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3 Ways to
Tap Chapter
Relevance
in 2021
Got chapters? We’ve got solutions. Billhighway gives
your chapters the tools to automate and simplify operations
while creating data visibility across your entire organization.
This empowers you and your chapters to focus more on
member value and grow your association.
About the Hosts
Billhighway & Mariner
Mariner Management & Marketing is your partner in helping
association volunteers and staff create the greatest possible
value for your members and in ensuring the long term
health and growth of your association.
Our Shared Purpose
To build community and connect
component-based organizations and
component relations professionals (CRPs).
Upcoming Events
MARCH
Chapter Events:
Making the Go/No-Go
Decision Webinar
March 24 @ 12-1 PM ET
APRIL
Virtual Roundtable
April 28 @ 12-1 PM ET
MAY
Chapter Operations
Webinar
May 26 @ 12 – 1 PM ET
3 Ways to
Tap Chapters
Our Agenda
Association
Examples
Making a Case
for Chapters
Homework
Chat
What worked for your
components in 2020?
How do you show
chapter value in these
crazy times?
How can you use
chapters in your “We
care & we’re here for
you!” messaging?
How do you teach
chapters to share their
value?
Key Questions
01 02 03
POLL
In 2020, the role of chapters
primarily focused on:
• Member Engagement
• Leadership Development
• Member Recruitment
• Professional Development Delivery
Geography Driven
Issues
Extending
Bandwidth
DEI Connection
Local remains
critical
Support advocacy,
public policy, problem-
solving & community
engagement.
Roll out
programs more
quickly
Extend your bandwidth
for programming,
member service and
volunteer development.
Embrace
Diversity, Equity
& Inclusion
Nurture & activate the
DEI conversation at the
local level.
Why we need a local presence?
$
$
$
Geography Driven Issues
Local remains critical
Advocacy & public policy
Geography dependent issues/topics
Foster relationships tied to geographic identity
Return to in-person
Chapters as conduit for hybrid
meetings and smaller in-person
POLL
Why do you need local presence?
• State/local advocacy & GR
• Geography specific topics
• Geography driven issues e.g.,
workforce development
• Local relationships
• Access to nextgen/key populations
AGC PPE
Together, we’ll get through this
NACE MAINE
#PostponeDontCancel
Extending Bandwidth
‘Trickle-up’ (vs trickle-down)
Can act faster & more directly
Able to pilot programs on smaller scale
Ability to tweak & rollout to other
chapters
Budget-friendly
1 Access to affordable education & events
2 Keep members connected across chapter
lines
Introduced by Toronto chapter (2nd largest)
Software-assisted mentoring model to
encourage engagement
The Commercial Real Estate
Development Association (NAIOP)
Mentoring Program
14 chapters piloted replicating and launching
their own mentoring program
Software matches mentors with mentees
https://mentoring.naiop.org/
Goal: aid Veterans, active military and/or their
families
Assist qualifying for project management
certifications & secure employment
The Project Management Institute (PMI)
Military Program
Grass roots evolution
Started by Tampa, FL chapter
https://ncpmi.org/38-membership/206-pmi-s-
military-program-operation-qualify-for-hire
“Operation: Qualify for Hire”
Introduced by Texas chapter
Help FROM Texas schools FOR Texas schools
The Educational Theatre Association (EdTA)
Disaster Relief
Matchmaking Program
National helped scale
Program matches schools who say they need
help with schools who say they want to help
Highlight extra effort on COVID related work
“Saved” the awards program
Met goals
PRSA Maryland
Celebrating a different year
AIA Baltimore
Pivoting to Virtual Success
Successful, popular event goes on
Open Doors Baltimore grows more popular
Building an emerging leaders
program – pivoted to digital
Record attendance at Emerging
Leaders Conference
NTMA Northern Utah
Focusing on NextGen
How to Take a “Trickle-Up” Approach
Pick a Program
Showcase it nationally.
Gauge interest from
other chapters.
Roll It Out
Roll a program out and test
how effective and successful
it is for your chapters.
Brainstorm w/ Chapters
Id successful chapter created
programs which address
common challenges across
chapters.
Make a Choice
Do you want to be a ‘driver’
or ‘facilitator’? Which will
work best within your
organization?
