MEMBERSHIP
DEVELOPMENT
Questions and suggestions to: [email protected] This document has been developed as a resource
for IEEE Volunteers and Sta, and is not intended for general circulation with promotional materials.
2021
IEEE
MANUAL
.............
Region & Section Membership Development.
ieee.org/md
1
Table of Contents
Introduction
Volunteering for IEEE .
.......................................... 2
........................ 2
........................ 3
........................ 3
........................ 4
........................ 5
IEEE Membership Development .........
Strategy and Planning ..................
..
Society Membership Development ..........
Membership Development Organization Chart ..
The Role of the Membership Development Chair
........................ 6
................ 7
................ 7
IEEE Membership Development Details ...........
Membership Development Cycle...................
IEEE Membership Development Activities Month by Month .
................ 8
Resources and Tools ......................................... 12
Getting Started Checklist ....................................... 12
Resources .................................................. 13
Membership Development Planning ................................ 14
Developing your Membership Team ................................ 19
........................ 20
........................ 20
........................ 21
........................ 21
....................... 21
........................ 22
IEEE Membership Development Activities.
First Year New Member Experience ........
Senior Member Elevation Events ..........
IEEE Fellow Program ..................
Additional IEEE Memberships
IEEE Member Benefits . . . . . ............
Extra Help ................................................. 24
Responding to Membership Objections .............................. 24
IEEE Contact & Support Center ................................... 25
ieee.org/md
2
Volunteering for IEEE
Whether you are a Region MD Officer, a Section MD Officer or a Society MD Officer, this
Manual can be adapted to your needs, providing an essential overview to make your job
easier. Rest assured you are not alone in this endeavor. IEEE has developed a dynamic
support network to enable your success, combining a Volunteer and Sta partnership
unparalleled in any professional association.
Your dedication and commitment will help ensure a vibrant professional association that
evolves to meet the present and future needs of technology professionals worldwide. As
you may be aware, IEEE does not have a professional sales force to promote membership.
Rather, our sales force consists of our more than 400,000 members worldwide. Think of
the possibilities of that! And it is volunteer leaders such as you that can help to direct and
harness this tremendous asset.
Recruiting individuals to become IEEE members begins with communicating your own
personal experience with IEEE. Just as important, recruiting new IEEE members requires
active listening and understanding the needs of other individuals — the value of IEEE
membership may translate dierently for you than to another. When you ask an individual to
join IEEE, or retain their membership, do so with the understanding that this individual may
or may not already have a perception of IEEE and its bene
ts. Moreover, we are encouraging
individuals to belong to a professional association in an era when information access and
networking is increasingly mobile.
Most likely, you have chosen a profession that has little to do with membership recruitment
or retention, and participating in a “sales” function may not come easy. However, to some
extent, we’re all salespeople — whether it’s recommending a mechanic, a brand of wireless
routers, or a colleague for employment. According to one definition, “selling” is to persuade
(another) to recognize the worth or desirability of something. When you look around and
notice how your organization, workplace or relationships have improved because you
communicated your great ideas and made contributions, was “selling” really such a bad
thing? To be successful with membership development, we will need to be diligent in both
raising awareness and asking individuals to join IEEE.
IEEE Membership Development
Membership Development is a function of recruiting new members as well as retaining
existing members. This is accomplished by ensuring your members are receiving the “value”
they expect from being an IEEE member. “Value” can have many dierent meanings, as
our membership encompasses a vast array of technical disciplines, nationalities, and most
importantly, unique personalities.
To best deliver the “value” members expect, each Section has to understand what their
members are interested in and then attempt to deliver on those interests whether it be
simply directing the member to the Benets Finder or working with members on projects like
STEM, community involvement etc. As you can imagine, “Membership Development” is so
much more than recruiting members. It is an investment to cultivate the individual member
by providing a world class experience that makes engineers WANT to be involved with IEEE.
ieee.org/md
3
Strategy and Planning
IEEE’s strategic and long-range plan is grounded in core values, describes a desired vision,
and what will be essential to achieving this vision. IEEE’s commitments are articulated in
goals that declare the outcomes the organization intends to achieve. Underlying this plan is
the adoption of an ongoing process of planning and thinking strategically, designed to ensure
relevance of direction and action over time. The IEEE Strategy and Plan are developed by
IEEE volunteers on various committees.
Learn more >> ieee.org/about/ieee-strategic-plan.html
Following IEEE’s strategic plan, developing a membership strategy and plan for a Region,
Section or Society benets the organizational unit and its volunteers, ocers and general
members. Once Regions, Sections or Societies ha
ve begun developing their membership
strategy, they should encourage their units to develop goals and action plans tied to their
Region and/or Society and the IEEE goals. Utilize the MD Calendar to review the scheduled
activities to plan and allocate volunteer time to participate. Volunteer time, participation and
the organization’s budget should be included in the strategy development.
Region & Section Membership Development
Members of IEEE automatically become members of their local IEEE area, known as a
Section, allowing them to share technical, professional and personal interests with others in
IEEE’s worldwide member community. IEEE is divided into ten global geographic regions
into which each Section falls:
• IEEE Region 1 – Northeast United States
• IEEE Region 2 – Eastern United States
• IEEE Region 3 – Southeastern United States
• IEEE Region 4 – Central United States
• IEEE Region 5 – Southwestern United States
• IEEE Region 6 – Western United States
• IEEE Region 7 – Canada
• IEEE Region 8 – Europe, Middle East, Africa
• IEEE Region 9 – Latin America
• IEEE Region 10 – Asia & Pacic
Each IEEE Region has a Membership Development Chair. Responsibilities of the Region
Chairs include coordinating activities between IEEE Operations Center and the Sections, as
well as facilitating Region-wide membership development initiatives involving many Sections.
It is imperative that every IEEE Section has a membership development ocer with whom
the Region Chair can make contact and support.
Within these regions are 339 local Sections, 2,231 technical Chapters, 2,669 student
branches at colleges and universities in 80 countries, 922 student branch chapters at
colleges and universities and 440 affinity groups that unite local members with similar
interests.
The names and contact information for all MD officers should be reported annually to IEEE
as part of the Officer Confirmation Report:
View report >> officers.vtools.ieee.org
ieee.org/md
4
Society Membership Development
Society membership development is coordinated by each Society, and implemented through
many channels, including direct mail, conferences, and chapter activities.
