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Want More Members?
Give Them More ROI
                     AENC Sept. 21, 2012
                        Durham, NC



                                         Ed Rigsbee, CSP, CAE
                                             1746 Calle Yucca, Suite 200
                                              Thousand Oaks, CA 91360
                                                      Ed@Rigsbee.com
                                                         805-498-5720
   Copyright 2012  Ed Rigsbee  www.Rigsbee.com
#1 View Your Organization Through
    the Eyes of the Non-Member




       Copyright 2012  Ed Rigsbee  www.Rigsbee.com
#2 Prove to your members & the non-
members, through ROI, that
membership is a good business
decision.




        Copyright 2012  Ed Rigsbee  www.Rigsbee.com
This session is
about proving that
membership in your
 organization is a
  good business
    decision.
   Copyright 2012  Ed Rigsbee  www.Rigsbee.com
Ed Rigsbee’s Member Recruitment System




Member Engagement                   Member Retention



Member Assimilation                     Member Evangelist



            Member Recruitment

          Copyright 2012  Ed Rigsbee  www.Rigsbee.com
Member Recruitment Models
  (All member recruitment efforts are contained in
         one of the below three strategies)

1. Direct Selling; Door-to-door, Telemarketing, & Telethons
   1. Generally requires commissioned sales persons
   2. Reasonably quick results
2. Pull Marketing
   1. Direct Mail Campaigns (expensive)
   2. Internet Marketing (expensive)
3. Member-Get-a-Member (Ed’s Approach)
   1.   Organic Grassroots Effort
   2.   Member “Recruitment Evangelists” are Key to Success
   3.   Need Correct Tools (ROI brochure)
   4.   Takes Work
   5.   Needs Accountability Element
   6.   Best Method for New Member Assimilation




               Copyright 2012  Ed Rigsbee  www.Rigsbee.com
Marketing General ‘09 Membership Marketing Benchmarking Survey (Awareness)




                  Copyright 2012  Ed Rigsbee  www.Rigsbee.com
Marketing General 2009 Membership Marketing Benchmarking Survey




             Copyright 2012  Ed Rigsbee  www.Rigsbee.com
Recruitment Campaigns
       Staff vs. Member Driven
•   It happens                     • More authentic
•   Consistency                    • Peer-to-peer value
•   Dedicated                      • Word of mouth
    resources                      • More passion
•   Clear message                  • More people selling
•   United message                 • Personalized
•   Ass’n Knowledge                  examples
•   Outsider looking in            • Know industry jargon

           Copyright 2012  Ed Rigsbee  www.Rigsbee.com
What About Partnership Driven?

• Take the best that staff & volunteer
  driven models have to offer.
• More total effort.
• Encourages innovation.




        Copyright 2012  Ed Rigsbee  www.Rigsbee.com
2 Basic Member Paradigms
• The Givers, they join to participate in
  and, be a part their industry’s
  association.
  – Regularly attend association events;
    regardless of quality.
• The Takers, they join to take advantage
  of collaborative synergies; want to get
  more than they give.
  – Will attend association events if they see
    immediate value & an ROI.

          Copyright 2012  Ed Rigsbee  www.Rigsbee.com
Organic, Grassroots,
Member-Get-A-Member
     Campaigns


    Copyright 2012  Ed Rigsbee  www.Rigsbee.com
You Don’t Just
Want Numbers,
 You Want…

   Copyright 2012  Ed Rigsbee  www.Rigsbee.com
Get the Motivation Right
    Copyright 2012  Ed Rigsbee  www.Rigsbee.com
Grassroots Member Recruitment Campaign
• Step 1: Qualitative Research: Rigsbee
  Member ROI Valuation ProcessTM
• Step 2: Develop new member
  recruitment tool; ROI Brochure
• Step 3: Conference Keynote for
  Campaign kick-off with brochure.
• Step 4: Board of directors drive
  campaign.
• Step 5: Paid staff follow up & drive
  accountability.
         Copyright 2012  Ed Rigsbee  www.Rigsbee.com
Advocacy & Legislative Influence




        Copyright 2012  Ed Rigsbee  www.Rigsbee.com
Separate

Member Value
               from

Industry Value
 Copyright 2012  Ed Rigsbee  www.Rigsbee.com
In the Eyes of the Non-Member
• Legislative & Advocacy work Does Not
  deliver ROI.
• Industry Stakeholders, regardless of their
  Membership Status, gets the benefit; thus,
  No perceived ROI in membership.
• Sell the “economies of scale” made
  possible through Alliance and what else is
  possible for them.
• Legislative & Advocacy work Does deliver
  current member value and thus is best
  used for member retention purposes.

         Copyright 2012  Ed Rigsbee  www.Rigsbee.com
Most Associations
      Deliver
   (Member Only)
Line-Item ROI in Real
       Dollars.
    Copyright 2012  Ed Rigsbee  www.Rigsbee.com
Average* Specific Value from Associations


Professional Recognition,
 Certification, Image &
 Credibility
Range $200 to $5,000

Average: $1,507
                                                    * Information averaged in 2006
         Copyright 2012  Ed Rigsbee  www.Rigsbee.com
Average* Specific Value from Associations


Training & Education;
Range: $500 to $4,000


Average: $1,857

                                                    * Information averaged in 2006
         Copyright 2012  Ed Rigsbee  www.Rigsbee.com
Average* Specific Value from Associations

(Member Only) Industry
 Specific Research,
 Regulatory & Code
 Summary;
Range $1,000 to $4,750



Average: $2,596
                                                     * Information averaged in 2006
          Copyright 2012  Ed Rigsbee  www.Rigsbee.com
Average* Specific Value from Associations


Networking;
Range $200 to $10,000

Average: $4,029
                                                    * Information averaged in 2006
         Copyright 2012  Ed Rigsbee  www.Rigsbee.com
What’s Your
  Organization’s
Yearly Sustainable
Real-Dollar Member
  ROI Number?
   Copyright 2012  Ed Rigsbee  www.Rigsbee.com
Rigsbee’s Member ROI Valuation Process
            (Active Qualitative Research Method)


 1.   Process best if done with a mix of members; not
      just with the board.
 2.   List value line items; at session or prior to
      session.
 3.   One at a time, come to agreement as to the yearly
      sustainable real dollar value (the hard part). If a
      value item is received over a number of years,
      divide by # of years.
 4.   If an item is something the entire industry
      receives, regardless of membership (i.e.
      legislation) do not count this item.
 5.   When done total the yearly value.
 6.   Determine what it costs a member (yearly) to
      receive this value. Divide to determine ROI.

