Professional and trade associations face challenges in the current economy. This presentation includes recent ASAE data to help associations plan for the future.
The document discusses the impact of the Great Recession on non-profits based on a survey of 363 non-profits. It found that 80% reported severe fiscal stress, with declining revenues across all funding sources. Costs also increased while endowments decreased in value. However, non-profits showed resilience through strategies like long-term planning, fundraising, and protecting services. While challenges remain, effective management positions non-profits to weather difficult economic periods.
This is an small sample of information from my \'Presenting to Boards\' courses. The material is covered in detail in my recent book \'Presenting to Boards\'.
Outputs are the direct and countable results of activities, such as the number of people reached by a program. Outcomes are the changes or benefits for participants, like improved health or job skills, while impacts are broader long-term changes in communities, though they are harder to measure. According to a research report, most charities provided some information on outcomes, but few disclosed targets, measured change, or reported failures, limiting understanding of their true impact.
Presentation given by Charity Navigator's President & CEO, Ken Berger, at the Valuing Impact conference in London. This was the first international gathering dedicated to exploring nonprofit analysis, and an important first step towards creating an Association of Nonprofit Analysts.
Can you design an innovation to improve the health insurance open enrollment experience so that it protects the financially vulnerable from hardship?
Commonwealth has partnered with the Mad*Pow powered CHXD to launch an innovation challenge to prompt the financial, healthcare, and design community to envision a solution that will help employees with incomes under $55,000 balance their health and financial needs at open enrollment.
Reaching Vulnerable Children and Youth with Economic OpportunitiesJason Wolfe
The document outlines standards for designing economic opportunity programs that effectively reach vulnerable children and youth. It discusses focusing programs on specific age groups and situations, understanding the environment and stakeholders, sequencing support across different life stages, developing sustainable systems at scale, and facilitating private sector engagement rather than directly providing services. The goal is to holistically address needs, promote growth, and establish self-sustaining interventions.
Goodwill wants to improve financial wellness for 1 million low-income households. They propose creating a mobile app that connects users to in-person services and financial education classes. The app would use strategic partnerships, gamification, and incentives to increase attendance and engagement. An analysis found the solution could cost $138,800 initially but may boost financial literacy and well-being for users over time.
The document discusses the impact of the Great Recession on non-profits based on a survey of 363 non-profits. It found that 80% reported severe fiscal stress, with declining revenues across all funding sources. Costs also increased while endowments decreased in value. However, non-profits showed resilience through strategies like long-term planning, fundraising, and protecting services. While challenges remain, effective management positions non-profits to weather difficult economic periods.
This is an small sample of information from my \'Presenting to Boards\' courses. The material is covered in detail in my recent book \'Presenting to Boards\'.
Outputs are the direct and countable results of activities, such as the number of people reached by a program. Outcomes are the changes or benefits for participants, like improved health or job skills, while impacts are broader long-term changes in communities, though they are harder to measure. According to a research report, most charities provided some information on outcomes, but few disclosed targets, measured change, or reported failures, limiting understanding of their true impact.
Presentation given by Charity Navigator's President & CEO, Ken Berger, at the Valuing Impact conference in London. This was the first international gathering dedicated to exploring nonprofit analysis, and an important first step towards creating an Association of Nonprofit Analysts.
Can you design an innovation to improve the health insurance open enrollment experience so that it protects the financially vulnerable from hardship?
Commonwealth has partnered with the Mad*Pow powered CHXD to launch an innovation challenge to prompt the financial, healthcare, and design community to envision a solution that will help employees with incomes under $55,000 balance their health and financial needs at open enrollment.
Reaching Vulnerable Children and Youth with Economic OpportunitiesJason Wolfe
The document outlines standards for designing economic opportunity programs that effectively reach vulnerable children and youth. It discusses focusing programs on specific age groups and situations, understanding the environment and stakeholders, sequencing support across different life stages, developing sustainable systems at scale, and facilitating private sector engagement rather than directly providing services. The goal is to holistically address needs, promote growth, and establish self-sustaining interventions.
