2009 PMI Suncoast Chapter Strategic Alignment Scorecard SAS PMI BSC PMI BSC Component Component Component PMI Target for Co

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Description

Pmi Project Management Templates document sample

Document Sample
scope of work template
							2009 PMI Suncoast Chapter Strategic Alignment Scorecard (SAS)
  PMI BSC                               PMI BSC              Component         Component          Component        PMI Target for      Component Performance Against PMI              Component Service Targets and Actuals by Year              Level     Responsibility     Date
Perspectives                           Objectives             Programs          Initiatives     Program SWOT      Services (Taken      Targets by Year (Met/Exceeded/Short)                                                                                                  Needed
                                                                                (Services,          Analysis       from Catalog)
                                                                                 Projects,      (Yes/No) Please
                                                                                Products)        attach SWOT                            Year 1        Year 2       Year 3           Year 1                 Year 2                Year 3
                                                                                                                                                                              Targets      Actuals   Targets    Actuals    Targets    Actuals
                                   Provide knowledge
                                   and tools with great
                                         service
     Stakeholder Intimacy




                                       Strengthen                            Retention Rate           Y           70% Membership                                               70%                                                                Core        VP of          Monthly
                                   stakeholder loyalty                                                            retention                                                                                                                                 Membership

                                                                             Satisfaction             N                 70% of                                                 70%                                                                Core        VP of           Late
                                                                             Survey                                respondents on                                                                                                                          Communications    October
                                                                                                                  a five point scale
                                                                                                                  report 3 or better

                                      Demonstrate
                                   benefits from project
                                      management

                                        Thought
                                       leadership
                                                           Component Events Monthly meetings          Y              16 hours per                                               16                                                                Core     VP of Programs    Monthly
                                                                                / Annual                           year (sum of all
                                                                              conferences                              events)
                                                                                                                        70% of                                                 70%                                                                Core     VP of Programs    Annual
                                                                                                                   respondents on
                                                                                                                  a five point scale
                                                                                                                  report 3 or better

                                                                                 Annual               Y               1 per year                                                1                                                               Extended    VP of Special   September
                                                                             Networking Event                                                                                                                                                                 Projects

                                                                                PMI Picnic            Y               1 per year                                                1                                                               Extended    VP of Special      May
                                                                                                                                                                                                                                                              Projects
     Internal Business Processes




                                                                             Annual Business          Y               1 per year                                                1                                                               Extended    VP of Special   December
                                                                                Meeting                                                                                                                                                                       Projects

                                                                              EVM Workshop            N               1 per year                                                1                                                               Extended Vp of Education       Mar
                                                                              Promote Mega-           N               1 per year                                                1                                                               Extended      Vp of            June
                                                                                 Seminars                                                                                                                                                                 Membership


                                       Partnering           Workshops With       Project              N               1 per year                                                1                                                               Extended       Vp of        February
                                                             The Tampa       Management that                                                                                                                                                               Communications
                                                               Chapter           Works
                                                                                 PMP Prep             Y               3 per year                                                1                                                               Extended Vp of Education    Apr, Oct,
                                                                                                                                                                                                                                                                              May
                                                                                 Defining,            N               1 per year                                                1                                                               Extended       Vp of           May
                                                                                Scheduling,                                                                                                                                                                Communications
                                                                                Estimating
                                                             Community         Local College          Y               2 per year                                                2                                                               Extended      VP of         Spring/Fall
                                                              Outreach          Involvement                                                                                                                                                                 Membership

                                                             Symposium          Joint Fall            N              1 per year                                                 1                                                               Extended VP of Education September
                                                                               Symposium

                                       Advocacy             Branch Chapter   Sarasota Chapter         Y            4 meetings per                                               4                                                               Extended     John Evans     Quarterly
                                                                 Pilot           Meetings                              year
                             Make PMI a          Component        Component web        Y      Web site is          12         Core         VP of           Monthly
                           customer centric   Customer Centricity        site               updated monthly                             Communications
                             organization          Program         Communication       Y      10 per year          10         Core         VP of            None
                                                                  with members via                                                      Communications
                                                                  newsletter and/or
                                                                        email
                                                                      Member           N         70% of           70%         Core      Member at Large    End of
                                                                  Satisfcation with         respondents on                                                 October
                                                                  Communication            a five point scale
                                                                                           report 3 or better

                                                                   Recognition for     N      10 per year          10         Core           VP of         Monthly
                                                                    new members                                                         Membership - VP
                                                                  and/or credentials                                                     of Education
                                                                      earned by
                                                                      members

