Author Archive

Getting to Know Your Client

January 13, 2010

I just got back from a week at one my client’s annual meetings. It’s a big event–1100 people, tons of sessions, four separate Board meetings for me to attend, plus managing staff, committee meetings, and trying to make it to the various receptions, parties and of course those sessions at the bar where all the “real” work gets done.

It’s a lot to juggle, but the bottom line is there is no other way for me to really understand this organization. I’ve read their strategic plan, bylaws, and conference manual. I’ve read the newsletter (okay I haven’t read the Journal; sorry it’s just not my field. But I promise to read it eventually). I read the Board minutes, business meeting minutes, and I even had phone conversations with various Board members. But you don’t really know a client until you see them in action and watch them talking about what really matters to them.

I imagine the same goes for them to some extent. Until they see how I react to them in their context, they’re still guessing about me. They’ve read my resume and maybe even some articles or blog posts I’ve written. But they won’t really know what to do with me until we are able to interact over some time in a context with which they are familiar.

I think we tend to over estimate how well we know the “other” simply by gathering non-experiential information about them.

Board Composition and Answering the Right Questions

December 29, 2009

One of my clients recently asked me to weigh in on what would be the “right” composition of the Board. They are considering adding permanent positions to the Board (via a bylaws change) so that four different publications editors would be Board officers (they currently have two).

So what do you think? Is this “wrong”? I will admit my initial reaction is a wrinkled brow–why would you need all those editors on the Board? Doing the work of the association (publications) and the ultimate decision making authority (the Board) are two different things. Though I know enough about associations to know that there are probably examples in the industry of every “strange” composition you can think of. I’m not sure there is a “best practice” here (not to mention my general issue with the concept of best practice).

So here’s my advice to this client. Make sure you are answering the right question. The question is not how many editors should have voting rights. The question is, what structure will enable the Board to do its job most effectively. Form follows function. You have to decide what the function of your Board truly is, because only then will you be able to determine the appropriate composition. Like much in association management, our current systems, structures, and processes exist simply because that’s how we’ve always done it. That doesn’t mean they are bad, but they might need to be re-examined.

Does your Board set a direction for the organization, or does it manage competing interests of functional units? Does it make strategic choices, or does it manage the implementation of programs. Depending on how you answer these questions, you could compose your Board in a variety of different ways.

Personally, I think most associations would benefit from a strategically focused Board of directors. For this particular client, publications are very important. But I think there are plenty of ways to ensure the strategic importance of publications is reflected in Board decisions–outside of changing the bylaws and adding permanent director positions.

Data is a Double Edged Sword

December 3, 2009

Although I am a fairly intuitive person in general, when it comes to leading associations, I am a big fan of data. I still think intuition is a form of data, but if you use it while ignoring volumes of quantitative data (simply because you don’t want to take the time to gather or analyze those data), I don’t think it will work out well. That’s a recipe for being scattered, following the whims of individual Board Presidents, or being trapped in “we’ve always done it that way.” Bringing hard data into the conversation typically generates better strategic choices.

But the data side of things isn’t so simple, either. At ASAE’s Executive Management Section Council meeting yesterday, ASAE staff reported that according to their research, giving a discount on membership dues was the highest predictor of non-renewal of membership. This makes me think twice about offering discounts on membership. But one of the council members then reported of a trial membership program where they gave away membership for a year (100% discount) but still had 11% renew (by paying the next year). She was pleased with the fact that she got that many new paying members. The ASAE research staff pointed out, however, that within that group 89% did not renew, which was consistent with her research finding.

My point is (and the ASAE staff made basically the same point) that the data by itself can be just as dangerous as the intuition by itself. If you take the statistical correlation that she identified (discounts and non-renewal correlate) and applied it blindly, you wouldn’t give any discounts, and you would miss the opportunity to get those 11% of the trial program as members. The 89% non-renewal rate–in that particular context–is fine.

I love data, but you have to take it through to a complete understanding before it’s really useful.

You are Not Your Target Market

November 17, 2009

As Executive Director of a few associations, I spend a fair amount of time editing marketing copy: brochures, emails, web pages–all designed to be attractive or interesting to my members. Here’s the problem: I’m not one of my members. I’m an association guy. So what appeals to me may not be appealing to my members. Of course we all know this, so we work hard to really know our membership and what they like/want, and we also engage them to help us directly in creating these materials.

