Presentation Title (24 point Arial; color = white)

1. Presentation Title (24 point Arial; color = white) Section Title (12 point Arial; color = white) Membership Basics Laurie McIntosh, SPHR November 18, 2010

2. Membership Basics • SHRM Terms • State Membership Director Responsibilities • 2011 Membership Growth and Retention Goals • Resources

3. SHRM Terms • At-Large Member – member of SHRM that is not a member of a local SHRM affiliate chapter • Local Member Only (LMO) – member of local SHRM affiliate chapter, but not a member of SHRM • 100% Chapter – SHRM affiliate chapter comprised of only SHRM members • Non-100% Chapter – SHRM affiliate chapter comprised of SHRM members and LMO’s • Satellite Chapter – Extension of chapter which allows a small group of members to meet in either separate or combined meetings. This partnership may be used due when distance is a factor.

4. SHRM Terms • Chapter Financial Support Payment (CFSP) – SHRM returns a portion of SHRM membership dues to chapters based on number of SHRM members coded to the chapter • Multi-member – member of SHRM that maintains membership in multiple SHRM affiliate chapters. Primary chapter affiliation is with another SHRM affiliate chapter. A chapter would receive credit for chapter affiliation purposes for multi-members but not for CFSP. • Primary member– multi-member that designates one chapter as their primary chapter (this chapter receives CFSP) • Volunteer Leader Resource Center (VLRC) – section of SHRM website consisting of variety of resources for volunteer leaders

5. SHRM Terms • SHRM Affiliate Program For Excellence (SHAPE) - comprised of planning workbook and on-line year-end report. Outlines requirements to measure chapter/state alignment and engagement with SHRM’s overall objectives. Ensures a stronger connection with SHRM from a business perspective. Membership initiative required. • Deadlines: • Chapters – 1/31 • State Councils – 3/31 • Chapter Achievement Plan (CAP) – replaced by SHAPE for Chapters in 2010 • State Council Achievement Plan (SCAP) – replaced by SHAPE for State Councils in 2010

6. State Membership Director Responsibilities • Provide leadership to chapter membership directors in all areas of membership responsibility • Assure chapter membership directors have access to resources for membership recruitment and retention • Track and report to state council statewide and chapter membership growth and other relevant membership data • Actively engage chapter membership directors through forums (i.e. conference calls, meetings) to discuss membership issues and share successful recruiting/retention practices • Serve as resource for chapters struggling to meet minimum standards in SHRM membership • Engage SHRM at-large members in the state and create awareness of chapters

7. 2011 Membership Goals • 2011 Membership Growth Goal • 3 % increase • in SHRM membership • over 12/31/10 • Membership Retention Goal • New for 2011 • 80%

8. Membership Star/Superstar Recognition Program • Based on growth of professional SHRM members primarily • coded to the chapter in the SHRM database • Does not include: • student SHRM members • multi-members • expired SHRM members • SHRM members that are members of your chapter, but • are not appropriately coded to the chapter

9. Membership Star/Superstar Recognition Program • 2010 Updates • Recognition for Chapters and State Councils for achievement • 0 – 2.9% Growth • 3% - 5.9% Growth • Star: 6% - 9.9% Growth • Superstar: 10+% Growth • Growth over 12/31 SHRM membership

10. Membership Star/Superstar Recognition Program • 2011 Program • Star: 6% - 9.9% Growth • Superstar: 10+% Growth • Growth over 12/31 SHRM membership

11. Calculating Retention Rate • Retention Rate – Number of members that renew divided by number of members eligible to renew • Example • As of 12/31/09, 100 members eligible to renew; 80 • of these members actually renewed (80 divided by 100) • equals a retention rate of 80% • Do NOT include new members, only current members. New members are noted in the acquisition number.

12. Calculating Retention Rate If a ‘grace period’ is included for a member to renew after membership has already expired, be sure to include in retention calculation members who renew during the grace period Example 60-day grace period for members to renew; membership expires 12/31/09; member who renews 2/28/09 counts as a retained member

13. Resources Volunteer Leader Resource Center Let’s take a look

14. Resources SHRM In-Chapter Monthly Membership Report

15. Resources Quarterly Scorecard

16. Resources • Mailing Addresses of SHRM At-Large Members • One-time use only • Electronic file • Mailed/e-mailed upon request • Statewide list available to state councils • At-large members in chapter’s zip-code range available to chapters • To request: • Online order form in the VLRC • Send copy of communication piece • Include “affiliate of” SHRM logo • Contact your Regional Administrator

17. Resources • E-mail Communication with At-Large Members via SHRM • Available to state councils, 100% chapters and Super Mega chapters • You provide the text (no graphics or attachments), SHRM does the e-blast • Guidelines available on VLRC • State Council At-large E-blasts • Two per quarter to encourage chapter membership and/or promote awareness of the state council’s existence & activities • On-line request form and guidelines available on VLRC • Five (5) business day waiting period for e-blast requests. Per the CAN-SPAM agreement, the request has to be made online using the online request form. Follow up with formatted Word version to assist in appropriate formatting.

18. Resources • Brochures • SHRM Membership Benefits Brochure • “What’s in it for Me” Brochure - Compares value of belonging to both a local chapter and SHRM • “What’s in it for Your Organization” Brochure • Request through Regional Administrator • Regional Team • Field Services Director • Regional Administrator