The Buddy System Accomplishing Major Goals Through Partnerships


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To successfully accomplish major international growth initiatives, associations must often engage in partnerships with public and private sector entities to springboard the vision from design to implementation. Explore this important topic with a panel of experts and identify strategies to build your own partnerships in every corner of the globe.

Lesley-Anne Alexander, chief executive, RNIB

Len Mafrica, CAE, executive director publishing division, Oncology Nursing Society

Milagros Mostaza-Corral, director, Interel Association Management

Nikki Walker, VP, global association management & consulting, MCI Group

Todd Wurschmidt, CFRE, Ph.D., CAE, Chief Executive Officer, Paradox Associations

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  • APICS has used a partnership model for global growth choosing to work with national not-for-profit associations outside of the US (US is based on chapter model) and for-profit partners to deliver education and training programmes Strategic Operations (Headquarters) Channel Operations (Regional Offices) - for-profit partner (association management company) Membership Services (Channel Partners) – not-for profit partner (national associations) Education Delivery (Education Providers) – for-profit partners (education providers and test centres)
  • APICS has used a partnership model for global growth choosing to work with national not-for-profit associations outside of the US (US is based on chapter model) and for-profit partners to deliver education and training programmes
  • The Buddy System Accomplishing Major Goals Through Partnerships

