Posts filed under Leadership

Replacing the Engine While Flying the Plane: The Association Executive’s Guide to 21st Century Change

association-executive-leading-change

Leading Your Association Over Uncharted Territory

Association executives and directors have been hearing for years now that change is coming. Membership apathy and decline. Decreasing revenues. Industry consolidation. Competition for education, other programs and services.  Governance paralysis.  All of these are symptoms of the much larger issue of relevance, value, and member service, that are pushing many associations closer to the brink. For a growing number, the time to change is now…or perhaps never.

One association executive we’ve spoken to described this process as “replacing the engine while flying the plane.”  Whether it is a new membership, governance, revenue or wholesale organizational model that is needed, the change at hand represents largely uncharted territory in the association space.

Research, Strategy, Engagement and Communication: 4 Pillars of Successful Association Change

During the CSAE Trillium Winter Summit a few weeks ago, TPG Partner Jack Shand acknowledged that while association leaders understand that change is needed, it can be very hard to know how to first identify what change is needed, and second, make the change a reality:

Keep One Eye on the Flight Instruments and the other on the Horizon  

As CSO, your role is to execute the strategic direction set by the board of directors and to manage the day-to-day operations of the association…but it is also to think strategically and be future-focused. Keep one eye on operations and one eye on the changes and trends that will be factors in your organization now – and in the future.

Explain Why You are Changing Course

I was on a plane once that had to turn back to the airport just as the flight attendants were about to come by with the snack cart. When the captain announced the reason – smoke coming out of one of the panels in the cockpit (!) - you’d better believe everyone was on board with the new plan. The case for change must be made. What is the sector, membership, or board most concerned about? People will ask – even if they do not say it out loud – ‘what’s in it for me?’ Make sure you have the answer(s) ready.

Use Evidence to Drive Decision-Making

Have you ever seen inside the cockpit of an Airbus A380? Countless pieces of data and information measuring altitude, speed, fuel levels, navigation equipment, as well as monitoring the various elements of the plane itself (cabin temperature and pressure, electrical system etc.).  Information and research must drive what you do. You need evidence, not assumptions. Research should be internal (consultation with members, staff, directors and other constituents) and external (sector better practices and research, case studies and literature). Use qualitative research to uncover issues and add context, and quantitative research to validate potential directions and options.

Understand and Assess Your Options

Avoid the temptation to rush a decision and apply a ‘quick fix.’ Develop and assess alternatives and options based on your research and end goals.  Particularly if your board of directors or other stakeholder body is involved, this approach allows constituents to make their mark in shaping change. Giving constituents some ownership makes it far more likely that the change will be implemented successfully than if it is seen to be thrust upon them from a small group of executive decision-makers.

Chart the Course

Like any other kind of planning, you need an actionable strategy to achieve success tied to your desired outcome(s) for change. Lay out what needs to change and how. Understand what are the critical success factors needed for the plan to be successful, such as informed and engaged members, the right data, and resources.  Be clear about who is accountable for different elements of the plan. Make it measurable by making your plan SMART (Specific, Measurable, Attainable, Realistic, Time-bound).

Recruit Change Ambassadors

Grassroots stakeholders are much more likely to get on board with change if people at different levels of the organization have bought in and are visibly engaged - like this flight attendant, for example.  You can help draw attention to the need for change but it needs champions and leadership from the board and, if possible, other influential members. Mobilizing members as change champions and/or using a “train-the-trainer” approach to consistently facilitate and communicate change across the organization can be extremely effective at generating wide-spread support.

Be Open to Mid-Course Correction   

Once underway, people may tend to be excessively optimistic in self-assessing their own decisions, even when there are storm clouds on the horizon. Continually seeking feedback – and acting on it if necessary – is critical.   Make sure when asking for feedback that you are seen to be acting on it through frequent stakeholder communications that clearly make this link.  Implementing change gradually rather than trying to change everything at once is one way to reduce turbulence enroute, even if you need to change direction.

