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Data Duplication – Dumb and Dumber

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So I call the bank/ phone company/… to ask a question about my latest statement, for example, and  I get a voice mail prompt to enter my account number. After several more auto-queries (and often quite a few expletives), I get a human on the other end of the line. The first question they ask is…”What is your account number?”

I go to the office of my doctor/bank/repair shop to request service of some kind. I’m invariably asked to fill in a form on which I enter my name, address, phone number, etc. … all information I have already given to the doctor/bank/repair shop innumerable times.

So what’s wrong with this picture? Why are we perpetually regurgitating, re-writing, re-keying the same data over and over again? After all, this is the 21st century and most businesses have a customer database of some kind or other. And as every data manager knows all too well, each time a data set is re-entered, the likelihood it will be mis-keyed, or equally exasperating, duplicated in the system increases exponentially.

So how do our members feel when they register for an event, purchase a book or volunteer for a committee and we ask them to enter their name, address, phone number, … AGAIN? While many associations have developed member log-ins to pre-load this information for online transactions, there are a surprising number who have not, and very few have addressed this issue for onsite transactions. I suspect that most of us have struggled with this issue, but because the true cost of the problem (unproductive hours spent by members and staff re-entering data that already exists in the system as well as unproductive hours spent by staff de-duplicating re-entered data…not to mention the member frustration/ill-will generated by the duplicative effort) is difficult to calculate, we haven’t done the cost-benefit analysis that might justify the development of a viable solution.

This problem is especially vexing for association chapters, few of which have the data systems to effectively capture and report this information. Even more distressing, very few associations have developed a unified data system that provides their chapters an operative portal through which they can access, update and extract member data in anything approaching a useful manner. Consequently, members have an even more exasperating data experience when interacting with their chapters.

Are there solutions out there? Absolutely! I have, in fact, been to a doctor’s office where they handed me a form with my contact information pre-printed. (Of course they then handed me a HIPPA form with all the contact information fields blank!!!). I’ve also been to a bank where I received a set of documents that had most of the contact information, account numbers, etc. pre-printed. It can indeed be done. We just need to get a better handle on the cost of not addressing the issue. I suspect when we do, data systems vendors will find their phones ringing off the hook!

Are you missing out on potential chapter members?

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At a recent board meeting with one of our association clients, the board discussed how to reach out to local national members who had not joined the chapter. I can relate to the non-chapter affiliation. I recently joined a professional association as a member-at-large because I knew nothing about the two chapters closest to me, and wasn’t sure which would be a good fit. Within a week of joining, I was contacted by the president of one of those chapters inviting me to attend the next meeting, which was scheduled for the following day. After a few emails back and forth, she took the bold step of sending me a membership transfer form saying she was excited about the possibility of me joining her chapter. I was so pleased that even though I was unable to attend the meeting, I will likely join the chapter. After all, this president took the time to contact me personally; a gesture that made me feel, well, special!

Does your board personally contact new members, especially those with no chapter affiliation? Who knows – your next awesome volunteer could be just a phone call or email away.

Truths About Volunteering #27

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Volunteers do follow rules ... if they can understand them.

Two cases in point. A chapter board recently decided to not follow the national membership campaign because, well, the rules didn't make sense. One directive said the membership offer was x while the other said it was y. The other national org said create your calendar using these tools only they left out something and now we're "up the creek." Have you read your own rules?

Meme Time! An answer to Peggy…

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Peggy challenges us all in her post Meme Time! How are you going to change the world in 2012? to post our goals for the coming year. For me it means continuing our project Association Volunteers! where we shine the spotlight on those people who give their time and talent to their professional associations. The project was launched in 2010 with the Association Volunteers! Facebook fan page where fans can share stories, find inspiration, and give thanks to those that have made a difference.  

 Not familiar with the project? Then check out who we highlighted in 2011. Each shared a unique story and a unique perspective on association volunteerism. Here’s a sampling of what they said…

Dina Wasmer on not seeing volunteerism simply as a way to build your resume (Instead, Dina believes you should use volunteerism as a way to build relationships that will not only benefit you, but also benefit your clients and your community): You have to do a gut check of what kind of time you have to devote to this and do it well. Be sure to pick organizations or associations that you can feel good about or you’re most interested in. Then you’ll be able to put your best foot forward, and ultimately, the people you are trying to help will benefit.

