Board of Directors Openings

PMI Milwaukee / Southeast WI Chapter currently has three open Board of Directors positions and we are looking for members who want to join the all volunteer organization!  If you are interested in any of the positions listed below we encourage you to fill out an application and submit it to This email address is being protected from spambots. You need JavaScript enabled to view it. for consideration.

VP OF FINANCE
ROLE DESCRIPTION: Elected volunteer responsible for finance. Responsible for maintaining and presenting all financial records required for chapter operations in accordance with chapter and bylaws.
ROLES AND RESPONSIBILITIES:

  • Maintain and manage accounts receivable and payable and all financial portfolios, including but not limited to the collection of chapter dues from PMI, guest payments for chapter meetings or special events and the payment of all chapter bills in accordance with chapter committee directives
  • Establish and maintain all required chapter bank accounts and/or similar financial transactions; arrange for officer signatures as required
  • Provide financial reporting regarding the state of finances and chapter activity to chapter membership, board and executive level
  • volunteer leaders on a monthly basis (board meeting)
  • Report on the state of finances at board meetings and chapter meetings
  • Develop an annual operating budget and financial statement to be included in the annual application for charter renewal
  • Ensure the chapter has reviewed and reported required tax filings
  • Recommend improvements in the financial processes to the board
  • Establish, maintain and ensure compliance with all financial operational processes to ensure continuity of chapter operations and define, document and maintain chapter policies including financial reserve policies, investment policies, and record retention and destruction policies established by the board of directors
  • Maintain the annual budget
  • Contribute to financial planning/goal setting, investing, forecasting and budgeting for the chapter
  • Distribute/communicate financial section of the annual report to chapter membership
  • Assist in the preparation of the annual financial statements and reports
  • Provide timely information to independent auditors as required
  • Keep an up to date inventory of all the goods of the chapter
  • Handle all PMI and government required payments
  • Ensure maintenance and storage of all historic financial documents in accordance with chapter board policies regarding Record Retention and Destruction policies
  • Establish financial metrics; ensure chapter is maintaining requirements
  • Serve as liaison with PMI Global on financial matters
  • Prepare financial guidelines and procedures for the chapter along with board
  • Analyze cost impact and income benefit of all activities proposed by the board of directors
  • Review any chapter contract, agreement and insurance
  • Distribute information, materials and/or fees received from the PMI Global to appropriate officers in a timely manner
  • Confirm and check bank accounts monthly
  • Develop and implement succession and transition plan

STRATEGIC AND BUSINESS MANAGEMENT SKILLS:

  • Accounting Software/Tools (e.g. Quick Books, Excel) Knowledge of Financial Planning
  • Analytical Thinking Knowledge of Generally Accepted Accounting Principles (GAAP)
  • Documentation Skills/Financial Record Keeping

LEADERSHIP SKILLS:

  • Decision Making
  • Technical Tools Skills
  • Time Management Skills
  • Skilled in Strategic Planning and Process Execution

Estimated Volunteer Hours per Month: 25–35

VP OF MEMBERSHIP
ROLE DESCRIPTION: Elected or appointed volunteer responsible for addressing the needs of chapter membership, including membership recruitment, retention, and associated value delivery in accordance with chapter policies and bylaws.

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 professionalassociations
  • 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
  • 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 succession and transition plan

STRATEGIC AND BUSINESS MANAGEMENT SKILLS:

  • Data Analysis & Reporting
  • Marketing Skills
  • Proficiency in using Survey Tools/Market Research/Demographic Research
  • Proficiency in using PMI Chapter Reporting System (CRS)

LEADERSHIP SKILLS:

  • Persuasion/Motivation Skills
  • Public Speaking/Presentation Skills
  • Skilled in Strategic Planning and Process Execution

Estimated Volunteer Hours per Month: 25–35

VP/DIRECTOR OF MARKETING

ROLE DESCRIPTION: Elected or appointed volunteer responsible for chapter-based marketing and public relations to increase awareness of both the chapter and the PMI brand within the territory. The VP of Marketing will develop and execute an integrated marketing and public relations program to support member acquisition, member retention, event promotion, outreach activities, sponsorships and other related activities in alignment with the chapter’s strategic objectives. These activities shall be performed in accordance with chapter bylaws and PMI policies, brand guidelines and global marketing strategy.

ROLES AND RESPONSIBILITIES:

  • Develop and implement an integrated marketing and public relations program aligned with the chapter’s strategic objectives
  • Create and execute annual marketing and public relations plan with detailed activity calendar including email, social media, advertising, events, press releases, web updates, etc.
  • Use best practices in marketing and public relations to promote the chapter and its activities to members and the community at large
  • Develop all communication vehicles including, but not limited to emails, web content, press releases, social media posts, promotional materials, advertising, etc.
  • Gain access to PMI’s Marketing Portal and use PMI-provided marketing/PR resources
  • Work with local vendors to develop marketing materials in accordance with PMI brand guidelines if suitable materials are not available in the Marketing Portal
  • Plan and purchase print and digital advertising
  • Monitor, optimize and analyze all marketing and public relations activities
  • Create and distribute public relations communications to local media outlets (e.g. local newspapers, radio stations and television) and manage local media inquiries
  • Collaborate with local businesses and academic institutions, where appropriate, to publicize the chapter and PMI
  • Monitor and coordinate branded presentations to external stakeholders and other organizations interested in the activities of PMI
  • Maintain relationships with existing sponsors for continued revenue generation to fund the chapter’s activities
  • Coordinate and organize presentations to potential chapter, event and other sponsors
  • Develop and implement succession and transition plan

STRATEGIC AND BUSINESS MANAGEMENT SKILLS:

  • Knowledge of Fundraising Techniques
  • Proficiency with, or Desire to Learn, Digital Marketing Tools, Including Email Marketing Platforms, Social Media Platforms, Web Content Management Systems, Research/Surveys
  • Understanding of Marketing Strategy, Tactics, Planning and Delivery
  • Working Knowledge of Best Practices in Marketing

LEADERSHIP SKILLS:

  • Public Speaking/Presentation Skills
  • Persuasion/Motivation Skills
  • Skilled in Strategic Planning & Process Execution

Estimated Volunteer Hours per Month: 25–35

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