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Officer Role Descriptions

 

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President 

Opportunity Description

President shall provide leadership and guidance to the Chapter Board of Directors to fulfill the chapter's mission and vision through the implementation of strategies, goals and objectives defined in the Chapter’s Strategic Plan. Act as liaison between the Chapter and PMI Global to ensure that chapter initiatives and activities are aligned with PMI Global mission and vision and are providing most value to its membership. As Chair of the Board of Directors, the president shall direct the activities of the other board members in accordance with the chapter bylaws.

Responsibilities

  • Fiduciary responsibility to the board and all members of the chapter.
    • A fiduciary must act with the utmost good faith and with scrupulous honesty toward the organization’s members
    • A fiduciary must place the member’s interests above any other interests.
    • A fiduciary’s actions must be fair and equitable to the membership.
  • Prepare agendas for and preside over chapter board of directors’ meetings
  • Set an example for, and promote sound leadership and management of the Chapter
  • Support Board members and their respective departments to ensure delivery of member services and efficient operation of chapter functions
  • Communicate, and align the chapter leadership team with the Vision, Mission, and Goals of PMI NYC Chapter
  • Provide direction regarding the chapter’s strategic goals
  • Guide the activities of other officers toward chapter goals and objectives
  • Ensure teamwork within the board
  • Communicate regularly with Board members and provide mentoring as needed
  • Attend chapter meetings and represent the chapter at external events and outreach activities
  • Focus on achievement of the chapter vision, mission and objectives as detailed in the strategic plan
  • Align chapter activities with the PMI GHQ Strategic Plan
  • Prepare and submit the chapter annual renewal document and business plan
  • Act as a liaison between the chapter and PMI GHQ
  • Preside over the annual general membership meeting
  • Ensure that all chapter business complies with PMI GHQ directives and all business is conducted legally and ethically
  • Act as the Legal representative for the organization with support from the board of directors
  • Ensure regulatory compliance regarding chapter finances
  • Ensure the development of a chapter annual budget and prudent disbursement of chapter funds with support from the board of directors.
  • Communicate PMI GHQ policies and guidelines to the board and ensure that they are reflected in chapter processes
  • Manage periodic bylaws updates, policy audits, and financial audits
  • Promote leadership development opportunities for board members and the chapter leadership team
  • Plan for officer succession and develop a transition plan for the next chapter president.
  • Appoint Board members when required, based on the procedures described in the chapter bylaws.
  • Designate a representative to act on behalf of the president when the president is absent
  • Ensure Board members understand and abide by provisions of Chapter policies and PMI GHQ policies and guidelines

Promote PMI NYC and develop relationships with other professional organizations that will assist in fulfilling member expectations

Strategic and Business Management Skills:

  • Strategic Planning
  • Management Skills
  • Organization Management
  • PMI Knowledge and Experience
  • Business Acumen
  • Project and Program Management
  • Financial Management
  • Process Management

Leadership Skills

  • Delegation
  • Coaching and mentoring
  • Conflict resolution
  • Communications – Written, Verbal, Presentation
  • Team building Skills
  • Meeting Management

Commitment Required

  • Estimated 30/50 hours per month
    • Attend Chapter meetings
    • Plan and facilitate board meetings
    • Ad hoc meetings
    • Outreach activities
    • Email communication

Required Credentials

  • PMP certification required
  • VP Roles for 2 years in PMI NYC or another Chapter

PDUs to be Awarded

  • 1 PDU per hour volunteered. Includes all meetings and time spent in communications, planning, and working directly with the teams and working at events/services; Maximum 25 PDUs awarded under Category “Giving Back” per CCRS Handbook

Anticipated Benefits to Volunteer

  • Develop Leadership skills
  • Earn PDUs
  • Build strong networking relationships
  • Career-enhancing experience
  • Opportunity to attend PMI GHQ Leadership Meetings
  • Networking with other Chapter presidents
  • Give back to the community and the profession

 

 

 

VP Chapter Administration and Operations Support

Opportunity Description

The VP of Administration and Operations reports to the Chapter President and is described in the PMINYC bylaws as “Vice President Administration and Operations.”

