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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. |
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| == Role Introduction == | | == Role Introduction == |
| The Membership Officer plays a vital role in supporting engagement, onboarding, and retention at the local level. As the primary point of connection for new members, you are on the front line of welcoming, informing, and helping members find their place within the group. | | The Membership Officer helps members feel welcomed, connected, and valued throughout their membership experience. |
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| [[Membership Officer Overview]]
| | 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. |
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| == Getting Started ==
| | Everything else supports these goals. Focus on welcoming and retention—you do not need to do everything at once. |
| * [[First 30 Days]]
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| * [[Next 30 Days]]
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| * [[Settling Into the Role]]
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| == Core Responsibilities == | | == Membership Officer Roadmap == |
| * [[Welcoming New Members]]
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| * [[Member Engagement]]
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| * [[Events and Activities]]
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| * [[Remote Members]]
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| * [[Lapsed Members]]
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| * [[Membership Communications]]
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| == Working with Others == | | === Learning the Role === |
| * [[Working with Local Leadership]]
| | Start with [[Membership Officer - Role Overview|an overview of the role and its guiding philosophy]] |
| * [[Working with National Office]] | | * [[Membership Officer - First 30 Days|Membership Officer - First Steps]] |
| * [[Working with RVC and ExComm]] | | * [[Membership Officer - Next 30 Days|Membership Officer - Next Steps]] |
| * [[Working with Local Group Editor]] | | * [[Membership Officer - Settling Into the Role]] |
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| == Resources == | | === Sustaining the Role === |
| * [[Templates and Samples]]
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| * [[Best Practices]]
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| * [[Tools and Communication]]
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| * As a Local Membership Officer, you can have a major impact on your members in several important ways: | | * [[Membership Officer - Operating Rhythm]] |
| * By getting new members off to a great start with the Mensa experience | | * [[Managing Membership Outreach]] |
| * By planning an organizing event for your membership, especially for new members
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| * Through your suggestions to the local board;
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| * By working with your local Testing Coordinator, media relations volunteer, and others to make local events fun, exciting and inviting to all members, especially the new ones who haven’t yet discovered the possibilities within Mensa!
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| You are not expected to do this alone. A range of resources and support is available to you, including your local Board, your Regional Vice Chair (RVC), and National Office staff. The National Membership Officer (NMO) can also provide guidance, ideas, and practical support to help you succeed in the role.
| | * [[Membership Officer - Tracking]] |
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| ''Keep in mind that many members may not ever be interested in attending any “live” events. Consider how you may present value to them outside of the usual meetings and events. Some members receive their value simply by being card-carrying members of Mensa and might even feel resentful at being pushed to attend events. Perhaps they just like reading the wit and wisdom in your local newsletter or the letters to the editor of the Mensa Bulletin. In any case, they are the majority of our members, so keep them in mind and realize you can be successful even without a majority of your members showing up for in-person events.''
| | === Member Experience === |
| | These resources focus on helping members feel welcomed, connected, and engaged. |
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| == [[First 30 Days|Getting started]] == | | ==== Welcoming New Members ==== |
| [[First 30 days of being a Membership Officer|First 30 days of being a Membership is Officer]] | | * [[Welcoming New Members]] |
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| Next 30 days of being a Membership Officer
| | * [[Member Contact Methods]] |
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| Settling in to the Membership Officer role (monthly, annual activities) (these pages will almost certainly link to "what the MO does")
| | * [[Making It Personal]] |
| | * [[Making Personalization Sustainable]] |
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| == What the Membership Officer Does ==
| | * [[Responding to Members]] |
| {{LGFlexibleRoles
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| | role = Local Group Membership Officer
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| }}
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| * [[Welcoming New Members|Welcomes New Members]]: reaches out to new members when they join and welcomes them to the Local Group | |
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| === 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 ===
| | * [[Encouraging First Event Attendance]] |
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| * [[Keeping Members Engaged|Keeps Members Engaged]]: Notifies members of activities in their area and the Local Group overall
| | * [[New Member Events]] |
| ** [[Event Calendar Best Practices]]
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| * [[New Member activities|Organizes and hosts New Member activities]] | |
| * [[Provide renewal reminders if Loc Sec does not LB]]
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| * [[Serving Remote Members|Serves Remote Members]]
| | ==== Member Engagement ==== |
| | | * [[Member Engagement]] |
| 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
| | * [[Supporting Remote Members]] |
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| * [[Works with Leadership to Support Member Goals]] | |
| * [[Area Coordinations|Coordinates with Area Coordinations]] | |
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| ?? 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.
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| * [[Reaches Out to Lapsed Members]]
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| * [[Provides membership content to Editor]]
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| * Assists Members with Membership Questions
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| ** [[FAQs: How to respond to general requests]]
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| == How This Role Fits with Other Roles ==
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| Local Membership Officers focus on connections with members in their Local Group. The national roles of National membership Officer, National Office Membership Director support (actual role name?? Is it Local Group Services Coordinator LB} focus on strategy and systems.
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| Your role is vital: you are on the front line in meeting, greeting, and involving new members. A number of resources are available to you, and the National Membership Officer (NMO) can provide help, advice, and guidance. Your Board and Regional Vice Chair (RVC) are also good sources of ideas, problem resolution & support, and the National Office (NO) staff can help in many ways.
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| # Working with your ExComm and RVC
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| # Working with the '''National Office Membership Director''': The Membership Director is a professional, paid staff member at the National Office. The Membership Director and staff are responsible for membershiprelated issues, including admissions, prior evidence processing, Proctor communications, member benefits & services, processing change-of address requests, and providing answers to questions from local groups or individual members on member-related issues.
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| # Working with '''National Membership Officer''': The NMO is an appointed officer who serves on a volunteer basis much the same way as do your local Board and the other appointed board members. The NMO is responsible for various member-related issues, fostering programs designed to increase member engagement within Mensa, and retention of our members.
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| # Setting expectations with your '''local board''': It would be a good idea to discuss with your local board what their expectations may be regarding what responsibilities or duties your job entails. These expectations differ based on the needs and history of each local group. If you have different ideas than have been included in the role in the past, feel free to suggest new things. Your job as Membership Officer is what you make of it!
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| # Working with your Local Group Editor
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| == Resources for Local Group Membership Officers == | | ==== Retention and Renewals ==== |
| Need to figure out what resources are LGMO specific and which are general resources that shouldocal G be on a single page (perhaps the main page of "Local Group Roles") rather than on each Role's page
| | * [[Renewal and Retention]] |
| | * [[Membership Renewal Reminder Email|Renewal Reminder Outreach]] |
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| <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
| | * [[Contact Lapsed Members]] |
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| === [[Templates and Samples]] === | | === Working with Others === |
| | Membership Officers rarely work alone. These resources focus on collaboration and appropriate delegation. |
| | * [[Membership Officer - Working with Other Roles]] |
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| === [[Best Practices and Tips for Membership Officers|Best Practices and Tips]] ===
| | * [[Membership Officer - When to Escalate or Hand Off Communication]] |
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| === [[Online Tools & Communication]] === | | === Resources and Examples === |
| | Templates, tools, and examples that can help simplify the role. |
| | * [[Membership Officer Resources]] |
| | * [[National Office New Member Communications]] |
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| {{General Resources}}
| | * [[National Tools and Resources]] |
