Empathy List Archives

CE

Cottrell, Elizabeth

Tue, Mar 9, 2021 7:38 PM

Dear GSW Council + especially Carl-Henry:

Please reply to this email before tomorrow night’s GSW meeting with: Approve | Object | Comments (Optional).

Many meetings later, I have a firm proposal, with financial consequences, for Council to approve regarding our Membership Process (I will spare you the details, unless you want them).

Council has already approved a “one step” process in which new members simply go directly to payment (no need for three signatures etc). We lose a high percentage of potential members due to our 2-step process.

I can’t recall if Council has officially approved adding a “gift membership” membership option, but Council verbally supported this idea. (Please raise objections to this now if you have them.)

To effect these changes we need a new contract with MSA to modify our web-based membership process. I am seeking Council’s approval for these changes and approval to expend funds on the order of $1,500-$2,500 (quote forthcoming once we decide on the ‘options’ below).

The changes are summarized in the attached pdf, but I will summarize verbally here.

Replace webform at (http://www.gswweb.org/index.php/membership/) with a link to our payment site (http://gsw.minsocam.org/ ) [Mike P and Ryan H do this; it is free for us]

The numbered list below refers to the red circled numbers in the attached pdf.

On http://gsw.minsocam.org/ , remove or fix non-functional links in left navigation bar
On http://gsw.minsocam.org/ , add “New Membership” link above the Paypal logo
On http://gsw.minsocam.org/membership.html , add “Check this box if this membership is a gift” to each of our membership categories
Add a new intermediate page to collect giftee information, including Name, Email, Address, Affiliation

ADDITIOAL OPTIONS that I am recommending for your comments and approval:
5a. Add function: giftee will receive an email alerting them that they have been given the gift of membership in GSW
5b. Track gift memberships (to know if this option is being used)

ADDITIONAL OPTION that I was presented with that I am not sure about (seeking comment):
5c. Track who has given gift memberships (the way we track who has made donations to our various funds)

Cheers,

Liz

Dear GSW Council + especially Carl-Henry: Please reply to this email before tomorrow night’s GSW meeting with: Approve | Object | Comments (Optional). Many meetings later, I have a firm proposal, with financial consequences, for Council to approve regarding our Membership Process (I will spare you the details, unless you want them). Council has already approved a “one step” process in which new members simply go directly to payment (no need for three signatures etc). We lose a high percentage of potential members due to our 2-step process. I can’t recall if Council has officially approved adding a “gift membership” membership option, but Council verbally supported this idea. (Please raise objections to this now if you have them.) To effect these changes we need a new contract with MSA to modify our web-based membership process. I am seeking Council’s approval for these changes and approval to expend funds on the order of $1,500-$2,500 (quote forthcoming once we decide on the ‘options’ below). The changes are summarized in the attached pdf, but I will summarize verbally here. 0. Replace webform at (http://www.gswweb.org/index.php/membership/) with a link to our payment site (http://gsw.minsocam.org/ ) [Mike P and Ryan H do this; it is free for us] The numbered list below refers to the red circled numbers in the attached pdf. 1. On http://gsw.minsocam.org/ , remove or fix non-functional links in left navigation bar 2. On http://gsw.minsocam.org/ , add “New Membership” link above the Paypal logo 3. On http://gsw.minsocam.org/membership.html , add “Check this box if this membership is a gift” to each of our membership categories 4. Add a new intermediate page to collect giftee information, including Name, Email, Address, Affiliation ADDITIOAL OPTIONS that I am recommending for your comments and approval: 5a. Add function: giftee will receive an email alerting them that they have been given the gift of membership in GSW 5b. Track gift memberships (to know if this option is being used) ADDITIONAL OPTION that I was presented with that I am not sure about (seeking comment): 5c. Track who has given gift memberships (the way we track who has made donations to our various funds) Cheers, Liz

CG

Carl-Henry Geschwind

Tue, Mar 9, 2021 7:48 PM

Dear Liz:

Generally looks o.k. to me.

Option 5a is a definite yes - someone who suddenly receives GSW meeting notices needs to know it is because he/she has been gifted a membership.

Option 5b - not quite sure (if adding the gift membership to the payments system is a one-time expense/sunk cost and there are no ongoing annual expenses to maintain it, then we don't gain anything financially by deciding later on that we don't really need it. But if there are annual maintenance expenses as well, then yes, we need to know whether anyone is actually gifting memberships)

Option 5c - not needed in my opinion (a gift to a specific person, unlike a charitable contribution, is not deductible for tax purposes and thus does not need to be tracked by me).

--Carl-Henry

On Tue, Mar 9, 2021, at 2:38 PM, Cottrell, Elizabeth wrote:

Dear GSW Council + especially Carl-Henry:

Please reply to this email before tomorrow night’s GSW meeting with: Approve | Object | Comments (Optional).

Many meetings later, I have a firm proposal, with financial consequences, for Council to approve regarding our Membership Process (I will spare you the details, unless you want them).

Council has already approved a “one step” process in which new members simply go directly to payment (no need for three signatures etc). We lose a high percentage of potential members due to our 2-step process.

I can’t recall if Council has officially approved adding a “gift membership” membership option, but Council verbally supported this idea. (Please raise objections to this now if you have them.)

To effect these changes we need a new contract with MSA to modify our web-based membership process. I am seeking Council’s approval for these changes and approval to expend funds on the order of $1,500-$2,500 (quote forthcoming once we decide on the ‘options’ below).

The changes are summarized in the attached pdf, but I will summarize verbally here.

Replace webform at (http://www.gswweb.org/index.php/membership/) with a link to our payment site (http://gsw.minsocam.org/ ) [Mike P and Ryan H do this; it is free for us]

The numbered list below refers to the red circled numbers in the attached pdf.

On http://gsw.minsocam.org/ , remove or fix non-functional links in left navigation bar

On http://gsw.minsocam.org/ , add “New Membership” link above the Paypal logo

On http://gsw.minsocam.org/membership.html , add “Check this box if this membership is a gift” to each of our membership categories

Add a new intermediate page to collect giftee information, including Name, Email, Address, Affiliation

ADDITIOAL OPTIONS that I am recommending for your comments and approval:

5a. Add function: giftee will receive an email alerting them that they have been given the gift of membership in GSW

5b. Track gift memberships (to know if this option is being used)

ADDITIONAL OPTION that I was presented with that I am not sure about (seeking comment):

5c. Track who has given gift memberships (the way we track who has made donations to our various funds)

Cheers,

Liz

Attachments:

GSWMembershipWorkflowProposal2021.pdf

Dear Liz: Generally looks o.k. to me. Option 5a is a definite yes - someone who suddenly receives GSW meeting notices needs to know it is because he/she has been gifted a membership. Option 5b - not quite sure (if adding the gift membership to the payments system is a one-time expense/sunk cost and there are no ongoing annual expenses to maintain it, then we don't gain anything financially by deciding later on that we don't really need it. But if there are annual maintenance expenses as well, then yes, we need to know whether anyone is actually gifting memberships) Option 5c - not needed in my opinion (a gift to a specific person, unlike a charitable contribution, is not deductible for tax purposes and thus does not need to be tracked by me). --Carl-Henry On Tue, Mar 9, 2021, at 2:38 PM, Cottrell, Elizabeth wrote: > Dear GSW Council + especially Carl-Henry: > > *Please reply to this email before tomorrow night’s GSW meeting with: Approve | Object | Comments (Optional).* > > Many meetings later, I have a firm proposal, with financial consequences, for Council to approve regarding our Membership Process (I will spare you the details, unless you want them). > > Council has already approved a “one step” process in which new members simply go directly to payment (no need for three signatures etc). We lose a high percentage of potential members due to our 2-step process. > > I can’t recall if Council has officially approved adding a “gift membership” membership option, but Council verbally supported this idea. (Please raise objections to this now if you have them.) > > *To effect these changes we need a new contract with MSA to modify our web-based membership process. I am seeking Council’s approval for these changes and approval to expend funds on the order of $1,500-$2,500 (quote forthcoming once we decide on the ‘options’ below).* > > The changes are summarized in the attached pdf, but I will summarize verbally here. > > 0. Replace webform at (http://www.gswweb.org/index.php/membership/) with a link to our payment site (http://gsw.minsocam.org/ ) [Mike P and Ryan H do this; it is free for us] > > *The numbered list below refers to the red circled numbers in the attached pdf.* > 1. On http://gsw.minsocam.org/ , remove or fix non-functional links in left navigation bar > 2. On http://gsw.minsocam.org/ , add “New Membership” link above the Paypal logo > 3. On http://gsw.minsocam.org/membership.html , add “Check this box if this membership is a gift” to each of our membership categories > 4. Add a new intermediate page to collect giftee information, including Name, Email, Address, Affiliation > > ADDITIOAL OPTIONS that I am recommending for your comments and approval: > 5a. Add function: giftee will receive an email alerting them that they have been given the gift of membership in GSW > 5b. Track gift memberships (to know if this option is being used) > > ADDITIONAL OPTION that I was presented with that I am not sure about (seeking comment): > 5c. Track who has given gift memberships (the way we track who has made donations to our various funds) > > Cheers, > > Liz > > > *Attachments:* > * GSWMembershipWorkflowProposal2021.pdf

CE

Cottrell, Elizabeth

Tue, Mar 9, 2021 9:37 PM

Carl-Henry,

Thanks for your rapid reply and comments.

All of this is a one-time cost.

I will put you down for a “yes” vote.

Liz

From: Carl-Henry Geschwind geschwind@fastmail.com
Date: Tuesday, March 9, 2021 at 2:48 PM
To: Elizabeth Cottrell cottrelle@si.edu, GSW Council gsw-councilplus-l@minlists.org
Subject: Re: Request for GSW Council Approval: New Membership Workflow/Process

External Email - Exercise Caution
Dear Liz:

Generally looks o.k. to me.

Option 5a is a definite yes - someone who suddenly receives GSW meeting notices needs to know it is because he/she has been gifted a membership.

Option 5b - not quite sure (if adding the gift membership to the payments system is a one-time expense/sunk cost and there are no ongoing annual expenses to maintain it, then we don't gain anything financially by deciding later on that we don't really need it. But if there are annual maintenance expenses as well, then yes, we need to know whether anyone is actually gifting memberships)

Option 5c - not needed in my opinion (a gift to a specific person, unlike a charitable contribution, is not deductible for tax purposes and thus does not need to be tracked by me).

--Carl-Henry

On Tue, Mar 9, 2021, at 2:38 PM, Cottrell, Elizabeth wrote:

Dear GSW Council + especially Carl-Henry:

Please reply to this email before tomorrow night’s GSW meeting with: Approve | Object | Comments (Optional).

Many meetings later, I have a firm proposal, with financial consequences, for Council to approve regarding our Membership Process (I will spare you the details, unless you want them).

Council has already approved a “one step” process in which new members simply go directly to payment (no need for three signatures etc). We lose a high percentage of potential members due to our 2-step process.

I can’t recall if Council has officially approved adding a “gift membership” membership option, but Council verbally supported this idea. (Please raise objections to this now if you have them.)

To effect these changes we need a new contract with MSA to modify our web-based membership process. I am seeking Council’s approval for these changes and approval to expend funds on the order of $1,500-$2,500 (quote forthcoming once we decide on the ‘options’ below).

The changes are summarized in the attached pdf, but I will summarize verbally here.

Replace webform at (http://www.gswweb.org/index.php/membership/https://nam02.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.gswweb.org%2Findex.php%2Fmembership%2F&data=04%7C01%7Ccottrelle%40si.edu%7C43d644b4423c41c92d2f08d8e3345eb8%7C989b5e2a14e44efe93b78cdd5fc5d11c%7C0%7C1%7C637509161366304960%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C2000&sdata=MjxdEA8PsgYrWsvbTfFeBzVSE1e79U2BBo1uMW8Cjjo%3D&reserved=0) with a link to our payment site (http://gsw.minsocam.org/https://nam02.safelinks.protection.outlook.com/?url=http%3A%2F%2Fgsw.minsocam.org%2F&data=04%7C01%7Ccottrelle%40si.edu%7C43d644b4423c41c92d2f08d8e3345eb8%7C989b5e2a14e44efe93b78cdd5fc5d11c%7C0%7C1%7C637509161366314916%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C2000&sdata=j89nBr%2BfnsrAsfQM%2FgcbU9v0jsKl9quW6s9LQfnRHlQ%3D&reserved=0 ) [Mike P and Ryan H do this; it is free for us]

The numbered list below refers to the red circled numbers in the attached pdf.

