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Best Practices for Membership Development 2005 MD Retreat 29 April – 1 May 2005 New Brunswick, NJ

Best Practices for Membership Development

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Best Practices for Membership Development. 2005 MD Retreat 29 April – 1 May 2005 New Brunswick, NJ. Region 6. Presented by: Ed Perkins, MDC Co-Chair ([email protected]). Parsing Membership Data with Perl. Extract “white file” data from SAMIEEE. - PowerPoint PPT Presentation

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Page 1: Best Practices for Membership Development

Best Practicesfor Membership Development

2005 MD Retreat29 April – 1 May 2005

New Brunswick, NJ

Page 2: Best Practices for Membership Development

Region 6

Presented by:

Ed Perkins,MDC Co-Chair

([email protected])

Page 3: Best Practices for Membership Development

Parsing Membership Data with Perl

Extract “white file” data from SAMIEEE.

Use Perl script to parse fields and select subset of members (e.g., Chapters, SM, Associates)

Can use emails for meeting notification, newsletter etc.

Page 4: Best Practices for Membership Development

How To Map Your Membership Extract the SAMIEEE database of the group you

would like to map from the SAMIEEE Website.

At a minimum you will need First Name, Last Name, Preferred Address 1, Preferred Address 2, Preferred Address 3, Preferred Address City, Preferred Address State, Preferred Address Postal Code fields. The Business Address fields and Society Membership Flags should also be extracted for enhanced functionality.

Import the desired SAMIEEE database into an Excel spreadsheet.

Remove the word “Pref” from the address headers and the word “Address” from the Email column headers, then save.

Page 5: Best Practices for Membership Development

How to Map Your Membership, cont.

In Microsoft Streets and Trips, use the “Import Data Wizard”.

The Import Data Wizard will ask you to match the appropriate headings to the fields in Streets and Trips.

Microsoft Streets and Trips will now place pushpins on the location of all addresses it can resolve.

You will now visually see the locations of your members.

This process developed by John Wright, R6 SAC

Page 6: Best Practices for Membership Development

Example: Oregon Section

Page 7: Best Practices for Membership Development

Antennas and Propagation Society

Presented by:

Shanker Balasubramanian,Membership Co-Chair

([email protected])

Page 8: Best Practices for Membership Development

Antennas and Propagation Society Programs that have worked for us:

MFSP Free society membership at annual IEEE APS Symposium Sample publications and magazines at the Symposium Presence at other IEEE (APS) sponsored meetings—sample

publications & society memberships

Sponsoring IEEE senior members! This was when IEEE was offering rebates for additional senior

members Also, higher grade members are likely to retain their

membership in our society

We are looking to develop programs with added value, kindle more industrial interest and participation and broader outreach

Page 9: Best Practices for Membership Development

Circuits and Systems Society

Presented by:

Ellen J. Yoffa,President-Elect CAS

([email protected])

Page 10: Best Practices for Membership Development

Proposal for Establishing a CAS Mentoring Program

Encourage each IEEE Fellow to sign up to mentor 2-3 young members

Say, each for a period of 2 years To provide input/advice to their career development.   It can be done in person, over the phone, or through email.

  Benefits – rather obvious

Valuable to young members for career planning, getting recommendation letters, etc

Will be one more reason for young members to join CAS Help to build a community Help to facilitate networking …

Page 11: Best Practices for Membership Development

Thoughts on Implementation Email to all CAS fellows to see how many of them are interested to

participate in the program Can impose as a requirement for future fellows, i.e. they need to

agree in advance before becoming fellow

Set up a Website where young members (say 6 years from BS or 4 years from PhD) can request for mentors

Cost estimate for Website support $5k

A priority is assigned to each applicant based on: Time in the waiting list (should try to satisfy as many requests as

possible) Regions – give priority to people in China, India, etc. (regions where

we want to reach out …)

Get feedback from everyone who has gone through the mentor program and see what we need to adjust/improve

Set up a Best Mentor Award ($1K?), and give out one each year

Page 12: Best Practices for Membership Development

Low Budget CAS Tour Invite several distinguished speakers from nearby

countries (or Regions) to give a symposium of lectures in a location where there are some active members