Keep People Informed

Keep members and stakeholders in the loop throughout the process with regular updates on progress toward stated goals and changes to your plan if it evolves. Be honest and transparent and continually tie what you are doing back to the value it is providing to your end-user. Importantly, don’t be afraid to toot your own horn when your change begins to take root and has positive results. It is important to celebrate success!

If you are interested in learning about and continuing the dialogue on association change, we hope you'll consider joining the TPG team at these upcoming events in Toronto and Vancouver!

  • Big Association Trends – From Identification to Innovation. A CSAE Trillium Chapter PDX Event. Wednesday, March 29, 2017 9:00 am – Noon in Toronto. REGISTER
  • Associations 2025: High Performing Associations of Tomorrow. A CSAE National Event. April 03, 2017. 8:30-4:30 at the Sheraton Vancouver Airport Hotel. REGISTER
  • Associations Trend Talk. CSAEBC Lunch 'n Learn Session. May 4, 2017. Sheraton Wall Centre. REGISTER

 

2017 Association Trends Survey: Participate and Get a Free Copy of the Results

Depositphotos_21428449_l-2015.jpg

If you are in an association leadership position in 2017, chances are you feel like you are playing an eternal game of whack-a-mole. Recruiting and engaging young professionals. Growing and diversifying revenue. Stopping the membership bleed... Where to begin? And even more importantly: What to do?

Please take a few minutes to participate in The Portage Group’s 2017 Association Trends Survey. This survey looks at the current and anticipated trends and issues affecting associations in 2017....and what actions they are taking to address them. Please click on the link below to start the survey:

  Begin Survey

All of your input will be kept confidential.

As a thank you for your participation, you will receive a complimentary PDF copy of the Highlight Summary in early April. 

If you are interested in more information and insights on Association trends, please check out and register these upcoming events in Toronto and Vancouver:

  • Big Association Trends – From Identification to Innovation. A CSAE Trillium Chapter PDX Event. Wednesday, March 29, 2017 9:00 am – Noon in Toronto. REGISTER
  • Associations 2025: High Performing Associations of Tomorrow. A CSAE National Event. April 03, 2017. 8:30-4:30 at the Sheraton Vancouver Airport Hotel. REGISTER
  • Associations Trend Talk. CSAEBC Lunch 'n Learn Session. May 4, 2017. Sheraton Wall Centre. REGISTER


     

 

Make 2017 a Home Run for Your Association: TPG's Not-to-Miss Association Learning Opportunities

Join our team for one or both of these innovative and interactive sessions in the coming weeks. Whether you are in Ontario or BC, these are not-to-miss opportunities to gain practical knowledge and tools about organizational transformation based on real-world examples of association change.

A Practical Guide: How to Lead Your Association in the 21st Century

January 19-20th at the CSAE Trillium Winter Summit in Hamilton.  Hamilton. Facilitator: Jack Shand 

Whether it is our operating model, governance model, membership model or value proposition, ‘experts’ have been telling associations for years they must evolve – or risk extinction. But how on earth do we get from where we are today to where we need to be? This interactive session will challenge participants to address a case study derived from true association examples of transformational change. It will explore the change process, as well as better practices and pitfalls to avoid in driving effective decision-making and stakeholder engagement. Participants will receive a process framework that can be used to map out change in their own associations. 

Associations 2025: High Performance Associations of Tomorrow

Monday April 3 in Vancouver. In partnership with the Canadian Society of Association Executives. 

It's the central question in today's strategy sessions: What must your associations do to thrive -- not just survive -- in the next decade and beyond? Past approaches to achieving success will no longer assure your organization's relevance in the future. Building upon the inaugural event on the future of associations in Toronto, Association 2025 is now coming to Vancouver on April 3, 2017. Brought to you by CSAE in cooperation with The Portage Group, this fascinating full-day summit explores the changes associations can expect to see in the next decade and how to manage them.

Make 2017 a Home Run for your association and register today! See you there!

Being a Board Member Could Give You a Boost !

While attending a board meeting recently, I heard the President of an association Board of Directors comment, ”remember, I won’t be here after June.” It struck me that there must be so much time spent not only training and integrating new board members, but also a great loss of direction and governing style when experienced individuals leave association boards.

