IEEE Membership Development Conference Call / Web Cast

1. IEEE Membership Development Conference Call / Web Cast 19 September 2009 Lee StognerChair, IEEE Membership Recruitment and Recovery Committeel.stogner@ieee.org Cathy DownerMGA Staff - Membership Development c.downer@ieee.org

2. Preview Topics Associate Membership: Hidden Asset for the IEEE Business Cycle Spotlight MD Kit Mailing Membership Statistics & Goals Update August 2009 Updates / Wrap-Up / Direction Open Floor Q&A Subject Appendix: SAMIEEE and Arrears Recovery, Step by Step Membership Development Web Cast Slide 2 Today’s Edition … Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org

3. Membership Development Web Cast Lee Stogner Chair, MRRC Slide 3 Today’s Speakers … Jaime Moesch Director, Member Strategy Cathy Downer MD Manager Zak Cohen Region 6 MD Chair Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org

4. Membership Development Web Cast Slide 4 Web Cast Notes Webcast presentation available on MD virtual community at https://www.ieeecommunities.org/ieee.md.net in the files section 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 webcast 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 Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org

5. Membership Development Web Cast Slide 5 Web Cast Attendance Roll Call Use the Chat box. Please type in your name/ title/location Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org

6. Membership Development Webcast Slide 6 Preview Topic Associate Members: Hidden Asset for the IEEE Zachary Cohen Region 6 Membership Development Chair zcohen@ieee.org

7. Membership Development Web Cast Slide 7 Why Do We Care? • Increase our membership • Not fight over the same group year after year • Increases our financial bottom line • Increase our volunteer pool • Have more people available for open positions • Add a new perspective • Political Influence of a varied membership Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org

8. Membership Development Web Cast Slide 8 What is an Associate Member? • A technical or non-technical applicant who does not meet the qualifications for Member grade, but who would benefit through membership and participation in the IEEE • Those who are progressing, through continuing education and work experience, towards the qualifications for Member grade Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org

9. Membership Development Web Cast Slide 9 What Is A Full Member? Either: (a) An individual who shall have received a three-to-five year university-level or higher degree (i) from an accredited institution or program and (ii) in an IEEE-designated field (b) An individual who shall have received a three-to-five year university-level or higher degree from an accredited institution or program and who has at least three years of professional work experience engaged in teaching, creating, developing, practicing or managing in IEEE-designated fields (c) An individual who, through at least six years of professional work experience, has demonstrated competence in teaching, creating, developing, practicing or managing within IEEE-designated fields Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org

10. Membership Development Web Cast Slide 10 Upgrade To Member • A candidate must be regularly employed in IEEE-designated fields with a combination of education and work experience for at least six years and has demonstrated competence in work of a professional character • The designated fields are: Engineering, Computer sciences and information technology, Physical sciences, Biological and medical sciences, Mathematics, Technical communications, education, management, law and policy • Educational experience is credited as follows: three years for a baccalaureate degree in an IEEE-designated field; four years if you hold a baccalaureate and masters degree; and five years if you hold a doctorate Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org

11. Membership Development Web Cast Slide 11 Upgrade To Member • Case 1. An applicant/nominee has no degree and has worked for many years in the electric industry as a technician. Six years ago, he/she accepted an engineering level position and has continued with it since that time. Result: Approved • Case 2. An applicant/nominee has one or more degrees that are not in an IEEE-designated field but has worked for the past six years of professional character in an IEEE-designated field. Result: Approved • Case 3. An applicant/nominee is an executive who, for at least six years, has had under his/her direction important technical, engineering, or research work in IEEE-designated fields. Result: Approved Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org

12. Membership Development Web Cast Slide 12 Associate Members • Are entitled to attend meetings • Can vote only on matters presented to groups of members (such as Societies and Sections) • Can be appointed to committees with the right to vote when specifically approved by the Board of Directors Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org

13. Membership Development Web Cast Slide 13 Quick Assessment Target people who: • Have less than 6 years in the industry • Are not in an IEEE designated field • Want to be associated with an internationally known professional organization (IEEE) Energetic go-getters Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org

14. Membership Development Web Cast Slide 14 Who Are These People? • Sales personnel – Can help with recruiting, advertising, fund raising, etc. We can help them meet people and learn the industry • General management – Can run committees, help organize/run events Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org

15. Membership Development Web Cast Slide 15 Who Are These People? • Office Personnel and Office Managers – Want to get ahead and learn from technical people. • We can set up technical training programs which can be used for meeting credit or PACE events • Advertising people – Can help in recruiting, advertising, etc. Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org

