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Membership Handbook © American Institute of Building Design, 7059 Blair Rd NW, Suite 201, Washington DC, 20012 Page 2 of 28 TABLE OF CONTENTS Page 5 Keys to Increasing Membership Page 10 Recruiting New Members Page 28 Processing New Members District Directors: Eastern District Director, Membership Chair Paul R. Cole, CPBD The Home Design Company 1841 Ribaut Road, Suite B Port Royal, SC 29935 (843) 525-1727 Central District Director Alan Kent, CPBD Kent & Kent Building Designers 2900 Wilcrest, Suite 120 Houston, TX 77042 alan.kent@aibd.org (713) 977-0777 Western District Director Election to be held January 21, 2009. Meanwhile, please send all inquiries to the AIBD national office: 7059 Blair Road NW, Suite 201 Washington, DC 20012 info@aibd.org (800) 366-2423 © American Institute of Building Design, 7059 Blair Rd NW, Suite 201, Washington DC, 20012 Page 3 of 28 You have now taken on the single most important task of your organization, Membership . Membership is the life or death of any organization. When I think aboutmembership, a famous quote comes to mind. A man once said, "We have strength in numbers." For large corporations and state or even national legislature to distinguish our organization from others, we need to have that strength reflected in strong membership numbers. Take, for instance, the NAHB (National Association of Home Builders). The NAHB can control and fight legislation to change the face of our nations building industry because their membership is so strong. We hope to, one day, have the same membership numbers as the NAHB, if not greater. At our annual convention in San Diego (July 2000), your Board of Directors voted to enact the revolutionary “ Compass Club” membership-recruiting program. The CompassClub program is very similar to the “Spike” program, which is administered by theNAHB. We will talk more about the Compass Club later.Every day each of our members, from the newest member, to our National Executive Director, needs to be recruiting. We all know someone that can benefit from being a member of our organization, and we all know the benefit of having them as members. It is your task to guide your societies’ members to be the recruiters for our organization. This handbook has been developed to help you in setting up your societies’ membership program. If you have anything that has worked for you in the past, please forward it to the membership coordinator at the national office, so we can share it with the other membership chairs. Membership should be our MAIN focus if we want to grow."The MAIN thing, is to know the MAIN thing,and to keep the MAIN thing, the MAIN thing"© American Institute of Building Design, 7059 Blair Rd NW, Suite 201, Washington DC, 20012 Page 4 of 28 AIBD has 3 basic types of membership: Professional General Allied Please refer to your National Bylaws and Book of Rules to learn more about these types of memberships and the rules governing those. © American Institute of Building Design, 7059 Blair Rd NW, Suite 201, Washington DC, 20012 Page 5 of 28 Because our Membership is so important to us, lets look at a number of different things you can be doing to help increase our membership numbers. On the following page is our “10 Keys to Membership” that was introduced to the societies during the 1999-2000 winter meeting. These 10 items are essential to increasing our membership numbers. Please feel free to add to this list and send your suggestions to us. 10 KEYS TO INCREASING MEMBERSHIP 1. You must have a membership chairman. This is an organization of volunteers. Havesomeone pick up this task. The president can not do their job well and also be membership chair. 2. Set up a tracking system. This tracking system can be a notebook, spreadsheet, ACTor Access database, or any other means of staying in contact with these potential members. (See the "AIBD Membership Correspondence Form") 3. If they have an e-mail address, set up a database or address book so that you can email them periodically as to the activities that you have going on. 4. Contact the prospective members within a couple of weeks (with a phone call). You can e-mail them within hours, but then follow up with that personal touch. 5. Divide your society into quadrants and have someone be the local AIBD contact. 6. Put together a postcard to let your prospects know when your next "application review”will be held. (See the "Reminder Postcard") 7. Get all prospects on your societies’ mailing list. 8. Increase your affiliate member roster. These guys are great word of mouth for oursociety. 9. Have informative and interesting meetings. Be sure and have time set in youragenda for new & prospective members to network with your members 10. Most of all…everyone needs to prospect and recruit…. whether new society members or affiliate members. If everyone were to bring in just 1 member we would double our membership! © American Institute of Building Design, 7059 Blair Rd NW, Suite 201, Washington DC, 20012 Page 6 of 28 “Compass Club Program” This program has become our key to growing our organization's membership. By recognizing those members that work so hard for our organization, we hope to get more members involved. This program will be under continual development. We would like to thank SoftPLAN ÔArchitectural Systems for being our primary sponsor for this program. Please inform us of any recommendations you have that will help to make this program a success. Purpose: To recognize members who actively recruit new members to AIBD.Scope: Members will be given points based on the number of members broughtinto the organization as follows: 2 pts Professional Members 1 pt All other membership categories The Compass Club program is not retroactive and starts October 1, 2000.Rewards: Members will accumulate rewards as follows: 1 point Member receives an AIBD ball cap. (first point) 5 points Member will receive a bronze “compass” pin to be placed on their name badge. 