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Document Sample
Regional Activities and the
Future
2005 TAB/RAB Visit Program
Marc Apter
2004-2005 IEEE Vice President Regional
Activities
1
Regional Activities Mission
• Serve the needs of the members of the IEEE by
maintaining, enhancing, and supporting the
geographical organizational units of the IEEE.
• Responsible for IEEE membership and member
development. Membership includes recruitment,
administration of admissions, retention,
elevation, and service, as well as related
operational and budget issues. Member
development includes member value
development, new member programs and
services and support for members’ careers, in
collaboration with other IEEE Organizational
2 Units.
Regional Activities Strategic
Goals
• Ensure value of Membership
• Be the leader in Membership Direction
• Be the leader in volunteer development
• Be at the forefront of communications
between member to member; member to
IEEE; and organizational unit to organizational
unit
• Meet the challenges of a large and
transnational organization
• Emphasize delegation using the powers
reserved concept
3
IEEE Today
(as of November 2005)
• Nearly 350,000 members in approximately 150
countries
– Over 37 percent of whom are from outside the United
States.
• Over 68,000 Student Members.
• Over 24,000 Society Affiliates.
• 310 Sections
– Over 1,400 Technical Chapters.
• Over 1,200 Student Branches in 79 countries.
– Over 300 Student Branch Chapters.
• 38 Societies and 4 technical Councils.
4
Basic Governance Relationships
Between IEEE Geographical
Organizational Units
Technical Regional Activities
Activities Board Board
IEEE Societies Regions Parents - WIE,
Consultants,
Technical Areas GOLD, LMC
Councils
Sections
Chapters Affinity Groups
Sub-Sections Student Branches Geographic Councils
SB Chapters SB Affinity Groups
5
Sections Congress 2005
• 310 Sections - 271 Represented – 87%
• Oldest Sections Present
– Chicago (1893)
– Twin Cities & Pittsburgh (1902)
• Newest Sections Present
– Lithuania, Veracruz (June 2005)
– Lebanon & Morocco (November 2004)
6
Current Services
• New EASY Join IEEE
• Conference Search
• myIEEE
• Concentration Banking Card • Society branded applications
• shopIEEE • Emerging Technologies
• Article Purchase online Knowledgebase
• Fellows Nominations • Entity Web Hosting
• Elections and Balloting • SAMIEEE/Section
• IEEE Web Account Reporting/Online
• IEEE Email Alias/Functional Alias Rosters/Add Hoc reports
• UCS/Spam Management/Anti virus
protection • Online Communities
• Mailing Lists (listserv) • Internet Conferencing
• IEEE e-Notice • Electronic Potentials
• IEEE Member Digital Library • Spectrum Online
7
Future Services
• Redesigned ieee.org with focus on user experience
• Comprehensive & complete 360-degree view of
member/customer
• Increased self service capabilities for members with
the ability to manage all your information in one
place
• Catalogs & Order processing with flexible fulfillment
options
• Check & Debit account processing on-line
• Ability to use credit/debit card on file
• Ability to shop for all products using the shopping
cart
• Single Sign-on
• IEEEtv
8
Future Services (Cont’d)
• New levels of personalization
• Improved Navigation & usability of
our web sites
• Improved search capabilities
• Secured web content
• Enhanced Email Alias service
• Superior enterprise security
• Enhanced collaboration tools
• Streaming audio/video conferencing
• Learning management
9
Proposed IEEE Goal
• We want to be the leading organization in
dominant and emerging technologies
– In electrical engineering, electronics,
electrophysics, computing, communication,
biomedical engineering and healthcare
technology, media and entertainment,
automation and manufacturing
– In new areas of technology
10
Being the leader…
• We will continually update our portfolio and lead
the development of new areas
– We shall grow as the technology sector grows
• Professionals in our areas will see IEEE as their
“professional home”
– the first source of information and contacts to address
technical challenges
• We will publish the most important new work and
hold the major and most prestigious conferences
in our areas of interest
– we shall set the “gold standard”
11
Being the leader…
• We will be the first source of
– Information and advice for governments and policy makers
– Standards for industry
– Practical solutions for industry
– Continued education
– Accreditation
• “We will not give up an inch”
– We will not be the second best resource in Computing (after
ACM)
– We will not be the second best resource in MEMS and nano-
technology (after ASME)
– We will not be the second best resource on biomedical
engineering (after BMES)
12
IEEE Membership
Challenges
• Recruiting & retaining volunteers at all levels
• If IEEE wishes to grow membership, doing
“more of the same” will not work
• Value of Membership is Being Challenged
– Our market share is declining
– Employment statistics about our core constituency are
discouraging
– Our members keep questioning our relevance
• The academic sector is relatively happy with IEEE
• Our relevance to industry is in question
• Our main “product” (IP) is largely available to non-members
• We have serious competitors (e.g., Elsevier, university-
industry consortia, open access movement, etc.)