Kathy Berkowitz on the benefits on toughing it out (Kathy spearheaded a major project for her association, which proved to be a difficult sell at times): What has really helped keep my enthusiasm up is when people have the AHA! moment, and they get it. They’ve allowed themselves to put aside their fears for a moment to really look at the model and see the advantages it will bring, then to stand up to their peers and say, we do need to change.

 Davida Breier on how her professional life has a direct relationship to her volunteer life (Davida feels lucky to be in a position where there is some crossover between the two): In many respects, what I learn from one volunteer experience often has a direct application to the other or to what I do by day. Likewise, what I do by day helps with what I’m doing in my volunteering.

 Jim DeArmey on it’s never too late in your career to start volunteering for your association (Jim’s inner-volunteer may not have kicked in early on, but once it did…): There is something in it for everyone at whatever stage of your career as long as you still have an interest in growth and increasing your knowledge. 

Chaz Miller on having a unique perspective on association volunteerism (Chaz is both an association professional and an association volunteer): When you are on both sides of the fence, as an association volunteer and as an association professional, you see the complexity of it even more. When you work for an association you approach things one way; yet when you're a volunteer, you see it from a different perspective. I appreciate the richness of that experience.

For more stories, see who we highlighted in 2010 at 7 Association Volunteers Tell Their Stories.

So help us get the word out! Go to our fan page Association Volunteers!  and post away. Better yet, tell us your story by emailing me or sending us a note through our Facebook fan page

Finally, now that my college career is over (at least for the time being), I’ve decided I need join an association for my own professional development. After all, as the front desk voice of an AMC, I see firsthand the value that involvement in your association brings to your professional and personal growth. So my goal for 2012 is to find that one place that will inspire me as the experiences of our featured volunteers have inspired them. I’ll let you know how it goes!

3 Words for 2012

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Just love a challenge which is why I couldn’t resist Maddie Grant’s meme (see my reply) or rthe latest from  KiKi L’Italien / Shelly Alcorn’s. There is certainly a part of me that abhors all the resolutions and cute exercises to set a tone for the new year. Let’s face it how many really stick or are even remembered?

Last year after a series of disappointments and angst about all that’s happening in society (not to mention broken resolutions), I started a habit that I have found to be even more satisfying and – yes helpful. Each night as I lay my head on the pillow, I thank God for at least one thing. If I can only muster one, so be it.

While I will certainly continue that, I thought maybe, just maybe I should give this New Year rite a chance. Then I had fun reading Lowell  Aplebaum’ s, Nikki Jekse’s and Jay Daughtry’s posts and was convinced to try.  So I reset my Twitter wall with my public To Do List and offer here the 3 words I think I’ll live by…

PACE

There are three aspects to this: (1) pace myself, (2) pick up the pace and (3) pacing those distracters, work for change. Yes the third reference is a true use of pace; as a preposition it means “with the permission of; with deference to; to express polite or ironically polite disagreement”.  (As an aside, pace is also a company or herd of asses—Bk. of St. Albans, 1486 … hmmm)

Pace has applications to my personal and professional life. In order to be a better dancer and triathlete, I am relearning how to use my body (wow I never realized how wrong my running stride and push-up form was, and how underutilized my core was!). Professionally, I need to both slow down the pace (yep let’s just say no, negotiate more time) and speed up the pace. The former refers to that nagging procrastination!

Lastly, two top goals this year are to help association’s shift their volunteer model and rethink their community model and so do that I believe I have politely disagree with clients and some of my peers. I tend to back-down in public (my first preference is to avoid disagreement and confrontation.)

BREATHE

My goal (and yes I’m 3 for 3!) is to focus on breathing deeply. I am starting with several 60-sec deep breathing sessions a day. When I am frustrated with the kids, client, or the driver in front of me, I am mentally forcing myself to breathe.  And, with the help of my trainer Neghar Fonooni, I am learning the art and science of proper breathing in exercise. (Check out her blog for great ideas to Eat, Live & Be Happy.)

