Board Positions

Accountabilities from Bylaws:  

The President be the chief executive officer for PMI Tulsa and of the Board, and shall perform such duties as are customary for presiding officers, including making all required appointments with the approval of the Board. The President shall also serve as a member ex-officio with the right to participate and vote on all committees except the Nominating Committee.

Specific Accountabilities: 

• Chief Executive Director for the Chapter 
• Stewardship of the Chapter’s strategy, i.e., mission, vision and strategic objectives, including maintenance of the PMI-Tulsa Long-Term Strategy document; 
• Performance of the Board and its individual Directors; 
• Board member succession, including appointments of replacement Board members to vacant positions; 
• Appointments of committees, committee chairpersons and representatives to task teams with Board approval; 
• Development of Board meeting and General Meeting schedules and agendas and presiding over all Board meetings and General Meetings; 
• Monthly, periodic, and annual reporting to PMI Global Head Quarters, Liaison with PMI Global Head Quarters and other PMI components and organizations; 
• Pursuing and developing alliances with other organizations, agencies, businesses and individuals in order to further the Chapter’s purpose and strategic objectives; 
• Retention and archival of permanent records associated with the position; 
• Manage overall Component activities; 
• Assure quality performance of Component functions; 
• Counsel Component officers in the performance of their responsibilities; 
• Represent the Component at local and international Project Management Institute functions, as well as at local business, service organization, government, and university functions;  
• Preside over all business meetings; 
• Serve as a member ex-officio with the right to vote on all committees with the exception of the nominating committee; 
• Appoint Board members to vacant positions, subject to the Board’s approval; 
• Submit application for charter renewal and tax filing; 
• Spearhead component’s strategic planning event; 
• Spearhead the component’s annual tactical planning event; 
• Build consensus for reviewing and approving changes to all chapter polices and procedures; 
• Provide a tie-breaker vote in the event of even number quorum at board meetings; 
• Review updated position descriptions for area of responsibility as needed; 
• Communicate with PMI GHQ in response to issues, questions, and requests; 
• Communicate information of importance to PMI and the Chapter membership; 
• Review and approve all Chapter reports, forms, and documents submitted to PMI GHQ; 
• Provide an accurate and timely turnover of Chapter records to the position successor 
• Maintain PMI Charter Agreement per PMI procedures; 
• Ensure continued coverage under liability insurance policy provisioned by PMI; 
• Become familiar with Chapter Bylaws, Articles of Incorporation, and other governing documents; 
• Attend leadership conferences at least once per year and ensure representation at all conferences; 
• May submit articles for publication in the Chapter’s newsletter; 
• Conflict Management  

Job Description and Summary of Tasks:

The President shall be the chief executive officer for the PMI Tulsa Chapter – Project Management Institute and of the Board and shall perform such duties as are customary for presiding officers, including making all required appointments with the approval of the Board.  

Monthly: 

Development of Board meeting schedules and agendas and presiding over all Board meetings; 

Attend chapter dinner meeting  

Participate on Region Presidents call.  

Submitted written activities report to PMI Board of Directors  

Review budget performance 

 

Occasionally: 

One on one with board members 

Attend Chapter functions  

Meet with other organizations, agencies, businesses and individuals 

Preside over Annual General Membership meeting 

Spearhead component’s strategic planning event; 

Spearhead the component’s annual tactical planning event   

Interview perspective AVP’s  

Review drafts for bylaw, policy and procedure chances and/or additions 

Conflict mediation  

 

Important Qualifications or Skills:

Previous board experience  

Vision; a sense of purpose 

Enthusiasm 

Dedication to PMI and the Chapter 

All the usual soft skills required for a supervisory/management role such as leadership and people skills, good communication, and organized 

 

Time Commitment per month (estimated average):  

This is ongoing, year round role with a time commitment varying from 5-10 hours per month. 

Leadership Skills 

Public Speaking / Presentation Skills 

Excellent Writing Skills 

Ability to Delegate Effectively 

Negotiation Skills 

Conflict Management

  

BENEFITS:

Forge professional relationships with other passionate project managers 

Gain practical experience with building and maintaining effective teams 

Learn more about the project management community and culture within northeastern Oklahoma 

Have fun outside of your day job while developing your PM skill set J 

Grow your communication (written and oral) skill set 

Accountabilities from Bylaws:  

The President-Elect  shall oversee volunteers, financial committee, nomination committee, annual transition meeting, and other duties as assigned. If the President is unable to serve, the President-Elect or Past President will take over the remainder of the President’s term.

