Maryland State Council DD / GK Training June 2012 Membership Retention Chris Powers, PGK, FDD

Retention  Why?  Required – quota expectations from Supreme, State & District  Admin – retention worksheet before suspension (Form-1845)  Want – offset weak programs/activities (stop the leak)  How?  Leadership messages & actions that are CLEAR

Retention  CLEAR  C ommittee (not GK alone)  Exemplars of Knighthood  Extroverts are handy – personal contact is essential  Enabled by GK and Council  Resources  Appreciation  Endorsement & follow-through on activities/decisions LL EE AA RR

Retention  CLEAR  C ommittee (not GK alone)  L isten  Members are most valued asset – demonstrate by listening  Maintain family contact through newsletter, cards, etc.  Rule of 10 contact tree – develop personal rapport EE AA RR

Retention  CLEAR  C ommittee (not GK alone)  L isten  E ntertain  Balance of fun and work  Variety of programs and events  Lecturer Program AA RR

Retention  CLEAR  C ommittee (not GK alone)  L isten  E ntertain  A ctive Membership  Sponsor, mentor, and 60-day follow-up  Members visible in church and community  Advancement wall chart (shared ownership) RR

Retention  CLEAR  C ommittee (not GK alone)  L isten  E ntertain  A ctive Membership  R esources  Degree ceremonies  Fraternal Benefits presentations  Council-level training (officers & programs)  History of the Order

Retention Process & Form-1845  Goal is retention of practical Catholic men in the Order  Retention Worksheet favors members over bureaucracy  Form-1845, Notice of Intent to Suspend

 Complete top portion of the form  Financial Secretary can assist Retention Chair with this portion  Fraternal Benefits Advisor can assist with this portion  Retention Team members manage the process Retention Worksheet

 Difficulties completing current information?  When was last contact with member?  Are you certain member is aware of delinquent dues?  Does member feel like an important Knight in the council?  How do I find him?  Proposer – look at original Form-100 (contact previous council)  Local records – KofC Insurance, Parish, Schools  Online search – s, Google, Social Media Retention Worksheet

 Record of first contact  Ask proposer, parishioner, workmate, or friend to contact the member  Direct contact (face-to-face or telephone)  Fraternal message of caring (health of member & family, work, etc.)  LISTEN (why isn’t member active with council?)  Is member still a practical Catholic?  What would it take to bring him back to the Knights?  How can the Knights help him and his family?  Would member participate in council program for relief of dues?

Retention Worksheet  Record of second contact  Identify good fit for next contact (chair of member’s program, …)  Direct contact (face-to-face or telephone)  Fraternal message of caring (health of member & family, work, etc.)  LISTEN (why isn’t member active with council?)  Build on message of first contact  Demonstrate that council members are listening & care  Respond to first contact concerns

Retention Worksheet  Record of third contact  Retention Chair, Membership Chair, GK, DGK  Direct contact (face-to-face or telephone)  Fraternal message of caring (health of member & family, work, etc.)  LISTEN (why isn’t member active with council?)  Build on message of earlier contacts  Demonstrate that council members are listening & care  Respond to member’s concerns

Retention Worksheet  Admin record  FS can help with this portion of the worksheet  Record data  Submit copy of Retention Worksheet with Form-1845

Retention Worksheet  Opportunity  Retain a practical Catholic in the Order  Renew and establish fraternal bonds  Understand why individual members are not active Listen & Learn Throughout Retention Process

Retention Summary  Communications/rapport before issues  Active Retention Committee  Stay upbeat – KofC is a good story!  CLEAR  C ommittee (not GK alone)  L isten  E ntertain  A ctive Membership  R esources