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January Managing Membership Leads slideshare

Managing Membership Leads

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January Managing Membership Leads slideshare

  1. 1. 1 WELCOME TO THE WEBINAR. TO CONNECT TO AUDIO: In the Audio section, select: Telephone - or - Mic & Speakers To improve sound quality, please close all unnecessary programs such as email, MS Office, etc. If you have a cellular device, please move it away from your computer.
  2. 2. MANAGING MEMBERSHIP LEADS – Cultivating Relationships with Potential Members January2020 GrowRotaryOnlineWorkshopSeries District5890MembershipMarketingPilot
  3. 3. 3 TODAY WE WILL: Discuss how potential members find their way to our clubs Strategize ways to cultivate lasting relationships with potential, new, and existing members Champion the Membership Leads tool as a viable channel to growing Rotary
  4. 4. 4 ATLANTA CONVENTION, 2017 93% of these leads were never followed up on CONVENTION
  5. 5. Public Image Projects & Programs GLOBAL LEADS PROSPECTIVE MEMBERS 50% have a personal connection to Rotary 59% under 40 37% women 71% NEVER CONTACTED 19,500 leads/year
  6. 6. OPPORTUNITY COST Since the program’s inception in 2015, there have been 68,196 unconverted membership candidates globally. This is the equivalent of -$4,637,260 in lost RI dues
  7. 7. 7 Your Host: Emily Tucker, Regional Membership Officer, Zones 29 & 25B IN CONVERSATION WITH: Mhari Goldstein, Product Owner, New Channels & Growth Lee Ann Searight, Membership Resources Specialist
  8. 8. 8 HOW TO PARTICIPATE IN THE WEBINAR Open or close your control panel. If you can’t hear the audio, select a different speaker option on your computer.
  9. 9. 9 HOW TO PARTICIPATE IN THE WEBINAR Use the question pod to type in your name and location. It may appear differently depending on your device. Instant Join App Desktop application
  10. 10. 1 0 REMINDER All attendees will receive a link to the slides and a recording of today’s session via email by the end of the week.
  11. 11. 1 1 WHAT HAPPENS NEXT??
  12. 12. 1 2 Cultivating Relationships with Potential Members
  13. 13. 1 3 A VIRTUOUS CYCLE FOR MEMBERSHIP CULTIVATE SOLICIT “The Ask” APPRECIATE/ RECOGNIZE RETAIN EDUCATE INVOLVE MOTIVATE INTEREST IDENTIFY IF “NO” OR “MAYBE” IF “YES”
  14. 14. 1 4 Who are the potential members in your community? IDENTIFY
  15. 15. 1 5 YOU FIND THEM • Open houses • Friends of Rotary • Program alumni • Mentoring program • Service projects • “Bring a friend” campaign • Skills assessments* • Census data* *trend spotting THEY FIND YOU • Marketing/ advertisements • Word of mouth • Club finder • Competitor • Rotary.org/join IDENTIFY
  16. 16. 1 6 • Friends of Rotary • Program alumni • Service opportunities • Word of mouth • Rotary.org/join WARM & HOT LEADS
  17. 17. 1 7 WHO PROSPECTIVE MEMBERS RELOCATING OR REJOINING MEMBERS REFERRED MEMBERS ROTARY.ORG/JOIN
  18. 18. WHO Jennifer Age: 32 Occupation: Marketing manager Looking for a club near work that she can attend over lunch time. Saw a flier for a Rotary club book drive that would benefit local schools.
  19. 19. Rotary staff screen the lead to make sure the prospective member is not a robot. Then, based on Jennifer’s meeting preferences, staff assigns the lead to a district.
  20. 20. YOU HAVE A LEAD! District Governor District Membership Chair Assistant Governors District Executive Sec/Dir (if one) REVIEW RECORD
  21. 21. UPDATE RECORD DISTRICT LEADERS
  22. 22. YOU HAVE A LEAD! Club President Secretary Membership Chair Club Exec Sec/Dir (if one)
  23. 23. REVIEW RECORD 1.CONTACT 2.QUALIFY 3.UPDATE RECORD CLUB LEADERS
  24. 24. POLL
  25. 25. 2 5 QUALIFY & CULTIVATE What criteria do you use to decide who would make a good member?
  26. 26. 2 6 CULTIVATION “Leadership is communicating to people their worth and potential so clearly that they come to see it in themselves.” – Stephen Covey Does Rotary fit with their: 1. Values 2. Skills & abilities 3. Time & budget 4. Potential
  27. 27. 2 7 What if someone is not a good fit for your club?
  28. 28. RECOGNITION Giving positive feedback based on results or performance. APPRECIATION Acknowledging a person’s inherent value.
  29. 29. 2 9 RECOGNITION & APPRECIATION NEW MEMBERS • Orientation • Sponsoring for district events • Announcements • Mentoring/partnering EXISTING MEMBERS • Member satisfaction surveys • Awards & certificates • Speaking opportunities • District recognition
  30. 30. 3 0 A VIRTUOUS CYCLE FOR MEMBERSHIP CULTIVATE SOLICIT “The Ask” APPRECIATE/ RECOGNIZE RETAIN EDUCATE INVOLVE MOTIVATE INTEREST IDENTIFY IF “NO” OR “MAYBE” IF “YES”
  31. 31. 3 1 What skills does someone need to manage this cycle effectively?
  32. 32. 3 2 THE TAKE-AWAYS 1. Find the right person for the job 2. Focus on cultivation– the payoff will be worth the investment 3. Consider the potential of everyone interested in Rotary 4. Don’t forget to check-in with existing members
  33. 33. WHEN The here and now is all we have, and if we play it right, it’s all we’ll need! – Ann Richards
  34. 34. IF YOU THINK IT, INK IT
  35. 35. 3 6 RESOURCES  ROTARY.ORG/MEMBERSHIP • Connect to Membership Leads • How to Manage Membership Leads – (for clubs and districts) • Online Membership Leads course • Managing Membership Leads presentation and video
  36. 36. Q & A
  37. 37. THANK YOU • Last workshop: Tues, February 18th 4-5pm – Service Projects • Tell your friends! All members of D5890 welcome. • Feb 1st Transform Together – Change Management Workshop (see district website) • Questions? Contact GrowRotary@rotary.org

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