I had the opportunity to interact with many IEEE members this year – here I have posted a sample of the common questions I have been asked, along with my responses…
What do you think our Members want from IEEE?
The top three items consistently reported from our membership surveys year after year are: 1) to remain technically current, 2) to engage with others in their fields of interest, 3) and to enhance their professional careers. IEEE provides an opportunity to network with over 420,000 other global technical professionals – and these are just the individuals on the IEEE membership rosters – and does not include the millions connected through online social networking opportunities, IEEE conference events, and IEEE publications opportunities. IEEE provides access to almost one-third of the world’s repository of engineering and technology intellectual property, connections to over 1900 conferences annually, opportunities to publish, access to interesting local and regional technical activities, and the opportunity to participate in techno-humanitarian activities. For those who want to focus on a specific technical area, about half of all IEEE members belong to one or more society and many thousands participate in standards development. IEEE also provides a wide range of online courses, and conference workshop technology content, for individuals who are interested in career enhancement. We have tens of thousands of active IEEE volunteers who donate their time to help support all of these activities.
IEEE members join so that they can connect with others to share ideas and obtain knowledge, it is the best thing you can do for your career – it is the best thing I ever did. My personal mission as an IEEE volunteer has been to work to make IEEE the best place for technical professionals to engage.
What do you believe are the major issues facing the IEEE?
Relevancy to an Increasingly Diverse Demographic
Associations today face challenges with membership declines. This problem is not unique to IEEE as many associations see these drops in membership, as many professionals do not find value in membership. Yet, as evidenced by the rise and growth of social networking – they do seek connection – more than ever. Social networks provide easy and convenient ways for people to network, and the proliferation of free online content has led to immediate access of the types of information that professionals used to be able to access only through association membership and industry conferences.
We need to rethink our role, instead of conceiving of ourselves as pseudo-club with annual meetings, perhaps we might consider broader communities that organize year-round around common technologies, values and goals. We already see this happening organically within some of our technical activities, publications and standards. However, this needs significant expansion to include things like micro-volunteering opportunities, techno-humanitarian volunteerism, and pop-up virtual technical communities. While we continue to remain technically relevant, and our content is cutting-edge, our delivery and outreach is not relevant to our broader target demographic.
We need to increase the value proposition for our IEEE membership and make IEEE personally relevant. For many years, I have listened to people talk about the need for ‘tailored tools, products and services’. I have seen time and again as much effort and funding have been spent trying to tailor what we think a certain target demographic might want, only to see these efforts fail.
We should focus on knowledge delivery – delivering technically relevant content that will support the individuals working in technology – it is simple. This should be our priority. Having the best technical content is what has made the IEEE brand strong – it will keep us moving forward. What we need to focus on is how to keep up and make improvements to our delivery mechanisms that meet the pace with which technology is changing. We are being challenged by new publishing mechanisms, like Open Source, and we need to be able to integrate social networking and collaboration tools so that more rapid peer review to publication might be supported.
Business Process Modernization and Integration
We have come a long way from the days when the IEEE conferences business was an offline spreadsheet-based business. However, there are still many areas within the IEEE business infrastructure that we need to improve and integrate. We currently have separate systems that provide support for conferences, publications, contracts management and volunteer reimbursements. Each of these systems currently provides varying levels of access to centralized data management and support for extensibility. We need a centralized data management system that will continue to enable our strength… our multi-level federated system.
It is critical that we move forward and provide all who are touched by our IEEE business processes with up-to-date modern systems that provide support for today’s compliance, financial and audit requirements and most importantly that meet our user needs. I feel this is one of our most urgent strategic priorities.
What would you do, or have you done, to increase Industry/Government/Academic collaboration and partnerships?
When I was President of the IEEE Computer Society, I chartered the Computer Society Industry Advisory Board (IAB). The IEEE IAB is very similar, and although IABs are good, they are put in place to give industry advice to active standing Boards. This is their role. It is important to understand that engagement with key industry leaders at the Board-level is important to understanding trends – that their influence and their engagement is limited. I would continue to support this type of engagement. There is a missing piece and that is the advice that the IEEE Board of Directors might receive from the most senior leaders in academia. I would explore the possibility of putting an Academic Advisory Board in place.
The Computer Society, conducted two industry engagement experiments. These previous prototypes were called Corporate Package Training and Corporate Affiliate Membership. For the first, a portfolio of customized training was developed for Boeing Corporation. The second, a number of electronic memberships were bundled with a set of member benefits for Northrop Grumman to make available to their employees for a single bulk contract. In both cases the companies were engaged with IEEE and it allowed the companies to incentivize their employees using IEEE as the incentive. A win-win. In 2018, the IEEE started a Corporate Partnership Pilot Program. This pilot aims to do much of the same things conducted under these previous prototypes conducted by the Computer Society. I support this IEEE-level program and think we should continue to explore how to best work with our industry partners to further the IEEE mission and vision. We can also think about leveraging Industry engagement and corporate sponsorship to support our IEEExtreme competitions, in the areas where IEEE is engaged in at the local level in STEM like our Future Cities competitions, and in support of our SIGHT humanitarian activities.
