Is it time to rebrand your organization to speak to your existing and potential members? Wendy Kavanagh President Georgia Society of Association Executives Bob Moore Executive Director Technology Councils of North America Thursday, April 30, 2015 2:00 – 3:00 PM ET Presenter Wendy Kavanagh, CAE Wendy Kavanagh is the President of the Georgia Society of Association Executives, a position she has held since 2005. Ms. Kavanagh reports to the Board of Directors and is responsible for its overall operation. As president, she serves the membership and community by furthering the mission of the organization to advance the profession of association management and to enhance the professionalism of association executives. During her tenure, GSAE launched the highly-regarded Leadership Academy, celebrated its 90th Anniversary, implemented a significant branding and membership marketing campaign, and created a Supplier Council for the corporate member constituency. Ms. Kavanagh has been a nonprofit manager since 1995 and previously owned and operated Tessera Association Management, an association management company. Her prior work experience includes positions with the International Association for Financial Planning, Phi Mu Fraternity and the Institute of Industrial Engineers. She earned her Certified Association Executive (CAE) designation in June, 2002. Wendy Kavanagh Presenter Bob Moore, CAE Bob Moore, CAE, is a Certified Association Executive with 15 years of association management experience. Bob currently serves as the first executive director for the Technology Councils of North America (TECNA), an amalgamation of over 50 technology trade organizations representing more than 22,000 technology-related companies across North America. Previously, Bob worked as the Vice President of Knowledge & Learning Experiences at the Institute of Food Technologists and supported a variety of associations while associate director of education at SmithBucklin Corp., the world’s largest association management company. He’s an active volunteer with the American Society of Association Executives and Association Forum of Chicagoland. Bob Moore Webinar Reminders Please note, all participants are placed on “MUTE” The Webinar will begin at 2:00 p.m. EST This webinar networking session is not a Continuing Education Program. No CE credit will be given for your attendance. To Ask a Question and Collapse Control Panel Expand or Collapse Type your question here Why We Began the Project…… Energize | Elevate | Modernize Research…. Branding Task Force Questions Our name is or is not exclusionary? Leadership understands what members want from and appreciate about GSAE? Core, compelling value statements about GSAE? Harness member enthusiasm and good will into tangible, measurable outcomes? With Whom We Spoke…. Leaders Event attendees Engaged & “checkbook” members Lapsed members Nonmembers CEOs, Sr staff, all levels Set Up Success Our Business is Helping Your Business Succeed Random (not really) Ta Da … Then Now connecting leaders, advancing associations Meaningful Connections & Member Potential Welcomed, Connected Peer Connections & Table Hosts & Meet & Greet Member Orientation Membership WG Professional Development Web Warriors 6 Shared Interest Groups Supplier Council Informed Annual Meeting Webinars, workshops Leadership Academy Online resources CAE Study Group Luncheons Benchmarking Career resources through GSAE & ASAE Storytelling & The Video Series… 7 GSAE volunteers; 5 story buckets to fill 1. Education/Knowledge exchange 2. Networking, professional connections and community 3. Compelling resources 4. Leadership development 5. Career paths and growth Website Themes and Feelings Other Initiatives 1. 2. 3. 4. 5. Re-aligned our volunteer opportunities to match welcomed, connected, informed Upgraded our educational programming Updated our Leadership Academy curriculum Launched GSAEtv Revamped our GSAE Tradeshow Results 3 years later … 88% of all respondents plan to continue membership until they leave association work 85% intend to attend GSAE meetings frequently 79% have made professional friends and meaningful contacts through GSAE THESE NUMBERS INCLUDE NONMEMBERS! GSAE Interactions . . . Top 4 – Members 1. GSAE has a strong community of practice (4.52) 2. GSAE has an inclusive culture, welcoming my participation and contributions (4.46) 3. GSAE is a transparent organization— I understand what they do and why they do it (4.40) 4. GSAE has improved the quality of its services over time (4.31) GSAE’s Net Promoter Scores On a scale of 1 to 10 (10 being best), how likely are you to recommend GSAE? GSAE members: 69% promoters Non-members: 19% promoters And 74% report that they have encouraged others to belong to GSAE Actual NPS – subtracting Detractors from Promoters 59% - association execs and 54% - corporate suppliers Commercial applications of the survey consider mid-30s normal Lessons Learned . . . 1. 2. 3. 4. 5. 6. 7. 