Soon Wan Region 1 Membership Development Chair gimsoon@ieee

1. Region 1 Membership Development Region 1 BoG Meeting, Newark NJ August 18, 2012 Soon WanRegion 1 Membership Development Chairgimsoon@ieee.org

2. Report Outline • Update on Region 1 July Membership • Update on Section MD Goals • Summary of Sections MD Actions • First Year Member Initiative • Conclusion

3. Region 1 June 2012Membership Update

4. Slide 4 Region 1 July 2012 Membership • Total Membership in June is 33,104 (with 29,539 Higher Grade and 3,565 Students) • Total Membership continue to decline (-1.9%)

5. IEEE June 2012 Membership Renewal/Retention • Region 1 June Membership retention rate was 83.2%. Still maintained the highest in IEEE. But, the rate was lower as compared to 2011 (83.7%). • Region 1 was doing good in members Retention, but weak in new members Recruitment.

6. Reminder: Have membership brochures / handouts present at all events Order online MD Kits (no cost) from www.ieee.org/md Member Recruitment – 2012 Membership Year, Cumulative YoY IEEE has 7% market share for higher-grade membership in the U.S.

7. Region 1 July 2012 Membership • Berkshire, New Jersey Coast, and Long Island are the top three Sections in Retention. • New York, Syracuse, and Princeton/Central Jersey are the top three in Recruitment. • Congratulation on your achievement. Please continue your efforts.

8. Region 1 July 2012 GOLD Membership • Region 1 GOLD Members (include GSM) in July =3,703 • GOLD members are IEEE Higher Grade, Professional Members or GSM (Graduate Student Member) who have graduated with their first professional degree in the past ten years

9. Sections MD Goal Updates

10. Section MD Goals Summary • IEEE-USA Recruitment Incentive • To maintain its higher-grade members, and gain at least 1 new additional member by end of August 2012. • Year-Over-Year: Members Renewal (Cumulative) • To achieve >90% of the total arrears members (opportunity) to renew their membership by end of August 2012. • Year-Over-Year: Recruitment (Cumulative) • To recruit >10% of new members by end of 2012. • Section MD Action Plan • Plan out out the goals • Execute the action items, and meet the milestones

11. GOAL >1 Gain By end of Aug 2012 IEEE-USA Recruitment Incentive As June 2012 As July 2012

12. Region 1 July 2012 Membership GOAL > 90% by Aug 2012 Year-Over-Year: R1 Renewal (Cumulative)

13. Region 1 July 2012 Membership GOAL > 10% Year-Over-Year: R1 Recruitment (Cumulative)

14. Summary of Sections MD Actions • Pre-Arrears Outreach (Jan – Feb) • Arrears (members who have not renewed by end of February) outreach and recovering (March and onwards). • Welcoming the First Year Members • MD Booth at local Conferences • Region 1 MD Webinar Conference Call (WebEx) once quarterly • Princeton/Central Jersey Section • In March, half year membership due begun • Section funded new membership at the half-year rate of $16 for up to 40 students for each IEEE Student Branch • 40 new students at DeVry University ($640 sponsor by Section) • Boston Section • Student Branch Mentor from Section • Chapter and Student Branch Joint Meeting

15. First Year Members

16. Why Focus on the First Year Members?

17. Who are leaving? Attrition by Member Tenure* (n-86,495) • 71% of our attrition was made up of members with 2 years or less of IEEE Membership; a trend that has been consistent for many years • Even after removing the volatile student members and student elevations; 66% of the member attrition was members with 2 years of membership or less *2009

18. First year member online experience www.ieee.org/start Includes tutorials on: myIEEE Setting up tip codes My Account

19. New Member Orientation Live monthly webinars – held typically on 4th Thursday of each month at 9am(EST) and 3pm(EST) New higher grade members (including GSMs) invited to participate by email campaign Getting Started Brochures Included with ackpacks to new IEEE members Incorporates information covered in the new member orientation webinar First Year Member Survey Headquarters’ Communications & Outreach Congratulations You’re a Member Now what ?

20. Headquarters’ Communications & Outreach • Welcome email to new higher grade members • Sent within 30 days of joining – links to start page (www.ieee.org/start) • Welcome call to new higher grade members • Administered by Contact Center staff to Higher Grade Members in US • Elevation kit • Sent to all students upon elevation from student/GSM to higher grade level Welcome to IEEE. By joining, you have taken an important step in expanding your opportunities to network, advancing your career and learning more about emerging technologies. Since you are new to the organization, we want to help you engage your membership. Register for the next "New IEEE Member Orientation" at ieee.org/start Login to myIEEE to:- Learn about everything membership has to offer- Personalize your desktop to suit your professional and technical interests- Find local events in your area and make connections Get involved as an IEEE Volunteer - access your local officer contact information Visit IEEE memberNet – the authoritative list of IEEE members, and create your professional profile Get acquainted with your IEEE Web Account at ieee.org/webaccounts- Change your username and password to something intuitive The sooner you get started, the sooner you will realize the benefits and value of your IEEE membership.Sincerely,Adrienne HahnIEEE Member Development

