Big Footprints: How Associations Are Becoming More Sustainable

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In the latest episode of the “Engaging in the Next” podcast, I had the opportunity to chat with Colby Horton and Frank Humada about why it’s crucial for associations to take action on climate change and sustainability.

Our conversation addressed  the importance of measuring and actively reducing carbon footprints, urging associations to move beyond relying on carbon offsets. We discussed examples of innovative practices within the association space and encouraged organizations to set small, attainable goals while leveraging their collective power to advocate for impactful environmental policy changes.

(We also got into being a foodie, heated sports rivalries – GO BIRDS! – and jazz.)

Check it out at:

The whitepaper we discussed is freely available at https://associationclimateactioncoalition.com/.

Also, the Association Climate Action Coalition has a free online community (thanks to the generous support of the team at Breezio) where association execs can gather to share resources and good practices, ask questions, and get advice for developing resilience and learning how to adapt to climate change at https://ac3.breezio.com/.

Power With versus Power Over

Graph of "Power Over" (finite, blame, shame, fear) versus "Power With" (infinite, connection, respect, equity and equality) leadership

There are (at least) two ways of thinking about power in interpersonal relationships: Power Over and Power With (sometimes recast as “Power To”).

What’s the difference?

Power OVER is about scarcity, rules, procedures, compliance, competition, rewards and threats, hoarding information, assigning blame, fear and skepticism, exclusion, silos, and control.

Power WITH is about abundance, principles, mission, commitment, creativity, focusing on what’s going right, sharing, being open, trust and confidence, inclusion, working together, questioning, inspiring and clarity.

As I’m sure you recognize, traditional hierarchical organizations rely on Power Over. And I suspect that’s where most of our associations fall. But they don’t have to.

In fact, forward-looking organizations need 21st century leaders.

What are 21st century leadership skills?

  • Communication
  • Emotional intelligence
  • Transparency
  • Authenticity
  • Influence (as opposed to authority)
  • Creative
  • Innovative
  • Inspiring
  • Bias towards action
  • About the “we,” not the “me”

Which of the above two power models seems like a better match for the realities of *today’s* work place? Looking at the lists above, where would you rather work?

How do we get from here to there? It comes down to each and every one of us honestly assessing ourselves and, each day, choosing to walk the talk of power with rather than power over. You’re not going to completely transform your organizational culture over night. But you can lead, even from the middle, by example. Not everyone will get it. Not everyone will come with you. But we have to start transforming the culture of work somewhere.

What type of leader are you? What type of leader do you want to be?

Image source: Sylver Consulting 

Associations, Apprenticeships, and the “Toolbelt Generation”

leather tool belt with hammer, blue plier handles, adjustable wrench

Recently, I’ve noticed renewed attention to the role of non-collegiate post-secondary training in helping people find lucrative, productive, fulfilling work.

  • The Washington Post has reported on the need for “millions” of apprentices in careers that don’t require four-year degrees and has called for the federal government to take action, which is a very good idea and which would have significant returns on a modest investment.
  • NPR has reported on a trend in GenZ choosing trade schools over college, “skilled trades make a comeback,” and identified them as the “Toolbelt Generation.”
  • As his first executive order after taking office, Pennsylvania Governor Josh Shapiro eliminated the unnecessary four-year degree requirement for 92% of state jobs in the commonwealth.

Alternative training and career paths are, after several decades of an almost exclusive focus on sending young people to four-year college, having a renaissance.

You know who else has a major role to play in alternative career paths and credentialing?

Associations!

In 2016, Shelly Alcorn and I released a whitepaper, The Association Role in the New Education Paradigm, that predicted this trend, identifying a significant and growing gap between education and employment driven by several factors:

  • Massive disruption in higher education
  • Ballooning student loan debt (at the time, Americans held over $1.23 trillion dollars in student debt – it’s now up to $1.75 trillion)
  • Decreasing public funding for education, at both the K-12 and post-secondary levels
  • Significant disagreement about what a college education is supposed to accomplish, the value of a four-year degree, and whether or not college is properly preparing young people for the workforce

At the time,  one-third of employers reported struggling to find qualified workers. That situation has also gotten worse in the interim, with 75% of organizations world-wide now reporting that they’re struggling to find skilled workers.