             Copyright 2012  Ed Rigsbee  www.Rigsbee.com
At the American Society
for Quality, Members Get
       $50 in Yearly
 Sustainable Real-Dollar
  Value for Every Dollar
Invested in Membership.
     Copyright 2012  Ed Rigsbee  www.Rigsbee.com
Alabama CAE Real Dollar Value
•   E-News- $150                        •    Knowledge Center- N/A
•   Print Magazine- $150                •    Special Interest Group
•   Legislative Directory - $500             Participation- N/A
•   Member Directory- $100              •    Affinity programs- N/A
•   Opportunities for involvement &     •    Educational programs- $250
    leadership- N/A                     •    Access to corporate sponsor
•   Access to ACAE office/staff-             funding- N/A
    $100                                •    Access to public
•   Technical advisory staff through         officials/influencers- N/A
    the Tech Hotline- N/A               •    Annual Golf Outing/Tradeshow -
•   Professional technical training          $200
    opportunities- $2000                •    Legal Representation- N/A
•   Peer referrals- N/A                 •    Networking- $ 3000
•   Peer Support/Mentoring- $3000       •    Total Value-$9,650
•   Certification training- N/A
•   Research materials- $200
                                        •    Total Cost-$350
•   ACAE logo use- N/A                  •    Membership ROI = 27.57X
•   Convention attend discount- $75
•   Web referrals- N/A

                 Copyright 2012  Ed Rigsbee  www.Rigsbee.com
New England SAE Real Dollar Value
•   E-News- 75                          •    NE/SAE Career Headquarters- NA
•   Print Magazine-NA                   •    NE/SAE Knowledge Center- 700
•   Legislative Update- NA              •    Special Interest Group
•   Member Directory- 0                      Participation- 400
•   Opportunities for involvement &     •    Affinity programs- NA
    leadership- 2000                    •    Monthly educational programs-400
•   Access to NE/SAE office/staff-      •    Networking- 2000
    200
                                        •    Total Value-$8,025
•   Technical advisory staff through
    the Tech Hotline- NA                •    Total Cost-$195
•   Professional technical training     •    Membership ROI = 41X
    opportunities- NA
•   Peer referrals- NA
•   Peer Support/Mentoring- 2000
•   CAE certification training- 100
•   Research materials- NA
•   NE/SAE logo use- NA
•   Convention attend discount- 150
•   Web referrals- NA

                 Copyright 2012  Ed Rigsbee  www.Rigsbee.com
Michigan SAE Real Dollar Value
•   Online Magazine- $0                 •    Knowledge Center- n/a
•   Print Magazine- $100                •    Special Interest Group
•   Legislative Directory- $0                Participation- $100
•   Member Directory- $50               •    Affinity programs- $200
•   Opportunities for involvement &     •    Educational programs- $300
    leadership- $500                    •    Access to public
•   Access to MSAE office/staff-             officials/influencers- $0
    $200                                •    Legal Representation- $0
•   Technical advisory staff through    •    MSAE Surveys & Reports- n/a
    the Tech Hotline- n/a               •    Online Job Search Assistance- n/a
•   Professional technical training     •    Networking- $2,000
    opportunities- n/a
                                        •    Membership ROI = 16.17X
•   Peer referrals (AMCs)- $1,000
                                        •    Total Value-$4,610
•   Peer Support/Mentoring- $0
•   CAE training- $10                   •    Total Cost-$285
•   Research materials- $50
•   MSAE logo use- $0
•   Conv. attendance discount- $100


                 Copyright 2012  Ed Rigsbee  www.Rigsbee.com
AAMSE Real Dollar Value
•   Legislative Update- N/A                  •   Peer Review- N/A
•   Hotline- N/A                             •   Peer referrals- N/A
•   Trends Report- $2,000                    •   Opportunity to transcend from Success
•   Salary Surveys - $500                        to Significance- N/A
•   Access to legislators/Influencers-       •   Opportunities for involvement &
    N/A                                          leadership; councils, committees,
•   Legislative Dinners- N/A                     board- $1,000
•   Member Directory- $50                    •   Benchmarking Project- $750
•   Access to Society office & staff- $400   •   CEO Listservs- $1,500
•   Legal Representation- N/A                •   Annual Conference- $75
•   New Medical Executives Institute-        •   Affinity programs/Endorsed Partners-
    $300                                         N/A
•   CEO Meetings- $500                       •   Networking- $750
•   Knowledge Center/Knowledge
    Management- $175                         •   Total Cost: $400
•   EDWebs- $200                             •   Total Value:$8,200
•   Educational Seminars- N/A                •   ROI = 20.5x
•   Compliance Information; red flag
    rules, HIPAA & OSHA updates, etc-
    N/A



                    Copyright 2012  Ed Rigsbee  www.Rigsbee.com
Give More ROI
 Through: High
Perceived Value,
   Low Cost
   Programs.

 Copyright 2012  Ed Rigsbee  www.Rigsbee.com
Value Perception
    Rule #1
 Tell Them What
You Did for Them!

