2019 CEX Presentation
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The document outlines the agenda and activities for the CEX: The Association Component Exchange conference, which connects component relations professionals. It discusses chapter data driving innovation, building passionate volunteers, and offers various tools for improving chapter performance and volunteer engagement. Additionally, it highlights the importance of partnerships in addressing challenges faced by component associations and provides resources and strategies for success.
![The Crisis
Toolkit
Wrap Up
[Write down specific action items]](https://image.slidesharecdn.com/cex19presentation-final-191023211859/85/2019-CEX-Presentation-136-320.jpg)
2019 CEX Presentation
- 3. About CEX: The Association Component Exchange The only conference designed exclusively for component relations professionals (CRPs).
- 4. Today’s Agenda Trail 1: Climbing to the Top: Chapter Data that Drives Innovation Connect with Your Hiking Buddies Trail 2: How to Help Your Chapters Build a Stream of Competent, Passionate Volunteers Trail 3: Earn Your CRP Badge: First Aid for Chapters in Crisis Trail 4: Choose Your Own Adventure: Campfire Chats & Stories Trail 5: Check in at the Trailhead: Map Your Path Forward Trail Mixer morningafternoon
- 5. Got chapters? We’ve got solutions. Billhighway unifies finances and data for organizations with components. We solve inherent operational, data and financial complexities that impact component-based associations. About Your Hosts 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.
- 7. Why do components matter? Why is the community in the room today so important to associations and our communities? Share your insights with KiKi, our Resident Association Chatter. KiKi L’Italien Association Chatter Brought to you by
- 8. Join our resident musician around the campfire for a finale that's sure to knock your socks off! Austin Ellis Resident Musician Brought to you by
- 9. Campfire Fuel Brought to you by
- 10. Hiker Support Brought to you by
- 11. Let’s meet each other!
- 12. Create a Safe Space 01 02 03 04 Be Present Challenge Ideas, Not People Share: Ideas, Experiences & Thoughts! Maximize Your CEX Experience Be Willing to Call Time Out If Discussion Goes Astray 05 06 07 08 Meet People Ask Questions Have Fun!
- 13. Write down your goals, questions and reasons for attending the conference 01 CEX Workbook Use your CEX Workbook for these 5 reasons: Learn what to expect and the objectives of each session 02 TAKE NOTES 03 Fill out the session work pages, toolkits, and questions 04 Capture your AHA moments and takeaways from each session 05
- 14. The CEX App Download the SwapCard app to access everything you need to know about CEX. • Speakers • Sponsors • Agenda • Attendees • Meet the Hosts • Today’s Entertainment • Social • Messages • Notifications • Contacts • Your Profile
- 15. Climbing to the Top: Chapter Data That Drives Innovation What is the role of chapters? Are chapters still relevant? How does our chapter program compare? TRAIL 1 Peter Houstle Co-Founder & CEO Mariner Management & Marketing Page 18
- 16. Use Your CEX Workbook Pages 18-33
- 17. Benchmarking: A look at the past to predict the future design
- 19. What’s Important… Auto Manufacturer: SALES • Silver - 28.1% • White - 11.8% • Light Brown - 11.6% • Black - 11.2% • Med Dk Blue - 9.5% • Med Red - 7.6% • Med. Dark Gray - 6.2% • Med Dark Green - 5.3% • Gold - 3.4% • Dark Red - 2.6% Insurance Company: LOSS • Gender and Age • Marital Status • Where You Live • Credit Score • Profession • Safety Rating • Vehicle Size • Age of the Car
- 21. Let’s Talk Why do you benchmark?
- 22. Download the report at http://bit.ly/chapterbenchmark2019 2019 Chapter Benchmarking Report
- 23. What did we measure?… Mission? Organization (how they operate) 21 questions Activities (what they do) 1 question (a big one!) Membership (who they serve) 4 questions Performance (how well they do it) 9 questions . INPUTS OUTCOMES
- 24. Let’s Talk How, if at all, have you changed what you measure? Why?
