ROLEDESCRIPTION: Elected Volunteerresponsibleforoveralloversightofthechapterand

PRESIDENT

ROLEDESCRIPTION: Elected volunteerresponsibleforoveralloversightofthechapterand theboard.Thepresidentshalldirecttheactivitiesoftheotherboardmembersinaccordancewith thechapterbylaws.

ROLES ANDRESPONSIBILITIES:

• Directthechapter’sstrategicgoals
• Striveto achievethechaptervision,mission andobjectivesasdetailed bythechapterboard andPMIand chapterstrategicplan
• Directtheactivities ofotherofficerstoward chaptergoalsandobjectives
• Assurethatthechapterboard workstogetherasa team
• Representthechapteratpublicevents
• Ensurestrategicalliance,planning and annualreporting
• Ultimately accountableforallboardoperationsand chapteractivities
• Actas aliaisonbetweenthechapterand PMI
• Ensurethatthecharterrenewalisupdated and in complianceasspecified by PMI
• Presideovertheboardof directorsmeetingsand the annualgeneralmembershipmeeting
• Ensurethatallchapterbusinessisbeing donelegallyand ethically
• Assumeresponsibilityfortheoverall functioningof thechapter
• Legallyrepresentthe organization (thisrolecan beco-dependentwith the financeofficer)
• Ensurestatutoryand regulatorycompliancein consultationwiththevicepresidentof finance
• With theboard,ensureprudentdisbursementofchapterfunds
• Driveimplementationof revisionand amendmentsofPMI policiesand guidelinesto chapterprocesses
• Manageperiodicpolicy audits
• Promoteleadership developmentopportunitiesforboard development.
• Develop and implementasuccession and transition plan

ROLESPECIFICSKILLS:

• PMIKnowledgeand Experience
• OrganizationManagement
• ManagementSkills
• VolunteerRecognition andAppreciation

OTHERLEADERSHIPSKILLS:

• Abilityto Delegate
• Effectively PublicSpeaking/Presentation Skills
• ConflictResolutionSkills
• TeamBuilding Skills

AVERAGEVOLUNTEERHOURS PERMONTH: 25HOURS

VICE-PRESIDENTOF FINANCE

ROLEDESCRIPTION: Elected volunteerresponsibleforfinance.Responsibleformaintaining andpresenting allfinancialrecordsrequiredforchapteroperationsin accordancewith chapterand bylaws.

ROLES ANDRESPONSIBILITIES:

• Maintain andmanageaccountsreceivableand payableand allfinancialportfolios,including butnotlimitedto thecollection of chapterduesfrom PMI,guestpaymentsforchaptermeetings orspecialeventsand thepaymentofallchapterbillsinaccordancewith chaptercommitteedirectives
• Establish andmaintain allrequired chapterbankaccountsand/orsimilarfinancialtransactions;arrangeforofficersignaturesasrequiredProvidefinancialreporting regarding thestateoffinancesand chapteractivityto chaptermembership,board and executivelevelvolunteerleadersonamonthlybasis(boardmeeting)
• Reportonthestateoffinancesatboardmeetingsand chaptermeetings
• Develop an annualoperating budgetand financialstatementtobeincluded in theannualapplication forcharterrenewal
• Ensurethechapterhasreviewed and reportedrequired taxfilings
• Recommend improvementsin thefinancialprocessesto theboard
• Establish andmaintain financial operationalprocesses to ensurecontinuity of chapteroperationsand define,documentandmaintainchapterpolicies
• Maintain theannualbudget
• Contributeto financialplanning/goalsetting,investing,forecasting and budgetingforthechapter
• Distribute/communicatefinancialsectionof theannualreporttochaptermembership
• Assistin thepreparationoftheannualfinancialstatementsand reports
• Providetimely informationtoindependent auditorsasrequired Keep an upto dateinventoryof allthegoodsofthechapterHandleallPMIand governmentrequired payments
• Ensuremaintenanceand storageof allhistoricfinancialdocumentsEstablish financialmetrics;ensurechapterismaintainingrequirementsServeasliaison with PMIGlobalOperating Centeron financialmatters
• Preparefinancialguidelinesand proceduresforthechapteralong with board
• Analyzecostimpactand incomebenefitof allactivitiesproposed by theboardofdirectors
• Reviewanychaptercontract,agreementand insurance
• Distributeinformation,materialsand/orfeesreceivedfromthePMIGlobalOperating Centertoappropriateofficersin atimely manner
• Confirm and checkbankaccountsmonthly
• Develop and implementsuccession and transition plan

ROLESPECIFICSKILLS:

• Documentation Skills/FinancialRecord Keeping
• AnalyticalThinking

• Knowledgeof FinancialPlanning
• LegalAwareness
• Knowledgeof Generally Accepted AccountingPrinciples(GAAP)BasicKnowledgeof Economics
• Accounting Software/Tools(e.g.,QuickBooks,Excel)

OTHERLEADERSHIPSKILLS:

• Negotiation Skills
• ConflictResolutionSkills
• TimeManagementSkills
• TechnicalToolsSkills(e.g.,WebEx,LiveMeeting,Registrationand EventSoftware)
• Adaptability/Flexibility

AVERAGEHOURS PERMONTH:8HOURS

VICEPRESIDENTOFMEMBERSHIP

ROLEDESCRIPTION: Elected volunteerresponsibleforaddressing theneedsofchaptermembership,including servicedelivery,recruiting,and retaining membersinaccordancewithchapterpoliciesandbylaws.

