Executive Board Roles and Responsibilities

PRESIDENT

ROLE 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.

ROLES AND RESPONSIBILITIES:

  • Direct the chapter’s strategic goals
  • Responsible for achieving the chapter vision, mission and objectives as detailed by the chapter board, PMI and chapter strategic plans
  • Direct the activities of other officers toward chapter goals and objectives
  • Ensure that the chapter board works together as a team
  • Represent the chapter at public events
  • Ensure strategic alliance, planning and annual reporting
  • Be ultimately accountable for all board operations and chapter activities
  • Act as a liaison between the chapter and PMI
  • Ensure that the charter renewal is updated and that the chapter is in compliance as specified by PMI
  • Preside over the Board of Directors meetings and the Annual General Membership meeting
  • Ensure that all chapter business is being done legally and ethically
  • Assume responsibility for the overall functioning of the chapter
  • Legally represent the organization (this role can be co-dependent with the finance officer)
  • Ensure statutory and regulatory compliance in consultation with the vice president of finance
  • With the board, ensure prudent disbursement of chapter funds
  • Drive implementation of PMI policies and guidelines and ensure that they are reflected in chapter processes
  • Represent the Chapter at PMI Region II meetings or identify a delegate to attend, if appropriate
  • Promote leadership development opportunities for board development
  • Develop and implement a succession and transition plan
  • Management Skills
  • Organization Management
  • PMI Knowledge and Experience
  • Volunteer Recognition and Appreciation
  • Ability to Delegate Effectively
  • Coaching and Mentoring
  • Conflict Resolution Skills
  • Skilled in Strategic Planning and Process Execution
  • Team Building Skills

 

STRATEGIC AND BUSINESS MANAGEMENT SKILLS:

  • Management Skills
  • Organization Management
  • PMI Knowledge and Experience
  • Volunteer Recognition and Appreciation

 

LEADERSHIP SKILLS:

  • Coaching & Mentoring
  • Team Building Skills
  • Conflict Resolution Skills
  • Persuasion/Motivation Skills
  • Communication Skills

 

PAST PRESIDENT

ROLE DESCRIPTION:

Immediate former elected Chapter President supporting an advisory role to the current president and the Board, providing oversight of special projects and is a key chapter liaison with PMI Global. Specific responsibilities include chairing the Chapter's Nominating Committee and the Chapter's Long Range Planning Committee.

ROLES AND RESPONSIBILITIES:

  • Support and promote the work of the Board
  • Assume the role of mentor for the President
  • Provide guidance and support to Board members
  • Assist the president in liaison with PMI Global if and when required
  • Assist the Board with strategic policies
  • Provide oversight of special projects
  • Assume the position of chair for the Chapter’s Nominating Committee, which is responsible to preparing the slate of officers for the succeeding year
  • Assume the position of chair for the Chapter’s Long Range Planning Committee, which is responsible for an annual review of the chapter’s Strategic plan
  • Support chapter Board succession and transition
  • Participating in meetings and chapter events
  • Supporting chapter leaders, volunteers and members
  • Operate within accordance of the chapter polices and bylaws
  • The Past President will serves as the President in his/her absence and assumes the offices of the President if it becomes vacant

 

STRATEGIC AND BUSINESS MANAGEMENT SKILLS:

  • Chapter Knowledge and Experience
  • PMI Global Knowledge and Experience
  • Strategic Planning Skills
  • Management & Organizational Skills      
  • Board Operating Procedures
  • Coaching & Mentoring
  • Team Building Skills
  • Conflict Resolution Skills
  • Persuasion/Motivation Skills
  • Communication Skills

 

LEADERSHIP SKILLS:

  • Ability to Delegate Effectively
  • Coaching and Mentoring
  • Conflict Resolution Skills
  • Skilled in Strategic Planning and Process Execution
  • Team Building Skills

 

BUSINESS OUTREACH

ROLE DESCRIPTION:

The VP Business Outreach is responsible for developing strategies for the Chapter’s outreach initiatives in the areas of corporate and Executive outreach. In this role, the VP Business Outreach works closely with outreach program directors to set program goals and develop new initiatives. The mission of Business Outreach is to promote the value of project management and the profession within organizations as well as to offer career development opportunities to the project management community.

ROLES AND RESPONSIBILITIES:

  • Assures strategic alignment between PMI and the Chicagoland Chapter’s business and executive outreach initiatives
  • Assures program visibility to other PMI components and the PMI organization (through presentations and other activities)
  • Seeks ways to exploit business and executive outreach opportunities using resources provided by PMI
  • Liaison between PMI’s outreach resources and the Chicagoland Chapter
  • Assures synergy between all PMI Chicagoland outreach programs
  • Appointment of Outreach Directors and Committee members
  • Oversight and direction of all chapter business related to executive outreach programs
  • Budget control of executive outreach programs
  • Monitors various chapter outreach program progress and success
  • Report of monthly chapter business and executive outreach activity

               

STRATEGIC AND BUSINESS MANAGEMENT SKILLS:

  • Management Skills
  • Organization Management
  • PMI Knowledge and Experience
  • Volunteer Recognition and Appreciation

