IEEE Membership Development Conference Call / Web Cast Lee Stogner Chair, IEEE Membership Recruitment and Recovery Committee Cathy Downer MGA Staff - Membership Development 21 February 2009

Preview Topic: The Value of Membership in Tough Economic Times Membership Statistics & Goals Update Business Cycle Spotlight: Wrap-Up / Direction Open Floor Q&A Subject Appendix Today’s Discussion… Membership Development Web Cast Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance: Slide 2

Webcast presentation available on MD virtual community at in the files section Attendee lines are muted, except for speakers. Late attendees are reminded to mute your phone using *6 Please ask topical questions using the chat box For technical-assistance, to any time during 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 Notes Slide 3Membership Development Web Cast Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance:

Slide 4Membership Development Web Cast Web Cast Attendance Roll Call Use the Chat box. Please type in your name/ title/location Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance:

Preview Topic: The Value of Membership in Tough Economic Times Membership Development Webcast Presented by: Diane Bowen Collier, PMP Employment and Career Services Committee, IEEE 21 February 2009 Slide 5

In a world economy where bad news fills headlines, many members may be asking themselves: “Why maintain my membership in IEEE when there are so many demands on my resources?” “What does IEEE provide to improve my situation?” Membership Development Web Cast Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance: Slide 6

Answer, IEEE offers: Employment and Career Services Education Networking Opportunities And more… Membership Development Web Cast Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance: Slide 7

Employment and Career Services Slide 8Membership Development Web Cast Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance: One stop shopping for Career and Employment Services – – Filters available for career life cycle – Filters available for benefit categories

Employment and Career Services Slide 9Membership Development Web Cast Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance: IEEE Job Site –  Post Resume  Resume builder  Employer Search  Job Posting Alerts  Collects 5 Million Job Leads from 160,000 Websites  Powerful Search Engine

Slide 10Membership Development Web Cast Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance: Employment and Career Services  Career Navigator –  Employment Assistance  Career Development  Consulting  Products & Services

Employment and Career Services Slide 11Membership Development Web Cast Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance: Webinars –  Resume Writing Skills  Networking/Online Social Networking  Interviewing Skills  Innovation  Entrepreneurship

Employment and Career Services Slide 12Membership Development Web Cast Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance: Regional Coordinators – Available to provide work shops on: Resume Writing Skills Networking Interviewing Skills Innovation Styles Entrepreneurship Project Management Virtual Communities

Education Slide 13Membership Development Web Cast Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance: Societies provide a variety of venues for building skills – Conferences (reduced rates for members) – Seminars – Publications – Meetings Local Sections also provide training

Networking Slide 14Membership Development Web Cast Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance: IEEE is a worldwide network Volunteer opportunities – Meet local industry leaders – Create opportunities for individuals to know your capabilities – Grow your network – Give to your community Consultants Network

Networking Entrepreneurs Village – –On Line Community –On Line Mentoring  Business Knowledge  Marketing  Venture Capital  Legal Issues –On Line Resources –On Line Chats Membership Development Web Cast Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature.Technical assistance:

And more.... Reduced dues for unemployed and retired members IEEE alias – maintain contacts even when your provider or job changes Membership Development Web Cast Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature.Technical

Thank you ! Questions ? Slide 17Membership Development Web Cast Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance: Diane Bowen Collier, PMP

Prepared by: John Day IEEE Member & Geographic Activities Membership Development WebcastSlide 18 Membership Statistics & Goals Update: January 2009

Slide 19Membership Development Web Cast Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance: Congratulations! Mission 2008 Results – 382,400 members! (87 members shy of record)

Slide 20Membership Development Web Cast Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance: January Year-over-Year Monthly Growth – Total Membership 391,560 Up 2.4% from December

Slide 21Membership Development Web Cast Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance: January Year-over-Year Monthly Growth – Higher-Grade Membership 300,420 Up 1.1% from December

Slide 22Membership Development Web Cast Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance: January Year-over-Year Monthly Growth – Student Membership 91,140 Up 6.9% from December

Active Membership by Region – January 2009 Slide 23Membership Development Web Cast Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance: Beginning in Jan 2009, break-out of student membership Net Gain Total Gain

January Year-over-Year Society Membership Membership Development Web Cast Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance: Slide 24 In total, aggregate of 38 Societies: (7,561) memberships Beneath the aggregate … 22 Societies have increased membership + 2,432 sum of increases 17 Societies have decreased membership (9,993) sum of decreases > Computer Society (~ 5,300)... > CS Affiliates (~ 3,000)

Membership Development Web Cast Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance: Slide 25 January Year-over-Year Society Membership, Detail

Slide 26 January Year-over-Year Society Membership, Detail (cont.) Membership Development Web Cast Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance:

January Year-over-Year Society Membership, Detail (cont.)

