Membership Promotion Committee Las Vegas, Nevada MINUTES Library/Communities... · ATTACHMENT A 1 Membership Promotion Committee Chapter Chair Training & Development Subcommittee

MP Minutes, page 1 Last updated 3/2/2011

Membership Promotion Committee

Las Vegas, Nevada Saturday, January, 29, 2011

MINUTES

Members Present Members Present Visitors Isabelle Lavoie, Chair Marites Calad, Region X Cameron Labunski Russell Lavitt, Vice Chair Murdoch MacPherson, Region XI Walid Chakroun Richard Vehlow, Region I Jennifer Isenbeck, Region XII Kevin Marple Cathy Godin Region II Eric Panzo, Region XIII Guy Perreault Bryan Holcomb, Region IV Richie Mittal, Region-at-Large Jack Zarour Doug Fick, Region V Eckhard Groll, DAL Rich Rose Mark Miller, Region VI Ron Jarnagin, Coordinating Officer Richard Bowman Frank Schambach, Region VII Ashley Pruett, Staff Oscar Lavitt Randy Schrecengost, Region VIII Members Absent Gaylen Atkinson, Region IX Roger Jones, Region III

I. Call to Order (Lavoie) 8:12 a.m.

II. Ron Jarnagin and Eckhard Groll both thanked the members of the committee for their hard work and dedication to growing membership. Dr Groll was able to stay for most of the meeting.

III. Approval of Minutes, 2010 Annual Conference in Albuquerque (Lavoie)

Frank Schambach moved to approve the minutes from Albuquerque, New Mexico. Douglas Fick seconded the motion. Vote: Unanimous.

IV. Subcommittee Reports: a. Chapter Chair Training & Development (ATTACHMENT A)

i. CRC Training Participation (APPENDIX 1) ii. Centralized Training Feedback (APPENDIX 2)

iii. RVC Responses to Centralized Training (APPENDIX 3) b. Dues & Applications (ATTACHMENT B)

i. Retention Statistics-Members Receiving Year of Membership from Full Conference Registration Non-Member Fee (APPENDIX 4)

c. Member Communications (ATTACHMENT C) d. Recruitment & Retention (ATTACHMENT D)

i. December 2010 Membership Dashboard (APPENDIX 5) ii. Calling Company Results (APPENDIX 6)


iii. MyASHRAE PURL Results (APPENDIX 7)

V. New Business (Lavoie): a. 2009-2010 Lincoln Bullion Award Vote (ATTACHMENT E)

Isabelle Lavoie moved we approve G Ramesh Kumar as the recipient of the 2009-2010 Lincoln Bullion award. Richie Mittal seconded the motion. Vote: Unanimous.

b. Membership Growth Exercise (ATTACHMENT F) c. PAOE Recommendations (ATTACHMENT G) d. Reasons to Join ASHRAE (Jackins, ATTACHMENT H)

VI. Liaison Reports (Lavoie):

a. Chapter Technology Transfer Committee (Mittal) i. MP Chairs and CTTC Chairs to make program based on the technical topics

needed at respective chapter levels. ii. To promote programs at other related societies to attract members into

ASHRAE. iii. To organize tailor-made program for large companies with help of MP Chair. iv. CCTC acknowledged these points and confirmed that they are already moving

in this direction. b. Electronic Communications Committee (Miller)

i. The ECC committee has been notified the Members Council may approve the application of members could include the ability to state two chapters in the registration of members. This was send forward from chapters through a CRC.

ii. Some RAL are interested in receiving their handbooks through bulk shipping. This will likely be more of a Publication issue. During this discussion, I notified the ECC the MP approved a motion to send the current Handbook with new members, verses waiting for the next version. They appreciated the notification.

iii. The ECC is aware the MP Committee approved the motion to conduct centralized training.

iv. Reported to the ECC the comments from the chapter surveys of the success of e-mail distribution of chapter newsletters, as well as updated websites with current and future meeting information. Chapters use a variety of means to maintain their websites as well as how webmasters develop and maintain them. There are multiple e-mail distribution means, many are free and some are limiting as well as some are effective fee based. Membership depends on these tools for success, so direction from the ECC would be healthy to assist the Chapters with these important tools. There are organizations such as StarChapter, who are contacting chapters to provide many services including e-mail distribution, newsletter development, on-line payment and means to keep information current. One comment of concern with these sources is a chapter was charged a high fee to retain their domain name following a period with an outside service. This will be an action item for the committee.


v. The ECC committee discussed a means to provide more PAOE or Distinguished Service award points for the webmasters. These positions have become a critical role in the communications of the chapters. They were not sure how to promote such recognition, but their Staff will look into it.

c. Student Activities (Holcomb) i. Bryan Holcomb attended the student activities committee meeting. He waited

for 45 minutes and was never introduced or welcomed, and therefore left. He will follow up with them over email.

d. YEA (Lavitt) i. MP, YEA and SA will be beginning a new retention focused action group in

early March 2011.

VII. Major Motions (ATTACHMENT I) VIII. Current Action Items (ATTACHMENT J)

IX. Update on 2010-2011 MBOs (ATTACHMENT K) X. Next Meeting (Lavoie)

Montreal, Canada, June 25-29, 2011 MP will meet Friday, June 24 (8:30a-6p), and Saturday, June 25 (8a-3p), 2011

XI. Adjournment (Lavoie) 12:44 p.m.

ATTACHMENT A

1

Membership Promotion Committee Chapter Chair Training & Development Subcommittee Meeting

Friday, 1/28/2011, (H) Pavilion 1

MINUTES Members Present: Jennifer Isenbeck, Bryan Holcomb, Frank Schambach, Gaylen Atkinson, Mark Miller, Randy Schrecengost, Richie Mittal Others Present: Isabelle Lavoie, Russell Lavitt, Rich Vehlow, Murdoch MacPherson, Marites Calad, Eric Panzo, Doug Fick, Cathy Godin

I. Call to order, Isenbeck 1:06 p.m.

II. Introductions

III. Approval of Minutes Schrecengost moved we approve the minutes. Schambach seconded. Vote: Unanimous.

IV. Action items (below)

V. Old Business a. Training percentages

VI. New Business

a. Overview of centralized training plans i. Poll

ii. Comments b. Centralized training motion will be presented on 1/29/2011

VII. Adjourn

3:45 p.m.

ACTION ITEMS:

# Assigned To Action Date Due Update 1 Lavitt Bring the MCO (Manual

for Chapter Operations) back to life and make it more of a living document.

12/31/2010 Closed.

2 Lavitt, Miller Staff compiled items from survey and

Winter Conference Submit list from Miller and Lavitt

ATTACHMENT A

2

forwarded to Lavitt and Miller to make recommendations for Members Council and the MCO regarding consistent chapter publicity.

to PR staff with note to update MCO section 7 on PR. Add list to February 2011 newsletter as tips.

3 Chair Offer fall training session for RVCs on any questions or concerns they have. Plan for September 2011

9/30/2011 Will depend on centralized training. Session will be offered before CRCs or centralized training.

4 Staff Review the MCO for MP portions and provide recommendations for updates. Ensure YEA is included and highlight anything useful to communicate as a regular segment in the newsletter. Reference MP website in the MCO so the updated information is there.

12/31/2010 Complete.

5 Isenbeck, Lavoie Do an RVC Q&A training session in Las Vegas to answer any questions or concerns not on the agenda. Develop FAQs.

Ongoing. Continue to share the questions and concerns we receive from chairs at CRCs, centralized training and through other communications. Add an FAQ tab to the blog with a running list of these (Knight).

6 Staff Get regional PAOE information and work with PAOE staff to pull together a “regional officers PAOE quick


ATTACHMENT A

3

training.” Address and other RVC training items that may be covered at Regional level, specifically for new incoming RVCs.

7 Staff Look into mini recordings of training modules that can be done and placed on You Tube.

3/31/2011 Staff to talk to Rosy Douglas about webcast and Tech Talk recording technologies.

8 Lavitt, Lavoie Develop a motion to present to committee in Las Vegas for vote regarding centralized training. Pass around before Las Vegas for feedback.

11/30/2010 Was shared on 1/28/2011. Will be presented 1/29/2011.

NEW All RVCs Take an informal poll on why MP chairs in your region did not attend training or send a representative. Send results to staff to compile for full committee.

