Embed Size (px)
Citation preview
Components as Drivers of Recruitment, Retention, and Engagement
ABOUT US
Who We Are/Why We’re Qualified
Kyle BazzyDirector of Growth at BillhighwayTechnology that solves real problems for
component-based organizations.Founded in 1999
Dresden FarrandMPA, MPA, CAE at CoSN
Senior Director of Membership and Chapters, CoSN13 years in association/nonprofit management
AGENDA
Why Are You Here?
Components can be
challenging!
Components are important, don’t
know where to start
Measuring direct impact of
components
AUDIENCECTOs
ABOUT CoSN
Membership
COMPONENT MODELOriginally12 ChaptersChapters, doubled to 26
MEMBERSHIP Institutional Membership
TAX CODEUmbrellas under existing 501c3
ABOUT CoSN
State Chapters
OPERATIONSRun by volunteers or employees
INACTIVE1 inactive chapter
0Budget
THE CHALLENGE
Grow Chapters With…
2Staff People
THE CHALLENGE
Where to Begin?!
FRAMEWORK
What makes a good component?
THE FRAMEWORKStructure + Strength + Sustainability = Strong Component
- Bob Harris, CAE – Association Consultant
01 Member experience
02 Sustainability of the model
03 Shared revenue model
04 Willingness to build brand awareness
05 Deliver and invest in products and services
FRAMEWORK
Structure
01
Why was this important?
Relationship of board & staff
Branding
FRAMEWORK
Strategy
02
How did you align strategy to the desire outcome? The strategic plan
Promises to members
FRAMEWORK
Sustainability
03
What was the vision?
Member value and sources of revenue
Growth
IncreasedRetention
STRONGER CHAPTERS
Stronger Associations
IncreasedMembership
2xDoubled
Membership in 4 States
$300kIncreased
Sponsorship Revenue
38%24% $70kIncrease Product
Sales
Acquiring New Chapters
ABOUT CoSN
CoSN Focus
Strengthening Chapters
Add Value & Increase Engagement
NEW CHAPTERS
Acquiring New Chapters50 State Plan
Research Volunteers & Organization
Identify Partners
Focus Groups
01
02
03
04
Potential Prospects & Competition
SWOT Analysis
Assessment Tool to Evaluate Each Chapter
Meet with Potential Partners & Volunteers
05
06
07
08
RESOURCES
Weak chapters require a lot of
work
ELIMINATE
It’s ok to dissolve a chapter
LESSONS LEARNED
Acquiring New Chapters
EFFORT
Process = huge effort (challenges &
obstacles!)
Structure
Strengthening Chapters State Chapter Advisory Group Chapter Scorecard State Chapter Agreement – once/year Share strategic plan & chapter alignment Change location of conference
Sustainability
Strengthening Chapters Professional development How to/Cheat Sheets Online Community: Shared learning E-Learning videos: Board/event planning Budget to visit Chapters and leaders
DEEP DIVE: SUSTAINABILITY
Strengthening Chapters
GOALSChapter goals/plan
ADVOCACYAdvocacy/Policy Component
NETWORKINGSignificant group work
BOOT CAMPNew Chapter boot camp training
DEVELOPMENTInvested in good speakers/development
EDUCATESession Topics: great ideas, epic fails
AWARD PROGRAMRevamped our Chapter Award program
*New* Chapter Meeting @ Annual Conference
RETENTION
Chapters = retention
LEVERAGE
Components = Opportunity to leverage, not a
structure to manage
LESSONS LEARNED
Strengthening Chapters
LEADERSHIP
Leadership development &
technical assistance = critical
BOARD
Changes communicated by
the Board, not staff
Value Proposition & Engagement Create templates Chapter News: website & newsletter Toolkits: Advocacy and Mentorship Include in overall organization strategy
Certification, Initiatives, Education Calendar reminders of goals and succession plans
SIMPLIFY
Local component responsibilities =
simplified
EXPERTISE
Chapter access to expertise = increased
value to members
LESSONS LEARNED
Value Proposition & Engagement
INPUT
Chapters want acknowledgement
and want to provide input
ISSUES
LESSONS LEARNED
Overview: Be Ahead of Issues!
RESEARCHDo the work & research
LISTENListen to members & Chapter Advisory Group – Current issues AND future
PROOFUse cases & process for solving
RESOURCESASAE Component Relations Resources
RIP Chapter Volunteers: Are you haunted by volunteer turnover and burnout?
Date: Wednesday, October 12th Time: 12:00 pm E.S.T
Speaker: Kyle Bazzy, Director of Growth, Billhighway
Volunteers are critical to the success of your chapters and association as a whole. We’ll discuss:
• Reasons why good volunteers are becoming harder to find
• Tools & tactics to make chapter volunteer life easier• How to create an effective succession plan for when
volunteers do turnover
What’s Up Next?Chapters vs. National: Creating a Stronger, More Collaborative Association (Note: This is in collaboration with AssociationTRENDS and there is a cost associated)
Date: Wednesday, October 19th Time: 2:00 pm E.S.T
Speaker: Kyle Bazzy, Director of Growth, Billhighway
Combat the conflict! We’ll be diving into:
• Common culprits causing conflict between Chapters & National
• Identifying sources of friction: strategic alignment, lack of (perceived) support and other red flags
• Tactics for strengthening the Chapters-National relationship
• ASAE/Associations Now• Component Relations• Governance Structure• The State of Association Chapters
• Mariner Management• http://marinermanagement.com/resources• Chapter Performance Dashboards• Tech Tools for Chapters
• Marketing General Inc. • http://www.marketinggeneral.com/knowledge-bank/
• People Power Unlimited• http://www.peoplepowerunlimited.com/• Active Chapter Video Series
• Association Success• Transform Culture
• Books:• Transformational Governance: How Boards Achieve Extraordinary C
hange• Component Relations Handbook: A Guide to Successfully Managing
and Motivating Chapters, Affiliates, and other Member Groups• Membership Essentials: Recruitment, Retention, Roles, Responsibili
ties, and Resources, 2nd Edition
• What Makes High-Performing Boards
• Whitepapers• The Association EXEC's Guide to Improving Organizational Perform
ance
Additional Resources
Kyle Bazzy586.480.6419 (cell)
[email protected]://www.linkedin.com/in/kylebazzy
AMA: Ask Me Anything
