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MARYLAND STATE COUNCIL

STRENGTHEN THE BONDS OF

FAITH AND FRATERNITY

Maryland State CouncilDD / GK Training

June 2012

Membership RetentionChris Powers, PGK, FDDcpowersr2@gmail.com

Retention

Why? Required – quota expectations from Supreme, State &

District

Admin – retention worksheet before suspension (Form-1845)

Want – offset weak programs/activities (stop the leak)

How?

Leadership messages & actions that are CLEAR

Retention

CLEAR Committee (not GK alone)

Exemplars of Knighthood

Extroverts are handy – personal contact is essential

Enabled by GK and Council

Resources

Appreciation

Endorsement & follow-through on activities/decisions

L

E

A

R

Retention

CLEAR Committee (not GK alone)

Listen

Members are most valued asset – demonstrate by listening

Maintain family contact through newsletter, cards, etc.

Rule of 10 contact tree – develop personal rapport

E

A

R

Retention

CLEAR Committee (not GK alone)

Listen

Entertain

Balance of fun and work

Variety of programs and events

Lecturer Program

A

R

Retention

CLEAR Committee (not GK alone)

Listen

Entertain

Active Membership

Sponsor, mentor, and 60-day follow-up

Members visible in church and community

Advancement wall chart (shared ownership)

R

Retention

CLEAR Committee (not GK alone)

Listen

Entertain

Active Membership

Resources

Degree ceremonies

Fraternal Benefits presentations

Council-level training (officers & programs)

History of the Order

Retention Process & Form-1845

Goal is retention of practical Catholic men in the Order

Retention Worksheet favors members over bureaucracy

Form-1845, Notice of Intent to SuspendRETENTION WORKSHEET

COUNCIL: MEMBERSHIP DIRECTOR’S NAME:

PHONE:

MEMBER NAME

MEMBER WIFE’S NAME

PHONE NO. MEMBER ADDRESS:

MEMBER SINCE TOTAL DUES OWED AS OF JAN 1ST

COUNCIL’S ANNUAL DUES

NUMBER OF QUARTERS IN ARREARS

AS OF:

DEGREE DATES

1ST DEGREE

2ND DEGREE

3RD DEGREE

COMMENTS/NOTES: (Please list all contact dates & notes from conversations)

Date 1st Contact Made:

By Whom:

Initials:

Comments by Member:

Comments/Recommendations by Retention Team Member:

Date 2nd Contact Made:

By Whom:

Initials:

Comments by Member: Comments/Recommendations by Retention Team Member:

Date 3rd Contact Made:

By Whom:

Initials

Comments by Member: Comments/Recommendations by Retention Team Member:

PROCESSING DATES

1ST NOTICE SENT:

2ND NOTICE SENT:

KNIGHT ALERT LETTER SENT:

1845 TO MEMBER

1845 TO SUPREME:

1845 & WORKSHEET TO STATE

1845 & WORKSHEET TO DD:

FORM 100 SENT TO SUPREME

CONFIRMATION FROM SUPREME

GK Signature: Retention Chairman Signature:

July 1, 2011

Complete top portion of the form Financial Secretary can assist Retention Chair with this

portion

Fraternal Benefits Advisor can assist with this portion

Retention Team members manage the process

Retention Worksheet

RETENTION WORKSHEET COUNCIL: MEMBERSHIP DIRECTOR’S NAME:

PHONE:

MEMBER NAME

MEMBER WIFE’S NAME

PHONE NO. MEMBER ADDRESS:

MEMBER SINCE TOTAL DUES OWED AS OF JAN 1ST

COUNCIL’S ANNUAL DUES

NUMBER OF QUARTERS IN ARREARS

AS OF:

DEGREE DATES

1ST DEGREE

2ND DEGREE

3RD DEGREE

COMMENTS/NOTES: (Please list all contact dates & notes from conversations)

July 1, 2011

Difficulties completing current information? When was last contact with member?

Are you certain member is aware of delinquent dues?

Does member feel like an important Knight in the council?

How do I find him? Proposer – look at original Form-100 (contact previous

council)

Local records – KofC Insurance, Parish, Schools

Online search – emails, Google, Social Media

Retention Worksheet

RETENTION WORKSHEET COUNCIL: MEMBERSHIP DIRECTOR’S NAME:

PHONE:

MEMBER NAME

MEMBER WIFE’S NAME

PHONE NO. MEMBER ADDRESS:

MEMBER SINCE TOTAL DUES OWED AS OF JAN 1ST

COUNCIL’S ANNUAL DUES

NUMBER OF QUARTERS IN ARREARS

AS OF:

DEGREE DATES

1ST DEGREE

2ND DEGREE

3RD DEGREE

COMMENTS/NOTES: (Please list all contact dates & notes from conversations)

July 1, 2011

Retention Worksheet

Record of first contact Ask proposer, parishioner, workmate, or friend to contact the

member

Direct contact (face-to-face or telephone)

Fraternal message of caring (health of member & family, work, etc.)