15 points Member upgrades to a silver “compass” pin. 25 points Member upgrades to a gold “compass” pin. 50 points Member upgrades to a gold and diamond “compass” pin and will be recognized at the year end meeting and will become a member of the “President’s Compass Club”. In addition to the point system, new and excelling "Compass Club" members will be recognized in every issue of Design Line magazine. Also, each year, at the year-end meeting, the member who has successfully recruited the most members will be given a special award and recognized at the awards banquet. © American Institute of Building Design, 7059 Blair Rd NW, Suite 201, Washington DC, 20012 Page 7 of 28 Compass Club Tracking Form Reporting Quarter _________________ District Director Reporting: -District Director to fill out upon receipt of applications -This form should be faxed to the Membership Coordinator at National no later than the 5th of each month. Society Reporting: This form should be used to track Club membership for your records in the event a dispute should arise regarding club accounting. Date Sponsor Applicant Society Pts Comments © American Institute of Building Design, 7059 Blair Rd NW, Suite 201, Washington DC, 20012 Page 8 of 28 “3-4 Free” The “Three for Free” program was introduced by David Kent in 2002. This program is a key recruiting program that recognizes those members who put forth the extra effort to pass the word of AIBD to other designers and follows up with them until they join. This is a financial reward to the recruiting member, where the “Compass Club” program is a visible program to the membership with the different pin levels. This program rewards the recruiting member by having their national dues paid if the recruit three (3) Professional-level members in one calendar year. The National office suggests to thesocieties that they join the program by also waiving the society’s dues as well. In 2007, Robert Murphy moved to revise the “Three for Free” program to include the point system used by the “Compass Club” program. Now, when a member recruits one Professional Member two points are issued and when a member recruits one General Member one point is issued. When a member accumulates six points in one fiscal year (July 1 to June 30), their next calendar year’s national dues are waived. The “Compass Club” and the “Three for Free” programs, should be promoted at every meeting to be assured that all members are aware and can take advantage of the recognition and financial rewards. Please forward any membership recruitment programs that you have that are working to the National Office so that we can share them with all the societies. © American Institute of Building Design, 7059 Blair Rd NW, Suite 201, Washington DC, 20012 Page 9 of 28 25/25 Society Recruitment Program The 25/25 program gives societies and at-large districts the opportunity to reduce their 2009 national membership investment up to $100! At the 2007 AIBD National Convention in Boston, the South Carolina Society was the first to receive the 25/25 award for new Professional Member recruitment. Here is how members are be rewarded: In addition to all of the existing reward programs, societies and at-large members collectively within their respective districts who have recruited a net growth of at least 25% in Professional Members between July 1, 2007 and June 30, will be recognized by having their next calendar year's national dues reduced according to the following schedule: _ 25% of net increase - award a $25 reduction in annual dues to each Professional Member of the society or at-large members within a district. _ 50% of net increase - award a $50 reduction in annual dues to each Professional Member of the society or at-large members within a district. _ 75% of net increase - award a $75 reduction in annual dues to each Professional Member of the society or at-large members within a district. _ 100% of net increase (or more) - award a $100 reduction in annual dues to each Professional Member of the society or at-large members within a district. All societies, large and small, and at-large members within a district are encouraged to get behind this recruitment program and promote it to their contemporaries. Societies with 100 members have 100 recruiters available to reach the design community in your region. It only takes each Professional Member recruiting one new Professional Member to earn a $100 national discount for their group; provided all existing Professional Members renew their membership too. Remember, the upgrading of a General Member to Professional status counts too! If everyone works on this, great things will happen for both the regional and the national standing of AIBD. There is strength in numbers and the design profession is becoming a more complex discipline to practice. The 25/25 program not only helps to grow AIBD but also helps those new members brought into AIBD. © American Institute of Building Design, 7059 Blair Rd NW, Suite 201, Washington DC, 20012 Page 10 of 28 Why is it important to recruit new members? • Associations lose 15-20% of their members each year due to retirement, careerchange, unemployment and other economic reasons, lack of employer support, or dissatisfaction. • Organizations must grow in order to survive and thrive.In order to show positive growth there must be more than 20% recruitment each year. Without growth, the AIBD will loose its position as our industry’s leader. Without instruction and a plan of action, this can seem like an enormous task to accomplish year after year. This guide will provide step by step instructions on how to recruit new members and suggest methods in which to motivate them to continue to renew. First, to effectively recruit new members, it is important to first understand why it is people join associations: to solve problems, meet social and economic needs, and finally to protect their right to do business. Solve Problems Education Presently, there are no there are no formal degree programs exclusively devoted to the practice of residential design. The AIBD provides outstanding opportunities for basic and advanced learning at both the society