Maximizing Member Engagement

★ Tony Karrer
★ Tony KarrerCTO, Head of LA CTO Forum em TechEmpower
Maximizing Member Engagement
            Tom Morrison                               Tony Karrer
            Presenter                                  Host


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Maximizing Member Engagement



        What to Expect Today

•   It's All About You
•   6-Keys to Member Engagement
•   Recap and Conclusion
Maximizing Member Engagement



               How to Get Your
                Members to
                Scream Your
               NAME and Beg
                 for MORE!
Maximizing Member Engagement

          Who is Tom Morrison?

•   CEO - Chief Energy Officer
•   17 Years Association Management
•   3rd Non-Profit – 2nd Trade Association
•   Love 80’s Music and to Dance
•   Played Drums Since I Was 5
•   Wife DeAnna and 3-Grown Children
•   Best Known For Pulling Out Beer Pong
    Game and Instantly Becoming the
    Coolest CEO in History
Maximizing Member Engagement


              Poll Time!

Now that the election is over, how do
you feel about the future of your
industry/association?

• Great
• Not Sure
• Worried
Maximizing Member Engagement


    Its All About You




   Who Is the Electric Outlet
    Of Your Association?
Maximizing Member Engagement


                  Leader or Manager

Managers are focused                Leaders create shared
                          focused

Managers take credit            Leaders take responsibility

Managers seek to be heros       Leaders make heros of others
                                on the team

Managers exercise power         Leaders develop power within
over people                     over people
Maximizing Member Engagement

                 Leader or Manager


Managers direct groups     Leaders create teams

Managers communicate       Leaders persuade

Managers have good ideas   Leaders implement ideas

Managers react to change   Leaders create change

Managers have employees    Leaders win followers
Maximizing Member Engagement

The Power of Associations
Maximizing Member Engagement

 Myths About the Association Business Model

1. The association model is broken
2. Membership doesn’t work
3. Young people are not joiners
4. Free dues is the future
5. People don’t see associations as relevant
6. Virtual meetings will do away with live
   meetings
7. Social media will make associations
   irrelevant
Maximizing Member Engagement

             Association 101
      Aka… Why People Join Associations

1. Organize themselves
2. Coordinate their efforts (cause)
3. Leverage the costs over many people
4. Build trust for partnerships/business
   opportunities
5. Do things for themselves they could not do
   individually more effectively
Maximizing Member Engagement

               Association 101

   Emotions WHY People Join an Association

1. People WANT to be a part of something
   BIGGER than themselves
2. People WANT to be a part of something
   EXCITING
3. People WANT to believe in an organization
   that can EMPOWER them to make it happen
Maximizing Member Engagement

What Problems Do Your Members Have
     Right Now and In the FUTURE?




  You Should NEVER Take Action Just
    Because Everyone is DOING IT!
Maximizing Member Engagement




    INNOVATION!!!!


     WHAT IS IT???
Maximizing Member Engagement


          What is Innovation

Innovation is when you have the right
programs and services that continually
match up with the biggest on-going
challenges and opportunities that face
your members.

         The KEY in “On-going”
Maximizing Member Engagement


       The Big Problem With
            Innovation?

Disconnect Between Board, Staff and CEO
on What You Should Do With Innovation.


      Why?     Fear and Change
Maximizing Member Engagement




 Member Value
Maximizing Member Engagement

          Member Value
Maximizing Member Engagement




 Any Questions So Far?
Maximizing Member Engagement


                  Key #1
Understand Your Threats to:

•   Your Industry
•   Your Members
•   Your Association

Are The Threats Controllable or Uncontrollable?
Maximizing Member Engagement

    Which Ones are Controllable and
    Which Ones are Uncontrollable?