Specific Accountabilities: 

• Create, update, and implement the Chapter’s integrated annual Business Plan. 
• Support the Chapter’s annual Business Plan through overall stewardship of the Operations portfolio and its performance. 
• Create, implement and maintain integrated and effective processes for the Board and Chapter, including maintenance of the PMI Tulsa Policies and Procedures document. 
• Ensure roles for the Board and their reporting structure is effective. 
  
  Sponsor and/or provide resources for special projects identified in the annual Business Plan. 
• In the President’s absence, chair Board meetings and General meetings with authority commensurate with the President in his or her absence. 
• Provide monthly, periodic, and annual reporting on relevant topics including the Chapter’s annual report and the Chapter renewal application. 
• Retain and archive permanent records associated with this position. 
• Develop and implement succession and transition plan.

Job Description and Summary of Tasks: 

The President-Elect works with the President to ensure all the responsibilities of the PMI Tulsa Board are fulfilled. The focus is on the operating budget and functions of the Board and to assist with strategic planning. 

Monthly: 

• Oversee Board activities and respond to their information requests 
• Manage operating budget and report activity for Operations portfolio 
• Participate in all Board Meetings, providing portfolio update and communicating to/from the Associate Members on the Operations sub-committees and the Board Know the Board and Chapter Bylaws and operating policies intimately to ensure the Board adheres to all legal, financial and any other obligations and communicate these to the Board as required 
• Create and maintain Chapter bylaws, policies, or other documentation as required 
• Advise and assist other portfolios as required 
  
   

Occasionally: 

Ensure the operating and capital budgets are approved and fit with the Chapter’s strategic goals and vision 

Assist the President in filling vacant Board positions as necessary 

 

Important Qualifications or Skills: 

Vision; a sense of purpose 

Enthusiasm 

Dedication to PMI and the Chapter 

All the usual soft skills required for a supervisory/management role such as leadership and people skills, good communication, and organized 

 

Time Commitment per month (estimated average):  

This is ongoing, year round role with a time commitment varying from 3-5 hours per month. 

Leadership Skills  

Public Speaking / Presentation Skills 

Excellent Writing Skills 

Ability to Delegate Effectively 

Negotiation Skills 

 

BENEFITS: 

Forge professional relationships with other passionate project managers 

Gain practical experience with building and maintaining effective teams 

Learn more about the project management community and culture within northeast Oklahoma 

Have fun outside of your day job while developing your PM skill set 

Grow your communication (written and oral) skill set 

Accountabilities from Bylaws:  

The VP Finance shall oversee the management of funds for duly authorized purposes of PMI Tulsa. This position is also responsible for the timely and accurate reporting of the chapter’s financial state to include but not be limited to: monthly reports, yearend financial summary, baseline and revised budgets.

Specific Accountabilities: 

• Support the Chapter’s annual Business Plan through overall stewardship of the Finance portfolio and its performance. 
• Prepare annual operating and capital budgets. 
• Oversee management of funds for duly authorized purposes of the Chapter, including accounts receivable, accounts payable, and managing the Chapter’s bank accounts and required Officer Signatures. 
• Support the annual Charter renewal application through monthly, periodic, and annual reporting including financial statements and other information as required. 
• Manage annual financial audit. 
• Retain and archive permanent records associated with this position. 

Job Description and Summary of Tasks: 

The VP Finance is responsible for a significant set of accounts that must be kept up to date with all of the transactions, notes, and payments required to operate a Chapter according to the laws of the country, province, and city. 

Monthly: 

Keep a record and act on transactions from the chapter website. 

Pay required bills. 

Deposit funding received from sponsors. 

Create deposit cheque for Board activities and accept expense submissions and record transactions to the budgeted accounts. 

Provide an income statement and balance sheet summary report to the Board each month at the Board meetings. 

Attend the Chapter dinner meetings to ensure the reception desk has the tools on hand to provide a transaction service to members. 

 

Annually: 

Create a starting point for the budgeting process and guide the board with financial advice to get a final operational and capital budget approved. 

Initiate and complete an audit of the Board’s yearly transaction activities (submit to VP Operations for Chapter business registration and PMI Global Operations for Chapter renewal). 

