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Fighting for Relevance
Being relevant to members in a constantly changing world
Cathi Hight, The Membership Specialist
• President of Hight Performance Group
• The nation’s member retention specialist
• Developer of The Member Retention Kit and A
New Approach to Tiered Membership
• National instructor for the U.S. Chamber’s
Institute for Organization Management (IOM)
• Previously was Vice President of Operations
for the Chamber of Commerce of Hawaii
• Serves on the Member Relations Council for
the Austin Chamber
• Is a member of the:
– Association of Chamber of Commerce Executives
(ACCE)
– American Society of Association Executives
(ASAE)
© 2013 Hight Performance Group
© 2015 Hight Performance Group, Inc. 2Fighting for Relevance
Change is All Around Us
© 2015 Hight Performance Group, Inc. 3Fighting for Relevance
Driving Forces Create Challenges
• The Recession and the Recovery
o Housing meltdown
o Wall Street tumbles
o Massive layoffs
• Demographics
o Aging Boomers exit the workforce 
o Millennials dominate the workforce 
o Different generations, different values
• Technology
o Social media revolution
o Cloud computing
o Mobile society
• Time Poverty
o People are busier than ever
o ROI expectations  for time invested
o Board size, volunteers and attendance 
4© 2015 Hight Performance Group, Inc. Fighting for Relevance
How This Relates to Fundraisers and Donors
© 2015 Hight Performance Group, Inc. 3Fighting for Relevance
GENERATION DIFFERENCES (Generations and the Future of Association Participation report)
1946 - 1964 1965 - 1980 1981 - 2000
Baby Boomers Generation X, Gen X, Xers Generation Y, Gen Y,
Millennial, Echo Boomers
Characteristics • Hard work leads to success
• Loyal to brands
• Confident
• Competitive
• Rebellious to status quo icons
• Anti-authority
• Self-reliant and autonomous
• Family-focused
• Cautious
• Limited loyalty
• Digital Society
• Feel entitled to a “seat at the table”
• Lateral, collective problem solving
• Globally and diversity inclusive
• Immediate ROI and feedback
Their Experiences Grew up in time of affluence. Reared to
pursue the American Dream.
Children of workaholics and divorce,
cable TV. Reared to be self-sufficient
(latch key kids).
Micro-managed by parents, born with
technology, always rewarded for
participation. Reared to be high
achievers.
Communication Style • Prefer detailed face-to-face dialog or via
phone
• Appreciate in-person meetings
• Believe no news is good news
• Prefer concise communication
without over-explaining
• Clichés or corporate jargon
• Prefer e-mails
• Prefer frequent feedback and problem
solving via technology instead of
phone calls or meetings
• Collaborative
Problems They Are
Facing Right Now
• Dwindling retirement funds
• Job dislocation
• Rising health care costs or inadequate
health care coverage
• Debt
• Caring for young children and aging
parent
• Balancing life and career
• Stuck in middle management
• Debt
• Unemployment
• Difficulty transitioning from college to
career
• Negative stereotypes
• Being taken seriously
Why They Join • Opportunities to lead and leave a legacy
• Support social causes
• Opportunities to further careers and
upper leadership positions
• Opportunities to learn from others
• Support social causes
Volunteer Styles • Want to lead and manage others
• Serve on committees and teams
• Like to hold regular meetings and
discuss strategies
• Want autonomy
• Opportunity for key leadership role
• Hate being micromanaged or
meeting just to meet and waste time
• Work on teams for outcomes
• Lack of hierarchy
• Recognition of teammates
• Collaborative content, decisions
Flaws • “Been there done that” attitude
• Not always open to new ideas
• Difficulty committing
• Tend to have a “wait and see”
approach
• Short attention spans
• Expect immediate responses
• Asks “what’s in it for me?”
Turn-offs • Constant change
• Lack of respect for past loyalty
• Chaos, distrust, loyalty that goes
unrewarded
• Dismissing new ideas because of
their lack of experience
6
Different Generations, Different Values
© 2015 Hight Performance Group, Inc. Fighting for Relevance
Are Millennials Joiners?
