2016 ANNUAL R E P O R T

2

W e have had an exciting year as we have continued to expand the benefits of project management knowledge across the globe.

PMIEF awarded US $1,345,370 in grants that advanced our efforts on behalf of PM Knowledgeable Youth and PM Capable Nonprofits. Since 2012, this brings the foundation’s total investment in our mission to more than four million US dollars.

This year, we awarded nine grants to nonprofit organizations to incorporate project management into programs for youth and teachers, as well as to improve the effectiveness of Disaster Management NGOs as they do their critical work. We also provided approximately US $370,000 in academic and professional development scholarships to 450 individuals and introduced project management skills to 175,000 youth.

We rely on the generous and continuing support of others to achieve our goals, and our aim is to turn your donations into changing the way people learn, live and work through project management education.

In 2017, we continue to focus on the following priorities:

• Expanding our value to society by addressing the needs of nonprofits and non-governmental agencies (NGOs). As part of that effort, we will conclude an 18-month project management educational project with major international disaster relief agencies. Collaborating with charitable umbrella and other like-minded philanthropic organizations, we will expand our work with nonprofits providing critical social services.

• Continuing to build project management skills into worldwide school systems, especially in conjunction with emerging educational priorities, such as project-based learning - a critical pedagogical tool in the educational arenas of Science, Technology, Engineering, Math (STEM) and Career and Technical Education (CTE).

• Growing our support for PMI chapters that offer social good initiatives at the local level.

Mission & Vision

A Message from the Board of Directors

Based on our core belief that project management education increases people’s potential to transform lives and communities, the following Mission and Vision Statements have emerged:

MISSION: To inspire and empower people to realize their potential and transform their lives and their communities through the use of project management knowledge.

VISION: All people worldwide have a better tomorrow by applying project management skills in their daily lives.

We are grateful that you share our passion for this work and for the limitless opportunities for positive change in our world derived from the use of project management. When passionate and like-minded people come together with the right resources, amazing things can happen. Please take the time to read the following pages to see how it happens each and every day at PMIEF.

We are proud of what PMIEF has accomplished in 2016 and excited about the journey ahead. Your generosity is what fuels these efforts to realize our mission: to inspire and empower people to realize their potential and transform their lives and their communities through the use of project management knowledge.

Thanks to each of you for the tremendous support you have provided in 2016. To achieve new goals in the year ahead, your partnership is vital to our success as we continue on the path to fulfilling our important mission.

Marge Combe, 2017 Chair

PMIEF Board of Directors

Suketu Nagrecha, MBA, PMP

2016 ChairPMIEF Board of Directors

Toward the achievement of o

ur vision

and aligned with our mission,

PMIEF

has three core areas of focu

s.

PM READY WORKFORCEPM KNOWLEDGABLE YOUTH PM CAPABLE NONPROFITS

PM READY WORKFORCEBuild a better-prepared workforce through academic and professional development scholarships as well as student and professional awards.

PM KNOWLEDGEABLE YOUTH Change the way children learn, live, and plan for the future through knowledge and application of project management.

PM CAPABLE NONPROFITS Magnify the power of Nonprofits and Non-Governmental Organizations (NGOs) in delivering their missions through the application of project management.

Growth in Social Media Followers Over 2015

23%AWARDED US $370K+

In Academic, Training, and Professional Development Scholarships Across the Globe

PMI CHAPTER VOLUNTEERS

Served as PMIEF Liaisons

US $1 MILLION GRANTS AWARDED TO NONPROFITS ON 6 CONTINENTS

3 www.pmief.org

Global Expansion of Teacher Training Teachers around the world are bringing project management tools and knowledge directly into their classrooms through completion of our virtual teacher training programs. 2016 course completers included teachers from Argentina, Brazil, Canada, England, and Jordan. During the virtual training, teachers learn project management strategies and develop their own project. The individual project includes a lesson plan that teachers can then implement in their own classrooms, helping them to immediately apply their new skills and knowledge.

PM Knowledgeable Youth: Changing the Way Children Learn

T EACHERS T RAINED IN PROJECT MANAGEMENT

PROJECT MANAGEMENT KNOWLEDGE EQUIPS STUDENTS WITH THE 4CS:

COLLABORATION • CREATIVITYCOMMUNICATION • CRIT ICAL THINKING SKILLS

39,095EDUCATIONAL RESOURCESDownloaded in 24 languages, including Arabic, Brazilian Portuguese, Chinese, English, French,

German, Greek, Italian, Japanese, Polish, Portuguese, Slovenian and Spanish

6,000

MORE THAN

MORE THAN

to Project Management

YOUT H INTRODUCED175,000

190 6,735DONORSIN 135 COUNTRIES ON SIX CONTINENTS

2016 At-A-

Glance

Project Management Academies are Becoming Available for Students Project management academies provide students the opportunity to specialize in developing project management skills and knowledge during their secondary school experience. In 2016 we saw the growth of multiple year academies with a project management focus. PM academies provide in-depth learning opportunities and help students become college and career ready.