The Portage Group had been brought into this particular meeting to present options of structure models to align with strategic goals. Although this was not the focus of our presentation, one comment that came forward was in regards to bringing ‘younger people’ to the board to have a more diverse representation. “every new generation brings a fresh perspective to previous traditional approaches.”

Perhaps part of recruiting members to your Association could highlight the benefit and opportunity to become part of a diverse and experienced Board of Directors. Where an up and coming professional could develop relationships with experienced people in their sector with a wealth of information in that industry and a vast amount of contacts.   

Some of the top reasons you might want a younger demographic on your board:

1.     To Manage Technology

At TPG, we often hear feedback from clients that there is a need to improve their association technologies. Often improvements are done once or twice and are not able to be maintained. Having someone directly involved with the association to manage this (in a volunteer position no less!) could be greatly beneficial.

2.     To Talk to and Attract Similar and Like-Minded People

While current board members might have a large network of industry professionals,  some young blood on the Board could have a far reach when it comes to new  potential members and would certainly have ideas of how to reach them

3.   To Create Value Add Ideas for Members

Often new ideas can become fairly stagnant on a board where most of the faces have  been around in some capacity for many years. Someone new to the group might have some creative ideas of how to attract and retain members as well as enhance value.

4.     To Offer New Perspective on Old Traditions.

Are there members of your board who have older children that might be interested  in following in their parents footsteps? Do you know someone who might benefit from the industry connections and know how? A fresh and younger face on the  board could come with loads of perspective on how to build new traditions.

Change is inevitable. But planning for it could create more of an opportunity than just restructure.  Some ideas shared in this blog were found in the article http://nonprofithub.org/board-of-directors/nonprofit-millennials-board-directors/

Succession planning and development of board of directors is just one way The Portage Group can help your association. Find out more about our services at www.theportagegroup.com

 

 

 

Posted on April 6, 2016 and filed under Organization Performance, Leadership.

Associations 2025 Summit Coming Soon!

You’ve demonstrated a consistent commitment to keep your board and members aware of major trends, risks, and strategic issues that will shape the organization in the coming years. Knowing that there are many new challenges that association executives face today that didn’t exist 15 years ago, The Portage Group and CSAE are looking to gather the brightest stars in your association and the true leaders and have a focused conversation at the Associations 2025 Summit this coming April 19, 2016 in Toronto.

 We will be offering a variety of dynamic presentation styles, similar to Ted Talks, at The Associations 2025 Summit, with a more interactive case study exploring  (Re)Creating Tomorrow’s High Performance Association mid day.

 Some of the topics we will look at are:

▪       How will the next generation of members define value?

▪       What associations are successfully transforming their model to enhance value for their boards and members?

▪       Understanding the environment of 2025 – the workplace, workforce, economy, and Canada itself and changes already underway.

▪       What leading organizations will be seeking in their top executives

 

Associations 2025 Summit will feature some dynamic speakers:

▪       Bill Greenhalgh, CEO, Human Resource Professionals Association

▪       Diane Brisebois, President & CEO, Retail Council of Canada;

▪       Chris Conway, CEO, Cement Ontario;

▪       Andrea Stairs, Managing Diretor, eBay Canada.

 

It will be a day that will hopefully start a trend in itself!  We would ask you to bring your best for a day of collaboration, learning and networking amongst established association leaders and the up and comers. The conversations to come out of the Summit will aim to bring significant value back to your association in its planning for the future.

 How do you prepare for the coming years and demands?  Join us for Association 2025 Summit, as we re-think how to leverage the power of associations. Be part of the answer.

 For Details and to register go to:

 http://www.csae.com/Education-Events/Details/ArticleId/2419/Associations-2025-High-Performance-Associations-of-Tomorrow

 #toronto #april19 #associations2025

Your Association Will Look Very Different Ten Years From Now: What Are You Doing About It?

Reading this article on technology trends for 2016 got me thinking: It's hard to believe that just a decade ago, most of us had never heard of the term 'smartphone.'

