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Membership & Marketing Conference Live from Baltimore! It's the Best of the Alexandria Brown Bag Your host: Talisa Thomas-Hall Director of Membership and Affiliate Relations National Association for College Admission Counseling May 1, 2009, 8:15 a.m. 9:15 a.m. Connecting Great Ideas and Great People

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Page 1: Membership & Marketing Conferencekwhorton.com/uploads/Live_From_Baltimore_It_s_The... · May 1, 2009, 8:15 a.m. ... Adjusted revenue projections significantly downward to reflect

Membership & Marketing Conference

Live from Baltimore!

It's the Best of the Alexandria Brown Bag

Your host: Talisa Thomas-Hall

Director of Membership and Affiliate Relations National Association for College Admission Counseling

May 1, 2009, 8:15 a.m. – 9:15 a.m.

Connecting Great Ideas and Great People

Page 2: Membership & Marketing Conferencekwhorton.com/uploads/Live_From_Baltimore_It_s_The... · May 1, 2009, 8:15 a.m. ... Adjusted revenue projections significantly downward to reflect

Featuring…

Scott Oser, President,

Scott Oser Associates, Inc.

Erik Schonher, Vice President

Marketing General Inc.

Kevin Whorton, Principal,

Whorton Marketing & Research

Page 3: Membership & Marketing Conferencekwhorton.com/uploads/Live_From_Baltimore_It_s_The... · May 1, 2009, 8:15 a.m. ... Adjusted revenue projections significantly downward to reflect

Today’s Hot Topics:

Economy’s Impact on Associations

Generational Engagement

Creative Marketing on

Shoestring Budgets

Page 4: Membership & Marketing Conferencekwhorton.com/uploads/Live_From_Baltimore_It_s_The... · May 1, 2009, 8:15 a.m. ... Adjusted revenue projections significantly downward to reflect

Facts

Coping Strategies

#1: The Economy’s Impact

on Associations

Page 5: Membership & Marketing Conferencekwhorton.com/uploads/Live_From_Baltimore_It_s_The... · May 1, 2009, 8:15 a.m. ... Adjusted revenue projections significantly downward to reflect

The Economic Impact

on Member Organizations

This is a Cultural Reality…

Adopt a mindset for doing more

for less.Scott Oser, Scott Oser Associates, Inc.

Page 6: Membership & Marketing Conferencekwhorton.com/uploads/Live_From_Baltimore_It_s_The... · May 1, 2009, 8:15 a.m. ... Adjusted revenue projections significantly downward to reflect

The Economic Impact

on Member Organizations

This is not the Great Depression!?

“During the Great Depression, a quarter of the

working age population was out of a job.”

The Economist

Page 7: Membership & Marketing Conferencekwhorton.com/uploads/Live_From_Baltimore_It_s_The... · May 1, 2009, 8:15 a.m. ... Adjusted revenue projections significantly downward to reflect

31%

18%

7%

14%

14%

19%

23%

31%

42%

60%

53%

47%

0% 20% 40% 60%

None of the above

Substantial # of

bouncebacks: newly-

unemployed/closed

Exit surveys/direct

comm. from members

lapsing

Decreases in normal #

of member inquiries we

would be receiving

Decreasing

participation in

activities/conferences

Decreases in

proportion of members

renewing

Trade

IMO

Membership Changes Seen, Past 6 Months

Results of economic survey of

associations completed Feb 2009

(N=342)

Page 8: Membership & Marketing Conferencekwhorton.com/uploads/Live_From_Baltimore_It_s_The... · May 1, 2009, 8:15 a.m. ... Adjusted revenue projections significantly downward to reflect

9% 9% 60% 1% 21%

64% 4% 31%

6% 45% 11% 37%

0% 25% 50% 75% 100%

Membership inquiries

Member retention

Conferences/ed.

Increase About same Slight decrease Moderate decrease Significant decrease

Magnitude of Impact on Associations

Mean= - 20.1%

Mean= - 7.4%

Mean= - 19.8%

Average change in bouncebacks due to unemployed, out of business: ↑ 13%

Average change in exit surveys referencing the economy: ↑ 38%

Page 9: Membership & Marketing Conferencekwhorton.com/uploads/Live_From_Baltimore_It_s_The... · May 1, 2009, 8:15 a.m. ... Adjusted revenue projections significantly downward to reflect