On http://gsw.minsocam.org/https://nam02.safelinks.protection.outlook.com/?url=http%3A%2F%2Fgsw.minsocam.org%2F&data=04%7C01%7Ccottrelle%40si.edu%7C43d644b4423c41c92d2f08d8e3345eb8%7C989b5e2a14e44efe93b78cdd5fc5d11c%7C0%7C1%7C637509161366314916%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C2000&sdata=j89nBr%2BfnsrAsfQM%2FgcbU9v0jsKl9quW6s9LQfnRHlQ%3D&reserved=0 , remove or fix non-functional links in left navigation bar
On http://gsw.minsocam.org/https://nam02.safelinks.protection.outlook.com/?url=http%3A%2F%2Fgsw.minsocam.org%2F&data=04%7C01%7Ccottrelle%40si.edu%7C43d644b4423c41c92d2f08d8e3345eb8%7C989b5e2a14e44efe93b78cdd5fc5d11c%7C0%7C1%7C637509161366324872%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C2000&sdata=BOUj40eT6uy0Tbo6axZDnlgNT2wsW6MiJn3PXs9HWTE%3D&reserved=0 , add “New Membership” link above the Paypal logo
On http://gsw.minsocam.org/membership.html https://nam02.safelinks.protection.outlook.com/?url=http%3A%2F%2Fgsw.minsocam.org%2Fmembership.html&data=04%7C01%7Ccottrelle%40si.edu%7C43d644b4423c41c92d2f08d8e3345eb8%7C989b5e2a14e44efe93b78cdd5fc5d11c%7C0%7C1%7C637509161366324872%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C2000&sdata=WZl6%2BBP2nUERkWlD5VYtso6YMtCnY6caQV%2BGVEL3GvY%3D&reserved=0 , add “Check this box if this membership is a gift” to each of our membership categories
Add a new intermediate page to collect giftee information, including Name, Email, Address, Affiliation

ADDITIOAL OPTIONS that I am recommending for your comments and approval:

5a. Add function: giftee will receive an email alerting them that they have been given the gift of membership in GSW

5b. Track gift memberships (to know if this option is being used)

ADDITIONAL OPTION that I was presented with that I am not sure about (seeking comment):

5c. Track who has given gift memberships (the way we track who has made donations to our various funds)

Cheers,

Liz

Attachments:

GSWMembershipWorkflowProposal2021.pdf

Carl-Henry, Thanks for your rapid reply and comments. All of this is a one-time cost. I will put you down for a “yes” vote. Liz From: Carl-Henry Geschwind <geschwind@fastmail.com> Date: Tuesday, March 9, 2021 at 2:48 PM To: Elizabeth Cottrell <cottrelle@si.edu>, GSW Council <gsw-councilplus-l@minlists.org> Subject: Re: Request for GSW Council Approval: New Membership Workflow/Process External Email - Exercise Caution Dear Liz: Generally looks o.k. to me. Option 5a is a definite yes - someone who suddenly receives GSW meeting notices needs to know it is because he/she has been gifted a membership. Option 5b - not quite sure (if adding the gift membership to the payments system is a one-time expense/sunk cost and there are no ongoing annual expenses to maintain it, then we don't gain anything financially by deciding later on that we don't really need it. But if there are annual maintenance expenses as well, then yes, we need to know whether anyone is actually gifting memberships) Option 5c - not needed in my opinion (a gift to a specific person, unlike a charitable contribution, is not deductible for tax purposes and thus does not need to be tracked by me). --Carl-Henry On Tue, Mar 9, 2021, at 2:38 PM, Cottrell, Elizabeth wrote: Dear GSW Council + especially Carl-Henry: Please reply to this email before tomorrow night’s GSW meeting with: Approve | Object | Comments (Optional). Many meetings later, I have a firm proposal, with financial consequences, for Council to approve regarding our Membership Process (I will spare you the details, unless you want them). Council has already approved a “one step” process in which new members simply go directly to payment (no need for three signatures etc). We lose a high percentage of potential members due to our 2-step process. I can’t recall if Council has officially approved adding a “gift membership” membership option, but Council verbally supported this idea. (Please raise objections to this now if you have them.) To effect these changes we need a new contract with MSA to modify our web-based membership process. I am seeking Council’s approval for these changes and approval to expend funds on the order of $1,500-$2,500 (quote forthcoming once we decide on the ‘options’ below). The changes are summarized in the attached pdf, but I will summarize verbally here. 0. Replace webform at (http://www.gswweb.org/index.php/membership/<https://nam02.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.gswweb.org%2Findex.php%2Fmembership%2F&data=04%7C01%7Ccottrelle%40si.edu%7C43d644b4423c41c92d2f08d8e3345eb8%7C989b5e2a14e44efe93b78cdd5fc5d11c%7C0%7C1%7C637509161366304960%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C2000&sdata=MjxdEA8PsgYrWsvbTfFeBzVSE1e79U2BBo1uMW8Cjjo%3D&reserved=0>) with a link to our payment site (http://gsw.minsocam.org/<https://nam02.safelinks.protection.outlook.com/?url=http%3A%2F%2Fgsw.minsocam.org%2F&data=04%7C01%7Ccottrelle%40si.edu%7C43d644b4423c41c92d2f08d8e3345eb8%7C989b5e2a14e44efe93b78cdd5fc5d11c%7C0%7C1%7C637509161366314916%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C2000&sdata=j89nBr%2BfnsrAsfQM%2FgcbU9v0jsKl9quW6s9LQfnRHlQ%3D&reserved=0> ) [Mike P and Ryan H do this; it is free for us] The numbered list below refers to the red circled numbers in the attached pdf. 1. On http://gsw.minsocam.org/<https://nam02.safelinks.protection.outlook.com/?url=http%3A%2F%2Fgsw.minsocam.org%2F&data=04%7C01%7Ccottrelle%40si.edu%7C43d644b4423c41c92d2f08d8e3345eb8%7C989b5e2a14e44efe93b78cdd5fc5d11c%7C0%7C1%7C637509161366314916%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C2000&sdata=j89nBr%2BfnsrAsfQM%2FgcbU9v0jsKl9quW6s9LQfnRHlQ%3D&reserved=0> , remove or fix non-functional links in left navigation bar 2. On http://gsw.minsocam.org/<https://nam02.safelinks.protection.outlook.com/?url=http%3A%2F%2Fgsw.minsocam.org%2F&data=04%7C01%7Ccottrelle%40si.edu%7C43d644b4423c41c92d2f08d8e3345eb8%7C989b5e2a14e44efe93b78cdd5fc5d11c%7C0%7C1%7C637509161366324872%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C2000&sdata=BOUj40eT6uy0Tbo6axZDnlgNT2wsW6MiJn3PXs9HWTE%3D&reserved=0> , add “New Membership” link above the Paypal logo 3. On http://gsw.minsocam.org/membership.html<https://nam02.safelinks.protection.outlook.com/?url=http%3A%2F%2Fgsw.minsocam.org%2Fmembership.html&data=04%7C01%7Ccottrelle%40si.edu%7C43d644b4423c41c92d2f08d8e3345eb8%7C989b5e2a14e44efe93b78cdd5fc5d11c%7C0%7C1%7C637509161366324872%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C2000&sdata=WZl6%2BBP2nUERkWlD5VYtso6YMtCnY6caQV%2BGVEL3GvY%3D&reserved=0> , add “Check this box if this membership is a gift” to each of our membership categories 4. Add a new intermediate page to collect giftee information, including Name, Email, Address, Affiliation ADDITIOAL OPTIONS that I am recommending for your comments and approval: 5a. Add function: giftee will receive an email alerting them that they have been given the gift of membership in GSW 5b. Track gift memberships (to know if this option is being used) ADDITIONAL OPTION that I was presented with that I am not sure about (seeking comment): 5c. Track who has given gift memberships (the way we track who has made donations to our various funds) Cheers, Liz Attachments: * GSWMembershipWorkflowProposal2021.pdf

RH

Ryan Haupt

Wed, Mar 10, 2021 12:30 AM

Hi Liz and everyone,

Approve with a few comments.

For change #0 - Removing the current form and replacing it with a link is trivial (which is not something I’m complaining about!) However, if we are paying MSA that amount I think it would be worth having a discussion with them about creating something we can embed on our site directly to further reduce the number of steps a new member would have to take. The proposed changes would mean that someone has to go our site, then click membership, then click another link to go to another site. I think if we can remove even one extra time someone has to go to a new page we improve our odds of folks completing the process. I think the amount for the potential amount of money being spent it would not be unreasonable to at least ask about this as a possibility.

For 5a - did we ever formally decide if we were going to gift memberships to remote speakers as a thank you for helping us during the pandemic? If so how would this new system accommodate that? Just want to make sure we’ve thought through all the variables.

For 5c - I think it would be good for us to know who is giving gifts to who, even for us to just be able to say thank you.

That’s all I’ve got, looking forward to seeing folks tomorrow!

Best,
Ryan

P.S. I don’t want to derail the thread but I am having some issues with the e-mails from this listserv coming through to me. I get the announcement e-mails fine but I often miss messages from Liz sent out on this listserv. This also meant that the PDF attachment did not go through for me so if someone could send that to me directly I would appreciate it. Let me know if anyone else has had issues and ideas for fixing it. Thanks!

--
Ryan J. Haupt, Ph.D.
rjhaupt@gmail.com
he/him/his

Director of WV STEM Programming
National Youth Science Foundation

https://ryanhaupt.com/
On Mar 9, 2021, 2:48 PM -0500, Carl-Henry Geschwind geschwind@fastmail.com, wrote:

Dear Liz:

Generally looks o.k. to me.

Option 5a is a definite yes - someone who suddenly receives GSW meeting notices needs to know it is because he/she has been gifted a membership.

Option 5b - not quite sure (if adding the gift membership to the payments system is a one-time expense/sunk cost and there are no ongoing annual expenses to maintain it, then we don't gain anything financially by deciding later on that we don't really need it. But if there are annual maintenance expenses as well, then yes, we need to know whether anyone is actually gifting memberships)

Option 5c - not needed in my opinion (a gift to a specific person, unlike a charitable contribution, is not deductible for tax purposes and thus does not need to be tracked by me).

--Carl-Henry

On Tue, Mar 9, 2021, at 2:38 PM, Cottrell, Elizabeth wrote:

Dear GSW Council + especially Carl-Henry:

Please reply to this email before tomorrow night’s GSW meeting with: Approve | Object | Comments (Optional).

Many meetings later, I have a firm proposal, with financial consequences, for Council to approve regarding our Membership Process (I will spare you the details, unless you want them).

Council has already approved a “one step” process in which new members simply go directly to payment (no need for three signatures etc). We lose a high percentage of potential members due to our 2-step process.

I can’t recall if Council has officially approved adding a “gift membership” membership option, but Council verbally supported this idea. (Please raise objections to this now if you have them.)

To effect these changes we need a new contract with MSA to modify our web-based membership process. I am seeking Council’s approval for these changes and approval to expend funds on the order of $1,500-$2,500 (quote forthcoming once we decide on the ‘options’ below).

The changes are summarized in the attached pdf, but I will summarize verbally here.

Replace webform at (http://www.gswweb.org/index.php/membership/) with a link to our payment site (http://gsw.minsocam.org/ ) [Mike P and Ryan H do this; it is free for us]

The numbered list below refers to the red circled numbers in the attached pdf.

