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MEMBERSHIP OFFICERS’ WORKSHOP

MEMBERSHIP OFFICERS’ WORKSHOP. GLOBAL LEADERSHIP CONFERENCE Cape Town SOUTH AFRICA 14-18 March 2006. THE CORE SUCCESS IN MEMBERSHIP. PURSUE. UNIFY. DIVERSIFY. THE HUNT. Develop the strategy. Involve the Players. SECURE THE TARGET RENEWAL / RECERTIFICATION. Review the process.

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MEMBERSHIP OFFICERS’ WORKSHOP

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  1. MEMBERSHIP OFFICERS’ WORKSHOP GLOBAL LEADERSHIP CONFERENCECape TownSOUTH AFRICA14-18 March 2006

  2. THE CORE SUCCESS IN MEMBERSHIP PURSUE UNIFY DIVERSIFY

  3. THE HUNT Develop the strategy Involve the Players SECURE THE TARGET RENEWAL / RECERTIFICATION Review the process DEFINETHETARGET Identify peers Utilize the resources Recruit THE STEPS

  4. THE HUNT • What is the ‘life stage of the chapter’ Develop the strategy Cont …..

  5. THE HUNT • Mix of your Membership • how many listed companies to private companies? • how many entrepreneurs to professional managers? • listed, unlisted, financial services vs operating companies • Know the Numbers • how many 49ers at the end of the year? • what is the average resignation rate of the chapter? Develop the strategy • Diversity • is Chapter Membership reflective of the local qualified population i.e. race, gender? Cont ….

  6. THE HUNT • Know the Numbers Develop the strategy Cont ...

  7. THE HUNT • Know the Numbers Develop the strategy Cont ..

  8. THE HUNT • Review the membership process of the chapter • Is it done in a timely fashion? • Is there an induction process that’s inviting and documented? • Create a list of existing current members that will help in meeting prospective members • Decide on how you are going to approach a prospective member • Personal contact • Letters • Breakfast/Lunches Develop the strategy Cont .

  9. THE HUNT SHARING BEST PRACTICES Which factors influenced the membership development plan of the current MOs? (MOW survey –total sample 56) Develop the strategy

  10. THE HUNT “The strength of the lion is the pride and the strength of the pride is the lion” Ian Thomas • Set up a membership committee- ‘rely on the pride’ • Who can be on it ???? (Group Discussion) • one member from each Forum • a few veteran members • ‘brand’ new, young, members • female member • volunteers • early candidates for chapter leadership Involve the Players Cont ….

  11. THE HUNT “The strength of the lion is the pride and the strength of the pride is the lion” Ian Thomas • Incorporate your plan into the Chapter’s Strategic Plan to ensure that budget is allocated for recruitment activities Involve the Players • Communicate the membership plan for the year to the chapter members • Continue to bring awareness on a monthly basis utilizing YPOI’ s report Cont …

  12. THE HUNT Example of the monthly membership reportsThis information is available to the chapters through the Area Director Involve the Players Cont ..

  13. THE HUNT Example of the monthly membership reportsThis information is available to the chapters through the Area Director Involve the Players

  14. THE HUNT - BEST PRACTICE - AFRICA’S GATEWAY CHAPTER Review the Process Membership Process Cont …...

  15. YPO CHANGING THE LIVES OF THOSE WHO CHANGE THE WORLD The Young President’s Organisation is a dynamic group of Presidents, Chairman, Chief Executive Officers and Managing Directors of some of the World’s Greatest Organisations. Congratulations! You have been nominated to become a member of the prestigious Africa’s Gateway Chapter Within the next 2 to 3 weeks, a personalised invitation will be delivered to your offices. Please keep an eye out for the invitation as YPO is an exclusive organisation and membership is by invitation only. Should you be interested in finding out more about YPO, you are welcome to visit our website on www.ypo.org. This will give you a brief overview of what our organisation is about. YPO changes the lives of those who change the world and Africa’s Gateway Chapter changes the lives of African leaders changing Africa. YPO is a uniquely personal experience and touches your business, family and personal life. It is an experience unlike any other! Yours truly Clive Zulberg MEMBERSHIP CHAIR Tel: (+2711) 402 3784 clive@stallion.co.za Review the Process YPO AFRICA’S GATEWAY CHAPTER CHANGES THE LIVES OF AFRICAN LEADERS CHANGING AFRICA Cont …..

