Chapter Partnership Evaluation

Chapter Partnership Evaluation

Please fill out the following form with information about the partnership to the best of your ability. Refer to the PMI Chapter Partnerships Framework for assistance when filling out the evaluation criteria. Additionally, you may include any other comments or information at the bottom of the form.

While this form can be used to help evaluate a partnership, please note that other factors outside of this form may be considered to make a decision on the partnership. An email copy of this form with all data and the score summation will be sent to the email provided upon submission.

Chapter Name*

(i.e. name of PMI Chapter)

Select or enter value

Partner*

(i.e. name of partner)

Partner Type*

(refer to slide 10 to determine partner type)

Select

Primary Owner*

(i.e. PMI Chapter Leader name and/or role)

Primary Owner Email*

(i.e. PMI Chapter Leader email)

Partnership Purpose*

(refer to slide 9 to determine purpose)

Select

Anticipated Impact*

(insert a 1-2 sentence description of the anticipated impact of the partnership – including specific outcomes, as appropriate)

1. Strategic Alignment*

(i.e. alignment to the PMI:Next strategy)

Select

2. Risk Exposure*

(i.e. potential likelihood and impact of a reputational, financial, and/or geopolitical risk or conflict of interest to the PMI Chapter and/or PMI brand brought on by the partnership)

Select

3. Partner Reach*

(i.e. authority and influence the partner has in the relevant ecosystem)

Select

4. Will This Partnership Be Revenue-Generating?*

Select

4a. Potential Revenue and/or Resources for the Chapter*

Select from 1-5 with 1 being minimal potential revenue and/or resources and 5 being significant potential revenue and/or resources.

Select

4b. Potential Conversion for the Chapter*

(i.e. likelihood of moving an individual toward action)

Select

5. Anticipated Financial Investment by Chapter*

(i.e. financial investment required by the PMI Chapter -- reflecting products, services, and/or resources)

Select

6. Anticipated Capacity Investment by Chapter*

(i.e. amount of time needed by PMI Chapter leaders and/or members to broker and manage the relationship)

Select

Additional Comments

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