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Todd Palmer

EO Detroit

Jessica Aiello

EO DC

Facilitators

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Javier Salinas

Global Member Engagement Director

Layla Davison

Global Member Engagement Coordinator

Staff

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Do you remember your 1st EO event?

Opening question

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Trifecta purpose and objectives

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Purpose

Ensure higher quality members joining EO
Creating greater retention
Align the 3 key roles of Forum Chair, Membership Chair and Member Engagement Chair
Making the individual roles simpler and easier

Trifecta is the welcoming committee into EO for new members.

* It is recommended to include the Chapter Admin/Manager, where possible, to support the Trifecta and build a sustainable system and process and make current and future roles more effective and reducing time for all.

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Ground rules

Be fully present – shut down all apps and email
Own your own experience
Follow the 4 T´s:

Trust and respect
Thirst for learning
Think Big - be bold
Together we grow

Any other rules you want to add?

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Outcomes

An understanding of Trifecta:

Roles and responsibilities
Impact of Trifecta
Ownership and accountability

Alignment between chairs´ needs and contributions for a smooth collaboration
A full plan to follow during the year

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Homework review

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What are your individual goals?

Redesign the role
Assess current programs
Get data right
Improve tools and the process
Efficient forum placement
Strong and healthy forums
Chapter growth
Onboard new members faster
Improve member experience
Effective communication with the board and a pipeline of all members

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What are your expectations from Membership?

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What are your expectations from Member Engagement?

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What are your expectations from Forum?

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What are your expectations from the Chapter Manager?

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Trifecta impact

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It engages both new members and tenured members, helping engage new members quicker and keeping tenured members engaged
It increases chapter headcount
Reduces member churn

Trifecta is the key to

the entire member journey:

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Goals of Trifecta

Synergies between Membership, Member Engagement and Forum to ensure the smoothest onboarding for a new member:

Robust assessment of new members for quality intake
Forum placement in less than 90 days
On-boarding experience that allows to feel part of EO from the start

Develop strategies to aid all members feel connected and get maximum value from their membership:

Good Member Forum experience
Retention based on EO Value
Regular check ins to assess member´s EO Experience

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Roles and responsibilities

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Member Engagement role

Ensures each new member and their family is welcomed by the chapter and invited to an event

Introduce the new member to your chapter, explain EO benefits and make sure they are using resources

Ensure every new member is having a positive experience with EO, including timely Forum placement, attending global - local events, meeting other members and finding value

Continue monitoring the engagement of all members – new and tenured – through their journey in EO

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President Elect role

Monthly meeting with Trifecta Chairs
Owns/Monitor annual KPIs around each role (examples below)

Membership: Maintain a sustainable healthy growth, net 10% each year
Member Engagement: Onboarding experience within the first 30 days
Forum: Forum placement within 90 days
Create a WOW event each quarter

Attend Trifecta Summit and Trifecta Refresher – 2x per year
Responsible for the transition for the upcoming year and to ensure alignment with the 3-5 year Chapter plan
Attend quarterly check-in call with Regional Member Engagement Expert – 1 hour call – PE + Chairs

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Forum role

Builds vitality and health within the chapter's Forums: training coordination, Forum placement, Moderator engagement, Forum health.
Ensures that every member wishing to participate has access to the experience of Forum through training, placement and Moderator management

Promoting healthy growth through the addition of quality new members who add value to the chapter.
Actively seeking out referrals from current members, your network and community.

Membership role

Chapter staff role

Promoting healthy growth through the addition of quality new members who add value to the chapter.
Actively seeking out referrals from current members, your network and community.

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Ownership and accountability

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Ownership

Ownership is about taking initiative.
It’s an understanding that taking action is your responsibility, not someone else’s.
It’s the fundamental principle that you are accountable for the delivery of an outcome, even where others have a role to play.

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Accountability

Being accountable means taking responsibility for an outcome.
Where ownership is the initiative, accountability is the follow-through.
Being accountable builds trust�

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You will need to:

Set clear and unambiguous goals per role
Align KPIs to outcomes rather than outputs
Understand what to do, how to do it, who to align and coordinate with, and who to ask for help.

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Time for a 15 min break!

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Trifecta experience shares

BREAKOUT SESSION 1

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Open discussion

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Review of the day

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DAY TWO��US WEST �TRIFECTA SUMMIT�FY 2022-2023

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Reflect and implement the plan

FRAMEWORK

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Trifecta roles:

needs and contributions

BREAKOUT SESSION 2

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