3/31/2011

NEW Staff Create a new survey on what MP Chairs want to learn prior to the CRC for spring CRCs. Send to chairs and RVCs to forward. Do the same for fall 2011 CRCs.

2/28/2011 (spring) 6/30/2011 (fall)

Send quick email and forward responses to RVCs. Send to as many current and 11-12 chairs as possible. Work with RVCs and chapter presidents/elects on getting names if CIQs are not complete.

NEW All Continue to review chapter publicity list and ensure MCO section 7 is updated to reflect

Ongoing.

ATTACHMENT A

4

today’s best PR practices.

APPENDIX 1

Comparison of 2009 & 2010 MP Chapter Chair CRC Attendance Below is reported attendance by incoming MP Chairs at 2009 and 2010 MP CRC Workshops. In 2010, Centralized Training was included. The data is compiled from CRC Workshop Sign-In Sheets and CIQs.

Region 2009 - % of Incoming MP

Chairs

2010 - % of Incoming MP

Chairs Region I 7 of 15 (47%) 7 of 15 (%)

Region II 7 of 9 (78%) 9 of 9 (%)

Region III 7 of 12 (58%) 11 of 12 (%)

Region IV 4 of 7 (57%) 7 of 7 (%)

Region V 4 of 13 (31%) 6 of 13 (%)

Region VI 2 of 12 (17%) 3 of 11 (%)

Region VII 13 of 13 (100%) 4 of 13 (%)

Region VIII 2 of 15 (13%) 5 of 15 (%)

Region IX 7 of 13 (54%) 7 of 13 (%)

Region X 3 of 14 (21%) 7 of 14 (%)

Region XI 5 of 12 (42%) 4 of 12 (%)

Region XII 10 of 11 (91%) 7 of 10 (%)

Region XIII 5 of 7 (71%) 7 of 7 (%)

RAL 8 of 18 (44%) 13 of 23 (%)

Total 84 (49%)

171

97 (56%)

174

APPENDIX 2 Membership Promotion: Centralized Training Responses

1

Person Issue Comment Response Follow Up Fulk Training Sessions Bilingual availability

or not appropriate for MP Chairs that speak little English

Evaluate non-English speaking MP chairs and countries for applicability for centralized or offer sessions that host several Spanish speaking countries with Spanish speaking trainers

Fulk Returning MP Chairs

Not cost effective to send returning MP chairs over and over, consider sending chapter MP committee members or other BOG

Protocol and incorporate into PAOE pts

Fulk MP Chair or Representative unable to make centralized training or CRC

Can alternate training be provided? Web

Many training sessions are on MP Blog or given on disk.

Potential less involvement at CRC

Without PAOE and transportation cost support, MP chair attendance at CRC will drop

Offer MP training at CRC for MP chair and committee , BOG and other interested parties for expanded coverage as well as focus on Regional MP goals, concerns.

Hanegan (via Binder)

Measure of success and validity

There is not a statistical measure as it pertains to Membership Promotion and goals (growth, retention and advancement). Centralized Training is too new to have data to judge success. Would like some benchmark data.


Development of Leaders and team building at

Offer video, trainers, etc. from centralized training to better

APPENDIX 2 Membership Promotion: Centralized Training Responses

2

CRC is diminished improve MP training at CRC


Development of Leaders and team building at CRC is diminished

Is there any correlation between RP centralized training and diminished role of RP chairs within chapter and regional leadership (are RP chairs less active due to not attending CRC as a group).

Weaver/Conlan (Reg. XII)

CRC Attendance Diminished value and attendance at CRC. Does not allow MP chairs the opportunity to learn more about the business of ASHRAE. Namely because their attendance would be self or chapter funded

Weaver/Conlan Reward to Attend CRC with other Chapter Officers

Funded trip to CRC is felt as a reward for being a MP Committee Chair. Enjoys the opportunity to network within the Region

Weaver Centralized Training for 1st Timers only

Considered that only 1st timers attend centralized.

Possibility – however one aspect of returning MP chairs at Centralized is the benefit of their experience.

APPENDIX 3

Centralized Training ResponsesRVC Comment Training method

RVC Region

I Rich Vehlow Mixed Against

With provisions, they might support it pending CRC workshop continuing as supplemental training CRC

II Cathy Godin Against Against CRC

III Roger Jones For For Hope to continue using CRC for brainstorming. CentralizedIV Bryan Holcomb For For CentralizedV Doug Fick Mixed Mixed Not much response from DRC/ARC CentralizedVI Mark Miller For For RVCs and DRC in favor of it. CentralizedVII Frank Schambach Against Against CRC

VIII Randy Schrecengost For MixedAllow both, worried about dropped CRC attendence CRC

IX Gaylen Atkinson For For Hope to continue using CRC for brainstorming. Centralized

X Marites Calad For MixedAllow both, worried about dropped CRC attendence Centralized

XI Murdoch MacPherson Leaning forward Leaning forwardFeedback from Hanegan was not positive for centralized CRC

XII Jennifer Isenbeck For Against

RVC supportive. Travel Issues (time req'd). Concerns regarding language & communication. CRC

XIII Eric Panzo CRCRAL Richie Mittal CRC

For/Against

ATTACHMENT B

1

Membership Promotion Committee Dues & Applications Subcommittee Meeting


MINUTES

Members Present: Eric Panzo, Frank Schambach, Gaylen Atkinson, Jennifer Isenbeck, Marites Calad, Murdoch MacPherson Members Absent: Roger Jones, Chair Others Present: Rich Vehlow, Russell Lavitt, Isabelle Lavoie, Lane Jackins, Richie Mittal, Richard Bowman, Randy Schrecengost, Doug Fick, Bryan Holcomb, Mark Miller, Cathy Godin

I. Call to order, Lavitt 3:46 p.m.

II. Introductions

III. Approval of Minutes Schambach moved to approve the minutes. MacPherson seconded. Vote: Unanimous.

IV. Action Items (below)

V. Old Business a. Update on membership (Dashboard) b. Update on developing economies memberships

i. As of December 31, 2010, there were 1,039 participating ii. 811 paid

iii. 228 unpaid c. Admissions and advancements update

VI. New Business

a. Referral from Members Council i. #17: To refer Motion 24 to the Membership Promotion Committee to

investigate if students in developing economies should have the same benefit of the discounted dues rate as we do now for the members in those countries.

ii. Motion 24 (10/24/10) – Nigeria Chapter: That student registration fees be given a concession to pay low rate. Background: The students in Nigeria cannot afford the current rate due to the economical situation in the country. We believe this would help in the encouragement of the student membership growth and establishment of our student branches over the countries geographical spread. Fiscal Impact: Unknown.

ATTACHMENT B

2

VII. Adjourn 4:20 p.m.

ACTION ITEMS:

# Assigned To Action Date Due Status 1 Staff Identify 7,000 associates who

have twelve years of membership or more. Send email about advancement and send lists to chapters.

6/30/2010 See AI #5 below.

2 Staff, membership and web

When non-members purchase products, courses, etc. from ASHRAE, can a popup be produced at the end of the transaction encouraging them to join ASHRAE? Check with SMACNA – the offer non-members 30 days to be reimbursed for the member/non-member price if they join SMACNA.

4/30/2011 We are currently working on some two way communications regarding the new bookstore and ASHRAE.org. Will continue to follow up on this as the new website is developed and implemented. We are currently showing non-members the member vs. non-member price.

3 Staff Produce a report of non-members by chapter and send to chapters so they can use for recruitment.

2/28/2011 Non-members do not have a chapter association unless they were a former member. We could attempt this project, but there are bound to be some errors because not all of our chapter boundaries are straight forward. Staff will talk to Roxanne Jackson in IT about options.

4 Staff Investigate purchasing lists from other organizations for membership recruitment.

12/31/2010

IFMA, ASPE and USGBC outreach campaigns are in progress. IFMA and ASPE will be hard mailings, and USGBC can be an email only. Approval has been difficult with ASPE.

5 Staff, Pruett & Knight

Send email to all associates who have been members for over 12 years about advancing, ten benefits of advancing, and

12/31/2010

Email will be sent in early April 2011. Because this is not essential ASHRAE business, we have been encouraged to send

ATTACHMENT B

3

how to do it. See old item #1. after the conference and the dues 2012 initial sending, and before the ballot. Will be completed by Colleen Knight.

6 Staff Forward subcommittee the resolution of the Region XIII motion regarding new members paying chapter dues.

11/30/2010

Complete.

