March 5th 2005 Presentation


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  • Ontario Chapter members represent 5% of total PMI membership. The Southern Ontario Chapter (SOC) is the largest chapter within PMI ( out of 256 )
  • The Lakeshore Chapter is a geographic grouping of PMI members It is a not-for-profit organization dedicated to promoting project management and serving its membership. The Lakeshore Chapter was founded in 1998 by 9 members who recruited an additional 16 members to officially launch the chapter with the requisite 25 members.
  • I would like to introduce the founding members of the chapter in alphabetical order. John Barnes Mike Davis Ashok Dhir Dave Freeman Brian Pedherney John Scott Pappur Shankar Ray Sollvchin Ram Sriram Ladies and Gentlemen – please give them a big round of applause for forming this wonderful organization !
  • I would like to introduce our past Presidents who have contributed immensely to the growth and progress of the chapter along the maturity curve. Our inaugural President, JOHN BARNES, lead the chapter in 1999 from charter to a membership base of 111. John is a … Short Bio PAPPUR SHANKAR was elected in 2000 and lead the chapter from 2000 – 2001. Over these two years the membership grew by 340 members. Pappur continued to build on the success of the dinner meetings/presentations. Pappur is an experienced …Short Bio Our third President JOHN GASTON lead the chapter from 2002 – 2003 and saw the chapter grow to 720 members by the end of his term. John focused attention on the chapter’s infrastructure and was a key driver in launching the website and credit card payment service. John is a PMP and a PEng. Since 2003, John has been Manager of logistics solutions for a start-up logistics firm that was recently merged into a fortune 500 transportation firm. In 2001 founded Canintec, a start-up project management consulting business and for over 2 years provided project management services to a large Japanese auto manufacturer. John has managed several multimillion dollar projects over the past 10 years.
  • As of October 2004 the chapter has grown to 873 members of which 46% are PMP certified. We are expecting the growth to continue and are forecasting reaching 1,000 members by late 2006. With greater interest in the PMP designation we also expect to see the percentage of PMP Certified members grow to 55%.
  • March 5th 2005 Presentation

    1. 1. PMI Lakeshore Chapter Information Session March 5, 2005 @ 2:00 – 5:00 pm Holiday Inn, Oakville
    2. 2. Agenda <ul><li>2:00 pm Introduction – Board Members </li></ul><ul><li>2:10 pm Objectives </li></ul><ul><li>2:20 pm Project Management Institute </li></ul><ul><li>2:35 pm Timeline to AGM </li></ul><ul><li>Break – 3:00 pm to 3:20pm - Coffee, Tea, and Cookies </li></ul><ul><li>3:20pm  PMI Lakeshore Chapter </li></ul><ul><li>4:20pm Q & A </li></ul><ul><li>4:45pm Wrap Up/Next Steps </li></ul>
    3. 3. Project Management Institute <ul><li>Overview </li></ul><ul><li>Organization – Chapters, SIGS, Colleges </li></ul><ul><li>Certification – CAPM, PMP </li></ul>
    4. 4. PMI Overview <ul><li>Vital and forward thinking – focused on the needs of project management professionals worldwide </li></ul><ul><li>Since 1984, PMI has been dedicated to developing and maintaining a rigorous, examination-based, professional certification program to advance the project management profession and to recognize the achievements of individuals. </li></ul><ul><li>Membership represents a truly global community with over 100,000 professionals, representing 125 countries </li></ul><ul><li>Visit for more information </li></ul>
    5. 5. Definitions - Components <ul><li>Chapters </li></ul><ul><ul><li>Geographically based group of members </li></ul></ul><ul><li>Specific Interest Group (SIG) </li></ul><ul><ul><li>Group of members representing specific interests with no geographic boundaries </li></ul></ul><ul><li>Colleges </li></ul><ul><ul><li>Group of members that have developed some formal approach to one or more knowledge areas of the PMBOK Guide – no geographic boundaries </li></ul></ul>
    6. 6. Chapters/SIGs/Colleges
    7. 7. Ontario Chapters Membership
    8. 8. Timeline – Countdown to AGM <ul><li>March 29 - AGM </li></ul><ul><li>Election of Directors </li></ul>February 19 - Board of Directors Meeting February 23 - Communication Plan on Bylaw Changes March 5 – Information Session February 23 - Notify Membership of upcoming election and process March 5 – 11 – Conduct on-line vote on Bylaw changes March 14 - Announce results of Bylaw change Vote February 23 - Notify Membership of AGM and registration date Prepare Board and Management Report-Out March 14 – Call for Nominees
