Get documents about "PMI - Virtual Community Initiative
Document Sample
PMI - Virtual Community Initiative
Presented By:
Neil F. Albert
CPM Past President
1
PMI-CPM Annual Meeting May 2009
Overview
• What is a PMI Virtual Community?
• What are the issues – Reasons for Leaving?
• Why would we stay?
• Why is this important?
• Where do we go from here?
• Backup
– Timeline (PMI VCP)
– Timeline (On our Own)
– Who is Committed to VCP?
– Dues Model
2
PMI-CPM Annual Meeting May 2009
What is a Virtual Community?
• PMI’s virtual communities are:
– groupings of individuals centered on an interest
area, industry, specific need, or knowledge area of
project management without any geographic
boundary
– groups of people from around the world primarily
communicating or interacting with each other
online
3
PMI-CPM Annual Meeting May 2009
What is a Virtual Community?
• Distinct and identified types of virtual
communities include:
– Knowledge Domains
– Industry Domains (industry focused)
– Affinity Communities (relationship and topic
focused)
• CPM is a Knowledge domain
– Comprised of the knowledge areas of PMBOK®,
PMI global standards, and/or the PMI family of
professional credentials and other services
4
PMI-CPM Annual Meeting May 2009
What is a Virtual Community?
• Virtual communities are formed within each of the
three domains
• Two virtual community models
– a community of practice, and
– a forum
• CPM is a Community of Practice (CoP)
– Domain—the area of knowledge that brings the community
together and defines the key issues that members need to
address (EVM/Project Planning and Control)
– Community—the group of people for whom the domain is
relevant and the quality of the relationship among members.
– Practice—the body of knowledge, methods, tools, stories,
cases, and documents which members share and develop
together (EVM Practice Standard)
5
PMI-CPM Annual Meeting May 2009
What is a Virtual Community?
• Primary business intent of the CoP:
– Provide a forum for community members to help each
other solve everyday work problems and engage in
active networking
– Develop and disseminate best practices, guidelines,
and procedures for use by community members
– Organize, manage, and steward a body of knowledge
from which community members can draw
– Innovate and create breakthrough ideas, knowledge,
and practices
6
PMI-CPM Annual Meeting May 2009
What is a Virtual Community?
7
PMI-CPM Annual Meeting May 2009
What is a Virtual Community?
8
PMI-CPM Annual Meeting May 2009
What are the Issues – Reasons for
Leaving?
• Loss of
– Autonomy – must dissolve incorporation; no Governing Board
– Name/Identity – CPM will not exist
– Financial independence – loss of accumulated funds over years of operation
– Bank account – no direct access to CPM funds
– Internet access - limited access to outside members
– Administrative Staff – no dedicated support
– Facilities – no dedicated facilities
• Other Issues
– Membership/level of interest – if CoP designation in jeopardy; become a forum or
potentially closed
– CPMs IP – PMI owns
– Contracts – PMI signs
– Reliance on PMI to provide support
– Pay PMI dues to pay for CPM dues
• MOU with PMI Unenforceable
– Concern they will not live up to their promises
– (Unilateral dissolution of PMA merging agreement - Charter)
9
PMI-CPM Annual Meeting May 2009
Why Should We Stay?
• Name/Identity – focus on EVM as a PM tool
• Governing – manage knowledge dissemination through Community
Council; administrative support from PMI
• Research – maintain research activities
• Membership – available to all PMI members through single dues
approach vs. individual membership by SIG/College
• Education – continue Educational processes with potential ability to
create EV certification
• Conferences – continue face to face conferences; capability for
webinars; membership and community access
• Publications – continue publications as currently developed
• Website – enhanced with greater capabilities
• Awards Program – no disruption in activities
• Copyright – Stays with owner (Changed)
• Increased access to PMI activities through integration of communities
• Maintains Program/Project Management relationship
• Gain access to greater staff and greater reach out to the PMI
community and EVM community as a whole
• PMI will have an EVM CoP or Forum with or without CPM
10
PMI-CPM Annual Meeting May 2009
Why is this Important?
• Discussion framed around benefits of staying
with PMI vs. loss of autonomy:
– Autonomy vs. PMI GOC Control
– On our own vs. PMI
– Business as usual vs. change in governance
– Known identity vs. Virtual access
– Legal protection vs. Memorandum of Understanding
– US based vs. International access
– Community focus vs. Membership focus
• Stay with PMI or go on our own (create a new
EVM professional organization)
11
PMI-CPM Annual Meeting May 2009
Where Do We Go from Here?