On http://gsw.minsocam.org/ , remove or fix non-functional links in left navigation bar
On http://gsw.minsocam.org/ , add “New Membership” link above the Paypal logo
On http://gsw.minsocam.org/membership.html , add “Check this box if this membership is a gift” to each of our membership categories
Add a new intermediate page to collect giftee information, including Name, Email, Address, Affiliation

ADDITIOAL OPTIONS that I am recommending for your comments and approval:
5a. Add function: giftee will receive an email alerting them that they have been given the gift of membership in GSW
5b. Track gift memberships (to know if this option is being used)

ADDITIONAL OPTION that I was presented with that I am not sure about (seeking comment):
5c. Track who has given gift memberships (the way we track who has made donations to our various funds)

Cheers,

Liz

Attachments:

• GSWMembershipWorkflowProposal2021.pdf

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Hi Liz and everyone, Approve with a few comments. For change #0 - Removing the current form and replacing it with a link is trivial (which is not something I’m complaining about!) However, if we are paying MSA that amount I think it would be worth having a discussion with them about creating something we can embed on our site directly to further reduce the number of steps a new member would have to take. The proposed changes would mean that someone has to go our site, then click membership, then click another link to go to another site. I think if we can remove even one extra time someone has to go to a new page we improve our odds of folks completing the process. I think the amount for the potential amount of money being spent it would not be unreasonable to at least ask about this as a possibility. For 5a - did we ever formally decide if we were going to gift memberships to remote speakers as a thank you for helping us during the pandemic? If so how would this new system accommodate that? Just want to make sure we’ve thought through all the variables. For 5c - I think it would be good for us to know who is giving gifts to who, even for us to just be able to say thank you. That’s all I’ve got, looking forward to seeing folks tomorrow! Best, Ryan P.S. I don’t want to derail the thread but I am having some issues with the e-mails from this listserv coming through to me. I get the announcement e-mails fine but I often miss messages from Liz sent out on this listserv. This also meant that the PDF attachment did not go through for me so if someone could send that to me directly I would appreciate it. Let me know if anyone else has had issues and ideas for fixing it. Thanks! -- Ryan J. Haupt, Ph.D. rjhaupt@gmail.com he/him/his Director of WV STEM Programming National Youth Science Foundation https://ryanhaupt.com/ On Mar 9, 2021, 2:48 PM -0500, Carl-Henry Geschwind <geschwind@fastmail.com>, wrote: > Dear Liz: > > Generally looks o.k. to me. > > Option 5a is a definite yes - someone who suddenly receives GSW meeting notices needs to know it is because he/she has been gifted a membership. > > Option 5b - not quite sure (if adding the gift membership to the payments system is a one-time expense/sunk cost and there are no ongoing annual expenses to maintain it, then we don't gain anything financially by deciding later on that we don't really need it. But if there are annual maintenance expenses as well, then yes, we need to know whether anyone is actually gifting memberships) > > Option 5c - not needed in my opinion (a gift to a specific person, unlike a charitable contribution, is not deductible for tax purposes and thus does not need to be tracked by me). > > --Carl-Henry > > On Tue, Mar 9, 2021, at 2:38 PM, Cottrell, Elizabeth wrote: > > Dear GSW Council + especially Carl-Henry: > > > > Please reply to this email before tomorrow night’s GSW meeting with: Approve | Object | Comments (Optional). > > > > Many meetings later, I have a firm proposal, with financial consequences, for Council to approve regarding our Membership Process (I will spare you the details, unless you want them). > > > > Council has already approved a “one step” process in which new members simply go directly to payment (no need for three signatures etc). We lose a high percentage of potential members due to our 2-step process. > > > > I can’t recall if Council has officially approved adding a “gift membership” membership option, but Council verbally supported this idea. (Please raise objections to this now if you have them.) > > > > To effect these changes we need a new contract with MSA to modify our web-based membership process. I am seeking Council’s approval for these changes and approval to expend funds on the order of $1,500-$2,500 (quote forthcoming once we decide on the ‘options’ below). > > > > The changes are summarized in the attached pdf, but I will summarize verbally here. > > > > 0. Replace webform at (http://www.gswweb.org/index.php/membership/) with a link to our payment site (http://gsw.minsocam.org/ ) [Mike P and Ryan H do this; it is free for us] > > > > The numbered list below refers to the red circled numbers in the attached pdf. > > 1. On http://gsw.minsocam.org/ , remove or fix non-functional links in left navigation bar > > 2. On http://gsw.minsocam.org/ , add “New Membership” link above the Paypal logo > > 3. On http://gsw.minsocam.org/membership.html , add “Check this box if this membership is a gift” to each of our membership categories > > 4. Add a new intermediate page to collect giftee information, including Name, Email, Address, Affiliation > > > > ADDITIOAL OPTIONS that I am recommending for your comments and approval: > > 5a. Add function: giftee will receive an email alerting them that they have been given the gift of membership in GSW > > 5b. Track gift memberships (to know if this option is being used) > > > > ADDITIONAL OPTION that I was presented with that I am not sure about (seeking comment): > > 5c. Track who has given gift memberships (the way we track who has made donations to our various funds) > > > > Cheers, > > > > Liz > > > > > > Attachments: > > > > • GSWMembershipWorkflowProposal2021.pdf > > > > _______________________________________________ > GSW-Councilplus-l mailing list -- gsw-councilplus-l@minlists.org > > The GSW Councilplus list serv intended for GSW Council members and GSW Committee Chairs to receive and post messages. > > To unsubscribe send an email to gsw-councilplus-l-leave@minlists.org > %(web_page_url)slistinfo%(cgiext)s/%(_internal_name)s

LM

Lawrence Meinert

Wed, Mar 10, 2021 1:47 AM

Like Ryan, I am not getting these emails. This is the first I have seen of this stream.

Larry Meinert
233 Bay Avenue
(Slaughter Beach)
Milford, DE 19963
LDmeinert@gmail.com
413-320-5669

On Mar 9, 2021, at 7:30 PM, Ryan Haupt rjhaupt@gmail.com wrote:

Hi Liz and everyone,

Approve with a few comments.

For change #0 - Removing the current form and replacing it with a link is trivial (which is not something I’m complaining about!) However, if we are paying MSA that amount I think it would be worth having a discussion with them about creating something we can embed on our site directly to further reduce the number of steps a new member would have to take. The proposed changes would mean that someone has to go our site, then click membership, then click another link to go to another site. I think if we can remove even one extra time someone has to go to a new page we improve our odds of folks completing the process. I think the amount for the potential amount of money being spent it would not be unreasonable to at least ask about this as a possibility.

For 5a - did we ever formally decide if we were going to gift memberships to remote speakers as a thank you for helping us during the pandemic? If so how would this new system accommodate that? Just want to make sure we’ve thought through all the variables.

For 5c - I think it would be good for us to know who is giving gifts to who, even for us to just be able to say thank you.

That’s all I’ve got, looking forward to seeing folks tomorrow!

Best,
Ryan

P.S. I don’t want to derail the thread but I am having some issues with the e-mails from this listserv coming through to me. I get the announcement e-mails fine but I often miss messages from Liz sent out on this listserv. This also meant that the PDF attachment did not go through for me so if someone could send that to me directly I would appreciate it. Let me know if anyone else has had issues and ideas for fixing it. Thanks!

--
Ryan J. Haupt, Ph.D.
rjhaupt@gmail.com mailto:rjhaupt@gmail.com
he/him/his

Director of WV STEM Programming
National Youth Science Foundation

https://ryanhaupt.com/ https://ryanhaupt.com/
On Mar 9, 2021, 2:48 PM -0500, Carl-Henry Geschwind geschwind@fastmail.com, wrote:

Dear Liz:

Generally looks o.k. to me.

Option 5a is a definite yes - someone who suddenly receives GSW meeting notices needs to know it is because he/she has been gifted a membership.

Option 5b - not quite sure (if adding the gift membership to the payments system is a one-time expense/sunk cost and there are no ongoing annual expenses to maintain it, then we don't gain anything financially by deciding later on that we don't really need it. But if there are annual maintenance expenses as well, then yes, we need to know whether anyone is actually gifting memberships)

Option 5c - not needed in my opinion (a gift to a specific person, unlike a charitable contribution, is not deductible for tax purposes and thus does not need to be tracked by me).

--Carl-Henry

On Tue, Mar 9, 2021, at 2:38 PM, Cottrell, Elizabeth wrote:

Dear GSW Council + especially Carl-Henry:

Please reply to this email before tomorrow night’s GSW meeting with: Approve | Object | Comments (Optional).

Many meetings later, I have a firm proposal, with financial consequences, for Council to approve regarding our Membership Process (I will spare you the details, unless you want them).

Council has already approved a “one step” process in which new members simply go directly to payment (no need for three signatures etc). We lose a high percentage of potential members due to our 2-step process.

I can’t recall if Council has officially approved adding a “gift membership” membership option, but Council verbally supported this idea. (Please raise objections to this now if you have them.)

To effect these changes we need a new contract with MSA to modify our web-based membership process. I am seeking Council’s approval for these changes and approval to expend funds on the order of $1,500-$2,500 (quote forthcoming once we decide on the ‘options’ below).

The changes are summarized in the attached pdf, but I will summarize verbally here.

Replace webform at (http://www.gswweb.org/index.php/membership/ http://www.gswweb.org/index.php/membership/) with a link to our payment site (http://gsw.minsocam.org/ http://gsw.minsocam.org/ ) [Mike P and Ryan H do this; it is free for us]

The numbered list below refers to the red circled numbers in the attached pdf.

On http://gsw.minsocam.org/ http://gsw.minsocam.org/ , remove or fix non-functional links in left navigation bar
On http://gsw.minsocam.org/ http://gsw.minsocam.org/ , add “New Membership” link above the Paypal logo
On http://gsw.minsocam.org/membership.html http://gsw.minsocam.org/membership.html , add “Check this box if this membership is a gift” to each of our membership categories
Add a new intermediate page to collect giftee information, including Name, Email, Address, Affiliation

ADDITIOAL OPTIONS that I am recommending for your comments and approval:

5a. Add function: giftee will receive an email alerting them that they have been given the gift of membership in GSW

5b. Track gift memberships (to know if this option is being used)

ADDITIONAL OPTION that I was presented with that I am not sure about (seeking comment):

5c. Track who has given gift memberships (the way we track who has made donations to our various funds)

Cheers,

Liz

Attachments:
GSWMembershipWorkflowProposal2021.pdf

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%(web_page_url)slistinfo%(cgiext)s/%(_internal_name)s

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%(web_page_url)slistinfo%(cgiext)s/%(_internal_name)s

Like Ryan, I am not getting these emails. This is the first I have seen of this stream. Larry Meinert 233 Bay Avenue (Slaughter Beach) Milford, DE 19963 LDmeinert@gmail.com 413-320-5669 > On Mar 9, 2021, at 7:30 PM, Ryan Haupt <rjhaupt@gmail.com> wrote: > > Hi Liz and everyone, > > Approve with a few comments. > > For change #0 - Removing the current form and replacing it with a link is trivial (which is not something I’m complaining about!) However, if we are paying MSA that amount I think it would be worth having a discussion with them about creating something we can embed on our site directly to further reduce the number of steps a new member would have to take. The proposed changes would mean that someone has to go our site, then click membership, then click another link to go to another site. I think if we can remove even one extra time someone has to go to a new page we improve our odds of folks completing the process. I think the amount for the potential amount of money being spent it would not be unreasonable to at least ask about this as a possibility. > > For 5a - did we ever formally decide if we were going to gift memberships to remote speakers as a thank you for helping us during the pandemic? If so how would this new system accommodate that? Just want to make sure we’ve thought through all the variables. > > For 5c - I think it would be good for us to know who is giving gifts to who, even for us to just be able to say thank you. > > That’s all I’ve got, looking forward to seeing folks tomorrow! > > Best, > Ryan > > P.S. I don’t want to derail the thread but I am having some issues with the e-mails from this listserv coming through to me. I get the announcement e-mails fine but I often miss messages from Liz sent out on this listserv. This also meant that the PDF attachment did not go through for me so if someone could send that to me directly I would appreciate it. Let me know if anyone else has had issues and ideas for fixing it. Thanks! > > -- > Ryan J. Haupt, Ph.D. > rjhaupt@gmail.com <mailto:rjhaupt@gmail.com> > he/him/his > > Director of WV STEM Programming > National Youth Science Foundation > > https://ryanhaupt.com/ <https://ryanhaupt.com/> > On Mar 9, 2021, 2:48 PM -0500, Carl-Henry Geschwind <geschwind@fastmail.com>, wrote: >> Dear Liz: >> >> Generally looks o.k. to me. >> >> Option 5a is a definite yes - someone who suddenly receives GSW meeting notices needs to know it is because he/she has been gifted a membership. >> >> Option 5b - not quite sure (if adding the gift membership to the payments system is a one-time expense/sunk cost and there are no ongoing annual expenses to maintain it, then we don't gain anything financially by deciding later on that we don't really need it. But if there are annual maintenance expenses as well, then yes, we need to know whether anyone is actually gifting memberships) >> >> Option 5c - not needed in my opinion (a gift to a specific person, unlike a charitable contribution, is not deductible for tax purposes and thus does not need to be tracked by me). >> >> --Carl-Henry >> >> On Tue, Mar 9, 2021, at 2:38 PM, Cottrell, Elizabeth wrote: >>> Dear GSW Council + especially Carl-Henry: >>> >>> >>> >>> Please reply to this email before tomorrow night’s GSW meeting with: Approve | Object | Comments (Optional). >>> >>> >>> >>> Many meetings later, I have a firm proposal, with financial consequences, for Council to approve regarding our Membership Process (I will spare you the details, unless you want them). >>> >>> >>> >>> Council has already approved a “one step” process in which new members simply go directly to payment (no need for three signatures etc). We lose a high percentage of potential members due to our 2-step process. >>> >>> >>> >>> I can’t recall if Council has officially approved adding a “gift membership” membership option, but Council verbally supported this idea. (Please raise objections to this now if you have them.) >>> >>> >>> >>> To effect these changes we need a new contract with MSA to modify our web-based membership process. I am seeking Council’s approval for these changes and approval to expend funds on the order of $1,500-$2,500 (quote forthcoming once we decide on the ‘options’ below). >>> >>> >>> >>> The changes are summarized in the attached pdf, but I will summarize verbally here. >>> >>> >>> >>> 0. Replace webform at (http://www.gswweb.org/index.php/membership/ <http://www.gswweb.org/index.php/membership/>) with a link to our payment site (http://gsw.minsocam.org/ <http://gsw.minsocam.org/> ) [Mike P and Ryan H do this; it is free for us] >>> >>> >>> >>> The numbered list below refers to the red circled numbers in the attached pdf. >>> >>> 1. On http://gsw.minsocam.org/ <http://gsw.minsocam.org/> , remove or fix non-functional links in left navigation bar >>> >>> 2. On http://gsw.minsocam.org/ <http://gsw.minsocam.org/> , add “New Membership” link above the Paypal logo >>> >>> 3. On http://gsw.minsocam.org/membership.html <http://gsw.minsocam.org/membership.html> , add “Check this box if this membership is a gift” to each of our membership categories >>> >>> 4. Add a new intermediate page to collect giftee information, including Name, Email, Address, Affiliation >>> >>> >>> >>> ADDITIOAL OPTIONS that I am recommending for your comments and approval: >>> >>> 5a. Add function: giftee will receive an email alerting them that they have been given the gift of membership in GSW >>> >>> 5b. Track gift memberships (to know if this option is being used) >>> >>> >>> >>> ADDITIONAL OPTION that I was presented with that I am not sure about (seeking comment): >>> >>> 5c. Track who has given gift memberships (the way we track who has made donations to our various funds) >>> >>> >>> >>> Cheers, >>> >>> >>> >>> Liz >>> >>> >>> >>> >>> Attachments: >>> GSWMembershipWorkflowProposal2021.pdf >> >> _______________________________________________ >> GSW-Councilplus-l mailing list -- gsw-councilplus-l@minlists.org >> >> The GSW Councilplus list serv intended for GSW Council members and GSW Committee Chairs to receive and post messages. >> >> To unsubscribe send an email to gsw-councilplus-l-leave@minlists.org >> %(web_page_url)slistinfo%(cgiext)s/%(_internal_name)s > _______________________________________________ > GSW-Councilplus-l mailing list -- gsw-councilplus-l@minlists.org > > The GSW Councilplus list serv intended for GSW Council members and GSW Committee Chairs to receive and post messages. > > To unsubscribe send an email to gsw-councilplus-l-leave@minlists.org > %(web_page_url)slistinfo%(cgiext)s/%(_internal_name)s

