occ: tute. 3. Meeting Minutes TABLE OF...
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çcOFE 2 . TABLE OF CONTENTS tute. occ: INSTITUTE FOR ORGANIZATION MANAGEMENT’S SPRING BoAJu MEETING FEBRUARY 10,2011 11:30 A.M. — 1:30 P.M. EST WEBINAR Contents: 1. Board of Trustees Roster 2. Board of Trustees Agenda 3. Meeting Minutes 4. Nominating Committee Report 5. Institute Update 6. Marketing Taskforce 7. Boards of Regent’s Reports 8. Online Taskforce
Transcript of occ: tute. 3. Meeting Minutes TABLE OF...
çcOFE2.
TABLE OF CONTENTS tute. occ:
INSTITUTE FOR ORGANIZATION MANAGEMENT’S SPRING BoAJu MEETING
FEBRUARY 10,201111:30 A.M. — 1:30 P.M. EST
WEBINARContents:
1. Board of Trustees Roster
2. Board of Trustees Agenda
3. Meeting Minutes
4. Nominating Committee Report
5. Institute Update
6. Marketing Taskforce
7. Boards of Regent’s Reports
8. Online Taskforce
2011 BoARD OF TRUSTEES ute.
James A. Chavez, TOMCHAIRPresident and CEOClarksville Area Chamber of Commerce25 Jefferson Street, Suite 300Clarksville, TN 37040Phone: 931-551-4313Email: [email protected]: 2010-2011
G. Daniel Heam, TOM, CCEVICE CHAIRPresident and CEOCatawba County Chamber of Commerce1055 Southgate Corporate Park, SWHickory, NC 28602Phone: 828-328-6000 x230Email: [email protected]: 2010-2011
Christin Berry, CAESenior Director, Market Research & Data
StrategyASAE and the Center for Association
Leadership1575 I Street, NWWashington, DC 20005Phone: 202-326-9514Email: cberryasaecenter.orgTerm: Standing
Rob Clapper, TOMPresident and CEOThe Prince William Chamber of Commerce9720 Capital CourtManassas, VA 20110Phone: 703-368-6600Email: [email protected]: 2009-2011
Shelia 0. Lee, TOM, CCECHAIR ELECTPresident and CEOLawton Fort Sill Chamber of Commerce629 SW ‘C’ Avenue, Suite BLawton, OK 73502Phone: 580-355-3541Email: [email protected]: 2010-2011
Russell C. Salzman, TOM, CAEPAST CHAIRCEO and Executive Vice PresidentInstitute of Real Estate Management430 North Michigan AvenueChicago, IL 60611Phone: 312-329-6060Email: [email protected]: 2010-2011
Mark A. Biel, TOM, CAEExecutive DirectorChemical Industry Council of Illinois400 West Monroe, Suite 205Springfield, IL 62704Phone: 217-522-5805Email: [email protected]: 2009-2012
Elyse C. Cochran, TOM, CCESenior Vice President, Economic
DevelopmentDalton-Whitfield Chamber of Commerce890 College DriveDalton, GA 30720Phone: 706-278-7373Email: [email protected]: 2009-2012
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2011 BOARD OF TRUSTEES tute.
Toni L. Crouch, CAEVice President, Professional Development
and InformationAmerican Chamber of Commerce
Executives4875 Eisenhower Avenue, Suite 250Alexandria, VA 22304Phone: 703-998-3536Email: tcrouchacce.orgTerm: Standing
Eric E. Featherstone, TOM, CAEVice PresidentMelby, Cameron and Anderson23607 Highway 99, Suite 2CEdmonds, WA 98026Phone: 425-774-7479Email: [email protected]: 2006-2012
Diana Greene, IOMExecutive Vice President, Membership
Programs and ServicesMyrtle Beach Area Chamber of Commerce1200 North Oak StreetMyrtle Beach, SC 29577Phone: 843-626-7444Email: [email protected]: 2010-2011
John W. Harris, TOMPresidentNortheast Cincinnati Chamber of
Commerce316 West Main StreetMason, OH 45040Phone: 513-336-0125Email: jhartisnecchamber.orgTerm: Through 2011
Barbara deBoom, IOM, ACEPresident and CEOPalm Desert Area Chamber of Commerce72-559 Highway 111Palm Desert, CA 92260Phone: 760-346-6111Email: [email protected]: 2010-2012
RobertJ. Foulks, TOM, CAE, CPAChief Financial Officer and Senior Vice
President of AdministrationWisconsin Medical Society330 East Lakeside StreetMadison, WI 53715Phone: 608-442-3788Email: [email protected]: 2009-2011
Rex K. Hammond, TOM, CCE, MBAPresident & CEOLynchburg Regional Chamber of Commerce2015 Memorial AvenueLynchburg, VA 24501Phone: 434-845-5968 ext:1 8Email: rhammond@lynchburgchamber orgTerm: Through 2011
Lisa I). Langer, TOMExecutive DirectorSpearfish Area Chamber of CommerceP.O. Box 550Spearfish, SD 57783Phone: 605-642-2626Email: [email protected]: Through 2011
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2011 BoARD OF TRUSTEES tte.
Matt R. McCormick, IOMPresidentLewisville Area Chamber of Commerce551 North Valley ParkwayLewisville, TX 75067Phone: 972-436-9571Email: [email protected]: Through Spring 2011
Matt G. Pivamik, IOM, CCEExecutive Vice PresidentTulsa Metro ChamberTwo West Second Street, Williams Tower 2,
Suite 150Tulsa, OK 74103Phone: 918-560-0208Email: [email protected]: 2010-2012
Raymond P. Towle, IOM, CAEVice President, Institute and Executive
Director, Federation RelationsU.S. Chamber of Commerce1615 H Street, NWWashington, DC 20062Phone: 202-463-5853Email: [email protected]: Standing
Timothy M. McKee, IOMExecutive Vice President, Economic
DevelopmentOlathe Chamber of Commerce18001 West 106th Street, Suite 160Olathe, KS 66061Phone: 913-764-1050Email: [email protected]: Through 2011
Mary J. Riemersma, TOM, CAEExecutive DirectorCalifornia Association of Marriage and
Family Therapists7901 Raytheon RoadSan Diego, CA 92111Phone: 858-292-2638Email: [email protected]: 2005-2012
Marianne Virgili, TOM, CCEPresident and CEOGlenwood Springs Chamber Resort
Association1102 Grand AvenueGlenwood Springs, CO 81601Phone: 970-945-6589Email: [email protected]: 2009-2012
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INSTITUTE
BOARD OF TRUSTEES tute.2011 SPRING MEETING AGENDA
FEBRUARY. 10, 201111:30 A.M.—1:30 P.M. EST
CONFERENCE CALLI. Welcome and Introductions
James Chave IOMChair, Institutefor Otaniation Management
President and CEO, C/arksviule.Area Chamber of Commerce
II. Approval of Minutes — October 1, 2010
III. Approval of Institute Nominating Committee Report
W. Chairman’s Report
V. Institute Update
VI. Marketing Taskforce
VII. Board of Regents Reportsa. Winter Board of Regents reportb. Midwest Board of Regents reportc. Southeast Board of Regents reportd. West Board of Regents reporte. Northeast Board of Regents report
VIII. Online Taskforce
IX. Other Business
X. Adjournment
Next In Person Meeting: September 23, 2011, Washington, DC
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INSTITUTE
BOARD OF TRUSTEES tute.?2010 FALL MEETING MINUTES
OCTOBER 1, 20109:00 A.M.-12:00 P.M. EDT
U.S. CHAMBER OF COMMERCE, WASHINGTON, DC
In attendance: Russell C. Salzman, TOM, CAB; James Chavez, IOM; Shelia 0. Lee, IOM, CCE;Perry Webb, IOM, CCE; Christin Berry, CAB; Mark A. Bid, TOM, CAB; John C. Camper, TOM, CCE;Elyse C. Cochran, TOM, CCE; Eric Featherstone, IOM, CAB; RobertJ. Foulks, TOM, CAB, CPA;Arrie Larsen Manti, TOM; Jean M. McPheeters, IOM; Mary Riemersma, IOM, CAB;Jerry L. Wheeler Sr., TOM; Marianne Virgili, TOM, CCE; Raymond P. Towle, TOM, CAB;Marimar Molinary, TOM, CAE, CMP; Karyn Klein, TOM; Jared Engeset, IOM, MPP; Amanda Knowles,Shelby Parish, Amy Malo
Not attending: Toni L. Crouch, CAB; G. Danny Hearn, TOM, CCE; Keith Woods, TOM
Observing: Ken Brengle, IOM, CCE; Rob Clapper, TOM; Diana D. Greene, TOM; Timothy M. McKee, TOM;Matt G. Pivarnik, IOM, CCE; Edith A. Rosato, TOM, R.Ph; Marnie L. Uhi, IOM
I. Welcome and IntroductionsRussell C. Salzman, IOM, CAB welcomed everyone to the meeting and thanked them all forcoming.
II. Approval of Minutes — February 11, 2010The minutes from the February 11, 2010 conference call were approved with no changes.
III. Approval of Nominating Committee ReportThe Board of Regents chairs were recognized and thanked for leading their individual sites to asuccessful week.
The Board of Trustees, Curriculum Committee, Midwest Board of Regents, Southeast Board ofRegents, West Board of Regents, and Northeast Board of Regents nominating committee reportswere all approved. New members were welcomed and those rotating off were thanked.
IV. Consent AgendaThe motion to accept the Chairman’s Reports was approved.
V. Curriculum Committee ReportChairman Jean M. McPheeters, TOM provided the 2010 curriculum report. The weekly schedulechange, bonus session topics, handouts policy, curriculum changes and processes were discussed.
