Archive for the ‘Boards’ Category

Strategic Investments

August 6, 2012

The association I work with, the Association of Water Technologies, has had the good fortune of having strong and growing reserves, even in a weak economy.  Fears about a stagnant economy had the Board nervous using funds in the reserve.  And, because of a very conservative investment policy, like many groups, we were seeing very little return on our investments. Our conservative approach, which made sense when we were solely focused on growing the reserve, was outdated as we began to look at the reserve as a way to fund big projects.

With some research through ASAE and with the advice of our investment advisor, we developed a comprehensive reserve and investment strategy.  The policy is aimed at safeguarding funds, providing funding for big projects, and allowing us more aggressive investment options for a limited amount of the reserve.

At our last Board meeting, we approved the policy, which designates funds into four categories – operating funds (2 months of expenses), intermediate funds (4 months of expenses), program development funds and long-term funds. Each fund has its own objective, maximum target amount and investment options, and some require a replenishment plan if money is used from the fund.

This new policy has allowed us to be very strategic in how we manage our reserve and how we re-invest in the Association through new projects.

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Advocacy on a Shoestring

July 2, 2012

Advocacy, both in terms of representing the interests of our members and in terms of promoting our members and our industry is becoming increasingly important for my association, the Association of Water Technologies (AWT).

Recently, more and more, we have found ourselves responding to various new standards within our industry.  Some of them we agreed with and supported, others we disagreed with, and others, still, we couldn’t take a stand because there wasn’t consensus among the members.  This rash of activity raised our awareness, though.  Initially, we had members and past leaders asking AWT to develop standards of our own to respond to, or counter, these new initiatives.

In analyzing how many resources it would take, both in human and financial capital, to develop a standard of our own, it seemed out of our budget.  Wanting to be strategic in our decision, we created a Task Force to do two things; to do a gap analysis and determine if/where there was a need for a standard that AWT could fill, and to determine if AWT had the human capital available to develop standards in a timely manner.  In the end, the Task Force recommended to the Board that instead of developing our own standards, we partner with a group that already does, as they have the organizational capacity in place.

The other way in which AWT is playing an advocacy role is in promoting our members and industry to our members’ customers.   So, we are working to educate facility managers on how our members can help them be successful.  And we are providing those facility managers with useful tips and information on various aspects of water treatment.

We are also developing educational material for building owners, operators and engineers on how to save money and resources in their operations.  Ours is a niche market that is complex to explain.  Many building operators believe the best and only way to save water (and thus money) is to install low-flow equipment (toilets, sinks).  In fact, there is greater savings to be had with the cooling systems – that’s a harder sell!  Thankfully, we have great members who are helping us develop educational training material that easily explains the technicalities.

So, while we’re a small organization financially, we have found successful methods to give us a bigger voice for our members and industry.

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Being Strategic About Education

June 5, 2012

Suddenly, the association I work with, the Association of Water Technologies (AWT), found itself with many educational offerings that we provide – or hope to provide – the members.  A good problem, for sure, but one that the Board must now be strategic in thinking about.

We started out with just the educational programming at the Annual Convention.  From there, we added a Technical Training Seminar, and shortly after, a Sales Training Seminar.  This past year we expanded our basic training from one day to three days.  In between we added online training, as well as complimentary webinars.  Now, we are in the process of developing a certificate program and the training associated with that.  At the same time, new trends in the industry and emerging technologies are having us consider three additional courses.  It’s a lot!  But, since we are currently developing new curriculum, it gave us the perfect opportunity to look at all of our offerings.

Our first consideration is the purpose of each educational course.  What is the best way to deliver the content?  Then we think about the content itself.  Is this something that is fairly static information that won’t change often or is it an evolving subject that will need to be updated frequently?  Then we consider our target audience.  Are these people who can be away from the office or do their jobs not allow them to travel?

One of the other aspects we are considering is the fact that everyone learns differently.  Also, since we already have a certification program, we have a need for various methods of earning CEUs so those certified individuals have many recertification options.

The Board will have a strategic conversation on this topic at their next Board meeting.  It will be exciting to then develop our new educational offerings within this well thought-out framework.

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Managing Volunteer Expectations

March 27, 2012

As association professionals, we have all dealt with the issue of volunteers coming up with too many great ideas. The challenge arises when you have to balance these good ideas and the energy surrounding them with the association resources and budget.

My association, the Association of Water Technologies (AWT), has a very active committee structure. My members enjoy giving back to AWT and come up with some great projects and ideas for AWT to pursue.

Sometimes, though, volunteer expectations and the reality of the budget, time constraints, priorities of the Board or Association resources, don’t mesh. A committee might have a great idea that does not fit with the strategic goals they and the Board set. Or, it may simply not fit into the budget.

We want to encourage creativity from our volunteers. We want to keep them engaged and don’t want to stifle energy. At the same time, we have to keep the vision, mission and goals of the association in mind and also balance the resources. And often, the volunteers are only focused on their committee or project and are not aware of the larger picture or budget.

As staff, we have to manage the volunteers’ expectations. If a Committee is asking for, or asking to do, something that I know will not work or is not a priority of the Board, I explain that to them. But if it is just a matter of misplaced priorities or a lack of resources, instead of outright saying no, I first ask some questions to help them prioritize their idea within the framework of the current projects they are working on. If they still feel their new idea is something we should pursue, I give them some options – either alternatives to their idea, a timeline for when we might look into their idea again, or the opportunity to bring the idea to the Board.