A Chapter is the technical subunit of one or more IEEE Sections, and has both the Section
and an IEEE Society as a parent. Chapters are your local link to the valuable resources
available from IEEE and its 39 technical societies. Chapter activities may include guest
speakers, workshops, and seminars as well as social functions. They provide society
members with valuable opportunities to network at a local level – enabling both personal
and professional growth.
Directory of IEEE Societies >> ieee.org/societies
ieee.org/md
5
Membership Development Organization Chart
The Member Recruitment and Recovery (MRR) Committee is a standing committee of the
IEEE Member and Geographic Activities Board. The MRR Committee is charged with creating,
promoting, and monitoring appropriate and eective membership development programs to
increase IEEE membership. Specically, the Committee is responsible for:
• Building and expanding a worldwide team of IEEE volunteers to advance
MR&R objectives.
• Providing training and guidance to participating volunteers.
• Developing and promoting best-practices, and ensuring awareness of,
and access to, forums and tools.
• Mentoring volunteers on how to develop and optimize their MR&R activities
in alignment with the IEEE membership calendar.
• Setting goals for yearly IEEE membership increases in recruitment and recovery.
• Providing recommendations for new or improved benefits.
• Provide support to all committees that are involved with recruitment and recovery.
• Incorporate the MGA Vision Mission and Values and Principles in the performance
of the MR&R functions and activities.
• Collaborating with the MGA MELC Committee and IEEE Staff to develop
and execute membership marketing and sales plans, forums and tools,
and benefit education campaigns.
The MRR Committee shall implement these responsibilities by emphasizing the value and
benets of IEEE and Society membership, involving all IEEE organizational units and sta
in coordinated membership development activities, encouraging, motivating and recognizing
volunteerism and ensuring that the needs and concerns of membership development are
identied and understood.
Society
MD Officers
Chapter
MD Officers
IEEE Member & Geographic Activities Board
Regional Directors Society Presidents
Section
Chairs
Region
MD
Officers
Section
MD
Officers
Membership
Recruitment &
Recovery Ad-Hoc
Committee
Panel of
Conference
Organizers
IEEE Technical Activities Board
ieee.org/md
6
The Role of the Membership Development Chair
It is in your Section’s best interest to ensure someone has been appointed to the
Membership Development Chair (MD Chair) Role. The role itself is to shepherd the activities
pertaining to membership recruitment and retention in order to deliver an excellent member
experience. This person will work closely with their Section Chair, Sub-Committees within
their Section and IEEE Membership Development sta to design and execute a membership
plan for a given year.
The keys to this role include:
• Finding a “champion” who is interested in networking/relationship building with
people both within IEEE and externally
• Having a passion for:
o Serving the members by understanding what they want/need
o Partnering with the various committees within their Section to deliver a
better member experience
o Getting people involved in both short-term and long-term engagement
within the Section
• Understanding that there are a number of development/engagement opportunities
already available in their Section that should be utilized including:
o Events/Conferences
o Sub-Committee activities/meetings
HELPFUL TIP: If you are having diculties identifying a volunteer, try reaching out to
members whose employment requires them to be socially interactive with other engineers
(i.e. consultants, managers, etc.). If this does not work, contact Membership
Development staff for additional help.
For Membership Development Training, please refer to:
Membership Development Portal >> ieee.org/md
IEEE Center for Leadership Excellence >> ieee-elearning.org/
ieee.org/md
7
IEEE Membership Development Cycle
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Calendar year-end
membership
statistics
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Service Deactivation
Past-due members
placed into arrears.
Membership
Mid-Year
Arrears-recovery
begins. Half-year
dues cycle begins.
Membership
Year Concludes
Retention rates determined.
Fiscal performance
determined. Half-year
dues cycle
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Full-year dues
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ieee.org/md
8
Membership Development Activities Month by Month
The calendar below outlines the significant programs and processes that IEEE staff
facilitate during the year. With knowledge of the IEEE membership development calendar,
you can begin planning and synchronizing membership development activities regionally
and locally.
MONTH RECRUITMENT RETENTION RECOVERY
August
Start of New
Membership Year
• 15 August – end
of half-year dues
period for the
current year.
• 16 August –
beginning
of full year dues
and the next
membership year
–16 months for
the price of 12.
• Recruitment Kick-O – Volunteers
who are responsible for membership
need to order materials for the new
membership year via the MD portal:
ieee.org/mdsupplies
• Conferences & Section Meetings:
Opportunities to disseminate
membership brochures at conferences,
Section meetings and local events.
• Need materials for your
conference? Request resources via
the Conference Support and Promotion
Request form at: ieee.org/cmr
• IEEE Day events are great for
recruitment and retention. Start
planning a technical, professional or
celebratory event with the Section and
society to engage members and non-
members. IEEE Day is the first
Tuesday in October. Events can be
planned anytime during that week.
• Senior Member Upgrade – Grade elevation
increases likelihood of member renewal.
Begin planning an event for nominating
individuals to Senior Member grade.
• Second elevation of students with a
reported graduation date between July
and December. Process takes place at
end of August. Students elevated for renewal,
grade changed at end of the month in which
the indicated graduation date occurs.
Opportunity to reach out and congratulate
those graduating students within your
Section.
• New Member Outreach - Volunteers should
connect with new members in their area. A
list can be pulled in OU Analytics (ieee.org/
ouanalytics).
• Life Member Elevation: Data is pulled
in August for eligibility. Actual elevation
effective January of new calendar year.
September
• MD Oicer – Discard outdated
membership materials. Order new
membership materials for use at events
and conferences via the MD portal:
ieee.org/mdsupplies
• New members who join IEEE in
September get 16 months of
membership for the price of 12.
Incorporate message into outreach.
• Student Competition – Registration
opens for IEEEXtreme, 24 hour
online programming challenge
for IEEE Student members.
• Members are notified about Member-
Get-a-Member (MGM) awards via email.
• New Membership Year Begins – Online
renewal opens for next membership year.
• Fellow Evaluation: The Fellow
Committee ends their review of Fellow
nominations on 1 September
• Student Competition – Registration
opens for IEEEXtreme, 24 hour online
programming challenge for IEEE Student
members.
• Contest idea: Senior Member Elevation
Grade elevation increases likelihood
of member renewal. Host a contest
for nominating individuals to Senior
Member grade.