In Ohio, USA, secondary school youth are participating in a PM academy and in 2017 will be able to participate in three full years of project management classes. In Arizona, a PM academy is in its second year and will have four years of project management content. Academies have also been started in Washington, Virginia, and New York. We believe that this trend will continue to expand globally.

PMIEF Convenes Network of Organizational Advocates for Student 21st Century SkillsWe continue to demonstrate global leadership among educational organizations through the sixth annual convention of the Project Learning Network on 10 – 12 April, 2016. With over 35 nonprofit educational organizations that positively impact over 40 million youth around the globe, the Project Learning Network (PLN) provides an opportunity for organizational thought leaders to meet in person to collaborate, strategize, and troubleshoot on current issues affecting education.

Each year attendees tackle a global educational issue, this year the discussion revolved around college and career readiness including the skills that employers are seeking and how engaging content delivered using project based learning methods helps students prepare for success.

4

6

Transformative Philanthropy Through Innovative Grants

5

PM Capable Nonprofits: Magnifying the Power of Nonprofits and

Non-Governmental Organizations (NGOs)

www.pmief.org

PMIEF awarded US $1,345,370 in grants that advanced our efforts on behalf of PM Knowledgeable Youth and PM Capable Nonprofits. Since 2012, we have invested more than US $4 million in initiatives that, once completed, will reach more than 1 million people on six continents.

Organization: Association for Career & Technical Education Initiative: “CORE-101 Administrator”Grant: US $147,620/23 monthsPurpose: Develop an online course and accompanying handbook that enable career and technical education administrators to build their instructional leadership capacity to strengthen teachers’ project-based learning instruction through project management.

Organization: Buck Institute for Education (“BIE”)Initiative: “High-Quality Project-Based Learning”Grant: US $450,000/29 monthsPurpose: Define exemplary project-based learning through guidelines and indicators into which BIE will deeply integrate project management for global adoption, adaptation, and application.

Organization: Destination Imagination (“DI”)Initiative: “Evaluation of PMIEF-DI Initiative for PM-Rich Student Competitions”Grant: US $47,000/9 monthsPurpose: Assess the depth of DI students’ project management knowledge as a result of participating in the organization’s 2015-16 challenges and use the data to inform how best to strengthen project management integration into DI’s curricula and challenge activities.

Organization: INJAZInitiative: “PMIEF – INJAZ Enterprise Business Challenge Partnership”Grant: US $90,262/13 monthsPurpose: Integrate project management into INJAZ’s Enterprise Business Challenge to support young people’s development and implementation of entrepreneurial projects.

Organization: Junior Achievement Ireland (“JA Ireland”)Initiative: “Project Management Skills for Life: Year 2”Grant: US $78,788/12 monthsPurpose: Scale-up JA Ireland’s previously PMIEF-funded initiative to deliver project management training to secondary school students nationwide so they can apply this knowledge to design and to execute projects, including instruction of JA Ireland programming for primary school students.

Organization: Medecins Sans Frontieres USA (“MSF-USA”) (Doctors Without Borders)Initiative: “Project and Program Management Integration at MSF-USA”Grant: US $100,000/6 monthsPurpose: Integrate project and program management within MSF-USA’s operations with an emphasis on its Making Systems Fundamentally Work (MSF-W) program of projects.

Organization: Space FoundationInitiative: “Out of This World Project Management!”Grant: US $192,125/22 monthsPurpose: Create a new, project management-rich Mars Robotics Laboratory field trip that enables teachers and students in the U.S. and India to learn project management through a hands-on science, technology, engineering and mathematics experience.

Organization: Stop Hunger Now (“SHN”)*Initiative: “Improving Efficiency and Effectiveness of International Food Aid Distribution through PM”Grant: US $56,875/14 monthsPurpose: Integrate project and program management within SHN to increase organizational capacity for food aid distribution processes in targeted distribution regions.* SHN just changed their name to Rise Against Hunger

Organization: U.S. Fund for UNICEF (“UNICEF USA”)Initiative: “Building PM Capacity to Extend UNICEF’s Reach to Save and Protect More Vulnerable Children”Grant: US $182,700/19 monthsPurpose: Integrate project and program management within UNICEF USA to increase organizational capacity to save and protect more children through its mission of advocating, educating and fundraising for UNICEF’s lifesaving programs globally.

Project Management for Disaster ManagementIn November, PMIEF convened internationally influential disaster management practitioners and experts in Copenhagen, Denmark for “Project Management in the Disaster Management Sector: Integration, Capacity, Supports and Sustainability.” The two-day roundtable fostered an interactive exchange of experience in applying project management in diverse hazard contexts and disaster settings including: preparedness, relief and response, recovery, and rehabilitation. It also served to inform how we can best further support the disaster management sector through philanthropy.

