SlideShare une entreprise Scribd logo
1  sur  34
Greg Melia, CAE
Chief Member and Volunteer Relations Officer
ASAE: The Center for Association Leadership
@gmeliacae
The 7 Measures Project
• 2002: Multi-year research effort initiated
• 2006: 7 Measures book published
• 2012: Revised & updated edition published
Are the 7 Measures relevant today?
1. Based in key practices of remarkable associations over
past 20 years
2. Updated edition revisits the remarkable associations to
check relevancy
3. Updated edition includes how other associations have
used the 7 Measures as a strategy guide
Another Sign of Relevance
“It seems to me that this era is
marked by something having to
do with connectivity and
networks and the ability to
operate and lead within them.
Part of my thinking grows out of
some work I participated in with
the American Society of
Association Executives.”
─Jim Collins
Inc. magazine
June 2012
Knowledge
Photo credit: Dunbar gardens on Flickr
Wisdom
Photo credit: Carol Browne on Flickr
The Inspiration
• Matched-Pair Methodology
Applied by Collins and Porras
• Compare two companies
• Created in same era
• Facing same market challenges and
opportunities
• Same demographics
• Same technology shifts
• Same socioeconomic experience
What is
7 Measures of Success?
• Empirical research on what makes
an association truly remarkable
• Characteristics displayed by
exemplary associations
• A framework for instilling
organizational excellence
• Surveyed 1,000 assn CEOs & senior staff
• What associations do you consider to:
 Be visionary
 Set benchmarks for all associations
 Have persisted against difficult circumstances
 Consistently delivered on mission
 Have active and engaged members/donors
• 104 associations identified
How did we do it?
What Next?
• Reviewed 15 years of data from 51 of the
104 identified associations
• Needed to:
Have been in operation minimum of 20 years
Finished more years in black than red
Exhibited the ability to retain
 Members
 Donors
 Market share
• More than 1 CEO during the study period
• Have an appropriate “twin” in the group
And then …
•Two task force members per matched pair
prepared detailed dossiers:
• Reviewed documentary evidence
• Conducted onsite visits & interviews
• More surveys and data collection
• 11 Areas of Comparison including:
• Vision, core values, mission, purpose, goals
• Organizational structure, policies, systems
• Business strategy
• Staff & elected leadership
• Community and culture
 AARP
 American College of Cardiology
 American Dental Association
 Associated General Contractors of America
 Girl Scouts of the USA
 National Associations of Counties
 Ohio Society of CPAs
 Radiological Society of North America
 Society for Human Resource Management
9 organizations identified as remarkable
2012 Update
• Reconnected with the “remarkable
organizations” through in-depth interviews
• Drew new insights from hundreds to 7
Measures workshops, articles, and
conversations based on the first edition
• Documented the path of three
associations which have decided to
incorporate the 7 Measures into their
culture and organizations
Purposeful People
engaged in
Disciplined Thought
taking
Disciplined Action
PurposePurpose
AnalysisAnalysis
andand
FeedbackFeedback
ActionAction
RemarkableRemarkable
Lessons from Remarkable Organizations
RemarkableRemarkable
1. A Customer
Service Culture
2. Alignment of
Products and
Services With
Mission
6. Organizational
Adaptability
7. Alliance Building
3. Data-Driven
Strategies
4. Dialogue and
Engagement
5. CEO as a
Broker of
Ideas
Commitment
to Action
Commitment to Purpose
Commitment
to Analysis
and
Feedback
Commitment to Purpose
A Customer Service Culture
•“We’re here to
serve you”
•Customer-
focused
organizational
structure and
processes
•An association
of members,
for members,
by members
• Actively seek ways to develop a
customer service culture and
structure
• Build brands that exceed customer
needs
• Know that everyone is a customer
• Never stop refining and enhancing
the value they provide
Commitment to Purpose
Alignment of Products & Services With Mission
• Driven by
mission not
money
•Products,
services,
activities
developed to
address
those needs
• Everyone
knew the
mission
• Knew not only whom they served but
what their mission was
• All offerings are consistent with the
organization’s mission
• Mission remains the central guidepost,
no matter the external environment.
Commitment to Analysis and Feedback
Data-Driven Strategies
• Data, Data, Data
•Capacity and
culture to gather,
share, analyze
information
•Willingness to act
based on what
they hear
• Have an expertise in gathering –
and sharing – information.
• Willing to ask: “What do we know,
and what are we going to do about
it?”
• Has effective processes for taking
action based on the data.
Commitment to Analysis and Feedback
Dialogue and Engagement
•Continuous
conversation on
direction and
priorities
•Staff and
Volunteers both
involved
•No “silos”
• Staff and volunteers
continuously discuss the
organization’s direction and
priorities
• Cross-functional teams
• A close-knit culture grows from
this constant communication
What does volunteer
involvement look like in
associations?
20
Typical Levels of Involvement
None
69.9%
21
Typical Levels of Involvement
Ad hoc 15.5%
None
69.9%
22
Typical Levels of Involvement
Committee 7.8%
Ad hoc 15.5%
None
69.9%
23
Typical Levels of Involvement
Governance 6.8%
Committee 7.8%
Ad hoc 15.5%
None
69.9%
Value of Engagement
40%
32%
29%
47%
34%
20%
61%
27%
12%
66%
22%
13%
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
No Volunteer
Role
Ad hoc Committee Board
Detractor
Passive
Promoter
SenseofCommunity
ValueofMembership
Essential
Unknown
ValuetoAssociation
Retention
Levels of Engagement
How do we get
these folks
more engaged?
Commitment to Analysis and Feedback
CEO as a Broker of Ideas
•Facilitates
visionary
thinking
throughout the
organization
•“The Great Go-
Between” not
necessarily
“The Great
Idea Person”
• The CEO facilitates visionary
thinking throughout the
organization.
• Supports a strong staff/volunteer
partnership.
• Continuous communication will
not happen without someone to
foster the conversation
Leading without direct power
“Instead of managing a company, you're
managing an ecosystem that is
networked and connected over the
world.”
─ Jim Collins
“Associations are, by their nature, networks. They're fluid.
But an association has to have some sort of unity and
cohesion. So how do you create a great association when it's
inherently not self-contained?”
Commitment to Action
Organizational Adaptability
•Learn from and
respond to
change
•Know what not
to change
•The will to act
•Purposeful
Abandonment
•Remarkable organizations think
strategically and act strategically
•They face problems and crises, but
they act and learn from these events
•Although willing to change, they
also know what not to change.
•The difference is flexibility, action,
and learning
Commitment to Action
Alliance Building
•Secure and
confident enough
to seek partners
and projects that
complement their
mission and
purpose
•Partnering for the
right purpose
•Systematic, intentional, and
mission driven approach to
alliances and partnerships
•Communicate clear
expectations for partnership
opportunities
•Not driven by money or afraid
to walk away
• Associated Builders and Contractors
• Staff & volunteer book discussions
• Online survey: where can we easily make
progress?
• Two all-day brainstorming sessions
• Actions:
• Rewrote ABC’s mission statement
• Added COO position
• Redesigned database
Putting the 7 Measures to Work
• Intl Assn of Administrative Professionals
• Drafted five new mission statements and
polled members to select one
• “Mission Tested” all programs, products
and services to new statement
• Incorporated 7 Measures into strategic
planning
• Heavily rely on data to make difficult
decisions
• Restructured to free CEO to be a better
broker of ideas
Putting the 7 Measures to Work
• Amer Acdy of Hospice & Palliative Medicine
• Focused on transitioning from an
operational board to a leadership board
• Incorporated 7 Measures terminology
• Always gather data, engage dialogue before
decision-making deliberations
• Dedicated staff retreat on customer service,
reinforced by coffee mugs
• Monthly member feedback
• Dedicated time to external outreach and
alliance-building
Putting the 7 Measures to Work
• Conversations during the conference
• Worksheet in conference materials
• www.asaecenter.org/7measures
In closing
“7 Measures ..
gave us a way to think about the
right questions to ask”
Kirk Pickerel, CAE
Retired President & CEO
Associated Builders & Contractors
Thank you!
Greg Melia, CAE
Chief Member and Volunteer
Relations Officer
ASAE: The Center for
Association Leadership
gmelia@asaecenter.org
@gmeliacae

