1. IEEE Membership Development Conference Call / Web Cast Thomas G. Habetler Chair, IEEE Membership Recruitment and Recovery Committee t.habetler@ieee.org t.habetler@ieee.org Cathy Downer MGA Staff - Membership Development c.downer@ieee.org 16 January 2010

2. Introduction Our 2010 MRR Chair, Thomas G. Habetler, will provide an introduction and discuss his goals and philosophy Preview Topic IEEE New Products and Updates –eBooks - Gordon MacPherson –An Introduction to IEEE.tv - Nick Lehotzky Membership Trends / Status Update December 2008 – John Day Business Cycle Spotlight SAMIEEE Tutorial, Analytics Dashboard – Helen Shiminsky Updates / Wrap-Up / Direction Open Floor Q&A Subject Appendix: SAMIEEE and Arrears Recovery, Step by Step Today’s Edition … Membership Development Web Cast Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org Slide 2

3. Today’s Speakers … Membership Development Web Cast Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org Slide 3 Tom Habetler Chair, MRRC John Day Director, Membership Development Gordon MacPherson Sr Manager, eBook Products Nick Lehotzky Mgr, Membership Benefits Marketing

4. Webcast presentation available on MD virtual community at https://www.ieeecommunities.org/ieee.md.net in the files section https://www.ieeecommunities.org/ieee.md.net Attendee lines are muted, except for speakers. To un-mute your phone during the Q&A portion, press *6. To mute your phone again, press *6. Please ask topical questions using the chat box For technical-assistance, e-mail to web-conf@ieee.org any time during webcastweb-conf@ieee.org This webcast is recorded. Presentation and audio will be available as an “on- demand” resource – URL and announcement to be posted in the MD Virtual community Web Cast Notes Slide 4Membership Development Web Cast Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org

5. Introduction Member Recruitment and Retention Committee, 2010 Tom Habetler Chair Membership Development WebcastSlide 5

6. Experience Div II Director, 2007-2008. Technical Activities Board, 2001-02, 2007-2008. Chair, TAB Membership Ad-Hoc, 2008 MELCC Member, 2008-2009 TAB NTDC, 2009 TAB-Appointed Rep to MGA, 2010 Society Review Committee, 2008-2011 Power Electronics Society –President, 2001-02; –Vice-President, 1999-00; –AdCom Member-at-Large, 1996-99; –Secretary, 1994-95; –Chair, Membership and Publicity Committee, 1990-93; –Chair, Atlanta Chapter, 1998-99; Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org Membership Development Web CastSlide 6

7. Who I am Member of Region 3, Atlanta Section Professor of ECE at Georgia Tech for 21 years in the field of electric machines and power electronics. Very passionate about IEEE. My enthusiasm stems in part, from its demonstrable effects on my career. Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org Membership Development Web CastSlide 7

8. Goals Clearly, my IEEE-life has been in TAB. MRR may be an MGA cmte, but it is an IEEE- wide function. We need to always think of it that way. But, member recruitment and retention reaches equally across both MGA and TAB. We need TAB and MGA working together to help engage members in finding their IEEE home. My goal is to make section, region, and society MD chairs aligned partners in recruitment. Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org Membership Development Web CastSlide 8

9. Goals We know that primary reason to join is to stay technically current. We must use the technical pubs and networking of the societies to help the sections attract members. At the same time, society memberships are decreasing. Societies have a pressing interest in bolstering membership. Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org Membership Development Web CastSlide 9

10. Key Issues for retention Focus on the Member –Members are partners, not customers or clients. –Many of our members are struggling to stay current. Engaging industry members –Bringing conferences and other products to the local level and the desktop Cannot just be a knowledge community, but embrace other types of community. Engage volunteers more immediately Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org Membership Development Web CastSlide 10

11. Preview Topic Practical, Cutting-Edge Content: IEEE eBook Classics Gordon MacPherson Sr. Manager, eBook Products & Conference Publishing 16 January 2010 Membership Development WebcastSlide 11

12. eBooks are NOT the wave of the future… Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org Membership Development Web CastSlide 12

13. They’re the wave of NOW Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org Membership Development Web CastSlide 13

14. What stands out about IEEE eBook Classics? Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org Membership Development Web CastSlide 14

15. Member Value Propositions The IEEE-Wiley eBooks Library brings added value to IEEE Xplore ® by commingling practical, deep-dive book content with Xplore’s journals, transactions, standards, and conference proceedings content Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org Membership Development Web CastSlide 15