This elected or appointed volunteer is responsible for establishing the strategy for, setting the direction of, and managing Chapter Operations, including:

Supporting Chapter Programs and Events through venue & vendor management, event production, registration and PDU submissions

Overseeing the preparation of recordings and minutes of the Board and Leadership Team meetings in coordination with the Corporate Secretary volunteer

Reviewing vendor contracts.

The VP of Administration and Operations shall be responsible for developing Chapter Operational Plan annually for the Administration and Operations department and perform other functions as specified by the Board.

Program Goals

  • Promote goals and objectives of the Chapter
  • Provide quality services to the Board and Members
  • Support the programs and mission of PMI NYC
  • Provide leadership and support to volunteers working in Operations

Roles And Responsibilities

  • Assure the safekeeping of all governing documents (approved bylaws, articles of incorporation, charter agreement, core services document, Board policies, committee charters, and all other non-financial records for the chapter).
  • Serve as Corporate Secretary or name an approved alternate and maintain all chapter documentation in electronic form, including at least two saved copies in different libraries/drives to minimize risk of loss. (This list of documents can be adjusted as required by the VP Administration and one set of all critical documents will be retained for an indefinite period of time).
  • Provide the maintained documentation to the general membership upon written request and with the approval of the President and/or Director of Governance.
  • Maintain all meeting minutes, documented in accordance with parliamentary procedures as determined by the Board.
  • Provide notice of all annual meetings to all members at least 30-45 days in advance of the meeting. Action at such meetings shall be limited to those agenda items contained in the notice of the meeting.
  • Report status of Chapter operations and support activities to the Chapter President and Board of Directors on a regular basis.
  • Develop and implement a succession and transition plan in which all records are transferred to a successor in a timely manner.
  • Support yearly transition of Board of Director members with offboarding for members rolling off and onboarding for incoming members.
  • Support the planning and registration process for Chapter meetings and events.
  • Report PDUs for chapter members attending the non-self-reporting Chapter meetings and events.

Strategic And Business Management Skills:

  • Working knowledge of best practices in chapter administration
  • Understanding of operational strategy, tactics, planning and delivery
  • Technologically adept with knowledge of presentation techniques

Leadership Skills

  • Strategic planning and process execution
  • Team building
  • Demonstrated leadership and management skills
  • Excellent verbal and written communication skills
  • Strong communications and organizational skills
  • Effective negotiation and conflict management skills
  • Contract and vendor management skills
  • Basic budget management skills

Commitment Required

  • Average of 200 volunteer hours per calendar year (which include monthly Board meetings, organizational planning meetings, and Annual Chapter meeting)
  • Average Years of PMI Volunteer Experience: 2

Required Credentials

  • Desired average years of project management Experience: 10
  • Leadership experience in within the PMI organization desired
  • Working knowledge of project management methodology

PDUs to be Awarded

  • 1 PDU per hour volunteered. Includes all meetings and time spent in communications, planning, and working directly with the teams and working at events/services. Maximum 25 PDUs awarded under Category “Giving Back” per CCRS Handbook.

Anticipated Benefits to Volunteer

  • Earn PDUs
  • Build strong networking relationships
  • Produce documentable career-enhancing achievements
  • Opportunity to participate in PMI leadership conferences

 

 

 

VP Professional Development

Opportunity Description

The VP of Professional Development reports to the PMINYC President and is described in the PMINYC bylaws as follows: “The Vice President of Professional Development shall serve to oversee the promotion and management of education, training, and professional development for PMINYC.”

The aim of the Education program is to provide guidance and classes for PMINYC members who are looking to further their Project Management knowledge and skills, and / or to obtain or maintain professional certifications in Project Management and Agile. The program also includes an Agile Program, Study Group Program, and responsibility for the Symposium/Professional Development Day.

Program Goals

  • Provide classes created and / or coordinated by the Education Team, sponsors or PMINYC business partners
  • Drive members to obtain and / or maintain Project Management certifications (from PMI and others)
  • Provide quality classes to PMINYC members and other project management professionals at discounted rates, where their costs cover expenses and provide some revenue for the Chapter.
  • Provide classes in various formats including in-person, virtual and self-study.
  • Provide guidance to both inexperienced and seasoned project managers on the Education paths available to them.