 

Time Commitment per Month (estimated average):

This role is ongoing with daily or weekly reporting or action frequency of 3-5 hours per month. 

Important Qualifications or Skills: 

Knowledge of GAAP and legal requirements for financial records, methods, and practices 

Accounting Designation is preferred 

Familiarity with accounting software 

Experience with creating and reporting financial record 

Available to the Board members for transactions 

Accountabilities from Bylaws: 

VP of Outreach shall be responsible for promoting the PMI Tulsa chapter to outside organizations, for promoting the project management profession, to engage companies and academic institutions with the chapter, and to attract and engage future and current project managers.

Specific Accountabilities: 

• Market and publicize the chapter within the community 
• Setting objectives, strategies, and specific implementation steps  
• Develop an awareness of PMI’s marketing tools and resources 
• Develop and implement marketing campaigns to promote the chapter and its activities to members and the community at large 
• Maintain relationships with sponsors for receiving their ROI 
• Keep the coherence between the marketing plan and the chapter strategic objectives 
• Drive the chapter’s advertisement process and ensure results and ROI 
• Collaborate with local business and educational institutions to publicize the chapter and PMI 
• Publicize the chapter and PMI through internal and external publications 
• Increase awareness of PMI and the chapter 
• Maintain relationships with sponsors for revenue generation to fund the chapters activities for our membership 
• Develop and implement succession and transition plan         
  
   

Job Description and Summary of Tasks:  

Elected volunteer responsible for public relations and sponsorship. The VP Outreach shall be responsible for developing corporate relations in the Tulsa community in accordance with chapter bylaws and policies.

Important Qualifications or Skills: 

Knowledge of PMI’s Brand Strategy (Marketing Portal) 

Market Research Skills/Proficient use of Survey Tools 

Proficient Usage of Online Collaboration/Tools (e.g., Facebook, LinkedIn) 

Knowledge of Fundraising Techniques 

Time Commitment per month (estimated average):  

This role is ongoing with a frequency of approximately 3-5 hours per month. 

Leadership Skills  

Public Speaking / Presentation Skills 

Excellent Writing Skills 

Ability to Delegate Effectively 

Negotiation Skills 

All the usual soft skills required for a supervisory/management role such as leadership and people skills, good communication, and organized 

 

BENEFITS: 

Forge professional relationships with other passionate project managers 

Learn more about the project management community and culture within Tulsa 

Have fun outside of your day job while developing your PM skill set  

Accountabilities from Bylaws:

VP of Membership shall maintain the records of PMI Tulsa membership and prospective members, following up with members who either have not paid their dues, are set to expire or to find out why members have left PMI Tulsa. This position will also coordinate meeting check-in and gather attendance records for any PMI Tulsa meetings/events.

Specific Accountabilities:  

• Manage the accuracy and completeness of the membership database and provide input to PMI in this regard; 
• Direct the communication with current, past, and potential members; 
• Mailing member Welcoming Packages for all new PMI-Tulsa members monthly; 
• Maintain and monitor membership retention program; 
• Creates membership surveys as needed; 
• Liaison with PMI on membership issues; 
• Coordinate all membership tracking; 
• Create new member communications; 
• Create non-member and potential member communications; 
• Maintain a membership drive, including providing application forms and PMI information to potential members; 
• Promote PMI-Tulsa membership to individuals in the Chapter’s geographic area and recruit for their affiliation with chapter; 
• Obtain the current membership list from PMI Region six from the CRS database; 
• Maintain the Component database of members, potential members, and supporting resources; 
• Advise all Board members of all new members and work with the Marketing officer/team announce new members in the chapter communications (i.e. newsletter, website, during events, etc.); 
• Ensure that Chapter membership records are up to date for all databases the chapter uses (i.e. Newsletters, etc); 
• Obtain names and addresses of first-time guests at Chapter meetings. Issue membership packet and welcome to all first-time guests; 
• Upon receipt of the updated membership directory, follow-up with those members who have not renewed; 
• Develops and implements a Member Recruiting and Retention Plan; 
• Develops and implements a Member Needs Assessment Survey; 
• Perform other duties as requested by the Board and the President. Support the Chapter’s annual Business Plan through overall stewardship of the Administration portfolio and its performance. 
  
   

Job Description and Summary of Tasks: 

The VP of Membership provides guidance to the Board of Directors on matters relating to membership and acts as inwards communication hub between the membership and the board. 

