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PROGRAMS PORTFOLIO

 

Services Provided

Processes Managed

The Programs portfolio organizes and supports events for the PMI Portland chapter such as the monthly dinner meetings and roundtables.

Key areas of focus include:

Processes identified for documenting and formalization include:

Dinner Program

  • Increase quality and value to attendees
  • Maintain diversity (multiple industries/solutions)

Roundtables

  • Increase number of roundtables (includes current, SIG, Industry, etc.)
  • Increase opportunities for roundtable attendees to network and grow professionally

 

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 For current office holders, see the Leadership page.

Portfolio Members

VP Programs

vp_programs@pmi-portland.org

The Vice President of Programs is responsible for the development and delivery of monthly chapter meetings and is also responsible for the entire “monthly meeting experience.”

  • Follows Chapter bylaws, policies and procedures; strive to fulfill the Chapter’s mission, values, and strategic plans.
  • Facilitates all aspects of the monthly chapter meetings. This includes pre-dinner education, dinner presentation, sponsors, logistics, catering, etc. (i.e. being in charge of the entire evening event).
  • Provides leadership and guidance for chapter meetings. Meet financial goals for chapter meetings by making good business decisions.
  • Oversees and supports Breakfast Roundtables.
  • Sets overall direction, assess and evaluate chapter meetings are addressing membership needs.
  • Establishes a Volunteer Committee to support and orchestrate chapter meetings.
  • Creates and documents processes and procedures for chapter meetings that are repeatable and sustainable by volunteers.
  • Designs chapter meetings to provide network opportunities and learning experiences from subject-matter experts as well as professional peers. 
  • Prepares the annual Programs budget and submits to VP Finance.

Director of Programs Support

program_support@pmi-portland.org

  • Support Programs VP with chapter meeting activities.

  • Fill in for other program directors as needed.
  • Work with Director of Speaker Bureau to coordinate speakers for monthly meetings.
  • Coordinates all necessary speaker enrollments for presentation, gathers speaker presentation in electronic format for posting, and coordinates equipment needs.
  • Create slideshow presentation for monthly meetings.
  • Work with Director of Events and Director of Marketing for monthly meetings.

Director of Events

events@pmi-portland.org

  • Secure technologies prior to meetings
  • Setup and monitor technologies (audio/computer/projector) during dinners
  • Liaison to Doubletree staff and vendors regarding communication and/or escalation
  • Acquaint speakers with microphone and laptop setup (assist them with all meeting preparations)
  • Coordinate meeting facilities and dinner set up
  • Assist VP of Programs where needed (filling in if necessary)
  • Interface with meeting participants by assisting with questions and/or request

Director of Roundtables

roundtable@pmi-portland.org

  • Promote an informal gathering of 10 to 20 project oriented persons (typically from diverse disciplines & companies) to discuss current topics in our profession, receive suggestions from other attendees on your current project challenges and to receive information on items of interest.
  • Increase opportunities for roundtable attendees to network and grow professionally.
  • Update Webmaster and Newsletter Editor on changes to roundtables times and location.
  • Support each roundtable leader.
  • Maintain the Roundtable email correspondence.
  • Interact with the hosts to make sure there are adequate facilitators and backup staff to provide facilities, meals, security, and consistency among the venues.
  • Share best practices for facilitation, networking, job hunting, continuing education, and trends in the PM field.
  • Escalate concerns from the hosts as they arise.
  • Encourage new venues for the Roundtable Model within local companies by providing Ground Rules and Agendas to all inquiries.
  • Introduce Project Management to professionals in other fields, and provide an open entry to the practice.
  • Promote the Professionalism and Business Value of the PM discipline.
  • Continually validate with peers that each Roundtable event is recognized as an asset to the Chapter/Component. 

Director of Speaker bureau

speaker@pmi-portland.org

  • Responsible for identifying, interviewing and securing both the Pre-Dinner and Dinner Speakers.
  • Gathers speaker bio and abstract on presentation for forwarding to webmaster for distribution at close of meeting.
  • Ensures presentation content is in alignment with PMI guidelines and Speakers are qualified to present topic.
  • Reviews contract stipulations with speakers to ensure understanding and obtain speaker commitment for engagement.
  • Receives and reviews all speaker evaluations for feedback and distribution to designated speaker.
  • Tracks speakers, topics of discussion, contact information and evaluation rating in excel spreadsheet for year-end distribution.
  • Works closely with the VP of Programs and Logistics Coordinator.

Director of Registration

registration@pmi-portland.org

  • Create nametags.
  • Work with Director of Volunteers to get the number of volunteers needed to help with registration.
  • Create sign-in sheet and walk-in form.
  • Work with volunteers on checking registered people in the night of the event.
  • Register walk-ins.
  • Maintain a spreadsheet for each meeting on the number of registered people.
  • Collect money and checks after dinner has started and submit to Finance.

 

 

Documentation:  

   
   

 

 

Status Reports:

   
   

 

 

Initiative Information:

   
   



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