The presentation was given to a group of nonprofit leaders of all shapes and sizes and hosted by the Foundation for MetroWest. The topic is how to increase member retention and design retention strategy.

1. UNLOCKING POTENTIAL
Building Retention Strategy
Higher Levels of Order & Organization
Eric W. Curtis

2. TODAY
‣ Introductions
‣ Retention Defined
‣ Member Experience
‣ Value & Appreciation
‣ Organization
‣ Moving Forward

3. INTRODUCTIONS

4. MISSION
Unlock the potential of nonprofit
leaders to better serve others and
tackle society’s challenges

5. NONPROFIT EXPERIENCE
YMCA
of
Greater
Providence
YMCA
of
Greater
Boston
YMCA
of
the
North
Shore
Augusta
YMCA

6. WHAT IS RETENTION?

7. RETENTION THINKING
People
will
stay
where
they
are
most
Managed
&
Appreciated
Increase
capacity
by
building
higher
levels
of
Order
&
Organiza>on

8. MEMBER EXPERIENCE

9. MEMBER EXPERIENCE
MARKETING
JOIN
SERVICE
ADMIN
QUALITY
COMMUNICATION
VOLUNTEER
ENGAGE

10. MEMBER EXPERIENCE
GUIDE BOOK

11. APPRECIATE

12. APPRECIATE

13. APPRECIATE
GUIDE BOOK

14. ORGANIZATION

15. Job Title:
Function:
Name:
PRIMARY PURPOSE:
TOP 5 KEY ACTIVITIES:
1.
2.
3.
4.
5.
KEY PERFORMANCE INDICATORS:
1.
2.
3.
4.
5.
ORGANIZATION
JOB POST
CLARITY-ACCOUNTABILITY-PRIORITY

16. ORGANIZATION
GUIDE BOOK

17. MOVING FORWARD
“What gets measured gets managed.”
-Peter Drucker

18. MOVING FORWARD
GOALS
RETENTION RATE NOW:_____________________________________________
RETENTION RATE GOAL: _____________________ BY-WHEN:_____________
ACTION 1: _________________________________________________________
ACTION 2: _________________________________________________________
ACTION 3: _________________________________________________________

19. MOVING FORWARD
GUIDE BOOK

20. THANK YOU
Increasing Member Retention
Eric Curtis
eric@curtisnolan.com
SERVICES: Strategic Planning | Retention | Change Management | Leadership Development