ROLES ANDRESPONSIBILITIES:

• Develop and maintain a chaptermembership plan thatassurescontinued growththroughproactiverecruiting and partnering withmajorareaemployers
• PromotethevalueofPMIand chaptermembership
• Liaisonwith potentialPMImembersand encouragethem tobe membersofthechapter
• Develop and implementaplan torecognizemembermilestones (such asanniversariesorawards)
• Develop and implementamemberretention program
• Revisemembership benefitsand valueonaregularbasis
• Develop and implementmembership welcomeand supportplan
• Answergeneralmembership inquiries;respond to member/non-memberinformation inquiriesand otherrequestsforassistance
• Actastheprimary recipientfortheChapterReporting System (CRS)
• Maintain themembershiprecordsofthechapter(CRS)
• Providecommunication list/memberupdatesto officers
• Coordinatetheproductionand distributionof timely membership reports,suchasmonthlymembership reportsby demographics(city,state,age,industry,etc.)
• Develop and administermembership satisfactionsurvey/exitsurvey
• Ensurethatmembersareawareof availableservices
• Workwithmarketingto develop a plan toimplementoutreach tothecommunityincluding

commercial,not-for-profitand otherprofessionalassociationsaboutmembership

• Supportand attend annualgeneralmeeting
• Develop and implementsuccession and transition plan

ROLESPECIFICSKILLS:

• Proficiency in DataAnalysisand Reporting
• ProficientinEmailCommunications(e.g., MSOutlook,GoogleMail)
• KnowledgeofPMICredentials
• Proficientuse of Survey Tools/MarketResearch/DemographicResearch
• Marketing Skills
• Proficientuse of word processing,spreadsheetand presentation tools(e.g.,MicrosoftOffice,Open Office)

OTHERLEADERSHIPSKILLS:

• PublicSpeaking/Presentation Skills
• ActiveListening Skills
• TeamBuilding Skills

AVERAGEHOURS PERMONTH:20 HOURS

VICEPRESIDENTOFOPERATIONS

ROLEDESCRIPTION: Elected volunteerresponsibleforpreparing,maintaining,recording,circulating allrecords,correspondence,minutesofmeetings,and related affairs of thechapter.

ROLES ANDRESPONSIBILITIES:

• Maintain custody oftheapproved bylaws,articlesof incorporation,charteragreementandofamendmentstheretoandboard policies,committeecharters,and allothernon-financialrecordsforthechapter
• Coordinateand distributeboard meeting agendas
• Maintain allmeetingminutes
• Notify membership notlessthan theperiodstated inthechapterbylawsbeforeannualgeneralmeetings
• Circulateboard agendabefore themeeting toallthemembers
• Providerecordsto membersand outside organizationsthatrequestinformation
• Provideallnotificationsto themembership,directors,auditorsandmembersof committees
• Receiveand dispatch generalcorrespondence
• Providesupportformembership communication
• Preparefor,procureand distributechapterstationary and printed materials
• Develop and implementsuccession and transition plan

ROLESPECIFICSKILLS:

• Agendaand Meeting Coordination
• AbilitytoScribeand Record Minutes
• Proficientuseofword processing,spreadsheet,andpresentationtools(e.g.,MicrosoftOffice,Open Office)
• KnowledgeofMeetingprocedures(e.g.,RobertsRules)
• KnowledgeofPMIBylawsand Policies
• Knowledgeof RecordsRetention requirements
• ProficientinEmailCommunications(e.g., MSOutlook,GoogleMail)
• Proficiency in Editing/Proofreading

OTHERLEADERSHIPSKILLS:

• ExcellentWriting Skills
• ActiveListening Skills
• Facilitation Skills
• TimeManagementSkills

AVERAGEHOURS PERMONTH:20 HOURS

VICEPRESIDENTOFMARKETINGAND PUBLICRELATIONS

ROLEDESCRIPTION: Elected volunteerresponsibleformarketingand publicrelations.TheVP ofmarketing shallberesponsiblefor developingmarketing,corporaterelationsandcommunicationprogramsin accordancewith chapterbylawsand policies.