Slide 28Membership Development Web Cast Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance: Update Membership Renewal Anticipate 22,500 to 25,000 renewals in February (pick-up of 6.5% - 7.0%) Total retention last year (2008) was 76.8% In 2009, MD goal is to improve HG retention 2% and ST retention 0.5%

Slide 29Membership Development Web Cast Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance: 2009 Membership Renewal Goals & Progress Line in the sand Goals incorporate desired retention increases, using each Regions’ 2008 retention rate, and their respective renewal opportunity for 2009 HQ is launching several new campaigns to help arrears-recovery Pre-arrears lists are being provided to all Sections

Thank you ! Questions ? Slide 30Membership Development Web Cast Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance:

Business Cycle Spotlight Presented by: Lee Stogner Chair, IEEE MRRC Cathy Downer Manager, Membership Development Membership Development WebcastSlide 31

Membership Business Calendar Slide 32Membership Development Web Cast Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance:

Engagement Volunteer & Staff partnership Filling MD position vacancies Encouraging Section to Member communications 2009 Goals Increased focus on retention 78.5% total membership 84.8% higher-grade, 54.0% students Match 2008 recruitment 2009 Year-End (December) 390,000 total members Membership Recruitment & Recovery Committee Report – January MRR Team Committee Focus

Zambia Section Reuben Kapala Munungwe “Thank you for very much for this information. In the recent past, we as a Zambian Section Committee have been working towards recruiting new members as well as recover old or non-active ones. With the current scenario of the economy, we dearsay most of them are targeting the March to August registration window owing to the austerity measures being employed in their respective organizations. However, we are grateful for these tools and will be giving you feedback as often as possible to see how we can synergistically surmount this challenge. Our aim is to rev up this membership recruitment regardless of the socio- economic situation.” Western Puerto Rico Section Luis Lopez, MD Chair “I did use the information to send reminders. I divided the arrears in two groups, i.e. those who have been members for 5 to 30 years which most probably just forgot to renew, and young members (5 years and below) where I am placing more emphasis on how the membership can improve their career, networking, leadership, etc. Semi custom appeal has gone to each group. Will run the report mid-March to see how many renewed, and will then try to contact those that didn’t to encourage and find out why they did not renew if there is a reason. Our section membership is pretty stable and I expect renewal by all. MD in Action: Volunteer Engagement — Renewals / Arrears

United Arab Emirates Section Adell Sultan, MD Chair “Many thx for your message and all the information. In our section we are already utilizing the upgraded SAMIEEE database to pull all the required and necessary information. Its certainly a great enhancement and formation now is much easier and accurate. Reminders have already been sent to the concerned people and will be sent again in a few days. Thanks for sharing the sweepstakes info though, I’ll make sure I’ll add that to our next communication.” Buenaventura Section Steve Johnson, Chair “I’ve just sent out individual s to the list of soon-to-be-late members in my section, with some immediate and gratifying success. The notes are tweaked depending on membership grade, years of cumulative membership (i.e. may be eligible for SM elevation), etc. I’ve also received some very nice responses from people who renewed as a result of my s. By the way, the overview of the SAMIEEE interface was quite helpful – I generally despair at the prospect of interacting with SAMIEEE, but this made it considerably less excruciating than usual!” MD in Action: Volunteer Engagement — Renewals / Arrears

Nigeria Section Jon Ogbekhilu, MD Chair “Thanks for your mail and sorry for the late response. We are doing a kind of aggressive campaign for members to renew in Nigeria Section and the response isn’t bad and we hope to see more renewals.” Montana Section. Mitchell Hobish, Chair Thanks for this information. I had no idea we had so many delinquent members! Denmark Section Erik Stilling, Chair “In response to your , the Board for IEEE Denmark Section have taken action to address the members who haven’t yet renewed their membership. We are about to complete sending out the below s to each of these members. I am aware that you probably do not speak Danish, so I have added the just to demonstrate that we have taken action and will attend to this matter during the coming month.” MD in Action: Volunteer Engagement — Renewals / Arrears

Morocco Section Mohamed Essaaidi, Chair “Many thanks for your . We have been already approaching all the arrears in the Morocco Section here for several weeks. The material you sent me will be really very helpful to support our actions.” Austria Section Martin Horauer, Chair “The renewal reminders to the Austrian members who still have not renewed has been sent out some days ago and I got several replies that some will renew within the next days…” MD in Action: Volunteer Engagement — Renewals / Arrears

Your Section ? MD in Action: Volunteer Engagement — Renewals / Arrears (open floor)

