Matt LoebStaff ExecutiveIEEE
Change HappensIn 1999 surveys told us..• Can’t access internet at work• Everything is too slow• There are no applications ...
7 Unique Benefits of 7th Mass Media  •   1st Personal mass media channel  •   Permanently carried  •   Always on  •   Buil...
Who’s Online
Populations and Internet• Est. 6.8 billion citizens in the world• 1.9 billion Internet users( 28.7% penetration)  worldwid...
Start to change now…       …or be lost in a sea of options
Closer to home: Today’s Conference
Publishing has changed
Leadership Resources•   Video Vignettes•   Five questions for volunteer leadership•   Visual Prioritization Grid•   Tomi A...
Strategy Resources •   Insights to Action Framework •   6M’s Mobile Creation Tool •   Going Mobile Questions •   You Tube ...
Resources• Association Total Enterprise Assessment Method  (TEAM)• SAE case study• The Essential Advantage Toolkit• Why th...
Tom HoodExecutive Director/CEOMaryland Association forCertified Public Accountants
Special Bonus Session:   digitalNow Board     Presentation     Tom Hood, CPA.CITP             CEO  Maryland Association of...
Why are we here?     The tornado of changes from CPA Vision Project circa 2000
And to avoid this…             Associations:            Road Kill on the             Information            Super Highway
We chose to learn how to harnessthe winds of change
Structure is about alignment•   Engagement•   Alignment•   Commitment•   Accountability    “First I get all of my men faci...
The Stakeholders              Leadership - Board          Members         Grassroots               Staff – Your Team
The Projects1. Structure & Governance & New    MACPA Actual Results   services to members2. Business Learning Institute + ...
The Learning• O’ say can you see? – Make  your thinking visible to others• The power of We – collaborative,  participative...
Humans are fundamentally   “sight” creatures            We need longer sightlines          during periods of rapid change ...
Vision Prioritization GridWhere is your portfolio ?                                     10    Strategic Fit               ...
Board Planning Sessions
Market Size $39,800,000                                                                                Market Size $9,950,...
MACPA’s Social Media Map45,000 views                                        900+ connections                              ...
MACPA/BLI Team work
Opportunity Portfolio                                  Positioning Options                  Stepping                      ...
Engaged People
Real results
The Tools 1. Big Ideas from our i2a – Strategic    Thinking System 2. Vision alignment grid 3. Portfolio from Rita McGrath...
I2a: Big Ideas Worksheet
Vision Alignment Grid
Opportunity Portfolio
I2a: Insights to Actiona Strategic Thinking System
Sight - Insight• Look back• Look around  • Look inside  • Look outside• Look ahead
Create – Communicate –Inspire! Engagement – AlignmentCommitment - Accountability
Turn your Flywheel1. Make your thinking visible to others2. Collaboration and the power of we3. Find your edge and focus o...
“It is hard to plan for the long term future when you don’t know what is going to happenfive minutes from now.Today, a com...
Tom Hood, CPA.CITP                  Follow me on:CEO                                      Twitter: http:// www.Twitter.com...
Pam HemannPresidentAssociation ManagementServices,Inc.
Jeffry RaynesPrincipalDesigning Sustainable Models forStrategic Choices
digitalNow Community      THANK YOU!  Pamela J. Hemann, CAE   Jeffry W. Raynes, CAE
Let’s talk the same talk….  – Conventional Wisdom      • ideas or explanations that are generally accepted as true       b...
Let’s talk the same talk….  – Common Practice      • matter of course, customary or regular procedure, natural       state...
SURVEY CAVEAT• We cannot prove or disprove the validity of  these “conventional wisdoms”• We can only state that conventio...
Survey asked the digitalNow Community to:  – Respond to statements that represent association     Conventional Wisdom  – P...
What did we learn?• There are divergent opinions on Conventional   Wisdom• Common practices are varied• Sometimes we agree...
Our organization is a  Philanthropic     Other     3%            6%                                    Trade              ...
Three data sets that  the survey revealed….   Other results will be foundonline at the digitalNow website
Small Boards are  better than big boards   Dont Know,             Disagree,        3%                    15%              ...
Size of boards in our organizations        Over 30         5 to 10       18%             15%20 to 30  9%                  ...