Responsibilities

  • Define strategies for creating educational programs and a process for continuous improvements.
  • Develop and implement a chapter education plan, including a program roadmap for educational program content
  • Oversee soft skills development and training programs and lead teams to execute.
  • Provide information and guidance to members and nonmembers on certification / re-certification in the context of PMI
  • Incorporate feedback, suggestions, and recommendations as necessary to enhance effectiveness and value delivered to the audience and chapter regarding the contents of educational programs.
  • Promote the Education Program offerings by establishing and enhancing a website presence.
  • Work with other chapters and partner organizations to promote the education offerings.
  • Expand the educational offerings to include more Agile offerings.
  • Work with other Event planning teams to avoid conflicts and to leverage speakers and topics where applicable.
  • Coordinate with Communications and Marketing to publicize chapter educational offerings on social networks.
  • Incorporate feedback, suggestions, and recommendations as appropriate to enhance the effectiveness and the value delivered to the audience.
  • Oversee classes, seminars, and workshops to ensure that they deliver value.
  • Develop and implement a succession and transition plan.

Deliverables

  • Provide regular updates to the Board on registrants, attendance, and budget alignment.
  • Prepare Plans and Budgets for all Professional Development events.
  • Attend and participate in PMINYC Board Meetings.
  • Attend chapter meetings and other chapter functions to meet with chapter members.

Skills Required

  • Executive-level leadership and management skills.
  • Excellent communication skills (verbal and written) and organizational skills.
  • Effective negotiation and conflict management skills
  • Seminar and Event Planning Skills
  • Knowledge of PMI credentials and Agile certifications
  • Content and curriculum development
  • Contract and vendor management
  • Ability to create and analyze surveys and evaluations

Leadership Skills

  • Ability to delegate effectively
  • Public speaking and presentation skills
  • Team building and mentoring skills
  • Facilitation skills
  • Time management skills
  • Adaptability and flexibility

Estimated Time Commitment

  • 40- 50 hours per month

PDUs to be Awarded

VP, Directors, and other Education Team volunteers may claim PDU’s as follows:

  • 1 PDU per unpaid volunteer hour
  • Must be in the volunteer position a minimum of three months
  • Maximum “giving back” PDU’s in a 3-year cycle for PMP is 25.

 

Anticipated Benefits to Volunteer

  • Earn PDU
  • Build strong networking relationships.
  • Produce documentable career-enhancing achievements.
  • Possibility of attending leadership conferences (Region 4, PMI NA Leadership Institute meeting)

 

VP Strategic Planning  

Opportunity Description

The VP of Strategic Planning reports to the PMINYC President and shall be responsible for developing, documenting, and overseeing the management of long-term strategic objectives, including the annual planning of PMINYC. In showing the role, the VP will define the mission, vision, and values of PMINYC which will serve as the foundation for the Chapter’s strategic plan. With the President and Leadership of PMINYC, the VP of Strategic Planning will write the strategic plan for the organization with a focus on delivering value for all stakeholders and ensuring the long-term sustainability of the Chapter, while also ensuring strategic alignment with PMI’s vision. The strategic plan will be supported by a Chapter roadmap, expected to span three to five years. The VP will collaborate with the governance body to ensure that the goals set forth in the approved strategic plan are implemented and followed as intended.

Program Goals

  • Provide a strategic plan and supporting roadmap for the PMINYC Chapter
  • Provide value to the Board and Members
  • Support all departments to deliver commitments aligned to the vision, mission, values, and goals of PMINYC Chapter

Responsibilities

  • Formulate chapter’s strategic goals
  • Lead the development, implementation, tracking, and analysis of how PMINYC measures and reports on our strategic progress
  • Provide a template for monthly meetings to review objectives and goals of the Strategic Plan.
  • Facilitate periodic strategic assessments to review weaknesses and challenges to be rectified and to use identified strengths and opportunities (SWOCs)
  • Oversee and manage the organization’s strategic initiatives
  • Support the Board of Directors, in any way required, to drive more value delivery to our members and to the profession