Recovery Planning Membership Development Web Cast Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance: Data-driven activities Knowledge of SAMIEEE –Members w/ past-due status –See appendix for step-by- step instructions Aleksandar Szabo (R8) our volunteer expert for using SAMIEEE pre-arrears & arrears queries Slide 39

Thank you ! Questions ? Slide 40Membership Development Web Cast Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance:

Membership Development Webcast Wrap-up / Direction Presented by: Lee Stogner Chair, IEEE MRRC

Welcome new Region MD officers –Wole Akpose (R2) –Zak Cohen (R6) –Aleksandar Szabo (R8) –Mengqi Zhou (R10) –Cathy Downer, Membership Development Mgr Know the benefits of membership – Utilize MD resources and tools – Make retention our 1Q focus Promote 125 th Anniversary Monitor progress through MD reports Wrap Up / Direction Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance: Slide 42Membership Development Web Cast

Recommended “Game Plan” going forward – Regions / Sections / Societies Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance: Membership Development Web CastSlide 43  February through April – 85% effort - Retention / Arrears Recovery – 15% effort - Recruitment  May through August – 15% effort - Arrears Recovery – 85% effort - Recruitment  September through December – 100% effort – Recruitment All the while … MD Staff support: Retention / arrears recovery campaigns, electronic and print (through August) Recruitment / incomplete applications campaigns (big push in March) Recruitment / authors outreach (May timeframe) Reinstatement & recruitment campaigns (September forward)

125 th Anniversary Renewal Incentive Drawing Now Offered MGA launched a new incentive in January to reward individuals who have renewed their 2009 membership. Random drawing of all members who have renewed before 1 May awarding 125 Visa gift certificates of USD$100. Drawing will take place on IEEE’s birthday, 13 May. “Last Issue” Cover Wrap to Appear on IEEE Spectrum March issue of IEEE Spectrum will carry such a cover wrapper for all members who have not renewed their membership. The 125 th Anniversary renewal incentive drawing and promotion of several benefits are incorporated into the cover-wrap’s design. New Arrears Campaign to Commence in March New post card campaign will augment the outreach. Featuring a peer-to-peer message from Joe Lillie, VP of the Member & Geographic Activities Board, the postcard will be mailed in March to all higher-grade members worldwide in arrears. IEEE Contact Center Making Courtesy Calls IEEE Contact Center outreaching to select groups of members who have not renewed their membership, beginning with Fellows and Senior members. Calls will continue through May. Staff Retention / Arrears Outreach

Next Webcast Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance: Slide 45Membership Development Web Cast Saturday, 14 March

Thank you ! Questions ? Slide 46Membership Development Web Cast Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance:

Open Floor Q&A Membership Development WebcastSlide 47

Appendix Field Team Resources Presented by: Lee Stogner Chair IEEE MRRC Membership Development WebcastSlide 48

If the MGA is Successful … IEEE member satisfaction & relevance is growing and reflected in improved retention and total membership The MGA is a data-driven organization that proactively anticipates and reacts to the needs of the member and the profession The MGA facilitates recruitment, training, development of IEEE volunteer leaders The MGA facilitates successful regions, sections, chapters, and affinity groups The MGA is responsible for all aspects of member and membership activities with the IEEE The MGA ensures a “home(s)” for every member Technology professionals will understand IEEE membership’s importance in their careers The MGA will develop sections, and regions and reward them based on their measured success The MGA facilitates communications and engagement opportunities for IEEE members in multiple ways IEEE and its members’ achievements are universally recognized MRR Team Development – Engagement Alignment with the new MGA mission and values Volunteer & Staff partnership MD position vacancies Regional Training Partnering across IEEE MD Portal & Virtual Community Membership Development Web Cast Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance:

R3 – Lee Stogner R4 – Tarek Lahdhiri R8 – Aleksandar Szabo R7 – Kathleen Chafe R9 – Tania Quiel R5 – Robert Shapiro R2 – Wole Akpose R6 – Zak CohenR1 – Dr. Ravi Todi R10 –Mengqi Zhou The Regional “Field Team” (2009) Slide 50Membership Development Web Cast Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance:

Lee StognerIEEE MGA Ravi TodiR1 Wole Lee StognerR3 Tarek LahdhiriR4 Robert ShapiroR5 Zak CohenR6 Kathleen Vijay NarasimhanR7 Aleksandar ZsaboR8 Tania Mengqi Cathy DownerIEEE John DayIEEE The Regional “Field Team” Slide 51Membership Development Web Cast Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance:

Membership Development Portal – Slide 52Membership Development Web Cast Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance: Membership Reports MD Virtual Community SAMIEEE access Membership Development Manual Member benefits at a glance Recrutiment programs and tools MD Kits – online order form

Online Order Form – Slide 53Membership Development Web Cast Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance:

