Guest and membership protocol
Members are senior leaders with 15–25+ years of experience leading teams that manage a large volume of projects, are currently implementing portfolio management techniques in their organization, are running a project office, or are investigating setting up a project and portfolio management organization, as well as rising leaders with 10–15 years of experience who demonstrate strong potential, professional stewardship, and community-mindedness. Exceptions may be considered for individuals with comparable experience or leadership responsibilities, subject to Board approval.
Any member may invite guests to a PPLF event with no further obligation. As a courtesy, please notify the event organizer so access and other logistics can be arranged.
Potential new members should attend a meeting as a guest first. If there seems to be a good fit, the sponsor should send a short email to PPLF's email address below with the person’s name, job title, organization, and an explanation of fit. This email will be forwarded to the board for comment and approval, typically within a week.
New members will be introduced by email to the entire group, added to the membership database, and given access to the electronic archives. (Sorry, the member Ferrari is in the shop for repairs.)
Information sharing
All sharing of info is voluntary.
Sharer should identify any confidential shared info as such.
Shared info will not be distributed beyond the group membership, unless specified otherwise by sharer.
If anyone is not comfortable receiving info on a topic due to competitive concerns, they should speak up when the idea is introduced and ask that the info not be distributed.
Digital archives
We maintain an archive of presentations from quarterly meetings, as well as video recordings when available. Members are welcome to refer to these.
We attempt to interview and publish profiles of all PPLF members. When a profile is ready, it is emailed to the distribution list and also archived on our Google Drive. A membership directory is in the same place. It is updated approximately once a year.
Both of these archives are available to members via the PPLF website (url below), but only if you have permissions to access the underlying folders on Google Drive. Permissions are updated when you join PPLF, but if you have difficulty with access, send email to the address at the end of this document.
Please do not share archived content outside of PPLF since some of it may be confidential.
Governance
PPLF is a lean group. We have a volunteer board of directors and a charter document that defines why we exist and how we operate. Everything else is in this document.
We love volunteers! Please offer your ideas and talents. Ideas: join the board, convene a special event (social gathering or birds of a feather discussion), interview a member and write a profile, improve the website, oversee an update of the membership directory, or mentor another member. We have the following formal volunteer roles, and there is always room for members to contribute in their own way: convenor, board member at large, organization liaison, communicator, systems administrator, new member liaison, profiler writer, programs team member, facilitation team member, and activity host..
Please contact the email address at the end of this doc if you have questions, concerns, or ideas. You can also contact Jeff Oltmann (email below), who is the convenor of PPLF.
Website: www.pplforum.org.
PPLF email address: redacted. Use this address to reach an administrator or if you want something forwarded to the entire group.
Convenor: Jeff Oltmann, email address redacted.
PPLF is not currently active on social media.
Version 8/18/26