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Outreach Action Planning

Outreach Action Planning. “Merging Membership and Public Relations Plans”. New NARFE Approach to Data Management and Recruiting/Prospecting. Online Action Module (OAM) Changes. Real time update, available to chapters, federations and HQ.

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Outreach Action Planning

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  1. Outreach Action Planning “Merging Membership and Public Relations Plans”

  2. New NARFE Approach toData Management and Recruiting/Prospecting

  3. Online Action Module (OAM) Changes • Real time update, available to chapters, federations and HQ. • Includes current members, lapsed members and Prospects • Selected local officers can make corrections and updates

  4. Recruiting & Retention JournalMay 2013

  5. President Beaudoin’s Letter • Beaudoin’s Letter • Copies sent around. • To “Dear Federal Colleague” • Describes NARFE status as 501c(5) and not a union. • Describes NARFE mission and legislative efforts. • Talks about GSA Reg 1-2-71.20, please let NARFE into your facility.

  6. NARFE Recruitment and Prospecting Kit • Developed to: • Streamline materials • Focus event presentations • Encourage collection of Prospect Information Cards (M-2) and their return to HQ.

  7. Event Materials • Limit orders to: • Membership Brochure (F-135) • NARFE Magazine • Prospect Information Cards (M-2) • Elevator Speech Thru OAM (Member Recruitment) • Be able to talk both NARFE and e-NARFE http://www.narfe.org/enarfe/home/index.cfm

  8. What’s an M-2?

  9. Once the completed M-2 received at HQ, • Entered into database • Shows as “Prospect” at all levels • NARFE sends Prospect a series of letters and e-mails designed to help recruit to NARFE or e-NARFE. • Chapter/Recruiter gets credit +, if (M-2) has a filled out “Recruiter #” • Chapter can also follow-up

  10. Once the completed M-2 appears as Prospect on the OAM • Be aware of what NARFE is sending them • Chapter can follow up by… • “Working the prospect over several months • Phone call • Letter from the chapter • E-mail • Invitation to chapter meetings or special function (buy lunch?)

  11. Why Public Relations? • Increase general awareness and appreciation of NARFE • Support NARFE Legislative goals (PAH) • Support NARFE and chapter recruiting efforts

  12. Public RelationsCommunity and Special Events • Health Fairs • Other Agency events, or NARFE tables • Postal and other union conventions • Pre-Retirement Seminars and other Training • Community-wide events

  13. Public Relations Working with media Routine releases, such as meeting info Letters to editor (PAH and other) Schedule someone to write. Resources and examples available. Articles on interesting members or unusual activities

  14. Public Relations Matching Funds • WSFC Public Affairs will pay up to 50% for (pre-approved) expenses. • If pre-approved by WSFC President, we can ask HQ for up to 50% of expenses

  15. Approved items (at both WSFC and NARFE) are limited to: • Advertising in selected local pubs with high retiree/AFE readership • Booth space rental for NARFE display • Room Rental for special awareness events • More………

  16. Approved items (at both WSFC & NARFE) are limited to: (2) • Limited purchase of NARFE related presentation items (WSFC will order) • Reproduction, stationery & postage associated with external PR activities • Food or snacks for prospective, not current, NARFE members at recruiting events.

  17. Planning Guidance F-10 – Chapter and Federation Officers Manual, Appendix C (Updated 3/13) “Membership Action Plan”

  18. Membership Action PlanGoals • Recruit New Members • Retain Current Members • Increase Meeting Attendance • Involve maximum number of members involved in achieving specific actions • Maintain a record of actions, prepare a budget and account for expenditures • Prepare status report for meetings and newsletters

  19. Backward Planning • Who should take part in the planning? • How far ahead should we plan? • What are our goals? • What do we need to get the task done? • Where do we find tips/guidance for coming events/actions?

  20. Who should take part in the planning? • Chapter Leadership (Pres, VP, Treasurer) • Chapter Membership Chair/Team • Chapter Public Relations Chair

  21. How far ahead should we plan? • Yearly? • Quarterly? • By Event?

  22. What do we need to complete the task? - People - Material - Training - Coordination with others - Permissions

  23. Where can we find tips and guidance for coming events/actions? • Federation Reporter • NARFE Magazine • Recruiting & Retention Journal • Headquarters and Federation Messages • www.NARFE.ORG and http://www.narfewa.net/ Web sites • Agency communications • Local Media

  24. Gentlemen, Ladies START YOUR PLANNING!

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