IEEE Membership Development Conference Call / Web Cast Lee Stogner Chair, IEEE Membership Recruitment and Recovery Committee

IEEE Membership Development Conference Call / Web Cast Lee Stogner Chair, IEEE Membership Recruitment and Recovery Committee l.stogner@ieee.org l.stogner@ieee.org Cathy Downer MGA Staff - Membership Development c.downer@@ieee.org 17 January 2009

Preview Topic: IEEE 125 th Anniversary Plan Membership Statistics & Goal Status Business Cycle Spotlight: Field Team Development & Recovery Planning Wrap-Up / Direction Open Floor Q&A Subject Appendix Today’s Discussion… Membership Development Web Cast Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org Slide 2

Webcast presentation available on MD virtual community at https://www.ieeecommunities.org/ieee.md.net in the files section https://www.ieeecommunities.org/ieee.md.net Attendee lines are muted, except for speakers. Late attendees are reminded to mute your phone using *6 Please ask topical questions using the chat box For technical-assistance, e-mail to web-conf@ieee.org any time during webcastweb-conf@ieee.org This webcast is recorded. Presentation and audio will be available as an “on- demand” resource – URL and announcement to be posted in the MD Virtual community Web Cast Notes Slide 3Membership Development Web Cast Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org

Membership Development Web Cast Web Cast Attendance Roll Call Use the Chat box. Please type in your name/ title/location Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org

Preview Topic IEEE 125 th Anniversary Membership Development Webcast Presented by: Marsha Longshore Senior Manager, Corporate Communications 17 January 2009 Slide 5

Program Objectives Overview of Activities Ieee125.org What can you do to help Leverage the anniversary for membership development TODAYS PRESENTATION Membership Development Web Cast Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org Slide 6

Our roots are tied to the AIEE - formed in 1884 Board of Directors has provided $1M for a celebration Committee of volunteers from around the world is planning a global celebration One year effort will reinforce the public visibility program’s goals IEEE 125 th Anniversary in 2009 Membership Development Web Cast Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org Slide 7

IEEE 125 th Anniversary Slide 8Membership Development Web Cast Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org A global, marketing communications program that uses the anniversary to: Increase awareness of contributions of IEEE, members and the profession Celebrate prestige and successes of the IEEE with volunteers, students, members, nonmembers, customers and staff

125 th Anniversary Activities Slide 9Membership Development Web Cast Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org Media Roundtable w/ Experts – 10 March 2009 New York City – Media Capital Emerging Technologies/ benefit to humanity Webcast and archived on IEEE TV IEEE’s Anniversary Date – 13 May 2009 Engineering the Future Day Publicity Campaign Video Contest May – August 2009 Show us how you are “Engineering your World” Your car, home, cubicle, office, dorm room Celebrations Around the World Throughout The Year IEEE Sections, Societies, Chapters, Student Branches, Affinity Groups GOLD “Pass Along” Video Over 200 Sections pledge to celebrate locally Members say Happy Anniversary on YouTube Eight Key Celebrations bringing together Members, Volunteers, and Customers with technology dignitaries

Membership Development Web Cast Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org Selected event cities  Munich, Germany27 April  Austin, Texas, USA30 April  Boston, Massachusetts, USA 11 May  Beijing, China8 June  Bangalore, India29 August  San Jose, California, USA16 September (tent)  London, UK 6 October  Tokyo, Japan30 October  Additional Celebrations in Quebec, Puerto Rico and Mexico

IEEE Presidents’ ‘Change the World’ Competition Slide 11Membership Development Web Cast Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org Students Create Solutions to Real World Problems Individual IEEE Student Members or teams led by Student Members Entries accepted 1 Sept 08 to 28 Feb 09 Prizes funded through Life Member fund Initial judging by SAC chairs; final selection by three P’s. Top Prize: US$10,000 Top three finalists to be invited to 2009 Honors Ceremony One People’s Choice prize; voting open to all

