The president provides chapter leadership and coordinates all activities. The president is responsible for the Chapter’s vision, and creating the Chapter’s strategic plan, operating plan, and objectives in collaboration with the Board and Chapter.
Follows Chapter bylaws, policies and procedures; strives to fulfill the Chapter’s mission, values, and strategic plans.
Facilitates Board meetings and implement decisions. Coach Board members.
Responsible for the creation of the strategic plan and operational plan for the Chapter, and leads the development of the budget.
Is a liaison with PMI Headquarters and the Chapter and maintains contact with other PMI chapters.
Ensures that Chapter involvement, activities, and decisions serve member interests and PMI headquarters policies.
Signatory on chapter bank account(s) and any other financial instruments belonging to the chapter.
Appoints vacant Board members’ positions, subject to the Board’s approval by majority vote.
Appoints committees and committee chairs on a project or task basis, with the approval of the Board.
The president-elect prepares for and plans to serve as President for the following year.
Follows Chapter bylaws, policies and procedures; strives to fulfill the Chapter’s mission, values, and strategic plans.
Acts for the President during the President’s absence.
Learns all aspects of Chapter operations, including history, policies and procedures, current practices, and bylaws, to prepare for assuming the position of President at the start of the next year.
Works with the President in leading the development of the strategic plan, operational plan, and budget for the Chapter.
Ensures that the strategic issues and plans identified by the Board are not forgotten in the barrage of regular activities as the year progresses.
Chair of Project Excellence Award committee.
Assumes other duties, including special projects, as needed by the President and the Board.
At end of term, plans and leads transition between outgoing and incoming boards. Facilitates team-building sessions for incoming board members.
Key member of the nominating committee for the next board year elections.
The past present serves as advisor and resource to the Board and Chapter, as well as serves as chair of the Advisory Council of Past Chapter Presidents.
Follows Chapter bylaws, policies and procedures; strives to fulfill the Chapter’s mission, values, and strategic plans.
Answers questions that members or potential members have about PMI, the Portland Chapter, the field of project management, or their careers.
Assists with Board meetings and strategic planning.
Assumes other duties, including special projects, as needed by the President and the Board.
Chairs the nominating committee for the next board year election.
The secretary oversees and reviews the preparation and retention of all non-financial Chapter records.
Follows Chapter bylaws, policies and procedures; strive to fulfill the Chapter’s mission, values, and strategic plans.
Participates in Board meetings, including preparation and distribution of meeting agendas and pre-reading materials; recording minutes at Board meetings; and promptly distributing meeting minutes and other necessary documents.
Ensures that all chapter non-financial reports, records, and forms are maintained with the assistance of PMI headquarters. This includes:
Maintaining permanent files of all Chapter legal documents.
Maintaining files of all Board activities.
Ensuring all Chapter forms are current and up-to-date.
Ensuring that the Chapter governing guidelines are current, and each Board member has received a copy.
Ensuring that the Chapter bylaws are current and that any required changes are handled according to policy.
Maintaining an Asset Log of all physical assets belonging to the Chapter.
Managing the annual election process according to the Chapter bylaws.
Notifying Chapter members of special or business meetings that require attendance of the general membership.
This office is entrusted with managing funds for duly authorized purposes of the Chapter.
Follows Chapter bylaws, policies and procedures; support the Chapter’s mission, values, and strategic plans.
Manages Chapter finances through vendor payment, customer invoicing, deposits and monthly reconciliation. Create monthly financial reports for the board members for analysis.
Signatory on Chapter bank account(s) and any other financial instruments belonging to the Chapter.
Recommends policies and procedures for financial activities. Help educate the Board to understand the Chapter’s financial status and its financial reports.
Recruits volunteers to assist with tactical financial activities and audits.
Safeguards the Chapter financial assets by being cautious with passwords and escalate any non-member focused expenditures to the President and President Elect.
Files financial reports with PMI headquarters when required by President of the chapter.
Complies with IRS and other government requirements to maintain the Chapter’s 501c (3) tax exempt status.
Maintains a prudent reserve account, the amount to be directed by the Board.
Drives the effort to create the annual budget. Help develop preliminary budget for incoming Board.
