SlideShare a Scribd company logo
1 of 55
Lauren Dave
Hunter
Ava Caitlin
Marina
Elizabeth Weaver Engel, M.A., CAE
CEO and Chief Strategist
Spark Consulting
Peggy Hoffman, CAE
Co-founder
Mariner Management & Marketing
Get the white paper: http://bit.ly/13Wwe1F … Connect with us: @peggyhoffman @ewengel
POLL:
What is your role in your association’s
volunteer program?
Get the white paper: http://bit.ly/13Wwe1F … Connect with us: @peggyhoffman @ewengel
Agenda
 Reward and Recognition
 Building the right culture
 Keys to good volunteer management
 Ways to say thank you that say thank YOU
Get the white paper: http://bit.ly/13Wwe1F … Connect with us: @peggyhoffman @ewengel
Get the white paper:
http://bit.ly/13Wwe1F
Get the white paper: http://bit.ly/13Wwe1F … Connect with us: @peggyhoffman @ewengel
Get the white paper:
http://resources.higherlogic.com/
volunteerism-white-paper
Get the white paper: http://bit.ly/13Wwe1F … Connect with us: @peggyhoffman @ewengel
How successful is your volunteer program?*
* 2012 ASAE Executive Management Section Council study
Get the white paper: http://bit.ly/13Wwe1F … Connect with us: @peggyhoffman @ewengel
How successful is your volunteer program?*
2.9
(on 5-point scale)
only 5.8% = “extremely successful”
* 2012 ASAE Executive Management Section Council study
Get the white paper: http://bit.ly/13Wwe1F … Connect with us: @peggyhoffman @ewengel
Look what was missing!*
* 2012 ASAE Executive Management Section Council study
Get the white paper: http://bit.ly/13Wwe1F … Connect with us: @peggyhoffman @ewengel
Look what was missing!*
• Measurement instruments for volunteer satisfaction
& volunteer program assessment
• Volunteer training programs for all segments
• Tools for volunteer leadership development
• Tools for assessing & communicating the value of
volunteering
• Processes for recruiting volunteers & matching them
with opportunities
* 2012 ASAE Executive Management Section Council study
Get the white paper: http://bit.ly/13Wwe1F … Connect with us: @peggyhoffman @ewengel
Get the white paper: http://bit.ly/13Wwe1F … Connect with us: @peggyhoffman @ewengel
Get the white paper: http://bit.ly/13Wwe1F … Connect with us: @peggyhoffman @ewengel
Get the white paper: http://bit.ly/13Wwe1F … Connect with us: @peggyhoffman @ewengel
Get the white paper: http://bit.ly/13Wwe1F … Connect with us: @peggyhoffman @ewengel
Organizational Culture
Values + Beliefs  Behavior
Get the white paper: http://bit.ly/13Wwe1F … Connect with us: @peggyhoffman @ewengel
Get the white paper: http://bit.ly/13Wwe1F … Connect with us: @peggyhoffman @ewengel
Get the white paper: http://bit.ly/13Wwe1F … Connect with us: @peggyhoffman @ewengel
Get the white paper: http://bit.ly/13Wwe1F … Connect with us: @peggyhoffman @ewengel
Keys to good volunteer culture
• Offer options that suit everyone
– The Volunteer Continuum
• Manage your volunteers well
– Orientation and training
– Conduct evaluations
• Thank people
Get the white paper: http://bit.ly/13Wwe1F … Connect with us: @peggyhoffman @ewengel
Get the white paper: http://bit.ly/13Wwe1F … Connect with us: @peggyhoffman @ewengel
Get the white paper: http://bit.ly/13Wwe1F … Connect with us: @peggyhoffman @ewengel
Get the white paper: http://bit.ly/13Wwe1F … Connect with us: @peggyhoffman @ewengel
Get the white paper: http://bit.ly/13Wwe1F … Connect with us: @peggyhoffman @ewengel
ad hoc
virtual
micro
episodic
Get the white paper: http://bit.ly/13Wwe1F … Connect with us: @peggyhoffman @ewengel
Audit &
Investment
Board
NFPA Volunteer Support Structure
STRATEGIC TASK
FORCES
Determines what success “looks
like,” codifies into a set of
objectives and metrics, and
tracks progress over time.
WORKING
COMMITTEES
Provides oversight to programs
aligned with objectives; helps
engage members in creation of
value and program development
and delivery.
