2019 Elections Job Positions

2019 Elections Job Positions

VICE-PRESIDENT OF FINANCE

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

 

AVERAGE HOURS PER MONTH: 8 HOURS

VICE PRESIDENT OF MARKETING AND PUBLIC RELATIONS

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,
  • 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 (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: 20 HOURS

 

VICE PRESIDENT OF PROFESSIONAL DEVELOPMENT

 ROLE DESCRIPTION: Elected volunteer responsible for professional development, education and chapter events in accordance with chapter policies and bylaws.

ROLES AND 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
  • 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

 

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: 18 HOURS