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Membership ProposalChapters & Individual Members

November 9, 2003

James GalvinMirjam KuehneLynn St. AmourNelson SanchezAnne ShroederTerry Weigler

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Agenda

• Presentation Objectives• Some Perspective (setting the stage for

success)• Members & Chapters• Services Analysis• ACM and IEEE Comparisons• Membership System Selection Process• Business Plan• Governance

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Presentation Objectives

• Board acceptance of the proposed model and value proposition

• Board acceptance of the business plan structure, (pending the approval of the 2004 budget??)

• To ensure maximum support for Chapters and inclusion of all individual members, we request a specific resolution from the Board supporting that the individual member election of Trustees be through Chapters.

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Setting the Stage for Success

• An attractive, credible, and sustainable value proposition

• Proposal includes a senior membership manager– ISOC has never had a (senior) membership manager

• We now have project management staff– Better able to support outreach

• Building the infrastructure to support Chapters– Replacing the database system– Developing templates and other resources for

chapters– Greater empowerment for chapters and individuals

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Why members?

• Greater legitimacy with more representative number of Internet users

• Greater knowledge through more (and more representative) member polls

• Greater ability to reach out locally, globally• Greater ability to support and sustain local and topical

initiatives• Greater number and more vital chapters• More partnership possibilities with other organizations• Expanded channel for educational and public policy

initiatives

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Why paid members?

• It’s the natural next step in a membership program• We have a value proposition to offer and people are

willing to pay for it– People want to do more, to help, to be involved, to be

educated. This requires a funding stream.

• Increased stature and increased credibility for ISOC• Enhanced credibility of members and implied higher

quality• It’s not about voting

– At best, voting is one of many possible benefits

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Why Chapters?

• Significant source of value and community for members• Increases ISOC’s ability to reach out locally, globally• Increases ISOC’s ability to support and sustain local,

topical initiatives as well as global initiatives• Expanded channel for ISOC’s educational and public

policy initiatives• Expands ISOC’s knowledge through interactions with

Chapters• ISOC’s international reach is key asset

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What to call members?

• ISOC– Global Member– Fellow– Member (was Associate)– Patron

• IEEE– Student– Associate– Member– Senior– Fellow– Honorary

• ACM– Student– Member

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Survey Results - Services

• Survey shows that we are proposing a good set of benefits and services (over 800 responded)

• Everything except quarterly hardcopy is important to over 40% of respondents– virtual library (79), monthly electronic (65), survey summary

(61), virtual chapters (60)

• Overall, the following are the priority:– member ID card– publications– members only area– web conferences– virtual chapters

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Survey Results - Services (cont. 1)

• Member ID Card (53) tops the list of benefits people believe should be part of a paid membership program, followed by:– member only area (42), quarterly hardcopy (42), virtual

library (38), member directory (37), web conferences (32) survey analysis (27)

• Member ID Card (39) tops the list of benefits people are willing to pay for, followed by:– quarterly hardcopy (24), virtual library (23), members only

area (18), web conferences (16), member directory (16), virtual chapters (11), survey analysis (10)

– These numbers are "low" as absolute numbers but we do not expect all members to be paying members

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Survey Results - Services (cont. 2)

• monthly electronic (76)• isoc announcements (72)• surveys (66)• discussion forums (64)• survey summary (63)• monthly newsletter (57)• virtual library (51)

• quarterly hardcopy (20)• member id card (27)• member only area (33)• web conferences (38)• fellow recognition (38)• member directory (40)• survey analysis (43)• virtual chapters (43)• moderated discussions (46)

This is how the respondents ranked what they wanted to be free.

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Leading to: Proposed Member Services

Global Members• isoc announcements (72)• surveys (66)• discussion forums (64)• survey summary (63)• monthly newsletter (57)• virtual chapters (43)• fellow recognition (38)• member id card (27)

Members (paid)• monthly electronic (76)• virtual library (51)• moderated discussions

(46)• survey analysis (43)• web conferences (38)• member only area (33)Future• member directory (40)• quarterly hardcopy (20)

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Member Services (cont.)