 

LEADERSHIP SKILLS:

  • Ability to Delegate Effectively
  • Coaching and Mentoring
  • Conflict Resolution Skills
  • Skilled in Strategic Planning and Process Execution
  • Team Building Skills        

 

COMMUNITY OUTREACH

ROLE DESCRIPTION:

The VP Community Outreach is responsible for developing strategies that support the concept of project management for social good. VP Community Outreach promotes project management, PMI and our chapter through successful outreach programs to academic institutions, other professional associations and social nonprofit communities in the Chicago area. Community outreach initiatives connect the chapter to external organizations and programs to help make a difference in our community. These initiatives enable our membership to participate in making a difference in their communities and in the lives of people by volunteering their project management skills and experience. In this role, the VP has oversight of community outreach directors.

ROLES AND RESPONSIBILITIES:

  • Assures strategic alignment between PMI and the Chicagoland Chapter’s Community outreach initiatives.
  • Provide visibility to the value of project management, PMI and the chapter through successful outreach programs
  • Works closely with outreach program directors to set program goals, continually improve the operating programs and develop new initiatives.
  • Seek ways to improve the value of community outreach program
  • Attract, strengthen and continue successful operations and partnerships in all the Chapter outreach areas through commitment, dedication, effective project management and strong relationship building efforts.
  • Support liaison efforts between PMIEF and the Chicagoland Chapter.
  • Assures synergy between all PMI Chicagoland outreach programs.
  • Appointment of outreach directors with approval of the Board
  • Oversight of all chapter Community Outreach programs.
  • Budget control of all chapter Community Outreach programs.
  • Status meetings with direct reports
  • Management Skills
  • Organization Management
  • PMI Knowledge and Experience
  • Volunteer Recognition and Appreciation
  • Ability to Delegate Effectively
  • Coaching and Mentoring
  • Conflict Resolution Skills
  • Skilled in Strategic Planning and Process Execution
  • Team Building Skills

 

STRATEGIC AND BUSINESS MANAGEMENT SKILLS:

  • Management Skills
  • Organization Management
  • PMI Knowledge and Experience
  • Volunteer Recognition and Appreciation

 

LEADERSHIP SKILLS:

  • Ability to Delegate Effectively
  • Coaching and Mentoring
  • Conflict Resolution Skills
  • Skilled in Strategic Planning and Process Execution
  • Team Building Skills

 

FINANCE   

ROLE DESCRIPTION:

The Vice President Finance is the Chief Financial Officer and Corporate Secretary of the chapter. In this role he/she is responsible for managing all chapter financial assets (e.g. bank deposits), paying all bills in accordance with the Financial Procedures Manual, maintaining financial records, and the timely filing of regulatory documentation. The VP Finance oversees the budgeting process and produces monthly budget status reports.          

ROLES AND RESPONSIBILITIES:

  • Record and track all revenue such as dues and other event related income in accordance with the Financial Procedures Manual.
  • Prepare all State and Federal forms as required by law.
  • Arrange for an annual independent compilation and review of financial records.
  • Prepare financial reports on the activities and financial status of the Chicagoland Chapter and forward monthly to the board.
  • Pay bills as necessary including reimbursing chapter officers for expenses incurred.
  • Balance chapter bank accounts.
  • Maintain and safeguard 7 years’ worth of financial records in an organized fashion.
  • Appoint Directors, committees, and committee chairs on a project or task basis, with the approval of the Board.

                             

STRATEGIC AND BUSINESS MANAGEMENT SKILLS:

  • Management Skills
  • Organization Management
  • PMI Knowledge and Experience
  • Volunteer Recognition and Appreciation
  • Have a fundamental understanding of finance and accounting
  • Experience in creating and managing a budget
  • Financial and Managerial Accounting experience preferred                         

 

LEADERSHIP SKILLS:

  • Adept in strategic management
  • Ability to multitask
  • Initiative, vision, and tenacity for funding initiatives
  • Strong interpersonal skills, organizational skills, and project management skills
  • Excellent communication skills

 

MEMBERSHIP

ROLE DESCRIPTION:

The VP Membership is responsible for providing the vision, strategy and leadership for chapter membership retention, growth and engagement. 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.

ROLES AND RESPONSIBILITIES:

  • 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.

                             

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

                             

LEADERSHIP SKILLS:

  • Emotional Intelligence
  • Coaching and Mentoring
  • Persuasion
  • Strategic Planning
  • Team Building

                            

OPERATIONS

ROLE DESCRIPTION:

The VP Operations is the primary operating and administrative officer for the chapter. The role includes the oversight for the Logistics and Registration functions along with Operations that do not fall under the purview of other officers.          

