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Chapter Engagement:
Trends for 2017
“A chapter in isolation
is much less likely to
appreciate the value of
being part of the
system.”
Kyle Bazzy
Director of Growth
Proud Detroiter
Billhighway
Technology that solves real problems
exclusively for component-based
organizations
Founded in 1999
Why Are We Qualified?
Why are they
chapter leaders?
Objectives
01
How do we solve your
biggest challenges with
one of day’s chapter
engagement tactics?
02
Example: ACG created a Professional
Development Fund
• Supports and encourages chapter staff education,
professional development, etc. ($750 annually)
• Global matches chapter investments towards professional
development
• Used for CAE exam
#1 Create a Professional
Development Program
http://www.acg.org/global/acgleadershipresourcepage.aspx
#1 Create a Professional
Development Program
HOW TO GET STARTED
• Make it a priority
• Get chapter leaders involved by creating a working group
• Set a communication cadence
• Meet face-to-face
• Plan a session at your annual conference to include all
chapter leaders for networking, not just training
• Ask for their feedback – find out what they want to learn
• Find and bring in experts
What is it?
• The process of
improving and
increasing staff
capabilities through
education and
training
opportunities
internally and
externally
• Helps build and
maintain morale
and attract higher
quality
staff/volunteers
• $250 retention incentive awarded
to chapters that retain 95 percent
or more of their membership
• $500 award for chapters that
recruit the most new incentive
qualified chapter members—
awarded in ten categories based
on chapter size.
• $100 awarded quarterly to the
top recruiting non-affiliated
chapter
• $50 for rosters submitted before
Jan. 15
http://www1.moaa.org/Main_Menu/Chapters_and_Councils/Chapter_Recruiting/Recruiting_Materials/Chapter_Recruiting_Awards_and_Incentives.html
Example: MOAA Chapter Recruiting
Awards & Incentives
• $10 for each new incentive qualified chapter membership
• $15 for each new PREMIUM Member and $30 for each
new LIFE Member who joins your chapter
• $250 awarded quarterly to the councils based on new
chapter membership
#2 Create Awards
& Incentives
HOW TO GET STARTED
• Determine your goals
• Decide how you will measure the achievement of goals
• Determine a budget
• Determine your awards, what will motivate chapters? (money,
gift cards, recognition at annual conference?)
• Find the appropriate avenues to promote the program
• Keep it simple
• Pilot an awards program with a small test group to start
What is it?
A way to incentivize
chapters and leaders
to increase
engagement,
recruitment and
retention
#2 Create Awards
& Incentives
Example: Higher Logic Chapter Communities
• Society of Mechanical Engineers (SME) used the Higher Logic platform to
support of their chapters with consistent branding, etc.
• Success might be 50 branded chapter websites created & 100 events posted
in their centralized calendaring system within the first six months.
#3 Online Community
for Chapters
#3 Online Community
for Chapters What is it?
A place for a group of people
with common interests to
interact, share and
collaborate with each other
without being face-to-face
HOW TO GET STARTED
• Evaluate the need for an online community
• Survey on interest
• Listen to the feedback you receive – don’t move
ahead if chapters won’t use it
• Investigate your options and what a community has to
offer (weigh pros & cons)
• Talk to others who are doing it
• My Community Manager (http://mycmgr.com/) can
provide tips and tricks to get started
Example: AMA
• Challenge = No system to track event speakers
• Instead of building, initiated partnership with Ortate (Ortate grew their base)
Example: National Association of Realtors
• Challenge = increase consumer outreach
• Established national partnership with Boys & Girls Club of America
#4 Create a Best in
Breed Experience
http://associationsnow.com/2016/07/solving-problems-mutually-beneficial-partnerships/
http://associationsnow.com/2015/08/partnership-helps-nar-chapters-fulfill-core-standards-requirement
HOW TO GET STARTED:
• Download your current challenges
• Align challenges with your biggest member engagement issue
If we take events for example:
• Survey your top 10% of high performing chapters
• Find out what marketing collateral they use for events
• Ask when they send their material (what day of the week,
what time, how far in advance, where do they post
events, do they only use email to communicate?)
