Top 8 Chapter Resources You Need

Billhighway
BillhighwayBillhighway
Top 8 Chapter
Resources You Need
Kyle Bazzy
Director of Growth
Proud Detroiter
Billhighway
Technology that solves real
problems exclusively for
component-based
organizations
Founded in 1999
Who We Are/What We Do
What kind of help
do you need right
now?
01 Management & Membership
02 Leadership & Engagement
03 Support for Volunteers & Leaders
04 Collecting & Sharing Data
Top 8 Chapter Resources
05 Component Structures
06 Chapter Restructuring
07 Case Studies & Best Practices
08 Association Trends for 2017
#1 Management &
Membership
Situation:
 When parents fight and argue who feels the
negative effects?
Define Reality:
 Members win when chapters and HQ get along
Solution:
 Improve your operating framework
 Aligning goals
 Be a better communicator
Principles of Affiliation &
Operating Framework
10 key components of an
operating framework
Components & The Race to
Membership Whitepaper
Gain insights to improve your
membership marketing efforts
What I’ve Learned in Four
Years of Blogging About
Membership
Learn 12 observations and
conclusions about membership
Resources:
#2 Leadership &
Engagement
Situation:
 If you are not effectively engaging chapters, you
can’t expect them work well with you
Define Reality:
 Hitting your goals at HQ is all about finding the
best way to engage
Solution:
 Ask chapters what they want help with
 Start with your early adopters
 Start with the biggest chapter challenges
Chapter Engagement
Investigating models of
engagement outside traditional
chapters with industry articles
and case studies
Driving Chapter Value
How smarter investment will
boost the ROI of Association
Chapters
Do You Know Your Members’
Engagement Potential?
Identify ways to deliver more
value to unengaged members
Resources:
Dresden Farrand
12+ state chapters launched
Membership up 38% &
retention increased 24%
Presented 40 under 40 award
Chapter Champions
Charles W.L. Deale
86% members cite networking via
chapters as primary reason for joining
Chapters average 85-95% enrollment
#3 Support for
Volunteers/Leaders
Situation:
 How do you stack up to other associations for
effective volunteer leader support?
Define Reality:
 You reap what you sow
Solution:
 Better software to remove menial tasks
 Leadership programs will attract stronger leaders
 Measure success!
Resources:
Volunteer Guiding Principles
5 key topics to improve your
communication and operations
Volunteer Guiding Principles:
CFA Institute
Provides guidance and direction
on volunteer involvement efforts
and framework
Are You Haunted by
Volunteer Turnover &
Burnout?
Common reasons for volunteer
turnover and burnout and how to
combat these challenges
Top 8 Chapter Resources You Need
#4 Collecting &
Sharing Data
Situation:
 Data will tell the story for you – do you have it?
Define Reality:
 Measuring success without data = driving with a
blindfold on
Solution:
 Define what chapter ROI means for your association
 Create dashboards
 Use your data to tell stories
Resources:
Chapter ROI Assessment
5 minute worksheet to learn the
state of your chapter revenue
pipeline
Chapter Dashboard &
Data Metrics
Share industry articles to identify
what data is most important,
meaningful and actionable
Explore the Mystical World of
Chapter ROI
Learn ways of tracking and
driving chapter ROI
#5 Component
Structures
Situation:
 “Why do we even have chapters?”
Define Reality:
 Sometimes the hardest things to do are the only
things that need to be done
Solution:
 Research other successful structures
 Get a consultant! Don’t do this alone
 Be BOLD
Resources:
Local Components & Successful
Associations
Step-by-step to show you how to
make local components work for you
and your association
Components & The Race to
Membership Whitepaper
10 tips to develop and effectively use
components in membership
marketing
Components are Drivers of
Recruitment, Retention &
Engagement
How Dresden Farrand at CoSN
leveraged their components to
increase revenue, member retention
& chapter acquisition
Increased
Retention
Increased
Membership
2x
Doubled
Membership
in 4 States
$300k
Increased
Sponsorship
Revenue
38%24% $70k
Increase
Product
Sales
CoSN Case Study
How Dresden Farrand, CoSN Director of Membership & Chapters leveraged components to
see great increases in revenue, member retention, chapter acquisition and more.
