Report of the ED 0208

IEEE Member and
Geographic Activities
Joe Lillie, IEEE Vice President
Cecelia Jankowski, Managing Director
Member and Geographic Activities (MGA)
Region 8 Meeting
25 April 2008
Presentation Outline
The Transition from Regional Activities
to Member and Geographic Activities
MGA and MGA Resources
IEEE Member Services
Summary
The Transition
RA >>>> MGA
M G A was born on 01/01/08
RA >>>> MGA - Why Change?
Over the past several years we have
lost the focus on the member – no one
to blame, it just happened
If you always do what you always did
you will always get what you always got
Our world is changing and we must
change with it to properly serve the
members of the future
RA >>>> MGA - A Change of Focus
Regional Activities Primary Focus
Geographic Units Operation to Serve the Volunteer,
Member, Students, Profession, Public
Member and Geographic Activities Primary
Focus
Help the member grow and develop for themselves,
for the Institute and to serve the common good
throughout their life cycle and their various roles.
The Geographic Unit is one of the primary means to
these ends.
RA to MGA Transformation
Board Organizational Structure
RA
VP Regional Activities
Treasurer, Past Chair
10 Region Directors
4 Vice Chairs
– Strategic Planning
– Region Section Chapter
Activities
– Membership Activities
– Student Activities
GOLD (nonvoting)
Secretary (nonvoting)
MGA
VP MGA
Treasurer, Past Chair
10 Region Directors
4 Vice Chairs
– Strategic Management &
Analysis
– Geographic Unit
Operations
– Member Development
– Information Management
2 Members appointed by TAB
Secretary (nonvoting)
Current Transition Status
The MGA Board is in place and engaged
The MGA Vice Chairs have been elected and
are engaged
New committees have been formed and
committee members are in place
Required processes are being developed
Tools for use at the Section level are being
designed and tested
A lot of additional work is still required
Member and Geographic
Activities
Member and Geographic Activities
How Do You Say It?
M–G–A
MGA Board - the governing body
MGA Department - the staff department at HQ
MGA - the team of volunteers and staff leading
the effort
MGA Vision and Mission
Vision
Ensure Quality Member Opportunities for
Continuous Engagement
Mission
Inspire, Enable, Empower and Engage Members of IEEE
Guiding Principles
The Member is IEEE and IEEE is the Member
Membership is a core value of IEEE.
Members shape IEEE's future.
Members collaborate to create IEEE's future.
IEEE enhances members' future.
2008 MGA Board
Vice President - Joe Lillie
Past Chair – Pedro Ray
Treasurer – Bill Kennedy
10 Region Directors – Jean-Gabriel Remy, Region 8
4 Vice Chairs
– Strategic Management & Analysis – Ed Palacio
– Geographic Unit Operations – Luiz Pilotto
– Member Development – Gerhard Hancke
– Information Management – Gene Ressler
2 Members appointed by TAB – Stuart Long, Mike
Williams
Secretary (nonvoting) – Cecelia Jankowski
IEEE MGA – Strategic Considerations
Focus on the Member - continuous engagement throughout the
lifecycle
– Develop an IEEE-wide Member Strategy
– Member data acquisition, management and protection; relevant
products/services and coordinated communications
Geographic Unit Experience – efforts already initiated to engage
Sections and Regions
– Engagement & relationship development for volunteer leaders
– Increase opportunities for new activities & programs
Geographic Unit Operations
– Simplify operational requirements for volunteers and staff
– Understand impact of government and legal requirements on OU
and Geo Unit decisions and operations
– Need for closer integration of GeoUnit operations with IEEE
organizational decisions; increasing overlaps of OU efforts worldwide
Developing and acquiring skills
– Relationship development & management, project management,
process management, business analysis and development,
enhanced international experience, metrics/benchmarking
MGA Department
IEEE MGA - Staff Organization
As of 24 April 2008
MGA Staff – A Resource for You
Membership – Recruitment, Retention,
Recovery & Recognition,
– Membership promotions & programs
Student Activities
– Student Branch Support/Funding
Affinity Group management
– Graduates of the Last Decade (GOLD)
– Life Members and LM Affinity Groups
Volunteer awards & recognition
Electronic Services: SAMIeee, E-Notice,
Entity Web Hosting
MGA Staff – A Resource for You
Section activities and programs
Section strategic and operational planning
Geographic unit reporting
– Finances & Rebates
– Officer/Meeting Reporting
– Online volunteer geographic rosters
Unit Formation/Dissolutions
IEEE info for volunteers (SCOOP)
Section Chapter Activities
Sections Congress
MGA Member Strategy
Member Experience – Lifecycle Management
Strategic direction
Membership Development
–
–
–
–
Membership Marketing & promotions, OU outreach
Affinity group management (GOLD, Life Members)
