A Report on 2014 ASURA Survey Prepared by Barry McNeill With Input From Elmer Gooding Gary Kleemann Glenn Irvin Bill Moor Table of Contents Contents Preface ............................................................................................................................. i Executive Summary .........................................................................................................ii Survey Background ......................................................................................................ii Survey Conclusions ..................................................................................................... iii Sample Recommendations ..........................................................................................iv Background ..................................................................................................................... 1 Survey Data .................................................................................................................... 2 Data Preparation.......................................................................................................... 2 Member Survey Cohorts .............................................................................................. 2 Survey Confidence ...................................................................................................... 3 Measuring Effectiveness .............................................................................................. 3 Discussion Tables and Charts ..................................................................................... 4 Interpreting the Data .................................................................................................... 5 Response Percentages ............................................................................................ 5 Rating Averages....................................................................................................... 5 Effectiveness ............................................................................................................ 5 Discussion of Results ...................................................................................................... 6 Demographics ............................................................................................................. 6 What is Most Important? .............................................................................................. 7 Building Membership ................................................................................................... 9 How do Retirees Become Aware of ASURA? .......................................................... 9 Why are retirees joining ASURA? .......................................................................... 10 Why are retirees not joining ASURA? .................................................................... 11 Why are members leaving ASURA? ...................................................................... 12 Better Service ............................................................................................................ 13 ASURA Advocacy Efforts ....................................................................................... 13 Seminars, Travel, Luncheons, and Golf ................................................................. 16 Event Attendance ................................................................................................... 18 Keeping Members Informed ................................................................................... 19 Communication Methods ....................................................................................... 23 Community Outreach Programs ................................................................................ 25 A Few Sample Recommendations ................................................................................ 26 Table of Contents Advocacy Efforts Need to Be Reviewed .................................................................... 26 Review Membership Recruiting ................................................................................. 27 Review Membership Mailing Policy ........................................................................... 27 Consider Enhancing How ASURA Uses Prime Times ............................................... 28 Consider Enhancing the Use of ASURA Website ...................................................... 28 Board Committee Member Generated Recommendation .......................................... 28 Appendix A - Never Joined Survey ............................................................................... 29 Appendix B - Lapsed Member Survey ........................................................................... 31 Appendix C - Member Survey ....................................................................................... 33 A Report on ASURA Spring 2014 Survey Preface This report is an attempt to stimulate Board discussion and to begin the process of the ASURA Board using the data collected in the 2014 ASURA survey. While the report discussion covers a number of what appear to be important issues the report should not be taken as an exhaustive review of the survey data. Nor should the conclusions drawn from the data given be taken as irrefutable. There are many ways of interpreting the data and drawing conclusions; the Board will need to think about drawing its own conclusions. Finally the recommendations at the end of the report are intended to be more like exemplars than cast in concrete recommendations. The data reviewed in this report is contained in “Compendium of ASURA Survey Results” which is located in the ASURA website, https://asura.asu.edu, see “2014 Survey” in the “Publication” menu. . i A Report on ASURA Spring 2014 Survey Executive Summary The following report presents the results of an ASURA survey sent out in early 2014 to its members, members who had dropped their membership, aka lapsed, and to ASU retirees who had never joined the association. Survey Background In September 2013 the ASURA Board approved a survey for its members and potential members to collect data related to three strategic goals: Increased Membership, Better Service, and Review the Community Outreach Portfolio Over thirteen hundred SurveyMonkey® surveys were sent. Forty-nine Never Joined surveys, sixty-one Lapsed Member surveys, and one hundred ninety-two Member surveys were returned which was good enough that an acceptable margin of error was obtained. Data for cohorts consisting of females, males, those who retired before 2003, and those who retired after 2002 subsets were also generated. A single data file, “Compendium of ASURA Survey Data”, was created and is available on the ASURA website, see “2014 Survey” in the “Publications” menu. In addition to reviewing response percentages and weighted averages an effectiveness measure was calculated to quantify the difference between the importance and performance of survey items. Activities where performance lagged significantly behind importance were given an orange effectiveness to suggest that further discussion might be appropriate. The demographics for the Member survey and its cohorts are shown in Table 0. The members in the Pre 2003 cohort are older and retired sooner than those in the Post 2002 cohort. The percentage of women taking the survey is a bit higher than that of the membership. A check of the zip codes showed that over fifty percent of the returns were from members living in the East Valley. Table 0 – Demographic Information for Member Survey and Its Cohorts Retirement Cohorts Gender Cohorts Member Survey Demographic Pre 2003 Post 2002 Female Male Number In Cohort 74 83 95 69 192 Average Age 79 69 72 75 73 Average Retirement Year 1995 2008 2002 2001 2002 % Female 54% 63% 100% 0% 58% % Receiving ASURA E65% 89% 79% 77% 78% mail % Attended an ASURA 65% 65% 71% 61% 65% Event in Past Five Years ii A Report on ASURA Spring 2014 Survey Survey Conclusions After reviewing all the data and conclusions for these individual topics it is possible to draw the following conclusions about ASURA from the survey. Members give ASURA a thumbs up Taken as a whole, the members have rated most of what ASURA does highly. They seem pleased with the activities and projects and with the type of information being provided. Many of the response averages for importance and performance are at or above 4.0 where 4 corresponds to a rating of “important” or (done) “well”. There is nothing in the survey responses to suggest the members might feel some activity should be removed. Even the golf tournament which received lower assessments than all other activities still managed to have a response average for importance just under 3 at 2.87, i.e., a response a bit less than neutral. ASURA members are busy That members are busy was apparent directly or indirectly throughout the survey. Being busy is cited for not joining or for dropping membership. Interest in getting information about how to volunteer for ASURA was far down in the list of things members thought were important to know. Members expressed almost no interest in any new social /educational activities. Members in the newer retirees’ cohort differ from those in the older cohort For the most part there are only minor differences in the responses of the two retirement date cohorts. But there are a few exceptions. The newer retirees appear less concerned about the ASURA advocacy efforts when they joined. Only 50% of the newer retirees listed the advocacy work as a reason to join ASURA as compared to 75% for the older cohort. There are significantly more new retirees who know people who left ASU unhappy or people who are just too busy to join. The newer retirees assessed the importance of getting health insurance information higher, a response rating of almost 4.5 compared to 4.0 for the older cohort. Not surprisingly the newer retirees are more “tuned in” to electronic communication methods, giving high marks to the importance of emails and the website. Almost 90% of those in the newer cohort reported receiving ASURA e-mails versus 65% for the older cohort. There is very little difference in gender responses There is little difference between the female and male responses. It does appear that women are a bit more comfortable with e-mail and rate its importance higher than their male colleagues. Members are getting old About half the ASURA membership retired before 2003. The average age of the survey takers who retired before 2003 is 79. The data from the Lapsed Membership survey clearly shows that members are dropping out because they can no longer take advantage of what ASURA has to offer. Advocacy efforts are important but need review It is very clear that members view ASURA’s advocacy efforts both in terms of retirement plans and health insurance monitoring as the most important activity that ASURA does. No one thought these activities were unimportant. The members also assessed the performance in carrying out these tasks as being iii A Report on ASURA Spring 2014 Survey done a bit above “well”. However the difference between the assessments for importance and performance was one of the largest of all the activities reviewed which earned these activities an orange effectiveness ratings suggesting that these activities be