WELCOME AND INTRODUCTIONS

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• WELCOME AND INTRODUCTIONS

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Loay Nazer

• Chair
• Membership Officers Workshop
• Saudi Chapter

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Simon Preston

• Vice Chair
• Membership Officers Workshop
• London-Westminster Chapter

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Pierre Marcel Blanchot

• International Board Member
• Membership Officers Workshop
• Paris Chapter

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Susannah White

• YPO Staff
• Membership Officers Workshop
• Area Director, Pacific US Region

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Rahul Baswani

• YPO Staff
• Membership Officers Workshop
• Area Director, Middle East
• Southern Asia

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Winnie Kwok

• YPO Staff
• Membership Officers Workshop
• Area Director, Northern
• Southeast Asia

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Isabella Meijer

• YPO Staff
• Membership Officers Workshop
• Membership Marketing Director,
• Europe

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Objective

• To provide incoming Membership Chairs with the
  tools, knowledge and ideas to direct their
  chapters membership program

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Expectations for MOW

• Moderator
• keep discussions on track
• ensure everyone gets to be heard
• manage time to keep MOW on schedule
• Participants
• ask questions
• share ideas with fellow Membership Chairs
• offer solutions
• make new friends
• create a plan to direct your chapters membership
  
• efforts

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Housekeeping

1. No mobile phones
2. We need to keep the program moving on time will
   park issues
3. Raise your hand if we have not covered an issue
   that you think is important
4. HAVE FUN!!!

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Agenda 5 May

• 1400 1410 Welcome and Introductions
• 1410 1430 How Does YPO Change the Lives of
  Those Who Change the World?
• 1430 1445 How Much Do You Know About YPO
  Membership? Take the Quiz
• 1445 1500 Global Membership Picture
• 1500 1530 Future of Membership
• 1530 1545 BREAK
• 1545 1615 Role of the Membership Chairman
• 1615 1700 Breakout Session I Chapter
  Diagnostics and Best Practices

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Agenda 6 May

• 0830 0930 Review of Breakout Session I
  Results
• 0930 1015 Mike Lipkin Motivational speaker
• 1015 1045 Recruiting How to get them in
• 1045 1100 BREAK
• 1100 1130 Integration How to keep them
  there
• 1130 1200 Networking
• 1200 1400 Working Lunch Breakout Session II
  Chapter/Regional Goal Setting
• 1400 1430 New Member Orientation

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Agenda 6 May (continued)

• 1430 1500 Value of International Events
• 1500 1530 Forum and Its Role with Membership
• 1530 1545 Membership Tools on MyYPO
• 1545 1615 Membership Application Nuts Bolts
• 1615 1645 Best Practice Membership Process
• 1645 1715 Presentation Two chapters to
  present their chapter goals
• 1715 1730 Wrap up and closing comments

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Global Membership Picture
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Global Membership Picture
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Global Membership Picture
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• How Does YPO Change the Lives of Those Who Change
  the World?

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Fred Uytengsu

• International Chairman 2002-2003
• Philippines Chapter

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• How Much Do You Know About YPO Membership? Take
  the quiz

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Answers to the Quiz

1. International dues are 2,250 per year
2. Ray Hickok founded YPO in 1950
3. Better Leaders Through Education and Idea
   Exchange
4. 8,754 members as of 1 April 2003
5. YPO is in 70 countries around the world
6. There are 171 chapters in YPO
7. The new member voucher is 1,500
8. There were 45 YPO International events last year
9. 2920 YPOers attended international events last
   year
10. The MyYPO website receives an average 64,000 hits
    per day

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BONUS QUESTION

• Only one King is a member of YPO
• KING ABDULLAH OF JORDAN

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• GLOBAL MEMBERSHIP PICTURE

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Global Membership Picture

• Strategic Vision for YPO Membership

• Bolster health of existing chapters
• Reorganize and consolidate existing weak
  chapters
• Develop new chapters in areas with viable
  opportunities for YPO

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Global Membership Picture

• Plan 50/50
• To make YPO an organization with 50 of its
  members outside the United States by 2005

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Global Membership Picture

• Current Membership Numbers
• Total Members 8,754
• As of 1 April 2003

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Global Membership Picture

• Number of Chapters by Region 171 total

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Global Membership Picture

• Predicted 49er Attrition (2003-2008)

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Global Membership Picture

• New Member Growth (1998-2003)

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Global Membership Picture

• Current Number of Female Members by Region
• 440 members (5 of overall membership)

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Global Membership Picture

• Age Distribution for All Members

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Global Membership Picture

• Global Business Type Percentages

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Global Membership Picture

• Global President Type Percentages

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Global Membership Picture
YPO Membership Anomalies and Opportunities

