VP - Registrar

vpregistrar.jpg

The Registrar is responsible for coordinating entire registration process. Registrar would also be responsible for resolving issues participant may have during the process.

ROLE DESCRIPTION:

Elected volunteer responsible for preparing, maintaining, recording, circulating all records, correspondence, minutes of

meetings, and related affairs of the chapter.

ROLES AND RESPONSIBILITIES:

Maintain custody of the approved bylaws, articles of incorporation, charter agreement and of amendments thereto and board policies,

committee charters, and all other non-financial records for the chapter

Coordinate and distribute board meeting agendas

Maintain all meeting minutes — must document in accordance to specific parliamentary procedures as mandated by their local

government (e.g., Roberts Rules)

Notify membership not less than the period stated in the chapter bylaws before annual general meetings

Circulate board agenda before the meeting to all the members

Provide records to members and outside organizations that request information

Provide all notifications to the membership, directors, auditors and members of committees

Receive and dispatch general correspondence

Provide support for membership communication

Prepare for, procure and distribute chapter stationary and printed materials

Develop and implement succession and transition plan

ROLE SPECIFIC SKILLS:

Agenda and Meeting Coordination

Ability to Scribe and Record Minutes

Proficient use of word processing, spreadsheet, and presentation tools (e.g., Microsoft Office, Open Office)

Knowledge of Meeting procedures as mandated by their local government (e.g., Roberts Rules)

Knowledge of PMI Bylaws and Policies

Knowledge of Records Retention requirements

Proficient in Email Communications (e.g., MS Outlook, Google Mail)

Proficiency in Editing/Proofreading

OTHER LEADERSHIP SKILLS:

Excellent Writing Skills

Active Listening Skills

Facilitation Skills

Time Management Skills

English Proficiency (29% highest of any role)

AVERAGE HOURS PER MONTH: 11 HOURS

VP - Marketing

PMI-BobEarle_BioPic.jpg

Responsible for creating and implementiang a Chapter marketing plan. The key objective of the Public Relations team is to communicate our message of project, program, and portfolio management value to the Champlain Valley community and beyond.

ROLE DESCRIPTION:

Elected volunteer responsible for marketing and public relations. The VP of marketing shall be responsible for developing

marketing, corporate relations and communication programs in accordance with chapter bylaws and policies.

ROLES AND RESPONSIBILITIES:

Market and publicize the chapter within the community

Develop an awareness of PMI’s marketing tools and resources

Develop and implement marketing campaigns to promote the chapter and its activities to members and the community at large

Develop and implement a periodic marketing plan with a detailed marketing strategy to ensure chapter brand management

Develop and implement the chapter marketing plan

Create and disseminate the chapter’s announcements, press releases and marketing activities

Develop and distribute marketing materials, newsletter, etc.

Facilitate chapter communications to external sources (local newspapers, radio stations and organizations) and share information with

PMI and other PMI communities

Keep the coherence between the marketing plan and the chapter strategic objectives

Drive the chapter’s advertisement process and ensure results

Collaborate with local businesses to publicize the chapter and PMI

Publicize the chapter and PMI through internal and external publications

Oversee the relationship with the press and the relation with the public authorities, government bodies and

non-governmental organizations

Monitor and coordinate presentations to external stakeholders and other organizations interested in the activities of PMI

Increase awareness of PMI and the chapter

Maintain relationships with sponsors for revenue generation to fund the chapter’s activities

Coordinate and organize presentations to potential chapter sponsors, event sponsors and other sponsors

Develop and implement succession and transition plan

ROLE SPECIFIC SKILLS:

Marketing Strategy and Development

Marketing Plan Execution and Delivery

Knowledge of PMI’s Brand Strategy (Marketing Portal)

Market Research Skills/Proficient use of Survey Tools

Proficient Usage of Online Collaboration/Tools (e.g., Facebook, LinkedIn)

Newsletter Tools

Knowledge of Fundraising Techniques

OTHER LEADERSHIP SKILLS:

Public Speaking/Presentation Skills

Excellent Writing Skills

Ability to Delegate Effectively

Negotiation Skills

AVERAGE HOURS PER MONTH: 14 HOURS

VP - Communications & Website

VP communications is responsible for maintaining Chapter mailing/distribution list(s); add and delete list members as requested. He is also responsible for communicating meeting information to appropriate/interested networking groups.



VP Website is responsible for the administration and ongoing maintenance and updates to the Chapter website. Assists other board members with content publishing and oversees community member activities.

ROLE DESCRIPTION:

Elected volunteer responsible for addressing the needs of chapter membership, including communication delivery and website support and update.

