Membership Update Chapters & Individual Members November 12-13, 2004

1. Membership UpdateChapters & Individual MembersNovember 12-13, 2004 David McAuley James Galvin With assistance from: Nelson Sanchez Terry Weigler Board of Trustees Meeting

2. Agenda • Historical background & context • Statistics • 3. GO database program status • 4. Paid membership program status • Re-invigorate Chapter Participation within ISOC • Projects Role in Furthering ISOC Mission • Guidelines for partial funding of projects • Chapter & Individual Member Goals Board of Trustees Meeting

3. Why Members are Important!! • Greater knowledge through more representative member polls • Greater ability to support/sustain local and topical initiatives • Increase number and vibrancy of chapters • Enlarge partnership opportunities with other organizations • Expanded channel for educational and public policy initiatives • Greater legitimacy with more representative number of Internet users Board of Trustees Meeting

4. Why Paid Members are Important!! • Enhanced ability to support ISOC’s mission • Enhanced ability to fund important projects • ISOC has value to offer/some members willing to pay • Increased stature and credibility for ISOC and its chapters • Enhanced credibility for ISOC members • First step toward more professional organization Board of Trustees Meeting

5. Why Chapters are Important!! • Chapters are extension of ISOC – ‘We are all one!’ • Enable/motivate IMs to gather/enlarge impact – a diverse source of creativity & energy • Significant source of value and community for members • Increases our collective ability to reach out locally, globally in furtherance of its mission • Information exchange informs both ISOC and Chapters of important developments • Increases our capability to support/sustain local, topical initiatives as well as global initiatives • Expanded, value-added channel for ISOC’s educational and public policy initiatives • ISOC’s international reach and acceptance is key asset Board of Trustees Meeting

6. Individual Members Steady Growth Dec 31, 2001 Global “Free” Membership Introduced 20,253 16,152 7,567 6,804 5,272 618 Board of Trustees Meeting

7. 20,253 Members by Region Board of Trustees Meeting

8. 101 Chartered & Proposed Chapters serving 12,821 ISOC Members Board of Trustees Meeting

9. Go Database Program Status • Significant time required for design, set-up, conversion & testing • Tasks complicated by ISOC use of outdated Pinnacle version • Making progress with appropriate project management structure in place • Vendor over-promised in certain areas and is taking steps to comply with its contract • Identified bugs being addressed by vendor • Test phase underway • Chapter assistance to be utilized in preliminary, controlled rollout • Preliminary, controlled rollout expected to be finalized by end December • Full rollout expected 1Q Board of Trustees Meeting

10. Paid Membership Program • Adopted by BoT • Adopted together with request that systems be put in place to support paying members • Program aimed at enabling chapters and individuals to develop and thrive with better services, tools and support • Will add new insight/input to BoT Board of Trustees Meeting

11. Paid Membership Program Status • Original plan to co-initiate with release of GoMembers database • GoMembers design, set-up, conversion & testing taking more time than expected • Switched plans to activate Paid IM membership to ISOC web – active date is: November, 2004 • Using ISOC web will allow payment and membership but will require some manual attention • Design, webpage changes & first round test completed • Final testing underway, includes certain chapter assistance • Announcements prepared (to: AC; Membership; Chapters; Donors; BoT; Newsletter; PR) • Current donors under our model to be treated as paid IMs first year Board of Trustees Meeting

12. Re-Invigorate Chapter Participation within ISOCReaching the Goals Together • Hosted Chapter web pages (template: Home, Contact, Meetings, Misc) linked to ISOC information • Interactive communications medium (Blog?) co-developed to share information between ISOC and chapters as well as among chapters • Distribute chapter project information to Advisory Council for information/interest • Regional policy forums – co-developed with ISOC • New advisory group (Regional VPs?) co-developed to advise ISOC Membership Director (Regional Council model) • Re-establish travel/events calendar for view by chapter delegates and AC for events and VIP travel • Financial support for chapter projects subject to guidelines Board of Trustees Meeting

13. Projects Role in Furthering ISOC Mission • Increase visibility for all of ISOC (Chapters, IMs, HQ) • Create positive impact/outcome • Energize members and Internet community in general • Quantifiable/tangible results to be shared openly • Create successful models for other chapters • Self actuating, closer ties to ISOC and vice versa • Group chapter projects amplify network effect • Success breeds success Board of Trustees Meeting

