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IEEE Region 1 Training Workshop – Membership Development
Cathy DownerIEEE Membership Development ManagerIEEE Member and Geographic Activities [email protected]
+1 732 562 5506
Membership Development: www.ieee.org/md
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Links to:•MD Webcast Archive 2012•MD Kit Online Order Form•Monthly MD Progress Reports•2012 MD Manual (PDF)•Regional & Section Membership Statistics•MD Webcast Archive Guide (2011, 2010 and 2009)•Student Competition files•Recruitment Programs & Tools•Best Practices•Member-Get-A-Member
Today’s Agenda
IEEE Membership DevelopmentIEEE Membership CycleEfforts to Recruit, Retain & Recognize Members Team Engagement & CollaborationAleksandar’s Reflection on MD Officer role – What is my job?
AppendixWhat is?IEEE Center for Leadership ExcellenceMD Reports availableSAMIEEE/Analytics
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IEEE Membership Development (MD)
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The Membership Development activity involves three key areas:• recruiting new members• retaining those who have not renewed • recovering those who have not renewed in past (arrears)• could also include recognition of members
IEEE Membership Cycle
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Efforts to Recruit,
Retain and Recognize Members
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The Basics: Adapting the Membership Lifecycle*
Awareness… when prospects first discover you.
Recruitment… when prospects choose to try you.
Engagement… when new members feel they belong to you. Engagement is fundamental to high retention rates and sustained membership growth no matter where the organization may be located. Engagement programs that drive local and regional allegiance are a crucial lead-in to Renewal.
Renewal… when lapsing members decide whether to keep you.
Reinstatement… when former members agree to return to you.
*Marketing General Inc., “MGI Tipster – Vol.11, February 15, 2012, reproduction excerpts from white paper, How to Grow your Association in Emerging Markets Using Strategy and Tactics, by Erik Schonher and Terrance Barkan.
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Recruiting Tips• Promote half-year dues when available (March-August)• When discussing membership with a prospect, listen for clues as
to what they look for in a professional society. Stress those member benefits that meet their needs.
• Invite a prospective colleague/student to attend an IEEE Section/Chapter/Branch meeting to experience first-hand the professional benefits of IEEE membership.
• Keep issues of IEEE Spectrum, IEEE Potentials and IEEE Society publications on display to attract the eyes of potential new members.
• Publish an article in your company or university publications explaining how IEEE helped you.
• Post announcements of IEEE meetings/conferences. • Invite other related associations to conferences, events or
technical meetings• Conference Member Recruitment (CMR) Program
http://www.ieee.org/cmr• MGM Program http://www.ieee.org/mgm
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Benefits of IEEE Membership
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Retaining membersUtilize Section Newsletter and Website to provide information
First Year Member outreach
Don’t wait until renewal or when members are in arrears
Pre-arrears outreach in January
Post-arrears outreach end of February/early March
Local outreaches send a personal message on value of membership
Involve student members in activities to see value in their membership – long term
SAMIEEE pre-defined queries– (MD) Members in Arrears (contact information)
Displays Members in Arrears along with Contact Information.– (MD) Inactive Members (contact information)
Displays Inactive Members. Includes Renewal Year Field in order to determine the "last' year member renewal for. This determine how many years they have been inactive.
– (MD) First Year Members Not RenewedIncludes Name, Grade, Membership Status and Email Contact
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• New joined members targeted• E-mail sent from IEEE monthly to all
Section Chairs and Section MD officers containing special hyperlink to SAMIEEE log-in page
• Upon log-in, SAMIEEE will automatically run report of new members from previous month
• Report contains contact information, as well as the reason(s) why they joined IEEE
• Report date-range can be modified to pick-up new joins from previous months in your dashboard
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New Member Alert
Outreach Templates
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Recognizing membersWelcome new members to your activities
Graduating Students at STEP Events – http://www.ieee.org/membership_services/membership/gold/step.html
IEEE Student Competitions– IEEEXtreme, Presidents’ Change the World– http://www.ieee.org/membership_services/membership/students/competitions/index.html
Senior Member Elevation– http://www.ieee.org/membership_services/membership/senior/index.html
SAMIEEE pre-defined queries– (GEO) & (MD) Active Members with 5 or 10 IEEE Years of Service– (MD) Active Student Members with Graduation Date in 2011
Active Student/Graduate Student Members with a Graduation Date within 2011, by Section, By School– (MD) 2012 Renewal Year for Active Members - Name, Grade, Email
Results show Members who renewed for 2012, info includes Name, Grade, Membership Status and Email Contact.
