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Slide 1 The Value Proposition: Attracting and Keeping Members Slide 1 Indian Society of Association Executives July 16, 2009 Gregory J. Fine, CAE

Slide 1 The Value Proposition: Attracting and Keeping Members Slide 1 Indian Society of Association Executives July 16, 2009 Gregory J. Fine, CAE

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Page 1: Slide 1 The Value Proposition: Attracting and Keeping Members Slide 1 Indian Society of Association Executives July 16, 2009 Gregory J. Fine, CAE

Slide 1

The Value Proposition: Attracting and Keeping

Members

Slide 1

Indian Society of Association Executives

July 16, 2009

Gregory J. Fine, CAE

Page 2: Slide 1 The Value Proposition: Attracting and Keeping Members Slide 1 Indian Society of Association Executives July 16, 2009 Gregory J. Fine, CAE

Slide 2

Why Join An Association?

Page 3: Slide 1 The Value Proposition: Attracting and Keeping Members Slide 1 Indian Society of Association Executives July 16, 2009 Gregory J. Fine, CAE

Slide 3

We Are About “ASSOCIATING”

• Shared interest, cause or need

• Influence, access and prestige

• Knowledge/targeted information

• Tangible services provider

Page 4: Slide 1 The Value Proposition: Attracting and Keeping Members Slide 1 Indian Society of Association Executives July 16, 2009 Gregory J. Fine, CAE

Slide 4

Individual Motivations

• Collegial Members: being part of a fellowship or a cause

• Checkbook Members: economic gain• Referral and business contact opportunities

• Power Members: personal or professional influence• Most volunteer leaders come from this group

• Resume Members: image, credibility, retaining certification/designation

• Service Members: specific, tangible needs• Education• Publications• Research, statistics & specialized information• Other services and discounts

Page 5: Slide 1 The Value Proposition: Attracting and Keeping Members Slide 1 Indian Society of Association Executives July 16, 2009 Gregory J. Fine, CAE

Slide 5

Question:

Identify the TOP 3 reasons why your members join your organization.

Page 6: Slide 1 The Value Proposition: Attracting and Keeping Members Slide 1 Indian Society of Association Executives July 16, 2009 Gregory J. Fine, CAE

Slide 6

Presentation Information

• Survey of 16,944 individuals who are, were, or could be but never chose to become members of an association

• 18 diverse organizations

ASAE & The Center for Association

Leadership - 2007

Page 7: Slide 1 The Value Proposition: Attracting and Keeping Members Slide 1 Indian Society of Association Executives July 16, 2009 Gregory J. Fine, CAE

Slide 7

FINDING:

All respondent groups think the benefits for the good of the order are just slightly more important than personal benefits.

Page 8: Slide 1 The Value Proposition: Attracting and Keeping Members Slide 1 Indian Society of Association Executives July 16, 2009 Gregory J. Fine, CAE

Slide 8

A person’s decision to join is not a cost-benefit analysis. It goes beyond

that.

• Personal benefits make a compelling case for return on investment (ROI) reasons that an individual may use to justify membership

• The good-of-the-order benefits to the field raise the tides under everyone

Page 9: Slide 1 The Value Proposition: Attracting and Keeping Members Slide 1 Indian Society of Association Executives July 16, 2009 Gregory J. Fine, CAE

Slide 9

Affiliation and Volunteerism

FINDINGS:

• Governance-level members rank benefits differently than rank-and-file members

• Probability of being a “promoter” of the association increases with level of involvement

• Advocacy, networking and leadership opportunities become more important as level of involvement increases

Page 10: Slide 1 The Value Proposition: Attracting and Keeping Members Slide 1 Indian Society of Association Executives July 16, 2009 Gregory J. Fine, CAE

Slide 10

Discussion Questions:

• Do your leaders have a different perspective on challenges facing the industry than rank-and-file members? • Do your volunteer leaders seek regular feedback from the overall membership?

• Is there a difference in what the ED, Chapter Leadership and Member see as the primary reason to join?

Page 11: Slide 1 The Value Proposition: Attracting and Keeping Members Slide 1 Indian Society of Association Executives July 16, 2009 Gregory J. Fine, CAE

Slide 11

The Big Question:

Are your top three reasons still the same?