                                                                      Member           N         70% of           70%         Core      Member at Large    End of
                                                                  Satisfaction with        respondents on                                                  October
                                                                    Recognition            a five point scale
                                                                                              reports 3 or
                                                                                                 better
                                                                      Marketing        Y    Package exists      Completed     Core          VP of           April
                                                                  introduction and          and is updated                               Membership &
                                                                  benefits package             annually                                     VP of
                                                                                                                                        Communications
                                                                      Member           N         70% of           70%         Core      Member at Large    End of
Culture and Capabilities




                                                                  Satisfaction with         respondents on                                                 October
                                                                  benefits package         a five point scale
                                                                                           report 3 or better

                                                                     Volunteer         Y       1 per year       1 per year   Extended    VP of Special    December
                                                                   recognition &                                                          Projects &      Business
                                                                  awards program                                                          President         Mtg
                                                                     Announce          N       8 per year           8        Extended      President       Monthly
                                                                    Employment
                                                                    Opportunities




                           Make leadership       Component       Transition Plan for   N       Plan is          Completed     Core          Board         September
                            excellence a       Leadership Dev.      new leaders             documented &
                              strategic           Program                                  updated annually
                            competency


                                                                    Transition         N     Meeting held       Completed     Core          Board          January
                                                                  meeting with new            annually
                                                                      leaders



                                                                     LIM Global        N    1 board member          1         Core      VP of Education     LIM -
                                                                      Congress              attends per year                                               October
                                                                      Regional         N    1 board member          1         Core      VP of Education    March
                                                                     Conference             attends per year
                  Make market and        Strategy    Strategic planning   N       1 meeting per year                                        1    Core         President     January
                  business develop-                  meeting to review
                   ment a strategic                       strategic
                    competency                         alignment and
                                                       business plan




                  Leverage resources     Surveys        Conduct           N          1 per year                                             1    Core      Member at Large Early Oct
                  / investments in the                 Satisfaction
                      marketplace                        Survey

                                         Reporting   Complete SAS &       N          1 per year                                             1    Core        Consultant     February
                                                      Business Plan
      Resources




                                                     Complete Annual      N          1 per year                                             1    Core        Consultant     February
                                                         Report
                   Maintain financial    Finances    Charter Renewal      N           1 per year                                            1    Core         President     February
                       viability




                                                     Complet Annual       N           1 per year                                            1   Extended    VP of Finance   January
                                                        Budget




** Stakeholder Intimacy - Dark shaded areas are optional because progress in these areas is determined by the success of other objectives
** Once completed the scorecard should be emailed to SAPRreporting@pmi.org
  Cost




  $0.00


  $0.00




  $0.00


  $0.00




 $3,500


  $250

 $5,300



 $1,000



   $0


  6,000

   $0


$10/person
   loss

  $400


  $500
  $1,500

    $0



    $0




   $500




    $0




  $1,000



    $0




   $700



    $0




    $0




    $0




$1,000/perso
     n
$1,500/perso
     n
$1,500




$50.00



 $0


$200

 $0




 $0
PMI BSC Perspective       PMI BSC Perspective
  Stakeholder Intimacy    Strengthen stakeholder loyalty – improve the value to each
                          stakeholder to insure satisfaction one customer at a time.

                          Provide knowledge and tools with great service – to be
                          viewed by stakeholders as an organization that provides what is
                          needed to practice project management and that is “easy to do
                          business with”.
                          Demonstrate benefits from project management – provide
                          organizations with demonstrated results of the benefits of project
                          management to support adoption and continuance of project
                          management practices.

Internal Business Process Facilitate innovative thinking and exchange of ideas
                          (Thought Leadership) – broadly drive and facilitate innovative
                          thinking and exchange of ideas about all aspects of project
                          management and related business practices and results.

                          Provide the means to improve the practice of project
                          management (Profession Enablers) – provide practitioners,
                          suppliers and consumers with the means to continuously
                          improve their ability to effectively and efficiently practice project
                          management through knowledge, process, methodologies, tools,
                          techniques and networking opportunities in order to develop
                          themselves and the profession.

                          Develop/enhance mutually advantageous and trusting
                          relationships (Partnering) – PMI will develop/enhance trusting
                          and vibrant relationships, alliances and formal/informal networks
                          in order to influence organizations to adopt and utilize project
                          management or assist in the further development or
                          dissemination of project management knowledge and resources.

                          Champion project management adoption and maturity
                          (Advocacy) – Through advocacy, PMI will improve the process
                          of building and promoting the value of project management as it
                          relates to achievement of strategic business initiatives
                          (organizational results) to decision-makers.


 Culture and Capabilities Make PMI a customer-centric organization – create well
                          defined and integrated service and delivery capabilities focused
                          on achieving and enduring member/customer relationship.

