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Overview of 2010 Annual Report and Benchmark Survey Results Prepared by Glenn Lortie Market Research Manager for August 18, 2011 call
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About the Annual Reports and Benchmark Surveys Annual Report is to be completed every year by State Council and Local Chapter leaders Benchmark Survey is a biennial (every two year) study – Designed to provide state leaders with information so they can measure their organization against their peers – First undertaken in 2005 Summaries of results are now posted in the State and Chapter Online Resource Center
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Two separate reports … Many items Annual Report ItemsSlides Bylaws, Budgets, Plans, Policies Use of CPA / Accounting firms Financial Document Preparation State Council Accounts Authorized Signatories.......................................... 4 – 13 Board of Director and General Membership Meetings................. 14 – 16 State Council Activities and Annual Educational Symposiums.......... 17 – 19 Mentoring and Orientation Programs.............................. 20 – 21 Member Communication........................................ 22 – 27 State Council Officer Elections................................... 28 – 29
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Benchmark Survey ItemsSlides State Council Composition - (2-tier / 3-tier structure) Utilization of SIGs... 4 – 6 Committees / Work Groups..................................... 7 – 10 Government Affairs and Legislative / Advocacy Activities............... 11 – 16 Education and Education-related Activities.......................... 17 – 27 Member Recruitment and Retention............................... 28 – 31 Member Meetings............................................. 32 – 38 Officers and Terms of Office; Board of Directors; Code of Ethics; Whistleblower Protection; Casting Votes – State Elections............. 39 – 45 General Assembly – Delegate selection; Delegate requirements; Delegate expenses; Reimbursement...................................... 46 – 51 Corporate Support............................................. 52 – 57 Exhibiting at Other Conferences.................................. 58 – 61 Other items – Financial Support (for members to conduct research) and Web sites................................................... 62 – 64
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Some Examples – Member Recruitment and Retention General Assembly Delegate Selection Expense Reimbursement
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Does your organization have a Membership Committee? From survey, we learn 3-in-4 do Q.: Which of the following committees do you have? (CHECK ALL THAT APPLY) 2010200820062005 Government Relations 42 (84 %)80 %79 % Education 39 (78 %)83 %86 %72 % Injury Prevention 39 (78 %)72 %88 %93 % Membership 38 (76 %)67 %76 %72 % General Assembly / Delegation 25 (50 %)33 %48 %46 % Trauma 25 (50 %)57 %79 % Pediatrics 24 (48 %)52 %74 %75 % Nominations / Elections 19 (38 %)39 %40 %46 % Awards 17 (34 %)26 %33 %32 % Nursing Practice 14 (28 %)30 %40 %29 % Trauma and Pediatrics (combined) 13 (26 %)35 %36 %25 % Finance 12 (24 %)17 %24 %11 % Fundraising 12 (24 %)NA Research 4 (8 %)7 %10 %7 % Governance 2 (4 %)0 %12 %15 % (Other, please specify) 17 (34 %)35 %NA
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How active is your organization in member recruitment? Nearly half of leaders describe their organization as being “very active” in member recruitment (up from 22% - 2008) Q.: How active is your organization in each of the following...? Very activeSomewhat active Not too active Not at all active Member education58 %32 %10 %0 % (2009 / 2008 percentages →)58 % / 43 %34 % / 45 %8 % / 13 %0 % / 0 % Member communication54 %46 %0 % 40 % / 40 %56 % / 51 %4 % / 9 %0 % / 0 % Member recruitment47 %35 %18 %0 % 30 % / 22 %54 % / 54 %16 % / 24 %0 % / 0 % Legislative issues36 %42 %18 %4 % 30 % / 17 %36 % / 51 %32 % / 26 %2 % / 6 % Nursing practice issues24 %50 %26 %0 % 18 % / 15 %46 % / 40 %34 % / 40 %2 % / 4 % Injury prevention16 %52 %24 %8 % 28 % / 21 %48 % / 40 %16 % / 32 %8 % / 6 % Research0 %14 %42 %44 % 8 % / 4 %8 % / 9 %40 % / 30 %44 % / 57 % 2009 / 2008 percentages are italicized 2006: NA 2005: NA
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Increased focus has paid off … Compared to 2008, State Councils seem to be more connected with goal of member recruitment All-time high membership (39,391) reached at end of May 2011 – 13% increase over May 2008 (34,850 members)
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Does your organization have an orientation program for new members? Relatively few (less than 1-in-3) have one – Is this an opportunity? Q.: Does your organization have... 201020092008 2006 & 2005 a mentoring program for existing members? (% YES) 22 %28 %19 %NA a mentoring program for officers? (% YES) 62 %58 %64 %NA an orientation program for new members? (% YES) 29 %14 %15 %NA an orientation / transition program for officers? (% YES) 66 %64 %60 %NA
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10 Does your organization utilize a point system to select General Assembly delegates? Most do – 84% Previous Data 200820062005 79% 83% 28%33%41% 11%40%31% 6%24%26% 4%7%10% 4%5%0% 13%14%7%
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11 How does your organization reimburse for expenses? Two-in-three reimburse with receipts (trending down) Previous Data 200820062005 74%90%97% Among the 15 that provided an answer, the most frequent per diem was $75 → (There was no officer vs. non-officer difference)
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A copy of the questionnaire together with the summaries of results have now been posted. If you have any questions, please contact: Kari Zick (Component Relations) or Glenn Lortie (Marketing)
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