Monthly: 

Attend and take minutes for all Board meetings 

Ensure minutes are approved by Board and post on PMI-Tulsa Board Business web space within 10 days of the Board meeting 

Ensure recurring Chapter lunch and dinner meetings are available on PMI International website for PDU claiming 

 

Occasionally: 

Review and shepherd the chapter record retention policy 

Maintain electronic and physical inventory of chapter business 

 

Important Qualifications or Skills: 

Computer competency 

Writing and recording skills 

 

Time Commitment per Month (estimated average): 

This role is ongoing with a frequency of 3-5 hours per month. 

Leadership Skills: 

All the usual soft skills required for a supervisory/management role such as leadership and people skills, good communication, and organized 

Ability to Delegate 

Effectively Coaching and Mentoring 

Persuasion/Motivation Skills Team Building Skills 

 

BENEFITS: 

Overarching benefit of this role is being the part of the volunteer journeys of several people and being able to enhance their volunteer experience within the chapter 

Forge professional relationships with other passionate project managers 

Gain practical experience with building and maintaining effective teams 

Learn more about the project management community and culture within northeastern Oklahoma 

Have fun outside of your day job while developing your PM skill set

Grow your communication (written and oral) skill set

 

Accountabilities from Bylaws: 

The VP Professional Development shall oversee professional development opportunities for achieving and/or maintaining PMI certifications, including the selection of training providers and speakers for PMI Tulsa events.  This position is responsible for maintaining a speaker and training provider database.

Specific Accountabilities: 

• Support the Chapter’s annual Business Plan through overall stewardship of the Programs portfolio and its performance.
• Develop an annual Professional Development Plan. 
• Facilitate professional workshops and seminars that develop members’ credentials. 
• Facilitate certification examination preparation workshops that reflect PMI certification testing. 
• Publish educational program schedules, resources, and logistical arrangements in collaboration with the VP of Marketing-Communications. 
• Provide monthly, periodic, and annual reporting on topics relevant to this portfolio. 
• Retain and archive permanent records associated with this position. 
• Support Non-Profits organizations through outreach program for their project management needs and developments 
  
   

Job Description and Summary of Tasks: 

The VP Professional Development and Outreach is responsible for the following major activities: 

• Support, promote, and enhance 3 levels of training in Project Management including: 
  • Introduction and basic concepts of Project Management 
    
    Certifications  
  • Advanced and professional development
• Responding to membership questions related to PMI credentials, qualifications, resources, content, and PDU tracking and reporting
• Ensuring any recent developments or changes to the PMBOK are reflected in facilitation content and the Chapter website 
• Ensure invoicing to institutions and payments to facilitators are done correctly and in a timely manner 
• Confirm the readiness of course instructors/facilitators, materials, content, etc. 
• Meet with education coordinators (institution or industry) to plan programs, schedules and content delivery and to resolve any issues and concerns 
• Work with VP Marketing-Communications to issue e-mail notifications and describe registration details 
• Liaise with PMI International in education and professional development programs and activities 
• Meet with various educational institutions (e.g., University of Tulsa, OSU Tulsa, OU Tulsa, Northeastern State University, Tulsa Technology Center) to discuss existing and future programs related to project management and their strategic alignment to the PMBOK 
• Assess Non-Profit organizations needs and project management requirements 
• Maintain relationships with various educational institutions through ongoing Awards as prescribed in the Professional Development budget
• Communicate relevant PMI national or international programs to the PMI-Tulsa membership 
• Liaise with PMI Education Foundation (PMIEF) for education and professional development programs and activities in support local agencies.  
  
   

Time Commitment per Month (estimated average): 

This role is ongoing with a frequency varying from 3-5 hours per month. 

Important Qualifications or Skills: 

PMP Certification 

Project Management experience (>10 years) 

Familiarization with educational and professional programs or topics 

University Degree recommended 

Teaching experience (1-2 years) preferred 

Accountabilities from Bylaws:

The VP Programs shall direct the preparation and presentation of programs related to project management for events, such as monthly chapter meetings, Professional Development Conference, the Annual PMI Tulsa Golf Tournament, the Annual Christmas Party, and networking opportunities.  This position may appoint committees and chairpersons for the various events—these chairpersons will be non-voting members. This position will manage the physical and financial arrangements for these events. This position is also responsible for the solicitation of regular feedback from members on satisfaction with chapter programs.

