Region 7 Breakout Meeting

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Welcome!!!

• Region 7 Breakout Meeting

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Agenda
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New Component Mentor

• Richard C. Polendey, PMP, MSIS

• PMI Member since 2001
• PMP certified since 2002
• Served on the PMI Honolulu Chapter Board since
  2004
• Sr. Business Analyst with Hawaii Pacific Health
• (Integrated Hospital System, consisting of 4
  Hospitals and a 11 Out-patient Clinics)
• Recently selected as one of Hawaiis Top
  High-Tech Leader for 2008.

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2006-2008 Region Highlights
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Congratulations PMI Phoenix

• 2008 Component of the Year (Category IV)
• 2008 Volunteer Program of the Year
• 2008 Component Collaboration Award

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8,729 (54) PMPs
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• Component Anniversaries
• SF Bay 35 Years
• Honolulu, Silicon Valley, Tucson 10 Years
• CA Inland Empire 5 Years
• Forming component Northern Nevada
• Dissolved component Maui

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2008 Operating Plan

• Three Major Objectives (Completed)
• Ops Handbook Guidelines Templates
• Maintained Regional Website
• Expanded Mentoring to Components
• Other
• Quarterly News
• Promote PMI Awards
• Component Meetings Presentations
• Promoting the Region

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Strategic Alignment, Planning, and Reporting
(SAPR) Process
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REPORTING
Annual SAPR Process Cycle
BUSINESS PLANNING
GAP ANALYSIS
MYBP
STRATEGIC ALIGNMENT
Catalog
SAS
MYBP/ SAS
Completed Actuals Vs. Target Metrics
RESEARCH
MYBP
MYBP with Gaps Addressed
SAS
Catalog
SAS (Blank)
Highlight Gaps
PMI Strategic Plan Community Documents
Current Yr Services Completed with Gaps
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SAPR Process

• Process by which communities leverage their
  resources to assist in achieving PMIs envisioned
  goal within their area of influence (geographic
  or virtual)
• PMIs Envisioned Goal
• Worldwide organizations will embrace, value, and
  utilize project management and attribute their
  success to it.

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SAPR Step 1 Research

• Assess current state of chapters programs,
  products and services
• Environmental analysis of project management
  needs in community

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SAPR Step 1 Examples of Community Documents

• Charter
• Multi Year Business Plan from previous years
• Operations Plan
• Membership Reports
• Surveys/Feedback
• Events Calendar
• Governing Documents

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SAPR Step 1 Five Questions Communities Should
Answer

• Who are we?
• What do we do?
• What value do we offer?
• Why will someone pay for our product/service?
• What resources do we have?

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Value to Members

• Reason to Join
• Recognition
• Knowledge
• Certification (Discount)
• Advance Profession
• Networking

• Reason to Renew
• Knowledge
• Recognition
• Networking

• Reason to Leave
• Dues burden shifts to member
• Certification achieved (or not)
• English not primary language
• Join but not engaged in PMI

Value
2005 PMI member survey.
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Strategic Alignment Scorecard
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SAPR Step 2 Strategic Alignment

• The SAS has been developed as a tool for
  communities to ensure alignment of programs,
  products, and services to PMIs strategic goals
  and objectives
• The Catalog of Core and Extended Services is a
  reference document that defines the minimum
  services required
• The Catalog is not an exhaustive list of services
  communities will provide. It is a resource tool
  to help guide communities planning for services
  beyond the core services

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SAPR Step 2 SAS Example
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SAPR Step 3 Gap Analysis

• Assess Gaps Documented within SAS
• Current Core Services
• Targeted vs. Actual Metrics
• Member Feedback Satisfaction
• Prioritization
• Prep for MYBP

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SAPR Step 3 Five Questions Communities Should
Answer

• Where are we going?
• What do we need to get there?
• Why will we be successful?
• Why should someone participate/invest?
• How will we measure performance?