This goes beyond my personal space, as I hope to bring this concept to my work. My volunteers (in our four associations) need more opportunity to breathe in their jobs. I hope to help them do this through stronger support, employing technology and coaching.

CHOICE

Everyone has choices. My volunteers have the choice to serve or not. My presidents have the choice to lead or manage or do. My clients have many choices to change or maintain status quo. My sons have choices in school and with their friends. And I have choices every day. My goal this year is figure out how to make better choices, faster and without guilt, and to help those around me do the same. On this, I am open to suggestions!Rock with message to breathe deep

Not sure how I’ll fare in the end, but with this being Leap Year at least I get one extra day to try. I know that I will accomplish #2 thanks to my token …

What are your words or rites to bring in the New Year?

Meme Time! How are you going to change the world in 2012?

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Maddie Grant kicked off a Meme, in response to Craig Newmark’s post, asking all association peeps to answer “how are you going to change the world in 2012”.

In 2012, I hope to help associations reinvent the volunteer model. With my intrepid partner, Peter, and a host of very cool peeps (like my fellow ASAE Executive Management Section Council team and good friend Leslie White), my goal is to deconstruct the volunteer model. Then, tapping cool examples from the community-service sector along with innovative ideas coming out of a few associations, we’ll explore lots of options, ideas and possibilities.

We know that volunteers are what make associations unique as organizations and fuel our success. But,  even as we in associations embrace new technologies and – to a more limited degree – new business models, we haven’t addressed the volunteer model. We are still recruiting, developing, managing and rewarding as we did decades ago even though this no longer works. ASAE's Decision To Volunteer study sent out an alarm in 2008 that we can expect a turnover rate in our most active volunteers of up to 28%.  It’s time to change.

We’ll get some help on this journey through ASAE. A group of us from the EMS Council submitted an idea for a think tank project that I understand has been selected for funding in 2012. Also, two of us from the Council have submitted a very cool session for Annual Meeting on the topic (fingers crossed!). And, we have an informal group of association execs who are exploring, through open conversations, new models and sharing their own association’s journey. (We welcome more to the table for those conversations – just contact me for details.)association volunteer

Lastly, to help inspire people to volunteer for their association and to shine the light on the great contribution association volunteers make, we launched a Facebook page Association Volunteers! Join us there, like it, add your own comments, and celebrate volunteers you know!

Happy to hear from others … join the meme (hint, hint Leslie White, KiKi L’Italien, Cynthia D’Amour, Frank Fortin,  Kerry Stackpole, Kim Howard).

Wrapping Up a Decade in Business

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10 lit birthday candlesIn January 2002, Peter and I, on something of a whim, opened Mariner Management & Marketing.  We had just both left our “day jobs” (Peter as EVP and me as Membership & Marketing Director for a trade association) at the close of 2001. We had a vision to create a new model for supporting association chapters. In came out of a belief that chapters are a critical link in the member value equation that too often falls short.

Our first step was a research project to identify the make-or-break elements for a successful chapter.  Our white paper, Dashboard Indicators for Chapter Success, captured the findings and a place in the ASAE Component Relations Handbook and the on-line course.

More importantly, it provided for us a roadmap for helping our management clients – all chapters or affiliates of national groups – succeed.  Today, our four clients, Public Relations Society of America Maryland Chapter; Intl Special Events Society DC Chapter; Maryland Recycling Network and Washington DC Metro Chapter of the Appraisal Institute, are testimony that the dashboard is right on. The key ingredient, frankly, is appropriate administrative framework.  Not all chapters are alike so there is hardly one solution. Many do not need a formal board, incorporation, Roberts Rules of Order dictate et al. Some simply must have paid staff and detailed policies and procedures.  Today’s chapter – oft called the chapter of the future – is driven first by function, then by form.

