2. Class Officers: Membership and Dues: Integral to Class Success Debbie Schaffel ’89 CACO Board Director at Large, Membership Committee Class of 1989 President

3. CACO’s Leadership Development Training Curriculum for Class Officers CACO’s Leadership Development Committee: Simon Krieger ’76 & Terry Oosterom ’82 (co-chairs) Mike Avery ’55, Jeff Berg ’79, Paul Cashman ’73, Alison Torrillo French ’95, Margaret Gallo ’81, Nancy Sverdlik ’79

4. Committee Purpose Define the training that should be developed and provided to class officers to enable us to do our jobs effectively

5. Key Expectations of Class Officers (p. 1) Communicate with classmates in various ways to keep them engaged with each other and with Cornell Collect dues from classmates each year to fund class operations Plan and conduct a reunion on the Cornell campus every five years Plan and conduct regional events at frequency that meets class needs

6. Key Expectations of Class Officers (p. 2) Plan and manage all the activities of the class to an annual budget Assist AA&D staff in encouraging classmates to give a Cornell Annual Fund gift every year Develop a strategic direction and a five-year plan for your class Ensure class leadership transitions occur in a planned manner every five years and include a plan for diversity in leadership

7. Training for Class Officers Key Expectations for Officers Training Classes Offered This Weekend Potential Future Classes 1. Communicate with classmates Affinity Networking CornellConnect Basics of Social Media Technology as Engagement Tool Using eNewsletters to Communicate with Classmates 2. Collect class duesMembership, Dues & News 3. Plan and conduct a reunion Reunion 2012 Planning Young Alumni Best Practices What To Do the Year PRIOR TO Reunion

8. Training for Class Officers Key Expectations for Officers Training Classes Offered This Weekend Potential Future Classes 4.Conduct regional events Young Alumni Best Practices Creating Effective Events Conducting Regional Birthday Parties 5. Annual budgetResponsible Financial Planning & Annual Budgeting 6.Cornell Annual Fund gift every year Young Alumni Best Practices Giving, Big Red Style Creating Class Undergraduate Scholarships

9. Training for Class Officers Key Expectations for Officers Training Classes Offered This Weekend Potential Future Classes 7.Five-year planClass Officer Role Resilient Leadership 8. Class leadership transitions Developing Your Cornell Volunteer Career Who’s Missing, Filling in Gaps Officer Succession Planning

10. Class Officers: Membership and Dues: Integral to Class Success Nathan Connell ’01 CACO Board, Vice President of Membership Debby Earl Cornell Alumni Affairs & Development, Membership Program Director

11. Historical View 15 years ago Everyone wrote their own letters Envelopes printed per mailing No mailing schedule Email communication

12. Historical View 10 years ago Envelopes printed in bulk Mailing schedule implemented Email used more frequently

13. Historical View Last 5 years Ezra Plan created Red envelopes printed in bulk Strict mailing schedule implemented Email used more frequently

14. How can we improve our strategy? We have to review... THE NUMBERS!

15. Red = highest % paid via dues card Blue = highest % paid via email

16. Percent of dues payments from this paper mailing. Class of 1975 - 37% Class of 1979 - 30% Class of 1999 - 18% Class of 2005 - 19%

17. Percent of dues payments from this paper mailing. Class of 1975 - 7% Class of 1979 - 9%

18. Percent of dues payments from this paper mailing. Class of 1975 - 7% Class of 1979 – 6% Class of 2005 - 4%

19. Percent of dues payments from this paper mailing. Class of 1979 - 6% Class of 2005 - 9%

20. Percent of dues payments from this email. Class of 2005 - 5%

21. Percent of dues payments from this email. Class of 2005 - 5% Class of 1999 - 4% Class of 1979 - 2% Class of 1975 - 2%

22. Results from paper mailings and emails Class of 1975: 4-Paper = 52% Auto Renewals = 40% 1-Emails = 8% Class of 1979: 4-Paper = 54% Auto Renewals = 37% 1-Emails = 9% Class of 1999: 1-Paper = 18% Auto Renewals = 64% 5-Emails = 18% Class of 2005: 3-Paper = 32% Auto Renewals = 47% 2-Emails = 21%

23. Observations Emails bring less than 10% First mailing always brings highest percentage 18-36% Automatic Renewals represents average 50% of dues payers

24. Conclusion Listen to the numbers from the comparison Be cost effective without relying on email Re-imagine the Ezra Plan

25. Re-Imagine the Ezra Plan – YES! Start Fall 2011 Automatic Renewal 1 Email 3 Paper mailings

26. Fall Class Participation 25 out of 35 Fall Classes selected New Ezra Plan this year

27. Why did they participate? Cost Effective Ezra Plan

28. Last Year’s Ezra Plan vs New Ezra Plan 2011 EZRA PLAN Class pays $400 for printing of one letter OR 2012 NEW PLAN Class pays $99 for printing of one insert

29. NEW Ezra Plan 2012 1st mailing (email) Free 2nd mailing printing-$700 labor-$400, postage-$1300 3rd mailing printing-$500 labor-$400, postage-$1100 4th mailing printing-$500 labor-$400, postage-$1100 TOTAL: $6400 (prices dependent upon 100% participation in Ezra Plan by all Spring Classes) Ezra Plan 2011 1st mailing (letter) printing-$1200 labor-$400, postage-$1300 2nd mailing (self-mailer) printing-$400 labor-$300, postage-$1100 3rd mailing (email) FREE 4th mailing (card) printing-$1100 labor-$400, postage-$1100 5th mailing (letter) printing-$900 labor-$400, postage-$1100 TOTAL: $9700

30. Pilot Class Results NEW Ezra Plan 2012 Templates 1st mailing 98 paper 17 online 2nd mailing 30 paper, 10 online 3rd mailing coming Class Own Plan 1st mailing 99 paper 17 online 2nd mailing 37 paper, 10 online 3rd mailing coming 165 Auto Renewals

31. Is it worth saving $3000 per year in mailing cost? Will you try the Ezra Plan this year?

32. Spring Classes Time to select Ezra Plan Complete Ezra Mailing Plan Form this weekend Samples of the NEW Ezra Plan in the back of the room Need an appointment this weekend? see clipboard for open times

33. Questions?

34. Cornell Big Red Marketplace Drew Scopelliti, MARSH Lauren Isaacman, MARSH