• New member outreach - Volunteers
should connect with new members in their
area. A list can be pulled in OU Analytics
(ieee.org/ouanalytics).
• Conferences & Section Meetings:
Identify opportunities to disseminate
membership brochures at conferences,
Section meetings and local events.
• Organize Membership Recruitment
at Universities and Companies.
• Individuals who join IEEE in November
get 14 months of membership for the
price of 12. Incorporate message into
your outreach.
ieee.org/md
9
MONTH RECRUITMENT RETENTION RECOVERY
October
Quarterly
Conference
Call. Region
& Section
MD Ocers
meet/greet,
set annual
goals, plan
local arrears
recovery eort.
• Conferences & Section Meetings:
Identify Opportunities to disseminate
membership brochures at conferences,
Section meetings and local events.
• Organize Membership Recruitment
at Universities and Companies
• Individuals who join IEEE in October
get 15 months of membership
for the price of 12. Incorporate
message into outreach.
• Host your IEEE Day event the
first week of October.
• Membership Renewal – 1st Notice – IEEE
mails first paper notice to higher grade and life
members as well as sends email renewal
reminders to students and e-members. All
include incentive to renew before 1 November.
• Local MD Oicers – Develop a
communication plan directed toward members
who have not renewed their membership.
Messaging should include contact info and a
list of upcoming events with a link to renew.
• New member outreach - Volunteers should
connect with new members in their area. A list
can be pulled in OU Analytics (ieee.org/
ouanalytics).
November
• Membership Renewal – IEEE sends a
second paper renewal reminder to non-
renewed HG members, and email renewal
reminders to students and e-members.
• Local MD Officers – Check the list of
non-renewed members in OU Analytics.
Contact these members asking them to renew,
paying special attention to first year members.
• Fellow Announcement: IEEE Board
of Directors approved new Fellows.
• New member outreach - Volunteers should
connect with new members in their area. A list
can be pulled in OU Analytics.
Extended Arrears
Recovery – IEEE
coordinates recovery
of memberships,
18 months lapsed.
Asked to reinstate
for the following
year.
December
• Conferences & Section Meetings
Identify opportunities to disseminate
membership brochures at conferences,
Section meetings and local events.
• Organize Membership Recruitment
at Universities and Companies.
• Local MD Officers – Check the list of
non-renewed members in OU Analytics.
Contact these members asking them to
renew, paying special attention to first year
members.
• New member outreach - Volunteers should
connect with new members in their area. A
list can be pulled in OU Analytics.
•
Local Renewal
Outreach –
Augment staff efforts
in a preemptive
attempt to reduce
members
in arrears.
January
• Conferences & Section Meetings
Identify opportunities to disseminate
membership brochures at conferences,
Section meetings and local events.
• Need materials for your
conference? Request resources via
the Conference Support and Promotion
Request form at: ieee.org/cmr
• Organize Membership Recruitment
at Universities and Companies.
• Membership Renewal – 3
rd
Notice
– IEEE mails a print notification to non-
renewed HG members informing them
their IEEE membership is overdue, and email
renewal reminders to students and e-
members.
• Region MD Oicer – Plan local Pre-Arrears
retention efforts. Consider an outreach prior
to mid-February, when non-renewed
members go into arrears. Work with
your Sections.
• Local MD Officers – Check the list of Non-
renewed members in OU Analytics. Contact
these members asking them to renew, paying
special attention to first year members.
• New member outreach - Volunteers should
connect with new members in their area. A
list can be pulled in OU Analytics.
Senior Member
Meeting dates
posted to the web
ieee.org/md
10
MONTH RECRUITMENT RETENTION RECOVERY
February
• Conferences & Section Meetings
Idenitify opportunities to disseminate
membership brochures at conferences,
Section meetings and local events.
• Need materials for your
conference? Request resources via
the Conference Support and Promotion
Request form at: ieee.org/cmr
• Organize Membership Recruitment
at Universities and Companies.
• Deactivation Warning – Beginning
of February – IEEE emails non-renewed
members a reminder to renew their
membership prior to month’s end
to avoid service deactivation.
• Local MD Officers – Check the list of
Non-renewed members in OU Analytics.
Contact these members asking them to
renew, paying special attention to first
year members.
• Membership is Deactivated – End of
February – Annual refresh of the IEEE
membership database to move members
who have not renewed into an arrears
status.
• New member outreach - Volunteers
should connect with new members in their
area. A list can be pulled in OU Analytics.
Section MD Officer:
Develop communication
plans for local outreach to
past-due members who
will have their access to
IEEE member benefits
turned off in late
February. Members will
be placed in an "Arrears"
status.
March
• Make recovery-related
activities your first priority.
• ½-Year Dues Cycle – IEEE begins
accepting ½-price dues for present year
of service. Individuals who join IEEE this
month receive 10 months of
membership for the price of 6.
Incorporate message into outreach.
• Conferences & Section Meetings –
Identify opportunities to disseminate
membership brochures at conferences,
Section meetings and local events.
• Need materials for your
conference? Request resources via the
Conference Support and Promotion
Request form at: ieee.org/cmr
• Fellow Deadline: All forms
(nomination, reference & endorsement)
must be received by 1 March.
• New member outreach - Volunteers
should connect with new members in
their area. A list can be pulled in OU
Analytics.
Arrears Recovery
Recovery outreaches
begin for those members
whose membership has
lapsed.
E-mail messages to
recover arrears members
in all regions.
Region and Section
recovery efforts should
also commence.
Section MD Officer: Use
eNotice in vTools to run
email campaigns to past-
due members (arrears).
April
Quarterly
Conference
Call. Region
& Section
MD Ocers
meet/greet,
set annual
goals, plan
local arrears
recovery eort.
• Make recovery-related
activities your irst priority.
• ½-Year Dues Cycle – IEEE ½-price
dues for present year of service.
Individuals who join IEEE this month
receive 9 months of membership for
the price of 6. Incorporate message
into outreach.
• Organize Membership Recruitment
at Universities and Companies.
• Conferences & Section Meetings
Identify opportunities to disseminate
membership brochures at conferences,
Section meetings and local events.
• Fellow Evaluation: Societies/technical
councils begin their review of Fellow
nominations on 15 April.
