Membership Programs and Resources in MGA

Presenters:Cathy DownerDenise MaestriRashonda Windham

For Staff and Volunteers - Friday, 5 November 2010

Today’s Agenda

Introduction of Presenters and Attendees

MD Resources and Tools – Cathy Downer

Conference Member Recruitment Program – Rashonda Windham

Senior Member Program – Denise Maestri

Slide 2

IEEE Membership Development Resources & Tools

Cathy DownerIEEE Membership Development ManagerIEEE Member and Geographic Activities c.downer@ieee.org

Slide 3

Today’s Presentation

Resources & ToolsTeam Engagement & CollaborationMember Data & Analysis

Slide 4

Resources & Tools• MD-Alert-All list• MD Web site• MD Monthly Reports• MD Manual• Online order form• Presentations to customize• MGM

Slide 5

MD Alert Alias

MD Webcasts

Membership Development Reports

Miscellaneous MD announcements

“MD-Alert-All”

Send and e-mail message to listserv@listserv.ieee.org with a blank subject line

In the body of the message, type in:Subscribe MD-ALERT-ALL

Slide 6

Membership Development Web Portal

www.ieee.org/md

Slide 7

Links to:• Updated MD Manual (PDF)• MD Webcast Archive Guide (2010 and 2009)• New MD Online Community• New MD Kit Online Form• Monthly MD Progress Reports• Regional & Section Membership Statistics

Links to:• One Page Membership Flyer (PDF)• PowerPoint Presentations• Module for e-Membership• Member-Get-A-Member• And More!

Membership Development ReportsGlobal 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 for Region MD Chair

Society MD Reportso Template developed / available

Slide 8

Membership Development Manual ( linked from MD Portal )

Resource for MD officersQuick IntroductionMD Volunteer Mobilization Platform

Tools & ResourcesMD web portalIEEE collateralMD Calendar

Peer-to-Peer CollaborationOnline CommunityWebcasts

Reports & AnalysisMonthly ReportRegion Monthly ReportStrategy development

Working the position of MD ChairExtra Help

Slide 9

On-Demand Supply Ordering ( linked from MD Portal )

http://www.ieee.org/md

Slide 10

Membership Presentations (linked from MD Portal)

Benefits and opportunity focus / emphasis on value

Presentation template for Professional Grade Members

Presentation template for Student Grade Members

Adheres to IEEE branded presentation template

Member value for global focusIEEE branded template found at IEEE Brand Identity Toolkit, www.ieee.org/about/toolkit/tools/index.html

Slide 11

Simple

Portable

Personalized touch

Single cards, or Avery-formatting for printing on back-side

Recognition for the member recruiting new members

Recent update report on program

in 16 October MD Webcast

Top recruiters reported on in

each MD Monthly Report

Member-get-a-Member Program

Slide 12

Team Engagement & Collaboration

Slide 13

• Team Effort• MD Monthly Webcast• Strategy & Plan Templates

Volunteers – Region, Section, Society MD Chairs

Members – Participation in the MGM program, or otherwise

Staff – MD Staff in partnership with Creative Services, Contact Center, BDRS (Business & Data Related Services) Staff team, MGA, TA, EA, IEEE-USA

MGA MD Staff

Adrienne Hahna.hahn@ieee.org

MGA MD Staff

Elyn Perezelyn.perez@ieee.org

MGA MD Staff

Cathy Downerc.downer@ieee.org

MGA MD Staff

Laura Durrettl.durrett@ieee.org

MGA MD Staff

Nick Lehotzkyn.lehotzky@ieee.org

Slide 14

Worldwide & Integrated Team Effort

MGA MD Staff

Lara Fastl.fast@ieee.org

Slide 15

MD Monthly Webcast

NEW The Archive Guides:• Grouped by month• Listed by presentation topic, speaker, file posted in PDF• Each file accessed by IEEE web account

