Friday, August 10, 2007

Tracking Member Referral Effectiveness

I wanted to take this opportunity to share some new information with you. The North Outerbelt Chapter has begun tracking member effectiveness with a new report. As you all know, one of the requirements to be a member in good standing is to give 2 qualified referrals each month. Tanya Copley-Hegarty, their Chapter Secretary, has created a simple way to track member referral giving. Here is a copy of the report.


Through July, if the member is meeting their referral goal, they should be at 14 referrals. Anything less than that and they're below 100%. Anyone dipping below 50% for the year triggers a discussion with the member on how they can be better referral givers and letting them know it is important that they get their numbers up. If they cannot meet this requirement after being coached by board members they will be asked to leave the group.

This is an excellent way for chapters to monitor themselves and put a process in place to help members give to each other and maintain the integrity of the chapter's accountability.

Kudos to Brian Schiff for his leadership as President of the North Outerbelt Chapter and to Tanya Copley-Hegarty for her willingness to create this report and her attention to detail.

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