Contenu connexe

Similaire à 7 Measures Relevance for Associations

ADRP | Measurement of Success
ADRP | Measurement of SuccessADRP | Measurement of Success
ADRP | Measurement of SuccessHeurista, Co.
 
TNB Roundtable slide deck by Mary-Kim Arnold of Rhode Island Foundation
TNB Roundtable slide deck by Mary-Kim Arnold of Rhode Island FoundationTNB Roundtable slide deck by Mary-Kim Arnold of Rhode Island Foundation
TNB Roundtable slide deck by Mary-Kim Arnold of Rhode Island FoundationD.E. Finn
 
New Frameworks for Measuring Capacity and Assessing Performance
New Frameworks for Measuring Capacity and Assessing PerformanceNew Frameworks for Measuring Capacity and Assessing Performance
New Frameworks for Measuring Capacity and Assessing PerformanceTCC Group
 
sociology-for-mineral-exploration-1.pptx
sociology-for-mineral-exploration-1.pptxsociology-for-mineral-exploration-1.pptx
sociology-for-mineral-exploration-1.pptxLeonardoOctavioOlart
 
Racial justice and the climate movement
Racial justice and the climate movementRacial justice and the climate movement
Racial justice and the climate movementEPIPNational
 
5 aces stakeholder management presentation v6
5 aces   stakeholder management presentation v65 aces   stakeholder management presentation v6
5 aces stakeholder management presentation v6tycshih
 
ROI of D&I - Presentation for CIRG 2013 Symposium
ROI of D&I - Presentation for CIRG 2013 SymposiumROI of D&I - Presentation for CIRG 2013 Symposium
ROI of D&I - Presentation for CIRG 2013 SymposiumCathy Gallagher-Louisy
 
Measuring the Impact of Your Nonprofit
Measuring the Impact of Your NonprofitMeasuring the Impact of Your Nonprofit
Measuring the Impact of Your NonprofitNetSquared Vancouver
 
Group dynamics and Team work
Group dynamics and Team workGroup dynamics and Team work
Group dynamics and Team workpriyanca3
 
Week3 rainey chapter_6
Week3 rainey chapter_6Week3 rainey chapter_6
Week3 rainey chapter_6mmzzmartinez
 
Tools for Measuring Place-Based Systems Change
Tools for Measuring Place-Based Systems ChangeTools for Measuring Place-Based Systems Change
Tools for Measuring Place-Based Systems ChangeJustin Piff
 
Measuring the Impact of Your Nonprofit
Measuring the Impact of Your NonprofitMeasuring the Impact of Your Nonprofit
Measuring the Impact of Your NonprofitNetSquared Vancouver
 
Successfully transitioning your organization to a network mindset complete (1)
Successfully transitioning your organization to a network mindset complete (1)Successfully transitioning your organization to a network mindset complete (1)
Successfully transitioning your organization to a network mindset complete (1)Leadership Learning Community
 
CSR Impact Measurement & Management
CSR Impact Measurement & ManagementCSR Impact Measurement & Management
CSR Impact Measurement & ManagementWayne Dunn
 
UC Berkeley Leadership for Educational Equity Program (LEEP)
UC Berkeley Leadership for Educational Equity Program (LEEP)UC Berkeley Leadership for Educational Equity Program (LEEP)
UC Berkeley Leadership for Educational Equity Program (LEEP)CPEDInitiative
 
The Power of ABCD and Results-Based Accountability for Greater Impact and Res...
The Power of ABCD and Results-Based Accountability for Greater Impact and Res...The Power of ABCD and Results-Based Accountability for Greater Impact and Res...
The Power of ABCD and Results-Based Accountability for Greater Impact and Res...Clear Impact
 
Relational DAC Practices Project
Relational DAC Practices ProjectRelational DAC Practices Project
Relational DAC Practices ProjectCharles Palus
 
Social Analysis and Action - CARE
Social Analysis and Action - CARESocial Analysis and Action - CARE
Social Analysis and Action - CARECORE Group
 
Targeted Capacity Building - CCAT Webinar
Targeted Capacity Building - CCAT WebinarTargeted Capacity Building - CCAT Webinar
Targeted Capacity Building - CCAT WebinarTCC Group
 

Similaire à 7 Measures Relevance for Associations (20)

ADRP | Measurement of Success
ADRP | Measurement of SuccessADRP | Measurement of Success
ADRP | Measurement of Success
 
TNB Roundtable slide deck by Mary-Kim Arnold of Rhode Island Foundation
TNB Roundtable slide deck by Mary-Kim Arnold of Rhode Island FoundationTNB Roundtable slide deck by Mary-Kim Arnold of Rhode Island Foundation
TNB Roundtable slide deck by Mary-Kim Arnold of Rhode Island Foundation
 
New Frameworks for Measuring Capacity and Assessing Performance
New Frameworks for Measuring Capacity and Assessing PerformanceNew Frameworks for Measuring Capacity and Assessing Performance
New Frameworks for Measuring Capacity and Assessing Performance
 
sociology-for-mineral-exploration-1.pptx
sociology-for-mineral-exploration-1.pptxsociology-for-mineral-exploration-1.pptx
sociology-for-mineral-exploration-1.pptx
 
Racial justice and the climate movement
Racial justice and the climate movementRacial justice and the climate movement
Racial justice and the climate movement
 
5 aces stakeholder management presentation v6
5 aces   stakeholder management presentation v65 aces   stakeholder management presentation v6
5 aces stakeholder management presentation v6
 
ROI of D&I - Presentation for CIRG 2013 Symposium
ROI of D&I - Presentation for CIRG 2013 SymposiumROI of D&I - Presentation for CIRG 2013 Symposium
ROI of D&I - Presentation for CIRG 2013 Symposium
 
Measuring the Impact of Your Nonprofit
Measuring the Impact of Your NonprofitMeasuring the Impact of Your Nonprofit
Measuring the Impact of Your Nonprofit
 
Group dynamics and Team work
Group dynamics and Team workGroup dynamics and Team work
Group dynamics and Team work
 
Week3 rainey chapter_6
Week3 rainey chapter_6Week3 rainey chapter_6
Week3 rainey chapter_6
 