50% of annual expenses in reserves  Dont   Know                          Disagree   6%                            24%   Ag...
% of reserves in our organizations        over 70%        21%                            under 50%                        ...
Elections should reflect     the democratic process  Dont Know      0%                          Disagree                  ...
Our organization’s board is elected by                               Designees                                from Compete...
Let’s talk the same talk….  – Best Practice     • a technique or methodology that, through experience and       research, ...
A Challenge• There exists a significant body of association best  practices, processes, and guidelines from which  an orga...
A Solution  The digitalNow Community can be aRepository to Identify Common Practice….     Best Practice and Next Practice
Another ChallengeAccording to the American Productivity & QualityCenter, the three main barriers to adoption of a bestprac...
Another Solution  An organization assessment a process to look at    various areas of an organization in regards to what i...
Thank You!     Pamela J. Hemann, CAE                  Jeffry W. Raynes, CAEAssociation Management Services,      Designing...
Dn2011 Saturday Lee.Dea.Final
Dn2011 Saturday Lee.Dea.Final
Dn2011 Saturday Lee.Dea.Final
Dn2011 Saturday Lee.Dea.Final
Dn2011 Saturday Lee.Dea.Final
Dn2011 Saturday Lee.Dea.Final
Dn2011 Saturday Lee.Dea.Final
Dn2011 Saturday Lee.Dea.Final
Dn2011 Saturday Lee.Dea.Final
Dn2011 Saturday Lee.Dea.Final
Dn2011 Saturday Lee.Dea.Final
Dn2011 Saturday Lee.Dea.Final
Dn2011 Saturday Lee.Dea.Final
Dn2011 Saturday Lee.Dea.Final
Dn2011 Saturday Lee.Dea.Final
Dn2011 Saturday Lee.Dea.Final
Dn2011 Saturday Lee.Dea.Final
Dn2011 Saturday Lee.Dea.Final
Dn2011 Saturday Lee.Dea.Final
Dn2011 Saturday Lee.Dea.Final
Dn2011 Saturday Lee.Dea.Final
Dn2011 Saturday Lee.Dea.Final
Dn2011 Saturday Lee.Dea.Final
Dn2011 Saturday Lee.Dea.Final
Dn2011 Saturday Lee.Dea.Final
Dn2011 Saturday Lee.Dea.Final
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digitalNow 2011 Board Presentation

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Dn2011 Saturday Lee.Dea.Final

  1. 1. Matt LoebStaff ExecutiveIEEE
  2. 2. Change HappensIn 1999 surveys told us..• Can’t access internet at work• Everything is too slow• There are no applications for work or home• Younger generation
  3. 3. 7 Unique Benefits of 7th Mass Media • 1st Personal mass media channel • Permanently carried • Always on • Built in payment system • Available at point of creative • First media with near perfect audience data • Captures social context of media consumption © Tomi Ahonen
  4. 4. Who’s Online
  5. 5. Populations and Internet• Est. 6.8 billion citizens in the world• 1.9 billion Internet users( 28.7% penetration) worldwide• USA internet users 240,000 ( 77.3% penetration)• 5 billion +cell phones worldwide• 28% in US with smartphones and over 40% of all new cell phone purchases are smart phones
  6. 6. Start to change now… …or be lost in a sea of options
  7. 7. Closer to home: Today’s Conference
  8. 8. Publishing has changed
  9. 9. Leadership Resources• Video Vignettes• Five questions for volunteer leadership• Visual Prioritization Grid• Tomi Ahonen’s latest manuscript & slides
  10. 10. Strategy Resources • Insights to Action Framework • 6M’s Mobile Creation Tool • Going Mobile Questions • You Tube Success Stories
  11. 11. Resources• Association Total Enterprise Assessment Method (TEAM)• SAE case study• The Essential Advantage Toolkit• Why the Web is Broken• Video Vignettes
  12. 12. Tom HoodExecutive Director/CEOMaryland Association forCertified Public Accountants
  13. 13. Special Bonus Session: digitalNow Board Presentation Tom Hood, CPA.CITP CEO Maryland Association of CPAs Business Learning Institute Grand Floridian Disney World April 9, 2011
  14. 14. Why are we here? The tornado of changes from CPA Vision Project circa 2000
  15. 15. And to avoid this… Associations: Road Kill on the Information Super Highway