Page 12: Slide 1 The Value Proposition: Attracting and Keeping Members Slide 1 Indian Society of Association Executives July 16, 2009 Gregory J. Fine, CAE

Slide 12

The Value Proposition

Page 13: Slide 1 The Value Proposition: Attracting and Keeping Members Slide 1 Indian Society of Association Executives July 16, 2009 Gregory J. Fine, CAE

Slide 13

FEATURES vs. BENEFITS

Features: Give a description of what your organization does. Unfortunately, most don’t care. “So what?”

 Benefits: Provide an account of “how”

and “what” the product or service will do for the individual.

Page 14: Slide 1 The Value Proposition: Attracting and Keeping Members Slide 1 Indian Society of Association Executives July 16, 2009 Gregory J. Fine, CAE

Slide 14

Identifying Value

Activity Feature(s) Benefit(s) Value

AnnualConvention

President’sReception

NetworkingBusiness ContactsIncrease Revenue

Page 15: Slide 1 The Value Proposition: Attracting and Keeping Members Slide 1 Indian Society of Association Executives July 16, 2009 Gregory J. Fine, CAE

Slide 15

Discussion Questions:

1. List all of your Features2. Then…identify the Benefit3. Then…state the Value

Page 16: Slide 1 The Value Proposition: Attracting and Keeping Members Slide 1 Indian Society of Association Executives July 16, 2009 Gregory J. Fine, CAE

Slide 16

Recruitment and

Retention

Page 17: Slide 1 The Value Proposition: Attracting and Keeping Members Slide 1 Indian Society of Association Executives July 16, 2009 Gregory J. Fine, CAE

• SILENT GENERATION (1926 – 1945)

• Stable, joiners, doers, retiring• BOOMERS (1946 – 1964)

• Change the world, “us,” second career, generational guilt• GENERATION X (1965 – 1975)

• Cynical, deliberate connections, “me,” change the neighborhood• MILLENNIALS (1975 – 1985/1990) – Largest Generation

• Connected, “we”, informal, scheduled, strong parental connections • GAMERS (1985/1990 - )

• Uber-connected, technological social interaction, children of Gen X

Page 18: Slide 1 The Value Proposition: Attracting and Keeping Members Slide 1 Indian Society of Association Executives July 16, 2009 Gregory J. Fine, CAE

One Size Doesn’t Fit All

Page 19: Slide 1 The Value Proposition: Attracting and Keeping Members Slide 1 Indian Society of Association Executives July 16, 2009 Gregory J. Fine, CAE

Slide 19

ASAE & The Center for Association

Leadership - 2007

VALUES DIFFER BY CAREER LEVEL (GENERATION)

• Networking and connecting

• Professional training

Page 20: Slide 1 The Value Proposition: Attracting and Keeping Members Slide 1 Indian Society of Association Executives July 16, 2009 Gregory J. Fine, CAE

Slide 20

What do you think are the most important functions of an

association?Networking with Peers

41.0%

37.7%

35.3%

31.1%

0.0% 5.0% 10.0% 15.0% 20.0% 25.0% 30.0% 35.0% 40.0% 45.0%

Millenials (under 30)

Gen X (30-42)

Boomers (43-59)

Pre-War (60 or over)

Are you saying the same thing to both audiences?

Page 21: Slide 1 The Value Proposition: Attracting and Keeping Members Slide 1 Indian Society of Association Executives July 16, 2009 Gregory J. Fine, CAE

What do you think are the most important functions of an association?

0123456789

10

Millenials (under 30)

Gen X (30-42)

Boomers (43-59)

Pre-War (60 or over)

Page 22: Slide 1 The Value Proposition: Attracting and Keeping Members Slide 1 Indian Society of Association Executives July 16, 2009 Gregory J. Fine, CAE

What do you think are the most important functions of an association?

0123456789

10

Millenials (under 30)

Gen X (30-42)

Boomers (43-59)

Pre-War (60 or over)

What is your

message gap?

