Category: innovation

Book Review: The Back of the Napkin

Posted on | by Elizabeth Weaver Engel, CAE

Yes, I know this book was published in 2008, and it’s been sitting on my “to read” pile almost that long.

Fortunately, the Association Chat book club got me to bump it to the top of the pile, and I finally read it last month.

The book’s subtitle is: solving problems and selling ideas with pictures, and teaching you to do that is author Dan Roam’s ostensible goal.

Short version: it’s a great concept, but I’m not quite sure how to implement it.

Longer take:

According to Roam, there are three types of people: black pen types (who LOVE to draw ideas), yellow pen types (who are quick to jump in to edit and add), and red pen types (“I can’t draw”). Confession: I am definitely a red pen type.

On the other hand, I also LOVE visual representations of information. I love infographics. I’m always the one urging colleagues to use fewer words and more pictures to share information with senior leadership. I think every organization’s board status report should be a series of 5-10 key metrics that are tracked over time and shared in graphs or charts. I’m the person who infamously talked a panel  for the 2009 ASAE Annual Meeting into doing a presentation with NO words on the slides (that didn’t go over all that well).

So what I’m saying is that, while I am a red pen, I’m also someone eager to be persuaded that representing problems visually can help us solve them and to learn how to do it.

I’m just not sure that this book can get most of us there.

It’s not that Roam doesn’t provide plenty of information and explanation. He spends almost 150 pages explaining six key ways of seeing and five key ways of showing, then placing all that into a grid (page 141 if you have the book handy) that can tell you, based on the type of framework you need and a short series of either/or questions, which type of picture you’re going to need to explain what’s going on and spot a solution.

The second half of the book uses a single case study to work readers through the ways of seeing and showing, the framework, and the questions to get to, in chapter 15, a not-immediately-obvious solution and description of how one would present that solution to a team of executives.

But I still don’t feel like I would be able to apply the techniques he describes successfully the next time I’m faced with what looks like an intractable problem at the office.

Maybe I just need more practice. I have, in my last two positions and since hearing Roam speak at ASAE’s Great Ideas Conference a few years ago, insisted on having a white board in my workspace. I even use it sometimes. And once in a while, it doesn’t even feel forced.

The book does, however, make a GREAT case for hiring Roam to help your organization solve big, hairy problems, assuming you can afford him. And maybe that’s really the point.

Forget the Box! There is no Box!

Posted on | by Elizabeth Weaver Engel, CAE

How often do you hear the phrase: “think outside the box”?

I’m guessing the answer is: “way too damn much!”

When did we decide that ideas are supposed to live in boxes?

(Well, OK, we can find the origin story, but that still doesn’t answer the question.)

Or that ideas could be divided into “box” (aka “safe”) ideas and “non-box” (aka “risky” or “wacky” or “dangerous”) ideas?

What if we forgot about the stupid box entirely? What if there was no box to confine or exclude our ideas? What if there were just ideas, available to be evaluated on their own merits, not their relationship to some cliched box?

 

Who Are Your Allies?

Posted on | by Elizabeth Weaver Engel, CAE | 1 Comment on Who Are Your Allies?

Associations, particularly small associations, tend to suffer from a lack of resources, aka “that’s a great idea, but we don’t have any money for it.” Which can have a seriously negative consequences on impact and what the organization is able to accomplish.

One way to address this is through creating a network of allied organizations.

So how do you do that?

The first step is research. You need to figure out what organizations have similar enough, but not identical, missions and audiences. You’re looking to compliment each other, not to compete. And you want organizations that are at a similar level of influence. Too many orders of magnitude bigger or smaller, and the power dynamic gets out of whack, which can make it hard to find mutual benefit.

