2016 dfwae a day building a technology road map that drives strategy
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How to build a bridge between IT and everyone else to set the organization up for reaching their strategic goals.
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More from Trevor S. Mitchell, CAE
Readying Members for Digital Adoption
The document discusses readying members for digital adoption and digital transformation. It emphasizes taking a member-focused lens to understand member needs and expectations. A successful digital strategy should drive maturity, have clear objectives, build skills, and view risk as normal. Technologies discussed that could enhance the member experience include wearables, augmented reality, location services, and augmented intelligence. Barriers to member adoption include high competition, ineffective onboarding, and lack of support. The document concludes that change is already happening and digital transformation should be grounded in serving members.
2016 TSAE Tech Talks - Project Management 101
This document provides an overview of project management for those new to the topic. It discusses that project management is about leadership and navigating various stakeholder perspectives to meet goals on time and budget. The author emphasizes understanding requirements, managing risks, communicating expectations, and learning from mistakes. Resources like software and books are recommended to help readers develop their project management skills.
Life milestones are the New Generations
Are you tired of generations being used to identify and target members? Are you looking for ways to better address your member needs to increase retention and engagement? This session looks at how one organization has changed their philosophy on membership to increase engagement based off of looking at their Life Milestones instead of Generations. Explore how this was accomplished and how you can make similar adjustments in your own organization.
2015 kcsae 101 emerging issues panel
This document summarizes emerging issues for associations discussed at a presentation. The main points are:
1) Associations must adapt to changing expectations and look at everything differently due to new realities like forced changes, different member expectations, and creating meaningful value.
2) External trends like humanization, responsible consumption, and collaborative culture are impacting associations. Technology is also shifting roles from support to collaboration and requiring management of internal and customer-facing systems.
3) Associations can operate virtually without physical offices by leveraging technologies like cloud services, video conferencing, and mobile devices. This provides flexibility but also challenges with perceptions and infrastructure.
2015 ippa benefits of asae
Trevor Mitchell has 9 years of experience as an association professional and 8 years as an ASAE member. He is also a member of allied societies for 9 years. Mitchell has volunteered at many levels in his profession and has been recognized in various publications and industry awards. He is currently the Director of Membership & Strategy at American Mensa.
2015 dmaw kpi case studies in action
The document discusses key performance indicators (KPIs) in action through various case studies. It begins with introductions from representatives from American Mensa, Global Cold Chain Alliance, and Marketing General Inc. The American Mensa case study examines organizational KPIs and how they track goals and metrics at multiple levels of the organization. The Global Cold Chain Alliance case study looks at using KPIs to improve membership recruitment and retention. The Marketing General Inc. case study presents a renewal likelihood model to identify engagement behaviors that most impact member renewal.
2015 asae leadership retreat leaders session
The document outlines the agenda for the 2015 ASAE Leadership Retreat, including introductions, discussions on integrating diversity and inclusion into work plans, sharing best practices for volunteer leadership preparation, and announcements before breaking for lunch.
2015 asae great ideas ideas into action
The document provides contact information for four speakers at an event called "Ideas Into Action: Lessons Learned Hitting Home" taking place on Sunday, March 8. It lists the names, titles, organizations, email addresses, phone numbers, and Twitter handles for each of the speakers.
2015 asae cr virtual roundtable how to leverage components with grassroots ef...
2015 asae cr virtual roundtable how to leverage components with grassroots ef...Trevor S. Mitchell, CAE
This document discusses how organizations can leverage components, or local chapters, to support grassroots efforts and engage members. It recommends that organizations first integrate components into their overall strategy by defining the goals and purpose of the components. Organizations should then provide leadership training, clear calls to action, and track data to measure engagement at both the component and organizational levels. By starting small and focusing on measurable outcomes, components can strengthen engagement through peer-to-peer connections across different levels from local to industry.2014 technology roadmap slides
The document outlines the agenda for a meeting including expectations to better understand processes, setting expectations, and clearing up confusion. It also discusses the company's technology roadmap and strategy, the project list, IT support guidelines assigning points of contact, and setting next steps for regular updates on frequency and delivery method to improve collaboration.
