Taking a ‘Trickle Up’ Approach to Chapter Engagement Programs
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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
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Taking a ‘Trickle Up’ Approach to Chapter Engagement Programs
- 1. Taking a ‘Trickle Up’ Approach to Member Programs
- 2. Got chapters? We’ve got solutions. Billhighway unifies finances and data for organizations with components. We solve inherent operational, data and financial complexities that impact component-based associations. About Presenters 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. Question Poll Have used the trickle-up approach taking a local program and expanding it nationally?
- 4. Key Questions Our Agenda Why It’s Important Hands-On Approach Turning Ideas Into Action
- 5. Is there a wider need for this program? Will other chapters be open to participate? Once you’ve launched, how will you measure success? Stay up-to-date? How involved do you want to be? Will you be a ‘driver’ or a ‘facilitator’? Key Questions 01 02 03
- 6. $ $ $ Why It’s Important ‘Trickle-up’ (vs trickle-down) Challenge: scaling to work for every chapter Each chapter needs to be handled differently What works for one chapter won’t automatically work for another First steps 1 Identify a program – this is the easy part 2 Decide if you want to be a ‘driver’ or a ‘facilitator’
- 7. Hands-On Approach & Key Takeaways of 3 Associations
- 8. Introduced by Toronto chapter (2nd largest) Created a software-assisted mentoring model to encourage chapter engagement Toronto’s success was highlighted on a national level The Commercial Real Estate Development Association (NAIOP) Mentoring Program Other chapters asked how they could replicate this for themselves Software matches mentors with mentees https://mentoring.naiop.org/
- 9. • National invested in the mentor program for all chapters • No cost to chapters • Large vs. small chapters (# of members) • 1 year licensing agreement with Toronto chapter • Hired software engineers National Invests National = Driver Locals Customize Roll-Out & Results NAIOP’s Mentoring Program • Paid for the software (13-15k per year) • Provides survey template • Provides do’s/don’ts for mentors & mentees • National dashboard to track & help individual chapters • Locals customize the program • Understand how many people will participate • Determines the start/end times • Post-program survey • Offer training to chapters • Hosted webinars • 1-on-1s w/ chapter executives • Local chapter board meetings • 14 using it now
- 10. NAIOP’s Key Takeaways Collaborate It was Toronto’s software National couldn’t take their software and make it “ours” Encourages additional chapter collaboration Chapters are more willing to work with you Know What Your Chapters Want Surveyed Developing Leaders (under 35 yrs) Results: wanted mentoring & career advice Surveyed local chapters with mentoring programs Results: 1-year commitment too much for mentors (prefer 6-8 months) Want flexibility to offer time Open Channels of Communication If program isn’t working at a chapter, national checks in National only offers help (doesn’t take over) Program won’t be a fit for every chapter If it’s not, national asks what the chapter needs instead Want to give value to chapters
- 11. Goal: aid Veterans, active military and/or their families Assist them in becoming qualified for project management certifications & secure employment Provided monthly educational ‘lunch & learn’ sessions The Project Management Institute (PMI) Military Program Became a grass roots evolution (went regional before going national) Started in 2010 at Tampa, FL chapter by 2 volunteers https://ncpmi.org/38-membership/206-pmi-s- military-program-operation-qualify-for-hire “Operation: Qualify for Hire”
- 12. Grass Roots Evolution The program went regional before going national – focused on other chapters near military bases PMI’s Operation: Quality for Hire Created a Regional Program Presented their success at regional events and had regular communication with other local chapters New Chapter Role Defined a new chapter role (Military Liaison) for members who are currently or formerly in the military Expanded to Social Media Created a LinkedIn Group to encourage other chapters to join, ask questions & show how to adopt the program Educational Materials Local volunteers created and shared a ‘Military Cookbook’ full of educational materials to help adoption National Exposure National worked with volunteers to write a National ‘Handbook’ that absorbed their local ‘Military Cookbook’
- 13. PMI’s Results & Roll-Out 51% Chapters Participating 10k Service Members 60% Military PMI Members 40% Certification Holders Provide national handbook to prepare military for a career in Project Management Handbook Webinars Hold quarterly webinars for the new chapter role: Military Liaisons Communication Open communication and share any new information to chapters Conferences Share chapter programs at leadership conferences for chapters to determine best fit
