Annual Meeting
PMI Monterey Bay Chapter
March 2014
Mitra Pedersen PhD
VP Of Program and Education
Members
PMI mBay chapter offered 22
Events 2013-2014

Project Management – Contract
Interface
Management

PMI-ACP® Certification 3-day Boot Camp

Where project and the ITIL framework meet?

Robust Performance Improvement: Use or Abuse?

A Holistic Approach to Change Management

MS Project Advanced Hands-On Scheduling

MS Project Foundations of Scheduling

Project Critical Success Factors

Monthly Monterey Breakfast Meetings
Sponsorships Program

Organizations are invited to sponsor PMI mBay chapter.
Sponsorship program is a partnership between PMI mBay
Chapter and Corporations, Education providers.
PMI mBay chapter if offering the following Sponsorship
Packages
• Web presence 12 months
• Evening Event sponsorship

Web presence on pmi-mbay.org

• Logo with a link displayed on home page and sponsor
page
• Company description displayed on sponsor page
• Cost is $240 for 12 months presence
• Event Sponsorship $50 per evening event
• Questions? Please contact vp-marketing@pmi-mbay.org
Sponsorships - Academy Leadership Overview
The "free seat" in April covers the 3-Day LEC course
Our mission is to build leaders.
Founded in 2000,
Academy Leadership is an elite consulting and training firm that
specializes in leader development. We are a group of senior military
officers who became successful business leaders following their military
careers. We convert managers at all levels into passionate leaders who
create a positive, enthusiastic, and supportive environment in which their
team members can be successful. www.academyleadership.com/

Variety of Individual and Corporate Programs

Flagship Program “Leadership Excellence Course”

3-Day Course worth 36

Next Course: April 23-25, 2014 in Monterey
PDU’s
contact Judy for details and discount codes
Judy Mavroleon, California / Arizona Affiliate
jmavroleon@academyleadership.com 805-423-7494
PMI – 2013
LEADERSHIP INSTITUTE
MEETING
PMI – 2013
LEADERSHIP INSTITUTE
MEETING
Founder – James R. Snyder.
One of five founders of PMI.
Past President, Chairman,
Volunteer Executive Director,
headed up Special Interest
Groups and founded
Delaware PMI Chapter.
Open Volunteer Position 1




ADMINISTRATION / OPERATIONS
To learn more please contact vp-programs @ pmi-mbay.org.
Admin/Operations Events Coordinator
The Administration/Operations area is currently looking for a detailed orientated individual
who will plan, coordinate and execute PMI-mBay Events.



Responsibilities
Will plan, coordinate and execute event for the PMI-mBay Chapter.
Research and confirm venue for event (s). Work with VP of Program for insurance
requirements.
Develop committee to help plan and execute event (s).
Working with the Marketing team to advertise and promote events.
Working with VP of Program to get the events posted on the site for registrations.
Recruit vendors to help sponsor the events.
Must attend the 10 dinner meetings from July 2013 to July 2014.











Skills
Strong organizational skills
Good Communication and follow-up skills
Good working knowledge of Microsoft Office
Good working knowledge of setting up and working with laptop and LCD projector
Must attend the 8 dinner meetings from July 2013 to July 2014.
Open Volunteer Position 2

Marketing Coordinator

To learn more please contact vp-programs @ pmi-mbay.org.

Department: Marketing Communications
Proposed Hours per month: 10 hours month.
Summary of Essential Duties and Responsibilities:
Community outreach, partnership, promote sponsorship, effectively promote PMI-mBay
chapter.

Engage more corporations to sponsor, participate and partner with us to build
membership, develop professionally and network. This could be in the form of
career workshops, job fairs, training, charity engagements, etc. that is linked and tied
to our initiatives in the Programs, Professional Development, and Membership groups.

Work with VP of Online Marketing in promoting PMI-mBay to strengthen the ties with
educational institutions and commercial training enterprises. Showcasing local
organization/ businesses on the PMI-mBay.org web site and activities.

