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Project Refresh Comprehensive Global Membership Study North America Deep-Dive Webinar by LCI October 18, 2012 What we will cover today 1. Introduction 2. Non-member survey 3. Former member survey 4. Lion survey highlights 5. Key takeaways and next steps 2 I. Introduction 3 Why do this study? • Too many clubs have lost their vitality – 3 out of 5 clubs did not grow – A third had no new members • We need to learn what is going on and what we can do 2010 – 11 4 Research helps us understand. . . • Why some clubs are growing whereas others are shrinking • What are the predictors of successful clubs • Description of the “Ideal” club types • The future of club traditions • What successful Lions do to manage their clubs 5 Research phases 1. Data-mining Statistical analysis of growth patterns of club and membership (11 years of data) 2. Lion survey Surveyed over 7,800 Lions from 134 countries in all 11 languages about their experience 1+2=3. Profile the types of successful as well as challenged clubs 4. Former/Non-Lion survey Surveyed over 1,500 former members (English) Surveyed over 2,100 non-Lions (N.Amer. only) 5. Showcase Gold Clubs Online focus groups in English with members in clubs from 22 countries 6. Women & Family An in-depth analyses of women and family members 6 2. Non-member survey 7 Interest in volunteering in a group higher among women Interest in Volunteering Interested 38% Low Interest 62% Agreed at 4 or higher on a 6 point scale: • “I believe it is very important to volunteer for charitable organizations” • “I am/would like to be active in the local community” • “I am likely to consider volunteering for a Charitable service organization” More Women Interested than Men Men 42% Women 58% Source: Project Refresh Phase 4 Survey of North American Non-Lions 8 Lions clubs has the highest awareness Lions Clubs 73% Rotary 69% Kiwanis 63% Knights of Columbus 63% Masons 55% Elks 47% Optimists None of the above 32% 14% Source: Project Refresh Phase 5 Survey of Non Lions (Total Contact Sample) 9 Non-Lions perceive us as helping others Q: How well do each of the following statements describe Lions clubs? (% scored 5 or 6 out of 6) Provides valuable services that directly help others 61% Ensures that the activity helps the local community 59% Raises significant funds for charitable projects 58% Engages in activities that help people outside of local community Source: Project Refresh Phase 5 Survey of Non Lions (Total Willing to Volunteer) 45% 10 However, our customs alone are not a draw Q: How much do you think that you would appreciate each of the following unique aspects of Lions club? (% scored 5 or 6 out of 6) Exchanging Lions pins with other members 18% Wearing a signature piece of clothing (e.g. a yellow vest) 18% Wearing Lions fashion (jacket, emblem, shirts, etc.) 15% Beginning each meeting with a Lions Cheer/Roar 12% Singing the Lions Song 12% Source: Project Refresh Phase 5 Survey of Non Lions (Total Willing to Volunteer) 11 6 types of non-Lions interested in volunteering identified They all agree that providing services that directly help others, helping the local community, and offering opportunities for both men and women to participate are important Beyond Local 8% Family 8% Only Local 5% Casual 8% Networking 9% Low Interest 62% Source: Project Refresh Phase 4 Survey of Non Lions (Total Contact Sample) 12 3. Former member survey 13 Most former Lions had a positive experience Q: In general, how would you describe your overall experience with Lions Clubs? 53 81% Positive Slightly positive 28 19% Negative Very positive Slightly negative Very negative 11 8 Percent of Former NA Lions Responding… Source: Project Refresh Phase 4 Survey of Former Lions 14 Look beyond lifestyle changes to identify frustrations Q: How well do the following reasons describe why you are no longer a Lion? (% scoring 5 or 6 out of 6) 8 17 75% of Former Lions had an issue with the club 47 No Issues Life Issues Only Life & Lions Issues Lions Issues Only 28 Percent of Former NA Lions Responding… Source: Project Refresh Phase 4 Survey of Former Lions 1515 1 Top 5 reasons why members quit Q: How well do the following reasons describe why you are no longer a Lion? (% scoring 5 or 6 out of 6) Not enough younger members 43% The meetings were unproductive 41% The meetings were not enjoyable 33% I felt like I did not belong 32% The club felt too political 32% % Scoring 5 or 6 out of 6 on describes