Houston Chapter Deep Dive

HOUSTON
DEEP
DIVE
PRESENTATION
CHICAGO, ILLINOIS
SIM LEADER SUMMIT
APRIL 20TH, 2017
GENE JANISZEWSKI, TERRY JANIS, STEPHEN WEBSTER
Table of
Contents
Sponsorship
Board
Membership & Retention
Speakers & Programs
Meetings
Chapter Awards
Secret Sauce
Uniqueness
Sponsorship - Revenues
SIM Houston Revenues
Sponsorship
$37,500
Membership
$31,000
$236,000
Events
1
2
3
Sponsorship - Contributions

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Heavily depend on our sponsors to support our events
8 Monthly meetings at $2,500 – Pays for 70% of cost
 2 Social Events – Annual Summer Social $2,500, Christmas Party $5,000
 Golf Tournament – Spring Raise $142,000 Donate $75-80K
 Premier Sponsors Platinum $33,000, Gold - $22,000, Silver $16,500, Bronze
$10,000
 14 Hole sponsors $3,300
 Breakfast, Lunch Sponsors $3,500, 2 Beverage $2,500, Awards $2,000
 Clay Sporting Event – Fall Raise $65K Donate $40K
 1 Premier Sponsors $15,000
 Multiple Gold $5,000
 Multiple Silver $2,500
 Team $1,000
 SIM Women - $2,000 year
 MIT - $1,500 Year
Sponsorship - Attraction
Main ways to attract sponsors
CIO and Technology events – ours and 3rd party
Board members and local SIM Membership
Annual or semi-annual sponsors
Vendors employee movement to new companies
Vendors seek membership in chapter but convert to
sponsoring events
 Sponsor committee database
 Chapter referral when seeking a national presence
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Sponsorship - Guidelines
Exclusive sponsor at one event
 Three company employees sponsored event
 Vendor logo advertised on web site
 Sponsor signs at tables
 2 to 4 minute introduction of company
 Raffle of item(s)
 No soliciting of membership
 Again, NO soliciting of membership
 Sponsors fund both chapter and philanthropic
events

The Board:
Up from 5 – 20 members
Programs (2)
CIO / Vendor
Membership (2)
CIO/Vendor
Outreach (2)
CIO/Vendor
Sponsorship (2)
Executive VP (CIO) Next years President
President (CIO)
Vendor
SIG / CIO Breakfast (1)
Vendor
Treasurer (CIO)
Members in Transition
(CIO/Vendor)
SIM Women (2
CIO/Vendor
Communications (2)
CIO/Vendor
Marketing (2)
CIO/Vendor
Board - continued
Monthly board meetings 1 week before membership meetings (10)
 All board positions are 1 year term with exception of Treasurer - 2 years
 Strategy meeting month of January - ½ day – drives next years agendas
 Philosophy – EVP transitions to President
 Primary and Secondary Board members
• Secondary members will take over primary role following year
• Primary chairs respective committee
 President, EVP and Membership involved in recruiting new board members
 Executive Vice President leads Nomination committee
 Added SIG and CIO Breakfast Sponsor for 2017

Board – Key
Traits
 Prefer
Practitioner CIOs
 Utilize Vendor membership in key areas
(Membership/Communications)
 Strong Strategy & Planning Skill Set
 Commitment to time requirements for role
 Persuasive/Dynamic personality
 Community leadership
Membership
Programs
Marketing
Membership Recruitment/Retention
Requires 3 Committees
Membership - Retention & Renewals
Planning for Renewal Period begins in September
Renewal Rate Averages 65-85%
Key thing to remember about renewals is direct communication
Phone calls work best/Hand written notes
Survey as to why not renewing membership – mitigate risk where possible
Locating new members through
CIO Conferences – HMG, EFM
Golf & Clay Sporting Tournaments
Give Away free membership at annual events
Actively recruit through existing memberships
Vendors can recruit 4 CIO Practitioners to gain membership
Invite 20 CIO’s to the monthly meetings off City wide CIO list
Membership - Criteria
Open to CIOs, CTOs, CISOs, CDOs, CMOs, VPs and direct reports
85% of members are practitioners
15% of members are vendors
70% of membership are Oil & Gas related industry
Membership currently at 175 members
Down from 2016 at 206
Goal for 2017 is 250 members
Changing Conditions in Houston Area
Oil & Gas upward trending
Speakers & Programs
Best Speakers for 2016 – GHP –Houston economy, Dustin Heisler –
Disruptive technology - Gartner, Clif Triplett - Cybersecurity
Program Development
Board Level position(s)
Strategy Planning during January event
Programs strategic to membership interests
Scheduled & publicized 6 months in advance
Survey feedback & recommendations from membership
Survey results from each meeting
Event Distribution
Speakers &
Programs Development
Board Level Positions
Utilization of 2 Board Members
Utilization of Programs Committee Members
Acquire speakers through local & national
conferences
Acquire speakers through referrals
Meetings
Meeting Schedule
Monthly meetings (8) September through May
Summer Social (June)
Winter Social (December)
Notice regarding meetings
Email and Web campaign begins after previous meeting
Web site displays upcoming meetings for next 6 months
Registrations
Tracked via event planning tool
Community Outreach & Communication Channels
Community Outreach
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Genesys Works
AITP
MISSO
Citizens School
UH Code Red
 Communication
Channels
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SIMHouston.org
Online Communities
 SIM Women
 SIGs
Direct Emails
SIM Houston Newsletter
Social Media
 LinkedIn (HOUSTONSIM)
 Twitter (@HOUSTONSIM)
 YouTube (SIMHOUSTON)
Secret Sauce
Membership Chair – Recruiters make the best membership
chairs
Focused Programs – Survey for each program event
Retention Plan – Personal contact
Meeting Venue – Good Atmosphere, Prices, Location
Marketing & Visibility in Community –
Houston Business Journal
Genesys Works/University of Houston/ Lone Star College
Growing number of events adhere to members - Toastmasters
Introduction of new members/guests at meetings
SIG Groups – Members request
MIT Groups – big need in 2016
Chapter Awards
CIO Leader of the year Award
Board Member of the year
award
Outstanding SIM Member of the
year award - non Board
member
Rookie of the year award – new
member of the year award
Uniqueness of
Houston
Chapter
It’s all about
being from
Texas