Must attend the 8 dinner meetings from July 2013 to July 2014.
Open Volunteer Position 3

Volunteer Educator Members of the chapter to work for up to 2 hours per
week (12 - 14 weeks total) and assist the students with any questions they
may have about the PMP exam and classes they are taking.

Educator is responsible for teaching one or more process or knowledge area
of PMI project management principles

Responsibilities are:

Planning and preparing to answer questions from study group.

Plan for evening classes or meeting.

Work with small groups of learners from a range of backgrounds, abilities
and ages;

May be conducting tutorials on a one-to-one basis with learners;

planning additional support for students, as necessary;

contributing to course team meetings to monitor, review and evaluate
relevant courses;

maintaining knowledge of, and implementing, PMI PMBOK

undertaking a range of administrative tasks as required

Must attend the 8 dinner meetings from July 2013 to July 2014.
Project Management
Professional (PMP)
Eligibility and Requirements for PMP Certification

Certified Associate in Project Management (CAPM)®

Project Management Professional (PMP)®

Program Management Professional (PgMP)®

PMI Agile Certified Practitioner (PMI-ACP)®

PMI Risk Management Professional (PMI-RMP)®

PMI Scheduling Professional (PMI-SP)®
Project Management
Professional (PMP)
Eligibility Requirements with Four Year Degree

A four-year degree
At least three years of project management experience
4,500 hours leading and directing projects
35 hours of project management education
How to Apply
To apply for the PMP, register and log in to PMI online system
Project Management
Professional (PMP)
Eligibility Requirements with High School Diploma

A secondary-level diploma

At least five years of project management experience

7,500 hours leading and directing projects

35 hours of project management education
How to Apply
To apply for the PMP, register and log in to PMI online system
Certified Associate in Project
Management (CAPM)
Eligibility…..Continued

If you do not meet the PMP eligibility requirements, take a look at
the CAPM® - Certified Associate in Project Management certification.

A secondary diploma (high school or the global equivalent)

At least 1,500 hours experience
OR

23 hours of project management education by the time you sit for the
exam.
Maintain Certification

As a CAPM certification holder, you do not need to earn
PDUs. Instead, you take a re-exam before the end of
your five-year certification cycle.

PMP credential holder will need to earn 60 PDUs per
three-year cycle.
PMP® Certification Exam Preparation
Techniques -Patrice A. Bell, PMP®
An assumption is your application has been approved by PMP®.
1. Set aside a time and a place to study every day and stick to the schedule. It will help you focus.
2. Determine your pace to: read, review, and test on each chapter of your chosen study guide. I purchased and
read both Kim Heldman and Rita Mulcahy’s guides. Kim’s content is closer to PMBOK® but Rita’s guide has
exercises in addition to tests.
3. Once you determine your pace you can calculate how long it will take you to finish the study guide(s).
4. Develop a memorization technique as you read the study guide(s). I created index cards.
5. Once you have finished reading the study guide(s) and taking the quiz at the end of each chapter, take
the written practice test(s) at the end of the guide(s). If you achieve a score of 70% or above, continue.
6. Use written practice tests from other sources focusing on content.
a. Create a blank answer sheet you can use for retaking written tests, if needed.
b. Use practice tests for PMBOK version 5.
c. I printed and practiced the following on paper:
i. http://www.headfirstlabs.com/books/hfpmp/hfpmp_ch15.pdf
ii. http://www.oliverlehmann.com/contents/freedownloads/
175_PMP_Sample_Questions.pdf
iii. There are other practice tests, but did not seem accurate. There may be newer tests.
iv. At this point you should score at least 80%.
Exam Preparation Techniques….
Continue …
7. If you feel comfortable, schedule the exam at the test center, between 2-4 weeks out. If you don’t live
near the test center and are taking the exam in the morning, reserve a hotel room the night before the
exam. To understand the test environment, visit the test center prior to exam day. I went to the test site
the night before and it was hot and stuffy. I was glad I was scheduled to take the test in the morning.

