2010 Membership Retention
Workshop
“Transform New Members to Lifelong
Serrans”
Meet Your Fellow Serrans
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“Hello” to person on your left & right!
Take 30 seconds
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Share your name & city
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Share names of 2 newest club members
Your Presenter
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Name Club Name
City, State
Workshop Objectives
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Verify that “Membership Retention is
every Serran’s responsibility”
Focus on relationship between new
member – sponsor – VP Membership
Practice new retention tools
Leave energized to retain our members
Importance of Membership
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World-wide vocations arm of our Church
World & USA maps of Serra
Each club = 1 red dot in our worldwide
network
Black “X” = clubs closed
Clubs closed lost focus on Serra Mission
Members dropped membership baton
Serra Clubs World 2009
Serra Clubs USA 2009
Stop the Revolving Door
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Over 35% of members leave in 1st year
and up to 80% within the first two
years.
This is a pitiful waste of time and
energy
When members leave, we have failed
them, not vice versa
Retaining Members
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Must be a proactive process
Must be done with every new member
A defined process will maximize success
Sponsor – New Member – VP
Membership
Activate new Serran
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CHECKLIST to “activate new Serran”
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__ #1. Formal Induction Ceremony
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__ #2. Membership Certificate & Pin
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__ #3. Membership Directory of your Club
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__ #4. Orientation Meeting (mandatory)
Activate new Serran
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CHECKLIST to “activate new Serran”
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__ #5. Volunteers / assigned to one VP Team
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__ #6. Welcomed at club meetings & events
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__ #7. 1 seminarian connection with member’s family
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__ #8. PVC member in your parish
Activate new Serran
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CHECKLIST to “activate new Serran”
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__ #9. 6-Month “Time-out Evaluation” discussion
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__ #10. Become a club officer
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__ #11. Visit seminarians at their seminary
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__ #12. Regional Convention attendee
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__ #13. Serra International Convention attendee
Serra Club Organization
Local Serra Club
Board
Vocations
Group Leader
Asst. Group Leader Serrans
Communications
Group Leader
Asst. Group Leader
Serrans
Membership
Group Leader
Asst. Group Leader
Serrans
Programs
Group Leader
Asst. Group Leader
Serrans
Assigned Parishes
for PVC
Assigned Parishes
for PVC
Assigned Parishes
for PVC
Assigned Parishes
for PVC
6-Month Role-play
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Scenario #1: Active new member
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+ Sponsor & VPM meet with new member
+ New member is engaged & enthused
+ Verify with new member:
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A. Satisfaction level
B. Ah-haa moment (mountain top experience?)
C. Verify ministries for months 7 - 12
6-Month Role-play
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Scenario #2: Semi-active new member
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+ Sponsor & VPM meet with new member
+ New member is hesitant & lightly
engaged
+ Verify with new member:
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A. Satisfaction level (Why not higher?)
B. Ah-haa moment (mountain top experience?)
C. Change activities for months 7 - 12?
6-Month Role-play
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Scenario #3: Listless new member
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+ Sponsor & VPM meet with new member
+ New member is hesitant & disengaged
+ Verify with new member:
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A. Satisfaction level (Identify roadblocks)
B. Ah-haa moment (mountain top experience?)
C. Change activities for months 7 – 12
D. Sponsor bring / meet Serran several events
6-Month Role-play
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3-person role-play groups
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A = Sponsor
B = New Serran
C = VP Membership
INSTRUCTIONS
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1. A has 5 minutes for “Time-Out Evaluation”
2. B has 2 minutes to respond
3. C has 2 minutes to clarify the plan
Orientation Meeting Agenda
Your Serra Club….
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AGENDA
Welcome………………………………………Club Pres
Opening Prayer and Explanation of
Program…………………............................... Chaplain
Introduction of Club
Members……………………………..…Membership VP
Introduction of Attendees
DVD: “Spirit of Serra”
Orientation Meeting Agenda
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History of Serra International…… Club
Trustee
Goals of Serra
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Fostering Vocations
Spiritual Growth
Christian Community
History of Serra in District and Club
Regional and International Conventions
Orientation Meeting Agenda
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Special Emphasis on
Vocations…by VP Vocations
Intro to Club and Parish
Programs
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Vocations Awareness Programs
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Parish Vocations Committees
College Connection
31 Clubs
Lenten Devotion
Advent Mass and Reflection
Altar Servers Awards/Dinner
Sisters’ Appreciation Day
Seminarian and Priest Golf
Outing
Other activities
Contact assigned
Parishes/Priests
Traveling Crucifix Programs
Orientation Meeting Agenda
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Club Operation……………………President Elect
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Member meetings with program
Projects
Board meetings
Dues
Expectations of a New Member
Committees for your time & expertise
Questions and Discussion…………………Panel
Closing Prayer…………………………..Chaplain
Final Q & A
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What questions?
Summary: Retaining Members
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A. Must be a proactive process
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B. Must be done with every new member
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C. A defined process will transform new
members to life-long Serrans
D. Sponsor – New Member – VP Membership
Written Evaluation
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Membership Retention Workshop Evaluation
Region __ Regional Convention: ______________, 2010
This evaluation is very important in assessing the success of this workshop. Your feedback will help
determine the needs of those working on membership ands the future direction of other such workshops.
Please rate each item on a scale of 1 to 5 (circle your rating):
1= Poor
2= Adequate
3= Average
4= Above Average
5= Excellent
(1.)
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Were the stated workshop objectives met?
How well did the workshop meet your expectations?
Did you learn any specific ideas on how to retain new members?
Was the speaker knowledgeable about their topics?
How well did others share their ideas?
Will you share in your club what you have learned and use it?
The Small Group practice session was:
I rate my club’s current plan (if you have one) to retain members:
My overall evaluation of this workshop is:
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COMMENTS/SUGGESTIONS (We wish to improve on this workshop and need your
ideas):__________________________________________________________________________________
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In summary, the 3 things I liked best about this workshop were:
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