“Younger people seek and demand a return for
membership, including tangible member
services, high levels of accountability,
identifiable career advantages, a sense of
professional community, and opportunities to
serve within associations.”
Generations and the Future of Association Participation
published by the William E. Smith Institute for Association Research
7© 2015 Hight Performance Group, Inc. Fighting for Relevance
Common Member Interests and Needs
© 2015 Hight Performance Group, Inc. Fighting for Relevance 7
Community/Industry Investors
•Mission funders
•Long-term vision, strategic direction
•Business-friendly environment
•Support sustainability for all
•Do the right thing (civic-minded)
Community/Industry Builders
•Sustainable, thriving economy
•Business-friendly environment
•Seen as a leader, strong brand
•Execute on corporate initiatives
•Workforce development
Business Investors
•Lower operational costs, regulations
•Advertising and marketing to drive
traffic and sales w/out involvement
•Attract and retain skilled staff
•Access to experts, best practices
Business Builder
•Just-in-time needs (leads=sales)
•Immediate ROI w/ limited investment
•Exposure, connections
•Personal visibility
•I am the brand
Member/Donor Profile Matrix
Get Something Done Through You
Get Something for Their Business
INVESTED
INVOLVED
9© 2015 Hight Performance Group, Inc. Fighting for Relevance
Top Membership Model Trends
and what fundraisers can learn too
• Customized
– Members custom-build their membership
packages to suite their interests and needs
(base membership + add-ons)
– Pros: Members choose what they want, which
leads to higher engagement
– Cons: Members may not value benefits
• Electronic (virtual)
– Membership restricted to web-based
resources and programming
– Pros: New streams of revenue are added with
incurring expenses (e.g., printing)
– Cons: Memberships provide limited access so
they generate less revenue
• International
– Membership is accessible worldwide
– Pros: Membership expands into new markets
– Cons: Benefits may need to be developed and
engagement be more difficult
• Multitier
– Menu of membership options based on
interests, professional designation, budget
– Pros: Members like being able to choose
which options best suit their needs
– Cons: Requires the ability to manage
multiple benefits for multiple audiences
• Open (freemium)
– Membership does not require the payment
of dues
– Pros: Leads to substantial membership
growth (more people in the playground)
– Cons: People perceive there’s no value
because there’s no cost to join
10© 2015 Hight Performance Group, Inc. Fighting for Relevance
Transformation
Old New
Programs: Strategic, multi-media,
solution/cause-oriented
Boards: Small, Experts, Diverse
Financial Model: Multi-Revenue Sources
Motto: Get involved, get results
Programs: Add++, in-person, variety
Boards: Large, CEOs, Boomers
Financial Model: Fair share dues & events
Members: Local Members: Local & global
11
Motto: Access, Resources, Solutions
© 2015 Hight Performance Group, Inc. Fighting for Relevance
Offer What Matters
Understand What
Matters to Them
3 Strategies to Consider
Identify Your Roles
12© 2015 Hight Performance Group, Inc. Fighting for Relevance
• Find out about
member/donor
challenges
o Surveys
o Interviews
o Quick Polls
o Phone Calls
o Focus Group
13© 2015 Hight Performance Group, Inc. Fighting for Relevance
• Leverage tools like
MySidewalk to
educate and poll
members / donors
on issues
• Sidewalk Insights
provides response
analytics by age, zip
code, and other
demographics
14© 2015 Hight Performance Group, Inc. Fighting for Relevance
Strategy #2 Identify Your Roles
Global
Competency
Community
Development
International
Development
Mission
Sustainability
Advocacy/
Political
Action
Workforce
Development
?
Leadership
&
Development
15© 2015 Hight Performance Group, Inc. Fighting for Relevance
• Ask members / donors if they
value what you offer
o Surveys
o Interviews
o Quick Polls
o Phone Calls
o Focus Groups
16© 2015 Hight Performance Group, Inc. Fighting for Relevance
Benefit Areas Solutions
• Access for the specific needs
of the type of member / donor
• Resources that are available
through people, partners,
publications, and virtually
• Solutions that matter to the
member / donor
– Strengthening the local economy
– Building corporate brand
– Education/skills development
– Mentoring, counseling, experts
– Information (FYI, Just in Time)
– Visibility (marketing, exposure)
– Connections to the right audience
• Tiered benefits model that align with
interests, needs, budgets
• Unique opportunities through your
relationships and expertise
• Web sites with self-serve opportunities
(portals to members-only sections)
• Social networking (Special Interest
Groups with exclusive access, collective
content development)
• Virtual events (e.g., webinars, webcasts,
podcasts, conferences, forums, expos)
• Partnerships that deliver resources &
value for specific business needs
– Online, virtual education
– Buy/sell portals (for RFPs, quotes, barters)
– GIS services
– Talent portals, assessments, internships
– Commercial property listings
Align Your Benefits for Access,
Resources & Solutions
© 2015 Hight Performance Group, Inc. Fighting for Relevance 15
Provide Virtual Education
16© 2015 Hight Performance Group, Inc. Fighting for Relevance
Offer Peer-to-Peer Collaboration
SIGS
17© 2015 Hight Performance Group, Inc. Fighting for Relevance
Strategically Connect Members / Donors
AboutOurwork.com
© 2015 Hight Performance Group, Inc. 18Fighting for Relevance
https://www.youtube.com/watch?v=rNT97J-8b94
It’s Time to Think Strategically
FROM TO
SINGLE ENTITY
GLOBAL ACCESS
TRANSFORMATIONALTRANSACTIONAL
LOCALIZED
COLLABORATIVE
SOLUTION-FOCUSEDEVENT-FOCUSED
21© 2015 Hight Performance Group, Inc. Fighting for Relevance
Are You Ready for the New?
Future of Being Relevant
Future
of
Business
Future
of Associations
and Charities
22© 2015 Hight Performance Group, Inc. Fighting for Relevance
• Trends are changing the landscape for our
members, donors, and communities
• Know the concerns of constituents and realize that
different types of members / donors have different
values and interests
• Consider your role and how you can best serve the
community and members / donors
• Associations and charities need to adapt what they
offer and how they engage to meet the changing
needs of their target markets or they’ll become
non-essential
Summary
23© 2015 Hight Performance Group, Inc. Fighting for Relevance

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Fighting for relevance

  • 1. Fighting for Relevance Being relevant to members in a constantly changing world
  • 2. Cathi Hight, The Membership Specialist • President of Hight Performance Group • The nation’s member retention specialist • Developer of The Member Retention Kit and A New Approach to Tiered Membership • National instructor for the U.S. Chamber’s Institute for Organization Management (IOM) • Previously was Vice President of Operations for the Chamber of Commerce of Hawaii • Serves on the Member Relations Council for the Austin Chamber • Is a member of the: – Association of Chamber of Commerce Executives (ACCE) – American Society of Association Executives (ASAE) © 2013 Hight Performance Group © 2015 Hight Performance Group, Inc. 2Fighting for Relevance
  • 3. Change is All Around Us © 2015 Hight Performance Group, Inc. 3Fighting for Relevance
  • 4. Driving Forces Create Challenges • The Recession and the Recovery o Housing meltdown o Wall Street tumbles o Massive layoffs • Demographics o Aging Boomers exit the workforce  o Millennials dominate the workforce  o Different generations, different values • Technology o Social media revolution o Cloud computing o Mobile society • Time Poverty o People are busier than ever o ROI expectations  for time invested o Board size, volunteers and attendance  4© 2015 Hight Performance Group, Inc. Fighting for Relevance
  • 5. How This Relates to Fundraisers and Donors © 2015 Hight Performance Group, Inc. 3Fighting for Relevance
