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The ASAE Focus Framework
An Innovative Way to Select & Sunset
Programs, Products, & Services
June 2, 2015
2:45 - 3:45 p.m.
Amy Hissrich, CAE
Mariah Burton Nelson, MPH, CAE
TWITTER: #MMCC15
Who We Are
Who We Are
Co-Designers
(along with others)
ASAE’s
Focus Framework
Who Else We Are
Who Are You?
What do you most want to know?
What We’ve Got Planned
1) Do you need the ASAE Focus Framework?
2) How we developed the Framework
3) Our results so far
4) Workshop: Time for you to apply ASAE Focus
Framework to your association, regardless of staff
size, budget, priorities
5) Answers to Your Questions
Do You Have… (1-5 scale)
1) A clear, consistent, data-driven process for determining
what to create and discontinue?
2) A culture that rewards new ideas?
3) A systematic method to solicit, categorize, and act on
new ideas?
4) Products organized in one database so you can see how
they’re performing & compare to each other?
5) Decision-makers with expertise in pricing, marketing,
business, finance, content, and education?
Can you relate?
“The cost of doing too many…
…small, unproductive projects is not
the financial cost. It’s that you dilute
and distract resources away from
doing big, great things.”
-- David Matheson,
product-portfolio expert
Our Solution: ASAE Focus Framework
A disciplined, strategic
process for deciding
what to create, what
to discontinue, and
how to balance the
whole portfolio.
Three Parts
How Was the ASAE Focus Framework Created?
Corporate Best Practices
Staff/Board input
Pilot Testing
Who’s on ASAE’s Focus Team?
Important Considerations
Results: Idea Generation
Brainstorming with
members at
Leadership Retreat;
post-conference
debriefs
Idea Pipeline Group
Results: Product Review
15 new
products
403 legacy
products
reviewed
Efficiency
Transparency
Culture
change:
Sunsets
before NPD
review
Acceptance of
new system
Results: Portfolio Analysis
Annual report about 508
products, patterns
All products sorted into 14
product lines
Clear financial charts,
summaries
Implications for action
What Is a Product?
Anything we
produce &
distribute,
for a fee or
for free
What Is NOT a Product?
Governance, Finance, IT,
Web, Social Media,
Marketing…
and projects, tasks
ASAE’s Review Criteria
Innovation (not required)
Value (Strategic Fit, Member
Needs, Market Viability, Feasibility)
Financial Net (Projected $)
Red Flags
1) Staff/Members Develop Idea
2) Proposal Goes to Focus Team
3) Focus Team Scores Proposal
Two Options
Cultural Challenges
1) “Who gets to be on the Team?”
2) “Will decisions be fair?”
3) “We’re losing autonomy.”
4) “Hurry up – but all must be included.”
5) “We were already successful.”
6) “Why focus on money?
7) “How can we be truly innovative?”
Your Turn…
1) People
2) Priorities
3) Process
1) People: Build the Team
Who will be on
Focus Team?
Leader?
CEO/Board
support?
Involve others?
2) Priorities: Begin Where?
3) Process: An Efficient Method
How often will you meet?
What review criteria?
Review all products, or just new?
Who has final authority?
So… Start Somewhere
And Start Here 
Onsite at
MMCC
bookstore
Questions? Contact us!
Amy Hissrich
VP, Web Strategies
ASAE
Ahissrich@asaecenter.org
Mariah Burton Nelson
VP, Innovation & Planning
ASAE
Mnelson@asaecenter.org

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The ASAE Focus Framework: An Innovative Way to Select & Sunset Programs, Products, & Services

