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Women’s Council of REALTORS ® Network Model Chapter‐to‐Network Transition BOOT CAMP May 20, 2017

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Page 1: Women’s Council of REALTORS Network Model...•Highland Lakes Chapter Network, Women’s Council of REALTORS® 25 Network Name Change Process Networks filing Form 990 or 990‐EZ

Women’s Council of REALTORS®  

Network Model

Chapter‐to‐Network TransitionBOOT CAMP

May 20, 2017

Page 2: Women’s Council of REALTORS Network Model...•Highland Lakes Chapter Network, Women’s Council of REALTORS® 25 Network Name Change Process Networks filing Form 990 or 990‐EZ

BOOT CAMP Topics

Programming

Transitioning Local Affiliates to Strategic Partners

Branding and Industry Relations

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Page 3: Women’s Council of REALTORS Network Model...•Highland Lakes Chapter Network, Women’s Council of REALTORS® 25 Network Name Change Process Networks filing Form 990 or 990‐EZ

ENHANCED, TARGETED PROGRAMMINGWHAT’S NEW: • Reduced # of required programs• Emphasis on quality, not quantity• Industry Events 3

Page 4: Women’s Council of REALTORS Network Model...•Highland Lakes Chapter Network, Women’s Council of REALTORS® 25 Network Name Change Process Networks filing Form 990 or 990‐EZ

Industry Events & Networking Programs

Minimum Six (6) per/year

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Industry Events Networking/Relationship Building Programs

• Minimum of 4/year; 1/quarter• Timely • Issue / Relevant• Professional Development • Member income‐generating

• 1 out of 4 MUST focus on development of business leadership skills

• 1 out of 4 MUST collaborate with:• Other local Networks• Local REALTOR® Association• Related real estate organizations

• Minimum two (2) additional programs• Member only• Mastermind groups• Lunch and learn• Roundtables• Networking events• Social event• Relationship building

Quality over Quantity!

Page 5: Women’s Council of REALTORS Network Model...•Highland Lakes Chapter Network, Women’s Council of REALTORS® 25 Network Name Change Process Networks filing Form 990 or 990‐EZ

Industry Events: Examples and Best Practices

• Format• Single paid speaker – regionally or nationally known• Panel of experts with skilled moderator• Debate or forum on political or industry issue with local representatives

• Pricing• Tiered

• Member / Strategic Partner• Non‐member REALTOR®• Public / Non‐Strategic Partner

• Early‐bird rates, credit cards, refund policy• Event Online Platforms & Tools

• Eventbrite (set‐up, promote, manage)• Square (payments)

• Target marketing for events• Collaboration

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Page 6: Women’s Council of REALTORS Network Model...•Highland Lakes Chapter Network, Women’s Council of REALTORS® 25 Network Name Change Process Networks filing Form 990 or 990‐EZ

Industry Events: Strategic Collaboration

Young Professionals Network (YPN)

Council of Residential Specialists

(CRS)

Women’s Council of REALTORS®

Hispanic Real Estate 

Professionals(NAHREP)

Local Chamber of Commerce

Local / State Association of REALTORS®

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Page 7: Women’s Council of REALTORS Network Model...•Highland Lakes Chapter Network, Women’s Council of REALTORS® 25 Network Name Change Process Networks filing Form 990 or 990‐EZ

Networking ProgramsExamples & Best Practices

• Program focus• Exclusive “member only”• Emphasis on networking and relationship‐building

• Download Ideas guide (Network Tools)

• Intensive sharing of experience• Member recruitment

• “Network Tools” Resources• Winning program ideas • Planning Guides

• Pricing• Free to members 7

Find it at: wcr.org > Network Tools > Programs

Page 8: Women’s Council of REALTORS Network Model...•Highland Lakes Chapter Network, Women’s Council of REALTORS® 25 Network Name Change Process Networks filing Form 990 or 990‐EZ

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Program, Breakfast, Parking:$25 Standard Registration$45 Non‐ Member REALTOR® $65 Non‐Strategic Partner Affiliate

Think BIGGER than your network!

