2010 Membership Retention Workshop

1. 2010 Membership Retention Workshop “Transform New Members to Lifelong Serrans”

2. Meet Your Fellow Serrans • “Hello” to person on your left & right! • Take 30 seconds • Share your name & city • Share names of 2 newest club members

3. Your Presenter • Name Club Name City, State

4. Workshop Objectives • Verify that “Membership Retention is every Serran’s responsibility” • Focus on relationship between new member – sponsor – VP Membership • Practice new retention tools • Leave energized to retain our members

5. Importance of Membership • World-wide vocations arm of our Church • World & USA maps of Serra • Each club = 1 red dot in our worldwide network • Black “X” = clubs closed • Clubs closed lost focus on Serra Mission • Members dropped membership baton

6. Serra Clubs World 2009

7. Serra Clubs USA 2009

8. Stop the Revolving Door • Over 35% of members leave in 1st year and up to 80% within the first two years. • This is a pitiful waste of time and energy • When members leave, we have failed them, not vice versa

9. Retaining Members • Must be a proactive process • Must be done with every new member • A defined process will maximize success • Sponsor – New Member – VP Membership

10. Activate new Serran • CHECKLIST to “activate new Serran” • __ #1. Formal Induction Ceremony • __ #2. Membership Certificate & Pin • __ #3. Membership Directory of your Club • __ #4. Orientation Meeting (mandatory)

11. Activate new Serran • CHECKLIST to “activate new Serran” • __ #5. Volunteers / assigned to one VP Team • __ #6. Welcomed at club meetings & events • __ #7. 1 seminarian connection with member’s family • __ #8. PVC member in your parish

12. Activate new Serran • CHECKLIST to “activate new Serran” • __ #9. 6-Month “Time-out Evaluation” discussion • __ #10. Become a club officer • __ #11. Visit seminarians at their seminary • __ #12. Regional Convention attendee • __ #13. Serra International Convention attendee

13. Serra Club Organization

14. 6-Month Role-play • Scenario #1: Active new member • + Sponsor & VPM meet with new member • + New member is engaged & enthused • + Verify with new member: • A. Satisfaction level • B. Ah-haa moment (mountain top experience?) • C. Verify ministries for months 7 - 12

15. 6-Month Role-play • Scenario #2: Semi-active new member • + Sponsor & VPM meet with new member • + New member is hesitant & lightly engaged • + Verify with new member: • A. Satisfaction level (Why not higher?) • B. Ah-haa moment (mountain top experience?) • C. Change activities for months 7 - 12?

16. 6-Month Role-play • Scenario #3: Listless new member • + Sponsor & VPM meet with new member • + New member is hesitant & disengaged • + Verify with new member: • A. Satisfaction level (Identify roadblocks) • B. Ah-haa moment (mountain top experience?) • C. Change activities for months 7 – 12 • D. Sponsor bring / meet Serran several events

17. 6-Month Role-play • 3-person role-play groups • A = Sponsor • B = New Serran • C = VP Membership • INSTRUCTIONS • 1. A has 5 minutes for “Time-Out Evaluation” • 2. B has 2 minutes to respond • 3. C has 2 minutes to clarify the plan

18. Orientation Meeting Agenda Your Serra Club…. • AGENDA • Welcome………………………………………Club Pres • Opening Prayer and Explanation of Program…………………............................... Chaplain • Introduction of Club Members……………………………..…Membership VP • Introduction of Attendees • DVD: “Spirit of Serra”

19. Orientation Meeting Agenda • History of Serra International…… Club Trustee • Goals of Serra • Fostering Vocations • Spiritual Growth • Christian Community • History of Serra in District and Club • Regional and International Conventions

20. Special Emphasis on Vocations…by VP Vocations Intro to Club and Parish Programs Vocations Awareness Programs Parish Vocations Committees College Connection 31 Clubs Lenten Devotion Advent Mass and Reflection Altar Servers Awards/Dinner Sisters’ Appreciation Day Seminarian and Priest Golf Outing Other activities Contact assigned Parishes/Priests Traveling Crucifix Programs Orientation Meeting Agenda

21. Orientation Meeting Agenda • Club Operation……………………President Elect • Member meetings with program • Projects • Board meetings • Dues • Expectations of a New Member • Committees for your time & expertise • Questions and Discussion…………………Panel • Closing Prayer…………………………..Chaplain

22. Final Q & A • What questions?

23. Summary: Retaining Members • A. Must be a proactive process • B. Must be done with every new member • C. A defined process will transform new members to life-long Serrans • D. Sponsor – New Member – VP Membership

24. Written Evaluation • Membership Retention Workshop Evaluation • Region __ Regional Convention: ______________, 2010 • This evaluation is very important in assessing the success of this workshop. Your feedback will help • determine the needs of those working on membership ands the future direction of other such workshops. • Please rate each item on a scale of 1 to 5 (circle your rating): • 1= Poor 2= Adequate 3= Average 4= Above Average 5= Excellent • (1.) Were the stated workshop objectives met? 1 2 3 4 5 • (2.) How well did the workshop meet your expectations? 1 2 3 4 5 • (3.) Did you learn any specific ideas on how to retain new members? 1 2 3 4 5 • (4.) Was the speaker knowledgeable about their topics? 1 2 3 4 5 • (5.) How well did others share their ideas? 1 2 3 4 5 • (6.) Will you share in your club what you have learned and use it? 1 2 3 4 5 • (7.) The Small Group practice session was: 1 2 3 4 5 • (8.) I rate my club’s current plan (if you have one) to retain members: 1 2 3 4 5 • (9.) My overall evaluation of this workshop is: 1 2 3 4 5 • COMMENTS/SUGGESTIONS (We wish to improve on this workshop and need your ideas):__________________________________________________________________________________________________________________________________________________________________________ • In summary, the 3 things I liked best about this workshop were: • ________________________________________________________________________________________