1. Howard E. Michel 2011 IEEE Vice President Member & Geographic Activities Original presentation created by Barry L. Shoop 2010 IEEE Vice President Member & Geographic Activities Contributors: Cecelia Jankowski, Jamie Moesch, Kuangyunn Chiu. Nuts and Bolts of Local Operations Engaging the Member

2. Purpose Engage in a dialog about how to more effectively engage the members. ‒ Volunteer-to-member ‒ Member-to-member ‒ Member-to-IEEE Workshop is intended to be a full-duplex communication process. Will not provide all the answers but instead motivate and stimulate ideas and share best practices already in use. 2

3. MGA Mission & Vision Vision: Ensure Quality Member Opportunities Through Continuous Engagement Mission: I nspire, E nable, E mpower and E ngage Members of IEEE For the purpose of… - Fulfilling the mission of IEEE - Enhancing the member’s growth and development through their life cycle - Providing a professional home 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. Goals Increase member engagement. Improve relationships with and between members. Increase operational efficiency and effectiveness. Enhance collaboration with other business units. Increase membership. 6-Sep-14 3

4. Continuity—delivering value in 2011 Solidify the Membership Message Membership growth—400K+ (for reference) –Center for Leadership Excellence –vTools

5. The Member Message Focus on the Member, the Result will be Membership Growth 5

6. Who is Your Member? 6

7. Engaging the Member Previous Model Goal: More meetings during the year. Process: Program Committee schedules more meetings. Result: More meetings with the same attendees. New Model … Changed Paradigm Goal: Meetings that better engage our members. Process: –Engage the member.  Survey the members or use existing member segmentation data –Use member data to identify topics of common interest within the member life-cycle.  Technical interests  Student, Graduate Student, GOLD, Member, Senior Member, Fellow, Life Member  Meeting model – traditional, virtual … webinar, Dim-Dim, … Result: More meetings with increased member engagement.  Meetings are focused on member interest. 7

8. % Importance (Mean= 39) % Satisfaction (Mean = 41) More critical strengths Less critical strength Lower priority improvements Top improvement opportunity Satisfaction = Top 3 Box % Quality of the Member Experience Source: 2008 Member Segmentation Study, all Higher Grade Members 8

9. Membership Value Satisfaction Top 3 Box % % Awareness (Mean= 89) % Satisfaction (Mean= 41) Source: 2008 Member Segmentation Study, all Higher Grade Members 9 Satisfaction by Awareness - Higher Grade Members

10. Observations: Because 70% of sample data was from R1-7, the results of satisfaction and importance from R1-7 are very much in line with total. R8’s importance ratings in general were similar to R1-7 except “Representation on public policy issues” which showed less important. Compared with other regions “Online career resources” showed a lower importance rating in R10. With further analysis on the country level, India (72%) showed a great level of importance on product. Conclusions: Though “Online career resources” ranked lower in R10, 72% of members from India considered it very important vs China* (30%), Japan (31%), and Australia(26%). Noticeably, 74% of members in India expressed that it was very important to address “Representation on pub policy issues”. It was 55% and 30% in China and Japan respectively. “Discounts” was rated the most important product in China (91%) vs India (75%) and Japan (65%) Though the importance of “Representation on public policy issues “ might be higher in (R1-7,10) and lower in (R8), the return of investment could be difficult. * Very small N Importance Ranking

11. Observations: The high importance does not correspond to high satisfaction. Only 4 out of 10 most important products were among the top satisfaction list. Even though “Insurance and other financial products and services” received low rating in R8 (19%) and R10 (21% ) the gaps between satisfaction and importance are still positive.(See next page) This implies that the improvement of satisfaction in this area and others with positive gap would only make limited impact on member value. Conclusions: Maintain satisfaction on the products and services with high satisfaction. Members are satisfied and we deliver them well. With limited resources (financial, staff, and volunteer) we need to prioritize by focusing on the important products and services (see prior importance ranking page). They are important and our delivery is relatively weak. It is imperative to analyze the gap between satisfaction and importance. This provides great insights in taking properly actions. (See next page) Satisfaction Ranking

12. Observations: The table represents the gap between satisfaction and importance. Efforts narrowing the gaps in the products and services with high importance and low satisfaction are more likely to have the most impact on member value. Conclusions: The ratings of importance and satisfaction may be different from region to region, yet the gaps of top 10 products seems to be more consistent throughout the regions. “Discounts on professional products and services” was ranked #1 and #9 to R10 and R8 respectively. It showed that members in R10 are more sensitive to the pricing of the products and services in general. To compare with other regions, R10 has lower gap ranking in “Online career resources” with exception of India with (-54%), the highest gap area in India. Gap Ranking

13. Summary Based on gaps between importance and satisfaction of products and services – Discounts on professional products and services  Higher priority : R10 (India and China)  Lower priority: R1-8 –Professional networking  Higher priority : R8 (United Kingdom, Greece and Netherlands)  Lower priority : R10 (except India) –Online career resources  Higher priority : R1-8  Lower priority : R10 (except India) –Continuing education opportunities  Higher priority : All regions –Online access to publications  Higher priority : All regions