IEEE 125 th Website www.ieee125.org Slide 12Membership Development Web Cast Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org Learn more about what’s happening Post photos and videos of your celebrations in the multimedia center Participate in contests, write on our message boards and vote on contest winners Add your event to the calendar

What Can You Do to Help? Slide 13Membership Development Web Cast Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org Use the IEEE Anniversary Mark and celebrate the anniversary during your activities Drive Traffic to the Website ieee125.org Promote Presidents’ ‘Change the World’ Competition to students www.ieee.org/ChangeTheWorld Be an IEEE Anniversary Ambassador Promote the 125 th : any event in 2009 is an anniversary event Mention the anniversary in meeting notices, special events, award ceremonies, welcome letters, newsletters and websites Put your anniversary events on the calendar at ieee125.org Submit anniversary event photos on the website at ieee125.org Encourage participation in online anniversary activities

Leverage the Anniversary to Promote Membership Slide 14Membership Development Web Cast Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org Increase IEEE visibility in the community  Instill a sense of pride  “Hearts and Minds” video  History slide show  Generate excitement by driving people online –  People’s Choice voting in Presidents Competition  Engineering Your World contest-viral on YouTube  Create discussions on the message boards  New networking opportunities: Friends of IEEE on Facebook; GOLD anniversary greeting video

Questions ? Slide 15Membership Development Web Cast Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org m.longshore@ieee.org

Membership Statistics & Goal Status > December 2008 Prepared by: John Day IEEE Member & Geographic Activities Membership Development WebcastSlide 16

Congratulations! Mission 2008 Results – 382,400 members! (87 members shy of record) Slide 17Membership Development Web Cast Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org

382,400 Up 2.0% from November Slide 18Membership Development Web Cast Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org December Year-over-Year Monthly Growth – Total Membership

Membership Development Web Cast Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org 382,400 Up 2.0% from November December Year-over-Year Monthly Growth – Higher-Grade Membership

December Year-over-Year Monthly Growth – Student Membership Slide 20Membership Development Web Cast Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org 85,235 Up 3.5% from November

Higer Grade Net Gain Student Net Gain Total Gain Active Membership by Region – October 2008 Slide 21Membership Development Web Cast Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org

Results Recruitment – 2008 & Trend Higher-grade recruitment soft throughout 2008, with year-over-year decline of 9% Sep through Dec (28% decline, December) All-time record for Student recruitment in 2008 Impact higher-grade membership through elevation, June / August 2009 timeframe Membership Development Web Cast Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org Slide 22

REGION # Difference% Difference 20082007 R-10+ 7,258+ 33.3%29,06121,803 R-9+ 812+ 11.8%7,6926,880 R-4- 49- 1.5%3,2423,291 R-7- 107- 3.9%2,6322,739 R-3- 127- 2.9%4,2964,423 R-8- 162- 1.0%16,10516,267 R-2- 179- 4.8%3,5783,757 R-5- 351- 8.9%3,5853,936 R-1- 553- 13.0%6,3397,032 R-6- 693- 9.9%6,3397,032 Total+ 5,849+ 7.9%80,22774,378 Results Recruitment by Region – Jan through Dec 2008 Membership Development Web Cast Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org Slide 23

Total memberships of 38 Societies –Down year-over-year (3,041) members 24 Societies w/ increased membership –Total memberships + 4,146  Communications Society + 1,408 14 Societies w/ decreased membership –Total memberships (7,187)  Computer Society (5,166) December 2008 Society Membership (totals include Affiliates) Membership Development Web Cast Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org

Membership Development Web Cast Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org December Year-over-Year Society Membership, Detail

Update - 2009 Membership Renewal Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org Membership Development Web CastSlide 27

Thank you ! Questions ? Slide 28Membership Development Web Cast Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org

Business Cycle Spotlight Presented by: Lee Stogner Chair, IEEE MRRC Membership Development WebcastSlide 29

Looking Ahead - Membership Business Calendar Slide 30Membership Development Web Cast Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org

