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Professional Chapters Council
Report to the AMA Board of DirectorsJune 4, 2008
Agenda
• FY 07-08 Key Initiatives/Accomplishments
• FY 08-09 Key Initiatives– execution & measurement
• Future Opportunities
FY 07-08 Key Initiatives/Accomplishments
Report to the AMA Board of Directors Michele DeKinder-Smith, June 4, 2008
FY 07-08 Greatest Achievements
• Providing stability and continuity through multiple personnel transitions and reduced resources from IH – and now working together to optimize teamwork and systems
• Contributing significant growth in volunteer hours (representing real market value and dramatic improvements to succession planning)
PCC Members
(10 @ 348 hrs)5 hrs/wk X 52 weeks11 travel days X 8 hrs/day
$100/hr $348,000
Volunteers
(30 @ 20 hrs)Average 20 hours each $50/hr $30,000
TOTAL 4,280 hours $378,000
FY 07-08 Greatest Achievements
• Higher touch with more chapters than ever – Deeper levels of conference calls (elects), more frequent emails with
templated approach, personal in-market visits, “troubled chapter” visits• Significant “up-leveling” and/or streamlining of most major programs• Greater involvement across the total AMA family
FY 07-08 Initiatives• PCC outlined 5 major categories of initiatives for 07-08:
1. Training2. Monitoring & Mentoring3. Resources & Tools4. Communications5. Volunteer Base
FY 07-08 Key Initiatives/Accomplishments 1
Key Initiative - Training• Providing ongoing training to educate chapter boards on the steps necessary to create
an excellent AMA experience for their local membership
Key Training Accomplishments• Board in a Box – new org structure to leverage volunteers and build pipeline, new
tools added for sponsorship/finance/elections, better integration to web• Leadership Summit 2008 – record high attendance (72 chapters, 318 attendees)• Mid-Year Retreats – complete revamp, 7 completed (36 chapters, 159 leaders
trained)• Web Conferences – met goal to complete four
FY 07-08 Key Initiatives/Accomplishments 2
Key Initiative – Monitoring and Mentoring• Monitoring chapter performance and mentoring the leadership of local chapter boards
Key Monitoring and Mentoring Accomplishments• Chapter Excellence Awards – # of entries increased to 29 (from 23)• Contact by PCC Rep x4 – conference calls completed, more frequent emails due to
new templates• Chapter Health Tracking – initiated new method for tracking chapter health … needs
technology support from IH• Year-End Chapter Leader Survey – to be done May 2008• Assist new markets in growing chapters – added one “Developing Chapter” (Salt Lake
City)
FY 07-08 Key Initiatives/Accomplishments 3
Key Initiative – Resources and Tools• Maintaining existing resources and tools for chapter leaders and developing new ones
to meet evolving needs
Key Resources and Tools Accomplishments• Chapters Resources Website – updated within 48 hours of all requests,
tips/tools/Board in a Box tie-ins updated monthly• Outstanding Volunteer Award – awarded at LS08• Chapter Officer’s Guide Revision – completely revamped, will publish 6/10/08• Partnership Funds – In conjunction with IH, awarded $8,000 in grants• AMAF Grants – Provided judges for AMAF
FY 07-08 Key Initiatives/Accomplishments 4
Key Initiative – Communications• Creating communications mechanisms to ensure local chapters and the international
brand are well-connected
Key Communications Accomplishments• (within Council) Instituted monthly “touch base” calls• (with chapters) Fast Facts (email monthly newsletter) – revamped mid-year to become
monthly, now incorporates content from AMA IH Senior Staff• (with MRC) Supported MRC in leveraging Technology & Research, Supported MRC in
lapsed-member research• (with CCC) Provided judges for Case Competition• (with IH) Provided recommendations for chapter portals, Mplanet participation plan,
Cvent relationship, etc.• (between chapters & IH) Developed Document Management System to manage
collection of minutes and financials from chapters
FY 07-08 Key Initiatives/Accomplishments 5
Key Initiative – Volunteer Base• Expanding the volunteer base of the PCC for more effective succession planning
Key Volunteer Base Accomplishments• Build Volunteer Pipeline to 50 volunteers – Roster at 63, 40 utilized to date• Marshall 3,850 hours – exceeded goal (estimating 4,280 hours)• Retain Past PCC Talent (P2C2)- ongoing, 3 active volunteers
