12-CRS-0106 12/12 Proposed 2015 Priority Projects Cecelia Jankowski Managing Director Member &...

Proposed 2015 Priority Projects

Cecelia Jankowski Managing Director Member & Geographic Activities

New Brunswick, NJ 22 November 2014

Progress

Project Success - Metrics

Goal

Project: Careers Business Plan

Achieve member-related objectives as identified in Careers Business Plan: Improved member satisfaction; Increased member dues revenue; Introducing alternative revenue streams

Milestone Target Completion

% Complete

Replacement of careers portfolio manager (staff)

4Q-2014 15%

Career Networks launch on IEEE Collabratec

3Q-2014 0%

White-labeling of IEEE ResumeLab with JobSite and Collabratec

4Q-2015 0%

Suite integration requirements for myIEEE 3.0 4Q-2015 0%

Member Experience Improvement

• Replacement for Careers Portfolio Mgr• Number of Career Networks, and user

satisfaction• Usage and user satisfaction of IEEE

ResumeLab within IEEE JobSite and IEEE Collabratec

• Increased member engagement

• Improved member satisfaction with career development opportunities

Budget

MGA Notes

2015 $0 revenue

October 2014 Status Update

• Business plan financials endorsed by IEEE FinCom• Career portfolio position posted

Progress


Goal

Project: IEEE Collabratec™

Achieve member-related objectives as identified in IEEE Collabratec™ business plan: Improved member satisfaction; Increased member dues revenue; Introducing alternative revenue streams

3


% Complete

20 municipal communities, 2 event-based communities

Jan 2015 25%

Pilot phase completion and evaluation

Late 1Q-2015 0%

10,000 member sign-ups 3Q-2015 0%

25,000 member sign-ups 4Q-2015 0%


• Member sign-ups to IEEE Collabratec™• Member utilization of professional

networking and career features• Member satisfaction with IEEE

Collabratec™• Increased dues revenue

• Increased member engagement

• Improved member satisfaction with professional networking opportunities

• Improved member satisfaction with career development opportunities

Budget

MGA Notes

2015

October 2014 Status Update

• Preparing for Pilot launch, in early December• Finalizing MGA’s geo- and event-based communities• Finalizing orientation webinars for MGA Volunteers

participating in Pilot communities• Identifying lists of members and former members to be

invited into Pilot

Progress


Goal

Project: IEEE WIE Business Plan 2014-15

To maintain our international lead and tobecome the recognized leader dedicated toinspiring, engaging and advancing womenin STEM.

4


% Complete

Business Plan ApprovedJune 2014 100%

Business Plan Required Financial Resources

November 2014 In progress

Acquiring and Restructuring WIE Staff

Q1 2015Q4 2015

In progress

WIE Leadership Conference 2015

April 2015 50%

New Program Initiatives-Affinity Group SupportRegional WorkshopsTravel grants, Job site, and awards

2015 In progress

Communication Strategy-Marketing, publicity, website Q3/Q4 2015

Dependent on resources

Experience Improvement

• Rebalance program portfolio• Rebalance revenue

• Increase engagement (member, volunteer, partner )

• Increase satisfaction (member, volunteer, partner)

• Increase value of membership

• Career Development Opportunities

Budget

Notes

2014 $87.5k -ILC partner funds secured as of (November 2014) pending discussions with Google and GoDaddy

2015 $215.5 -Pending FinCom approval (November 2014)

Novmeber 2014 Status Update

• $87.5k in partner funds committed + in discussions with potential partners

• Regional Workshop planning in progress• Secured $3k in program support• Membership survey launch date 10/27• Development of Job Description- new hire

Progress


Goal

Project: MGA Volunteer Training 2015 In support of modernizing the volunteerexperience, develop and implement a unified MGAvolunteer training framework that effectively identifies and targets volunteer needs, and restructures existing MGA training offerings and content delivery under one umbrella.