8. Research is king Organization is critical Mapping is helpful Vendor choices matter Aligning everything to the end result makes a smoother transition Evaluate and measure Tweak as needed Don’t rest on previous successes Contact Us Anytime … Wendy Kavanagh, CAE President Georgia Society of Association Executives Atlanta, GA (404) 577-7850 wendy@gsae.org www.gsae.org Resource page: https://gsae.site-ym.com/?315 TECNA TECHNOLOGY COUNCILS OF NORTH AMERICA • • • • North American focused 52 IT and Technology trade organizations 30 State/Provincial; 20 Regional; 2 Country-based Network represents 22,000+ technology-related companies PAGE 20 OBJECTIVES Upgrade the brand to a contemporary standard Enhance relevance with current customers (communications quality aligned with the level of value delivered) Assist in attracting new customers Increase relevance with the tech companies that belong to TECNA member organizations Increase efficiency and effectiveness with which new communications can be developed PAGE 21 PROCESS Developed RFP Solicited bids from vendors Selected: http://www.6pmarketing.com/ Board appointed 3-person task force with final decision making authority Conducted all work virtually over 5 months time-frame PAGE 22 ONE APPROACH DOESN’T FIT ALL RESEARCH Project kick off meeting to confirm primary audience, research objectives, timeline, responsibilities Shared: • Strategic plan • Member surveys Defining TECNA exercise (now and in the future): TECNA is the place where leading Tech associates meet! Members will benefit from peer to peer exchange. They will be most excited when they can improve their business practices. PAGE 24 RESEARCH LEADERSHIP TEAM QUESTIONNAIRE (13 Q; GOAL OF 5) Let’s assume you are at a Chamber of Commerce lunch and it comes up at the table that you’re involved with TECNA. If someone asks “what exactly does TECNA do?” - what do you tell them? How will new members of TECNA be better off (personally and professionally) as a result of joining TECNA? What unique value can TECNA deliver to members that is different from what they can get elsewhere? PAGE 25 RESEARCH IN-DEPTH INTERVIEWS COMPLETED WITH LEADERSHIP TEAM (~13Q; GOAL OF 5) If TECNA could have a famous spokesperson, which of the following people would best represent the personality of the organization? And why? • • • • • • • • • Abraham Lincoln Albert Einstein Alexander Graham Bell Alfred Hitchcock Aristotle Benjamin Franklin Beyonce Bill Clinton Bill Cosby PAGE 26 RESEARCH DEVELOPMENT AND DEPLOYMENT OF MEMBER SURVEY (15Q; GOAL OF 25) Provided $20 Starbucks gift card to survey respondents When you first heard of TECNA, what intrigued you most about it? When you first considered joining TECNA (or renewing), what were the TWO most important functional/practical needs you expected to have fulfilled? • Learn how to better manage my board • Ability to grow my overall network • Increase my organization’s ability to affect public policy PAGE 27 RESEARCH OTHER INPUTS & ANALYSIS Competitive Scan (6) Research analysis and brand strategy development Presentation of results and recommendations Note: > 50% of TECNA’s member organizations participated in the research process PAGE 28 BRAND STRATEGY Key components include: Primary audience description (demographics and psychographics) Functional Access to tech association best practices Peers (and a network) to call on for advice Education (learn the disciplines required to run a tech association) Psychological Affirmation and Validation Join a community of like-minded people (who know my job) Feel like making a contribution to others PAGE 29 CLIENTS’ NEEDS SUMMARY OF BENEFITS TO PROMOTE Functional Access to tech association best practices Peers (and a network) to call on for advice Education (learn the disciplines required to run a tech association) Psychological Affirmation and Validation Join a community of like-minded people (who know my job) Feel like making a contribution to others PAGE 30 BRAND STRATEGY (CONT.) Key components include: Key attributes (main ideas that we want the audience to associate with TECNA) Brand personality (personality traits that describe the nature of the TECNA brand) PAGE 31 TECNA’S BRAND PERSONALITY Collaborative and Connected This brand works exceptionally well with others and fully believes in synergy. It has a broad reach and is respected, enabling it to bring people together for their mutual benefit. There is a selfless aspect to its nature as it strives for collective good to be created. Innovative and Entrepreneurial With a a spirit of innovation and invention, this intelligent brand works relentlessly to create a new and better way – inspiring people along the way. Resourceful in nature, this brand gets things done. Using its expertise to help the collective group succeed. PAGE 32 CREATIVE DEVELOPMENT PROCESS OUTLINE • • • • Presentation of logo and tagline options Final logo / tagline feedback to 6P Marketing Final logo and tagline approved by TECNA Brand expression concepts presented, revised and finalized • • • • • • • • • Fonts Color palettes (primary and secondary) Web mock layout Use in social media (Twitter, LinkedIn, Facebook) logos/images Newsletter/Blog images Collateral ideas (Hats, mugs) Stationary (Press release, letter head image files) Email Signature PowerPoint template PAGE 33 LOGOS/TAGLINES BEFORE AFTER We build strong technology associations that help drive the innovation economy. PAGE 34 BEFORE AFTER BEFORE AFTER TIPS/LESSONS LEARNED • • • • • • • Secure a small task force to help guide and approve efforts Identify key check-in points to gain Board feedback Create an inventory of everywhere you have a logo/your brand and how it’s used – incorporate into RFP Ensure proper scaling of social media images Think of pre-work exercises before selecting vendor – don’t pass up opportunities for input now Ask for vendor to create MS Office based files if you don’t know how to create templates yourself Sync up timelines if working on a website – have a plan B PAGE 39 TOOLS • • • Sample RFP Vendor vetting spreadsheet Post-branding checklist 6P Marketing Contacts: Paul Provost President paul@6pmarketing.com 6P Marketing 421 Mulvey East Winnipeg MB 204.474.1654 Tracey Winch Director of Client Services tracey@6pmarketing.com PAGE 40