Stimulate interest and membership in host location Travel expenses paid by CAS Regional VPs Local expenses paid by host chapter

“Low budget” version based on earlier successful Region 9 CAS Tour

Group of speakers traveled together around the Region Resulted in the formation of 2 new chapters

Underway in Region 9 If no local chapter, could set up local DLP to tour area What was impact on membership? Can we expect further

results? Budget estimate $3k (will vary by Region)

Page 13: Best Practices for Membership Development

Region 8

Presented by:

Aleksandar Szabo,MD Chair

([email protected])

Page 14: Best Practices for Membership Development

Best Practices on the Regional Level

MD on R8 Technical Conferences

Have a PP Presentation running on one or more monitors all the time during the conference

Have an Information Desk with Web access to IEEE Websites and printed promotional material and giveaways

Page 15: Best Practices for Membership Development

Best Practices on the Section Level

Technical conferences – same as on the Regional level

Technical meetings and workshops - have an Information Desk with Web access to IEEE Websites and printed promotional material and giveaways

Presentations at Universities and in Companies with distribution of promotional material

Personal contacts – very important!

Page 16: Best Practices for Membership Development

Consumer Electronics Society

Presented by:

George Hanover,Member Services

([email protected])

Page 17: Best Practices for Membership Development

CES: Best Practices

Corporate package Companies who pledge to sponsor CE Soc

membership for employees get special recognition

Chapter Member Service Rep Identify member service rep in each chapter. Supply recruiting material to them.

Bring in periodicals Vision now part of CE Soc benefits.

Page 18: Best Practices for Membership Development

Dielectrics & Electrical Insulation Society

Presented by:

J. Keith Nelson,Membership Committee Chair

([email protected])

Page 19: Best Practices for Membership Development

DEIS: Best Practices Used

Use of reader reply cards included in Society Magazine for recruiting new members

Page 20: Best Practices for Membership Development

DEIS: Best Practices Used

Membership Chair writes personal letters to those publishing in DEIS publications who are not members

EI Magazine

DEITransactions

Page 21: Best Practices for Membership Development

Region 9

Presented by:

Dr. Luiz A.S. Pilotto,R9 Director-Elect & MD Chair

([email protected])

Page 22: Best Practices for Membership Development

IEEEIEEE Higher Grade: 299,319 Students: 68,953 Total Membership:

368,272

Loss (2003): 4.8%Loss (2003): 4.8%

REGION 9REGION 9 Higher Grade: 6,650 Students: 5,311 Total Membership:

11,961

Loss (2003): 13.5%Loss (2003): 13.5%

Region 9: Highest Loss Index of IEEERegion 9: Highest Loss Index of IEEE

18.7%18.7% 44.4%44.4%

Membership Status - January 2004

Page 23: Best Practices for Membership Development

Retain Current Members in Region 9 Strong Action to Recover Lost Members Bring in New Members ActionsActions

Region-Wide Road Show to Present the Many Benefits of Being a Member

Keep The Lowest Possible Membership Fees That Will Still Permit Good Services and Benefits to the Members

Distribute to each Section an Arrears MAP to Initiate an Immediate Recovery Campaign

Institutional Action Conducted by the RD, the RD-Elect and Section Chairmen to Motivate the Industry to Finance The Annual Fees of the Members

Main Challenges

Page 24: Best Practices for Membership Development

Strong Coordination Between Sections and Chapters to Ensure Maximum Technical Benefits to the Members

Motivate Free Technical Section/Chapter Sponsored Events to Boost Membership Increase

RAB & TAB Coordination

Page 25: Best Practices for Membership Development

Implement a Strong Policy to Increase the Number of Senior Members and Fellow Members in Region 9

Sections Have Already Implemented both a Fellow and Senior Member Nomination Committee

Region 9: A Large and Important Group Inside IEEE

Page 26: Best Practices for Membership Development

Strong Action to Recover Lost Members

ActionsActions Arrears Excel Files Distributed to each Section Chairmen by April 1st Wave: Email from Section Chairmen Inviting Members to