reviewed. The newer retirees rated advocacy performance noticeably lower than members of the older retirement date cohort. Cost, Transportation, and Location are not barriers to attending events When asked what factors dissuade you from attending social events, “Transportation is difficult” and “The cost is too high” were at the bottom of the list receiving ratings below the minimum threshold to be considered worthwhile to consider. The only response above neutral was “I cannot participate”. Location also did not seem to resonate with members. There were very neutral level responses to suggestions of spreading the events around the ASU campus or focusing on the Tempe campus. Members rate seminars as important While none of the events reviewed, seminars, luncheons, and travel, were viewed as one of the more important ASURA activities, seminars were rated as more important than the other two activities and did just make it into the top five of important activities. The current seminar effort appears to be a good balance between importance and performance. Seminars had the best, i.e., smallest, EDM value of all the events. Community Outreach Projects are doing just fine While the awareness of the outreach programs is toward the bottom of the activity / project awareness table, all three projects are ranked in the top half the activity / project performance table. The members rated the importance of the scholarship and video history project as the third and fourth most important ASURA activity. Sample Recommendations While the overall assessment of ASURA is positive there are some recommendations possible to make ASURA even better. Review advocacy efforts These efforts have an orange effectiveness rating and the Board should review this activity. Review membership recruiting process The survey results contain a number of issues that the Membership Committee could consider and perhaps revise the membership efforts. Review membership renewal mailing policy The survey results contain data suggesting that the current renewal mailing process should be reviewed. Consider enhancing how ASURA uses Prime Times Everyone considers Prime Times as an important communication vehicle. The question is: Does Prime Times include the information members want? Also consider increasing awareness of ASURA’s non-social activities. Consider enhancing the use of ASURA website With the newer retirees indicating the importance of the website, the Board could consider ways to enhance use of the site so the site could become a first place to look when a member has a question. iv A Report on ASURA Spring 2014 Survey Background During the summer of 2013 Barry McNeill, then ASURA President, sent out a request to the Board and Committee chairs for ideas about what ASURA might hope to achieve by surveying its membership. A number of helpful suggestions and comments were received with the result that at the September Board meeting Barry recommended conducting a survey that would address three important strategic goals: Increased Membership, Better Service, and Review the Community Outreach Portfolio The objective for the survey was to obtain information that would inform the Board as it considered actions to address the strategic goals. The Board approved developing three surveys: one for members, one for those who had dropped membership, aka lapsed, and one for those ASU retirees who had never joined ASURA. Four question writing groups were created, headed by Elmer Gooding, Bill Moor, Gary Kleemann, and Glenn Irvin. Each group created a set of possible questions which were reviewed and a consistent question format was developed, see Appendix for surveys. After looking at several possibilities including Google® and Toulna’s Quick Survey® SurveyMonkey® was selected as the best product for the surveys and the Board approved a one year subscription. Drafts of the three surveys were created using the questions and the agreed upon question format. The Never Joined and Lapsed Member surveys were both one page long; the Member survey was nine pages long. Once the surveys were completed they were tested by the ASURA Office Staff and Board members. The testing uncovered a few minor issues. The main concerns related to the format of the paper version of the Member survey which had been printed off the SurveyMonkey® site. The concerns were resolved by creating a MS Word® version of the Member survey. The Never Joined and Lapsed Member paper surveys were mailed out in early January; the Member surveys were delayed until mid-February to permit the members to receive their spring Prime Times which discussed the survey. The Never Joined surveys were limited to retirees who had retired within the past three years, had an Arizona address, and had never joined. The Lapsed Member surveys were limited to those members who live in Arizona and had been a member sometime in the past 5 years. The Member survey was sent to all currently active members and was divided into two groups, those who receive e-mail and those who only receive ASURA information by US mail. The US mail only members received a paper survey. Stamped return envelopes were provided for all paper surveys. Table 1 shows the number of surveys sent as well as the return rates. To take advantage of the data analysis tools provided by SurveyMonkey® it was necessary to enter all the returned paper surveys into SurveyMonkey®. Linda Van Scoy, Jeannette Robson, Nancy Lesko, and Carol Moore did the bulk of this work. The final survey was entered on April 8. 1 A Report on ASURA Spring 2014 Survey Table 1 – Data on Surveys Sent & Returned Number Survey Type Sent Never Joined – US Post Invitation 485 Lapsed Member – US Post Invitation 251 Member – e-mail Invitation (online) 412 Member – US Post Invitation (paper) 192 Member – Total 604 Number Returned 49 61 134 58 192 % Returned 10.1 24.3 32.5 30.2 30.1 Survey Data SurveyMonkey® summaries were created for each of the three surveys, downloaded as Excel® files, and reviewed. The summaries were collected together in a single MS Word® document, “Compendium of ASURA Survey Results”, which is available as a separate document on the ASURA website, see “2014 Survey” in the “Publications” menu. Following is a discussion of the data including data preparation, what data cohorts were created, a review of the data confidence, how effectiveness was calculated, an overview of the tables and charts used in the discussion, and finally some general comments about how the data were interpreted in the discussion. Data Preparation While the generic SurveyMonkey® summary tables contained the data needed for the most part, the following modifications and additions were made. The Rating Average was recalculated to remove “No Opinion” from the average for those questions which had “No Opinion” as a possible response. The standard deviation was calculated for questions that had Rating Averages. For pairs of questions where importance and performance were asked, an effectiveness calculation was made, see “Measuring Effectiveness” below. The item response data for each question were sorted from most frequent to least frequent or most important to least important. Comments were organized by topic. In some cases a comment could go in more than one topic. In such cases the comment was either split between two topics or repeated in both topics. Member Survey Cohorts To study possible differences in subpopulations of the Member survey data the following cohorts of the Member survey were generated: gender cohorts (female, male) two retirement date cohorts (retired before 2003, retired after 2002), and a cohort for members who do not receive ASURA emails. Data for a fourth cohort, survey response method, online or paper, was also created but the results were not particularly interesting and have not been included in this report. Table 2 shows the size of these cohorts along with an approximate size for these cohorts in the current ASURA member database. The ASURA Membership values are approximate since they were determined after the survey was taken and the database is dynamic. The gender numbers in the ASURA database are based on counting first 2 A Report on ASURA Spring 2014 Survey names in the database as either male or female. The sum of the two gender cohorts and the two retirement cohorts do not add up to the total survey size since not everyone answered the gender or retirement date questions. Table 2 Size of Several Member Survey Cohorts and Approximate Corresponding ASURA Membership Cohort Approximate Equivalent ASURA Cohort Size Database Membership Male 69 287 Female 95 303 Retired Pre 2003 83 301 Retired Post 2002 74 305 Do Not Receive ASURA Emails 38 109 Took Survey Online 134 412 Took Paper Survey 58 192 Survey Confidence It is important to have a sense of how well the survey results reflect the views of the entire group. The website http://greatebrook.com/survey_statistical_confidence.htm has a discussion of this topic which includes a chart that can be used to give an estimate of confidence as a function of the population size and the return rate. Table 3 shows the predicted error margins for a 95% confidence level where a 95% confidence means that if the survey were given 100 times, in 95 cases the response average would fall within the margin of error bounds about the survey mean. The error margins for the Member survey and its various cohorts are all around 10%. These values are well within the mark and should allow for good generalizations. The error margins for the other two surveys are not quite as good but good enough that reasonable generalizations should be possible. Table 3 – Margin of Error for ASURA Surveys and Cohorts (95% confidence) Survey Margin of Error Never Joined +/- 13% Lapsed +/- 11% Member Total +/- 6% Member Online Survey +/- 11% Member Paper Survey +/- 7% Male Cohort +/- 10% Female Cohort +/- 8% Pre 2003 Cohort +/- 9% Post 2002 Cohort +/- 10% Measuring Effectiveness There were three sets of questions in the survey that dealt with the importance of something and how well that something was done. For example, how important is it to have seminars and how well are the seminars done. Effectiveness is a measure of the 3 A Report on ASURA Spring 2014 Survey balance between importance and performance. An effective activity is one where the importance and performance match, i.e., importance and performance are either both high, low, or in between. Two measures of effectives were calculated, the Effectiveness Distance Measure or EDM and the Ratio of importance to performance. The EDM measure was developed by Gary Kleemann as part of his PhD dissertation and is the distance from the importance equals performance line on a Performance versus Importance plot. An EDM value of zero for an activity would mean the importance and performance matched for the activity. EDM is calculated as: 𝐸𝐷𝑀 = √ (𝐼𝑚𝑝𝑜𝑟𝑡𝑎𝑛𝑐𝑒 𝑅𝑒𝑠𝑝𝑜𝑛𝑠𝑒 𝐴𝑣𝑔. −𝑃𝑒𝑟𝑓𝑜𝑟𝑚𝑎𝑛𝑐𝑒 𝑅𝑒𝑠𝑝𝑜𝑛𝑠𝑒 𝐴𝑣𝑔. )2 2 The EDM measure does not indicate whether the importance is bigger or smaller than the performance and so the following ratio was also calculated. 