  • 1. The ASAE Focus Framework An Innovative Way to Select & Sunset Programs, Products, & Services June 2, 2015 2:45 - 3:45 p.m. Amy Hissrich, CAE Mariah Burton Nelson, MPH, CAE TWITTER: #MMCC15
  • 5. Who Are You? What do you most want to know?
  • 6. What We’ve Got Planned 1) Do you need the ASAE Focus Framework? 2) How we developed the Framework 3) Our results so far 4) Workshop: Time for you to apply ASAE Focus Framework to your association, regardless of staff size, budget, priorities 5) Answers to Your Questions
  • 7. Do You Have… (1-5 scale) 1) A clear, consistent, data-driven process for determining what to create and discontinue? 2) A culture that rewards new ideas? 3) A systematic method to solicit, categorize, and act on new ideas? 4) Products organized in one database so you can see how they’re performing & compare to each other? 5) Decision-makers with expertise in pricing, marketing, business, finance, content, and education?
  • 9. “The cost of doing too many… …small, unproductive projects is not the financial cost. It’s that you dilute and distract resources away from doing big, great things.” -- David Matheson, product-portfolio expert
  • 10. Our Solution: ASAE Focus Framework A disciplined, strategic process for deciding what to create, what to discontinue, and how to balance the whole portfolio.
  • 12. How Was the ASAE Focus Framework Created? Corporate Best Practices Staff/Board input Pilot Testing
  • 13. Who’s on ASAE’s Focus Team?
  • 15. Results: Idea Generation Brainstorming with members at Leadership Retreat; post-conference debriefs Idea Pipeline Group
  • 16. Results: Product Review 15 new products 403 legacy products reviewed Efficiency Transparency Culture change: Sunsets before NPD review Acceptance of new system
  • 17. Results: Portfolio Analysis Annual report about 508 products, patterns All products sorted into 14 product lines Clear financial charts, summaries Implications for action
  • 18. What Is a Product? Anything we produce & distribute, for a fee or for free
  • 19. What Is NOT a Product? Governance, Finance, IT, Web, Social Media, Marketing… and projects, tasks
  • 20. ASAE’s Review Criteria Innovation (not required) Value (Strategic Fit, Member Needs, Market Viability, Feasibility) Financial Net (Projected $) Red Flags
  • 22. 2) Proposal Goes to Focus Team
  • 23. 3) Focus Team Scores Proposal
  • 25. Cultural Challenges 1) “Who gets to be on the Team?” 2) “Will decisions be fair?” 3) “We’re losing autonomy.” 4) “Hurry up – but all must be included.” 5) “We were already successful.” 6) “Why focus on money? 7) “How can we be truly innovative?”
  • 26. Your Turn… 1) People 2) Priorities 3) Process
  • 27. 1) People: Build the Team Who will be on Focus Team? Leader? CEO/Board support? Involve others?
  • 29. 3) Process: An Efficient Method How often will you meet? What review criteria? Review all products, or just new? Who has final authority?
  • 31. And Start Here  Onsite at MMCC bookstore
  • 32. Questions? Contact us! Amy Hissrich VP, Web Strategies ASAE Ahissrich@asaecenter.org Mariah Burton Nelson VP, Innovation & Planning ASAE Mnelson@asaecenter.org

Editor's Notes

  1. My name is Mariah Burton Nelson… and this is Amy Hissrich… and we’re here to tell you about ASAE’s new decision-making process – and give you a chance to think through how these principles might work for you, in your association. Very few non-profits have a disciplined system to help them make good decisions about programs products, and services. ASAE studied corporate best practices, created our own model, pilot-tested it, launched it, revised it, and will explain in this session how any association can scale the ASAE Focus Framework to suit their needs, priorities, and budget. But first, let us introduce ourselves.
  2. AMY
  3. Innovating in plain sight… Asked questions… Now: Workbook to explain our process. Workbook itself a new product, NPD review Beta-tested, storyboards. Structure: ASAE’s Practice Considerations Your Plan
  4. Reverse Q and A
  5. This is your friendly neighborhood association exec, the director of marketing department, trying to effectively communicate everything her association has to offer.
  6. People with expertise in web, innovation, research, learning, IT, finance, marketing, membership, and more.
  7. CEO support is essential, as is board support. We also deliberately asked all of our staff for input. [Listening Tour story] You can see here what’s important to them. Involvement, simplicity, clarity, transparency. After they told us these things, we went back to them and said, Here’s the new framework, and here’s how it complies with your requests.
  8. AMY
  9. AMY
  10. AMY
  11. AMY
  12. AMY
  13. AMY
  14. AMY