level and the national level. If your society is not providing regularly scheduled education for its local membership, a huge opportunity is being missed for recruiting new members and retaining those you already have. Due to its colossal importance to every technical field today, education must be the first and foremost benefit provided for association members. Those who strive to be the best in their field will seek out organizations that are successfully filling this need. It is for that reason, that the AIBD has a continued education policy for its members and is seeking to establish the largest residential design CE Provider Program offered in America. Knowledge Knowing what is happening regularly and timely is essential in today’s business world. The AIBD provides a quarterly publication and a monthly online newsletter in an effort to keep members up to date with industry issues, codes, accomplishments and goals. Develop Best Practices Because there are exemptions in the architectural laws, it is the responsibility of those in the discipline of building design to set their own standards. Therefore, the AIBD is the foremost authority in setting standards for practice, design and ethics in the residential design disciplines. It is the goal of our organization to position its members in the marketplace as the experts in residential design © American Institute of Building Design, 7059 Blair Rd NW, Suite 201, Washington DC, 20012 Page 11 of 28 Advice, Council, Feedback Participating in the AIBD internet list serve or by attending state and national meetings, members can obtain a plethora of advice on issues that face business owners and employees on a daily basis. There are also opportunities, through networking, for strategic partnerships between members for information, projects, or referrals. Policies, Laws, Regulations The AIBD national website, as well as, society websites, provides links to local and state governments for members to research laws and regulations in nearly every state. In addition, the AIBD as a whole, contracts with a national legislative watchdog to monitor state bills as progress through their respective house and senates. Specific keywords provided by the association are used to tag those bills that may be a threat to the home design industry. Product Support A corporate member program makes it possible for members to obtain drawing samples, templates, software, specifications and many other resources need to specify the most desired products and styles in today’s housing. Many of the corporate members provide special discount programs for AIBD members. To inquire and take advantage of these programs, contact the AIBD national office. Meet Social Needs. Networking Many members find networking with other professionals in their field helpful for their personal confidence and motivation. Knowing that other business owners and employees are sharing similar issues is comforting and informative. Learning how to foresee problems and pitfalls can give someone the tools, knowledge and courage to continue on, even during troubling times. In fact, actual business partnerships have been formed between AIBD members as a result of the networking opportunities that have been offered. Belonging The AIBD is forging new territory in the field of education for, and the profession of, residential design. Some people find it rewarding to be a part of something that represents a greater good. Sharing the feeling of accomplishment and celebrating with others can be reason enough for many to be involved. © American Institute of Building Design, 7059 Blair Rd NW, Suite 201, Washington DC, 20012 Page 12 of 28 Meet Economic Needs Employment Members find the AIBD as a source for employment, some for themselves, others for their businesses. Also, members have joined together to partner on certain projects, both in their local area and long distance. In addition, being an AIBD member may brings with it credentialing that could attract the top employees to a firm or give employees an edge in a competitive job market. Existing employees could gain well desired recognition and reward if joining and participating in the AIBD. Win a Contract The professional mindset and credentialing provided by the AIBD can make a firm the top choice of homeowners, builders and developers when choosing a designer. Also, members receive referrals from national advertising, building shows, and society websites. This type of exposure provides qualified leads that otherwise would not have found their way to the desk of just any designer. Limiting Personal and Business Liability Despite the association's efforts to set high standards for design and standards, errors and omissions can happen. Any professional can be sued for an error or omission. Even the most diligent designer can be held liable or be sued for a professional mistake. The AIBD has negotiated with underwriters who understand the exposure involved with light commercial and residential design. As a result, the association works to maintain the most reasonable policies available to the industry. Exposure and Recognition The AIBD partners with many other nationally recognized associations, organizations, and corporate entities. Regularly these parties mention their affiliation with, or sponsored events for, the AIBD in press releases, articles, and brochures. AIBD events themselves gain national notoriety and exposure through building shows, publishers, and show house developers. The continued exposure received through partnerships with others creates confidence in the organization as a whole. This confidence is evident in corporate sponsorships and client inquiries. Protect the Right to do Business From time to time, there are issues that arise that can threaten the ability for a Building Designer to do business freely. In those times, the AIBD provides advocacy in behalf of its members at local building departments, state and federal governments, and in the building code arenas. In addition, the AIBD provides forms and sample documents that can help when formulating