IEEE Membership Development Conference Call / Web Cast 17 October 2009 Lee Stogner Chair, IEEE Membership Recruitment and Recovery Committee l. stogner@ieee. org Cathy Downer MGA Staff - Membership Development c. downer@ieee. org
Membership Development Web Cast Slide 2 Today’s Edition … Preview Topics Society Membership – Rangachar Kasturi Business Cycle Spotlight Member-Get-A-Member Update – Elyn Perez Membership Statistics & Goals Update September 2009 Updates / Wrap-Up / Direction Open Floor Q&A Subject Appendix: SAMIEEE and Arrears Recovery, Step by Step Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Web Cast Slide 3 Today’s Speakers … John Day Director, Membership Development Elyn Perez Manager, Membership Sales Operations Lee Stogner Chair, MRRC Rangachar Kasturi Past President, IEEE Computer Society Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Web Cast Slide 4 Web Cast Notes Webcast presentation available on MD virtual community at https: //www. ieeecommunities. org/ieee. md. net in the files section Attendee lines are muted, except for speakers. To un-mute your phone during the Q&A portion, press *6. To mute your phone again, press *6. Please ask topical questions using the chat box For technical-assistance, e-mail to web-conf@ieee. org any time during webcast This webcast is recorded. Presentation and audio will be available as an “ondemand” resource – URL and announcement to be posted in the MD Virtual community Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Web Cast Slide 5 Web Cast Attendance Roll Call Use the Chat box. Please type in your name/ title/location Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Webcast Preview Topic Society Membership Rangachar Kasturi TAB Representative to MGA Membership Recruitment & Recovery Committee Past President, IEEE Computer Society R. Kasturi@ieee. org Slide
IEEE Membership Development Web Cast Slide 7 Today’s Presentation … Background Suggestions from Societies Membership Value Member Engagement Operational Improvements Increasing Membership Update from MGA-TAB Committee Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Web Cast Slide 8 Background This is a follow up to my presentation on May 30, 2009 on MGA & TAB Working Together to Grow IEEE and Society Membership A mail was sent to society presidents and their MD chairs requesting them to share one or two ideas that helped in recruitment and retention Response was overwhelming but was not focused on this specific topic About 15 ideas from societies on what helped them About 70 general comments on how to improve membership value, member engagement, operations, and recruitment There were hundreds of other mails which started burying the “signal” in all the “noise” - Mail Lists have been shutdown and an Yahoo group has been established at: http: //finance. groups. yahoo. com/group/ieee_growth/ Following slides summarize these suggestions. Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Web Cast Slide 9 Societies – What Worked for Them Half year free for new members (digital) Society specific Linked. In groups – access only for members Must match local competition from international professional societies such as IET, ACM, etc. Networking events just for GOLD to better engage and build camaraderie Closing societies will result in losing those IEEE members Special student networking to improve engagement Sections support chapters activities Collaboration with other nonprofits within society’s area Free access to digital editions of society pubs Single themed workshops to reach broad audience International conferences in R 8 -10 Tailored newsletters – news and information, careers and jobs, DL update, etc. Member to member emails during renewal TY gift (personalize notepad) Revitalize chapters – MVP program One year free memberships to conference attendees Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Web Cast Slide 10 Increase the Value of Membership Practitioner products – webinars, tutorials, certification Frequent – at least monthly – section meetings Limited IEEE Xplore® access, web tutorial, IEEE Expert Now courses Section/chapter sponsored educational activities for practitioners Distinguished Lecturers Tour are very valuable but there are recent cuts Colleges get point in accreditation for having a branch Student mentoring online or blog IEEE sponsored industry visits IEEE Xplore® access from a single location for chapters – will increase membership in several countries Help members who have lost their jobs by retraining Career fairs Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Web Cast Slide 11 Increase Member Engagement and Relationships Member bring a member to meeting – free lunch Companies should be encouraged to support volunteering Company paid Lunch time meetings (not night time) Engage students as “interns” in section/chapter Ex. Coms Member Visitor Program (Senior Members and Fellows giving talks while they are on their own travel) Regularly scheduled monthly meetings IEEE should become members technical and professional home Establish on line discussion forums in technical topics Section recognizes by awards local industry for its policies and its technical leadership Work with local government to support IEEE activities Joint meetings with neighboring sections/chapters to increase frequency Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Web Cast Slide 12 Increase Operational Efficiency & Effectiveness Implement Section Congress recommendations Improve support for conferences to attract members IEEE to provide administrative support for