Volunteer Info/Application

PRESIDENT (CEO)

ROLE DESCRIPTION: Elected volunteer responsible for oversight of the Chapter and the Board of Directors. The President shall direct the activities of the other Board of Directors members in accordance with the Chapter Bylaws.

ROLES AND RESPONSIBILITIES:

Direct/supervise the maintenance and achievement of the Chapter vision, mission and strategic objectives, as detailed by the Chapter Board of Directors of Directors, PMI and Chapter business plans
Direct the activities of all elected Chapter officers and appointed volunteers towards meeting Chapter strategic objectives
Ensure that the Chapter Board of Directors works together as a team
Represent the Chapter at public events
Ensure strategic alliance, planning and annual reporting
Be ultimately accountable for all Board of Directors operations and Chapter activities
Act as the principal liaison between the Chapter and PMI
Ensure that the charter renewal is updated and that the Chapter is in compliance, as specified by PMI
Preside over the Board of Directors 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 VP of Finance)
Ensure statutory and regulatory compliance in consultation with the VP of Finance
With the Board of Directors, ensure prudent and strategic disbursement of Chapter funds
Drive implementation of PMI policies and guidelines and ensure that they are reflected in Chapter processes
Manage periodic policy audits
Promote leadership development opportunities for Board of Directors development
Develop and implement a succession and transition plan
 

STRATEGIC AND BUSINESS MANAGEMENT SKILLS:

Management Skills
Organizational Leadership and Management
PMI Knowledge and Experience
Volunteer Recognition and Appreciation
 

LEADERSHIP SKILLS:

Ability to Delegate Effectively
Coaching and Mentoring
Conflict Resolution Skills
Skilled in Strategic Planning and Process Execution
Team-building Skills
 

Estimated Volunteer Hours per Month: 25-30

Average Years of Project Management Experience: 18

Average Years of PMI Volunteer Experience: 5

PRESIDENT ELECT (COO)

ROLE DESCRIPTION: Successor to the President; elected volunteer who oversees the planning and implementation of Chapter operations, leads the Operations Committee, and otherwise assists the President with his or her duties of managing the Chapter. Assumes the role of the Chapter President if President is unable to perform duties for any reason.

ROLES AND RESPONSIBILITIES:

Assist the President in his or her duties, and represent the President in his or her absence
Oversee the Operations Committee
Ensure monthly dinner meetings are well-planned, maintaining rotating schedule of topic focus areas (e.g., IT, Healthcare, Government, Energy, Construction, Infrastructure, etc,) and PMI Talent Triangle with speakers committed months prior to meeting dates.
Assume the role of President the year following successful completion of his or her duties in this role or if the President is unable to perform duties for any reason
Serve as member ex-officio with the right to vote on all committees except the Nominating Committee
Develop and implement succession and transition plan for President Elect
STRATEGIC AND BUSINESS MANAGEMENT SKILLS:

Operations Management
Budget Management
Financial Planning
PMI Knowledge and Experience
Resource Management
Process analysis and improvement
LEADERSHIP SKILLS:

Ability to Delegate Effectively
Decision Making
Skilled in Strategic Planning and Process Execution
Team-building Skills
Critical Thinking
The ideal candidate must have been a PMI or local Chapter member for at least two (2) years in good standing. If a member transferred from another Chapter, he/she may qualify by providing a reference 

Estimated Volunteer Hours per Month: 10–hours Minimum

Average Years of Local Chapter Volunteer Experience: 2–years

VICE PRESIDENT OF PROFESSIONAL DEVELOPMENT*

ROLE DESCRIPTION: Elected volunteer responsible for professional development, education and Chapter events 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
Responsible for establishing and managing Chapter professional development programs and training offerings, live and online
Maintain relationships with PMI Authorized Training Partners (ATPs)
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
Manage Chapter-created credential examination review courses and other such courses
Provide information to members and non-members on career development
Provide information and guidance to members and non-members 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
Work with marketing to promote the education, certification, as well as training opportunities offered by the Chapter
Recommend, develop and deliver project management education materials, courses, presentations and sessions including leadership development training programs
Seek new project management professional development programs and services through networking with other educational organizations and PMI Chapters
Promote the project management profession through the planning and coordination of special events, as identified by the Chapter Board of Directors, 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 Chapter events
Advance the project management profession through the planning and coordination of special events, as identified by the Chapter’s Board of Directors
Develop and implement a succession and transition plan
STRATEGIC AND BUSINESS MANAGEMENT SKILLS:

