Tips for CEOs - Channel Activity Summary

The following are tips for CEOs using the Channel Activity Summary screen during Board Planning meetings.

Understanding Member Preferences of Delivery Channels

ยทDiscuss the ideas related to pools of members by age.

  • Click on F11-Member Counts and show the potential for each group. How many members by pool do we have? Discuss the difference between active for this month, total members (MASTER) and then the total near-member (non-member) database you own and what you might wish to do with it.

  • Hit F3-Backup. Good time to demonstrate the ability to change the age grouping, and query the group for any other age groupings they would like to see.

Now reintroduce the concept of delivery channel and select some through the lookups. The system will display active members in each channel. Use the Master Type to discuss individuals versus Organizational or Business Members.

Use the following Conversation Starters to ask the group what they see in this data.

Conversation Startersimages\ebx_1055229657.gif

Many of the tools described in the following sections are intended as backdrops to start conversations with your teams. Try these questions to ask the group what they see as they review a dashboard:

  • Does the data support a belief they have about how members act?

  • Does the data dispel a belief about how members act?

  • What should we do to motivate a group?

  • Do we want more or less of a particular type of activity?

  • Are we making progress on our goals?

  •  List three things that stand out based on this dashboard.