Goodwill wants to improve financial wellness for 1 million low-income households. They propose creating a mobile app that connects users to in-person services and financial education classes. The app would use strategic partnerships, gamification, and incentives to increase attendance and engagement. An analysis found the solution could cost $138,800 initially but may boost financial literacy and well-being for users over time.
There are multiple drivers fueling the growth of delegated solutions, including DB freezes, increasing regulation, and the need for specialized expertise in complex investments. Delegated solutions allow clients to transfer fiduciary responsibility and access Mercer's expertise to improve governance, use resources more efficiently, and potentially achieve better investment results. Currently, there is approximately $250 billion in delegated programs in the US, and this is expected to grow to $500 billion by the end of 2016.
This document introduces a framework for creating institutional and community-level change to support foster youth. It discusses forming strategic alliances or coalitions to achieve common goals. Effective strategies require assessing community needs through data collection, then developing a strategic plan to address root causes and local conditions. The plan should identify problems, consequences, contributing factors and resources. It also outlines a process involving assessment, capacity building, planning, implementation, evaluation and sustainability. Coalitions aim to create broad, substantial and enduring change across institutions by addressing multiple interconnected issues.
This document discusses fundraising strategies for nonprofit boards. It begins by providing statistics on different sources of charitable donations in 2008, with individual giving making up the largest portion at 75%. The document then emphasizes that board members should play a key role in fundraising as they are often connected to major donors. It provides tips for how boards can utilize their connections to find new donors and expectations for boards to support fundraising efforts through activities like meetings with staff and fundraising timelines. The overall message is that fundraising responsibility should be shared between boards and staff through clear expectations and collaboration.
The document discusses strategies for gaining senior management support for social media programs. It notes that 42% of senior managers do not currently support social media. To gain their buy-in, it is important to relate social media to business objectives and show its impact on key metrics like reach, strategic goals, and financial outcomes. The presentation provides examples of how to demonstrate value through measurement frameworks and evidence of social media's benefits like increased knowledge sharing and a better customer experience. It advocates establishing a coordinated cross-functional team to represent the organization with a unified voice online.
FXD 2017: Financial Volatility and Opportunities for User-Centric Design, Mel...Mad*Pow
This document discusses Commonwealth's mission to strengthen financial security for vulnerable people through piloting solutions and driving innovations to scale. It provides data on people's financial situations, concerns, and banking habits. It also outlines potential innovations like prize-linked savings that aim to help people establish savings habits and experience financial stability by making savings easy, timely and fun.
This document provides an overview of a course on adopting and planning for implementation of evidence-based practice. It discusses trends in declining mental health funding and their impact on agencies. It introduces evidence-based practice as a solution to issues faced by mental health organizations. It outlines the objectives and content of the course, including defining evidence-based practice, identifying the benefits it provides to clients, clinicians and agencies, and addressing common concerns about adopting it.
Betterment is the first and largest independent robo-advisor. We make extensive use of applied behavioral design to guide our customers to the right investment decisions, as well as providing a behavioral framework for helping them manage their money. I'll share what we've learned works, and doesn't.
The document discusses integrating risk management and auditing functions to improve a company's ability to achieve business objectives. It recommends that audits expand their scope beyond just compliance to focus on specific risk areas and functions. By sharing metrics and data between risk management and auditing, costs can be reduced and insurance decisions improved. Thinking in terms of risk exposure rather than just compliance allows for a more economic evaluation of expenses.
The document outlines Aflac's marketing goals to establish itself as the consumer's insurance advocate by setting itself apart from other insurance providers and being an authority on health care reform. It aims to target families, professionals, and small business owners through various digital outreach initiatives focused on health care reform, supplemental insurance, and raising awareness of the real costs of unexpected medical expenses. Key measures of success include direct consumer engagement, positive sentiment, and charitable donations. Moving forward, the plan involves content creation, staff support, application development, and establishing an internal network with a dedicated budget.
This presentation is supplemental material to RadioRev episode 1: Understanding Medicare Star Ratings with Sara Ratner. We cover everything from the nuts and bolts of Medicare Star Ratings, what they are, why they matter, and who should care about them. Plus, we look to the future and learn everything you need to know for what's on the horizon in 2019.
