membership engagement: the key to member retention and … · 2016-09-27 · each member is unique...

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Membership Engagement: The Key to Member Retention and Growth Brent Rosenthal, PDG 6690 Rotary Coordinator, Zone 30 Dr. Deborah Frey Membership Chair, District 6510

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Page 1: Membership Engagement: The Key to Member Retention and … · 2016-09-27 · Each member is unique - there is no “one size fits all” in successful member engagement plans! FAMİLY

Membership Engagement:

The Key to Member Retention

and Growth

Brent Rosenthal, PDG 6690 Rotary Coordinator, Zone 30

Dr. Deborah Frey Membership Chair, District 6510

Page 2: Membership Engagement: The Key to Member Retention and … · 2016-09-27 · Each member is unique - there is no “one size fits all” in successful member engagement plans! FAMİLY

Use the Audio pod to select Use Telephone

- or -

Use Mic & Speakers

* To improve sound quality,

please close all unnecessary

programs such as email, MS

Office, etc. If you have a

cell/mobile phone, please

move it away from your

computer.

Audio options

Page 3: Membership Engagement: The Key to Member Retention and … · 2016-09-27 · Each member is unique - there is no “one size fits all” in successful member engagement plans! FAMİLY

Use the question pod to type in your questions.

Using the question pod

Enter your 2016-17 Position

Page 4: Membership Engagement: The Key to Member Retention and … · 2016-09-27 · Each member is unique - there is no “one size fits all” in successful member engagement plans! FAMİLY

• A copy of today’s broadcast and PowerPoint will also be made available on the zone website.

• www.rizones30-31.org

– >>TRAINING EVENTS >>ZONE WEBINARS

4

Page 5: Membership Engagement: The Key to Member Retention and … · 2016-09-27 · Each member is unique - there is no “one size fits all” in successful member engagement plans! FAMİLY

Membership Engagement: The Key to Member

Retention and Growth

Your Panel Hosts: Dr. Deborah Frey, District 6510 Membership Chair

RC Brent Rosenthal, PDG

Page 6: Membership Engagement: The Key to Member Retention and … · 2016-09-27 · Each member is unique - there is no “one size fits all” in successful member engagement plans! FAMİLY

• We get a lot of members – but lose more!

• Retention is key to growth

• Engagement is critical to retention

WHAT WE KNOW ABOUT MEMBERSHIP TODAY

Page 7: Membership Engagement: The Key to Member Retention and … · 2016-09-27 · Each member is unique - there is no “one size fits all” in successful member engagement plans! FAMİLY

Meaningful participation is the key to member retention –

and growth!

Page 8: Membership Engagement: The Key to Member Retention and … · 2016-09-27 · Each member is unique - there is no “one size fits all” in successful member engagement plans! FAMİLY

• What do we mean by engagement? • What are some best practices for member

engagement and retention? Getting to know you Orientation Induction -Welcome valued customer! Mentorship Action!!!!

WHAT WE NEED TO KNOW TO GROW

Page 9: Membership Engagement: The Key to Member Retention and … · 2016-09-27 · Each member is unique - there is no “one size fits all” in successful member engagement plans! FAMİLY

WHAT IS “ENGAGEMENT?” Engagement can mean many things…

• Meetings • Service projects • Social events • Networking • Fellowship

Page 10: Membership Engagement: The Key to Member Retention and … · 2016-09-27 · Each member is unique - there is no “one size fits all” in successful member engagement plans! FAMİLY

WENGAGEMENT STARTS WITH…HAT IS

“ Knowing Your Members:

• What is their family life?

• What is their vocation?

• What are their passions?

• What do they do for fun?

• Common interests? Shared experiences?

• Why are they interested in Rotary?

Page 11: Membership Engagement: The Key to Member Retention and … · 2016-09-27 · Each member is unique - there is no “one size fits all” in successful member engagement plans! FAMİLY

What is “Engagement?” ENGAGEMENT = ROTARIANS AT WORK!

Page 12: Membership Engagement: The Key to Member Retention and … · 2016-09-27 · Each member is unique - there is no “one size fits all” in successful member engagement plans! FAMİLY

ENGAGEMENT = HAVING FUN TOGETHER at is “Engagement?”

Page 13: Membership Engagement: The Key to Member Retention and … · 2016-09-27 · Each member is unique - there is no “one size fits all” in successful member engagement plans! FAMİLY

ENGAGEMENT = NETWORKING

“Sydney Rotarians Mean Business”

Page 14: Membership Engagement: The Key to Member Retention and … · 2016-09-27 · Each member is unique - there is no “one size fits all” in successful member engagement plans! FAMİLY

VALUE AND “THE VALUE PROPOSITION”

Why should someone join your Rotary Club?

