1. 12-CRS-0106 REVISED 8 FEB 2013 2016 R10 Meeting Name: Michael Ong and Fanny Su 6 March 2016, Bangkok, Thailand 2016 Membership Development Training

2. 12-CRS-0106 REVISED 8 FEB 2013 Outline of Presentation Role of Section Membership Development Officer Section SWOT analysis IEEE Membership Cycle R10 Membership Development Activities Summary

3. 12-CRS-0106 REVISED 8 FEB 2013 Section Membership Development Officer Appointed by Section Chair Must be a proactive, motivated and enthusiastic volunteer ready to work hard on recruitment and recovery Provides voices of members to Section Excom Prepares an Membership Development plan and SWOT analysis together with Student and Young Professionals Volunteers Leads Senior Member elevation committee Aware of all MD resources and benefits Leverages available MD materials IEEE Membership Development website: http://www.ieee.org/md http://www.ieee.org/md

4. 12-CRS-0106 REVISED 8 FEB 2013 Increasing MD awareness at Section Level Ensure members are aware of IEEE membership recruitment Publicise IEEE membership to non-members Volunteers at Section level have local knowledge and can approach members and potential members directly Motivated and enthusiastic volunteers at Section level to increase retention and recruitment Get everyone in the Section to do this job. Utilise many resources, tools and programs available.

5. 12-CRS-0106 REVISED 8 FEB 2013 Research Your Section – Identify meetings and events – Perform SWOT Analysis – Focus on factors impacting member engagement and recruitment Generate a List of: – What is Happening? – When? – Where? – Who is responsible? Step 1: Learn About Your Section

6. 12-CRS-0106 REVISED 8 FEB 2013 Identify Meetings/Events vTools Meetings – meetings.vtools.ieee.orgmeetings.vtools.ieee.org IEEE Events and Conferences – www.ieee.org/conferenceswww.ieee.org/conferences Section Vitality Dashboard – has a tab for each of the above

7. 12-CRS-0106 REVISED 8 FEB 2013 Run Officer report in Vitality Dashboard Make contact about potential partnership opportunities – Upcoming meetings and events – Create new programs An absence of Affinity group(s) presents an opportunity Step 2: Identify Chapters and Affinity Groups

8. 12-CRS-0106 REVISED 8 FEB 2013 Main Objectives: – Get Excom buy-in for plan – Discuss past meetings/activities – Identify upcoming meetings/activities Use MD Planning Workbook to collect data Review or execute SWOT analysis Step 3: Meet with Section ExCom

9. 12-CRS-0106 REVISED 8 FEB 2013 Step 4: Generate Your Plan Map out a calendar of current activities Identify opportunities for engagement and recruitment Review the plan with your partners frequently

10. 12-CRS-0106 REVISED 8 FEB 2013 Step 5: Build Your Calendar Review what you are currently doing Use the meeting finders to build your calendar Identify meetings that present opportunities

11. 12-CRS-0106 REVISED 8 FEB 2013 SWOT Analysis - Strengths Suggestions include, but not limited to: – Review what the Section was doing last year – Have Membership Development added to your next Section Excom meeting as MD is a Section concern, not just the MD volunteer’s concern – What is the Section doing to increase member value? – Do you know what your members want out of their membership and is the Section delivering?

12. 12-CRS-0106 REVISED 8 FEB 2013 SWOT Analysis - Weaknesses Suggestions include, but not limited to: – Review what you were not doing last year – Have Membership Development added to your next Section Excom meeting as MD is a Section concern, not just the MD volunteer’s concern – What are you not doing that could increase member value? – Do you know what your members want out of their membership and is the Section delivering?

13. 12-CRS-0106 REVISED 8 FEB 2013 SWOT Analysis - Opportunities Suggestions include, but not limited to: – Take the Weaknesses and Threats and see if the Section can turn them into opportunities – Find out what meetings/events are going on in your Section and see if there is an opportunity for an MD presence. Sources for activities include:  Society events/meetings  Student Branch events/meetings  Other Technical Societies who may have synergies with IEEE

14. 12-CRS-0106 REVISED 8 FEB 2013 SWOT Analysis - Threats Suggestions include, but not limited to: – Economic downturn in the Section – Companies exiting the area – Member complacency – Volunteer complacency

15. 12-CRS-0106 REVISED 8 FEB 2013 IEEE Membership Cycle

16. 12-CRS-0106 REVISED 8 FEB 2013 Membership Development Prioritisation January through April - 85% effort in retention and arrears recovery - 15% effort in recruitment May through August - 90% effort in recruitment - 10% effort in arrears recovery September through December through August - 85% effort in recruitment - 15% effort in renewal monitoring

17. 12-CRS-0106 REVISED 8 FEB 2013 Retention and Recruitment Goals Retention and recruitment goals calculated from previous performances in past years Section potential to grow or stay stable in membership, assuming that every Sections will be able to improve a little bit from their previous results Special circumstances such as political stability, economic uncertainty, natural disasters, high unemployment, government regulations, and etc.

