Innovate the Lean Way

“There’s no bigger waste than investing resources working on the wrong thing.”

Guillermo Ortiz de Zárate, Director, Information Systems, National Council of Architectural Registration Boards (NCARB)

Given associations’ tight resources, we can’t afford to waste time pursuing the wrong thing. Lean startup methodology (as opposed to lean six-sigma) has taken the business world by storm in the last several years, with businesses of all sizes and life stages experiencing success following its principles of building the minimum viable product, measuring what happens, and learning whether to proceed, stop, or pivot.

I’m excited to share that the newest Spark whitepaper is launching NEXT week. It’s co-authored with Guillermo Ortiz de Zárate and it applies lean startup methodology in the association sphere. Our position is that the keys to lean startup methodology – the Business Model Canvas, the Build-Measure-Learn cycle, the Minimum Viable Product (MVP), and the Pivot – are just as valuable and useful to associations as to the tech startups where the concepts originated. We think this same process can be used successfully by associations, and we have the case studies to back it up!

We’ll be launching the whitepaper with a FREE webinar Wednesday, October 21 at noon ET as part of the YourMemebrship.com Thought Leader Series. Join us to learn how you can apply this technique in your own organization to eliminate waste, validate your learning, and innovate faster and more successfully.

Oh – and check back here next week to download the actual whitepaper (also free).

Recapping the Outside-In Engagement #Assnchat

Anna Caraveli (The Demand Networks) and I had the opportunity to guest moderate #assnchat on Tuesday, July 14, with discussion focused around the issues we raise in our new whitepaper, Leading Engagement from the Outside-In (download your free copy at http://bit.ly/1GPNUM6).

In case you missed it, here’s a recap of the high points of the conversation.

Q1 How do you currently learn about your audiences? How do you share that knowledge internally?

People up brought up a lot of the usual suspects: demographic data collection, emails, calls, surveys, focus groups, online profiles/subscriptions, and event evaluations.

Partners in Association Management had a great response:

Q2 How are you capturing and sharing learning from less formal interactions?

Brandon Robinson asked:

We all agreed that it did, and Lowell Apelbaum added:

Partners in Association Management also keeps something they call “back pocket lists”: good ideas that couldn’t be implemented at the time someone came up with them that they reserve for a more suitable time.

Q3 What do you know about the outcomes your audiences seek? How are you helping them achieve those outcomes?

This question launched some observations about different generations in the workforce and the association having different goals, with Karen Hansen also pointing out:

We also talked about the whole “what keeps you up at night?” question (which is one of Anna’s favorites), and Lowell Apelbaum observed:

Q4 How do you discover what your audiences really value? How do you use that information?

People had lots of good suggestions here, ranging from pilot programs to trial and error, asking them, tracking behavior, observing what they spread/share/talk about/promote, and Ewald Consulting went kind of Zen Master on us:

That’s deep, man.

 

Q5 How do you facilitate building authentic relationships w your audiences? Between members?

 

Lots of great chatter here, too, but Karen Hansen had a simple, powerful response:

Treat members like human beings?!?! Radical concept!

Q6 How do you develop new products/programs/services? How do you collaborate with members on this?

Lowell (who was really on a roll today) had another great response for this one:

When we got to question 7, we kind of heard crickets:

 

Q7 How do you encourage collaboration between audiences and association? Among members?

 

Opinion was pretty much universal that this is a big struggle for associations. Kait Solomon pointed out:

Q8 How do you currently define engagement? Is your definition adequate/satisfactory?

Where Kait also observed that “engagement” has become a buzzword, and I quoted Ed Bennett, who recently pointed out that if there’s no ring involved, we probably need to stop talking about engagement and focus on what we really mean: conversation, talking, listening, relationship.

Q9 What do you do with members once you engage them? What’s the next step/goal?

I’m going back to Lowell again:

Our final question, which is the challenge I’m going to leave you with, too was:

Q10 What is one action you could take today to start your association on the path to outside-in engagement?

Not sure how to answer that? Check out the whitepaper at http://bit.ly/1GPNUM6 to get some ideas!

Leading Engagement from the Outside-In

I’m excited to share the launch of the sixth whitepaper in the ongoing Spark whitepaper series, Leading Engagement from the Outside-In: Become an Indispensable Partner in Your Members’ Success.

Co-authored with Anna Caraveli (The Demand Networks), the whitepaper tackles the question: if engagement is so critical to associations (and we would argue that it is), why aren’t we doing a better job of it?

