SlideShare a Scribd company logo
1 of 37
New Year,
New Ideas:
Start a New
Conversation
About
Chapters
Got chapters? We’ve got solutions. Billhighway is a chapter
management solution that unifies data systems and
simplifies administrative processes to empower staff and
volunteers, so you can focus more time and energy on
members and growing your organization.
About Hosts
Billhighway & Mariner
Mariner Management & Marketing is your partner in helping
association volunteers and staff create the greatest possible
value for your members and in ensuring the long term
health and growth of your association.
Chat Question
What New Year’s Resolutions
have you established for your
chapters this year?
Tech Tools to make your
volunteers’ jobs easier!
#10
CRP Tech Tools
“Any tech tool is a solution, not the solution.”
– Corey Strausman, Associate Director of
Chapter Development, American Institute of
Graphic Arts (AIGA)
Where to find more tech tools
 Your Nerdy Best Friend aka Beth Ziesenis
 Tech Tools for Chapters
 199+ Amazing Free or Cheap Online Tools for
Nonprofits
Chapter Tech Tools for
Creating Visual Content
[Blog]
Chapter Tech Tools for
Providing Resources to
Chapter Leaders [Blog]
Chapter Tech Tools for
Collecting Chapter Data
[Blog]
Chapter Tech Tools You
Can’t Live Without
[Webinar]
Resources:
Chapter Tech Guiding Questions
01
02
03
What current pain or challenge are you trying
to solve with this tool?
What existing systems must integrate/play
nicely with this tool?
How will you evaluate potential tool vendors? Do
you have a list of key questions and requirements?
04
Who ultimately owns this project/implementation?
Do you have a champion for it?
05
How will you receive member and chapter
feedback?
06
What does success with this tool look like?
What tools are you already using to address
this challenge? Are they working?
How will you roll out this tool and encourage
chapters to adopt and leverage it?
07
08
09
Will you consider having a small diverse
sampling of chapters to pilot the tool?
Power-up your chapter
programming
#9
Power Up
Programming
3 Ways to Help Find Speakers
• Curate Existing Lists
Finding effective speakers and connecting them with the right
chapter can be challenging. Curate existing lists instead of
recreating the wheel.
• Set Up Directory
Creating a directory of speakers helps connect people looking
for a speaker with those who are looking to be a speaker.
• Provide Speakers
Every chapter is on the lookout for programing content. Offer a
speakers series, or provide training to help find effective
speakers.
Tips on Building a Speakers
Bureau for Chapters
[Webinar]
Part 1: How to Find
Speakers and Programming
for Chapter Events [Blog]
Part 2: How to Help
Chapters Find Speakers for
Their Events [Blog]
Speakers Bureau: Solving
Problems With Mutually
Beneficial Partnerships
[Blog]
Resources:
Incentives
AADE ties Diabetes Educator of the Year award to being available to travel to local
groups to give presentations – can help build the speaker directory?
You’ve Built It…But Will They Come?
Discounts
AMA offers 5% discount off the speaker fee for all bookings via their portal
Rethink “Competition”
• Rethink competition for speakers between local chapters and national
• Leverage best speakers from national events for local chapter events, at no
cost or discounted cost
• National Association of Tax Professionals schedules events and speakers
further in advance than chapters, so there’s rarely an issue
Find a new way to
collaborate with chapters
#8
Collaborate
With Chapters
Key Questions:
 Are you currently using your components to enhance National’s
marketing efforts?
 What is the one thing that your chapters could help you do
better?
Why It’s Important:
• Removes Silos: Components reach a whole new segment of
members and non-members
• Local Storytelling: Opportunities to focus on chapter members
and highlight the local angle and impact of broad national topics
Turn Chapter Members Into
Social Media Influencers
[Blog]
How to Create a
Collaborative Chapter
Marketing Movement
[Webinar]
How an Innovative Idea
Went From Pilot to Chapter
Buy-In to Success [Blog]
Resources:
Find the WIIFM (What’s In It For Me)
Show value-add to members by giving their
projects national exposure.
Key Takeaways
Dedicate a Campaign Manager/POC
Remember you are still the campaign manager
– be sure to build time to help chapters succeed
Piggy Back on Success
Build on an existing effort that members know
about – no need to convince leaders that the
campaign will be successful
Harness the innovation
at your chapters
#7
Harness Innovation Taking a ‘Trickle Up’
Approach to Chapter
Engagement Programs
[Webinar]
Chapter Member
Engagement: Components
as Innovation Incubators,
Part 1 [Blog]
Chapter Member
Engagement: Components
as Innovation Incubators,
Part 2 [Blog]
How NAIOP Launched a
Chapter Mentoring Program
to Engage Members of All
Ages [Blog]
Resources:
Brainstorm w/ Chapters
What are the most successful programs your chapters
introduced? Would they work for other chapters?
01
Pick a Program
Pick a program and showcase it at a national level. Ask for
feedback. Gauge interest from other chapters.
02
Make a Choice
Do you want to be a ‘driver’ or ‘facilitator’? Which will work best
within your organization?
03
Roll It Out
Roll a program out and test how effective and successful it is
for your chapters.
04
Get Chapter Buy-In
Bring Chapters
to the Table
Encourage a
collaborative culture
Provide opportunities for
them to contribute
Allow and encourage
focused feedback
Empower & Challenge Them
to Take the Initiative
Be results-focused: allow time for more
project-based work
Adapt your management style
Listen: be objective & welcome new ideas
Do what you can to bridge the gap
between national & chapters
01 02 03
Provide Professional
Development Opp.
Provide mentoring &
education (i.e. chapter leader
conference)
Encourage cross-functional
partnerships, or cross-
network and association-
chapter partnerships
Train (and inspire)
your chapter leaders
#6
Remove
Obstacles
Remove obstacles for
chapter leaders – take
money & time out of the
equation to increase
participation
Leadership Training Takeaways
01
Design an
Experience
Identify learner
outcomes and keep
those goals in mind
when planning training
agendas
02
Get National
Involved
Involve National (and
industry partners) to
participate, listen and
help support chapters
03
Continue
Learning
Make your session plans
actionable and continue
to support chapters
beyond an event
04
Train Chapter
Leaders How to Train, Support &
Inspire Chapter Leaders in
One Place [Webinar]
How to Train, Support &
Inspire Volunteers at Your
Chapter Leader Conference
[Blog]
Chapter Leadership
Conference: The Catalyst
for Chapter Success [Blog]
Resources:
Remove Obstacles & Encourage
Participation
 Money: Offer subsidies, scholarships and/or sponsorships to
remove $$ from equation
 Ability to Get Time Off: Add continuing education credit (CAE
credit) & share a letter that builds your case to management
(reasons to attend/ROI)
 Accessibility: Create a 12 month plan with on-demand, virtual &
face-to-face training
Address the
volunteer issue
#5
The Volunteer Issue
Powering Up Your Chapter
Leaders Succession
Planning [Webinar]
How to Build a Chapter
Leadership Pipeline [Blog]
How to Attract Chapter
Volunteers: Solutions to 8
Excuses for Not
Participating [Blog]
Power-up Your Chapter’s
Succession Planning [Blog]
How to Retain Chapter
Leaders by Preventing
Burnout & Turnover [Blog]
Resources:
Tips:
1. Embrace new volunteer model and shift requirements
for traditional structure
2. Launch a new process for recruiting new volunteers
3. Coach leaders to engage volunteers
4. Tap that low-hanging fruit
 Make it easy for members to invite others to
volunteer
 Make a personal introduction for a current chapter
leader to a future leader
Old Model
• Focused on the top
• Focuses on titles
• Focused on what we
need – not how do
they want to engage
New Model
• Turn the focus upside
down
• Focused on how they
want to engage
Get the resources
and decisions
#4
Return On
Investment
Chapters: Are They Worth
The Effort? [Webinar]
Chapters – A Defensible
ROI? [Blog]
How to Demonstrate the
Value of Chapters to Your
Association [Blog]
How the Global Business
Travel Association
Measures Chapter ROI
[Blog]
Chapters– Are They Worth
The Cost? [Blog]
Driving Chapter Value
[Whitepaper]
Resources:
You can’t manage
what you don’t
measure.
“ “
ROI Valuation Matrix: Sample
Channel Direct Value of Activity Price the Service
Price the Volunteer
Contribution
Indirect Value of Activity
Distribution
Chapters sell association
products (t-shirts,
publications, etc.) for which
we can track income & profit
Marketing &
Communication
Chapters conduct PR campaigns
re the value of our profession;
we identify what it would cost us
to hire a PR firm to do the same
Listening
Chapter leaders regularly conduct
and report calls to members in
which emerging issues are
identified; we track hours & value
same
Next Gen
Development
Chapters offer mentoring
programs which prepare entry-
level professionals for our
certification; we identify increase
in participation.
https://marinermanagement.com/resource/blog/2017-05-02/chapters-a-defensible-roi/
Do something different
with your chapter mgmt
#3
Do Something
Different
10 Ways to Hack Your
Chapters: Takeaways from
ASAE Annual [Webinar]
#ASAE18 Component
Hackathon: Take These
Innovative Chapter Ideas,
Please! [Blog]
10 Ideas Shared by the
CRP Community to
#LeverageChapters [Blog]
Let’s Hack Our Chapter
Systems [Blog]
Turn Members Into Hackers
(The Good Kind) [Blog]
Resources:
Ideas:
 TOPS – Tool for Optimization and Performance
Streaming (Goal = streamline chapter
management)
 Association version of Meetup.com or virtual un-
chapters (Goal = super simple group structure)
 FLEX: A Strong, Flexible & Configurable Chapter
Solution (Goal = platform for chapter leaders to
share their experience & feedback in 1 spot)
 Components Kickstarter (Goal = model that
leverages components as innovation incubators)
01
02
03
Two questions can spur re-design: (1)
what do you make your chapters do that
seems kind of silly; (2) what guidelines
do chapters routinely miss or ignore?
Reframe your mindset
Can you get 60-80% of the way there?
Rethink your resources (CRP community,
Slack, Excel, group email address)
04
Lead with motivation
Know what motivates your chapter
leaders to spur their engagement
05
Key Hackathon Takeaways
Format
Use hackathons to engage volunteers in
designing new solutions to old problems
(start with a specific question)
Freedom to Fail
Give chapters the go-ahead to try new
things; the okay to fail responsibly
Just-in-time Resources
Have resources & training available when
chapter leaders need it – they’re not
going to go searching..
06
Find the member
sweet spot
#2
Member Sweet Spot Resources:
Optimize the National / Chapter Intersection
 Recruit local-only members
 Sell dual membership
 Create alignment with chapters
 Make resource/support decisions
 We & our leaders better understand the member
 Unlock the solution to engaging Next Gen
Sharing Members:
Optimizing the National &
Chapters Intersection
[Webinar]
Member Journey Mapping:
Walking a Mile in Your
Members’ Shoes [Blog]
Ways YOU can
level up
#1
#1 Understand and
speak the language of
the C-suite
• Speak the language of senior
management to get your voice
heard.
• Pay attention to what CEO talks
about during meetings.
• Learn about their challenges and
concerns.
• Understand their goals and
strategies. How components fit
into that picture?
Advice from CRPs
#2 Show the role of
components in the
association ecosystem
• Components drive membership
value.
• Find data or stories/testimonials
that support this view.
• Association C-suite must see
components as an opportunity to
be leveraged, not a structure to
be managed.
• A strategic asset that helps
National achieve its goals
and fulfill its mission.
#3 Build a reputation
and relationships with
senior staff
• Spend as much time with them as
possible.
• Find out what makes their job
tough.
• Become a resource.
• How can you make their job
easier so you can get their
support when you need
something?
#4 Be accessible and
transparent to all
• To get the valuable information
and data the C-suite and senior
staff need.
• chapter leaders and
members must be willing to
provide it to you.
• Make yourself available,
trustworthy.
• Be transparent. Necessary to
eliminate the “us vs. them”
mindset so often seen between
associations and their
components.
Advice from CRPs (cont.)
#5 Collect and share
strategically valuable
information
• Take advantage of your
relationships with chapter leaders,
access to the “average” member.
• Analyze what you learn.
• Identify strategic trends and
opportunities for National,
emerging issues, places where
National and chapters can
align/collaborate to achieve
mutual goals.
#6 Adopt a strategic
mindset
• CRPs work with chapters, but
work for National.
• Need to find the balance.
• Don’t want to be perceived
by senior leadership as
solely aligned with the
chapter point-of-view.
• Responsibility to bring the chapter
perspective to National, but focus
on National’s strategic vision.
What’s Your 1?
2019 Benchmarking
Study
Participate in the 2nd Benchmarking
Study sponsored by Mariner Management
& Billhighway
Act Now!
Survey closes Friday, January 18th
https://app.keysurvey.com/f/1325593/1561/
October 18, 2019
Registration opening soon!
visit www.leveragechapters.com

