Recruitment, Retention, Selection Development and Retention of Personnel
Components as Drivers of Recruitment, Retention and Engagement
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Transcript of Components as Drivers of Recruitment, Retention and Engagement
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Components as Drivers of Recruitment, Retention, and Engagement
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ABOUT US
Who We Are/Why We’re Qualified
Kyle BazzyDirector of Growth at BillhighwayTechnology that solves real problems for
component-based organizations.Founded in 1999
Dresden FarrandMPA, MPA, CAE at CoSN
Senior Director of Membership and Chapters, CoSN13 years in association/nonprofit management
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AGENDA
Why Are You Here?
Components can be
challenging!
Components are important, don’t
know where to start
Measuring direct impact of
components
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AUDIENCECTOs
ABOUT CoSN
Membership
COMPONENT MODELOriginally12 ChaptersChapters, doubled to 26
MEMBERSHIP Institutional Membership
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TAX CODEUmbrellas under existing 501c3
ABOUT CoSN
State Chapters
OPERATIONSRun by volunteers or employees
INACTIVE1 inactive chapter
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0Budget
THE CHALLENGE
Grow Chapters With…
2Staff People
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THE CHALLENGE
Where to Begin?!
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FRAMEWORK
What makes a good component?
THE FRAMEWORKStructure + Strength + Sustainability = Strong Component
- Bob Harris, CAE – Association Consultant
01 Member experience
02 Sustainability of the model
03 Shared revenue model
04 Willingness to build brand awareness
05 Deliver and invest in products and services
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FRAMEWORK
Structure
01
Why was this important?
Relationship of board & staff
Branding
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FRAMEWORK
Strategy
02
How did you align strategy to the desire outcome? The strategic plan
Promises to members
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FRAMEWORK
Sustainability
03
What was the vision?
Member value and sources of revenue
Growth
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IncreasedRetention
STRONGER CHAPTERS
Stronger Associations
IncreasedMembership
2xDoubled
Membership in 4 States
$300kIncreased
Sponsorship Revenue
38%24% $70kIncrease Product
Sales
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Acquiring New Chapters
ABOUT CoSN
CoSN Focus
Strengthening Chapters
Add Value & Increase Engagement
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NEW CHAPTERS
Acquiring New Chapters50 State Plan
Research Volunteers & Organization
Identify Partners
Focus Groups
01
02
03
04
Potential Prospects & Competition
SWOT Analysis
Assessment Tool to Evaluate Each Chapter
Meet with Potential Partners & Volunteers
05
06
07
08
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RESOURCES
Weak chapters require a lot of
work
ELIMINATE
It’s ok to dissolve a chapter
LESSONS LEARNED
Acquiring New Chapters
EFFORT
Process = huge effort (challenges &
obstacles!)
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Structure
Strengthening Chapters State Chapter Advisory Group Chapter Scorecard State Chapter Agreement – once/year Share strategic plan & chapter alignment Change location of conference
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Sustainability
Strengthening Chapters Professional development How to/Cheat Sheets Online Community: Shared learning E-Learning videos: Board/event planning Budget to visit Chapters and leaders
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DEEP DIVE: SUSTAINABILITY
Strengthening Chapters
GOALSChapter goals/plan
ADVOCACYAdvocacy/Policy Component
NETWORKINGSignificant group work
BOOT CAMPNew Chapter boot camp training
DEVELOPMENTInvested in good speakers/development
EDUCATESession Topics: great ideas, epic fails
AWARD PROGRAMRevamped our Chapter Award program
*New* Chapter Meeting @ Annual Conference
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RETENTION
Chapters = retention
LEVERAGE
Components = Opportunity to leverage, not a
structure to manage
LESSONS LEARNED
Strengthening Chapters
LEADERSHIP
Leadership development &
technical assistance = critical
BOARD
Changes communicated by
the Board, not staff
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Value Proposition & Engagement Create templates Chapter News: website & newsletter Toolkits: Advocacy and Mentorship Include in overall organization strategy
Certification, Initiatives, Education Calendar reminders of goals and succession plans
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SIMPLIFY
Local component responsibilities =
simplified
EXPERTISE
Chapter access to expertise = increased
value to members
LESSONS LEARNED
Value Proposition & Engagement
INPUT
Chapters want acknowledgement
and want to provide input
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ISSUES
LESSONS LEARNED
Overview: Be Ahead of Issues!
RESEARCHDo the work & research
LISTENListen to members & Chapter Advisory Group – Current issues AND future
PROOFUse cases & process for solving
RESOURCESASAE Component Relations Resources
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RIP Chapter Volunteers: Are you haunted by volunteer turnover and burnout?
Date: Wednesday, October 12th Time: 12:00 pm E.S.T
Speaker: Kyle Bazzy, Director of Growth, Billhighway
Volunteers are critical to the success of your chapters and association as a whole. We’ll discuss:
• Reasons why good volunteers are becoming harder to find
• Tools & tactics to make chapter volunteer life easier• How to create an effective succession plan for when
volunteers do turnover
What’s Up Next?Chapters vs. National: Creating a Stronger, More Collaborative Association (Note: This is in collaboration with AssociationTRENDS and there is a cost associated)
Date: Wednesday, October 19th Time: 2:00 pm E.S.T
Speaker: Kyle Bazzy, Director of Growth, Billhighway
Combat the conflict! We’ll be diving into:
• Common culprits causing conflict between Chapters & National
• Identifying sources of friction: strategic alignment, lack of (perceived) support and other red flags
• Tactics for strengthening the Chapters-National relationship
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• 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 C
hange• Component Relations Handbook: A Guide to Successfully Managing
and Motivating Chapters, Affiliates, and other Member Groups• Membership Essentials: Recruitment, Retention, Roles, Responsibili
ties, and Resources, 2nd Edition
• What Makes High-Performing Boards
• Whitepapers• The Association EXEC's Guide to Improving Organizational Perform
ance
Additional Resources
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Kyle Bazzy586.480.6419 (cell)
[email protected]://www.linkedin.com/in/kylebazzy
AMA: Ask Me Anything