STATE OF THE CHAPTER PMICLG PLAN FOR 2018

STATE OF THE CHAPTER PMICLG PLAN FOR 2018 January 2018 1

Agenda • 2017 High-level Review • 2018 focus for Membership • 2018 focus for Professional Development • 2018 focus for Communications • 2018 focus for Programs • Wrap-up PMICLG January 2018 2

2018 High-level Review AJ Collier, President PMICLG January 2018 3

2018 High-level Review • PMI-GOC, Region VI, PMICLG Leadership Changes • Chapter Membership • Corporate & Community Outreach • Events & Programs • Expanding the reach of PMICLG to cover the chapters territory • Reach out and recognize a company or individual for their roll in advancing project management PMICLG January 2018 4

Chapter Finances* Bank Balances: Beginning $28, 220 Ending $25, 101 Income: $ 25, 357 Membership Dues $12, 053 Monthly Meetings $ 4, 942 Other Projects $ 3, 000 Sponsors $ 5, 363 Expenses: $ 28, 476 Monthly Meetings $5, 860 Chapter Overhead $ 5, 120 Leadership Conferences $8, 996 Donations to Charity $8, 500 *Accounts still in reconciliation PMICLG January 2018 5

Giving Back Donations to Charity (Proceeds from Golf Tournaments) National Breast Cancer Foundation Inc. PMI Scholarships: (https: //pmief. org/scholarships/scholarship-directory/) PMI Eric Jenett Founders Scholarship (up to $2, 000) Joseph Del. Grosso Ray Piper Scholarship (up to $1, 000) Kole Kicok PMICLG January 2018 6

PMICLG subchapter development-status Beaumont Local Contact – Justin Rye Meeting time/ location - TBD Lake Jackson Local Contact – Ralph Webb Meeting time/ location – TBD PMICLG January 2018 7

2018 Focus for Membership Tom Nutbrown, VP Membership PMICLG January 2018 8

First, a look back in time. . . rom f t rp 2016 e c Ex uary eting e Jan ter M tion ta ap Ch resen P Announced plans to do Non-Member Outreach & Guest Pass program Presentation Title 9

Membership Growth in the past 2 years 420 members on 01/24/2018 Presentation Title 10

Contributing Factors to Membership Growth • Industry Demand for Project Management Skills and PMI Certifications • Word of Mouth of Chapter Members to Colleagues, Friends, etc. • Monthly Dinner Meetings – Presentations: learning, PDU opportunities – Networking opportunities • Non-Member Outreach – contacting PMI members in our territory who have never joined the chapter • Guest Pass Program – 8 new members joined in 2017 • Publishing monthly list of New & Renewing members at www. PMICLG. org • Awarding Certificates at 5 -, 10 -, 15 -year membership milestones • Other Thoughts, Suggestions? ? ? Green – New Initiatives in past few years Presentation Title 11

Chapter Membership Monthly Statistics • Jan 2018: 15 new members, 14 renewals so far. . . PMICLG January 2018 12

Chapter Members by Industry (as self-selected in your profile) A variety of industries represented. Probably some overlap. . . NASA: Aerospace or Government Petro-chem: Energy or Manufacturing Etc. Presentation Title 13

Our Membership by Membership Class • Want to relaunch Student Membership Outreach – Anybody Interested to Help? – Have some contacts at Colleges with PM Courses? Presentation Title 14

PMI Certifications Among Chapter Members • 284 PMPs among Chapter Members (68%) – Who here tonight has PMP Credential? (and getting a PDU!) • Only a handful of other PMI certifications. Presentation Title 15

PMI-CLG 2017 Milestone Anniversaries PMICLG January 2018 16

PMI’s Chapter Satisfaction Survey: Conducted by PMI-Global. (2017 survey in process now) 2016 lower than 2015, but “positive” at >60% PMICLG January 2018 17

Another Comparison Jan 2016 to Jan 2018 What is driving the trend? How to increase satisfaction? Who can help? Jan 2016 Chapter Meeting Jan 2018 Chapter Meeting PMICLG January 2018 18

2018 Focus for Membership • Continue Non-Member Outreach & Guest Pass • Increase Communication with New & Renewing Members – Volunteer Opportunity: Interested to Help? • Student Membership Outreach – Volunteer Opportunity: Interested to Help? • Seek to Understand Survey Trends and Take Action – When 2017 Survey is published, will it continue trend? • Addition of Golden Triangle and Lake Jackson Meetings PMICLG January 2018 19

Delivering Value 1. How can the Chapter better engage the Members? 2. How can the Chapter better serve the Members/ Community? 3. What should the Chapter do Differently? Open Discussion PMICLG January 2018 20

2018 Focus for Professional Development Michael Henry, VP Professional Development PMICLG January 2018 21

2018 Focus for Professional Development • Big Professional Development Events – Region VI Conference Leadership Institute – St Louis April 13 -15 – Seminar @ Sea April 26 - 30 – Houston Conference & Expo June 6 -8 – LIM and Congress October 3 - 6 • PDUs Aligned to the PMI Talent Triangle • Education Resources • Discussion: What Professional Development do you want? PMICLG January 2018 22

Professional Development Events Region VI Conference April 13 th – 15 th, 2018 in St. Louis, MO Keynote Speaker TBD PMICLG January 2018 23

