Membership Proposal Chapters

1
Membership ProposalChapters Individual
MembersNovember 9, 2003

• James Galvin
• Mirjam Kuehne
• Lynn St. Amour
• Nelson Sanchez
• Anne Shroeder
• Terry Weigler

2
Agenda

• Presentation Objectives
• Some Perspective (setting the stage for success)
• Members Chapters
• Services Analysis
• ACM and IEEE Comparisons
• Membership System Selection Process
• Business Plan
• Governance

3
Presentation Objectives

• Board acceptance of the proposed model and value
  proposition
• Board acceptance of the business plan structure,
  (pending the approval of the 2004 budget??)
• To ensure maximum support for Chapters and
  inclusion of all individual members, we request a
  specific resolution from the Board supporting
  that the individual member election of Trustees
  be through Chapters.

4
Setting the Stage for Success

• An attractive, credible, and sustainable value
  proposition
• Proposal includes a senior membership manager
• ISOC has never had a (senior) membership manager
• We now have project management staff
• Better able to support outreach
• Building the infrastructure to support Chapters
• Replacing the database system
• Developing templates and other resources for
  chapters
• Greater empowerment for chapters and individuals

5
Why members?

• Greater legitimacy with more representative
  number of Internet users
• Greater knowledge through more (and more
  representative) member polls
• Greater ability to reach out locally, globally
• Greater ability to support and sustain local and
  topical initiatives
• Greater number and more vital chapters
• More partnership possibilities with other
  organizations
• Expanded channel for educational and public
  policy initiatives

6
Why paid members?

• Its the natural next step in a membership
  program
• We have a value proposition to offer and people
  are willing to pay for it
• People want to do more, to help, to be involved,
  to be educated. This requires a funding stream.
• Increased stature and increased credibility for
  ISOC
• Enhanced credibility of members and implied
  higher quality
• Its not about voting
• At best, voting is one of many possible benefits

7
Why Chapters?

• Significant source of value and community for
  members
• Increases ISOCs ability to reach out locally,
  globally
• Increases ISOCs ability to support and sustain
  local, topical initiatives as well as global
  initiatives
• Expanded channel for ISOCs educational and
  public policy initiatives
• Expands ISOCs knowledge through interactions
  with Chapters
• ISOCs international reach is key asset

8
What to call members?

• ISOC
• Global Member
• Fellow
• Member (was Associate)
• Patron

• IEEE
• Student
• Associate
• Member
• Senior
• Fellow
• Honorary
• ACM
• Student
• Member

9
Survey Results - Services

• Survey shows that we are proposing a good set of
  benefits and services (over 800 responded)
• Everything except quarterly hardcopy is important
  to over 40 of respondents
• virtual library (79), monthly electronic (65),
  survey summary (61), virtual chapters (60)
• Overall, the following are the priority
• member ID card
• publications
• members only area
• web conferences
• virtual chapters

10
Survey Results - Services (cont. 1)

• Member ID Card (53) tops the list of benefits
  people believe should be part of a paid
  membership program, followed by
• member only area (42), quarterly hardcopy (42),
  virtual library (38), member directory (37), web
  conferences (32) survey analysis (27)
• Member ID Card (39) tops the list of benefits
  people are willing to pay for, followed by
• quarterly hardcopy (24), virtual library (23),
  members only area (18), web conferences (16),
  member directory (16), virtual chapters (11),
  survey analysis (10)
• These numbers are "low" as absolute numbers but
  we do not expect all members to be paying members

11
Survey Results - Services (cont. 2)
This is how the respondents ranked what they
wanted to be free.

• monthly electronic (76)
• isoc announcements (72)
• surveys (66)
• discussion forums (64)
• survey summary (63)
• monthly newsletter (57)
• virtual library (51)

• quarterly hardcopy (20)
• member id card (27)
• member only area (33)
• web conferences (38)
• fellow recognition (38)
• member directory (40)
• survey analysis (43)
• virtual chapters (43)
• moderated discussions (46)

12
Leading to Proposed Member Services

• Global Members
• isoc announcements (72)
• surveys (66)
• discussion forums (64)
• survey summary (63)
• monthly newsletter (57)
• virtual chapters (43)
• fellow recognition (38)
• member id card (27)

• Members (paid)
• monthly electronic (76)
• virtual library (51)
• moderated discussions (46)
• survey analysis (43)
• web conferences (38)
• member only area (33)
• Future
• member directory (40)
• quarterly hardcopy (20)