#6 Chapter
Restructuring
Situation:
 “Why do we even have chapters?”
Define Reality:
 Sometimes the hardest things to do are the only things
that need to be done
Solution:
 Research other successful structures
 Get a consultant! Don’t do this alone
 Be BOLD
Are Chapters Worth The
Effort?
The difference between
importance & effectiveness of
your chapters
Why One Chapter Went
Rogue
A lesson in how not to respond
to a rogue chapter in your
association
The Art of Finding the “Right”
Chapter Model for Your
Association
5 characteristics of an effective
chapter model
Resources:
#7 Case Studies &
Best Practices
Situation:
 Are you using case studies to highlight your best
performing chapters?
Define Reality:
 Facts and reason are not enough. You have to find better
ways to effectively communicate
Solution:
 Create case studies that will help HQ hit its goals
 Work on being a better story teller
 Share best practices amongst your chapters
Motivating Rogue Chapters
Toward Dissolution
4 Case Studies, 3 Issues, 4
Different Outcomes
2016 Membership Marketing
Benchmarking Reports
Provides benchmarks association
leaders can evaluate their own
membership programs
CRMUG Case Study
How an organization with chapters
implemented community software
to encourage networking
Resources:
#8 Association
Trends for 2017
Situation:
 Focus on what matters, stay aware of what’s going on
Define Reality:
 “Success is no accident. It is hard work, perseverance,
learning, studying, sacrifice and most of all, love of what
you are doing or learning to do.” - Pele
Solution:
 Connect with other CRPs
 Define your biggest obstacles; set aside time to learn
one way someone solved a similar problem each month
Resources:
Top Association Management
Predictions for 2017
Predictions from 13 industry
experts on new goals, product
strategies, and opportunities
Chapter Engagement Trends
for 2017
5 ways to increase engagement
at the chapter level
Association Innovative
Benchmarking Report
Characteristics that define
innovative associations
0
1
2
3
4
5
6
7
8
9
ASAE Annual Meeting &
Exposition
Marketing, Membership &
Communication Conference
Great Ideas Conference Finance, HR & Business
Operations Conference
Technology Conference & Expo
Value from the Top 5 Conferences Attended in 2016
1 2 3 4 5
Average rating 3 out of 5 stars
0
5
10
15
20
25
30
ASAE Billhighway Mariner Mangement, Inc. Internal Other
Comparing Resource Expectations vs. Thought Leader Results
Resource Expectations Thought Leaders
CRP Connection
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Top 8 Chapter Resources You Need

  • 2. Kyle Bazzy Director of Growth Proud Detroiter Billhighway Technology that solves real problems exclusively for component-based organizations Founded in 1999 Who We Are/What We Do
  • 3. What kind of help do you need right now?
  • 4. 01 Management & Membership 02 Leadership & Engagement 03 Support for Volunteers & Leaders 04 Collecting & Sharing Data Top 8 Chapter Resources 05 Component Structures 06 Chapter Restructuring 07 Case Studies & Best Practices 08 Association Trends for 2017
  • 5. #1 Management & Membership Situation:  When parents fight and argue who feels the negative effects? Define Reality:  Members win when chapters and HQ get along Solution:  Improve your operating framework  Aligning goals  Be a better communicator Principles of Affiliation & Operating Framework 10 key components of an operating framework Components & The Race to Membership Whitepaper Gain insights to improve your membership marketing efforts What I’ve Learned in Four Years of Blogging About Membership Learn 12 observations and conclusions about membership Resources:
  • 6. #2 Leadership & Engagement Situation:  If you are not effectively engaging chapters, you can’t expect them work well with you Define Reality:  Hitting your goals at HQ is all about finding the best way to engage Solution:  Ask chapters what they want help with  Start with your early adopters  Start with the biggest chapter challenges Chapter Engagement Investigating models of engagement outside traditional chapters with industry articles and case studies Driving Chapter Value How smarter investment will boost the ROI of Association Chapters Do You Know Your Members’ Engagement Potential? Identify ways to deliver more value to unengaged members Resources:
  • 7. Dresden Farrand 12+ state chapters launched Membership up 38% & retention increased 24% Presented 40 under 40 award Chapter Champions Charles W.L. Deale 86% members cite networking via chapters as primary reason for joining Chapters average 85-95% enrollment