The event marked the foundation’s third disaster management convening, with the previous two held in 2014 and 2013. The 2014 meeting resulted in our Disaster Management Grants Initiative (DMGI). Together with our Disaster Management Task Team (comprised of PMI volunteers worldwide), we selected three disaster management agencies – American Red Cross, CARE USA, and Plan International – to receive project management training, technical advisement, and funding through DMGI to help them more effectively and efficiently deliver services.

The 2016 roundtable permitted an opportunity to discuss lessons learned through DMGI and to generate new ways of thinking about how project management can add value to the sector. In addition to DMGI agencies, participants included representatives of the African Centre for Disaster Studies, Asian Disaster Preparedness Center, Brazilian Red Cross, Columbia University’s National Center on Disaster Preparedness, Harvard University’s Humanitarian Initiative, and Inter-American Development Bank.

7 www.pmief.org 8

Corporate Partner Dell Expands Social Good Programs Globally

Using PMIEF Resources

Building a PM Ready Workforce through Scholarships & Awards

SCHOLARSHIPSDue to the generosity of PMI, PMI members, PMI Chapters, PMI REPs, and universities, PMIEF awarded over 450 project management-related scholarships to university students, teachers, practitioners, and nonprofit/NGO staff around the world. To see a list of these charitable donors, please see pages 13–16.

AWARDSStudent and professional award recipients are honored for significant contributions to the project management profession. These include project management initiatives and innovation; scholarly research; and the practical application of project management skills, both inside and outside the workplace.

The Community Advancement through Project Management Award recognizes pro bono project management contributions that transfer project management skills and increase the capacity of a nonprofit partner/NGO to serve its constituents. As sponsor, Hewlett Packard Enterprise (HPE) “accelerated” the PMI Chapter Category and Anthony (Tony) Gayter, HPE, Vice President for Global Transition and Transformation Program Portfolio Management, served as HPE’s Executive Sponsor of the Award. Additional award categories include: Individual Project Manager and Corporation/Government Agency.

The 2016 Award recipients include:

PMI Chapter Category Recipient: PMI Northern Italy Chapter, Milano, Italy for pro bono contributions to NGO/Nonprofit Partner: Mazao Onlus, Massarosa, Italy

Individual Project Manager Category Recipient: Tracy McKinney, Providence, Rhode Island, USA for pro bono contributions to NGO/Nonprofit Partner: Coach2Action

Corporation/Government Agency Category Recipient: Caterpillar Inc., Peoria, Illinois, USA for pro bono contributions to NGO/Nonprofit Partner: Children’s Home Association of Illinois

The Kerzner Award

The Kerzner Award, sponsored by the International Institute for Learning, Inc., recognizes project managers who most emulate the professional dedication and excellence renowned project manager, Harold Kerzner, PhD, MS Engineering, MBA. Recipient: Robert (Bob) Bulger, PMP, PgMP, PfMP Chief Project Officer, NANA Pacific, Ocean View, Hawaii, USA Project: Utilizing Traditional Knowledge of the Indigenous Peoples of Alaska to Ensure Project Success in Papua New Guinea

The Donald S. Barrie Award

The Donald S. Barrie Award, sponsored by the former PMI Design Procurement-Construction Specific Interest (SIG), recognizes an individual that advances the field of design or procurement in the engineering and construction industries. Recipient: John Briesemeister MS, Project Management University of Wisconsin – Platteville Paper Title: Construction Execution Plan Alignment for Successful Construction Projects

The James R. Snyder International Student Paper of the Year Award

The James R. Snyder International Student Paper of the Year Award recognizes excellence in student development of original concepts in project management.

North America Recipient: Trenese McNealy DBA Candidate, Walden University Paper Title: The Implementation of a Knowledge Management System

EMEA Recipient: Saadi Adra, PMP, PfMP PgMP PhD Candidate, Project and Programme Management, SKEMA Business School Paper Title: The Integrated Life Cycle Management Framework

Corporate Partner, Dell continues to grow its social innovation partnership with PMIEF. This initiative, now in its fourth year, demonstrates how large companies can be more creative in the way they give back to their communities.

This unique collaboration, known as Dell Volunteer Project Management (DVPM), entails a blended approach to project management training that includes classroom instruction using PMIEF’s Project Management Skills for Life, with access to the resource via the DVPM Website Application available to those completing the training. The program leverages the Dell project management team’s business skills and experience to benefit a wide range of charitable organizations.

Initially, DVPM introduced this PMIEF educational resource to nonprofit/NGO staff in Limerick, Ireland. The program’s goal is to provide an introduction to project management knowledge, tools and techniques as a means to enhance the delivery of important community programs and services.

