1. PMI Milwaukee Outreach 2013 Business Plan

2. Mission Statement PMI Outreach is responsible for creating alliances with business and professional organizations in the chapter's geographic area to encourage their active support of and involvement in the chapter while increasing the visibility of the benefits the chapter can provide.

3. V.P. Outreach Director of Education Outreach Education volunteer Education volunteer Director of Business Outreach Business volunteer Business volunteer Director of Marketing PDD volunteer PMI materials coordinator volunteer Community Outreach TBD Team Outreach

4. Team summary Director of Education Outreach –Work with education organizations on partnership opportunities (meeting sponsorships, speakers, etc.) –Help establish joint PDU training opportunities for members Director of Business Outreach –Work on promoting to local businesses the PMI value proposition in PM education and consulting –Work with businesses on partnership opportunities (meeting sponsorships, speakers, etc.)

5. Team summary continued… Director of Marketing –Focal point for developing and managing marketing initiatives for members and community at large –PDD support Marketing Sponsorship/ Exhibitors –Marketing material development Community Outreach –Work with professional organizations on joint ventures in meetings and training –Promote PMI to local governments and K12

6. Market Summary PMI members… –PMI Milwaukee chapter members –PMI national members in the area Project manager professionals (non PMI) in the area Education organizations with PM offerings –Wisconsin based –Virtual based Business organizations who use PM services in the area Community at large –Other professional organizations (IIBA, APICS, etc.) –Local governments and K12

7. Opportunities Project management growth as profession –More organizations doing more project management and coordination than before –Virtual project management is taking root… New opportunities for project management in new industries –Water technology; Renewable energy; etc. Internet based PMI chapter –Able to reach out to more ‘customers’ 24X7 Education, news, peer networking, etc… –“Virtual membership” is a possibility…

8. Opportunities continued… Changes in PMI Milwaukee and community… –PMI Milwaukee Membership has been stagnant for last 5 years % of members attending PMI sponsored events has dropped to less than 10% –Same members show up for the same events… Losing touch with business and education –Community Businesses do not understand the value of PMI and its members Education organizations have increased PM offerings Partnerships with other professional organizations

9. Competition Who they are… –Other PM organizations (Prince2, etc.) –Other professional organizations (SIM, IIBA, etc.) –Education organizations (UWM, UW, MSOE, etc.) –Personal time commitments (kids, school, etc.) Competitive advantage… –Local established chapter with experienced BOD –Value for services (PMP study group, speakers, PDD) –Volunteers –International branding on going by PMI

10. Business Concept Establish awareness of PMI and our value proposition within the membership, education and business community –Accomplish this through… Listening to needs of members and the community Establishing partnerships within our area Create a brand that promotes/projects our value to the community at large Improve membership in local chapter Create new revenue stream for local chapter

11. Goals and Objectives Reach out and engage the members –What do they want and need from PMI chapter –Increase participation in events by 20 % 2012 and 35% in 2013 Reach out and engage non PMI chapter members Reach out and engage the education organizations –Create partnerships with 2 schools in 2012 –Offer virtual meetings and training sessions in 2012

12. Goals and Objectives continued… Reach out and engage business community –Form relationships for 2 new businesses in 2013 Create 2 new education/training opportunities for PMI chapter in 2013 Create new corporate chapter sponsorship Marketing PMI in 2013 –Establish a local chapter brand –Continue work on chapter marketing program –Create marketing program for PDD

13. Financial Plan Education Outreach –Budget $2,500 for cross promotional events Business Outreach –Budget $1,000 for logo promotional materials. Marketing –PDD $2,000 –General marketing materials $2,500 –Membership survey $1,500

14. Financial Plan continued… Revenue targets –$2,500 in new sponsorships –Reduce speaker costs for dinner meetings by using local educators donated by schools

15. Resource Requirements Personnel Education Outreach –Director and up to 2 volunteers Business Outreach –Director and up to 2 volunteers Marketing –2 volunteers, one with copy writer/marketing skills –Total 10-12 volunteers

16. Resource Requirements continued… Technology Access to PMI national marketing development Local marketing materials company –Finances $5,000-$7,500 –Services Printing company Trinkets and trash vendor

17. Risks and Rewards Risks –Not enough volunteers apply to help. Will reduce scope to meet resource availability. Focus on PDD –Skills are not available for each position. Look at using non PMI members to fill skill gaps. –Budget $$ are not available. Focus efforts on ‘free’ initiatives. Ask for donations from organizations to fund efforts. Expected rewards –Increased membership in local chapter –New revenue streams for chapter from community partners. –Increased awareness and value of PMI in our community

18. Key Issues Near term –Find people for director and volunteer positions Have director candidates for education; marketing. –Find out what members want from chapter/PMI –Develop first initiative in each key area Develop project plans for each one –Flesh out marketing requirements for PDD Long term –Develop community outreach program plan –Funding requirements for 2014 initiatives