Renew their Memberships (May-June) 2nd Wave: Direct Phone Calls (July) 3rd Wave: R9 MD Chairman Continuously Evaluate Membership

Evolution; If necessary, send Direct Emails Messages to Members

Best Practices

Page 27: Best Practices for Membership Development

IEEEIEEE Higher Grade: 299,319 Students: 68,953 Total Membership:

368,272

Loss (2003): 4.8%

REGION 9REGION 9 Higher Grade: 6,650 Students: 5,311 Total Membership:

11,961

Loss (2003): 13.5%

Region 9: Highest Loss Index of IEEERegion 9: Highest Loss Index of IEEE

18.7%18.7% 44.4%44.4%

Membership Status - January 2004

Page 28: Best Practices for Membership Development

IEEEIEEE Higher Grade: 299,586 Students: 75,360 Total Membership:

374,946

Gain (2004): 1.8%

REGION 9REGION 9 Higher Grade: 6,650 Students: 5,311 Total Membership:

11,961

Gain (2004): 5.4%

Region 9: Third Highest Gain Index of IEEERegion 9: Third Highest Gain Index of IEEE

20.1%20.1% 48.2%48.2%

Membership Status - January 2005

Page 29: Best Practices for Membership Development

6000.00

7000.00

8000.00

9000.00

10000.00

11000.00

12000.00

13000.00

1.00 4.00 7.00 10.00 13.00Years 2004/2005

Tota

l Mem

bers

R9

January 2004

November 2004

January 2005

Terminator Program

Support Line

Membership Evolution During 2004

Page 30: Best Practices for Membership Development

Education SocietyPresented by:

S. Hossein Mousavinezhad, MD Chair

([email protected])

Page 31: Best Practices for Membership Development

Education Society Attend IEEE Conferences and display

membership materials (e.g., IEEE EIT Conference, 22-25 May 2005 hosted by University of Nebraska-Lincoln)

Encourage ASEE members to join EdSoc

Use Accreditation to involve faculty in professional societies, e.g., Education Society

Communicate with Regions, Sections

Page 32: Best Practices for Membership Development

Engineering in Medicine & Biology SocietyPresented by:

Barbara Oakley, VP Member & Student Activities

([email protected])

Page 33: Best Practices for Membership Development

EMBS Membership Building Activities

We sent a custom EMBS survey we had developed to all of the nearly 8,000 members in our society.

Roughly 1,700 responded.

Of the respondents, we found half were academic, half were industry members—which is now presumed to be the society demographic.

Industry members REALLY wanted more local chapters/local chapter activities.

Page 34: Best Practices for Membership Development

EMBS Response to Survey Findings We also asked survey respondents to check

“yes” if they would be interested in starting or helping start a new local chapter.

Roughly 300 members checked “yes.”

We then sent emails to each of these members asking, if they were still interested, to contact the society. Some emails were sent to targeted areas with large numbers of EMBS members but no local chapter.

Page 35: Best Practices for Membership Development

EMBS Survey Response, cont. Roughly 150 responses were received. Each of these was

then contacted individually with local member information, as appropriate.

Upshot—nearly 50 locations worldwide responded. Another 30 student groups responded.

It is estimated that roughly a third of these may actually grow into new chapters.

Additionally, a special workshop will be given at our annual conference on what IEEE-EMBS can do for members. A paper is also being written describing all the information to be given in the workshop — this will be placed in the conference proceedings.

Page 36: Best Practices for Membership Development

Region 10

Presented by:

Prof. S V Sankaran,MD Chair

([email protected])

Page 37: Best Practices for Membership Development

MD Best Practices …1

Organize technical lectures/tutorials and open them to non-members.

Co-organize technical events with other local technical societies for broader audience reach.

Done in Australia, Japan, India among others.