• Southeastern US
• 6 States
• 1 Chapter

• Los Angeles Area
• 11 Chapters

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Global Membership Picture
YPO Membership Anomalies and Opportunities
Large geographic areas with limited membership
representation
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Global Membership Picture
YPO Membership Anomalies and Opportunities
Japan 1 country 1 chapter 155 members
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Global Membership Picture

• What is a Healthy Chapter?
• Diverse, dynamic membership that is regularly
  replenished with new energy and ideas
• Have critical mass necessary for stimulating
  interaction, member enrichment and financial
  self-sufficiency
• Compelling and thought-provoking Education
  programming to keep members engaged
• Integrated members through forum, networking and
  international events
• Leadership committed to ensuring the future
  development of the Chapter

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Global Membership Picture

• Chapter Minimum Standards (required)
• Must have at least 16 members
• Must have at least 2 member forums
• Have a minimum of 4 meetings each year
• Send one delegate to the YPO Leadership Congress

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Global Membership Picture

• Chapter Minimum Standards (guidelines)
• Send two representatives to the GLC for officer
  training
• Must participate in regional events and
  governance
• Must offer a forum experience to all members
• Must have an annual plan and calendar
• Must provide an updated chapter web site,
  including calendar of events
• Chapter By-laws or other governance documents on
  file

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Global Membership Picture

• Chapter Minimum Standards Implications
• Chapters who do not meet required standards are
  not
• permitted to vote in the Leadership Congress.

Indonesia Italy Jordan Kuwait Lagos Lebanon Maurit
ius
Auckland Barcelona/Madrid Bermuda Chile Curitiba D
ublin Emirates
Norway Peru Rio Grande Shanghai Vietnam Warsaw
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Global Membership Picture
Chapters with 25 or fewer members (41 chapters)
Alpine Amsterdam Auckland Bahamas Barcelona/Madri
d Bermuda Big Sky Brussels Chile Curitiba Cypru
s Danube Dominican Republic Dublin
Durban Ecuador El Salvador Guatemala Israel Tel
Aviv Italy Kuwait Lagos Lebanon Malibu Mauritius
Nairobi Norway Ozarks
Palm Beach Paris Peru Porto Alegre Potomac Rio
Grande Santa Barbara Sao Paulo-Sul Shanghai Scotl
and Vietnam Warsaw Western Ontario
fewer than 16 members as of 1 April 2003 (13
chapters)
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Global Membership Picture

• What is a Healthy Chapter?
• Does your chapter meet minimum standards?
• Does size really matter?
• What are you missing in your membership profile?
• Are your members really integrated in the chapter
  and internationally?
• Are your chapter officers working on an
  integrated plan?
• What does the ideal chapter look like?

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• FUTURE OF YPO MEMBERSHIP

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Alex Cappello

• International Chairman 2003-2004
• Bel Air Chapter, Santa Monica Bay
• Chapter, At Large Portugal, At
• Large Russia

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• BREAK!
• Please locate your table assignment before you
  leave the room.

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• ROLE OF THE
• MEMBERSHIP CHAIRMAN

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Role of the Membership Chair

• Primary Responsibility
• To manage the chapter's membership process
• To ensure that a diverse balance of current and
  prospective members who are committed to
  participating have continued access to membership
  in the chapter
• To ensure the continued qualification of members
• Provide new and existing members a complete YPO
  experience

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Role of the Membership Chair

• Functional Activities
• With chapter chairman, selects a committee to
  recruit, screen and recommend prospective
  candidates for membership
• Presides at meetings of the membership committee
• Identifies prospective members for the chapter
• Ensures adequate numbers of qualified candidates
  are available to fill chapter membership
  vacancies to maintain a critical mass
• Manages current members' attendance at all
  chapter functions

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Role of the Membership Chair

• Functional Activities
• With Development Officer, implements and conducts
  New Member Orientation Program
• Ensure that new members and candidates and their
  spouses are introduced to chapter members when
  attending chapter meetings.
• Processes membership transactions in accordance
  with YPO policy
• Chapter Administrator
• Identifies sponsors and ensures their ongoing
  involvement in the integration of new members.
• Recommend chapter development strategies to the
  executive committee.

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Membership Committee

• Committee responsibilities
• Helps to identify and recruit membership
  candidates
• Reviews and makes recommendations on prospective
  members
• Assists in integrating and orienting candidates
  and new members
• Committee may consist of
• Any chapter member
• Representatives from each Forum
• Current Chapter Chair and Education Chair
• Past Chapter Leaders
• Chapter Administrator?

