Are you looking for answers to questions such as

• What is governance anyway?
• Are we doing it right in my organization? Can we do it better? What can I do better?
• Bylaws, policies, procedures – what’s the difference? Why so many documents?
• What’s the difference between what the Board of Directors does and what the staff does?
• How can my preparation for a board meeting affect governance?
• Help! I have to take minutes! What do I do?
• Whew! The board meeting is over. So all my work is done, right?

On Tuesday, November 7, 2017 The American Marketing Association (AMA) Chicago chapter partnered with Association Forumto host an event called, “Get Noticed on Social media (without breaking the bank)!” AMC’s own Allison Lundberg was one of two speakers on a panel that discussed how an organization can find its voice, get noticed on social media, and take it to the next level with social advertising. A handful of members from AMC’s Professional Relations and Development (PRD) team, including Joey Maginot, Maddie Liesz, Dana D’Onofrio, and Zack Smith, attended this session at the AMA office in Chicago. The team shares key take-a-ways from the event, why they found them important and creative ways they’ve incorporated them into their work for PRD.

Education. Networking. Publications. Advocacy. The benefits associations provide their members are numerous and invaluable—and the rewards members gain from them are equally incalculable.

But what do you do when one of your top-rated member benefits starts having problems that overshadow the many solutions it offers? If you’re PRISM International, you start to think outside the (paper) box.

Some people follow all the latest nutrition and diet trends like cleanses, South Beach diet, cabbage soup diet, paleo, raw foods and clean eating. What do I follow? Productivity trends. Go ahead and laugh, I’ve come to terms with it. One of the tools I have discovered that seems to hold the most promise for increasing productivity is Kanban. Kanban literally translates to “board”, but often you’ll hear or read “Kanban Board”, which is redundant. We’ll forgive the repetitiveness and just focus on what Kanban entails and how it might increase your productivity. Curious yet? Let’s jump right in.

We’ve all been there before. You’re discussing an important issue for your association, but instead of concentrating on your organization’s agenda, someone is trying to further their own. These hidden agendas can derail important conversations, complicate decision-making, and result in poor solutions for your association.

Ok, since you’re twisting my virtual arm, I’ll admit it… I’ve always wanted to be Jeopardy host Alex Trebek. He’s just so darn cool. He has the best job in the world, probably drives a Ferrari or some other cool car, and has the power to create categories in his show like Potpourri where he just throws together a bunch of things that don’t really relate all that much to one another.

For all organizations and businesses, not just associations, it’s the ultimate catch-22—you need more leads to make money, and you need money to get more leads. To thrive, associations need members and customers to continue running, but it can be difficult to find room in the budget for marketing and lead generation. Never fear though, there are easy and affordable methods to draw more potential members and purchasers to your organization right at your fingertips.

Do you spend way too much time reading posts about interview questions? If that’s the case, please take my virtual hand so we can walk away from that darkness.

There I was, on a bright, sunny Saturday in September with a hammer and work gloves in hand, trying to look the part at the Park Ridge Presbyterian Church parking lot. I was there with Solid Rock Carpenters to build wall sections for 3 homes to be donated to those in need in Johnson City, Tennessee. Those of you who know me are probably thinking “Dude, what do you know about building houses?” Believe me, I asked myself the same question several times and when I saw the 85+ volunteers going at it, I seriously considered getting back in my car and heading home.

Two weeks after the unthinkable happened in Las Vegas, my colleague and I touched down in the city for the METALCON trade show. Unsure of the environment that would greet us, I found we were met with the very definition of strength, and given a daily reminder of the message resonating throughout the city. The city is #VegasStrong. In fact, I feel it is stronger than ever.

Member associations en masse are finally recognizing that revenue diversification is the key to sustainability in the current economic and cultural climate. Focusing on developing key revenue generating sources outside of membership are job one. Concurrent with grandiose strategic plans forming around major non-dues revenue initiatives, organizations should start immediately with the low hanging fruit that can bring in small profits today leading to much larger profitability and revenue gains tomorrow.

