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The 5 Most Important
Metrics for your
Components
Let’s explore the habits that components
and CRPs need to drive success.
What tech tools will help lessen
the administrative burden on
my chapter leaders?
How do I build more resilient
components and volunteers?
Ask the Hosts…
CEX 2.0 WORKSHOPS
Building Component
Success
Time: 9:30 AM – 4:30 PM ET
Price: $149
Location: AGU Conference
Center
Register →
WASHINGTON, D.C.
April 18
Time: 9:30 AM – 4:30 PM CT
Price: $149
Location: Association Forum
Register →
CHICAGO
April 20
Habits to Build in
Your Components
5
Track key data & use to make
data-driven decisions.
Engagement by individual
Registration trends
Program level member satisfaction
Renewal rate
Habit #1
6
Use tech to streamline tasks
& support data collection.
Make your chapter user-friendly
Assure chapter is visible & accessible
Support good decision making
Reduce volunteer responsibility
Habit #2
7
Make the connection to the
larger community.
Share the big picture – we’re connected!
Support collaboration rather than
competition
Habit #3
8
Orient, onboard & train
volunteers.
Invest in your volunteers!
Access to training, resources
Use your new member onboarding as a
steppingstone
Habit #4
9
Lead with the member.
Know your member
Drawing members into planning and
feedback
Recognize that volunteer leaders are
statistically different
Habit #5
Important Metrics &
Trends to Watch
11
Make it worth your/their time!
Count things that COUNT
Count things we CAN count
Count & report consistently & graphically
Track trends over time
o Look for lagging / leading indicators
Check the fit
Principles to Embrace
12
Member engagement - % of
members participating.
Quick Poll - What (should) we count?
It’s all about behavior
Follow the demographics
Check the fit
Metric #1
13
Program level member
satisfaction.
Quick Poll - (When) do we count?
Keep it simple (5-star poll)
Focus on meaningful outcomes
Ask!
Check the fit
Metric #2
14
Volunteer participation.
Quick Poll – How much do they volunteer?
Percentage of Members
Demographics of volunteers
Using exit interviews
Metric #3
15
Rolling contribution to
reserves (Net Profit).
Positive...most of the time
6-12 months operating expenses
Not a bank!
Metric #4
16
Member Renewal rate
Quick Poll – Unified or separate dues?
Tracking renewal rate & trends
Use to confirm chapter impact
Check the correlation between renewal and
chapter performance on metrics
Check the fit
Metric #5
But how do you get
component data?
While your components use Billhighway to
operate better, we organically begin to collect
data that allows you to measure . . .
• Component Performance Data
• Member (or non-member) Engagement Data
• Component Financial Data
Habits We Need to Break
in Components…
Auto pilot Poor
financial
practices
Poor
member
data
practices
Sporadic
communicat
ions
01 02 03 04
Focus on
new rather
than
retention
05
6 Habits to Build in Your
Components (& for CRPs)
March 15th
12:00 – 1:00 pm EST
Earn 1 CAE Credit
Join Us in
March!
CEX 2.0 WORKSHOPS
Building Component
Success
Time: 9:30 AM – 4:30 PM ET
Price: $149
Location: AGU Conference
Center
Register →
WASHINGTON, D.C.
April 18
Time: 9:30 AM – 4:30 PM CT
Price: $149
Location: Association Forum
Register →
CHICAGO
April 20
Billhighway Mariner Management
• Current financial reporting
• Chapter member engagement
data
• Number of events they’re hosting
• Types of events they’re hosting
• Percentage of members and non-
members attending
• Discovering your chapter ROI
• Innovating your chapter structure
• Rethinking your volunteer strategy
• Training & developing chapters
leaders
• In-depth & quick bites
Tap
us
for…
With Billhighway, you can see chapter
performance data in real time—no
more nagging chapters for:
Want more? Contact us for a 15
minute chat.
Your chapters need help? You
need help with your chapters?
Want more? Contact us for a 15
minute chat.
Thank You!

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5 Most Important Metrics and Habits for Driving Component Success

  • 1. The 5 Most Important Metrics for your Components Let’s explore the habits that components and CRPs need to drive success.
  • 2. What tech tools will help lessen the administrative burden on my chapter leaders? How do I build more resilient components and volunteers? Ask the Hosts…
  • 3. CEX 2.0 WORKSHOPS Building Component Success Time: 9:30 AM – 4:30 PM ET Price: $149 Location: AGU Conference Center Register → WASHINGTON, D.C. April 18 Time: 9:30 AM – 4:30 PM CT Price: $149 Location: Association Forum Register → CHICAGO April 20
  • 4. Habits to Build in Your Components
  • 5. 5 Track key data & use to make data-driven decisions. Engagement by individual Registration trends Program level member satisfaction Renewal rate Habit #1
  • 6. 6 Use tech to streamline tasks & support data collection. Make your chapter user-friendly Assure chapter is visible & accessible Support good decision making Reduce volunteer responsibility Habit #2
  • 7. 7 Make the connection to the larger community. Share the big picture – we’re connected! Support collaboration rather than competition Habit #3
  • 8. 8 Orient, onboard & train volunteers. Invest in your volunteers! Access to training, resources Use your new member onboarding as a steppingstone Habit #4
  • 9. 9 Lead with the member. Know your member Drawing members into planning and feedback Recognize that volunteer leaders are statistically different Habit #5
  • 11. 11 Make it worth your/their time! Count things that COUNT Count things we CAN count Count & report consistently & graphically Track trends over time o Look for lagging / leading indicators Check the fit Principles to Embrace
  • 12. 12 Member engagement - % of members participating. Quick Poll - What (should) we count? It’s all about behavior Follow the demographics Check the fit Metric #1
  • 13. 13 Program level member satisfaction. Quick Poll - (When) do we count? Keep it simple (5-star poll) Focus on meaningful outcomes Ask! Check the fit Metric #2
  • 14. 14 Volunteer participation. Quick Poll – How much do they volunteer? Percentage of Members Demographics of volunteers Using exit interviews Metric #3
  • 15. 15 Rolling contribution to reserves (Net Profit). Positive...most of the time 6-12 months operating expenses Not a bank! Metric #4
  • 16. 16 Member Renewal rate Quick Poll – Unified or separate dues? Tracking renewal rate & trends Use to confirm chapter impact Check the correlation between renewal and chapter performance on metrics Check the fit Metric #5
  • 17. But how do you get component data?
  • 18. While your components use Billhighway to operate better, we organically begin to collect data that allows you to measure . . . • Component Performance Data • Member (or non-member) Engagement Data • Component Financial Data
  • 19. Habits We Need to Break in Components… Auto pilot Poor financial practices Poor member data practices Sporadic communicat ions 01 02 03 04 Focus on new rather than retention 05
  • 20. 6 Habits to Build in Your Components (& for CRPs) March 15th 12:00 – 1:00 pm EST Earn 1 CAE Credit Join Us in March!
  • 21. CEX 2.0 WORKSHOPS Building Component Success Time: 9:30 AM – 4:30 PM ET Price: $149 Location: AGU Conference Center Register → WASHINGTON, D.C. April 18 Time: 9:30 AM – 4:30 PM CT Price: $149 Location: Association Forum Register → CHICAGO April 20
  • 22. Billhighway Mariner Management • Current financial reporting • Chapter member engagement data • Number of events they’re hosting • Types of events they’re hosting • Percentage of members and non- members attending • Discovering your chapter ROI • Innovating your chapter structure • Rethinking your volunteer strategy • Training & developing chapters leaders • In-depth & quick bites Tap us for… With Billhighway, you can see chapter performance data in real time—no more nagging chapters for: Want more? Contact us for a 15 minute chat. Your chapters need help? You need help with your chapters? Want more? Contact us for a 15 minute chat.

Editor's Notes

  1. Learn the 5 essential metrics you should be measuring in 2023.
  2. Let’s Meet the Team – This webinar is brought to you by the fab partnership of Billhighway & Mariner Management! @Billhighway – Chapter Management Solution. We increase ROI across your entire organization by providing technology tools to help chapters perform better; as well as delivering member engagement and component performance data to headquarters. @Peggy - Mariner – Let’s create the greatest possible value for your members and volunteers! Our Shared Purpose​ To build community the component relations community and connect CRPs. 
  3. Save the date & register for CEX 2.0 Workshop in DC or Chicago! Should have received save the date this week Register now >> https://CEXBuildingComponentSuccessWashDC.eventbrite.com https://CEXBuildingComponentSuccessChicago.eventbrite.com https://www.eventbrite.com/o/billhighway-amp-mariner-management-14579915962#events
  4. Track key data & use it to make data driven decisions  We’re going to dive more deeply in this one …
  5. Use technology to streamline tasks, support data collection, and assure your chapter is visible & accessible. really focusing on is access to reports that help drive decisions Tech to assure chapter is visible & accessible User-friendly
  6. Clearly make the connection to the larger community, i.e., national organization and other chapters – highlight that we’re one community  Share news from national/global association as well as other chapters Link to national organization on website Regularly highlight the larger community in communications, at meetings
  7. Take time to orient, onboard and train your volunteers  New member onboarding that connects to volunteering Provide orientation and onboarding for all volunteers Connect volunteers to any training offered by national
  8. Lead with the member  Know your member – through personal communication Create a member profile Draw members into planning and feedback
  9. Important Metrics and Trends to watch – measures should be within the control of the chapter
  10. Member engagement - % of members participating in chapter programs  Elements of Engagement (Poll 1) It’s All About Behavior Look at the demographics What engagement metrics do your chapters currently count? (Check all that apply.) Registration Show/No Show Attendance Volunteer – Ad Hoc (Content Reviewer, On-Site Help, Mentor, etc.) Volunteer – Committee/Board Membership Volunteer – Committee/Board Leadership Recruiter Speaker/Presenter Donor Influencer Other (Describe in Chat)
  11. Member engagement - % of members participating in chapter programs  Elements of Engagement (Poll 1) It’s All About Behavior Look at the demographics What engagement metrics do your chapters currently count? (Check all that apply.) Registration Show/No Show Attendance Volunteer – Ad Hoc (Content Reviewer, On-Site Help, Mentor, etc.) Volunteer – Committee/Board Membership Volunteer – Committee/Board Leadership Recruiter Speaker/Presenter Donor Influencer Other (Describe in Chat)
  12. Program level member satisfaction  POLL: How often do your chapters ask members about their satisfaction? After most events One or two times a year Rarely or Never Other (Describe in Chat) Keep it simple (e.g., 5 star reputational) Focus on meaningful outcomes Ask!
  13. Volunteer participation  % of Membership (Poll 3) Look at the demographics Exit interviews? Poll: Over the last three years, has chapter volunteering… Increased Decreased Stayed the Same
  14. Rolling Contribution to Reserves (Net Profit) (Should be > 0)  6-12 Months Operating Expenses Not a bank!
  15. Renewal rate (chapter dependent?)  Unified or independent dues? Confirm chapter impact (Poll 4) Correlation between renewal and chapter performance on above metrics POLL: Our chapter members pay … Unified dues which include both central organization and chapter membership Separate dues for central organization and chapters Other (Describe in Chat)
  16. Peter transition to Mark… There are systems that can help you get the data and Billhighway is one of them...
  17. @Mark – Talk about how Billhighway can help measure all of these different metrics automatically… You can’t manage what you can’t measure. You need to understand what’s going on with member engagement in each chapter so you can show them how to recover at-risk memberships before it’s too late. You need a way to peek behind the curtain and see what’s happening in your chapters right now. You need to know how (or if) members are participating in chapter activities so you can ensure membership value is delivered and membership dues revenue is received. You have access to chapter data that allows you to benchmark and understand the correlations between chapter activities and performance.    Once you’ve identified low-performing chapters, you know where to allocate more of your time and where to step in to provide coaching and resources. 
  18. Habits we need to break in component (we’ll go in more detail in March)  Auto pilot  Poor financial practices  Poor member data practices  Sporadic communications  Focus on new rather than retention 
  19. Stay tuned for our March webinar!   We'll talk about habits we need to break in component (we’ll go in more detail in March)  Auto pilot  Poor financial practices  Poor member data practices  Sporadic communications  Focus on new rather than retention  Webinar: 6 Habits to Build in Your Components (& for CRPs) Date: March 15, 2023  Time: 12-1 pm ET  CAE: Earn 1 CAE credit  Register >> We'll share the registration link via the follow-up email 
  20. Save the date & register for CEX 2.0 Workshop in DC or Chicago! Should have received save the date this week Register now >> https://CEXBuildingComponentSuccessWashDC.eventbrite.com https://CEXBuildingComponentSuccessChicago.eventbrite.com https://www.eventbrite.com/o/billhighway-amp-mariner-management-14579915962#events
  21. Billhighway Software like Billhighway allows for a healthy balance of association visibility and chapter autonomy. You can see chapter performance data in real time—no nagging required. For example, with Billhighway, you can see the: Full financial picture of chapters Insight into member data Number of events chapters are hosting Types of events they’re hosting Percentage of members attending Percentage of non-members attending Mariner We are all about optimizing your local presence, whether it’s the traditional chapter or something else. We help you empower volunteers, improve the member experience, answer tough questions about components.
  22. Any questions? Thank you! Remember to check out our resources >> https://www.billhighway.co/associations/resources/ https://marinermanagement.com/resources Subscribe to our newsletters >> https://www2.billhighway.co/Subscribe https://marinermanagement.com/resources/subscribe/