NEW Staff Contact NCEES and NSPE about their members who are in ASHRAE careers and not members.

3/31/2011

ASHRAE Conference Retention(Members Receiving Free Year of Membership From Full Non-Member Conference Fee)

APPENDIX 4

Event Joined Retained Percentage Retained

New York (Jan. 08) 35 31 88.57%

Salt Lake City (Jun. 08) 10 8 80.00%

Chicago (Jan. 09) 30 23 76.67%

Louisville (Jun. 09) 20 12 60.00%

Orlando (Jan. 10) 31 28 90.32%

Albuquerque (Jun. 10) 23 21 91.30%

ATTACHMENT C

1

Membership Promotion Committee Member Communications Subcommittee Meeting


MINUTES

Members Present: Doug Fick, Bryan Holcomb, Cathy Godin, Eric Panzo, Randy Schrecengost, Richie Mittal, Rich Vehlow Members Absent: Others Present: Murdoch MacPherson, Lane Jackins, Marites Calad, Richard Bowman, Mark Miller, Isabelle Lavoie, Russell Lavitt, Frank Schambach

I. Call to order, Fick 8:30 a.m.

II. Introductions

III. Approval of Minutes Schrecengost moved to approve the minutes, Holcomb seconded. Vote: 6-0-1.

IV. Items (below)

V. Old Business

VI. New Business

VII. Adjourn

9:44 a.m.

ACTION ITEMS:

# Assigned To Action Date Due Status 1 Staff Continue to add updates

on the FB page for MP. Push information from fan page out to members of page via updates and events tabs.

Ongoing Ongoing, traffic has significantly increased. Site membership was less than 100 in Albuquerque, and is presently 160.

2 Staff Look into Scan Life as a way to spread FB by use at Society conferences.

9/30/2010 Complete.

ATTACHMENT C

2

Membership:

Join:

3 RVCs Submit ideas for a recognition program for chairs that are doing great work for MP for discussion at the Winter Conference.

1/29/2011 IDEAS: • Add a ribbon for

chapters who meet goal for the chapter award banner.

• An award for best recruiter or best retainer.

• Have each region try doing something internally as a test.

• Do more recognition on the website for award winners.

4 Staff Send October 2010 newsletter to all MP Chairs.


5 All, Staff Send bi-monthly tips on Wednesdays to all MP Chairs. Two to three sentence tips that will help them do their jobs.

Ongoing Ongoing.

6 Staff Send December 2010 newsletter to all MP Chairs.

By 12/31/2010 Complete.

7 Chapters, RVCs Submit best practices with photos from chapters for newsletters.

Ongoing. Ongoing.

8 Staff Create signs with Scan Life codes for the membership desk and possibly in other meeting locations to test


ATTACHMENT C

3

this option. Possibly put them on business cards.

9 Fick, Lavitt, Lavoie Adjust PAOE to reflect new membership goals so it can be communicated in that way as well.

11/30/2010 TBD by 1/29/2011.

10 Bowman Send staff the PAOE percentages from last year to show them what lines of PAOE are effective for 11-12 recommendations. Staff send to MPC.


NEW All Share the MP Fan Page with your ASHRAE friends in your FB account.

3/31/2011

NEW Staff Talk with PR and Kellen regarding social networking platforms. Are there others out there we should be using?

3/31/2011

NEW Staff Review potential for Scan Life (including risks), and decide how MPC will continue using it.

4/30/2011

NEW Staff Annually promote all of the red, blue, green (and any other new awards) winners on the website by listing the names of the winners and the chapter for better recognition. Add to ASHRAE.org and blog.

8/31/2011

NEW Lavitt Facilitate brainstorming session that will also assist with developing new ideas for recognition.

1/29/2011 Complete.

ATTACHMENT C

4

NEW Staff Copy RVC on any communication with their chairs. Ensure Colleen Knight does the same.

Ongoing.

NEW Godin Submit one chapter highlight to staff for February 2011 newsletter.

2/25/2011

NEW Staff Send February 2011 newsletter to all MP Chairs.

2/28/2011

NEW Calad Submit one chapter highlight to staff for March 2011 newsletter.

3/25/2011

NEW Staff Send March 2011 newsletter to all MP Chairs.

3/31/2011

NEW Fick Schedule spring conference call meeting.

Schedule for early April.

ATTACHMENT D

Membership Promotion Committee Recruitment & Retention Subcommittee Meeting


MINUTES Members present: Cathy Godin, Doug Fick, Marites Calad, Mark Miller, Murdoch MacPherson, Rich Vehlow Members absent: Roger Jones Others present: Isabelle Lavoie, Russell Lavitt, Richie Mittal, Eric Panzo, Richard Bowman, Randy Schrecengost, Frank Schambach, Bryan Holcomb, Lane Jackins, Kevin Marple, Random Bird, Gaylen Atkinson, Nicolas Lemire

I. Call to order, Godin 10:23 a.m.

II. Introductions

III. Approval of Minutes Fick motioned to approve the minutes. Miller seconded. Vote: Unanimous.

IV. Action Items (below)

V. Old Business a. Update on the PURLs program b. Update on the Comnet, the calling campaign vendor

i. Results ii. Code explanations

VI. New Business

a. Affinity Marketing Group review and decision i. Offerings

ii. Recommendation from staff iii. Motion

VII. Adjourn

11:08 a.m.

ACTION ITEMS:

# Assigned to Action Date Due Status

1 RVCs, Staff reminders

Encourage MP chairs to work with local publicity chairs to help promote ASHRAE to the

9/30/2010 Completed list and PPT slide for recruitment presentation (blog) will be shared with MP

ATTACHMENT D

public. Add a slide to CRC resources a note of mention. Cite location in the MCO.

constituents and PR staff.

2 Calad, Isenbeck, Jones

Work to recognize and enthuse chapter chairs by rewarding them for their efforts.

7/31/2010 Will be covered in brainstorming on 1/29/2011. Closed.

3 Isenbeck Brainstorm ways to promote ASHRAE membership at non-ASHRAE events (e.g. chapter has an ASHRAE table/booth at a local USGBC meeting). Look at chapter operations PAOE and work with Miller and Lavitt to come through with recommendations for 11-12.

7/31/2010 Ongoing. Isabelle mentioned inclusion of these concepts in her MBOs regarding chapter programs that appeal to more audiences than just ASHRAE, and chapter opportunities for recruitment. Lavitt will present concept of adding PAOE points for collaborative programs with other associations in support of Engineers Week.

4 Lavitt, Lavoie Respond to PEC with updates from their response to our motions.

5/31/2011

5 Staff Track full meeting registrants who are given a single year’s membership in terms of retention.

Ongoing. Results. Complete.

6 All Send choices for the affinity program to staff.

11/5/2010 Complete.

7 Staff Get a list of current clients from Affinity Marketing Group.

11/5/2010 Complete.

8 All Send staff ideas for activities for the new member mixer in Las Vegas.


NEW Staff Tell chapters the new members that joined from the conference full registration (free year of membership) – send a final report to them once we are no longer processing these.

3/31/2011

NEW Knight Continue to pursue affinity benefits outside North America.

Ongoing.

TOTAL MEMBERS: 51,980

Membership Growth: 748 Cancelled Members: 1,198 Cancelled Students: 120

Net Change: (570)

Previous Month: 52,550

Current Month

Previous Month Delta Year Ago Delta

12 Month Average Delta Dues Income

Full Members ($180) 20,342 20,101 241 20,591 (249) 19,999 343 $3,661,560Associate ($180) 16,022 15,852 170 15,872 150 15,714 308 $2,883,960Affiliate (avg. $70) 578 584 (6) 702 (124) 611 (33) $40,460Student ($20) 4,319 4,254 65 4,332 (13) 4,371 (52) $86,380Retired ($20) 283 276 7 291 (8) 272 11 $5,660Developing Economy ($90) 811 809 2 673 138 802 9 $72,990Life ($0) 4,164 4,183 (19) 4,045 119 4,137 27 $0

Total Full Members: 2009, 2010, 2011

December 31 Membership Dashboard (12/31/2010 Data)At A Glance…

39,51339,566

38,500

39,000

39,500

40,000

40,500

41,000

Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun2008-2009 2009-2010 2010-2011