Institute Weekly Schedule ChangeContinued from 2010, classes will start at 8:00am on Monday morning, maintaining theelimination of the Monday morning homeroom.
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INSTITUTE
BOARD OF TRUSTEES tute2010 FALL MEETING MINUTES
Bonus Session TopicsContinued from 2010, each site will be able to individually choose whether or not to have a bonussession and what the topic will be.
Handouts PolicyThe committee voted to add a clause to the Faculty contract that states if his/her presentation is notposted one month prior to site then the faculty member is required to print and bring copies of theinformation to class for the attendees and cover the costs to do so. This will go into effect for the2011 academic season (starting in summer 2011).
Changes to the CurriculumStaff will make the following changes to the curriculum and share the syllabi at a later date, thechanges will go into effect for the 2011 academic season (starting in summer 2011).
Core CoursesThere were objective changes to the following courses:
• C125 Fliring, Firing and Everything in Between• C230 Managers Who Motivate• C261 Successful Event Planning• C330 Everyday Ethics• C380 Vintage, Virtual and Visionary Volunteers
There was a description change to the following course:• C230 Managers who Motivates
There was a title change to the following course:• C380 Vintage, Virtual and Visionary Volunteers + Volunteer Management
Elective CoursesThere were objective changes to the following course:
• E340 Staff Optimization
There was a description change to the following course:• E142 Economic Development
There was a title change to the following course:• El 80 Orientation for Board and Committee Success 4 Building Better Boards and
Committees• El26 The Rx for HR Headaches 4 Dealing with Challenging Employees• E340 Staff Optimization 4 Staffing the 21st Century Nonprofit Organization
The curriculum committee discussed changes to E331 Secrets of Nonprofit Executives andwill work with staff to finalize these changes.
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INSTITUTE
BOARD OF TRUSTEES tte.o0i
2010 FALL MEETING MINUTES
The committee discussed weaving diversity throughout the entire Institute curriculum. Staffwill notify faculty members prior to teaching.
The curriculum committee approved the motion to remove one elective. The elective coursethat will be removed is:
• Understanding the Generations
The curriculum committee approved the motion to implement an elective rotation plan. Thiswould reduce the number of electives offered per time slot from nine to seven.
Changes to Faculty ProcessesThe curriculum committee approved the motion to formalize guidelines for bringing onnew faculty members.
• New faculty will apply to teach by submitting a resume and 2 recommendations, thenan interview will be conducted with the Chair of the Curriculum Committee and astaff representative. Afterwards, it will be determined whether or not the facultymember will be brought on board.
The curriculum committee approved the motion to create guidelines for renewing facultymembers.
• The process will include reviewing course evaluations, and will take intoconsideration the ability of the faculty member to teach multiple courses well.Faculty will apply to teach each year by filling out the course preferences survey.
The curriculum committee had a discussion on the process of letting faculty members knowhe/she will not be invited to teach at a certain site due to Institute having a large pool ofexcellent Faculty members.
The Curriculum Committee Report was accepted. Changes to the curriculum and faculty processeswill go into effect for the 2011 academic season starting in June.
Russell C. SaFzman, IOM, CAE complemented the Curriculum Committee on the meeting andcongratulated and thanked Jean M. McPheeters, TOM for her leadership and two years of service asChairman of the Committee.
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INSTITUTE
BOARD OFTRUSTEES tute2010 FALL MEETING MINUTES
VI. 2010 Year OverviewChamber staff provided the group with an overview of the year.
• Institute had five successful sites with a total of 739 attendees, plus 3 graduate electiveattendees, representing 48 states and Cyprus.
• As Institute gets ready to celebrate 90 years of excellence in 2011, an outside consultant washired to conduct an evaluation of the Institute program of today to ensure that we maintaina relevant, viable, and meaningful program into the future. How do we take a 90 year oldmission, stay true to it, and yet fulfill it with 21 century needs?
• The U.S. Chamber of Commerce is fully committed to Institute and all five sites.• Our main focus for 2011 will be recruitment of first year attendees. With the collective
efforts of staff and volunteers we will continue to strengthen and improve our marketingefforts and outreach through focused thinking and creative ideas.
• The staff and volunteers were thanked for their dedication and hard work.
VII. Chairman’s ReportRussell C. Salaman, TOM, CAE thanked and recognized the staff and congratulated MarimarMolinary, IOM, CAE, CMP on earning her CAE this year.
VIII. Evaluating the Institute of Today: 90 Years of ExcellenceRussell C. Salzman, TOM, CAE provided an overview of the Institute evaluation conducted by theLearning Studio and discussed four key findings. Two components of the evaluation were phoneinterviews and a survey that was sent to key Institute constituents.
Four key recommendations from the survey are listed below.• Explore online offerings of Institute;• Continue to strengthen word of mouth marketing and association outreach;• Increase awareness of IOM recognition, relatively new compared to Institute program. The
recognition started in 2004; and• Increase awareness of Institute’s curriculum being tied to the CAE and CCE bodies of
knowledge. Institute participants can earn up to 96 credit hours towards the CAE and CCEcertifications.
Online Offerings of InstituteBoard members expressed their first impressions, thoughts and opinions on whether or not Instituteshould expand and include online offerings, and if so, how to implement it. The overall consensusin the room was that Institute will need to incorporate online offerings in the near future, but thegroup was unsure of how to go about doing it. Everyone agreed that thorough discussionspresenting opportunities and challenges for different scenarios are required and that the rightproduct needs to be ready prior to launch.
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INSTITUTE
BOARD OF TRUSTEES Institute.2010 FALL MEETING MINUTES
Word of Mouth Marketing and Association OutreachRuss SaLzman, TOM, CAE thanked everyone for all their marketing efforts in 2010 and for providinginput for the scorecard. The scorecard led Institute to create the Prospective Student Toolkit andthe Volunteer Marketing webpage. He thanked all those that sent their staff through the program in2010 and reiterated the importance and the key role volunteers play in word of mouth marketingand association outreach.
Awareness of IOM RecognitionInstitute enjoys a very strong brand name and is very well regarded in the industry. Greaterawareness of the TOM recognition is needed, as it has only been around for 6 years (since 2004.)Before 2004, people would complete the Institute program, now in addition they receive an TOMrecognition on their graduation certificate.
Awareness of Curriculum ties to CAE and CCE certificationsThere is a general lack of awareness of Institute’s curriculum being directly tied to the CAE andCCE bodies of knowledge. Institute staff and volunteers will work closely with ASAE and ACCEand will continue to find ways to increase awareness. Institute attendees can earn up to 96 credithours towards the CAB and CCE certifications.
IX. Looking AheadRussell C. Salzman, IOM, CAE announced James A. Chavez, IOM as the 2011 National Board ofTrustees Chairman. James told the group that his 2011 Chairman’s Challenge will be wordof mouth marketing and exploring possible online offerings of Institute.
James thanked Russ and asked that first year recruitment be board members’ number one priorityfor 2011. He created a marketing and an online task force and made some nominations. He toldthe group that he is looking forward to a great 2011 as we celebrate 90 years of excellence and take aclose look at the Institute program of today. Careful thought and energy needs to be put into thesetask forces.
A representative from each task force will report back to the group at the spring conference call.
X. Other BusinessJohn C. Camper, IOM, CCE was recognized and thanked for his 40 years of involvement withInstitute.
XL AdjournmentThe next meeting via conference call will take place on February 0th, 2011 from 11:30 a.m.—1 :30 p.m.EST. It will be a virtual meeting conducted in the same fashion as it was in 2010.
The next in-person meeting will take place on September 23, 2011, at U.S. Chamber Headquarters inWashington, DC.
There being no other business the meeting was adjourned.
