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.

How Does Risk Relate to Strategy?

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):

Risk management is an intrinsic part of strategic thinking. When considering a strategy, you must first determine whether that strategy aligns with your risk appetite…The biggest challenge associations face in establishing a culture of strategic risk management is to get people comfortable thinking and talking about what could go wrong—or right—on the way to realizing your excellent new ideas. The key is to match your risk exposure to your risk appetite, while not undervaluing potential lost opportunity.

Like what you read? Want more? Download your free copy at http://bit.ly/MJ5oo8.

Why Does Risk Matter?

From the new Spark whitepaper, Risk: The Missing Link Connecting Strategy to Implementation, written with Jamie Notter and Leslie White:

The risk management process involves the continuous identification, assessment, prioritization, and selection of risk management techniques; implementation; and monitoring of outcomes.

But what if the board and senior team members don’t all agree on what the risk is, how likely it is, or what impact it might have? What if the decision-makers don’t have the same appetite for risk? What if they don’t accord the potential opportunity the same level of importance? Risk management sounds straightforward in theory, but the effective practice of risk management requires broadening your awareness about uncertainty and risk and integrating this risk awareness directly into your strategic decision- making. You need to define your risk strategy.

Want more? Download your free copy at http://bit.ly/MJ5oo8.

Risk: The Missing Link Connecting Strategy to Implementation

I’m excited to share the launch of the fourth whitepaper in the ongoing Spark whitepaper series, Risk: The Missing Link Connecting Strategy to Implementation.

Co-authored with Jamie Notter (JamieNotter.com) and Leslie White, CPCU, ARM, CIC, CRM, (Croydon Consulting), the whitepaper tackles the question: why do senior teams have so much trouble with strategic decision-making?

Our answer is that a major contributing factor is that they are unable to have good conversations about risk, risk management, risk appetite, and how that all relates to opportunity and opportunity cost, because they avoid conflict and have a mistaken understanding of what constitutes consensus. The whitepaper shares both theory and techniques to help senior teams have better conversations, make more informed choices about risk and opportunity, and ultimately, be more effective in forming and implementing their strategies as a result.

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/MJ5oo8, no divulging of information about yourself required.

And don’t forget to check out the other Spark whitepapers:

Mission Driven Volunteer Q&A

During our February 27 Higher Logic Learning Series webinar on The Mission Driven Volunteer, there were several questions Peggy Hoffman and I didn’t have time to answer. That’s not cool! So we answered them for this blog post.

What is the certification for volunteers at c3 organizations?

PH: It’s the Certification in Volunteer Administration (CVA). Find out more here.

Can you share the MACPA volunteer grid they used to assess their program?

EE: The grid is on page 11 of the whitepaper (get your free copy at bit.ly/13Wwe1F), and I’ve reproduced it below for your convenience.

Grid the Maryland Association of CPAs used to evaluate their volunteer program

 

 

 

 

 

PH: It’s also in the rebuilding the volunteer spirit handouts, which can be found on the Mariner site at bit.ly/1dLyzkm.

Are either of you aware of any new research going on in this area?

EE: I’m guessing you mean “more recent than The Decision to Volunteer” (which came out in 2008)? A number of the studies cited in the whitepaper are of more recent vintage (see page 22, “Additional Resources”). Some of the best sources we found include:

PH: ASAE also conducted a subsequent study based on The Decision to Join in late 2011, and it confirmed a number of critical elements originally reported in DTJ and DTV, namely that younger generations are joining and participating, that members are pro-social, and that they generally prefer adhoc roles. Find out more in ASAE’s resulting book 10 Lessons for Cultivating Member Commitment.

As an aside, Associations Now just reported on the latest CNCS reports that indicate that volunteering is down in 2013. There isn’t clear indication of why, but also remember that this study looks at community volunteering, which is different from association volunteering. We do know that people have less time and more work responsibilities, so it makes sense that volunteering is down and will continue to be until we create accessible volunteering.

Any tips on recruiting for larger commitment volunteering, like authoring a magazine article?

PH: Part of the puzzle lies in the support for volunteers, by which I’m including both “support to get the job done” and “rewards and recognition.” To entice volunteers, make sure they know what resources and help are available, and make sure that volunteer work is celebrated. In this particular case, what support do you offer? How available is your editor? Do you offer a chat with the editor to talk through the potential article? If tracking down annotations or links or securing permissions is needed, can staff assist? How do you recognize authors? Do you have an authors’ reception at an annual meeting or other event? Do you spotlight authors on your website? Can authors reprint without charge? Make the deal sweet and shout it from the rooftops.

EE: What you need is a ladder of engagement. Just like you shouldn’t ask someone to marry you on the first date, so you need to create and deepen your relationship with your volunteers over time. Micro-volunteering and adhoc volunteering are fantastic, low-pressure, low-commitment ways for your volunteers to test the waters. Some may decide that that’s as far as they want to do – you’ll be put in the “friend zone,” to extend our dating metaphor. But some will be eager for additional tasks. They want to keep seeing you. Your job is to create that engagement path that gradually deepens involvement on both sides, until they get to the point that they’re comfortable making a larger commitment to you, and you’re comfortable that they’ll follow through when they do.

A barrier trade associations face is the idea that we have the “right (senior) person” from the company to serve in the volunteer role. Any suggestions for encouraging staff and volunteers to be more inclusive in their thinking and open positions to more junior staff with enthusiasm, interest, and time to contribute?

PH: Sometimes the easiest way to change staff thinking is by immersing them in the new model. So, try getting a few of these junior staffers involved and then show your staff the results. The other strategy is to have the senior staff recommend their junior staff as volunteers.

