ASAE Rebuilding Volunteer Spirit

Rebuilding the Volunteer Spirit: Tales from 5 Associations

August 6, 2013 10:45 AM – 12 PM Hashtag: LH97

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Re-inventing Volunteerism• Tom Hood – CEO, Maryland Assn. of CPAs • Org Type: Trade • Members: 9,000 • Staff: 31 FTE • www.macpa.org

Re-inventing Volunteerism• The challenge - are you Inside–Out Need to

be innovative, future-focused? But how? • Start with Why & MBSN • Be the catalyst, not the hub: Outside–In • Cool Tools

How many more projects can we add?

Ever feel like this?

Are your resources trapped here?

• Committees• Board

• Chapters• Staff

Think

Association (MACPA) Vision & Strategy

CPA Profession Vision

Results? More strategic projects

Cool ToolsMBSN - Management by Sticky Notes i2a: Insights to Action Strategic Thinking Grassroots engagement (Townhalls, conferences.io, etc) Vision Alignment Grid Opportunity Portfolio

Holistic Approach• Marc Beebe, CAE – Director, IEEE

Strategic Research • Org Type: IMO • Members: 400,000 worldwide • Staff: 1,100 • www.ieee.org

Holistic Approach• IEEE is very decentralized • No common agreement on who is a volunteer or # • Concerns:

• volunteer pipeline • getting people actively involved sooner  

• Investigation: • comprehensive research program • staff & volunteer focus groups • Surveyed current, former & non-volunteers  

• Breaking down silos

Loyalty Programs• Liz Messner, CAE, IOM – Senior Manager

Membership, Society of Petroleum Engineers • Org Type: IMO • Members: 110,500 • Staff: 375, 7 Offices • www.spe.org

Loyalty Programs• Andy Steggles – President

& Chief Social Strategist, Higher Logic

• www.higherlogic.com

•100 year old corporate practice translates well to volunteerism Motivate Engage Appreciate

Loyalty Programs

MentorMatch• Laura Brook – Director, Community

Development, Financial Planning Association • Org Type: IMO • Members: xxx • Staff: xxx • www.fpanet.org

MentorMatch• 6-month program • Coach involvement • 3 FPA-led calls:

1. Kick-off – mentors and mentees 2. 2-month check-in – mentors separate from mentees 3. Wrap-up: celebrating successes – mentors and

mentees • Engages tough audiences – members young

and mature.

The ROI of Volunteers• Tobi Johnson – Aging

Network’s Volunteer Collaborative, National Association of Area Agencies on Aging

The ROI of Volunteers• Two simple ways … • One more detailed way …

Contact us• Marc Beebe, CAE, IEEE, [email protected] • Laura Brook, Financial Planning Association,

[email protected] • Peggy Hoffman, CAE, Mariner Management,

[email protected] • Tom Hood, Maryland Association of CPAs, [email protected] • Tobi Johnson, Tobi Johnson & Associates,

[email protected] • Liz Messner, CAE, Society of Petroleum Engineers,

[email protected] • Andy Steggles, Higher Logic, LLC, [email protected]