Improving non-dues revenue streams serving a dynamic membership de-mographic and keeping associations relevant is at the heart of all organizations looking top increase member value.
On September 26th & 27th, 25 association executives sequestered themselves over one and a half days to examine these issues. This group o f thought leaders made significant progress in the following ways:
One example of the member value discussion that we want to share includes both capturing new members and creating value for your vendor partners. The perceived lack of value from your suppliers and sponsors is the top reason they don’t return or sponsor your organization in the future. Limited resources force suppliers to make the most beneficial value decision for them. The question they most ask prior to sponsoring or joining is “will the dollars I spend with your association contribute to my company’s bottom line?” These ideas on Vendor Partner Engagement include multiple options for getting your vendor partners and sponsors more involved and more value for their membership.
Another example from the Think Tank session centers on association innovation and stimulating creativity in our members to generate new products and services in the industries/professions you serve: the Association Kickstarter Program idea. Every day our members work in their professions or industries and constantly strive to improve their workplaces, the industry or patient care. Every day they are imagining new tools and processes by which their job can be done better. How can we help them bring potentially profitable new products to market?
The Association Kickstarter Program idea allows members to submit new product improvements and inventions with a chance for your association to partially or fully fund the project while enjoying the revenue from product sales. It is a different way of thinking and here are a few helpful tips that the Think Tank thought leaders brainstormed:
Imagine this Association Kickstarter as a program to generate non-dues revenue for the association through product sales. Innovation in the marketplace happens daily but members don’t know where to go to try to launch a new idea. Now they can look to your association. In addition to the great ideas generated during the session, we also concentrated on:
Coaching is not limited to:
Mission Drift: Does it always seem like the board is veering off course or forgetting the mission set by the organization during the strategic planning process? We help with course correction and a framework for the Board of Directors to continue on its mission path.
Governing Documents: As a Board member, have you seen your articles of incorporation? Have a working knowledge of the policies and bylaws? We provide an orientation program that speaks to important Board Roles and Governance. Fulfilling your fiduciary and legal responsibilities is crucial to the success of your organizations.
Board Orientation: We provide a focused session with the Board around its legal and fiduciary responsibility. We also review the roles of staff and the board, which makes for a better working relationship.
Authority: As a Board, do you understand your authority and the powers vested in you as a Board member? We clearly attack these issues and bring this information to the forefront.
One-on-one session: We serve as an independent ear to the Board President and also a coach to help him or her through their year as president. Even if you have a paid Executive Director, we work hand-in-hand with your staff and not only provide guidance and counsel to the volunteer leader, we provide the same service to the Executive Director.
Executive Director Coaching: An essential service that we provide is coaching for your association or nonprofit executive director. The following are reasons why you should consider Executive Director coaching:
You have lost or about to lose your Executive Director, what do you do? This is what we recommend:
Don’t Panic! – Panicking is a natural response, which then forces a rash decision. Step back and evaluate the issue in its entirety.
Assess – Assess the situation to determine the timeframe for the departure, the priorities that will need to be redirected and the communication that will need to be done.
Reassign – In the interim, if you have a larger staff, reassign key duties from the Executive Director to other members of staff. Determine which Board members will take over external communication (if necessary).
Hire an Interim Executive Director – Find a quality firm that can pick up the pieces on an interim basis until you can find your permanent replacement. An interim Executive Director can effectively lead the organization through key strategic areas while you search for a replacement.
Conduct a Search – The next step is to either conduct a search on your own or hire a professional executive recruitment firm.
Transition – Typically it takes 90-150 days to bring on board your new Executive Director. Schedule a period of time (up to 14 days) with your interim Executive Director and new Executive Director to transition knowledge. This is highly important.
Association Options is skilled at picking up the “ball” and moving it forward while you worry about filling the position. The most important element of hiring Association Options is that momentum on key issues can continue. You can’t afford to lose progress.
Association Options has conducted several staffing assessments both within the association management company model as well as for those associations that employ their own staff. Key benefits are:
Management Models – Understand the various types of management models and their potential costs from an association management company to a hybrid (hired staff and an association management company) as well as a captive (your own) staff model.
Staff Time & FTE Review – Understand where your staff is spending their time and how many full-time equivalents are dedicated to your organization. We compare this to industry standards.