  16. 16. We chose to learn how to harnessthe winds of change
  17. 17. Structure is about alignment• Engagement• Alignment• Commitment• Accountability “First I get all of my men facing the same direction.” - Napoleon
  18. 18. The Stakeholders Leadership - Board Members Grassroots Staff – Your Team
  19. 19. The Projects1. Structure & Governance & New MACPA Actual Results services to members2. Business Learning Institute + on-site training3. Social media strategy4. Learning Management System – Learning + Compliance + Careers
  20. 20. The Learning• O’ say can you see? – Make your thinking visible to others• The power of We – collaborative, participative, engaging• Innovate by finding your edge• Jim Collins & David Sibbet were right - Strategy as process
  21. 21. Humans are fundamentally “sight” creatures We need longer sightlines during periods of rapid change And the power of making our thinking visible to others…
  22. 22. Vision Prioritization GridWhere is your portfolio ? 10 Strategic Fit Vision Aligned 5 1 1 5 10 Importance / Value to members
  23. 23. Board Planning Sessions
  24. 24. Market Size $39,800,000 Market Size $9,950,000 Total Total Maryland Maryland MACPA Gross CPE Revenue On-site Training 3,000 1200 1071 2,489 2,500 1000 2,309 2,318 2,147 2,145 2,081Gross Revenue $s (000) 2,028 2,041 800 761 2,000 1,862 640 All Other CPE 600 Series1 1,500 In-House 485 1,071 400 1,000 761 238 640 181 485 200 154 500 68 181 238 35 154 35 68 0 - 1 2 3 4 5 6 7 8 9 1999 2000 2001 2002 2003 2004 2005 2006 2007 Fiscal Year
  25. 25. MACPA’s Social Media Map45,000 views 900+ connections 450 connections43,000 views 2,943 followers 450 members Top 10 Accounting Blogs Top 75 Business Blogs - 2010 34
  26. 26. MACPA/BLI Team work
  27. 27. Opportunity Portfolio Positioning Options Stepping Stones XBRLTechnical & execution LMS Project Platform Launches Scouting BLI expansion Options AMSuncertainty KPIs Community Core Enhancement Launches Social  Media Market & organizational uncertainty
  28. 28. Engaged People
  29. 29. Real results
  30. 30. The Tools 1. Big Ideas from our i2a – Strategic Thinking System 2. Vision alignment grid 3. Portfolio from Rita McGrath & Ian MacMillan
  31. 31. I2a: Big Ideas Worksheet
  32. 32. Vision Alignment Grid
  33. 33. Opportunity Portfolio
  34. 34. I2a: Insights to Actiona Strategic Thinking System
  35. 35. Sight - Insight• Look back• Look around • Look inside • Look outside• Look ahead
  36. 36. Create – Communicate –Inspire! Engagement – AlignmentCommitment - Accountability
  37. 37. Turn your Flywheel1. Make your thinking visible to others2. Collaboration and the power of we3. Find your edge and focus on opportunities and build on your strengths4. Strategy as process – replicate and focus on stakeholders
  38. 38. “It is hard to plan for the long term future when you don’t know what is going to happenfive minutes from now.Today, a competitive edge is thin and temporary; the edge quickly becomes the margin.The ability to define the edge, and the ultimate competitive advantage, is found in thesmarts, heart and ingenuity of your people - thats your powerhouse. Tap that, train it,focus it and mobilize it; now youve engaged a network and inspired a sustainable shift.Insight to action, one without the other is either useless or destructive.” -Tom Hood & Gretchen Pisano co-authors of the i2a: Insights to Action Strategic Thinking System
  39. 39. Tom Hood, CPA.CITP Follow me on:CEO Twitter: http:// www.Twitter.com/tomhoodMaryland Association of CPAsBusiness Learning Institute LinkedIn: http:// www.linkedin.com/in/tomhood(443) 632-2301 Facebook: http:// www.facebook.com/thoodcpaE-mail tom@macpa.orgWeb http://www.macpa.org Plaxo: http://tomhood.myplaxo.comBlog http://www.cpasuccess.com Slideshare: http://www.slideshare.net/thoodcpaBlog http://www.bizlearningblog.com Youtube: http://www.youtube.com/thoodcpa Second Life avatar name: Rocky Maddaloni
  40. 40. Pam HemannPresidentAssociation ManagementServices,Inc.
  41. 41. Jeffry RaynesPrincipalDesigning Sustainable Models forStrategic Choices
  42. 42. digitalNow Community THANK YOU! Pamela J. Hemann, CAE Jeffry W. Raynes, CAE
  43. 43. Let’s talk the same talk…. – Conventional Wisdom  • ideas or explanations that are generally accepted as true by the public or by experts in a field • ideas or explanations that although widely held are unexamined and can be reevaluated upon further examination or as events unfold
  44. 44. Let’s talk the same talk…. – Common Practice  • matter of course, customary or regular procedure, natural state, routine, or usual practice suitable to many: as adapted to or indicative of the understanding of many • frequently encountered or widely accepted • commonly liked or approved
  45. 45. SURVEY CAVEAT• We cannot prove or disprove the validity of these “conventional wisdoms”• We can only state that conventional wisdom would lead one to believe these characteristics would be present/absent in the digitalNow community
  46. 46. Survey asked the digitalNow Community to: – Respond to statements that represent association  Conventional Wisdom – Provide data on your organization’s actual practices – Collect data on digitalNow Community common practices
  47. 47. What did we learn?• There are divergent opinions on Conventional  Wisdom• Common practices are varied• Sometimes we agree with Conventional Wisdom,  but don’t practice it• Sometimes we disagree with Conventional Wisdom,  but we still practice it
  48. 48. Our organization is a  Philanthropic Other 3% 6% Trade  Association 24% IMO 67%
  49. 49. Three data sets that  the survey revealed…. Other results will be foundonline at the digitalNow website
  50. 50. Small Boards are  better than big boards Dont Know,  Disagree,  3% 15% Strongly  Disagree, 0% Strongly  Agree, 56% Agree, 26%
  51. 51. Size of boards in our organizations   Over 30 5 to 10 18% 15%20 to 30 9% 11 to 15 21% 16 to 20 37%
  52. 52. 50% of annual expenses in reserves Dont  Know Disagree 6% 24% Agree 70%
  53. 53. % of reserves in our organizations   over 70% 21% under 50% 37%about 70% 6% about 60% 9% about 50% 27%
  54. 54. Elections should reflect  the democratic process Dont Know 0% Disagree 33%Agree 67%
  55. 55. Our organization’s board is elected by   Designees  from Competetive  Chapters or  Election  Affiliates Process 9% 25% Slate of  Nominations 66%
  56. 56. Let’s talk the same talk…. – Best Practice • a technique or methodology that, through experience and research, has proven to reliably lead to a desired result • repeatable procedures that have proven themselves over time for large numbers of people/organizations • usually recognized as “best” by other peer organizations
  57. 57. A Challenge• There exists a significant body of association best practices, processes, and guidelines from which an organization can choose …….but it is spread from pillar to post with no central repository and, as a result, it is not easily accessible
  58. 58. A Solution The digitalNow Community can be aRepository to Identify Common Practice…. Best Practice and Next Practice
  59. 59. Another ChallengeAccording to the American Productivity & QualityCenter, the three main barriers to adoption of a bestpractice are: 1. a lack of knowledge about best practices, 2. a lack of motivation to make changes involved in their adoption, and 3. a lack of knowledge and skills required to do so.
  60. 60. Another Solution An organization assessment a process to look at   various areas of an organization in regards to what is  working and what could be different that enables  management to leverage its current assets as well as choose to do some things differently in order to maximize  efficiency and effectiveness.
  61. 61. Thank You! Pamela J. Hemann, CAE Jeffry W. Raynes, CAEAssociation Management Services,  Designing Sustainable Models for  Inc. Strategic Choices pam@assnmgmt.net jwraynes@gmail.com http://www.linkedin.com/pub/pam‐ http://www.linkedin.com/pub/jeffry‐ hemann/8/94a/920 raynes/7/818/91

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