1. Chapter Leadership Meeting January 28, 2017
MARKETING DISCUSSION
Chapter Leadership Meeting
January 28, 2017

2. Discussion Agenda Marketing Team Introductions
PMINEO Marketing Plan Overview
2017 Plan Priorities
Next steps
Open Discussion

3. Marketing Team introductions
Meet the Team

4. MARKETING TEAM Members
VP, Marketing
A. Tasker
Director Social Media
J. Springer
Asst. Dir Social Media
TBD
Director Of Communications
B. Warnock
News & Info
Jim Loder
Web Content
Amer Al-buttma
Outreach & PR
Director of Practice Groups
Practice Group Leaders
Director of Infrastructure & Technology
Sapna
Sathyanarayana
Assistant Dir of Infrastructure
Marketing Strategy
D. Yurman
Marketing Advisor o
Marketing in transition
Team is new / formative stages
Will continue to evolve

5. Chapter Marketing Plan Overview
Executive Summary

6. Chapter Marketing Plan
Requirements and direction were taken from:
Req’s
ENVISIONED GOAL / VIVID DESCRIPTION

7. Chapter Marketing Plan
Risks of Maintaining Status Quo
Reduction in relevance
Drift out of Sync with PMI
Erosion of member engagement
Loss of brand name and value in region
Decline of membership
Loss of next generation of leadership
Lost opportunities to promote project management
Revenue erosion
#1. Failure to achieve PMI & PMINEO requirements

8. Chapter Marketing Plan
Thought Leadership
Expand jobs / opportunities
Corporate Development
1. CCR / PDU’s
Enhance revenues
Planned 4 key elements of chapter’s value proposition
Actionable
Plans

9. 2017 Plan Priorities
Executive Summary

10. 2017 Plan Priorities
So what?
How does marketing identify, evaluate and select priorities for further action?

11. 2017 Plan Priorities
We identified 2 questions to help us structure our priorities:
#1 (a). How does this help the chapter and its members prepare for the future of PM 2.0 / 3.0 and beyond?
#1 (b). Answer the question: What did you learn from that will help you in your job?

12. 2017 Plan Priorities 2016 Milestones
Intro social media (0 to 1,400 users in 6 mos)
Redo Website front-end
Backend - Upgrade events, mailing capabilities, templates, survey’s and more
Intro of PMINEO NEWS
MindEDGE (mini IIL)

13. All plans and priorities assume we have the team to implement
2017 Plan Priorities
All plans and priorities assume we have the team to implement

14. 2017 Plan Priorities Infrastructure Fileshare and archive database
1Q: Immediate Term
Planning
Refine marketing metrics
Regular reports back to Chapter leadership
Intro dashboard
Infrastructure
Fileshare and archive database
Launch expanded job and opportunity board

15. 2017 Plan Priorities Communications Continue social mediazation
1Q: Immediate Term
Communications
Continue social mediazation
Expand NEWS
Support Outreach – add website content
Launch expanded job and opportunity board
Launch Forums
Advertising

16. Next Steps
1Q: Immediate Term
Schedule a series of “one-on-one” conferences with each of the VP’s, their Directors and extended team members to:
Better understand each areas needs and requirements;
Develop a shared responsibility for implementation;
Develop our shared game plan governing the next 18 months +/-;
Refine metrics and reporting;
Identify way in which marketing team can be more in sync with the needs of each area within the chapter.

17. 2017 Plan Priorities
Social Media
Starting at the leadership level - drive chapter to greater acceptance and use of social media
The best presentations are conversations
Add social media tools to website
Starting with PM 2.0 / 3.0 and beyond, the most important tools will be the PM’s cell phone and tablet.

18. Next Steps
1Q: Immediate Term
Need for Chapter leadership commitment to promote use of new social media tools
Social Media program discussion with Jana Springer

19. How?

20. When? Why? Max Reach Free Branding Instant Exposure Jan Feb March
April
May
Dominic Bonacci
Rose Tran
Joe Anastasi
Laura Hoffman
Lisel Ashby
Post PMINEO Event X
Promote Article in Group
Share / Like / Comment
June
Sep
Oct
Nov
Dec
Crystal Ogden
Paul Allen
Bill Warnock
Evie Golding
Tim Oberschlake
Posts a Chapter Update
Max Reach Free Branding Instant Exposure

21. Open discussion
Closing