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NOMINATIONS tute.2011 BOARD OF TRUSTEES
NEW TRUSTEE
Marnie L. Uhi, TOM, ACEPresident and CEOPrescott Valley Chamber of Commerce (AZ)Term: Through Spring 2012 as Chair of Winter Board ofRegents
ROTATING OFF BOARD
Matt R. McCormick, TOMPresidentLewisviile Area Chamber of Commerce (IX)Term: Through Spring 2011 as Chair of Winter Board ofRegents
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NOMINATIONS tute.ERo0
2011 CURRICULUM COMMITTEE
ROTATING OFF COMMITTEE
Marnie L. Uhi, TOM, ACEPresident and CEOPrescott Valley Chamber of Commerce (AZ)Term: Through Spring 2011 as Vice Chair of Winter Board ofRegents
Mark Schenthal, TOM, ACEVice President, Marketing and CommunicationsNorthern Kentucky Chamber of CommerceTerm: 2010 —2012
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NOMINATIONS te.2011 WINTER BOARD OF REGENTS
ChairMarnie L. Uhi, TOM, ACEPresident and CEOPrescott Valley Chamber of Commerce (AZ)Term: 2008 — 2012
Vice ChairMegan A. Lucas, TOMPresidentBellevue Chamber of Commerce (NE)Term: 2007 — 2013
Past ChairMatt R. McCormick, TOMPresidentLewisviile Area Chamber of Commerce (TX)Term: 2008 — 2012
The following individuals are nominated:Erin Bemis, TOMPresident and CEOCharlevoix Area Chamber of Commerce (MT)Term: 2011—2013
Annick Pruett, TOMChief Executive OfficerRifle Area Chamber of Commerce (CO)Term: 2011 —2013
Term renewals (two-year term):Rich Cantillon, IOMPresidentPonca City Area Chamber of Commerce (OK)Term: 2009 — 2013
Kasey Cronquist, TOMCEO and AmbassadorCalifornia Cut Flower CommissionTerm: 2009 — 2013
Kimberly Nastasi, TOMExecutive DirectorMississippi Gulf Coast Chamber of Commerce (MS)Term: 2007 — 2013
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NOMINATIONS tute.2011 WINTER BOARD OF REGENTS
REMAINING ON BoARD. NO ACTION REQUIRED
Richard Davoub, TOMPresident and CEOGreater El Paso Chamber of Commerce (TX)Term: 2010 —2012
Deanna Kupcik, TOMExecutive DirectorBuckeye Valley Chamber of Commerce (AZ)Term: 2006 — 2012
Lisa Krueger, IOv1President and CEOLake Havasu Area Chamber of Commerce (AZ)Term: 2010—2012
Brad C. Shanklin, TOMDirector Chapter Business ServicesMeeting Professionals International (TX)Term: 2006 — 2012
Matt G. Pivarnik, TOM, CCEExecutive Vice PresidentTulsa Metro Chamber (OK)Term:2006—2012
ROTATING OFF BOARD
John C. Camper, TOM, CCEPresident and CEOTucson Metropolitan Chamber of Commerce (AZ)Term: 2005 — 2011
Shane A. Moody, TOM, CCEPresident and CEODestin Area Chamber of Commerce (FL)Term: 2007 — 2011
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NOMINATIONS tute.ERo0
2011 MIDWEST BOARD OF REGENTS
ROTATING OFF BOARD
Mark Schenthal, TOM, ACEVice President, Marketing and CommunicationsNorthern Kentucky Chamber of CommerceTerm: 2009 —2011
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a,
MARKETING UPDATE tute2011 SPRING
MARKETING TASK FORCEDuring the Fall 2010 Board of Trustees meeting, James A. Chavez, TOM, Chairman of the Board of Trustees,appointed a Marketing Task Force to review and continue strengthening Institute’s marketing efforts andoutreach in 2011 and beyond. The Task Force has held five successful conference calls since November, andtogether created a formalized Marketing Plan.
NEW AND SocIAL MEDIA
• Institute launched a Facebook page at the end ofJanuary. The page will update viewers aboutprogram registration, individual site developments, scholarships, news, and more.
• Institute has integrated ConnectlN, Twitter (@GetConnectlN) and Facebook page, allowing theprogram to have integrated presence in various social media outlets and expand its viral marketing toreach a new and larger audience.
• Clips from members of the C100 and CCCIOO have been made into short Institute videos, which willbe available on the Institute website this spring.
INCENTIVE PROGRAMS
• Paj It Fonvard Scholarshzp Program• In total, 6 first-year participants attended Winter Institute using a PIF scholarship; 5 chamber
professionals (AZ, IA, KS, OK, OK) and I association professional (AZ).• The following chamber executive organizations do not currently participate in Pay it Forward:
AK, CT, GA, ID, MA, MS, MT, NJ, NM, OH, PA, VT, WA, WV, WI, WY, Carolina’s andNew England
• Institute has been working with the Association Societies Alliance to boost their participationin PIF. Information about Institute was presented to the Affiance in January during theirstrategic planning retreat, and mentioned over the group’s email list serve in December.
• The following societies of association executives currently participate in Pay it Forward: AZ,CA, FL, SC, WI, IL, MI, MO
• In 2010, Institute partnered with 28 chamber executive associations and 8 societies ofassociation executives, resulting in 37 first-year scholarships between all five sites.
• Friends and Famiiy Enrollment Incentive• In total, 7 first year participants and 5 returning participants attended Winter Institute using
the Friends and Family incentive.
• The discount was marketed at the U.S. Chamber’s Chamber of Commerce Committee of 100meeting in October and the Association Committee of 100 meeting in December.
• In November, Steve Anderson, IOM, CAE, President and CEO of the National Associationof Chain Drug Stores and past BOT Chairman sent a letter to all members of the Cl 00resulting in three first year registrations.
• In 2010, 21 first-year participants enrolled with this incentive between all five sites.
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MARKETING UPDATE tute c402011 SPRING
• Facidy SchoIarsh Ptvgram• So far in 2011, 3 fitst-year participants attended Winter Institute using a Faculty Scholarship.
• In 2010, 16 first-year participants were recruited with this incentive.
ADVERTISEMENTS
• Institute placed two advertisements in the following magazines this year:• The Winter issue of Chamber Executive magazine, the quarterly publication affiliated with the
American Chamber of Commerce Executives.
• The January issue of Associations Now magazine, the monthly publication published by ASAE.
• With Steve Anderson’s help, Institute will place an advertorial in an issue of CEO Update, a bimonthly publication for trade and professional association executives, many of which are in theWashington, D.C. area.
BOARD MEMBER AcTIoN GRIDIn an effort to capture the depth and breadth of Institute’s marketing efforts throughout the year, Institutehas created a Board Member Action Grid for 2011. As we try to achieve the program’s goal of 720participants and 245 first years in 2011, this will allow us to see Institute’s outreach and achievements inaction.
For those in need of materials to help you spread the word about Institute, please continue to utilize theVolunteer Resource webpage, located at www.uschamber.com/institute/marketing. The webpage allowsvolunteers to download all marketing collateral for upcoming meetings, speaking opportunities, phone calls,c-mails and more.
In the following pages you will find a copy of the Board Member Action Grid. Please know that thisdocument only reflects what was reported to staff and represents a very small fraction of what all ourvolunteers do every day to market the Institute program.
We thank all of our Board and Committee members, volunteers and friends for their on-going efforts tomarket the program this Institute season. We look forward to a great year aheadl
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MARKETING UPDATE tute.2011 SPRING
Print advertisement included in theJanuary issue of ASAE’s
Associations Now magazine.
Print advertisement included in thewinter issue of ACCE’s
Chamber Executive magazine.
Print advertisement submitted forthe spring issue of ACCE’sChamber Executive magazine.
LEARN I GROW I CONNECT
Immerse yourself in the best of theassociation and chamber Industry!Institute so great way to earn up to credithours toward bvrx CAE cer1jticen.
Sign up and expenence tnst’tijt&s highly ratedcurnculum, delivered by the highest calbe,inshuctors and gain a national perspective fmrriyour peers
C.,lI 202 ‘03 th7O or u,rt ch-r
‘. In ttL
LEARN I GROW I CONNECTImmerse yourself itt the best of the chamber ndustrCome eaperirorce lnchM.s higidy rmed curricukirn dekeered by thehigfrwacalber krdnactors. arid e a riaticaik paripestee from yore peers.
Sign up today to reach your neat boat cit enodance arid eeeo up to28 pours toward your CCE cartitlcatroir.
Call 202-463-5570 or visit uscliambercomlinst tt°c.
Call 202-463-5570 or visit uscha rnber.comii ostit ute.
LEARN I GROW I CONNECTImmerse yourselF in the best of the chamber indusityfCea*nanue frrik8rs h4 rated craveabun da*eered by div trve cberfrmstiuctres east game nikoasit tearseectrno bran es’ paws.SiupIodoyto roach pa. omit bseliderealbrxe amid earn up ki padres kwardyour tXI cmtiioirar Varnoasretrika&rrpe and ermrceaanrt exerormea aeaiiab..
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DEMOGRAPHICS tute.AN OVERVIEW OF THE 2010 SUMMER AND 2011 WINTER DEMOGRAPHICS BY SITE INCLUDES:
Class Level
Midwest 2010 Southeast 2010 West 2010 Northeast 2010 Winter 2011
1st year 23.8o 30.6% 30.2% 30.3% 28.8%2nd year 26.7% 21.3% 21.6% 19.7°/c 25.4%3rd year 26.7% 27.3% 14.7% 28.8% 22.4°/o4th year 22.8% 20.2% 33.6% 20.5% 23.4%Graduate Elective 0.0% 0.6°/c 0.0% 0.8% 0.0%
Midwest 2010
23.3%
60.0%
6.6°/c
Winter 2011
20,5%
69.3%
10.2%
21 —30
31 —40
Male
Age*
41 — 50
51 +
Midwest 2010
21.6%
31.6%
26.6%
11 .6%
Midwest 2010
25%
65%
Southeast 2010
26.6%
24.4%
24.4%
20.0%
Southeast 2010
16.2%
West 2010
26.6%
31.6%
1 0.0%
8.3%
West 2010
31 .6%
Northeast 2010
16.8%
35.6%
27.7%
16.8%
Northeast 2010
24.7%
Winter 2011
18.8%
34.9%
28.9%
17.4%
Gender*
Female 78.5% 60.0% 71.2%
Winter 2011
30.4%
69.6%
Ethnicity*
Midwest 2010 Southeast 2010 West 2010 Northeast 2010 Winter 2011
Caucasian 85% 88.1% 80.0% 91.0% 91.2%Other Ethnicity 6.5% 5.9% 10.0% 6.0% 8.8%
Association
Chamber
Employer
Other
Southeast 2010 West 2010
2.9%
Northeast 2010
92.5%
21 .6%
0.0°/a
55.0%
39.6%
15.0%
52.4%
6.5%
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DEMOGRAPHICS tute.
