Category: leadership

2: Strategic Planning v. Strategic Thinking

Posted on | by Elizabeth Weaver Engel, CAE
silhouette of a person wearing a hiking backpack hiking in the mountains at sunrise

We’re almost at the end of the revisiting of the top ten all-time Spark blog posts in honor of Spark’s tenth anniversary!

Coming in at the #2 spot: Strategic Planning v. Strategic Thinking.

In the original post, I highlighted Henry Mintzberg’s well-known Harvard Business Review piece “The Fall and Rise of Strategic Planning,” in which he encourages us to focus on creating dynamic, flexible visions of the future that accommodate disruption and allow us to rapidly respond to emergent trends.

In other words, do 100% the opposite of what we usually do in strategic planning.

Now, I mostly do *membership* strategy for clients. But every once in a while, I have an organizational strategy project. When I do organizational strategy, I use Appreciative Inquiry methods to try to help my clients switch from a strategic planning (static, rigid, episodic, fixed) perspective to a strategic thinking approach. And it is generally a HARD mental and organizational transition for them to make, because we’re all so accustomed to the “traditional” way.

But as so many of us saw during the pandemic, the traditional way of planning fails us, and it fails us SPECTACULARLY when a crisis hits.

One of the things we learned is that we CAN rapidly gather information from our members and other stakeholders and use that to create minimum viable product style tests, then take what we learn from those tests and use it to create the next iteration of that MVP, or to change directions entirely. And the world doesn’t end if the original thing isn’t perfect, or if we do have a make a small – or big – change in the next round.

Now this mostly happened in the context of events and professional development, where all of a sudden, our traditional way of going about the business of associations was unavailable to us. But we can apply those lessons we learned, about focusing on the journey, about becoming deeply curious about our members’ and other audiences’ daily challenges, about being inventive and responsive in providing solutions those challenges, both outside event planning and outside a global pandemic.

If we’re willing to change “the way we’ve always done it.”

Are we?

Photo by Mukuko Studio on Unsplash

Association Meetings in a Post-Roe World

Posted on | by Elizabeth Weaver Engel, CAE

On Tuesday, October 11, Shelly Alcorn hosted Joan Eisenstodt and me on The Phoenix Cast for an important conversation about association meetings in a post-Roe world.

Just as meetings are starting to recover from pandemic shutdowns, new (and old) laws are putting pregnant attendees at significant risk.

The key thing I think associations need to take from our conversation is that choices about where we host our meetings could be putting pregnant attendees at SIGNIFICANT risk if they have a medical emergency related to pregnancy during the event.

In the immediate term, association execs and boards need to talk that through and make a plan for your next event.

In the longer term, we need to talk, as a community, about what this means in terms of equity of access (or lack thereof) for attendees.

We also need a plan as an industry to respond to this. As we saw back in 2016-17 when we came together to respond to the rash of transphobic “bathroom bills,” there is strength in numbers!

Most of all, DO NOT ignore this situation.

Edited to add: ASAE has recently released a decision guide to help association executives think through implications of our choices in conference location decisions. Learn more about it and download the guide here. 

Webinar: Becoming a Responsible Consumer of Research

Posted on | by Elizabeth Weaver Engel, CAE
Header Graphic for Caveat Emptor webinar October 26, 2022 - speakers Elizabeth Engel, Polly Karpowicz, Jennifer Blanck, Marc Beebe - hosted by UST Education

Would you like to learn more about the critical skills you need to be a responsible consumer and sponsor of research? Would you like to hear directly from association execs who are doing good work in their own organizations about how they do it?

Join me and my Caveat Emptor: Becoming a Responsible Consumer of Research co-author Polly Karpowicz on Wednesday, October 26 for a FREE webinar where we’ll review the findings of the whitepaper, share a plain-language review of key concepts and approaches in consuming and sponsoring research, and interview Jennifer Blanck (the Association of American Medical Colleges) and Marc Beebe (IEEE) about their stories of association research success.

Learn what you need to know so you don’t have to “beware” and can be confident that you’re setting yourself, your association, your members and other stakeholders, and the people in the profession or industry your association serves up for success in making data-informed decisions that will allow you to achieve your most important goals and solve your most pressing problems.

(Thanks to host UST Education.)

Details and RSVP here.