13 • We are unable to convert student members to full members
Observations…
• IEEE should grow in proportion to the
growth of the technology sectors
– If we are lagging behind, professionals are
going elsewhere
• If IEEE wishes to grow membership, doing
“more of the same” will not work
14
Some Challenges
• We need to identify what corporations really
want from IEEE
• We need to avoid harming other successful
activities
– E.g., IEL sales, Standards Corporate Membership
• We may run into disagreements over public
policy advocacy efforts
15
What This Means To You
• You will make these new approaches to
getting members successful
– Without the Section Volunteers, we won’t
succeed
• We have some new web sites coming to
help you
• A new capability of Internet Meetings for
geographically spread out Sections is
currently being tested
16
Corporate partnership blueprint
• We seek to develop meaningful corporate partnership agreements
– Identify common goals for IEEE and the ECE Industry
• Examples:
– Education about IEEE standards
– Pre-college engineering education programs
– Develop joint projects
• Examples:
– Develop a workshop on an IEEE standard for delivery on company’s site
– Develop a Teacher-in-training campaign for schools in the company’s locale
• Stay away from discounting and rebate programs
17
Senior Member Elevation
• Benefits
– The professional recognition of your peers for technical and
professional excellence.
– An attractive fine wood and bronze engraved Senior Member
plaque to proudly display.
– Up to $25.00 gift certificate toward one new Society
membership.
– A letter of commendation to your employer on the
achievement of Senior member grade (upon the request of
the newly elected Senior Member.)
– Announcement of elevation in Section/Society and/or local
newsletters, newspapers and notices.
– Eligibility to hold executive IEEE volunteer positions.
– Can serve as Reference for Senior Member applicants.
– Invited to be on the panel to review Senior Member
applications
18
Associate Members
• With the current Bylaws, someone should
only be an Associate for no more then six
years
• The South Australia Section has 10
Associate Members with more than 6
years of membership
– Use SAMIeee to look at your Section’s member
grades
19
Associate Members
• With the current Bylaws, someone should
only be an Associate for no more then six
years
• The Victorian Section has 47 Associate
Members with more than 6 years of
membership
– Use SAMIeee to look at your Section’s member
grades
20
Associate Members
• With the current Bylaws, someone should
only be an Associate for no more then six
years
• The New South Wales Section has 57
Associate Members with more than 6
years of membership
– Use SAMIeee to look at your Section’s member
grades
21
Associate Members
• With the current Bylaws, someone should
only be an Associate for no more then six
years
• The New Zealand South Section has 6
Associate Members with more than 6
years of membership
– Use SAMIeee to look at your Section’s member
grades
22
Associate Members
• With the current Bylaws, someone should
only be an Associate for no more then six
years
• The New Zealand North Section has 12
Associate Members with more than 6
years of membership
– Use SAMIeee to look at your Section’s member
grades
23
New in Membership
• Redesigned membership web site
• Member Options
– Increase value of IEEE membership based on
improved web experience for members
http://www.ieee.org/myieee.
