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					                 Chapter Name: PMI Portland Chapter                                                                                                                                                                                                                 Version: Mentor 02192009

                 Reporting Year: June 2010


                                                                                                                                                                              Component Service Targets and Actuals by ReportingYear
                                                                                                   Component                         Component Performance Against PMI
                                                                               Component
                                                                                                 Program SWOT                            Targets by Reporting Year
                                                                                Initiatives                      PMI Target for
  PMI BSC                               PMI BSC               Component                              Analysis                              (Met/Exceeded/Short)
                                                                                (Services,                      Services (Taken                                          Enter 12 month Reporting Period,                                  Metric Modifications       Comments/Suggestions
Perspectives                           Objectives              Programs                             (Yes/No)
                                                                                 Projects,                       from Catalog)                                                                                 July 2009 - June 2010
                                                                                                  Please attach                                                                   e.g. July - June
                                                                                Products)
                                                                                                      SWOT
                                                                                                                                                                                 2009                   2010                 2011
                                                                                                                                       2009        2010        2011
                                                                                                                                                                          Targets     Actuals    Targets    Actuals   Targets    Actuals
                                   Provide knowledge
                                   and tools with great
                                         service
     Stakeholder Intimacy




                                       Strengthen             Membership                              No       70% Membership        Exceeded    Exceeded                  70%         91%         70%       90%        70%
                                   stakeholder loyalty         Retention                                       retention

                                                              Membership                                              70% of         Exceeded    Exceeded                  70%         98%         70%       95%        70%
                                                              Satisfaction                                       respondents on
                                                                                                                a five point scale
                                                                                                                report 3 or better

                                      Demonstrate
                                   benefits from project
                                      management

                                        Thought
                                       leadership
     Internal Business Processes




                                       Profession          Component Events Monthly meetings          No           16 hours per      Exceeded    Exceeded                   16          46          16        28         20                                       Includes Annual Professional
                                        enablers                                / Annual                         year (sum of all                                                                                                                                 Development Day Conference and
                                                                              conferences                       events in hours)                                                                                                                                  Monthly Dinner Meetings Only
                                                                                                                      70% of         Exceeded    Exceeded                  70%         98%         70%       95%        70%                                       95% PDX Chapter Survey
                                                                                                                 respondents on                                                                                                                                   93% PMI GOC Survey
                                                                                                                a five point scale
                                                                                                                report 3 or better

                                       Partnering

                                       Advocacy

                                      Make PMI a              Component        Component web          No           Web site is       Exceeded    Exceeded                   12          52          12        52         12                                       Updated Weekly - more often as
                                    customer centric       Customer Centricity     site                          updated monthly                                                                                                                                  needed
                                      organization              Program                                            (Number of
                                                                                                                    updates)

                                                                                                                      70% of         Exceeded    Exceeded                  70%         88%         70%       93%        70%                                       Used PMI GOC Survey
                                                                                                                 respondents on
                                                                                                                a five point scale
                                                                                                                report 3 or better

                                                                              Communication           No           10 per year       Exceeded    Exceeded                   10          20          10        28         10
                                                                             with members via                       (Number)
                                                                             newsletter and/or                        70% of         Exceeded    Exceeded                  70%         94%         70%       96%        70%
                                                                                   email                         respondents on
                                                                                                                a five point scale
                                                                                                                report 3 or better
     es
           Chapter Name: PMI Portland Chapter                                                                                                                             Version: Mentor 02192009

           Reporting Year: June 2010
                                                                     Recognition for      No      10 per year       Exceeded   Exceeded   10    24    10    24    10    Recognition for new members and
                                                                      new members                                                                                       credentials distrbuted monthly and
                                                                    and/or credentials                                                                                  announcedat each dinner meetings
                                                                        earned by
                                                                        members
Culture and Capabilities




                                                                                                     70% of         Exceeded   Exceeded   70%   94%   70%   98%   70%
                                                                                                respondents on
                                                                                               a five point scale
                                                                                               report 3 or better