FY 08-09 Key Initiatives
Report to the AMA Board of Directors Kelley Peterson, June 4, 2008
FY 08-09 Key Initiatives
• Council Restructure
- build and strengthen IH and PCC partnership
• Mid-Year Retreat Enhancement
- volunteer engagement & intervention support
• Good to Great Initiative
- learning lab for future growth strategies
14
Leadership Team
1. President
2. President Elect
3. Immediate Past
Volunteers
• Content Managers
• P2C2
• Task Forces
Membership Team
4. Chapter Rep
5. Chapter Rep
6. Chapter Rep
7. Chapter Rep
Volunteers
• CEA Judges
Programming Team
8. LS Co-Chair
9. LS Co-Chair
10. Mid-Year Retreats
Volunteers
• Presenters
FY 08-09 Key Initiative 1Council Restructure – Team Approach
15
FY 08-09 Key Initiative 1
Leadership Team
Council Restructure
Board in the Box
Good to Great Initiative Cross-Division/Dept.Partnerships
Succession/Volunteers
Membership Team
Mentoring/Support- Chapter Contact &
Communication- Outstanding Volunteer
Award
Monitoring- Chapter Health-G2G &
Intervention- Chapter Excellence
Awards- Year End Survey
Programming Team
Training Events- Leadership Summit- Mid-Year Retreats
Content Development- relevant resources and
tools for Board in the Box
Council Restructure – Focused Time Investment
FY 08-09 Key Initiative 1
Council Restructure - Benefits
• Team Approach
• Focused Time Investment
• Consistent Deliverables
• Full Range SupportIntervention to G2G
• Content Development and Delivery
• Builds Volunteer Pipeline
• Succession Planning
17
FY 08-09 Key Initiative 2
• Fund a national volunteer to co-present and facilitate with a PCC Rep at each of the 6-7 Mid-Year Retreats vs. IH Staff – increase volunteer pipeline /succession
• Fund travel and registration for President and President Elect of Intervention Chapters to attend the Mid-Year Retreat in their region - membership recruitment/retention
Why… San Antonio Turn Around Chapter
# of members in 2006 = 181# of members in 2007 = 231 (28% increase)Total increase = 50 x $215 = $10,750
Mid-Year Retreat Enhancement
18
FY 08-09 Key Initiative 3
• Select and host the Top 5 G2G Chapters at a “maximizing our potential” 1-day retreat – learning lab for growth strategies
Why…
Minnesota Prospective G2G Chapter
# of members in 2007 = 669
potential # of members = 1,091 (63% increase)
7% increase to 715 = 46 x $215 = $9,890
10% increase to 740 = 71 x $215 = $15,265
If the Top 5 G2G Chapters increase their membership
by 50 professionals, the return would be $53,750.
Good to Great Initiative
19
FY 08-09 Measurement• Number and quality of potential council members
• Year End Chapter Leader Survey
• Leadership Summit Survey
• Mid-Year Retreat Survey
• Number and quality of Chapter Excellence Award entries
• Overall Chapter Health Metrics• Membership growth vs. year ago• Membership retention vs. year ago• Number of chapters in intervention status• Membership penetration
Future Opportunities
Report to the AMA Board of Directors Michele DeKinder-Smith & Kelley Peterson, June 4, 2008
Future Opportunities
• More “face time” in the marketplace
• Good to Great initiative
• Programming “off the shelf”
• Leverage technology to streamline work
• Landmark research to understand role of chapters in member value equation
Impact of Leadership Summit• Chapters that participate fully in Leadership Summit show growth, while others do not.
4% 4%
-1%
Less than 2 2 3+
Impact of Leadership Summit Attendance on Membership Growth
Average % Professional Membership Growth By # of LS07 Attendees(Jan ’08 vs. Jan ’07)
Average Chapter Growth was 3%
7 chapters 20 chapters 46 chapters
Impact of Mid-Year Regional Retreats
• Chapters that attended mid-year retreats experienced significantly more growth.
6%
2%
Attended Did Not Attend
Impact of Mid-Year Retreat Attendance on Membership Growth
Average Chapter Growth was 3%
Average % Professional Membership Growth By Whether Attended Mid-Year Retreats(Jan ’08 vs. Jan ’07)
34 chapters 39 chapters
Impact of Live Training Participation• Chapters that participate fully in Leadership Summit show growth, while others do not.
2%5%
-1%
Attended Neither Attended 1 Attended Both
Impact of Live Training on Membership Growth
Average % Professional Membership Growth By Full Participation in LS07 and Mid-Year Retreats (Jan ’08 vs. Jan ’07)
Average Chapter Growth was 3%
6 chapters 34 chapters 33 chapters
Addendum
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