Susie Rabin's presentation at the "Meaningful and Manageable Evaluation" at the NCVO Campaigns Conference 2011.
More presentations can be found here:
http://www.ncvo-vol.org.uk/campaignsconference
Susie Rabin
The why, what and how of Stakeholder Mapping.
This 90 minutes session is part of a series of short and focused masterclasses.
The series is meant for people who have little or no experience applying design thinking methods, tools and frameworks.
This is a Masterclass by Arne van Oosterom
This document outlines LifeIQ, a digital engagement platform that uses behavioral science and actuarial models to encourage positive daily habits and long-term lifestyle changes. It summarizes the platform's scientific foundations, personalized user experience, social features, reporting capabilities, and what makes it unique compared to other solutions. LifeIQ aims to improve outcomes like productivity, costs, and quality of life for employers, insurers, and individuals through nudges, challenges, rewards and other behavioral economics techniques.
Dr. Anil Makhija, Executive Director of the National Center for the Middle Market, presented the latest Q2 Middle Market Indicator results at the Greater Cleveland Middle Market Forum on July 24, 2012. Part of the presentation involved polling the audience to benchmark Cleveland's responses against the national average.
The White Paper outlines plans to reform the National Health Service (NHS) in England by empowering patients, healthcare professionals, and local communities. Key aspects of the reforms include giving patients more choice and control over their care, shifting decision making power to locally-led clinical commissions, and introducing competition among healthcare providers and payment based on outcomes. The reforms also aim to reduce NHS management costs by 45% by the end of 2014 through abolishing some NHS bodies and putting more power in the hands of autonomous foundation trusts and general practitioner groups.
The Centers for Medicare and Medicaid Services (CMS) made changes to the 5-star rating system for nursing homes. The ratings are based on three measures: onsite inspections, quality measures, and staffing levels. CMS introduced strengthened quality measures to more accurately assess quality and standardize measures for post-acute care. Nearly a third of nursing homes will now receive lower scores under the toughened standards, with only 49% receiving the top two ratings of 4 or 5 stars compared to previously 80%. Changes taking effect in 2015 include factoring the use of anti-psychotic drugs and improved calculations for staffing levels.
This document discusses stakeholder management and customer centric approaches. It defines stakeholder management as interpreting external and internal environments to create positive relationships through managing expectations and objectives. The stakeholder management process involves identifying stakeholders, analyzing their influence, managing expectations, communicating, and reviewing. Key templates discussed include the RACI matrix for communication and using questions to assess stakeholders. Qualification techniques like the meta model and mirroring are presented to better understand stakeholders and build rapport.
The 2018 PMI survey of over 5,400 professionals found that the three main drivers of successful projects are:
1. Investing in actively engaged executive sponsors, as underperforming organizations reported inadequate sponsor support as a cause of failure 2.4 times more than top organizations.
2. Avoiding scope creep and uncontrolled changes, as 33% of projects experienced scope creep in underperforming organizations versus 69% in top organizations.
3. Developing mature value delivery capabilities, as projects that met goals in top organizations were 78% versus 27% in low maturity organizations.
Click here for more tips on how to present a case consulting competition, from personal experience!
http://thedisruptivestudent.blogspot.com.au/2015/09/4-tips-for-better-performance-in-case.html
This document provides an overview of emerging trends in government regulation and filing requirements for non-profits. It discusses increased oversight from the IRS, Congress, and state governments. Key points include new governance policies and reporting required in the revised Form 990; penalties for excess benefits under "Intermediate Sanctions"; and registration requirements for non-profits in South Dakota.
IRS Regulations-Charities & Nonprofits Conflict of InterestMichael Wyland
Few nonprofit and charity leaders are familiar with the IRS regulations known as "intermediate sanctions." These rules govern conflicts of interest and compensation in nonprofit and charitable organizations, including churches.
There are multiple drivers fueling the growth of delegated solutions, including DB freezes, increasing regulation, and the need for specialized expertise in complex investments. Delegated solutions allow clients to transfer fiduciary responsibility and access Mercer's expertise to improve governance, use resources more efficiently, and potentially achieve better investment results. Currently, there is approximately $250 billion in delegated programs in the US, and this is expected to grow to $500 billion by the end of 2016.