  16. THE HUNT Dear ……….. The Young President’s Organisation is a group of Presidents, Chairman, Chief Executive Officers and Managing Directors of some of the World’s Greatest Organisations. Identify, network and communicate with the only people who understand the pressures and opportunities that come with being a leader—your peers. From confidential support circles to international events, YPO give members the chance to build relationships with those who can best help you grow your business and better your life. YPO is represented by 12 000 members in over 75 countries in the world. Congratulations! You have been nominated to become a member of the prestigious Africa’s Gateway Chapter. YPO is a uniquely personal experience and touches all aspects of your life, encompassing business, family and personal. The ability to network internationally on all three pillars is unparalleled through any other forum and YPO is an opportunity to take your life to a new level. Unfortunately, not everybody qualifies for YPO and like any organisation strict criteria apply. Listed on the back are the criteria for joining YPO and Africa’s Gateway Chapter. If you comply with the criteria, we would be honoured to have you as a member of the Africa’s Gateway Chapter. To set up a personal appointment please call Clive Zulberg, Membership Chair – Africa’s Gateway Chapter on Tel: (+2711) 402 3784 or clive@stallion.co.za, and we will gladlymeet you and your spouse to discuss your future as part ofYPO and answer any questions you may have. Invitation to Potential Members Review the Process Cont …

  17. THE HUNT Invitation to Potential Members cont. • CRITERIA FOR JOINING YPO AND AFRICA’S GATEWAY CHAPTER • Age – Application must be approved before the applicant reaches his or her forty-fourth (44th) birthday.Title - President, Chairman, Chief Executive Officer, Managing Director, Managing Partner or Publisher.Qualifying Corporation - The candidate must meet at least one “A” requirement AND one “B” requirement.NB: For ALL R / $ conversions please use $1 = R5 and NOT the ruling currency exchange rate • A” Requirements - Requirement #1-The candidate must have at least 50 regular, full-time employees under his or her control. Persons engaged on a commission basis are considered employees if they are permanently connected with the corporation. OR “B” Requirements - Requirement #1-The corporation must meet dollar volume requirements based on the type of corporation he or she runs, as follows:-Sales/Services/Manufacturing corporations must have at least US$8,000,000 in gross annual sales or turnover.-Financial institutions must have average annual assets of at least US$160,000,000.- Agency-type businesses must have annual fees or commissions billed of at least US$6,000,000. OR Requirement #2-The total compensation of all employees, excluding the compensation of the candidate, must exceed US$1,000,000.Requirement #2- The corporation must have an enterprise value of US$10,000,000 as defined by one of the following: - Net worth or assets before depreciation of US$10,000,000.-Independent third-party investment/ valuation of US$10,000,000-The sum of the company’s public equity value plus its debt less cash must equal US$10,000,000.You must be available to attend various functions in and around Johannesburg, South Africa. Members residing in other countries in Africa must be available to attend at least one (1) function every three (3) months. Review the Process Cont ..

  18. THE HUNT Review the Process Cont .

  19. THE HUNT “Strict selection ensures that there are no passengers” Ian Thomas • Useful points to keep in mind for the selection process • It’s a member-to-member interaction • What is the value that this peer can add to the chapter? • Audit candidates against your criteria • Integrity • Quantitative • Strategic • Commitment/passion • Participation • Identifying peers is an ongoing process Review the Process

  20. THE HUNT Expand the ‘Pool’ by utilising ALL your resources:- • Internal: • Chapter network - member referral • Global network • 49ers referrals • YPO Int. - membership services • D & B data base available from YPO Int. • External: • WPO referrals • Local business organizations • Search firms • Lawyers, Accountants • Business journals • Internet Utilise the Resources Cont ..