The next step is to think through what mutual benefit might look like. What can you offer that they might want? What do they offer that you want? Can you create packages of roughly equivalent value? Possible areas of interest might include discounts for members on programs, products or services, exhibit booth swaps, conference speaking session swaps, mailing list swaps, ad swaps, article swaps, guest blogging, joint products, advocacy alliances, joint workshops or webinars, applying for research grants together…think through everything both organizations offer and look for places you could work together.

Third, you have to make contact. This is where things like LinkedIn can come in handy. Look for a path, ideally, to the person who seems most likely to be able to say yes or no, but also realize that the first person you’re able to connect with might not be the right person to negotiate a relationship. Don’t be afraid to pick up the phone, and do be persistent but don’t be obnoxious.

Assuming you find the person with the appropriate authority and willingness to make a deal, the next step is to negotiate something that will work for both of your associations. You want both organizations to have an initial positive experience, so your beta should be structured to make that as likely as possible, which means start small. But brainstorm big. Assuming your first test goes well, you want to have ideas waiting in the wings to expand the relationship.

Lather, rinse and repeat with additional organizations, and watch your association’s sphere of influence expand exponentially.

Big Risk, Big Reward

Posted on | by Elizabeth Weaver Engel, CAE | 2 Comments on Big Risk, Big Reward

This is IT. You’ve just come up with THE game-changing idea for your organization. It’s going to transform membership, and through it, your profession or industry.

Upside: potential HUGE reward.

Downside: equally HUGE risk.

But we’re associations. We’re risk-averse. So don’t do it, right?

WRONG.

Part of making a big impact is being willing to make a big bet. But be smart about it. Do your homework on your audiences. Run a beta test. Get member input, and not just from your board. Invest. Determine in advance how much you can invest before you need to start seeing a return. Have a plan B and a plan C. Define what success looks like. Be ready to capture what you learned, whether it works or not. Iterate. Know what your exit strategy is.

You only get so many opportunities to take the big leap, so choose carefully. If you do, you’ll start a virtuous circle where you get MORE opportunities to take those game-changing risks because you know how succeed AND fail well.

Do We REALLY Know What Our Members Need?

Posted on | by Elizabeth Weaver Engel, CAE | 3 Comments on Do We REALLY Know What Our Members Need?

For ONCE I was able to participate in #assnchat this week! KiKi was taking the week off, so Nikki Jeske (aka “Affiniscape“) hosted. Nikki did a great job, but I thought her closing question was particularly good:

[Q7] What’s one thing you could do TODAY to better serve your members? Go do it! #assnchat
— Affiniscape, Inc. (@affiniscape) January 10, 2012

And….there was silence. And this was in the midst of a hoppin’ #assnchat. Which I think was really informative. I don’t think we know the answer to that question. I think, if most of us association professionals were honest with ourselves, we’d admit that we’re so insulated from our members that we don’t know what they need. We know what WE THINK they need, but we don’t truly know what they think they need.

So my real A7 is: find ways to have more interaction w mem so I can answer that question from place of knowledge #assnchat
— Elizabeth Engel (@ewengel) January 10, 2012

Of course, that begs the further question: how? How do you – how do I – ensure that meaningful member interaction between large numbers of our members and large percentages of our staff takes place on a regular basis? And how do we capture the knowledge that results?

I don’t know the answer to this – but I damn well am going to try to find out.

Book Review: Humanize

Posted on | by Elizabeth Weaver Engel, CAE | 1 Comment on Book Review: Humanize

If you’re one of my regular readers – or someone who knows me IRL – you probably know of my disdain for business books. Generally, they state the obvious or the *painfully* obvious at a fifth-grade reading level, with LARGE print on pages with LOTS of white space. I firmly believe that, with very few exceptions, reading them actually makes you dumber.

So I don’t say this lightly: Humanize is genius.

Authors Maddie Grant and Jamie Notter use the lens of social media to examine our “modern” business, management, and leadership practices and find them au courant…with the Industrial Revolution. At that time, perhaps a mechanical view of the world made sense, or at least more sense than it does now. But social media has spurred a revolution in the way people relate to each other on the individual, micro, and macro levels. The genie’s loose, and he’s not going back.

