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Leadership Training Week President & President-Elect Track

Leadership Training Week President & President-Elect Track. Presented by Terri Breining, CMP, CMM May 3, 2010 Maria Jacobsson. YOUR PRESENTERS & COACHES. Terri Breining, CMP, CMM Past Chapter President. Maria Jacobsson Chapter Business Manger, EMEA, MPI. TODAY’S OBJECTIVES.

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Leadership Training Week President & President-Elect Track

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  1. Leadership Training Week President & President-Elect Track Presented by Terri Breining, CMP, CMM May 3, 2010 Maria Jacobsson

  2. YOUR PRESENTERS & COACHES Terri Breining, CMP, CMM Past Chapter President Maria Jacobsson Chapter Business Manger, EMEA, MPI

  3. TODAY’S OBJECTIVES Understanding of Chapter Success 2010/2011 Review Vision & Mission/Facts & Figures MPI Key Community Initiatives Driving Metrics Review Business Planning Process MPI tools &resources available

  4. VISION & MISSION

  5. Vision: Build a rich global meeting industry community Mission: Make our members successful by building human connections to: Knowledge & ideas Relationships Marketplaces MPI VISION & MISSION

  6. FACTS & FIGURES

  7. FACTS & FIGURES MEMBERS STATISTICS (April 30, 2010) GLOBAL: 22, 664 US: 18, 015 EMEA (Europe, Middle East & Africa) : 2, 383 CANADA: 1, 819 APAC (Asia & Pacific): 248 LAS (Latin & South America) 199

  8. MPI Key Community Initiatives 2010/2011 • Chapter Training Module – Chapter Business Summit • Chapter Content – Speaker Database • Chapter support – Websites, Cvent, Webinars, Memberfuse

  9. CHAPTER BUSINESS

  10. CHAPTER ROLE • Global community • Member relationship • Keep MPI promises • Voice of meeting industry

  11. CHAPTER LEADER ROLE • Global network • Business opportunities • Educational opportunities • Influence the meeting industry • Share your expectations • ENJOY

  12. Strategic driver • Hold board members accountable • Drive member value • Ownership of outcomes • Develop and execute a plan • Identify future talent • Official spokesperson for the chapter PRESIDENT & PRESIDENT ELECT ROLE

  13. Human Resources Handle different people & personalities Manage conflict resolution Encourage teamwork Listen Help your leaders to prioritize Time management Minimize personal agendas to focus & achieve the chapter’s goals.

  14. CHAPTER BUSINESS MANAGER • Your Partner • Chapter management & performance • Execution of business plan • Healthy financial performance • Brand integrity • Identify talent • Resource & link to other chapters • Focus on solutions • Support your success

  15. CHAPTER BUSINESS = REAL BUSINESS • President = CEO • Membership = Customers • Board = Management Team • Business Plan • Budget • Board Meetings = Staff Meeting • Expect results/accountability

  16. BUSINESS PLANNING

  17. Finding the ultimate board Identify open board positions Identify Chapter Leader Role skills Identify individual skills Skills Matrix Succession Planning

  18. Come prepared Use a facilitator Business Plan Finalize Budget Finalize Educational/ Membership action plans. Clear understanding and expectations of roles. Realistic goals Teambuilding Review Minimum Bylaws Retreat Planning

  19. 2009-2010 Chapter Metrics

  20. Engagement/Participation Gauges member participation and involvement in chapter activities Allows for chapters to track event/volunteer success Chapter Membership Satisfaction Assessment of overall member satisfaction with chapter Allows for chapters to gauge member satisfaction in 3 areas; Network, Education and Marketplace Net Member Growth Measures chapter member growth and rebates Allows for chapters to track their member growth patterns Chapter Financial Management Calculates financial management not budgeting skills Allows for chapter the freedom to manage finances and track educational expenses Chapter Dashboard Metrics

  21. Member Engagement & Participation Select 3 of 8 • Increase attendees at educational programs • Increase planner attendance at educational programs • Increase web site visits • Increase volunteers • Increase number of new members participating • Increase satisfaction of education programs • Increase regional/annual program attendance • Increase attendance at networking events

  22. Membership Satisfaction • Pre-define satisfaction goal • MPI Chapter Satisfaction Survey • Option to use chapter’s own survey at no more than 49% weight.

