1. Fresh Start
Presenters: Kelley Peterson and Pat Frew

2. Who wants to be a Member-naire?
Take the Prize or Walk Away
Unlimited Lifeline – Board in a Box
Ask the Expert – Great AMA Leader Truths
50:50 - A ‘By the Numbers’ Game
Double Dip – Tools & Templates
Top Prize Winner - Hit the Jackpot!

3. Take the Prize or Walk Away
What challenges are you facing in your chapter?

4. Unlimited Lifeline - Board in a Box
Board in a Box is…
Philosophies from the study of success
Tools, templates and goals
A play book for building & running an AMA chapter

5. Unlimited Lifeline - Board in a Box
Board in a Box can help your chapter succeed
Diagnose
Help you to better understand your chapter and its performance
Prescriptive
Help you understand the priorities to move toward sustainability and strength

6. Unlimited Lifeline - Board in a Box
Board in a Box Truths
Board in a Box Tools
Board in a Box Numbers

7. Ask the Expert – AMA Truths
The players change but some interesting and common principles remain that every strong, sustainable chapter exhibits.

8. Ask the Expert –AMA Truths
Great AMA Leaders…
…do not reinvent the wheel
…plan, track and measure
…communicate thoroughly, consistently & systematically
…develop chapters for long-term strength & sustainability
…help their teams grow personally & professionally
…own the responsibility for volunteer recruitment
…make it fun and rewarding to be on the board
…build deep and broad organizations
…actively pursue sponsorships
…have a strong, unified vision for their chapter
…make a CEA entry a priority & recognize its value
…treat the chapter like a business

9. Ask the Expert – AMA Truths
Great AMA Membership Leaders…
…are recruited carefully
…know that membership requires total board engagement
…make a strong connection with programming
…focus on recruitment and retention
…use targeted, integrated marketing communications
…know membership is a personal sell
…keep local membership relevant

10. Ask the Expert – AMA Truths
Great AMA Programming Leaders…
…are recruited carefully
…develop early processes and controls
…make a strong connection with membership
…deliver relevant and powerful programs
…are stellar event managers
…integrate communications
…are never satisfied

11. 50:50 - A ‘By the Numbers’ Game
Leadership by the numbers:
3+ listserve or LinkedIn group uses
12-15 board members
40 active volunteers
12 board meetings (agendas)
85% board attendance
50% yearly operating budget reserves

12. 50:50 - A ‘By the Numbers’ Game
Membership by the numbers:
6 active volunteers on membership team
65% or better retention rate
10% or better membership growth
40% price differential (members vs. non-members)

13. 50:50 - A ‘By the Numbers’ Game
Programming by the numbers:
6 active volunteers on programming team
20% of total membership at monthly events
40% price differential (members vs. non-members)
1 programmed event per month
6 weeks notice for program promotion
12 weeks for conference promotion

14. Double Dip – Tools & Templates
Strategic
Strat Plan
Budget
Agenda
Nominating Template
Voting Survey
Tactical
Board Contact List
Transition Form
Volunteer Signup
Sponsorship Request
To Do List
Recognize
Employee Letter
Thank You Letter
Monthly Board Member Award
Volunteer Recognition Event
Leadership Tools

15. Double Dip – Tools & Templates
Tactical
Job Description
Application
Signup
Membership Drive
Orientation
Top 10 PowerPoint
Recognize
Employer Letter
Thank You Letter
Value
Affinity Benefits
Celebrate Members
Member Letters
Pricing Differential
Volunteer Opportunities
Membership Tools

16. Double Dip – Tools & Templates
Strategic
Programming Plan
Promotional Plan
Event Survey
Speaker Request Form
Tactical
Speaker AV Needs
Speaker Confirmation Letter
Event RSVP Form
Online Registration
Job Descriptions
Event Checklist
Recognize
Speaker Thank You Letter
Employer Thank You Letter
Value
Price Differential
Volunteer Opportunities
Programming Tools

17. Top Prize Winner – Jackpot!
Play to Win by…
Identifying weak truths and by the numbers
Finding resources at marketingpower.com/cr
Using LinkedIn groups and Chapter Leader Listserve
Sharing Fresh Start insights with board
Seeking experts (IH, PCC and your Past Presidents)
Planning to attend a Mid-year Retreat and LS2011

18. Contestant #1 to the Hot Seat
Name Chapter Board Position Challenge

19. Contestant #2 to the Hot Seat
Name
Chapter
Board Position
Challenge

20. Contestant #3 to the Hot Seat
Name
Chapter
Board Position
Challenge

21. Is that your Final Answer?
Thanks for playing!
Pat Frew
Kelley Peterson on e.l.f.