5

Milestone Target Completio

n

% Complete

MGA Board approval for standing Volunteer Leadership Training Ad Hoc Committee, its Charter, and Action plan

Nov 2014

Identify and evaluate existing training programs offered by MGA and identify training needs across all target audiences

Jan 2015

Evaluate and determine optimum curriculum and delivery solution(s) to maximize time investment, interest and commitment by target audience

Feb 2015

Complete volunteer training framework and present to MGA OpCom

Apr 2015

Launch Implementation June-Nov 2015

Evaluate and present results to MGA Board

Nov 2015

Volunteer Experience Improvement

• # of volunteers completing base curriculum • # of volunteers submitting applications for

participating in leadership program• # of students electing to take on officer roles• # of YPs graduating from leadership program • Improved volunteer engagement & retention

• Increase volunteers’ perception of IEEE as a valuable resource for guidance and support to perform their role effectively

• Increase volunteer knowledge and capabilities of the overall IEEE

• Motivate volunteers to take on new roles in their local units, make a meaningful impact, and increase unit vitality

• Create the foundation for MGA volunteer succession planning

Budget MGA Notes

2015 $75K Trainees recognition; engagement of external professional expertise for content and delivery, and technical development and support.

Resources• 2015 – One PT MGA staff Program Manager

- One FT Administrator

6 19 Mar 2014

Project: IEEE Young Professionals Focus on Member Experience

ProgressGoals

Milestone Target

Completion % Complete

Inventory and Identify Projects Q4 2014 20%

Socialize/assemble team sand document strategy and plan for each initiative to include staff/volunteer deliverables

February 2015

Execute Plans Mar – October . 2015

Comprehensive Evaluation and Reporting

November 2015

Future Direction and 2016 Planning

December 2014


1. Identify and Scope Signature Products, Programs and Services

2. Assemble team, document Strategy and Plan for Each

3. Execute and Evaluate


• Product awareness / usage• Satisfaction, testimonials• Retention

Budget

Fiscal MGA Notes

2015 15-20K

• Allocated to adopted initiatives from within existing budget

2015 TBD • Any above the line expenses will require sponsorship, partnership or fundraising

• Focus on development of Signature products based on segmentation data

• Measured increase in satisfaction as Key Performance Indicator

• Modernized and internationally sensitive interfaces, tools and resources

• Saves the member time

Progress


Goal

Project: MGA Presence in Global Offices

Seamless interface for volunteers to understand MGA related activities

7


• Increase # of activities in the local unit• Higher member and volunteer satisfaction

with the local unit• Increased number of new program

opportunities worldwide

BudgetMGA Notes


% Complete

RACI Charts developed to clarify roles and responsibilities between MGA Staff, Local Staff & Volunteers

Develop Communications Plan

* Funding approved by IEEE FinCom

•Increase volunteer engagement

•Minimize volunteer time investment in overcoming unknown obstacles

Progress


Goal

Project: India Membership Plan

Membership growth through improved member satisfaction, volunteer training & engagement, and targeted marketing and benefits in India.- Also finalize required data gathering in 2013

8


• Increased Retention (especially Student)• Increased interactions between sections

and student branches• Improved Student Recruitment• Increased member & volunteer satisfaction

• Develop more relevant engagement opportunities for members in India

• Improved retention (especially student) resulting in a larger IEEE network for members in India

• Improved relevance of IEEE in India

• Improved support from local sections and chapters for members

BudgetMGA Notes

2014 $50K - External environmental scan study- May use SDEA funds for Face to Face

2015 TBD - Marketing (Advertising, list purchases)- TBD placeholder until projects defined


% Complete

Environmental scans; SWOT; and Strategic priorities Finalized

2014 100%

Bangalore Metro Area Workshop Sept 2014 100%

Finalize on participants of 2015 Task Force Team

January 2014 0%

Finalize tactical plan with India Council – including accountability

? 60%

Begin Plan Implementation Plan based on top priorities:- Improve relevance of IEEE to industry, academia and government sectors- Develop programs to enhance membership growth and retention, particularly for young professionals and student members

Q1 2015? 5%


Progress


Goal

Project: Japan Membership Plan

Membership growth through improved member satisfaction, volunteer training & engagement, and targeted marketing and benefits in Japan.

