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J. Kendall Lott, PMP Laura Barnard, PMP March 20, 2015

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Presentation on theme: "J. Kendall Lott, PMP Laura Barnard, PMP March 20, 2015"— Presentation transcript:

1 J. Kendall Lott, PMP Laura Barnard, PMP March 20, 2015
Best Practices J. Kendall Lott, PMP Laura Barnard, PMP March 20, 2015

2 J. Kendall Lott, PMP CEO, M Powered Strategies (R5 Sponsor!) Co-Founder Project Management Day of Service (PMDoS) 2014 Chair/CEO, PMIWDC 12 years volunteer service PMIWDC Laura Barnard, PMP CEO, PMO Strategies Co-Founder Project Management Day of Service (PMDoS) VP, Marketing, PMIWDC Former Board Member, PMI Montgomery County (10 years) Board Member Goodwill Industries of the Greater Chesapeake, Inc.

3 A Chapter Best Practice
Raising the profile of the project management profession in your local market/community Chapter level promotion of the profession Valuable membership engagement and interaction Valuable service to your community Fulfilling engagement opportunity Engaged membership is a sticky membership Reach new candidate members, with a nod toward younger candidates And, of course, PDUs!

4 Background On Martin Luther King Day, January 19, 2015, a national day of service, the Taproot Foundation and the five DC, MD, Northern Virginia chapters of the Project Management Institute (PMI) partnered to organize the largest ScopeAThon in history.

5 The Numbers 300 Project Managers
40+ PMO Volunteers Working for 7 Months (and still going!) 100 Nonprofits $60,000 in Donations and Sponsorship Well Over $100,000 in In-Kind Sponsorship and Support Representation from all 5 DC/MD/NoVA PMI Chapters

6 Having an Impact Helping those who help others…
1600 hours of pro bono Project Management services! $200,000 in Project Management value in one day! Each nonprofit left with a scope document and plan White House mention / U.S. Commerce Secretary kick off Delivered: On time, under budget, and beyond stakeholders’ expectations Orlando Figueredo (HP); Kendall Lott (PMDOS PMO); Secretary of Commerce Penny Pritzker; Liz Hamburg (Taproot Foundation); Laura Barnard (PMDOS PMO); Max Skolnik (Taproot DC); Georgia Gillette (Points of Light/Billion+Change)

7 Key Design Elements MOUs Charter Organization Communication Technology
Nonprofit intermediary (to aggregate demand) Charter Collaboration (multiple chapters) Organization PMO to coordinate and perform the planning and execution of event (integration) Communication Ongoing engagement with stakeholders Technology Underlying enabler of effort

8 Memoranda of Understanding

9 Charter

10 Organization 5 PMI Chapter Executive Governance / Steering Committee
Kos, Lott, Parker, Schendel, Stroncek Strategic Adviser Raji Sivaraman Taproot PMI Executive Director J. Kendall Lott Executive PMO Director Laura Barnard Project Manager - Lisa Iannuzzi (DC) IT Services - Raj Sarikonda (MC) Logistics Director Sharyn Horowitz (DC) Finance Director Jennifer Arndt (B) Volunteer Management Director Danni Richards (DC) Sponsor Engagement Director Lisa Harper (SS) PR & Marketing Director Hector Del Castillo (SS, MC) Logistics Deputy Loretta Letke (B) Finance Deputy Aakash Singhal (MC) Volunteer Mgt. Deputies Cielito Bates (DC) Margit Zimmern (DC) Sponsor Eng. Deputy Ceresh Perry (DC) PR & Marketing Deputy Shantelle Coleman (SS) Regina Robertson (SS) Marlon Marshall (MC) Brittany Yates (DC) Robert Ehrlich (DC, MC) Richard King (DC) Kwema Ledbetter (SS) Ashwin Saboo (SS) Barbara Reed (DC) Elizabeth Bollinger (SS) Andy Brown (SS) Reva Gambrell (SS) Charles Dickson (MC) Ullice Pelican (Balt) Justin Encarnacion (SS) Bob Klannukarn (DC) Walter Dyer (B) Pearine Parkinson (SS) Robin Bradshaw (MC) Marco Pompey (DC) Karen O’Hern (DC) Heather Kramer (MC) Heath Suddleson (MC) Lisa Hunnicutt (SS) Laurie Mankin (DC) Constance McAninch (DC) Mike Hannan (DC) Diana Hillman-Snably (DC)