   Copyright 2012  Ed Rigsbee  www.Rigsbee.com
Value Perception
    Rule #2
 Sell to Their
Buying Motives
   Copyright 2012  Ed Rigsbee  www.Rigsbee.com
More ROI Line-Items through
Understanding Buying Motives

1.   Profits or Gain
2.   Fear of Loss
3.   Comforts and Pleasure
4.   Avoidance of Pain
5.   Loving and Affection
6. Pride and Prestige

        Copyright 2012  Ed Rigsbee  www.Rigsbee.com
What Do You Have (of value)
That Members & Others Want?
•   Hardcopy directory
•   Archived content
•   Access to an online community
•   Certification study group
•   Classifieds and job postings              P ri
•   Email blasts                           Eve ce
•   Affinity programs                         ryth
•
•
    Breakfast with the Governor
    Corporate Member reception
                                                   ing
•   Advertising on Web site
•   Industry Mentor Service
•   One day pass to closed conference
•   Legislative update summaries
•   What else?

             Copyright 2012  Ed Rigsbee  www.Rigsbee.com
Prove Relevance by Proving
        ROI, Especially Generational

•   YPO Groups
•   Dinosaur Groups
•   Certifications/Credentials
•   Extreme Meetings (?)
•   Cause Based Events (?)
•   Keep Volunteer Leaders on Strategy
          Copyright 2012  Ed Rigsbee  www.Rigsbee.com
Formal Senior to Junior
    Member Mentoring Programs
1. Is there a structured length of time for the
   relationship? What effect, positive or negative, has the
   length of time had on member engagement for, the
   senior member? Junior member?
2. 2. What percentage of your senior members (defined
   as 20+ year members) currently participate in your
   program?
3. What is the most important benefit/value that your
   senior members have reported they have received
   from their participation?
4. What else do you believe could be done to make your
   program more beneficial to your senior members?
5. If you do not have a formal "Senior to Junior Member"
   mentoring program, do you have any solid plans on
   starting one in 2012, or 2013?
             Copyright 2012  Ed Rigsbee  www.Rigsbee.com
Ed Rigsbee’s Member Recruitment System




Member Engagement                   Member Retention



Member Assimilation                     Member Evangelist



            Member Recruitment

          Copyright 2012  Ed Rigsbee  www.Rigsbee.com
New Member Assimilation;
    aka On-Boarding


 Use ‘em or
 Lose ‘em!
     Copyright 2012  Ed Rigsbee  www.Rigsbee.com
How Do You Assimilate New Members?
     Typical Answers Include:

• Put them on a                  • Board in the barrel for
  committee                        questions at meeting
• Put them on the Board          • Welcome email from Board
• Coupon for an                  • Send member information
  educational seminar              notebook
                                 • Staff calls each new member
• Detailed new member              & welcomes them
  orientation with
  incentive                      • What About a
• Get them to a local
  chapter meeting                  New Member
• New member showcase
  & introduction
                                   Engagement
                                   Process?
          Copyright 2012  Ed Rigsbee  www.Rigsbee.com
Avoid Assimilation Atrophy
• Responsibility of recruiting member to urge new
  member to attend the annual convention.
• Responsibility of recruiting member to introduce
  new member into his or her circles of friends and
  colleagues.
• Responsibility of recruiting member to introduce
  new member to association leadership that can
  get him or her onto a committee or involved with
  a project.
• The above is difficult, if not impossible with
  commissioned sales staff recruiting new
  members.


           Copyright 2012  Ed Rigsbee  www.Rigsbee.com
Ed Rigsbee’s Member Recruitment System




Member Engagement                   Member Retention



Member Assimilation                     Member Evangelist



            Member Recruitment

          Copyright 2012  Ed Rigsbee  www.Rigsbee.com
Sacred Cows Eat Up Resources & ROI
 • Quarterly Newsletter, Aggregated News, or
   Magazine Experiencing Reduced Readership;
   Hardcopy or Electronic
 • Association Built Product or Service that Nobody
   Wants
 • Obsolete Sponsor Programs or Desires
 • Golf Tournament or Sporting Event
 • Agreements That Do Not Work
 • Legacy Committee or Program
 • Annual picnic or Social Event
 • Off-site Event or Trade show with reduced
   attendance
 • Non-Producing Member Group or Board Member
 • Joint Conference with Other Organizations

           Copyright 2012  Ed Rigsbee  www.Rigsbee.com
Associations are
 Morphing from
 Informational
Organizations to
Communities of
  Reciprocity.
 Copyright 2012  Ed Rigsbee  www.Rigsbee.com
Copyright 2012  Ed Rigsbee  www.Rigsbee.com
In all media,
  claim your
name…NOW!
  Copyright 2012  Ed Rigsbee  www.Rigsbee.com
Ed Rigsbee’s Member Recruitment System




Member Engagement                   Member Retention



Member Assimilation                     Member Evangelist



            Member Recruitment

          Copyright 2012  Ed Rigsbee  www.Rigsbee.com
Why Should Your Members Renew?
        Typical Answers Include:
•   Professional development           •   Sense of community
•   Networking                         •   Annual conference
•   Can’t afford not to                •   Regional decision making
•   Exclusive Education                •   Unified voice for profession
•   Legal Benefits                     •   Access to exclusive content
•   Advocacy                           •   Exclusive Benefits
•   Advertising                        •   Cost savings
•   Public Image                       •   Separates themselves in market
•   Access to business                     place
•   Leads                              •   Creditability in a crowded
•   Know what is going on in               industry
    industry                           •   Build professional business
•   Trend information                      environment
•   Legislative Updates                •   Competitive advantage
•   Communication to members           •   Political strength
•   Certification                      •   Voice in national advocacy
•   Maintain certification             •   Food, Fellowship, and Fun
•   Support their industry

                            Benefits or Features?
               Copyright 2012  Ed Rigsbee  www.Rigsbee.com
Why Members Do Not Renew
•   Business closed/merged–12%
•   Change of profession-15%
•   Cannot determine-16%
•   Dues too high-17%
•   Not enough time to use member benefits-7%
•   Services no longer relevant-17%
•   Other-16%          -Association Management, November 2001




Not Enough Perceived Value: 73%
                Copyright 2012  Ed Rigsbee  www.Rigsbee.com
Marketing General 2011 Membership Marketing Benchmarking Survey




             Copyright 2012  Ed Rigsbee  www.Rigsbee.com
Is Dissent Valuable?