    1. 1. The Buddy System: Accomplishing Major International Goals Through Partnerships 12:45-2:00 PM, Tuesday, August 18, 2009 Todd Wurschmidt, PhD, CAE, CFRE, TMC Interim, USA Len Mafrica, Executive Director, ONSEdge, USA Nikki Walker, VP, Global Assn Mgmnt, MCI, Belgium Lesley-Anne Alexander, CEO, RNIB, UK Milagros Mostaza-Corral, Director, Interel, Belgium Connecting Great Ideas and Great People
    2. 2. Content Leaders <ul><li>Todd Wurschmidt, PhD, CAE, CFRE Len Mafrica </li></ul><ul><li>Interim Executive Director Executive Director, ONSEdge </li></ul><ul><li>Transition Management Consulting, Inc. Oncology Nursing Society </li></ul><ul><li>Washington, DC, USA Pittsburgh, PA, USA </li></ul><ul><li> </li></ul><ul><li>[email_address] [email_address] </li></ul><ul><li>+1-614-460-0860 +1-412-859-6206 </li></ul><ul><li>Nikki Walker Lesley-Anne Alexander </li></ul><ul><li>VP, Global Assn Management & Consulting Chief Executive Officer </li></ul><ul><li>MCI Royal National Institute of Blind People </li></ul><ul><li>Brussels, Belgium London, UK </li></ul><ul><li> </li></ul><ul><li>[email_address] c/o [email_address] </li></ul><ul><li>+32 2 743 1552 020 7391 2252 </li></ul><ul><li>Milagros Mostaza-Corral </li></ul><ul><li>Director </li></ul><ul><li>Interel </li></ul><ul><li>Brussels, Belgium </li></ul><ul><li> </li></ul><ul><li>[email_address] </li></ul><ul><li>+32 (0)2 761 66 11 </li></ul>
    3. 3. Connecting Great Ideas and Great People Len Mafrica, CAE Oncology Nursing Society The Buddy System Accomplishing Major International Goals through Partnership August 18, 2009 12:45 PM
    4. 4. Oncology Nursing Society <ul><li>37,000 members </li></ul><ul><li>5% outside U.S. </li></ul><ul><li>230 chapters, all U.S. </li></ul><ul><li>35 special interest groups </li></ul><ul><li>5,000 attendance at annual congress </li></ul><ul><li>Major conferences all in U.S. </li></ul>
    5. 5. ONS International Goals <ul><ul><ul><li>Expand visibility outside the U.S. </li></ul></ul></ul><ul><ul><ul><li>Partner with international organizations </li></ul></ul></ul><ul><ul><ul><li>Distribute content and programming to new markets </li></ul></ul></ul><ul><ul><ul><li>Serve the international nursing community </li></ul></ul></ul><ul><ul><ul><li>Enable nurses in developing countries to better serve people with cancer and those at risk </li></ul></ul></ul><ul><ul><ul><li>Learn from colleagues outside the U.S. </li></ul></ul></ul>
    6. 6. The Model Generalized <ul><ul><ul><li>Expansion (visibility, business, membership, reach) </li></ul></ul></ul><ul><ul><ul><li>Service (altruism, knowledge transfer, capacity building) </li></ul></ul></ul><ul><ul><ul><li>Learning (recognition that you don’t have all the answers) </li></ul></ul></ul><ul><ul><ul><li>Partnership (NGOs, consortia, government agencies, corporations) </li></ul></ul></ul>
    7. 7. Seeking and Establishing Partnerships <ul><ul><li>Identify your gaps </li></ul></ul><ul><ul><ul><li>Analyze your strengths and weaknesses </li></ul></ul></ul><ul><ul><ul><li>Which of your goals apply in different situations? </li></ul></ul></ul><ul><ul><ul><li>Which of your goals apply in different regions? </li></ul></ul></ul>
    8. 8. Seeking and Establishing Partnerships <ul><ul><li>Identify which of your goals you want to accomplish in a specific situation or region. </li></ul></ul><ul><ul><ul><li>Limit your focus to accomplishing realistic outcomes. </li></ul></ul></ul><ul><ul><ul><li>Determine how you will measure success in each case. </li></ul></ul></ul>
    9. 9. Seeking and Establishing Partnerships <ul><ul><li>Define the kinds of organizations needed as partners </li></ul></ul><ul><ul><ul><li>What kind of organizations will help you fill your gaps? </li></ul></ul></ul><ul><ul><ul><li>Identify specific organizations that can help you in specific cases. </li></ul></ul></ul>
    10. 10. Seeking and Establishing Partnerships <ul><ul><li>Communicate with your partners about the outcomes you want to achieve through the partnership. </li></ul></ul><ul><ul><li>Recognize and acknowledge that each partner has its own goals. </li></ul></ul><ul><ul><li>Seek to achieve shared risks and benefits. </li></ul></ul>
    11. 11. One Example: How ONS Applied the Model <ul><ul><li>ONS wants to help build capacity in developing regions of the Middle East </li></ul></ul><ul><ul><li>ONS wants to expand business opportunities in more developed areas of the Middle East </li></ul></ul><ul><ul><li>We need help with logistics, culture, and politics. </li></ul></ul><ul><ul><li>Expanding business opportunities in wealthier regions can subsidize more altruistic goals in other areas. </li></ul></ul>
