JGS MANAGEMENT
Panel
Sponsored by the International Association of Jewish
Genealogical Societies
IAJGS Boston
4 Aug 2013
Jan Meisels Allen
Mark Nicholls
Marlis Humphrey
IAJGS Vice President
& Chairperson IAJGS
Membership Development
Committee
IAJGS Board of Directors
& IAJGS Membership
Development Committee,
Europe
IAJGS Membership
Development Committee,
US Southeast Region
www.iajgs.org
© 2013 International Association of Jewish Genealogical Societies
1
IAJGS Membership Development
Committee (MDC)
The IAJGS MDC has several responsibilities:
• Identify potential new members from existing organizations
• Help encourage the formation of new JGSs in areas where
there is a Jewish population and no existing JGS
• Enhance membership of existing member societies
• Help struggling member societies to survive
and grow.
www.iajgs.org
© 2013 International Association of Jewish Genealogical Societies
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Members of the MDC
Name
MDC Area of Responsibility
Jan Meisels Allen
IAJGS Vice President, President JGSCV (US West)
Daniel Dratwa
President, Cercle de Généalogie Juive de Belgique, [JGS
Belgium]
Barbara Hershey
President of JGS Oregon (US Pacific Northwest)
Marlis Humphrey
VP JGS Orlando (US Southeast)
Mark Nicholls
IAJGS Board Member [JGS Great Britain]
Carol Shkolnik
Member Board of Trustees, Columbus (Ohio) Jewish
Historical Society (US Midwest)
Janette Silverman
President, Phoenix JGS (AZ Jewish Historical Society) (US
Southwest)
Chuck Weinstein
Immediate Past President of JGS Long Island (US
Northeast/Mid-Atlantic)
www.iajgs.org
© 2013 International Association of Jewish Genealogical Societies
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IAJGS Member Benefits
• IAJGS 501(c)(3) Umbrella [US only]
• Group liability insurance policy [US only]
• GoToMeeting/GoToWebinar
• IAJGS Leadership Forum
• Assistance with society management problems
• IAJGS Public Records Access Membership Committee (PRAMC)
• Listed on IAJGS website and Membership materials
• IAJGS Newsletter Initiative.
• Collective voice of the international society
• IAJGS Management Sessions at the annual IAJGS conference
www.iajgs.org
© 2013 International Association of Jewish Genealogical Societies
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Survey Results
www.iajgs.org
© 2013 International Association of Jewish Genealogical Societies
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Survey Results
www.iajgs.org
© 2013 International Association of Jewish Genealogical Societies
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Programming
•
•
•
•
•
•
•
•
•
•
The following 11 slides will address multiple aspects of
programming:
Problems with creative programming
Attendance
Meetings vs. Internet
Resources
Sharing Programs
Where to find speakers
Defraying program costs
Technology options
Management Survey Suggestions
Publicity
www.iajgs.org
© 2013 International Association of Jewish Genealogical Societies
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Programming
Survey Results Stated Problems with Creative
Programming
Most stated they did not have problems
Those who said they had problems listed these:
• Topic Development
• Finding Speakers
• Paying For Speakers
• More Time at Meetings
• Mix of members between those who are new, advanced
and those who “completed” their research
www.iajgs.org
© 2013 International Association of Jewish Genealogical Societies
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Programming Cont’d
#1 Attendance: Getting People to the Meeting
Issues:
Time and place (afternoons vs. evenings)
Retirees vs. working people
Central location
Moving meeting places
What You Get at a Meeting vs. on the Internet
Learn, Share and Connect
Personal contact is very important
Interaction with Others
Ask an expert
www.iajgs.org
© 2013 International Association of Jewish Genealogical Societies
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Programming Cont’d
• Resources
Local Resources
•
•
•
•
Community colleges
History departments
Jewish programs
Museums [Judaica, holocaust]
Members As Resources
•
•
www.iajgs.org
Unique collections
Relating genealogical experiences
© 2013 International Association of Jewish Genealogical Societies
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Programming Cont’d
Sharing Programming
•
•
•
Regional programs with other JGSs
Regional Conferences [e.g. Europe]
Co-sponsorship with other Jewish
organizations- publishers, museums,
JCCs, synagogues and more
www.iajgs.org
© 2013 International Association of Jewish Genealogical Societies
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Programming Cont’d
Where to Find Ideas for Speakers
•
•
•
•
•
www.iajgs.org
Read JewishGen Discussion list for other JGS
meeting announcements
IAJGS conference speaker’s list see IAJGS.org for
archived seminar programs
http://www.iajgs.org/prior-seminars.html
IAJGS Calendar of Events
http://www.iajgs.org/members/calendar.html
Look at regional genealogy conferences (NE
Regional Genealogical Conference, Southern CA
Genealogical Jamboree, RootsTech, WDYTYA Great
Britain) FGS & NGS conference speaker’s list,
Genealogical Speakers Guild, Speakerpedia
APG speaker’s list
© 2013 International Association of Jewish Genealogical Societies
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Programming Cont’d
Help With Defraying Program Costs
•
•
•
•
•
www.iajgs.org
Charge members as well as guests a
minimum attendance fee for special
speakers
Apply for grants depending on topic
Solicit co-sponsors
Get complementary hotel rooms in
exchange for advertising in your
newsletter/website etc.
