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Category: Non-profit

  • Win With A Member-Focused Value Proposition

    Win With A Member-Focused Value Proposition

    Readers – Melynn and Carol have really laid it out for us so well I felt no need to add anything beyond “kudos” – we’ve been telling our association clients to research their members’ needs and desires to drive creation of effective benefits, and generate a reasonable value proposition for acquisition and retention for years – clearly these two marketers “get it” –  let me know what you think.

    By: Melynn Sight and Carol Weinrich Helse

    Summary: Develop a strategy based on your members’ wants and needs, and your association will deliver the most relevant suite of products and services to them, leading to higher membership numbers and greater engagement.

    While most association board members think they know what association members want, there tends to be an unintentional disconnect between what the board members believe they know and what association members actually want. Volunteer leaders and executives tend to focus on membership benefits, not the value proposition. In doing so, the association loses an important opportunity to articulate what is really important to members and what will ensure that those dues checks keep coming.

    Thinking about value from the outside in—starting with what members worry most about—will help leaders begin to think, plan for, talk about, deliver, and promote the most relevant portfolio of services.

    What is a Value Proposition?

    10 Steps to Develop and Launch a Value Proposition
    1. Gain approval. When leadership considers this a strategic initiative, it will fuel the process from development through implementation.2. Determine if you’ll do the project yourself or if you’ll hire a third party.3. Do your research. Assemble a diverse task force of members to help plan with “the voice of the member” in mind.

    4. Identify up to three important member audiences.

    5. Determine the biggest concerns and needs of these three member audiences.

    6. Create a draft of your value proposition based on how your association currently answers the biggest needs of these three segments.

    7. Present drafts (or recommendations) to your board for approval. Finalize the value proposition and proof points that support it.

    8. Develop a communications and launch plan for your value proposition. Use the value proposition in association marketing materials, on the website, and in your CEO’s talking points. In other words, make it visible.

    9. Execute on your value proposition. Consider how to incorporate the value proposition into strategic planning, committee work, and staff operations.

    10. Survey and ask members for feedback to determine if you are making progress. Report measurements back to the board along the way.

    A value proposition offers members a clear, sound rationale for joining, belonging, contributing, and taking advantage of what your association offers them—starting with what they think is valuable. It differentiates why a member chooses to belong to your organization, a competing organization, or none at all.

    Developing a value proposition is a multi-step process that will aide in organizational planning and membership growth and loyalty. The outcome is a clear, direct claim that is relevant to your important audiences and represents what your association does well today. The written proposition is a statement that helps tell your story of relevance in a concise messaging platform that becomes the basis for all your association’s communications.

    What’s Your Problem?

    Early in the process, be clear about the reason why you need a value proposition in the first place. Some associations say they need one to unify their staff; others know how much they offer members but need a clear, simple way to articulate it. With the specific motivation for your work, you can keep your focus on the goal throughout the process.

    Leaders are increasingly seeing value propositions as the most meaningful step toward building and sustaining association membership. A well-researched and crafted proposition guides strategic planning, staff communications, and gives a purposeful approach to committee work.

    Recognizing your members’ needs first and then purposefully feeding those needs into your association’s strategic work can be a radical shift in thinking. This change in perspective can help organizations rethink how they plan, organize, and set goals.

    Invest in the Process

    A value-proposition project is not a simple one. Ideally it includes a task force composed of a diverse group of members who will devote a significant amount of time to the process. Task force members must clearly understand their role as well as the definition of a value proposition. The association’s executive director should be involved in facilitating board awareness before, during, and after the project.

    The most relevant value proposition projects begin with a member survey to uncover issues members worry most about, what members value, and how satisfied they are about the areas that are most important to them. Satisfaction with the wrong offerings is an unproductive way to run an association.

    The value proposition process requires investment. Whether you do it yourself or outsource it, you must invest manpower, energy, and money to develop the proposition and collateral to communicate it. Then it takes energy and focus to communicate and sustain your claims if you want to affect change.

    A Change in View

    A clear, concise value proposition will change the way your association approaches its business. A credible value proposition forces you to evaluate your services and communications with members with a benchmark that is set by them. It also pushes you to make internal decisions from the members’ point of view. This is a significant shift for many organizations and one that can create some meaningful dialog about current and new services. Are the services and activities that you offer today clearly ones that mean the most to your members? This can create conflict with programs that are sacred cows. Embrace the new view and overcome the conflict, and your value proposition will lead to stronger programs, more effective committee outcomes, and higher member satisfaction.

    Now is the time to begin this process so that you’ll have more members writing next year’s membership checks.

  • Association Member Engagement Mountain

    Association Member Engagement Mountain

    Written by Dan Varroney

     Dan at Potomac Consulting has hit this right on the head, we fully believe and recommend to clients that the engagement puzzle be solved so that true growth can be achieved that is sustainable and manageable, not just a quick promotional bump in the numbers. This shows why . . .

    It’s important that in this day and age that Associations not “leave well enough alone.” The Stay or Go Imperative could impact an Association’s financial health and well being. If membership is a distraction instead of ROI, Corporations vote with their feet and instead invest in a different solution.

    Yes,  Corporations have smaller corporate staff, in some instances one executive may wear multiple hats. However, if this executive makes the dues decision, then a strategy or a change is  necessary.

    Read the Tea Leaves

    Companies look for the connection to business objectives as part of their membership evaluation process. If these connections don’t exist, it’s difficult for any Association to execute an effective strategy to engage members. Metrics are like tea leaves they both paint a picture and they tell a story.