    Copyright 2012  Ed Rigsbee  www.Rigsbee.com
Contrarians Are Just
  Future Leaders,
     Waiting for
Intelligent Direction
   & Integration.
    Copyright 2012  Ed Rigsbee  www.Rigsbee.com
Valuing Contrarians
• See the cornucopia of diverse members and
  discover how to reel in contrarians through
  collaboration.
• Position your organization as the one
  organization in your industry where everyone is
  welcome, embraced, and valued.
• Get your persnickety members to understand and
  appreciate the value they receive and deliver
  through their membership.
• Recruit all your members to become evangelists
  for your association.
• Realize that contrarians see different patterns!

          Copyright 2012  Ed Rigsbee  www.Rigsbee.com
Linkedin Member ROI Group
Question: How does your
organization recognize long-term
(20+ years) members and what
does it do to reward their loyalty to
your organization?




        Copyright 2012  Ed Rigsbee  www.Rigsbee.com
Recognize Long-Term Members

• Some of my clients make the older members "fellows". One
  particular association at their annual event get all the
  members of 50 years standing to stand up and "take wine
  with the president"
• In addition to having "ribbons" attached to the online roster
  showing the length of membership, we recognize
  companies during the awards dinner at our annual
  convention both in the program and having them stand.
  This year we did the recognition by groups having them
  stand at their seats for 5, 10, and 20 years. 25+ year
  members came to the stage to be recognized for their
  commitment to the industry.



             Copyright 2012  Ed Rigsbee  www.Rigsbee.com
Recognize Long-Term Members

• My association celebrated its 25th
  anniversary in 2011. We sent a special
  invitation to the charter members to attend
  a special reception held during our annual
  convention. They were also recognized
  during the membership luncheon and
  were presented with a plaque.




         Copyright 2012  Ed Rigsbee  www.Rigsbee.com
Recognize Long-Term Members

• We include a list of our members, in
  5-yr increments, annually in our
  magazine.
• We discontinued the pins when we
  changed our logo in 2009
• We do encourage our chapters to
  honor their longtime members.


        Copyright 2012  Ed Rigsbee  www.Rigsbee.com
Ed Rigsbee’s Member Recruitment System




Member Engagement                   Member Retention



Member Assimilation                     Member Evangelist



            Member Recruitment

          Copyright 2012  Ed Rigsbee  www.Rigsbee.com
Membership Evangelism; What’s It Take?
1.   Help members to understand how a larger organization--reaching
     critical mass--will serve them better, personally and professionally.
2.   Recognize publically and privately, the efforts and results of your
     member recruitment evangelists; especially their efforts to help new
     members to assimilate into your organization.
3.   If the board of directors and paid staff are continually exploring
     additional methods to deliver real-dollar value to members, as
     opposed to exploring more ways to get into the pockets of members,
     regularly and clearly communicate new “member only” value
     propositions.
4.   Teach your evangelists the difference between “member only” and
     “industry stakeholder” value.
     1. Member Only Value: benefits and services one receives that is only
        available to paid members. If an association gives it out free, it is not a
        member only value but rather an industry stakeholder value.
     2. Industry Stakeholder Value: much of the legislative, lobbying, and
        advocacy activities where everyone in the industry benefits, regardless of
        holding membership in your organization or not.

5. Develop an effective recruitment tool that proves “member
   only” ROI and that membership in your organization is a good
   business decision.
                  Copyright 2012  Ed Rigsbee  www.Rigsbee.com
Evangelist’s Tool: The ROI Brochure

                • Brochure fits in #10
                  envelope, breast coat
                  pocket, or other
                  convenient location
                • No extra postage,
                  generally, when mailed
                  with annual renewal or
                  other association to
                  member communication


      Copyright 2012  Ed Rigsbee  www.Rigsbee.com
Recruitment Evangelist ROI Brochure Elements
 •   Brochure best as:
      – 11” x 8.5” tri-fold
      – 4 color double sided
 •   Brochure covers:
      – Front cover should always state, “Membership is a Good Business
        Decision.”
      – Back cover offers factual and/or historical information about your
        organization and complete contact information.
 •   Upon opening, visible on the right side, should be the results from
     your Member ROI Valuation Process, proving that membership in
     your organization is a good business decision. The line-items are
     “member only” benefits.
 •   Left should include, the “What’s in it for” the various industry
     stakeholder segments or organization’s membership categories.
 •   Last open:
      –   Far left, What’s in it for the individual
      –   Center page, What’s in it for your business
      –   Right section, What’s in it for your industry. This is the place for your
          org to toot it’s legislative and advocacy prowess horn. This is because,
          from a non-member perspective, they are already getting this value even
          though they do not hold membership in your organization.


                   Copyright 2012  Ed Rigsbee  www.Rigsbee.com
Outside left:               Outside center:                Outside right:
Results from Rigsbee’s      A bit of history on your       This is your brochure
Member Value                organization and all           cover. In addition to your
ProcessTM including all     contact information on         organizations logo on the
line items valued and       the bottom.                    top, title the brochure:
totals.                                                    “Membership, It’s A
                                                           Good Business
                                                           Decision!”



Inside left:                Inside center:                 Inside right:
What’s in it for the        What’s in it for the           What’s in it for the
prospect personally?        prospect’s business?           prospect’s industry? This
Include a paragraph for     Skip the features and list     is last because it offers
all member categories—      benefits (how your             the least real-dollar ROI
member, allied, supplier,   organization will make         to the member.
etc.                        the member’s company           Remember, they get
                            better.)                       legislative benefit even if
                                                           they are not a member.


                    Copyright 2012  Ed Rigsbee  www.Rigsbee.com
Just because your
   implementation was
faulty, it doesn’t mean the
       idea was bad.