Tools for Measuring Place-Based Systems Change
Tools for Measuring Place-Based Systems ChangeTools for Measuring Place-Based Systems Change
Tools for Measuring Place-Based Systems Change
 
Measuring the Impact of Your Nonprofit
Measuring the Impact of Your NonprofitMeasuring the Impact of Your Nonprofit
Measuring the Impact of Your Nonprofit
 
Successfully transitioning your organization to a network mindset complete (1)
Successfully transitioning your organization to a network mindset complete (1)Successfully transitioning your organization to a network mindset complete (1)
Successfully transitioning your organization to a network mindset complete (1)
 
CSR Impact Measurement & Management
CSR Impact Measurement & ManagementCSR Impact Measurement & Management
CSR Impact Measurement & Management
 
UC Berkeley Leadership for Educational Equity Program (LEEP)
UC Berkeley Leadership for Educational Equity Program (LEEP)UC Berkeley Leadership for Educational Equity Program (LEEP)
UC Berkeley Leadership for Educational Equity Program (LEEP)
 
The Power of ABCD and Results-Based Accountability for Greater Impact and Res...
The Power of ABCD and Results-Based Accountability for Greater Impact and Res...The Power of ABCD and Results-Based Accountability for Greater Impact and Res...
The Power of ABCD and Results-Based Accountability for Greater Impact and Res...
 
Relational DAC Practices Project
Relational DAC Practices ProjectRelational DAC Practices Project
Relational DAC Practices Project
 
6224608.ppt
6224608.ppt6224608.ppt
6224608.ppt
 
Social Analysis and Action - CARE
Social Analysis and Action - CARESocial Analysis and Action - CARE
Social Analysis and Action - CARE
 
Targeted Capacity Building - CCAT Webinar
Targeted Capacity Building - CCAT WebinarTargeted Capacity Building - CCAT Webinar
Targeted Capacity Building - CCAT Webinar
 

Plus de Greg Melia, CAE

Fix it or flee it CalSAE 2016
Fix it or flee it CalSAE 2016Fix it or flee it CalSAE 2016
Fix it or flee it CalSAE 2016Greg Melia, CAE
 
Innovation and new model thinking for membership cal sae 2016
Innovation and new model thinking for membership cal sae 2016Innovation and new model thinking for membership cal sae 2016
Innovation and new model thinking for membership cal sae 2016Greg Melia, CAE
 
How membership in associations will look different in 2026
How membership in associations will look different in 2026How membership in associations will look different in 2026
How membership in associations will look different in 2026Greg Melia, CAE
 
Emerging Hybrid Models: World Chambers Congress
Emerging Hybrid Models: World Chambers CongressEmerging Hybrid Models: World Chambers Congress
Emerging Hybrid Models: World Chambers CongressGreg Melia, CAE
 
Ten lessons for membership commitment
Ten lessons for membership commitmentTen lessons for membership commitment
Ten lessons for membership commitmentGreg Melia, CAE
 
Preparing Your Association for the Future
Preparing Your Association for the FuturePreparing Your Association for the Future
Preparing Your Association for the FutureGreg Melia, CAE
 
Emerging Hybrid Membership Models
Emerging Hybrid Membership ModelsEmerging Hybrid Membership Models
Emerging Hybrid Membership ModelsGreg Melia, CAE
 
Trends shaping associations today and tomorrow
Trends shaping associations today and tomorrowTrends shaping associations today and tomorrow
Trends shaping associations today and tomorrowGreg Melia, CAE
 
Whose session is it anyway?
Whose session is it anyway?Whose session is it anyway?
Whose session is it anyway?Greg Melia, CAE
 
Fix it or flee it: Proven approaches for dealing with failing, flagging and f...
Fix it or flee it: Proven approaches for dealing with failing, flagging and f...Fix it or flee it: Proven approaches for dealing with failing, flagging and f...
Fix it or flee it: Proven approaches for dealing with failing, flagging and f...Greg Melia, CAE
 
Member Engagement and Growth
Member Engagement and GrowthMember Engagement and Growth
Member Engagement and GrowthGreg Melia, CAE
 
Creative problem solving for associations
Creative problem solving for associationsCreative problem solving for associations
Creative problem solving for associationsGreg Melia, CAE
 

Plus de Greg Melia, CAE (16)

Fix it or flee it CalSAE 2016
Fix it or flee it CalSAE 2016Fix it or flee it CalSAE 2016
Fix it or flee it CalSAE 2016
 
Innovation and new model thinking for membership cal sae 2016
Innovation and new model thinking for membership cal sae 2016Innovation and new model thinking for membership cal sae 2016
Innovation and new model thinking for membership cal sae 2016
 
How membership in associations will look different in 2026
How membership in associations will look different in 2026How membership in associations will look different in 2026
How membership in associations will look different in 2026
 
Emerging Hybrid Models: World Chambers Congress
Emerging Hybrid Models: World Chambers CongressEmerging Hybrid Models: World Chambers Congress
Emerging Hybrid Models: World Chambers Congress
 
Ten lessons for membership commitment
Ten lessons for membership commitmentTen lessons for membership commitment
Ten lessons for membership commitment
 
Preparing Your Association for the Future
Preparing Your Association for the FuturePreparing Your Association for the Future
Preparing Your Association for the Future
 
Emerging Hybrid Membership Models
Emerging Hybrid Membership ModelsEmerging Hybrid Membership Models
Emerging Hybrid Membership Models
 
Membership engagement
Membership engagementMembership engagement
Membership engagement
 
Trends shaping associations today and tomorrow
Trends shaping associations today and tomorrowTrends shaping associations today and tomorrow
Trends shaping associations today and tomorrow
 
Fix it or flee it
Fix it or flee it Fix it or flee it
Fix it or flee it
 
Whose session is it anyway?
Whose session is it anyway?Whose session is it anyway?
Whose session is it anyway?
 
Fix it or flee it: Proven approaches for dealing with failing, flagging and f...
Fix it or flee it: Proven approaches for dealing with failing, flagging and f...Fix it or flee it: Proven approaches for dealing with failing, flagging and f...
Fix it or flee it: Proven approaches for dealing with failing, flagging and f...
 
What 50,000 members say
What 50,000 members sayWhat 50,000 members say
What 50,000 members say
 
Member Engagement and Growth
Member Engagement and GrowthMember Engagement and Growth
Member Engagement and Growth
 
Keep calm and carry on
Keep calm and carry onKeep calm and carry on
Keep calm and carry on
 
Creative problem solving for associations
Creative problem solving for associationsCreative problem solving for associations
Creative problem solving for associations
 

Dernier

It will be International Nurses' Day on 12 May
It will be International Nurses' Day on 12 MayIt will be International Nurses' Day on 12 May
It will be International Nurses' Day on 12 MayNZSG
 
Understanding the Pakistan Budgeting Process: Basics and Key Insights
Understanding the Pakistan Budgeting Process: Basics and Key InsightsUnderstanding the Pakistan Budgeting Process: Basics and Key Insights
Understanding the Pakistan Budgeting Process: Basics and Key Insightsseri bangash
 
The Coffee Bean & Tea Leaf(CBTL), Business strategy case study
The Coffee Bean & Tea Leaf(CBTL), Business strategy case studyThe Coffee Bean & Tea Leaf(CBTL), Business strategy case study
The Coffee Bean & Tea Leaf(CBTL), Business strategy case studyEthan lee
 