    If Associations observe that conference attendance is equal or less to prior years, educational meetings and fly-in attendance is significantly lower, and member retention is down for three consecutive years,  it is time for an intervention. The marketplace could also signal one or more of the following: 

    • Negative view of the culture and overall effectiveness of an Association.
    • The Association is perceived as not being as impactful in educational, policy or advocacy programs.
    • Other solutions including coalitions, conference providers or other Association programs deliver greater value.

    Never Hit The Panic Button

    Associations should embrace the challenge and convert the situation into a strategic opportunity. When diagnosing, member participation and revenue fall-off rebuild the path to engagement: one company at a time, obtain clarity on business and policy objectives, and understand what members really must achieve from participation achieve.

    CEO’s can keep in mind that success and failure are never final, the road forward offers hope, and a more definitive path to member engagement.

    Develop Data Driven Strategies

    Associations need to build a data set to help them understand why participation and revenues have fallen.  However, it’s key to put heavier weight on relationships; in a complex world the human connection matters. One member at a time, collect the following information:

    • Is the Association perceived as staff or member driven?
    • Does participation help executives achieve company business objectives?
    • Why do executives participate in other Associations or Coalitions?
    • How important is networking?
    • Would Social Media engagement on platforms such as LinkedIn reflect an attractive alternative?
    • Are educational and or certification programs relevant to career advancement?

    While Associations may develop additional or different questions, these open the door to constructive dialogue with disengaged members. Tally the responses, create internal task forces of senior managers and key staff, develop solutions and new strategies, assign performance metrics and then execute.

    Association Member Engagement Mountain

    For Association CEO’s who have or who are looking into the abyss, there is light at the end of the tunnel. An Association Executive confronting the worst dues loss in decades once reported record gains in member participation, advocacy effectiveness and revenue growth. Stepping back, building an Association wide member focus with data driven strategies proved to be a year long process worthy of the effort.

    Yes, the participation, retention and growth outcomes were record highs but the data really reflected stronger member connectivity.

    Climbing the Member Engagement Mountain is vital and necessary for every Association. It can also be the determining strategy helping Associations achieve revenue growth.

    How does your Association drive Member Engagement?

  • Professional Membership Has Great Value for the Member and the Organization

    Professional Membership Has Great Value for the Member and the Organization

    The new revolution of Social Media and its marketing potential has been one of the most heavily written about topics in recent years. The success of Twitter, Facebook, LinkedIn and a host of others has been postulated to stem from a need for human interaction in an increasingly isolating world. Is it really a cure, or is it another contributor to that isolation?

    There are some obvious drawbacks to the use of social media, including the threat of loss of privacy; the anonymous and random nature of the “friend” phenomenon; and the fact that there are a huge number of valuable, brilliant people in the world who have no concept of these systems and don’t participate in them at all, and likely never will. They are too busy leading real, enriching, empowered lives outside the cyber realm, interacting with people face-to-face.

    Social media is more likely a ready replacement for the old-fashioned method of meeting new people, seeking out like individuals with common interests, traits, social circumstances and desires – networking events. Meetings, conferences, charities, and professional and business trade associations were the centers of the business and social universe. Members joined to meet new people, those of similar interest to their own. They were from similar backgrounds, similar socioeconomic circumstances, (mildly) similar income and often depending upon the type of organization, geographically similar. They were by definition, a group.

    Some groups are more social than others. Neighborhood associations, fraternal and community, civic organizations, like Optimists, Rotary Clubs, Shriners, Civitans, Elks Lodges, Oddfellows, Masons and such are often built around a charity or fundraising for a specific cause or issue, but are largely social in nature. Professional and trade associations are more businesslike, especially the latter, which has corporations as members, but uses individuals as volunteers. However there are strong social components, including an annual meeting, sometimes a secondary meeting focused on specific components of their industry, continuing education opportunities throughout the year, and of course committee work and volunteer projects to recruit new members, maintain dues and enrollment renewal, and other fundraising projects to keep the organization running and viable. One of the truly valuable benefits to belonging to such an organization is this social component, and the benefits are myriad.

    To form true business relationships, one must find familiarity and common ground. One way to do that is through such business-related organizations where some of the screening has already been done and the common interest is displayed up front. One such organization whose reason for being is to help promote this type of professional interaction is Sales and Marketing Executives International (SMEI). It is a 74-year-old international group with 10,000 members in 30 countries and throughout the United States, whose sole reason for joining is to meet other top business professionals in their sector and enhance their professional knowledge and standing. SMEI offers a certification program for Sales, one for Marketing, and a Management certificate, recognized internationally as a sign of professionalism and excellence. Meeting frequency and purpose varies by chapter, but all have a business relationship-forming function of some sort, based on five founding principles: Professional Standards and Identification, Continuing Education, Sharing Knowledge, Assist Students, Support the Free Enterprise System. Benefits of membership include professional recognition and respect, enlarged professional sphere of influence, strong professional network and enhanced community and professional outreach.

    Those benefits mirror many other organizations’ benefits, but few are stated so clearly and succinctly, and lived by the membership so obviously. Not only does the individual member benefit to a great degree from their participation, but the organization benefits from the aggregate efforts of professionals at this level, working on their projects in their “native” turf – sales and marketing. This is true of few organizations of this type – typically the officers are elected based on popularity first and competence second or beyond. They may have an accountant as treasurer if they’re lucky, or an attorney as President for a year or more, but that’s often the extent of it.

