Tag: Maddie Grant

Digital Transformation: Where Do I Start?

Posted on | by Elizabeth Weaver Engel, CAE

This is what it really comes down to, right?

Learning about what digital transformation is (and isn’t), why it matters, what barriers are unique to associations, what advantages our industry has – that’s all interesting and useful.

But how do you actually accomplish digital transformation in your association?

Maddie Grant, my co-author for The No BS Guide to Digital Transformation: How Intentional Culture Change Can Propel Associations Forward, and I have you covered:

  1. Assess where you are now.
  2. Secure leadership support and a funding commitment.
  3. Identify strategic areas where digital tech could make a difference.
  4. Review your legacy systems and processes (make sure you’ve got the “digitizing” part covered, for Ross/Mocker fans).
  5. Recruit your team.
  6. Get comfortable with experimenting (for more on how to do this, see the earlier Spark collaborative whitepaper Innovate the Lean Way).
  7. Improve your culture management.

THEN AND ONLY THEN, chose your tech investments and make it happen.

For more on how to do all that – including case studies of associations that have (the Construction Specifications Institute, the Healthcare Financial Management Association, the Independent Community Bankers of America, and the School Nutrition Association) – download the full whitepaper at https://bit.ly/3y4O6dy, no divulging of information about yourself required.

Culture Change + Vendor Selection

Posted on | by Elizabeth Weaver Engel, CAE

As my The No BS Guide to Digital Transformation: How Intentional Culture Change Can Propel Associations Forward co-author Maddie Grant is fond of quipping, that’s what digital transformation is: culture change + vendor selection.

The technologies of digital transformation are:

  • Artificial Intelligence (AI)
  • Cloud
  • Data analytics
  • Internet of Things (IoT)
  • Mobile
  • Social
  • Web

First of all, you don’t want a cloud strategy, or an AI strategy, or a social strategy – you need well-thought-out organizational strategy that includes these things. The tech is not the end – it’s the means to the end of accomplishing your larger organizational goals in a member-centric way. 

But it’s the culture part that gets really tricky. In order to be successful, you’ll need strong, consistent support from your C-suite (and your board or volunteer leadership), actively providing direction and the resources for that change to happen, and that involves identifying and, as necessary, adjusting your culture patterns.

To learn more about how you do that, download the full whitepaper at https://bit.ly/3y4O6dy, no divulging of information about yourself required.

Why Do Associations Struggle With Digital Transformation?

Posted on | by Elizabeth Weaver Engel, CAE

In our research for The No BS Guide to Digital Transformation: How Intentional Culture Change Can Propel Associations Forward, Maddie Grant and I learned that, while associations definitely still have work to do on the technology front, it’s not technology that’s holding our industry back: it’s culture, and more specifically, culture change.

This is also why a lot of the copious digital transformation advice that exists don’t quite hit the mark for associations: for-profit culture is fundamentally different than association culture. 

On one level, that’s because a member =/= a customer.

However, associations also struggle with awkward collaboration, reactive transparency, uneven discipline, and unclear priorities.

To learn more about all of these, and what your association can do to overcome them and use what makes member relationships special to accelerate your transformation efforts, download the full whitepaper at https://bit.ly/3y4O6dy, no divulging of information about yourself required.

What IS “Digital Transformation” Anyway?

Posted on | by Elizabeth Weaver Engel, CAE
What IS “Digital Transformation” Anyway?

When Maddie Grant and I were researching The No BS Guide to Digital Transformation: How Intentional Culture Change Can Propel Associations Forward, we found all sorts of definitions, depending on the perspective of the definer (marketing, tech, HR, C-suite, etc.). People also tend to define digital transformation too narrowly, as just about the adoption of new technologies and/or as adopting a “digital-first” culture.

The thing is, as my pretty post header graphic reads, the challenge associations face in our digital transformation initiatives is that it’s an iterative process that includes both of technologies and culture, and our members. Associations focus on creating more value for our members and for the professions and industries we serve, which means we need to continuously change the way we work, which means we need to be on the lookout for the tools and technologies that will allow us to do that. And the cycle repeats.

