Professional Chapters Council

Report to the AMA Board of DirectorsJune 4, 2008

Agenda

• FY 07-08 Key Initiatives/Accomplishments

• FY 08-09 Key Initiatives– execution & measurement

• Future Opportunities

FY 07-08 Key Initiatives/Accomplishments

Report to the AMA Board of Directors Michele DeKinder-Smith, June 4, 2008

FY 07-08 Greatest Achievements

• Providing stability and continuity through multiple personnel transitions and reduced resources from IH – and now working together to optimize teamwork and systems

• Contributing significant growth in volunteer hours (representing real market value and dramatic improvements to succession planning)

PCC Members

(10 @ 348 hrs)5 hrs/wk X 52 weeks11 travel days X 8 hrs/day

$100/hr $348,000

Volunteers

(30 @ 20 hrs)Average 20 hours each $50/hr $30,000

TOTAL 4,280 hours $378,000

FY 07-08 Greatest Achievements

• Higher touch with more chapters than ever – Deeper levels of conference calls (elects), more frequent emails with

templated approach, personal in-market visits, “troubled chapter” visits• Significant “up-leveling” and/or streamlining of most major programs• Greater involvement across the total AMA family

FY 07-08 Initiatives• PCC outlined 5 major categories of initiatives for 07-08:

1. Training2. Monitoring & Mentoring3. Resources & Tools4. Communications5. Volunteer Base

FY 07-08 Key Initiatives/Accomplishments 1

Key Initiative - Training• Providing ongoing training to educate chapter boards on the steps necessary to create

an excellent AMA experience for their local membership

Key Training Accomplishments• Board in a Box – new org structure to leverage volunteers and build pipeline, new

tools added for sponsorship/finance/elections, better integration to web• Leadership Summit 2008 – record high attendance (72 chapters, 318 attendees)• Mid-Year Retreats – complete revamp, 7 completed (36 chapters, 159 leaders

trained)• Web Conferences – met goal to complete four

FY 07-08 Key Initiatives/Accomplishments 2

Key Initiative – Monitoring and Mentoring• Monitoring chapter performance and mentoring the leadership of local chapter boards

Key Monitoring and Mentoring Accomplishments• Chapter Excellence Awards – # of entries increased to 29 (from 23)• Contact by PCC Rep x4 – conference calls completed, more frequent emails due to

new templates• Chapter Health Tracking – initiated new method for tracking chapter health … needs

technology support from IH• Year-End Chapter Leader Survey – to be done May 2008• Assist new markets in growing chapters – added one “Developing Chapter” (Salt Lake

City)

FY 07-08 Key Initiatives/Accomplishments 3

Key Initiative – Resources and Tools• Maintaining existing resources and tools for chapter leaders and developing new ones

to meet evolving needs

Key Resources and Tools Accomplishments• Chapters Resources Website – updated within 48 hours of all requests,

tips/tools/Board in a Box tie-ins updated monthly• Outstanding Volunteer Award – awarded at LS08• Chapter Officer’s Guide Revision – completely revamped, will publish 6/10/08• Partnership Funds – In conjunction with IH, awarded $8,000 in grants• AMAF Grants – Provided judges for AMAF

FY 07-08 Key Initiatives/Accomplishments 4

Key Initiative – Communications• Creating communications mechanisms to ensure local chapters and the international

brand are well-connected

Key Communications Accomplishments• (within Council) Instituted monthly “touch base” calls• (with chapters) Fast Facts (email monthly newsletter) – revamped mid-year to become

monthly, now incorporates content from AMA IH Senior Staff• (with MRC) Supported MRC in leveraging Technology & Research, Supported MRC in

lapsed-member research• (with CCC) Provided judges for Case Competition• (with IH) Provided recommendations for chapter portals, Mplanet participation plan,

Cvent relationship, etc.• (between chapters & IH) Developed Document Management System to manage

collection of minutes and financials from chapters

FY 07-08 Key Initiatives/Accomplishments 5

Key Initiative – Volunteer Base• Expanding the volunteer base of the PCC for more effective succession planning

Key Volunteer Base Accomplishments• Build Volunteer Pipeline to 50 volunteers – Roster at 63, 40 utilized to date• Marshall 3,850 hours – exceeded goal (estimating 4,280 hours)• Retain Past PCC Talent (P2C2)- ongoing, 3 active volunteers

