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

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

3. Sponsorship - Revenues

4. 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

5. 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

6. 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

7. 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)

8. 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

9. 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

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

11. 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

12. 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

13. 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

14. Event Distribution

15. 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

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

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

18. 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

19. 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

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