1. Seattle SIM Overview Paul Farrall Beth Galliher-Ponce April, 2017
President
Seattle SIM
Beth Galliher-Ponce
VP of Community Outreach
Seattle SIM

2. Seattle SIM Board How is your Board configured?
What are the roles on your Board?
Are you considering changing any roles in 2017?
What type of Board member do you look for? What are key traits?
Convention: Blue Font are questions Steve Hufford asked chapter leaders to address

3. Seattle SIM Board How is your Board configured?
What are the roles on your Board?
Three Elected Positions
President
Treasurer
Past-president
Board roles appointed by President
Membership*
Administration*
Secretary*
Programs*
Sponsorship
Community Outreach
Golf
Ad-hoc
3 elected positions – President, Treasurer, Past-president
President appoints remaining board members. Approved by majority board vote
4 named roles in by-laws (Membership, Administration, Secretary, Programs).
President can appoint up to 4 additional roles as needed (typically, Sponsorship, Community Outreach, Golf, and one more as needed)
Each board member appointed by President is expected to form a committee of additional members.
Committee members are invited to participate in board meetings but do not vote on board issues.
*Board roles named in Bylaws. President can appoint up to four additional board members as needed

4. Seattle SIM Board
Are you considering changing any roles in 2017? Community Outreach - new for 2016 What type of Board member do you look for? What are key traits? Reliable (Demonstrated through committee work) Able to commit the time Desire to improve SIM Seattle Easy to work with
Community outreach is new board role for Not planning any changes to board structure for 2017, although some people will fill different roles.
Not in bylaws but by convention:
Should serve on a committee before taking on named board role
Must demonstrate performance on one or more core board roles before taking on community outreach board role
Must serve one ore more board roles before being nominated for president

5. Seattle SIM Programs Meetings Speakers & programs Secret sauce
What is your meeting schedule?
How far in advance do you notify of meetings?
How often do you track registrations?
Speakers & programs
What was your best speaker in 2015?
How do you develop your annual program?
Who is responsible for developing your program?
Do you look for someone in particular for the Board role that is responsible for programs?
Secret sauce
What is your secret sauce?
Meeting venue

6. Seattle SIM Programs Schedule and Format
Eight Monthly Chapter meetings
Seattle SIM Technology Leadership Summit
Summer Cruise (July/August)
Golf Tournament (August)
Christmas Party (December)
Nine Board Meetings

7. Seattle SIM Programs Schedule and Format
Eight Monthly Chapter meetings
2017: Jan-Feb, April-June, Sept-Nov
Regular venue: Seattle Yacht Club
5:30-7:00pm Cocktails/Networking. 7:00-8:00pm Dinner/Speaker
30-60 attendees.
Nominal fee for members.
Non-members and non-sponsoring sales attendees allowed (board is discussing changes to this policy)
Seattle SIM Technology Leadership Summit
Summer Cruise (July/August)
Golf Tournament (August)
Christmas Party (December)
Nine Board Meetings

8. Seattle SIM Programs Schedule and Format
Eight Monthly Chapter meetings
Seattle SIM Technology Leadership Summit
March 19, 2017 at Washington Convention Center in downtown Seattle
Attendees
Free (with promo code) to all qualified attendees
No non-sponsoring sales attendees allowed
Summer Cruise (July/August)
Golf Tournament (August)
Christmas Party (December)
Nine Board Meetings

9. Seattle SIM Programs Schedule and Format
Eight Monthly Chapter meetings
Seattle SIM Technology Leadership Summit
Summer Cruise (July/August)
All day event.
Coincides with Seafair weekend. Hydroplane races, Blue Angels, etc.
Free for Seattle SIM members and guests
Golf Tournament (August)
Christmas Party (December)
Nine Board Meetings

10. Seattle SIM Programs Schedule and Format
Eight Monthly Chapter meetings
Seattle SIM Technology Leadership Summit
Summer Cruise (July/August)
Golf Tournament (August)
players
Registration fee for all players
Open to non-members
Christmas Party (December)
Nine Board Meetings