SE

Sztein, Ester

Wed, Mar 10, 2021 3:49 AM

Hi Liz, Ryan, Carl-Henry, all,

I was in meetings all day and only now getting to these emails.

I approve that one-time expense to streamline and improve the system, which had fallen in some disrepair and needed updates.

On 5a, I believed we have approved to give gift memberships to speakers in lieu of the dinner as a token of our appreciation. I never moved on the letters to all "virtual" 2020 speakers because the membership form/process was not yet optimized. I will be happy to do those 2020 letters. I would need to have a mechanism to do the membership for each of them, unless we can direct them to the new membership form and mention that it is a gift-- perhaps giving them a special code that will bypass the payment page. I think that this part of the process (either the president or another GSW officer doing the membership, or the giftee his/herself) is not very clear yet, but we need to determine how to do it. I think it would be more efficient if the giftee does this, since it will cut on email traffic trying to get all the information needed, but could work either way.

It would be good to track gift memberships if possible (5b and 5c).

Thank you all,
Ester.

Ester Sztein, PhD
Assistant Director, Board on International Scientific Organizations
Deputy Director, Board on Research Data and Information
The National Academies of Sciences, Engineering, and Medicine
500 5th Street, NW K504
Washington, DC 20001
Phone: 202-334-3049
Fax: 202-334-2231
Email: esztein@nas.edu
http://national-academies.org/biso

Past President, Geological Society of Washington

From: Ryan Haupt rjhaupt@gmail.com
Sent: Tuesday, March 9, 2021 7:30 PM
To: Cottrell, Elizabeth; GSW Council; Carl-Henry Geschwind
Subject: [Gsw-councilplus-l] Re: Request for GSW Council Approval: New Membership Workflow/Process

Hi Liz and everyone,

Approve with a few comments.

For change #0 - Removing the current form and replacing it with a link is trivial (which is not something I’m complaining about!) However, if we are paying MSA that amount I think it would be worth having a discussion with them about creating something we can embed on our site directly to further reduce the number of steps a new member would have to take. The proposed changes would mean that someone has to go our site, then click membership, then click another link to go to another site. I think if we can remove even one extra time someone has to go to a new page we improve our odds of folks completing the process. I think the amount for the potential amount of money being spent it would not be unreasonable to at least ask about this as a possibility.

For 5a - did we ever formally decide if we were going to gift memberships to remote speakers as a thank you for helping us during the pandemic? If so how would this new system accommodate that? Just want to make sure we’ve thought through all the variables.

For 5c - I think it would be good for us to know who is giving gifts to who, even for us to just be able to say thank you.

That’s all I’ve got, looking forward to seeing folks tomorrow!

Best,
Ryan

P.S. I don’t want to derail the thread but I am having some issues with the e-mails from this listserv coming through to me. I get the announcement e-mails fine but I often miss messages from Liz sent out on this listserv. This also meant that the PDF attachment did not go through for me so if someone could send that to me directly I would appreciate it. Let me know if anyone else has had issues and ideas for fixing it. Thanks!

--
Ryan J. Haupt, Ph.D.
rjhaupt@gmail.com mailto:rjhaupt@gmail.com
he/him/his

Director of WV STEM Programming
National Youth Science Foundation

https://ryanhaupt.com/
On Mar 9, 2021, 2:48 PM -0500, Carl-Henry Geschwind geschwind@fastmail.com, wrote:
Dear Liz:

Generally looks o.k. to me.

Option 5a is a definite yes - someone who suddenly receives GSW meeting notices needs to know it is because he/she has been gifted a membership.

Option 5b - not quite sure (if adding the gift membership to the payments system is a one-time expense/sunk cost and there are no ongoing annual expenses to maintain it, then we don't gain anything financially by deciding later on that we don't really need it. But if there are annual maintenance expenses as well, then yes, we need to know whether anyone is actually gifting memberships)

Option 5c - not needed in my opinion (a gift to a specific person, unlike a charitable contribution, is not deductible for tax purposes and thus does not need to be tracked by me).

--Carl-Henry

On Tue, Mar 9, 2021, at 2:38 PM, Cottrell, Elizabeth wrote:

Dear GSW Council + especially Carl-Henry:

Please reply to this email before tomorrow night’s GSW meeting with: Approve | Object | Comments (Optional).

Many meetings later, I have a firm proposal, with financial consequences, for Council to approve regarding our Membership Process (I will spare you the details, unless you want them).

Council has already approved a “one step” process in which new members simply go directly to payment (no need for three signatures etc). We lose a high percentage of potential members due to our 2-step process.

I can’t recall if Council has officially approved adding a “gift membership” membership option, but Council verbally supported this idea. (Please raise objections to this now if you have them.)

To effect these changes we need a new contract with MSA to modify our web-based membership process. I am seeking Council’s approval for these changes and approval to expend funds on the order of $1,500-$2,500 (quote forthcoming once we decide on the ‘options’ below).

The changes are summarized in the attached pdf, but I will summarize verbally here.

Replace webform at (http://www.gswweb.org/index.php/membership/) with a link to our payment site (http://gsw.minsocam.org/ ) [Mike P and Ryan H do this; it is free for us]

The numbered list below refers to the red circled numbers in the attached pdf.

On http://gsw.minsocam.org/ , remove or fix non-functional links in left navigation bar
On http://gsw.minsocam.org/ , add “New Membership” link above the Paypal logo
On http://gsw.minsocam.org/membership.html , add “Check this box if this membership is a gift” to each of our membership categories
Add a new intermediate page to collect giftee information, including Name, Email, Address, Affiliation

ADDITIOAL OPTIONS that I am recommending for your comments and approval:

5a. Add function: giftee will receive an email alerting them that they have been given the gift of membership in GSW

5b. Track gift memberships (to know if this option is being used)

ADDITIONAL OPTION that I was presented with that I am not sure about (seeking comment):

5c. Track who has given gift memberships (the way we track who has made donations to our various funds)

Cheers,

Liz

Attachments:

GSWMembershipWorkflowProposal2021.pdf

GSW-Councilplus-l mailing list -- gsw-councilplus-l@minlists.org

The GSW Councilplus list serv intended for GSW Council members and GSW Committee Chairs to receive and post messages.

To unsubscribe send an email to gsw-councilplus-l-leave@minlists.org
%(web_page_url)slistinfo%(cgiext)s/%(_internal_name)s

Hi Liz, Ryan, Carl-Henry, all, I was in meetings all day and only now getting to these emails. I approve that one-time expense to streamline and improve the system, which had fallen in some disrepair and needed updates. On 5a, I believed we have approved to give gift memberships to speakers in lieu of the dinner as a token of our appreciation. I never moved on the letters to all "virtual" 2020 speakers because the membership form/process was not yet optimized. I will be happy to do those 2020 letters. I would need to have a mechanism to do the membership for each of them, unless we can direct them to the new membership form and mention that it is a gift-- perhaps giving them a special code that will bypass the payment page. I think that this part of the process (either the president or another GSW officer doing the membership, or the giftee his/herself) is not very clear yet, but we need to determine how to do it. I think it would be more efficient if the giftee does this, since it will cut on email traffic trying to get all the information needed, but could work either way. It would be good to track gift memberships if possible (5b and 5c). Thank you all, Ester. Ester Sztein, PhD Assistant Director, Board on International Scientific Organizations Deputy Director, Board on Research Data and Information The National Academies of Sciences, Engineering, and Medicine 500 5th Street, NW K504 Washington, DC 20001 Phone: 202-334-3049 Fax: 202-334-2231 Email: esztein@nas.edu http://national-academies.org/biso Past President, Geological Society of Washington ________________________________ From: Ryan Haupt <rjhaupt@gmail.com> Sent: Tuesday, March 9, 2021 7:30 PM To: Cottrell, Elizabeth; GSW Council; Carl-Henry Geschwind Subject: [Gsw-councilplus-l] Re: Request for GSW Council Approval: New Membership Workflow/Process Hi Liz and everyone, Approve with a few comments. For change #0 - Removing the current form and replacing it with a link is trivial (which is not something I’m complaining about!) However, if we are paying MSA that amount I think it would be worth having a discussion with them about creating something we can embed on our site directly to further reduce the number of steps a new member would have to take. The proposed changes would mean that someone has to go our site, then click membership, then click another link to go to another site. I think if we can remove even one extra time someone has to go to a new page we improve our odds of folks completing the process. I think the amount for the potential amount of money being spent it would not be unreasonable to at least ask about this as a possibility. For 5a - did we ever formally decide if we were going to gift memberships to remote speakers as a thank you for helping us during the pandemic? If so how would this new system accommodate that? Just want to make sure we’ve thought through all the variables. For 5c - I think it would be good for us to know who is giving gifts to who, even for us to just be able to say thank you. That’s all I’ve got, looking forward to seeing folks tomorrow! Best, Ryan P.S. I don’t want to derail the thread but I am having some issues with the e-mails from this listserv coming through to me. I get the announcement e-mails fine but I often miss messages from Liz sent out on this listserv. This also meant that the PDF attachment did not go through for me so if someone could send that to me directly I would appreciate it. Let me know if anyone else has had issues and ideas for fixing it. Thanks! -- Ryan J. Haupt, Ph.D. rjhaupt@gmail.com<mailto:rjhaupt@gmail.com> he/him/his Director of WV STEM Programming National Youth Science Foundation https://ryanhaupt.com/ On Mar 9, 2021, 2:48 PM -0500, Carl-Henry Geschwind <geschwind@fastmail.com>, wrote: Dear Liz: Generally looks o.k. to me. Option 5a is a definite yes - someone who suddenly receives GSW meeting notices needs to know it is because he/she has been gifted a membership. Option 5b - not quite sure (if adding the gift membership to the payments system is a one-time expense/sunk cost and there are no ongoing annual expenses to maintain it, then we don't gain anything financially by deciding later on that we don't really need it. But if there are annual maintenance expenses as well, then yes, we need to know whether anyone is actually gifting memberships) Option 5c - not needed in my opinion (a gift to a specific person, unlike a charitable contribution, is not deductible for tax purposes and thus does not need to be tracked by me). --Carl-Henry On Tue, Mar 9, 2021, at 2:38 PM, Cottrell, Elizabeth wrote: Dear GSW Council + especially Carl-Henry: Please reply to this email before tomorrow night’s GSW meeting with: Approve | Object | Comments (Optional). Many meetings later, I have a firm proposal, with financial consequences, for Council to approve regarding our Membership Process (I will spare you the details, unless you want them). Council has already approved a “one step” process in which new members simply go directly to payment (no need for three signatures etc). We lose a high percentage of potential members due to our 2-step process. I can’t recall if Council has officially approved adding a “gift membership” membership option, but Council verbally supported this idea. (Please raise objections to this now if you have them.) To effect these changes we need a new contract with MSA to modify our web-based membership process. I am seeking Council’s approval for these changes and approval to expend funds on the order of $1,500-$2,500 (quote forthcoming once we decide on the ‘options’ below). The changes are summarized in the attached pdf, but I will summarize verbally here. 0. Replace webform at (http://www.gswweb.org/index.php/membership/) with a link to our payment site (http://gsw.minsocam.org/ ) [Mike P and Ryan H do this; it is free for us] The numbered list below refers to the red circled numbers in the attached pdf. 1. On http://gsw.minsocam.org/ , remove or fix non-functional links in left navigation bar 2. On http://gsw.minsocam.org/ , add “New Membership” link above the Paypal logo 3. On http://gsw.minsocam.org/membership.html , add “Check this box if this membership is a gift” to each of our membership categories 4. Add a new intermediate page to collect giftee information, including Name, Email, Address, Affiliation ADDITIOAL OPTIONS that I am recommending for your comments and approval: 5a. Add function: giftee will receive an email alerting them that they have been given the gift of membership in GSW 5b. Track gift memberships (to know if this option is being used) ADDITIONAL OPTION that I was presented with that I am not sure about (seeking comment): 5c. Track who has given gift memberships (the way we track who has made donations to our various funds) Cheers, Liz Attachments: * GSWMembershipWorkflowProposal2021.pdf _______________________________________________ GSW-Councilplus-l mailing list -- gsw-councilplus-l@minlists.org The GSW Councilplus list serv intended for GSW Council members and GSW Committee Chairs to receive and post messages. To unsubscribe send an email to gsw-councilplus-l-leave@minlists.org %(web_page_url)slistinfo%(cgiext)s/%(_internal_name)s