24
• We must continue to serve our
members, serve our profession, and
bring benefits to humanity.
• Our performance in both the IEEE and
our careers define who we are.
• We are professionals.
25
Questions and Comments
26
IEEE Section & Society
Corporate Lead Program
“How to Make Money for Your Section”
27
Future online sales growth must
come from the corporate sector
• Government market is too small
• Academic is highly penetrated around the
world
– Less room for growth
• Still THOUSANDS of technology companies
internationally to subscribe to IEEE products
– and we need YOU to help develop our leads!
28
Why Companies Need IEEE
• From IEEE - a world renowned leader in the
industry
• In terms of price, we offer the best value over
anything else on their “shelves”
• See “Commercial Journals Twice as Expensive as IEEE”
http://www.ieee.org/products/onlinepubs/news/0505_03.html
• Offer content in a wide range of disciplines
• Best content available
• IEEE publishes the top-cited journals in the field
http://www.ieee.org/citation
• IEEE information speeds innovation
http://www.ieee.org/patentcitation
29
IEEE Publishing Products
for Companies
• IEEE/IEE Electronic Library (IEL)
Our most comprehensive package. IEL provides access to almost a third of the world's
current electrical engineering and computer science literature. Over one million full-text
documents comprise the entire collection of IEEE and IEE journals, transactions,
conference proceedings, and active technical standards. 2006 Price: - $111,200
• IEEE All-Society Periodicals Package (ASPP)
The world's core collection of engineering, electronics, and computer science periodicals,
including 124 IEEE journals and magazines. 2006 Price: $37,995
• IEEE Proceedings Order Plans (POP All)
IEEE’s classic collection of the world’s leading conference proceedings. This online
collection allows access to as many as 600 current conference proceedings and a backfile
to 1998. 2006 Price: $44,995
• IEEE Enterprise
Flexible access for any-sized business (not sold to universities). Purchase a set number of
downloads in advance from the full collection of IEEE magazines, journals and conference
proceedings.
Level 1: 350 articles ($14.28 per article) $4,995 Designed
for small
Level 2: 800 articles ($12.50 per article) $9,995 companies!
30
Level 3: 1,750 articles ($10 per article) $17,500
Why does IEEE need your help?
• YOUR section or society may have
the corporate contacts to generate
quality sales
• YOU can help the IEEE grow by
providing those leads
31
What’s in it for you?
•YOUR section or society can get a rebate of the sales price
•Not just once, but also with each subscription renewal
•If IEEE closes a sale as a result of your lead, your Section or
Society will earn:
Enterprise Level 1 $700 rebate per sale
Enterprise Level 2 $2,000 rebate per sale
Enterprise Level 3 $3,500 rebate per sale
IEL, ASPP or $3,500 per sale
Conference
32
Proceedings
How does it work?
• Target companies in your region or area of
interest
• Enlist members of your section or society who
have contacts within those companies
• Have them see if company is interested in
free trial of an IEEE product
– IEEE has developed sample scripts and e-mails
that members can easily adapt as needed
33
How does it work?
• If company is interested, fill out lead form at
www.ieee.org/leadprogram
• IEEE Marketing will then
– Contact customer
– Set up a free 2 week product trial
– Track usage
– Follow up trial
– Send invoice
– Close sale & collect payment
• Payments will be made to sections & societies for
successful closed orders quarterly
34
To submit a lead, go to
www.ieee.org/leadprogram
35
• Basic information
needed for IEEE to
follow up
36
Note on Conflict of Interest
• All IEEE volunteers and staff should be sensitive to real or apparent
conflicts of interest in the course of their work on behalf of the IEEE
and/or, in the case of volunteers, their employer (see IEEE Code of
Ethics, article 2). When a conflict of interest or the appearance of a
conflict should arise, the individual’s first responsibility to the IEEE or
his or her employer, as the case may be, is the full and candid
disclosure of the facts and circumstances surrounding the conflict to
the disinterested persons responsible for approving the proposed
transaction.
