1. Membership Programs and Resources in MGA Presenters: Cathy Downer Denise Maestri Rashonda Windham For Staff and Volunteers - Friday, 5 November 2010

2. Today’s Agenda Introduction of Presenters and Attendees MD Resources and Tools – Cathy Downer Conference Member Recruitment Program – Rashonda Windham Senior Member Program – Denise Maestri Slide 2

3. IEEE Membership Development Resources & Tools Cathy Downer IEEE Membership Development Manager IEEE Member and Geographic Activities c.downer@ieee.org Slide 3

4. Today’s Presentation Resources & Tools Team Engagement & Collaboration Member Data & Analysis Slide 4

5. Resources & Tools MD-Alert-All list MD Web site MD Monthly Reports MD Manual Online order form Presentations to customize MGM Slide 5

6. MD Alert Alias MD Webcasts Membership Development Reports Miscellaneous MD announcements “MD-Alert-All” Send and e-mail message to listserv@listserv.ieee.org with a blank subject line listserv@listserv.ieee.org In the body of the message, type in: Subscribe MD-ALERT-ALL Slide 6

7. Membership Development Web Portal www.ieee.org/md Slide 7 Links to: Updated MD Manual (PDF) MD Webcast Archive Guide (2010 and 2009) New MD Online Community New MD Kit Online Form Monthly MD Progress Reports Regional & Section Membership Statistics Links to: One Page Membership Flyer (PDF) PowerPoint Presentations Module for e-Membership Member-Get-A-Member And More!

8. Membership Development Reports Global MD Report o Statistical ‘pulse’ o Membership Trends o MD Calendar guidance o MD-related announcements, activities o Articles by volunteers - topic driven Regional MD Reports o In-depth view of MD activities within Region with Section data o Customizable for Region MD Chair Society MD Reports o Template developed / available Slide 8

9. Membership Development Manual ( linked from MD Portal ) Resource for MD officers Quick Introduction MD Volunteer Mobilization Platform Tools & Resources MD web portal IEEE collateral MD Calendar Peer-to-Peer Collaboration Online Community Webcasts Reports & Analysis Monthly Report Region Monthly Report Strategy development Working the position of MD Chair Extra Help Slide 9

10. On-Demand Supply Ordering ( linked from MD Portal ) http://www.ieee.org/md Slide 10

11. Membership Presentations (linked from MD Portal) Benefits and opportunity focus / emphasis on value Presentation template for Professional Grade Members Presentation template for Student Grade Members Adheres to IEEE branded presentation template Member value for global focus IEEE branded template found at IEEE Brand Identity Toolkit, www.ieee.org/about/toolkit/tools/index.html Slide 11

12. Simple Portable Personalized touch Single cards, or Avery-formatting for printing on back-side Recognition for the member recruiting new members Recent update report on program in 16 October MD Webcast Top recruiters reported on in each MD Monthly Report Member-get-a-Member Program Slide 12

13. Team Engagement & Collaboration Slide 13 Team Effort MD Monthly Webcast Strategy & Plan Templates

14. Volunteers – Region, Section, Society MD Chairs Members – Participation in the MGM program, or otherwise Staff – MD Staff in partnership with Creative Services, Contact Center, BDRS (Business & Data Related Services) Staff team, MGA, TA, EA, IEEE-USA MGA MD Staff Adrienne Hahn a.hahn@ieee.org MGA MD Staff Elyn Perez elyn.perez@ieee.org MGA MD Staff Cathy Downer c.downer@ieee.org MGA MD Staff Laura Durrett l.durrett@ieee.org MGA MD Staff Nick Lehotzky n.lehotzky@ieee.org Slide 14 Worldwide & Integrated Team Effort MGA MD Staff Lara Fast l.fast@ieee.org

15. Slide 15 MD Monthly Webcast NEW The Archive Guides: Grouped by month Listed by presentation topic, speaker, file posted in PDF Each file accessed by IEEE web account Monthly MD Webcast 3 rd Saturday, 10:00 Eastern Runs 60 – 75 minutes Volunteers & Members present on topics, along with IEEE Staff Standard format Open floor question and answer period Each session recorded for view at more convenient time

