Membership Programs and Resources in MGA

1. Membership Programs and Resources in MGA For Staff and Volunteers - Friday, 5 November 2010 Presenters: Cathy Downer Denise Maestri Rashonda Windham

2. Slide 2 Today’s Agenda • Introduction of Presenters and Attendees • MD Resources and Tools – Cathy Downer • Conference Member Recruitment Program – Rashonda Windham • Senior Member Program – Denise Maestri

3. Slide 3 IEEE Membership Development Resources & Tools Cathy DownerIEEE Membership Development Manager IEEE Member and Geographic Activities c.downer@ieee.org

4. Slide 4 Today’s Presentation Resources & Tools Team Engagement & Collaboration Member Data & Analysis

5. Slide 5 Resources & Tools • MD-Alert-All list • MD Web site • MD Monthly Reports • MD Manual • Online order form • Presentations to customize • MGM

6. Slide 6 MD Alert Alias “MD-Alert-All” Send and e-mail message to listserv@listserv.ieee.org with a blank subject line In the body of the message, type in: Subscribe MD-ALERT-ALL • MD Webcasts • Membership Development Reports • Miscellaneous MD announcements

7. Slide 7 MembershipDevelopment Web Portal www.ieee.org/md • Links to: • Updated MD Manual (PDF) • MD Webcast Archive Guide (2010 • and 2009) • New MD Online Community • New MD Kit Online Form • Monthly MD Progress Reports • Regional & Section Membership • Statistics • Links to: • One Page Membership Flyer (PDF) • PowerPoint Presentations • Module for e-Membership • Member-Get-A-Member • And More!

8. Slide 8 Membership Development Reports Global MD Report • Statistical ‘pulse’ • Membership Trends • MD Calendar guidance • MD-related announcements, activities • Articles by volunteers - topic driven Regional MD Reports • In-depth view of MD activities within Region with Section data • Customizable for Region MD Chair Society MD Reports • Template developed / available

9. Slide 9 Membership Development Manual ( linked from MD Portal ) Resource for MD officers • Quick Introduction • MD Volunteer Mobilization Platform • Tools & Resources • MD web portal • IEEE collateral • MD Calendar • Peer-to-Peer Collaboration • Online Community • Webcasts • Reports & Analysis • Monthly Report • Region Monthly Report • Strategy development • Working the position of MD Chair • Extra Help

10. Slide 10 On-Demand Supply Ordering ( linked from MD Portal ) http://www.ieee.org/md

11. Slide 11 Membership Presentations (linked from MD Portal) • Benefits and opportunity focus / emphasis on value • Presentation template for Professional Grade Members • Presentation template for Student Grade Members • Adheres to IEEE branded presentation template • Member value for global focus • IEEE branded template found at IEEE Brand Identity Toolkit, www.ieee.org/about/toolkit/tools/index.html

12. Slide 12 Member-get-a-Member Program • Simple • Portable • Personalized touch • Single cards, or Avery-formatting for printing on back-side • Recognition for the member recruiting new members • Recent update report on program in 16 October MD Webcast • Top recruiters reported on in each MD Monthly Report

13. Slide 13 Team Engagement & Collaboration • Team Effort • MD Monthly Webcast • Strategy & Plan Templates

14. Slide 14 Worldwide & Integrated Team Effort • Volunteers – Region, Section, Society MD Chairs • Members – Participation in the MGM program, or otherwise • Staff – MD Staff in partnership with Creative Services, Contact Center, BDRS (Business & Data Related Services) Staff team, MGA, TA, EA, IEEE-USA MGA MD Staff Adrienne Hahn a.hahn@ieee.org MGA MD Staff Cathy Downer c.downer@ieee.org MGA MD Staff Elyn Perez elyn.perez@ieee.org MGA MD Staff Laura Durrett l.durrett@ieee.org MGA MD Staff Nick Lehotzky n.lehotzky@ieee.org MGA MD Staff Lara Fast l.fast@ieee.org