    Professional trade associations with professional staff’s who specialize in Association management are an entirely different animal. These organizations are typically well-run, offer great benefits to their corporate or individual members, the principal of which varies from group to group, but usually include some sort of government lobbying and public marketing for the industry, education of the industry, standards and practices for the industry, statistics for the industry, and occasionally innovation and regulation within the industry. The social component as an adjunct to those benefits comes in the form of an annual meeting, some sort of recognition for outstanding performance within the group or industry, a commercial exhibition of some sort, continuing education opportunities, and networking as a byproduct of all of the above.

    The most important thing you can do to build your personal and professional reputation is to be active in your own industry, and that means joining and most importantly engaging in activities sponsored and structured by your industry associations. Find a way to justify the value of your dues payment, and the easiest way to do that is to get involved – this is truly an environment where you reap what you sow. Join a committee, work your way onto the board, pick a project and give it some time, effort and commitment – new business and an expanded sphere of influence are the smallest possible returns, and those are valuable indeed.

    Based on these types of organizations, the electronic version doesn’t even come close to the power of a personally interacted business relationship. Human beings sense elements of each other’s personality through a number of different channels, including the interpretation of body language, clothing choice, vocal inflection and word choice. Interaction with others on a face-to-face basis is essential to forming fully informed business relationships. All that meta information is lost in the cyber realm, leaving you with just the filtered choices of text and images to work with when forming conclusions about this person’s character, intent and sincerity.

    The next time you’re filing your friends on Facebook, or counting your connections on LinkedIn, ask yourself if you’d associate personally or professionally with all of those people if it meant meeting them face-to-face in a professional or social situation. Would you invite them into your home, meet them at a local hotel for dinner, recommend them for a job, refer them to your banker or broker? If the answer to any of these is no, are they really productive, solid, reciprocal relationships that foster business, or are they more like artificially garnered acquaintances that know more about you than you might like?

    If you found this valuable and thought-provoking, don’t forget to pick up your copy of “The Marketing Doctor’s Survival Notes”

  • Research Data Drives Effective Creative Strategy

    Research Data Drives Effective Creative Strategy

    It’s that time again . . . time to get the ball rolling on your new membership recruitment campaign, or your seasonal ad campaign, or your annual meeting promotion. You need an idea, a direction, an inspiration to guide your creative mind to a result that will be executable, will reach and resonate with the intended audience, and come in within budget. Where do you turn? Hopefully, you turn to the potential customer, in the form of primary research.

    The more you know about the audience for any marketing effort, the more effective that effort will likely be. You know the challenges they face, you know the mindset they use on a daily basis, you know what they need, and can make your concepts, copy and offers sing to the audience in a way that creates action, but only if you have the information you need. The way to get that information, in a reliable way that you can use to make decisions, is to be in regular contact with the audience. One of the most effective ways to do that is with periodic in-depth phone research.

    Get a Reality Check

    In-depth phone research, when combined with some written survey work on a periodic basis, can help you get an accurate feel for your members or target audience on an ongoing basis, unfiltered by the “pick the middle choice” phenomenon of printed surveys. Done in a truly blind fashion, where the audience has no idea your organization is behind the questions, customers feel secure enough to answer honestly and directly. Even so, most respondents in a small, highly specific prospect pool, especially in a member-based organization, figure out that the word will filter back to your organization eventually, so they feel that this may be an opportunity to air their gripes and get something done on their behalf without complaining directly to you. You can also gather information on the positive side as well, as compliments are far more rare then complaints from customers or members of the organization.

    Customer service benefits aside, true primary research generates not only anecdotal information on your current customers or members, but if you include ex-customers or former members in your scheme, there is quantitative data generated that can be projected accurately over the entire audience or prospect pool. And in that data is where the creative inspiration hides.

    Draw Comparisons

    Inspirational data often comes from the most unexpected numerical comparisons. Most marketing data mirrors the expectations that were built into the questions in the phone survey. In the face of that effect, there is often one set of data that stands out as an unexpected result, either very positive, or extremely negative compared to your own “feel” for that issue.

    The other comparison that lends itself to driving a creative “hook” is the comparison between the data from your current constituents and your former constituents. Not only will this comparison show you what facets of your organization are working well and retaining customers, but it will also show some of the reasons why the ex-customers left. Those are the things you can address in your creative strategy to shore up those perceptions that could be discouraging potential customers from doing business with you.

     

    [pullquote align=”left or right”]The more you know about the audience for any marketing effort, the more effective that effort will likely be.[/pullquote]

     

     

    Often an issue you feel is of little consequence turns out to mean an awful lot to the constituent audience. If you find that unexpected “key to their heart”, that should inspire a creative approach that will yield considerable success. Both in the concept and in the copy, hitting that high note repeatedly based on solid research is usually a home run. Careful reading and interpretation of that collected data is key to going in the correct direction. Sometimes some additional follow-up research with a small but representative audience to drill down on that unexpected issue can generate some additional, more leading data. That clarification can mean the difference between a home run and a wiff.

    Occasionally, the opposite scenario plays out, and something you’ve been promoting as a benefit all along turns out to have little importance to the audience. That lack of “resonance” is a disconnect that you now know you can avoid in your copy. That frees up some room to play up the positive aspects you’ve verified with the research data.

    Use The Data You Gather

    Without the underpinnings of that research, there is little basis for decision-making in the creative process. The data can give you a more sturdy brand profile, it let’s you make a persuasive case to senior management, and gives you something to backstop your creative direction. The temptation is often to take the data and twist it to meet the “gut feel” that exists in the collective mind of the organization. Ignore the data at your own peril. If the study is conducted by professional researchers, and there are no clear flaws in the list of respondents and its reflection of the audience is accurate, then let the data drive your decisions.