16. Communicate Collaborate House Information Share Practices MD Virtual Community (linked from MD Portal) Slide 16

17. MD Strategy & Plan Templates MD Strategy & Plan template available –Concise and polished presentation of your MD efforts to your executive committees –MD Staff will assist with tactical guidance and pulling data trending Adopters of draft-version of template –IEEE China Office –UKRI Section –Region 1 Slide 17

18. Member Data & Analysis Slide 18 MD Reports SAMIEEE New Member Alert

19. Membership Development Reports Global MD Report o Statistical ‘pulse’ o Membership Trends o MD Calendar guidance o MD-related announcements, activities o Articles by volunteers - topic driven Regional MD Reports o In-depth view of MD activities within Region with Section data o Customizable for Region MD Chair Society MD Reports o Template developed / available Slide 19

20. SAMIEEE (linked from MD Portal) Volunteer Access to Membership Statistics 4 NEW short Training Modules Need IEEE Web Account Registered Users with Designated Access (officer positions) Membership statistics by Geographical – Region, Section, Affinity Group Membership statistics by individual Society Pre-defined queries NEW – MD (MD) Folder with related pre-defined queries Slide 20

21. New members in Past 30 days New members’ interest in joining Members in Arrears Inactive Members Current Student Branches by Section Active Current Members - GOLD Current Society Members by Section with Contact Information Current Society Members with Email who have a specific Technical Interest Pre-Defined Queries Slide 21

22. New Member Alert Automated monthly email to designated volunteer leadership – Section MD officers Email message includes URL to Analytics Dashboard for designated officer Dashboard will open (after secure log on) with report of new members who joined section Report can be downloaded, sorted, saved First sent out 29 October 2010 Looking to incorporate alert also to Chapter/MD and Student Branch Chairs Slide 22

23. New Member Alert - Report Report contains: –Section Name –Member’s full name –Member grade –Join date –Traditional or e-Member –Full Primary Address, email address –Work and home phone numbers –Any Society Affiliation –Reason for joining IEEE –Region code Slide 23

24. Thank you ! Questions Slide 24

25. Conference Member Recruitment (CMR) Program Rashonda Windham Membership Development Associate IEEE Member and Geographic Activities r.windham@ieee.org 5 November 2010 Slide 25

26. CMR Program offers an incentive to those who join at your conference Higher-grade, full dues paying IEEE membership applicant is given 1 year of membership in one of the 38 Technical Societies Program runs 1 September – 15 August CMR Program is NOT open to student membership CMR Program is NOT open to renewals CMR Program is NOT for Affiliates CMR Program is for New Members Only Conference Member Recruitment Program - Join IEEE And Get a Free Society Slide 26

27. Payment Responsibilities MGA pays for 1 free society of choice for new members who join at your conference If your conference is not within the guidelines of the CMR program, –provide a GL account number(s) or other payment information –Note other offers the society is paying for (i.e. student membership) Please Note: If an attendee joins at your conference and they are an existing member, should the member receive a balance due letter or will the society pay? Society must decide Slide 27

28. How to Request a Campaign Code Submit the Conference Member Recruitment Form  Conference Member Recruitment Form Conference Member Recruitment Form A Unique Campaign code will be issued –Allow minimum 2-3 weeks lead time to obtain your campaign code Enter the campaign code on each application processed Submit all completed applications to IEEE HQ for processing Request Membership Development Supplies –Submit at least 2 weeks prior to the conference start date –http://ewh.ieee.org/forms/md/supplies-ondemand.phphttp://ewh.ieee.org/forms/md/supplies-ondemand.php Slide 28

