1. IEEE Member and Geographic Activities Joe Lillie, IEEE Vice President Cecelia Jankowski, Managing Director Member and Geographic Activities (MGA) Region 8 Meeting 25 April 2008

2. Presentation Outline The Transition from Regional Activities to Member and Geographic Activities MGA and MGA Resources IEEE Member Services Summary

3. The Transition RA  >>>> MGA M G A was born on 01/01/08

4. RA  >>>> MGA - Why Change? Over the past several years we have lost the focus on the member – no one to blame, it just happened If you always do what you always did you will always get what you always got Our world is changing and we must change with it to properly serve the members of the future

5. RA  >>>> MGA - A Change of Focus Regional Activities Primary Focus Geographic Units Operation to Serve the Volunteer, Member, Students, Profession, Public Member and Geographic Activities Primary Focus Help the member grow and develop for themselves, for the Institute and to serve the common good throughout their life cycle and their various roles. The Geographic Unit is one of the primary means to these ends.

6. RA to MGA Transformation Board Organizational Structure RA VP Regional Activities Treasurer, Past Chair 10 Region Directors 4 Vice Chairs –Strategic Planning –Region Section Chapter Activities –Membership Activities –Student Activities GOLD (nonvoting) Secretary (nonvoting) MGA VP MGA Treasurer, Past Chair 10 Region Directors 4 Vice Chairs –Strategic Management & Analysis –Geographic Unit Operations –Member Development –Information Management 2 Members appointed by TAB Secretary (nonvoting)

7. Current Transition Status The MGA Board is in place and engaged The MGA Vice Chairs have been elected and are engaged New committees have been formed and committee members are in place Required processes are being developed Tools for use at the Section level are being designed and tested A lot of additional work is still required

8. Member and Geographic Activities

9. Member and Geographic Activities How Do You Say It? M – G – A MGA Board - the governing body MGA Department - the staff department at HQ MGA - the team of volunteers and staff leading the effort

10. MGA Vision and Mission Vision Ensure Quality Member Opportunities for Continuous Engagement Mission I nspire, E nable, E mpower and E ngage Members of IEEE Guiding Principles The Member is IEEE and IEEE is the Member Membership is a core value of IEEE. Members shape IEEE's future. Members collaborate to create IEEE's future. IEEE enhances members' future.

11. 2008 MGA Board Vice President - Joe Lillie Past Chair – Pedro Ray Treasurer – Bill Kennedy 10 Region Directors – Jean-Gabriel Remy, Region 8 4 Vice Chairs –Strategic Management & Analysis – Ed Palacio –Geographic Unit Operations – Luiz Pilotto –Member Development – Gerhard Hancke –Information Management – Gene Ressler 2 Members appointed by TAB – Stuart Long, Mike Williams Secretary (nonvoting) – Cecelia Jankowski

12. Focus on the Member - continuous engagement throughout the lifecycle –Develop an IEEE-wide Member Strategy –Member data acquisition, management and protection; relevant products/services and coordinated communications Geographic Unit Experience – efforts already initiated to engage Sections and Regions –Engagement & relationship development for volunteer leaders –Increase opportunities for new activities & programs Geographic Unit Operations –Simplify operational requirements for volunteers and staff –Understand impact of government and legal requirements on OU and Geo Unit decisions and operations –Need for closer integration of GeoUnit operations with IEEE organizational decisions; increasing overlaps of OU efforts world- wide Developing and acquiring skills –Relationship development & management, project management, process management, business analysis and development, enhanced international experience, metrics/benchmarking IEEE MGA – Strategic Considerations

13. MGA Department

14. IEEE MGA - Staff Organization As of 24 April 2008

15. MGA Staff – A Resource for You Membership – Recruitment, Retention, Recovery & Recognition, –Membership promotions & programs Student Activities –Student Branch Support/Funding Affinity Group management –Graduates of the Last Decade (GOLD) –Life Members and LM Affinity Groups Volunteer awards & recognition Electronic Services: SAMIeee, E-Notice, Entity Web Hosting

16. MGA Staff – A Resource for You Section activities and programs Section strategic and operational planning Geographic unit reporting –Finances & Rebates –Officer/Meeting Reporting –Online volunteer geographic rosters Unit Formation/Dissolutions IEEE info for volunteers (SCOOP) Section Chapter Activities Sections Congress