Mondelez State of Snacking and Future Trends 2023
Mondelez State of Snacking and Future Trends 2023Mondelez State of Snacking and Future Trends 2023
Mondelez State of Snacking and Future Trends 2023Neil Kimberley
 
MONA 98765-12871 CALL GIRLS IN LUDHIANA LUDHIANA CALL GIRL
MONA 98765-12871 CALL GIRLS IN LUDHIANA LUDHIANA CALL GIRLMONA 98765-12871 CALL GIRLS IN LUDHIANA LUDHIANA CALL GIRL
MONA 98765-12871 CALL GIRLS IN LUDHIANA LUDHIANA CALL GIRLSeo
 
Insurers' journeys to build a mastery in the IoT usage
Insurers' journeys to build a mastery in the IoT usageInsurers' journeys to build a mastery in the IoT usage
Insurers' journeys to build a mastery in the IoT usageMatteo Carbone
 
Famous Olympic Siblings from the 21st Century
Famous Olympic Siblings from the 21st CenturyFamous Olympic Siblings from the 21st Century
Famous Olympic Siblings from the 21st Centuryrwgiffor
 
Call Girls Jp Nagar Just Call 👗 7737669865 👗 Top Class Call Girl Service Bang...
Call Girls Jp Nagar Just Call 👗 7737669865 👗 Top Class Call Girl Service Bang...Call Girls Jp Nagar Just Call 👗 7737669865 👗 Top Class Call Girl Service Bang...
Call Girls Jp Nagar Just Call 👗 7737669865 👗 Top Class Call Girl Service Bang...amitlee9823
 
Best Basmati Rice Manufacturers in India
Best Basmati Rice Manufacturers in IndiaBest Basmati Rice Manufacturers in India
Best Basmati Rice Manufacturers in IndiaShree Krishna Exports
 
Yaroslav Rozhankivskyy: Три складові і три передумови максимальної продуктивн...
Yaroslav Rozhankivskyy: Три складові і три передумови максимальної продуктивн...Yaroslav Rozhankivskyy: Три складові і три передумови максимальної продуктивн...
Yaroslav Rozhankivskyy: Три складові і три передумови максимальної продуктивн...Lviv Startup Club
 
0183760ssssssssssssssssssssssssssss00101011 (27).pdf
0183760ssssssssssssssssssssssssssss00101011 (27).pdf0183760ssssssssssssssssssssssssssss00101011 (27).pdf
0183760ssssssssssssssssssssssssssss00101011 (27).pdfRenandantas16
 
Call Girls in Delhi, Escort Service Available 24x7 in Delhi 959961-/-3876
Call Girls in Delhi, Escort Service Available 24x7 in Delhi 959961-/-3876Call Girls in Delhi, Escort Service Available 24x7 in Delhi 959961-/-3876
Call Girls in Delhi, Escort Service Available 24x7 in Delhi 959961-/-3876dlhescort
 
Value Proposition canvas- Customer needs and pains
Value Proposition canvas- Customer needs and painsValue Proposition canvas- Customer needs and pains
Value Proposition canvas- Customer needs and painsP&CO
 
Ensure the security of your HCL environment by applying the Zero Trust princi...
Ensure the security of your HCL environment by applying the Zero Trust princi...Ensure the security of your HCL environment by applying the Zero Trust princi...
Ensure the security of your HCL environment by applying the Zero Trust princi...Roland Driesen
 
The Path to Product Excellence: Avoiding Common Pitfalls and Enhancing Commun...
The Path to Product Excellence: Avoiding Common Pitfalls and Enhancing Commun...The Path to Product Excellence: Avoiding Common Pitfalls and Enhancing Commun...
The Path to Product Excellence: Avoiding Common Pitfalls and Enhancing Commun...Aggregage
 
7.pdf This presentation captures many uses and the significance of the number...
7.pdf This presentation captures many uses and the significance of the number...7.pdf This presentation captures many uses and the significance of the number...
7.pdf This presentation captures many uses and the significance of the number...Paul Menig
 
Call Girls In Panjim North Goa 9971646499 Genuine Service
Call Girls In Panjim North Goa 9971646499 Genuine ServiceCall Girls In Panjim North Goa 9971646499 Genuine Service
Call Girls In Panjim North Goa 9971646499 Genuine Serviceritikaroy0888
 
9599632723 Top Call Girls in Delhi at your Door Step Available 24x7 Delhi
9599632723 Top Call Girls in Delhi at your Door Step Available 24x7 Delhi9599632723 Top Call Girls in Delhi at your Door Step Available 24x7 Delhi
9599632723 Top Call Girls in Delhi at your Door Step Available 24x7 DelhiCall Girls in Delhi
 

Dernier (20)

It will be International Nurses' Day on 12 May
It will be International Nurses' Day on 12 MayIt will be International Nurses' Day on 12 May
It will be International Nurses' Day on 12 May
 
Understanding the Pakistan Budgeting Process: Basics and Key Insights
Understanding the Pakistan Budgeting Process: Basics and Key InsightsUnderstanding the Pakistan Budgeting Process: Basics and Key Insights
Understanding the Pakistan Budgeting Process: Basics and Key Insights
 
The Coffee Bean & Tea Leaf(CBTL), Business strategy case study
The Coffee Bean & Tea Leaf(CBTL), Business strategy case studyThe Coffee Bean & Tea Leaf(CBTL), Business strategy case study
The Coffee Bean & Tea Leaf(CBTL), Business strategy case study
 
Mondelez State of Snacking and Future Trends 2023
Mondelez State of Snacking and Future Trends 2023Mondelez State of Snacking and Future Trends 2023
Mondelez State of Snacking and Future Trends 2023
 
MONA 98765-12871 CALL GIRLS IN LUDHIANA LUDHIANA CALL GIRL
MONA 98765-12871 CALL GIRLS IN LUDHIANA LUDHIANA CALL GIRLMONA 98765-12871 CALL GIRLS IN LUDHIANA LUDHIANA CALL GIRL
MONA 98765-12871 CALL GIRLS IN LUDHIANA LUDHIANA CALL GIRL
 
Forklift Operations: Safety through Cartoons
Forklift Operations: Safety through CartoonsForklift Operations: Safety through Cartoons
Forklift Operations: Safety through Cartoons
 
Insurers' journeys to build a mastery in the IoT usage
Insurers' journeys to build a mastery in the IoT usageInsurers' journeys to build a mastery in the IoT usage
Insurers' journeys to build a mastery in the IoT usage
 
Famous Olympic Siblings from the 21st Century
Famous Olympic Siblings from the 21st CenturyFamous Olympic Siblings from the 21st Century
Famous Olympic Siblings from the 21st Century
 
Call Girls Jp Nagar Just Call 👗 7737669865 👗 Top Class Call Girl Service Bang...
Call Girls Jp Nagar Just Call 👗 7737669865 👗 Top Class Call Girl Service Bang...Call Girls Jp Nagar Just Call 👗 7737669865 👗 Top Class Call Girl Service Bang...
Call Girls Jp Nagar Just Call 👗 7737669865 👗 Top Class Call Girl Service Bang...
 