14. Meetings – Lifecycle Focus Periodically Focus on Member Lifecycle –Student Members … resume development, interviewing techniques … –Graduate Student Members … technical meeting topics, networking, … –Early Career Members  Industry … networking with peers, leadership seminars, IEEE standards, …  Academic … grant proposal process … –Mid-Career Members  Industry … How to manage people …  Academic … Educational pedagogy, how to run a committee meeting, … –Senior Career Members –Retirees General –Humanitarian events … Green technologies, Habitat-for-Humanity –Social skills … ballroom dancing, formal dinners, …  Know your Members to Engage your Members 14

15. Life Cycle Grid Benefit Area Undergraduate Students Graduate Students Young Professional Academic / Researcher Track Practitioner Track Business/Leadership Track Unemployed Members Retired/Life Members Keep Technically Current 1. Spectrum 2. IEEE Xplore (Discounted Access) 1. Spectrum 2. IEEE Societies 3. IEEE Xplore (Discounted Access) 1. IEEE Xplore (Discounted Access) 2. IEEE Societies 1. Spectrum 2. IEEE Societies 3. Society Publications 1. Spectrum 2. IEEE Societies 1. IEEE Spectrum 2. IEEE Societies Professional Networking 1. Student Branch Activities 2. MemberNet* 1. IEEE Conference Mixers/Socials 2. MemberNet* 1. GOLD Events 2. Section/Chapter Meetings&Events 1. IEEE Conference Mixers/Socials 2. Section/Chapter Meetings&Events 3. Volunteering 1. Section/Chapter Meetings & Events 2. IEEE Conferences 3. Linked In Group 1. Section/Chapter Meetings&Events 2. Linked In Group 3. memberNet* 1. Volunteering 2. Section/Chapter Meetings&Events Career Resources and Recognition 1. Competitions 2. Scholarships 3. IEEE Student Job Site 1. Career Webinars 2. IEEE Job Site (limited relevance) 1. IEEE Job Site (limited relevance) 2. IEEE Conferences 1. IEEE Job Site (limited relevance) 2. Consultants Database 3. Career Webinars 1. Career Webinars 2. IEEE Job Site (limited relevance) 1. IEEE Job Site (limited relevance) 2. Career Webinars and Online Community 1. Consultants Database (limited relevance) 2. Awards Continuing Education 1. Education Partners Program 2. IEEE.tv 1. Education Partners Program 2. Webinars 1. Mentoring Connection 2. Educational Partners Program 1. Local Events/Symposiums 2. IEEE Expert Now 1. Education Partners Program 2. IEEE Expert Now 1. Mentoring Connection (as mentor) Discounts 1. IEEE Conferences 2. IEEE Financial Services (limited availability) 3. Home & Office Services 1. IEEE Conferences 2. Home & Office Services 1. IEEE Conferences 2. IEEE Insurance Services (limited availability) 3. Publications 1. IEEE Insurance Services (limited availability) 2. IEEE E-mail Alias 1. IEEE Insurance Services (limited availability) 2. Home & Office Services 1. IEEE Insurance Services (limited availability) 2. Home & Office Services 3. Financial Services (limited availability) Humanitarian Programs and Opportunities to Give Back 1. Local activities 2. Humanitarian Technology Network 1. Local and GOLD activities 2. Humanitarian Technology Network 1. Local and GOLD activities 2. Humanitarian Technology Network 3. Volunteering 1. Volunteering 2. Humanitarian Technology Network 1. Volunteering 2. Mentoring Connection (as mentor) 1. Volunteering 2. Humanitarian Technology Network 1. Volunteering 2. Mentoring Connection (as mentor) 15

16. Life Cycle Portfolio Example: Young Professionals/GOLD Benefit Area Young Professional Keep Technically Current 1. Spectrum 2. IEEE Societies 3. IEEE Xplore (Discounted Access) Professional Networking 1. GOLD Events 2. Section/Chapter Meetings & Events Career Resources and Recognition 1. Career Webinars 2. IEEE Job Site (limited relevance) Continuing Education 1. Mentoring Connection 2. Educational Partners Program Discounts 1. IEEE Conferences 2. Home & Office Services Humanitarian Programs and Opportunities to Give Back 1. Local and GOLD activities 2. Humanitarian Technology Network 3. Volunteering 16

17. IEEE Membership 6-Sep-14 17 397,001

18. 18 Retention Recruitment Retention versus Recruitment Rate Note: x : y ( 50 : 15), average retention rate : 56% 70% % versus prior year Data : HG Member, December 2010

19. 19 Retention Recruitment Retention versus Recruitment Rate – R10 Note: x: y ( 45 :45), average retention rate : 48% % versus prior year Data : HG Member, December 2010

20. FOR REFERENCE 9/6/201420

21. CENTER FOR LEADERSHIP EXCELLENCE 9/6/201421

22. The IEEE Center for Leadership Excellence (CLE) develops the member as a volunteer and future leader Officer Training Best Practices Leadership Training 6-Sep-1422

