2011 PMI Volunteer Role Delineation Study Results

Transcription

2011 PMI
Volunteer Role Delineation
Study Results
GOOD THINGS HAPPEN WHEN YOU STAY INVOLVED WITH PMI.
About this Brochure
Along with providing background information and reasoning behind the Role Delineation Study, this
brochure briefly describes and summarizes the study and its results. Perhaps more importantly, it includes
full descriptions of ten important volunteer roles that support effective chapter management.
Introduction
With over 270 chapters around the world, each with different challenges, cultures and traditions, it is not surprising that there are over 406
volunteer leader titles in the Component System. Many of these titles, however, refer to very similar roles across chapters, regardless of the
geographic region in which these chapters are based.
The purpose of this study is to help PMI develop a consistent approach to how the PMI Chapter Volunteer Roles are described and, thus, how
PMI can more effectively provide relevant and timely development opportunities to our volunteers on a global level.
The results of this study will assist in content development for face-to-face Leadership Institute Meetings and virtual learning activities
available via PMI Learn. Additionally, it will assist in the volunteer recruitment process by enabling PMI to more clearly post and describe
volunteer roles and will ultimately help to advance leadership continuity.
Volunteer Role Delineation Study Methodology
PMI solicited input and sought consensus from approximately 300 leaders, representing chapters from around the world regarding the important roles and activities of chapter volunteers. This study was conducted through a series of five volunteer workshops, studying ten of the most prevalent elected roles at the chapter level. These roles included:
President
Secretary
Vice President/President Elect
Vice President of Finance/Treasurer
Vice President Membership/ VP of Member Services
Vice President of Governance and Policy
Vice President of Volunteers
Vice President Marketing
Vice President of Professional Development/VP of Education
Past President
The results of these workshops were then validated by 407 PMI volunteers. Here are the survey statistics:
1
2195 current chapter leaders received an email invitation to a web-based survey
502 leaders responded to the survey, of which 407 qualified to participate
25% response rate
Leaders rated up to two out of the ten roles, depending on which roles they currently hold or previously held
2-week field period: 8/18/11–9/2/11
Volunteer Role Delineation Study Results
Regardless of the role, four leadership skills were identified as essential to all volunteer roles included in the study, and they are:
Communications Skills
Organizational Skills
Relationship Building/Networking Skills
Strategic Thinking — Skilled in Strategic Planning Process and Execution
The results of the study are organized
into the following categories:
Role Description
Roles and Responsibilities
Role Specific Skills
Leadership Skills (in addition to those listed above)
Average Volunteer Hours Per Month
Average Years of Project Management Experience
Average Years PMI Volunteer Experience
Future Role Studies
This study is part of a larger effort to better meet the needs of all of PMI’s global volunteers. Additional role studies are planned for additional
chapter roles, as well as communities of practice and all of the Institute’s volunteer leadership roles.
To ensure that the roles remain relevant to changing conditions, the Chapter Volunteer Role Study will be refreshed on a three-year cycle.
This information is accessible online in PMI Learn,
with the title “2011 PMI Role Delineation Results.”
To access PMI Learn, complete the following steps:
1. Go to PMI.org and log in using your username and password
2. Once logged in, hover over “Get Involved” and click “Excel as a leader”
3. Scroll to the bottom of the page and click the “Launch PMI Learn” button
4. You will now be placed in PMI Learn
5. Once inside the PMI Learn Homepage, locate the “Required Training” Box
6. Click the title hyperlink to view the document
Questions or comments: Please contact: [email protected]
PMI thanks all of the volunteers who participated in this important study.
2
P of
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olicy
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P of
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P of
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P of
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ast
sident
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ect
P of
ance
etary
11
Volunteer Chapter Role Descriptions
42%
1–5 hours
PRESIDENT
18%
6–10 hours
24%
15%
11–20 hours
Over 20 hours
ROLE DESCRIPTION: Volunteer responsible for overall oversight of the chapter and the board. The president shall direct the activities of the
10 board
27%
29%the chapter
4%
other
members in38%
accordance with
bylaws.