  • 6. GENERATION DIFFERENCES (Generations and the Future of Association Participation report) 1946 - 1964 1965 - 1980 1981 - 2000 Baby Boomers Generation X, Gen X, Xers Generation Y, Gen Y, Millennial, Echo Boomers Characteristics • Hard work leads to success • Loyal to brands • Confident • Competitive • Rebellious to status quo icons • Anti-authority • Self-reliant and autonomous • Family-focused • Cautious • Limited loyalty • Digital Society • Feel entitled to a “seat at the table” • Lateral, collective problem solving • Globally and diversity inclusive • Immediate ROI and feedback Their Experiences Grew up in time of affluence. Reared to pursue the American Dream. Children of workaholics and divorce, cable TV. Reared to be self-sufficient (latch key kids). Micro-managed by parents, born with technology, always rewarded for participation. Reared to be high achievers. Communication Style • Prefer detailed face-to-face dialog or via phone • Appreciate in-person meetings • Believe no news is good news • Prefer concise communication without over-explaining • Clichés or corporate jargon • Prefer e-mails • Prefer frequent feedback and problem solving via technology instead of phone calls or meetings • Collaborative Problems They Are Facing Right Now • Dwindling retirement funds • Job dislocation • Rising health care costs or inadequate health care coverage • Debt • Caring for young children and aging parent • Balancing life and career • Stuck in middle management • Debt • Unemployment • Difficulty transitioning from college to career • Negative stereotypes • Being taken seriously Why They Join • Opportunities to lead and leave a legacy • Support social causes • Opportunities to further careers and upper leadership positions • Opportunities to learn from others • Support social causes Volunteer Styles • Want to lead and manage others • Serve on committees and teams • Like to hold regular meetings and discuss strategies • Want autonomy • Opportunity for key leadership role • Hate being micromanaged or meeting just to meet and waste time • Work on teams for outcomes • Lack of hierarchy • Recognition of teammates • Collaborative content, decisions Flaws • “Been there done that” attitude • Not always open to new ideas • Difficulty committing • Tend to have a “wait and see” approach • Short attention spans • Expect immediate responses • Asks “what’s in it for me?” Turn-offs • Constant change • Lack of respect for past loyalty • Chaos, distrust, loyalty that goes unrewarded • Dismissing new ideas because of their lack of experience 6 Different Generations, Different Values © 2015 Hight Performance Group, Inc. Fighting for Relevance
  • 7. Are Millennials Joiners? “Younger people seek and demand a return for membership, including tangible member services, high levels of accountability, identifiable career advantages, a sense of professional community, and opportunities to serve within associations.” Generations and the Future of Association Participation published by the William E. Smith Institute for Association Research 7© 2015 Hight Performance Group, Inc. Fighting for Relevance
  • 8. Common Member Interests and Needs © 2015 Hight Performance Group, Inc. Fighting for Relevance 7
  • 9. Community/Industry Investors •Mission funders •Long-term vision, strategic direction •Business-friendly environment •Support sustainability for all •Do the right thing (civic-minded) Community/Industry Builders •Sustainable, thriving economy •Business-friendly environment •Seen as a leader, strong brand •Execute on corporate initiatives •Workforce development Business Investors •Lower operational costs, regulations •Advertising and marketing to drive traffic and sales w/out involvement •Attract and retain skilled staff •Access to experts, best practices Business Builder •Just-in-time needs (leads=sales) •Immediate ROI w/ limited investment •Exposure, connections •Personal visibility •I am the brand Member/Donor Profile Matrix Get Something Done Through You Get Something for Their Business INVESTED INVOLVED 9© 2015 Hight Performance Group, Inc. Fighting for Relevance
  • 10. Top Membership Model Trends and what fundraisers can learn too • Customized – Members custom-build their membership packages to suite their interests and needs (base membership + add-ons) – Pros: Members choose what they want, which leads to higher engagement – Cons: Members may not value benefits • Electronic (virtual) – Membership restricted to web-based resources and programming – Pros: New streams of revenue are added with incurring expenses (e.g., printing) – Cons: Memberships provide limited access so they generate less revenue • International – Membership is accessible worldwide – Pros: Membership expands into new markets – Cons: Benefits may need to be developed and engagement be more difficult • Multitier – Menu of membership options based on interests, professional designation, budget – Pros: Members like being able to choose which options best suit their needs – Cons: Requires the ability to manage multiple benefits for multiple audiences • Open (freemium) – Membership does not require the payment of dues – Pros: Leads to substantial membership growth (more people in the playground) – Cons: People perceive there’s no value because there’s no cost to join 10© 2015 Hight Performance Group, Inc. Fighting for Relevance