a business relationship with clients and other AIBD members. © American Institute of Building Design, 7059 Blair Rd NW, Suite 201, Washington DC, 20012 Page 13 of 28 Understand Your Market Membership surveys: questionnaires Studying the experiences, talents and abilities of the existing membership will give a recruiter a great snapshot of what type of person would be interested in also becoming a member. Of course, there are exceptions to every rule, however, when recruiting a potential member, that prospect may feel more comfortable knowing that they may have much in common with others in the association. The most recent membership survey done within AIBD produced the following results: 30.5 9.8 24.8 7.3 21.3 6.3 0 5 10 15 20 25 30 35 % Education Bachelor's Degree Graduate Degree Some College High School Vo-tech Degree Other 85.4 14.6 0 20 40 60 80 100 % Owner Profile Owner Employee 8.6 9.9 21.5 60 0 10 20 30 40 50 60 % Experience 10 yrs. Or less 11-15 yrs. 16-20 yrs. More than 20 yrs. 61.7 61.4 33 25 25 9.7 6.5 4.6 0 10 20 30 40 50 60 70 % Locations for On-the-Job Training Contractor Architect Engineer Developer Other Governmental Int. Designer Plan Publisher © American Institute of Building Design, 7059 Blair Rd NW, Suite 201, Washington DC, 20012 Page 14 of 28 These statistics are just a sample of the many questions asked when the AIBD produces a member questionnaire. Each state society should also create questionnaires to better learn the characteristics of members in their region. The information can also be helpful in attracting potential corporate allied members. Membership Analysis: database 43.9 34.9 30 28.4 18.3 8.1 2.8 0 10 20 30 40 50 % Work Settings if Employeed Architect Contractor Building Designer Developer Other Manufacturer Plan Publisher 9.1 19 5.3 18.9 2.7 17 0 5 10 15 20 % State Society AIBD National Other Participation in Competitions Frequently Occationally 157.1 100.4 24.4 22.7 22.2 15.1 0 50 100 150 200 % Ave. No. of Residential Units Designed Yearly Publishing Tract Speculation Multifamily Custom Remodeling © American Institute of Building Design, 7059 Blair Rd NW, Suite 201, Washington DC, 20012 Page 15 of 28 Another means to track membership characteristics, without asking directly through surveys, is to document the sources and numbers of membership inquiries and new members each month, quarter, or fiscal year. For example, the first quarter of the 2005/2006 fiscal year produced the following results by the national office: Membership Report: Prof. Members 6/30/05 Total Members 6/30/05 Prof. Member 9/30/05 Allied Member 9/30/05 General Members 9/30/05 Student Members 9/30/05 Retired Members 9/30/05 Total Members 9/30/05 Prof. Member Growth Total Member Growth 714 1201 735 62 305 71 54 1239 4.62% 3.16% Inquiry Report Quarterly Total Inquiries Referrals from AIBD Members Hanley Wood Publications Other Publications Web Site Other 78 25 36 2 2 11 As you can see from the reports, a large percentage of the inquiries come from within our association itself. That exemplifies the importance of this manual. Also, keep in mind that these figures only represent the leads that are generated through the national office. There are countless other leads that are generated within the state societies that are never accounted for. It is imperative that each society keep records of theirinquiries and report them to the national office. Not just the totals and sources, butalso the names, addresses, phone numbers, and emails. Without the records of each state society, the national office cannot adequately report to the National Board of Directors the successes of the membership recruitment programs. Develop a plan. Step 1: Set goals © American Institute of Building Design, 7059 Blair Rd NW, Suite 201, Washington DC, 20012 Page 16 of 28 In the words of Paul J. Myer, founder of Success Motivation Institute, “If you are not experiencing the progress you would like to make, or are capable of making, it is simply because your goals are not clearly defined.” A goal is the desired result. Whereas a plan is the actions needed to accomplish that result. To be effective, a goal must have four critical characteristics; it must be written, it must be specific, it must have a deadline, and it must be formulated in a positive manner. It is not acceptable to simply say, “We will recruit more members.” What kind of members? How many specific members, and, by when? Examples of membership recruiting goals may be: Results oriented. • We will recruit ___ new professional members each month.• We will recruit ___ new corporate members each month.• We will recruit ___ new student members each month.Activity oriented. • We will hold ___ new organizational meetings each month.• We will send ___ emails each month.• We will send ___ postcards each month.• We will make ___ phone calls each month.• We will send ___ letters each month.• We will locate ___ new prospects each month.• We will send ___ invitations to the next meeting to new prospects.Step 2: The Plan The goal tells where we are to be and when we are to get there. The plan explains step by step the pathway in which to take along the journey. Like a pilot without a flight plan, or a builder without construction documents, no one cannot reach their final destination, or complete their project with any accuracy, without a plan. Identify target populations – prospects.