More Related Content

More from Billhighway

20 Things You Can Do For Your Chapters in 2023
20 Things You Can Do For Your Chapters in 202320 Things You Can Do For Your Chapters in 2023
20 Things You Can Do For Your Chapters in 2023Billhighway
 
Can You Hear Me? Effective Practices in Communicating with Chapter Leaders
Can You Hear Me? Effective Practices in Communicating with Chapter LeadersCan You Hear Me? Effective Practices in Communicating with Chapter Leaders
Can You Hear Me? Effective Practices in Communicating with Chapter LeadersBillhighway
 
Idea Swap: Helping Chapters Embrace Change
Idea Swap: Helping Chapters Embrace ChangeIdea Swap: Helping Chapters Embrace Change
Idea Swap: Helping Chapters Embrace ChangeBillhighway
 
The Webinar You Need to Get Your Leaders On Board with New Tech
The Webinar You Need to Get Your Leaders On Board with New TechThe Webinar You Need to Get Your Leaders On Board with New Tech
The Webinar You Need to Get Your Leaders On Board with New TechBillhighway
 
Idea Swap: Ways to Celebrate & Appreciate Our Volunteers
Idea Swap: Ways to Celebrate & Appreciate Our VolunteersIdea Swap: Ways to Celebrate & Appreciate Our Volunteers
Idea Swap: Ways to Celebrate & Appreciate Our VolunteersBillhighway
 
Sending CRPs Some Love: Our Best Chapter Resources
Sending CRPs Some Love: Our Best Chapter ResourcesSending CRPs Some Love: Our Best Chapter Resources
Sending CRPs Some Love: Our Best Chapter ResourcesBillhighway
 
Chapter Performance & Benchmarking Unwrapped: Creating a Compelling Chapter S...
Chapter Performance & Benchmarking Unwrapped: Creating a Compelling Chapter S...Chapter Performance & Benchmarking Unwrapped: Creating a Compelling Chapter S...
Chapter Performance & Benchmarking Unwrapped: Creating a Compelling Chapter S...Billhighway
 
Chapter Performance & Benchmarking Unwrapped: Using Dashboards to Tell the Ch...
Chapter Performance & Benchmarking Unwrapped: Using Dashboards to Tell the Ch...Chapter Performance & Benchmarking Unwrapped: Using Dashboards to Tell the Ch...
Chapter Performance & Benchmarking Unwrapped: Using Dashboards to Tell the Ch...Billhighway
 