ROLES AND RESPONSIBILITIES:

Revise membership benefits and value on a regular basis

Answer general membership inquiries; respond to member/non-member information inquiries and other requests for assistance

Act as the primary recipient for the Data Exchange Program (DEP)

Maintain the membership records of the chapter (DEP)

Provide communication list/member updates to officers

Coordinate the production and distribution of timely membership information via email distribution

Develop and administer website

Work with marketing to develop a plan to implement outreach to the community including commercial, not-for-profit and other

Support and attend annual general meeting

ROLE SPECIFIC SKILLS:

Proficiency in using PMI Data Exchange Program ( DEP)

Data Analysis and Reporting

Proficient in Email Communications (e.g., MS Outlook, Google Mail)

Proficiient in using Joomla to manage website

Knowledge of PMI Credentials

Proficient use of word processing, spreadsheet and presentation tools (e.g., Microsoft Office, Open Office)

OTHER LEADERSHIP SKILLS:

Presentation Skills

Active Listening Skills

Team Building Skills

AVERAGE HOURS PER MONTH: 16 HOURS

VP Finance

vpfinance.jpg

VP Finance : 



The Vice President Finance as Chief Financial Officer and Treasurer shall oversee the management of funds for duly authorized purposes of the Chapter.

ROLE DESCRIPTION:

Elected volunteer responsible for finance. Responsible for maintaining and presenting all financial records required for

chapter operations in accordance with chapter and bylaws.

ROLES AND RESPONSIBILITIES:

Maintain and manage accounts receivable and payable and all financial portfolios, including but not limited to the collection of chapter dues from PMI, guest payments for chapter meetings or special events and the payment of all chapter bills in accordance with chapter committee directives

Establish and maintain all required chapter bank accounts and/or similar financial transactions; arrange for officer signatures as required

Provide financial reporting regarding the state of finances and chapter activity to chapter membership, board and executive level

volunteer leaders on a monthly basis (board meeting)

Report on the state of finances at board meetings and chapter meetings

Develop an annual operating budget and financial statement to be included in the annual application for charter renewal

Ensure the chapter has reviewed and reported required tax filings

Recommend improvements in the financial processes to the board

Establish and maintain financial operational processes to ensure continuity of chapter operations and define, document and maintain chapter policies

Maintain the annual budget

Contribute to financial planning/goal setting, investing, forecasting and budgeting for the chapter

Distribute/communicate financial section of the annual report to chapter membership

Assist in the preparation of the annual financial statements and reports

Provide timely information to independent auditors as required

Keep an up to date inventory of all the goods of the chapter

Handle all PMI and government required payments

Ensure maintenance and storage of all historic financial documents

Establish financial metrics; ensure chapter is maintaining requirements

Serve as liaison with PMI Global Operating Center on financial matters

Prepare financial guidelines and procedures for the chapter along with board

Analyze cost impact and income benefit of all activities proposed by the board of directors

Review any chapter contract, agreement and insurance

Distribute information, materials and/or fees received from the PMI Global Operating Center to appropriate officers in a timely manner

Confirm and check bank accounts monthly

Develop and implement succession and transition plan

ROLE SPECIFIC SKILLS:

Documentation Skills/Financial Record Keeping Analytical Thinking

Knowledge of Financial Planning Legal Awareness

Knowledge of Generally Accepted Accounting Principles (GAAP) Basic Knowledge of Economics

Accounting Software/Tools (e.g., Quick Books, Excel)

OTHER LEADERSHIP SKILLS:

Negotiation Skills Conflict Resolution Skills

Time Management Skills Technical Tools Skills

Adaptability/Flexibility (e.g., WebEx, Live Meeting, Registration and Event Software)

AVERAGE HOURS PER MONTH: 13 HOURS

VP - Membership

vpmembership.jpg

Chapter liaison responsible for membership issues, recruitment of members into the chapter, and supervision of membership activities. Final authority on issues involving the accuracy of membership, such as voting and running for or holding office. Point of contact with PMI headquarters on membership issues including membership lists and databases.

ROLE DESCRIPTION

Elected volunteer responsible for addressing the needs of chapter membership, service delivery, and recruiting and retaining members in accordance with chapter policies and bylaws.

ROLES AND RESPONSIBILITIES

Develop and maintain a chapter membership plan that assures continued growth through proactive recruiting and partnering with major area employers

Promote the value of PMI and chapter membership

Liaison for potential PMI members; encourage them to be members of the chapter

Develop and implement a plan to recognize member milestones (such as anniversaries or awards)

Develop and implement a member retention program

Revise membership benefits and value on a regular basis

Develop and implement membership welcome and support plan

Answer general membership inquiries; respond to member/non-member information inquiries and other requests for assistance

Act as the primary recipient for the Data Exchange Program (DEP)

Maintain the membership records of the chapter (DEP)

Provide communication list and member updates to officers

Coordinate the production and distribution of timely membership reports, such as monthly membership reports by demographics (city, state, age, industry, etc.)

