Membership Development:
Resources and Tools
Norberto Lerendegui
R9 Regional Director Elect
Membership Development Committee
[email protected]
Reunión Regional / Regional Meeting 2012, April 11–14
The wheel of success: natural process
More and Better
Services to
Members
Members
more
satisfied
2
More motivated
Volunteers
More New
and Enthusiastic
Members
Reunión Regional / Regional Meeting 2012, April 11–14
The wheel of success: stimulated and
monitored process
Members
more
satisfied
More and Better
Services to
Members
3
Membership
Development
More motivated
Volunteers
More New
and Enthusiastic
Members
Reunión Regional / Regional Meeting 2012, April 11–14
Reunión Regional / Regional Meeting 2012, April 11–14
The Regional Team
Region 1-10 MD Chairs
Gim Soon Wan
R1
Javvad Qasimi
R2
Bill Williams
R3
Mohamad Berri
R4
Joe Redfield
R5
Luis Carbajo
R6
Lawrence Whitby R7
Dirk Van Hertem R8
Norberto Lerendegui R9
Hang-Bong Kang R10
Aleksandar Szabo MRRC
Cathy Downer
IEEE Staff
John Day
IEEE Staff
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
Reunión Regional / Regional Meeting 2012, April 11–14
Regional Student Activities Chairs (RSACs)
Ravi Todi
F. Eugenio Villaseca
Regina Hannemann
Steven James
Anil Mehta
Mohamed Osman
Maike Luiken
Elias Nassar
Ruben Barrera
Takao Onoye
R1 RSAC
R2 RSAC
R3 RSAC
R4 RSAC
R5 RSAC
R6 RSAC
R7 RSAC
R8 RSAC
R9 RSAC
R10 RSAC
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
Reunión Regional / Regional Meeting 2012, April 11–14
Regional Student Representatives (RSRs)
William Dorney
R1 RSR
Andrew Thompson R2 RSR
Joshua Shank
R3 RSR
Maxwell Steuer
R4 RSR
David Macke
R5 RSR
Alex Elizarraraz
R6 RSR
Kanishka Jayawardene R7 RSR
Jorge Soares
R8 RSR
Alejandra Camacho R9 RSR
Aby Kurian
R10 RSR
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
Reunión Regional / Regional Meeting 2012, April 11–14
GOLD
Brian Roberts
Michael Pearse
Nick Smith
Arun Kumar
Jennifer Kramer
Gigi Lau
Danoush Hosseinzadeh
Salima Kaissi
Carlos Rueda
Timothy Wong
R1
R2
R3
R4
R5
R6
R7
R8
R9
R10
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
Reunión Regional / Regional Meeting 2012, April 11–14
Staff – Member & Geographic Activities (MGA) MD
Staff
MGA MD Staff
John Day
[email protected]
MGA MD Staff
Adrienne Hahn
[email protected]
MGA MD Staff
Elyn Perez
[email protected]
MGA MD Staff
Cathy Downer
[email protected]
MGA MD Staff
Laura Durrett
[email protected]
MGA MD Staff
Lisa Delventhal
[email protected]
MGA MD Staff
Nick Lehotzky
[email protected]
Reunión Regional / Regional Meeting 2012, April 11–14
The members of the MRRC (2012)
R1 – Gim Soon Wan
[email protected]
R2 – Javvad Qasimi
[email protected]
R3 – Bill Williams
[email protected]
R4 – Mohamad Berri
[email protected]
R5 – Joe Redfield
[email protected]
R7 – Lawrence Whitby
[email protected]
R8 – Dirk Van Hertem
[email protected]
R9 – Norberto Lerendegui
[email protected]
R10 –Hang-Bong Kang
[email protected]
TA Representative
Antonio Luque
[email protected]
TA Representative
Robin Sarah Bradbeer
[email protected]
Reunión Regional / Regional Meeting 2012, April 11–14
R6 – Luis Carbajo
[email protected]
Aleksandar Szabo
MGA 2012
Membership
Recruitment &
Recovery (MRR)
Committee Chair
[email protected]
MRRC Team Development – Engagement
Membership R&R
Committee
Reunión Regional / Regional Meeting 2012, April 11–14
Active MD Officer?
- MD is a Standing Section Committee !!