Chapter Performance & Benchmarking Unwrapped: How Associations View Chapters
Chapter Performance & Benchmarking Unwrapped: How Associations View ChaptersChapter Performance & Benchmarking Unwrapped: How Associations View Chapters
Chapter Performance & Benchmarking Unwrapped: How Associations View ChaptersBillhighway
 
Virtual Idea Swap: Coaching Chapter Leaders for Success
Virtual Idea Swap: Coaching Chapter Leaders for SuccessVirtual Idea Swap: Coaching Chapter Leaders for Success
Virtual Idea Swap: Coaching Chapter Leaders for SuccessBillhighway
 
Billhighway: A Solution for Better Chapter Performance  
Billhighway: A Solution for Better Chapter Performance  Billhighway: A Solution for Better Chapter Performance  
Billhighway: A Solution for Better Chapter Performance  Billhighway
 
Prepping for 2022: Chapter Virtual Idea Swap
Prepping for 2022: Chapter Virtual Idea SwapPrepping for 2022: Chapter Virtual Idea Swap
Prepping for 2022: Chapter Virtual Idea SwapBillhighway
 
Let's Reboot Volunteer Training
Let's Reboot Volunteer TrainingLet's Reboot Volunteer Training
Let's Reboot Volunteer TrainingBillhighway
 
Drive Chapter Behavior with Targeted Benchmarking
Drive Chapter Behavior with Targeted BenchmarkingDrive Chapter Behavior with Targeted Benchmarking
Drive Chapter Behavior with Targeted BenchmarkingBillhighway
 
Chapter Events: Deciding on In-Person, Hybrid, or Virtual
Chapter Events: Deciding on In-Person, Hybrid, or VirtualChapter Events: Deciding on In-Person, Hybrid, or Virtual
Chapter Events: Deciding on In-Person, Hybrid, or VirtualBillhighway
 
3 Ways to Tap Chapter Relevance in 2021
3 Ways to Tap Chapter Relevance in 20213 Ways to Tap Chapter Relevance in 2021
3 Ways to Tap Chapter Relevance in 2021Billhighway
 
Chapter Performance Reimagined: Taking Your Association's Growth to the Next ...
Chapter Performance Reimagined: Taking Your Association's Growth to the Next ...Chapter Performance Reimagined: Taking Your Association's Growth to the Next ...
Chapter Performance Reimagined: Taking Your Association's Growth to the Next ...Billhighway
 
Chapter Tech Edition: A Few of Our Favorite Chapter Tools for 2021
Chapter Tech Edition: A Few of Our Favorite Chapter Tools for 2021Chapter Tech Edition: A Few of Our Favorite Chapter Tools for 2021
Chapter Tech Edition: A Few of Our Favorite Chapter Tools for 2021Billhighway
 
Pivoting Your Chapter Leadership Conference to Virtual
Pivoting Your Chapter Leadership Conference to VirtualPivoting Your Chapter Leadership Conference to Virtual
Pivoting Your Chapter Leadership Conference to VirtualBillhighway
 
Tap Chapters as a Member Engagement Channel
Tap Chapters as a Member Engagement ChannelTap Chapters as a Member Engagement Channel
Tap Chapters as a Member Engagement ChannelBillhighway
 

More from Billhighway (20)

20 Things You Can Do For Your Chapters in 2023
20 Things You Can Do For Your Chapters in 202320 Things You Can Do For Your Chapters in 2023
20 Things You Can Do For Your Chapters in 2023
 
Can You Hear Me? Effective Practices in Communicating with Chapter Leaders
Can You Hear Me? Effective Practices in Communicating with Chapter LeadersCan You Hear Me? Effective Practices in Communicating with Chapter Leaders
Can You Hear Me? Effective Practices in Communicating with Chapter Leaders
 
Idea Swap: Helping Chapters Embrace Change
Idea Swap: Helping Chapters Embrace ChangeIdea Swap: Helping Chapters Embrace Change
Idea Swap: Helping Chapters Embrace Change
 
The Webinar You Need to Get Your Leaders On Board with New Tech
The Webinar You Need to Get Your Leaders On Board with New TechThe Webinar You Need to Get Your Leaders On Board with New Tech
The Webinar You Need to Get Your Leaders On Board with New Tech
 
Idea Swap: Ways to Celebrate & Appreciate Our Volunteers
Idea Swap: Ways to Celebrate & Appreciate Our VolunteersIdea Swap: Ways to Celebrate & Appreciate Our Volunteers
Idea Swap: Ways to Celebrate & Appreciate Our Volunteers
 
Sending CRPs Some Love: Our Best Chapter Resources
Sending CRPs Some Love: Our Best Chapter ResourcesSending CRPs Some Love: Our Best Chapter Resources
Sending CRPs Some Love: Our Best Chapter Resources
 
Chapter Performance & Benchmarking Unwrapped: Creating a Compelling Chapter S...
Chapter Performance & Benchmarking Unwrapped: Creating a Compelling Chapter S...Chapter Performance & Benchmarking Unwrapped: Creating a Compelling Chapter S...
Chapter Performance & Benchmarking Unwrapped: Creating a Compelling Chapter S...
 
Chapter Performance & Benchmarking Unwrapped: Using Dashboards to Tell the Ch...
Chapter Performance & Benchmarking Unwrapped: Using Dashboards to Tell the Ch...Chapter Performance & Benchmarking Unwrapped: Using Dashboards to Tell the Ch...
Chapter Performance & Benchmarking Unwrapped: Using Dashboards to Tell the Ch...
 
Chapter Performance & Benchmarking Unwrapped: How Associations View Chapters
Chapter Performance & Benchmarking Unwrapped: How Associations View ChaptersChapter Performance & Benchmarking Unwrapped: How Associations View Chapters
Chapter Performance & Benchmarking Unwrapped: How Associations View Chapters
 
Virtual Idea Swap: Coaching Chapter Leaders for Success
Virtual Idea Swap: Coaching Chapter Leaders for SuccessVirtual Idea Swap: Coaching Chapter Leaders for Success
Virtual Idea Swap: Coaching Chapter Leaders for Success
 
Billhighway: A Solution for Better Chapter Performance  
Billhighway: A Solution for Better Chapter Performance  Billhighway: A Solution for Better Chapter Performance  
Billhighway: A Solution for Better Chapter Performance  
 
Prepping for 2022: Chapter Virtual Idea Swap
Prepping for 2022: Chapter Virtual Idea SwapPrepping for 2022: Chapter Virtual Idea Swap
Prepping for 2022: Chapter Virtual Idea Swap
 
Let's Reboot Volunteer Training
Let's Reboot Volunteer TrainingLet's Reboot Volunteer Training
Let's Reboot Volunteer Training
 
Drive Chapter Behavior with Targeted Benchmarking
Drive Chapter Behavior with Targeted BenchmarkingDrive Chapter Behavior with Targeted Benchmarking
Drive Chapter Behavior with Targeted Benchmarking
 
Chapter Events: Deciding on In-Person, Hybrid, or Virtual
Chapter Events: Deciding on In-Person, Hybrid, or VirtualChapter Events: Deciding on In-Person, Hybrid, or Virtual
Chapter Events: Deciding on In-Person, Hybrid, or Virtual
 
3 Ways to Tap Chapter Relevance in 2021
3 Ways to Tap Chapter Relevance in 20213 Ways to Tap Chapter Relevance in 2021
3 Ways to Tap Chapter Relevance in 2021
 
Chapter Performance Reimagined: Taking Your Association's Growth to the Next ...
Chapter Performance Reimagined: Taking Your Association's Growth to the Next ...Chapter Performance Reimagined: Taking Your Association's Growth to the Next ...
Chapter Performance Reimagined: Taking Your Association's Growth to the Next ...
 
