Click a link below to see a video!
For times when people forget to login and get there members discount.
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.
Need help or have a questions? Click Here
PDD Director: Callie Graves
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.
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.
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.
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.
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
Login URL: https://www.freeconferencecall.com/
Dial-in number : (515) 739-1285
Access Code : 689756
PIN : 6269
This video will show you how to add and edit content under the Board Service Catalog
Responsible Team: President/President Elect
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.
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.
What can Ken do for you? Ken can provide guidance or suggestions for any chapter related business.
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
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.
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.
Google Documents: https://drive.google.com
To get help, use support links within the google link application you are working with, or open a Chapter Support ticket
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.
Log into the chapter web site, then click the chapter info menu, then Board Member Tools
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.
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
Proteon is the company which currently is hosting the Madison Chapter's web server. The email server runs the Google email server software.
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.
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.
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.
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.
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
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.
Click on the Chapter Info menu bar link, then click Board Policy Manual
To get help, contact our Governance Team by clicking this link