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Howard E. Michel 2011 -2012 IEEE Vice President Member & Geographic Activities Nuts and Bolts of Nuts and Bolts of Local Operations Local Operations Engaging the Member Engaging the Member

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Page 1: Howard E. Michel 2011 -2012 IEEE Vice President Member & Geographic Activities Nuts and Bolts of Local Operations Engaging the Member

Howard E. Michel2011 -2012 IEEE Vice PresidentMember & Geographic Activities

Nuts and Bolts of Nuts and Bolts of Local OperationsLocal Operations

Engaging the MemberEngaging the Member

Page 2: Howard E. Michel 2011 -2012 IEEE Vice President Member & Geographic Activities Nuts and Bolts of Local Operations Engaging the Member

Purpose

Engage in a dialog about how to more effectively engage the members.

‒ Volunteer-to-member‒ Member-to-member‒ Member-to-IEEE

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Page 3: Howard E. Michel 2011 -2012 IEEE Vice President Member & Geographic Activities Nuts and Bolts of Local Operations Engaging the Member

MGA Mission & VisionVision: Ensure Quality Member Opportunities Through Continuous Engagement

Mission: Inspire, Enable, Empower and Engage Members of IEEEFor the purpose of…

- Fulfilling the mission of IEEE- Enhancing the member’s growth and development through their life cycle- Providing a professional home

Principles• The member is IEEE and IEEE is the member.• Members shape IEEE's future.• Members collaborate to create IEEE's future.• IEEE enhances members' future.

Goals• Increase member engagement.• Improve relationships with and between members.• Increase operational efficiency and effectiveness.• Enhance collaboration with other business units.• Increase membership.

Apr 21, 20233

Page 4: Howard E. Michel 2011 -2012 IEEE Vice President Member & Geographic Activities Nuts and Bolts of Local Operations Engaging the Member

Tactical/Continuity—delivering value

Solidify the Membership Message– www.ieee.org/benefits

Membership growth—400K+– 415,989

Center for Leadership Excellence– How many have used it?

vTools– How many have used it?

SC11

Page 6: Howard E. Michel 2011 -2012 IEEE Vice President Member & Geographic Activities Nuts and Bolts of Local Operations Engaging the Member

IEEE Region 10 – India Industry Day March 2011

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Page 7: Howard E. Michel 2011 -2012 IEEE Vice President Member & Geographic Activities Nuts and Bolts of Local Operations Engaging the Member

IEEE Day Celebrated Worldwide

IEEE Engaging members everywhere

in a single day!

7-8 October 2010 75 units participating

6 October 2011

Start your plan to participate now!

Page 8: Howard E. Michel 2011 -2012 IEEE Vice President Member & Geographic Activities Nuts and Bolts of Local Operations Engaging the Member

The Member MessageFocus on the MemberFocus on the Member, the Result will be Membership Growth, the Result will be Membership Growth

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Page 9: Howard E. Michel 2011 -2012 IEEE Vice President Member & Geographic Activities Nuts and Bolts of Local Operations Engaging the Member

Engaging the Member

Previous Model Goal: More meetings during the year.Process: Program Committee schedules more meetings.Result: More meetings with the same attendees.

New Model … Changed ParadigmGoal: Meetings that better engage our members.Process: – Engage the member.

Survey the members or use existing member segmentation data

– Use member data to identify topics of common interest within the member life-cycle.

Technical interests Student, Graduate Student, GOLD, Member, Senior Member, Fellow, Life Member Meeting model – traditional, virtual … webinar, Dim-Dim, …

Result: More meetings with increased member engagement. Meetings are focused on member interest.

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Page 10: Howard E. Michel 2011 -2012 IEEE Vice President Member & Geographic Activities Nuts and Bolts of Local Operations Engaging the Member

Importance and Satisfaction

Based on gaps between importance and satisfaction of products and services– Discounts on professional products and services

Higher priority : R10 (India and China) Lower priority: R1-8

– Professional networking Higher priority : R8 (United Kingdom, Greece and

Netherlands) Lower priority : R10 (except India)

– Online career resources Higher priority : R1-8 Lower priority : R10 (except India)

– Continuing education opportunities Higher priority : All regions

– Online access to publications Higher priority : All regions

Page 11: Howard E. Michel 2011 -2012 IEEE Vice President Member & Geographic Activities Nuts and Bolts of Local Operations Engaging the Member

