association executive institute big 3 by teamtri
TRANSCRIPT
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Association Big 3:Board Leadership
Association StrategySuccess Trends
presented byRyan Underwood
@TeamTRI_CEO
TEAMTRI.COM
Joint Association Executive InstituteBeyond Borders
Vancouver, BC Canada
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The Association Big 3
•Board Leadership•Association Strategy•Success Trends
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Ryan [email protected]
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Goal:Change/Add 1 Thing
to the Way You Lead and Serve Your Association
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Sign Here
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Coach John Wooden
• How good can you be?
• Play to your potential.
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LEADERSHIP DEFINED• “Our understanding of how to
positively influence people and situations to create valueand growth.”From Personal Leadership Insight
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Speak in to Board (and staff) in terms of ways to:
• Grow Influence• Not reduce Influence• Create Value• Create Growth
Adjust Your Leader Language
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• Adapt from Super Leader• Adopt Builder of Super Leader Mindset• Personality Type Yourself, Board and
Staff—STUDY IT, Then USE IT• Humbly Immerse Yourself Leadership
[e.g. GiANT Worldwide]
Increasing YourLeadership Influence
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Here’s What You’ll Find…
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Best Fit Overview
Extrovert 19 Introvert 12
Energy: Prefer to direct and receive energy from external world of people, ideas, and activities
Energy: Prefer to direct energy and receive energy from internal world of thought, reflection, and ideas
Intuition 18 Sensing 13
Processing Information: Prefer to hear the big picture first, if they find it compelling they will work back toward the details
Processing Information: Prefer to take in and process information precise and exact manner
Thinker 13 Feeler 18
Decision Making: Prefer logical, rational, impersonal, truth-based decisions
Decision Making: Make decisions based on their own core values and the effect of decisions on relational harmony
Judging 29 Perceiving 2
Lifestyle: Prefer closure and a clear plan of action once a decision has been made
Lifestyle: Even after a decision has ben made they like to keep their options open for as long as possible
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TeamTRI’s Best Fit Leadership Styles | 5 Voices* OverviewAs of October 2014
ISTJVoice: Guardian
ISFJVoice: Nurturer
INFJVoice: Creative
INTJVoice: Pioneer
Rhonda Amy, Summer Kayla, Rosy, Dawne, Danielle
Curtis, Raul, Brian, Josh, Laura
ISTPVoice: Guardian
ISFPVoice: Nurturer
INFPVoice: Creative
INTPVoice: Creative
Ryan
ESTPVoice: Guardian
ESFPVoice: Nurturer
ENFPVoice: Connector
ENTPVoice: Pioneer
Zach
ESTJVoice: Guardian
ESFJVoice: Nurturer
ENFJVoice: Connector
ENTJVoice: Pioneer
Aanal, SeanKyle, Trent, Mike X, Becky,
Carrie, Brycen, Hayley, Michelle
Karissa, Sarah Brent, Mike K, Teresa, Anne Marie, Chris
*Undeveloped Natural Voice
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Then You Can Be The Super CEO
CEOChief Enthusiasm
Officer
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You’ll be the Leader Among
Leaders!
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Pause for the Cause
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Association Leadership takes
StrategicThinking / Acting
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Strategy is the #1 Job of the
Association Leader & Board
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Strategy
“If your senior leaders can’t tell you the organization’s top 3 priorities, you aren’t leading very well.”
Jeff Immelt, CEOGeneral Electric
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So, what is strategy
again?
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STRATEGY DEFINED• “The skillful, creative, and disciplined use
of an organization’s resources to achieve its objectives.” – Race to Relevance: 5 Strategies for Competitive Associations
• “Key member issues to be addressed.” – The Future of the Competitive Association
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If strategy is the #1 job of leaders, then
ensuring positive productive culture
is the first key strategic step
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Culture BarometerIf I came to visit your association board meeting,
how much “explaining” would you have to do to describe how your
Board acts?
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5 Key Strategy
Questions
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Where Have You Been?
What’s in Your Cargo Already?
What Gives You Lift?
Who is Navigating?
Where Are You Headed?
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Types of Strategic
Leadership
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Sunrise: America & Canada
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Sustain: Katrina
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Sustain: The Marshal Plan WWII
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Shift: Toyota
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Shift: Bombardier
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Shift: Walt Disney
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Sunset: Microsoft Office 2013 to 365
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Types of StrategySunriseSunset
Shift [Pivot]Sustain
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Fundamental Questions that
Leaders Need to Answer for their
Followers (…and Board Members need to answer for the Members)
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What are we doing?
Why are we doing it? What is
my role?
From Andy StanleyGiANT Leadercast 2013
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Board Leadership is the Cornerstone of Successful Strategy.
The heart of Successful Strategy is
Structure.
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QUICK! Who was the First President of the United States?
• Historical Note: 17 Founding Fathers could actually make a claim for this honor…
1781 1789
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Association Management 1787 RULELook at Your Structure Every 10 Years
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Structural Considerations
Policy vs Working BoardLarge vs Small Board
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Policy vs Working Board
POLICY WORKING
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Policy vs Working BoardPOLICY WORKING
Benefits:Decision Based
Quicker MeetingsEasier to Recruit
Wider InputsEmpowered Executive
Great Diversity
Benefits:Work Based
Shared & Quicker WorkLonger Meetings
Experience is the ReportEmpowered Volunteers
Consequence:More Data Collection Needed
Budgeting for StaffingRequires More Trust
Board’s Becomes “Judges”Failure to Reward/Reprimand
Consequence:Difficult to Recruit to Work HardBoard Member Follow Through
Awesome Board Members Collect PowerOpen for Role Confusion
Many “Executives”Less Diversity [Workers v Thinkers]
Board’s Don’t Judge Themselves Well
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Large vs Small BoardsLARGE
SMALL
“Never doubt that a small group of committed people can change the world. Indeed, it is the only
thing that ever has.” Margaret Mead
“Alone we can do so little. Together we can do so much.”