• In the case of the IEEE Sales Rebate Program, volunteers who may seek
new or renewal licenses for IEL or other IEEE electronic products from
their employer or other organization to which they may owe a fiduciary
duty should be sensitive to the appearance of a conflict of interest.
Even though a volunteer will not derive a personal benefit from the new
or renewal license between the IEEE and the volunteer’s employer, each
volunteer should take steps to be familiar with his or her employer’s
conflict of interest policy and take all necessary steps to assure that he
or she fully complies with such policy
37
Contact Us
– Jonathan Dahl (Staff) j.dahl@ieee.org
– Michael Spada (Staff) m.spada@ieee.org
– Dan Toland (Staff) d.toland@ieee.org
Send us a lead!
www.ieee.org/leadprogram
38
Section, Chapter, Affinity Groups,
Student Branches Governance
• All IEEE units must conform to IEEE
Constitution, Bylaws, Policy & Procedures
• Basic governance document will be the
RAB Operations Manual for all Geographic
Units
– Section bylaws are no longer required
– Geographic Councils will have Charters
• Geographic units may have governance
documents (e.g., operating manual) to help
operate their units but they must comply
with higher level documents
• Subsections, Chapters & Affinity Groups
must conform to Section governance
39 documents
Required Reporting
• All geographic units must report their officers,
financial activity, and meeting activity
annually to the IEEE Operations Center in
Piscataway
– Report forms are sent out Nov/Dec
– 10% bonus if all reporting postmarked no later
than end of third week in February
• All activity should be reported through the
Section, including that of Subsections,
Chapters and Affinity Groups
– Officer & meeting report forms sent to Secretary
– Financial forms (L-50) sent to Treasurer
– Chapters needs to copy their Society on their
Reports
40
Officer Confirmation
• Responsibility of Section Secretary
• Include all officers: Committees,
Chapters, Affinity Groups
• Include member #s for verification
• Officers must be in good standing and
Members *
• Chapter Chairs must be a member of the
Society
• In general, there is a 2-year term limit for
41
officers
Chapter’s
Society Required Reporting
• Different for each Society
• Most are tied to funding opportunities
• Send a copy of your L-31 just to be safe!
• Check the Society Chapter Funding Guide
for more information
– http://www.ieee.org/chapters
42
Online Interactive Reporting
Features
• Officers and Meeting reports
• Provides a confirmation page
• Chapters should print page and send
– One copy to Section Secretary
– One copy to Societies to comply with
reporting/funding requirements
• Plans underway to offer automatic
submission to other contacts
43
Geographic Roster
• http://www.ieee.org/roster
• Must have an IEEE web account and must be
listed in the Roster in order to have access
• Updated every two weeks
• Includes all Region, Section, and Council
officers as reported to IEEE Staff
• Updates? officer-data@ieee.org
• Data extracted directly from IEEE member
database
44
Resources for Officers
• Electronic Communications • http://www.ieee.org/organizatio
• Financial Resources ns/rab/scs/Resources/index.ht
• Helpful web links m
– This list of resources was
• New Officer Info created specifically with IEEE
• Newsletters volunteer leadership in mind.
• Officer Training Officers seeking information at
a glance should check the
• Publications, Guides, links in the left-hand menu
Handbooks first. If you have suggestions
• Reference Material for additional links, please let
us know.
• IEEE Governance Documents
• IEEE Volunteer Resources
• Contact Information
• Section/Chapter Support sec-chap-support@ieee.org
Home Page
45
Conflict of Interest
• Section Chair/Treasurer
– When submitting 2005 Financial Report will
be requested to complete Conflict of Interest
Disclosure Statement
• Newsletter Editors
– Review IEEE Policy 6.3
• Material involving the support or nonsupport of
candidates for IEEE and public office is not
permitted.
