PMI-MN will be recognized globally as a premier, best-in-class, innovative community of project managers who embrace world class practices.

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Mildred Hensley
5 years ago
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1 PMI-MN Mission VISION PMI-MN will be recognized globally as a premier, best-in-class, innovative community of project managers who embrace world class practices. MISSION PMI-MN s mission is to provide value to members and the community through opportunities for career development and to advocate the advancement of the project management profession and its disciplines. PMI Minnesota Three-Year Strategy & 2018 Business Plan 1

2 Core Strategic Focus for Mission Achievement Most PMI-MN stakeholders and customers interact with the Chapter through online channels. PMI-MN will invest in resources to build the digital capabilities needed to acquire, serve, and retain customers. This also requires significant investments in data and IT infrastructure in order to accommodate the increasingly rich two-way conversations with customers and harvest insights into their wants and needs. 2

3 Digital Transformation Strategic Goals and IT Alignment Deliverables PMI-MN Strategic Goals 1. To increase and maintain our strategic focus on the improvements that matter. 2. To develop and deepen our member centricity in knowing and meeting their needs. 3. To strengthen and stabilize our organizational agility to continuously improve and adjust. Information Technology Strategic Goal Alignment Deliverables 1. Digital capability improvements for speaker events throughout the Minnesota chapter and 22 Region 2 chapters 2. Increase response speed and effectiveness in meeting support, inquiry, and resource needs of members, volunteers and constituents. 3. Volunteer training resources for onboarding and role development 4. Member FAQs accessible online and communicated upon request 5. Communicate operational processes 6. Streamline operational effectiveness 7. Streamline digital platform integrations for efficient, cost effective and optimization of operational processes. 8. Increase digital educational and networking opportunities 9. Increase effectiveness of meaningful communication to volunteers, members, and other constituents to drive engagement in Minnesota Chapter activities 3

4 Information Technology Process Management Realms D365 Information Management System Administration Management of database for Members, Speakers, and Volunteers Office 365 and SharePoint Administration CRM Administration, Management and Support Speaker Event Campaigns, RFPs, Reports CRM Optimization Design, develop, coordinate, and deploy, and rollout additional CRM capabilities to increase professionalism and streamline PMI- MN operational efficiencies. Website Design, Management, Updates and Support Timely relevant content updates and design optimization to Webstreaming Event Admin and Support 4

5 2016 Information Technology 5

6 2017 Information Technology 6

7 2018 Information Technlology Contracted Services IT Software License Provision Professional Services: Website D365 CRM Campaigns Adv Dev Projects Chair ( ) Co-Chairs ( ) IT Support Knowledge Base IT Team CRM Projects R2 Speakers Ticketing System 7

8 We contribute to chapter and volunteer growth by providing these services: 2018 IT Team Priority Commitments: IT Administration and IT Support O365, SP, CRM, Website, Webstreaming Speaker Database PMI-MN Region 2 (total of 22 PMI State chapters located in central US and Canada) Request for Proposals for Speakers Marketing Communications for Events Event Management Portal Training O-365, SharePoint, CRM Website and general navigation Orientation and role based training support Website Management and Design Content Updates, Design, Data Mgmt, Reports, Support

9 We provide those services by using these core processes: Core Technology Platforms SharePoint and Office 365 Document Repository, Dynamics 365 CRM Membership, Volunteer and Speaker Database RFP for Speakers, Sponsors and Partners Marketing campaigns for Events Dynamics 365 Customer Service Portal Knowledge Base Volunteer Management Speaker Lists Tickets Web site (Drupal) Content Updates Online Speaker Application Events Management (free and paid events) Redesign for more intuitive access to revenue based events Integration CRM power apps Iorad Tutorial Builder Import of Speaker Applications to CRM Speaker Database Azure SSO: O365, SharePoint, CRM and Customer Service Portal

10 The key challenges we face in helping the chapter grow are: IT Committee Key Challenges 1. CRM architecture (advanced IT) Customer portal CSS code 2. Technology changes and deployments 3. Documentation of Admin processes 4. Training Resources Creation and updating of resources On demand self-learning resources 5. Volunteer Recruitment 6. Volunteer Resourcing / Training 7. Volunteer Retention 8. Available Volunteer hours

Information Technology Structure IT Chair IT

Infrastructure IT Admin IT Support Training

11 Information Technology Structure IT Chair IT Chair ( ) Add 2 IT Co-Chairs ( ) Information Technology Contracted IT Services IT Team Team and Infrastructure IT Admin IT Support Training Specialists, CRM Admin, CRM Project Managers and Team Members 11

12 IT Core Projects for CRM Customer Portal: Knowledge Base, Volunteer Management, Event Management, and Support Tickets 2. Knowledge Base article content creation (iorad.com) Member FAQ support questions Volunteer training: Committee and General 3. Shared Speaker Database Project: PMI-MN link to Speaker Landing page on Customer Portal: Single Speaker-Event online entry form View Only access to Shared Speaker Database list (CRM Power App) Bulk import template with instructions (KB article) 4. New Speaker Application online form via CRM Power app 5. Guidebook App PMI-MN Chapter book Chapter Events and other high value Member professional development opportunities 6. CRM Ticketing System Automated ticket deflection for instant FAQ response and support auto assignment 12