Transcript Membership & Roster Maintenance Officers’ Training Workshop September 2012 Kevin Shanahan Agenda 1. Membership Promotion 2.

Membership & Roster
Maintenance
Officers’ Training Workshop
September 2012
Kevin Shanahan
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Agenda
1. Membership Promotion
2. Roster Maintenance
3. Questions
2
Participating Memberships continue to
show steady growth
Participating Membership
Growth
2
11
4,6
2009
3
2
22
4,7
2010
0
,95
4
2
2011
“Maximizing Stakeholder
participation to reflect
the market”
This will add to
high quality standards and
market buy-in.
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Benefits of Membership Promotion
 Increases technical expertise in a certain
area
 Helps maintain a balance of interests
 Supports development of new activity
 Increases international participation
 Introduces new stakeholders to the
ASTM process
 Promotes awareness of ASTM’s mission
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Determine Focus of Campaign
 New Work Items
 Task Group Activity
 Significant revision to an
existing standard
 Input from Staff Managers and
Committee Officers
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Audience for Distribution
 Mailing Lists
 List Swaps with Trade
Associations
 Conference Attendees
 Symposia Attendees
 Meeting Visitors
 Personal Invitations
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Formats for
Promotional Material
 Fact Sheets
 Ecards
 Invitation Letters
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Additional Strategies
 MoU Promotions
 International
Partnerships
 Student Members
 One-on-One
Engagement
 Invite a Colleague
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Team Resources
 Staff Manager
 Member Promotion Manager
 Marketing Department
 Art Department
 Corporate Communications
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Technology
 The most effective delivery takes place
if efforts are in both formats:
• Hard copy
• More convenient for some companies
• Electronic
• Easy and convenient
• Instant delivery
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Introduction to Roster Maintenance
 Used by membership secretaries and subcommittee chairs
 Used for assigning classification and voting privileges to
new members and members that change employment
 Used for maintaining balance as the roster changes
 Used for creating membership reports for meetings
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Roster Maintenance
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View Pending Members
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Sample New Member
Application Notice
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View Pending Members
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Notification to Member
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Pull-down Menu of
Membership Report Options
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Roster by Individual
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Producer Wait List
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Balance Report
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Membership Report Provides
Information within Date Ranges
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Excel Roster to Sort Information
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Meeting Attendance
Roster
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Process for Handling New
Member Applications
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Member Application
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Classification and Voting Status
 Classified Committee – review of company and major product or service
provided
• Would the member be considered a producer, user, (consumer only
on some committees), or a general interest according to the scope of
the committee?
 Review of roster
• Is there a member from this same voting interest already on the
committee with a vote?
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Balance of Interest
ASTM
Producer
User &
General
Interest
Classified Technical Committees are balanced.
No excess influence by any interest group
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Producer Vote Wait Lists
 Created when the number of potential voting producers is
greater than the number of voting user and general interest
members combined.
 Producers are removed from the wait list and given votes
when
• New user and general interest members are added as voting members
• Other producer members resign
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Methods: Approving
Applications
 Executive Subcommittee meetings
 Ballot of Executive Subcommittee
 Authority granted by Executive
Subcommittee to Membership
Secretary to approve applications
between meetings
• Action is subsequently reviewed
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Website Tools
 Membership Orientation
 Invitation to a Colleague
 Membership Types &
Benefits
 Renewing via Website
 Value of Membership
Video
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Information Tools for
Members
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Questions
Kevin Shanahan
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[email protected]