Page 23: Slide 1 The Value Proposition: Attracting and Keeping Members Slide 1 Indian Society of Association Executives July 16, 2009 Gregory J. Fine, CAE

Slide 23

• If there is a meaningful difference between Gen X professionals and Baby Boomers, it is not in the propensity to join associations.

• Association is about community; Gen X may achieve this community using different means than Boomers.

• The associations that understand the value sought by younger professionals – and deliver it – will prosper.Arthur C. Brooks, PhD - 2006

Page 24: Slide 1 The Value Proposition: Attracting and Keeping Members Slide 1 Indian Society of Association Executives July 16, 2009 Gregory J. Fine, CAE

Slide 24

Associations = Winners

Association Members:

- Earn More

- Are Happier

- Are Leaders

- Are Winners

Arthur C. Brooks, PhD – 2008

Page 25: Slide 1 The Value Proposition: Attracting and Keeping Members Slide 1 Indian Society of Association Executives July 16, 2009 Gregory J. Fine, CAE

Slide 25

Recruiting New Members

Page 26: Slide 1 The Value Proposition: Attracting and Keeping Members Slide 1 Indian Society of Association Executives July 16, 2009 Gregory J. Fine, CAE

Slide 26

Segment and Target

• One Size Doesn’t Fit All• Tap into the unique reason for the individual to join

• Target and Deploy Resources Deliberately • Choose your prospects: ROI + Ability to Serve• Not everyone can and should be a member

Page 27: Slide 1 The Value Proposition: Attracting and Keeping Members Slide 1 Indian Society of Association Executives July 16, 2009 Gregory J. Fine, CAE

Slide 27

Identifying The IDEAL Prospect

STEP 1 - Market Attractiveness: Does the prospect have the:

1. NEED?2. DESIRE?

3. ABILITY?

STEP 2 - Ability to Deliver: can you meet the expectation?

Page 28: Slide 1 The Value Proposition: Attracting and Keeping Members Slide 1 Indian Society of Association Executives July 16, 2009 Gregory J. Fine, CAE

Strategic Position Analysis

Seg

men

t o

r M

arke

t A

ttra

ctiv

enes

s -

Ste

p 1

Ste

p 1

Lo

w

Med

ium

H

igh

Low

Medium

High

100

100

400

700

1000

400 700 1000

• Prospect

• Prospect

• Prospect

• Prospect

• Prospect

• Prospect

• Prospect

• Prospect

• Prospect

• Prospect

• Prospect • Prospect

• Prospect

•Prospect

• Prospect

• Prospect

• Prospect

Ability to Deliver - Step 2Step 2

Page 29: Slide 1 The Value Proposition: Attracting and Keeping Members Slide 1 Indian Society of Association Executives July 16, 2009 Gregory J. Fine, CAE

Slide 29

• Motto: Think like a prospect • Personalize: Prospects and members want to be

treated as an individual • Customize: Offers must be feel unique• Empathize: Prospects and members must believe

that your organization can help them do their jobs more effectively

• Be Honest: If your organization can’t deliver, don’t say you can! Say what you do and do what you say!

Recruitment

Page 30: Slide 1 The Value Proposition: Attracting and Keeping Members Slide 1 Indian Society of Association Executives July 16, 2009 Gregory J. Fine, CAE

Slide 30

The Message• Create a Story to Describe the Value

Proposition

• KISS• Keep It Short & Single

• Target –• Don’t send a Wingtip message to a Flip Flop

prospect

• Value Message Overload • Say it once, then again, once more and then one

more time!

• Use MANY channels• Social Media – Facebook and LinkedIn• Traditional Direct Mail• Member Get-a-Member

Page 31: Slide 1 The Value Proposition: Attracting and Keeping Members Slide 1 Indian Society of Association Executives July 16, 2009 Gregory J. Fine, CAE

Slide 31

Purchasing decisions are often NOT rational!

