Lies, Damn Lies & Statistics?

Association execs consume – and produce – a lot of research in our day-to-day work, but most of us don’t have formal training in research. A lot of the language of research programs– p-values and confidence intervals and margins of error – can be pretty jargony, and some of the concepts behind what makes for good (or less good) research can be challenging for people who haven’t had the opportunity to take a graduate level methods course.

How can you be sure that the research you’re using or sponsoring is giving you the insight you need to make good decisions? How can you protect your association’s reputation as a trusted source of unbiased information for the profession or industry you serve?

In the latest Spark collaborative whitepaper, Caveat Emptor: Becoming a Responsible Consumer of Research, Polly Karpowicz, CAE and I tackle the sometimes thorny issue of what you need to know to be a savvy consumer and sponsor of research even if you DON’T have a formal background in research methods or much formal training (which, let’s be honest, most of us don’t).

The whitepaper also includes:

  • An interview with Dr. Sharon E. Moss, co-editor (with Sarah C. Slater) of The Informed Association: A Practical Guide to Using Research for Results, on ethical practices in research.
  • An interview with Dr. Joyce E. A. Russell, The Helen and William O’Toole Dean at Villanova School of Business, on developing discernment in assessing research.
  • An interview with Jeff Tenenbaum, Managing Partner at Tenenbaum Law Group PLLC, on avoiding antitrust liability.
  • Case studies with the American Association of Colleges of Pharmacy, the Association of American Medical Colleges, the Casualty Actuarial Society, and IEEE.
  • A plain English review of key research terms, and a brief explanation of the rules of formal logic (and how they affect research work).
  • Recommendations for books, articles, websites, podcasts, and courses you can use to improve your research skills.
  • 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 more 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/3SYJiAO – 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, on topics ranging from content curation to digital transformation, blockchain, DEI, lean startup, member-centric engagement, and more!

Formality Is Not Always Good

Formality Is Not Always Good

Associations tend to default to a formal tone in communications. It feels safe. It can be hard to nail being appropriately funny, and no one ever got in trouble for being excessively formal, right?

Well, no.

A colleague recently shared some “tips” that had been sent to presenters for an association virtual event by the virtual event provider. The goal appears to have been to help the presenters look and sound good, and at least some of the points they made were useful ones about lighting and keeping your energy up and reducing distractions. All valid.

The problem was the tone. In an effort to sound “professional,” the vendor sounded condescending.

Further, as any Black woman can tell you, “look professional” has often been weaponized in racist ways to criticize hairstyles that are protective for natural hair and to “other” anyone who isn’t a cis white man. Also, “ladies, wear makeup.” C’mon, man!

The backlash caused a large problem in a small organization, with at least one board member resigning, people pulling papers from the event, and calls to stage a competing crowd-sourced event on Zoom.

What if they’d made the same points with a little lightness of tone?

For example: “Unless you’re going for an ‘I’m in the witness protection program’ vibe, make sure your lighting is coming from in front of you (not overhead or behind).”

Or: “It can be hard to keep your energy up in an empty room. Maybe invite your pet to be your audience?”

Or even just a simple: “We’ve all been in the situation of thinking something was out of camera range when it wasn’t. Remember to do a visual check before presenting to make sure all appears as you’d like it to.”

Or, even better: “We know a lot of you now have a lot of experience with presenting in a virtual environment. Share your tips to help your fellow presenters have a good experience at….”

In short (something I write and talk about a lot): be a real person with your members, not Business Writing 101 Bot.

Photo by Scott Webb on Unsplash

Open Letter to ASAE

Monday, January 11, 2021

Susan Robertson, CAE, President and CEO, ASAE: The Center for Association Leadership

Stephen J. Caldeira, Chair of the Board, ASAE: The Center for Association Leadership

 

Finally, a line has been crossed and associations are standing up to say “enough.”

