1. Standards Certification Education & Training Publishing Conferences & Exhibits 2015 Section Membership Chair Webinar Marty Bince, VP IMD Rachael McGuffin, ISA Staff

2. Standards Certification Education & Training Publishing Conferences & Exhibits Membership Chair Training: Retention and Renewal

3. Agenda Introductions IMD’s goals, roles and responsibilities to membership Future: IMD working with Sections Membership Chair Yearly Plans Section Membership Activities Review renewal Membership Chair Resources

4. Standards Certification Education & Training Publishing Conferences & Exhibits After Years of Research the number 1 reason why ISA members discontinue membership has been found to be… (GUESS ???)

5. Standards Certification Education & Training Publishing Conferences & Exhibits They never get around to RENEWING

6. Image & Membership Department Goals Chartered to manage the ISA brand Retain and grow membership Roles IMD to marshal Society resources Section Membership Chairs to work with local members How about IMD and Section membership chairs to work together?

7. Working Together IMD reaching out to sections Assist with Membership Chair continuing education, best practices (your contributions appreciated). Membership campaigns: –Monthly Active Grace –Senior Member Upgrade –Divisional membership campaign Defining, identifying and improving member value and benefits

8. Membership Chair Plan - Some guidelines A membership committee meeting (outside of the board meeting) is beneficial in May to invite new membership assistants to the committee and plan some membership activities in preparation for the September – May technical meeting schedule A membership report/update is useful for the minutes for each board meeting, whether or not you can attend the board meeting. Just log members, students, grace members from the membership report

9. Goals: –Retain (and grow) membership numbers –Encourage Active Grace (membership runs out, ISA holds as members for another 90 days) to renew by phoning these folks directly each month. –Encourage Senior Membership – members generally remain if they have additional services or benefits –Encourage Divisional membership – members generally remain if they have additional services or benefits –Inform members of benefits of ISA membership –Utilize membership desks for the purposes of membership growth at tradeshows or other events where potential members may be reached as required. Other board members and retired board members to assist. –Encourage ISA membership at all courses, conferences –Acknowledge new members in the newsletter and at meetings –Possible member benefit lunch & learns for companies?

10. Section Membership Activities Membership Chair Guide: –https://www.isa.org/members-corner/leader-resources/operating- documents/section-officer-chair-guides/membership-chair/ Membership Desk at events Review use of latest rosters –Welcome new members –Active Grace Retention Membership Goals –total Members at year-end (vs. the previous year) –retention rate (vs. last year) –number of new Members recruited net growth (combination of recruitment and retention) –growth vs. other Sections of a similar size

11. Membership Chair Yearly Plan Month/DateAction:Action by/Due Date JuneCall Membership Committee meeting to plan Admin to send invite to board members. Location TBD July 1Officially take office August 1Prepare BudgetSend to Admin September 10 Utilize Active Grace reports to invite members to September kickoff event Membership committee to call/email invites to AG list September 21Membership Board update/reportSend brief report to admin October 10 Utilize Active Grace reports to invite members to October technical meeting Membership committee to call/email invites to AG list October 21Membership Board reportSend brief report to admin November 10 Utilize Active Grace reports to invite members to November technical meeting Membership committee to call/email invites to AG list November 21Membership Board reportSend brief report to admin JanuaryMembership Committee meetingCatch up, adjust plans February 10 Utilize Active Grace reports to invite members to February technical meeting Membership committee to call/email invites to AG list February 21Membership Board reportSend brief report to admin Tradeshow Year Only: February board meeting Prepare Membership Desk for tradeshow: Invite board members and Life/retired members to volunteer at Membership Desk, order membership materials and computers for registration Admin to send invite to board members. Personal invites to life/retired members Order membership materials/gifts Confirm computers/wifi for registration March 10 Utilize Active Grace reports to invite members to March technical meeting Membership committee to call/email invites to AG list March 21Membership Board reportSend brief report to admin April 10 Utilize Active Grace reports to invite members to April technical meeting Membership committee to call/email invites to AG list April 21Membership Board reportSend brief report to admin MayMembership Committee meetingPlan for the Fall May 10 Utilize Active Grace reports to invite members to May technical meeting Membership committee to call/email invites to AG list May 21Membership Board reportSend brief report to admin

12. Active Grace phone script – leave a Message Hello, is _________________ in? Not in, leave the following message: This is ________, a volunteer on the membership committee calling from the local ISA Edmonton section. ­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­ _________________ ‘s membership has lapsed and we’re wondering if ________________ would be interested in renewing ISA membership. Please have him/her call me at XXX- XXX-XXXX and I’ll fill them in. We have an interesting lineup of technical events this year and we’d like to help every instrumentation/automation member benefit from our technical resources.