Which sounds, if not easy, then at least simple.

So why aren’t we doing it?

To discover the answer, download the full whitepaper at https://bit.ly/3y4O6dy, no divulging of information about yourself required.

Everything You Ever Wanted to Know about Digital Transformation…

Posted on | by Elizabeth Weaver Engel, CAE

…but were afraid to ask.

Organizations of ALL types – for profit and tax exempt – have been talking about digital transformation for many years, and yet association efforts, both to digitize and to go digital, continue to lag.

Why is that?

In our new whitepaper, Maddie Grant, co-founder of PROPEL, and I posit that it’s all about culture. There’s a ton of great research and advice – Maddie and I review a good chunk of it in the monograph – but it’s missing our community because it misses what makes us unique:

associations have both unique advantages and particular challenges we face in trying to transform ourselves, assets and drawbacks that the extensive existing literature on the topic doesn’t really address. Associations have been struggling with digital transformation because the advice that exists on how to do it misses what makes our community special.

In The No BS Guide to Digital Transformation: How Intentional Culture Change Can Propel Associations Forward, Maddie and I analyze a decade of research that demonstrates that the key to lasting, responsive digital transformation is intentional and focused culture change. We delve deeply into how that impacts associations particularly and what association execs need to know and do to be successful in their DT initiatives.

The whitepaper also includes:

  • An interview with Martin Mocker, co-author (with Dr. Jeanne Ross and Cynthia M. Beath) of Designed for Digital: How to Architect Your Business for Sustained Success.
  • A summary of digital transformation maturity assessment tools, and a recommendation as to which we think you should use.
  • A summary of PROPEL’s culture management maturity model.
  • The definitive answer to the perpetual “Should we build an app?” dilemma. (Well, OK, *we* think it’s the definitive answer.)
  • Case studies with the Construction Specifications Institute, the Healthcare Financial Management Association, the Independent Community Bankers of America, and the School Nutrition Association.
  • A series of thought questions for you to use to spark discussion with your team.
  • An extensive list of resources in case you want to dig deeper on any of the topics addressed.

I’ll be blogging about the whitepaper in the coming days, highlighting some of our major findings, but in the meantime I invite you to download your free copy at https://bit.ly/3y4O6dy – we don’t collect any data on you to get it, and you won’t end up on some mailing list you didn’t ask for. We just use the bit.ly as an easy mechanism to count the number of times it’s been downloaded.

And don’t forget to check out some of the other FREE Spark collaborative whitepapers, too:

Preview: The No BS Guide to Digital Transformation

Posted on | by Elizabeth Weaver Engel, CAE
Quote from podcast

I’m so excited to announce that the next Spark collaborative whitepaper will be dropping ONE week from today.

In it, Maddie Grant (Digital Strategist, PROPEL) and I discuss digital transformation for associations, seeking to address what makes the process of digital transformation different for associations. Spoiler alert: it’s culture.

I recently sat down (virtually) with Carol Hamilton of Grace Social Sector Consulting to talk about our findings for her Mission Impact podcast. Some of the topics we touched on in our wide-ranging conversation include:

  • The significance of digital transformation for nonprofit organizations
  • What’s different about digital transformation for associations
  • Avoiding shiny object syndrome in your tech related projects

Check out the full recording here, or on your favorite podcast app.

Happy Fabulous Five, Spark!

Posted on | by Elizabeth Weaver Engel, CAE
Floral design - Flower

Today marks five years since I launched Spark Consulting. As I look back on the past five years, I have much to be grateful for. Leading that list is all the people who’ve contributed to the success of this Big Hairy Audacious Goal.

First, I have to thank all my wonderful clients. Spark would not exist without each and every one of you. I particularly want to thank the American Chemical Society, my very first client, for being willing to take a risk on hiring the new kid in town, and Ross Simons for making the connection between a brand-new consultant and her first lead. Over the years, many of my clients have referred me to their colleagues and/or hired me again for additional projects. I can’t express how grateful I am for their confidence in me and my work.