    The data doesn’t lie. It’s very easy to discount research data when you compare it to your own perceptions, or the preferred perception of the organization, and it doesn’t match. It’s tougher to stick to your guns, believe the data and act upon it. Once you see it work predictably and successfully, you learn to trust the numbers.

    Prioritize the Issues

    Once you have the data collected, and the analysis done, how do you make the leap to a creative direction? The secret is in the numbers. The basic strategy is that you determine the type of approach based on the read of the top 5 factors in the survey in order of importance. If the top three involve emotional issues, rather than the rational, or intellectual, then the creative approach leans toward a more emotional appeal.

    For example, if the survey indicates that your organization is not producing results for customers in a particular area, maybe customer service or responsiveness – those are largely emotional issues, as no one likes to feel ignored or not served adequately, but they are not functional issues or operational issues within the organization’s functional mission. The creative approach in that case might involve imagery and copy that plays upon the warm, service-oriented nature of the organization, a one to one approach that is more welcoming and almost apologetic. Of course, you can also pass the info on to the customer service department and improve there operationally as well.

    If you uncover among your top five factors that numerically your satisfaction level among customers is 3 times higher than your ex-customer dissatisfaction ratio, there’s a set of numbers to crow about, and you can take a more rational, numerical approach to the concept and the copy – show you’re keeping customers happy and keeping them longer than ever before. The data still drives the point home, and works to provide you with a creative direction, a springboard toward a winning concept that resonates with the audience.

    Use A Metaphor

    One of the simplest ways to make the leap from data to concept is to use a metaphor that explains what the data reveals. If you’re trying to illustrate that your company grew its customer base by 200% in the last quarter, or that your customer satisfaction rating improved by 3x over the last year based on some changes you’ve put in place, showing images of outrageous growth – beanstalks, elephants, Cyclops giants, etc.; or show images of size disparity – big bones with little dogs, big sandwiches with little kids, an Oreo cookie so large it won’t go in the glass of milk. The metaphor gives you a way to explain the concept that the data revealed in a way the audience can relate to easily.

    Now, on to those meeting ads, or those membership recruitment ads. Let the data be your guide in these cases as well. If your data shows that 80% of your members don’t go to your annual meeting because it’s too expensive, takes too much time away from the office and the same people go every year and it’s turned into a good ole’ boys club, its time to break out the big guns. They are not finding the value in your meetings. Time to fight the perceptions with your own reality and show the members in your ad or brochure that there are benefits to spending the money, taking time away and meeting those good ole’ boys face to face. Imagery in this case should be very rational, practical, businesslike, and copy should be extremely benefit-laden, addressing those concerns head on in a way the audience can relate to. In many cases, if you get one good lead, one good tip, meet one solid useful connection at a meeting, you’ve made the trip a worthwhile endeavor. Now multiply that by the “possibilities” of the number of typical attendees (some latitude allowed here, no accountants in the wings), and show how the value multiplies with the number of participants – sort of a “you have to show up to win type of approach”.

     

    [pullquote align=”left or right”] It’s tougher to stick to your guns, believe the data and act upon it.[/pullquote]

     

    Destination “X”

    Ads focused on the destination are destined to fail for at least a portion of the audience, yet they persist and even proliferate in the member organization landscape. Everyone knows it’s great to go to a meeting in “X” city, if you like that city, and if it has something inherently beneficial or relevant to the meeting’s purpose. If not, you’ll lose the folks who are farthest away and those that are the most cost conscious, almost automatically. No matter what city you pick, those two audiences are lost if the content isn’t up to snuff. You can’t have a meeting good enough to get them to go there. For those who are having trouble finding value in the content, the city is irrelevant. If the content is good and the results beneficial, you can have the meeting in a train station and people will attend.

    Use Testimonials

    For those organizations hunting for new members, there are many approaches where the data can give you some insights to follow. Testimonial approaches are a very strong framework from which to build value for prospective members. They humanize the organization, provide benefits the audience can relate to easily, and put a face to the issue of keeping members involved and active. Your research data sets showing the biggest challenges members or customers face are the key to crafting solid testimonials that answer these challenges. You can use the top 3-5 problem areas the data reveals and create a series of ads or brochure pages featuring members explaining how their involvement in the organization helped them solve the problem or meet the challenge. They would be highly credible, they would show the organization at work, and they would outline very relevant benefits that would resonate with the audience to a high degree – all driven by a few questions in your phone research survey.

    Use Everything Available

    There are many creative approaches buried within your primary research, and there are many sources of data that can be used to augment, support and reinforce your primary data and the subsequent analysis. Member application data, tradeshow or annual meeting attendee data, industry atlases or SIC code studies published by the U.S. Department of Labor, can all shed light on your target population. There are other kinds of research as well that will generate data, including focus groups, written or e-mail surveys, web surveys, live interviews at meetings or tradeshows, and live long-form personal interviews at a research facility equipped with one way mirrors and camera equipment. All these are viable forms of information gathering, and each has their place in providing you data you can use to form a creative approach to your outreach marketing.

    The key is to believe the numbers and use them in conjunction with your internal organizational knowledge to drive an effective creative strategy.