• Senior Member Meeting dates
posted to web, plan your Senior
Member activities prior to the meetings
to meet nomination guidelines and
deadlines.
• New member outreach - Volunteers
should connect with new members in
their area. A list can be pulled in OU
Analytics.
Arrears Recovery – 4
th
Notice – IEEE mails print
notification to non-
renewed members
informing them their IEEE
membership is in arrears.
Section MD Officer: Use
eNotice in vTools to run
email campaigns to past-
due members (arrears).
ieee.org/md
11
MONTH RECRUITMENT RETENTION RECOVERY
May
• ½-Year Dues Cycle – IEEE
membership is ½-price for present
year of service. Individuals who join
IEEE this month receive 8 months
of membership for the price of 6.
Incorporate message into outreach.
• Conferences & Section Meetings
Identify opportunities to disseminate
membership brochures at conferences,
Section meetings and local events.
• Utilize IEEE-branded blank note
cards to send a handwritten
message to new members.
• Section MD Oicer – Use eNotice in
vTools to run email campaigns to past-
due members (arrears).
• New member outreach - Volunteers
should connect with new members in
their area. A list can be pulled in OU
Analytics.
Arrears Recovery –
IEEE e-mail outreach
continues.
Begin shifting focus
to recruitment
programs and
activities.
June
• ½-Year Dues Cycle – IEEE still
accepting ½-price dues for present
year of service. Individuals who join
IEEE this month receive 7 months
of membership for the price of 6.
Incorporate message into outreach.
• Conferences & Section Meetings
Identify opportunities to disseminate
membership brochures at conferences,
Section meetings and local events.
• IEEE Day events are applicable to
recruitment and retention. Start
planning a technical, professional or
celebratory event with the section and
society to engage members and non-
members For Fall.
• First elevation of students with
indicated graduation date between
January and June. Process takes place at
end of June. Opportunity to congratulate
those graduating students within your
Section.
• Fellow Evaluation: Societies/technical
councils end their review of Fellow
nominations on 15 June.
• New member outreach - Volunteers
should connect with new members in
their area. A list can be pulled in OU
Analytics.
Arrears Recovery –
IEEE outreach
concludes at end of
month.
Section MD
Officer: Use eNotice
in vTools to run
email campaigns to
past-due members
(arrears).
Begin shifting focus
to recruitment
programs and
activities.
July
Quarterly
Conference
Call. Region
& Section
MD Officers
meet/greet,
set annual
goals, plan
local arrears
recovery effort.
• ½-Year Dues Cycle – IEEE
still accepting ½-price dues
for present year of service.
• Conferences & Section Meetings:
Identify opportunities to disseminate
membership brochures at conferences,
Section meetings and local events.
• Organize Membership Recruitment
at Universities and Companies.
• Fellow Evaluation: The Fellow
Committee begins their review of Fellow
nominations on 1 July.
• New member outreach - Volunteers
should connect with new members in
their area. A list can be pulled in OU
Analytics.
• IEEE Day events - Start planning a
technical, professional or celebratory
event with the Section and Society to
engage members and non-members.
IEEE Day is the first Tuesday in October.
Events can be planned anytime during
that week.
ieee.org/md
12
Getting Started Checklist
To jump-start your familiarity with IEEE membership development, here is a quick checklist
that will help introduce you to IEEE’s membership development program and to your team.
TASK COMPLETED
Get to know your resources within IEEE:
MD Resources ieee.org/md
IEEE Volunteer Tools (vTools) vtools.ieee.org
- OU Analytics ieee.org/ouanalytics
- eNotice enotice.vtools.ieee.org
- Events events.vtools.ieee.org
IEEE Contact and Support ieee.org/contactcenter
Section/Chapter Support mga.ieee.org/resources-operations/geographic-unit
Senior Member Program ieee.org/about/volunteers/membership-development/senior-member.html
IEEE Member-Get-A-Member Program ieee.org/mgm
Membership Development at Conferences ieee.org/cmr
IEEE Contacts and Volunteer Rosters https://mga.ieee.org/contact-volunteers-staff
Read this manual and the Membership Development workbook, outline your key activities and objectives.
For membership training visit either:
MD Portal: ieee.org/md
IEEE Center for Leadership Excellence: ieee.org/CLE
Ensure that you are registered to receive the monthly Membership Development report and announcement
for the monthly MD Webcast. Send an email to [email protected], leave the subject line blank
and type “subscribe MD-ALERT-ALL” in the body of the message (without the quotes).
Join the Membership Development Volunteers Community in IEEE Collabratec:
https://ieee-collabratec.ieee.org/app/community/125/Membership-Development-Volunteers/activities
Know the global member benets of IEEE by geographic location (country) and member career phase.
ieee.org/benets
Identify members as potential Volunteer ocers for membership development within your IEEE
Region, Section and/or Society. Get their contact information, and introduce yourself.
Visit and review the resources located on the IEEE Membership Development web
site ieee.org/md. Review the MD Webcast Archive Guides from the previous
year and select the webcast or presentation you wish to review.
Acquire the most recent membership statistics for your Region and Section:
- OU Analytics ieee.org/ouanalytics
- Memberships and Subscriptions Dashboard
OU Analytics and access to volunteer rosters are on secured sites. Your IEEE sign on is needed to access.
Need further support?
Contact your Region's Executive Committee. For contact info visit rosters.ieee.org
Join the Volunteer Support Groups in CollabratecTM: ieee-collabratec.ieee.org
- IEEE Volunteer Exchange
- Membership Development Volunteers
ieee.org/md
13
Resources
Enabling IEEE’s Volunteers is essential to effective membership development. Please take a
few minutes to acquaint yourself with IEEE’s membership development resources and tools.
Membership Development Portal
As a Membership Development Ocer, you should familiarize yourself with the membership
development portal. This one-stop resource allows you to access all the tools and resources
you will need in your MD eorts. Should you need to contact Volunteers and Sta involved
with membership development, the site also provides a list of Committee and Staff contacts.
To access the the MD portal visit: ieee.org/md.
IEEE Volunteer Tools (vTools)
IEEE volunteer tools (vtools) is a suite of tools developed by volunteers for IEEE members
and IEEE volunteers. The "toolbox" simplifies organizational efforts and administration by
offering web-based software in order to reduce time spent on managing local activities and
to assist in member development. The main site is: vtools.ieee.org
There are a number of tools in the toolbox. For now, we'll focus on the top 3 for
membership development.
