February 2019 Print

Across the Board: NextGen Leaders and the PMI-SFBAC

Organizations that want to be successfull in the long term always have proactive plans, invest in grooming future talent internally, and create the model to retain this groomed talent. The Project Management Institute's San Francisco Bay Area Chapter (PMI-SFBAC) is one of the chapters that provide the perfect incubator for Next Generation (NextGen) leaders to develop their leadership skills before they join the real world of the project management profession. Recently, the chapter implemented the Academic Outreach program that recruited for NextGen volunteers, created a NextGen Board of Directors and Executive Operations positions, and gave opportunities to bring fresh and innovative ideas to the chapter while nurturing coordination, organization, management, and leadership skills.

As a matter of fact, the SF-BAC chapter was the host for the 2019 Region 7 leadership summit, which was held March 14 to 16. The theme of the conference was "Building Relationships to Support Diversity and Inclusion." Referring to my two-year experience as a volunteer in the chapter, I can confidently say that this is not only the theme of the conference, but also a kind of mission statement that this chapter has embranced to attract the volunteers of different generations and backgrounds. We NextGen leaders are diverse, young members; however, the chapter has included us in all different layers of the organization from the volunteer to the Board of Director roles. It is a great honor for me to be elected to the NextGen Board of Directors for one year. Therefore I would like to share the following key takeaways and success factors of the chapter's NextGen program.

Who are NextGen leaders?

NextGen leaders, aka "Emerging Profssionals," are an instrumental part of the chapter's leadership pipeline. They will be the people leading the chapter to future success. In order to be NextGen leaders, they must be students working toward their first bachelor's or master's degree. In addition, they must serve as volunteers in the chapter's operations or Board based on their interests, professional goals, and the chapter's needs. Per PMI Global, the age of the NextGen leader is below 40 years old.

NextGen Leaders' Roles

In order to accelerate the development of future leaders, PMI-SFBAC has created three major roles that NextGen leaders can represent: NextGen volunteer, NextGen Executive Operations, and NextGen Board of Directors. Hence, it can be clearly seen that our chapter has addressed the roles of NextGen in all three levels of the organization: Tactical Execution, Operational, and Strategic.

NextGen Involvement in Chapter Activities

NextGen leaders can get involved in several chapter events. The big event in which they can fully participate and contribute their leadership, organization, and event coordination skills is the Annual General Meeting, aka the "Member Appreciation Day." This is an annual event usually held in the second or third quarter of the year. The second big event is the International Project Managers Professional Development Day (IPM PDD). Since it is a full day event, NextGen leaders have numerous opportunities to take part and can contribute something to the success of the event. Finally, there are several monthly and evening events where NextGen leaders can demonstrate their relevant skills and expertise.

Aside from the SF-BAC chapter events, the most successful events entirely organized by the NextGen leaders are the Region 7 NextGen Leadership Virtual Meetings. These meetings are monthly networking and educational opportunities for project management students who are starting their career as project management professionals. The purpose of the meeting is to transfer knowledge and experience to the new generation and engage project management students in their local chapters, network with other project management students, and provide information about the project management profession and related work in the Region.

What Do NextGen Leaders Bring?

By giving opportunities to the NextGen leaders, fresh perspectives and different ways of thinking with great enthusiasm, productivity, adaptability, and agility can be achieved and sustained not only in the chapter, but also in the project management profession. In addition, the average age of PMI members can be lowered by promoting roles within NextGen leadership.

All in all, it was a great pleasure and honor for me to be part of this fun community. I have heard project managers proudly say "Good things happen when you get involved with PMI" and I believe it is definitely true. On top of this, I would like to add a little twist: "Exciting things happen when the NextGens get involved with PMI."


 Thi Han

email: [email protected]


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We Need Volunteers At Region 7 Conference

If you are looking to get involved with PMI-SFBAC, there is no better opportunity than representing your Chapter as we host PMI members from California, Nevada, Hawaii, Arizona and New Mexico.

We need several volunteers for the fast approaching Region 7 Leadership Conference, Friday, March 15 and Saturday, March 16.

The benefits:

  • Attending insightful conference learning sessions with sought-after facilitators and presenters
  • Earning PDUs
  • Great networking opportunities within the Chapter and the larger PMI community


Please contact me for more information at [email protected].

Thank You!

Michael McMorrow

Director, Volunteer Management

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Sponsorship Volunteers Needed For Region 7

Dear PMI San Francisco Bay Area Chapter Members:

In preparation for our Region 7 Conference in March at the Hyatt Regency Hotel in San Francisco, we are calling for volunteers to serve on our Sponsorship Committee. Our goal is to raise $40,000 in corporate sponsorship support and we're half way there. For this final push, we need your help for the next 2 months.

As a member of the Sponsorship Committee, you will:

-Research/Manage a portfolio of 12 to 15 potential corporate sponsors

-Commit to sending introduction emails, follow-up emails, submitting required paperwork, making phone calls & building strong relationships with corporate representatives in your portfolio.

-Track your outreach in a shared Sponsorship Outreach file located in Google Docs.

-Participate in 30-minute weekly check-in calls.

-HAVE FUN and support each other along the way!

-Attend an in-person, post-event Sponsorship Celebration & Debrief Session. (Date: TBD)

TIME COMMITMENT:  4 to 5 hours per month; over 2 months.

E-mail Patty Yu at [email protected]org

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Responsible for budget planning and financial reporting; supports the executive management team by offering insights and financial advice that will allow them to make the best business decisions for the Chapter (PMI-SFBAC).

Duties and responsibilities

  • Collecting, interpreting and reviewing financial information
  • Reconciling general ledger accounts such as cash and bank balances
  • Reporting to management and stakeholders, and providing advice on how the Chapter and future business decisions might be impacted
  • Producing financial reports related to budgets, payments, collections, expenses, etc.
  • Developing long-term business plans
  • Reviewing, monitoring and managing budgets, operational activities and financial reports


Required Qualification:

  • A BA/BS degree or higher in one of the following fields: Accounting, Finance, Economics, Mathematics, Business Administration or Business Management


Desired Qualifications:

  • Strong analytical skills
  • Effective negotiation skills and ability to develop strong working relationships
  • Good communication skills – both written and verbal
  • Attention to detail and desire to probe further into data
  • Ability to work under time constraints and meet deadlines
  • Knowledge of QuickBooks Online a plus


If you are interested or have any questions about this position, please contact Zenaida Alejandrino at [email protected]


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Got Input?

Have an idea or feedback? Want to write an article for PDU credit? Need to promote a chapter event?

Contact us at [email protected].

  • Editor: Sheena Chen
  • Editor: Paloma Mejia
  • PMI-SFBAC CEO: Vijay Ratthinam, [email protected]

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