15. Slide 15 MD Monthly Webcast Monthly MD Webcast 3rd Saturday, 10:00 Eastern Runs 60 – 75 minutes Volunteers & Members present on topics, along with IEEE Staff Standard format Open floor question and answer period Each session recorded for view at more convenient time • NEW The Archive Guides: • Grouped by month • Listed by presentation topic, • speaker, file posted in PDF • Each file accessed by IEEE web • account

16. Slide 16 MD Virtual Community (linked from MD Portal) • Communicate • Collaborate • House Information • Share Practices

17. Slide 17 MD Strategy & Plan Templates • MD Strategy & Plan template available • Concise and polished presentation of your MD efforts to your executive committees • MD Staff will assist with tactical guidance and pulling data trending • Adopters of draft-version of template • IEEE China Office • UKRI Section • Region 1

18. Slide 18 Member Data & Analysis • MD Reports • SAMIEEE • New Member Alert

19. Slide 19 Membership Development Reports Global MD Report • Statistical ‘pulse’ • Membership Trends • MD Calendar guidance • MD-related announcements, activities • Articles by volunteers - topic driven Regional MD Reports • In-depth view of MD activities within Region with Section data • Customizable for Region MD Chair Society MD Reports • Template developed / available

20. Slide 20 SAMIEEE (linked from MD Portal) Volunteer Access to Membership Statistics • 4 NEW short Training Modules • Need IEEE Web Account • Registered Users with Designated Access (officer positions) • Membership statistics by Geographical – Region, Section, Affinity Group • Membership statistics by individual Society • Pre-defined queries • NEW – MD (MD) Folder with related pre-defined queries

21. Slide 21 • New members in Past 30 days • New members’ interest in joining • Members in Arrears • Inactive Members • Current Student Branches by Section • Active Current Members - GOLD • Current Society Members by Section with Contact Information • Current Society Members with Email who have a specific Technical Interest Pre-Defined Queries

22. Slide 22 New Member Alert • Automated monthly email to designated volunteer leadership – Section MD officers • Email message includes URL to Analytics Dashboard for designated officer • Dashboard will open (after secure log on) with report of new members who joined section • Report can be downloaded, sorted, saved • First sent out 29 October 2010 • Looking to incorporate alert also to Chapter/MD and Student Branch Chairs

23. Slide 23 New Member Alert - Report • Report contains: • Section Name • Member’s full name • Member grade • Join date • Traditional or e-Member • Full Primary Address, email address • Work and home phone numbers • Any Society Affiliation • Reason for joining IEEE • Region code

24. Slide 24 Thank you ! Questions

25. Slide 25 Conference Member Recruitment (CMR) Program 5 November 2010 Rashonda Windham Membership Development Associate IEEE Member and Geographic Activities r.windham@ieee.org

26. Slide 26 Conference Member Recruitment Program - Join IEEE And Get a Free Society • CMR Program offers an incentive to those who join at your conference • Higher-grade, full dues paying IEEE membership applicant is given 1 year of membership in one of the 38 Technical Societies • Program runs 1 September – 15 August • CMR Program is NOT open to student membership • CMR Program is NOT open to renewals • CMR Program is NOT for Affiliates • CMR Program is for New Members Only

27. Slide 27 Payment Responsibilities • MGA pays for 1 free society of choice for new members who join at your conference • If your conference is not within the guidelines of the CMR program, • provide a GL account number(s) or other payment information • Note other offers the society is paying for (i.e. student membership) Please Note: If an attendee joins at your conference and they are an existing member, should the member receive a balance due letter or will the society pay? Society must decide

28. Slide 28 How to Request a Campaign Code • Submit the Conference Member Recruitment Form • Conference Member Recruitment Form • A Unique Campaign code will be issued • Allow minimum 2-3 weeks lead time to obtain your campaign code • Enter the campaign code on each application processed • Submit all completed applications to IEEE HQ for processing • Request Membership Development Supplies • Submit at least 2 weeks prior to the conference start date • http://ewh.ieee.org/forms/md/supplies-ondemand.php

