IEEE Region 2 Membership Development Conference Call / Web Cast Wole Akpose Chair, IEEE Region 2 Membership Development January 30, 2009

Welcome Notes Welcome notes by Region 2 Director Message from MGA MRR 2010 Chair MRR Vision and Objectives 2010 focus New benefit for members  Free E Book version of premier IEEE-Wiley publications GOLD Efforts in Member engagement  Rachel Krepps MRR Focus going forward  John Day Latest Statistics  Wole Akpose Closing Remarks  Ralph Ford Subject Appendix: SAMIEEE and Arrears Recovery, Step by Step Today’s Edition … Region 2 MD Web Cast Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: Slide 2

Today’s Speakers … Region 2 MD Web CastSlide 3 Thomas Habetler MGA MRR Chair Wole Akpose R2 MD Chair Ralph Ford R2 Direct. Elect Bill Walsh R2 Director John Day MD Director Gordon McPherson IEEE E-Pubs Rachel Krepps R2 GOLD Chair Cathy Downer IEEE MD Manager

Webcast presentation available on MD virtual community at in the files section. Attendee lines are muted, except for speakers. To un-mute your phone during the Q&A portion, press *6. To mute your phone again, press *6. Please ask topical questions using the chat box For technical-assistance, to any time during This webcast is recorded. Presentation and audio will be available as an “on- demand” resource – URL and announcement to be posted in the MD Virtual community. Web Cast Notes Slide 4Region 2 MD Web Cast

Slide 5Region 2 MD Web Cast Web Cast Attendance Roll Call Use the Chat box. Please type in your name/ title/location

Welcome from Region 2 Director Bill Walsh Region 2 Director Region 2 MD Web CastSlide 6

Member Recruitment and Retention Committee 2010 Tom Habetler Chair Region 2 MD Web CastSlide 7

Experience Div II Director, Technical Activities Board, , Chair, TAB Membership Ad-Hoc, 2008 MELCC Member, TAB NTDC, 2009 TAB-Appointed Rep to MGA, 2010 Society Review Committee, Power Electronics Society –President, ; –Vice-President, ; –AdCom Member-at-Large, ; –Secretary, ; –Chair, Membership and Publicity Committee, ; –Chair, Atlanta Chapter, ; Region 2 MD Web CastSlide 8

Who I am Member of Region 3, Atlanta Section Professor of ECE at Georgia Tech for 21 years in the field of electric machines and power electronics. Very passionate about IEEE. My enthusiasm stems in part, from its demonstrable effects on my career. Slide 9Region 2 MD Web Cast

Goals Clearly, my IEEE-life has been in TAB. MRR may be an MGA cmte, but it is an IEEE- wide function. We need to always think of it that way. But, member recruitment and retention reaches equally across both MGA and TAB. We need TAB and MGA working together to help engage members in finding their IEEE home. My goal is to make section, region, and society MD chairs aligned partners in recruitment. Slide 10Region 2 MD Web Cast

Goals We know that primary reason to join is to stay technically current. We must use the technical pubs and networking of the societies to help the sections attract members. At the same time, society memberships are decreasing. Societies have a pressing interest in bolstering membership. Slide 11Region 2 MD Web Cast

Key Issues for retention Focus on the Member –Members are partners, not customers or clients. –Many of our members are struggling to stay current. Engaging industry members –Bringing conferences and other products to the local level and the desktop Cannot just be a knowledge community, but embrace other types of community. Engage volunteers more immediately Slide 12Region 2 MD Web Cast

GOLD MD Activities Rachel Krepps Region 2 GOLD Chair Region 2 MD Web CastSlide 13

Practical, Leading-Edge Content: IEEE eBook Classics Gordon MacPherson Sr. Manager, eBook Products & Conference Publishing 30 January 2010 Region 2 MD Web CastSlide 14

eBooks are NOT the wave of the future… Slide 15Region 2 MD Web Cast

They’re the wave of NOW Slide 16Region 2 MD Web Cast

What stands out about IEEE eBook Classics? Slide 17Region 2 MD Web Cast

Member Value Propositions The IEEE-Wiley eBooks Library brings added value to IEEE Xplore ® by commingling practical, deep-dive book content with Xplore’s journals, transactions, standards, and conference proceedings content Slide 18Region 2 MD Web Cast

Member Value Propositions (continued) The IEEE Press Editorial Board recommends volunteer peer reviewers who provide feedback to authors while the books are being written Slide 19Region 2 MD Web Cast

Outreach Activity: IEEE Societies Editors of IEEE journals are apprised of IEEE Press interest in book proposals, and provide with Wiley contact for acquisitions Slide 20Region 2 MD Web Cast

Outreach Activity: IEEE Fellows We created a direct, low-key appeal to Fellows, asking for their recommendations for potential book authors and IEEE Press Editorial Board members Contacted Fellows from ComSoc, PES, APS and other key Societies  4,896 messages sent  36% were opened  4% followed a link  16 potential book ideas  30 suggestions for nominees Slide 21Region 2 MD Web Cast