Ability to develop and manage program and event plans and schedules
Content and curriculum development
Knowledge of PMI credentials and PDUs
Program and Event Planning Skills
LEADERSHIP SKILLS:

Ability to Delegate Effectively
Coaching and Mentoring
Public Speaking/Presentation Skills
Team Building Skills
The ideal candidate must have been a PMI or local Chapter member for at least two (2) years in good standing. If a member transferred from another Chapter, he/she may qualify by providing a reference 

Estimated Volunteer Hours per Month: 10–hours Minimum

Average Years of Local Chapter Volunteer Experience: 1–years

VICE PRESIDENT OF ADMINISTRATION/SECRETARY

ROLE DESCRIPTION: Elected volunteer responsible for preparing, maintaining, recording, and distributing, as appropriate, all records, correspondence, issues tracking sheets, meeting agendas, minutes of meetings, and other documentation of the activities of the Chapter and the Board of Directors.

ROLES AND RESPONSIBILITIES:

Assure safekeeping of all governing documents (approved Bylaws, articles of incorporation, charter agreement, Chapter policies, committee charters, and all other non-financial records for the Chapter)
Maintain all Chapter activity management documents, working with the Board of Directors and the Operations Committee
Coordinate, prepare, and distribute meeting agendas of the Chapter and meetings of the Board of Directors
Attend, actively listen, and take accurate notes at all meetings of the Board of Directors
Maintain and facilitate approval of all meeting minutes of the Board of Directors according to established parliamentary procedures.
Prepare and distribute notice of Annual Membership Meeting to all Chapter members at least 45days in advance of the meeting. Provide non-financial records to members and outside organizations that request information, as approved by the Board of Directors
Coordinate distribution of all general correspondence for the Chapter
Provide support for communications to Chapter membership
Oversee coordination of printed materials (logo items, business cards, etc.)
Develop and implement succession and transition plan for Secretary
STRATEGIC AND BUSINESS MANAGEMENT SKILLS:

Knowledge of effective Correspondence Communications
Knowledge of Document Management
Ability to coordinate, facilitate, and track meeting and subsequent activities
Knowledge of Chapter Bylaws and Policies
Knowledge of Meeting Procedures
Knowledge of PMI Bylaws and Policies
Knowledge of Records Retention Requirements
LEADERSHIP SKILLS:

Active Listening
Decision-making
Writing and Verbal Communication
Time Management
The ideal candidate must have been a PMI or local Chapter member for at least two (2) years in good standing. If a member transferred from another Chapter, he/she may qualify by providing a reference  

Estimated Volunteer Hours per Month: 10–hours Minimum

Average Years of Local Chapter Volunteer Experience: 1–year

VICE PRESIDENT OF FINANCE (CFO)*

ROLE DESCRIPTION: Elected volunteer who is primarily responsible for the Chapter’s financial solvency, operations, and strategy execution. 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 of Directors and executive level volunteer leaders on a monthly basis (Board of Directors meeting)
Report on the state of finances at Board of Directors 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 of Directors
Establish, maintain and ensure compliance with all financial operational processes to ensure continuity of Chapter operations and define, document and maintain Chapter policies including financial reserve policies, investment policies, and record retention and destruction policies established by the Board of Directors
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 in accordance with Chapter Board of Directors policies regarding Record Retention and Destruction policies
Establish financial metrics; ensure Chapter is maintaining requirements
Serve as liaison with PMI Global on financial matters
Prepare financial guidelines and procedures for the Chapter along with Board of Directors
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 to appropriate officers in a timely manner
Confirm and check bank accounts monthly
Develop and implement succession and transition plan
STRATEGIC AND BUSINESS MANAGEMENT SKILLS:

Accounting Software/Tools (e.g. Quick Books, Excel) Knowledge of Financial Planning
Analytical Thinking Knowledge of Generally Accepted Accounting Principles (GAAP)
Documentation Skills/Financial Record Keeping
LEADERSHIP SKILLS:

Decision Making
Technical Tools Skills
Time Management Skills
Skilled in Strategic Planning and Process Execution
The ideal candidate must have been a PMI or local Chapter member for at least two (2) years in good standing. If a member transferred from another Chapter, he/she may qualify by providing a reference 

Estimated Volunteer Hours per Month: 10–hours Minimum

Average Years of Local Chapter Volunteer Experience: 2–years

VICE PRESIDENT OF MEMBERSHIP

ROLE DESCRIPTION: Elected volunteer ultimately responsible for serving the needs of the Chapter membership, ensuring continued growth through proactive and innovative onboarding, retention and member engagement. This member of the Board of Directors oversees the establishment and revision of measurable membership recruitment and retention goals, and the monitoring of success metrics, for appropriate action by the Board of Directors (in accordance with Chapter policies and Bylaws).

