Luis BrancoCEO| Business Insight, Consultores de Gestão, LdªCarcavelos, Lisboa, Portugal
If you were a member of the PMI Board and you were aware of the possibility of a conflict of interest in a Chapter, what would you do? Saving Changes...
If you mean the PMI global board, then I'd suggest that they would bring the concern to the Chapter leadership first. If the conflict of interest exists within that Chapter leadership, then going to PMI's Ethics committee would be more appropriate.
Kiron
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1 reply by Luis Branco
Jan 21, 2023 1:42 PM
Luis Branco
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Dear Kiron
Thank you for participating in this reflection and for your opinion.
If I were a Board member and if, by chance, I heard a situation related to the conflict of interest in a PMI Chapter, at the very least I would open an inquiry process (since ethical issues may be involved)
What is the Board's role in disseminating an organization's Principles and Values?
And in ensuring that its members are aligned with the Principles and Values of that organization?
Saving Changes...
Thomas WalentaGlobal Project Economy ExpertHackenheim, Germany
Hi Luis,
would refer the case to operations, via the CEO and President (he is the only one that as to listen to teh Board).
There is staff in charge of Chapter operations and issues, locally and globally. Often these kind of issue are solved without making big noise.
And - as Kiron notes - the Ethics Review Committee might/should receive an ethics complaint from someone who has evidence about the case.
The Board's role is strategic, overseeing operations and representing membership.
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1 reply by Luis Branco
Jan 21, 2023 1:45 PM
Luis Branco
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Dear Thomas
Thank you for participating in this reflection and for your opinion.
What is the Board's role in disseminating an organization's Principles and Values?
And in ensuring that its members are aligned with the Principles and Values of that organization?
Are these issues too "earthly" to be of concern to the Board?
Senior Projects Manager | Field & Marten AssociatesNew Westminster, British Columbia, Canada
Short answer: I would always disclose conflict of interest situations because transparency is key!
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1 reply by Luis Branco
Jan 21, 2023 1:47 PM
Luis Branco
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Dear Rami
Thank you for participating in this reflection and for your opinion.
How would you do that as a member of the Council?
Saving Changes...
Luis BrancoCEO| Business Insight, Consultores de Gestão, LdªCarcavelos, Lisboa, Portugal
Jan 21, 2023 7:52 AM
Replying to Kiron Bondale
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Luis -
If you mean the PMI global board, then I'd suggest that they would bring the concern to the Chapter leadership first. If the conflict of interest exists within that Chapter leadership, then going to PMI's Ethics committee would be more appropriate.
Kiron
Dear Kiron
Thank you for participating in this reflection and for your opinion.
If I were a Board member and if, by chance, I heard a situation related to the conflict of interest in a PMI Chapter, at the very least I would open an inquiry process (since ethical issues may be involved)
What is the Board's role in disseminating an organization's Principles and Values?
And in ensuring that its members are aligned with the Principles and Values of that organization?
...
1 reply by Kiron Bondale
Jan 22, 2023 8:44 AM
Kiron Bondale
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My understanding of the Code of Ethics is that if any of us become aware of a situation involving PMI members and/or certificate holders which breaks the Code, we are required to report it. As such, if the Board member was aware of something happening in a given Chapter, they would be obliged to report it through the normal channels. This likely wouldn't be an item for discussion at a Board meeting but the Ethics committee would investigate once they were informed.
Kiron
Saving Changes...
Luis BrancoCEO| Business Insight, Consultores de Gestão, LdªCarcavelos, Lisboa, Portugal
Jan 21, 2023 11:48 AM
Replying to Thomas Walenta
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Hi Luis,
would refer the case to operations, via the CEO and President (he is the only one that as to listen to teh Board).
There is staff in charge of Chapter operations and issues, locally and globally. Often these kind of issue are solved without making big noise.
And - as Kiron notes - the Ethics Review Committee might/should receive an ethics complaint from someone who has evidence about the case.
The Board's role is strategic, overseeing operations and representing membership.
