1. Howard E. Michel 2011 -2012 IEEE Vice President Member & Geographic Activities 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 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. 9-Oct-15 3

4. Tactical/Continuity—delivering value Solidify the Membership Message –www.ieee.org/benefits Membership growth—400K+ –415,989 Center for Leadership Excellence –How many have used it? vTools –How many have used it? SC11

5. How the Member Experiences IEEE 10/9/20155

6. IEEE Region 10 – India Industry Day March 2011 10/9/20156

7. IEEE Day Celebrated Worldwide IEEE Engaging members everywhere in a single day! 7-8 October 2010 75 units participating 6 October 2011 Start your plan to participate now!

8. The Member Message Focus on the Member, the Result will be Membership Growth 8

9. 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. 9

10. Importance and Satisfaction 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

11. 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, … 11

12. 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) 12

13. 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 13

14. Newsletters – Push or Pull? Traditional Use of Newsletter –Communicate information about meetings. –Call for nominations. –Member accomplishments. Pull –Does the member really find value in traditional newsletter information? –If you build it they will come … Push ‒ Provide member-focused information.  Technical interest vignettes  Employment opportunities  How-to and success stories –E-mail notification upon update –Include surveys  Article relevance and satisfaction  Suggestions for future entries 14

15. Member Recognition Senior Member Elevation –Recognize your members. –The percent and number of IEEE Senior Members reflects on the competence and prestige of IEEE, its products and services. –Senior Members have higher retention rates. –Senior Members volunteer at a higher percentage rate than do other grades of IEEE members. Process –Identify members who have been an IEEE Member for X years. –Send a personalized note suggesting that their longevity. –Coordinate Senior Member references. Senior Member Nomination Event Guide –Pre-built SAMIEEE query. –http://www.ieee.org/membership_services/membership/senior/senior member_elevation_toolkit.htmlhttp://www.ieee.org/membership_services/membership/senior/senior member_elevation_toolkit.html IEEE Grade 2008 Retention Rate Fellow98.0% Senior Member96.4% Member82.0% Associate Member 68.1% Student53.3% 15

16. Conference Collaboration Brings an understanding of the local area. –Section demographics –Industry –Universities –Government Provide cultural perspective and gain potential cost advantages. Transnational growth worldwide has resulted in more complex country requirements and laws. Catalyst for technical exchange between researchers and practitioners from different technological fields. 16

17. Multidisciplinary Conferences 157 attendees, 22 exhibits, 4 tutorials, 4 three tracks. Region 1 Region 5 Over 450 attendees in 2009 including representatives from over 10 foreign countries. IEEE Region 10 Technical Conference (The TENCON Series) YEARLOCATIONTOPIC 1998New DelhiGlobal Connectivity in Energy, Computer, Communication and Control 1999InchonMultimedia Technology for Asia-Pacific Information Infrastructure 2003Bangalore, India Convergent Technologies for the Asia-Pacific 2007Taipei, TaiwanIntelligent Information Communication Technologies for Better Human Life 2009SingaporeEmerging Technologies for Sustainable Development Region 1 IEEE Long Island Section and its Technical Society Chapters (15), IEEE Region 1, and the Institute for Research & Technology Transfer (IRTT) at the Farmingdale State College (SUNY). Since 1980 The most interesting and pressing problems are inherently multi- and inter-disciplinary Region 10 Opportunity to engage industry and practitioners 17

18. Disciplinary Conferences 18 Data Driven Engagement –Section technical interest  Section Society membership  Local industry –Engage with Society conference planning committee –Local authenticity  Hotel options  Conference center  Partner program options  Local volunteers – members, students –Bring additional richness to the conference  Local industry participation  Possibility of practitioner’s track Example –Boston Section – Computer Society  Computer Society Chapter  1260 Computer Society Members  World-class industry and universities to draw from  Robust hotel and conference facilities Collaborate and Focus on the Member

19. The IEEE Center for Leadership Excellence (CLE) develops the member as a volunteer and future leader Officer Training Best Practices Leadership Training 9-Oct-1519

20. 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 9-Oct-1520

21. Initial focus has been on MGA Positions Region Section - Technical Chapter Affinity Group Student Branch Student Branch Chapter/Affiliate 9-Oct-1521