This document introduces a framework for creating institutional and community-level change to support foster youth. It discusses forming strategic alliances or coalitions to achieve common goals. Effective strategies require assessing community needs through data collection, then developing a strategic plan to address root causes and local conditions. The plan should identify problems, consequences, contributing factors and resources. It also outlines a process involving assessment, capacity building, planning, implementation, evaluation and sustainability. Coalitions aim to create broad, substantial and enduring change across institutions by addressing multiple interconnected issues.
This document discusses fundraising strategies for nonprofit boards. It begins by providing statistics on different sources of charitable donations in 2008, with individual giving making up the largest portion at 75%. The document then emphasizes that board members should play a key role in fundraising as they are often connected to major donors. It provides tips for how boards can utilize their connections to find new donors and expectations for boards to support fundraising efforts through activities like meetings with staff and fundraising timelines. The overall message is that fundraising responsibility should be shared between boards and staff through clear expectations and collaboration.
The document discusses strategies for gaining senior management support for social media programs. It notes that 42% of senior managers do not currently support social media. To gain their buy-in, it is important to relate social media to business objectives and show its impact on key metrics like reach, strategic goals, and financial outcomes. The presentation provides examples of how to demonstrate value through measurement frameworks and evidence of social media's benefits like increased knowledge sharing and a better customer experience. It advocates establishing a coordinated cross-functional team to represent the organization with a unified voice online.
FXD 2017: Financial Volatility and Opportunities for User-Centric Design, Mel...Mad*Pow
This document discusses Commonwealth's mission to strengthen financial security for vulnerable people through piloting solutions and driving innovations to scale. It provides data on people's financial situations, concerns, and banking habits. It also outlines potential innovations like prize-linked savings that aim to help people establish savings habits and experience financial stability by making savings easy, timely and fun.
This document provides an overview of a course on adopting and planning for implementation of evidence-based practice. It discusses trends in declining mental health funding and their impact on agencies. It introduces evidence-based practice as a solution to issues faced by mental health organizations. It outlines the objectives and content of the course, including defining evidence-based practice, identifying the benefits it provides to clients, clinicians and agencies, and addressing common concerns about adopting it.
Betterment is the first and largest independent robo-advisor. We make extensive use of applied behavioral design to guide our customers to the right investment decisions, as well as providing a behavioral framework for helping them manage their money. I'll share what we've learned works, and doesn't.
The document discusses integrating risk management and auditing functions to improve a company's ability to achieve business objectives. It recommends that audits expand their scope beyond just compliance to focus on specific risk areas and functions. By sharing metrics and data between risk management and auditing, costs can be reduced and insurance decisions improved. Thinking in terms of risk exposure rather than just compliance allows for a more economic evaluation of expenses.
The document outlines Aflac's marketing goals to establish itself as the consumer's insurance advocate by setting itself apart from other insurance providers and being an authority on health care reform. It aims to target families, professionals, and small business owners through various digital outreach initiatives focused on health care reform, supplemental insurance, and raising awareness of the real costs of unexpected medical expenses. Key measures of success include direct consumer engagement, positive sentiment, and charitable donations. Moving forward, the plan involves content creation, staff support, application development, and establishing an internal network with a dedicated budget.
This presentation is supplemental material to RadioRev episode 1: Understanding Medicare Star Ratings with Sara Ratner. We cover everything from the nuts and bolts of Medicare Star Ratings, what they are, why they matter, and who should care about them. Plus, we look to the future and learn everything you need to know for what's on the horizon in 2019.
Susie Rabin's presentation at the "Meaningful and Manageable Evaluation" at the NCVO Campaigns Conference 2011.
More presentations can be found here:
http://www.ncvo-vol.org.uk/campaignsconference
Susie Rabin
The why, what and how of Stakeholder Mapping.
This 90 minutes session is part of a series of short and focused masterclasses.
The series is meant for people who have little or no experience applying design thinking methods, tools and frameworks.
