Member and Geographic Activities Staff

1. Member and Geographic Activities Staff Cecelia Jankowski Managing Director 2 August 2008 Region 1 Meeting Albany, NY USA

2. IEEE MGAVolunteers and Staff Working Together • MGA Board • Develop policy (Board, Committees, Interfaces…) • Perform governance and oversight with vision • MGA Committees and Staff • Partnership – Design, development, implementation • Shared responsibility • Policy (values and principles) driven • Operational Activities (Volunteers and Staff)

3. IEEE MGA – Strategic Considerations • Focus on the Member - continuous engagement throughout the lifecycle • Develop an IEEE-wide Member Strategy • Member data acquisition, management and protection; relevant products/services and coordinated communications • Focus on responsiveness to member inquiries • Improve the ability to self serve • Enhanced service and response, personalization • Geographic Unit Experience – efforts already initiated to engage Sections and Regions • Engagement & relationship development for volunteer leaders • Increase opportunities for new activities & programs • Geographic Activities • Simplify operational requirements for volunteers • Understand impact of government and legal requirements on OU and Geo Unit decisions and operations; closer integration of GeoUnit operations with IEEE organizational decisions; increasing overlaps of OU efforts world-wide • Developing and acquiring skills • Relationship development & management, project management, process management, business analysis and development, enhanced international experience, metrics/benchmarking

4. IEEE MGA - Staff Organization

5. MGA Finance & Administration

6. MGA Admission and Advancement Staff

7. Admission & Advancement Staff • Areas of Focus • Grade Elevations – • Associate to Member and Senior Member • Life Member eligibility determination • Admission and Advancement Committee Support • Key Projects • Update Admission and Advancement Operations Manual • Automate Senior Member Process • Develop Senior Member Promotional Kit • Associate to Member Outreach • Senior Member Web Pages

8. Admission and Advancement Contacts • Denise Maestri, Supervisor • d.maestri@ieee.org • +1 732 562 5530 • Denise Howard (Senior Member Program) • d.howard@ieee.org • +1 732 562 5502 Alycia Ellis (MD Supply Fullfillment, LM Qualification, Associate to Member elevation) Alycia.ellis@ieee.org + 732 562 5535 Celeste Roman (CMR Program) c.roman@ieee.org + 732 562 5539 5831

9. IEEE Member Strategy Staff Jamie Moesch Director, Member Strategy Member and Geographic Activities

10. Areas of Focus for the Member Strategy Group Improving Value • Next Generation Benefits • myIEEE, IEEE.tv, MemberNet • Spectrum digital delivery • Member Engagement • Alternative Membership Model • Targeted Programs • STEP • Engaging New Members • Students and Affinity Groups Membership and Benefit Marketing • Direct Outreach • Renewal, recruitment, reinstatement • Benefit utilization • Field Support • Field support for MD volunteers • Member-get-Member program • Advertising • Benefit awareness Partnering Member Services Volunteer Leadership Data and Process Mgmt Societies and TAB Sales and Marketing IT Corporate Activities/Strat/Rcsh Data and Research Member Satisfaction Membership Dashboards Member Surveys Product Performance Cost of New Member Acquisition Lifetime Value of a Member

11. Member Strategy Team Director, Member Strategy • Membership Statistics • Member Satisfaction • Member Studies • Measuring Engagement • Alternate Models • Dashboards Member Data and Research • Affinity Groups • Benefit Promotion • Campaign Coordination • Marketing Operations • MD Materials • MD Support • Membership Promotion • Student Programs Membership Development • Benefit Portfolio Mgmt • New Benefit Process • Financial Mgmt • myIEEE • memberNet • IEEE.tv • Mentoring Connection Product Management