Meetings – Lifecycle FocusPeriodically Focus on Member Lifecycle – Student Members … resume development, interviewing techniques …– Graduate Student Members … technical meeting topics, networking, …– Early Career Members

Industry … networking with peers, leadership seminars, IEEE standards, … Academic … grant proposal process …

– Mid-Career Members Industry … How to manage people … Academic … Educational pedagogy, how to run a committee meeting, …

– Senior Career Members– Retirees

General– Humanitarian events … Green technologies, Habitat-for-Humanity– Social skills … ballroom dancing, formal dinners, …

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Page 12: Howard E. Michel 2011 -2012 IEEE Vice President Member & Geographic Activities Nuts and Bolts of Local Operations Engaging the Member

Life Cycle Grid

Benefit Area Undergraduate Students

Graduate Students

Young Professional

Academic / Researcher Track Practitioner Track Business/Leadership

TrackUnemployed

MembersRetired/Life

Members

Keep Technically Current

1. Spectrum2. IEEE Xplore (Discounted Access)

1. Spectrum2. IEEE Xplore (Discounted Access)

1. Spectrum2. IEEE Societies3. IEEE Xplore (Discounted Access)

1. IEEE Xplore (Discounted Access)2. IEEE Societies

1. Spectrum2. IEEE Societies3. Society Publications

1. Spectrum2. IEEE Societies

1. Spectrum2. IEEE Societies

1. IEEE Spectrum2. IEEE Societies

Professional Networking

1. Student Branch Activities2. MemberNet*

1. IEEE Conference Mixers/Socials2. MemberNet*

1. GOLD Events2. Section/Chapter Meetings&Events

1. IEEE Conference Mixers/Socials2. Section/Chapter Meetings&Events3. Volunteering

1. Section/Chapter Meetings & Events2. IEEE Conferences3. Linked In Group

1. Section/Chapter Meetings&Events2. Linked In Group3. memberNet*

1. Section/Chapter Meetings&Events2. Linked In Group3. memberNet*

1. Volunteering2. Section/Chapter Meetings&Events

Career Resources and Recognition

1. Competitions2. Scholarships3. IEEE Student Job Site

1. Competitions2. Scholarships3. IEEE Student Job Site

1. Career Webinars2. IEEE Job Site (limited relevance)

1. IEEE Job Site (limited relevance)2. IEEE Conferences

1. IEEE Job Site (limited relevance)2. Consultants Database 3. Career Webinars

1. Career Webinars2. IEEE Job Site (limited relevance)

1. IEEE Job Site (limited relevance)2. Career Webinars and Online Community

1. Consultants Database (limited relevance)2. Awards

Continuing Education

1. Education Partners Program2. IEEE.tv

1. Education Partners Program2. Webinars

1. Mentoring Connection2. Educational Partners Program

1. Local Events/Symposiums2. IEEE Expert Now

1. Education Partners Program2. IEEE Expert Now

1. Education Partners Program2. IEEE Expert Now

1. Education Partners Program2. IEEE Expert Now

1. Mentoring Connection (as mentor)

Discounts

1. IEEE Conferences2. IEEE Financial Services (limited availability)3. Home & Office Services

1. IEEE Conferences2. IEEE Financial Services (limited availability)3. Home & Office Services

1. IEEE Conferences2. Home & Office Services

1. IEEE Conferences2. IEEE Insurance Services (limited availability)

1. IEEE Conferences2. IEEE Insurance Services (limited availability)3. Publications

1. IEEE Insurance Services (limited availability)2. IEEE E-mail Alias

1. IEEE Insurance Services (limited availability)2. Home & Office Services

1. IEEE Insurance Services (limited availability)2. Home & Office Services3. Financial Services (limited availability)

Humanitarian Programs and Opportunities to Give Back

1. Local activities2. Humanitarian Technology Network

1. Local and GOLD activities2. Humanitarian Technology Network

1. Local and GOLD activities2. Humanitarian Technology Network3. Volunteering

1. Volunteering2. Humanitarian Technology Network

1. Volunteering2. Mentoring Connection (as mentor)

1. Volunteering2. Mentoring Connection (as mentor)

1. Volunteering2. Humanitarian Technology Network

1. Volunteering2. Mentoring Connection (as mentor)

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Page 13: Howard E. Michel 2011 -2012 IEEE Vice President Member & Geographic Activities Nuts and Bolts of Local Operations Engaging the Member