16. Membership Development Web Cast Slide 16 Who Are These People? • Senior Executives – CFOs and CEOs who have come up through non-technical paths can help us with fund raising, advertising, free meeting spaces, Speakers, etc. • Politicians – ‘Nuff said • Any ideas? Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org

17. Membership Development Web Cast Slide 17 Who Should be Approached? • Target technical department heads • They will pull in their engineers • They may provide intangibles • Former engineering students who have changed fields • Technical people without EE degrees Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org

18. Membership Development Web Cast Slide 18 Keep Them! • Associate members should be challenged with positions of responsibility • Associate members should have technical training available and help with job searches • Associate members should be helped to upgrade if desired • Associate members must be retained Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org

19. Membership Development Web Cast Slide 19 Summary • We started out 125 years ago with only electrical and broadcast engineers. We have added other technical engineers over the years. Now is the time to add other individuals that will further our mission and vision The IEEE vision is to advance global prosperity by fostering technological innovation, enabling members' careers and promoting community worldwide Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org

20. Membership Development Web Cast Slide 20 Thank you ! zcohen@ieee.org Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org

21. Membership Development Webcast Slide 21 Business Cycle Spotlight MD Kit Mailing Presented by: Cathy Downer Membership Development Manager c.downer@ieee.org 19 September 2009

22. Membership Development Web Cast Slide 22 MD Kit Mailing: Where they went • Section MD, Society MD and Student Branch officers – if no section MD officer, went to Section Chair • 2153 kits sent out worldwide • 1st Group: International student kits mailed first, followed by domestic (U.S. & Canada) student kits • 2nd Group: International higher grade kits mailed, followed by domestic (U.S. & Canada) higher grade kits • Kits separated by • Grade (student and higher grade) • Size of kit based on entity’s membership: small, medium and large • Regions 1-6, 7, 8-10 Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org

23. Membership Development Web Cast Slide 23 MD Kits: What is New? • Updated MD Manual • Appendix pulls out templates, SAMIEEE Tutorial & Dashboard, MD Org Chart & Contacts, Resources & Links • Includes First Year Member Experience content with Best Practices Checklist • Input from MD Volunteers to Calendar & Monthly Checklist • Updated Member Benefits listing • First Year Package containing information sheet with cards & envelopes • Promotional items • vTools & Top 40 Electronic Resources product sheets Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org

24. Membership Development Web Cast Slide 24 MD Kit Professional Grade Contents • Updated MD Manual • 2010 Membership Recruitment brochure • 2010 Membership Application Pad • MGM Brochure and MGM Cards • Promotional Poster for IEEE membership • Promotional items • IEEE Product Sheets (IEEE.tv, memberNet, Mentoring Connection, myIEEE) • STEP Manual • First Year Package with Cards • Additional IEEE information: vTools & Top 40 Electronic Resources Product Sheets, Society flyers, IEEE Humanitarian Brochure Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org

25. Membership Development Web Cast Slide 25 MD Kit Student Grade Contents • Updated Student MD Manual • 2010 Membership Recruitment brochure • MGM Brochure and MGM Cards • Promotional Poster for IEEE membership • Promotional items • IEEE Product Sheets (IEEE.tv, memberNet, myIEEE) • STEP Manual • Student Competition flyers (IEEE Xtreme, IEEE Change the World) • Additional IEEE information: IEEE Education flyer, Computer Society flyer, IEEE Humanitarian Brochure Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org

26. Membership Development Web Cast Slide 26 Thank you ! c.downer@ieee.org Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org

27. Membership Development Webcast Slide 27 Membership Statistics & Goals Update August 2009 Presented by: Jamie Moesch Director, Member Strategy j.moesch@ieee.org

28. Membership Development Web Cast Slide 28 August 2009 Snapshot Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org

29. Membership Development Web Cast Slide 29 2009 Membership Retention Goals & Progress • Thank you to the MD team for its focus on retention – it made a difference Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org

30. Membership Development Web Cast Slide 30 Year-over-Year Monthly Growth – Total Membership 367,613 Up 3.5% from prior month Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org

31. Membership Development Web Cast Slide 31 Year-over-Year Monthly Growth – Higher-Grade Membership (including GSM) Now recognizing August student elevations in August statistics reporting (rather than December) Will create short-term anomaly in year-over-year reporting August through November All to be reconciled in December, for 2009 and annually thereafter Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org