The program delivers:

• A no-cost, seven-hour interactive Dell classroom training program, made available to nonprofit/NGO organizations.

• Project management training delivered by experienced Dell Project Managers.

• A replicable project management training program that incorporates the real-life projects of participating charities.

Nonprofit trainees who participate in in-person training at Dell facilities, can use the DVPM web portal to access project management templates; find out about upcoming training schedules or related events; or, read or contribute to a blog designed to provide

information on the use of project management in the charitable sector.

A cadre of dedicated Dell project managers have ensured the program’s success and made possible DVPM offerings at Dell facilities located in: Limerick, Dublin, and Cork, Ireland; Bratislava, Slovakia; Bengaluru, India; Panama City, Panama; and Austin, Texas – USA. Thanks to Dell volunteers, Project Management Skills for Life was also translated into Slovak.

PMIEF was very proud to continue this important partnership in 2016. With the year’s conclusion, 17 Dell project managers have provided training to 549 representatives of 313 global voluntary organizations. In congratulating this dedicated group of Dell employees, Doug Schmitt, President, Dell Support & Deployment and the DVPM Global Executive Sponsor said:

“The Dell Volunteer Project Management initiative is a fantastic opportunity for our team to share project management skills with voluntary organizations which as a result helps all our communities to grow and thrive.”

Plans include the delivery of the DVPM program in São Paulo, Brazil; Montpellier, France; Casablanca, Morocco; New Delhi and Hyderabad, India; and Penang, Malaysia. All of these communities will benefit from the experiences and skillsets shared by committed Dell employees promulgating project management for social good® across the globe.

SCHOLARSHIPS AWARDED DOLLAR VALUE20 16

60Academic $ 175 ,6 14

380Training $ 15 1 , 879

34Professional Development $42 ,402

474TOTAL $369 , 895

9 www.pmief.org 10

Leveraging Project Management for Social GoodAround the Globe

PMIEF is an organization that is inspiring others to give back through project management in their communities around the world. By engaging with diverse volunteers and organizations, PMIEF has developed a global reach – and a global impact.

PMIEF is proud to inspire philanthropy through close relationships with PMI’s global chapters, administration of awards recognizing pro bono project management contributions to charitable organizations, and delivery of grant support to educational and charitable organizations.

This is a sampling of the creative ways that project management philanthropic initiatives are being delivered to people across the map by a selection of PMIEF stakeholders.

PMI Vancouver Island ChapterThe Vancouver Island Chapter partnered with a local nonprofit organization to deliver no-cost project management training to community leaders. The chapter solicits applications for the training program, and uses the Tower Game as an icebreaker before diving into the full training.

PMI Delaware Valley ChapterThe Delaware Valley Chapter has developed a new resource, Managing Life’s Projects, designed to deliver no-cost project management skills to nonprofit organizations. They have delivered their training successfully with the local Habitat for Humanity organization, and shared their materials in the PMIEF Resources Library.

PMI Southwest Ohio ChapterThe Southwest Ohio Chapter has built a successful partnership with the local Deer Park High School, through which chapter volunteers deliver in-depth project management training to secondary school students.

PMI Southern Region Peru ChapterThe Southern Peru Chapter led a program that reached over 1000 students and more than 30 teachers using two PMIEF resources. During the training, students built towers to learn basic PM concepts, and followed up by learning how to develop a work breakdown structure to manage future projects.

PMI Belgium ChapterThe Belgium Chapter has developed a relationship with the VDAB Organization, a Flemish Governmental service to help unemployed people find work. Over 95% of the attendees who started the course completed it, and the no-cost training is now expanded to multiple locations.

PMI Adelaide, Australia ChapterThe Adelaide, Australia Chapter recognized that secondary students can benefit from learning project management training as a life skill, and began delivering sessions. They were recognized as chapter exemplar in the PMI® publication Friday Facts for their success.

PMI Taiwan ChapterWith the support of the PMI Taiwan Chapter, students participated in delivering a “Taste of Culture” project, where the students plan a trivia game that tests knowledge of world culture.

LEGEND PMI Chapter Programs Highlighted

PMI Chapters with Liaisons Destination Imagination and Buck

Institute for Education grant locations

Other Grants Board Member Locations Community Advancement Awardees

Organization: Buck Institute for Education (“BIE”)Initiative: “High-Quality Project-Based Learning”PMI Region Served: All/Global

Organization: Destination Imagination (“DI”)Initiative: “Evaluation of PMIEF-DI Initiative for PM-Rich Student Competitions”PMI Region Served: All/Global

All light blue cou

ntries

represent regions

served by

Destination Imagi

nation and

Buck Institute fo

r Education

INJAZThe grant will integrate project management into INJAZ’s Enterprise Business Challenge to help secondary school students lead entrepreneurial projects.

