Benefits of Governance Board Participation

  • Hands-on Leadership Opportunity – Develop the skills needed to lead a high performing non-profit professional organization.
  • Hone Planning & Execution Skills -Build planning skills by improving transparency, visibility and accountability to membership.
  • Mentoring –Provide guidance, mentor and coach officers and committees to carry out the strategic goals of the chapter.
  • Visibility – Be a very visible leader in the project management community.
  • Earn PDUs – Board members that are PMP’s may earn up to ten (10) PDU’s for participation on the board for each year of service.

 

PRESIDENT

ROLE DESCRIPTION:

Elected volunteer responsible for overall oversight of the chapter and the board. The president shall direct the activities of the other board

members in accordance with the chapter bylaws.

ROLES AND RESPONSIBILITIES:

  • Direct the chapter’s strategic goals
  • Strive to achieve the chapter vision, mission and objectives as detailed by the chapter board and PMI and chapter strategic plan
  • Direct the activities of other officers toward chapter goals and objectives
  • Assure that the chapter board works together as a team
  • Facilitate Board of Director Meetings
  • Prepare for Board of Director Meetings by reserving onsite locations, conference lines, food and beverage and agendas
  • Represent the chapter at public events
  • Attend Chamber of Commerce Meetings
  • Ensure strategic alliance, planning and annual reporting
  • Ultimately accountable for all board operations and chapter activities
  • Act as a liaison between the chapter and PMI
  • Ensure that the charter renewal is updated and in compliance as specified by PMI
  • Preside over the board of directors meetings and the annual general membership meeting
  • Ensure that all chapter business is being done legally and ethically
  • Assume responsibility for the overall functioning of the chapter
  • Legally represent the organization (this role can be co-dependent with the finance officer)
  • Ensure statutory and regulatory compliance in consultation with the vice president of finance
  • With the board, ensure prudent disbursement of chapter funds
  • Drive implementation of revision and amendments of PMI policies and guidelines to chapter processes
  • Manage periodic policy audits
  • Promote leadership development opportunities for board development
  • Make appropriate and timely updates to the Website and Social Media sites
  • Respond to all requests received through This email address is being protected from spambots. You need JavaScript enabled to view it. email
  • Attend Region 14 monthly conference calls and the Region 14 annual conference
  • Develop and implement a succession and transition plan

DELIVERABLES:

Based on the Outcome of Strategic and Operational Planning per Chapter and the President’s Annual Agenda (Goals and Objectives)

ROLE SPECIFIC SKILLS:

  • PMI Knowledge and Experience
  • Leadership
  • Organization Management
  • Management Skills
  • Volunteer Recognition and Appreciation

OTHER LEADERSHIP SKILLS:

  • Ability to Delegate Effectively
  • Public Speaking/Presentation Skills
  • Conflict Resolution Skills

 

PRESIDENT ELECT

ROLE DESCRIPTION:

Successor to the president; elected volunteer who will assist the president with his or her duties of managing the chapter and assume the

role of the chapter president if the president is unable to perform duties for any reason.

ROLES AND RESPONSIBILITIES:

  • Represent the president in his or her absence
  • Assume the role of president the year following successful completion of his or her duties in this role (depending on chapter bylaws)
  • Assume the role of president if the president is unable to perform duties for any reason
  • Assist the president in his or her duties
  • Responsible for the Chapter Events Calendar Upkeep on the Website and Zoho Mail
  • Serve as member ex-officio with the right to vote on all committees except the nominating committee
  • Leader of the development and implementation of the BOD succession and transition plan
  • Attend Region 14 monthly conference calls
  • Attend Region 14 annual conference and the annual LIM Conference (prior to Global Congress)
  • Recruiter for new officers

DELIVERABLES:

Based on the Outcome of Strategic and Operational Planning per Chapter and the President’s Annual Agenda (Goals and Objectives)

ROLE SPECIFIC SKILLS:

  • PMI Knowledge and Experience
  • Leadership
  • Resource Management
  • Conflict Management
  • Budget Management
  • Financial Planning

OTHER LEADERSHIP SKILLS:

  • Team Building Skills
  • Active Listening Skills
  • Ability to Delegate Effectively
  • Public Speaking/Presentation Skills

AVERAGE HOURS PER MONTH: 8 HOURS

 

VICE PRESIDENT COMMUNICATIONS / WEB COMMUNICATIONS DIRECTOR

ROLE DESCRIPTION:

Elected volunteer responsible for preparing, maintaining, recording, circulating all records, correspondence, minutes of meetings, and related

affairs of the chapter.