section/chapters in return for a % of retained earnings Need more volunteer training Discount for opting out of print, conference discounts, etc. New tools (web-in-a-box, v. Tools, netnote) are helpful but we need a better system for interaction with MGA (L 31 is a nightmare) Discount for volunteers Low-income discount to society dues More branches, links, hubs (drivers), etc. to manage large sections/student branches Some Sections are too large and geographically cover large space Conference calling and web meeting facilities to sections and chapters Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Web Cast Slide 13 Increase Membership Key dues to local purchasing power - Dues as much as 20% of salary in parts Limited IEEE Xplore® access Simplified fee structure Charge fee for meetings/tutorials to nonmembers (if free then there is no reason to join) Bundle society membership Need elevator speech for membership Include membership enrollment in conference registration forms One year trial membership in a society for new members August to December trial membership in a society for all members Section rebate is used subsidize student dues Multi-year student dues Company bulk scholarships towards student dues Company affiliate program Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Web Cast Slide 14 Update from MGA-TAB Committee Student chapter development initiative. The goal is to increase student chapters where IEEE is underrepresented, especially in Computer Science and IT, but in any new technical area on campuses outside of traditional EE/CSE departments or schools where IEEE should be but does not have a presence. This work presents opportunities for any society growing in a new technical area to establish new branches. Expanded Xtreme programming marketing and communications aligned with the student chapter development initiative and 2010 Student Offer. Although Xtreme registration is now closed with 1000+ teams (a record!) registered, the webcast participants should be encouraged to follow the contest through 24 October and continue to call it out to attract students. There will be more students contests to follow. 2010 Student Offer. As part of the goal to increase IEEE branches and attract more students from areas where IEEE is underserved, our work has expanded the outreach to the computer science/IT area through the Special Student Offer for 2010: a bundled student membership for $40 which includes IEEE + IEEECS student membership and access to the Computer Society Digital Library. Perhaps other societies would want to consider similar packages together with MGA in the future? Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Web Cast Slide 15 Update from MGA-TAB Committee Monthly “Society Focus” section in the Member Benefits Bulletin. Each section features the Societies logo, brief description and a “Find out more” and “Join Today” link. – On average 69, 000 members see this every month. – To date, “Find out more” links received 266 unique clicks and “Join Today!” received 162 unique clicks. Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Web Cast Slide 16 Presidents’ Change the World Competition Goal: The competition’s goal is to recognize and reward individual students or teams of students who identify a real-world problem and apply engineering, science, computing and leadership skills to solve it. The contest offers students the perfect opportunity to have their ingenuity and enthusiasm for engineering and technology recognized by prestigious IEEE members around the globe. We will work to incorporate this competition into Society messaging (conferences, web site, newsletter, etc. ) to encourage student society members to participate and encourage new student growth. Flyers, Posters, Web Banners will be available the week of 19 October www. ieee. org/changetheworld Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Web Cast Slide 17 Thank you ! Questions ? Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Webcast Slide Business Cycle Spotlight Member-Get-A-Member Program 2009 Presented by: Elyn D. Perez Membership Sales Operation Manager elyn. perez@ieee. org
Membership Development Web Cast Slide 19 MGM Program Overview Member-Get-a-Member rewards current IEEE members for referring new members to join. Members receive $15 per higher grade member recruited. $2 per student member recruited – HG members cannot earn awards on students recruited. Annual max award of $90 per member. Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Web Cast MGM Program Overview Slide 20 continued Awards are assessed at the end of the membership year in September, and are sent to eligible recruiters in the form of a promotion code that can be used toward: – membership renewal, – IEEE products and services, – a donation to the IEEE foundation. Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Web Cast Slide 21 MGM - 2009 Enhancements Pre-printed MGM Referral Cards in every member’s renewal or new member acknowledgement pack – Potential for every member to hand out 4 cards to prospective members – Members can print out additional cards online Section awards – Top 5 recruiters in each region receive an additional award for their section – Top overall recruiter receives an additional section award Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Web Cast MGM - 2009 Enhancements Slide 22 continued Simplified award structure – Flat award amount per student recruited – Annual cap of $90 Automation in BMS (IEEE’s Business Management System) to produce better and more efficient reporting Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Web Cast Slide 23 Member-Get-a-Member 2009 MEMBERSHIP YEAR RESULTS Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Web Cast Slide 24 MGM Program Results – 2009 Membership Year 3, 132 member recruiters participated. – 1, 619 (52%) student member recruiters – 1, 513 (48%) higher grade recruiters – An average of 3. 