This approach allows staff and the Board to be responsible with the association’s resources and budget. And, it lessens volunteer frustration, while also giving them control over their projects.

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Leadership Development

December 29, 2011

In a few weeks I’ll go with my Board President and President-Elect to the ASAE CEO Symposium.  It’s a great way for us to start our leadership year together.  It gives us a chance, during the two-day seminar, to focus on how we hope to work with one another as a team and with the rest of the Board.  And, everyone benefits from attending – I refresh on best practices; my volunteers learn more about their role; and together, my leaders and I develop greater trust and a truer partnership.

I’ve been very lucky in that my Board sees the value in this program and commits the funds for three of us to attend this, or a similar program, each year.  What I value most is the time outside of the Boardroom or at an Association of Water Technologies (AWT) meeting, where I can bring up sometimes difficult conversations, be it a leadership issue or industry challenge.  Each year is different because at least one of the players change.  But it is exciting to watch a President-Elect the first year and then see the changes that happen the next year when that person is now President.  They tend to be more confident and more strategic-minded.

This is just one way to develop leaders.  Some other things my Board and I are doing are conducting an expanded and enhanced leadership program for all Committee Chairs, Subcommittee Chairs and Related Trade Organization Liaisons.  It’s a meeting of over 30 people where we get to talk about our priorities for the year ahead.  It also gives us time to do some training and development with these key people within AWT.

Something else we enhanced this past year was our New Board Member orientation.  And before we rolled out the new program to the actual new Board Members, we did the entire session with the Board, so they received a great refresher on their duties and responsibilities.

It’s important to remember that for many volunteer leaders this is a new role for them.  They may not be familiar with association practices and may not have the leadership skills required of their position.   As association professionals, it’s our job to give them as much help as we can in making them a success.

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Board Service: For-profit versus Not-for-Profit

April 6, 2011

I spent yesterday afternoon at a dynamic program sponsored by Women in the Boardroom. The two-hour program focused on assisting women who are interested in preparing for board service. While the primary goal of the program is to provide attendees with the tools, resources and networks to serve on for-profit boards, the panel also talked about serving on not-for-profit boards.

The panel included four women who have all served on both for-profit and not-for-profit boards.  Their experience included serving on boards of publicly held companies, privately held companies and not-for-profit boards.  As they reviewed their own personal stories and the lessons learned, I was struck by the overlap between for-profit board service and not-for-profit board service.

My experience in working with, and serving on, not-for-profit boards dovetailed with all of the points the panel covered.

The discussion included the role of being a director; the differences between non-profit, private and public board service; the board selection process; being an effective board member; and positioning yourself for board service. An important point was matching your skill set and credentials to board service.

All four women talked about the time commitment involved in board service. And, all four also talked about the risks and rewards associated with board service.  One panelist also provided insight into exit strategies.

After the program, there was a brief meet and greet. It provided an informative overview of the many talented women who made up the audience and were interested in board service.  It left me wishing for more time and looking forward to next year’s program.

You Can’t Schedule Strategy

April 5, 2010

calendar imageThere was a post not too long ago on the ASAE Executive Management listserve that asked about the ideal schedule for doing strategic planning. The bigger issues, the author suggested, like revisiting mission and vision, should only happen every five years or so, and then smaller things could be tackled on a more frequent basis. One of the issues requiring this schedule was the fact that the volunteer leaders were very busy and could only devote so much time to this work. My comment was brief:

Strategic opportunities and crises are both blissfully unaware of our calendars and how busy our elected leaders are.

You need to change your mission at the precise time you need to change your mission.

The question isn’t how often you talk about it. The questions is how would you even know that your mission is no longer cutting it?

There are parts of a strategy process that can be scheduled, but understanding the core value you deliver to members, customers, or clients has to be continuous, because it is constantly evolving. And it’s not just understanding the value you delivered yesterday, it’s also figuring out what the value will be tomorrow. The fact that this work must happen all the time is precisely why you can NOT limit it only to the elected leaders or the top of the org chart. Big decisions can be centralized, but deepening our understanding of strategic value must happen everywhere, or we’ll end up missing opportunities.

We should change our organizational habits in ways that more information to flow to all parts of our system about what is valuable, what is working, and why. We can still make strategic choices and implement programs based on a plan, but questions of strategic value need to be addressed as we choose, do, and, learn, rather than at the beginning or end of an x-year cycle.

Over-communicating: The Art of Saying Things and Then Saying Them Again

February 9, 2010

Yes, the title of this post is redundant, but this is my leadership lesson of the week: over-communicating. I learned this one eons ago, and it has been passed down by probably every guru that has ever guru’d. Tell them what you’re going to tell them, then tell them, then tell them what you told them.

But when I get neck deep in the work, I forget it. I send the emails out, or we have the Board meeting, or I have the conversation, and then it’s out of my head. I have checked that box. I did my job communicating. I forget that in a week or two I need to send the same message out. I forget that my staff will perform better when I share more information than I think is necessary.

It is particularly important when an association has a decentralized committee structure. A lot happens at the Board level that is assumed to have been communicated down to the Committees. And it was, it just wasn’t communicated enough. We need to remind our leaders (both staff and volunteer) that when you get to the top positions, the decision-making responsibilities are often dwarfed by the communication responsibilities.

Then we should tell them that again.

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.


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