DEI Imperative
Nurture conversations locally
Deliver relevant & timely
content
Accessible pathway for
younger & diverse members
to engage
Record registration
Kick-off to focus area
PTA DEI
Guide
01
Give chapters a seat at the
table
Tap strengths, personalities of individual
chapters in developing national initiatives.
How to Guide Chapters in DEI
02
Assist chapters with their
messaging and initiatives
Offer a statement of intent adaptable/for
use locally. Share demographic data.
03
No one size fits all
Recognize the capacity of chapters. The
lists of “musts” must be vague enough to
be flexible.
04
Add content and training
to chapter leadership training
programs
Work on building skills around being a leader
who embraces diversity.
Chat
What’s one resource you want to provide
your chapters to help them improve
diversity, equity and/or inclusion efforts?
01
Ramp up leadership development
Give leaders information to sharpen skills
and prompt to think differently.
How can we act in 2021?
02
Build chapters into the
organization’s education strategy
Minimize competition; maximize
collaboration.
03
Ramp up tech/admin support
Offer how-to aid to create engaging
meetings.
04
Celebrate
Highlight chapter activities through videos,
awards, shout outs & more.
05 Listen & Identify Support
Listen to chapter leaders, understand their
strengths and weaknesses, and identify
ways to support them.
Self-Care
• Chapters sent self-care
boxes to members
• Purchase supported a
local charity
• Boxes from Rethreaded
• Self-care speakers
• Chapter Assistance Taskforce
• Handpicked chapters of diff
sizes/geography
• Electronic survey to CEDs & focus
groups
• Needed already created resources –
just had to re-share where to find
them
• Determined new needs
• Bi-monthly watercooler chats
CAI Taskforce
Make a Case for Chapters
Pull your numbers together to make your case
• Members reached
• Events, services offered
• Sharing of national info/resources
• Advocacy wins
• Retention numbers
Capture the intangibles
• Insight gained through chapter activities
• Insight gained about members through chapters
• Progress on critical issues (trust, collaboration…)
Tell the chapter value story
• Think AGC’s video
Encourage them to share their 2021
plan
01
Create a quarterly “goal” and give
awards to chapters that meet it
02
Give a template for chapters to
share their value
03
Help chapters
find their game
March 24th
12 – 1 pm EST
Register >> http://bit.ly/3pUJGjT
Chapter Events:
How to Make the
Go/No-Go Decision
Thank You!

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3 Ways to Tap Chapter Relevance in 2021

  • 1. 3 Ways to Tap Chapter Relevance in 2021
  • 2. Got chapters? We’ve got solutions. Billhighway gives your chapters the tools to automate and simplify operations while creating data visibility across your entire organization. This empowers you and your chapters to focus more on member value and grow your association. About the Hosts Billhighway & Mariner Mariner Management & Marketing is your partner in helping association volunteers and staff create the greatest possible value for your members and in ensuring the long term health and growth of your association.
  • 3. Our Shared Purpose To build community and connect component-based organizations and component relations professionals (CRPs).
  • 4. Upcoming Events MARCH Chapter Events: Making the Go/No-Go Decision Webinar March 24 @ 12-1 PM ET APRIL Virtual Roundtable April 28 @ 12-1 PM ET MAY Chapter Operations Webinar May 26 @ 12 – 1 PM ET
  • 5. 3 Ways to Tap Chapters Our Agenda Association Examples Making a Case for Chapters Homework
  • 6. Chat What worked for your components in 2020?
  • 7. How do you show chapter value in these crazy times? How can you use chapters in your “We care & we’re here for you!” messaging? How do you teach chapters to share their value? Key Questions 01 02 03
  • 8. POLL In 2020, the role of chapters primarily focused on: • Member Engagement • Leadership Development • Member Recruitment • Professional Development Delivery
  • 9. Geography Driven Issues Extending Bandwidth DEI Connection Local remains critical Support advocacy, public policy, problem- solving & community engagement. Roll out programs more quickly Extend your bandwidth for programming, member service and volunteer development. Embrace Diversity, Equity & Inclusion Nurture & activate the DEI conversation at the local level. Why we need a local presence?