    9. 9. PMI Lakeshore Chapter <ul><li>History </li></ul><ul><li>Growth Patterns </li></ul><ul><li>2004/2005 Strategic Plan </li></ul><ul><ul><li>Re-structuring </li></ul></ul><ul><ul><li>Volunteer Ramifications </li></ul></ul>
    10. 10. Lakeshore Chapter – Introduction <ul><li>The Lakeshore Chapter is an organization of dedicated professionals in the field of project management providing support to the business, technical and educational community. </li></ul><ul><li>Its geographical area spans from Mississauga to Brampton, Oakville, Burlington, Hamilton, St.Catherines and Niagara-on-the Lake. </li></ul><ul><li>9 members founded the Chapter in 1998 and recruited an additional 16 to officially launched the Chapter with the requisite 25 members </li></ul>
    11. 11. Founding Members <ul><li>John Barnes </li></ul><ul><li>Mike Davis </li></ul><ul><li>Ashok Dhir </li></ul><ul><li>Dave Freeman </li></ul><ul><li>Brian Pedherney </li></ul><ul><li>John Scott </li></ul><ul><li>Pappur Shankar </li></ul><ul><li>Ray Sollychin </li></ul><ul><li>Ram Sriram </li></ul>
    12. 12. Past Presidents John Barnes 1999 Pappur Shankar 2000 - 2001 John Gaston 2002 - 2003 5 Years of Membership Growth 25 451 720 111 1999 2000 2001 2002 2003 86 340 269
    13. 13. Lakeshore Chapter Membership Over 1,000 Members Forecasted Growth for 2005 399 (46%) PMP Certified 873 Members 500 (50%) PMP Certified As of October 2004
    14. 14. Governance Project <ul><li>Pressures for Change </li></ul><ul><li>Project Objectives </li></ul><ul><li>More Effective Governance Practices </li></ul>
    15. 15. Pressures for Change <ul><li>The pressures for change to the governance structure include: </li></ul><ul><li>Chapter growth </li></ul><ul><li>Director workload </li></ul><ul><li>Customer care and program responsibilities </li></ul><ul><li>Director Development. </li></ul>
    16. 16. Project Objectives <ul><li>Provide new governance structure and Bylaws to the board for approval by February 15, 2005 </li></ul><ul><li>Ensure Board Of Directors spend at least 80% of their time on governance activities and approximately 20% of their time on non-governance activities by December 2006. </li></ul><ul><li>Design the Board of Directors roles so that each Director spends no more than 50 hours per year on PMI governance and program management responsibilities by December 2006. </li></ul>
    17. 17. Governance Survey Findings <ul><li>Volunteer / Officer / Director Organization, Selection & Progression: </li></ul><ul><li>Approximately 100 Members serve on committees and task forces to help off load Directors of Non-Governance tasks. </li></ul><ul><li>Volunteer VP Officers appointed by Board lead all committees. </li></ul><ul><li>VP Finance is a Board member who is appointed indefinitely, but reviewed annually by the Board who has a profession designation. </li></ul><ul><li>Elected Directors at large (i.e., they have no named program responsibilities) </li></ul><ul><ul><li>2 directors advise a committee </li></ul></ul><ul><ul><li>4 Named Directors – President, President Elect, Past President (and the appointed VP Finance) </li></ul></ul>
    18. 18. Governance Survey Findings <ul><li>Workload Objectives & Time Management: </li></ul><ul><li>Set annual hourly targets for each volunteer class: </li></ul><ul><ul><li>Director = 100 hours; Officer = 150 hours; Member = 30 hours </li></ul></ul><ul><li>Each volunteer class completes timesheets </li></ul><ul><li>Adjust committee / board structure to ensure targets </li></ul>
    19. 19. Governance Survey Findings <ul><li>Election Terms: </li></ul><ul><li>Directors elected for a two year term </li></ul><ul><li>Directors can serve for 3-5 terms on the Board with a 2 year term as President </li></ul><ul><li>Volunteer / Director Development: </li></ul><ul><li>2 hour Board Orientation (bylaws, strategies, finances, liability), PMI Leadership </li></ul><ul><li>Half day Volunteer Orientation (Chapter overview, PMI leadership principles) </li></ul>
    20. 20. “ As Is” Organization Structure
    21. 21. Director Survey of Time 423 36 143 Non-Governance 82 37 61 Governance Max Min Avg
    22. 22. Proposed Organization Structure
    23. 23. Committee Structure
    24. 24. Changes Required
    25. 25. Changes Required
    26. 26. Volunteers <ul><li>Opportunities </li></ul><ul><li>Benefits </li></ul><ul><li>Commitment Levels </li></ul><ul><li>PDUs </li></ul>Being a Volunteer is one of the highest callings a member can do. It allows you to give back to the community.