As a US Government employee I think that we are missing engagement with a very vital and important sector. Our lowest engagements, across the globe tend to be with technologists that work in government sectors. This can be improved. In 2018, I worked with IEEE USA to conduct a prototype, setting up a US Government Community of Interest (USGOI). Reaching out to specifically try to engage individuals working in the US Government in technology fields. Recognizing that these individuals are a unique community with unique engagement requirements. I would support these continued types of engagement experiments.
We need to understand that people simply want to be connected and engaged. They want the connection from their employer to IEEE and they also want connections at the local levels. We just need to identify and provide for these engagement opportunities.
Not many individuals from Industry are IEEE Fellows, what would you do to ‘fix’ this problem?
Yes, this is indeed an issue. Each year the numbers of individuals from industry elevated to the rank of IEEE Fellow are far outnumbered by those in Academia. A number of years ago specific categories were added to support individuals from industry. Application Engineer/Practitioner, Educator, Research Engineer/Scientist, and Technical Leader. Yet we are not seeing the numbers of individuals elevated that are representative of our membership, which is about 60%. The statistics are public and can be found by a simple Google search. For example, in 2018 of the 660 Educators nominated 208 were elevated; of the 190 from Industry 71 were elevated. The problem is even worse for those in the category ‘Government’, of the 50 nominated, 14 were elevated. The issue is NOT that we do not have individuals from industry who meet the qualifications of IEEE Fellow. We need to do a better job of educating both the reviewers and those preparing the applications.
A proposal was previously floated with which I vehemently disagree. It is to introduce a new level of membership – something in between Senior Member and Fellow specifically for our Industry members – originally this proposal was being marketed as ‘Industry Fellow’, then called ‘Distinguished Technologist’ and now it is being marketed as something more innocuous – as a gap filler. Let’s call it what it is – it is something to prevent us from doing what we should – which is to FIX the current process and to treat all our members with equality.
I am from industry/government and am a Fellow. I am affronted by the idea that we are somewhat lesser and need a bridge category. The idea is that we need to be provided with something – easier – for our members, to be placated – rather than to fix the Fellows process just amazes me. I will use an analogy. If this same type of category of Fellow/membership was being proffered to women, as women are also severely underrepresented as IEEE Fellows, would Women think it appropriate? I would think not.
If the current process is fixed to include recognition for items that mean something significant to the careers of those in industry – like technical fellowships, career certifications, etc. If we ensure that the selection panels include equitable representation then we could consider a new category of membership.
It seems that the current proposal has somewhat morphed so that a new category of membership being proposed to bridge the gap that exists between senior member and Fellow, I might be persuaded to support this but would have to examine the details. Each year we are not even elevating the potential numbers of Fellows we might – we should meet our quotas first. I am somewhat reluctant to introduce a new level of membership at this point, as I do know the original proposal was to target something lesser to support our industry membership.
We need to add industry representation on the Fellows Committee – ensuring that due process during the selections occurs. We must review the evaluation criteria for the Application/Practitioner and Technical Leader – are these being evaluated and are these taking into account the weight of things like industry awards? Company Technical Fellows programs? etc? I could go on. Let’s work together to fix the current IEEE Fellows process.
Here some extracts from a couple of presentations..
What do you think is the number one goal for the IEEE leadership?
Our roles as senior volunteers within IEEE should be to figure out how to best carry out the IEEE mission and vision. Accurate, clear and regular financial reporting is essential to ensuring an organization’s successful future. Much progress has been made in the clarity and quality of reported financials, but these efforts must continue so that the leadership of each TAB Societies and Councils are equipped with the financial tools to support informed decision-making and budget planning.
President Moura has done a great job of focusing IEEE on members and has started the organization on a path of greater transparency. How do you propose to carry on the excellent work started by our current President and how would you improve on his efforts?
I am definitely for a transparent organization, in contrast with others who now may be paying lip service to transparency; I have proactively been involved with the efforts for a transparent organization since they began back in 2013 or 2014.
As Past VP for Technical Activities, I have worked closely with President Jose Moura, and others within the IEEE, (for many years) on increasing transparency. This includes open meetings, transparency in our financials, transparency across the IEEE operations, and in our elections and nominations. I am not going to pass judgement on the work currently in progress by President Moura. When the proposals are released for final consideration that would be the appropriate time for an evaluation.
I know personally that our current President is committed to openness, transparency and diversity.
I have been a longtime supporter, and proponent, for financial transparency. This simply means that I have been one, among others within TAB, who have been doggedly pushing for Gross-to-Net reporting and more clarity in the ledgers so that the Societies and Councils have better insight into their budgeting process. In 2013, as a member of the IEEE Board of Directors (BOD), I presented a motion from TAB requiring reporting of the corporate recovery (IP tax) on a Gross basis. As a member of the BOD, worked with IEEE Executive staff and other senior volunteer leaders to track status and report progress back to TAB until completion in 2017. I am still a member of a group of active volunteers who continue to work for clarity and transparency in IEEE financial reporting.
At the January 2018 BOD retreat, I organized the IEEE Operating Unit Cooperative Group (OUCO-OP). This group was created to provide a venue where executive representatives (the Vice Presidents from MGA, TAB, USA, SA, PSPB, EAB and executive staff), from the IEEE Operating Units (OU) could come together to discuss their activities and collaborate, thereby strengthening partnerships and emphasizing joint activities. Ultimately driving improved performance across the units, and better experiences for the many constituencies (members, volunteers, non-members, customers, partners, etc.) the organizational units are designed to serve and providing more transparency across the organization.