1–5 hours
6–10 hours
11–20 hours
Over 20 hours
1–5 hours
6–10 hours
11–20 hours
Over 20 hours
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 14 Assure
15% that the
36%chapter board
30%works together
19%
as a team Represent
the
chapter
at
public
events
1–5 hours
6–10 hours
11–20 hours
Over 20 hours
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
12% that32%
35% is updated
21% and in compliance as specified by PMI
15 Ensure
the charter renewal
Preside over the board of directors meetings and the annual general membership meeting
1–5 hours
6–10 hours
11–20 hours
Over 20 hours
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)
12 Ensure
24% statutory
30%and regulatory
33% compliance
14% in consultation with the vice president of finance
With the board, ensure prudent disbursement of chapter funds
1–5 hours
6–10 hours
11–20and
hours
Over 20 of
hours
Drive
implementation
of revision
amendments
PMI policies and guidelines to chapter processes
Manage periodic policy audits Promote leadership development opportunities for board development.
38%and implement
32%a succession
27%and3%transition plan
9 Develop
ROLE SPECIFIC SKILLS:
PMI Knowledge and Experience
Organization Management
12
21%
47%
15%
18%
Management Skills
Volunteer
and Appreciation
1–5 hours Recognition
6–10 hours
11–20 hours
Over 20 hours
OTHER LEADERSHIP SKILLS:
13% to Delegate
40% Effectively31%
16%
13 Ability
Public Speaking/Presentation Skills
1–5 hours
6–10 hours
11–20 hours
Over 20 hours
Conflict Resolution Skills
Team Building Skills
AVERAGE
YEARS OF PROJECT MANAGEMENT EXPERIENCE: APPROXIMATELY 19 YEARS
11
31%
39%
17%
13%
AVERAGE
PMIhours
VOLUNTEER
EXPERIENCE:
APPROXIMATELY
7 YEARS
1–5 YEARS
hours OF6–10
11–20 hours
Over 20
hours
AVERAGE VOLUNTEER HOURS SPENT PER MONTH ON ROLE:
22
sident
20%
1–5 hours
3
27%
6–10 hours
53%
11–20 hours
Over 20 hours
VP of
ernance
Policy
VP of
unteers
VP of
arketing
VP of
PD
VP of
mbership
Past
esident
esident
Elect
VP of
nance
cretary
esident
SECRETARY
ROLE DESCRIPTION: Elected volunteer responsible for preparing, maintaining, recording, circulating all records, correspondence, minutes of
meetings, and related affairs of the chapter.
11
42%
18%
24%
15%
ROLES AND
RESPONSIBILITIES:
1–5 hours
6–10 hours
11–20 hours
Over 20 hours
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
10 Maintain
in accordance to specific parliamentary procedures as mandated by their local 27% all meeting
38%minutes — must
29% document
4%
government (e.g., Roberts Rules)
1–5 hours
6–10not
hours
11–20
Over 20inhours
Notify
membership
less than
thehours
period stated
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
14 Receive
general30%
correspondence
15% and dispatch
36%
19%
Provide support for membership communication
1–5 hours
6–10and
hoursdistribute
11–20chapter
hours stationary
Over 20 hours
Prepare
for, procure
and printed materials
Develop and implement succession and transition plan
15 12%
Agenda
and Meeting
Coordination
1–5 hours
6–10 hours
11–20 hours
Over 20 hours
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)
24% of PMI
30%Bylaws and33%
12 Knowledge
Policies 14%
Knowledge
Retention
requirements
1–5 hours of Records
6–10 hours
11–20
hours
Over 20 hours
Proficient in Email Communications (e.g., MS Outlook, Google Mail)
Proficiency in Editing/Proofreading
32%
9
35%
38%
32%
1–5 hours
6–10 hours
21%
27% 3%
1–5 hours
hours
11–20 hours
Over 20 hours
Excellent
Writing6–10
Skills
Active Listening Skills
Facilitation Skills
15%
12 Time21%
Management 47%
Skills
18%
English Proficiency (29% highest of any role)
11–20 hours
Over 20 hours
AVERAGE YEARS OF PROJECT MANAGEMENT EXPERIENCE: APPROXIMATELY 14 YEARS
13 13%
40%
31%
16%
AVERAGE YEARS OF PMI VOLUNTEER EXPERIENCE: APPROXIMATELY 4 YEARS
1–5 hours
6–10 hours
11–20 hours
Over 20 hours
11
31%
1–5 hours
22
20%
39%
6–10 hours
27%
17%
13%
11–20 hours
Over 20 hours
53%
4
VP of
ernance
Policy
VP of
unteers
VP of
arketing
VP of
PD
VP of
mbership
Past
esident
VICE PRESIDENT/PRESIDENT ELECT
ROLE DESCRIPTION: Successor to the president; elected volunteer who will assist the president with his or her duties of managing the chapter
18%
24%
and11assume the42%
role of the chapter
president
if15%
the president is unable to perform duties for any reason.