EE: That’s a tough question, because what you’re really talking about is culture change. I urge you to review the National Fluid Power Association case study on pages 13-15 of the whitepaper. Part of their major charge in changing up their volunteer structure was driven by exactly this: the need to engage people at their member companies beyond the C-suite and to help everyone involved get comfortable with that fact.

We get plenty of people raising their hands to volunteer, but few actually fulfill their commitments. Do you have any advice?

EE: Have you talked to the people who “flake out” to ask what happened? You’re likely to discover a variety of reasons for not fulfilling volunteer commitments. Some are out of your control (the potential volunteer changed jobs or got really busy at her current job, had a baby, had to care for an ill relative, etc.). But some are in your control, and are often related to not properly preparing your volunteer for what she was going to experience. Perhaps the job wasn’t as advertised, or it took more time than advertised, or the volunteer felt that the work she was tasked with wasn’t meaningful, or there are political/interpersonal problems on the committee or task force, etc. You can’t fix the problem if you don’t know what it is, and the only way to find out is to ask.

PH: Elizabeth is dead on … you need to ask. Also, if we’re talking about a critical role, consider adding a step in your process where the volunteer signs an acknowledgement of their job. This helps clarify the job and more firmly commits the volunteer.

Our volunteers mirror our membership, that is, they’re mostly Boomers. How can we get more Gen-Xers and Millennials involved?

EE: As described in the “Generational Differences” section of the whitepaper, you need to construct volunteer opportunities that mesh with their wants, needs, and capabilities. And you need to ask them, and not just via a generic “call for volunteers” email that goes out to your entire membership. If Gen-Xers and Millennials only see Boomers represented among your volunteers, they’re likely to assume that’s all you want and will accommodate. Just as you do for membership, actively and intentionally recruit them for volunteer positions.

PH: The research also tells us that Millennials are inspired by people they relate to who are older, so make sure that you are leveraging the Boomer members: are they available to your younger folks? Are they asking your younger folks to get involved?

Gen-Xers, research tells us, are inspired by entrepreneurial approaches and celebrate individual effort and risk-taking. Can you see those characteristics in your association brand?

We have started to use more high-tech ways of working with our volunteers (webinars, social media, video conferencing), which our younger members like but our more mature volunteers have trouble with. How can we help them?

EE: Research demonstrates that Millennials enjoy cross-mentoring more mature colleagues, particularly around issues related to use of technology. This presents a terrific way to build relationships between the generations, to create micro-volunteering opportunities for your younger volunteers, to allow them to develop the professional skills they seek through volunteerism, and for your Boomer volunteers to learn new skills as wekk.

How do we find out what motivates our volunteers?

EE: I know I sound like a broken record, but you have to ask them, and don’t be shy. Solicit feedback from your volunteers every chance you get and in every way you can think of. Some associations are starting to do annual volunteer satisfaction surveys, and that’s great. But you have so many opportunities to gather more informal feedback. Add it to a conference call agenda, or just chat about it casually while you’re waiting for everyone to join. Ask when you’re at an in person meeting, or when you’re going out for drinks after. Ask when you’re on the phone one-on-one checking in on the progress on the project. Ask via a quick poll. Don’t be afraid to talk to your volunteers about their experiences! How else are you going to learn?

PH: And start earlier with this asking! When a person first joins, find out his hot buttons so you can begin to build the connection between the decision to join and the decision to volunteer immediately.

Can you provide some examples of micro-volunteering?

PH: The easiest way to find these small jobs is to look at your volunteer positions and analyze the tasks. You will find a myriad of jobs that are short-term. A classic example is the publications chair. ASAE turned that on its head by creating the “writers pool,” an email group that helps their editors find story ideas and contacts.

EE: They’re almost limitless. You can ask people to suggest topics for your newsletter, magazine, blog, webinars, or conference, or vote on topics others have suggested, a la sxsw. You can ask people to rate an article or comment on a blog post. You can ask people to post a question or an answer to your LinkedIn group, private community, or listserv. You can ask people to make a personal call to a new member, welcoming her to your association. You can ask people to serve as welcome ambassadors at your chapter events, or as meeting buddies for first-timers at your annual conference. You can ask attendees to share their thoughts at a Town Hall meeting at your next event. You can ask people to take a poll or short survey. You can ask people to share your content through Facebook or Twitter. You can ask them how they’d like to contribute to your association. Truly, you’re only limited by your imagination.

You’ve convinced me. How do I get buy-in from the rest of the staff at my association?

PH: Why not use the whitepaper, as well as The Decision To Volunteer, as discussion starters? Pull together a staff meeting where you ask the question: how can we get more members involved? And show the ROI, namely that just one small activity increases a member’s average net promoter score substantially, from 38% to 44% (10 Lessons for Cultivating Member Commitment). Involvement increases retention; track that in your organization and share the results. Also, use testimonials from staff showing how volunteers helped get the job done.

EE: We’re back to that culture change thing again. One of the best ways to start, though, can be to do a small-scale experiment. For instance, the next time one of your committees comes up with a new project idea, run with it, but with a task force instead. Or ask if you can experiment with a “members welcoming new members” micro-volunteering campaign for six months. Or run a Town Hall meeting at your next conference and use it to create a series of blog posts or webinars. Make sure to document how things go, and share your successes and lessons learned widely at the end of the process. And then move on to your next test, and see if you can convince one more person on your staff to do the same.

Anything we missed? Leave it in the comments, and we’ll get right to it!