Transcript Overview of 2010 Annual Report and Benchmark Survey

Overview of 2010 Annual Report
and Benchmark Survey Results
Prepared by Glenn Lortie
Market Research Manager
for August 18, 2011 call
About the Annual Reports and
Benchmark Surveys
• Annual Report is to be completed every year by State
Council and Local Chapter leaders
• Benchmark Survey is a biennial (every two year) study
– Designed to provide state leaders with information so they
can measure their organization against their peers
– First undertaken in 2005
• Summaries of results are now posted in the State and
Chapter Online Resource Center
Two separate reports … Many items
Annual Report Items
Bylaws, Budgets, Plans, Policies
Use of CPA / Accounting firms
Financial Document Preparation
State Council Accounts
Authorized Signatories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Slides
4 – 13
Board of Director and General Membership Meetings . . . . . . . . . . . . . . . . .
14 – 16
State Council Activities and Annual Educational Symposiums . . . . . . . . . .
17 – 19
Mentoring and Orientation Programs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
20 – 21
Member Communication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
22 – 27
State Council Officer Elections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
28 – 29
Benchmark Survey Items
Slides
State Council Composition - (2-tier / 3-tier structure) Utilization of SIGs . . .
4–6
Committees / Work Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
7 – 10
Government Affairs and Legislative / Advocacy Activities . . . . . . . . . . . . . . .
11 – 16
Education and Education-related Activities . . . . . . . . . . . . . . . . . . . . . . . . . .
17 – 27
Member Recruitment and Retention . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
28 – 31
Member Meetings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
32 – 38
Officers and Terms of Office; Board of Directors; Code of Ethics; Whistleblower
Protection; Casting Votes – State Elections . . . . . . . . . . . . .
39 – 45
General Assembly – Delegate selection; Delegate requirements; Delegate
expenses; Reimbursement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
46 – 51
Corporate Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
52 – 57
Exhibiting at Other Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
58 – 61
Other items – Financial Support (for members to conduct research) and
Web sites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
62 – 64
Some Examples –
Member Recruitment and Retention
General Assembly Delegate Selection
Expense Reimbursement
Does your organization have a Membership
Committee? From survey, we learn 3-in-4 do
2010
2008
2006
2005
Government Relations
42 (84 %)
80 %
79 %
79 %
Education
39 (78 %)
83 %
86 %
72 %
Injury Prevention
39 (78 %)
72 %
88 %
93 %
Membership
38 (76 %)
67 %
76 %
72 %
General Assembly / Delegation
25 (50 %)
33 %
48 %
46 %
Trauma
25 (50 %)
57 %
79 %
79 %
Pediatrics
24 (48 %)
52 %
74 %
75 %
Nominations / Elections
19 (38 %)
39 %
40 %
46 %
Awards
17 (34 %)
26 %
33 %
32 %
Nursing Practice
14 (28 %)
30 %
40 %
29 %
Trauma and Pediatrics (combined)
13 (26 %)
35 %
36 %
25 %
Finance
12 (24 %)
17 %
24 %
11 %
Fundraising
12 (24 %)
NA
NA
NA
Research
4 (8 %)
7%
10 %
7%
Governance
2 (4 %)
0%
12 %
15 %
17 (34 %)
35 %
NA
NA
Q.: Which of the following committees
do you have? (CHECK ALL THAT APPLY)
(Other, please specify)
How active is your organization in member recruitment?
Nearly half of leaders describe their organization as being
“very active” in member recruitment (up from 22% - 2008)
Q.: How active is your organization in each of the following ...?
Member education
(2009 / 2008 percentages →)
Member communication
Member recruitment
Legislative issues
Nursing practice issues
Injury prevention
Research
Very active
Somewhat
active
Not too
active
Not at all
active
58 %
32 %
10 %
0%
58 % / 43 %
34 % / 45 %
8 % / 13 %
0%/0%
54 %
46 %
0%
0%
40 % / 40 %
56 % / 51 %
4%/9%
0%/0%
47 %
35 %
18 %
0%
30 % / 22 %
54 % / 54 %
16 % / 24 %
0%/0%
36 %
42 %
18 %
4%
30 % / 17 %
36 % / 51 %
32 % / 26 %
2%/6%
24 %
50 %
26 %
0%
18 % / 15 %
46 % / 40 %
34 % / 40 %
2%/4%
16 %
52 %
24 %
8%
28 % / 21 %
48 % / 40 %
16 % / 32 %
8%/6%
0%
14 %
42 %
44 %
8%/4%
8%/9%
40 % / 30 %
44 % / 57 %
2009 / 2008 percentages are italicized
2006: NA
2005: NA
Increased focus has paid off …
• Compared to 2008, State Councils seem
to be more connected with goal of
member recruitment
• All-time high membership (39,391)
reached at end of May 2011
– 13% increase over May 2008 (34,850 members)
Does your organization have an orientation program for new
members? Relatively few (less than 1-in-3) have one –
Is this an opportunity?
2010
2009
2008
2006 &
2005
a mentoring program for existing members? (% YES)
22 %
28 %
19 %
NA
a mentoring program for officers? (% YES)
62 %
58 %
64 %
NA
an orientation program for new members? (% YES)
29 %
14 %
15 %
NA
an orientation / transition program for officers? (% YES)
66 %
64 %
60 %
NA
Q.: Does your organization have ...
Does your organization utilize a point system to select
General Assembly delegates? Most do – 84%
Previous Data
2008
2006
2005
79%
79%
83%
28%
33%
41%
11%
40%
31%
6%
24%
26%
4%
7%
10%
4%
5%
0%
13%
14%
7%
10
How does your organization reimburse for expenses?
Two-in-three reimburse with receipts (trending down)
Previous Data
2008
2006
2005
74%
90%
97%
Among the 15 that provided an answer, the most
frequent per diem was $75 →
(There was no officer vs. non-officer difference)
11
A copy of the questionnaire together
with the summaries of results have
now been posted. If you have any
questions, please contact:
Kari Zick (Component Relations)
or Glenn Lortie (Marketing)