Being Responsible About Research

Posted on | by Elizabeth Weaver Engel, CAE

In this final post celebrating the launch of Caveat Emptor: Becoming a Responsible Consumer of Research, I want to talk about why this matters.

Why do association execs need to develop discernment about research, both as consumers and sponsors? Why do you need to have at least some familiarity with research terms? Why do you need to understand the benefits and drawbacks of various types of research methods?

Quoting from the monograph:

It’s important for associations to get this right, both so that association executives have the best possible chance of making good decisions about how to invest limited association resources to generate the best return for members, and because associations are viewed as trusted, unbiased sources of information for the members and other audiences we serve. It’s incumbent on us to provide quality research products so we remain worthy of that trust.

As a reminder, the whitepaper also includes:

  • An interview with Dr. Sharon E. Moss, co-editor (with Sarah C. Slater) of The Informed Association: A Practical Guide to Using Research for Results, on ethical practices in research.
  • An interview with Dr. Joyce E. A. Russell, The Helen and William O’Toole Dean at Villanova School of Business, on developing discernment in assessing research.
  • An interview with Jeff Tenenbaum, Managing Partner at Tenenbaum Law Group PLLC, on avoiding antitrust liability.
  • Case studies with the American Association of Colleges of Pharmacy, the Association of American Medical Colleges, the Casualty Actuarial Society, and IEEE.
  • A plain English review of key research terms, and a brief explanation of the rules of formal logic (and how they affect research work).
  • Recommendations for books, articles, websites, podcasts, and courses you can use to improve your research skills.
  • A series of thought questions for you to use to spark discussion with your team.
  • An extensive list of resources in case you want to dig deeper on any of the topics addressed.

My co-author Polly Karpowicz and I are in the process of arranging additional opportunities to learn more, including a webinar with Association Insights in Old Town in April of 2023 – more information to follow.

In the meantime, get your free copy at https://bit.ly/3SYJiAO, no divulging of information about yourself required.

 

Curiosity with a Purpose

Posted on | by Elizabeth Weaver Engel, CAE

As Zora Neale Hurston described it:

Research is formalized curiosity. It is poking and prying with a purpose.

When you’re sponsoring a research study, one of the biggest decisions you’ll have to make is what method(s) to use.

What are your choices?

  • Quantitative v. Qualitative
  • Primary v. Secondary

You also have some decisions to make about data collection. The choices there include:

  • Formal v. Informal
  • Active v. Passive

All of these choices have associated pros and cons.

For instance, surveys (quantitative primary research where the data collection is active and formal) provide numeric answers that can be described by levels of statistical significance and degrees of confidence (see yesterday’s post for more on that). That’s obviously a pro.

On the con side, because surveys provide reassuringly specific answers, it’s tempting to over-rely on them. They’re also more susceptible to design flaws that can introduce bias – and once the survey’s deployed, you can’t correct those errors without invalidating all the responses that have already come in.

So what’s the answer?

Download the new Spark collaborative whitepaper Caveat Emptor: Becoming a Responsible Consumer of Research to find out!

“P-Value”? What’s a “P-Value”?

Posted on | by Elizabeth Weaver Engel, CAE | 1 Comment on “P-Value”? What’s a “P-Value”?

And why should you care?

Associations generate a lot of original research, but association execs also use a lot of research created by other entities both to assess the internal operations of the association as a tax-exempt business and to understand what’s happening in the industry or profession the association serves.

And let’s face it: Lots of research terms are pretty jargon-y. P-values and margin of error and confidence interval and representative versus purposeful samples, oh my!

It’s easy to find yourself glazing over in the methods section of the study you’ve chosen, ignoring it all together, or just deciding not to worry about what it reports.

That would be a mistake.

All those things directly affect the validity of the study and the results presented, results which we use every day to make decisions for our associations and the professions and industries we serve.

Quoting the new Spark collaborative whitepaper Caveat Emptor: Becoming a Responsible Consumer of Research:

Good research does not guarantee good decisions, but it certainly helps. And bad research, barring getting lucky and guessing right, almost inevitably leads to bad decisions.

We want you to have everything you need to make good decisions, so in Caveat Emptor, my co-author Polly Karpowicz and I provide plain English explanations of key terms in research design so that you can build your information literacy muscles and choose wisely what research you will – and won’t – trust.