Personally, I am always a little panicked when my phone is not within arm's reach. Also, I will admit that I have a slightly dysfunctional relationship with my GPS - which I have named Sneaky Suzy - and without whom I would (literally) be lost. I'm not proud...but I'm also not alone. Seventy-one percent of you sleep with your cell phones. Over sixty percent of you call, text or email from the washroom (!) You know who you are.

Did you know that by the end of 2016, nearly 2 billion people will have one of these little devices? We all know how much of an impact information technology is having on our society but how is your association translating it into new and innovative ways to deliver tangible member value?

Here are just a few of the ways some of the associations we have worked with recently are leveraging technology to meet member needs and solve member problems:

  • Using big data to truly understand current and prospective members so that associations can offer customized programs, services and communications
  • Mobile apps with easy and immediate access to tools, templates, information and other resources members can use on the job
  • Offering a ‘storefront’ on the association’s domain for smaller business members who want a web presence but who otherwise might not have the resources or know-how to develop one
  •  Easy-to-use systems for procurement and bidding
  • ‘Match-making’ applications that connect members to potential employees with a strong potential ‘fit’ to their needs and culture

The above is just the tip of the iceberg: What would you add to the list?

Beyond the continuous stream of disruptive innovation taking place, associations are facing a perfect storm of change in the environment inside which they operate. Leadership. Staff. Structure. Membership. Programs and Services...it's all going to look very different ten years from now.

Technology and member value is just one of the questions we will be looking at in April at the Associations 2025 Summit in Toronto - an opportunity not just to hear about what other leading associations are doing to position themselves for success into the future but to engage with your peers to address todays' evolving association environment.   Registration is open- don't miss this great event!

 

Associations 2025 Conference #futureassn

The Portage Group and CSAE will be coming together to collaborate on Associations 2025, a look at what will be the future of associations, trends that are happening now and predicting new ones and showcasing which associations have been able to stay ahead of the curve, retain members and grow their member base.

Over the next 2 months, leading up to Associations 2025 on April 26, 2016 we will be exploring the topics:

  • How do association professionals anticipate big trends like information technology, aging demographics and industry consolation? Where is there innovation?  

  • How will your association be affected?

  • What are you doing to become forward thinking, future association?

  • How is your association positioned to attract and retain quality employees?

  • What do the future leaders of your association need to know so that you may continue to thrive well into the future?

  • Virtual offices, aging demographics, constant access and communication, and an increased desire for work-life balance… what adjustments does your association need to make to stay ahead of the curve?

We will be looking to you, the association professionals, the board members, the new hires, and the upcoming executives, to contribute feedback on what you see, what you like, what you understand or feel is needed. What questions do you have?

We want an open dialogue so all voices are represented.
What do you think things will look like this year? Next year? 2025?

Lets stay engaged and work on communicating with each other, sharing ideas, and expressing how to keep our industry moving forward and keep our members happy and involved.

Looking forward to your comments and feedback!

 

 

#ThrowbackThursday What is a Non-Profit?

Understanding What Non-Profits Do

by Jack Shand; Executive Partner of The Portage Group; introduced by associate Casey White

What does a non-profit do? I can't easily answer that question. At first glance I thought, why should I be able to ? I'm new to the non-profit world and just learning. But then when I gave it second consideration I realised I had actually worked for several non-profits over spanning over 15 years of my life. I was an event coordinator for Big Brothers Association of Canada in my teens. I organized the relay for life as a contractor to the Canadian Cancer Society. I worked in administration for OUR Ecovillage, a non-profit community in Shawnigan Lake. Wow. There are so many active non-profits, I wonder if you were ever a part of one without really grasping how they were structured or what non-profit really meant?

I'm looking back now for this edition of #throwbackthursday for the TPG blog to start at the beginning, gain a greater understanding for what non-profits do, and then use that as a foundation to look at how non-profits began and how they are evolving into #futureassociations. 

Here is an article, originally found on Charity Village, "Understanding What Non-Profits Do"

"First, two observations: Observation one is that many nonprofit organizations feel they are unique. Board leaders tell me this frequently when they are starting a hiring process for a new chief staff executive. Observation two is that many working in the nonprofit sector have struggled at some point in explaining exactly what it is their organization does, and how it adds value. Is it about reciting the mission statement perfectly?