ROLES AND RESPONSIBILITIES:

  • Records Retention:  Maintain custody of the approved bylaws, articles of incorporation, charter agreement and of amendments thereto and board policies, committee charters, and all other non-financial records for the chapter
  • Coordinate and distribute board meeting agendas
  • Maintain all meeting minutes — must document in accordance to specific parliamentary procedures as mandated by their local government (e.g., Roberts Rules)
  • Circulate board agenda before the meeting to all the members
  • Provide records to members and outside organizations that request information
  • Provide all notifications to the membership, directors, auditors and members of committees
  • Provide support for membership communication
  • Prepare and publish member newsletters and email blasts in cadence cycle determined by Board
  • Oversight of Website and other Social Media
  • Training of tools used for Website
  • Develop and implement succession and transition plan

DELIVERABLES:

Based on the Outcome of Strategic and Operational Planning per Chapter and the President’s Annual Agenda (Goals and Objectives)

ROLE SPECIFIC SKILLS:

  • Ability to Scribe and Record Minutes
  • Proficient use of word processing, spreadsheet, and presentation tools (e.g., Microsoft Office, Open Office)
  • Knowledge of PMI Bylaws and Policies
  • Knowledge of Records Retention requirements
  • Proficient in Email Communications (e.g., MS Outlook, Google Mail)
  • Proficiency in Editing/Proofreading

OTHER LEADERSHIP SKILLS:

  • Excellent Writing Skills
  • Active Listening Skills
  • Facilitation Skills
  • Time Management Skills
  • English Proficiency (29% highest of any role)

AVERAGE HOURS PER MONTH:  11 HOURS EACH

 

VICE PRESIDENT FINANCE / FINANCE DIRECTOR

ROLE DESCRIPTION:

Elected volunteer responsible for finances. Responsible for maintaining and presenting all financial records required for chapter operations in accordance with chapter and bylaws.

ROLES AND RESPONSIBILITIES:

  • Maintain and manage accounts receivable and payable and all financial portfolios, including but not limited to the collection of chapter dues from PMI, guest payments for chapter meetings or special events and the payment of all chapter bills in accordance with chapter committee directives
  • Establish and maintain all required chapter bank accounts and/or similar financial transactions; arrange for officer signatures as required
  • Provide financial reporting regarding the state of finances and chapter activity to chapter membership, board and executive level volunteer leaders on a monthly basis (board meeting)
  • Report on the state of finances at board meetings and chapter meetings
  • Develop an annual operating budget and financial statement to be included in the annual application for charter renewal
  • Ensure the chapter has reviewed and reported required tax filings
  • Recommend improvements in the financial processes to the board
  • Establish and maintain financial operational processes to ensure continuity of chapter operations and define, document and maintain chapter policies
  • Maintain the annual budget
  • Contribute to financial planning/goal setting, investing, forecasting and budgeting for the chapter
  • Distribute/communicate financial section of the annual report to chapter membership
  • Assist in the preparation of the annual financial statements and reports
  • Provide timely information to independent auditors as required
  • Keep an up to date inventory of all the goods of the chapter
  • Handle all PMI and government required payments
  • Ensure maintenance and storage of all historic financial documents
  • Establish financial metrics; ensure chapter is maintaining requirements
  • Serve as liaison with PMI Global Operating Center on financial matters
  • Prepare financial guidelines and procedures for the chapter along with board
  • Analyze cost impact and income benefit of all activities proposed by the board of directors
  • Review any chapter contract, agreement and insurance
  • Distribute information, materials and/or fees received from the PMI Global Operating Center to appropriate officers in a timely manner
  • Confirm and check bank accounts monthly
  • Develop and implement succession and transition plan