  • 10. $ $ $ Geography Driven Issues Local remains critical Advocacy & public policy Geography dependent issues/topics Foster relationships tied to geographic identity Return to in-person Chapters as conduit for hybrid meetings and smaller in-person
  • 11. POLL Why do you need local presence? • State/local advocacy & GR • Geography specific topics • Geography driven issues e.g., workforce development • Local relationships • Access to nextgen/key populations
  • 12. AGC PPE Together, we’ll get through this
  • 14. Extending Bandwidth ‘Trickle-up’ (vs trickle-down) Can act faster & more directly Able to pilot programs on smaller scale Ability to tweak & rollout to other chapters Budget-friendly 1 Access to affordable education & events 2 Keep members connected across chapter lines
  • 15. Introduced by Toronto chapter (2nd largest) Software-assisted mentoring model to encourage engagement The Commercial Real Estate Development Association (NAIOP) Mentoring Program 14 chapters piloted replicating and launching their own mentoring program Software matches mentors with mentees https://mentoring.naiop.org/
  • 16. Goal: aid Veterans, active military and/or their families Assist qualifying for project management certifications & secure employment The Project Management Institute (PMI) Military Program Grass roots evolution Started by Tampa, FL chapter https://ncpmi.org/38-membership/206-pmi-s- military-program-operation-qualify-for-hire “Operation: Qualify for Hire”
  • 17. Introduced by Texas chapter Help FROM Texas schools FOR Texas schools The Educational Theatre Association (EdTA) Disaster Relief Matchmaking Program National helped scale Program matches schools who say they need help with schools who say they want to help
  • 18. Highlight extra effort on COVID related work “Saved” the awards program Met goals PRSA Maryland Celebrating a different year
  • 19. AIA Baltimore Pivoting to Virtual Success Successful, popular event goes on Open Doors Baltimore grows more popular
  • 20. Building an emerging leaders program – pivoted to digital Record attendance at Emerging Leaders Conference NTMA Northern Utah Focusing on NextGen
  • 21. How to Take a “Trickle-Up” Approach Pick a Program Showcase it nationally. Gauge interest from other chapters. Roll It Out Roll a program out and test how effective and successful it is for your chapters. Brainstorm w/ Chapters Id successful chapter created programs which address common challenges across chapters. Make a Choice Do you want to be a ‘driver’ or ‘facilitator’? Which will work best within your organization?
  • 22. DEI Imperative Nurture conversations locally Deliver relevant & timely content Accessible pathway for younger & diverse members to engage
  • 23.
  • 26. 01 Give chapters a seat at the table Tap strengths, personalities of individual chapters in developing national initiatives. How to Guide Chapters in DEI 02 Assist chapters with their messaging and initiatives Offer a statement of intent adaptable/for use locally. Share demographic data. 03 No one size fits all Recognize the capacity of chapters. The lists of “musts” must be vague enough to be flexible. 04 Add content and training to chapter leadership training programs Work on building skills around being a leader who embraces diversity.
  • 27. Chat What’s one resource you want to provide your chapters to help them improve diversity, equity and/or inclusion efforts?
  • 28. 01 Ramp up leadership development Give leaders information to sharpen skills and prompt to think differently. How can we act in 2021? 02 Build chapters into the organization’s education strategy Minimize competition; maximize collaboration. 03 Ramp up tech/admin support Offer how-to aid to create engaging meetings. 04 Celebrate Highlight chapter activities through videos, awards, shout outs & more. 05 Listen & Identify Support Listen to chapter leaders, understand their strengths and weaknesses, and identify ways to support them.
  • 29. Self-Care • Chapters sent self-care boxes to members • Purchase supported a local charity • Boxes from Rethreaded • Self-care speakers
  • 30. • Chapter Assistance Taskforce • Handpicked chapters of diff sizes/geography • Electronic survey to CEDs & focus groups • Needed already created resources – just had to re-share where to find them • Determined new needs • Bi-monthly watercooler chats CAI Taskforce
  • 31. Make a Case for Chapters Pull your numbers together to make your case • Members reached • Events, services offered • Sharing of national info/resources • Advocacy wins • Retention numbers Capture the intangibles • Insight gained through chapter activities • Insight gained about members through chapters • Progress on critical issues (trust, collaboration…) Tell the chapter value story • Think AGC’s video
  • 32. Encourage them to share their 2021 plan 01 Create a quarterly “goal” and give awards to chapters that meet it 02 Give a template for chapters to share their value 03 Help chapters find their game
  • 33. March 24th 12 – 1 pm EST Register >> http://bit.ly/3pUJGjT Chapter Events: How to Make the Go/No-Go Decision

Hinweis der Redaktion

  1. 3 Ways to Tap Chapter Relevance in 2021 We’re at the beginning of a new year, and opportunity abounds us. We know chapters are more relevant than ever. In many ways, the success in 2020 for components is tied to the fact that they’re in a position to pivot more readily. We can harness that agility with the right support and permissions, so how do we tap chapters? Learn three lenses to view chapter relevance through and how to make a case for chapters as a part of your local success strategy in 2021. 