39,461

A B

C

Life ($0) 4,164 4,183 (19) 4,045 119 4,137 27 $0Current Members 46,519 46,059 460 46,506 13 45,906 613 $6,751,010Delinquent Members 3,465 4,643 (1,178) 3,335 130 4,564 (1,099)Delinquent Students 1,996 1,848 148 1,791 205 1,806 190Total Members 51,980 52,550 (570) 51,632 348 52,276 (296)

Consulting Engineer 16,893 Canada 4727/502 Malaysia 266/102Students 5,675 India 678/257 Pakistan 234/95 82% U.S./Can. 42,842Contractors 5,119 Hong Kong 682/69 Singapore 259/30Manufacturers 4,161 UK 642/78 Philippines 235/41 18% Global 9,138Manufacturer's Rep 3,320 UAE 402/65 Mexico 208/53Other 3,175 Australia 382/21 Lebanon 129/77 TOTAL 51,980Gov't, Health, Education 2,899Architectural/AE 2,569 Region I 5,604 Region IX 3,303Design Build 2,559 Region II 3,413 Region X 4,254Industrial Facility 806 Region III 4,806 Region XI 3,581Utility 779 Region IV 2,717 Region XII 2,664Sales Engineering 758 Region V 3,162 Region XIII 3,065Educational Institution 752 Region VI 4,485 RAL 5,175Distributor 667 Region VII 2,011 Other 61Commercial Facility 604 Region VIII 3,679 Total 51,980Property Managers 603 Top RegionsAssociation 348Research Institution 281 % Gain YTD: Region XIII 0.99%Library 12 # Gain YTD: Region XIII 30

51 980

Industry Classification Top Countries (total mem paid and unpaid) Geographic Distribution

Total Region Members Yearly: Total, $180 Members

39,51339,566

38,500

39,000

39,500

40,000

40,500

41,000


39,461

51,980

39,461

38,00040,00042,00044,00046,00048,00050,00052,00054,00056,00058,00060,000

A B

C

D E F

G H

TOTAL 51,980

39,51339,566

38,500

39,000

39,500

40,000

40,500

41,000


39,461

51,980

39,461

38,00040,00042,00044,00046,00048,00050,00052,00054,00056,00058,00060,000

A B

C

D E F

G H

APPENDIX 5

Membership Dashboard Legend A Net growth: the total number of members compared to last month to include new

members and cancellations B The total number of paid and unpaid members in the $180 dues category (Member &

Associate) for the last three years by month C The total number of paid members in each dues category for this month, last month,

one year ago, and as a 12‐month average, to include overall delinquents D The total number of paid and unpaid members in each industry area E Top membership countries in ASHRAE to include the total number of paid and unpaid

members and students outside the USA F Total membership comparison of North America versus international G The total number of paid and unpaid members and students in each region, to

include largest regional percentage and number growth H The total number of all members versus the total number of $180 paid and unpaid

members for the last nine years (at the end of the fiscal year <6/30> for 2002‐2010, and YTD for 2011)

APPENDIX 5

COMNET PRODUCTION REPORT FOR

CallableRecords

Received HOURS TOTAL $ $ CREDIT#NON

RATETOTL CC #CC REF PUR AO VM CONT%CONV

COST%PURRATE

ASHRAE

Records TOTAL %CCROIPROGRAM

PROGRAM RESULTS FROM 1/1/10 THRU 12/31/10

ASHRAE-NOV 1209 576 552 24.8562 $11,137.65 $4,411.43 53 31 22 35 8 11 66 165$1,002.18

12/14/2009

60.23%4.62%

87.50%

41.51%$11.11

Started And Stopped 1/19/2010

ASHRAE-DEC 0110 651 613 74.3884 $41,613.16 $18,783.63 199 113 86 169 48 41 56 465$2,993.08

1/7/2010

54.08%9.36%

83.69%

43.22%$13.90


ASHRAE-JAN 0210 711 636 56.7535 $33,444.16 $17,191.01 162 82 80 148 63 64 0 374$2,476.69

2/10/2010

52.26%14.42%

68.71%

49.38%$13.50


ASHRAE-JAN-FEB 0310 1050 786 73.9340 $43,312.30 $18,780.01 206 123 83 185 88 35 0 426$2,858.26

3/24/2010

52.69%17.12%

65.39%

40.29%$15.15


ASHRAE-MAR 0410 717 708 75.9136 $48,028.00 $23,939.45 227 117 110 152 65 65 120 564$2,934.10

4/20/2010

59.89%10.33%

88.84%

48.46%$16.37


ASHRAE-APR 0510 586 583 70.0247 $38,219.33 $15,097.88 186 113 73 135 57 55 66 442$2,713.63

5/27/2010

57.94%11.42%

85.59%

39.25%$14.08


ASHRAE-JUN 0710 4223 3617 405.0989 $263,114.77 $137,764.69 1158 576 582 816 332 431 324 2729$15,762.31

7/16/2010

58.66%10.85%

84.63%

50.26%$16.69


ASHRAE-AL+ 0810 674 664 43.2727 $7,286.25 $4,306.25 30 11 19 126 264 2 0 158$1,248.97

8/16/2010

19.23%62.56%

63.55%

63.33%$5.83


ASHRAE-AL 0810 3681 3543 288.5126 $66,262.71 $37,433.13 270 127 143 936 1077 18 0 1224$8,299.41

8/16/2010

22.39%46.81%

64.94%

52.96%$7.98


ASHRAE-JUL 0910 520 509 61.2199 $34,130.70 $17,561.21 154 77 77 124 68 36 70 384$2,418.70

9/7/2010

55.40%15.04%

88.80%

50.00%$14.11


ASHRAE-AUG 0910 495 488 51.7164 $33,385.08 $12,727.54 149 96 53 113 54 36 65 363$2,035.14

10/5/2010

56.87%12.95%

85.45%

35.57%$16.40


ASHRAE-SEP 1110 634 627 66.2957 $41,629.90 $21,343.06 186 94 92 154 79 36 56 432$2,590.78

11/5/2010

54.71%15.46%

81.50%

49.46%$16.07


ASHRAE-OCT 1210 651 646 76.8432 $42,411.94 $19,590.70 195 103 92 179 59 41 0 415$2,998.86

12/3/2010

52.14%12.45%

82.82%

47.18%$14.14


ASHRAE-JUN-CANCEL 1210 1011 722 68.1196 $11,447.10 $8,659.12 51 13 38 238 54 27 0 316$2,617.52

12/16/2010

17.65%14.59%

76.59%

74.51%$4.37


ASHRAE-NOV 1210 583 576 38.8291 $26,070.70 $11,109.21 123 70 53 105 49 34 0 262$1,519.39

12/21/2010

53.95%15.76%

68.40%

43.09%$17.16

Started And is Still Running

APPENDIX 6

COMNET PRODUCTION REPORT FOR

CallableRecords

Received HOURS TOTAL $ $ CREDIT#NON

RATETOTL CC #CC REF PUR AO VM CONT%CONV

COST%PURRATE

ASHRAE

Records TOTAL %CCROIPROGRAM

PROGRAM RESULTS FROM 1/1/10 THRU 12/31/10

1527016763 1475.7785 $741,493.75 $368,698.32 3349 16031746 3615 2365 932 823 8719 21.34%TOTAL 48.09%$54,469.01 47.87%$13.61

AVERAGE PER PROGRAM 10181118 98.3852 $49,432.92 $24,579.89 223 10714 241 158 62 55 581$3,631.27 $13.61 21.34% 48.09% 47.87%

Note: This report does not include Survey Miscellaneous programs.

3349 1746 8719 48.09%21.34% 47.87%16763 15270 1475.7785 $741,493.75 $368,698.32 1603 3615 2365 932 823$54,469.01 $13.61

CLIENT TOTALS FROM 1/1/2010 THRU 12/31/2010

APPENDIX 6

ASHRAE MiDIS Program Preliminary Report for 2010, APPENDIX 7

ASHRAE MiDIS Program Preliminary Report for 2010, 1

ASHRAE’s MiDIS Program – 2010 Preliminary Report Highlights

Brief Background on the MiDIS Program ASHRAE’s membership team engaged members with an innovative, award-winning program called MiDIS (Membership Information and Demographics Intelligence System) that better aligns ASHRAE’s member benefits with the diverse interests of members based on their demographics. Members visit personalized micro portals (PURLs) that are powered by the MiDIS system where it displays benefits and content of interest to them. In 2009, ASHRAE initiated this program for members within the first five years of membership and based on the program’s success, MiDIS was rolled out to all members in 2010. MiDIS provides a succinct, highly targeted form of member engagement with the goal of connecting people directly to valued resources. 2010 Campaign Time Frame MiDIS PURLs were updated seven times from March 1, 2010 to January 18, 2011. Each update is called a release and each release highlights a variety of targeted content including unique member status content. Top-Line Results and Control Group Comparison Approximately 26,400 members and prospects interacted with MiDIS during 2010. This group was then compared to a similar group of 26,400 members and prospects who DID NOT interact with MiDIS.