• Existing Members – Ask each member at the every meeting to list to or threeprofessionals or corporations that they feel would benefit from being a member. Put the names of those who provide leads in a hat at the end of the meeting and hold a raffle for a small door prize. • Yellow Pages and Business Listings – Creating prospect lists these days areeasier than ever with the help of the internet. Simple do business listing searches, or, purchase names from an already established mailing house. • Local Building Officials – While doing business in certain towns, cities andcommunities, take time to get to know the officials of those jurisdictions. As they learn about the association and have good experiences with working with the members, plan reviewers and building officials will become a great source for prospects. • Universities, Colleges and Trade Schools – The best method to reach students isto go to the institutions they are attending. Contact the department heads and volunteer © American Institute of Building Design, 7059 Blair Rd NW, Suite 201, Washington DC, 20012 Page 17 of 28 to come and speak briefly to the most advanced class each session. At the end of this manual is the text from a publication produced by the national office titled, “What is a Building Designer”. Use that as the outline for your talk, or follow it word for word. Prepare a talk that is 10 to 15 minutes and share a number of personal experiences of how rewarding a career as a building designer has been for you. Bring with you you’re a copy of your favorite architectural book to give away at the end of the talk. When you finish your presentation, invite everyone to participate in a raffle for the book. Pass out blank business cards (they can be purchased at an office supply store) or blank 3x5 cards. Ask that everyone write they’re name on their card. That qualifies them for the raffle. Then invite those who want to be sent more information about the AIBD to also include their mailing address and/or email address. • Local Business People. Ask those you come in contact with; builders, bankers,realtors, etc.; “Who do you know that is preparing building plans?” And, “Who do you know that sells construction materials and products?” Local associations like the Kiwanis, Lions, Home Builders, Realtors, Boy Scouts, etc. hold monthly meetings. Learn where and when those meetings are held and volunteer to be a guest speaker. Prepare a talk and hold a raffle similar to the one with the students. However, a gift certificate purchased from the restaurant that the meeting is customarily held at might make a better prize. Instead of getting names, phone numbers and email addresses, get the participants to right their names (qualifying for the raffle) and the names of two or three leads that might be interested in becoming members; i.e. professional, corporate and student. Develop value propositions The reasons why someone becomes involved in an association were described earlier. Study those items and develop, in your own words, a script that explains how your Society meets those needs. This task serves two purposes. First, the act of writing down a thought helps you develop your ideas while creating a record that can be accessed at a later date. Second, it provides a very important analysis of whether or not your local Society is fulfilling the needs of professionals who join associations. Why should they join AIBD and your Society? o Consider your brand – what do you represent? Does it need to change?o Consider how you promote the Society, and how you market your benefits? Dothey need to change? o Consider your meeting schedule mix – what do you provide? Does it need tochange? o Consider your place – where do you meet? Does it need to change?o Consider your dues. Do they need to change? (Remember, cheaper is notalways more desirable for professionals looking for recognition) Develop action alternatives. o Promotion:o Change brand or the Society present actions if necessary.o Develop email, direct mail, telemarketing, and VIP visit campaigns.o Conduct membership drives.o Product:o Replace quarterly full-day meetings with monthly dinner functions; or, visa versaAlso, consider doing both. © American Institute of Building Design, 7059 Blair Rd NW, Suite 201, Washington DC, 20012 Page 18 of 28 o Perform membership surveys to insure that you are providing the educationalprograms desired by the members. o Update, create, or professionalize your corporate letterhead, cards, web site,etc. o Conduct a job fair.o Conduct a small business fair.o Exhibit in Home Shows.Review resources. o What volunteer labor is available?o How much money does the Society have?o What technology does the Society have access to?Prioritize and decide. o Pick the strategies that best serve to reach the target prospects.o Consider risk: what is being wagered against what could be gained.o Do less, but do it better (versus do more things poorly). Focus!Step 3: The Action Now go do it! o Implement the program plan.o Monitor the schedule, resources, and work to ensure progress against plan.o Measure progress against plan and goals.o Adjust the plan when necessary: extend schedules, change resources, andrevise tasks. Do not allow a bad plan to continue! Making Contact in Writing (Letter or Postcard)Sending a letter or postcard directly to a prospect is better than advertising in magazines or newspapers. Magazine, newspaper and media ads are called “conventional” advertisements. This type of advertising can be successful, but requires a commitment to spaced repetition and longevity. The type of written correspondence this manual suggests may require the same commitment and longevity if it is done in a “conventional” manner. Known as “direct mail advertising”, a letter or postcard that simply informs a prospect about our association and benefits may need to be repeated to be successful with that prospect. In addition, tracking the success of this type of long-term correspondence may be very difficult. Therefore, mailings should be structured in a “direct response” format. A “direct response” contact is one that demands a reaction immediately. A mailing that requests a registration or RSVP would be considered direct response. A mailing that gives the recipient a benefit for responding immediately is also considered direct response. A post card announcing a quarterly meeting with a request to register is a good example of direct response advertising. However, to take that same idea to © American Institute of Building Design, 7059 Blair Rd NW, Suite 201, Washington DC, 20012 Page 19 of 28 another level by offering something free (room upgrade to a suite, or a discounted registration fee, etc.) to the first 3, 4, 5, or so on, to register. When contacting the