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It is easy to see how association processes can break over time. Why not try a process audit? List and review every critical process, especially those that interface with members. Has the process improved? MORE
With modern membership software, The post Automate your association’s processes to increase efficiency and improve member acquisition and retention appeared first on YourMembership. When you work on member acquisition and retention plans for your association, do you think about improving your staff’s efficiency? MORE
Our recent post, The First 3 Months of Association New-Member Onboarding covered the first three months of the onboarding process. The new-member onboarding and first-year renewal processes go beyond dropping a welcome packet into the mail. A touch plan to improve the process builds a strong foundation for engagement and for a long-term membership. Take a look at the next three months , then download the complete plan of the onboarding process. MORE
If you want to change the culture, then you MUST change some management processes. Not just processes–management processes. These are the processes we use to manage the work (as opposed to processes we use to do the work). Other work processes will certainly need to be changed as well as part of your culture change efforts, but I think the management processes offer a lot of opportunity that too many organizations miss. MORE
Looking into online payment processing for your nonprofit, association, or membership organization? Pick the right solution with the help of our guide MORE
B2B buyers are all saying them same thing about the sales process: they want lasting, valuable partnerships instead of one-time transactions. B2B sales can be tough. Buyers are well educated on products and services, including your competitors, and frequently work in teams. Often, you don’t just need to convince one person to buy, you need to convince five or more. Fortunately, many B2B buyers have the same concerns. MORE
It’s the time of year again when many associations are implementing their nomination and election process. Because associations are groups of people or companies in the same profession or industry there are many opportunities for conflict and other challenges as an association goes through its nomination and election process. . it is important that every association have a clear nomination and election process and that the process is followed each and every time. MORE
The problem with New Year’s resolutions — and the process of goal setting in general — is that everyone seems to start with a blank slate. January is definitely the time of the year to start thinking about the year ahead.Or is it? MORE
So before assuming we can persuade others with the data on why we need to change, we need to enroll them in our conference improvement planning process. We need to seek out volunteers who are willing to participate in the improvement process. MORE
Your AMS gives your the data and technology to customize the experience so that it is relevant to your member, requests the information you need, and streamlines the process. MORE
Associations taking advantage of Advanced Taxation now have the functionality to easily process taxes nationally and internationally reducing manual burden, taking human error out of the equation. Automated processing of complex tax calculations: Saves time, saves effort. Simplify Tax Processing with Nimble AMS Advanced Taxation. Meet your association customers where they are nationally and internationally to improve complex tax compliance. MORE
Credit card processing for nonprofits may sound high-tech and complicated, but even the smallest organization can easily get set up to receive payments. payment-processing online payments FundraisingHere's how to get started. MORE
The marketing and PR director for the Society for Editors and Proofreaders, Tracey Cowell, talks about the organisation’s entry process. “ The membership process could be perceived as a barrier to entry. We receive positive feedback from members on our membership process. Speaking as an advanced member, I can confirm that upgrading is a painless process, as long as you have the appropriate level of training and experience. . MORE
She and Host JP Moery discuss the methodology behind collecting quality data and how tracking and evaluating data trends can guide your next move in the sales process. The post JP Moery’s Association Playbook – Episode 135: How Quality Data is Driving the Sales Process, with Kerry Doyle appeared first on The Moery Company. Data is key to developing winning sales strategies and this week’s guest is The Moery Company “data” expert – Salesforce Manager, Kerry Doyle. MORE
Learn how you can reclaim your focus and achieve the goals that have long eluded you by eliminating time-consuming tasks and processes in 2020 Busywork and other time-consuming tasks take our attention away from important and strategic work. MORE
When it comes to managing data successfully, process is critical. The process needs to be clear (who does it, when do they do it, how is it entered) and it needs to be done every time. For example, a client of mine recently discussed how important it is for them to capture notes across their organization. As different departments talk to members and customers, it’s critical for staff to capture these conversations in the database. MORE
Culture and process are two sides of the coin that is design thinking. When I introduce design thinking to people, they are really eager to experience all the benefits, especially the teamwork, the very precise problem identification, and of course the often unique and really effective solutions to problems that the process generates. The process is on one side and the other is the culture in which the process operates. They’re the magic in the process. MORE