                          Make leadership excellence a strategic competency – create
                          a model for developing a strategic competency in leadership
                          excellence that would be based on a culture of learning, founded
                          on respect and support for one another.

                          Make market and business development a strategic
                          competency – create a strategic competency that is focused on
                          identifying and creating new market or business opportunities to
                          meet the evolving and changing needs of stakeholders and the
                          profession.

       Resources          Leverage resources/investment in the marketplace – PMI will
                          use all available resources (staff, volunteers, $$ and time) to
                          capitalize on opportunities available in marketplace
                          Maintain financial viability – PMI will maintain financial stability
                          and organizational viability as a foundation to achieve strategic
                          imperatives that advance the profession and provide value to
                          stakeholders.
Core Services
  Level       Service           Measure       Minimum Survey Measure                                           Description                                           Evidence             Toolkit Reference
                                                Level
  Core   None               Retention rate   70%         Overall member The retention rate is calculated as the community members returning if they                DEP
                                                         satisfaction      renewal with PMI. The membership satisfaction as measured by overall result
                                                                           from the membership survey conducted by GOC annual.
  Core   Community          Number of        16 per year Member            The community organizes events (networking meeting, PDU sessions, webinars,             Newsletter,     Professional Development and
         Events             Contact hours                satisfaction with conferences, etc.) for the benefit of members (monthly, quarterly, etc.). The           web site        Education -> Professional
                                                         events            duration of the event is the basis for contact hours, that is each hour of the event    calendar        Development and Education
                                                                           counts as a contact hour. For example a 1 hour webinar is 1 contact hour. A
                                                                           dinner meeting consisting of 2 hours of networking and a 1 hour PDU
                                                                           presentation is 3 contact hours. This includes Professional Development Events
                                                                           service.
  Core   Web site           Web site current Updated     Member            Web site or web presence has the following features:                                    Provide web     Communications -> Component
                                             monthly     satisfaction with - How to contact the community, both e-mail and telephone                               site link       Web Site Tools
                                                         web site          - Calendar of upcoming events for at least 3 months
                                                                           - community leadership information
                                                                           - Appropriately branded (e.g. PMI Logo correctly displayed)
                                                                           For a virtual community, the web site contains the following additional features:
                                                                           - Links to related web sites
                                                                           - Volunteer opportunities
                                                                           - Archived artifacts, events, items

  Core   Communications Number of        10 per year Member                  A newsletter is mailed or posted on the web site (with an e-mail notice sent to all   Newsletter,     Communications ->
         with Members   communications               satisfaction with       members) containing:                                                                  web site,       Communication with Members
                        (via newsletter              communications          - how to contact the community                                                        email           (News Briefs/Special
                        and / or e-mail)                                     - list of community Directors and Officers                                                            Announcements)
                                                                             - recognizing new members, members receiving PMI credentials
                                                                             - up coming community events for the next 30 days
                                                                             - what is new
                                                                             - volunteer opportunities
  Core   New Members, Number of           10 per year N/A                    New members, receiving PMI credentials are recognized by being listed on the          Newsletter,     Membership -> Membership
         PMI Credentialed communications                                     web site, in the newsletter, recognized at a member meeting, receiving a              web site        Recognition
         Recognition      recognizing New                                    welcoming email, or receiving a direct mail welcome package.
                          members, PMI
                          credentialed