- 14. Be Inclusive Involve the people who started the program – they’ll become your biggest champions and want to see the program succeed 01 PMI’s Key Takeaways Recognize Your Leaders Highlight the people in your organization – give them an opportunity to talk about their part in the program 02 Keep Open Communication Keep an open channel of communication with the chapters who have rolled-out the program 03 Create an Advisory Group Use the chapter roll-outs as an informal ‘focus group’ before you introduce new features/functionalities for insight 04
- 15. Introduced by Texas chapter after Hurricane Harvey Goal: get help FROM Texas schools FOR Texas schools The Educational Theatre Association (EdTA) Disaster Relief Matchmaking Program https://ncpmi.org/38-membership/206-pmi-s- military-program-operation-qualify-for-hire National saw the need & realized more than Texas schools wanted to help/get involved and scale Program matches schools who say they need help with schools who say they want to help
- 16. NATIONAL ROLL-OUT RESULTS EdTA’s Disaster Relief Matchmaking Program National is not “the bank” Helped chapters connect so they could handle funds Schools say if they need help – schools say they want to help National scaled what Texas did and expanded There will always be need Schools communicate with Higher Logic #thespianshelpingthespians Evergreen on national website – no managing Not up to us to decide what is a disaster 174 schools pledged to support other schools 22 schools identified as needing help Local businesses get involved (pledged help)
- 17. Collaborate Very collaborative Open discussions between Texas chapter & national Level of trust/inclusive Key Takeaways Bandwidth Know what you can realistically support at a national level “enable” connections Add value to local chapters Connections Strong chapter connections Ensure national is meeting member needs
- 18. Turn Ideas Into Actions Pick a Program Pick a program and showcase it at a national level. Ask for feedback. Gauge interest from other chapters. Roll It Out Roll a program out and test how effective and successful it is for your chapters. Brainstorm w/ Chapters What are the most successful programs your chapters introduced? Would they work for other chapters? Make a Choice Do you want to be a ‘driver’ or ‘facilitator’? Which will work best within your organization?
- 19. Questions?
- 20. Question Poll How likely are you to try the trickle-up approach?
- 21. October 26, 2018 Registration is Open! visit www.leveragechapters.com
- 23. We want your vote! Tell us what 3 topics we should hack away at by 6/29. Feel free to add your own topic. Vote here: http://www.allourideas.org/componenthackathon2018 Component Hack-a-thon: Retrofit for the 21st Century August 20th @ ASAE Annual
Editor's Notes
- 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.
- Got chapters? We’ve got solutions. Billhighway unifies finances and data for organizations with components. We solve inherent operational, data and financial complexities that impact component-based associations. LEARN MORE 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. LEARN MORE
- Yes (share in the chat box!) Sort-of (ok tell us more in chat box) Not yet, but have an idea (what is it – tell us in the chat!) Not yet
- 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 AGENDA Key Questions Why It’s Important Hands-On Approach Turning Ideas into Actions
- Is there a wider need for this program? What works for one chapter may not work for others. Need to understand your organization, as well as your relationship with chapters. Will other chapters be open and willing to participate in this new program? Will your involvement be welcomed by the chapters…or resented? How involved do you want to be? How involved can you be – financially, as well as bandwidth? Will you be the ‘driver’ or the ‘facilitator’? How to maximize success? Introducing a new program goes beyond the roll-out. Once you’ve launched, how will you measure success? Stay on top of what is / isn’t working, and make ‘tweaks’ when necessary?
- WHY IT’S IMPORTANT Local chapters are the heartbeat of an association. They know what members want and need. However, it can be tricky for National to introduce a new program to all members – no way to know in advance if it will be successful with all chapters. Taking a “trickle-up” (vs trickle-down) approach to a new program gives you a head start – you already know the program can be successful. Your challenge will be scaling it in a way that works for every chapter, not just 1 or 2. Much like scaling a recipe – you can’t just double the ingredients for a cake and expect to have a good cake, at twice the size. Each ingredient needs to be handled differently…much like local chapters. What works for one won’t automatically work for another.