18. 12-CRS-0106 REVISED 8 FEB 2013 Section Action Plans from Past 3 Years Results Retention Retention TrendGoalCalculation 3 year declineStop the continuing decline2015 actual 2 year decline Stop the decline and show slight growthAverage of last two year's retention rate - 2014 and 2015 1 year declineReturn to prior year's retention2014 actual 3 years growth Continued growth, perhaps not sustainable at much higher rates Apply the average YoY gain for the last three years, to 2015 actual 2 years growth Continued growth, perhaps not sustainable at much higher rates Apply the average YoY gain for the last two years, to 2015 actual 1 year growthRepeat or maintain 2015 growthApply half of the YoY gain in 2015, to 2015 actual Up/Down/UpRepeat or maintain 2015 growth Apply half of the YoY gain in 2015, to 2015 actual. If less than 1% growth, apply full 2015 YoY gain. Down/Up/DownReturn to prior year growth2014 actual, or adjusted down based on historical All Adjust +/- for any anomalies such as unusually high growth or decline; keep retention goal under 5% growth

19. 12-CRS-0106 REVISED 8 FEB 2013 Section Action Plans from Past 3 Years Results Recruitment Recruitment TrendGoalCalculation 3 year decline Given 2015 results, make recruitment a focus and priority.1% YoY growth 2 year decline Make recruitment a focus and priority.1% YoY growth (minimum +1, for smaller Sections) 1 year decline Make recruitment a focus and priority.2% growth 3 years growth Continued growth, perhaps not sustainable at much higher ratesManual based on rate of growth 2 years growth Continued growth, perhaps not sustainable at much higher ratesManual based on rate of growth 1 year growthRepeat or maintain 2015 growthManual based on rate of growth Up/Down/UpRepeat or maintain 2015 growthManual based on rate of growth Down/Up/DownReturn to prior year growthManual based on rate of growth All Adjust +/- for any anomalies such as unusually high growth or decline. If goal is 10% or more growth, look at a 4 year average, and historical performance, to lower it, make more achievable.

20. 12-CRS-0106 REVISED 8 FEB 2013 Recruitment Goal

21. 12-CRS-0106 REVISED 8 FEB 2013 Retention Goal

22. 12-CRS-0106 REVISED 8 FEB 2013 Total Membership

23. 12-CRS-0106 REVISED 8 FEB 2013 Membership Report 2015 Membership cycle (ended 31 st August 2015) –Total membership = -0.2% (compared to -1.8% worldwide) –Higher grade = +1.4% –Student grade = -2.8% –Retention = 54.3% (99.5% to goal)Goal = 54.6% –Recruitment is 90.1% to goal –Reinstatement = 4748 Goal = 4350 14 Sections met recruitment goal and 22 Sections met retention goal 10 Sections met both goals Calendar year (as of 31 st January 2016) –Total membership = +0.6% (compared to -1.3% worldwide) –Higher grade = +3.0% –Student grade = -2.2% (GSM = -9.2%, UG student = 1.3%) –Retention = 39.3% Goal = 57.0% –Recruitment is 39.6% to goalTarget = 41605 –Reinstatement = 2365Goal = 5033

24. 12-CRS-0106 REVISED 8 FEB 2013 Membership Development 2016 Communications Communications to Section Chairs and Membership Development Officers –Monthly R10 Membership Development report. –Reminders to Sections 1. Welcome message to new members 2. Remind members for renewal 3. Recruitment of student members –Membership promotions and schemes. –R10 Membership Development Collabratec outreach (created Sep 2015). –Trends of Section memberships for membership and calendar years with support from Fanny and Ewell. –Encouragement at the ½ and ¾ stages of both membership and calendar years. –Commendations to Sections achieving recruitment and retention goals. Project Milestones leading to completion –Membership year (1 Sep 15 – 31 Aug 16) and calendar year. –5% growth in total membership.

25. 12-CRS-0106 REVISED 8 FEB 2013 Membership Development 2016 Increase and Retain Memberships, Elevation to Senior Member Section MD officer to propose strategies and activities –Membership recruitment. –Membership retention. –Elevation to Senior members. Measurements based on percentage of Student Members transferring to Member and the targets set by HQ in the membership development report. Project Milestones leading to completion –Section MD officer to submit their Section’s SWOT analysis and MD plan for 2016 by 15 th Apr 2016. –Measure of growth and retention at the end of membership cycle 31 st Aug 2016. –Measure of growth in Members elevating to Senior Member grade at 30 th Nov 2016.

26. 12-CRS-0106 REVISED 8 FEB 2013 Membership Development 2016 Joint Promotions and Road Shows Joint promotions and road shows to attract new members –Road shows at conferences/seminars to be jointly organised with local Sections. –Joint promotions with Business Development/Sales staff in slow growth countries (as identified in November 2015 membership trends). –Synergise with the ISB, IND, WIE, YP and student coordinators to target membership growth in their grants and activities 1. Distribute IEEE membership flyers to new members when they have seminars/workshops. 2. Insert a clause in the grant proposals as to how the planned event or programme can attract IEEE membership in their regions. How are they planning to attract new members to the event (e.g. discounts or IEEE membership benefits) and how they plan to engage and encourage recruitment of new members? 3. Make IEEE more visible (with IEEE membership recruitment banners and flyers). Project Milestones leading to completion –5% growth in total membership.

27. 12-CRS-0106 REVISED 8 FEB 2013 Summary Overall, Region 10 achieved good results in the areas of retention, reinstatement and senior membership elevation for the membership cycle in 2015. We have attained 99.5% to the retention goal, and our reinstatement and Senior Member elevation rates are the highest among the regions. We still have to work very hard on the recruitment of new members and control the wild fluctuation of student numbers. Membership is still on downward trend. Retention is the most important contributing factor to total membership. Senior Member elevation is also very important as SM has a strong sense of belonging and loyalty. Student elevation to full membership is also critical. Be sure to contact these members and remind them of IEEE benefits in their professional careers. Conferences and seminars are excellent places to promote IEEE membership and recruit new members. Collabratec network will be a good platform to link the Section Chairs and MD Officers together for the common goal of membership recruitment and retention, and also Senior Member elevation. We would be able to network, initiate discussions, share opinions and promote events such as Section outings and meetings.