CHURCH
COU
NCIL
COM
MU
NIT
Y
YOU
TH
FAM
ILY
LIFE
MARYLAND STATE COUNCIL
STRENGTHEN THE BONDS OF
FAITH AND FRATERNITY
Maryland State CouncilDD / GK Training
June 2012
Membership RetentionChris Powers, PGK, [email protected]
Retention
Why? Required – quota expectations from Supreme, State &
District
Admin – retention worksheet before suspension (Form-1845)
Want – offset weak programs/activities (stop the leak)
How?
Leadership messages & actions that are CLEAR
Retention
CLEAR Committee (not GK alone)
Exemplars of Knighthood
Extroverts are handy – personal contact is essential
Enabled by GK and Council
Resources
Appreciation
Endorsement & follow-through on activities/decisions
L
E
A
R
Retention
CLEAR Committee (not GK alone)
Listen
Members are most valued asset – demonstrate by listening
Maintain family contact through newsletter, cards, etc.
Rule of 10 contact tree – develop personal rapport
E
A
R
Retention
CLEAR Committee (not GK alone)
Listen
Entertain
Balance of fun and work
Variety of programs and events
Lecturer Program
A
R
Retention
CLEAR Committee (not GK alone)
Listen
Entertain
Active Membership
Sponsor, mentor, and 60-day follow-up
Members visible in church and community
Advancement wall chart (shared ownership)
R
Retention
CLEAR Committee (not GK alone)
Listen
Entertain
Active Membership
Resources
Degree ceremonies
Fraternal Benefits presentations
Council-level training (officers & programs)
History of the Order
Retention Process & Form-1845
Goal is retention of practical Catholic men in the Order
Retention Worksheet favors members over bureaucracy
Form-1845, Notice of Intent to SuspendRETENTION WORKSHEET
COUNCIL: MEMBERSHIP DIRECTOR’S NAME:
PHONE:
MEMBER NAME
MEMBER WIFE’S NAME
PHONE NO. MEMBER ADDRESS:
MEMBER SINCE TOTAL DUES OWED AS OF JAN 1ST
COUNCIL’S ANNUAL DUES
NUMBER OF QUARTERS IN ARREARS
AS OF:
DEGREE DATES
1ST DEGREE
2ND DEGREE
3RD DEGREE
COMMENTS/NOTES: (Please list all contact dates & notes from conversations)
Date 1st Contact Made:
By Whom:
Initials:
Comments by Member:
Comments/Recommendations by Retention Team Member:
Date 2nd Contact Made:
By Whom:
Initials:
Comments by Member: Comments/Recommendations by Retention Team Member:
Date 3rd Contact Made:
By Whom:
Initials
Comments by Member: Comments/Recommendations by Retention Team Member:
PROCESSING DATES
1ST NOTICE SENT:
2ND NOTICE SENT:
KNIGHT ALERT LETTER SENT:
1845 TO MEMBER
1845 TO SUPREME:
1845 & WORKSHEET TO STATE
1845 & WORKSHEET TO DD:
FORM 100 SENT TO SUPREME
CONFIRMATION FROM SUPREME
GK Signature: Retention Chairman Signature:
July 1, 2011
Complete top portion of the form Financial Secretary can assist Retention Chair with this
portion
Fraternal Benefits Advisor can assist with this portion
Retention Team members manage the process
Retention Worksheet
RETENTION WORKSHEET COUNCIL: MEMBERSHIP DIRECTOR’S NAME:
PHONE:
MEMBER NAME
MEMBER WIFE’S NAME
PHONE NO. MEMBER ADDRESS:
MEMBER SINCE TOTAL DUES OWED AS OF JAN 1ST
COUNCIL’S ANNUAL DUES
NUMBER OF QUARTERS IN ARREARS
AS OF:
DEGREE DATES
1ST DEGREE
2ND DEGREE
3RD DEGREE
COMMENTS/NOTES: (Please list all contact dates & notes from conversations)
July 1, 2011
Difficulties completing current information? When was last contact with member?
Are you certain member is aware of delinquent dues?
Does member feel like an important Knight in the council?