Get your free copy at https://bit.ly/3SYJiAO, no divulging of information about yourself required.

 

Lies, Damn Lies & Statistics?

Posted on | by Elizabeth Weaver Engel, CAE

Association execs consume – and produce – a lot of research in our day-to-day work, but most of us don’t have formal training in research. A lot of the language of research programs– p-values and confidence intervals and margins of error – can be pretty jargony, and some of the concepts behind what makes for good (or less good) research can be challenging for people who haven’t had the opportunity to take a graduate level methods course.

How can you be sure that the research you’re using or sponsoring is giving you the insight you need to make good decisions? How can you protect your association’s reputation as a trusted source of unbiased information for the profession or industry you serve?

In the latest Spark collaborative whitepaper, Caveat Emptor: Becoming a Responsible Consumer of Research, Polly Karpowicz, CAE and I tackle the sometimes thorny issue of what you need to know to be a savvy consumer and sponsor of research even if you DON’T have a formal background in research methods or much formal training (which, let’s be honest, most of us don’t).

The whitepaper also includes:

  • An interview with Dr. Sharon E. Moss, co-editor (with Sarah C. Slater) of The Informed Association: A Practical Guide to Using Research for Results, on ethical practices in research.
  • An interview with Dr. Joyce E. A. Russell, The Helen and William O’Toole Dean at Villanova School of Business, on developing discernment in assessing research.
  • An interview with Jeff Tenenbaum, Managing Partner at Tenenbaum Law Group PLLC, on avoiding antitrust liability.
  • Case studies with the American Association of Colleges of Pharmacy, the Association of American Medical Colleges, the Casualty Actuarial Society, and IEEE.
  • A plain English review of key research terms, and a brief explanation of the rules of formal logic (and how they affect research work).
  • Recommendations for books, articles, websites, podcasts, and courses you can use to improve your research skills.
  • A series of thought questions for you to use to spark discussion with your team.
  • An extensive list of resources in case you want to dig deeper on any of the topics addressed.

I’ll be blogging about the whitepaper more in the coming days, highlighting some of our major findings, but in the meantime I invite you to download your free copy at https://bit.ly/3SYJiAO – we don’t collect any data on you to get it, and you won’t end up on some mailing list you didn’t ask for. We just use the bit.ly as an easy mechanism to count the number of times it’s been downloaded.

And don’t forget to check out some of the other FREE Spark collaborative whitepapers, too, on topics ranging from content curation to digital transformation, blockchain, DEI, lean startup, member-centric engagement, and more!

Formality Is Not Always Good

Posted on | by Elizabeth Weaver Engel, CAE | 1 Comment on Formality Is Not Always Good
Formality Is Not Always Good

Associations tend to default to a formal tone in communications. It feels safe. It can be hard to nail being appropriately funny, and no one ever got in trouble for being excessively formal, right?

Well, no.

A colleague recently shared some “tips” that had been sent to presenters for an association virtual event by the virtual event provider. The goal appears to have been to help the presenters look and sound good, and at least some of the points they made were useful ones about lighting and keeping your energy up and reducing distractions. All valid.

The problem was the tone. In an effort to sound “professional,” the vendor sounded condescending.

Further, as any Black woman can tell you, “look professional” has often been weaponized in racist ways to criticize hairstyles that are protective for natural hair and to “other” anyone who isn’t a cis white man. Also, “ladies, wear makeup.” C’mon, man!

The backlash caused a large problem in a small organization, with at least one board member resigning, people pulling papers from the event, and calls to stage a competing crowd-sourced event on Zoom.

What if they’d made the same points with a little lightness of tone?

For example: “Unless you’re going for an ‘I’m in the witness protection program’ vibe, make sure your lighting is coming from in front of you (not overhead or behind).”

Or: “It can be hard to keep your energy up in an empty room. Maybe invite your pet to be your audience?”

Or even just a simple: “We’ve all been in the situation of thinking something was out of camera range when it wasn’t. Remember to do a visual check before presenting to make sure all appears as you’d like it to.”

Or, even better: “We know a lot of you now have a lot of experience with presenting in a virtual environment. Share your tips to help your fellow presenters have a good experience at….”

In short (something I write and talk about a lot): be a real person with your members, not Business Writing 101 Bot.