(or\N
AN OVERVIEW OF THE 2010 SUMMER AND 2011 WINTER DEMOGRAPHICS BY SITE INCLUDES:
Midwest 2010
5.0%
40.0%
28.3%
18.3°/a
West 2010
3.3%
35.0%
25.0%
30.0%
Northeast 2010
6.9%
30.6%
27.7%
30.6%
Northeast 2010
65.3%
24.4%
2.0%
1.0%I fO/1.1. JO
2.0%
0.0%
8.1%
Winter 2011
51.0%
41 .6%
2.0%
1.3%
2.7%
3.4%
2.0%
4.7%
Organizations Budget Size(excluding Public Funds)*
Midwest 2010 Southeast 2010 West 2010 Northeast 2010 Winter 2011
Less than $100,000 50°/ 4.9°/a 3.3% 3.9% 6.8%$100,001 - $250,000 13.3% 12.2% 11.6% 5.9% 19.6%$250,001 - $500,000 26.6% 26.2% 15.0% 17.8% 14.2%$500,001 - $1,000,000 15.0% 17.2% 20.0% 15.8% 21.6%$1,000,001
- $3,000,000 8.3% 20.4% 1.5.0% 19.8% 14.9%$3,000,001 - $5,000,000 6.6°/a 6.5% 8.3% 5.9% 3.1%$5,000,001 - $10,000,000 3.3% 6.5% 5.0% 8.9% 5.4%Greater than $10,000,001 13.3% <1% 10.0% 17.8% 11.5%
Less than 2years
2 to 5 years
Years Experience in Chamber /Association Field*
6 to 10 years
Southeast 2010
More than 10 years
7.4%
45.1%
Winter20l 1
29.6%
How did you learn aboutInstitute?*
13.3%
540/
Employer
48.6%
Colleague
Midwest 2010
27.0°/a
Meeting
Southeast 2010
18.9%
63.6%
Direct Mail
West 2010
29.0%
66.6%
0.0%
Websjte
26.3°/a
64.8%
1 .8%
35.1 %
<1%
Institute Digital Catalogue
3.6%
Other
6.2%
0.0%
0.0°/a
4.6%
0.0%
0.0%
1.8%
0.0%
10.9%
0.0%
0.0°/a
3. 1%
0.0%
3.7%
9
DEMOGRAPHICS tute.
(/%
AN OVERVIEW OF THE 2010 SUMMER AND 2011 WINTER DEMOGRAPHICS BY SITE INCLUDES:
Organization’s Membership
Size*
Midwest 2010 Southeast 2010 West 2010 Northeast 2010 Winter 2011Less than 500 45.1%501 1000 26.4%1001 1500 9.7%Greater than 1501 l8.8%
Southeast 2010
14.8%
51.8%
13.3%
13.3%
1.4%
<1%
West2OlO
16.6%
38.3%
21.6%
5.0°/a
8.3%
3.3%
Northeast 2010
8.9%
44.5%
14.8%
9.9%
9.9%
8.9%
Winter 2011
23.6%
43.2°/
18.2%
1.4%
10.8%
2.7%
Level of Responsibility*
Midwest 2010 Southeast 2010 West 2010 Northeast 2010 Winter 2011
CEO / Executive Director 28.3% 29.6% 18.3% 23.7% 39.2%Senior Executive / DepartmentDirector 30.0% 37.7% 35.0% 42.5% 32.4%Manager 21.6% 17.7% 16.6% 23.7% 19.6%Coordinator / Assistant 10.00/10 7.3°/a 16.6°/a 4.9% 6.2%Other 1.6% 2.9% 5.0% 1.5°/a 2.7%
Less than 3
3 to 10
Midwest 2010
Organization’s Staff Size*
11 to25
16.6%
26 to 50
46.6%
51 to 100
13.3%
More than 100
1.6%
5.0%
6.6%
10
DEMOGRAPHICS tuteAN OVERVIEW OF THE 2010 SUMMER AND 2011 WINTER DEMOGRAPHICS BY SITE INCLUDES:
Primary Job Responsibilities*
Midwest 2010 Southeast 2010 West 2010 Northeast 2010 Winter 2011
Membership 11.6% 26.6% 13.3% 14.8% 17.6%General Management 233% 24.4% 15.0% 19.8% 29.1%Marketing 8.3% <1% 10.0% 5.9% 3.4%Finance 3.3% 7.4% 10.0% <1% 5.4%Meeting Planning 5.0% 6.6% 6.6% 12.8% 4.1%Education / Training 3.3% 2.9% 1.6% 7.9% 1.4%Government Relations 6.6% 2.2% 8.3% 4.9% 5.4%Communications 5.0% 5.9% 6.6% 5.9% 6.8%Economic Development 3.3% 2.9% 3.3% <1% 6.8%Human Resoutces 0.0% 0.0% 0.0% 0.00% 0.7%Technology 1.6% <1% 6.6% <1% 0.0%Tounsm 0.0% 0.0% 3.3% 0.00% 2.7%Other 16.9%
*Data pulled from attendee surveys and results reflect only those who responded.
11
on
DEMOGRAPHICS e.’4W
2011 Winter Institute205 Attendees from 39 states and the District of Columbia.
State, Number of Attendees, %Alaska, 2, .98% Montana, 1, .49%Arizona, 15, 7.2% Nebraska, 9, 4.39%Arkansas, 3, 1.46% Nevada, 1, .49%California, 4, 1.95% New Hampshire, 1, .49%Colorado, 6, 2.92%
New Mexico, 4, 1.95%DC, 16, 7.80%
New York, 1, .49%Florida, 9, 4.39%
North Carolina, 2, .98%Georgia, 3, 1.46%
Ohio, 3, 1.46%Idaho, 1, .49%
Oklahoma, 17, 8.29%Illinois, 3, 1.46% Oregon, 4, 1.95%Indiana, 7, 3.41% Pennsylvania, 3, 1.46%Iowa, 11, 5.37% South Carolina, 1, .49%Kansas, 6, 2.92% South Dakota, 3, 1.46%Louisiana, 2, .98% Tennessee, 2, .98%Maryland, 1, .49% Texas, 18, 8.78%Massachusetts, 4 1.95% Utah, 1, .49%Michigan, 4, 1.95% Virginia, 6, 2.92%Minnesota, 7, 3.41% Washington, 5, 2.44%Mississippi, 3, 1.46% Wisconsin, 3, 1.46%Missouri, 6, 2.92% Wyoming, 7, 3.41%
12
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2011 WINTER INSTITUTE
SURVEY RESULTS tte (tco
22. Registration and Communication
ResponseEzc.ilent Good Fair Poor NIA
Count
Enrolicient process 597% (89) 37.6% (66) 2.7% (4) 0.0% (0) 0.0% (0) 149
Usefulness of Institute
communications prior to the 53.7% (80) 39.6% (59) 5.4% (8) 0.0% (0) 1.3% (2) 149
Institute week
Timeliness of information received (7 41.5% (61) 3.4% (5) 0.7% (1) 0.7% (1) 147
Ease of Institute Web site39.5% (58) 45.8% 7) 12.9% (19) 0.7% (1) 1.4% (2) 147
navigation
Accuracy of your registration(103) 27.0% (40) 2.0% (3) 0.7% (1) 0.7% (1) 148
onsite
Attendee Service Center 49J% (73) 36.7% (54) 4.8% (7) 00% (0) 8.8% (13) 147
answered question 149
skipped question I
24. Customer Service
Rating ResponseExceuent Good Fair Poor NIA
Average Count
23.5%115CC Staff 0.7% (1) 0.0% (0) 0,7% (1) 4.75 149
(112) (35)
62.6% 23.1%Hotel Staff 4.8% (7) 0.7% (1) 8.8% (13) 4.62 147
(92) (34)
30.3% 29.7% 33.1%University Staff 6.2% (9) 0.7% (1) 4.34 145
(44) (43) (48)
answered question 143
skipped question I
14
2011 WINTER INSTITUTE
SuRVEY RESULTSRO,c0:
26. Volunteers
- ResponseExcellent Good Fair Poor NIA
Count
Class Advisor 79.2% (118) 180% (28) 0.7% (1) 1.3% (2) 0.0% (0) 149
Board of Regents 67.6% (100) 27.0% (40) 3.4% (5) 0.7% (1) 1.4% (2) 148
answered question 148
skipped question I
28. Logistics
Excellent Good Fair Poor NAResponse
Count
Overall quality of breaks 35.1% (52) 43.2% (64) 17.6% (26) 4.1% (8) 0.0% (0) 148
Overall quality of lunches 19.8% (29) 38.5% (57) 230% (34) 18.2% (24) 2.7% (4) 148
Accommodations 52.4% (17) 36.1% (53) 4,1% (6) 1.4% (2) 6.1% (9) 147
Transportation 35.4% (52) 34.0% (50) 54% (8) 5.4% (8) 19,7% (29) 147
answered question 148
skipped question 2
15
2011 WINTER INSTITUTE
SURVEY RESULTS
30 Events
tute.
Big Ba5h 449% (66) 29.9% (44)
Graduation Ceremony 61.9% (91) 30.6% (45)
I did not
takeSomewhat
advantageBeneficialBeneficial Beneficial
of INs
opportunity
Pmfessional Consultahon5 9.5% (14) 10.8% (16) 2.7%(4)
Beyond Institute Bonus SessIon 7.4% (11) 10.8% (18) 6.8% (10)
ConnectiN Bonus Session 47% (7) 14.2% (21) 4.1% (6)
Winter Institute 101 Bonus Session 4.8% (7) 15.6% (23) 8.1% (9)
0.0% (0) 77.0% (114) 148
O.7%(l) 74.3% (110) 148
0.0% (0) 77.0% (114) 148
1.4% (2) 72.1% (106) 147
answered question 148
skipped question 2
Excellent Good
institute Kickoff 36,5% (54)
Institute Mixer 34.9% (51)
44.6% (66)
37.7% (55)
Fair
14,9% (22)
15.1% (22)
12.2% (18)
5.4% (8)
ResponsePoor lilA
Count
1.4% (2) 2.7% (4) 148
5.5% (8) 6.8% (10) 148
2.0% (3) 10.9% (18) 147
0.0% (0) 2.0% (3) 147
answered question 149
skipped question I
32. Additional Learning Opportunities
Very
Beneficial
Response
Count
16
2011 WINTER INSTITUTE
SURVEY RESULTScto
34. Institute’s online community
I have not
Very - Somewhat Not ResponseBeneficial advantage
Beneficial Beneficial Beneficial Countof this
opportunity
ConnectlN 190% (28) 3.7% (54) 22,4% (33) 6.8% (10) 15.0% (22) 147
answered question 147
skipped question 3
31.. Overall, to what extent did Institute meet your expectations?