On this week’s episode JP provides an update on The Moery Company’s business operation and what we learned during out application process for the Payroll Protection Program (PPP) loan. The process of this brought feelings of hope, frustration, gratefulness, and waves of other emotions. The post What We Learned From the PPP Application Process – Association Hustle Podcast Episode 230 appeared first on The Moery Company. MORE
It’s afraid of your processes. And then our reified processes kick in, and the cavalcade of "no" begins. Jamie Notter recently recapped his notes from the MIX Mashup , an invitation-only conference on the future of work, or, to quote their website: "What will it take to make our organizations highly adaptable, endlessly inventive, truly inspiring, and genuinely accountable?" That's a critical question for all of us to address. MORE
In order to continue empowering member-based organizations to thrive through refreshing technology and a heart for service (MemberClicks’ mission!), we take a very methodical approach to how we develop each of our membership solutions. Did you know that you can submit feedback directly through your MemberClicks product? That’s where it all begins. If you’ve ever submitted a suggestion and are wondering what happens next (or haven’t but are now wondering), this behind-the-scenes peek is for you! MORE
There are a million little automatic processes that run our days. We arrive at work, stow lunch, log on to our computer, and process email. Day, after week, after year each one of these little processes gets solidified until we do them without thinking. Each process seems like it is the right thing to do because it is what we do. Does starting the day by processing emails make us productive? Association processes become automatic too. MORE
Here are 4 reasons to develop a board recruitment process and a new resource that can help. Board volunteer-recruitment MORE
A great facilitator moves back and forth between content and process engaging participants in their own learning journeys. Content Versus Process. In facilitated learning experiences you hear two words: content and process. Process refers to how the content is discussed. Process also includes the participants’ interactions with each other and the content, group flow, and overall climate established. The Conference Tension Between Content And Process. MORE
If you are kick-starting some communications planning this summer, here are some tips and resources that might help. member communication MORE
Over the past 2 articles (read part 1 and part 2) , we have examined what could potentially happen that could bring your business to a halt in the event of a natural or man-made disaster. We also looked at the critical aspects of what would be required in order to build a Business Continuity Plan , including exposing the critical aspects of the business by performing a Business Impact Analysis. MORE
Submitting rebates is a funny process that feels like a sales trick. ” My contact company’s process for rebates is about as complicated as they can make it, and it changes every year. One of the dangers of older organizations is they become process-centric. Processes are established, and in time no one remembers why. Sometimes the reason for the process is gone, but the process remains burning staff time and energy. MORE
Many of you are entering into the part of the year when you renew your members and this time around the renewal process may be a lot different than before. Having an intentional membership renewal plan is critical this year, here’s a step-by-step plan to develop a renewal process: Set a Goal and Evaluate Your Resources. Who is going to be responsible for carrying out the new or updated renewal process? Who will manage the process and who will support it? MORE
You looked forward to a new process or project, romanticizing the experience in your mind and then dealing with the discomfort as reality hit, gritting your teeth through it all because you were sure you''d be better off for it. What are your tips for preparing for a new process or project? effective planning new projects processes realistic expectations It wasn''t my idea, but the romance of it captured me. MORE
If you’d like to set up a landing page to increase donations (or any other type of goal), I’m going to cover the five steps that will create a successful nonprofit landing page, including examples from nonprofits who have found success. Landing-Page MORE
If you’re feeling a bit overwhelmed at how the process works, we get it. The grant application process is no joke! Take a look at this simple outline to follow how the grant writing process generally plays out. Have you been looking into some ways to gather some additional funding for your association or chamber? We have one word for you: Grants! MORE
That’s a key recommendation from the talent acquisition software firm Yello, whose latest study finds that recruiting methods of old—long application processes, long waits, and lots of paper—could be turning away potential applicants. Millennials already in the job market, as well as generation X workers, were less likely to thumb their noses—but more than a third of respondents in both demographics said an outdated recruiting process was a turnoff.). MORE
To find the right person, you have to tweak the recruiting process. Instead of wasting time and money hiring the wrong type of person, your organization should create small tweaks in its recruiting process to ensure you’re attracting people who have the right professional and people skills. MORE
Upgrading your association’s processes can seem like an inconvenience, but even small changes can better your organization. No organization is perfect, but continually updating processes that push your association forward can get you closer. MORE
——– As principal strategist for Tanzen , Carrie Hane untangles content by aligning people, processes, and systems so organizations are ready for what’s next. . This is the first in a new series of posts about rethinking how you approach your website. ————– Where to start? Some of us like to jump right in and starting fixing something. Others want to look at every angle and analyze the situation to figure out what needs to be done. MORE
