Aenc association 101 org mgmt -domain 1

“Association 101” Part II:

Organizational Management

February 22 and 24, 2012

Presented byWendy Scott, CAEWendy Scott & Associates, Inc.

DOMAIN 1: Organizational Management

A.General Management

B.Branding and Positioning

C.Financial Management

D.Globalization

E. Strategic Planning

CAE Content Outline

FACT:14% - 16% of CAE exam

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Who “owns” the association?

Who are the “customers”?

Who manages the association?

Who makes the

policy decisions?

Who does the work

of the association?

Fundamental Management Principles:

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“Time for Radical Change”

Time Value Expectations Market Structure – Consolidation and Specialization Generational Issues Competition Technology The Race for Relevance

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A. General Management

1. Staff and volunteer leadership association training

2. Define the association’s core values and competencies

3. Manage change and innovation

4. Develop partnerships and collaboration to fulfill mission

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5. Develop internal and external metrics

6. Processes for efficiency

7. Leadership succession plan

General Management, continued…

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The RULE is… The REALITY is…

Association must do collective good and not show favoritism.

Members want to know: “What’s in it for me?”

Must show results or impact on external organizations or stakeholders.

Associations are comprised of many constituencies – hard to please everyone.

Associations must be efficient with resources.

Standards of productivity and success are often subjective.

Policy must be made with input from members, staff and other stakeholders.

Policy making is slow and reflects political compromise.

The Rules and Realities of Associations

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B. Branding and Positioning

1. Environmental scanning to develop branding and positioning strategies.

2. Identify the association’s unique value proposition

3. Integrate brand into all programs, services and activities

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Crafting the Association’s Value PropositionInternal Analysis• How do you create value?• What are your core competencies?• What are your capabilities?• Why should current or prospective members accept your value promise?

External Analysis• How do members measure the value you provide?• How does your value compare to competitors?• Does your proposed value meet member needs?• How can you increase the value you’re offering over time?

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C. Financial Management

1. Develop and manage budget to strategic plan

2. Good financial reporting system and transparency.

3. Independent review and audits.

4. Manage investments and related policies.

5. Guide financial planning and performance

6. Policies and procedures for string internal controls

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D. Globalization

1. Global trends and impact

2. Global opportunities

3. How to ensure relevance in the global marketplace

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E. Strategic Planning and Thinking…

1. Strong process to advance mission and vision

2. Communicate the plan

3. Use strategic planning to set priorities and allocate resources

4. Collect data to develop tactics and action steps

5. Develop funding strategies to support the plan

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S.M.A.R.T Goals

Specific

Measurable

Attainable

Realistic

Timely

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Change Management: Importance of Trust During Change

"Fix the trust thing. Everything else,

the vision, values, shared sense of

purpose, and purposeful change will

all follow, simply because

people want them to.” Association Leader

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GOAL:To get a set of individuals to act

like a single entity.

Always ask this Question:

“If this decision was made known to members and the public today, what would the reaction

be?”

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Commitment to Purpose1. A Customer Service Attitude2. Alignment of Products and Services with

Mission

Commitment to Analysis and Feedback3. Data Driven Strategies4. Dialogue and Engagement5. Staff as Brokers of Ideas & Information

Commitment to Action 6. Organizational Adaptability7. Alliance Building

7 Measures of Association Success…

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Find a Mentor(s)

Keep up with Trends

Know the “Best Practices”

Think globally

Stay true to your core values, ethics and standards

Remember who “owns” the association

Capitalize on your strengths

Serve to assist members and leaders in reaching their goals

Wendy’s Personal Tips for Successful Organizational Management:

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Wendy Scott & Associates, Inc.8400 Stonegate Drive, Ste. 101

Raleigh, NC USA 27615

Tel. 919.412.2121 Fax 888.412.6704info@wendyscottassociates.com

Wendy Scott, CAEPresident

wendy@wendyscottassociates.com

Full Service Site Selection and Meeting Services

U.S. & International Association Strategic Planning & Development

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