The nominations and appointments process can be both frustrating and confusing. The requirements for positions and availabilities vary. During 2017, lead the TAB N&A committee in an attempt to provide improved clarity for both Technical Activities and IEEE positions by providing a consolidated list of all available positions for both TAB and the IEEE, with details including term, criteria, nominee slate and appointment information, timeframe, committee/position description and responsibilities and meetings. This information is available on the TA Ops web site. Furthermore, in 2019 I continue to work with members of MGA to make this a complete list of all IEEE volunteer leadership positions so that every position available will be included and the N&A process will be as transparent as possible.
You do not move an organization forward without true transparency. IEEE as an organization may have issues, but it is important that we are open and honest about any organizational struggle so that individuals might understand the rationales behind the decision-making. It is important that we communicate as openly as possible with the most accurate data so that we operate on a foundation built on mutual trust.
How do you feel about the 4 Million Member Model?
An open discussion about strategic change causes an organization to look forward and to think about where they might want to position themselves in the future. President Moura is trying to move the IEEE toward a more effective and efficient engagement model. Where we engage first and then think about membership. Where we do not focus primarily on individuals as members/$.* This way of thinking is revolutionary. It puts the member first.
To some his message has become somewhat warped in translation. The opponents of change are messaging that IEEE and the BOD are forgetting about the core membership. This is not the case. President Moura, and his Ad Hoc committees, are simply looking for ways to increase engagement.
All President Moura, and others, are suggesting is that we listen to the membership surveys. The top three items consistently reported from our membership surveys year after year are that our members tell us that they want to: 1) remain technically current, 2) engage with others in their fields of interest, 3) and enhance their professional careers. If we can deliver what our members tell us they want, it would make sense that our non-members would want the same thing.
We have data that shows us that we touch, through our products & services over 4 million individuals annually. The current exploration is around how to engage those individuals so that we might really empower IEEE. President Moura has issued a challenge to focus on membership and non-membership engagement, products and services that support career development, and associated low cost delivery mechanisms. I am very interested to see the ad hocs currently exploring these issues respond to this challenge.
However, I do know that many of our members, and volunteers, are extremely frustrated by what they see as an organization where the funding does not sufficiently support local section and chapter activities. I have worked in Region 3 and support the Huntsville Section and I agree. I have worked this year, supported by President Jose Moura, VP Ray Liu and VP Francis Grosz to charter an ad hoc to look into what we might do better. How we can support our local activities more effectively. We do not provide enough financial support to our local programs and volunteers. We need to change this. If elected I commit to work to enable and empower our local sections and chapter volunteers.
*Higher-grade member dues are about $33M ($US). However, if assessments, society membership dues, conference registrations for MGA meetings are also included, then you get to $80M.
What is the current state of IEEE finances, and how of you propose to ensure that IEEE remains sound financially?
For the past 6 years, there has been a group of individuals within Technical Activities working to raise awareness regarding the state of IEEE finances. Our collective efforts are paying off. I am optimistic about where we are heading, infrastructure caps are finally being reduced, and as a by-product, the allocations of these costs to the operating units are being reduced. Collectively, there is an increasing awareness within the IEEE Board of Directors, the IEEE Finance Committee, and Executive Staff, as well as the members of the individual Operating Unit Boards, as to the importance of increasing the clarity associated with our financial operations. However, there is still work to do, and I remain committed to developing IEEE financial accounting that provides us with the ability to determine how each dollar is spent (as I describe in my position statement). We need to ensure that this trend continues with volunteer leadership that has been involved, understands, and holds financial transparency as a priority.
I have a demonstrated record of fiscal responsibility within IEEE. I base my approach to financial management on a simple set of basic principles: realistic balanced budgeting (no deficit budgeting) and tight control over expenses. I have practical experience, external to the IEEE organization, with the management of large, complex, budgets that require oversight and accountability.
In your opinion, what are the most significant financial challenges facing IEEE in the next five years? What are your plans to address those challenges and mitigate their impact on IEEE and its societies and councils?
We have come a long way from the days when the IEEE conferences business was an offline spreadsheet-based business. However, there are still many areas within the IEEE infrastructure that we need to improve and integrate. We currently have separate systems that provide support for conferences, publications, contracts management and volunteer reimbursements. It is critical that continue to update and integrate our IEEE business processes that provide support for compliance, financial and audit requirements and most importantly that meet our user needs. Each of these systems currently provides varying levels of access to centralized data management and support for extensibility. We need a centralized data management system that will continue to enable our strength… our multi-level federated system.
I am known as a long-time supporter, and proponent, of financial transparency. This simply means that I have been one, among others within TAB, who have been doggedly pushing for Gross to Net reporting and more clarity in the IEEE ledgers so that the Societies and Councils have better insight into their budgeting process. In 2013, as a member of the IEEE Board of Directors (BOD), I presented a motion from TAB requiring reporting of the corporate recovery (IP tax) on a Gross basis. As a member of the BOD, I worked with IEEE Executive staff and other senior volunteer leaders to track status and report progress back to TAB until completion in 2017.