    If you found this valuable, don’t forget to pick up your copy of “The Marketing Doctor’s Survival Notes”

  • How to Assess and Enhance Membership Value

    How to Assess and Enhance Membership Value

    There are many areas of common interest among member-based organizations, especially now, but the largest and longest running area of concern is certainly finding and keeping members for the long term. Its the bread and butter, the engine of any organization, forming the reason for being, driving strategic direction, drawing stable revenue, and creating the nucleus of the organization that gives it its ideological center. But how do you present that value proposition to both new and existing members in a way that keeps them engaged and involved, year after year?

    It is a question that is raised constantly in roundtable discussions among non-profit executives, and one we see in our practice perennially, as new budgets are set, statistics from the prior year are examined and goals are derived. Unfortunately, there is no single easy answer, as each organization has its own unique value proposition, its own character based on the membership in aggregate, and each should be assessed on a case-by-case basis. Fortunately, there are some common areas that can be reviewed and measured, and some relatively easy fixes that can be put in place at minimal cost that will yield results both short and long term.

    The most obvious area in which to start your retention effort is an investigation into what you really know about your members. Almost to a man, if you interview senior executives at a non-profit, they will tell you know they “know” their members well, know what they want and what they need, what will attract them to the organization. Yet if you delve a little deeper, ask when they last surveyed their members about the organization itself, about how their individual lives and businesses have changed, how their needs have shifted, how they’d like to receive information, you’ll almost invariably find that the executives view and the reality do not connect completely. There’s general agreement, surely, for any good Executive Director knows the basics of their members and their respective businesses. However, the speed with which things change, not only in the members’ lives and business circumstances, but in the media and communications arena, regarding content delivery and outreach methods, make it necessary to accelerate your rate of member surveys and research by nearly double the typical rate, in order to stay current. Flexibility and adaptation are the keys to survival, and to make the right moves, you have to have good recent data.

    [pullquote align=”left or right”]…each organization has its own unique value proposition, its own character based on the membership in aggregate, and each should be assessed on a case-by-case basis.[/pullquote]

    Once you’ve decided to craft an updated survey, creating the most revealing questions, limiting them in number and complexity to reduce abandonment and boost response, and deciding the most reasonable and appropriate delivery method are some issues that must be dealt with. There is a balance that must be struck between gathering a comprehensive data set, and gathering enough responses to make the resulting data statistically significant. Too few questions and too little data and its a wasted effort. Too long a survey to get the most data yields too few responses and the reliability of the data suffers.

    Most surveys on a single issue or two are kept to ten questions to boost response. More in-depth total member surveys can be double or triple that, but at that length, delivery methods must be considered, as does the question of incentives. A short survey can be delivered in an e-mail, posted on a website, or set up via an independent web-based services, like Zoomerang. Longer, multi-page surveys don’t pull as well using online methods, and the incentives typically delivered through online surveys, including coupons and links to other sites etc, are typically not powerful enough to drive the response levels you’ll need to make good decisions. The abandonment rate is too high on a long online survey, and you might burn a bridge to your members or customers if you insist on delivering such a document in this manner. More lengthy surveys are often best delivered by old-fashioned snail mail, and include a more valuable incentive to spur response.

    Your list of recipients is also important. It may seem obvious that you include all current members on such a survey, to get a sizable enough number of responses, but there are other constituents that should also receive a survey, and in some cases the questions should be tailored to their status. Expired members who didn’t renew, those in arrears, a sampling of prospects, those with no participation in a committee, project or who haven’t  purchased anything from the organization in over two years, each should have a slightly different coded survey, one that collects information about the value to the organization, their current business situation, and their needs and preferences.

    [pullquote align=”left or right”]There is a balance that must be struck between gathering a comprehensive data set, and gathering enough responses to make the resulting data statistically significant.[/pullquote]

    Once these issues are worked out, the survey delivered and the data collected, the results should be analyzed in a number of different ways. With no baseline data to work from if this is the first comprehensive survey in more than two years, this data constitutes the best information you have, but won’t be useful in spotting trends or sensing shifts in perception or preferences. It can still be used to craft strategy and policy, and to present enticing value to current and future members.

    One of the more important questions is one regarding communications preferences. If you are trying to communicate value to your members, you have to have a good idea how they’d like to receive that information. This question will also give you a secondary reading on the technology adoption curve location of your members. If a majority of members would prefer e-mail or other web-based vehicles, your members are moving toward the center of the electronic media adoption curve, and is a good indication that they will continue to develop at a pace commensurate with the national average. This metric may correlate well to the average age of your member. Older members are typically behind the curve, both due to lack comfort and educational opportunity, and to the expense associated with high-speed internet access.

    Any way you conduct the research, the best policy is to BELIEVE THE DATA. If you’ve gone to the trouble and expense of polling your members and associated constituents as to their needs and preferences, you should at least have faith in the data. If the data goes against your “gut” feeling about members, or trends away from the direction you suspected through anecdotal evidence, it may have been too long since these impressions were formed.

    If you found this article valuable and informative, don’t forget to pick up your copy of “The Marketing Doctor’s Survival Notes“

  • Effective Research Critical To Assess Member Perceptions, Boost Enrollment

    Effective Research Critical To Assess Member Perceptions, Boost Enrollment

    There are many areas of common interest among member-based organizations, especially now, but the largest and longest running area of concern is certainly finding and keeping members for the long term. Its the bread and butter, the engine of any organization, forming the reason for being, driving strategic direction, drawing stable revenue, and creating the nucleus of the organization that gives it its ideological center. But how do you present that value proposition to both new and existing members in a way that keeps them engaged and involved, year after year?