Page 38: Best Practices for Membership Development

MD Best Practices …2

Identify IEEE liaison volunteers (‘nodes’) in key industries /companies /institutions Hyderabad and Bombay Sections have employed this effectively to increase membership

Senior Member candidates tracking and nomination by Section/Chapter Done often by many sections/chapters

Page 39: Best Practices for Membership Development

MD Best Practices …3 Establish GOLD members as key liaison

(‘nodes’) for interaction with their alma mater and faculty/student members (being tried in R10)

Establish a one-time fund in the Student Branch – donated by College Management or Alumni – to pay for full or half dues for a certain no. of students (Gajanan Maharaj Engg College and UVCE in India have used this method)

Page 40: Best Practices for Membership Development

Microwave Theory & Techniques SocietyPresented by:

Jan Zehentner, R8 Chapter Coordinator

([email protected])

Page 41: Best Practices for Membership Development

How to attract interest of people in the IEEE membership, to keep it, and to stimulate members for activity and networking?

Formation of new Chapters in regions or countries where they do not exist. The key point is our personal involvement, i. e.:

to search for and to address individuals willing to organize the first steps as are:

to establish preparatory committee to prepare and to submit the petition to organize Chapter officials election

To supervise the whole process of formation and to assist when needed

To be permanently in touch with Chapter officials and to help or advise them

Page 42: Best Practices for Membership Development

We succeeded in Romania and Norway

Very important for minimum income countries is the Membership Fee Subsidy Program.

In Region 8, we have 15 such countries. The program helps to keep alive some Chapters and, first of all, it allows membership for young graduates, the future of the MTT Society.

The program provides the feedback and enables to understand better wants of the Chapters, predominantly on the territory of the Former Soviet Union, where the economy has problems and individual incomes are very low.

Page 43: Best Practices for Membership Development

The number of applications for the Subsidy decreased from 7 to 3 Chapters in 2002-5

We organize annually the Chapter Chairs Meeting in conjunction with the European Microwave Conference

The Chapter representatives have an opportunity to meet AdCom and Region 8 officers.

The meeting enables also to solve problems of Chapters in person concerning e.g., membership, payments, Chapter support by the Society, etc.

A book of reports of our 38 Chapters about their activity is given to all participants. Chapters can compare own works with others, to take over successful practice and implement it in the local conditions, and to establish fruitful relations in many technical and organizational issues.

Page 44: Best Practices for Membership Development

Society on the Social Implications of Technology

Presented by:

Robert Brook, Membership Chair([email protected])

Page 45: Best Practices for Membership Development

SSIT Overview Approx. 2,000 Members Not associated with any engineering specialty SSIT Scope (from Technology & Society Magazine):

Health/safety/environmental implications of technology Engineering ethics Education in SIT History of electro-technology Technical expertise and public policy Social issues related to energy, information technology and

telecommunications Systems analysis in public policy decisions Economic issues related to technology Peace technology

Page 46: Best Practices for Membership Development

Membership

Rise in membership - counter to trend of Division IV and most other IEEE Societies

Why? Use of Internet as recruitment vehicle coinciding

with maturation of communications technology and comfort of engineers (young and old) with using the internet.

Plan to continue use of Internet as a recruitment tool for the future.

Page 47: Best Practices for Membership Development

Ethics and Professional Responsibility This is an area of SSIT scope - sometimes difficult and

controversial

Most companies subscribe to high ethical standards, yet recent events show several large companies destroyed by neglect or circumvention of ethical rules

No laws exist (except NJ) to protect an individual who reports a faulty product

SSIT supports an awards program for “whistle blowers” who report events or products with potential danger for the public.

Page 48: Best Practices for Membership Development

Instrumentation & Measurement Society

Presented by:

James Becker, ADCOM, MD Committee

([email protected])

Page 49: Best Practices for Membership Development

IMS: “Do your job better; get a better job”

Target market sectors (Ind: 1900; Acad: 850; Students: 300; Consult: 300) w/ initiatives:

Students: AdCom (2) members; paper contests, “brown-bag” design kits, web site

Offer targeted products/services Tutorials in I&M Magazine (Increase mag freq 46) Student/New Hire column in Mag Interest matrix—better mapping of

members/interests Undecided—get “nonaffiliated” IEEE members

Page 50: Best Practices for Membership Development

Industry Instrumentation Engineerdoes her job better because she is an I&M Member

PersonalStories of how Jane EngineerDid her job

BetterAdvertising atA personal level

Students see value membershipBrings to a real-life job.

