membership programs and resources in mga presenters: cathy downer denise maestri rashonda windham...
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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 [email protected]
Slide 3
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 [email protected] 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
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 [email protected]
MGA MD Staff
Elyn [email protected]
MGA MD Staff
Cathy [email protected]
MGA MD Staff
Laura [email protected]
MGA MD Staff
Nick [email protected]
Slide 14
Worldwide & Integrated Team Effort
MGA MD Staff
Lara [email protected]
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
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
Slide 22
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
Conference Member Recruitment (CMR) Program
Rashonda Windham Membership Development Associate IEEE Member and Geographic Activities [email protected]
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
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 [email protected]
Please return by 9 Aug for Half YearPlease return by 22 Feb for Full Year1st General Ledger (GL) Account #:
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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:
Rashonda Windham:
Slide 34
Senior Member Program
Denise MaestriSupervisor, Admission and AdvancementIEEE Member and Geographic [email protected]
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 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