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There is important context missing from the question. Which rules are the specific concern?
An incumbent applying for their same position is not unusual, nor is someone in a leadership role organizing an event and using the organization's email to invite members to attend, provided there is no professional conflict of interest. Is the concern that the event is for personal promotion rather than serving the goals of PMI? ...
1 reply by Luis Branco
Jan 09, 2023 2:52 PM
Luis Branco
...
Dear Keith
Thank you for your opinion on this matter. I also think it's normal for a member of a Board of Directors of a PMI Chapter to run for the same position he held in the term that is ending What I don't think is normal is that, during the election period, that person uses the Chapter's resources (databases of members) to hold an event. That person is a Chapter Vice President for Education. Called an event on what has changed (rather said what will change) in the CAPM certification exam Could she have organized this event after being elected (if she had been elected)? Why did this person do it during the election period?
Luis, it smells.
To further analyse, which election rules apply? Chapter has any? Do they prohibit electioneering? Can you show a violation happened or are the rules ambigious? Is this Board member aware of this Conflict of Interest (if there is one)? If not, did you make him/her aware? Is there a provision to complain on Chapter level? If yes, did you do it? If yes, why not open a complaint to PMI ERC? https://www.pmi.org/about/ethics/complaints Thomas ...
1 reply by Luis Branco
Jan 09, 2023 3:08 PM
Luis Branco
...
Dear Thomas
Thank you for your comments regarding this topic. As you know better than I do, a chapter's bylaws must align with PMI's bylaws. It is current practice, before a Chapter is authorized, that the bylaws are submitted to PMI for approval. Does the PMI election policy prevent campaigning during the election period? You certainly know how to answer this question better than I do Does the member of the Chapter Board know the electoral regulations? If that person doesn't know, he should know In this chapter, last year, elections were held for the Presidency and for two Vice Presidencies. They did exactly the same thing This behavior was reported to the Executive Leadership Team, the Board of Directors and the Regional Managing Directors What did you do to remedy this situation? NOTHING! Absolutely nothing Jan 09, 2023 1:45 PM
Replying to Keith Novak
...
There is important context missing from the question. Which rules are the specific concern?
An incumbent applying for their same position is not unusual, nor is someone in a leadership role organizing an event and using the organization's email to invite members to attend, provided there is no professional conflict of interest. Is the concern that the event is for personal promotion rather than serving the goals of PMI? Thank you for your opinion on this matter. I also think it's normal for a member of a Board of Directors of a PMI Chapter to run for the same position he held in the term that is ending What I don't think is normal is that, during the election period, that person uses the Chapter's resources (databases of members) to hold an event. That person is a Chapter Vice President for Education. Called an event on what has changed (rather said what will change) in the CAPM certification exam Could she have organized this event after being elected (if she had been elected)? Why did this person do it during the election period? Jan 09, 2023 2:33 PM
Replying to Thomas Walenta
...
Luis, it smells.
To further analyse, which election rules apply? Chapter has any? Do they prohibit electioneering? Can you show a violation happened or are the rules ambigious? Is this Board member aware of this Conflict of Interest (if there is one)? If not, did you make him/her aware? Is there a provision to complain on Chapter level? If yes, did you do it? If yes, why not open a complaint to PMI ERC? https://www.pmi.org/about/ethics/complaints Thomas Thank you for your comments regarding this topic. As you know better than I do, a chapter's bylaws must align with PMI's bylaws. It is current practice, before a Chapter is authorized, that the bylaws are submitted to PMI for approval. Does the PMI election policy prevent campaigning during the election period? You certainly know how to answer this question better than I do Does the member of the Chapter Board know the electoral regulations? If that person doesn't know, he should know In this chapter, last year, elections were held for the Presidency and for two Vice Presidencies. They did exactly the same thing This behavior was reported to the Executive Leadership Team, the Board of Directors and the Regional Managing Directors What did you do to remedy this situation? NOTHING! Absolutely nothing ...
1 reply by Thomas Walenta
Jan 10, 2023 3:58 AM
Thomas Walenta
...
Hi Luis,
if nothing happened, it might have been the wrong channel or the message was not conclusive to the recipient. I showed you what I saw having effects: after trying local resolution (Chapter level, regional PMI level), an ethics complaint to the ERC or a grievance complaint to the CEO (www.pmi.org/-/media/pmi/documents/public/pdf/governance/grievance-policy.pdf will get attention and reaction. Writing to the Board will get you a reply, but probably a referral to PMI leadership, as such a complaint is operational in nature. They will involve regional Chapter support, if they see a case. According to the Code of Ethics, it is our duty to inform ourselves about the rules and processes. It is our duty to report ethical violations. Regarding election rules in PMI Bylaws, they refer to PMI Board only. Chapter Bylaws should contain similar provisions but are build primarily on local law, hence there are differences and there is no guarantee a PMI audit will ensue alignment. Thomas
Luis -
While this might be okay by the Chapter bylaws, if it creates the perception of a conflict of interest, that is sufficient to pursue an investigation. Chapter officers are expected to model a higher standard of behavior. If the chapter and regional leaders are unwilling to hold a proper investigation, PMI's own ethics committee should be contacted. This scenario concerns me on two levels: 1. The officer is in charge of the education portfolio and is marketing his own presentation. Even if the presentation generates zero revenue for the officer, this calls into question the qualification process for presenters. For example, had there been other speakers who were interested in presenting at that event, was there a fair competition? 2. During an election period, any overt or subtle use of Chapter resources to promote oneself if one is candidate shouldn't be permitted. Kiron ...
