An Overview of the PMI

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• An Overview of the PMI
• Pharmaceutical SIG
• (Specific Interest Group)

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PMI at a glance

• Started in 1969
• Almost 154,000 members
• 30 Chartered SIGs - 48,673 members
• 2 Chartered Colleges - 2,962 members
• 240 Chartered Chapters - 117,397 members
• PMBOK an ANS and ANSI standard
• Training and Development courses
• PMI Today, PM Network, PM Journal
• PMP certification - 105,008 PMPs entire program
• PMP certification - 31,329 PMPs in 2004
• - 2,961 in Jan
  2005

Source PMI Today March 2005 through Jan 2005
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Pharmaceutical SIG at a Glance

• Organized in 1981, Officially chartered in 1995
• 1,753 members, 544 PMPs (Feb 2005)
• Cost - 20
• Focus on projects unique to pharmaceutical,
  biotech, medical device and diagnostics
  industries
• A Charter Member as a Registered Education
  Provider

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Leading to a Healthier World

• The Pharmaceutical SIG provides a unique
  opportunity for project management professionals
  in the pharmaceutical, bio-tech, contract
  research, medical device and diagnostics
  industries to network with and learn from one
  another.

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Mission

• Recognized as THE resource by and for the
  pharmaceutical/biotech industry for project
  management professionals education, networking
  and thought leadership.
• To provide a forum for networking and the
  exchange of ideas and information with fellow
  professionals.
• To advance state-of-the-art techniques in project
  management.
• To enhance the skills and knowledge of the
  project management professional in the health
  care industry.

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Board of Directors

• Chair Patricia Hopkinson, Quo Vadis
• First Vice Chair Randy Dunson, Duke Clinical
  Research Inst.
• Vice Chair, Finance Ellis Wilson, AstraZeneca
  Pharmaceuticals
• Vice Chair, Marketing Jann Nielsen, Wyeth
  Pharmaceuticals
• Vice Chair, Newsletter Dailey Doss, SAP America
• Vice Chair, Programs Stephen Kuprel, FDA
• Vice Chair, Web Site Eric Morfin, Chiron
• Immediate Past Chair Luis Cabassa-Latoni,
  Genentech

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Appointed Officers

• William Allbee
• Brian Barnes
• Anita Chan
• Boyan Doganov
• Kimm Galbraith
• Michael Jacobson
• Art Liem
• Jean Lieverman

• James McDonough
• Mike Mencer
• John Minogue
• Bob Sturm
• Andrew Tam
• Mark Taras
• Steve Vinson
• Ming-Yu Wong
• Julie Zimmerman

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Official SIG Meetings

• Monthly board meetings by teleconference
• Annual general meeting of the SIG at annual SIG
  conference
• Additional meetings at other SIG-sponsored
  meetings and PMI Congress

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PMI Pharmaceutical SIG2004 Strategic Plan
Initiatives2004 Accomplishments2005 Goals

• Randy Dunson, MBA, PMP
• First Vice Chair
• April 2005

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2004 Strategic Plan Initiatives

• Industry benchmarking and salary survey
• Web site upgrade
• Increase focus on EU
• Local Interest Groups partnering
• Pursue alliances between SIG and other groups
  (DIA, etc.)
• Pharmaceutical Project Management text
• Recognition of SIG volunteer stars

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2004 Initiatives Accomplishments

• Increase focus on EU
• Searching for an EU-based resource to serve as
  conduit for EU efforts
• Investigating opportunities for
  collaborating/conducting EU conference(s) in
  2005/2006

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2004 Initiatives Accomplishments

• Local Interest Groups
• Establish partnering guidelines
• Questionnaire development
• Potential partnerships
• RTP, NC
• San Francisco
• UK
• Toronto

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2004 Initiatives Accomplishments

• Pursue alliances between SIG and other groups
• First alliance DIA
• First joint DIA/PMI SIG meeting in Feb 2005
• Possible future activities
• Surveys
• Publications
• Comprehensive training programs

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2004 Initiatives Accomplishments

• Pharmaceutical Project Management Text
• Outline for text completed
• Four potential chapter authors identified
  searching for additional authors
• Writing to start this year
• Will hire technical writer to ensure consistency
  within chapters

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2004 Initiatives Accomplishments

• Recognition of SIG volunteer stars
• Ongoing effort

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Volunteer Special Recognition

• Bill Allbee
• SIG Webmaster 2001-2004
• Initial web site development in 2001
• Website redesign in 2004
• Bob Sturm
• SIG Appointed Officer
• New member welcome packets since 2002
• Networking Directory since 2002

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2004 Strategic Plan Initiatives

• Other Initiatives Identified
• Work with PMI to gain access to more PM content
  for educational purposes
• Identify 1-2 key opinion leaders and get them
  linked to the SIG
• Align with Senior Management stakeholders
• Build partnership with regulatory agencies
• Reestablish round table discussions

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PMI Pharmaceutical SIGMarketing2004
Accomplishments2005 Goals

• Jann Nielsen, Ph.D.
• Vice Chair
• April 2005

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2004 Accomplishments

• Values survey analyzed
• Suggest ways that SIG can increase value to
  members
• 142 responses
• Major findings
• Conduct Webinars
• Conduct more local events
• Add Network Directory to Web site
• OK for newsletter to be distributed on Web site
• Results in feature article in newsletter

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2004 Accomplishments

• Increase membership 25
• Membership increase
• 1996 242
• 2002 1226 (23 increase)
• 2003 1572 (28 increase)
• 2004 1718 (9 increase)
• Send out welcome packets to all new SIG members
• Ongoing (Bob Sturm)