    27. 27. Volunteer Opportunities <ul><li>Shaping the Future – Where do you think the Chapter should be in the next 3 to 5 years ? </li></ul><ul><ul><li>Board Member/President-Elect/President </li></ul></ul><ul><li>Maintaining the Operations of the Chapter effectively </li></ul><ul><ul><li>VPs of Functional Areas (Marketing, Communication, Membership, Programs, Professional Development, Continuous Improvement, Infrastructure etc.) </li></ul></ul><ul><li>Implementing Strategic and Operational Projects </li></ul><ul><ul><li>Volunteers – Project Managers, Team Members </li></ul></ul>
    28. 28. Volunteer Benefits <ul><li>To learn about PMI </li></ul><ul><li>Understanding the operations of the Chapter </li></ul><ul><li>Grooming for officer positions (VP, Board Member, President) </li></ul><ul><li>Network with other Project Managers </li></ul><ul><li>Opportunity to earn PDUs </li></ul><ul><li>Recognition within the Chapter and family of PMI chapters </li></ul><ul><li>Promote P roject M anagement within the community </li></ul><ul><li>Personal sense of achievement and accomplishment </li></ul><ul><li>Have fun </li></ul>
    29. 29. Volunteer Commitment Levels <ul><li>It does not matter if it is an hour a week or 8-10 hours per month. So whether you want to involved with Training, Finance, Infrastructure, Marketing or Membership or Program planning and implementation, the Chapter has a need for your creativity through teamwork. </li></ul><ul><ul><li>President (Appointed) </li></ul></ul><ul><ul><li>Senior Vice President (Elected by Board from Directors) </li></ul></ul><ul><ul><li>Director (Elected) </li></ul></ul><ul><ul><li>Vice President – Functional Area (Appointed by Board) </li></ul></ul><ul><ul><li>Assistant Vice President – Functional Area (Appointed by Board) </li></ul></ul><ul><ul><li>Volunteers (Team Members) </li></ul></ul>
    30. 30. Volunteer PDUs <ul><li>PMP certified members need to earn 60 PDUs every 3-year cycle. PDUs (Professional Development Units) can be earned through the following methods: </li></ul><ul><ul><li>Serving on the Board of Directors of the Chapter </li></ul></ul><ul><ul><ul><li>PMI’s Category 5 provides 10 PDUs per year for serving as a Board Member . </li></ul></ul></ul><ul><ul><li>Serving as a Vice President or AVP of a Functional Area </li></ul></ul><ul><ul><ul><li>PMI’s Category 5 provides 5 PDUs per year for serving the Chapter. </li></ul></ul></ul><ul><ul><li>Serving as a Team Member to implement projects </li></ul></ul><ul><ul><ul><li>PMI’s Category 5 provides: </li></ul></ul></ul><ul><ul><ul><li>1 PDUs for serving on a Project that is 3 months in duration </li></ul></ul></ul><ul><ul><ul><li>2 PDUs for serving on a Project that is 6 months in duration </li></ul></ul></ul><ul><ul><ul><li>5 PDUs for serving on a Project that is 12 months in duration </li></ul></ul></ul>
    31. 31. Volunteer PDUs <ul><li>Other Ways of getting PDUs </li></ul><ul><ul><li>Attending Chapter Dinner Presentations </li></ul></ul><ul><ul><ul><li>One (1) PDU is earned for every dinner presentation attended. These presentations count as Category 4 activities. When completing the Activity Reporting Form for PMI, it will be necessary to supply the Program Number. </li></ul></ul></ul><ul><ul><ul><li>Program Numbers are found in the event notices in the Events section. </li></ul></ul></ul><ul><ul><li>Being a Speaker at a Chapter Dinner Presentation </li></ul></ul><ul><ul><ul><li>Speakers on a project management topic at PMI Chapter meetings earn Five (5) PDUs for each presentation given. These presentations count as Category 2D activities. </li></ul></ul></ul>
    32. 32. Volunteer PDUs <ul><li>Other Ways of getting PDUs </li></ul><ul><ul><li>Facilitating at a Chapter-Organized PMP Self-Study Course </li></ul></ul><ul><ul><ul><li>PMPs that facilitate one or more topics for a PMP self-study course will earn Ten (10) PDUs which would qualify as a Category 2C activity. </li></ul></ul></ul>Be a Volunteer. We look forward to having you on the team !!
    33. 33. Questions & Answers
    34. 34. Wrap Up / Next Steps <ul><li>Electronic voting for Bylaw changes </li></ul><ul><li>AGM and Elections </li></ul>
    35. 35. Election Process <ul><li>Call for nominations </li></ul><ul><li>Nomination Process </li></ul><ul><ul><li>Fill out the nomination form </li></ul></ul><ul><ul><li>Obtain two Lakeshore Chapter members to 1 st and 2 nd your nomination, and </li></ul></ul><ul><ul><li>Return the nomination form to the [email_address] email </li></ul></ul><ul><li>Election to be held at the AGM </li></ul>