PMI Los Angeles Chapter

General Description

This position is a member of the PMI-LA Board of Directors.  Candidates need to go through the Board of Directors nominations process conducted by the PMI-LA Nominations Committee and must be elected by the PMI-LA membership through the annual chapter elections.   Prior to receiving the Board of Directors application, candidates must fill out and submit an online screening form by October 9, 20026 to determine eligibility to run for this position.

All candidates must be members in good standing of PMI-LA. 

Purpose

To serve in the dual role as Chairperson of the Board of Directors and as President of the Chapter.  

2026 Bylaws Description

• Oversee the corporation’s activities & affairs in accordance with the Bylaws. 
• Act officially as the chapter’s liaison with PMI. 
• Oversee the creation of the PMI-LA Chapter Annual Plan. 
• Ensure that the chapter decisions align with both the PMI Strategic Plan and the PMI LA Chapter Annual Plan.
• Preside at Board meetings. If the President is unable to attend a meeting, the Vice President of Operations & President-Elect or other Officer designated by the Board may preside over the meeting. 
• Serve as a member ex-officio on all committees with the right to vote except for the Nominations Committee.  Work together with the Vice President of Operations/President-Elect and/or entire board to ensure all operations are running smoothly. 
• Eligibility requirements can be found in the Policies and Responsibilities Manual

Responsibilities/Accountabilities

As Chairperson of the Board of Directors:

• Perform and uphold all duties as specified by the PMI-LA Chapter Bylaws.
• Serve as presiding officer at Board meetings.
• As a board member, has joint fiduciary responsibility to ensure that the Chapter is maintained as a “going concern”, and that all legal and financial filing and reporting requirements are completed on a timely basis.
• May sign all contracts which have been approved by the Board of Directors as noted within the minutes after ROI and fiduciary sustainability analysis is performed
• Serve as liaison between PMI-LA Chapter and PMI Global.
• Serve as board liaison between PMI-LA Chapter and other organizations and individuals.

As President:

• Reports to the Board of Directors.
• Perform and uphold all duties as specified by the PMI-LA Chapter Bylaws.
• Perform and uphold all policies as specified by the PMI-LA Chapter Board of Directors.
• Serve as presiding officer at Chapter meetings and events.
• Provide oversight and guidance to other Board members in accordance with the purposes of the Chapter and PMI.
• Serve as management liaison between PMI-LA Chapter and other organizations and individuals.
• Responsible and accountable for the performance of the management of the Chapter, as may be measured in accordance with methods prescribed by PMI or the PMI-LA Chapter Board of Directors.
• Responsible and accountable for the maintenance and alignment of the Chapter Annual Plan with the PMI Strategic Plan.
• Responsible for the production of an Annual Operating Budget (for presentation to the Board for approval) that supports and is supported by an Annual Operating Plan.
• Responsible and accountable for the compliance of chapter management policies agreed to by the Board for sound and orderly management of the Chapter’s operations.
• May delegate duties and execution responsibilities, but not accountability, to other members of the Board of Directors or trustees as appropriate.
• Responsible for annual report to membership in the year following presidential year.
• Works in conjunction with Past President and Vice President of Operations/President-Elect to transition access to PMI‘s components to the new board.  All need to be added in annually (do not just change the dates) and none are removed.  This is for chapter historical record of officers.
• Responsible for ensuring submissions for the Volunteer of the Year award and other volunteer awards based on Board of Directors are sent to the Awards Committee for votes and input.
• Responsible for gathering Trustee applications, sharing with the board, confirming via vote in January, and sending a personal email to all who submitted accepting or rejecting their application. 

• Maintains the highest level of integrity, sets an example for all volunteers, utilizes chapter resources and is familiar with all chapter resources.
• Responsible for initiating the formation of the nominations committee, which is responsible for preparing applicants for the Board of Directors’ election.
• Responsible for selecting and presenting gifts to current Board of Directors and Trustees at the End of Year Volunteer Appreciation Event. 

• Maintain documents and records on PMI-LA’s choice of document management system (e.g. SharePoint/O365 Teams).
• Responsible for the training and knowledge transfer to the President-Elect as part of successful transition planning.
• Responsible for the Annual Charter Renewal due by March of the year following Presidency (as Immediate Past-President) and the successful training of the incoming President and President-elect on this process.
• Responsible for the CRS access of the entire incoming new Board as soon as elected to ensure continuity of access.
• Serve as the Immediate Past President for one year at the end of the term of office as the President.
• Develop and oversee leadership succession planning and ensure a smooth transition

Policy Ownership

• Maintain the Board Operations Policy for the year.
• Ensure update (based on PMI Recommendations) of Code of Ethics and Conflict of Interest and signed documents by current board

Strategic and business management skills

• Management
• Organization management
• PMI knowledge and experience
• Volunteer recognition and appreciation
• Parliamentary Procedures (i.e. Robert’s Rule of Order)

Leadership skills

• Ability to delegate effectively
• Coaching and mentoring
• Conflict resolution skills
• Skilled in strategic planning and process execution
• Team building skills

Required for the role

• In order to be eligible to serve as President of the Chapter, a member must have held a Board of Directors position for at least one (1) full year prior to the election in which that person is a candidate for President.
• Minimum 3-year commitment to the Chapter (full year of prior Board experience, President, Past President)
• The President can be approved to run for a second consecutive term as President providing a second term would not cause the President to serve more than six (6) consecutive terms on the Board. He must submit an application to the Nominations Committee and be vetted for the position like any other nominee.
  • The current Vice President of Operations/President-Elect or any board member (past or current) meeting the minimum requirements may run against him.
• If the President is voted in for a second term, this would leave the position of Past President vacant. The Immediate Past President may be appointed for that role again by the new Board, or the current Board may select another past President to serve that role

Recommended for the role

• Served on the Board of Directors as Vice President of Operations/President-Elect in the year immediately prior to assuming the presidency.
• 4-year commitment to the Chapter.  Includes the one year of prior Board experience required to have been the Vice President of Operations/President-Elect.
• Should have attended at least one Regional and/or Leadership Institute Meeting in the past three years.
• Any PMI certification, especially the PMP certification.

Governance documents knowledge requirement

• PMI Strategic Plan
• PMI-LA Chapter Bylaws
• PMI-LA Chapter Annual Plan
• PMI-LA Chapter Policies & Responsibilities Manual
• PMI Continuing Certification Requirements (CCR) Talent Triangle requirements and eligibility

Role Specific Security Access

• Bank Account Signatory Authority as Chief Executive Officer
• Contract Signatory Authority as Chairperson of the Board of Directors
• PMI Chapter Reporting System or other comparable PMI system – has the ability to grant to any member outside of the Board of Directors.  The entire Board should have access to this information, as well as the Region Mentor/Shadow mentor.
• Financial System security access as determined appropriate to ensure “separation of duties” and internal controls
• Event management systems used by the Chapter (if different from the Chapter website) as determined appropriate to ensure separation of duties and internal controls
• Other Information systems security access as determined appropriate to ensure “separation of duties” and internal controls
• Officer-level access to all Chapter websites (front-end and back-end), including the O365 site

For more information including instructions on how to apply contact the Nominations Committee at Nominations@pmi-la.org.