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Chapter Collaboration - National & Chapters Are NOT On Different Planets
The document outlines the importance of trust and collaboration between a national organization and its chapters, emphasizing the need for improved communication and mutual understanding. It discusses the structure and principles necessary for fostering these relationships and highlights the significance of chapter engagement and support. Key takeaways include the need for early involvement of chapters in decision-making processes and the value members find at the chapter level over the national level.
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Chapter Collaboration - National & Chapters Are NOT On Different Planets
- 1. Chapter Collaboration National & ChaptersAre NOT On Different Planets
- 2. ABOUT US Kyle Bazzy Directorof Growth at Billhighway Technology that solves real problems for component-based organizations. Founded in 1999 Chip Deale FASAE, CAE at FEI VP Membership & Chapter Relations 40 years of diversified and in-depth experience as an association executive Why We’re Qualified
- 3. AGENDA Why Are YouHere? RELATIONSHIP Relationship & trust needs to be improved COMMUNICATION Communication tends to be one-way instead of two-way and collaborative
- 4. What are YOUlooking to get out of this?
- 5. VS Parent organizationhas over 500 employees Budget of $200 million Largest society had 10,000 members 30 staff Budget of $6 million Largest chapter = 600 members CFA Institute FEI
- 6. Trust & Relationships THECHALLENGE Trust and relationships are key to success, what makes them so hard?
- 7. CFA Institute TRUST &RELATIONSHIPS
- 8.
- 9. TRUST & RELATIONSHIPS CodifyingRelationship Principles of Affiliation Volunteer Guiding Principles
- 10. TRUST & RELATIONSHIPS Principlesof Affiliation Defines relationship between national & chapter 01 Background02 Principles03 Operating framework04
- 11. TRUST & RELATIONSHIPS VolunteerGuiding Principles The purpose01 Support02 Core principles03 Standards04 Acknowledgement05 Document expectations06 Be transparent & up front07
- 12.
- 13. Restoring Trust & Relationships CURRENTFEI STATUS
- 14. TRUST & RELATIONSHIPS LessonsLearned Structure Having structure, systems & plans in place to define relationships is critical 01 02 03 Mutual agreement Have clear understandings between both parties Early bird gets the worm Bring chapters into processes early, not at the tail-end
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- 17. CFA Institute INTERACTIONS &COMMUNICATION
- 18. Presidents Council Representatives (PCRs) Facilitate collaboration Ensureeffective operations Liaison between societies in regions:
- 19.
- 20. Surveys Objectives01 Execution02 3 Question survey03 Chapterperspective integration04 Results show members find more value at chapter level vs. national of respondents said that chapter/local peer networking is their primary reason for belonging to FEI 86%
- 21. INTERACTIONS & COMMUNICATION Benchmarking Objectives Objectivesof benchmarking In progress How is FEI working to benchmark? Practices Best practices
- 22. Working Groups How doyou implement them? What makes them successful?
- 23. CONCLUSION Lessons Learned Support Small chaptersneed more support than larger ones due to less volunteers 01 Outcome Internal administration support initiative (internal AMC) 02 Complement Chapters National should complement chapter activities that members find value in, not duplicate 03
- 24.
- 25. FUN COLLABORATION EXAMPLE FitNurse Friday Virtual 5k on the Friday after Thanksgiving All states & members can sign up to run/walk a 5k to support nurses National provided a toolkit for states Goal: To increase collaboration & engagement across the entire org FINISH LINE
- 26. Collaboration Stories Do youhave any collaboration projects you want to share?
- 27. • ASAE/Associations Now •Component Relations • Governance Structure • The State of Association Chapters • Mariner Management • http://marinermanagement.com/resources • Chapter Performance Dashboards • Tech Tools for Chapters • Marketing General Inc. • http://www.marketinggeneral.com/knowledge-bank/ • People Power Unlimited • http://www.peoplepowerunlimited.com/ • Active Chapter Video Series • Association Success • Transform Culture • Books: • Transformational Governance: How Boards Achieve Extraordinary Change • Component Relations Handbook: A Guide to Successfully Managing and Motivating Chapters, Affiliates, and other Member Groups • Membership Essentials: Recruitment, Retention, Roles, Responsibilities, and Resources, 2nd Edition • What Makes High-Performing Boards • Whitepapers • The Association EXEC's Guide to Improving Organizational Performance Additional Resources
- 28.
- 29. Kyle Bazzy 586.480.6419 (cell) Kbazzy@billhighway.com https://www.linkedin.com/in/kylebazzy Chaptertools & technology assessment AMA: Ask Me Anything
Editor's Notes
- #5 How to increase collaboration? How to better listen? How can we engage chapters more, etc If no one says anything, use examples from survey
- #6 Kyle: So chip, you’ve been with 2 different orgs, can you tell us a little bit about each of them? Chip: Discuss differences between CFA and FEI – amount of oversight, how they share funds, etc.
- #7 Kyle: So Chip, we’ve talked a lot about chapters & national and it seems that trust is key - what makes that so important? Chip: Explain why communication is often such a big obstacle between chapters and national What causes relationships to be harmed? Go over challenges you've experienced…maybe go into bad leadership you’ve experienced (exec director not great = trust issues developed)
- #8 Chip: Previously at CFA, tell a little story
- #9 Chip talk about tactics Here, I can describe how that relationship evolved over time at CFA Institute (from very contentious to highly collaborative) - how did you do that?
