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Retention Strategies & Techniques

For Membership Organisations & Trade Bodies

 

On this seminar you will learn:

  • The key issues that affect membership retention
  • What strategies and tactics you can use to increase member satisfaction and minimise the risk that members will leave
  • The key research you need to undertake before preparing your retention plan
  • Measures you can use to determine how satisfied your members are
  • The six options for segmenting your membership so you can better serve their needs, save money and increase revenue
  • The three significant stages of membership retention
  • How to research member satisfaction and other key research you need to undertake
  • The reasons why we join associations
  • Examples of marketing material for supporting membership retention
  • Practical ideas, activities and tips for involving members
  • How to make new members feel welcome
  • What to include in a successful renewal package
  • Note: CPD equivalent is  5.5 hours for the seminar.

Every member receives a resource pack which includes a list of questions you can ask to gather the information you need for a retention plan, a membership exit questionnaire you can use when members do not renew their membership and a list of useful industry references and resources.

Dates & Venue

  • London - Wednesday 18th March 2009
  • London - Thursday 18th June 2009

NB: Start time is 9.30am end time is 4.30pm. Tea and coffee are served from 9.00am.

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Who is the course for?

  • Trade & Professional Associations

  • Chambers of Commerce & Business Links

  • User Groups

  • Institutes

  • Health & Fitness Centres

  • Charities

  • Other... Clubs, Committees, Confederations, Pressure Groups, Societies, etc

  • People new to marketing and also people already working in this area and looking for fresh ideas.

What is included

  • Course slides

  • Additional notes including:

    1. A Retention Audit Plan

    2. Key Membership Statistics

    3. Member Exit Questionnaire Template

    4. Sample Sizes Required for a 95% Confidence Level

    5. Request for a Market Research Proposal Template

    6. Contents of New Member Welcome Pack

    7. New Member Survey Template

    8. Contents of a Renewal Package

    9. Member Interview Questions

  • A list of over 85 useful membership industry resources

  • Lunch and refreshments

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Membership organisations that have attended this course

  • ACCA
  • ACEVO

  • Age Concern

  • Alzheimer's Disease International

  • Anti Copying in Design

  • Arab-British Chamber of Commerce

  • Asbestos Control & Abatement Division 

  • Association of Accounting Technicians

  • Association of British Travel Agents'

  • Association of Corporate Treasurers

  • Association of Electricity Providers

  • Association of Golf Club Secretaries

  • Association of Graduate Recruiters

  • Association of Graphical Information

  • Association of Graphical Information

  • Association of Independent Music

  • Association of Interior Specialists

  • Association of MBA's

  • Association of Planning Supervisors

  • Association of Taxation Technicians

  • Association of University Administrators

  • BFBi (Brewing, Food & Beverage Industry Suppliers Association)

  • BIFM

  • Bio Industry Association

  • Biscuit Cake Chocolate Confectionery Association 

  • Booksellers Association

  • British Acupuncture Council

  • British Association for Counselling & Psychotherapy

  • British Association of Communicators in Business

  • British Association of Dental Nurses

  • British Association of Sport & Exercise Sciences

  • British Computer Society

  • British Cycling Federation

  • British Dental Association

  • British Equine Veterinary Association

  • British Fruit Juice Association

  • British Hardware Federation

  • British Healthcare Trades Association

  • British Holiday & Home Parks Association

  • British Institute for Learning & Development

  • British Institute of Facilities Management

  • British Institute of Innkeeping

  • British Marine Federation

  • British Osteopathic Association

  • British Parking Association

  • British Psychological Society

  • British Shops & Stores Association

  • British Sub Aqua Club

  • British Private Equity & Venture Capital Association

  • British Veterinary Association

  • British Water

  • British Wind Energy Association

  • Business Link Hereford & Worcester

  • Business West

  • Campden & Chorleywood Food Research Association

  • Camping & Caravanning Club

  • Caravan Club

  • CDX

  • Central Council of Physical Recreation

  • Chamber Business (Business Link Bedfordshire)

