1. Get a copy of this presentation
National
Membership Workshop
2017
Joe Gallagher
Get a copy of this presentation @

2. Discussion Items Current Year Membership – Let’s take a look @ 2017
Month-by-Month Membership Metrics
We’re at the 100% Target
Typical performance?
Who was left?
Where are they?
Department Level Membership Statistics-myLegion
Previously Known as Charts/Graphs CD
Available on Department Level myLegion
How do We Kick-it-Up a notch!

3. Hit the 55% October Target
Majority
Departments
Hit the 55% October Target
80% Departments
Hit the January Target
Apx 2 to 5
Departments
Hit the 100% May Target
Apx 2-to-5
HOW DO WE FILL THE GAP?
Excludes New DMS & Encumbered DMS Renewals

4. What National Campaigns are Queued for 2018?
AS OF 7/2017 **
% Goal
2015 and 2016
We Finished @
95%
New Traditional
2018 Membership
Traditional Goal = ??
RENEWAL
****
Direct Mail
Jan, Mar, May
2/Month

5. 2018 Direct Renewal Schedule
Renewal Drop
Direct Mail #1
3-Jul-17 #2
2-Oct-17 #3
20-Nov-17 #4
8-Jan-18 #5
26-Feb-18 #6
27-Apr-18
* Same Schedule as 2017*

6. Who was Left? Lowest hanging fruit? MOST DIFFICULT GROUP TO RENEW
2015 & 2016 : Over 500,000 *
MOST DIFFICULT GROUP TO RENEW
*Excludes Encumbered HQ/DMS

7. WHERE ARE THEY?

8. Example

9. Sample Department Statistics

10. What Can We Do to Kick it up a Notch?
myLegion
What Can We Do to Kick it up a Notch?
National Commander Schmidt’s 2017 Membership Push
National Commander Charles E. Schmidt is encouraging local posts to make personal contact with their members as we finalize the last months of the membership year.
February 2017

11. Timing is Everything 2018 direct mail/email Renewal Notices
Coordinate your efforts in conjunction with the Renewal Schedule.
Your National Headquarters will be sending direct-mail renewal notices January, March and May. To maximize the number of members renewing, it’s important that personal contact comes at or about the same time your members receive their renewal reminders in the mail.

12. Personal Contact is the KEY to Lifting Renewal Rates
Personal contact is the key to lifting your renewal rate. As we get into the final months of the 2017 membership drive, it is important that we understand “timing is everything”.
At the time your members are receiving their renewal notices it is important to also have personal contact.

13. Be Prepared What’s in it for me? Why should I belong?
Be prepared. Often times we here the familiar response “What’s in it for me?” or “Why should I belong?”. If you are asked that question , make sure you know what you do in your local community.

14. Tell them what you Post is doing.
Help homeless veterans.
Flag education in local schools.
Tell them about the programs your post supports and help that that you provide to the members, and the veterans of the local community. It’s what you do in the local community that means the most to your members.

15. Use myLegion tools to contact un-renewed members.
Using myLegion.org, post adjutant’s have access to identify members not yet renewed for myLegion provides a pre-written personalized renewal letter, mailing labels and roster to assist posts in their efforts to contact these members.

16. myLegion Report Server
Reports/Labels
Print mailing labels and reports from the new Report Server.
Within myLegion.org these tools are found in the Report Server area.

17. myLegion
Produces results for all members of the post that have not renewed for the 2017 membership year.
This folder provides a expired roster for the post, a pre-written personalized renewal letter, and labels.

18. Spreadsheet Data Available thru myLegion
Important
- Snail mail address
- Address
- Telephone number
- Continuous Years
- War Era
- Branch of Service
Most popular contact methods -
- **Telephone**

19. Department - myLegion

20. Sample Letter that can be Generated by Post Officers
Personalization in Red/Bold underline

21. Creating Reports Letters – HQ Transfer Invitations
myLegion
Creating Reports Letters – HQ Transfer Invitations
Use this pre-written letter to assist with contacting members to transfer into your post.
Select zip code(s) – all state zip codes available
Target Transfer Post – designated post to transfer into
Target Post Information – editable information for letter
Other Legion Family at Target Post – select what other American Legion family your post sponsors.
Results for current members only.
Export to PDF or Word document
Select the search area criteria and use custom fields to add personalization to your letter. This report pulls current members belonging to the state headquarters post.
Search for members: Select the zip code(s) to search for members in the headquarters post.
Target Transfer Post : Post contacting the member to transfer
Personalize letter:
Post Address – Displays top of page
Post Rep – Signature block on letter
Title – Displays above signature block
Other Legion Family: Add to letter other Legion Family affiliated with your post.
No labels needed! The letter will include the mailing name and address at the bottom of the letter so it folds to fit inside standard #10 window envelopes.
Export letter to a PDF file and print using the Export icon.

22. myLegion
The letter will include information selected. **Notice the 3rd paragraph. This paragraph includes the organizations your post supports. If None is selected, the first sentence of this paragraph will be excluded.

23. myLegion
Bottom of letter includes personal member information. If not on file, a line will appear for officer to enter.
The bottom of the letter includes a signature block requesting transfer into the target post. NOTE: This letter does not replace the Data Change Form currently used to transfer members. Continue to complete the form, write “per member’s request” on the form and attach a copy of the letter. Transfers continue to go through the state headquarters.
The letter also includes information currently on file at National Headquarters. This allows the member to correct any information needed. It also includes

24. Address to use standard window #10 envelope.
myLegion
Each letter has an address block at the bottom of the page. This allows you to use standard #10 window envelopes. No need to print labels.
Address to use standard window #10 envelope.

25. What Can We Do to Kick it up a Notch?
- Push the Commander’s Incentive Program for New Member Starts
- Renewals – Lowest hanging fruit…largest population
- Focus discussion on personal contact
- Point to specific tools in myLegion
- For Department Leadership
- For District/County Officers
- For Post Officers

26. Use The myLegion Presentation in your Department
The PowerPoint presentation is designed to assist instructors to train officers on all myLegion tools, particularly at the post/county/district level. Notes are available on each slide with frequently asked questions in red to assist.
In the notes area the *** indicates an animation by clicking the mouse. Transition from each slide is also made by the click of the mouse.
There is no copyright to this presentation. Please feel free to share/edit/print as needed.
Please contact Libby Vickers with any questions about this presentation or
This PowerPoint presentation is designed to assist instructors to train officers all the tools of myLegion particularly at the post level. Notes are available on each slide with frequently asked questions to assist.
In the notes area the *** indicates an animation by clicking the mouse. Transition from each slide is also made by the click of the mouse.
There is no copyright to this presentation. Please feel free to share/edit/print as needed.
We have also included is a section for Troubleshooting tips and Related Topics.
Please contact Libby Vickers with any questions about this presentation or

27. myLegion.org Download a copy of this Presentation @
TRAINING PPT FOR YOUR DEPARTMENT