Leadership Training Week President & President-Elect Track Presented by Terri Breining, CMP, CMM...

Leadership Training WeekPresident & President-Elect Track

Presented by Terri Breining, CMP, CMMMay 3, 2010 Maria Jacobsson

YOUR PRESENTERS & COACHES

Maria Jacobsson Chapter Business Manger, EMEA, MPI

Terri Breining, CMP, CMMPast Chapter President

Understanding of Chapter Success 2010/2011

Review Vision & Mission/Facts & Figures

Driving Metrics

MPI tools & resources available

TODAY’S OBJECTIVES

Review Business Planning Process

MPI Key Community Initiatives

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VISION & MISSIONVISION & MISSION

MPI VISION & MISSION

• Vision: Build a rich global meeting industry community

• Mission: Make our members successful by building human connections to:– Knowledge & ideas– Relationships– Marketplaces

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FACTS & FIGURESFACTS & FIGURES

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

MPI Key Community Initiatives 2010/2011

• Chapter Training Module – Chapter Business Summit

• Chapter Content – Speaker Database

• Chapter support – Websites, Cvent, Webinars, Memberfuse

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CHAPTER BUSINESSCHAPTER BUSINESS

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CHAPTER ROLECHAPTER ROLE

• Global community• Member relationship• Keep MPI promises• Voice of meeting industry

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CHAPTERCHAPTER LEADER ROLE LEADER ROLE

• Global network• Business opportunities• Educational opportunities • Influence the meeting industry• Share your expectations• ENJOY

• 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 & PRESIDENT ELECT PRESIDENT ELECT

ROLEROLE

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.

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CHAPTERCHAPTER BUSINESS BUSINESS MANAGERMANAGER

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

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CHAPTER BUSINESS CHAPTER BUSINESS = = REAL BUSINESS REAL BUSINESS

• President = CEO• Membership = Customers• Board = Management Team• Business Plan• Budget• Board Meetings = Staff Meeting

• Expect results/accountability

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BUSINESS PLANNINGBUSINESS PLANNING

Succession Planning

• Finding the ultimate board• Identify open board positions• Identify Chapter Leader Role skills• Identify individual skills • Skills Matrix

SAMPLE Skills and Experience Matrix

Individual Skills Collective Skills

Applicant LeadershipStrategic Thinking

Personal Comm. Skills Influence

Loyalty to MPI

Business Acumen

Fiduciary Respons.

Chapter / Community Experience

Diversity-Reflective of Membership Functional Rep.

Global Mindset/ Emerging Markets

ExpertiseFinancial Expertise

Global Operational

Experience-non profit or

corporate GovernanceStrategic Planning

Industry Experience Marketing

Retreat Planning

• 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

2009-20102009-2010

Chapter MetricsChapter Metrics

Chapter Dashboard Metrics1. Engagement/Participation

a) Gauges member participation and involvement in chapter activities

b) Allows for chapters to track event/volunteer success

2. Chapter Membership Satisfactiona) Assessment of overall member satisfaction with chapter

b) Allows for chapters to gauge member satisfaction in 3 areas; Network, Education and Marketplace

3. Net Member Growtha) Measures chapter member growth and rebates

b) Allows for chapters to track their member growth patterns

4. Chapter Financial Managementa) Calculates financial management not budgeting skills

b) Allows for chapter the freedom to manage finances and track educational expenses

Member Engagement & Participation

Select 3 of 81. Increase attendees at educational programs

2. Increase planner attendance at educational programs

3. Increase web site visits

4. Increase volunteers

5. Increase number of new members participating

6. Increase satisfaction of education programs

7. Increase regional/annual program attendance

8. Increase attendance at networking events

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Membership Satisfaction

• Pre-define satisfaction goal– MPI Chapter

Satisfaction Survey

– Option to use chapter’s own survey at no more than 49% weight.

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Net Member Growth

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  Net Member Growth (Monthly Performance)                 Meet Goal 5.00%         Exceed 6.00%                             FY07-08 FY08-09 Meet Exceed Far Exceed

  July 481 521 505 510 515   Aug 478 527 502 507 511   Sept 492 523 517 522 526   Oct 504 523 529 534 539   Nov 510 516 536 541 546   Dec 503 505 528 533 538   Jan 504 502 529 534 539   Feb 509 513 534 540 545   Mar 506 517 531 536 541   April 509   534 540 545   May 513   539 544 549   June 512   538 543 548             

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.

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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

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Chapter Financial Management (Example)

Revenues

Educational $ 7,624

Fundraiser $ 3,710

Membership Dues $ 5,379

Total $ 16,713

Expenses

Board Retreat $ 4,948

Community Outreach $ 1,030

Donations $ 1,120

Educational $ 8,091

Total $ 15,189

• Gross Margin

(16,713 – 15,189) =1,524

1,524 / 16,713 = 9.11%

• Educational Investment Ratio

8,091 / 16,713 = 48.41%

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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.

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!

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TIPS & ADVICETIPS & ADVICE

• 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

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Tips – From a Past President

• Keep it simple• Take charge • You will make mistakes• Crucial conversations• Have fun…enjoy the journey

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TOOLS & RESOURCESTOOLS & RESOURCES

Tools & Resources - Always Available

• Your Chapter Business Manager

• The Chapter Toolkits on the Web –Check here first. Don’t reinvent the wheel.

• GroupSpace / Memberfuse

• Industry Calendar

Tools & Resources – Continued

• Your fellow Chapter Leaders on this call (Chapter exchange)

• Past Chapter Leaders

• International Chapter Leadership Committee (ICLC)

• Quarterly European/Canadian Conference Calls

Tools & Resources – Headquarter Training

• 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

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MPI GROUP SPACE

Chapter community page STEP 1

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Chapter community page STEP 2

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Chapter community page STEP 3

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Chapter community page STEP 4

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Chapter Reports & Toolkits

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

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QUESTIONS & ANSWERSQUESTIONS & ANSWERS

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

Betty Linton

Thank you for your time!

We thank you for your commitment and believe in

YOUR SUCCESS!