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Membership 
Dashboards: 
Engagement, Spending 
and Your Audience 
Crystal Roberts, Deputy Executive Director 
International Association of Plastics Distribution
Quick Preview
Methodology 
Step 1: Identify 
what to track 
Step 2: Identify 
engagement and 
spending 
Step 3: Data 
inventory 
Step 4: 
Development 
process 
Step 5: 
Considerations 
Step 6: 
Communications 
Step 7: 
Maintenance
The Ugly Spreadsheet
Discoveries During Development 
• Needed at least three years of data capture to 
show trends 
• Addition of “deltas” – variance from one year 
to the next 
• Chose to evenly weight spending and 
engagement
How IAPD Uses It 
• Resource allocation 
• “Mythbust” common assumptions 
about the association 
• Retain and recruit members
Mythbusting 
• Example #1: Manufacturers fund the 
vast majority of IAPD
Mythbusted 
• The dashboard showed that spending 
by manufacturers is nearly equal to 
that by all other IAPD member 
categories 
53% 
Manufacturers 
Resin Manufacturers 
47% 
All other 
categories
Mythbusting 
• Example #2: IAPD caters only to big 
distributors
Mythbusted 
• The majority of IAPD programs and 
services apply to all member 
categories. Ten offerings were 
developed to serve small distributors. 
40 
35 
30 
25 
20 
15 
10 
5 
0 
All Membership 
Categories 
Small Distributors Small, Mid, & 
Large Distributors 
All Membership 
Categories Minus 
Distributors
Mythbusting 
• Example #3: Only the biggest 
companies can make an impact or 
score the highest
Mythbusted 
• Of the 83 A and B companies, 65% 
have less than $50 million in billing 
65% 
< $50 MM 
35% 
> $50 MM
Results of Soft Rollout 
• Membership dashboard presented to 
leadership in April; since then: 
?
Next Steps for IAPD 
• Analyze how member companies manage 
their IAPD budgets 
• Analyze reasons for lack of engagement in 
products/services 
• Individual profiles being sent to each member 
• Rollout the rankings to full membership
Your Turn 
• Use these tools for guidance in creating your 
own membership dashboard 
• Tips 
– Professional associations: Rather than track 
individual members, track membership categories 
– Trade associations: Track each member company 
and analyze by membership category, size or 
market segment
Contact us 
Crystal Roberts, M.B.A. 
Deputy Executive Director 
International Association of Plastics Distribution 
www.iapd.org 
croberts@iapd.org 
(913) 345-1005

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IAPD Member Engagement Case Study

  • 1. Membership Dashboards: Engagement, Spending and Your Audience Crystal Roberts, Deputy Executive Director International Association of Plastics Distribution
  • 3. Methodology Step 1: Identify what to track Step 2: Identify engagement and spending Step 3: Data inventory Step 4: Development process Step 5: Considerations Step 6: Communications Step 7: Maintenance
  • 5. Discoveries During Development • Needed at least three years of data capture to show trends • Addition of “deltas” – variance from one year to the next • Chose to evenly weight spending and engagement
  • 6. How IAPD Uses It • Resource allocation • “Mythbust” common assumptions about the association • Retain and recruit members
  • 7. Mythbusting • Example #1: Manufacturers fund the vast majority of IAPD
  • 8. Mythbusted • The dashboard showed that spending by manufacturers is nearly equal to that by all other IAPD member categories 53% Manufacturers Resin Manufacturers 47% All other categories
  • 9. Mythbusting • Example #2: IAPD caters only to big distributors
  • 10. Mythbusted • The majority of IAPD programs and services apply to all member categories. Ten offerings were developed to serve small distributors. 40 35 30 25 20 15 10 5 0 All Membership Categories Small Distributors Small, Mid, & Large Distributors All Membership Categories Minus Distributors
  • 11. Mythbusting • Example #3: Only the biggest companies can make an impact or score the highest
  • 12. Mythbusted • Of the 83 A and B companies, 65% have less than $50 million in billing 65% < $50 MM 35% > $50 MM
  • 13. Results of Soft Rollout • Membership dashboard presented to leadership in April; since then: ?
  • 14. Next Steps for IAPD • Analyze how member companies manage their IAPD budgets • Analyze reasons for lack of engagement in products/services • Individual profiles being sent to each member • Rollout the rankings to full membership
  • 15. Your Turn • Use these tools for guidance in creating your own membership dashboard • Tips – Professional associations: Rather than track individual members, track membership categories – Trade associations: Track each member company and analyze by membership category, size or market segment
  • 16. Contact us Crystal Roberts, M.B.A. Deputy Executive Director International Association of Plastics Distribution www.iapd.org croberts@iapd.org (913) 345-1005

Editor's Notes

  1. Drop delinquent D-level companies rather than pursuing late membership dues Provide perks/discounts to A-level companies Identify under-utilized resources and benefits
  2. Competitive nature of members has caused them to send more people to IAPD regional golf tournaments and the annual convention to increase their engagement points Individualized pieces used to highlight how each member may better leverage their membership