  Core   Marketing          Package           Updated      N/A               An item that is created to describe the benefits of joining the community and         Web site,       Marketing -> Members Benefits
         Introduction and   complete          Annually                       made available to members and potential members.                                      Printed copy,   Package
         Benefits                                                                                                                                                  Congress
         Package                                                                                                                                                   Flyer
  Core   Transitioning /    Orientation       1 per year   N/A               A minimum 1 hour training session is held to review the transition checklist with     Self            Component Management -> New
         Orienting New      meeting                                          new leaders and orient new leaders to the community and PMI.                          assessment      Leader Transition Materials
         Community          completed
         Leaders            Transition plan
                            delivered
  Core   Attendance at      Community         1 per year   N/A               A representative of the community attends one of the Leadership Institute             Registration    Volunteer Program -> Volunteer
         LIM                Leader                                           Meetings.                                                                                             Program LIM Attendance
                            Attendance
  Core   Strategic          Complete          1 per year   N/A               A strategic planning meeting of at least 4 hours facilitated by an external person,   Strategic       Strategic Planning -> Strategic
         Planning           Strategic                                        such as a community Mentor. This meeting is separate from the regular Board           alignment       Planning and Alignment
                            Alignment                                        meeting for the community. The outcome of the meeting is a completed                  worksheet
                            Worksheet                                        strategic plan and to have added the PMI GOC Strategic Alignment Worksheet.           delivered to
                                                                                                                                                                   GOC
  Core   Scorecard          Report            1 per year   N/A               An scorecard to members which contains the PMF results for the community.             Newsletter,     Communications -> Scorecard
                            completed                                                                                                                              web site
Extended Services
  Level             Service                Measure         Minimum          Survey                                          Description                                       Evidence        Toolkit Reference
                                                            Level          Measure
Extended Link to the PMI Knowledge     Link on web site                 N/A               The community web site has a link to the PMI Knowledge and Wisdom Centre in
         and Wisdom Centre                                                                an easy to find location. Along with the link, is a brief description of the
                                                                                          Knowledge and Wisdom Centre and the value that members can received from
                                                                                          the Centre.
Extended Knowledge Delivery            Number of items    12 per year   Member            The community provides articles, white papers, presentations, best practices,       Newsletter Professional Development
                                                                        satisfaction with research papers, case studies, glossary of terms and acronyms, processes,           , web site and Education -> Knowledge
                                                                        items             procedures, templates, or tools to members via newsletters, web site, journal, e-   calendar   Delivery
                                                                                          mail, or presentations.
Extended Discussion Topics             Number of topics 12 per year     Member            The community provides discussion topics that are moderated, communicated,          Newsletter Communications ->
                                                                        satisfaction with and timely via web site, conference call, or other means. Where possible the        , web site Moderated Discussion Tools
                                                                        topics            discussions should be linked to the Knowledge Delivery items.                       discussion

Extended Content Information FAQs      Number of new or 12 per year Member            The community provides a minimum of 12 FAQs that address frequently asked          Web site        Professional Development
                                       updated FAQs                 satisfaction with questions of the members concerning the subject of the community.                                  and Education -> Content
                                                                    FAQs                                                                                                                 Information FAQs
Extended   Work with other chapters to Number of issues 1 per year  N/A               The community leadership actively works with the other leaders to address
           address regional issues                                                    issues that effect the PMI members in the region or country to the benefit of the
                                                                                      members in the region or country.
Extended   Community Meeting           Number of         1 per year N/A               The community facilitates a roundtable program which brings together industry
           Roundtable Program          meetings                                       leaders to discuss various project management topics. This can be done in
                                                                                      meetings or virtually.
Extended   Focus groups                Number of         1 per year N/A               The community supports temporary groups to focus on specific topics of interests
                                       groups                                         by providing:
                                                                                      - Discussion forum facilities and moderation
                                                                                      - File storage and archiving
                                                                                      - Promotion of the focus group
Extended   Best Practices              Number of new or 4 per year  N/A               The community will specifically provide best practices that have been reviewed
                                       updated items                                  and agreed to be subject matter experts.
Extended   Templates                   Number of new or 3 per year  Member            The community provides processes, procedures, tools, or templates to members.
                                       updated artifacts            satisfaction with The community must own the IP for the artifact and there must be appropriate
                                                                    artifacts         language governing the use of the artifact.
Extended   Academic Research           Research          $15,000USD N/A               The community provides funding to support research that has been approved by
                                       spending                                       PMI GOC in Project Management.
Extended   Knowledge Building          Number of new or                               The community supports innovative thinking and exchange of items to develop
           Collaboration               updated items                                  new items or artifacts. This could be done using living meeting, wiki, SharePoint,
                                                                                      etc.
Extended   Multiple webiners,          Number of                    Member            The community offers a variety of events, such as webiners, breakfast, lunch,
           breakfast, lunch or dinner  meetings                     satisfaction with dinner, etc., to chapter members during a month. The events should:
           meetings in the same month                               meetings          - be offered at different times and days of the week to accommodate members
                                                                                      schedules.
                                                                                      - cover a variety of topics concerning project management, including soft skills
                                                                                      - have a variety of speakers, including local industry and project management
                                                                                      leaders