Work with local adult education facility for
use of computers for workshops
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Programming Cont’d
• Technology Options
Webinars—free resource
[Legacy Family Tree]
http://www.familytreewebinars.com/upcoming-webinars.php
[Ancestry.com]
http://www.ancestry.com/cs/us/videos
[GeneaWebinars—Dear Myrt]
http://blog.dearmyrtle.com/p/geneawebinars-calendar.html
www.iajgs.org
© 2013 International Association of Jewish Genealogical Societies
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Programming Cont’d
• Technology Options Continued
IAJGS GoToMeeting Membership Service
Requirements for Use:
• IAJGS Member in good standing
• WIFI Capability in meeting room
• Screen and projector
or
• In multiple individuals’ homes [must have
internet connection-wired or wireless]
• Contact IAJGS Webmaster
Daniel Horowitz
webmaster@iajgs.org
www.iajgs.org
© 2013 International Association of Jewish Genealogical Societies
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Programming Continued
Suggestions from IAJGS Management Survey
Most Successful
Workshops
Skilled and Prominent Speakers
Nuts & Bolts of Genealogy
Research Discussions
Technology for Genealogy
Members Sharing Brickwalls and Successes
www.iajgs.org
© 2013 International Association of Jewish Genealogical Societies
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Programming Continued
Suggestions from IAJGS Management Survey
Least Successful
Programs During Winter Months Due to Bad Weather
Field Trips
Programs on How to Do Own Genealogy
Poor Speakers/Narrow Topic Focus
Intergenerational Programs
Evening Meetings
General Meetings
www.iajgs.org
© 2013 International Association of Jewish Genealogical Societies
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Programming Continued
Publicity is part of ProgrammingGets Society Name Out Into the Community
• Build a contact database
• synagogues, Jewish organizations, libraries, genealogy and historical
societies, LDS Family History centers, Jewish Studies groups, city and
neighborhood newspapers, senior centers, on-line community
calendars, college Judaica programs, JewishGen Discussion group.
• Initially call all of them. Monthly, email them a press release or flyer for
posting
• Create pre-event publicity flier and press release and send
to contact base monthly.
• For special programs/speakers post event publicity
• Schedule outreach to key organizations, community
fairs etc.
www.iajgs.org
© 2013 International Association of Jewish Genealogical Societies
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Financial JGS Management
Basics
• Check book in society name-not individuals name
• Two signatures required on checks—3-4 authorized to
sign checks. For electronic banking who has
authority should be several board members
• Minutes reflecting who may have access to account;
reflection in minutes when removing people from
access-these may be required to be provided to
financial institution (check your country’s
requirements)
• When treasurer goes on vacation the check book
goes to another signatory
www.iajgs.org
© 2013 International Association of Jewish Genealogical Societies
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Financial JGS Management Cont’d
Budget is a planning document
Projected Revenues:
• Dues income
• Affiliate programs ( Amazon, Ancestry.com, FTDNA
etc.)