ROLES AND RESPONSIBILITIES:

  • Custodian of PMI Chicagoland Records in storage.
  • Maintain Chapter inventory and transportation of equipment (computers/laptops, projectors, etc.), historical archive of documentations, various PMI publications & literatures, chapter display, chapter plaques/awards, and supplies. (Note: does not include technology related software/subscriptions).
  • Track and maintain chapter leaders’ contact information and provide chapter branded business collaterals (badges, business cards, shirts, etc.) to Executive Board and Directors as needed for each term.
  • Maintain the calendar of events in chapter website (member facing) and Year at a Glance in SharePoint (Board & Directors and Executive Board sites)
  • Coordinate annual office activities such as Director Transition/Onboarding meetings, Leadership Training, Strategic Planning meeting, etc. working closely with the President
  • Collaborate with the respective VPs in the execution of chapter programs (logistics and registration)
  • Processes event insurance applications forms from both the insurance company and to the PMI for occasions reserved for the dinner meetings, breakfast meetings, professional development seminars, etc. as needed.
  • Supervise Contracted administrative support services
  • Prepare and file annual insurance renewal

 

STRATEGIC AND BUSINESS MANAGEMENT SKILLS:

  • Organization Management
  • Planning and execution skills
  • Volunteer Recognition and Appreciation
  • PMI Knowledge and Experience
  • Leading cross functional teams

 

LEADERSHIP SKILLS:

  • Training and Coaching skills
  • Teambuilding
  • Collaboration
  • Negotiation
  • Communication

 

PROFESSIONAL DEVELOPMENT

ROLE DESCRIPTION:

The VP Professional Development is responsible for promoting the Project Management Professionalism through Professional Development workshops, seminars, Symposiums and other chapter events designed to help Project Managers in their Professional Development; build and maintain relationships with vendors providing certification programs and professional development workshops.

ROLES AND RESPONSIBILITIES:

  • Define strategies for improvements in Professional Development/training programs
  • Develop plans and guide Directors for educational activities such as certification programs, workshops, seminars, volunteer development workshops, PM Symposium and other educational activities
  • Provide information on monthly Knowledge sharing meetings
  • Incorporate feedback, suggestions and recommendations as necessary to enhance effectiveness and value delivered to the audience and chapter regarding the contents of programs
  • Provide the information necessary to the VP Technology, VP Membership and other chapter officers as needed to market the education, PMI certification, as well as workshops/seminar opportunities offered by the chapter
  • Oversee events, presentations and training programs
  • Plan and coordinate special events, as identified by the chapter’s board, designed to enhance the project management professions and/or expand the skills and knowledge of project managers.
  • Develop and implement a succession and transition plan
  • Prepare department Annual Budget and submit to Board for review and approval
  • Appoint Directors and other volunteer positions as needed to fulfil the responsibilities to effectively function the Education/Professional Development area with consultation/approval from the Board
  • Prepare and submit reports specified by Chapter President
  • Collaborate with other VPs and Directors to support any Chapter event, as needed
  • Provide direction to Directors on document management and repositories on Share Point

                             

STRATEGIC AND BUSINESS MANAGEMENT SKILLS:

  • Good planning, Organization and management skills
  • Adept in PMI Knowledge and Experience
  • Team Building and motivational skills
  • Recognizing volunteers and appreciation
  • Ability to lead cross functional teams     
  • Communication skills
  • Creative thinking
  • Negotiation skills
  • Event planning
  • Dedication and commitment to PMI and the Chapter
  • Leading, mentoring and coaching

 

LEADERSHIP SKILLS:

  • Communication skills
  • Creative thinking
  • Negotiation skills
  • Event planning
  • Dedication and commitment to PMI and the Chapter
  • Leading, mentoring and coaching

 

TECHNOLOGY

ROLE DESCRIPTION:

The VP Technology is responsible for the technology strategy and direction for the Chapter.  This role has oversight of the directors of Technology and Infrastructure. In addition, this role has responsibility for Committee areas of the website used for collaboration and documentation for Chapter leadership and volunteers.         

ROLES AND RESPONSIBILITIES:

  • Evaluate new technologies as appropriate and set the strategic direction for technological tools for the Chapter
  • Direct and oversee the Chicagoland Chapter web-site technology through the oversight of the Technology Director and technology volunteers.
  • Direct and oversee the infrastructure hosting provider for any Chapter related technology initiatives.
  • Oversight for the CRM Vendor relationship 
  • Negotiate estimates with infrastructure hosting provider as well as other suppliers for technology initiatives of the Chapter
  • Appoint Directors, committees, and committee chairs on a project or task basis, with the approval of the Board.
  • Creates and oversees execution of long-term, strategic plans to manage technological infrastructure
  • Provides guidance on Chapter’s collaboration methodology
  • Review Chapter’s technological needs and assesses future impact to organization and volunteers
  • Passion

 

STRATEGIC AND BUSINESS MANAGEMENT SKILLS:

  • Creates and oversees execution of long-term, strategic plans to manage technological infrastructure
  • Provides guidance on Chapter’s collaboration methodology
  • Review Chapter’s technological needs and assesses future impact to organization and volunteers

 

LEADERSHIP SKILLS:

  • Passion
    • o  Seeking to provide the best customer experience
  • Business Intelligence
    • o  Provide technological advances that suffice Chapter’s and volunteers goals
  • Negotiation
    • o  Facilitating volunteer needs to acquire the best available technology
  • Collaboration
    • o  Providing guidance and training to instill networking and collaboration