Chapter Tech Edition: A Few of Our Favorite Chapter Tools for 2021
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The shift to virtual has placed an even greater emphasis on the importance of leveraging technology at the local level. In this session, we’ll share specific tools to help maximize chapter performance in this new reality. Peter Houstle & Peggy Hoffman from Mariner Management will be your Tech Emcees and share how CRPs are leveraging these chapter tech tools on the job and why they’re recommending them to their chapter leaders. These tools come straight from other CRPs, so we’re sure they can work for your association too!
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Chapter Tech Edition: A Few of Our Favorite Chapter Tools for 2021
- 1. Chapter Tech Edition A Few of Our Favorite Chapter Tools for 2021
- 2. Chat What’s the newest app you’ve added to your phone, tablet …?
- 3. Got chapters? We’ve got solutions. Billhighway gives your chapters the tools to automate and simplify operations while creating data visibility across your entire organization. This empowers you and your chapters to focus more on member value and grow your association. About Hosts Billhighway & Mariner Let’s create the greatest possible value for your members and volunteers!
- 4. Our Shared Purpose To build community and connect component-based organizations and component relations professionals (CRPs).
- 5. December 10, 2020 12 – 1 pm ET December 29, 2020 9:30 – 10:15 am ET January 6, 2021 3 – 4:15 pm ET CHAPTER PERFORMANCE REIMAGINED: Taking Your Association’s Growth to the Next Level HELLO 2021! CRP COFFEE CHAT COACHING VOLUNTEER SUCCESS https://bit.ly/chapterperf https://bit.ly/32MmvzF https://bit.ly/3lvv2OM
- 6. Today’s Agenda 01 02 03 Tech for communications and brand alignment Tech for delivering training virtually Tech that checks boxes Share your wins https://bit.ly/CRPTechWins
- 7. POLL Did you have a tech win in 2020? • Yes [tell us in chat!] • No • Not so much a win yet worthy of a share Share your wins https://bit.ly/CRPTechWins
- 8. POLL Do you use any of these tech tools? • Branding template platform • Virtual conference platform • Infographic or graphic maker • Video creator • Election app • Auction app • Form maker • Awards platform
- 9. POLL What tech solution is on your wish list? Tool/app to … • Collect chapter reports • Share data, dashboards • Run elections • Raise money or run auctions • Create communications including graphics, infographics, videos, brochures etc. • Automate processes • Other
- 10. • Difficult to enforce well • Mismatch in branding/ communications • Volunteers just need help! #1 Communications 36% have branding agreement* yet … *2019 Chapter Benchmarking Study
- 11. Megan Brien Association of Government Accountants AGA Case Study Need: a graphics solution to ensure chapters use correct branding without a lot of staff time Tech: Lucidpress Price: $5k What They Did: • Secured multiple licenses for chapters • Worked with graphic design team to create a set of templates • Conducted training Win: "Easy setup for us, easy use for them - and we can edit/approve too!“ Scalable!
- 12. AGA Case Study
- 13. CRPS FAVS: COMMUNICATION SAVES VENNGAGE is like having a low-cost graphic designer at the ready! Reasonably priced infographic maker we use to explain complex processes, create social media and marketing graphics. AMANDA DARNLEY, AMERICAN ASSOCIATION FOR MARRIAGE AND FAMILY THERAPY PABLO by Buffer social media graphics are easy to use and free! And safe copyright- wise. CHERYL GOLDSBY, INTERNATIONAL HEARING SOCIETY Use Video to make an impact! ANIMOTO is a great, low-cost way to quickly share information in a visually appealing and engaging way. MICHELLE EWING, AGC AMERICA BITEABLE makes easy, short videos with photos & quick captions; Very easy to use, lots of templates & music options. Don't have to be a graphic designer to use! KATIE KOCH, AMERICAN WATER WORKS ASSOCIATION
- 14. #2 Training & Education 76% host a dedicated leadership conference; needed Plan B 77% offer webinars; offering a starting point *2019 Chapter Benchmarking Study
- 15. Samantha Herman Association for Talent Development ATD Case Study Need: shift a in-person conference virtual that ties into a 12-month strategy Tech: Pathable Price: $20k What They Did: • Tapped into a virtual conference platform that could be used across the association • Captured favorite in-person experiences in new ways • Created access beyond the conference to expand training availability Win: 17.5k posts; 7.5k private messages; 155% increase registration; $80k savings!