A common conversation among grant professionals is about how to set expectations and measure success of grant programs. Many stakeholders (the boss, the board, the committees) often want to talk about revenue as a measure of success and usually focus on increasing revenue. While a meaningful metric, increasing revenue is not always the most reflective of success or impact of the program. Over-the-years, I have come up with a few rules-of-thumb that help frame the conversation in a better way.

As the staff of any association can tell you, onboarding new leadership is an important process that can reap many rewards. However, the process for when those leaders eventually leave may not be as well defined. Ensuring a smooth exit for your former president or board member not only make a difference to them but also your association.

Millennials, Millennials, Millennials….We may all feel like this topic has been beaten to death, and yet we just can’t stop ourselves from asking, “What makes them tick?” As co-chairs of AMC’s Young Professionals SIG and because we are both Millennials (although on slightly opposite ends of the age spectrum) we have a unique perspective on how our generation functions as a product of our surroundings. We sat down to answer some burning questions and provide insight into the largest generation in the workforce today:

Conflict is part of communication and deliberation in many settings. For not-for-profit boards, conflict can present unique challenges, including:

In the coming months, Mark Engle, DM FASAE CAE, along with author and association consultant, Mary Byers, CAE, will lead sessions of ASAE’s Exceptional Boards: Strengthening the Governance Team.

Several times throughout my college career, I thought, “This is it! I’ve found what I want to do!”  Some of those career plans included museum curator, archeologist, communications director of a sports team, professor of physics, and professor of economics. Considering every “add” or “drop” of a major or minor in college, I think I made at least 11 changes to reflect the latest “This is it!” phase. I graduated with a marketing degree - very different from the previously listed jobs!

The creative team at AMC revealed why they work so well together in a recent post. As it turned out, the magic formula for teamwork required more than strange grapes, oddly flavored potato chips, cupcakes, and the rest of the carbs we cram onto a file cabinet that’s conveniently buffet height.

It is not uncommon for analogies to be drawn between business strategy and military strategy. One of my favorite examples is a 2016 article Australian consultant Graham Kenny wrote for Harvard Business Review. In it, he compares strategic planning in business and the military, citing an approach promoted by Moltke the Elder, Dwight Eisenhower, and Winston Churchill

In the late 90s, Harvard Business Review noted that “The Experience Economy” is demonstrated when “a company intentionally uses services as the stage, and goods as props, to engage individual customers in a way that creates a memorable event.” Likening the Experience Economy to a performance is as effective a metaphor today as it was then because it reminds us that we need to create connection to our products and services to engage our customers.

For association professionals, the Certified Association Executive (CAE) credential is a mark of professional development. Earning your CAE can make a positive impact on your career path and showcase your commitment to the association profession. Several AMC executives use the knowledge they gained earning their CAE certification to guide and support our association partners.

Ad campaigns about customer service are all the rage right now. Who doesn’t love “Jake from State Farm”, the khaki-wearing night shift worker turned meme? Or what about Discover and their commercials about how they treat you like you treat you. Because “I don’t have time for machines,” according to one Discover customer.

As leader of the organization and chair of the board of directors, an association’s president has a unique responsibility to guide the actions of numerous volunteers to ensure they make decisions based on the association’s best interests. Most often, this person is well-prepared to act as an advocate for members following many successful years of service. Most often, this person also has extensive experience acting as a leader within his or her field, experience that proves invaluable to their role as president.

What makes a happy and healthy team? I could tell you what I think, but maybe it makes more sense to go directly to an actual team that fits the description. I asked members of our creative team to share their thoughts, expecting to hear about a “hardworking yet fun atmosphere” and buzzwords like “accountability,” “flexibility,” and “recognition.”