If the MGA is Successful … IEEE member satisfaction & relevance is growing and reflected in improved retention and total membership The MGA is a data-driven organization that proactively anticipates and reacts to the needs of the member and the profession The MGA facilitates recruitment, training, development of IEEE volunteer leaders The MGA facilitates successful regions, sections, chapters, and affinity groups The MGA is responsible for all aspects of member and membership activities with the IEEE The MGA ensures a “home(s)” for every member Technology professionals will understand IEEE membership’s importance in their careers The MGA will develop sections, and regions and reward them based on their measured success The MGA facilitates communications and engagement opportunities for IEEE members in multiple ways IEEE and its members’ achievements are universally recognized MRR Team Development – Engagement Alignment with the new MGA mission and values Volunteer & Staff partnership MD position vacancies Regional Training Partnering across IEEE MD Portal & Virtual Community Membership Development Web Cast Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org

Each other! Inspiring and informing through MD Webcast Empowering through MD Kits MD Activity & Progress Reporting MD Portal & Virtual Community MD Team Development – Resources & Tools Slide 32 Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org Membership Development Web Cast

Engagement Volunteer & Staff partnership Filling MD position vacancies Encouraging Section to Member communications 2009 Goals Increased focus on retention 78.5% total membership 84.8% higher-grade, 54.0% students Match 2008 recruitment 2009 Year-End (December) 390,000 total members Membership Recruitment & Recovery Committee Report – January 2009 2009 MRR Team Committee Focus

Retention of existing members First-Year Experience Student Membership Strategy Society Membership MD at Conferences Promoting Regional MD training Monthly MD web casts Building a hierarchy of MD support at all levels of the IEEE –Staff –Region –Section –Society –Chapters –Branches Ongoing upgrades to support material MRR Team Development – Supporting Significant Initiatives Membership Development Web Cast Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org Slide 34

Recovery Planning Membership Development Web Cast Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org Data-driven activities Knowledge of SAMIEEE –Members w/ past-due status –See appendix for step-by- step instructions –Aleksandar Szabo (R8) our volunteer expert Monitor progress through analytics and membership reports Slide 35

Proactive engagement We’re here to here during these difficult economic times Knowledge of IEEE benefits and resources Recovery Planning Membership Development Web Cast Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org Slide 36

Membership Development Webcast Wrap-up / Direction Presented by: Lee Stogner Chair, IEEE MRRC

MD team updates (received through 15 Jan) –Wole Akpose (R2) –Zak Cohen (R6) –Aleksandar Szabo (R8) –Menqui Zhou (R10) –Cathy Downer, Membership Development Mgr Know the benefits of membership –www.ieee.org/benefits Utilize MD resources and tools –www.ieee.org/md Make retention our 1Q focus Promote 125 th Anniversary Monitor progress through MD reports Next MD webcast, Saturday 21 February Wrap Up / Direction Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org Slide 39Membership Development Web Cast

Efficiency & quality control Maintenance of only one list Reduce duplication of the same notification Consistent awareness across overlapping groups in interests Announcements: Monthly MD reports, webcasts, Atumn MD kit shipment, etc. Targeting cut-over to Jan/Feb –Pre-populated the consolidated list and de-duped names –Updating of websites w/ subscription info to consolidated alias –Communications about cut-over to the legacy lists Housekeeping – Consolidation of MD-Related Mailing Lists MD-ALL@ieee.org mem-progress-rpt@ieee.org member-progress-rpt-staff@staff@ieee.org memdir@ieee.org MD E-Notice announcements Slide 40Membership Development Web Cast MD virual community announcements Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org

Open Floor Q&A Membership Development WebcastSlide 42

Appendix Field Team Resources Presented by: Lee Stogner Chair IEEE MRRC Membership Development WebcastSlide 43

R3 – Lee Stogner R4 – Tarek Lahdhiri R8 – Aleksandar Szabo R7 – Kathleen Chafe R9 – Tania Quiel R5 – Robert Shapiro R2 – Wole Akpose R6 – Zak CohenR1 – Dr. Ravi Todi R10 –Mengqui Zhou The Regional “Field Team” (updated 15 Jan ‘08) Slide 44Membership Development Web Cast Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org

