PMInsight

ThoughtSpot

Updated Membership and Certification Liveboards now available
The Chapter Membership and Certification liveboards have been updated to improve data integrity. Please start utilizing both which have (UPDATED) next to their titles. All previous versions of membership and certification liveboards or answers derived from them will no longer be updated and need to be recreated using the updated liveboards.

2024 Chapter Member Satisfaction Survey results are now also available in the Chapter Survey and Chapter Survey Regions liveboards.

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    ThoughtSpot Roadmap

    Data Available:

    • Chapter Membership: New PMI Membership Model filter, Including New and Active Member Data, Expirations, Renewals, and Non-Renewals.
    • Prospective Member Detail: New Members in Last 60 days, Non-Chapter Member, New and Renewed Credentialed Holders and more.
    • Certification: Active Chapter Members with Certification, New Active Certification per Active Chapter Member, All Certification Types, PDUs needed & PDUs approved and alignment to the Talent Triangle.
    • Chapter Membership Satisfaction Survey: 2019-2024 Survey Results Available.
    • Regional Survey Data Results: 2019-2024 Chapter Membership Satisfaction Survey Results sorted by regions.
    • Financial Reports: Chapter Payment Summary, Chapter Payment by Subgroups, Dues Details, and more.
    • Volunteer Reports: VEP Chapter Opportunities and Applications and VEP Chapter Members Service History.
    • New PMI Membership Model: Filter that shows data pertaining only to members signed up under the new PMI membership model (Membership/Certification).

    Data Scheduled/In Consideration:
    (Please note these are early considerations and may not end up getting committed)

    • PDU Reporting (Chapter level)

    If there are additional reports you would like to see, please send an email to [email protected] with the subject line “New Report Request”. Please be sure to include some details as to why the report should be considered and how it may be beneficial to you and other chapters. All requests will be reviewed in accordance with PMI data governance policy and strategic objectives before being potentially prioritized.

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    Resources & Training

    Resources

    Updated Data Mapping for Chapter Membership and Certification Liveboards

    Updated Data Dictionary for Chapter Membership and Certification Liveboards

    Training Slides: See this training slides to reacquaint yourself with the PMI membership data and how to begin analysing the data using the tool’s capabilities.

    ThoughtSpot Overview: These are the slides that PMI presented during each training session.

    Data Dictionary: If you are an advanced data user, you can use this document to support your exploration of the data with an increased awareness and understanding of what the data is intended to show you.

    Frequently Asked Questions: You can use this document to look for answers to some of most frequently asked questions.

    Regional Analysts List: These volunteers and staff members participated in a ThoughtSpot facilitated training which has given them an in depth view of the tool’s analysis capabilities and thus, they can support you with questions in your local time zone. As a reminder, both Regional Analysts and yourselves are able to submit your questions, comments or concerns to [email protected].

    Feedback Form link: Please use this form to share your questions and feedback on the ThoughtSpot platform. We know you will have feedback, whether it be constructive, bad, good or indifferent we want to hear it.

    ThoughtSpot University: ThoughtSpot has developed their own extensive learning library to which you may refer, you will want to focus on the ‘Business User’ learning path. You may access this learning library by navigating to https://training.thoughtspot.com/.

    Get Involved with Report Refinement Efforts

    If you have a desire to get involved and support the ThoughtSpot project team by refining other future reports like the Certification PDUs needed vs approved, and Financial and Volunteer Reports, amongst other upcoming reports, please feel free to sign up by completing this form.

    Training Overview

    Chapter Survey Regions Overview
    Access Passcode: Vrm5L#03

    PDUs Report Overview
    Access Passcode: 3R6+S.6*

    Financial Reports Training
    Access Passcode: wz+v!1G8

    VEP Chapter Opportunities and Applications Training
    Access Passcode: A&4&6.b3

    VEP Chapter Member Service History
    Access Passcode: 5afk!w^g

    Tutorials

    ThoughtSpot Basics
     Login to ThoughtSpot
    How to Save a Report
    Set Up Email (Push) Notifications (Example: New Chapters Members, but can be applied to any liveboard/report)

    Prospective Members
     Find Prospective Members

    Member Engagement
    Find and Thank Your Chapter Member Renewals
    Find and Welcome New Chapter Members
    Find and Recognize Chapter Members Anniversaries/Tenure
    Find data pertaining to those joining under the New Membership Model

    Additional Tutorials
    How to find Non-Renewals in the last 24 months or any other time period
    How to add Chapter name to tabs in Chapter Payments Report where they are not present
    How to add additional data points/columns in reports
    How to Add Location Data to the Active Member List
    How to modify the time period for viewing new certifications
    How to create and modify graphs in ThoughtSpot

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    Granting Access to ThoughtSpot

    Access to ThoughtSpot is granted through Single Sign On (SSO) with the existing permissions structure in alignment with the Officers section in VEP. This can be accessed through the new Chapter System (by scrolling to the bottom and clicking on the Manage Officers button), as well as the VEP directly. We are encouraging Chapter Presidents to look closely at the permissions for each officer listed in the Officers section. If the officer has the checkbox indicating access to ThoughtSpot they will have access to the data in ThoughtSpot. If there is no desire for this officer to have access to the data within ThoughtSpot, we kindly ask for you to deselect this checkbox. Discussions with the board about the removal of the officer’s permissions and the transparent communication to the officer might be necessary.

    Any officer who will be granted permission to access the membership information in ThoughtSpot should be made aware of Section 6 in the Policy Manual for PMI Chapters, which details the Chapter Use of PMI Membership and Data. These officers should read and agree to abide by the policies outlined in this section to ensure the security of their membership’s Personable Identifiable Information (PII). We do encourage the chapter’s policies to limit the number of officers with access to PII to a few with collaboration with those officers who do not have permission to access this data.

    Officers
    Add Chapter Officers
    Step 2 Role Details
    Step 3 Permissions
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    Contact Us

    For ThoughtSpot questions- please reach out to your regional staff. They are most familiar with your specific chapter data needs! Your regional contacts can be found here.

    For additional questions & support - email: [email protected]

    For feedback, please submit to us directly via the ThoughtSpot Feedback Form