Overall Revenue Highlights • Those who DID interact with MiDIS also accounted for $5.06 million in overall transactions. • Those who DID NOT interact with MiDIS only accounted for $3.8 million in overall transactions. • The MiDIS group accounted for 33% more revenue than the non-MiDIS control group.

Membership Renewal Highlights • Those who DID interact with MiDIS also accounted for 16,293 renewal transactions. • Those who DID NOT interact with MiDIS only accounted for 13,920 renewal transactions. • The MiDIS group accounted for 17% more renewals than the non-MiDIS group.

Non-Dues Revenue Highlights • Those who DID interact with MiDIS accounted for $1.8 million in overall transactions. • Those who DID NOT interact with MiDIS only accounted for $807,000 in overall transactions. • The MiDIS group accounted for 123% more non-dues revenue than the non-MiDIS group.

Other Notable Highlights • 4,033 membership renewal or join transactions correspond to MiDIS activity where people clicked on

specific membership renewal content. • 1,082 members in lapsed status who interacted with MiDIS also rejoined. • Of the 4,300 prospects that interacted with MiDIS, 1,055 also made a purchase: a 24% response. • Included with these purchases were 290 prospects that joined: a 6.7% return on new members.

Corollary Highlight on Membership Renewals The number of members or prospects that renewed or joined – who specifically clicked on membership renewal content in their PURLs – accounted for $795,000. While these people may have intended to renew or join notwithstanding MiDIS interaction, this level of success measurement mapped to like-kind activity provides strong corollary evidence that engaging people with MiDIS is positive for ASHRAE. Return on Investment (ROI) In 2010, it cost ASHRAE approximately $15,000 in out-of-pocket costs to maintain the MiDIS program, including incremental updates to the micro portals. Outside of the overall revenue that can be tied to members who interacted with MiDIS, we specifically know that people who interacted with MiDIS by clicking on specific membership renewal content and join content also transacted $795,000 in membership renewals. The bulk of development cost for MiDIS was incurred in 2009 and the program more than paid for itself during the first phase. In 2010, MiDIS costs were specific to ongoing program management and maintenance along with incremental upgrades.

ASHRAE MiDIS Program Preliminary Report for 2010, APPENDIX 7

ASHRAE MiDIS Program Preliminary Report for 2010, 2

Overall Traffic Highlights

• 51% of members and 31% of prospects interacted with MiDIS. • They accounted for 70,254 visits to their respective micro portals throughout the year. • Micro portals were visited every day of the year, with spikes corresponding to the reminder emails

announcing that the ASHRAE micro portals had been updated.

Total Universe Number of People Who Interacted with MiDIS

% of MiDIS Interaction

Total 57,400 26,400 46.0% Members 43,600 22,100 50.7% Prospects 13,800 4,300 31.2%

Summary Analysis While MiDIS does not claim to be the sole cause of a person taking action, the data illustrates that MiDIS may be a solid catalyst for those who engage with it and a measurable complement to existing traditional ASHRAE marketing promotions. The ASHRAE membership team implemented MiDIS based on a “rising tide lifts all boats” goal to bridge the gap between all of ASHRAE’s benefits and products and the members who are trying to easily connect with them. The comparative results overwhelmingly show that those engaged with MiDIS take more action than those not engaged with MiDIS. Three comparative analyses over different time spans have been conducted and the results are consistent across each. When people are engaged by MiDIS, it means they are connecting directly to what interests them while respecting their time. This ultimately reinforces member value and action. While approximately half of ASHRAE’s members have visited their MiDIS PURLs, the membership team will continue to work on further engaging those who have not yet participated. Tabulation Notes:

I. Comparison of certain segments, like prospects and lapsed members, can change over time due to changes in their status. As such, most comparisons are limited to active member figures only in aggregate.

II. Individual members can be responsible for renewing multiple members. Where appropriate, renewal tabulations are based on the total number of recorded renewal transactions.

III. Corollary action is defined as someone clicking on content and also making a purchase of products related to that content.

01,0002,0003,0004,0005,0006,000

Daily MiDIS Visitation Activity at the Micro Portals

ATTACHMENT E

ATTACHMENT E

ATTACHMENT E

ATTACHMENT E

Basic Data1aMr Ramesh G Kumar ASHRAE# 8102461

Home PrimaryPrimaryBusiness

Mr Ramesh G KumarEta Engineering Pvt LtdEta House B-36 4th CrossDyavasandra Industrial Estate Whitefield RoadBangalore 560048INDIA

Yes

918041802355 (Fax) Yes

09845286402 (Business) No No

918041802304 (Business) Yes No

[email protected] (business) Yes

Birthday Date Bio Revised

02/10/1964 09/07/2010

Membership Information1bOriginal Election Date Current Grade Date Chapter Membership

08/01/2007 Member 07/13/2007 SOUTH INDIA

Grade Start Date End Date

Membership History

Member 07/13/2007

Educational Record2

Institution Degree DateCourse

Madras University B Com B.Com and DMM (Diploma in Material Management)

Professional Registrations3

ASHRAE Individual Bio ReportKumar Ramesh G - Page 1 of 6

ATTACHMENT E

Professional Experience4Employer Title From To Job Focus / DescriptionETA ENGINEERING PVT LTD, BANGALORE KARNATAKA, INDIA

DEPARTMENT HEAD 02/05/1996 SALES / PRODUCT SALES HEAD KARNATAKA, INDIA - MARKETING ETA MAKE AIR-COOLED SCROLL CHILLERS, AIR HANDLING UNITS, FAN COIL UNITS, DX CASSETTE UNITS, CHILLED WATER CASSETTE UNITS, DUCTABLE SPLIT UNITS, FLOOR MOUNTED PACKAGE UNITS, ROOF TOP UNITS, SPLIT ACS AND VRF DIGITAL AND INVERTOR TYPE. ALSO HEADING PURCHASE ACTIVITIES FOR BUYING RAW MATERIALS PERTAINING HVAC JOBS WHICH HANDLING BY ETA ANUAL TARGET OF 150 CRORE BANGALORE BRANCH

ETA ENGINEERING PRIVATE LIMITED, ABU DHABI, UAE

CORPORATE OFFICER 02/05/1990 01/05/1996 BUSINESS MANAGEMENT / CORPORATE OFFICE ASSISTING SR.GENERAL MANAGER AT ETA ENGINEERING ABUDHABI, UAE FOR BUSINESS DEVELOPMENTS, SALES, ADMINSTRATION, ETC.,

Society Participation5a


ATTACHMENT E

Chapter & Region5b

Chapter/Region Position From To

Chapter Officer, Committee Chairs, and Board of Governors Positions Held - Society Entered Data

SOUTH INDIA Membership Promotion 07/01/2010 07/31/2011

SOUTH INDIA Membership Promotion 07/01/2009 07/31/2010

SOUTH INDIA Board of Governors 07/01/2009 06/30/2010

SOUTH INDIA Alternate 07/01/2008 06/30/2009

SOUTH INDIA Historian 07/01/2008 06/30/2009

SOUTH INDIA Board of Governors 07/01/2008 06/30/2009

SOUTH INDIA Administrator 07/01/2008 06/30/2009

SOUTH INDIA Administrator 01/08/2008 06/30/2008

Activity Position From To

Additional Committee Participation - Member Entered Data

Attended workshop at CRC Lisbon - Membership PromotionAttended workshop at CRC Lisbon - Research Promotion