1–5 hours
6–10 hours
11–20 hours
Over 20 hours
Represent the president in his or her absence
Assume the role of president the year following successful completion of his or her duties in this role (depending on chapter bylaws)
Assume the role of president if the president is unable to perform duties for any reason
10
27%
38%
29%
4%
Assist the president in his or her duties
Oversee
the operations
committee
1–5 hours
6–10 hours
11–20 hours
Over 20 hours
Serve as member ex-officio with the right to vote on all committees except the nominating committee
ROLE
SKILLS:
14 SPECIFIC
15%
36%
30%
19%
Resource
Management
1–5 hours
6–10 hours
11–20 hours
Conflict Management
Budget Management
Financial Planning
15 12%
32%
35%
Over 20 hours
21%
OTHER LEADERSHIP
SKILLS:
1–5 hours
6–10 hours
11–20 hours
Over 20 hours
Ability to Delegate Effectively
24%
30%
33%
12 Public
Speaking/Presentation
Skills
14%
1–5 hours
6–10 hours
11–20 hours
Over 20 hours
9
38% OF PMI VOLUNTEER
32%
27% 3%
AVERAGE YEARS
EXPERIENCE:
APPROXIMATELY 6 YEARS
1–5 hours
6–10 hours
11–20 hours
Over 20 hours
12
esident
Elect
21%
1–5 hours
13 13%
VP of
nance
11
22
20%
1–5 hours
5
15%
39%
6–10 hours
27%
6–10 hours
18%
11–20 hours
31%
6–10 hours
31%
1–5 hours
esident
6–10 hours
40%
1–5 hours
cretary
47%
Over 20 hours
16%
11–20 hours
17%
Over 20 hours
13%
11–20 hours
Over 20 hours
53%
11–20 hours
Over 20 hours
VICE-PRESIDENT OF FINANCE/TREASURER/FINANCE DIRECTOR
ROLE DESCRIPTION: Volunteer responsible for finance. Responsible for maintaining and presenting all financial records required for chapter
operations in accordance with chapter and bylaws.
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)
VP of
11 meetings42%
18%
24%
15%
Report on the state of finances at board meetings
and chapter
Governance
& Policystatement to be included in the annual application for charter renewal
Develop an annual operating budget and financial
1–5 hours
6–10 hours
11–20 hours
Over 20 hours
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 VP of
chapter policies
10
27%
38%
29%
4%
Volunteers
Maintain the annual budget Contribute to financial planning/goal setting, investing, forecasting
budgeting
the chapter
1–5and
hours
6–10for
hours
11–20 hours
Over 20 hours
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
VPthe
of chapter
Keep an up to date inventory of all the goods of
14 15%
36%
30%
19%
Marketing Handle all PMI and government required payments
Ensure maintenance and storage of all historic financial documents
1–5 hours
6–10 hours
11–20 hours
Over 20 hours
Establish financial metrics; ensure chapter is maintaining requirements Serve as liaison with PMI Global Operating Center on financial matters
Prepare financial guidelines and procedures forVPthe
of chapter along with board
15 12%
32% of directors35%
21%
PD
Analyze cost impact and income benefit of all activities
proposed
by the board
Review any chapter contract, agreement and insurance
1–5 hours
6–10 hours
11–20 hours
Over 20 hours
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
VP of
12
24%
30%
33%
14%
Membership
Documentation Skills/Financial Record Keeping 1–5 hours
Accounting
Basic
of
6–10 Software/Tools
hours
11–20 hours
Over
20 Knowledge
hours
Knowledge of Financial Planning
(e.g., Quick Books, Excel)
Economics
Knowledge of Generally Accepted Accounting Principles
(GAAP)
Analytical Thinking
Legal Awareness
Past
9
38%
32%
27% 3%
President
1–5 hours
11–20 hours
Over 20 hours
Negotiation SkillsConflict Resolution
Skills 6–10 hours
Time Management Skills
Technical Tools Skills
Adaptability/Flexibility President (e.g., WebEx, Live Meeting, Registration and Event Software)
12
21%
47%
15%
18%
Elect
1–5 hours
VP of ON ROLE:
AVERAGE VOLUNTEER HOURS SPENT PER MONTH
13
Finance
13%
1–5 hours
6–10 hours
40%
6–10 hours
11–20 hours
31%
Over 20 hours
16%
11–20 hours
GOOD THINGS
WITH
31% STAY INVOLVED
39%
17% PMI.
