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WELCOME AND INTRODUCTIONS. Loay Nazer. Chair Membership Officers’ Workshop Saudi Chapter. Simon Preston. Vice Chair Membership Officers’ Workshop London-Westminster Chapter. Pierre Marcel Blanchot. International Board Member Membership Officers’ Workshop Paris Chapter. Susannah White.

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Loay nazer l.jpg
Loay Nazer


Membership Officers’ Workshop

Saudi Chapter

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Simon Preston

Vice Chair

Membership Officers’ Workshop

London-Westminster Chapter

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Pierre Marcel Blanchot

International Board Member

Membership Officers’ Workshop

Paris Chapter

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Susannah White

YPO Staff

Membership Officers’ Workshop

Area Director, Pacific US Region

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Rahul Baswani

YPO Staff

Membership Officers’ Workshop

Area Director, Middle East &

Southern Asia

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Winnie Kwok

YPO Staff

Membership Officers’ Workshop

Area Director, Northern &

Southeast Asia

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Isabella Meijer

YPO Staff

Membership Officers’ Workshop

Membership & Marketing Director,


Objective l.jpg

To provide incoming Membership Chairs with the tools, knowledge and ideas to direct their chapter’s membership program

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Expectations for MOW


  • keep discussions on track

  • ensure everyone gets to be heard

  • manage time to keep MOW on schedule


  • ask questions

  • share ideas with fellow Membership Chairs

  • offer solutions

  • make new friends

  • create a plan to direct your chapter’s membership


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  • No mobile phones

  • We need to keep the program moving on time – will park issues

  • Raise your hand if we have not covered an issue that you think is important

  • HAVE FUN!!!

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Agenda – 5 May

14:00 – 14:10 Welcome and Introductions

14:10 – 14:30 How Does YPO Change the Lives of Those Who Change the World?

14:30 – 14:45 How Much Do You Know About YPO Membership? – Take the Quiz

14:45 – 15:00 Global Membership Picture

15:00 – 15:30 Future of Membership

15:30 – 15:45 BREAK

15:45 – 16:15 Role of the Membership Chairman

16:15 – 17:00 Breakout Session I: Chapter Diagnostics and Best Practices

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Agenda – 6 May

08:30 – 09:30 Review of Breakout Session I Results

09:30 – 10:15 Mike Lipkin – Motivational speaker

10:15 – 10:45 Recruiting: How to get them in

10:45 – 11:00 BREAK

11:00 – 11:30 Integration: How to keep them there

11:30 – 12:00 Networking

12:00 – 14:00 Working Lunch Breakout Session II: Chapter/Regional Goal Setting

14:00 – 14:30 New Member Orientation

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Agenda – 6 May (continued)

14:30 – 15:00 Value of International Events

15:00 – 15:30 Forum and Its Role with Membership

15:30 – 15:45 Membership Tools on MyYPO

15:45 – 16:15 Membership Application Nuts & Bolts

16:15 – 16:45 Best Practice: Membership Process

16:45 – 17:15 Presentation: Two chapters to present their chapter goals

17:15 – 17:30 Wrap up and closing comments

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Fred Uytengsu

International Chairman 2002-2003

Philippines Chapter

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Answers to the Quiz

  • International dues are $2,250 per year

  • Ray Hickok founded YPO in 1950

  • Better Leaders Through Education and Idea Exchange

  • 8,754 members as of 1 April 2003

  • YPO is in 70 countries around the world

  • There are 171 chapters in YPO

  • The new member voucher is $1,500

  • There were 45 YPO International events last year

  • 2920 YPOers attended international events last year

  • The MyYPO website receives an average 64,000 hits per day

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Only one King is a member of YPO


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Global Membership Picture

Strategic Vision for YPO Membership

  • Bolster health of existing chapters

  • Reorganize and consolidate existing weak chapters

  • Develop new chapters in areas with viable opportunities for YPO

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Global Membership Picture

Plan 50/50

To make YPO an organization with 50% of its members outside the United States by 2005

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Global Membership Picture

Current Membership Numbers

  • Total Members: 8,754*

    * As of 1 April 2003

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Global Membership Picture

Number of Chapters by Region – 171 total

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Global Membership Picture

Predicted 49er Attrition (2003-2008)