  • Chamber Business Enterprises

  • Chartered Institute of Linguists

  • Chartered Institute of Logistics & Transport

  • Chartered Institute of Personnel Development

  • Chartered Institute of Purchasing and Supply

  • Chartered Insurance Institute

  • Chartered Management Institute

  • Chartergroup

  • Commission for Patient & Public Involvment in Health

  • Confederation of British Metal Forming

  • Connect

  • Co-operatives UK

  • Council of Mortgage Lenders

  • Coventry & Warwickshire Chambers of Commerce

  • Credit Services Association

  • Cumbria Tourism

  • Design Business Association

  • DrugScope

  • Dublin Chamber of Commerce

  • Engineers Ireland

  • English UK 

  • Entrepeneurs Forum (The)

  • European American Taxation Institute

  • European Competitive Telecommunications Association

  • European Regions Airline Association

  • FDA

  • Federation of Holistic Therapists

  • Federation of Plasterers & Drywall Contractors

  • Federation of Small Businesses

  • Fine Art Trade Guild

  • Forensic Science Society

  • Freight Transport Association

  • Gauge & Toolmakers Association

  • Girlguiding UK 

  • Glasgow City Marketing Bureau

  • Glass & Glazing Federation

  • GMB Trade Union

  • Good Salon Guide

  • Great Ormond Street Hospital Children's Charity

  • Hire Association (Europe)

  • Historic Scotland

  • Hospitality Action

  • Hotel & Catering International Management Association

  • IATEFL

  • Incorporated Society of British Advertisers

  • Incorporated Society of Musicians

  • Industrial Commercial Energy Association (formerly BCEMA)

  • Institute of Accounting Technicians

  • Institute of Administrative Management

  • Institute of Advanced Motorists

  • Institute of Clinical Research

  • Institute of Credit Management

  • Institute of Customer Service

  • Institute of Engineering & Technology

  • Institute of Financial Services

  • Institute of Food Sciences & Technology

  • Institute of Fundraising

  • Institute of Grocery Distribution

  • Institute of Healthcare Engineering & Estate Management

  • Institute of Legal Executives 

  • Institute of Leadership & Management

  • Institute of Linguists

  • Institute of Marine Engineering, Science & Technology

  • Institute of Motor Industry

  • Institute of Packaging 

  • Institute of Payroll & Pensions Management

  • Institute of Practitioners in Advertising

  • Institute of Public Administration

  • Institute of Technology

  • Institution of Chemical Engineers

  • Institution of Gas Engineers & Managers

  • Institution of Incorporated Engineers

  • Institution of Mechanical Engineers

  • Intellect

  • International Bar Association

  • International Bunker Industry Association

  • International Council of Shopping Centres

  • International Fishmeal and Fish oil Organisation

  • International Projects Finance Association

  • International Wire & Machinery Association

  • IPA

  • IPF

  • Ipswich Institute

  • Irish Retail Newsagents Association

  • Lancashire & Blackpool Tourist Board

  • Landscape Institute

  • Liberty

  • Life Insurance Association

  • Liverpool Business Association

  • Lodge Park Netball Club

  • London Chamber of Commerce

  • Magistrates' Association

  • Making Music

  • Management Consultancies Association

  • Marketing Society

  • Medical & Dental Defence Union (Scotland)

  • Meniere's Society

  • Mersey Partnership

  • METCOM

  • Motor Cycle Industry Association

  • NASEN

  • NASUWT

  • National Association of Estate Agents

  • National Association of Estate Agents

  • National Association of Head Teachers

  • National Association of Hospital & Community Friends

  • National Association of Primary Care

  • National Autistic Society

  • National Business Travel Network

  • National Farmers Union

  • National Federation of SubPostmasters 

  • National Hairdressers' Federation

  • National Osteoporosis Society

  • National Pharmacy Association

  • National Rifle Association

  • National Trainers Federation

  • National Union of Teachers

  • Network Golf

  • NFRC

  • NFU

  • North West Aerospace Alliance

  • Offshore Contractors Association

  • Periodical Publishers Association

  • Photo Marketing Association International

  • Professional Speakers Association

  • Railway Industry Association

  • Recruitment & Employment Confederation 

  • RGDATA

  • Royal Agricultural Society of England

  • Royal College of General Practioners

  • Royal College of Nursing

  • Royal College of Physicians and Surgeons of Glasgow

  • Royal Institute of British Architects

  • Royal Institute of Chartered Surveyors

  • Royal Institute of International Affairs

  • Royal Microscopical Society

  • Royal National Institute for the Blind

  • Royal Town Planning Institute

  • Royal Yachting Association

  • SBGI

  • Scottish Federation Housing Association

  • Scottish Rural Property & Business Association

  • Services Network (NE)