29. Slide 29 Conference Campaign Code Request Form

30. Slide 30 Conference Campaign Code Request Form (cont’d)

31. Slide 31 Conference Campaign Code Request Form (cont’d)

32. Slide 32 IEEE Conference Recruitment Summary Form

33. Slide 33 Highlights: • Need 2 week lead time to provide campaign code • Attach conference flyer in PDF or Word format • Success of recruitment is trackable • Payment information is provided • Conference recruitment summary form • Cover letter

34. Slide 34 Conference Member Recruitment Program • Program Link: • http://www.ieee.org/web/volunteers/membership_dev/cmr.html • Program Contacts: Denise Maestri: d.maestri@ieee.org Rashonda Windham: r.windham@ieee.org

35. Slide 35 Thank you ! Questions ?

36. Slide 36 Senior Member Program Denise Maestri Supervisor, Admission and Advancement IEEE Member and Geographic Activities d.maestri@ieee.org

37. Slide 37 Requirements for Senior Member Elevation … • 10 years of Professional Experience • Education plus Experience total • 5 years of Significant Performance • over a period of at least 5 of their years in professional practice (need not be consecutive, not routine work)

38. Slide 38 Requirements for Senior Member Elevation, Cont’d… • 3 references • Nominator counts as 1 reference (if they are qualified) • Qualified Reference: active • IEEE Senior Member, Fellow, Honorary Member, Life Senior Member, Life Fellow

39. Slide 39 Application Facts • There is NO additional fee to apply if you currently hold IEEE Member grade • If Affiliate, Student or GSM grade – IEEE Member dues applies prior to elevation • Applicants are responsible to contact and follow-up with their references • Applicants OR a nominator can complete the application form

40. Slide 40 Application Facts Cont’d… • Applicant, reference and nominator’s membership status must be active • Application, reference forms and resume/CV must be received at the IEEE Operations Center 10 days before a review panel meeting for processing • References need not reside in the applicants local geographic area • Life members are eligible to apply

41. Slide 41 SAMIeee Predefined Query • How to Access report in SAMIeee: • BMS - Analytics • Shared Folders • SAMIeee • Geographic Predefined Queries • (GEO) SM Upgrade - 1st Level Requirements

42. Slide 42 Finding Qualified References • Attend local Section meeting • Attend a Senior Member drive • Log into memberNet • Locate Senior Members & Fellows • Log into myIEEE • View your Sections Officer’s contact info

43. Slide 43 Senior Member Toolkit Web Page Launched June 2010 !

44. Slide 44 Senior Member Toolkit Contents: • Checklist • General flyer • Short newsletter article • Personal invitation • Senior Member application • Guidelines for references • Resume or CV tips • Benefits of Senior Membership • Requirements for Senior Member grade • Applicant reference form • Image of Senior Member plaque • http://www.ieee.org/membership_services/membership/senior/seniormember_elevation_toolkit.html

45. Slide 45 Senior Member Links… • Links direct the applicant, reference and nominator: • Application Form • Reference Form

46. Slide 46 Senior Member Links Con’t… • Status of Senior Member applications: http://www.ieee.org/membership_services/membership/ senior/status.html • Newly elevated Senior Members: http://www.ieee.org/membership_services/membership/ senior/new_senior_members.html

47. Slide 47 Program IncentiveReward Structure & Administration • Section / Society Bonus • Nominate at least 5 members for Senior Member grade • Receive $10 for each applicant that is nominated and elevated to Senior Member grade by the nominating entity • Payout is early 2010 or in conjunction with the Section Rebate Program

48. Slide 48 Benefits of Senior Membership… • Recognition • Engraved Senior Member Plaque • US $25 Voucher – To join 1 new Society • expires 31 Dec 2010 • Letter of Commendation • Leadership Eligibility • Reference for Senior Member Candidates • US $25 Voucher to share with a non-member (roll out Oct 2010 - towards membership dues

49. Slide 49 Take Aways: • Senior Members – 97% retention • Applicants should submit Resume or CV • Quality over quantity • Online application status • Online elevated members

50. Slide 50 Thank you ! Questions ? d.maestri@ieee.org senior-member@ieee.org