Mission Driven Volunteer Q&A

During our February 27 Higher Logic Learning Series webinar on The Mission Driven Volunteer, there were several questions Peggy Hoffman and I didn’t have time to answer. That’s not cool! So we answered them for this blog post.

What is the certification for volunteers at c3 organizations?

PH: It’s the Certification in Volunteer Administration (CVA). Find out more here.

Can you share the MACPA volunteer grid they used to assess their program?

EE: The grid is on page 11 of the whitepaper (get your free copy at bit.ly/13Wwe1F), and I’ve reproduced it below for your convenience.

Grid the Maryland Association of CPAs used to evaluate their volunteer program

 

 

 

 

 

PH: It’s also in the rebuilding the volunteer spirit handouts, which can be found on the Mariner site at bit.ly/1dLyzkm.

Are either of you aware of any new research going on in this area?

EE: I’m guessing you mean “more recent than The Decision to Volunteer” (which came out in 2008)? A number of the studies cited in the whitepaper are of more recent vintage (see page 22, “Additional Resources”). Some of the best sources we found include:

PH: ASAE also conducted a subsequent study based on The Decision to Join in late 2011, and it confirmed a number of critical elements originally reported in DTJ and DTV, namely that younger generations are joining and participating, that members are pro-social, and that they generally prefer adhoc roles. Find out more in ASAE’s resulting book 10 Lessons for Cultivating Member Commitment.

As an aside, Associations Now just reported on the latest CNCS reports that indicate that volunteering is down in 2013. There isn’t clear indication of why, but also remember that this study looks at community volunteering, which is different from association volunteering. We do know that people have less time and more work responsibilities, so it makes sense that volunteering is down and will continue to be until we create accessible volunteering.

Any tips on recruiting for larger commitment volunteering, like authoring a magazine article?

PH: Part of the puzzle lies in the support for volunteers, by which I’m including both “support to get the job done” and “rewards and recognition.” To entice volunteers, make sure they know what resources and help are available, and make sure that volunteer work is celebrated. In this particular case, what support do you offer? How available is your editor? Do you offer a chat with the editor to talk through the potential article? If tracking down annotations or links or securing permissions is needed, can staff assist? How do you recognize authors? Do you have an authors’ reception at an annual meeting or other event? Do you spotlight authors on your website? Can authors reprint without charge? Make the deal sweet and shout it from the rooftops.

EE: What you need is a ladder of engagement. Just like you shouldn’t ask someone to marry you on the first date, so you need to create and deepen your relationship with your volunteers over time. Micro-volunteering and adhoc volunteering are fantastic, low-pressure, low-commitment ways for your volunteers to test the waters. Some may decide that that’s as far as they want to do – you’ll be put in the “friend zone,” to extend our dating metaphor. But some will be eager for additional tasks. They want to keep seeing you. Your job is to create that engagement path that gradually deepens involvement on both sides, until they get to the point that they’re comfortable making a larger commitment to you, and you’re comfortable that they’ll follow through when they do.

A barrier trade associations face is the idea that we have the “right (senior) person” from the company to serve in the volunteer role. Any suggestions for encouraging staff and volunteers to be more inclusive in their thinking and open positions to more junior staff with enthusiasm, interest, and time to contribute?

PH: Sometimes the easiest way to change staff thinking is by immersing them in the new model. So, try getting a few of these junior staffers involved and then show your staff the results. The other strategy is to have the senior staff recommend their junior staff as volunteers.

EE: That’s a tough question, because what you’re really talking about is culture change. I urge you to review the National Fluid Power Association case study on pages 13-15 of the whitepaper. Part of their major charge in changing up their volunteer structure was driven by exactly this: the need to engage people at their member companies beyond the C-suite and to help everyone involved get comfortable with that fact.

We get plenty of people raising their hands to volunteer, but few actually fulfill their commitments. Do you have any advice?

EE: Have you talked to the people who “flake out” to ask what happened? You’re likely to discover a variety of reasons for not fulfilling volunteer commitments. Some are out of your control (the potential volunteer changed jobs or got really busy at her current job, had a baby, had to care for an ill relative, etc.). But some are in your control, and are often related to not properly preparing your volunteer for what she was going to experience. Perhaps the job wasn’t as advertised, or it took more time than advertised, or the volunteer felt that the work she was tasked with wasn’t meaningful, or there are political/interpersonal problems on the committee or task force, etc. You can’t fix the problem if you don’t know what it is, and the only way to find out is to ask.

PH: Elizabeth is dead on … you need to ask. Also, if we’re talking about a critical role, consider adding a step in your process where the volunteer signs an acknowledgement of their job. This helps clarify the job and more firmly commits the volunteer.

Our volunteers mirror our membership, that is, they’re mostly Boomers. How can we get more Gen-Xers and Millennials involved?

EE: As described in the “Generational Differences” section of the whitepaper, you need to construct volunteer opportunities that mesh with their wants, needs, and capabilities. And you need to ask them, and not just via a generic “call for volunteers” email that goes out to your entire membership. If Gen-Xers and Millennials only see Boomers represented among your volunteers, they’re likely to assume that’s all you want and will accommodate. Just as you do for membership, actively and intentionally recruit them for volunteer positions.