• Sales of printed materials
• Fairs and book sales
• Grants
• Gifts
• Gift Aid (i.e. UK donation to charity)
www.iajgs.org
© 2013 International Association of Jewish Genealogical Societies
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Financial Management Cont’d
Budget Cont’d
Projected Expenditures
• Facility rental and A/V costs
• Programming costs: speakers expenses,
honorariums, housing, handouts
• Publicity
• Postage/Telephone
• Donations: JewishGen, Synagogue where meet
• Government Taxes (varies by locality)
• Library
• Web domain/hosting
• Social media
• Refreshments
www.iajgs.org
© 2013 International Association of Jewish Genealogical Societies
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Financial Management Cont’d
Ways of Reducing Expenses
Barter with local hotel for room nights for speakers—
advertisement in your newsletter/website
Going Green-eliminate printed newsletter and mailings
Subscribe to TechSoup.org for technology products
and solutions & free learning resources are available to
all users
Alternate Sources of Revenues
Paid advertisements in your newsletter/website
Charge for workshops/seminars/special programs
Become an affiliate-marketing fees: Amazon, Ancestry,
FTDNA, Goodsearch, Kroegers, Flip-Pal and more
Establish special funds for library, programs, research
www.iajgs.org
© 2013 International Association of Jewish Genealogical Societies
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Financial Management Cont’d
501 (c) (3) US-Only
Consider becoming a 501 (c)(3) under IAJGS Umbrella
In order to qualify, a society must:
1) be a member of IAJGS in good standing
2) be eligible for exemption from Federal income taxes as a nonprofit educational organization under section 501(c)(3)
3) Not be a private foundation
4) Have a fiscal year ending on December 31st
5) Have a Federal employer identification number
6) Have written governing documents
a) if a corporation, articles of incorporation and bylaws
b) if unincorporated, a constitution, bylaws, or similar
7) Authorize IAJGS in writing to submit a request to IRS
www.iajgs.org
© 2013 International Association of Jewish Genealogical Societies
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ByLaws/Governing Doc/Constitution
• Every organization needs one
• Not everything needs to go into the bylaws-keep them
•
•
•
•
•
“bare bones” as difficult to amend
Size of board may vary e.g. 7-13
Companion document- Policy and Procedure Manualitems determined by the board and membership
Review Bylaws and P&P Manual every X number of years
Roberts Rules of Order—also state “not in conflict with
bylaws or any special rule adopted by the Society”
IAJGS Membership Development Committee preparing a
model for use that is adjustable for each society needs
www.iajgs.org
© 2013 International Association of Jewish Genealogical Societies
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Board Composition
• Board size should be workable-keep size to a minimum
• Officers: president, VP-programming; VP-membership;
treasurer; secretary (one or two –corresponding and
recording) some committee chairs or members at large
• Important functions can be but need not be board
positions: Webmaster/blog poster, social media
coordinator, publicity,
• Not all functions need be on the board- i.e. hospitality,
librarian etc.
www.iajgs.org
© 2013 International Association of Jewish Genealogical Societies
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Communications
Important to have several communication vehicles to
membership to keep them engaged and informed
• Newsletter/blog/facebook/emails
• Society’s own discussion group
• Website
• Use of digital tools-free
www.iajgs.org
© 2013 International Association of Jewish Genealogical Societies
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Google Voice
• http://tinyurl.com/kdmcl2e
www.iajgs.org
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Google Calendar
www.iajgs.org
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Dropbox
www.iajgs.org
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Survey Monkey
www.iajgs.org
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YouTube
• http://tinyurl.com/lm9dmtk
www.iajgs.org
© 2013 International Association of Jewish Genealogical Societies
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PayPal
1.
2.
3.
www.iajgs.org
© 2013 International Association of Jewish Genealogical Societies
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Survey Results
www.iajgs.org
© 2013 International Association of Jewish Genealogical Societies
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Survey Results
www.iajgs.org
© 2013 International Association of Jewish Genealogical Societies
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GoToWebinar & GoToMeeting
• Members who don’t drive at
night, spread over large
distance, etc.
• One-to-many
1. Group
Meeting
4. Remote
Attendees
• Board, Project Volunteers, etc.