Extended PMI credentials examination Number of            1 per year    N/A              The community offers PMI credentials examination preparation courses. These                     Professional Development
         preparation course offerings course offerings                                   courses can be offered by community volunteers or through a partnership with                    and Education -> PMP
                                                                                         local REPs.                                                                                     Preparation
Extended Mentoring program for   Number of                            N/A            The community offers a mentoring program where senior project managers            Outreach -> Chapter
         members and non-members participants                                        mentors new project managers. The mentoring program must have a formal kick       Mentoring Program
                                                                                     off meeting which includes learning the mentor and mentee about what is
                                                                                     expected.
Extended Project management forum Event agenda       1 every two      N/A            Organize and hold a 1 or 2 day event that is targeted at business leaders,
         or symposiums                               years                           academic leaders or government leaders.
Extended Multiple discussion topics Number of topics                  N/A            Discussion forums are offered to using a variety of tools, such as web,
                                                                                     conference call, instant messages, message board, blogs, wiki, rss, etc.
Extended Ask the Expert               Number or         12 per year   Member         Identify a recognized expert to review, compile, and provide responses to
                                      responses                       satisfaction   submitted questions.
Extended Reviews                      Number of         4 per year    N/A            The community publishes reviews of books or tools describing the benefit of the
                                      reviews                                        book or tool to members.
Extended Networking event             Contact Hours     1 per year                   The community provides an event for the sole purpose of allowing members to
                                                                                     get together to meet each other. For example: Golf day, Reception at PMI
                                                                                     Congress.
Extended Extended calendar            Number of non     12 per year   N/A            Published various networking opportunities in newsletters and on the
                                      chapter events in                              communities web site. These could include events handle by REPs, other
                                      the calendar                                   professional organizations, neighbouring chapters, and PMI.
Extended Joint, collaborative         Number of         1 per year    N/A            The community holds events jointly with other PMI communities. This could be a
         meetings with other PMI      meetings                                       forum, conference, or a dinner meeting. The communities work together in
         communities                                                                 organizing and planning the events and share in the revenue and expenses of
                                                                                     the event.
Extended Employment opportunities     Number of job     Updated       N/A            Announce employment vacancies / opportunities to members via community's
                                      postings          monthly                      events, newsletter or its Web site.
Extended Supplier relations program   Number of                       N/A            The community has a formal supplier relations program which includes:             Outreach -> Partner Program
                                      suppliers                                      - procurement policies
                                                                                     - assigned prime for each supplier
                                                                                     - require supplier meetings
Extended Partnerships to provide      Number of         1 per year    N/A            The community has arrangements with provides for benefits to members such as
         member benefits              partners                                       discount for training, auto/home insurance, etc.
Extended Support branches             Number                          N/A            Community supports branches that are focused on specific interests by providing
                                      supported                                      speakers, topics, and material for branch meetings.
Extended Resume postings              Number of         Updated       N/A            The community provides a facility for members to posting their resumes that can
                                      Resumes           monthly                      be reviewed by potential employers.
Extended Project of the Year          Project submitted               N/A            Hold a Project of the Year competition within the community that is aligned to
                                                                                     PMI's Project of the Year award.
Extended Targeted outreach to         Number of                       N/A            The community has a formal outreach program that includes:
         industry leaders and         contacts                                       - targeted industries and why
         executives in the field                                                     - community specific material to send to organizations
                                                                                     - community specific presentation
                                                                                     - material to leave with organizations after the meeting
                                                                                     - tracking and follow up process after meetings
Extended Local Executive program      Number of                       N/A            The community has a local Executive Advisory Board or similar group where local   Outreach -> Executive
                                      meetings                                       executives can meet and discussion project management topics.                     Advisory Board
Extended Targeted outreach to         Number of         1 per year    N/A            The community has a formal outreach program that includes:
         university and colleges      contacts                                       - targeted universities and colleges
                                                                                     - community specific material to send to organizations
                                                                                     - community specific presentation
                                                                                     - material to leave with organizations after the meeting
                                                                                     - tracking and follow up process after meetings
Extended Participation in Congress      Number of                       N/A               community participates in PMI Congresses by:
         events                         congress                                          - Paid sponsorship
                                                                                          - Paper sponsorship
                                                                                          - Supporting LIM, such as silent auction
Extended Enhanced Web Site              Web site current                Member            Web site contains the following features:
                                                                        satisfaction with - Members only pages, with login
                                                                        web site          - Discussion groups
                                                                                          - Networking opportunities from other organizations
                                                                                          - Job opportunities
Extended Member directory               Available to       Updated                        The community provides a list of members that can be accessed by members
                                        members            monthly                        only
Extended Member to Member               Available to       Updated                        Providing a means for members to communicate with each other using e-mail,
         communications                 members            monthly                        instant messaging, etc.
Extended Mentoring program for PMI      Leadership                      N/A               The community has a formal program to develop community leaders to acquire          Volunteer -> Volunteer
         community leaders              Development                                       the skills and knowledge to be an effective leader. This program should             Orientation and Training
                                        Spending                                          compliment PMI Learn by addressing the local needs for leaders.
Extended Attend Regional Meetings       Leadership                      N/A               A representative of the community attends the Regional meetings if offered by the
                                        Development                                       Region. The community should be an active participant in the Regional meetings.
                                        Spending
Extended Community volunteer            Leadership                      N/A              The community has formal program that at least once a year recognizes the            Volunteer -> Volunteer
         recognition and awards         Development                                      community volunteers.                                                                Recognition
         program                        Spending
Extended Member recognition             Number of          1 per year   N/A              The community has a formal program to recognize exceptional contributions of
                                        awards                                           members to Project Management in their area
Extended Sponsorship Program            Number of          1 per year   N/A              The community has a formal sponsorship program that has:                             Marketing -> Marketing - Misc
                                        sponsors                                         - the level of sponsorships
                                                                                         - clearly outlines the cost of the sponsorship and what is received
                                                                                         - who is prime to support the sponsors
Extended Use of Paid staff to deliver   Number of Full                  N/A              The community has paid staff, either employees, contractors, or sub-contractor,
         member services                Time Equivalent                                  to deliver member services that are best provided during normal business hours
                                        paid staff                                       (responding to emails, phone calls, registration, web site maintenance, etc.).