Roles And Responsibilities

  • Work with VPs across departments to ensure collaboration on the development of shared goals to support the strategic plan
  • Evaluate any activities that arise outside the approved strategic plan to determine alignment with overall long-term goals
  • Review all Chapter appointments such as replacement of Board members, the Nominating Committee, and any other special committees per Chapter bylaws and the long-term strategic plan
  • Develop and implement a succession and transition plan
  • Provide guidance and counsel to the Board as needed
  • Oversee the newly formed Executive Advisory Board and related events as needed by the President
  • Create fruitful partnerships to fulfill members support and needs thru the Project Economy
  • Promote leadership development opportunities for board development
  • Perform any duties assigned by the President

Strategic And Business Management Skills:

  • Big picture thinking
  • Superior influencing skills and ability to collaborate successfully with peers, a true team player
  • Strong strategic thinking/planning and in managing, leading, and influencing diverse groups of people
  • Skilled in effectively engaging others both internally and externally to build partnerships, achieve strategic initiatives, and reach organizational goals
  • Exceptional problem solving and analytical skills
  • Ability to simplify complex problems, work succinctly with others and be able to navigate political landscapes
  • Ability to construct new and innovative solutions for complex and varying problems and situations while approaching issues/problems by considering the larger perspective or context
  • Ability to lead while being part of an integrated team, including the ability to develop talent and build a high performing team
  • Commercial acumen
  • PMI knowledge and experience
  • Volunteer recognition and appreciation

Leadership Skills

  • Project, Program and People Management Skills
  • Able to delegate effectively
  • Coaching and Mentoring
  • Conflict Resolution skills
  • Skilled in Strategic Planning and Process Execution
  • Team building Skills
  • Excellent Communication Skills
  • Effective Listening Skills

Commitment Required

  • Minimum 30/50 hours per month
  • Average years of project management experience: 18
  • Average years of PMI volunteer experience: 7.5

Required Credentials

  • PMP certification required
  • VP Roles for 2 years in PMINYC or another PMI chapter/other organizations

PDUs to be Awarded

  • 1 PDU per hour volunteered. Includes all meetings and time spent in communications, planning, and working directly with the teams and working at events/services. Maximum 25 PDUs awarded under Category “Giving Back” per CCRS Handbook

Anticipated Benefits to Volunteer

  • Earn PDUs
  • Build strong networking relationships
  • Produce documentable career-enhancing achievements
  • Opportunity to participate in PMI leadership conferences

 

VP Membership

Opportunity Description

The VP Membership is a member of the PMINYC Board of Directors and reports to the Chapter President. This VP leads several program teams who focus on:

  • Understanding who our members are and what they expect and value
  • Understanding how members perceive and value the programs and services that pminyc offers (e.g., Satisfaction, retention)
  • Enhancing member “engagement” by making it easy for members, individually and within a segment, to take advantage of programs and services they value
  • Enable “members helping members” through mentoring, study groups, and toastmasters
  • Support the volunteer relations role (analogous to human resources) which falls under the membership team. This mission encompasses programs to support the identification of opportunities, fulfillment of volunteer roles, volunteer productivity, volunteer satisfaction, and volunteer leadership development.

The VP Membership provides oversight and coordination of the various programs that fall within Membership, including

  • Member Advocates
  • Member Experience and Engagement
  • Mentoring
  • Volunteer Resources

Program Goals

  • Member Advocates – ensure that new members are welcomed to the chapter and know how to go about getting member benefits. Also, provide a direct line of information about member wants and needs to shape chapter programs and services. While this is focused on new members, it also supports continuing members.
  • Member Experience and Engagement – take a broad view of “member experience” and work to optimize that. Focus specifically on “member engagement” in terms of how individual members take advantage of the programs and services we offer. Much of this is centered around the Member Calendar. Maintain membership reports, and provide analysis including segment-specific views.

Opportunity Description

The VP Membership is responsible for providing the vision, strategy, and leadership for chapter membership retention, recruitment, growth, engagement, and associated value delivery. In this role, the VP Membership develops collaborative relationships, both, inside and outside of the chapter, so membership campaign strategies and support systems are integrated into program development to respond to existing and anticipated needs of members and volunteers. Areas of concentration for this role include:

  • Mentoring – this program aims to help members by connecting them with other more experienced members, using a Mentoring engagement process. Mentors help Mentees develop and achieve professional goals.
  • Volunteer Resources – coordinate the onboarding of volunteers as well as the ongoing volunteer experience so that there are volunteers who sustain all of the chapter’s functions. Help shape the volunteer experience so that volunteers are retained – and that some volunteers develop into future chapter leaders.