9


% Complete

IEEE Workshop on Japanese Industry Promotion

November 2014

50%

Finalize 2015 Tactical Plans with Japan Council – Including Accountability

Q1 25%

Conduct Tokyo Metro Area Workshop May 2014 0%

Continue Plan Implementation: -Finalize Industry Support Board-Metro Area Workshop-Grow YP Affinity Groups-Young Prof networking events-Young Prof awards(more tactics to be determined after November 2014 Industry Workshop)

10%


• Increased HG recruitment• Increased % members from Industry• Increased % volunteers from Industry• Improved Student Recruitment

• Develop more relevant engagement opportunities for members from Industry

• Improved experience for Young Professionals

• Building a larger IEEE network for members in Japan

• Improved relevance of IEEE in Japan

• Provide more engaging recruitment messaging (e.g. In Japanese language) Budget

MGA Notes

2014 $50K* - Event funds (E.G. MAW, YP networking, Industry Support Meeting)- Marketing activities

2014 TBD -Marketing (Advertising, list purchases)-Staffing if required? -Event funding


Progress


Goal

Project: 2014 Metro Area Workshops

10


% Complete

Planning Q1 2015 100%

MAW Locations, Venues & Dates Determined

Q2 2015 100%

Registration and Marketing Campaign Launched

Q3 2015 100%

3 MAW Workshops Executed Q4 2015 70%Member Experience Improvement

Budget

MGA Notes

2015 $120K

- Continue successful 2011-2013 Metro Area Workshops pilot by designing a program and process that will guide and provide geo-units with the guidance, tools, and support to rapidly and effectively organize their own Workshops.

- Workshop content shall address emerging technologies that are in demand within the local area (Example topics include, Cloud Computing, Smart Grid, Software Engineering, Mobile Application Development and Electric Vehicle Technology). Workshop target audience is practicing engineers and technical professionals who are innovators, have a desire to learn more, and/or are in career transition or considering a career change.

- This projects supports a larger MGA Board objective to modernize the volunteer experience through new models of engagement and also supports the vitality of

our geo-units.

• Attendance at each MAW exceeds 100. • 30% Nonmembers join IEEE at each workshop. • B/E Section Financials.• Overall MAW Top Box Satisfaction to exceed 46% at

each workshop.

Progress


Goal

Project: Facilitating Volunteer Initiatives

Provide business and implementation consultation for new programs and activities volunteers wish to pursue in their local area. Remove barriers associated with ideas that have not been tried before.

11


% Complete

Review, collect and organize OU and HQ practices

Develop guidelines for developing business plan to support local projects

Design template for reference; Offer 1st webinar on how to get started with your idea

Volunteer Experience Improvement

• Increase # of activities in the local unit• Higher member and volunteer

satisfaction with the local unit• Increased number of new program

opportunities worldwide

• Increase volunteer engagement

• Minimize volunteer time investment in overcoming unknown obstacles

• Create pride in ownership of new solutions

• Realize more immediate path forward on projects being socialized in the local unit

Budget

MGA Notes

2015 $0 No budget dollars identified at this time.

Proposed 2015 MGA Priority Projects

Project Project Description Desired OutcomeIEEE Collaboratec(Continuing-2014)

• Launch of Collaboratec (formerly PPCT) tool in Q1 to Members.

• Valuable, trusted and well utilized tool for members to make connections with other technology professionals

Career Experience(Continuing-2014)

• Career resources and tools business plan implementation

The plan involves the following highlights:•Career Networks- People-to-people support at the heart of the experience (distinct IEEE advantage)- Virtual experience in PPCT•Employment- New: Coordinated job site resources for intuitive user experience- New: Social media based job posting using PPCT - Modify: Globalize consultants offerings•Compensation- Create compensation calculators for geographical and technology areas•Professional Identity- Modify: Extend ResumeLab offering to offer white label, customized offering and integration with other career resources•Integration- Coordinated using myIEEE 3.0 and PPCT/Collaboratec platforms- Globally relevant or specific region, technology, or practice-based versions of experience


Project Project Description Desired OutcomeIEEE WIE Business Plan(NEW)

• Develop and execute year of IEEE Women in Engineer business plan. Including 2nd WIE Int’l Leadership Conf, onboarding project specialist, expansion of Program Partnership Program, evolving communications, improvement of Affinity Group Support, initial planning for Regional Workshops