Many of us in the association community have watched in dismay in the past four years as the Trump administration violated civil rights, our democratic norms, and human decency, and our community, too often, was silent. Among the Trump administration’s many violations: 

  • Implementing draconian measures to block travel by Muslims, including US green card holders, to the United States.
  • Forcibly separating undocumented immigrant children from their parents, 545 of whom still have yet to be reunited with their families.
  • Ordering members of the National Guard and other law enforcement personnel to attack peaceful protestors in front of The White House who were speaking out against racially-driven police brutality and affirming that Black Lives Matter in order to stage a photo op.
  • Denying science and willfully mismanaging the response to a global pandemic that has resulted in the death of more than 365,000 Americans, a number that increases daily.

Finally, when Donald Trump incited his radical right wing supporters to attempt to overthrow the results of the November election and encouraged them to commit acts of domestic terrorism against our own government by attacking the United States Capitol, associations spoke out strongly.

The National Association of Manufacturers called immediately for Donald Trump’s removal from office via the 25th Amendment to our Constitution.

They were quickly followed by others, as reported by Politico

  • The Business Roundtable noted that the attempted insurrection “makes clear that elected officials’ perpetuation of the fiction of a fraudulent 2020 presidential election is not only reprehensible, but also a danger to our democracy, our society and our economy.” 
  • North America’s Building Trades Unions President Sean McGarvey demanded Trump either resign or be removed via the 25th Amendment, along with Republican lawmakers who objected to certification, singling out Sens. Ted Cruz and Josh Hawley by name. 
  • Jim Nussle, leader of the Credit Union National Association and a former Republican Member of Congress, announced that he is leaving the GOP, “outraged and devastated by the actions of too many elected Republicans (some I know and served with) and supporters.” 

Mike Sommers, President of American Petroleum Institute, when asked by the Washington Post about Trump’s role, said: “I blame him completely. He has proven himself unworthy of the office of being president.” 

NTEN, the Nonprofit Technology Education Network, immediately sent a letter to members that modeled a proactive problem/solution/support approach, which read in part: 

“President Trump incited an angry mob as part of his ongoing attempt to undo President-elect Biden’s election. NTEN supports the calls for the House of Representatives to impeach President Trump. We also support calls for the Cabinet to invoke the 25th Amendment and remove him from office immediately.

Meanwhile, our immediate challenges continue to need our combined efforts. Even during a coup, nonprofits across the U.S. are providing community members with food, shelter, and health care. It’s alright to feel exhausted and overwhelmed. But you’re not alone in the struggle. We see you. We support you. And we’re here with you.”

In contrast, on Thursday, January 7, 2021, ASAE released, via tweet and an unsigned email to members, a weak and equivocal statement that condemned the “breach by rioters” but refused to name them, call out who was responsible, or take any position on a solution

To quote Washington, DC Ward 6 Council member Charles Allen: “This was not a protest; this was a violent act against our country. It was terrorism, period… [we] will not be safer unless we tell the truth of this moment and name those who foment or perpetuate racial and anti-Semitic terror and white supremacy. This requires collective and individual accountability.” 

It appears that ASAE is trying to skip directly to reconciliation without first doing the hard work of acknowledging who is responsible – Donald Trump, his many enablers in the Republican party and right-wing media, and his supporters – and taking active steps to create restorative justice. 

What would requiring accountability look like? 

To quote ASAE’s Diversity and Inclusion statement

“Building on our 30-year D+I commitment, we are especially concerned with creating space for the difficult conversations, hearing the voices least heard, and providing leadership where it is needed in governance and operations.”

If, even in the wake of the shameful white terrorist insurrection that took place in its own backyard, ASAE is not willing to publicly engage those difficult conversations and provide leadership by taking  substantial and significant action to support racial justice, claiming a commitment to diversity and inclusion is meaningless. 

The path to restorative justice is neither easy nor fast and must engage many more members of the association community than the authors and co-signers of this letter.

One concrete action ASAE could take immediately would be to pledge that APAC will not now or in the future contribute to any candidate or incumbent who supported Donald Trump’s attempt to overturn the results of the election, whether through signing on to the Supreme Court amicus brief, speaking against election certification on the floor of the House or Senate, or voting against certifying any state’s electoral college votes. 

We call on ASAE and our friends and colleagues in the association community to do the hard work of bending the arc of the moral universe towards justice.