• Many-to-many
• Option to include video (up
to 6) or (up to 26) voice
only (GTM)
2. Remote
Speaker
• With record, survey, poll (GTW)
• Build your prospect mailing list
• Meeting in North & South
Orlando
• 1 Group to 1 Group
www.iajgs.org
3. Satellite
Meeting
© 2013 International Association of Jewish Genealogical Societies
• Speaker in
Jerusalem, JGS
meeting in
Montreal
• One-toMany
• Video
option as
above
• Voice only
(up to 100)
(GTW)
35
Trends Impacting Your Society
Not Sure/None
6
11%
Economic
4
8%
Geographic
6
11%
Relevence
19
36%
Technology
18
34%
www.iajgs.org
© 2013 International Association of Jewish Genealogical Societies
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Trend #1 - Relevance
16
1.
2.
3.
4.
5.
14
14
12
10
8
6
Aging Membership / Attracting the Younger Generation
Increasing Interest In Genealogy
Increasing Time Constraints of Members
Partnership & Outreach
Competing for Resources/Members/Mindshare
5
4
4
3
www.iajgs.org
1
© 2013 International Association of Jewish Genealogical Societies
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1
Relevence
1
Local Records
Accessability & Non-…
1
Lack of Interest
Membership Retention
Declining Meeting
Attendance
Competing for
Resources/Members/Mi…
Partnerships & Outreach
Increasing Time
Constraints of Members
Increasing Interest in
Genealogy
Aging
Membership/Attracting…
0
1
Developing Broad Appeal
Programs
2
Brick Walls
2
AntiSemitism
2
2
37
Trend #2 - Technology
1.
2.
3.
4.
5.
8
5
www.iajgs.org
1
1
DNA
Social Media
Research as an
Individual vs.
Group
Participation
Using Technology
3
On-Line
9
8
7
6
5
4
3
2
1
0
On-Line
Using Technology
Research as an Individual vs. Group Participation
DNA
Social Media
© 2013 International Association of Jewish Genealogical Societies
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Attracting the Younger Generation
Briscoe Hall Consulting
www.iajgs.org
© 2013 International Association of Jewish Genealogical Societies
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Attracting the Younger Generation
Rule #1
“Change Your Mindset”
Rule #2
“Change Your Programming”
Rule #3
“Change Your Methods of
Engagement”
www.iajgs.org
© 2013 International Association of Jewish Genealogical Societies
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“Change Your Mindset”
1.Genealogy
1.Family History
2.Methods,
Dates, Names
2.Family Stories
3.FaceBook,
YouTube, etc.
Free
3.Membership
Dues
4.Network in a
Meeting
4.Engage OnLine, OnSmartPhones/
Tablets
Photo from “7 Ways to Bridge the
Millenial Divide” by Lois Zachary
Thought from Josh Taylor
www.iajgs.org
© 2013 International Association of Jewish Genealogical Societies
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“Change Your Mindset”
1.Genealogy
1.Family History
2.Methods,
Dates, Names
2.Family Stories
3.FaceBook,
YouTube, etc.
Free
3.Membership
Dues
4.Network in a
Meeting
4.Engage OnLine, OnSmartPhones/
Tablets
Photo from “7 Ways to Bridge the
Millenial Divide” by Lois Zachary
Thought from Josh Taylor
www.iajgs.org
© 2013 International Association of Jewish Genealogical Societies
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“Change Your Mindset”
1.Genealogy
1.Family History
2.Methods,
Dates, Names
2.Family Stories
3.FaceBook,
YouTube, etc.
Free
3.Membership
Dues
4.Network in a
Meeting
4.Engage OnLine, OnSmartPhones/
Tablets
Photo from “7 Ways to Bridge the
Millenial Divide” by Lois Zachary
Thought from Josh Taylor
www.iajgs.org
© 2013 International Association of Jewish Genealogical Societies
43
“Change Your Mindset”
1.Genealogy
1.Family History
2.Methods,
Dates, Names
2.Family Stories
3.FaceBook,
YouTube, etc.