Of course, associations have always been “about” engagement, and in the past several years, we’ve had a renewed focus on engaging our members and other audiences. The thing is, most of us aren’t really doing it well. Could that be because we’ve been thinking about engagement all wrong, focusing on what we want members to do and how we define value? Leading Engagement from the Outside-In describes a radical shift in our understanding of engagement, one based on an approach that encourages us to view the world from our audiences’ perspective, focus on the outcomes they want to achieve, build authentic relationships, and harness the power of collaboration to co-create the value our organizations provide.

Speaking of, I’ll be blogging more about the whitepaper in the coming days, but in the meantime, pick up your free copy at http://bit.ly/1GPNUM6, no divulging of information about yourself required.

Don’t forget to check out the other FREE Spark whitepapers, too:

 

The Mission Driven Volunteer Rides Again!

Earlier this month, Mission Driven Volunteer co-author Peggy Hoffman and I had the opportunity to present about our research on this topic for Wild Apricot. As is often the case with webinars, we weren’t able to get to all the questions during the Q&A. So we’re answering them now.

What do I do about volunteers who are invested in the old way of doing things (standing committees, hierarchy, “paying your dues” before you can get involved, etc.) and don’t want to change?

PH: Start outside the system. That is look for places where you haven’t used volunteers to try new ways. Create a writers’ pool to invite members who are willing to comment on and contribute to your publications by responding to questions and inquiries on a monthly email distribution list. Or if you don’t already have a young professionals (or other targeted audience) group or committee, use the opportunity to set up a task force to assemble recommendations.

EE: See if you can get them to agree to an experiment. Pick one small task of the committee and involve ad hoc/micro volunteers in getting it done. Even better? Actively reach out to younger members for those ad hoc/micro tasks. Most associations are eager to bring more young members into the volunteer fold. Assuming it works well – which it likely will – pick another small task, same process. Nothing convinces like demonstrated success!

How do I get volunteers to follow through on their commitments?

EE: That is maybe the most intractable problem in volunteer management. We’re all familiar with the 80-20 rule (or perhaps it should be the 20-80 rule): 20% of the people end up doing 80% of the work. That’s exacerbated when, as with volunteers, there’s no real “stick” you can wield if people don’t follow through.

But Peggy and I feel that’s one of the biggest strengths of the mission-driven model. By increasing the number of small commitment volunteer opportunities and decreasing the number of large commitment jobs, you naturally work your volunteers through a ladder of engagement, with different volunteers electing to stop on different rungs. Because there are so many small-scale opportunities, people who want to contribute don’t end up accidentally taking on a role that’s too consuming for them, and the association has ample low-risk opportunities to see who does and doesn’t follow through, which helps you do more efficient and effective succession planning for those large commitment roles.

PH: And stop recognizing individuals who don’t follow through. One of the biggest mistakes we make in volunteer management is often overlooked but has huge unintentional consequences. By routinely thanking and acknowledging everyone on the committee equally we send the message that “sitting” on the committee is all they have to do.

How do I balance mission/big vision and the practical things we need to do to keep the doors open (like make sure we have a positive revenue flow)?

PH: Assuming you are talking about getting volunteers to do the operational work, tie even these “licking the stamp” jobs to the larger picture. For example, we have a tough time getting a treasurer for our small board because it’s a heavy lift in many ways. We had much more success when we talk about helping the organization use member and donor money effectively to meet member needs and drive the organization to success.

EE: Also, the two shouldn’t be incompatible. But it’s important to remember what’s the means and what’s the goal. Your mission is your association’s goal. A positive revenue flow is a means to that end, but it is not the end in itself, which is one of the things that ostensibly distinguishes us from the for-profit sector. If you feel like or experience that what you need to do to bring in revenue is incompatible with your mission, it’s probably time for your Board and senior leadership to do some serious soul-searching about why your organization exists and what you’re trying to accomplish.

Our association has more than one mission. How do we orient our volunteer opportunities appropriately?

EE: Despite our often-extensive lists of benefits, members generally join for one or at the most two reasons. This presents an opportunity for you to learn what your members really value, based on what they actually sign up to help with, and then to target mission-based opportunities to the specific members who, by their behavior, demonstrate that they’re particularly concerned about that specific aspect of your mission. And if you discover, based on observing behavior, that one aspect of your mission just isn’t resonating, that’s probably a clue that it’s time to re-examine that item.