Current Members get ideasOn how to maximize valueFrom Membership.

Encourage Current MembersTo articulate to non-member colleaguesThe value they get from membership.

Magazine Profile Mini Articles

Page 51: Best Practices for Membership Development

IMS: “Do your job better; get a better job”

Offer targeted products/services, cont. Increase Senior Members Expand reviewer base

Page 52: Best Practices for Membership Development

Electromagnetic Compatibility Society

Presented by:

Elya Joffe, VP of Member Services

([email protected])

Page 53: Best Practices for Membership Development

Distinguished Lecturers ProgramDistinguished Lecturers Program

The Distinguished Lecturer Program provides a special opportunity for our chapters and sections to come into contact with the leading authorities in the EMC field

Speakers chosen on the basis of the high distinction earned from their work Each lecturer will serve a two-year term, with approx. 5-6 trips per year

Chapter Support through the “Bob Haislmaier Angel Program” – the Chapter Support through the “Bob Haislmaier Angel Program” – the “Angel Funds““Angel Funds“

For aiding Chapters in putting on technical programs for their members which they would otherwise be unable to afford

The maximum financial support for any activity is U.S. $500 Simple process:

Send a request to Chapter Angel Upon approval, Society Treasurer will have IEEE HQ issue a check

Top 8 EMC Society Best MD PracticesTop 8 EMC Society Best MD Practices

Page 54: Best Practices for Membership Development

Top 8 EMC Society Best MD PracticesTop 8 EMC Society Best MD Practices Society BoD members encouraged to visit chaptersSociety BoD members encouraged to visit chapters

BoD members are the leaders of the Society and have much to tell the members

By visiting the Chapters they indicate: We care for the Chapters We are committed to the Chapters Meet us face to face, we are real people…

Chapter Chairs luncheon along our SymposiaChapter Chairs luncheon along our Symposia All chapter chairs or their representatives are invited to a

complementary luncheon during our annual symposium for an annual “get together”

Information exchange between chapter chairs (by short reports) Information delivered by EMC-S BoD members (also present in

the meeting) Welcoming new chapters to the EMC-S

Page 55: Best Practices for Membership Development

Top 8 EMC Society Best MD PracticesTop 8 EMC Society Best MD Practices

Membership Booth present in co-sponsored symposia, offering Membership Booth present in co-sponsored symposia, offering Free Society Membership for New Members Joining On-SiteFree Society Membership for New Members Joining On-Site

We exchange promotional MD booths with co-sponsored symposia worldwide

IEEE MD material and EMC-S publications are distributed in the booth

Booths manned by Regional coordinators and BoD members present on site

Free EMC-S membership for the 1st year is offered to those who join on site

Symposium Registration DiscountSymposium Registration Discount Approximately US$100 discount is offered to IEEE members

Equivalent to annual membership fees Discount set to make “membership worth while”

Page 56: Best Practices for Membership Development

Top 8 EMC Society Best MD PracticesTop 8 EMC Society Best MD Practices Regional membership coordinators in all IEEE regionsRegional membership coordinators in all IEEE regions

Promotion - a matter of culture and geography – need to know your locals

Each of the regions 8, 9 and 10 have a designated LOCAL membership coordinator

Works locally in forming chapters, promoting membership and representing the EMC-S in local conferences and symposia

Regional Mini-Conferences (Colloquia)Regional Mini-Conferences (Colloquia) A regional conference coordinator in each region promotes mini-

conferences and exhibits Helps in chapter’s financial well-being Attracts many non-members if the speakers are well known…

e.g., Prof. Clayton Paul … or when the topic sounds “attractive”

e.g. “The “Bruce-Lee Show” New members are recruited in those meetings

Held successfully in the US, Germany, Israel and… Sao Paulo (Brazil)

Page 57: Best Practices for Membership Development

END OF BEST PRACTICES