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Rebuilding the Volunteer Spirit:
Tales from 5 Associations
August 6, 2013 
10:45 AM – 12 PM
Hashtag: LH97
Join the conversation
http://macpa.cnf.io
Respond to a Poll
Ask a Question
Re-inventing Volunteerism
• Tom Hood – CEO, Maryland Assn. of CPAs
• Org Type: Trade
• Members: 9,000
• Staff: 31 FTE
• ww...
Re-inventing Volunteerism
• The challenge - are you Inside–Out Need to
be innovative, future-focused? But how? 
• Start wi...
How many more projects can we add?
Ever feel like this?
Are your resources trapped here?
• Committees
• Board
• Chapters
• Staff
Think
Association (MACPA)
Vision & Strategy
CPA Profession Vision
Results? More strategic projects
Cool Tools
MBSN - Management by Sticky Notes
i2a: Insights to Action Strategic Thinking 
Grassroots engagement (Townhalls,...
Holistic Approach
• Marc Beebe, CAE – Director, IEEE
Strategic Research
• Org Type: IMO
• Members: 400,000 worldwide
• Sta...
Holistic Approach
• IEEE is very decentralized
• No common agreement on who is a volunteer or #
• Concerns: 
• volunteer p...
Loyalty Programs
• Liz Messner, CAE, IOM – Senior Manager
Membership, Society of Petroleum Engineers 
• Org Type: IMO
• Me...
Loyalty Programs
• Andy Steggles – President
& Chief Social Strategist,
Higher Logic
• www.higherlogic.com
•100 year old
corporate practice
translates well to
volunteerism

Motivate
Engage 
Appreciate
Loyalty Programs
MentorMatch
• Laura Brook – Director, Community
Development, Financial Planning Association
• Org Type: IMO
• Members: xxx...
MentorMatch
• 6-month program 
• Coach involvement
• 3 FPA-led calls:
1. Kick-off – mentors and mentees
2. 2-month check-i...
The ROI of Volunteers
• Tobi Johnson – Aging
Network’s Volunteer
Collaborative, National
Association of Area
Agencies on A...
The ROI of Volunteers
• Two simple ways …
• One more detailed way …
Contact us
• Marc Beebe, CAE, IEEE, marc.beebe@ieee.org 
• Laura Brook, Financial Planning Association,
laurag@fpanet.org
...
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Transcript of "ASAE Rebuilding Volunteer Spirit"

  1. 1. Rebuilding the Volunteer Spirit: Tales from 5 Associations August 6, 2013 10:45 AM – 12 PM Hashtag: LH97
  2. 2. Join the conversation http://macpa.cnf.io Respond to a Poll Ask a Question
  3. 3. Re-inventing Volunteerism • Tom Hood – CEO, Maryland Assn. of CPAs • Org Type: Trade • Members: 9,000 • Staff: 31 FTE • www.macpa.org
  4. 4. Re-inventing Volunteerism • The challenge - are you Inside–Out Need to be innovative, future-focused? But how? • Start with Why & MBSN • Be the catalyst, not the hub: Outside–In • Cool Tools
  5. 5. How many more projects can we add?
  6. 6. Ever feel like this?
  7. 7. Are your resources trapped here? • Committees • Board • Chapters • Staff
  8. 8. Think Association (MACPA) Vision & Strategy CPA Profession Vision
  9. 9. Results? More strategic projects
  10. 10. Cool Tools MBSN - Management by Sticky Notes i2a: Insights to Action Strategic Thinking Grassroots engagement (Townhalls, conferences.io, etc) Vision Alignment Grid Opportunity Portfolio
  11. 11. Holistic Approach • Marc Beebe, CAE – Director, IEEE Strategic Research • Org Type: IMO • Members: 400,000 worldwide • Staff: 1,100 • www.ieee.org
  12. 12. Holistic Approach • IEEE is very decentralized • No common agreement on who is a volunteer or # • Concerns: • volunteer pipeline • getting people actively involved sooner   • Investigation: • comprehensive research program • staff & volunteer focus groups • Surveyed current, former & non-volunteers   • Breaking down silos
  13. 13. Loyalty Programs • Liz Messner, CAE, IOM – Senior Manager Membership, Society of Petroleum Engineers • Org Type: IMO • Members: 110,500 • Staff: 375, 7 Offices • www.spe.org
  14. 14. Loyalty Programs • Andy Steggles – President & Chief Social Strategist, Higher Logic • www.higherlogic.com
  15. 15. •100 year old corporate practice translates well to volunteerism Motivate Engage Appreciate Loyalty Programs
  16. 16. MentorMatch • Laura Brook – Director, Community Development, Financial Planning Association • Org Type: IMO • Members: xxx • Staff: xxx • www.fpanet.org
  17. 17. MentorMatch • 6-month program • Coach involvement • 3 FPA-led calls: 1. Kick-off – mentors and mentees 2. 2-month check-in – mentors separate from mentees 3. Wrap-up: celebrating successes – mentors and mentees • Engages tough audiences – members young and mature.
  18. 18. The ROI of Volunteers • Tobi Johnson – Aging Network’s Volunteer Collaborative, National Association of Area Agencies on Aging
  19. 19. The ROI of Volunteers • Two simple ways … • One more detailed way …
  20. 20. Contact us • Marc Beebe, CAE, IEEE, marc.beebe@ieee.org • Laura Brook, Financial Planning Association, laurag@fpanet.org • Peggy Hoffman, CAE, Mariner Management, phoffman@marinermanagement.com • Tom Hood, Maryland Association of CPAs, tom@macpa.org • Tobi Johnson, Tobi Johnson & Associates, tobi@tobijohnson.com • Liz Messner, CAE, Society of Petroleum Engineers, lmessner@spe.org • Andy Steggles, Higher Logic, LLC, andy@higherlogic.com
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