ANNUAL STATE OF THE
CHAPTER 2016
Annual Meeting of the Membership
Project Management Institute
Columbia River Basin Chapter
Board Report
January 5, 2016
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2015 Highlights Summary - President/Executive VP
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Governance & Chapter Meetings - Executive VP
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Finance - VP Finance
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Operations - VP Operations
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Membership/Volunteers - VP Membership
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Professional Development - VP Professional Development
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Communications - VP Communications
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Marketing & Public Relations - VP Public Relations
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Strategic Plan & Path Forward - President
ANNUAL STATE OF THE CHAPTER 2016
2015 HIGHLIGHTS SUMMARY
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2015-2017 Board Position Elections
Project of the Year Gala 2015 – Huge Success
9 Chapter Dinner Meetings
Enhancing Chapters Financial Transparency
Two Local Member PMI Student Scholarship Winners
PMI Region 1 Leadership Meeting in Calgary, Alberta
A Cool PMI Night!
Leadership Institute Meeting – North America in Orlando, Florida
NEW Website Launch
Chapter Social Media Launch
CRBC POY Winner – WCH Project – Places Second in PMI Global POY
Re-invigorated Sponsorship Program Launch
NEW Chapter Meeting Venue & Caterer
Re-invigorating Corporate Ambassador Program
3 PMP Boot Camps Conducted
Expanded Marketing and Branding Reach
325 Members
CHAPTER GOVERNANCE & MONTHLY MEETINGS
GOVERNANCE
 By-Law Amendments;
o Board Approved – Revision 5a – Board R2A2s Reorganized
o PENDING Revision 6A – Changes Office of Chapter President
o Revision 6A REQUIRES MEMBER RATIFICATION
 Board Member Roles & Responsibilities Revised and Updated;
 Chapter Social Media Policy issued;
 Chapter Website Policy & Responsibilities Document in development;
CHAPTER MEETINGS
 8 Chapter Meetings conducted in 2015
 Average Attendance January-June = 17 (5 Meetings)
 Average Attendance September-December = 32 (3 Meetings)
 September changed venue to Anthology Event Center;
 September changed caterer to Castle Event Catering;
CHAPTER FINANCE
FINANCES/BUDGET/TAXES
 VP Finance transitioned from Daniel O'Connor to Andrew Green in July.
 2015 Budget Year to Date
o As of November 30, 2015:
• Gross Expenses = $80,227.91
• Gross Income = $86,872.71
• Net = Positive $6,644.80
 2016 Budget will be finalized January 19th.
 Amended Tax Return for 2014 Tax Submission completed;
• $50 discrepancy in 2013 filed taxes identified during 2014 tax preps;
• Self Reported – No penalty incurred;
 In 2016, Planning to post monthly financial reports on Chapter Website;
CHAPTER OPERATIONS
WEB SITE HOSTING CHANGE
 Previous Vendor was not providing adequate availability, reliability & functionality
 There were numerous issues with sending out email blasts as well as login and
meeting registration issues.
 Site administration was clunky and difficult to use
 Web platform did not offer functionality to help facilitate, manage and promote
sponsorships.
 We achieved a seamless migration
WEB PAGE REFRESH
 New look and feel
 Much improved ease of use
 New functionality
CHAPTER MEMBERSHIP & VOLUNTEERING
MEMBERSHIP
 Membership Count: 325 (as of 12/26/15)
o Member Count over the last three years:
• January 2013 – 312
• January 2014 – 321
• January 2015 – 314
• December 2015 – 325
• Retention Rate is 75.32%
 Membership Demographics by Industry
o Nuclear Energy & Cleanup – 35%
o Construction – 11%
o Engineering – 11%
o Information Technology – 11%
o Education – 8%
o Medical, Utilities, Finance, etc. <4%
CHAPTER MEMBERSHIP & VOLUNTEERING
MEMBERSHIP
 Membership Statistics by Affiliation
o Battelle/PNNL – 58
o WRPS – 24
o CH2MHill – 19
o Lockheed Martin – 14
o Energy Northwest – 13
o Mission Support Alliance – 11
o Columbia Basin College – 10
o Others/Not Specified – 176
 Membership Credentials
o PMP – 209; 64% of membership
o CAPM – 3
o PMI-RMP – 2
o PMI-ACP - 1
 Membership by Zip Codes
o Zip Codes beginning w/:
• 988XX
• 989XX
• 993XX
 Membership Statistics by Location
o Richland – 133
o Kennewick – 70
o West Richland – 31
o Pasco – 29
o Outside TriCities – 62
 CRBC is in PMI Region 1
o Alaska/Montana/Utah
o Washington/Idaho/Oregon
o Western Canada
CHAPTER MEMBERSHIP & VOLUNTEERING
MEMBERSHIP SURVEY (2014)