Professional Development Events PMI-CLG S@S XIII 16 PDU credits while enjoying a 4 day Caribbean cruise with a stop in Cozumel, Mexico on Carnival’s Liberty sailing from Galveston, TX: April 26 -30, 2018. Speakers include: Bill Stewart, CEO PLMG Kevin Martin, PMP Kim Buchsen, SPC Tina Behers, SPC 4 Dennis Sherman, PMP Kathy Ridley, PMP Dr. Desiree Le. Blanc, PMP PMICLG January 2018 24

Professional Development Events PMI-Houston Conference & Expo TBD, 2018 @ NRG Center, 8400 Kirby Drive • Multiple Tracks & Sessions aligned with the PMI Talent Triangle • Half-Day Workshops on Wednesday • 2 -Day Sponsor & Vendor Expo • Annual Job Fair on Tuesday • Networking Reception on Monday • Potential to earn up to 22 PDU’s PMICLG January 2018 25

Professional Development Events PMICLG January 2018 26

PMI Talent Triangle In today’s competitive global marketplace, technical skills are simply not enough. Companies are seeking added skills in leadership and business intelligence to support longer-range strategic objectives that contribute to the bottom line. To stay relevant and competitive, you must develop these employer-demanded skills. PMICLG January 2018 27

PMI Talent Triangle • Technical project management: Knowledge, skills and behaviors related to specific domains of Project, Program and Portfolio Management. • Leadership: Knowledge, skills and behaviors specific to leadership-oriented, cross-cutting activities that help an organization achieve its business goals. • Strategic and business management: Knowledge of and expertise in the industry or organization that enhances performance and better delivers business outcomes. PMICLG January 2018 28

PDU Structure PMICLG January 2018 29

PDU Structure PMICLG January 2018 30

Education Resources • PMI Education http: //www. pmi. org/learning. aspx • Chapter Education http: //pmiclg. org/content. php? page=References • PMI Houston Education http: //pmihouston. org/content. php? page=Professional_Develop ment • Online Continuing Certification Requirements (CCR) System for credential maintenance https: //ccrs. pmi. org/ PMICLG January 2018 31

Discussion • What Professional Development do you want? PMICLG January 2018 32

2016 Focus for Communications Daniel De La Garza, VP Communications PMICLG January 2018 33

2016 Focus for Communication • Corporate Outreach & Sponsors • PMI GOC Website Updates • PMICLG Website Statistics • PMICLG Website Enhancements Planned • Discussion: PMICLG Website Enhancements Desired? PMICLG January 2018 34

2018 Focus for Programs Scott Field, VP Programs PMICLG January 2018 35

2018 Focus for Programs • Chapter Events list for 2018 • PDU Mapping for Educational Programs • Speaker Nominations • Chapter Event Support Sign-ups • Venue Discussion – Search Committee? PMICLG January 2018 36

2018 Event Calendar (working) • 25 January – (PMICLG forward plan) PMICLG Bo. D • 22 February – Real Scope Management Scott Field • 22 March – (Communication Management) TBD • April 13 -15 – Region 6 Leadership, St. Louis, MO • April 26 -30 Seminar @ Sea XIII (16 PDUs) • 26 April - (Agile/ Scrum) TBD • 13 May PMICLG Golf Tournament – Fund Raiser - Bay Forest • 24 May - (Business Analysis) TBD • June 6 -8 Annual Houston Conference, Houston (22 PDUs) • 28 June – Advanced Workface Planning Stewart White • 26 July – Project Portfolio Management Julian Morales • 23 August - (Cost Management) TBD • 27 September - (Coaching/ Mentoring) TBD • 8 October PMICLG Golf Tournament – Fund Raiser - Battleground • October 6 -8 Global Congress, Los Angeles, CA • 25 October - (Quality Management) TBD • 06 December – Bossing the Boss Margaret Johnson PMICLG January 2018 37

Discussion: Speaker Nominations • 22 March – (Communication Management) TBD • 26 April - (Agile/ Scrum) TBD • 24 May - (Business Analysis) TBD • 23 August - (Cost Management) TBD • 27 September - (Coaching/ Mentoring) TBD • 25 October - (Quality Management) TBD Schedule and Topics are Flexible!!! PMICLG January 2018 38

Discussion: Chapter Event Support • April 13 -15 – Region 6 Leadership, St. Louis, MO – PMICLG Promo item (Selection & Procurement) – PMICLG Booth (Plan & Preparation) • April 16 -30 Seminar @ Sea XI – Logistic Planning (Scheduling speakers, Social events, Signage, Give-aways) – Promo packing (Stuff bags with promo items) – Badging (Presenters, Attendees, Guests) • May 13 PMICLG Golf Tournament – Fund Raiser - Bay Forest – Logistics Planning (Layout, Food selection, Finance) – Check-in (Day of Tournament) – Beverage Service (Day of Tournament) – Awards Presentation (Award selection, Procurement, Tabulation) • June 6 -8 Annual Houston Conference, Houston – Booth Manning (Plan, Logistics, Manning the booth) • October 8 PMICLG Golf Tournament – Fund Raiser – Battleground – Logistics Planning (Layout, Food selection, Finance) – Check-in (Day of Tournament) – Beverage Service (Day of Tournament) – Awards Presentation (Award selection, Procurement, Tabulation) PMICLG January 2018 39

Discussion: Venue Search Team • PMICLG Venue Search Team will: – Evaluate viability of current venue – Generate and Check out other candidate venues – Coordinate the transition to the new venue (if appropriate) 3 volunteers needed PMICLG January 2018 40

Wrap-up PMICLG January 2016 41

Re-cap Suggestions Additional Questions PMICLG January 2018 42

PMICLG January 2018 43