Back in late 2011, I was working for the Children’s Hospitals Association. I’d been there for a few years and was starting to think about my next move. At the time, I was thinking it would be my first CEO position, leading a small association. I’d been in the biz for 14 years at that point, had my CAE and an MA, had worked in a wide variety of functional areas in association management leading a variety of different types and sizes of teams, and had even served as an acting CEO for a small association. I started applying for those types of positions, despite the fact that when I mentioned I was looking for my next gig, the nearly universal response was, “So you’re launching your own consulting business, right?” I want to thank Shira Harrington (Purposeful Hire) for being the one who helped me understand that being a consultant would be a better path for me.

Maddie Grant, Lindy Dreyer, and Jamie Notter came over to my house on a cold winter afternoon and helped me figure out what I wanted to call this new consulting business, how I wanted to frame the work I wanted to do, how brand Spark and myself, and brainstormed my clever URL (in which a discussion about “GetMeJamieNotter” led to “GetMeSpark”).

When I was starting out, I was fortunate to be invited to join a Mastermind Group that served as my kitchen cabinet, pushed me to define my goals, and helped me think through how to overcome the barriers to achieving them. Leslie White, Peggy Hoffman, Shira Harrington, KiKi L’Italien, and Sohini Baliga kept me on the right path during those critical first two years.

One of the most useful things I learned studying for the CAE 14 years ago was to know what you are – and aren’t – good at, and make sure to surround yourself with great people who know and can do what you can’t. I’ve been fortunate to work with four outstanding vendors on the tasks I can’t do for myself: Bean Creative for my website, ImagePrep for all my graphic design needs, Andrew Mirsky (Mirsky Law Group) for all my contracts and other legal needs, and Moran & Company for bookkeeping, accounting, and tax advice and planning.

My original career goal, back in college, was to be a university professor. I’ve always loved research and writing, particularly long-form essays. One of the most personally and professionally fulfilling things I’ve been able to do since launching Spark is the Spark collaborative white paper series. I now have the freedom to research and write, diving into topics that interest me and that I think are important for our industry.

I’ve been fortunate to work with a host of fantastic contributors for the nine existing monographs: Jeff De Cagna, George Breeden, Tom Lehman, Jamie Notter, Leslie White, Peggy Hoffman, Peter Houstle, Anna Caraveli, Guillermo Ortiz de Zarate, Shelly Alcorn, Polly Siobhan Karpowicz, Tracy Petrillo, Sherry Marts, Joe Gerstandt, Jess Pettitt, and Joan Eisenstodt.

I also want to thank the many association executives who were willing to share the stories of their organizations’ work, struggles, and triumphs in the case studies that illustrate many of the concepts the white papers discuss.

Thanks also go to Alison Dixon (Image Prep), who’s done all the beautiful layout and graphic work on the white papers, and to copy editors Ed Lamb and Joe Rominiecki, who’ve done their level best to save me from my typos and grammatical errors.

The association consulting community more broadly has also served as a tremendous source of inspiration, help, and advice over the years. Many association consultants have generously given of their time and expertise to answer my questions, point me in the direction of resources I need, or just generally help me to buck up when things aren’t going as I’d like them to with the business. We may be competitors, at least on occasion, but we are a community and we help each other out, and that’s priceless.

Finally, and perhaps most importantly, I have to thank my spouse, Jim. When I came home from that fateful lunch with Shira nearly six years ago, I was nervous. As far as he knew, the plan was to land a CEO position, with the attendant salary, benefits, and security. I knew I was about to announce that I might want to throw all that over in favor of the risk, excitement, and uncertainty of launching my own business. This change in direction would have a dramatic effect on him and his life as well, and I didn’t know how he’d respond.

When I told him what had happened over lunch and what I was thinking, he responded: “I think that’s a great idea. I think you’d be a terrific solo consultant. You should definitely do that.”

“Well damn,” I thought. “If he’s that confident, what in the hell am I so worried about?”

Five years later, here we are. It’s been a thrilling, challenging, amazing, terrifying journey so far. I can’t wait to see what the next five years bring.

Photo by Peedee on Unsplash

Further Election 2016 Association Industry Responses

Posted on | by Elizabeth Weaver Engel, CAE

ASAE has posted further clarification of their position on the incoming administration.