Just as we started the first decade with a search, we’ll embark on the second similarly – in search of new models for association components and volunteer programs. Among the activities is an innovation peer group, begun in 2011 to bring together association professionals with an interest in learning from each other as they embark on new organizational models. We are also working with a number of associations, including SHRM, American Association of Diabetes Educators and Internet Society to explore concepts and applications.

We are equally pleased to note that we will be involved in two new ASAE programs:  the launch of the Advance Component Relations on-line course (I will be co-facilitating and am pleased to have helped develop the program which includes a week on new and emerging models) and the rewriting of the Component Relations Handbook (see current version here).

And beginning next month, we’re rolling out a series of updates and add-ons to celebrate what we believe is the year of new models.

It’s been a great decade and we’re geared for an even stronger second decade.

Teach, Don't Sell

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In the December 14th posting on the Personal Branding Blog, Roger Parker discusses his strategies on a successful content marketing in 7 Content Marketing Tip for Small Business Success. The one point that really struck me was to think of your readers as students and you as the teacher. Don’t focus on selling your brand; instead, concentrate on bringing relevant content to your readers, thus building relationships that will benefits both sides. Give them good editorial content and they will reciprocate.

Seems simple enough, yet I constantly see Tweets and blog posts that are actually advertisements for the author’s products and/or brand. A good example of this is a Yahoo discussion group of which I am a part. I joined to get writing tips and information, but found that many conversations were members selling to other members. So, I turn away. This, unfortunately, also means I could be missing the very information I am seeking.

This selling happens in another way in associations – where association staff (or volunteers in charge of programs or activities) only send out “sales” messages on their listservs, Twitter feeds and emails. You know, that endless litany of save the date for this, register today, here’s the best book on xxx. Like above, members view it as only about the $$. 

Parker’s tips will serve us well here at Mariner as we work on developing content strategies with our association clients. We have to build a relationship with our members, because if members feel they are being sold to, they may simply turn away. And no association wants that.

Random tips, a few ideas and maybe a helpful thought

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  1. Breath deeply every day. I'm trying this and have to admit that I do feel better - instantly - when I breath in deeply and exhale slowly.
  2. Find a fun volunteer opportunity. Not one that you are *required* or *expected* to do. One that you just find enjoyable. I dance at church, at senior citizen homes ...
  3. Subscribe to National Geographic and Popular Science. Then allow yourself to read the editions you want to and ignore the others.
  4. Most chapters will do about 25% of what you (lead organization) want.
  5. Best kitchen investment: Pampered Chef Citrus peeler. Removes the hesitation to eat fresh oranges and grapefruit.
  6. Have a "contact us" page. This year we have received a dozen awesome and unexpected contacts through this page including one yesterday from a long, lost best friend!
  7. Find a trainer with a sense of humor and great sense of self. (Yes, I can recommend one.)
  8. Shop insurance agents regularly. (Note: they don't have a commitment loyalty.)
  9. Thank often but don't expect - or need - thanks in return.
  10. Remember birthdays. 
  11. Best quote of 2011: "But if we smartened up sooner, we'd end up dumber" - read the research behind it- it'll open your mind!
  12. There is a difference between governance and politics.
  13. Acknowledge others - thank you Seth for the blog inspiration!
  14. Mariner survived 10 years just by having a vision, working hard and believing.

A Volunteer's Story - Chaz Miller

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Miller_Chaz%20-%20resize.jpgOur next volunteer is a little different because he is the unique position of being on both sides of the association world: as a professional for a large national association and as a volunteer for his state association. As he puts it...

When you are on both sides of the fence, as an association volunteer and as an association professional, you see the complexity of it even more. When you work for an association you approach things one way; yet when you're a volunteer, you see it from a different perspective. I appreciate the richness of that experience.

Meet Chaz Miller, Director of State Programs for the National Solid Wastes Management Association, a North American trade association representing for-profit companies in the waste services industry. In his spare time, Chaz is an active volunteer with the Maryland Recycling Network (MRN), a Maryland based association of individuals and organizations whose mission is to promote and practice the 3 “Rs” of recycling. Chaz's volunteer experience as includes past positions with ASAE –The Center for Association Leadership on the CAE group and the Government Affairs group. But it's through NSWM and MRN, that Chaz, a long-time advocate of recycling, has found a way to contribute to his personal mission on both the national (NSWMA) and local levels (MRN), proving that one person can make a difference.