OU Analytics
OU Analytics is a visual business intelligence tool for volunteer access to member data. It is
broken down into 6 major dashboards, each with their own sub-dashboards. These
dashboards provide real time data related to IEEE membership metrics, society/affinity
group/student branch statistics and more, along with accompanying member data. The
available information provides an excellent overview of our members.
For the most up-to-date details and training for OU Analytics visit: ieee.org/ouanalytics
eNotice
eNotice is an electronic newsletter subscription service that has been developed for IEEE
organizational units to facilitate email distribution of newsletters, meeting notices and IEEE
conference materials. Messages can be sent the same day to a number of member
categories/segments. More importantly, all member communications preferences are
automatically observed. This si the easiest, most compliant method of communicating with
your members. For more details visit: enotice.vtools.ieee.org
Events
vTools Events is an end-to-end meeting/event planning management tool. The user can set
up, promote and report on their activities all via this one tool. There is no need to upload
member invite lists, as Events connects to eNotice. Users can also accept registrations with
the tool and send follow up messages to both member and non-member registrants, making
this an excellent option for post-event communications as well. Once the event loaded to
the system, the details are shared across three IEEE platforms providing an added layer of
promotion. Upon completing the event, it is a simple few clicks to submit the required
reporting to IEEE. For more details visit: events.vtools.ieee.org
Need help?
Tutorials are available for all IEEE vtools at: sites.ieee.org/vtools/training/
Volunteers may also submit questions to the following email address: mga-
email@ieee.org
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14
Membership Development Planning
1. Make sure that there is a Membership Development (MD) Oicer
appointed for your entity.
This is a crucial first step. This person does not have to be experienced in Membership
Development per se, but they should be willing to learn and have time available to develop
and implement membership goals and plans. It is very important that the names and
contact information of MD Officers are reported to IEEE at: officers.vtools.ieee.org
2. Develop a Membership Growth Plan.
An effective membership plan is driven by data, and integrates multiple membership
development tactics. At a minimum, each Section should map out their calendar of events
and conduct monthly outreaches with messages tailored to your members’ interests. Utilize
the workbook template IEEE provides, which focuses specifically on the best practices of
membership planning. Many of the data sources and tactics listed below can be integrated
into your plan, so be sure to familiarize yourself with them.
Access the workbook >> ieee.org/md
Monthly Membership Development Report
The MD Monthly report captures overall IEEE Global and Region statistics, including overall
membership, renewal/retention data and recruitment activity. This can be used to gauge your
efforts against the Region and the global statistics. The report also includes useful tip and
resources, information on what's new, and an overview of Society membership trends.
Programs to Promote:
Member-Get-a-Member Program (MGM)
The Member-Get-a-Member Program encourages members to recruit their colleagues or
fellow students to become IEEE members. As a reward for their efforts, they receive credit
that can be used toward the following year’s IEEE dues, IEEE Society fees or the purchase of
IEEE books and publications. Alternatively, members can donate the value of their credit to
the IEEE Foundation. MGM awards will be distributed the last week in September based on
recruiting activity from 16 August to 15 August.
Learn more >> ieee.org/mgm
Hold Joint Section, Ainity Group or Chapter Meetings with Local Student
Branches
Virt
ual events with guest speakers are very well received, especially when in-person
meetings and/or the local student branch experience are compromised. Give the students a
chance to meet professional IEEE members, ask questions about engineering careers and
start building their networks before graduation.
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15
Senior Member Upgrade
IEEE membership statistics reveal that individuals who hold Senior Member grade are more likely
to renew their IEEE membership. Membership Development ocers should make Senior Member
elevation a high priority. Sections and Societies also benet from the program. Sections and
Societies who nominate at least ve successful new Senior Members will be awarded US $10 for
each Senior Member they nominate who is approved and elevated to Senior Member in a calendar
year. No rebate will be awarded if it is for less than US $50. The rebate is paid out in the following
calendar year.
New Senior Members receive an engraved, wood and bronze plaque to proudly display, along with:
• Voucher (up to US$25 value) which can be used when joining one new Society
• 6 personalized certicates (US$25 value) which may be given out to colleagues or mentees in
the profession inviting them to join IEEE and receive $25 o their membership
• Letter of commendation to his/her employer on the achievement of Senior Member grade (upon
the request of the newly elected Senior Member)
• Announcement of elevation in Section/Society and/or local newsletters,
newspapers and notices
• Eligibility to hold executive IEEE volunteer positions
IEEE
STEP (Student Transition & Elevation Partnership)
This program provides a standardized yet localized program for facilitating the transition from
student member to young professional, by introducing the opportunities and benefits of IEEE
membership during the onset of a career. By identifying recent IEEE Student members who have
graduated with an undergraduate or graduate degree, you can help retain members by capturing
any change of address, email or other contact information. Funding is available – collaborate with
IEEE Young Professionals Affinity Group and Section leadership to organize a STEP event.
Learn more >> yp.ieee.org/step/
Gift of Membership
IEEE members and non-members have the opportunity to give the gift of IEEE membership. IEEE
offers professional and student membership gift options.
Learn more >> ieee.org/gift
Membership Development at Conferences
Conferences, seminars, and technical meetings that are sponsored or co-sponsored by IEEE offer
great opportunities to recruit new IEEE and Society members. This activity should be performed
jointly by the local Section and Regional MD Officers, the Region Conference Coordination
Committee, the Chair (or an appointed member) of the Conference Organization Committee and the
IEEE Staff.
To find Conferences in your area visit: ieee.org/conferences
Every IEEE sponsored Conference has a provision in their contract requiring an IEEE Membership
presence on-site. Your Section Executive Committee therefore should plan on having a membership
development table staffed by local volunteers. The MD officer for the sponsoring Society should
contact their conference chairs well in advance to assure that a skirted table and display space is
made available for a membership table.
If possible, try and request exhibit space in the registration area, which is usually a high traffic area
well suited for the MD table location. Also, locate and reserve the Society’s Banner to display at the
table. Make sure there is enough room for a few chairs. If you have a laptop at the exhibit table,
confirm that the room or your space has an Internet connection.
Membership Development at Conferences (continued)
Listed below are tips to help your MD Booth be a success at both conferences and your local events:
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16
• An MD table or booth should be located near the Conference Registration Desk as an IEEE
Information Center.