Best Basmati Rice Manufacturers in India
Best Basmati Rice Manufacturers in IndiaBest Basmati Rice Manufacturers in India
Best Basmati Rice Manufacturers in India
 
Yaroslav Rozhankivskyy: Три складові і три передумови максимальної продуктивн...
Yaroslav Rozhankivskyy: Три складові і три передумови максимальної продуктивн...Yaroslav Rozhankivskyy: Три складові і три передумови максимальної продуктивн...
Yaroslav Rozhankivskyy: Три складові і три передумови максимальної продуктивн...
 
0183760ssssssssssssssssssssssssssss00101011 (27).pdf
0183760ssssssssssssssssssssssssssss00101011 (27).pdf0183760ssssssssssssssssssssssssssss00101011 (27).pdf
0183760ssssssssssssssssssssssssssss00101011 (27).pdf
 
Call Girls in Delhi, Escort Service Available 24x7 in Delhi 959961-/-3876
Call Girls in Delhi, Escort Service Available 24x7 in Delhi 959961-/-3876Call Girls in Delhi, Escort Service Available 24x7 in Delhi 959961-/-3876
Call Girls in Delhi, Escort Service Available 24x7 in Delhi 959961-/-3876
 
Value Proposition canvas- Customer needs and pains
Value Proposition canvas- Customer needs and painsValue Proposition canvas- Customer needs and pains
Value Proposition canvas- Customer needs and pains
 
unwanted pregnancy Kit [+918133066128] Abortion Pills IN Dubai UAE Abudhabi
unwanted pregnancy Kit [+918133066128] Abortion Pills IN Dubai UAE Abudhabiunwanted pregnancy Kit [+918133066128] Abortion Pills IN Dubai UAE Abudhabi
unwanted pregnancy Kit [+918133066128] Abortion Pills IN Dubai UAE Abudhabi
 
Ensure the security of your HCL environment by applying the Zero Trust princi...
Ensure the security of your HCL environment by applying the Zero Trust princi...Ensure the security of your HCL environment by applying the Zero Trust princi...
Ensure the security of your HCL environment by applying the Zero Trust princi...
 
The Path to Product Excellence: Avoiding Common Pitfalls and Enhancing Commun...
The Path to Product Excellence: Avoiding Common Pitfalls and Enhancing Commun...The Path to Product Excellence: Avoiding Common Pitfalls and Enhancing Commun...
The Path to Product Excellence: Avoiding Common Pitfalls and Enhancing Commun...
 
7.pdf This presentation captures many uses and the significance of the number...
7.pdf This presentation captures many uses and the significance of the number...7.pdf This presentation captures many uses and the significance of the number...
7.pdf This presentation captures many uses and the significance of the number...
 
Call Girls In Panjim North Goa 9971646499 Genuine Service
Call Girls In Panjim North Goa 9971646499 Genuine ServiceCall Girls In Panjim North Goa 9971646499 Genuine Service
Call Girls In Panjim North Goa 9971646499 Genuine Service
 
9599632723 Top Call Girls in Delhi at your Door Step Available 24x7 Delhi
9599632723 Top Call Girls in Delhi at your Door Step Available 24x7 Delhi9599632723 Top Call Girls in Delhi at your Door Step Available 24x7 Delhi
9599632723 Top Call Girls in Delhi at your Door Step Available 24x7 Delhi
 

7 Measures Relevance for Associations

  • 1. Greg Melia, CAE Chief Member and Volunteer Relations Officer ASAE: The Center for Association Leadership @gmeliacae
  • 2. The 7 Measures Project • 2002: Multi-year research effort initiated • 2006: 7 Measures book published • 2012: Revised & updated edition published Are the 7 Measures relevant today? 1. Based in key practices of remarkable associations over past 20 years 2. Updated edition revisits the remarkable associations to check relevancy 3. Updated edition includes how other associations have used the 7 Measures as a strategy guide
  • 3. Another Sign of Relevance “It seems to me that this era is marked by something having to do with connectivity and networks and the ability to operate and lead within them. Part of my thinking grows out of some work I participated in with the American Society of Association Executives.” ─Jim Collins Inc. magazine June 2012
  • 4. Knowledge Photo credit: Dunbar gardens on Flickr
  • 5. Wisdom Photo credit: Carol Browne on Flickr
  • 6. The Inspiration • Matched-Pair Methodology Applied by Collins and Porras • Compare two companies • Created in same era • Facing same market challenges and opportunities • Same demographics • Same technology shifts • Same socioeconomic experience
  • 7. What is 7 Measures of Success? • Empirical research on what makes an association truly remarkable • Characteristics displayed by exemplary associations • A framework for instilling organizational excellence
  • 8. • Surveyed 1,000 assn CEOs & senior staff • What associations do you consider to:  Be visionary  Set benchmarks for all associations  Have persisted against difficult circumstances  Consistently delivered on mission  Have active and engaged members/donors • 104 associations identified How did we do it?
  • 9. What Next? • Reviewed 15 years of data from 51 of the 104 identified associations • Needed to: Have been in operation minimum of 20 years Finished more years in black than red Exhibited the ability to retain  Members  Donors  Market share • More than 1 CEO during the study period • Have an appropriate “twin” in the group
  • 10. And then … •Two task force members per matched pair prepared detailed dossiers: • Reviewed documentary evidence • Conducted onsite visits & interviews • More surveys and data collection • 11 Areas of Comparison including: • Vision, core values, mission, purpose, goals • Organizational structure, policies, systems • Business strategy • Staff & elected leadership • Community and culture
  • 11.  AARP  American College of Cardiology  American Dental Association  Associated General Contractors of America  Girl Scouts of the USA  National Associations of Counties  Ohio Society of CPAs  Radiological Society of North America  Society for Human Resource Management 9 organizations identified as remarkable
