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Chapter
Tech
Edition
A Few of Our
Favorite
Chapter Tools
for 2021
Chat
What’s the newest app you’ve
added to your phone, tablet …?
Got chapters? We’ve got solutions. Billhighway gives your
chapters the tools to automate and simplify operations while
creating data visibility across your entire organization. This
empowers you and your chapters to focus more on member
value and grow your association.
About Hosts
Billhighway & Mariner
Let’s create the greatest possible value for your
members and volunteers!
Our Shared Purpose
To build community and connect
component-based organizations and
component relations professionals (CRPs).
December 10, 2020
12 – 1 pm ET
December 29, 2020
9:30 – 10:15 am ET
January 6, 2021
3 – 4:15 pm ET
CHAPTER PERFORMANCE
REIMAGINED:
Taking Your Association’s
Growth to the Next Level
HELLO 2021!
CRP COFFEE CHAT
COACHING
VOLUNTEER SUCCESS
https://bit.ly/chapterperf https://bit.ly/32MmvzF https://bit.ly/3lvv2OM
Today’s
Agenda
01
02
03
Tech for communications and brand
alignment
Tech for delivering training virtually
Tech that checks boxes
Share your wins
https://bit.ly/CRPTechWins
POLL
Did you have a tech win in
2020?
• Yes [tell us in chat!]
• No
• Not so much a win yet worthy of a share
Share your wins
https://bit.ly/CRPTechWins
POLL
Do you use any of these tech
tools?
• Branding template platform
• Virtual conference platform
• Infographic or graphic maker
• Video creator
• Election app
• Auction app
• Form maker
• Awards platform
POLL
What tech solution is on your
wish list? Tool/app to …
• Collect chapter reports
• Share data, dashboards
• Run elections
• Raise money or run auctions
• Create communications including
graphics, infographics, videos,
brochures etc.
• Automate processes
• Other
• Difficult to enforce well
• Mismatch in branding/
communications
• Volunteers just need help!
#1 Communications
36% have branding
agreement* yet …
*2019 Chapter Benchmarking Study
Megan Brien
Association of Government
Accountants
AGA Case Study
Need: a graphics solution to ensure chapters
use correct branding without a lot of staff time
Tech: Lucidpress
Price: $5k
What They Did:
• Secured multiple licenses for chapters
• Worked with graphic design team to create
a set of templates
• Conducted training
Win: "Easy setup for us, easy use for them -
and we can edit/approve too!“ Scalable!
AGA Case Study
CRPS FAVS: COMMUNICATION SAVES
VENNGAGE is like having a low-cost graphic
designer at the ready! Reasonably priced
infographic maker we use to explain complex
processes, create social media and
marketing graphics.
AMANDA DARNLEY, AMERICAN
ASSOCIATION FOR MARRIAGE AND FAMILY
THERAPY
PABLO by Buffer social media graphics are
easy to use and free! And safe copyright-
wise.
CHERYL GOLDSBY, INTERNATIONAL
HEARING SOCIETY
Use Video to make an impact! ANIMOTO is a
great, low-cost way to quickly share
information in a visually appealing and
engaging way.
MICHELLE EWING, AGC AMERICA
BITEABLE makes easy, short videos with
photos & quick captions; Very easy to use,
lots of templates & music options. Don't
have to be a graphic designer to use!
KATIE KOCH, AMERICAN WATER WORKS
ASSOCIATION
#2 Training &
Education
76% host a dedicated
leadership conference;
needed Plan B
77% offer webinars; offering
a starting point
*2019 Chapter Benchmarking Study
Samantha Herman
Association for Talent Development
ATD Case Study
Need: shift a in-person conference virtual that
ties into a 12-month strategy
Tech: Pathable
Price: $20k
What They Did:
• Tapped into a virtual conference platform that
could be used across the association
• Captured favorite in-person experiences in
new ways
• Created access beyond the conference to
expand training availability
Win: 17.5k posts; 7.5k private messages; 155%
increase registration; $80k savings!
ATD Case Study
CRPS FAVS: TRAINING/EDUCATION SAVES
CAMTASIA let's you easily record short how
to or instructional videos … especially if you
want your chapters to complete forms
provide instructions. I love it because it's
simple to use and follows you clicks while
recording your voice.
MEDA MERRITT, AMERICAN FIRE SPRINKLER
ASSOCIATION
We have used POWTOON to create chapter
leader training videos, recognition videos,
etc. It's a fun way to present the information,
and relatively easy to use.