Member - Membership Promotion & Member - Reserach promotion

10/14/2008 10/14/2008

Attended CRC @ Kuwait Chairman Membership promotion

ATTENDING CRC AT CAIRO AND MAKING HISTORY DETAILS AT CAIRO

CHAIRMAN MEMBERSHIP PROMOTION

Activity Position From To

Additional Region & Chapter Committee Participation - Member Entered Data

Attended CRC at Lisbon Alternate 10/11/2008 10/15/2008

CO-ORDINATOR FOR CRC 2009 & 2010 AND ANY PROGRAME AT CHAPTER LEVEL CO-ORDINATION BETWEEN BOG MEMBERS AND DELEGATES

CO-ORDINATOR FOR CRC 2009 & 2010

Technical/Standards5c

ASHRAE Meeting Activities5d


ATTACHMENT E

Other ASHRAE Meeting Activities (Speaker, Lecturer, etc.)5eEvent Role Date

5/7/08-AGBM @ Chennai26/7/08-BOG Meeting @ chennai2/8/08 - BOG Meeting@ chennai5/9/08 - BOG Meeting @ Bangalore27/9/08 - Coordination meeting @ delhi chapter3/10/08 - CRC Action Committe mee

Alternate, Chair - Historian, Adminstrator, Member - Membership Promotion & Research Promotion

Attended CRC @ Kuwait 2009, workshop for membership promotion and technical seminars

Membership Promotion chairman

ALL CHAPTER LEVEL MEETINGS CO-ORDINATOR TO BRING ALL BOG MEMBERS FOR 100% ATTENDENCE, ANY PROGRAM, TECHNICAL SEMINAR OR WORKSHOP UNDERSINGED WILL BE CO-ORDINATING BRINGING DELEGATES

POST CRC MEETING HELD AT BANGALORE on 22/10/08 Adminstrator, Historian

Membership and Activities In Other Societies Or Trade Associations

6

Name Grade YearsAcrex 2008, Bangalore India Chairman - Venue 2008

Indian Soc of Htg Refrig & A/C Engineers Chairman - South - Membership Promotion

2008-09

Indian Soc of Htg Refrig & A/C Engineers President Elect 2008-09

Indian Soc of Htg Refrig & A/C Engineers NATIONAL SECREATRY - ISHRAE HEAD QUARTER

2010-2011

Indian Soc of Htg Refrig & A/C Engineers ADVISOR FOR ISHRAE BANGALORE CHAPTER

2009-2010

Ishrae Institute of Excellence Trustee 2008-09

Broad and Technical Interests7Technical Areas of InterestBroad Areas of Interest

INDUSTRIAL AIR CONDITIONING PIPES, VALVES, FITTINGS

SMART BLDG SYSTEMS AIR CONDITIONING EQUIPMENT OVER 200 TONS

BLDG MATERIALS & BLDG ENVELOPE PERFORM INSULATION

ASHRAE Awards8a

Honorary Societies, Citations & Awards8b

Publications9

Patents10


ATTACHMENT E

Projects11Name Year Role SignificanceCisco ventilation, Tanglin IT Campus, GSTAAD hotels, BMTC, Prestige Next Edge, Yahoor India, IBM, Prestige Alpha

2009 Purchase Manager

Procrured main equipment like chillers, pumps, VAV's, PAC's, etc.,

ICICI Bank 2009 project procrument

New Assignment of Package Division 2009 Package Division - Marketing, Execution and Handling Projects

Our company assigned additional responsibility of PAD division comprise of ductable split units, package units, Roof Top Units, VRF marketing, execution, servicing

Burjuman Centre - Dubai, Texas Instruments, Verifone, Intel, Astra Zeneca, Biocon, Pritech-I &II, Cisco, Honeywell, Forum mall, GE ITC, AOL, Wipro, JP Morgan, Medreich Sterilab, airtel Data Centre, Verifone, Warner Lambert, UB City, Prestige Tech park, Manyata Campus, Goldman sachs, Vakil Housing, Sapient, ABN Amro, HP Global, Bhoruka Tech Park

1990-2008 Purchase Manager

Procured HVAC equipments like Chillers, VAVs, Pumps, Cooling tower, PACs, VFDS, Valves, Actuators, AHUs, HRWs, MS Pipes, ADPs, Jet Fans, FCUs, Ducts, Insulations, etc.,

GSTAAD, YAHOO, PRESTIGE NEXT EDGE

Sourcing Manager

Procruement of airconditioning equipments and ancillary items.

SEVERAL PROJECTS IN BANGALORE AND KARNATAKA, INDIA

SELLING OUR PRODUCTS

SOLD OUR CHILLERS, VRFS, DUCTABLE SPLIT, PACKAGE UNITS AND ROOF TOP UNITS FOR THE YEAR 2009-2010 FOR 5 CRORES.

Civic, Charitable and Military Service12

Languages13Language ReadEnglish Yes


ATTACHMENT E

Biographical Record14

Additional Biographical InformationVENUE CHAIRMAN - ACREX 2008 HELD AT BANGALORE, INDIA.PRESIDENT ELECT - 2008-09, ISHRAE, BANGALORE CHAPTER.TRUSTEE - ISHRAE FOUNDATION TRUST, BANGALORE CMC - ISHRAE INSTITUTE OF EXCELLENCE, BANGALORE.ADVISOR 2009-2010 ISHRAE BANGALORE CHAPTER.NATIONAL SECRETARY (CURRENTLY) 2010-2011 ISHRAE HEAD QUARTER.

ASHRAE protects contact information provided by its members and customers. To view ASHRAE's privacy policy visit http://www.ashrae.org/privacypolicy.

We use the information you provide to evaluate qualifications for nominations for Society, regional and chapter office, honors and awards, and council/committee appointments. This information is made available only to the Nominating Committee, the BOD Nominating Committee, and to members of the approving bodies.

Regional nominating committee members (Delegates and Alternates) are given password-protected access for a specified period of time for their region only, immediately before and after the Chapters Regional Conference where the nominations for office and honors and awards are determined.

Biographies and bias forms for the Standards Committee are made available to members of approving bodies when considering candidates for membership on a project committee, or for other official needs, such as nomination for the Standards Achievement Award. This information may also be made available at the meetings for viewing by project committee members at the SPC & SSPC meetings but no duplication or data sharing is allowed.

Occasionally we make our mailing list available, under proper safeguard, for direct mail purposes


ATTACHMENT E

ATTACHMENT F

• Encourage chapters to track leaving members and recommend to them to join the chapter in their new home town

• Improve chapter program • Non technical presentation at chapter meeting • Contact companies to encourage membership : marketing campaign could be considered • Creating poster to promote to companies • Quotes from employers executives about how ASHRAE is good for them • Chapter could put in place an employer recognition program for having x amount of

members. Maybe create a little competition • Chapter Leadership to organized an event where employer executives would be invited to

discuss ASRAE membership benefits • Survey to know what members want to learn about • Transfer information about new members from Winter and Annual meeting to chapters so

the chapter can contact them • MP is the job of everyone in the chapter board

20102011-2011 2012 P R E S IDE NT IAL AWAR D OF E XC E L L E NC E (P AOE ) R E C OMME NDAT IONS AT T AC HME NT G

MEMBERSHIP PROMOTION: CRITERIA

MINIMUM

PAR

200 points if Society membership delinquencies in chapter are 3% or less of total Chapter Area Assigned Members 150 300 points if annual chapter goal is met (as assigned by RVC) net area assigned members (no students) exceeds that of previous year (50

additional points for each percent increase in area assigned member growth beyond annual goal) (points assigned by Society by June 30) 100 points if 75% of chapter members renew online or join online 50 points if committee size is 5 or 3% of chapter members (whichever is less) 50 points for Membership Promotion Night at chapter meeting (50 100 points maximum) 25 points for retention of each new member (dues paid second and third year) [(# yr2 + #yr3)/AAM] x 1250 (equation proposed to better weight points based on chapter size) 10 points for each upgrade from associate to member 5 points for recognition of new members and advancements at each chapter meeting (50 points maximum) 75 points for organizing an employer recognition event to promote the benefits for a company to have ASHRAE member employees (maximum of two events) 75 points for MP involvement in the elaboration of the chapter program to ensure program reach out to a maximum of members YEA Activities 50 points for each YEA Night at a chapter meeting (100 points maximum) (recommendation only) 25 points for each new member in Young Engineers in ASHRAE (YEA) category (perhaps a maximum should be added here) RVC Assigns 1500 points for the incoming Chapter Membership Promotion committee chair attending the MP CRC workshopcentralized training 50 points for the incoming Chapter Membership Promotion committee chair attending the MP CRC workshop 50 points for Chapter Membership Promotion committee chair attending an electronic training session for membership 50 100 points for a MP Chair holding the position for a 2nd or 3rd year 50 75 points for planning/goal setting session with RVC (points assigned by RVC by October 1) 50 points for the first chapter in each region to reach PAR (points to be assigned by RVC and will be based upon the RVC reviewing points reported on the Society webpage and chapter contacting RVC when PAR is reached) 30 points for each pairing of mentors with new members and/or YEA mentees, and provide summary report to MP RVC on mentoring activities based on YEA Mentoring Program (300 points maximum, points assigned by RVC by June 30) 0 to 50 points for achieving goals MBOs established in goal-setting session with RVC (points assigned by RVC by June 30)

500 Points

800 Points

Formatted: Indent: Left: 0", First line: 0"



ATTACHMENT H

ATTACHMENT H

ATTACHMENT H

ATTACHMENT I

1

1. Motion: Membership Promotion Committee recommends to Members Council that two Centralized Membership Promotion Training Sessions for MP Chairs (at locations/dates to be determined) become the primary training offered for Regions I - XII. Region XIII and the Region-at-Large will be exempt at the present time due to travel challenges.