    It is a question that is raised constantly in roundtable discussions among non-profit executives, and one we see in our practice perennially, as new budgets are set, statistics from the prior year are examined and goals are derived. Unfortunately, there is no single easy answer, as each organization has its own unique value proposition, its own character based on the membership in aggregate, and each should be assessed on a case-by-case basis. Fortunately, there are some common areas that can be reviewed and measured, and some relatively easy fixes that can be put in place at minimal cost that will yield results both short and long term.

    The most obvious area in which to start your retention effort is an investigation into what you really know about your members. Almost to a man, if you interview senior executives at a non-profit, they will tell you know they “know” their members well, know what they want and what they need, what will attract them to the organization. Yet if you delve a little deeper, ask when they last surveyed their members about the organization itself, about how their individual lives and businesses have changed, how their needs have shifted, how they’d like to receive information, you’ll almost invariably find that the executives view and the reality do not connect completely. There’s general agreement, surely, for any good Executive Director knows the basics of their members and their respective businesses. However, the speed with which things change, not only in the members’ lives and business circumstances, but in the media and communications arena, regarding content delivery and outreach methods, make it necessary to accelerate your rate of member surveys and research by nearly double the typical rate, in order to stay current. Flexibility and adaptation are the keys to survival, and to make the right moves, you have to have good recent data.

    Once you’ve decided to craft an updated survey, creating the most revealing questions, limiting them in number and complexity to reduce abandonment and boost response, and deciding the most reasonable and appropriate delivery method are some issues that must be dealt with. There is a balance that must be struck between gathering a comprehensive data set, and gathering enough responses to make the resulting data statistically significant. Too few questions and too little data and its a wasted effort. Too long a survey to get the most data yields too few responses and the reliability of the data suffers.

    Most surveys on a single issue or two are kept to ten questions to boost response. More indepth total member surveys can be double or triple that, but at that length, delivery methods must be considered, as does the question of incentives. A short survey can be delivered in an e-mail, posted on a website, or set up via an independent web-based services, like Zoomerang. Longer, multi page surveys don’t pull as well using online methods, and the incentives typically delivered through online surveys, including coupons and links to other sites etc, are typically not powerful enough to drive the response levels you’ll need to make good decisions. The abandonment rate is too high on a long online survey, and you might burn a bridge to your members or customers if you insist on delivering such a document in this manner. More lengthy surveys are often best delivered by old-fashioned snail mail, and include a more valuable incentive to spur response.

    Your list of recipients is also important. It may seem obvious that you include a large chunk of your current members on such a survey, to get a sufficient number of responses, but there are other constituents that should also receive a survey, and in some cases the questions should be tailored to their status. Expired members who didn’t renew, those in arrears, a sampling of prospects, those with no participation in a committee, project or who haven’t  purchased anything from the organization in over two years, each could have a slightly different coded survey, one that collects information about the value to the organization, their current business situation, and their needs and preferences.

    Once these issues are worked out, the survey delivered and the data collected, the results should be analyzed in a number of different ways. With no baseline data to work from if this is the first comprehensive survey in more than two years, this data constitutes the best information you have, but won’t be useful in spotting trends or sensing shifts in perception or preferences. It can still be used to craft strategy and policy, and to present enticing value to current and future members.

    One of the more important questions is one regarding communications preferences. If you are trying to communicate value to your members, you have to have a good idea how they’d like to receive that information. This question will also give you a secondary reading on the technology adoption curve location of your members. If a majority of members would prefer e-mail or other web-based vehicles, your members are moving toward the center of the electronic media adoption curve, and is a good indication that they will continue to develop at a pace commensurate with the national average. This metric may correlate well to the average age of your member. Older members are typically behind the curve, both due to lack comfort and educational opportunity, and to the expense associated with high-speed internet access.

    Any way you conduct the research, the best policy is to BELIEVE THE DATA. If you’ve gone to the trouble and expense of polling your members and associated constituents as to their needs and preferences, you should at least have faith in the data. If the data goes against your “gut” feeling about members, or trends away from the direction you suspected through anecdotal evidence, it may have been too long since these impressions were formed.

    Now that you have some baseline data, you can begin to formulate a strategy to address the needs your membership has expressed, and how to effectively market your approach to meeting those needs as a value statement that will resonate with members and prospects alike.

    For more like this, don’t forget to pick up your copy of “The Marketing Doctor’s Survival Notes”

  • Do’s and Don’ts for Your Trade Show

    Do’s and Don’ts for Your Trade Show

    Revisited due to popular demand – FOX news on Tradeshows, with some input from me . . .

    By Cindy Vanegas Published April 23, 2012 FOXBusiness

    Many business owners who eagerly pay big bucks to exhibit at industry trade shows often end up disappointed when it comes down to calculating the return on investment. Small business owners can minimize their investment or maximize their exposure through some simple marketing and partnership techniques that will help them get the most bang for their buck.

    Position Position Position: On the trade show floor, booth placement is king. “Know where the prime spots for booths are when you make selections,” advised Eddie Lange, vice president of Exhibit Experts. Lange advised business owners to look for the direction of the traffic flow, the location of the main doors and the area where there will be food and drinks. He also warned entrepreneurs: avoid “dead-end aisles and large columns where people will have to go out of their way to find you.”

    Partner-Up: If a business owner can’t afford a whole booth, try sharing. Some trade show organizers allow businesses to split space, allowing entrepreneurs to derive the benefits without incurring all of the costs. A careful read through of the contract will alert entrepreneurs to ‘subletting’ restrictions. Dave Poulos, founder of marketing company Granite Partners and former marketing director at a trade show production company, recommended business owners look for exhibitors whose product is complementary to theirs. “For example, a printer manufacturer could partner with a paper manufacturer. For every printer sold, the paper manufacturer could throw in some paper, and both business owners could share booth space and leads,” said Poulos.

