Chapter Documents

Board members and Directors may access our important Chapter documents by going to the following Google Drive Folders.  You must be logged in to your Chapter Google account in order to access these folders.  Please see NOTES at the bottom of the page for important information.  

00_BOARD_Chapter Governance

Link to Drive Folder

Permissions: Administrator (Secretary, Assistant Secretary), View access (Directors and above)

  • Annual Business Review Presentations
  • Bylaws
  • Board Job Descriptions
  • Meeting Minutes  
  • PolicIes 
  • Election Process
  • Governing Guidelines for Board Members

00_BOARD_Chapter Documents

Link to Drive Folder

Permissions: Administrator (Secretary, Assistant Secretary), View access (Directors and above)

  • Business License Registration
  • Charter Renewals
  • Tax Returns
  • W9

00_BOARD_Budget (Board Members only)

Link to Drive Folder

Permissions: Administrator (Secretary, Assistant Secretary, VP of Finance, Assistant VP of Finance), View access (Board Members)

  • Budget Portfolio files

00_BOARD_Marketing Materials

Link to Drive Folder

Permissions: Administrator (Secretary, Assistant Secretary, VP of Marketing), View access (Directors and above)

  • Chapter Brand Resource Center
  • Chapter Partnering Opportunities
  • Chapter Sponsorship Info
  • Current Chapter Brochure
  • PMI Graphics Standards and Materials
  • Stationary and Business Card Procurement Process

00_BOARD_Surveys

Link to Drive Folder

Permissions: Administrator (Secretary, Assistant Secretary, VP of Membership, Director of Quality), View access (Directors and above)

  • Annual Survey Results
  • Chapter Meeting Results

00_BOARD_Procedures and Forms

Link to Drive Folder

Permissions: Administrator (Secretary, Assistant Secretary), View access (Directors and above)

  • Finance
  • Procurement
  • Professional Development
  • Forms/ Templates
  • Misc

 

00_Marketing

Link to Drive Folder

Permissions:  VP_Marketing, Director of Sponsorship, Assistant VP of Marketing Communication, Director of Social Media, Director of Newsletters, Writers, Director of Content Strategy, Director of Marketing Analytics, Assistant VP of Marketing, and access to Director level and above

 

00_Outreach

Link to Drive Folder

Permissions:  VP_Outreach, Assistant VP of Outreach, Director of Academic Outreach, Director of Association Outreach, Assistant Director of Association Outreach, Director of Corporate Outreach, Assistant Director of Corporate Outreach, Director of Community Outreach, Director of Jobs Program, Assistant Military Liaison - Strategic marketing, Director of Military Liaison, Director of Government Outreach, Director of Toastmasters Club, access to Chapter wide Director level and above.

00_Technology

Link to Drive Folder

Permissions:  VP_Technology, Assistant VP of Technology, Director of Technology, Assistant Director of Technology Support, Director of Audio/Visual, Webmaster, Web Admin 1, Web Admin 2, Web Admin 3, access to Chapter wide Director level and above

00_Membership 

Link to Drive Folder

Permissions:  VP_Membership, Assistant VP of Membership, Director of Volunteers, Director of Quality, Director of Volunteer Management, Director of Volunteer Recognition, Director of Volunteer Services, access to Chapter-wide Director level and above.

 

00_Professional Development

Permissions:  VP_Professional Development, Assistant VP of Professional Development, Director of PMP Certification, Assistant Director of PMP certification, Director of ACP Certification, Assistant Director of ACP Certification, Director of Workshops, Assistant Director of Workshops, Director of Mentoring, Assistant Director of Mentoring, Disciplined Agile Liaison, access to Chapter-wide Director level and above.
 

00_Programs

Permissions:  VP_Programs, Assistant VP of Programs, Director of Events, Assistant Director of Events, Director of Registration, Assistant Director of Registration, Director of Roundtables, Director of Speaker Acquisition, Assistant Director of Speaker Acquisition, Director of Special Events, Director of Program Support, access to Chapter-wide Director level and above.
 

00_Annual Conference

Permissions:  Director of Annual Conference, Assistant Director of Annual Conference, AC Sponsor Lead, AC Marketing Communications Lead, AC Finance Lead, AC Customer Experience Lead, AC Registration lead, AC Volunteer Lead, AC Speaker Lead, AC Operations Lead, AC Venue Lead, access to Chapter wide Director level and above.

NOTES

  1. Administrator privileges are designed for users to organize, add, delete, share and modify files.  
  2. View access privileges are designed for users to view and download files only.  
  3. Google access to BOARD folders are shared with Directors and above with active PMI email accounts.  Access will not be shared with personal individual accounts.
  4. Please inform the Secretary team of any missing access to a BOARD folder (as a PMI Director title and above with an PMI active email address).
  5. For newly approved policy or procedure updates, please send the updated files to the Secretary team to upload into the folder.  Please identify exact location of BOARD folder and subfolder where the new document will reside.
  6. Any requests for permission changes in any of the BOARD folders, please contact the Secretary team.
  7. All documents in the BOARD folders are to be regarded as approved and published tools for Directors and above to operate functionally as Chapter leaders.  BOARD folders are not meant to store 'working files', unless otherwise noted by Board members.

Contacts

Chapter Secretary
Assistant Secretary