1. IEEE NSW Section Membership Development Strategy & Plan Bruce Poon Membership Development Chair New South Wales Section bruce.poon@ieee.org photo

2. IEEE MD Strategy Section Situation Section MD Plan Topics

3. IEEE MD Strategy

4. IEEE MD Support & Evolution 20052006200720082009 365,500 members BMS transition ‘Great Recession’ Optimizing the Campaigns > renewal recovery recruitment reinstatement benefits promotion 382,400 members (renewal alerts integrated into next-gen products) 367,400 members Integrated multimedia Putting a face on membership promotion Remaking the Collateral > Integrated MD strategy & plan Integrated MD reporting 397,000 members Synthesis & Engagement First-year member experience Message testing MD webcasts 374,800 members Building a Volunteer “Field Team” > MD KitsMD portal Membership presentation MD Manual MGM business cards MD virtual community On-demand Kit ordering

5. MD Strategy w/ Full Volunteer Integration MD Volunteer “Platform”

6. Membership Situation New South Wales

7. New South Wales Section Total Members Since Year 2000 Formation Date: 16 August 1972

8. Section / Council Total Members NSW Section Total Members since Year 2000

9. IEEE New South Wales Section Membership 31 December 2011 Note 1: Member from… Academia: 37.46 % Industry: 62.53 % Note 1: Member from… Academia: 37.46 % Industry: 62.53 % Note 2: Retention Higher Grade Member: 85.8 % Student Grade Member: 66.7 %

10. SWOT – Section’s Member Growth Program Strengths A large member base in a big city A reasonable size of committee Enough knowledge, capability and volunteers to hold a yearly conference ( ICITA ) to promote IEEE and to benefit local members Weaknesses Not enough enthusiastic volunteers with plenty of spare time Joining IEEE is not compulsory for local professional careers Low funding and budget to support activities and operation Opportunities Plenty of professional as potential members Plenty of students in Universities as potential student members and Graduate student members Threats Compete with local professional organizations [ Engineers Australia (EA), Australian Computer Society (ACS) ] as well as Institute of Engineering & Technology (IET) NSW branch for members. Student membership is free for EA. HQ is eyeing our reserve funding which will further reduce our capability to support activities and operation as well as membership development

11. Section MD Plan

12. Membership Year Begins Full-year dues enacted Renewal opens Key month for launching new or upgraded benefits From Sep thru Dec, revenue deferred to next year Membership Mid-Year ½-Year Dues-Cycle Begins Arrears-Recovery Begins Key month for launching new or upgraded benefits Membership Year Concludes Member retention rates determined Business fiscal performance determined ½-year dues cycle concludes Calendar Year Concludes Year-end membership statistics determined Active-Status Terminator Past-due members placed into arrears Timing is Everything – Know the Membership Calendar

13. Constituencies Technical Development Professional Development Community Development Cost Savings / Discounts Existing Members Prospective Members Differentiate Audiences – Different Expectations … their needs change throughout a career … they are everywhere. When we do recruit them, 50%+ attrition rate (first-year member strategy)

14. IEEE Entity CommunicationsEventsRecognition Evaluation Considerations Quarterly Newsletters “ CIRCUIT “ via emails and snail mails. Technical talks Student branch activities Issues in Mar, Jul & Nov Twice monthly joint institutions technical talks (IEEE/IET/EA) a) Syd Uni - monthly presentation - postgraduate student conference in Oct 2012 b) UNSW - iToF exhibition in Oct 2012 Provide general information of our activities and upcoming events. Provide services to our members Provide services to our student members Event Participation Volunteer Recruitment Student Branch Vitality Member Retention Opportunities for Engaging Existing Members

15. IEEE Entity CommunicationsEventsRecognition Evaluation Considerations Lectures, workshops, conference and other activities c) Macquarie Uni - monthly presentation Lectures from DLs Various workshops & conferences Activities in Chapters, GOLD & WIE Provide services to our members and student members Event Participation Volunteer Recruitment Student Branch Vitality Member Retention Opportunities for Engaging Existing Members

