Print Page   |   Contact Us   |   Sign In
Blog Home All Blogs
In an effort to continue to be the vehicle for sharing best practices, creating a dialogue and advancing our profession, ISAE will continue to welcome valuable content pertinent to the association profession. We are in need of quality content to share with hundreds of industry professionals.


Search all posts for:   


Top tags: meeting planners  meetings  association  events  marketing  Leadership  isae  meeting tips  social media  .orgSource  Education  google  succession planning  technology  afforadable  Alignment  ASAE  best practices  black friday  browser  CAE  communicate  community  consistent  content  convention  conventions  Core Values  culture  definition 

Let the Light in—Creating an Organizational Culture Around Passion and Partnership

Posted By Sherry Budziak, CEO and Founder of .orgSource, Thursday, March 14, 2019

A picture containing tree, outdoor, grass, person Description automatically generated


Closed office doors, break room gossip and a CEO who gives Tony Soprano a run for the money—culture gone wrong is easy to spot. Where work moves forward and employees treat each other civilly, culture may be the caboose on a long train of priorities. Hiding somewhere in the cloud’s dark recesses is a values statement, but no one has actually read it.

Culture may be invisible, but it should never be illusive. That’s why I was excited to have Nancy MacRae, CEO of the Emergency Nurses Association, as a speaker at the Innovation Summit, .orgCommunity’s recent signature event. Nancy has made the deliberate choice to put culture front and center at ENA. This is not an easy proposition, especially for an association with 100 plus employees, two offices and 43,000 members. Giving more than lip service to values like integrity, compassion, life-long learning and excellence starts at the top and requires a conscientious effort at every level of the organization.  

A group of people standing around each other Description automatically generated


Why is it important to dedicate precious resources and time to activities that don’t generate revenue or directly benefit members? As a consultant, I’m hired to work on projects that are highly visible. Where culture is left to invent itself, a witch’s brew of insidious problems can create roadblocks and even sabotage critical initiatives. Employees who feud like the Hatfields and McCoys, departments as isolated as walled cities and teams who couldn’t win the sack race at a grade school field day are a project manager’s nightmare. So yes, culture can make or break the bottom line. If you think it’s not a game changer, consider this:

  • Culture reflects people  

  • People create the brand

  • Can you have a quality brand without people who are eager and motivated to deliver top performance?




A picture containing person, indoor, wall, table Description automatically generated


Bring Values to Life

Culture was at the heart of Nancy’s decision to take the helm at ENA. She was impressed by the membership’s passion and energy and the board’s desire to grow those qualities along with the organization. ENA’s leaders were looking for a partner who would work with them, and Nancy was ready to make the commitment. Partnership and collaboration are integral to her leadership style. She builds staff teams around those values. “Everyone at ENA has a piece in our success. Nothing is just one person’s responsibility,” she says. “We rally people around the goals.”  

To bring their values to life, the ENA team sought outside guidance. Workforce technology and analytics consultants helped them to identify key cultural markers. These were used as a baseline to discover patterns for growth and develop strategies for improvement. It was not a surprise that passion was one of the strongest traits. Working in teams is a way of life in the nursing community. ENA’s vibrant culture reflects this tight-knit camaraderie and the commitment that emergency nurses feel to their patients and their profession.    

For Nancy and her team, it was affirming to see the quality that drives their organization ranked so highly in the analytics. Continuous testing of their cultural markers demonstrates that the enthusiasm is still growing. The organization takes pride in this strong connection between ENA’s founding values and the present.


Two people sitting at a table using a computer Description automatically generated


Build a Strategy for Change

 In keeping with the themes of partnership and collaboration, Nancy wanted the entire staff to participate in building ENA’s cultural identity. She organized a broad-based team to analyze the data and discuss its impact. They broke the results down into “sprints,” focusing on one specific area like enhancing communication, for limited periods of time. Small groups did their research, analyzed the results to determine what could be improved, and shared the findings throughout the organization. Culture saturates everything the ENA employees do, from meeting agendas to team goals. Employees intentionally search for ways to keep it top of mind.

If your association has yet to put culture first. Take some inspiration from expert Ann Rhoades, president of People Ink, and consider the ideas below:

  • Evaluate your mission, vision and values statements against reality to ensure that what you are reflects who you want to be.

  • Identify the qualities that your organization values and incorporate them into hiring criteria, interviews and job descriptions.

  • Model, reward and recognize values-based performance.

  • Create incentives for openness, partnership and collaboration and discourage cliques and divisive behavior.

  • Communicate goals broadly to give every employee, from the most junior coordinator to the leadership team, a stake in the organization’s success.



