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 This is definitely going to evolve, but it'd be nice if our pilot set an outline that could be followed for future roles
+Provide a starting point for Membership Officers and connect them with resources throughout the Local Group Toolkit.
-{{Task force ideas}}
+== Role Introduction ==
+The Membership Officer helps members feel welcomed, connected, and valued throughout their membership experience.
-== Role Purpose ==
+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.
-Support membership engagement, onboarding, and retention at the local level.
-The main purpose or mission statement of this role ''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 LB''
+Everything else supports these goals. Focus on welcoming and retention—you do not need to do everything at once.
-== [[First 30 Days]] I did not see there was page created. I was going to delete but making sure won't effect. ==
+== Membership Officer Roadmap ==
-== What the Membership Officer Does ==
+=== 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]]
-* [[Welcoming New Members|Welcomes New Members]]
+=== Sustaining the Role ===
-=== 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 ===
+* [[Membership Officer - Operating Rhythm]]
+* [[Managing Membership Outreach]]
-* [[Keeping Members Engaged|Keeps Members Engaged]]
+* [[Membership Officer - Tracking]]
-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? Link to local group calendar ? or that would be different each group so no. LB
+=== Member Experience ===
+These resources focus on helping members feel welcomed, connected, and engaged.
-Communicate available local group activities. Some groups have a Calendar or Programs officer. Membership Officer might invite new members or lapsed members LB
+==== Welcoming New Members ====
+* [[Welcoming New Members]]
-Provide renewal reminders if Loc Sec does not LB
+* [[Member Contact Methods]]
-* [[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
+* [[New Member Events]]
-=== [[Reaches Out to Lapsed Members]] ===
+==== Member Engagement ====
+* [[Member Engagement]]
+* [[Supporting Remote Members]]
-=== Assists Members with Membership Questions ===
+==== Retention and Renewals ====
+* [[Renewal and Retention]]
+* [[Membership Renewal Reminder Email|Renewal Reminder Outreach]]
-* [[FAQs: How to respond to general requests]]
+* [[Contact Lapsed Members]]
-== What the Membership Officer Does Not Do ( '''not sure we need this section LB)''' ==
+=== Working with Others ===
-* Manage national membership systems
+Membership Officers rarely work alone. These resources focus on collaboration and appropriate delegation.
-* Set policy ( very broad LB)
+* [[Membership Officer - Working with Other Roles]]
-* Control member participation
-== How This Role Fits (With Other Roles LB) ==
+* [[Membership Officer - When to Escalate or Hand Off Communication]]
-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
+=== Resources and Examples ===
-# Working with the National Office staff
+Templates, tools, and examples that can help simplify the role.
-# Setting expectations with your local board
+* [[Membership Officer Resources]]
-# 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. I like this, but should we move it to top as Membership Officer Mission Statement?  LB
+* [[National Office New Member Communications]]
-== Resources ==
+* [[National Tools and Resources]]
-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
-=== [[Templates and Samples]] ===
-=== 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]] ===