16. Member Value Propositions (continued) The IEEE Press Editorial Board recommends volunteer peer reviewers who provide feedback to authors while the books are being written Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org Membership Development Web CastSlide 16

17. Outreach Activity: IEEE Societies Editors of IEEE journals are apprised of IEEE Press interest in book proposals, and provide with Wiley contact for acquisitions Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org Membership Development Web CastSlide 17

18. Outreach Activity: IEEE Fellows We created a direct, low-key e-mail appeal to Fellows, asking for their recommendations for potential book authors and IEEE Press Editorial Board members Contacted Fellows from ComSoc, PES, APS and other key Societies 4,896 messages sent 36% were opened 4% followed a link 16 potential book ideas 30 suggestions for nominees 4,896 messages sent 36% were opened 4% followed a link 16 potential book ideas 30 suggestions for nominees Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org Membership Development Web CastSlide 18

19. IEEE eBook Classics: Direct Benefits to Members Over 2,000 free eBook chapters from over 220 pre-2007 eBooks, delivered via IEEE Xplore ~ 40 newer titles added each year Purchasing these titles at retail would cost over $25K Accessible via Xplore using your IEEE Web login Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org Membership Development Web CastSlide 19

20. What do the IEEE eBook Classics look like? Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org Membership Development Web CastSlide 20

21. IEEE-Wiley eBooks Library – eBook Home Page Cover Scan Bibliographic Information Abstract Sample Chapter TOC Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org Membership Development Web CastSlide 21

22. Table of Contents View Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org Membership Development Web CastSlide 22

23. Sample Chapter (PDF) Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org Membership Development Web CastSlide 23

24. Please feel free to contact me with questions! Gordon MacPherson g.macpherson@ieee.org +1 732.562.3890 www.ieee.org/press Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org Membership Development Web CastSlide 24

25. Membership Development WebcastSlide 25 Preview Topic An Introduction to IEEE.tv Presented by: Nick Lehotzky Benefits Marketing Manager n.lehotzky@ieee.org Prepared by: Brian Pratz, Product Manager Nick Lehotzky, Benefits Marketing Manager

26. Today’s Agenda What is IEEE.tv? –Product Variations –Launch and Deployment –IEEE.tv Screenshots –IEEE.tv Launch Marketing Tactics Summary Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org Membership Development Web CastSlide 26

27. What is IEEE.tv? Made possible by the members of IEEE, IEEE.tv is an award-winning Internet-based television network. We produce and deliver special- interest programming about technology and engineering for the benefit of IEEE’s member and the general public. IEEE.tv is the venue of choice for the entities of IEEE to engage with engineers and technologists through video and multimedia applications. IEEE.tv supports the following IEEE Strategic Objectives #3 – Establish IEEE as a leading provider of continuing education and professional development. (Theme: Innovation) #6 – Increase the value of the technical content and market relevance while continuing to provide trusted technical information products and services. (Reputation, Org Stability, Financial Viability) #8 – Promote public awareness, understanding and appreciation of engineering and technology. (Reputation) #10 – Diversify IEEE’s net-revenue generating business and product portfolio. (Financial Viability) Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org Membership Development Web CastSlide 27

28. IEEE.tv Variations IEEE.tv Public Access - IEEE.tv Public Access is free of charge to the public, and does not require IEEE membership or log-in. IEEE.tv Member Basic - IEEE.tv Member Basic is an exclusive benefit of IEEE membership, offering exclusive members-only programming. IEEE membership and an IEEE web account is required for viewing. IEEE.tv Paid Access - New in 2009, paid access video presentations are provided as a supplement to IEEE.tv Videos. Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org Membership Development Web CastSlide 28

29. IEEE.tv 2.0 Launch and Deployment Launch of IEEE.tv 2.0 occurred on January 7 th 2010, corresponding with kickoff of membership year. Addition of new Landing page and Updated Viewer Over 131 programs currently available on IEEE.tv 25+ programs deployed in 2009 Widgets, Gadgets, Applications, and Channels maintained on external websites (Google, Yahoo, Facebook, YouTube) in an effort to extend awareness throughout 2009 *IEEE.tv stats illustrate a greater utilization by younger members and regions 7-10 when compared to the associated percentage of total membership. Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org Membership Development Web CastSlide 29

30. IEEE.tv Viewer Screenshot - Public Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org Membership Development Web CastSlide 30

