Presidents Assembly Monthly Webinar November 18, 2010

1. Presidents Assembly Monthly WebinarNovember 18, 2010

2. During the Webinar – Just Ask! Please use this question area to communicate with us throughout the webinar. Have a question…type it!!

3. What Chapter do you represent? Please use your GoToWebinar Question box to type in the name of your Chapter…

4. Update Your Chapter Leadership Roster! • Log into nawbo.org to update your chapter leadership roster – we need to know your current officers and board members • Receive appropriate communications • Receive rebate reports • Receive membership reports • Contact techsupport@nawbo.org to get your password or be authorized administrator to update roster

5. Presidents Assembly Leadership Molly Gimmel Rachael Bender Greater DC Chapter Fort Lauderdale Chapter Chair Chair-Elect presidentsassembly@nawbo.org

6. 2010-2011 Presidents Assembly Steering Committee Anne Freedman NAWBO Miami PASC Northeast & Mid-Atlantic Region Linda Cooper NAWBO Central Oklahoma PASC Southern Region Angelika Coghlan NAWBO Chicago PASC Midwest Region Lola Kakes NAWBO Tucson PASC Western Region

7. NAWBO REGIONAL BREAKDOWNS • Northeast & Atlantic Region • Maine, New Hampshire, Vermont, Massachusetts, Rhode Island, Connecticut, New York, Pennsylvania, New Jersey, Delaware, Maryland, District of Columbia, Virginia, W. Virginia • Midwest Region • Wisconsin, Michigan, Illinois, Indiana, Ohio, N. Dakota, S. Dakota, Nebraska, Kansas, Minnesota, Iowa, Missouri • Southern Region • North Carolina, South Carolina, Georgia, Florida, Kentucky, Tennessee, Mississippi, Alabama, Oklahoma, Texas, Arkansas, Louisiana • Western Region • Idaho, Montana, Wyoming, Nevada, Utah, Colorado, Arizona, New Mexico, Alaska, Washington, Oregon, California, • Hawaii

8. Steering Committee Roles & Responsibilities • Presidents Assembly Steering Committee is responsible for: • Serving as “voice of the chapters” on the National Board and facilitating communications between National and the chapters • Facilitating chapter collaboration/information sharing via webinars & meetings at national conferences • Creating a community of chapter leaders • Helping chapter leaders with strategic planning, problem resolution, etc. • Appointing members to serve on the National Nominating Committee

9. Webinar Schedule • Mark Your Calendar NOW! • Webinars will be held on the third Thursday of every month at noon Eastern time. • Upcoming Webinars: • Dec 16 – Fundraising (other than corporate partnerships) • Jan 20 – Public Policy (state & local) • Feb 17 – New Member Recruitment • Mar 17 – Programming & events • Apr 21 – Public Policy (national) • May 19 – Strategic Alliances

10. PA Facebook Page Use to share news and information; exchange best practices; ask for help; etc. All chapter leaders are welcome to join. Please do not use to market your business.

11. News from National Molly Gimmel PASC Chair

12. PUBLIC POLICY • The NAWBO PAC has been re-launched to provide NAWBO with a voice at the national level regarding issues affecting WBOs • The all-new Online Legislative Action Center provides: • Contact information for elected officials at the national, state, and local level • Information about candidates running for election for national, state, and local offices • The ability to subscribe to policy briefs & email alerts • Advocacy toolkit • Policy briefs on WBO & SB issues • Legislative Action Center is available for all members and non-members

13. CHAPTER RESOURCE CENTER OBJECTIVES • To increase and expand chapter support by providing tools to support our local chapters with improvements and updates on ongoing basis • The all-new Online Chapter Resource Center provides chapters: • Visual Resources and Instructional Presentations • Bylaws and Policies • Forms and Templates • Chapter Best Practices Library • Chapter Operations Manual • National Strategic Plan Overview and Strategic Plan Templates • All Chapter Board Members and Chapter Admin Staff have access to Online CRC. Please update your Chapter Board Roster.

14. REGIONAL LEADERSHIP SUMMITS • OBJECTIVES • To provide chapters with an overview of the long-term strategic plan and priority objectives for NAWBO • To provide access to chapter resources and capacity building opportunities • To open and leverage direct line of communication and engagement between NAWBO and local chapters • To offer networking opportunity between chapters at the regional level; and to share best practices amongst peers to support each other’s growth and success • To collect pertinent data and information about local chapters

15. REGIONAL LEADERSHIP SUMMIT NEXT YEAR’S SUMMITS (planned, dates/locations subject to change) Western Regional Leadership Summit February in Tucson, AZ Midwest Regional Leadership Summit May in Kansas City, MO Northeast/Mid-Atlantic Regional Summit November in Washington, DC

16. FUTURALLIA 2011 • NAWBO is a Network Partner for this annual international conference for small & medium sized business enterprises • Will be held in Kansas City on May 18-20, 2011 • Expecting over 1,000 attendees • Each registrant selects other attendees from catalog that they are interested in meeting, forum sets up 16 30-minute one-on-one sessions • Exhibit hall plus plenty of networking time • Ideal for companies interested in doing business internationally or looking for partnerships

17. NAWBO WOMENS BUSINESS CONFERENCE 2011 • Date Change: August 31 – September 1 • Will be held in San Diego • In process of re-vamping format/content – more news to come!

