Membership & Roster Maintenance Officers Training Workshop September 2012 Kevin Shanahan 1.

Membership & Roster Maintenance

Officers’ Training WorkshopSeptember 2012

Kevin Shanahan

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Agenda

1. Membership Promotion

2. Roster Maintenance

3. Questions

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Participating Memberships continue to show steady growth

Participating Membership Growth

24,611 24,

722 24,950

2009 2010 2011

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“Maximizing Stakeholder participation to reflect

the market”

This will add to high quality standards and

market buy-in.

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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

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Determine Focus of Campaign New Work Items

Task Group Activity

Significant revision to an existing standard

Input from Staff Managers and Committee Officers

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Audience for Distribution

Mailing Lists

List Swaps with Trade Associations

Conference Attendees

Symposia Attendees

Meeting Visitors

Personal Invitations

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Formats for Promotional Material

Fact Sheets

Ecards

Invitation Letters

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Additional Strategies

MoU Promotions

International Partnerships

Student Members

One-on-One Engagement

Invite a Colleague

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Team Resources Staff Manager

Member Promotion Manager

Marketing Department

Art Department

Corporate Communications

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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

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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

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Sample New Member Application Notice

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View Pending Members

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Notification to Member

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Pull-down Menu of Membership Report Options

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Roster by Individual

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Producer Wait List

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Balance Report

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Membership Report Provides Information within Date Ranges

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Excel Roster to Sort Information

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Meeting Attendance Roster

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Process for Handling New Member Applications

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Member Application

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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?

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Balance of Interest

Producer

User &GeneralInterest

ASTM

Classified Technical Committees are balanced. No excess influence by any interest group

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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

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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

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Website Tools

Membership Orientation

Invitation to a Colleague

Membership Types & Benefits

Renewing via Website

Value of Membership Video

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Information Tools for Members

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Questions

Kevin Shanahan kshanahan@astm.org

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