Dear Thomas
Thank you for participating in this reflection and for your opinion.
What is the Board's role in disseminating an organization's Principles and Values?
And in ensuring that its members are aligned with the Principles and Values of that organization?
Are these issues too "earthly" to be of concern to the Board? Saving Changes...
Luis BrancoCEO| Business Insight, Consultores de Gestão, LdªCarcavelos, Lisboa, Portugal
Jan 21, 2023 1:11 PM
Replying to Rami Kaibni
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Short answer: I would always disclose conflict of interest situations because transparency is key!
Dear Rami
Thank you for participating in this reflection and for your opinion.
How would you do that as a member of the Council?
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1 reply by Rami Kaibni
Jan 22, 2023 11:20 AM
Rami Kaibni
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Luis
I think Thomas and Kiron covers this pretty well and I agree with them but I have a question for you: What prompted you to ask this question? Is it something that happened with you?
Dear Kiron
Thank you for participating in this reflection and for your opinion.
If I were a Board member and if, by chance, I heard a situation related to the conflict of interest in a PMI Chapter, at the very least I would open an inquiry process (since ethical issues may be involved)
What is the Board's role in disseminating an organization's Principles and Values?
And in ensuring that its members are aligned with the Principles and Values of that organization?
My understanding of the Code of Ethics is that if any of us become aware of a situation involving PMI members and/or certificate holders which breaks the Code, we are required to report it. As such, if the Board member was aware of something happening in a given Chapter, they would be obliged to report it through the normal channels. This likely wouldn't be an item for discussion at a Board meeting but the Ethics committee would investigate once they were informed.
Kiron
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2 replies by Luis Branco and Thomas Walenta
Jan 22, 2023 9:16 AM
Luis Branco
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Dear Kiron
Thank you for your opinion
One thing is a duty to do, another thing is being able to do it and another thing is actually doing it.
Gone are the days when PMI valued (at the Board level) the Code of Ethics and the Values that sustain this organization
Today, questions related to organizational culture are referred to the Ethics Committee (with particular reference to the Principles)
Jan 22, 2023 9:56 AM
Thomas Walenta
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Hi Kiron,
correctly stated.
Just to put it into reality, and I sat on the Board for 6 years and on the Ethics Review Committee for another 6 years, being aware of a breach is not enough to issue an ethics complaint. You also have to show substantial evidence and possibly witnesses, which is regularly available thru first hand experience and involvement in the breach.
The code provision 2.3.4 says 'we only file ethics complaints when they are substantiated by facts'.
Those who have this experience and are making the Board member (or whomever) aware, escalating a local issue have the duty to file a complaint (2.3.3) and should not hide behind an escalation.
Thomas
Saving Changes...
Luis BrancoCEO| Business Insight, Consultores de Gestão, LdªCarcavelos, Lisboa, Portugal
Jan 22, 2023 8:44 AM
Replying to Kiron Bondale
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My understanding of the Code of Ethics is that if any of us become aware of a situation involving PMI members and/or certificate holders which breaks the Code, we are required to report it. As such, if the Board member was aware of something happening in a given Chapter, they would be obliged to report it through the normal channels. This likely wouldn't be an item for discussion at a Board meeting but the Ethics committee would investigate once they were informed.
Kiron
Dear Kiron
Thank you for your opinion
One thing is a duty to do, another thing is being able to do it and another thing is actually doing it.
Gone are the days when PMI valued (at the Board level) the Code of Ethics and the Values that sustain this organization
Today, questions related to organizational culture are referred to the Ethics Committee (with particular reference to the Principles)
...
1 reply by Thomas Walenta
Jan 22, 2023 10:05 AM
Thomas Walenta
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Luis,
rest assured PMI and Board continues to value the PMI Code of Ethics.
Bringing forward such unsubstantiated claims in itself may constitute a breach of the code. See 5.3.1 in the Code, for example. ('we do not engage in or condone behavior that is designed to deceive others, ... making misleading or false statements ...').