    Establish an Expertise: Often times, trade shows not only offer entrepreneurs booth space to promote their wares, but they also provide on-site educational opportunities. Business owners who develop a good relationship with show and seminar organizers should consider suggesting topics where they can serve as speakers and promote their expertise. This year Green Festival, showing in NYC, Chicago, Washington, San Francisco and Los Angeles, invited people to apply to speak at the events by submitting a topic proposal.

    SPONSOR SOMETHING: From a cocktail hour to chair massages or a popcorn station, giving attendees a treat for free is a sure fire way for business owners to ensure they will be remembered. Some trade shows restrict sponsorships, offering them only to exhibitors. Others are more flexible, especially if it is coming down to show time and they are strapped for cash. Poulos of Granite Partners recommended entrepreneurs work with vendors and trade show organizer to see where sponsorship opportunities lie, since often these deals can be worked out individually.

    Read more: http://smallbusiness.foxbusiness.com/entrepreneurs/2012/04/23/do-and-donts-for-your-trade-show/#ixzz1t4vzblSL

  • “Relevance” The Only Buzz-word Still Relevant

    “Relevance” The Only Buzz-word Still Relevant

    Recently we were conducting some research for an association client, consisting of some preliminary phone group conversations with some of the Association’s volunteer leadership. The group had been furnished with some thought-provoking questions prior to the call, to sort of prime the pump so to speak, and they were very forthcoming and vocal on the call. Their answers and level of discussion revealed their passion not only for their industry and chosen profession, but for their association and their desire to see it grow and serve the needs of the industry.

    As the call progressed, as in most such conference calls, several of the 8 or so voices started to monopolize the conversation, but as they were providing some solid insights, I let the discussion roll on in this fashion for a few moments. All of a sudden, one of the participants, who we hadn’t heard from for more than a couple of monosyllabic agreements since the beginning of the call piped up with a long, eloquent, involved response to a piece of the discussion – the questions had gotten around to something RELEVANT to her, and she jumped in immediately to contribute.

    As I thought back on the call later in going over my notes, I noticed something in the transcripts. These leading members of this group had used the word “relevant” in their discussion of their wants and needs regarding the association no less than 20 times in a 90 minute call! Clearly, they were calling for the association to pay attention to them and to offer something they found valuable, that they could use to improve their work, status or professionalism. In reviewing our earlier work with other organizations, it became clear that many of them have a sector of their constituency that gets short shrift in the overall scheme of things. In our experience, the cry for relevancy becomes louder the more homogeneous your group becomes, and the minority becomes smaller as a part of the whole.

    For organizations serving a diverse population, the need to take into account multiple points of view, diverse needs, forces them to think more broadly, to offer benefits that fit a wide range of sub-sector’s needs. When the group becomes more homogeneous and a small group stands off to the side, it becomes less and less cost-efficient to serve them with their own set of benefits and offers, to serve them in a way they are used to being served. This type of behavior is often a precursor to an association splitting into smaller, splinter groups, each with diverging needs and desires and expectations.

    In short, the benefits offered the majority have failed to continue to be relevant to the minority group. Chances are, the main group’s marketing efforts reflect this, and if not corrected they will start to see participation, purchase response, renewal rates, and all the other touchpoints they measure decline for this one small group. This lack of relevance can drive the entire organization into a negative spiral if not caught early and rectified.

    So how do you fix the lack of relevance? In a word, research. Most organizations will tell you that “they know their members very well”. It has been our experience that the more they say they know their members, the more they live by that assumption, and the less they really know the membership’s needs, wants and preferences. This particular blindness seems to afflict trade groups more so than membership societies, but it applies to both.

    If you want to know what your members really think of you, and your products and services, ASK THEM! You’d be surprised how readily they will offer their opinions, how honest they will be under the right circumstances, and often how simple their needs are to meet. Once their inputs are incorporated into the organizations behavior, the association will start to experience much higher total lifetime values across the overall membership, much better renewal rates, much less cost to keep members, much less spent on recruitment marketing, and that effect trickles down through almost all aspects of your organization, creating much better fiscal health and well-being throughout.

    Organizations that regularly and routinely poll their memberships, that ask intelligent, probing questions, in order to spot shifts in perceptions, identify under-served areas, failing programs, and budding successes, will predictably do much better then those who feel that surveys and other research are “invasive” or “irritating” to the members, and only survey them once every couple of years with the same routine and detached questions. Get to know your membership segments for real, reliably and recently, and use the knowledge to shape your education programs, to craft your conference offerings, to guide your tradeshow approaches and themes, to guide your publications’ editorial calendars, to adjust your website, to shift your media selection for outreach, and you’ll be amazed how much more “relevant” you are to the membership – even the smallest segment you have!

    If you found this post insightful or helpful, and you’d like to read more, subscribe to this blog above – and don’t forget to pick up your copy of “The Marketing Doctor’s Survival Notes”

     

  • More Isn’t Always Better . . .

    More Isn’t Always Better . . .

    How many of you receive more than 200 e-mail messages per day? How many of you receive more than 50 text messages per day? How many of you read more than 200 entries on social media platforms per day? Add to that radio and TV messages, Internet pop-ups, banner ads, product packages, direct mail promotions and other “input” and you have a perfect recipe for sensory overload. Studies have shown that while most people think they can multi-task well, nearly all of them showed reduced focus and performance standards on tests that required them to concentrate on as many as three tasks at once. The tasks got completed eventually, but not always with the level of quality required, and in approximately the same amount of elapsed time as would have passed if they had done each task individually in serial fashion. So where’s the gain?

