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ENHANCING MEMBERSHIP BENEFITS March, 2018

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Page 1: ENHANCING MEMBERSHIP BENEFITS - APICS Providence · Concept of MEMBERSHIP has changed dramatically in the last 10 to 15 years The pace of change is accelerating 20-25 years ago, associations

ENHANCING MEMBERSHIP BENEFITS

March, 2018

Page 2: ENHANCING MEMBERSHIP BENEFITS - APICS Providence · Concept of MEMBERSHIP has changed dramatically in the last 10 to 15 years The pace of change is accelerating 20-25 years ago, associations

2 © 2017 APICS. All rights reserved.

Executive Summary

Strategic Priority – APICS Membership Growth Strategies

Key Messages/Takeaways

Membership benefit initiatives will be focused on creating new pathways for member access, convenience, enriched content and to address specialized interest/causes.

Individual member benefits are being enhanced and structured for the future.

M-Reb Reporting and Payment update

Expected Outcomes: Increased member retention and community engagement

Page 3: ENHANCING MEMBERSHIP BENEFITS - APICS Providence · Concept of MEMBERSHIP has changed dramatically in the last 10 to 15 years The pace of change is accelerating 20-25 years ago, associations

3 © 2017 APICS. All rights reserved.

The APICS Chapter Governance Structure Needs Updating

Concept of MEMBERSHIP has changed dramatically in the last 10 to 15 years

▪ The pace of change is accelerating

▪ 20-25 years ago, associations were the leading venues for professional networking

– Now it’s social media platforms like LinkedIn

▪ Membership is now more transactional

▪ Individuals are less likely to be members for life

▪ Individuals join to get the information they need at different career points

District Meeting

By enhancing association-level member benefits

By helping chapters innovate new programming

By enhancing community meetings (e.g. district meetings)

By having a clear and easy way to communicate APICS member value proposition

By working together to discover new membership success models

If we don’t act now, where will the APICS Community be in 5 years?

Page 4: ENHANCING MEMBERSHIP BENEFITS - APICS Providence · Concept of MEMBERSHIP has changed dramatically in the last 10 to 15 years The pace of change is accelerating 20-25 years ago, associations

4 © 2017 APICS. All rights reserved.

64%

17%

19%

75%

19%

6%0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

<2 years 2 to 4 >5

Professional (w/chapter) Enterprise Pro (w/chapter)

The majority of new paid chapter members leave within two years

<2 years

75% of Enterprise members

64% of Professional members

High churn rate

Potential for long-term membership!

>2 years

Enterprise has remained challenged

Professional retention stabilizes and

grows!

* Average membership based on 12-month average ending 6/30/17, based on total Plus and Core Memberships.

Length of APICS Chapter Membership

Professional and Enterprise members represent

~24.4K or ~94% of paid chapter members

Page 5: ENHANCING MEMBERSHIP BENEFITS - APICS Providence · Concept of MEMBERSHIP has changed dramatically in the last 10 to 15 years The pace of change is accelerating 20-25 years ago, associations

5 © 2017 APICS. All rights reserved.

Building the bridge to APICS community growth…

Short-term transactional membership

Current State

• Long-term Membership• Retention• Engagement• Young Professionals• Volunteerism

• Certifications & Training

• Chapter business

Future Growth in

Page 6: ENHANCING MEMBERSHIP BENEFITS - APICS Providence · Concept of MEMBERSHIP has changed dramatically in the last 10 to 15 years The pace of change is accelerating 20-25 years ago, associations

6 © 2017 APICS. All rights reserved.

APICS Membership Feedback – 2017 Member Survey

Top 3 challenges facing our members:

Nearly 50% of worldwide membership between the ages of 30-59 ranks corporate social responsibility as Very Important or Important.

Over 20% of membership indicates need for more online opportunities for Certification Maintenance with an even larger percentage from ROW

Page 7: ENHANCING MEMBERSHIP BENEFITS - APICS Providence · Concept of MEMBERSHIP has changed dramatically in the last 10 to 15 years The pace of change is accelerating 20-25 years ago, associations

7 © 2017 APICS. All rights reserved.