I remain committed to developing IEEE financial accounting that provides us with the ability to determine how each dollar is spent and to project our budgets with clarity and accuracy. We need to ensure that this continues with volunteer leadership that has been involved, understands, and holds financial transparency as a priority. We must continue to pursue financial system modernization and transparency.
The other most significant challenge we face is that of Open Access and the risk to our traditional publication model. We were slow to recognize this. In June of 2018, as Vice President of Technical Activities, I initiated a program called ‘Accelerated Open Access’ which will allow us to position IEEE Societies and Councils (S/Cs) into this space. It provides our S/Cs with a choice of fully open access alternatives, retains our quality and provides authors with choices of both our traditional and now fully open access platforms. Timely response to this challenge was critical and was, in my opinion, one of the most significant challenges we faced in 2018.
Continuing to work to improve our business infrastructure, clarity in our finances, and to keep up with the publications marketplace – this is what will provide value and support to our Societies and Councils.
What have you done to raise revenue for IEEE?
In 2007, I worked to increase efficiencies of IEEE-CS conferences management and conference publications, remaining focused on providing volunteer support. I successfully developed and deployed significant revisions to the IEEE-CS conference operations business model. These changes were prompted by need to address the IEEE-CS financial situation.
In 2007, the IEEE Computer Society was losing money at an alarming rate, more than $10,000 per day. The approved baseline budget for the IEEE Computer Society (CS), at the time, reflected a deficit of $3,232,700. As incoming Vice President of CS Conferences and Tutorials, I conducted a review of the 175 conferences in the CS portfolio, which projected an operating net loss for 2007 of $3.4M. Pretty bleak.
I had to figure out pretty quickly how to generate additional revenue and reduce expenses. I did using data driven decision, using data indicating an insufficient fiscal model, primarily an inverse fiscal relationship between the number of conferences and associated net contributions. Although numerous improvements were implemented, a notable few:
- Significant changes to the conference approval process (e.g., automation/efficiencies).
- Centralization of conference finance administration and improvements to the way in which conference staff were organized.
- Simplification and changes to financials; single fixed fee based on expenses to cover costs.
- Changes to the way volunteer conference leadership was organized.
- Implementation of conference vitality measures and improvements to portfolio management.
These efforts directly contributed to the generation of a balanced budget and elimination of $3.7M deficit during 2008-2010 and provided a simplified and more efficient process for CS conference organizers.
What is your position on the current prices of IEEE Membership?
I think we should always be sensitive to the cost of membership and look for ways to lower the entry point for our members. This would include all types of membership (regular, student, Society adds, etc.). I have always been fully supportive of exploring new ways to deliver reduced membership costs to our members. Additionally, I support rapid prototyping of new membership enrollment mechanisms (e.g., bundled memberships and sales in rupees). We should do whatever possible to enable our members to join.
During the 2019 June IEEE Board of Directors meeting there was an agenda item brought forward by Division Director Renuka Jindal and Region Director Wolfram Bettermann which has garnered some recent attention. This is a plan that proposes to offer $100 annual dues to every member of IEEE and $10 dues to every student member of IEEE. This is a complex issue, that will impact the IEEE budget, have an impact across multiple IEEE Operating Unit budgets and required more data and study than was available during the amount of time allotted during the June session. One thing that was not considered was the impact to our global members who receive discounted memberships – as this offer would actually raise their membership dues. Although I know this was probably not the intent, we must be very careful and consider all constituencies when proposing changes to something as far reaching as our dues structures.
There is a current IEEE Ad Hoc committee looking at New Membership Models and Opportunities to analyze and reduce membership dues, IEEE President Moura agreed to appoint members to a sub-committee of this current IEEE Ad-Hoc to explore the issue, gather the data, and come back to provide the Board with the required information necessary to support an informed vote.
I want to be clear that I am supportive of this proposal in concept and the research to find a way to fund a sustainable approach to the cost reductions. However, membership fee reduction alone is not sufficient for membership growth and retention. We have seen this from experiments in the past where we have given away free memberships. Engagement and value delivery are key for membership retention.
78% of new graduates that are IEEE members while in school drop their membership in two years after graduation. What do you intend to do to stop this trend?
There are a number of contributing factors to this dramatic drop out rate:
1) students move upon graduation and IEEE loses touch with them, 2) they were very engaged as students – not so much as YPs, and 3) they are hit at year 2 with the full membership fee just about the same time their student loans are due.
It is a wonder any of them stick with us!
We must focus on the next generation of technologists. In 2018, one of my strategic priorities was the revitalization of the TA Young Professionals (YP) program. Collaborating with Celia Desmond, we began with a campaign to engage the leadership of all the Societies and Councils to support and promote this program within their organizations, to include the appointment of a representative to TA sponsored activities. We kicked off the year with a TAB sponsored YP summit and we continued to focus energies and continue the momentum during the year. I personally fought for the funding to support the required YP activities and used part of my personal discretionary budget as well to ensure that there was adequate support for these activities within TA for 2018.
We need to do a better job of tracking our students upon graduation and reporting them to their local section upon their relocation. Not just reporting them, but also getting them engaged in local section or chapter activities! I cannot tell you how many emails I receive from recently graduated students who are looking for engagement opportunities. One thing I would propose to set up is a student volunteer network. It would provide for students, and recently graduated students, the opportunity to volunteer for posted chapter, section, society, council, (any IEEE) volunteer opportunity allowing them to build experience and connections within the organization. For example, if they know they are moving to a certain city, they can already be volunteering and building those relationships by volunteering for some activities they might support remotely.
