Vice President of Professional Development

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 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

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

EDUCATION: PMIEF Chapter Liaison

PMIEF/PMI CHAPTER LIAISON*

 

ROLE DESCRIPTION: Appointed volunteer responsible for serving as the primary link between the PMI Chapter and the PMI Educational Foundation (PMIEF), PMI’s philanthropic arm and registered nonprofit organization, by building connections and networking both throughout the community and within the Chapter.

 

ROLES AND RESPONSIBILITIES:

Serving the Chapter

Design and promote social good events, including those that serve community needs and are requested by Chapter Board of Directors members (e.g., VP of Outreach, VP of Professional Development, or VP of Events)

Raise awareness and deliver member value through the promotion/advocacy of Chapter social good programs and PMIEF no-cost resources (learning resources, templates, academic scholarships, awards, careers in PM, PMIEF newsletter, etc.) that support engagement in the local community

Engage fellow volunteers through social good programs and opportunities for developing their skills and participating in the community

Network with communities that can benefit from social good programs and free resources provided by PMIEF (e.g. schools, nonprofits, other organizations, etc.)

As invited, participate in Chapter annual planning and propose a yearly business plan specific to PMIEF

Provide Chapter Board of Directors members with regular updates on social good programs being carried out locally

Be familiar with all content related to role as published on PMIEF.org

Communicating and Increasing Awareness

Promote social good initiatives organized by the Chapter through different channels (press, social media, etc.) to increase visibility among your PMI Chapter members and local community and provide reports on their impact

Collaborate with and communicate regularly with PMIEF Community Engagement Committee members on a variety of Chapter social good programs and planning

Inform PMIEF staff administrator periodically regarding Chapter social good programs that are being carried out and those initiatives that have been suggested/proposed by your Chapter

Staying Informed

Become knowledgeable about PMIEF programs, products, resources and partnership opportunities

Attend PMIEF virtual trainings, webinars and monthly teleconferences

Subscribe to and remain up-to-date with two PMIEF monthly e-newsletters: PM For Social Good® and PMIEF/PMI Chapter Liaison.

Participate in virtual events, webinars, and dedicated trainings that further increase awareness, exposure and insights regarding the PMIEF

Participate in global liaison community in development of and sharing of best practices

 

STRATEGIC AND BUSINESS MANAGEMENT SKILLS:

Passion for using project management for the good of others in society (youth, teachers, under-privileged individuals, nonprofits, etc.).

PMI knowledge and experience at the Chapter level

Ability to work independently on sensitive and complex matters

Demonstrated success in working well with people and teams and ability to build relationships both with community organizations and among Chapter volunteers

English proficiency, both written and verbal

 

LEADERSHIP SKILLS:

Public Speaking/Presentation 

Stakeholder Management

Persuasion/Motivation 

Adaptability/Flexibility

 

Estimated Volunteer Hours per Month: 10–20 

 

Average Years of Project Management Experience: 10

 

Average Years of PMI Volunteer Experience: 5

MEMBER SERVICES: Director of Technology

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

EDUCATION: Director of University Academic Outreach

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

ADMINISTRATIVE: Vice President of Finance

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

MEMBERSHIP: VICE PRESIDENT OF MEMBERSHIP

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

MARKETING: VICE PRESIDENT OF MARKETING & COMMUNICATIONS (CMO)

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

ADMINISTRATIVE: SECRETARY

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

ADMINISTRATIVE: President (CEO)

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

ADMINISTRATIVE: President Elect (COO)

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

ADMINISTRATIVE: Policies & Procedures Director

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: Filled - Cynthia Elm

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

MARKETING: Social Media Director

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.

MARKETING: Public Relations Director

The Public Relations Director is responsible for providing information to the community at large. They are responsible for implementing the external part of the chapter marketing plan. Must be a creative thinker as well as a leader. Responsible for the creation and implementation of a public-image campaign that will best suit the interests of the Chapter. 

Reports to: VP of Marketing

Status: Open

Roles & Responsibilities

Responsible for the creation and implementation of a public-image campaign

Responsible for coordinating and implementing a plan whose purpose is to create a positive public image for the Chapter

Work as the liaison between the Chapter and the media by creating press releases related to the Chapter’s image

Responsible for managing and ensuring that the proposed plan is implemented efficiently and successfully

Promoties meeting attendance by announcing meetings in other local magazines/newspapers

Receives and pursues all incoming advertising requests

Promotes Brand Management for CCVC

Develops and prints an annual CCVC Brochure

MARKETING: Sponsorship Director

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

Reports to: VP of Marketing

Status: Filled  - John Briar

Roles and Responsibilities

Develop sponsorship requirements

Identify potential sponsors

Manage the transfer of funds and in-kind contributions of sponsors

MARKETING: Volunteer Director

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

Volunteer Form



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