7 new members per recruiter. 11, 577 new members were recruited. – 7, 517 students (65%) – 4, 060 higher grade (35%) Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Web Cast Slide 25 MGM 2009 – Contribution to Overall Recruitment MGM program accounted for 14% of total recruitment in 2009 Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Web Cast Slide 26 MGM Recruits by Region - 2009 # Recruits 2009 % Total MGM Recruits Asia & Pacific - Region 10 5, 400 46. 6% Europe, Middle East, Africa - Region 8 3, 033 26. 2% Latin America - Region 9 1, 863 16. 1% Western USA - Region 6 256 2. 2% Southeastern USA - Region 3 198 1. 7% Eastern USA - Region 2 189 1. 6% Northeastern USA - Region 1 176 1. 5% Southwestern USA - Region 5 161 1. 4% Central USA - Region 4 161 1. 4% Canada - Region 7 140 1. 2% Region Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Web Cast Slide 27 MGM 2009 – Contribution to Overall Recruitment MGM program accounted for 19% of total HG recruitment in 2009 Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Web Cast Slide 28 MGM 2009 – Contribution to Overall Recruitment MGM program accounted for 13% of total student recruitment in 2009 Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Web Cast Slide 29 Top MGM Recruiters in 2009 New Members Recruited* Region Section Uwe Bratzler R 8 -Europe, Middle East, Africa Switzerland Section 168 Shiban K. Koul R 10 -Asia and Pacific Delhi Section 161 Navin Thomas Mathew R 10 -Asia and Pacific Kerala Section 109 Dan Jobe R 6 -Western USA Albuquerque Section 102 Pauline Gama R 9 - Latin America Colombia Section 72 Mohammad Khamash R 8 -Europe, Middle East, Africa Jordan Section 66 S. Sadkhan R 8 -Europe, Middle East, Africa Iraq Section 65 Anirudh Varadhan R 10 -Asia and Pacific Bombay Section 59 Edip Serdar Guner R 8 -Europe, Middle East, Africa Turkey Section 58 Madras Section 58 M. Ashok Kumar R 10 -Asia and Pacific *MGM eligible, does not include HG members who recruited students Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Web Cast Slide 30 Member-Get-a-Member YEAR-OVER-YEAR COMPARISON Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Web Cast Slide 31 New Members Recruited ’ 09/’ 08 Ø Though there was a 4% overall decline in members recruited through the MGM program, there was a significant increase (26%) in higher grade recruitment through MGM. 2009 % Chg YOY 2008 11, 577 -4% 11, 997 Student 7, 517 (65%) -14% 8, 774 (73%) Higher Grade 4, 060 (35%) +26% 3, 223 (27%) 2009 % Chg YOY 2008 14% -13% 16% Student 13% -19% 16% Higher Grade 19% +46% 13% Total MGM Recruits as a % of Total Recruitment Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Web Cast Slide 32 MGM Recruits by Region ’ 09/’ 08 Region New Members Recruited % Change 2009 YOY 2008 R 1 -10. 7% 197 R 2 189 +45. 4% 130 R 3 198 +23. 0% 161 R 4 161 +76. 9% 91 R 5 161 +26. 8% 127 R 6 256 +7. 6% 238 R 7 140 +2. 2% 137 R 8 3033 -12. 8% 3, 477 R 9 1863 -39. 0% 3, 056 R 10 Regions 2 thru 7 saw positive growth YOY. 176 5400 -18. 6% 6, 633 Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Web Cast Slide 33 MGM Participating Recruiters ’ 09/’ 08 Ø Significant increase in the number of student members participating, though overall student recruitment through MGM is down. Ø Overall more members are participating, but they are recruiting fewer members. 2009 % Chg YOY 2008 3, 132 +7. 3% 2, 920 Student 1, 619 (52%) +27. 2% 1, 288 (44%) Higher Grade 1, 513 (48%) -7. 3% 1, 632 (56%) 3. 7 -9. 8% 4. 1 Participating Recruiters Avg New Members per Recruiter Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Web Cast Slide 34 MGM 2009 – Key Takeaways The data shows a decrease in the number of members recruited under MGM, year-over-year, but an increase in the number of participating recruiters: – Year-over-year HG recruitment trends overall are in decline and so the 2009 MGM results are probably more an indication of the economic climate than the structure of the program. – More members are recruiting but recruiting fewer members. § Interestingly, HG MGM recruitment increased dramatically. – Increased awareness of the program (vis-à-vis the ack pack cards), especially among higher grade members. Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Web Cast Slide 35 MGM Program - Future Planning Continuing insertion of MGM cards in ack packs this year Online MGM referral form Pilot underway now in ieee. org Join page Based on one month’s traffic, we will determine the best business process to move forward Eventually build an XML applet to further automate e. MGM initiative Full integration with my. IEEE Creation of a new MGM module to send and track referrals, awards accumulated Additional db fields in BMS to further enhance and automate reporting and award calculation/notification Work request submitted and approved for inclusion in future BMS release Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Web Cast Slide 36 Thank You! Complete program rules are online at: www. ieee. org/mgm Questions? Comments? – elyn. perez@ieee. org Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Webcast Membership Statistics & Goals Update October 2009 Presented by: John Day Director, Membership Development j. day@ieee. org Slide