6%3%

30%34%

12%22%

14%15%

16%20%

25%29%

39%39%

43%48%

57%51%

66%69%

0% 20% 40% 60%

None of the above

Other

Changing our policies regarding 'carrying' unemployed or out of

business members for some period

Eliminating one or more specific campaigns that you would

otherwise have conducted

Choosing to delay implementing dues increases that would

otherwise have occurred

Instituted a hiring freeze, reduced outsourcing, or other staffing

changes

Adjusted revenue projections significantly downward to reflect

decreasing non-dues revenue

Adjusted revenue projections significantly downward to factor in

decreased renewal/retention

Shifting some of your existing activities to lower-cost methods such

as less mail/more e-

Implementing more 'touches' with new/existing members to bolster

relationships/retention

Trade

IMO

Plans/Actions: Positive Responses

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22.9% 51.2% 25.9%

15.0% 25.4% 59.6%

24.6% 52.4% 23.0%

31.0% 43.1% 25.9%

18.2% 59.6% 22.2%

28.3% 59.5% 12.2%

30.8% 55.4% 13.8%

37.1% 40.9% 22.0%

28.9% 49.8% 21.3%

25.8% 57.0% 17.2%

42.9% 33.1% 23.9%

K

J

I

H

G

F

E

D

C

B

A

Increase Stay the same Decrease

ASAE: What’s Changed in the Past Year

A=Multi-day trade show/conference/convention

B=Education: 1 day or shorter

C=Education: > 1 day

D=Booth/exhibit sales

E=Online education

F=Other virtual programs/events

G=Publication sales

H=Sponsorships/funding specific activities

I=Individual/corporate unrestricted fundraising

J=Investment revenue

K=Advertising revenue

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14.7% 33.0% 52.3%

5.0% 16.0% 78.9%

11.8% 31.4% 56.8%

13.7% 24.0% 62.3%

12.3% 50.8% 36.9%

57.8% 37.4% 4.9%

60.8% 30.4% 8.8%

11.3% 34.2% 54.5%

8.7% 37.9% 53.4%

16.6% 46.8% 36.6%

6.2% 27.6% 66.2%

K

J

I

H

G

F

E

D

C

B

A

Increase Stay the same Decrease

Expected Changes in Upcoming Year

A=Multi-day trade show/conference/convention

B=Education: 1 day or shorter

C=Education: > 1 day

D=Booth/exhibit sales

E=Online education

F=Other virtual programs/events

G=Publication sales

H=Sponsorships/funding specific activities

I=Individual/corporate unrestricted fundraising

J=Investment revenue

K=Advertising revenue

Page 12: Membership & Marketing Conferencekwhorton.com/uploads/Live_From_Baltimore_It_s_The... · May 1, 2009, 8:15 a.m. ... Adjusted revenue projections significantly downward to reflect

No significant

change

27%

Increase

5%

Decrease

64%

Other

4%

Increase

11%

Stay same

24%

Decrease

65%

Anticipated Changes in Revenue

Anticipated change in

total revenue

compared to last year

Impact you think the current

economy will have on

membership revenue in

coming year

Results of ASAE

economic survey:

results to date

(N=903)

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18%13%

14%15%

18%16%

20%19%

24%19%

17%19%

43%27%

34%29%

26%34%

38%35%

43%36%

72%47%

57%56%

0% 20% 40% 60%

Restructuring member dues amounts for all members or any category of

member 

Emergency (unscheduled) board/exec committee meetings on

anticipated/real loss of revenue 

Reducing/curtailing products/services/activities included with

membership 

Laying off staff caused by loss of revenue 

Reducing/curtailing products/services/activities offered in addition to

member dues

Decrease in prices charged to members/others for product/services

Using reserves to address a revenue shortfall 

Volunteer travel budget cuts (cutting expenses that were previously paid) 

Modification of reserve investment strategy or policies 

Renegotiating meeting contracts 

Reducing the use of consultants or other outside vendors 

Reduced attendance at your largest meeting, program or event. 

Staff travel budget cuts 

Already Occurred

Expect, Upcoming Year

Expect to Occur in Year Due to Economy

Results of ASAE

economic

survey: results

to date (N=903)

Page 14: Membership & Marketing Conferencekwhorton.com/uploads/Live_From_Baltimore_It_s_The... · May 1, 2009, 8:15 a.m. ... Adjusted revenue projections significantly downward to reflect

#2: Generational Engagement

Some of what we are seeing today reflects

long-term, generational factors.

Or, “It’s Not Just the Economy, Stupid”

-Bill Clinton (paraphrased)

Page 15: Membership & Marketing Conferencekwhorton.com/uploads/Live_From_Baltimore_It_s_The... · May 1, 2009, 8:15 a.m. ... Adjusted revenue projections significantly downward to reflect

Generational Engagement

What are some key tips, challenges,

and best practices to consider for

engaging various generations of

members?