Photo by Scott Webb on Unsplash

Open Letter to ASAE

Posted on | by Elizabeth Weaver Engel, CAE | 2 Comments on Open Letter to ASAE

Monday, January 11, 2021

Susan Robertson, CAE, President and CEO, ASAE: The Center for Association Leadership

Stephen J. Caldeira, Chair of the Board, ASAE: The Center for Association Leadership

 

Finally, a line has been crossed and associations are standing up to say “enough.”

Many of us in the association community have watched in dismay in the past four years as the Trump administration violated civil rights, our democratic norms, and human decency, and our community, too often, was silent. Among the Trump administration’s many violations: 

  • Implementing draconian measures to block travel by Muslims, including US green card holders, to the United States.
  • Forcibly separating undocumented immigrant children from their parents, 545 of whom still have yet to be reunited with their families.
  • Ordering members of the National Guard and other law enforcement personnel to attack peaceful protestors in front of The White House who were speaking out against racially-driven police brutality and affirming that Black Lives Matter in order to stage a photo op.
  • Denying science and willfully mismanaging the response to a global pandemic that has resulted in the death of more than 365,000 Americans, a number that increases daily.

Finally, when Donald Trump incited his radical right wing supporters to attempt to overthrow the results of the November election and encouraged them to commit acts of domestic terrorism against our own government by attacking the United States Capitol, associations spoke out strongly.

The National Association of Manufacturers called immediately for Donald Trump’s removal from office via the 25th Amendment to our Constitution.

They were quickly followed by others, as reported by Politico: 

  • The Business Roundtable noted that the attempted insurrection “makes clear that elected officials’ perpetuation of the fiction of a fraudulent 2020 presidential election is not only reprehensible, but also a danger to our democracy, our society and our economy.” 
  • North America’s Building Trades Unions President Sean McGarvey demanded Trump either resign or be removed via the 25th Amendment, along with Republican lawmakers who objected to certification, singling out Sens. Ted Cruz and Josh Hawley by name. 
  • Jim Nussle, leader of the Credit Union National Association and a former Republican Member of Congress, announced that he is leaving the GOP, “outraged and devastated by the actions of too many elected Republicans (some I know and served with) and supporters.” 

Mike Sommers, President of American Petroleum Institute, when asked by the Washington Post about Trump’s role, said: “I blame him completely. He has proven himself unworthy of the office of being president.” 

NTEN, the Nonprofit Technology Education Network, immediately sent a letter to members that modeled a proactive problem/solution/support approach, which read in part: 

“President Trump incited an angry mob as part of his ongoing attempt to undo President-elect Biden’s election. NTEN supports the calls for the House of Representatives to impeach President Trump. We also support calls for the Cabinet to invoke the 25th Amendment and remove him from office immediately.

Meanwhile, our immediate challenges continue to need our combined efforts. Even during a coup, nonprofits across the U.S. are providing community members with food, shelter, and health care. It’s alright to feel exhausted and overwhelmed. But you’re not alone in the struggle. We see you. We support you. And we’re here with you.”

In contrast, on Thursday, January 7, 2021, ASAE released, via tweet and an unsigned email to members, a weak and equivocal statement that condemned the “breach by rioters” but refused to name them, call out who was responsible, or take any position on a solution. 

To quote Washington, DC Ward 6 Council member Charles Allen: “This was not a protest; this was a violent act against our country. It was terrorism, period… [we] will not be safer unless we tell the truth of this moment and name those who foment or perpetuate racial and anti-Semitic terror and white supremacy. This requires collective and individual accountability.” 

It appears that ASAE is trying to skip directly to reconciliation without first doing the hard work of acknowledging who is responsible – Donald Trump, his many enablers in the Republican party and right-wing media, and his supporters – and taking active steps to create restorative justice. 

What would requiring accountability look like? 

To quote ASAE’s Diversity and Inclusion statement: 

“Building on our 30-year D+I commitment, we are especially concerned with creating space for the difficult conversations, hearing the voices least heard, and providing leadership where it is needed in governance and operations.”

If, even in the wake of the shameful white terrorist insurrection that took place in its own backyard, ASAE is not willing to publicly engage those difficult conversations and provide leadership by taking  substantial and significant action to support racial justice, claiming a commitment to diversity and inclusion is meaningless. 

The path to restorative justice is neither easy nor fast and must engage many more members of the association community than the authors and co-signers of this letter.

