Professional Chapters Council Report to the AMA Board of Directors June 4, 2008

Agenda FY Key Initiatives/Accomplishments FY Key Initiatives –execution & measurement Future Opportunities

FY Key Initiatives/Accomplishments Report to the AMA Board of Directors Michele DeKinder-Smith, June 4, 2008

FY 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 348 hrs) 5 hrs/wk X 52 weeks 11 travel days X 8 hrs/day $100/hr$348,000 Volunteers 20 hrs) Average 20 hours each$50/hr$30,000 TOTAL4,280 hours$378,000

FY Greatest Achievements Higher touch with more chapters than ever –Deeper levels of conference calls (elects), more frequent s 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 Initiatives PCC outlined 5 major categories of initiatives for 07-08: 1.Training 2.Monitoring & Mentoring 3.Resources & Tools 4.Communications 5.Volunteer Base

FY 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 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 s 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 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 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 ( 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 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 Key Initiatives Report to the AMA Board of Directors Kelley Peterson, June 4, 2008

FY 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 Key Initiative 1 Council Restructure – Team Approach

15 FY 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 Key Initiative 1 Leadership Team Membership Team Programming Team Council Restructure - Benefits Team Approach Focused Time Investment Consistent Deliverables Full Range Support Intervention to G2G Content Development and Delivery Builds Volunteer Pipeline Succession Planning

17 FY 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 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 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. 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 chapters46 chapters

Impact of Mid-Year Regional Retreats Chapters that attended mid-year retreats experienced significantly more growth. 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. 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 chapters33 chapters

Addendum.