Monthly MD Webcast3rd Saturday, 10:00 Eastern

Runs 60 – 75 minutes

Volunteers & Members present on topics, along with IEEE Staff

Standard format

Open floor question and answer period

Each session recorded for view at more

convenient time

• Communicate

• Collaborate

• House Information

• Share Practices

MD Virtual Community (linked from MD Portal)

Slide 16

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

– UKRI Section

– Region 1

Slide 17

Member Data & Analysis

Slide 18

• MD Reports• SAMIEEE• New Member Alert

Membership Development ReportsGlobal 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 for Region MD Chair

Society MD Reportso Template developed / available

Slide 19

SAMIEEE (linked from MD Portal)

Volunteer Access to Membership Statistics

4 NEW short Training ModulesNeed IEEE Web Account Registered Users with Designated Access (officer positions)Membership statistics by Geographical – Region, Section, Affinity GroupMembership statistics by individual SocietyPre-defined queriesNEW – MD (MD) Folder with related pre-defined queries

Slide 20

New members in Past 30 days

New members’ interest in joining

Members in Arrears

Inactive Members

Current Student Branches by Section

Active Current Members - GOLD

Current Society Members by Section with Contact Information

Current Society Members with Email who have a specific Technical Interest

Pre-Defined Queries

Slide 21

New Member AlertAutomated monthly email to designated volunteer leadership – Section MD officers

Email message includes URL to Analytics Dashboard for designated officer

Dashboard will open (after secure log on) with report of new members who joined section

Report can be downloaded, sorted, saved

First sent out 29 October 2010

Looking to incorporate alert also to Chapter/MD and Student Branch Chairs

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New Member Alert - ReportReport contains:– Section Name– Member’s full name– Member grade– Join date– Traditional or e-Member– Full Primary Address, email address– Work and home phone numbers– Any Society Affiliation– Reason for joining IEEE– Region code

Slide 23

Thank you !

Questions

Slide 24

Conference Member Recruitment (CMR) Program

Rashonda Windham Membership Development Associate IEEE Member and Geographic Activities r.windham@ieee.org

5 November 2010

Slide 25

CMR Program offers an incentive to those who join at your conference

Higher-grade, full dues paying IEEE membership applicant is given 1 year of membership in one of the 38 Technical Societies

Program runs 1 September – 15 August

CMR Program is NOT open to student membership

CMR Program is NOT open to renewals

CMR Program is NOT for Affiliates

CMR Program is for New Members Only

Conference Member Recruitment Program - Join IEEE And Get a Free Society

Slide 26

Payment Responsibilities

MGA pays for 1 free society of choice for new members who join at your conference

If your conference is not within the guidelines of the CMR program, – provide a GL account number(s) or other payment information

– Note other offers the society is paying for (i.e. student membership)

Please Note:

If an attendee joins at your conference and they are an existing member, should the member receive a balance due letter or will the society pay? Society must decide

Slide 27

How to Request a Campaign Code

Submit the Conference Member Recruitment Form Conference Member Recruitment Form

A Unique Campaign code will be issued– Allow minimum 2-3 weeks lead time to obtain your campaign code

Enter the campaign code on each application processed

Submit all completed applications to IEEE HQ for processing

Request Membership Development Supplies– Submit at least 2 weeks prior to the conference start date

– http://ewh.ieee.org/forms/md/supplies-ondemand.php

Slide 28

Conference Campaign Code Request Form

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Conference Campaign Code Request Form (cont’d)

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Conference Campaign Code Request Form (cont’d)

Slide 31

IEEE Conference Recruitment Summary Form

Sponsor: Date:

POC E-Mail: POC Phone:

Promotional Offer: Valid only for:

New ? Member Number

IEEE Dues Amt

Soc Dues Amt

1st GL Amt Pd

2nd GL Amt Pd

12345678910111213141516171819202122

Member Name Notes

Conference Name:

Point of Contact (POC)

2nd General Ledger Account # (if applicable): Campaign Code (if applicable):

Attach all applications to this document and send to the IEEE 445 Hoes Lane Piscataway NJ 08854 Attn: Member Processingor attach all applications to this document and send in PDF format via e-mail to mga-maildesk@ieee.org