DELIVERABLES:

Based on the Outcome of Strategic and Operational Planning per Chapter and the President’s Annual Agenda (Goals and Objectives)

ROLE SPECIFIC SKILLS:

  • Documentation Skills/Financial Record Keeping Analytical Thinking
  • Knowledge of Financial Planning Legal Awareness
  • Knowledge of Generally Accepted Accounting Principles (GAAP) or Basic Knowledge of Economics
  • Accounting Software/Tools (e.g., Quick Books or Excel)

OTHER LEADERSHIP SKILLS:

  • Negotiation Skills Conflict Resolution Skills
  • Time Management Skills Technical Tools Skills
  • Adaptability/Flexibility (e.g., WebEx, Live Meeting, Registration and Event Software)

AVERAGE HOURS PER MONTH: 13 HOURS FOR VP; 5 HOURS FOR DIRECTOR

 

VICE PRESIDENT MEMBERSHIP / MEMBERSHIP DIRECTOR

ROLE DESCRIPTION:

Elected volunteer responsible for addressing the needs of chapter membership, including service delivery, recruiting and retaining members in accordance with chapter policies and bylaws.

ROLES AND RESPONSIBILITIES:

  • Develop and maintain a chapter membership plan that assures continued growth through proactive recruiting and partnering with major area employers
  • Promote the value of PMI and chapter membership
  • Liaison with potential PMI members and encourage them to be members of the chapter
  • Develop and implement a plan to recognize member milestones (such as anniversaries or awards)
  • Coordinate an annual new member orientation program
  • Develop and implement a member retention program
  • Revise membership benefits and value on a regular basis
  • Develop and implement membership welcome and support plan
  • Answer general membership inquiries; respond to member/non-member information inquiries and other requests for assistance
  • Act as the primary recipient for the Data Exchange Program (DEP)
  • Maintain the membership records of the chapter (DEP)
  • Provide communication list/member updates to officers
  • Coordinate the production and distribution of timely membership reports, such as monthly membership reports by demographics (city, state, age, industry, etc.)
  • Develop and administer membership satisfaction survey/exit survey
  • Ensure that members are aware of available services
  • Work with marketing to develop a plan to implement outreach to the community including commercial, not-for-profit and other professional associations about membership
  • Support and attend annual general meeting
  • Develop and implement succession and transition plan

DELIVERABLES:

Based on the Outcome of Strategic and Operational Planning per Chapter and the President’s Annual Agenda (Goals and Objectives)

ROLE SPECIFIC SKILLS:

  • Proficiency in using PMI Data Exchange Program ( DEP)
  • Data Analysis and Reporting
  • Proficient in Email Communications (e.g., MS Outlook, Google Mail)
  • Knowledge of PMI Credentials
  • Proficient use of Survey Tools/Market Research/Demographic Research
  • Marketing Skills
  • Proficient use of word processing, spreadsheet and presentation tools (e.g., Microsoft Office, Open Office)

OTHER LEADERSHIP SKILLS:

  • Public Speaking/Presentation Skills
  • Active Listening Skills
  • Team Building Skills

AVERAGE HOURS PER MONTH: 12 HOURS

 

VICE PRESIDENT PUBLICITY / PUBLICITY DIRECTOR

ROLE DESCRIPTION:

Elected volunteer responsible for marketing and public relations. The VP of Publicity shall be responsible for developing marketing, corporate relations and communication programs in accordance with chapter bylaws and policies and publicizing the chapter and events as applicable.

