Membership Officer - First Steps - Revision history

BethWeiss: /* Connect with Key People */

2026-06-04T02:36:26Z

Connect with Key People

← Older revision		Revision as of 02:36, 4 June 2026
Line 31:		Line 31:
	=== Connect with Key People ===		=== Connect with Key People ===

	☐ Schedule a [[Membership Officer - Handoff]], if the previous Membership Officer is available		☐ Schedule a [[Membership Officer Handoff Checklist]], if the previous Membership Officer is available

	☐ If there is no handoff, learn how new members are currently welcomed and contacted		☐ If there is no handoff, learn how new members are currently welcomed and contacted

BethWeiss: /* National Office */

2026-06-04T01:55:08Z

National Office

← Older revision		Revision as of 01:55, 4 June 2026
Line 70:		Line 70:
	☐ Learn which National Office staff support Membership Officers		☐ Learn which National Office staff support Membership Officers

	☐ Read the [[National Office ~~- Initial Emails~~]] sent to new members		☐ Read the [[National Office New Member Communications]] sent to new members

	=== Access Membership Tools ===		=== Access Membership Tools ===
			Membership Officers commonly use the following tools and resources. See [[National Tools and Resources]] for descriptions and access information.

	☐ ~~Verify access to [[~~Local Group Reports]]		☐ Local Group Reports

	☐ ~~Verify access to the [[~~Email My Members Tool]]		☐ Email My Members Tool

	☐ ~~Join the [[Mensa Connect]] Membership Officer Community~~		☐ Member Directory

	☐ ~~Verify access to the [[Member Directory]]~~		☐ Mensa Connect Membership Officer Community

	=== Access Local Group Tools ===		=== Access Local Group Tools ===

BethWeiss: /* Local Group Communications */ consistency

2026-06-01T23:24:46Z

Local Group Communications: consistency

← Older revision		Revision as of 23:24, 1 June 2026
Line 62:		Line 62:
	☐ Identify other communication channels used by the Local Group and learn who manages them		☐ Identify other communication channels used by the Local Group and learn who manages them

	~~See~~: [[Membership Officer - Working with Local Group Communications]]		Learn more: [[Membership Officer - Working with Local Group Communications]]

	==== National Office ====		==== National Office ====

BethWeiss: /* Local Leadership */ reordered

2026-06-01T23:24:19Z

Local Leadership: reordered

← Older revision		Revision as of 23:24, 1 June 2026
Line 36:		Line 36:

	==== Local Leadership ====		==== Local Leadership ====
	☐ Meet with local leadership		☐ Meet with local leadership and discuss

			* How new members are currently welcomed and engaged
			* Expectations for [[New Member Events]]
			* How local leadership supports membership outreach and retention

	☐ Attend your first ExComm meeting		☐ Attend your first ExComm meeting

	☐ Understand the geographic area served by your Local Group		☐ Understand the geographic area served by your Local Group

	~~☐ Discuss:~~

	* How new members are currently welcomed and engaged
	* Expectations for [[New Member Events]]
	* How local leadership supports membership outreach and retention

	☐ Ask the LocSec to have ''membership@localgroup.us.mensa.org'' redirected to your email address		☐ Ask the LocSec to have ''membership@localgroup.us.mensa.org'' redirected to your email address

BethWeiss: Foramtting

2026-06-01T23:23:45Z

Foramtting

← Older revision		Revision as of 23:23, 1 June 2026
Line 23:		Line 23:
	Provide a checklist to help new [[Membership Officer\|Membership Officers]] get oriented, build connections, and identify essential first steps.		Provide a checklist to help new [[Membership Officer\|Membership Officers]] get oriented, build connections, and identify essential first steps.

	== ~~First Steps~~ ==		== Checklist ==

	=== Understand Your Role ===		=== Understand Your Role ===
Line 36:		Line 36:

	==== Local Leadership ====		==== Local Leadership ====

	☐ Meet with local leadership		☐ Meet with local leadership

	☐ ~~Ask the LocSec to have ''[membership@localgroup.us.mensa.org](mailto:membership@localgroup.us.mensa.org)'' redirected to~~ your ~~email address~~		☐ Attend your first ExComm meeting

	☐ Understand the geographic area served by your Local Group		☐ Understand the geographic area served by your Local Group

	☐ ~~Attend your first ExComm meeting~~		☐ Discuss:

	~~☐ Discuss expectations~~ for [[New Member Events]]		* How new members are currently welcomed and engaged
			* Expectations for [[New Member Events]]
			* How local leadership supports membership outreach and retention

	☐ Understand ~~how local leadership participates in welcoming and engaging new members~~		☐ Ask the LocSec to have ''membership@localgroup.us.mensa.org'' redirected to your email address