CONSTITUENCY
COUNCILS
Influences program development
and delivery to better serve their
individual needs; helps members
plug into programs.
GOVERNANCE
BODIES
The Board and the committees it
appoints to fulfill its obligations.
Sets the strategic vision; ensures
appropriate resources to
accomplish it
VOLUNTEERENGAGEMENT
STRATEGICCOMMUNICATION
Executive
Inclusiveness
Workforce
Development
Education
Econ & Stats
Membership
Annual
Conference
ISO TC 131
Technical
Board
Technology
Roadmap
IFPE
Marketing
Technology
Pneumatics
Future Leaders
Distributors
Suppliers
Fluid Power
Systems Conf
Get the white paper: http://bit.ly/13Wwe1F … Connect with us: @peggyhoffman @ewengel
VOLUNTEER CONTINUUM
CREATINGPROMOTING GOVERNINGCONSUMING SERVING
Get the white paper: http://bit.ly/13Wwe1F … Connect with us: @peggyhoffman @ewengel
CREATINGPROMOTING GOVERNINGCONSUMING SERVING
viewing,
reading,
attending
liking, sharing,
recommending
contributing,
commenting,
responding to
surveys
volunteering in
non-governing
role
volunteering in
a leadership
role
CREATINGPROMOTING GOVERNINGCONSUMING SERVING
viewing,
reading,
attending
liking, sharing,
recommending
contributing,
commenting,
responding to
surveys
volunteering in
non-governing
role
volunteering in
a leadership
role
Participatory &
supportive;
counted as a
member of the
community
Validating your
association,
your content,
your mission
Directly (e.g.
speaks, writes,
competes
surveys,
comments) or
Indirectly (e.g.
Member-owned
blogs, white
papers,
webinars)
Ad-hoc, micro,
committee or
TF member
Board,
committee
chair, TF chair
Get the white paper: http://bit.ly/13Wwe1F … Connect with us: @peggyhoffman @ewengel
MEMBER-DRIVEN MENTORING
Get the white paper: http://bit.ly/13Wwe1F … Connect with us: @peggyhoffman @ewengel
MEMBER-OWNED LINKEDIN GROUP
MEMBERS UNITE
Get the white paper: http://bit.ly/13Wwe1F … Connect with us: @peggyhoffman @ewengel
traditional VOLUNTEER roles
unofficial ENGAGEMENT activities
Get the white paper: http://bit.ly/13Wwe1F … Connect with us: @peggyhoffman @ewengel
Get the white paper: http://bit.ly/13Wwe1F … Connect with us: @peggyhoffman @ewengel
Get the white paper: http://bit.ly/13Wwe1F … Connect with us: @peggyhoffman @ewengel
Get the white paper: http://bit.ly/13Wwe1F … Connect with us: @peggyhoffman @ewengel
Orientation:
What am I committing to? How
does it connect to mission?
Get the white paper: http://bit.ly/13Wwe1F … Connect with us: @peggyhoffman @ewengel
Training:
What skills and knowledge do I
need to be successful?
Get the white paper: http://bit.ly/13Wwe1F … Connect with us: @peggyhoffman @ewengel
Get the white paper: http://bit.ly/13Wwe1F … Connect with us: @peggyhoffman @ewengel
Evaluation:
What did I/we learn, what can I/we
learn, how will I/we learn?
Get the white paper: http://bit.ly/13Wwe1F … Connect with us: @peggyhoffman @ewengel
Get the white paper: http://bit.ly/13Wwe1F … Connect with us: @peggyhoffman @ewengel
POLL:
How did you mark #NVW2015?
Get the white paper: http://bit.ly/13Wwe1F … Connect with us: @peggyhoffman @ewengel
Get the white paper: http://bit.ly/13Wwe1F … Connect with us: @peggyhoffman @ewengel
What’s her motivation?
What matters most to him?
Get the white paper: http://bit.ly/13Wwe1F … Connect with us: @peggyhoffman @ewengel
Get the white paper: http://bit.ly/13Wwe1F … Connect with us: @peggyhoffman @ewengel
*#!
Get the white paper: http://bit.ly/13Wwe1F … Connect with us: @peggyhoffman @ewengel
Get the white paper: http://bit.ly/13Wwe1F … Connect with us: @peggyhoffman @ewengel
Get the white paper: http://bit.ly/13Wwe1F … Connect with us: @peggyhoffman @ewengel
Your stories….