perfectly Excludes those who sited lifestyle change only Source: Project Refresh Phase 4 Survey of Former Lions 16 Next 5 reasons why members quit Q: How well do the following reasons describe why you are no longer a Lion? (% scoring 5 or 6 out of 6) Lions feels too old-fashioned and stodgy 31 I liked the club, but there were personal lifestyle changes 29 Not enough focus on helping members of the community 28 Not the types of services for the community interested me Leadership in my club changed and I didn't like the change 27 24 % Scoring 5 or 6 out of 6 on describes perfectly. Excludes those who cited lifestyle change only Source: Project Refresh Phase 4 Former Lions Survey 17 Poor service experience was a major source of dissatisfaction Q: How well do the following statements describe your former Lions club? (scored 5 or 6 out of 6) Gap Purely Life Change -39 Provides valuable services that directly help others -37 Ensures that the activity helps the local community -33 Raises significant funds for various charitable projects -34 Encourages members to take a leadership role at some point Issue with Lions 90% 51% 88% 51% 78% 45% 74% 40% 18 Club culture made a big difference too Q: How well do the following statements describe your former Lions club? (scored 5 or 6 out of 6) Gap -49 Life Style Change Only Very welcoming and makes me feel as though I belong -20 Offers opportunities for men & women to participate -43 Provides opportunities to socialize with other members -37 Welcomes diversity in its membership -31 +11 +35 Had Issues Embraces technology whenever possible 36% 58% 78% 41% 53% 22% 24% 12% 78% 77% 34% Members are all very similar to one another There are many cliques that I do not feel a part of 85% 35% 47% 19 4. Lion data-mining and survey highlights 20 NA clubs’ success rates by club size trends with the worldwide average Clubs with more than 16 members are significantly less likely to close in 10 years One quarter of clubs with 21- 25 members will close in 10 years % of Clubs Active within 10 Years World N. America 85% 71% 76% 90% 89% 93% 95% 97% 98% 93% 95% 97% 97% 51-60 61+ 83% 74% 57% 61% 39% 53% 38% Clubs smaller than 15 are less likely to survive beyond 10 years 1-10 11-15 16-20 21-25 Source: Project Refresh Phase 1 LCI DB 26-30 31-35 36-40 41-50 21 New clubs with more than 25 members significantly more likely to stay The survival rate for new clubs tends to be lower than the worldwide average. New clubs forming with 26-30 or more members have a much better chance of remaining active Club Survival Rate within 10 Years World N. America 86% 83% 79% 77% 70% 59% 87% 83% 86% 76% 75% 70% 61% 54% 14% 34% 21% 12% 8% 6% 3% 2% 20 21-25 26-30 31-35 36-40 41-50 51-60 61+ % of All New Clubs Charter Size Source: Project Refresh Phase 1 LCI DB. 51+ charter size to small to calculate survival rate 22 Percent of Clubs by Female Composition • North America has fewer clubs with no women (14% vs. 25%). • 43% have more than 30% women members (vs. 37% for the world). *Percent of Clubs by Female Ratio 100% 3% 11% 11% 75% 12% 37% of all clubs are more than 30% women 1% 13% 13% 13% 14% 41-50% Female 31-40% Female 16% 21-30% Female 16% 11-20% Female 25% 11% 25% 51%-99% Female 16% 12% 50% 43% of NA clubs are more than 30% women 100% Female 14% 0% 1-10% Female 0% Female Worldwide N. America *Note: Calculated for fiscal year 2012 among all clubs that are currently active Source: Project Refresh Phase 1 LCI DB 23 Lions do not represent the make-up of North America • More than half the population lives in a Suburban area or Second City • Vast majority of Lions are in smaller communities 100 90 % of Population 80 70 5 10 11 28 13 59% 60 50 20 40 72 30 20 28% Urban Suburban Second City Town & Country 41 10 0 Population Lions Clubs Source: Project Refresh Phase 1 LCI DB, Claritas Prizim database 24 Lions show little age diversity across geographies • Even though the ages of people living in the types of communities vary drastically • Town & Country skews older (matching the current Lions profile) whereas Suburban and Urban skew much younger Non Lions Age <24 25 to 34 35 to 44 45 to 54 55 to 64 65 to 74 75+ Total 5 17 15 20 13 18 4 Second Town & Urban Suburban City Country 6 7 3 3 29 15 20 13 19 21 14 9 11 12 41 18 14 10 5 19 13 15 15 23 4 7 1 5 (Those with some interest in service-based volunteering) Lions Age <30 30 to 39 40 to 49 50 to 59 60 to 69 70 to 79 80 to 89 90+ Total 4 7 13 21 26 17 11 1 Second Town & Urban Suburban