While I am heartened to see ASAE specifically mention “…work[ing] with the new administration in a manner consistent with our commitment to diversity and inclusion…,” I believe it to be, overall, an inadequate response.

I should note that ASAE’s response was published before the Letter to John Graham and Scott Wiley came out on Monday, November 21. So it, of course, is not a direct response to that letter. However, ASAE offers nothing by way of specifics as to how we will go about protecting those who are most at risk among our own employers, our members, and other audiences we serve.

Reasonable people of good will can disagree vigorously on policies that impact both business and the public. This disagreement often produces compromise policies that are superior to the original positions of either side.

However, questioning the fundamental rights and full humanity of our fellow citizens and of the citizens of the world is a moral issue around which there can be no compromise.

My co-authors/co-signers may also wish to weigh in with their thoughts, but I remain firm in my position that ASAE needs to take specific steps to:

  • Ask Mr. Trump to repudiate his rhetoric that is in direct violation of our pillar on diversity and inclusion.
  • Ask Mr. Trump to denounce the hate crimes, attacks, and violence that are being perpetrated by his supporters in his name.
  • Appoint an ombudsman.
  • Pledge to increase transparency around and community involvement in how political and policy-related decisions are made.

Among the other specific steps the letter’s authors requested.

MANY associations are taking strong positions that manage to balance pledging cooperation without compromising on their core principles or attempting to normalize behavior and rhetoric that should not be normalized. The SocialFish blog has an excellent post listing and quoting excerpts from some of those statements, and, as I noted yesterday,  associationvoices.com is collecting more. I urge you to follow @assocvoices on Twitter to keep abreast of that conversation and, if your association has issued a statement, to email it to associationvoices@gmail.com for inclusion in the project.

 

 

Review: When Millennials Take Over

Posted on | by Elizabeth Weaver Engel, CAE

“Every 20 years or so, a new generation enters the workforce, and the rest of us, quite frankly, freak out about it.” 

Cover Image - When Millennials Take OverI recently had the opportunity to read a review copy of When Millennials Take Over, a new book by Jamie Notter and Maddie Grant designed to help us get past the freak out and to a “ridiculously optimistic” view of the future of work.

Their basic thesis is that the environment in which our organizations operate has changed – we have to move faster, with less hierarchy and more sharing of information, and learn how to be digital native institutions.

Sounds hard, right?

Fortunately, the Millennials, the generation born between 1982 and 2004, can help us. Although GenX is currently the largest segment of the workforce, within the next three years, the Millennials will be taking over. And that’s a good thing. As Notter put it during a recent book release event sponsored by ASAE: “The goal is not to ‘deal with’ Millennials but to learn from them. It’s not that Millennials are extra special or have all the answers, but they’re a ‘secret decoder ring’ to help us understand and adapt to these changes.”

Notter and Grant have identified four key capacities that they believe will drive the future of business:

  • Digital
  • Clear
  • Fluid
  • Fast

Digital expects widespread customization and personalization, which includes staff as well as customers and members, and continuous improvement. Going digital is not just about how much you spend on technology (although most of us ARE underinvesting); it’s also about developing a digital mindset, in which you design around the needs and convenience of your audiences (both internal and external), even if that makes things harder for the organization.

tl;dr: In the era of Amazon and apps, your old excuses for 20 years outdated tech and processes won’t fly.

Clear demands information at everyone’s fingertips. Millennials have always had the “why” explained to them – that’s how they were raised. The great thing about this is, when our organizations share more information in a more transparent way, we dramatically increase both the speed and the quality of the decisions we make.

Fluid requires us to break out of our silos, not to the point that there’s no hierarchy at all (Google tried that and found it didn’t work), but to the point that teams are flexible and ad hoc, and different people get opportunities to lead based on their skills match with the project and task at hand. That means that EVERY person needs to know what your organization’s key performance indicators, that is, the keys to success, are.

