The Transformation of Regional Activities to Member and Geographic Activities Strategic Overview August 2007 IEEE Member and Geographic Activities IEEE Member and Geographic Activities ember & Geographic Activities Board M

IEEE Member & Geographic Activities Objectives of Presentation IEEE Member & Geographic Activities Objectives of Presentation Provide a Strategic View of the Member and Geographic Activities Board Provide overview of Transformation

Vision Ensure Quality Member Opportunities Through Continuous Engagement Mission I nspire, E nable, E mpower and E ngage Members of IEEE IEEE Member & Geographic Activities Paradigm – Vision, Mission, and Goals IEEE Member & Geographic Activities Paradigm – Vision, Mission, and Goals Principles The Member is IEEE and IEEE is the member. Members shape IEEE's future. Members collaborate to create IEEE's future. IEEE enhances members' future.

IEEE Member & Geographic Activities Paradigm – Goals IEEE Member & Geographic Activities Paradigm – Goals Increase member engagement. Improve relationships with and between members. Increase operational efficiency and effectiveness. Improve staff job satisfaction. Enhance collaboration with other business units. Increase membership.

IEEE Member & Geographic Activities Paradigm – Strategies IEEE Member & Geographic Activities Paradigm – Strategies Increase the value of IEEE membership. Utilize member life cycle concept. Provide a simple, consistent interface to members and prospective members. Track member involvement and development. Make the process of joining and maintaining membership simple and straightforward. Facilitate member collaboration. Become more transnational in look, feel and language. Strengthen the relevancy of IEEE membership to industry.

IEEE Member & Geographic Activities Strategy and Scope IEEE Member & Geographic Activities Strategy and Scope Ensure Quality Member Opportunities Through Continuous Engagement I nspire, E nable, E mpower and E ngage Members of IEEE The member is IEEE and IEEE is the member. Members shape IEEE's future. Members collaborate to create IEEE's future. IEEE enhances members' future. Increase member engagement. Improve relationships with and between members. Increase operational efficiency and effectiveness. Enhance collaboration with other business units. Increase membership. Increase the value of IEEE membership. Utilize member life cycle concept. Provide a simple, consistent interface to members and prospective members. Track member involvement and development. Make the process of joining and maintaining membership simple and straightforward. Facilitate member collaboration. Become more transnational in look, feel and language. Strengthen the relevancy of IEEE membership to industry. Strategic Positioning Vision Mission Principles Goals Strategies Scope Member strategy: Research and data driven insight Strategic direction Benefits Pricing guidelines Products/service offerings Member development: Membership sales strategy, planning and execution management (recruiting, renewal, recovery) Affinity management Member lifecycle management Member operations: Call center/tech support Applications processing Member-specific product/service development and management: Community (MyIEEE, spam blocker/ alias, online member directory, Institute) Benefits (Financial Advantage) Knowledge (IEEETV, Potentials) Professional (Career services) Geo-unit management

IEEE Member & Geographic Activities Points of Vision IEEE Member & Geographic Activities Points of Vision The member and IEEE are inseparable. Engage the member and manage throughout the member’s life cycle. The member is first among equals of the Technology and the Public Imperative. The Geographic Unit is where the member lives and works and forms the “first family” of the Institute.

IEEE Member & Geographic Activities Structure IEEE Member & Geographic Activities Structure Member Strategy and Operations MGA Operations

RA ( 1) VP Regional Activities (10) Region Delegate Directors ( 4) Vice Chairs Primary Focus: Geographic Units Operation to Serve the Volunteer, Member, Students, Profession, Public MGA ( 1) VP MGA (10) Region Delegate Directors ( 4) Vice Chairs Primary Focus: Help the member grow and develop for themselves, for the Institute and to serve the common good throughout their life cycle and their various roles. The Geographic Unit operation is one of the primary means to these ends. IEEE Member & Geographic Activities Before – and – After Targets IEEE Member & Geographic Activities Before – and – After Targets

IEEE Member and Geographic Activities Member and Geographic Activities Team IEEE Member and Geographic Activities Member and Geographic Activities Team

MGA Board –Develop and Implement Policy (Board, Committees, Staff, Interfaces…) –Perform Governance and Oversight with Vision MGA Committees and Staff –Partnership – Design, Development, and Implementation –Shared Responsibility Policy (Values and Principles) Driven Operational Activities (Volunteers and Staff) IEEE Member & Geographic Activities Assumptions – Division of Labor IEEE Member & Geographic Activities Assumptions – Division of Labor

Time Frame 2-4 years. Bi-annual review and assessment. Charter and objectives linked to MGA Strategy. Minimize bureaucracy through cooperation, collaboration, cross functional objectives … Reinforce MGA Vision … –member engagement and member life cycle –grow the member where they live … work… volunteer … dream … play IEEE Member & Geographic Activities Standing Committees – General Characteristics IEEE Member & Geographic Activities Standing Committees – General Characteristics

MGA VP Ad Hoc Committees Interface Management MGA Managing Director Immediate Past MGA VP IEEE Member & Geographic Activities Office of MGA VP IEEE Member & Geographic Activities Office of MGA VP

FinCom / OpCom Directors Regions 1-10 MGA VCs (4) MGA Secretary MGA Treasurer Standing Committees Immediate Past VP MGA VP Ad Hoc Committees IEEE Member & Geographic Activities MGA Board Structure IEEE Member & Geographic Activities MGA Board Structure Sub - Committees

The member and IEEE are inseparable Engage the member and manage throughout the member’s life cycle The member is first among equals t Member Contribution IEEE Member & Geographic Activities Begin Today … Member Focus IEEE Member & Geographic Activities Begin Today … Member Focus ember & Geographic Activities Board M