This is a Masterclass by Arne van Oosterom
This document outlines LifeIQ, a digital engagement platform that uses behavioral science and actuarial models to encourage positive daily habits and long-term lifestyle changes. It summarizes the platform's scientific foundations, personalized user experience, social features, reporting capabilities, and what makes it unique compared to other solutions. LifeIQ aims to improve outcomes like productivity, costs, and quality of life for employers, insurers, and individuals through nudges, challenges, rewards and other behavioral economics techniques.
Dr. Anil Makhija, Executive Director of the National Center for the Middle Market, presented the latest Q2 Middle Market Indicator results at the Greater Cleveland Middle Market Forum on July 24, 2012. Part of the presentation involved polling the audience to benchmark Cleveland's responses against the national average.
The White Paper outlines plans to reform the National Health Service (NHS) in England by empowering patients, healthcare professionals, and local communities. Key aspects of the reforms include giving patients more choice and control over their care, shifting decision making power to locally-led clinical commissions, and introducing competition among healthcare providers and payment based on outcomes. The reforms also aim to reduce NHS management costs by 45% by the end of 2014 through abolishing some NHS bodies and putting more power in the hands of autonomous foundation trusts and general practitioner groups.
The Centers for Medicare and Medicaid Services (CMS) made changes to the 5-star rating system for nursing homes. The ratings are based on three measures: onsite inspections, quality measures, and staffing levels. CMS introduced strengthened quality measures to more accurately assess quality and standardize measures for post-acute care. Nearly a third of nursing homes will now receive lower scores under the toughened standards, with only 49% receiving the top two ratings of 4 or 5 stars compared to previously 80%. Changes taking effect in 2015 include factoring the use of anti-psychotic drugs and improved calculations for staffing levels.
This document discusses stakeholder management and customer centric approaches. It defines stakeholder management as interpreting external and internal environments to create positive relationships through managing expectations and objectives. The stakeholder management process involves identifying stakeholders, analyzing their influence, managing expectations, communicating, and reviewing. Key templates discussed include the RACI matrix for communication and using questions to assess stakeholders. Qualification techniques like the meta model and mirroring are presented to better understand stakeholders and build rapport.
The 2018 PMI survey of over 5,400 professionals found that the three main drivers of successful projects are:
1. Investing in actively engaged executive sponsors, as underperforming organizations reported inadequate sponsor support as a cause of failure 2.4 times more than top organizations.
2. Avoiding scope creep and uncontrolled changes, as 33% of projects experienced scope creep in underperforming organizations versus 69% in top organizations.
3. Developing mature value delivery capabilities, as projects that met goals in top organizations were 78% versus 27% in low maturity organizations.
Click here for more tips on how to present a case consulting competition, from personal experience!
http://thedisruptivestudent.blogspot.com.au/2015/09/4-tips-for-better-performance-in-case.html
This document provides an overview of emerging trends in government regulation and filing requirements for non-profits. It discusses increased oversight from the IRS, Congress, and state governments. Key points include new governance policies and reporting required in the revised Form 990; penalties for excess benefits under "Intermediate Sanctions"; and registration requirements for non-profits in South Dakota.
IRS Regulations-Charities & Nonprofits Conflict of InterestMichael Wyland
Few nonprofit and charity leaders are familiar with the IRS regulations known as "intermediate sanctions." These rules govern conflicts of interest and compensation in nonprofit and charitable organizations, including churches.
This document summarizes best practices for executive director contracts, reviews, and succession planning from a presentation given to the Council of State, Provincial, and Territorial Psychological Associations. It discusses the importance of clear guidelines, preparation, and good information for successful executive director reviews. It also outlines different approaches to succession planning such as strategic leader development, emergency succession planning, and departure-defined succession planning. Finally, it lists various elements that should be included in a formal succession plan such as financial planning, interim management procedures, and an executive search process.
Addresses US, South Dakota, and Sioux Falls area statistics involving nonprofits and their role in employment and the economy. Regulatory influences and public perception of nonprofits is also addressed.
Presented to the "Leadership Sioux Falls" group of the Sioux Falls Area Chamber of Commerce in April, 2013. This presentation has been made to many audiences in the past ten years, regularly updated.