Free
3.Membership
Dues
4.Network in a
Meeting
4.Engage OnLine, OnSmartPhones/
Tablets
Photo from “7 Ways to Bridge the
Millenial Divide” by Lois Zachary
Thought from Josh Taylor
www.iajgs.org
© 2013 International Association of Jewish Genealogical Societies
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“Change Your Programming”
1. Genchat on
Twitter

1.Lecture
2. Parade/Fair/Festi
val/Sports
Event/Book
Fair/Wedding
Home & Garden
Show
2.Lecture
3.Brick Wall
Session
4.Lecture
3. Video game night
or pizza night at
local library
4. Digital Projects:
Video, Audio,
Photo, Website
Photo from “7 Ways to Bridge the
Millenial Divide” by Lois Zachary
Thought from Josh Taylor
www.iajgs.org
© 2013 International Association of Jewish Genealogical Societies
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“Change Your Methods of Engagement”
• Outreach to youth groups
• Engage Jewish Studies
• Bring a Bubie or Zede
students
• Bright Futures Volunteers
• University Interns
Event
www.iajgs.org
© 2013 International Association of Jewish Genealogical Societies
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Volunteerism
Successful Efforts In Getting Volunteers
• Questionnaire to Members
• Approaching Members Individually by President/Board
Member
• Announcements at Meetings/Newsletter/Blog
• Signed Up with a Local Volunteer Center
• Asking Members To Take on Specific Tasks as They
Evolve
• Try a volunteer day?
www.iajgs.org
© 2013 International Association of Jewish Genealogical Societies
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Volunteerism Cont’d
Problems With Getting Volunteers
Most societies said they had problems
getting volunteers, were struggling,
advertising and direct approaches were
unsuccessful
www.iajgs.org
© 2013 International Association of Jewish Genealogical Societies
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Survey Results
www.iajgs.org
© 2013 International Association of Jewish Genealogical Societies
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Publicity/Outreach
Comments from the survey show concerns about reaching
out to potential new members:
• “Outreach to new people”
• “Outreach; we have 20% annual "natural" attrition rate so
we must constantly attract new members”
• “Outreach; just moved appointed Publicity Chair to VP for
Communications by By-Laws change”
• “Attracting new blood to membership”
• “Reaching a wider audience on regular basis”
www.iajgs.org
© 2013 International Association of Jewish Genealogical Societies
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Publicity/Outreach
Successful strategies for attracting new people included:
• Facebook
• Varied speakers programme
• Outreach to other Jewish organizations
• Workshops
• Attending or running large genealogical events
• Wide-ranging publicity in the Jewish community
www.iajgs.org
© 2013 International Association of Jewish Genealogical Societies
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Attendance at meetings
“What can we offer that they can’t get on the internet?”
What works:
• A good location
• Timing that meets the majority of people’s needs
• Quality of speaker and topic
• Selling the learning aspects of all lectures, ask an expert and
access to libraries
• Conversation is important – personal contact and workshops
• Basics of genealogy
• “Learn, Share, Connect”
www.iajgs.org
© 2013 International Association of Jewish Genealogical Societies
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Attendance at meetings
What doesn’t work varies from organization to organization
and location to location:
• The wrong time of year, particularly when people leave an
•
•
•
•
area
Too specific topic that has no general interest
Weather and travel issues
Lack of technical "how I did it" information in lectures
People talking about their personal research
www.iajgs.org
© 2013 International Association of Jewish Genealogical Societies
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Survey Results
www.iajgs.org
© 2013 International Association of Jewish Genealogical Societies
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Survey Results
Q19. Weighted Responses
www.iajgs.org
© 2013 International Association of Jewish Genealogical Societies
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Survey Results
Q19. Weighted Responses
www.iajgs.org
© 2013 International Association of Jewish Genealogical Societies
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Survey Results
Q19. Weighted Responses
www.iajgs.org
© 2013 International Association of Jewish Genealogical Societies
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Survey Results
Q19. Weighted Responses
Lowest scoring responses were:
www.iajgs.org
© 2013 International Association of Jewish Genealogical Societies
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Your Board’s Strategic Response?
Trend #1 - Relevance
1. Aging Membership /
2.
3.
4.
5.