Develop and administer membership satisfaction survey and exit survey

Ensure that members are aware of available services

Work with marketing to develop a plan to implement outreach to the community including commercial, not-for-profit, and other professional associations

Support and attend annual general meeting

Develop and implement succession and transition plan

ROLE SPECIFIC SKILLS

Proficiency in using PMI Data Exchange Program ( DEP)

Data analysis and reporting

Proficient in e-mail communications (e.g., Microsoft Outlook, Google Mail)

Knowledge of PMI credentials

Proficient use of survey tools, market research, and demographic research

Marketing

Proficient use of word processing, spreadsheet, and presentation tools (e.g., Microsoft Office, Google Workspace)

OTHER LEADERSHIP SKILLS

Public speaking and presentation

Active listening

Team building

AVERAGE HOURS PER MONTH: 12 HOURS

VP - Programs

 

ROLE DESCRIPTION:

Elected volunteer responsible for professional development and chapter events in accordance with chapter policies and bylaws.

Responsible for the planning, scheduling, and implementation of each chapter meeting/program event. Recommend annual calendar of events for Chapter meetings to the Board of Directors for approval.

Coordinate the set-up of meeting facilities with the VP of Registration. Coordinate Marketing of programs with VP of Marketing and VP of Communications. Supervise the performance of each event and maintain record of speakers and programs presented at Chapter meetings. Prepare and submit event reports, surveys & feedback results related to program activities for the Champlain Valley Chapter.

Preparation and maintenance of PDU’s for professional development events

Responsible for establishing and managing chapter professional development programs, live and on-line

Maintain relationships with Registered Education Providers (R.E.P.s)

RESPONSIBILITIES:

Define strategies for improvement in professional development/training programs

Develop and implement a chapter professional development plan, including a program roadmap for professional development content programs

Oversee events, presentations and training programs

Incorporate feedback, suggestions and recommendations as necessary to enhance effectiveness and value delivered to the audience and

chapter regarding the contents of programs

Manage chapter-created credential examination review courses and other such courses, if offered

Provide information and guidance to members and nonmembers on certification/re-certification in the context of PMI

Provide the information necessary to market the education, certification, as well as training opportunities offered by the chapter

Develop plans to coordinate events with the chapter’s VP of Education (lead role) related to external educational activities, such as study groups, seminars, workshops, courses, professional development days and other educational activities

Invite key influencers from industry to participate in community events

Plan and coordinate special events, as identified by the chapter’s board, designed to enhance the project management professions and/or

expand the skills and knowledge of project managers

Advance the project management profession through the planning and coordination of special events, as identified by the chapter’s board

Develop and implement a succession and transition plan

ROLE SPECIFIC SKILLS:

Program and Event Planning Skills

Ability to Develop and Manage Program and Event Schedules

Knowledge of PMI Credentials and PDUs

Content and Curriculum Development

Contract and Vendor Management

Ability to Create and Analyze Program Surveys and Evaluations

Basic Budget Management Skills

OTHER LEADERSHIP SKILLS:

Ability to Delegate Effectively

Public Speaking/Presentation Skills

Team Building Skills

Facilitation Skills

Time Management Skills

Adaptability/Flexibility

 

 

AVERAGE HOURS PER MONTH: 8 HOURS

VP - Education

vijay.jpg

Responsible for professional education programs, interfaces with the Headquarters organization on all matters concerning PMP certification and with local Universities and Colleges on establishment/maintenance of scholarship programs.

 

President

president.jpg

The President shall be the Chief Executive Officer for the Chapter and of the Board, and shall perform such duties as are customary for presiding officers, including making all required appointments with the approval of the Board.

ROLE DESCRIPTION: Elected volunteer responsible for overall oversight of the chapter and the board. The president shall direct the activities

of the other board members in accordance with the chapter bylaws.



ROLES AND RESPONSIBILITIES:

Direct the chapter’s strategic goals

Strive to achieve the chapter vision, mission and objectives as detailed by the chapter board and PMI and chapter strategic plan

Direct the activities of other officers toward chapter goals and objectives

Assure that the chapter board works together as a team

Represent the chapter at public events

Ensure strategic alliance, planning and annual reporting

Ultimately accountable for all board operations and chapter activities

Act as a liaison between the chapter and PMI

Ensure that the charter renewal is updated and in compliance as specified by PMI

Preside over the board of directors meetings and the annual general membership meeting

Ensure that all chapter business is being done legally and ethically

Assume responsibility for the overall functioning of the chapter

Legally represent the organization (this role can be co-dependent with the finance officer)

Ensure statutory and regulatory compliance in consultation with the vice president of finance

With the board, ensure prudent disbursement of chapter funds

Drive implementation of revision and amendments of PMI policies and guidelines to chapter processes

Manage periodic policy audits

Promote leadership development opportunities for board development.

Develop and implement a succession and transition plan

ROLE SPECIFIC SKILLS:

PMI Knowledge and Experience

Organization Management

Management Skills

Volunteer Recognition and Appreciation

OTHER LEADERSHIP SKILLS:

Ability to Delegate Effectively

Public Speaking/Presentation Skills

Conflict Resolution Skills

Team Building Skills

AVERAGE VOLUNTEER HOURS PER MONTH: 22 HOURS