• Membership input on situation (PMI-CPM
Forum – website)
• Governing Board recommendation
• Membership votes (need 2/3 majority)
• Work Transition process whether
– On our own, or
– As a PMI virtual community
• Final transition decision must be completed
before 2010
12
PMI-CPM Annual Meeting May 2009
BACKUP
13
PMI-CPM Annual Meeting May 2009
The VC Transition Process: The Timelines (M1 – M4)
Virtual Community Transition Activities – Month 1 to Month 4
End of Month 1 End of Month 2 End of Month 3 End of Month 4
Sends C&CR:
Community
● Steering Team Submits
Manager
Receives and
contact info completed CAA to Receives Participates in Submits BP drafts
works with Receives Year 1 Schedules process Begin Year 1 Receives
● Community Purpose C&CR with notification of template and to C&CR for
Steering Team to BP Template and and BP review Business Planning notification from
Statement supporting assigned account process review review; cycles
complete CAA sends to steering with C&CR and and coordinates C&CR of Year 1
● CAA Form (Statement documents manager and with C&CR and drafts back for
of Readiness) team VCAG drafts for review BP approval
VCAG liaison VCAG revision
Steering Team
Receives
Community
Participates in notification
Begin Year 1
Completes CAA, template and from
Receives Year 1 Business Planning Revision
sends to CM to Revision Cycle process review Community
BP Template and coordinates Cycle
submit with C&CR and Manager of
drafts for review
VCAG Year 1 BP
approval
PMI C&CR
(Staff and
C&CR notifies
Schedules
VCAG)
Sends CAA Receives completed Conducts template Receives planning Coordinates with Community
Assigns account Sends VC Year 1 process and Executive
Receives clarifying CAA; distributes CAA and process recommendations PMI functional Manager and PMI
manager and Business Plan template review Approval of
documents from questions to info to all functional review with from PMI groups to review functional groups
VCAG liaison Template with VC and Year 1 BP
VC contact Community departments internally steering team functional groups BP drafts of Year 1 BP
VCAG liaison
Manager approval
PMI Functional
Coordinates
Groups
Receives
Preview CAA and recommendations for Deliver
Receives CAA Info Assist in review of notification from
ask clarifying support to community recommendations
from C&CR BP drafts C&CR of Year 1
questions to include in to C&CR
BP approval
Business Plan
14
The VC Transition Process: The Timelines (M5 – M9)
Virtual Community Transition Activities – Month 5 to Month 9
End of Month 5 End of Month 6 End of Month 7 (LAUNCH) End of Month 8 End of Month 9
Receives MYBP
Community
Receives Communicates
template; Remove visibility
Manager
Receives site Receives confirmation of site launch Link existing SIG/
functionality from Receives site Receives MOU Completes MOU distributes to to existing SIG/
Dissolution launch date to information to Deliver site to College website to
PMI; coordinates training from from C&CR staff and submits to steering team; College website;
Package from membership; membership; membership new VC site to
access with VCAG liaison liaison C&CR staff liaison coordinates Begin MYBP and
C&CR notifies Steering coordinates with direct membershilp
steering team process review dissolution
Team C&CR
with C&CR
Steering Team
Community
Receives Receives MYBP
Receives Begins Start delivering on
confirmation of and reviews
notification of site Receives site populating Begins transferring Year 1 Services;
launch date to Deliver site to process with Begin MYBP and
functionality from training from community knowledge content provide support to
membership; membership Community dissolution
Community VCAG liaison content on VC to VC site members
prepares for site Manager and
Manager site (ONGOING)
launch C&CR
PMI C&CR
(Staff and
Confirms launch Coordinates with
Receives signed Sends MYBP
VCAG)
VCAG liaison Staff liaison sends date of VC to Community Delivers site to
MOU from Sends Dissolution template to
conducts site MOU to membership; Manager and PMI membership; Support MYBP
Community Package to Community
training with Community notifies functional groups provides support and dissolution
Manager; notifies Community Manager;
Community Manager Community to ensure site to VC leadership process
PMI functional Manager coordinates review
leadership Manager and PMI launch; updates (ONGOING)
groups of process
functional groups CS system
PMI Functional
Deliver site for Receives
Groups
Prepare for Delivers site to
Community Receive MOU confirmation of Coordinates with
membership membership;
leadership; notification from launch date to C&CR to ensure
transition to VC from provides support
supports as C&CR membership from site launch
SIG/College (ONGOING)
needed C&CR
15
Plan for Separation
VC Transition Roadmap:
Current State
2008 Early Adopters
Community: VCAG: Staff:
HR Dan Drew
ID Guillaume John
Consulting Kent Nina
2009
2009 cont
Community:
Community:
Q1 VCAG Staff
Q3 VCAG Staff
Quality Joanne Anne
Education & Training Joanne John
Government Rose Maura
FSSG Guillaume Anne
Retail Dave Anne
OPM (new) Dan Maura
Utility Kent Maura
Q2 VCAG Staff Q4 VCAG Staff
Manufacturing Kent Nina Healthcare Rose
College of Scheduling Dave Drew Sustainability (new) Dan
Agile (new) Dan Dani Students – begin new approach Joanne
17
2010
Q1 VCAG Staff
Not Yet Declared VCAG:
WiPM Rose
eBusiness Kent
Pharma Kent
Metrics Guillaume
IS Kent/Dan
PMO Dan (Staff: Dani)
DPC Dave
Automation Systems Dan
Q2 VCAG Staff OGP Joanne
Mktg & Sales Kent
NPD Kent
Troubled Projects Joanne
Diversity Rose
A&D Guillaume
Q3 VCAG Staff
Service and Outsourcing Rose CPM Kent
Q4 VCAG Staff
Risk Guillaume
IT&T Dan/Kent
Future Financial Model Proposition
In order to understand the following The current model is
model, several key elements have to be cumulative, you pay as
highlighted: you go, the costs of
membership increase with
Current
•A granular access management the knowledge areas a
capability is being integrated into the member seeks to access
technology platform
•An access model comprising several
layers is being developed:
•5 kinds of users with distinct
accesses privileges
•Several access area levels: Transition
Sneak peeks •Public Currently assessing and planning work
& teasers
•Registered User flow changes to pmi.org.
Discussions
•Forum subscribers (all PMI
& info share
members)
Plus wikis &
blogs •CoP members
Site admin •VC Leaders & Volunteers
•Leveraged business models, whereby
economies of scope and scale can occur.
Target
•Model is revenue neutral; one single fee
for access to all communities of practice
will be determined and will cover the costs
of operating the virtual communities.
Single price fee targeted for 1 January
2010 effective date.
19