Page 32: Slide 1 The Value Proposition: Attracting and Keeping Members Slide 1 Indian Society of Association Executives July 16, 2009 Gregory J. Fine, CAE

Slide 32

TECHNIQUES FOR RECRUITING

Membership Committee - referrals, phone-a-thons

Personal Selling - visit prospects

Member-Get-A-Member Campaign – Word of Mouth works, tap into the loyalty and passion your members have for you

Membership Campaign/Drive - usually at a specific time of the year, incentives to join, incentives for recruiters, provide volunteer training and good recruitment materials

Page 33: Slide 1 The Value Proposition: Attracting and Keeping Members Slide 1 Indian Society of Association Executives July 16, 2009 Gregory J. Fine, CAE

Slide 33

Discussion Question:

What recruitment techniques are working for you?

Page 34: Slide 1 The Value Proposition: Attracting and Keeping Members Slide 1 Indian Society of Association Executives July 16, 2009 Gregory J. Fine, CAE

Slide 34

Retention

Page 35: Slide 1 The Value Proposition: Attracting and Keeping Members Slide 1 Indian Society of Association Executives July 16, 2009 Gregory J. Fine, CAE

Membership Lifecycle

Slide 35

1) Orientation 2) Participation / Utilization

3) Influence4) Leadership

Page 36: Slide 1 The Value Proposition: Attracting and Keeping Members Slide 1 Indian Society of Association Executives July 16, 2009 Gregory J. Fine, CAE

Slide 36

The Strategic Retention Of A Member Begins The Day The Recruitment Process Begins

New Member Orientation• Make them feel part of the club

Get Members Involved Early• Committee involvement, leadership positions, task

forces, writers, speakers, sponsors or hosts, attendees, purchasers, callers

Recognize Those Who Get Involved• Thank members for attending, renewing, speaking, etc.

Page 37: Slide 1 The Value Proposition: Attracting and Keeping Members Slide 1 Indian Society of Association Executives July 16, 2009 Gregory J. Fine, CAE

Slide 37

Remember that Decision to Join Finding…

Page 38: Slide 1 The Value Proposition: Attracting and Keeping Members Slide 1 Indian Society of Association Executives July 16, 2009 Gregory J. Fine, CAE

Slide 38

Affiliation and Volunteerism

FINDINGS:

• Governance-level members rank benefits differently than rank-and-file members

•Probability of being a “promoter” of the association increases with level of involvement

• Advocacy, networking and leadership opportunities become more important as level of involvement increases

Page 39: Slide 1 The Value Proposition: Attracting and Keeping Members Slide 1 Indian Society of Association Executives July 16, 2009 Gregory J. Fine, CAE

Slide 39

Word of Mouth…Get people

PROMOTING!

Page 40: Slide 1 The Value Proposition: Attracting and Keeping Members Slide 1 Indian Society of Association Executives July 16, 2009 Gregory J. Fine, CAE

Slide 40

There is only one thing worse than being talked about,and that is not being talked about.

- Oscar Wilde

Page 41: Slide 1 The Value Proposition: Attracting and Keeping Members Slide 1 Indian Society of Association Executives July 16, 2009 Gregory J. Fine, CAE

Slide 41

WORD OF MOUTH MARKETING

• Definition: • Giving people a reason to talk about you• Making it easier for that conversation to take place• Never stealth or deception

• BE REMARKABLE!• Preferably good, although remarkably bad can

work

• Winners want to be with other Winners

Page 42: Slide 1 The Value Proposition: Attracting and Keeping Members Slide 1 Indian Society of Association Executives July 16, 2009 Gregory J. Fine, CAE

Slide 42

Start Simple…Find Your Evangelists

Our Membership Council is made up of cool, hip, passionate, fire breathing advocates of our profession and our organization. Members that are so jazzed about what we are doing, that people expect to see their picture next to the definition in the dictionary. Members who want to see their organization grow and prosper.

Page 43: Slide 1 The Value Proposition: Attracting and Keeping Members Slide 1 Indian Society of Association Executives July 16, 2009 Gregory J. Fine, CAE

Slide 43

THANK YOU!

Slide 43

Page 44: Slide 1 The Value Proposition: Attracting and Keeping Members Slide 1 Indian Society of Association Executives July 16, 2009 Gregory J. Fine, CAE

Slide 44

Gregory J. Fine, CAEDirector of Communications &

MarketingExecutive Editor, FORUM Magazine

[email protected]: @gfinecae