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WELCOME AND INTRODUCTIONS

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Title: WELCOME AND INTRODUCTIONS


1
(No Transcript)
2
  • WELCOME AND INTRODUCTIONS

3
Loay Nazer
  • Chair
  • Membership Officers Workshop
  • Saudi Chapter

4
Simon Preston
  • Vice Chair
  • Membership Officers Workshop
  • London-Westminster Chapter

5
Pierre Marcel Blanchot
  • International Board Member
  • Membership Officers Workshop
  • Paris Chapter

6
Susannah White
  • YPO Staff
  • Membership Officers Workshop
  • Area Director, Pacific US Region

7
Rahul Baswani
  • YPO Staff
  • Membership Officers Workshop
  • Area Director, Middle East
  • Southern Asia

8
Winnie Kwok
  • YPO Staff
  • Membership Officers Workshop
  • Area Director, Northern
  • Southeast Asia

9
Isabella Meijer
  • YPO Staff
  • Membership Officers Workshop
  • Membership Marketing Director,
  • Europe

10
Objective
  • To provide incoming Membership Chairs with the
    tools, knowledge and ideas to direct their
    chapters membership program

11
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

12
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!!!

13
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

14
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

15
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

16
Global Membership Picture
17
Global Membership Picture
18
Global Membership Picture
19
  • How Does YPO Change the Lives of Those Who Change
    the World?

20
Fred Uytengsu
  • International Chairman 2002-2003
  • Philippines Chapter

21
  • How Much Do You Know About YPO Membership? Take
    the quiz

22
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

23
BONUS QUESTION
  • Only one King is a member of YPO
  • KING ABDULLAH OF JORDAN

24
  • GLOBAL MEMBERSHIP PICTURE

25
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

26
Global Membership Picture
  • Plan 50/50
  • To make YPO an organization with 50 of its
    members outside the United States by 2005

27
Global Membership Picture
  • Current Membership Numbers
  • Total Members 8,754
  • As of 1 April 2003

28
Global Membership Picture
  • Number of Chapters by Region 171 total

29
Global Membership Picture
  • Predicted 49er Attrition (2003-2008)

30
Global Membership Picture
  • New Member Growth (1998-2003)

31
Global Membership Picture
  • Current Number of Female Members by Region
  • 440 members (5 of overall membership)

32
Global Membership Picture
  • Age Distribution for All Members

33
Global Membership Picture
  • Global Business Type Percentages

34
Global Membership Picture
  • Global President Type Percentages

35
Global Membership Picture
YPO Membership Anomalies and Opportunities
  • Southeastern US
  • 6 States
  • 1 Chapter
  • Los Angeles Area
  • 11 Chapters

36
Global Membership Picture
YPO Membership Anomalies and Opportunities
Large geographic areas with limited membership
representation
37
Global Membership Picture
YPO Membership Anomalies and Opportunities
Japan 1 country 1 chapter 155 members
38
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

39
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

40
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

41
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
42
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)
43
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?

44
  • FUTURE OF YPO MEMBERSHIP

45
Alex Cappello
  • International Chairman 2003-2004
  • Bel Air Chapter, Santa Monica Bay
  • Chapter, At Large Portugal, At
  • Large Russia

46
  • BREAK!
  • Please locate your table assignment before you
    leave the room.

47
  • ROLE OF THE
  • MEMBERSHIP CHAIRMAN

48
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

49
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

50
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.

51
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?

52
  • BREAKOUT SESSION I
  • Chapter Diagnostics Best Practices

53
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?

54
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

55
  • THATS IT FOR TODAY!

56
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57
  • Review of Breakout Session I
  • Best ideas from yesterday

58
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)

59
Mike Lipkin
  • President of Environics/Lipkin

60
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61
  • RECRUITING
  • How to Get Them in

62
Rules of Recruiting
  • Its a member-to-member interaction
  • Concentrate on global access first
  • After global, address local experience
  • PASSION!!

63
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

64
Sample Membership Process Checklist





65
  • BREAK!
  • Please locate your table assignment before you
    leave the room.

66
  • INTEGRATION
  • How to Keep Them There

67
How Many Do We Bring In
68
How Many Do We Lose
69
Retention
  • Why do we lose members?
  • How do we keep them?

70
Keys to Retention
  • Mental
  • Pride in membership
  • Knowledge of YPO product
  • YPO changes our lives
  • Physical
  • Local events
  • Forum
  • International events

71
Retention
  • Two distinct types of members
  • Dont want to pay and are resigned
  • Pay, but dont attend anything

72
  • NETWORKING

73
Buddy Teaster
  • YPO Staff
  • Chief Networking Officer

74
NETWORKING
Connecting Members with Members
Meetings-in-Meetings
Industry Groups
Interest Groups
YPO Marketplace
Action Networks
Focus Forums
Ambassadors
75
Networking
  • The network is YPO/WPO/YEO/WEO/CEO
  • Serving and connecting 17,000 O members
  • Low/no cost, high impact programs and
    opportunities

76
Member to Member Exchange
  • Business
  • Personal support
  • Medical

77
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

78
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

79
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.

80
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

81
YPO Networking
  • I can do that in YPO?
  • YES, you can!

82
  • WORKING LUNCH
  • BREAKOUT SESSION II
  • Chapter/Regional Goal Setting

83
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

84
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85
  • NEW MEMBER ORIENTATION
  • Best Practice from the Pacific US

86
John Bendheim
  • Pacific US Region Chair
  • Bel Air Chapter

87
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

88
  • The Value of International Events

89
Marco Van Embden
  • International Board Member
  • Cape Town Chapter

90
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
91
  • Forum and Its Role with Membership

92
Mark Scheinberg
  • International Forum Committee
  • Yankee Chapter

93
Forum and Membership
  • A Perfect Fit

94
For Discussion
95
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96
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97
How does Forum fit in?
98
How does Forum fit in?
99
How does Forum fit in?
100
Forum Intimacy Member Connectivity
  • A New Vision of the Networks Potential

101
Forum Intimacy Member Connectivity
  • A Better Way to Sell YPO Through Networking

102
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?

103
How Can Forum Help?
  • Include the Forum Officer on the membership
    committee
  • Use forums to recruit members
  • Introduce prospective members to moderators

104
How Can Forum Help?
  • Use forum exercises in prospective member
    meetings
  • Use forum moderators as the ambassador
    committee

105
Forum and Membership
  • A Perfect Fit

106
  • Membership Tools on MyYPO

107
  • Membership Application Nuts Bolts

108
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

109
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.    
110
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 

111
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.
112
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

113
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

114
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

115
Membership Renewal
  • What?
  • Dues Recertification
  • When?
  • 1 April 1 July
  • How?
  • Individual forms mailed online

116
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

117
  • Best Practice Membership Process

118
Hiten Khatau
  • Bombay Chapter

119
BOMBAY CHAPTERS MEMBERSHIP RECRUITMENT PROCESS
  • Presentation
  • by
  • Hiten Khatau
  • Chapter Chairman 2002 - 2003

120
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

121
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
122
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
123
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

124
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

125
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

126

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

127
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
128
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

129
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
130
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131
  • PRESENTATION
  • Two chapters to present chapter goals and any
    coordinated region plans

132
  • Wrap up Closing Comments

133
  • DONT FORGET TO FILL OUT THE EVALUATION FORM!!

134
(No Transcript)
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