1. Build contingency plans for the
   uncontrollable ones

2. Focus your programs and services on
   the ones you can control
Maximizing Member Engagement

     Sample Challenges for Any Association

•   How do we give the smallest member in the
    most remote location a voice to participate
•   How to we connect our members, volunteers
    and staff in a cost effective way to minimize
    administrative cost and leverage our time
•   How do we connect with the next
    generation of members
•   How do we help our members expand there
    marketplace
Maximizing Member Engagement

     Sample Challenges for Any Association

•   How do we engage the members who do
    not attend live meetings
•   How do we connect the non-attending
    member with resources and networking as if
    they were attending meetings
•   How do we give our members a competitive
    advantage in the labor marketplace
Maximizing Member Engagement

     The Keys to a Great Value Proposition

Specifically defining what the challenges and
opportunities in your industry are.

Identifying things you can for your members
they cannot do themselves effectively in time,
effort or financial resources.


       This is where INNOVATION kicks in
Maximizing Member Engagement

    Defining Your Potential Member’s
      Challenges or Opportunities

     3 Keys to Developing Your Value
               Proposition

1. Identify Your Member’s Biggest Pains

2. Give Them the Right Medication

3. Set Dues Appropriately
Maximizing Member Engagement

    So What Do YOU
      Need MOST?

          Key #2

    An Effective
Communication Strategy
Maximizing Member Engagement
Maximizing Member Engagement
Maximizing Member Engagement
Maximizing Member Engagement
Maximizing Member Engagement




    The Question is???


 What Business Are You In?
Maximizing Member Engagement

          What Business Are You In?

Associations are in the business of performing
the mission and purpose as defined in their
governing documents and/or strategic plan with
absolute excellence.

By performing your purpose combined with an
effective value proposition, your industry
should have a desire to be members.
Maximizing Member Engagement

          The Association Challenges


Membership is a Balancing Act:

1. Recruiting New Members
2. Serving Current Members to Maximize
   Revenue


       Which Side Holds More Weight?
Maximizing Member Engagement

          The Association Challenges

Managing a variety of different demographic
groups who all have varying expectations and
give/receive messaging in dramatically different
ways.

Continuing and fast paced technology shift in
how we communicate and do business with
each demographic group.
Maximizing Member Engagement




    Membership = Pay Dues

Movement = Believers/Revolution
Maximizing Member Engagement

          Key #3

Doing Things For Your Members
    What They Can’t Do For
 Themselves More Effectively?
Maximizing Member Engagement

Three Type of Association Programs / Services

1. Ones you can get for FREE anywhere

2. Ones you are going to do whether I’m a member
   or not

3. Ones you can do for members more effectively in
   time, effort and financial resources
Maximizing Member Engagement

     Your Members Will Tell You What They Want

•   Survey your members periodically to get their
    input and buy in

•   Get members involved in an innovation creative
    team to help drive your value proposition

•   Don’t think you know more than your members
Maximizing Member Engagement




 Any Questions So Far?
Maximizing Member Engagement



          Key #4
  Show Your Board the RIGHT
   Metrics to Engage Change
Maximizing Member Engagement

                5 Key Metrics to Graph

Total Membership by Quarter - Shows health in membership
Maximizing Member Engagement

                 5 Key Metrics to Graph
Per Member Revenue - Shows health of member engagement
in all revenue producing programs. Include dues and meetings
in your revenues.
Maximizing Member Engagement

                5 Key Metrics to Graph
Rolling 12 Month Average of Annual Revenues and Expenses -
Shows revenue related to expenses to identify quickly when
either is heading the wrong direction.
Maximizing Member Engagement

                  5 Key Metrics to Graph
Total Assets, Liabilities and Net Worth – Shows overall
health of association.
Maximizing Member Engagement
                 5 Key Metrics to Graph
Return on Management – Measures for every dollar
association is investing in management, how many dollars do
they have in net assets at any given time. Want to measure
this annually.
Maximizing Member Engagement

                Key Metrics Are Critical

•   Shows the overall health of the association

•   Help staff to see where change needs to happen

•   Motivates the Board to make change
Maximizing Member Engagement


     Question??
Are You Maximizing Your
 Revenue Per Member?
Maximizing Member Engagement

  Three Bodies of Knowledge in Recruitment

1. Things Your Members Know They Know

2. Things Your Members Know They Don’t Know

3. Things Your Members Don’t Know They Don’t
   Know
Maximizing Member Engagement
Maximizing Member Engagement

                       The Keys

•   Recruitment is all about Value, Expectations &
    Marketing

•   Engagement is all about the right
    Programs/Services, Communications and
    Outreach