2014 kcsae the hidden secrets of associations
This document discusses hidden keys to success for associations. It identifies operational efficiency, organizational culture, project management, communication, and customer support as important factors. Operational efficiency involves leveraging technology, streamlining processes and meetings. Organizational culture focuses on staff, board and member interactions and comfort with change. Project management requires clear roles, timelines and accountability. Communication considers internal and external stakeholders. Customer support plans for long-term support of projects and customers. The document encourages associations to focus on these areas to better achieve their goals and define success.
2014 kcsae ignight leadership lessons i learned from watching tv
The document discusses leadership lessons that can be learned from watching television. Some key lessons include how characters on shows demonstrate both good and bad leadership traits and behaviors, as well as how certain situations are resolved which provide examples of leadership strategies to follow or avoid. Viewers can gain insights into effective communication, decision making, managing people, and other important leadership skills by observing characters on popular television shows.
2014 kcsae 101 emerging issues panel
This document summarizes an event about emerging issues for associations. It discusses how associations now have to manage two sets of systems - their internal infrastructure and customer experience. It also explores how the nature of content development and information sharing has changed, with trends like co-creation. The document stresses that associations must keep their finger on the pulse of trends to budget, staff and plan infrastructure appropriately in order to remain relevant in today's changing environment.
2014 isa leading an effective meeting
This document provides an overview of parliamentary procedure and guidelines for leading effective meetings. It discusses the importance of using parliamentary procedure to structure meetings and ensure members' rights. Key elements that make meetings effective include starting on time, having an agenda and order of business. Common motions that may be used in meetings are also outlined, such as main motions to introduce business, amendments to modify motions, and points of order. Examples are provided to demonstrate how motions work in different scenarios.
2014 isa building blocks of successful component
This document discusses the building blocks of successful components and metrics for measuring success. It outlines core areas like governance, membership, and communication that components should focus on. It also discusses comparing components, the role of the component and lead association, and how to measure success through member satisfaction, governance practices, and financial stability. The document then covers the evolution of metrics for components, providing examples that range from simple metrics like member growth to more complex metrics like lifetime member value. It introduces a maturity model for components to track their progress. Finally, it discusses using this information to identify goals and metrics, plan strategies, and move components forward in a sustainable way over time.
2014 isa association trends and best practices
Trevor Mitchell discusses trends and best practices for associations. Recent trends include a focus on relevance and the changing nature of membership. Current trends center around engaging members through value and combining meetings with education. Future trends involve the increasing roles of social media, generational issues, global considerations, and technology in shaping member expectations and operations. Mitchell addresses how associations can adjust to these changes.
2014 avectra user conference membership+components+data=success
The document discusses how associations can leverage their components (e.g. chapters) to grow membership. It recommends that associations clearly define components, understand their goals and data, and collaborate with them on recruitment and retention campaigns. An example case study showed that when one association collaborated with its chapters on campaigns, chapter membership grew 18% year-over-year and terminations without chapters increased only 3%, showing that chapters are a strong membership growth channel. The key is to start small, measure success, and refine strategies over time.
2014 avectra user conference a score session
The document outlines an organization's approach to creating a scoring matrix to measure member engagement levels based on activities like membership type, education, leadership roles, and other involvement. It discusses gathering information on existing engagement tracking, prioritizing the project, testing a scoring system, and plans to roll out Phase 1 and begin Phase 2. It emphasizes defining engagement clearly and concludes by soliciting any remaining questions.
2014 asae great ideas the future of component relations session
The document discusses the future of relationships between professional associations and their component organizations. It identifies several environmental factors impacting associations, such as globalization, technology, and increased competition. It poses strategic questions about who members will be, where they will be located, and what components will become. The principal challenges for associations are changing culture, developing new business models, obtaining resources, and cultivating volunteer leadership. Seven key success factors are engagement, communication, meaningful programs, recognizing when to sunset components, strategic planning partnerships with components. The document calls for building the future of associations and their component relations.