13. Active Grace phone script - live Thanks for taking my call. My name is _______, and I’m a volunteer on the ISA Section membership committee. You were a member in the past and your membership may have lapsed if we didn’t get our renewal notices to the correct email or mailing address. Would you be interested in renewing your membership? If not renewing: Could I ask why? Change Careers _ Meetings not of interest_ Lost job _ Moving____Other _______ Remaining on the mailing list. Would you be interested in continuing to receive our emails? Yes ___ What would be your personal email address _________________________________ If renewing, “Great, you could renew on-line at (can I send you the link) This year we had 2 technical events, our monthly newsletter to stay abreast, and a webinar on XXXX topics. As well, all ISA standards are available to members at no charge and there are some 40 online presentations and courses for members to receive to keep their technical education current. Our next technical event is _______________ Can I update your ISA email, address, phone numbers to ensure that the email newsletter can be received? If you need any assistance with your renewal, you can contact me,

14. Membership Desk at events Name tags for all Color dot to identify new members Membership forms available Sample technical materials, InTech, divisional materials

15. New Member welcome letter Dear, Subject: Welcome to ISA XXXX Section Thank you for joining the ISA XXXX Section. There are many opportunities for you to take advantage and maximize the benefits of your ISA membership including: Local Section technical meetings which are the ideal opportunity to meet your peers, learn about interesting technologies and influence what is happening in our industry. We have enclosed a coupon for dinner to one meeting. Meetings are normally held the last Monday of the month September – May. The next meeting is ………………….. Local newsletter, featuring technical meeting announcements, job board announcements, training courses and local activities for your professional development. Student activities – if you are looking to hire (a common need these days), you may be interested in being involved with our student chapters. To stay up-to-date, please check our Section website http://www.isaxxxx.org. Thank you again for joining ISA and I look forward to seeing you soon at one of our local Section events. I am certain you will find it as rewarding as it has been for me. Sincerely, ISA XXXX Section President Encl: Section Meeting ticket, Contactor newsletter

16. Rosters Let’s look at the latest rosters –Rachael McGuffin, ISA Staff New Members identified Active Grace Automation community members

17. Section Reports

18. Welcome to ISA's Section Reports! From this page, you, as an ISA Leader, can access real-time data about your section membership.

19. Terms of Use: A Section Roster is provided to Section Leaders for ISA business purposes only. Under no circumstance may any of the information in the roster file be used for personal or company purposes. ISA has a privacy policy that is available online at www.isa.org/lawyer.www.isa.org/lawyer Section Roster: Terms of Use

20. Section members are allowed to opt-out of section emails. To honor these opt-outs, it is important that you pull a fresh email list each time that you send an email. Include this opt-out message at the end of each email: "If you would like to stop receiving ISA Section emails, go to http://www.isa.org/privacyoptions, login, and select the Section opt-out." opt-out of section emails

21. Active Members Active grace - members that have exceeded their membership paid thru date by up to three months. Receive all ISA member benefits Suspended/Expired – A member becomes suspended if they have not renewed before their Active Grace period expires (i.e. three months after their paid-thru date) Member Roster

22. Automation Community Members Automation Community Members have joined from the web, after purchasing materials or registering for a webinar and are not ISA members. Digital membership only. Only recently assigned to sections Invite to local section meetings and events ISA Society will organize a conversion campaign: stay tuned

23. Rewards for Recruiting General Information>Membership>Rewards for Recruiting Individual Rewards: –1 new Member = ISA Memory Stick –5 or more new Members = $100.00 gift certificate good towards ISA merchandise, technical conferences, training courses, publications or standards Current Campaign - 1 Sept 2007 through 31 May 2008

24. Identify your best prospects Know your facts and be positive Understand ISA Member benefits Promote membership advantages - career development, technical expertise, recognition & acknowledgment, e.g. Senior Member Explain benefits of Division membership Provide informational materials Follow up Tips for Successful Recruiting

26. Top Member Retention Ideas 1.List new members in newsletter 2.Identify new members at meetings 3.New member phone orientation with members that don’t attend meetings 4.Member surveys (paper or surveymonkey.com) 5.Contact active grace members by phone 6.Help adjust email settings

27. The Critical Years of Membership Use their talents the second year  Highlight them the first year

28. First-Year Strategies Make new Members feel welcome Color code badges of new Members Organize a hospitality committee Hold a reception for new Members Spotlight new Members during the meeting Door prize – ISA branded

29. Second-Year Strategies Get new Members involved Include in different short tasks at Section meetings or behind the scenes Invite to serve on a committee Elect as Leader

30. What do Members want? from ISA –Courses, standards from Section –Local speakers from Division(s) –Technical content www.surveymonkey.com

31. Available Resources IMD –Newsletter with best practices –Rachel McGuffin, staff Membership materials –https://www.isa.org/members-corner/leader- resources/operating-documents/ –Rosters, membership guides

32. Most Members never leave ISA they Just forget to renew Help Your Members RENEW