Junior Achievement Ireland (“JA Ireland”)The grant will scale up a previously funded PMIEF-funded initiative to help secondary school students acquire and apply PM knowledge through their design and delivery of projects, including instructional activities for primary school students.

12

PMI Educational Foundation Leadership Society

PMIEF’s Leadership Society recognizes individuals who have made a generous annual gift of US $1,000 or more.

These wonderful contributors are committed to leveraging project management for social good.

Leadership Society donors bring the benefits of project management to the farthest reaches of the world by supporting academic scholarships for college students and by providing educational resources and training programs for youth, nonprofit/NGOs, teachers, and underemployed or unemployed workers.

Leadership Society members receive the following special recognition and exclusive benefits:

• Invitations to PMIEF receptions held during the PMI Global Conference and PMI Global Congress - EMEA

• Recognition in the PMIEF Annual Report donor list

• Annual recognition in the PMIEF newsletter PM for Social Good® and PMI Today®

• Recognition on the PMIEF virtual donor wall

• Prestigious PMIEF lapel pin symbolizing leadership within the PMI community

• Donor ribbon to wear on PMI conference badges recognizing generous support of the PMIEF

• Exclusive communications and invitations to discussions about new ideas and ways to leverage project management for social good

11 www.pmief.org

PMIEF resources are available in multiple languages at no cost to support professionals who want to share project management skills and knowledge as a life skill with youth and others in the community.

Provides curriculum for introducing primary school students to the fundamentals of project management.

Three independent modules to introduce students to project management through specially designed projects in the areas of Business, Finance, or Marketing.

Created by the PMI Delaware Valley Chapter, this resource provides material for a two day program in the fundamentals of project management and includes a “Train the Trainer” resource for practitioners who are new to training.

Freshly updated in 2016 to provide a more user-friendly experience. Now offered in two versions: one using standard project management terminology, and another using project based learning (PBL) terminology.

A fun and interactive way to introduce project management concepts. The Tower Game has been used successfully for everything from career days with youth to nonprofit/NGO training.

Now available in 10 languages!Provides an introduction to project management for a variety of age groups.

CLASSIC LEARNING RESOURCES IN 2016

Projects from the Future

Project Management

for Career and Technical Education

Managing Life’s Projects

Project Management Toolkit for Teachers®PBL Terminology

PM Terminology

Business

MarketingFinance

The Tower Game

Project Management

Skills for Life®

NEW AND NOTEWORTHY LEARNING RESOURCES IN 2016

PMIEF Education

al

Resources

DIGITAL BADGING FOR YOUTHPMIEF now offers a Project Management Fundamentals digital badge for students aged 12-19. This digital badge provides

students with easily verified evidence of their project management learning, authorized by PMIEF.

Anonymous Gina & Yusuf AbudiCindy & Cary AndersonFrederick ArnoldJeannette BarrKeith BeasleyAnne BishopCadence Management

CorporationCharles CadleSuresh Chandra †Yanping Chen &

J. Davidson FrameClayton Everett DesignMarge Combe*Steven DelGrossoDell, Inc.Michael DePrisco

Bethany DeRuiterJane FarleyJo & Jim FergusonMitchell FongDurable DigitalCornelius FichtnerPeter GassiraroMariu & Walter GinevriGreg GomelKenneth HartleyHewlett Packard EnterpriseTodd HutchisonInternational Institute

for LearningAyodeji IshmaelE. LaVerne JohnsonMark LangleyOlivier Lazar

Pablo Lledo*Giusi Meloni Meta SolutionsDebra Miersma &

David RussellJeanne & Allan* MillsPeter Monkhouse*William MoylanNayna & Suketu* NagrechaAntonio Nieto-RodriguezEric NormanNorman & Norman ConsultingOSP International, LLC Joy Gumz & Frank Parth*Beth Partleton & Vernon ViceEsneda & John PattonVijay PelaproluProject Auditors

Project Management Lab Rita Read*William ScarboroughJen SkrabakJames SnyderEricka & Roberto* ToledoGalen & Natalya TownsonMario Trentim*Kris TroukensUniversity of Management

& Technology Tiziano VillaThomas WalentaValerie Shay Weiss &

Brian Weiss

* 2016 PMIEF Board Member

† Gift made in his memory

13 www.pmief.org 14

US $1 Million+ DonorsMission Partners

Corporate In-Kind Scholarship Donors

US $100,000+ Donors (Endowment)

FORMER PMI DESIGN, PROCUREMENT

CONSTRUCTION SIG

FORMER PMI COLLEGE OF SCHEDULING

FORMER PMI INFORMATION SYSTEMS SIG

PMIEF could not accomplish its work without the generous support of others. PMIEF extends its thanks and appreciation to its donors for their support and would like to give special recognition to the following major donors for their leadership.