Membership Development Web Cast Slide 38 September 2009 Snapshot In 2009. have begun recognizing August student elevations in August (rather than December) Will create shortterm anomaly in year-over-year reporting for HG and ST totals August through November All to be reconciled in December, for 2009 and annually thereafter Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Web Cast Slide 39 Year-over-Year Monthly Growth – Total Membership 376, 513 Up 2. 4% from prior month Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Web Cast Slide 40 Year-over-Year Monthly Growth – Higher-Grade Membership (including GSM) In 2009. have begun recognizing August student elevations in August (rather than December) Will create short-term anomaly in year-over-year reporting August through November All to be reconciled in December, for 2009 and annually thereafter Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Web Cast Slide 41 Year-over-Year Monthly Growth – Student-Grade Membership (including GSM) In 2009. have begun recognizing August student elevations in August (rather than December) Will create short-term anomaly in year-over-year reporting August through November All to be reconciled in December, for 2009 and annually thereafter Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Web Cast Slide 42 Active Membership by Region In 2009. have begun recognizing August student elevations in August (rather than December). Short-term anomaly in year-over-year reporting of higher-grade and student membership August through November Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Web Cast Slide 43 Year-over-Year Society Membership Society MD Disposition Respective Sum Totals Aggregate Total Memberships Across 38 Societies (4, 160) Growth > 1%: 20 Societies + 6, 024 + / - 1%: 5 Societies + (42) Decline > 1%: 13 Societies (10, 142) Influence of Large Societies Power & Energy + ~ 1, 100 Computer Society (~ 4, 800) Communications Society (~ 3, 250) Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Web Cast Slide 44 Year-over-Year Society Membership, Detail (cont. ) Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Web Cast Slide 45 Year-over-Year Society Membership, Detail (cont. ) Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Web Cast Slide 46 Year-over-Year Society Membership, Detail (cont. ) Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Web Cast Slide 47 Year-End Projection, as of September … ( if we maintain our present month’s, year-over-year gains ) 395, 801 Forecasting in the range of 392, 500– 395, 000 (revised) ST recruitment is driving results Not yet seeing a pickup in HG recruitment Prior all-time record for total IEEE membership: 382, 483 Recruitment is now the primary growth-driver of membership for the balance of 2009 Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Web Cast Slide 48 Year-End Projection, and 2010 … (1) 2009 growth is driven predominantly by students (2) First-year member experience strategy in its infancy 2009 Attrition – First-Year Members Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Web Cast Slide 49 In Closing, sustaining our accomplishments … Member Attrition 2009 membership accomplishments 2010 membership year first-year member experience strategy Implementation Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Web Cast Slide 50 Thank you Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Webcast Slide Updates & Reminders / Direction Presented by: Lee Stogner Chair, IEEE MRRC
Membership Development Web Cast Slide 52 Wrap Up / Direction – MD Prioritization q January through April – 85% effort - Retention / Arrears Recovery – 15% effort - Recruitment q May through August – 15% effort - Arrears Recovery – 85% effort - Recruitment q September through December – 85% Recruitment – 15% Renewal monitoring All the while … MD Staff support: • Retention / arrears recovery campaigns, electronic and print (through August) • Recruitment / incomplete applications / reinstatement campaigns (monthly) • Recruitment / authors outreach (May timeframe) Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Web Cast Slide 53 2010 Membership Year Renewal / Recovery Schedule Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Web Cast Slide 54 First-Year Member Strategy & Engagement Now Available! New SAMIEEE Query - “(MD) First Year Members Not Renewed” MGA Ops / Process How can we … First Year Members Volunteer / Peer-to. Peer Interactive Products Improve the personal outreach to new members ? Recognize new members in our local communications and newsletters ? Offer special recognition or events for new members ? Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Web Cast Slide 55 IEEE-USA Incentive to Regions 1 -6 Reminder to track Section new joins #1 Maintain total membership count at same level as prior year # 2 Recuit new (not a member previously) higher grade members above the Section’s total recruitment from the prior year #3 Migrating members – those who moved from one section to another do not qualify Updated Queries in SAMIEE/Analytics – pulls higher grade NEW members in Section (shows join date and member grade) – Utilize the SAMIEEE/Analytics Dashboard for convenience – Track data monthly Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Web Cast Slide 56 Future MD Webcast Topics & Speakers – Tentative Schedule NOV Conference Member Recruitment Program GOLD / Student Strategy Plans SAMIEEE/Analytics Dashboard Updates DEC To be determined Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Web Cast Slide 57 Wrap Up / Direction – Next Webcast Saturday, 14 November 2009 This is a change in schedule – 2 nd Saturday, due to IEEE Board of Directors Meeting. Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Web Cast Slide 58 Thank you ! Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Webcast Open Floor Q&A Slide
