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Attending PMI local community events, taking courses and working or colunteering is an excellent way for credential holders to maintain their PMI certifications. The process to follow is determined by the category under the Continuing Certification Requirements System (CCRS). The steps to follow for the most common claim catgeories are outlined below along with a link to the official Project Management Institute CCRS Handbooks & Guides.

Remember to keep a paper record of the PDUs you claim in the event of a PMI audit.

Please note that, under the Talent Triangle, you have restrictions on how many PDUs you can or must claim in each area.
For PMPs, in each cycle, you must earn a minimum of 35 PDUs in Eductation and can only claim a maximum of 25 PDUs in all categories under "Giving Back".
Additionally, PMPs must earn a minimum of 8 PDUs in each of the Triangle requirements (Technical, Leadership, Strategic) plus 11 more between any combination of the Triangle requirements.
More details on the requirements, including the requirements for other certifications can be found in the CCR Handbook.


Organization Meetings (2 PDUs or Less)


  • Go to "https://ccrs.pmi.org/"
  • Log in with your user name and password
  • Click on "Report PDU"
  • PDU Category - Select Category "Organization Meetings"
  • In the Organization/Host field, type in the Chapter Host ID, "C014" and select PMI Mass Bay Chapter
  • In the Title field, type in the event name. For consistency, please report the events in the following format:
    • Chapter Meeting
    • Roundtable: Boston Healthcare
    • Roundtable: Boston Noontime
    • Roundtable: BostonMetro
    • Roundtable: Cambridge
    • Roundtable: MetroNorth
    • Roundtable: MetroWest
    • Roundtable: North Shore
    • Roundtable: PMO Group
    • Roundtable: South Shore (Braintree)
    • Roundtable: South Shore (Walpole)
  • In the Description field, enter the title of the event and a brief description of the learning points from the presentation or facilitated discussion. The Event description includes the suggested learning points covered. This will help if audited and justify your selection from the Skills Triangle.
  • Select the Date Started and Date Completed. The date is the same date in both fields; the Chapter Meeting or Roundtable meeting date.
  • In the URL field, enter pmimassbay.org
  • Chapter meetings may provide 1 to 2 PDUs, depending on the content of the meeting. Roundtables provide 1 PDU to attendees, unless otherwise noted.
    Under PDUs Claimed, select a full or fractional number (in .25 increments) for each of the three parts of the "Skills Triangle," according to the subject matter presented.
    The Total field will automatically calculate.
  • Verify the information
  • Select the checkbox: I agree this claim is accurate (if you agree the claim is accurate)
  • Click the blue "Submit" button

For reporting PDUs earned at Roundtable events, you can also review this document: pdf Steps to Load Roundtable Presentation Files to Web


Course or Training


  • Go to "https://ccrs.pmi.org/"
  • Log in with your user name and password
  • Click on "Report PDU"
  • PDU Category - Select Category "Organization Meetings"
  • Provider - Enter the provider's ID (if you know it) or type the provider's name and select the correct provider from the dropdown
  • Type in the Activity ID or title of the course and select the correct option from the dropdown
  • In the Description field, enter the title of the course and a brief description of the learning points. This will help if audited and justify your selection from the Skills Triangle.
  • Enter in the Start Date for the Activity
  • Enter in the End Date for the Activity
  • (optional) Enter the URL of the provider or course description and/or contact information (e.g. instructor's name, phone and/or email)/li>
  • Under PDUs Claimed, select a full or fractional number (in .25 increments) for each of the three parts of the "Skills Triangle," according to the subject matter presented.
    The Total field will automatically calculate.
  • Verify the information
  • Select the checkbox: I agree this claim is accurate (if you agree the claim is accurate)
  • Click the blue "Submit" button

Working as a Practitioner or Volunteering


  • Go to "https://ccrs.pmi.org/"
  • Log in with your user name and password
  • Click on "Report PDU"
  • PDU Category - Select Category "Work as a Practitioner" or "Volunteer"
  • In the Employer or Organization field, type the name of the organization to which you worked/volunteered e.g. PMI Mass Bay Chapter
  • In the Job Title or Volunteer Activity field, type a few word "title" for the activity or job (e.g. Chapter Event Coordinator)
  • In the Responsibilities or Description field, enter the a more detailed description of the job or activity. This will help if audited.
  • (optional) Enter the URL of the organization and/or contact information (e.g. Supervisor or Chapter VP's name, phone and/or email)/li>
  • Select the Date Started and Date Completed
  • Under PDUs Claimed, select a full or fractional number (in .25 increments)
    You are limited to a maximum number of PDUs which you can claim in the "Giving Back" categories. The PDUs in all Giving Back catgeories can not exceed this amount (25 PDUs per cycle for PMPs) The Total field will automatically calculate.
  • Verify the information
  • Select the checkbox: I agree this claim is accurate (if you agree the claim is accurate)
  • Click the blue "Submit" button

 

If you have questions or would like additional information, please contact PMI Customer Care at .