- 25. A few highlights … • Relationship Separately Incorp/Chartered 49% Independent Affiliates 23% Wholly Owned Subsidiaries 19%
- 26. A few highlights … • Relationship • Membership & Dues Contingent Membership 66% Unified Dues 40% HQ Collects Dues 56%
- 27. A few highlights … • Relationship • Membership & Dues • Programs & Services49% - Separately Incorporated/Chartered 23% - Independent Affiliates 19% - Wholly Owned Subsidiaries Networking and education top the list
- 28. A few highlights … • Relationship • Membership & Dues • Programs & Services • Affiliation Requirements 89% require affiliation agreement or charter
- 29. A few highlights … • Relationship • Membership & Dues • Programs & Services • Affiliation Requirements • HQ Support Event Promotion Database Management Start-up Kit Dues Invoicing
- 30. A few highlights … • Relationship • Membership & Dues • Programs & Services • Affiliation Requirements • HQ Support • Performance Metrics Formal Assessment Tool - 29% • Retention • Recruitment • Engagement
- 31. Poll Which of the following data points do you track at the chapter level? (Check all that apply) Member Count Number of Events Retention Event Registrations Recruitment Product Sales Volunteer Count Other Leadership Succession
- 33. 2016 vs 2019 | What we’re measuring 2019 2016 Change Retention 71% 41% 30% Recruitment 64% 40% 24% Participation 55% 27% 29% Satisfaction 39% 24% 15% Event evaluations 38% 25% 13%
- 34. 2016 vs 2019 | Affiliation requirements 2019 2016 Change Leadership positions filled 67% 45% 22% A specific number of members 61% 34% 27% Annual report of activities/achievements 52% 33% 19%
- 35. 2016 vs 2019 | Importance/Effectiveness 2019 2016 Importance Effectiveness Gap * Importance Effectiveness Gap * Member Engagement 4.5 2.8 -1.8 3.4 2.2 -1.2 Leadership Development 4.0 2.4 -1.6 2.9 1.8 -1.1 Member Recruitment 4.0 2.4 -1.6 2.9 1.9 -1.0 Professional Development 3.7 2.8 -0.9 2.9 1.8 -1.1
- 36. 2016 vs 2019 | Issues … 2018 2016 Change Quality Control 40% 29% 10% Alignment 32% 35% -3% Resource Allocation 17% 25% -8% Risk Management 8% 5% 3% Other 3% 5% -2%
- 37. 2016 vs 2019 | Performance & Value Formal Tracking Tool to Assess Chapter Performance? No 71% Yes 29% Calculate ROI? No 96% Yes 4%
- 38. Where to from here… Alignment
- 39. Where to from here… Alignment Quality Control
- 40. Where to from here… Alignment Quality Control Compliance
- 41. Where to from here… Alignment Quality Control Compliance Data
- 42. Where to from here… Alignment Quality Control Compliance Data ROI
- 43. Let’s Talk Has your CEO/Board questioned the value of your chapters? If so, how did you answer?
- 44. Where to from here… Alignment Quality Control Compliance Data ROI Value
- 45. Using Data Success Stories Hear from all-star chapter initiatives and how they’ve used data to support their chapter programs. TRAILBLAZERS
- 46. What We’re Measuring TRAILBLAZER Samantha Herman Senior Project Manager, Chapter Services Association for Talent Development (ATD)
- 47. Benchmark Using Chapter Data Samantha Herman Association for Talent Development (ATD)
- 48. Who do we collect data from?