Get the white paper: http://bit.ly/13Wwe1F … Connect with us: @peggyhoffman @ewengel
Keep in Touch!
Peggy Hoffman, CAE
President & Association Manager
Mariner Management
@peggyhoffman
phoffman@marinermanagement.com
301.725.2508
Elizabeth Weaver Engel, CAE
CEO & Chief Strategist
Spark Consulting
@ewengel
ewengel@getmespark.com
202.468.3478
Get the white paper: http://bit.ly/13Wwe1F

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Higher Logic Learning Series - Supercharge Member Loyalty & Power Community Engagement

  • 1.
  • 3.
  • 4.
  • 5. Elizabeth Weaver Engel, M.A., CAE CEO and Chief Strategist Spark Consulting Peggy Hoffman, CAE Co-founder Mariner Management & Marketing
  • 6.
  • 7. Get the white paper: http://bit.ly/13Wwe1F … Connect with us: @peggyhoffman @ewengel POLL: What is your role in your association’s volunteer program?
  • 8. Get the white paper: http://bit.ly/13Wwe1F … Connect with us: @peggyhoffman @ewengel Agenda  Reward and Recognition  Building the right culture  Keys to good volunteer management  Ways to say thank you that say thank YOU
  • 9. Get the white paper: http://bit.ly/13Wwe1F … Connect with us: @peggyhoffman @ewengel Get the white paper: http://bit.ly/13Wwe1F
  • 10. Get the white paper: http://bit.ly/13Wwe1F … Connect with us: @peggyhoffman @ewengel Get the white paper: http://resources.higherlogic.com/ volunteerism-white-paper
  • 11. Get the white paper: http://bit.ly/13Wwe1F … Connect with us: @peggyhoffman @ewengel How successful is your volunteer program?* * 2012 ASAE Executive Management Section Council study
  • 12. Get the white paper: http://bit.ly/13Wwe1F … Connect with us: @peggyhoffman @ewengel How successful is your volunteer program?* 2.9 (on 5-point scale) only 5.8% = “extremely successful” * 2012 ASAE Executive Management Section Council study
  • 13. Get the white paper: http://bit.ly/13Wwe1F … Connect with us: @peggyhoffman @ewengel Look what was missing!* * 2012 ASAE Executive Management Section Council study
  • 14. Get the white paper: http://bit.ly/13Wwe1F … Connect with us: @peggyhoffman @ewengel Look what was missing!* • Measurement instruments for volunteer satisfaction & volunteer program assessment • Volunteer training programs for all segments • Tools for volunteer leadership development • Tools for assessing & communicating the value of volunteering • Processes for recruiting volunteers & matching them with opportunities * 2012 ASAE Executive Management Section Council study
  • 15. Get the white paper: http://bit.ly/13Wwe1F … Connect with us: @peggyhoffman @ewengel
  • 16. Get the white paper: http://bit.ly/13Wwe1F … Connect with us: @peggyhoffman @ewengel
  • 17. Get the white paper: http://bit.ly/13Wwe1F … Connect with us: @peggyhoffman @ewengel
  • 18. Get the white paper: http://bit.ly/13Wwe1F … Connect with us: @peggyhoffman @ewengel
  • 19. Get the white paper: http://bit.ly/13Wwe1F … Connect with us: @peggyhoffman @ewengel Organizational Culture Values + Beliefs  Behavior
  • 20. Get the white paper: http://bit.ly/13Wwe1F … Connect with us: @peggyhoffman @ewengel
  • 21. Get the white paper: http://bit.ly/13Wwe1F … Connect with us: @peggyhoffman @ewengel
  • 22. Get the white paper: http://bit.ly/13Wwe1F … Connect with us: @peggyhoffman @ewengel
  • 23. Get the white paper: http://bit.ly/13Wwe1F … Connect with us: @peggyhoffman @ewengel Keys to good volunteer culture • Offer options that suit everyone – The Volunteer Continuum • Manage your volunteers well – Orientation and training – Conduct evaluations • Thank people
  • 24. Get the white paper: http://bit.ly/13Wwe1F … Connect with us: @peggyhoffman @ewengel
  • 25. Get the white paper: http://bit.ly/13Wwe1F … Connect with us: @peggyhoffman @ewengel
  • 26. Get the white paper: http://bit.ly/13Wwe1F … Connect with us: @peggyhoffman @ewengel
  • 27. Get the white paper: http://bit.ly/13Wwe1F … Connect with us: @peggyhoffman @ewengel
