1. Member Experience Workshop

2. Explaining Member Experience & Formation
Workshop Outline
Explaining Member Experience & Formation
Council Experience & Retention
Positive Member Experience takes care of Retention
Best Practices in Member Retention
Formation

3. Supreme Knight’s Charge to Lead
Protect our Church & Protect our Family
As State and District Deputies, lead growth in…
Membership
Charitable Outreach
Volunteer Hours
Insurance – Providing for the financial protection of our families

4. YEAR IN REVIEW & TABLE DISCUSSION
Identify… Three jurisdiction/council victories Three common challenges councils face Top three areas of needed support from Supreme Top three goals for members this next Fraternal Year Top three goals for councils this next Fraternal Year

5. Module 1: Star Council as our Roadmap
McGivney Award
7% net growth
Founders Award
2.5% net growth
Columbian Award
16 programs
4 required
Reporting
Fraternal Survey (1728) & Form 365
Good Standing
Active & Compliant
All requirement details available at
NOTE: All membership and insurance transactions must be received, processed, recorded and released at the Supreme Council office by June 30.

6. Module 1: Star Council as our Roadmap
In order to better serve our (members) and (parishes) and fulfill our mission as Knights, we need to have a (well-rounded) approach to the fraternal year set by the (5 key areas) of Star Council and their respective goals. The fruits of a council structuring their calendar and goals off of these five areas will be an increase in Member Retention & Council Retention Historically, councils that stopped Reporting and fell out of Good Standing, first stopped succeeding in (membership growth), (council activity), and (promoting our of fraternal benefits). ACTIVITY: Identify the areas of Star Council that proved to be the most challenging for you as a GK and, on average, for your jurisdiction. Share at your table

7. Module 2 – Council Retention
Successful council retention requires:
Promoting best practices
Identifying and supporting struggling councils
Consistent accountability
ACTIVITY: Best Practices Discussion
What does your jurisdiction do well at the state and district level to support and engage struggling councils? What works? What doesn’t work? What coaching do District Deputies need?

8. Module 2 – Council Retention
Best Practices:
Proactive approach – recognize and address red flags
Promote Star Council as roadmap for council activity
Accurate quarterly reporting with action items
Identifying potential issues:
New Council in their first few years
Stop reporting – Columbian and Fraternal Survey
Recruitment is down or at a standstill
On the 2nd year without recruiting 5. 6. 7.

9. Module 2 – Council Retention
Providing consistent accountability:
State Deputy:
Promote Star Council as roadmap for success
Request quarterly reporting from Council Retention Chairmen and DDs
State Council Retention Chairman:
Promote Star Council as roadmap to DD’s
Collect and collaborate on DD retention report in advance of SD Report
District Deputy:
Promote Star Council as roadmap to GK’s
Set monthly touch point with GK on reporting
In meeting – identify issues and coaching points

10. Module 2 – Council Retention
** Questions for your DDs **
Which of your councils do you project to make Star Council this year?
Which of your councils will not make Star Council? In what area will they struggle?
Who is at risk for suspension?
What is your action plan to assist them in this area of concern?
What do we need to do to your suspended councils active again?

11. Module 3: Member Retention
Learning objective: Develop plan for membership retention utilizing the McGivney award as a roadmap for success.
ACTIVITY: Table Conversation - Why did you become a Knight?
Who brought you into the Knights?
What compelled you to stay active?
What was your first memorable experience as a Knight?

12. Module 3: Member Retention
Successful Membership Retention Requires:
Promoting Best Practices, State Council Support and Consistent Accountability in these four areas:
Recruitment
Onboarding – “orientation”
Member Retention
Formation

13. Member Retention (Continued)
Onboarding: Best Practices
Shining Armor: Guide to new member activity
Be involved in at least three council service programs
Attend at least three council meetings
Receive their Second and Third degrees
Meet with their council’s insurance representative
Recruit at least one new member

14. Member Retention (Continued)
State Council Support and Accountability for Member Onboarding:
State Deputy:
Welcome new members – however you choose to do it
District Deputies:
Promote the Shining Armor Award
Encourage GKs to engage new Knights
Provide monthly updates for Membership Retention Chairman

15. Member Retention (Continued)
** Questions for your DDs ** What are your councils currently doing to welcome new members? Are they utilizing the Shining Armor Award? How are you coaching the Grand Knights? Have you discussed and documented best practices? And shared them?

16. Proactive approach through:
Communication:
Asking the member what they are looking for
Sharing what the council expects out of them – Shining Armor Award
 Engagement: Do we know our members?
Shared worship – Mass, Prayer, Retreats
Meetings – vision for why
Events/Programs – Faith in Action
Everyday Interactions
Proper Billing Procedures:
Do we share “why” and what we do with it
Proactively remind before a deadline is missed
Fraternal Benefits:
Are we able to articulate our fraternal benefits and how great they are?

17. Council Retention Committee Proactive & Reactive Meets: monthly Made up of: Officers, Trustees, Chairmen and/or 1 member for every 10 Knights Discusses: Member review, Delinquent members & who’s following up with each member

18. State Council Support and Accountability for Member Retention:
State Deputy :
Set vision and plan for member experience & retention
Promote state council support plan – See handout
Hold Retention Chairmen accountable for weekly Conservation Report
Member Retention Chairman
Oversee jurisdiction’s member retention plan
Collect feedback and Best practices for retention and share with DDs
Track weekly Conservation Report – Distribute to DDs and SD
Help DDs and GKs remain proactive
District Deputies
Promote retention committees and proper billing procedures
Encourage GKs to proactively engage new Knights
Hold GKs accountable to providing for Conservation Report

19. Council Retention Chairman
Who is on your Experience team? Pull your team together and ask that they meet and update the state team regularly. What support do they need? What are clear action items for the state council to improve council and member experience in your jurisdiction?
Council Retention Chairman
Membership Retention Chairman
Council Reactivation Chairman
State Chaplain
State Officer

20. WHY are we Knights of Columbus?
Successful and Healthy Jurisdictions have One very important thing in common…
They begin everything they do… at every level … by stressing WHY?
June 2017

26. The Vision of a State Deputy

27. Take Aways…