As I said before, I can understand your feelings about the changes PMI and the Board have made to strategy, all of which takes into account the changing reality in project management. Changes are hard to swallow if not communicated well. But there is also the duty for the recipients to try to understand and accept or engage at the appropriate level (or leave).
Thomas
Saving Changes...
Thomas WalentaGlobal Project Economy ExpertHackenheim, Germany
Jan 22, 2023 8:44 AM
Replying to Kiron Bondale
...
My understanding of the Code of Ethics is that if any of us become aware of a situation involving PMI members and/or certificate holders which breaks the Code, we are required to report it. As such, if the Board member was aware of something happening in a given Chapter, they would be obliged to report it through the normal channels. This likely wouldn't be an item for discussion at a Board meeting but the Ethics committee would investigate once they were informed.
Kiron
Hi Kiron,
correctly stated.
Just to put it into reality, and I sat on the Board for 6 years and on the Ethics Review Committee for another 6 years, being aware of a breach is not enough to issue an ethics complaint. You also have to show substantial evidence and possibly witnesses, which is regularly available thru first hand experience and involvement in the breach.
The code provision 2.3.4 says 'we only file ethics complaints when they are substantiated by facts'.
Those who have this experience and are making the Board member (or whomever) aware, escalating a local issue have the duty to file a complaint (2.3.3) and should not hide behind an escalation.
Thomas Saving Changes...
Thomas WalentaGlobal Project Economy ExpertHackenheim, Germany
Jan 22, 2023 9:16 AM
Replying to Luis Branco
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Dear Kiron
Thank you for your opinion
One thing is a duty to do, another thing is being able to do it and another thing is actually doing it.
Gone are the days when PMI valued (at the Board level) the Code of Ethics and the Values that sustain this organization
Today, questions related to organizational culture are referred to the Ethics Committee (with particular reference to the Principles)
Luis,
rest assured PMI and Board continues to value the PMI Code of Ethics.
Bringing forward such unsubstantiated claims in itself may constitute a breach of the code. See 5.3.1 in the Code, for example. ('we do not engage in or condone behavior that is designed to deceive others, ... making misleading or false statements ...').
As I said before, I can understand your feelings about the changes PMI and the Board have made to strategy, all of which takes into account the changing reality in project management. Changes are hard to swallow if not communicated well. But there is also the duty for the recipients to try to understand and accept or engage at the appropriate level (or leave).
Thomas
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3 replies by Luis Branco
Jan 22, 2023 1:17 PM
Luis Branco
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Dear Thomas
This my question is more related to a question I asked here in this forum:
"Context: Elections for a PMI Chapter A member of the Board of Directors of a PMI Chapter intends to apply for the same position in which he served.
This person, mentioned above, organizes a Chapter event, during the election period, in which he is the main speaker.
Invites all PMI Chapter members to the event via the Chapter email.
In your opinion, does this person violate the PMI election rules?
How do you consider this behavior from an ethical point of view?"
Than with the 2021-2025 strategic plan or with the changes that are taking place in the PMI
Jan 22, 2023 1:37 PM
Luis Branco
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Dear Thomas
As you have extensive experience in this matter, it occurred to me to listen to your opinion
You refer the matter to the Ethics Committee (through a formal complaint) instead of considering this topic as part of the organizational culture (Principles and values)
Incidentally, I'd like to note the situation: "The PMI Board opens an investigation into this matter"
Matter to be investigated: Some members of the Board of Directors of the PMI Chapters take advantage of the fact that they belong to the Board to make electoral campaign during the electoral (promoting chapter initiatives in which they are the main protagonists) with the objective of being re-elected
On the other hand, could it be a current practice and tolerated by the PMI culture and, therefore, it does not make any sense to investigate this(these) situation(s)?
Jan 22, 2023 2:29 PM
Luis Branco
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Dear thomas Just out of curiosity The Board is elected by the members, or am I wrong?
It is supposedly mandated to represent the members, or am I mistaken?
Are you running for elections defending a certain electoral program, or am I wrong?
There may be people running for Board positions with different electoral programs, or am I wrong?