1. The Life Cycle of a Volunteer
Presented by John GambA, Nicole Oddo Smith, and Gary survis

2. Session Outline
Presentation – Recruitment, Engagement/ Promotion, Succession Planning/ Leadership
Q&A
Individual Activity
Small Group Discussion
Full Group Discussion

3. Recruitment Establish Contacts in Region
Know your market segments and build a plan
Outreach
Nametags, Check-in, Greeter
Refer-a-friend, Why Join the Penn Club
Membership benefits
Recruitment Success Measurement

5. Engagement/ Promotion
Outreach post events
Thank and recognize
Connections
Know membership interests
professional development, reasons for getting involved, passions
“Plug In” new members
“Ambassador” approach
Manage expectations
Check in frequently and break bread together

7. Leadership/ Succession Planning
Active Recruitment
Clear role descriptions
Work with AR
Keep up to date on governance
Establish continuous learning
Work hard on Succession Plan
Institutionalize and start early
Identify candidates
Communicate with them on leadership assignments

8. What Alumni Relations Can Do For You
Work with club leadership on sending out a survey
Run an Espatial report which will target where alumni live in specific areas of your region
Help build a club website using the iModules platform
Run reports on all alumni and current parents that live in your region
Send broadcase s to all area alumni, as appropriate
Provide event supplies including nametags, napkins, cups, and giveaways
Help advertise club events through the Gazette and Penn Alumni social media

9. What Alumni Relations Can Do For You continued
University speakers
Help you connect with other leaders – Advisory Board, other Penn Club leaders, and other local Ivy-Plus leaders
Eyes and ears on campus:  Communicating the Penn of Today to clubs and alumni
Help design a strategic plan to best meet the needs of the club and volunteers
Provide succession planning in identifying key volunteers

10. Q& A

11. Individual Activity
What are your pain points for recruitment, engagement/ promotion, and succession planning/ leadership?
What are your successes for recruitment, engagement/ promotion, and succession planning/ leadership?

12. Small Group Discussion
John Gamba
Donald Bonk
Jason Carter
Jerry Cheng
Paul Ferrante
Leslie Guth
Marc Horman
Richard Le
Lori Sundberg
Harold Zullow
Nicole Oddo Smith
Jim Chen
Giselle DeGrandis
Sara Doherty
Deborah Herting
Lisa Itzkowitz
Cheryl Kabalkin Greenstein
Malvika Khatri
Adam Levenson
Jennifer Leventhal
Michelle Litt
Laura Loewenthal
Breanna Moore
Lauren Olsen
Gary Survis
Elise Benatar
Aileen Benson
Belinda Buscher
Ilene Michaels
Marissa Miller
Jessica Perry
Robin Plonsker
Stacey Shoer
Lorraine Survis
Wendy Weinstein
Stephanie Yee
Deb Zajkowski

13. Thank you! Please contact the Alumni Relations or the Advisory Board.
John Gamba –
Nicole Oddo Smith -
Gary Survis –