– (MD) New Member Interest Info for new IEEE Members - last 31 daysQuery will produce results for New IEEE Members in the last 31days - Only Members who have selected Yes to at least one of the New Member
Interest field selections.–
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IEEE Support Center
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MD Resources
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• MD Web page• MD Manual• MD Calendar & Checklist• Web resources• “md-alert-all” list• MD Kit
Membership Development: www.ieee.org/md
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Links to:•MD Webcast Archive 2012•MD Kit Online Order Form•Monthly MD Progress Reports•2012 MD Manual (PDF)•Regional & Section Membership Statistics•MD Webcast Archive Guide (2011, 2010 and 2009)•Student Competition files•Recruitment Programs & Tools•Best Practices•Member-Get-A-Member
Membership Development Manual
Resource for MD officerMD Volunteer Mobilization Platform
Tools & ResourcesMD web portalIEEE printed collateralMD Calendar shows activities
Peer-to-Peer CollaborationOnline CommunityWebcasts
Reports & AnalysisMonthly ReportRegion Monthly ReportStrategy development
Working the position of MD ChairExtra Help
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Membership Development CalendarWhy is this important to me?
• Outlines the significant programs and processes that IEEE headquarters facilitates during the year.
• Calendar months are headed by recruitment, retention and recovery processes & programs.
• Key activities include: Pre-Arrears, Membership Termination (25 Feb), Half-Year Dues Cycle (March 1 – Aug 15), Arrears Recovery, Elevation of Student Members (June & August), Renewal Cycle (Sept) and when the new Membership Year begins (Sept).
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Monthly Checklist for MD OfficersHow does this checklist help me?
• The checklist will help you optimize your efforts by taking advantage of large-scale, IEEE MD initiatives.
• Begin planning and coordinating your MD activities locally – collaborate with Section events, Society or Chapter conferences, and Student Branch congresses, competitions.
• Utilize SAMIEEE and the pre-defined queries for reports on first year members, recently elevated Student and Senior Members, and those members that have not renewed.
• Senior Member Review Panel meetings are scheduled throughout the year to review nominations submitted – plan ahead to run Senior Member drives to meet submission deadlines.
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IEEE Web ResourcesJoin IEEE membership: www.ieee.org/join
Renew IEEE membership: www.ieee.org/renew
Welcome to IEEE for New Member: www.ieee.org/start
Benefits of IEEE membership: www.ieee.org/membership_services/membership/benefits/index.html
Member Grade Elevation: www.ieee.org/membership_services/membership/grade_elevation.html
Senior Member Elevation: www.ieee.org/membership_services/membership/senior/index.html
2012 IEEE Membership & Society Membership Dues: www.ieee.org/membership_services/membership/join/join_dues.html
2012 Memberships & Subscriptions Catalogs:
http://www.ieee.org/membership_services/membership/2012_membership_booklet.pdfe-Membership:http://www.ieee.org/membership_services/membership/join/emember.html
IEEE Society Memberships (list of IEEE Societies with links to each site): www.ieee.org/membership_services/membership/societies/society_memberships.html
Societies/Communities: www.ieee.org/societies_communities/index.html#sect1
Membership & Services: http://www.ieee.org/membership_services/index.html
Education & Careers: http://www.ieee.org/education_careers/index.html
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IEEE Web Resources - ContinuedIEEE Contact Center: www.ieee.org/contactcenter
IEEE Support Center Home: https://supportcenter.ieee.org/
IEEE Master Brand and Logos: http://www.ieee.org/about/toolkit/masterbrand/index.html
IEEE Brand Toolkit: www.ieee.org/about/toolkit/index.html
Center for Leadership Excellence: http://www.ieee.org/societies_communities/geo_activities/officer_training/quick_start.html
Resources for Geographic Unit Officers: www.ieee.org/societies_communities/geo_activities/resources/index.html?WT.mc_id=soc_guo
Resources for Volunteers: http://www.ieee.org/about/volunteers/index.html?WT.mc_id=rfm_vol
