Engagement best practices, tips and suggestions

Membership outreach ideas

  • “Welcome Wagon” – phone calls or emails to new members (within a month of joining) split up by the committee
    • Alternatively- scan for target companies/titles/career level and do outreach to those in target group
    • Let them know about upcoming events, answer membership questions
  • New Member Orientations – every 6 weeks – can be virtual or in-person
    • Signup sheet for volunteer interest
    • Highlight a “featured committee” in need of volunteers
  • Mid-year check in – contact new members partway through the year (6 or 9 months after joining) to invite to events, check in
  • Expiring members – email one month prior to expiration
    • Standard email customized to your chapter- highlight recent events/upcoming programs, growth, etc.
    • Copy/paste or e-mail merge - no CC or BCC please
    • Alternatively- target only those who have attended events, target by company/career level/etc

Radical hospitality ideas

  • Membership Table at events- check chapter/regional event calendar and work with Programs team to ensure table is at the event
    • Membership postcard available from chapter’s marketing DAL (in Marq)
    • If they wish to join on-site, direct them to the website or help them join online if a laptop/wifi are available. Paper membership forms are not accepted
  • “Member engagement events” – These can be coffee chats, happy hours, etc- very informal, free get togethers open to members and nonmembers
    • Should not incur a cost for the chapter
    • Setup form available in leader library

Volunteer placement/tracking ideas

  • 3/6/9 Month check-in with newly placed volunteers
    • Determine if placement is a good fit, next steps in volunteer “career” progression, succession planning
  • Have a few “go-to” roles for those who aren’t sure what they would like to do
    • Simple, concrete tasks such as event registration table, event photographer, membership renewal reminders, etc