Key Links for Board Members

Operations

• 2025 PDD
• Portfolios
• Board Ops & Meetings
• PMI Global: Chapter Leader Orientation
• SOPs
  • Finance Procedures
  • Event Procedures
  • MarComm Procedures
  • President Procedures (includes Onboarding/Offboarding items)
  • Technology and Tool Procedures
  • Travel Procedures
  • Volunteer Procedures
  • Template:  Chapter Event Budget Workbook
  • Template:  Chapter Meeting Welcome PPT
• Planning Calendar (Google Calendar; INTERNAL Chapter use only)
  
  • To view:  scroll down to bottom of page
  • To edit:  see SOP
• Region 4 Links
  • Chapter President Calls
  • Submit request for assistance to PMI Region 4/Global
  • Certificate of Insurance Event Checklist
  • PMI Insurance Overview

Financial

• Chapter Payment Info from PMI (ThoughtSpot)
• Chapter Budget Info
• Expense Claims and Invoices
  
  • Submit Expense Claim SOP
  • QBO (QuickBooks Online)

Governance

• Speaker Contract Template
• Submit New Contract Request

Information Technology

• Submit IT Ticket

MarComm

• Web site instructions
• Chapter Event Form (Google form)

Membership

• ThoughtSpot Home Page
• New Certification Holders (3 months) - ThoughtSpot
• New Chapter Members (90 days) - ThoughtSpot
• Active Members - ThoughtSpot

Volunteers

• Volunteer Engagement Portal (VEP)
• VEP Positions (ThoughtSpot)
• Updating Volunteer Roster SOP
• Volunteer Roster
• PMInsights
• Volunteer Roster and Org Chart Updates
• Volunteer Nomination Form