LISTEN (why isn’t member active with council?)

Is member still a practical Catholic? What would it take to bring him back to the Knights?

How can the Knights help him and his family?

Would member participate in council program for relief of dues?

RETENTION WORKSHEET

DEGREE DATES

1ST DEGREE

2ND DEGREE

3RD DEGREE

COMMENTS/NOTES: (Please list all contact dates & notes from conversations)

Date 1st Contact Made:

By Whom:

Initials:

Comments by Member:

Comments/Recommendations by Retention Team Member:

July 1, 2011

Retention Worksheet

Record of second contact Identify good fit for next contact (chair of member’s program,

…)

Direct contact (face-to-face or telephone)

Fraternal message of caring (health of member & family, work, etc.)

LISTEN (why isn’t member active with council?)

Build on message of first contact Demonstrate that council members are listening & care

Respond to first contact concerns

RETENTION WORKSHEET

Date 2nd Contact Made:

By Whom:

Initials:

Comments by Member: Comments/Recommendations by Retention Team Member: Date 3rd Contact Made:

By Whom:

Initials

July 1, 2011

Retention Worksheet

Record of third contact Retention Chair, Membership Chair, GK, DGK

Direct contact (face-to-face or telephone)

Fraternal message of caring (health of member & family, work, etc.)

LISTEN (why isn’t member active with council?)

Build on message of earlier contacts Demonstrate that council members are listening & care

Respond to member’s concerns

RETENTION WORKSHEET

Date 3rd Contact Made:

By Whom:

Initials

Comments by Member: Comments/Recommendations by Retention Team Member:

PROCESSING DATES

July 1, 2011

Retention Worksheet

Admin record FS can help with this portion of the worksheet

Record data

Submit copy of Retention Worksheet with Form-1845

RETENTION WORKSHEET

Comments/Recommendations by Retention Team Member:

PROCESSING DATES

1ST NOTICE SENT:

2ND NOTICE SENT:

KNIGHT ALERT LETTER SENT:

1845 TO MEMBER

1845 TO SUPREME:

1845 & WORKSHEET TO STATE

1845 & WORKSHEET TO DD:

FORM 100 SENT TO SUPREME

CONFIRMATION FROM SUPREME

GK Signature: Retention Chairman Signature:

July 1, 2011

Retention Worksheet

Opportunity Retain a practical Catholic in the Order

Renew and establish fraternal bonds

Understand why individual members are not activeRETENTION WORKSHEET

COUNCIL: MEMBERSHIP DIRECTOR’S NAME:

PHONE:

MEMBER NAME

MEMBER WIFE’S NAME

PHONE NO. MEMBER ADDRESS:

MEMBER SINCE TOTAL DUES OWED AS OF JAN 1ST

COUNCIL’S ANNUAL DUES

NUMBER OF QUARTERS IN ARREARS

AS OF:

DEGREE DATES

1ST DEGREE

2ND DEGREE

3RD DEGREE

COMMENTS/NOTES: (Please list all contact dates & notes from conversations)

Date 1st Contact Made:

By Whom:

Initials:

Comments by Member:

Comments/Recommendations by Retention Team Member:

Date 2nd Contact Made:

By Whom:

Initials:

Comments by Member: Comments/Recommendations by Retention Team Member:

Date 3rd Contact Made:

By Whom:

Initials

Comments by Member: Comments/Recommendations by Retention Team Member:

PROCESSING DATES

1ST NOTICE SENT:

2ND NOTICE SENT:

KNIGHT ALERT LETTER SENT:

1845 TO MEMBER

1845 TO SUPREME:

1845 & WORKSHEET TO STATE

1845 & WORKSHEET TO DD:

FORM 100 SENT TO SUPREME

CONFIRMATION FROM SUPREME

GK Signature: Retention Chairman Signature:

July 1, 2011

Listen & Learn Throughout Retention Process

Retention Summary

Communications/rapport before issues

Active Retention Committee

Stay upbeat – KofC is a good story!

CLEAR Committee (not GK alone)

Listen

Entertain

Active Membership

Resources