In 2015, Association Management Center (AMC) was faced with upgrading Personify, its association management software, and realized there was a problem: The upgrade would not solve a number of challenges; however, the organization expected the new version to magically do exactly that! There was a misalignment of business goals and project goals, and the project, as initially planned, would have left us with many of the same usability issues, such as:

Your cab drops you off in the middle of a changing Chicago neighborhood…Fulton Market; once a gritty meatpacking district, is being transformed into a tech and foodie hot spot. The glimpse of the Google office and the new Ace Hotel flash past your window and you are delivered into the urban Morgan Manufacturing space – the location of Association Forum’s June 28, 2017 Forum Forward conference event. With one step in the door, you’re already excited about what’s ahead…

The American Pain Society’s (APS) beloved educational program Fundamentals of Pain was initially developed to educate and engage early career practitioners and researchers in the field of pain medicine in order to meet the growing need for research and practitioner support for those in pain. The Fundamentals program was held annually as a preconference to the association’s Annual Scientific Meeting and included education, mentoring, and networking components. In the beginning, it was 100% funded by a singular corporate funder.  However, after nearly a decade, the sponsor’s funding initiatives changed, and they decreased funding for the program. At the same time Fundamentals attendance slowly began to shrink. 

Being onsite for conference is the best, isn’t it? Sure, the hours are long, your legs are tired from schlepping your bags across a convention center, and you’re breathing recycled air for about a week, but it is nearly unrivaled in building connection to our work and members.

An inclusive environment promotes continual reflection, opportunities for growth, and helps individuals feel welcomed. Most importantly, participants are able to be themselves. Do your members feel a sense of inclusion within your association?

There I was, standing face to face with a large, bemused group of boys about eight years old. I had just emerged from an idling bus along with seven other members of our board of directors. These kids were staring at us like we were aliens emerging from a space craft. Why the stares? Because our board of directors – composed of nurses in their 30s 40s 50s and 60s - had just converged at a laser tag facility and this horde of eight year olds was no doubt not accustomed to being booted out by a group of people the age of their parents or grandparents.   

My wife and I are in the market for a new patio on the back of our house. It’s our one big purchase for the year and it’s important to us that it’s done right. Like most people in this situation, we want to get some quotes and determine who can do the job best. We reached out to three local companies to come out and give us a quote, providing each with the same request and specs for the job.

Expectations of board members in the association world are high. Upon election to the board, members are expected to have a solid understanding of the association’s mission, strategic plan goals and objectives, financial status, programs and services, and governance structure. In addition, board members bear a legal and fiduciary responsibility for the health and future of the association. These expectations can be daunting. As a member of the governance team at the American Academy of Hospice and Palliative Medicine (AAHPM) it is our job to ensure board members are informed and prepared for their roles so that they can participate fully on day one.

Old news: Membership retention in the current millennium is a key challenge for organizations, especially for those not connected with mandated licensures or certifications.  

Bad news: There is no magic bullet to overcome this challenge quickly. You need a loooong term strategy.

Good news: There are a few short term tools that may help slow the rate of loss and stem some of the decline. 

Let’s focus on the good news. 

In the past, Nominating Committees started their work a few months before elections began by identifying those who were next in line for the open positions. This process assumed that the most qualified candidates for the governing board were those who had worked their way up through the ranks of committees and participated in other volunteer opportunities.

Social media has taken over our lives. It seems as though a new social network pops up each month, giving us one more thing to check up on each day. Associations are digging through social networks to study our members, find where their interests lie, and determine where our organization should target our efforts.

If you’re one of the millions of Americans who read USA Today, you probably noticed an extra-special source featured in the March 31–April 2 weekend edition: Association of Pediatric Hematology/Oncology Nursing (APHON) President Kathleen Ruccione, PhD. Her piece, “Nurses Create a New Paradigm of Cancer Care,” detailed the role of nurses in health care—and of oncology nurses specifically in the treatment of patients with cancer, helping readers understand the impact of these integral members of the medical team and the future of cancer care.