From there, your team should develop an organization-wide data management process. Revamp the Exam Process. The post Daily Buzz: Hone Your Data Management Process appeared first on Associations Now Drowning in data? Add these housekeeping tips to your data management plan. Also: improving the certification exam experience. Your member database is a portal to a lot of information—like, a lot. MORE
He shares a few thoughts on how to manage the process. The post JP Moery’s Association Playbook – Episode 171: How to Manage the Gatekeeper Process in Sales appeared first on The Moery Company. He shares a few thoughts on how to manage the process. MORE
In 2017 I spoke with a number of associations that spent time fine-tuning their decision-making processes , using colleagues in the C-suite to decide on appropriate inputs and metrics when it came to big-picture strategic issues. That’s a key message of a recent article in MIT Sloan Management Review that points out some holes in leaders’ processes. From there, each attribute is assigned a percentile score; those scores are then assessed during a final decision-making process. MORE
Since my responsibilities include strategic and operational planning and our organization has successfully launched vast amounts of change over the last six years, this has ignited my curiosity about the process of change. I come from a family of change agents. MORE
Unfortunately, you’ve yet to begin testing, and this quality assurance step of the production process is imperative to ensure content accuracy and display functionality. Track the approval process. The back-and-forth review process can create confusing email threads. MORE
Process Related Topics Wild Apricot
NOVEMBER 28, 2019
Credit card processing for nonprofits may sound high-tech and complicated, but even the smallest organization can easily get set up to receive payments. payment-processing online payments FundraisingHere's how to get started.
Association Adviser
OCTOBER 30, 2018
Since my responsibilities include strategic and operational planning and our organization has successfully launched vast amounts of change over the last six years, this has ignited my curiosity about the process of change. I come from a family of change agents.
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Moery Company
APRIL 28, 2020
On this week’s episode JP provides an update on The Moery Company’s business operation and what we learned during out application process for the Payroll Protection Program (PPP) loan. The process of this brought feelings of hope, frustration, gratefulness, and waves of other emotions. The post What We Learned From the PPP Application Process – Association Hustle Podcast Episode 230 appeared first on The Moery Company.
Wild Apricot
NOVEMBER 22, 2019
Looking into online payment processing for your nonprofit, association, or membership organization? Pick the right solution with the help of our guide
Advertisement
BUDGET. When it comes to picking your next LMS that six-letter word is probably the most important part of the decision-making process. So, what are your options to get the best possible eLearning solution without breaking the bank? Build it or buy it. This guide from Lambda’s eLearning experts details absolutely everything you need to consider so you can pick the perfect eLearning solution for your organization and budget.
MembersClicks
JANUARY 28, 2020
The problem with New Year’s resolutions — and the process of goal setting in general — is that everyone seems to start with a blank slate. January is definitely the time of the year to start thinking about the year ahead.Or is it?
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Moery Company
MAY 21, 2020
Many of you are entering into the part of the year when you renew your members and this time around the renewal process may be a lot different than before. Having an intentional membership renewal plan is critical this year, here’s a step-by-step plan to develop a renewal process: Set a Goal and Evaluate Your Resources. Who is going to be responsible for carrying out the new or updated renewal process? Who will manage the process and who will support it?
Velvet Chainsaw
JULY 31, 2018
So before assuming we can persuade others with the data on why we need to change, we need to enroll them in our conference improvement planning process. We need to seek out volunteers who are willing to participate in the improvement process.
Smooth The Path
AUGUST 27, 2018
It is easy to see how association processes can break over time. Why not try a process audit? List and review every critical process, especially those that interface with members. Has the process improved?
Moery Company
JANUARY 1, 2019
He shares a few thoughts on how to manage the process. The post JP Moery’s Association Playbook – Episode 171: How to Manage the Gatekeeper Process in Sales appeared first on The Moery Company. He shares a few thoughts on how to manage the process.
Thanks For Playing
JULY 24, 2012
It’s afraid of your processes. And then our reified processes kick in, and the cavalcade of "no" begins. Jamie Notter recently recapped his notes from the MIX Mashup , an invitation-only conference on the future of work, or, to quote their website: "What will it take to make our organizations highly adaptable, endlessly inventive, truly inspiring, and genuinely accountable?" That's a critical question for all of us to address.
|
Wild Apricot
DECEMBER 22, 2017
If you’d like to set up a landing page to increase donations (or any other type of goal), I’m going to cover the five steps that will create a successful nonprofit landing page, including examples from nonprofits who have found success. Landing-Page
Higher Logic
SEPTEMBER 27, 2018
Unfortunately, you’ve yet to begin testing, and this quality assurance step of the production process is imperative to ensure content accuracy and display functionality. Track the approval process. The back-and-forth review process can create confusing email threads.