- 49. Survey Components • Membership volume • Financial performance • Progress towards goals PART ONE: Annual Update • 18 CARE elements • Administrative • Financial • Membership • Professional Development • Communication PART TWO: CARE Survey
- 50. VERINT WEB-BASED PLATFORM ADDITIONAL DOCUMENTS SELF-REPORTED ASSESSMENT ANNUALLY Collection Information
- 51. CARE Submission Summary Chapter Results Administration Data and Components Annual Update Information CARE Element Achievement Data Chapter Activities bit.ly/cares19
- 52. How We’re Measuring TRAILBLAZER Kari Zick Manager, Component Relations Emergency Nurses Association (ENA)
- 53. ENA Membership Report by State Council • Provided to the State Councils on a monthly basis • Ability to see membership growth/decline from month to month • Membership variances from year prior
- 55. Membership Report Access • Monitor leaders who access their individual chapter reports • Who • When • Lack of access • Outreach to chapters • Frequency of access • Determine membership growth • Review membership efforts and what they are doing (possible practice sharing opportunity)
- 56. What Difference Does it Make? TRAILBLAZER John Bellotti Chapter Program Manager National Association of Tax Professionals (NATP)
- 57. The Crisis Toolkit Wrap Up Actions & Ideas – Pg. 71
- 58. Want to learn more? • Download the free ebook Evaluating the Health of Your Association’s Chapter Program from Mariner and Community Brands http://bit.ly/ChapterHealthebook • Download the free ROI Valuation Matrix and other resources at http://bit.ly/chapterroi Calculating your ROI
- 59. Connect with your Hiking Buddies
- 60. BREAK TIME
- 61. How to Help Your Chapters Build a Stream of Competent, Passionate Volunteers Are your chapters having a hard time finding and keeping chapter leaders and volunteers? TRAIL 2 Peggy Hoffman Co-Founder & President Mariner Management & Marketing Page 34
- 62. Use Your CEX Workbook Pages 36-49
- 63. PERCEPTION OF TIME Less control over time + work/life balance BREAKING INTO THE GROUP The “old guard” BORING MEETING SYNDROME Ineffective use of time INSUFFICIENT ONBOARDING Need training, orientation, resources UNCLEAR WIIFM Unclear benefits, outcomes
- 64. 03 Sell the WIIFM • Expand leadership training to all levels • Create a leadership training pathway 02 Equip Volunteers • Self-assess openness • Build short modules • Skills e.g. effective meetings & delegation • Make technology available to chapter leaders 01 Embrace Micro • Modify policies • Embrace at national level • Micro-training for micro jobs
- 66. Trail 2 Our NIGP Story
- 67. We Develop, Support and Promote Public Procurement What do we do?
- 68. Why is Public Procurement Relevant to Good Government? What do we do?
- 69. The public sector spends!
- 70. Makes up nearly 10% of annual US GDP
- 71. Millions depend on state & local government for employment
- 72. Working across thousands of agencies & government units Education Environment & Natural Resources Health & Human Services Public Safety Public Works Transportation & Infrastructure WHAT THEY DO
- 73. Procurement is core to all segments of state & local spend
- 74. So what is procurement? It’s the magic of supporting everyday life!