  • 8. #3 Support for Volunteers/Leaders Situation:  How do you stack up to other associations for effective volunteer leader support? Define Reality:  You reap what you sow Solution:  Better software to remove menial tasks  Leadership programs will attract stronger leaders  Measure success! Resources: Volunteer Guiding Principles 5 key topics to improve your communication and operations Volunteer Guiding Principles: CFA Institute Provides guidance and direction on volunteer involvement efforts and framework Are You Haunted by Volunteer Turnover & Burnout? Common reasons for volunteer turnover and burnout and how to combat these challenges
  • 10. #4 Collecting & Sharing Data Situation:  Data will tell the story for you – do you have it? Define Reality:  Measuring success without data = driving with a blindfold on Solution:  Define what chapter ROI means for your association  Create dashboards  Use your data to tell stories Resources: Chapter ROI Assessment 5 minute worksheet to learn the state of your chapter revenue pipeline Chapter Dashboard & Data Metrics Share industry articles to identify what data is most important, meaningful and actionable Explore the Mystical World of Chapter ROI Learn ways of tracking and driving chapter ROI
  • 11. #5 Component Structures Situation:  “Why do we even have chapters?” Define Reality:  Sometimes the hardest things to do are the only things that need to be done Solution:  Research other successful structures  Get a consultant! Don’t do this alone  Be BOLD Resources: Local Components & Successful Associations Step-by-step to show you how to make local components work for you and your association Components & The Race to Membership Whitepaper 10 tips to develop and effectively use components in membership marketing Components are Drivers of Recruitment, Retention & Engagement How Dresden Farrand at CoSN leveraged their components to increase revenue, member retention & chapter acquisition
  • 12. Increased Retention Increased Membership 2x Doubled Membership in 4 States $300k Increased Sponsorship Revenue 38%24% $70k Increase Product Sales CoSN Case Study How Dresden Farrand, CoSN Director of Membership & Chapters leveraged components to see great increases in revenue, member retention, chapter acquisition and more.
  • 13. #6 Chapter Restructuring Situation:  “Why do we even have chapters?” Define Reality:  Sometimes the hardest things to do are the only things that need to be done Solution:  Research other successful structures  Get a consultant! Don’t do this alone  Be BOLD Are Chapters Worth The Effort? The difference between importance & effectiveness of your chapters Why One Chapter Went Rogue A lesson in how not to respond to a rogue chapter in your association The Art of Finding the “Right” Chapter Model for Your Association 5 characteristics of an effective chapter model Resources:
  • 14. #7 Case Studies & Best Practices Situation:  Are you using case studies to highlight your best performing chapters? Define Reality:  Facts and reason are not enough. You have to find better ways to effectively communicate Solution:  Create case studies that will help HQ hit its goals  Work on being a better story teller  Share best practices amongst your chapters Motivating Rogue Chapters Toward Dissolution 4 Case Studies, 3 Issues, 4 Different Outcomes 2016 Membership Marketing Benchmarking Reports Provides benchmarks association leaders can evaluate their own membership programs CRMUG Case Study How an organization with chapters implemented community software to encourage networking Resources:
  • 15. #8 Association Trends for 2017 Situation:  Focus on what matters, stay aware of what’s going on Define Reality:  “Success is no accident. It is hard work, perseverance, learning, studying, sacrifice and most of all, love of what you are doing or learning to do.” - Pele Solution:  Connect with other CRPs  Define your biggest obstacles; set aside time to learn one way someone solved a similar problem each month Resources: Top Association Management Predictions for 2017 Predictions from 13 industry experts on new goals, product strategies, and opportunities Chapter Engagement Trends for 2017 5 ways to increase engagement at the chapter level Association Innovative Benchmarking Report Characteristics that define innovative associations
  • 16. 0 1 2 3 4 5 6 7 8 9 ASAE Annual Meeting & Exposition Marketing, Membership & Communication Conference Great Ideas Conference Finance, HR & Business Operations Conference Technology Conference & Expo Value from the Top 5 Conferences Attended in 2016 1 2 3 4 5 Average rating 3 out of 5 stars
  • 17. 0 5 10 15 20 25 30 ASAE Billhighway Mariner Mangement, Inc. Internal Other Comparing Resource Expectations vs. Thought Leader Results Resource Expectations Thought Leaders

Notas do Editor

  1. What does BH do? Work with chapter-based associations to simplify the operations and financial complexities of having chapters.