Background: In September 2010, the first-ever centralized training sessions were held for Membership Promotion. As a trial, the training sessions were made optional for the regions, and six of twelve invited regions elected to send their MP chairs to the training. Training covered both the duties and roles of local MP chairs in detail. Because they have so many responsibilities, we know improved training will result in more successful chairs and chapters, which ultimately improves Society. Enhanced training also allows for greater coverage of the topics, incredible idea sharing amongst regions and chapters, and an opportunity for leadership training. The training was divided in six presentation modules: The modules are Role, Recruitment, Retention, Reports, New Members & Awards & Recognition. One of the great advantages of these sessions was having several experienced facilitators who were able to engage the attendees in a dynamic manner. The facilitators included committee leaders and a member who is a certified leadership trainer. The training also provided training on sales tactics, to offer effective recruitment methods and ease anxiety about promoting membership. This is something many MP chairs who do not fulfill sales or contact roles in their day-to-day life found very useful. Lastly, during the lunch breaks, discussion groups took place to allow some regional planning and goal setting. Written feedback was provided by attendees. While only a preliminary benchmark, the response was overwhelmingly positive.

Centralized Training provides a "boot camp" approach ensuring all MP chairs have passed "basic training" and are consistently exposed to all aspects of their role and the committee's expectations of their performance. Having all chairs attend a central session where the committee can put its best resources into training, thereby producing chairs who are well-prepared and motivated - hopefully zealously so - to fulfill their role back in the chapter and for ASHRAE. Centralized Training is by no means intended to diminish the participation of Membership Promotion training at CRC. It is our recommendation the CRC sessions continue and be focused on training for chapter board members, MP chairs and their local committee members, and for developing MBOs. The CRC training could allow for in-depth discussion on goal setting. Fiscal impact: Considering MP chair transportation cost is already being paid for by Society, limited extra funds for meeting facilities, leadership training and lunch for an approximate amount of $10,000 is requested. This impact could be offset by an increase in membership and membership revenue from better training and more effective MP chairs.

2. Motion: Membership Promotion Committee recommends to Members Council that the current

Handbook be given to the new enrolled member within two months of joining.

ATTACHMENT I

2

Background: The next Handbook is given to the new members at the end of Society year irrelevant of joining date. This makes the new member restless as one of the attractions of joining is the ASHRAE Handbook. It would be more appealing to a new or prospective member to know they will receive the current ASHRAE Handbook just after joining, rather than having to wait until the next June. Fiscal impact: $0. Adjustments in ordering and inventory might be necessary.

3. Motion: Membership Promotion Committee recommends to Members Council a 50% reduced

fee be offered for students and prospective student members who reside in developing economies based on the World Bank List of Economies. Rates will be adjusted for current dues rate. ASHRAE Journal benefit will be digital only.

Background: This motion is a response to Members Council motion #24 and action item #17. We currently have 708 student members who reside in countries considered to be developing economies by the World Bank List of Economies. Of those, the largest numbers reside in India, Pakistan, Philippines and Thailand. Dues revenue on those 708 members is currently $14,160. Fiscal Impact: Potential Loss: $10,000 ($7,080 based on current student members in those countries as well as an opportunity for potential growth. Impact based on participation in Associate & Member developing economies program (67% existing, 33% new)).

4. Motion: Membership Promotion recommends to Members Council that ASHRAE enter into an

agreement with the Affinity Marketing Group to offer a member affinity program to new and existing members as an additional benefit of membership.

Background: Affinity programs will offer ASHRAE members additional member benefits that might be extremely valuable to them even though the benefits are not directly related to engineering or our members’ day-to-day jobs. The following programs can be provided to members at no cost to ASHRAE, and in fact will constitute another non-dues revenue stream. Offerings are available in North America. A power point presentation from the vendor is included as ATTACHMENT C. MetLife Auto and Home Insurance: Almost all members are required to purchase auto and home insurance. This dynamic program by MetLife Insurance allows ASHRAE members to buy insurance at exclusive discounted rates backed by one of the nation’s largest and most trusted insurance companies. Members will consider this important program as the “crown jewel” of the ASHRAE Member Benefit Program. *Benefits for Members: Auto and Home Insurance is available in all 50 states and Canada allowing most ASHRAE members to participate; Members save, on average, $418 per year; discounted insurance also available for motorcycles, RVs and boats. *Benefits for ASHRAE: ASHRAE receives 1% of royalty of written premiums; MetLife assumes all marketing costs associated with this program; completely turnkey.

Wireless Center: ASHRAE members want a simple, convenient way to buy cell phones and calling plans at a savings over what is available in stores. *Benefits for Members: Members receive up to $100 or more off the cost of a new phone plan; Compare cell phones and plans side-by-side; Fast, free shipping; 30-day risk-free satisfaction guarantee and 7-day money back guarantee on

ATTACHMENT I

3

all equipment; fast, easy and no waiting in line. *Benefits for ASHRAE: ASHRAE will receive $15 for each activated phone plan, $5 for each contract extension; No cost to launch the program; Turnkey implementation; Marketing support. GradGuard Student Insurance Programs: This unique program by Next Generation Insurance allows ASHRAE to buy insurance at affordable rates on products such as health insurance, tuition insurance, and renter’s insurance. *Benefits for ASHRAE: ASHRAE receives a guaranteed bounty of $5 per fully completed application; Available programs for students and alumni; completely turnkey. Fiscal Impact: No cost to ASHRAE to implement programs. Program will actually generate new revenue (ASHRAE receives 1% of royalty of written premiums with Met Life; ASHRAE will receive $15 for each activated phone plan, $5 for each contract extension with the Wireless Center; ASHRAE receives a guaranteed bounty of $5 per fully completed application with Grad Guard).

Membership Promotion Committee Action Items ATTACHMENT J

1

CHAPTER CHAIR TRAINING & DEVELOPMENT SUBCOMMITTEE

# Assigned To Action Date Due Update 1 Lavitt, Miller Staff compiled items from survey and

forwarded to Lavitt and Miller to make recommendations for Members Council and the MCO regarding consistent chapter publicity.

Winter Conference

Submit list from Miller and Lavitt to PR staff with note to update MCO section 7 on PR. Add list to February 2011 newsletter as tips.

2 Chair Offer fall training session for RVCs on any questions or concerns they have. Plan for September 2011

9/30/2011 Will depend on centralized training. Session will be offered before CRCs or centralized training.

3 Isenbeck, Lavoie

Do an RVC Q&A training session in Las Vegas to answer any questions or concerns not on the agenda. Develop FAQs.

Ongoing. Continue to share the questions and concerns we receive from chairs at CRCs, centralized training and through other communications. Add an FAQ tab to the blog with a running list of these (Knight).

4 Staff Look into mini recordings of training modules that can be done and placed on You Tube.

3/31/2011 Staff to talk to Rosy Douglas about webcast and Tech Talk recording technologies.

5 All RVCs Take an informal poll on why MP chairs in your region did not attend training or send a representative. Send results to staff to compile for full committee.

3/31/2011

6 Staff Create a new survey on what MP Chairs want to learn prior to the CRC for spring CRCs. Send to chairs and RVCs to forward. Do the same for fall 2011 CRCs.

2/28/2011 (spring) 6/30/2011 (fall)

Send quick email and forward responses to RVCs. Send to as many current and 11-12 chairs as possible. Work with RVCs and chapter presidents/elects on getting names if CIQs are not complete.