- 78. Infrastructure
- 81. It’s providing solid foundations for thriving communities
- 82. and caring for our most vulnerable in their time of greatest need
- 83. The list goes on and on and on…
- 84. Developing, Supporting and Promoting 16,200 Public Procurement Professionals Mission-Focused
- 85. Cities (31%) Counties (20%) States (16%) School Districts (12%) Higher Ed (10%) Who we serve
- 86. Advanced (24%) Bachelors (47%) Associates (13%) High School (16%) Who are our members
- 87. Under 30 (2%) 31 to 40 (13%) 41 to 50 (25%) 51 to 60 (38%) Over 60 (23%) Who are our members
- 89. Poll What similar challenges are you facing in your own association? a. Workforce Development b. Sustainable Workforce c. Leadership Succession Planning d. Something else
- 91. • Undefined Career Paths • Retirement Exodus • Their Replacements • Leadership What impacts us
- 92. Question How is your association addressing any of these impacts? • Undefined Career Paths • Retirement Exodus • Their Replacements • Leadership • Other
- 93. Trail 2 NIGP’s Strategy on Leadership
- 94. Leadership programs should not be developed in silos Our strategy
- 95. Integrate leadership development for maximum impact to Stakeholders: • Public Agencies • NIGP Chapters • The Institute Our strategy
- 96. Learning Leading Governing A sequence of leadership execution Leads to Leads to
- 97. Trail 2 Leadership for the Public Agency
- 98. By developing curricula to strengthen critical leadership skillsLearning: Strengthening Critical Leadership Skills
- 99. By developing curricula to strengthen critical leadership skillsLearning: On-Demand Leadership Skill Development
- 100. By developing curricula to strengthen critical leadership skillsLearning: Focus on Leadership as an Essential Competency Competency Badges Certificates Specializations Designations Professional Certification
- 101. • Intimate, cohort-based learning experience • Mix of in-person and online learning sessions • Skill development across core competencies: Communication Leading Change Influence and Persuasion Coaching and Mentoring Leading Teams Conflict Management Strategic Thinking By developing curricula to strengthen critical leadership skillsLearning: Enhancing Critical Leadership Skills
- 102. Question How does your association integrate leadership development for the profession into leadership development for chapter volunteers?
- 103. Trail 2 Leadership for Chapter Affiliates
- 104. NIGP Chapter Affiliates 72 Chapter Affiliates Statewide, regional, metro local Independent (membership not tied to the Institute) 13,700 total chapter members – 57% are also Institute members Range from 28 to 1,232 members Average 211 chapter members
- 105. NIGP Chapter Affiliates Supported by a Chapter Relations Manager Augmented communications & liaison support thru 19 Chapter Ambassadors: Chapter visits & presentations Quarterly teleconferences Continual feedback
- 106. Volunteer Recruitment — Leadership Commitment — Succession Planning Our Chapter challenges
- 107. Poll What similar impacts are you facing as a component leader in your own association? a. Volunteer Recruitment b. Leadership Commitment c. Succession Planning d. Something else
- 109. Chapter Leader Education Focus: Individual Skill Development Single Event NIGP Leadership Development Symposium (2013)
- 110. • Transferring the experience to address the needs of the chapter • Sustaining the networking beyond the event Leadership Development Challenges
- 111. 2019 Re-Named Leadership Development Symposium to Chapter Academy Greater engagement: 61 Chapters Represented (120 attendees) By developing curricula to strengthen critical leadership skillsTransforming the Symposium into a Sustainable Ecosystem
- 112. Content focused on skills & competencies needed by leaders to execute the chapter’s mission Event structured to include: Micro-burst success stories through Chapter Ignite! Breakout sessions Community service component Greater opportunities for networking and shared learning Transforming the Symposium into a Sustainable Ecosystem
- 113. Post-event engagement Virtual sessions Sustainable communications network via Nsite Chapter resource library via website Marketing tool-kits Transforming the Symposium into a Sustainable Ecosystem
- 114. Measurable successes Greater support and connections Greater engagement with NIGP Transforming the Symposium into a Sustainable Ecosystem
- 115. Question What have you gleaned from the NIGP experience that you may be able to apply to your own association?
- 116. Trail 2 Leadership for the Institute
- 117. How: Shared Governance Board Talent MemberFinance Governing through a shared governance structure Recruitment Placement Assessment Leadership Development Mentorship
- 118. How: Shared Governance Board Talent MemberFinance Executing thru a system of empowerment & engagement Features Universal application 1:1 conversations to determine talent and passions Selection process separated from political influence Virtual on-boarding Continual assessment to determine engagement and satisfaction
- 119. What’s next?
