Chapter Dashboards – Part 1: What’s Measured is Real

What’s Measured is Real Aligning your organization

Engage to create

Setting KPIs

Part 1

Series Overview

Gather, Rather Than Hunt For Your Data How to find the data

Data Utilization How to Share & Leverage Data Putting your data to use

Keeping cadence

Part 2 Part 3

Today’s Learning ObjectivesIdentify Key MetricsProcess for identifying key metrics – what should your chapters be focusing on?

Tracking MetricsWhat are the top metrics to track?

Communication & Buy-InInternal communication and buy-in for dashboards

Kyle BazzyDirector of Growth

Proud Detroiter

BillhighwayTechnology that solves real

problems exclusively for component-based organizations

Founded in 1999

Why Are We Qualified?

01 Project buy-in from HQ & Chapters

02 Budget allocation

03

Best Practices04

Incentives & support

Why Dashboards?

http://www.marinermanagement.com/files/docs/chapter_performance_dashboard_-_sample_0.pdf

0IncreasedRetention

IncreasedMembership

2xDoubled

Membership in 4 States

$300kIncreased

Sponsorship Revenue

38%24% $70kIncrease Product

Sales

 Presentation | Recording

Imagine This…

When done right, the chapter experience can be one of the

biggest drivers of member retention. ARMA members named

their chapter engagement as their top benefit on member-

satisfaction surveys, [Trevor] Mitchell said. “If we’re investing in

them, it increases our national retention rate and growth rate.”

"What gets measured, gets

managed."Peter Drucker

18%

What are the strategic objectives at HQ? 1. Start with chapters 2. Be genuine3. Be present

I. Aligning Your Organization

01

What are your chapter’s strategic objectives? (if different)

Question:

02

What does leadership value? What are they measuring? What are they investing in?

What support do they want from HQ?

18%

Strategic ObjectiveExample:Increase engagement of membership

Outcome: Finding new ways to provide additional support to chapters

of respondents said that chapter/local peer networking is their primary reason for belonging to FEI

86%

Have you sat down with your board or leadership to determine

your KPIs?

Poll Question #1

II. Engage to Create

How did Dresden start tracking?

Face-to-face, two-way communication w/ leaders

Held chapters to standards & rewrote bylaws

Use Data to Tell a Story…

http://www.moaa.org/Content/Chapters-and-Councils/Retention-Incentives.aspx

Incentives

Best Practices

Support & Incentivize

Identify &Replicate

What are the top metrics you measure, if any?

Poll Question #2

Typically should fall under:

Membership Financial Activity Perceptions

http://www.marinermanagement.com/resources/slide-deck/2013-12-13/driving-association-components-success-with-dashboards

Accessible Understandable

Actionable

III. Setting KPIsInterpretation

http://www.marinermanagement.com/files/docs/chapter_performance_dashboard_-_sample_0.pdf

Leading KPIs Typically “output” oriented

Easy to measure, but hard to improve or influence

Allows you to track how things are going

Precursor to direction of something/related to staff/volunteer activities

Can change quickly

Leading vs. Lagging KPIs

Lagging KPIs Typically input oriented

Hard to measure and easy to influence

Backward-focused or “trailing”

Typically financial indicators such as revenue, profit, cost

Chapter %Total % chapter revenue vs. overall

Age YOYAverage age of your members YOY

TurnoverNew member turnover

Top Metrics We See

http://www2.billhighway.com/l/13992/2016-07-08/53wykk/13992/174650/Chapter_Dashboard_v3.pdf

MembershipTotal membership count

ContactReasons for contact

CategoryRevenue by product category

A/R AgingA/R aging by chapter & overall

Dashboard Examples New Relic (formerly Ducksboard)

Tableau

Domo

iDashboards

BroadPoint

Klipfolio

http://www.marketinggeneral.com/2010/10/22/benchmark-your-membership-marketing-success/

http://membershipmarketing.blogspot.com/2007/07/as-i-mentioned-on-friday-asae-center.html

http://www.inverra.com/our-demos/10025/association-dashboard-demo-10025.html

http://www.inverra.com/our-demos/10044/association-dashboard-demo-10044.html

http://www.inverra.com/our-demos/10022/convention-visitors-association-dashboard-demo-10022.html

http://www.inverra.com/our-demos/10026/association-dashboard-demo-10026.html

Lessons Learned01 Know what is important to your organization

02 Strategic alignment & communication

03

Tackle 2-3 KPIs to start…04

Low hanging fruit

Top 10% & bottom 10%05

Q&A – Ask Away!

Date: Wednesday, November 9th

Time: 12:00-12:45 pm E.S.T.

Learning Objectives:• Provide tools and process for identifying status of

current data processes• Understanding what steps you can take to improve

the data gathering process• What tools are organizations using (And what’s better

than Excel…)

http://www2.billhighway.com/l/13992/2016-10-31/5g838c

Chapter Dashboards – Part 2: Gather, rather than hunt for your data

What’s Up Next?Chapter Dashboards – Part 3: Data Utilization – How to share & leverage your data

Date: Wednesday, November 16th

Time: 12:00-12:45 pm E.S.T.

Learning Objectives:• Understand and reflect on how data is shared in your

organization• How data is used to make decisions in your organization• What data do you already have that would be valuable to

yourself or other decision makers?

http://www2.billhighway.com/l/13992/2016-10-31/5g838f

• ASAE/Associations Now• Component Relations• Governance Structure• The State of Association Chapters

• Mariner Management• Driving Component Success with Performance Dashboards• Chapter Performance Dashboards• Tech Tools for Chapters

• Marketing General Inc. • http://www.marketinggeneral.com/knowledge-bank/

• People Power Unlimited• http://www.peoplepowerunlimited.com/• Active Chapter Video Series

• Association Success• Transform Culture

• Books:• Transformational Governance: How Boards Achieve Extraordinary Chang

e• Component Relations Handbook: A Guide to Successfully Managing and

Motivating Chapters, Affiliates, and other Member Groups• Membership Essentials: Recruitment, Retention, Roles, Responsibilities,

and Resources, 2nd Edition

• What Makes High-Performing Boards

• Whitepapers• The Association EXEC's Guide to Improving Organizational Performance

Additional Resources

Knowledge Share SessionChat about a chapter project, initiative or challenge that you have on your plate. Even if it’s just to bounce some ideas around or hear what we’ve seen other use.

http://www.billhighway.co/expert-chat/

Additional Resources

Kyle Bazzy586.480.6419 (cell)

Kbazzy@billhighway.comhttps://www.linkedin.com/in/kylebazzy

AMA: Ask Me Anything