Timeline and Action Plan

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Timeline of Activities / Action Plan
Recruitment / Retention

July

Complete the six step planning process
Prepare prospective member list (solicit input from your team)
Request updated list of current members from National (used for retention campaign)
Review Dues Activities Reports (lower left column on membership page)
Setup online spreadsheet to track prospects

August

Print anniversary letters and envelopes for all members (when printing, have sorted by month-see Member Anniversary on Homepage
Bundle letters by month and have your executive secretary mail on beginning of monthy anniversary
Review various campaigns and modify to fit your associations needs (request assistance from state association as needed)
Present your Plan of Action at your next local board meeting
Consider incentives to present to your board and present at September membership meeting

September

Give a short presentation on value of membership at local meeting
Present incentive plan to membership during monthly meeting
Circulate prospective member sheet at local meeting
Input prospective members into online database or use the handy form by clicking here ( “Input Potential Prospects”-then select your association name)
Invite Prospective Members to your membership meeting
Schedule group calling to set appointments to do membership presentation using presentation booklet, then handwritten postcard TY
Send welcome letter to all new members

October

Communicate with your team and coordinate followup efforts with prospective members
Prepare and mail retention letter 1 to all members ( envelope )
Review DARs (Dues Activity Report) report before local board meeting (lower right column main page)
Circulate prospective member sheet at local meeting
Input prospective members into online database or use the handy form by clicking here (“Input Potential Prospects”-then select your association name)
Send out preapproach letter w brochure to prospective members (Fly Like an Eagle, Recruitment letter, YBA Member, Perfect Storm, etc)
Note in online database activity completed for each prospective member
Review online database and send a follow-up email to person’s assigned to prospective members if activity not be being followed on
Assign various team members to assist in doing followup call or personal meeting
Invite Prospective Members to your membership meeting
Send welcome letter to all new members

November

Review DARs (Dues Activity Report) report before local board meeting (lower right column main page)
Report to board your progress on membership recruitment and retention
Communicate with your team on their contacts with potential members
Update online database with details of activity
Check online database for followup with previous prospects and call or email / mail additional reports
Record all followup activities into online database
Note in appointment book followup date for warm prospects
Give a short presentation on value of membership at local meeting
Circulate prospective member sheet at local meeting
Input prospective members into online database or use the handy form by clicking here (“Input Potential Prospects”-then select your association name)
Review online database and send a follow-up email to person’s assigned to prospective members if activity not be being followed on
Coordinate with Professional Development Chair for upcoming blitz and non-NAIFA members
Invite Prospective Members to your membership meeting
Schedule group calling to set appointments to do membership presentation using presentation booklet, then handwritten postcard TY
Send welcome letter to all new members

December

Review DARs (Dues Activity Report) report before local board meeting (lower right column main page)
Communicate with your team and coordinate followup efforts with prospective members
Prepare and mail retention letter 2 to all members ( envelope )
Enter any potential prospective members into online database from blitz or special training activity
Mail out Fly Like an Eagle report or email letter to prospective members at blitz / special activity
Check online database for followup with previous prospects and call or email / mail additional reports
Record all followup activities into online database
Invite Prospective Members to your membership meeting
Circulate prospective member sheet at local meeting
Input prospective members into online database or use the handy form by clicking here (“Input Potential Prospects”-then select your association name)
Review online database and send a follow-up email to person’s assigned to prospective members if activity not be being followed on
Send welcome letter to all new members

January

Review DARs (Dues Activity Report) report before local board meeting (lower right column main page)
Report to board your progress on membership recruitment and retention
Send out Recruitment Letter 2 then follow-up within two weeks with a calling campaign to prospects
Communicate with your team on their contacts with potential members
Check online database for followup with previous prospects and call or email / mail additional reports
Record all followup activities into online database
Invite Prospective Members to your membership meeting
Circulate prospective member sheet at local meeting
Input prospective members into online database or use the handy form by clicking here (“Input Potential Prospects”-then select your association name)
Review online database and send a follow-up email to person’s assigned to prospective members if activity not be being followed on
Schedule group calling to set appointments to do membership presentation using presentation booklet, then handwritten postcard TY
Send welcome letter to all new members

February

Review DARs (Dues Activity Report) report before local board meeting (lower right column main page)
Prepare for successor to membership chair
Prepare and mail letter similar to retention letter 3 to all members ( envelope )
Give a short presentation on value of membership at local meeting
Circulate prospective member sheet at local meeting
Input prospective members into online database or use the handy form by clicking here (“Input Potential Prospects”-then select your association name)
Report to board your progress on membership recruitment and retention
Communicate with your team and coordinate followup efforts with prospective members
Check online database for followup with previous prospects and call or email / mail additional reports
Review online database and send a follow-up email to person’s assigned to prospective members if activity not be being followed on
Record all followup activities into online database
Invite Prospective Members to your membership meeting
Send welcome letter to all new members

March

Four months remaining until end of fiscal year - communicate with team members goals to reach b/r year end
Review DARs (Dues Activity Report) report before local board meeting (lower right column main page)
Report to board your progress on membership recruitment and retention
Circulate prospective member sheet at local meeting
Input prospective members into online database or use the handy form by clicking here (“Input Potential Prospects”-then select your association name)
Communicate with your team on their contacts with potential members
Check online database for followup with previous prospects and call or email / mail additional reports
Review online database and send a follow-up email to person’s assigned to prospective members if activity not be being followed on
Record all followup activities into online database
Invite Prospective Members to your membership meeting
Schedule group calling to set appointments to do membership presentation using presentation booklet, then handwritten postcard TY
Send welcome letter to all new members

April

Three months remaining until end of fiscal year - solicit all team members for final push for membership
Review DARs (Dues Activity Report) report before local board meeting (lower right column main page)
Report to board your progress on membership recruitment and retention
Communicate with your team on their contacts with potential members
Check online database for followup with previous prospects and call or email / mail additional reports
Record all followup activities into online database
Invite Prospective Members to your membership meeting
Circulate prospective member sheet at local meeting
Input prospective members into online database or use the handy form by clicking here (“Input Potential Prospects”-then select your association name)
Review online database and send a follow-up email to person’s assigned to prospective members if activity not be being followed on
Send welcome letter to all new members

May

Two months remaining until end of fiscal year - solicit all team members for final push for membership
Review DARs (Dues Activity Report) report before local board meeting (lower right column main page)
Prepare for successor to membership chair
Give a short presentation on value of membership at local meeting
Circulate prospective member sheet at local meeting
Report to board your progress on membership recruitment and retention
Communicate with your team and coordinate followup efforts with prospective members
Check online database for followup with previous prospects and call or email / mail additional reports
Record all followup activities into online database
Review online database and send a follow-up email to person’s assigned to prospective members if activity not be being followed on
Invite Prospective Members to your membership meeting
Send welcome letter to all new members

June

Evaluate your year as membership chair
Prepare summary report on changes that may be appropriate for incoming chairman
Submit report to your incoming membership chair and board
Work with next years incoming chair to help him/her get started on the right foot
Send welcome letter to all new members
Congratulate yourself on having a good year!