PA

Pranoti Asher

Wed, Mar 10, 2021 10:54 AM

Hello everyone,
I also approve of this one time expense to streamline membership workflow.

I want to echo what Ryan said - I don't get any original emails that Liz sends out via the listserv. I only got the email from Ester in my inbox related to this thread from the original email from Liz - only then did I figure out that Ryan and Carl Henry had responded to her. This council listserv is not working for me 75% of the time. I have to patch together the few emails I get to sort out the issue and whether or not I need to respond (i.e. is there an action for me?).

Pranoti

Pranoti Asher, Ph.D.
Assistant Director, Grants & Education Programs
202-777-7522(O)
2000 Florida Ave. N.W. | Washington, D.C.20009
Pronouns: She/Her/Hers
From: Sztein, Ester ESztein@nas.edu
Sent: Tuesday, March 9, 2021 10:50 PM
To: Ryan Haupt rjhaupt@gmail.com; Elizabeth Cottrell cottrelle@si.edu; GSW Council gsw-councilplus-l@minlists.org; Carl-Henry Geschwind geschwind@fastmail.com
Subject: [Gsw-councilplus-l] Re: Request for GSW Council Approval: New Membership Workflow/Process

Hi Liz, Ryan, Carl-Henry, all,

I was in meetings all day and only now getting to these emails.

I approve that one-time expense to streamline and improve the system, which had fallen in some disrepair and needed updates.

On 5a, I believed we have approved to give gift memberships to speakers in lieu of the dinner as a token of our appreciation. I never moved on the letters to all "virtual" 2020 speakers because the membership form/process was not yet optimized. I will be happy to do those 2020 letters. I would need to have a mechanism to do the membership for each of them, unless we can direct them to the new membership form and mention that it is a gift-- perhaps giving them a special code that will bypass the payment page. I think that this part of the process (either the president or another GSW officer doing the membership, or the giftee his/herself) is not very clear yet, but we need to determine how to do it. I think it would be more efficient if the giftee does this, since it will cut on email traffic trying to get all the information needed, but could work either way.

It would be good to track gift memberships if possible (5b and 5c).

Thank you all,
Ester.

Ester Sztein, PhD
Assistant Director, Board on International Scientific Organizations
Deputy Director, Board on Research Data and Information
The National Academies of Sciences, Engineering, and Medicine
500 5th Street, NW K504
Washington, DC 20001
Phone: 202-334-3049
Fax: 202-334-2231
Email: esztein@nas.edu mailto:esztein@nas.edu
http://national-academies.org/biso

Past President, Geological Society of Washington

From: Ryan Haupt <rjhaupt@gmail.com mailto:rjhaupt@gmail.com>
Sent: Tuesday, March 9, 2021 7:30 PM
To: Cottrell, Elizabeth; GSW Council; Carl-Henry Geschwind
Subject: [Gsw-councilplus-l] Re: Request for GSW Council Approval: New Membership Workflow/Process

Hi Liz and everyone,

Approve with a few comments.

For change #0 - Removing the current form and replacing it with a link is trivial (which is not something I'm complaining about!) However, if we are paying MSA that amount I think it would be worth having a discussion with them about creating something we can embed on our site directly to further reduce the number of steps a new member would have to take. The proposed changes would mean that someone has to go our site, then click membership, then click another link to go to another site. I think if we can remove even one extra time someone has to go to a new page we improve our odds of folks completing the process. I think the amount for the potential amount of money being spent it would not be unreasonable to at least ask about this as a possibility.

For 5a - did we ever formally decide if we were going to gift memberships to remote speakers as a thank you for helping us during the pandemic? If so how would this new system accommodate that? Just want to make sure we've thought through all the variables.

For 5c - I think it would be good for us to know who is giving gifts to who, even for us to just be able to say thank you.

That's all I've got, looking forward to seeing folks tomorrow!

Best,
Ryan

P.S. I don't want to derail the thread but I am having some issues with the e-mails from this listserv coming through to me. I get the announcement e-mails fine but I often miss messages from Liz sent out on this listserv. This also meant that the PDF attachment did not go through for me so if someone could send that to me directly I would appreciate it. Let me know if anyone else has had issues and ideas for fixing it. Thanks!

--
Ryan J. Haupt, Ph.D.
rjhaupt@gmail.com mailto:rjhaupt@gmail.com
he/him/his

Director of WV STEM Programming
National Youth Science Foundation
https://ryanhaupt.com/
On Mar 9, 2021, 2:48 PM -0500, Carl-Henry Geschwind <geschwind@fastmail.com mailto:geschwind@fastmail.com>, wrote:

Dear Liz:

Generally looks o.k. to me.

Option 5a is a definite yes - someone who suddenly receives GSW meeting notices needs to know it is because he/she has been gifted a membership.

Option 5b - not quite sure (if adding the gift membership to the payments system is a one-time expense/sunk cost and there are no ongoing annual expenses to maintain it, then we don't gain anything financially by deciding later on that we don't really need it. But if there are annual maintenance expenses as well, then yes, we need to know whether anyone is actually gifting memberships)

Option 5c - not needed in my opinion (a gift to a specific person, unlike a charitable contribution, is not deductible for tax purposes and thus does not need to be tracked by me).

--Carl-Henry

On Tue, Mar 9, 2021, at 2:38 PM, Cottrell, Elizabeth wrote:

Dear GSW Council + especially Carl-Henry:

Please reply to this email before tomorrow night's GSW meeting with: Approve | Object | Comments (Optional).

Many meetings later, I have a firm proposal, with financial consequences, for Council to approve regarding our Membership Process (I will spare you the details, unless you want them).

Council has already approved a "one step" process in which new members simply go directly to payment (no need for three signatures etc). We lose a high percentage of potential members due to our 2-step process.

I can't recall if Council has officially approved adding a "gift membership" membership option, but Council verbally supported this idea. (Please raise objections to this now if you have them.)

To effect these changes we need a new contract with MSA to modify our web-based membership process. I am seeking Council's approval for these changes and approval to expend funds on the order of $1,500-$2,500 (quote forthcoming once we decide on the 'options' below).

The changes are summarized in the attached pdf, but I will summarize verbally here.

Replace webform at (http://www.gswweb.org/index.php/membership/) with a link to our payment site (http://gsw.minsocam.org/ ) [Mike P and Ryan H do this; it is free for us]

The numbered list below refers to the red circled numbers in the attached pdf.

On http://gsw.minsocam.org/ , remove or fix non-functional links in left navigation bar
On http://gsw.minsocam.org/ , add "New Membership" link above the Paypal logo
On http://gsw.minsocam.org/membership.html , add "Check this box if this membership is a gift" to each of our membership categories
Add a new intermediate page to collect giftee information, including Name, Email, Address, Affiliation

ADDITIOAL OPTIONS that I am recommending for your comments and approval:

5a. Add function: giftee will receive an email alerting them that they have been given the gift of membership in GSW

5b. Track gift memberships (to know if this option is being used)

ADDITIONAL OPTION that I was presented with that I am not sure about (seeking comment):

5c. Track who has given gift memberships (the way we track who has made donations to our various funds)

Cheers,

Liz

Attachments:

GSWMembershipWorkflowProposal2021.pdf

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Hello everyone, I also approve of this one time expense to streamline membership workflow. I want to echo what Ryan said - I don't get any original emails that Liz sends out via the listserv. I only got the email from Ester in my inbox related to this thread from the original email from Liz - only then did I figure out that Ryan and Carl Henry had responded to her. This council listserv is not working for me 75% of the time. I have to patch together the few emails I get to sort out the issue and whether or not I need to respond (i.e. is there an action for me?). Pranoti Pranoti Asher, Ph.D. Assistant Director, Grants & Education Programs 202-777-7522(O) 2000 Florida Ave. N.W. | Washington, D.C.20009 Pronouns: She/Her/Hers From: Sztein, Ester <ESztein@nas.edu> Sent: Tuesday, March 9, 2021 10:50 PM To: Ryan Haupt <rjhaupt@gmail.com>; Elizabeth Cottrell <cottrelle@si.edu>; GSW Council <gsw-councilplus-l@minlists.org>; Carl-Henry Geschwind <geschwind@fastmail.com> Subject: [Gsw-councilplus-l] Re: Request for GSW Council Approval: New Membership Workflow/Process Hi Liz, Ryan, Carl-Henry, all, I was in meetings all day and only now getting to these emails. I approve that one-time expense to streamline and improve the system, which had fallen in some disrepair and needed updates. On 5a, I believed we have approved to give gift memberships to speakers in lieu of the dinner as a token of our appreciation. I never moved on the letters to all "virtual" 2020 speakers because the membership form/process was not yet optimized. I will be happy to do those 2020 letters. I would need to have a mechanism to do the membership for each of them, unless we can direct them to the new membership form and mention that it is a gift-- perhaps giving them a special code that will bypass the payment page. I think that this part of the process (either the president or another GSW officer doing the membership, or the giftee his/herself) is not very clear yet, but we need to determine how to do it. I think it would be more efficient if the giftee does this, since it will cut on email traffic trying to get all the information needed, but could work either way. It would be good to track gift memberships if possible (5b and 5c). Thank you all, Ester. Ester Sztein, PhD Assistant Director, Board on International Scientific Organizations Deputy Director, Board on Research Data and Information The National Academies of Sciences, Engineering, and Medicine 500 5th Street, NW K504 Washington, DC 20001 Phone: 202-334-3049 Fax: 202-334-2231 Email: esztein@nas.edu<mailto:esztein@nas.edu> http://national-academies.org/biso Past President, Geological Society of Washington ________________________________ From: Ryan Haupt <rjhaupt@gmail.com<mailto:rjhaupt@gmail.com>> Sent: Tuesday, March 9, 2021 7:30 PM To: Cottrell, Elizabeth; GSW Council; Carl-Henry Geschwind Subject: [Gsw-councilplus-l] Re: Request for GSW Council Approval: New Membership Workflow/Process Hi Liz and everyone, Approve with a few comments. For change #0 - Removing the current form and replacing it with a link is trivial (which is not something I'm complaining about!) However, if we are paying MSA that amount I think it would be worth having a discussion with them about creating something we can embed on our site directly to further reduce the number of steps a new member would have to take. The proposed changes would mean that someone has to go our site, then click membership, then click another link to go to another site. I think if we can remove even one extra time someone has to go to a new page we improve our odds of folks completing the process. I think the amount for the potential amount of money being spent it would not be unreasonable to at least ask about this as a possibility. For 5a - did we ever formally decide if we were going to gift memberships to remote speakers as a thank you for helping us during the pandemic? If so how would this new system accommodate that? Just want to make sure we've thought through all the variables. For 5c - I think it would be good for us to know who is giving gifts to who, even for us to just be able to say thank you. That's all I've got, looking forward to seeing folks tomorrow! Best, Ryan P.S. I don't want to derail the thread but I am having some issues with the e-mails from this listserv coming through to me. I get the announcement e-mails fine but I often miss messages from Liz sent out on this listserv. This also meant that the PDF attachment did not go through for me so if someone could send that to me directly I would appreciate it. Let me know if anyone else has had issues and ideas for fixing it. Thanks! -- Ryan J. Haupt, Ph.D. rjhaupt@gmail.com<mailto:rjhaupt@gmail.com> he/him/his Director of WV STEM Programming National Youth Science Foundation https://ryanhaupt.com/ On Mar 9, 2021, 2:48 PM -0500, Carl-Henry Geschwind <geschwind@fastmail.com<mailto:geschwind@fastmail.com>>, wrote: Dear Liz: Generally looks o.k. to me. Option 5a is a definite yes - someone who suddenly receives GSW meeting notices needs to know it is because he/she has been gifted a membership. Option 5b - not quite sure (if adding the gift membership to the payments system is a one-time expense/sunk cost and there are no ongoing annual expenses to maintain it, then we don't gain anything financially by deciding later on that we don't really need it. But if there are annual maintenance expenses as well, then yes, we need to know whether anyone is actually gifting memberships) Option 5c - not needed in my opinion (a gift to a specific person, unlike a charitable contribution, is not deductible for tax purposes and thus does not need to be tracked by me). --Carl-Henry On Tue, Mar 9, 2021, at 2:38 PM, Cottrell, Elizabeth wrote: Dear GSW Council + especially Carl-Henry: Please reply to this email before tomorrow night's GSW meeting with: Approve | Object | Comments (Optional). Many meetings later, I have a firm proposal, with financial consequences, for Council to approve regarding our Membership Process (I will spare you the details, unless you want them). Council has already approved a "one step" process in which new members simply go directly to payment (no need for three signatures etc). We lose a high percentage of potential members due to our 2-step process. I can't recall if Council has officially approved adding a "gift membership" membership option, but Council verbally supported this idea. (Please raise objections to this now if you have them.) To effect these changes we need a new contract with MSA to modify our web-based membership process. I am seeking Council's approval for these changes and approval to expend funds on the order of $1,500-$2,500 (quote forthcoming once we decide on the 'options' below). The changes are summarized in the attached pdf, but I will summarize verbally here. 0. Replace webform at (http://www.gswweb.org/index.php/membership/) with a link to our payment site (http://gsw.minsocam.org/ ) [Mike P and Ryan H do this; it is free for us] The numbered list below refers to the red circled numbers in the attached pdf. 1. On http://gsw.minsocam.org/ , remove or fix non-functional links in left navigation bar 2. On http://gsw.minsocam.org/ , add "New Membership" link above the Paypal logo 3. On http://gsw.minsocam.org/membership.html , add "Check this box if this membership is a gift" to each of our membership categories 4. Add a new intermediate page to collect giftee information, including Name, Email, Address, Affiliation ADDITIOAL OPTIONS that I am recommending for your comments and approval: 5a. Add function: giftee will receive an email alerting them that they have been given the gift of membership in GSW 5b. Track gift memberships (to know if this option is being used) ADDITIONAL OPTION that I was presented with that I am not sure about (seeking comment): 5c. Track who has given gift memberships (the way we track who has made donations to our various funds) Cheers, Liz Attachments: * GSWMembershipWorkflowProposal2021.pdf _______________________________________________ GSW-Councilplus-l mailing list -- gsw-councilplus-l@minlists.org<mailto:gsw-councilplus-l@minlists.org> The GSW Councilplus list serv intended for GSW Council members and GSW Committee Chairs to receive and post messages. To unsubscribe send an email to gsw-councilplus-l-leave@minlists.org<mailto:gsw-councilplus-l-leave@minlists.org> %(web_page_url)slistinfo%(cgiext)s/%(_internal_name)s

KN

Kori Newman

Wed, Mar 10, 2021 11:03 AM

Replying to this thread to preserve all the preceding comments...

Liz, I did not receive this original message from you, but I did receive Carl-Henry’s, yours, Ryan’s, Larry’s and Ester’s responses. Since Gmail has the bad habit of automatically filtering out messages as spam, I searched though my junk folder too, but no joy there.

I approve the one-time expenditure to update the web-based membership process. My one question is how renewals will be handled since that seems to have been a previous pet peeve of yours. Will renewal notices now automatically be sent to the giftee?

I strongly support item 5a (notifying the recipient of the gift membership). Item 5b (tracking gift memberships) is a nice to have. I might be interesting to see how many of those gifted memberships renew.

As for Ryan’s question about gifting memberships to virtual speakers or someone of their choosing, is this still necessary since Liz is now sending them wine to have a private pre-meeting happy hour? I’m not opposed to doing both, especially since Carl-Henry deemed that the wine purchasing is something the the President could do at her discretion.

Kori

On Mar 9, 2021, at 10:49 PM, Sztein, Ester ESztein@nas.edu wrote:

Hi Liz, Ryan, Carl-Henry, all,

I was in meetings all day and only now getting to these emails.

I approve that one-time expense to streamline and improve the system, which had fallen in some disrepair and needed updates.

On 5a, I believed we have approved to give gift memberships to speakers in lieu of the dinner as a token of our appreciation. I never moved on the letters to all "virtual" 2020 speakers because the membership form/process was not yet optimized. I will be happy to do those 2020 letters. I would need to have a mechanism to do the membership for each of them, unless we can direct them to the new membership form and mention that it is a gift-- perhaps giving them a special code that will bypass the payment page. I think that this part of the process (either the president or another GSW officer doing the membership, or the giftee his/herself) is not very clear yet, but we need to determine how to do it. I think it would be more efficient if the giftee does this, since it will cut on email traffic trying to get all the information needed, but could work either way.

It would be good to track gift memberships if possible (5b and 5c).

Thank you all,
Ester.

Ester Sztein, PhD
Assistant Director, Board on International Scientific Organizations
Deputy Director, Board on Research Data and Information
The National Academies of Sciences, Engineering, and Medicine
500 5th Street, NW K504
Washington, DC 20001
Phone: 202-334-3049
Fax: 202-334-2231
Email: esztein@nas.edu
http://national-academies.org/biso

Past President, Geological Society of Washington
From: Ryan Haupt rjhaupt@gmail.com
Sent: Tuesday, March 9, 2021 7:30 PM
To: Cottrell, Elizabeth; GSW Council; Carl-Henry Geschwind
Subject: [Gsw-councilplus-l] Re: Request for GSW Council Approval: New Membership Workflow/Process

Hi Liz and everyone,

Approve with a few comments.

For change #0 - Removing the current form and replacing it with a link is trivial (which is not something I’m complaining about!) However, if we are paying MSA that amount I think it would be worth having a discussion with them about creating something we can embed on our site directly to further reduce the number of steps a new member would have to take. The proposed changes would mean that someone has to go our site, then click membership, then click another link to go to another site. I think if we can remove even one extra time someone has to go to a new page we improve our odds of folks completing the process. I think the amount for the potential amount of money being spent it would not be unreasonable to at least ask about this as a possibility.

For 5a - did we ever formally decide if we were going to gift memberships to remote speakers as a thank you for helping us during the pandemic? If so how would this new system accommodate that? Just want to make sure we’ve thought through all the variables.

For 5c - I think it would be good for us to know who is giving gifts to who, even for us to just be able to say thank you.

That’s all I’ve got, looking forward to seeing folks tomorrow!

Best,
Ryan

P.S. I don’t want to derail the thread but I am having some issues with the e-mails from this listserv coming through to me. I get the announcement e-mails fine but I often miss messages from Liz sent out on this listserv. This also meant that the PDF attachment did not go through for me so if someone could send that to me directly I would appreciate it. Let me know if anyone else has had issues and ideas for fixing it. Thanks!

--
Ryan J. Haupt, Ph.D.
rjhaupt@gmail.com
he/him/his

Director of WV STEM Programming
National Youth Science Foundation

https://ryanhaupt.com/
On Mar 9, 2021, 2:48 PM -0500, Carl-Henry Geschwind geschwind@fastmail.com, wrote:

Dear Liz:

Generally looks o.k. to me.

Option 5a is a definite yes - someone who suddenly receives GSW meeting notices needs to know it is because he/she has been gifted a membership.

Option 5b - not quite sure (if adding the gift membership to the payments system is a one-time expense/sunk cost and there are no ongoing annual expenses to maintain it, then we don't gain anything financially by deciding later on that we don't really need it. But if there are annual maintenance expenses as well, then yes, we need to know whether anyone is actually gifting memberships)

Option 5c - not needed in my opinion (a gift to a specific person, unlike a charitable contribution, is not deductible for tax purposes and thus does not need to be tracked by me).

--Carl-Henry

On Tue, Mar 9, 2021, at 2:38 PM, Cottrell, Elizabeth wrote:

Dear GSW Council + especially Carl-Henry:

Please reply to this email before tomorrow night’s GSW meeting with: Approve | Object | Comments (Optional).

Many meetings later, I have a firm proposal, with financial consequences, for Council to approve regarding our Membership Process (I will spare you the details, unless you want them).

Council has already approved a “one step” process in which new members simply go directly to payment (no need for three signatures etc). We lose a high percentage of potential members due to our 2-step process.

I can’t recall if Council has officially approved adding a “gift membership” membership option, but Council verbally supported this idea. (Please raise objections to this now if you have them.)

To effect these changes we need a new contract with MSA to modify our web-based membership process. I am seeking Council’s approval for these changes and approval to expend funds on the order of $1,500-$2,500 (quote forthcoming once we decide on the ‘options’ below).

The changes are summarized in the attached pdf, but I will summarize verbally here.

Replace webform at (http://www.gswweb.org/index.php/membership/) with a link to our payment site (http://gsw.minsocam.org/ ) [Mike P and Ryan H do this; it is free for us]

The numbered list below refers to the red circled numbers in the attached pdf.

On http://gsw.minsocam.org/ , remove or fix non-functional links in left navigation bar
On http://gsw.minsocam.org/ , add “New Membership” link above the Paypal logo
On http://gsw.minsocam.org/membership.html , add “Check this box if this membership is a gift” to each of our membership categories
Add a new intermediate page to collect giftee information, including Name, Email, Address, Affiliation

ADDITIOAL OPTIONS that I am recommending for your comments and approval:

5a. Add function: giftee will receive an email alerting them that they have been given the gift of membership in GSW

5b. Track gift memberships (to know if this option is being used)

ADDITIONAL OPTION that I was presented with that I am not sure about (seeking comment):

5c. Track who has given gift memberships (the way we track who has made donations to our various funds)

Cheers,

Liz

Attachments:
GSWMembershipWorkflowProposal2021.pdf

GSW-Councilplus-l mailing list -- gsw-councilplus-l@minlists.org

The GSW Councilplus list serv intended for GSW Council members and GSW Committee Chairs to receive and post messages.

To unsubscribe send an email to gsw-councilplus-l-leave@minlists.org
%(web_page_url)slistinfo%(cgiext)s/%(_internal_name)s

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The GSW Councilplus list serv intended for GSW Council members and GSW Committee Chairs to receive and post messages.