Attracting the Younger
Generation
Increasing Interest In
Genealogy
Increasing Time
Constraints of Members
Partnership & Outreach
Competing for
Resources/Members/Minds
hare
www.iajgs.org
Trend #2 - Technology
1. On-Line
2. Using Technology
3. Research as an
Individual vs. Group
Participation
4. DNA
5. Social Media
© 2013 International Association of Jewish Genealogical Societies
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JGS’s Response to Trends
• We’re not.
• We are passive
because those
trends are out of
our control.
www.iajgs.org
• Working at it –
but making slow
progress – trying
to keep up.
© 2013 International Association of Jewish Genealogical Societies
• Helping board
members learn new
tools.
• Lower membership
fees.
• Outreach to young &
new through new
venues (fairs) & topics
(DNA).
• Monthly mentoring
• Involving the kids &
parents will follow.
• Partnerships for
programming.
• Creating richer Internet
presence.
60
Strategic Plan Context
JGS Mission
Membership
Programs/Events/Projects
Committees
Board of Directors
Committees
Operating Procedures
Bylaws
Effectively Delivering on the Society Mission
www.iajgs.org
© 2013 International Association of Jewish Genealogical Societies
61
Mission:
Guiding Principles:
Who We
Serve:
Where We Are Now:
www.iajgs.org
How We Get There:
Where We Want To Be:
© 2013 International Association of Jewish Genealogical Societies
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Strategic Planning Process
 Trends
 Stakeholder
Needs
 Society
Benchmarks
 Organizational &
SWOT
 Importance
Assessment
 Relevance
 Key Program
Assessment
1. Collect
&
Review
Data
www.iajgs.org
 Mission, Vision,
Guiding
Principles
 Goals (program,
operational, financial,
administrative, governance)
 Priorities
3. Decide
• Program Assessments
• Objectives
2. Analyze
&
Discuss
© 2013 International Association of Jewish Genealogical Societies
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Trends – Genealogists
1. Technology: Webinars, Social Media, YouTube
2. Record Accessibility
3. Popularization by Media & Proliferation of
“Whole Universe Family Tree”
4. Closing of Libraries and Archives
5. DNA
Trends - Societies
1. Decreasing Memberships
2. Using Technology
3. Difficulty Finding Programs
4. Growing # of 21sters
Mission: TO INSPIRE AND PROMOTE AWARENESS AND APPRECIATION
OF GENEALOGY, FAMILY HISTORY, AND FLORIDA HERITAGE.
Guiding Principles:
•
•
•
•
•
Who We
Serve:
Historical records must be collected and preserved.
Resources and knowledge must be shared.
Education is the key to sound genealogical research.
Collaboration within the genealogical community is essential.
Strong leadership and volunteering are essential to success.
Where We Are Now:
• Genealogists
P,B,E
• FSGS
Members
• FL
Researchers
• Non-FL
Researchers
• Societies
• Libraries
• Students
• Speakers
• Heir
Researchers
Reference: Thought Leader (TL)
Questionnaire, Member-Non Member
(MNM) Survey, Society Management
Critical
(SM) Survey, Board Survey (BS)
Perceptions: BS: Q20; MNM: Q5
Success
Factors
Unmet Needs: BS: Q18-19; SM:
Q Biggest Challenge & Where Can
FSGS Assist You the Most; TL: Q2-3;
BS: Q21-23; MNM: Q6-8
SWOT: BS: Q30-31; BS: Q32-33;
TL: Q5
Key Issues: BS: Q25-29
How We Get There:

Strategic Initiatives:
1. Marketing
2. Resources/Tools
3. Governance
4. Conference
5. Education/Speakers
6. Pioneers
7. Revenue Streams
Where We Want To Be:
Vision Statement:
FSGS provides leadership and
resources for:
• Education of current and
future genealogists and
family historians
• Identification, collection,
preservation and
dissemination of Florida
historical records
Enabled through a network of
individual members and Florida
societies.
On-line Tools For Management
IAJGS items on website
Organizational Material - Use these documents to help you set up your
society and promote membership.