- 120. • Mentorship Program • Executive Leadership Program • Integrated Chapter Websites • Speakers Bureau Future Initiatives
- 121. Engaging Volunteer Success Stories Hear from CRPs about their all-star chapter initiatives and how they’ve turned around the “no one wants to volunteer” challenge. TRAILBLAZER
- 122. Making Learning Fun TRAILBLAZER Nabil El-Ghoroury Executive Director California Association of Marriage and Family Therapists
- 123. Finance 101: Welcome to Jeopardy! Nabil El-Ghoroury, PhD, CAE Executive Director California Association of Marriage and Family Therapists
- 125. Volunteer Pathway Expanded & Connected TRAILBLAZER Wesley Carr Director of Stakeholder Engagement Regulatory Affairs Professionals Society (RAPS)
- 128. www.RAPS.org
- 129. Launched with 500 volunteers and grew to 1,927. 285.4% Growth 01. 86% of volunteers in the database completed an opportunity. 1668 completed activities 02. At go-live, had 22 volunteer opportunities – all multiyear high-level commitments; grown to 71 diverse engagement points. 22 to 71 03. Total hours of volunteer time. 8,526 04. Value of the volunteer time based on industry calculations at experience levels. $529, 710 05. At go live, 6% of member were volunteers. Increased to 23.5%. 6% to 23.5% 06. RAPS VOLUNTEER PATHWAY LAUNCH STATISTICS
- 131. Meeting Volunteers & Chapter Execs Where They Are TRAILBLAZER Sondra Frank Senior Manager Chapter Relations Community Associations Institute Karen McMullen Senior Director Membership & Chapter Relations
- 132. STAFF SPEED DATING AND CHAPTER TRAINING LOUNGE Karen T. McMullen, Sr. Director, Membership & Chapter Relations kmcmullen@caionline.org Sondra Frank, Sr. Manager, Chapter Relations sfrank@caionline.org
- 133. STAFF SPEED DATING—SAY WHAT?? Challenge: Executive Directors and Headquarters disconnect Solution: Staff Speed Dating Results: Strengthened Relationships No more all caps emails! No more us vs. them—team CAI!
- 134. CHAPTER LEADERSHIP TRAINING LOUNGE Challenge: Stale training content resulting in disengaged and grumpy chapter leaders. Solution: Try a totally new concept for training— flexible learning at their own pace in a safe environment designed just for them. Results: Increased peer to peer engagement and collaboration Chapter leaders feel valued and look forward to the training Increased number of chapter leaders facilitating sessions Creation of chapter sponsorships to cover training costs
- 136. The Crisis Toolkit Wrap Up [Write down specific action items]
- 137. Looking for more ideas and resources? We’re exploring how-to’s and more in a series of posts beginning November 1: • Building a chapter succession plan • Embracing the micro-volunteer • Creating small & flexible volunteer roles • Board and committee meetings that matter Designed for you to reprint (free) in your chapter leader newsletter or other communique. Visit www.MarinerManagement.com/volunteer Building Volunteer Muscle
- 138. Earn Your CRP Badge: First Aid for Chapters in Crisis Do you have a chapter in crisis? Or one that's struggling overall or maybe gone rogue? TRAIL 3 Charlotte Muylaert Marketing Leader Billhighway Page 50
- 139. Today’s Agenda Overview01 02 03 04 05 Mismanagement Underperforming Chapters Data/Cyber Security Chapter Crisis Toolkit 06 Wrap Up
- 140. Use Your CEX Workbook Pages 50-61 What was your most recent chapter crisis? What risks did it present? Are there other risks you should be aware of? Why are they risks? Lack of policies & procedures?
- 142. Scenario#1 Innocent Financial Mismanagement Scenario: You just get a call from a new treasurer. The books haven’t been reconciled in several quarters & bills are overdue. How does this happen?
- 143. Innocent Financial Mismanagement Reactive • Don’t overact – no blame or shame • Go into triage mode • Create emergency financial plan • Limit expenses and grow revenue as quickly as possible Proactive • Make it a habit to touch base; have regular formal & informal communication to build trust • Provide financial training via webinars, video series or LMS • Provide 1-on-1 coaching when needed or peer mentoring
- 144. Scenario#2 Not-so-innocent Mismanagement Scenario: New chapter president finally gained access to bank statements. There are unexplained cash withdrawals going back months. The former treasurer isn’t returning phone calls, texts or emails. Do you have a plan?