EMILY JENNINGS; COMMUNITY
ASSOCIATION INSTITUTE
MENTIMETER & KAHOOT for audience
participation, surveys, instant results; easy to
use and creates interactive presentation.
DANELKIS SERRA, INTERNATIONAL
INSTITUTE OF BUSINESS ANALYSIS
LUMEN5, DESIGNERR & MAGISTO are the
magic 3 letting you repurpose content you
already have! Easy, fun. Light on the budget.
BETH Z, YOUR NERDY BEST FRIEND
• Make reporting easier
• Pivot to virtual for auctions &
elections
• Be accessible to volunteers
#3 Tech that checks
boxes
Tap tech to connect leaders
to you and their work
CRPS FAVS: CHECKING BOXES SAVES
FORMASSEMBLY, an online submission tool for surveys,
collecting data, reservation tool for our Zoom license.
Eliminates gathering a lot of info via email and transferring
to our database. Auto upload directly into Salesforce; we
can generate Excel reports to analyze data.
LAURA RIDNER, RISK MANAGEMENT
ASSOCIATION
CALENDLY makes it so very easy for chapter
leaders to schedule meetings with me; Set it
and forget it.
MARYANN FIALA, EDTA
COGNITO FORMS is easy to use form
builder is free with paid options.
JOHN TORRES, MARYLAND FARM BUREAU
OPENWATER is used for our chapter awards
program and now our chapter recertification to
the platform as well. It’s been a smooth transition
for HQ and chapter staff. Directly upload required
docs; easy export of data.
EMILY JENNINGS, COMMUNITY
ASSOCIATIONS INSTITUTE
CRPS FAVS: CHECKING BOXES SAVES
Brought the big dollars home when we pivoted
big fundraiser to virtual with CLICKBID. High
marks on price, support, live chat during event,
easy process on backend. Will likely be a solution
going forward as it simplifies, modernizes the
auction process.
ALISSA PARADY, INTERNATIONAL HEARING
SOCIETY
SIMPLY VOTING is our
election platform of choice.
ANNE KREISS, AMERICAN SOCIETY OF
TRANSPLANTATION
My Chapter leaders can connect with me via
MS TEAMS; it is very helpful when they want
to ask a quick question. Getting ready to roll
out Team Channels for all our Chapters and a
Chapter Chair group.
JOANNA LEON, WAREHOUSING
EDUCATION AND RESEARCH COUNCIL
ELECTION RUNNER is our
election platform of choice.
BRITNEY CONWAY, ASA AND ANN DOROUGH, AIA,
CEX 2021
Monday, October 11th
(tentative)
Washington, DC
www.leveragechapters.com
December 10th
12 – 1 pm EST
Register >> https://bit.ly/chapterperf
Chapter
Performance
Reimagined:
Taking Your
Association’s Growth
to the Next Level
Thank You!

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Chapter Tech Edition: A Few of Our Favorite Chapter Tools for 2021

  • 1. Chapter Tech Edition A Few of Our Favorite Chapter Tools for 2021
  • 2. Chat What’s the newest app you’ve added to your phone, tablet …?
  • 3. Got chapters? We’ve got solutions. Billhighway gives your chapters the tools to automate and simplify operations while creating data visibility across your entire organization. This empowers you and your chapters to focus more on member value and grow your association. About Hosts Billhighway & Mariner Let’s create the greatest possible value for your members and volunteers!
  • 4. Our Shared Purpose To build community and connect component-based organizations and component relations professionals (CRPs).
  • 5. December 10, 2020 12 – 1 pm ET December 29, 2020 9:30 – 10:15 am ET January 6, 2021 3 – 4:15 pm ET CHAPTER PERFORMANCE REIMAGINED: Taking Your Association’s Growth to the Next Level HELLO 2021! CRP COFFEE CHAT COACHING VOLUNTEER SUCCESS https://bit.ly/chapterperf https://bit.ly/32MmvzF https://bit.ly/3lvv2OM
  • 6. Today’s Agenda 01 02 03 Tech for communications and brand alignment Tech for delivering training virtually Tech that checks boxes Share your wins https://bit.ly/CRPTechWins
  • 7. POLL Did you have a tech win in 2020? • Yes [tell us in chat!] • No • Not so much a win yet worthy of a share Share your wins https://bit.ly/CRPTechWins
  • 8. POLL Do you use any of these tech tools? • Branding template platform • Virtual conference platform • Infographic or graphic maker • Video creator • Election app • Auction app • Form maker • Awards platform
  • 9. POLL What tech solution is on your wish list? Tool/app to … • Collect chapter reports • Share data, dashboards • Run elections • Raise money or run auctions • Create communications including graphics, infographics, videos, brochures etc. • Automate processes • Other
  • 10. • Difficult to enforce well • Mismatch in branding/ communications • Volunteers just need help! #1 Communications 36% have branding agreement* yet … *2019 Chapter Benchmarking Study
  • 11. Megan Brien Association of Government Accountants AGA Case Study Need: a graphics solution to ensure chapters use correct branding without a lot of staff time Tech: Lucidpress Price: $5k What They Did: • Secured multiple licenses for chapters • Worked with graphic design team to create a set of templates • Conducted training Win: "Easy setup for us, easy use for them - and we can edit/approve too!“ Scalable!