• JGS Programming PowerPoint v. 2011)
• Legislative Tool Kit For Records Access
• Conference Planning Guide
• Promote and Market Your Society
• IAJGS "Create a Local JGS" Manual
• JGS Membership Retention Presentation
• Template for Membership Brochure
• Start a JGS to Find the Past (article)
• IAJGS Ethics for Jewish Genealogists
• Guidelines for Effective Brainstorming
www.iajgs.org
© 2013 International Association of Jewish Genealogical Societies
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On-line Tools For Management
IAJGS items on website
• JGS Programming PowerPoint v. 2011)
During the IAJGS 2011 International Conference on Jewish
Genealogy in Washington DC, IAJGS presented a very
successful session on JGS Dynamics of Innovative
Programming. This session was developed to help JGS
leaders with management of their society. We encourage
you to download it for use with your society.
www.iajgs.org
© 2013 International Association of Jewish Genealogical Societies
66
On-line Tools For Management
IAJGS items on website
• Legislative Tool Kit For Records Access
An on-line webinar delivered by Jan Meisels Allen,
covering:
•
•
•
•
•
•
•
How a Bill Becomes a Law: Federal
Government Legislative Websites
Google
IAJGS Website
RPAC Website
How a Bill Becomes a Law- US Congress
Lexis/Nexis-short and to the point
www.iajgs.org
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IAJGS items on website
• Conference Planning Guide
This file is reserved to all leaders of Jewish Genealogy
Societies, to get access to it, please contact our
webmaster.
All future International conferences will be run by IAJGS or
co-sponsored by IAJGS. This guide is still valuable for
anyone planning their own conference or acting as a cosponsor.
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IAJGS items on website
• Promote and Market Your Society
Societies can advertise their activities in many ways, as this
article demonstrates.
Promoting and marketing your society sends a strong message
to others in your community. These are people who may not
know there is a society, have never considered genealogy as an
interest, and who may be considered potential society members.
The society must have either an individual or a committee
responsible for Marketing and Public Relations. A detailed
contacts database is essential, including print and other media
contacts, synagogues, schools and other Jewish community
institutions.
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IAJGS items on website
• IAJGS "Create a Local JGS" Manual
• Who Should You Target for Membership?
• Creating Your New Society
• Administrative Details for Organization
• Program Planning
• Publicity
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IAJGS items on website
• JGS Membership Retention Presentation
During the IAJGS 2009 International Conference on Jewish
Genealogy in Philadelphia, IAJGS presented a very
successful session on Membership\Membership retention.
This session was developed to help JGS leaders with
management of their society.
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IAJGS items on website
• Template for Membership Brochure
A useful document providing the basics for creating a
brochure to give to potential new members.
Includes details of the society, resources, membership cost
and an application to join.
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IAJGS items on website
• Start a JGS to Find the Past (article)
An article by Carol Davidson Baird from 1997 on the
reasons for starting a JGS, still very relevant today and to
be read in conjunction with the Create a Local JGS manual.
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IAJGS items on website
• IAJGS Ethics for Jewish Genealogists
Ethics are crucial in genealogy and as the preamble to this
tool says:
“All human endeavors are capable of corruption and it is
therefore appropriate to institute mechanisms to safeguard
against behavior that is inimical to the common good. It is
felt that the IAJGS should give the lead in setting standards
of behavior as applied to the world of Jewish genealogy.”
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IAJGS items on website
• Guidelines for Effective Brainstorming
The purpose of a brainstorming session is, through group
participation, to generate as many ideas as possible to
address an issue or opportunity, and then decide on the
best ideas for follow-up action. Consider substituting a
brainstorming session for one society board meeting each
year, and then setting aside some time at subsequent
meetings to discuss implementing the best ideas.
