BSA New Renewal System Overview - January 11, 2024
1
BSA
New Renewal System Overview
January 11, 2024
Welcome and Introductions
Welcome and Introductions
•
The New Membership and Unit Renewal Task Force
has been charged with the
responsibility to develop a communication plan, clear guidelines for councils and
units, and to create the tools and resources for all applicable BSA stakeholders.
The goal is to keep it simple and to be a resource to support local councils with
this new business model.
National Staff, CST and Council Volunteers,
Director of Field Services/Deputy
SE’s and Scout Executives
Objective Today
High level overview of the process
Presenters
Chris Crowley, Deputy Scout Executive – CFC (Orlando, FL)
Clint Scharff, Council Service Territory 16 Director
Michael Creagh, National - Manager, Member Applications
A Few Reminders…
FAQ’s update
Submit questions in Q&A
Is this recorded? Yes.
Introduction…
Ron Timmons, National Director of Council Services
Otto Goedhart, National – Manager,
Membership Growth
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By February 15
th
- Monthly Membership Goals, Spring New Youth and Fall
New Youth Projections Due. Membership Goals include the following
core programs – Cub Scouting, Scouts BSA, Venturing/Sea Scouts and
Exploring.
(My.Scouting |Council Membership Tools – Membership Projections)
•
By March 29
th
– Council Board Approved Membership Plans Due
(
2024 Council Membership Plan
)
•
2024 Council and District Growth Plan Workbook
(
2024 Council Membership Plan
)
Chris Crowley, Deputy Scout Executive – CFC (Orlando, FL)
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February 15, 2024
March 7-8, 2024 (In-person)
April 18
May 5-9 (NAM
, In-person)
June 20
July
18
August 15
September 19
October 17
November
21
Communications Plan
Communications Plan
Multi-channel communication strategy- CST newsletters,
Commissioner platforms, BSA communication channels, BSA wire,
Workplace, SE weekly packet, social media, direct email.
1
st
¼ 2024- Focus on BSA staff (registrars and field staff), NST
Volunteers, and Commissioners current charter process and create
awareness and training for new process
2
nd
¼ 2024- volunteer focused message- What & How
3
rd
¼ 2024- focus on member renewal- Volunteers and members
4
th
¼ 2024-focus on member & unit renewal
1
st
¼ 2025- focus on member & unit renewal
Clint Scharff, Council Service Territory 16 Director
6
Auto Renew Membership
Timeline
Unit Renewals
Parent view
Unit View
Council View
Micheal Creagh
Manager, Member Applications
7
Auto Renewal Membership – March Unit Renewals
8
Auto Renewal Membership – March Unit Renewals
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renewal and fees are
paid to the unit or local
council office.
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Auto Renewal Membership – Unit Renewals
11
Auto Renewal Membership – Unit Renewals
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An email notification and a renewal link will be
sent 60 days before membership expires.
•
The link provided in the email will direct
individuals to a renewal form on My.Scouting
•
If registered in multiple positions, select the
primary position. Renewing the primary position
will automatically renew multiple positions.
•
The individual pays with a credit card and submits
the renewal.
•
The unit will approve the membership renewal.
•
In Organization Manager, the unit selects the
Unit Pay option.
•
Unit Key 3s are notified each month about which
members are due to renew that month.
•
Using the Roster tab, the unit selects which
members they are ren
ewing
.
•
The unit can choose not to renew a member
(opt-out). The unit can also change the Scout’s
Life subscription settings for each person.
•
The
unit pays with a credit card or establishes a
securely stored electronic fund transfer payment
(ACH) and submits the renewal.
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13
Auto Renewal Membership
14
Auto Renewal Membership
•
For all Youth and Adult members in the BSA
•
All Membership Terms are for 12 months
•
New Membership Renewal will only have a one-month
lapse
•
New Unit Renewal will only have a one-month lapse
•
Parent/Guardian e-mails are needed
•
Parents can Opt-Out and Units can Opt-out the member too
•
A one-time data sync will be done in March to align all
Multiple and Functional Registrations to the Primary (paid)
expiry date
15
Auto Renewal Membership – Family / Self Pay
16
Auto Renewal Membership – Family / Self Pay
17
Auto Renewal Membership – Family / Self Pay
18
Auto Renewal Membership – Family / Self Pay
19
Auto Renewal Membership – Family / Self Pay
20
Auto Renewal Membership – Unit Pay
21
Auto Renewal Membership – Unit Pay
22
Auto Renewal Membership – Unit Pay
23
Auto Renewal Membership – Unit Pay
24
Auto Renewal Membership – Unit Pay
25
Auto Renewal Membership – Unit Pay
26
Auto Renewal Membership – Unit Pay
27
Auto Renewal Membership – Pay at the Council Office
28
Auto Renewal Membership – Missing Parent Guardian Relationship
29
Auto Renewal Membership – Missing Email Address Report
30
Auto Renewal Membership – Unit Roster Report
31
Auto Renewal Membership – Member without Unit Report
Thank You
for your attention, and for
everything you do for
Scouting!