Response Response
Percent Count
Well exceeded my expectations. 28.9% 43
Exceeded my expectations. j 33.6% 50
Met my expectations. 36.2% 54
Did riot meet my expectations. jj 1.3% 2
answered question 149
skipped question $
17
2011-2013 REGISTRATION
PRoJEcTIONSRETENTION RATES OF 74%, 81%, 91%
Ztut(;)
e. %Ror
2011 2012 2013MIDWEST 2010 Final
Projections Projections Projections
-
2011 2012 2013SOUTHEAST 2010 Final
Projections Projections Projections
—1-11-2
.IVT7I.
.
2927
3030
—
3030
-
3030
-
2011 2012 2013WEST 2010 FinaL
Projections Projections Projections
1-1 35 40 40 40
I I I
2-1 25 26 30 30
— — —
2012 2013 2014WINTER 2011 Final
Projections Projections Projections
—1-1 29 33 33 331-2 30 32 32 32
LKTh2-1 25 44 48 48
2-2 27 - - -
jw — — —3-1 23 42 36 393-2 23 - - -
4-1 30 42
I 1-1 24 35 35 I 35 1
3-1 17 20 21
2011 2012 2013NORTHEAST 2010 Final
Projections Projections Projections
1-1 40 23 23 23
1-2 - 22 22 22I
2-1 26 30 33 33
WF•24
38
Projected 2010 2011 2012 2013
Enrollment 739 715 685 69j
33
18
10?
RETENTION RATES tute.ASSUMING 100 FIRST YEAR STUDENTS BEGIN THE PROGRAM, 55 WILL GRADUATE
YearClass Level 1 2 3 4#ofAttendees 100 74 60 55
74% 81% 91%
IRII
Year 2009 2010 2011 2012Class Level 1 2 3 4# of Attendees 224 169 N/A N/A
75.4% N/A N/A
Year 2008 2009 2010 2011Class Level 1 2 3 4#ofAttendees 326 216 187 N/A
66.3% 86.6% N/A
Year 2007 2008 2009 2010Class Level 1 2 3 4# of Attendees 352 265 194 172
75.3% 73.2% 88.7%
19
OT
RETENTION RATES tute 4aeROf
ASSUMING 100 FIRST YEAR STUDENTS BEGIN THE PROGRAM, 55 WILL GRADUATE
Year 2006 2007 2008 2009
Class Level 1 2 3 4# of Attendees 308 228 199 188
740% 87.3% 94.5%
Year 2005 2006 2007 2008
Class Level 1 2 3 4
# of Attendees 331 243 221 197
73.4% 90.9% 89.1%
Year 2004 2005 2006 2007
Class Level 1 2 3 4
#ofAttendees 307 220 171 16571.7% 77.7% 96.5%
Year 2003 2004 2005 2006
Class Level 1 2 3 4#ofAttendees 279 218 160 142
78.1% 73.4% 88.8%
20
2003-2010 INSTITUTE
REGISTRATIONS tute
2010 Winter Midwest Southeast West Northeast Total1st 56 24 56 35 40 2112nd 52 27 39 25 26 1693rd 56 27 50 17 37 1874th 46 23 37 39 27 172Total 210 101 182 116 130 7392009 Winter Midwest Southeast West Northeast Total1st 80 30 51 31 32 2242nd 59 31 56 25 45 2163rd 63 23 42 36 30 1944th 42 26 46 31 43 188Total 244 110 195 123 150 822
2008 Winter Midwest Southeast West Northeast Total1st 91 45 82 46 62 3262nd 69 33 70 43 50 2653rd 43 27 45 30 54 1994th 62 27 57 22 29 197Total 265 132 254 141 195 9872007 Winter Midwest Southeast West Northeast Total1st 76 40 101 50 85 3522nd 56 38 52 30 52 2283rd 63 32 64 25 37 2214th 44 26 35 21 39 165Total 239 136 252 126 213 966
2006 Winter Midwest Southeast West Northeast Total1st 76 47 71 42 72 3082nd 57 34 78 26 48 2433rd 43 24 39 23 42 1714th 37 23 22 27 33 142Total 213 128 210 118 195 8642005 Winter Midwest Southeast Central-Mm Northeast Total1st 73 46 107 50 55 3312nd 51 34 42 39 54 2203rd 46 23 23 30 38 1604th 32 20 39 26 36 153Total 202 123 211 145 183 8642004 Winter/West Midwest Southeast Central-Mm Northeast Total1st 72 44 65 57 69 3072nd 57 42 36 41 42 2183rd 32 23 39 30 42 1664th 40 39 39 44 34 196Total 201. 148 179 172 187 8872003 Winter/West Midwest Southeast Central-Mm Northeast Total1st 62 45 57 53 62 2792nd 39 28 40 37 39 1833rd 52 39 42 49 35 2174th 36 37 57 50 43 223Total 189 149 196 189 179 902 —
21
OP tN2.
SCHOLARSHIP UPDATE tte o,c1*
2010 Winter Midwest Southeast West Northeast TotalBeginning Balance $9,434 $4,536 $11,224 $12,127 $6,522 $43,843Regent Scholarships Awarded ($9,000) ($4,500) ($10,500) ($10,750) ($6,000) ($40,750)Amount Raised in 2010 $8,812 $4,649 $8,810 $9,899 $4,444 $36,614
&urtent Available Balance $9,246$YØL$9T5 $N fAI96 1’i
2011 Winter Midwest Southeast West Northeast TotalBeginning Balance $9,246 $4,685 $9,534 $11,276 $4,966 $39,707Regent Scholarships Awarded ($9,000) - - - ($9,000)Amount Raised in 2011 $7,814 - - - $7,814
LhtAvailable Balance— $9,534
2011 Scholarship Statistics Winter Midwest Southeast West Northeast TotalTotal scholarship applicants 44 - - 44Total scholarships awarded 31 - 31
Regent scholarships awarded 26 - 26National scholarships awarded S - 5
22
CONNECTIN tute.
2010 RESULTSBuilding off of a very successful 2009, ConnectlN continues to become an integral part of the Institutelearning experience. Over 350 individuals joined ConnectlN in 2010, bringing our total membership to1419.
The following usage statistics are from January 1, 2010 through January 21, 2011:
1hz..— — — _N,. I — a
Stc LJage
431,796 Visits
07,088 Pag.vi.w.
3.08 PagesiVisit
CURRENT STATISTICS
• 1419 Members• 62 Groups• 215 Forum Discussions
“*78.26% Bounce Rate
—00:02:07 Avg. Tim. on Sit.
62.16°!. % New Visits
• 101 Blog Posts• 2737 Photos• 3 Sponsors
SoCIAL MEDIA INTEGRATIONIn order to reach a broader audience and increase the amount of traffic to ConnectlN, Institute staffrecently integrated ConnectlN with all our other social media outlets.
Facebook (149 “Likes”)New and existing members can now log in to ConnectlN using our Facebook app, which allowsanyone to access ConnectlN using their Facebook login. Using Institute’s newly created Facebookpage, Institute staff can post links to various ConnectlN content on the page’s wall.
Twitter (75 Followers)Institute staff can share blog posts, pictures, forum discussions, etc through tweets, which link backto ConnectlN.
Linkedln (29 Members)Institute’s Linkedln group now displays the most recent discussions and blog posts located onConnectlN. These automatically update by way of RSS feed.
23
r
CONNECTIN tute.CCONNECTIN BLOG POSTING CALENDARContinuing on the success of the ConnectiN blog in 2009, various faculty members were once again calledupon to add their expertise by contributing in 2010. The goal is to provide the ConnectlN community withat least one new blog post every week.
Name Posting Date (9/13/10 - 9/5/11) Topic Domain(s)
Renee Sinclair 9/13, 11/29, 2/14, 4/25, 7/4 Government Relations CCE #2CAE #6
Mike Gellman 9/20, 12/6, 2/21, 5/2, 7/11 Finance CCE #4CAE #1
Pat McGaughey 9/27, 12/13, 2/28, 5/9, 7/18 Membership/Marketing! CCE #3Sponsorships CAE #7
CAE #9
Kyle Sexton 10/4, 12/20, 3/7, 5/16, 7/25 Technology CCE #4CAE #3
Rosemary Lahasky 10/11, 12/27, 3/14, 5/23, 8/1 Workforce Development CCE #2CAB #8
Sheila Birnbach 10/18, 1/10, 3/21, 5/30, 8/8 Human Resources CCE #4CAB #3
Bill Graham 10/25, 1/17, 3/28, 6/6, 8/15 Communications CCE #3CAE #9
Kimberly Nastasi 11/1, 1/24, 4/4, 6/13, 8/22 Programming/YPO/ CCE #2Generations CAE #4
CAE #8
Francie Dalton 11/8, 1/31, 4/11, 6/20, 8/29 Leadership CCE #1CAE #2
Jack Cox 11/15, 2/7, 4/18, 6/27, 9/5 Governance CCE #1CAE #5
24
SPONSORSHIP UPDATE tute.