31. IEEE.tv Viewer Screenshot - Member Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org Membership Development Web CastSlide 31

32. IEEE.tv About page Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org Membership Development Web CastSlide 32

33. IEEE.tv application on Facebook (To be launched in late January 2010) Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org Membership Development Web CastSlide 33

34. IEEE.tv Widgets\Gadgets Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org Membership Development Web CastSlide 34

35. IEEE.tv Site Integration example (WIE) Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org Membership Development Web CastSlide 35

36. Launch Marketing Tactics E-mail campaigns –Benefits Bulletin (January Edition) –Scoop, Society Sentinel, Institute Alert –Key IEEE.tv bloggers list –Internal IEEE communications Press release –Formal press release distributed over the news wire Social Media –Facebook advertising –Facebook announcements (targeted fan pages associated with IEEE, engineering, or academia) –LinkedIn announcements –Twitter feeds Search Engine Advertising Campaigns throughout 2010 Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org Membership Development Web CastSlide 36

37. Summary Various OUs have been able to showcase their products, technologies, conferences, standards on this IEEE.tv. IEEE.tv positions the IEEE as an active participant in development rich interactive web based media applications. IEEE.tv stats show greater utilization by younger members and those in regions 7-10 when compared to the associated percentage of total membership. As viewing statistics improve, IEEE.tv to become a self sustaining, and revenue generating member benefit. Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org Membership Development Web CastSlide 37

38. Contact Brian Pratz with questions, b.pratz@ieee.org Thank You! Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org Membership Development Web CastSlide 38

39. Membership Development WebcastSlide 39 Membership Statistics & Goals Update December 2009 Presented by: John Day Director, Membership Development j.day@ieee.org

40. December 2009 Snapshot Slide 40Membership Development Web Cast Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org x Surpassed all-time record! Congrats to the team …

41. Slide 41Membership Development Web Cast Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org Year-over-Year Monthly Growth – Total Membership 397,001 Up 2.3% from prior month

42. Slide 42Membership Development Web Cast Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org Year-over-Year Monthly Growth – Higher-Grade Membership (including GSM) Year-over-year trending beginning in August 2009 was impacted by recognizing student elevations in August rather than December. Accurate year-over-year results ‘trued-up’ as of December.

43. Slide 43Membership Development Web Cast Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org Year-over-Year Monthly Growth – Student-Grade Membership (including GSM) Year-over-year trending beginning in August 2009 was impacted by recognizing student elevations in August rather than December. Accurate year-over-year results ‘trued-up’ as of December.

44. Slide 44Membership Development Web Cast Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org Active Membership by Region

45. Membership Development Web Cast Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org Slide 45 Year-over-Year Society Membership Society MD Disposition Respective Sum Totals Influence of Large Societies Aggregate Total Memberships Across 38 Societies (2,074) Growth > 1%: 20 Societies+ 5,590 Power & Energy + ~ 1,240 + / - 1%: 5 Societies+ (152) Decline > 1%: 13 Societies(7,512) Computer Society (~ 3,350) Communications Society (~ 2,050) Double-Digit Percentage Gains

46. Membership Development Web Cast Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org Slide 46 Year-over-Year Society Membership, Detail

47. Slide 47 Year-over-Year Society Membership, Detail (cont.) Membership Development Web Cast Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org

48. Membership Development Web CastSlide 48 Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org Year-over-Year Society Membership, Detail (cont.)

49. Slide 49Membership Development Web Cast Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org 2010 Renewals Last Year > 45.5% through Dec

50. Slide 50Membership Development Web Cast Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org 2010 Renewals – First-Year Members Total Retention56.9%45.2%16.5%51.2%

51. Slide 51Membership Development Web Cast Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org 2010 Renewals Last Year > 45.5% through Dec

52. Slide 52Membership Development Web Cast Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org Looking Ahead (poised very well) … Jan’s position: 405,000 – 407,000  Determined by the month’s year-over-year recruitment and reinstatement Feb’s position:  Determined by two factors: 1)Cumulative 2010 renewals, year-over-year through Feb 2)The month’s year-over- year recruitment and reinstatement Through Dec ‘09: +25,000 in year-over-year renewals  Renewal opportunity in 2010 is 10,000 members larger than 2009  Probability of sustaining the +25,000 variance decreases as we progress into the renewal / recovery period  +25,000 variance can be sustained if we improve our member retention rates  Member retention, ergo member engagement, is the most effective (and efficient) way to grow membership  Our success is determined by serving the member, not the numbers