ROLES AND RESPONSIBILITIES:

  • Market and publicize the chapter within the community
  • Develop an awareness of PMI’s marketing tools and resources
  • Develop and implement marketing campaigns to promote the chapter and its activities to members and the community at large
  • Develop and implement a periodic marketing plan with a detailed marketing strategy to ensure chapter brand management
  • Develop and implement the chapter marketing plan
  • Create and disseminate the chapter’s announcements, press releases and marketing activities
  • Facilitate chapter communications to external sources (local newspapers, radio stations and organizations) and share information with PMI and other PMI communities
  • Keep the coherence between the marketing plan and the chapter strategic objectives
  • Drive the chapter’s advertisement process and ensure results
  • Collaborate with local businesses to publicize the chapter and PMI
  • Publicize the chapter and PMI through internal and external publications
  • Oversee the relationship with the press and the relation with the public authorities, government bodies and non-governmental organizations
  • Monitor and coordinate presentations to external stakeholders and other organizations interested in the activities of PMI
  • Increase awareness of PMI and the chapter
  • Maintain relationships with sponsors for revenue generation to fund the chapter’s activities
  • Coordinate and organize presentations to potential chapter sponsors, event sponsors and other sponsors
  • Develop and implement succession and transition plan

DELIVERABLES:

Based on the Outcome of Strategic and Operational Planning per Chapter and the President’s Annual Agenda (Goals and Objectives)

ROLE SPECIFIC SKILLS:

  • Marketing Strategy and Development
  • Marketing Plan Execution and Delivery
  • Knowledge of PMI’s Brand Strategy (Marketing Portal)
  • Market Research Skills/Proficient use of Survey Tools
  • Proficient Usage of Online Collaboration/Tools (e.g., Facebook, LinkedIn)
  • Knowledge of Fundraising Techniques

OTHER LEADERSHIP SKILLS:

  • Public Speaking/Presentation Skills
  • Excellent Writing Skills
  • Ability to Delegate Effectively
  • Negotiation Skills

AVERAGE HOURS PER MONTH: 14 HOURS

 

VICE PRESIDENT PROGRAMS & DIRECTOR

The VP of Programs the responsibility of coordinating the monthly short programs/meetings for the membership.

ROLE(s) DESCRIPTION:

  • Elected volunteer responsible for professional development, education and chapter programs in accordance with chapter policies and bylaws.
  • Responsible for the development of chapter education activities to include:
  • Preparation and maintenance of PMI’s certifications
  • Develop and maintain relationships with local colleges and universities
  • Serve as liaison to the PMI Educational Foundation
  • Responsible for establishing and managing chapter professional development programs, live and on-line, maintain relationships with Registered Education Providers (R.E.P.s)

ROLES AND RESPONSIBILITIES:

  • Define strategies for improvement in professional development/training programs
  • Develop and implement a chapter professional development plan, including a program roadmap for professional development content
  • programs
  • Develop plans for and coordinate the chapter’s external educational activities, such as study groups, seminars, workshops, courses, professional development days and other educational activities
  • Oversee soft skills development and training programs
  • Provide information to members and nonmembers on career development
  • Provide information and guidance to members and nonmembers on certification/re-certification in the context of PMI
  • Incorporate feedback, suggestions and recommendations as necessary to enhance effectiveness and value delivered to the audience and chapter regarding the contents of programs
  • Provide the information necessary to market the education, certification, as well as training opportunities offered by the chapter
  • Recommend, develop and deliver project management education materials, courses, presentations and sessions
  • Provide the information necessary to market the education, PMI certification, as well as training opportunities offered by the chapter
  • Develop and implement a plan for educational outreach at the elementary, secondary and collegiate levels
  • Seek new project management professional development programs and services through networking with other educational organizations and PMI chapters
  • Coordinate and publicize/organize chapter social networks
  • Promote the project management profession through the planning and coordination of special events, as identified by the chapter board, designed to enhance and expand the skills and knowledge of project managers
  • Incorporate feedback, suggestions and recommendations as necessary to enhance effectiveness and value delivered to the audience and chapter as they relate to the logistics of events/programs
  • Oversee events, presentations and training programs
  • Invite key influencers from industry to participate in community events
  • Plan and coordinate special events, as identified by the chapter’s board, designed to enhance the project management professions and/or expand the skills and knowledge of project managers
  • Develop and implement a program roadmap for all events
  • Advance the project management profession through the planning and coordination of special events, as identified by the chapter’s board
  • Develop and implement a succession and transition plan

DELIVERABLES:

Based on the Outcome of Strategic and Operational Planning per Chapter and the President’s Annual Agenda (Goals and Objectives)

ROLE SPECIFIC SKILLS:

  • Program and Event Planning Skills
  • Ability to Develop and Manage Program and Event Schedules
  • Knowledge of PMI Credentials and PDUs
  • Content and Curriculum Development
  • Contract and Vendor Management
  • Ability to Create and Analyze Program Surveys and Evaluations
  • Basic Budget Management Skills

OTHER LEADERSHIP SKILLS:

  • Ability to Delegate Effectively
  • Public Speaking/Presentation Skills
  • Team Building Skills
  • Facilitation Skills
  • Time Management Skills

AVERAGE HOURS PER MONTH: 15 HOURS

 

VICE PRESIDENT of TRAINING and DEVELOPMENT & DIRECTOR

The VP of Professional Training and Development has a focus on project management education to anyone interested in project management, offering a fundamentals class and Professional

Development Day opportunities.  

ROLE(s) DESCRIPTION: 

  • Elected volunteer responsible for professional development, education and chapter programs in accordance with chapter policies and bylaws.
  • Responsible for the development of chapter education activities to include:
    • Preparation and maintenance of PMI’s certifications
    • Develop and maintain relationships with local colleges and universities
    • Serve as liaison to the PMI Educational Foundation
  • Responsible for establishing and managing chapter professional development programs, live and on-line, maintain relationships with Registered Education Providers (R.E.P.s)

ROLES AND RESPONSIBILITIES:

  • Define strategies for improvement in professional development/training programs
  • Develop and implement a chapter professional development plan, including a program roadmap for professional development content
  • Develop plans for and coordinate the chapter’s external educational activities, such as study groups, seminars, workshops, courses, professional development days and other educational activities
  • Oversee soft skills development and training programs
  • Provide information to members and nonmembers on career development
  • Provide information and guidance to members and nonmembers on certification/re-certification in the context of PMI
  • Incorporate feedback, suggestions and recommendations as necessary to enhance effectiveness and value delivered to the audience and chapter regarding the contents of programs
  • Provide the information necessary to market the education, certification, as well as training opportunities offered by the chapter
  • Recommend, develop and deliver project management education materials, courses, presentations and sessions
  • Provide the information necessary to market the education, PMI certification, as well as training opportunities offered by the chapter
  • Develop and implement a plan for educational outreach at the elementary, secondary and collegiate levels
  • Seek new project management professional development programs and services through networking with other educational organizations and PMI chapters
  • Coordinate and publicize/organize chapter social networks
  • ​Oversee training programs
  • Develop and implement a succession and transition plan

DELIVERABLES: 

Based on the Outcome of Strategic and Operational Planning per Chapter and the President’s

Annual Agenda (Goals and Objectives)

ROLE SPECIFIC SKILLS:

  • Program and Event Planning Skills
  • Ability to Develop and Manage Program and Event Schedules
  • Knowledge of PMI Credentials and PDUs
  • Content and Curriculum Development
  • Contract and Vendor Management
  • Ability to Create and Analyze Program Surveys and Evaluations
  • Basic Budget Management Skills

OTHER LEADERSHIP SKILLS:

  • Ability to Delegate Effectively
  • Public Speaking/Presentation Skills
  • Team Building Skills
  • Facilitation Skills
  • Time Management Skills

AVERAGE HOURS PER MONTH: 15 HOURS

 

IMMEDIATE PAST PRESIDENT

ROLE DESCRIPTION:

Immediate former elected volunteer responsible for overall oversight of the chapter and the board in accordance with chapter policies and bylaws.

ROLES AND RESPONSIBILITIES:

  • Maintain continuity in the chapter to help to ensure smooth board transitions
  • Assist the board of directors with strategic policies
  • Proactively support and promote the work within the board
  • Assume the role of mentor for the president
  • Assist the president in liaison with PMI if and when required
  • Assume the position of chair for the nominating committee
  • Lead and direct the elections process
  • Provide ethics enforcement and guidance at the board of directors level
  • Support conflict resolution
  • Outreach with past presidents
  • Develop and implement a succession and transition plan

DELIVERABLES:

Based on the Outcome of Strategic and Operational Planning per Chapter and the President’s Annual Agenda (Goals and Objectives)

ROLE SPECIFIC SKILLS:

  • Skilled in Strategic Planning Process
  • Diplomacy
  • Understanding of Volunteer Recognition and Appreciation Programs
  • Parliamentary Procedures (i.e., Roberts Rule of Order)
  • Human Resource Management

AVERAGE HOURS PER MONTH: 9 HOURS

 

VICE PRESIDENT ADMINISTRATION & BOARD SECRETARY

Elected volunteer responsible for preparing, maintaining, recording, circulating all records, correspondence, minutes of meetings, and related affairs of the chapter.

