Project Management Processes
How to Deliver a Quality Annual Conference
PMI Region 5 Conference
March 19-21, 2015
Denise Baker, PMP
VP, Professional Development
Agenda
1
• Introduction
2
• Brief History of Chapter
3
• PM Process Groups
4
• Closing
Introduction
Name
 Years in PMI
 Background
 Roles in PMI

Brief History of the Chapter
North Carolina Project Management
Institute (NCPMI)
 Based in Research Triangle Park, NC
 30 years in existence
 Grown from 100 to 2900 members

Annual Conference
PM Processes
Initiating
Closing
Executing
Planning
Controlling
PM Processes
Initiating
Closing
Executing
Planning
Controlling
Initiating

Triggers for Change
◦ Venue
◦ Conference Director

New Vision
◦ Annual Event
Annual Conference
Commitment from NCPMI Board of
Directors
 Search for Annual Conference Director
and Core Team

Considerations in Initiating
Vision for your Professional Development
Day (PDD)?
 What is the allocated budget?
 What defines “success”?
 Available resources – don’t bite off more
than you can chew.

PM Processes
Initiating
Closing
Executing
Planning
Controlling
Planning





Appointment of Conference Director
Conference Director vs.VP, Professional
Development
Role of Conference Director
Ongoing communication with Board of
Directors
Incentives
◦ Conference Team
◦ Day of Volunteers
◦ Attendees
Considerations in Planning

Timing for:
◦ Best pricing (venue, food, swag, etc.)
◦ Best attendance
◦ Availability of Speakers

Experience of Members
◦ Event planning
◦ Graphic design
◦ Communications
PM Processes
Initiating
Closing
Executing
Planning
Controlling
Controlling

Approvals – Who ? What?
◦ Contracts
◦ Speaker Agreements
Project plan
 Updates to Board
 Changes in team members

Considerations in Controlling
Budget reviews
 Contract deadlines
 Willingness to have difficult conversations

PM Processes
Initiating
Closing
Executing
Planning
Controlling
Executing
Annual
Conference
(AC)
2-4 weeks
pre-AC
1-6 months
pre-AC
Considerations in Executing
Assignment of roles/responsibilities
 Volunteer training
 Time commitment
 Change in Continuing Certification
Requirements (CCR) Program

PM Processes
Initiating
Closing
Executing
Planning
Controlling
Closing
Lessons Learned
 Celebration
 Documentation/ Repository
 Feedback

◦ Attendees
◦ Sponsors
Considerations in Closing
Timely close out
 Make sure there is a celebration
 Provide final report to:

◦ Board of Directors
◦ Chapter Membership