How to have successful chapters in your organization.

1. BUILDING BLOCKS OF SUCCESSFUL COMPONENTS
TREVOR S. MITCHELL, CAE

2. OVERVIEW
 Foundation of Successful Components
 Evolution of Metrics
 Maturity Model
 What do we do?

3. FOUNDATION OF SUCCESSFUL COMPONENTS
 Extension of larger organization
 Focused on specific area
 Working with members and leader

4. CORE AREAS
 Governance
 Membership
 Meetings
 Education
 Network/Community
 Communication

5. COMPARISON
Similar
 Common Purpose
 Education
 General Structure and Operations
Differences
 Legal entity
 Focus – industry, subject, geography, etc.
 Member needs/demands

6. ROLE OF COMPONENT AND LEAD ASSOCIATION
 Focus on partnership
 Defined levels of service
 What Component Provides
 What Lead Association Provides
 Ongoing relationship development

7. MEASUREMENT OF SUCCESSFUL COMPONENTS
 Members are satisfied and needs are being met
 Strong governance practices
 Solid financial situation
 Positive working relationship

8. DISCUSSION

9. EVOLUTION OF METRICS

10. WHY HAVE METRICS
 Measure from one point to the other.
 Identify successes and opportunities for growth
 Create focus

11. VARIOUS LEVELS
 Financial Performance
 Understanding Customers
 Marketing Efforts
 Operational Performance
 Employee Performance
 Environmental and Social Sustainability Performance
The 75 KPIs Every Manager Needs to Know

12. SIMPLIFIED TO COMPLEX
 Member Growth
 Member Retention
 Meeting Attendance
 Satisfaction Survey
 Member Lifetime Value
 Member Engagement
 Percentage of events Members Attend

13. WHAT TO MEASURE?

14. SHARE WHAT WE’VE DONE
Organizational Goals
 Overall Revenue Growth
 IG Leadership and Market Credibility
 IG Market Penetration
 Customer Growth/Value
 Operational Efficiency
Component Goals
 Quality Education and Experiences at all levels of
the association
 Unified branding at all levels of the association
 Assistance in streamline governance and
operational actions for volunteers

15. DISCUSSION

16. MATURITY MODEL

17. SUCCESS IS DIFFERENT FOR EVERYONE

18. WHAT’S RIGHT FOR YOU?
Level 1 Level 2 Level 3 Level 4
Track meeting
attendance to get an
idea of trends
Track meeting attendees
by member vs. non-
member to identify
trends
Track meeting attendees
by number of times they
attend a meeting during
the coarse of the year
and new prospects
added.
Track meeting attendees
by promotional offer to
see impact of attending
along with variance of
meeting attendance per
individual.
Meeting Measurement
Example
No level is better than the other,
you do what’s right for you!

19. DISCUSSION

20. WHAT DO WE DO WITH THIS?

21. NEXT STEPS
 Identify what would make your chapter successful.
 Look at the Success Metrics for ISA
 Where to start

22. USE INFORMATION
 Start off simple
 Identify the data you have and what you would need
 Make this simple to not spend hours on the numbers

23. PLANNING/STRATEGY
 Map your success measurements to your strategy
 Identify gaps that need to be addressed.
 Identify items that need to be removed as they are not a focus.

24. MOVING THINGS FORWARD
 Remember this is going to take time to implement.
 It will get easier as you go along.
 Keep open conversations going.

25. DISCUSSION

26. WRAP UP
 Foundation of Successful Components
 Evolution of Metrics
 Maturity Model
 What do we do?

27. QUESTIONS

28. CONTACT INFO
Trevor Mitchell, CAE
Executive Director of Membership & Technology
ARMA International
@trevm22
www.trevormitchellcae.com
www.linkedin.com/in/trevorsmitchell/

29. THANK YOU