𝑅𝑎𝑡𝑖𝑜 = 𝐼𝑚𝑝𝑜𝑟𝑡𝑎𝑛𝑐𝑒 𝑅𝑒𝑠𝑝𝑜𝑛𝑠𝑒 𝐴𝑣𝑒𝑟𝑎𝑔𝑒 𝑃𝑒𝑟𝑓𝑜𝑟𝑚𝑎𝑛𝑐𝑒 𝑅𝑒𝑠𝑝𝑜𝑛𝑠𝑒 𝐴𝑣𝑒𝑟𝑎𝑔𝑒 If the ratio is less than one then the performance is greater than the importance; if the ratio is greater than one then the importance is greater than the performance. Discussion Tables and Charts The discussion uses a number of tables generated from the data in the Compendium. In many cases the discussion tables show only a portion of a Compendium table and combine data from several Compendium tables. Table 4 shows a sample discussion table. In Table 4, data taken from the Compendium for Questions 4, 5, and 6 related to Activity #2 have been combined it into a single table. The discussion often addresses not only the Average Rating but also the relative position of the item within the Compendium table from which it has been extracted. This information is shown in the Rank column. For example in Table 4 the rank of 1 for Q5 means that of the ten activities assessed in Question 5 Activity #2 was at the top of the list, i.e., in this case viewed by the survey takers as the most important. Table 4 – Sample Discussion Table for Activity #2 Rank Average Question (out of 10) Rating Q4 – Awareness activity #2 1 4.21 Q5 – Importance of activity #2 1 4.79 Q6 – Performance of activity #2 3 4.33 Effectiveness Ratio EDM Q5/Q6 – Activity #2 <1 9 .340 Chart 1 shows how most of the cohort data are presented. The two bars are the response averages for the cohorts; the line shows the Member survey average. When both the gender and retirement date cohorts are on one plot the cohort bars are separated by a black survey average bar. 4 A Report on ASURA Spring 2014 Survey Chart 1 – Sample of Summary Data Presentation Used for Cohorts Question 1 - Retirement Cohort Comparisons on How Learned About ASURA Pre 2003 Post 2002 Survey Average 45.0% 40.0% 35.0% 30.0% 25.0% 20.0% 15.0% 10.0% 5.0% 0.0% ASU preretirement meetings ASURA invitation letter ASURA website "Prime Times" ASU event or new article Word of mouth Interpreting the Data There are essentially four types of data: demographic, response percentages, rating averages and effectiveness tables. The demographic data is pretty much selfexplanatory but the other data types require some additional explanation. Response Percentages The first three questions in all the surveys requested the survey taker to select all that applied from a list, e.g., select all the reasons for joining ASURA. Since multiple answers are encouraged and there is no raking of the answers it is not possible to tell which one of responder’s answers was the most important to the responder. Hence sorting the response percentages does not necessarily sort the list from most to least important. The question then is: What is the minimum response percentage that still shows the item should be considered? The following discussion assumes 30% for this minimum threshold percentage. Rating Averages Many of the Member survey questions require the user to give their opinion using a rating scale from one to five. In the following discussion response averages over 4.0 will be considered support; response averages at 2.5 and below will be considered no support. Effectiveness The Member survey, Gender cohorts, and Retired Date cohorts each have three effectiveness tables. The effectiveness tables show whether the effectiveness ratio is greater or less than 1 and the EDM value for each item in the list of items being reviewed. There are a variety of ways of looking at this effectiveness data. The 5 A Report on ASURA Spring 2014 Survey approach used in the discussion uses the EDM table ranking rather than the EDM value to determine what is discussed. Specifically only the following two cases are addressed. Items that fall in the upper third of the EDM values in the table will be marked in green and represent items that are probably fine. Items that have Ratios greater than 1 and EDM values in the lower half of the EDM table will be marked in orange and are treated as items that probably deserve further discussion. Discussion of Results Two approaches to discussing the survey results are: 1. reviewing the data based on question number, or 2. reviewing the data based on topic / issue. These two approaches are different because many of the questions contain information about several different topics / issues. Since the survey was undertaken to help with specific topics / issues the discussion primarily uses the second approach. The discussion has been organized into the following five sections: 1. Demographics 2. What is Most Important 3. Building Membership 4. Better Service 5. Community Outreach Projects Demographics Table 5 shows demographic information for the Member survey and its cohorts. The data are pretty much as expected. The members in the Pre 2003 cohort are older and retired sooner than those in the Post 2002 cohort. The table does show a possible bias in the data; the percentage of women submitting surveys, 58%, is higher than the 51% of women in the association, see Table 2 for the female/male mix for the current ASURA membership. Another possible source of bias is home location. Chart 2 on the next page shows the percentages of returned surveys by zip code. Thirty-two of the returned surveys did not have any zip code. Over fifty percent of the surveys came from retirees living in the East Valley with over 30% coming from Tempe. 6 A Report on ASURA Spring 2014 Survey Table 5 – Demographic Information for Member Survey and Its Cohorts Retirement Cohorts Gender Cohorts Member Survey Demographic Pre 2003 Post 2002 Female Male Number In Cohort 74 83 95 69 192 Average Age 79 69 72 75 73 Average Retirement 1995 2008 2002 2001 2002 Year % Female 54% 63% 100% 0% 58% % Receiving 65% 89% 79% 77% 78% ASURA E-mail % Attended an ASURA Event in 65% 65% 71% 61% 65% Past Five Years Chart 2 - Percentage of Returned Member Surveys Broken Down by ZIP Code 100% 90% 80% 70% 60% 50% 40% 30% 20% 10% 0% Arizona Phx Metro East Valley Tempe Phx -Scott. West Valley What is Most Important? Before drilling down into the issue data, to get an overview of the members’ opinions about what is important, a review of the responses to Questions 5 and 8 follows. Questions 5 addresses the issue of the importance of doing a variety of projects / activities; Question 8 addresses the importance of supplying a variety of different types of information. Tables 6a and 6b show the entire Member survey response averages, sorted from highest to lowest average. 7 A Report on ASURA Spring 2014 Survey Table 6a – Results for Importance of Ten ASURA Projects / Activities Question 5 - ASURA is interested in knowing your opinion on how important it is for ASURA to continue the following activities & projects How important is it for ASURA to advocate for retirees with the state legislature, the state retirement programs, and with ASU? How important is it for ASURA to monitor existing health insurance programs for University retirees, to provide the best possible health insurance coverage for its members? How important is it for ASURA to do the Scholarship program? Rating Average* 4.79 4.74 4.3 How important is it for ASURA to do the Video History Project? 4.03 How important is it for ASURA to have Seminars? 3.96 How important is it for ASURA to do the Adopt-A-Family program? 3.87 How important is it for ASURA to have Retirees Day? 3.81 How important is it for ASURA to have Luncheons? 3.73 How important is it for ASURA to do Travel Programs? 3.61 How important is it for ASURA to have a Golf Tournament? 2.87 Table 6b – Results for Importance of Thirteen Information Types Question 8 - ASURA would like your opinion on the importance of supplying the following types of information: How important is it for ASURA to supply you with information to help you make good decisions about your health insurance program? How important is it for ASURA to supply you with information to help you keep abreast of current health issues? How important is it for ASURA to supply you with information which helps you decide whether to vote in an ASURA Board election? How important is it for ASURA to supply you with information which helps you decide whether to attend an ASURA event? Rating Average* 4.26 4.04 4.02 4.00 How important is it for ASURA to supply you with information to help you decide whether to contact your legislator in connection with upcoming legislation that affects you or ASU? 4.00 How important is it for ASURA to supply you with ASU obituaries? 3.91 How important is it for ASURA to supply you with information which helps you feel connected to ASU and your former colleagues? How important is it for ASURA to supply you with information which helps you decide whether to renew your membership? How important is it for ASURA to supply you with information which helps you decide whether to make a donation to one of the Community Outreach projects? 8 3.88 3.8 3.71 A Report on ASURA Spring 2014 Survey Table 6b Continued How important is it for ASURA to supply you with information which helps you decide whether to volunteer with ASURA? How important is it for ASURA to supply you with information to help you make living choices for yourself or your relatives, such as an assisted living choice? How important is it for ASURA to supply you with information to help you use computers and other technology? How important is it for ASURA to supply you with information to help you manage your financial plan? 3.42 3.16 3.04 2.94 What do Tables 6a & b tell about what is important? Advocacy tops the list of important activities Table 6a shows that advocacy efforts are far and away the most important two activities. The next two activities are two outreach projects. The first event activity, seminars, shows up as the fifth most important activity with a rating just under 4.00, i.e., just under “important”. The golf tournament is the least important but it still has an average over the 2.5 threshold. Health information tops the list of important information topics Table 6b shows that health related topics were assessed as the most important types of information ASURA supplies. Information on current health issues is really tied for second place with three other information types. The bottom items in Table 6b have ratings around 3 or neutral. Even so these values are above the 2.5 threshold. Building Membership Building membership was one of the three strategic goals. The following discussion looks at the following aspects of this issue: 1. how retirees become aware of ASURA, 2. why retirees join ASURA, 3. why retirees do not join ASURA, and 4. why members let their membership lapse. How do Retirees Become Aware of ASURA? The first question for both the Never Joined and Member surveys asked responders to indicate all the ways they initially heard about ASURA. Table 7 shows the most frequently selected answers for these two surveys and the two cohorts. To appreciate the data in Table 7 it is important to remember: The Never Joined cohort consists of people who have retired within the past three years while the Member cohort includes people who retired as long ago as 1972 and have been members of the association since its inception in 1991. While invitation letters to new and recent retirees have been sent out for many years, the process was only formalized with HR in 2008 assuring that all retirees are contacted by mail. Participating in the pre-retirement meetings is a relatively new effort initiated by Elmer Gooding in the last four years. 