Page 9: Women’s Council of REALTORS Network Model...•Highland Lakes Chapter Network, Women’s Council of REALTORS® 25 Network Name Change Process Networks filing Form 990 or 990‐EZ

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Page 10: Women’s Council of REALTORS Network Model...•Highland Lakes Chapter Network, Women’s Council of REALTORS® 25 Network Name Change Process Networks filing Form 990 or 990‐EZ

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WE'RE A GREAT TEAM

HERE IN LONG BEACH

MEMBERSHIP PEP RALLY

COME OUT TO HEAR OUR 2017 GAME PLAN

JANUARY 19TH 2017 AT ECCOS PIZZA (BELLFLOWER BLVD & STEARNS) 5PM-7PM

$10 A PERSON INCLUDES ENTRY, SLICE OF PIZZA & BEER

LET’S SEE YOUR SPIRIT LONG BEACH!!!! JOIN US IN OUR FIRST EVER MEMBERSHIP PEP RALLY. YOU DO NOT NEED TO BE A MEMBER TO ATTEND. WE ENCOURAGE ANYONE WITH QUESTIONS ABOUT MEMBERSHIP TO JOIN US AND ALSO OUR FRIENDS THAT WANT TO HAVE SOME FUN. WEAR YOUR FAVORITE TEAM JERSEY AND SHOW YOUR SPIRIT. LET’S KICK OFF THE NEW YEAR RIGHT! TO PURCHASE TICKETS: HTTPS://LBWCOUNCILPEPRALLY.EVENTBRITE.COM

Page 11: Women’s Council of REALTORS Network Model...•Highland Lakes Chapter Network, Women’s Council of REALTORS® 25 Network Name Change Process Networks filing Form 990 or 990‐EZ

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Page 12: Women’s Council of REALTORS Network Model...•Highland Lakes Chapter Network, Women’s Council of REALTORS® 25 Network Name Change Process Networks filing Form 990 or 990‐EZ

Marketing Resources

• Who’s your Audience? • What’s the Goal of the Program?• Event Promotion

• Social media• Flyers (Network Tools)• Constant Contact, MailChimp, etc.• Marketing collaboration• Local Association of REALTORS® / Broker meetings

• Industry / Business media• www.wcr.org

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Find flyer templates at wcr.org > Network Tools > Marketing & Communications> Marketing Action Kit

Page 13: Women’s Council of REALTORS Network Model...•Highland Lakes Chapter Network, Women’s Council of REALTORS® 25 Network Name Change Process Networks filing Form 990 or 990‐EZ

Communications

• For Events• 60‐day lead time for all events

• Post on the local website provided by National

• 30 days before event – e‐blast / Flyer• Editable templates in Network Tools

• 2 weeks before ‐ 2‐3 e‐blasts• Day before ‐ reminder email

• External communication strategy with local REALTOR® Association

13Find editable templates at wcr.org > Network Tools > Marketing & Communications

Page 14: Women’s Council of REALTORS Network Model...•Highland Lakes Chapter Network, Women’s Council of REALTORS® 25 Network Name Change Process Networks filing Form 990 or 990‐EZ

Program Reporting

• Program activity report form• Online PDF

• Report information for each program• Date• Title• Type of activity• # of Attendees by type 

• REALTORS® • Strategic Partners• Guests

• Collaboration/Partnership• Complete after each program to assist with Quarterly reports

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Page 15: Women’s Council of REALTORS Network Model...•Highland Lakes Chapter Network, Women’s Council of REALTORS® 25 Network Name Change Process Networks filing Form 990 or 990‐EZ

Chapter‐to‐Network Transition Planner

• Continue to complete Transition Planner:MEMBERSHIP PROGRAMS AND SERVICES and MEMBER COMMUNICATIONS SECTIONS

• Review list of related tools and resources

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Page 16: Women’s Council of REALTORS Network Model...•Highland Lakes Chapter Network, Women’s Council of REALTORS® 25 Network Name Change Process Networks filing Form 990 or 990‐EZ

STRATEGIC PARTNERSHIPS

WHAT’S NEW:• Shift from “Local Affiliates” to “Strategic 

Partners”• Increased revenue to local Network 16

Page 17: Women’s Council of REALTORS Network Model...•Highland Lakes Chapter Network, Women’s Council of REALTORS® 25 Network Name Change Process Networks filing Form 990 or 990‐EZ

Local Affiliate Members

Strategic Partners

Benefits to Strategic Partner•Multiple levels and benefits •Visibility with REALTORS®•Opportunities to showcase products/expertise

• Participate on Project Teams

Benefits to Network•More revenue opportunities• Emphasizes REALTOR® members• Enables best fit between services and member needs

