Attendees

• Robert Cartolano
• Sayeed Choudhury
• Rosalyn Metz
• Tom Murphy
• Timothy Shearer
• Jennifer Vinopal
• David Wilcox

...

1. Review, modify, and approve Task Force charter
2. Brainstorm approach to membership campaign
3. Review and update list of prospects
4. Assign prospects for outreach

Notes

Task Force Charter

• Need input on the goals
• Should we include a financial goal?
• Is the membership goal realistic?
• All Task Force members to review and comment on the charter

Membership Campaign Brainstorming

• Need templates for approaching advocates and decision makers
  • David to provide templates from last year
  • What questions to ask
• Make "cold calls" if necessary but better to reach out to personal connections

Review and Update Prospect List

• All Task Force members to add any known details re: advocates, decision makers, and other notes
• Need to update list of upgrade possibilities as well
• Task Force members to add names beside any prospects they have personal connections with

Actions

•  David Wilcox: share messaging templates from last year
•  All: Review and comment on Task Force Charter
•  All: Review prospect list and add notes and names beside personal contacts
•  All: Review upgrade list and update with any other potential upgrades