  • Society for Applied Microbiology

  • Society for Endocrinology

  • Society of Authors

  • Society of Homeopaths

  • Society of Local Authority Chief Executives & Senior Managers

  • Society of Operations Engineers

  • Society of Trust & Estate Practitioners

  • SOLACE

  • SPICE UK

  • Strathclyde Police Federation

  • Suffolk Chamber of Commerce

  • Surface Engineering Association

  • Tennis England

  • The British Acupuncture Council

  • The Institution of Engineering & Technology (IET)

  • The Mersey Partnership

  • The National Childbirth Trust

  • The Physiological Society

  • The Ramblers' Association

  • TRADA

  • UK Home Care Association

  • UK Quality Ash Association

  • UK Science Park Association

  • UK Trades Confederation

  • Union of Finance Staff

  • Universities UK

  • University of Worcester

  • Visit Chester

  • Warwick Graduates' Association

  • York Tourism Bureau

Cost & Terms

  • Cost: £349 plus VAT per delegate (Î510)
  • On receipt of your booking an invoice with confirmation of your booking, course joining instructions and a map are sent to you by post
  • All fees must be paid for in advance
  • Credit cards are accepted over the telephone
  • Cancellations must be received 30 days in advance of the seminar date. All fees forfeited thereafter, however substitutions can be made
  • It is possible to change date or venue after you have booked, but there is £25 (Î40) administration fee if the change is made more than 2 weeks before the event and £70 (Î100) administration fee if made less than two weeks before the event.
  • Each seminar is limited to 20 places to give delegates the opportunity to explore individual issues.
  • Dress is smart casual.

Comments from delegates

  • "The exercises were really helpful and I can use what we covered in my organisation.", Carmel Bawa, Member Services Executive, British Private Equity & Venture Capital Association

  • "A very good seminar." Martin Furlong, National Officer, FDA

  • "Everything on the seminar was valuable and I learned a great deal.", Rinku Grewal, Membership Marketing Co-ordinator, Chartered Management Institute

  • "Very good delivery.", Adam Cousins, Marketing Executive, Royal Institute of British Architects

  • "I like the idea of talking to members about the services they have paid for but are not yet using. The sections on member involvement and recognition were also useful.", John McKelvie, Membership Team Manager, Institute of Leadership & Management

  • "I now better understand the factors that affect retention and vulnerable members. The hints and tips from Sue and other delegates was useful - and also the idea about asking members about their specific interests.", Michael Dixon, The Marketing & Membership Manager, The Entrepreneurs Forum

  • "I thoroughly enjoyed the course and have a long list of actions. Sue's hints and tips were valuable and I found the opportunity to network and share ideas with other Membership Managers really useful.", Louise Firth, Membership Manager, BII

  • "The day contain lots of reminders and endorsements that we are doing things right. It was also good to talk with other delegates.", Sally Easton, Membership Manager, Campden & Chorleywood Food Research Association

  • "The seminar will made me review our current membership process - I have a feeling it could be better defined!", Emily McCunn, Communications Manager, British Parking Association

  • "A very good seminar. I learned some new areas within membership and ways to measure member activities. All the handouts are going to be very useful too. I will look out for others in the future.", Stewart Scott, Membership Development, Society for All Artists (SAA)

  • "Every aspect throughout the course was interesting and enlightening. I have gained a great deal of knowledge both from the course and the interaction with other delegates.", Bobbie Handley, Membership Administrator, Campden & Chorleywood Food Research Association (CCFRA)

  • "Excellent course - well delivered & excellent content.", Gavin Spencer, Senior Business Manager, Thames Valley Chamber of Commerce

  • "I have lots of action points regarding the renewal process, new member orientation and checking member satisfaction.", Sarah Rogers, Head of Membership Services, Making Music

  • "I picked up some really useful tips.", Rebecca Clubbe, Marketing Campagin Manager, The British Computer Society

  • "Really enjoyed the course.", Juliette Mellaza, Training & Membership Co-ordinator, Institution of Civil Engineering Surveyors

  • "Thanks Sue - a fantastic course!", Benedict Wabunoha, Membership Development Manager, British Institute of Facilities Management

