5 Must-Pack Items for Conferences

Image Credit: By Israel Sundseth

By Valerie Sprague, AMS Manager

When attending a conference, there are a few must-have items that are essential for a smooth and successful trip. From staying connected to looking out for your own personal comfort, here are some items you don’t want to leave home without.

  1. Devices and  chargers. Don’t forget those all-important devices (think laptop, cell phone, tablet, etc.); and also remember to pack those chargers for your numerous devices you will be using at a conference. A laptop left at your office or the cell phone charger still plugged into your wall at home could turn into a big conference fail!
  2. Something warm to wear. Meeting rooms and conference centers can run cold. It’s always best to be prepared with a warmer item, such as a sweater, that you can easily carry around with you and throw on should the temperatures drop in the meeting room.
  3. Comfortable shoes. Generally, conferences will involve a lot of walking or time spent on your feet. Be it walking through airports, socializing at a network event, traveling between meeting rooms at a venue or walking an exhibit hall – you will likely be on your feet a lot! So keep this in mind when packing shoes. Also, remember, it’s probably not a good idea to try out a brand new pair of shoes at a conference but, if you must, pack some adhesive bandages too.
  4. Business cards. You’ll probably want to have business cards on you when meeting new contacts, so make sure these get packed as an essential item. You never know who you will meet and it’s a great way to stay in contact even after the event.
  5. Travel bag. Don’t forget a lightweight travel bag, tote bag or backpack to carry all of the above! This will make it easy to have everything on you and stay organized when actually attending the big event.

Being prepared with these crucial items will help ensure you are prepared for your next conference experience!

Want to know more about association management? Contact us info@imiae.com to find out more about what IMI Association Executives can do for your organization.

Roundup! Our Top 10 Lists

Image Credit: Canva
Image Credit: Canva

By Rachel Owen, Communications Manager

I love a good “list post.” You’ve probably seen them everywhere: Top 10 Ways to Simplify Your Life Before Breakfast, 5 Ways to Be a Superhero Every Day, or 7 Movies You Didn’t Know Are Based on a True Story. List posts get you to the information you need without a lot of fuss and then get you on to the rest of your day.

In honor of this perennial favorite, we present to you a roundup of the top list posts from the IMI blog!

Top 10 List Posts for Associations

  1. Top Speakers & Sessions at ASAE

Our team shares the sessions we just can’t stop talking about.

  1. 5 Ways to Save a Bad Day

If your Tuesday feels like Monday 2.0, this post is for you.

  1. 5 Steps to an Awesome Onboarding Experience

Help the new employee or volunteer acclimate quickly with these tips.

  1. Top 10 Excel Tips and Shortcuts for Associations

Whether you love Excel or love to hate it, these tips will make your day easier.

  1. Top Tech Tools for Associations

Here’s what our team is raving about right now.

  1. 21 Tips for Better Board Meetings

What happens when 10 executive directors brainstorm a better board meeting? You get this post.

  1. 9 Tips to Recruit and Retain Volunteers

How to bring in those volunteers and then keep them engaged.

  1. 20 Key Takeaways from the Book: “The Will to Govern Well”

We love a good book!

  1. 3 Things I Learned About Membership

Lessons from one year in membership services.

  1. 7 Evergreen Ideas to Engage Volunteers

This is our very first post on the IMI blog and it’s worth repeating!

Do you like list posts or do you prefer a traditional blog post? Share with us your favorites in the comments below!

Want to know more about association management? Contact us info@imiae.com to find out more about what IMI Association Executives can do for your organization.

TED Talks for Associations

Image Credit: Mary Pi
Image Credit: Mari Pi

By Rachel Owen, Communications Manager

Looking for new and different inspiration for your associations? Check out a TED Talk.

If you haven’t heard of them yet, TED Talks are Technology, Entertainment, and Design presentations under the concept of “Ideas Worth Spreading.” (More on TED Talks here.)

Most of the Talks are about 20min long, which is the perfect length to view over lunch and refresh your mind for the rest of the day.

While TED Talks aren’t specifically about associations we think the concepts can provide inspiration for any organization.

8 Ted Talks to Inspire Associations

  1. Simon Sinek: How great leaders inspire action
  2. Sherry Turkle: Connected, but alone?
  3. Melinda Gates: What nonprofits can learn from Coca-Cola
  4. Michael Porter: Why business can be good at solving social problems
  5. Roselinde Torres: What it takes to be a great leader
  6. Beth Kanter: Doing Good Online
  7. Steven Johnson: Where Good Ideas Come From
  8. Clay Shirky: Institutions vs. collaboration

What are your favorite TED Talks? Let us know in the comment section below.