                                                                        Marketing         No    Package exists        Met        Met      Yes   Yes   Yes   Yes   Yes
                                                                    introduction and            and is updated
                                                                    benefits package           annually (Yes/No)

                                                                                                     70% of          Short      Short     70%   0%    70%   53%   70%   Revised materials this year and did
                                                                                                respondents on                                                          not start using it until late in the year -
                                                                                               a five point scale                                                       expect to meet or exceed
                                                                                               report 3 or better                                                       expectations this coming year using
                                                                                                                                                                        the new materials.
                            Make leadership         Component       Transition/Orientin   No       1 per year         Met        Met       1     1     1     1     1
                             excellence a         Leadership Dev.     g new leaders
                               strategic             Program
                             competency


                                                                     LIM or regional      No       1 per year       Exceeded   Exceeded    1     2     1     2     1    6 board members attended the
                                                                       leadership                                                                                       Orlando , FL Leadership meeting and
                                                                         meeting                                                                                        4 board members attended the
                                                                       attendance                                                                                       Region 1 Leadership Conference.

                           Make market and                          Strategic planning    No   1 meeting per year     Met        Met       1     1     1     1     1
                           business develop-                        meeting to review
                            ment a strategic                             strategic
                             competency                               alignment and
                                                                      business plan

                           Leverage resources                          Conduct            No      1 per year          Met        Met       1     1     1     1     1
                           / investments in the                       Satisfaction
                               marketplace                              Survey
                                                                       Complete           No      1 per year          Met        Met       1     1     1     1     1
                                                                        Strategic
Resources




                                                                       Alignment
                                                                    Scorecard Report

                            Maintain financial
                                viability
Chapter Name: PMI Portland, OR Chapter                                                                                                                                                                                                                                        Version: Mentor 02192009

Reporting Year: 2010


                                                                                                                                                                           Component Service Targets and Actuals by ReportingYear
                                                                                                    Component                      Component Performance Against PMI
                                                                                                  Program SWOT                         Targets by Reporting Year
                                                                                 Component                        PMI Target for
   PMI BSC                               PMI BSC            Component                                 Analysis                           (Met/Exceeded/Short)
                                                                           Initiatives (Services,                Services (Taken                                       Enter 12 month Reporting Period,                                  Metric Modifications       Comments/Suggestions
 Perspectives                           Objectives           Programs                                (Yes/No)
                                                                            Projects, Products)                   from Catalog)                                                                              July 2009 - June 2010
                                                                                                   Please attach                                                                e.g. July - June
                                                                                                       SWOT
                                                                                                                                                                               2009                   2010                 2011
                                                                                                                                     2009        2010        2011
                                                                                                                                                                        Targets     Actuals    Targets    Actuals   Targets    Actuals
                                    Provide knowledge
                                    and tools with great
                                          service


                                        Strengthen                         New Member                No        Number of events      Met         Met                       6           6         10         10        10                                        .5 Hour orientation once a month
                                    stakeholder loyalty                    Orientation                                                                                                                                                                          Sept - June
      Stakeholder Intimacy




                                                                           New Member                No        Number of             Met         Met                       0           0         86         86         0                                        This was a pilot program that did not
                                                                           Retention Program                   Contacts                                                                                                                                         have full board support and failed to
                                                                                                                                                                                                                                                                recognize the value in the time soent -
                                                                                                                                                                                                                                                                pilot disbanded and program
                                                                                                                                                                                                                                                                discontinued.

                                       Demonstrate                         Chapter Band - The        No           Number of          Met         Met                       0           0          1         1          1                                        Chapter Band was formed as part of
                                    benefits from project                  Scope Creeps                            Events                                                                                                                                       the "out of the box" thinking for
                                       management                                                                                                                                                                                                               engaging and providing a fun event
                                                                                                                                                                                                                                                                for members - Christmas dinner
                                                                                                                                                                                                                                                                meeting was well attended and band
                                                                                                                                                                                                                                                                received good reviews
                                    Thought leadership                     Roundtables               No        Number of events      Met       Exceeded                    6           6          7         8          8                                        Added two new roundtables this year.