Page 16: Membership & Marketing Conferencekwhorton.com/uploads/Live_From_Baltimore_It_s_The... · May 1, 2009, 8:15 a.m. ... Adjusted revenue projections significantly downward to reflect

Generational Engagement

Generational Motivators “Volunteer Management: A New Way to Prosper,” Talisa Thomas-Hall, 2008

Baby Boomers (1940 to 1960)

o Clear Policies and Procedures

o Security and Stability

o Being Value added

o Connection

Generation X (1960 to 1980)

o Being a part of the process

o Independence

o Promotion

o Professional advancement

Millennial (1980 to 2000)

o Quick responses

o Idea generating activities

o Instant rewards

o Information and training

Page 17: Membership & Marketing Conferencekwhorton.com/uploads/Live_From_Baltimore_It_s_The... · May 1, 2009, 8:15 a.m. ... Adjusted revenue projections significantly downward to reflect

Generational Engagement

How does technology play a role in

engaging members from different

generations?

Page 18: Membership & Marketing Conferencekwhorton.com/uploads/Live_From_Baltimore_It_s_The... · May 1, 2009, 8:15 a.m. ... Adjusted revenue projections significantly downward to reflect

#3: Creative Marketing

on a Shoestring Budget

The GOOD News…

Members look to their associations

more in times of economic uncertainties.“Ten Tips for Membership Marketing in a Recession”

Erik Schonher, MGI

Page 19: Membership & Marketing Conferencekwhorton.com/uploads/Live_From_Baltimore_It_s_The... · May 1, 2009, 8:15 a.m. ... Adjusted revenue projections significantly downward to reflect

Creative Marketing

on a Shoestring Budget

What’s working out there?

What’s being done or what’s changed

to effectively boost acquisition

and retention?

Page 20: Membership & Marketing Conferencekwhorton.com/uploads/Live_From_Baltimore_It_s_The... · May 1, 2009, 8:15 a.m. ... Adjusted revenue projections significantly downward to reflect

Creative Marketing

on a Shoestring Budget

“Most Americans sort

their mail over the trash can…”“Creative Marketing on a Shoestring Budget”

Raylene H. Kershaw, Marketing General Inc.

Page 21: Membership & Marketing Conferencekwhorton.com/uploads/Live_From_Baltimore_It_s_The... · May 1, 2009, 8:15 a.m. ... Adjusted revenue projections significantly downward to reflect

Closing Marketing Tips,

Answers from the Experts

Page 22: Membership & Marketing Conferencekwhorton.com/uploads/Live_From_Baltimore_It_s_The... · May 1, 2009, 8:15 a.m. ... Adjusted revenue projections significantly downward to reflect

Credits…

Host:

Talisa Thomas-Hall

Alexandria Brown Bag Founder & Facilitator

Director of Membership and Affiliate Relations

National Association for College Admission Counseling

Phone: 703-299-6837

E-mail: [email protected]

Website: www.theCEOnet.com

Join the Alexandria Brown Bag LinkedIn Group

http://www.linkedin.com/groupRegistration?gid=1479397

Connecting Great Ideas and Great People

Page 23: Membership & Marketing Conferencekwhorton.com/uploads/Live_From_Baltimore_It_s_The... · May 1, 2009, 8:15 a.m. ... Adjusted revenue projections significantly downward to reflect

Star Panelists

Scott Oser, President, Scott Oser Associates, [email protected]

Erik Schonher, Vice President, Marketing General Inc.

[email protected]

www.MarketingGeneral.com

Kevin Whorton, Principal

Whorton Marketing & Research

[email protected]

www.kwhorton.com

Connecting Great Ideas and Great People

Page 24: Membership & Marketing Conferencekwhorton.com/uploads/Live_From_Baltimore_It_s_The... · May 1, 2009, 8:15 a.m. ... Adjusted revenue projections significantly downward to reflect

Special Guest Stars

Alexandria Brown Bag co-Facilitator:

Cheryl Rothbart, Sr. Director of Membership & AdministrationAmerican Society of Consultant Pharmacists

Announcer:

Ingrid Thomas, Marketing & Communications ManagerInternational & American Associations for Dental Research

Guest Contributor:Raylene H. Kershaw, Sr. Vice President & COOMarketing General Inc.

Thank You!

Connecting Great Ideas and Great People