Lee StognerIEEE MGA l.stogner@ieee.org Ravi TodiR1 rmtodi@us.ibm.com Wole AkposeR2wole@ieee.org Lee StognerR3 l.stogner@ieee.org Tarek LahdhiriR4 lahdhiri@ieee.org Robert ShapiroR5 bshapiro@ieee.org Zak CohenR6 zcohen@ieee.org Kathleen ChafeR7chafek@ieee.org Vijay NarasimhanR7 vijay_narasimhan@ieee.org Aleksandar ZsaboR8 a.szabo@ieee.org Tania QuielR9t.quiel@ieee.org Menqui ZhouR10zhoumq@public3.bta.net.cn Cathy DownerIEEE Staffc.downer@ieee.org John DayIEEE Staffj.day@ieee.org The Regional “Field Team” Slide 45Membership Development Web Cast Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org

Membership Development Portal – www.ieee.org/md Slide 46Membership Development Web Cast Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org Membership Reports MD Virtual Community SAMIEEE access Membership Development Manual Member benefits at a glance Recrutiment programs and tools MD Kits – online order form

Online Order Form – www.ieee.org/mdsupplies Slide 47Membership Development Web Cast Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org

The web page to join the IEEEwww.ieee.org/join The web page for MD volunteerswww.ieee.org/md The web page for IEEE benefits – www.ieee.org/benefits www.ieee.org/benefits Your Region web pagewww.ieee.org/?? Your Section web pagewww.ieee.org/?? Your Chapter web pagewww.ieee.org/?? Your Conference web pagewww.ieee.org/?? Your Student Branch web pagewww.ieee.org/?? Online MD Resources Slide 48Membership Development Web Cast Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org

Appendix SAMIEE & Arrears Recovery: Step-by-Step Membership Development WebcastSlide 50

To get the list of Arrears of your Organizational Unit, go to SAMIEEE www.ieee.org/organizations/vols/samieee/positions.html Click Access SAMIEEE Insert you User ID and Password, and Login Click SAMIeee in Shared Folders Click Geographic Predefined Query and you will get the list of Predefined Queries From the list of Predefined Queries select –(GEO) Arrears: Member Contact Info By Section-By Grade Sections Arrears Lists Using SAMIEE – Step-by-Step Slide 51Membership Development Web Cast Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org

Sections Arrears Lists Using SAMIEE – Step-by-Step Slide 52Membership Development Web Cast Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org

Appendix International Phone Numbers MD Webcast Membership Development WebcastSlide 56

Toll free US & Canada:1-866-546-3377 Toll US & Canada:1-719-234-7872 Local - Australia, Sydney:+61 (0) 2 8207 3481 Local - Austria, Graz:+43 (0) 316 218 875 089 Local - Austria, Vienna:+43 (0) 1 274 872 5021 Local - Belgium, Brussels:+32 (0) 2 300 1147 Local - Belgium, Liege:+32 (0) 4 244 10 39 Local - Brazil, Sao Paulo:+55 11 5582 6544 Local - Denmark, Copenhagen: +45 70 14 49 57 Local - Finland, Helsinki:+358 (0) 9 2311 3376 Local - France, Lille:+33 (0) 359 81 35 02 Local - France, Lyon:+33 (0) 426 84 04 42 Local - France, Marseille:+33 (0) 488 91 55 39 Local - France, Paris:+33 (0) 1 72 69 79 27 Local - Germany, Berlin:+49 (0) 30 59002 4941 Local - Germany, Cologne:+49 (0) 221 6501 0766 Local - Germany, Frankfurt:+49 (0) 69 12009 827 Local - Germany, Hamburg:+49 (0) 40 80902 0896 Local - Germany, Munich:+49 (0) 89 71040 5612 Local - Hong Kong:+852 3008 0323 Local - Ireland, Dublin:+353 (0) 1 437 0818 Local - Italy, Milan:+39 02 897 819 55 Membership Development Web Cast Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org