Shelly and I believe that associations enjoy major advantages that make us uniquely suited to addressing these challenges:

  • Direct connection to and relationship with employers in our relative sectors
  • Experience with certification and credentialing, supplements or even alternatives to four-year degrees that are gaining popularity and respect
  • Speed and flexibility, at least in comparison to hidebound higher education
  • “Halo” effect of our nonprofit status in the marketplace versus the many shady for-profit providers
  • Experience with non-traditional students and educational settings

Want to learn more about how your association can help solve this critical societal problem while also earning non-dues revenue, doing well while doing good? Download your free copy at https://bit.ly/29CIquL.

Photo by jesse orrico on Unsplash

Filling Your Well of Ideas

woman sitting on brown rock

With a significant portion of the association community (although not me) in Cleveland this week for ASAE24, I’ve been thinking about ideas and how we all go about getting them.

One of the challenges of solo consulting is that solo consultants need to generate a lot of ideas – for our clients most importantly, but also for articles and blog posts and conference presentations and whitepapers and ebooks and LinkedIn and all those other places we’re tasked with creating “thought leadership” for the community – while, sometimes, operating in a bit of a vacuum.  It’s not as if we have colleagues we’re with every day where we enjoy those moments of inspiration that come from serendipitous interactions, often not as a result of “so where do YOU think the future of AI lies?” type conversations so much as of “I just read the most interesting book” type conversations. And even for folks who work in teams, in an era of pervasive remote work, those types of chance interactions don’t happen the way they used to.

How do I fill my own well of ideas? 

  1. Several years ago, I realized that I needed to schedule one event per year solely for my own professional development. When you’re a consultant, it’s easy to fall prey to only attending professional development events where you’re being paid to speak (or at least getting a comp registration and travel funds). And that’s understandable – when paying to attend an event comes directly out of one’s own pocket, it’s wise to limit those expenditures – and, as I wrote several years ago, when one is at an event where one is being paid to speak, it’s also wise to participate as fully as one is able (go to sessions other than your own, talk to people). But for those paid gigs, I realized that I tended to be primarily focused on making sure I delivered good value for my clients, so my attention was mostly on prepping to give a good session, and I often can’t stay much beyond the day on which I give it. So I made attending one thing that’s just for me, where I just participate, both a schedule and financial priority. Aside from the opportunity to focus only on my own learning, I also get to relax into conversations and relationship building with other participants in ways that seem less accessible when I’m there as a “sage on the stage.”
  2. I am a voracious reader, and rarely of business books, which I find to be largely a waste of time. I still read the print newspaper every morning. I subscribe to (and actually read) a variety of high-quality magazines, from the New Yorker to MIT’s Technology Review to The Atlantic. I read fun fiction. I read literary fiction, including books that have been translated from other languages. I read quality non-fiction. I re-read books that changed my life at earlier stages of my life. One of the things I’ve missed about the return to relative normalcy post-pandemic is I have less time to read now. Not that I’m eager to go back into lockdown, but I do miss the slower pace that allowed more time for reflection. Relatedly….
  3. Unplug. Regularly. One of the habits I’ve lost from the lockdowns was taking a daily walk. At the time, it was one of the few options available for exercise and for leaving the house, and I was dedicated – rain or shine, heat or cold, I was out there. Stanford University researchers conducted a famous study about a decade ago that demonstrated that walking specifically increases creativity. Since I’ve resumed more typical forms of exercise, sadly, my daily walks have vanished, and I find that I’m doing a poor job of setting aside time for letting both my body and my mind to ramble, away from technology and other distractions. I’m pretty sure there’s a lesson there.

As I also wrote in that earlier post:

Our brains, our psyches, and our hearts need time away from the electronic hamster wheel. Different people need different amounts of time away and at different intervals of frequency, but we all need some time out to process, think, recharge, and refresh.

Where do you go for inspiration?

Photo by Jesse Bowser on Unsplash

Who’s Allowed to Have an Idea?