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Global Membership Picture

New Member Growth (1998-2003)

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Global Membership Picture

Current Number of Female Members by Region

440 members (5% of overall membership)

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Global Membership Picture

Age Distribution for All Members

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Global Membership Picture

Global Business Type Percentages

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Global Membership Picture

Global President Type Percentages

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Global Membership Picture

YPO Membership Anomalies and Opportunities

  • Southeastern US

  • 6 States

  • 1 Chapter

  • Los Angeles Area

  • 11 Chapters

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Global Membership Picture

YPO Membership Anomalies and Opportunities

Large geographic areas with limited membership representation

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Global Membership Picture

YPO Membership Anomalies and Opportunities


1 country

1 chapter

155 members

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Global Membership Picture

What is a Healthy Chapter?

  • Diverse, dynamic membership that is regularly replenished with new energy and ideas

  • Have “critical mass” necessary for stimulating interaction, member enrichment and financial self-sufficiency

  • Compelling and thought-provoking Education programming to keep members engaged

  • Integrated members through forum, networking and international events

  • Leadership committed to ensuring the future development of the Chapter

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Global Membership Picture

Chapter Minimum Standards (required)

  • Must have at least 16 members

  • Must have at least 2 member forums

  • Have a minimum of 4 meetings each year

  • Send one delegate to the YPO Leadership Congress

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Global Membership Picture

Chapter Minimum Standards (guidelines)

  • Send two representatives to the GLC for officer training

  • Must participate in regional events and governance

  • Must offer a forum experience to all members

  • Must have an annual plan and calendar

  • Must provide an updated chapter web site, including calendar of events

  • Chapter By-laws or other governance documents on file

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Global Membership Picture

Chapter Minimum Standards Implications:

Chapters who do not meet required standards are not

permitted to vote in the Leadership Congress.

















Rio Grande




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Global Membership Picture

Chapters with 25 or fewer members (41 chapters)







Big Sky






Dominican Republic




El Salvador


Israel Tel Aviv










Palm Beach



Porto Alegre


Rio Grande

Santa Barbara

Sao Paulo-Sul





Western Ontario

*fewer than 16 members as of 1 April 2003 (13 chapters)

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Global Membership Picture

What is a Healthy Chapter?

  • Does your chapter meet minimum standards?

  • Does size really matter?

  • What are you missing in your membership profile?

  • Are your members really integrated in the chapter and internationally?

  • Are your chapter officers working on an integrated plan?

  • What does the ideal chapter look like?

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Alex Cappello

International Chairman 2003-2004

Bel Air Chapter, Santa Monica Bay

Chapter, At Large Portugal, At

Large Russia

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Please locate your table assignment before you leave the room.

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Role of the Membership Chair

Primary Responsibility

  • To manage the chapter's membership process

  • To ensure that a diverse balance of current and prospective members who are committed to participating have continued access to membership in the chapter

  • To ensure the continued qualification of members

  • Provide new and existing members a complete YPO experience

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Role of the Membership Chair

Functional Activities

  • With chapter chairman, selects a committee to recruit, screen and recommend prospective candidates for membership

  • Presides at meetings of the membership committee

  • Identifies prospective members for the chapter

  • Ensures adequate numbers of qualified candidates are available to fill chapter membership vacancies to maintain a critical mass

  • Manages current members' attendance at all chapter functions

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Role of the Membership Chair

Functional Activities

  • With Development Officer, implements and conducts New Member Orientation Program

  • Ensure that new members and candidates and their spouses are introduced to chapter members when attending chapter meetings.

  • Processes membership transactions in accordance with YPO policy

    • Chapter Administrator

  • Identifies sponsors and ensures their ongoing involvement in the integration of new members.

  • Recommend chapter development strategies to the executive committee.

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Membership Committee

Committee responsibilities:

  • Helps to identify and recruit membership candidates

  • Reviews and makes recommendations on prospective members

  • Assists in integrating and orienting candidates and new members

    Committee may consist of:

  • Any chapter member

  • Representatives from each Forum

  • Current Chapter Chair and Education Chair

  • Past Chapter Leaders

  • Chapter Administrator?