ROLES AND RESPONSIBILITIES:

  •  Responsible for safekeeping of all governing documents (approved bylaws, articles of incorporation, charter agreement, board policies, committee charters, and all other non-financial records for the chapter)
  •  Coordinate and distribute meeting agendas, keep the records of all business meetings of the chapter and meetings of the board.
  •  Maintain all meeting minutes — must document in accordance with parliamentary procedures as determined by the Board
  •  Notice of all annual meetings shall be sent to all members at least 30 - 45 days in advance of the meeting. Action at such meetings shall be limited to those agenda items contained in the notice of the meeting
  •  Provide records to members and outside organizations that request information
  •  Provide all notifications to the membership, directors, auditors and members of committees
  •  Coordinate distribution of all general correspondence
  •  Provide support for membership communication
  •  Coordination of Printed Materials (Logo items, Business Cards, etc.)
  •  Develop and oversee leadership succession planning and ensure a smooth transition

STRATEGIC AND BUSINESS MANAGEMENT SKILLS:

  •  Ability to Record Minutes
  •  Knowledge of Chapter Bylaws and Policies
  •  Knowledge of Meeting Procedures
  •  Knowledge of PMI Bylaws and Policies
  •  Knowledge of Records Retention Requirements
  •  Meeting Coordination

LEADERSHIP SKILLS:

  •  Active Listening Skills
  •  Decision Making
  •  Excellent Writing Skills
  •  Time Management Skills

AVERAGE HOURS PER MONTH: 15 HOURS

 

DIRECTOR OF SOCIAL MEDIA

ROLE DESCRIPTION: 

Elected volunteer reporting to the VP of Communications, responsible for implementing, optimizing, moderating and maintaining social media for the chapter in line with the chapter’s social media policy, communication/marketing plan and PMI’s Social Media Guidelines and brand standards for Chapters.

 ROLES AND RESPONSIBILITIES:

  • Follow the chapter’s social media strategy and social media policy
  • Ensure compliance with PMI’s Social Media Guidelines and brand standards for chapters
  • Provide leadership to other teams on the most effective methods of using the Chapter social media presence for their needs
  • Stay abreast of social media trends and technology and advise the Chapter if and how to leverage them
  • Learn about tools and applications that can enhance and/or automate social media activities
  • Work closely with Director of Web Content and Director of Newsletters for the integrity and effectiveness of communications
  • Content creation as necessary, including posts, tweets, pins, pictures, infographics, videos, multimedia
  • Curate content, finding and sharing information of interest to the Chapter’s audience while respecting copyright laws
  • Respond to social media comments, concerns and complaints in a professional manner
  • Advise on the best way to integrate social media in the Chapter’s website, marketing campaigns and content publishing
  • Create and manage social media campaigns tailored to the specific needs of the Chapter
  • Monitor and post on behalf of the Chapter to other people’s blogs, social sites and so forth to develop new relationships. Reach out to online communities to build Chapter brand awareness
  • Elevate the profile of the project management profession by disseminating PMI’s thought leadership and research to a regional audience
  • Develop or update a succession plan and training materials for this volunteer role

 STRATEGIC AND BUSINESS MANAGEMENT SKILLS:

  • Basic Understanding of Current trends in Social Media Technology and Applications
  • Basic Understanding or Desire to Learning/Utilize Social Media Management Tools (example: Hootsuite, Spredfast, Sprinklr, etc.)
  • Basic Understanding of Social Media Terms and Metrics
  • General Understanding of Social Media Apps Such as Facebook, Twitter and LinkedIn
  • Online Community Moderation Ability