Now, let me first discuss our current membership renewal process, which is the traditional – you sign up year-to-year annual renewal model. This is fine, but does not fit with today’s global ‘membership economy’. What I mean by this is today we see an ever-increasing popularity of the subscription-based business, which is primarily tied to millennials, who appear to prefer to pay incrementally for ongoing access to services. We should provide, with online and automatic payment, an almost effortless way for our members to spread out the yearly cost of their membership. The data from these types of programs shows that when members join, they do not consider the monthly transactions – they become automatic parts of their budgets. This would also allow for IEEE to plan and execute larger, longer-term programs because of the associated sizable recurring revenue. As it currently stands, we watch and wait for the annual renewal numbers to arrive to inform the budgeting process.
There is no single magic bullet to solve the student attrition problem. I have spoken to many of them. It is different across the world, no situation is the same, but the three broad issues I describe above are what I commonly hear. I can tell you that I remain committed to helping our IEEE Students and YPs prepare for professional and volunteer success.
How much value do you place on STEM and STEAM?
I think this should be one of the future areas of emphasis for IEEE. IEEE Educational Activities started an effort in 2017 to collect their products into a consolidated product portfolio and they have made considerable progress. These activities – like TryEngineering, TryEngineering Together, EPICS, and Engineering Summer Institute provide a strong offering to this constituency. We have a tremendous opportunity. I think that we should strongly consider a STEM membership, as we engage and mentor our youngest with this product line. STEM and STEAM are community engagement endeavors. They not only engage young minds, but provide an opportunity to partner with parents, teachers and community mentor partners. IEEE has a role in this and we should explore this opportunity engaging with our Educational Activities operating activity.
What do you see as the balance between revenue generation and serving the public through public imperatives and humanitarian efforts?
It must be said that just because IEEE is a not for profit, does not mean that we do not have to pay attention to the bottom line. It is even more important for us to raise revenue, and be dutiful stewards of our finances, so that we have the funds to support our mission, which is to advance technology for the benefit of humanity. You must have the funding if you want to serve the public though public imperatives and humanitarian efforts.
In 2017 the total revenues for IEEE were just over $490M with the major contributors being revenue from IEL and conferences. In 2017 we saw the first comprehensive IEEE foundation fundraising campaign – where they met their target goal of $30M by mid-October. In 2018 we see similar financials.
What is important to note is that we not only see support for IEEE humanitarian and public imperative activities through the IEEE Foundation. There are activities within IEEE that are externally funded – through IEEE technical and membership activities or through IEEE initiative funding. These programs include:
- The Special Interest Group on Humanitarian Technology (SIGHT), which funded 12 projects in 11 countries last year;
- The Engineering Projects in Community Service (EPICS in IEEE), which provides students a platform to make a real world difference in rural communities with the deployment of engineering-related projects;
- and the IEEE Mobile Outreach Vehicle (MOVE), which partners with the American Red Cross to support provide short-turn communications, computer and power solutions when disasters strike.
I believe we should budget and plan for the most efficient IEEE operations. We should include in our budgets support for our mission. Where we have short falls, we should look to external fund raising. Incidentally, during 2017-2018 I have been a member of the MOVE fundraising committee, which is not an official IEEE committee, but rather a group of Region 3 volunteers trying to raise external funding to keep the MOVE initiative alive and well.
What do you propose to do to deal with the increasing prevalence of open access and its impact on IEEE publication income?
When IEEE first decided to jump into the Open Access arena in 2007, I was concerned and made it a point to monitor the impact to publication finances. The IEEE Technical Activities Board (TAB) and Publications Services and Products Board (PSPB) also made a commitment in the form of a motion to ‘…continue experimentation with Open Access and monitor its impact on the organization’.
Open Access is being managed as a risk to IEEE publications. To date, this risk has not realized. IEEE peer reviewed, high quality publications are still highly sought after and our IEL subscriptions have seen steady year-to-year increases. IEEE has also been able to move into the Open Access market with three options for authors: Hybrid Journals, a new Multidisciplinary Open Access Mega Journal, and fully Open Access (OA) Journals. As I stated, this risk has not realized… yet.
However, two possibilities are being monitored:
1) Decreases in IEEE Electronic Library (IEL) subscription revenues from librarians – those paying for current content access, and
2) Shifts in OA requirements mandated by funding agencies driving the main researchers – those paying to publish content.
We have been monitoring these activities within IEEE Technical Activities. To address the first, we have not seen significant downward trends in IEL subscription revenues. Current sales forecasts are on target for 2019. The academic market is saturated, and corporate sales are the mitigation for potential loses.
We are being much more proactive as we see the market changing more quickly relating to the second activity area. Funding organizations in Europe are eliminating author’s abilities to publish in hybrid journals. They are eliminating the use of grant money for publication in OA Hybrid Journals. We need to make sure that we have a balanced portfolio of OA publications that provide for this new rule. IEEE is working to create a portfolio of fully OA journals to meet the needs of the European community; this will position IEEE for a nimble response to the changing publications market place and the needs of its authors.