SecretaryHAPPEN11WHEN YOU
13%
Over 20 hours
6
of
nance
olicy
of
teers
of
eting
of
D
VP MEMBERSHIP/VP OF MEMBER SERVICES/MEMBERSHIP DIRECTOR
ROLE DESCRIPTION: Volunteer responsible for addressing the needs of chapter membership, including service delivery, recruiting and
retaining members in accordance with chapter policies and bylaws.
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 with potential PMI members and 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/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/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 about membership
Support and attend annual general meeting 18% succession
24% and15%
11 Develop42%
and implement
transition plan
1–5 hours SKILLS:
6–10 hours
11–20 hours
Over 20 hours
ROLE SPECIFIC
Proficiency in using PMI Data Exchange Program ( DEP)
Data Analysis and Reporting
27%
4%
10 Knowledge
of PMI38%
Credentials 29%
Proficient
Survey
Research/Demographic
Research
1–5 hours use of
6–10
hoursTools/Market
11–20 hours
Over 20 hours
Marketing Skills
Proficient use of word processing, spreadsheet and presentation tools (e.g., Microsoft Office, Open Office)
14 Public
15% Speaking/Presentation
36%
30%Skills 19%
Active
Listening
Skills
1–5 hours
6–10
hours
11–20 hours
Over 20 hours
AVERAGE
MANAGEMENT
15 12% YEARS
32%OF PROJECT35%
21% EXPERIENCE: APPROXIMATELY 16 YEARS
AVERAGE
YEARS OF
PMI
VOLUNTEER
EXPERIENCE:
5 YEARS
1–5 hours
6–10
hours
11–20 hours
Over 20APPROXIMATELY
hours
12
of
ership
9
st
dent
7
24%
30%
33%
1–5 hours
6–10 hours
11–20 hours
38%
32%
1–5 hours
6–10 hours
14%
Over 20 hours
27% 3%
11–20 hours
Over 20 hours
VP OF GOVERNANCE AND POLICY/GOVERNANCE AND POLICY DIRECTOR
ROLE DESCRIPTION: Volunteer responsible for addressing governance and policy issues, including ensuring the maintenance and enforcement
of chapter policies and bylaws.
Ensure the policies are consistent and compliant with all applicable governmental jurisdiction and regulations (e.g., IRS, Government Compliance, PMI Policy, Sarbanes Oxley) Review and update bylaws
Ensure the chapter and/or bylaws are upheld and enforced
Develop and maintain policy manual Develop and maintain information security/personal information policy
Ensure and oversee roles/function definitions
Address any breeches that may be brought up against a member and/or the chapter
Assist in resolving chapter conflicts
Raise awareness of and provide training on code of conduct/regulations/processes
Oversee and ensure smooth transition and transition planning
Be aware of the Ethics Review Process Develop and implement succession and transition plan
Policy Development Experience
Organizational Change Management
Knowledge of PMI Ethical Code and Guidelines
Experience with Developing Roles and Responsibilities
Association/Not-for-Profit Knowledge
Experience with Transition and Succession Planning Experience with Local Regulations and Laws
Negotiation Skills
Excellent Writing Skills
P of
rnance
Policy
11
P of
nteers
10
P of
42%
18%
24%
15%
1–5 hours
6–10 hours
11–20 hours
27%
38%
29%
1–5 hours
6–10 hours
11–20 hours
Over 20 hours
4%
Over 20 hours
8
P of
rnance
Policy
P of
nteers
P of
keting
P of
PD
P of
bership
VP OF VOLUNTEERS OR VOLUNTEER COORDINATOR
ROLE DESCRIPTION: Volunteer responsible for addressing the needs of the volunteers, including recruitment, retention, recognition and
leadership development training and support in accordance with chapter policies and bylaws.