Extended Annual Report to Members       Report completed 1 per year     N/A              An annual report to members which contains the following:
                                                                                         - Report of component activities
                                                                                         - Presentation of component financial results
                                                                                         - Key activities planned for the next year
                                                                                         - PMF results
                                                                                         Could be the publication of the Business Plan to members.
  PMI B SC                                  PMI B  SC            Com po n ent        Com po n ent       Com po n ent  PMI Tar get fo r                                n
                                                                                                                                             Com po n ent Perfo rm a ce Ag ain st PMI                   Com po n ent Service Targ ets and Actu als by Year
Persp ectives                              Ob ject ives           Pro gr ams          In it iati ves       Pro gr am Services (T aken        T arg ets b y Year (Met /Exceed ed /Sho rt )
                                                                                     (Servi ces,            SWOT        fr om PMF )
                                                                                      Pro jects,           Anal ysis
                                                                                      Pro du cts)          (Yes/No )
                                                                                                            Please                              Year 1         Year 2         Year 3                 Year 1                        Year 2                   Year 3
                                                                                                       att ach SWO T                                                                         T arg ets    Actu als         T arg ets    Actu als    T arg ets    Actu als
                                                     e
                                       Provide knowl dge
                                                 s ith
                                         and t ool w
                                          great service
      Stakeh ol der In ti macy




                                           Strengt hen                                                     Yes                    p
                                                                                                                     70% Member shi           Exceeded                                        70%          70.50%            70%                      70%
                                                    o
                                       stakeholder l yalty                                                           ret ention

                                                                                                                     Good overall                Met                                          Go o d        Good            Go o d                   Go o d
                                                                                                                     mem bership
                                                                                                                               o
                                                                                                                     satisfact i n
                                          Demonstr ate
                                          benefits from
                                             project
                                          managem ent
                                            T hought             Component           Roundtable            Yes          Minimum of 1          Exceeded                                       2 semi            2              4                       12
                                           leadership              Events              Program                         event annual yl                                                       an nu al                     Qu art erly               Mo n th ly
                                           Profession            Component             Mont hly            Yes         Minimum of 16          Exceeded                                         30              30            38                       36
                                            enablers               Events                  n
                                                                                      meet i gs /                      hours per year
                                                                                        Annual                           (sum of al  l
                                                                                     confer ences                          events)
                                                                                                                            Good                 Met                                          Go o d        Good            Go o d                   Go o d
                                                                                                                        mem bership
                                                                                                                                 o
                                                                                                                       satisfact i n for
                                                                                                                           events
      In ternal Busi ness Processes




                                                   n
                                           Partner i g                    i
                                                                   Suppl er               n
                                                                                    Meet i g /             Yes          No minimum               Met                                            2              2               3                       4
                                                                    a o
                                                                  Rel t i ns      progr am** */                             tar get
                                                                                      event
                                                                                    sponsors
                                                                              s
                                                              Executive Advi or y   Executive              Yes          No minimum               N/A                                            2         1 * Shor t of        4                       12
                                                                    Board                   e
                                                                                   roundt abl                              tar get                                                                           T arget
                                                                                     events
                                                                 Employment       Employment               No***      Updated m onthly           Met                                         Mo n th ly           y
                                                                                                                                                                                                            Mont hl        Mo n th ly               Mo n th ly
                                                              Services ** * New    Oppor tunity
                                                                  progr am,          Board
                                                              proposed during
                                                              budget meeting
                                                                but not par t of
                                                                   SWOT Š
                                                              approved based
                                                               on sponsor shi p
                                                                                    Resume                 No***        No minimum               N/A                                        2 p er year        2          2 p er year              2 p er year
                                                                                    Workshop                               tar get
                                           Advocacy
                                           Make PM I a          Component           Component              Yes           Web site i  s           Met                                         Mo n th ly           y
                                                                                                                                                                                                            Mont hl        Mo n th ly               2 t imes
                                        custom er cent ric        Customer            web site                        updated monthly                                                                                                               Mo n th ly
                                          organization        Centricity Progr am   Communicati            Yes          Minimum of 10         Exceeded                                          12             12             12                        12
                                                                                       on with                         comm s per year
                                                                                    mem bers via                             Good                Met                                          Go o d        Good            Go o d                   Go o d
                                                                                          e
                                                                                     newsl t ter                         mem bership
                                                                                    and/or email                                 o
                                                                                                                       satisfact i n w ith
                                                                                                                           comm s
                                                                                               to
                                                                                     Recogni i n           Yes          Minimum of 10         Exceeded                                          24             24             24                       24
                                                                                         for new                       comm s per year
                                                                                       mem bers
                                                                                          and/or
                                                                                                a
                                                                                      credent i ls
                                                                                       earned by
                                                                                       mem bers
      Cul tu re an d Capab il iti es