Having a “volunteer coordinator” seems like a great idea. Is this a position that has to be filled by a staff member, or could it be filled by a volunteer? How would that work?

PH: Yes, the volunteer coordinator can certainly be a volunteer. It’s not an ad-hoc position obviously, so you do need a volunteer who’s willing to take on a big job. There are a couple of ways to handle this which I shared in a recent blog post. If you have a solo position, the person essentially operates as the match maker. They work with each program area (aka committee or project team) to identify volunteer positions. They interview members on interest areas and then forward names of possible volunteers to committees and teams for follow-up. Another strategy is to tie the volunteer coordinator to the member welcome or engagement team. So as your welcome team meets and greets members they essentially do the intake activity which is feed into the system.

Should we propose ad hoc/micro volunteering projects ourselves, solicit them from member volunteers, both, something else…?

EE: YES! That’s one of the key points of the National Fluid Power Association case study in the whitepaper: good ideas can come from – and should be solicited from – anywhere. To quote the charming children’s movie Ratatouille: “Not everyone can become a great artist, but a great artist can come from anywhere.” One of the best things about involving large numbers of your members actively in the work of the association is that it creates a culture in which it’s permissible for anyone to have a good idea.

PH: And Yes! It is a little like the chicken and egg question as you get started in opening up volunteering. You have to show members the possibilities and encourage members to offer ideas. So steal ideas to get started (here’s a list). Consider asking a group of members to get together and draw up a list of neat ideas.

We like the Mission Driven Volunteer concepts, but do you have any specific tips for implementing them in a really small staff association? An all-volunteer association? An association that has a really small pool of members to draw from?

PH: Think small. And focus on catching members on their way – that is ask them to help on something they are already participating in. For our monthly events, we started simply by sending an email accompanied by a list of small on-site jobs to all who registered for the event with the message that we needed a few helping hands at the event and since they were already coming could they help. To put together our social media pool, we pinged a few active members on social media and asked them to be part of a pool for six months. Tapping a volunteer coordinator to manage the effort is a great way to relieve staff of the primary duty. Finally, the main concept is to focus volunteer activity on mission – so you might want to simply start by having your volunteers rate their experience and tell you what will make it better.

If you are starting with a small pool of members, you might want to really focus on adhoc or task volunteering so you don’t tie up members on long-term commitments. And look for ways to involve people outside your membership. If you are a cultural group for example, there may be educators or students who aren’t members but could help the association.

We’re a mostly traditional association when it comes to volunteer structure, but we’re intrigued. How do we start moving down this road?

EE: I’m going to go back to my first response and urge you to start small, with a single experiment. Learn, succeed (hopefully), grow, gather supporters, continue to iterate. Change doesn’t come overnight, but it does come, if you are persistent.

PH: And read the Maryland CPA case study … they started with asking questions and then made changes slowly.

Listen to the full webinar:

Five Tips for Success with Ad Hoc Volunteers

Thanks to ASAE’s 2008 Decision to Volunteer study, we know that our members are eager to volunteer. But thanks to generational trends and research, we know that our volunteers are looking for different volunteer experiences, more of the ad hoc or micro-volunteering type.

When you’re used to working mostly with standing committees, though, it can be tough to figure out how to create good ad hoc volunteer work. The top five tips to success are:

  1. Make a specific ask. Bad: “We need some articles for upcoming association enewsletters. Contact (generic email address) if you’d like to be considered.” Good: “Mary, you’ve demonstrated expertise in (specific topic). That’s the theme of our upcoming December issue of Association News Monthly. Would you be willing to write a short piece on that topic for us? Thanks, (your name)”
  2. Provide clear instructions. Let’s assume Mary says yes. You should immediately let her know how long you want the piece to be and when it’s due. Tell her who she’ll be working with in case she has questions. Let her know if you’re after a particular editorial “tone” (more or less formal, first person/third person, case study, secondary research review, etc.). Ask her if she has a particular angle or question she wants to address, and be ready to suggest some if her answer is “no.”
  3. Provide a defined timeframe. Micro-volunteers need to know not only when things are due, but also approximately how much time it’s going to take. Before they commit, they want to know: is this 15 minutes? An afternoon? A few weeks? A few months? And don’t assume that just because Bob picks a 15 minute task this time, that’s all he’ll ever want to do. Next time, he might be up for a task force that will stretch over a few months. Or vice versa.
  4. Recognize! You probably do a pretty good job of recognizing and thanking your Board members and standing committee members. Micro-volunteers want to be recognized, too. You probably don’t need to parade them all across the stage at your annual meeting (if you’re doing a good job of engaging people, that could take FOREVER), but you need to find ways that are meaningful to them to shine a little light on them and thank them.
  5. Mission. I probably should have started here, because this is the most important tip for success. Even small jobs need to clearly relate and contribute to your mission.