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• BREAKOUT SESSION I
• Chapter Diagnostics Best Practices

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Breakout Session I

1. Based on the chapter health data, what are the 3
   things I need to address in my year as Membership
   Chair?
2. Focusing on the concerns that were just
   addressed, what are the 2 best ideas in your
   chapter that can be of help to the colleagues
   sitting at your table?

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Breakout Session I

• Breakout groups are scattered around the room
• Elect a Moderator for your group
• 45 minutes for everyone to answer the questions
  on your table
• Capture all of your Challenges and Solutions on
  the flip chart at your table

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• THATS IT FOR TODAY!

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• Review of Breakout Session I
• Best ideas from yesterday

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Winners of the YPO Quiz

• Nick Ng Pack Hawaii (6 points)
• Paul Crawford South Australia (6 points)
• Eric Katz New England (6 points)
• Esat Edin Istanbul (7 points)
• Alan Alpert Los Angeles (8 points)
• Robert Frances Quebec (8 points)
• David Heffernan Emirates (8 points)
• Hiten Khatau Bombay (9 points)
• Omar Maani Jordan (9 points)
• Ivan Nikkhoo Malibu (10 points)

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Mike Lipkin

• President of Environics/Lipkin

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• RECRUITING
• How to Get Them in

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Rules of Recruiting

• Its a member-to-member interaction
• Concentrate on global access first
• After global, address local experience
• PASSION!!

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Key Messages

• Better Leaders Through Education and Idea
  Exchange
• Access to global CEO network
• Promotes peer-to-peer
• Targets the members as a whole
• Networking
• Only in YPO experiences
• Educational Alliances

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Sample Membership Process Checklist





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• BREAK!
• Please locate your table assignment before you
  leave the room.

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• INTEGRATION
• How to Keep Them There

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How Many Do We Bring In
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How Many Do We Lose
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Retention

• Why do we lose members?
• How do we keep them?

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Keys to Retention

• Mental
• Pride in membership
• Knowledge of YPO product
• YPO changes our lives
• Physical
• Local events
• Forum
• International events

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Retention

• Two distinct types of members
• Dont want to pay and are resigned
• Pay, but dont attend anything

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• NETWORKING

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Buddy Teaster

• YPO Staff
• Chief Networking Officer

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NETWORKING
Connecting Members with Members
Meetings-in-Meetings
Industry Groups
Interest Groups
YPO Marketplace
Action Networks
Focus Forums
Ambassadors
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Networking

• The network is YPO/WPO/YEO/WEO/CEO
• Serving and connecting 17,000 O members
• Low/no cost, high impact programs and
  opportunities

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Member to Member Exchange

• Business
• Personal support
• Medical

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Business Networking
Forum

                       

• Industry and Action Networks
• Industry/Action Network web pages and discussion
  groups
• Industry/Action Network roundtable programs and
  conference calls
• Meetings in Meetings
• Comdex, USA
• Consumer Electronics, USA
• National Association of Home Builders
• National Automobile Dealers Association
• National Restaurant Association
• Many more planned for FY 2004

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Focus Forums
Forum

                       

• Health-issue, Personal and Goal-based Networks
• Monthly, moderated conference calls
• Forum protocols provide safe haven for trust,
  confidentiality and code of conduct
• Calls focused on sharing support, setting goals
  and hearing from issue experts
• Web Pages and Confidential Discussion Databases
• Focus Forums continue interaction through
  discussion databases established on MyYPO
• In-person Seminars and Retreats
• Face-to-face opportunities to share with peers

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Global Youth X-change

• Program I - Semester education exchange
• O children between ages 15 18
• Semester begins January 2004
• Program II - 48 week internship exchange
• O children who have graduated from high school
• Begins June 2004
• Program III - Full-year academic program
• First full year beginning August/September 2004
• Program IV - Community service program
• O young adults, 18 year and over
• Begins June 2005.

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YPO Networking

• Recruiting and Retention
• Contacts through M2Mx and Networks
• Connections to members with similar Interests
• Low cost/high value opportunities
• Access to member-offered products and services

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YPO Networking

• I can do that in YPO?
• YES, you can!