Make Culture Visible

ENA’s August 2018 move to a renovated facility was an opportunity to give the association’s values visual representation. The new office, with its spacious, open concept design, invites innovation and teamwork. Walking in the door, you are surrounded by visuals that make ENA’s heritage and mission exciting and tangible. A 20-foot display showcases significant events on the organization’s timeline. Another wall celebrates ENA’s founders and over 200 photographs of members in action remind employees and visitors of the critical role emergency nurses and their association play in society.

The floorplan is configured to facilitate collaboration. Another goal is to acknowledge diverse work styles and needs. There are 26 different meeting rooms and open areas that can be used in a variety of ways. Whiteboards invite brainstorming and innovation. Private spaces are juxtaposed with seating areas that look more like a hotel lobby than an office. Employees who need quiet time can use individual work pods complete with state-of-the-art technology. There’s even a treadmill workstation in case you’re too busy to make it to the gym.

A staff café featuring natural wood, warm lighting and contemporary fixtures puts the idea of eating ramen at your desk into the realm of the ridiculous; especially when you could choose to sit in a landscaped patio complete with firepit.

Of all these amenities and creature comforts, the most striking element is the light. ENA’s old home was dark and cramped. A haphazard design made it difficult to locate people and encouraged isolation. This bright, spacious office is a metaphor for ENA’s positive approach to its culture, vision and values. Members and staff who spend time here not only feel the passion that ENA inspires, they see it all around them.  


Learn from more inspirational leaders like Nancy at .orgCommunity’s Solutions Day on September 19. Register here.

This post has not been tagged.

Share |
PermalinkComments (0)

Build a Journey to Yes Using Marketing Automation

Posted By Sherry Budziak, CEO and Founder of .orgSource, Tuesday, February 26, 2019

Technology creates paradoxes that are as upside down as Alice’s adventures in Wonderland. Aimee Pagano’s recent 30 on Thursday webinar, Survival Kit for Building Your Buyer’s Journey, brought this message home. Machines are giving us the ability to understand and communicate with members more personally than ever before.

If you seek to deeply engage constituents (And, who doesn’t?), marketing automation software offers tools to lift those relationships to a new level. Aimee, who is senior digital marketing advisor at HighRoad Solution, gave an insightful overview on building successful member journeys. Automation is the genie that creates this trajectory, allowing you to deliver the perfect message with impeccable timing. Even if automation isn’t on your agenda yet, you can use Aimee’s advice to make campaign messaging razor sharp.

Set Strategy

Crafting a successful campaign, using automation, is a bit like being a travel agent and planning the perfect vacation for a new client. You start with broad assumptions. As your customer reacts to options, you are able to offer increasingly attractive choices. Each new interaction brings you closer to a sale -- the next logical step in your relationship.

At the wide end of this funnel, your decisions will determine the overall campaign strategy. The goal might seem obvious. You want to grow the love—right? But it’s important to be specific. What are your current revenue and sales priorities? Do you need to:

  • Recruit new members to broaden your base

  • Retain current members and demonstrate value

  • Upsell a special conference or new product

  • Advocate for a position or change in your industry

Of course, you want to do it all. Why not wrap several of these activities in one package? Returning to the travel agent analogy—that’s like offering the Antarctic cruise, an African safari and a weekend in Paris in the same presentation. You risk confusion and your messaging  may even be perceived negatively. Aimee recommends identifying a single goal and developing content specifically for that audience. Your tone and approach will vary depending on whether you are talking to seasoned members, new members, prospects or customers.


A picture containing text Description automatically generated



Map the Journey

Aimee identifies four components of every member journey.


Develop Personas

Who are your ideal members? Personas are the path to discovering those people. The goal is to create a character sketch of typical member types. Aimee compares this process to getting to know someone over a cup of coffee. You learn what makes them a good fit for your organization and how to engage their interest by exploring attributes such as:


  • Demographics—Segmenting by age, location, socio-economic information

  • Soft Skills—Considering personality traits, workstyles, etc.

  • Goals—Learning what they seek to accomplish

  • Obstacles—Understanding what could prevent them from joining your organization

  • Opportunities—Discovering where you can engage their interest

  • Challenges—Identifying the problems they seek to solve

If you don’t have all day to spend chatting at Starbucks, there are tools to help you achieve this level of awareness about your constituents. Aimee suggests starting with an empathetic approach. Walk in your members’ shoes. Shadow a member on the job for a day. Be an active listener who pays attention to comments and complaints.

You can strengthen anecdotal information with research such as member needs surveys, white papers and case studies. Mine the invaluable data in your association management system. And, if you have the opportunity to conduct focus groups and one-on-one conversations, seize it. Don’t forget social media. LinkedIn pages can reveal interests and affiliations.