  2. Let’s Meet the Team Billhighway Powers associations to better serve members & grow by accelerating component performance. Mariner Let’s create the greatest possible value for your members and volunteers! ​
  3. This is our WHY … its more than webinars and CEX >>
  4. Update for March webinar, April virtual roundtable & May webinar Looking ahead >> http://bit.ly/3pUJGjT
  5. In this webinar, we’ll: Look at ways to tap chapters in 2021 Discuss examples we’ve seen of local success Highlight ways to make the case for chapter support Find ways to better incorporate chapters into your strategic initiatives
  6. @Peggy – do we want all 3 chat questions or just 1 or 2? I’ll let you pick! Chat Questions Quick reflection: what didn’t work well for your chapters in 2020? Now let’s focus on the Bright Spots – what worked well for your chapters in 2020? Looking to the future, what’s new for your components in 2021? What are you willing to try?
  7. Questions: How do you show chapter value in these crazy times? How are you helping components tell members, “We're here for you”? How can you use chapters in your “we care and we’re here for you!” messaging - times are trying, budgets are trying, part of way we can support you is through our chapter network How do you teach chapters to tell the story of how what they did for members during COVID? It was a time of urgency & desperation
  8. @Peggy Pre-pandemic, what roles did associations tap their components for? Member Engagement Leadership Development Member Recruitment Professional Development Delivery In 2020, the role of chapters focused on: Member Engagement Leadership Development Member Recruitment Professional Development Delivery
  9. Let’s shift from why do we need chapters >> to why do we need a local presence. Which gives us the hint on how our chapters can show value: members engagement (translating to recruitment & retention) in these 3 categories: Geographic Specific Issues Extending Bandwidth DEI Connection
  10. WHY LOCAL IS IMPORTANT – content piece, community piece, work that is geography dependent Local remains critical. We still need members locally on advocacy and locally driven public policy, problem-solving (e.g., getting PPE in the hands of members), workforce development and community engagement.  And for many associations, there are local issues or geography dependent topics that are best facilitated (and sometimes created) through local groups. Perhaps most importantly, components help foster real-time, in-person relationships based on more than a shared occupation, industry or cause. Our members also have a geographic identity which provides context to our relationships and a perception of closeness which can’t be fully emulated by Zoom.  Geography Dependent: State/local advocacy & GR Geography specific topics e.g., appraisal or real estate (AIDC), recycling & environment (MRN) Geography driven e.g., workforce development (NTMA, mfg) Local relationships Virtual does not replace F2F. Virtual offers us an option that is viable, reaching more members, and yet won’t replace face-to-face. In 2021, most predictions are for a slow at best return to in-person conferences and large meetings. New York Times predicts the threshold for what requires travel, and the time, cost and fatigue it brings, will rise.  Many meeting planning pros are pointing to greater use of hybrid meetings opening the door for engaging chapters in the planning and hosting of in-person options. 
  11. @Peggy Why do you need local presence? State/local advocacy & GR Geography specific topics Geography driven issues e.g., workforce development Local relationships Access to nextgen/key populations – different wording?
  12. Campaign called: “Together, we’ll get through this!” Featured members doing excellent job promoting healthy & safety. Watch the video >> https://www.youtube.com/watch?v=MrCtcETHp-c&feature=youtu.be&fbclid=IwAR3_cW0DkWpBpNO4esmpzhmP27B9qY7ISuf1Nf850HjhiexuoT_uHc4sKG0 In response to the threat of COVID-19, AGC chapters immediately took action and provided a new level of service to their members. Chapters took unique measures to ensure that their members had the latest news, resources, support, and even the COVID-19 compliant PPEs they needed. Just look at the number who sourced PPE for members like the AGC Texo Chapter. Purchased 2,000 touchless thermometers and supply list for members. Made $350,000 PPE purchases for members. Established hotline for any member to call if they had concerns.