One concrete action ASAE could take immediately would be to pledge that APAC will not now or in the future contribute to any candidate or incumbent who supported Donald Trump’s attempt to overturn the results of the election, whether through signing on to the Supreme Court amicus brief, speaking against election certification on the floor of the House or Senate, or voting against certifying any state’s electoral college votes. 

We call on ASAE and our friends and colleagues in the association community to do the hard work of bending the arc of the moral universe towards justice.

 

Elizabeth Weaver Engel, MA, CAE, Chief Strategist, Spark Consulting

Barbara J. Armentrout, CAE

Joan L. Eisenstodt, Chief Strategist, Eisenstodt Associates, LLC, and Past Chair, ASAE Ethics Committee

Dina Lewis, CAE, President, Distilled Logic, LLC, and Member, ASAE Communication Professionals Advisory Council

Sherry A. Marts, Ph.D., President and CEO, S*Marts Consulting LLC

Maggie McGary,CEO & Chief Strategist at McGary Associates

45 additional ASAE member association executives signed onto the letter between January 11-31, 2021. The letter was formally sent to Ms. Robertson and Mr. Calderia on Tuesday, February 2, 2021. If and when ASAE responds, I will update this post.

ASAE responded on Monday, February 8, 2021. You can read a PDF of their letter here: ASAE Response to Feb. 2 Open Letter.

 

Three Challenges – Three Opportunities

Posted on | by Elizabeth Weaver Engel, CAE
child standing at the foot long staircase - possibly at Mosque of Hasan II in Casablanca, Morocco

As we look to 2021, I see three main membership challenges for associations:

  1. Remember that membership is a lagging indicator. Per Marketing General’s annual Membership Marketing Benchmarking Report, the Q4 2007 economic crash didn’t fully show up in association metrics until 2009. As hard as this is to hear, given what’s happened in associations this year (canceled meetings, revenue down, staff layoffs), it’s unlikely we’ve seen the bottom yet, and it’s likely we won’t see it for another 12-18 months. Ouch, I know.
  2. Despite the good results on the vaccine trials for Pfizer, Moderna, and AstraZeneca, this long period of extreme uncertainty is far from over. For instance, we’re still not sure when we’ll all be able to travel again and really can’t even predict yet. This impacts association meetings, which in turn impacts everything most associations do because the conference often provides 30-50% of annual revenue.
  3. What you did yesterday won’t work today. Your members, customers, and the entire industry/profession community your association serves need you now in ways they don’t when everything’s fine, and what they need from you today, the challenges they’re facing, the goals they’re trying to achieve, are vastly different than they were a year ago. They’re different than what they were A MONTH AGO.

I also see three related opportunities:

  1. Don’t sleep on what’s going on with your members. Now is the time to be on the phone with them asking about what’s going on with them and paying attention to trends in your profession or industry. This is particularly important since we’ve lost opportunities to have the type of casual, in-person conversations we normally have at in-person events, trainings, board meetings, chapter events, committee meetings, etc. this year. Don’t assume you know, and don’t assume your board members’ experiences are typical of your entire membership base. You have the chance to become more than a “nice to have” – you can become a vital partner in their success. Don’t miss it.
  2. You need contingency plans. Back to the example of an annual conference, unlike six months ago, there are success stories on going virtual. The BEST CASE is your meeting will have to be a hybrid event if it’s due to occur any time before Q3 2021 (the best estimates right now are that it will take at least that long before enough people have been vaccinated to achieve reasonable herd immunity) and even then, some significant percentage of people will likely still be unwilling to travel. So plan for that NOW, not in six months when your registration is lagging.
  3. Now is the time to try something new or different. I’m going to keep using the conference example, where many associations that were forced to pivot suddenly to having a virtual event saw attendance grow and new segments of their members and other audiences participating who had been unable to participate in an in-person event in the past (travel and time away are much bigger “costs” than registration). Don’t lose what you learned there about including that audience and what they’re looking for when you can resume in-person events. We’re all having to do everything differently anyway, so if you have an underperforming program you’ve wanted to end or something you’ve wanted to experiment with, now’s your chance.

What trends do you see impacting membership, or associations more broadly, in 2021? What opportunities will they provide?

Photo by Jukan Tateisi on Unsplash