To verify a members Expiration Date

https://www.youtube.com/edit?o=U&video_id=ksD2ywgkdYo

 

Event Booking - Change Amount Charged

For times when people forget to login and get there members discount.

https://www.youtube.com/edit?o=U&video_id=11_kUR4fREw

 

Event Booking Change Registrant

Shows how to open an event, find a participant, and change the registered participant to another person without having to refund and re register.Shows how to open an event, find a participant, and change the registered participant to another person without having to refund and re register.

https://www.youtube.com/edit?o=U&video_id=m285rzq4r_E

 

Event Booking - Add a Walk in

 

Create QR Code Name Tag

https://www.youtube.com/edit?o=U&video_id=-FPhDG6yikg

 

 

Need help or have a questions? Click Here

PDD 2018 Team Leads

Click Here

PDD Director: Callie Graves

PDD Management Design

PDD is managed using email, Microsoft Project, and Google drive documentation. The director leads a a weekly dial-in meeting with the team leads to discuss the past week's events, next week's tasks, address any issues or concerns, and confirm that we are on track for the project as a whole.

 

Teams

Vendor/Sponsor Team Lead - Responsible for obtaining event sponsors then negotiating, closing and assuring contracts between the vendor and PMI Madison Chapter meet the expectations of all stakeholders.

Marketing/Registration Team Lead - Responsible for event registration and check in as well as promotions leading up to the event. Coordinate and execute attendee gift bags, prize give aways, and day of event marketing.

Speaker Team Lead - Responsible for proposing keynote and track speakers then negotiating, closing and assuring contracts between PMI Madison Chapter and the speakers meet expectations of all stakeholders. Coordinates speaker schedule and responsible for speaker hosting during the event.

Facilities Team Lead - Responsible for designing, negotiating, closing and assuring contracts between PMI Madison Chapter and the the event facility meet expectations of all stakeholders. This includes catering, location access for setup, tear down, and arrangements for technical equipment and booths for executing the event. 

 

Quality Assurance

To assure the event is quality, attendees are asked to fill out a post event survey and are welcome to submit soft feedback. The soft feedback falls outside of the survey and is reaction based. It can be submitted through a personal contact via phone, email, or in person; soft feedback can also be submitted via the PDD Help online form. The director and team leads assess the previous year's feedback and utilize it to improve PDD for the current year. 

Incident Management

Assistance with any aspect of PDD (attendees, general questions, facility, speakers, sponsors, food, etc.) can be requested by the filling out the PDD help online form or using the email address below. Both options create a record of the request and allow questions to be easily tracked and routed to the appropriate party. 

 Marketing Schedule

https://docs.google.com/spreadsheets/d/13uBpjHaa2KhR_aDCrIbOGyWgFpoIqsrw94X7UoxA0l8/edit#gid=0

Marketing Guide https://docs.google.com/document/d/1MvCLW_EzASHAYU_FfXqAn-lKxGnghFEh9lx5umGvghs/edit#

Event Management Tips https://pmi-madison.org/index.php/about-us/board-member-tools/board-service-catalog/299-event-management-tools-and-tips

 

 

 

 

FreeconferenceCall.com a free service which you can augment the free service with paid services. The free services you get free conference calling, video conferencing, screen sharing with ability to change presenters. As a bonus, it is very easy to record a presentation, and share that presentation on the chapter website

Account Information

Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

Login URL: https://www.freeconferencecall.com/

Password: One23456!1

Conference Credentials

Dial-in number :   (515) 739-1285

Access Code : 689756

PIN : 6269

Responsible Team: President/President Elect

Description

The Region 2 (R2) Website, or Community Leadership Site, is a sharing and collaboration portal provided by PMI for R2 leaders. • The R2 Website is the primary source for: • Information about R2 events • Documents about R2 projects • Best practice documents and examples for managing your chapters • The R2 Website is available to any R2 chapter leaders who are setup in their chapter’s Component Information System.

How to use it

Log into the Link, then navigate to explore Key content like: • A calendar of Region 2 events - Calendar • Events can be opened and saved to your own personal calendar. • Photos from Region 2 events - Share/Photos • Documents for and about Region 2 -  Share/Documents • Most of the content available on the R2 Website will be found in Documents.

Links

http://region2.vc.pmi.org/

Support Help 

Web Administrator • Chris Hanks • This email address is being protected from spambots. You need JavaScript enabled to view it. • Regional Mentor • Nathan Price • This email address is being protected from spambots. You need JavaScript enabled to view it.

Global Contacts

Region 2 Mentor, 2016-2018

Ken Riches  This email address is being protected from spambots. You need JavaScript enabled to view it.

What can Ken do for you? Ken can provide guidance or suggestions for any chapter related business.

Madison Chapter Region 2 Administrator

Larissa Moran This email address is being protected from spambots. You need JavaScript enabled to view it.

What can Larissa do for you? You can contact Larissa for anything related to any Global web site, or global policies, and procedures. 

Responsible Team: Technology Team

* The technology team is responsible or training of usage of the document repository. Document structure and ceation is the responsibility of the teams

Description

The Chapter users Google Apps for work or G Suite for a document repository.  A Paid account is required for each user. All chapter documents should reside on the Official Google Drive and NOT personal or work computers.

