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Chapter Dashboards – Part 1: What’s Measured is Real


Published on

Recording available here:

In Part 1, we’ll discuss:
- Process for identifying key metrics – what should your chapters be focusing on?
- What are the top metrics to track?
- Internal communication and buy-in for dashboards

Published in: Technology
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Chapter Dashboards – Part 1: What’s Measured is Real

  1. 1. Chapter Dashboards – Part 1: What’s Measured is Real
  2. 2. What’s Measured is Real  Aligning your organization  Engage to create  Setting KPIs Part 1 Series Overview Gather, Rather Than Hunt For Your Data  How to find the data Data Utilization How to Share & Leverage Data  Putting your data to use  Keeping cadence Part 2 Part 3
  3. 3. Today’s Learning Objectives Identify Key Metrics Process for identifying key metrics – what should your chapters be focusing on? Tracking Metrics What are the top metrics to track? Communication & Buy-In Internal communication and buy-in for dashboards
  4. 4. Kyle Bazzy Director of Growth Proud Detroiter Billhighway Technology that solves real problems exclusively for component-based organizations Founded in 1999 Why Are We Qualified?
  5. 5. 01 Project buy-in from HQ & Chapters 02 Budget allocation 03 Best Practices04 Incentives & support Why Dashboards?
  6. 6.
  7. 7. 0 Increased Retention Increased Membership 2x Doubled Membership in 4 States $300k Increased Sponsorship Revenue 38%24% $70k Increase Product Sales Presentation | Recording Imagine This…
  8. 8. When done right, the chapter experience can be one of the biggest drivers of member retention. ARMA members named their chapter engagement as their top benefit on member- satisfaction surveys, [Trevor] Mitchell said. “If we’re investing in them, it increases our national retention rate and growth rate.” "What gets measured, gets managed." Peter Drucker
  9. 9. 18% What are the strategic objectives at HQ? 1. Start with chapters 2. Be genuine 3. Be present I. Aligning Your Organization 01 What are your chapter’s strategic objectives? (if different) Question: 02  What does leadership value?  What are they measuring?  What are they investing in?  What support do they want from HQ?
  10. 10. 18% Strategic Objective Example: Increase engagement of membership Outcome: Finding new ways to provide additional support to chapters of respondents said that chapter/local peer networking is their primary reason for belonging to FEI 86%
  11. 11. Have you sat down with your board or leadership to determine your KPIs? Poll Question #1
  12. 12. II. Engage to Create How did Dresden start tracking? Face-to-face, two-way communication w/ leaders Held chapters to standards & rewrote bylaws
  13. 13. Use Data to Tell a Story…
  14. 14. Councils/Retention-Incentives.aspx Incentives
  15. 15. Best Practices Support & Incentivize Identify & Replicate
  16. 16. What are the top metrics you measure, if any? Poll Question #2
  17. 17. Typically should fall under:  Membership  Financial  Activity  Perceptions 13/driving-association-components-success-with-dashboards Accessible Understandable Actionable III. Setting KPIs Interpretation
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  19. 19. Leading KPIs  Typically “output” oriented  Easy to measure, but hard to improve or influence  Allows you to track how things are going  Precursor to direction of something/related to staff/volunteer activities  Can change quickly Leading vs. Lagging KPIs Lagging KPIs  Typically input oriented  Hard to measure and easy to influence  Backward-focused or “trailing”  Typically financial indicators such as revenue, profit, cost
  20. 20. Chapter % Total % chapter revenue vs. overall Age YOY Average age of your members YOY Turnover New member turnover Top Metrics We See 08/53wykk/13992/174650/Chapter_Dashboard_v3.pdf Membership Total membership count Contact Reasons for contact Category Revenue by product category A/R Aging A/R aging by chapter & overall
  21. 21. Dashboard Examples  New Relic (formerly Ducksboard)  Tableau  Domo  iDashboards  BroadPoint  Klipfolio
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  27. 27. Lessons Learned 01 Know what is important to your organization 02 Strategic alignment & communication 03 Tackle 2-3 KPIs to start…04 Low hanging fruit Top 10% & bottom 10%05
  28. 28. Q&A – Ask Away!
  29. 29. Date: Wednesday, November 9th Time: 12:00-12:45 pm E.S.T. Learning Objectives: • Provide tools and process for identifying status of current data processes • Understanding what steps you can take to improve the data gathering process • What tools are organizations using (And what’s better than Excel…) Chapter Dashboards – Part 2: Gather, rather than hunt for your data What’s Up Next? Chapter Dashboards – Part 3: Data Utilization – How to share & leverage your data Date: Wednesday, November 16th Time: 12:00-12:45 pm E.S.T. Learning Objectives: • Understand and reflect on how data is shared in your organization • How data is used to make decisions in your organization • What data do you already have that would be valuable to yourself or other decision makers?
  30. 30. • ASAE/Associations Now • Component Relations • Governance Structure • The State of Association Chapters • Mariner Management • Driving Component Success with Performance Dashboards • Chapter Performance Dashboards • Tech Tools for Chapters • Marketing General Inc. • • People Power Unlimited • • Active Chapter Video Series • Association Success • Transform Culture • Books: • Transformational Governance: How Boards Achieve Extraordinary Change • Component Relations Handbook: A Guide to Successfully Managing and Motivating Chapters, Affiliates, and other Member Groups • Membership Essentials: Recruitment, Retention, Roles, Responsibilities, and Resources, 2nd Edition • What Makes High-Performing Boards • Whitepapers • The Association EXEC's Guide to Improving Organizational Performance Additional Resources
  31. 31. Knowledge Share Session Chat about a chapter project, initiative or challenge that you have on your plate. Even if it’s just to bounce some ideas around or hear what we’ve seen other use. Additional Resources
  32. 32. Kyle Bazzy 586.480.6419 (cell) AMA: Ask Me Anything