WELCOME TO THE

WELCOME TO THE

AGM/IPM Agenda

AGM/IPM Event Etiquette

On Zoom- Please mute yourselves ��In Person- Please silence your phones

PMI-SFBAC

AGM 2022

by

Lorena De Benedittis

Board President

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Our Board of Directors

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Policy Governance Ends:

• Fun Community
• Support relationships (networking)
• Foster mentoring and growth

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Policy Governance® Model

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Owners �Chapter Members�

Board of Directors Chapter Leader member representatives

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CEO�Top Volunteer to the lead chapter operations

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Governance Philosophy

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• Accountability
• Servant-leadership
• Clarity of Chapter Values
• Volunteer empowerment

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What we do?

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Mission:

• Fun Community
• Support relationships (networking)
• Foster mentoring and growth

Vision:

• Achieve professional goals
• Practice and obtain mastery of project management
• Showcase individuals’ strengths
• Contribute to the community
• Build leaders

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Values:

• Having fun
• Building relationships
• Promoting growth
• Embracing ownership
• Giving back

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Membership Update

• - 17% during pandemic
• In 2022 we were able to flatten �the curve
• Pandemic membership management

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Membership Update

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This is what we did

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• Pandemic membership management

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• By laws update

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• Policy Government Monitoring Process

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YoY Membership Retention improved

Our membership retention is at all time high at 78%

YoY Membership �Retention Improved

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Chapter Leadership Performance Improved YoY

Chapter Leadership Performance Improved YoY

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Members expectations

CAREER

GROWTH

RESILIENCE AND ADAPTABILITY TO CHANGE

BUILD COMMUNITY

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PMI - SFBAC

• Have the ability to grow�
• Cultivate new skills for Bay Area organizations�
• Professional knowledge in the project management discipline

PMI

• Hybrid approach

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• Soft skills such as Communication Leadership

Negotiation �are more important �than they were just five years ago�

• Quality of relationship

Source: PMI

Career Growth

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PMI - SFBAC

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• Be adaptable to change and resilient�
• Have a sense of belonging within the project management community�
• Have the visibility and professional support to manage obstacles

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Source: PMI

Adaptability to Change

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PMI - SFBAC

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• Experience the promotion of racial equality, inclusion and diversity

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• Enjoy a bond of culture, diversity, and respect for each other

PMI

Source: PMI

Build Community

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Board Election

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Call for Nominations

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Please keep looking in your inbox �for more info.

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PMI-SFBAC Chapter Highlights

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by

Prabhu Gopalan

CEO

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Our Executive Team

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Organizational Structure

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How Ops Implements Strategy

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Next Generation Leaders Program

Next Cohort in early 2023

Let’s Jam challenge event held Summer 2022 with 36 University students and 6 Coaches

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Mentorship Program 2022 Summary

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Sustainability �

• We provide awareness of sustainable practices that our community can put into action in their professional and personal lives.
• We provide additional opportunities to take action with our environmental stewardship events.
• We use all of our registration fees to give back to the community and environment.
• Our work is pledged towards the PMI – UN Global Compact to attain the UN Sustainable Development Goals by 2030

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By enhancing PMP connection to the Earth, the PMI-SFBAC Sustainability Program will open minds to the possibilities we can bring to our operational practices to limit negative consequences on the planet.

2000+ hours pledged to date!

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Call to Action: Follow us on your favorite social media channel. Tag us on Instagram @pmisfbac

and use the hashtag #IPMdaySF2022

Marketing Highlights 2022

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• Social media followers have increased organically across all platforms
• We have crossed 5,000 followers mark on LinkedIn and on track to cross 1,000 followers on Instagram by the end of the month.
• Engagement on Instagram has gone up after we restarted memes and informative content in June 2022

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Volunteers

1. As a non-profit organization, recruiting and retaining volunteers have always been a challenge as people need to spend 5-10 hours every week on top of their day job
2. Industry attrition rate is 30% per year
3. In spite of attrition, I am happy to report that we increased the number of volunteers YoY by 45%

Volunteer Benefit:

PDUs, Develop PM skills, Networking, Job search assistance, Mentorship, Coaching

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Talent Gap: 10Y Employment Trends

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Leading Sectors

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“The growth rate of PMOE within projectized industries is expected to be higher than for overall employment in these industries. This indicates a higher demand for positions – and qualified people to fill them”

According to an analysis of U.S. Bureau of Labor Statistics data, the largest and fastest PMOE growth will be in software development—a projected increase of 14% between 2019 and 2030.

PMOE Occupation Growth

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The urgent need for workers with project management skills was further reinforced by a recent PMI study that cited project management as one of the top-five areas business leaders would like to prioritize in 2021.

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Financial Overview for FY 2021

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Gross Income for FY 2021

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Income sources

• Membership
• Professional Development programs
• Events
• Mentorship
• Sustainability
• Sponsorships

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Expenses for FY 2021

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Financial Trends

2018 - 2022

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Financial overview 2018 - 2022

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Projection for 2022 based on first 9 months

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Limited interest for Certification Bootcamps

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Thank You

AGM Poll and Q/A

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Break and Networking

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10:10 am – 10:30 am

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Up Next KeyNote Speaker Peter Ivanov. Picture Included

Topic:

10:30 am - 11:15 am

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Split Screen- Peter’s Picture on one side and Bio on the other

11:20 am - 11:50 am

Lunch and Networking

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11:50 am – 12:30 pm

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12:35 am - 1:05 pm

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AGM/IPM Event Etiquette

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AGM/IPM Event Etiquette

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AGM/IPM Event Etiquette

Break and Giveaway

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2:25 pm – 3:35 pm

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2:35 pm - 3:05 pm

Breakout Group Exercise

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3:10 pm – 3:40 pm

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Closing Remarks

Please take 5-7 mins to complete this event survey

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What it takes to Succeed as a PM

1. Embrace Ambiguity
2. Build Relationship
3. Develop Subject Matter Expertise
4. Apply Critical Thinking
5. Solve difficult problems
6. Communicate Impact Effectively
7. Expand Responsibilities (either by solving bigger problem or expanding responsibilities)