Sketch of a lightbulb on a yellow post-it note thumbtacked to a cork board

I’ve been thinking about innovation a lot recently, in part because of a big client project that just wrapped up and in part because the tenth anniversary of Innovate the Lean Way: Applying Lean Startup Methodology in the Association Environment is almost upon us (and if you’re wondering if co-author Guillermo Ortiz de Zaraté and I are planning on revisiting and revising that monograph in honor of its 10th anniversary, the answer is YES!).

A lot of my focus lately has been on lean startup methodology and how to apply it in associations (the client project, and a few conference presentations and article pitches based upon it), and on the insights G and I have gained in ten years of working with the methodology. Spoiler alert: the hard part isn’t the tools. It’s the culture change.

Which has had me thinking about another component of innovation and culture: Who’s allowed to have an idea?

Associations are accustomed to acting on HIPO: the Highest Income/Influence Person’s Opinion.

That “Influence” bit? It’s key.

For-profits take direction from their CEO just like associations do. But we also take direction from our boards of directors, particularly from the chairs of those boards.

The problem is: Their experience is not typical. And by “their” I mean both your CEO and your board chair.

Whose is?

Your “rank and file” members and the staff members who work with them every day, providing customer service, answering their questions, helping them with their problems.

Does your association allow room for innovation, aka great new ideas, from the people who actually use what you produce on a daily basis (your members) and from the people who help them use those programs, products, and services (your “line” staff)? 

  • What mechanisms do you have in place to solicit their ideas on a regular basis?
  • Once ideas bubble up from members or line staff, what happens next? Do you do anything with them?
  • Regardless of the outcome (because not all new ideas are necessarily good), how do you let people know what happened and why?

The thing is, your members and line staff are a lot closer to what you’re doing and producing, ostensibly for members’ benefit, and to how it does or does not work for them on a day to day basis.

Why not ask them what they think about how you can make your offerings better for them, and then try to do something beneficial with what they tell you?

Photo by AbsolutVision on Unsplash

Have It Your Way

cheeseburger with all the toppings

Almost 14 years ago, I addressed a question first raised by Jeff Dc Canga:

How will we manage the change from a pre-set package of options (membership) to an individually negotiated exchange of value?

In that original post, I addressed issues of consumer expectations around mass personalization and customization, the concept of “cafeteria” membership, deciding whether or not to gate content, and the necessity of the occasional sacred cow barbecue.

As a commenter on that post put it:

Figuring out the balance between revenue needs, information sharing and the value proposition for membership is key to a vibrant association.

Exactly.

This topic seems to be at the fore again. I’ve recently had several inquiries and some new clients all looking to address their dues structure and value proposition.

I suspect this is another lingering effect of the pandemic. During the pandemic, many associations held the line HARD on dues increases while at the same time adding a bunch of new “included with membership” benefits. Which is totally logical: We were in a MASSIVE economic crisis, particularly in that first year, when then-president Donald Trump was badly mis-managing every single aspect of the public health emergency AND the economic emergency.

However, in the past four years, the situation has improved. Dramatically.

The US economy is now so strong, it’s literally propping up the entire global economy. The rate of inflation is up significantly, something we all feel every time we buy groceries, but job creation is at historic highs (as is the stock market), unemployment is at historic lows (particularly for people of color), and wage gains have outpaced inflation for more than a year.

Meanwhile, many associations are still, from the perspective of what we offer members and customers and what we charge for it, operating as if it’s April 2020.

Admittedly, it *is* hard to start charging for a benefit that’s been included with membership, particularly when that’s been the case now for several years. It *is* hard to raise dues appropriately when you’ve left them alone while inflation is up more than 20%.

All of this, to me, strongly indicates that it’s time, maybe past time, to examine your membership model.