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2004 Accomplishments

• Network Directory on Web site
• Done (Bob Sturm)
• Develop new promotional item
• New promotional item not needed (will be needed
  in 2005)
• Start new marketing initiative (dependent on
  volunteer)
• Volunteer Julie Zimmerman to work on next
  benchmarking survey

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2005 Goals

• Benchmarking survey
• Julie to manage
• Conduct values survey
• Develop promotional item
• Continue welcome packets
• Increase membership gt 10

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PMI Pharmaceutical SIGPrograms2004
Accomplishments2005 Goals

• Steve Kuprel, PMP
• Vice Chair
• April 2005

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2004 Accomplishments

• Promoted training and learning opportunities
• Established annual SIG meeting outside of PMI
  Congress (with IIR, Patti Hopkinson)
• Sponsored Project Management in Drug Development
  training courses (with PTi) (Board/AO)
• Discovery and Preclinical Course offered Q3 04
• 2nd course offering targeted for Q4 05
• Provided speakers for SIG-sponsored events (Board
  members)
• Provided job and educational opportunities to
  members via Web site

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2004 Accomplishments

• Increased focus on partnerships
• Established cooperative events
• Survey with Terrance Cooke-Davies
• Established DIA-Pharmaceutical SIG dialog and
  co-sponsored annual Project Mgmt., Finance and
  Outsourcing Conference (Randy Dunson)

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2004 Accomplishments

• Other
• Established criteria for sponsorship of
  pharmaceutical and project management events
• Provided administrative support to all SIG-
  sponsored events
• Established REP program for SIG (Eric Morfin)
• Reviewed IIR and DIA seminar materials for PDU
  assignment
• Completed SIG flyers for PMI Congresses

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2005 Goals

• Expand outreach into local/regional chapters
• Toronto (in conjunction with PMI NA Congress)
• NJ Chapter Symposium May 2
• RTP Chapter Meeting Sep
• Broaden Webinar sources
• Co-sponsor two meetings for members
• DIA
• IIR
• PMI
• Continue Advisory Board for PTi PM training
  course development
• Provide PDUs at all joint SIG events
• Review Alliance Strategy

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PMI Pharmaceutical SIGNewsletter2004
Accomplishments2005 Goals

• Dailey Doss, PMP
• Vice Chair
• April 2005

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2004 Accomplishments

• Successful transition of newsletter to electronic
  format
• Maintained newsletter sponsorship with PTi/IIR
• Generated newsletter advertising revenues of
  1800

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2005 Goals

• Improve upon successful transition of newsletter
  to electronic format
• Color
• Graphics
• Links
• Ensure continued sponsorship of Newsletter to
  minimize costs
• Renew interest and readership of newsletter
• Determine baseline for improvement opportunities

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2005 Goals

• Improve article submissions by actively pursuing
  submissions with PDU credits and other positive
  influences
• Work with Membership Coordinator and Web Master
  to identify and announce membership initiatives
• Best practices
• Identify for newsletter development
• Identify opportunities for incorporation into
  newsletter publication
• Implement those approved by Board

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PMI Pharmaceutical SIGWeb Site2004
Accomplishments2005 Goals

• Eric Morfin, PMP
• Vice Chair
• April 2005

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2004 Accomplishments

• Web site upgrade completed according to members
  needs
• Draft acceptance criteria for Web site materials
  completed
• Letter to membership
• Web site upgrade and move to virtual organization
  completed
• Volunteers
• Six positions created and advertised
• Eight volunteers recruited

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2004 Accomplishments

• Webinar vendor analysis performed and vendor
  selected
• First three live Webinars conducted
• First audio-conference recorded and posted

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2005 Goals

• Continue to deliver one live Webinar per month
• Expand live Webinar concept
• Pre-recorded
• Audio conferences
• Video recordings
• Explore partnership opportunities
• Recordings with outside organizations
• Explore developing for fee offerings and
  section on Web site for members and non-members

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2005 Goals

• Develop resources/recordings strategy
• Free access for members
• Potential Fee access for members
• Populate resources section with information of
  value to members
• Develop Webinar on SIG value proposition for
  broadcast to general public
• Investigate Web site improvements
• Payment processing capability
• Minimize email failure rate
• Increase reliability

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PMI Pharmaceutical SIGFinance2004 Actual
Financials2005 Projected Financials

• Ellis Wilson
• Vice Chair
• April 2005

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2004 Financials

• Beginning Balance 34,687
• Expenses 19,658
• Income 35,360
• Closing Balance 50,389

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2005 Financials

• Beginning Balance 50,389
• Projected Expenses 59,650
• Projected Income 40,500
• Projected Closing Balance 31,239

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• What Can You Do?
• Patti Hopkinson
• Chair

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Volunteer Recruitment

• We need volunteers to accomplish our goals!!
• Contacts
• Jann Nielsen at 484-865-5700 or
  nielsej_at_wyeth.com
• Patti Hopkinson at 518-523-0335 or
  phopkinson_at_adelphia.net

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Feedback

• We need feedback to
• design products
• produce programs
• streamline processes
• recruit more people into the Pharmaceutical SIG
• implement ideas that allow participation across
  geographical lines

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How to Join?

• Go to the PMI Web site at http//www.pmi.org
• Join online
• Download membership application
• Cost is 119 USD annually plus 10 new member
  application fee to join PMI
• Pharmaceutical SIG membership cost is 20 USD
  annually in addition to PMI dues
• Local chapter dues are extra

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Questions and Comments