- 16. ATD Case Study
- 17. CRPS FAVS: TRAINING/EDUCATION SAVES CAMTASIA let's you easily record short how to or instructional videos … especially if you want your chapters to complete forms provide instructions. I love it because it's simple to use and follows you clicks while recording your voice. MEDA MERRITT, AMERICAN FIRE SPRINKLER ASSOCIATION We have used POWTOON to create chapter leader training videos, recognition videos, etc. It's a fun way to present the information, and relatively easy to use. EMILY JENNINGS; COMMUNITY ASSOCIATION INSTITUTE MENTIMETER & KAHOOT for audience participation, surveys, instant results; easy to use and creates interactive presentation. DANELKIS SERRA, INTERNATIONAL INSTITUTE OF BUSINESS ANALYSIS LUMEN5, DESIGNERR & MAGISTO are the magic 3 letting you repurpose content you already have! Easy, fun. Light on the budget. BETH Z, YOUR NERDY BEST FRIEND
- 18. • Make reporting easier • Pivot to virtual for auctions & elections • Be accessible to volunteers #3 Tech that checks boxes Tap tech to connect leaders to you and their work
- 19. CRPS FAVS: CHECKING BOXES SAVES FORMASSEMBLY, an online submission tool for surveys, collecting data, reservation tool for our Zoom license. Eliminates gathering a lot of info via email and transferring to our database. Auto upload directly into Salesforce; we can generate Excel reports to analyze data. LAURA RIDNER, RISK MANAGEMENT ASSOCIATION CALENDLY makes it so very easy for chapter leaders to schedule meetings with me; Set it and forget it. MARYANN FIALA, EDTA COGNITO FORMS is easy to use form builder is free with paid options. JOHN TORRES, MARYLAND FARM BUREAU OPENWATER is used for our chapter awards program and now our chapter recertification to the platform as well. It’s been a smooth transition for HQ and chapter staff. Directly upload required docs; easy export of data. EMILY JENNINGS, COMMUNITY ASSOCIATIONS INSTITUTE
- 20. CRPS FAVS: CHECKING BOXES SAVES Brought the big dollars home when we pivoted big fundraiser to virtual with CLICKBID. High marks on price, support, live chat during event, easy process on backend. Will likely be a solution going forward as it simplifies, modernizes the auction process. ALISSA PARADY, INTERNATIONAL HEARING SOCIETY SIMPLY VOTING is our election platform of choice. ANNE KREISS, AMERICAN SOCIETY OF TRANSPLANTATION My Chapter leaders can connect with me via MS TEAMS; it is very helpful when they want to ask a quick question. Getting ready to roll out Team Channels for all our Chapters and a Chapter Chair group. JOANNA LEON, WAREHOUSING EDUCATION AND RESEARCH COUNCIL ELECTION RUNNER is our election platform of choice. BRITNEY CONWAY, ASA AND ANN DOROUGH, AIA,
- 21. CEX 2021 Monday, October 11th (tentative) Washington, DC www.leveragechapters.com
- 22. December 10th 12 – 1 pm EST Register >> https://bit.ly/chapterperf Chapter Performance Reimagined: Taking Your Association’s Growth to the Next Level
- 23. Thank You!