PMI Mass Bay welcomes speakers who can deliver interesting and insightful presentations on the application of project management techniques and methods. business-members.jpg

Our monthly chapter meetings typically draw up between 90-150 professionals from a wide variety of industries and companies in the Greater Boston area.

We also need speakers for our Roundtable and Outreach programs as well as for our annual Professional Development Day event. Please contact the speakers committee at for information about any speaking opportunity.

The following describes speaking opportunities for the Chapter Meeting program:
The speakers and their presentation topics are advertised in our chapter newsletter, email blasts, social media and on our website. In addition, the chapter may share its upcoming events with other organizations, advertise in local media or send postcards of upcoming events. We serve a membership of over 2,500 and our mailing lists reach an extended community of over 5,000.

The Process
Interested speakers should send a presentation abstract by email to our programs committee at . After careful review by our speakers committee, a chapter representative will provide feedback and an overview of our audience and process. Upon mutual agreement to proceed, we will obtain a bio, logo and abstract of the presentation to begin promoting the event. Prior to the presentation, we do require formal review of the presentation slides to ensure that the visuals meet our requirements and that the presentation can be viewed clearly by large audiences.

Meeting Date, Venue and Schedule
Our meetings are typically held on the third Thursday of each month from September through June. Locations typically include corporate hosts (conference rooms or facilities), higher education organizations (universities), and hotels or banquet halls located in suburban Boston (such as Burlington and Newton,) as well as Cambridge and Boston in the metro area.
Our meeting venues provide a first-class setting including a light dinner, environmental controls and full audio-visual support.

Meeting Schedule:

  • 5:00 Registration and Networking
  • 6:00-7:00 Dinner and Networking
  • 7:00 Chapter Announcements
  • 7:30 Formal Presentation (1 hour or 2 hour*)
  • 8:30-8:45 Adjourn

*Note 2 hour presentations start at 6:45p.m. or 7:00p.m.
In some cases there will be a one hour presentation from 6:00-7:00p.m. with dinner following and another one hour presentation from 8:00-9:00p.m.

Presentation Format

  • Formal interactive presentation: use of case studies and audience participation is strongly encouraged.
  • Microsoft PowerPoint preferred.
  • Presentation will be loaded on the chapter's laptop (Windows PC) or speaker may provide their own.
  • Chapter provides: video projector with cables to laptop, 10 foot screen, and wireless microphone and laser pointing device with remote screen advance. Special Arrangements and Pre-approved Expenses PMI Mass Bay does not generally provide compensation for speaker fees, copyright and license fees, etc.

 

The Chapter may reimburse reasonable travel fees including airfare and lodging when approved in advance by the VP of Professional Development. PMI Mass Bay Chapter is not responsible for unapproved expenses incurred by the speaker or their company. The speaker is entitled to bring up to 2 guests free of charge. This includes the light dinner. There is space on our sponsor table for literature or hand outs from the speaker’s organization. Speakers may also donate a raffle item for the event. 

Contact:
Programs Committee at

 

The Speakers Team request your assistance in finding Executives who would be willing to participate in a panel scheduled for October. The panel would give feedback on the skills and competencies of Project Managers that align with the PDU Talent Triangle. To learn more, click pdf here (360 KB) .

PMI Mass Bay holds monthly dinner meetings from September through June, typically on the third Thursday of each month.  The meetings are held in venues that can provide a first-class professional setting with full meal service and audio-visual support.  Meetings are held in different geographic areas to garner widespread participation of our chapter members.  In recent months our meetings have been held in Burlington, Newton, Wellesley, Cambridge, Boston, Woburn, Wakefield, Lexington, Dedham and Waltham.

Our chapter invites both our members and those interested in the project management profession to attend presentations from leading authorities on project management.

On a periodic basis, the Chapter offers a mini-course on the same night as the chapter meetings.  These popular one-hour sessions, available for a moderate additional fee, are held prior to the dinner meeting and enable participants to obtain an additional PDU as well as learn about another topic of interest.   Seats are limited and typically sell out, so early registration is recommended.

Registration

Advance registration for the mini-course is required.  Courses are posted on our website and registration can be completed securely via MasterCard, VISA, American Express, or DISCOVER card.   There are no early-registration discounts available for mini-courses.

After 5:00 PM (Eastern Time) on the day before a meeting, you may no longer register online.  You may however, still be able to attend the mini-course if it is not sold out.  It is recommended that you check via e-mail by 2:00 pm on the meeting day by sending a message to   to check availability.  You will receive confirmation via email that a spot is being held for you.   Only CASH and CHECKS are accepted at the door.

We are sorry, but we are unable to accept walk-in registrations.

Agenda

5:30 PM                Mini-Course Begins
6:30 PM                Mini Course Ends
6:30 PM                Dinner Begins for folks registered for Dinner at Chapter Meeting

Refunds

Although we understand circumstances arise which may require a registrant to miss an events, we are unable to offer refunds for mini-courses.    

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