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• WORKING LUNCH
• BREAKOUT SESSION II
• Chapter/Regional Goal Setting

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Breakout Session II

• Chapter and Region Goal Setting
• This is in preparation for the Strategic Planning
  Session on Wednesday
• Breakout groups will be scattered around the room
• Please sit at your assigned table
• If Board Member or YPO staff is unavailable,
  elect a Moderator for your group
• Two hours for everyone to answer the questions on
  your table, and formulate a plan

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• NEW MEMBER ORIENTATION
• Best Practice from the Pacific US

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John Bendheim

• Pacific US Region Chair
• Bel Air Chapter

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New Member Orientation

• Over 200 new members invited
• 65 new members attended
• 130 total attendance with spouses and experienced
  YPOers
• Held in conjunction with Emmy Weekend
• Pacific US Region budget covered expenses for
  Orientation
• New members used voucher for evening party at
  Sony Studios

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• The Value of International Events

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Marco Van Embden

• International Board Member
• Cape Town Chapter

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More Products at More Price Points
seats
0
lt1K
lt 2K
lt 3K
lt 4K
lt 5K
lt 7.5K
lt 10K
lt 20K
gt 20K
cost of product
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• Forum and Its Role with Membership

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Mark Scheinberg

• International Forum Committee
• Yankee Chapter

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Forum and Membership

• A Perfect Fit

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For Discussion
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How does Forum fit in?
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How does Forum fit in?
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How does Forum fit in?
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Forum Intimacy Member Connectivity

• A New Vision of the Networks Potential

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Forum Intimacy Member Connectivity

• A Better Way to Sell YPO Through Networking

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For Discussion

• How important is forum when you plan your year?
• Is the Forum Officer integrated into your chapter
  executive committee?
• How does forum contribute to your chapters
  health?

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How Can Forum Help?

• Include the Forum Officer on the membership
  committee
• Use forums to recruit members
• Introduce prospective members to moderators

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How Can Forum Help?

• Use forum exercises in prospective member
  meetings
• Use forum moderators as the ambassador
  committee

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Forum and Membership

• A Perfect Fit

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• Membership Tools on MyYPO

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• Membership Application Nuts Bolts

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Membership Criteria

• AGE Must complete application process by 44th
  birthday
• TITLE Must hold full operational responsibility
  for a qualifying corporation or division.
  Individuals must hold a qualifying, including
  titles
• President
• Chairman of the Board
• Chief Executive Officer
• Managing Director
• Managing Partner
• Publisher
• Equivalent of any of the above

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Membership Criteria
EMPLOYEES - The candidate must have at least 50
regular, full-time employees or the equivalent
under his or her control. OR The total annual
compensation of all employees, excluding the
compensation of the candidate, must exceed
US1,000,000.    
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Membership Criteria

• FINANCIAL -
• Sales/Service/Manufacturing corporations -
  US8,000,000 in gross annual sales or turnover.
• Financial institutions - average annual assets of
  at least US160,000,000.
• Agency-type businesses - annual fees or
  commissions billed of at least US6,000,000.
•  OR
• The corporation must have an enterprise value of
  US10,000,000 as defined by one of the following
  
• Net worth or assets before depreciation
• Independent third party investment/valuation
• Sum of the companys public equity value plus its
  debt less cash 

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Application Stoppers
Non-qualifying title Candidate older than permissible Company not of sufficient size Requires a waiver submission to the Peer Review Committee
Application not reviewed/certified by an approved 3rd party Copy of application must be forwarded to audit firm for review and certification
No signature for applicant, Chapter Chair or Membership Chair Copy of application must be sent back for appropriate signature
Insufficient or no Dues/Initiation Fee payment sent with application Application must be held until payment is received. Transaction may be completed by credit card.
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Peer Review Committee

• All members required to meet Membership
  Requirements
• Exceptions to Membership Requirements
• Granted by the Peer Review Committee of the
  International Board
• Committee charged with ensuring the Quality of
  Peers within membership
• Committee comprised of
• Chairman-elect
• Chairman-elect-elect
• Chairman of the Executive Committee
• Chairman-elect of the Executive Committee
• Region Chairman from the candidates location

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Peer Review Committee

• Membership Exceptions
• Age Exceptions
• Title Exceptions
• Company Complexity Exceptions
• Process for requesting waiver
• Use of the preliminary application
• Letter outlining reason for exception request
• Committee action
• Timeframe

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New Member Expectations

• Chapter expectations
• Dues and initiation fees
• Attendance and participation in chapter
  activities
• Forum participation
• Member-to-Member Network (M2MX and IOS)
• International Expectations
• Participation in full range of opportunities
• Appropriate use of directory and website
• Annual Membership Renewal Process

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Membership Renewal

• What?
• Dues Recertification
• When?
• 1 April 1 July
• How?
• Individual forms mailed online

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Recertification

• Every member must recertify EVERY year
• Every member must self-certify each year
• 3rd party verification required every third year
  
• Independent not on payroll
• Annual Reports accepted
• Exception new members January-June 2003

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• Best Practice Membership Process

