1. FY13-14 PMI Monterey Bay Annual Meeting and Member Orientation March 20, 2014 Bill Wiltschko

2. Agenda Annual Meeting PMI Certifications – getting one, keeping one PMI Training and events Volunteers and volunteering Board Election Info Page 2

3. Annual Meeting Introduction of Officers Membership Financials Education Elections New Business Adjourn Page 3

4. Chapter Officers Gail Farmervp-admin@pmi-mbay.orgvp-admin@pmi-mbay.org Deborah Gay-Rigaudvp-membership@pmi-mbay.orgvp-membership@pmi-mbay.org Barbara Langpresident-elect@pmi-mbay.orgpresident-elect@pmi-mbay.org Mitra Pedersenvp-programs@pmi-mbay.orgvp-programs@pmi-mbay.org Barbara Senftpast-president@pmi-mbay.orgpast-president@pmi-mbay.org Mary Townevp-finance@pmi-mbay.orgvp-finance@pmi-mbay.org Bill Wiltschkopresident@pmi-mbay.orgpresident@pmi-mbay.org Page 4

5. Membership 2013-2014 STATUS For 2013-2014 as many as 100 members As of march 2014 currently 98 members Members with PMP certification – 61 GOALS Increase chapter membership to 110 members 80 percent membership with PMP certification Page 5

6. Financial Report 2013 January 1 to December 31, 2013 Summary Beginning Balance$5,787.91 Increase January - June$2,149.54 Increase July - December$861.90 Ending Balance$8,799.35 Total Increase 2013$3,011.44 Minus $1000($1,000.00) Actual Increase$2,011.44

7. Chapter Offered 22 Education Events 2013-2014 Project Management – Contract Management Interface PMI-ACP® Certification 3-day Boot Camp Where project and the ITIL framework meet? Robust Performance Improvement: Use or Abuse? A Holistic Approach to Change Management MS Project Advanced Hands-On Scheduling MS Project Foundations of Scheduling Project Critical Success Factors

8. Board Election May-June Term of Office: July 1 – June 30 – Except President (3 years as -elect, current, past) Ballot by email or SurveyMonkey Must be member of PMI and PMI Monterey Bay Please consider a run for office! Page 8

9. New Business

10. Adjournment

11. PMI Membership Page 11 MEMBERSHIP FEES Individual Member PMI membership USD $129 to join (plus USD $10 application fee) USD $129 to renew Chapter membership USD $30 Monterey Bay Annually Student Member PMI membership USD $32 to join USD $32 to renew Chapter membership USD $10 Monterey Bay Annually Retiree Member PMI membershipUSD $65 to renew Chapter membershipUSD $30 Monterey Bay Annually

12. PMI Certifications Page 12 Certified Associate in Project Management (CAPM) ® PMI Agile Certified Practitioner (PMI-ACP) ® PMI Scheduling Professional (PMI-SP) ® PMI Risk Management Professional (PMI-RMP) ® Project Management Professional (PMP) ® Program Management Professional (PgMP) ® www.pmi.org/Certification.aspx Companies ask for PMI certifications when they hire

13. Project Management Professional (PMP)- Eligibility Requirements with Four Year Degree Page 13 A four-year degree At least three years of project management experience 4,500 hours leading and directing projects (auditable) 35 hours of (approved) project management education (~$1200) – but there is an alternative Pay another $400 …and pass a really hard exam

14. PMP® Certification Exam Preparation Techniques -Patrice A. Bell, PMP® Page 14 An assumption is your application has been approved by PMP®. 1. Set aside a time and a place to study every day and stick to the schedule. It will help you focus. 2. Determine your pace to: read, review, and test on each chapter of your chosen study guide. I purchased and read both Kim Heldman and Rita Mulcahy’s guides. Kim’s content is closer to PMBOK® but Rita’s guide has exercises in addition to tests. 3. Once you determine your pace you can calculate how long it will take you to finish the study guide(s). 4. Develop a memorization technique as you read the study guide(s). I created index cards. 5. Once you have finished reading the study guide(s) and taking the quiz at the end of each chapter, take the written practice test(s) at the end of the guide(s). If you achieve a score of 70% or above, continue. 6. Use written practice tests from other sources focusing on content. a. Create a blank answer sheet you can use for retaking written tests, if needed. b. Use practice tests for PMBOK version 5. c. I printed and practiced the following on paper: i. http://www.headfirstlabs.com/books/hfpmp/hfpmp_ch15.pdf ii. http://www.oliverlehmann.com/contents/freedownloads/ 175_PMP_Sample_Questions.pdf iii. There are other practice tests, but did not seem accurate. There may be newer tests. iv. At this point you should score at least 80%. There’s more on www.pmi-mbay.orgwww.pmi-mbay.org