11. Seattle SIM Programs Schedule and Format
Eight Monthly Chapter meetings
Seattle SIM Technology Leadership Summit
Summer Cruise (July/August)
Golf Tournament (August)
Christmas Party (December)
Venue: Seattle Yacht Club
Seattle SIM Members (plus one) only
Cocktails/Heavy Appetizers
No formal program, just socializing
Nine Board Meetings

12. Seattle SIM Programs Schedule and Format
Eight Monthly Chapter meetings
Seattle SIM Technology Leadership Summit
Summer Cruise (July/August)
Golf Tournament (August)
Christmas Party (December)
Nine Board Meetings
All board members plus committee members
Annual planning offsite
No board meetings July, August, December

13. Seattle SIM Programs Meetings Speakers & programs Secret sauce
What is your meeting schedule?
How far in advance do you notify of meetings?
How often do you track registrations?
Speakers & programs
What was your best speaker in ?
How do you develop your annual program?
Who is responsible for developing your program?
Do you look for someone in particular for the Board role that is responsible for programs?
Secret sauce
What is your secret sauce?
Meeting venue
Recap
Meeting Schedule – We just covered
Advance Notice - Events are posted on Seattle SIM website as soon as speaker is finalized. Registration opens immediately following previous chapter meeting. Start sending blasts around 3 weeks out.
We start tracking registrations around 1-2 weeks out. Have a big problem with everyone registering last minute. Causes catering problems. And programs committee to pull their hair out. Starting next month we are going to try an experiment to raise registration fees by ?? (one week out?)
Best speaker – Let Beth field this
How are programs developed. Programs committee – Let Beth field this
Who do you look for in programs board role – Paul: Answer for board member. Beth: Answer for programs committee and her successor in board role

14. Seattle SIM Programs Secret sauce Seattle Yacht Club
What is your secret sauce?
Meeting venue
Seattle Yacht Club
Secret sauce – Meeting venue. SYC is one of our secret sauce items.
Describe SYC. Tell “Airport Hotel” story
Previous Venues
Hotels – Expensive
Restaurants – Noisy, Expensive, Inflexible

15. Seattle SIM Membership
Membership & retention
When do you start planning for renewal period?
What is your renewal rate, and what did you do to get there?
What is the key thing to remember about renewals?
How do you find new members?
What are your membership criteria?
Is anything changing due to changing markets or the changing nature of IT?
Secret sauce
What is your secret sauce?
Membership Chair

16. Seattle SIM Membership
Membership & retention
When do you start planning for renewal period? September
What is your renewal rate, and what did you do to get there? 80%
What is the key thing to remember about renewals?
Make it easy
Make it personal
Try different approaches
Track metrics
Membership & retention  
·       When do you start planning for renewal period?  Sept of each year
·       What is your renewal rate, and what did you do to get there?  We are averaging 80% renewal, effort is focused but this year trying phone tree.
·       What is the key thing to remember about renewals?  Make it quick and easy to renew, try different types of , gather metrics.
·      

17. Seattle SIM Membership
Membership & retention
How do you find new members?
Annual conference. This year prospect list is 200+
Member referrals
Sponsor/Vendor referrals
What are your membership criteria?
“Leadership role in IT/Technology”
Is anything changing due to changing markets or the changing nature of IT?
Seattle is very Tech Company centric (relative to other cities)
Strong presence of Tech giants: Microsoft/Amazon/Google/Facebook/etc
Large number of Cloud startups and mid-size Tech companies
Seattle SIM needs to recruit Tech executives to stay relevant.
How do you find new members?  Mainly we invite non-members who came to the Summit to attend SIM meeting at no charge, this year the prospect list is over 200.  Try before you buy.
Membership Criteria - Leadership role in Technology
Restrict Sales : Practitioner role to 25% sales : 75% practitioner. Currently very long waiting list for Sales
Sometimes gets confusing who is in sales.
My example – Technologist responsible for delivery of Cloud infrastructure, but I work for a company that sells cloud services to people like me.
Other examples – Startup CEO.