Responsible for volunteer recruitment and/or retention
Responsible for providing clear expectations to volunteers regarding their roles
Understand and leverage experience of volunteers and direct them to various initiatives in the chapter
Responsible for identifying and developing programs to involve, develop, engage and manage volunteer members
Responsible for the development and recognition of volunteers
Build quality into volunteering by introducing and refining different processes for managing the work from volunteers
Responsible for providing awareness of volunteer opportunities at the local and global levels
Understanding of Volunteer Resource Management
Understanding of Volunteer Recognition and Appreciation Programs
Ability to use Volunteer Management Software Tools to match volunteer skills with interests
Proficient Usage of Online Collaboration/Tools (e.g., Facebook, LinkedIn)
Coaching and Mentoring
Persuasion Skills
11
42%
18%
24%
15%
AVERAGE
YEARS OF6–10
PMIhours
VOLUNTEER
EXPERIENCE:
1–5 hours
11–20 hours
Over 20 hours
10
14
27%
38%
29%
1–5 hours
6–10 hours
11–20 hours
15%
36%
1–5 hours
15 12%
9 12
24%
6–10 hours
32%
1–5 hours
30%
4%
19%
11–20 hours
35%
Over 20 hours
Over 20 hours
21%
6–10 hours
11–20 hours
30%
33%
14%
Over 20 hours
VP of
ernance
Policy
VP of
unteers
VP of
rketing
VP of
PD
VP MARKETING/MARKETING DIRECTOR
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.
Develop and implement a marketing plan in support of the chapter strategic objectives
Develop and implement marketing campaigns to promote the chapter and its activities to members and the community at large
Market and publicize the chapter within the community
Develop an awareness of PMI’s marketing tools and resources 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
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
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
42%
18%
24%
15%
11 Public Speaking/Presentation
Skills
Excellent Writing Skills
1–5 hours
6–10 hours
11–20 hours
Over 20 hours
Negotiation Skills
10
27%
38%
29%
1–5 hours
6–10 hours
11–20 hours
4%
Over 20 hours
14
15%
36%
1–5 hours
15 12%
6–10 hours
32%
1–5 hours
30%
11–20 hours
35%
6–10 hours
19%
Over 20 hours
21%
GOOD
HAPPEN
11–20
hours THINGS
Over 20
hours WHEN YOU STAY INVOLVED WITH PMI.
10
VP OF PROFESSIONAL DEVELOPMENT/VP OF EDUCATION/
PROFESSIONAL DEVELOPMENT DIRECTOR/EDUCATION DIRECTOR/VP OF EVENTS
Over time, many chapters will divide this role into two separate roles: VP of education and VP of professional development
ROLE DESCRIPTION: Volunteer responsible for professional development, education and chapter events in accordance with chapter policies
and bylaws.