• The MD booth should be equipped with promotional material including membership
recruitment brochures, various IEEE printed materials, magazines and giveaways which can be
ordered via the MD materials order form.
• Order in advance - the local Section or Region MD Officer should arrange to have the MD
promotional material be requested and received on time.
• In cooperation with the Registration Desk there should be a possibility to join
IEEE online. Conference participants joining IEEE at the Conference should pay the reduced fee for
registration.
• The booth should be staffed by IEEE volunteers familiar with IEEE advantages and activities. The
local Section and its MD Officer together with the Conference organizers should look for volunteers.
Student members are often interested to staff this type of activity.
• As part of the IEEE membership team and representing your local Section or Society, have
business cards or Member-Get-a-Member (MGM) cards to offer while discussing IEEE membership.
Use the card as you introduce yourself and talk about how you benefit from IEEE membership
either by volunteering today or the services and benefits you utilize the most from IEEE.
• There is a looping PowerPoint presentation you can use available on the MD portal.
• Consider streaming videos on a monitor. The IEEE Member Experience Channel on IEEE.TV
and the IEEE Brand Experience website have a number of options to choose from.
• If you have a laptop at your exhibit table, use it to:
- Let attendees join/renew
- Capture contact information for people interested in learning more about IEEE or volunteering
- Show attendees what IEEE has to offer via the IEEE website
Conference Member Recruitment (CMR) Program
The CMR program is also available to help recruit new IEEE members at conferences. As an
incentive to join IEEE, each new full-dues paying higher grade IEEE membership applicant is given
a free membership to one of IEEE’s 39 technical societies. This is in addition to the normal discount
that IEEE members receive on the conference registration fee.
To request MD materials or a CMR code for conferences >> ieee.org/cmr
IEEE Video Resources
IEEE videos bring the mission and vision of IEEE to life. By showcasing the core purpose of IEEE,
to foster technological innovation and excellence for the benefit of humanity, these videos
illustrate how and why IEEE is essential to the global technical community and to technical
professionals everywhere. There are two resources available to access video content:
IEEE Brand videos >> brand-experience.ieee.org/brand-videos/
IEEE Experience Channel >> ieeetv.ieee.org/channels/ieee-experience
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17
3. Know your membership goals.
Each year, the Membership Recruitment and Recovery Committee (MRRC), in conjunction with
Membership Development (MD) sta, establishes goals related to growing IEEE membership.
MD goals are established for each individual Section, for both recruitment and retention. The
Section goals are then rolled up to the Region level, producing a Region goal for recruitment,
retention, and overall membership.
Section goals are developed using the last three years’ trends for recruitment and retention. Each
Section has a unique goal based on dierent dynamics, so the methodology for creating the goal
is dierent based on whether the Section has had growth or decline three years in row, as well as
the overall size and location of the Section.
The data showing progress to goals can be found in OU Analytics. The MD Monthly Report will
show the progress rolled up by Region and list Section's that achieve their goals.
Learn more at: https://mga.ieee.org/membership-development/membership-development-goals-
and-recognition.
4. The MD oicer cannot do all the MD work that will be needed.
Invite life members, students, YP Affinity Group members and others with some available time to
help share the work. The tasks, no matter how trivial, can yield profound results. Something as
simple as designating an individual to bring membership brochures to every Section or Chapter
event, will ensure a membership recruitment presence for non-members in attendance.
Designating an individual as a “greeter” at an event will establish a welcoming environment.
5. Promote IEEE Membership.
Display member benefits on your Section web pages, and provide a link to the online membership
application. Have a staffed membership table with MD materials at all Section, Student Branch and
Chapter meetings. Recognize those local companies who support IEEE activities and membership.
IEEE membership brochures and other promotional supplies are available to membership
development officers and their respective organizational units, e.g., Sections, Societies via the MD
materials order form.
Order supplies online >> ieee.org/md
6. Communicate Value and Bene its.
Communicate the benefits and services offered by IEEE at all meetings and activities. Before
you can communicate the value of IEEE membership, you need to be familiar with all of the
benefits of membership.
View all member Benefits >> ieee.org/benefits
7. Reward your MD volunteers.
Acknowledge and showcase the volunteers who advance your membership development plan.
Present them with certificates of accomplishment, buy them dinner, and/or submit their names to
IEEE for recognition in the monthly membership development webcasts.
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18
Membership Development Portal
Located at ieee.org/md, the MD portal oers a gateway to the resources & tools, peer-to-peer
collaboration, as well as reports & analyses available to membership development volunteers. Whether
your focus is on recruiting new members at meetings or conferences, retaining members or working to
recover lost IEEE members, information and tools are ready to help you.
Resources & Tools – The MD home page contains links to many resources (OU Analytics, Print-on-
Demand documents, MD Webcast Archive Guides, Presentations to make your own, program pages and
the MD materials order form).
Membership Training – A series of short (5-20 minute) training videos have been developed and post-
ed on the MD Portal. These modules provide an overview of membership development and guidance to
eectively grow and retain membership in your Section/Region.
The IEEE Brand Identity Toolkit explains the basic usage rules for all corporate identity elements and
how to utilize them for your communication pieces. Access to IEEE volunteer business cards, letterhead,
PowerPoint presentations, and templates for flyers and handouts at: brand-experience.ieee.org
MD Webcast – MD officers and volunteers are invited to attend monthly MD Webcasts which provide an
overview of the monthly IEEE statistics, as well as presentations from volunteers and staff on topics
related to membership development, recruitment, retention, recovery, strategy, and updates on IEEE
services, products and benefits. The MD email list “md-alert-all” provides announcements of the monthly
MD webcast and the Monthly MD Report as well as general MD information.
MD Monthly Report – The Monthly MD Report provides the latest statistical ‘pulse’ of global member-
ship, membership trends and MD Calendar guidance, along with MD-related announcements and activ-
ities.
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19
Developing Your Membership Team
These lists will help you get started – you know your area’s volunteers the best! Build
each role to what you need to get accomplished.
Who can help me?
• Ask your Section or Society ocers if they could refer available
volunteers or have a pool of volunteers interested.
• Recruit members from your Section – students, Young Professional members,
Life Members.
• Set up your team and let them know what the work is and who is doing what.