 

Elizabeth Weaver Engel, MA, CAE, Chief Strategist, Spark Consulting

Barbara J. Armentrout, CAE

Joan L. Eisenstodt, Chief Strategist, Eisenstodt Associates, LLC, and Past Chair, ASAE Ethics Committee

Dina Lewis, CAE, President, Distilled Logic, LLC, and Member, ASAE Communication Professionals Advisory Council

Sherry A. Marts, Ph.D., President and CEO, S*Marts Consulting LLC

Maggie McGary,CEO & Chief Strategist at McGary Associates

45 additional ASAE member association executives signed onto the letter between January 11-31, 2021. The letter was formally sent to Ms. Robertson and Mr. Calderia on Tuesday, February 2, 2021. If and when ASAE responds, I will update this post.

ASAE responded on Monday, February 8, 2021. You can read a PDF of their letter here: ASAE Response to Feb. 2 Open Letter.

 

Three Challenges – Three Opportunities

child standing at the foot long staircase - possibly at Mosque of Hasan II in Casablanca, Morocco

As we look to 2021, I see three main membership challenges for associations:

  1. Remember that membership is a lagging indicator. Per Marketing General’s annual Membership Marketing Benchmarking Report, the Q4 2007 economic crash didn’t fully show up in association metrics until 2009. As hard as this is to hear, given what’s happened in associations this year (canceled meetings, revenue down, staff layoffs), it’s unlikely we’ve seen the bottom yet, and it’s likely we won’t see it for another 12-18 months. Ouch, I know.
  2. Despite the good results on the vaccine trials for Pfizer, Moderna, and AstraZeneca, this long period of extreme uncertainty is far from over. For instance, we’re still not sure when we’ll all be able to travel again and really can’t even predict yet. This impacts association meetings, which in turn impacts everything most associations do because the conference often provides 30-50% of annual revenue.
  3. What you did yesterday won’t work today. Your members, customers, and the entire industry/profession community your association serves need you now in ways they don’t when everything’s fine, and what they need from you today, the challenges they’re facing, the goals they’re trying to achieve, are vastly different than they were a year ago. They’re different than what they were A MONTH AGO.

I also see three related opportunities:

  1. Don’t sleep on what’s going on with your members. Now is the time to be on the phone with them asking about what’s going on with them and paying attention to trends in your profession or industry. This is particularly important since we’ve lost opportunities to have the type of casual, in-person conversations we normally have at in-person events, trainings, board meetings, chapter events, committee meetings, etc. this year. Don’t assume you know, and don’t assume your board members’ experiences are typical of your entire membership base. You have the chance to become more than a “nice to have” – you can become a vital partner in their success. Don’t miss it.
  2. You need contingency plans. Back to the example of an annual conference, unlike six months ago, there are success stories on going virtual. The BEST CASE is your meeting will have to be a hybrid event if it’s due to occur any time before Q3 2021 (the best estimates right now are that it will take at least that long before enough people have been vaccinated to achieve reasonable herd immunity) and even then, some significant percentage of people will likely still be unwilling to travel. So plan for that NOW, not in six months when your registration is lagging.
  3. Now is the time to try something new or different. I’m going to keep using the conference example, where many associations that were forced to pivot suddenly to having a virtual event saw attendance grow and new segments of their members and other audiences participating who had been unable to participate in an in-person event in the past (travel and time away are much bigger “costs” than registration). Don’t lose what you learned there about including that audience and what they’re looking for when you can resume in-person events. We’re all having to do everything differently anyway, so if you have an underperforming program you’ve wanted to end or something you’ve wanted to experiment with, now’s your chance.

What trends do you see impacting membership, or associations more broadly, in 2021? What opportunities will they provide?

Photo by Jukan Tateisi on Unsplash

Stop Trying to be Google

If an association wants to move beyond mere aggregation and serve your members by providing real curation, what should you do?

To quote my co-author HilaryMarsh: “Stop trying to be Google.”

Quoting from our new whitepaper, Cut Through the Clutter: Content Curation, Associations’ Secret Weapon Against Information Overload,

Your association’s community is experiencing information overload in a time when it’s become increasingly difficult to assess the quality of that information due to the proliferation of sources and to the declining trust people have in traditional gatekeepers of information.