  2. We surveyed 30+ CRPs asking for feedback. These are the top 8 results we’ve heard from CRPs and other chapter-based organizations on the help they need in 2017. We wanted to offer resources, takeaways, and case studies to help.
  3. The relationship between national and chapters is critical to the success of the organization. Outline your goals and expectations to provide guidance From inside headquarters, it can be easily to forget that association management is not a commonly held skill set Chapters are key “soldiers on the ground” in advocacy efforts Adapt a “work smarter, not harder” mantra Lessen the administrative burden on leaders Allow local officers and volunteers to engage with members Utilize technology, collaboration tools, and advanced database platforms Share insights, tools and resources Compare data with other chapters and headquarters Create a chapter network to connect headquarters with members
  4. Associations chapters and components are fertile ground for member engagement, but they can often prove to be a thorny management challenge. Chapter task forces or advisory groups are a must before undertaking new chapter engagement models Virtual chapters or online communities are changing the way chapters, members, and associations communicate Incentivize chapters and leaders to increase engagement, recruitment and retention Build trust and encourage chapter engagement with surveys and asking for feedback “The trust of leadership is incredibly important, and their involvement gives more authority to component-relations decisions.” –Dresden Farrand Build trust and encourage chapter engagement with surveys and asking for feedback Start by working backwards: know what your team wants to learn and what they want to get out of it by asking questions Test your survey: create a small pilot before sharing with the masses –tweak changes based on pilot feedback Follow up and share results: share results more internally and externally (when appropriate) and utilize results to help strategic initiatives “If they’re not working on member engagement, they shouldn’t exist,” –Kyle Bazzy
  5. If they’re not working on member engagement, they shouldn’t exist. Dresden Farrand (Senior Director of Membership and Chapters at CoSN) 24% increased retention at CoSN since 2013 38% increased membership at CoSN since 2013 +12 new state chapters Charles W.L. Deale (Vice President of Membership and Chapter Relations at FEI) 86% of FEI members said peer networking was their primary reason for joining a chapter Chapters average 85-95% enrollment of FEI members in their geographic areas
  6. “It becomes incumbent upon national organizations to do a better job of helping component organizations, giving them the insights, the tools, and the resources that they need to be more effective, because managing chapters and other volunteers is not what they do on a day-to-day basis,” says Charles W.L. Deale Start by solving real problems for your chapter leaders. If you want to get adoption, you’ve got to start by solving problems for them, not you. A give-first mentality is super important. Adopt a give-first mentality View chapters as equal partners & work collaboratively Make tools & templates simple, easy-to-use, accessible and adaptable Prevent volunteer burnout by offering support systems Consider developing a volunteer guiding principle Offer training or professional development With only on average 3.3 FTE employees at HQ dedicated to supporting chapters, you rely heavily on volunteers at a chapter level. As you can see, 65% of chapters run purely on volunteer leadership – so it’s important to have the right tools, tactics and support in place to make them successful. - Mariner Management’s 2016 Chapter Benchmarking Study
  7. Offer training or professional development Associations conduct a variety of training programs for their chapter leaders –both in-person conferences and workshops and online webinars and discussion forums are common Most often, organizations host 3-4 trainings per year, but that volume varies widely -Mariner Management & Marketing General Incorporated 2016
  8. An overwhelming 95 percent of associations with chapters said they do not use any formal method to calculate the comprehensive ROI of their chapter system to the association. What story are you trying to tell with data? Who is your audience? If there a way to standardize your metrics across chapters? (why, what, where, who, when, how will the data be collected?) Identify what data is most important, meaningful and actionable to your association KPIs and dashboards need to be flexible and adaptable, change needs to be able to happen quickly Dashboards are becoming more important as ROI becomes a trending topic around chapters Starting small and testing what works or doesn’t work is key to success – don’t set yourself up for disappointment