  • "This seminar gave me the opportunity to focus and evaluate our current activity and potential.", Philip King, Director General , Institute of Credit Management

  • "Very informative and professional. I was impressed with the content. I am looking forward to implementing the ideas this seminar has generated.", Sean Fox, Marketing Co-ordinator, Chartered Management Institute

  • "Very interesting - a lot to take back to the office!!", Ian Purchase, Marketing Officer, Society of Local Council Clerks

  • "This has been very relevant to my job.", Alan Peacock, Director of Membership, The Chartered Institute of Linguists

  • "This gave me a model to work to - the five stages in membership development.", Dr Claire Hitchings, Executive Officer, British Association of Sport & Exercise Sciences (BASES)

  • "The member segmentation section was invaluable and in line with my own research and interests.", Helen Watts, PhD Research Student, University of Worcester

  • "Excellent course for beginners and those that are more informed.", Jwalant Popat, Market Research Executive, TRADA

  • "I got a lot more out of the day than I had expected.", Maureen Hurt, Membership Administrator, International Fishmeal and Fish oil Organisation (IFFO)

  • "This gave me lots of tips and ideas and it was also useful to find out what other membership organizations do.", Michelle Denslow, Account Manager, Market Research Society

  • "Very helpful - I will now analyse members more and be more proactive in the retention process.", Soheila Dayani, Administrative Manager - Membership, The Chartered Institute of Linguists

  • "I found it really useful to explore the ways of treating members differently and will now change the communications with new members and during the renewals process.", Andrew Geoffrey Fowler, Membership Assistant, Booksellers Association

  • "It was really interesting to meet other people from other associations and get different viewpoints and ideas.", Carol Daglish, The British Acupuncture Council

  • "I will now be focusing more on member recognition and improving member packs.", Russell Woods, Tennis England

  • "I have taken away lots of new ideas and feel very motivated.", Sally Harvey, Membership Relationship Manager, Incorporated Society of British Advertisers (ISBA)

  • "It was useful to see and hear examples of what others have done. ", Vicky Watkins, Membership Manager, British Veterinary Association (B V A)

  • "Thanks Sue - very informative and interesting.", Debbie O'Sullivan, Engineers Ireland

  • "Great ideas to take away and develop and great networking opportunity.", Allison Riley, Technical Community Manager, Institute of Engineering & Technology (IET)

  • "Excellent Sue - thanks", Julie Wright, Membership & Finance Co-ordinator, Society for Applied Microbiology

  • "", Penny Bosman, Executive, Institution of Mechanical Engineers

  • "I will now look at our procedures for welcoming new members", Rachel Heaton, Sales & Membership Executive, Marketing Manchester

  • "Very productive. Lots of good ideas to take back, useful handouts and quality information.", Sally Davidson-Jones, Student Community Manager, Institute of Engineering & Technology (IET)

  • "I now have some new strategies and tactics - practical things to implement to get some quick wins", Sarah Connolly, Membership Marketing Manager, Institute of Marine Engineering, Science & Technology

  • "The real life examples were useful and group dynamics were good.", Sukhjit Grewal, Member Liaison Manager, National Pharmacy Association

  • "I found aspects of each section very important. They either confirmed I was on the right track or gave me new ways and approaches. The day also raised issues of thinking which I will need to consider in the forthcoming strategy review.", Sumi Beken, Business Development Manager, Royal Town Planning Institute

  • "Excellent - the three others in my team will attend this seminar!", Pauline Bertrand, Secretariats Organiser, Society for Endocrinology

  • "The ideas and tips about engaging members and making them feel welcome was really valuable.", Anne Marie Daley, Membership Manager, Glasgow City Marketing Bureau

  • "Thoroughly enjoyed the day - excellent content!", Liz Parkes, Membership Services Manager, Cumbria Tourism

  • "As usual with your courses Sue you have given me lots of food for thought. I leave feeling very motivated!", Yvonne Cotterill, Administration & Marketing Officer, UK Quality Ash Association

  • "Very informative and interesting. Thank you.", Angela Trevithick, Membership Manager, The National Childbirth Trust

  • "Good course and very timely for me.", Bhavana Desai, Membership Relations Manager, Bioscience Industry Association (BIA)

  • "Thanks - it has been a really useful day & I feel inspired", Donna Brown, Education & Membership Manager, The Physiological Society