Specific Accountabilities: 

• Support the Chapter’s annual Business Plan through overall stewardship of the Programs portfolio and its performance. 
• Point of contact with PMI for programs. 
• Develop an annual Program Plan. 
• Develop program schedule and make logistical arrangements. 
• Coordinate registration activities and maintain associated records. 
• Liaise with professional associations and program guest speakers. 
• Working closely with PD Portfolio to provide monthly, periodic, and annual reporting on Events speakers and topics. 
• Retain and archive permanent records associated with this position. 
  
   

Job Description and Summary of Tasks: 

• Manage overall Portfolio Events (i.e. dinner meetings, breakfast/luncheon programs, EPC Roundtable,…etc). 
• Introduce speakers and presenters. 
• Communicate with other VPs to develop the presentation slides for the Events. 
• Coordinate arrangements for event venues, catering, audio visual needs, etc. 
• Communicate with speakers prior to events to collaborate on presentation content, event logistics and any other needs. 
• Ensure invoicing to venues and payments to contractors are done correctly and in a timely manner. 
• Work closely with VP PD and VP Communications to issue e-mail notifications and describe registration details. 
• Provide the board heads up, insight and solution(s) about any issues that may face. 

Important Qualifications or Skills: 

PMP Certification 

University Degree recommended 

Project Management skills 

Good people skills 

Comfortable leading and facilitating events and speaking publicly 

Good organizational abilities 

Familiarization with educational and professional programs or topics

 

Time Commitment per Month (estimated average):   

This role is ongoing and averages 3-5 hours per month. 

Leadership Skills 

Public Speaking / Presentation Skills 

Ability to Delegate Effectively 

Negotiation Skills 

General soft skills 

BENEFITS: 

Sharpen your management and people skills 

Sharpen your presentation skills 

Develop your communication skills 

Networking with chapter members 

Accountabilities from Bylaws:

VP of Marketing-Communications is accountable to the Board of Directors on matters relating to design and delivery of PMI Tulsa communications services and publications. The VP of Marketing-Communication serves as a communications hub between Members and the Board.  

Specific Accountabilities:

• Disseminate information both to and from the chapter (events included) in a timely manner.
• Create, define and maintain all chapter communication strategy, policies, goals, objectives and tools (including social media).
• Form and maintain a Communications Subcommittee that works in unison and carries out communications tasks.
• Maintain a regular communications schedule that translates all chapter communications across all channels.
• Lead the development, production and release of all chapter newsletters and communications.
• Coordinate volunteers (and third party vendors if applicable) to maintain and oversee website design and content.
• Create rapport with all Board members to work as a team to achieve Chapter and Communications strategy goals.
• Balance the need for timely communication while keeping the communication concise and appropriate.
• Perform and uphold duties, as specified by the chapter bylaws, board policies and procedures. This includes attending as many chapter events as possible.
• Work with PR/Marketing to ensure that chapters’ brand is understood and leveraged in communication plans
• Work with PR/Marketing to ensure a consistent chapter voice and tone across all communications channels
• Submit and manage the chapter’s approved communications budget, in cooperation with finance officer
• Develop and implement succession and transition plan
• Submit information to PMI’s communications department regarding chapter activities for possible publication in PMI Today (PMI’s monthly membership newsletter) when deemed appropriate
  
   

Job Description and Summary of Tasks:

Elected or appointed volunteer responsible for managing and coordinating communication channels in accordance with chapter policies and bylaws

Important Qualifications or Skills:

Experience in Developing Communications Strategy and Supporting Communication Plans

Knowledge of PMI Global and Chapter Brand Guidelines

Strong Written Communication Skills

Strong Knowledge of Common Communication Vehicles (i.e. Newsletters, Annual Plans, Email Communications, etc.)

 

Time Commitment per month (estimated average):

Estimated volunteer hours vary from 3-5 hours per month.

Leadership Skills:

Effective Delegation and Writing Skills

Public Speaking/Presentation Skills

Skilled in Strategic Planning and Process Execution

Technical Tools and Team Building Skills

 

BENEFITS:

Forge professional relationships with other passionate project managers

Gain practical experience with building and maintaining effective teams

Learn more about the project management community and culture within northeast Oklahoma

Have fun outside of your day job while developing your PM skill set

Grow your communication (written and oral) skill set