PH: The research also tells us that Millennials are inspired by people they relate to who are older, so make sure that you are leveraging the Boomer members: are they available to your younger folks? Are they asking your younger folks to get involved?

Gen-Xers, research tells us, are inspired by entrepreneurial approaches and celebrate individual effort and risk-taking. Can you see those characteristics in your association brand?

We have started to use more high-tech ways of working with our volunteers (webinars, social media, video conferencing), which our younger members like but our more mature volunteers have trouble with. How can we help them?

EE: Research demonstrates that Millennials enjoy cross-mentoring more mature colleagues, particularly around issues related to use of technology. This presents a terrific way to build relationships between the generations, to create micro-volunteering opportunities for your younger volunteers, to allow them to develop the professional skills they seek through volunteerism, and for your Boomer volunteers to learn new skills as wekk.

How do we find out what motivates our volunteers?

EE: I know I sound like a broken record, but you have to ask them, and don’t be shy. Solicit feedback from your volunteers every chance you get and in every way you can think of. Some associations are starting to do annual volunteer satisfaction surveys, and that’s great. But you have so many opportunities to gather more informal feedback. Add it to a conference call agenda, or just chat about it casually while you’re waiting for everyone to join. Ask when you’re at an in person meeting, or when you’re going out for drinks after. Ask when you’re on the phone one-on-one checking in on the progress on the project. Ask via a quick poll. Don’t be afraid to talk to your volunteers about their experiences! How else are you going to learn?

PH: And start earlier with this asking! When a person first joins, find out his hot buttons so you can begin to build the connection between the decision to join and the decision to volunteer immediately.

Can you provide some examples of micro-volunteering?

PH: The easiest way to find these small jobs is to look at your volunteer positions and analyze the tasks. You will find a myriad of jobs that are short-term. A classic example is the publications chair. ASAE turned that on its head by creating the “writers pool,” an email group that helps their editors find story ideas and contacts.

EE: They’re almost limitless. You can ask people to suggest topics for your newsletter, magazine, blog, webinars, or conference, or vote on topics others have suggested, a la sxsw. You can ask people to rate an article or comment on a blog post. You can ask people to post a question or an answer to your LinkedIn group, private community, or listserv. You can ask people to make a personal call to a new member, welcoming her to your association. You can ask people to serve as welcome ambassadors at your chapter events, or as meeting buddies for first-timers at your annual conference. You can ask attendees to share their thoughts at a Town Hall meeting at your next event. You can ask people to take a poll or short survey. You can ask people to share your content through Facebook or Twitter. You can ask them how they’d like to contribute to your association. Truly, you’re only limited by your imagination.

You’ve convinced me. How do I get buy-in from the rest of the staff at my association?

PH: Why not use the whitepaper, as well as The Decision To Volunteer, as discussion starters? Pull together a staff meeting where you ask the question: how can we get more members involved? And show the ROI, namely that just one small activity increases a member’s average net promoter score substantially, from 38% to 44% (10 Lessons for Cultivating Member Commitment). Involvement increases retention; track that in your organization and share the results. Also, use testimonials from staff showing how volunteers helped get the job done.

EE: We’re back to that culture change thing again. One of the best ways to start, though, can be to do a small-scale experiment. For instance, the next time one of your committees comes up with a new project idea, run with it, but with a task force instead. Or ask if you can experiment with a “members welcoming new members” micro-volunteering campaign for six months. Or run a Town Hall meeting at your next conference and use it to create a series of blog posts or webinars. Make sure to document how things go, and share your successes and lessons learned widely at the end of the process. And then move on to your next test, and see if you can convince one more person on your staff to do the same.

Anything we missed? Leave it in the comments, and we’ll get right to it!

Mission Driven Volunteering: Where Do We Go From Here?

From the new Spark whitepaper, The Mission Driven Volunteer, written with Peggy Hoffman:

We know that switching to a mission driven model of volunteering isn’t easy. However, the era in which members had ample time and resources to serve on traditionally-organized committees that made all decisions slowly, deliberatively, and collaboratively is over. Data shows that your members still very much want to contribute their ideas and energy to your association, and, through you, to the profession or industry you serve. But they are asking for new things from your association. They want to contribute in ways that are meaningful to them and make a demonstrable difference, in small bites, and on – and only on – their schedules. They are mission-driven volunteers. Are you ready for them?

Want more? Download your free copy at http://bit.ly/13Wwe1F.

Who’s Doing Mission Driven Volunteering?

From the new Spark whitepaper, The Mission Driven Volunteer, written with Peggy Hoffman:

The Maryland Association of CPAs realigned all their volunteer roles along a grid where the X-axis represented high value to members and the association and the Y-axis represented alignment to strategy. Then volunteer teams used that grid to pull resources away from committees and chapters doing low priority work and refocus those resources on activities and projects that were in the high-high quadrant. This eventually ushered in a complete governance restructuring, including a leaner Board and a reorganized staff, and a shift in the organizational philosophy of volunteering.