                                                                                       Mar keting          Yes         Package exists            Met                                        Ann u ally          l
                                                                                                                                                                                                           Annual y        Ann u ally              Ann u ally
                                                                                                o
                                                                                     introduct i n                     and is updat ed
                                                                                     and benef i st                       annually
                                                                                        package
                                              e       p
                                        Make l ader shi          Component             T ransition         Yes             Pl n i
                                                                                                                            a s                  Met                                        Ann u ally          l
                                                                                                                                                                                                           Annual y        Ann u ally              Ann u ally
                                                e
                                          excell nce a         Leadership Dev.       plan for new                     document ed and
                                           str ategic             Program                leaders                                     l
                                                                                                                      updated annual y
                                          compet ency                                  T ransition         Yes               n
                                                                                                                        Meet i g held            Met                                        Ann u ally          l
                                                                                                                                                                                                           Annual y        Ann u ally              Ann u ally
                                                                                            n
                                                                                     meet i g w  ith                      annuall y
                                                                                     new leaders
                                                                                          LIM or           Yes        1 boar d mem ber        Exceeded                                          3              3               3                       4
                                                                                        regional                      att ends per year
                                                                                      leadership
                                                                                              n
                                                                                        meet i g
                                                                                      att endance
                                        Make market and                                 Strat egic         Yes          1 m eeting per           Met                                        Ann u ally          l
                                                                                                                                                                                                           Annual y        Ann u ally              2 p er year
                                       business develop-                                      n
                                                                                        planni g                             year
                                        ment a st rategic                                    n
                                                                                      meet i g to
                                          compet ency                                     review
                                                                                        str ategic
                                                                                      g
                                                                                    ali nm ent and
                                                                                    business plan

                                            Leverage                                                       Yes
                                           resour ces /
                                       investment s in the
                                          mar ketplace
                                                   n
                                        Maintain f i ancial        Chapter             Maintain            Yes            Complete               Met                                        Ann u ally          l
                                                                                                                                                                                                           Annual y        Ann u ally              Ann u ally
                                                               Board                    e
                                                                               roundt abl                      tar get                                    T arget




In ternal Busi
                                                                                 events
                                                           Employment         Employment         No***   Updated m onthly         Met       Mo n th ly         y
                                                                                                                                                         Mont hl     Mo n th ly    Mo n th ly
                                                        Services ** * New      Oppor tunity
                                                            progr am,            Board
                                                        proposed during
                                                        budget meeting
                                                          but not par t of
                                                             SWOT Š
                                                        approved based
                                                         on sponsor shi p
                                                                                Resume           No***     No minimum             N/A      2 p er year      2       2 p er year   2 p er year
                                                                                Workshop                      tar get
                                     Advocacy
                                     Make PM I a          Component           Component          Yes        Web site i  s         Met       Mo n th ly         y
                                                                                                                                                         Mont hl     Mo n th ly    2 t imes
                                  custom er cent ric        Customer            web site                 updated monthly                                                           Mo n th ly
                                    organization        Centricity Progr am   Communicati        Yes       Minimum of 10        Exceeded       12          12           12             12
                                                                                 on with                  comm s per year
                                                                              mem bers via                      Good              Met        Go o d       Good        Go o d        Go o d
                                                                                    e
                                                                               newsl t ter                  mem bership
                                                                              and/or email                          o
                                                                                                          satisfact i n w ith
                                                                                                              comm s
                                                                                         to
                                                                               Recogni i n       Yes       Minimum of 10        Exceeded       24          24           24            24
                                                                                   for new                comm s per year
                                                                                 mem bers
                                                                                    and/or
                                                                                          a
                                                                                credent i ls
                                                                                 earned by
                                                                                 mem bers
Cul tu re an d Capab il iti es