23. The IEEE Center for Leadership Excellence addresses Key Objectives One of the top 10 Sections Congress Recommendations (#3) – “Develop an Officer Training Handbook…” Our MGA Mission to “enhance the members growth and development through their lifecycle” To provide members a path forward in their development and grow as future leaders in both IEEE and their professional career 6-Sep-1423

24. IEEE CLE is one central educational resource for IEEE volunteers and members Establishes a single organized source of training for volunteers across OU’s –Ensures a consistent message and delivery of content and eliminates proliferation of training development –Includes positional training specific the volunteer role 1.Job Description 2.Everything the volunteer needs to know in the first 30 days made available as a QuickStart module 3.Recommended menu of functional training which the volunteer can select based on their level of experience 4.Recommended menu of leadership and skills training courses the volunteer can select 6-Sep-1424

25. Training Guidelines Achieve Consistent Volunteer Experience with QuickStart Modules  Welcome and overview of the role  Designed 10 subject categories to reflect key areas of responsibility including: “Understand Your Members” “Getting Organized with Tools” “Documentation Management” “Know Your Section/Chapter Officers” “Section Planning and Goal Setting”  Engagement with the member is reinforced in the training  Provides link to tools appropriate for the role 6-Sep-1425

26. Initial focus has been on MGA Positions Region Section - Technical Chapter Affinity Group Student Branch Student Branch Chapter/Affiliate 6-Sep-1426

27. VTOOLS 9/6/201427

28. vTools projects Meetings and L31 – Available for use now! WebInABox – Available for use now! Voting – Available for use now! Finance – Working to find a solution for Treasurers Student Branch Reporting – Beta started in May, 2010 Visit http://vtools.ieee.org

29. Available vTools vTools.Meetings –For Section and Chapter meetings; Officers can create meeting announcements and display on website –Members and the public may view and register for meetings –Integrated with myIEEE vTools.WebInABox –wizard to assist officers to generate simple Section/Chapter/Affinity Group websites vTools.Voting –provides online elections software for Section/Chapter/Affinity Groups

30. vTools.Meetings Meetings Posting – Collection of meeting data – Credit card handling  available in a pilot mode to a limited number of R1-R7 sections with CB accounts at the beginning of Q3, 2010.  Full release after the pilot phase.  R8-R10 support planned for phase 2 – Complements family of products from Conference Services for larger events (Internet Conferencing, Meetings and Conferences Management, Teleconferencing)

31. vTools.Meetings Form for entering meeting info: (who/what/when/where/registration) Displays meeting list online (anywhere) Integrated with myIEEE Handles registrations (start, end, limit) Provides registration list Provides nametags file Supports L31 report filing Credit Card registration payment coming soon

32. vTools.Meetings Features –Form for entering meeting info –On-line registration –L31 Meeting report (only need to add attendee information) –RSS, iCal, and other feeds of meetings and L31s –Calendar support –Badge printing, meal tickets –Notice of meeting for display on a web site without webmaster involvement –Feeds meeting information to myIEEE –Credit card support coming in 2Q 2010

33. 02/26/10

37. L-31 The L31 process is changing for all 2010 meetings. –Previous L 31 tool to be archived. The Meetings L31 tool will now be standard. –http://meetings.vtools.ieee.orghttp://meetings.vtools.ieee.org –Select create a new meeting report NOTE: Currently, limited to volunteers listed in the Geographic Activities Roster While you are there, please use the Meetings tool to get your meetings on the calendar.

38. 02/26/10

41. WebInABox Basic Section web site “WebInABox” – Wizard-like interface for creation – In Production – Data driven – Enable a common look and feel – Calendar for all units  pulls from meetings tool – Pulls volunteer data from IEEE databases – No webmaster involvement required

42. vTools.WebInABox Supports Sections, Chapters, and Affinity groups. vTools.WebInABox is designed to be installed on the IEEE (EWH) server. Is not meant to compete with or replace complex content management systems.

43. vTools.WebInABox Generated section websites provide: –Home Page – welcome message, announcement, and a picture –Calendar Page - lists section events from vTools.Meetings (vTools.WebInABox seamlessly integrates with the vTools.Meetings) –Officer Information Page - lists section officer information* (Volunteers can specify what officers' information (s)he wants to show: name, position, e-mail, phone, etc.) –Other Units Page - information on chapters, affiliate groups, student branches* –Blog Page – pulls information from your blog on EWH or elsewhere –Links Page - a number of IEEE links plus custom links specified by the volunteer * Data pulled from central IEEE data source as reported to IEEE.

48. Voting Electronic Election for local units – Piloted in 2007 & 2008 using a vendor –learned much – In parallel, started internal development – IEEE Product Piloted in 2009 – In Production Spring of 2010 – Will support all units for 2010 elections

49. 02/26/10

54. Contact info http://vtools.ieee.org – contains project status, blog, contact information, FAQ, and training information vtools@ieee.org – contact e-mail for any questions related to the project