  13. NACE Maine: #postponedontcancel Launched information campaigns for the industry like NACE Maine Chapter #PostponeDon’tCancel Watch the video >> https://youtu.be/0Bv1_Ry-nSo View article. https://www.specialevents.com/news/industry-professionals-maine-come-together-postponedontcancel-campaign?_mc=sm_sm_x_x_x_x_hashtagcampaign_11-10-2020&fbclid=IwAR3tu_8I_C6C2hNbAdE49k8Dmu2A7ccxGMvvnUBm_PrEHe7A_XlvMmVVNFA
  14. WHY EXTENDED PROGRAMMING BANDWIDTH IS IMPORTANT Chapters extend primary association’s bandwidth for programming, member service and volunteer development. Just look at the number who sourced PPE for members like the AGC Texo Chapter or launched information campaigns for the industry like NACE Maine Chapter #PostponeDon’tCancel. Chapters can act faster and more directly for members. They can develop fresh content. And, they are able to pilot programs for the national organization to replicate. In many ways, the success in 2020 for these groups is tied to the fact that chapters are in a position to pivot more readily. We can tap into that agility with the right support and permissions – and perhaps financial resources.  Budget-friendly. Many industries and professions caught in a tight financial squeeze will appreciate access to education and events at affordable pricing – something chapters have long provided. Perhaps in 2021, this will be your association’s way to keep members connected. 
  15. Here’s an example of a “Trickle-Up” Mentoring program at NAIOP. Part of the chapter value is mentoring & connection. NAIOP, The Commercial Real Estate Development Association Local > National 51 chapters 19k members all chapters independent, very ‘local’ focused (e.g. big difference between Indianapolis real estate market and New Orleans real estate market) All chapters are independent that have their own by-laws but an affiliation agreement with National Mentoring Program Introduced by Toronto chapter (very unique: 2nd largest, 1500+ members + several staff) Created Mentoring software that matches mentors with mentees. Highlighted their success at national level, other chapters asked how they could do something similar Rolling out the Program The ATD report recommends starting with a small pilot program before a larger rollout. At NAIOP, 14 chapters (out of 51) are in the midst of running or planning the launch of their first mentoring program. “We recommend a six to nine month program,” said Courtney. “Chapters determine the actual duration, but we stipulate it must have a defined beginning and end. We also recommend allowing the mentor to decide how many one-hour sessions they want to provide within that timeframe.” NAIOP also suggests that participants plan out their one-hour discussion.
  16. Trickle Up Example PROJECT MANAGEMENT INSTITUTE (PMI) Local > Regional > National 300+ chapter globally 162 in North America 500k+ individual members – but they “touch” 2.9 million project management practitioners around the world Operation: Quality for Hire Aid Veterans, active military and/or their families Help them make the transition back into the Civilian world (and into the project management community) Assist them in becoming qualified for project management certifications and help them secure employment in the Project Management profession    Members of the military already have the skillset. It’s about helping them understand they have it and helping them translate their skills to a civilian project management role. Introduced in Tampa, FL chapter by 2 volunteers: 1 was certified Project Mgr but working for DoD. Other was former Lt. Col. In Army who had transition to Project Mgt. They teamed up to help each other, realized their military-learned skillset meant something in the civilian world. Started in 2010 doing monthly educational “Lunch & Learn” sessions at MacDill Airforce Base about Project Mgt and how to get certified.