• Mobilize the resources your Section or Society has.
What is the Work?
• Outline the work you want to accomplish.
• Outline the work you need accomplished.
• Break down the work into the amount of time needed, how
often it gets done (frequency) and prioritize.
• Outline the work so those interested can see if they have the skills
and/or time to help.
• Determine which volunteers will be working and assign tasks.
Communicate regularly with your team
• Set up an email list to send communications on projects.
• Update your Section or Society ocers on your team’s progress.
• Update status of work to team so they know projects or work
are moving forward or not meeting deadline.
• Inspire and encourage your team to work toward the goals.
Recognize the volunteer eort
• When work is completed, recognize the volunteers’ accomplishments
to the team and to your Section or Society ocers.
• Acknowledge those on your team at Section or Society meetings.
• Nominate for a Region, Section or Society award. View Awards &
Recognition information at ieee.org/about/awards/index.html
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20
IEEE Membership Development Activities
IEEE’s membership development activities are coordinated through the Member and
Geographic Activities Board Membership Recruitment and Recovery Committee (MRRC). The
MRR Committee creates, promotes and monitors appropriate and effective membership
development programs to increase IEEE membership.
More information on the MRR Committee >> ieee.org/md
New Member Experience
Attracting and recruiting new members is critical to growing membership. However, joining
IEEE is only the beginning of what we hope to be a long term relationship. The process to
retain these members begins the day they join.
To help new members understand and navigate IEEE during their first year, IEEE sends a
series of welcome emails introducing them to IEEE benefits. A dedicated webpage for this
effort has a pre-recorded new member welcome video along with links to the most used
IEEE benefits broken down into six categories:
Technical Content Local Activities
Networking Discounts
Career Resources Humanitarian & Philanthropic Opportunities
To access the page >> ieee.org/start
In addition to the Welcome email series, new members also start to receive the monthly
member benefits bulletin, society information (if they belong to a society), and other
generic IEEE messages.
As an IEEE volunteer, you play a critical role in supporting our new members in navigating
IEEE's landscape. Most new members will engage IEEE on a local level making new member
outreach from the Section/Chapters a key activity in your membership planning. One of the
best ways to strengthen a new member’s ties with IEEE is to send a message from your
local Section. Points to include in this message are:
• Congratulatory/thank you message for joining
• Short overview of your Section and introduction of who you are
• List of key Section contacts in case they need assistance
• Invitation to attend an upcoming event/meeting
• Reminder to register and attend a New Member Orientation session
New member lists can be generated using the "Membership, Subscriptions and More" sub-
dashboard in OU Analytics. Be sure to use the member communication preferences data to
remove members who do not want to be contacted.
For new member email templates >> ieee.org/md
Access OU Analytics >> ieee.org/ouanalytics
The grade of Senior Member is the highest for which application may be made and shall
require experience reflecting professional maturity. For admission or transfer to the grade
of Senior Member, a candidate shall be an engineer, scientist, educator, technical
executive, or originator in IEEE-designated fields for a total of ten years and have
demonstrated five years of significant performance.
Learn more >> ieee.org/seniormember
The IEEE Senior Membership Nomination Event Guide was developed to provide the neces-
sary tools to conduct a successful event in the recruitment of members to Senior Member
grade elevation. The Event Guide contains Microsoft Word documents that can easily be
customized for your nomination event, showing you what to do throughout the entire pro-
cess from five weeks prior to the event to one day after the event. Holding a Senior
Member event provides potential Senior Member applicants with the opportunity to
network with potential references and receive guidance on completing their application. It
also provides your Section or Society the opportunity to engage IEEE members at all
levels.
IEEE Fellow Program
IEEE Fellow is a distinction reserved for select IEEE members whose extraordinary accom-
plishments in any of the IEEE fields of interest are deemed fitting of this prestigious grade
elevation. Learn about the history of the IEEE Fellow grade, the elevation process, and how
the program evolved over the years:
Learn more >> ieee.org/fellow
Additional IEEE Memberships
Additional memberships are also available — Society, Standards, Women in Engineering and
Young Professional memberships enrich the IEEE experience.
IEEE Society Membership – Membership in an IEEE Society offers both tangible and
intangible benefits. Members have cited the following benefits that influence their decision
to join a Society: affiliating or identifying oneself with a prestigious professional
organization; having access to multi-disciplinary technical information; creating
opportunities for peer networking; having the opportunity to publish and participate in
conferences at member reduced rates; and advancing professionally on the job.
View IEEE’s Societies >> ieee.org/societies
IEEE Standards Association Membership – Influence the direction and application of
standards development worldwide. Learn more >> standards.ieee.org
IEEE Women in Engineering (WIE) Membership – a global network of IEEE members
and volunteers dedicated to promoting women engineers and scientists, and inspiring girls
around the world to follow their academic interests in a career in engineering and science.
Learn more >> wie.ieee.org
IEEE Young Professionals (YP)- an international community of IEEE members and
volunteers who have graduated from their first professional degree within the past 15
years. YP members are interested in elevating their professional image, expanding their
global network, connecting with peers locally and giving back to their community.
Learn more >> yp.ieee.org
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21
Senior Member Elevation Events
ieee.org/md
22
IEEE Member Benets
Knowing how IEEE can benet others requires an understanding of all the benets
IEEE oers. IEEE is the world’s largest technical society, bringing members access to
the industry’s most essential technical Information, networking opportunities, career
development tools, and many other exclusive benets. IEEE membership benets break
down into two categories: (1) Core Benets received by all individuals who join IEEE, and
(2) Premium Benefits, which are available exclusively to IEEE members at an additional cost.
• Collabratec
®
– IEEE's online social platform where technology
professionals can network, collaborate and create.
• IEEE.tv™ – an award-winning, Internet-based television network
delivering special-interest programming about technology and engineering
for the benefit of IEEE's members and the general public.
• eBook Classics – IEEE members now have access to more than
350 eBooks from the IEEE Press collection through IEEE Xplore.