Designed to give nonprofit professionals, volunteer board members, and community leaders perspective on the importance and reach of the nonprofit sector. Preparation for leaders to consider nonprofit board service in the larger context of economic development, employment, and governance duty.
The document discusses the fiduciary duty of nonprofit boards in fundraising and their role in developing and overseeing organizational fundraising strategies. It covers key elements of fundraising plans, including identifying revenue sources like annual giving, grants, and endowments. Grants are described as time-limited funding that cannot be relied on long-term but can be part of a development plan. The board's role includes financially supporting the organization, introducing donors, ensuring stewardship of funds, and overseeing fundraising activities and plans.
Thermal imaging can be used for energy auditing and weatherization to locate air leaks, moisture issues, and other problems. An energy audit uses tools like a thermal imager, blower door, and other equipment to evaluate energy usage and pinpoint areas of energy loss. Weatherization involves sealing leaks and improving insulation. Thermal imaging makes inspections easier and more effective by allowing users to quickly scan areas and see problems like missing insulation or air leaks without disturbing structures. It provides visual documentation of issues found before and after repairs. Focusing the thermal imager properly and understanding parameters like level, span, and emissivity are important for capturing accurate temperature data.
Membership Benchmarking Report: How do You Compare?Tony Rossell
How does your association’s membership marketing practices and performance compare to other associations?
Marketing General, Inc. has just publicly released the final report of a Membership Marketing Benchmarking Survey on the tactics and strategies associations use to recruit members, engage new members, renew existing members, and reinstate former members.
The Membership Marketing Benchmarking Report included over 500 participating association executives.
Among the report\'s key findings are that nearly half of the associations surveyed continue membership growth; direct mail is the most effective channel for recruiting new members; offering a first-year dues discount is the most effective membership recruitment incentive; a highly personal approach to new member on-boarding helps retain new members; and continuing renewal contacts and services improves renewal rates.
Faf heritage usa cu strategic observations and tactical vision 2Frank Frazzitta
Frank Frazzitta presented his observations and strategic vision as a candidate for CEO. He discussed challenges facing the credit union, including weak lending performance, lack of a clear vision, and declining market share. He analyzed the credit union's performance against peers and identified areas of weak and strong performance. Frazzitta proposed actions to restore profitability, including increasing lending by modifying underwriting criteria, developing insights into member needs through surveys, and expanding product offerings. He emphasized the importance of re-energizing marketing, leveraging employees, and focusing on excellence.
In this slide deck, we cover:
- Common obstacles that stand in the way of tracking ROI
- How others in the association space are tackling these challenges
- What drives ROI
- How to start tracking individual component performance
You can view the recording here: https://youtu.be/SuKQnBA3wzs
This document discusses the building blocks of successful components and metrics for measuring success. It outlines core areas like governance, membership, and communication that components should focus on. It also discusses comparing components, the role of the component and lead association, and how to measure success through member satisfaction, governance practices, and financial stability. The document then covers the evolution of metrics for components, providing examples that range from simple metrics like member growth to more complex metrics like lifetime member value. It introduces a maturity model for components to track their progress. Finally, it discusses using this information to identify goals and metrics, plan strategies, and move components forward in a sustainable way over time.
Dr. Don Levy of the Siena College Research institute analyzed the results of the Annual Survey of Upstate NY business leaders and what they mean for the Buffalo region.
Slides from a recent seminar held by the College of Association Marketing focused on helping anyone who needs to learn about recruitment, retention and engagement of members or customers. Scott Oser of Scott Oser Associates, Kevin Whorton of Whorton Marketing & Research and Maggie McGary of American Speech-Language and Hearing Association were the speakers.
The document discusses using the Net Promoter Score (NPS) methodology to measure customer satisfaction and loyalty at camps. It explains how to calculate the NPS, which segments customers into promoters, passives, and detractors. It also discusses using NPS data to drive improvements, ensuring organizational alignment around NPS, and implementing systems like regular data collection and action planning.
The document summarizes key findings from a 2015 membership marketing benchmarking report. Over 400 individual member organizations participated in the study. Some key findings include:
- 44% of organizations reported an increase in new member acquisition over the past year, while 34% remained the same.
