HOUSTON DEEP DIVE PRESENTATION CHICAGO, Illinois SIM LEADER SUMMIT April 20th, 2017 Gene Janiszewski, Terry Janis, Stephen Webster

Table of Contents Sponsorship Board Membership & Retention Speakers & Programs Meetings Chapter Awards Secret Sauce Uniqueness

Sponsorship - Revenues

Sponsorship - Contributions Heavily depend on our sponsors to support our events 8 Monthly meetings at $2,500 – Pays for 70% of cost 2 Social Events – Annual Summer Social $2,500, Christmas Party $5,000 Golf Tournament – Spring Raise $142,000 Donate $75-80K Premier Sponsors Platinum $33,000, Gold - $22,000, Silver $16,500, Bronze $10,000 14 Hole sponsors $3,300 Breakfast, Lunch Sponsors $3,500, 2 Beverage $2,500, Awards $2,000 Clay Sporting Event – Fall Raise $65K Donate $40K 1 Premier Sponsors $15,000 Multiple Gold $5,000 Multiple Silver $2,500 Team $1,000 SIM Women - $2,000 year MIT - $1,500 Year

Sponsorship - Attraction Main ways to attract sponsors CIO and Technology events – ours and 3rd party Board members and local SIM Membership Annual or semi-annual sponsors Vendors employee movement to new companies Vendors seek membership in chapter but convert to sponsoring events Sponsor committee database Chapter referral when seeking a national presence

Sponsorship - Guidelines Exclusive sponsor at one event Three company employees sponsored event Vendor logo advertised on web site Sponsor signs at tables 2 to 4 minute introduction of company Raffle of item(s) No soliciting of membership Again, NO soliciting of membership Sponsors fund both chapter and philanthropic events

The Board: Up from 5 – 20 members President (CIO) Programs (2) CIO / Vendor Membership (2) CIO/Vendor Outreach (2) Sponsorship (2) Vendor SIG / CIO Breakfast (1) Members in Transition (CIO/Vendor) SIM Women (2 Communications (2) Marketing (2) Executive VP (CIO) - Next years President Treasurer (CIO)

Board - continued Monthly board meetings 1 week before membership meetings (10) All board positions are 1 year term with exception of Treasurer - 2 years Strategy meeting month of January - ½ day – drives next years agendas Philosophy – EVP transitions to President Primary and Secondary Board members Secondary members will take over primary role following year Primary chairs respective committee President, EVP and Membership involved in recruiting new board members Executive Vice President leads Nomination committee Added SIG and CIO Breakfast Sponsor for 2017

Board – Key Traits Prefer Practitioner CIOs Utilize Vendor membership in key areas (Membership/Communications) Strong Strategy & Planning Skill Set Commitment to time requirements for role Persuasive/Dynamic personality Community leadership

Membership Recruitment/Retention Requires 3 Committees Marketing Programs Membership Recruitment/Retention Requires 3 Committees

Membership - Retention & Renewals Planning for Renewal Period begins in September Renewal Rate Averages 65-85% Key thing to remember about renewals is direct communication Phone calls work best/Hand written notes Survey as to why not renewing membership – mitigate risk where possible Locating new members through CIO Conferences – HMG, EFM Golf & Clay Sporting Tournaments Give Away free membership at annual events Actively recruit through existing memberships Vendors can recruit 4 CIO Practitioners to gain membership Invite 20 CIO’s to the monthly meetings off City wide CIO list

Membership - Criteria Open to CIOs, CTOs, CISOs, CDOs, CMOs, VPs and direct reports 85% of members are practitioners 15% of members are vendors 70% of membership are Oil & Gas related industry Membership currently at 175 members Down from 2016 at 206 Goal for 2017 is 250 members Changing Conditions in Houston Area Oil & Gas upward trending

Speakers & Programs Best Speakers for 2016 – GHP –Houston economy, Dustin Heisler – Disruptive technology - Gartner, Clif Triplett - Cybersecurity Program Development Board Level position(s) Strategy Planning during January event Programs strategic to membership interests Scheduled & publicized 6 months in advance Survey feedback & recommendations from membership Survey results from each meeting

Event Distribution

Speakers & Programs - Development Board Level Positions Utilization of 2 Board Members Utilization of Programs Committee Members Acquire speakers through local & national conferences Acquire speakers through referrals

Meetings Meeting Schedule Monthly meetings (8) September through May Summer Social (June) Winter Social (December) Notice regarding meetings Email and Web campaign begins after previous meeting Web site displays upcoming meetings for next 6 months Registrations Tracked via event planning tool

Community Outreach & Communication Channels Genesys Works AITP MISSO Citizens School UH Code Red Communication Channels SIMHouston.org Online Communities SIM Women SIGs Direct Emails SIM Houston Newsletter Social Media LinkedIn (HOUSTONSIM) Twitter (@HOUSTONSIM) YouTube (SIMHOUSTON)

Secret Sauce Membership Chair – Recruiters make the best membership chairs Focused Programs – Survey for each program event Retention Plan – Personal contact Meeting Venue – Good Atmosphere, Prices, Location Marketing & Visibility in Community – Houston Business Journal Genesys Works/University of Houston/ Lone Star College Growing number of events adhere to members - Toastmasters Introduction of new members/guests at meetings SIG Groups – Members request MIT Groups – big need in 2016

Chapter Awards CIO Leader of the year Award Board Member of the year award Outstanding SIM Member of the year award - non Board member Rookie of the year award – new member of the year award

Uniqueness of Houston Chapter It’s all about being from Texas