  • Are your dues structured in a way that makes sense for your profession or industry, not as it was in 2019, but as it now is?
  • Should you shift your basis of dues calculation?
  • Is your basis of dues calculation equitable within your profession or industry?
  • What is your current cost to serve? Are your dues adequate to cover it?
  • What *else* are you expecting dues revenue to cover? Is it appropriate to require members to fund those programs, products, or services as part of their membership?
  • What are your “loss leaders”? Are you confident that’s the right approach for those particular programs, products, or services?
  • What do your members most value and use? What *don’t* they value or use?
  • Should your “included with membership” benefits change?
  • Do some programs, products, and services need to move from “included” to “optional” (with fee)?
  • Have some programs, products, or services outlived their usefulness? Is it time to take out some of those sacred cows?
  • Did you discover some new programs, products, or services as a result of the pandemic economic crisis that were initially intended to be temporary, but have proved so valuable they need to be made permanent? If so, what infrastructure or process changes do you need to make so you can move from “making do” to “this to core to who we are”?
  • Did new audiences find you during the pandemic? What are you doing to learn more about them and their key goals and biggest problems, so you can provide the solutions that generate long-term loyalty?
  • Are you being intentional about what’s available only to members, what’s freely available to everyone, what’s included for members and offered at a fee to customers, and what’s offered at a (differential) fee to both members and customers?
  • Are you still offering a “you can have it in any color you want, so long as it’s black” membership model? That may still be appropriate to your profession or industry. But maybe not.

As I concluded that original post 14 years ago, I don’t have THE answer to these questions. There isn’t ONE answer that fits for all associations (of course, I am available for hire to help you find the answers for YOUR association). But I do know that we need to figure out how to let our audiences have it their way in a way that makes sense for them, meeting their goals and challenges, and also for us, providing the financial stability we need to create those solutions for them.

Photo by amirali mirhashemian on Unsplash

Innovate Now! But How?

lightbulb against a sunrise backdrop

Associations are constantly being urged to innovate, but frankly, in a world of generative AI, venture capital, nanotechnology, medical advances, and big R&D budgets – none of which we have access to on a regular basis – that constant drumbeat of “innovate…innovate…innovate” can feel more than a little intimidating. It can even seem impossible.

The thing is, your association is never going to be Apple or Amazon. And that’s OK. You don’t have to change the world for everyone to have an impact on someone.

So if the association community is unlikely to discover an abundant, non-carbon-based, renewable energy source or find the cure for cancer or bring peace to the Middle East or create the next iGottaHaveIt device, what can we do? Where is our ground for innovation?

It’s right under our noses: membership and volunteerism – the two things we, as a community, can lay claim to owning.

And the thing is, we NEED to innovate in both of these areas, because they’re key to our operations and they’re in the midst of being subjected to some pretty powerful forces.

It seems to me that the current association model, particularly as relates to membership and volunteering, is an artifact of its creation by the Boomers. Membership is often a one-size-fits-all prospect, with lots of “good of the order” stuff, well, stuffed in there, whether or not a given member wants it or wants to support it. That lets us get away with pricing at least some of our offerings below what they actually cost us to produce, artificially inflating demand, which in turn, makes it hard to kill things that maybe should die.

Several years ago, John Graham gave a keynote at the Association Foundation Group’s national conference in which he pointed out that the association model is predicated on only about 25% of our members taking advantage of any given service that’s offered to them. The point he was making was that associations would be completely unable to support 100% of our members taking 100% advantage of 100% of their benefits, at least at current staffing and other resource levels. And he was right.

But another thought occurred to me: That means that, for any given benefit you offer to members, 75% of them don’t want it, and yet they’re paying for it. And we wonder why we have a hard time articulating our value proposition!

In short, we’re inundating our members with too much irrelevant crap.

No wonder they “don’t pay attention!” (how often have you said that?) They aren’t interested in 75% of what we keep insisting on telling them about – no wonder we can’t get their attention about the 25% that actually matters to them.

Our current models are out of synch with the reality of consumer experiences. We’ve all been trained to expect mass personalization and customization, on-demand services, paying only for the pieces we want and opting out of the rest (including opting out of paying for the rest), the sharing economy, and freemium models.

We need to be thinking seriously, innovating seriously, about how that affects the membership model NOW. Hell, we needed to start thinking about this yesterday.

