Town Hall Meeting SIR Branch 8 Choosing Our Future September 10, 2018 12/31/2018

Our Wake-Up Call Big surprise Q1 2018 Maybe preventable reasons January- March loss of 21 active members Uncontrollable: 10 (48%) Maybe preventable: 11 (52%) Maybe preventable reasons Personal, other commitments: 7 Lost interest: 2 Lack of diversity: 1 Branch too big: 1 What’s happening here? 12/31/2018

Deeper Look At 2015-2017 Is this a one-time event or is this a trend? Do we have a dissatisfied membership? Are there any age-related resignation factors? 12/31/2018

Branch 8 Membership Changes 2015 – 2017 Analysis 12/31/2018

Loss of Early-Tenured Members - 89% within 24 Months 12/31/2018

Age Profile of Resigning Members (Branch Median Age 77) 12/31/2018

Wake-Up Call Top Findings We are losing too many members Losing them fast and Mostly younger members Must understand why and act on acquired knowledge Reach member consensus on changes 12/31/2018

BEC Approach to Understanding FACT: We are not a single, homogeneous group We have three distinct generations Often with different perspectives and needs The critical questions What’s going on? Why are we losing younger members? Is this a one-time event or a deeper member satisfaction problem? Think carefully through Who we are, understand our generational needs Getting clarity on how we add/detract value to members From both existing members and those we lost What changes are needed to attract and keep new members 12/31/2018

BEC Conclusions & Response Develop potential actions & change ideas Early BEC approval of obvious ones Involve the membership in potential changes BEC action plan accomplishments Surveyed members in June Held focus groups in July Consolidated findings & actions in August Present results at September Town Hall branch meeting (less presentation, more discussion) 12/31/2018

Three Works in Progress Recruiting process Lead with activities Activity chairmen: track & follow-up on guests Improved member integration process Sponsors: stay more involved! Activity chairmen: make new members welcome MRC: follow-up during first 12-months Retroactive 2018 exit interviews Get beyond bland reasons for leaving Use outside professional HR help Gather useful guidance on potential changes 12/31/2018

Wake-Up Call Q&A 12/31/2018

Survey Top Findings Good member participation: 185 (57% of membership) We don’t have a satisfaction problem (General Satisfaction is 4.2 on a 5 point scale) Activity participation and social engagement are the heart of Branch 8 150 of the 185 (81%) participate in 2+ activities 12/31/2018

Across three generations …. Age Old Questions Across three generations …. How are we similar? How are we different? 12/31/2018

We See Most Things the Same Key Areas <Age 75 Ages 75–81 >Age 81 Activity Participation Yes Social Engagement 12/31/2018

We See Most Things the Same Key Areas <Age 75 Ages 75–81 >Age 81 Activity Participation Yes Social Engagement Introducing New Members – Luncheon and Hotline Overall Branch Satisfaction 12/31/2018

We See Most Things the Same Key Areas <Age 75 Ages 75–81 >Age 81 Activity Participation Yes Social Engagement Introducing New Members – Luncheon and Hotline Overall Branch Satisfaction Topics for Learning – Senior Health Branch Communications 12/31/2018

We See Most Things the Same Key Areas <Age 75 Ages 75–81 >Age 81 Activity Participation Yes Social Engagement Introducing New Members – Luncheon and Hotline Overall Branch Satisfaction Topics for Learning – Senior Health Branch Communications Keep the “I’ve Done My Part Program” No 12/31/2018

We See Some Things Differently Key Areas < Age 75 Ages 75-81 > Age 81 Religious & Patriotic Themes – Invocation, Pledge, God Bless America Don’t Care / Keep Keep Keep / Essential 12/31/2018

We See Some Things Differently Key Areas < Age 75 Ages 75-81 > Age 81 Religious & Patriotic Themes – Invocation, Pledge, God Bless America Don’t Care / Keep Keep Keep / Essential Community Involvement – SIR Volunteers Strong Yes Not Important More Not Important Branch Size – Approx. 325 OK Somewhat Smaller 12/31/2018

Survey Q&A 12/31/2018

Focus Group Process Small groups focused on key issues Three sessions, 22 members involved Generational differences were explored Structured with all ages groups represented Survey topics for discussion What do you find valuable about Branch 8? Community service interest Education/life long learning General discussion New member integration strategies endorsed Strong support for telling Branch 8’s story 12/31/2018

We See Most Things the Same Key Areas < Age 75 Ages 75-81 > Age 81 Value of Branch 8 – Activities and Social Engagement #1& #2 #1 & #2 Most Popular Learning Topic Senior Health #1 # 1 12/31/2018

We See Most Things the Same Key Areas < Age 75 Ages 75-81 > Age 81 Value of Branch 8 – Activities and Social Engagement #1& #2 #1 & #2 Most Popular Learning Topic Senior Health #1 # 1 Community Involvement – Lets Do Something Yes 12/31/2018

We See Most Things the Same Key Areas < Age 75 Ages 75-81 > Age 81 Value of Branch 8 – Activities and Social Engagement #1& #2 #1 & #2 Most Popular Learning Topic Senior Health #1 # 1 Community Involvement – Lets Do Something Yes Telling Our Story Better Do it New Member Integration Endorsed 12/31/2018

Focus Groups Top Findings Branch fundamentals are sound and supported by our members Strong endorsement for lifelong learning and actions underway Reached wide consensus on all the issues Changes for recruiting consideration Revise the website to tell our story to visitors Focus on Activities via Website Reach out more using social media (e.g., Facebook) Put the effort into looking more like our diverse community 12/31/2018

Focus Group Q&A 12/31/2018

Choosing Our Future 12/31/2018

Wake-Up Call Top Findings We are losing too many members Losing them fast and Mostly younger members Must understand why and act on acquired knowledge Reach member consensus on changes 12/31/2018

Next Steps Balance recruiting new members with meeting the needs of current members Continue with implemented actions Lead with activities Improve new member integration process Do deeper retroactive exit interviews Eliminate “I’ve Done My Part” from the lunch agenda Increase emphasis on Lifelong Learning Begin introduction of Community Involvement participation Diversity: get serious about looking more like our community 12/31/2018

The Struggle: Generational Issues How do we create important new recruiting initiatives without ignoring older members who may not agree or wish to participate? Recommendation – With discussion, listening and consensus, we can do both. Could we change the business portion of the luncheon (i.e. religious and patriotic themes) without alienating some members? Recommendation – Yes,we could, but we need more information from member resignations and guests who don’t join; revisit the issue in 2019. 12/31/2018

What Does this Mean for You? Be willing to compromise and respect the opinions and interests of other members Be open to changes that are best for the whole Continue to provide feedback and suggestions Become involved, volunteer for new roles Diversity committee Recruiting committee Leaders for lifelong learning Community involvement 12/31/2018

Big Sir Perspective 12/31/2018

Here’s How We Will Choose Change will not alter our core mission to “improve the lives of members through fun activities and events.…..while making friends for life” 12/31/2018

General Q&A 12/31/2018

Town Hall Meeting SIR Branch 8 Choosing Our Future September 10, 2018 12/31/2018