     Copyright 2012  Ed Rigsbee  www.Rigsbee.com
Additional Resources from Ed Rigsbee
•   Association Resources:
     http://www.rigsbee.com/association.htm
•   Association Articles:
     http://www.rigsbee.com/associationarticles.htm
•   How to Conduct Ed Rigsbee’s Member ROI Valuation Process article:
     http://www.rigsbee.com/association-member-retention-1.htm
•   All Ed's articles & permission to reprint:
     http://www.rigsbee.com/morearticles.htm
•   Linkedin Member ROI Group; only for association/society staff and
    executives, no volunteer leaders and no vendors are invited.
     http://www.linkedin.com/groupRegistration?gid=2672904
•   For questions about the above resources or to engage Ed Rigsbee to
    help you implement any of the phases of his Member Recruitment
    System, call 805-498-5720 or email to ed@rigsbee.com
•   Ed Rigsbee’s association client list & client comments:
     http://www.rigsbee.com/clientlist.htm
•   Ed Rigsbee’s client testimonials at Linkedin:
     http://www.linkedin.com/in/edrigsbee




                   Copyright 2012  Ed Rigsbee  www.Rigsbee.com

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2012 aenc-want more members-share

  • 1. Want More Members? Give Them More ROI AENC Sept. 21, 2012 Durham, NC Ed Rigsbee, CSP, CAE 1746 Calle Yucca, Suite 200 Thousand Oaks, CA 91360 Ed@Rigsbee.com 805-498-5720 Copyright 2012  Ed Rigsbee  www.Rigsbee.com
  • 2. #1 View Your Organization Through the Eyes of the Non-Member Copyright 2012  Ed Rigsbee  www.Rigsbee.com
  • 3. #2 Prove to your members & the non- members, through ROI, that membership is a good business decision. Copyright 2012  Ed Rigsbee  www.Rigsbee.com
  • 4. This session is about proving that membership in your organization is a good business decision. Copyright 2012  Ed Rigsbee  www.Rigsbee.com
  • 5. Ed Rigsbee’s Member Recruitment System Member Engagement Member Retention Member Assimilation Member Evangelist Member Recruitment Copyright 2012  Ed Rigsbee  www.Rigsbee.com
  • 6. Member Recruitment Models (All member recruitment efforts are contained in one of the below three strategies) 1. Direct Selling; Door-to-door, Telemarketing, & Telethons 1. Generally requires commissioned sales persons 2. Reasonably quick results 2. Pull Marketing 1. Direct Mail Campaigns (expensive) 2. Internet Marketing (expensive) 3. Member-Get-a-Member (Ed’s Approach) 1. Organic Grassroots Effort 2. Member “Recruitment Evangelists” are Key to Success 3. Need Correct Tools (ROI brochure) 4. Takes Work 5. Needs Accountability Element 6. Best Method for New Member Assimilation Copyright 2012  Ed Rigsbee  www.Rigsbee.com
  • 7. Marketing General ‘09 Membership Marketing Benchmarking Survey (Awareness) Copyright 2012  Ed Rigsbee  www.Rigsbee.com
  • 8. Marketing General 2009 Membership Marketing Benchmarking Survey Copyright 2012  Ed Rigsbee  www.Rigsbee.com
  • 9. Recruitment Campaigns Staff vs. Member Driven • It happens • More authentic • Consistency • Peer-to-peer value • Dedicated • Word of mouth resources • More passion • Clear message • More people selling • United message • Personalized • Ass’n Knowledge examples • Outsider looking in • Know industry jargon Copyright 2012  Ed Rigsbee  www.Rigsbee.com
  • 10. What About Partnership Driven? • Take the best that staff & volunteer driven models have to offer. • More total effort. • Encourages innovation. Copyright 2012  Ed Rigsbee  www.Rigsbee.com
  • 11. 2 Basic Member Paradigms • The Givers, they join to participate in and, be a part their industry’s association. – Regularly attend association events; regardless of quality. • The Takers, they join to take advantage of collaborative synergies; want to get more than they give. – Will attend association events if they see immediate value & an ROI. Copyright 2012  Ed Rigsbee  www.Rigsbee.com
  • 12. Organic, Grassroots, Member-Get-A-Member Campaigns Copyright 2012  Ed Rigsbee  www.Rigsbee.com
  • 13. You Don’t Just Want Numbers, You Want… Copyright 2012  Ed Rigsbee  www.Rigsbee.com
  • 14. Get the Motivation Right Copyright 2012  Ed Rigsbee  www.Rigsbee.com
  • 15. Grassroots Member Recruitment Campaign • Step 1: Qualitative Research: Rigsbee Member ROI Valuation ProcessTM • Step 2: Develop new member recruitment tool; ROI Brochure • Step 3: Conference Keynote for Campaign kick-off with brochure. • Step 4: Board of directors drive campaign. • Step 5: Paid staff follow up & drive accountability. Copyright 2012  Ed Rigsbee  www.Rigsbee.com
  • 16. Advocacy & Legislative Influence Copyright 2012  Ed Rigsbee  www.Rigsbee.com
  • 17. Separate Member Value from Industry Value Copyright 2012  Ed Rigsbee  www.Rigsbee.com
  • 18. In the Eyes of the Non-Member • Legislative & Advocacy work Does Not deliver ROI. • Industry Stakeholders, regardless of their Membership Status, gets the benefit; thus, No perceived ROI in membership. • Sell the “economies of scale” made possible through Alliance and what else is possible for them. • Legislative & Advocacy work Does deliver current member value and thus is best used for member retention purposes. Copyright 2012  Ed Rigsbee  www.Rigsbee.com
  • 19. Most Associations Deliver (Member Only) Line-Item ROI in Real Dollars. Copyright 2012  Ed Rigsbee  www.Rigsbee.com
  • 20. Average* Specific Value from Associations Professional Recognition, Certification, Image & Credibility Range $200 to $5,000 Average: $1,507 * Information averaged in 2006 Copyright 2012  Ed Rigsbee  www.Rigsbee.com
  • 21. Average* Specific Value from Associations Training & Education; Range: $500 to $4,000 Average: $1,857 * Information averaged in 2006 Copyright 2012  Ed Rigsbee  www.Rigsbee.com
  • 22. Average* Specific Value from Associations (Member Only) Industry Specific Research, Regulatory & Code Summary; Range $1,000 to $4,750 Average: $2,596 * Information averaged in 2006 Copyright 2012  Ed Rigsbee  www.Rigsbee.com