prospects provided through the above mentioned lead generation tasks, be sure and mention the person who supplied the lead when formulating the letter, postcard, invitation, etc. By mentioning the person who referral, the prospect can let down their guard, you have established a link to their inner circle. Additionally, the prospect won’t want to disappoint the referral should something be mentioned about this at their next meeting. Making Contact Verbally (by phone or personally)Contacting a prospect directly, face to face or by phone, is the best method to obtain a commitment to join as a member, or at the least, investigate it further. By contacting them verbally, the recruiter has the immediate opportunity to overcome objections. Objections by the prospect simply mean that the recruiter hasn’t adequately explained the opportunity yet. Keep in mind, the following examples should not be memorized word for word. They are intended to help you formulate your own responses that will sound authentic coming from you. If your own words are not used, the statements used as examples in this manual may come across as “canned” or insincere. Find your own interpretation and operate using that. Again, when contacting the prospects, be sure and mention the person who supplied the lead when formulating the letter, postcard, invitation, etc. If it just so happens that you are “cold calling the prospect”, then be upfront and explain that you got their name from the yellow pages, professional listings, newspaper article, etc. Your honesty may just be rewarded by the prospect giving to you some of his/her time. Getting into this habit will almost always insure you the opportunity to make your “pitch”. When getting down to the “brass tacks” and asking for a commitment from the prospect, i.e. attendance at a meeting or signing an application, simply ask them directly for a commitment. One technique used by sales people is called “Alternate of Choice.” This “closing” method is used when the recruiter gives the prospect two choices, both of which are desirable by the recruiter. For example, an initial phone call might start like this, “Hello [prospects name here], I was speaking with [referral’s name here] about my association, the AIBD, and he/she felt you would be interested in hearing about it. I’m going to be in your area tomorrow, are you available to speak with me in the morning, or would the afternoon be a better time?” An alternative is, “I’m going to be in your area next week, are you available some time on Wednesday, or would Thursday be better?” Another example would be, “Hello [prospects name here], I was speaking with [referral’s name here] about a training session to be hosted by my association, the AIBD, and he/she felt you would be interested in attending. It’s on [state the date and time], would like me to pick you up or shall we meet there? © American Institute of Building Design, 7059 Blair Rd NW, Suite 201, Washington DC, 20012 Page 20 of 28 Once they choose one or the other, you simply finalize the details, i.e. time, location, etc. The ‘Alternate of Choice’ method of closing an appointment incorporates two questions, both of which have the desired answer you are looking for. You will feel awkward at first speaking in a manner that you are unaccustomed to. With a little practice, this method of gaining a commitment from someone will begin to smoothly roll of you tongue. Have fun with it… practice on your employees, family, and other AIBD members. Another important point, once you ask for a commitment…SHUT UP! One of the most successful salespersons I know told me, “Once the closing question is asked, the next person to talk looses”. If a person doesn’t accept your proposal and hesitates, they might not know themselves why they are not answering… don’t be the one to give them their objections. So many times, I’ve observed members talk a person right out of becoming a member themselves. It is not up to us to decide whether or not our association is for them. Our function is to provide the information and the means for them to enjoy the benefits. Let them come up with their own objections. Handling Objections If a prospect shows hesitation, probably they don’t feel that they have enough information to adequately make a decision. This is not to say that they will not say yes to your offer, but, you may have to learn what information they feel they are missing. Once the ice is broken with, “I don’t know.” Or, maybe they say, “Let me think about it.” Any answer of this sort is not an objection, but, a request for more information. Once they prospect has stated their hesitation, simply express that you have, “…obviously not given them enough information.” Then ask, “Exactly what is it that is causing you to hesitate.” At this point, they should share with you their objection. Once you have asked for a commitment, someone may offer their objection immediately. When this happens, the invitation process moves much quicker. As instructed in the prior paragraphs, the recruiter’s goal is to ultimately reach this point anyway. The prospect may answer your closing question with a question themselves. One like, “How much time will it take?” Or, “How much will it cost?” These are questions with definite answers. Therefore, they should be answered honestly and directly, but, then followed up with a repeat of the question for a commitment. For Example: Prospect: “Who will be there?” Recruiter: “People who do the same thing you do (You may want to mention the scheduled speaker and/or topic if there is one). Some are members already and some may be just checking us out like you will be. Would you prefer we meet at the meeting or would you like to have breakfast together first?” Questions by a prospect that have tangible answers are usually a means for them to postpone making a decision. Answer their question and get right back into asking a commitment from them. © American Institute of Building Design, 7059 Blair Rd NW, Suite 201, Washington DC, 20012 Page 21 of 28 Handling a true objection is just as straightforward. When someone says, “I don’t have the time.” The recruiter answers by saying, “I know how you feel, when I was considering joining, I felt the same way. Once I got involved I learned that…” and share a personal experience that relates to how you overcame that issue or learned that it wasn’t an issue at all. Once you are completed telling your personal story, return to asking for a commitment. The exact same method works for objections like: • It’s too much money.