Section Chairs and Council Chairs should also be involved
Reunión Regional / Regional Meeting 2012, April 11–14
Key Factors to Success
IEEE member satisfaction & relevance growth is reflected in improved
retention and total membership
Data-driven organization that proactively anticipates and reacts to the
needs of the member and the profession
Facilitation of recruitment, training, development of IEEE volunteer
leaders
Facilitation of successful regions, sections, chapters, and affinity
groups
Ensure a “home(s)” for every member
Do things so that Technology Professionals understand IEEE
membership’s importance in their careers
Facilitate communications and engagement opportunities for IEEE
members in multiple ways
Do things so that IEEE and its members’ achievements are universally
recognized
Reunión Regional / Regional Meeting 2012, April 11–14
Key Factors to Success
IEEE member satisfaction & relevance growth is reflected in
improved retention and total membership
Data-driven organization that proactively anticipates and reacts
to the needs of the member and the profession
Facilitation of recruitment, training, development of IEEE
volunteer leaders
Facilitation of successful regions, sections, chapters, and
affinity groups
Ensure a “home(s)” for every member
Do things so that Technology Professionals understand IEEE
membership’s importance in their careers
Facilitate communications and engagement opportunities for IEEE
members in multiple ways
Do things so that IEEE and its members’ achievements are universally
recognized
Reunión Regional / Regional Meeting 2012, April 11–14
The wheel of success:
Recruitment, Retention and Recovery (RRR)
Members
more
satisfied
More Services
to Members
15
Recruitment
Retention &
Recovery
More motivated
Volunteers
More New
and Enthusiastic
Members
Reunión Regional / Regional Meeting 2012, April 11–14
Membership Development Portal – www.ieee.org/md
Membership Reports
MD Online
Community
SAMIEEE access
Membership
Development Manual
Member benefits at a
glance (One-page
flyer)
Recruitment
programs and tools
MD Kits – online
order form
Benefit Development
Toolkit: Regions 7-10
Presentation
templates
IEEE membership
statistics
Reunión Regional / Regional Meeting 2012, April 11–14
Online MD Resources
To join the IEEE:
www.ieee.org/join
MD volunteers:
www.ieee.org/md
IEEE benefits:
www.ieee.org/benefits
myIEEE tool for members:
www.ieee.org/myieee
SAMIEEE Tool:
www.ieee.org/samieee
IEEE Contact Center:
www.ieee.org/contactcenter
Section/Chapter Support:
www.ieee.org/societies_communities/geo_activities/unit_operat
ions.html
Senior Member Program:
www.ieee.org/about/volunteers/senior_member.html
Conference Member Recruitment:
www.ieee.org/about/volunteers/cmr.html
eNotice Service: www.ieee.org/organizations/vols/e-notice/
Reunión Regional / Regional Meeting 2012, April 11–14
Online MD Resources
To join the IEEE:
www.ieee.org/join
MD volunteers:
www.ieee.org/md
IEEE benefits:
www.ieee.org/benefits
myIEEE tool for members:
www.ieee.org/myieee
SAMIEEE Tool:
www.ieee.org/samieee
IEEE Contact Center:
www.ieee.org/contactcenter
Section/Chapter Support:
www.ieee.org/societies_communities/geo_activities/unit_operat
ions.html
Senior Member Program:
www.ieee.org/about/volunteers/senior_member.html
Conference Member Recruitment:
www.ieee.org/about/volunteers/cmr.html
eNotice Service: www.ieee.org/organizations/vols/e-notice/
Reunión Regional / Regional Meeting 2012, April 11–14
MEMBERSHIP RESOURCES
Reunión Regional / Regional Meeting 2012, April 11–14
MEMBERSHIP RESOURCES
Reunión Regional / Regional Meeting 2012, April 11–14
BENEFICIOS
Reunión Regional / Regional Meeting 2012, April 11–14
BENEFICIOS www.ieee.org/benefits
Reunión Regional / Regional Meeting 2012, April 11–14
SAMIEEE:
Reunión Regional / Regional Meeting 2012, April 11–14
SAMIEEE:
User access to SAMIEE is limited by organizational
unit and to the following IEEE volunteer positions
(names must be in the Geographic Roster!)
Region Directors, Director Elects, Past
Directors, Treasures, Secretaries
Region MD Chairs
Section/Council/Subsection Chairs, Vice
Chairs, Treasures and Secretaries
Section/Council/Subsection MD Chairs
Student Branch Chairs and Counselors
Others …
Reunión Regional / Regional Meeting 2012, April 11–14
Every MD Officer has the opportunity
to use SAMIEEE
MD Officers can get the Data about the members in
their organizational units any time !
With these data MD Officers can efficiently perform
their job.
Be familiar with SAMIEEE.
Use SAMIEEE regularly.
For your convenience use the Predefined Queries.
You have the possibility to prepare and use your own
queries.
If you are not familiar with SAMIEEE, visit
www.ieee.org/samieee and/or ask for help from
volunteers already using SAMIEEE.