- NAIOP, The Commercial Real Estate Development Association Local > National 51 chapters 19k members all chapters independent, very ‘local’ focused (e.g. big difference between Indianapolis real estate market and New Orleans real estate market) All chapters are independent that have their own by-laws but an affiliation agreement with National Mentoring Program Introduced by Toronto chapter (very unique: 2nd largest, 1500+ members + several staff) Created Mentoring software that matches mentors with mentees. Highlighted their success at national level, other chapters asked how they could do something similar
- National invested National decided to invest in this for all chapters, allow them to use it at no cost Several off-the-shelf options but can be pretty costly. We reached out to Toronto to see what was possible. Huge difference between needs of large vs small chapters. We wanted to invest in this for all chapters, and wanted to allow them to use it at no cost. Needed it to work for 100 person chapters as well as 1500 person chapters. Negotiated with Toronto chapter for 1 year for a licensing agreement, hired software engineers. National is the driver Pay for the software (13-15k p/year) Provide a survey template so no additional work on the local end. Provide Do’s and Don’ts document for mentors and mentees Have a dashboard at corporate, to track how things are going at every chapter. Allows us to check in if things seem stalled. Allows us to offer help without taking over. Local customizes the program Determines how many people will participate in the program Determines the start / end times, then does a post-program survey to identify what did / didn’t work. Roll-out: training the chapters on the program 3 webinars hosted for any chapter that wants to participate. Shared 1-on-1 with chapter execs On the road to local chapter board meetings to explain via powerpoint Also, handpicked initial chapters we communicated with vs communicating to everyone at one time. Wanted to do as much as possible to guarantee success. Results introduced it last summer to all 51 chapters, 14 currently using it First roll-out was Charlotte, NC. Still waiting for results. Hoping to increase engagement with / retention of younger members
- Collaborate It was Toronto’s software. We couldn’t take something specifically created for their chapter and make it “ours”. Ensured they had full credit. It encourages additional collaboration because you’re giving 1 chapter credit other chapters see this, then are more willing to work with you as well. Know what your chapters want Surveyed their Developing Leaders (aka under 35 yrs). Results said #1 thing they want is mentoring and career advice. So, knew this was of value to all of them. Surveyed local chapters with their own mentoring programs. Results showed 1-year commitment too much for mentors. 6-8 months better, plus flexibility on how to offer their time. E.g., they can offer 8 1-hour sessions…all in 1 day. Or spread out 1 hour per month. Keep open channels of communication If program isn’t working at a chapter, we check-in…offer to help without taking over. Program won’t be a fit for every chapter. If it’s not, then it’s an opportunity to discuss what that chapter needs instead. Always look for ways to give value to chapters.
- PROJECT MANAGEMENT INSTITUTE (PMI) Local > Regional > National 300+ chapter globally 162 in North America 500k+ individual members – but they “touch” 2.9 million project management practitioners around the world Operation: Quality for Hire Aid Veterans, active military and/or their families Help them make the transition back into the Civilian world (and into the project management community) Assist them in becoming qualified for project management certifications and help them secure employment in the Project Management profession Members of the military already have the skillset. It’s about helping them understand they have it and helping them translate their skills to a civilian project management role. Introduced in Tampa, FL chapter by 2 volunteers: 1 was certified Project Mgr but working for DoD. Other was former Lt. Col. In Army who had transition to Project Mgt. They teamed up to help each other, realized their military-learned skillset meant something in the civilian world. Started in 2010 doing monthly educational “Lunch & Learn” sessions at MacDill Airforce Base about Project Mgt and how to get certified.
- Grass Roots Evolution Program went regional before going national Reached out to other PMI chapters in the region who were also near military bases Created a Regional Program Presented their success at regional events and had regular communication with other local chapters New Chapter Role Defined a new chapter role: Military Liaison - someone currently or formerly in the military who had already transitioned to civilian role Expanded to Social Media Created a LinkedIn Group to encourage other chapters to join, ask questions & show how to adopt the program Provided Educational Materials Local volunteers created and shared a ‘Military Cookbook’ full of educational materials to help adoption National Exposure National heard about the success, reached out to the 2 original volunteers to scale the program Worked with the volunteers to write a National “Handbook” that absorbed their local “Military Cookbook” into a larger tool that lists all resources: networking, education, certification info…everything to help prepare someone in the military for a career in Project Mgt. Program now called: Operation Qualify for Hire.