About IEEE: http://www.ieee.org/about/index.html
Student Competitions: http://www.ieee.org/membership_services/membership/students/competitions/index.html
MGA is transitioning the SCOOP newsletter to MGA News Web pagehttp://www.ieee.org/societies_communities/geo_activities/mga_news.html
MD Web Portal: www.ieee.org/md
MD Kit Order Form: www.ieee.org/md
SAMIEEE/Analytics Tool: www.ieee.org/samieee
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MD Alert Alias
Receive monthly MD Webcasts announcements
Receive link to most recent monthly Membership Development Reports
Receive miscellaneous MD announcements
“MD-Alert-All”
Send and e-mail message to [email protected] with a blank subject line
In the body of the message, type in:Subscribe MD-ALERT-ALL orSend a message to Cathy Downer at [email protected]
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On-Demand Supply Ordering
http://www.ieee.org/md
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Team Engagement & Collaboration
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• Team Effort – Volunteers & Staff• MD Monthly Webcast• MD Online Community/Group• Aleksandar’s Reflection
Volunteers – Region, Section, Society MD Chairs
Members – Participation in the MGM program, or otherwise
Staff – Member & Geographic Activities (MGA) MD Staff
Adrienne HahnMGA Manager, Membership
Marketing [email protected]
Elyn PerezMGA Manager, Membership
Sales [email protected]
Cathy DownerMGA Membership Development
Laura DurrettMGA Project Manager-Volunteer
Services/Student [email protected]
Nick LehotzkyMGA Member Benefits Marketing
Manager Online [email protected]
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Worldwide & Integrated Team Effort
Lisa DelventhalMGA Manager, Young Professional
Program [email protected]
John DayMGA Director, Membership
Development [email protected]
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MD Monthly Webcast Monthly MD WebcastWednesday, 1:00 PM Eastern
Runs about 60 minutes
Volunteers & Members present on topics, along with IEEE Staff
Standard format
Open floor question and answer period
Each session is recorded
Aleksandar Szabo, Host of MD Webcast and MGA 2012 Chair of Member Recruitment & Recovery (MRR) Committee [email protected]
The Archive Guides:• Grouped by month• Listed by presentation topic, speaker, file posted in PDF• Each file accessed by IEEE web account
• Communicate / Connect
• Collaborate
• House Information
• Share Practices
MD Online Community /Group (linked from MD Portal)
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Aleksandar’s Reflection on MD Officer Role – what
is my job?
• Section MD Officer Role & Job • What Should I do First?• What is the Region MD Coordinator expecting me to do?
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Aleksandar Szabo is the 2012 Chair, MGA Member Recovery & Recruitment Committee (MRRC), past Region 8 MD Chair and Croatia Section MD Chair & Treasurer, Chapter Chair and Region 8 SAMIEEE Recipient
Section MD Officer Role and Job
Take care about Section Membership Development by using every occasion to promote IEEE
RecruitRetainRecover
Be familiar with all MD resources and toolsUse SAMIEEEKnow the membership in your SectionEstablish good relations and cooperate with other Officers, Chapter Chairs and Student Brances in your SectionIn larger Sections form an MD TeamEstablish good relations with your Region MD Coordinator
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What Should I Do First?
Get in contact with your Section Chair and SecretaryCheck if your name is reported to the Geographic Roster http://www.ieee.org/about/volunteers/rosters/index_regions.html
If not, it should be done online at http://www.ieee.org/societies_communities/geo_activities/required_reporting/officer_forms.html
To get information and advice, get in contact with your predecessor – Past MD OfficerLearn about the membership trends in your Section. Look at the Geographic Membership Statistics. Use SAMIEEE to learn about the members in your SectionGet in contact with your members and learn about the reasons they joined and why they stayGet in contact with your Region MD Coordinator Soon WanEstablish contacts with the MD Staff and take part in the Monthly WebcastRecruit, retain, recover...