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Chapter Diagnostics & Best Practices

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Breakout Session I

  • Based on the chapter health data, what are the 3 things I need to address in my year as Membership Chair?

  • Focusing on the concerns that were just addressed, what are the 2 best ideas in your chapter that can be of help to the colleagues sitting at your table?

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Breakout Session I:

  • Breakout groups are scattered around the room

  • Elect a Moderator for your group

  • 45 minutes for everyone to answer the questions on your table

  • Capture all of your Challenges and Solutions on the flip chart at your table

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Review of Breakout Session I:

Best ideas from yesterday

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Winners of the YPO Quiz

Nick Ng Pack – Hawaii (6 points)

Paul Crawford – South Australia (6 points)

Eric Katz – New England (6 points)

Esat Edin – Istanbul (7 points)

Alan Alpert – Los Angeles (8 points)

Robert Frances – Quebec (8 points)

David Heffernan – Emirates (8 points)

Hiten Khatau – Bombay (9 points)

Omar Maani – Jordan (9 points)

Ivan Nikkhoo – Malibu (10 points)

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Mike Lipkin

President of Environics/Lipkin

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How to Get Them in

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Rules of Recruiting

  • It’s a member-to-member interaction

  • Concentrate on global access first

  • After global, address local experience


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Key Messages

  • Better Leaders Through Education and Idea Exchange

  • Access to global CEO network

  • Promotes peer-to-peer

  • Targets the members as a whole

  • Networking

  • “Only in YPO” experiences

  • Educational Alliances

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Please locate your table assignment before you leave the room.

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How to Keep Them There

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  • Why do we lose members?

  • How do we keep them?

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Keys to Retention

  • Mental

    • Pride in membership

    • Knowledge of YPO product

    • YPO changes our lives

  • Physical

    • Local events

    • Forum

    • International events

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Two distinct types of members:

  • Don’t want to pay and are resigned

  • Pay, but don’t attend anything

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Buddy Teaster

YPO Staff

Chief Networking Officer

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Connecting Members with Members


Industry Groups

Interest Groups

YPO Marketplace

Action Networks

Focus Forums


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  • The network is YPO/WPO/YEO/WEO/CEO

  • Serving and connecting 17,000 “O” members

  • Low/no cost, high impact programs and opportunities

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Member to Member Exchange

  • Business

  • Personal support

  • Medical

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Business Networking

  • Industry and Action Networks

    • Industry/Action Network web pages and discussion groups

    • Industry/Action Network roundtable programs and conference calls

  • Meetings in Meetings

    • Comdex, USA

    • Consumer Electronics, USA

    • National Association of Home Builders

    • National Automobile Dealers Association

    • National Restaurant Association

    • Many more planned for FY 2004

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Focus Forums

Health-issue, Personal and Goal-based Networks

  • Monthly, moderated conference calls

    • Forum protocols provide safe haven for trust, confidentiality and code of conduct

    • Calls focused on sharing support, setting goals and hearing from issue experts

  • Web Pages and Confidential Discussion Databases

    • Focus Forums continue interaction through discussion databases established on MyYPO

  • In-person Seminars and Retreats

    • Face-to-face opportunities to share with peers

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Global Youth X-change

  • Program I - Semester “education exchange”

    • “O” children between ages 15 – 18

    • Semester begins January 2004

  • Program II - 4–8 week “internship exchange”

    • “O” children who have graduated from high school

    • Begins June 2004

  • Program III - Full-year academic program

    • First full year beginning August/September 2004

  • Program IV - Community service program

    • “O” young adults, 18 year and over

    • Begins June 2005.

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YPO Networking

Recruiting and Retention

Contacts through M2Mx and Networks

Connections to members with similar Interests

Low cost/high value opportunities

Access to member-offered products and services

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YPO Networking

I can do that in YPO?

YES, you can!