IEEE eBook Classics: Direct Benefits to Members Over 2,000 free eBook chapters from over 220 pre-2007 eBooks, delivered via IEEE Xplore ~ 40 newer titles added each year Purchasing these titles at retail would cost over $25K Accessible via Xplore using your IEEE Web login Slide 22Region 2 MD Web Cast

What do the IEEE eBook Classics look like? Slide 23Region 2 MD Web Cast

IEEE-Wiley eBooks Library – eBook Home Page Cover Scan Bibliographic Information Abstract Sample Chapter TOC Slide 24Region 2 MD Web Cast

Table of Contents View Slide 25Region 2 MD Web Cast

Sample Chapter (PDF) Slide 26Region 2 MD Web Cast

Please feel free to contact me with questions! Gordon MacPherson Slide 27Region 2 MD Web Cast

John Day Director, Membership Development 30 January 2010 IEEE Region 2 Membership Development Disposition & MD Guidance for Growing Higher Grade Membership Region 2 MD Web CastSlide 28

The Concern… Slide 29Region 2 MD Web Cast

MD Disposition Methodology Slide 30Region 2 MD Web Cast

Retention Year-over-Year Recruitment Y X Y Key X-axis = present year retention Y-axis = Year-over-year recruitment Slide 31Region 2 MD Web Cast

Retention Year-over-Year Recruitment Great Job ! Recommended MD Focus 15% on retention 85% on recruitment Recommended MD Focus 75% on retention 25% on recruitment Recommended MD Focus 85% on retention 15% on recruitment Recommended MD Focus 100% on retention Recommended MD Focus Rethink / Develop MD Strategy Key Color shading = Disposition & Guidance Slide 32Region 2 MD Web Cast

Region 2 Higher-Grade by Section Slide 33Region 2 MD Web Cast

Higher-Grade Membership Disposition  Dec 2009 – All Regions Retention (as of 31 Dec) Slide 34

Retention Year-over-Year Recruitment Higher-Grade Membership Disposition  Dec 2009 – Region 2 66%56% Slide 35

MD Guidance Slide 36Region 2 MD Web Cast

Retention Year-over-Year Recruitment Retention * Small N Recommended Course of Action  Jan through Apr 2010 Slide 37

Retention Year-over-Year Recruitment * Small N Recommended Course of Action  May through Dec 2010 Slide 38

Retention Year-over-Year Recruitment st -Year Member Guide MGM Program Recruitment Brochures STEP Program SAMIEE queries for non- renewed members Renewal Outreach Templates 1 st -Year Member Guide STEP Program SAMIEE queries for non- renewed members Renewal Outreach Templates STEP Program Guide 1 st -Year Member Guide MGM Program Recruitment Brochures SAMIEE queries for non-renewed members Renewal Outreach Templates 1 st -Year Member Guide STEP Program MD Strategy & Plan Template MD Tools / Resources by Situation Timing of tactics / tools change with the business calendar Slide 39

thank you ! questions ? Slide 40Region 2 MD Web Cast

Region 2 MD WebcastSlide 41 Region & Section Membership Statistics January 2010 Presented by: Wole Akpose MD Chair

Region 2 membership snapshot : December 2009 Slide 42Region 2 MD Web Cast Regional Snapshot Total this Month ’09 vs. ‘08% Change 2010 New Members (DEC) Total Membership32, %1336  Higher-Grade 28, %379  Students 4, %957 IEEE Worldwide - Total397,001 14,6013.8%25,771

Retention Dashboard / Benchmark Cumulative – Through This Month Professionals Graduate Students Undergraduat e Students Total Region – Total Members 61.7%47.4%30.5%59.4% Region – 1 st -Year Members 22.8%30.1%25.4%24.7% IEEE – Total Members 56.9%45.2%16.5%51.2% IEEE – 1 st Year Members 22.8%30.6%11.9%19.6% Slide 43Region 2 MD Web Cast

Best Section Total Retention 62.3% - Susquehanna 62.1% - Baltimore 61.9% - Lima 60.8% - Delaware Bay 60.2% - Philadelphia 60.0% - Youngstown Slide 44Region 2 MD Web Cast

Top Section Recruitment Year over Year (Cumulative) Numeric GrowthPercentage Growth 28 – Columbus125.0% - Youngstown 23 – Washington 66.6% - Johnstown 20 - Youngstown 52.9% - Dayton Slide 45Region 2 MD Web Cast

Section Name Qualifying Recuitment Gains Qualified Incentive Payout Akron Section Baltimore Section Central Pennsylvania Section Cincinnati Section1 $ 5.0 Cleveland Section Columbus Section Dayton Section Delaware Bay Section5$ 25.0 Erie Section Johnstown Section3 $ 15.0 Lehigh Valley Section Lima Section Northern Virginia Section Philadelphia Section Pittsburgh Section Southern New Jersey Section Susquehanna Section Washington Section West Virginia Section1 $ 5.0 Youngstown Section R2 Qualifying Gains & Payout10 $ 50.0 Slide 46Region 2 MD Web Cast