Page 15: Membership Engagement: The Key to Member Retention and … · 2016-09-27 · Each member is unique - there is no “one size fits all” in successful member engagement plans! FAMİLY

ENGAGING BY AUDIENCE

Each member is unique - there is no “one size fits all” in successful member engagement plans!

Page 16: Membership Engagement: The Key to Member Retention and … · 2016-09-27 · Each member is unique - there is no “one size fits all” in successful member engagement plans! FAMİLY

FAMİLY INVOLVEMENT:

Invite family members to attend Rotary events and to participate in club projects

Page 17: Membership Engagement: The Key to Member Retention and … · 2016-09-27 · Each member is unique - there is no “one size fits all” in successful member engagement plans! FAMİLY

Engaging New Rotarians: Engagement Starts Before Joining the

Rotary Family!

• What do prospective members expect? Find out what they want & what they hope will happen.

• Share your club projects & social activities.

• Learn their passions – do they have service avenues they can bring to the club?

• New members should “hit the ground running” – get involved immediately in an area of their passion!

Page 18: Membership Engagement: The Key to Member Retention and … · 2016-09-27 · Each member is unique - there is no “one size fits all” in successful member engagement plans! FAMİLY

Engaging New Rotarians: A Warm Welcome!

• The induction ceremony is a milestone event - recognize & celebrate new members - It’s a BIG deal!

• “2 way” member orientation

• Learn their interests, strengths and goals. Ask: What do YOU want to do in Rotary?

• Activities & socialization • Mentor program

New members should feel as if they have come “home”!

Page 19: Membership Engagement: The Key to Member Retention and … · 2016-09-27 · Each member is unique - there is no “one size fits all” in successful member engagement plans! FAMİLY

NEW MEMBER ORİENTATİON:

• Rotary history & achievements

• Opportunities to serve

• Rotary “culture”

• Expectations of members

• The Rotary world

What does it mean to be a Rotarian?

Page 20: Membership Engagement: The Key to Member Retention and … · 2016-09-27 · Each member is unique - there is no “one size fits all” in successful member engagement plans! FAMİLY

After Orientation: MENTORSHIP

Page 21: Membership Engagement: The Key to Member Retention and … · 2016-09-27 · Each member is unique - there is no “one size fits all” in successful member engagement plans! FAMİLY

MENTOR’S RESPONSİBİLİTİES:

• Introduce to every club member

• Accompany to club events • Ensure involvement in the club • Keep them informed of club

events • Monitor participation

(intervene if appropriate) • Reinforce club policies &

procedures • Be an advocate for the new

member

Be enthusiastic about Rotary!

Page 22: Membership Engagement: The Key to Member Retention and … · 2016-09-27 · Each member is unique - there is no “one size fits all” in successful member engagement plans! FAMİLY

ENGAGING EXPERIENCED ROTARIANS:

Engaged “seasoned” Rotarians valuable club assets. They bring the 3 T’s:

Talent (expertise)

Time (hours to invest)

Treasure (knowledge & expertise to impart)

Page 23: Membership Engagement: The Key to Member Retention and … · 2016-09-27 · Each member is unique - there is no “one size fits all” in successful member engagement plans! FAMİLY

Why do many members stay less than 1 year?

Retention Assessment

Page 24: Membership Engagement: The Key to Member Retention and … · 2016-09-27 · Each member is unique - there is no “one size fits all” in successful member engagement plans! FAMİLY

What about members who stay for only 3-5 years?

What is happening here?

Retention Assessment

Page 25: Membership Engagement: The Key to Member Retention and … · 2016-09-27 · Each member is unique - there is no “one size fits all” in successful member engagement plans! FAMİLY

MEMBERSHIP “CHECK LIST” Engagement

• Treat members and prospects as our customers

• Learn why members join and what they want from their Rotary experience

• Think “value” – give members the opportunity to further their Rotary passions.

• Develop a mentoring program

• Make sure every member is engaged in something they like!

Page 26: Membership Engagement: The Key to Member Retention and … · 2016-09-27 · Each member is unique - there is no “one size fits all” in successful member engagement plans! FAMİLY

MEMBERSHIP “CHECK LIST” Engagement

• Add new activities for new members - consider “class projects”

• Find opportunities for family involvement, including family memberships

• Support new member attendance at conferences and assemblies

• Regularly survey members to determine levels of satisfaction and make changes if indicated!

Page 27: Membership Engagement: The Key to Member Retention and … · 2016-09-27 · Each member is unique - there is no “one size fits all” in successful member engagement plans! FAMİLY

Dr. Deborah Frey Rotary District 6510 Membership Chair

[email protected] (618) 559-1953

RC Brent D. Rosenthal, PDG

[email protected] (614) 595-8424

THANK YOU!

For more information…