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What is the Region MD Coordinator expecting me to do?
Do your MD job in your Section continuously Be enthusiastic and motivated to achieve good resultsBe in contact with your Region MD CoordinatorAsk for help when you need itTake part in the region MD webcasts, conference calls and meetingsPrepare and inform the Region MD Coordinator about your Section MD strategy and plansReport your actions and the outcomes
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Appendix
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What is?Applicant: New member who has not completed the join process – his/her dues have not been paid and processed.
Recruiting: Seeking out new (non) members for membership in IEEE.
Grace Period: January and February are considered the “Grace Period” for members who have not yet renewed for the present membership year. They are still considered active members until the end of February when the service disruption occurs.
Pre-Arrears: Active members who have not yet renewed for the coming membership year by the end of February.
Arrears: Member who has not renewed by the end of February for the membership year becomes deactivated.
Recovery: Outreach to members in arrears to renew their membership.
Reinstate: Bringing back past members who have had a break in their membership status (not paid dues for more than a year) to active membership.
Retention: Retaining existing members by renewing their membership.
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What is?Associate Member: Associate Member grade is designed for technical and non-technical individuals who do not meet the qualifications for Member grade, but who wish to benefit from membership and partnership in IEEE, and for those who are progressing, through continuing education and work experience, towards qualifications for Member grade.
Affiliate: Society Affiliate is a member of an IEEE Society. Society Affiliates are not IEEE members and are not entitled to any IEEE benefits or services that are reserved solely for IEEE members. All affiliate benefits and services come directly from the individual IEEE Society offering affiliation. For each society affiliated with, the applicant pays a separate annual affiliate fee plus that IEEE Society's annual membership dues.
Graduate Student Member: A Graduate Student Member must carry at least 50% of a normal full-time academic program as a registered graduate student in a regular course of study in IEEE- designated fields. The total cumulative period for a member to hold the Student Member grade and/or the Graduate Student Member grade is limited to 8 years.
IEEE GOLD/Young Professional: GOLD is the identification of a segment of IEEE Members who have advised IEEE they have graduated with their first professional degree. GOLD is not a member grade. The member’s record needs to have a full educational background and graduation dates in order for the identification of GOLD. Student Members cannot be GOLD, but Graduate Student Members can be GOLD as they have graduated with their first professional degree and are in advanced degree program. A member will
belong to the GOLD segment for ten years after receiving their first degree.
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IEEE Center for Leadership Excellence
When fully operational, it will serve as the repository for all leadership training material within IEEE to ensure IEEE keeps pace with its evolving organization. Additionally, it will meet the needs of IEEE volunteer leadership by providing materials that will enable volunteers to accomplish their jobs efficiently and effectively; thus allowing them to spend more time ensuring that members are engaged in IEEE activities so that IEEE member satisfaction and relevance continue to grow.
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Membership Development Reports
Global MD Reporto Statistical ‘pulse’ o Membership Trendso MD Calendar guidanceo MD-related announcements, activitieso Articles by volunteers - topic driven
Regional MD Reportso In-depth view of MD activities within
Region with Section datao Customizable by Region MD Chair
Society MD Reportso Template developed & is available
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MD Strategy & Plan Templates
MD Strategy & Plan template available
– Concise and polished presentation of your MD efforts to your executive committees
– MD Staff will assist with tactical guidance and pulling data trending
Adopters of draft-version of template
– IEEE China Office
– IEEE UKRI Section
– Region 1
– Regions 1-10 selected large sections received template with data and initial content to begin their strategy development
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SAMIEEE
Volunteer Access to Membership Statistics5 Short Training Video ModulesNeed IEEE Web Account Registered Users with Designated Access (officer position determines data that is pulled)Membership statistics by Geographical – Region, Section, Affinity GroupMembership statistics by individual SocietyPre-defined queries to access reports easily(MD) Folder with related pre-defined queries for membership development dataGeographic & Society Predefined QueriesQuestions? Contact: Helen Shiminsky at [email protected] or [email protected] Questions? Contact: Mary Curtis at [email protected]
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SAMIEEE website: http://www.ieee.org/samieee
