1. July 2002PMI-SOC FY031 FY03 Business Plan VP Projects Joanne Gumaer July 2002

2. PMI-SOC FY032 Outline Introduction Vision Short-term (1 Year) Mid-term (2-3 Years) Long-term (>3 Years) Measures of success

3. July 2002PMI-SOC FY033 Introduction-Responsibilities Creation, implementation, operation and improvement of the Project Management Office Recommendation, selection or creation of project management methodology, process, tools and standard of the PMI-SOC Tracking and status of all PMI-SOC projects and initiatives Project Management of all dinner meetings, events, seminars and symposiums of the PMI-SOC, and organizing of all guest speakers for scheduled meetings and events

4. July 2002PMI-SOC FY034 Introduction-Current Organization

5. July 2002PMI-SOC FY035 Vision Southern Ontario Chapter – Vision 1.We will build professionalism within project management, 2.We will promote project management as a profession 3.Execute both of the above 'By Example' VP Project – Vision To be a recognized by the PMI-SOC members and PMI as a chapter that practices project management

6. July 2002PMI-SOC FY036 Short-Term (1 Year) Goals To establish standards and procedures for managing and improving PMI-SOC projects To have a sponsor for each chapter meeting and to report on chapter meetings to the membership and PMI. To provide value to our members by starting a mentoring program To establish the trade booth committee

7. July 2002PMI-SOC FY037 Short-Term Tasks Setup the Trade Booth committee

8. July 2002PMI-SOC FY038 Short-Term Projects Goal: To establish standards and procedures for managing and improving PMI-SOC projects Chapter Archive –An organized system to store historical records of chapter activities, projects and events which can be accessed by the appropriate group or person. –Started Nov 2001 Chapter Handbook –The policies and procedures of SOC –Start Sept 2002 Continued next Page

9. July 2002PMI-SOC FY039 Short-Term (Continued) Projects Goal: To provide value to our members by starting a mentoring program Mentoring Program –Set up and launch a mentoring program, in which a junior member is matched with a senior member as their mentor. –Sept 2002

10. July 2002PMI-SOC FY0310 Short-Term Resources By month –Volunteers 6 member for chapter archive team 5-6 members for trade booth committee; increases to 9 in Jan and 12-15 in April 3 members for handbook committee 4-5 members for mentoring committee –Bond resources Arrangements for meetings est. 2-5 hr of admin for committees Help with maintenance of archives Continued next page

11. July 2002PMI-SOC FY0311 Short-Term Continued Resources Money –Chapter Archive Project in budget for 2003 ($1900) –Trade Booth Committee in budget for 2003 ($4230) –Chapter Handbook ($300) –Mentoring Program ($1500 seed money) this program should pay for itself through a fee

12. July 2002PMI-SOC FY0312 Short-Term Budget Detail Revenue Mentoring Program $1500 Expenses Chapter Archive (meetings, web storage, file cabinets, folders) $1900 Chapter Handbook (meetings) $300 Mentoring Program (training, documentation, meetings) $1500 Trade show committee( Project World, transport of booth to meetings, meetings) $4230

13. July 2002PMI-SOC FY0313 Mid-Term (2-3 years) Goals To create awareness of project management expertise, knowledge and best practices in Toronto area To maintain the mentoring program

14. July 2002PMI-SOC FY0314 Mid-Term (2-3 years) Projects Best practices in Toronto –Start with a feasibility study to determine project definition and the resources need –Volunteers - Committee of 3 having 2-3 meetings –Cost $200 for feasibility

15. July 2002PMI-SOC FY0315 Long-Term (>3 years) Goals To create and maintain a repository of project management best practices in Toronto

16. July 2002PMI-SOC FY0316 Long-Term (>3 years) Goals Projects –Establish repository of project management best practices in Toronto Resources –Experienced project mangers Who are recognized for their contributions to the field of project management From a variety of industries From large, medium, small and independent companies –A searchable web-based database

17. July 2002PMI-SOC FY0317 Measures of Success Item –Projects completion –Executives and volunteers use chapter archives and handbook Objective –Chapter Handbook completer –Chapter archives completed –Executives and members have access to appropriate chapter information –Mentoring program started –Executives submit all project and portfolio records to archive system –Executives & volunteers refer to chapter archives for historical information on similar projects