13
Member Services (cont.)

• Global Members
• Electronic Annual Report
• Survey Summary
• Workshop Portal
• Regional Workshop Materials

• Members
• Annual Report
• Standards Update
• IETF Update
• Survey Analysis/Reports
• Internet Policy Portal
• Expert Conference Series
• Conference Proceedings

14
Chapter Services and Support

• Online Chapter corner
• best practices
• media program
• templates letterhead, newsletters, press
  releases
• Award programs
• New members
• Member retentions
• Activities
• Member database
• Better Reporting facilities
• Survey tool
• Event management

15
Compare to ACM and IEEE

• ACM
• Continued learning
• Professional development center
• Well rounded perspective
• Journals, magazines, CACM
• Customized information
• ACM Portal
• Cutting edge conferences
• Intellectual home
• Special Interest Groups
• Networking opportunities
• Join a Chapter and work with local experts
• Tangible rewards
• Career resource, email alias, other affinity
  programs

• IEEE
• Essential information
• Publications, digital library, email updates
• Networking
• Section activities, technical societies
• 10 regions, 300 local sections, 1150 technical
  chapters
• Career Development
• Exclusive benefits
• Email alias, discounts, other affinity programs,
  code of ethics

16
Membership Cost Comparison

• ACM
• 99 per year
• 198 per year with ACM Portal
• IEEE
• 117-147 per year (region dependent)
• Various discounts are available in both
• Our proposed services and benefits are
  competitive, as long as we follow through and
  focus on consistent, high quality delivery. This
  is key to member retention.

17
Membership Structure

• Individuals
• Global Member
• Fellow
• Member
• Patron
• Chapters
• Communities of Interest
• Virtual
• Organizations

18
Membership System Selection Process

• 9/22/2003 - RFP release to 20
• We had 15 with 4-5 from other channels
• All-encompassing open-ended with respect to
  technology, open source vs hosting vs other
  commercial solutions
• Surveys and post RFP discussion
• 2 hour teleconferences, twice a week
• 10/6/2003 received 11 responses (a few late)
• Now have a short list of 4 (alphabetical)
• Aviansus - Saraf Software Solutions
• iMIS10 (Advanced Solutions) - Active Matter
• Q - Go Members
• Raisers Edge - Blackbaud

19
Membership System Selection Criteria

• Full membership management support
• Integrated membership and financial modules
• Web enabled and Integrated with ISOC Web site
• Support for Chapters
• Event management including Surveys and Elections
• Support for Mailing Lists and Publications
  distributions
• Committee management
• Support for dues/fees processing
• Multilanguage/Multinational support and
  functionality
• Cost effective Open Standards and Open
  Architecture technology (minimize dependence on
  vendor for future enhancements)
• Scalable and Strategic Allows ISOC to position
  itself for todays and future needs.

20
Membership Forecasts
Organization members will get complementary
memberships. Estimated to be about 500.
We are planning an annual membership fee of 100
USD based on analysis of other organizations.
21
Business Plan Structure

• One-time Vendor System, Implementation, Training
  costs range
• 150,000 to 225,000
• Annual contracts/hosting and maintenance fees
  range 15,000 to 25,000 and is included in some
  offers
• Administration costs 50 membership manager, 75
  administrator, 30 accounting, 75project
  manager, web administration costs, materials
  development, communications

22
Business Plan
BudgetUS 2003 2004 2005 2006 2007 Total
REVENUES
Total 12,500 160,000 320,000 700,000 1,200,000 2,392,500

EXPENSES
Administration 125,000 325,000 300,000 350,000 350,000 1,450,000
Systems 225,000 50,000 25,000 25,000 35,000 360,000
Services Benefits 100,000 100,000 100,000 150,000 450,000

Total Expenses 350,000 475,000 425,000 475,000 535,000 2,260,000

SURPLUS w/system (337,500) (315,000) (105,000) 225,000 665,000 132,500
SURPLUS w/o sys (112,500) (315,000) (105,000) 225,000 665,000 357,500
Initial System/license costs in 2003
23
Voting and Governance - I

• We dont want to disenfranchise Global Members
• We want to empower Chapters
• ACM Council
• The ACM Council, consisting of 16 members, is the
  highest governing authority in ACM. Council is
  composed of the President, Vice-President,
  Secretary/Treasurer, the Immediate Past
  President, the Special Interest Group Governing
  Board (SGB) Chair, three SGB Council
  Representatives, the Chair of the Publications
  Board, and seven Members-at-Large (4 year terms).