Major Donors

US $50,000+ Donors (Endowment)

US $20,000+ Donors (Endowment)

FORMER PMI PROGRAM MANAGEMENT OFFICE SIG

FORMER PMI CONSULTING SIGFORMER PMI COLLEGE OF PERFORMANCE MANAGEMENT

FORMER PMI PHARMACEUTICAL SIG

FORMER PMI OIL, GAS, & PETROCHEMICAL SIG

FORMER PMI LEARNING, EDUCATION, AND DEVELOPMENT SIG

FORMER PMI QUALITY SIG FORMER PMI UTILITY INDUSTRY SIG

ANONYMOUS KENNETH O. HARTLEY

EASTERN IOWA CHAPTER

Corporate Partners

CHEN FRAME FOUNDATION

PMIEF 2016 Donors

15 www.pmief.org 16

Jeannette Barr‡Keith BeasleyAnne BishopCadence Management

Corporation‡Charles Cadle†Suresh Chandra Yanping Chen &

J. Davidson Frame‡Clayton Everett DesignMarge Combe•†Steven DelGrossoDell, Inc.Michael DePrisco†Bethany DeRuiterDurable Digital†Jane FarleyJo & Jim Ferguson‡Mitchell FongCornelius FichtnerPeter Gassiraro†Mariu & Walter GinevriGreg GomelKenneth Hartley ♦Hewlett Packard Enterprise‡Todd Hutchison†International Institute

for Learning‡Ayodeji Ishmael†E. LaVerne Johnson‡Mark Langley‡Olivier Lazar†Pablo Lledo•Giusi Meloni‡Meta SolutionsDebra Miersma &

David Russell ♦Jeanne & Allan• Mills‡Peter Monkhouse•†William Moylan ♦Nayna & Suketu• Nagrecha‡Antonio Nieto-RodriguezEric NormanNorman & Norman ConsultingOSP International, LLC

Joy Gumz & Frank Parth•‡Beth Partleton & Vernon Vice‡Esneda & John PattonVijay PelaproluProject Auditors‡Project Management Lab‡Rita Read•‡William ScarboroughJen SkrabakJames Snyder ♦Ericka & Roberto• Toledo‡Galen & Natalya TownsonMario Trentim•Kris TroukensUniversity of Management

& Technology‡Tiziano Villa‡Thomas WalentaValerie Shay Weiss &

Brian Weiss†

Gifts of US $500 - $999IIL AsiaIIL AustraliaIIL CanadaIIL ChinaIIL Europe (UK)IIL Finland OyIIL FranceIIL GermanyIIL MexicoIIL Middle EastIIL SpainHigh Availability

Storage Systems, Inc.Dorothy McKelvyKatherine Shawver†Shinichi Tasaka†Donna Weber†

Gifts of US $100 - $499Anonymous (2)Rosman Bin Abd Aziz†Jeffrey Adams‡Ghaith Adel

Anand Ahuja†Festus Sunday AkintoyeAhmed AlsoliamanFrank Anbari‡Scott AndersenRussell Archibald‡Maria AstudilloRashid AzizVincent BanasTracy BarelaMargaryta BelichenkoGiorgio Bensa†Bruce Bertram ♦Narendra Bhat‡Utpal BhattacharyaStephen Boliek‡Garfield BowenWalter Bowman ♦Patricia & Michael BranchJohn Briesemeister‡Gerald BujauciusMarcus CanoJinhai CaoMargaret Cartolano†Karen CaseyWilliam ClarkeJames CoileHelen Cooke‡Miguel CornielDale Edward Crandell†Anna Crivici†Zane CrowleyMohammed Shihadi Da’AbisLoren Den HerderSridhar Chakravarthy

Devulapally†Alex DochertyRamabhadra DokkaElisabet Duocastella Pla‡Olatokunbo Durojaiye‡Sally Courtney FehnAlejandro FigueroaAnn FisherElizabeth FleekChristine Foo ♦

Regina Frank†Carolyn FreyRay Frohnhoefer ♦Luis GamaPatricia Garofano†Joan & Lewis GedanskyMegan GenatPranab Swarup GiriDeena Gordon†Andrew Gray†Bruce GreesonSasidhar GunturuDeanna Hanson†Shekar Hariharan†Charles Harmon‡Murtada HassanKristine Hayes Munson‡Reto Viktor HessRomi HoshiChia Hsin HuTimothy IlligSarkis Istefan AlhalabiAkihiro ItoShinji ItoLow Ka SeongUllas KamathAbdirizak Karod†Lee Kwok KeeSusan KingTodd KleinmanJohn Koren‡Caterina La TonaAndrew LakritzArthur Eldridge LaMan‡Michele Lamar-Chamberlin‡Deanna Landers‡Adam LangChen LeDianne LeBlancJohn LeeAlain LeroyChin LiakShouzhen LiuTheresa LuebckeSerge Olivier Luviya LusakuenoNeil Gordon MacDonald†Paul Joseph Mankowski ♦Manjula Priyanthi Marasinghe