8. Start taking timed on-line tests:

a. This is where you will get a feel for the actual test format and concept of test content. I use the

term “concept of content” because the real exam was harder than the practice tests.

b. Use your scratch paper as a “cheat sheet” while you take the practice test (I used 8 1/2 x 11”).

Figure out what you need to memorize. I memorized formulas, but also “what happens when”. I

created and memorized a matrix: Knowledge areas down the side and phases across the top. I

also jotted down the motivational and quality theorists.

c. I took the following timed online tests (but again check for more current PMBOK v.5 tests):

i. http://www.oliverlehmann.com/pmp-self-test/75-free-questions.htm

ii. Rita Mulcahy’s guide comes with a CD. It includes a couple of sample timed tests. I

also purchased her full test version for $249, which includes over 1400 test questions.

iii. Finalize your test taking strategy (I used the following strategy):

1. Answer all questions you know

2. Skip calculation questions

3. Mark for review questions with more than one “right” answer
PMP study group

Volunteer Educator Members of the chapter to work for
up to 2 hours per week (12 - 14 weeks total) and assist
the students with any questions they may have about
the PMP exam and classes they are taking.

No Cost to the Students (other than time)

Chapter Educator will get PDU’s for instructions by
helping out the students.
Monterey Bay Chapter teaching
the full 12 week set of classes

Local interested parties (students) will receive the necessary credits for
the educational part of the PMP application.

Held near local business – income to them in the way of food and other
goods

Chapter Members will received PDU’s for instruction and prep time of the
classes

Increased interest in the local PMI Chapter
Financial Report 2013
January February
March
April
May
June
Income
Deposit from meetings
$100.00
$110.00
PMI Membership
Workshop Income
PMI Membership
$90.00
$100.00
$170.00
$370.00
$1,894.50
$1,007.93
$180.00
$90.00
$90.00
$210.00
PMI Conferences
$1,000.00
Expense
Postcards
($163.61)
Member Conference
($315.57)
($31.26) ($64.17)
($37.53)
Postcards
Member Conference
Dreamhost (PMI Website)
Workshop Expenses
Speaker Expenses
($119.40)
($537.70) ($1,918.00)
($75.65)
Financial Report 2013
July
August September October
November December
Income
Deposit from meetings
$110.00 $100.00
$90.00
$90.00
$50.00
PMI Membership
$180.00 $280.00
$180.00
$120.00
$300.00
$1,547.33
$1,361.33
Workshop Income
$210.00
$200.00
PMI Conferences
$1,000.00
Expense
Postcards
Member Conference
Tarpy's Christmas
Meeting
Workshop Expenses
Insurance
Speaker Expenses
($55.46)
($230.46)
($666.00) ($333.00)
($300.00)
($500.00)
($2,453.18)
($67.98)
($200.00)
($75.00)
($75.68)
Financial Report 2013
Summary January 1 to December 31, 2013
Beginning Balance
$5,787.91
Increase January - June
$2,149.54
Increase July - December
$861.90
Ending Balance
$8,799.35
Total Increase 2013
$3,011.44
Minus $1000
Actual Increase
($1,000.00)
$2,011.44
MEMBERSHIP STATUS 2013
FOR 2013-2014 AS MANY AS 100 MEMBERS
AS OF MARCH 2014 CURRENTLY 98 MEMBERS
MEMBERS WITH PMP CERTIFICATION – 61
MEMBERSHIP GOALS 2014
INCREASE CHAPTER MEMBERSHIP TO 110 MEMBERS
80 PERCENT MEMBERSHIP WITH PMP CERTIFICATION
MEMBERSHIP FEES
Individual Member
PMI membership USD $129 to join
(plus USD $10 application fee)
USD $129 to renew
Chapter membership USD $30 Monterey Bay Annually
Student Member
PMI membership USD $32 to join
USD $32 to renew
Chapter membership USD $10 Monterey Bay Annually
Retiree Member
PMI membership
USD $65 to renew
Chapter membership
USD $30 Monterey Bay Annually