And while we shouldn’t – and in many cases don’t – even want to go back, our organizations are not keeping pace. Our focus on best practices (imitation) over innovation, a strategic planning process that assumes that the future is knowable and unchanging, human resources management that relies on hierarchy, org charts and knowing (and keeping to) your place, and leadership that’s viewed as some sort of “secret sauce” that individuals either have (so they get to be at the top of the org chart) or don’t (so they’re one of of the proles) keeps us stuck in those old systems and patterns that are killing us.

Maddie and Jamie go on to identify four key qualities that can help our organizations be more human (or, more accurately, stop trying to force organizations made up of people into an assembly line mentality): being open, trustworthy, generative, and courageous. In the meat of the book, they examine how these four qualities, expressed through the mediums of organizational culture, internal process/structure, and individual behavior, have the power to create organizations that, to quote p. 247, “inspire us and bring out the best in us.”

If business people read, accept and implement the ideas contained in Humanize around these qualities and how they can be fostered at the personal, process, and organizational level (hardly a given of course), I believe this book has the power to RADICALLY transform our organizations and, just possibly, save the world of associations in the process.

 

“Done is the engine of more.”

Posted on | by Elizabeth Weaver Engel, CAE | 7 Comments on “Done is the engine of more.”

A few months ago, I was having a discussion with some smart association peeps, and we got talking about the fact that, in membership organizations, it’s not so much that we fear failure for its own sake. What we really fear is criticism – from our colleagues and bosses, sure, but even more so from our members and boards.

Because of that, we’re change-averse, decision-averse, and completion-averse. If I keep working on a project forever, and never roll it out, no one can ever find anything wrong with it, right?

The thing is, all those partially completed projects that should’ve been done in 6 weeks but drag on for 6 months weigh us down. If it’s never finished, you never get to check that one off and move on to the next project or idea. You never even get to move on to the 1.2 version of the current project.

We get so caught up in the “everything has to be PERFECT” mindset that we shut out our members and their ideas and opinions, and make them passive consumers rather than active partners.

What if, rather than waiting until we had everything just so to roll out our new member service, we went to our members with: “This is a new service we’re considering. We don’t have all the kinks worked out yet, so we know some of you will want to wait to check it out until it’s in a more completed form. And that’s fine. But for those of you who are willing to try something that may not be 100% functioning yet, we’d love it if you could test it and give us your feedback so we can make sure that, once it is fully ready, it truly meets your needs and is easy for you to use.”?

What would that world look like? How much more engaged would your members be? How would that change their perception of ownership in your association? How would that impact relationships between staff, members and board? How much faster could you move? How much more could you provide for your members?

She Tells Two Friends…And They Tell Two Friends…

Posted on | by Elizabeth Weaver Engel, CAE

Remember that old Faberge shampoo commercial, where the hook was that the shampoo was SO amazing that a woman told two friends about it, and then they each told two friends, etc., until the screen was covered with little boxes containing pictures of female heads with awesomely feathered hair?

Witness word of mouth at work.

The exact number offered differs, but we’ve all heard the old trope that someone who has a good experience tells a small number of other people, while someone who has a bad experience tells a MUCH LARGER number of other people.

For associations, the customer service we offer our members is a huge source of word of mouth, positive and negative.

So how can you make sure your customer service is in tip-top shape?

First of all, even if you’re “senior,” don’t take yourself out of the loop. It’s easy to say: “Let the call center/junior staff handle it. I’m too busy/important/expensive.” Wrong. The day-to-day treatment your members receive IS your organization to them. No matter what super-important, high-level project you’re working on, if your members have a lousy experience every time they call, email, or otherwise ask for help, they aren’t going to care.

