Scott Gilbert, Chair
POTENTIAL MEMBERS (PM)
- If National gets lead, they send
informational email to PM and CC's Melissa
- Melissa sends email to PM with
information on local chapter
- Melissa emails PM contact info to
Membership Chair and President
- Membership Chair calls PM, gets
info about company (scope of work, size, know members?) and invites
- Based on PM company info,
Membership Chair invites two other board or committee members to the
lunch that would be good mentors for PM.
- At lunch, discuss PDCA, benefits,
payment options, possibly get completed application.
- Membership Chair assigns mentor.
TO-BE-DROPPED MEMBERS (TBD)
National begins process -
receives first letter and invoice 45-60 days prior to renewal date
receives second letter/invoice 15-30 days prior to renewal date
receives third letter and invoice 15-30 day after renewal date
receives fourth letter and invoice 45-60 days after renewal date
- If member has
not renewed within 60 days they are put on a drop list.
- Council and
Chapter contacts are notified by email 30-45 days before the drop
- Council and
Chapter contacts are called 15-30 days before the drop date to share
- Bev calls
members before drop date and tries to get them to renew.
- Members are
dropped 90 days after their renewal date.
When national notifies us of
to-be-dropped member (step 6 above) -
- Mentor, Board member that knows
TBD, or Membership Chair calls TBD to find out why dropping and see
if we can't help retain member.
Jerry Austin, Chair
- Schedule a New Member Orientation
Lunch with a minimum of 3 members on Mentorís Committee each time we
have a new member join. Should take place within 2 weeks after new
- At the New Member Orientation
Lunch, assign a committee for the new member so that they have a
sense of belonging immediately. Provide Committee Chair name and
- Have Committee Chair call new
member within 3 days to welcome him or her to the committee and
- Mentor (assigned by Membership
chair during potential member process) will be one of the members in
attendance at the New Member Orientation Meeting. Mentor has a
second chance to meet new member face-to-face and establish rapport
and trade business cards.
- Handouts will be provided at the
New Member Orientation Meeting that show the types of communications
we have with the members ie: Newsletter, Training Bulletins, Special
Events Announcements, Golf Tournament Flyers. This will give them a
better taste of what we have that is of interest to them.
- Mentor is responsible to contact
new member every month for first year.
ESTABLISHED MEMBERS - RETENTION
- Membership committee reviews
attendance reports and take whatever action they feel is
- When we see that a member has
missed 2 meetings in a row, we need to have someone who knows that
member call that member to determine reasons for missing. If it is
lack of interest or boring programs, we can deal with that. If it is
because they doní feel a sense of community or team, we will need to
- We should strive to sit with
different members at each meeting. That is the best way to avoid the
appearance of cliques in the association. It is the appearance of a
clique that will turn members away.
- If we need to come up with payment
plans for membership renewals, then we should discuss this and try
to make it work at least on a case by case basis if not as an
- Attend first contact and
membership orientation lunches.
- Contact member every month for the
first year (Ideally before chapter meetings to encourage
- Answer questions and provide