  • "Very helpful. I will now build a better renewal process and start taking a closer look at retention figures.", Jennifer Boyle, Membership Co-ordinator, Society of Operations Engineers

  • "I now have a more rounded view of retention and other ideas including different member segmentation options.", Sarah Carter, Membership Co-ordinator, Council of Mortgage Lenders

  • "It is very valuable to be able to think about what we do now and align it with what we should be doing.", Stuart Webester, Marketing Manager, London Chamber of Commerce & Industry

  • "An excellent course and it was useful to be able to discuss and debate key concerns." Anna Corr, Membership Services Manager, Association of Corporate Treasurers
  • "Excellent seminar. Very informative and it certainly gave a great insight into the issues surrounding retention." Barry Edge, Membership Development Manager, Institution of Incorporated Engineers
  • "Thank you Sue - some great insights!" Hannah James, EATI
  • "The course was very useful." Paul Bayliss, Marketing Projects Manager, Royal Yachting Association
  • "This seminar was really good." Richard Campbell, Head of Marketing, Institution of Mechanical Engineers
  • "Two excellent days looking at recruitment and retention. Very enjoyable and informative." Lorraine Petersen, Chief Executive, NASEN
  • "Very worthwhile I got a tremendous amount out of it. Thank you." Lisa Glenn, Industrial Liaison Officer, North West Aerospace Alliance
  • "A very useful day. I now feel suitably armed with the right information to turn our membership around. Thank you!"  Louise Scofield, Membership and Information Manager, Association of Graphical Information (AGI)

  • "Excellent day - so much now to do!"  Jim Ewan, President, Professional Speakers Association

  • "Excellent presentation and information."  Erika Chivers, Membership Executives, Market Research Society

  • "Great course! Please keep me informed of other courses that you run!"  Cetty Zambrano, Director of Communications, Institute of Linguists

  • "Thank you for a very informative day."  Denise Toone, Membership & Administration Officer, CDX

  • "Thanks very much Sue. I find your style very accessible and warm."  Ruth Blunt, Principal Officer: Membership Recruitment Manager, National Union of Teachers

  • "The recruitment and retention seminar have been a most useful package of events to attend."  Richard Hezlet, NFU

  • "This was a valuable opportunity to think about retention."  Emma Boniwell, Society of Authors

  • "A worthwhile day with many useful ideas and good interaction with other participants." Dr Philip Ashurst, Executive Secretary, British Fruit Juice Association

  • "Every five minutes there seemed to be a new idea to try out." Vicky Jackson, Head of Membership, British Institute of Innkeeping

  • "This seminar has given me a structured ways to tackle retention." Jenni Sadler, Membership Manager, British Marine Federation

  • "Excellent! It has generated many useful ideas and the background information was very good." Anne Pollard, Marketing and Promotions Officer, British Psychological Society

  • "The course was very interesting and valuable. It was also useful to meet other people from different associations." Tom Mott, Membership Services Manager, Institute of Practitioners in Advertising

  • "A very good seminar - I need to ensure there is enough time now to implement everything!" Mary Tetley, Operations Manager, British Sub Aqua Club

  • "A great follow-up to the recruitment course." Sandeep Khaira, Marketing Manager, Chartered Institute of Personnel Development

  • "Thought provoking - I can see a lot of hard work needs to be done in-house!!" Janet Ferris, Marketing Manager, Coventry & Warwickshire Chambers of Commerce

  • "Lots of useful information and ideas generated." James Buchanon, Director, Hospitality Action

  • "Very useful and certainly plenty to mull over!" Jonathan Cale, Membership Manager, Hotel & Catering International Management Association (HCIMA)

  • "All of this course was valuable." Hannah Talbot Cooper, Marketing & Development Manager, Incorporated Society of Musicians

  • "A valuable reminder of the importance of research. It was also really useful to bounce ideas of other people working in a similar environment." Helen Chambers, Commercial Development Manager, Institute of Packaging (I O P)

  • "The seminar has given me new ideas for improvement." Lucy Chandler, Membership Assistant, Institute of Practitioners in Advertising

  • "An excellent day." James Nolan, Institute of Technology

  • "All of this is really relevant to what I am doing. Very informative." John Hyde, Marketing Manager, Motor Cycle Industry Association