OA shifts our publication model so that the finances are scalable (revenues and expenses) are more linear than the traditional subscription model. By taking a conservative approach and making sure that we maintain our quality standards, IEEE has been able to remain flexible and adapt to the changing OA early landscape. As far as early financials, things are optimistic as OA exceeded budgeted projections for FY17-18.
Open Access is here to stay, and has proven to be a viable part of the IEEE publication portfolio. IEEE must continue the commitment it has made to experiment and monitor. We need to continue to set a price point that is acceptable for authors, one that covers our publication costs, a price point that is benchmarked with competitors and positions us for a sustainable publication business.
How much importance should IEEE place on professional development activities?
IEEE should place the development and implementation of continuing professional development activities as a priority for the organization. The ultimate outcome of any continuing professional development program is that it deliver benefits to the public, the employer, and the professional. It has never been enough for someone to simply graduate with a technology degree – they must stay current. Professionals must stay relevant, aware of changing trends, their knowledge must stay up-to-date, and their skills must stay current. IEEE’s Mission statement is to ‘foster technological innovation and excellence for the benefit of humanity.’ Providing support for continuing professional development directly supports IEEE’s Mission by helping to ensure that practicing technologists are meeting the highest standards by staying relevant and up to date. Today IEEE journals, conferences, standards and IEEE Xplore serve to help our members stay current. In addition, IEEE provides continuing professional education. We need to significantly expand our continuing professional education program and work toward bundling our course content as packages to Universities and business that provide continuing education.
What do you see as the value proposition for IEEE members with our current membership model and membership-based professional societies?
Let me first discuss our current membership renewal process, which is the traditional – you sign up year-to-year annual renewal model. This is fine, but does not fit with today’s global ‘membership economy’. What I mean by this is today we see an ever-increasing popularity of the subscription-based business, which is primarily tied to millennials, who appear to prefer to pay incrementally for ongoing access to services. We should provide, with online and automatic payment, an almost effortless way for our members to spread out the yearly cost of their membership. The data from these types of programs shows that when members join, they do not consider the monthly transactions – they become automatic parts of their budgets. This would also allow for IEEE to plan and execute larger, longer-term programs because of the associated sizable recurring revenue. As it currently stands, we watch and wait for the annual renewal numbers to arrive to inform the budgeting process.
Secondly, our membership models. I know that IEEE Membership and Geographic Activities (MGA) has been exploring many options. I would encourage this to continue. We need to support excursions and experimentation that would allow us to support continued membership price and package tailoring to underserved and serviced Regions. We must look at membership models that engage industry, the possible revival of previous prototypes where memberships and services were bundled and sold in bulk, these memberships and services offered by the corporation as incentives to their employees. Any change to our membership model must be self-sustaining over long-term revenue projections, but we should experiment.
I also want to discuss membership representation. This is also something that MGA is considering and is a topic of strategic discussion at the IEEE Board of Directors (BOD). The current representation of 10 Division Directors (those Directors who are sitting on the BOD from Societies and Councils S/Cs) and 10 Region Directors (those from the IEEE Regions) has been in place for many years and we have seen significant shifts in growth in Regions 8, 9 and 10. These areas are under represented on the BOD and we should support MGA in their examination in how to correct this and make the representation of these Regions more equitable.
Lastly, I want to address the value proposition for membership-based professional societies. The value proposition should be the society’s determination of what is valuable to the member. It is what makes the professional society attractive. Some societies do a great job of this, some could improve. The Society and Council Review Committee is in place within Technical Activities to help each Society and Council gauge whether improvement is needed and to help. I am biased. I would not be a member of IEEE today had it not been the value provided to me by the Computer Society’s community of professionals. Also, data from our most recent membership survey shows that the majority of IEEE members view societies as important and satisfaction levels remain high. The data also reflects that the key reason members interact with societies is for information and education. This engagement, the ability to discuss important and topical matters, to affect change, to make a difference to the engineering profession – this is why membership-based professional societies matter. It is important for us to continue to have the IEEE and Society and Council offerings so that we provide continuing multiple value propositions to our members.
What can we do to better support the coordination between our Chapters and Sections?
There is a disconnect between many IEEE TAB Society Chapters and MGA Sections. I have served in both IEEE regional activities (Region 3) and in IEEE technical activities and knew for years that something was not quite right – I thought maybe it was just competition between the operating units. I just could not figure out what was wrong.
It was not until this past year – too late in my term as TAB Vice President – that I figured out the structural issue causing the disconnect. See, within MGA there are organizational structures that provide for the coordination between the sections and regions. In TAB there are organizational structures that provide for the coordination between societies and councils. Everyone assumes that the Societies will just manage their Chapters. They provide some oversight, but the oversight they provide does not provide the needed reach into MGA. There is a gap. Chapters are lost in between MGA and TAB and there should be a structure within TAB that provides some organizational oversight bridging the gap between the societies and working with MGA. This would help fix the problem.
We are now working at the IEEE-level to resolve this issue. With the help of President Jose Moura, Vice President for Technical Activities Ray Liu and Vice President for Membership and Geographic Activities Francis Gross, an IEEE-Level Ad Hoc has been appointed to work this issue. This ad hoc is being co-chaired jointly by MGA and TAB and is moving forward in 2019.
What do you think about the future of IEEE Women in Engineering (WIE)? What about the fairness of the current WIE member assessment?
