• Recruitment - Activate current members to get non-members to join and direct recruitment of non-members. Committee members shall speak at chapter meetings about new incentives and the main reasons for joining the FPA, which include networking, CE and practice management. Have members talk to co-workers. Make benefits of FPA fact sheets available to members at monthly meetings.
• Buddy System - Welcome new members each month via individual email with member benefit attachment. Encourage new members to explore the web site, especially the Members Only section by explaining how to use this helpful feature. Follow up email with a phone call to new member to see if they have any questions or need a veteran member to meet with them to answer questions. Goal: retain 5% of new members typically lost each year.
• Member Benefits - Provide discounts to services and events on our Members Only Section in addition to our monthly newsletter.
• Community Practice Groups (CPG) - Establish Community Practice Groups (CPG). The CPG will provide an opportunity to meet with other professionals to discuss topics and practices of financial planning. Provide an opportunity for members to join smaller financial planning communities within FPA of Iowa. More details are in the Members Only section.
• Resource Program - Establish the Resource Program, which will provide “specialized” assistance from other professionals to assist in the practices of both experienced and inexperienced financial planners. This allows experienced planners and allied professionals to network together to brainstorm client issues and problems.
• Practice Management Forum - This program will work in conjunction with the Program Committee to provide for an annual forum. These are non-CE programs, but provide for extensive knowledge of a certain topic that interests current FPA of Iowa members. These meetings would provide for more personal one-on-one time after the main speaker discussion to help put what you have learned into practice.
• Special Events - Provide opportunity for members to network and meet one another.

Energizing Alliances:
We will need to draw on a number of different alliances in order to be effective. These include inside alliances of: Programs Committee, Symposium Committee, Member Services Committee, Career Development Committee, the Chapter Executive and Interns. Our outside alliances will include allied associations and educational institutions.


Activating Transformations:
We will be able to energize and focus the talents of the Membership Committee by meeting on a monthly basis in person at a pre-selected date and time. Each strategy will be assigned to specific member(s) of the Membership Committee to promote ownership and help in the management of making sure the “job gets done.”


Measuring Results:

• Measure the retention of FPA of Iowa members at the beginning of each year compared to the prior year.
• Evaluate and act on the answers and feedback from member surveys.
  
• Quantify participation levels and growth in participation in events that are offered and attended.