ROLE DESCRIPTION: Elected or appointed volunteer responsible for addressing the needs of Chapter membership, including membership recruitment, retention, and associated value delivery in accordance with Chapter policies and bylaws.

Estimated Volunteer Hours per Month: 15–25



Develop and implement a Chapter membership plan that ensures continued growth through proactive recruiting, retention and member engagement, including the establishment of measurable goals and the monitoring of success metrics for appropriate action

Develop and implement a Community Outreach Plan including commercial, not-for-profit and other professional associations about membership

Customer Service

  • Answer general member/non-member information inquiries and other requests for assistance with membership and its benefits
  • Prepare and update New and Returning member engagement letters
  • Support and attend Annual General Meeting and all Chapter meetings as appropriate


Primary user of the Membership Data in the Chapter Reporting System (CRS) for Data Analysis and Reporting

  • Maintain the membership records of the Chapter
  • Provide communication list/member updates to officers as requested
  • Coordinate the production and distribution of timely membership reports, such as monthly membership reports by demographics (city, state, age, industry, etc.)


Market Research

  • Review and analyze member satisfaction survey data and enhance membership benefits
  • Develop and administer lapsed (non-renewal) member survey
  • Analyze and integrate survey feedback for inclusion in the strategic/operational planning


Marketing and Member Engagement:

  • Coordinate Membership Appreciation Day event with the support from the Board
  • Develop and implement membership welcome and support plan including the promotion of PMI and Chapter membership value
  • Develop and implement a rewards and recognition program plan to recognize member milestones (such as anniversaries or awards)


Develop and oversee leadership succession planning and ensure a smooth transition.



  • Data Analysis & Reporting
  • Marketing Skills
  • Proficient use of Survey Tools/Market Research/Demographic Research
  • Proficiency in using PMI Chapter Reporting System (CRS)



  • Persuasion/Motivation Skills
  • Public Speaking/Presentation Skills
  • Skilled in Strategic Planning and Process Execution