Chapter Tech Edition: A Few of Our Favorite Chapter Tools for 2021
Chapter Tech Edition: A Few of Our Favorite Chapter Tools for 2021Chapter Tech Edition: A Few of Our Favorite Chapter Tools for 2021
Chapter Tech Edition: A Few of Our Favorite Chapter Tools for 2021
 
Pivoting Your Chapter Leadership Conference to Virtual
Pivoting Your Chapter Leadership Conference to VirtualPivoting Your Chapter Leadership Conference to Virtual
Pivoting Your Chapter Leadership Conference to Virtual
 
Tap Chapters as a Member Engagement Channel
Tap Chapters as a Member Engagement ChannelTap Chapters as a Member Engagement Channel
Tap Chapters as a Member Engagement Channel
 

Recently uploaded

IESVE for Early Stage Design and Planning
IESVE for Early Stage Design and PlanningIESVE for Early Stage Design and Planning
IESVE for Early Stage Design and PlanningIES VE
 
Easier, Faster, and More Powerful – Notes Document Properties Reimagined
Easier, Faster, and More Powerful – Notes Document Properties ReimaginedEasier, Faster, and More Powerful – Notes Document Properties Reimagined
Easier, Faster, and More Powerful – Notes Document Properties Reimaginedpanagenda
 
ECS 2024 Teams Premium - Pretty Secure
ECS 2024   Teams Premium - Pretty SecureECS 2024   Teams Premium - Pretty Secure
ECS 2024 Teams Premium - Pretty SecureFemke de Vroome
 
Behind the Scenes From the Manager's Chair: Decoding the Secrets of Successfu...
Behind the Scenes From the Manager's Chair: Decoding the Secrets of Successfu...Behind the Scenes From the Manager's Chair: Decoding the Secrets of Successfu...
Behind the Scenes From the Manager's Chair: Decoding the Secrets of Successfu...CzechDreamin
 
Extensible Python: Robustness through Addition - PyCon 2024
Extensible Python: Robustness through Addition - PyCon 2024Extensible Python: Robustness through Addition - PyCon 2024
Extensible Python: Robustness through Addition - PyCon 2024Patrick Viafore
 
AI presentation and introduction - Retrieval Augmented Generation RAG 101
AI presentation and introduction - Retrieval Augmented Generation RAG 101AI presentation and introduction - Retrieval Augmented Generation RAG 101
AI presentation and introduction - Retrieval Augmented Generation RAG 101vincent683379
 
The Value of Certifying Products for FDO _ Paul at FIDO Alliance.pdf
The Value of Certifying Products for FDO _ Paul at FIDO Alliance.pdfThe Value of Certifying Products for FDO _ Paul at FIDO Alliance.pdf
The Value of Certifying Products for FDO _ Paul at FIDO Alliance.pdfFIDO Alliance
 
WSO2CONMay2024OpenSourceConferenceDebrief.pptx
WSO2CONMay2024OpenSourceConferenceDebrief.pptxWSO2CONMay2024OpenSourceConferenceDebrief.pptx
WSO2CONMay2024OpenSourceConferenceDebrief.pptxJennifer Lim
 
ASRock Industrial FDO Solutions in Action for Industrial Edge AI _ Kenny at A...
ASRock Industrial FDO Solutions in Action for Industrial Edge AI _ Kenny at A...ASRock Industrial FDO Solutions in Action for Industrial Edge AI _ Kenny at A...
ASRock Industrial FDO Solutions in Action for Industrial Edge AI _ Kenny at A...FIDO Alliance
 
Oauth 2.0 Introduction and Flows with MuleSoft
Oauth 2.0 Introduction and Flows with MuleSoftOauth 2.0 Introduction and Flows with MuleSoft
Oauth 2.0 Introduction and Flows with MuleSoftshyamraj55
 
Future Visions: Predictions to Guide and Time Tech Innovation, Peter Udo Diehl
Future Visions: Predictions to Guide and Time Tech Innovation, Peter Udo DiehlFuture Visions: Predictions to Guide and Time Tech Innovation, Peter Udo Diehl
Future Visions: Predictions to Guide and Time Tech Innovation, Peter Udo DiehlPeter Udo Diehl
 
Easier, Faster, and More Powerful – Alles Neu macht der Mai -Wir durchleuchte...
Easier, Faster, and More Powerful – Alles Neu macht der Mai -Wir durchleuchte...Easier, Faster, and More Powerful – Alles Neu macht der Mai -Wir durchleuchte...
Easier, Faster, and More Powerful – Alles Neu macht der Mai -Wir durchleuchte...panagenda
 
AI revolution and Salesforce, Jiří Karpíšek
AI revolution and Salesforce, Jiří KarpíšekAI revolution and Salesforce, Jiří Karpíšek
AI revolution and Salesforce, Jiří KarpíšekCzechDreamin
 
Designing for Hardware Accessibility at Comcast
Designing for Hardware Accessibility at ComcastDesigning for Hardware Accessibility at Comcast
Designing for Hardware Accessibility at ComcastUXDXConf
 
Optimizing NoSQL Performance Through Observability
Optimizing NoSQL Performance Through ObservabilityOptimizing NoSQL Performance Through Observability
Optimizing NoSQL Performance Through ObservabilityScyllaDB
 
Integrating Telephony Systems with Salesforce: Insights and Considerations, B...
Integrating Telephony Systems with Salesforce: Insights and Considerations, B...Integrating Telephony Systems with Salesforce: Insights and Considerations, B...
Integrating Telephony Systems with Salesforce: Insights and Considerations, B...CzechDreamin
 
Enterprise Knowledge Graphs - Data Summit 2024
Enterprise Knowledge Graphs - Data Summit 2024Enterprise Knowledge Graphs - Data Summit 2024
Enterprise Knowledge Graphs - Data Summit 2024Enterprise Knowledge
 
Choosing the Right FDO Deployment Model for Your Application _ Geoffrey at In...
Choosing the Right FDO Deployment Model for Your Application _ Geoffrey at In...Choosing the Right FDO Deployment Model for Your Application _ Geoffrey at In...
Choosing the Right FDO Deployment Model for Your Application _ Geoffrey at In...FIDO Alliance
 
Unpacking Value Delivery - Agile Oxford Meetup - May 2024.pptx
Unpacking Value Delivery - Agile Oxford Meetup - May 2024.pptxUnpacking Value Delivery - Agile Oxford Meetup - May 2024.pptx
Unpacking Value Delivery - Agile Oxford Meetup - May 2024.pptxDavid Michel
 
Salesforce Adoption – Metrics, Methods, and Motivation, Antone Kom
Salesforce Adoption – Metrics, Methods, and Motivation, Antone KomSalesforce Adoption – Metrics, Methods, and Motivation, Antone Kom
Salesforce Adoption – Metrics, Methods, and Motivation, Antone KomCzechDreamin
 

Recently uploaded (20)

IESVE for Early Stage Design and Planning
IESVE for Early Stage Design and PlanningIESVE for Early Stage Design and Planning
IESVE for Early Stage Design and Planning
 
Easier, Faster, and More Powerful – Notes Document Properties Reimagined
Easier, Faster, and More Powerful – Notes Document Properties ReimaginedEasier, Faster, and More Powerful – Notes Document Properties Reimagined
Easier, Faster, and More Powerful – Notes Document Properties Reimagined
 
ECS 2024 Teams Premium - Pretty Secure
ECS 2024   Teams Premium - Pretty SecureECS 2024   Teams Premium - Pretty Secure
ECS 2024 Teams Premium - Pretty Secure
 
Behind the Scenes From the Manager's Chair: Decoding the Secrets of Successfu...
Behind the Scenes From the Manager's Chair: Decoding the Secrets of Successfu...Behind the Scenes From the Manager's Chair: Decoding the Secrets of Successfu...
Behind the Scenes From the Manager's Chair: Decoding the Secrets of Successfu...
 