Site Visit – Association Options conducts site visits with a checklist to review technology in place, accounting methods and a staffing assessment. This report is provided to our clients confidentially.
Hourly Rate Comparison & Management Fee Review – If your association is managed by an association management company, we provide a custom service to review hourly rates and the management fee against industry benchmarks. This helps to put at ease issues around management fees and allows the organization to focus on more strategic issues.
Operating Ratio Review – Association Options reviews an association’s operating ratios to determine if management expenses exceed the industry benchmarks and what options the association has to bring it in line or to understand why issues exists. This is only one metric to review as there are others that factor into a management assessment.
Board Interviews – This is an important element in any of our management assessments and that is overall satisfaction with staff and opportunities for improvement. Association Options has developed a survey document that is proprietary and used for this purpose only. We also customize the survey to capture any additional important information.
Overall, if there is any question around the effectiveness of the management structure, including the leadership structure, conducting a management assessment is a good way to “right the ship” and strengthen the relationships with your staff and the leadership. From experience, Association Options has been able to bring positive results in this process.
We will work to secure the right association management company for your organization.
Bill Pawlucy, M.P.A., CAE, IOM has more than 14 years of experience with association management companies and will work corroboratively to ensure a good fit while maximizing the negotiation process.
There are more than 800 association management companies, does the board leadership want to wade through 50 proposals and manage the entire process? Most boards will work with Association Options so they can maintain a strategic focus
A mistake selecting the wrong association management company will cost a $2MM budget association roughly an additional $200k
Using Association Options, a 5-15% savings in fees and extras can be saved during the process (i.e. on a three- year contract at $500k per year, that is a savings of between $75k – $225,000). We will make every effort to ensure that there is a fair agreement between both the association/nonprofit and the association management company
There are a lot of truths and misconceptions about association management companies. Deciding which association management company to choose could mean the difference between being a good nonprofit and a great one. The fit is critical and the time spent on the selection process invaluable. The following are some key items you should know as it relates to association management companies:Types of Association Management Companies:
There are a lot of truths and misconceptions about Association Management Companies (AMC). Deciding which association management company to choose could mean the difference between being a good nonprofit and a great one. The fit is critical and the time spent on the selection process invaluable.
Association Options, LLC has developed a white paper to speak to:
To read all about these important topics, please download the pdf on tis page for more information.
Stand apart from the rest.
Have you ever had a crazy idea? Ever want to have fun at a event or fundraiser?
Maybe even just professional-looking portraits of the staff?
We’re here to help. We’ve worked on corporate photo shoots; non-profit, celebrity events; as well as video productions as simple as YouTube -content, all the way up to documentaries and feature-length musicals. If you want to add a professional, creative edge to your organization – we want to help make that happen.
Contact Tim Davis for more information.
Give your members a reason to pay attention to you. With mobile apps.
By using the latest in mobile Apps and Web designs, we make it easier than ever for your members to stay current and involved in your Association or Non-Profit.
Our ultimate goal is to provide you with a clean, efficient, and thoughtful internet portal. We work with you to ensure that your site and web-content seamlessly and intuitively inform and intrigue.
Strategic Planning for Non Profits is a unique process for each non-profit organization. We have facilitated strategic plans for many nonprofits. Association Options offers:
The need to conduct an executive search for a new executive director or chief staff officer is never planned and often occurs due to performance or retirement/new opportunities. Association Options’ executive recruitment serve takes the burden away from the board in managing the process and allows it to concentrate on hiring the right candidate. The following is our commitment to you:
Initiate the executive recruitment search process through our trained experts (executive recruitment)
Work with the board on the attributes of the candidate (fit is as important as qualifications)
Develop a job description that accurately captures the ideal candidate (dive deep into the needs of the position)
Utilize Association Options own network of potential candidates to weed out unqualified talent (list of local and regional resources are used)
Solicit resumes and work with our own pool of candidates to indentify a set of professionals that meet the job descriptions needs
Work to identify Certified Association Executive candidates if that is a designation desired by your organization (recommended)
Manage all interviews (both live and via phone)
Customize a “day in the office” to provide a good perspective on the candidate over a half-day session (highly recommended)
Summarize all candidates and provide a thorough and unbiased review process
We guarantee the candidate or we conduct another search for no additional fee (100% satisfaction guaranteed)
Does it always seem like the board is veering off course or forgetting the mission set by the organization? It happens quite often. What we do is help with course corrections and a framework for the board of directors to continue on its mission path.