Member grade qualifications
Benefits marketing
Member Research and Data Analysis
– Annual statistics
– Member research agenda
– Membership trend analysis
Member-specific product/service development and
management
– Community – myIEEE, MemberNet
– Knowledge - IEEE.tv, IEEE Potentials
– Profession – Career Activities
MGA Geographic Activities
Geographic Unit Experience
– Engagement & relationship development
– Activities & Programs
– Sections Congress
Geo Unit Operations & Processes
–
–
–
–
–
Section Operations
Formations, operations, governance
Metrics & tracking
V Tools
Activities to comply with government regulations in
countries for which the primary impact is the local
geounits
Volunteer development and training
MGA Information Management
Member Information System - 360 degree view of
the member & activity tracking
Volunteer & Member Electronic Services
Development
MGA Websites - Entity Web Hosting
Electronic business opportunities
V Tools development
SAMIEEE
E-notice
Email Alias & UCE
BMS Support & IT Enterprise
MGA Finance & Administration
Budget & Finances
– MGA, Membership Dues, Member Operations
Business & financial analysis and modeling
Business management
–
–
–
–
IEEE.tv
myIEEE
IEEE Potentials
Financial Advantage
Geographic Unit Finances
– Rebate Processing
– Unit financial tracking
IEEE MGA
Volunteers and Staff Working Together
MGA Board
– Develop policy (Board, Committees, Interfaces…)
– Perform governance and oversight with vision
MGA Committees and Staff
– Partnership – Design, development, implementation
– Shared responsibility
Policy (values and principles) driven
Operational Activities (Volunteers and Staff)
Thank you for your commitment to
the IEEE, your volunteer efforts
and your enthusiasm!!
Contact Information
Joe Lillie – [email protected]
Cecelia Jankowski – [email protected]
Member Benefits
Bringing it all together… myIEEE™
Connect with your local IEEE
Section
Desktop navigation
w/personalized benefit access
Society memberships and
conference updates
Latest news from IEEE Spectrum,
IEEE Standards, and The institute
IEEE.tv internet television
Direct and seamless access into
membership account
Real-time job listings from the
IEEE Job Site
IEEE Member & Geographic Activities - IEEE.tv™ IEEE’s Internet Based Television Network
Series types
– Conference Highlights
– Meet the Authors
– Careers in Technology
 IEEE.tv Specials
 IEEE Products
 IEEE History
IEEE MemberNet™
Online Member Directory
Online Member Directory
Direction set by 2005 IEEE Membership Development Committee
Exclusive access to IEEE members
– Not available to Affiliates
All members’ name and grade are available
Members can opt-in additional info beyond name and grade
Must offer search capabilities
Objectives
Launch and deployment of a next-generation, member benefit to help
secure membership recruitment and retention
Venue of choice for peer-to-peer networking for IEEE members, and
foundation for IEEE social network
… IEEE MemberNet launches March 2008
MemberNet Navigation / Features
Launching IEEE MemberNet
myIEEE
Quick Search, Opt-in Preferences,
Launch network
Single sign-on & personalization
enabled
MemberNet Navigation / Features
Member Profile
Member’s name linked to their
profile
Opted-in profile
Photo
Members’ Section (linked)
Short bio
Technical Interests
Employer
School
Various Contact info (email,
instant messaging, mailing
address)
MemberNet Navigation / Features
Privacy & Opt-In
Profiles default to only
members’ name and grade
Additional info by opt-in
only, by each member
Opt-in also determines
members’ visibility in search
and ‘myNetworks’ query
results
IEEE Member & Geographic Activities –
Membership Development
The 2008 IEEE Membership Development
Kits will be shipped to all IEEE Regions,
Sections, Student Branches and Societies
late August
The quantities of materials being shipped
are based upon the current membership
size of the unit.
2008 Membership collaterals include:
–
–
–
–
–
–
–
2008 member prospect brochure
2008 membership application forms
2008 member benefits brochure
MGM business cards
MGM brochures
IEEE.tv bookmarks
IEEE posters
IEEE Member & Geographic Activities
Helping Sections to Service Members
Providing Member
Relationship Management
SAMIEEE – Volunteer access
to member data &
demographics
Enabling Member
Communications
e-Notice - Electronic
newsletter subscription
service – 522 units enrolled
(Regions, Councils, Sections,
Subsections, Chapters,
Societies, Student Branches
and Conferences)
EWH – Web Hosting for over
1,150 units
IEEE Member & Geographic Activities
vTools
Provide IEEE organizational
units with web-based tools to
manage their ongoing activities
Tools will include OUMgt:
Meetings, WebInABox, Finance,
Demographics, Elections, and
others.
This project is made possible by
volunteers’ efforts with support
and assistance from IEEE Staff