  9. Considering that half of associations have component structures (according to Marketing General Incorporated’s 2016 Membership Marketing Benchmarketing Report) Different structures, models and processes This makes it hard to find resources when there is no common term, model or method, but…there are overall concepts and areas of focus: Look outside the chapter model for new ideas Improve communication, build relationships, strive for organizational objectives/goals Challenges are typically rooted in the structure of the organization Chapter responsibility Limited effectiveness Uniqueness between chapters Each chapter is different “We’re not going to just have components to have components. We’re only going to have strong components. So, that has meant I have dropped components.” –Dresden Farrand Action Planning for good governance: Identify the problems Develop a clear change vision Consider the impact for ALL levels of the org. Commit to managing the process through a thoughtful strategy
  10. Case study of Dresden Farrand at CoSN Stronger Chapters, Stronger Associations Components can be challenging What makes a good component? Member experience Sustainability of the model Shared revenue model Willingness to build brand awareness Deliver and invest in products and services
  11. Associations with chapters still need to focus on… Retention Member acquisition Data-driven decisions Leadership Volunteers Relationships Rethink the perception of chapters May be the perception of some, but isn’t reality: Younger generations are looking for professional development In fact, chapters are providing MORE value than National in many cases. Build trust and mutual respect – be complementary
  12. Introduce CRP Connection Remember the top 10 takeaways for chapter-based associations 1. Define Reality 2. Know what matters 3. Start Small 4. Tell a story 5. Learn from other CRPs 6. Ask for feedback 7. Support volunteers 8. Set a cadence 9. Set expectations 10. Be Aware of Pitfalls
  13. Plays to your association’s strength “In 2017, associations will focus on developing their three most valuable assets: data, staff, and partnerships.” –Deirdre Reid Most associations understand that data is one of their most valuable and vulnerable assets. Associations will get better at using data to learn more about their community and t deliver more value to them.
  14. Where are your peers hanging out? How do you start connecting with your peers? Face-to-face is always best right?! This graph shows a value from 1-5 ranking based on the value received from attending these conferences. ASAE Annual Meeting & Exposition had the highest attendance of those surveyed. The average value of information from these conferences was 3 (blue color) out of 5. Note responses from survey include: Talking with other chapter-based organizations about similarities or differences helps tremendously. Component-specific content and speakers is lacking. It’s hard to find component people because we’re lumped in with membership. Promote Great Ideas Conference & Peggy/Peter’s session there Ask Questions: In your opinion, how could the conferences improve your experience to value them higher? Would you attend an educational session if it was specific to chapter-based organizations? Would you find it helpful to meet with other CRPs at these events/conferences? A scheduled session or speaker? How much money do you budget to attend these conferences? For those of you who can’t afford to attend these conferences (13%), would you be interested in a free consultation meeting from chapter experts? Introduce idea of roadshows for in-person consultation from chapter experts
  15. We also asked “In your opinion, who are the thought leaders or all-stars in your industry, organization, or the association space? Comparing results from where you expect to find chapter-based resource information with thought leaders or all-stars. Why are the results for resources and thought leaders different? Shouldn’t you expect to find helpful resources from thought leaders in the space? e.g. ASAE 27 responses resources vs. 10 responses thought leaders e.g. Mariner Management, Inc. 1 response resources vs 14 responses thought leaders Other thought leaders include: (these would be good to highlight) Kiki L’Italein – Association Chat Cynthia D’Amour Chapter Council Albia
  16. Introducing the CRP Connection –share with us in the chat box what you would like learn/what help you need and we’ll connect you with another CRP or chapter expert. Share similarities and differences of your chapters/organization Provide resources and best practices with each other Share data outside your organization Collaborate on strategic plans, ideas, innovative approaches Ask for help to solve chapter challenges (e.g. membership, leadership, etc) Receive validation on your process