Fast is the end result of all of these. As Notter and Grant point out, not everything needs to be ultra-fast all the time – there is still room for institutional knowledge and deliberation – but speed is important. As Grant observed at that same book release event, think about how quickly you dump a smartphone or tablet app that doesn’t work as expected. We need to move faster on idea generation, creating rudimentary prototypes, gathering information, and improving/scaling, pivoting, or killing those ideas as appropriate.

tl;dr: Don’t do another member survey! And don’t make decisions about what to do based on the HiPPO (Highest Paid Person’s Opinion). Create a Minimum Viable Product, and decide what happens after that based on actual data about whether people buy and use it, and what they think about it.

The book makes an excellent companion to Notter and Grant’s earlier Humanize. But where Humanize was a bit heavier on theory, When Millennials Take Over focuses heavily on the practical, sharing detailed case studies of four organizations who exemplify the authors’ four key capacities:

The American Society for Surgery of the Hand, a small membership organization that still manages to invest well in technology, personalize and customize, learn from experiments, and incorporate results-only work environment principles.

Menlo Innovations, a software firm that is so transparent about information that they’ve invented their own resolutely low-tech project management system so that every person knows exactly what every other person’s top priorities are and where they stand on achieving those goals. This lets teams that are ahead of schedule know immediately who needs help and offer it without the intervention of boring project status meetings or project managers or complicated negotiations over email. Menlo even invites clients into the office on a weekly basis so they can see first-hand what’s going on with their projects and make more effective decisions about their own budgets and priorities.

Quality Living, a rehab center for people recovering from brain and spinal cord injuries, that understands the importance of shifting decision-making authority and action to the individuals and groups who are best equipped to be successful in a particular situation, no matter what their official place in the organization’s hierarchy. That might mean that someone very “low level,” who is closest to the patient and her needs, values, hopes, and dreams, directs care for that patient across the entire team of more “senior” people.

Happy State Bank, a community bank operating in Texas, that is able to make good decisions almost absurdly fast thanks to their laser focus on caring and relationships (not exactly traditional for financial institutions). As Notter is fond of pointing out, trust enables speed, and that’s exactly the environment Happy State has created, not just among staff but between staff and customers.

Ultimately, this is about all of us – Boomers, Xers, and Millennials – working together for the good of ourselves, our organizations, and our customers/members. We take turns leading the change:

For every Luke Skywalker (Millennial), there is always a need for an Obi-Wan Kenobi (Baby Boomer), and even an occasional cynical and independent Han Solo (Generation Xer). We know it is cliché, but we’re all in this together.

When Millennials Take Over is available in Kindle and print editions at Amazon.com. For a limited time, the Kindle edition is only $0.99 (that is not a typo), or you can download a chapter as a preview for FREE.

 

Meme Time: Changing the World in 2012

Posted on | by Elizabeth Weaver Engel, CAE | 2 Comments on Meme Time: Changing the World in 2012

Maddie Grant has thrown down the gauntlet of the first meme challenge (that I’m aware of) of 2012: How am I going to change the world in 2012?

The responses are already starting. I particularly like Jeffrey Cufaude‘s reframing of the problem: start by changing your own world and maybe you’ll be able to change THE world.

What’s my answer?

I’ve long believed that when the same thing keeps popping up for you over and over, you should probably start paying attention, since clearly the universe is tapping you on the shoulder.

What’s been tapping me on the shoulder lately?

Diversity and inclusion.

First there was Joe Gerstandt‘s amazing Fly Your Freak Flag session at ASAE11.

Then Jeffrey Cufaude wrote a fantastic blog post that drew a ton of comments and that, rumor has it, is about to appear as a full lengthe article in an upcoming issue of Associations Now.

Those two inspired this post.

Then I had the chance to meet the amazing Constance Thompson from ASCE at the October idea swap, which also provided food for thought and, with a little luck, a session at an upcoming ASAE conference.

Then, of course, the calendar year ended with this.

How *are* we doing on D&I in associations? Short answer? Not well.

And I can’t change that by myself. And neither can you.

But I can light one candle. And so can you. So that’s what I’m going to do: do what’s in my power to shine a spotlight on diversity and inclusion and where we fail and how we can pick ourselves back up and try again.