Editor's Notes
- It's time to warm up your fingers... This is just one example of an ice breaker you can use with chapter leaders BREAK THE ICE For smaller meetings allow everyone to introduce themselves. For larger meetings encourage this in the chat room. Warm up attendees. Get the chat warmed up with an easy icebreaker questions My two favorites: what’s your go-to morning beverage or what’s on your desk that makes you smile. Check out this Mind Tools post with tips and ideas. Gets the fingers warmed up. for extra fun, lead a finger warm-up. Love the Spider push-ups!
- Brought to you by: Billhighway & Mariner So real quickly before we dive in, we want to introduce you to Billhighway. They’re dedicated to providing solutions to chapter-based associations to help streamline a lot of the work that you at National do as well as the work that your chapters leaders and volunteers do to bring data visibility across your entire organization. And of course you know Mariner Management. Come to us for…
- This is our WHY … its more than webinars and CEX >> Use the CRPTechWins to help the community share https://bit.ly/CRPTechWins Looking ahead >> Dec all about banking; Virtual Idea Swap on curating ideas for 2021; Jan skill sharpener continues
- Looking ahead >> all about banking; Virtual Idea Swap on curating ideas for 2021; Jan skill sharpener continues Data – https://bit.ly/chapterperf Coffee - https://bit.ly/32MmvzF Coaching Success - https://bit.ly/3lvv2OM
- Why tech is so important in 2021 Lives busy, more virtual – tie in CB research about virtual opening doors Let’s look at 3 pain points & More Communications/branding Learning/training Reporting and More Scheduling/being accessible Elections Fundraising Use the CRPTechWins to help the community share https://bit.ly/CRPTechWins If you have a question, put it in chat or use Q&A If you have a wish list item … watch for the poll coming up 😊
- POLL – chat in your wins, ideas & share on https://bit.ly/CRPTechWins
- Poll: chat in details
- Poll: chat in details
- 36% reported in Chapter Benchmarking report having a branding agreement … (1) Need to give communications assist Success Story: AGA & Lucid Press We have been using LucidPress for 2 years Our Account Manager at LucidPress pulls reports for us. These reports show how active users have been, when they last signed on, etc. We have a business plan Our price is around $5k The items do not have to be approved, but we have ours set up that way Our Graphic Design Team is working on additional templates. Some ideas that we are considering creating templates for are: social media invites, agendas, banners for websites Our marketing department & Louise met with the chapters 2 years ago. They did a training with each chapter at that time We do not charge the chapters Backstory: we wanted a way to streamline the communications that were being sent out and we wanted to help with branding guidelines. Our marketing department came across LucidPress and thought that it was a great idea. We were able to help the chapters by providing them with access to premade templates and we were able to “lock” the templates so that certain changes could not be made. Venngage Infographics - Amanda Darnley, American Association for Marriage and Family Therapy Pablo by Buffer social media graphics; easy to use and free; Cheryl Goldsby; HIS Animoto –Michelle Ewing, AGC Volunteer thank you video: https://youtu.be/qsAE1yamSfU Biteable: Makes easy, short videos with photos and quick captions; Very easy to use, lots of template options, music options, and more. Don't have to be a graphic designer to use! Katie Koch, American Water Works Association
- Success Story: AGA & Lucid Press We have been using LucidPress for 2 years Our Account Manager at LucidPress pulls reports for us. These reports show how active users have been, when they last signed on, etc. We have a business plan Our price is around $5k The items do not have to be approved, but we have ours set up that way Our Graphic Design Team is working on additional templates. Some ideas that we are considering creating templates for are: social media invites, agendas, banners for websites Our marketing department & Louise met with the chapters 2 years ago. They did a training with each chapter at that time We do not charge the chapters Backstory: we wanted a way to streamline the communications that were being sent out and we wanted to help with branding guidelines. Our marketing department came across LucidPress and thought that it was a great idea. We were able to help the chapters by providing them with access to premade templates and we were able to “lock” the templates so that certain changes could not be made.