• Conference: Increased attendance, satisfaction and 3rd Party financial underwriting of the conference

• Expansion of Program Partnership: Increased 3rd party financial underwriting of the WiE Programs

• Communications strategy: Improved coordination of WiE communication channels, including social media and planning for IEEE WiE web redesign

• Affinity Group Support: Increased financial support of Affinity Group activities

• Regional Workshops: Begin planning for up to two regional conferences

Volunteer Training(NEW)

• Establish the norm for MGA volunteer training for the future. Renew MGA training into one unified umbrella program that supports the needs of all volunteers for geographic units. All MGA training delivery program offerings will be reviewed to asses whether MGA volunteer needs are being adequately addressed.

• MGA will have an integrated training solution where volunteers, regardless of the role they serve in, can easily find the answers and explanation to meet their training needs.

• This program will establish cooperative agreements for the content and message delivered to MGA volunteers by: 1) committee led programs such as CLE and Volunteer Leadership Program, 2) regions, 3) sections and 4) societies (particularly in chapter training).

• MGA Training curriculum as a pre-requisite for succession planning, committee selection and special programs will be evaluated with recommendations to the MGA Board.


Project Project Description Desired OutcomeImproving Young Professionals Committee Focus on the Member (Continuing-2014)

• Young Professionals Committee has developed a MSCW list of their efforts, they will be picking the key projects to drive a small subset to completion, high member participation, and high member satisfaction

• List of 2-3 key projects or initiatives that can be executed in 2014 with directly accountable individuals, project plans, clear quarter by quarter deliverables, status updates, performance against expected measures of success

MGA Presence in Global Offices(Continung-2014)

• RACI Charts developed to clarify roles and responsibilities between MGA Staff, Local Office staff, Local Volunteers, MGA upper level volunteers

• Seamless interface for volunteers to understand MGA related activities

India Membership Plan(Continuing-2014)

• Implementation of the membership development plan for India, with clear tactical deliverables at the section level within India

• Execution of fully defined tactical plan for member and membership development in India, based on planning activities conducted in 2014

Japan Membership Plan(Continuing-2014)

• The implementation of tactical objectives of membership growth plan for Japan

• Execution of fully defined tactical plan for member and membership development in India, based on planning activities conducted in 2014


Project Project Description Desired OutcomeMetro Area Workshop(Continuing-2014)

• Metro Area Workshop for Sections • Plan and execution of Metro Area Workshops conducted at the local level in 2014

Facilitating Volunteer Initiatives(NEW)

• Develop a new MGA program to provide business and implementation consultation for new programs and activities volunteers are interested in pursuing in their local area.

• The volunteer consultant role will ensure coordination with other IEEE Organizational Units to discuss, gain support as necessary and identify procedures that must be in place to meet IEEE policy and governing practices.

• Increase member engagement and interest in their unit by supporting new activities and programs of interest to volunteers in a local area.

• Ideas brought forward can be evaluated and discussed for assessment and durability, including business planning, implementation and delivery of the program. Development and delivery of business plan templates, financial planning, cost and risk assumptions and other operational planning guides would be made available. Webinars and training materials could also be provided when appropriate.

• This program will result in the ownership of new and increasingly novel approaches to activities in the local units. Volunteers will go further with ideas they may not have delivered due to uncertainty and lack of assurance their ideas could be delivered.

Proposed 2015 MGA Priority Projects – SC14 Reccommendations

Project Project DescriptionFree Access to IEEE Digital Library

• Include free access to IEEE Digital Library as a member benefit. Promote other IEEE Services and products based on their usage and preferences

Incentive and Recognition Program for Companies

• Develop an incentive and recognition program for companies that invest in full or partial support of their employees’ IEEE Membership Dues

Loyalty Rewards • Introduce loyalty rewards such as publication access, conference fees, standards for continued membership

Promotion tool for local events • Provide a tool to build, promote, record, host and broadcast technical events at the local level and make them available to IEEE members

Enhance vTools • Enhance vTools for better usability by volunteers and provide a training program to the Sections

12-CRS-0106 12/12 Proposed 2015 Priority Projects Cecelia Jankowski Managing Director Member &...

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