Second, empower your staff. Tell all your front-line staff that they have the authority to do whatever seems fair to them to resolve a member’s problem without fear of punishment. And back that up. Yeah, they’re going to make mistakes. And you’ll want to make sure that post-game analysis is part of your process, so you can talk through what your staff chose and whether there might be an even better way to respond the next time. But seriously, your word on “no punishment” has to be IRON CLAD. If it is, I guarantee that beautiful things will happen between your staff and members.

Third, secret shop, or better yet, ask trusted members to do so for you and report back.

Fourth, ask your members. We all survey, actually probably over-survey, our members about EVERYTHING. And we love those Likert scales, because we can make all sorts of pretty charts and graphs from them. But ranking your conference location or the quality of a webinar speaker or the ease of your renewal process on a 1-5 scale is way less important than this one question, that should be on every survey you ever send:

“If there was ONE THING we could do to make your experience withbetter, what would it be?”

Yep, that’s an open-ended comment box type question, which means you won’t be able to make a nice graph out of it that you can show to your boss or your board and compare across time. And 90+% of the time, it will be empty when your survey is submitted. But 10% of the time, you are going to get fantastic intel about what your association could be doing that would make a real difference for your members and other audiences. And isn’t that why you exist in the first place?

Do Your Incentives Make Sense?

Posted on | by Elizabeth Weaver Engel, CAE

I had the chance to have breakfast yesterday some membership professionals who are new to ASAE. Their organization has both individual and group membership, and they were looking for ideas on ways to increase both recruitment and retention.

We had a great conversation and shared lots of potential ideas they could pursue. But one thing jumped out to me immediately. Their group memberships (80% of their members) are paid by companies. Their individual memberships are almost universally paid by the individuals. And they cost more and offer fewer benefits.

Spot the problem?

Now the association has good reasons to want people to join as groups. Having the entire team as members is better for the member organizations, and the administration is easier for the association. So just flipping that equation – dropping the price for individuals and offering them more in the way of benefits – would be counter-productive.

But they will want to increase individual membership.

So what we discussed as a solution was to find what’s common among the individual members that’s not among the members that join as a group. Are their companies smaller? Are they from different industry segments? Are they earlier in the profession or their careers? Once the association can figure out what makes those individual members different (why are they joining as individuals rather than a group in the first place?), they can develop offerings that address those different needs. If they’re able to do this carefully and well, charging more, less, or the same as the group memberships won’t matter – the members will segment themselves appropriately based on their needs.

Do the incentives you offer your audiences make sense from the perspective of their needs and your own as their membership association? If not, what are you going to do about it?

Idea Swappin’

Posted on | by Elizabeth Weaver Engel, CAE

This week’s Super Idea Swap at ASAE was great, as usual! We had lots of new faces – and plenty of familiar ones – and sessions with different topics than we often see.

I chose to participate in the session on diversity in the morning, led by Constance Thompson from the American Society of Civil Engineers, and Clinton Anderson, from the American Psychological Association. In the afternoon, I participated in the session on generations in the workplace, led by David Miles from the Miles LeHane Companies.

My top takeaways included:

  • When pairing up mentors and padawans, stop putting like with like (Asian man with Asian man, Latina with Latina, etc.), and look at people’s professional goals and who can best help them meet those goals.
  • Diversity is about how we’re the same and different. Inclusion is about using diversity to make us and our organizations better.
  • DJ Johnson shared two great tools: the diversity wheel and the concept of the diversity paradigm by Roosevelt Thomas.
  • If you don’t measure it, you can’t change it – getting data from our audiences is key to becoming more diverse as organizations, but we have to be transparent about why we want the information to allay people’s fears about sharing it.
  • We have to let people express the “who cares?” thoughts, since stifling those uncomfortable conversations helps no one.
  • Conflict is a sign of diverse voices, which, to a group that has been historically homogenous, feels threatening.
  • The decisions of a heterogeneous group take longer, but tend to produce better outcomes.
  • “Do you know next?”