• Who could you partner with to accomplish this?
#4 Create a Best in
Breed Experience
What is it?
A way to leverage
solutions and
programs that already
exist, so you don’t
have to create them
from scratch and
avoid the pitfalls of not
being an expert in
everything
Example: GBTA Chapter
Mentoring
• Kicking off initiative created by Chapter
Presidents
• Established KPIs to self-measure and shared
the results with the entire group.
• Intent is to match underperforming chapters
with high-performing chapters.
#5 Peer to Peer Mentoring
HOW TO GET STARTED:
• Evaluate and rate/rank your chapters
• Focus on those that are struggling
• Pair them with a chapter leader of a high
performing chapter
• Have them put a meeting on the calendar for
regular check-ins
#5 Peer to Peer
Mentoring
What is it?
Keeping your chapter leaders
connected. Allowing them to
share what works and what
doesn’t and learn from that.
You can’t google what other
chapters in your org are doing.
Investing in your chapters, ultimately invests
directly into your members.
Ground Rules
#1 Nurture all-star chapter leaders
#2 Connect chapters to one another
#3 Sharp focus on your goals
#4 Re-evaluate if the program is
working
Fact Finders
You bring the challenge, we find
the answers.
IT’S FREE!
Project
Do you have a chapter
project on your plate?
Business Case
Trying to make a business
case but need some
external supporting
resources?
Resources
Are you looking for
resources or research to
guide your project?
http://www.billhighway.co/assn-fact-finders/
Knowledge
Bank
http://www.billhighway.co/knowledge-
bank/association/
Q&A – Ask Away!

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Chapter Engagement: 5 Trends for 2017

  • 2. “A chapter in isolation is much less likely to appreciate the value of being part of the system.”
  • 3. Kyle Bazzy Director of Growth Proud Detroiter Billhighway Technology that solves real problems exclusively for component-based organizations Founded in 1999 Why Are We Qualified?
  • 4. Why are they chapter leaders? Objectives 01 How do we solve your biggest challenges with one of day’s chapter engagement tactics? 02
  • 5. Example: ACG created a Professional Development Fund • Supports and encourages chapter staff education, professional development, etc. ($750 annually) • Global matches chapter investments towards professional development • Used for CAE exam #1 Create a Professional Development Program http://www.acg.org/global/acgleadershipresourcepage.aspx
  • 6. #1 Create a Professional Development Program HOW TO GET STARTED • Make it a priority • Get chapter leaders involved by creating a working group • Set a communication cadence • Meet face-to-face • Plan a session at your annual conference to include all chapter leaders for networking, not just training • Ask for their feedback – find out what they want to learn • Find and bring in experts What is it? • The process of improving and increasing staff capabilities through education and training opportunities internally and externally • Helps build and maintain morale and attract higher quality staff/volunteers
  • 7. • $250 retention incentive awarded to chapters that retain 95 percent or more of their membership • $500 award for chapters that recruit the most new incentive qualified chapter members— awarded in ten categories based on chapter size. • $100 awarded quarterly to the top recruiting non-affiliated chapter • $50 for rosters submitted before Jan. 15 http://www1.moaa.org/Main_Menu/Chapters_and_Councils/Chapter_Recruiting/Recruiting_Materials/Chapter_Recruiting_Awards_and_Incentives.html Example: MOAA Chapter Recruiting Awards & Incentives • $10 for each new incentive qualified chapter membership • $15 for each new PREMIUM Member and $30 for each new LIFE Member who joins your chapter • $250 awarded quarterly to the councils based on new chapter membership #2 Create Awards & Incentives
  • 8. HOW TO GET STARTED • Determine your goals • Decide how you will measure the achievement of goals • Determine a budget • Determine your awards, what will motivate chapters? (money, gift cards, recognition at annual conference?) • Find the appropriate avenues to promote the program • Keep it simple • Pilot an awards program with a small test group to start What is it? A way to incentivize chapters and leaders to increase engagement, recruitment and retention #2 Create Awards & Incentives