As a board member, have you seen your articles of incorporation? Have a working knowledge of the policies and bylaws? We provide an orientation program that speaks to the roles of the board member, the board and its legal and fiduciary responsibilities.
As we noted earlier, we provide a focused session with the board around its legal and fiduciary responsibilities of the board. We also review the roles of staff and the board, which makes for a much better working relationship.
As a board, do you understand your authority and the powers vested in you as a board and a board member? We clearly attack these issues and bring this information to light.
We serve as an independent “ear” to the board president and also a coach to help him or her through their year as president. Even if you have a paid executive director, we work hand-in-hand with your executive director and not only provide guidance and counsel to the board president or other leader on the board of directors, we provide that same service to the executive director.
Executive Director Coaching:
An essential service that we provide is coaching for your association or nonprofit executive director. The following are reasons why you should consider executive director coaching:
New Executive Director:
The executive director does not have many years of experience leading organizations but has excellent potential.
Industry Executive Director:
Hired from the association or nonprofit’s industry or profession but needs to develop the skills and expertise as a nonprofit/association executive director.
Deputy Executive Director:
You have a capable number two in your organization that you just promoted but they are still green in certain areas. WE can help work with your executive director to build and hone missing skills through an assessment profile we conduct.
Your organization is still in the process of hiring an executive director and needs an interim executive director. We step in to ensure that the organization is following its bylaws, its policies and adhering to all state and local laws while serving as interim executive director.
Strategic planning is the first step in the execution of an overall plan. The strategic plan establishes a key process approach to begin thinking about the future of the organization. If the strategic plan is a process, then what is a logical approach to monitoring and tracking results? The results of a strategic plan live in a dashboard that is customized by the organization executing the strategic plan.
The strategic planning dashboard is a tool that provides a snapshot of the organization’s progress to its strategic plan at a certain point in time. It monitors execution from the first day that the strategic plan is deployed within the organization. The dashboard is important in that it does the following:
What is in a dashboard? The following are key items that are essential in any organization’s dashboard.
Measurable objectives. List each strategic objective with a measure that makes sense. For example, “achieve 90 percent overall member satisfaction.” This makes it clear, measurable and achievable.
Core competencies. List the organization’s core competencies related to that strategic goal. These are core competencies that were identified during the strategic planning session. Tying goals to core competencies brings resources that are currently in place to achieve that specific goal.
Long-term and short-term goals. List out and identify that specific goal’s short-term and long-term action plans. For example, “short-term: establish training on member needs and expectations” and “long-term: reinforce member focus at each level of the organization.”
Human-resource plans. What is it going to take in terms of staff time and consultants to achieve the goals and objectives set? For example, “improve staff training on members’ needs, requirements, and expectations.”
Key performance indicators. List your actual and future KPIs. For example, “in 2012, achieve a 90 percent customer satisfaction score; in 2013, achieve a 92 percent customer satisfaction score; and in 2016, achieve a 94 percent customer satisfaction score.” Listing your KPIs and progressively improving them enables the organization to achieve levels on a year-by-year or even quarter-by-quarter basis.
Outcomes, measures, and results. Finally, list your outcomes, measures, and results in your last column. What this means is that there are supporting charts and graphs that support your progress to the plan in each area. This visual approach allows an at-a-glance view of progress to the goals.
Taking your strategic plan from the drawing board to the dashboard is very doable and required in order to achieve the goals and objectives set during the strategic planning session. Make it simple to start and build on it every year. There are plenty of dashboard samples online and from your colleagues. There is no need to recreate the wheel when samples already exist. As the English cleric Charles Caleb Colton once said, “imitation is the sincerest form of flattery.” Flatter a colleague today.
