1. Membership & Roster Maintenance Officers Training Workshop September 2012 Kevin Shanahan 1

2. Agenda 1.Membership Promotion 2.Roster Maintenance 3.Questions 2

3. Participating Memberships continue to show steady growth 3

4. Maximizing Stakeholder participation to reflect the market This will add to high quality standards and market buy-in. 4

5. Benefits of Membership Promotion Increases technical expertise in a certain area Helps maintain a balance of interests Supports development of new activity Increases international participation Introduces new stakeholders to the ASTM process Promotes awareness of ASTMs mission 5

6. Determine Focus of Campaign New Work Items Task Group Activity Significant revision to an existing standard Input from Staff Managers and Committee Officers 6

7. Audience for Distribution Mailing Lists List Swaps with Trade Associations Conference Attendees Symposia Attendees Meeting Visitors Personal Invitations 7

8. Formats for Promotional Material Fact Sheets Ecards Invitation Letters 8

9. Additional Strategies MoU Promotions International Partnerships Student Members One-on-One Engagement Invite a Colleague 9

10. Team Resources Staff Manager Member Promotion Manager Marketing Department Art Department Corporate Communications 10

11. Technology The most effective delivery takes place if efforts are in both formats: Hard copy More convenient for some companies Electronic Easy and convenient Instant delivery 11

12. Introduction to Roster Maintenance Used by membership secretaries and subcommittee chairs Used for assigning classification and voting privileges to new members and members that change employment Used for maintaining balance as the roster changes Used for creating membership reports for meetings 12

13. Roster Maintenance 13

14. View Pending Members 14

15. Sample New Member Application Notice 15

16. View Pending Members 16

17. Notification to Member 17

18. Pull-down Menu of Membership Report Options 18

19. Roster by Individual 19

20. Producer Wait List 20

21. Balance Report 21

22. Membership Report Provides Information within Date Ranges 22

23. Excel Roster to Sort Information 23

24. Meeting Attendance Roster 24

25. Process for Handling New Member Applications 25

26. Member Application 26

27. Classification and Voting Status Classified Committee – review of company and major product or service provided Would the member be considered a producer, user, (consumer only on some committees), or a general interest according to the scope of the committee? Review of roster Is there a member from this same voting interest already on the committee with a vote? 27

28. Balance of Interest Producer User & General Interest ASTM Classified Technical Committees are balanced. No excess influence by any interest group 28

29. Producer Vote Wait Lists Created when the number of potential voting producers is greater than the number of voting user and general interest members combined. Producers are removed from the wait list and given votes when New user and general interest members are added as voting members Other producer members resign 29

30. Methods: Approving Applications Executive Subcommittee meetings Ballot of Executive Subcommittee Authority granted by Executive Subcommittee to Membership Secretary to approve applications between meetings Action is subsequently reviewed 30

31. Website Tools Membership Orientation Invitation to a Colleague Membership Types & Benefits Renewing via Website Value of Membership Video 31

32. Information Tools for Members 32

33. Questions Kevin Shanahankshanahan@astm.orgkshanahan@astm.org 33