    12. 12. One Example: How ONS Applied the Model <ul><ul><li>We partnered with a consortium group experienced in program delivery and well-connected to health ministries, universities, and funding organizations in the region. </li></ul></ul><ul><ul><li>Program content consists of: </li></ul></ul><ul><ul><ul><li>Clinical training in cancer symptoms and management of treatment side effects. </li></ul></ul></ul><ul><ul><ul><li>Leadership development that will help nurses implement changes in practices within their own institutions and cultures. </li></ul></ul></ul>
    13. 13. Measured Outcomes <ul><ul><ul><li>A program in Jordan to enhance the quality of patient care through more efficient patient and family involvement </li></ul></ul></ul><ul><ul><ul><li>An cross-cultural study on the differences and similarities in caregiver strain and burden between Cyprus and other parts of the world </li></ul></ul></ul><ul><ul><ul><li>Integrating new pain management strategies into a Jordanian hospital </li></ul></ul></ul><ul><ul><ul><li>The start-up of a Palestinian pain management society for nurses </li></ul></ul></ul>
    14. 14. Summary <ul><li>Establish broad-based goals that include partnership </li></ul><ul><ul><li>Identify your gaps </li></ul></ul><ul><ul><li>Identify which of your goals you want to accomplish where </li></ul></ul><ul><ul><li>Define the kinds of organizations needed as partners </li></ul></ul><ul><li>Communicate with your partners </li></ul>
    15. 15. Contact Information Len Mafrica, CAE Executive Director, Publishing Division Oncology Nursing Society Pittsburgh, PA [email_address] +412-859-6206 Thank You SEE YOU NEXT YEAR! Annual Meeting & Expo August 21 - 24, 2010 Los Angeles, CA
    16. 16. Nikki Walker VP Global Association Management & Consulting MCI Connecting Great Ideas and Great People Global Growth & Distribution Through Partnerships
    17. 17. <ul><li>40,000 members globally in 90 countries </li></ul><ul><li>50 years+ as BOK in operations management </li></ul><ul><li>3 pillars </li></ul><ul><ul><li>Membership </li></ul></ul><ul><ul><li>Education </li></ul></ul><ul><ul><li>Certification </li></ul></ul><ul><li>Mission </li></ul><ul><li>APICS builds knowledge and skills in operations management professionals to enhance and validate abilities and accelerate careers. </li></ul><ul><li>We help our members and their organizations successfully compete and build a stronger global economy. </li></ul>
    18. 18. Global Growth Strategy <ul><li>Partnership model conceived in South Africa </li></ul><ul><li>Alternative to US chapter-based model </li></ul><ul><li>Partnerships aimed at: </li></ul><ul><ul><li>Building community </li></ul></ul><ul><ul><li>Driving growth (membership)/revenues </li></ul></ul><ul><ul><li>Providing quality education & certification </li></ul></ul><ul><li>Phased international approach: </li></ul><ul><ul><li>Pilot/customization in EMEA </li></ul></ul><ul><ul><li>2nd step Asia Pacific, Central & South-America </li></ul></ul>
    19. 19. Global Distribution Network
    20. 20. 240 local chapters Represents 40,000 members in 20,000 manufacturing and service industry companies worldwide
    21. 21. Partner Infrastructure <ul><li>Not-for-profit </li></ul><ul><li>International Associates </li></ul><ul><ul><ul><li>Channel partner </li></ul></ul></ul><ul><ul><ul><li>Build community </li></ul></ul></ul><ul><ul><ul><li>Membership </li></ul></ul></ul><ul><ul><ul><li>Distribution of materials </li></ul></ul></ul><ul><ul><ul><li>Marketing & promotion </li></ul></ul></ul><ul><ul><ul><li>Exam support and administration </li></ul></ul></ul><ul><ul><ul><li>National conferences </li></ul></ul></ul><ul><ul><ul><li>Seminars </li></ul></ul></ul><ul><li>Commercial, for-profit </li></ul><ul><li>Education providers </li></ul><ul><ul><ul><li>Support certification </li></ul></ul></ul><ul><ul><ul><li>Drive education delivery </li></ul></ul></ul><ul><ul><ul><li>Training </li></ul></ul></ul><ul><ul><ul><li>Course delivery </li></ul></ul></ul><ul><ul><ul><li>Workshops </li></ul></ul></ul><ul><ul><ul><li>Seminars </li></ul></ul></ul>
    22. 22. Partner Model Success Factors <ul><li>One IA per country </li></ul><ul><li>IA as broker </li></ul><ul><li>Clarity of roles/responsibilities </li></ul><ul><li>Win-win-win dependency </li></ul><ul><li>Incentives for all partners </li></ul><ul><li>Business opportunities/flexibility </li></ul><ul><li>Targets/performance monitoring/reward </li></ul>
    23. 23. Advantages for Operations Management Professionals <ul><li>Top quality international standards </li></ul><ul><li>Ease of access </li></ul><ul><li>Local application </li></ul><ul><li>National network </li></ul><ul><li>National/international link </li></ul>
    24. 24. Contact Information Nikki Walker VP Global Association Management & Consulting MCI [email_address] +32 2 743 1552 SEE YOU NEXT YEAR! Annual Meeting & Expo August 21 - 24, 2010 Los Angeles, CA
    25. 25. Daisy Consortium Lesley-Anne Alexander CEO Royal National Institute of Blind People Connecting Great Ideas and Great People