9 A Report on ASURA Spring 2014 Survey Table 7 – Response Percentages for Ways Retirees Learned About ASURA Gender Cohorts Retirement Cohort Never Answer Option Member Pre Post Joined Female Male 2003 2002 ASU Pre-retirement 59% 43% 52% 34% 45% 44% Meeting ASURA Letter 57% 23% 24% 25% 27% 21% Word of Mouth 8% 35% 31% 40% 31% 36% A review of the data in Table 7 shows: Pre-retirement meetings are working for everyone The percentages selecting the pre-retirement meeting exceeded the 30% threshold for all surveys and cohorts, indicating that these meetings are helpful in getting the word out. The Never Joined survey almost doubled the threshold at 59%, i.e., the pre-retirement meetings are very successful. While the percentages were lower for the Member survey and its cohorts, the preretirement meeting was still the most frequently selected answer at well over 40% for all but the male cohort. ASURA letter is important The ASURA letter was cited by 57% of the recent retirees, well above the 30% threshold. Interestingly the current members do not remember the ASURA letter, responding with percentages in the low 20s for the most part. Word of mouth is important The Member survey shows that word of mouth is an important part of the mix in learning about ASURA with all cohorts showing percentages above the 30% threshold. Why are retirees joining ASURA? The first question in the Lapsed Member survey and second question in the Member survey asked why the person had initially joined ASURA. Table 8 summarizes some of the data from these two question. Table 8 – Response Percentages for Reasons Why Joined ASURA Gender Cohorts Retirement Date Lapsed Answer Option Member Pre Post Member Female Male 2003 2002 ASURA Advocacy 35-44%1 61% 55% 70% 76% 50% Stay in Touch with 35% 33% 35% 30% 31% 31% Colleagues ASURA Social / 15% 28% 37% 18% 28% 29% Educational Activities Asked by Colleague --2 16% 15% 15% 8% 22% First Year Free --2 11% 13% 6% 1% 17% 1The Lapsed Member survey listed several different advocacy activities 2This question was not on the survey 10 A Report on ASURA Spring 2014 Survey A review of the data in Table 8 suggests: ASURA advocacy is important reason retirees join ASURA ASURA advocacy was selected by more than 30% of the responders in all the surveys, i.e., advocacy efforts are an important attractor. The 61% response rate in the Member survey indicates advocacy is very important reason retirees joined. The retirement cohorts show a distinct dropping off of the importance of advocacy. While members who retired after 2002 still show advocacy as the most frequently selected reason for joining ASURA, the percentage is considerably less than for the older retirees. Staying in touch with colleagues is why retirees join ASURA Staying in touch with colleagues was the only other reason that achieved a percentage above the 30% minimum threshold. About a third of the responses in both surveys indicated staying in touch was important. Mixed bag on ASURA social / educational activities Educational and social activities did not achieve the 30% minimum threshold except for the female cohort where at 37% it is an important factor in joining. Asked by colleague to join is possibly important While the response percentages are considerably below the 30% threshold, it is easy to think that this personal contact was in fact the primary reason for joining. If this is true then 22% of the post 2002 retirees joined because they were asked. First year free has an impact The low response rates for the first year free are a bit misleading since many of those in the survey did not have this option when they joined. At the time the survey was sent about 10% of the members were Introductory, i.e., first year free. Given the small size of the population who actually had this option the 17% response rate for the Post 2002 cohort seems encouraging. Why are retirees not joining ASURA? The second and third questions in Never Joined survey and third question in the Member survey address the issue of why retirees are not joining. The most reliable data is for the Never Joined survey; the Member survey data is probably less reliable since around 45% of the responders skipped the question. Table 9 – Response Percentages for Reasons Why A Person Has Not Joined ASURA Gender Cohorts1 Retirement Date1 Never Answer Option Member1 Pre Post Joined Women Men 2003 2002 Busy / would not / could 48% 48% 47% 49% 35% 63% not participate Had not heard about 30% --2 --2 --2 --2 --2 Free First Year Unhappy with ASU 25% 35% 39% 34% 15% 54% The dues are too high 13% 7% 10% 5% 3% 13% 1This question skipped by about 45% of responders 2Question was not on survey A review of the data in Table 9 suggests: 11 A Report on ASURA Spring 2014 Survey People are too busy to join All survey groups agree that being busy is the overwhelming reason for not joining ASURA. The response percentages far exceed the 30% minimum threshold for being considered important. At a response rate of 63% this issue seems more important for the more recent retirees, 63% vs 35%. Several of the comments in the Never Joined survey further confirm the too busy reason for not joining. Unhappy with ASU appears to be an important reason for not joining Thirty-five percent of the ASURA members reported knowing a colleague who will not join ASURA because of dissatisfaction with ASU. The percentage rises to 54% for those who have retired since 2002. The response percentage for the Never Joined survey failed to reach the minimum threshold level but this could be because those unhappy with ASU saw no need to take the ASURA survey. ASURA can expect some retirees to join when less busy In the Never Joined survey the responders were asked if they agreed with the statement: I will join ASURA when I have more time. The average response was 3.72, a bit less than half way between “maybe” and “yes” for the statement. This is a reasonably positive response. First year free might be attractive The only other reason for not joining to reach the 30% threshold on the Never Joined survey was not knowing about the free first year. This level of response shows some interest in the idea of a free first year. Dues are not an issue There is always concern that dues are keeping members away. Table 9 shows that this is clearly not an issue. Only 13% of the Never Joined indicated dues could be a problem. Further when asked their opinion about the statement: I might join ASURA if the dues were lowered to $20 the average response was 3.38 or just above “maybe”. Why are members leaving ASURA? Question 2 in the Lapsed Member survey asked for reasons the person did not renew their membership. Question 3 asked them to indicate a level of agreement for several statements about what it would take to rejoin. Table 10 shows some of the data collected for these two questions. A review of Table 10 and the comments from Question 2 show: Members are getting old The major reasons for not renewing were the inability to take advantage of the ASURA opportunities, 65%, and/or inability to attend, 47%. This second reason is clearly related to getting old. There were not many comments but about half of them dealt directly with getting old, e.g., not being able to drive, being ill, taking care of an ill partner, etc. The larger percentage for the first question could be the presence of younger lapsed members who dropped out because they were too busy and not because they were too old. About quarter of the current lapsed members retired on or after September 01, 2009. 12 A Report on ASURA Spring 2014 Survey Table 10 – Data Related to Reasons Members Dropped ASURA Membership and Might Rejoin Response % Question / Statement or Rating Average 1. Did not renew since could not take advantage ASURA 65% opportunities 2. Did not renew since can no longer attend 47% 3. Did not renew because due were too high 14% 4. Did not renew because ASURA did not deliver advocacy efforts 8-4%1 promised 5. I might rejoin when I have more time (1=No, 3=Maybe) 3.11 6. I might rejoin if the dues were lowered to $20 (1=No, 3=Maybe) 2.35 1Several questions addressed this reason Lapsed members might rejoin when not so busy The response to statement 5 in Table 9 indicates there are at least some lapsed members who would consider rejoining. There were not a large number of responses to this question but six said “no”, six said “yes”, 4 said “maybe” and 2 selected a response between “maybe” and “yes”. Lowering dues will not bring back members Only 14% reported leaving because of high dues, well below the 30% threshold to be considered important. Further lowering the dues does not appear to be a way to get members to rejoin. The rating average for the dues statement is 2.35 which is less than “maybe”. Failure to deliver promised advocacy efforts not a reason for leaving There were several questions related to failure of ASURA to deliver advocacy efforts on legislature, retirement, health insurance, and ASU. All these questions had response averages below 10%, well below the 30% threshold. Better Service The survey was designed to collect data to help with the second strategic goal: better service. There are a number of “services” that could be looked at. The following discussion focuses on: Advocacy Efforts Seminars, Luncheons, Travel Programs, and Golf Tournament Event Attendance Keeping Members Informed, and Technology ASURA Advocacy Efforts It is clear from the previous discussion that ASURA’s advocacy efforts are an important reason retirees join. Parts of Questions 4-6, 8, and 9 concern advocacy. Tables 11a & b show the survey results for the parts of these questions related to advocating for retiree benefits with the state and university. The EDM values come from two different tables, one for the Q5 and Q6 questions and one for the Q8 and Q9 questions. 13 A Report on ASURA Spring 2014 Survey Table 11a – Member Survey Average Ratings and EDM Values for Items Related to ASURA Legislative Advocacy Efforts Average Rank Question Rating Q4 – Awareness of advocacy for retirement programs 1 out of 10 4.21 Q5 – Importance in advocating for retirement programs 1 out of 10 4.79 Q8 – Importance to supply information about upcoming 4/5 out of 13 4.00 Legislative action Q6 – Performance in advocating for retirement programs 3 out of 10 4.33 Q9 – Performance in supplying information on upcoming 11 out of 14 3.68 legislative action Effectiveness Ratio EDM Q5/Q6 - Advocating for retirement programs >1 9 out of 10 .340 Q8/Q9 - Supplying information about upcoming >1 10 out of 13 .224 legislative action Table 11b – Member Survey Average Ratings and EDM Values for Items Related to ASURA Health Insurance Advocacy Efforts Average Rank Question Rating Q4 – Awareness of monitoring of health insurance plans 6 out of 10 3.97 Q5 – Importance to monitor health insurance plans 2 out of 10 4.74 Q8 – Importance to supply health insurance information 1 out of 13 4.26 Q6 – Performance in monitoring health insurance plans 2 out of 10 4.39 Q9 – Performance in supplying health insurance information 7 out of 14 4.08 Effectiveness Ratio EDM Q5/Q6 - Monitoring health insurance plans >1 7 out of 10 .260 Q8/Q9 - Supplying health insurance information >1 5 out of 13 .127 A review of Tables 11a & 11b shows: ASURA’s legislative advocacy efforts are important, Table 11a. The members are aware of the advocacy efforts and feel these efforts are very important. Advocating for retirement benefits had the highest response average for both awareness and importance. In fact for the importance question there was not a single “Not Important” response. The members also feel that these efforts are being carried out close to very well with a response average of 4.33. As mentioned previously, members are not dropping out because of a perceived lack of effort relative to advocacy efforts which these results support. A review of the Retirement Date cohort data shows very little difference between the cohorts and the survey average. ASURA’s legislative advocacy efforts have an orange effectiveness rating. The effectiveness for both the retirement program advocacy, Q5 & Q6, and delivery of information about legislative actions, Q8 & Q9, are orange, a signal that further review of these activities may be warranted. The orange rating is a result of importance significantly exceeding performance. 