How to use

Google Documents: this is the document repository which is on the Chapter website, but extended to a PC or MAC via google drive allowing for easy access to view and edit the documents which appear on the the chapter website.

Link

Google Documentshttps://drive.google.com 

https://drive.google.com/drive/folders/0B6hHFdKxaRxPaXVmSjQwSkx2X0E?usp=sharing

Support Help

To get help, use support links within the google link application you are working with, or open a Chapter Support ticket

Description

The Madison chapter has a support arm which has a sole purpose to help any board member or chapter member with technology and information related to the chapter business. The Chapter support arm can be contacted by creating a request using the link below. The support art has also started some custom request forms for specific tasks like requesting a PDU bulk upload.

How to use it

Log into the chapter web site, then click the chapter info menu, then Board Member Tools

Links

https://pmimadison.on.spiceworks.com/portal

How to Articles - Various Google Docs on how to do many tasks using the Joomla Website, or Name Tag scanners and many other tasks. you MUST be logged in to google using your PMI Chapter Google account. A Personal account will have a permissions error rightfully so.

Support Info

If you do not receive a response, call (608) 305-4811, let them know who you are and why you are calling.

Responsible Team: Technology Team

Description

Proteon is the company which currently is hosting the Madison Chapter's web server. The email server runs the Google email server software.

How to use

There are many ways to send and review your chapter email but you should NEVER forward your messages to a personal email account for legal reasons. The technology team will support you setting up and learning all the ways you can access your email. Place a help desk request with them.

Email Distribution Groups

Operational Board

Group Email Address This email address is being protected from spambots. You need JavaScript enabled to view it.  -This group emails everyone on the Operational board members. To see who is in this group view the org charg

Strategic Board

Group Email Address This email address is being protected from spambots. You need JavaScript enabled to view it. This group emails everyone on the exec board. To see who is in this group view the org chart.

Finance Group

This email address is being protected from spambots. You need JavaScript enabled to view it. -Used to send anything finance related like questions about expense checks, PayPal questions about charges, requesting financial reports about the chapter.

Tech Team

This email address is being protected from spambots. You need JavaScript enabled to view it. - Used to ask general questions about technology related to the chapter management and member tools

Links

Google Email https://inbox.google.com 

Configure on Android and iPhone

https://www.digitaltrends.com/mobile/how-to-set-up-gmail-on-your-iphone-or-android-device/

Support/Help

Contact the chapter support team for assistance. https://pmimadison.on.spiceworks.com/portal

Responsible Team: Technology Team *

* The Technology Team is responsible for providing support and assisting each team in training on content management. But is not responsible for creating the content.

Description

The chapter website is hosted by a company called Proteon, and runs on a web platform called Joomla. Don't worry if you do not know what Joomla is, just remember that there is two views of the web site. 1) a view members see when the type in www.pmi-madison.org  2) a view that you as a board member may see www.pmi-madison.org/administrator which allows you to modify the actual content of the web site. 

How to use

Within the web site, there are many tools. Amoung them are event management, member management, email marketing, a forum we call Ask the Experts, and of course web site articles. Based on your role and responsibilities, you may or may not work with the Joomla web site back in. But it is important that you know the terms to be integrated and return value as a baord member. Your VP should guide you through how to use each tool as necessary.

Links

Member Web Site: http://www.pmi-madison.org/ 
Administrative Web Site: http://www.pmi-madison.org/administrator 

Support/Help

Proteon Training Videos - https://vimeo.com/proteon 
Proteon Joomla Chapter Website Admin:  - http://pmi-madison.org/administrator 
Proteon CRM AcyMailing Traiing Videos: acymailing 
How to Post an Article: - see link

Responsible Team: Governance

Description

The policy board manual is a index web page of links for all our chapter policies layed out in a fashion which is logical and easy to use. Much like a index page of a manual of something you purchase like  a car or refrigerator. Hopes are you will be able to find rules and guidance on how to operation on the board or as a member without a lot of effort. Make sure to use the Search in the top right if you still have a hard time finding things.

How to use

Click on the Chapter Info menu bar link, then click Board Policy Manual

Support Help

To get help, contact our Governance Team by clicking this link

Links

http://pmi-madison.org/index.php/about-us/board-policy-manual

Responsible Team: Membership

Description

PDUs or Professional Development Units are the measure of credit to maintain a PMI certification. You can earn these PDUs in many ways. The chapter has a goal of making earning and maintaining these PDUs easy and an enriching experience to and for our members. Board and non board members can find information about their PDUs and events through a global PMI website.

How to use

To manage PDUs on our members' behalf, a board member must have provider portal Admin rights. The chapter president and membership team members will know who has this authority.  PDUs can be reported in two ways.

  1. Someone with CCRS access creates a pre made event and end user members go to ccrs, find the event and submit a PDU claim
  2. A chapter CCRS admin performs a spreadsheet bulk update, this is done through the Provider Portal

General Members Self Report

1. A general member may self report PDUs using the CCRS web site

Support Help

To get help, contact someone in either the membership team or our PMI Global representative

Links

PMI Member PDU CCRS self reporting tool https://ccrs.pmi.org
PMI Board Member Provider Reporting Tool https://provider.pmi.org/EducationProviders/Default.aspx
Create QR Code Event Name Tags https://pmi-madison.org/index.php/2930-technical-service-catalog/288-event-name-tag-creation-with-qr-codes

 

 

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