So let's try and build understanding of what goes on in this sector and the "business" nonprofit organizations — associations and charities — are in.

Advocacy is a universal aim for organizations in the sector. Advocacy can focus on a myriad of audiences; it is not only about (and in some cases is not at all about) lobbying governments. Advocacy can be directed to promoting a profession, shaping legislation, engaging stakeholders, dialogue with and through media, or mobilizing a community.

The health charity advocates for better health, quality care, and an early cure. The social welfare organization advocates for better lives and better communities. The business association advocates for the conditions that are catalysts for jobs, investment, and a strong economy. The professional association advocates for better practices, higher standards, and quality performance. Think of an NGO, philanthropic cause, regulatory body, business or professional association and they are doing advocacy.

In my experience, the leaders and stakeholders of all nonprofits are asking that their interests be given influence, put on the map, and have a voice at the table.

Connectivity is the second universal goal shared by nonprofits. Since centuries before the Modern Era, in ancient Egypt and earlier, there is a rich and empowering history of people coalescing around an interest whether it be the arts, culture, or a trade. Indeed, isn't the principal aim of all nonprofit organizations to provide a forum for individuals to engage on matters they share in common? Look at the community cable television station announcements for local events. From places of worship, to sporting pursuits, to clubs, to fundraising events, in all cases it reinforces that the bringing together of people is alive and well. Networking in all its forms — B2B, social media, mentorship — is growing.
Education is the third business nonprofit organizations share. Organizations gather, house, produce and share knowledge. In the United States and Canada, associations and charities are a leading source of adult education and training, possibly second only to private and public educational institutions.

Consider the sizeable resources every city of consequence in the world devotes to attracting conventions, conferences, seminars, symposia, and workshops — events owned in many cases by associations.

For members of professions, from architects to zoologists, there is the impressive business of professional publications, accreditation, and certification that is developed and delivered by nonprofits. In fact for some time there has been a trend where professional associations and educational institutions are forming strategic alliances, including MBA programs, with curriculum in specialist tracks geared to human resource professionals, management consultants, insurance brokers and others.

There is a combined effect of this activity, recognized in constitutions and by democratic governments throughout the world. Nonprofit organizations are special, not in the unpleasant nuance of special interest, but because of the value associations and charities bring to society. Unconvinced? Then think of the tax-exempt status enjoyed by all organizations in this sector. Consider as well the privileged access the sector has to governments. Governments recognize that the organizations comprising this sector add real value to good policy making and to bettering society. Simply, nonprofit organizations contribute to and are needed by society, and their special role has been validated by governments. When you are next asked about what nonprofit organizations do, what your association or charity does, remember the valued work that we have in common:

Advocacy

Connectivity

Education

If you work for an association or a charity, here is our universal business card. It is a membership card we all share because it well symbolizes what nonprofit organizations do, our lead position doing it, and the passion we bring to our work."

Content is © Jack Shand and is reprinted with permission.

 

Posted on January 28, 2016 and filed under Trends, Leadership, Partnerships.

"Trend-Talk" - Young Professionals on The Future of Associations/Non-Profits

by Jack Shand; Executive Partner of The Portgage Group

In April, the Canadian Society of Association Executives (www.csae.com) will present a Summit on "Associations 2025". What must not-for-profit organizations be doing to ensure they thrive over the next decade and beyond? What will be the attributes of the successful association leader in 2025?

Is mastery in managing change a pre-requisite?

What will change...if anything?

Will cultural diversity be a factor in engaging future support? 

Is the sector a "sunset industry" being overtaken by more nimble, better-resourced competitors?

Building on the successful 'Ted-Talk' concept, the future leaders of associations and non-profits - current young(er) professionals running associations or aspiring to leadership roles - are being asked to identify those trends they think will have greatest importance and influence. It's called 'Trend-Talk'. 

What say you?

Posted on January 22, 2016 and filed under Trends, Leadership.