Extensible Python: Robustness through Addition - PyCon 2024
Extensible Python: Robustness through Addition - PyCon 2024Extensible Python: Robustness through Addition - PyCon 2024
Extensible Python: Robustness through Addition - PyCon 2024
 
AI presentation and introduction - Retrieval Augmented Generation RAG 101
AI presentation and introduction - Retrieval Augmented Generation RAG 101AI presentation and introduction - Retrieval Augmented Generation RAG 101
AI presentation and introduction - Retrieval Augmented Generation RAG 101
 
The Value of Certifying Products for FDO _ Paul at FIDO Alliance.pdf
The Value of Certifying Products for FDO _ Paul at FIDO Alliance.pdfThe Value of Certifying Products for FDO _ Paul at FIDO Alliance.pdf
The Value of Certifying Products for FDO _ Paul at FIDO Alliance.pdf
 
WSO2CONMay2024OpenSourceConferenceDebrief.pptx
WSO2CONMay2024OpenSourceConferenceDebrief.pptxWSO2CONMay2024OpenSourceConferenceDebrief.pptx
WSO2CONMay2024OpenSourceConferenceDebrief.pptx
 
ASRock Industrial FDO Solutions in Action for Industrial Edge AI _ Kenny at A...
ASRock Industrial FDO Solutions in Action for Industrial Edge AI _ Kenny at A...ASRock Industrial FDO Solutions in Action for Industrial Edge AI _ Kenny at A...
ASRock Industrial FDO Solutions in Action for Industrial Edge AI _ Kenny at A...
 
Oauth 2.0 Introduction and Flows with MuleSoft
Oauth 2.0 Introduction and Flows with MuleSoftOauth 2.0 Introduction and Flows with MuleSoft
Oauth 2.0 Introduction and Flows with MuleSoft
 
Future Visions: Predictions to Guide and Time Tech Innovation, Peter Udo Diehl
Future Visions: Predictions to Guide and Time Tech Innovation, Peter Udo DiehlFuture Visions: Predictions to Guide and Time Tech Innovation, Peter Udo Diehl
Future Visions: Predictions to Guide and Time Tech Innovation, Peter Udo Diehl
 
Easier, Faster, and More Powerful – Alles Neu macht der Mai -Wir durchleuchte...
Easier, Faster, and More Powerful – Alles Neu macht der Mai -Wir durchleuchte...Easier, Faster, and More Powerful – Alles Neu macht der Mai -Wir durchleuchte...
Easier, Faster, and More Powerful – Alles Neu macht der Mai -Wir durchleuchte...
 
AI revolution and Salesforce, Jiří Karpíšek
AI revolution and Salesforce, Jiří KarpíšekAI revolution and Salesforce, Jiří Karpíšek
AI revolution and Salesforce, Jiří Karpíšek
 
Designing for Hardware Accessibility at Comcast
Designing for Hardware Accessibility at ComcastDesigning for Hardware Accessibility at Comcast
Designing for Hardware Accessibility at Comcast
 
Optimizing NoSQL Performance Through Observability
Optimizing NoSQL Performance Through ObservabilityOptimizing NoSQL Performance Through Observability
Optimizing NoSQL Performance Through Observability
 
Integrating Telephony Systems with Salesforce: Insights and Considerations, B...
Integrating Telephony Systems with Salesforce: Insights and Considerations, B...Integrating Telephony Systems with Salesforce: Insights and Considerations, B...
Integrating Telephony Systems with Salesforce: Insights and Considerations, B...
 
Enterprise Knowledge Graphs - Data Summit 2024
Enterprise Knowledge Graphs - Data Summit 2024Enterprise Knowledge Graphs - Data Summit 2024
Enterprise Knowledge Graphs - Data Summit 2024
 
Choosing the Right FDO Deployment Model for Your Application _ Geoffrey at In...
Choosing the Right FDO Deployment Model for Your Application _ Geoffrey at In...Choosing the Right FDO Deployment Model for Your Application _ Geoffrey at In...
Choosing the Right FDO Deployment Model for Your Application _ Geoffrey at In...
 
Unpacking Value Delivery - Agile Oxford Meetup - May 2024.pptx
Unpacking Value Delivery - Agile Oxford Meetup - May 2024.pptxUnpacking Value Delivery - Agile Oxford Meetup - May 2024.pptx
Unpacking Value Delivery - Agile Oxford Meetup - May 2024.pptx
 
Salesforce Adoption – Metrics, Methods, and Motivation, Antone Kom
Salesforce Adoption – Metrics, Methods, and Motivation, Antone KomSalesforce Adoption – Metrics, Methods, and Motivation, Antone Kom
Salesforce Adoption – Metrics, Methods, and Motivation, Antone Kom
 

