Guidelines for TIAA Membership Development Committee as of 6/11/2018

by | Oct 17, 2016

This policy will be revised when needed and reviewed in detail at least annually by the TIAA Membership Development Committee Chair for consistency between policy and current practice.

Overview

The primary goal of the Membership Development Committee is to increase TIAA membership from the TI retiree and former TIer ranks and to retain members once they have joined. A secondary goal is to strengthen links to TI-related partner groups (such as retired and former TIers who meet regularly and the TI public affairs office) and other organizations (such as The Senior Source, UTD and other non-profit organizations.)

The Membership Development Chair is responsible for the organizing the committee, linking the committee’s activities to other TIAA committees and guiding the committee to achieve these goals.

Achieving the goals

To increase TIAA membership, the committee will:

  • Analyze current membership statistics and create short and long-term plans to monitor the trends and decrease identified gaps.
  • Link to current TIers, especially those nearing retirement, to provide information about benefits of joining TIAA. (mainly using brochure)
  • Provide current TIAA members with information and materials so they can promote TIAA and recruit potential members. (such as information about eligibility, business cards, brochure)
  • Formally and informally survey eligible nonmembers to identify why they did not join and and former members to identify why they did not renew. Gather ideas for what might encourage them to join or rejoin.
  • Make recommendations to TIAA officers and VPs to increase membership. 

To strengthen links to partners, the committee will:

  • Connect with current and potential partners to share best practices and clarify ways to help each other. Current partners include TI (especially TI’s community involvement team and United Way), The Senior Source, UTD, and groups of retired and former TIers which meet regularly (such as Ex-GSIers, Apparatus Retirees, and Dallas TI Reunion Club) and other organizations (such as The Senior Source, UTD).
  • Potential partners include community-based senior centers, additional non-profit organizations, alumni groups from other companies, and non-Dallas-based TI retiree groups.
  • Find ways to provide and promote joint-partner activities for educational, community involvement, travel and other events.

Responsibilities of Membership Development Chair

  • Lead the TIAA Membership Development Committee
  • Identify and recruit current TIAA members interested in serving on the Membership Development Committee.
  • Schedule committee meetings to discuss and define ways to achieve the goals. Set specific goals and monitor progress towards achieving those goals.
  • Arrange for minutes to be taken and published for each meeting to document progress and ensure that other committee chairs and TIAA officers are aware of the committee’s activities and plans.
  • Partner with other TIAA officers and committee chairs.
  • Identify ways to provide and promote activities which help meet TIAA membership goals.
  • Report on membership status and ensure that TIAA executive team have access to current status.
  • Document connections with partners.
  • Maintain a contact list with names, titles, and contact information.
  • Track activities with partners.
  • Work with TIAA President and other officers on special projects and events which may be assigned.

Membership Development Activities

  • A Membership booth at the TI Retiree Luncheon is staffed by the committee to invite nonmember TI retirees to join or rejoin our association and to answer questions from TIAA members.
  • Membership tables are staffed by the committee at TIAA-sponsored events such as the Annual Meeting, the Annual Golf Tournament, and the annual Human Resources and other seminars to invite nonmember TI retirees to join or rejoin and to answer questions from TIAA members.
  • TIAA Brochures are distributed to nearby Senior Centers to inform former Tiers who did not retire from TI that they are eligible to join and to invite them to do so.  
  • As described in detail in the Website Guidelines, several times a year TIAA merges updated data about retirees into our database. This is how TIAA obtains the names and postal addresses of new TI retirees and TIers going on bridge to retirement. After each merge, the TIAA Admin sends a postal invitation to join TIAA along with a current newsletter and a TIAA brochure to these new retirees and bridgers.
  • Several attempts are made to get TIAA members to renew their memberships:
    • A month before their memberships expire, the Admin uses postal mail to send out renewal notices to people without email addresses. Civi is searched to provide this information.
    • Three weeks before the expiration date and again on the expiration date, Civi automatically sends out an email reminder that a membership is about to expire to the primary member if they have provided an email address.
    • On the month after the membership expires, the Admin searches Civi and sends out a postal mail reminder to primary members that their membership has expired along with a TIAA brochure and a self-addressed, postage-paid envelope.
  • Membership materials including the TIAA Brochure, membership forms and membership letters sent by Civi or the Admin are revised when needed and reviewed in detail at least annually.
  • The Membership Development Committee sponsors the TIAA Breakfast and coordinates the email list and the reminder messages sent out by the Admin.
  • The Membership Development Committee cooperates with the Communications Committee to update the TIAA Brochure when needed.

Updated by Jon Campbell on June 11, 2018.                                                                                                                                                                                                                                                                                                                                                                                        

 

 

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