The web page to join the IEEEwww.ieee.org/join The web page for MD volunteerswww.ieee.org/md The web page for IEEE benefits – Your Region web pagewww.ieee.org/?? Your Section web pagewww.ieee.org/?? Your Chapter web pagewww.ieee.org/?? Your Conference web pagewww.ieee.org/?? Your Student Branch web pagewww.ieee.org/?? Online MD Resources Slide 54Membership Development Web Cast Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance:

Thank you ! Questions ? Slide 55Membership Development Web Cast Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance:

Appendix SAMIEE & Arrears Recovery: Step-by-Step Membership Development WebcastSlide 56

To get the list of Arrears of your Organizational Unit, go to SAMIEEE Click Access SAMIEEE Insert you User ID and Password, and Login Click SAMIeee in Shared Folders Click Geographic Predefined Query and you will get the list of Predefined Queries From the list of Predefined Queries select –(GEO) Arrears: Member Contact Info By Section-By Grade Sections Arrears Lists Using SAMIEE – Step-by-Step Slide 57Membership Development Web Cast Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance:

Sections Arrears Lists Using SAMIEE – Step-by-Step Slide 58Membership Development Web Cast Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance:

Sections Arrears Lists Using SAMIEE – Step-by-Step Slide 59Membership Development Web Cast Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance:

Sections Arrears Lists Using SAMIEE – Step-by-Step Slide 60Membership Development Web Cast Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance:

Slide 61Membership Development Web Cast Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance:

Appendix International Phone Numbers MD Webcast Membership Development WebcastSlide 62

Slide 63 Toll free US & Canada: Toll US & Canada: Local - Australia, Sydney:+61 (0) Local - Austria, Graz:+43 (0) Local - Austria, Vienna:+43 (0) Local - Belgium, Brussels:+32 (0) Local - Belgium, Liege:+32 (0) Local - Brazil, Sao Paulo: Local - Denmark, Copenhagen: Local - Finland, Helsinki:+358 (0) Local - France, Lille:+33 (0) Local - France, Lyon:+33 (0) Local - France, Marseille:+33 (0) Local - France, Paris:+33 (0) Local - Germany, Berlin:+49 (0) Local - Germany, Cologne:+49 (0) Local - Germany, Frankfurt:+49 (0) Local - Germany, Hamburg:+49 (0) Local - Germany, Munich:+49 (0) Local - Hong Kong: Local - Ireland, Dublin:+353 (0) Local - Italy, Milan: Membership Development Web Cast Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance:

Local - Italy, Rome: Local - Italy, Turin: Local - Japan, Tokyo:+81 (0) Local - Netherlands, Amsterdam:+31 (0) Local - Netherlands, Rotterdam:+31 (0) Local - Norway, Oslo: Local - Scotland, Glasgow:+44 (0) Local - Singapore: Local - Spain, Barcelona: Local - Spain, Madrid: Local - Spain, Valencia: Local - Sweden, Stockholm:+46 (0) Local - Switzerland, Geneva:+41 (0) Local - Switzerland, Zurich:+41 (0) Local - UK, Birmingham:+44 (0) Local - UK, Leeds:+44 (0) Local - UK, Liverpool:+44 (0) Local - UK, London:+44 (0) Local - UK, Manchester:+44 (0) Slide 64Membership Development Web Cast Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance:

International toll free - Argentina: International toll free - Australia: International toll free - Austria: International toll free - Belgium: International toll free - Chile: International toll free - China, Northern Region: International toll free - China, Southern Region: International toll free - Colombia: International toll free - Czech Republic: International toll free - Denmark: International toll free - Dominican Republic: International toll free - Ecuador: International toll free - France: International toll free - Germany: International toll free - Greece: International toll free - Hong Kong: International toll free - Hungary: International toll free - India: Slide 65Membership Development Web Cast Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance:

International toll free - Indonesia: International toll free - Ireland: International toll free - Israel: International toll free - Italy: International toll free - Japan: International toll free - Latvia: International toll free - Lithuania: International toll free - Luxembourg: International toll free - Malaysia: International toll free - Mexico: International toll free - Monaco: International toll free - Netherlands: International toll free - New Zealand: International toll free - Norway: International toll free - Panama: International toll free - Poland: International toll free - Portugal: International toll free - Russia: International toll free - Singapore: International toll free - Slovenia: International toll free - South Africa: Slide 66Membership Development Web Cast Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance:

International toll free - South Korea: International toll free - Spain: International toll free - Sweden: International toll free - Switzerland: International toll free - Thailand: International toll free - Trinidad- Tobago: International toll free - UK: International toll free - Uruguay: International toll free - Venezuela: Slide 67Membership Development Web Cast Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance: