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Leverage Chapters to Engage & Grow Membership

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Leverage Chapters to Engage & Grow Membership

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Whether you believe it or not – chapters can play a key role in membership and revenue growth for your association. But how do you get there? How do you set your chapters up for success? How can you support them?

We cover how…
- You can leverage chapters as a channel to reach new audiences.
- You can tap into (and boost) chapters unique ability to provide community and optimize the member experience.
- You can leverage chapter experiences to drive community influencers.

We dive into how you can lead, support and measure these initiatives. The results will be a stronger channel and your chapter network will be aligned to association membership goals.

#LeverageChapters
#GotChapters

Whether you believe it or not – chapters can play a key role in membership and revenue growth for your association. But how do you get there? How do you set your chapters up for success? How can you support them?

We cover how…
- You can leverage chapters as a channel to reach new audiences.
- You can tap into (and boost) chapters unique ability to provide community and optimize the member experience.
- You can leverage chapter experiences to drive community influencers.

We dive into how you can lead, support and measure these initiatives. The results will be a stronger channel and your chapter network will be aligned to association membership goals.

#LeverageChapters
#GotChapters

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Leverage Chapters to Engage & Grow Membership

  1. 1. Leverage Chapters to Engage & Grow Membership
  2. 2. Got chapters? We’ve got solutions. Billhighway gives your chapters the tools to automate and simplify operations while creating data visibility across your entire organization. This empowers you and your chapters to focus more on member value and grow your association. About Hosts Billhighway & Mariner Mariner Management & Marketing is your partner in helping association volunteers and staff create the greatest possible value for your members and in ensuring the long term health and growth of your association.
  3. 3. Our Shared Purpose To build community and connect component-based organizations and component relations professionals (CRPs).
  4. 4. Ask Your Neighbor Share the most interesting answers you learned
  5. 5. Make Sure to Use Your Journal…
  6. 6. Why are you here today? GOALS
  7. 7. Today’s Agenda Getting Started01 02 03 04 05 Recruitment Engagement Renewals Wrap Up
  8. 8. Reach New Audiences: Components offer access to non-members, local-only members & members By Leveraging Chapters in Membership Efforts You Can… Capture Local Stories: Opportunity to highlight the local angle and local impact of national topics Provide Community: Expand your ability to connect members together And Ultimately Grow!
  9. 9. Recruitment/Sales: How are you using your chapters as a channel to recruit members? Engagement: How can you use your chapters as effective drivers of local engagement? Retention: How are your chapters assisting in the efforts to retain members? Key Questions 01 02 03
  10. 10. Hybrid with Individual & Organizational Membership Separately Incorporated Chapters US-Based National Association of Community Development Contingent v. Non-contingent
  11. 11. Question When you think about recruitment, engagement & renewals…what do you MOST want to focus on?
  12. 12. Today’s Overview Recruitment Engagement Renewals
  13. 13. Recruitment & Sales
  14. 14. Question What’s your biggest recruitment & sales challenge?
  15. 15. How have others hacked it? Incentives01 02 03 04 05 National Campaign – Local Value National Campaign Pilot with Chapters Empower Local Campaigns Package National-Chapter Membership
  16. 16. Cash & prize incentives for top recruiting members – National Engaging members in call-a-thon – Chapter All expenses paid trip to trade show –Chapter #1 NAHB Incentives
  17. 17. PRSA National Membership Drive #2 PRSA National Campaign – Local Value Chapter Membership Bonus
  18. 18. Goal: reach young people Piloted with 2 chapters #3 AOA Campaign Pilot Test drove all aspects of campaign Conversion rate 11%, +3%
  19. 19. 5 years ago chapter membership dropped Offered member rate & future member rate #4 APWA Chapter Campaign Started with their conference Brought in 50 new members Invited them to education sessions, etc.
  20. 20. American Nurses Association – chapter opt-in Association for Talent Development Power Membership #5 Package National- Chapter Membership American Library Association – chapter opt-in GBTA All Access Membership
  21. 21. DISCUSSION Why do these work?
  22. 22. HowtoHackIt Set Yourself Up For Success Reimagine resources for your chapters (try new formats) Train them how to use it (include who, what, where & when) Help create audience specific copy (give them tools)
  23. 23. Tip: Provide tools and how-tos
  24. 24. Tip: Explain what, how and where
  25. 25. Tip: Try a different format
  26. 26. Tip: Create marketing copy for chapters
  27. 27. Tip: Share tools they can use
  28. 28. Step 1 Pick a Conversation Navigator & Conversation Note- taker (1 min) Step 2 Set the course … discussion to further define the question posed & why it matters (5 min) Step 3 Idea-storming! (10 min) Step 4 Check-in … did we answer the question? (3 min) 01 02 03 04 Activity Overview
  29. 29. 1. What are the recruitment opportunities? 2. What are the challenges/obstacles? 3. What could be the desired outcome? Set the Course (5 min)
  30. 30. 1. What can we do to take action on these opportunities? 2. What other angles can we think of? Idea-Storming (10 min)
  31. 31. 1. Did we answer the question? 2. Does this solve the initial challenge? Check-In (3 min)
  32. 32. Report Out Share your key takeaways
  33. 33. Let’s Break
  34. 34. Member Engagement & Retention
  35. 35. Question What’s your biggest engagement challenge?
  36. 36. How have others hacked it? By Being a True Education Partner01 02 03 04 05 Social Media Campaigns New Member & Targeted Member Events Student Challenge A Message from the Chapter
  37. 37. Direct correlation between training & member retention Help chapters understand local educational needs Support education programming #1 NATP Chapter Training for Members
  38. 38. The #fitnursefriday goal: increase participation in fitness Aligned with ANA’s “grand challenge” Healthy Nurse, Healthy Nation #2 #FitNurseFriday5K Campaign Power move: engage state associations In 2017, 42% of virtual 5k participants were non-members
  39. 39. #2 ASLA Chapters Instagram Takeover ASLA’s goal: celebrate member’s work & profession Power move: Tap chapters for local stories; engage members 49 chapters each took over ASLA’s Instagram feed for a day Win-Win: boosted national-chapter relationship, boosted chapter-member engagement, grew Instagram followers 10%
  40. 40. Kansas City NARI chapter hosts new member mingles #3 NARI New Member Mingle New members network in small group setting Each attendee receives discount coupons for Educational programming, Events & Membership Renewal
  41. 41. Small networking events hosted by members #3 PRSA Maryland Coffee Withs Free to members Drew largely unengaged members
  42. 42. NY Society developed a research challenge for college students; Global scaled it #4 Student Challenge Engage members at early, critical age Bonus: Creates ad-hoc volunteer opportunities Bonus: Prepping students with real-world learning
  43. 43. #5 AADE New Member Welcome Built in an email from the chapter president Added quick links including one to state page Tied to a New Member Welcome tool-kit
  44. 44. DISCUSSION Why do these work?
  45. 45. HowtoHackIt Set Yourself Up For Success Don’t go all in! Pilot programs with certain chapters first – fix the bugs, then roll it out nationally Give your chapter leaders new engagement ideas or crowd source them from more innovative chapters Look at your own member engagement strategy – where do your chapters fit in?
  46. 46. 1. What are the engagement opportunities? 2. What are the challenges/obstacles? 3. What could be the desired outcome? Set the Course (5 min)
  47. 47. 1. What can we do to take action on these opportunities? 2. What other angles can we think of? Idea-Storming (10 min)
  48. 48. 1. Did we answer the question? 2. Does this solve the initial challenge? Check-In (3 min)
  49. 49. Report Out Share your key takeaways
  50. 50. Let’s Break
  51. 51. Renewal Strategy
  52. 52. Question What’s your biggest renewal challenge?
  53. 53. How have others hacked it? Confirming the Value01 02 03 Invoice Messenger or Messaging MRN Outreach Calls
  54. 54. Personalized Email Phone call #1 Confirming the Value Postcard
  55. 55. Add chapter to messaging Add signature #2 Invoice Messaging Ask chapters to send targeted emails, postcards, calls
  56. 56. Matched BOD with members on expired list #3 MRN Outreach Calls Friendly check-in call Netted intel on members (clean up data); BOD useful feedback; soft reminder
  57. 57. DISCUSSION Why do these work?
  58. 58. HowtoHackIt Set Yourself Up For Success Look at your retention cycle, where do your chapters fit in? Don’t have chapters make expired phone calls—it’s too late! Make sure to use your chapters as one of your touchpoints/reminders
  59. 59. 1. What are the retention opportunities? 2. What are the challenges/obstacles? 3. What could be the desired outcome? Set the Course (5 min)
  60. 60. 1. What can we do to take action on these opportunities? 2. What other angles can we think of? Idea-Storming (10 min)
  61. 61. 1. Did we answer the question? 2. Does this solve the initial challenge? Check-In (3 min)
  62. 62. Report Out Share your key takeaways
  63. 63. Wrap Up & Review: Take a Moment to Reflect
  64. 64. What’s Your 1?
  65. 65. Give us your feedback
  66. 66. October 18th Friday, October 18th, 2019 7:30 AM - 4:30 PM EDT Happy Hour to Follow Grand Hyatt Washington 1000 H St. NW Washington, DC 20001 $199 Pricing $199 Early Bird Pricing $249 Sleepy Bird Pricing www.leveragechapters.com
  67. 67. Thank You!
  68. 68. Lunch & Conversation

Editor's Notes

  • @Charlotte

    Whether you believe it or not – chapters can play a key role in membership and revenue growth for your association. But how do you get there? How do you set your chapters up for success? How can you support them?

    We’ll cover how…
    You can leverage chapters as a channel to reach new audiences.
    You can tap into (and boost) chapters unique ability to provide community and optimize the member experience.
    You can leverage chapter experiences to drive community influencers.

    We’ll dive into how you can lead, support and measure these initiatives. The results will be a stronger channel and your chapter network will be aligned to association membership goals.


  • @Charlotte - Introduce Billhighway

    @Peggy/Peter – Introduce Mariner
  • @Peggy

    Share our purpose in putting events like these on between BH & Mariner

    Give them our WHY
  • @Peggy

    What’s the greatest strength of your chapters?
    What’s your spirit animal & why?
  • @Charlotte
  • @Peter

    Define Your Goal For Today

    “Why are you here” open question, capture responses on flip chart
  • @Peter

  • @Charlotte

    Remove Silos – Think of all the non-members (and members) your message may not be reaching in each metro area or chapter location? It’s like starting a movement (reference the dancing video from TED Talk). It also breaks down silos in your own association because the more collaborative they can be and realize how chapters may be able to help them accomplish their goals.
    Local Storytelling – People love seeing people they know, or stories they can relate to. Going local is a great way to do that. Think of all the stories out there and how much chapters may be able to broaden the reach.

    86% of respondents said that chapter/local peer networking is their primary reason for belonging to FEI
  • @Charlotte

    @Paige - Update images
  • @Peggy/Peter

    Move into groups based on Contingent (must join both) v non-contingent
  • @Peggy
  • @Peggy

    Today we’re going to break down membership growth into 3 components:
    Recruitment
    Engagement
    Renewals
  • @Peggy
  • @Peggy intro 5 stories to share

    Incentives – NAHB @Charlotte Add Chapters to National Promo – PRSA @Peggy Pilot AOA @Peggy
    Empower Local Campaigns –APWA @Peggy Package National-Chapter Membership @Peter
  • @Charlotte

    NAHB Incentive Example
    https://associationsnow.com/2018/10/membership-hack-recruitment-competition-chapters/  

    Great for super competitive members or industry.
    Need to understand what they value (it might be more than just money!)


    Key Takeaways for Incentive Programs
    Incentives can be effective, when leveraged appropriately
    Understand what motivates chapter leaders and members
    Word of mouth is powerful, provide ideas on how to leverage
    Things to watch out for:
    Packaging conference registration with membership = low retention
    Can drive non-qualified members to register who then drop
    Membership drive – make sure there are scalable processes for onboarding in place to minimize poor experiences.

  • @Peggy
    If you join, you get your chapter members & initiation fee waived – People love to tell their peers
  • @Peggy
    https://associationsnow.com/2019/07/test-drive-next-member-recruitment-campaign/
    American Optometric Association, a piloted approach with chapters pointed the way to a successful national member recruitment campaign to reach more young people. The test-drive let AOA monitor the response to all aspects of the campaign, from its call to action to its creative touches, before rolling it out nationally last year.

    The “United in Possibilities” campaign, which won a 2019 ASAE Gold Circle Award in the membership recruitment campaign category, launched first in AOA’s Georgia and Minnesota chapters. The pilot yielded a conversion rate of 11 percent, exceeding the 8 percent goal set early in the project.

    piloting several marketing tactics with chapters first helped inform a national campaign targeted to young prospects.
  • @Peggy

    "It Worked For Us" – Alberta Chapter: New Member Recruitment
    https://www.youtube.com/watch?v=sPoY4ZrtHJw&list=PLbTAQf0hXtkoyPWYNE0hyrP8Jh1EgV5hQ&index=8&t=0s

    Patty Podoborozny tells us about the Alberta Chapter's New Member Recruitment.

    5 years ago chapter membership dropped
    What are the local benefits of membership besides the obvious national benefits?
    Started talking about incentives they could offer
    Offered member rate & a future member rate
    Started with their conference and this got them about 50 new members
    Engage members throughout the year (invite them to education sessions, reach out to them)
    Retention rate of new members is about 20%, then the next conference they bring in about 50 more
    Every year they build on that base and work to expand their support
  • @Peter

    American Nurses Association - While NJSNA has been working in partnership with ANA for years, it’s now one of 25 state-based nursing associations participating in a dual membership.
    GBTA – All Access membership Global Business Travel Association, where joint membership makes it possible to communicate directly and efficiently with their 9,000 members, based in 39 chapters spread across the world
    American Library Association https://www.ala.org/ala/ourassociation/chapters/jointmembership/jointmembership.htm
    National Science Teaching Association https://www.nsta.org/membership/joint.aspx
    Association for Talent Development https://www.td.org/chapters/clc/powermembership Power Membership
  • @Peter – ask question
    @Charlotte – record on flip chart

    Let’s dissect the key components & takeaways from each of these examples.

    What’s the one thing you can take away with you?
  • @Peggy –
    How do you set yourself up for success? Here’s the 3 things you need to think about:
    Create a resource for your chapters
    Train them how to use it
    Help them create targeted copy for young professionals…give them specific tools (canva, etc.)
  • @Peggy

    Power Member Marketing Resources: https://www.td.org/chapters/clc/powermembership

    Customizable Power Membership Brochure (Use this to promote your chapter and ATD! Tailor the brochure to add information relevant to your chapter, upcoming event details, and membership details. Include your chapter logo where instructed, add your chapter’s contact information, and include photos of your chapter members!)
    Customizable Power Membership Handout (Use this to promote your chapter and ATD by either printing out or posting to your chapter's website. Tailor the handout to add information relevant to your chapter. Include your chapter logo where instructed.)
    Customizable Power Membership Email (Use this to promote your chapter and ATD and help complete one of the foundational joint membership activities, "Send quarterly email to prospective members promoting Power Membership." Tailor the email to add information relevant to your chapter.)
    Power Member Ads: one-third page or one-half page
    Power Member Chapter Presentation
    Power Membership Webpage for Wild Apricot: (Use the HTML code to create the webpage and the job aid to help you facilitate the implementation process. Include your chapter ChIP code where instructed!)
  • @Peggy

    Membership marketing collateral: The Association for Corporate Growth provides membership marketing videos, PowerPoints, brochures, and branding guidelines to their chapters.

    Provides membership marketing videos, PowerPoints, brochures, and branding guidelines to their chapters.

    Explain what the resource is
    Explain how to use it
    Give examples of where to use it
  • @Peggy

    https://www.youtube.com/playlist?list=PLbTAQf0hXtkoyPWYNE0hyrP8Jh1EgV5hQ

    Sometimes people don’t read that perfectly crafted email you created…so you’ve got to find other ways to get the info out.

    The American Public Works Association has a chapter leader YouTube channel with videos about:
    chapter leader resources
    Membership 101
    chapter success stories

    https://www.billhighway.co/wanted-by-chapters-everywhere-member-recruitment-training/

    Tips
    Send a short video on the same day each week – “Tip Tuesday”
    Make it personal – show someone’s face to make a connection
    Highlight stories from other chapters
    Chapter leaders could make short videos to send vs. standard emails

  • @Peggy

    https://www.rmahq.org/newchapterresources/

    Sample marketing copy for the chapter’s membership page: For their chapters, the Risk Management Association has a list of benefits targeted at different market segments.
  • @Peggy
  • @Charlotte
    Group ideation time …. Give a quick explanation of what we’re doing

    #1 Pick a Conversation Navigator & Conversation Note-taker (1 min)

    #2 Set the course … discussion to further define the question posed & why it matters (5 min)
    What is the opportunity here?
    What are the challenges or obstacles?
    What could be the desired outcome?

    #3 Idea-storming! (10 min)
    What can we do?
    What other angles can we think of?

    #4 Check-in … did we answer the question? (3 min)

  • Use slides to keep group on time
  • Use slides to keep group on time
  • Use slides to keep group on time
  • @Peter
  • @Peter
    10 minute break to stretch your legs, get coffee, go to the bathroom, respond to that email or text…
  • @Peggy

    https://www.billhighway.co/new-member-onboarding-its-not-just-show-tell/
  • @Peggy

    What would you expect of your chapter leaders when a new member joins their chapter?
    What do you expect of your chapters once a member has been through the welcoming/onboarding process?
  • @Peter intro and walk into the 1st

    By Being a True Education Partner - @Peter Social Media Campaigns - @Charlotte New Member & Targeted Member Events - @Peggy Student Challenge - @Charlotte
    A Message from the Chapter - @Peggy
  • @Peter –

    NATP did analysis & found out # of events produced by chapters direct correlation to retention in the area served by chapters regardless of the presence of # national events in that space.
    Corollary the # of national events in the chapter space didn’t have the direct correlation to retention
    Key is you have to help chapters figure out what education needs are in their area
    How do we partner with our chapters for educational programming? RAPS ….
    CoreNet Global had more events through their chapters than national

  • @Charlotte

    ANA Example
    Overview - Took something they wanted to do to engage a different audience, then set specific goals around how to do that, one of those goals being focused on leveraging their component network.

    #FitNurseFriday5K Campaign
    Social media campaign that was focused on promoting a healthy lifestyle for nurses
    Started it as a 90 day pilot – went so well they decided to keep it going.
    A Cross departmental effort that aligned with their grand challenge strategic objective – which helps get things done and helps get resources because it’s a common goal throughout the organization - Healthy Nurse, Healthy Nation
    They really wanted to engage the millennial group, the collaboration was launched by two millennial staffers.
    ANA encouraged engagement with the online nursing community by posting topics

    Campaign Goals
    Technology - Discover innovative technology solutions to increase ANA’s digital presence
    Engagement - Drive engagement with the nursing community and its supporters, including the state associations
    Social Visibility - Increase ANA’s visibility and engagement across social media platforms
    Membership - Spark member-to-member interaction
    Community - Give members opportunities to participate in a community initiative
    Membership Value - Provide value to members


    #FitNurseFriday5k ROI
    The 5k was designed to get people engaged in fitness by participating in a 5k. You didn’t have to go to a 5k, you just had to do your own 5k.
    The question was how do we get people engaged in this, taking their own pictures sharing their own success. This was a digital strategy that went local due to the community. Local nurses maybe getting together to participate together in a community 5k. This is a perfect way for us to embrace our state components.
    Modest goal for first 6 months – aimed for 500 nurses participating
    Hit their goals because they were able to connect with their state associations to reach a broader audience and leveraged community.
    Nurses felt more connected
    Members and non-members posted photos taken after a run, healthy snack ideas, and other wellness tips. After the conversation stopped on Friday, nurses still had the Healthy Nurse, Healthy Nation group on Facebook where they could stay updated on what’s going on with each other.
    The campaign reached 4.5 million people on Facebook and Twitter
    In 2016, 678 nurses participated
    In 2017, 2,244 nurses participated
    Visibility increased nation-wide due to state association engagement – even engaging non-members to participate

    Support Given to Chapters - Members and non-members posted photos taken after a run, healthy snack ideas, and other wellness tips. After the conversation stopped on Friday, nurses still had the Healthy Nurse, Healthy Nation group on Facebook where they could stay updated on what’s going on with each other.
    Consistent Messaging - Put together a tool kit for chapters that included graphics, sample social media posts and sample emails.
    Customizable by Chapter - Wanted states and chapters to feel like they’re part of it. The toolkit was customizable so they could customize messaging to reflect their goals.
    Online Community - Hosted an online community where states and their chapters could find help, get information, and download resources (like the tool kit).




  • @Charlotte

    Already had a base on IG – wanted to explore how they could take it further.
    Offered that a chapter could take over their Instagram feed for one day – since they have more chapters than days in a month…they extended a bit
    Gave an option based on comfort level – given log in to actually take it over, or ASLA would post for them if they provided the posts
    Had members showcased
    Created a local value statement and enabled chapters to have conversations with their members “hey, you’re doing this really awesome thing, we’d love to showcase it’ – now you’re getting tons and tons of stories show that they truly were a global organization with members all over the place doing different things in the realm of landscape architecture


    Chapter Take-Over ROI
    Membership - Chapters enjoyed showcasing members on the national level
    Chapter Engagement - Allowed ASLA to engage chapters who weren’t as involved with national or on social media
    Increase Followers - Grew ASLA’s Instagram followers 10%
    Target Market - Aimed at (and hit) target market for younger professionals & college students
    New Ideas & Content - Gave fresh photos and content for the national Instagram campaign
    Social Media - Gave chapters a hands-on social media lesson

    Support Given to Chapters
    Provided chapters with a webinar & toolkit
    The toolkit included a card “This is Landscape Architecture” to hold in front of your favorite design
    Allowed chapters two options to participate:
    Chapters are given login to national Instagram account to post images
    National will schedule posts through Hootsuite on behalf of the chapter
    National’s PR & Communications Coordinator shared his cellphone to volunteers for help outside office hours


    Lessons to Share
    Devil is in the details to do the important prep upfront
    Dedicate a Campaign Manager - Remember you are still the campaign manager – be sure to build time to help chapters succeed. Must have a POC and take charge of the coordination
    Keep schedule in front of everyone
    Find the WIIFM (What’s In It For Me) - Show value-add to members by giving their projects national exposure.
    Piggy Back on Success - Build on an existing effort that members know about – no need to convince leaders that the campaign will be successful




  • @Peggy

    Options for New Member Orientation
    Monthly new member mingles
    Example: The Kansas City chapter of the National Association of the Remodeling Industry (NARI) hosts monthly New Member Mingles, an opportunity for new members to network in a small group setting. Each attendee receives coupons to use in their first year of membership for discounts on educational programming, events, and membership renewal.

    https://www.billhighway.co/give-new-members-the-personal-touch-during-chapter-onboarding/

    How to Arrange a Welcoming First Event
    New Welcome Ambassadors – Have them welcome at the door, upon registration give new members a specific colored name tag or badge so they can be identified. Have this person introduce them to others, make them feel comfortable, etc.
    Encouraged Structured Networking - Build in time for structured networking. New members need networking time to connect, but during open networking friends gravitate towards friends, leaving new members feeling like they are the only one in the room who doesn’t know anyone.
    Think member experience - Ask new members to pick up a gift before they leave the event. We heard about one association that gives new members a logo-ed coffee cup filled with treats to bring back to work. Assign a volunteer to call new members the week after the event to check in, hear about their experience, and suggest next steps.
    Event Follow Up - Assign a volunteer to call new members the week after the event to check in, hear about their experience, and suggest next steps (this can be a microvolunteer opportunity!)

  • @Peggy
    PRSA Maryland Coffee Withs

    Started as a way to engage members “closer to home” and to deepen engagement with various agencies
    Largely drew unengaged
    Free to members and eventually added small fee for non-members – worked to our advantage
    Borrowed idea from the GA chapter and made it our own
    Got rave reviews. One nonmember said it drew him to a paid event and then to membership and then to speaking
  • @Charlotte

    Example: CFA Institute Research Challenge – Recruiting Younger Members
    Aimed at the university community, the research challenge, where student teams would pretend to be an investment management team for 2 semesters where they would research a publically traded company and make recommendations on whether to buy, sell or hold that stock like they would in the real world. Great experience for them. Started in the NY society about 10-13 years ago. Global came in and asked if they could use that idea, now several 100 schools around the world participate in it and they complete in a Global competition (a winning team from each region participates)

