Membership Officer: Difference between revisions

Latest revision as of 02:09, 4 June 2026

Purpose

Provide a starting point for Membership Officers and connect them with resources throughout the Local Group Toolkit.

Role Introduction

The Membership Officer helps members feel welcomed, connected, and valued throughout their membership experience.

The Membership Officer helps members connect with Mensa throughout their membership journey. While responsibilities vary from group to group, most Membership Officer activities support one of two goals: helping members feel welcomed when they join and helping them remain engaged over time.

Everything else supports these goals. Focus on welcoming and retention—you do not need to do everything at once.

Membership Officer Roadmap

Learning the Role

Start with an overview of the role and its guiding philosophy

Sustaining the Role

Membership Officer - Tracking

Member Experience

These resources focus on helping members feel welcomed, connected, and engaged.

Welcoming New Members

Welcoming New Members

Member Contact Methods

Responding to Members

Encouraging First Event Attendance

New Member Events

Member Engagement

Retention and Renewals

Reconnecting with Lapsed Members

Working with Others

Membership Officers rarely work alone. These resources focus on collaboration and appropriate delegation.

Membership Officer - Working with Other Roles

Membership Officer - When to Escalate or Hand Off Communication

Resources and Examples

Templates, tools, and examples that can help simplify the role.

National Tools and Resources

@@ Line 1: / Line 1: @@
-Should this page be a fixed header template that we can use for all Local Roles?
+== Purpose ==
-First 30 days, Regular Tasks Best Practices, Templates and samples, Activities, Major Activities
+Provide a starting point for Membership Officers and connect them with resources throughout the Local Group Toolkit.
-This is definitely going to evolve, but it'd be nice if our pilot set an outline that could be followed for future roles
-====== ## This link is for [[LGMO Task Force notes & ideas|Task Force to record gaps, make notes]] for later consideration /bw ======
+== Role Introduction ==
+The Membership Officer helps members feel welcomed, connected, and valued throughout their membership experience.
+The Membership Officer helps members connect with Mensa throughout their membership journey. While responsibilities vary from group to group, most Membership Officer activities support one of two goals: helping members feel welcomed when they join and helping them remain engaged over time.
-<nowiki>##</nowiki> [[Template:Task force ideas|Task force ideas]]
+Everything else supports these goals. Focus on welcoming and retention—you do not need to do everything at once.
-== Role Purpose ==
+== Membership Officer Roadmap ==
-Support membership engagement, onboarding, and retention at the local level.
-== What the Membership Officer Does ==
+=== Learning the Role ===
-* Welcomes new members
+Start with [[Membership Officer - Role Overview|an overview of the role and its guiding philosophy]]
-* Encourages engagement
+* [[Membership Officer - First 30 Days|Membership Officer - First Steps]]
-* Connects members with group activities
+* [[Membership Officer - Next 30 Days|Membership Officer - Next Steps]]
-* Works with leadership to support membership goals
+* [[Membership Officer - Settling Into the Role]]
-* ??  Does the membership officer reach out to candidates who have been accepted??/bw
-== What the Membership Officer Does Not Do ==
+=== Sustaining the Role ===
-* Manage national membership systems
-* Set policy
-* Control member participation
-== How This Role Fits ==
+* [[Membership Officer - Operating Rhythm]]
-Local Membership Officer focuses on local connection.    The national roles of National membership Officer and staff membership support (actual role name??} focus on strategy and systems.
+* [[Managing Membership Outreach]]
-# Working with your ExComm and RVC
+* [[Membership Officer - Tracking]]
-# Working with the National Office staff
-# Setting expectations with your local board
-# The philosophy: members who never attend events still matter–all members matter. Phrasing??   Members have different levels of interaction and they all matter, whether or not they attend events or are involved online.
-== Membership Office Activities ==
+=== Member Experience ===
-Instead of this section, should these all be links from What the Membership Officer does?
+These resources focus on helping members feel welcomed, connected, and engaged.
-=== [[Welcoming New Members]] ===
+==== Welcoming New Members ====
-Add some general text but the link is the key part.  If we create a "New Members" section of the wiki, that would be part of welcoming new members--directing them to that wiki
+* [[Welcoming New Members]]
-=== [[Keeping Members Engaged]] ===
+* [[Member Contact Methods]]
-Should some of the high-level things (such as New Member Activities) be listed here?  What is the best way for LGMO's to find the information?
-=== [[Serving Remote Members]] ===
+* [[Making It Personal]]
-Add some general text but the link is the key part
+* [[Making Personalization Sustainable]]
-Is this its own topic or does it fall under engaging new members?
-== Resources ==
+* [[Responding to Members]]
-Need to figure out what resources are LGMO specific and which are general resources that should be on a single page (perhaps the main page of "Local Group Roles") rather than on each Role's page
-<nowiki>##</nowiki> Could this be a toolkit footer at the bottom of each page of the toolkit, or perhaps live on the main toolkit page? /bw
+* [[Encouraging First Event Attendance]]
-=== [[Online Tools & Communication]] ===
+* [[New Member Events]]
-=== [[National Resources for Members]] ===
+==== Member Engagement ====
+* [[Member Engagement]]
+* [[Supporting Remote Members]]
-=== [[FAQs: How to respond to general requests]] ===
+==== Retention and Renewals ====
+* [[Renewal and Retention]]
+* [[Membership Renewal Reminder Email|Renewal Reminder Outreach]]
-=== [[References]] ===
+* [[Contact Lapsed Members]]
-This might be footer information, along with New Member Info/Jargon Decoder/etc
-== Regular processes (we need a better name) ==
+=== Working with Others ===
+Membership Officers rarely work alone. These resources focus on collaboration and appropriate delegation.
+* [[Membership Officer - Working with Other Roles]]
-=== [[First 30 days of being a Membership Officer]] ===
+* [[Membership Officer - When to Escalate or Hand Off Communication]]
-Or should this be First 30/60/90 days and then Recurring Activities/Schedule?
-=== [[Monthly activities for a Local Group Membership Officer|Monthly activities]] ===
+=== Resources and Examples ===
+Templates, tools, and examples that can help simplify the role.
+* [[Membership Officer Resources]]
+* [[National Office New Member Communications]]
-=== [[Annual tasks for a Local Group Membership Officer|Annually]] ===
+* [[National Tools and Resources]]