1. Leadership Training Week President & President-Elect Track Presented by Terri Breining, CMP, CMM May 3, 2010 Maria Jacobsson

2. YOUR PRESENTERS & COACHES Maria Jacobsson Chapter Business Manger, EMEA, MPI Terri Breining, CMP, CMM Past Chapter President

3. Understanding of Chapter Success 2010/2011 Review Vision & Mission/Facts & Figures Driving Metrics MPI tools & resources available TODAY’S OBJECTIVES Review Business Planning Process MPI Key Community Initiatives

4. 4 VISION & MISSION

5. MPI VISION & MISSION Vision: Build a rich global meeting industry community Mission: Make our members successful by building human connections to: –Knowledge & ideas –Relationships –Marketplaces

6. 6 FACTS & FIGURES

7. MEMBERS STATISTICS (April 30, 2010) GLOBAL:22, 664 US:18, 015 EMEA (Europe, Middle East & Africa) : 2, 383 CANADA:1, 819 APAC (Asia & Pacific): 248 LAS (Latin & South America) 199

8. MPI Key Community Initiatives 2010/2011 Chapter Training Module – Chapter Business Summit Chapter Content – Speaker Database Chapter support – Websites, Cvent, Webinars, Memberfuse 8

9. 9 CHAPTER BUSINESS

10. 10 CHAPTER ROLE Global community Member relationship Keep MPI promises Voice of meeting industry

11. 11 CHAPTER LEADER ROLE Global network Business opportunities Educational opportunities Influence the meeting industry Share your expectations ENJOY

12. Strategic driver Hold board members accountable Drive member value Ownership of outcomes Develop and execute a plan Identify future talent Official spokesperson for the chapter PRESIDENT & PRESIDENT ELECT ROLE

13. Human Resources Handle different people & personalities Manage conflict resolution Encourage teamwork Listen Help your leaders to prioritize Time management Minimize personal agendas to focus & achieve the chapter’s goals.

14. 14 CHAPTER BUSINESS MANAGER Your Partner Chapter management & performance Execution of business plan Healthy financial performance Brand integrity Identify talent Resource & link to other chapters Focus on solutions Support your success

15. 15 CHAPTER BUSINESS = REAL BUSINESS President = CEO Membership = Customers Board = Management Team Business Plan Budget Board Meetings = Staff Meeting Expect results/accountability

16. 16 BUSINESS PLANNING

17. Succession Planning Finding the ultimate board Identify open board positions Identify Chapter Leader Role skills Identify individual skills Skills Matrix SAMPLE Skills and Experience Matrix Individual SkillsCollective Skills ApplicantLeadership Strategic Thinking Personal Comm. SkillsInfluence Loyalty to MPI Business Acumen Fiduciary Respons. Chapter / Community Experience Diversity- Reflective of MembershipFunctional Rep. Global Mindset/ Emerging Markets Expertise Financial Expertise Global Operational Experience-non profit or corporateGovernance Strategic Planning Industry ExperienceMarketing

18. Retreat Planning Come prepared Use a facilitator Business Plan Finalize Budget Finalize Educational/ Membership action plans. Clear understanding and expectations of roles. Realistic goals Teambuilding Review Minimum Bylaws

19. 2009-2010 Chapter Metrics

20. Chapter Dashboard Metrics 1.Engagement/Participation a)Gauges member participation and involvement in chapter activities b)Allows for chapters to track event/volunteer success 2.Chapter Membership Satisfaction a)Assessment of overall member satisfaction with chapter b)Allows for chapters to gauge member satisfaction in 3 areas; Network, Education and Marketplace 3.Net Member Growth a)Measures chapter member growth and rebates b)Allows for chapters to track their member growth patterns 4.Chapter Financial Management a)Calculates financial management not budgeting skills b)Allows for chapter the freedom to manage finances and track educational expenses

21. Member Engagement & Participation Select 3 of 8 1.Increase attendees at educational programs 2.Increase planner attendance at educational programs 3.Increase web site visits 4.Increase volunteers 5.Increase number of new members participating 6.Increase satisfaction of education programs 7.Increase regional/annual program attendance 8.Increase attendance at networking events 21

22. Membership Satisfaction Pre-define satisfaction goal –MPI Chapter Satisfaction Survey –Option to use chapter’s own survey at no more than 49% weight. 22

