2015 FLM LDR Membership Retention. Standards Certification Education & Training Publishing Conferences & Exhibits. Marty Bince, VP IMD

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1 2015 FLM LDR Membership Retention Standards Certification Education & Training Publishing Conferences & Exhibits Marty Bince, VP IMD

2 Membership Chair Training: Retention and Renewal Standards Certification Education & Training Publishing Conferences & Exhibits

3 Agenda Introductions IMD s goals, roles and responsibilities to membership Future: IMD working with Sections Membership Chair Yearly Plans Section Membership Activities Review Active Grace renewals: your top returns Preference Center and Recovery Membership Newsletter Adverts Member surveys Membership Chair Resources

4 After Years of Research the number 1 reason why ISA members discontinue membership has been found to be Standards (GUESS???) Certification Education & Training Publishing Conferences & Exhibits

5 They never get around to Standards Certification Education & Training Publishing Conferences & Exhibits RENEWING

6 Would you consider joining IMD to assist at the Society level? Image & Membership Department Goals Chartered to manage the ISA brand Retain and grow membership Roles IMD to marshal Society resources Section Membership Chairs to work with local members How about IMD and Section membership chairs to work together?

7 Working Together IMD reaching out to section membership chairs Webinars, newsletters Assist with Membership Chair continuing education, best practices (your contributions appreciated). Membership campaigns: Monthly Active Grace Lapsed Members Automation Community campaign Defining, identifying and improving member value and benefits

8 Membership Chair Plan - Some guidelines A membership committee meeting (outside of the board meeting) is beneficial in May to invite new membership assistants to the committee and plan some membership activities in preparation for the next September May technical meeting schedule A membership report/update is useful for the minutes for each board meeting, whether or not you can attend the board meeting. Just log members, students, grace members from the membership report If you called anyone on the Active Grace list document it

9 Goals for the Section: Retain (and grow) membership numbers Encourage Active Grace (membership runs out, ISA holds as members for another 90 days) to renew by phoning these folks directly each month. Encourage Senior Membership members generally remain if they have additional benefits Encourage Divisional membership members generally remain if they have additional interests Inform members of benefits of ISA membership Utilize membership desks for the purposes of membership growth at section events or industry events where potential members may be reached as required. Other board members and retired board members to assist. Encourage ISA membership at all courses, conferences Acknowledge new members in the newsletter and at meetings

10 ISA Membership Benefits Technical Resources Discounts on ISA resources, training, and conferences Subscription to InTech magazine Unlimited online viewing of ISA standards Unlimited access to archived ISA web seminars Unlimited downloads of ISA Technical Papers Professional Network Access to local professionals via ISA Sections Connections to peers via ISA Technical Divisions Industry thought leader discussions via ISA Online Communities NEW independent contractor insurance for US residents covers you worldwide! Leadership Skills Leadership Development Training Hundreds of Volunteer Roles Publishing, Teaching, and Presenting Opportunities ISA Honors and Awards, Recognition Programs ISA Membership: Your All-Access Pass

11 Section Membership Activities Membership Chair Guide: Membership Desk at events Review use of latest rosters Welcome new members Active Grace Retention Membership Goals total Members at year-end (vs. the previous year) retention rate (vs. last year) number of new Members recruited net growth (combination of recruitment and retention) growth vs. other Sections of a similar size

12 Membership Chair Yearly Plan Month/Date Action: Action by/due Date June Call Membership Committee meeting to plan Admin to send invite to board members. Location TBD July 1 Officially take office August 1 Prepare Budget Send to Admin September 10 Utilize Active Grace reports to invite members to Membership committee to call/ invites to AG list September kickoff event September 21 Membership Board update/report Send brief report to admin October 10 Utilize Active Grace reports to invite members to Membership committee to call/ invites to AG list October technical meeting October 21 Membership Board report Send brief report to admin November 10 Utilize Active Grace reports to invite members to Membership committee to call/ invites to AG list November technical meeting November 21 Membership Board report Send brief report to admin January Membership Committee meeting Catch up, adjust plans February 10 Utilize Active Grace reports to invite members to Membership committee to call/ invites to AG list February technical meeting February 21 Membership Board report Send brief report to admin Tradeshow Year Only: February board meeting Prepare Membership Desk for tradeshow: Invite board members and Life/retired members to volunteer at Membership Desk, order membership materials and computers for registration Admin to send invite to board members. Personal invites to life/retired members Order membership materials/gifts Confirm computers/wifi for registration March 10 Utilize Active Grace reports to invite members to Membership committee to call/ invites to AG list March technical meeting March 21 Membership Board report Send brief report to admin April 10 Utilize Active Grace reports to invite members to April Membership committee to call/ invites to AG list technical meeting April 21 Membership Board report Send brief report to admin May Membership Committee meeting Plan for the Fall May 10 Utilize Active Grace reports to invite members to May Membership committee to call/ invites to AG list technical meeting May 21 Membership Board report Send brief report to admin

13 Active Grace phone script leave a Message Hello, is in? Not in, leave the following message: This is, a volunteer on the membership committee calling from the local ISA XXXX section. s membership has lapsed and we re wondering if would be interested in renewing ISA membership. Please have him/her call me at XXX-XXX-XXXX and I ll fill them in. We have an interesting lineup of technical events this year and we d like to help every instrumentation/automation member benefit from our technical resources.