Alana MarmoStuart McIntoshAngela Maria Mendez

Concepcion‡Kunihiko Mishima†Yushi NoguchiNatalia ObikhodMitch Mircea Panzar‡Susan ParenteJoy Gumz & Frank Parth•Nagesh RamamurthyKavi Ruben Ramasamy‡Nareshkumar RavisahebMary RawlinsMiguel-Angel Rivera-Adan†Andrew Ross‡Zhiyong RuanMelinda RunnionWilliam RyalsJames Salapatas‡Blanca Santos-RodriguezKarl Schaeffer ♦Bernd SchicktanzChristopher SeymourArlene ShimabukuroBalagangadharaiah

SiddalingaiahRavi Singh‡Jen SkrabakDaryl SteenmanPatrick StevensSalah SulimanDonna SwaimAmar Pradeep SwainEdward TsangPaul Martin Villacorta ChavezDean Wagaman†Frank Walker‡Jin WangYufei WangSarah Warisi†He WenLowell Wille‡Rebecca Winston ♦Zang XiaolingYong XuJoseph Zahn‡Rabab Zawawi

In memory of Andrew Monkhouse Katherine ShawverIn memory of Dan Onu Miguel-Angel Rivera-AdanIn memory of Ray Piper AnonymousIn memory of Jorge Darier Quintanilha Lionan QuintanilhaIn memory of Edward Yue Katherine ShawverIn honor of my parents Sarah Warisi

KEY* Scholarship Endowment• 2016 PMIEF Board Member

† Consecutive donor of 3+ years

‡ Consecutive donor of 5+ years

♦ Consecutive donor of 10+ years

Gifts of US $1 – $99PMIEF is grateful to the 6,173 individuals who made contributions of less than $100 during 2016. While space does not permit us to list all of the names, we extend our sincerest gratitude and appreciation for their support of our mission.

Matching Gifts & Workplace Giving CampaignsBNY Mellon Corporation’s

Community PartnershipIBM Employee Charitable

Contribution CampaignLocal Independent Charities

of America (Combined Federal Campaign)

The Morrison & Foerster Foundation

State Street Matching Gift Program

Honorary & Memorial Gifts In memory of Noria Abdel Wahed Abdel Sayed Ghaith Adel Al-Yabiss In memory of Robert E. Bishop Anne Bishop In memory of Suresh Chandra Charles Cadle Marge Combe• Jane Farley Jo & Jim Ferguson Deanna Landers Debra Miersma &

David Russell Allan Mills Peter Monkhouse• Nayna & Suketu• Nagrecha Frank Parth• Katherine Shawver James SnyderIn memory of Michael Flynn Kate & Otto SchwarzIn honor of HCL Technologies Sasidhar Gunturu

PMI ChaptersPMI Alaska Chapter *PMI Atlanta ChapterPMI Baltimore Chapter*PMI Buffalo ChapterPMI Central Iowa Chapter PMI Chicagoland ChapterPMI Coastal Bend ChapterPMI Columbia River Basin

Chapter *PMI Columbus, GA ChapterPMI Dallas Chapter PMI Delaware Valley ChapterPMI Eastern Iowa Chapter*PMI Great Lakes ChapterPMI Hampton Roads Chapter*PMI Houston Chapter *PMI Kansas City Mid-America

ChapterPMI Keystone ChapterPMI Metropolitan St. Louis

Chapter *PMI Minnesota Chapter*PMI Montana ChapterPMI New York City Chapter*PMI North Carolina Chapter *PMI Northeast Ohio ChapterPMI Northern Alberta ChapterPMI Nova Scotia Chapter *PMI Orange County ChapterPMI Phoenix ChapterPMI Portland ChapterPMI San Diego ChapterPMI Silver Spring, MD ChapterPMI Tampa Bay ChapterPMI Tulsa ChapterPMI Washington, DC Chapter*

Leadership SocietyGifts of US $1,000 and aboveAnonymous‡Gina & Yusuf AbudiCindy & Cary AndersonFrederick Arnold‡

Website Development & Software Costs

Prepaid Expenses

Promises to Give

17 www.pmief.org

PMIEF Global Volunteers Champion Social Good

2016 & 2017 Community Engagement Committee

18

TOTAL REVENUE:US $5,453,023

TOTAL EXPENSES:US $5,420,058

CHANGE IN NET ASSETSNET ASSETS - Beginning of YearNET ASSETS - End of Year

US $32,965US $2,627,939US $2,660,904

CHANGE IN NET ASSETSNET ASSETS - Beginning of YearNET ASSETS - End of Year

US $665,683US $1,962,256US $2,627,939

TOTAL REVENUE:US $5,265,423

TOTAL EXPENSES:US $4,599,740

Programs

2016 Expenses

2015 Expenses

Programs

Fundraising Fundraising

Management & General

Management & General

Financial Statements

Statement of Financial Activities

Statement of Financial Position

US $3,347,980 US $3,347,980US $3,150,855 US $3,150,855TOTAL TOTAL

20162015

Liabilities

Unrestricted

Temporarily Restricted

Permanently Restricted

20162015

522,916

Net Assets:

328,196

37,293

2,586,307

184,901

2,364,314

Investments

Cash and Cash Equivalents

ASSETS LIABILITIES AND NET ASSETS

Gina Abudi, 2016 & 2017 (Chair)Maria Astudillo, 2016 & 2017Gerardo Blitzer, PMP, 2016 & 2017Garfield Bowen, PMP, 2016 & 2017Ramabhadra Dokka, PMI-ACP, PMP, PgMP, 2016 Jane Farley, PMP, 2016 Patricia Garofano, PMI-ACP, PMP, 2016 & 2017

Walter Ginevri, PMP, PgMP, PMI Fellow, 2016 Shekar Hariharan, PMP, 2016 & 2017Ayodeji Ishmael, PMP, 2016 (Chair) & 2017Acilio Marinello, PMP, 2016 Jen Skrabak, PMP, PfMP, 2016 Milan Smigic, PMP, 2016 & 2017

2016 Community A

dvancement Throu

gh

Project Managemen

t Award Judges

Liz Hamburg

CEO, Taproot Foundation

Sabari Raja

CEO/Co-Founder, Nepris, Inc.

Judy Umlas

Sr. Vice President,

International Institute for Learning, Inc.

Rebecca Wang

Sr. Manager Community

Engagement/Corporate Affairs,

Hewlett Packard Enterprise

J. Leroy Ward, PMP, PgMP, PfMP,

Executive Vice President,

International Institute for Learning, Inc.

2016 Scholarships & Awards Judges Frank Anbari, PMPElizabeth Bretschneider, PMPMatthew BurnetteCristiana Coarna, PMPGladys Cooley, PMPTresia Eaves, PMPPatricia Ewanski, PMPHilary HughesRajesh Iyer, PhDAida Kirlin, PMPCraig Kurtz, PMPGinger Levin, PhD, PMP, PgMPTodd Materazzi, PMPMichael McNair, PMPReka Mishra, PMPWilliam Moylan, PhD, PMPNabil NadiBrenda Neale, PMPRobyn Parr, PMPMercedes Petrellis, PMPAshley PowellJennifer Quaglietta, PMPPaula ReidDan RomanDebashree SinhaGreg SmithCheryl TexeiraMario Trentim, PMP Rebecca WinstonJacob Zachariah, PMP

25,277

2,847,200

11,417

367,667

96,419

14,158

659,103

687,076

2,422,460

(420,659) (629,322)

892,947

67% 61%16%

20%

17% 19%

2017 Board of Directors & StaffPMI Educational Foundation Board of DirectorsMarge Combe – Board ChairFrank Parth – Board SecretaryPeter Monkhouse – Board TreasurerRamabhadra DokkaJane FarleyWalter GinevriPablo LledoAllan MillsMario Trentim

PMI Staff working with the PMI Educational FoundationMichael DePrisco – PMIEF Chief Operating Officer,

VP, PMI Global Membership and ChaptersJeannette Barr – PMIEF Executive DirectorMichelle Armstrong – PMIEF Grants ManagerChonnie Blair – PMIEF Programs SupervisorLinda DiDonato – PMIEF Development AdministratorDiane Fromm – PMIEF Programs AdministratorLeena Gupte – PMIEF Programs AdministratorChristine Kane – PMIEF Programs AssociateJill Liebling – PMIEF Development ManagerAlice McDermott – PMIEF Programs AdministratorKendra Modzelewski – PMIEF Programs AdministratorDavid Urias – PMIEF Programs SpecialistDonna Weber – PMIEF Corporate Engagement ManagerKalena Wheeler – PMIEF Programs Associate

© 2016 PMI Educational Foundation. All rights reserved. The Project Management Educational Foundation logo, CAPM, PMP, PgMP, and Project management skills for life are marks of Project Management institute, Inc. All other trademarks, service marks, trade names, trade dress, product names and logos appearing herein are the property of their respective owners. Any rights not expressly granted herein are reserved.

PMIEF is a 501(c) (3) non-profit organization. Contributions are tax-deductible to the full extent allowed by law.

14 Campus BoulevardNewtown Square, PA 19073-3299USA

Tel: +1-610-356-4600 • Fax: +1-610-355-1661

E-mail: pmief@pmi.org www.PMIEF.org

A special thank you to our volunteers and PMIEF Liaisons appointed by PMI Chapters.