  • 23. Average* Specific Value from Associations Networking; Range $200 to $10,000 Average: $4,029 * Information averaged in 2006 Copyright 2012  Ed Rigsbee  www.Rigsbee.com
  • 24. What’s Your Organization’s Yearly Sustainable Real-Dollar Member ROI Number? Copyright 2012  Ed Rigsbee  www.Rigsbee.com
  • 25. Rigsbee’s Member ROI Valuation Process (Active Qualitative Research Method) 1. Process best if done with a mix of members; not just with the board. 2. List value line items; at session or prior to session. 3. One at a time, come to agreement as to the yearly sustainable real dollar value (the hard part). If a value item is received over a number of years, divide by # of years. 4. If an item is something the entire industry receives, regardless of membership (i.e. legislation) do not count this item. 5. When done total the yearly value. 6. Determine what it costs a member (yearly) to receive this value. Divide to determine ROI. Copyright 2012  Ed Rigsbee  www.Rigsbee.com
  • 26. At the American Society for Quality, Members Get $50 in Yearly Sustainable Real-Dollar Value for Every Dollar Invested in Membership. Copyright 2012  Ed Rigsbee  www.Rigsbee.com
  • 27. Alabama CAE Real Dollar Value • E-News- $150 • Knowledge Center- N/A • Print Magazine- $150 • Special Interest Group • Legislative Directory - $500 Participation- N/A • Member Directory- $100 • Affinity programs- N/A • Opportunities for involvement & • Educational programs- $250 leadership- N/A • Access to corporate sponsor • Access to ACAE office/staff- funding- N/A $100 • Access to public • Technical advisory staff through officials/influencers- N/A the Tech Hotline- N/A • Annual Golf Outing/Tradeshow - • Professional technical training $200 opportunities- $2000 • Legal Representation- N/A • Peer referrals- N/A • Networking- $ 3000 • Peer Support/Mentoring- $3000 • Total Value-$9,650 • Certification training- N/A • Research materials- $200 • Total Cost-$350 • ACAE logo use- N/A • Membership ROI = 27.57X • Convention attend discount- $75 • Web referrals- N/A Copyright 2012  Ed Rigsbee  www.Rigsbee.com
  • 28. New England SAE Real Dollar Value • E-News- 75 • NE/SAE Career Headquarters- NA • Print Magazine-NA • NE/SAE Knowledge Center- 700 • Legislative Update- NA • Special Interest Group • Member Directory- 0 Participation- 400 • Opportunities for involvement & • Affinity programs- NA leadership- 2000 • Monthly educational programs-400 • Access to NE/SAE office/staff- • Networking- 2000 200 • Total Value-$8,025 • Technical advisory staff through the Tech Hotline- NA • Total Cost-$195 • Professional technical training • Membership ROI = 41X opportunities- NA • Peer referrals- NA • Peer Support/Mentoring- 2000 • CAE certification training- 100 • Research materials- NA • NE/SAE logo use- NA • Convention attend discount- 150 • Web referrals- NA Copyright 2012  Ed Rigsbee  www.Rigsbee.com
  • 29. Michigan SAE Real Dollar Value • Online Magazine- $0 • Knowledge Center- n/a • Print Magazine- $100 • Special Interest Group • Legislative Directory- $0 Participation- $100 • Member Directory- $50 • Affinity programs- $200 • Opportunities for involvement & • Educational programs- $300 leadership- $500 • Access to public • Access to MSAE office/staff- officials/influencers- $0 $200 • Legal Representation- $0 • Technical advisory staff through • MSAE Surveys & Reports- n/a the Tech Hotline- n/a • Online Job Search Assistance- n/a • Professional technical training • Networking- $2,000 opportunities- n/a • Membership ROI = 16.17X • Peer referrals (AMCs)- $1,000 • Total Value-$4,610 • Peer Support/Mentoring- $0 • CAE training- $10 • Total Cost-$285 • Research materials- $50 • MSAE logo use- $0 • Conv. attendance discount- $100 Copyright 2012  Ed Rigsbee  www.Rigsbee.com
  • 30. AAMSE Real Dollar Value • Legislative Update- N/A • Peer Review- N/A • Hotline- N/A • Peer referrals- N/A • Trends Report- $2,000 • Opportunity to transcend from Success • Salary Surveys - $500 to Significance- N/A • Access to legislators/Influencers- • Opportunities for involvement & N/A leadership; councils, committees, • Legislative Dinners- N/A board- $1,000 • Member Directory- $50 • Benchmarking Project- $750 • Access to Society office & staff- $400 • CEO Listservs- $1,500 • Legal Representation- N/A • Annual Conference- $75 • New Medical Executives Institute- • Affinity programs/Endorsed Partners- $300 N/A • CEO Meetings- $500 • Networking- $750 • Knowledge Center/Knowledge Management- $175 • Total Cost: $400 • EDWebs- $200 • Total Value:$8,200 • Educational Seminars- N/A • ROI = 20.5x • Compliance Information; red flag rules, HIPAA & OSHA updates, etc- N/A Copyright 2012  Ed Rigsbee  www.Rigsbee.com
  • 31. Give More ROI Through: High Perceived Value, Low Cost Programs. Copyright 2012  Ed Rigsbee  www.Rigsbee.com
  • 32. Value Perception Rule #1 Tell Them What You Did for Them! Copyright 2012  Ed Rigsbee  www.Rigsbee.com
  • 33. Value Perception Rule #2 Sell to Their Buying Motives Copyright 2012  Ed Rigsbee  www.Rigsbee.com
  • 34. More ROI Line-Items through Understanding Buying Motives 1. Profits or Gain 2. Fear of Loss 3. Comforts and Pleasure 4. Avoidance of Pain 5. Loving and Affection 6. Pride and Prestige Copyright 2012  Ed Rigsbee  www.Rigsbee.com
  • 35. What Do You Have (of value) That Members & Others Want? • Hardcopy directory • Archived content • Access to an online community • Certification study group • Classifieds and job postings P ri • Email blasts Eve ce • Affinity programs ryth • • Breakfast with the Governor Corporate Member reception ing • Advertising on Web site • Industry Mentor Service • One day pass to closed conference • Legislative update summaries • What else? Copyright 2012  Ed Rigsbee  www.Rigsbee.com
  • 36. Prove Relevance by Proving ROI, Especially Generational • YPO Groups • Dinosaur Groups • Certifications/Credentials • Extreme Meetings (?) • Cause Based Events (?) • Keep Volunteer Leaders on Strategy Copyright 2012  Ed Rigsbee  www.Rigsbee.com