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FGS Series Strategies
Series I: Strategies for Societies
Series II: Strategies for Presidents
Series III: Strategies for Vice-Presidents
Series IV: Strategies for Treasurers
Series V: Strategies for Secretaries
Series VI: Strategies for Program Chairpersons
Series VII: Strategies for Librarians
Series VIII: Strategies for Editors
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FGS Series Strategies
Series I: Strategies for Societies
• S1-1: Legalities of Establishing a Society (Kaufman)
• S1-2: The Policy and Procedure Manual (Kaufman)
• S1-3: The Society Newsletter (Luebking)
• S1-4: Projects for Fundraising (Luebking)
• S1-5: Community Service Projects (Luebking)
• S1-6: How to Run an Election (Carter)
• S1-7: A First Families Project (Graham)
• S1-11: Long-Range Planning (Rencher, Witcher & Warren)
• S1-12: Is There an Office in Your Society's Future? (Rencher)
• S1-13: Now That You've Attracted Those Members, Keep Them! (Slater-Putt)
• S1-14: Get the Word Out! Hints for Publicity Chairs (Swisher)
• S1-15: Volunteers: Finding Them & Keeping Them (Clifford)
• S1-16: Creating Society Archives (Rubeck)
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FGS Series Strategies
Series I: Strategies for Societies
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S1-17: The Society in Crisis! (Slater-Putt)
S1-18: Creating a Member Handbook (Frelinger)
S1-19: Time Management (Slater-Putt)
S1-20: A Publication Strategy for Societies (Clifford)
S1-21: Installation of Officers (Lindley)
S1-22: Editing and Proofreading Society Publications (Freilich)
S1-23: Five Steps to Organizing a Society (Luebking)
S1-24: Put Your Best Foot Forward: How Small Societies Get Noticed (Broglin)
S1-25: Access to Public Records: One Person Can Make a Difference
(Rencher)
S1-26: Growing Your Society: An Outline of Ideas (Broglin & King)
S1-27: A Society Project: GPS Locating Cemeteries - Making Cemeteries Easy
To Find (Kniebes)
S1-28: When Disciplinary Action is Required: An Outline of Procedure (King)
S1-29: Delegate ABCs (Broglin & Luebking)
S1-30: A Genealogist's Call to Legislative Action (King)
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FGS Series Strategies
Series II: Strategies for Presidents
• S2-1: A Strategy for Legislative Change (Brissee)
• S2-2: Planning & Conducting Meetings (Kaufman)
• S2-3: Leadership Styles (Rising)
• S2-4: A Lakeside Retreat (Norris)
• S2-5: Boardsmanship! Nine Principles (Norris)
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FGS Series Strategies
Series IV: Strategies for Treasurers
• S4-1: Preparing a Budget (Rencher)
• S4-2: Does Your Society Need Insurance? (Mokotoff)
• S4-3: Incorporation and IRS Regulations (Emmert)
• S4-4: Maximize Your Volunteer Donations (Trindle)
• S4-5: Bookkeeping 101 for Genealogical Societies
(Trindle)
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FGS Series Strategies
Series VI: Strategies for Program Chairpersons
S6-1 & 2: Seasonal Program Ideas (Luebking)
S6-3: Multi-Track Programs (Broglin)
S6-4: When Your Speaker is Your Program (Allen & Rising)
S6-5 & 6: Planning Successful Seminars & Workshops (Hatcher)
S6-7: Perfecting the Art of Planning a Local Seminar (Finley)
S6-8: Summer Camp for Genealogists (Freilich)
S6-9: Increasing Attendance at Your Seminar or Conference
(Warren)
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GeneaWebinars
News about upcoming hangouts, meetings and webinars offered throughout the online
genealogy community at - http://blog.geneawebinars.com/p/calendar.html
Examples:
• Friday, August 9 - 10:00pm #genchat: Continuing Education
• Sunday, August 11 - 8:00pm Mastering Genealogy Proof - a DearMYRTLE Hangout On
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Air
Monday, August 12 - 12:00pm Mondays with Myrt - Hangout On AirMondays with Myrt Hangout On Air
Tuesday, August 13 - 2:00pm Mining the Records of the Federal District Courts by
Mark Lowe, CG
Tuesday, August 13 - 9:00pm Getting to Here from There: Following your Ancestor's
Migration Trail (Presenter: J. H. "Jay" Fonkert, CG)
Wednesday, August 14 - 2:00pm Digital Research Guidance, Research Logs, and To
Do Lists: FamilySearch, Research Wiki, and Legacy FamilyTree by Geoff Rasmussen
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JGS MANAGEMENT
Q&A
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