    26. 26. The Challenge <ul><li>161 million low vision or blind, 153 million with severe refractive error and unknown millions with dyslexic conditions. </li></ul><ul><li>Less than 5% of titles in any accessible format: Audio, Large Print, Braille. </li></ul><ul><li>Reading on tape like reading scrolls </li></ul><ul><li>Tape coming to end of life. </li></ul><ul><li>Fragmented national systems </li></ul>
    27. 27. The Partners <ul><li>From 6 Founders 1996 to 100+ worldwide </li></ul><ul><li>Not for Profit </li></ul><ul><li>Government </li></ul><ul><li>For Profit </li></ul><ul><li>Budget $1.8m </li></ul><ul><li>Standard development, technical development. Staff on 4 continents. </li></ul>
    28. 28. What We Did <ul><li>1994 User requirements: &quot;A better way to read&quot;. </li></ul><ul><li>Pooled funding, technology & know how </li></ul><ul><li>Shared standards, prototypes and evaluation, </li></ul><ul><li>Networked technical & evaluation teams </li></ul><ul><li>Created a marketplace for suppliers </li></ul><ul><li>Global marketing of better way to read </li></ul>
    29. 29. What We Achieved <ul><li>The best way to read: </li></ul><ul><ul><li>Basis of print disability service in 40 countries </li></ul></ul><ul><ul><li>10 million+ Daisy books read every year </li></ul></ul><ul><ul><li>Turn the pages, skip the boring bits! </li></ul></ul><ul><ul><li>An innovative world wide marketplace </li></ul></ul><ul><li>The best way to publish: </li></ul><ul><ul><li>Microsoft & Adobe &quot;Save as Daisy&quot; </li></ul></ul><ul><ul><li>E-Pub standard & Daisy convergence </li></ul></ul>
    30. 30. What We Learned <ul><li>Talk & informal partnership not strong enough! </li></ul><ul><li>Substantial financial commitment needed </li></ul><ul><li>Inclusive, transparent governance essential </li></ul><ul><li>An agreed strategy & plan is vital </li></ul><ul><li>Dedicated staff team essential </li></ul><ul><li>Cultural difference needs managing </li></ul><ul><li>Networking releases energy & resources </li></ul><ul><li>Leadership is key to sustained success </li></ul><ul><li> </li></ul>
    31. 31. ASAE Annual Meeting 2009 Case Study – Project Management Institute Accomplishing Major International Goals through Public and Private Partnerships Milagros Mostaza-Corral, Director Interel PMI EMEA Business and Government Representative Connecting Great Ideas and Great People
    32. 32. PMI in 30 Seconds <ul><li>Global Professional Association </li></ul><ul><ul><li>~ 310K members in 170 countries </li></ul></ul><ul><ul><li>250 Chapters in 67 countries </li></ul></ul><ul><li>11 Global Standards (2M PMBOK ® Guide in circulation) </li></ul><ul><li>5 Credentials with ~ 370K credential holders worldwide) </li></ul><ul><li>Advocate for excellence in project, program & portfolio management </li></ul><ul><ul><li>To business, government, NGOs </li></ul></ul><ul><ul><li>To educators, training vendors, HR leaders </li></ul></ul><ul><ul><li>To “C-level:” CEO, COO, CTO, CIO, CFO… </li></ul></ul><ul><ul><li> </li></ul></ul>
    33. 33. Strategic Objectives in the EU <ul><li>“ Worldwide, organizations will embrace, value and utilize project management, and attribute their success to it” </li></ul><ul><li>Increase the profile of PMI and understanding of the value of project management across EU organizations </li></ul><ul><li>Develop partnerships with key C-Level Executives in targeted industries and key government agencies </li></ul><ul><li>Ensure that PMI is increasingly well placed to be seen as an expert resource for organizations on project management issues. </li></ul><ul><li>Gain acceptance and adoption of PMI programs, products and services. </li></ul>
    34. 34. Parallel Public/Private Action Plan <ul><li>EU Institutions: </li></ul><ul><li>Policy Audit in 2004 </li></ul><ul><li>Meeting programs organised regularly </li></ul><ul><li>Two Government Forums </li></ul><ul><li>EU sessions in EMEA Annual Congress </li></ul><ul><li>EU Corporate: </li></ul><ul><li>Creation of European Corporate Networking Group in 2005 </li></ul><ul><li>Engage in dialogue and create partnerships with key corporations (e.g. Siemens, SAP, HP, IBM, etc) </li></ul>
    35. 35. Outcomes – Building Bridges <ul><li>The European Commission has: </li></ul><ul><li>determined project management as a key function within the organization that needs professionalization. Started CAPM training </li></ul><ul><li>established a working group to develop a common project management methodology for its IT services. This working group is building up a customized PM methodology on the basis of the PMBOK® Guide </li></ul><ul><li>The Corporate world wanted to work with the European Commission: </li></ul><ul><li>needs to ‘de facto’ align to the European Commission’s standards and practices </li></ul><ul><li>PMI brings public and private together while supporting its international growth! </li></ul>