  • 9. Example: Higher Logic Chapter Communities • Society of Mechanical Engineers (SME) used the Higher Logic platform to support of their chapters with consistent branding, etc. • Success might be 50 branded chapter websites created & 100 events posted in their centralized calendaring system within the first six months. #3 Online Community for Chapters
  • 10. #3 Online Community for Chapters What is it? A place for a group of people with common interests to interact, share and collaborate with each other without being face-to-face HOW TO GET STARTED • Evaluate the need for an online community • Survey on interest • Listen to the feedback you receive – don’t move ahead if chapters won’t use it • Investigate your options and what a community has to offer (weigh pros & cons) • Talk to others who are doing it • My Community Manager (http://mycmgr.com/) can provide tips and tricks to get started
  • 11. Example: AMA • Challenge = No system to track event speakers • Instead of building, initiated partnership with Ortate (Ortate grew their base) Example: National Association of Realtors • Challenge = increase consumer outreach • Established national partnership with Boys & Girls Club of America #4 Create a Best in Breed Experience http://associationsnow.com/2016/07/solving-problems-mutually-beneficial-partnerships/ http://associationsnow.com/2015/08/partnership-helps-nar-chapters-fulfill-core-standards-requirement
  • 12. HOW TO GET STARTED: • Download your current challenges • Align challenges with your biggest member engagement issue If we take events for example: • Survey your top 10% of high performing chapters • Find out what marketing collateral they use for events • Ask when they send their material (what day of the week, what time, how far in advance, where do they post events, do they only use email to communicate?) • Who could you partner with to accomplish this? #4 Create a Best in Breed Experience What is it? A way to leverage solutions and programs that already exist, so you don’t have to create them from scratch and avoid the pitfalls of not being an expert in everything
  • 13. Example: GBTA Chapter Mentoring • Kicking off initiative created by Chapter Presidents • Established KPIs to self-measure and shared the results with the entire group. • Intent is to match underperforming chapters with high-performing chapters. #5 Peer to Peer Mentoring
  • 14. HOW TO GET STARTED: • Evaluate and rate/rank your chapters • Focus on those that are struggling • Pair them with a chapter leader of a high performing chapter • Have them put a meeting on the calendar for regular check-ins #5 Peer to Peer Mentoring What is it? Keeping your chapter leaders connected. Allowing them to share what works and what doesn’t and learn from that. You can’t google what other chapters in your org are doing.
  • 15. Investing in your chapters, ultimately invests directly into your members. Ground Rules #1 Nurture all-star chapter leaders #2 Connect chapters to one another #3 Sharp focus on your goals #4 Re-evaluate if the program is working
  • 16. Fact Finders You bring the challenge, we find the answers. IT’S FREE! Project Do you have a chapter project on your plate? Business Case Trying to make a business case but need some external supporting resources? Resources Are you looking for resources or research to guide your project? http://www.billhighway.co/assn-fact-finders/
  • 18. Q&A – Ask Away!

Editor's Notes

  1. Quote from Gary LaBranche, CEO of ACG, guest speaker on our webinar last week. Want to check it out? Head to our knowledge bank: http://www.billhighway.co/knowledge-bank/association/ We could also share Gary’s webinar links in the chat: https://www.youtube.com/watch?v=RK5jsNkudmo&feature=youtu.be http://www.slideshare.net/Billhighway/rowing-the-same-direction-how-acg-has-aligned-global-chapters
  2. What does BH do? Work with chapter-based associations to simplify the operations and financial complexities of having chapters.
  3. What are you hoping to get out of this session?
  4. Professional Development Matching Grant ACG recognizes the importance of professional development. ACG will offer matching funds of up to $750 per year, per applicant to support professional development for chapter executives and staff. Development funds are limited to CAE prep, association management education and membership in ASAE or association management allied society. Total funding for this effort is $10,000 for this fiscal year and will be provided on a first come, first serve basis until the fund is used. A great way to utilize the Professional Development Fund is by sitting for the CAE exam. A link to the exam content can be found here.