24
Voting and Governance - II

• IEEE Board of Directors
• The Board of Directors shall consist of the
  following 30 Directors the President, the
  President-Elect, the Past President, all of whom
  shall be elected by the eligible voting members
  of IEEE the Vice President-Technical Activities,
  who shall be elected by the eligible voting
  members of IEEE who are also members of at least
  one Society, the IEEE-USA President, who shall be
  elected by the eligible voting members of Regions
  1-6 the President IEEE-SA, who shall be elected
  by the eligible voting members of the IEEE who
  are also members of the Standards Association
  ten Region Directors, who shall be elected by the
  eligible voting members of each respective
  Region ten Division Directors, who shall be
  elected by the eligible voting members belonging
  to one or more society within each respective
  Division the Vice Presidents for Educational
  Activities, Regional Activities and Publication
  Services and Products, and the Secretary-Treasurer
  , all of whom shall be elected by the Assembly.

25
Presentation Objectives

• Board acceptance of the proposed model and value
  proposition
• Board acceptance of the business plan structure,
  (pending the approval of the 2004 budget??)
• To ensure maximum support for Chapters and
  inclusion of all individual members, we request a
  specific resolution from the Board supporting
  that the individual member election of Trustees
  be through Chapters.

26
Appendix

• The following detailed information is provided
  for completeness.

27
ISOC Membership Services Survey Results List of
Services
Services for which members were asked to rate in
importance from Low1 to High5
S1 Monthly electronic S2 Quarterly
Hardcopy S3 Monthly Newsletter S4 ISOC
Announcements S5 Virtual Library S6 Regional
Virtual Chapters S7 Web Conferences S8
Discussion Forums
S9 Moderated Discussion Forums S10
Surveys S11 Surveys Summary S12 Surveys
Analysis/Reports S13 Members Only Area S14
Fellow Recognition S15 Membership Directory S16
Membership ID Card
28
ISOC Membership Services Survey
Results Statistics
Complete results of the Membership Survey can be
found at lthttp//www.votations.com/asp/surve
yresults.asp?pollid106179langgt
29
ISOC Membership Services Survey Results
Analysis (based on 10/22/03 results)
Complete results of the Membership Survey can be
found at lthttp//www.votations.com/asp/surve
yresults.asp?pollid106179langgt
30
Survey Result Ordering
Importance S5 - Virtual Library S1 - Monthly
Electronic S11 - Surveys Summary S6 - Virtual
Chapters S4 - ISOC Announcements S12 - Surveys
Analysis/reports S9 - Moderated Discussion
Forums S8 - Discussion Forums S10 - Surveys S7 -
Web Conferences S14 - Fellow Recognition S16 -
Membership ID Card S13 - Members-Only Area S15 -
Membership Directory S3 - Monthly Newsletter S2 -
Quarterly Hardcopy
Willing to pay for S16 - Membership ID Card S2 -
Quarterly Hardcopy S5 - Virtual Library S13 -
Members-Only Area S15 - Membership Directory S7 -
Web Conferences S6 - Virtual Chapters S12 -
Surveys Analysis/reports S14 - Fellow
Recognition S1 - Monthly Electronic S9 -
Moderated Discussion Forums S3 - Monthly
Newsletter S8 - Discussion Forums S10 -
Surveys S11 - Surveys Summary S4 - ISOC
Announcements
Part of paid S16 - Membership ID Card S13 -
Members-Only Area S2 - Quarterly Hardcopy S5 -
Virtual Library S15 - Membership Directory S7 -
Web Conferences S12 - Surveys Analysis/reports S1
- Monthly Electronic S14 - Fellow Recognition S9
- Moderated Discussion Forums S3 - Monthly
Newsletter S6 - Virtual Chapters S8 - Discussion
Forums S4 - ISOC Announcements S10 - Surveys S11
- Surveys Summary
Part of free S1 - Monthly Electronic S4 - ISOC
Announcements S10 - Surveys S8 - Discussion
Forums S11 - Surveys Summary S3 - Monthly
Newsletter S5 - Virtual Library S9 - Moderated
Discussion Forums S6 - Virtual Chapters S12 -
Surveys Analysis/reports S15 - Membership
Directory S14 - Fellow Recognition S7 - Web
Conferences S13 - Members-Only Area S16 -
Membership ID Card S2 - Quarterly Hardcopy