18. Best Practices for membership

19. Ideas for New Member recruitment • Membership Director should have a committee to support her • Give a prize to the member who brings the most guests to meetings • Give a prize to the member who brings in the most members • Advertise your meetings in all publications

20. Poll • Do you have special events to invite prospective members?

21. Ideas for New Member recruitment • Have a Wine or Coffee get together for prospective members • Joint Membership-Ex. State Chamber • Always send a thank you to a guest for attending a meeting • If a guest comes without a member, be sure and have someone introduce them to members

22. Poll Question • Does your chapter have a new member orientation?

23. New Member Recuitment What Worked: Fort Lauderdale Rachael Bender

24. Finding New Members • Developing a new database of women business owners • Occupational license database from county or city • Database of women-certified businesses • Lists of attendees from other events • Women business owners who have been written about in the local newspaper • Develop print mailing newsletter or flier targeted to these potential members

25. MemberFEst • Special low-cost or free event • Have members talk about the value of NAWBO, give testimonials • Make it a fun, social event • Hold at a corporate partner venue • Give invitations to members to invite guests • Give prizes to members who invite the most guests

26. Develop potential member system • Guest Orientation • Share NAWBO history • Explain the benefits of membership • Set them up with an experienced member to sit with them at meeting & introduce them • Follow up after meeting to answer questions • Invite to next meeting, if they haven’t submitted an application • Once a member – New Member Orientation

27. Member retention • Have a new member orientation, for example a breakfast • Have a member be a buddy to a new member • Always send e-mails to members about upcoming meetings and events • Have President send out e-mail to members telling them what is going on in the chapter • Spotlight Members at meetings

28. Member retention • Give an award to a member once a year for being an outstanding member • Put on your website about members who have received awards or special recognition • Contact members who are up for renewal and of they are not renewing find out why

29. Poll Question • Do you have a member be a buddy to a new member?

30. Member retention What Worked: Miami Anne Freedman

31. Proven Retention Avenues for You to Try in Your Chapter • Personal Touch / Plan • Website/ Internet Presence / Promotion • Events & Affiliations

32. Personal Touch & Plan • Create a ‘plan’ • Networking breakfasts • Celebrate successes • Create ‘Class of 2010’ etc. • Build friendships and tie-in National value

33. Poll Question: • Does your Chapter reach out to new members within one month of joining?

34. Create a Retention Plan • From sign-up to first meeting – your outreach? • First month – follow up call, invite to attend , and to join a specific committee • Second month – follow up call, invite to attend • Third month – follow up call, invite to attend • Quarterly outreach – call and invite • 90 days before renewal – ask questions Who can do this? Divide outreach “touch” among different members, new and experienced.

35. Poll Question:Do you recognize renewing members?

36. Website/Internet/ Presence • Ask for and post a photo and brief description of the member’s business, product or service, with link to website • Create a list of member ‘blogs’ with links to what your members are writing. Also, post podcasts. • Write about your members’ honors and recognition in your Facebook or Linked-In Group … or have them post info

37. More Internet Tactics • Show photos / comments of members who have been to and/or spoken at regional or national NAWBO events • Invite articles in your e-newsletter from both new and veteran members • Confirm they are receiving email invites, etc.

38. Events & Value Added Affiliation • Free events for members • Low-cost events and member pricing • Sponsorships, shared costs to regional and national NAWBO events • Shared membership in prestigious groups, i.e. Chamber of Commerce • Nominate members for recognition, awards programs

39. Poll Question:How many of your members have been to a regional or national NAWBO event?

40. Questions?

41. Thank you for participating in • NAWBO Presidents Assembly Webinar! • We look forward to talking to you next month. The webinar will be on Nov 18th at noon Eastern • To share this information with your chapter’s leadership, visit NAWBO Presidents Assembly Community. The slides will be posted in the Resources section • A link to a recording of this webinar will be posted on the PA Facebook page

42. CONTACT NAWBO Member Services:  memberservices@nawbo.org Chapter Services:  chapterservices@nawbo.org Presidents Assembly:  presidentsassembly@nawbo.orgNews/Article Submissions: publications@nawbo.org Website/Technical Support:  techsupport@nawbo.org

43. Your Feedback is Welcome! Please send feedback to presidentsassembly@nawbo.org