  • 12. 2012 Update • Reconnected with the “remarkable organizations” through in-depth interviews • Drew new insights from hundreds to 7 Measures workshops, articles, and conversations based on the first edition • Documented the path of three associations which have decided to incorporate the 7 Measures into their culture and organizations
  • 13. Purposeful People engaged in Disciplined Thought taking Disciplined Action PurposePurpose AnalysisAnalysis andand FeedbackFeedback ActionAction RemarkableRemarkable Lessons from Remarkable Organizations
  • 14. RemarkableRemarkable 1. A Customer Service Culture 2. Alignment of Products and Services With Mission 6. Organizational Adaptability 7. Alliance Building 3. Data-Driven Strategies 4. Dialogue and Engagement 5. CEO as a Broker of Ideas Commitment to Action Commitment to Purpose Commitment to Analysis and Feedback
  • 15. Commitment to Purpose A Customer Service Culture •“We’re here to serve you” •Customer- focused organizational structure and processes •An association of members, for members, by members • Actively seek ways to develop a customer service culture and structure • Build brands that exceed customer needs • Know that everyone is a customer • Never stop refining and enhancing the value they provide
  • 16. Commitment to Purpose Alignment of Products & Services With Mission • Driven by mission not money •Products, services, activities developed to address those needs • Everyone knew the mission • Knew not only whom they served but what their mission was • All offerings are consistent with the organization’s mission • Mission remains the central guidepost, no matter the external environment.
  • 17. Commitment to Analysis and Feedback Data-Driven Strategies • Data, Data, Data •Capacity and culture to gather, share, analyze information •Willingness to act based on what they hear • Have an expertise in gathering – and sharing – information. • Willing to ask: “What do we know, and what are we going to do about it?” • Has effective processes for taking action based on the data.
  • 18. Commitment to Analysis and Feedback Dialogue and Engagement •Continuous conversation on direction and priorities •Staff and Volunteers both involved •No “silos” • Staff and volunteers continuously discuss the organization’s direction and priorities • Cross-functional teams • A close-knit culture grows from this constant communication
  • 19. What does volunteer involvement look like in associations?
  • 20. 20 Typical Levels of Involvement None 69.9%
  • 21. 21 Typical Levels of Involvement Ad hoc 15.5% None 69.9%
  • 22. 22 Typical Levels of Involvement Committee 7.8% Ad hoc 15.5% None 69.9%
  • 23. 23 Typical Levels of Involvement Governance 6.8% Committee 7.8% Ad hoc 15.5% None 69.9%
  • 26. Commitment to Analysis and Feedback CEO as a Broker of Ideas •Facilitates visionary thinking throughout the organization •“The Great Go- Between” not necessarily “The Great Idea Person” • The CEO facilitates visionary thinking throughout the organization. • Supports a strong staff/volunteer partnership. • Continuous communication will not happen without someone to foster the conversation
  • 27. Leading without direct power “Instead of managing a company, you're managing an ecosystem that is networked and connected over the world.” ─ Jim Collins “Associations are, by their nature, networks. They're fluid. But an association has to have some sort of unity and cohesion. So how do you create a great association when it's inherently not self-contained?”
  • 28. Commitment to Action Organizational Adaptability •Learn from and respond to change •Know what not to change •The will to act •Purposeful Abandonment •Remarkable organizations think strategically and act strategically •They face problems and crises, but they act and learn from these events •Although willing to change, they also know what not to change. •The difference is flexibility, action, and learning
  • 29. Commitment to Action Alliance Building •Secure and confident enough to seek partners and projects that complement their mission and purpose •Partnering for the right purpose •Systematic, intentional, and mission driven approach to alliances and partnerships •Communicate clear expectations for partnership opportunities •Not driven by money or afraid to walk away
  • 30. • Associated Builders and Contractors • Staff & volunteer book discussions • Online survey: where can we easily make progress? • Two all-day brainstorming sessions • Actions: • Rewrote ABC’s mission statement • Added COO position • Redesigned database Putting the 7 Measures to Work
  • 31. • Intl Assn of Administrative Professionals • Drafted five new mission statements and polled members to select one • “Mission Tested” all programs, products and services to new statement • Incorporated 7 Measures into strategic planning • Heavily rely on data to make difficult decisions • Restructured to free CEO to be a better broker of ideas Putting the 7 Measures to Work
  • 32. • Amer Acdy of Hospice & Palliative Medicine • Focused on transitioning from an operational board to a leadership board • Incorporated 7 Measures terminology • Always gather data, engage dialogue before decision-making deliberations • Dedicated staff retreat on customer service, reinforced by coffee mugs • Monthly member feedback • Dedicated time to external outreach and alliance-building Putting the 7 Measures to Work
  • 33. • Conversations during the conference • Worksheet in conference materials • www.asaecenter.org/7measures In closing “7 Measures .. gave us a way to think about the right questions to ask” Kirk Pickerel, CAE Retired President & CEO Associated Builders & Contractors
  • 34. Thank you! Greg Melia, CAE Chief Member and Volunteer Relations Officer ASAE: The Center for Association Leadership gmelia@asaecenter.org @gmeliacae