•Use of Strategic Partner expertise on Project Teams

Best Practice Transition• 100% of revenue remains at local level

• Broader exposure•More targeted marketing

xLocal Affiliates to Strategic Partners

Strategic Partners

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Page 18: Women’s Council of REALTORS Network Model...•Highland Lakes Chapter Network, Women’s Council of REALTORS® 25 Network Name Change Process Networks filing Form 990 or 990‐EZ

Strategic Partnerships

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Platinum  Gold  Silver Bronze Basic$1,200 

[example only] 

$600 [example only]

$300 [example only]

Suggested dollar amount = 2x Silver Amount

Suggested dollar amount = 2x 

Bronze Amount

Suggested dollar amount = 2x Basic Amount

 

Certificates for complimentary Network meeting attendance* 8 4 2 1Admission at Member Rate

Certificates for complimentary Network meeting attendance for REALTOR® guests 4 3 2 1

One 2‐minute presentation at a Network meeting * *Recognition on meeting promotional materials * *

Company materials on display table at Network meetings * * *Display of banner at Network meetings** *

Recognition on Network website * * * * *Live link to Company website on Network website * *

PowerPoint recognition at Network meetings (if available) * * * *Mailing list of Network members * *

First opportunity to sponsor education event when speaking *

Women's Council Annual Strategic Partnership Opportunities

Benefits

Partnership Levels

$2,400 [example only] 

Suggested dollar amount = 2x Gold Amount   

$150 [example only]

Find it at: wcr.org > Network Tools > Network Business Planning

Page 19: Women’s Council of REALTORS Network Model...•Highland Lakes Chapter Network, Women’s Council of REALTORS® 25 Network Name Change Process Networks filing Form 990 or 990‐EZ

Transitioning Local Affiliates to Strategic Partners 

Critical Conversations• Review the profile of the local affiliate• Work with the group at your table:

• Walk through the conversation it would take to transition this local affiliate to a strategic partner

• Use the outline of key points as a guide, customizing the conversation to the needs and interests of the local affiliate

• Prepare to share your insights with the room• Share examples of benefits that could be offered strategic partners

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Page 20: Women’s Council of REALTORS Network Model...•Highland Lakes Chapter Network, Women’s Council of REALTORS® 25 Network Name Change Process Networks filing Form 990 or 990‐EZ

Network Revenue

Mission‐focused Revenue

Fundraisers

Dues

Registration Fees

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Strategic Partnerships 

and Sponsorships

Page 21: Women’s Council of REALTORS Network Model...•Highland Lakes Chapter Network, Women’s Council of REALTORS® 25 Network Name Change Process Networks filing Form 990 or 990‐EZ

BRANDING AND INDUSTRY RELATIONSWHAT’S NEW:• 2015 Branding Guidelines refresher• Consistent mission; consistent brand• No Themes 21

Page 22: Women’s Council of REALTORS Network Model...•Highland Lakes Chapter Network, Women’s Council of REALTORS® 25 Network Name Change Process Networks filing Form 990 or 990‐EZ

Guidelines for Branding• Convey professionalism to the industry and public• Use Official Corporate Logo only• “Get Ready” is gone; we ARE ready!

• Official Corporate Logo for your Local Network 

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Download full Branding Guidelines: wcr.org>About Us> Logo Downloads 

Page 23: Women’s Council of REALTORS Network Model...•Highland Lakes Chapter Network, Women’s Council of REALTORS® 25 Network Name Change Process Networks filing Form 990 or 990‐EZ

Guidelines for Branding

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• Consistent brand across all Networks – no alterations, no themes• One mission; one brand

INCORRECTCORRECT

Page 24: Women’s Council of REALTORS Network Model...•Highland Lakes Chapter Network, Women’s Council of REALTORS® 25 Network Name Change Process Networks filing Form 990 or 990‐EZ

Custom Network Logo

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Page 25: Women’s Council of REALTORS Network Model...•Highland Lakes Chapter Network, Women’s Council of REALTORS® 25 Network Name Change Process Networks filing Form 990 or 990‐EZ

Guidelines for Branding

• Network name: Describes what we are• Women’s Council of REALTORS® Texas• Women’s Council of REALTORS® Highland Lakes

DO NOT SAY:• Women’s Council of REALTORS®, Highland Lakes Network• Highland Lakes Network of the Women’s Council of REALTORS®• Highland Lakes Local Network, Women’s Council of REALTORS®• Highland Lakes Chapter Network, Women’s Council of REALTORS® 25

Page 26: Women’s Council of REALTORS Network Model...•Highland Lakes Chapter Network, Women’s Council of REALTORS® 25 Network Name Change Process Networks filing Form 990 or 990‐EZ

Network Name Change Process

Networks filing Form 990 or 990‐EZ report the change on your 2017 annual return.