Global Members• Electronic Annual Report• Survey Summary• Workshop Portal• Regional Workshop

Materials

Members• Annual Report• Standards Update • IETF Update• Survey Analysis/Reports• Internet Policy Portal• Expert Conference Series• Conference Proceedings

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Chapter Services and Support

• Online Chapter corner– best practices– media program– templates: letterhead, newsletters, press releases

• Award programs– New members– Member retentions– Activities

• Member database– Better Reporting facilities– Survey tool– Event management

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Compare to ACM and IEEEACM

• Continued learning– Professional development

center

• Well rounded perspective– Journals, magazines, CACM

• Customized information– ACM Portal

• Cutting edge conferences

• Intellectual home– Special Interest Groups

• Networking opportunities– Join a Chapter and work with

local experts

• Tangible rewards– Career resource, email alias,

other affinity programs

IEEE• Essential information

– Publications, digital library, email updates

• Networking– Section activities, technical

societies– 10 regions, 300 local sections,

1150 technical chapters

• Career Development• Exclusive benefits

– Email alias, discounts, other affinity programs, code of ethics

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Membership Cost Comparison

• ACM– $99 per year– $198 per year with ACM Portal

• IEEE– $117-147 per year (region dependent)

• Various discounts are available in both• Our proposed services and benefits are

competitive, as long as we follow through and focus on consistent, high quality delivery. This is key to member retention.

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Membership Structure

• Individuals– Global Member– Fellow– Member– Patron

• Chapters– Communities of

Interest– Virtual

• Organizations

Internet Society(ISOC)

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OM

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LegendCh – ChapterVCh – Virtual ChapterGM – Global MembersM – MembersOM – Organization Member

Relationshipsc = Chartereda = Affiliatedm = Member

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Figure 1 – ISOC Membership Program Model

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a a a

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Membership System Selection Process

• 9/22/2003 - RFP release to ~ 20– We had ~15 with 4-5 from other channels– All-encompassing open-ended with respect to

technology, open source vs hosting vs other commercial solutions

• Surveys and post RFP discussion– 2 hour teleconferences, twice a week

• 10/6/2003 received 11 responses (a few late)• Now have a short list of 4 (alphabetical)

– Aviansus - Saraf Software Solutions– iMIS10 (Advanced Solutions) - Active Matter– Q - Go Members– Raiser’s Edge - Blackbaud

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Membership System Selection Criteria

• Full membership management support• Integrated membership and financial modules• Web enabled and Integrated with ISOC Web site• Support for Chapters• Event management including Surveys and Elections• Support for Mailing Lists and Publications distributions• Committee management• Support for dues/fees processing• Multilanguage/Multinational support and functionality• Cost effective Open Standards and Open Architecture

technology (minimize dependence on vendor for future enhancements)

• Scalable and Strategic – Allows ISOC to position itself for today’s and future needs.

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Membership Forecasts

Today J ul- 2004 Dec- 2004 Dec- 2005 Dec- 2006 Dec- 2007

Global Members 16,000 30,000 60,000 100,000 200,000 500,000

Members 125 *1,000 1,500 3,000 6,000 10,000

Chapters 80 90 110 175 250 300

*Organization members will get complementary memberships. Estimated to be about 500.

2003 2004 2005 2006 2007 Total

Member Revenues 12,500 150,000 300,000 600,000 1,000,000 2,062,500

Other Revenues 10,000 20,000 100,000 200,000 330,000

Total 12,500 160,000 320,000 700,000 1,200,000 2,392,500

We are planning an annual membership fee of $100 USD based on analysis of other organizations.

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Business Plan Structure

• One-time Vendor System, Implementation, Training costs range:

150,000$ to 225,000$• Annual contracts/hosting and maintenance fees range:

15,000$ to 25,000$ and is included in some offers• Administration costs= 50% membership manager, 75%

administrator, 30% accounting, 75%project manager, web administration costs, materials development, communications

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Business PlanBudgetUS$ 2003 2004 2005 2006 2007 Total

REVENUES

Total 12,500 160,000 320,000 700,000 1,200,000 2,392,500

EXPENSES:

Administration 125,000 325,000 300,000 350,000 350,000 1,450,000

Systems 225,000* 50,000 25,000 25,000 35,000 360,000

Services & Benefits

100,000 100,000 100,000 150,000 450,000

Total Expenses 350,000 475,000 425,000 475,000 535,000 2,260,000

SURPLUS w/system*

(337,500) (315,000) (105,000) 225,000 665,000 132,500

SURPLUS w/o sys*

(112,500) (315,000) (105,000) 225,000 665,000 357,500

* Initial System/license costs in 2003

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Voting and Governance - I

• We don’t want to disenfranchise Global Members

• We want to empower Chapters

• ACM Council– The ACM Council, consisting of 16 members, is the highest governing

authority in ACM. Council is composed of the President, Vice-President, Secretary/Treasurer, the Immediate Past President, the Special Interest Group Governing Board (SGB) Chair, three SGB Council Representatives, the Chair of the Publications Board, and seven Members-at-Large (4 year terms).

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Voting and Governance - II

• IEEE Board of Directors– The Board of Directors shall consist of the following 30 Directors: the

President, the President-Elect, the Past President, all of whom shall be elected by the eligible voting members of IEEE; the Vice President-Technical Activities, who shall be elected by the eligible voting members of IEEE who are also members of at least one Society, the IEEE-USA President, who shall be elected by the eligible voting members of Regions 1-6; the President IEEE-SA, who shall be elected by the eligible voting members of the IEEE who are also members of the Standards Association; ten Region Directors, who shall be elected by the eligible voting members of each respective Region; ten Division Directors, who shall be elected by the eligible voting members belonging to one or more society within each respective Division; the Vice Presidents for Educational Activities, Regional Activities and Publication Services and Products, and the Secretary-Treasurer, all of whom shall be elected by the Assembly.

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Presentation Objectives

• Board acceptance of the proposed model and value proposition

• Board acceptance of the business plan structure, (pending the approval of the 2004 budget??)

• To ensure maximum support for Chapters and inclusion of all individual members, we request a specific resolution from the Board supporting that the individual member election of Trustees be through Chapters.

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Appendix

The following detailed information is provided for completeness.

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ISOC Membership Services Survey – Results

List of Services

S1 – Monthly electronic

S2 – Quarterly Hardcopy

S3 – Monthly Newsletter

S4 – ISOC Announcements

S5 – Virtual Library

S6 – Regional ‘Virtual’ Chapters

S7 – Web Conferences

S8 – Discussion Forums

S9 – Moderated Discussion Forums

S10 – Surveys

S11 – Surveys Summary

S12 – Surveys Analysis/Reports

S13 – Members Only Area

S14 – Fellow Recognition

S15 – Membership Directory

S16 – Membership ID Card

Services for which members were asked to rate in importance

from Low=1 to High=5

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ISOC Membership Services Survey – Results

Statistics

Complete results of the Membership Survey can be found at: <http://www.votations.com/asp/surveyresults.asp?pollid=106179&lang=>

Membership Services and Benefits Survey Results (in %)

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ISOC Membership Services Survey – Results Analysis

(based on 10/22/03 results)

ServiceImportance

(1)Willing to

Pay for (%)Part of

Paid (%)Free (%) Description

S1 - Monthly Electronic 64.71 8.18 23.57 76.07 Important but should be free, could be part of paid membership

S2 - Quarterly Hardcopy 24.6 23.93 42.00 20.27 Not important, may be willing to pay, should be part of paid membership