Want to know more about association management? Contact us info@imiae.com to find out more about what IMI Association Executives can do for your organization.

 

How to Unsend an Email

Image Credit: Aleksi Tappura

By Rachel Owen, Communications Manager

For all those times when you:

  • Forgot the attachment
  • Sent the email to the wrong “Jennifer”
  • Found a glorious typo seconds too late
  • Reconsidered your response to that critical email
  • Neglected the most important piece of information and needed to send a second email
  • Accidentally clicked “Reply All”

And wished you could undo it. This post is for you.

How to Unsend an Email … Sort Of.

Using Rules in Outlook, you can set up “deferred delivery” of an email such that after you click “Send” your email will sit in the Outbox for a time before it actually sends.

During that time, if you suddenly realize you forgot the attachment, etc., you can re-open the email in your Outbox, make changes, and click Send again.

While this function won’t actually bring the email back after it has been delivered, it does give you a small window of time to fix a mistake.

If you use Gmail, you can enable the Undo Send feature.

To set up deferred delivery in Outlook:

  1. Click on Rules > Manage Rules & Alerts.

manage rules

  1. Click on New Rule.
  1. At the pop up, select “Apply rule on messages I send” > Click Next.

apply rule

  1. At the “Which condition(s) do you want to check?” screen, do not select anything. Click Next.
  1. Click “Yes” when prompted to apply the rule to every message you send.
  1. Select “Defer delivery by a number of minutes.” In the Step 2 box, click the “number of minutes” to specify how many minutes to defer delivery. Click Next.
    A one minute delay has served me well. If you find that one minute isn’t enough time you can always modify the rule to boost the delay to two minutes or more.

delay minutes

  1. On the next screen, you can set up any exceptions to the rule here. If not, click Next.
  1. Name your rule, select “Turn on this rule” and click Finish!
    You will want to keep the name simple, such as “Defer delivery by 1 minute.”

finish rule
If you don’t want to delay all of your emails, check out the first part of this post for how to delay a single email.

Do you have any other email tips? Please share in the comments below!

Want to know more about association management? Contact us info@imiae.com to find out more about what IMI Association Executives can do for your organization.

Top Sessions and Speakers at ASAE

Image Credit: Canva
Image Credit: Canva

By Linda Owens, CAE, Owner and President

We at IMI were proud to send four staff members to this year’s ASAE Annual Meeting in Detroit, Mich. With such a large team in attendance, we were able to take advantage of a variety of sessions to get a good taste of what ASAE had to offer at this year’s conference.

These are the top speakers and sessions that our staff found to be dynamic, informative and memorable. Whether you are scoping out potential speakers for an upcoming conference or looking for educational resources, this post is for you.

Our Top Speakers and Sessions at ASAE

Post-Conference Workshop: Executive Leadership Program

Speaker: Jared D. Harris, faculty member at the University of Virginia’s Darden School of Business and a Senior Fellow at Darden’s Olsson Center for Applied Ethics

Comments: This was by far my favorite session out of all the sessions I have attended over the past eight ASAE Annual Meetings. If ASAE partners again with the Darden School of Business for future sessions I will be there! Workshop participants were presented with two real-life business situations which presented an opportunity for us to test our mastery of techniques and to refine our business judgment. This workshop definitely helped me improve my way of thinking about business situations.

Executive Committees: Do’s, Don’ts and Damage Controls

Speakers: Glenn Tecker, ADHD, DsLx , Chairman and Co-CEO, Tecker International LLC; Andy Clarke , CAE, former President, League of American Bicyclists; Cynthia Mills, FASAE, CAE, CMC, CPC, CCRC , Founder, President & CEO, The Leaders Haven

Comments: I attended this session after finding one of Glenn Tecker’s books to be extremely helpful , so this session was a “must attend” on my list. I found the session to be interactive and had to chuckle at the two scenarios which were presented for consideration on how to navigate and how to prevent a similar scenario from happening.

10 Must-Dos to Protect Your Intellectual Property

Speaker: Jeffrey Tenenbaum, Esq., partner, Venable LLP

Comments: This session was like drinking from an intellectual property firehose. It was a very fast moving session with lots of takeaways!