32. Membership Development Web Cast Slide 32 Year-over-Year Monthly Growth – Student-Grade Membership (including GSM) Now recognizing August student elevations in August statistics reporting (rather than December) Will create short-term anomaly in year-over-year reporting August through November All to be reconciled in December, for 2009 and annually thereafter Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org

33. Membership Development Web Cast Slide 33 Active Membership by Region Now recognizing August student elevations in August statistics reporting (rather than December). Short-term anomaly in year-over-year reporting of higher-grade and student membership August through November Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org

34. Membership Development Web Cast Slide 34 Year-over-Year Society Membership Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org

35. Membership Development Web Cast Slide 35 Year-over-Year Society Membership, Detail (cont.) Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org

36. Membership Development Web Cast Slide 36 Year-over-Year Society Membership, Detail (cont.) Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org

37. Membership Development Web Cast Slide 37 Year-over-Year Society Membership, Detail (cont.) Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org

38. Membership Development Web Cast Slide 38 Year-End Projection, as of July … 394, 750 ( if we maintain our present month’s, year-over-year gains ) • Forecasting in the range of 390,00 – 392,500 • Anticipate declines in year-over-year reinstatement performance • Not seeing a pick-up yet in HG recruitment • Prior all-time record for total IEEE membership: 382,483 Recruitment is now the primary growth-driver of membership for the balance of 2009 Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org

39. Membership Development Web Cast Slide 39 Update: Upgraded Methodology for Calculating Retention … “Unique-Matching” of Membership Records Unique-matching compares unique member records at the beginning and conclusion of the membership year, 16 August through 15 August. Impact: The unique-matching methodology will not materially impact long-term trending for total membership retention rates.  One-year, downward correction in the higher-grade retention rate (in total, by about 1.0%); correction accounts for the August student elevations now being included in the higher-grade renewal opportunity for the subsequent membership year.  One-year, upward correction in the total student retention rate.  Corrections will fluctuate among IEEE’s Regions; influenced by the proportion of student members (and their August ‘09 elevations) to the total membership of each Region. Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org

40. Membership Development Web Cast Slide 40 In Closing … MD Monthly Newsletter – Analysis & Direction To subscribe to receive the ‘MD Monthly’ newsletter via e-mail: Send and e-mail message to listserv@listserv.ieee.org with a blank subject line. In the body of the message, type in: Subscribe MD-ALERT-ALL Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org

41. Membership Development Web Cast Slide 41 Thank you ! Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org

42. Membership Development Webcast Slide 42 Updates & Reminders / Direction Presented by: Lee Stogner Chair, IEEE MRRC

43. Membership Development Web Cast Slide 43 Wrap Up / Direction – MD Prioritization • January through April • 85% effort - Retention / Arrears Recovery • 15% effort - Recruitment • May through August • 15% effort - Arrears Recovery • 85% effort - Recruitment • September through December • 85% Recruitment • 15% Renewal monitoring All the while … MD Staff support: • Retention / arrears recovery campaigns, electronic and print (through August) • Recruitment / incomplete applications / reinstatement campaigns (monthly) • Recruitment / authors outreach (May timeframe) Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org

44. Membership Development Web Cast Slide 44 2010 Membership Year Renewal / Recovery Schedule Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org

45. Membership Development Web Cast Slide 45 First-Year Member Strategy & Engagement • How can we … • Improve the personal outreach to new members ? • Recognize new members in our local communications and newsletters ? • Offer special recognition or events for new members ? Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org

46. Membership Development Web Cast Slide 46 Global Student Competition Update • IEEEXtreme • Registration is Open, www.ieee.org/xtreme • Over 240 teams registered in the first two weeks. (already 100 more teams than last year.) • Help promote the competition. Print-on-Demand Flyers, Posters, and Web Banners are available at http://www.ieee.org/web/volunteers/membership_dev/competitions.html • Presidents’ Change the World • New website and submission form to be launched the week of 21 September. • Print-on-Demand material coming soon. Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org

47. Membership Development Web Cast OCT Society Membership Initiative (follow-up update) Rangachar Kasturi, Past President, IEEE Computer Society NOV Conference Member Recruitment Program DEC XXX Slide 47 Future MD Webcast Topics & Speakers – Tentative Schedule Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org

48. Membership Development Web Cast Slide 48 Wrap Up / Direction – Next Webcast Saturday, 17 October 2009 Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org

49. Membership Development Web Cast Slide 49 Thank you ! Web Cast Etiquette: Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org

50. Membership Development Webcast Slide 50 Open Floor Q&A