building a membership campaign to scale suzi carter director of programs and partnerships
TRANSCRIPT
Building a Membership Campaign to Scale
Suzi CarterDirector of Programs and
Partnerships
What’s this training going to cover?
1. Introduction to Public Narrative and Organizing
2. Components of a Membership Recruitment Campaign
3. Planning your Membership Campaign to Scale
What’s this training going to cover?
1. Introduction to Public Narrative and Organizing
2. Components of a Membership Recruitment Campaign
3. Planning your Membership Campaign to Scale
What’s your experience with member recruitment?
How would you describe your experience planning and implementing membership campaigns?
Novice Beginner Intermediate Expert
Why do member campaigns fail?
Why does this happen?
• Too much information• Death by leaders• Didn’t plan• No training• Didn’t engage the community• No momentum• No systems of accountability• No rewards• Lack of communication
• What else?
The secret to successful campaigns?
What if I told you that…
Storytelling = More Members ?
Four Cornerstones in Three Stages
LEADERSHIP
Taking responsibility for enabling others to achieve shared purpose, in
the face of uncertainty
Intro to Public Narrative
What is Public Narrative?What is Public Narrative?
A princess sends two robots to find a veteran warrior.A farm boy blows up a space station.
Storytelling
CHALLENGE
CHOICE MORAL
OUTCOME
STA
GN
AT
ION
MO
TIV
AT
ION
Inertia
Apathy
Fear
Isolation
Self Doubt
URGENCY
ANGER
HOPE
SOLIDARITY
YCMD
• Am I inspired by this vision?• Is the leadership credible?• Do I have these interests?• Do I think a co-op will solve them?• Do I think this team and
organization will be able to achieve a new co-op?
• Do I trust and respect the speaker?
• Do I know other people who have joined?
• Am I like the people who have joined? Is this for people like me?
• Do I see the need to join before it opens?
• Will I actually shop at the co-op?
• Am I financially able to join for the full amount?
• Is there an installment plan?
• Do I need to get permission from my spouse first?
• Can I pledge to join?• Will I be able to afford the
food at the co-op?• Can I learn more about the
co-op and team at a meeting, or talking with leadership 1:1?
Can I do it?
Is it worth it?
Your presentation needs to answer these questions!
Why are you starting a co-op?
When was the moment of decision?
What values motivate you to do this?
Where did you learn those values? Growing up?
Uncovering the root through dialogueUncovering the root through dialogue
The name of the game: Grassroots OrganizingThe Job of the Organizer
That’s yo
u!
Identify and recruit the people needed to do the work of starting the co-op,
and keep them working together effectively
Intro to Planning aMembership Recruitment
Campaign
Membership growth?
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600
Membership growth?
Membership (fantasy?)
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500
600
Membership (fantasy?)
Membership plateau
0
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Membership plateau
Endowed Relational CapacityEndowed Relational Capacity
Low hanging fruit
Adoption curveAdoption curve
… vs. Earned Relational Capacity…vs. Earned Relational Capacity
In the long run…
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200
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In the long run…
I have the most experience with this part of recruitment:
1) Identifying goals, strategies and measurement tools
2) Designing and creating campaign materials/templates
3) Talking with friends and coworkers about the co-op
4) Presentations and tabling at community events
5) Recruiting and managing volunteers
6) Data management, numbers, quality control
Campaign planning graphRe
sour
ces
+ In
tens
ity
Time
Campaign Planning Graph
Food co-op campaign
Stage 0Stage 1
Stage 2A
Stage 2B
Stage 3A
Stage 3B,C
Stage 3D
Reso
urce
s +
Inte
nsity
Time
Food co-op campaign
Pre-level
Level 1
Level 2
Level 2 PLAN
Level 3
Get ready for opening!
Shifting to Operations
Building a Membership Campaign
Level 3 PLAN
Level 1 PLAN
Time to build
your own
campaign!
Fun!
Campaign planning graph What yours might look like…
Campaign planning graph Color Guide
PINK Membership Goal
BLUE Approach and Strategies
YELLOW Activities
ORANGE Tools and Resources
WHITE Talent
PURPLE Measurements
One next
step!
Go us!
FoodCoopInitiative.coop
Suzi CarterFood Co-op [email protected] (COOP)
More guides, webinars, toolkits, grants, and more available at:
Thank you!
Stage 1: Level 1 RecruitmentEndowed Relationships
Goal: 200-300 members
Approach: Friends, family, those closest to steering committee; grassroots feel
Strategy: • Deadline: 6 months (spring or fall of year 1)• Co-op as the hero: name the problem,
present the co-op as the solution• Invite: you can be the first!• Attainable goal: With your vision, we can
work on feasibility• Ask/Listen/Follow up: How would you like to
be involved?