Local - Italy, Rome:+39 06 833 604 29 Local - Italy, Turin:+39 011 2173 449 Local - Japan, Tokyo:+81 (0) 3 4455 1494 Local - Netherlands, Amsterdam:+31 (0) 20 262 9512 Local - Netherlands, Rotterdam:+31 (0) 10 742 01 29 Local - Norway, Oslo:+47 21 54 70 94 Local - Scotland, Glasgow:+44 (0) 141 404 9909 Local - Singapore:+65 6517 0632 Local - Spain, Barcelona:+34 93 802 0297 Local - Spain, Madrid:+34 91 829 8573 Local - Spain, Valencia:+34 96 314 6027 Local - Sweden, Stockholm:+46 (0) 8 5205 4929 Local - Switzerland, Geneva:+41 (0) 22 555 0208 Local - Switzerland, Zurich:+41 (0) 44 556 8420 Local - UK, Birmingham:+44 (0) 121 260 4885 Local - UK, Leeds:+44 (0) 113 322 2679 Local - UK, Liverpool:+44 (0) 151 203 9907 Local - UK, London:+44 (0) 20 7078 9148 Local - UK, Manchester:+44 (0) 161 250 8004 Slide 58Membership Development Web Cast Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org

International toll free - Argentina:0800 222 0019 International toll free - Australia:1 800 059 489 International toll free - Austria:0800 295 592 International toll free - Belgium:0 800 76 384 International toll free - Chile:123 0020 9212 International toll free - China, Northern Region: 10 800 140 1338 International toll free - China, Southern Region: 10 800 714 1335 International toll free - Colombia:01 800 518 1029 International toll free - Czech Republic: 800 700 493 International toll free - Denmark:80 889 806 International toll free - Dominican Republic: 1 888 751 4719 International toll free - Ecuador:1 800 020 314 International toll free - France:0 800 915 011 International toll free - Germany:0 800 181 6388 International toll free - Greece:00 800 161 2205 9029 International toll free - Hong Kong:800 930 332 International toll free - Hungary:06 800 168 92 International toll free - India:000 800 1007 431 Slide 59Membership Development Web Cast Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org

International toll free - Indonesia:001 803 017 9029 International toll free - Ireland:1 800 949 042 International toll free - Israel:1 80 925 9029 International toll free - Italy:800 873 857 International toll free - Japan:00531 16 0959 International toll free - Latvia:8000 3326 International toll free - Lithuania:8 800 3 08 34 International toll free - Luxembourg:800 2 7158 International toll free - Malaysia:1 800 814 391 International toll free - Mexico:001 800 514 9029 International toll free - Monaco:800 93 556 International toll free - Netherlands:0 800 022 9387 International toll free - New Zealand: 0 800 449 692 International toll free - Norway:800 107 00 International toll free - Panama:00 800 226 9029 International toll free - Poland:00 800 112 40 84 International toll free - Portugal:800 827 501 International toll free - Russia:810 800 2853 1012 International toll free - Singapore:800 101 2176 International toll free - Slovenia:0 800 80375 International toll free - South Africa:0 800 981 808 Slide 60Membership Development Web Cast Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org

International toll free - South Korea:003 0813 2261 International toll free - Spain:900 937 613 International toll free - Sweden:02 079 9651 International toll free - Switzerland:0 800 893 453 International toll free - Thailand:001 800 156 205 9029 International toll free - Trinidad- Tobago: 1 800 205 9029 International toll free - UK:0 808 101 3382 International toll free - Uruguay:0004 019 0305 International toll free - Venezuela:0 800 100 8373 Slide 61Membership Development Web Cast Web Cast Etiquette: *6 for mute. Ask questions using the online chat feature. Technical assistance: web-conf@ieee.org

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IEEE Membership Development Conference Call / Web Cast Lee Stogner Chair, IEEE Membership Recruitment and Recovery Committee

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