- 145. Not-so-innocent Mismanagement Reactive • Ask accounting to review the situation • Seek legal advice • Check with your CPA/tax attorney to see if you need to report the fraud on the chapter’s 990 Form Proactive • Make sure chapter leaders know they can ask for help without consequences • Whistleblower policy
- 146. Scenario#3 Chapter Leadership Scenarios: • Not suited for the job • Unskilled • Egocentric • Superhero that tries to do it all • Control freak • Takes on too much • Don’t delegate • Recipe for burnout • Not enough time • Didn’t know what they were getting into • Didn’t expect it to be so time-consuming
- 147. Chapter Leadership Reactive • Acknowledge their service • Demonstrate your empathy • Have a crucial conversation to discover any fears and concerns Proactive • Provide continual leadership training • Relieve the administrative burden • Establish last-resort policies
- 148. First Aid to Chapters: Turnaround Chapter Success Stories Hear from CRPs about how they’ve helped a struggling chapter become an all-star. TRAILBLAZER Page 58
- 149. Not-so-innocent Chapter Story TRAILBLAZER Jenny Teeson Director of Chapter Management and Volunteer Experience, Hospitality Sales & Marketing Association International (HSMAI) Charlotte Muylaert Marketing Leader Billhighway
- 150. Chapter CHALLENGE Results Solution Evaluate your policies regularly – do they protect your organization? Key Questions • Franchise model vs. corporate owned = lack of access to bank statements • Only visibility to Quickbooks statements • Individual was trusted in the community – with org for 10 years. • Individual embezzled THOUSANDS of dollars – now in prison Changed to 2 year terms. Two people assigned to the bank account with policies to make sure account is monitored. Bank name must have HSMAI tied to it. What policies do you have in place that protect you and your chapters from financial mismanagement? When was the last time you reviewed them? Do you have any policies that are missing?
- 151. How would you approach the situation? Who do you go to/rope in? Situation: You receive a call from a board member who tips you off that they think the Treasurer may be stealing chapter funds. Crisis & Idea-Storming (10 min) Do you have a current policy/process?
- 153. Turnaround Chapter Success Story TRAILBLAZER Jill Murphy Membership and Post Operations Senior Manager Society of American Military Engineers (SAME)
- 154. Chapter CHALLENGE Results Solution 4 motivated individuals. Focused on young members. Personal outreach. Hosted meeting off base. Hosted BYOB happy hour. Hosted education in a social environment. Key Questions SAME Central VA Chapter • Tiny installation • Meetings were on base & still couldn’t get people to attend In 1 year became top small post. In year 2, grew to become a medium post. If you have a small group (or a single) motivated individuals, what do you have at your disposal, whether a process or resources, to support them? How are groups putting a fresh perspective on meetings/gatherings?
- 155. Leisl Moriarty Director of Affiliate Relations, American School Counselor Association Turnaround Chapter Success Story TRAILBLAZER Charlotte Muylaert Marketing Leader Billhighway
- 156. Chapter CHALLENGE Results Solution President’s term ended. National helped with elections. Had good prospects due to a community project. Met F2F at annual meeting to build strategy. Bi-weekly phone check-in. ASCA Nevada Chapter • Didn’t attend annual meeting • Lack of communication • Always the last to respond • President was overwhelmed & drowning • Board members disengaged Nevada turned around. Did talk at annual meeting about volunteer succession. All board & committee roles filled. Use a database & report financials. Hosted a successful conference. Good pilot.