18. Seattle SIM Membership
Secret sauce
What is your secret sauce?
Membership Chair
Current Membership board member is a sales professional
Great success at hunting new members!
Membership committee has CIOs/VPs of IT/Directors of IT/etc
Assist during meetings with prospective members
Help with reporting, strategy, retention

19. Seattle SIM Sponsorship
What is your ratio of sponsorship revenue to dues revenue?
How do you attract sponsors? Do sponsors come to you, or do you go to them?
What guidelines do you provide to prospective sponsors?
Do sponsors fund Chapter operations, philanthropy, or both?
Sponsorship to dues revenue:
Two big revenue generating events each year are conference and golf tournament
Last year conference generated ~$40K for Seattle SIM. This year about $30K expected.
Golf tournament has been variable. But most years has brought in ~$20K revenue for chapter.
Attract Sponsors in a number of ways. Often they come to us. We ask members to refer their favorite vendors.
Each chapter meeting has a dinner sponsor and a bar sponsor. $1,900 for dinner sponsor. $800 for bar sponsor. Currently rethinking this approach
Revenue is used for chapter operating expenses and community outreach.

20. Seattle SIM Sponsorship
What is your ratio of sponsorship revenue to dues revenue?
2016 Seattle SIM Revenue
Membership Dues
$14,920
16.43%
Event Registrations
$11,698
12.88%
Event Sponsors
$24,250
26.70%
Golf Registrations $0
0.00%
(Golf cancelled for 2016)
Golf Sponsorship
Annual Conference Sponsorship
(Net to chapter)
$39,948
43.99%
Total
$90,816
Two big revenue generating events each year are conference and golf tournament
Last year conference generated ~$40K for Seattle SIM. This year about $30K expected.
Golf tournament has been variable. But most years has brought in net ~$20K revenue for chapter. Golf tournament was cancelled in 2016 due to Golf chair illness.

21. Seattle SIM Sponsorship
How do you attract sponsors? Do sponsors come to you, or do you go to them?
What guidelines do you provide to prospective sponsors?
Do sponsors fund Chapter operations, philanthropy, or both?
Sponsors come from a variety of sources
Successful sponsors are ones engaged for long-term
Sponsors given strict “no-solicit” policy.
Funds chapter operations and community outreach
Sponsorship to dues revenue:
Two big revenue generating events each year are conference and golf tournament
Last year conference generated ~$40K for Seattle SIM. This year about $30K expected.
Golf tournament has been variable. But most years has brought in ~$20K revenue for chapter.
Attract Sponsors in a number of ways. Often they come to us. We ask members to refer their favorite vendors.
Each chapter meeting has a dinner sponsor and a bar sponsor. $1,900 for dinner sponsor. $800 for bar sponsor. Currently rethinking this approach
Revenue is used for chapter operating expenses and community outreach.

22. Seattle SIM Uniqueness Alternatives to Seattle SIM
What makes your Chapter different from other organizations in your community?
Alternatives to Seattle SIM
Technical “Meetups”. Not always relevant/useful for senior IT/Tech executives
Vendor run events. It’s a trap! Hounded by Sales people. Difficult to make meaningful connections
For-profit CIO networking group. Feels mercenary. Giving Back not part of group DNA
Seattle SIM difference - Designed to meet needs of senior IT/Tech executives
Focus on technical, organizational, career, leadership topics relevant to senior IT/Tech executives
High quality networking with IT/Tech executive peers
“Safe Space” from vendors. No sales solicitation
Focus on Giving Back to community
Three Core Pillars for Seattle SIM
High-quality professional networking
Education/Leadership Development
Community Outreach
Seattle SIM is the only org in town that satisfies needs of IT executives.
Many meetings for technical topics. Too low level for IT execs
Many sales run events. Will get trapped and hounded by sales folks
No meetings run for Technology executives that are not Vendor driven. --
Seattle SIM is a safe space. Can have candid conversations with peers. Protected from Sales bombardment
Result is high quality professional networking. Good education for Seattle SIM members and their staff
Added community outreach focus last year. Members have limited free time. Want to combine professional activities with give back to community.

23. Seattle SIM Community Outreach
TBD --
Seattle SIM is a safe space. Can have candid conversations with peers. Protected from Sales bombardment
Result is high quality professional networking. Good education for Seattle SIM members and their staff
Added community outreach focus last year. Members have limited free time. Want to combine professional activities with give back to community.

24. Seattle SIM Overview
April, 2017
Q&A