Region 2 Director’s Report

Region 2 Director’s Report Thom Tullia Director, Region 2 April 9, 2005

An IEEE Journey • 2004 Year In Review • Membership Project • Pre-College Outreach Project • Infrastructure Update • Web Usability • Region 2 Opportunities and Plans

2004 Year-in-Review • 2004 Overall • Membership Development • Public Imperatives • IEEE Operations, Products, & Services • Member and Volunteer Satisfaction • Financial Summary

2004 Overall • IEEE Operations continue to run smoothly • Overall membership numbers and retention are up • Information product sales continue to be strong • Quality of service to members and customers is consistently very good • Member satisfaction is down slightly, but not alarmingly so • Financially, • IEEE operations have again exceeded budget targets • Investment returns are positive • IEEE is engaging in strategic thinking

IEEE is Planning Strategically • Membership Strategy • Corporate Partnership & Segment Initiatives • Evaluation of Member Grades • New Model for Student Membership • Publications Strategy • Six-point plan focuses on Content, Process, Services, Sales, Customers & Partners • Conference Strategy • Optimization of conference operations • Standards Strategy • Internationalization • Corporate Program • New Funding Model

IEEE Awards • 2004 Medal of Honor awarded to Tadahiro Sekimoto • “For contributions to digital satellite communications, promotion of information technology R&D, and technical and corporate leadership in in computers and communications." • 268 New Fellow Elevations

IEEE-USA • Supported IEEE’s role as Lead Society for National Engineers Week ‘04 • Spearheaded a UN briefing on “Girls & Tech” • Placed “New Faces of Engineering” ads in USA Today and International Herald Tribune • Released image surveys coordinated with AAES-Harris • Sponsored a study on the impact of the Future City Competition • Co-sponsored a record setting Family Day event at the National Building Museum in Washington • IEEE-USA’s salary survey (Oct. 04) had record response; next step is a fee-based on-line salary service for human resource and engineering managers. • Tapped by U.S. Reps. Biggert and Holt to organize an Advisory Committee to the Congressional R&D Caucus

IEEE-USA • Successfully advocated legislation appropriating funds for a significant study on off-shoring trends and impacts • Co-sponsored a national conference on “Ethics and Changing Energy Markets: Issues for Engineers, Managers and Regulators” • Sponsored four government fellowships with individuals serving one year appointments as technical advisors to members of Congress and the State Department, and a Mass Media Fellow at WOSU-AM (Columbus, OH) • Coordinated nearly 150 visits by IEEE U.S. members with their elected representatives in Congress.

IEEE receives International Public Relations Award for E-Week • IPRA Golden World Awards Ceremony held in London in October • IEEE-USA recognized for its public relations activities associated with National Engineers Week • Creates international awareness of E-Week and supports initiative to expand transnational efforts for this program

IEEE Wins Bulldog Award forExcellence in Media Relations & PR • Recognition for handling the 2003 Blackout in the “Breaking News” category • Collaborative effort among Corporate Strategy & Communications, IEEE-USA Communications, Publications, and the Power Engineering Society • IEEE recognition resulted in placements in the Wall Street Journal, The New York Times, The Associated Press, and ABC • "The excellent response under extreme circumstances solidified IEEE's reputation as a highly credible source."

IEEE Standards Association • Established contact with key Chinese standards organizations through series of meetings in May in Beijing • Created myBallotTM, an enhanced electronic standards balloting system, to facilitate volunteer standards participation • Agreement with the US Department of Homeland Security for wide distribution of nuclear instrumentation standards • Implementation of dual-logo agreement with the International Electrotechnical Commission (IEC) • Increased upfront funding of standards development

Progress on OFAC • Hosted OFAC-related meeting last February • Resolved issues with OFAC to ensure author rights to publish internationally • Now providing services again to those in OFAC-impacted countries Washington Workshop: Art Winston and Mike Lightner explain concerns to David Mills of OFAC as IEEE Attorney Nelson Dong looks on.

Business Management System (BMS) Project Approved • ITSC, volunteers, and staff developed and agreed on requirements for upgrading IEEE’s Business Management System (BMS) • First major upgrade to IEEE Membership system in almost 10 years • Improvements will enable IEEE to better capture and use information to better understand and serve our members and customers

Web Usability Research All Society Research Project (ASRP) - Non-renewing Society Members IEEE Non-renewing Members Study 2004 IEEE Member Segmentation Impact of IEL on Membership at IEL subscribing organizations Corporate Partnership Project Help Desk Survey GOLD Mentoring Online Focus Groups Graduating Student Retention Survey IEEE Authors Survey Proceedings of IEEE Survey Standards in Education Survey The Institute Readership Study What’s New@IEEE Study IEEE Internet Panel (Pulse Project) IEEE Spectrum Advertising surveys Environmental Scan – IEEE View IEEE Membership Grade Name Change Study IEEE-USA Surveys Women in Engineering Study Annual Measures of Success Project IEEE Strategic Research and Planning Completed 48 Projects Details at http://www.ieee.org/research