  • 37. Formal Senior to Junior Member Mentoring Programs 1. Is there a structured length of time for the relationship? What effect, positive or negative, has the length of time had on member engagement for, the senior member? Junior member? 2. 2. What percentage of your senior members (defined as 20+ year members) currently participate in your program? 3. What is the most important benefit/value that your senior members have reported they have received from their participation? 4. What else do you believe could be done to make your program more beneficial to your senior members? 5. If you do not have a formal "Senior to Junior Member" mentoring program, do you have any solid plans on starting one in 2012, or 2013? Copyright 2012  Ed Rigsbee  www.Rigsbee.com
  • 38. Ed Rigsbee’s Member Recruitment System Member Engagement Member Retention Member Assimilation Member Evangelist Member Recruitment Copyright 2012  Ed Rigsbee  www.Rigsbee.com
  • 39. New Member Assimilation; aka On-Boarding Use ‘em or Lose ‘em! Copyright 2012  Ed Rigsbee  www.Rigsbee.com
  • 40. How Do You Assimilate New Members? Typical Answers Include: • Put them on a • Board in the barrel for committee questions at meeting • Put them on the Board • Welcome email from Board • Coupon for an • Send member information educational seminar notebook • Staff calls each new member • Detailed new member & welcomes them orientation with incentive • What About a • Get them to a local chapter meeting New Member • New member showcase & introduction Engagement Process? Copyright 2012  Ed Rigsbee  www.Rigsbee.com
  • 41. Avoid Assimilation Atrophy • Responsibility of recruiting member to urge new member to attend the annual convention. • Responsibility of recruiting member to introduce new member into his or her circles of friends and colleagues. • Responsibility of recruiting member to introduce new member to association leadership that can get him or her onto a committee or involved with a project. • The above is difficult, if not impossible with commissioned sales staff recruiting new members. Copyright 2012  Ed Rigsbee  www.Rigsbee.com
  • 42. Ed Rigsbee’s Member Recruitment System Member Engagement Member Retention Member Assimilation Member Evangelist Member Recruitment Copyright 2012  Ed Rigsbee  www.Rigsbee.com
  • 43. Sacred Cows Eat Up Resources & ROI • Quarterly Newsletter, Aggregated News, or Magazine Experiencing Reduced Readership; Hardcopy or Electronic • Association Built Product or Service that Nobody Wants • Obsolete Sponsor Programs or Desires • Golf Tournament or Sporting Event • Agreements That Do Not Work • Legacy Committee or Program • Annual picnic or Social Event • Off-site Event or Trade show with reduced attendance • Non-Producing Member Group or Board Member • Joint Conference with Other Organizations Copyright 2012  Ed Rigsbee  www.Rigsbee.com
  • 44. Associations are Morphing from Informational Organizations to Communities of Reciprocity. Copyright 2012  Ed Rigsbee  www.Rigsbee.com
  • 45. Copyright 2012  Ed Rigsbee  www.Rigsbee.com
  • 46. In all media, claim your name…NOW! Copyright 2012  Ed Rigsbee  www.Rigsbee.com
  • 47. Ed Rigsbee’s Member Recruitment System Member Engagement Member Retention Member Assimilation Member Evangelist Member Recruitment Copyright 2012  Ed Rigsbee  www.Rigsbee.com
  • 48. Why Should Your Members Renew? Typical Answers Include: • Professional development • Sense of community • Networking • Annual conference • Can’t afford not to • Regional decision making • Exclusive Education • Unified voice for profession • Legal Benefits • Access to exclusive content • Advocacy • Exclusive Benefits • Advertising • Cost savings • Public Image • Separates themselves in market • Access to business place • Leads • Creditability in a crowded • Know what is going on in industry industry • Build professional business • Trend information environment • Legislative Updates • Competitive advantage • Communication to members • Political strength • Certification • Voice in national advocacy • Maintain certification • Food, Fellowship, and Fun • Support their industry Benefits or Features? Copyright 2012  Ed Rigsbee  www.Rigsbee.com
  • 49. Why Members Do Not Renew • Business closed/merged–12% • Change of profession-15% • Cannot determine-16% • Dues too high-17% • Not enough time to use member benefits-7% • Services no longer relevant-17% • Other-16% -Association Management, November 2001 Not Enough Perceived Value: 73% Copyright 2012  Ed Rigsbee  www.Rigsbee.com
  • 50. Marketing General 2011 Membership Marketing Benchmarking Survey Copyright 2012  Ed Rigsbee  www.Rigsbee.com
  • 51. Is Dissent Valuable? Copyright 2012  Ed Rigsbee  www.Rigsbee.com
  • 52. Contrarians Are Just Future Leaders, Waiting for Intelligent Direction & Integration. Copyright 2012  Ed Rigsbee  www.Rigsbee.com
  • 53. Valuing Contrarians • See the cornucopia of diverse members and discover how to reel in contrarians through collaboration. • Position your organization as the one organization in your industry where everyone is welcome, embraced, and valued. • Get your persnickety members to understand and appreciate the value they receive and deliver through their membership. • Recruit all your members to become evangelists for your association. • Realize that contrarians see different patterns! Copyright 2012  Ed Rigsbee  www.Rigsbee.com
  • 54. Linkedin Member ROI Group Question: How does your organization recognize long-term (20+ years) members and what does it do to reward their loyalty to your organization? Copyright 2012  Ed Rigsbee  www.Rigsbee.com