WINTER INSTITUTE2011 Winter Institute sponsors included: ChamberMaster, ChamberSolutions, Collette Vacations,ConnectForLunch, Constant Contact, MyChamberApp, Target Marketing/SouthComm Publishing,Weblink International, and YGM, LLC. 2011. A special thank you to California Cut Flower Commission,who will once again donate flowers at the graduation ceremony for all sites in 2011.
SPONSORSHIP GoALs:1. Increase sponsorship numbers at all sites.2. Reach out to new potential sponsors.3. Retain current sponsors.4. Reestablish partnerships with past sponsors.5. Create relationships with sponsors relevant to the association community.
2010 Actual SponsorSire Sponsor goal for 2010 Numbers Sponsor goal for 2011
Winter 3 3 9
Midwest 3 6 7
Southeast 5 7 8
West 4 5 6
Northeast 4 5 6
AcTIoN STEPS:1. Staff and Board of Regents will share potential sponsor lists and recommendations.2. Use resources such as state conferences as new avenue for compiling sponsor lists.3. Continue to use sponsor surveys to assess the wants of our current sponsors.
4. A list of all past sponsors for each site will be sent to the BOR sponsor delegate..5. Use resources such as CEO Update and Association Trends to scout for potential association
oriented sponsors.Institute Site Sponsors over the Years
10
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MARKETiNG TASK FORCE tute.CHAIRMAN’S REPORT, 2011 SPRING
The Institute Marketing Task Force has been hard at work since being appointed and challenged bythe Board of Trustees in September 2010. The combined task force was made up of thirteenassociation and chamber executives with diverse representation.
Early in the process we split into sub-task-forces so we could provide input and special attention toassociations and chambers. Eric Featherstone lead the association only task force and Bob Thomaslead the chamber only group. They both had autonomous meetings during the months ofNovember, December, and January.
Their ideas, input, brainstorming, and strategic thinking ultimately produced a final marketing plandocument that has been vetted by the total marketing task force. The plan is accompanied by atimeline and action plan. All three components of the marketing plan have been cross-referencedfor detail. This plan takes a “leave no stone unturned” approach to marketing the Institute program.
Major tools and audiences of the plan include:
• Existing Partnerships
• Potential Attendees• Institute Messaging and Communications
• Viral Marketing & Social Media
• Program Awareness
Identified goals of the Marketing Task Force are:1. Expand Association outreach2. Build and Strengthen existing partnerships3. Improve messaging and program awareness4. Identify and expand volunteer speaking opportunities5. Increase outreach to Institute Alumni
We have already started implementation of the plan. Getting this holistic plan documented has beena great first step and we feel that it is a fluid document that can be tweaked and edited as time moveson. The task force recommends adoption of this plan with latitude to change and tweak asimplementation progresses.
Submitted by: Matt Pivarnik, IOM, CCEExecutive Vice PresidentTulsa Metro Chamber
I
INSTITUTE FOR ORGANIZATION MANAGEMENT2011 MARKETING PLAN
As the nation’s premier nonprofit professional development program, Instituteequips chamber and association leaders with the innovative ideas to expand
J their organizations’ influence and fosters individual growth through interactive%* learning and networking opportunities.
I nstitute.
EXECUTIVE SUMMARY
The goal of Institute’s marketing plan is to set the direction and focus of Institute’s efforts to drive siteattendance, maximize volunteer energies, and increase awareness of the program among the association andchamber industries. Through this plan, staff and volunteers will be able to map a plan of action in which tofocus their marketing efforts on a day-to-day basis.
2
Marketing Plan
EXISTING PARTNERSHIPSIn order to enhance marketing efforts, Institute needs to utilize and continue to strengthen existingpartnerships with related industry groups. Institute also needs to review the possibilities of building newpartnerships on a regular basis.
ASAE: The Center for Association Leadership Increase awareness about Institute’s curriculumties to the CAE bodies of knowledge. Program participants can earn up to 96 credit hours towardstheir CAE, just four hours shy of the 100 hours required to sit for the exam.
Association Societies Alliance (ASA) The Affiance is a voluntary membershiporganization comprised of the chief staff officer or volunteer chair of each society ofassociation executives. Institute should continue to build the partnership with the Affianceand the individual ASA member representative, and increase their participation in Pay ItForward.
American Chamber of Commerce Executives (ACCE) Increase awareness about Institute’scurriculum ties to the CCE bodies of knowledge. Program participants can earn up to 28 pointstowards their CCE.
State Executive Association Network (SEAN) SEAN is the networking group forleaders of their state chamber executive association. Institute will benefit greatly if wecontinue to strengthen our existing partnership with the SEAN Network and work toincrease their participation in Pay It Forward.
Institute Alumni Institute’s TOM graduates and past attendees are the program’s strongestsupporters and advocates. Efforts to re-engage this group will help to drive attendance and activeallegiance to the program. At present, Institute’s alumni database dates back to 2007.
Current Board and Committee Members One of the main roles of an Institute volunteer is todrive program attendance. A focus needs to be maintained on how to better utilize volunteer energiesand resources.
Past Board Members Past volunteers and board members were Institute’s biggest supporters at onepoint, and in some cases, still are. Institute should work to re-connect with these individuals and askfor their help in marketing the program to their networks and colleagues.
Faculty Current members of Institute’s faculty spend their days with current and potential Instituteparticipants. Institute needs to continue to engage faculty to promote the program, especially throughthe Faculty Scholarship Program.
POTENTIAL ATTENDEESThe following are groups to target when promoting Institute. Institute should develop and execute strategiccommunications for each group listed below.
U.S. Chamber Federation Members The Federation of the U.S. Chamber is comprised of all localand state chamber and association members. All U.S. Chamber Federation members qualify fordiscounted Institute enrollment fees, including the Group Pricing and Friends and Family incentives.
3
U.S. Chamber’s Association Committee of 100 (C100) and Chamber of CommerceCommittee of 100 (CCC100) The C100 and CCCIOO are comprised of executives of thecountry’s leading associations and chambers of commerce. As some of the U.S. Chamber’stop paying Federation members, these organizations qualify for the Friends and FamilyInstitute enrollment incentive as a member benefit.
U.S. Chamber Prospective and Lapsed Members Once a week, the U.S. Chamber updates atargeted list of potential and previous Federation members. These organizations are emailed Instituteprogram updates in conjunction with current Chamber members.
Institute Board and Committee Member Organizations Board members and their organizationsare vested in the program are Institute’s biggest supporters. Volunteers should continue to sendsomeone from their organization or mentor someone from a neighboring organization.
New Industry CEOs New CEOs, executive directors and other top organization executives are aprimary audience for Institute to target. Institute can discover names of these new executives throughvolunteer word of mouth.
Non-Participating Organizations and/or Participants In addition to searching for organizationsthat are not currently participating, Institute needs to focus efforts in collecting this information.
Pay ft Forward Institute offers partial first year scholarships in the amount of $500 to state CCEsand SAEs that participate in the Pay It Forward incentive program. Members of these participatingorganizations are potential attendees as they receive communications about the program and canapply for the scholarships. Directors of each CCE and SAE orgamzation are offered full-tuitionscholarships to attend their first year at Institute.
INSTITUTE MESSAGING AND COMMUNICATIONSA crucial part of marketing the Institute program is promotion, and getting the word out about what Institutehas to offer. Institute uses multiple communication methods to further the goal of promoting the programand benefits it offers.
Volunteer Speaking Efforts Institute board members and volunteers attend state and regionalconferences throughout the year on behalf of their organization. Institute staff and board membersshould work together to better organize, increase the number of, and streamline Institute relatedspeaking opportunities.
Organize Speaking Opportunities Volunteer speaking opportunities and annual meetingsshould be organized by calendar year and state. Volunteers should provide a listing ofopportunities to staff to organize and distribute.
Institute Talking Points Talking points and handouts should be provided to volunteers inadvance of meetings to help promote program. Volunteers need to request materials.
Volunteer Rotation Schedules Volunteer rotation schedules should be created at largerindustry meetings or where applicable (i.e. W.A.C.E. annual conference). Volunteers mustprovide travel info to coordinate.
Record Volunteer Actions In order to track the depth and breadth of Institute’s marketingefforts throughout the year, Institute staff will continue to keep track of the volunteers’speaking opportunities and marketing efforts.
4
Federation E-mails Each month, the U.S. Chamber’s Federation members (associations and localand state chambers of commerce) receive emails marketing Institute. These emails inform membersabout the Institute program, upcormng sites and deadlines, and enrollment incentives based on theirlevel of membership.
E-mails to Lapsed and Prospective U.S. Chamber Members Lapsed and prospective membersof the U.S. Chamber receive emails regarding the Institute program at the same time as currentmembers. E-mails contain similar Institute content to the Federation messages, in addition toinformation regarding U.S. Chamber membership.
Advertisements In order to expand awareness of the Institute program, continuous effort should bemade to place advertisements in related industry magazines while being mindful of cost.
ASAE’s Associations Now Magazine The magazine is mailed monthly to all members ofASAE & The Center for Association Leadership. It maintains a paid circulation of 24,000association executives and industry partners.
ACCE’S Chamber Executive Magazine Published four times per year by the AmericanChamber of Commerce Executives, Chamber Executive examines the latest informationaffecting chambers and the businesses they represent. Current circulation is about 6,200chamber executives and industry partners.
Association TRENDS Newspaper This national newspaper for association executives andsuppliers provides the latest news, information and trends in association management for theprofessional staff of international, national, state, regional and local voluntary organizations.The magazine, now owned and published by Columbia Books, was originally published byJill Cornish, TOM.