1 reply by Luis Branco
Jan 10, 2023 3:40 AM
Luis Branco
...
Dear Kiron
Thank you for your comments regarding this topic. We fully agree with: "Chapter officers are expected to model a higher standard of behavior" Not only the Chapter officers but all PMI members. This situation was not reported to the PMI Ethics Committee, although PMI leaders are aware of it. For me, in organizations, the culture (the Principles and Values and the Behavior Standards) is more important than the Institutional Bodies. The Institutional Bodies will certainly guide their actions in accordance with the organizational culture
Luis
I think Kiron nailed it with his response. I do tend to agree with his two scenarios presented. RK ...
1 reply by Luis Branco
Jan 10, 2023 3:41 AM
Luis Branco
...
Dear Rami
Thank you for your comments regarding this topic. Jan 09, 2023 3:55 PM
Replying to Kiron Bondale
...
Luis -
While this might be okay by the Chapter bylaws, if it creates the perception of a conflict of interest, that is sufficient to pursue an investigation. Chapter officers are expected to model a higher standard of behavior. If the chapter and regional leaders are unwilling to hold a proper investigation, PMI's own ethics committee should be contacted. This scenario concerns me on two levels: 1. The officer is in charge of the education portfolio and is marketing his own presentation. Even if the presentation generates zero revenue for the officer, this calls into question the qualification process for presenters. For example, had there been other speakers who were interested in presenting at that event, was there a fair competition? 2. During an election period, any overt or subtle use of Chapter resources to promote oneself if one is candidate shouldn't be permitted. Kiron Thank you for your comments regarding this topic. We fully agree with: "Chapter officers are expected to model a higher standard of behavior" Not only the Chapter officers but all PMI members. This situation was not reported to the PMI Ethics Committee, although PMI leaders are aware of it. For me, in organizations, the culture (the Principles and Values and the Behavior Standards) is more important than the Institutional Bodies. The Institutional Bodies will certainly guide their actions in accordance with the organizational culture Jan 09, 2023 7:01 PM
Replying to Rami Kaibni
...
Luis
I think Kiron nailed it with his response. I do tend to agree with his two scenarios presented. RK Thank you for your comments regarding this topic. Jan 09, 2023 3:08 PM
Replying to Luis Branco
...
Dear Thomas
Thank you for your comments regarding this topic. As you know better than I do, a chapter's bylaws must align with PMI's bylaws. It is current practice, before a Chapter is authorized, that the bylaws are submitted to PMI for approval. Does the PMI election policy prevent campaigning during the election period? You certainly know how to answer this question better than I do Does the member of the Chapter Board know the electoral regulations? If that person doesn't know, he should know In this chapter, last year, elections were held for the Presidency and for two Vice Presidencies. They did exactly the same thing This behavior was reported to the Executive Leadership Team, the Board of Directors and the Regional Managing Directors What did you do to remedy this situation? NOTHING! Absolutely nothing if nothing happened, it might have been the wrong channel or the message was not conclusive to the recipient. I showed you what I saw having effects: after trying local resolution (Chapter level, regional PMI level), an ethics complaint to the ERC or a grievance complaint to the CEO (www.pmi.org/-/media/pmi/documents/public/pdf/governance/grievance-policy.pdf will get attention and reaction. Writing to the Board will get you a reply, but probably a referral to PMI leadership, as such a complaint is operational in nature. They will involve regional Chapter support, if they see a case. According to the Code of Ethics, it is our duty to inform ourselves about the rules and processes. It is our duty to report ethical violations. Regarding election rules in PMI Bylaws, they refer to PMI Board only. Chapter Bylaws should contain similar provisions but are build primarily on local law, hence there are differences and there is no guarantee a PMI audit will ensue alignment. Thomas ...
1 reply by Luis Branco
Jan 10, 2023 7:33 AM
Luis Branco
...
Dear Thomas
Thank you for your comment For me, in organizations, the Culture (the Principles and Values and the Behavior Standards) is more important than the Institutional Bodies. The Institutional Bodies will certainly guide their actions in accordance with the organizational Culture By the way. I joined the PMI in 2011, at the height of the subprime crisis and as a result of the Code of Ethics and Conduct At the end of these years, what can I see? Jan 10, 2023 3:58 AM
Replying to Thomas Walenta
...
Hi Luis,
if nothing happened, it might have been the wrong channel or the message was not conclusive to the recipient. I showed you what I saw having effects: after trying local resolution (Chapter level, regional PMI level), an ethics complaint to the ERC or a grievance complaint to the CEO (www.pmi.org/-/media/pmi/documents/public/pdf/governance/grievance-policy.pdf will get attention and reaction. Writing to the Board will get you a reply, but probably a referral to PMI leadership, as such a complaint is operational in nature. They will involve regional Chapter support, if they see a case. According to the Code of Ethics, it is our duty to inform ourselves about the rules and processes. It is our duty to report ethical violations. Regarding election rules in PMI Bylaws, they refer to PMI Board only. Chapter Bylaws should contain similar provisions but are build primarily on local law, hence there are differences and there is no guarantee a PMI audit will ensue alignment. Thomas Thank you for your comment For me, in organizations, the Culture (the Principles and Values and the Behavior Standards) is more important than the Institutional Bodies. The Institutional Bodies will certainly guide their actions in accordance with the organizational Culture By the way. I joined the PMI in 2011, at the height of the subprime crisis and as a result of the Code of Ethics and Conduct At the end of these years, what can I see?
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