  • 11. Transformation Old New Programs: Strategic, multi-media, solution/cause-oriented Boards: Small, Experts, Diverse Financial Model: Multi-Revenue Sources Motto: Get involved, get results Programs: Add++, in-person, variety Boards: Large, CEOs, Boomers Financial Model: Fair share dues & events Members: Local Members: Local & global 11 Motto: Access, Resources, Solutions © 2015 Hight Performance Group, Inc. Fighting for Relevance
  • 12. Offer What Matters Understand What Matters to Them 3 Strategies to Consider Identify Your Roles 12© 2015 Hight Performance Group, Inc. Fighting for Relevance
  • 13. • Find out about member/donor challenges o Surveys o Interviews o Quick Polls o Phone Calls o Focus Group 13© 2015 Hight Performance Group, Inc. Fighting for Relevance
  • 14. • Leverage tools like MySidewalk to educate and poll members / donors on issues • Sidewalk Insights provides response analytics by age, zip code, and other demographics 14© 2015 Hight Performance Group, Inc. Fighting for Relevance
  • 15. Strategy #2 Identify Your Roles Global Competency Community Development International Development Mission Sustainability Advocacy/ Political Action Workforce Development ? Leadership & Development 15© 2015 Hight Performance Group, Inc. Fighting for Relevance
  • 16. • Ask members / donors if they value what you offer o Surveys o Interviews o Quick Polls o Phone Calls o Focus Groups 16© 2015 Hight Performance Group, Inc. Fighting for Relevance
  • 17. Benefit Areas Solutions • Access for the specific needs of the type of member / donor • Resources that are available through people, partners, publications, and virtually • Solutions that matter to the member / donor – Strengthening the local economy – Building corporate brand – Education/skills development – Mentoring, counseling, experts – Information (FYI, Just in Time) – Visibility (marketing, exposure) – Connections to the right audience • Tiered benefits model that align with interests, needs, budgets • Unique opportunities through your relationships and expertise • Web sites with self-serve opportunities (portals to members-only sections) • Social networking (Special Interest Groups with exclusive access, collective content development) • Virtual events (e.g., webinars, webcasts, podcasts, conferences, forums, expos) • Partnerships that deliver resources & value for specific business needs – Online, virtual education – Buy/sell portals (for RFPs, quotes, barters) – GIS services – Talent portals, assessments, internships – Commercial property listings Align Your Benefits for Access, Resources & Solutions © 2015 Hight Performance Group, Inc. Fighting for Relevance 15
  • 18. Provide Virtual Education 16© 2015 Hight Performance Group, Inc. Fighting for Relevance
  • 19. Offer Peer-to-Peer Collaboration SIGS 17© 2015 Hight Performance Group, Inc. Fighting for Relevance
  • 20. Strategically Connect Members / Donors AboutOurwork.com © 2015 Hight Performance Group, Inc. 18Fighting for Relevance https://www.youtube.com/watch?v=rNT97J-8b94
  • 21. It’s Time to Think Strategically FROM TO SINGLE ENTITY GLOBAL ACCESS TRANSFORMATIONALTRANSACTIONAL LOCALIZED COLLABORATIVE SOLUTION-FOCUSEDEVENT-FOCUSED 21© 2015 Hight Performance Group, Inc. Fighting for Relevance
  • 22. Are You Ready for the New? Future of Being Relevant Future of Business Future of Associations and Charities 22© 2015 Hight Performance Group, Inc. Fighting for Relevance
  • 23. • Trends are changing the landscape for our members, donors, and communities • Know the concerns of constituents and realize that different types of members / donors have different values and interests • Consider your role and how you can best serve the community and members / donors • Associations and charities need to adapt what they offer and how they engage to meet the changing needs of their target markets or they’ll become non-essential Summary 23© 2015 Hight Performance Group, Inc. Fighting for Relevance

Editor's Notes

  1. Different interests/values, different conversations. Use the Matrix to sell to prospects.