  • 28. Get the white paper: http://bit.ly/13Wwe1F … Connect with us: @peggyhoffman @ewengel ad hoc virtual micro episodic
  • 29. Get the white paper: http://bit.ly/13Wwe1F … Connect with us: @peggyhoffman @ewengel
  • 30. Audit & Investment Board NFPA Volunteer Support Structure STRATEGIC TASK FORCES Determines what success “looks like,” codifies into a set of objectives and metrics, and tracks progress over time. WORKING COMMITTEES Provides oversight to programs aligned with objectives; helps engage members in creation of value and program development and delivery. CONSTITUENCY COUNCILS Influences program development and delivery to better serve their individual needs; helps members plug into programs. GOVERNANCE BODIES The Board and the committees it appoints to fulfill its obligations. Sets the strategic vision; ensures appropriate resources to accomplish it VOLUNTEERENGAGEMENT STRATEGICCOMMUNICATION Executive Inclusiveness Workforce Development Education Econ & Stats Membership Annual Conference ISO TC 131 Technical Board Technology Roadmap IFPE Marketing Technology Pneumatics Future Leaders Distributors Suppliers Fluid Power Systems Conf
  • 31. Get the white paper: http://bit.ly/13Wwe1F … Connect with us: @peggyhoffman @ewengel VOLUNTEER CONTINUUM CREATINGPROMOTING GOVERNINGCONSUMING SERVING
  • 32. Get the white paper: http://bit.ly/13Wwe1F … Connect with us: @peggyhoffman @ewengel CREATINGPROMOTING GOVERNINGCONSUMING SERVING viewing, reading, attending liking, sharing, recommending contributing, commenting, responding to surveys volunteering in non-governing role volunteering in a leadership role
  • 33. CREATINGPROMOTING GOVERNINGCONSUMING SERVING viewing, reading, attending liking, sharing, recommending contributing, commenting, responding to surveys volunteering in non-governing role volunteering in a leadership role Participatory & supportive; counted as a member of the community Validating your association, your content, your mission Directly (e.g. speaks, writes, competes surveys, comments) or Indirectly (e.g. Member-owned blogs, white papers, webinars) Ad-hoc, micro, committee or TF member Board, committee chair, TF chair
  • 34. Get the white paper: http://bit.ly/13Wwe1F … Connect with us: @peggyhoffman @ewengel MEMBER-DRIVEN MENTORING
  • 35. Get the white paper: http://bit.ly/13Wwe1F … Connect with us: @peggyhoffman @ewengel MEMBER-OWNED LINKEDIN GROUP
  • 37. Get the white paper: http://bit.ly/13Wwe1F … Connect with us: @peggyhoffman @ewengel traditional VOLUNTEER roles unofficial ENGAGEMENT activities
  • 38. Get the white paper: http://bit.ly/13Wwe1F … Connect with us: @peggyhoffman @ewengel
  • 39. Get the white paper: http://bit.ly/13Wwe1F … Connect with us: @peggyhoffman @ewengel
  • 40. Get the white paper: http://bit.ly/13Wwe1F … Connect with us: @peggyhoffman @ewengel
  • 41. Get the white paper: http://bit.ly/13Wwe1F … Connect with us: @peggyhoffman @ewengel Orientation: What am I committing to? How does it connect to mission?
  • 42. Get the white paper: http://bit.ly/13Wwe1F … Connect with us: @peggyhoffman @ewengel Training: What skills and knowledge do I need to be successful?
  • 43. Get the white paper: http://bit.ly/13Wwe1F … Connect with us: @peggyhoffman @ewengel
  • 44. Get the white paper: http://bit.ly/13Wwe1F … Connect with us: @peggyhoffman @ewengel Evaluation: What did I/we learn, what can I/we learn, how will I/we learn?
  • 45. Get the white paper: http://bit.ly/13Wwe1F … Connect with us: @peggyhoffman @ewengel
  • 46. Get the white paper: http://bit.ly/13Wwe1F … Connect with us: @peggyhoffman @ewengel POLL: How did you mark #NVW2015?
  • 47. Get the white paper: http://bit.ly/13Wwe1F … Connect with us: @peggyhoffman @ewengel
  • 48. Get the white paper: http://bit.ly/13Wwe1F … Connect with us: @peggyhoffman @ewengel What’s her motivation? What matters most to him?