Life Cycle Portfolio Example: Young Professionals/GOLDBenefit Area Young Professional

Keep Technically Current

1. Spectrum2. IEEE Societies3. IEEE Xplore (Discounted Access)

Professional Networking

1. GOLD Events2. Section/Chapter Meetings & Events

Career Resources and Recognition

1. Career Webinars2. IEEE Job Site (limited relevance)

Continuing Education

1. Mentoring Connection2. Educational Partners Program

Discounts

1. IEEE Conferences2. Home & Office Services

Humanitarian Programs and Opportunities to Give Back

1. Local and GOLD activities2. Humanitarian Technology Network3. Volunteering

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Page 14: Howard E. Michel 2011 -2012 IEEE Vice President Member & Geographic Activities Nuts and Bolts of Local Operations Engaging the Member

Newsletters – Push or Pull?Traditional Use of Newsletter – Communicate information about meetings.– Call for nominations.– Member accomplishments.

Pull– Does the member really find value in

traditional newsletter information?– If you build it they will come …

Push‒ Provide member-focused information.

Technical interest vignettes Employment opportunities How-to and success stories

– E-mail notification upon update– Include surveys

Article relevance and satisfaction Suggestions for future entries

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Page 15: Howard E. Michel 2011 -2012 IEEE Vice President Member & Geographic Activities Nuts and Bolts of Local Operations Engaging the Member

Member RecognitionSenior Member Elevation – Recognize your members.– The percent and number of IEEE Senior Members reflects on the competence

and prestige of IEEE, its products and services.– Senior Members have higher retention rates.– Senior Members volunteer at a higher percentage

rate than do other grades of IEEE members.

Process– Identify members who have been an IEEE Member for X years.– Send a personalized note suggesting that their longevity. – Coordinate Senior Member references.

Senior Member Nomination Event Guide– Pre-built SAMIEEE query. – http://www.ieee.org/membership_services/membership/senior/seniormember_el

evation_toolkit.html

IEEE Grade2008 Retention

RateFellow 98.0%Senior Member 96.4%Member 82.0%Associate Member

68.1%

Student 53.3%

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Page 16: Howard E. Michel 2011 -2012 IEEE Vice President Member & Geographic Activities Nuts and Bolts of Local Operations Engaging the Member

Conference Collaboration

Brings an understanding of the local area.– Section demographics– Industry – Universities – Government

Provide cultural perspective and gain potential cost advantages.

Transnational growth worldwide has resulted in more complex country requirements and laws. Catalyst for technical exchange between researchers and practitioners from different technological

fields.

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Page 17: Howard E. Michel 2011 -2012 IEEE Vice President Member & Geographic Activities Nuts and Bolts of Local Operations Engaging the Member

Multidisciplinary Conferences

157 attendees, 22 exhibits, 4 tutorials, 4 three tracks.

Region 1Region 1

Region 5Region 5

Over 450 attendees in 2009 including representatives from over 10 foreign countries.

IEEE Region 10 Technical Conference (The TENCON Series)

YEAR LOCATION TOPIC

1998 New Delhi Global Connectivity in Energy, Computer, Communication and Control

1999 Inchon Multimedia Technology for Asia-Pacific Information Infrastructure

2003 Bangalore, India

Convergent Technologies for the Asia-Pacific

2007 Taipei, Taiwan Intelligent Information Communication Technologies for Better Human Life

2009 Singapore Emerging Technologies for Sustainable Development

Region 1Region 1

IEEE Long Island Section and its Technical Society Chapters (15), IEEE Region 1, and the Institute for Research & Technology Transfer (IRTT) at the Farmingdale State College (SUNY).