VOLUNTEERING
 Membership Satisfaction (2014 Results)
 Use of Volunteer Resource Management System (VRMS)
o https://vrms.pmi.org/Opportunities/OpportunitySearch
[Chapter/Region/Difference]
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Overall Satisfaction – 71%/67%/4%
Recommend Chapter – 68%/64%/4%
Likely Renew – 78%/75%/3%
Overall Value – 57%/47%/10%
 Reason for Chapter Membership
o Total Responses – 72
o Access to PDUs – 24%
o Prep for PMP Exam – 13%
o Networking w/PMs – 36%
o Advance PM Profession – 4%
o Access local knowledge – 10%
o Stay current w/PM practices – 8%
o Other – 6%
 Current Chapter Openings & Opportunities
• Corporate Ambassadors
• Director of Corporate Ambassadors
• Director of Photography & Digital Media
• #2016 Nomination Committee Lead & Members
• #Sponsorship Prgm - Fulfillment Team Lead & Members
• #Chapter Web Master/Website Administrator
Bold indicates listing in VRMS
[# - Urgent Needs]
CHAPTER PROFESSIONAL DEVELOPMENT
 Partnered Project Management Skills LLC to Deliver Three PMP Certification Prep Classes
o January 2015 - 16 students
o April 2015 - 21 students
o August 2015 - 21 students
 Established/Ongoing Relationships with Multiple Training Vendors
o Roeder Consulting - PMI Global registered Education Provider engaging, real world e-training
o MindEdge - an innovative, educational content provider of online training and courseware
o MCM Project Management - a PMI Regional Educational Provide
 Washington State University, Tri-Cities - Career Fair
o Career in Project Management, Presenter
 2016 Three PMP Prep Classes (Boot Camps) already scheduled
o January, April & August
o Filling up fast!!!
o Register through the Chapter Website (www.pmicrb.org)
CHAPTER COMMUNICATIONS
COMMUNICATIONS & SOCIAL MEDIA
 VP Communications transitioned from Kim Conley to Ivan Thomas in July;
Website
 Chapter Website – www.pmicrb.org – Recently Changed Service Provider
 Increased use of eMail Blasts including “Friday Facts” from Global;
Social Media
 Facebook "PMI Columbia River Basin Chapter" Page and "PMI-CRB" Group Established
o Group - http://www.facebook.com/groups/130969817254294
o Page - http://www.facebook.com/pmicrb
 LinkedIn Group Established "PMI Columbia River Basin Chapter";
 Twitter Account Established "PMI CRB" (@PMI_CRB);
 Marissa Delgado served as Social Media Director from July to December;
 Looking for NEW Social Media Director;
 Provided PMI Talent Triangle & CCR Program Change Information
 Started to get Corporate Ambassador Program off the ground;
CHAPTER MARKETING & PUBLIC RELATIONS
MARKETING & PUBLIC RELATIONS
 Chapter purchased rights to exclusive photo 
o For Use in Chapter Branding on:
• Large board for chapter meetings;
• Header for Chapter Meeting Agendas;
• Email Blasts, Print Ads, etc.;
 Budget is ~$10,000 per year for print advertising;
 Predominantly advertising in:
o Tri-Cities Area Journal of Business;
o Tri-City Herald;
 Locally Chapter is a Member of;
o Tri-City Regional Chamber of Commerce;
o Visit Tri-Cities;
CHAPTER MARKETING & PUBLIC RELATIONS
 2016 CRBC Project of the Year Gala
o Thursday March 3rd, 2016;
o Anthology Event Center;
o Nominations Open thru February 5th, 2016;
CRBC Peoples Choice Award
 2015 CRBC Project of the Year Gala at Memories at Sunset;
 Sold Out Event at 150 tickets;
 6 Project Entries – Stiff Competition;
o Kurion
o WRPS (2)
o Lockheed-Martin
o WCH
o GESA Carousal of Dreams
 First Time Award - Peoples Choice Award
“GESA Carousal of Dreams;
CRBC POY Award Winner
PROJECT OF THE YEAR
CHAPTER MARKETING & PUBLIC RELATIONS
CHAPTER STORE
 Established an Inventory of Chapter Branded Items for Purchase:
o Men’s and Ladies Polo Shirts;
o Several Different Style Coffee Mugs;
o Insulated Tumbler;
 Developing On-Line Store inside Chapter Website for On-Line Purchase;
 Considering additional Chapter Branded Items for future Purchase:
o Hats/Visors;
o Button Down Shirts;
o Tee Shirts, etc.;
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Men’s Polo (S-3XL)
Woman’s Polo (S-3XL)
100% Polyester
CHAPTER STRATEGIC PLAN & PATH FORWARD
STRATEGIC PLANNING
 Strategic Plan for 2016 Completed
o Translate Chapter Strategic Objectives in 2016 Actions
o Actions developed for each Board area
o Includes Long-Range and continuing performance actions
PATH FORWARD & AREAS OF EMPHASIS
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Serving the membership
Professional Development Day
Financial Stability
Sponsorship Program
Board Continuity through volunteering
Co-Operative Relationships with local Universities, WSU-TC, CBC
PMI CRBC
Discussion & Questions