Ignite

Speakers: Tammy Barnes, Director, Operations State Advocacy, American Psychological Association; John Ganoe, CAE, Executive Director, Community Association Managers International Certification Board; Tracy King, MA, CAE, Principal & Founder, InspirEd, LLC; Jakub Konysz, MA, CAE, Manager, Strategic Global Initiatives, American Chemical Society; Conor McNulty, CAE, Executive Director, Oregon Dental Association; Mark Milroy, CAE, Vice President, Learning, ASAE; Stefanie Reeves, MA, CAE, Executive Director, Maryland Psychological Association; Erik Schonher, Vice President, Marketing General Incorporated; Catherine Wemette, CAE, Chief Goodness Officer, Good for the Soul; Beth Z. Ziesenis, Your Nerdy Best Friend

Comments: The IGNITE session was my favorite! It’s the learning format that’s fast, fun, and focused where each speaker gets 20 slides, auto-advancing every 15 seconds, for five minutes total. The concept is really cool, and it kept it interesting, fresh, and sometimes funny when the slides advanced before the speaker was ready. I wrote down lots of good quotes and quips from the session, but I think that the overarching theme of the session, “enlighten us, but make it quick”, was probably my favorite. I’m looking for ways to bring this into my meetings.

Reggie Henry

Reggie Henry, ASAE’s Chief information Officer spoke at a CEO Power Breakfast hosted by Fort Worth CVB. Reggie was a dynamic and engaging speaker. The focus of his session was how advances in technology are changing the way we work and live. Then he shared insights on how particular technology can be used to change the way associations provide content and services to member in order to remain relevant. This session was not one of the regularly scheduled ASAE events. However, if your membership profile has you listed as a CEO of your organization you should receive an invitation to the session directly from the Fort Worth CVB.

Jeff Hurt

Jeff Hurt, EVP with Velvet Chainsaw Consulting led the session Strengthen Your Strategic Thinking Muscles To Become A Better Leader. Jeff tangled with a difficult subject – strategic thinking – to really focus on how thinking more strategically can help us become better leaders. In the process he distilled and defined strategic thinking and provided a plethora of engaging activities for the audience all in a 30 minute session.

Deedre Daniel

Deedre Daniel, Director of Partnership Marketing with GEICO spoke again this year at ASAE. Last year I loved her dynamic and engaging session on LinkedIn. This year she not only provided her insights at a session on her own (Learn to Share or Your Bottom Line will get Spanked), she teamed up with some heavy hitters to present Selling to Association. Deedra is definitely a presenter to watch.

Want to know more about association management? Contact us info@imiae.com to find out more about what IMI Association Executives can do for your organization.

How to Improve Your Association’s Finances

Image Credit: Canva

By Anna Morris, account associate

The Association Management Companies Institute just rolled out a report that spell$ big new$ for the a$$ociation management industry. Err… sorry, appears the “s” key on our keyboard is broken, but we’ll just replace it with a $ sign, which is exactly what the July 2015 report is about: more $$$ for associations managed by an AMC. (Learn more about what an AMC is here.)

Commissioned by AMCI, an independent researcher from Brigham Young University found that associations using AMCs have stronger financial performance than those that do not. In fact, the report found that “AMC-managed associations experience more than three times the growth in net assets and 31 percent more growth in net revenue, regardless of size and tax status” (here). The study surveyed more than 160 associations with budgets ranging from $500,000 to $7.5 million, which is a good indicator that the study’s results are applicable across associations of different types and sizes. This is huge news for an industry where many associations still shy away from AMCs because they fear the cost or lack of added value.

The research is in: Using an AMC can more than triple your assets. Check out more info on the research study here or see what IMI could bring to your association here.

Want to know more about association management? Contact us info@imiae.com to find out more about what IMI Association Executives can do for your organization.

How to Get the Most Out of Professional Development

Image Credit: Ariana Escobar

By Rachel Owen, Communications Manager

Whether it’s a one hour webinar, a conference, or a certification program, professional development is an important investment of our time, resources and attention. How do you make sure you are getting the most out of your investment?

Team-Up

If you’re attending an event, find out if any colleagues plan to attend as well. For the 2015 ASAE Annual Meeting in Detroit, IMI sent four staff members which allowed us to take advantage of a variety of the concurrent sessions and maximize the information we learned. Going as a team also helps to alleviate that disappointment when you simply can’t make it to a session on your “wish list.” You can coordinate schedules to see if someone is able to sit in the session for you.

Debrief

Immediately following the event, get together with attendees and discuss the highlights. Talking through the information can really help to solidify concepts and flesh out ideas. Also, hearing how others experienced the event provides “fresh” eyes on what we experienced. Don’t forget to make a list of any action items that come up as part of the discussion. If you didn’t attend with colleagues, you can journal or write a blog post for a similar effect.

Here are just a few questions you can use to generate discussion:

  • What excited you?
  • What was helpful?
  • What needs further research?
  • What did you learn that you didn’t know before?
  • What did or didn’t work for you as an attendee?
  • How did the speaker make you feel?
  • What made the session engaging?
  • Would you attend next year?
  • What would you do differently?
  • Who did you meet?