  • 13. CRPS FAVS: COMMUNICATION SAVES VENNGAGE is like having a low-cost graphic designer at the ready! Reasonably priced infographic maker we use to explain complex processes, create social media and marketing graphics. AMANDA DARNLEY, AMERICAN ASSOCIATION FOR MARRIAGE AND FAMILY THERAPY PABLO by Buffer social media graphics are easy to use and free! And safe copyright- wise. CHERYL GOLDSBY, INTERNATIONAL HEARING SOCIETY Use Video to make an impact! ANIMOTO is a great, low-cost way to quickly share information in a visually appealing and engaging way. MICHELLE EWING, AGC AMERICA BITEABLE makes easy, short videos with photos & quick captions; Very easy to use, lots of templates & music options. Don't have to be a graphic designer to use! KATIE KOCH, AMERICAN WATER WORKS ASSOCIATION
  • 14. #2 Training & Education 76% host a dedicated leadership conference; needed Plan B 77% offer webinars; offering a starting point *2019 Chapter Benchmarking Study
  • 15. Samantha Herman Association for Talent Development ATD Case Study Need: shift a in-person conference virtual that ties into a 12-month strategy Tech: Pathable Price: $20k What They Did: • Tapped into a virtual conference platform that could be used across the association • Captured favorite in-person experiences in new ways • Created access beyond the conference to expand training availability Win: 17.5k posts; 7.5k private messages; 155% increase registration; $80k savings!
  • 17. CRPS FAVS: TRAINING/EDUCATION SAVES CAMTASIA let's you easily record short how to or instructional videos … especially if you want your chapters to complete forms provide instructions. I love it because it's simple to use and follows you clicks while recording your voice. MEDA MERRITT, AMERICAN FIRE SPRINKLER ASSOCIATION We have used POWTOON to create chapter leader training videos, recognition videos, etc. It's a fun way to present the information, and relatively easy to use. EMILY JENNINGS; COMMUNITY ASSOCIATION INSTITUTE MENTIMETER & KAHOOT for audience participation, surveys, instant results; easy to use and creates interactive presentation. DANELKIS SERRA, INTERNATIONAL INSTITUTE OF BUSINESS ANALYSIS LUMEN5, DESIGNERR & MAGISTO are the magic 3 letting you repurpose content you already have! Easy, fun. Light on the budget. BETH Z, YOUR NERDY BEST FRIEND
  • 18. • Make reporting easier • Pivot to virtual for auctions & elections • Be accessible to volunteers #3 Tech that checks boxes Tap tech to connect leaders to you and their work
  • 19. CRPS FAVS: CHECKING BOXES SAVES FORMASSEMBLY, an online submission tool for surveys, collecting data, reservation tool for our Zoom license. Eliminates gathering a lot of info via email and transferring to our database. Auto upload directly into Salesforce; we can generate Excel reports to analyze data. LAURA RIDNER, RISK MANAGEMENT ASSOCIATION CALENDLY makes it so very easy for chapter leaders to schedule meetings with me; Set it and forget it. MARYANN FIALA, EDTA COGNITO FORMS is easy to use form builder is free with paid options. JOHN TORRES, MARYLAND FARM BUREAU OPENWATER is used for our chapter awards program and now our chapter recertification to the platform as well. It’s been a smooth transition for HQ and chapter staff. Directly upload required docs; easy export of data. EMILY JENNINGS, COMMUNITY ASSOCIATIONS INSTITUTE
  • 20. CRPS FAVS: CHECKING BOXES SAVES Brought the big dollars home when we pivoted big fundraiser to virtual with CLICKBID. High marks on price, support, live chat during event, easy process on backend. Will likely be a solution going forward as it simplifies, modernizes the auction process. ALISSA PARADY, INTERNATIONAL HEARING SOCIETY SIMPLY VOTING is our election platform of choice. ANNE KREISS, AMERICAN SOCIETY OF TRANSPLANTATION My Chapter leaders can connect with me via MS TEAMS; it is very helpful when they want to ask a quick question. Getting ready to roll out Team Channels for all our Chapters and a Chapter Chair group. JOANNA LEON, WAREHOUSING EDUCATION AND RESEARCH COUNCIL ELECTION RUNNER is our election platform of choice. BRITNEY CONWAY, ASA AND ANN DOROUGH, AIA,
  • 21. CEX 2021 Monday, October 11th (tentative) Washington, DC www.leveragechapters.com
  • 22. December 10th 12 – 1 pm EST Register >> https://bit.ly/chapterperf Chapter Performance Reimagined: Taking Your Association’s Growth to the Next Level

Editor's Notes