22. 10/9/201522 Student Branches Affinity Groups Section Society Volunteering  Local leaders efficiently interact and communicate with their members  Gives back time to the volunteer to focus on their activities and members  Collaborative effort by volunteers and IEEE Professional Core to build solutions to more easily perform their roles  Supports voting, meeting registration, reporting, web conferencing, section website construction and more  Providing better data and higher level of member engagement

23. 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

24. SC 2011 – The Numbers 1,133 attendees –139 Professional Core –84 Presenters 92 Countries 60% attending for the first time 17% of attendees are GOLD Members 13% of GOLD members attending SC2011 for first time 294 Sections/88% represented 41 Technical Societies/Councils 24

25. SC 2011 – The Program 33 Breakout Topics – 84 speakers 32 Breakout topics recorded for inclusion in IEEE Center for Leadership Excellence 3 Sessions recorded for ieee.tv 2 Breakout Session broadcasted live via ieee.tv Breakout Session averaged 45 attendees per session – 50 total sessions 10/9/201525

26. Pre-University Long Term Strategy Recommendation #1: IEEE to develop a comprehensive long-term strategy to increase the number of next generation youth pursuing science and engineering careers. MGA Board Member: Vice Chair Member Development Professional Partner Member: Jamie Moesch 26

27. Global Fidelity Program Recommendation #2: As members maintain their IEEE membership over their years, IEEE must reward them for their loyalty. Rewards ought to be tangible and useful and can be done simply and inexpensively. Create Global Fidelity Programs including: (a) Continue membership Recognition 5-10-15- 20 years of membership (b) Bonus for specific Benefits (e.g., reduced fee, IEEE merchandise, etc). MGA Board Member: Treasurer Professional Core Member: Bill Cook/Larry Bolsch 27

28. Bundled Society Membership Recommendation #3: IEEE membership (including e-Membership) should include a Society membership as part of the basic membership fee. MGA Board Member: MGA Chair Professional Core Member: Jamie Moesch 28

29. Student Grants Recommendation #4: Increased support to students in technical activities with grants to attend conferences and organization of technical competitions. MGA Board Member: Treasurer Professional Core Member: Larry Bolsch 29

30. Pre-University Periodical Recommendation #5: To encourage interest in pre-university students in engineering careers, IEEE to publish a subscription periodical (paper or electronic) targeted to high school students that highlights engineering activities of interest to those students. The periodical should also have articles promoting the benefits of an engineering career and what the students can do in college to get involved with IEEE. MGA Board Member: Vice Chair Member Development Professional Core Member: Jamie Moesch 30

31. Together We Can Create the Future Engaged Members Future Vision Improve Member satisfaction which will result in increased membership Higher volunteer recruitment, training and satisfaction Measured successes in regions, sections, chapters, and affinity groups is rewarded Members can easily engage and communicate with one another Members regard IEEE membership as an investment in their career

32. Together We Can Create the Future Engaged Members IEEE Support Local Leadership Future Vision Ensures the right services, tools, products, and programs are provided. Creates the member experience and engagement opportunities in the local area

33. Getting There: IEEE Support IEEE Support is provided at every touch point of the member experience Goal: Ensure that the member and volunteer have quick and easy access to current information & data to remain continuously engaged with IEEE 10/9/201533 IEEE Support

34. Getting There: Local Leadership Local Leadership create a personalized experience for members through local activities Goal: Support local volunteers to become effective leaders in their local units and take steps to improve the vitality of their local units 10/9/201534 Local Leadership

35. Getting There: Engaged Members IEEE is the professional home for the engaged member throughout their life cycle. Goal: Create a meaningful IEEE member experience that is personally engaging and enhances their technical profession and interests during each life stage they enter. 10/9/201535 Engaged Members

36. What will Success Look Like? Improve Member satisfaction which will result in increased membership Higher volunteer recruitment, training and satisfaction Measured successes in regions, sections, chapters, and affinity groups is rewarded Members regard IEEE membership as an investment in their career Members can easily engage and communicate with one another 10/9/201536

37. Questions? h.michel@ieee.org 10/9/201537