Membership Development Web Cast Slide 60 APPENDIX Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Web Cast Slide 61 Updates & Reminders – MD Dashboard One-stop interface containing modules of commonly-queried member data – Data modules display data corresponding to Volunteer access privileges – E. g. , New members, members in arrears Data modules refreshed upon log-in. Queries automatically launched in background Each Volunteer will need to configure his / her dashboard – See Webcast presentation in Appendix for step-by-step instructions For one-on-one assistance, contact Cathy Downer – c. downer@ieee. org Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Webcast Appendix Slide The SAMIEE / MD Dashboard – Step-by-Step Configuration Prepared by: Helen Shiminsky MGA Information Process Specialist Contact: h. shiminsky@ieee. org Cathy Downer MGA MD Manager Contact: c. downer@ieee. org
Membership Development Web Cast Slide 63 MD Dashboard Access Open SAMIEEE home page at www. ieee. org/samieee Click on “Access Geographical Membership Statistics” , sign-in using your IEEE web account Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Web Cast Slide 64 Opening Dashboard Click to add content at middle of screen Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Web Cast Slide 65 Selecting Queries available from “My Folder” or “Shared Folders” to pull into the dashboard Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Web Cast Slide 66 Find “Shared Folders”, Click on SAMIEEE to open, Click on Subfolder “Geographic Predefined Queries” Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Web Cast Slide 67 NEW Files in Predefined Queries – labeled (MD) New Ø(MD) Members Joining in Past 30 days Ø(MD) All Members Joining since beginning of membership year Ø(MD) Members in Arrears (contact info) Ø(MD) Inactive Members (contact info) Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Web Cast Slide 68 Find the document(s) you want to select. Left mouse click and drag (individually) to the blue shaded area on right and drop the file Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Web Cast Slide 69 Dashboard Set up Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Web Cast Slide 70 Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Web Cast Slide 71 ØSelect “Reports Link” ØSelect “Download” option ØClick on OK This will make the “Download” option available for this Dashboard Query. It must be repeated for each individual query being selected. Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Web Cast Slide 72 Completing the Query Download Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Web Cast Slide 73 Complete the query selection and set properties, time to SAVE! Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Web Cast Slide 74 Queries will run/refresh each time you open your dashboard. Once the queries have completed pulling the data, they will appear in your dashboard. Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Web Cast Slide 75 Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Web Cast Slide 76 To add, change or delete selected reports Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Web Cast Slide 77 Completing changes and save Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Web Cast Slide 78 Re-entering the Dashboard Queries will run/refresh each time you open your dashboard. Note: refresh can complete at different times for each query selected. Once the queries have completed pulling data, they will appear in your dashboard. Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Web Cast Slide 79 Printing your queries Queries can be printed to a HTML or PDF formatted page To pull into Excel, user must highlight and copy each report individually and paste into an Excel spreadsheet. From Excel you can then sort the data and rearrange columns as you wish Any refining of the process to print will be forwarded Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Webcast Appendix Field Team Resources Presented by: Lee Stogner Chair IEEE MRRC Slide
Membership Development Web Cast Slide 81 MRR Team Development – Engagement Alignment with the new MGA mission and values Volunteer & Staff partnership MD position vacancies Regional Training Partnering across IEEE MD Portal & Virtual Community If the MGA is Successful … IEEE member satisfaction & relevance is growing and reflected in improved retention and total membership The MGA is a data-driven organization that proactively anticipates and reacts to the needs of the member and the profession The MGA facilitates recruitment, training, development of IEEE volunteer leaders The MGA facilitates successful regions, sections, chapters, and affinity groups The MGA is responsible for all aspects of member and membership activities with the IEEE The MGA ensures a “home(s)” for every member Technology professionals will understand IEEE membership’s importance in their careers The MGA will develop sections, and regions and reward them based on their measured success The MGA facilitates communications and engagement opportunities for IEEE members in multiple ways IEEE and its members’ achievements are universally recognized Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Web Cast Slide 82 The Regional “Field Team” (2009) R 1 – Dr. Ravi Todi R 6 – Zak Cohen R 2 – Wole Akpose R 7 – Kathleen Chafe