Overview of 2010 Annual Report and Benchmark Survey Results

Prepared by Glenn LortieMarket Research Manager

for August 18, 2011 call

About the Annual Reports and Benchmark Surveys

• Annual Report is to be completed every year by State Council and Local Chapter leaders

• Benchmark Survey is a biennial (every two year) study– Designed to provide state leaders with information so they

can measure their organization against their peers– First undertaken in 2005

• Summaries of results are now posted in the State and Chapter Online Resource Center

Two separate reports … Many items

Annual Report Items Slides

Bylaws, Budgets, Plans, PoliciesUse of CPA / Accounting firmsFinancial Document PreparationState Council AccountsAuthorized Signatories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 – 13

Board of Director and General Membership Meetings . . . . . . . . . . . . . . . . . 14 – 16

State Council Activities and Annual Educational Symposiums . . . . . . . . . . 17 – 19

Mentoring and Orientation Programs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 – 21

Member Communication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 – 27

State Council Officer Elections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28 – 29

Benchmark Survey Items Slides

State Council Composition - (2-tier / 3-tier structure) Utilization of SIGs . . . 4 – 6

Committees / Work Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 – 10

Government Affairs and Legislative / Advocacy Activities . . . . . . . . . . . . . . . 11 – 16

Education and Education-related Activities . . . . . . . . . . . . . . . . . . . . . . . . . . 17 – 27

Member Recruitment and Retention . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28 – 31

Member Meetings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 – 38

Officers and Terms of Office; Board of Directors; Code of Ethics; Whistleblower Protection; Casting Votes – State Elections . . . . . . . . . . . . . 39 – 45

General Assembly – Delegate selection; Delegate requirements; Delegate expenses; Reimbursement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46 – 51

Corporate Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52 – 57

Exhibiting at Other Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58 – 61

Other items – Financial Support (for members to conduct research) andWeb sites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62 – 64

Some Examples –Member Recruitment and Retention

General Assembly Delegate SelectionExpense Reimbursement

Does your organization have a Membership Committee? From survey, we learn 3-in-4 do

Q.: Which of the following committees do you have? (CHECK ALL THAT APPLY)

2010 2008 2006 2005

Government Relations 42 (84 %) 80 % 79 % 79 %

Education 39 (78 %) 83 % 86 % 72 %

Injury Prevention 39 (78 %) 72 % 88 % 93 %

Membership 38 (76 %) 67 % 76 % 72 %

General Assembly / Delegation 25 (50 %) 33 % 48 % 46 %

Trauma 25 (50 %) 57 % 79 % 79 %

Pediatrics 24 (48 %) 52 % 74 % 75 %

Nominations / Elections 19 (38 %) 39 % 40 % 46 %

Awards 17 (34 %) 26 % 33 % 32 %

Nursing Practice 14 (28 %) 30 % 40 % 29 %

Trauma and Pediatrics (combined) 13 (26 %) 35 % 36 % 25 %

Finance 12 (24 %) 17 % 24 % 11 %

Fundraising 12 (24 %) NA NA NA

Research 4 (8 %) 7 % 10 % 7 %

Governance 2 (4 %) 0 % 12 % 15 %

(Other, please specify) 17 (34 %) 35 % NA NA

How active is your organization in member recruitment? Nearly half of leaders describe their organization as being “very active” in member recruitment (up from 22% - 2008)

Q.: How active is your organization in each of the following ...?

Very active Somewhat active

Not too active

Not at all active

Member education 58 % 32 % 10 % 0 %

(2009 / 2008 percentages →) 58 % / 43 % 34 % / 45 % 8 % / 13 % 0 % / 0 %

Member communication 54 % 46 % 0 % 0 %

40 % / 40 % 56 % / 51 % 4 % / 9 % 0 % / 0 %

Member recruitment 47 % 35 % 18 % 0 %

30 % / 22 % 54 % / 54 % 16 % / 24 % 0 % / 0 %

Legislative issues 36 % 42 % 18 % 4 %

30 % / 17 % 36 % / 51 % 32 % / 26 % 2 % / 6 %

Nursing practice issues 24 % 50 % 26 % 0 %

18 % / 15 % 46 % / 40 % 34 % / 40 % 2 % / 4 %

Injury prevention 16 % 52 % 24 % 8 %

28 % / 21 % 48 % / 40 % 16 % / 32 % 8 % / 6 %

Research 0 % 14 % 42 % 44 %

8 % / 4 % 8 % / 9 % 40 % / 30 % 44 % / 57 %

2009 / 2008 percentages are italicized 2006: NA 2005: NA

Increased focus has paid off …

• Compared to 2008, State Councils seem to be more connected with goal of member recruitment

• All-time high membership (39,391) reached at end of May 2011– 13% increase over May 2008 (34,850 members)

Does your organization have an orientation program for new members? Relatively few (less than 1-in-3) have one –Is this an opportunity?

Q.: Does your organization have ... 2010 2009 2008 2006 & 2005

a mentoring program for existing members? (% YES) 22 % 28 % 19 % NA

a mentoring program for officers? (% YES) 62 % 58 % 64 % NA

an orientation program for new members? (% YES) 29 % 14 % 15 % NA

an orientation / transition program for officers? (% YES) 66 % 64 % 60 % NA

10

Does your organization utilize a point system to select General Assembly delegates? Most do – 84%

Previous Data

2008 2006 2005

79% 79% 83%

28% 33% 41%

11% 40% 31%

6% 24% 26%

4% 7% 10%

4% 5% 0%

13% 14% 7%

11

How does your organization reimburse for expenses? Two-in-three reimburse with receipts (trending down)

Previous Data

2008 2006 2005

74% 90% 97%

Among the 15 that provided an answer, the most frequent per diem was $75 →(There was no officer vs. non-officer difference)

A copy of the questionnaire together with the summaries of results have now been posted. If you have any

questions, please contact:Kari Zick (Component Relations)

or Glenn Lortie (Marketing)