- #10 Chip tell story about CFA situation/pain why it’s important How relationship evolved over time at CFA
- #11 What are ‘Principles of Affiliation?’ = collaborative effort and clear definitions of who is responsible for what, and to what extent Kyle ask Chip: How did you get everyone to agree? Did you have to compromise or was it time to hit the road if you didn’t agree? Kyle ask Chip: How did you go about drafting your principles of affiliation? Background Of the relationship & expectations – outline the common goal you’re working to achieve and how the structure works to accomplish them Principles Outline guiding principles core to your org (give examples like below) Obligation of delivering membership value Outline mutual respect, transparency and decision-making expectations Agreement to ethics & professional practice Financial management expectations & responsibilities Proper management of reputation & brand Operating framework Outline how the org gets things done – guidance for the affiliates (provide examples below) Volunteer involvement, expectations and acknowledgement Affiliate qualifications and standards Programs and services provided by the affiliate to members Membership satisfaction expectations and measuring Management and allocation of incoming revenue Advocacy expectations and alignment Committee and task force approval and involvement Communication objectives and messaging Event management Resources (fiscal, technical or people) assistance Training and development opportunities for volunteers and leaders
- #12 Handling volunteers can be challenging for an association, they are often the people who keep your organization going. However, if expectations for communication and operations aren’t set, volunteers can be a burden rather than a help. Setting expectations to prevent deadbeat volunteers The purpose: Define the why, how do volunteers impact overall strategy? Let volunteers know they’re important to the success, longevity and culture of the org Support Outline ways volunteers will be supported by the org, make sure they know you’re there for them and not left out to dry Core principles Identify core principles that align with org’s culture (ex: value, accountability, diversity, promotion, communication) Standards - Outline standards for both volunteers & org to provide transparency as to how they are expected to perform, manage tasks & responsibilities and how those are measured. Acknowledgement Go above and beyond to recognize your volunteers – give them more than a thank you This can boost morale and effectiveness
- #13 Tell story Must join FEI to join a chapter
- #14 Chip talk about: Currently in the process and evaluating where chapters need help – talk about what they’re learning Building or restoring trust & relationships between the “parent”/HQ organization and its components.
- #15 Chip, do you have specific lessons learned?
- #16 FYI - Segway into next topic
- #17 Chip: Talk about why interactions are so important You don’t know what you don’t ask Knowing where national can support, helps shape nationals initiatives and strategic objectives
- #18 How they enhanced communication for CFA Institute Myriad of things
- #19 Here, I can describe the myriad of things we did at CFA Institute (and, granted, I had a substantial budget for doing so) and the increasingly important role of the PCRs (Presidents Council Representatives – see attached PDF). Role of the PCR Liaison between societies in regions Facilitate collaboration See to ensure effective operations Intermediary between societies, CFA Institute & Board Communicate CFA Institute priorities to societies Transmit ideas & issues from societies to staff & board Active engagement in CFA Institute governance Attend non-executive session of board meetings Liaisons to board oversite committees
- #20 Tell story
- #21 Kyle ask Chip – ask what are you aiming to do and how are you accomplishing that with the surveys? Objectives, what were you looking to learn, what did you learn, how did you execute it? A component of this section could be the survey aspect that is referenced in the outline – how we do a separate 3-question survey just of chapter members and how the chapter perspective is integrated into our more encompassing membership surveys. Annual member satisfaction survey And "local chapter satisfaction continues to be a key driver of overall satisfaction with FEI membership." 86% of respondents said that chapter/local peer networking is their primary reason for belonging to FEI (next closest reason was only 69%). And chapter/local peer networking also was their highest priority (77% rated it a 9 or 10 on a 10-point scale; the next closest priority rating was 45%). At the bottom of the reasons for belonging and priority scales were Nat'l conferences, FEI's advocacy work, our website, and Nat'l peer networking)
- #23 Kyle: So Chip, you created working groups, can you explain how you went about doing that? Chip: Explain how you went about creating a working group For next slide, Kyle work this in: We have an example of an MVP from a conversations with American Nurses Association yesterday
- #25 Ask: Are there any initiatives you have going that involve national, state, locals and members? If there aren’t any being volunteered, we can highlight examples from the survey we sent out the day before…
- #26 Another example In 2014, the American Nurses Association started a cross-functional, collaborative workteam to define member engagement and identify better ways to provide member value. The team was focused on the process of creating minimum viable products (MVPs). A MVP is a development technique in which a new initiative or product is developed with sufficient features to satisfy early adopters which will provide us with valuable feedback for future development. We developed these to test new engagement ideas, develop how to measure success, and how to tie engagement back to the organization’s strategic goals. They created “Fit Nurse Friday” to increase collaboration and engagement across the entire organization (national, states, members) This is a virtual 5K on the Friday after Thanksgiving All states and members can sign up to run/walk a 5K to support nurses. National provided a toolkit for states Sample emails and templates This is not yet live for members, but they already have 80 people registered! (started last week) I am reaching out to Natasha to see if we can bring this up on our webinar this week as a great example to spark collaboration in a fun way between national and chapters Link is here: www.nursingworld.org/fitnursefriday
- #27 Ask: Are there any initiatives you have going that involve national, state, locals and members? If there aren’t any being volunteered, we can highlight examples from the survey we sent out the day before…
- #29 Chip, are you comfortable listing your info here?
- #30 Chip, are you comfortable listing your info here?