14 A Report on ASURA Spring 2014 Survey Monitoring health insurance and supplying information on current health issues are important, Table 11b. As pointed out earlier keeping up with the health insurance issues is viewed as very important by the members. Only advocating for retirement programs has a higher importance. As was the case with the retirement plan advocacy, there were no “Not Important” responses for the importance question. Information about health insurance plans is important The importance of getting information about the insurance plans received the highest response average, 4.26, of all the types of information ASURA makes available to its members. ASURA’s monitoring of health insurance programs is orange, Table 11b While both monitoring health insurance plans and supplying information of current health issues had effectiveness ratios greater than 1, only the monitoring activity is orange because of its poor EMD ranking. Retirement cohorts have different view of advocacy performance Chart 3 shows the differences in view of how well the retirement program advocacy and health insurance monitoring are being done. The differences are not large but do show that the older retirement date cohort rates the performance higher than the newer cohort. This might be the result of responding more to the way things used to be rather than to what they are today. The older cohort has members from a time when ASURA was actively lobbying the legislature and often had one or more members down at the Capital to attend hearings and occasionally give testimony. On the health insurance side Dick Murra was widely known to be available for insurance questions. The recent retirees are not sensing this same level of commitment. Chart 3 - Retirement Date Cohort Comparisons of Performance of Advocay Efforts Survey Average Pre 2003 Post 2002 4.5 4.45 4.4 4.35 4.3 4.25 4.2 4.15 4.1 Advocating for retirement programs 15 Monitoring health insurance plans A Report on ASURA Spring 2014 Survey Table 12 – Member Survey Average Ratings and EDM Values for Items Related to Seminar, Travel, Luncheon, and Golf Activities Average Rank Awareness, Importance, Performance Question Rating Q4 – Awareness of Seminars (3=somewhat, 5=very aware) 5 out of 10 3.98 Q4 – Awareness of Travel Programs 4 out of 10 4.08 Q4 – Awareness of Luncheons 3 out of 10 4.11 Q4 – Awareness of Retirees Day 2 out of 10 4.15 Q4 – Awareness of Golf Tournament 9 out of 10 3.53 Q5 – Importance of Seminars (3=neutral, 5=very important) 5 out of 10 3.96 Q5 – Importance of Travel Programs 9 out of 10 3.61 Q5 – Importance of Luncheons 8 out of 10 3.73 Q5 – Importance of Retirees Day 7 out of 10 3.81 Q5 – Importance of Golf Tournament 10 out of 10 2.87 Q8 – Importance to supply event information 4/5 out of t3 4.00 Q6 – Performance of Seminars (3=neutral, 5=very well) 9 out of 10 3.94 Q6 – Performance of Travel Programs 6 out of 10 4.10 Q6 – Performance of Luncheons 8 out of 10 4.06 Q6 – Performance of Retirees Day 7 out of 10 4.09 Q6 – Performance of Golf Tournament 10 out of 10 3.60 Q9 – Performance in supplying event information 2 out of 14 4.27 Effectiveness Ratio EDM Q5/Q6 Seminars >1 1 out of 10 .024 Q5/Q6 Travel Programs <1 8 out of 10 .338 Q5/Q6 Luncheons <1 6 out of 10 .230 Q5/Q6 Retirees Day <1 3 out of 10 .189 Q5/Q6 Golf Tournament <1 10 out of 10 .511 Q8/Q9 Supplying Event Information <1 9 out of 13 .189 Interest in Event & Travel Opportunities Local 1 day trip (1=no interest, 3=some interest) 1 2.99 Local overnight trip to AZ site of interest 2 2.61 Seminars, Travel, Luncheons, and Golf Information related to the various ASURA events is located in questions 4 – 9 and the Effectiveness tables for questions 5 & 6 and 8 & 9. Table 12 shows the results for the pertinent parts of these questions. The rankings are either out of a set of 10 ASURA activities including advocacy efforts and the outreach programs or out of a set of 13/14 types of information supplied to members. Note: While data for Retirees Day is shown in Table 12, since the Events Committee recommended eliminating Retirees Day, this data are not discussed here but are discussed in the September 2014 Events Committee report to the Board. 16 A Report on ASURA Spring 2014 Survey Table 12 shows: Seminars are the top event activity Of the four social / educational activities assessed the seminars were the highest ranked in all categories: awareness, importance, performance, and effectiveness. Seminar effectiveness is green suggesting that no further review is warranted at this time. Events are not the most important of the various surveyed ASURA activities All the events have Importance response averages less than 4. Four is a good rating but three of the events are at the bottom of the importance ranking and seminars are only one step away from joining the others at the bottom. So while members have rated the importance of events at just below “important” they are not as important as other activities. Events are ranked as the least well performed of the various surveyed ASURA activities The members rated the delivery of all the event types in the bottom half of the Performance table. As was the case with importance the actual values are good hovering around 4.00 or done well but the members feel that other activities are actually done better. The Golf Tournament has especially low values The awareness, importance, performance, and effectiveness values for the golf tournament are all at the bottom or next to the bottom. The golf tournament has historically been a way to raise money. Only the Adopt-A-Family program had a lower awareness and so it is reasonable to think many of the responders knew little about the tournament’s fund raising feature and hence it’s very low response averages. None of the events are orange Aside from the seminars which are green, the other events have EDM rankings in the bottom half of the table. What saves them from being orange is that these low ranking EDM events all have Ratios less than one, i.e., performance exceeds importance. Had the effectiveness ratios been greater than 1 then all would have been orange. Event Information is working The three items marked Q8, Q9, and Q8/Q9 address event information. The members ranked the performance very high, second out of 14 types of information. The effectiveness of supplying event information is in the bottom two thirds of EDM values but since the effectiveness ratio is less than 1 this activity is not marked orange. Chart 4 shows how the various cohorts responded to the event information questions. Women responded more positively than men and the newer retirement date cohort rated the importance higher than the older cohort. 17 A Report on ASURA Spring 2014 Survey Chart 4 - Comparison of Cohort Response Averages to Importance & Performance of Supplying Event Information 3=neutral, 5=very important/very well Female Male Survey Average Pre 2003 Post 2002 4.6 4.4 4.2 4 3.8 3.6 3.4 Importance Performance Event Attendance The concern that event attendance might be dropping because of decisions about cost, etc. prompted the inclusion of questions 7, 16, and 17. A review of the data from these questions shows: There do not appear to be strong barriers to attendance, question 7 Question7 asked members to indicate reasons for not attending events. The question listed the following had six reasons: 1. For personal or geographic reasons I cannot participate (3.07) 2. The time / date of event is not convenient (2.88) 3. I am just not interested in social activities (2.87) 4. Parking is not easy (2.67) 5. Transportation is difficult (2.44) 6. The cost is too high (2.27) The response average is shown in parentheses and none of these reasons generated a very positive reaction. Of these only the first had a response average above 3, where 1= strongly disagree and 3=neutral. The last two had response averages below 2.5. It seems clear that cost and transportation are not keeping large numbers away from events. 18 A Report on ASURA Spring 2014 Survey Campus location for events is likely not an important factor in attendance Question 16 addressed event location in an effort to see if this could be a problem. The members were asked to respond, disagree/agree to the following four location statements: 1. Should spread activities around to all of the campuses (3.35) 2. Should do more activities on ASU's campuses (3.23) 3. Should focus activities on the Tempe Campus (3.18) 4. Should do more activities off campus (3.13) All of the response averages were above 3, i.e., a neutral response, but not by much. This makes it hard to say much other than nothing in the question stirred any strong feelings one way or the other. The most positive response was to spread the events around to the various campuses but this is somewhat offset by the response to the third item which suggests focusing on the Tempe campus. The conclusion is that campus location is not a big factor in event attendance. This conclusion needs to be tempered by the fact that over 50% of the surveys were submitted by members living in the East Valley. Members are not interested in new activities beyond day trips in AZ Question 17 asked members to indicate interest in a broad list of activities, some existing, some new. The response was a big “not interested”. Only two activities managed to score above the 2.5 minimum threshold where 1=no interest and 3=some interest. The two that made the cut are shown in Table 12. There were some small variations with the gender cohorts. Women typically expressed a higher level of interest for the events averaging about 0.10 points more than men. Three of the activities had women response averages that were more than 0.20 above the men’s average. The Habitat for humanity activity had the biggest difference of .37 but the average was still below the 2.5 threshold. The differences in the Retirement Date cohorts was a little larger with the newer cohort expressing a higher interest than the older cohort. The average difference in response averages was 0.17. As was the case for the gender cohort the Habitat for Humanity item had the biggest difference at 0.41 but again failed to reach the 2.5 threshold. Keeping Members Informed ASURA provides its members with information on a variety of general interest topics and administrative reminders. Questions 8 and 9 assess thirteen types of information, six related to general interest topics, Table 13a, and four related to administrative reminders, Table 13b. The other four deal with advocacy and events which have already been discussed. These two tables include much information and there are a number of different ways to look at this data. Following are a few observations. 