  • "The course has given me lots of new ideas and suggestions for refining what is already in place." Sarah Bedford, Marketing & Development Manager, The British Learning Association

  • "I really enjoyed this seminar" Tricia Johnson, Manager Recruitment Strategy, The Institution of Electrical Engineers

  • "The course has given me lots of action points!" Anne Chambers, Administrator, The International Bunker Industry Association

  • "A great course - lots of background, theory and examples." Louise Burgess, Marketing Services Co-ordinator, The Market Research Society

  • "Excellent course content. It was also interesting to listen to what other associations had experienced." Carolyn Houghton, Membership Manager, The Mersey Partnership

  • "The handouts are very useful and practical - I will be able to use them at work. I will now be implementing a new process to get new members more involved." David Hamlyn, Membership Secretary, The National Autistic Society

  • "This was a very well prepared and organized event. It was great to have so much to take away and consider at a later date." Roz Bird, Business Development, The UK Science Park Association (UKSPA)

  • "A really useful seminar. I got a lot out of it." Caroline Renton, Marketing Executive, International Bar Association

  • "An incredible course. I would strongly recommend this seminar to anyone who has any retention problems. Definitely worth every penny!" Tammy Simmons, Recruitment Manager, Institute of Healthcare Engineering & Estate Management

  • "Excellent course. Well researched and well presented with lots of good ideas. " Tony Yeomans, Sales & Marketing Manager, Institute of Payroll & Pensions Management

  • "Excellent coverage of all key aspects of membership retention." John Tuck, Director of Resources, Universities UK

  • "Excellent handouts and lots of good points to note." Angie Major, Membership Development Manager, Institute of Clinical Research

  • "Excellent information, motivational and practical." Liz Harris, Marketing & Communications Manager, Institute of Administrative Management

  • "Excellent seminar. A useful distillation and repackaging of best practice elsewhere. Lots of ideas." Andy Lewis, Member Services Director, The British Computer Society

  • "Great - you have given me so much to think about. Thank you." Joanna King, National Association of Estate Agents (N A E A)

  • "I would thoroughly recommend attendance to industry colleagues. A most enjoyable and thought provoking day." Keith Lloyd, National Secretary, Association of Golf Club Secretaries

  • "It was valuable to have a day to focus on member retention issues and break down retention into sections. Throughout the day ideas came to mind that could be implemented, especially changes to our welcome pack." Jackie Marlow , Director of Marketing Services, Incorporated Society of British Advertisers (ISBA)

  • "Most helpful - thanks." Felicity Tinning, Glass & Glazing Federation

  • "Thank you very much for a very informative and well presented seminar." Jill Crook, Membership Secretary, National Trainers Federation

  • "The course was excellent and I will definitely be using some of the material." John Bloom, Membership Services Supervisor, Hire Association (Europe)

  • "There were some very useful 'gems' throughout this course." Christine Jagger, Membership Manager, York Tourism Bureau

  • "This seminar has exceeded my expectations and was very helpful." Peter Connelly, IPF

  • "Thank you - spot on." Penny Hawley, Director General, Biscuit Cake Chocolate Confectionery Association 
  • "I found the member segmentation and targeting members differently very interesting." Maria Lockley, Marketing Co-ordinator, Chartered Management Institute
  • "Thank you for a very informative day." Amy O'Connor, Membership Development Officer, National Association of Estate Agents (N A E A)
  • "I now realize just how important retention is." Kayte Stennett, Union of Finance Staff
  • "All of the seminar was useful, but the part on renewals and new members was really valuable." Maria Gurney, Membership Manager, Society of Homeopaths

  • "I have benefited greatly from this seminar and the recruitment seminar. It is also good to listen to other associations and find out what they are doing. An excellent style of presentation." Tracey Twist, Assistant Secretary Recruitment, NASUWT

  • "I now have lots of ideas how to get information from members in order to find out new services to offer." Rachel Dawes, Head of IPFA Services, International Projects Finance Association

  • "I now know how we can simplify and improve our renewal procedure." Amanda Tait, Marketing Executive, Credit Services Association

  • "Really enjoyed - very informative." Lucy Johnson, Membership Manager, Visit Chester

  • "Very enjoyable. It will be of great benefit to us." Martin Hird, Senior Organiser, GMB Trade Union

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