  23. Net Member Growth

  24. Chapter Financial Management When you share your chapter financial information with MPI we can easier support you in your: • Business planning • Metrics planning • Membership recruitment, retention and renewals • To complete your Chapter dashboard and provide you with graphs & charts necessary we need your results. • We can help you identify the financial potentials that your chapter has.

  25. Chapter Financial Management • Gross Margin • Total Revenue less Total Expenses divided by Total Revenue • Allows for financial management liberty • Educational Investment Ratio (CONTENT ONLY) • Educational Investment divided by Total Revenue • Gauges investments in education Note: • Needs to note if in-kind contributions are included • Should Exclude Investment activities from calculations • Transfers into reserves, if any, need to be noted

  26. Chapter Financial Management (Example) • Gross Margin (16,713 – 15,189) =1,524 1,524 / 16,713 = 9.11% • Educational Investment Ratio 8,091 / 16,713 = 48.41%

  27. Membership Rebate Practice • Membership Rebates* • 11.4% (Clubs) • 18.0% (US & Canada) • 23.0% (Europe) • Yearly Full Member Rate = $325 USD/€325 Euro • Chapter Rebate = $58.50 USD / €74.75 Euro • Increase in installment plans this year • Quarterly = 4 x $81.25/€81.25 = 4 x $14.63/€14.63 • Monthly = 12 x $27.08/€27.08 = 12 x $ 4.86/€4.86 *exceptions exist.

  28. Reporting Metrics • Dashboard • Chapter responsibility to fill out • Monthly hand in to CBM by the 5th Your CBM will provide you with all reporting, application and grant deadlines for the year!

  29. TIPS & ADVICE

  30. Retreats • Volunteer transition • Stay current on MPI initiatives • Utilize the MPI metrics • Have a solid vision & plan • Use agendas to guide board meetings • Speaking in public • Get commitments from board members

  31. Tips – From a Past President • Keep it simple • Take charge • You will make mistakes • Crucial conversations • Have fun…enjoy the journey

  32. TOOLS & RESOURCES

  33. Your Chapter Business Manager TheChapter Toolkitson the Web – Check here first. Don’t reinvent the wheel. GroupSpace / Memberfuse Industry Calendar Tools & Resources - Always Available

  34. Your fellow Chapter Leaders on this call (Chapter exchange) Past Chapter Leaders International Chapter Leadership Committee (ICLC) Quarterly European/Canadian Conference Calls Tools & Resources – Continued

  35. Other MPI Leadership Training: Chapter Leaders Conference (CLC) Chapter Leaders Forum (WEC) Chapter Leadership Forum (MD) Canada and Europe: Canadian Leadership University European Chapter Leadership Forum Tools & Resources – Headquarter Training

  36. MPI GROUP SPACE

  37. Chapter community page STEP 1 STEP 4 You can find all the Chapter Business reports on this page.Please note also the Leader Training online, through the links in this page you get valuable education about Leadership related topics.

  38. Chapter community page STEP 2 STEP 4 You can find all the Chapter Business reports on this page.Please note also the Leader Training online, through the links in this page you get valuable education about Leadership related topics.

  39. Chapter community page STEP 3 STEP 4 You can find all the Chapter Business reports on this page.Please note also the Leader Training online, through the links in this page you get valuable education about Leadership related topics.

  40. Chapter community page STEP 4 STEP 4 You can find all the Chapter Business reports on this page.Please note also the Leader Training online, through the links in this page you get valuable education about Leadership related topics.

  41. Chapter Reports & Toolkits

  42. NETWORKING & EDUCATION Opportunities Chapter Business Summit, CBS World Education Congress, WEC Chapter Leaders Forums Canadian Forum at CBS European Forum at CBS European Meetings & Events Conference, EMEC

  43. QUESTIONS & ANSWERS

  44. “Leadership is not about making yourself more powerful. It’s about making the people around you more powerful.” Betty Linton

  45. Thank you for your time! We thank you for your commitment and believe in YOUR SUCCESS!

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