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Chapter/Regional Goal Setting

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Breakout Session II

Chapter and Region Goal Setting

  • This is in preparation for the Strategic Planning Session on Wednesday

  • Breakout groups will be scattered around the room

  • Please sit at your assigned table

  • If Board Member or YPO staff is unavailable, elect a Moderator for your group

  • Two hours for everyone to answer the questions on your table, and formulate a plan

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Best Practice from the Pacific US

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John Bendheim

Pacific US Region Chair

Bel Air Chapter

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New Member Orientation

  • Over 200 new members invited

  • 65 new members attended

  • 130 total attendance with spouses and experienced YPOers

  • Held in conjunction with Emmy Weekend

  • Pacific US Region budget covered expenses for Orientation

  • New members used voucher for evening party at Sony Studios

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Marco Van Embden

International Board Member

Cape Town Chapter

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More Products at More Price Points

60% below $2000

85% below $5000

# seats

< 3K



< 2K

< 4K

< 5K

< 7.5K

< 10K

< 20K

> 20K

cost of product

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Mark Scheinberg

International Forum Committee

Yankee Chapter

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Forum and Membership

A Perfect Fit

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Forum Protocol



Experience, not advice

How does Forum fit in?

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Network Methods:

Action Networks

Focus Forums

M2M Exchange

Forum Protocol



Experience, not advice

How does Forum fit in?

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Network Methods:

Action Networks

Focus Forums

M2M Exchange

Forum Methods:




Forum Protocol



Experience, not advice

How does Forum fit in?

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Forum Intimacy + Member Connectivity =

A New Vision of the Network’s Potential

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Forum Intimacy + Member Connectivity =

A Better Way to Sell YPO Through Networking

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For Discussion

  • How important is forum when you plan your year?

  • Is the Forum Officer integrated into your chapter executive committee?

  • How does forum contribute to your chapter’s health?

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How Can Forum Help?

  • Include the Forum Officer on the membership committee

  • Use forums to recruit members

  • Introduce prospective members to moderators

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How Can Forum Help?

  • Use forum exercises in prospective member meetings

  • Use forum moderators as the “ambassador committee”

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Forum and Membership

A Perfect Fit

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Membership Criteria

  • AGE – Must complete application process by 44th birthday

  • TITLE – Must hold full operational responsibility for a qualifying corporation or division. Individuals must hold a qualifying, including titles:

  • President

  • Chairman of the Board

  • Chief Executive Officer

  • Managing Director

  • Managing Partner

  • Publisher

  • Equivalent of any of the above

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Membership Criteria


  • The candidate must have at least 50 regular, full-time employees or the equivalent under his or her control.

  • OR

  • The total annual compensation of all employees, excluding the compensation of the candidate, must exceed US$1,000,000.

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Membership Criteria


    • Sales/Service/Manufacturing corporations - US$8,000,000 in gross annual sales or turnover.

    • Financial institutions - average annual assets of at least US$160,000,000.

    • Agency-type businesses - annual fees or commissions billed of at least US$6,000,000.

      •  OR

    • The corporation must have an enterprise value of US$10,000,000 as defined by one of the following:

      • Net worth or assets before depreciation

      • Independent third party investment/valuation

      • Sum of the company’s public equity value plus its debt less cash

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Peer Review Committee

  • All members required to meet Membership Requirements

  • Exceptions to Membership Requirements

    • Granted by the Peer Review Committee of the International Board

    • Committee charged with ensuring the Quality of Peers within membership

    • Committee comprised of

      • Chairman-elect

      • Chairman-elect-elect

      • Chairman of the Executive Committee

      • Chairman-elect of the Executive Committee

      • Region Chairman from the candidate’s location

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Peer Review Committee

Membership Exceptions

  • Age Exceptions

  • Title Exceptions

  • Company Complexity Exceptions

    Process for requesting waiver

  • Use of the preliminary application

  • Letter outlining reason for exception request

  • Committee action

  • Timeframe

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New Member Expectations

Chapter expectations

  • Dues and initiation fees

  • Attendance and participation in chapter activities

  • Forum participation

  • Member-to-Member Network (M2MX and IOS)

    International Expectations

  • Participation in full range of opportunities

  • Appropriate use of directory and website

  • Annual Membership Renewal Process

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Membership Renewal

  • What?

    Dues & Recertification

  • When?

    1 April – 1 July

  • How?