How do I find him? Proposer – look at original Form-100 (contact previous
council)
Local records – KofC Insurance, Parish, Schools
Online search – emails, Google, Social Media
Retention Worksheet
RETENTION WORKSHEET COUNCIL: MEMBERSHIP DIRECTOR’S NAME:
PHONE:
MEMBER NAME
MEMBER WIFE’S NAME
PHONE NO. MEMBER ADDRESS:
MEMBER SINCE TOTAL DUES OWED AS OF JAN 1ST
COUNCIL’S ANNUAL DUES
NUMBER OF QUARTERS IN ARREARS
AS OF:
DEGREE DATES
1ST DEGREE
2ND DEGREE
3RD DEGREE
COMMENTS/NOTES: (Please list all contact dates & notes from conversations)
July 1, 2011
Retention Worksheet
Record of first contact Ask proposer, parishioner, workmate, or friend to contact the
member
Direct contact (face-to-face or telephone)
Fraternal message of caring (health of member & family, work, etc.)
LISTEN (why isn’t member active with council?)
Is member still a practical Catholic? What would it take to bring him back to the Knights?
How can the Knights help him and his family?
Would member participate in council program for relief of dues?
RETENTION WORKSHEET
DEGREE DATES
1ST DEGREE
2ND DEGREE
3RD DEGREE
COMMENTS/NOTES: (Please list all contact dates & notes from conversations)
Date 1st Contact Made:
By Whom:
Initials:
Comments by Member:
Comments/Recommendations by Retention Team Member:
July 1, 2011
Retention Worksheet
Record of second contact Identify good fit for next contact (chair of member’s program,
…)
Direct contact (face-to-face or telephone)
Fraternal message of caring (health of member & family, work, etc.)
LISTEN (why isn’t member active with council?)
Build on message of first contact Demonstrate that council members are listening & care
Respond to first contact concerns
RETENTION WORKSHEET
Date 2nd Contact Made:
By Whom:
Initials:
Comments by Member: Comments/Recommendations by Retention Team Member: Date 3rd Contact Made:
By Whom:
Initials
July 1, 2011
Retention Worksheet
Record of third contact Retention Chair, Membership Chair, GK, DGK
Direct contact (face-to-face or telephone)
Fraternal message of caring (health of member & family, work, etc.)
LISTEN (why isn’t member active with council?)
Build on message of earlier contacts Demonstrate that council members are listening & care
Respond to member’s concerns
RETENTION WORKSHEET
Date 3rd Contact Made:
By Whom:
Initials
Comments by Member: Comments/Recommendations by Retention Team Member:
PROCESSING DATES
July 1, 2011
Retention Worksheet
Admin record FS can help with this portion of the worksheet
Record data
Submit copy of Retention Worksheet with Form-1845
RETENTION WORKSHEET
Comments/Recommendations by Retention Team Member:
PROCESSING DATES
1ST NOTICE SENT:
2ND NOTICE SENT:
KNIGHT ALERT LETTER SENT:
1845 TO MEMBER
1845 TO SUPREME:
1845 & WORKSHEET TO STATE
1845 & WORKSHEET TO DD:
FORM 100 SENT TO SUPREME
CONFIRMATION FROM SUPREME
GK Signature: Retention Chairman Signature:
July 1, 2011
Retention Worksheet
Opportunity Retain a practical Catholic in the Order
Renew and establish fraternal bonds
Understand why individual members are not activeRETENTION WORKSHEET
COUNCIL: MEMBERSHIP DIRECTOR’S NAME:
PHONE:
MEMBER NAME
MEMBER WIFE’S NAME
PHONE NO. MEMBER ADDRESS:
MEMBER SINCE TOTAL DUES OWED AS OF JAN 1ST
COUNCIL’S ANNUAL DUES
NUMBER OF QUARTERS IN ARREARS
AS OF:
DEGREE DATES
1ST DEGREE
2ND DEGREE
3RD DEGREE
COMMENTS/NOTES: (Please list all contact dates & notes from conversations)
Date 1st Contact Made:
By Whom:
Initials:
Comments by Member:
Comments/Recommendations by Retention Team Member:
Date 2nd Contact Made:
By Whom:
Initials:
Comments by Member: Comments/Recommendations by Retention Team Member:
Date 3rd Contact Made:
By Whom:
Initials
Comments by Member: Comments/Recommendations by Retention Team Member:
PROCESSING DATES
1ST NOTICE SENT:
2ND NOTICE SENT:
KNIGHT ALERT LETTER SENT:
1845 TO MEMBER
1845 TO SUPREME:
1845 & WORKSHEET TO STATE
1845 & WORKSHEET TO DD:
FORM 100 SENT TO SUPREME
CONFIRMATION FROM SUPREME
GK Signature: Retention Chairman Signature:
July 1, 2011
Listen & Learn Throughout Retention Process
Retention Summary
Communications/rapport before issues
Active Retention Committee
Stay upbeat – KofC is a good story!
CLEAR Committee (not GK alone)
Listen
Entertain
Active Membership
Resources