S3 - Monthly Newsletter 41.94 5.62 21.98 57.39 Somewhat important, should be free to all members

S4 - ISOC Announcements 54.72 1.83 16.97 71.92 Important but should be free to all members

S5 - Virtual Library 78.72 23.57 38.46 50.79 Important but should be free, may be willing to pay, could be part of paid membership

S6 - Virtual Chapters 60.05 11.11 20.76 43.35 Important but should be free

S7 - Web Conferences 49.39 15.63 32.11 37.97 Somewhat important, should be free to all members may be part of paid

S8 - Discussion Forums 52.81 2.44 17.95 64.35 Somewhat important, should be free to all members

S9 - Moderated Discussion Forums 54.12 5.98 22.22 46.03 Somewhat important, should be free to all members, may be part of paid

S10 - Surveys 50.12 2.08 16.48 66.42 Somewhat important, should be free to all members

S11 - Surveys Summary 61.15 1.83 16.00 62.52 Important but should be free

S12 - Surveys Analysis/reports 54.18 9.89 27.47 42.86 Important but should be free, could be part of paid membership

S13 - Members-Only Area 48.03 18.44 42.49 32.84 Somewhat important, should be part of paid membership, could be free to all members

S14 - Fellow Recognition 49.39 8.67 22.95 38.10 Somewhat important, should be free to all members, may be part of paid membership

S15 - Membership Directory 46.01 15.87 36.51 40.05 Somewhat important, should be free to all members, may be part of paid membership

S16 - Membership ID Card 48.59 38.71 52.87 27.11 Somewhat important, may be willing to pay for, should be part of paid membership, could be free to all members

Complete results of the Membership Survey can be found at: <http://www.votations.com/asp/surveyresults.asp?pollid=106179&lang=>

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Survey Result Ordering

Importance:S5 - Virtual LibraryS1 - Monthly ElectronicS11 - Surveys SummaryS6 - Virtual ChaptersS4 - ISOC AnnouncementsS12 - Surveys Analysis/reportsS9 - Moderated Discussion ForumsS8 - Discussion ForumsS10 - SurveysS7 - Web ConferencesS14 - Fellow RecognitionS16 - Membership ID CardS13 - Members-Only AreaS15 - Membership DirectoryS3 - Monthly NewsletterS2 - Quarterly Hardcopy

Willing to pay for:S16 - Membership ID CardS2 - Quarterly HardcopyS5 - Virtual LibraryS13 - Members-Only AreaS15 - Membership DirectoryS7 - Web ConferencesS6 - Virtual ChaptersS12 - Surveys Analysis/reportsS14 - Fellow RecognitionS1 - Monthly ElectronicS9 - Moderated Discussion ForumsS3 - Monthly NewsletterS8 - Discussion ForumsS10 - SurveysS11 - Surveys SummaryS4 - ISOC Announcements

Part of paid:S16 - Membership ID CardS13 - Members-Only AreaS2 - Quarterly HardcopyS5 - Virtual LibraryS15 - Membership DirectoryS7 - Web ConferencesS12 - Surveys Analysis/reportsS1 - Monthly ElectronicS14 - Fellow RecognitionS9 - Moderated Discussion ForumsS3 - Monthly NewsletterS6 - Virtual ChaptersS8 - Discussion ForumsS4 - ISOC AnnouncementsS10 - SurveysS11 - Surveys Summary

Part of free:S1 - Monthly ElectronicS4 - ISOC AnnouncementsS10 - SurveysS8 - Discussion ForumsS11 - Surveys SummaryS3 - Monthly NewsletterS5 - Virtual LibraryS9 - Moderated Discussion ForumsS6 - Virtual ChaptersS12 - Surveys Analysis/reportsS15 - Membership DirectoryS14 - Fellow RecognitionS7 - Web ConferencesS13 - Members-Only AreaS16 - Membership ID CardS2 - Quarterly Hardcopy