- National Handbook Worked with the volunteers to write a National “Handbook” that absorbed their local “Military Cookbook” into a larger tool Resources: networking, education, certification info… Help prepare someone in the military for a career in Project Mgt. Program now called: Operation Qualify for Hire Quarterly Webinars Held quarterly webinars for the new chapter role: Military Liaisons Newsletter National continued to share any new information to chapters Leadership Conferences Share chapter programs so chapters can determine what works best for them Highlight in our leadership conferences held throughout the year. Specifically, for our North America conference in Q4 each year Each chapter program is unique in terms of how they do outreach, cover costs, etc. We give them the opportunity to share so other chapters can determine what would work best for them Results Of 140 US chapters with initial roll-out, 72 are participating Have touched approx. 10k+ active duty and veteran service members 60% are now PMI members 40% are PMI certification holders
- 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 They’ll become your best advocates when you roll-out 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 give you additional insight into what will / won’t resonate with your members
- The EDUCATIONAL THEATRE ASSOCIATION (EdTA) Local > National International Thespian Society has 47 state chapters + 2 international chapters Plus ‘Thespian Troops’ aka high school groups all over the world (e.g., military bases, English schools in other countries) Started as national honor society for high school students in theatre Now 100k active junior / high school students and 5k professional members (teachers, industry professionals) 2.3M people have been inducted since its founding 90 years ago…including Tom Hanks, Madonna. 47 chapters. Most are based on States plus 2 international. Also have ‘Thespian Troops’ aka high school groups all over the world (e.g. military bases, English schools in other countries) Disaster Relief Matchmaking Program
- National decided to facilitate We were not going to be “the bank”. No channeling funds. We enabled the connections so they could handle direct. Very collaborative coming up with initial program. Schools could say if they needed help. Schools could say they wanted to help. TX created a Google form for themselves, on their website for TX schools to help TX schools. We took the idea and scaled it up. Roll-out Then Hurricane Irma…reached out to FL schools. Then Hurricane Maria…reached out to Puerto Rico. Then NorCal wildfires…there will always be a need. Communicated to other schools via Higher Logic – 9k active users in our community. Plus social media with #thespianshelpingthespians (IG, FB, Twitter, Snapchat) Evergreen on national website, no need for us to manage Not up to us to decide what is a disaster – if one school wants to help and another needs it, we’re the facilitator. (S,o could be a water main break that floods a theater.) Results 174 schools pledged to support other schools. 22 schools identified as needing hep (TX, FL, Puerto Rico). Plus, had local businesses get involved as well, e.g. pledged to help.
- Collaborate Very collaborative open discussions between Texas chapter and National Great level of trust / rapport, very inclusive process. Bandwidth Know what you can realistically support at a national level You don’t have to ‘drive’ to ‘enable’ connections Still adding value to local chapters. Connections Strong chapter connections Very important to ensuring national is meeting member needs.
- What’s one thing you could do tomorrow? Brainstorm…ideas with chapters. What are the most successful programs they’ve introduced? And would they work for other chapters? Pick a program…and showcase it at a national level. Ask for feedback. Gauge interest from other chapters. Make a choice…do you want to be a ‘driver’ or a ‘facilitator’? Which will work best within your organization? Roll it out!
- Can’t wait Thinking I might Really on the fence Nah – but this was interesting
- Early bird pricing is $149 and ends on 5/31. Goes up to $199 on 6/1
- Let’s retrofit your association components for the 21st century! Join us for a Component Hack-a-thon led by a group of association pros who have been experimenting with technology and new models to create success with their chapters and other components. Not brainstorming, we’re jump-starting change to supporting, training, and structuring components. With guidance from association pros who will share a game-changing story, work in groups to “hacking” away at old processes and ways of handling chapters and other components. Topics – to be chosen by participants – will focus on issues like leadership training and development, applying tech tools and software to support and optimize components and designing the future chapter. Construct actionable ideas to improve support and training. Sketch out new forms and structures for shifting today’s chapter/component format. Learn innovative practices for chapter/component relations. Form a network of support as you leave with ideas and solutions. This session is not brainstorming, we’re jump-starting change to supporting, training, and structuring components by “hacking” away at old processes and ways of handling chapters and other components. https://annual.asaecenter.org/profile.cfm?profile_name=session&master_key=D957EF84-9F2A-0877-59C2-8E7B2D15E119&page_key=F4459228-F64B-CACB-439C-5F76FB71ECE8&xtemplate http://bit.ly/ASAE18Hackathon http://www.allourideas.org/componenthackathon2018