46
(Presentation name)
For (Name of group)
(Presenter’s name,title)
(Date [dd/month/yyyy] location/meeting)
47
Protection from Personal
Liability
• Indemnification
– IEEE Bylaw I-300.3
• U.S. Federal Volunteer Protection Act
• IEEE Insurance Coverage
48
Indemnification
• IEEE Bylaw I-300.3 sets forth the IEEE policy on
indemnification.
• This bylaw is the strongest statement IEEE
makes with respect to protecting its Volunteers.
• All participants should read and be familiar with
this bylaw.
• Makes indemnification mandatory, however
subject to conditions…
49
IEEE Bylaw I-300.3
• IEEE Bylaw I-300.3 makes indemnification
mandatory. However, such indemnification is
subject to the following conditions:
– The action taken is found by the IEEE Board of
Directors to have been duly authorized, and not to
have been taken in bad faith, or in a manner
inconsistent with the purposes or objectives of the
IEEE;
– The person to be indemnified has otherwise met
appropriate minimum standards of conduct set forth in
the New York Not-for-Profit Corporation Law; and
– Such indemnification is not otherwise prohibited by
law.
50
IEEE Bylaw I-300.3
Indemnification. To the extent permitted by law, IEEE shall
indemnify (i) each Director, Officer, former Director and
former Officer of IEEE, (ii) each person who serves as a
duly authorized volunteer or employee of a duly authorized
IEEE activity, (iii) each person who shall have served at the
request of IEEE as a Director or Officer of another
organization, against judgments, fines, amounts paid in
settlement and reasonable expenses, including without
limitation attorney’s fees and expenses, actually and
necessarily incurred by such person in connection with the
defense of any action, suit, or proceeding to which such
person is made or threatened to be made a party by virtue
of such service…
51
US Federal Volunteer Protection
Act
• The US Federal Volunteer Protection Act (VPA)
may apply in certain cases. (U.S only)
• Subject to certain limitations and exceptions,
under the VPA, a volunteer will not be held liable
for harm caused by the volunteer if:
– The volunteer was acting within the scope of his or her
responsibilities;
– The volunteer was properly licensed or certified (if appropriate or
required);
– The harm was not caused by the volunteer’s willful or criminal
conduct, gross negligence, or reckless misconduct; and
– The harm was not caused by the volunteer operating a vehicle for
which the operator must have a license or that must be insured.
52
IEEE Insurance Coverage
• IEEE maintains Liability insurance at limits deemed
appropriate by the IEEE Insurance Committee for IEEE's
current business sponsored activities.
• IEEE maintains a $1 Million General Liability (GL) Policy.
– Provides coverage in the event of liability due to bodily injury
(including death), personal injury, or damage to the property of
others.
• In addition to the primary GL Policy, IEEE also maintains
$50 Million in Excess Umbrella Liability coverage.
• Volunteers are included as additional insureds on these
policies “while acting within the scope of their duly
authorized duties.”
53
IEEE Insurance Office Contacts:
• Tom Lynch
Staff Director-Financial Services
t.lynch@ieee.org
• Karyn Connor
Insurance Program Manager
k.connor@ieee.org
E-mail: ieeeinsurance@ieee.org
54
IEEE.tv
Pilot
* Alpha Preview *
(work in progress)
55
56
IEEE.tv Appliance
Navigation
Media player
selection
Console tabs
Program menu
Search utility –
IEEE Xplore
Video viewing
Banner ad space
57
IEEE.tv Appliance
Navigation
Media player
selection
Console tabs
Program menu
Search utility –
IEEE Xplore
Video viewing
Banner ad space
58
Media Player Manager
Choice of player and
internet connection
59
What did SPG report
from the internal interviews? (1)
• The value proposition of an IEEE membership to an individual is
different than the value proposition of an IEEE relationship to a
corporation
– “Companies are concerned with ROI, brand, reputation, costs,
revenue…this stuff is not being measured by an employee’s
membership with IEEE.”
• There is inconsistency in the understanding of the current relationship
between IEEE and corporations
– “Companies (who buy IEL) seem to already feel as though they have a
formal relationship with IEEE.”