Please return by 9 Aug for Half YearPlease return by 22 Feb for Full Year1st General Ledger (GL) Account #:

Slide 32

Highlights:

Need 2 week lead time to provide campaign code

Attach conference flyer in PDF or Word format

Success of recruitment is trackable

Payment information is provided– Conference recruitment summary form

– Cover letter

Slide 33

Conference Member Recruitment Program

Program Link:– http://www.ieee.org/web/volunteers/membership_dev/cmr.

html

Program Contacts:Denise Maestri:

d.maestri@ieee.org

Rashonda Windham:

r.windham@ieee.org

Slide 34

Thank you !Questions ?

Slide 35

Senior Member Program

Denise MaestriSupervisor, Admission and AdvancementIEEE Member and Geographic Activitiesd.maestri@ieee.org

Slide 36

Requirements for Senior Member Elevation …

10 years of Professional Experience– Education plus Experience total

5 years of Significant Performance– over a period of at least 5 of their years in

professional practice (need not be consecutive, not routine work)

Slide 37

Requirements for Senior Member Elevation, Cont’d…

3 references Nominator counts as 1 reference (if they are

qualified) Qualified Reference: active

IEEE Senior Member, Fellow, Honorary Member, Life Senior Member, Life Fellow

Slide 38

Application Facts

There is NO additional fee to apply if you currently hold IEEE Member grade

• If Affiliate, Student or GSM grade – IEEE Member dues applies prior to elevation

Applicants are responsible to contact and follow-up with their references

Applicants OR a nominator can complete the application form

Slide 39

Application Facts Cont’d…

Applicant, reference and nominator’s membership status must be active

Application, reference forms and resume/CV must be received at the IEEE Operations Center 10 days before a review panel meeting for processing

References need not reside in the applicants local geographic area

Life members are eligible to apply

Slide 40

SAMIeee Predefined Query

How to Access report in SAMIeee: – BMS - Analytics

– Shared Folders

– SAMIeee

– Geographic Predefined Queries

– (GEO) SM Upgrade - 1st Level Requirements

Slide 41

Finding Qualified References

Attend local Section meeting Attend a Senior Member drive Log into memberNet

Locate Senior Members & Fellows Log into myIEEE

View your Sections Officer’s contact info

Slide 42

Senior Member Toolkit Web PageLaunched June 2010 !

Slide 43

Senior Member Toolkit Contents:

Checklist

General flyer

Short newsletter article

Personal invitation

Senior Member application

Guidelines for references

Resume or CV tips

Benefits of Senior Membership

Requirements for Senior Member grade

Applicant reference form

Image of Senior Member plaque

http://www.ieee.org/membership_services/membership/senior/seniormember_elevation_toolkit.html

Slide 44

Senior Member Links…

Links direct the applicant, reference and nominator:• Application Form

• Reference Form

Slide 45

Senior Member Links Con’t…

Status of Senior Member applications:http://www.ieee.org/membership_services/membership/

senior/status.html

Newly elevated Senior Members:http://www.ieee.org/membership_services/membership/

senior/new_senior_members.html

Slide 46

Program IncentiveReward Structure & Administration

Section / Society Bonus Nominate at least 5 members for Senior Member

grade Receive $10 for each applicant that is nominated

and elevated to Senior Member grade by the nominating entity

Payout is early 2010 or in conjunction with the Section Rebate Program

Slide 47

Benefits of Senior Membership… Recognition Engraved Senior Member Plaque US $25 Voucher – To join 1 new Society

expires 31 Dec 2010 Letter of Commendation Leadership Eligibility Reference for Senior Member Candidates US $25 Voucher to share with a non-member

(roll out Oct 2010 - towards membership dues

Slide 48

Take Aways:

Senior Members – 97% retention

Applicants should submit Resume or CV

Quality over quantity

Online application status

Online elevated members

Slide 49

Thank you !Questions ?

d.maestri@ieee.org

senior-member@ieee.org

Slide 50