UNDERSTANDING THE CHAPTER LEADER ORIENTATION (CLO) REQUIREMENT
PMI believes so deeply that orientation is an essential step for new chapter leaders to be successful in their roles that we have associated the completion of Chapter Leader Orientation (CLO) to your status in the Volunteer Engagement Platform (VEP) and is required for your chapter to be eligible to receive funds through the Chapter Support Reimbursement Program.
Chapter System/Volunteer Engagement Platform Status
When the Chapter President adds new officers via the Officers Page in VEP, their status will show as Onboarding and will activate the assignment of CLO courses based on your role group and start date of your term. It will also trigger the assignment of agreement forms to be signed via Docusign. When you complete the assigned courses and signatures, your status will change to Current, and your role will be officially registered with PMI and reflected in VEP.
If you are still in Onboarding when your term ends, your status will change to Incomplete, and your role will not be reflected in VEP.
Certificates of Volunteer Appreciation sent by PMI on International Volunteer Day each December are sent only to volunteers in VEP with a Current status.
Chapter Support Reimbursement Program
All chapter leaders in the CS must be in Current status for your chapter to be eligible to receive funds through the Chapter Support Reimbursement Program.
NOTE: In 2026, CLO is not affiliated with the Leadership Institute Travel Grant.
Questions & Answers About CLO
Who needs to complete assigned CLO courses?
- To be eligible for the Chapter Support Reimbursement Program, the Chapter must have all chapter officers who started their term on or before 14 May must have their status marked as 'Current' (Onboarding Completed) by 14 November.
- Docusign forms also must be completed by this time.
Which CLO courses are required?
- All assigned courses must be completed.
- A chapter leader must complete a course only once.
- If you move to a new role, you may be assigned an additional course.
How will I access required courses?
- Courses will be assigned to you automatically when your name is added to the Chapter System.
- Courses will appear in your MyPMI dashboard under My Courses; all CLO titles begin with “CLO.”
How can I check which courses I have completed and if I have completed the onboarding?
- In your MyPMI dashboard under My Courses, courses are categorized by In Progress and Completed.
- You may also review the onboarding steps associated with your role from your “My Activity” page in VEP.
- Chapter Presidents will be able to confirm completed courses for their chapter officers by navigating to the Chapter Officer’s Page in VEP.
When do CLO courses have to be completed?
- To be eligible for the Chapter Support Reimbursement Program, all chapter officers who started their term on or before 14 May must have their status marked as 'Current' (onboarding completed) by 14 November.
- Docusign forms also must be completed by this time.
Do I have to take required courses more than once?
- No.
- If you take a new role, the system will recognize the courses you have already completed. You may be assigned new courses associated with your new role.
What happens if I do not complete the required CLO courses?
- Your VEP status will be Onboarding while you are in your role and will not change to Current. Your role will not be officially recognized by PMI. Further, you will not receive a Certificate of Volunteer Appreciation as these certificates are sent by PMI on International Volunteer Day each December to volunteers in VEP with a Current status.
- You may jeopardize your chapter’s ability to be eligible for the Chapter Support Reimbursement Program.
- Your VEP status will change to Incomplete upon the completion of your role will not be officially recognized by PMI.