• I don’t need continued education.• I’m already a member of [name of other association here].• I have plenty of work and don’t need to be involved.• Any other objection that you can think of for not becoming involved in ourassociation. © American Institute of Building Design, 7059 Blair Rd NW, Suite 201, Washington DC, 20012 Page 22 of 28 Put Your Best Foot Forward Brand identity is you, and your society’s, packaging. It is everything you do that communicates the value and character of you. The following are some tips to help present a powerful brand identity. • Manage your communication style – The way you handle yourself on the phone,in e-mail messages, and in direct conversation influences people’s perception of you. You want people to identify you as someone brief and to the point. • Meet people with confidence – When introduced to someone for the first time,look him or her in the eye, extend your hand, and smile. Show genuine pleasure in meeting someone new. • Dress well – If you’re going into an unfamiliar situation and feel unsure aboutwhat to wear choose attire that projects self-confidence and respect for the other party. • Speak to be heard – Speak loudly enough to be heard, particularly in a largegroup meeting. Too often, half the room can’t hear those who speak. • Speak with certainty – Avoid self-discounting words and comments such as“maybe,” “perhaps,” and “I’m not sure.” Use “I believe” in place of “I think.” • Show genuine interest in others – Ask open-ended questions to avoid doing allthe talking and to elicit ideas and input from others. • Listen attentively – Once you’ve asked a question, listen to the response. Keepyourself from thinking about what your next comment will be. • Never assume – We’ve all heard people interrupt others in meetings orconversations. Don’t do this. Not only is it rude, but you can be perceived as arrogant. • Identify yourself first – When leaving phone messages start by first leaving yourname and phone number slowly and clearly. Then you may leave a brief message as to why it is you are calling and when you can be reached. At the end of your message, clearly leave your name and phone number once again. • Build your brand – Use your network of colleagues, friends, customers, andclients to create visibility for your brand. They know your value and can be your best marketing a public relations support system. [Much of the preceding has been adapted from an article written by Carolyn Aishton, senior associate, Pachter & Associates, Cherry Hill, New Jersey.] © American Institute of Building Design, 7059 Blair Rd NW, Suite 201, Washington DC, 20012 Page 23 of 28 Once you’ve done all the work required to recruit members, make sure they have an experience with that makes them want to stay. That means you should create a positive and supportive work environment, one where members have ample opportunities to learn and grow. Do everything reasonable to let them know they’re an important part of your organization and have a responsible and respected role. Providing members with a good experience will be good for retention and recruitment. Happy members will spread good news about your organization and help you recruit members for additional positions in the future. Getting Off on the Right Foot Your new members’ first impressions of the association will make a big difference. So be sure to get off on the right foot. Here are a few tips to consider: As the year progresses or as members begin to settle into their new responsibilities, keep the following tips in mind: ı Meet regularly with your AIBD members to discuss their achievements,problems and needs. ı Provide a solid training program throughout the year.ı Provide consistent, quality mentoring to your members.ı Develop teamwork among members, between staff and members, betweenmembers and the community, and with other AIBD or volunteer programs in your community. ı Encourage and acknowledge creativity and initiative.ı Agree on expectations, review performance regularly,and require accountability. ı Treat them in a professional manner.ı Enable them to make contacts with community leaders.ı Help them develop a portfolio, including samples of reports, letters, etc.ı Publicize their placement and program in your local newspaper and newsletter.ı Publicize the work AIBD members are doing for your organization, particularlywhen AIBD members are present (e.g., annual meetings, board meetings, conferences, and recognition and publicity events). ı Deal with problems as they arise and in a direct and efficient manner.© American Institute of Building Design, 7059 Blair Rd NW, Suite 201, Washington DC, 20012 Page 24 of 28 Our Membership Inquiries usually come from one of two places, our National Office or a reference from a local member. When you receive your societies’ inquires from the national office you need to have some means of recording and tracking these requests. There are a number of ways that you can track this database. Whether you are going to keep up with these inquires through a computer database or on paper, the most important thing is to get them into your database and start contacting them. There is a sample of an "AIBD Membership Correspondence Form" in this handbook. This form can be helpful in tracking your inquiries and calls to potential AIBD members. It has been our experience that it takes a minimum of four (4) contacts to get a prospect to return his/her application to us for review. The most important thing is to be consistent with your contacts. Contact them on a regular basis. Set aside 1 hour every other week to handle these