Those same dynamics affect volunteering just as strongly (if not more so) than membership. Your next generations of volunteer leaders don’t have time to participate in never-ending committee meetings that don’t actually accomplish anything. They aren’t interested in having to “pay their dues” in scut work to “earn” a leadership position. They want opportunities that fit into their lives and that are targeted to their skills and experiences, not years of waiting to “win” a prestigious role by attrition, aka being able to outlast the competition.

Associations, and nonprofits more generally, REQUIRE volunteers to operate. But if we can’t innovate around what we offer and our expectations and put together a model that fits with the realities of life in 2024, there will be no one to do those jobs.

What are you doing to address these forces and how they will affect the building blocks of your organization? 

Where else can associations look to innovate?

Photo by ameenfahmy on Unsplash

What if associations offered no agenda at the next staff retreat other than “show up and talk about how we can be better?”

painting tray with white paint and a roller brush on a brown wooden table

What if the only thing associations focused on was: “How can we be better?

I think this gets to some of the other questions, like:

  • What if we forgot about petty internal politics and focused on the mission?
  • What if we weren’t afraid to share new ideas?
  • What if we removed “we have always done it that way” from our vocabularies?

Anyone who knows me knows that this is what I try to do, and I know a LOT of other association execs and consultants in the same boat. And we’re all tempted to think that other people see the world the same way we do. But that’s demonstrably not true. Particularly not in this case, or “petty internal politics” would be an oxymoron.

So the question becomes: If “Ideas BAD!” is the focus of a sizable contingent of the association professional world (hell, of the world in general), AND we accept the premise that people act in ways that make sense to them, what’s really going on here?

No, “my colleagues are all out to get me” is not an acceptable answer.

And those of us on the side of “Change GOOD!” *need* the answer, because we have to persuade at least some of the “Change BAAAAAD!” crowd to at least not oppose us if we hope to accomplish anything other than a big ole headache from whacking our heads on our desks repeatedly.

I think – and I certainly could be wrong – that it comes down to fear. But I think it’s more than the traditional flip “they fear change” answer. Because that begs another question: Why does this person fear change? What happened in his/her past to cause this?

  • Did she have an idea – or multiple ideas – that were shot down in their infancy?
  • Did he get to implement an idea that failed, and then get punished, or just totally hung out to dry?
  • Did she have a great idea that was implemented and worked, only to see someone else hog all the credit?

I’m not saying that you’ll be able to somehow fix those past bad experiences. This isn’t therapy, and sitting around singing Kumbaya gives me hives anyway. But if you can get some idea about what’s happening in your detractors’ heads, you can think a little more constructively about what might help them be more comfortable with what you’re proposing than “very well, then let it be war between us!” And that’s when you can finally get some of those great ideas off the ground.

Photo by Karl Solano on Unsplash

What if associations required every staffer to cold-call one member each week just to connect and listen?

orange old-school rotary phone on a wooden desk

I am reupping this post from 2009 with only minor edits, because every word of it remains true.

What if EVERY staff member had to talk to members on a regular basis?

Despite the existence of the idea “Membership is Everyone’s Business,” too often, it’s really not. Membership retention, for most organizations, is the business of the membership department. If retention goes down, the membership staff gets blamed, even if the reason people are leaving is because, for instance, they hate the monthly magazine. Or they’ve decided to focus their energies on their local chapters. Or they’re organizing online. Or the annual meeting’s gotten too expensive. Or whatever.

(And, while we’re on it, why are we always so concerned with affixing blame? It’s pointless. It stifles innovation, because people think “cover your ass” not “come up with and try amazing new idea.” And it wastes time and mental energy that would be better spent FIXING the PROBLEM. But I digress…)

I was hired for my first association job as Director of Member Services and Technology not because I knew anything about associations or management, but because I was from the profession, and the executive director figured I’d empathize with the members. And she was right. And that was great, as far as it went. Which was as far as one staff person – me. Not far enough, by a long shot.

We all talk about the idea that we exist to serve members, meet their needs, and help them solve their problems. But most of us have no real idea what those things are. We do annual satisfaction surveys and listen to and repeat conventional wisdom and swear that we’ve been doing this long enough to know every little thing about our members, their industry or profession, and what’s best for them.

RIIIIIIGHT.

