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

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-* Should this page be a fixed header template that we can use for all Local Roles? First 30 days, Regular Tasks Best Practices, Templates and samples, Activities, Major Activities This is definitely going to evolve, but it'd be nice if our pilot set an outline that could be followed for future roles
+== Purpose ==
-{{Task force ideas}}
+Provide a starting point for Membership Officers and connect them with resources throughout the Local Group Toolkit.
-== Role Purpose ==
+== Role Introduction ==
-Support membership engagement, onboarding, and retention at the local level.
+The Membership Officer helps members feel welcomed, connected, and valued throughout their membership experience.
-Guiding principle: ''Members have different levels of interaction and they all matter, whether or not they attend events or are involved on-line.''
+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.
-== [[First 30 Days|Getting started]] ==
+Everything else supports these goals. Focus on welcoming and retention—you do not need to do everything at once.
-[[First 30 days of being a Membership Officer]]
-Next 30 days of being a Membership Officer
+== Membership Officer Roadmap ==
-Settling in to the Membership Officer role
+=== Learning the Role ===
+Start with [[Membership Officer - Role Overview|an overview of the role and its guiding philosophy]]
+* [[Membership Officer - First 30 Days|Membership Officer - First Steps]]
+* [[Membership Officer - Next 30 Days|Membership Officer - Next Steps]]
+* [[Membership Officer - Settling Into the Role]]
-== What the Membership Officer Does ==
+=== Sustaining the Role ===
-{{LGFlexibleRoles}}
+* [[Membership Officer - Operating Rhythm]]
+* [[Managing Membership Outreach]]
-Local Groups may choose to share these responsibilities across different roles rather than assigning them all to the Local Group Membership Officer. Each group is encouraged to organize in the way that works best for its members and its unique strengths.
+* [[Membership Officer - Tracking]]
-If someone other than the Local Group Membership Officer takes on some of these tasks, that’s perfectly fine. What matters most is that the responsibilities are covered and the work gets done. However your Local Group decides to divide things up, your collaborative effort helps keep the group welcoming, connected, and thriving.
+=== Member Experience ===
-* [[Welcoming New Members|Welcomes New Members]]: reaches out to new members when they join and welcomes them to the Local Group
+These resources focus on helping members feel welcomed, connected, and engaged.
-=== 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 ====
+* [[Welcoming New Members]]
-* [[Keeping Members Engaged|Keeps Members Engaged]]: Notifies members of activities in their area and the Local Group overall
+* [[Member Contact Methods]]
-* [[New Member activities|Organizes and hosts New Member activities]]
-* [[Provide renewal reminders if Loc Sec does not LB]]
-* [[Serving Remote Members|Serves Remote Members]]
+* [[Making It Personal]]
+* [[Making Personalization Sustainable]]
-Add some general text but the link is the key part. Is this its own topic or does it fall under engaging new members? It might be part of Works with leadership to support membership goalsLB
+* [[Responding to Members]]
-* [[Works with Leadership to Support Member Goals]]
+* [[Encouraging First Event Attendance]]
- ??  Does the membership officer reach out to candidates who have been accepted??/bw This might be part of this section. LB or it might be testing coordinator Lapsed Members Contact and Notice of Renewal might fit here also.
+* [[New Member Events]]
-* [[Reaches Out to Lapsed Members]]
+==== Member Engagement ====
-* [[Provides membership content to Editor]]
+* [[Member Engagement]]
+* [[Supporting Remote Members]]
-* Assists Members with Membership Questions
+==== Retention and Renewals ====
-** [[FAQs: How to respond to general requests]]
+* [[Renewal and Retention]]
+* [[Membership Renewal Reminder Email|Renewal Reminder Outreach]]
-== How This Role Fits with Other Roles ==
+* [[Contact Lapsed Members]]
-Local Membership Officer focuses on local connection.    The national roles of National membership Officer and staff membership support (actual role name?? Is it Local Group Services Coordinator LB} focus on strategy and systems.
-# Working with your ExComm and RVC
+=== Working with Others ===
-# Working with the National Office staff
+Membership Officers rarely work alone. These resources focus on collaboration and appropriate delegation.
-# Working with National Membership Officer
+* [[Membership Officer - Working with Other Roles]]
-# Setting expectations with your local board
-== Resources ==
+* [[Membership Officer - When to Escalate or Hand Off Communication]]
-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
+=== Resources and Examples ===
+Templates, tools, and examples that can help simplify the role.
+* [[Membership Officer Resources]]
+* [[National Office New Member Communications]]
-=== [[Templates and Samples]] ===
+* [[National Tools and Resources]]
-=== [[Best Practices and Tips for Membership Officers|Best Practices and Tips]] ===
-=== [[Online Tools & Communication]] ===
-=== [[National Resources for Members]] ===
-=== [[References]] ===
-This might be footer information, along with New Member Info/Jargon Decoder/etc
-== Regular processes (we need a better name) Monthly and Annual are rolled into what an officer does LB. first 30 days should we right after welcome do you think LB? ==
-=== [[First 30 days of being a Membership Officer]] ===
-Or should this be First 30/60/90 days and then Recurring Activities/Schedule?
-=== [[Monthly activities for a Local Group Membership Officer|Monthly activities]] ===
-=== [[Annual tasks for a Local Group Membership Officer|Annually]] ===