  17. Trickle Up Example The EDUCATIONAL THEATRE ASSOCIATION (EdTA) Local > National International Thespian Society has 47 state chapters + 2 international chapters Plus ‘Thespian Troops’ aka high school groups all over the world (e.g., military bases, English schools in other countries) Started as national honor society for high school students in theatre Now 100k active junior / high school students and 5k professional members (teachers, industry professionals) 2.3M people have been inducted since its founding 90 years ago…including Tom Hanks, Madonna. 47 chapters. Most are based on States plus 2 international. Also have ‘Thespian Troops’ aka high school groups all over the world (e.g. military bases, English schools in other countries) Disaster Relief Matchmaking Program
  18. In our Jan idea swap, one CRP Ann Dorough chatted: Components really stepped up with virtual events. They took some chances that paid off.” PRSA Maryland is a good example. April Tone : Loads of content creation from previously inactive division groups. What can we learn from them? PRSA MD board debated – should we cancel the awards after all $$ tight, PR dept way too busy. Then they said wait, we need to celebrate how we in PR have rised up to help communicate the critical needs coming out of the pandemic and protests. So they added two special awards (COVID 19 Communications and D&I professionals), re-launched student scholarship, and focus on what was possible. That shift brought in nominations, brought in attendees and sponsors. And volunteers! PRSA Maryland – Celebrated what went right in 2020 – helped get the local stories out! https://prsamd.wildapricot.org/event-4045370 The 2020 Best in Maryland (BIM) gala will be virtual this year but that doesn’t mean it won’t be celebratory! Join us December 10, 2020, 6:00 – 7:30 PM, for an evening of no-cost networking, entertainment and a few surprises. Who are our best COVID-19 communicators and who is taking home Lifetime Achievement and Best of Show?  If you need to know, all you have to do is BYOB and grab a comfy chair. The link to the virtual platform will be sent to you when you register for the event. Each year, this highly anticipated celebration draws more than 100 award-winning public relations and communications practitioners from across the state and spanning every industry sector, including: PR and creative agencies, corporate, education, military and government, healthcare, nonprofit, professional services and independent practitioners. Come celebrate and mingle with those new to the profession as well as  executives and top decision makers as we wrap up 2020! Below are the ingredients you'll need to create your very own Rudolph the Margarita, our special event cocktail!
  19. @Peggy What I was referring to was a general lifting of all boats, not a specific example. There are lots and lots of components of all sizes turning all kinds of programming virtual (from board and member meetings to continuing ed events, all the way up to splashy awards programs and multi-day conferences. I pushed out tips, webinars, roundtables, advice sessions, and articles to the components on this topic from late March through June. Leaned on them to focus on quality continuing ed, good production values on a budget, and how to rethink audience engagement. I don’t have metrics yet, but the bulk of them got the message and responded to the virtual challenge and did a strong pivot.   But yes, Open Doors Baltimore did a stellar job of shifting to virtual. It has been going on for several years and growing more popular over time. This would make for an excellent example!   Other examples: AIA Orange County mastered virtual building tours, when you couldn’t gather, slap on the hard hat, and actually walk through. Harder than it sounds to produce these. You need professional videographers to make it work. AIA Austin transformed their massively popular (and lucrative) home tour to virtual. It was an enormous lift, and I am not so sure that I would have spent so much money to produce it as they did, but in the end, they pulled off an incredibly high-quality event, so from the brand preservation standpoint, that’s a big win.
  20. Maddie shared this as a bright spot at the conference I did this week. I’m trying to get more info … Interestingly NTMA postponed their national 2020 Emerging Leaders Conference, originally scheduled for April 27 – 29 in Kansas City, MO. So this was a bright spot for NTMA Chapter Executive Maddie Dahl Northern Utah Chapter 2744 Parkland Blvd Ogden, UT 84404-6928 Phone: 801-337-7097 E-mail: chapterexec@nuntma.org
  21. How to take a “Trickle-Up” Approach It can be tricky for National to introduce a new program to all members – no way to know in advance if it will be successful with all chapters. Taking a “trickle-up” (vs trickle-down) approach to a new program gives you a head start – you already know the program can be successful. Your challenge will be scaling it in a way that works for every chapter, not just 1 or 2. Much like scaling a recipe – you can’t just double the ingredients for a cake and expect to have a good cake, at twice the size. Each ingredient needs to be handled differently…much like local chapters. What works for one won’t automatically work for another. How to trickle up: Brainstorm…ideas with chapters. What are the most successful programs they’ve introduced? And would they work for other chapters? Pick a program…and showcase it at a national level. Ask for feedback. Gauge interest from other chapters. Make a choice…do you want to be a ‘driver’ or a ‘facilitator’? Which will work best within your organization? Roll it out! View Trickle Up Webinar >> https://www.billhighway.co/taking-a-trickle-up-approach-to-chapter-engagement-programs/ Is there a wider need for this program? What works for one chapter may not work for others. Need to understand your organization, as well as your relationship with chapters. Will other chapters be open and willing to participate in this new program? Will your involvement be welcomed by the chapters…or resented? How involved do you want to be? How involved can you be – financially, as well as bandwidth? Will you be the ‘driver’ or the ‘facilitator’? How to maximize success? Introducing a new program goes beyond the roll-out. Once you’ve launched, how will you measure success? Stay on top of what is / isn’t working, and make ‘tweaks’ when necessary?