- Networking, continuing education, and access to information were the top reasons cited for why members join organizations.
- Word-of-mouth, email, and websites were the most effective recruitment marketing channels.
- 45% of organizations reported their member renewal rate remained the same over the past year, while 21% increased and 24% decreased.
- Overall membership renewal rates averaged 79%, with 62% of organizations reporting
When association leaders fix these five problems their chapters thrive. They see increased activity. Members are more positive and enthusiastic about association meetings. Membership grows. The chapter has more revenue. The chapter can recruit and retain talented leaders.
There are 5 common mistakes that association leaders make that cause major problems for their organizations. These mistakes lead to decreases in membership and revenues, and burden chapter leaders to the point of exhaustion.
When association leaders fix these 5 problems their chapters thrive. They see increased activity. Members are more positive and enthusiastic about association meetings. Membership grows. The chapter has more revenue. The chapter can recruit and retain talented leaders.
This document describes a case study of behavioral segmentation of high-risk credit card customers. The issuer segmented the customers into three groups - Maxed Out, Sloppy Payers, and Out of Control - based on credit risk models and past payment behavior. Marketing programs were then developed for each segment based on qualitative research. Testing showed that the targeted programs successfully increased payment rates and reduced delinquencies and charge-offs beyond expectations for the different customer segments.
The recession has lead to an increased dependency upon a workforce composed of a more diverse blend of employees and non-employees. Each month’s labor news since September of 2009 has shown a steady demand for temporary employees, a sign that not only are employers hesitant to commit to full time employees but perhaps there is a more dramatic transformation of the American employment landscape.
As more and more firms leverage ‘hybrid’ workforce composition the need for collaboration between key internal business partners is essential.
This webinar reveals how this transformation is affecting those responsible for acquiring and managing talent, and offers insight into what priorities are driving decisions to use ‘non-employees’
The document summarizes a presentation by Jacqualine Price Osafo and Erik Schonher on membership marketing strategies. It discusses acquiring new members through awareness, recruitment, and engagement tactics. It also covers renewing and retaining existing members through effective communication, onboarding processes, and multiple renewal contact attempts. Data from the Membership Marketing Benchmarking Report is presented comparing membership trends and effective practices across different association types.
Stay Ahead Of The Curve With Asae & The Centers Latest ResearchMegan Denhardt
Keep up with ASAE & The Center's latest research. Hear the results from the Economic Impact Study, Decision to Give, and other work we are highlighting. Hear from your fellow association executives who have hands on experience using the research in all areas of association management. Get your questions answered and head back to the office armed with the tools you need to succeed!
Monica Dignam, VP, industry & market research, ASAE & The Center for Association Leadership
The document discusses measuring the impact and return on investment of corporate social investment programs. It explains that there is increasing pressure from foundations, non-profits, and international development organizations to demonstrate impact and return on investment. Various frameworks and models are presented for assessing impact at the community, organizational, employee, and business levels to determine if programs yield a favorable investment. Key considerations in impact measurement like ensuring strategic alignment and avoiding oversimplification are also covered.
FRJ2011 - World Fundraising and Donor DatabasesClive Lam
This document discusses how fundraising organizations can improve donor relationships through unified donor databases and multi-channel marketing. It notes that online donors tend to be younger with higher incomes and give larger gifts than traditional donors. While online donors have lower retention rates, a multi-channel approach can improve retention by reinforcing messaging across channels. Maintaining a unified donor database is important for analyzing donor behavior, targeting campaigns, and providing a personalized experience across interactions.
The document discusses strategies for an organization to efficiently deliver value and adapt to changes. It recommends focusing resources on the most important priorities as identified by member surveys, improving current offerings before adding new ones, emphasizing collective benefits over individual interests, increasing younger member involvement through education and volunteering, directly engaging members to understand needs rather than relying solely on leadership perspectives, and establishing clear strategies and impacts before expanding globally.