•   Retention is all about doing #1 & #2 effectively
    • If you have a retention problem, you have an
       even bigger problem with #1 & #2
Maximizing Member Engagement

                Association Challenges

          Two Fast Paced and Dynamic Shifts

•   Fastest Shift in Technology in Our History
•   Largest Swing in Demographic Groups
Maximizing Member Engagement

Challenge: Different Demographic Groups
Maximizing Member Engagement

           Keys to Engaging Younger
          Members In Your Association

•See the world in ways never thought possible

•Experience an amazing journey where they are
better off at the end

•Fighting for an incredible cause

      Does Your Association Offer These?
Maximizing Member Engagement

          Key #5




   Narrow Your FOCUS
Maximizing Member Engagement

                      Key #6
    3 Questions to Consistently Ask in Membership

•   What are we doing that we should be doing
    differently?

•   What are we NOT doing that we should be doing?

•   What are we doing that we should STOP because
    it’s completed or irrelevant to the membership?
Maximizing Member Engagement

 RECAP: 6 Keys to Maximizing Member Engagement

1. Understand Your Threats to Industry, Members
   and Association
2. Have an Effective Communication Strategy – Do it
   All in Print, Electronic, Video and Social
3. Do Things Your Members Can’t Do Themselves
   Effectively
4. Show the Right Metrics to Motivate Board and
   Staff to Change
5. Narrow Your Focus
Maximizing Member Engagement


    RECAP: 6 Keys to Maximizing Member Engagement

6. Ask the Three Important Questions Every Year:

•     What are we doing that we could be doing
      differently?
•     What are we NOT doing we should be doing?
•     What are we doing that we can stop due to its
      done or irrelevant?
New World of Member Engagement
https://www.eiseverywhere.com/ehome/50467




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Maximizing Member Engagement
        Tom Morrison              Tony Karrer
        904-249-0448              tony.karrer@aggregage.com
        @tommorrison
        tom@heattreat.net



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Maximizing Member Engagement