Since 1980

The most interesting and pressing problems are inherently multi- and inter-disciplinary

Region 10Region 10

Opportunity to engage industry and practitioners

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Page 18: Howard E. Michel 2011 -2012 IEEE Vice President Member & Geographic Activities Nuts and Bolts of Local Operations Engaging the Member

Disciplinary Conferences

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Data Driven Engagement– Section technical interest

Section Society membership Local industry

– Engage with Society conference planning committee– Local authenticity

Hotel options Conference center Partner program options Local volunteers – members, students

– Bring additional richness to the conference Local industry participation Possibility of practitioner’s track

Example– Boston Section – Computer Society

Computer Society Chapter 1260 Computer Society Members World-class industry and universities to draw from Robust hotel and conference facilities

Collaborate and Focus on the Member

Page 19: Howard E. Michel 2011 -2012 IEEE Vice President Member & Geographic Activities Nuts and Bolts of Local Operations Engaging the Member

The IEEE Center for Leadership Excellence (CLE) develops the member as a volunteer and future leader

Apr 21, 202319

Page 20: Howard E. Michel 2011 -2012 IEEE Vice President Member & Geographic Activities Nuts and Bolts of Local Operations Engaging the Member

Training Guidelines Achieve Consistent Volunteer Experience with QuickStart Modules

Welcome and overview of the role Designed 10 subject categories to reflect key areas of

responsibility including: “Understand Your Members” “Getting Organized with Tools” “Documentation Management” “Know Your Section/Chapter Officers” “Section Planning and Goal Setting”

Engagement with the member is reinforced in the training

Provides link to tools appropriate for the role

Apr 21, 202320

Page 21: Howard E. Michel 2011 -2012 IEEE Vice President Member & Geographic Activities Nuts and Bolts of Local Operations Engaging the Member

Initial focus has been on MGA Positions

Region

Section - Section -

Technical ChapterTechnical Chapter

Affinity GroupAffinity Group

Student BranchStudent BranchStudent Branch Chapter/Affiliate

Apr 21, 202321

Page 22: Howard E. Michel 2011 -2012 IEEE Vice President Member & Geographic Activities Nuts and Bolts of Local Operations Engaging the Member

04/21/2322

Student Branches

AffinityGroups

Section

Society

Volunteering

Local leaders efficiently interact and communicate with their members

Gives back time to the volunteer to focus on their activities and members

Collaborative effort by volunteers and IEEE Professional Core to build solutions to more easily perform their roles

Supports voting, meeting registration, reporting, web conferencing, section website construction and more

Providing better data and higher level of member engagement

Page 23: Howard E. Michel 2011 -2012 IEEE Vice President Member & Geographic Activities Nuts and Bolts of Local Operations Engaging the Member

Available vTools

vTools.Meetings– For Section and Chapter meetings; Officers can

create meeting announcements and display on website

– Members and the public may view and register for meetings

– Integrated with myIEEE

vTools.WebInABox– wizard to assist officers to generate simple

Section/Chapter/Affinity Group websites vTools.Voting– provides online elections software for

Section/Chapter/Affinity Groups

Page 24: Howard E. Michel 2011 -2012 IEEE Vice President Member & Geographic Activities Nuts and Bolts of Local Operations Engaging the Member

SC 2011 – The Numbers

1,133 attendees– 139 Professional Core– 84 Presenters

92 Countries60% attending for the first time17% of attendees are GOLD Members13% of GOLD members attending SC2011 for first time294 Sections/88% represented41 Technical Societies/Councils

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Page 25: Howard E. Michel 2011 -2012 IEEE Vice President Member & Geographic Activities Nuts and Bolts of Local Operations Engaging the Member

SC 2011 – The Program

33 Breakout Topics – 84 speakers32 Breakout topics recorded for inclusion in IEEE Center for Leadership Excellence3 Sessions recorded for ieee.tv2 Breakout Session broadcasted live via ieee.tvBreakout Session averaged 45 attendees per session – 50 total sessions

04/21/2325

Page 26: Howard E. Michel 2011 -2012 IEEE Vice President Member & Geographic Activities Nuts and Bolts of Local Operations Engaging the Member

Pre-University Long Term Strategy

Recommendation #1:

IEEE to develop a comprehensive long-term strategy to increase the number of next generation youth pursuing science and engineering careers.

MGA Board Member: Vice Chair Member Development

Professional Partner Member: Jamie Moesch

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Page 27: Howard E. Michel 2011 -2012 IEEE Vice President Member & Geographic Activities Nuts and Bolts of Local Operations Engaging the Member

Global Fidelity Program

Recommendation #2:

As members maintain their IEEE membership over their years, IEEE must reward them for their loyalty. Rewards ought to be tangible and useful and can be done simply and inexpensively. Create Global Fidelity Programs including: (a) Continue membership Recognition 5-10-15-20 years of membership (b) Bonus for specific Benefits (e.g., reduced fee, IEEE merchandise, etc).