23. Net Member Growth 23 Net Member Growth (Monthly Performance) Meet Goal5.00% Exceed6.00% FY07-08FY08-09MeetExceedFar Exceed July 481 521 505 510 515 Aug 478 527 502 507 511 Sept 492 523 517 522 526 Oct 504 523 529 534 539 Nov 510 516 536 541 546 Dec 503 505 528 533 538 Jan 504 502 529 534 539 Feb 509 513 534 540 545 Mar 506 517 531 536 541 April 509 534 540 545 May 513 539 544 549 June 512 538 543 548

24. Chapter Financial Management When you share your chapter financial information with MPI we can easier support you in your: Business planning Metrics planning Membership recruitment, retention and renewals To complete your Chapter dashboard and provide you with graphs & charts necessary we need your results. We can help you identify the financial potentials that your chapter has. 24

25. Chapter Financial Management Gross Margin –Total Revenue less Total Expenses divided by Total Revenue –Allows for financial management liberty Educational Investment Ratio (CONTENT ONLY) –Educational Investment divided by Total Revenue –Gauges investments in education Note: –Needs to note if in-kind contributions are included –Should Exclude Investment activities from calculations –Transfers into reserves, if any, need to be noted 25

26. Chapter Financial Management (Example) Revenues Educational$ 7,624 Fundraiser$ 3,710 Membership Dues$ 5,379 Total$ 16,713 Expenses Board Retreat$ 4,948 Community Outreach$ 1,030 Donations$ 1,120 Educational$ 8,091 Total$ 15,189 Gross Margin (16,713 – 15,189) =1,524 1,524 / 16,713 = 9.11% Educational Investment Ratio 8,091 / 16,713 = 48.41% 26

27. Membership Rebate Practice Membership Rebates* –11.4% (Clubs) –18.0% (US & Canada) –23.0% (Europe) Yearly Full Member Rate = $325 USD/€325 Euro –Chapter Rebate = $58.50 USD / €74.75 Euro Increase in installment plans this year –Quarterly = 4 x $81.25/€81.25 = 4 x $14.63/€14.63 –Monthly = 12 x $27.08/€27.08 = 12 x $ 4.86/€4.86 *exceptions exist.

28. Reporting Metrics Dashboard Chapter responsibility to fill out Monthly hand in to CBM by the 5 th Your CBM will provide you with all reporting, application and grant deadlines for the year! 28

29. 29 TIPS & ADVICE

30. Retreats Volunteer transition Stay current on MPI initiatives Utilize the MPI metrics Have a solid vision & plan Use agendas to guide board meetings Speaking in public Get commitments from board members 30

31. Tips – From a Past President Keep it simple Take charge You will make mistakes Crucial conversations Have fun…enjoy the journey 31

32. 32 TOOLS & RESOURCES

33. Tools & Resources - Always Available Your Chapter Business Manager The Chapter Toolkits on the Web –Chapter Toolkits Check here first. Don’t reinvent the wheel. GroupSpace / Memberfuse Industry Calendar

34. Tools & Resources – Continued Your fellow Chapter Leaders on this call (Chapter exchange) Past Chapter Leaders International Chapter Leadership Committee (ICLC) Quarterly European/Canadian Conference Calls

35. Tools & Resources – Headquarter Training Other MPI Leadership Training: Chapter Leaders Conference (CLC) Chapter Leaders Forum (WEC) Chapter Leadership Forum (MD) Canada and Europe: Canadian Leadership University European Chapter Leadership Forum

36. 36

37. 37 MPI GROUP SPACE

38. Chapter community page STEP 1 38 STEP 4 You can find all the Chapter Business reports on this page. Please note also the Leader Training online, through the links in this page you get valuable education about Leadership related topics.

39. Chapter community page STEP 2 39 STEP 4 You can find all the Chapter Business reports on this page. Please note also the Leader Training online, through the links in this page you get valuable education about Leadership related topics.

40. Chapter community page STEP 3 40 STEP 4 You can find all the Chapter Business reports on this page. Please note also the Leader Training online, through the links in this page you get valuable education about Leadership related topics.

41. Chapter community page STEP 4 41 STEP 4 You can find all the Chapter Business reports on this page. Please note also the Leader Training online, through the links in this page you get valuable education about Leadership related topics.

42. Chapter Reports & Toolkits

43. NETWORKING & EDUCATION Opportunities Chapter Business Summit, CBS World Education Congress, WEC Chapter Leaders Forums Canadian Forum at CBS European Forum at CBS European Meetings & Events Conference, EMEC

44. 44 QUESTIONS & ANSWERS

45. “Leadership is not about making yourself more powerful. It’s about making the people around you more powerful.” Betty Linton

46. Thank you for your time! We thank you for your commitment and believe in YOUR SUCCESS!