  21. THE HUNT SHARING BEST PRACTICES - ‘Other’ Resources? MOW survey – total sample 56 Utilise the Resources Cont .

  22. THE HUNT YPO Support: • The Regional Board • Regional and Development funds • The Regional Director • Valuable input on setting targets and execution of the plan • The Chapter Administrator • Follow up on prospects is crucial Utilise the Resources • International Membership Committee • Waivers

  23. THE HUNT Develop the strategy Involve the Players SECURE THE TARGET RENEWAL / RECERTIFICATION Review the process DEFINETHETARGET Identify peers Utilize the resources Recruit THE STEPS

  24. UNITY Examples of historical membership development (European Region) Norway had a strong start Did they lose the ‘Beat’? Amsterdam had a weak start Did they identify the ‘Beat’ Review your education program, review your forum program, and speak to your Chapter Chair

  25. YPO GLOBAL VISION

  26. RECRUIT THE STEPS Unique selling points and the ‘YPO library of products’ Understand your peers THE HUNT Dance to the right Beat DANCE BABY DANCE

  27. RECRUIT Unique selling points and the ‘YPO library of products’ • Unique selling points: • Member to member - by invitation only • Global • 10,000 world wide rolodex • Group of peers • Family involvement • Forum • Tailor made education THE HUNT

  28. COMPREHENSIVE TASTE OF FORUM • Since July 1st 2005, every new member and spouse is entitled to a Comprehensive New Member Orientation that includes Forum • A perfect tool for new member and spouse induction • A plug-and-play training guideline is available on MyYPO • Chapters receive $250 per member and $250 per spouse to cover costs; the credit is valid for one year after join date • Please ensure that the new members are given this opportunity • Liaise with your forum officer for more details

  29. RECRUIT ON LINE TOOLS –www.myypo.org 1 THE HUNT Be familiar with the unique selling points and the ‘YPO library of products’

  30. RECRUIT ON LINE TOOLS cont. –www.myypo.org 2 THE HUNT Be familiar with the unique selling points and the ‘YPO library of products’

  31. RECRUIT MEMBERSHIP UPDATESOn-line Membership Application 3 THE HUNT

  32. RECRUIT MEMBERSHIP UPDATESOn-line Prospect Tracking Tool 4 THE HUNT

  33. RECRUIT MEMBERSHIP UPDATESTool For Entering Prospects On-line 5 THE HUNT

  34. RECRUIT Understand your peers THE HUNT KNOW YOUR MEMBER

  35. A CURRICULUM FOR YPO A Curriculum for a Well-Rounded Young CEO • The IndividualUnderstanding yourselfPersonal goals; defining successThe role of faith, religion, spiritualityPersonal health and wellnessPersonal wealth planning • FamilyBalancing work & familyFamily health and wellnessChild rearingSpouse relationships / communicationParent-child relationships / communicationEducational options & opportunities for childrenAging parents • BusinessGlobalizing businessFinanceTechnology managementMarketingHuman resource management • Business Cont. Corporate strategyOrganizational values and cultureWorking with your board of directorsPersonal skills for the CEOFor manufacturers:For service industries:For family businesses: • CommunityLocal and national:-Informed citizenshipService on community and non-profit boards • CommunityGlobal:-Resource and environmental managementCulture & mediaTechnology & scienceIssues in underdeveloped and developing countriesConflict and peace

  36. RECRUIT Dance to the right Beat IF YOU: THE HUNT KNOW YOUR MEMBER YOU’RE DANCING TO THE RIGHT BEAT

  37. RECRUIT AFRICA’S GATEWAY CHAPTER Membership Presentation THE HUNT

  38. MEMBERSHIP UPDATES • Initiation fee as of 1 July = US$1500 • Membership Dues as of 1 July = US$2500 • Deadline for Renewal from 1 July to 1 June • Online dues and recertification status available on MyYPO (under Chapter Operating Tools) • New members joining between 1 Jan – 30 Jun pay dues, but do NOT have to recertify during renewal • All Members joining between: • 1 April – 30 June pay prorated Current FY dues PLUS upcoming FY dues. Not required to go through membership renewal until following year

  39. THE 10 SHORTCUT STEPS 1. Get nominations • Motivated • Biography 2. Circulate names to members for objection only and Executive Committee for approval 3. NOMINATE member 4. Membership Chair – face-to-face 5. Membership Committee 6. Invite to join Chapter 7. Deliver forms, collect forms within 4 weeks plus dues 8. YPOI – Integration 9. Induct-Induct-Induct – explain to the member • What is expected • What is encouraged 10. Member and spouse must understand protocol expected of a YPO’er And remember: the most powerful ‘ammunition’ is:- • - a testimonial of a peer - share the YPO experience -

  40. THE CORE SUCCESS IN MEMBERSHIP PURSUE UNIFY DIVERSIFY

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