Want more? Check out the recent Spark/Mariner Management whitepaper The Mission Driven Volunteer.

Data, Experience and the Scientific Method

From the new Spark whitepaper, Getting to the “Good Stuff”: Evidence-Based Decision Making for Associations, written with Peter Houstle:

So once you’ve got the data, are you all set?

Nope.

Data is a necessary component of making smart, evidence-based decisions, but it is not the only component. Data needs to be supplemented by experience. In fact, neither experience nor data can exist successfully on its own. They come together through the scientific method. Don’t worry – we’re not advocating that you go back to school and earn a graduate degree in physics. We are, however, advocating that you think a little like a scientist.

To learn more about how data and experience can combine to help you make better, faster decisions, download your free copy of the whitepaper at http://bit.ly/1jwXcDX.

Big Data = Big Opportunity

From the new Spark whitepaper, Getting to the “Good Stuff”: Evidence-Based Decision Making for Associations, written with Peter Houstle:

Ultimately, Big Data supports innovation and allows us to do predictive marketing.

Why is that? With Big Data:

  • More data is easily available to relevant stakeholders
  • Accurate data helps you experiment in an organized way
  • Detailed data allows you to segment and target offers appropriately
  • Continuous data about the performance of your existing offerings provides insight so you can create new and better offerings

Want more? Download your free copy at http://bit.ly/1jwXcDX.

Evidence-Based Decision Making for Associations

I’m excited to share the launch of the fifth whitepaper in the ongoing Spark whitepaper series, Getting to the “Good Stuff”: Evidence-Based Decision Making for Associations

Co-authored with Peter Houstle (Mariner Management), the whitepaper tackles the question: how can associations use data to start asking meaningful, mission-driven questions and to inform our decision-making processes around them?

Big Data presents a tremendous opportunity for associations, but in order to realize its potential, there are some things you need to know and do. First, your data needs to be reasonably clean and complete. Then you need to look for patterns, and data visualization tools can help with that. Then you need think about the questions those patterns raise and create hypotheses to answer those questions. Then you test your hypotheses, hopefully find strong correlation (since proving cause and effect is rare), and make decisions accordingly. In the course of our research, we did discover a secret sauce to decision making success, but I’ll share more about that later this week.

Speaking of, I’ll be blogging about the contents of the whitepaper all week, but in the meantime, pick up your free copy at http://bit.ly/1jwXcDX, no divulging of information about yourself required.

Don’t forget to check out the other FREE Spark whitepapers, too:

Strategy, Risk, and Implementation

Final day of whitepaper release week!

From the new Spark whitepaper, Risk: The Missing Link Connecting Strategy to Implementation, co-authored with Jamie Notter (JamieNotter.com) and Leslie White (Croydon Consulting):

Having…conversations around risk and opportunity is not necessarily easy, but it’s becoming increasingly important in today’s complex, mutable, fast-paced environment. You need people at all levels of your association who can analyze and make key decisions that are in line with your strategic direction, and that means they need the skills and tools to quickly get beneath the surface conclusions that create conflicts in order to resolve them, decide, and act.

You do that by:

  • Asking better questions
  • Bringing assumptions to the surface
  • Agreeing to disagree
  • Focusing on the decision

You can find out more about how to do that by downloading the free whitepaper at http://bit.ly/MJ5oo8.

Additionally, Jamie, Leslie, and I offer training for senior teams to help you develop the skills to make better decisions faster. You can find out more on the Spark Services | Training page.

 

Risk, Strategy, Conflict, and Consensus

Whitepaper release week continues!

From the new Spark whitepaper, Risk: The Missing Link Connecting Strategy to Implementation, co-authored with Jamie Notter (JamieNotter.com) and Leslie White (Croydon Consulting):

Strategy and risk are about choosing to do certain things and, sometimes more importantly, not to do certain things. Conversations about these choices are difficult because your organization naturally has a range of overlapping concerns and interests, typically represented by specific groups of people, maybe a department or a membership segment. When you have different groups representing different interests, it often leads to conflict. And most organizations don’t handle their conflict well.

Get the full whitepaper (for free, no personal information required) at http://bit.ly/MJ5oo8.