Networks filing Form 990‐N, the e‐Postcard, report the change by letter or fax only (not by phone).  Information is all online at

• https://www.irs.gov/charities‐non‐profits/charitable‐organizations/change‐of‐name‐exempt‐organizations

The particular supporting documentation required to report a change of name depends on your incorporation status.

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If Your Network Is The Request Must Include

Incorporated A copy of the amendment to the Articles of Incorporation, and proof of filing with the appropriate state authority.

Unincorporated  A copy of the amended Bylaws showing the effective date of the change of name and signed by at least two officers. 

Page 27: Women’s Council of REALTORS Network Model...•Highland Lakes Chapter Network, Women’s Council of REALTORS® 25 Network Name Change Process Networks filing Form 990 or 990‐EZ

Facebook – Name Change Process

• Network name on Facebook:• Women’s Council of REALTORS – California• Women’s Council of REALTORS – Phoenix• Women’s Council of REALTORS – Northern Utah

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Step 1:Step 2:

Page 28: Women’s Council of REALTORS Network Model...•Highland Lakes Chapter Network, Women’s Council of REALTORS® 25 Network Name Change Process Networks filing Form 990 or 990‐EZ

Facebook – Name Change Process

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1. Go to Network Facebook Page2. Click the “ABOUT” section on left3. Request the name change (click edit)

• Such as: Women’s Council of Realtors Illinois• NOTE: Facebook will not allow for all capitals or ®  

Page 29: Women’s Council of REALTORS Network Model...•Highland Lakes Chapter Network, Women’s Council of REALTORS® 25 Network Name Change Process Networks filing Form 990 or 990‐EZ

Industry and Association RelationsRaising the awareness, visibility, value and influence of Women’s Council in the industry and the community

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• Start with your Local REALTOR® Association . . .1. Set a goal for the relationship 

that provides mutual value2. Engage the Local Association 

Staff Executive (AE/COE)3. Get involved in the Local 

Association4. Extend an invitation to get 

involved in the Network5. ASK!6. Work at it!

Page 30: Women’s Council of REALTORS Network Model...•Highland Lakes Chapter Network, Women’s Council of REALTORS® 25 Network Name Change Process Networks filing Form 990 or 990‐EZ

Communicating the Chapter‐to‐Network Change

• Opportunity for the Council to…• CONNECT• RAISE AWARENESS• RE‐POSITION• ENGAGE

• What’s Important …• Messaging ‐ clear, consistent, customized

• Sensitivity to different audiences’ needs, interests, perceptions

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Page 31: Women’s Council of REALTORS Network Model...•Highland Lakes Chapter Network, Women’s Council of REALTORS® 25 Network Name Change Process Networks filing Form 990 or 990‐EZ

Questions?Network Operation 

Model 31

Page 32: Women’s Council of REALTORS Network Model...•Highland Lakes Chapter Network, Women’s Council of REALTORS® 25 Network Name Change Process Networks filing Form 990 or 990‐EZ

Transition Support• National Staff: 

• Martha Rusk 800‐245‐8512 or [email protected]• National Officer: 

• Heather Ozur ((760) 578‐1315 or [email protected] 

http://www.wcr.org/Network-Tools/policies-procedures/national-information-and-forms/

Instructional Powerpoint

Network Training Video on planning industry events.

Chapter-to-Network Fact Sheet

National Bylaws - effective 11/6/2016Local Network Model Bylaws - effective 1/1/2018State Network Model Bylaws - effective 1/1/2018

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Page 33: Women’s Council of REALTORS Network Model...•Highland Lakes Chapter Network, Women’s Council of REALTORS® 25 Network Name Change Process Networks filing Form 990 or 990‐EZ

More Training & Resources in 2017

Network Tools WebinarsMidyear Boot 

CampLeadershipAcademy

AnnualConference

Resources to support Chapter‐

to‐Network transition

EventsGovernanceMore to come

Training on Chapter‐to‐Network transition

Preparing incoming 

officers for full implementation of the Network 

model

Additional training 

opportunities 

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Page 34: Women’s Council of REALTORS Network Model...•Highland Lakes Chapter Network, Women’s Council of REALTORS® 25 Network Name Change Process Networks filing Form 990 or 990‐EZ

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