Reunión Regional / Regional Meeting 2012, April 11–14
Use SAMIEEE to get the list of Arrears in
your Organizational Unit
Members deactivated on 25 February 2012
who didn’t renew for 2012
Go to SAMIEEE www.ieee.org/samieee
Click Access SAMIEEE
Insert you User ID and Password and Login
Click SAMIeee in Shared Folders
Click Geographic Predefined Query and you will get the list of
Predefined Queries
From the list of Predefined Queries select
(GEO) Arrears: Member Contact Info By Section-By Grade
Download the list to Excel and sort the data as you like...
Reunión Regional / Regional Meeting 2012, April 11–14
Online Order Form available: www.ieee.org/about/toolkit/index.html
Reunión Regional / Regional Meeting 2012, April 11–14
Senior Member Promotion
A Job for every Volunteer,
A Volunteer for every Job
Reunión Regional / Regional Meeting 2012, April 11–14
Senior Member Promotion
TITULO DE LA TAREA:
Nominación de Candidatos para el Grado de Senior Member (SM)
OBJETIVO:
Identificar y nominar para el Grado de Senior Member a
miembros de la Sección XX de IEEE que son genuinos candidatos
RELEVANCIA DE LA TAREA:
El reconocimiento a la labor profesional o académica es un fuerte
motivador para el individuo. El IEEE reconoce una trayectoria
profesional, académica o tecnológica a través de la categorización
como Senior Member. En la Sección XX hay muchos candidatos
que pueden alcanzar esta categoría que necesitan ser
identificados y promovidos.
NÚMERO DE VOLUNTARIOS REQUERIDOS:
2 (DOS), estudiantes o miembros
Reunión Regional / Regional Meeting 2012, April 11–14
Senior Member Promotion
MODALIDAD DE TRABAJO:
Se conformará un grupo de trabajo conducido por Juan Pérez
(posición en la Sección XX), para desarrollar las siguientes tareas:
Identificación de potenciales candidatos para la categoría SM
Explicación al candidato de los alcances de la nominación y requisición
del CV en Inglés
Eventual traducción al Inglés del CV del candidato
Llenado del formulario de aplicación a SM
Identificación de Referentes que puedan dar el aval a la nominación
Solicitud de Cartas de Referencia a los referentes
Presentación de la Solicitud ante IEEE Headquarters
Seguimiento del proceso de cada Solicitud
CARGA DE TRABAJO:
3 horas semanales durante un año
Reunión Regional / Regional Meeting 2012, April 11–14
Senior Member Promotion
LUGAR DE TRABAJO:
En su propio domicilio particular o laboral. La coordinación se realiza
por email o telefónicamente.
META:
Realizar en el 2012, 20 (veinte) nominaciones y conseguir 10 (diez)
promociones a SM
RECONOCIMIENTO:
Todo lo desarrollado quedará registrado en el informe Final Anual de
Actividades de la Sección XX, con identificación de los actores.
En caso de éxito es posible presentar lo realizado para un premio al
Mejor Logro Regional.
CONTACTO:
[email protected]
Reunión Regional / Regional Meeting 2012, April 11–14
WEBCASTS
Reunión Regional / Regional Meeting 2012, April 11–14
Today’s Speakers
WEBCASTS (ONCE A MONTH)
Cathy Downer
Manager, MGA Membership
Development
Aleksandar Szabo
Chair, IEEE MRRC
John Day
Director, Membership
Development
14 March 2012
Reunión Regional / Regional Meeting 2012, April 11–14
Web Cast Interface – ReadyTalk®
Hide Chat
Raise Hand
Introductions /
Ask Questions
Reunión Regional / Regional Meeting 2012, April 11–14
Full Screen
Membership Development Webcast
Membership Statistics & Goals Update
March 31, 2012
Reunión Regional / Regional Meeting 2012, April 11–14
Slide 35
Region Membership
(As of 31 March 2012)
Geographic IEEE Membership Summary - March 2012
Higher-Grade w/o GSM
REGION
2012
2011
Graduate Students
Change
2012
#
%
2011
Undergraduate Students
Change
2012
#
%
2011
TOTAL MEMBERS
Change
2012
#
%
2011
Change
#
%
1
26,812
27,618
(806)
-2.9%
1,834
1,963
(129)
-6.6%
1,856
1,764
92
5.2%
30,502
31,345
(843)
-2.7%
2
23,546
24,316
(770)
-3.2%
1,794
1,894
(100)
-5.3%
1,788
1,892
-104
-5.5%
27,128
28,102
(974)
-3.5%
3
20,843
21,354
(511)
-2.4%
2,341
2,417
(76)
-3.1%