 OTHER LEADERSHIP SKILLS:

  • Excellent Writing Skills
  • Technical Tools Skills

Average Volunteer Hours per Month: 15–25

 

VICE PRESIDENT AT LARGE

Elected volunteer serving as the members’ ombudsman advocating member concerns and focusing Board attention on membership policies and benefits. This position provisionally provides contingency planning should a Board member be unable to fulfill their commitment, and takes on special projects for the Board and for the Chapter

ROLES AND RESPONSIBILITIES:

  • Manage and execute tasks assigned by the board
  • Manage and execute special projects assigned by the board
  • Support / backfill chapter leadership where needed
  • Attend and Participate in annual strategy and tactical planning meetings
  • Support achievement of the chapter’s strategic goals
  • Strive to achieve the chapter vision, mission and objectives as detailed by the chapter board and PMI and chapter strategic plan
  • Support the activities of other officers toward chapter goals and objectives
  • Assure that the chapter board works together as a team
  • Participate in Board of Director Meetings
  • Represent the chapter at public events
  • Assist strategic alliance, planning and annual reporting
  • Assist in periodic policy audits
  • Identify leadership development opportunities for board development
  • Suggest appropriate and timely updates to the Website and Social Media sites
  • Attend chapter meetings

ROLE SPECIFIC SKILLS:

  • PMI Knowledge and Experience
  • Leadership
  • Resource Management
  • Conflict Management
  • Budget Management
  • Financial Planning

OTHER LEADERSHIP SKILLS:

  • Team Building Skills
  • Active Listening Skills
  • Ability to Delegate Effectively
  • Public Speaking/Presentation Skills

AVERAGE HOURS PER MONTH: 15 HOURS

 

PMIEF LIAISON

The PMIEF Liaison provides a vital communications and activities link between the PMI Educational Foundation and a PMI Chapter.

ROLES AND RESPONSIBILITIES:

  • Attend PMIEF trainings, updates, and receptions, as available.  
  • Become knowledgeable about PMIEF programs and products.
  • Subscribe to and remain up-to-date with PMIEF e-newsletter.
  • Communicate to your PMI Chapter board members the wealth of PMIEF resources the board can utilize and the opportunities for partnering with the PMIEF.
  • Provide ongoing education to your PMI chapter members about PMIEF.
  • Communicate to your PMI chapter members the PMIEF resources they can utilize (PMIEF newsletter, scholarships, awards, resources, etc.)
  • Advocate for the coordination and use of PMIEF resources by your PMI chapter and its members.
  • Represent the interests of PMIEF to your PMI chapter, its board, and members.
  • Promote PMIEF academic scholarships, awards, and training scholarships among your PMI chapter members, as appropriate, and encourage applicants to submit all relevant materials in a timely manner.
  • Facilitate the sharing of ideas specific to philanthropic activities and creation of new programs from your PMI chapter to PMIEF.
  • Suggest new charitable programs and products for PMIEF consideration.
  • Become knowledgeable about the ethics and conduct of public charities.
  • Optional: May facilitate PMIEF fundraising events within your PMI community.

Authority and Accountability

  • Accountable to promote and execute the usage of PMIEF programs and products in coordination with the PMIEF Liaison Program Administrator.
  • Optional: May execute PMIEF fundraising programs and projects including cultivation, solicitation, and stewardship within the community in coordination with the PMIEF Development Manager and as appropriate.

Skills and Competencies

  • Passion for using project management for the good of others in society – students, teachers, under-privileged individuals, non-profits, etc.
  • Excellent interpersonal skills
  • Demonstrated success in working well with people and teams
  • Consistent record of taking the initiative and being self-motivated
  • Ability to work independently on a variety of sensitive, confidential and/or otherwise complex matters.
  • Willingness to maintain the confidentiality of donors.
  • Willingness to follow established protocols.
  • Organized approach in doing work.
  • Polite, polished, and effective written and oral communications skills.
  • Commitment to his/her own professional development.
  • Prior experience with a charity or in fundraising (desired).