WELCOME TO THE MEMBERSHIP RECIPROCITY TRAINING WEBINAR CONFERENCE

WELCOME TO THE MEMBERSHIP RECIPROCITY TRAINING WEBINAR CONFERENCE CALL REMINDERS • When logging into Web. Ex, click on the Home Screen and locate your Participant ID. Enter the ID on your phone key pad to link your name and number on the screen. • Please place your phones on mute by pressing #6 or *6 • If you have questions-please write them in the chat box. We will leave time at the end of the presentation for questions from this box. If your question doesn’t get answered, feel free to call your Membership Reciprocity Administrator at your Y to get it answered! 1

FOR YOUTH DEVELOPMENT FOR HEALTHY LIVING FOR SOCIAL RESPONSIBILITY CREATING HEALTHIER COMMUNITIES NORTH CAROLINA YMCAS MEMBERSHIP RECIPROCITY PROGRAM

TRAINING TEAM • • 3 Lynn Crawford – Greensboro Darlene Fitzgerald – Thomasville Janet Kafkas - Charlotte Mary Lima – Gaston

THE JOURNEY • In March 2015, CEOs across the state began conversations around opportunities for Ys to collaborate, leverage our brand enhance member value. • Discussions lead to the Y’s desire/need for membership reciprocity. • Partnered with Daxko for the technology base data. • CEOs voted in May 2015 – all but 1 Y are participating. • Marketing materials, manual etc. , available on North Carolina Alliance website. • Training to be held every 6 months with a recording of the training available on Alliance website. 4

TASK FORCE MEMBERS Co-Chairs Ron Davis, Cannon Memorial YMCA - [email protected] org Todd Shuart, Twin Rivers YMCA - [email protected] org Task Force Members Tony Campione, YMCA of the Triangle – tony. [email protected] org Bob Conklin, YMCA of Catawba Valley – [email protected] org Lynn Crawford, Greensboro YMCA – lynn. [email protected] org Darlene Fitzgerald, Tom A. Finch YMCA – darlene. [email protected] org Darryl Head, YMCA of Northwest North Carolina – d. [email protected] org Janet Kafkas , YMCA of Greater Charlotte – janet. [email protected] org Mary Lima, Gaston County Family YMCA – [email protected] org Sheree Vodicka, North Carolina Alliance – sheree. [email protected] org Kimberly Cousineau, YMCA of the YUSA – kimberly. [email protected] net 6

TODAY’S AGENDA • Reciprocity Initiative Purpose & Goals • Initiative Details • Administrator Role • Reading Reports • Technology Solution - Daxko Partnership • Checking for Offenders & Member Alerts – Local Y Obligations • Marketing Updates • Support & Resources • Questions, Comments & Feedback 7

TRAINING PURPOSE • Educate staff • Introduction to training manual • Solicit continuous feedback 8

MEMBERSHIP RECIPROCITY - REMINDER Purpose: To enhance member value by providing increased access to all Y facilities in North Carolina. Initiative Goals: • All one movement – support the brand. • Increase healthy living opportunities for members. • Expand membership & increase retention. • Increase member loyalty. 5 • Keep it simple (for staff & members).

CURRENT PARTICIPATION NEW ENGLAND STATES: OVER 1 MILLION VISITS IN THE LAST 4 YEARS. SEVERAL OTHER YS HAVE RECENTLY ADOPTED MEMBERSHIP RECIPROCITY OR ARE IN DISCUSSIONS. NATIONWIDE MEMBERSHIP RECIPROCITY WILL OPEN YS TO MANY OPPORTUNITIES! 10

NATIONAL RECIPROCITY LANDSCAPE CT ME MA NH RI VT AK WA MT This is a sample text OR MN ND NY WI MI SD ID IA NE NV UT CO IL OH IN DE MD WV VA KY MO KS NC TN CA HI NJ PA WY OK AZ SC AR NM MS TX AL GA LA FL Implemented (13) Approved and moving toward implementation (4) Tentative approval and moving toward vote (9) Approved/Regional (1) In discussions (11) Informal Agreement (5) One state Y (4) Early Conversations (3) 8. 15. 2015

MEMBERS SERVED IN NORTH CAROLINA ? ? 12

NORTH CAROLINAS YMCAS MEMBERSHIP RECIPROCITY DETAILS 15

RECIPROCITY FUNDAMENTALS • Written agreement signed by every CEO that outlines initiative details & intentions. • The agreement is valid for full facility members. For the purpose of this agreement Silver Sneakers & Silver & Fit are not considered eligible for participation in Reciprocity. • Membership should be purchased at the Y the member will be using most often-defined as 50% of the time. • If member/member family are using two Ys equally, they should join the Y in their “home” community”. • The agreement is intended for standard facilities. Program discounts are for home Y members only. Visiting members may sign up for classes at the program member rate. Exceptions will be posted on individual association websites. 16

