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.
-{{Task force ideas}}
+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.
-== Role Purpose ==
+Everything else supports these goals. Focus on welcoming and retention—you do not need to do everything at once.
-Support membership engagement, onboarding, and retention at the local level.
-== What the Membership Officer Does ==
+== Membership Officer Roadmap ==
-* Welcomes new members
-* Encourages engagement
-* Connects members with group activities
-* Works with leadership to support membership goals
-* ??  Does the membership officer reach out to candidates who have been accepted??/bw
-== What the Membership Officer Does Not Do ==
+=== Learning the Role ===
-* Manage national membership systems
+Start with [[Membership Officer - Role Overview|an overview of the role and its guiding philosophy]]
-* Set policy
+* [[Membership Officer - First 30 Days|Membership Officer - First Steps]]
-* Control member participation
+* [[Membership Officer - Next 30 Days|Membership Officer - Next Steps]]
+* [[Membership Officer - Settling Into the Role]]
-== How This Role Fits ==
+=== Sustaining the Role ===
-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.
-# Working with your ExComm and RVC
+* [[Membership Officer - Operating Rhythm]]
-# Working with the National Office staff
+* [[Managing Membership Outreach]]
-# 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 ==
+* [[Membership Officer - Tracking]]
-Instead of this section, should these all be links from What the Membership Officer does?
-=== [[Welcoming New Members]] ===
+=== Member Experience ===
-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
+These resources focus on helping members feel welcomed, connected, and engaged.
-=== [[Keeping Members Engaged]] ===
+==== Welcoming New Members ====
-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?
+* [[Welcoming New Members]]
-=== [[Serving Remote Members]] ===
+* [[Member Contact Methods]]
-Add some general text but the link is the key part
-Is this its own topic or does it fall under engaging new members?
-== Resources ==
+* [[Making It Personal]]
-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
+* [[Making Personalization Sustainable]]
-<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
+* [[Responding to Members]]
-=== [[Online Tools & Communication]] ===
+* [[Encouraging First Event Attendance]]
-=== [[National Resources for Members]] ===
+* [[New Member Events]]
-=== [[FAQs: How to respond to general requests]] ===
+==== Member Engagement ====
+* [[Member Engagement]]
+* [[Supporting Remote Members]]
-=== [[References]] ===
+==== Retention and Renewals ====
-This might be footer information, along with New Member Info/Jargon Decoder/etc
+* [[Renewal and Retention]]
+* [[Membership Renewal Reminder Email|Renewal Reminder Outreach]]
-== Regular processes (we need a better name) ==
+* [[Contact Lapsed Members]]
-=== [[First 30 days of being a Membership Officer]] ===
+=== Working with Others ===
-Or should this be First 30/60/90 days and then Recurring Activities/Schedule?
+Membership Officers rarely work alone. These resources focus on collaboration and appropriate delegation.
+* [[Membership Officer - Working with Other Roles]]
-=== [[Monthly activities for a Local Group Membership Officer|Monthly activities]] ===
+* [[Membership Officer - When to Escalate or Hand Off Communication]]
-=== [[Annual tasks for a Local Group Membership Officer|Annually]] ===
+=== Resources and Examples ===
+Templates, tools, and examples that can help simplify the role.
+* [[Membership Officer Resources]]
+* [[National Office New Member Communications]]
+* [[National Tools and Resources]]