Piling on links to a bunch of stuff absent context isn’t going to help solve that problem. If your association really wants to get to the root of this for the people you serve, you are going to have to move beyond mere aggregation and use multiple methods to achieve distillation, or museum-style curation.

There are a number of things you’re going to have to do differently to achieve that, from letting go of your “we’re the best – the only relevant – source of information for our profession or industry” arrogance to interacting differently with your own content to hiring and training for different skills to changing your association’s orientation towards and relationship with your members and volunteers.

To find out more about how you achieve “curation greatness,” download the full whitepaper at https://bit.ly/34P5THr, no divulging of information about yourself required.

What IS Content Curation?

Associations use the term “content curation” frequently, but to quote the great Inigo Montoya: “You keep using that word. I do not think it means what you think it means.”

Many times, when we’re using the term “content curation,” what we actually mean is “aggregation.” That is, pulling together a list of related links.

That is helpful for your members, in that you’ve at least reduced the number of pieces of information they should be paying attention to. But it’s shallow, and you can do so much more to help them.

When Hilary Marsh and I talk about “content curation” in our new whitepaper, Cut Through the Clutter: Content Curation, Associations’ Secret Weapon Against Information Overload, what we’re referring to is something more akin to what museum curators do, a process called distillation, in which the curator selects from the available items, brings those items together, puts them in context, and provides the perspective that helps the people viewing those items to find meaning and make sense of the topic by telling a coherent story.

Museums curate artifacts. Associations curate information.

You can help your members achieve their most important goals and solve their most pressing problems by curating information effectively.

To find out more about how you do that, download the full whitepaper at https://bit.ly/34P5THr, no divulging of information about yourself required.

Help Your Members Find the Signal in the Noise

This is probably not news to you, but we’re at an information crisis point.

Your members and other audiences are dealing with a flood of information during a time when the role of traditional information gatekeepers has become severely devalued. People are overwhelmed with information, much of it false or untrustworthy, and are increasingly unable to discern what is reliable and what is not.

Associations can help.

In the latest, just-released, hot off the presses (or at least Adobe InDesign) Spark collaborative whitepaper, Hilary Marsh (Content Company) and I propose content curation as associations’ secret weapon for helping our members surface relevant information and place it in the context they need to help them make sense of their increasingly complex personal and professional worlds.

Cut Through the Clutter: Content Curation, Associations’ Secret Weapon Against Information Overload opens by detailing the scope of the information crisis we’re currently facing, describes the key elements of effective content curation, and provides detailed, actionable steps that association executives can take to curate information effectively for your audiences.

The whitepaper includes:

  • An association content curation maturity model.
  • A case study with the Institute of Food Technologists.
  • An interview with Carrie Hane and Dina Lewis, CAE, who co-authored the recent ASAE Foundation content strategy report, Association Content Strategies for a Changing World, with Hilary.
  • An interview with Bryan Kelly, one of the founders of rasa.io and the publisher-in-chief of Smart Letter, discussing the role of Artificial Intelligence (AI) in content curation.
  • A summary of the ASAE Foundation report, Association Content Strategies for a Changing World.
  • A list of “how-to” guides and curation tools.
  • 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/34P5THr – 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 the other FREE Spark collaborative whitepapers, too:

Associations Are Communities

Graffiti - let's love our community

It’s time to act like it.

Several weeks ago, when it was first becoming apparent to association executives (and everyone else) that the coronavirus pandemic was, in fact, going to be quite serious, most of the industry discussion seemed to revolve around “Do we REALLY have to cancel our conference? What about our revenue!”

WHAT ABOUT YOUR ATTENDEES’ HEALTH AND SAFETY?

Yes, it was appalling.

I do get it – many associations derive 30-50% of their annual revenue from their conference or trade show, and – at least at that time – hotels and convention centers were being utterly intransigent about negotiating. (I’m guessing they’re going to have to change their tunes. I’m also guessing a lot of lawyers are going to be quite busy litigating this for some time.)

Fortunately, we’ve all regained our senses, and conversation has shifted to various incarnations of: How can we do right by our members and broader community right now?

