Locating Names of New Retirees v Visit County Schools Offices. v - - PowerPoint PPT Presentation
Finding and Recruiting Retirees Channeling Your Inner Sherlock Holmes By Cathy Wooley Locating Names of New Retirees v Visit County Schools Offices. v Visit individual school sites. v Call or write form letters to individual school districts. v
By Cathy Wooley
Channeling Your Inner Sherlock Holmes
vVisit County Schools Offices. vVisit individual school sites. vCall or write form letters to individual school districts. vFind School Board minutes for new retirees. vAsk friends if they know anyone who is retiring. vCheck Johanna’s yearly list from CalSTRS.
ØHow do I learn what I need to do? ØA newly developed Division Health Check-up will guide you with both short and long term planning. ØThe best place to start is by starting a prospects’ list.
ØStart with most recent retirees and work backwards. ØNew retirees are easier to locate. ØPlan to go back no more than 5 years.
ØKeep it current!!!
Division Health Checkup
Notice areas of strengths in your division. Check those items that need attention. Have you done a member survey in the last 3 years? Was there less than 3% decline in membership over the last 3 years? Does your board try fresh ideas to connect with new members? Are there less than 2 empty critical board positions: President, Treasurer, Newsletter Editor, Membership Chair? Is the number of supporting committee chairs proportionate to total membership? Is the length of time leaders have served in the same position in compliance with your bylaws? Does your division hold pre-retirement events? Does at least 10% of the total membership attend luncheons? Is there compatibility within the leadership? Does your division keep track of prospective new members? Are the luncheon meetings fun, uplifting, entertaining, informative, and Reasonably priced? Does your division provide short-term activities to engage newer members? Is your division in contact with the local school districts throughout the year? Is the division budget adequate to fund member needs? Do you have a membership brochure unique to your division? Do you have any ideas that you would like to share?
vThe work isn’t hard. vA volunteer with intermediate computers skills can do it. vThis volunteer, who hopefully likes to type, can start a spreadsheet
vBefore you know it, you’ll have a prospects’ list. Treat it with care!
It wasn’t that long ago that all we needed was a phone book and a school directory.
On the next slides you will see a very small sampling of Internet “people finder sites.” vSome are better than others. vSome are cheaper than others; a few are free. vPeople searches are a very competitive, money-making business. vSome give you too much information; remember, you are only looking for names (including middle initials, if available), addresses, and possibly phone numbers. Caution: email addresses
vPeopleVerified.com vBeenVerified.com vmelissadata.com/lookups/personatorsearch.asp vIntelius.com v411.com (click on “Details,” not “Full Report”) vZabaSearch.com vSpokeo.com???
vTruthfinder.com vPeopleFinder.com vAnyWho.com v411.com(subscription)àWhitePages.com vSearchSystems.net vInstantCheckmate.com vSpyFly.com vThatsthem.com vAccurint.comà$$$$
vGoogle the name and general residential location. vCheck FaceBook. vKeep an “Unable to Locate” list. vRevisit the list every few months. vInformation is updated frequently. vTake the list to a luncheon and pass it around.
vYour prospects’ list is an organized list of people who have not joined. vYou decide how far back you want to go.
vFor an average mailing we go back 5 years. vOur ”real list” goes back to 2005.
vIt is small in terms of computer space-1800 names & addresses, about 350 KB. vComparison: This presentation is 40 times larger.
vAlthough computers are more reliable than they used to be… vEvery time I make a change to the list, I save it in 2 places. vThe second place is NOT on my computer
vThe Cloud vA small thumb drive
vOur list is only about 300 KB-most thumb drives are about 50X that big.
vAnother computer
v Getting retirees names in our division is not a problem. Addresses are a BIG problem. v We use the Internet -- PeopleVerified.com is my favorite. Now I also use whitepages.com. v Use a bulk mailing permit. (200 piece min.) v Sometimes mail is returned. Be creative with this mail. We have found that many times the post office will supply us with the correct address.
v Figure out ways to attract baby boomers now retiring. v RETAIN those members you already have. v It sounds so simple!
v An active Board of Directors who delegate tasks to committees. v Committees are not expected to
v Typically, membership should make up about 20% of a division’s budget. v Committees are diverse, each with at least one area of expertise or interest.
v Dedicated group of 8-10. v No one person does everything. v Meets once every couple of months for about 1 hour; 4 of those are mailing preparation. v New strategies are constantly being tried, if
v Division 38 has one retention person. v She checks monthly reports and contacts those who may have let their dues lapse. v She often talks members into dues deduct. v She sends birthday cards - boosts retention. v Her personal touch has caused many members to renew their lapsed memberships.
