Blog

5 Things Every Association Should Have Check-listed

5 Things Every Association Should Have Check-listed
Beyond the usual financial audits, the end of the year is a great time to review your operations and processes – and shed the inefficiencies that could hold you back from achieving your goals in 2015.

Here are five things (besides the obvious review of your business plan) you should consider doing before January rolls around.

#1 – Review Your Service Contracts

“If it ain’t broke, don’t fix it” isn’t the motto to operate by when it comes to your service contracts. Your needs have likely changed since you first signed some of your contracts, and you could be wasting unnecessary time and money by sticking with a provider that you’ve outgrown.

Make a list of all your service providers – including utility and equipment rental companies, printers, professional service and software providers, and any others you use regularly. Consider how they’re priced, the value you get for the money, and their level of customer service.

Prioritize the services that are most critical to running your organization, and invite proposals and quotes from competing companies. Even if you ultimately stick with your current provider, doing the research may give you the leverage to negotiate lower prices or more favorable terms.

#2 – Evaluate Your Internal Processes

While you’re refining your business plan for next year, make it a point to review your day-to-day processes to determine how well they support your strategies. You can do this internally, or consider hiring a consultant to perform the assessment for you.

Ask staff and committee members to document the processes they use to fulfill their responsibilities. Brainstorm with your team to identify inefficiencies and come up with ways to improve. As you go through the process, don’t forget to research new technologies that can help you save on time and resources.

#3 – Update Your Policy Manual

If you don’t already have a policy manual, create one. If you have one, review it. Your policy manual is your blueprint for your internal operations – yet it’s an often-neglected document, particularly in smaller associations.  It covers everything from human resources … to attendance and dress codes … to facilities management issues.

It’s important to review your policies every year to make sure they continue to meet changing employment and business laws. You’ll also want to check that they still align with your current practices and procedures.

#4 – Do a Marketing Audit

Using outdated marketing materials can reflect poorly on your organization – whether it’s letterhead with your old phone number or address on it, membership welcome packs that still mention old services, or a website that lists Board members who retired last year. Sometimes these details slip through the cracks, so gather all the collateral you currently use and go through it with a fine-tooth comb.

Ditch any materials that have information, messages, graphics, or branding that no longer reflect your organization’s direction, and put a plan in place setting out how and when you will update each piece with specific dates for completion.

#5 – Say Thank You

Recognize and thank staff , volunteers, members, committees, sponsors, and anyone else who had a part in your organization during the year. Convey your appreciation through cards, events, gifts, or just a special note in your newsletter if your budget is slim. “Feel-good” gestures will have everyone heading into the new year feeling appreciated and engaged with your organization.

Blog

Community Management is About Strategy

Community Management is About Strategy
This week’s blog post on online community management is re-posted with permission from Aaron D. Wolowiec,  founder and president of Event Garde, a professional development consulting firm based in Grand Rapids, Mich. Website: www.eventgarde.com. 

Although still relatively new, online communities are quickly becoming popular platforms for engagement, discussion, and membership.

But there’s still some confusion about best practices and culture, according to a new report by The Community Roundtable and Higher Logic.

“In the current environment, it’s easy to question or second guess ourselves, but one thing I feel strongly about is this: A community approach can help navigate these issues in a way that brings along customers, prospects and employees,” said Rachel Happe, principal and co-founder, The Community Roundtable. “It is the best way, and maybe the only way, to keep our organizations in sync with themselves and with their markets.”

Happe said communities are the most effective way to deliver learning and change – much better than social media platforms, which are inundated with advertisements.

The Higher Logic report contains data from 339 community programs from a range of industries. The first takeaway: strategy. Strategy is based upon a shared understanding of value. In other words, communities must define value to their organization and to their community to foster engagement. In addition, the report found those who could measure that value to determine ROI performed best.

Next: operations. Giving members a voice is key to community success. Communities that provide a formal feedback system, multi-tiered advocacy program and member-led community programs far outperformed their peers.

And then, tactics: Most communities measure basic activity and membership, but going beyond that, including regularly tracking activity, behavior change and outcomes, reaps big rewards.

Some recommendations from Higher Logic:

STRATEGY:

Create strong, defined value statements for your organization and members, highlighting the shared value of the community. Tip: Boil it down: What’s the value that the organization and members get from being a part of the community – and where do those value statements intersect?

OPERATIONS:

Engage and empower members, through feedback programs, member- and internal expert-led programs and by prioritizing getting organizational buy-in and understanding of community. Giving the community a say in its operation can help increase engagement and community contributions. Tip: Tap into the expertise in your membership – communities that include member-led programming demonstrate higher engagement and maturity than their peers.

TACTICS:

Focus metrics and measurement on the behaviors you want to see, not just the ones you can easily measure. Everyone measures something, but the best-in-class communities are digging into the metrics that demonstrate the impact of the community. Tip: Use frameworks to better connect behavior changes to metrics so that you can more readily explain the value of the community to members and the organization.

“As community professionals, we need to keep our focus on the fundamentals and continue to reinforce value and success,” Happe said. “Don’t lose sight of the basics; continue the dialog with those that can benefit from your community, and develop an ROI model to define the specific business value that is generated from the community.”