chapter collaboration - national & chapters are not on different planets

Chapter Collaboration

National & Chapters Are NOT On Different Planets

ABOUT US

Kyle BazzyDirector of Growth at BillhighwayTechnology that solves real problems for

component-based organizations.Founded in 1999

Chip DealeFASAE, CAE at FEI

VP Membership & Chapter Relations40 years of diversified and in-depth experience as

an association executive

Why We’re Qualified

AGENDA

Why Are You Here?RELATIONSHIPRelationship & trust needs to be improved

COMMUNICATIONCommunication tends to be one-way instead of two-way and collaborative

What are YOU looking to get out of this?

VS

Parent organization has over 500 employees

Budget of $200 million Largest society had

10,000 members

30 staff Budget of $6 million Largest chapter =

600 members

CFA Institute FEI

Trust & RelationshipsTHE CHALLENGE

Trust and relationships are key to success, what makes them so hard?

CFA InstituteTRUST & RELATIONSHIPS

Contentious to Collaborative

TRUST & RELATIONSHIPS

Codifying Relationship

Principles of Affiliation

Volunteer Guiding Principles

TRUST & RELATIONSHIPS

Principles of AffiliationDefines relationship between national & chapter

01

Background02

Principles03

Operating framework04

TRUST & RELATIONSHIPS

Volunteer Guiding Principles

The purpose01

Support02

Core principles03

Standards04

Acknowledgement05

Document expectations06

Be transparent & up front07

FEITRUST & RELATIONSHIPS

Restoring Trust & Relationships

CURRENT FEI STATUS

TRUST & RELATIONSHIPS

Lessons Learned

StructureHaving structure,

systems & plans in place to define

relationships is critical

01 02 03Mutual

agreementHave clear

understandings between both parties

Early bird gets the wormBring chapters into

processes early, not at the tail-end

Communication is a two-way street

Interactions & Communication

THE CHALLENGE

CFA InstituteINTERACTIONS & COMMUNICATION

Presidents Council Representatives (PCRs)

Facilitate collaboration

Ensure effective operations

Liaison between societies in regions:

FEIINTERACTIONS & COMMUNICATION

Surveys

Objectives01

Execution02

3 Question survey03

Chapter perspective integration04

Results show members find more value at chapter level vs. national

of respondents said that chapter/local peer

networking is their primary reason for belonging to FEI

86%

INTERACTIONS & COMMUNICATION

Benchmarking

ObjectivesObjectives of benchmarking

In progressHow is FEI working to

benchmark?

PracticesBest practices

Working GroupsHow do you implement them?What makes them successful?

CONCLUSION

Lessons Learned

SupportSmall chapters need more support than

larger ones due to less volunteers

01Outcome

Internal administration support initiative (internal

AMC)

02Complement

ChaptersNational should complement

chapter activities that members find value in, not

duplicate

03

ANA Collaboration Example

FUN COLLABORATION EXAMPLE

Fit Nurse Friday

Virtual 5k on the Friday after Thanksgiving

All states & members can sign up to run/walk a 5k to support nurses

National provided a toolkit for states

Goal: To increase collaboration & engagement across the entire org

FINISH LINE

Collaboration StoriesDo you have any collaboration projects

you want to share?

• ASAE/Associations Now• Component Relations• Governance Structure• The State of Association Chapters

• Mariner Management• http://marinermanagement.com/resources• Chapter Performance Dashboards• Tech Tools for Chapters

• Marketing General Inc. • http://www.marketinggeneral.com/knowledge-bank/

• People Power Unlimited• http://www.peoplepowerunlimited.com/• Active Chapter Video Series

• Association Success• Transform Culture

• Books:• Transformational Governance: How Boards Achieve Extraordinary Chang

e• Component Relations Handbook: A Guide to Successfully Managing and

Motivating Chapters, Affiliates, and other Member Groups• Membership Essentials: Recruitment, Retention, Roles, Responsibilities,

and Resources, 2nd Edition

• What Makes High-Performing Boards

• Whitepapers• The Association EXEC's Guide to Improving Organizational Performance

Additional Resources

Chip Dealecdeale@financialexecutives.org

https://www.linkedin.com/in/chipdeale973-765-1088

Questions?

Kyle Bazzy586.480.6419 (cell)

Kbazzy@billhighway.comhttps://www.linkedin.com/in/kylebazzy

Chapter tools & technology assessment

AMA: Ask Me Anything