R 3 – Lee Stogner R 8 – Aleksandar Szabo R 4 – Tarek Lahdhiri R 9 – Tania Quiel R 5 – Robert Shapiro R 10 –Zhisheng Niu Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Web Cast Slide 83 The Regional “Field Team” Lee Stogner Ravi Todi Wole Akpose Lee Stogner Tarek Lahdhiri Robert Shapiro Zak Cohen Kathleen Chafe Vijay Narasimhan Aleksandar Szabo Tania Quiel Zhisheng Niu Cathy Downer John Day IEEE MGA R 1 R 2 R 3 R 4 R 5 R 6 R 7 R 8 R 9 R 10 IEEE Staff l. stogner@ieee. org rmtodi@us. ibm. com wole@ieee. org l. stogner@ieee. org lahdhiri@ieee. org bshapiro@ieee. org zcohen@ieee. org chafek@ieee. org vijay_narasimhan@ieee. org a. szabo@ieee. org t. quiel@ieee. org niuzhs@tsinghua. edu. cn c. downer@ieee. org j. day@ieee. org Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Web Cast 2009 MGA GOLD Committee Chair Adrian Pais (a. pais@ieee. org) Region 8, Benelux Section Past Chair Soon Wan (gimsoon@ieee. org) Region 1, Boston Section MGA GOLD Representative #1 William Serre (serrew@ieee. org) Region 4, Iowa-Illinois Section MGA GOLD Representative #2 Yasuharu Ohgoe (yasuharu@ieee. org) Region 10, Tokyo Section Slide 84 Region 3 GOLD Coordinator Wah Myint (myintwa@ieee. org) Atlanta Section Region 4 GOLD Coordinator Aisha Yousuf (ayousuf@ieee. org) Atlanta Section Region 5 GOLD Coordinator Jeffry Handal (jhandal@ieee. org) Baton Rouge Section Region 6 GOLD Coordinator Russell Hunter (Russell. H@computer. org) Orange County Section TAB GOLD Representative #1 Ravi Todi (rtodi@ieee. org) Region 1, Mid-Hudson Section Region 7 GOLD Coordinator Daniel Coode (dan. coode@ieee. org) North Saskatchewan Section TAB GOLD Representative #2 Xavier Perez Costa (perez@netlab. nec. de) Region 8, Germany Section Region 8 GOLD Coordinator João Figueiras (figueiras@ieee. org) Denmark Section Region 1 GOLD Coordinator Uri Moszkowicz (uim@ieee. org) Boston Section Region 9 GOLD Coordinator Gaspar Agñó (gagno@ieee. org) Argentina Section Region 2 GOLD Coordinator Rachel Andre (randre@ieee. org) Baltimore Section Region 10 GOLD Coordinator Helene Fung (hfung@ieee. org ) Western Australia Section www. ieee. org/gold Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Web Cast Slide 85 Membership Development Portal – www. ieee. org/md Membership Reports MD Virtual Community SAMIEEE access Membership Development Manual Member benefits at a glance Recruitment programs and tools MD Kits – online order form Benefit Development Toolkit: Regions 7 -10 Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Web Cast Slide 86 Online Order Form – www. ieee. org/mdsupplies Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Web Cast Slide 87 Online MD Resources The web page to join the IEEE The web page for MD volunteers The web page for IEEE benefits – www. ieee. org/benefits www. ieee. org/join www. ieee. org/md Your Region web page Your Section web page Your Chapter web page Your Conference web page Your Student Branch web page www. ieee. org/? ? Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Web Cast Slide 88 Thank you ! Questions ? Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Webcast Appendix Slide SAMIEE & Arrears Recovery: Step-by-Step Presented by: Aleksandar Szabo Region 8 Membership Development Coordinator/Subcommittee Chair
Membership Development Webcast Slide 90 SAMIEEE Predefined Queries How to select Arrears Aleksandar Szabo Region 8 Membership Development Coordinator/Subcommittee Chair a. szabo@ieee. org Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-onf@ieee. org
Membership Development Webcast Slide 91 The Terminator Action Members who didn’t renew for 2009 till the end of 2008 continued to have all the member benefits during January and February 2009. Such members are named “Pre-Arrears” At the end of February, after the Terminator Action, all the Pre-Arrears who didn’t renew are sorted out, their member benefits, rights and privilages are deactivated (they don’t receive the journals anymore) and they are named “Arrears” Starting from the beginning of March all members renewing for 2009 are transfered from the list of Arrears to the list of Active Members and their member benefits, rights and privilages are activated again instantaneously (they receive again the journals) Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Webcast Slide 92 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, Treasurers, Secretaries • Region MD Chairs • Section/Council/Subsection Chairs, Vice Chairs, Treasurers and Secretaries • Section/Council/Subsection MD Chairs • Chapter and Joint Chapter Chairs • Student Branch Chairs and Counselors • Society Presidents, President Elects, Past Presidents, Vice Presidents, Treasurers, Secretaries, Executive Directors, Administrators, Chapter Coordinators • Society Membership Chairs Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Web Cast Slide 93 SELECTING THE ARREARS USING SAMIEEE Use SAMIEEE to get the list of Arrears (members who didn’t renew for 2009) in your Organizational Unit Go to SAMIEEE www. ieee. org/organizations/vols/samieee/positions. html 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 (green arrow on the slide showing Predefined Queries) (GEO) Arrears: Member Contact Info By Section-By Grade Download the list to Excel and sort the data as you like. . . Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Slide 94 Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Web Cast Slide 95 Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Web Cast Slide 96 Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Web Cast Slide 97 Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Web Cast Slide 98 Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Web Cast Slide 99 Download to Excel and sort the data as you like. . . Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Webcast Slide IEEE R 8 MD Subcommittee Pre-Arrears Retention Project Aleksandar Szabo and Ali El-Mousa