Section MD Reports ? Slide 47Region 2 MD Web Cast

Other Activities  Monthly Region MD Newsletter  Section breakdown of MD statistics  First year experience  Hand written note to several section MD chairs  Region 2 on Facebook  Search Term IEEE_R2MD  Region 2 Winter Meeting in February  Visit MD Booth in Baltimore on Feb 20.  IEEE-USA Annual Meeting in March  Nashville, Tennessee – March 4/7 Slide 48Region 2 MD Web Cast

Next Webcast Saturday, April 24 10:00 am Slide 49Region 2 MD Web Cast

Thank you ! Slide 50Region 2 MD Web Cast

Region 2 MD Webcast Updates / Wrap-Up / Direction / Best Practices Slide 51

Region 2 MD Web CastSlide 52  January through April – 85% effort - Retention / Arrears Recovery – 15% effort - Recruitment  May through August – 15% effort - Arrears Recovery – 85% effort - Recruitment  September through December – 85% Recruitment – 15% Renewal monitoring All the while … MD Staff support: Retention / arrears recovery campaigns, electronic and print (through August) Recruitment / incomplete applications / reinstatement campaigns (monthly) Recruitment / authors outreach (May timeframe) Wrap Up / Direction – MD Prioritization

Open Floor Q&A Region 2 MD WebcastSlide 53

APPENDIX Slide 54Region 2 MD Web Cast Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance:

Membership Development Portal – Slide 55Region 2 MD Web Cast Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: Membership Reports MD Virtual Community SAMIEEE access Membership Development Manual Member benefits at a glance Recruitment programs and tools MD Kits – online order form Benefit Development Toolkit: Regions 7-10

Online Order Form – Slide 56Region 2 MD Web Cast Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance:

The web page to join the IEEEwww.ieee.org/join The web page for MD volunteerswww.ieee.org/md The web page for IEEE benefits – Your Region web pagewww.ieee.org/?? Your Section web pagewww.ieee.org/?? Your Chapter web pagewww.ieee.org/?? Your Conference web pagewww.ieee.org/?? Your Student Branch web pagewww.ieee.org/?? Online MD Resources Slide 57Region 2 MD Web Cast Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance:

Thank you ! Questions ? Slide 58Region 2 MD Web Cast Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance:

Appendix SAMIEE & Arrears Recovery: Step-by-Step Region 2 MD WebcastSlide 59 Presented by: Aleksandar Szabo Region 8 Membership Development Coordinator/Subcommittee Chair

SAMIEEE Predefined Queries How to select Arrears Region 2 MD Webcast Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: Aleksandar Szabo Region 8 Membership Development Coordinator/Subcommittee Chair Slide 60

The Terminator Action Members who didn’t renew for 2009 till the end of 2008 continued to have all the member benefits during January and February Such members are named “Pre-Arrears” At the end of February, after the Terminator Action, all the Pre-Arrears who didn’t renew are sorted out, their member benefits, rights and privilages are deactivated (they don’t receive the journals anymore) and they are named “Arrears” Starting from the beginning of March all members renewing for 2009 are transfered from the list of Arrears to the list of Active Members and their member benefits, rights and privilages are activated again instantaneously (they receive again the journals) Region 2 MD Webcast Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: Slide 61

Region 2 MD Webcast Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: User access to SAMIEE is limited by organizational unit and to the following IEEE volunteer positions (names must be in the Geographic Roster!) Region Directors, Director Elects, Past Directors, Treasurers, Secretaries Region MD Chairs Section/Council/Subsection Chairs, Vice Chairs, Treasurers and Secretaries Section/Council/Subsection MD Chairs Chapter and Joint Chapter Chairs Student Branch Chairs and Counselors Society Presidents, President Elects, Past Presidents, Vice Presidents, Treasurers, Secretaries, Executive Directors, Administrators, Chapter Coordinators Society Membership Chairs Slide 62

SELECTING THE ARREARS USING SAMIEEE Use SAMIEEE to get the list of Arrears (members who didn’t renew for 2009) in your Organizational Unit  Go to SAMIEEE  Click Access SAMIEEE  Insert you User ID and Password and Login  Click SAMIeee in Shared Folders  Click Geographic Predefined Query and you will get the list of Predefined Queries  From the list of Predefined Queries select (green arrow on the slide showing Predefined Queries) (GEO) Arrears: Member Contact Info By Section-By Grade  Download the list to Excel and sort the data as you like... Region 2 MD Web Cast Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: Slide 63

Slide 64 Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance:

Region 2 MD Web Cast Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: Slide 65

Region 2 MD Web Cast Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: Slide 66

Region 2 MD Web Cast Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: Slide 67

Region 2 MD Web Cast Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: Slide 68

Download to Excel and sort the data as you like... Region 2 MD Web Cast Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: Slide 69