15. Maintain Certification 1.PMI-Monterey Bay offers PDUs via: 1.Breakfast and dinner meetings 2.Be a presenter 3.Volunteer Page 15 PMI PDU orientation Claiming PDUs

16. PMI Monterey Bay Events Breakfast meeting – pure networking, news of upcoming events, job information Dinner meeting – presentation on project management topic MS Project training, beginning and advanced PMP training – different kinds, in development PMP study group – in development Page 16 We put our events on Meetup.com www.meetup.com/PMI-MontereyBay/ --as well as our website www.pmi-bmay.org

17. Volunteering Volunteers make the chapter work Elected officers – President (past, present, future), VP Admin, VP Finance, VP Membership, VP Programs Appointed officers – VP Marketing, VP Education Other (invent your own title) – Event coordinator, volunteer educator, marketing coordinator Page 17 pmi-mbay - about volunteering

18. Elected Officers President – Encourage, encourage VP Finance - money VP Admin - records VP Membership – encourage and attract members VP Programs – plan dinner presentations and education Page 18

19. Leadership Training Training and mentoring is crucial in order to be good resources for our members – Region 7 Mentor (Tony Appleby) – Leadership Institute at PMI Congress (past locations: Vancouver, BC, New Orleans) – Region 7 Leadership Institute (Past locations: Hawaii, Santa Clara, Las Vegas) – PMI.org gives us money to send people to this training, and the chapter pitches in as well. – (opinion) We need to send more people Page 19

20. PMI – 2013 LEADERSHIP INSTITUTE MEETING Page 20

21. PMI – 2013 LEADERSHIP INSTITUTE MEETING Page 21 Founder – James R. Snyder. One of five founders of PMI. Past President, Chairman, Volunteer Executive Director, headed up Special Interest Groups and founded Delaware PMI Chapter. Oh, and Robin, who we forced to go to New Orleans…

22. Links PMI www.pmi.orgwww.pmi.org PMI certificationswww.pmi.org/Certification.aspxwww.pmi.org/Certification.aspx PMI-Monterey Baywww.pmi-bmay.orgwww.pmi-bmay.org PMI-Monterey Bay Meetup www.meetup.com/PMI-MontereyBaywww.meetup.com/PMI-MontereyBay PMI-Silicon Valleywww.pmisv.orgwww.pmisv.org Bill Wiltschko bill@wiltschko.org 831 596-5073 Page 22

23. Sponsorship We get a little help from our friends – Logo with a link displayed on home page and sponsor page – Company description displayed on sponsor page – Cost is $240 for 12 months presence – Event Sponsorship $50 per evening event – Contact vp-marketing@pmi-mbay.org. Page 23

24. Financial Report 2013 JanFebMarAprMayJun Income Deposit from meetings $100.00$110.00$90.00$100.00$90.00 PMI Membership $170.00$370.00 Workshop Income $1,894.50$1,007.93 PMI Membership $180.00$210.00 PMI Conferences $1,000.00 Expense Postcards ($163.61)($31.26)($64.17)($37.53) Member Conference ($315.57) Postcards Member Conference Dreamhost (PMI Website) ($119.40) Workshop Expenses ($537.70)($1,918.00) Speaker Expenses ($75.65)

25. JulAugSeptOctNovDec Income Deposit from meetings $110.00$100.00$90.00 $50.00 PMI Membership $180.00$280.00$180.00$120.00$300.00$210.00 Workshop Income $1,547.33$1,361.33$200.00 PMI Conferences $1,000.00 Expense Postcards ($55.46)($230.46) Member Conference ($666.00)($333.00)($300.00) Tarpy's Christmas Meeting ($500.00) Workshop Expenses ($2,453.18 )($67.98) Insurance ($200.00) Speaker Expenses ($75.00)($75.68) Financial Report 2013