Individual Membership: ACCESS

Information of Value

o Frameworks, Digital Library & SCORmark site

benchmarking reports (NEW)

o Free digital access to all Exam Content Manuals (NEW)

o Deeper Certification product discounts (2018)

o Member, Vendor, Consultant Directories (2018)

Influence

o “Crowdsourcing” SCOR V13.0, RISC Sensing

Subcommittee (NEW)

o Volunteer opportunities, i.e. remote item writing,

mentoring, scholar coordination

Page 8: ENHANCING MEMBERSHIP BENEFITS - APICS Providence · Concept of MEMBERSHIP has changed dramatically in the last 10 to 15 years The pace of change is accelerating 20-25 years ago, associations

8 © 2017 APICS. All rights reserved.

Individual Membership: ACCESS Contd.

Community

o Enhanced Mentor Center (2018)

o Virtual membership engagement (2018)

o Supply Chain Channel with enhanced special

interest groups

Career Advancement

o APICS member logo on Job Board for

members (NEW)

o Auto-resume creation via Linked-In upload

capability (NEW)

o Salary Calculator (2018)

o Career Center with focused webinar series

Page 9: ENHANCING MEMBERSHIP BENEFITS - APICS Providence · Concept of MEMBERSHIP has changed dramatically in the last 10 to 15 years The pace of change is accelerating 20-25 years ago, associations

9 © 2017 APICS. All rights reserved.

Individual Membership: CONVENIENCE

Auto membership renew (NEW)

Electronic, Printable Member Cards (NEW)

Monthly membership payment option (1Q18)

Student loan consolidation & refinance with

exclusive APICS member rate discount (NEW)

APICS Online Training (pilot 4Q17)

APICS Academy (2018) 777777

Page 10: ENHANCING MEMBERSHIP BENEFITS - APICS Providence · Concept of MEMBERSHIP has changed dramatically in the last 10 to 15 years The pace of change is accelerating 20-25 years ago, associations

10 © 2017 APICS. All rights reserved.

Individual Membership: CAUSE

APICS Supply Chain STEM Educational Outreach

APICS2017 Blessings in a Backpack

APICS supports American Logistics Aid Network (ALAN)

Signatory on the UN Global Compact

https://www.unglobalcompact.org/what-is-

gc/participants/12453

Page 11: ENHANCING MEMBERSHIP BENEFITS - APICS Providence · Concept of MEMBERSHIP has changed dramatically in the last 10 to 15 years The pace of change is accelerating 20-25 years ago, associations

11 © 2017 APICS. All rights reserved.

New Corporate Membership Programs for Partners

Corporate Membership

o Available to Premier Partners

Small-Medium sized

Enterprise companies (SME

Pro)

o Available to all partners

o Plus memberships

o 5 or more individuals

o $185/person

Page 12: ENHANCING MEMBERSHIP BENEFITS - APICS Providence · Concept of MEMBERSHIP has changed dramatically in the last 10 to 15 years The pace of change is accelerating 20-25 years ago, associations

12 © 2017 APICS. All rights reserved.

What’s Next?

Communications:

o Enhanced website presence

o New benefit-related webinars

o Conference presentations

Track & monitor recruitment &

retention metrics

Execute annual member needs survey

& evolve benefits based on feedback

Page 13: ENHANCING MEMBERSHIP BENEFITS - APICS Providence · Concept of MEMBERSHIP has changed dramatically in the last 10 to 15 years The pace of change is accelerating 20-25 years ago, associations

13 © 2017 APICS. All rights reserved.