                                        Profession          Professional   Work Shops                Yes       Number of events      Met         Met                       6           6          6         6          6
                                         enablers           Development



                                                                           PMP Prep                  No        Number of events      Met         Met                       2           2          2         2          2




                                                                           Mentoring Program         No        Number of             Met       Exceeded                    5           5         25         30        40                                        Planning shorter mentor cycles and
                                                                                                               Participants                                                                                                                                     adding a second program - expect to
      Internal Business Processes




                                                                                                                                                                                                                                                                increase mentors and mentees


                                                                           Career Networking         No           Number of          Met       Exceeded                    1           1          2         3          2
                                                                                                                   Events



                                        Partnering                         eLearning Partner         No        Number of             Met         Met                       1           1          1         1          1
                                                                                                               Partnered
                                                                                                               programs
      Internal Busines
Chapter Name: PMI Portland, OR Chapter                                                                                                                                                                             Version: Mentor 02192009

Reporting Year: 2010
                                     Advocacy                         Execellence in PM     No   Number of            Short    Short     3    2    3    0    5    Independent program, not aligned   Awards Categories:
                                                                      Award (EPMA)               submissions in                               1         1         with PMI                           Project of the year
                                                                                                 each category                                5         0                                            Project manager of the year
                                                                                                                                                                                                     Student projects of the year
                                                                                                                                                                                                     Leadership fell off of this program
                                                                                                                                                                                                     and the marketing was not engaged
                                                                                                                                                                                                     until it was too late to generate
                                                                                                                                                                                                     visibility - survey respondents rated
                                                                                                                                                                                                     program as a value



                                                                      Academic Outreach     No   Number of            Met       Met      45   46   45   45   45
                                                                                                 contacts (schools)



                                    Make PMI a                        Jobs Distribution     No     Number of Job      Met     Exceeded   65   65   75   81   75
                                  customer centric                                                   Postings
                                    organization
      Culture and Capabilities




                                  Make leadership        Volunteer    Monthly Recgonition   No       Monthly          Met       Met      5    5    10   10   10                                      Volunteer of Month
                                   excellence a         Recognition                                 Recognition
                                     strategic
                                   competency

                                                                      Annual Event          No     Annual Event       Met       Met      1    1    1    1    1                                       Annual Recognition Event




                                 Make market and
                                 business develop-
                                  ment a strategic
                                   competency

                                 Leverage resources                   Dinner Meeting        No                        Met      Short     10   10   10   9    10                                      Lost a sponsor for June at the last
                                 / investments in the                 Sponsors                                                                                                                       minute - chapter sponsored meeting
                                      marketplace


                                                                      Paid Staff            No                        Met       Met      2    2    2    2    2
      Resources




                                  Maintain financial
                                      viability
Column(s)
Referenced
In Header
In Header




   A&B
   D&F
    D
    D
    E
    F




   J-O
Description


Chapter Name - Input the reporting chapter name
Reporting Year - Input the year in which chapter is reporting

The SAS Core Services and Core Example spreadsheets are protected, but you may unprotect
if needed. There is no password.
To learn more about PMI's Balanced Scorecard perspectives and objectives please see the PMI
Strategy Map
Only Core Services and minimum requirements listed
For more information on services, please review the Catalog of Core and Extended Services
If the chapter offers additional services, they can be added to the spreadsheet appropriately aligned to
PMI's Strategic Objectives.
Strengths Weaknesses Opportunitites Threats (SWOT) is part of Multi-Year Business Planning, only
a yes or no is required hereask members to rate their satisfaction with the services provided on a
The annual survey should
scale of 1 tosurvey should ask the members to rate their satisfaction with the folllowing:
The annual 5.
 - Member satisfaction
 - Monthly meetings / Annual conferences
 - Component web site
 - Communication with members via newsletter and/or email
 - Members and/or credentials earned by members recognition
 - Marketing introduction and benefits package
In 2009, chapter leaders are responsible for reporting only actuals for year 1 and targets for years 2
and 3
Description


Please enter the chapter name
Please enter the end month and year that the report is being submitted
for

				
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posted:12/2/2011
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