12. Major Member Strategy Projects • Benefits Utilization • Improve visibility • Allow for more engagement • Assist with Society Membership Marketing • Product Upgrades • myIEEE 2.0 • memberNet • IEEE.tv • Improvements to IEEE Merchandise Store (Online) • Improved Member Satisfaction • Measurement • Constant Improvement • Service Experience • Renewal/Join Experience • Improved Student Retention • Launch of STEP Program • Student Graduation Kits • GOLD Receptions • Visibility of Membership Statistics • Monthly Regional MD Reports • Recognize Top Performers

13. Key Member Strategy Contacts • Membership Development • Qiana Harder • Q.harder@ieee.org • +1-732-562-5525 • GOLD • Cathy Downer • C.downer@ieee.org • +1-732-562-5506 • Student Programs • Laura Durrett • L.durrett@ieee.org • +1-732-562-5523 • MD Materials and Collateral • http://ewh.ieee.org/forms/md/supplies.php • Monthly MD Webcasts • MD Planning and Goals • Member Get A Member • MD Virtual Community • https://www.ieeecommunities.org/ieee.md.net • GOLD Committee Support • Graduation Receptions • STEP Manuals • Mentor Connection • SA Committee Support • Student Leadership Support • New Branch Formation • Contests and Awards • IEEE Xtreme

14. Key Member Strategy Contacts • IEEE.tv • Noel Bryson • N.bryson@ieee.org • +1-732-562-5526 • myIEEE and memberNet • Brian Pratz • B.pratz@ieee.org • +1-732-562-5507 • General Membership Development Issues • John Day • J.day@ieee.org • +1-732-562-6356 • General Member Issues, Escalations, & Strategic Ideas • Jamie Moesch • J.moesch@ieee.org • +1-732-562-5514

15. MGA Member Operations Staff Bill Cook Staff Director, Member Operations Member and Geographic Activities

16. Member Operations Service Model • Mission: provide quality service to our members • Quality Definition: exceed member expectations; attention to process & detail. • Service Standards: available, courteous, knowledgeable, accurate & responsive. • Operational Excellence: planning, process management, partnering & performance. • Core Values: integrity, professionalism, service & results.

17. Member Operations Focus Staff Director, Member Operations • Join • Renew • Add societies • Add Publications • Change address • Update profile Member Processing • Order products • Payment problems • Magazine replacement • Member Questions • Computer access • Forgot password Contact Center • Work flow • Results measurement • Productivity • Project Management • Budgeting • Financial forecast • Process Management Administration

18. Major Member Operations Projects • Successful membership year. • Timely response to member inquiries. • Assess status of call center. • Identify opportunities for improvement. • Proactively address issues before they become problems.

19. Key Member Operations Contacts • Bill Cook – Staff Director, Member Operations • b.cook@ieee.org • 1 732 562 5464 (W) • 1 732 887 2450 (C) • Marianne Schmidt – Director, Contact Center • m.schmidt@ieee.org • 1 732 562 5546 (W) • 1 908 930 9231 (C)

20. MGA Information Processing Staff Vera Sharoff Manager, Information Processing IEEE Member & Geographic Activities

21. Areas of Focus for the Information Processing Staff • Improving Value • Move existing tools to the next generation • SAMIEEE • eNotice • EWH Support IEEE BMS • Members • Volunteers • Staff • Redesign Process (Renew for 2009) • Release Planning • Defect Triage • IT Enterprise • Web Presence, Content Management, Enterprise Architecture Develop New Tools • Support vTools • Meetings, Voting, WebinABox, Finance, Student Branch Reporting, Demographics • Enable Credit Card Processing Partnering • All MGA • IT • Data and Process Mgmt • Technical Activities • Corporate Strategy & Research • Web Presence • Volunteer Leadership

22. Major Projects for the Information Processing Staff • Analytics • SAMIEEE • Where are we after one year? • Enhancements • Training & Communication • Geographic Dashboard • Communications • Migrate eNotice to Siebel Campaigns • Overhaul entire experience • Message tracking • Integrate eNotices into the overall IEEE communications picture