			☐ Understand the geographic area served by your Local Group

	==== Area Coordinators ====		==== Area Coordinators ====
Line 53:		Line 56:
	☐ If your Local Group has Area Coordinators, introduce yourself and learn how they support member engagement		☐ If your Local Group has Area Coordinators, introduce yourself and learn how they support member engagement

	~~See~~: [[Membership Officer - Working with Area Coordinators]]		Learn more: [[Membership Officer - Working with Area Coordinators]]

	==== Local Group Communications ====		==== Local Group Communications ====
Line 110:		Line 113:

	* [[Membership Officer - Next Steps]]		* [[Membership Officer - Next Steps]]

	~~== Related ==~~

	* [[Membership Officer]]
	* [[Membership Officer - Role Overview]]

BethWeiss: formatting

2026-06-01T23:20:18Z

formatting

← Older revision		Revision as of 23:20, 1 June 2026
Line 21:		Line 21:
	== Purpose ==		== Purpose ==

	Provide a checklist to help new Membership Officers get oriented, build connections, and identify essential first steps.		Provide a checklist to help new [[Membership Officer\|Membership Officers]] get oriented, build connections, and identify essential first steps.

	== First Steps ==		== First Steps ==

BethWeiss: formatting

2026-06-01T23:07:29Z

formatting

← Older revision		Revision as of 23:07, 1 June 2026
Line 8:		Line 8:
	* You know who to contact when questions arise.		* You know who to contact when questions arise.
	* You can access the tools and information needed to perform the role.		* You can access the tools and information needed to perform the role.
	} best =		\| best =
	* Learn before changing.		* Learn before changing.
	* Build relationships early.		* Build relationships early.

BethWeiss: WoW update

2026-06-01T23:06:55Z

WoW update

← Older revision		Revision as of 23:06, 1 June 2026
Line 5:		Line 5:
	Focus on learning the role, meeting key people, and understanding existing processes.		Focus on learning the role, meeting key people, and understanding existing processes.
	\| success =		\| success =

	* You understand how new members are welcomed.		* You understand how new members are welcomed.
	* You know who to contact when questions arise.		* You know who to contact when questions arise.
Line 18:		Line 17:
	* Overcommitting before understanding the role.		* Overcommitting before understanding the role.
	* Making changes before learning why current processes exist.		* Making changes before learning why current processes exist.
	* ~~Not asking questions~~.		* Assuming you need to know everything right away.
	}}		}}
	== Purpose ==		== Purpose ==

BethWeiss: can we make this pithier?

2026-06-01T23:05:38Z

can we make this pithier?

← Older revision		Revision as of 23:05, 1 June 2026
Line 9:		Line 9:
	* You know who to contact when questions arise.		* You know who to contact when questions arise.
	* You can access the tools and information needed to perform the role.		* You can access the tools and information needed to perform the role.
			} best =
			* Learn before changing.
			* Build relationships early.
			* Ask questions.
			* Keep your initial focus narrow.
	\| pitfalls =		\| pitfalls =
	* Trying to fix everything immediately.		* Trying to fix everything immediately.

BethWeiss: /* Related */ trimmed

2026-06-01T23:04:38Z

Related: trimmed

← Older revision		Revision as of 23:04, 1 June 2026
Line 17:		Line 17:
	== Purpose ==		== Purpose ==

	Provide a checklist to help ~~you~~ get oriented, build connections, and identify essential ~~tasks~~.		Provide a checklist to help new Membership Officers get oriented, build connections, and identify essential first steps.

	== First Steps ==		== First Steps ==
Line 83:		Line 83:
	☐ Learn how to access the Local Group file repository, if one exists		☐ Learn how to access the Local Group file repository, if one exists

	== What ~~Is Not Part of First Steps~~ ==		== What Can Wait ==

	☐ Redesigning systems		* Redesigning systems
			* Launching new programs
	☐ Launching new programs		* Fixing long-standing issues

	☐ Fixing long-standing issues

	The goal is to understand how things currently work before deciding whether changes are needed.		The goal is to understand how things currently work before deciding whether changes are needed.
Line 105:		Line 103:

	== Next Step ==		== Next Step ==
			Once you feel oriented and have completed most of these tasks, continue with:

	~~Once you feel oriented, move to:~~		* [[Membership Officer - Next Steps]]

	* [[Membership Officer - Next ~~30 Days~~]]

	== Related ==		== Related ==
Line 114:		Line 111:
	* [[Membership Officer]]		* [[Membership Officer]]
	* [[Membership Officer - Role Overview]]		* [[Membership Officer - Role Overview]]
	* [[Membership Officer - Next 30 Days]]
	* [[Local Group Toolkit]]