21. IEEE Contact Center Supports New Members Welcome calls IEEE Associates make outbound calls to higher grade members and affiliates throughout the year The goal is to answer questions regarding membership and their society affiliation Dedicated first year experience ACD answering questions about: Grade elevation Conference registration Web account assistance Member benefits Joining societies IEEE Xplore Profile updates Adding subscriptions Accessing myIEEE MDL trial Standards

22. New member alert Monthly email to all MD volunteers links to SAMIEEE login Automatically opens new member dashboard List includes: Name Grade Reason they joined Remain technically current/obtain IEEE publications Enhance my career opportunities Expand my professional network Connect me with local IEEE activities Learn about IEEE humanitarian programs

23. Personally invite new members to a Section meeting/activity Identify a new member champion for your Section Organize events for new IEEE members Partner with Student Branches to introduce IEEE Students & GSMs to the value of membership Recognize new members at your meetings/assign a mentor Share best practices with others What can you do?

24. Conclusion

25. Wrap Up / Take Away Points • Region 1 Membership still on downward trend. • It is not only the Section Chairs and MD Chairs to contribute efforts on membership development, we need all the Section and Region 1 Officers/Volunteers to help recruiting new members, and retain the existing members. • Involve student members in activities • Section Excom Meeting • Region 1 iSTEP • Region 1 Student Conference • Let all work together to make the trend reverse.

26. Thank You – Section MD Chairs Thomas Brennan (Berkshire Section) Daniel Sniezek (Binghamton Section) Tom Vaughan (Boston Section) Ronald Tabroff (Boston Section) James Bates (Buffalo Section) Bob Buermann (Green Mountain Section) Ehsan Afshari (Ithaca) Nikolaos Golas (Long Island Section) Stanley Koski (Maine Section) Eric Yang (Mid-Hudson Section) Richard Ackley (Mohawk Valley Section) Jason Hui (New Hampshire Section) George Fortney (New Jersey Coast Section) Neil Weisenfeld (New York Section) Robert Pellegrino (Tappan Zee Subsection) Mani Iyer (North Jersey Section) Roger Ding (Princeton/Central Jersey Section) David Clarke (Providence Section) Paul Ardis (Rochester Section) Maja Harfman Todorovic (Schenectady Section) Mariah Winkler (Springfield Section) Bill Maxwell (Syracuse Section) Vern Gaw (Worcester County Section)

27. IEEE is the Member, the Member is IEEE REMEMBER => Re:Member Sections Congress 2011 – San Francisco August 19, 2011

28. Thank You. Question? Soon Wan Region 1 Membership Development Chair gimsoon@ieee.org Slide 28

29. APPENDIX

30. 2012 Region 1 Section MD Chairs

32. Volunteers – Region, Section, Society MD Chairs Members – Participation in the MGM program, or otherwise Staff – Member & Geographic Activities (MGA) MD Staff Worldwide & Integrated Team Effort John Day MGA Director, Membership Development j.day@ieee.org Cathy Downer MGA Membership Development Manager c.downer@ieee.org Laura Durrett MGA Project Manager-Volunteer Services/Student Activities l.durrett@ieee.org Adrienne Hahn MGA Manager, Membership Marketing Communications a.hahn@ieee.org Elyn Perez MGA Manager, Membership Sales Operations elyn.perez@ieee.org Lisa Delventhal MGA Manager, Young Professional Program l.delvanthal@ieee.org Nick Lehotzky MGA Member Benefits Marketing Manager Online Products n.lehotzky@ieee.org

33. IEEE Members Renewal Cycle January: Membership renewal becomes past due DEC September: Renewal for following membership year opens (several e-mails and print invoice) Members who joined between 16 August and 31 December wont receive a renewal notice until the following October NOV JAN OCT FEB March: Deactivation of service to un-renewed members SEP MAR AUG APR JUL MAY JUN • From March to August: • 85% Effort in Retention and Arrears Recovery • Half-Year Membership Due

34. IEEE Membership Cycle Slide 34

35. IEEE-USA’s Membership Initiatives

36. IEEE-USA’s Membership Initiatives E-Book Renewal Incentive Renewed Members have free access to selected E-Books Member Recruitment Incentive $20 per actual net member growth (split 50/50 between section/region) To maintain total Higher-Grade dues paying membership count at the same level as the prior year. To exceed Higher-Grade recruitment year-over-year.

37. IEEE-USA Recruitment Incentive • To provide a financial incentive to share its assessment revenues with Sections in IEEE Regions 1-6 who are successful in increasing their membership. • In order to qualify for the incentive, a Section would have to at least maintain its higher-grade, full dues paying previous membership level for the current calendar year (using the August membership report as the reference base). • Qualifying Sections and Region 1 would receive $20 incentive funding for each higher grade member recruited in that Section during the period September 2010 - August 2011 above the previous year’s total higher grade membership. • “Migrating” members (i.e. members who moved from one region/section to another) would not count.