Share

Make sure that you share the knowledge and ideas with the entire team – not just those who attended. IMI best practice is to share meeting notes and any resources with the entire team so that everyone can benefit. Get in the habit of taking good notes! If you take notes the old-fashioned way, like I do, type up the important concepts after the meeting. During a webinar, screenshots are helpful to capture visual resources and quickly summarize key points.

Apply

Applying the new information is the most crucial part. One thing I like to do is carve out a small block of time following the meeting to make the first steps on those action items or to schedule further time to research. Perhaps you need to redesign your Twitter header, set an appointment with your insurance agent, schedule a staff meeting to discuss a new process, or research a new association management system. Break any large tasks into smaller, manageable tasks. At next year’s conference you’ll be able to look back and see how far you’ve come.

Stay tuned for a list of our top ASAE sessions and more about what we learned. Do you have any tips for getting the most out of your professional development opportunities? Let us know in the comments!

Want to know more about association management? Contact us info@imiae.com to find out more about what IMI Association Executives can do for your organization.

 

Race for Relevance

Image Credit: Canva

By Whitney Thweatt, account manager

As an association management professional, I find myself constantly wondering how to improve the association and member benefits. In an age of almost limitless free resources available online, associations are faced with the daily challenge to show value and relevance to both current and potential members. What are some strategies association professionals can take to address this challenge?

The book, Race for Relevance: 5 Radical Changes for Associations, by Harrison Coerver and Mary Byers, CAE, proposes five fundamental changes in the way we think about association governance and management:

  1. Overhaul the governance model and committee operations.
  2. Empower the CEO and leverage staff expertise.
  3. Precisely define your member market.
  4. Rationalize programs and services and focus on those that have the maximum effect.
  5. Build robust technology framework.

Not sure where to start? Here are five high impact ideas to implement in your association.

5 Tips for Keeping Your Association Relevant:

  1. Members and volunteers face a work/personal life dilemma. “I don’t have time” really means “I have better things to do with my time.” Volunteers expect a return on investment of time so make sure you are offering some short-time volunteer opportunities as well as ones that are worthwhile to the volunteer.
  2. The board should focus on potential and possibilities; staff on implementation. Ideally you should have a competency-based board made up of five or six people.
  3. Specialization is key. Associations should focus on their strengths instead of trying to be all things to all members. Members will narrow their memberships to those with highest return on investment.
  4. Concentrate on the products that deliver the most value. Unused services and unneeded programs have no value. Prune obsolete services and your message becomes simpler.
  5. Every association function can be enhanced or performed via technology. Not only can automating some tasks free up staff time for other important member projects, it may also increase involvement. Find out what technologies and services your members are already using and integrate current member resources into those systems.

Want to know more about association management? Contact us info@imiae.com to find out more about what IMI Association Executives can do for your organization.

Loose Lips Sink Ships … And Client Relationships

Image Credit: Canva
Image Credit: Canva

By Stevie Kernick,  owner emeritus, account manager

No matter what your generational representation, you have likely heard the phrase, “Loose Lips Sink Ships,” coined during World War II as part of a general campaign of American propaganda to warn servicemen and other citizens to avoid careless talk concerning secure information that might be of use to the enemy.

So, might you ask, what does this have to do with associations?

With any long-term client affiliation, the association staff working with that association develops relationships with members and, particularly, those members in leadership positions with whom staff is apt to have frequent interactions. Those client-staff relationship can often move beyond discussion of the day-to-day operations of the association into more personal conversations on family activities, birthdays, weddings or vacations.

So far, this is fairly benign.

But what about the member who wants to talk with you about a negative interaction or exchange with another member? Your antenna should go up … but does it?

It’s easy to get pulled into negativity. Perhaps you also have had a similar negative response to that same member, or even another member. And since you are intimately sharing information already, it’s easy to add to the conversation with your own experiences with members, all of which seems most innocuous at the moment.

The funny thing about relationships, however, is that a riff in the relationship between two members can be resolved almost as quickly as the initial grievance occurred, and a few months later those two members are suddenly congenial and conversive and you are hoping your negative comments are not remembered or, at the least, not being repeated.

Suddenly the confidential relationship you thought you shared with that member or board member is in question. Might your “loose lips” comments be shared with other members of leadership? The board president? Your immediate supervisor? How might that impact the client’s perception of your management company and its ability to maintain appropriate levels of confidentiality?

You are starting to sweat and so you should be.