calls. Depending on the size and the number of inquires it may take you less time. However, the thing to remember is: “There is no sense in being persistent, if you are not going to be consistent.” Don’t call them the day you get the inquiry and then wait 2 months to get back to them. It is so important to keep their interest up as well as keeping them informed as to your society's happenings. When you receive an inquiry from the National office, add them to your mailing list so that they can start receiving information about upcoming events. This is also a good topic line when speaking with them. When you call the inquiries, be sure to qualify them. This means to find out if they are true member inquiries or just looking for information about our organization. If they are not a true member inquiry let the National Office so that we can remove them from our prospect member list. © American Institute of Building Design, 7059 Blair Rd NW, Suite 201, Washington DC, 20012 Page 25 of 28 Here are a few helpful hints in contacting your membership inquiries. (Hint 1) Use your membership to help you contact these inquiries. If you live in a large society, try to split it into sections and have member(s) help you handle the phone calls in their area. They are generally more in tune with what is happening locally and can communicate these issues with the inquiry. They may even have the opportunity to take the applicant to lunch, etc. (Hint 2) Set up an email address book, so that you can send out ticklers on membership review and meeting dates. This way you can contact dozens of applicants within seconds. (Hint 3) Print up some postcards to send out to the applicant letting them know when you are meeting or having an application review meeting. (See sample in this handbook) (Biggest Hint.) You have a District Director as well as a National Office that is here to help you.Please do not hesitate to call if you need suggestions or help. Remember…. Membership is top priority to all.© American Institute of Building Design, 7059 Blair Rd NW, Suite 201, Washington DC, 20012 Page 26 of 28 AIBD Membership Correspondence Form Name: ________________________________________________________ Address: ________________________________________________________ ________________________________________________________ City, State, Zip: _____________________________________________________ Home Phone: ________________________________ Work Phone: ________________________________ Fax: ________________________________ E-mail address: ________________________________ Company Information: ________________________________________________ Packet Sent: _________________________________ 1 st Contact: ___________________________________________________________________________________________________________________________ 2 nd Contact: ___________________________________________________________________________________________________________________________ 3 rd Contact: ___________________________________________________________________________________________________________________________ 4 th Contact: ___________________________________________________________________________________________________________________________ Additional Notes: Application Received: © American Institute of Building Design, 7059 Blair Rd NW, Suite 201, Washington DC, 20012 Page 27 of 28 Reminder Postcard The following postcard has helped us to reach many members and give them something to remind them that we are here and looking for their membership. Sometimes a person won't remember a phone call, but if there is something sitting there in front of them, they will be more inclined to call you back and get their application in to you for review. Feel free to adapt this however you feel it will work best for your organization. One way you may want to amend the above post card: “Your membership application can (will/would) be reviewed by our Membership Committee on __________________if you submit it by _______________” Most of all find out what works for you and then pass it on to the rest of the societies. © American Institute of Building Design, 7059 Blair Rd NW, Suite 201, Washington DC, 20012 Page 28 of 28 One of the biggest complaints that the National Office receives is the amount of time that it takes to get approved for membership. Once you receive an application for membership. • Set a time each month to review membership. Review these in a timelymanner, you have worked hard to get the member, don’t hold it up and discourage them. • Make sure that once you receive their application that their address getsmoved from your prospect data base to your societies’ member data base to assure that the new member will be getting your societies news letters. • Let National know when you receive a membership application so thatthey are aware. They receive calls every week wanting to know when prospective member’s application will be processed. • Most of all, call the new member after you accept their application andinform them as to what the next step is…that you will be forwarding the application to your district director who will then forward it to the National office for final processing. • Inform them at that time when your next meeting will be.Get the members involved - Quickly.In reality- getting new members is the easy part. Retaining them is the hard part! Those that get involved will be better members and will stay with the organization. Most members come to AIBD not because they couldn’t find work, but because they want the kind of unique experience AIBD offers. They want to serve their profession and their community, and they want to make a difference in their professional lives. Realistically, that noble and idealistic motivation is also what keeps AIBD’s’ talented members working hard for little or no financial remuneration. Above all else, be sure you find ways to reinforce members’ pride in their work, in your society, and in their commitment and self-sacrifice. Good luck and good recruiting! 25
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