Chaz's involvement with recycling (both professional and personally) began years ago, and so it only seemed natural for him to look to any organizations that centered on recycling issues. Enter the Maryland Recycling Network (at the time known as the Maryland Recycling Coalition), a state organization dedicated to promoting recycling in Maryland. Chaz joined in the early 1990s not only because he already knew firsthand how valuable associations can be in advancing a cause, but also because MRN focused on his home state. As with most future volunteers, his involvement was initially limited to membership and to attending the annual conference. By 2000, however, he decided to be more active and offered his services to the board. His decision was based the desire to make an impact in his state, and a desire to influence the very people who had power to help his state...the policymakers in Annapolis.  

Since those early days, Chaz has served as treasurer (2006-2008); chairperson of the Finance Committee (2006-2008); chairperson of the State Recycling Organization Council (2007-2008); association president (2008-2011); and past-president. He currently serves as a director (2011-2012).

While his ability to have a voice in recycling issues around the state is the main incentive for his involvement, Chaz is quick to say that it's the people he has worked with over the years that keeps him motivated: "Personally, it's the satisfaction of being involved with a group of people who share the same professional and personal interests and who want to see—in this case recycling—improve and advance in the State of Maryland."

And Chaz's enthusiasm for MRN is not displaced. In the last few years, the annual MRN conference, held jointly with the Solid Waste Association of North America (SWANA) has drawn approximately 150 participants as well as 25+ exhibitors and sponsors, all involved in promoting recycling and reusable energy. When not planning for the conference, MRN offers webinars to its members on variety of educational topics. In 2009, MRN refurbished its website to include all the latest news in recycling as well as legislative updates, and a recycling resource center available to both members and the general public. To further promote its mission, MRN partnered with Keep America Beautiful for Recycle Bowl, a nationwide recycling competition for elementary, middle and high-school students; and began promoting recycling events such as America Recycles Day and the Maryland Department of the Environment's “Rethink Recycling” Sculpture Contest, a contest open to high school students from around Maryland. Quite an accomplishment!

Chaz hopes to continue volunteering with MRN for a while longer. But, as one who comes from association management, he also recognizes a big problem many associations face is that the same people volunteer year after year, a trend that can eventually lead to stagnancy: "You really need turnover. You need new ideas and new people, and I think that is a challenge that we are clearly facing."  He is quick to add that he is very pleased with his successor to the presidency, Tanya Adams, Recycling Coordinator for Cecil County Recycling. Tanya has only been on the board for three years, and her rise to the top position is a sign there are fresh faces and fresh ideas coming to MRN. When told of Chaz's praises, Tanya stressed that it’s been the support of the current board and directors that has propelled her to her current position. Proof that an association with vision and a strong support system can power on.

Finally, Chaz believes that for associations to be truly successful, they must have the right resources in place. Remember, Chaz's day job is Director of the State Programs for the NSWM, so he has experience on the business side of associations as well as the volunteer side. In fact, MRN has been especially fortunate that several of its board members have been professional involved in working with associations, which gives them a unique perspective once they move from the professional side of the association world into a volunteer position within an association. As Chaz explains, associations don't work like most businesses, so they have to be approached a bit differently. Having the right management handle the business side, whether it's with volunteers or an association management company, becomes very important in allowing the board to focus on its mission and be successful.

Like many of our volunteers, Chaz's final advice is simple: whether you are talking about your professional or personal life, always follow your interests. And while he believes that the word “passion” is overused, he admits it does describe what he is saying:

It's what turns you on. It's where you feel you can make an impact. It's where you feel you can share your experiences and knowledge. It's the old cliché that you get out of something what you put into it. It's that level of personal involvement that makes the difference.

Have a story to share? Or someone whom you think we should highlight? Email me at cblattau@marinermanagement.com. And don't forget to check out the AssociationVolunteers! Facebook page.