Stage 1: Level 1 Recruitment cont’d
Activities: • One-on-ones• Steering Committee as
ambassadors and recruiters
• Phone calls• Create web presence• Build email list• Send regular emails• Create FAQs• Have a party! (not a
festival)
Tools/Resources: • Website• Email template• Calling script• How to do a ‘one-on-
one’• Brochure & generic
poster• Budget• Member database• Member prospect
tracking tool• Photos• Outreach report
Stage 1: Level 1 Recruitment cont’d
Talent: • 8-15 core ambassadors• 1-2 member trackers• 1-2 media updaters
Budget: • Printing
$• Web hosting
$• Postage
$• Travel & mileage
$• Volunteer Appreciation
$• Computer
$• Recruitment Training
$• Office (opt.)
$• Phone (opt.)
$• Member Recruitment
$ Coordinator (opt.)
Measurement: • Deadline: 6 months• 35 new members/mo.• 100 1-on-1 contacts/mo.• At least 2 emails/mo.
(30%)• Daily Fb updates• 100 new Fb Likes/mo.
Stage 2: Level 2 Earned Relationships
Goal: 500-700 members
Approach: Build mid-level support from core members’ networks; friends of friends
Strategy: • Deadline: 6 months (fall of year 1 or spring
of year 2)• Co-op as the hero (cont’d)• Exploring and refining message and image• Attainable goal: you will help to secure the
site!• Train/Follow Up: building out the snowflake
model
Stage 2: Level 2 Earned Relationships (cont’d)
Activities: • Everything from Level 1• Presentations to orgs and small groups• Private house parties• Small public events• Press releases• Recruit talented core volunteers• Get your story in others’ communications• Personal follow-ups with prospect list
Stage 2: Level 2 Earned Relationships (cont’d)
Tools/Resources: • Everything from Level
1• Event in a bag• How To templates• Inexpensive swag• PR templates (story,
event)• House party toolkit• Formalized thank you
process• Volunteer member
recruitment training
• PowerPoint template• Invitations template to
events• Co+op video, poster,
recipes• Thermometer graphic
(sign?)• Photos of other co-ops• “I’m a member
because”• Tabling Like a Pro• Write up of your co-op
Stage 2: Level 2 Earned Relationships (cont’d)
Talent: • Everyone from Level 1• Paid outreach/member recruitment
coordinator• Private parties coordinator• Small events Coordinator• General volunteer coordinator• Presentations coordinator• PR/Media Team (1-4 people)• Photographers (on-call pipeline)
Stage 2: Level 2 Earned Relationships (cont’d)
Budget: • Printing
$• Web hosting
$• Postage
$• Travel & mileage
$• Volunteer Appreciation
$• Computer
$• Recruitment Training
$• Office
$• Phone
$• Memb. Recr. Crdtr.
$• Promo (electronic)
$• Parties
$
Measurement: • Deadline: 6 months• 65 new members/mo.• 10 house parties/mo.• 1 event/wk.• 1-2 presentations/wk.• At least 2 emails/mo.• 1-2 Fb posts/day• 1 mass media
coverage/wk.• At least 15 core
volunteers by kickoff
Stage 3: Level 3Leveraging the 500-700
Goal: 700-1,200 members
Approach: Building on the reciprocators networks; people you don’t know and late adopter friends of members
Strategy: • Deadline: 6 months (prioritize spring and
fall)• Professionalizing all that has been built; less
labor intensive• We’re strong and this is really happening!
Join before the store opens!• Store as ‘carrot’• Mass media as best friends
Stage 3: Level 3Leveraging the 500-700
Activities: • Everything from Level 1 and 2• Include membership message with Member Loan
Campaign• Small public events• Participation in larger community events• Telling confident story of success• Enhanced communications, refined voice; regular
press releases• Brand all materials, photos• Update website and brochure(s) with store and
shopping• Site tours monthly with ownership message• Be more selective with presentations• Email and social media updates• Canvassing to surrounding communities and
residents
Stage 3: Level 3 Leveraging the 500-700 (cont’d)
Tools/Resources: • Everything from Level 1
and 2• Updated PowerPoint
presentation• Store/site renderings• “How to” store tour
templates• Press release template
for story and event• “Hey Neighbor!”
packets• New pro logo/brand kit*
Talent:• Everyone from Level 1
and 2• 3 trained tour guides• Site tour coordinator• Photographer (on-call
list)• 2-3 one-on-one follow
up volunteers• 1 media writer• 1-3 bloggers• 1-3 social media
volunteers
Stage 3: Level 3 Leveraging the 500-700 (cont’d)
Budget: • Printing
$• Web hosting
$• Postage
$• Travel & mileage
$• Volunteer Appreciation
$• Office
$• Phone
$• Memb. Recr. Crdtr.
$• Site Tours
$• Sponsorships
$
Measurement: • Deadline: 4 months• 80 new members/mo.• 1 site tour/mo. with goal
of 100 people at each• 1 mass media
coverage/wk.• 3-4 presentations/mo.*• 10 Fb posts/wk.
minimum• 20 follow up calls/wk.• 1 email/wk.