I have served on the WIE Committee twice. One of the terms of appointment was a three-year term and during this term I worked to help change the WIE governance to its current state. Prior to being housed within MGA, it was a committee of the Board of Directors. As a committee of the Board, WIE had very little practical support and was not thriving – as we see it today. Today, WIE is a dynamic and growing organization. However, one of the items that was left on the negotiating table at the time was for WIE to have control over its own governance. At the time, when we were negotiating the move to MGA, we wanted WIE to be able to elect its own officers. There are many other organizations whose members are assessed fees. IEEE-USA and IEEE Standards Association are examples. What sets WIE apart is that these other organizations are empowered to elect their leadership from their constituencies who are assessed these fees. It would stand to reason that WIE should be able to do the same.
However, it is up to the current WIE leadership and MGA.
It is important to note that these assessments are used to fund many of the important WIE activities and scholarships. It would stand to reason that any WIE election cost would probably be charged to the current assessment budget. The decision to impact this budget would need to be made by the current WIE leadership. However, in my opinion WIE should be allowed to stand as an empowered organization, should have the ability to elect its own leadership, then I think the assessments are fair. If not, they should be reexamined. Currently other affinity groups, like Young Professionals, do not have assessments – they also do not elect their own leadership. There is an argument for assessment and empowerment in my line of thought.
As to the future of WIE, I am extremely optimistic! It is one of the fastest growing areas of IEEE and from year to year we see the largest increases in membership in this affinity group. Not only that – the enthusiasm I experience when I speak to WIE Chapters and when I talk to individuals is extraordinary.
What are your specific plans to increase the diversity (including geographic, gender, age) of IEEE’s members and volunteers?
IEEE’s Women in Engineering (WIE) program is one of the world’s largest with over 20,000 global members. It is also one of our fastest growing areas of membership with a 9% increase in membership in 2018. IEEE must continue to promote women in science, technology, engineering and math. We should continue to fully support our activities in Women in Engineering, and expand these – looking for opportunities to remove gender biases from our governance, marketing and awards materials. However, we should broaden our definition of diversity beyond that of gender to include diversities of age, ethnicity, geography and individuals with disabilities.
We must focus on the next generation of technologists. As the Vice President of Technical Activities (TA) in 2018, one of my strategic priorities was the revitalization of the TA Young Professionals (YP) program. Collaborating with Celia Desmond, we began with a campaign to engage the leadership of all the Societies and Councils to support and promote this program within their organizations, to include the appointment of a representative to TA sponsored activities. We kicked off the year with a TAB sponsored YP summit and we continued to focus energies and continue the momentum during the year. I personally fought for the funding to support the required YP activities and used part of my personal discretionary budget as well to ensure that there was adequate support for these activities within TA for 2018. I am happy to say that 42 IEEE societies and councils (S/Cs) have established Young Professionals programs. These S/Cs are working to build activity portfolios that demonstrate the value of these entities to IEEE’s next generation of technical leaders. The representatives meet monthly to build best practices and collectively share experiences—from the planning of technical programming to introducing young volunteers to leadership roles. I remain committed to helping our IEEE YPs prepare for professional and volunteer success.
In 2017, I worked with Andrea Goldsmith to champion and charter a permanent committee for Diversity and Inclusion within the Technical Activities Board (TAB). This helped position TAB as a thought leader in this important area. During 2018, at the request of several Societies that they might have statements for use, we worked with IEEE Legal, Marketing and Governance departments to gain approval for a statement reaffirming the IEEE Code of Conduct, Code of Ethics, and Nondiscrimination Policy. This statement solidified TAB’s dedication to ethical and fair treatment of all IEEE members. This year, IEEE President Jose Mora has established an IEEE-level ad hoc on Diversity and Inclusion and this ad hoc continues to further explore many of the same principles established by the TAB committee. This is important work, of which I have been closely involved and will continue to support.
IEEE serves a broad and global community and we need to work to ensure that our members are equitably represented across IEEE on our boards and committees. During 2018, TAB initiated voluntary, self-reported, metrics. We requested that the Societies and Councils report geographic and gender diversity metrics. Simply reporting the metrics, initiating the discussion and increasing awareness is the first step. Additionally, IEEE Member and Geographic Activities (MGA) is looking into this as a strategic priority and this should continue. Fair and equitable member representation should be one of our top priorities. I will continue to champion diversity and inclusion across IEEE.
What do you view as future technical direction in our fields of interest and convergence of multi-disciplinary expertise to solve grand challenge topics?
Convergence is an approach to solving problems that integrates across scientific disciplines and knowledge backgrounds. I do not think that convergence is new; this is regularly done on large-scale programs to bring in the correct expertise to solve a problem or create a design.
As far as getting out my crystal ball as to what the next hot technology might be… from what I have been reading. I would say that there are breakthroughs coming in artificial intelligence, robotics, cyber and privacy, nanotechnology, augmented virtual reality, and even smarter cities.
If you pay close attention to the activity that is going on within our technical communities you can observe this type of convergence naturally occurring within our technical communities – and it does occur topically. The key draw is the topic, not the technology. They bring individuals with diverse experiences and expertise together to discuss a common area of research or problem.