  • 49. Get the white paper: http://bit.ly/13Wwe1F … Connect with us: @peggyhoffman @ewengel
  • 50. Get the white paper: http://bit.ly/13Wwe1F … Connect with us: @peggyhoffman @ewengel *#!
  • 51. Get the white paper: http://bit.ly/13Wwe1F … Connect with us: @peggyhoffman @ewengel
  • 52. Get the white paper: http://bit.ly/13Wwe1F … Connect with us: @peggyhoffman @ewengel
  • 53. Get the white paper: http://bit.ly/13Wwe1F … Connect with us: @peggyhoffman @ewengel Your stories….
  • 54. Get the white paper: http://bit.ly/13Wwe1F … Connect with us: @peggyhoffman @ewengel
  • 55. Keep in Touch! Peggy Hoffman, CAE President & Association Manager Mariner Management @peggyhoffman phoffman@marinermanagement.com 301.725.2508 Elizabeth Weaver Engel, CAE CEO & Chief Strategist Spark Consulting @ewengel ewengel@getmespark.com 202.468.3478 Get the white paper: http://bit.ly/13Wwe1F

Editor's Notes

  1. My official role in my association’s volunteer program is: I’m a staff liaison to the Board or one or more committees I’m the CRP (liaison to chapters etal) I’m the volunteer coordinator Some combination of the above I don’t have an official role – I was just interested in the topic Something else you didn't think to offer as an option
  2. Peggy: Today we’re going to cover….
  3. E – background on whitepaper
  4. P - Check out HL paper too
  5. P - Background on EMS
  6. P
  7. P
  8. P
  9. P – Let’s set the record straight … Recognize effort
  10. P - Reward success
  11. P – You get what you reward
  12. P – Be wary the unintended consequences of the thank you not deserved
  13. E – what we’re talking about is org culture
  14. E – culture is not what you say you do, it’s what you REALLY do
  15. E – culture is all these things, and affects everything an org does
  16. E – you always have a culture – be intentional about creating the one you want Create a culture of valuing vols We’re going to share a few keys
  17. E – review these
  18. Offer options that suit everyone
  19. E – for some, that will be trad committee (and you do still need to have some of those)
  20. E – Xers are in core parenting years
  21. E – Millennials lack authority/seniority
  22. E – talk about each of these briefly All these make it easier to get people to say OK/get them in the door – allows you to accommodate a wide range of skills, interests, and availability
  23. E – you build a pipeline of people who are ready to take on more responsibility and who you know can be trusted to fulfill that
  24. E – NFPA case study
  25. P – making this happen is rethinking volunteer path
  26. P – honoring all types equally
  27. P – honoring all types equally
  28. P – Example: Grassroots evolution, 6-month program Starts quarterly Coach involvement Key to success: 3 FPA-led calls Kick-off w/ mentors &mentees 2-month check-in (separately) Wrap-up: celebrating successes w/ mentors & mentees
  29. P – Example: Member launched group 2009, around 3,500 2010, more than 10,000 Today – nearly 150K
  30. P – Example: members coming together Untech – saved the Tech Conference in 2010 YAP – ignited the voices and energy for a generation; sunsetted Virtual Volunteer Wiki – gave a play space to a small group of members # of members served: hundreds!
  31. P – Make it real by identifying it
  32. P – Make it real by codifying it … Recast Volunteerism: to paint an inclusive picture
  33. P – where to begin?
  34. P – Where to begin … Volunteer Management program. You can’t get there without a map.
  35. E – what is orientation?
  36. E – what is training?
  37. E – personal CAFB story
  38. Peggy - Program eval, performance eval Evaluations by self, supervisor/team, by member Program – its about performance and the impact Why? To determine the ROI of the efforts, to make funding decisions, to assure you are improving how you support volunteers
  39. P – helps adjust the project, the role, the outcome.
  40. Sent personal thank you’s Thanked publicly (on website, social media, et al) Mailed a card (or similar) to all volunteers Some combination of the above When is #NVW?
  41. E – have to thank people appropriately and innovatively – how do you do that?
  42. E – tie to her original motivation for volunteering) and what matters most to him
  43. E – story of serving on CAE Action Team
  44. E – I’m a Gen-Xer, so this is what really matters to me
  45. P – my story
  46. Peggy
  47. Peggy & E share some of the best ideas from the pre-webinar survey HL do a drawing for something
  48. Q&A