  • 55. Recognize Long-Term Members • Some of my clients make the older members "fellows". One particular association at their annual event get all the members of 50 years standing to stand up and "take wine with the president" • In addition to having "ribbons" attached to the online roster showing the length of membership, we recognize companies during the awards dinner at our annual convention both in the program and having them stand. This year we did the recognition by groups having them stand at their seats for 5, 10, and 20 years. 25+ year members came to the stage to be recognized for their commitment to the industry. Copyright 2012  Ed Rigsbee  www.Rigsbee.com
  • 56. Recognize Long-Term Members • My association celebrated its 25th anniversary in 2011. We sent a special invitation to the charter members to attend a special reception held during our annual convention. They were also recognized during the membership luncheon and were presented with a plaque. Copyright 2012  Ed Rigsbee  www.Rigsbee.com
  • 57. Recognize Long-Term Members • We include a list of our members, in 5-yr increments, annually in our magazine. • We discontinued the pins when we changed our logo in 2009 • We do encourage our chapters to honor their longtime members. Copyright 2012  Ed Rigsbee  www.Rigsbee.com
  • 58. Ed Rigsbee’s Member Recruitment System Member Engagement Member Retention Member Assimilation Member Evangelist Member Recruitment Copyright 2012  Ed Rigsbee  www.Rigsbee.com
  • 59. Membership Evangelism; What’s It Take? 1. Help members to understand how a larger organization--reaching critical mass--will serve them better, personally and professionally. 2. Recognize publically and privately, the efforts and results of your member recruitment evangelists; especially their efforts to help new members to assimilate into your organization. 3. If the board of directors and paid staff are continually exploring additional methods to deliver real-dollar value to members, as opposed to exploring more ways to get into the pockets of members, regularly and clearly communicate new “member only” value propositions. 4. Teach your evangelists the difference between “member only” and “industry stakeholder” value. 1. Member Only Value: benefits and services one receives that is only available to paid members. If an association gives it out free, it is not a member only value but rather an industry stakeholder value. 2. Industry Stakeholder Value: much of the legislative, lobbying, and advocacy activities where everyone in the industry benefits, regardless of holding membership in your organization or not. 5. Develop an effective recruitment tool that proves “member only” ROI and that membership in your organization is a good business decision. Copyright 2012  Ed Rigsbee  www.Rigsbee.com
  • 60. Evangelist’s Tool: The ROI Brochure • Brochure fits in #10 envelope, breast coat pocket, or other convenient location • No extra postage, generally, when mailed with annual renewal or other association to member communication Copyright 2012  Ed Rigsbee  www.Rigsbee.com
  • 61. Recruitment Evangelist ROI Brochure Elements • Brochure best as: – 11” x 8.5” tri-fold – 4 color double sided • Brochure covers: – Front cover should always state, “Membership is a Good Business Decision.” – Back cover offers factual and/or historical information about your organization and complete contact information. • Upon opening, visible on the right side, should be the results from your Member ROI Valuation Process, proving that membership in your organization is a good business decision. The line-items are “member only” benefits. • Left should include, the “What’s in it for” the various industry stakeholder segments or organization’s membership categories. • Last open: – Far left, What’s in it for the individual – Center page, What’s in it for your business – Right section, What’s in it for your industry. This is the place for your org to toot it’s legislative and advocacy prowess horn. This is because, from a non-member perspective, they are already getting this value even though they do not hold membership in your organization. Copyright 2012  Ed Rigsbee  www.Rigsbee.com
  • 62. Outside left: Outside center: Outside right: Results from Rigsbee’s A bit of history on your This is your brochure Member Value organization and all cover. In addition to your ProcessTM including all contact information on organizations logo on the line items valued and the bottom. top, title the brochure: totals. “Membership, It’s A Good Business Decision!” Inside left: Inside center: Inside right: What’s in it for the What’s in it for the What’s in it for the prospect personally? prospect’s business? prospect’s industry? This Include a paragraph for Skip the features and list is last because it offers all member categories— benefits (how your the least real-dollar ROI member, allied, supplier, organization will make to the member. etc. the member’s company Remember, they get better.) legislative benefit even if they are not a member. Copyright 2012  Ed Rigsbee  www.Rigsbee.com
  • 63. Just because your implementation was faulty, it doesn’t mean the idea was bad. Copyright 2012  Ed Rigsbee  www.Rigsbee.com
  • 64. Additional Resources from Ed Rigsbee • Association Resources: http://www.rigsbee.com/association.htm • Association Articles: http://www.rigsbee.com/associationarticles.htm • How to Conduct Ed Rigsbee’s Member ROI Valuation Process article: http://www.rigsbee.com/association-member-retention-1.htm • All Ed's articles & permission to reprint: http://www.rigsbee.com/morearticles.htm • Linkedin Member ROI Group; only for association/society staff and executives, no volunteer leaders and no vendors are invited. http://www.linkedin.com/groupRegistration?gid=2672904 • For questions about the above resources or to engage Ed Rigsbee to help you implement any of the phases of his Member Recruitment System, call 805-498-5720 or email to ed@rigsbee.com • Ed Rigsbee’s association client list & client comments: http://www.rigsbee.com/clientlist.htm • Ed Rigsbee’s client testimonials at Linkedin: http://www.linkedin.com/in/edrigsbee Copyright 2012  Ed Rigsbee  www.Rigsbee.com