Usage
The chapters will utilize the renewal projection report for specific renewal details, such as grace years available, third-party certification information, lifetime dues status, member dues tier, and assistant contact information.
Platform
Chapter Management Hub
Watch the video
Steps
Renewals Projection Report
1. In the Chapter Data module, use the Chapter Reports tab.
2a. Use the Select a View function and select the Renewals filter.
2b. You can also use the search function to locate the Renewals Projection Report.
3. Click on the hyperlink Renewals Projection Report.
4. In the pop-up window, click on Go to Report to access the report. This report contains renewals-related information for both primary and secondary members.
Status definitions
PAGE STATUS
Complete = Member has clicked Save & Continue at the bottom of the page
In progress = Member has progressed to the page, but did not click Save or Save & Continue.
Not started = Member has not progressed to the page.
CERTIFICATION STATUS
Complete = Certification is complete.
Incomplete = Certification has not been started, or what was submitted was not accepted.
Requested = An electronic document has been sent to the member’s third-party verifier.
Received = Something has been submitted by a member or the third-party verifier, and YPO needs to approve.
GRADUATION STATUS
Not eligible = Member is under the age of 48 as of 30 June and not eligible to graduate to Gold.
Eligible for early graduation = Member is age 48 or 49 as of 30 June and is eligible to graduate to YPO Gold early, which does not necessarily mean that the member would not need to certify to continue with membership.
Scheduled to Graduate = Member is age 50 as of 30 June and must graduate, does not necessarily mean that the member would not need to certify to continue with membership.
Graduated = Member has graduated to YPO Gold, which does not necessarily mean that the member would not need to certify to continue with membership.
STAGE
Cycle open = A member has not logged in or only completed the profile pages.
Close won = Renewal certification (if applicable) and payment have been completed. However, the community standards may still need to be completed. A follow-up will be conducted for all members who did not complete the community standards during renewals.
Close lost = Member has resigned effective 1 July.
Payment received =Payment has been received by YPO, members are missing certification or transition information.
Payment pending = Member invoice generated, awaiting payment from the member. This does not mean YPO has the payment, and it hasn’t been applied.
Things to know
Members who joined YPO in Q4 (April/May/June) of the current year are not included in the Renewals Projection Report. This is because when they joined in Q4 they paid prorated dues for the current FY and paid dues for the next FY.
How to get help
Reach out to [email protected] for assistance.