  1. It's time to warm up your fingers... This is just one example of an ice breaker you can use with chapter leaders  BREAK THE ICE For smaller meetings allow everyone to introduce themselves.  For larger meetings encourage this in the chat room. Warm up attendees. Get the chat warmed up with an easy icebreaker questions My two favorites: what’s your go-to morning beverage or what’s on your desk that makes you smile. Check out this Mind Tools post with tips and ideas. Gets the fingers warmed up. for extra fun, lead a finger warm-up. Love the Spider push-ups!
  2. Brought to you by: Billhighway & Mariner So real quickly before we dive in, we want to introduce you to Billhighway. They’re dedicated to providing solutions to chapter-based associations to help streamline a lot of the work that you at National do as well as the work that your chapters leaders and volunteers do to bring data visibility across your entire organization.  And of course you know Mariner Management. Come to us for…
  3. This is our WHY … its more than webinars and CEX >> Use the CRPTechWins to help the community share https://bit.ly/CRPTechWins Looking ahead >> Dec all about banking; Virtual Idea Swap on curating ideas for 2021; Jan skill sharpener continues
  4. Looking ahead >> all about banking; Virtual Idea Swap on curating ideas for 2021; Jan skill sharpener continues Data – https://bit.ly/chapterperf Coffee - https://bit.ly/32MmvzF Coaching Success - https://bit.ly/3lvv2OM
  5. Why tech is so important in 2021 Lives busy, more virtual – tie in CB research about virtual opening doors Let’s look at 3 pain points & More Communications/branding Learning/training Reporting and More Scheduling/being accessible Elections Fundraising Use the CRPTechWins to help the community share https://bit.ly/CRPTechWins If you have a question, put it in chat or use Q&A If you have a wish list item … watch for the poll coming up 😊
  6. POLL – chat in your wins, ideas & share on https://bit.ly/CRPTechWins
  7. Poll: chat in details
  8. Poll: chat in details
  9. 36% reported in Chapter Benchmarking report having a branding agreement … (1) Need to give communications assist Success Story: AGA & Lucid Press We have been using LucidPress for 2 years Our Account Manager at LucidPress pulls reports for us. These reports show how active users have been, when they last signed on, etc. We have a business plan Our price is around $5k The items do not have to be approved, but we have ours set up that way Our Graphic Design Team is working on additional templates. Some ideas that we are considering creating templates for are: social media invites, agendas, banners for websites Our marketing department & Louise met with the chapters 2 years ago. They did a training with each chapter at that time We do not charge the chapters Backstory: we wanted a way to streamline the communications that were being sent out and we wanted to help with branding guidelines. Our marketing department came across LucidPress and thought that it was a great idea. We were able to help the chapters by providing them with access to premade templates and we were able to “lock” the templates so that certain changes could not be made. Venngage Infographics - Amanda Darnley, American Association for Marriage and Family Therapy Pablo by Buffer social media graphics; easy to use and free; Cheryl Goldsby; HIS Animoto –Michelle Ewing, AGC Volunteer thank you video: https://youtu.be/qsAE1yamSfU Biteable: Makes easy, short videos with photos and quick captions; Very easy to use, lots of template options, music options, and more. Don't have to be a graphic designer to use! Katie Koch, American Water Works Association
  10. Success Story: AGA & Lucid Press We have been using LucidPress for 2 years Our Account Manager at LucidPress pulls reports for us. These reports show how active users have been, when they last signed on, etc. We have a business plan Our price is around $5k The items do not have to be approved, but we have ours set up that way Our Graphic Design Team is working on additional templates. Some ideas that we are considering creating templates for are: social media invites, agendas, banners for websites Our marketing department & Louise met with the chapters 2 years ago. They did a training with each chapter at that time We do not charge the chapters Backstory: we wanted a way to streamline the communications that were being sent out and we wanted to help with branding guidelines. Our marketing department came across LucidPress and thought that it was a great idea. We were able to help the chapters by providing them with access to premade templates and we were able to “lock” the templates so that certain changes could not be made.