2,800
2,742
58
2.1%
25,984
26,513
(529)
-2.0%
4
15,843
16,248
(405)
-2.5%
1,736
1,857
(121)
-6.5%
1,867
2,034
(167)
-8.2%
19,446
20,139
(693)
-3.4%
5
20,659
21,245
(586)
-2.8%
1,771
1,898
(127)
-6.7%
2,374
2,329
45
1.9%
24,804
25,472
(668)
-2.6%
6
42,026
43,082
(1,056)
-2.5%
2,840
3,175
(335)
-10.6%
3,281
3,028
253
8.4%
48,147
49,285
(1,138)
-2.3%
R 1-6
149,729
153,863
(4,134)
-2.7%
12,316
13,204
(888)
-6.7%
13,966
13,789
177
1.3%
176,011
180,856
(4,845)
-2.7%
7
10,920
11,030
(110)
-1.0%
1,970
1,943
27
1.4%
1,415
1,383
32
2.3%
14,305
14,356
(51)
-0.4%
8
42,568
42,583
-15
0.0%
10,516
10,799
(283)
-2.6%
7,668
7,479
189
2.5%
60,752
60,861
-109
-0.2%
9
6,886
6,450
436
6.8%
1,310
1,498
(188)
-12.6%
4,068
3,953
115
2.9%
12,264
11,901
363
3.1%
10
42,546
41,046
1,500
3.7%
9,669
9,613
56
0.6%
21,236
20,558
678
3.3%
73,451
71,217
2,234
3.1%
R 7-10
102,920
101,109
1,811
1.8%
23,465
23,853
(388)
-1.6%
34,387
33,373
1,014
3.0%
160,772
158,335
2,437
1.5%
TOTAL
252,649
254,972
(2,323)
-0.9%
35,781
37,057
(1,276)
-3.4%
48,353
47,162
1,191
2.5%
336,783
339,191
(2,408)
-0.7%
Active membership counts are a outcome, not a driver
Drivers are YoY recruitment, retention, and reinstatement
Reunión Regional / Regional Meeting 2012, April 11–14
Service Deactivations – 2012
Deactivations as a %
of total membership,
prior month (Jan)
Annual process that
changes nonrenewing members’
status from ‘pastdue’ to ‘Arrears’
Year-over-Year
Deactivations by
Region / Grades
Reunión Regional / Regional Meeting 2012, April 11–14
Service Deactivations – 2012
Historically, IEEE has
recovered 16%-19%
of members that go
into ‘Arrears’
Reunión Regional / Regional Meeting 2012, April 11–14
Region 9 Membership
(as of 31 March 2012)
Region 9 Membership by Section
Region 9 Membership by Grade
Reunión Regional / Regional Meeting 2012, April 11–14
Region 9 Membership
Region 9 is currently the smallest IEEE region.
At the end of March 2012 the Region had 12,264 total
members:
– R9 represents 3.6% of IEEE’s total membership.
– R9 has 6,886 Higher Grade Members,
1,310 Graduate Student Members, and
4,068 Student Members.
Membership in the R9 is up by 3.1% from March 2011,
representing a gain 363 members.
Higher grade membership is up by 6.8% from March
2011, representing a gain of 436 members.
Graduate Student Membership is down by 12.6% from
March 2011, representing a loss of 188.
Student membership is up by 2.9% from March 2011,
representing a gain of 115 members.
Reunión Regional / Regional Meeting 2012, April 11–14
Region
9
“Minding the Gap” – Retention – Feb ’12
Reunión Regional / Regional Meeting 2012, April 11–14
# 1 Priority - Arrears Recovery
Letter template for renewal reminder / arrears
recovery
eNotice
IEEE Contact Center
SAMIEEE DATA / PRE-DEFINED QUERIES
1 March
and
beyond
(MD) Members in Arrears
In parallel, from the MGA staff …
‘Last Issue’ cover wrap on Spectrum magazine
(Mar)
E-mail and print-based campaigns (Mar – Jul)
Contact Center courtesy calls (Feb – May)
Reunión Regional / Regional Meeting 2012, April 11–14
In Closing … Membership Always Begins with the Individual Member
When we focus on “Membership”
the member and their needs get lost
in the crowd.
If we focus on the “Member” we strive to
satisfy them, on their terms
“I feel welcome”
“My needs are met”
“I make a difference”
“I am the IEEE”
“I am a part of something
great”
Truly satisfied members renew; truly satisfied
members refer others to IEEE
Reunión Regional / Regional Meeting 2012, April 11–14
Wrap Up / Direction – Next Webcast
Wednesday, 18 April 2012
1:00pm Eastern (New York) or
18:00:00 UTC
Reunión Regional / Regional Meeting 2012, April 11–14
Membership Development:
Resources and Tools
Thank you.
Questions?
Norberto Lerendegui
R9 Regional Director Elect
Membership Development Committee
[email protected]
Reunión Regional / Regional Meeting 2012, April 11–14
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Reunión Regional / Regional Meeting 2012, April 11–14