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