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Hiten Khatau

• Bombay Chapter

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BOMBAY CHAPTERS MEMBERSHIP RECRUITMENT PROCESS

• Presentation
• by
• Hiten Khatau
• Chapter Chairman 2002 - 2003

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The Bombay Chapter has evolved robustly in its
24 year history

• 1978-79 Inception with 7-8 members
• Grown to 98 members
• Evolved from forum atmosphere
  to structured chapter
• 1981 1st Area Conference
• 1986 YPO India University was rated one
  of the
• 10 Best YPO Events held till that date
• 1996 1st constitution developed -
  continuously updated for new best practices
• Member involvement and commitment very high
• 80 in forums
• Participation in YPO Governance at Regional
  and International level
• Won various Chapter awards in last 5-6 years

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It is now in the prime stage of its life cycle

• The Chapter health is ensured by selecting its
  membership based on
• quality of individuals
• diversity of professions, cultures, gender
• balance of age profile
• So how do we do it ?

Profile Plan
Chapter Health
Governance
Recruitment Process
Member Integration
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Chapter Governance follows the classic YPO
principles
Membership Committee
Traditional Succession Ladder
membership chair
yr 5
Current membership chair
chapter chair
yr 4

• Objectives
• Continuity
• Diversity
• Quality

Immediate past membership chair
2-3 members from the chapter at large
chapter co-chair
yr 3
Current Chapter chair
education chair
yr 2
Current Forum chair
education co-chair
yr 1
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The Process involves two fundamental steps
Recruitment Process
Chapter Membership Profile Goal / Plan

• Maintain demographics
• Gender
• Age
• Profession (Family Business, Professional / MNC
  Executive, Entrepreneur)
• Background
• Review profile on 3 year rolling basis
• Goals for recruitment
• number size
• type diversity
• target number graduating
• profile balancing need

• Pre-Interview stage
• Interview
• Post-Interview stage

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The entire Interview process is both meticulous
and vigorous
Pre-Interview

• Potential member
• - identified by any member
• - must be sponsored by a member
• Prior to interview
• - sent brief on YPO
• - chapter customized Pro-forma CV
• - qualifying criteria
• - self certification
• - fee structure
• YEO members to resign prior to joining
• Pro-forma CV evaluated by committee - YES/NO

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Interview Process continued . . .
Interview

• Quorum 4 members at each interview
• Role
• - marketing YPO
• - assess candidate
• (i) various criteria
• (ii) what he / she can offer YPO
  /Chapter
• Brief on
• - YPO, products, IOS etc.
• - chapter activity / plan
• - expectations
• - forum involvement
• - miscellaneous
• Decision YES / NO

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Interview Process continued . . .
Post-Interview

• selection by consensus
• constitution has formal voting process

? ?
Selected
Rejected

• sent offer letter
• YPO international application form
• Dues Invoice
• Sponsor informed
• 45 days to respond or offer withdrawn
• Form checked by Admin.
• Signed by Chapter Membership Chair
• Sent to YPO International for process

• informed by letter
• sponsor informed
• hold if due to space, qualification can
  re-apply
• other reason can re-apply after 3 years

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The Chapter places special emphasis on
post-selection member integration
On receipt of dues and documents applicant
immediately invited to all chapter events
?
Forum participation after membership
registration completed by chapter and YPO
International
Membership confirmed once all paperwork OK YPO
International accepts
Formal introduction to chapter members at next
event
Sponsor couple and membership chair to mentor new
members to attend events, integrate into chapter
Forum Chairman to encourage both member and
spouse to join a forum
Education Chairman to encourage new members to
give vote of thanks / day chair
?
New Members must attend 70 of the events in
their 1st year of joining
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Building a strong quality membership has its
lessons and challenges
Lessons
Challenges

• More emphasis on demographics needed
• Target size needs pre-planning
• Recruitment to emphasize size and demographics
• Importance of the CV form
• Dont invite potentials to events prematurely
• No cocktails prior to interview

• Old boys club syndrome
• Resisting lobbying and peer pressure for new
  members from existing members
• Delivering rejections to peers / friends
• Improving demographics particularly gender ratio

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Summary and Conclusion
Have current chapter demographic profile

• In the Bombay
• Chapter we believe
• in constantly
• striving at new ways
• to improve our
• Membership profile

Appoint Membership Committee
Learn Improve
Face pressure- do not compromise profile quality
Have formal Recruitment process
Member integration equally vital
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• PRESENTATION
• Two chapters to present chapter goals and any
  coordinated region plans

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• Wrap up Closing Comments

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• DONT FORGET TO FILL OUT THE EVALUATION FORM!!

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