- Success Story: AGA & Lucid Press We have been using LucidPress for 2 years Our Account Manager at LucidPress pulls reports for us. These reports show how active users have been, when they last signed on, etc. We have a business plan Our price is around $5k The items do not have to be approved, but we have ours set up that way Our Graphic Design Team is working on additional templates. Some ideas that we are considering creating templates for are: social media invites, agendas, banners for websites Our marketing department & Louise met with the chapters 2 years ago. They did a training with each chapter at that time We do not charge the chapters Backstory: we wanted a way to streamline the communications that were being sent out and we wanted to help with branding guidelines. Our marketing department came across LucidPress and thought that it was a great idea. We were able to help the chapters by providing them with access to premade templates and we were able to “lock” the templates so that certain changes could not be made.
- © Copyright Showeet.com – Free PowerPoint Templates
- Benchmarking 76% host a dedicated leadership conference; needed Plan B
- Samantha Herman Manager, Chapter Learning and Development at Association for Talent Development (ATD) https://pathable.com/
- 2 popular events were the HH with staff depts and the push pin map to make connects They created a virtual table tops and introduced accountability partners https://pathable.com/
- https://www.techsmith.com/video-editor.html https://www.mentimeter.com/ https://kahoot.com/ https://www.powtoon.com/ https://lumen5.com/ https://designrr.io/ https://www.magisto.com/
- Be accessible – using Teams and Calendly Calendly - Makes it so very easy for chapter leaders to schedule meetings with me; Set it and forget it. Maryann Fiala, EdTA MS Teams Make reporting easier However, the one at the top of my list is FormAssembly. This is an online submission tool that we use for general surveys, collection of data that is automatically uploaded to Salesforce and also as a reservation tool when chapters want to request the use of a general Zoom license for events or meeting. Previously, we would gather a lot of this information via email then have to transfer the information to our database or to an Excel spreadsheet. This tool not only allows us to upload information directly into Salesforce, but we can also generate Excel reports to analyze what we receive. OpenWater for our chapter awards program for the last couple years, and last year we moved our chapter recertification to the platform as well. It has been such a smooth transition for our staff at headquarters and our chapters. All of the required documents can be directly loaded into the system. I can assign each of the chapters to our staff to review the materials and make notes. We can also export the information they submitted and save it in our files or pull out certain documents we need. Cognito Forms (www.cognitoforms.com); John Torres CAE, Executive Director, Maryland Farm Bureau, Inc. Click bid, election
- Be accessible – using Teams and Calendly Calendly - Makes it so very easy for chapter leaders to schedule meetings with me; Set it and forget it. Maryann Fiala, EdTA MS Teams Make reporting easier However, the one at the top of my list is FormAssembly. This is an online submission tool that we use for general surveys, collection of data that is automatically uploaded to Salesforce and also as a reservation tool when chapters want to request the use of a general Zoom license for events or meeting. Previously, we would gather a lot of this information via email then have to transfer the information to our database or to an Excel spreadsheet. This tool not only allows us to upload information directly into Salesforce, but we can also generate Excel reports to analyze what we receive. OpenWater for our chapter awards program for the last couple years, and last year we moved our chapter recertification to the platform as well. It has been such a smooth transition for our staff at headquarters and our chapters. All of the required documents can be directly loaded into the system. I can assign each of the chapters to our staff to review the materials and make notes. We can also export the information they submitted and save it in our files or pull out certain documents we need. Cognito Forms (www.cognitoforms.com); John Torres CAE, Executive Director, Maryland Farm Bureau, Inc. Click bid, election
- Mark your calendars for CEX 2021! Save the Date for CEX 2021 www.leveragechapters.com
- CHAPTER PERFORMANCE REIMAGINED: TAKING YOUR ASSOCIATION’S GROWTH TO THE NEXT LEVEL December 10, 2020 12 – 1 pm EST https://bit.ly/chapterperf https://www.billhighway.co/component-events/chapter-performance-reimagined-taking-your-associations-growth-to-the-next-level/
- Thank you again!