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%(web_page_url)slistinfo%(cgiext)s/%(_internal_name)s

Replying to this thread to preserve all the preceding comments... Liz, I did not receive this original message from you, but I did receive Carl-Henry’s, yours, Ryan’s, Larry’s and Ester’s responses. Since Gmail has the bad habit of automatically filtering out messages as spam, I searched though my junk folder too, but no joy there. I approve the one-time expenditure to update the web-based membership process. My one question is how renewals will be handled since that seems to have been a previous pet peeve of yours. Will renewal notices now automatically be sent to the giftee? I strongly support item 5a (notifying the recipient of the gift membership). Item 5b (tracking gift memberships) is a nice to have. I might be interesting to see how many of those gifted memberships renew. As for Ryan’s question about gifting memberships to virtual speakers or someone of their choosing, is this still necessary since Liz is now sending them wine to have a private pre-meeting happy hour? I’m not opposed to doing both, especially since Carl-Henry deemed that the wine purchasing is something the the President could do at her discretion. Kori > On Mar 9, 2021, at 10:49 PM, Sztein, Ester <ESztein@nas.edu> wrote: > > Hi Liz, Ryan, Carl-Henry, all, > > I was in meetings all day and only now getting to these emails. > > > > I approve that one-time expense to streamline and improve the system, which had fallen in some disrepair and needed updates. > > > > On 5a, I believed we have approved to give gift memberships to speakers in lieu of the dinner as a token of our appreciation. I never moved on the letters to all "virtual" 2020 speakers because the membership form/process was not yet optimized. I will be happy to do those 2020 letters. I would need to have a mechanism to do the membership for each of them, unless we can direct them to the new membership form and mention that it is a gift-- perhaps giving them a special code that will bypass the payment page. I think that this part of the process (either the president or another GSW officer doing the membership, or the giftee his/herself) is not very clear yet, but we need to determine how to do it. I think it would be more efficient if the giftee does this, since it will cut on email traffic trying to get all the information needed, but could work either way. > > > > It would be good to track gift memberships if possible (5b and 5c). > > Thank you all, > Ester. > > > > Ester Sztein, PhD > Assistant Director, Board on International Scientific Organizations > Deputy Director, Board on Research Data and Information > The National Academies of Sciences, Engineering, and Medicine > 500 5th Street, NW K504 > Washington, DC 20001 > Phone: 202-334-3049 > Fax: 202-334-2231 > Email: esztein@nas.edu > http://national-academies.org/biso > > Past President, Geological Society of Washington > From: Ryan Haupt <rjhaupt@gmail.com> > Sent: Tuesday, March 9, 2021 7:30 PM > To: Cottrell, Elizabeth; GSW Council; Carl-Henry Geschwind > Subject: [Gsw-councilplus-l] Re: Request for GSW Council Approval: New Membership Workflow/Process > > Hi Liz and everyone, > > Approve with a few comments. > > For change #0 - Removing the current form and replacing it with a link is trivial (which is not something I’m complaining about!) However, if we are paying MSA that amount I think it would be worth having a discussion with them about creating something we can embed on our site directly to further reduce the number of steps a new member would have to take. The proposed changes would mean that someone has to go our site, then click membership, then click another link to go to another site. I think if we can remove even one extra time someone has to go to a new page we improve our odds of folks completing the process. I think the amount for the potential amount of money being spent it would not be unreasonable to at least ask about this as a possibility. > > For 5a - did we ever formally decide if we were going to gift memberships to remote speakers as a thank you for helping us during the pandemic? If so how would this new system accommodate that? Just want to make sure we’ve thought through all the variables. > > For 5c - I think it would be good for us to know who is giving gifts to who, even for us to just be able to say thank you. > > That’s all I’ve got, looking forward to seeing folks tomorrow! > > Best, > Ryan > > P.S. I don’t want to derail the thread but I am having some issues with the e-mails from this listserv coming through to me. I get the announcement e-mails fine but I often miss messages from Liz sent out on this listserv. This also meant that the PDF attachment did not go through for me so if someone could send that to me directly I would appreciate it. Let me know if anyone else has had issues and ideas for fixing it. Thanks! > > -- > Ryan J. Haupt, Ph.D. > rjhaupt@gmail.com > he/him/his > > Director of WV STEM Programming > National Youth Science Foundation > > https://ryanhaupt.com/ > On Mar 9, 2021, 2:48 PM -0500, Carl-Henry Geschwind <geschwind@fastmail.com>, wrote: >> Dear Liz: >> >> Generally looks o.k. to me. >> >> Option 5a is a definite yes - someone who suddenly receives GSW meeting notices needs to know it is because he/she has been gifted a membership. >> >> Option 5b - not quite sure (if adding the gift membership to the payments system is a one-time expense/sunk cost and there are no ongoing annual expenses to maintain it, then we don't gain anything financially by deciding later on that we don't really need it. But if there are annual maintenance expenses as well, then yes, we need to know whether anyone is actually gifting memberships) >> >> Option 5c - not needed in my opinion (a gift to a specific person, unlike a charitable contribution, is not deductible for tax purposes and thus does not need to be tracked by me). >> >> --Carl-Henry >> >> On Tue, Mar 9, 2021, at 2:38 PM, Cottrell, Elizabeth wrote: >>> Dear GSW Council + especially Carl-Henry: >>> >>> >>> >>> Please reply to this email before tomorrow night’s GSW meeting with: Approve | Object | Comments (Optional). >>> >>> >>> >>> Many meetings later, I have a firm proposal, with financial consequences, for Council to approve regarding our Membership Process (I will spare you the details, unless you want them). >>> >>> >>> >>> Council has already approved a “one step” process in which new members simply go directly to payment (no need for three signatures etc). We lose a high percentage of potential members due to our 2-step process. >>> >>> >>> >>> I can’t recall if Council has officially approved adding a “gift membership” membership option, but Council verbally supported this idea. (Please raise objections to this now if you have them.) >>> >>> >>> >>> To effect these changes we need a new contract with MSA to modify our web-based membership process. I am seeking Council’s approval for these changes and approval to expend funds on the order of $1,500-$2,500 (quote forthcoming once we decide on the ‘options’ below). >>> >>> >>> >>> The changes are summarized in the attached pdf, but I will summarize verbally here. >>> >>> >>> >>> 0. Replace webform at (http://www.gswweb.org/index.php/membership/) with a link to our payment site (http://gsw.minsocam.org/ ) [Mike P and Ryan H do this; it is free for us] >>> >>> >>> >>> The numbered list below refers to the red circled numbers in the attached pdf. >>> >>> 1. On http://gsw.minsocam.org/ , remove or fix non-functional links in left navigation bar >>> >>> 2. On http://gsw.minsocam.org/ , add “New Membership” link above the Paypal logo >>> >>> 3. On http://gsw.minsocam.org/membership.html , add “Check this box if this membership is a gift” to each of our membership categories >>> >>> 4. Add a new intermediate page to collect giftee information, including Name, Email, Address, Affiliation >>> >>> >>> >>> ADDITIOAL OPTIONS that I am recommending for your comments and approval: >>> >>> 5a. Add function: giftee will receive an email alerting them that they have been given the gift of membership in GSW >>> >>> 5b. Track gift memberships (to know if this option is being used) >>> >>> >>> >>> ADDITIONAL OPTION that I was presented with that I am not sure about (seeking comment): >>> >>> 5c. Track who has given gift memberships (the way we track who has made donations to our various funds) >>> >>> >>> >>> Cheers, >>> >>> >>> >>> Liz >>> >>> >>> >>> >>> Attachments: >>> GSWMembershipWorkflowProposal2021.pdf >> >> _______________________________________________ >> GSW-Councilplus-l mailing list -- gsw-councilplus-l@minlists.org >> >> The GSW Councilplus list serv intended for GSW Council members and GSW Committee Chairs to receive and post messages. >> >> To unsubscribe send an email to gsw-councilplus-l-leave@minlists.org >> %(web_page_url)slistinfo%(cgiext)s/%(_internal_name)s > _______________________________________________ > GSW-Councilplus-l mailing list -- gsw-councilplus-l@minlists.org > > The GSW Councilplus list serv intended for GSW Council members and GSW Committee Chairs to receive and post messages. > > To unsubscribe send an email to gsw-councilplus-l-leave@minlists.org > %(web_page_url)slistinfo%(cgiext)s/%(_internal_name)s

YM

Yasmina Martos Martín

Wed, Mar 10, 2021 12:38 PM

Hello all,

I am also replying to the thread to preserve previous comments.

Liz, I have not received original messages from you but the replies from
others.

I approve the one-time expense to update the system and membership process.
I support items 5a and 5b. I have mixed feelings about 5c in case people
would like to remain anonymous. Maybe this can be a question within the
form?

Following the comment from Kori about gifting membership to virtual
speakers and the wine, I think both are very nice gestures but as Kori
asked, are both necessary? I am not opposing this either, I like both.

Yasmina

El mié, 10 mar 2021 a las 6:04, Kori Newman (kori.newman@gmail.com)
escribió:

Replying to this thread to preserve all the preceding comments...

Liz, I did not receive this original message from you, but I did receive
Carl-Henry’s, yours, Ryan’s, Larry’s and Ester’s responses. Since Gmail
has the bad habit of automatically filtering out messages as spam, I
searched though my junk folder too, but no joy there.

I approve the one-time expenditure to update the web-based membership
process. My one question is how renewals will be handled since that seems
to have been a previous pet peeve of yours. Will renewal notices now
automatically be sent to the giftee?

I strongly support item 5a (notifying the recipient of the gift
membership). Item 5b (tracking gift memberships) is a nice to have. I
might be interesting to see how many of those gifted memberships renew.

As for Ryan’s question about gifting memberships to virtual speakers or
someone of their choosing, is this still necessary since Liz is now sending
them wine to have a private pre-meeting happy hour? I’m not opposed to
doing both, especially since Carl-Henry deemed that the wine purchasing is
something the the President could do at her discretion.

Kori

On Mar 9, 2021, at 10:49 PM, Sztein, Ester ESztein@nas.edu wrote:

Hi Liz, Ryan, Carl-Henry, all,

I was in meetings all day and only now getting to these emails.

I approve that one-time expense to streamline and improve the system,
which had fallen in some disrepair and needed updates.

On 5a, I believed we have approved to give gift memberships to speakers in
lieu of the dinner as a token of our appreciation. I never moved on the
letters to all "virtual" 2020 speakers because the membership form/process
was not yet optimized. I will be happy to do those 2020 letters. I would
need to have a mechanism to do the membership for each of them, unless we
can direct them to the new membership form and mention that it is a gift--
perhaps giving them a special code that will bypass the payment page. I
think that this part of the process (either the president or another GSW
officer doing the membership, or the giftee his/herself) is not very clear
yet, but we need to determine how to do it. I think it would be more
efficient if the giftee does this, since it will cut on email traffic
trying to get all the information needed, but could work either way.

It would be good to track gift memberships if possible (5b and 5c).

Thank you all,
Ester.

Ester Sztein, PhD
Assistant Director, Board on International Scientific Organizations
Deputy Director, Board on Research Data and Information
The National Academies of Sciences, Engineering, and Medicine
500 5th Street, NW K504
Washington, DC 20001
Phone: 202-334-3049
Fax: 202-334-2231
Email: esztein@nas.edu
http://national-academies.org/biso

Past President, Geological Society of Washington

From: Ryan Haupt rjhaupt@gmail.com
Sent: Tuesday, March 9, 2021 7:30 PM
To: Cottrell, Elizabeth; GSW Council; Carl-Henry Geschwind
Subject: [Gsw-councilplus-l] Re: Request for GSW Council Approval: New
Membership Workflow/Process

Hi Liz and everyone,

Approve with a few comments.

For change #0 - Removing the current form and replacing it with a link is
trivial (which is not something I’m complaining about!) However, if we are
paying MSA that amount I think it would be worth having a discussion with
them about creating something we can embed on our site directly to further
reduce the number of steps a new member would have to take. The proposed
changes would mean that someone has to go our site, then click membership,
then click another link to go to another site. I think if we can remove
even one extra time someone has to go to a new page we improve our odds of
folks completing the process. I think the amount for the potential amount
of money being spent it would not be unreasonable to at least ask about
this as a possibility.

For 5a - did we ever formally decide if we were going to gift memberships
to remote speakers as a thank you for helping us during the pandemic? If so
how would this new system accommodate that? Just want to make sure we’ve
thought through all the variables.

For 5c - I think it would be good for us to know who is giving gifts to
who, even for us to just be able to say thank you.

That’s all I’ve got, looking forward to seeing folks tomorrow!

Best,
Ryan

P.S. I don’t want to derail the thread but I am having some issues with
the e-mails from this listserv coming through to me. I get the announcement
e-mails fine but I often miss messages from Liz sent out on this listserv.
This also meant that the PDF attachment did not go through for me so if
someone could send that to me directly I would appreciate it. Let me know
if anyone else has had issues and ideas for fixing it. Thanks!

--
Ryan J. Haupt, Ph.D.
rjhaupt@gmail.com
he/him/his

Director of WV STEM Programming
National Youth Science Foundation

https://ryanhaupt.com/
On Mar 9, 2021, 2:48 PM -0500, Carl-Henry Geschwind <
geschwind@fastmail.com>, wrote:

Dear Liz:

Generally looks o.k. to me.

