Leadership Training Week
President & President-Elect Track
Presented by
May 3, 2010
Terri Breining, CMP, CMM
Maria Jacobsson
YOUR PRESENTERS & COACHES
Terri Breining, CMP, CMM
Past Chapter President
Maria Jacobsson
Chapter Business Manger,
EMEA, MPI
TODAY’S OBJECTIVES
Understanding of Chapter Success
2010/2011
Review Vision & Mission/Facts & Figures
MPI Key Community Initiatives
Driving Metrics
Review Business Planning Process
MPI tools & resources available
VISION & MISSION
4
MPI VISION & MISSION
• Vision: Build a rich global meeting industry
community
• Mission: Make our members successful by
building human connections to:
– Knowledge & ideas
– Relationships
– Marketplaces
FACTS & FIGURES
6
FACTS & FIGURES
MEMBERS STATISTICS (April 30, 2010)
GLOBAL:
22, 664
US:
18, 015
EMEA (Europe, Middle East & Africa) : 2, 383
CANADA:
1, 819
APAC
248
LAS
(Asia & Pacific):
(Latin & South America)
199
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MPI Key Community Initiatives 2010/2011
• Chapter Training Module – Chapter Business Summit
• Chapter Content – Speaker Database
• Chapter support – Websites, Cvent, Webinars, Memberfuse
CHAPTER BUSINESS
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Global community
Member relationship
Keep MPI promises
Voice of meeting industry
CHAPTER ROLE
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•
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Global network
Business opportunities
Educational opportunities
Influence the meeting industry
Share your expectations
ENJOY
CHAPTER
LEADER ROLE
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• Strategic driver
• Hold board members accountable
• Drive member value
• Ownership of outcomes
• Develop and execute a plan
• Identify future talent
• Official spokesperson for the chapter
PRESIDENT &
PRESIDENT ELECT
ROLE
Human Resources
•
•
•
•
•
•
Handle different people & personalities
Manage conflict resolution
Encourage teamwork
Listen
Help your leaders to prioritize
Time management
Minimize personal agendas to focus
& achieve the chapter’s goals.
Your Partner
•
•
•
•
•
•
•
•
Chapter management & performance
Execution of business plan
Healthy financial performance
Brand integrity
Identify talent
Resource & link to other chapters
Focus on solutions
Support your success
CHAPTER
BUSINESS
MANAGER
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•
•
•
•
•
•
President = CEO
Membership = Customers
Board = Management Team
Business Plan
Budget
Board Meetings = Staff Meeting
• Expect results/accountability
CHAPTER BUSINESS
= REAL BUSINESS
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BUSINESS PLANNING
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Succession Planning
•
•
•
•
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Finding the ultimate board
Identify open board positions
Identify Chapter Leader Role skills
Identify individual skills
Skills Matrix
SAMPLE Skills and Experience Matrix
Individual Skills
Applicant
Leadership
Strategic
Thinking
Personal
Comm. Skills
Influence
Loyalty to
MPI
Collective Skills
Business
Acumen
Fiduciary
Respons.
Chapter /
Community
Experience
DiversityReflective of
Membership
Functional Rep.
Global
Mindset/
Emerging
Markets
Expertise
Financial
Expertise
Global
Operational
Experience-non
profit or
corporate
Governance
Strategic
Planning
Industry
Experience
Marketing
Retreat Planning
•
•
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Come prepared
Use a facilitator
Business Plan
Finalize Budget
Finalize Educational/ Membership action plans.
Clear understanding and expectations of roles.
Realistic goals
Teambuilding
Review Minimum Bylaws
2009-2010
Chapter Metrics
Chapter Dashboard Metrics
1. Engagement/Participation
a)
b)
Gauges member participation and involvement in chapter
activities
Allows for chapters to track event/volunteer success
2. Chapter Membership Satisfaction
a)
b)
Assessment of overall member satisfaction with chapter
Allows for chapters to gauge member satisfaction in 3 areas;
Network, Education and Marketplace
3. Net Member Growth
a)
b)
Measures chapter member growth and rebates
Allows for chapters to track their member growth patterns
4. Chapter Financial Management
a)
b)
Calculates financial management not budgeting skills
Allows for chapter the freedom to manage finances and track
educational expenses
Member Engagement & Participation
Select 3 of 8
1. Increase attendees at educational programs
2. Increase planner attendance at educational
programs
3. Increase web site visits
4. Increase volunteers
5. Increase number of new members participating
6. Increase satisfaction of education programs
7. Increase regional/annual program attendance
8. Increase attendance at networking events
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Membership Satisfaction
• Pre-define
satisfaction goal
– MPI Chapter
Satisfaction
Survey
– Option to use
chapter’s own
survey at no
more than 49%
weight.