  5. Investing time and money in your chapter leaders, shows that you care
  6. $10 for each new incentive qualified chapter membership. $15 for each new PREMIUM Member and $30 for each new LIFE Member who joins your chapter $250 awarded quarterly to the councils based on new chapter membership (minimum of 35 new incentive-qualified chapter members) $250 retention incentive awarded to chapters that retain 95 percent or more of their membership $500 award for chapters that recruit the most new incentive qualified chapter members— awarded in ten categories based on chapter size. $100 awarded quarterly to the top recruiting non-affiliated chapter  $50 for rosters submitted before Jan. 15
  7. Check out the great resources on Higher Logic’s blog on how to get engagement Higher Logic Chapter Communities Separate chapter communities, a site feature implemented using Higher Logic’s sub-group capability, fosters greater engagement by enabling members who belong to a regional chapter to keep in touch with those they meet at the chapter events. Chapter communities also enable Dynamic Communities to give the local chapter leaders more responsibility. For example, chapter leaders can now use the community to discuss dates, topics and speakers for their upcoming events, and they can set up and manage their own meetings, reducing the burden on the Dynamic Communities staff. Chapter leaders can also send email, develop reports, and welcome new members to the chapter.
  8. Place for other community managers to network and share tips/ideas
  9. AMA Example AMA was consistently getting requests for help with finding speakers for these different chapter programs or events. People were also coming to the AMA asking for the opportunity to speak. But there was no easy, accessible system for both those people looking for a speaker and those looking to be a speaker leaders. Instead of building a solution from scratch, they initiated a partnership with Orate. Orate benefited grew their base NAR NAR set a new, higher standard for “consumer outreach”. They established a national partnership with the Boys & Girls Club of America to provide access to opportunities for chapters to reach the new standard. Set your standards for chapters high, but don’t leave them out to dry. Provide them the tools and support they need to be engaged at the expected levels. It’s a win-win. You might not have all the answers/expertise, but someone out there most likely does. Look for synergies within your organization understand where you can help chapter leaders add value to members and help shape and impact the experience had by all. Networking and education are two of the top reasons cited by members for joining an association. This partnership puts AMA in a position to help chapters host events with quality speakers that add value to members
  10. GBTA Chapter Mentoring Global Business Travel Association (GBTA) is kicking off an initiative that their Chapter President’s created. They established KPIs to self-measure and shared the results with the entire group. The intent is to match underperforming chapters with high-performing chapters.
  11. This will be our call to action! Do you have a project, business case or are you just looking for resources? We can help! It’s our holiday gift to you…and it’s FREE. http://www.billhighway.co/assn-fact-finders/ or http://bit.ly/2ggYTsM How does it work? We’ll provide… RESOURCES - We'll aggregate resources that apply to your chapter project TAKEAWAYS - Present applicable resource takeways in a cheat sheet format TEMPLATES - Provide or suggest tools and templates when appropriate FACT FINDING EXAMPLE: Here is an example of Fact Finding we've done (but definitely not limited to):   Project: An association was looking for information and guidance on launching virtual chapters   Fact Finding: We provided scholarly articles, whitepapers, articles from industry leaders, trends and highlights regarding virtual chapters
  12. As always, you can find on demand webinars on our Knowledge Bank – check it out! http://www.billhighway.co/knowledge-bank/association/ We’re heavily investing in providing education to chapter-based associations since we’ve learned that there is a huge void of information and educational material for component relations professionals (CRPs). That is where our primary focus is right now.
  13. 15 minutes Questions: What topics do you want more of? What templates do you need? What other tools do you want to hear about? (worksheets, fil in the blank, examples, copy and paste) Where are you going/what are you searching to get info? What medium would you like tools to be delivered to you? (email, blog, social, online community/forum, etc) Where do you want to find the tools? (website, email, social, etc) How often would you like to hear from us? What is your inbox missing? What would make your job easier?