17. MGA Member Strategy Member Experience – Lifecycle Management Strategic direction Membership Development –Membership Marketing & promotions, OU outreach –Affinity group management (GOLD, Life Members) –Member grade qualifications –Benefits marketing Member Research and Data Analysis –Annual statistics –Member research agenda –Membership trend analysis Member-specific product/service development and management –Community – myIEEE, MemberNet –Knowledge - IEEE.tv, IEEE Potentials –Profession – Career Activities

18. Geographic Unit Experience –Engagement & relationship development –Activities & Programs –Sections Congress Geo Unit Operations & Processes –Section Operations –Formations, operations, governance –Metrics & tracking –V Tools –Activities to comply with government regulations in countries for which the primary impact is the local geounits Volunteer development and training MGA Geographic Activities

19. MGA Information Management Member Information System - 360 degree view of the member & activity tracking Volunteer & Member Electronic Services Development MGA Websites - Entity Web Hosting Electronic business opportunities V Tools development SAMIEEE E-notice Email Alias & UCE BMS Support & IT Enterprise

20. MGA Finance & Administration Budget & Finances –MGA, Membership Dues, Member Operations Business & financial analysis and modeling Business management –IEEE.tv –myIEEE –IEEE Potentials –Financial Advantage Geographic Unit Finances –Rebate Processing –Unit financial tracking

21. IEEE MGA Volunteers and Staff Working Together MGA Board –Develop policy (Board, Committees, Interfaces…) –Perform governance and oversight with vision MGA Committees and Staff –Partnership – Design, development, implementation –Shared responsibility Policy (values and principles) driven Operational Activities (Volunteers and Staff)

22. Thank you for your commitment to the IEEE, your volunteer efforts and your enthusiasm!! Contact Information Joe Lillie – j.lillie@ieee.orgj.lillie@ieee.org Cecelia Jankowski – c.jankowski@ieee.orgc.jankowski@ieee.org

23. Member Benefits Bringing it all together… myIEEE™ Connect with your local IEEE Section Desktop navigation w/personalized benefit access Society memberships and conference updates Latest news from IEEE Spectrum, IEEE Standards, and The institute IEEE.tv internet television Direct and seamless access into membership account Real-time job listings from the IEEE Job Site

24. IEEE Member & Geographic Activities - IEEE.tv™ - IEEE’s Internet Based Television Network Series types –Conference Highlights –Meet the Authors –Careers in Technology  IEEE.tv Specials  IEEE Products  IEEE History

25. IEEE MemberNet ™ Online Member Directory

26. Online Member Directory Direction set by 2005 IEEE Membership Development Committee Exclusive access to IEEE members –Not available to Affiliates All members’ name and grade are available Members can opt-in additional info beyond name and grade Must offer search capabilities Objectives Launch and deployment of a next-generation, member benefit to help secure membership recruitment and retention Venue of choice for peer-to-peer networking for IEEE members, and foundation for IEEE social network … IEEE MemberNet launches March 2008

27. MemberNet Navigation / Features Launching IEEE MemberNet myIEEE Quick Search, Opt-in Preferences, Launch network Single sign-on & personalization enabled

28. MemberNet Navigation / Features Member Profile Member’s name linked to their profile Opted-in profile Photo Members’ Section (linked) Short bio Technical Interests Employer School Various Contact info (email, instant messaging, mailing address)

29. MemberNet Navigation / Features Privacy & Opt-In Profiles default to only members’ name and grade Additional info by opt-in only, by each member Opt-in also determines members’ visibility in search and ‘myNetworks’ query results

30. IEEE Member & Geographic Activities – Membership Development The 2008 IEEE Membership Development Kits will be shipped to all IEEE Regions, Sections, Student Branches and Societies late August The quantities of materials being shipped are based upon the current membership size of the unit. 2008 Membership collaterals include: –2008 member prospect brochure –2008 membership application forms –2008 member benefits brochure –MGM business cards –MGM brochures –IEEE.tv bookmarks –IEEE posters

31. IEEE Member & Geographic Activities Helping Sections to Service Members SAMI EEE – Volunteer access to member data & demographics EWH – Web Hosting for over 1,150 units e-Notice - Electronic newsletter subscription service – 522 units enrolled (Regions, Councils, Sections, Subsections, Chapters, Societies, Student Branches and Conferences) Enabling Member Communications Providing Member Relationship Management

32. Provide IEEE organizational units with web-based tools to manage their ongoing activities Tools will include OUMgt: Meetings, WebInABox, Finance, Demographics, Elections, and others. This project is made possible by volunteers’ efforts with support and assistance from IEEE Staff IEEE Member & Geographic Activities vTools