                                                                                 Mar keting      Yes      Package exists          Met      Ann u ally         l
                                                                                                                                                         Annual y    Ann u ally   Ann u ally
                                                                                          o
                                                                               introduct i n              and is updat ed
                                                                               and benef i st                annually
                                                                                  package
                                        e       p
                                  Make l ader shi          Component             T ransition     Yes          Pl n i
                                                                                                               a s                Met      Ann u ally         l
                                                                                                                                                         Annual y    Ann u ally   Ann u ally
                                          e
                                    excell nce a         Leadership Dev.       plan for new              document ed and
                                     str ategic             Program                leaders                              l
                                                                                                         updated annual y
                                    compet ency                                  T ransition     Yes            n
                                                                                                           Meet i g held          Met      Ann u ally         l
                                                                                                                                                         Annual y    Ann u ally   Ann u ally
                                                                                      n
                                                                               meet i g w  ith               annuall y
                                                                               new leaders
                                                                                    LIM or       Yes     1 boar d mem ber       Exceeded       3            3            3            4
                                                                                  regional               att ends per year
                                                                                leadership
                                                                                        n
                                                                                  meet i g
                                                                                att endance
                                  Make market and                                 Strat egic     Yes       1 m eeting per         Met      Ann u ally         l
                                                                                                                                                         Annual y    Ann u ally   2 p er year
                                 business develop-                                      n
                                                                                  planni g                      year
                                  ment a st rategic                                    n
                                                                                meet i g to
                                    compet ency                                     review
                                                                                  str ategic
                                                                                g
                                                                              ali nm ent and
                                                                              business plan

                                      Leverage                                                   Yes
                                     resour ces /
                                 investment s in the
                                    mar ketplace
                                              n
                                  Maintain f i ancial        Chapter              Maintain       Yes          Complete            Met      Ann u ally         l
                                                                                                                                                         Annual y    Ann u ally   Ann u ally
                                            l
                                       viabi ity            Oper ations           financial                  scorecar d
Resou rces




                                                                                recor ds and                        y
                                                                                                              annuall
                                                                                  complete
                                                                                  Scorecard
                                                                                    Report
                                                                                   d
                                                                               Hol monthly       Yes       No minimum             Met       Mo n th ly         y
                                                                                                                                                         Mont hl     Mo n th ly    Mo n th ly
                                                                                BOD mt g to                   tar get
                                                                                    review
                                                                                        s
                                                                              financial and
                                                                                         o
                                                                                 operat i ns
2009 Activity Summary
  #                 MISC                             Board Meetings                             Chapter Meetings
  1   Feb-Proj Charter                Jan-Annual Strategy Meeting                Jan-Mtg - PM is a Personal Journey
  2   Membership Survey (Deliver in   Feb-Tucsons                                Feb-Mtg - Managing Process & Leading People
      October)
  3   Scheduling Chapter - Baker      Mar-Tucsons                                Mar-Mtg - THAAD Missile Interceptor
      (Take Offline)
  4   Mega Seminars Conference        Apr-Tucsons                                Apr-Mtg - TBD (Dr. Brown)
  5   (Promote) - Student Meals
      Dr. Lindquist                   May-Tucsons                                May-Mtg - TBD (Lee Lambert)
      (Approved)
  6                                   Jun-Tucsons                                Jun-Mtg - TBD (Bellair Causeway Bridge Project)
  7                                   Jul-Tucsons                                Jul-Mtg - TBD (Field Trip)
  8                                   Aug-Tucsons                                Aug-Mtg - TBD (Networking/Resumes/Recruiting)

  9                                   Sep-Tucsons                                Sep-Mtg - NONE
 10                                   Oct-Tucsons                                Oct-Mtg - TBD (Rebuilding Tampa Bay)
 11                                   Nov- NONE                                  Nov-Mtg - TBD (ABPMP Joint Meeting)
 12                                   Dec-Gift Purchase/Wrap                     Dec-Mtg - NONE
 13


  #          Social Events                             Training                           PMI Corporate Conferences
  1   May-Annual Picnic               Feb-Tampa Chap Workshop - PM That Works    Mar-Region 14 Leadership Conference
                                      (Promotion Only)
  2   Sept-Annual Networking          Mar-EVM Workshop (Promotion Only)          Oct-Global Congress (LIM) - Orlando
      Meeting
  3   Dec-Annual Business Meeting     Apr (4,18,25)-PMP Prep (70% Tampa, 30 %
                                      Suncoast)
                                      May-Tampa Chap Workshop - Defining,
                                      Estimating & Scheduling (Promotion Only)
                                      May (2,9,16)-PMP Prep (30% Tampa, 70%
                                      Suncoast)
                                      Oct (17,24,31)-PMP Prep 4th Edition (70%
                                      Tampa, 30% Suncoast)

						
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