Western Michigan Project Management Institute (WMPMI)

2015 Board Nominations –Function Goals and Role Summaries

VP Finance – VP Marketing – VP Membership – President Elect

VP Finance

ROLEDESCRIPTION:Electedvolunteerresponsibleforfinance.Responsibleformaintainingandpresentingallfinancialrecordsrequiredfor chapteroperationsinaccordancewithchapterandbylaws.

ROLESANDRESPONSIBILITIES:

Maintainandmanageaccounts receivableandpayableandallfinancialportfolios,includingbutnotlimitedtothecollection ofchapter duesfromPMI,guestpaymentsforchaptermeetingsorspecialeventsandthepaymentofallchapterbillsinaccordancewithchapter committeedirectives
Establish andmaintain allrequiredchapterbankaccountsand/orsimilarfinancialtransactions;arrangeforofficersignaturesasrequired
Providefinancialreportingregardingthestateoffinancesandchapteractivitytochapterrmembership,boardandexecutivelevel
volunteerleadersonamonthlybasis(boardmeeting)
Reportonthestateoffinancesatboardmeetingsandchaptermeetings
Developanannualoperatingbudgetandfinancialstatementtobeincluded intheannualapplicationforcharterrenewal
Ensurethechapterhasreviewedandreportedrequiredtaxfilings
Recommendimprovements inthefinancialprocessestotheboard
Establishandmaintain financialoperationalprocessesto ensurecontinuityofchapteroperationsanddefine,documentandmaintain chapterpolicies
Maintaintheannualbudget
Contributetofinancialplanning/goalsetting,investing,forecastingandbudgetingforthechapter
Distribute/communicatefinancialsectionoftheannualreport to chaptermembership
Assistinthepreparation oftheannualfinancialstatementsandreports
Providetimelyinformationtoindependent auditors asrequired Keepanup todateinventoryofall thegoodsofthechapter
Handle allPMIandgovernment requiredpayments
Ensuremaintenance andstorageofallhistoricfinancialdocuments Establishfinancialmetrics;ensurechapterismaintaining requirements Serve asliaisonwith PMIGlobalOperatingCenteronfinancialmatters
Preparefinancialguidelinesandproceduresforthechapteralongwithboard
Analyzecostimpact andincomebenefitofallactivities proposed bytheboardofdirectors
Reviewanychaptercontract,agreementandinsurance
Distributeinformation,materials and/orfeesreceivedfromthePMIGlobalOperatingCenterto appropriate officersinatimelymanner
Confirmandcheckbankaccounts monthly
Developandimplementsuccessionandtransitionplan

AVERAGEHOURS PERMONTH:13HOURS

ROLESPECIFICSKILLS:

DocumentationSkills/FinancialRecordKeeping

KnowledgeofFinancialPlanning

KnowledgeofGenerallyAcceptedAccounting Principles(GAAP) AccountingSoftware/Tools(e.g.,QuickBooks,Excel)

AnalyticalThinking

LegalAwareness

BasicKnowledgeofEconomics

OTHERLEADERSHIPSKILLS:

NegotiationSkills

TimeManagementSkills

Adaptability/Flexibility

ConflictResolutionSkills

TechnicalTools Skills

(e.g.,WebEx,LiveMeeting,RegistrationandEventSoftware)

VP Marketing

ROLEDESCRIPTION:Electedvolunteerresponsibleformarketingandpublicrelations.TheVPofmarketingshallberesponsiblefordeveloping marketing,corporaterelationsandcommunication programsinaccordancewithchapterbylaws andpolicies.

ROLESANDRESPONSIBILITIES:

Marketandpublicizethechapterwithinthecommunity
Develop anawarenessofPMI'smarketing toolsandresources
Develop andimplementmarketingcampaignstopromotethechapter anditsactivitiestomembersandthecommunityatlarge Developandimplementaperiodicmarketingplanwitha detailedmarketingstrategytoensure chapterbrandmanagement Developandimplementthechaptermarketingplan
Create anddisseminatethechapter'sannouncements,pressreleasesandmarketingactivities
Developanddistributemarketingmaterials,newsletter,etc.
Facilitatechaptercommunicationstoexternalsources(localnewspapers,radiostationsandorganizations)andshareinformationwith
PMIandotherPMIcommunities
Keepthecoherencebetweenthemarketingplanandthechapterstrategicobjectives
Drivethechapter'sadvertisementprocessandensureresultsCollaboratewithlocalbusinessestopublicizethechapter andPMIPublicize thechapter andPMIthroughinternalandexternalpublications
Overseetherelationshipwiththepressandtherelationwiththepublic authorities, government bodiesand non-governmentalorganizations
Monitorandcoordinatepresentationstoexternalstakeholdersandotherorganizationsinterested intheactivities ofPMI IncreaseawarenessofPMIandthechapter
Maintainrelationshipswithsponsorsforrevenuegenerationtofundthechapter'sactivities
Coordinateandorganizepresentationstopotentialchaptersponsors,event sponsorsandothersponsors
Developandimplementsuccessionandtransitionplan