  11. Success Story: AGA & Lucid Press We have been using LucidPress for 2 years Our Account Manager at LucidPress pulls reports for us. These reports show how active users have been, when they last signed on, etc. We have a business plan Our price is around $5k The items do not have to be approved, but we have ours set up that way Our Graphic Design Team is working on additional templates. Some ideas that we are considering creating templates for are: social media invites, agendas, banners for websites Our marketing department & Louise met with the chapters 2 years ago. They did a training with each chapter at that time We do not charge the chapters Backstory: we wanted a way to streamline the communications that were being sent out and we wanted to help with branding guidelines. Our marketing department came across LucidPress and thought that it was a great idea. We were able to help the chapters by providing them with access to premade templates and we were able to “lock” the templates so that certain changes could not be made.
  12. © Copyright Showeet.com – Free PowerPoint Templates
  13. Benchmarking 76% host a dedicated leadership conference; needed Plan B
  14. Samantha Herman Manager, Chapter Learning and Development at Association for Talent Development (ATD) https://pathable.com/
  15. 2 popular events were the HH with staff depts and the push pin map to make connects They created a virtual table tops and introduced accountability partners https://pathable.com/
  16. https://www.techsmith.com/video-editor.html https://www.mentimeter.com/ https://kahoot.com/ https://www.powtoon.com/ https://lumen5.com/ https://designrr.io/ https://www.magisto.com/
  17. Be accessible – using Teams and Calendly Calendly - Makes it so very easy for chapter leaders to schedule meetings with me; Set it and forget it. Maryann Fiala, EdTA MS Teams Make reporting easier However, the one at the top of my list is FormAssembly.  This is an online submission tool that we use for general surveys, collection of data that is automatically uploaded to Salesforce and also as a reservation tool when chapters want to request the use of a general Zoom license for events or meeting.  Previously, we would gather a lot of this information via email then have to transfer the information to our database or to an Excel spreadsheet.  This tool not only allows us to upload information directly into Salesforce, but we can also generate Excel reports to analyze what we receive. OpenWater for our chapter awards program for the last couple years, and last year we moved our chapter recertification to the platform as well. It has been such a smooth transition for our staff at headquarters and our chapters. All of the required documents can be directly loaded into the system. I can assign each of the chapters to our staff to review the materials and make notes. We can also export the information they submitted and save it in our files or pull out certain documents we need. Cognito Forms (www.cognitoforms.com); John Torres CAE, Executive Director, Maryland Farm Bureau, Inc. Click bid, election
  18. Be accessible – using Teams and Calendly Calendly - Makes it so very easy for chapter leaders to schedule meetings with me; Set it and forget it. Maryann Fiala, EdTA MS Teams Make reporting easier However, the one at the top of my list is FormAssembly.  This is an online submission tool that we use for general surveys, collection of data that is automatically uploaded to Salesforce and also as a reservation tool when chapters want to request the use of a general Zoom license for events or meeting.  Previously, we would gather a lot of this information via email then have to transfer the information to our database or to an Excel spreadsheet.  This tool not only allows us to upload information directly into Salesforce, but we can also generate Excel reports to analyze what we receive. OpenWater for our chapter awards program for the last couple years, and last year we moved our chapter recertification to the platform as well. It has been such a smooth transition for our staff at headquarters and our chapters. All of the required documents can be directly loaded into the system. I can assign each of the chapters to our staff to review the materials and make notes. We can also export the information they submitted and save it in our files or pull out certain documents we need. Cognito Forms (www.cognitoforms.com); John Torres CAE, Executive Director, Maryland Farm Bureau, Inc. Click bid, election
  19. Mark your calendars for CEX 2021! Save the Date for CEX 2021 www.leveragechapters.com
  20. CHAPTER PERFORMANCE REIMAGINED: TAKING YOUR ASSOCIATION’S GROWTH TO THE NEXT LEVEL December 10, 2020 12 – 1 pm EST https://bit.ly/chapterperf https://www.billhighway.co/component-events/chapter-performance-reimagined-taking-your-associations-growth-to-the-next-level/
  21. Thank you again!