16. IEEE Entity CommunicationsEventsRecognition Evaluation Considerations Technical talks Student branch activities Twice monthly joint institutions technical talks (IEEE/IET/EA) a) Syd Uni - orientation day in Feb 2012 - monthly presentation - postgraduate student conference in Oct 2012 b) UNSW - iToF exhibition in Oct 2012 c) Macquarie Uni - Welcome gathering for new students on 29 Mar 2012 - monthly presentation Attract potential members Attract potential student members Diversity and frequency of opportunities for member recruitment Follow-up with interested individuals First-year member engagement Opportunities for Engaging Prospective Members

17. IEEE Entity CommunicationsEventsRecognition Evaluation Considerations Free student membership Lectures, workshops, conference and other activities Free student membership with Application deadline : 31 Mar 2012 Lectures from DLs Various workshops & conferences Activities in Chapters, GOLD & WIE International Conference on Information Technology & Application (ICITA) Give student an opportunity of try before you buy. Attract potential members as well as potential student members Diversity and frequency of opportunities for member recruitment Follow-up with interested individuals First-year member engagement Opportunities for Engaging Prospective Members

18. Membership Development Plan Engagement Venues & Frequency 1Q (Jan – Mar) 2Q (Apr – Jun) 3Q (Jul – Sep) 4Q (Oct – Dec) Communications Quarterly Newsletter 1011 Technical talks 4664 Student branch activities 612 10 Lectures, workshops, conference and other activities 2334 Events Quarterly Newsletter Via emails & snail mails Technical talks Engineers Australia Presentation Room Student branch activities Macquarie University, Sydney University, UNSW Lectures, workshops, conference and other activities Universities, companies. Universities, companies Universities, companies, Hilton Hotel

19. Membership Development Plan Engagement Venues & Frequency 1Q (Jan – Mar) 2Q (Apr – Jun) 3Q (Jul – Sep) 4Q (Oct – Dec) Recognition Quarterly Newsletter Provide general information of our activities and upcoming events Provide general information of our activities and upcoming events Provide general information of our activities and upcoming events as well as our AGM Technical talks Provide services to our members Provide services to our members Provide services to our members Provide services to our members Student branch activities Provide services to our student members Provide free student membership Provide services to our student members Provide services to our student members Provide services to our student members and sponsorship for outstanding presentation Lectures, workshops, conference and other activities Provide services to our members and student members Provide services to our members and student members Provide services to our members and student members Provide services to our members and student members

20. Status Update Engagement Venues & Frequency Goals & Progress Communications Quarterly Newsletter Achieve the goal of providing general information and upcoming activities to members. The frequency of 3 issues per year is quite adequate Technical talks2 per months ( Feb to mid Dec ) seems to be O.K. Student branch activities Achieve the goal of providing general information and upcoming activities to student members Lectures, workshops, conference and other activities Achieve the goal of providing services to our members and student members Events Quarterly Newsletter Via email and snail effective are quite effective although there are small % of return email & snail mail Technical talks Location in Engineers Australia presentation room is quite convenient with easy reach by train, car & bus. Student branch activities The monthly presentation and yearly event with sponsorship for best presentation award attract members’ attention and participation Lectures, workshops, conference and other activities DL’s lectures as well as the yearly ICITA conference are in progress.

21. Status Update Engagement Venues & Frequency Goals & Progress Recognition Quarterly NewsletterNeed more contribution for news and updates Technical talksGenerally welcome by members. Need more topics for 2013 Student branch activitiesSponsorship for best presentation award seems to work quite well Lectures, workshops, conference and other activities Require more volunteers to support the yearly ICITA conference

22. Section’s Membership Situation - Since 2007 at a bottom of 2,288 active members, we have a solid yearly growth for the last five years Section MD Plan - Professional activities and student activities to retain members as well as to use the opportunities to recruit new members -Free student membership to attract new student members ( try before you buy ) - Support and participate in conference, workshop, …etc. to promote IEEE as well as to use the opportunities to recruit new members In Summary…