Member Satisfaction
(Yearly Performance)
8.00
7.50
7.00
6.50
6.00
5.50
5.00
4.50
4.00
3.50
3.00
FY07-08
FY08-09
Meet
Exceed
Far Exceed
MPI Chapter
Satisfaction
Survey
6.90
6.60
7.18
7.35
7.58
Education
Evaluation
Average
4.12
0.00
4.17
4.23
4.30
5.54
3.37
5.71
5.82
5.97
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Net Member Growth
Net Member Growth (Monthly Performance)
Meet Goal
Exceed
5.00%
6.00%
FY07-08
July
Aug
Sept
Oct
Nov
Dec
Jan
Feb
Mar
April
May
June
FY08-09
481
478
492
504
510
503
504
509
506
509
513
512
Meet
521
527
523
523
516
505
502
513
517
505
502
517
529
536
528
529
534
531
534
539
538
Exceed
Far Exceed
510
507
522
534
541
533
534
540
536
540
544
543
515
511
526
539
546
538
539
545
541
545
549
548
Net Member Growth (Monthly Performance)
560
540
520
500
480
460
440
July
Aug
Sept
Oct
FY07-08
Nov
FY08-09
Dec
Meet
Jan
Exceed
Feb
Mar
April
Far Exceed
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May
June
Chapter Financial Management
When you share your chapter financial information
with MPI we can easier support you in your:
• Business planning
• Metrics planning
• Membership recruitment, retention and renewals
• To complete your Chapter dashboard and provide
you with graphs & charts necessary we need your
results.
• We can help you identify the financial potentials that
your chapter has.
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Chapter Financial Management
• Gross Margin
– Total Revenue less Total Expenses divided by Total
Revenue
– Allows for financial management liberty
• Educational Investment Ratio (CONTENT ONLY)
– Educational Investment divided by Total Revenue
– Gauges investments in education
Note:
– Needs to note if in-kind contributions are included
– Should Exclude Investment activities from calculations
– Transfers into reserves, if any, need to be noted
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Chapter Financial Management
(Example)
Revenues
Educational $ 7,624
•
Gross Margin
(16,713 – 15,189) =1,524
1,524 / 16,713 = 9.11%
•
Educational Investment Ratio
8,091 / 16,713 = 48.41%
Fundraiser $ 3,710
Membership Dues $ 5,379
Total $ 16,713
Expenses
Board Retreat $ 4,948
Community Outreach $ 1,030
Donations $ 1,120
Educational $ 8,091
Total $ 15,189
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Membership Rebate Practice
• Membership Rebates*
– 11.4% (Clubs)
– 18.0% (US & Canada)
– 23.0% (Europe)
• Yearly Full Member Rate = $325 USD/€325 Euro
– Chapter Rebate = $58.50 USD / €74.75 Euro
• Increase in installment plans this year
– Quarterly = 4 x $81.25/€81.25 = 4 x $14.63/€14.63
– Monthly = 12 x $27.08/€27.08 = 12 x $ 4.86/€4.86
*exceptions exist.
Reporting Metrics
• Dashboard
• Chapter responsibility to fill out
• Monthly hand in to CBM by the 5th
Your CBM will provide you with all reporting,
application and grant deadlines for the year!
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TIPS & ADVICE
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Retreats
Volunteer transition
Stay current on MPI initiatives
Utilize the MPI metrics
Have a solid vision & plan
Use agendas to guide board meetings
Speaking in public
Get commitments from board members
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Tips – From a Past President
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•
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Keep it simple
Take charge
You will make mistakes
Crucial conversations
Have fun…enjoy the journey
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TOOLS & RESOURCES
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Tools & Resources - Always Available
• Your Chapter Business Manager
• The Chapter Toolkits on the Web –
Check here first. Don’t reinvent the wheel.
• GroupSpace / Memberfuse
• Industry Calendar
Tools & Resources – Continued
• Your fellow Chapter Leaders on this call
(Chapter exchange)
• Past Chapter Leaders
• International Chapter Leadership
Committee (ICLC)
• Quarterly European/Canadian Conference
Calls
Tools & Resources – Headquarter Training
• Other MPI Leadership Training:
Chapter Leaders Conference (CLC)
Chapter Leaders Forum (WEC)
Chapter Leadership Forum (MD)
• Canada and Europe:
Canadian Leadership University
European Chapter Leadership Forum
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MPI GROUP SPACE
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Chapter community page STEP 1
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Chapter community page STEP 2
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Chapter community page STEP 3
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Chapter community page STEP 4
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Chapter Reports & Toolkits
NETWORKING & EDUCATION
Opportunities Chapter Business Summit, CBS
World Education Congress, WEC
Chapter Leaders Forums
Canadian Forum at CBS
European Forum at CBS
European Meetings & Events
Conference, EMEC
QUESTIONS & ANSWERS
44
“Leadership is not about making yourself
more powerful. It’s about making the
people around you more powerful.”
Betty Linton
Thank you for your time!
We thank you for your
commitment and believe in
YOUR SUCCESS!