The advice is quite simple. Do NOT under any circumstances allow yourself to be drawn into negative conversations about any association members. If you find yourself a party to such a negative conversation, excuse yourself and make a hasty retreat.

You can politely and professionally suggest that any problems between two or more members be directed to the association president for action.

Don’t let your “loose lips” be the reason your management company loses a client or you lose your job.

Want to know more about association management? Contact us info@imiae.com to find out more about what IMI Association Executives can do for your organization.

Transitioning a Client When an Executive Leaves

Image Credit: Canva
Image Credit: Canva

By Linda Owens, Owner and President

Imagine this scenario: You arrive in the office one morning to find a letter of resignation from Chris, an employee who has served as an executive director for the past six years. He’s given two weeks’ notice; not nearly enough time for a smooth transition.

Your first reaction may be:

  • “Oh no, what will we do now?” Chris has served as the executive director to one of your larger clients. You feel Chris’ departure is a significant loss.

Or

  • “It’s for the better. I have had this nagging feeling about Chris’ performance over the past six months which has required several serious coaching sessions.”

Either way, you are concerned about the immediate transition steps that need to take place. You worry about who will manage the day-to-day priorities of the association in the interim, and may feel as though a search for a new executive director needs to happen immediately.

Not so fast. When an executive director leaves the organization, it provides an opportunity to take a step back and assess several areas: your current organizational structure, your client base, your long-term goals, and the capabilities of your staff. So, don’t panic. Often, what seems like your worst nightmare at the moment can result in an opportunity to reassess your company’s priorities and make changes that will result in increased efficiencies and enhanced effectiveness.

When an executive director leaves, whether it is because they resigned or were dismissed, it’s time to consider your options by taking the following steps:

Begin an assessment of your organization. Do you have the correct structure in place? Maybe your AMC has grown and it is time to move to a more departmentalized structure. How is your client base performing? Maybe this is a good time to assist a struggling client with finding a different management resource that might be a better fit for them. What about the current staff? Maybe the executive director’s departure will afford you the opportunity to promote a star employee who has really proven him/herself.

Write a plan. Draft a clear and precise plan that details the responsibilities of the outgoing executive director, as well as who will handle all other aspects of the transition during the interim period between the executive director’s departure and naming a new key contact person.

Get on the same page. Schedule the outgoing executive director to spend time with management reviewing the client’s production schedule to determine the status of all projects. If a new executive director has been selected, that person also should be involved in this meeting.

Communicate. Inform the staff of the changes, what you know for certain and the decisions that are still pending. Any change to a client’s team has an effect on the entire office. Communication is vitally important in keeping a staff functional and positive in spirit. People are social creatures and tend to discuss what is going on around them. It is important for staff to have factual information otherwise there will be a lot of speculation.

Notification should take place as soon as possible, even if they have to be told that final transition plans have not been made; the discussion should be open and frank. Consider involving staff in the transition and search process. It also is helpful to meet individually with those employees that are directly impacted by the change to give them an opportunity to share how they are feeling about the changes. This will help alleviate some of the stress that naturally occurs when there are significant changes in an employee’s role within the organization.

Determine board input. During the transition, decide how much input the board of directors should have and, possibly, in the candidate selection process as well. There are some clients that interact on a daily basis with the staff and who place a high regard on the executive director, so it would be important to notify the board of directors immediately. There are other clients with whom it would be very important that you have a transition plan firmly in place to reassure them that the AMC has a clear transition plan in place. In either case, the executive director’s scheduled departure should be communicated as soon as possible. This communication with the client leadership should include regular and frequent updates on the transition process; all such communications should be done face-to-face, whenever possible, and should be done by a senior executive of the AMC.

Resist the urge to rush the interview or selection process. Conduct a behavioral-based interview, asking questions that will help you determine if your candidate is a good overall fit. Don’t forget the importance of background checks and be sure to call those professional references (be aware of the employment laws in your state). Do not settle for a less than perfect fit for the client or you will surely regret it later.

Once the new executive director is selected, immediately introduce the new executive director to the board of directors. As soon as possible, send an announcement should to all of the client’s members informing them of the exciting news. With your new executive director in place, it is time to start positioning the new hire for success. Extra involvement from the AMC management team may be needed during the learning curve, particularly in the case where an executive director is replacing someone who was dismissed or who had a history of performance problems. Perform a 30-60-90 day review to assure that the new candidate is indeed a good fit and continue to check-in often with the new executive director and the association’s leadership.

Now, pat yourself on the back for successfully putting out another fire.

Want to know more about association management? Contact us info@imiae.com to find out more about what IMI Association Executives can do for your organization.

A version of this article previously appeared in the December 2009 edition of ASAE’s AMC Connection.