MGA Board Member: Treasurer

Professional Core Member: Bill Cook/Larry Bolsch27

Page 28: Howard E. Michel 2011 -2012 IEEE Vice President Member & Geographic Activities Nuts and Bolts of Local Operations Engaging the Member

Bundled Society Membership

Recommendation #3:

IEEE membership (including e-Membership) should include a Society membership as part of the basic membership fee.

MGA Board Member: MGA Chair

Professional Core Member: Jamie Moesch

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Page 29: Howard E. Michel 2011 -2012 IEEE Vice President Member & Geographic Activities Nuts and Bolts of Local Operations Engaging the Member

Student Grants

Recommendation #4:

Increased support to students in technical activities with grants to attend conferences and organization of technical competitions.

MGA Board Member: Treasurer

Professional Core Member: Larry Bolsch

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Page 30: Howard E. Michel 2011 -2012 IEEE Vice President Member & Geographic Activities Nuts and Bolts of Local Operations Engaging the Member

Pre-University Periodical

Recommendation #5:

To encourage interest in pre-university students in engineering careers, IEEE to publish a subscription periodical (paper or electronic) targeted to high school students that highlights engineering activities of interest to those students. The periodical should also have articles promoting the benefits of an engineering career and what the students can do in college to get involved with IEEE.

MGA Board Member: Vice Chair Member Development

Professional Core Member: Jamie Moesch30

Page 31: Howard E. Michel 2011 -2012 IEEE Vice President Member & Geographic Activities Nuts and Bolts of Local Operations Engaging the Member

Together We Can Create the Future

Engaged Members

Future Vision

Improve Member satisfaction which will result in increased membership Higher volunteer recruitment,

training and satisfaction

Measured successes in regions, sections, chapters, and affinity groups is rewarded

Members can easily engage and communicate with one another

Members regard IEEE membership as an investment in their career

Page 32: Howard E. Michel 2011 -2012 IEEE Vice President Member & Geographic Activities Nuts and Bolts of Local Operations Engaging the Member

Together We Can Create the Future

Engaged Members

IEEE SupportLocal Leadership

Future Vision

Ensures the right services, tools, products, and programs are provided.

Creates the member experience and engagement opportunities in the local area

Page 33: Howard E. Michel 2011 -2012 IEEE Vice President Member & Geographic Activities Nuts and Bolts of Local Operations Engaging the Member

Getting There: IEEE Support

IEEE Support is provided at every touch point of the member experience

Goal: Ensure that the member and volunteer have quick and easy access to current information & data to remain continuously engaged with IEEE

04/21/2333

IEEE Support

Page 34: Howard E. Michel 2011 -2012 IEEE Vice President Member & Geographic Activities Nuts and Bolts of Local Operations Engaging the Member

Getting There: Local Leadership

Local Leadership create a personalized experience for members through local activities

Goal: Support local volunteers to become effective leaders in their local units and take steps to improve the vitality of their local units

04/21/2334

Local Leadership

Page 35: Howard E. Michel 2011 -2012 IEEE Vice President Member & Geographic Activities Nuts and Bolts of Local Operations Engaging the Member

Getting There: Engaged Members

IEEE is the professional home for the engaged member throughout their life cycle.

Goal: Create a meaningful IEEE member experience that is personally engaging and enhances their technical profession and interests during each life stage they enter.

04/21/2335

Engaged Members

Page 36: Howard E. Michel 2011 -2012 IEEE Vice President Member & Geographic Activities Nuts and Bolts of Local Operations Engaging the Member

What will Success Look Like?

Improve Member satisfaction which will result in increased membershipHigher volunteer recruitment, training and satisfactionMeasured successes in regions, sections, chapters, and affinity groups is rewardedMembers regard IEEE membership

as an investment in their careerMembers can easily engage and communicate with one another

04/21/2336

Page 37: Howard E. Michel 2011 -2012 IEEE Vice President Member & Geographic Activities Nuts and Bolts of Local Operations Engaging the Member

Questions?

[email protected]

04/21/2337