• Description 
  • The Speaker Selection Committee (SSC) is a team of 4 to 6 volunteers – but split into 2 groups.  One group consists of two (2) volunteers that focus on selecting speakers for the monthly events.  The second group focuses on selecting speakers for the PDD. 
  • The reason we split the committee into 2 groups is because selecting speakers for PDD requires the committee members’ full attention from October thru January – and it was difficult for committee members to handle both monthly meetings and PDD.  However the 2 groups work together to ensure there are no repeat speakers among PDD and monthly meetings during a given year.  In addition, if it is determined that a speaker is better suited for PDD (or better suited for a monthly event), the committee can share information with the other group. 

• Commitment & Effort 
  • 1-year term
  • Expect to average 2-3 hours per month (depending on position)  

• Roles and Responsibilities  
  • Attend SSC meetings. 
  • Reference and follow the “Speaker Selection Process” document. 
  • Stay within budget. 
  • For a member of the monthly meeting group: 
    • In May/June, you will be assigned 3 to 4 monthly meeting for the next meeting cycle (September thru April) with a PDU area (such as technical, strategy, or leadership).   
    • Research and engage a speaker for each one of your assigned months at least 2 months before the event 
    • Consolidate the speaker’s information and forward to the Director of Speaker Selection and Programs so that the information can be uploaded to the Website  
  • For a member of the PDD group: 
    • In October/November, you will be assigned 3 to 4 sessions for the PDD with a PDU area (such as technical, strategy, or leadership).   
    • October thru January, research and engage a speaker for each one of your assigned sessions. 
      Consolidate the speaker’s information and forward to the Director of Speaker Selection and Programs so that the information can be uploaded to the Website   

• Backup or Emergency Plan: 
  In the event one of the SSC positions become vacant, another member of the SSC teak will take their place.  

• Reporting Relationships: 
  Director of Speaker Selection and Programs  

Role Description: 

The Director of Membership Growth is responsible for addressing the needs of chapter membership growth and membership value delivery in accordance with chapter policies and bylaws.  
 

Roles and Responsibilities: 

• Assist VP of Membership with developing and implementing a chapter membership plan that ensures member growth and member engagement, including the establishment of measurable goals and the monitoring of success metrics for appropriate action
• Answer general member/non-member information inquiries and other requests for assistance with membership and its benefits 
• Support and attend annual general meeting and all chapter meetings as appropriate 
• Report on membership data 
• Review and analyze member satisfaction survey data and enhance membership benefits 
• Administer the Chapter Guest Pass program 
• Analyze and integrate survey feedback for inclusion in the strategic/operational planning 
• 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 succession and transition plan 
• Annually – Review and update the Chapter Membership Plan
• Monthly – Perform the Chapter Guest Pass process 
• Monthly – Perform action items associated with membership growth 

Volunteer Requirements: 

Generally expected to attend the majority of local chapter events. 
Generally expect to average 5 - 10 hours per month during the board year. 

Backup or Emergency Plan: 

In the event that the Director of Membership Growth cannot fulfill their role for an interim or extended period of time the Director of Membership Renewal and/or the VP of Membership will take their place or delegate tasks as needed. 

Reports To: 

VP of Membership 

Description 

The primary responsibilities for the Audio and Visual (AV) Technician are set up, operate, and maintain audio and visual equipment for PMI-NEW events so that the events can be streamed (webcasted) to the Internet for our remote members (members unable to attend the event in person).   

Performs work as part of a team of 4 AV technicians; 2 technicians will be assigned for each event.  A schedule will be created, as needed, and coordination/engagement facilitated through the Programs team. 

The AV technician should have prior training and/or experience operating audio-visual technology, a certificate or degree in this or similar field of study is preferred.  Knowledge of camera and lighting techniques and webcast (streaming) software is essential, and interested candidates will be trained. 

Commitment & Effort 

• Yearly terms – January to December  
• Expected to attend all in-person events with webcast components; typically 1 evening per month from September to April (approximately 7-8 events per year)
• Generally expected to average 3 hours per month for planning, rehearsal and execution activities
• Supports technology aspects of all-virtual events, as needed 

Roles and Responsibilities 

• Pickups equipment from the storage location before each meeting.  Equipment incudes camera, microphone, cabling, tripod, and laptop computer. After pickup, AV Technician ensures all equipment is secure and stored at the venue or in another climate-controlled environment.
• Arrives at least 1.5 hours before the speaker’s presentation to setup/test equipment. Verifies that there is sufficient space, lighting, a reliable internet connection, etc.
• Performs all activities necessary to stream the live event to web-based viewing platform
• Troubleshoots technical issues and work with the venue’s staff to ensure a smooth webcast experience for our remote members, including completion of connectivity tests in advance of the event.
• Runs equipment during the speaker’s presentation.  Although the majority of the event will be the filming of the speaker, audience participation may also be filmed. Coordination with speaker and event team required to facilitate effective experience for web attendees is expected. 
• Takes down, secures and returns equipment to storage location 
• If any equipment is malfunctioning, arrange to have the equipment repaired or replaced. 