AVERAGEHOURSPERMONTH:14HOURS

ROLESPECIFICSKILLS:

MarketingStrategyandDevelopment

MarketingPlanExecutionandDelivery

KnowledgeofPMI'sBrandStrategy(MarketingPortal) MarketResearchSkills/ProficientuseofSurveyTools

ProficientUsageofOnlineCollaboration/Tools(e.g.,Facebook,LinkedIn)

NewsletterTools

KnowledgeofFundraisingTechniques

OTHERLEADERSHIPSKILLS:

PublicSpeaking/Presentation Skills

ExcellentWritingSkills

AbilitytoDelegateEffectively

NegotiationSkills

VP Membership

ROLEDESCRIPTION:Electedvolunteerresponsibleforaddressingthe needsofchaptermembership,includingservicedelivery,recruitingand retainingmembersinaccordancewithchapterpoliciesandbylaws.

ROLESANDRESPONSIBILITIES:

Developandmaintainachaptermembershipplanthatassurescontinuedgrowththroughproactiverecruitingandpartneringwithmajor areaemployers
PromotethevalueofPMIandchaptermembership
LiaisonwithpotentialPMImembersandencouragethemtobemembers ofthechapter
Developandimplementaplantorecognizemembermilestones(suchasanniversariesorawards) Developandimplementamemberretentionprogram
Revisemembershipbenefitsandvalue onaregularbasis
Developandimplementmembershipwelcomeandsupportplan
Answergeneralmembership inquiries;respondtomember/non-memberinformationinquiriesandotherrequestsforassistance
ActastheprimaryrecipientfortheDataExchangeProgram(DEP) Maintainthe membership recordsofthechapter(DEP)
Providecommunication list/member updatestoofficers
Coordinatetheproductionanddistributionoftimelymembershipreports,suchasmonthly membership reportsbydemographics(city,state,age,industry, etc.)
Developandadministermembershipsatisfactionsurvey/exitsurvey
Ensurethatmembersareawareofavailableservices
Workwithmarketingtodevelop aplantoimplementoutreachtothecommunityincludingcommercial,not-for-profitandother professionalassociationsaboutmembership
Supportandattendannual generalmeeting
Developandimplementsuccessionandtransitionplan

AVERAGEHOURSPERMONTH:12HOURS

ROLESPECIFICSKILLS:

ProficiencyinusingPMIData ExchangeProgram (DEP) DataAnalysisandReporting

ProficientinEmailCommunications(e.g.,MSOutlook,GoogleMail) KnowledgeofPMICredentials

ProficientuseofSurveyTools/MarketResearch/Demographic Research

MarketingSkills

Proficientuseof wordprocessing,spreadsheetandpresentationtools(e.g.,MicrosoftOffice,OpenOffice)

OTHERLEADERSHIPSKILLS:

PublicSpeaking/Presentation Skills

ActiveListeningSkills

TeamBuildingSkills

President Elect

ROLEDESCRIPTION:The President Elect shall assist the President throughout the year and prepare to be the next Chapter President. It is a 4 year commitment…1 year as President Elect, 2 years as President and 1 year as Past President. This position is typically held by (but not limited to) a person that has had experience on the WMPMI Board as one of its Vice Presidents.

ROLESANDRESPONSIBILITIES:

Assist the President with being a Custodian of the PMI Western Michigan Chapter Charter, By-Laws and other key historical records
Atend Chapter related business meetings, Chapter Board meetings and special meetings
Assist the President with Conflict resolution as necessary
Assist the President with Appointing vacant Board Member positions, subject to majority of Board approval
Assist the President in Preparation and submission, in conjunction with the cognizant Vice Presidents, any required periodic reports to the Institute
Assist the President in Soliciting nominations for the various awards programs
Provide appropriate transition of all procedures and particulars of the Charter for the Chapter to a next elected President Elect
Turn over all records to a successor

Participate in an annual Strategic Planning Session
Review & recommend modifications, if required, to the Chapter’s By-Laws
Act as a mentor to the other Board Members

AVERAGEHOURSPERMONTH:15HOURS

LEADERSHIPSKILLS:

PublicSpeaking/Presentation Skills

ActiveListeningSkills

TeamBuildingSkills

ExcellentWritingSkills

AbilitytoDelegateEffectively

NegotiationSkills

ConflictResolutionSkills