14 Active Grace phone script - live Thanks for taking my call. My name is, and I m a volunteer on the ISA Section membership committee. You were a member in the past and your membership may have lapsed if we didn t get our renewal notices to the correct or mailing address. Would you be interested in renewing your membership? If not renewing: Could I ask why? Change Careers _ Meetings not of interest_ Lost job _ Moving Other Remaining on the mailing list. Would you be interested in continuing to receive our s? Yes What would be your personal address If renewing, Great, you could renew on-line at (can I send you the link) This year we had 2 technical events, our monthly newsletter to stay abreast, and a webinar on XXXX topics. As well, all ISA standards are available to members at no charge and there are some 40 online presentations and courses for members to receive to keep their technical education current. Our next technical event is Can I update your ISA , address, phone numbers to ensure that the newsletter can be received? If you need any assistance with your renewal, you can contact me,

15 Membership Desk at events Name tags for all Color dot to identify new members Membership forms available Sample technical materials, InTech, divisional materials

16 New Member welcome letter Dear <new member>, Subject: Welcome to ISA XXXX Section Thank you for joining the ISA XXXX Section. There are many opportunities for you to take advantage and maximize the benefits of your ISA membership including: Local Section technical meetings which are the ideal opportunity to meet your peers, learn about interesting technologies and influence what is happening in our industry. We have enclosed a coupon for dinner to one meeting. Meetings are normally held the last Monday of the month September May. The next meeting is.. Local newsletter, featuring technical meeting announcements, job board announcements, training courses and local activities for your professional development. Student activities if you are looking to hire (a common need these days), you may be interested in being involved with our student chapters. To stay up-to-date, please check our Section website Thank you again for joining ISA and I look forward to seeing you soon at one of our local Section events. I am certain you will find it as rewarding as it has been for me. Sincerely, ISA XXXX Section President Encl: Section Meeting ticket, Contactor newsletter

17 Rosters For a look at the latest rosters Go to Contact Rachael McGuffin, ISA Staff for support New Members identified Active Grace New! Automation community members as prospective members

18 Automation Community Members Automation Community Members have joined from the web, after purchasing materials or registering for a webinar and are not ISA members. Digital membership only. Only receive InTech Only recently assigned to sections Invite to local section meetings and events Note: AC members are non-members that can be considered prospective candidates to invite to a single meeting to help them understand member benefits ISA Society will organize a conversion campaign: stay tuned

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20 Top Member Retention Ideas 1. List new members in newsletter 2. Identify new members at meetings 3. New member phone orientation with members that don t attend meetings 4. Member surveys (paper or surveymonkey.com) 5. Contact active grace members by phone 6. Help adjust settings

21 preferences Received one too many s? Unsubscribed All but want to retain section or divisional news? Wonder how to better manage s?

22 Opting In/Opting Out Section members are allowed to opt-in or opt-out of society and section s. Method 1 go to login, and select the topics you wish to receive or Method 2 Bottom of any ISA Society To unsubscribe or change your communication preferences, please click here. Method 3 Preference Center: Member Profile

23 Preference Center on Member Profile Log-in to Go to My ISA Account Go to Phone & (right side)

24 Select Opt-in and Opt-out to ISA s

25 Technical topics and Products/Services

26 Select society, division, section communications.

27 Opt-out of ISA Communications INCLUDES Opt-out of SECTION COMMUNICATIONS! Go Back, Opt-out every individual selection, but unselect SECTION COMMUNICATION

28 Recovery Many members utilize work as primary and only Some members move, no forwarding ISA (Society nor Section) can no longer provide communications nor renew. Members don t leave they just fail to renew Recovery will provide another valuable contact method, only to be used in the event the primary can t be reached and only for renewal. Ask members to provide recovery Home, Other, Seasonal, Work

29 Recovery Addresses on Member Profile Log-in to Go to My ISA Account Go to Phone & (right side)

30 Recovery using Other Go to Add New

31 Add address: Home, Other, Seasonal, Work

32 Share Preference Centerwith your members: 5 minutes before a technical meeting Short presentation available for technical meetings Go to the very bottom of Go live and demonstrate preference center Opt-into Section Communications Ask each member to add a home or other - preferably a personal address

33 What do Members want? from ISA Courses, standards from Section Local speakers from Division(s) Technical content

34 Available Resources IMD Newsletter with best practices Rachel McGuffin, staff Membership materials Rosters, membership guides, webinars

35 Membership Adverts for your newsletters Membership brochure and flyers Go to Unemployed member program

36 Most Members never leave ISA they Just forget to renew Help Your Members RENEW