PMI South Florida Chapter Partnerships Policy

    POLICY STATEMENT

    The Project Management Institute (PMI) South Florida Chapter is committed to supporting the development of healthy relationships with like-minded organizations. The PMI South Florida Chapter's policies and programs will reflect these principles. The Partnerships Policy establishes the general terms and conditions by which partnerships with organizations will be established.

    Partnership Agreements may be developed between organizations and the PMI South Florida Chapter to support business or organizational development.

    Purpose of Partnerships

    1. To stimulate and support project management with partners who deliver complementary programs and services.

    2. To broaden participation in the design and delivery of business development programs.

    3. To improve access to and communications about, project management.

    4. To improve and increase training and support available to project managers.

    5. 2. To stimulate and support sectorial development through the delivery of complementary programs and services for individuals working in that sector.

    6. To improve communications and information about the development of project management in a specific economic sector.

     If interested in developing a Business or Organizational Development Partnership with the PMI South Florida Chapter, please email partnerships@southfloridapmi.org

    Partnership Selection Guidelines

    Partnership policies should outline the criteria that must be satisfied in order to be considered for a partnership agreement. There are some common criteria and considerations including:

    • The relationship must be beneficial for both parties.

    • The partnership must be consistent with the mandate, policies and objectives of the PMI South Florida Chapter.

    • The partnership must enhance the development, delivery, awareness or continuance of project management methodologies and concepts.

    • Partnerships should not result in increased net costs to the PMI South Florida Chapter.

    • Partnerships should not result in, or be perceived as giving any preferential treatment outside of the partnership agreement.

    • The value of the partnership must be consistent with the level of acknowledgement accorded to the partner organization.

    • The dispositions and ownership of any assets resulting from the partnership must be clearly defined.

    • Responsibility for the maintenance, insurance and taxes of all assets associated with, or resulting from the partnership must be clearly defined.

    • The duration of the partnership.

    • A cancellation provision and the remedies available to both parties upon cancellation.

    Types OF PARTNERSHIPS

    Type: PMI Chapter

    Objective: Promote each other’s events, share sponsorship of events

    Eligibility: All PMI Chapters

    Review: Re-authorization of the partnership schedule will occur every year

    Partnership Agreement:

    Any Partnership Agreement shall adhere to the purposes and principles of this policy. In addition, the partners shall:

    • Have a valid yearly updated business plan, provided on or before the start of each fiscal year of the partnership.

    • Share ideas at Region 14 meetings and PMI conferences.

    • Equally share resources, including monies, for any shared events.

    • Provide their brand identity logo, description, and links to their web site for inclusion onto the PMI South Florida Chapter's web site.

    • Be recognized via slide shows during dinner seminars and networking seminars.

    • Share a strategic vision with the PMI South Florida Chapter.

    • Participate in symposiums and other similar events hosted by the PMI South Florida Chapter.

    Type: Special Interest Groups (SIGs)

    Objective: Develop a symbiotic relationship with organizations that have a shared interest in advancing a specific area of knowledge, learning or technology where members cooperate to affect or to produce solutions within their particular field, and may communicate, meet, and organize conferences.

    Eligibility:Any SIG that provides services, support or technology related to the field of project management. Examples include:

    • Microsoft Project Users Group (MPUG)

    • International Institute of Business Analysis (IIBA)

    • American Society for Quality (ASQ)

    • Society for Information Management (SIM)

    • Construction Manager Certification Institute (CMCI)

    Review: Re-authorization of this schedule will occur every year

    Partnership Agreement:

    Any Partnership Agreement shall adhere to the purposes and principles of this policy. In addition, the partners shall:

    • Have a valid yearly updated business plan, provided on or before the start of each fiscal year of the partnership

    • Provide links to their web site for inclusion onto the PMI South Florida Chapter's web site

    • Provide professional development opportunities at preferential pricing to PMI South Florida Chapter members

    • Participate in symposiums and other similar events hosted by the PMI South Florida Chapter

    Type: Training

    Objective: Provide training, mentoring, seminars and support to chapter members

    Eligibility: Any organization certified by PMI.org to provide educational training, or certified by a national or internationally recognized certification organization.

    Review: Re-authorization of this schedule will occur every year

    Partnership Agreement:

    Any Partnership Agreement shall adhere to the purposes and principles of this policy. In addition the partners shall:

    • Have a separate contractual agreement that must be formally agreed to annually. The agreement must specify the financial agreements, and list the names and qualifications of all educators and any association they may have with the chapter

    • Provide links to their web site for inclusion onto the PMI South Florida Chapter's web site

    • Provide presentations to the PMI South Florida Chapter members

    • Provide professional development opportunities at preferential pricing to PMI South Florida Chapter members

    • Participate in symposiums and other similar events hosted by the PMI South Florida Chapter

    • Meet-ups, study groups and other educational initiatives should be part of, or coordinated with, the chapter’s Education team

    • Study groups and other educational initiatives should be aligned with specific PMI certifications as opposed to external certifications

    • Study groups, meet-ups, and other educational initiatives should promote chapter classes

    PARTNERSHIP RESTRICTIONS

    • Partners must be chartered organizations or companies and must be in existence at least 1 year.

    • Partners must maintain an updated website listing officers, policies and objectives

    • Partners may not directly solicit chapter members without explicit written agreement

    • Partners may not utilize chapter resources (personnel, email, website or otherwise) to promote their agenda unless there is a formal agreement in place

    • Partner officers and staff may not use the chapter to promote themselves or other partner activities without explicit written agreements to do so

    • All partnership activities must be clearly stated in all communications so as to make it clear regarding the relationship of the partners, including primary, secondary or joint sponsorship

     

    Partnership Document