Leadership Training WeekPresident & President-Elect Track
Presented by Terri Breining, CMP, CMMMay 3, 2010 Maria Jacobsson
YOUR PRESENTERS & COACHES
Maria Jacobsson Chapter Business Manger, EMEA, MPI
Terri Breining, CMP, CMMPast Chapter President
Understanding of Chapter Success 2010/2011
Review Vision & Mission/Facts & Figures
Driving Metrics
MPI tools & resources available
TODAY’S OBJECTIVES
Review Business Planning Process
MPI Key Community Initiatives
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VISION & MISSIONVISION & MISSION
MPI VISION & MISSION
• Vision: Build a rich global meeting industry community
• Mission: Make our members successful by building human connections to:– Knowledge & ideas– Relationships– Marketplaces
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FACTS & FIGURESFACTS & FIGURES
FACTS & FIGURES
MEMBERS STATISTICS (April 30, 2010)
GLOBAL: 22, 664
US: 18, 015
EMEA (Europe, Middle East & Africa) : 2, 383
CANADA: 1, 819
APAC (Asia & Pacific): 248
LAS (Latin & South America) 199
MPI Key Community Initiatives 2010/2011
• Chapter Training Module – Chapter Business Summit
• Chapter Content – Speaker Database
• Chapter support – Websites, Cvent, Webinars, Memberfuse
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CHAPTER BUSINESSCHAPTER BUSINESS
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CHAPTER ROLECHAPTER ROLE
• Global community• Member relationship• Keep MPI promises• Voice of meeting industry
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CHAPTERCHAPTER LEADER ROLE LEADER ROLE
• Global network• Business opportunities• Educational opportunities • Influence the meeting industry• Share your expectations• ENJOY
• Strategic driver• Hold board members accountable• Drive member value• Ownership of outcomes• Develop and execute a plan• Identify future talent• Official spokesperson for the chapter
PRESIDENT & PRESIDENT & PRESIDENT ELECT PRESIDENT ELECT
ROLEROLE
Human Resources
• Handle different people & personalities• Manage conflict resolution• Encourage teamwork• Listen• Help your leaders to prioritize• Time management
Minimize personal agendas to focus& achieve the chapter’s goals.
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CHAPTERCHAPTER BUSINESS BUSINESS MANAGERMANAGER
Your Partner
• Chapter management & performance• Execution of business plan• Healthy financial performance• Brand integrity • Identify talent • Resource & link to other chapters • Focus on solutions• Support your success
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CHAPTER BUSINESS CHAPTER BUSINESS = = REAL BUSINESS REAL BUSINESS
• President = CEO• Membership = Customers• Board = Management Team• Business Plan• Budget• Board Meetings = Staff Meeting
• Expect results/accountability
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BUSINESS PLANNINGBUSINESS PLANNING
Succession Planning
• Finding the ultimate board• Identify open board positions• Identify Chapter Leader Role skills• Identify individual skills • Skills Matrix
SAMPLE Skills and Experience Matrix
Individual Skills Collective Skills
Applicant LeadershipStrategic Thinking
Personal Comm. Skills Influence
Loyalty to MPI
Business Acumen
Fiduciary Respons.
Chapter / Community Experience
Diversity-Reflective of Membership Functional Rep.
Global Mindset/ Emerging Markets
ExpertiseFinancial Expertise
Global Operational
Experience-non profit or
corporate GovernanceStrategic Planning
Industry Experience Marketing
Retreat Planning
• Come prepared• Use a facilitator• Business Plan• Finalize Budget• Finalize Educational/ Membership action plans.• Clear understanding and expectations of roles.• Realistic goals• Teambuilding• Review Minimum Bylaws
2009-20102009-2010
Chapter MetricsChapter Metrics
Chapter Dashboard Metrics1. Engagement/Participation
a) Gauges member participation and involvement in chapter activities
b) Allows for chapters to track event/volunteer success
2. Chapter Membership Satisfactiona) Assessment of overall member satisfaction with chapter
b) Allows for chapters to gauge member satisfaction in 3 areas; Network, Education and Marketplace
3. Net Member Growtha) Measures chapter member growth and rebates
b) Allows for chapters to track their member growth patterns
4. Chapter Financial Managementa) Calculates financial management not budgeting skills
b) Allows for chapter the freedom to manage finances and track educational expenses
Member Engagement & Participation
Select 3 of 81. Increase attendees at educational programs
2. Increase planner attendance at educational programs
3. Increase web site visits
4. Increase volunteers
5. Increase number of new members participating
6. Increase satisfaction of education programs
7. Increase regional/annual program attendance
8. Increase attendance at networking events
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Membership Satisfaction
• Pre-define satisfaction goal– MPI Chapter
Satisfaction Survey
– Option to use chapter’s own survey at no more than 49% weight.
