Seminar notes: TSAE's Associations 101

Yesterday, six of us attended TSAE's class on the association business (trades, societies, foundations, charities, etc.); here are a few thoughts I left with:

Need for more document and content management

In essence, associations combine people and information. Beyond needing content management for their public website articles, associations have growing need for technology to speed up, simplify, distribute, and lower costs for internal as well as member and public documents:
- job postings, resumes, vitae, position descriptions
- bylaws, policies, procedures, compliance materials
- agendas, meeting minutes, action lists
- budgets, reports, status, projections
- proposals, report cards, evaluations
- directories, rosters, working papers
- program descriptions, program materials/distributables, event photos

Since so many associations deal with huge part-time, remote communities with high turn-over (board members, officers, chapter officers, volunteers), the communication and publication burden is crushing. It strikes me that associations need Web 2.0 approaches to document/content management more urgently than other industries and fields. Rather than author their business documents in word processors and mail out bound materials, they would benefit from server-based collaborative authoring (wikis) from which hard copy could be generated only as needed locally. Rather than handle agendas and minutes in emails and handouts, they would benefit from centralization in a wiki that could handle their updates, archiving, and approval workflows. Rather than accept paper submissions for articles and competition entries, they would conduct the entire process through browsers and viewers, via a secured process. Rather than wait for budget printings and formal reports, business status should be available in real time, via secured reports. By surrendering having documents and spreadsheets living on local workstations and harddrives, associations could realize tremendous gains in cost-effectiveness, IMO.

Emerging trends for associations

I very much agreed (from observing my own societies) with the trends he said must be faced:
- globalization is changing competition and role of associations
- volunteer leaders must stay ahead of the curve and help members face risk/uncertainty
- members are demanding higher ROI than before
- technology will make or break you (e-learning, e-publishing, 24/7 service)
- expect less revenue from dues; more from new sources
- focus must shift to next-gen workers
- operations (accounting, IT) need greater expertise
- governance must speed up and become more collaborative (technology)
- technology will bring new competitors; may need to ally with old competitors
- plan for more consolidations

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From an AFP Perspective

It sounds like it was an interesting seminar. The Association of Fundraising Professionals also looks at apply similar studies to understand trends within the more 'charitable' sector groups - hospitals, universities, health care and social services, cultural groups etc. Their trends are similar and over the year organizations that have relied upon donors giving whenever they're asked are struggling to keep their revenues at the same levels. Their push is towards perpetual monthly giving, major giving and planned giving while making the most of their direct marketing programs. I've seen some interesting changes in how the web is impacting the charitable world - streaming video fundraising, virtual events and blogging are becoming more mainstream as organizations seek to turn their website visitors into their online fundraisers. But still there, we face some reluctance to rely too heavily on the web alone. It's hard to build a relationship with an email address but thanks to the web 20 concepts, it's becoming a bit easier. AFP is hosting it's annual international conference in Dallas.   It might be interesting for you to attend that conference too and see how that group is different than an ASAE member.  You can see more at www.afpnet.org/international_conference

Not quite web-only

I am misrepresenting the presenter a bit on the web point: he was emphatic that personal contact (phone, hand-written letters) was critical and that each member had to be "touched" once a quarter. Kinda a move to the extremes: associations need to be MORE tech-heavy and yet MORE personal than ever before.

Reminds me: he also described the core human need of belonging-for-belonging's-sake no longer serving associations the way it used to -- that, and the new emphasis on ROI, lead him to develop an amazing dues renewal report that includes pages of itemized savings from services rendered, to "prove" the value of the membership fee. Business is tougher.

I've been noticing the same with our customers

Over the past year or two I've noticed a much higher interest from associations in persuring more 'touch' oriented business strategies.  They're introducing sales processes for their membership process and are reaching out to the for-profit professionals to establish their new best practices.  It's been interesting to participate.

These are trends that we

These are trends that we have been working on for quite a while and are really imbedded into the core message of iMIS 15....things like connecting people with purpose, software changes - values don't.

In fact, Carol just sent me the link to the ASAE Technology conference presentations for this year. Some really good stuff. We are on point.

Some other ideas I have had that I believe is a great fit for web and technology to help ROI, revenue, and such is a more cafeteria style planning approach. Your membership becomes that what is important to you, in the format that you choose. This style works particularily well with the younger audiences. I have often said, our market's core business is creating communities, they are primed to take advantage of the networks they have already built and use them in new exciting ways - if they have teh courage.