29. Conference Campaign Code Request Form Slide 29

30. Conference Campaign Code Request Form (cont’d) Slide 30

31. Conference Campaign Code Request Form (cont’d) Slide 31

32. IEEE Conference Recruitment Summary Form Slide 32

33. Highlights: Need 2 week lead time to provide campaign code Attach conference flyer in PDF or Word format Success of recruitment is trackable Payment information is provided –Conference recruitment summary form –Cover letter Slide 33

34. Conference Member Recruitment Program Program Link: –http://www.ieee.org/web/volunteers/membership_dev/cmr.htmlhttp://www.ieee.org/web/volunteers/membership_dev/cmr.html Program Contacts: Denise Maestri: d.maestri@ieee.org Rashonda Windham: r.windham@ieee.org Slide 34

35. Thank you ! Questions ? Slide 35

36. Senior Member Program Denise Maestri Supervisor, Admission and Advancement IEEE Member and Geographic Activities d.maestri@ieee.org Slide 36

37. Requirements for Senior Member Elevation … 10 years of Professional Experience –Education plus Experience total 5 years of Significant Performance –over a period of at least 5 of their years in professional practice (need not be consecutive, not routine work) Slide 37

38. Requirements for Senior Member Elevation, Cont’d…  3 references  Nominator counts as 1 reference (if they are qualified)  Qualified Reference: active  IEEE Senior Member, Fellow, Honorary Member, Life Senior Member, Life Fellow Slide 38

39. Application Facts  There is NO additional fee to apply if you currently hold IEEE Member grade If Affiliate, Student or GSM grade – IEEE Member dues applies prior to elevation  Applicants are responsible to contact and follow-up with their references  Applicants OR a nominator can complete the application form Slide 39

40. Application Facts Cont’d…  Applicant, reference and nominator’s membership status must be active  Application, reference forms and resume/CV must be received at the IEEE Operations Center 10 days before a review panel meeting for processing  References need not reside in the applicants local geographic area  Life members are eligible to apply Slide 40

41. SAMIeee Predefined Query How to Access report in SAMIeee:SAMIeee –BMS - Analytics –Shared Folders –SAMIeee –Geographic Predefined Queries –(GEO) SM Upgrade - 1st Level Requirements Slide 41

42. Finding Qualified References  Attend local Section meeting  Attend a Senior Member drive  Log into memberNetmemberNet  Locate Senior Members & Fellows  Log into myIEEEmyIEEE  View your Sections Officer’s contact info Slide 42

43. Senior Member Toolkit Web Page Launched June 2010 ! Slide 43

44. Senior Member Toolkit Contents: Checklist General flyer Short newsletter article Personal invitation Senior Member application Guidelines for references Resume or CV tips Benefits of Senior Membership Requirements for Senior Member grade Applicant reference form Image of Senior Member plaque http://www.ieee.org/membership_services/membership/senior/seniorme mber_elevation_toolkit.html Slide 44

45. Senior Member Links…  Links direct the applicant, reference and nominator: Application Form Reference Form Slide 45

46. Senior Member Links Con’t… Status of Senior Member applications: http://www.ieee.org/membership_services/membership/ senior/status.html Newly elevated Senior Members: http://www.ieee.org/membership_services/membership/ senior/new_senior_members.html Slide 46

47. Program Incentive Reward Structure & Administration  Section / Society Bonus  Nominate at least 5 members for Senior Member grade  Receive $10 for each applicant that is nominated and elevated to Senior Member grade by the nominating entity  Payout is early 2010 or in conjunction with the Section Rebate Program Slide 47

48. Benefits of Senior Membership…  Recognition  Engraved Senior Member Plaque  US $25 Voucher – To join 1 new Society  expires 31 Dec 2010  Letter of Commendation  Leadership Eligibility  Reference for Senior Member Candidates  US $25 Voucher to share with a non-member (roll out Oct 2010 - towards membership dues Slide 48

49. Take Aways: Senior Members – 97% retention Applicants should submit Resume or CV Quality over quantity Online application status Online elevated members Slide 49

50. Thank you ! Questions ? d.maestri@ieee.org senior-member@ieee.org Slide 50