City Country 6 2 7 3 4 8 4 6 9 12 10 14 22 22 21 21 26 23 24 28 19 16 17 19 14 17 17 9 2 1 0 Source: Project Refresh Ph 2 Current Lions Survey, Ph 4 Non-Lions Survey , Claritas Prizim database 25 Service the #1 reason why members joined Q: How well do each of the following statements describe the reasons why you became a Lion? (scored 5 or 6 out of 6) 86% To serve the community where I live 57% To participate in a specific service or cause 41% Be with friends who were already members 31% Opportunities to become a leader in the community Be with other family members who were members 21% Support a friend running for office in the club 21% To network to grow my own career/business 18% For the prestige of being part of a large international org. 17% To receive tangible recognition 8% 26 Classified clubs by satisfaction and member growth Gold Clubs have highly satisfied members and are stable or growing Growing Membership Gold Clubs 27% World = 32% Shrinking Low Satisfaction Source: Project Refresh Phase 2 Survey of Current Lions High 27 On the surface Gold and Blue clubs are similar • Demographically, there are no significant differences on: Gender Age Marital Status Presence of children Education Work status Income • Clubs were similar in average years since charter 28 Gold clubs are larger and growing Number of Members Gold 60+ 11% 51 to 60 11% 5% 41 to 50 11% 36 to 40 8% 30% Avg. % Growth 2001-01 vs. 2011-01 14% 61% 12% 31 to 35 11% 11% 26 to 30 10% 12% 8% 21 to 25 1 to 20 Blue -36% 14% 5% Source: Project Refresh Phase 2 Survey of Current Lions 29% 29 6 behavioral and attitudinal segments Clustered by description of their club Members of Stable/Growing Clubs who are Satisfied 27% Members of Shrinking Clubs or Members who are Dissatisfied 73% Clustered by wishes and Frustrations Gold Clubs 1. Family = 7% 2. Social = 10% 3. Philanthropic = 10% Blue Clubs 1. Want Openness = 18% 2. Want Support = 30% 3. Want Gender Balance = 25% Source: Project Refresh Phase 2 Survey of Current Lions 30 Profiles of the Gold clubs Family Clubs 7% Want Openness 19% Social Clubs 10% Want Support 30% Source: Project Refresh Phase 2 Survey of Current Lions Philanthropic Clubs 10% Want Gender Balance 25% 31 Gold club characteristics Q: How well do the following statements describe your Lions club? (% Scoring 5 or 6 out of 6) Family Finds ways to involve the children and families of members TOTAL Family Social Philanthropic 39 92 18 22 TOTAL Family Social Philanthropic Has regular meetings with other members to allow us to socialize 58 74 87 33 Is very welcoming and makes me feel as though I belong Has regular meetings with other members to plan upcoming initiatives Provides opportunities to socialize with other members whom I enjoy 68 80 81 72 60 77 81 49 64 80 77 59 Incorporates a sense of fun into the service activities 61 79 76 59 Social TOTAL Family Social Philanthropic Provides valuable services that directly help others 76 88 82 93 Raises significant funds for various charitable projects 62 70 67 87 Ensures that the activity helps the local community where I live 70 77 78 86 Philanthropic Source: Project Refresh Phase 2 Survey of Current Lions Legend: 10 points Higher Lower 32 Family clubs • These clubs find ways to involve the children and families of members • Members volunteer the most time per month and contribute a very significant portion of their income • Members most likely to describe there club to: Provide valuable services to the community Foster an environment of inclusiveness and belonging Provide opportunities for members to socialize, and Incorporate a sense of fun into the service activities. • They are savvy members who are knowledgeable about the organization and have taken advantage of support and training from LCI HQ, District leadership, and club mentors Source: Project Refresh Phase 2 Survey of Current Lions 33 Social clubs • More focused on the social aspects of volunteering However, they are not motivated to include family • They are more likely to have regular meetings with other members for the purpose of socializing and, secondarily, planning upcoming events • They make members feel welcome, provide social opportunities, and incorporate a sense of fun into the service activities Source: Project Refresh Phase 2 Survey of Current Lions 34 Philanthropic clubs • Their top two drivers are: Raise significant funds for various charitable projects Ensures that the activity helps the local community where they live • They