v Everything we get from the state office says “your partner in pension protection.” v Are educators unwilling to embrace this philosophy . . . because it sounds greedy? v We are happy being the volunteers of our
v But if we don't watch out, there will be no
v Don't let the warm and fuzzy things we all do cloud your judgment. v View strategies & costly programs
new members.
v Unfortunately, “fun” does not necessary translate into good business practices. v Ask new, younger members what they want to do. These are the members and leaders of the future.
v Successful” efforts on our radar now are the 5 Minute Messenger, Active Teacher Awards, Pre-Retirement Workshops, and using Facebook as a communication tool. v Each, in its own right, promotes name recognition in our schools.
v But our focus must be on increasing numbers as quickly as we can. v Will these activities promote immediate membership?
v There is no magic formula for gaining and retaining membership. v Old practices are not working. v Don't be afraid to try new ideas, but monitor their success/failure. v NEVER GIVE UP!
CalRTA - Stanislaus - Division 38 Membership Committee Organizational Chart
Chairperson: Cathy Wooley
(30 - 60 yearly) Follow up members who have not paid current dues with letters and phone calls. Activities: ♦ Uses letters supplied or creates own letters and or cards ♦ May recruit helpers to phone using members who personally know delin- quent members ♦ A “Telephone Day” may be organized to have members phone someone they know and ask them to “re-up!” ♦ Social activities may be involved NOTE: ♦ May recruit additional “task force” mem- bers at critical times, as necessary. (+/- 1,00) Identify and recruit members from among the approximately 1,800 retired teachers in Stanislaus County who are not mem- bers of CalRTA. Activities: ♦ Use mail-merge letters and school dis- trict data bases acquired via contacts throughout the county and from teacher organizations. ♦ Membership Challenge to directly in- volve member in recruitment
NOTE: ♦ May recruit additional “task force” mem- bers at critical times, as necessary. (10 - 0 yearly) Identify and recruit members from among the teachers scheduled to retire each year. Activities: ♦ Use every opportunity to get info about CalRTA - Stanislaus into schools. In School Presentations Active Teacher Awards program (ndeavors to make mini-grant presentations at staff meetings. Staff meeting presentations made by “Five Minute Messenger” team. Demystifying Retirement Events Coordinate 2 pre-retirement workshops as to time, place, and individual task responsibilities. Posters placed in staff rooms in schools throughtout the county.- NOTE: ♦ May recruit additional “task force” mem- bers at critical times, as necessary.
Membership Retention
Susan Harmon
Coordinator Retiree Recruitment
Cathy Wooley
Coordinator Pre-retirement Recruitment
ao Cooato
2017/18 Membership Planning Calendar
Stanislaus - Division 38
April May June Attend district retirement activities Beginning of Membership Year Evaluate activities: accomplishments? Use available internet databases to locate home addresses of new retirees Update database (on-going) Transfer responsibility packet to new Begin getting info from school districts, etc. Membership committee
* Selection of Members Start process of getting lists from county * Meet together * Set yearly goals; submit to budget c'ttee best estimate of membership recruitment schools office and district offices Develop activities timeline Letters to new retirees as contact info is availablel costs likely for the NEXT fiscal year. July August September Send membership materials to all Invite new and prospective members new retirees to first luncheon of Stanislaus Division (NOTE: This is an "ongoing" process) Start "members get members" activities Posters to all schools Meet to plan "Demystifying Retirement" workshop; assign tasks Welcome new members Renew contact with prospects Review timeline as necessary Launch 5-Min Messenger program 1st letter mailing Continue poster distribution (yearly) October December Membership committee * Review member make-up Remind members we are all recruiters! On-going 5-Min Messenger program Stuff folders for Demystifying Retirement workshop Hold workshop Continue poster distribution in schools November Recruitment Push Remind members we are all recruiters! Put out non-member and unknown address lists at luncheon 2nd mass mailing Work to update data base Continue poster distribution in schools January February March Send names and addresses of retirees Check on mid-year retirees 3rd letter to names in database (we go back about 5 years) Urge members to update their info with CalRTA (put info change forms in baskets on tables at luncheon) that haven't joined to CalRTA Continue January activities Continue activities not completed March 31 membership statistics close Awards based on this number Awards based o this number!
NOTES:
Membership committee meets 5 times per year. Activities include: Recruitment Contacting renewals is an ongoing monthly activity to promote retention.. Submitting regular items to The Taught Line-Division 38's newsletter. Sending out birthday cards. Updating non-member database (is an on-going activity) As of 55