chapter collaboration - national & chapters are not on different planets
TRANSCRIPT
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
Kyle Bazzy586.480.6419 (cell)
[email protected]://www.linkedin.com/in/kylebazzy
Chapter tools & technology assessment
AMA: Ask Me Anything