are significantly more likely to provide valuable services that directly help others • They tend to be less social and are less likely to have meetings for either planning upcoming initiatives or socializing They are also not motivated to include family in club life. Source: Project Refresh Phase 2 Survey of Current Lions 35 Profiles of the Blue “challenged” clubs Family Clubs 7% Want Openness 19% Social Clubs 10% Want Support 30% Source: Project Refresh Phase 2 Survey of Current Lions Philanthropic Clubs 10% Want Gender Balance 25% 36 Blue club characteristics Q: How much do you agree that the following statements describe any wishes or frustrations that you may feel toward Lions club? (% Scoring 5 or 6 out of 6) Want Openness More protections need to be in place to ensure that club funds are used properly More protections need to be in place to ensure that club elections are run fairly Want Support I wish our club had more members I wish that I was more knowledgeable about the services that other Lions clubs are providing around the world I would like for the District Leadership to provide more inspiration for our club I wish that I was more knowledgeable about Lions Clubs International structure I would like for the District Leadership to better support our club I would appreciate having a mentor to help explain things to me Want Gender Balance I would like for our club to more equally involve both men and women I wish that our club would allow more women to serve in leadership roles Source: Project Refresh Phase 2 Survey of Current Lions TOTAL Openness Support Gender Balance 29 55 11 14 23 45 7 12 TOTAL Openness Support Gender Balance 70 66 78 76 44 39 46 41 41 40 40 38 37 38 35 40 39 35 34 35 29 31 29 22 TOTAL Openness Support Gender Balance 41 38 13 67 38 35 9 58 Legend: 10 points Higher Lower 37 Want Openness • The majority of members in these clubs want transparency to see that club funds are used properly • Significantly more of these members also want reassurance that club elections are run fairly • These clubs are very important because: They donate the highest percentage of their income to Lions Clubs 2nd highest in terms of how much time they volunteer and how much they contribute to LCIF • Only a minority of members of this type of club believe that they have any influence in their club or are satisfied by the rewards that they receive for their investment of time and money. Source: Project Refresh Phase 2 Survey of Current Lions 38 What Gold clubs do to foster openness Nomination • Nominations can be made by any member •Positions are available to all •Avoid “next in line” approaches Operation •Advanced notice •Formal ballots •Results are open Finance • Monthly financial reports shared at meetings • Statements and books available to anyone • Regular audits by outside party • Multiple signing authority on all accounts Operation •No closed directors meetings •All key decisions are made via club vote •Officers change on a yearly basis Elections Governance Source: Project Refresh Phase 6 Online Focus Groups 39 Want Support • Members of this type of club score the highest on wishing that their club had more members • However, they have a very low desire for gender balance • They seem as though they would like to be empowered to help turn around the situation for their club • In a rank ordered sense they: Wish they were more knowledgeable about the services that other Lions clubs are providing around the world as well as the structure of LCI They would appreciate a mentor to help explain things to them They would like more help from the District Leadership -- providing both inspiration and support Source: Project Refresh Phase 2 Survey of Current Lions 40 Clubs find support in many ways Using External Resources Independents Independently minded: Clubs feel they can meet their needs on their own. Internal Credit Strong leadership: Club leadership is resourceful. Straight to the Source Zone/District resources LCI resources Website Categories are not discreet. Respondent may fall into more than one grouping. Connected members: Hold district or international posts. “In-theknow.” Source: Project Refresh Phase 6 Online Focus Groups Newsletter 41 Want Gender Balance • These clubs have the fewest number of members in total and the lowest ratio of women to men overall • Members of these types of clubs would like more women to be involved and wish that their club would allow more women to serve leadership roles • Interestingly, the survey respondents skewed slightly more male Source: Project Refresh Phase 2 Survey of Current Lions 42 Beyond equitable behavior is the challenge of Attitudes Behaviors: Attitudes: Truly value women •Believe women bring unique perspectives, a strong work ethic and make the club more appealing and likely to grow. Accepted but not fully valued •Establishing an attitude of equality is challenging. Not valued • Don’t see the value and face true resistance. Balanced Roles Limited or not accepted Source: Project Refresh Phase 6 Online Focus Groups 43 Percentage of club types around the world North America indexes high in Want Support clubs but low in Family clubs Worldwide N. America 30 24 18 14 7 10 10 21 23 25 8 10 Gold Clubs Source: Project Refresh Phase 2 Survey of Current Lions Blue Clubs 44 Gold clubs are receiving more support District leadership provides helpful advice & guidance, club mentors help ensure the club will succeed, Guiding Lions are flexible and attentive Q: How much do you agree with the following statements about resources to assist Lions with your club’s initiatives?(% Scoring 5 or 6 out of 6) Gap -5 District leadership shares stories of successful projects -1 LCI HQs provides valuable services 49 51 51 District leadership provides helpful advice and guidance LCI HQs provides very useful support and resources Our Guiding Lion was flexible & attentive to our needs 33 -9 Our club has mentors that help us succeed 33 -3 LCI HQs provides helpful training -3 I frequently take advantage of the training provided by LCI 3 Our club has a Guiding Lion to help us succeed 2 Sometimes Dist. leadership has stifled ideas/creativity at our club -6 -1 -10 Source: Project Refresh Phase 2 Survey of Current Lions 54 46 51 48 47 44 42 42 39 23 20 14 17 11 12 Gold Blue 45 Giving of time and money varies by club type Family clubs show higher levels of time and money dedicated to club activity Want Openness club members are actually generous in their and money Hours/Month Volunteered for Lions Cubs Social club members are satisfied but show low level of giving 25 Family 20 Philanthropic Social 15 Want Support 10 5 Want Openness Want Gender Balance 0 0% 1% 2% 3% 4% 5% % of Income Donated to Lions Club 6% 46 Where Blue Clubs are under-delivering • Biggest gap is finding ways of involving children and families • Also incorporating a sense of fun Importance Q10. When it comes to volunteer activities, how important to you are each of the following statements? MINUS Q22. How well do the following statements describe your Lions club? 56 Having regular meetings with other members to allow us to socialize 50 Ensuring that the activity helps people beyond my local community 2 80 Offering opportunities for both men and women to participate 2 65 Having regular meetings with other members to plan upcoming initiatives -3 49 Offering opportunities for individual Lions to receive awards for jobs well done -3 68 Encouraging many members to take leadership roles -3 31 Infusing a sense of formality and decorum 85 Ensuring that the activity helps the local community where I live 75 Raising funds for various charitable projects 18 Providing networking opportunities that can help me with my career/business 91 Providing valuable services that directly help others 82 Incorporating a sense of fun into the service activities 51 Finding ways to involve the children and families of members -30 Source: Project Refresh Phase 2 Survey of Current Lions 5 -5 -5 -6 -6 -9 -20 -25 -20 -10 0 10 47 Family Involvement a lost opportunity among Gold clubs as well • Gold clubs do well in delivering on most attributes • Incorporating a sense of fun and involving families are where common gaps are Importance Q10. When it comes to volunteer activities, how important to you are each of the following statements? MINUS Q22. How well do the following statements describe your Lions club? 49 Ensuring that the activity helps people beyond my local community 77 Raising funds for various charitable projects 82 Offering opportunities for both men and women to participate 5 52 Offering opportunities for individual Lions to receive awards for jobs well done 5 63 Having regular meetings with other members to allow us to socialize 4 70 Having regular meetings with other members to plan upcoming initiatives 89 Ensuring that the activity helps the local community where I live 71 Encouraging many members to take leadership roles 1 33 Infusing a sense of formality and decorum 1 92 Providing valuable services that directly help others 0 18 Providing networking opportunities that can help me with my career/business 84 Incorporating a sense of fun into the service activities 52 Finding ways to involve the children and families of members -25 Source: Project Refresh Phase 2 Survey of Current Lions 15 7 3 2 -4 -8 -16 -15 -5 5 15 48 North American Lions’ meeting frequency preference Clubs are meeting slightly more frequently than members prefer. 84% are actually meeting a few times a month or more; however, only 70% prefer to meet that frequently. 100% 0 0 1 4 14 90% Never 26 80% Less frequently than once a month 70% 60% Once a month 68 50% 40% 52 A few times a month 30% Once a week 20% 10% 15 15 0% 3 Preference 1 Actual Source: Project Refresh Phase 2 Survey of Current Lions More than once a week 49 Majority of Lions prefer to meet weekday evenings Most clubs are actually meeting at that time A few more would prefer weekday mornings. 100% 2 1 90% 80% Anytime Sunday 70% 60% 71 77 50% Weekday evening 40% Weekday lunchtime Weekday morning 30% 20% 20 10% 0% Anytime Saturday 7 Preference Source: Project Refresh Phase 2 Survey of Current Lions 19 3 Actual 50 Many more Lions Clubs offer a meal than desired The majority of clubs meet over a meal (88%). However, only 70% prefer to meet over a meal. 100% 13 90% 30 80% 70% 60% 50% 88 40% No Meal Meet Over Meal 70 30% 20% 10% 0% Preference Source: Project Refresh Phase 2 Survey of Current Lions Actual 51 NA Gold & Blue clubs identical on practice & perceptions of rituals. NA more likely to find vest important. Vest Pin Exchange 100 75 50 100 34 41 37 18 50 65 65 20 15 17 World Gold Blue 75 50 48 20 30 33 55 25 25 25 0 World 15 12 Gold Blue 0 Cheer/Roar Song 100 100 27 19 19 75 50 31 17 18 53 53 75 42 50 51 25 50 40 25 31 31 30 0 29 30 29 Gold Blue Source: Project Refresh Phase 2 Survey of Current Lions Practiced, but Not important Not practiced 0 World Important World Gold Blue 52 Groupings of non-Lions loosely map to existing clubs There are existing Lions Clubs for the most attractive 4 segments of NonLions. There may be an opportunity for two variations of Philanthropic Clubs -- Local and Beyond Local. Encouraging Social Clubs to allow networking would make them more attractive to the Networking NonLions. Family Clubs Social Clubs Philanthropic Clubs Beyond Local Family Networking Provide Valuable Services Want Protections Want Support Only Local Casual X X Low Interest Want Gender Balance Source: Project Refresh Ph 2 Current Lions & Ph 4 Non Lions Surveys 53 4. Conclusions and Next Steps 54 Key takeaways 1. Club size matters There are thresholds of success for both existing and new clubs 2. 3 segments of successful clubs were identified: All index high on providing satisfying service experience i. Family clubs – family involvement in club life is important ii. Social clubs – enjoy the fellowship aspect but no interested in family involvement iii. Philanthropic clubs – very focused on service but not so much on fellowship or family involvement 3. There are 3 segments of challenged clubs: They index low in the quality of service experience i. Want openness – frustrated with lack of transparency ii. Want support – desired more members but is feeling lost; also not concerned with lack of gender balance iii. Want gender balance – frustrated with women not being treated as equals 4. 5. 6. 7. Our unique rituals and customs are beginning to lose relevance Non-Lion survey shows there is potential for growth Women and families are key to our future success There is a large gap in age profile between current clubs and their communities 55 Next Steps Recommend GMT and GLT teams focus on and emphasize the importance of: 1. Chartering clubs at 25 or more members to make them more viable 2. Being sensitive to member experience Encourage the use of “How Are Your Ratings” 3. Making service central to everything we do Encouraging the use of Community Needs Assessment 4. Promote CEP as the way to synthesize member experience with improved service to community Need to focus extension efforts in higher population area with younger members 1. 2. 3. 4. Establish more family-friendly clubs Allow for networking opportunities Need to learn from successful clubs in these areas about what works Need CGL with experience with younger adults in high population areas 56 Project Refresh Comprehensive Global Membership Study North America Deep-Dive Webinar by LCI October 18, 2012