Option 5a is a definite yes - someone who suddenly receives GSW meeting
notices needs to know it is because he/she has been gifted a membership.

Option 5b - not quite sure (if adding the gift membership to the payments
system is a one-time expense/sunk cost and there are no ongoing annual
expenses to maintain it, then we don't gain anything financially by
deciding later on that we don't really need it. But if there are annual
maintenance expenses as well, then yes, we need to know whether anyone is
actually gifting memberships)

Option 5c - not needed in my opinion (a gift to a specific person, unlike
a charitable contribution, is not deductible for tax purposes and thus does
not need to be tracked by me).

--Carl-Henry

On Tue, Mar 9, 2021, at 2:38 PM, Cottrell, Elizabeth wrote:

Dear GSW Council + especially Carl-Henry:

Please reply to this email before tomorrow night’s GSW meeting with:
Approve | Object | Comments (Optional).

Many meetings later, I have a firm proposal, with financial consequences,
for Council to approve regarding our Membership Process (I will spare you
the details, unless you want them).

Council has already approved a “one step” process in which new members
simply go directly to payment (no need for three signatures etc). We lose a
high percentage of potential members due to our 2-step process.

I can’t recall if Council has officially approved adding a “gift
membership” membership option, but Council verbally supported this idea.
(Please raise objections to this now if you have them.)

To effect these changes we need a new contract with MSA to modify our
web-based membership process. I am seeking Council’s approval for these
changes and approval to expend funds on the order of $1,500-$2,500 (quote
forthcoming once we decide on the ‘options’ below).

The changes are summarized in the attached pdf, but I will summarize
verbally here.

Replace webform at (http://www.gswweb.org/index.php/membership/) with
a link to our payment site (http://gsw.minsocam.org/ ) [Mike P and Ryan H
do this; it is free for us]

The numbered list below refers to the red circled numbers in the attached
pdf.

On http://gsw.minsocam.org/ , remove or fix non-functional links in
left navigation bar
On http://gsw.minsocam.org/ , add “New Membership” link above the
Paypal logo
On http://gsw.minsocam.org/membership.html , add “Check this box if
this membership is a gift” to each of our membership categories
Add a new intermediate page to collect giftee information, including
Name, Email, Address, Affiliation

ADDITIOAL OPTIONS that I am recommending for your comments and approval:

5a. Add function: giftee will receive an email alerting them that they
have been given the gift of membership in GSW

5b. Track gift memberships (to know if this option is being used)

ADDITIONAL OPTION that I was presented with that I am not sure about
(seeking comment):

5c. Track who has given gift memberships (the way we track who has made
donations to our various funds)

Cheers,

Liz

Attachments:

- GSWMembershipWorkflowProposal2021.pdf

GSW-Councilplus-l mailing list -- gsw-councilplus-l@minlists.org

The GSW Councilplus list serv intended for GSW Council members and GSW
Committee Chairs to receive and post messages.

To unsubscribe send an email to gsw-councilplus-l-leave@minlists.org
%(web_page_url)slistinfo%(cgiext)s/%(_internal_name)s

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The GSW Councilplus list serv intended for GSW Council members and GSW
Committee Chairs to receive and post messages.

To unsubscribe send an email to gsw-councilplus-l-leave@minlists.org
%(web_page_url)slistinfo%(cgiext)s/%(_internal_name)s

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The GSW Councilplus list serv intended for GSW Council members and GSW
Committee Chairs to receive and post messages.

To unsubscribe send an email to gsw-councilplus-l-leave@minlists.org
%(web_page_url)slistinfo%(cgiext)s/%(_internal_name)s

Hello all, I am also replying to the thread to preserve previous comments. Liz, I have not received original messages from you but the replies from others. I approve the one-time expense to update the system and membership process. I support items 5a and 5b. I have mixed feelings about 5c in case people would like to remain anonymous. Maybe this can be a question within the form? Following the comment from Kori about gifting membership to virtual speakers and the wine, I think both are very nice gestures but as Kori asked, are both necessary? I am not opposing this either, I like both. Yasmina El mié, 10 mar 2021 a las 6:04, Kori Newman (<kori.newman@gmail.com>) escribió: > Replying to this thread to preserve all the preceding comments... > > Liz, I did not receive this original message from you, but I did receive > Carl-Henry’s, yours, Ryan’s, Larry’s and Ester’s responses. Since Gmail > has the bad habit of automatically filtering out messages as spam, I > searched though my junk folder too, but no joy there. > > I approve the one-time expenditure to update the web-based membership > process. My one question is how renewals will be handled since that seems > to have been a previous pet peeve of yours. Will renewal notices now > automatically be sent to the giftee? > > I strongly support item 5a (notifying the recipient of the gift > membership). Item 5b (tracking gift memberships) is a nice to have. I > might be interesting to see how many of those gifted memberships renew. > > As for Ryan’s question about gifting memberships to virtual speakers or > someone of their choosing, is this still necessary since Liz is now sending > them wine to have a private pre-meeting happy hour? I’m not opposed to > doing both, especially since Carl-Henry deemed that the wine purchasing is > something the the President could do at her discretion. > > Kori > > On Mar 9, 2021, at 10:49 PM, Sztein, Ester <ESztein@nas.edu> wrote: > > > > Hi Liz, Ryan, Carl-Henry, all, > > I was in meetings all day and only now getting to these emails. > > > I approve that one-time expense to streamline and improve the system, > which had fallen in some disrepair and needed updates. > > > On 5a, I believed we have approved to give gift memberships to speakers in > lieu of the dinner as a token of our appreciation. I never moved on the > letters to all "virtual" 2020 speakers because the membership form/process > was not yet optimized. I will be happy to do those 2020 letters. I would > need to have a mechanism to do the membership for each of them, unless we > can direct them to the new membership form and mention that it is a gift-- > perhaps giving them a special code that will bypass the payment page. I > think that this part of the process (either the president or another GSW > officer doing the membership, or the giftee his/herself) is not very clear > yet, but we need to determine how to do it. I think it would be more > efficient if the giftee does this, since it will cut on email traffic > trying to get all the information needed, but could work either way. > > > It would be good to track gift memberships if possible (5b and 5c). > > Thank you all, > Ester. > > > Ester Sztein, PhD > Assistant Director, Board on International Scientific Organizations > Deputy Director, Board on Research Data and Information > The National Academies of Sciences, Engineering, and Medicine > 500 5th Street, NW K504 > Washington, DC 20001 > Phone: 202-334-3049 > Fax: 202-334-2231 > Email: esztein@nas.edu > http://national-academies.org/biso > > Past President, Geological Society of Washington > ------------------------------ > *From:* Ryan Haupt <rjhaupt@gmail.com> > *Sent:* Tuesday, March 9, 2021 7:30 PM > *To:* Cottrell, Elizabeth; GSW Council; Carl-Henry Geschwind > *Subject:* [Gsw-councilplus-l] Re: Request for GSW Council Approval: New > Membership Workflow/Process > > Hi Liz and everyone, > > Approve with a few comments. > > For change #0 - Removing the current form and replacing it with a link is > trivial (which is not something I’m complaining about!) However, if we are > paying MSA that amount I think it would be worth having a discussion with > them about creating something we can embed on our site directly to further > reduce the number of steps a new member would have to take. The proposed > changes would mean that someone has to go our site, then click membership, > then click another link to go to another site. I think if we can remove > even one extra time someone has to go to a new page we improve our odds of > folks completing the process. I think the amount for the potential amount > of money being spent it would not be unreasonable to at least ask about > this as a possibility. > > For 5a - did we ever formally decide if we were going to gift memberships > to remote speakers as a thank you for helping us during the pandemic? If so > how would this new system accommodate that? Just want to make sure we’ve > thought through all the variables. > > For 5c - I think it would be good for us to know who is giving gifts to > who, even for us to just be able to say thank you. > > That’s all I’ve got, looking forward to seeing folks tomorrow! > > Best, > Ryan > > P.S. I don’t want to derail the thread but I am having some issues with > the e-mails from this listserv coming through to me. I get the announcement > e-mails fine but I often miss messages from Liz sent out on this listserv. > This also meant that the PDF attachment did not go through for me so if > someone could send that to me directly I would appreciate it. Let me know > if anyone else has had issues and ideas for fixing it. Thanks! > > -- > *Ryan J. Haupt, Ph.D.* > rjhaupt@gmail.com > he/him/his > > Director of WV STEM Programming > National Youth Science Foundation > > https://ryanhaupt.com/ > On Mar 9, 2021, 2:48 PM -0500, Carl-Henry Geschwind < > geschwind@fastmail.com>, wrote: > > Dear Liz: > > Generally looks o.k. to me. > > Option 5a is a definite yes - someone who suddenly receives GSW meeting > notices needs to know it is because he/she has been gifted a membership. > > Option 5b - not quite sure (if adding the gift membership to the payments > system is a one-time expense/sunk cost and there are no ongoing annual > expenses to maintain it, then we don't gain anything financially by > deciding later on that we don't really need it. But if there are annual > maintenance expenses as well, then yes, we need to know whether anyone is > actually gifting memberships) > > Option 5c - not needed in my opinion (a gift to a specific person, unlike > a charitable contribution, is not deductible for tax purposes and thus does > not need to be tracked by me). > > --Carl-Henry > > On Tue, Mar 9, 2021, at 2:38 PM, Cottrell, Elizabeth wrote: > > Dear GSW Council + especially Carl-Henry: > > > > *Please reply to this email before tomorrow night’s GSW meeting with: > Approve | Object | Comments (Optional).* > > > > Many meetings later, I have a firm proposal, with financial consequences, > for Council to approve regarding our Membership Process (I will spare you > the details, unless you want them). > > > > Council has already approved a “one step” process in which new members > simply go directly to payment (no need for three signatures etc). We lose a > high percentage of potential members due to our 2-step process. > > > > I can’t recall if Council has officially approved adding a “gift > membership” membership option, but Council verbally supported this idea. > (Please raise objections to this now if you have them.) > > > > *To effect these changes we need a new contract with MSA to modify our > web-based membership process. I am seeking Council’s approval for these > changes and approval to expend funds on the order of $1,500-$2,500 (quote > forthcoming once we decide on the ‘options’ below).* > > > > The changes are summarized in the attached pdf, but I will summarize > verbally here. > > > > 0. Replace webform at (http://www.gswweb.org/index.php/membership/) with > a link to our payment site (http://gsw.minsocam.org/ ) [Mike P and Ryan H > do this; it is free for us] > > > > *The numbered list below refers to the red circled numbers in the attached > pdf.* > > 1. On http://gsw.minsocam.org/ , remove or fix non-functional links in > left navigation bar > > 2. On http://gsw.minsocam.org/ , add “New Membership” link above the > Paypal logo > > 3. On http://gsw.minsocam.org/membership.html , add “Check this box if > this membership is a gift” to each of our membership categories > > 4. Add a new intermediate page to collect giftee information, including > Name, Email, Address, Affiliation > > > > ADDITIOAL OPTIONS that I am recommending for your comments and approval: > > 5a. Add function: giftee will receive an email alerting them that they > have been given the gift of membership in GSW > > 5b. Track gift memberships (to know if this option is being used) > > > > ADDITIONAL OPTION that I was presented with that I am not sure about > (seeking comment): > > 5c. Track who has given gift memberships (the way we track who has made > donations to our various funds) > > > > Cheers, > > > > Liz > > > > *Attachments:* > > - GSWMembershipWorkflowProposal2021.pdf > > > _______________________________________________ > GSW-Councilplus-l mailing list -- gsw-councilplus-l@minlists.org > > The GSW Councilplus list serv intended for GSW Council members and GSW > Committee Chairs to receive and post messages. > > To unsubscribe send an email to gsw-councilplus-l-leave@minlists.org > %(web_page_url)slistinfo%(cgiext)s/%(_internal_name)s > > _______________________________________________ > GSW-Councilplus-l mailing list -- gsw-councilplus-l@minlists.org > > The GSW Councilplus list serv intended for GSW Council members and GSW > Committee Chairs to receive and post messages. > > To unsubscribe send an email to gsw-councilplus-l-leave@minlists.org > %(web_page_url)slistinfo%(cgiext)s/%(_internal_name)s > > _______________________________________________ > GSW-Councilplus-l mailing list -- gsw-councilplus-l@minlists.org > > The GSW Councilplus list serv intended for GSW Council members and GSW > Committee Chairs to receive and post messages. > > To unsubscribe send an email to gsw-councilplus-l-leave@minlists.org > %(web_page_url)slistinfo%(cgiext)s/%(_internal_name)s