New Year, New Ideas: Start a New Conversation About Chapters

  • 1. New Year, New Ideas: Start a New Conversation About Chapters
  • 2. Got chapters? We’ve got solutions. Billhighway is a chapter management solution that unifies data systems and simplifies administrative processes to empower staff and volunteers, so you can focus more time and energy on members and growing your organization. About Hosts Billhighway & Mariner Mariner Management & Marketing is your partner in helping association volunteers and staff create the greatest possible value for your members and in ensuring the long term health and growth of your association.
  • 3. Chat Question What New Year’s Resolutions have you established for your chapters this year?
  • 4. Tech Tools to make your volunteers’ jobs easier! #10
  • 5. CRP Tech Tools “Any tech tool is a solution, not the solution.” – Corey Strausman, Associate Director of Chapter Development, American Institute of Graphic Arts (AIGA) Where to find more tech tools  Your Nerdy Best Friend aka Beth Ziesenis  Tech Tools for Chapters  199+ Amazing Free or Cheap Online Tools for Nonprofits Chapter Tech Tools for Creating Visual Content [Blog] Chapter Tech Tools for Providing Resources to Chapter Leaders [Blog] Chapter Tech Tools for Collecting Chapter Data [Blog] Chapter Tech Tools You Can’t Live Without [Webinar] Resources:
  • 6. Chapter Tech Guiding Questions 01 02 03 What current pain or challenge are you trying to solve with this tool? What existing systems must integrate/play nicely with this tool? How will you evaluate potential tool vendors? Do you have a list of key questions and requirements? 04 Who ultimately owns this project/implementation? Do you have a champion for it? 05 How will you receive member and chapter feedback? 06 What does success with this tool look like? What tools are you already using to address this challenge? Are they working? How will you roll out this tool and encourage chapters to adopt and leverage it? 07 08 09 Will you consider having a small diverse sampling of chapters to pilot the tool?
  • 8. Power Up Programming 3 Ways to Help Find Speakers • Curate Existing Lists Finding effective speakers and connecting them with the right chapter can be challenging. Curate existing lists instead of recreating the wheel. • Set Up Directory Creating a directory of speakers helps connect people looking for a speaker with those who are looking to be a speaker. • Provide Speakers Every chapter is on the lookout for programing content. Offer a speakers series, or provide training to help find effective speakers. Tips on Building a Speakers Bureau for Chapters [Webinar] Part 1: How to Find Speakers and Programming for Chapter Events [Blog] Part 2: How to Help Chapters Find Speakers for Their Events [Blog] Speakers Bureau: Solving Problems With Mutually Beneficial Partnerships [Blog] Resources:
  • 9. Incentives AADE ties Diabetes Educator of the Year award to being available to travel to local groups to give presentations – can help build the speaker directory? You’ve Built It…But Will They Come? Discounts AMA offers 5% discount off the speaker fee for all bookings via their portal Rethink “Competition” • Rethink competition for speakers between local chapters and national • Leverage best speakers from national events for local chapter events, at no cost or discounted cost • National Association of Tax Professionals schedules events and speakers further in advance than chapters, so there’s rarely an issue
  • 10. Find a new way to collaborate with chapters #8
  • 11. Collaborate With Chapters Key Questions:  Are you currently using your components to enhance National’s marketing efforts?  What is the one thing that your chapters could help you do better? Why It’s Important: • Removes Silos: Components reach a whole new segment of members and non-members • Local Storytelling: Opportunities to focus on chapter members and highlight the local angle and impact of broad national topics Turn Chapter Members Into Social Media Influencers [Blog] How to Create a Collaborative Chapter Marketing Movement [Webinar] How an Innovative Idea Went From Pilot to Chapter Buy-In to Success [Blog] Resources:
  • 12. Find the WIIFM (What’s In It For Me) Show value-add to members by giving their projects national exposure. Key Takeaways Dedicate a Campaign Manager/POC Remember you are still the campaign manager – be sure to build time to help chapters succeed Piggy Back on Success Build on an existing effort that members know about – no need to convince leaders that the campaign will be successful
  • 13. Harness the innovation at your chapters #7
  • 14. Harness Innovation Taking a ‘Trickle Up’ Approach to Chapter Engagement Programs [Webinar] Chapter Member Engagement: Components as Innovation Incubators, Part 1 [Blog] Chapter Member Engagement: Components as Innovation Incubators, Part 2 [Blog] How NAIOP Launched a Chapter Mentoring Program to Engage Members of All Ages [Blog] Resources: Brainstorm w/ Chapters What are the most successful programs your chapters introduced? Would they work for other chapters? 01 Pick a Program Pick a program and showcase it at a national level. Ask for feedback. Gauge interest from other chapters. 02 Make a Choice Do you want to be a ‘driver’ or ‘facilitator’? Which will work best within your organization? 03 Roll It Out Roll a program out and test how effective and successful it is for your chapters. 04
  • 15. Get Chapter Buy-In Bring Chapters to the Table Encourage a collaborative culture Provide opportunities for them to contribute Allow and encourage focused feedback Empower & Challenge Them to Take the Initiative Be results-focused: allow time for more project-based work Adapt your management style Listen: be objective & welcome new ideas Do what you can to bridge the gap between national & chapters 01 02 03 Provide Professional Development Opp. Provide mentoring & education (i.e. chapter leader conference) Encourage cross-functional partnerships, or cross- network and association- chapter partnerships
  • 16. Train (and inspire) your chapter leaders #6
  • 17. Remove Obstacles Remove obstacles for chapter leaders – take money & time out of the equation to increase participation Leadership Training Takeaways 01 Design an Experience Identify learner outcomes and keep those goals in mind when planning training agendas 02 Get National Involved Involve National (and industry partners) to participate, listen and help support chapters 03 Continue Learning Make your session plans actionable and continue to support chapters beyond an event 04
  • 18. Train Chapter Leaders How to Train, Support & Inspire Chapter Leaders in One Place [Webinar] How to Train, Support & Inspire Volunteers at Your Chapter Leader Conference [Blog] Chapter Leadership Conference: The Catalyst for Chapter Success [Blog] Resources: Remove Obstacles & Encourage Participation  Money: Offer subsidies, scholarships and/or sponsorships to remove $$ from equation  Ability to Get Time Off: Add continuing education credit (CAE credit) & share a letter that builds your case to management (reasons to attend/ROI)  Accessibility: Create a 12 month plan with on-demand, virtual & face-to-face training
  • 20. The Volunteer Issue Powering Up Your Chapter Leaders Succession Planning [Webinar] How to Build a Chapter Leadership Pipeline [Blog] How to Attract Chapter Volunteers: Solutions to 8 Excuses for Not Participating [Blog] Power-up Your Chapter’s Succession Planning [Blog] How to Retain Chapter Leaders by Preventing Burnout & Turnover [Blog] Resources: Tips: 1. Embrace new volunteer model and shift requirements for traditional structure 2. Launch a new process for recruiting new volunteers 3. Coach leaders to engage volunteers 4. Tap that low-hanging fruit  Make it easy for members to invite others to volunteer  Make a personal introduction for a current chapter leader to a future leader
  • 21. Old Model • Focused on the top • Focuses on titles • Focused on what we need – not how do they want to engage
  • 22. New Model • Turn the focus upside down • Focused on how they want to engage
  • 23. Get the resources and decisions #4
  • 24. Return On Investment Chapters: Are They Worth The Effort? [Webinar] Chapters – A Defensible ROI? [Blog] How to Demonstrate the Value of Chapters to Your Association [Blog] How the Global Business Travel Association Measures Chapter ROI [Blog] Chapters– Are They Worth The Cost? [Blog] Driving Chapter Value [Whitepaper] Resources: You can’t manage what you don’t measure. “ “
  • 25. ROI Valuation Matrix: Sample Channel Direct Value of Activity Price the Service Price the Volunteer Contribution Indirect Value of Activity Distribution Chapters sell association products (t-shirts, publications, etc.) for which we can track income & profit Marketing & Communication Chapters conduct PR campaigns re the value of our profession; we identify what it would cost us to hire a PR firm to do the same Listening Chapter leaders regularly conduct and report calls to members in which emerging issues are identified; we track hours & value same Next Gen Development Chapters offer mentoring programs which prepare entry- level professionals for our certification; we identify increase in participation. https://marinermanagement.com/resource/blog/2017-05-02/chapters-a-defensible-roi/
  • 26. Do something different with your chapter mgmt #3
  • 27. Do Something Different 10 Ways to Hack Your Chapters: Takeaways from ASAE Annual [Webinar] #ASAE18 Component Hackathon: Take These Innovative Chapter Ideas, Please! [Blog] 10 Ideas Shared by the CRP Community to #LeverageChapters [Blog] Let’s Hack Our Chapter Systems [Blog] Turn Members Into Hackers (The Good Kind) [Blog] Resources: Ideas:  TOPS – Tool for Optimization and Performance Streaming (Goal = streamline chapter management)  Association version of Meetup.com or virtual un- chapters (Goal = super simple group structure)  FLEX: A Strong, Flexible & Configurable Chapter Solution (Goal = platform for chapter leaders to share their experience & feedback in 1 spot)  Components Kickstarter (Goal = model that leverages components as innovation incubators)
  • 28. 01 02 03 Two questions can spur re-design: (1) what do you make your chapters do that seems kind of silly; (2) what guidelines do chapters routinely miss or ignore? Reframe your mindset Can you get 60-80% of the way there? Rethink your resources (CRP community, Slack, Excel, group email address) 04 Lead with motivation Know what motivates your chapter leaders to spur their engagement 05 Key Hackathon Takeaways Format Use hackathons to engage volunteers in designing new solutions to old problems (start with a specific question) Freedom to Fail Give chapters the go-ahead to try new things; the okay to fail responsibly Just-in-time Resources Have resources & training available when chapter leaders need it – they’re not going to go searching.. 06
  • 30. Member Sweet Spot Resources: Optimize the National / Chapter Intersection  Recruit local-only members  Sell dual membership  Create alignment with chapters  Make resource/support decisions  We & our leaders better understand the member  Unlock the solution to engaging Next Gen Sharing Members: Optimizing the National & Chapters Intersection [Webinar] Member Journey Mapping: Walking a Mile in Your Members’ Shoes [Blog]
  • 31.
  • 33. #1 Understand and speak the language of the C-suite • Speak the language of senior management to get your voice heard. • Pay attention to what CEO talks about during meetings. • Learn about their challenges and concerns. • Understand their goals and strategies. How components fit into that picture? Advice from CRPs #2 Show the role of components in the association ecosystem • Components drive membership value. • Find data or stories/testimonials that support this view. • Association C-suite must see components as an opportunity to be leveraged, not a structure to be managed. • A strategic asset that helps National achieve its goals and fulfill its mission. #3 Build a reputation and relationships with senior staff • Spend as much time with them as possible. • Find out what makes their job tough. • Become a resource. • How can you make their job easier so you can get their support when you need something?
  • 34. #4 Be accessible and transparent to all • To get the valuable information and data the C-suite and senior staff need. • chapter leaders and members must be willing to provide it to you. • Make yourself available, trustworthy. • Be transparent. Necessary to eliminate the “us vs. them” mindset so often seen between associations and their components. Advice from CRPs (cont.) #5 Collect and share strategically valuable information • Take advantage of your relationships with chapter leaders, access to the “average” member. • Analyze what you learn. • Identify strategic trends and opportunities for National, emerging issues, places where National and chapters can align/collaborate to achieve mutual goals. #6 Adopt a strategic mindset • CRPs work with chapters, but work for National. • Need to find the balance. • Don’t want to be perceived by senior leadership as solely aligned with the chapter point-of-view. • Responsibility to bring the chapter perspective to National, but focus on National’s strategic vision.
  • 36. 2019 Benchmarking Study Participate in the 2nd Benchmarking Study sponsored by Mariner Management & Billhighway Act Now! Survey closes Friday, January 18th https://app.keysurvey.com/f/1325593/1561/
  • 37. October 18, 2019 Registration opening soon! visit www.leveragechapters.com