Backup or Emergency Plan: 

In the event the Audio and Visual Technician cannot fulfill their role for an interim or extended period the Director of Speaker Selection and Programs shall find a replacement. 

Reporting Relationships: 

This position reports to the Director of Speaker Selection and Programs, with a dotted line to VP Operations. 

• Description 
  • The Director(s) of Social Media are responsible for posting monthly events, announcements, PDD information, and other relevant events to LinkedIn, Instagram, and Facebook. Due to the volume of postings required, there will be two Directors to collaborate and share the responsibilities.  The Directors must be willing to learn the basic functions of posting to LinkedIn, Facebook, Instagram, and Canva Pro for Teams.  PMI-NEW uses Canva to create branded content for social media, as well as maintaining a scheduling calendar. The Directors of Social Media will be responsible for posting in accordance with the annual communication goals and objectives as set by the Board of Directors in their annual plan goals. 

• Commitment & Effort
  • This position requires a 12-month commitment, shared with the Co-Director.
  • Must be available to reasonably respond to ad hoc requests for posting.
  • Must be willing to learn Canva Pro for Teams for branded content creation and Canva Content Planner for scheduling.

• Roles and Responsibilities
  • Post Monthly events with speaker information as well as registration information in a branded format using Canva for Teams for content creation and Content Planner for scheduling.
  • Share biographies or videos of featured speakers 
  • Include links to registration for all events when applicable 
  • Share branded content for New PMI-NEW members, Volunteer Openings, Anniversaries, New Credentials monthly, and PMI-NEW branded Holiday wishes as appropriate.
  • Post any other miscellaneous information or requests from other areas, such as Outreach, Programs, Volunteering, or Membership, in a timely manner as requested.
  • Respond to requests from individuals that result from social media posts, including connecting them with the correct Chapter Director or VP. 

• Activities & Deliverables
  • Social media posting and engagement must be consistent for the algorithms to push content to user’s newsfeed.
    • Posting Requirements: A minimum of 2 posts per week on all social channels
    • Best results are during business hours and M-F – except for Holidays (post on the day.)
  • Posting For Monthly Events
    • 1 month before the event - Create events in LinkedIn and FB.  We are unable to create events on Instagram, so create a post with all relevant event information)
    • Skip a week 
    • 2 weeks before – Post an event post 
    • 1 week before – Post a last call for registration post 
  • Months without events:  
    • Due to the nature of social media, it’s important that postings are kept consistent. During the months when there are no monthly events, there may be articles from PM Influencers or items from PMI Global that can be shared for content. There will also continue to be monthly volunteer information, membership updates, and Outreach updates.
  • Professional Development Days has a schedule all its own to promote the event on a scheduled basis determined by the Director of PDD, Co-Directors of Social Media, and the VP of Communications.  In past years, we have posted save the dates early on and then shared more information as it becomes.  In the final 6-8 weeks prior to the event, we feature one PDD speaker each week leading up to the event.  You are expected to attend the PDD meetings as often as possible, keep up to date with meeting notes, and respond accordingly.  

• Backup or Emergency Plan:
  • If the Director of Social Media cannot fulfill their role for an interim or extended period, the Director should inform the VP of Communications ASAP and try to assist in finding a replacement volunteer.

• Reporting Relationships:
  • This role reports to the VP of Communication  

• Description 
  • The VP of Programs oversees all regularly scheduled programs (such as the Chapter’s Monthly Meetings and PDD) and all regularly scheduled classes (such as PMP and ACP Exam Prep Classes). 

• Commitment & Effort
  • Must serve the entire two-year board term
  • Expected to attend all board meetings   
  • Expect to average 14-20 hours per month during the year 