  22. WHY DEI IS IMPORTANT Answering the DEI imperative. For an association looking to fully embrace diversity, equity and inclusion, there is likely a strong point for a local network. Chapters can nurture conversation at the local level in a way that supports national/global conversation, especially given that many ethnic groups tend to congregate geographically creating pockets of like individuals. Chapters can play an essential role in delivering in-person or virtual education. Chapters often offer an accessible pathway for younger and diverse members to engage in the work of the association. This Photo by Unknown Author is licensed under CC BY-ND
  23. Let’s look at one chapter’s journey. Starts with a conversation at the board level & the writing of an open letter with promise to lead a conversation, host a weekly chat, host a annual conference session Weekly chat devoted to a conversation on personal and organizational response to BLM ending with a question to attendees: what should the chapter do? Conference session with 2 leading DEI professionals followed. Generated dialog raised up two members who took on the 1st DEI committee and joined the board … Program development including a very well received – record attendance webinar -- …
  24. The Black Press and Why It Matters to Your Comms Plan: A Conversation about News, Equity, and Audience Presented Online via Zoom with Q & A https://prsamd.wildapricot.org/event-4143545 In the aftermath of last summer’s racial unrest and the recent election results in Georgia, understanding the African American news audience is more crucial than ever. The Black Press, which has been a key news and information outlet in America for nearly 200 years, is once again being rediscovered as an essential partner for professional communicators. Join us as we discuss: The role of The Black Press and why The Black Press still matters. How can agencies/companies successfully pitch to The Black press in Baltimore and beyond? The role The Black Press plays communicating about COVID-19 vaccines.
  25. Access the guide >> https://www.pta.org/docs/default-source/files/runyourpta/2020/diversity/dei-guide-for-pta-local-leaders.pdf
  26. HOW CAN WE GUIDE OUR CHAPTERS IN THE DE&I CONVERSATION (IDEA SWAP RECAP) https://marinermanagement.com/resource/blog/2020-07-15/how-can-we-guide-our-chapters-in-the-dei-conversation-idea-swap-recap/ Give chapters a seat at the table. Chapters need to be active participants and therefore should have a bigger role around this conversation. After all, they are the main member recruiting channel. Tap the strengths, personalities, attributes of individual chapters bringing them into the development of the initiatives. Reach out to chapters and chapter members who have experience in this area to convene a task force to look at how chapters can act. Note: It’s not enough to have someone at the table. Leadership needs to hear what they are saying and give them a safe space to talk. Assist chapters with their messaging and initiatives. Create a statement of intent that chapters can “copy/paste” and use locally. Leverage the skills of members to create the messaging; reach out to other groups to leverage their expertise as well. Establish DEI grants to help chapters try innovative solutions. Share demographic data with chapters so they can better target their members. Think about how you can help chapters build upon current member market campaigns that may already be doing outreach to certain demographics.   No one size fits all. Recognize the capacity of chapters (i.e., size, professional staff, etc.) and demographics when creating a plan. The lists of “musts” must be vague enough to be flexible. Create various models and options for chapters to use recognizing the differences. Use language that would be best received across the board. Note: Expect blowback so be prepared and stand firm in communications.   Add content and training to chapter leadership training programs. Work on building skills around being a leader who embraces diversity. Target to different member segments and add training on DEI related skills/processes.   Questions: Younger members ready to go! How do chapters balance slowing down/speeding up when it makes sense?  How do chapters break out of traditional networks to reach different perspectives?  There are many related topics to address across the board in addition to diversity. How do we create resources that are respectful if you are not a member of the group the organization is looking to represent? 