- 157. Turnaround Chapter Success Story TRAILBLAZER Nina Holman Chapter Administrator, Project Management Institute (PMI)
- 158. Chapter CHALLENGE Results Solution Met with chapter board. Board chose to revitalize.• Dying chapter • Loss of 2 significant board members • Financial instability due to declining membership (125 in 2012, dropped to 65 in 2013) Still an active chapter with 99 members as of 2016. Retention rate = 71%. Overall member satisfaction = 85%. Meeting all core services.
- 159. Turnaround Chapter Success Story TRAILBLAZER Leslie Whittet Vice President, Chapter Operations, Association for Corporate Growth (ACG)
- 160. Chapter CHALLENGE Results Solution Self-assessment with 4 categories: • Leadership & governance • Programs & marketing • Membership • Financial operations Key Questions • Needed to shift mindsets • Empower chapters to step up • Bring more objectivity to chapter awards process Chapters see where they can do better. Better adhere to best practices. Increased 2-way dialogue with chapters. Tapped into competitive nature. What initiatives do you already have in place to promote 2-way dialogue between chapters?
- 161. What’s your next move? Who do you go to/rope in? Situation: You finally hear from a chapter you haven’t heard anything from in months. Their social media channels are dead. Website is outdated. They are behind on all reporting. Crisis & Idea-Storming (10 min) Do you have a current policy/process?
- 162. Cyber Security
- 163. Scenarios Cybersecurity Scenarios: • Chapter board chair appeared to send an email to the treasurer directing him to transfer some funds. • Chapter president supposedly asked another officer for the password to the bank account. • Chapter executive director supposedly sent an email directing an employee to purchase gift cards on her behalf.
- 164. Cybersecurity Reactive • Gather your team—IT, membership, communications, member services, and legal—and follow your data breach plan. • Make sure your chapters have redundancy plans. Proactive • Train volunteers & staff to be a strong human firewall • 2 prong strategy: teach & test • Mandate training & then use a phishing test service • Have a clear procedure for payment & money transfer requests • Consider insurance coverages
- 165. Chapter Security Success Story TRAILBLAZER Patrick Alyger Encore Engagement Solutions
- 166. Chapter Security Story TRAILBLAZER Louise Burnette Chapter Services Manager, Association of Government Accountants (AGA)
- 168. What’s your next move? Who do you go to/rope in? Situation: Treasurer is vacationing and receives an email from the President to transfer $10k out of the bank account. Treasurer quickly glances and initiates the transfer. Bank blocks the transfer – crisis averted. Crisis & Idea-Storming (10 min) Do you have a current policy/process?
- 169. The Crisis Toolkit Wrap Up Write down some specific action items
- 170. Need more crisis management solutions? A series of blog posts on common chapter challenges will be dropping after CEX! Visit: https://www.billhighway.co/associations/resources/ Chapter Crisis Blog Series
- 171. Choose Your Own Adventure: Campfire Chats & Stories This session is the CEXy take on roundtables that will have you gathering your peers for deep conversations on important component topics! TRAIL 4 Page 64 Brought to you by
- 172. 1. What aid is needed? 2. What can we do? Share innovative ideas. 3. How do we set priorities? 4. What does it mean to be proactive vs. reactive? ROUND 1: Providing Aid to Chapters Brought to you by
- 173. 1. What skills do we need to be the best we can be in these times? 2. How can we build those skills? 3. What type of self-assessment do you do? What are you self-assessing? ROUND 2: Developing skills to grow in your position & lead your chapters & organization through tough times Brought to you by
- 174. 1. Based on this morning session, what would you do differently or add to what you’re doing to build volunteerism at the chapter level? 2. In order to embrace new blood, how can we get martyr leaders to move on? 3. How can we move those micro-volunteering to deeper commitments? ROUND 3: Innovative ways to drive succession in chapters
- 175. Check in at Your Trailhead: Map Your Path Forward Now’s your chance to check back in with your hiking buddies and map out an action plan to absorb all you’ve heard. TRAIL 5 Page 70
- 178. Get it? After a full day of intense learning, it’s time to get our drink on and “mix” it up. The Trail “Mixer” Brought to you by