ROLES AND RESPONSIBILITIES:

Oversee the development and implementation of an annual Chapter Membership Plan
Monitor and report on all Chapter membership metrics
Answer general member/non-member information inquiries and other requests for assistance with membership and its benefits
Support and attend annual general meeting and all Chapter meetings as appropriate
User of the Chapter Reporting System (CRS) for analysis and reporting of membership data
Oversee the maintenance of Chapter membership records
Provide communication list/member updates to officers as requested
Oversee the production and distribution of timely membership reports, such as monthly membership reports by demographics (city, state, age, industry, etc.)
Review and analyze member satisfaction survey data and enhance membership benefits
Review and analyze lapsed (non-renewal) member survey
Analyze and integrate survey feedback for inclusion in the strategic/operational planning
Oversee membership welcome and support plan including the promotion of PMI and Chapter membership value
Oversee rewards and recognition program plan to recognize member milestones (such as anniversaries or awards)
Appoint, manage and develop directors and coordinators as appropriate to assist in membership responsibilities
Develop and implement succession and transition plan for VP of Membership and subordinate directors and coordinators
STRATEGIC AND BUSINESS MANAGEMENT SKILLS:

Customer Service
Data Analysis & Reporting
Marketing Skills
Proficiency in using Survey Tools/Market Research/Demographic Research
Proficiency in using PMI Chapter Reporting System (CRS)
LEADERSHIP SKILLS:

Persuasion/Motivation
Public Speaking/Presentation
Strategic Planning and Process Execution
The ideal candidate must have been a PMI or local Chapter member for at least two (2) years in good standing. If a member transferred from another Chapter, he/she may qualify by providing a reference 

Estimated Volunteer Hours per Month: 10–hours Minimum

Average Years of Local Chapter Volunteer Experience: 1–years

VICE PRESIDENT OF MARKETING AND COMMUNICATIONS (CMO)

ROLE DESCRIPTION: Elected volunteer responsible for Chapter-based marketing and public relations to increase awareness of both the Chapter and the PMI brand within the territory. The VP of Marketing and Communications will develop and execute an integrated marketing and public relations program to support member acquisition, engagement and retention, as well as event promotion, outreach activities, sponsorships and other activities in alignment with the Chapter’s strategic objectives. These activities shall be performed in accordance with Chapter Bylaws and PMI policies, brand guidelines and global marketing strategy.

ROLES AND RESPONSIBILITIES:

Develop and implement an integrated marketing and public relations program aligned with the Chapter’s strategic objectives
Develop and maintain the Chapter’s social media strategy and social media policy
Develop and manage Chapter outreach to increase Chapter membership
Develop and implement a Community Outreach Plan including commercial, not-for-profit and other professional associations
Create and execute annual marketing and public relations plan with detailed activity calendar including email, social media, advertising, events, press releases, web updates, etc.
Use best practices in marketing and public relations to promote the Chapter and its activities to members and the community at large
Disseminate information both to and from the Chapter in a timely manner
Define and regularly update Chapter communication strategy, policies, goals and objectives
Maintain a communications schedule that details Chapter marketing communications across all channels
Develop all communication vehicles including, but not limited to emails, web content, press releases, social media posts, promotional materials, advertising, etc.
Gain access to PMI’s Marketing Portal and use PMI-provided marketing/PR resources
Work with local vendors to develop marketing materials in accordance with PMI brand guidelines if suitable materials are not available in the Marketing Portal
Plan and purchase print and digital advertising
Monitor, optimize and analyze all marketing and public relations activities
Create and distribute public relations communications to local media outlets (e.g. local newspapers, radio stations and television) and manage local media inquiries
Collaborate with local industries, businesses and academic institutions, where appropriate, to publicize the PMIO and Chapter product and service offerings
Monitor and coordinate branded presentations to external stakeholders and other organizations interested in the activities of PMI
Expand and maintain relationships with sponsors for continued revenue generation to fund the Chapter’s activities
Coordinate and organize presentations to potential Chapter, event and other sponsors
Submit information to PMI’s communications department regarding Chapter activities for inclusion in PMI publications
Appoint, manage and develop directors and coordinators as appropriate to assist in membership responsibilities
Develop and implement succession and transition plan for VP of Marketing and Communications and subordinate directors and coordinators
STRATEGIC AND BUSINESS MANAGEMENT SKILLS:

Knowledge of Fundraising Techniques
Proficiency with Digital Marketing Tools including Email Marketing Platforms, Social Media Platforms, Web Content Management Systems, and Research/Surveys Tools
Strong understanding of Marketing Strategy, Tactics, Planning and Delivery
Working Knowledge of Best Practices in Marketing
Strong Written Communication Skills in Formal Documents (e.g., Newsletters, Annual Plans, Email Communications, etc.)
LEADERSHIP SKILLS:

Public Speaking/Presentation
Persuasion/Motivation
Strategic Planning & Process Execution
The ideal candidate must have been a PMI or local Chapter member for at least two (2) years in good standing. If a member transferred from another Chapter, he/she may qualify by providing a reference 

Estimated Volunteer Hours per Month: 10–hours Minimum

Average Years of Local Chapter Volunteer Experience: 1–years

The Policies and Procedures Director is responsible for the definition of the policies and procedures that will govern the PMI-CCVC assuring that the PMI Global Guidelines and California State laws are adhered to for running of the chapter and the associated financial and non-profit legal requirements. 

Reports to: President-Elect

Status: Open

Roles & Responsibilities

Develop a list of required processes and procedures with the President and Vice Presidents for each area of PMI-CCVC
Direct meetings and activities with the associated staff to generate preliminary policies and procedures for each area
Develop a schedule and process for developing, reviewing and signing off on new procedures and policies
Maintain a list of all process and procedures for the organization in a central location

The Social Media Director will proactively manage the chapter’s presence and utilization of Social Media platforms to advance the mission of PMI CCVC.

Reports to VP Marketing.

Filled by Harmony Frederick, PMP

Roles and Responsibilities:

1. Manage social media marketing campaigns and ongoing activities.

2. Become an advocate for the chapter in Social Media spaces, engaging in dialogues and answering questions where appropriate.

3. Align social media strategy to chapter marketing strategy and then drive that strategy proved by testing and metrics.

4. Develop a strategy and implement a proactive process for capturing member online reviews. Monitor online ratings and respond accordingly.

5. Monitor trends in Social Media tools, applications, channels, design and strategy.

6. Identify threats and opportunities in user-generated content surrounding chapter business. Report notable threats to the Board.

7. Analyze campaigns and translate anecdotal or qualitative data into recommendations and plans for revising Social Media campaigns.

8. Monitor effective benchmarks and best practices for measuring the impact of Social Media campaigns, Analyze, review and report on the effectiveness of campaigns to maximize results.

DIRECTOR OF UNIVERSITY ACADEMIC OUTREACH*

ROLE DESCRIPTION: Appointed volunteer responsible for University Academic Outreach, developing a strategy, and implementing programs that form sustainable partnerships and yield mutual benefits for the Chapter and tertiary/higher educational institutions. 

ROLES AND RESPONSIBILITIES:

Work with the Chapter’s Board of Directors and Chapter partner to develop an overall strategy and plan with objectives for outreach and provide training/mentoring partnerships with local academic institutions to support the objectives of the Chapter and PMI Global
Develop and implement innovative programs with academic institutions to support academic outreach strategy
Develop metrics to measure success of academic outreach programs
Develop strategies and programs to support the establishment of “partnerships” for mutual benefit with academic institutions that help promote the Chapter and the project management profession
Evaluate and maintain academic outreach partnerships
Monitor activities of academic outreach volunteers assigned to manage the program
Maintain a record of local academic contacts
Manage and maintain academic outreach budget
Utilize PMI academic outreach resources to support designated outreach activities (found on the Marketing Portal)
Provide input to PMI academic outreach staff, contribute to the development of academic outreach resources and services for Chapter use (found on PMI Marketing Portal)
Report monthly progress to the Chapter’s Board of Directors and for the annual Chapter business planning with Chapter partner
Incorporate feedback, suggestions and recommendations as necessary to enhance effectiveness and value delivered to the audience and Chapter as they relate to academic outreach resources and services
Act as primary lead for developing academic outreach activities which may include oversight of academic outreach committee volunteers
Responsible for making local academic institutions aware of PMI and the benefits of Chapter support, and PMI products/programs/initiatives relevant to an academic audience
Responsible for identifying and developing programs to involve, develop, engage and manage academic stakeholders
Assure synergy between outreach projects/activities
Gather lessons learned and develop procedures to ensure consistent messaging across outreach activities
Attend regularly scheduled outreach team meetings/conference calls and selected meetings
Create academic outreach articles for Chapter newsletter that provide communications on outreach activities
Help to develop, document, and maintain the role and responsibilities of the position to meet changes in the as conditions change, 
Enhance executive-level awareness of academic outreach programs that should be considered for the Chapter and its members
 