11 Communication Status Report for Week Ending 1/10/2015 Status Summary
Overall status reported as Green. We have received several in-kind donations this past week which has offset our need for cash contributions to fund the event. To date, we have achieved $9,525 in individual cash donations. Corporate sponsorships include HP $15,000, Xerox $5,000, PMI Educational Foundation ($3,500), University of MD ($5,000), L3 Communications ($3,500), and $5,550 from our early sponsors – M Powered Strategies, PMO Strategies, and Fortezza Consulting. (M Powered has since contributed a lot more in supporting ALL of our in-person meetings and feeding our PMO). Accomplishments for this Reporting Period Status Summary Key Decisions Made All volunteers must belong to one of the 5 DMV area PMI chapters. Our fundraising efforts focus on crowd fundraising; team and individual donation efforts. Items Requiring Management Attention Registration for day of Volunteers ends on Monday, January 12. Need assistance in communicating crowd fundraising competition to break 10K before the event. Need sponsorship (cash) and in-kind services contributions. Will be sending more frequent last minute communications and reminders to all day of Services volunteers on Monday, Wednesday and Friday of this week. Continuing to follow-up with REP’s for cash sponsorships and crowd sourcing opportunities. Matching process to begin on January 7th and finalized on January 14th. First Volunteer training to begin January 8th and second on January 13th. Status Report for Week Ending 1/10/2015 Given that we have only one reporting period left, we would like to highlight all the great things this team has accomplished in 4.5 months Developed a team of 40 pp. Collectively raised $40,000 in corporate sponsorships and almost $10,000 in individual and team donations. Received over 110,000 in in kind donations. Sheraton Premiere Hotel offered discounted Food and Beverage and complimentary meeting space (value $35,000).. BISGlobal is our CRM reporting tool and account management system (Value - $20,000 ) PC Retro donated 60 laptop computers, extra batteries, supplying extension cords, and power strips (Value TBD ) Mobile App developer and provider - Simtelligent - (Value - $15,000 ) / Swag Bags - ITC Inc. – (Value ) / Av sponsor – A Plus Office Equipment (Value TBD ) / Print Sponsor – Print Falcon (Value TBD) / PMR Consulting Services - $5,000 / Photography Services – Bob Klannukarn Planned Activities for Next Reporting Period Overall Status X

12 Communication Status Report for Week Ending 1/10/2015 ♦ X Financials
Overall Status X Financials Deliverables Financial Source Status % Comp Target / Goal Current Comments In-Kind Donations – Good and Services Sponsorship l 70% $100,000 $110K Sheraton - $35,000 BISGlobal - $20,000 Simtelligent - $15,000 Cash Sponsorship 75% $50,000 $40,950 HP $18,400, Xerox $5,000, PMIEF $3500, Umd $5,000, L3 Comms - $3,500 Misc. sponsors $5,050 Individual Cash Donations 31% $20,000 $9,525 Individual donor in the lead Total Cash Received 67% $70,000 $ 50,475 Broke 50K!! Chapter Competitions % Comp Target Current Date Baltimore 61% $5,000 $3,031 DC 23% $1,149 Montgomery County 17% $838 Silver Spring 27% $1,355 Southern Maryland 0% $0 Individual Donors 63% 5,000 $3,152 Crowd Fundraising $30,000 Milestone Status % Comp Original Delivery Date Current Comments Ability to support priority 1 items. 100% 12/31 12/29 As of Jan 5, we can account for 100% of our priority one items execute the event First volunteer training 1/8 First session very well received. Two of them will be live and have an additional one recorded Second Volunteer Training 0% 1/15 On track Gained a swag Bag Sponsor 1/5/15 1/5 Able to offer all of our guests a swag bag for their materials January communications package sent to chapters 12/30 1/7 Gain a print sponsor Will save on overall cash outlays Gained a computer sponsor Assist in promoting a nice professional image Metrics Chapter Volunteer Counts (includes double counting multi-chapter) Milestone Status % Comp Original Target Current Count Comments Nonprofits l 48% 200 96 In December goal is to achieve 100 by Jan 9th Day of Service PM Volunteers 63% 600 380 Need chapters to push for volunteer sign ups. PMO Volunteers 150% 40 60 Continue to assign volunteers from existing pool as needs arise. Placed PMO Volunteers 114% 36 41 Current needs are met, but expecting further needs over coming months. Chapter Day of Volunteers PMO Volunteers Total Volunteers Baltimore 35 4 39 DC 219 18 237 Montgomery County 42 10 52 Silver Spring 37 9 46 Southern Maryland 2 1 3 TBD (all other or blank) 22 8 30

13 Technology

14 In Their Words… So great to use our PM skills to make a difference!
Loved being able to assist an organization achieve their mission! So great to use our PM skills to make a difference! Really cool that the Secretary of Commerce attended. PMs were engaged and rolled up their sleeves! It was great to walk out with a game plan. Great expertise provided by the PM. Happy to do service on MLK day. This was my first experience. I don’t know how you could top it! It was fun to solve a new type of problem outside of my normal PM work. It was great to get a new perspective on the issues my nonprofit faces!

15 Volunteer Responses Percent responding 5 and 4 on 5-point scale (5= “Very Satisfied”)

16 Nonprofit Responses Percent responding 5 and 4 on 5-point scale (5 = “Very Satisfied”)

17 Summary Findings Overall success: Over 95% of both volunteers and nonprofit respondents reported having a positive experience (5 or 4 on 1-5 scale) and over 90% are very interested in participating next year Key strengths: Both volunteers and nonprofits found high value in the experience Team approach (several PM’s per nonprofit) was key to high level of success Relationship building and walking out with a scope and plan

18 Key Success Factors Constant communication (synching) with the intermediary Early sponsorship development – in kind and cash support (find a venue!) Early volunteer development Defined org structure and ability to keep volunteer work moving Have an entity that can receive funds Get marketing and PR support And like any project…communicate, communicate, communicate!!

19 Outcomes PMDoS 2016 is happening! PMDoS 2015
Continuity of the portfolio Points of Light has seen PMDoS as a proof of concept to expand upon Major sponsor substantially increased donorship to continue at the national level Houston PMDoS October 2015 (literacy focus) UK Chapter working with Association of Project Management conducting similar event in 2015 PMDoS 2016 is happening!

20 Questions?

21 Want to Learn More? www.PM-Dos.net kendall@pm-dos.net laura@pm-dos.net
J. Kendall Lott, PMP Laura Barnard, PMP


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