There is an area that I do think that IEEE should aggressively monitor and should immediately lean forward to address. This is the current development in robotics and AI and its associated ramifications on the work force within industry. IEEE could play a significant role in re-educating the work force and technical community that is displaced by robotics and AI now and in the future. This will become a global challenge. We should look to the role that IEEE might play – particularly in education and technical training as employers require those previously employed in traditional labor roles to move toward technical support.
I see IEEE, and our flexible framework of technical communities, as being uniquely positioned to contribute toward future technical challenges.
What do you see as the growing importance of ethics of design and application of technology?
As technology becomes more and more pervasive throughout society and in our daily lives, so does the importance of the application of ethics to its design. The design of technology has a huge influence on how people behave and how their lives affected. Any individual who is responsible for the design of technology should understand this influence and have a clear realization that design is not neutral – that design is in fact an inherently ethical activity.
We must ask the following design questions:
- Who could this disenfranchise?
- Who might possibly get hurt?
- Could this design enable one person over another through its use?
- Are we responsible for the impacts of addiction?
Here are just some examples for discussion:
The Environmental protection Agency (EPA) found that Volkswagen (VW) cars were being sold with software that could detect when it was being emissions tested. The engines emit nitrogen oxide pollutants up to 40 times above what is allowed in the U.S. This affected 11 million cars worldwide; VW has set aside approximately $5.25B to cover costs.
In a large study of seven thousand video gamers, close to twelve percent were classified as being addicted to video games; Games industry generated $108.4 Billion in 2017.
31% of U.S internet users aged 18-29 who have used dating sites or apps as of April 2017, the average user logs in 11 times a day spending about 77 minutes on the application daily in pursuit of a match; $1.28 Billion – revenue of the Match Group in 2017.
Software developers have come a long way, with cyber and security as major priorities when they design and code. However, the ethical consequences are not often still considered during software requirements and design. More troubling is that the ethical considerations associated with long term use and addiction are not only not considered, but are exploited as a business strategy for maximum profit.
What is your view of the current IEEE shared governance model?
IEEE, like many other nonprofits, operates with a traditional Board of Directors, which is based on for-profit corporate models. Inherent in this governance model is the demarcation between the board, our membership, our volunteers, and staff. Often the Operating Unit Vice Presidents are the only link between the various parts of the organization. This type of separation commonly results in the disconnection of the board and, ultimately, the organization from the very communities they serve, and it inhibits effective governance and accountability.
The other type of board, one comprised of experts, who may – or may not be – engaged in IEEE’s activities or mission, has tended to deepen a class divide between boards and their communities. Ultimately, these models prevent nonprofits from being effective—that is, responsive and accountable to the communities they serve.
Whatever governance structure a particular nonprofit adopts, it should strive to adopt one that fosters and advances democracy and self-determination. While our current governance structures within IEEE may not be perfect, we should continue to look for efficiencies, ways to increase communications, and continue to look to best promote the activities of our volunteers and membership that support our mission and vision.
What is your opinion on the use of private sector, for-profit business practices in a not-for profit association dedicated to our members, professions, and the public?
IEEE, as a not-for-profit, has a different mission and goals than for-profit enterprises. This is important to understand as it leads to two distinctly different types of organizational cultures. For profits, as the label implies, set goals of financial gain, and the culture within for-profit organizations focus on finances and business metrics. The culture within IEEE is more community-oriented, where more local communities within the Operating Units tend to take up initiatives that often have limited financial return, but that have much to do with the mission and vision of the IEEE. This is appropriate for a not-for-profit and appropriate when the initiative has strong alignment with the IEEE mission and vision.
There are some for-profit business practices and tools that IEEE has adopted and more that we should continue to look into. Some of the key areas that we should look to the for-profit sector for tools and business practices are:
- Governance & Board Oversight: One recent example is BoardSource. This tool is being used to manage the information repository for the IEEE Board of Directors and this same tool is used to support for-profit and not-for-profit Boards.
- Strategic Planning – for-profit strategic plans are often driven by CEO priorities. IEEE could benefit from an annual Board of Directors driven strategic vision. We had this during 2018, we should leverage this moving forward. Each President and BOD should begin the year with a revised strategy, which would then be communicated to the IEEE OUs. This would help greatly in setting the vision within the organization.
- Travel Reimbursement– There are many commercially available, for-profit, travel reimbursement systems available. I know that one is being Beta-tested for use within IEEE. This is the type of tool that we should be able to readily integrate into our business processes.
- Business Metrics – Adoption of key performance indicators for funded projects. We can look to for-profit companies for these measures. We have all heard how good we are within IEEE regarding project initiation. We are not necessarily good when it comes to stopping a project that is a non-performer. Financial strength is critical for any organization. Not-for-profit status is a tax strategy, not a business plan. If IEEE does not remain a financially viable organization, we risk mission delivery.
- Marketing: for-profits hire others to handle their digital marketing and create their digital marketing strategy. If we are not doing this in a consolidated manner, holistically for the IEEE brand, this should be considered.
Both not-for-profits and for-profit organizations must have the correct staff, (volunteers for not-for-profits), organizational structure, the right management team and business practices in place to function and grow. There are distinct differences that are important to understand before applying for-profit business practices where appropriate to a not-for-profit. However, it is important to understand that due to these differences, many for-profit business practices cannot be applied in a wholesale fashion to not-for-profits but much can be leveraged to reduce risk and gain performance.