But today I saw a brief survey by a marketing guy about what people think bout paid advertising on google searches. Lots of people don’t like it, apparently, and trust is one of the big reasons (I wrote about that on GetMeJamieNotter). Also interesting, however, was the difference in attitude between people who work in marketing and people who don’t. In short, the marketing people think the paid links are more valuable.

While I suppose that’s not surprising, it is an important issue. We just can’t help but like the things we create. And that’s something that deserves our attention as we manage associations. We might like our messages, web sites, emails, flyers, etc. but we are biased. So I constantly remind myself to figure out where to collect actual data related to the impact of the messages we create. It’s not really about whether I like them or even if some of my members like them. The question is, are they producing results.

Scheduling Meetings

October 21, 2009

0787968056.01.TZZZZZZZOne of my favorite books of all time is “Death by Meeting,” by Patrick Lencioni. It’s not just a perfect title–it’s a good book that helped me understand why so many people hate staff meetings (but continue to do staff meetings!).

One of the biggest insights from the book is the idea of “contextual structure.” That is, how you structure, run, and prepare for a meeting depends on its context–it depends on what work is being done at the meeting, or what problem the meeting was designed to solve.

If this week’s tactical decisions need to be made, you don’t necessarily need to go around the room and have everyone talk about all the projects they’ve been working on over the last six months. Some of those projects, while relevant to the individual, may not have any tactical issues that need  the group to solve together, particularly this week. Or maybe, as Lencioni suggests, you can do a “lightning round” first to see if there are any issues that need addressing. Either way, these meetings will probably be brief and to the point.

But if you have a thorny problem that has strategic implications, you might need to set aside two hours, and you probably need at least one person (if not several) to do a bunch of homework and share information electronically before the meeting. The meeting itself might have extended periods of very loosely structured discussion simply because that’s what is needed to solve the problem.

I find, however, that in the office, what we do within our work teams is simply “schedule meetings,” as if all meetings were created equal. In this economy (and maybe in AMCs in general), time is a precious commodity, so if people feel their time is being wasted, it’s a big deal. I think that requires us to be clearer in how we design and schedule “meetings.” Everyone on the team needs to have a better sense of when they will be quick and tactical and when they might be deep and strategic.

Let’s introduce ourselves

September 28, 2009

Beth Palys is President of MSP and as such will cover a variety of angles in her blogging, from the details of managing associations to the big picture of running an association management company.

Jamie Notter is Vice President of Organizational Effectiveness at MSP. He has been blogging about leadership and associations for several years, mostly on the Get Me Jamie Notter blog, previously on the Association Renewal blog, and also now on generational issues at the Hourglass blog. His writing here will cut across all these topics as well as covering some of the unique challenges of managing associations within an AMC context.

Jon Benjamin is Communications Manager at MSP and is our in-house graphic designer. He will be writing about the unique challenges of providing creative services to a wide range of clients at the same time. In addition he will be sharing graphic design and software tips for designers and non-designers alike.

Angela Pike is the Member Services Manager for the Association of Water Technologies and part of MSP’s Member Services team. As such, Angela is responsible for, inter alia, Membership Retention and Promotion, managing a Certification program, fundraising and convention/technical training seminar planning and facilitation. Angela has a particular interest in information and resources that will help in her quest to grow and retain her client’s membership base.

Heidi Zimmerman is an account exec at MSP and is the Executive Director for the Association of Water Technologies (AWT). She will be writing about her experiences working with Boards and volunteer leaders, as well as serving as the head of her client staff team.

…And more to come!

Where Success is the Common Thread

September 28, 2009

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This is the blog from the staff of Management Solutions Plus.  MSP has been managing associations for fifteen years, and with a staff of seventeen great association professionals, we figured it was time to start a blog, share what we’ve been learning, and learn a few new things from our readers. There are tons of great association blogs out there (just look at the blogroll on the right), and we aspire to be worthy of that list, but there aren’t as many Association Management Company (AMC) blogs, so we’re hoping to do our part in building that little piece of the blogging community. Thanks for reading. We invite you to subscribe to our feed and follow along!