Editor's Notes

  1. At CEX 18, we heard from many association execs that they needed to do something different for their components (chapters, affiliates, regions, etc.). They were facing groups struggling to find volunteers, having difficulty filling seats at events and failing to get basic – yet important – administrative tasks completed. Others said they just wanted a reboot on their chapter support program.
  2. If you haven’t set them yet, then don’t worry! We’re here to provide you with 10 new ideas from the community shared through the Billhighway/Mariner webinar series.
  3. 1 | Tech Tools to make the your or your volunteer’s job easier! Pick up a few ideas on tech tools from CRPs who are leveraging tech on the job and recommending them to their chapter leaders. Check out Chapter Tech Tools You Can’t Live Without. You’ll learn how other CRPs are leveraging these chapter tech tools on the job and why they’re recommending them to their chapter leaders. Originally presented during our CRP-led session at CEX 2018, these chapter tech tools and uses come straight from other CRPs, so we’re sure they can work for your association too. Chapter Tech Tools Include: Wufoo Canva PowToon Zapier GroupMap Kahoot Survey Monkey Eventbrite PollEverywhere SignUpGenius
  4. Quick reminder from Corey Corey Strausman, associate director of chapter development at the American Institute of Graphic Arts (AIGA), kept us grounded at CEX with this advice about technology: “Any tech tool is a solution, not the solution.” Sometimes a tool can make a huge difference as our CEX presenters demonstrated. But sometimes people expect technology to solve problems it can’t really solve. Take a look at the people, practices, and processes around a problem. Make sure you fix those too or your new tool may not bring you the results you expected. A new tool won’t always automagically solve your chapter issues, but it certainly could help you save time by streamlining processes. It’s worth the investment of time at the front end so you can free up your schedule to work on more strategic tasks. We can’t talk about tech tools and apps without mentioning Your Nerdy Best Friend aka Beth Ziesenis. You might have heard her speak at an ASAE, SAE, or other association event. Her website and newsletter are full of tech tool recommendations from Beth and her association audience. Check out these posts too: Tech Tools for Chapters (Mariner Management) 199+ Amazing Free or Cheap Online Tools for Nonprofits (Wild Apricot)
  5. We know it's hard to find the right tools and technology for your chapters—they all vary in size and technical expertise. So we did a bit of digging and gathered all the chapter tools we could find that might make your chapter leaders‘ lives easier. We even put together a set of guiding questions to help you get started in selecting the best tool for your chapters and association. Think of this as your chapter tool guide. Before you get too far into the tool selection process, take some time to review these questions with your team: What current pain or challenge are you trying to solve with this tool? What tools are you already using to address this challenge? Are they working? What existing systems must integrate/play nicely with this tool? How will you evaluate potential tool vendors? Do you have a list of key questions and requirements? How will you roll out this tool and encourage chapters to adopt and leverage it? Who ultimately owns this project/implementation? Do you have a champion for it? How will you receive member and chapter feedback? Will you consider having a small diverse sampling of chapters to pilot the tool? What does success with this tool look like?
  6. 2 | Power-up your chapter programming with a Speakers Bureau by following the lead of some successful associations. Get tips at Tips on Building a Speakers Bureau for Chapters
  7. Offering effective speakers who can discuss timely, industry-relevant topics helps increase chapter engagement while driving wider awareness of your association. In this webinar, we’ll provide examples of how other associations have built their speakers bureaus, including how they’ve driven adoption. In addition, we’ll discuss the various resources available to chapters that want to build their own speakers bureau. Turning Ideas Into Action Confirm your chapters need help finding speakers Review (and consolidate) current speaker resources Pilot a platform (or Excel spreadsheet) with your organization Set and track metrics for local chapters and national to follow
  8. Turning Ideas Into Action Confirm your chapters need help finding speakers Review (and consolidate) current speaker resources Pilot a platform (or Excel spreadsheet) with your organization Set and track metrics for local chapters and national to follow
  9. 3 | Find a new way to collaborate with chapters to meet your staff goals around growth, awareness and brand. Learn from a couple of savvy association who created collaborative marketing movements on How to Create a Collaborative Chapter Marketing Movement. With the generational shift and rise of digital engagement, more chapter-based associations are starting to incorporate influencer models into their digital media marketing strategies. Unsurprisingly, many association leaders are looking to their chapters to help keep their marketing momentum going. In the webinar–How to Create a Collaborative Chapter Marketing Movement–we provide examples of what other associations have done to drive membership engagement, particularly with younger generations. View Slides >>
  10. Why It’s Important to Activate Your Chapters in Your Marketing Efforts Removes Silos: Components reach a whole new segment of members and non-members Local Storytelling: Opportunities to focus on chapter members and highlight the local angle and impact of broad national topics Ability to create micro-moments Opportunities for omni-channel marketing Support Given to Chapters Consistent Messaging - Put together a tool kit for chapters that included graphics, sample social media posts and sample emails. Customizable by Chapter - Wanted states and chapters to feel like they’re part of it. The toolkit was customizable so they could customize messaging to reflect their goals. Online Community - Hosted an online community where states and chapters could find help, get information, and download resources (like the tool kit).
  11. Examples: ANA’s #FitNurseFriday5K Campaign ASLA Let Chapters Take Over Instagram International Mountain Bicycling Association Dig IN Campaign Institute of Management Accountants (IMA) Video Contest Additional Lessons Learned Devil is in the details Must have POC Keep schedule in front of everyone
  12. 4 | Harness the innovation at your chapters to create new programs by following a trickle-up approach. Simply put, it’s identifying a program that has been successful at a local level and then expand it nationally. These associations tell how in Taking a ‘Trickle-up’ Approach to Chapter Engagement Programs. Every organization wants to provide its chapters with the tools and programs it needs to create meaningful membership experiences. But each chapter is different and what sounds like a great idea from a national perspective might not always be a good fit at the local level. Instead of taking a ‘trickle down’ approach to new programs, why not do the exact opposite and take a ‘trickle up’ approach: identify a program that has been successful at a local level and then expand it nationally. In this webinar, we’ll · Look at ways to identify the best programs for consideration · Discuss different approaches to driving programs at a national level · Highlight best practices when expanding a chapter-level program
  13. Key Questions: Is there a wider need for this program? Will other chapters be open to participate? How involved do you want to be? Will you be a ‘driver’ or a ‘facilitator’? What’s your bandwidth? Once you’ve launched, how will you measure success? Stay up-to-date? Key Takeaways Be Inclusive - Involve the people who started the program – they’ll become your biggest champions and want to see the program succeed Recognize Your Leaders - Highlight the people in your organization – give them an opportunity to talk about their part in the program Keep Open Communication - Keep an open channel of communication with the chapters who have rolled-out the program Create an Advisory Group - Use the chapter roll-outs as an informal ‘focus group’ before you introduce new features/functionalities for insight Examples: NAIOP’s Mentoring Programing at Toronto Chapter PMI’s Military Program (Operation: Qualify for Hire) EdTA’s Disaster Relief Matchmaking Program