There’s no one answer that’s going to work for every association.

Basically everyone is cancelling or postponing any big events for at least the next several months. Some are refunding reg fees across the board, while others, looking to move events to the summer or fall, are holding onto those fees for the moment, while reassuring registrants that cancellation and refund rules will be significantly relaxed.

Many associations are standing up COVID-19 discussion groups in their online communities and making them available to the entire profession or industry, regardless of their usual practices for non-member access.

Association execs are also considering options for dues renewals, granting extensions by request, pausing renewal campaigns, or even extending everyone automatically across the board.

Staff teams are vetting ways they can support local chapters that are heavily dependent on in-person events and run by small – or no paid – staff.

One thing that seems really important to me is: Think through how the pandemic is affecting your particular profession or industry, and respond accordingly.

If your association serves any segment of the hospitality industry, this is a MASSIVE crisis. You are going to have to take drastic steps to try to help keep your industry and association afloat. That may mean suspending dues entirely for some significant period of time, drastically changing – or curtailing – the services you offer as a result, and almost definitely dipping into your reserves.

If your association serves a profession or industry that’s not being as significantly impacted, you may want to look to what you did to weather the September 11 terrorist attacks or the 2007-2008 Great Recession for clues as to what you should do now.

Some industries that are being heavily impacted are not being heavily financially impacted. Grocery stores, for instance, are doing great financially, but they are in crisis related to supply chain and staffing. Medical personnel are absolutely still hard at work and getting paid, but they are dealing with significant personal and professional stress related to fears of being overwhelmed with patients, of the need to quarantine from their families at home, and of falling ill themselves. University faculty are already facing the fact that their students are not returning this term, and K-12 teachers may be facing that in the near future. They have to adapt – quickly – to remote instruction and assessment.

Everyone is dealing with significantly disrupted day-to-day life, and uncertainty about how long it’s going to last.

Many states and localities are moving quickly to pass emergency relief legislation. The federal government will get there eventually. Your members may need guidance about what’s available to them and how to get it.

How can you repurpose staff – membership, meetings, GR, IT, professional development – to help your community with their REAL challenges right now?

If you have some members who are willing and able to get on the phone with you and have frank conversations about the pressures and worries they’re facing at the moment, CALL THEM. Right now. And then bring your team together to do their best thinking about how your association can pivot to respond to those needs, which may be VERY different from what you all normally do and provide. Your association is their community. You can help them.

Now is the time when we in the association world MUST look at the world from our members’ perspective, think carefully and empathetically about what they need from us, and respond accordingly.

Photo by Mike Erskine on Unsplash

Tips for Working from Home

computer, cup of coffee, glasses, on a desk

I have to caveat this by saying I can’t help you with what do to with your kids (I don’t have any myself) or with your team telework tech (it’s just me here at Spark).

BUT.

I have been working for myself from my home office for nearly eight years. Here are some things that work for me, to keep me productive without letting work consume my entire life (well, at least until the times that things get REALLY busy with client work).