Bill Pawlucy, MPA, CAE, is founder of Association Options, Inc. a company that focuses on practical strategic planning (corporate and nonprofit), management assessments, Baldrige Award process implementation, AMC search and evaluation, facilitation, and governance modeling. He is also the executive director of the International Association of Interviewers and is an appointee to the U.S. Department of Commerce Board of Examiners for the Baldrige Presidential Award. Website: www.associationmanagementcompanysearchconsultant.com
In a five-year period, I was elected president of a state society, earned my master’s degree, and earned my CAE. But I knew I wasn’t done. Today, I’m in my second year as an examiner for the Malcolm Baldrige National Quality Award, and I’ve gained a tremendous amount of education and experience in this position. I’ve kept digging and learning to ensure that I provide value while maximizing my portability in my career.
In my first executive director position at an association, I worked with older and “wiser” professionals who attacked my credibility because of my age. They didn’t know I had significant business experience in Asia and Europe. You cannot fight or argue the fact that you are a younger professional, but you can arm yourself with education.
Leadership has brought me to where I am today as a successful owner of a company dedicated to addressing nonprofit issues. That work has led me to increasingly complex projects with complex demands. I have gone beyond the corner office to a global office. But my goal has remained the same: Lead with humility and follow with urgency.
William Pawlucy, M.P.A, CAE, IOM , a top nonprofit and association professional and founder of Association Options, has been selected to serve as a member of the prestigious 2012 Board of Examiners for the Malcolm Baldrige National Quality Award.
The board provides advice and guidance in selecting recipients for the Baldrige Award – the highest level of national recognition for performance excellence that a U.S. organization can receive. Board members also contribute significantly by serving as ambassadors for the Baldrige Performance Excellence Program, a customer-focused federal change agent that enhances the competitiveness, quality, and productivity of
U.S. organizations for the benefit of all citizens.
“As our nation’s economy continues to strengthen and grow from recession to expansion, I am looking forward to helping support U.S. organizations in taking the steps they need to succeed and thrive in a challenging world economy,” said Pawlucy. “The success of our economy impacts us all, and I am proud to be selected to serve our country in this capacity.”
Established by Congress in 1987, The Baldrige Performance Excellence Program is based on established criteria, including leadership; strategic planning; customer focus; measurement, analysis and knowledge management; workforce focus; operations focus; and results. A part of the National Institute of Standards and Technology (NIST), which is part of the U.S. Department of Commerce, the program recognizes U.S. companies for their achievements in quality and business performance and raises awareness about the importance of quality and performance excellence in gaining a competitive edge.
A total of 18 awards may be given annually across the six categories—manufacturing, service, small business, education, health care, and nonprofit. To receive the Baldrige Award, an organization must have a role-model organizational management system that ensures continuous improvement in the delivery of products and/or services, demonstrates efficient and effective operations, and provides a way of engaging and responding to customers and other stakeholders.
Board of Examiner members are selected on the basis of their expertise in the seven Baldrige Criteria for Performance Excellence categories; in-depth experience; expertise in an area of high need for the program; and skills that have been proven to be useful for an examiner. Pawlucy’s selection as a Baldrige Examiner is a recognition of his distinguished career in the nonprofit/association field, including 14 years of nonprofit experience.
Currently, Pawlucy serves and Founder and CEO of Association Options, a global management consulting firm which helps nonprofit associations in strategic planning, board development, executive searches, App & software development as well as efficiency planning.
Prior to launching his company, Pawlucy also served as CEO/president of Amedco, a certification/accreditation management company; vice president of new client development at SmithBucklin; and second in command of a top-five association management company. He holds a master’s degree in public administration (M.P.A), is a certified association executive (CAE), and a U.S. Chamber of Commerce Institute graduate and faculty (IOM).
He has served as president of the Delaware Valley Society of Association Executives and Director of the New Jersey Society of Association Executives, and served as the chief relationship officer to numerous nonprofit organizations, including the American Association of Heart Failure Nurses; Dermatology Nurses Association; International Liver Transplantation Society; International Pediatric Transplant Association; American Association for Aerosol Research; American Society for Histocompatibility and Immunogenetics; Medical Dosimetrist Certification Board; Society for Biomaterials; and Wound, Ostomy & Continence Nurses Society.
For more information on William Pawlucy or Association Options, visit www.associationmanagementcompanysearchconsultant.com
EDITOR’S NOTE: For more information, or to schedule an interview with Mr. Pawlucy, please contact Leza Raffel at 215-884-6499.