The New Membership and Unit Renewal Task Force aims to streamline communication and provide resources for BSA stakeholders. Key presenters provide an overview of the process, discuss 2024 membership goals and plans, highlight monthly rally dates, and outline the multi-channel communication strategy. The focus is on simplifying the renewal process for volunteers and members. Auto-renewal membership timelines are also discussed for unit renewals.
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Presentation Transcript
BSA New Renewal System Overview January 11, 2024 1
Welcome and Introductions The New Membership and Unit Renewal Task Force has been charged with the responsibility to develop a communication plan, clear guidelines for councils and units, and to create the tools and resources for all applicable BSA stakeholders. The goal is to keep it simple and to be a resource to support local councils with this new business model. National Staff, CST and Council Volunteers, Director of Field Services/Deputy SE s and Scout Executives Objective Today High level overview of the process Presenters Chris Crowley, Deputy Scout Executive CFC (Orlando, FL) Clint Scharff, Council Service Territory 16 Director Michael Creagh, National - Manager, Member Applications A Few Reminders FAQ s update Submit questions in Q&A Is this recorded? Yes. Introduction Ron Timmons, National Director of Council Services Otto Goedhart, National Manager, Membership Growth
2024 Membership Goals and Plans 2024 Membership Goals and Plans By February 15th- Monthly Membership Goals, Spring New Youth and Fall New Youth Projections Due. Membership Goals include the following core programs Cub Scouting, Scouts BSA, Venturing/Sea Scouts and Exploring. (My.Scouting |Council Membership Tools Membership Projections) By March 29th Council Board Approved Membership Plans Due (2024 Council Membership Plan) 2024 Council and District Growth Plan Workbook (2024 Council Membership Plan) Chris Crowley, Deputy Scout Executive CFC (Orlando, FL)
2024 Monthly Rally Dates 2024 Monthly Rally Dates 3rd Thursday of Every Month February 15, 2024 March 7-8, 2024 (In-person) April 18 May 5-9 (NAM, In-person) June 20 July 18 August 15 September 19 October 17 November 21
Communications Plan Multi-channel communication strategy- CST newsletters, Commissioner platforms, BSA communication channels, BSA wire, Workplace, SE weekly packet, social media, direct email. 1st 2024- Focus on BSA staff (registrars and field staff), NST Volunteers, and Commissioners current charter process and create awareness and training for new process 2nd 2024- volunteer focused message- What & How 3rd 2024- focus on member renewal- Volunteers and members 4th 2024-focus on member & unit renewal 1st 2025- focus on member & unit renewal Clint Scharff, Council Service Territory 16 Director
Auto Renew Membership Timeline Unit Renewals Parent view Unit View Council View Micheal Creagh Manager, Member Applications 6
Unit Recharter BEFORE March 1, 2024 >> NO CHANGES << Unit Renewal AFTER March 1, 2024 >> Auto-Renewal Process << Youth and adult leader membership fees will be separated from the unit charter. Login at https://advancements.scouting.org/ Unit Leader, Unit committee chair, chartered organization representative, or designee Auto-Renewal Auto-Renewal Manual Renewal Manual Renewal Unit Paid Renewals Unit Paid Renewals Individual membership renewal and fees are paid to the unit or local council office. Individual membership renewal and fees are paid automatically by the individual Individual membership renewal and fees are paid by the unit Click on re-charter located on the lower right menu. Login at My.Scouting.org and go to Organization Manager (Unit Leader, committee chair, chartered organization representative, or designee have access) Enter 12-month term Edit Roster Click on Unit Renewal "on the menu. Validate Information Invite New Members Update Adult Leader Positions Remove Members Make changes to Leadership if needed in Position Manager Have leaders take YPT if needed Validate Information E-Sign the Page Pay and Submit Pay and Submit
Auto-Renewal Membership For all youth and adult members of the BSA Note: All registrations are for 12 months. For example, if your current registration expires on 12/31/2023, your renewed membership will start on 1/1/2024 and run through the entire calendar year until 12/31/2024. Membership renewal can be completed by either the individual, the family or the unit. Auto Renewal Membership Family/Self Pay Auto Renewal Membership Unit Pay An email notification and a renewal link will be sent 60 days before membership expires. In Organization Manager, the unit selects the Unit Pay option. Unit Key 3s are notified each month about which members are due to renew that month. Using the Roster tab, the unit selects which members they are renewing. The unit can choose not to renew a member (opt-out). The unit can also change the Scout s Life subscription settings for each person. The unit pays with a credit card or establishes a securely stored electronic fund transfer payment (ACH) and submits the renewal. The link provided in the email will direct individuals to a renewal form on My.Scouting If registered in multiple positions, select the primary position. Renewing the primary position will automatically renew multiple positions. The individual pays with a credit card and submits the renewal. The unit will approve the membership renewal.
Auto Renewal Membership For all Youth and Adult members in the BSA All Membership Terms are for 12 months New Membership Renewal will only have a one-month lapse New Unit Renewal will only have a one-month lapse Parent/Guardian e-mails are needed Parents can Opt-Out and Units can Opt-out the member too A one-time data sync will be done in March to align all Multiple and Functional Registrations to the Primary (paid) expiry date 14
Auto Renewal Membership Missing Parent Guardian Relationship 28
Thank You for your attention, and for everything you do for Scouting!