MembersClicks
JULY 28, 2020
In order to continue empowering member-based organizations to thrive through refreshing technology and a heart for service (MemberClicks’ mission!), we take a very methodical approach to how we develop each of our membership solutions. Did you know that you can submit feedback directly through your MemberClicks product? That’s where it all begins. If you’ve ever submitted a suggestion and are wondering what happens next (or haven’t but are now wondering), this behind-the-scenes peek is for you!
Wild Apricot
JULY 8, 2013
If you are kick-starting some communications planning this summer, here are some tips and resources that might help. member communication
Smooth The Path
AUGUST 4, 2020
Submitting rebates is a funny process that feels like a sales trick. ” My contact company’s process for rebates is about as complicated as they can make it, and it changes every year. One of the dangers of older organizations is they become process-centric. Processes are established, and in time no one remembers why. Sometimes the reason for the process is gone, but the process remains burning staff time and energy.
Association Success
MAY 9, 2019
Culture and process are two sides of the coin that is design thinking. When I introduce design thinking to people, they are really eager to experience all the benefits, especially the teamwork, the very precise problem identification, and of course the often unique and really effective solutions to problems that the process generates. The process is on one side and the other is the culture in which the process operates. They’re the magic in the process.
ReviewAMS
SEPTEMBER 28, 2020
Your AMS gives your the data and technology to customize the experience so that it is relevant to your member, requests the information you need, and streamlines the process.
KiKi L'Italien's Acronym Soup
FEBRUARY 4, 2014
You looked forward to a new process or project, romanticizing the experience in your mind and then dealing with the discomfort as reality hit, gritting your teeth through it all because you were sure you''d be better off for it. What are your tips for preparing for a new process or project? effective planning new projects processes realistic expectations It wasn''t my idea, but the romance of it captured me.
MembersClicks
JUNE 14, 2018
If you’re feeling a bit overwhelmed at how the process works, we get it. The grant application process is no joke! Take a look at this simple outline to follow how the grant writing process generally plays out. Have you been looking into some ways to gather some additional funding for your association or chamber? We have one word for you: Grants!
Smooth The Path
APRIL 30, 2019
There are a million little automatic processes that run our days. We arrive at work, stow lunch, log on to our computer, and process email. Day, after week, after year each one of these little processes gets solidified until we do them without thinking. Each process seems like it is the right thing to do because it is what we do. Does starting the day by processing emails make us productive? Association processes become automatic too.
GrowthZone
SEPTEMBER 4, 2019
Our recent post, The First 3 Months of Association New-Member Onboarding covered the first three months of the onboarding process. The new-member onboarding and first-year renewal processes go beyond dropping a welcome packet into the mail. A touch plan to improve the process builds a strong foundation for engagement and for a long-term membership. Take a look at the next three months , then download the complete plan of the onboarding process.
Effective Database
FEBRUARY 22, 2019
When it comes to managing data successfully, process is critical. The process needs to be clear (who does it, when do they do it, how is it entered) and it needs to be done every time. For example, a client of mine recently discussed how important it is for them to capture notes across their organization. As different departments talk to members and customers, it’s critical for staff to capture these conversations in the database.
Velvet Chainsaw
JANUARY 4, 2019
A great facilitator moves back and forth between content and process engaging participants in their own learning journeys. Content Versus Process. In facilitated learning experiences you hear two words: content and process. Process refers to how the content is discussed. Process also includes the participants’ interactions with each other and the content, group flow, and overall climate established. The Conference Tension Between Content And Process.
YourMembership Blog
FEBRUARY 26, 2019
With modern membership software, The post Automate your association’s processes to increase efficiency and improve member acquisition and retention appeared first on YourMembership. When you work on member acquisition and retention plans for your association, do you think about improving your staff’s efficiency?
Membersuite
JANUARY 13, 2020
Learn how you can reclaim your focus and achieve the goals that have long eluded you by eliminating time-consuming tasks and processes in 2020 Busywork and other time-consuming tasks take our attention away from important and strategic work.
Associations Now
NOVEMBER 8, 2018
Upgrading your association’s processes can seem like an inconvenience, but even small changes can better your organization. No organization is perfect, but continually updating processes that push your association forward can get you closer.