Regardless of political affiliation, the 2016 election played on the heartstrings of the American people. These emotions have given rise to several grassroots political movements, such as the Women’s March on Washington and those surrounding immigration and healthcare issues. With thousands of people participating in these movements across the country, as associations we must at least ask ourselves the question of whether or not our association should be involved with those movements that impact our members. 

Finding new and exciting ways to engage members and inspire loyalty is the secret sauce for successful associations. Getting creative about the types of engagement opportunities—everything from leadership roles on the board to a few minutes of social networking on behalf of the association—allows organizations to reach members willing able to help despite limited availability. Associations everywhere are embracing microvolunteering as a means to engaging folks with the least amount of time to give, but a desire to contribute. And the concept is taking off! So much so that this Saturday, April 15, the U.S. celebrates National Mircovolunteering Day for the 4th year in a row.

If you’re like most people, you likely didn’t learn about the association industry in undergrad. In fact, you may not know much about it today. But the truth is there’s a whole world of rewarding work in the nonprofit space, focused on helping organizations work toward the greater good.

As of this year, experts report as much as 74% of online traffic consists of video content. In our daily lives, we see countless videos on Facebook, in emails, and even on websites. According to a study done by Insivia, viewers retain 95% of a message when they watch it in a video compared to only 10% when reading it in text. In the association industry specifically, video communication is still considered a growing trend helping more organizations connect with members and prospective members like never before.  

My guess is you’re asking one of two questions right now… “What were you thinking when agreeing to coach kindergarten basketball?” or “What could that experience possibly teach you about associations?” Believe me, as this post formed in my mind, I asked myself the same two questions and what I’ve found is, kindergarten basketball coaching and association membership are definitely related.

One of an association’s most important responsibilities is to act as an advocate for its field. That’s why finding new and innovative ways to engage membership and communicate the needs of the industry to lawmakers and regulators is an integral part of operations for our clients.

The quote that best defines the current state of the healthcare debate came in a meeting with the nation’s governors at which President Trump exclaimed, “Nobody knew healthcare could be so complicated."  Earlier this month, the president delivered his remarks to a joint session of Congress where many were anxiously awaiting directives on how to repeal and replace the Affordable Care Act (ACA).

The Hematology/Oncology Pharmacy Association (HOPA) is headquartered in Chicago, a major hub for nationally-recognized hospitals and health systems. That makes us, the HOPA staff, lucky! Lucky to have so many of our members nearby and easily accessible.

The mentorship program for members of the American Society of Pediatric Hematology/Oncology (ASPHO) began in early 2013 as an effort by the society’s professional development committee to engage members and provide a resource to early-career members on a variety of issues. Because of the complexity of the pediatric hematology/oncology profession, the committee created a mentoring system to customize the experience and serve member needs.

One of the biggest challenges in the association space can be that, as staff, our business goals and daily tasks mirror those of the corporate world, only without the corporate-sized budgets and resource pools to help us get them accomplished.

Picture this: There are 3 weeks until you leave for your annual meeting. Your schedule is finalized, the keynotes and speakers are accounted for, your marketing campaigns are starting to wrap up, and your staff is now shifting into the “hosting” phase of conference. But then you receive a phone call from a game-changing potential speaker.

Throughout 2017, Mark Engle, DM FASAE CAE, along with author and association consultant, Mary Byers, CAE, will lead several sessions of ASAE’s Exceptional Boards: Strengthening the Governance Team.

Regardless of the size or focus of your association, you’ve likely experienced a situation in which you didn’t have the expertise required to tackle a goal in the most effective way. Eventually, most of us encounter situations that could benefit from professional consulting expertise. But how do you know when your association has reached that point? Here are six signs to look for that indicate bringing in external consulting expertise might be right for you:

How should association leaders respond to member requests for more openness, communication, and accountability from their board of directors? This is the question AMC governance and strategy consultant Anne Cordes and AMC principal Mark Engle, along with Jed R. Mandel, Esq, discussed in their 2016 article on the role of transparency in association governance. While there are several benefits from the policies and practices called for in the name of transparency, it can also do harm when applied without regard for board privacy.