Helen Keller
“Never underestimate the power of stupid people in large
groups.”
“Too many Chiefs. Not enough Indians.”
Motivational Demotivational
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Large vs Small BoardsLARGE
SMALL
Benefits:Lots of Input & IdeasLeaders in Waiting
Easier to Find Specialized SkillsGreater Representation
Work is QuickerGreat Ability to Delegate
Quieter Leaders Feel SaferShared Responsibility
Benefits:Decisions are Quicker
More Nimble / Faster ResponseGreater Clarity & Cohesion
More InclusiveEasier to Administer
Stronger RelationshipsVisibility: Leaders Can’t Hide
Greater Accountability
Consequences:Cliques! Cliques! Cliques!
Harder to Organize & SynchronizeGreater Dictator Potential
MiscommunicationEasy to Get Lost
Harder to Meet PeopleEasy to Avoid Work
Challenging to Reach AgreementLoud Seem LOUDER
Less AccountableConsequences:
Less Knowledge to ShareLess Skills to Draw From
Can’t Hide as EasilyNot as Many to Share the Work
Work Harder Requires More Trust
Less Democracy
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Finding Your Board Mix
POLICY WORKING
LARGE
SMALL
CONGRESS/PARLIAMENT
SUPREME COURT
DEFENSE
EXECUTIVE / CABINET
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Tools for Looking at Structure
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134 BoardMembers
34 BoardMembers
131 BoardMembers
Study Other Associations in Your Industry
28 BoardMembers
Governance Task Force
is a good example of how you have
adapted to accommodate large board needs, ideas,
development
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Self-Assess Your Own Board
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Self-Assess Your Own Board
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Self-Assess Your Own Board
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Are You as an Association ExecutiveSharing What You’re Reading and
Where You’re Meeting?• CAE: Certified Association Executive• Society of Association Executives
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CLEARLY DEFINED ROLES•Authority•Accountability•Action
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Air Traffic Control = Order in the AirAdmiral’s Deck = Runs the Battle GroupCaptain’s Deck = Runs the ShipDeck = Runs the Launch/LandingPlanes = Specific Mission to Carry Out
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Clearly Defined Roles
• Board sets overall strategy and offers guidance• Management determines how to achieve• Board approves the strategy• Management carries out the strategy• Board authorizes the resources to enact it• Committees with Missions• Management designs the operations mix to
service member needs• Board monitors and measures
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Make Sure Your Decision Making Materiality Test is Clear
• General Rule“If it can wipe us out…it’s a policy decision.”
• Major Policy: Bylaws & Strategy [Staff Recommended with Board Approval:]
• Secondary Policy [Staff Led with Board Approval]• Major Procedure [Staff with Board Advisement]• SOP [Staff]
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Define Profitability Measures
“Profit is a measure of how well you do what you do”
• Can be:– Traditional: Revenue-Expense=Margin– Membership Recruitment and Retention– Attendance, Engagement & Participation– Knowledge Acquisition of Members– Advocacy Clout and Influence (Grassroots)– Satisfaction / Success of Members– Social Media/Digital Metrics
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Pause for the Cause
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Association Success Trends
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1. Board Leadership2. Association Strategy
3. Success Trends
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10,000 Reach Retirement Age Each Day…
…for the next 18 years.
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Data generated
EVERYminute
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Impact of Tech & Boomers• Cannot hide from either—it will impact your
business, your association, your community• New revenue streams besides dues/events• Build technology capacity/tap stakeholders
instead of just Board members• Innovation Agenda just like Legislative Agenda• Flip the Board Meeting or Agenda to look at
concentration and member need strategies
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Fast Growth Association Trends
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Fast Growth Associations“We can’t all do everything.”
• Two Thirds of Fast Growth Associations said concentration was important or very important to their success
• 95% of Fast Growth Associations had a formal strategic planning process in place compared to 63% of Slow Growth Associations
• Fast Growth Set Strategy 3 Years or More
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Fast Growth Associations“Size Matters”
• Faster-Growing Associations Had Smaller Boards (Target 15-25)
• If you’re Board has more members than the State Senate, take a look at your size and structure.
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Fast Growth Associations“Meeting on Purpose”
• 80% of Fast Growth Associations vs. 59% of Slow Growth Associations met 3 times a year to specifically generate or approve strategic ideas
• This is separate from regular governance meetings
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Fast Growth Associations“The Urgency of Now”
• Fast Growth Associations built into their bylaws short board terms (2-3 years)
• Consider no more than 2 consecutive terms before a mandatory break is necessary. Work to condense meeting time.
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5 Ailments of Slow Growth Association
1. SLOW Decision-Making2. Programs that advance few, but not many
(especially those members of influence)3. Management paralysis from vague roles4. Obliviousness to organizational performance
(including Boards collective/individual performance)
5. Tolerating Poor Results
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5 Signs of Fast Growth Association Awesomeness
1. Board members with collective purpose (on fire to guide association and industry success)
2. Crisp decision-making (guides to decide)3. Sharply defined authority (board involved in
fewer issues, but more deeply engaged)4. Board composition (wider range of members
and outside experts) 5. Concrete measures of performance
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Pause for the Cause
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Association Big 3:Board Leadership
Association StrategySuccess Trends
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