  • No working in your PJs. Put on pants, even if they’re yoga pants or basketball shorts. Take a shower, comb your hair, brush your teeth, make your bed. Don’t go feral 🙂
  • Dedicate a space to work. I have an actual office, as in a separate room with a door where I can close out my spouse (who also works at home full time) that’s set up with a desk and chair, my computer and printer, my file cabinets, etc. You may not be able to do that in your temporary situation, but pick a spot where you do work, which means that everywhere else in your house, you DON’T do work.
  • No snacking. You don’t have to confine yourself to “three squares,” but when you’re going to eat, close your computer, go to the kitchen, put the food on a plate, sit down and eat it, clean up, and then go back to work.
  • Leave your house once a day. I know we’re social distancing, but you can still go out in your yard for a few minutes or take a walk around the block without interacting with other people. You need sunshine to make vitamin D, so go get some.
  • Beware social media. It can be a real time suck. Do you actually need to have Facebook, Twitter, Instagram, etc. open on your computer? No? Close it down. Same thing for email. Turn off auto-notifications, set a few times throughout the day to check all that stuff, check it, then shut it down.
  • Get some exercise. That walk counts, but make sure you’re getting up and moving around periodically throughout the day, too. We tend to feel guilt or like we have to prove ourselves when working from home. “I can’t leave my computer for 10 seconds, because the way I’ll prove my dedication and that I’m not slacking off is to respond to every type of message that comes in the second it arrives.” Do you do that when you’re in the office? No, you do not. And your colleagues understand that you might be getting a cup of coffee or running a quick errand or chatting with a colleague, and it’s fine. It’s fine when you’re working from home, too. Take a 10 minute yoga (or dance, or jump rope, or squats) break.
  • Stick to your work hours, whatever they are. And with your kids at home, they might need to be something other than 9 am to 5 pm. When quittin’ time hits, QUIT. Close up/turn off your computer, put away your documents, stop checking email and Slack, leave your workspace. Maybe do something as a ritual to end your day. I often make myself a cup of tea, look at what’s coming up tomorrow, and then write in my journal.
  • DO NOT check in before bed. Also, DO NOT read the news or social media right before bed (that’s generally good advice but particularly so right now). Relatedly, take at least one day each week completely off work.
  • This one is for bosses: your staff is dealing with a lot right now. Everything is not going to be exactly like it always is (other than the fact that people aren’t in the office). Yes, productivity is likely to suffer. People are having to take care of their kids. We’re all under a lot of stress. Focus on what REALLY NEEDS to get done, and maybe let what doesn’t slide for the moment.

Regular teleworkers: What other tips do you have for people?

New teleworkers: What questions do you have for those of us with more experience? 

Leave your advice and queries in the comments! 

Photo by Djurdjica Boskovic on Unsplash

On Resolutions

Writing goals planning worksheet

It’s that time of year, when we all think about what happened last year and what we’d like to do differently in the next.

Two observations:

First, 17 years ago, I realized that “lose 10 pounds and become a better person” was a terrible resolution to make, which is why I never kept it.

So I resolved to resolve differently, choosing resolutions that are fun and about something I want to learn or try. I even wrote and performed an IGNITE session about it.

Since then, I’ve always kept my resolution, and I’ve added a bunch of fun things to my life and repertoire. I’ve seen and done a bunch of cool things. I have my motorcycle license. I know how to mix a damn fine cocktail and bake a damn fine loaf of bread. I can play poker, and I know how to box (and am starting to train to spar).

This year, I’ll be learning Spanish. Not necessarily “reading Gabriel Garcia Marquez in the original” Spanish, but I’m hoping to get to “conversing at a second-grade level” Spanish. Classes start in a month.

Second, taking time out to assess is critical for your career and your association, too.

Every January, even though it’s just me running Spark, I leave town for a formal business review and planning retreat. I look back at the previous year and how the business performed against the goals I set for it and for myself, thinking about and measuring what went well, what didn’t, and what I need to do differently in the coming year. I then set the goals against which I will measure myself the following year.

Organizationally, associations are perpetually short-staffed and under-resourced. Because of that, we’re bad about setting aside time to debrief, to review our efforts after a project or campaign concludes, to see where we succeeded and where we failed, think about why that happened, and document what we want to do differently next time.

(This is why, even when clients don’t opt to keep me on retainer for campaign implementation, I always include a post-campaign debrief meeting in client projects. Just call me your accountability buddy. Even if you opt to run it yourself, we are going to sit down at the end of the campaign and talk about – and document – what you learned, so you can improve the next time around.)

This “short-staffed and under-resourced” situation affects our careers, too.

Busy association execs can get so caught up in running from one fire to the next that we never stop to think about our own career goals and path. It’s important to have goals for yourself, for your own career, whether they are short term (“I’m going to attend at least one conference just for my own professional development this year – no speaking, no presenting, no committee work, just learning”), medium-term (“This year, I’m FINALLY going to earn my CAE/PMP/CMP/etc.”), or long-term (“I want to be an association CEO, so I’m going to find a current association CEO who is willing to be a sponsor for me to help me move closer to achieving that goal”).

January might not be the right time for you to do this, either personally or organizationally. But you need to find the time that works and make this a regular practice. You won’t regret it.

Photo by Isaac Smith on Unsplash