Associations Now
MARCH 10, 2019
In 2017 I spoke with a number of associations that spent time fine-tuning their decision-making processes , using colleagues in the C-suite to decide on appropriate inputs and metrics when it came to big-picture strategic issues. That’s a key message of a recent article in MIT Sloan Management Review that points out some holes in leaders’ processes. From there, each attribute is assigned a percentile score; those scores are then assessed during a final decision-making process.
Wild Apricot
APRIL 23, 2015
Here are highlights from our Wild Apricot Expert Webinar on Volunteer Onboarding, presented by Tobi Johnson. webinar Volunteers
Wild Apricot
JUNE 17, 2013
Here are 4 reasons to develop a board recruitment process and a new resource that can help. Board volunteer-recruitment
SocialFish
JULY 7, 2016
——– As principal strategist for Tanzen , Carrie Hane untangles content by aligning people, processes, and systems so organizations are ready for what’s next. . This is the first in a new series of posts about rethinking how you approach your website. ————– Where to start? Some of us like to jump right in and starting fixing something. Others want to look at every angle and analyze the situation to figure out what needs to be done.
Moery Company
APRIL 24, 2018
She and Host JP Moery discuss the methodology behind collecting quality data and how tracking and evaluating data trends can guide your next move in the sales process. The post JP Moery’s Association Playbook – Episode 135: How Quality Data is Driving the Sales Process, with Kerry Doyle appeared first on The Moery Company. Data is key to developing winning sales strategies and this week’s guest is The Moery Company “data” expert – Salesforce Manager, Kerry Doyle.
Nimble AMS
MARCH 3, 2020
Associations taking advantage of Advanced Taxation now have the functionality to easily process taxes nationally and internationally reducing manual burden, taking human error out of the equation. Automated processing of complex tax calculations: Saves time, saves effort. Simplify Tax Processing with Nimble AMS Advanced Taxation. Meet your association customers where they are nationally and internationally to improve complex tax compliance.
Association Management
JUNE 15, 2016
Over the past 2 articles (read part 1 and part 2) , we have examined what could potentially happen that could bring your business to a halt in the event of a natural or man-made disaster. We also looked at the critical aspects of what would be required in order to build a Business Continuity Plan , including exposing the critical aspects of the business by performing a Business Impact Analysis.
Jamie Notter
MAY 14, 2014
If you want to change the culture, then you MUST change some management processes. Not just processes–management processes. These are the processes we use to manage the work (as opposed to processes we use to do the work). Other work processes will certainly need to be changed as well as part of your culture change efforts, but I think the management processes offer a lot of opportunity that too many organizations miss.
Higher Logic
NOVEMBER 7, 2017
B2B buyers are all saying them same thing about the sales process: they want lasting, valuable partnerships instead of one-time transactions. B2B sales can be tough. Buyers are well educated on products and services, including your competitors, and frequently work in teams. Often, you don’t just need to convince one person to buy, you need to convince five or more. Fortunately, many B2B buyers have the same concerns.
Associations Now
MAY 28, 2019
That’s a key recommendation from the talent acquisition software firm Yello, whose latest study finds that recruiting methods of old—long application processes, long waits, and lots of paper—could be turning away potential applicants. Millennials already in the job market, as well as generation X workers, were less likely to thumb their noses—but more than a third of respondents in both demographics said an outdated recruiting process was a turnoff.).
Associations Now
MAY 3, 2019
From there, your team should develop an organization-wide data management process. Revamp the Exam Process. The post Daily Buzz: Hone Your Data Management Process appeared first on Associations Now Drowning in data? Add these housekeeping tips to your data management plan. Also: improving the certification exam experience. Your member database is a portal to a lot of information—like, a lot.
Associations Now
OCTOBER 18, 2018
To find the right person, you have to tweak the recruiting process. Instead of wasting time and money hiring the wrong type of person, your organization should create small tweaks in its recruiting process to ensure you’re attracting people who have the right professional and people skills.
Optimist Consulting
DECEMBER 4, 2012
The marketing and PR director for the Society for Editors and Proofreaders, Tracey Cowell, talks about the organisation’s entry process. “ The membership process could be perceived as a barrier to entry. We receive positive feedback from members on our membership process. Speaking as an advanced member, I can confirm that upgrading is a painless process, as long as you have the appropriate level of training and experience. .
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