Notes de l'éditeur

  1. What are we going to do today? Review the 7 Measures of Success Introduce the key findings Discuss what LPTA can do
  2. Inspired by two books written by Jim Collins and Jerry Porras – Good to Great and Built to Last where they used a match pair methodology to study public companies and to identify the characteristics that set great companies apart from the good ones. The whole point here is to isolate differences -- so they looked for companies with many similar characteristics -- same time frame, same opportunities -- but what was the difference. The same thing held true for associations. Matched-Pair Methodology Common to social sciences, applied by Collins and Porras to companies Compare two companies Created in same era Facing same market challenges and opportunities Same demographics Same technology shifts Same socioeconomic experience Why not apply the same methodology to associations? ASAE & The Center the first to apply the comparison research methodology to the nonprofit community
  3. Inspired by two books written by Jim Collins and Jerry Porras – Good to Great and Built to Last where they used a match pair methodology to study public companies and to identify the characteristics that set great companies apart from the good ones. The whole point here is to isolate differences -- so they looked for companies with many similar characteristics -- same time frame, same opportunities -- but what was the difference. The same thing held true for associations. Matched-Pair Methodology Common to social sciences, applied by Collins and Porras to companies Compare two companies Created in same era Facing same market challenges and opportunities Same demographics Same technology shifts Same socioeconomic experience Why not apply the same methodology to associations? ASAE & The Center the first to apply the comparison research methodology to the nonprofit community
  4. Inspired by two books written by Jim Collins and Jerry Porras – Good to Great and Built to Last where they used a match pair methodology to study public companies and to identify the characteristics that set great companies apart from the good ones. The whole point here is to isolate differences -- so they looked for companies with many similar characteristics -- same time frame, same opportunities -- but what was the difference. The same thing held true for associations. Matched-Pair Methodology Common to social sciences, applied by Collins and Porras to companies Compare two companies Created in same era Facing same market challenges and opportunities Same demographics Same technology shifts Same socioeconomic experience Why not apply the same methodology to associations? ASAE & The Center the first to apply the comparison research methodology to the nonprofit community
  5. Inspired by two books written by Jim Collins and Jerry Porras – Good to Great and Built to Last where they used a match pair methodology to study public companies and to identify the characteristics that set great companies apart from the good ones. The whole point here is to isolate differences -- so they looked for companies with many similar characteristics -- same time frame, same opportunities -- but what was the difference. The same thing held true for associations. Matched-Pair Methodology Common to social sciences, applied by Collins and Porras to companies Compare two companies Created in same era Facing same market challenges and opportunities Same demographics Same technology shifts Same socioeconomic experience Why not apply the same methodology to associations? ASAE & The Center the first to apply the comparison research methodology to the nonprofit community
  6. Inspired by two books written by Jim Collins and Jerry Porras – Good to Great and Built to Last where they used a match pair methodology to study public companies and to identify the characteristics that set great companies apart from the good ones. The whole point here is to isolate differences -- so they looked for companies with many similar characteristics -- same time frame, same opportunities -- but what was the difference. The same thing held true for associations. Matched-Pair Methodology Common to social sciences, applied by Collins and Porras to companies Compare two companies Created in same era Facing same market challenges and opportunities Same demographics Same technology shifts Same socioeconomic experience Why not apply the same methodology to associations? ASAE & The Center the first to apply the comparison research methodology to the nonprofit community
  7. Over 18,000 hours of work Four year effort Collins as mentor and guide 100 boxes of information collected and reviewed The result of: Asking “Wouldn’t it be great if ….” Lots of excellent, dedicated volunteer & staff work
  8. Survey of 1,000 association executives to identify “great” association candidates Trade, professional, and philanthropic non-profits 32% response rate Initial list of 104 non-conflicted associations 15 year study period data provided by 51 of 104 candidates
  9. Some of the criteria – Had to submit 15 years of data ****above Selected this criteria to reduce the liklihood that any finding could be attributed to something limited in duration such as an economic boom or an extraordinary CEO. Willingness and ability to fully cooperate in the research process This brought us to 9 matched pairs for in-depth study.
  10. Reviewed documentary evidence Internal Public Onsite inspections/interviews Follow up surveying and data collection Two task force members per matched pair prepared detailed dossiers Vision - Core values, mission, purpose, goals Markets, Competitors and Environment Organizational Arrangements - Structure, policies, systems Use of Technology Business Strategy Products and Services Leadership - Staff & Elected Community and Culture Financial Health Physical Setting and Location Public Policy The Research Committee and two additional researchers collected data on each pair through review of documentation and interviews. Organized the data into these 11 categories and analyzed it.
  11. Each association in the Study Group paired with an association as similar to it as possible Budget and staff size Type (individual membership, trade, philanthropic) Geographic scope Similarity in mission and/or membership Comparing Good to Great None of the organizations (study or control) were less than “Bronze or Silver Medal Olympians”
  12. Reconnected with the “remarkable organizations” through in-depth interviews How did they weather the recession? What are they doing differently now? Do the seven measures still resonate? Three other associations covered in the second edition Associated Builders and Contractors (comparison to AGC) International Association of Administrative Professionals American Academy of Hospice and Palliative Medicine
  13. They are systematic and intentional They are driven by mission & strategic needs They develop clear expectations from each partner They develop clear deliverables 7 key characteristics stand out
  14. We will look further at the explanation of the 7 Measures. “No one measure outweighs the others; all contribute equally to an association’s ability to innovate, grow, and thrive over time. Not presented in any order, but are grouped into three categories.
  15. Name tag: How may I Help you? A “ we ’ re here to serve you ” approach is built into the organizational structure and processes, which are built around exceeding members’ expectations Remarkable associations view members as a population to serve rather than a market to sell to (p. 30) Much more than being a responsive association; more than answering the phones or returning emails Instead every action of every staff member & volunteer reflected a “we are here to serve you” Systems, processes and structure didn’t assume that staff knew member needs. They asked, listened and delivered Members and mission are at the heart of remarkable associations – and member value is the blood that keeps the heart pumping. The organizations never stop being inquisitive about how they can refine and enhance the value they provide. Examples: American Dental Association – customer service training to all staff; values – members are the purpose of our work. . .membership is everyone’s business. . .all members, potential members receive timely, accurate, and courteous response to their needs; Associated General Contractors ACG) changed its dues structure when chapters said it was too expensive and too complicated. Girl Scouts of America—bring scouting to every girl – that includes those in detention. . .. Suburban, urban, etc. Ohio Society of Certified Public Accountants – free year’s membership to everyone who passes the state CPA exam. Define your Customers “ We’re here to serve you” Individual encounters with members – creating the experience Surprise and delight factor
  16. Name tag: How does that fit in our big picture? Knew not only whom they served but what their mission was All products and services were aligned with their mission The mission was so embedded in their culture – driven by mission, not by money Mission subdivided into needs Remarkable associations deliver. They always look for the best solutions to provide valuable resources and services. GSUSA – always ask the same central question: What do girls need today for us to achieve the mission we have always had? Radiological Society of North America – at one time provided association management services to 21 related subgroups—determined that this was not their mission to educate radiologists and to support radiological research. . .released all but three National Association of Counties – completely driven by its commitment to meet member needs. . .members as a population to serve rather than a market to sell to
  17. Name tag: What do the numbers tell us? Capacity to continuously gather and analyze data and to make decisions based on that data Requires a willingness to ask ‘ what do we know and what are we going to do about it? Does not have to be expensive or formally done, But it does need to have action taken based on the feedback GSUSA – researches societal trends that affect or influence its reason for being—e.g., the girls (How are the needs and experiences of girls changing?) This led to a series of initaitves aimed at helping girls develop math and financial literacy skills; a National Bone health campaign; Girls Go Tech, for girls to learn about science; and an antiviolence educatin program. . .also was able to respond early on to another language. . .Spanish American College of Cardiology – two groups for environmental scanning. Each member focuses on tracking trends in one of five major areas. Executive Committee looks at several metrics related to each of ACC’s strategic goals – publications and converences, membership numbers, customer service metrics, and financial performance (Report card, red light/yellow/green light) American Dental Association relies on its 11 councils to study and report on issues relating to a specific area of interest SHRM – readership and advertising surveys; member needs assessments, member perception survey; , research about the workplace environment, analyses of web usage, product evaluations, and informal discussions with members; also has a sophisticated database that enables it to track member activity. – look at what books they are buying, what they are doing; what questions they are asking Associated General Contractors (AGC) posts surveys on its web site and asks members about potential products and services. This supplants formal research into members satisfaction and needs, environmental and competitive trends, and economic forecasting done by the staff economist. This is all part of AGC’s disciplines approach to new initiatives, which includes earmarking a percentage of its annual marketing budget for business/product development. Each year has a goal of increase product line revenue by an average of 10% each year. Remarkable organizations also knew a lot about their competition and can recite precise overlap between their organization and the competition. AARP – the gold standard for association research 200 person research dept with 3 foci: medicare and health, marketing and membership, and environmental scanning of all types. Types of research conducted: employee satisfaction, employee exit interviews; member focus groups; telephone surveys; opinion polls, product evaluation surveys; studies of ethnographics and econometrics – also media coverage and performance of its partners and affiliates—also pilot tests of all products with focus group Ohio Society of CPAs has a group of members who volunteer to attend courses offered by competitors and share the results