2014 asae gr symposium global issues
This document provides an overview of global issues and how they influence US policy and regulations. It discusses international associations and the importance of understanding global developments. Specific topics that were covered include the election of the new European Commission and Parliament, transparency in lobbying, the EU's climate and energy package, association reforms in China, and trade deals like TTIP. Case studies on issues like food safety and renewable energy integration were also proposed for discussion. Contact information was provided for follow up.
More from Trevor S. Mitchell, CAE (20)
2015 asae cr virtual roundtable how to leverage components with grassroots ef...
2015 asae cr virtual roundtable how to leverage components with grassroots ef...
2014 kcsae ignight leadership lessons i learned from watching tv
2014 kcsae ignight leadership lessons i learned from watching tv
2014 avectra user conference membership+components+data=success
2014 avectra user conference membership+components+data=success
2014 asae great ideas the future of component relations session
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みなさんこんにちはこれ何文字まで入るの？40文字以下不可とか本当に意味わからないけどこれ限界文字数書いてないからマジでやばい文字数いけるんじゃないの？えこ...
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2016 dfwae a day building a technology road map that drives strategy
- 1. Building a Technology Road Map that Drives Strategy Trevor S. Mitchell, CAE
- 2. MARCH 21, 2016 10 Years in Association Management Strong involvement within industry Lead numerous projects • AMS Selection/Implementation • Website Redesign • Strategic Planning • Etc. Introduction
- 3. MARCH 21, 2016 Overview 1. IT Evolution 2. IT in Associations 3. Your Role within IT 4. Creating a Roadmap
- 4. MARCH 21, 2016 Challenges You Have with IT?
- 5. IT Evolution
- 6. MARCH 21, 2016 Role of IT
- 7. MARCH 21, 2016 What IT Actually Does
- 9. MARCH 21, 2016 Evolution of IT Roles IT Guy System Administrator Computer Engineer Developer IT Director CIO
- 11. MARCH 21, 2016 Our World AMS LMS Social Media Single Sign on Online Community Apps Collaborative Spaces Email Solutions Cloud Computing 24 access Remote workers Tablets
- 12. MARCH 21, 2016
- 15. Your Role within IT
- 16. MARCH 21, 2016 Questions to Consider • Who makes new system decisions? • Who owns the system once it’s purchased? • Who is responsible for training? • Who is responsible for identifying upgrades?
- 17. MARCH 21, 2016 How You Fit In • Understand what Your Role is in the Equation • Work in conjunction and collaboration with IT • IT Systems Support Strategy
- 18. MARCH 21, 2016 Put Yourself In IT’s Seat
- 19. IT Road Map
- 20. MARCH 21, 2016 IT Connected to Strategy
- 21. MARCH 21, 2016 Infrastructure Servers/operating systems, internet connectivity, related items Data Management Database(s) and their interaction with other key systems Online Presence Web (including social and mobile) Technology Management/Governance How an organization administers their technology tools Areas of Focus
- 22. MARCH 21, 2016 Where do you want to go
- 23. MARCH 21, 2016 Develop a Roadmap 1. What is the strategy of the organization? 2. What do you need for you functional area? • Systems • Access • Requirements 3. Where are you currently with your systems? • Is this new? • Existing? • Long term planning
- 24. MARCH 21, 2016 Final Thoughts Focus on collaboration rather than ownership Strategy always drives technology needs Your role is essential to achieve success
- 25. Trevor S. Mitchell, CAE Director of Membership & Strategy American Mensa @trevm22 www.trevormitchellcae.com
Editor's Notes
- Technology continues to evolve association business models and the interaction and experiences members have with them. With this evolution, the importance of a sound technology road map and strategy is critical for success no matter what role you play in your organization. In this session, attendees will learn how to work in partnership with IT and technology no matter their role in the organization, how to assist with and create an integrating technology strategy for their organization and learn how to create buy in from various stakeholders and drive momentum for their technology projects.