IEEE Website Usability StudyResults are an IEEE-wide Concern • 16 subjects were asked to complete three tasks: • join, • find an article, • find a conference • None completed all three tasks in 45 minutes • Facilitators of the research had never before encountered a site with such complexity - where users have so many different paths to solve the same problem

Annual ISI Citation Index SaysIEEE Has 18 of the Top 20 Journals In Field Journals 1. IEEE Signal Processing Magazine 2. IEEE Network 3. IEEE Transactions on Pattern Analysis & Machine Intelligence 4. IEEE Transactions on Medical Imaging 5. IEEE Intelligent Systems 6. IEEE Personal Communications 8. IEEE/ASME Journal of Microelectromechanical Systems 9. Proceedings of the IEEE 10. IEEE Electron Device Letters 11. IEEE Journal of Quantum Electronics 12. IEEE Journal of Selected Topics in Quantum Electronics 13. IEEE Transactions on Image Processing 14. IEEE/ACM Transactions on Networking 15. IEEE Communications Magazine 16. IEEE Photonics Technology Letters 17. IEEE Transactions on Information Theory 18. IEEE Transactions on Electron Devices 20. IEEE Transactions on Robotics and Automation

90 On-Line Communities with over 12,000 Participants • Topics include Power & Energy, Embedded System, Product Safety, Ethernet Passive Optical Networks, Employment & Career Strategies • Some IEEE Committees are using this (NIC, ITSC, SPC) • Members continue to express interest in collaboration tools • Working with ITSC and RAB to define a long-term strategy

Member Satisfaction Remains Strong • 83% are satisfied or highly satisfied with membership • 92% said probably or definitely renew membership • 82% of members would recommend IEEE membership

Member Satisfaction • Members are most satisfied with • IEEE Email alias with virus protection • Joining or renewing IEEE membership • Transactions/Magazines/Journals/Letters • Members are least satisfied with: • IEEE Travel Services • IEEE Job Site • Employment and career-related information

Volunteer Satisfaction With Staff Partnering Remains High • Over 93% of satisfied or highly satisfied with • Staff supporting their committee/board • Entire IEEE staff • Most satisfied with • Professionalism • Accessibility • Least satisfied with • Innovation • Anticipating needs and offering creative solutions

Financial Results – Moving Forward • IEEE Operations have adapted to the >$0 budgeting principles • The 10 year plan to grow IEEE reserves to 50% of the IEEE Operating budget is close to being achieved in 3 years • IEEE needs to continue to define a framework for managing and appropriately utilizing reserves, including a method to strategically reinvest in IEEE

Executive Director Search Update • The Search Committee • Winston (Chair), Anderson, Lightner, Seo, Parrish, Estey, Stern, Herz (Advisor) • Interviews with executive search firms were completed and IEEE selected the firm of Russell Reynolds in Washington, DC, to conduct the search • The search process is expected to take 4-6 months

An IEEE Journey • 2004 Year In Review • Preliminary Financial Outcome • Membership Project • Pre-College Outreach Project • Infrastructure Update • Web Usability • Region 2 Opportunities and Plans

Membership Project • Background • Corporate Partnership • Segment Initiative • Country Initiative • Membership Titles & Qualifications

Strategic Initiative Managed by MDC Led by Moshe Kam, now VP, EA Membership seeks to answer Who will the IEEE member be in 2025 years? How large will IEEE be? How will we achieve membership goals? Individuals/Corporations/Schools Demographics Location Employment Professional Discipline Education Relationships Motivation for membership Impact on IEEE organization Background

Membership: A New Initiative? • IEEE Membership has been stagnant or declining 1.2% growth in 2002-2003 0.5% growth in 2004-2005 • Higher grade memberships in decline 0.4% (917) decline worldwide 1.7% (2907) decline in US (4013 loss in 2003-2004) • Society Memberships in decline 4.6% decline in 2003-2004 2.2% decline in 2004-2005

Why be concerned? • IEEE “market share” is low… • IEEE not reaching large groups of ECEs in some countries • Spain, Italy, China • IEEE entry into new technical areas is slow • New professions are created in IEEE fields without their members joining IEEE • Organizations that are more agile gain footholds in new areas (e.g., ACM, BMES)

Membership Project Focus Areas • Primary • Corporate Partnership • Segment outreach • Secondary • Country Initiative • Membership titles and grade qualifications

Region 2 Director’s Report