19 A Report on ASURA Spring 2014 Survey Table 13 a– Member Importance & Performance Ratings and EDM Values for Items Related to Providing General Interest Topic Information Rank Average Q8 Importance (3=neutral, 5=very important) (out of 13) Rating Current health issues 2 4.04 ASU obituaries 6 3.91 ASU and former colleagues 7 3.88 Aid in making living choices, e.g., assisted living 8 3.16 Computer & Technology 9 3.04 Financial Planning 10 2.94 Q9 Performance (3=neutral, 5=very well) Current health issues 8 3.84 ASU obituaries 1 4.64 ASU and former colleagues* 5 4.19 Aid in making living choices, e.g., assisted living 11 3.28 Computer & Technology 13 2.96 Financial Planning 12 3.11 Effectiveness Ratio EDM Current health issues >1 7 .141 ASU obituaries <1 13 .522 ASU and former colleagues <1 8 .192 Aid in making living choices, e.g., assisted living <1 3 .096 Computer & Technology >1 1 .052 Financial Planning <1 4 .129 *Combined score of two related questions Table 13 b– Member Importance & Performance Ratings and EDM Values for Items Related to Providing Administrative Information Rank Average Q8 Importance (3=neutral, 5=very important) (out of 13) Rating Vote in Board election 3 4.02 Renewing membership 8 3.80 Make a donation to Community Outreach Program 9 3.71 Volunteer for ASURA 10 3.42 Q9 Performance (3=neutral, 5=very well) Vote in Board election 3/4 4.21 Renewing membership 3/4 4.22 Make a donation to Community Outreach Program 9 3.79 Volunteer for ASURA 10 3.75 Effectiveness Ratio EDM Vote in Board election <1 6 .148 Renewing membership <1 12 .305 Make a donation to Community Outreach Program <1 2 .096 Volunteer for ASURA <1 11 .237 20 A Report on ASURA Spring 2014 Survey Members want to keep abreast of current health issues Table 13a shows that of the six general information topics only “current health issues” received an importance rating of “Important”. Two of the other types of information, “ASU obituaries” & “information about ASU and former colleagues”, were close to 4.0. Current health issues actually ranked as the second most important of the thirteen different types of information assessed. Current health issues has an orange effectiveness rating Of the ten different types of information delivered only the information associated with keeping up with current health issues has an orange effectiveness rating, suggesting further review. Low performance rankings do not necessarily mean there is a need for performance improvement The four types of information most effectively provided are in these two tables, shown in green. The performance ratings for these four information types are among the lowest scores in the table. The effectiveness rankings are good because these information types also have low importance, matching the low performance. Gender differences in responses exist but are not great A review of the cohort data in the Compendium shows that women rated the importance of having the information higher than the men for most of these information types while conversely men tended to rate performance of delivering the information higher than women. Newer retirees tend to view having access to information as a bit more important than do the older cohort members. Chart 5 shows the Retirement Date cohorts’ responses to the question of importance in getting the various types of information. The differences in the two cohorts is not great but generally the newer retirees rate the information importance higher than those in the older retirement data cohort. As one might expect the older cohort rated the importance of receiving Obituaries noticeably higher than the newer cohort. The newer cohort rated both Board elections and keeping abreast of current health issues above 4.00 both of which were greater than the older cohort’s evaluation. 21 A Report on ASURA Spring 2014 Survey Chart 5 -Retirement Cohort Response Averages for the Importance in Delivering Various Types of Information (3=neutral, 5=very important) Pre 2003 Post 2002 Survey Average 4.5 4 3.5 3 2.5 2 Renew membership Decide to volunteer with ASURA Decide to Decide to vote in Feel connected ASU obituaries Keep abreast of donate to an ASURA Board to ASU / former current health ASURA project election colleagues issues 22 Manage your financial plan Make living choices for yourself or relatives Using computers and other technology A Report on ASURA 2014 Survey Chart 6 - Member Awareness, Importance, and Performance Response Averages for Various Communication Methods (3=neutral, 5=very aware / important / well) 5.0 Awareness Importance Performance 4.5 4.0 3.5 3.0 2.5 2.0 "Prime Times" ASURA E-mails Snail Mail ASURA Website Telephone with Office Communication Methods Questions 10-15 address the issue of communicating with members. Five different communication methods are assessed: Prime Times, ASURA E-mails, Snail Mail, ASURA Website, and Telephone communication with the ASURA Office. Three different web based communication technologies are also reviewed. A review of the following charts, tables and cohort data in the Compendium shows: Prime Times is best of the communication methods Chart 6 shows that of the five communication types Prime Times had the highest response average for awareness, importance, and performance. It also had the smallest EDM value giving it a green rating. ASURA E-mail is important Of the remaining four communication types Chart 6 shows that only “ASURA Email” has an importance average of 4.0. E-mails also have the second best performance average at just above 4, i.e., “well”. Performance exceeds important for all five communication methods, Chart 6 In all cases the members have indicated that they feel the performance of the communication methods exceeds their view of how important it is to have the communication method available. This means the effectiveness ratios are all less than one and hence none of the communication methods has an orange effectiveness rating. 23 A Report on ASURA 2014 Survey Cohorts show only small variations For the most part the cohort responses mirrored those of the Member survey. There were a few variations: o The newer Retirement Date cohort rated the two electronic communication methods, e-mails & website, as more important with a higher performance rating than did the older cohort. o Conversely the older cohort rated the importance and performance of Prime Times and Snail Mail higher than the newer cohort. o There is less variation in the gender cohort; the biggest difference being women rated e-mails noticeably more important than the men. Frequency of Prime Times and ASURA e-mail is about right Table 14 shows the rating average for ASURA e-mails was very close to 3.00, i.e., “About Right”. The Prime Times’ response average was a bit below 3.00, moving slightly toward wanting a little higher frequency. Nobody selected “Too Many” for Prime Times. Both response averages had relatively small standard deviations, the smallest of any question in the survey. There were a number who had no opinion or skipped the question but the vast majority of those who answered selected “About Right”. The cohort data did not vary much from what is shown in Table 14. Table 14 – Response Data for Question 13 Asking About the Frequency of ASURA e-mails, and Prime Times Answer Options Too Few About Right Too No Rating Many Opinion Average* Stand. Dev. ASURA E-mails 3 5 110 9 2 44 3.02 0.52 Prime Times 13 7 132 2 0 20 2.80 0.60 answered question skipped question 174 18 Members are comfortable with using e-mail and browsing the web Chart 7, next page, shows the response averages for Question 14 which addressed technology comfort. The Member survey averages for both technologies is at or above 4.0, i.e., “Comfortable”. The survey average for using e-mails is almost 4.5. The cohort response averages are similar to the survey average but the chart does show that women and the newer retirement date cohort are a bit more comfortable with the technology than the men and older cohort. Members do not want to use Facebook for ASURA Information Table 15, next page, clearly shows that while almost thirty percent of those surveyed indicated they were active Facebook uses only ten percent want to receive ASURA information via Facebook. 24 A Report on ASURA 2014 Survey Chart 7 - Response Averages for Comfort Level in Using Two Communication Technologies (3=somewhat comfortable, 4=comfortable, 5=very comfortable) Female Male Survey Average Pre 2003 Post 2002 5.0 4.5 4.0 3.5 3.0 2.5 2.0 Using E-mail Browsing the Web Table 15 – Response Data for Facebook Question Answer Options No Yes % No % Yes I am an active Facebook user. 125 50 71% 29% I would like to receive information from ASURA via my Facebook account. 157 17 90% 10% Community Outreach Programs The third and final strategic goal was to collect data to allow the ASURA Board to review its three Community Outreach programs: scholarship, video history, and adopt-afamily. Table 16, next page, shows the results taken from Question 4, 5, and 6. A review of the table shows: All three projects are doing well While the awareness of the community outreach projects is in the lower half of the list of ASURA projects / activities, the performance of these projects is in the upper half. Of the ten projects / activities surveyed in Questions 4-6, the scholarship project has the third highest importance response average of 4.30, well above “Important”. Only the two advocacy activities have higher importance averages. Two of the projects have green effectiveness ratings The scholarship and adopt-a-family projects ranked second third in the effectiveness table for the projects / activities and hence the green rating. Only seminars had a smaller, i.e., better, EDM value. 