14. Guidelines for Partial Funding of Projects • Project to further ISOC mission/purposes • Look for ways to create/exploit synergies • Process under development by staff • Preference to regional and multi-chapter projects • Twenty five percent (25%) of project with cap • Consistent with ISOC principles • Application in writing/project updates/final report • Open information sharing • ISOC free to share and disseminate results w/out limitation Board of Trustees Meeting

15. Chapters & Individual MembersGoals Board of Trustees Meeting

16. Board of Trustees Meeting

17. Membership UpdateOrganization MembersNovember 12-13, 2004 David McAuley With assistance from: Martin Kupres Terry Weigler Board of Trustees Meeting

18. Membership UpdateOrganization Members Agenda • Organization Members & Statistics • Organization Members Participation (Advisory Council Critical Role) • Organization Member Involvement, Retention, Growth • Goals Board of Trustees Meeting

19. Organization Members • Make-up: • Corporations (53%) • Non-Profits (14%) • Trade/Professional Groups (19%) • Educational Institutions (10%) • Government Agencies (4%) Board of Trustees Meeting

20. Org Member Segmentation Board of Trustees Meeting

21. Org. Member Revenue Trends Platinum program introduced in 2000 to pay RFC & past due A/P Historical Runrate 2000 Peak 5 new Gold members, then 3 bankrupt Traditional Organization revenues  Internet Bubble   Dot com Crash  Economic Recovery Board of Trustees Meeting

22. Organization Members • Reasons for joining: • Support Development of Standards & Protocols • IETF support • RFC funding • Promote Sound Policy Initiatives • International reach • Global perspective • Publications • Education & Training • Foster sound expansion of Internet • Altruism with commercial common sense Board of Trustees Meeting

23. Organization Members’ ParticipationAdvisory Council Involvement as Key • Advisory Council – Principal contact points for Org Member interaction with ISOC • Advisory Council Charter (as of December 1998): • Foster cooperation among Org members toward ISOC mission • Provide advice/recommendations to ISOC CEO and BoT • Two members (principal & alternate) from each Org member • Officers serve three year terms Board of Trustees Meeting

24. Organization Member Involvement/Retention/Cultivation • Advisory Council activity as Key • Reinstitute AC conference calls w/presentations by speakers • Approx 8/year • Recorded and posted on ISOC website – reserved for AC for two weeks then made generally available • One Hour format w/question period • First call on November 4th, 2004 – IETF Admin Restructuring (presentation by H. Alvestrand, L. Daigle, M. Wasserman) • Second call scheduled Dec 16th, 2004 on WGIG update (presentation by Markus Kummer) • Suggestions for high level presentations sought • Feedback requested Board of Trustees Meeting

25. Organization MemberCultivation/Growth • Critical to Broaden Support in Org Membership: • Quarterly summaries (updates on activities by IETF and on ISOC education, policy and other initiatives (e.g. WGIG)) • Quarterly summary of Chapter projects, initiatives, plans (not sponsorship solicitation but information exchange) • Possibility of recognition dinner, perhaps coupled with policy breakfast and meeting - to honor/highlight AC support • Quarterly conference call to focus on industry segment: issues and developments • Webpage highlighting • AC officer election support – Charter revision suggestion to encourage officer roles to pursue industry segments Board of Trustees Meeting

26. Organization Member GrowthCompelling Message at the Right Time • Advisory council role and participation • Expanded AC services (calls, summaries, broadened awareness of ISOC Chapter activity, membership highlighting) • Dedicated effort • Focus on Internet industry sectors (ISPs, web services, network equipment manufacturers, telecoms, others) • Focus on general industry sectors (finance & healthcare where security & privacy concerns abound) • Focus brought about by ….. Board of Trustees Meeting

27. Organization Member GrowthCompelling Message at the Right Time • Recruitment message delivered and followed up • ISOC’s mission is compelling, expanding and urgent • IETF support is growing as the IETF’s standards work itself is growing • Policy demands expanding – informed tech community voice needed • Education (latest tech, policy initiatives and implications, standards efforts) is critically needed • PIR brings needed stability but the needs continue to outpace the resources • Network cultivated (this means regular contact seeking contacts) • AC • BoT • Chapter delegates • Organize by Special Interest Groups with access to SIG events and archives on limited basis Board of Trustees Meeting

28. Org. Member Revenue Trends & Goals Platinum program introduced in 2000 to pay RFC & past due A/P Historical Runrate 2000 Peak 5 new Gold members, then 3 bankrupt Traditional Organization revenues  Internet Bubble   Dot com Crash  Economic Recovery Board of Trustees Meeting