  • 1. Maximizing Member Engagement Tom Morrison Tony Karrer Presenter Host We will be starting soon. In the meantime, please chat: Where are you located right now? What’s the weather there? You can hit *0 if you have issues and need an operator. Proudly Sponsored By:
  • 2. Maximizing Member Engagement What to Expect Today • It's All About You • 6-Keys to Member Engagement • Recap and Conclusion
  • 3. Maximizing Member Engagement How to Get Your Members to Scream Your NAME and Beg for MORE!
  • 4. Maximizing Member Engagement Who is Tom Morrison? • CEO - Chief Energy Officer • 17 Years Association Management • 3rd Non-Profit – 2nd Trade Association • Love 80’s Music and to Dance • Played Drums Since I Was 5 • Wife DeAnna and 3-Grown Children • Best Known For Pulling Out Beer Pong Game and Instantly Becoming the Coolest CEO in History
  • 5. Maximizing Member Engagement Poll Time! Now that the election is over, how do you feel about the future of your industry/association? • Great • Not Sure • Worried
  • 6. Maximizing Member Engagement Its All About You Who Is the Electric Outlet Of Your Association?
  • 7. Maximizing Member Engagement Leader or Manager Managers are focused Leaders create shared focused Managers take credit Leaders take responsibility Managers seek to be heros Leaders make heros of others on the team Managers exercise power Leaders develop power within over people over people
  • 8. Maximizing Member Engagement Leader or Manager Managers direct groups Leaders create teams Managers communicate Leaders persuade Managers have good ideas Leaders implement ideas Managers react to change Leaders create change Managers have employees Leaders win followers
  • 9. Maximizing Member Engagement The Power of Associations
  • 10. Maximizing Member Engagement Myths About the Association Business Model 1. The association model is broken 2. Membership doesn’t work 3. Young people are not joiners 4. Free dues is the future 5. People don’t see associations as relevant 6. Virtual meetings will do away with live meetings 7. Social media will make associations irrelevant
  • 11. Maximizing Member Engagement Association 101 Aka… Why People Join Associations 1. Organize themselves 2. Coordinate their efforts (cause) 3. Leverage the costs over many people 4. Build trust for partnerships/business opportunities 5. Do things for themselves they could not do individually more effectively
  • 12. Maximizing Member Engagement Association 101 Emotions WHY People Join an Association 1. People WANT to be a part of something BIGGER than themselves 2. People WANT to be a part of something EXCITING 3. People WANT to believe in an organization that can EMPOWER them to make it happen
  • 13. Maximizing Member Engagement What Problems Do Your Members Have Right Now and In the FUTURE? You Should NEVER Take Action Just Because Everyone is DOING IT!
  • 14. Maximizing Member Engagement INNOVATION!!!! WHAT IS IT???
  • 15. Maximizing Member Engagement What is Innovation Innovation is when you have the right programs and services that continually match up with the biggest on-going challenges and opportunities that face your members. The KEY in “On-going”
  • 16. Maximizing Member Engagement The Big Problem With Innovation? Disconnect Between Board, Staff and CEO on What You Should Do With Innovation. Why? Fear and Change
  • 19. Maximizing Member Engagement Any Questions So Far?
  • 20. Maximizing Member Engagement Key #1 Understand Your Threats to: • Your Industry • Your Members • Your Association Are The Threats Controllable or Uncontrollable?
  • 21. Maximizing Member Engagement Which Ones are Controllable and Which Ones are Uncontrollable? 1. Build contingency plans for the uncontrollable ones 2. Focus your programs and services on the ones you can control
  • 22. Maximizing Member Engagement Sample Challenges for Any Association • How do we give the smallest member in the most remote location a voice to participate • How to we connect our members, volunteers and staff in a cost effective way to minimize administrative cost and leverage our time • How do we connect with the next generation of members • How do we help our members expand there marketplace
  • 23. Maximizing Member Engagement Sample Challenges for Any Association • How do we engage the members who do not attend live meetings • How do we connect the non-attending member with resources and networking as if they were attending meetings • How do we give our members a competitive advantage in the labor marketplace
  • 24. Maximizing Member Engagement The Keys to a Great Value Proposition Specifically defining what the challenges and opportunities in your industry are. Identifying things you can for your members they cannot do themselves effectively in time, effort or financial resources. This is where INNOVATION kicks in
  • 25. Maximizing Member Engagement Defining Your Potential Member’s Challenges or Opportunities 3 Keys to Developing Your Value Proposition 1. Identify Your Member’s Biggest Pains 2. Give Them the Right Medication 3. Set Dues Appropriately
  • 26. Maximizing Member Engagement So What Do YOU Need MOST? Key #2 An Effective Communication Strategy
  • 31. Maximizing Member Engagement The Question is??? What Business Are You In?
  • 32. Maximizing Member Engagement What Business Are You In? Associations are in the business of performing the mission and purpose as defined in their governing documents and/or strategic plan with absolute excellence. By performing your purpose combined with an effective value proposition, your industry should have a desire to be members.