CEO Update This bimonthly publication maintains a readership of mostly executive leveltrade and professional association executives, most of which are in the Washington, D.C.area. It is owned by Mark French of Leading Authorities, Inc.
U.S. Chamber’s Free Enteiprise Magaine The U.S. Chamber publishes a monthly print and aweekly online edition of the magazine to inform members of the Chamber’s activities andraise awareness of business related issues. At this time, the magazine maintains a circulationof 70,000 small business and corporate members and approximately 3,500 association andchamber of commerce members.
SAE and CCE Newsletters and Websites Institute needs to look into placing ads in thenewsletters and on the websjtes of each state’s society of association executives and statechamber of commerce executives.
Advertorials An advertorial is an advertisement designed to simulate editorial content. Anadvertorial, though written with the intent of an advertisement, suggests someone has endorsed theproduct or service. If done well, advertorials can also effectively communicate Institute’s marketingmessage. Finding advertorial space in related industry newsletters, magazines and/or blogs wouldgreatly benefit Institute’s marketing goals.
Printed Testimonials Attendee testimonials are a great way to boost attendance and credibility.They demonstrate Institute’s proven track record of meeting or exceeding customer expectations andcan help prospective attendees feel more comfortable investing in the Institute program.
5
Current Attendee At present, Institute collects attendee testimonials with each site’sattendee survey. Other testimonials are collected throughout the year as needed, including
testimonials specific to scholarships and enrollment incentives.
Graduate Elective Program With participation as low as it is in the graduate electiveprogram, testimonials from those alumni that have participated would greatly benefit themarketing of this specific program.
Video Testimonials Video testimonials are one of the strongest methods available for programadvertising. Video allow current or past Institute participants to speak peer-to-peer about the manybenefits of the program, and they can show viewers how Institute has positively affected someone’scareer and organization. Links to video testimonials can be placed in the following areas: the Institutewebsite, ConnectlN, the U.S. Chamber website, and in emails to the U.S. Chamber’s currentFederation members, lapsed members and potential members.
U.S. Chamber’s Chamber of Commerce Committee of 100 (CCC100) MembersTestimonials from this group will help Institute market strategically to other CCCH)0members, U.S. Chamber members, and other potential chamber attendees.
U.S. Chamber’s Association Committee of 100 (C100) Members Testimonials from thisgroup will help Institute market to other C100 members, U.S. Chamber associationmembers, and other potential association attendees.
Board and Committee Member Testimonials Continuous efforts should be made togather testimonials from current board and committee members, both on-site and duringannual board meetings.
Hyperlinks Links to Institute’s website should continue to be placed on partnering and affiliatewebsites to help promote the program.
VIRAL MARKETING AND SOCIAL MEDIAIn order to better serve Institute’s attendees and advocates, Institute should develop a better understandingand knowledge of new media strategies. Expanding Institute’s presence in social media outlets will increasevisibility among attendees, increase online activity, and help Institute stay relevant in the 21st century.
ConnectlN Institute’s very own social networking site has been a subject of much praise since it’sre-launch in 2009. ConnectiN has provided Institute attendees past and present, volunteers, facultyand staff with industry related blogs, resources, photos, messaging and more, and site activity hasremained steady. While information on the site stays relevant, activity typically coincides withInstitute sites only.
Twitter (@GetConnectlN) Expanding Institute’s Twitter usage will allow Institute to expand itsdaily presence among attendees. Going forward, Institute’s Twitter account will not only provideprogram updates about registration, individual sites, silent auctions, viral news, and more, it will alsoallow attendees to stay connected with the program all year round. Institute’s Twitter account willalso drive traffic to ConnectlN and Facebook.
Facebook This social media outlet allows Institute to expand its daily presence among attendees.Institute’s Facebook page updates viewers about program registration, individual site developments,site silent auctions, viral news, and more. ConnectlN and Twitter updates can also be pushed toInstitute’s Facebook page at the push of a button, driving traffic to both other sites.
6
PROGRAM AWARENESSIn order to assure that Institute’s marketing materials effectively market the program, it’s key that we identifywhat potential students want to “hear”. The results from the Learning Studio survey specify the followingreasons why people want to attend: Institute’s curriculum, professional development, and networkingopportunities. Below are main areas that the Learning Studio survey results show as lacking awareness:
IOM Graduate Recognition Institute began awarding the IOM recognition to program graduatesin 2004 to signify the educational achievement and industry dedication of the program’s graduates.According to the Learning Studio survey, awareness of the recognition within the association andchamber industries is low; therefore, efforts need to be made to reverse this trend. Institute shouldbegin marketing use of the IOM recognition in public mention and in professional correspondenceto all alumni and current volunteers, thus promoting the program and the significance of the TOMgraduation.
Volunteer Signatures As advocates of the program, Institute volunteers should increaseusage of their TOM recognition in professional correspondence.
IOM Ribbons One way to promote awareness of the TOM recognition and the programwould be to provide IOM ribbons during large meetings and conferences. (i.e. ASAE andACCE annual meetings)
CAE/CCE Curriculum Ties More awareness needs to be created in regards to the number ofcredit hours and points that participants can earn through Institute’s curriculum towards their CAEand CCE professional industry certifications (i.e. 96 credit hours toward the CAE and 28 pointstoward the CCE.) And according to the Learning Studio survey, association professionals aresignificantly more likely to sit for their CAE certification than chamber professionals for the CCEexam; something to note when drafting messages to the separate audiences.
Graduate Elective Program Awareness and participation in the Graduate Elective Program is veryiow. Going forward, marketing and understanding of the Graduate Elective Program and its benefitsneeds to increase among Institute alumni.
Marketing Institute’s Program and Brand Institute is a national program and brand, and thecurriculum and opportunities are equal at all sites. All program marketing should suggest participantsto attend the site that best suits their schedule, location, and in some cases, type of organization.
Increase Diversity in Institute Marketing In order to appeal to the general public, all photos andmessages placed in Institute’s marketing materials should reflect a broader sense of diversity.
7
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Marketing Task ForceGoals
Goal 1: EXPAND ASSOCIATION OUTREACHa. Reach out to CEOs of regional, state and national associations who are not participating in the
Institute program.b. Organize outreach to association alumni. Ask alumni to market program in their communities,
send an employee to Institute, or mentor someone from a neighboring organization that has notattended.
Goal 2: BUILD AND STREGTHEN EXISTING PARTNERSHIPSa. Strengthen partnership with ASAE, increasing awareness at their meetings, on their website, and
through CAE related communications.b. Strengthen partnership with the Association Societies Alliance, increasing awareness at their
meetings, newsletters, and through the Pay It Forward program.c. Re-engage with alumni that sit on the U.S. Chamber’s Association Committee of 100 (C100) and
Chamber of Commerce Committee of 100 (CCC100) to increase program awareness amongtheir peers.
d. Expand Pay It Forward incentive program, increasing the number of participating organizationsand the number of scholarships utilized.
e. Engage past board members to market the program.
Goal 3: IMPROVE MESSAGING AND PROGRAM AWARENESSa. Determine what message our potential attendees want to “hear”.b. Increase awareness of Institute’s curriculum ties to the CAE and CCE professional certifications.c. Increase awareness of the IOM graduate recognition (TOM recognition started in 2004 versus the
program as a whole).d. Sell Institute as a national program and brand.e. Expand advertisement opportunities in industry related magazines, newsletters, and online.f. Explore advertorial and/or article placement opportunities.g. Increase diversity in printed marketing pieces.
Goal 4: IDENTIFY AND EXPAND VOLUNTEER SPEAKING OPPORTUNITIESa. Organize speaking opportunities and annual meetings by calendar year and state, and distribute
to volunteers.b. Provide talking points and handouts to volunteers in advance of meetings.c. Create volunteer rotation schedule for USCC/Institute booth at meetings where applicable (i.e.
W.A.C.E.).
Goal 5: INCREASE OUTREACH TO INSTITUTE ALUMNIa. Create list of alumni by state and share with volunteers.b. Connect with alumni to increase Institute awareness in their circles of influence (emails, mailings,
meetings).c. Ask current site Chairs to send e-mail to individual site alumni, asking them to market program.
9
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WINTER INSTITUTE tuteCHAIRMAN’S REPORT, 2011 SPRING
2011 Winter Institute for Organization Management was seamless and very successful with noincidents. Many people had a hand in the success of the week including Board of Trustees, staff,Class Advisors, faculty and Board of Regents.
There were many other successes prior to the week of Institute as well as during the week. Theseincluded the raising of almost $8,000 for scholarships, expanding to eight sections due to attendanceand a stellar graduation ceremony. The greatest success of the week, with the help of all volunteersinvolved, was exceeding our published goal of 199 attendees. We completed the week with 205attendees.
The one minor challenge this year was the change of the schedule that included no free afternoonand one late day, but also included early release on Saturday. This opportunity was expected andeveryone did a wonderful job communicating to the attendees the reasoning behind this decisionand the benefits. The change was quickly accepted and was seen as a benefit. We do not expectthat this will be an issue in 2012.
Our goals for the 2012 Winter Institute program include continuing efforts to make both Board ofRegents and Class Advisors more noticeable/recognizable throughout the week. We also want tocontinue increasing our number of attendees and participation by associations. As for the Instituteprogram we would like to see a better structure for sponsors so they can get a higher return oninvestment, and find a way that all the volunteers can have access to the class handouts.
Submitted by: Matt R. McCormick, TOMChair, Winter Board of Regents
I
MIDWEST INSTITUTE tute.CHAIRMAN’S REPORT, 2011 SPRING
The 2011 Midwest Board of Regents is once again challenged with a sluggish economy, which mayhave an impact on Institute attendance this summer. Despite the slow economic recovery, the boardis moving forward to meet its goals for the year and is optimistic about hosting another excellentand well-attended event.