  18. Name tag: Who should be involved in conversations about this? Dialogue and Engagement Just as important as the capacity to capture data is the ability to share what the data means and what you’re going to differently as a result of this new knowledge; analyzed and shared throughout the organization Continuous conversations around direction and priorities with both staff and volunteers Culture of constant communication – all employees have an opportunity to know and to support Radiological Society of North America – moved to new headquarters, designed by staff, to continue teamwork Remarkable organizations do not exhibit silos (organization fragmentation by department or responsibility) Examples of the way “silos are broken down” Ohio Society of CPAs – meet with CEOs (within first five weeks) on vision, mission, etc. National Association of Counties regularly holds “County 101” sessions on what members do Cross functional team retreats Monthly meetings at SHRM– update on the state of the association – discusses overall goals and what society is doing to meet those goals Board and staff partnership at American College of Cardiology – changed seating arrangements at the Board and that changed the dynamics GSUSA – put out to all constituents – “What can I do to help Girl Scouting be the best personal leadership development program for girls ages 5 – 17? Open space conversation; web site;, strategy cafes; small group discussion GSUSA has six strategic teams – program model and pathways; volunteerism; brand; funding; organizational structure and governance; culture (each team includes members from all organizational levels, functions and geographic levels).
  19. Let’s start with a little benchmarking. This slide shows the average extent and types of volunteering across the 18 co-sponsoring organizations in our Decision to Join study. In addition to giving a benchmark, it also raises some interesting philosophical questions … namely, is it a good thing or a bad thing to have 70% of your members paying dues but not fulfilling ANY type of volunteer role? Governance 6.8% Committee 7.8% Ad hoc 15.5% None 69.9%
  20. Let’s start with a little benchmarking. This slide shows the average extent and types of volunteering across the 18 co-sponsoring organizations in our Decision to Join study. In addition to giving a benchmark, it also raises some interesting philosophical questions … namely, is it a good thing or a bad thing to have 70% of your members paying dues but not fulfilling ANY type of volunteer role? Governance 6.8% Committee 7.8% Ad hoc 15.5% None 69.9%
  21. Let’s start with a little benchmarking. This slide shows the average extent and types of volunteering across the 18 co-sponsoring organizations in our Decision to Join study. In addition to giving a benchmark, it also raises some interesting philosophical questions … namely, is it a good thing or a bad thing to have 70% of your members paying dues but not fulfilling ANY type of volunteer role? Governance 6.8% Committee 7.8% Ad hoc 15.5% None 69.9%
  22. Let’s start with a little benchmarking. This slide shows the average extent and types of volunteering across the 18 co-sponsoring organizations in our Decision to Join study. In addition to giving a benchmark, it also raises some interesting philosophical questions … namely, is it a good thing or a bad thing to have 70% of your members paying dues but not fulfilling ANY type of volunteer role? Governance 6.8% Committee 7.8% Ad hoc 15.5% None 69.9%
  23. One lens on the “mailboxer” question that I found very insightful are the findings related to “The Ultimate Question” from the Decision to Join. In short, we see that those members who volunteer are more likely to be a promoter of the association – powerful stuff indeed. And that’s in addition to all of the other benefits volunteering brings to the organization and to the member, as demonstrated on the next slide … Answers based on a 10 point scale 9-10 Promoter 7-8 Passive 6 or less Detractor Probability of being a “promoter” of the association increases with level of involvement Advocacy, networking and leadership opportunities become more important as level of involvement increases Finding: The probability of being a “promoter” of the association increases with one’s level of involvement. Members who do not become involved in their association are perilously close to former members in their estimations of the value they receive. Fifteen percent of the survey respondents said they were involved at the governing or committee level, which is about the level of involvement many association execs cite when asked about the participation level in their association. But another 16% of the survey respondents were involved in single task activities that set them on the path to high promoter status. This would indicate that the way associations define and track “ involvement” may warrant greater strategic attention than it is given. Levels of Involvement Discussion Question: • Do associations appreciate the importance of these ad hoc, single task volunteers and expand the opportunities for members to become involved in this way? • Is involvement managed systematically? • How does your association deal with this? International Issues
  24. Name tag: How can we all pull together to do something really great? CEO as a Broker of Ideas In the remarkable associations the CEO fostered communication and collaboration among staff and volunteers. CEOs made a real effort to clarify roles and responsibilities to facilitate a strong staff/volunteer partnership. NOT about the CEOs vision but instead created an environment for visionary thinking throughout the organization Helps members and staff think in terms of what is possible and enables things to happen rather than decreeing what will happen Staff input welcomed Associated General Contractors – shared responsibility between CEO and COO (CEO on external; COO on internal)
  25. Inspired by two books written by Jim Collins and Jerry Porras – Good to Great and Built to Last where they used a match pair methodology to study public companies and to identify the characteristics that set great companies apart from the good ones. The whole point here is to isolate differences -- so they looked for companies with many similar characteristics -- same time frame, same opportunities -- but what was the difference. The same thing held true for associations. Matched-Pair Methodology Common to social sciences, applied by Collins and Porras to companies Compare two companies Created in same era Facing same market challenges and opportunities Same demographics Same technology shifts Same socioeconomic experience Why not apply the same methodology to associations? ASAE & The Center the first to apply the comparison research methodology to the nonprofit community
  26. Name tag: How might we need to change how LPTA operates? Most of the participating organizations experienced at least one crisis during the 15 year study period, e.g., financial crisis or leadership voice—comparison organizations tended to act more slowly than the study organizations. Having crises but also learning from them AGC – registered highest membership attrition in 1992. Laid off staff and sold the building NACO – 2.5M deficit. . .hiring freeze, slashed staff travel, cut other expenditures AGC – made a decision to decreasing its dependency on membership. . .Goal is that at least 50% of $$ will come from non-dues revenue Prune to grow – OSCPA – eliminated chapters, creating one state level of dues SHRM – purposeful abandonment (Peter Drucker) – selected mutation – staff need to make a case for products/services; changed board selection, based on knowledge/skills needed at a particular time NACO– management retreat – talk about what they should start, what they should change; what they should discontinue—then look to member data GSUSA– changed everything (uniforms, way programs are delivered,) but not its mission Nimble & flexible to meet the needs of members Purposeful Abandonment All organizations must deal with setbacks, failures and crises, but not all of them learn from these events. Remarkable associations do! They acknowledge their failures, learn from their mistakes, make changes, and move on.
  27. Name tag: Who might we partner with? Alliance Building Most associations engage in some form of alliance building – remarkable associations are systematic and very intentional in the alliances/partnerships they build in that they are driven by their mission and strategic needs. They communicate clear expectations for each partnership opportunity and did not hesitate to walk away if a win-win doesn’t materialize Not driven by $$ GSUSA – look for alliances with skills that augment their own—alliance building is about getting the job done for the girls. (e.g., VISA to provide money management resources for girls; Environmental Protection Agency to develop a badge on “my planet”; Lucent Technologies Foundation to encourage minority girls to develop an interest in math and technology. Matched pairs – often used alliances and partnerships to pay bills. . . ADA – turned to Northwestern University to develop mini-MBAS program specifically for dentists NACO collaborated with Wagner Graduate School (NY University) to develop a county leaadership institute.
  28. Create CEO-specific value and programs; Improve the value to all association professionals, consultant members (differentiated from Industry Partners) Address the needs of Consider career stages and generational impact -- Young Professionals Improve the value delivered through sections -- Collaboration is key driver Improve customer service (e.g., CEO Services Established) New membership categories established
  29. Create CEO-specific value and programs; Improve the value to all association professionals, consultant members (differentiated from Industry Partners) Address the needs of Consider career stages and generational impact -- Young Professionals Improve the value delivered through sections -- Collaboration is key driver Improve customer service (e.g., CEO Services Established) New membership categories established
  30. Create CEO-specific value and programs; Improve the value to all association professionals, consultant members (differentiated from Industry Partners) Address the needs of Consider career stages and generational impact -- Young Professionals Improve the value delivered through sections -- Collaboration is key driver Improve customer service (e.g., CEO Services Established) New membership categories established
  31. Developing a Knowledge-Based Perspective Gather information. Analyze information. Use information to become better. Always put information to use, not on the shelf How do the 7 Measures compare to Good to Great? Findings Unique to Nonprofits: Collaborating for the right purpose Ongoing dialogue and engagement Intensely data driven Use the 7 Measures for discussion, assessment and strategy development Have staff identify the one measure which your organization can improve most quickly and take action Discuss a measure with your Board at each meeting. Start by discussing ways to better understand and serve your customers. Begin assessing how well your programs contribute to attainment of your mission. What will you do?