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Net Member Growth
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Net Member Growth (Monthly Performance) Meet Goal 5.00% Exceed 6.00% FY07-08 FY08-09 Meet Exceed Far Exceed
July 481 521 505 510 515 Aug 478 527 502 507 511 Sept 492 523 517 522 526 Oct 504 523 529 534 539 Nov 510 516 536 541 546 Dec 503 505 528 533 538 Jan 504 502 529 534 539 Feb 509 513 534 540 545 Mar 506 517 531 536 541 April 509 534 540 545 May 513 539 544 549 June 512 538 543 548
Chapter Financial Management
When you share your chapter financial information
with MPI we can easier support you in your: • Business planning• Metrics planning• Membership recruitment, retention and renewals• To complete your Chapter dashboard and provide
you with graphs & charts necessary we need your results.
• We can help you identify the financial potentials that your chapter has.
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Chapter Financial Management• Gross Margin
– Total Revenue less Total Expenses divided by Total Revenue– Allows for financial management liberty
• Educational Investment Ratio (CONTENT ONLY)– Educational Investment divided by Total Revenue– Gauges investments in education
Note:– Needs to note if in-kind contributions are included– Should Exclude Investment activities from calculations– Transfers into reserves, if any, need to be noted
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Chapter Financial Management (Example)
Revenues
Educational $ 7,624
Fundraiser $ 3,710
Membership Dues $ 5,379
Total $ 16,713
Expenses
Board Retreat $ 4,948
Community Outreach $ 1,030
Donations $ 1,120
Educational $ 8,091
Total $ 15,189
• Gross Margin
(16,713 – 15,189) =1,524
1,524 / 16,713 = 9.11%
• Educational Investment Ratio
8,091 / 16,713 = 48.41%
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Membership Rebate Practice
• Membership Rebates* – 11.4% (Clubs)– 18.0% (US & Canada) – 23.0% (Europe)
• Yearly Full Member Rate = $325 USD/€325 Euro– Chapter Rebate = $58.50 USD / €74.75 Euro
• Increase in installment plans this year– Quarterly = 4 x $81.25/€81.25 = 4 x $14.63/€14.63– Monthly = 12 x $27.08/€27.08 = 12 x $ 4.86/€4.86
*exceptions exist.
Reporting Metrics
• Dashboard
• Chapter responsibility to fill out
• Monthly hand in to CBM by the 5th
Your CBM will provide you with all reporting,
application and grant deadlines for the year!
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TIPS & ADVICETIPS & ADVICE
• Retreats• Volunteer transition• Stay current on MPI initiatives• Utilize the MPI metrics• Have a solid vision & plan• Use agendas to guide board meetings• Speaking in public• Get commitments from board members
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Tips – From a Past President
• Keep it simple• Take charge • You will make mistakes• Crucial conversations• Have fun…enjoy the journey
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TOOLS & RESOURCESTOOLS & RESOURCES
Tools & Resources - Always Available
• Your Chapter Business Manager
• The Chapter Toolkits on the Web –Check here first. Don’t reinvent the wheel.
• GroupSpace / Memberfuse
• Industry Calendar
Tools & Resources – Continued
• Your fellow Chapter Leaders on this call (Chapter exchange)
• Past Chapter Leaders
• International Chapter Leadership Committee (ICLC)
• Quarterly European/Canadian Conference Calls
Tools & Resources – Headquarter Training
• Other MPI Leadership Training:
Chapter Leaders Conference (CLC)
Chapter Leaders Forum (WEC)
Chapter Leadership Forum (MD)
• Canada and Europe:
Canadian Leadership University
European Chapter Leadership Forum
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MPI GROUP SPACE
Chapter community page STEP 1
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Chapter community page STEP 2
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Chapter community page STEP 3
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Chapter community page STEP 4
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Chapter Reports & Toolkits
NETWORKING & EDUCATION Opportunities
Chapter Business Summit, CBS
World Education Congress, WEC
Chapter Leaders Forums
Canadian Forum at CBS
European Forum at CBS
European Meetings & Events Conference, EMEC
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QUESTIONS & ANSWERSQUESTIONS & ANSWERS
“Leadership is not about making yourself more powerful. It’s about making the people around you more powerful.”
Betty Linton
Thank you for your time!
We thank you for your commitment and believe in
YOUR SUCCESS!