The document summarizes the findings of the Pepperdine Private Capital Markets Project survey of privately held businesses in spring 2011. It finds that while business owners are enthusiastic about growth, many lack the financial resources to execute their strategies. Access to capital remains a challenge, especially for smaller companies. Deal activity and valuations are improving for larger companies but still difficult for smaller firms. Overall conditions are improving from six months ago but challenges around access to capital remain, particularly for securing senior debt.
Similar to Running An Association In A Bad Economy (20)
The document summarizes statistics about the nonprofit sector in the United States, South Dakota, and Sioux Falls. It finds that the nonprofit sector makes up a significant portion of the economy but lacks comprehensive data collection. Nationally, 75% of nonprofits have under $1 million in revenue, and giving has remained around 2% of GDP and income. In South Dakota, there are over 9,000 nonprofits with $8 billion in income. In Sioux Falls, nonprofits make up 40% of major employers and volunteering rates are at their highest levels. The document also discusses trends in governance, accountability, and regulation of nonprofits.
Examine national and local nonprofit organizations in crisis and look at ways to prepare for crisis and reduce the negative effects of crisis when present.
A community health needs assessment is required by law to be performed by nonprofit hospitals every three years to understand community health needs, involve community leaders, collect secondary and primary data through various methods, analyze the data to identify health successes and needs, and create reports and action plans to address priorities and monitor progress.
Discussion of best practice nonprofit governance using The Second Mile, founded by Jerry Sandusky, as an example of several pitfalls in leadership, management, and governance
This document discusses the role and duties of nonprofit boards and common ethical challenges they may face. It outlines the three main duties of boards as the duty of care, duty of loyalty, and duty of obedience. It also discusses defining and managing ethics and conflicts of interest. Some ethical situations boards may encounter include board member selection and relationships, CEO selection and compensation, contracting, and fundraising practices. The document provides guidance on policies and procedures to help reduce ethical dilemmas.
The document discusses compliance and accountability standards for nonprofit organizations, including scrutiny from regulators and the public. It outlines duties of nonprofit boards, how oversight has increased in recent years, and policies organizations should have in place like conflict of interest and document retention policies. It also explains "intermediate sanctions" penalties the IRS can impose on individuals in nonprofits who receive improper benefits.
The document provides tips for grant writing, including how to prepare by knowing your organization, customers/audience, and potential funding sources. It outlines key elements of a successful grant proposal such as the summary, introduction, problem statement, objectives, methods, evaluation, future funding plan, and budget. The tips advise grant writers to present their organization's mission and needs in a compelling way to the specific funding source and ensure all elements of the proposal support and are consistent with each other.
The document discusses strategic planning approaches for non-profit organizations. It describes the Peter Drucker, Amherst Wilder, and Strategic Change Cycle models of strategic planning. The Peter Drucker model focuses on mission, customers, results, and planning. The Amherst Wilder model is very detailed and thorough. The Strategic Change Cycle model connects mission to mandates and allows flexibility. Effective strategic planning is a process, not an event, that gives leadership a way to assess the present and plan for the future.
Nonprofit executive turnover is accellerating. How should associations and charities deal with the planned - or unplanned - departure of their executive?
This document advertises a seminar on nonprofit leadership and accountability. The seminar will take place on November 14, 2008 at Callaway's Conference Center in Sioux Falls, SD. It will feature speakers discussing topics such as community needs assessment, nonprofit marketing, executive compensation transparency, and what CEOs, executive directors, and board chairs need to know. Attendees include CEOs, executive directors, finance directors, executive staff, and board members. Space is limited so participants are encouraged to register now.
This document provides tips for successful grant writing. It outlines preparing to write a grant by knowing your organization, customers, and audience. This includes understanding your organization's mission, programs, staff, as well as the demographics and needs of those served. It also suggests researching the grant funding source by understanding their goals and past funding. The document provides a checklist of essential grant elements like a summary, problem statement, objectives, methods, evaluation, and budget. It concludes with tips for following up after applying for a grant.
1. Running an Association in a Bad Economy – How to Weather the Storm American Psychological Association 2009 CESPPA Annual Meeting Toronto, ON August 4, 2009
2.
3. ASAE Study – “How the Economy Has Affected Associations and What Association CEOs Expect in the Next Year” ASAE Associations & the Economy Study May, 2009