  • 33. Maximizing Member Engagement The Association Challenges Membership is a Balancing Act: 1. Recruiting New Members 2. Serving Current Members to Maximize Revenue Which Side Holds More Weight?
  • 34. Maximizing Member Engagement The Association Challenges Managing a variety of different demographic groups who all have varying expectations and give/receive messaging in dramatically different ways. Continuing and fast paced technology shift in how we communicate and do business with each demographic group.
  • 35. Maximizing Member Engagement Membership = Pay Dues Movement = Believers/Revolution
  • 36. Maximizing Member Engagement Key #3 Doing Things For Your Members What They Can’t Do For Themselves More Effectively?
  • 37. Maximizing Member Engagement Three Type of Association Programs / Services 1. Ones you can get for FREE anywhere 2. Ones you are going to do whether I’m a member or not 3. Ones you can do for members more effectively in time, effort and financial resources
  • 38. Maximizing Member Engagement Your Members Will Tell You What They Want • Survey your members periodically to get their input and buy in • Get members involved in an innovation creative team to help drive your value proposition • Don’t think you know more than your members
  • 39. Maximizing Member Engagement Any Questions So Far?
  • 40. Maximizing Member Engagement Key #4 Show Your Board the RIGHT Metrics to Engage Change
  • 41. Maximizing Member Engagement 5 Key Metrics to Graph Total Membership by Quarter - Shows health in membership
  • 42. Maximizing Member Engagement 5 Key Metrics to Graph Per Member Revenue - Shows health of member engagement in all revenue producing programs. Include dues and meetings in your revenues.
  • 43. Maximizing Member Engagement 5 Key Metrics to Graph Rolling 12 Month Average of Annual Revenues and Expenses - Shows revenue related to expenses to identify quickly when either is heading the wrong direction.
  • 44. Maximizing Member Engagement 5 Key Metrics to Graph Total Assets, Liabilities and Net Worth – Shows overall health of association.
  • 45. Maximizing Member Engagement 5 Key Metrics to Graph Return on Management – Measures for every dollar association is investing in management, how many dollars do they have in net assets at any given time. Want to measure this annually.
  • 46. Maximizing Member Engagement Key Metrics Are Critical • Shows the overall health of the association • Help staff to see where change needs to happen • Motivates the Board to make change
  • 47. Maximizing Member Engagement Question?? Are You Maximizing Your Revenue Per Member?
  • 48. Maximizing Member Engagement Three Bodies of Knowledge in Recruitment 1. Things Your Members Know They Know 2. Things Your Members Know They Don’t Know 3. Things Your Members Don’t Know They Don’t Know
  • 50. Maximizing Member Engagement The Keys • Recruitment is all about Value, Expectations & Marketing • Engagement is all about the right Programs/Services, Communications and Outreach • Retention is all about doing #1 & #2 effectively • If you have a retention problem, you have an even bigger problem with #1 & #2
  • 51. Maximizing Member Engagement Association Challenges Two Fast Paced and Dynamic Shifts • Fastest Shift in Technology in Our History • Largest Swing in Demographic Groups
  • 52. Maximizing Member Engagement Challenge: Different Demographic Groups
  • 53. Maximizing Member Engagement Keys to Engaging Younger Members In Your Association •See the world in ways never thought possible •Experience an amazing journey where they are better off at the end •Fighting for an incredible cause Does Your Association Offer These?
  • 54. Maximizing Member Engagement Key #5 Narrow Your FOCUS
  • 55. Maximizing Member Engagement Key #6 3 Questions to Consistently Ask in Membership • What are we doing that we should be doing differently? • What are we NOT doing that we should be doing? • What are we doing that we should STOP because it’s completed or irrelevant to the membership?
  • 56. Maximizing Member Engagement RECAP: 6 Keys to Maximizing Member Engagement 1. Understand Your Threats to Industry, Members and Association 2. Have an Effective Communication Strategy – Do it All in Print, Electronic, Video and Social 3. Do Things Your Members Can’t Do Themselves Effectively 4. Show the Right Metrics to Motivate Board and Staff to Change 5. Narrow Your Focus
  • 57. Maximizing Member Engagement RECAP: 6 Keys to Maximizing Member Engagement 6. Ask the Three Important Questions Every Year: • What are we doing that we could be doing differently? • What are we NOT doing we should be doing? • What are we doing that we can stop due to its done or irrelevant?
  • 58. New World of Member Engagement https://www.eiseverywhere.com/ehome/50467 Young Association Professionals Dynamic community of passionate association professionals http://yapstar.org Association Universe All the best content for association professionals http://www.associationuniverse.com/ Aggregage Working with associations to create sites like Association Universe http://www.aggregage.com
  • 59. About Infinite Virtual Meeting & Event Services – Audio Conferencing – Web Conferencing – Webinar – Webcasting – Virtual Tradeshows Over 65,000 events delivered since 2001 www.infiniteconferencing.com (888) 203-7900
  • 60. Maximizing Member Engagement Tom Morrison Tony Karrer 904-249-0448 tony.karrer@aggregage.com @tommorrison tom@heattreat.net Questions / Discussion Proudly Sponsored By: