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1 © COPYRIGHT ALL RIGHTS RESERVED 2014 ABILA© COPYRIGHT ALL RIGHTS RESERVED 2013 ABILA
MEMBERSHIP +
COMPONENTS + DATA =
SUCCESSFUL GROWTH
STRATEGY RESULTS
Trevor S. Mitchell, CAE
March 4, 2014
2 © COPYRIGHT ALL RIGHTS RESERVED 2014 ABILA
CAE CREDIT
This session is approved to receive CAE credits.
3 © COPYRIGHT ALL RIGHTS RESERVED 2014 ABILA
INTRODUCTION
Trevor Mitchell, CAE
Executive Director of Member
Programs & Services
ARMA International
Follow me on Twitter: @trevm22
#AUDC14
4 © COPYRIGHT ALL RIGHTS RESERVED 2014 ABILA
LEARNING OBJECTIVES
After participating in this session, you will be able to:
 Understand how to leverage component for
membership efforts
 Importance of understanding targets and
communication channels
 See information in action
5 © COPYRIGHT ALL RIGHTS RESERVED 2014 ABILA
WHITE PAPER HISTORY
6 © COPYRIGHT ALL RIGHTS RESERVED 2014 ABILA
IMPORTANCE OF WHITE PAPER
• Relevance of Components in Organization Strategy
• Demonstrated how functional areas can work
together
• Marriage of marketing concepts and leveraging
components
7 © COPYRIGHT ALL RIGHTS RESERVED 2014 ABILA
INTEGRATING COMPONENTS
INTO YOUR STRATEGY
What is the “basic criteria” for a component?
 Area of study
 Geographic
 Potential revenue
 Number of people/size
What is the goal of a component & how does it support the
association’s strategic plan?
How are you collecting data about your components?
8 © COPYRIGHT ALL RIGHTS RESERVED 2014 ABILA
10 QUESTIONS TO ASK
1) Is the component clearly defined within the organization?
2) Does the component reach a primary or secondary marketing of
the association?
3) If the component is a primary market, how will it be funded and/or
supported?
4) If the component is a secondary market, how will it be funded
and/or supported?
5) Does the component extend and complement the mission and
value proposition of the association?
9 © COPYRIGHT ALL RIGHTS RESERVED 2014 ABILA
10 QUESTIONS TO ASK –
(CONTINUED)
1) Can the benefits of the association be achieved more
effectively or inexpensively through a different component?
2) Can the component and the association work together in
harmony to achieve success?
3) Can multiple components be serviced simultaneously to
maximize results?
4) What are the component’s primary channels of communication
to members and prospects?
5) What metrics are to be used in “define success”?
10 © COPYRIGHT ALL RIGHTS RESERVED 2014 ABILA
IMPLEMENTATION
Approach collaboration as an alliance
Gain consensus
Respect their motivation
Keep it simple
Use defined metrics and provide frequent
feedback
11 © COPYRIGHT ALL RIGHTS RESERVED 2014 ABILA
HOW COMPONENTS FURTHER
STRATEGY
Retention
Recruitment
Engagement
Value
12 © COPYRIGHT ALL RIGHTS RESERVED 2014 ABILA
CASE STUDY
13 © COPYRIGHT ALL RIGHTS RESERVED 2014 ABILA
OVERVIEW
Wanted to collaborate with our components for
membership growth
Focused on the following:
 Leverage strengths of HQ and components
 Collaborative efforts
 Make this easy
14 © COPYRIGHT ALL RIGHTS RESERVED 2014 ABILA
CAMPAIGNS
Recruitment
Spring Campaign
 Prospects
 Tracking in
netForum
 Defined roles
Resources to leverage
year round
Retention
Encourage
 Follow up messages
 Leverage peer-to-
peer connections
Streamline data for chapter
use
15 © COPYRIGHT ALL RIGHTS RESERVED 2014 ABILA
YEAR TO YEAR COMPARISON
FY 11-12
79% of Current Members
with Chapter Membership
31% of those terminated
without a chapter
membership
64% join with a chapter
FY 12-13
77% of Current Members
with Chapter Membership
34% of those terminated
without a chapter
membership
82% join with chapter
16 © COPYRIGHT ALL RIGHTS RESERVED 2014 ABILA
WHAT DID WE LEARN?
18% increase in joins with chapter membership year to
year
3% increase in terminations without chapter membership
Chapters are our strongest membership growth channel
17 © COPYRIGHT ALL RIGHTS RESERVED 2014 ABILA
HOW TO START?
Start with the end in mind
 What are you trying to achieve?
 What do you want to know?
Start small and expand from there
Continue to review, modify, and retry
18 © COPYRIGHT ALL RIGHTS RESERVED 2014 ABILA
SUMMARY
Leverage Data to Identify best growth channels
Keep it simple and focused
Define success, measure, and adjust
QUESTIONS?
20 © COPYRIGHT ALL RIGHTS RESERVED 2014 ABILA
ADDITIONAL LEARNING
OPPORTUNITIES
For information about additional resources visit:
 White Paper - 10 Tips to Develop and Effectively
Use Components in Membership Marketing
 Component Relations Handbook – 2nd Edition
 2013 Membership Benchmarking Report
21 © COPYRIGHT ALL RIGHTS RESERVED 2014 ABILA
CONTACT INFORMATION
Presenter Contact Information:
 Trevor S. Mitchell, CAE
 trevor.Mitchell@armaintl.org
 @trevm22
Thank you for your participation!

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2014 avectra user conference membership+components+data=success

  • 1. 1 © COPYRIGHT ALL RIGHTS RESERVED 2014 ABILA© COPYRIGHT ALL RIGHTS RESERVED 2013 ABILA MEMBERSHIP + COMPONENTS + DATA = SUCCESSFUL GROWTH STRATEGY RESULTS Trevor S. Mitchell, CAE March 4, 2014
  • 2. 2 © COPYRIGHT ALL RIGHTS RESERVED 2014 ABILA CAE CREDIT This session is approved to receive CAE credits.
  • 3. 3 © COPYRIGHT ALL RIGHTS RESERVED 2014 ABILA INTRODUCTION Trevor Mitchell, CAE Executive Director of Member Programs & Services ARMA International Follow me on Twitter: @trevm22 #AUDC14
  • 4. 4 © COPYRIGHT ALL RIGHTS RESERVED 2014 ABILA LEARNING OBJECTIVES After participating in this session, you will be able to:  Understand how to leverage component for membership efforts  Importance of understanding targets and communication channels  See information in action
  • 5. 5 © COPYRIGHT ALL RIGHTS RESERVED 2014 ABILA WHITE PAPER HISTORY
  • 6. 6 © COPYRIGHT ALL RIGHTS RESERVED 2014 ABILA IMPORTANCE OF WHITE PAPER • Relevance of Components in Organization Strategy • Demonstrated how functional areas can work together • Marriage of marketing concepts and leveraging components
  • 7. 7 © COPYRIGHT ALL RIGHTS RESERVED 2014 ABILA INTEGRATING COMPONENTS INTO YOUR STRATEGY What is the “basic criteria” for a component?  Area of study  Geographic  Potential revenue  Number of people/size What is the goal of a component & how does it support the association’s strategic plan? How are you collecting data about your components?
  • 8. 8 © COPYRIGHT ALL RIGHTS RESERVED 2014 ABILA 10 QUESTIONS TO ASK 1) Is the component clearly defined within the organization? 2) Does the component reach a primary or secondary marketing of the association? 3) If the component is a primary market, how will it be funded and/or supported? 4) If the component is a secondary market, how will it be funded and/or supported? 5) Does the component extend and complement the mission and value proposition of the association?
  • 9. 9 © COPYRIGHT ALL RIGHTS RESERVED 2014 ABILA 10 QUESTIONS TO ASK – (CONTINUED) 1) Can the benefits of the association be achieved more effectively or inexpensively through a different component? 2) Can the component and the association work together in harmony to achieve success? 3) Can multiple components be serviced simultaneously to maximize results? 4) What are the component’s primary channels of communication to members and prospects? 5) What metrics are to be used in “define success”?
  • 10. 10 © COPYRIGHT ALL RIGHTS RESERVED 2014 ABILA IMPLEMENTATION Approach collaboration as an alliance Gain consensus Respect their motivation Keep it simple Use defined metrics and provide frequent feedback
  • 11. 11 © COPYRIGHT ALL RIGHTS RESERVED 2014 ABILA HOW COMPONENTS FURTHER STRATEGY Retention Recruitment Engagement Value
  • 12. 12 © COPYRIGHT ALL RIGHTS RESERVED 2014 ABILA CASE STUDY
  • 13. 13 © COPYRIGHT ALL RIGHTS RESERVED 2014 ABILA OVERVIEW Wanted to collaborate with our components for membership growth Focused on the following:  Leverage strengths of HQ and components  Collaborative efforts  Make this easy
  • 14. 14 © COPYRIGHT ALL RIGHTS RESERVED 2014 ABILA CAMPAIGNS Recruitment Spring Campaign  Prospects  Tracking in netForum  Defined roles Resources to leverage year round Retention Encourage  Follow up messages  Leverage peer-to- peer connections Streamline data for chapter use
  • 15. 15 © COPYRIGHT ALL RIGHTS RESERVED 2014 ABILA YEAR TO YEAR COMPARISON FY 11-12 79% of Current Members with Chapter Membership 31% of those terminated without a chapter membership 64% join with a chapter FY 12-13 77% of Current Members with Chapter Membership 34% of those terminated without a chapter membership 82% join with chapter
  • 16. 16 © COPYRIGHT ALL RIGHTS RESERVED 2014 ABILA WHAT DID WE LEARN? 18% increase in joins with chapter membership year to year 3% increase in terminations without chapter membership Chapters are our strongest membership growth channel
  • 17. 17 © COPYRIGHT ALL RIGHTS RESERVED 2014 ABILA HOW TO START? Start with the end in mind  What are you trying to achieve?  What do you want to know? Start small and expand from there Continue to review, modify, and retry
  • 18. 18 © COPYRIGHT ALL RIGHTS RESERVED 2014 ABILA SUMMARY Leverage Data to Identify best growth channels Keep it simple and focused Define success, measure, and adjust
  • 20. 20 © COPYRIGHT ALL RIGHTS RESERVED 2014 ABILA ADDITIONAL LEARNING OPPORTUNITIES For information about additional resources visit:  White Paper - 10 Tips to Develop and Effectively Use Components in Membership Marketing  Component Relations Handbook – 2nd Edition  2013 Membership Benchmarking Report
  • 21. 21 © COPYRIGHT ALL RIGHTS RESERVED 2014 ABILA CONTACT INFORMATION Presenter Contact Information:  Trevor S. Mitchell, CAE  trevor.Mitchell@armaintl.org  @trevm22 Thank you for your participation!