  14. #1 Bring chapters to the table Encourage a collaborative culture. Provide opportunities for them to contribute. Provide and allow focused feedback. #2 Empower and challenge them to take the initiative Be results-focused: allow time for more project-based work, i.e., relieve their administrative duties. Adapt your management style: no one wants to be micromanaged. Listen: be objective and welcome new ideas. Do what you can to bridge the gap between national and chapters. #3 Provide professional development opportunities Provide mentoring and education, like a chapter leader conference. Encourage cross-functional partnerships, or cross-network and association-chapter partnerships. Turning Ideas Into Action What’s one thing you could do tomorrow? Here’s a few ideas: Brainstorm ideas with chapters – maybe you’ll find a project/concept to pilot (and they will love that you are using their ideas) Pilot an idea that’s been rolling around the association – go small Tap chapters as promotional & content channels – can you put together a chapter-sized promotion for a national product, provide tool-kit, pull their social media activity into your national stream? Repurpose and build on what you already created/worked on
  15. 5 | Train (and inspire) your chapter leaders differently in 2019 but following the tips and ideas in How to Train, Inspire & Support Chapter Leaders.
  16. Define National’s Involvement Build relationships with leaders - Identify and invite National staff who would benefit from developing closer relationships with chapter leaders and vice versa. Provide ‘expert’ advice - Ask National staff and industry partners to participate in ‘talk to an expert’ session. Chapter leaders can get help with their challenges. Move initiatives forward - If new programs and/or initiatives need chapter buy-in, invite National staff and industry partners who are leading those efforts to answer questions. Continue the Learning & Networking Experience Post recordings of educational sessions in resource center Ask attendees to share their takeaways & action plan in online community Keep listening & check-in with leaders both individually and in groups Ask leaders how they’re applying new knowledge and handling challenges Continue to help leaders connect with each other after the conference
  17. Benefits to Investing in Chapter Leadership Training: Investment in the Future - When you dedicate time & money to training chapter leaders, you set them and their chapters up for success Build Relationships & Community - Volunteer leaders can stay in touch, share advice, and support each other after the conference Strengthen National & Chapters - Your National staff and volunteer leaders can develop and deepen the relationship with chapters ‘Scout’ Out Future Leaders - Treat your conference as a training camp – find leadership recruits who could move to National Listen & Identify Support - Listen to chapter leaders, understand their strengths and weaknesses, and identify ways to support them
  18. 6 | Address the volunteer issue with a different take on chapter succession planning: shift from talking about providing succession plan templates to coaching for success. Check out a few tips here and listen into the full webinar Powering Up Your Chapter Leaders Succession Planning.
  19. (4) LOW-HANGING FRUIT:  8 ACTIONS YOU CAN TAKE RIGHT AWAY! Be an active partner in recruiting members to serve on our local boards Ask a national board or committee member completing their term, to consider serving at the local level Keep a list of local/state volunteer opportunities to refer to members Consider adding local volunteer service to your CE requirements Ask your national leaders to recruit colleagues in their organizations to sit on local boards Make it easy for members to invite others to volunteer Make a personal introduction for a current chapter leader to a future leader Take care in recruiting for national positions so you don’t drain the local talent
  20. Issue 1 – Old model (no fresh faces!) Lack of Information about Opportunities to Volunteer Conflict with other volunteering activity Never asked to volunteer Lack of virtual volunteering Lack of short-term assignments
  21. COACH – embrace the new model begin bottom up where possible use teams not committees Help them recruit – what messages are you sending? Make volunteering fun again Focus on lighter/micro-volunteering opportunities
  22. 7 | Get the resources and decisions from upper management that you need by tapping in the ROI of chapters. Hear how one association did this and pick up a chapter ROI template to help you monetize the value of geographic chapters and establish a more rational basis for the allocation of resources to support those chapters. Tune into the webinar Chapters: Are They Worth the Effort or read this post.
  23. Most of us know how much our chapters cost (staff support, rebates/grants, training programs, tech platforms, etc.), but few seem to have a good handle on the actual return on that investment Measure What Matters Just because it can be counted, doesn’t mean it counts. Sometimes the most hard to measure are also the most important to measure.
  24. The valuation matrix is a brain-storming exercise to collect a list of activities that could be monetized (directly, as a service, based on volunteer hours or indirectly). We’ll use a broad sampling from the association community to develop formulas to put $$ to those activities, recognizing that we’re unlikely to achieve mathematical perfection…but 80% accuracy will be a great improvement on the “seat-of-the-pants/because we’ve always done it that way” formula we have today. 
  25. 8 | Do something different with your chapter management. From a successful Hackathon at ASAE Annual, we highlighted four options here and included more on the webinar 10 Ways to Hack Your Chapters.
  26. #1: The Ultimate Component Management Tool for Association Staff  Think chapter management in a box! The ultimate component management tool needs to be able to capture the human element. #2: The Un-Chapter Solution (a Chapter Design without Traditional Structure) Think a better mousetrap! An “un-chapter” framework doesn’t require a heavy volunteer lift #3: The Ultimate Component Leader Portal Think Alexa for chapter questions! Provides everything chapter leaders and staff need in one spot. #4: Components as Incubators for Innovation Think the in-house innovation lab!
  27. 9 | Find the member sweet spot – for retention and growth that is. We all know from the member’s perspective, the line between “chapter” and National is blurred. Let’s look at how we can tap the opportunity this presents through a process designed to examine the member experience from their viewpoint. Tune into Sharing Members: Optimizing the National-Chapter Intersection.
  28. we often know so little about how our “members” interact and experience at the chapter level & as a consequence we miss opportunities to make the connection to national or we spend effort supporting chapters in ways that have a positive effect on the member experience. This is likely true for how we ask/support chapters in understanding and connecting to opportunities in the elements of the journey that happen at national discover from the member’s perspective where you – National – can impact the experience and where the Chapter can impact the national experience Bottom line: helps us recruit local only members to national; helps us sell the dual membership; helps us create alignment with chapters; helps us make resource/support decisions; helps our leaders and us better understand the member; may unlock the solution to engaging next gen
  29. Here is her journey
  30. Use a hands-on approach to identify the “Four I’s” Insights - Clear understanding of customer needs Issues/opportunities - What’s getting in the way, or could be improved, in order to meet customer needs Innovate - Design experiences that solve human needs Impact - Clear focus on the resulting business value
  31. When you’re better, your chapters are better and have more resources! Take these CRP tips on how to get your voice heard.
  32. Pick 1 thing to do this year and then do it well! What skill/initiative are you going to work on in 2019? Chat in about it now
  33. Early bird pricing is $149 and ends on 5/31. Goes up to $199 on 6/1 http://leveragechapters.com/