25 A Report on ASURA 2014 Survey Table 16 – Member Response Averages, Ratings and EDM Values for Items Related to Community Outreach Projects Rank Average Q 4 Awareness (3=somewhat, 5=very aware) (out of 10) Rating Awareness of Scholarship 7 3.91 Awareness of Video History Project 8 3.74 Awareness of Adopt-A-Family 10 3.49 Q 5 Importance (3=neutral, 5=very important) Importance of Scholarship 3 4.30 Importance of Video History Project 4 4.03 Importance of Adopt-A-Family 6 3.87 Q6 Performance (3=neutral, 5=very well) Performance of Scholarship 4 4.23 Performance of Video History Project 2 4.35 Performance of Adopt-A-Family 5 4.11 Effectiveness Ratio EDM Q5/Q6 Scholarship >1 2 .035 Q5/Q6 Video History Project <1 5 .221 Q5/Q6 Adopt-A-Family <1 3 .169 A Few Sample Recommendations The survey collected much data. The previous discussion gave possible interpretations of the data. Following are some recommendation exemplars which will hopefully stimulate the Board’s discussion of the data. Advocacy Efforts Need to Be Reviewed The survey shows that advocating for retirees benefits, retirement and insurance, is the most often selected and probably the most important reason why retirees join the association. Once in the association the members rank these activities first and second in importance. So what has ASURA done in the advocacy area the past few years? ADOA & ASRS Health Insurance Open Enrollment seminars No legislative liaisons No ASRS liaisons Tri-University meeting with ASRS, retirement and health insurance Nothing with the University Except for open enrollment this seems like a fairly low advocacy effort. Only three of the twenty-eight items assessed received an orange effectiveness assessment and two of these were for advocacy activities. The orange assessment is an indication that the importance and performance are out of balance, in a sense ASURA is promising more than it’s delivering in the advocacy area. 26 A Report on ASURA 2014 Survey The Board should discuss ways to address this. Possible ideas include: Consider new advocacy efforts, e.g., campus parking, reduced athletic ticket prices Better inform members about what ASURA is actually doing, e.g., standing article in Prime Times about Board actions Other One additional piece of data to consider. Table 8 showed that newer retirees are not listing advocacy efforts as being as important a reason for joining as their older colleagues have. Review Membership Recruiting The Board or Membership Committee could review the data in the “Building Membership” portion of the report and see if there are some ideas about how the recruiting process might be enhanced. For example personal contact appears to be important in awareness and joining so what things could be done to utilize this? Also what might be done to ameliorate the negative feelings recent ASU retirees have about ASU? Review Membership Mailing Policy The current ASURA membership renewal or joining policy1 is: In April of each year, mail membership solicitation information to: 1. All who have retired from ASU in the current and prior 3 fiscal years, to the extent that we can identify them and to the extent that we have functional mailing or e-mail addresses for them. 2. All others (spouses of deceased members, associate members) who are current members or who have been members in the prior 3 fiscal years. Given what is known about recent retirees and lapsed member, i.e., they are either getting old and/or are busy, should this policy be updated? Several things to consider: Is four years too long to keep trying if a member has never joined? How long after retirement might “too busy” no longer be an impediment? Both the lapsed members and never joined retirees responded at the neutral to neutral plus level on the statement “I might join ASURA if I have more time to take advantage of what ASURA has to offer”. Should lapsed member be given a way to indicate they would like to be dropped from the mailing? Should those who have never joined also be given the option of dropping off the mailing list? Should mailing address be considered, e.g., if out of state and not joined should they continue to be asked to join as long as in state retirees? Other 1 See November 12, 2008 Board Minutes for Policy 27 A Report on ASURA 2014 Survey Consider Enhancing How ASURA Uses Prime Times Prime Times is ASURA’s communication flagship but is it delivering the type of information the members want / need? If the answer to this question is that members would like to read about activities and/or information that they view as important then Prime Times would need, to some extent, have articles on: advocacy efforts both retirement and health insurance, the scholarship program, the video history project, seminars, current health issues, information on upcoming Board elections, information on events, and information about whether to contact a legislator about upcoming legislative action other Consider Enhancing the Use of ASURA Website As a means of communicating with ASURA members the survey data shows the ASURA website with lower response averages for awareness, importance, and performance than Prime Times, ASURA e-mails, and snail mail. The data also shows that the newer retirees, i.e., those who retired post 2002, are more comfortable with electronic communication technology. So the question is: given the apparent changing demographics should an effort be made to increase the use of the website? One possible way to do this would be to piggyback off the success of Prime Times by pointing from Prime Times articles to a more complete version of the article on the website. Board Committee Member Generated Recommendation 28 Appendix A – Never Joined Survey PO Box 873308 Temp, AZ 85287-3308 ASURA Survey for ASU Retirees Who Never Joined This short survey has 3 questions related to why you have never joined ASURA and an opportunity for comments. Please answer the questions by placing an X in the appropriate box. 1. ASURA would like to know where you heard about ASURA (please mark all that apply): ☐ I heard about ASURA at ASU’s retirement planning meetings and publications. ☐ I heard about ASURA in a letter from ASURA. ☐ I heard about ASURA from ASURA’s website. ☐ I heard about ASURA in "Prime Times", ASURA’s newsletter. ☐ I heard about ASURA from an ASU event or news article. ☐ I heard about ASURA by word of mouth. ☐ I don't remember. ☐ I don't really know anything about ASURA. Other (please specify) 2 I have not joined ASURA because (please check all that apply): I was not aware of ASURA's programs of advocacy for retirees with the state ☐ legislature. I was not aware of ASURA's programs of advocacy for retirees with the ☐ retirement agencies ADOA & ASRS. ☐ I was not aware of ASURA's programs of advocacy for retirees with ASU. I was not aware of ASURA's monitoring of existing health insurance programs for ☐ University retirees, to provide the best possible health insurance coverage for its members. I was unhappy with ASU when I retired, and didn't want to be part of anything ☐ “ASU”. ☐ I haven't heard about the free introductory year. ☐ I think the dues are too high. I cannot or would not take advantage of the seminars, events, and travel that ☐ ASURA offers. ☐ I don't know anyone who is an ASURA member. ☐ I don't see the benefit. Other (please specify) 29 Appendix A – Never Joined Survey 3 I might join ASURA if: Strongly Disagree The dues are lowered to $20 or less per year Someone I know, like, or admire encourages me to join I have more time to take advantage of what ASURA offers Other (please specify) Strongly Agree Neutral ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ 4 Please supply any comments you have that could help us do a better job of recruiting and serving retirees 30 Appendix B – Lapsed Member Survey PO Box 873308 Temp, AZ 85287-3308 ASURA Survey for ASURA Members with Lapsed Membership This short survey has 3 questions related to why you have not renewed your membership in ASURA and an opportunity for comments. Please answer the questions by placing an X in the appropriate box. 1. I originally joined ASURA because (please check all that apply): I wanted to lend my support to ASURA’s efforts to advocate for retirees with the ☐ state legislature. I wanted to lend my support to ASURA’s efforts to advocate for retirees with the ☐ state retirement programs (ADOA & ASRS). I wanted to lend my support to ASURA’s efforts to advocate for retirees with ☐ ASU. I wanted to take advantage of ASURA's monitoring of existing health insurance ☐ programs for University retirees, to provide the best possible health insurance coverage for its members. ASURA seemed like a good way for me to stay in touch with former colleagues ☐ from ASU. ☐ ASURA seemed like a good way for me to meet people. ☐ ASURA offered seminars, events and travel that were of interest to me. ☐ I thought ASURA would provide me with useful information. ☐ The dues were reasonable and I thought it would be worth giving it a try. Other (please specify) 2. I did not renew my membership because (please check all that apply): ☐ I felt the dues were too high. ☐ I found that I did not take advantage of the opportunities that ASURA offered. ☐ I found that I did not like the opportunities that ASURA offered. ☐ I could no longer attend ASURA events. I didn't think ASURA delivers what it promises in the way of advocacy for retirees ☐ with the Legislature. I didn't think ASURA delivers what it promises in the way of advocacy for retirees ☐ with the state retirement agencies (ADOA & ASRS). I didn't think ASURA delivers what it promises in the way of advocacy for retirees ☐ with ASU. I don’t think ASURA's delivers good monitoring of existing health insurance ☐ programs. ☐ I didn't get much useful information from my membership. Other (please specify) 31 Appendix B – Lapsed Member Survey 3 I might rejoin ASURA if: The dues are lowered Someone I know, like, or admire encourages me to join I have more time to take advantage of what ASURA offers Other (please specify) No ☐ ☐ Maybe ☐ ☐ Yes ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ 4 Please supply any comments you have on why you originally joined ASURA and why you are no longer a member. 32 PO Box 873308 Temp, AZ 85287-3308 ASURA Survey for ASURA Members ASURA is surveying its members to collect information to help the ASURA Board with its strategic planning. The survey will take about 20 minutes to take and has six sections, each section dealing with a different aspect of what ASURA does. You answer questions by marking the appropriate box. Section 1: Questions Pertaining to Initially Joining ASURA 1. ASURA would like to know how you initially learned about ASURA (please check all that apply) ☐ I initially learned about ASURA at ASU’s retirement planning meetings and publications. ☐ I initially learned about ASURA in a letter from ASURA. ☐ I initially learned about ASURA from ASURA’s website. ☐ I initially learned about ASURA in "Prime Times", ASURA’s newsletter. ☐ I initially learned about ASURA from an ASU event or news article. ☐ I initially learned about ASURA by word of mouth. Other (please specify) 2. ASURA would like to know what prompted your initial decision to join ASURA (please check all that apply) I initially joined ASURA to support its efforts to advocate for retirees with the state ☐ legislature, the state retirement programs, and with ASU. I initially joined ASURA to stay in touch with former colleagues from ASU and to meet ☐ people. I initially joined ASURA to take advantage of ASURA offered seminars, events and ☐ travel opportunities. ☐ I initially joined ASURA because a colleague asked me to join. I joined to lend support to ASURA's community outreach programs, such as the ASURA ☐ scholarship, the video history project, and Adopt-a-Family. ☐ I initially joined ASURA because the first year was free. Other (please specify) 33 Appendix C –Member Survey 3. I know former ASU colleagues who haven’t joined ASURA because (please check all that apply) They are not aware of the value that ASURA provides to retirees, e.g., advocacy with ☐ the State Legislature and retirement programs, advocacy for ASU discounts, etc. They were not aware of ASURA's monitoring of existing health insurance programs for ☐ University retirees, to provide the best possible health insurance coverage for its members. They were unhappy with ASU when they retired, and now don’t want to be part of ☐ anything “ASU”. ☐ They feel the dues are too high. ☐ They don’t think they would attend ASURA events. They are not aware of the value that ASURA provides to the community, e.g. through ☐ scholarships, the video history program, and Adopt-a-Family. Other (please specify) Section 2: Questions Pertaining to Current ASURA Activities and Projects 4 ASURA is interested in knowing your level of awareness for following ASURA activities & projects: Somewhat Very Unaware Aware Aware How aware are you of ASURA's Video History ☐ ☐ ☐ ☐ ☐ Project? How aware are you of ASURA's Scholarship ☐ ☐ ☐ ☐ ☐ program? How aware are you of ASURA's Adopt-A-Family ☐ ☐ ☐ ☐ ☐ program? How aware are you of ASURA's efforts to advocate for retirees with the state legislature, ☐ ☐ ☐ ☐ ☐ the state retirement programs, and with ASU? How aware are you of ASURA's efforts to monitor existing health insurance programs for ☐ ☐ ☐ ☐ ☐ University retirees to provide the best possible health insurance coverage for its members? How aware are you of ASURA's Seminars? How aware are you of ASURA's Travel Programs? How aware are you of ASURA's Luncheons? ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ How aware are you of ASURA's Retirees Day? How aware are you of ASURA's Golf Tournament? ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ 34 Appendix C –Member Survey TO HELP WITH QUESTIONS 5 & 6 THE FOLLOWING EXPLAINS A BIT ABOUT ASURA'S COMMUNITY OUTREACH PROGRAMS. The Living History Video Project records video interviews with retired and former employees of ASU who have a significant history with the university. There are currently over 90 interviews. The ASURA Reentry student scholarship awards $10,000 for two semesters to cover tuition, fees and related expenses. The Adopt-a-Family program selects two needy families, one from the Tempe School District and one from ASU and provides the families with clothing, food and holiday gifts at Thanksgiving, Christmas, and Easter. 5 ASURA is interested in knowing your opinion on how important it is for ASURA to continue the following activities & projects: Not Very Neutral Important Important How important is it for ASURA to do the Video ☐ ☐ ☐ ☐ ☐ History Project? How important is it for ASURA to do the ☐ ☐ ☐ ☐ ☐ Scholarship program? How important is it for ASURA to do the Adopt☐ ☐ ☐ ☐ ☐ A-Family program? How important is it for ASURA to advocate for retirees with the state legislature, the state ☐ ☐ ☐ ☐ ☐ retirement programs, and with ASU? How important is it for ASURA to monitor existing health insurance programs for University retirees, to provide the best possible health insurance coverage for its members? How important is it for ASURA to have Seminars? How important is it for ASURA to do Travel Programs? How important is it for ASURA to have Luncheons? How important is it for ASURA to have Retirees Day? How important is it for ASURA to have a Golf Tournament? 35 ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ Appendix C –Member Survey 6 ASURA is interested in knowing your opinion on how well ASURA is accomplishing the following activities & projects: Not Very No Neutral Well Well Opinion How well is the Video History Project ☐ ☐ ☐ ☐ ☐ ☒ being done? How well is the Scholarship program ☐ ☐ ☐ ☐ ☐ ☐ being done? How well is the Adopt-A-Family ☐ ☐ ☐ ☐ ☐ ☐ program being done? How well is ASURA advocating for retirees with the state legislature, the ☐ ☐ ☐ ☐ ☐ ☐ state retirement programs, and with ASU? How well is ASURA monitoring existing health insurance programs for University retirees, to provide the best ☐ ☐ ☐ ☐ ☐ ☐ possible health insurance coverage for its members? How well are the Seminars being ☐ ☐ ☐ ☐ ☐ ☐ done? How well are the Travel Programs ☐ ☐ ☐ ☐ ☐ ☐ being done? How well are the Luncheons being ☐ ☐ ☐ ☐ ☐ ☐ done? How well are the Retirees Day being ☐ ☐ ☐ ☐ ☐ ☐ done? How well is the Golf Tournament being ☐ ☐ ☐ ☐ ☐ ☐ done? 7 What factors below dissuade you from participating in ASURA social events? Strongly Strongly No Neutral Disagree Agree Opinion The cost is too high. ☐ ☐ ☐ ☐ ☐ ☐ Transportation is difficult. ☐ ☐ ☐ ☐ ☐ ☐ Parking is not easy. ☐ ☐ ☐ ☐ ☐ ☐ The time / date of event is not convenient. I am just not interested in social activities. For personal or geographic reasons I cannot participate ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ 36 Appendix C –Member Survey Section 3: Questions Pertaining to Types of Information 8 ASURA would like your opinion on the importance of supplying the following types of information: Not Important Very Important Neutral How important is it for ASURA to supply you with information which helps you decide whether to renew your membership? ☐ ☐ ☐ ☐ ☐ How important is it for ASURA to supply you with information which helps you decide whether to volunteer with ASURA? ☐ ☐ ☐ ☐ ☐ How important is it for ASURA to supply you with information which helps you decide whether to attend an ASURA event? ☐ ☐ ☐ ☐ ☐ How important is it for ASURA to supply you with information which helps you decide whether to make a donation to one of the Community Outreach projects? ☐ ☐ ☐ ☐ ☐ How important is it for ASURA to supply you with information which helps you decide whether to vote in an ASURA Board election? ☐ ☐ ☐ ☐ ☐ How important is it for ASURA to supply you with information which helps you feel connected to ASU and your former colleagues? ☐ ☐ ☐ ☐ ☐ How important is it for ASURA to supply you with ASU obituaries? ☐ ☐ ☐ ☐ ☐ How important is it for ASURA to supply you with information to help you make good decisions about your health insurance program? ☐ ☐ ☐ ☐ ☐ How important is it for ASURA to supply you with information to help you keep abreast of current health issues? ☐ ☐ ☐ ☐ ☐ How important is it for ASURA to supply you with information to help you decide whether to contact your legislator in connection with upcoming legislation that affects you or ASU? ☐ ☐ ☐ ☐ ☐ How important is it for ASURA to supply you with information to help you manage your financial plan? ☐ ☐ ☐ ☐ ☐ How important is it for ASURA to supply you with information to help you make living choices for yourself or your relatives, such as an assisted living choice? ☐ ☐ ☐ ☐ ☐ How important is it for ASURA to supply you with information to help you use computers and other technology? ☐ ☐ ☐ ☐ ☐ 37 Appendix C –Member Survey 9 ASURA would like your opinion on how well it is supplying information on a number of topics: Not Well Neutral Very Well No Opinion How well does ASURA supply Information for deciding whether to renew your membership? ☐ ☐ ☐ ☐ ☐ ☐ How well does ASURA supply Information for deciding whether to volunteer with ASURA? ☐ ☐ ☐ ☐ ☐ ☐ How well does ASURA supply Information for deciding whether to attend an ASURA event? ☐ ☐ ☐ ☐ ☐ ☐ How well does ASURA supply Information for deciding whether to make a donation to one of the Community Outreach projects? ☐ ☐ ☐ ☐ ☐ ☐ How well does ASURA supply Information for deciding whether to vote in an ASURA Board election? ☐ ☐ ☐ ☐ ☐ ☐ How well does ASURA supply Information to help you feel connected to the association (ASURA)? ☐ ☐ ☐ ☐ ☐ ☐ How well does ASURA supply ASU obituaries? ☐ ☐ ☐ ☐ ☐ ☐ How well does ASURA supply Information to help you make good decisions about your health insurance program? ☐ ☐ ☐ ☐ ☐ ☐ How well does ASURA supply Information for help you keep abreast of current health issues? ☐ ☐ ☐ ☐ ☐ ☐ How well does ASURA supply Information for help you decide whether to contact my legislator in connection with upcoming legislation that affects me or ASU? ☐ ☐ ☐ ☐ ☐ ☐ How well does ASURA supply Information to help you manage your financial plan? ☐ ☐ ☐ ☐ ☐ ☐ How well does ASURA supply Information to help you make living choices for yourself or your relatives, such as an assisted living choice? ☐ ☐ ☐ ☐ ☐ ☐ How well does ASURA supply Information to help you use computers and other technology? ☐ ☐ ☐ ☐ ☐ ☐ 38 Appendix C –Member Survey Section 4: Questions Pertaining to Communication Methods 10 ASURA is interested in knowing your level of awareness of the following communication methods: Somewhat Aware Unaware Very Aware How aware are you of "Prime Times"? ☐ ☐ ☐ ☐ ☐ How aware are you of ASURA information E-mails? ☐ ☐ ☐ ☐ ☐ How aware are you of ASURA direct mailings (post office)? How aware are you of the ASURA website (http://asura.asu.edu)? How aware are you of telephone calls to/from the ASURA Office? ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ 11 ASURA would like your opinion on how important each of the following communication methods is in providing you with information: Not Important How important a source of information is "Prime Times"? How important a source of information are ASURA E-mails? How important a source of information are direct mailings (post office)? How important a source of information is the ASURA website? How important a source of information are telephone calls to/from the ASURA Office? Very Important Neutral ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ 12 ASURA would like your opinion on how well each of the following communication methods provides you with information: Not Very No Neutral Well Well Opinion How well does "Prime Times" supply you with the information you want? How well do E-mails from ASURA supply you with the information you want? ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ How well do direct (post office) mailings from ASURA supply you with the information you want? ☐ ☐ ☐ ☐ ☐ ☐ How well does the ASURA website supply you with the information you want? ☐ ☐ ☐ ☐ ☐ ☐ How well do telephone calls to/from the ASURA office supply you with the information you want? ☐ ☐ ☐ ☐ ☐ ☐ 39 Appendix C –Member Survey 13 ASURA is interested in your opinion on the frequency of two of its primary communication methods: About Too No Too Few Right Many Opinion How would you rate the frequency of ☐ ☐ ☐ ☐ ☐ ☐ "Prime Times"? How would you rate the frequency of ☐ ☐ ☐ ☐ ☐ ☐ E-mails? 14 How comfortable are you with each of the following technologies? Never Somewhat Use / Do Comfortable How comfortable are you sending / ☐ ☐ ☐ receiving e-mails? How comfortable are you browsing the ☐ ☐ ☐ web? Very Comfortable ☐ ☐ ☐ ☐ 15 ASURA is considering using Facebook as an additional means of communicating with members. To help us evaluate this, please tell us: No Yes I am an active Facebook user. ☐ ☐ I would like to receive information from ASURA ☐ ☐ via my Facebook account. Section 5: General Questions 16 I feel ASURA: Strongly Disagree Strongly No Agree Opinion Neutral Should do more activities on ASU's campuses. Should do more activities off campus. ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ Should focus activities on the Tempe Campus. Should spread activities around to all of the campuses. Is doing about the right number of activities. ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ 40 Appendix C –Member Survey 17 What interest might you have in the following event & travel opportunities with ASURA? No Some Strong Interest Interest Interest Local one-day trip to Arizona site of interest ☐ ☐ ☐ ☐ ☐ Local overnight trip to Arizona site of interest ☐ ☐ ☐ ☐ ☐ 3 – 7 day trip to site of interest in the ☐ ☐ ☐ ☐ ☐ Southwest or west coast Week long or longer trip to site of interest in ☐ ☐ ☐ ☐ ☐ the United States or Canada or Mexico International trip for one or two weeks ☐ ☐ ☐ ☐ ☐ International trip for three weeks or longer ☐ ☐ ☐ ☐ ☐ A picnic at a park with games, etc. for young ☐ ☐ ☐ ☐ ☐ and old An ASU tailgate party ☐ ☐ ☐ ☐ ☐ A Habitat for Humanity - ASURA volunteer ☐ ☐ ☐ ☐ ☐ group A wine and cheese get together ☐ ☐ ☐ ☐ ☐ A baseball outing ☐ ☐ ☐ ☐ ☐ A local casino visit ☐ ☐ ☐ ☐ ☐ Section 6: Demographic Questions 18 Numerical Demographic Information Age: Official Retirement Date Zip code of principle residence 19 Gender: ☐ Male ☐ Female 20 Do you receive e-mails from ASURA? ☐ Yes ☐ No 21 Have you attended an ASURA event within the past five years? ☐ Yes ☐ No 22 Please add on the back of this page any additional comments on how ASURA might better serve you. 41