FY 08-09 Key Initiatives

Report to the AMA Board of Directors Kelley Peterson, June 4, 2008

FY 08-09 Key Initiatives

• Council Restructure

- build and strengthen IH and PCC partnership

• Mid-Year Retreat Enhancement

- volunteer engagement & intervention support

• Good to Great Initiative

- learning lab for future growth strategies

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Leadership Team

1. President

2. President Elect

3. Immediate Past

Volunteers

• Content Managers

• P2C2

• Task Forces

Membership Team

4. Chapter Rep

5. Chapter Rep

6. Chapter Rep

7. Chapter Rep

Volunteers

• CEA Judges

Programming Team

8. LS Co-Chair

9. LS Co-Chair

10. Mid-Year Retreats

Volunteers

• Presenters

FY 08-09 Key Initiative 1Council Restructure – Team Approach

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FY 08-09 Key Initiative 1

Leadership Team

Council Restructure

Board in the Box

Good to Great Initiative Cross-Division/Dept.Partnerships

Succession/Volunteers

Membership Team

Mentoring/Support- Chapter Contact &

Communication- Outstanding Volunteer

Award

Monitoring- Chapter Health-G2G &

Intervention- Chapter Excellence

Awards- Year End Survey

Programming Team

Training Events- Leadership Summit- Mid-Year Retreats

Content Development- relevant resources and

tools for Board in the Box

Council Restructure – Focused Time Investment

FY 08-09 Key Initiative 1

Council Restructure - Benefits

• Team Approach

• Focused Time Investment

• Consistent Deliverables

• Full Range SupportIntervention to G2G

• Content Development and Delivery

• Builds Volunteer Pipeline

• Succession Planning

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FY 08-09 Key Initiative 2

• Fund a national volunteer to co-present and facilitate with a PCC Rep at each of the 6-7 Mid-Year Retreats vs. IH Staff – increase volunteer pipeline /succession

• Fund travel and registration for President and President Elect of Intervention Chapters to attend the Mid-Year Retreat in their region - membership recruitment/retention

Why… San Antonio Turn Around Chapter

# of members in 2006 = 181# of members in 2007 = 231 (28% increase)Total increase = 50 x $215 = $10,750

Mid-Year Retreat Enhancement

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FY 08-09 Key Initiative 3

• Select and host the Top 5 G2G Chapters at a “maximizing our potential” 1-day retreat – learning lab for growth strategies

Why…

Minnesota Prospective G2G Chapter

# of members in 2007 = 669

potential # of members = 1,091 (63% increase)

7% increase to 715 = 46 x $215 = $9,890

10% increase to 740 = 71 x $215 = $15,265

If the Top 5 G2G Chapters increase their membership

by 50 professionals, the return would be $53,750.

Good to Great Initiative

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FY 08-09 Measurement• Number and quality of potential council members

• Year End Chapter Leader Survey

• Leadership Summit Survey

• Mid-Year Retreat Survey

• Number and quality of Chapter Excellence Award entries

• Overall Chapter Health Metrics• Membership growth vs. year ago• Membership retention vs. year ago• Number of chapters in intervention status• Membership penetration

Future Opportunities

Report to the AMA Board of Directors Michele DeKinder-Smith & Kelley Peterson, June 4, 2008

Future Opportunities

• More “face time” in the marketplace

• Good to Great initiative

• Programming “off the shelf”

• Leverage technology to streamline work

• Landmark research to understand role of chapters in member value equation

Impact of Leadership Summit• Chapters that participate fully in Leadership Summit show growth, while others do not.

4% 4%

-1%

Less than 2 2 3+

Impact of Leadership Summit Attendance on Membership Growth

Average % Professional Membership Growth By # of LS07 Attendees(Jan ’08 vs. Jan ’07)

Average Chapter Growth was 3%

7 chapters 20 chapters 46 chapters

Impact of Mid-Year Regional Retreats

• Chapters that attended mid-year retreats experienced significantly more growth.

6%

2%

Attended Did Not Attend

Impact of Mid-Year Retreat Attendance on Membership Growth

Average Chapter Growth was 3%

Average % Professional Membership Growth By Whether Attended Mid-Year Retreats(Jan ’08 vs. Jan ’07)

34 chapters 39 chapters

Impact of Live Training Participation• Chapters that participate fully in Leadership Summit show growth, while others do not.

2%5%

-1%

Attended Neither Attended 1 Attended Both

Impact of Live Training on Membership Growth

Average % Professional Membership Growth By Full Participation in LS07 and Mid-Year Retreats (Jan ’08 vs. Jan ’07)

Average Chapter Growth was 3%

6 chapters 34 chapters 33 chapters

Addendum

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