38. Member-Get-a-Member (MGM) Program

39. MGM Program Overview Member-Get-a-Member rewards current IEEE members for referring new members to join. Members receive $15 per higher grade member recruited. $2 per student member recruited HG members cannot earn awards on students recruited. Annual max award of $90 per member. Slide 39

40. MGM Program Overview Awards are assessed at the end of the membership year in September, and are sent to eligible recruiters in the form of a promotion code that can be used toward: membership renewal, IEEE products and services, a donation to the IEEE Foundation, IEEE merchandise site eCertificates. Slide 40

41. MGM Program Overview Pre-printed MGM Referral Cards in every member’s renewal or new member acknowledgement pack Potential for every member to hand out 4 cards to prospective members Downloadable, editable PDF online for members who need more Section awards Top 5 recruiters in each region receive an additional award for their section Top overall recruiter receives an additional section award Slide 41

42. New Members RecruitmentBest Practices

43. Slide 43 Recruitment Best Practices (1) Section/Chapter Meetings • Advertise Section and Chapter events effectively. Get your event covered in a local newspaper. If people see your advertisement, it may spark their interest in attending your event and joining IEEE. • Bring a friend or colleague to a Section or Chapter meeting. • Include membership recruitment reminders in Section and Chapter newsletters • Plan joint Section/Chapter activities with Student Branches for Spring and Fall. Highlight career discussion exchanges with students and also emphasize the importance of continued IEEE membership after graduation. • Demonstrate the capabilities of IEEE Xplore(R) at Chapter meetings • Visit the Section/Chapter Support site or the Unit Officer Training site for more information on Section management, Section newsletters, officer training and the dynamics of running an effective meeting

44. Slide 44 Recruitment Best Practices (2) Students and GOLD (Recent Graduates) • Initiate GOLD Affinity Groups in Sections to foster a greater "sense of belonging" to young professionals while also providing these members with leadership opportunities. • Contact graduating Students and invite them to a Section meeting. Form a committee comprised of members from various IEEE employers in the Section available to act as company liaisons or IEEE mentors for these new members. • Have your Section's SAMIEEE officer provide your outreach volunteers with the names of graduating students and new members to be contacted each month. • Contact a representative at a local college or university to announce special IEEE Student rates, networking or career growth opportunities.  • Sponsor a job fair or career workshop and invite graduating Student members where they can network and learn of the values of IEEE membership.

45. Slide 45 Recruitment Best Practices (3) Recruitment Promotions • Aggressively promote IEEE membership during technical conferences. Distribute IEEE membership applications to conference attendees or encourage them to apply online. • Use the half-year dues period as a peak recruitment time. This allows people to test IEEE membership for a smaller initial monetary outlay. New members pay half-year dues when they sign up from 1 March through 31 August. Services commence immediately upon joining and continue through December of that year. A member joining in March receives a bonus of 4 months of extra service above and beyond the six months they are paying for. • Announce and provide information on the Member-Get-A-Member and Student-Get-A-Student Programs at Section, Student Branch and Chapter meetings. • Use the Conference Membership Recruitment Program to offer a free Society membership to anyone who joins IEEE at a conference. This program runs from 1 September through 15 August. • Run programs concurrent with National Engineers Week (E-Week). IEEE Sections can sponsor exhibits, local science fairs and contests to promote this week-long technical event in February.

46. Slide 46 Recruitment Best Practices (4) Professional Setting • With company permission, post notices of IEEE activities on office bulletin boards and electronic communication. Submit articles on employee IEEE involvement and and show how this can reap benefits for the company as well. • Conduct a Professional Society Day and have a table exhibit of IEEE benefits and services such as IEEE continuing education courses and Standards committee participation. • Share positive IEEE experiences with your colleagues during professional meetings. This will show potential members what IEEE means to you. • Plan national engineering days and week-long celebration displays and exhibits for local schools and businesses.

47. Benefits of IEEE Membership Keeps you technically current Grows your professional network locally and internationally Access to in-person technical forums Members-only discounts—IEEE products, conferences, and insurance coverage Provides tools for career development and advancement Developing critical, non-technical skills to be more effective Opportunities to volunteer, and give back to society Special Interest Memberships Expands the scope and depth of your technical knowledge Extends your professional network Influence the direction and application of technology through standards development Promotes the entry into and retention of women in engineering programs IEEE—the Organization The world’s largest technical professional association, 375,000+ members Local activities in a global network World-renowned standards body Sponsors 400+ conferences annually Publisher of 1/3 of the world’s literature on electro-technology Making the world a better place 125 years of engineering the future Slide 47 IEEE Membership: Its benefits, its mission, the organization

48. Membership Reports MD Online Community SAMIEEE access Membership Development Manual Member benefits at a glance (One-page flyer) Recruitment programs and tools MD Kits – online order form Benefit Development Toolkit: Regions 7-10 Presentation templates IEEE membership statistics Membership Development Portal – www.ieee.org/md