RECIPROCITY FUNDAMENTALS • A visiting member must present a valid membership card and photo ID upon their FIRST visit • Visitors must fill out a member waiver form or or a standard membership application form with liability waiver on their FIRST visit. • All YMCAs are entitled to restrict access to reciprocal members for behavior reasons. • Ys will need to place membership reciprocity information on the website and members will be directed to the website to see visiting Ys hours of operation and exceptions etc. Please use language provided for consistency. • No solicitation of donors 17

RESTRICTIONS • “All In” with NO VISIT restrictions! • Program/facility restrictions may still apply (i. e. child watch, cycling class for capacity reasons) – BUT please limit & list on home website. • Encourage your members to check visiting Y website (which administrators maintain). 18

NON-PARTICIPATING YS Ys that are participating as of October 1 st, 2015: almost 100% AWAY Program still exits for members from outside North Carolina and can also be utilized to visit those Ys not participating. 19

UTILIZATION AND ABUSE How to recognize potential overuse? • “That guy is here every day!” • New visit counter • Utilization reports What constitutes abuse? • Determined by each Y • Over 50%- data can verify this 20

MANAGING POTENTIAL ABUSERS • Home Y identifies overuse and addresses with visiting Y. • Home & visiting Y come to agreement on how to resolve issue • Speak to member (explain program/not intended to convert) • Recourse with true abusers – block in system – home Y takes action • A reciprocal member can be blocked for behavior reasons. 21

MANUAL - How to: • read reciprocity reports • handle reciprocal members bringing guests • handle group memberships • terminate a sex offender 22

ADMINISTRATOR ROLE One contact for each Y association – you are the Key to our success! Administrator responsibilities – local expert: • • • Manages program (and deal with issues) Trains staff/succession planning (has been a gap) Data uploads (Daxko to provide more details) Reports, records, website updates Sex offender results & alerts Serves as key contact/point person: 23 • • Daxko State Alliance Task Force Y-USA Resource Director

TECHNOLOGY SOLUTION 24

DAXKO PARTNERSHIP Technology Solution • Supporting both Daxko users & non-Daxko users. • Addresses identified issues. • Written agreement with each local Y. • On-going support (Daxko & non-Daxko users). 25

READING REPORTS Association Database Last Updated YMCA of the North Shore Malden YMCA Central Lincoln County YMCA 2/6/14 23 0 Danvers Community YMCA 2/6/14 315 4 Greater Lowell Family YMCA 1/23/14 28 2 Hockomock Area YMCA 1/29/14 13 1 Keene Family YMCA 2/6/14 1 0 Kennebec Valley YMCA 2/6/14 3 0 Malden YMCA 2/5/14 8 0 Meriden YMCA 2/6/14 9 0 Merrimack Valley YMCA 2/6/14 71 10 1302 595 Visit Differential

MEMBER DATA FILES • All active members. • Tab delimited format. • Recommended on a nightly basis—must be done at least weekly. • Associations using Daxko Operations will have this automatically sent by Daxko. 27

Column Member ID * Barcode First Name * Last Name * Address 1 Address 2 City State ZIP Code Country Phone Number Birthdate * Status * 28 Format Numeric value to uniquely identify member Value to link member to membership card State abbreviation Must be 5 digits USA or CA (Area Code) XXX-XXXX XX/XX/XXXX Should always be Active=1

RECIPROCITY. DAXKO. COM • Setup Users • Setup Branches • Manage member database • Check – in Members • Reporting 29

ADD USERS 30

Murphy, Anna Homewood Newton, Brian Birmingham Y

BLOCK VISITING MEMBERS 32

NUMBER OF CHECK-INS DISPLAYED Number of Check-ins will display for unrestricted associations 33

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MARKETING 35

MEMBERSHIP RECIPROCITY RESOURCES ü Introduction on messaging and the importance of consistency ü Flyer ü Brochure ü Web Site elements ü Sample manual ü Sample agreement ü Sample Press Release ü Material Available on the Alliance Resource Website 3. 8. 2015

MARKETING MATERIALS • 8. 5 x 11” flyer in color & black/white - artwork • 24 x 36” poster in color – artwork • Content for web • Need for consistencey 37

SUPPORT & RESOURCES

ONGOING SUPPORT • Daxko • Task Force Team • Alliance Director and Council • Y-USA Resource Directors 39

RESOURCES • Membership Reciprocity Agreement – Executive Summary • Procedure manual • Daxko agreement • Daxko training video • FAQs • Marketing materials 40

Questions Comments Feedback 41

THANK YOU Janet Kafkas janet. [email protected] org 704. 716. 6276