7 All Continue to review chapter publicity Ongoing.


2

list and ensure MCO section 7 is updated to reflect today’s best PR practices.

DUES & APPLICATIONS SUBCOMMITTEE

# Assigned To Action Date Due Status 1 Staff,

membership and web

When non-members purchase products, courses, etc. from ASHRAE, can a popup be produced at the end of the transaction encouraging them to join ASHRAE? Check with SMACNA – the offer non-members 30 days to be reimbursed for the member/non-member price if they join SMACNA.

4/30/2011 We are currently working on some two way communications regarding the new bookstore and ASHRAE.org. Will continue to follow up on this as the new website is developed and implemented. We are currently showing non-members the member vs. non-member price.

2 Staff Produce a report of non-members by chapter and send to chapters so they can use for recruitment.

2/28/2011 Staff will talk to Roxanne Jackson in IT about options.

3 Staff Investigate purchasing lists from other organizations for membership recruitment.

12/31/2010 IFMA and USGBC show mailings complete. Approval has been difficult with ASPE and is in progress.

4 Staff, Pruett & Knight

Send email to all associates who have been members for over 12 years about advancing, ten benefits of advancing, and how to do it. See old item #1.

12/31/2010 Email will be sent in early April 2011. Because this is not essential ASHRAE business, we have been encouraged to send after the conference and the dues 2012 initial sending, and before the ballot. Will be completed by Colleen Knight.

5 Staff Contact NCEES and NSPE about their members who are in ASHRAE careers and not members.

3/31/2011


3

MEMBER COMMUNICATIONS SUBCOMMITTEE # Assigned To Action Date Due Status 1 Staff Continue to add updates on the FB

page for MP. Push information from fan page out to members of page via updates and events tabs.

Ongoing Ongoing.

2 All, Staff Send bi-monthly tips on Wednesdays to all MP Chairs. Two to three sentence tips that will help them do their jobs.

Ongoing Ongoing.

3 Chapters, RVCs

Submit best practices with photos from chapters for newsletters.

Ongoing. Ongoing.

4 All Share the MP Fan Page with your ASHRAE friends in your FB account.

3/31/2011

5 Staff Talk with PR and Kellen regarding social networking platforms. Are there others out there we should be using?

3/31/2011

6 All Review potential for Scan Life (including risks), and decide how MPC will continue using it.

6/30/2011

7 Staff Annually promote all of the red, blue, green (and any other new awards) winners on the website by listing the names of the winners and the chapter for better recognition. Add to ASHRAE.org and blog.

8/31/2011

8 Staff Copy RVC on any communication with their chairs. Ensure Colleen Knight does the same.

Ongoing.

9 Godin Submit one chapter highlight to staff for February 2011 newsletter.

2/25/2011

10 Staff Send February 2011 newsletter to all MP Chairs.

2/28/2011

11 Calad Submit one chapter highlight to staff for March 2011 newsletter.

3/25/2011

12 Staff Send March 2011 newsletter to all MP Chairs.

3/31/2011

13 Fick Schedule spring conference call meeting.

Schedule for early April.


4

RECRUITMENT & RETENTION SUBCOMMITTEE # Assigned to Action Date Due Status

1 RVCs, Staff

reminders Encourage MP chairs to work with local publicity chairs to help promote ASHRAE to the public. Add a slide to CRC resources a note of mention. Cite location in the MCO.

9/30/2010 Completed list and PPT slide for recruitment presentation (blog) will be shared with MP constituents and PR staff.

2 Isenbeck Brainstorm ways to promote ASHRAE membership at non-ASHRAE events (e.g. chapter has an ASHRAE table/booth at a local USGBC meeting).

7/31/2010 Ongoing.

3 Lavitt, Lavoie Respond to PEC with updates from their response to our motions.

5/31/2011

4 Staff Tell chapters the new members that joined from the conference full registration (free year of membership) – send a final report to them once we are no longer processing these.

3/31/2011

5 Knight Continue to pursue affinity benefits outside North America.

Ongoing.

MBOs 2010-2011 ATTACHMENT K

MEMBERSHIP PROMOTION COMMITTEE

Page 1 of 4

CHALLENGES OBJECTIVES MEASUREMENT DEVICE (ACTION) OR RELATED TASK TO OVERCOME CHALLENGES

DUE DATE

STATUS AS 1/29/2011

REFERENCE TO STRATEGIC PLAN

1.

Membership Growth

In support of Directive #3, Strategy : 3.1 3.2 3.3 3.4 4.12 4.14

1.1

Increase Society Net Paid Members by 3,000 from June 30, 2010 to June 30, 2011.

• Revisit the member-get-a-member program in order to make it more effective.

• Provide local publicity chairs with materials to help promote ASHRAE to the public.

• Give a membership growth goal to each region. Each MP RVC to determine goals for each chapter.

• Continue membership PURLs program.

June, 2011

December, 2009: 51,632 July, 2010: 52,317 December, 2010: 51,980

1.2

Identify opportunity for international membership growth through associate societies or through new opportunities.

• Perform direct marketing to existing student members and members of other societies in the Built Environment in the U.S. and overseas.

• Work with regions and chapters on new chapter opportunities.

Ongoing Ongoing

1.3 Promote ASHRAE membership to members in the YEA category.

• Work in collaboration with YEA committee to find best way to connect with those potential members.

June, 2011

Ongoing

1.4

Expose more people to ASHRAE in order to make membership a must for anybody wanting to be a leader in energy efficiency and in sustainability.

• Place a “join ASHRAE” ad in ASHRAE publications that non-members in the industry read.

• Create an ad campaign for the public driving ASHRAE membership

Nov. 10 AJ Ad, May 11 AJ Ad Refer to

Ongoing



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DUE DATE

STATUS AS 1/29/2011


to other industry sectors which might benefit from membership.

PR

2 Member Retention

2.1 Increase recognition of members in order to remind them of their value to Society and to sustain the longevity of membership.

• Offer milestone markers for membership (ten years, twenty years and twenty five years).

11-12 Ongoing. Waiting for new Society branding.

In support of Directive #3, Strategy : 3.1

2.2 Help to improve chapter programs in order to maintain and even increase interest in membership.

• Put in place a coordination mechanism between MP and CTTC.

• Have MP chairs work closely with CTTC in order to promote chapter programs.

• Look at chapter demographics in order to create a focus for programs.

• Have both MP and CTTC share PAOE for a collaborative effort on the development of the chapter program.

January, 2011

Ongoing. Have received support of CTTC. Recommendation to have points for MP involvement in chapter program in the 2011-2012 PAOE.

In support of Directive #3, Strategy: 3.1 3.4

2.3 Reduce rate of delinquency by 3% over June 30, 2010 data.

• Work closely with chapters to indentify delinquents and contact them efficiently.

• Organize web conference for new

June 2011

3 465 delinquents as of Dec. 31, 2010 versus 7

In support of Directive #3, Strategy : 4.3



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DUE DATE

STATUS AS 1/29/2011


and returning chairs on topics that will support them in the work they have to do.

• Promote use of newly structured reporting forms by sending dues notices also to secondary addresses, staff e-mailing reminders to delinquent members close to cancellation, and making renewal notices into marketing pieces targeted to demographics of members. This effort is to be accomplished by staff.

• Continue personal calls to delinquents by through Comnet marketing and chapters.

659 delinquents on June 30, 2010

4.7 4.12

3 Improved chapter support

In support of Directive #3, Strategy: 3.4 4.1 4.7

3.1 Develop a centralized training program.

• Organize two training sessions in Atlanta on September 11 and September 25, 2010.

• Have a theme for the training. • Create a follow-up training plan for

participants that continues training throughout the year.

• Create a follow up support plan to ensure the chairs can meet their goal and have the resources to do

August, 2010

Completed. 2 trainings held in Sept. 2010 for 6 regions. Motion to be presented to



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DUE DATE

STATUS AS 1/29/2011


so. Members Council to adopt Centralized training as the primary training for MP.

3.2 Develop set of tools for chapter MP chair to give them support and information toward the year not just at CRC or centralized training.

• Have a list of topics identified and published for MP chairs to use as continuing development.

Nov. 2010

Complete and ongoing. Blog and FB regularly updated.

Membership Promotion Committee Las Vegas, Nevada MINUTES Library/Communities... · ATTACHMENT A 1 Membership Promotion Committee Chapter Chair Training & Development Subcommittee

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