Tips on How to Effectively Tackle Your To-do List as an Association Leader in 2023

By |2023-01-19T10:41:57-06:00January 19th, 2023|

It’s a New Year. New projects are in full swing. Association Board meeting energy is picking up momentum as Board members are settling into their roles. Inspiration flows, and you’re focused on your new tasks as an association leader.   Scheduling, attending meetings, event planning, research, and committee work [...]

The Importance of Association Policy Statements

By |2022-12-22T09:07:11-06:00December 22nd, 2022|

Policy statements are the guidelines for the association, they state appropriate standards of action and behaviour for all Board, committee, and staff members. Policy statements can be defined as a definite course of action adopted for expediency, facility, and efficiency. In short, policy statements detail how things are done [...]

How to Get Back Into the Swing of Things Post-Holidays 

By |2022-12-22T09:05:43-06:00December 13th, 2022|

As 2022 draws to a close, many of us are feeling excited to switch on our “Out of Office” message before going on a long-awaited holiday break. ‘Tis the season for reconnecting with family and friends, celebrating the year's achievements, and planning for the year ahead. It's also a [...]

The Role Continuum for Chief Staff Executive and Board of an Association

By |2022-12-09T07:54:44-06:00December 8th, 2022|

In previous articles, I have written about the CSAE CEO Symposium led by Glenn Tecker. I find some of the tools provided at this workshop to be so valuable I keep the workbook on my desk. One of my most referenced tools is the role continuum for the chief [...]

Embrace the Cloud: Using SharePoint with Association Boards

By |2022-11-17T13:03:26-06:00November 16th, 2022|

High-performing association board members are busy enough. Volunteer boards put trust into their association staff to maximize efficiencies and make the best use of their time, skills, and knowledge as an expert in their field. The second piece of the puzzle, and how these efficiencies come full circle, involves [...]

Should Your Association Conduct a Needs Assessment?

By |2022-11-10T09:52:57-06:00November 10th, 2022|

Within every association, there is a need to evaluate what is currently being achieved against what is desired to be achieved. The evaluation could be focused on individual performance, educational resources, and committee production, among endless other possibilities. There are several ways to determine what areas need to be [...]

How to Use Events to Grow Your Association’s Membership

By |2022-11-03T11:40:58-05:00November 3rd, 2022|

Event planning should always be done with membership recruitment top of mind. To attract potential members to your association's event, you need to plan it to have value for existing and potential new members. Here are three tips for planning an event that will help you to recruit new [...]

The Importance of Conflict of Interest Policies within an Association’s Board

By |2022-10-27T10:12:44-05:00October 27th, 2022|

Each Board member brings to the Board a special set of skills and life experiences. Volunteering is the lifeblood of not-for-profit associations, and attracting qualified leaders often attracts people that may have conflicts of interest or perceived conflicts of interest with the association they are involved with. So, how [...]

Understanding Your Association’s Budgets and Cashflow

By |2022-10-13T08:53:40-05:00October 13th, 2022|

Budgets and cashflow analysis are important management tools to allow an association to properly manage their performance, allowing them to plan and make informed decisions relating to planning, resource allocations and funding requirements. Preparing budgets and cashflow forecasts can give you a more realistic measure of where your association [...]

What Associations Can Learn from Regret

By |2022-10-05T09:15:16-05:00October 4th, 2022|

Your association board has been approached to make a statement about Equity, Diversity, and Inclusion (EDI/DEI). In feeling the pressure to do something, members of the board create a statement and post it on the association’s website. A group sees this post and starts posting negative comments on social [...]

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