23. Major Projects for the Information Processing Staff • EWH • Content Management • vTools • Project Management • Liaison with IT • Web Services • Tie vTools with existing functions • BMS • Release Planning • Prioritizing features and functions both internal and external • Redesign Projects • Renew first • Then Join, My Account, Browse etc…

24. Information Processing Contacts • Vera Sharoff, Manager • v.sharoff@ieee.org • +1 732 562 5509 • Helen Shiminsky (SAMIEEE) • h.shiminsky@ieee.org • +1 732 562 5517 Khanh Luu (eNotice, EWH) k.n.luu@ieee.org + 732 562 6358 Eugene Khusid (vTools, BMS) y.khusid@ieee.org + 732 465 5831

25. MGA Geographic Activities Staff Cheryl Sinauskas Director, Geographic Activities Member and Geographic Activities

26. Areas of Focus for Geographic Activities Staff Geo Unit Experience • Sections Congress • Engagement and relationship development • - Linking opportunities (e.g. local conferences) • Activities and Programs Geo Unit Operations & Processes • Section Operations • Geo Unit Formations • Metrics and tracking • vTools • Geo Unit scan • Historical Research Volunteer Experience • IEEE Center for Leadership Excellence Volunteer development and training Governance • MGA Board • Select Committees • Award & Recognition • Life Member • Geo Unit Operations • Policy and By-Laws • MGA Operations Manual Compliance & Finance Financial Reporting Financial analysis and tracking Custody Account Support Registration Compliance Issues

27. Major Geographic Activity Projects • Sections Congress 2008 and 2011 • IEEE Center for Leadership Excellence • Volunteer Training • Process Improvement and Streamlining • Regulatory Compliance • vTools

28. Geographic Activities Team Director, Geographic Activities • Regulatory • Compliance • Policy Geo Unit Operations • Section Operations • Volunteer Training • Processes • Volunteer Inquiries • Section Rebates • Historical Research • Meeting Reports • Recognition Products • Geo Unit Formations Geo Unit Administration • Interface Corporate Audit • Budget • Custody Accounts • L50 Reports • Financial Analysis • Tracking • Advise and support Section Treasurers Finance

29. Geographic Activities Contacts • Director, Geographic Activities • Cheryl Sinauskas • c.sinauskas@ieee.org • +1-732-562-5383 • Process Design and Improvements • Registration • Compliance & Regulatory • Manager, Geographic Activities & MGA Governance • Dan Toland • d.toland@ieee.org • +1-732-562-5515 • Sections Congress • MGA Geographic Unit Operations Committee Support • Section Operational Support • Supervisor, Geo Unit Ops • Peggy Lefkin • p.lefkin@ieee.org • +1-732-562-5512 • Sections Congress • MGA Geographic Unit Operations Committee Support • Section Operational Support

30. Geographic Activities Contacts • Section/Chapter Support • Joe Hale • j.hale@ieee.org • +1-732-562-5511 • Officer Services • Peggy Kovacs • p.kovacs@ieee.org • +1-732-562-5513 • MGA Recognition Products • Donna McClelland • d.mcclelland@ieee.org • +1-732-562-5518 • Geographic Unit Formations • Sections, Subsections, Councils, Chapters, Affinity Groups, Student Branches/Chapters/AGs • Geographic Unit Officer Reporting • Contiguous Section Requests • Geographic Unit Boundaries • Geographic Roster • Geographic Unit Meeting Reports • Tracking and analysis • Distribution of Geographic Unit Rebates • Certificates, Plaques, Banners • Letterhead, Business Cards • LM Incentive Gift Distribution • General Correspondence/Questions

31. Geographic Activities Contacts • Geo Unit Financial Reporting • Elizabeth Cortez • e.cortez@ieee.org • +1-732-562-5516 • Annual Financial Report • Geographic Unit Compliance • Geographic Unit Audits

33. Thank you!