Responsible for the development of chapter education activities to include:
• Preparation and maintenance of PMI’s certifications
• Develop and maintain relationships with local colleges and universities
• Serve as liaison to the PMI Educational Foundation
Responsible for establishing and managing chapter professional development programs, live and on-line, maintain relationships with Registered Education Providers (R.E.P.s)
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 Develop plans for and coordinate the chapter’s external educational activities, such as study groups, seminars, workshops, courses, professional development days and other educational activities
Oversee soft skills development and training programs Manage chapter-created credential examination review courses and other such courses
Provide information to members and nonmembers on career development
Provide information and guidance to members and nonmembers on certification/re-certification in the context of PMI
Incorporate feedback, suggestions and recommendations as necessary to enhance effectiveness and value delivered to the audience and chapter regarding the contents of programs
Provide the information necessary to market the education, certification, as well as training opportunities offered by the chapter
Recommend, develop and deliver project management education materials, courses, presentations and sessions
Provide the information necessary to market the education, PMI certification, as well as training opportunities offered by the chapter Develop and implement a plan for educational outreach at the elementary, secondary and collegiate levels
Seek new project management professional development programs and services through networking with other educational organizations and PMI chapters Coordinate and publicize/organize chapter social networks
Promote the project management profession through the planning and coordination of special events, as identified by the chapter board, designed to enhance and expand the skills and knowledge of project managers Incorporate feedback, suggestions and recommendations as necessary to enhance effectiveness and value delivered to the audience and chapter as they relate to the logistics of events/programs
Oversee events, presentations and training programs 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
Develop and implement a program roadmap for all events 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
11
P of
ernance
Policy
P of
unteers
P of
keting
P of
PD
P of
bership
Past
sident
sident
lect
P of
nance
retary
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
11
42%
18%
24%
15%
1–5 hours
6–10 hours
Over 20 hours
Ability
to Delegate
Effectively11–20 hours
Public Speaking/Presentation Skills
Facilitation Skills
29%
4%
10 Time27%
Management38%
Skills
Adaptability/Flexibility
1–5 hours
6–10 hours
11–20 hours
Over 20 hours
14
15%
36%
1–5 hours
30%
6–10 hours
19%
11–20 hours
Over 20 hours
15 12%
32%
1–5 hours
12
11–20 hours
30%
33%
1–5 hours
6–10 hours
11–20 hours
38%
32%
1–5 hours
6–10 hours
24%
21%
1–5 hours
13 13%
47%
6–10 hours
40%
1–5 hours
11
21%
6–10 hours
9
12
35%
14%
Over 20 hours
27% 3%
11–20 hours
15%
Over 20 hours
18%
11–20 hours
31%
6–10 hours
Over 20 hours
Over 20 hours
16%
11–20 hours
Over 20 hours
31%
39%
17%
13%
12
P of
rnance
olicy
P of
nteers
P of
keting
P of
PD
P of
bership
PAST PRESIDENT
ROLE DESCRIPTION: Immediate former elected volunteer responsible for overall oversight of the chapter and the board in accordance with
chapter policies and bylaws.
Maintain continuity in the chapter to help to ensure smooth board transitions
Assist the board of directors with strategic policies
Proactively support and promote the work within the board
Assume the role of mentor for the president
Assist the president in liaison with PMI if and when required
24%the nominating
15%
11 Assume 42%
the position 18%
of chair for
committee
Lead and direct the elections process 1–5 hours
6–10 hours
11–20 hours
Over 20 hours
Provide ethics enforcement and guidance at the board of directors level Support conflict resolution
Outreach with past presidents
Develop and implement a succession and transition plan
10
P of
ance
etary
38%
29%
4%
ROLE SPECIFIC
1–5 hours SKILLS:
6–10 hours
11–20 hours
Over 20 hours
Skilled in Strategic Planning Process
Diplomacy
Understanding of Volunteer Recognition and Appreciation Programs
Rule of Order)
14 Parliamentary
15%
36%Procedures (i.e.,
30% Roberts19%
Human Resource Management
1–5 hours
6–10 hours
11–20 hours
Coaching and Mentoring
12%
32%
35%
21%
15 Facilitation
Skills
Active
Listening6–10
Skills
1–5 hours
hours
11–20 hours
Over 20 hours
Over 20 hours
12
24%
33% EXPERIENCE:
14%
AVERAGE
YEARS OF30%
PMI VOLUNTEER
1–5 hours
6–10 hours
38%
32%
1–5 hours
6–10 hours
11–20 hours
Over 20 hours
9
ast
sident
sident
ect
27%
12
21%
1–5 hours
13 13%
11
6–10 hours
40%
1–5 hours
13
47%
31%
1–5 hours
27% 3%
11–20 hours
15%
6–10 hours
39%
6–10 hours
18%
11–20 hours
31%
Over 20 hours
Over 20 hours
16%
11–20 hours
17%
Over 20 hours
13%
11–20 hours
Over 20 hours
Increase your
Success in
Leading Others
Access valuable resources created to support you in
your volunteer roles.
Volunteer Relationship Management System
Where volunteer opportunities are found | www.pmi.org/VRMS
PMI Learn
Where leadership skills are developed | www.pmi.org/PMILearn
Marketing Portal
Where outreach tools are created | www.pmi.org/MarketingPortal
Good things happen when you stay involved with PMI.

2011 PMI Volunteer Role Delineation Study Results

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