The National Fluid Power Association reorganized their volunteer program to focus on engaging members in ideation, development, and delivery of new programs, products, and services that aligned with the strategic direction of the association, and doing that  efficiently and in a way that would break out of the traditional hierarchical organization chart. This resulted in a new volunteer structure that allows anyone who wants contribute to do so at the level that fits the needs of that individual volunteer, with strategic communications flowing out and level of engagement flowing in.

The Oncology Nursing Society completely revamped their governance model to be based on the principles of adhocracy, which replaces bureaucratic structure with an organic entity that thrives on decentralizing work and responsibility, and capitalizes on the involvement of many different voices. In the end, only two standing committee remain (Nominating and Audit). The rest of the volunteer work of the association is done by task forces who come together, do the work, and disband.

Want more? Download your free copy at http://bit.ly/13Wwe1F.

 

What Is Mission Driven Volunteering?

From the new Spark whitepaper, The Mission Driven Volunteer, written with Peggy Hoffman:

A number of research studies and innovative volunteer-supported projects…provide us with a new working definition for volunteerism: giving one’s time and talent to drive mission. This new definition draws on two intrinsic motivations to volunteer, with the focus on the outcomes of volunteering and the functions needed to drive those outcomes. This turns the image of volunteering, which traditionally starts with a Board and trickles down or begins with the job title and then the description, upside down.

Want more? Download your free copy at http://bit.ly/13Wwe1F.

 

Problems with the Current Model

From the new Spark whitepaper, The Mission Driven Volunteer, written with Peggy Hoffman:

The current model of volunteering in associations, based on standing committees, is broken, leading to:

  • Difficulty recruiting volunteers
  • Do-nothing committees
  • Poorly attended meetings
  • No new ideas
  • Volunteer burn out
  • Disengaged and disheartened volunteers

All these are artifacts of a system that values form, position, and title over function, meaning, and action.

This model is pathological for several reasons:

  • It ignores the reality of generational differences.
  • It handcuffs organizational decision-making.
  • It limits opportunities for involvement.

Want more? Download your free copy at http://bit.ly/13Wwe1F.

 

Announcing: The Mission Driven Volunteer

I’m excited to announce the third Spark white paper – The Mission Driven Volunteer – co-authored with Peggy Hoffman, CAE, President of Mariner Management.

This week, I’ll be blogging about the contents of the whitepaper.

The basic premise is:

Associations’ current model of volunteering is broken. Standing committees value form and position over function and effectiveness. They ignore generational differences, produce slow, inefficient, and unoriginal decision-making, and limit participation.

Mission-driven volunteering is a new model that allows associations and our volunteers to focus our limited resources, measuring everything we do by how well it supports and contributes to the mission of our organizations. Mission-driven volunteers embrace ad hocracy and micro-volunteering, allowing diverse groups of members to contribute in ways that make the most sense to them.

I’ll be writing more about each of these points this week, but in the meantime, pick up your free copy at http://bit.ly/13Wwe1F, no divulging of information about yourself required.

AMS, CRM, and “So Now What?”

This is the final post of launch week for the new Spark whitepaper, Member Relations: An Association-Centric Approach to Customer Relationship Management:

We’ve looked at CRM as an approach, CRM as software, how AMS and CRM are alike and different, and now we’re on to: “What does it all mean?”

CRM is not a one-to-one replacement for AMS. But it can still be highly valuable to associations that don’t do many of the traditional things associations do, or that outsource some of those traditional association functions. Its greatest application may, in fact, be as a supplement to AMS, supporting associations with robust sales functions. And in an era of flat or declining memberships, associations must become more comfortable with an active sales culture.

Want more? Download your free copy at http://bit.ly/10s8UUb.

The full PDF includes case studies of three associations that are each taking a unique approach to this interplay.

AMS v. CRM

From the new Spark whitepaper, Member Relations: An Association-Centric Approach to Customer Relationship Management:

The once distinct line between AMS and CRM is blurring. CRM systems are increasingly able to integrate with third party solutions to provide additional functions, social networking platforms in particular, and AMS systems are adding many “classic” CRM capabilities. The key difference is specialization.

Want more? Download your free copy at http://bit.ly/10s8UUb.

 

CRM: The Software

From the new Spark whitepaper, Member Relations: An Association-Centric Approach to Customer Relationship Management:

Now that we’re on board with CRM the concept, what about CRM the software?

One of the major differences between CRM software and other types of databases is Sales Force Automation (SFA). SFA focuses on contact management with the goal of supporting a formal process for moving leads through the purchase loop until they become customers.

Want more? Download your free copy at http://bit.ly/10s8UUb.

 

CRM: The Philosophy

From the new Spark whitepaper, Member Relations: An Association-Centric Approach to Customer Relationship Management:

CRM, properly understood, supported, and implemented, helps us manage customer (member and non-member) relationships in a coordinated way across our associations so that every staff member can access the information we maintain on our audiences and use that information effectively to build stronger relationships with those audiences.

Want more? Download your free copy at http://bit.ly/10s8UUb.