To stimulate attendance, we have promoted the great attributes Madison has to offer as the locationof our June 5-9 Institute. High reviews from former attendees have indicated that they appreciatethe ease of getting to and from Madison’s excellent attractions, restaurants, and hotels by footwithout the necessity of cars or mass transit. The city itself is an appealing community with much tosee and do, including biking, golfing, eating at great restaurants that range from Italian to Indian, andtaking advantage of wonderful night life—all within walking distance from most hotels.
Marketing efforts will continue to be vigorous. Board members are being encouraged to bringsomeone from their organization or area to Institute. Further, we are encouraging them to reach outvia e-mail and direct presentation to their circle of contacts and encourage associations andchambers through the Midwest to send attendees. We are also promoting the incentive programs:Refer a First Year, Friends and Family, group pricing, and Pay It Forward education vouchers. Pastattendees are being contacted and will be asked to send someone from among their friends andassociates, as well.
As for additional board involvement, we believe we can improve and grow Institute and ensure itscontinued relevance if every regent audits at least one class during the week of Institute. Ourcollective reactions and observations will help us evaluate Institute after it’s over so that we canenhance training and related events as needed.
We’re looking forward to a great Institute in June.
Submitted by: Timothy M. McKee, IOMChair, Midwest Board of Regents
2
SOUTHEAST INSTITUTE tDe.CHAIRMAN’S REPORT, 2011 SPRING
We are well on our way to adding another chapter to the proud tradition of Southeast Institute atthe University of Georgia at Athens. Serving the career development needs of chamber andassociation professional continuously since 1963, our Southeast Board of Regents stands ready towork shoulder to shoulder with our brothers and sisters at the four other Institute sites to make the2011 programming year the most successful ever!
Once again, a challenging economic climate and continued budget constraints make it interesting toproject 2011 attendance. This year’s goal is 179 with a goal for 60 first-year participants and a totalattendance stretch goal of 200. We believe these to be reasonable goals given the economy and theimproving health of potential participating chambers and associations. It’s worthy to note that weset our goal before the November election and — combined with the attendance success of WinterInstitute — we are even more hopeful that we can meet and exceed these goals.
Early response and numbers are encouraging. We are pleased that a stellar group of leaders haveagreed to serve as Class Advisors. As you all know, these advisors play a critical role in retainingparticipants and cultivating a high degree of engagement and satisfaction. The Board of Regentscontinues to execute and refine our marketing strategy — both to support retention efforts and tobolster recruitment of first-year participants. Regents will continue to promote Institute throughstate and regional associations and other networks. Southeast Institutes enjoys substantialparticipation from more than a dozen states in the region and, as you know, nothing is morepowerful than a testimonial and solicitation from a trusted colleague from one’s own state or aneighboring state.
We hope that every person reading this report is proud of their respective Institute and believes it tobe the very best. Understandably, we hope you understand the palpable pride that we feel forSoutheast Institute at the University of Georgia -- a program with a long, prestigious tradition. As anative Midwesterner, I can tell you that Southern hospitality is very real and evident in every aspectof Georgia Institute.
As caretakers of this vaunted program, we must balance the success of Institute with the need tocontinually improve our product in the face of our constantly changing profession, communities andpolitical dynamics. As a movement, we must endeavor to continue to improve and find new ways toraise funds to extend this wonderful opportunity to other deserving professionals.
The cornerstone for “Institute for Organization Management” is the worldwide reputation of theUnited States Chamber of Commerce and its talented and responsive staff that works collaborativelywith us in carrying out our roles and responsibilities. Events in our nation and the world attest tothe importance of our work, mission and vision. We pledge our support to the Board of Trustees tomake this program the most effective, valuable and the best it can possibly be.
Submitted by: Rex Hammond, TOM, CCE, MBAChair, Southeast Board of Regents
3
WEST INSTITUTE tuteCHAIRMAN’S REPORT, 2011 SPRING
The attendance goal of West Institute has been set at 101, with 40 first year students. To reach thisgoal, the West Regents will be asked to commit to the following:
• Indentify potential first-year attendees within each of our associations, professional groups,and regional/state consortiums.
• Focus on growing association participation.• Utilize ConnectlN to canvas alumni for help in identifying potential attendees.• Keep in contact with current students throughout the year and send a letter to recent
graduates encouraging them to help recruit a first year attendee.• Contact those potential Institute attendees to explain the program and benefits associated
with Institute.Mentor potential attendees (both first year prospects and those who’ve attended previousyears without completion), by offering to conference call or present to board members.
• Assist organizations in obtaining Institute scholarship information.
West Institute had great feedback/success with the 2010 combined Graduation/Big Bash event atthe Culver City Radisson. We have a plan to accommodate all classes with special seating, keepingthe event elegant for the graduation/dinner portion and livening things up keeping participantsinterested in staying for the dance.
We will be working on ways to improve/enhance the silent and live auctions and have experiencedregents assigned to this task. The entire Board of Regents has answered the call forsponsorship/vendor contacts and that has obviously paid off.
The West Board of Regents is solid and committed to growing this site. We believe our hands-onand welcoming attitude allows participants to feel comfortable and engaged. We welcome attendeefeedback; we are visible and approachable from registration day through the week at breaks, classes,and events. It is our continued goal to create a West Institute learning environment injected withenthusiasm and fun.
Submitted by: Lisa D. Langer, TOMChair, West Board of Regents
4
NORTHEAST INSTITUTECHAIRMAN’S REPORT, 2011 SPRING
The Northeast Board of Regents is a cohesive group of dedicated individuals willing to do what ittakes to make this Institute successful. We strive for attendee satisfaction with the reputation of awell run, organized professional site. The regents and U.S. Chamber staff work very well togetherwith a high level of leadership. The board added a meeting in December to maintain themomentum of the fall meeting, stay focused on our goals, report committee activity, and remain incontact with each other without a long period of time between meetings. It should be noted that theboard successfully selected and approved the 2011 Class Advisors prior to this meeting. This is theearliest this task has been completed and is a testament to the quality of board members.
The following represents the goals established for the 2011 year and the progress year to date:
Our attendance goal is 130 students, with 45 first years. In order to help achieve this goal we haveimplemented two new programs:
• An electronic regent newsletter will be part of additional marketing of NortheastInstitute. The newsletter will be sent to last year’s attendees and alumni. The purpose isto broaden the understanding of the roles and responsibilities of the regents and thevalue of volunteerism beyond Institute graduation, to provide regent biographies, and toprovide site specific information designed to further enhance the appeal to attendNortheast. In the last few years, great improvement has been made to increase regentexposure and the newsletter will be an attempt to further enhance this exposure.
• The second is an outreach program to market to chambers and associations withindriving distance of the Northeast site. Regents will identify organizations they have arelationship with and make a personal contact recruiting attendees for Northeast. Thegoal of this marketing push is to reach out to organizations that are within drivingdistance to Villanova and encourage them to come to Institute. We are hoping thepersonal outreach will be more effective and translate into additional attendees. Inaddition, state chambers and associations also will be contacted.
As far as other strategic goals go, we would like to restructure the Institute Kickoff and Mixer tocreate a better overall experience. Surveys in the last few years indicate improvement is necessary. Anew format will allow attendees a time to decompress from traveling and be prepared for a greatweek at Institute. The Kickoff will remain more formal in order to educate, inform, and motivate. Itwill set the stage for the week. Moving the Mixer to the West Campus should improve attendanceand hold the crowd longer. The new setting will promote enhanced networking and icebreaking.
We would like the Board of Trustees to consider allotting additional marketing dollars to helpovercome date conflicts since Northeast is the only site scheduled against a major national event,ACCE’s annual meeting. Please remember the TOM is the only recognition given by the U.S.Chamber.
Submitted by: John Harris, TOMChair, Northeast Board of Regents
Catherine S. Dority, IOMVice Chair, Northeast Board of Regents
Robert Foulks, IOM, CAE, CPAPast Chair, Northeast Board of Regents
5
ONLiNE TASK FORCE tuteCHAI11AN’s REPORT, 2011 SPRING
Task Force Scope
In the Fall of 2010, Chair James Chavez appointed a task force to evaluate the online learning
environment and its applicability for the Institute program. Appropriately, the task force met live,
virtually on two occasions. We looked at the online, adult learning environment and the various
applications in use through the lens of the Institute program and the recent Learning Studio
recommendations.
Task Force Recommendation
The task force now recommends that Institute move forward in offering some approach to an
online offering. Since further discussion and research is needed, the scope of this recommendation
would set forth a deeper review of options, needs assessment, and feasibility. If so moved, the task
force will expand its evaluation in producing an online offering and return with a list of specific
proposals and an action plan.
Proposed Next Steps for Task Force and Staff
• Survey current attendees, graduates of the program, previous attendees that didn’t finish the
program, and potential attendees about online offerings.
• Research best practices and programs that have implemented online components to their
education offerings.
• Determine curriculum goals for online program via a workgroup comprised of volunteers,
existing faculty, and Institute staff.
• Consider faculty training needs.
• Consider testing and pilot offerings with attendees, potential attendees, and graduates.
• Hold open forum discussions at some summer sites.
Fall 2011
• Task Force will prepare a final recommendation and proposal for the Board of Trustees.
• Board of Trustees will review proposal and make recommendation to the U.S. Chamber of
Commerce.
• U.S. Chamber of Commerce reviews and considers feasibility of the proposal.
Submitted by: Russ Salzman, TOM, CAE
CEO and Executive Vice President
Institute of Real Estate Management
I
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