You know the easiest way to find out what people want and need? Ask them. And not in some Likert-scale driven survey way.

“Hi there, Member. This is Elizabeth calling from Association. If you have a few minutes to chat, I’d love to find out what’s going on in your professional life, and if you have any questions or comments about what’s we’re up to here at Association.”

What do you get? Information, sure, but also connection. Community. A source of new ideas. The feeling that the association cares about me. Early warning of problems that might be cropping up, whether in your industry, or related to your association.

And, more importantly, it’s unfiltered. This is not meant to imply ill intent to your membership staff (often the only staffers who have regular contact with members). But everyone filters information they receive through their own mental maps. And someone with a different map might interpret the same data differently.

How would your association benefit from deep understanding of your members, their goals and challenges, and the industry or profession you serve, spread widely across the entire organization? What could you do with that?

Would your members think differently about the association when the renewal notices show up or when they arrive at your annual meeting if they felt connected, not only to other members through the agency of the association, but to the association itself through contact with staff?

Photo by Annie Spratt on Unsplash

Your Meetings Suck

bored looking blonde woman wearing glasses sitting in front of a computer

But they don’t have to.

I don’t mean your Annual Meeting, of course. If that sucks, you have MUCH bigger problems. I mean those 2 hour snooze-fests where 50% of your staff sits there on Zoom/Teams/WebEx “multitasking” with their cameras off, while one person blathers on and the other 50% thank The Powers That Be that they were spared attendance.

And this problem has gotten MUCH worse since the pandemic, with the ease of scheduling virtual meetings and everyone’s increasing comfort with video conferencing tech.

A few of my favorite tips to help your meetings ROCK!

  1. Informational meetings. DO NOT have them. I mean it! If you don’t have questions to ask that require the active participation of  multiple people to answer, send a memo. Send an email. Start a Slack thread. Send a gorilla-gram. But DO NOT send a meeting invitation! “This meeting could’ve been an email”? DO NOT PASS GO, DO NOT COLLECT $200.
  2. Participants. Have the right people – and ONLY the right people – in the Zoom room. Do you have more than one representative per department involved? Unless there’s something truly unique about their individual perspectives, maybe don’t invite both of them. Don’t invite people just to cover your ass, or so their feelings won’t be hurt. Their feelings will be MORE hurt by spending 30+ hours a week in meetings they didn’t need to attend in the first place.
  3. Agenda. Have one. Even if it’s a regularly scheduled meeting. Especially if it’s a regularly scheduled meeting, which tend to quickly devolve into informational meetings. In fact, if it’s a regularly scheduled meeting and you have no agenda, CANCEL IT. And if your agenda has more than about three items per hour of scheduled meeting, you need to cut back, because you will NOT get through everything. And think twice before scheduling a meeting that’s more than an hour. People can’t concentrate for that long.
  4. Questions. Remember the no informational meetings rule? You should walk into any meeting with a list of questions you need the group you’ve gathered to discuss and, perhaps, answer. After all, if you’re just conveying information, you sent a memo, right? And if you just need one person’s thoughts, you went to that person and talked to her directly, right?
  5. Listening. Who should do the majority of the talking? If you say, “Me Me Me! It’s all about me!”, review the above point. You’re there to ask questions and facilitate discussion. That means less talking, more listening. And make sure you’ve asked someone you trust to take notes, because it’s really hard to facilitate a discussion AND take good notes at the same time.
  6. Action Items. Gathering a bunch of people for an hour or two is expensive. Next time you’re sitting there online with your Brady Bunch squares, do a quick back-of-the-envelope calculation of the salaries+benefits (which are generally about 1/3 of salary) of yourself and all the other squares. Then ponder the opportunity costs for a moment – what ELSE could those people have been doing? You better make damn sure that when you leave, everyone knows what her marching orders are and when they’re supposed to be fulfilled. Sending a follow up email to all the meeting participants with “this is what we all agreed we’d do, this is who agreed to do each thing, and this is when we agreed it would be done by” earns you a gold star.

Got any favorite tips to convene like a rockstar? Share ’em in the comments.

Photo by Magnet.me on Unsplash