July Chapter MeetingJuly Chapter Meeting
MEMBERSHIP COMMITTEE - 2011
  • 108 Member Benefits

    Director:
    Lynsey Wallin

    Committee Members:
    Del Cerney, Craig Dahl, Joel Johnson, and Jerry Patterson

    Goal:
    Increase new members by 15%: 121 new members.  As of 12/31/10, there are 808 members in the MN Chapter. (Year 2010: 92 new members; Year 2009: 74 new members; Year 2008: 145 new members; Year 2007: 97 new members; Year 2006: 115 new members; Year 2005: 100 new members; Year 2004: 111 new members)

    Fostering Trust:

    • Use open communication to help energize and integrate strategies, be action-oriented when implementing them and be accountable to the public, our members and the community.
    • Empower committee members with specific responsibilities and monitor accountability on an ongoing basis.
    • Project enthusiasm, passion and excitement. Have regular in-person meetings. Spend time getting to know each other personally.
    • Stick to a working plan.

    Vision:
    Proactively and effectively communicate the benefits of FPA membership to the Minnesota financial planning community with the intent to increase membership.

    Developing Strategies: (See Team Leadership Manual for details.)

    Energizing Alliances:

    Internal Alliances What do we want? Critical Success Factors
    Current Members New member referrals Educate members on benefits
    FPA National Recruiting tools, new membership ideas, updates from national, etc. Monthly Membership Director's conference call
    Career Development Committee Exposure to non-members at Career Day Membership presentation at Career Day
    Member Services Committee Synergy between committees to support FPA-MN’s overall membership goal
    Programs Committee Encourage non-members at chapter meetings to join FPA Encourage speakers to offer incentives to FPA members and/or non-members who join “today”
    Symposium Committee Exposure to non-members Pitch FPA membership to non-members at Symposium through announcements and membership booth
    Encourage speakers to offer incentives to FPA members and/or non-members who join “today”

    External Alliances What do we want? Critical Success Factors
    Local allied professional organizations Support in pitching FPA to their members
    Program Directors/ Instructors - local CFP programs Access to students to pitch membership Create a PowerPoint that instructors can use to talk about FPA
    Promote Program Directors campaign
    CFP Board and Exam Facilitators FPA Recruitment through exposure before/after CFP Exam (ie. Host a lunch or dinner and publicize the event at the testing site)

    • Develop plan of work (Chair and Committee)
      • Incorporate Roadmap to Success
      • Work with committee members to allocate duties
      • Monitor progress at monthly committee meetings
    • Committee growth (Chair and Committee)
      • Proactively invite chapter members to join committee
    • Energize committee members (Chair and Committee)
      • Identify strengths and interests of committee members
      • Recognize active committee members on website, in newsletters, at meetings, etc.
    • Hold Committee Meetings (Chair and Committee)
      • Schedule monthly meetings with agendas
      • Have committee members report on progress on their actions
      • Update committee on FPA MN and National's initiatives
    • Membership Growth: 15% - 121 new members
      • Monthly monitoring of tactical efforts
      • Activate current members to get non-members to join
      • Promote Member-Get-A-Member Campaign
      • Staff membership table at monthly meetings, have guests register at membership table, and have membership materials available
      • Respond to emails/calls from potential members regarding membership
      • Call first-time attendees from each chapter meeting
      • Have committee members speak at chapter meetings about new incentives and membership activities
      • Monthly newsletter submissions
      • Promote membership at syposium to non-members and staff FPA-MN booth
      • Continually develop new recruitment strategies (possibilities could be a reception after CFP exam, free members-only meetings or local recruitment campaigns)
    • New Member Reception
      • Plan date and book New Member Reception
      • Collaborate with Board of Directors and plan for new member reception
    • Committee Webpage
      • Ensure content accuracy
    • Roadmap to Success
      • Complete Membership Committee portion of Roadmap to Success submission
    • 2011 Strategic Planning
      • Create draft Strategic Plan
      • Attend Strategic Planning Meeting along with all committee members

  • [Home Page] [Visitors] [Members] [About FPA] [Outreach] [Symposium] [Partners] [Contact Us]

    Office: 763-781-1212 • Fax: 763-226-2393 • Email: office@fpamn.org
    3900 Main Street NE • Minneapolis, MN 55421
    CFP Board Disclosure StatementFPA Disclosure StatementCPE/NASBA Disclosure Statement
    Copyright/DisclaimerSite Map

    Search our website by using Google:

    Google


    WWW Financial Planning Association of MN


    Site Meter