Membership Development Web Cast Slide 101 Objectives To try to entice and encourage as many as possible higher-grade members from R 8 to renew their membership To gather information regarding the issues facing members during the renewal process To motivate section chairs and section MD officers to act Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Web Cast Slide 102 Strategy Use SAMIEE to get an updated list of ALL prears in R 8 with all their details Compose and send a very friendly, PERSONAL email inviting the member to renew Send a report and details of the activity to section chairs and MD officers Help resolve the issues that members raise as a result of the above communications. (This was a byproduct of the strategy) Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Web Cast Dear The Personal Letter John Doe, Senior Member Slide 103 of IEEE YYYY Section We sincerely hope that you are doing well. Perhaps you forgot, but we still have not heard from you regarding your 2009 IEEE membership. We don't want to lose you as a valuable member, but unfortunately your IEEE membership is past due and your benefits and services will stop by the end of this month. The IEEE exists to support members like you. Please take a moment to visit http: //www. ieee. org/myieee to explore the many ways IEEE can support you and your career. Also, please visit http: //ieee. org/web/membership/benefits/index. html to discover more of the benefits of membership and the various opportunities it can provide you. We truly hope that you will take the decision to reinstate your IEEE membership today, by going online at: http: //www. ieee. org/renew. You will need your IEEE User Name and Password to use the web account. For your convenience, your membership number is 41248624. Or you can mail your renewal invoice (received from IEEE) with payment to IEEE to continue enjoying your member benefits. We are sure that you are aware that your organization, the IEEE, is the largest technical organization in the world, and in fact, this year we are celebrating the 125 th anniversary with some exciting events. You can find out more at http: //www. ieee 125. org/ Be sure to renew for 2009 now to be included in the 125 th Anniversary Drawing to win one of 125 US$100 Visa Gift Cards. You should renew by April 30 to be included in the draw. For answers to frequently asked questions (FAQ) regarding renewal, please visit: http: //www. ieee. org/web/membership/renew/faq. html For a PDF copy of the 2009 IEEE Special Interest Memberships & Subscriptions catalog, please visit: http: //www. ieee. org/web/membership/renew/customize. html If you need assistance please contact the IEEE at http: //www. ieee. org/memberservices or speak directly with an IEEE Member Services Associate by calling +1 732 981 0060. If you have any specific questions, please don't hesitate in contacting your EEE Section Membership Development Officer, Section Chair or our IEEE Region 8 Member Development Team. With regards, IEEE R 8 Member Development Team Aleksandar Szabo a. szabo@ieee. org Ali El-Mousa a. elmousa@ieee. org ***If you have already renewed your IEEE membership, we thank you for your continued interest in the IEEE and ask that you please disregard this notice. *** Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Web Cast Slide 104 Some Statistics The amount of emails sent was exactly 15, 131. This included all membership in R 8 except students, graduate students and affiliates To date we have received 4, 030 replies, and we are still receiving them daily. About these replies: 786 were undeliverable messages. (mostly due to wrong or no longer available email addresses). We believe this is quite a large number which deserves some attention to see how we can mend it Ø 2, 791 messages which were indications that the email sent was read by the recipient (this is an indication by the email system that the recipient actually opened the email, some email systems do not send such replies, so it does not mean the others did not open the email) Ø 435 queries with problems, thank you notes, I renewed now etc messages Ø We replied directly to around 400 emails Ø Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Web Cast Slide 105 Results Many members renewed after receiving our letter We could validate the letter’s impact by daily queries in SAMIEEE The number of Pre-Arrears (un-renewed members) was decreasing faster than usually. We had a significant advance in higher grade retention in February We learned a lot, we informed and helped members, etc. Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Web Cast Slide 106 Reply Strategy This was formulated after receiving initial replies and based on the trends The amount of replies asking for help and assistance was very large We had to answer otherwise we lose credibility Sample ready-made replies were formulated to help deal with this problem Many problems were directly forwarded to IEEE HQ for sorting This really took quite a bit of time/effort Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Web Cast Slide 107 Reply 1 (Problems with Renewal) Thank you for your email. Please follow the following link to have someone contact you directly for assistance: http: //www. ieee. org/web/aboutus/help/contact/autocallbackform. html Alternatively, check the help info at the following link: http: //www. ieee. org/web/aboutus/help/contact/index. html Best regards, Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Web Cast Slide 108 Reply 2 (Discount Directions) You can claim a discount if you are among the categories of special circumstances mentioned on the right hand side of the following web page: http: //www. ieee. org/web/membership/Cost/dues. html Hope things improve for you. Best regards, Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Web Cast Slide 109 Acknowledgements We would like to acknowledge the help of Stacey Waters from IEEE HQ and the Staff of Member Services in helping to sort out the many renewal problems that were sent to us by members Thank you! Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Webcast Appendix Slide International Phone Numbers MD Webcast
Membership Development Web Cast Toll free US & Canada: Toll US & Canada: Local - Australia, Sydney: Local - Austria, Graz: Local - Austria, Vienna: Local - Belgium, Brussels: Local - Belgium, Liege: Local - Brazil, Sao Paulo: Local - Denmark, Copenhagen: Local - Finland, Helsinki: Local - France, Lille: Local - France, Lyon: Local - France, Marseille: Local - France, Paris: Local - Germany, Berlin: Local - Germany, Cologne: Local - Germany, Frankfurt: Local - Germany, Hamburg: Local - Germany, Munich: Local - Hong Kong: Local - Ireland, Dublin: Local - Italy, Milan: Slide 111 1 -866 -546 -3377 1 -719 -234 -7872 +61 (0) 2 8207 3481 +43 (0) 316 218 875 089 +43 (0) 1 274 872 5021 +32 (0) 2 300 1147 +32 (0) 4 244 10 39 +55 11 5582 6544 +45 70 14 49 57 +358 (0) 9 2311 3376 +33 (0) 359 81 35 02 +33 (0) 426 84 04 42 +33 (0) 488 91 55 39 +33 (0) 1 72 69 79 27 +49 (0) 30 59002 4941 +49 (0) 221 6501 0766 +49 (0) 69 12009 827 +49 (0) 40 80902 0896 +49 (0) 89 71040 5612 +852 3008 0323 +353 (0) 1 437 0818 +39 02 897 819 55 Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Web Cast Local - Italy, Rome: Local - Italy, Turin: Local - Japan, Tokyo: Local - Netherlands, Amsterdam: Local - Netherlands, Rotterdam: Local - Norway, Oslo: Local - Scotland, Glasgow: Local - Singapore: Local - Spain, Barcelona: Local - Spain, Madrid: Local - Spain, Valencia: Local - Sweden, Stockholm: Local - Switzerland, Geneva: Local - Switzerland, Zurich: Local - UK, Birmingham: Local - UK, Leeds: Local - UK, Liverpool: Local - UK, London: Local - UK, Manchester: Slide 112 +39 06 833 604 29 +39 011 2173 449 +81 (0) 3 4455 1494 +31 (0) 20 262 9512 +31 (0) 10 742 01 29 +47 21 54 70 94 +44 (0) 141 404 9909 +65 6517 0632 +34 93 802 0297 +34 91 829 8573 +34 96 314 6027 +46 (0) 8 5205 4929 +41 (0) 22 555 0208 +41 (0) 44 556 8420 +44 (0) 121 260 4885 +44 (0) 113 322 2679 +44 (0) 151 203 9907 +44 (0) 20 7078 9148 +44 (0) 161 250 8004 Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Web Cast International toll free - Argentina: International toll free - Australia: International toll free - Austria: International toll free - Belgium: International toll free - Chile: International toll free - China, Northern Region: International toll free - China, Southern Region: International toll free - Colombia: International toll free - Czech Republic: International toll free - Denmark: International toll free - Dominican Republic: International toll free - Ecuador: International toll free - France: International toll free - Germany: International toll free - Greece: International toll free - Hong Kong: International toll free - Hungary: International toll free - India: Slide 113 0800 222 0019 1 800 059 489 0800 295 592 0 800 76 384 123 0020 9212 10 800 140 1338 10 800 714 1335 01 800 518 1029 800 700 493 80 889 806 1 888 751 4719 1 800 020 314 0 800 915 011 0 800 181 6388 00 800 161 2205 9029 800 930 332 06 800 168 92 000 800 1007 431 Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Web Cast Slide 114 International toll free - Indonesia: 001 803 017 9029 International toll free - Ireland: 1 800 949 042 International toll free - Israel: 1 80 925 9029 International toll free - Italy: 800 873 857 International toll free - Japan: 00531 16 0959 International toll free - Latvia: 8000 3326 International toll free - Lithuania: 8 800 3 08 34 International toll free - Luxembourg: 00 2 7158 8 International toll free - Malaysia: 1 800 814 391 International toll free - Mexico: 001 800 514 9029 International toll free - Monaco: 800 93 556 International toll free - Netherlands: 0 800 022 9387 International toll free - New 0 800 449 692 Zealand: International toll free - Norway: 800 107 00 International toll free - Panama: 00 800 226 9029 International toll free - Poland: 00 800 112 40 84 International toll free - Portugal: 800 827 501 International toll free - Russia: 810 800 2853 1012 International toll free - Singapore: 800 101 2176 International toll free - Slovenia: 0 80375 International toll free - South Africa: 0 800 981 808 Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
Membership Development Web Cast Slide 115 International toll free - South Korea: 03 0813 2261 0 International toll free - Spain: 900 937 613 International toll free - Sweden: 02 079 9651 International toll free - Switzerland: 0 800 893 453 International toll free - Thailand: 001 800 156 205 9029 International toll free - Trinidad 1 800 205 9029 Tobago: International toll free - UK: 0 808 101 3382 International toll free - Uruguay: 0004 019 0305 International toll free - Venezuela: 0 800 100 8373 Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee. org
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