    Individual forms mailed & online

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Every member must recertify EVERY year

  • Every member must self-certify each year

  • 3rd party verification required every third year:

    • Independent = not on payroll

    • Annual Reports accepted

  • Exception: new members January-June 2003

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Hiten Khatau

Bombay Chapter

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Hiten Khatau

Chapter Chairman 2002 - 2003

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The Bombay Chapter has evolved robustly in its 24 year history

  • 1978-79 – Inception with 7-8 members

    – Grown to 98 members

    – Evolved from “forum” atmosphere to structured chapter

  • 1981 – 1st Area Conference

  • 1986 – YPO India University was rated one of the

    “10 Best YPO Events held till that date”

  • 1996 – 1st constitution developed - continuously updated for new best practices

  • Member involvement and commitment very high :

    – 80% in forums

    – Participation in YPO Governance at Regional and International level

    – Won various Chapter awards in last 5-6 years

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It is now in the prime stage of its life cycle

  • The Chapter health is ensured by selecting its membership based on:

  • – quality of individuals

  • – diversity of professions, cultures, gender

  • – balance of age profile

  • So how do we do it ?

Profile Plan






Member Integration

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Chapter Governance follows the classic YPO principles

Traditional Succession Ladder

Membership Committee



yr 5

Current membership chair



yr 4

  • Objectives

  • Continuity

  • Diversity

  • Quality

Immediate past

membership chair



from the


at large



yr 3


Chapter chair

yr 2




Forum chair



yr 1

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Maintain demographics



Profession (Family Business, Professional / MNC Executive, Entrepreneur)


Review profile on 3 year rolling basis

Goals for recruitment :

number = size

type = diversity

target = number graduating

profile balancing need

Pre-Interview stage


Post-Interview stage

The Process involves two fundamental steps



Chapter Membership

Profile Goal / Plan

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The entire Interview process is both meticulous and vigorous


  • Potential member

  • - identified by any member

  • - must be sponsored by a member

  • Prior to interview

  • - sent brief on YPO

  • - chapter customized Pro-forma CV

    • - qualifying criteria

    • - self certification

    • - fee structure

  • YEO members to resign prior to joining

  • Pro-forma CV evaluated by committee - YES/NO

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Interview Process continued . . . vigorous


  • Quorum: 4 members at each interview

  • Role:

  • - marketing YPO

  • - assess candidate

  • (i) various criteria

  • (ii) what he / she can offer YPO /Chapter

  • Brief on:

  • - YPO, products, IOS etc.

  • - chapter activity / plan

  • - expectations

  • - forum involvement

  • - miscellaneous

  • Decision: YES / NO

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Interview Process continued . . . vigorous


  • selection by consensus

  • constitution has formal voting process

 



  • sent offerletter

  • YPO international application form

  • Dues Invoice

  • Sponsor informed

  • 45 days to respond or offer withdrawn

  • Form checked by Admin.

  • Signed by Chapter & Membership Chair

  • Sent to YPO International for process

  • informed by letter

  • sponsor informed

  • “hold” if due to space, qualification can re-apply

  • other reason – can re-apply after 3 years

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The Chapter places special emphasis on post-selection member integration

On receipt of dues and documents

applicant immediately invited to all chapter events

Forum participation after membership registration completed by chapter and YPO International

Membership confirmed once all paperwork OK & YPO

International accepts

Formal introduction to chapter members at next event

Sponsor couple and membership chair to mentor new members to attend events, integrate into chapter

Forum Chairman to encourage both member and

spouse to join a forum

Education Chairman to encourage new members to give vote of thanks / day chair

New Members must attend 70% of the events in their 1st year of joining

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More emphasis on demographics needed integration

Target size needs pre-planning

Recruitment to emphasize size and demographics

Importance of the CV form

Don’t invite potentials to events prematurely

No cocktails prior to interview

“Old boys club” syndrome

Resisting lobbying and peer pressure for new members from existing members

Delivering rejections to peers / friends

Improving demographics particularly gender ratio

Building a strong quality membership has its lessons and challenges



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“ In the Bombay integration

Chapter we believe

in constantly

striving at new ways

to improve our

Membership profile”

Summary and Conclusion

Have current

chapter demographic






& Improve

Face pressure-

do not compromise

profile quality

Have formal

Recruitment process

Member integration

equally vital

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PRESENTATION: integration

Two chapters to present chapter goals and any coordinated region plans