Increasing Membership retention and

community engagement through enhanced

Access

Convenience

Cause-related interests

Page 14: ENHANCING MEMBERSHIP BENEFITS - APICS Providence · Concept of MEMBERSHIP has changed dramatically in the last 10 to 15 years The pace of change is accelerating 20-25 years ago, associations

14 © 2017 APICS. All rights reserved.© 2018 APICS Proprietary and Confidential

March 12:

M-Reb FAQs available in C-BOX

Length of Uninterrupted Membership (LUM) available in Real-Time reports

April:

New M-Reb Tiered Structure quarterly report created

Will be posted in Partner Connect on 4/10/18

M-Reb quarterly payment distributed end of April

Membership Rebates (M-Reb)

Page 15: ENHANCING MEMBERSHIP BENEFITS - APICS Providence · Concept of MEMBERSHIP has changed dramatically in the last 10 to 15 years The pace of change is accelerating 20-25 years ago, associations

THANK YOU

Page 16: ENHANCING MEMBERSHIP BENEFITS - APICS Providence · Concept of MEMBERSHIP has changed dramatically in the last 10 to 15 years The pace of change is accelerating 20-25 years ago, associations

APPENDIX

Page 17: ENHANCING MEMBERSHIP BENEFITS - APICS Providence · Concept of MEMBERSHIP has changed dramatically in the last 10 to 15 years The pace of change is accelerating 20-25 years ago, associations

17 © 2017 APICS. All rights reserved.

Executive Summary

Fundamental changes are needed to restore APICS chapter community growth and vitality:

Chapter paid memberships are in decline, with the majority of new members leaving APICS within two years.

The APICS Board approved changes to the current M-Reb to help foster community growth, effective 2/1/2018.

What is changing?

The New M-Reb policy places a higher focus on long-term member retention, engagement, and benefits.

Current, flat-rate M-Reb will be replaced with a new, progressive M-Reb – based on length of membership–

that will reward chapters for member retention.

The M-Reb changes will create new funding capability for chapter innovation, member benefits and meetings.

Let’s work together to grow membership, chapters, chapter business and APICS!

The Membership Rebate (M-Reb) is being updated to build member retention and APICS community growth.

Expected Outcome: New M-Reb supports growth of chapter member retention, engagement and training business.

Page 18: ENHANCING MEMBERSHIP BENEFITS - APICS Providence · Concept of MEMBERSHIP has changed dramatically in the last 10 to 15 years The pace of change is accelerating 20-25 years ago, associations

18 © 2017 APICS. All rights reserved.

2018 M-Reb Policy Details

Key Dates:

– Implementation Date: February 1, 2018.

– Payment Frequency: quarterly, within 30 days of quarter end.

– First Payment Date: end of April, 2018 (covering February and March)

M-Reb Calculation:

– When a member joins/renews, M-Reb will be based on an individual member’sLength of Uninterrupted Membership (LUM).

– LUM will be defined as an individual member’s total length of continuous membership, with no more than a 30-day membership reinstatement, in between renewals.

Membership Performance Metrics (MPM): Chapters will need to meet minimum set of annual performance metrics, related to chapter membership engagement, to qualify for M-Reb.

Auto-Assignment of Enterprise Members will end 12/31/17 – As of 2018, SME Pro and Corporate members will need to actively choose to join a chapter.

Page 19: ENHANCING MEMBERSHIP BENEFITS - APICS Providence · Concept of MEMBERSHIP has changed dramatically in the last 10 to 15 years The pace of change is accelerating 20-25 years ago, associations

19 © 2017 APICS. All rights reserved.

What if?

Aligned to the Global Channel Mission, that will provide a reasonable outcome of tangible,

measurable benefit, for example:

“Pop-up” Chapters -- one night, thought leadership, social events in top 10 supply chain

cities targeted at young professionals

Sales Training – for qualified, sales-capable, volunteers or staff of NA channel partners.

Chapter Innovation Programs – The McDonald’s Big Mac was developed by an

independent franchisee. What programs will our chapters create leveraging the 2018

Membership and Market Development Fund?

What new ideas and approaches could we pursue to develop and grow the North

American chapter community?