60
Internal interviews (2)
• Corporations currently see IEEE individual membership as a cost versus
an opportunity
– “There is no immediate short-range benefit for anybody in management area
to have employees belong to IEEE.”
• IEEE’s publications are seen as too theoretical to the practitioner
– “A large portion of IEEE intellectual property is driven by academics, except
for Standards. Gearing IP more towards industry is something that corporate
partners could help foster.”
– "The stuff IEEE produces is not really that useful, or it takes a lot of work to be
useful."
61
What did SPG report
from the external interviews? (1)
The most cited areas of IEEE value to a corporation in that order
are:
– Strategic Value
- Standards
- IEL/ Publications/ Research
– Operational Value
- Professional Development
- Information Exchange/ networking
62
• “The Standards Association gave a
legitimacy to IEEE as an organization and
was important to selling the IEEE brand
within our company”
• "If you go to industry and you want to open a
door, you start speaking
standards....because everyone uses
standards and they cannot live without
standards".
63
External interviews (2)
• The whole of IEEE is critical to the value proposition for a
corporate partner
– Offering a partnership to a corporation will require an
integrated strategy across relevant parts of IEEE
– IEEE does not typically communicate value to the people
within corporations
– Companies are puzzled by our structure
• …and lack understanding of how different units can
offer different services that are relevant to the
corporation’s need
64
External interviews (3)
• Buy-in and understanding at a senior
level of a corporation is critical to the
acceptance and success of a corporate
partnership
– “Corporate relationships with IEEE should
start with CEOs first.”
65
External interviews (4)
• A corporate partnership program must distinguish itself from
an individual membership
– “IEEE needs to make sure there is no reason for an individual member to stop
being a member relative to a corporate partnership.”
• The ability to track users and usage of products and services
is important to a corporation as well as to IEEE
– “If I could identify the users and level of usage by user of the IEL, I could more
easily secure the budget dollars to pay for it.”
66
External interviews (5)
• IEEE’s journals and publications are currently more
academically focused than practitioner-oriented
– The inability to contribute was cited as an issue
• Training and professional development is a key area
of opportunity for IEEE to meet corporate needs
– “Training by IEEE gives the impression that it is impartial and
effective.”
– “Companies are very concerned about the quality of their future
workforce and are investing millions of dollars in education.”
67
External interviews (6)
• Discounts on individual memberships is not
a critical selling factor in a corporate
partnership model
• The different sales models of the IEL between
Europe and the US impact the customer
experience
– Agents vs. salespersons who work for IEEE
68
– “IEEE should see me as a valuable partner who can help them
sell their product into the company, not just a bank who is able to
provide them with several thousands of dollars.” (Europe)
– “ I feel more like a customer than a partner.” (Europe)
– “ There is nothing I would change about the relationship with
IEEE. IEEE worked with us to understand our needs. They
should carbon copy this approach with other organizations.”
(U.S.)
69
Segment initiative
• Objective: identify how we can cooperate with non-IEEE groups and
individuals who operate in our fields of interest
– Fields of interest for 2005
• Healthcare (instrumentation and IT)
• Multimedia and entertainment
• We started with IT professionals in Healthcare
– Worked closely with the Biotech Council and EMBS
• First contact: HIMSS (Healthcare Information and Management Systems
Society)
– 15,000 members and 220 corporations
• We hired Tecker Consultants to conduct focus groups at HIMSS annual
convention
70
Job growth to 2012 in our traditional disciplines
• More slowly than average…
– Electrical and Electronics engineers
– Computer hardware engineers
– Engineers who work for Electrical and Gas
utilities
• As fast as average…
– Computer programmers
71
Job growth to 2012 in our traditional disciplines
• Much faster than average…
– Computer and Information Systems Managers
– Computer support specialists
– Computer software engineers
– Computer Systems Analysts, Database
Administrators, and Computer Scientists
• But not as rapid as during the previous decade
• And many of those do not see IEEE as their ‘professional
home’
72