• IEEE Spectrum Magazine – 12 monthly issues
(print) and online, digital delivery
• IEEE Potentials Magazine – 4 issues (online, found inside Spectrum
magazine). All members have access to Potentials articles via IEEE Xplore
• Today’s Engineer – monthly e-zine devoted to the
issues affecting IEEE members’ careers
• IEEE Xplore
®
digital library – with over 4 million full-text documents,
discover and access scientific and technical content published by IEEE
• GoogleApps@IEEE
• Member-only discounts on IEEE conferences, publications,
educational offerings and business/financial services
• IEEE Sections and Technical Chapters - network
with local members who share similar interests
• IEEE Job Site – locate career opportunities easily and confidentially
• IEEE Career Alert – a weekly email newsletter containing
career advice plus the job of the week from the IEEE Job Site
• IEEE Mentoring Program – This online program, offered through
Collabratec
®
, facilitates the matching of IEEE Members for the purpose of
establishing mentoring partnerships.
• Consultants Database – a service available for matching technical
consultants to clients
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23
Premium Benets – Benets Requiring an Additional Fee
• IEEE
Continuing Education Programs – short courses and
workshops delivered online in one-hour learning modules, offering
Professional Development Hours (PDH) or Continuing Education
Units (CEUs) to help maintain licensing or certification
• IEEE Learning Network - online website of over 600 educational
courses offering the latest in continuing education in engineering,
technology, and more.
• IEEE Education Partners Program – up to a 10% discount on online
degree programs, continuing education and certificate programs.
• IEEE Member Digital Library – access up to 25 full-text articles
a month from any IEEE publication or conference proceeding
• Proceedings of the IEEE – leading authoritative resource for
in-depth research coverage, tutorial information and reviews
• IEEE Member Discounts – insurance products and discounted
products and services (including home & office services)
designed for the professional technologist and engineer
• Travel Services – enhancing the overall travel experience
for IEEE members and their families
View all member benefits >> ieee.org/benefits
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24
Extra Help
Responding to Membership Objections
As an IEEE Volunteer attempting to recruit new members, expect to hear objections to
IEEE membership and pointed questions about membership value. This is normal—we all
compare. How you respond to such objections will dierentiate your recruitment success
from others. Listed below are common objections to IEEE membership, and suggestions for
how you can respond. Ask the member to go to the Global Benets Finder to sort by country
and their current career phase to view what is available for developing their career at www.
ieee.org/benets
My employer will not pay for my dues. Response: We’re grateful that some employers
reimburse for IEEE membership dues, but IEEE membership is about individuals who desire
to take ownership of their career, regardless of an employer’s willingness to reimburse dues.
Individuals who belong to IEEE take personal responsibility for their careers.
IEEE membership is too expensive. Response: The cost of IEEE membership compared
to most professional associations is signicantly lower, as much as 30%, compared to
organizations such as the National Society of Professional Engineers, American Medical
Association, and the American Bar Association. When you really think about it, IEEE
membership dues are quite reasonable when you consider the quantity and quality of
benets oered to members. Also, IEEE membership often pays for itself. The discounts
members receive on IEEE products or attending a conference makes membership a good
return-on-investment. For professional-grade applicants whose income does not exceed
$14,700, IEEE oers a 50% reduction in IEEE dues, regional assessments and dues for one
IEEE Society and its optional publications.
The value of IEEE membership does not justify the cost. Response: IEEE membership
oers an array of benets that may be of interest to you. Perhaps you are unaware of the
some of these benets. They include access to technical publications; professional and
educational development; unique networking venues; discounts on conference attendance,
insurance programs, IEEE products. Every member has their own, personalized gateway into
IEEE membership via myIEEE.
I have no time to read the publications. Response: It’s a constant challenge between
nding the time to be informed, and one day discovering that you’re not technically current.
Our members tell us that reading IEEE publications saves them time, as they do not need to
“reinvent-the-wheel” at work. IEEE publications are the world’s best collection of technical
information. Taking the time to read this information keeps you technically current. Investing
30 minutes with one publication could save you 40 hours of research at work.
I can nd all this information on Google—what’s the value of membership?
Response: There’s a lot of information to be found on Google, but IEEE publications are not
available for free on Google. Moreover, the quality of technical information found via Google
is random, and doesn’t adhere to any consistent standards of technical excellence. Did you
know that 60,000 patents cite IEEE information? – These patents cite IEEE, not Google. IEEE
membership is much more than access to information. It’s about networking, professional
development, and you taking personal responsibility for your career. Membership is about
meeting new colleagues, and coming into contact with really great people—individuals who
join IEEE form friendships that last a lifetime. You wouldn’t meet these people on Google.
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25
I can get all of the information through my employer, so why should I belong?
Response: Information is only one component of IEEE membership. Yes, organizations
worldwide rely upon IEEE information to be technically current and competitive—it speaks
to IEEE’s quality. IEEE membership is more than access to information. IEEE membership
is about you being competitive and taking personal responsibility for your career. IEEE’s
benets include venues and tools for members to network, build valuable professional
connections, and hone leadership skills. These are essential meeting new colleagues, and
coming into contact with really great people—individuals who join IEEE form friendships
that last a lifetime. IEEE membership is more than what you receive—it’s also about what
you’re giving back. When you belong to IEEE, you are supporting a much larger mission—
your membership enables initiatives such as public information and policy eorts, aordable
student membership, and the introduction of technology careers to young people worldwide.
I’ve recently been unemployed, and can no longer aord the dues. Response:
IEEE will help you during these times. IEEE has a reduced-dues program for unemployed
members, which allows you to keep your benets, which are very helpful for nding a new
job—for example, networking at local Section and Chapter meetings, uploading your resume
to the IEEE Job Site, engaging the career navigator.
IEEE Contact & Support Center
The IEEE Contact Center is available to answer your questions, including IEEE products and
services, and all aspects of membership (renewal, reinstatement, elevation, grade change
and more). Part of the IEEE Contact Center, the IEEE Support Center provides online support
answers to the most frequently asked questions. Live chat is also available.
Questions, responses and live Chat >> supportcenter.ieee.org
IEEE Contact Center located at ieee.org/contactcenter
Email contact at: [email protected]
IEEE Support Center located at
supportcenter.ieee.org
Telephone
+ 1 800 701 4333 USA and Canada
+ 1 732 981 0060 Worldwide
Submit a Question to the IEEE Support Center,
supportcenter.ieee.org/app/ask
Use the live Chat feature to talk with a Support Center Associate
16-MEM-034 4/16
VOLUNTEER
LEADERSHIP
THANK YOU FOR YOUR
AND FOR MAKING A DIFFERENCE