    With that many messages coming into our consciousness, none of them receive the attention they deserve, to the point where we actually spend as much energy prioritizing them as we do comprehending them and acting upon them.

    Too many choices, too much information, not enough filtering or discrimination between input sources leads to inaction, dilutes the impact of each message, and slows progress and productivity. As marketers, we need to constantly be aware of the environment in which our customers and prospects function. Bombarding them with messages doesn’t necessarily lead to action, but does lead to saturation, and that saturation point is far more quickly reached today than it was even two years ago.

    That’s actually good news for intelligent marketers. It means that spending more money on higher insertion frequency, broader media buys, longer ad schedules, and higher print and circulation runs won’t get the desired results, and that knowledge allows us to focus on greater message positioning, greater relevance, tighter targeting, higher impact, and better value in our communications. Less is more, and better is less.

    Make it perfect, make it relevant, make it resonate, make it accessible on many platforms and through many channels to allow for preference, but don’t bombard or carpet-bomb in order to achieve penetration – the shields are up and it won’t work!

    Spend the savings in increased production value, higher creativity, better thought processes, higher levels of innovation, originality and transparency – it will pay off ten-fold in the long run.

    If you think this makes sense, or would like more information on this topic or others, Pick up a copy of “The Marketing Doctor’s Survival Notes” – a great addition to your professional library.

     

  • Brand Effectiveness Key to Membership Growth, Part II

    Brand Effectiveness Key to Membership Growth, Part II

    Here’s part II of yesterday’s post . . .

    Brand Effectiveness Key to Membership Growth – Part 2

    In Part One, we discussed using in-depth member survey work to boost the visibility, awareness and effectiveness of your organization’s brand, and how it can directly impact your ability to recruit and retain members. If your organization isn’t the first thing member prospects think of when they turn to industry issues, there’s work to be done.

    Your survey may provide mixed results that don’t show a clear direction. Often this is an indication that there is a disconnect between the brand you put out to the external world, and the one you use to craft the questions! That alone tells you something, and a series of follow-up interviews with the same basic set of queries to the external and internal groups should help clear up the discrepancy.

    Other sources of data can help you check your brand effectiveness as well. Interviews with those alternate stake holders should be couched slightly differently, and can use more “insider jargon” in the questions, as their awareness starts off at a higher level. They can give you a median read, between the internal and the external, and this can often help you reconcile the disparate results mentioned above.

    Take Stock

    An inventory can be helpful in analyzing your brand’s effectiveness. Simply create a list of all the places where your brand appears, in what context, what medium, attached to what product, message or outreach vehicle, and see if they seem to have an obvious pattern, if they are aligned. Often pulling samples from the archives and lining them all up together can be very enlightening. You may be unaware of a brand shift that may have occurred over time, small miscues that send a less the consolidated message to the recipient. One example of this is when an outsource vendor or contractor uses your brand in their program, and it doesn’t match your normal set of brand characteristics. If you are seen as a very sophisticated, august and professionally ethical branded organization, and an outsider puts your logo as a sponsor on a ticket giveaway coupon for a concert, that would be a brand slip or miscue. If several of these items have crept into your inventory, it may be time to put some tighter controls on the use of your brand, and provide some increased education within the organization about the importance of protecting the brand and how to use it properly.

    Top of Mind

    Keeping memorability high is another positive effect of a well –aligned and effective brand. If your brand is consistent with individual experience, that experience will be more memorable. L.L. Bean shows a great example of this. Their “Return any time, no questions asked” return policy has been with them since virtually the beginning of the company. They were so confident in the quality of their products, they couldn’t dream of anyone sending them back, and thus the perceived risk of such a policy was low. That policy became part of their brand, and is now a deeply embedded positive characteristic, so much so that there was near revolt when a senior staffer proposed eliminating it to help save money. As it turns out, their return rate is notably lower than their competitors, and the savings realized would have been more than offset by the damage to their brand as a trusted, honorable retailer of fine outdoor merchandise. As a result, when you get an L. L. Bean catalog in the mail, you instantly put in the back of your mind that the purchase from there is of lower risk, and therefore a greater possibility, as a result of that policy. That gives them a competitive advantage, and keeps their customer retention high and their loyalty even higher, due to the memorability of that policy.

    Brands Aren’t Built In A Day

    If you’ve launched a new product, are a new organization or subgroup within a larger organization, you know the difficulty of setting the stage for a lasting brand. It takes many, many customer touches to build a brand effectively, and with non-profit, member driven organizations, the rate of touch is often affected by budgetary constraints. That puts the building process on the slow track, as the mailings, e-mails, directories, guides, meetings and other activities slowly mount up in the member’s mind. Each piece of the building process must be consistent, and have relevance and meaning for the recipient, or you undo much of the positive work up until then. Be patient. It can take years for an organization to reach a highly memorable, effective state with its brand, and many a good program has been discontinued by impatient senior staffers with a more cautious eye on the bottom line than knowledge of the branding process and its benefits.

    If your brand message aligns with expectations, your touch rate is predictable and rising, and your organization has shown relevance for the audience it wishes to serve, you’re on your way to a highly effective brand.

    If you’re concerned about your brand’s health, effectiveness or strength, and would like to take advantage of our expertise on these topics, be sure and subscribe to this blog, and pick up a copy of “The Marketing Doctor’s Survival Notes”