ROLES ANDRESPONSIBILITIES:

• Marketand publicizethechapterwithinthecommunity
• Develop an awarenessofPMI’smarketing toolsand resources
• Develop and implementmarketing campaignstopromotethechapterand itsactivitiestomembersand thecommunityatlarge
• Develop and implementaperiodicmarketing plan witha detailedmarketing strategy to ensurechapterbrandmanagement
• Develop and implementthechaptermarketing plan
• Createand disseminatethechapter’sannouncements,pressreleasesandmarketing activities
• Develop and distributemarketingmaterials,newsletter,etc.
• Facilitatechaptercommunicationsto externalsources(localnewspapers,radiostationsandorganizations)and shareinformationwithPMIandotherPMIcommunities
• Keepthecoherencebetween themarketingplan andthechapterstrategicobjectives
• Drivethechapter’sadvertisementprocessand ensureresults
• Collaboratewith localbusinessesto publicizethechapterandPMI
• Publicizethechapterand PMIthrough internalandexternalpublications

• Overseetherelationship with thepressand therelation withthepublicauthorities,governmentbodiesand non-governmentalorganizations
• Monitorandcoordinatepresentationsto externalstakeholdersandotherorganizationsinterested in theactivitiesofPMI
• IncreaseawarenessofPMIand thechapter
• Maintain relationshipswithsponsorsforrevenuegeneration tofund thechapter’sactivities
• Coordinateandorganizepresentationsto potentialchaptersponsors,eventsponsorsandothersponsors
• Develop and implementsuccession and transition plan

ROLESPECIFICSKILLS:

• Marketing StrategyandDevelopment
• Marketing PlanExecutionand Delivery
• KnowledgeofPMI’sBrandStrategy (Marketing Portal)
• MarketResearch Skills/ProficientuseofSurveyTools
• ProficientUsageof OnlineCollaboration/Tools(e.g.,Facebook,LinkedIn)NewsletterTools
• Knowledgeof FundraisingTechniques

OTHERLEADERSHIPSKILLS:

• PublicSpeaking/Presentation Skills
• ExcellentWriting Skills
• Abilityto DelegateEffectively
• Negotiation Skills

AVERAGEHOURS PERMONTH:20 HOURS

VICEPRESIDENTOFPROFESSIONALDEVELOPMENTVICEPRESIDENTOFPROGRAMS

Thesetwo positionssharesimilar responsibilitieswith theVPofProfessionalDevelopmentemphasizingchapteractivitiesassociated with ongoing educationalopportunitiesfor themembersandtheVP ofProgramsemphasizing specialeventsandthemanagementofeducationalproviders.

ROLEDESCRIPTION: Elected volunteerresponsibleforprofessionaldevelopment,education and chaptereventsin accordancewithchapterpoliciesand bylaws.

ROLES ANDRESPONSIBILITIES:

• Definestrategiesforimprovementin professionaldevelopment/training programs
• Develop and implementachapterprofessionaldevelopmentplan,including a programroadmapforprofessionaldevelopmentcontentprograms

• Develop plansforand coordinatethechapter’s externaleducationalactivities,such asstudygroups,seminars,workshops,courses,professionaldevelopmentdaysandothereducationalactivities
• Overseesoftskillsdevelopmentand training programs
• Managechapter-createdcredentialexaminationreviewcoursesandothersuchcourses
• Provideinformation to membersand nonmemberson careerdevelopment
• Provideinformation and guidanceto membersand nonmemberson certification/re-certification inthecontextofPMI
• Incorporatefeedback,suggestionsand recommendationsasnecessary to enhanceeffectivenessand valuedelivered tothe audienceand chapterregarding thecontentsof programs
• Providetheinformationnecessaryto market theeducation,certification,aswellastrainingopportunitiesoffered by thechapter
• Recommend,developand deliverprojectmanagement educationmaterials,courses,presentationsand sessions
• Providetheinformationnecessaryto markettheeducation,PMIcertification,aswellastrainingopportunitiesoffered by thechapter
• Develop and implementaplan for educationaloutreach attheelementary,secondaryandcollegiatelevels
• Seeknewprojectmanagementprofessionaldevelopmentprogramsand servicesthroughnetworking with othereducationalorganizationsandPMIchapters
• Coordinateand publicize/organizechaptersocialnetworks
• Promotetheprojectmanagementprofession through theplanning and coordinationof specialevents,asidentified bythechapterboard,designed toenhanceand expand theskillsandknowledgeof project managers
• Incorporatefeedback,suggestionsand recommendationsasnecessary to enhanceeffectivenessand valuedelivered tothe audienceand chapter astheyrelateto thelogisticsofevents/programs
• Overseeevents,presentationsand training programs
• Invitekey influencersfrom industrytoparticipateincommunityevents
• Plan and coordinatespecialevents,asidentifiedby thechapter’sboard,designed to enhancetheprojectmanagementprofessionsand/orexpand theskillsandknowledgeofprojectmanagers
• Develop and implementaprogram roadmap forallevents
• Advancetheprojectmanagementprofession through theplanning and coordinationof specialevents,asidentified bythechapter’sboard
• Develop and implementasuccession and transition plan

ROLESPECIFICSKILLS:

• ProgramandEventPlanning Skills
• Abilityto Develop and ManageProgramand EventSchedules
• KnowledgeofPMICredentialsand PDUs

• Contentand Curriculum Development
• Contractand VendorManagement
• AbilitytoCreateand AnalyzeProgramSurveysand Evaluations
• BasicBudgetManagementSkills

OTHERLEADERSHIPSKILLS:

• Abilityto DelegateEffectively
• PublicSpeaking/Presentation Skills
• TeamBuilding Skills
• Facilitation Skills
• TimeManagementSkills
• Adaptability/Flexibility

AVERAGEHOURS PERMONTH:18 HOURS