Responsibilities

  • Work with the board to develop strategy and annual goals including Core Services.
  • Organize and lead Program Teams around critical processes and deliverables. Set measurements and processes
  • Work closely with the various team leaders to maintain energy and focus, assess status, eliminate blockers, achieve goals, and develop volunteers.
  • Remain personally engaged with members and volunteers
  • Attend chapter meetings and other chapter functions to meet with chapter members as often as possible
  • Work with the board to ensure proper focus on Member value. Support other board members so their efforts address member needs. Attend and participate in PMINYC Board of Director meetings
  • Develop a succession plan and ensure that each PM does so for their program.
  • Participate in all executive board meetings and planning sessions.
  • Design and lead membership retention, growth, and engagement initiatives.
  • Design volunteer recruitment, management, and recognition strategy.
  • Appoint and mentor Directors and build the team to manage the membership portfolio of programs and initiatives. • Leverage insights from membership data to help improve chapter programming.
  • Build relationships with other associations to bring best practices and reciprocal benefits to our membership. • Collaborate with the Executive Board and Directors as needed to provide support in the execution of other programs.

Roles and Responsibilities

Develop and implement a Chapter Membership Plan

  • Ensure continued growth through proactive recruiting, retention, and member engagement, including the establishment of measurable goals and the monitoring of success metrics for appropriate action
  • Develop and implement a Community Outreach Plan including commercial, not-for-profit, and other professional associations

Customer Service

  • Answer general member/non-member information inquiries and other requests for assistance with membership and its benefits
  • Support and attend the annual general meeting and all chapter meetings as appropriate
  • Primary user of the Chapter Reporting System (CRS) for analysis and reporting of membership data Maintain the membership records of the chapter
  • Provide communication list/member updates to officers as requested
  • Coordinate the production and distribution of timely membership reports, such as monthly membership reports by demographics (city, state, age, industry, etc.)

Market Research

  • Review and analyze member satisfaction survey data and enhance membership benefits
  • Develop and administer lapsed (non-renewal) member survey
  • Analyze and integrate survey feedback for inclusion in the strategic/operational planning

Marketing and Member Engagement

  • Develop and implement membership welcome and support plan including the promotion of PMI and chapter membership value
  • Communicate member value through various delivery methods in alignment with the Membership Benefits Package
  • Utilize membership marketing materials available through the PMI Marketing Portal
  • Develop and implement a rewards and recognition program plan to recognize member milestones (such as anniversaries or awards)
  • Develop and implement a succession and transition plan

Strategic and Business Management Skills:

  • Strategy management and implementation
  • Internal and external analysis
  • Program and Portfolio Management
  • Data Insights
  • Marketing and Communication
  • Relationship building
  • Customer Service
  • Strong verbal communication skills (and willingness to address small or large groups of members).
  • Leadership experience
  • Persistence and follow through to ensure that each of the programs within Membership is functioning per their charters
  • Data Analysis & Reporting Marketing Skills
  • Proficiency in using Survey Tools/Market Research/Demographic Research
  • Proficiency in using PMI Chapter Reporting System (CRS)

Leadership Skills

  • Emotional Intelligence
  • Coaching and Mentoring
  • Strategic Planning
  • Team Building
  • Communication Skills
  • Relationship Building/Networking Skills
  • Organizational Skills
  • Persuasion/Motivation Skills
  • Public Speaking/Presentation Skills
  • Skilled in Strategic Planning and Process Execution

Commitment Required

  • 25–35 hours per month
  • Average Years of Project Management Experience: 15
  • Average Years of PMI Volunteer Experience: 6

Required Credentials

  • PMP is preferred

PDUs to be Awarded

  • 1 PDU per hour volunteered up to a maximum, as explained in the Continuing Certification Requirements Handbook. Includes all meetings and time spent in communications, planning, and working directly with the teams and at events/services.
  • Refer to per CCRS Handbook for details

Anticipated Benefits to Volunteer

  • Give back to the chapter and profession; earn PDUs; network with board members, volunteers, and chapter members, and develop leadership skills.
  • As a member of the Board of Directors, the VP Membership performs a fiduciary role and could prominently feature that in connection with various professional and volunteer roles.