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SAPR Step 4 Business Planning

• Essential step toward achieving strategic
  alignment
• Specify what, who, when, and how the activities
  of the community will be done over each of the
  next three years
• Provide enough information to decide if the
  community remains viable and delivers sufficient
  value members

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SAPR Step 4 Value of MYBP

• Putting the pieces together
• Creating a blueprint for action
• Encompassing short-term needs with longer-term
  vision
• Focusing volunteer leaders
• Obtaining resources
• Attracting key volunteers
• Obtaining or retaining sponsors
• Creating alliances and partnerships 

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SAPR Step 4 Business Planning

• Essential step toward achieving
• strategic alignment
• Specify what, who, when, and how the activities
  of the community will be done over each of the
  next three years
• Provide enough information to decide if the
  community remains viable and delivers sufficient
  value members

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SAPR Step 4 Executive Summary
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SAPR Step 4 Community Characteristics
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SAPR Step 4 Community Characteristics
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SAPR Step 4 Community Characteristics
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SAPR Step 4 Environmental Needs Drivers

• Needs of Members Stakeholders
• Directs Purpose of Community
• Shapes Value Delivery Plan
• Describes Methods of Assessment

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SAPR Step 4 Community Purpose
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SAPR Step 4 SWOT Analysis

• Leverage
• Strengths
• Weaknesses
• Address
• Opportunities
• Threats

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SAPR Step 4 Plan For Delivery
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SAPR Step 4 Plan For Delivery
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SAPR Step 4 Plan For Delivery

• 6.3 Programs, Initiatives, Targets, and Metrics
• Planning Tool
• Initiatives - Projects, Services, and Products

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SAPR Step 4 Plan For Delivery
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SAPR Step 4 Plan For Delivery
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SAPR Step 4 Plan For Delivery
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SAPR Step 4 Budget
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SAPR Step 4 Launch Plan
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SAPR Step 4 Risks
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SAPR Step 5 Reporting

• Supports normalization and growth of member value
  worldwide
• Reporting from communities will
• Identify opportunities for PMI/Regional Service
  Centers and Component mentors to further support
  component service delivery to members
• Analyze consistency of service delivery across
  communities
• Informs PMI decision makers to prioritize
  resources
• Service metrics reported yearly

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SAPR Step 5 Reporting

• Community leaders determine when to submit first
  SAS based on their reporting cycle
• Program year (PY)
• Fiscal year (FY)
• Calendar year (CY)

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SAPR Step 5 Reporting with the SAS
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SAPR Suggested Timeline

• Parallels steps in SAPR process
• Component Management
• Includes key component activities and due dates
• Compliance activities

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Suggested Timeline
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SAPR Support

• Component Mentors
• GOC Staff
• Component Leadership Site Tool Kit

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Component Ops Guidelines Templates
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Project Timeline

• 1Q06 Project Charter for Outline
• 8/31/06 - Research Phase Complete
• 9/22/06 Initial Draft Outline
• 12/31/06 Completed Outline
• 1Q07 Project Charter for Document
• 9/30/08 Document Completed
• Ray Frohnhoefer, Richard Polendey, Kent Truong

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Technology Tools Leadership Resources
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Region 7 Website

• Home Page
• About Us
• Web Calendar
• Photo Gallery
• Forums
• Email Server
• Hosting Monterey Bay

http//www.pmiregion7.org
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Component Toolkit
http//componentleadership.pmi.bluestep.net/
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Component Statistics
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Other Resources

• DEP member contact demographics
• PMI Learn online learning
• Marketing Toolkit (www.pmi.org/community)
• Component System
• Component Insurance Program

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Region Admin
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Region Fund

• No change since 2007
• Balance is 2,094.24
• Requires majority of Presidents to spend
• Component Mentor budget provides travel grants

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Spring 2009 Region Mtg. Monthly Conference Calls

• SF Bay Silicon Valley
• Presidents provide feedback to CM after break
  out for action plan/conference calls
• Ongoing feedback from all

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Dinner at Rialto

• 934 16th Street (16th Street Mall) at 715
• Fixed priced at 50 per person/ payable at
  dinner.
• First Course (choice of one)
• House Greens
• Classic Caesar
• Fresh Soup of the Day
• Second Course (choice of one)
• Chicken Piccata
• Seared Salmon
• Petit Filet Mignon
• Linguini Primavera
• Third Course (choice of one)
• Chocolate Lava Cake
• Strawberry Short Cake
• One beverage (wine, beer, well drink, or soft
  drink) is included. Additional cocktails may be
  purchased individually for cash.