• Roles and Responsibilities 
  • General
    • Prepare budget for all programs 
    • Attend PDD
  • Classes 
    • Schedule Exam Prep Classes for PMP (for both Northeast/NE and North Central/NC) and ACP.  Normally, 3 classes are scheduled in the Spring and 3 classes are scheduled in the Fall.  The 3 classes are: NC PMP Class, NE PMP Class, and an ACP Class
    • Submit notification to Web Master to post classes on website 
    • Submit notification to VP of Communication to notify members of upcoming classes 
    • Add slides to monthly meeting slide deck (which is shown at all monthly Chapter meetings) promoting classes 
    • Monitor registrations leading up to the class to ensure there are enough students to hold each class (usually a minimum of 4 or 5 students are required to hold a class), that venues are secured, and that there are instructors for each session 
    • Order books, then distribute to students, instructors, and/or the directors of certification.     
    • Issue refunds to class assistant 
    • Issue refunds to students if necessary 
    • Monitor changes in the PMBOK which might require the purchase of new instructor books for upcoming classes.   
  • Monthly Chapter Meetings/Events
    • Work with Director of Speaker Selection and Programs to schedule meetings from September to April for all three regions (Northeast/NE, North Central/NC, and Lakeshore/LS).   
    • Enter the monthly Chapter meetings (for all three regions) into PMI’s “Education Provider Portal” so that PDU’s can be claimed after the event 
    • Review and update the slides in the slide deck for monthly meetings 
    • Review and update staffing document for monthly meetings 
    • Prepare “Business Meeting Minutes” document – which is used by the Master of Ceremonies at each monthly meeting.  Ensure upcoming programs (such as PDD) and classes (such as PMP and ACP prep classes) are included in “Business Meeting Minutes” document. 
    • After each monthly event, collect registration lists from each region and claim the PDU’s (in PMI’s “Education Provider Portal”) for the attendees 
    • After each monthly event, collect registration lists from each region and consolidate into 1 list to be used for surveys.
    • Send consolidated list to Director of Surveys 
    • Review and approve all invoices and expense reports (for speakers, venues, food, etc.) for all three regions.   
      Review and issue refunds if necessary
  • Professional Development Days
    • Work with Director of PDD and Director of Speaker Selection and Programs to ensure both directors have enough volunteers for their programs
    • Enter the PDD event (actually 2 events – 1 for each day of PDD) into PMI’s “Education Provider Portal” so that PDU’s can be claimed after the event
    • Volunteer at PDD 
    • After PDD, collect registration lists for both days and claim the PDU’s (in PMI’s “Education Provider Portal”) for the attendees 
    • After PDD, collect registration lists for both days and consolidate into 1 list to be used for surveys.  Send consolidated list to Director of Surveys 
    • Review and approve all invoices and expense reports (for speakers, venues, food, gifts, shirts, supplies etc.).   
    • Review and issue refunds if necessary

• Activities & Deliverables 

• Oct/Nov – prepare budget for next year.  Identify unusual expenses such as new instructor books for PMP classes if the PMBOK changes, or increase in expenses (such as the speaker budget for PDD or monthly meetings). 
• Dec/Jan – schedule PMP and ACP classes for Spring 
• May/June – ensure venue for next year’s PDD is secured 
• May/June – ensure there is a Director of PDD for next year’s PDD 
• May/June – ensure the Director of PDD has their team to next year’s PDD 
• June – ensure there is a schedule for the next 12 months for monthly Chapter meetings  
• June/July – schedule PMP and ACP classes for Fall 
• First weekend after each monthly Chapter meeting, claim PDU’s for attendees AND send registration list to Director of Surveys 
• First weekend after PDD, claim PDU’s for attendees AND send registration list to Director of Surveys

• Backup or Emergency Plan:
  • In the event that the VP of Program cannot fulfill their role for an interim or extended period of time the President will select another board member or a director to take their place.

• Budget Line-Item Responsibilities: 
  • Classes & Workshops /PMP and ACP classes 
  • Membership Meetings/Monthly Meetings 
  • Conference (PDD) Revenue 
  • Facility Rental 
  • Food & Beverage Costs 
  • Meeting / Conference Supplies 
  • Honoraria for Speakers 
  • Travel Expense Speakers

• Reporting Relationships:
  • The following director positions report to the VP of Programs: 
    • Director of PDD 
    • Director of Speaker Selection and Programs 
    • Director of NE PMP Certification  \
    • Director of NC PMP Certification 
    • Director of ACP Certification 
    • Director of Events - Northeast 
    • Director of Events – North Central 
    • Director of Events - Lakeshore 
    • Director of Surveys

• Description
  • The Director of Membership Retention is responsible for addressing the needs of retaining chapter membership and membership value delivery in accordance with chapter policies and bylaws. 

• Roles and Responsibilities
  • Assist VP of Membership with developing and implementing a chapter membership plan that ensures member retention and member engagement, including the establishment of measurable goals and the monitoring of success metrics for appropriate action 
  • Customer Service
    • Answer general member/non-member information inquiries and other requests for assistance with membership and its benefits 
    • Support and attend annual general meeting and all chapter meetings as appropriate 
  • Report on membership data
  • 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 succession and transition plan 

• Activities & Deliverables
  • Annually – Review and update the Chapter Membership Plan 
  • Monthly Events - Coordinate Chapter Orientation at each chapter event and online 
  • Monthly – Perform action items associated with membership retention 

• Backup or Emergency Plan:
  • In the event that the Director of Membership Retention cannot fulfill their role for an interim or extended period of time the Director of Membership Renewal and/or the VP of Membership will take their place or delegate tasks as needed.   

• Reporting Relationships:
  • This role reports to VP of Membership