Membership & Roster Maintenance Officers Training Workshop September 2012 Kevin Shanahan 1.
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Transcript of Membership & Roster Maintenance Officers Training Workshop September 2012 Kevin Shanahan 1.
Membership & Roster Maintenance
Officers’ Training WorkshopSeptember 2012
Kevin Shanahan
1
Agenda
1. Membership Promotion
2. Roster Maintenance
3. Questions
2
Participating Memberships continue to show steady growth
Participating Membership Growth
24,611 24,
722 24,950
2009 2010 2011
3
“Maximizing Stakeholder participation to reflect
the market”
This will add to high quality standards and
market buy-in.
4
Benefits of Membership Promotion Increases technical expertise in a certain
area
Helps maintain a balance of interests
Supports development of new activity
Increases international participation
Introduces new stakeholders to the ASTM process
Promotes awareness of ASTM’s mission
5
Determine Focus of Campaign New Work Items
Task Group Activity
Significant revision to an existing standard
Input from Staff Managers and Committee Officers
6
Audience for Distribution
Mailing Lists
List Swaps with Trade Associations
Conference Attendees
Symposia Attendees
Meeting Visitors
Personal Invitations
7
Formats for Promotional Material
Fact Sheets
Ecards
Invitation Letters
8
Additional Strategies
MoU Promotions
International Partnerships
Student Members
One-on-One Engagement
Invite a Colleague
9
Team Resources Staff Manager
Member Promotion Manager
Marketing Department
Art Department
Corporate Communications
10
Technology The most effective delivery takes place if
efforts are in both formats:
• Hard copy
• More convenient for some companies
• Electronic
• Easy and convenient
• Instant delivery
11
Introduction to Roster Maintenance
Used by membership secretaries and subcommittee chairs
Used for assigning classification and voting privileges to new members and members that change employment
Used for maintaining balance as the roster changes
Used for creating membership reports for meetings
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Roster Maintenance
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View Pending Members
14
Sample New Member Application Notice
15
View Pending Members
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Notification to Member
17
Pull-down Menu of Membership Report Options
18
Roster by Individual
19
Producer Wait List
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Balance Report
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Membership Report Provides Information within Date Ranges
22
Excel Roster to Sort Information
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Meeting Attendance Roster
24
Process for Handling New Member Applications
25
Member Application
26
Classification and Voting Status Classified Committee – review of company and major product or service
provided
• Would the member be considered a producer, user, (consumer only
on some committees), or a general interest according to the scope of
the committee?
Review of roster
• Is there a member from this same voting interest already on the
committee with a vote?
27
Balance of Interest
Producer
User &GeneralInterest
ASTM
Classified Technical Committees are balanced. No excess influence by any interest group
28
Producer Vote Wait Lists
Created when the number of potential voting producers is greater than the number of voting user and general interest members combined.
Producers are removed from the wait list and given votes when
• New user and general interest members are added as voting members
• Other producer members resign
29
Methods: Approving Applications
Executive Subcommittee meetings
Ballot of Executive Subcommittee
Authority granted by Executive Subcommittee to Membership Secretary to approve applications between meetings
• Action is subsequently reviewed
30
Website Tools
Membership Orientation
Invitation to a Colleague
Membership Types & Benefits
Renewing via Website
Value of Membership Video
31
Information Tools for Members
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