STRATEGIC AND BUSINESS MANAGEMENT SKILLS:

Knowledge of University Academic Environment and Structure
Understanding PMI Approach for Universities (including Accreditation Process)
 

LEADERSHIP SKILLS:

Decision Making
Persuasion/Motivation 
Skilled in Strategic Planning and Process Execution
Stakeholder Management
 

Estimated Volunteer Hours per Month: 10-15 hours 

Average Years of Project Management Experience: 10

Average Years of PMI Volunteer Experience: 5

The Sponsorship Director is responsible for coordinating all interaction with potential and current sponsors.

Reports to: VP of Marketing

Status: Open

Roles and Responsibilities

Develop sponsorship requirements
Identify potential sponsors
Manage the transfer of funds and in-kind contributions of sponsors

The Volunteer Director is responsible for developing and maintaining a community volunteerism plan that enables successful staffing of community volunteer opportunities as requested and/or identified by the PMI-CCVC. 

Reports to: VP of Marketing

Status: Open

Roles & Responsibilities

Serve as central point of contact for volunteers
Maintain a current file of open/requested positions by area/board position

DIRECTOR OF TECHNOLOGY*

ROLE DESCRIPTION: Elected or appointed volunteer responsible for all aspects of Chapter technology including acquisition of technology, support/maintenance of technology, data analytics, technology governance and long-range and annual planning of technology in accordance with any current or future PMI procedures and guidelines. Reports to Vice President of Membership.

ROLES AND RESPONSIBILITIES:

Acquisition of Technology
Participate in the development and implementation of an annual Chapter Membership Plan
Participate in request for proposal (RFP) and contract negotiations (not sole negotiator)
Research new technologies and/or features to improve the Chapter efficiencies and membership experience and report on feasibility of proposed technology initiatives
Collaborate with Chapter leadership to propose initiatives
Gather business requirements
Oversee any initiatives for current or proposed technologies
Lead implementation planning
Oversee training
Support/Maintenance of Technology
Manage all Chapter technology initiatives
Provide administrative support for Chapter technologies
Provide vendor management of technology
Be familiar with all aspects of operational technologies in place and be able to provide backup administrative support
Ensure the Chapter’s owned, rented or leased equipment is in good working order and tracked
Provide regular status updates to Chapter leaders
Communicate service level agreements (SLAs) for issue/request intake process
Manage, recruit and onboard internal and external technology team members, and ensure technology team is providing timely responses to support requests
Coordinate and collaborate with other Chapter Board of Directors members and volunteers where needed
Data Analytics
Per PMI current and future membership and data protection policies:
Provide general data support including, but not limited to, gathering and providing data
Create awareness of available data and the value of it
Provide various analytic reports to Chapter leaders including:
Referral source
Email conversion and A/B testing
Web analytics
System reports: operational defects in IT systems
Governance
Maintain data and transaction services and processes
Maintain inventory of technologies in place, including administrative access information
Ensure compliance with all software/subscription licenses that are acquired
Ensure backups and ensure proper archiving occurs within the infrastructure
Manage internet site security/system monitoring
Maintain the process and methods for access rights for Chapter systems
Assess risk in IT systems
Maintain IT security policies
Long Range and Annual Planning
Successfully plan, track and deliver all IT-related services employed to benefit the Chapter
Work with other technology team members, Chapter Board of Directors members and volunteers to identify opportunities to improve Chapter technology and infrastructure
Provide submission requests for budget and schedule estimates
Provide recommendations for system upgrades
Assist in defining business capabilities
Identify upcoming technology needs based on Chapter plans/activities
Identify road maps focused on sequencing and dependencies
Keep current on technologies being adapted by PMI or other PMI Chapters
 

STRATEGIC AND BUSINESS MANAGEMENT SKILLS

Contract & Vendor Management
Data Analysis & Reporting
Organizational Change Management
IT/IS Project Management 
Skilled in Strategic Planning Process
 

LEADERSHIP SKILLS

Technology Innovation 
Decision Making
Stakeholder Management
 

Estimated Volunteer Hours per Month: 10–15

Average Years of Project Management Experience: 16

Average Years of PMI Volunteer Experience: 7