    Challenge ROI
    Membership - Engage members at an early, critical age. One specific society wouldn’t be surprised if 50% of their charter members participated in the challenge.
    Chapter Engagement - Each society manages/hosts their own challenge, winners advance to Regional competition, then Global competition.
    Volunteer Opportunities - Research challenge creates opportunities to evaluate, mentor, be a judge – at local and regional levels.
    Education & Career Prep - The challenge is exposing students and potential members to real-world examples

    Key Takeaways
    You don’t have to have all the ideas - Recognize that the creativity and ideas can come from the local. You can communicate & scale.
    Be Intentional - Success will be more likely if you make an intentional decision to include chapters and leverage them in channels that they excel in.
    Look for win-wins - If an initiative or campaign can accomplish multiple goals such as connecting with members (or prospective members) in a meaningful way while creating volunteer opportunities, you’re going to find win-wins.
  • @Peggy
    AADE redesigned their New Member Welcome and inserted an email from the CB chair and added a set of quick links which included a link to the state page.
    Borrowed from AARP
    Tied to a New Member Onboarding program shared with chapter leaders
  • @Peter – ask question
    @Charlotte record on flip chart

    Let’s dissect the key components & takeaways from each of these examples.

    What’s the one thing you can take away with you?

  • @Peggy
    The question you have to ask yourself is: How are we helping the chapters engage new members?

    Map out your journey of a new member and then place chapters in the mix…
    What would you expect of your chapter leaders when a new member joins their chapter?
    What do you expect of your chapters once a member has been through the welcoming/onboarding process?

    Pilot Programs - Sometimes you might only have 3 chapters that want to get onboard, that’s fine – work with those 3.
    Empower Chapter Ideas - Empower your chapters to take an idea and run with it on their own.
    Take the trickl up approach.

    What does a chapter need to be successful in welcoming new members?
    Resources & technical support (you may not have an organization of marketers or tech-savvy individuals)
    Website audit – are chapter websites in a spot to welcome new members?
    Automated email campaign or resources that simplify the communication process for chapters to greet new members
    Understand new members
    Feedback about what members value
    Feedback about why they joined
    Feedback about their professional challenges
    More detailed information about each member
    Increase in identified volunteers
    Cleaner database
    Introduce microvolunteering opportunities
    New member welcoming can be a microvolunteer opp for existing members
     
  • @Charlotte kick-off
  • Use slides to keep group on time
  • Use slides to keep group on time
  • @Peter
  • @Peter
    5-10 minute break to stretch your legs, get coffee, go to the bathroom, respond to that email or text…
  • @Peggy

    What do you expect of your chapters when a member’s renewal timeframe is coming up?
    How do chapters fit into expiration notices?
  • @Peter – all!
    Postcard Campaign
    Leveraging Chapters in Invoicing
    MRN Outreach Calls – to talk with members who expired
  • @Peter
  • @Peter
  • @Peter – MRN Outreach calls to expired members

    Created a list of ind whose membership expired
    Reviewed list with BOD – opt-in based on personal knowledge or willingness
    Made calls – script Hey just calling to find out how things are going … make sure we’re connecting in the right way
    3 outcomes: left biz/job; hmmm slipped my mind, send; not seeing value/not interested
  • @Peggy
    Let’s dissect the key components & takeaways from each of these examples.

    What’s the one thing you can take away with you?
  • @Peter
  • @Charlotte
  • @Charlotte - What do they need to have done after 10 minutes?
  • @Charlotte
  • @Charlotte
  • @Peggy – It's time to wrap it up and review. What are three things you learned at the virtual chapters workshop today or plan to put into action back in the office?

    Who are the people at your association that you want to share this info with?
  • @Peggy - Pick 1 thing to do this year and then do it well!

    What skill/initiative are you going to work on in 2019?

    Chat in about it now

    It's time to wrap it up and review. What are three things you learned at the virtual chapters workshop today or plan to put into action back in the office?

    Who are the people at your association that you want to share this info with?
  • @Peggy –

    In the spirit of continuous learning & improvement, please tell us what you thought! The good, the bad & the ugly!

    Post-workshop survey will be coming as well!
  • @Peggy –

    www.leveragechapters.com

    Early Bird ends 7/31
  • @Peggy
  • @Peggy

    Continue the conversation and networking over lunch with your peers.

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