  27. @Peggy, would we want to do a chat or poll here? Chat Question: What is one thing you want to provide your chapters to focus on to improve diversity, equity and/or inclusion efforts? What is one thing you want your chapters to focus on to improve diversity, equity and/or inclusion in governance and leadership efforts? Poll Question: What stage are your chapters at when it comes to diversity, equity and inclusion in governance and leadership? Beginning Stage – Color/Identity-Blind Emerging Stage – Focused on Diversity Intermediate Stage – Focused on Inclusion Advanced Stage – Focused on Equity
  28. HOW CAN WE ACT? Poll: What would you brag about your chapters to your CEO? # of events # of member engaged # of ways chapters shared national messaging/resources Member service or activity that was innovate or timely $$ saved Lessons learned through chapters pivoting/innovating Other Ramp up leadership development. Build out the standard training to long term program with ongoing micro or smaller learning opportunities.  Give leaders more access to information that sharpens their skills and gets them to think differently. Create an education strategy. Create an education strategy for your association that appreciates the blurring of geography and finds ways to incorporate the learning offered at the chapter level into a broader education “calendar”. Minimize competition; maximize collaboration. Ramp up tech/admin support. Offer master accounts on virtual platforms and extended licenses for web platforms. Offer resources, webinars etc. on how to create engaging meetings. Celebrate. Take time to pause and highlight the activities chapters have done. Create videos, awards, shoutouts etc. to celebrate your chapters. Thoughts on Common Challenge: How can chapters maintain a strong sponsorship program, which is critical to the financial strength of chapters? Good news is that sponsors are interested and want to be invited to the table. Stress that this is a great opportunity to reach a broader audience through virtual engagement. Suggested ways to get them involved included … Inviting sponsors to serve as moderators and/or lead a discussion on takeaways from a program. Asking sponsors to moderate a happy hour discussion Creating a challenge where people take pictures, post, get points and may win a prize; sponsors can be listed/promoted as part of the challenge. Featuring a member who has used a sponsor’s product and can share their personal success story with using the product.
  29. Shelley Wales : Another thing I was going to mention was to help them with self-care. Webinars on it, little gifts, etc. We've had a couple of chapters send boxes like the one attached (the purchase of which also supported a local charity) to all the chapter members. It had coffee, a facemask, a handwritten note, and a flyer highlighting some of the resources available to them as members.  That chapter has about 35 members and I found an invoice for it that was around $350. But that doesn't include shipping.  The boxes came from https://www.rethreaded.com/ in Florida.  And we've had a couple of chapters bring in speakers on self-care, too.  The boxes and one of the speakers did cost money but I think one chapter had a self-care speaker that was free, it was a local chaplain I believe. 
  30. @Peggy – One option is to follow the path CAI did last year … CAI connections – Emily Jennings The taskforce was called the Chapter Assistance Taskforce, and it was established to determine CAI chapter needs as we continue through and past this pandemic. We handpicked CEDs from chapters of different sizes and geographic areas. Crystal and Kelly met with them initially and listened to their concerns and types of needs. From there, they decided to do an electronic survey to CEDs as well as focus groups to get feedback. The participating CEDs on the taskforce led the focus groups with CEDs of the same size chapter. They collected the feedback and gave it back to Crystal and Kelly. From there we found there were some things that we already have that just needed to be highlighted or reshared. We also determined other needs and were able to act on them – chapter assistance grant, mixologist video to share for chapter use, dues rebate taskforce just to name a few. I’m sure Crystal and Kelly can add any details or answer any other questions you have.   As far as the watercooler chats with CEDs, we are now doing them twice a month to allow for more people to join. We recently heard from them that they’d like to have a focus area for some of those meetings, so they can come with ideas or expect to hear some. Crystal is planning to ask them what they’d like to discuss ahead of time. We don’t, however, want to take away from that organic conversation that happens, so we will still allow for that.   We are continuing do the monthly president chats as well. These have proven to not only be beneficial for the presidents, but have really given us the opportunity to get to know them a little better. In the past, basically the only interaction we had with them was at the annual leadership training.
  31. @Peggy – Make the case for your chapters. Chapter relevancy in 2021 is tied to engagement, recruitment & retention....local is important, you an get some interesting things going on quickly, connect with people you might not be able to connect with. Components reach a whole new segment of members and non-members. Opportunities to focus on chapter members and highlight the local angle and impact of broad national topics. Ability to create micro-moments. Pull your numbers together to make your case. Show the number of people, registration counts, events happened, how many chapters did what. Teach chapters how to tell their value. Metrics for the stuff we’re not getting done or doing and how its impact was negligible so we can do other things.
  32. Action/Homework If you want your chapters to have value, you still have to get them to do something. Become a partner in their success in achieving goals. Begin with encouraging all to share 2021 plan. Maybe you create a master to share back with all chapters to (1) encourage collaboration/resource sharing and (2) soft competition. Use your knowledge of the plans to create individualized support for chapters or to create new resources Create a quarterly “goal” and give awards to chapter that meet it; Consider shifting your support to funding innovation Give a template for chapters to share their individual value – just helping them walking through to fill out has real value in helping them see and get energized by their successes
  33. CTA: sign up for March webinar
  34. Any questions? Thank you!