Hiring a consultant to help you create these profiles is another strategy. Aimee points out that staff may come to this exercise with opinions that are based on the members they interact with most frequently. An objective observer can help you avoid bias.




Create a Persona MatrixA close up of a logo Description automatically generated


You may discover that your organization has several personas. Enthusiastic Millennials seeking hands-on experiences, busy mid-career moms and dads with little time to spare and seasoned professionals nearing retirement may all be represented. How each of these audiences consumes content is another defining characteristic. Aimee advises that if this is the first buyer journey you’ve mapped, you may be more successful focusing on one persona. You could narrow your choices by looking at where your organization’s programming and content resources will generate the most revenue and engagement.

Develop Themes

Personas are the characters in your association’s story. Use the attributes you’ve identified to craft themes and narratives that are compelling for them. Aimee provided this example based on her profile as a professional marketer:

Attribute Topic

Soft Skills: visionary Top Trends in Digital Marketing

Goal: Honing expertise, staying current Digital Tricks and Tools

Opportunity: visibility with associations Listing of Upcoming Local Events

Challenge: Managing change aversion Change Management with Associations

Distribute Assets

Just as you target content to your persona’s attributes, the resources you offer should match the stage you’ve reached in your relationship. Aimee likens this process to dating.

  • Awareness

This is the gateway to future interactions. You’ll offer helpful resources such as blogs, reports, eBooks or webinars. In exchange, you’ll ask for information that will allow the two of you to get to know each other better. Response forms should request data that will trigger your ability to provide increasingly relevant content. Questions could concern demographics, socio/economic information or professional interests.

  • Consideration—Now you can create even more meaningful interactions using member specific content such as white papers, case studies, quizzes and videos. You might also be able to identify people who aren’t a good fit for this campaign and trim them from the list.

  • Decision—You’re ready to pop the question. Offering coupons, discount codes or free services, can help you get to yes.

Prepare to Launch

With the important questions answered, you’re set to put your software to the test.


Following are the steps that bring it all together:

  • Foundational—create forms and emails, develop criteria for campaign tracking and lead qualification

  • Lead Magnet—create enticing content to capture leads, identify distribution channels and drop lead magnet content

  • Workflow—upload other assets, make workflows active and test (more than once).

Identify What Spells Success

In a traditional campaign, you might rely on the number of clicks, opens and conversions to analyze results. Marketing automation provides a richer and more detailed picture at any point in time. From leads to engagement and conversations, you can, and should, track all your interactions with your audience across multiple channels. Email, social media, web and even paid advertising can be consolidated and reported on from one platform.

Building a successful campaign is a complex process. If you’re a seasoned marketer you’ve undoubtedly had experience managing the many steps without marketing automation. But it’s worthwhile to consider how much more power, insight and efficiency you could gain from a technological assist.      

Don’t miss .orgCommunity’s next 30 on Thursday webinar on March 14, Using Data for Action, Not Just Insight.

Learn from more great speakers like Aimee at .orgCommunity’s signature event the Leading Innovation Summit on February 28.

Contact Aimee at:


This post has not been tagged.

Share |
PermalinkComments (0)

Solutions Day Speakers Chart Paths to Success in Uncertain Times

Posted By Administration, Thursday, January 31, 2019


Presenters who illuminated the future. Industry partners who are inventing tomorrow.

And, the best and brightest colleagues in the association community—that was Solutions Day.

.orgCommunity’s year is book-ended by two signature events. The wrap party for Solutions Day is over. But before we roll up our sleeves for the Innovation Summit (February 28, 2019), we’re taking a moment to recap the exhilaration of a great learning experience.

When I needed help with the Solutions Day launch video, I turned to the techie I can always count on to get me up-to-speed in a hurry—my twelve-year-old. Watching my kids dive fearlessly into the deep end of technology is always an inspiration. Their enthusiasm is one of my big motivators. It challenges me to think differently about association management and keeps me eager to investigate new ideas that can revolutionize our industry. .orgSource has been helping associations through our consulting work for over a decade. About four years ago we realized that we could have a greater impact. That idea was the seed that grew .orgCommunity, Solutions Day and now .orgCompanies.

Being a nonprofit executive was one of my early ambitions. What I didn’t know was that along the way I would also become an entrepreneur. This didn’t happen because I founded a company. The company was the result of seeing myself in a new perspective. I started searching for opportunities, believing in my ability to create change and discovering that making a difference is an addictive experience. Anyone can develop this entrepreneurial mindset. We all have the capacity to dream big, be curious and solve problems. This is what drives .orgCommunity, and it is the spirit of Solutions Day.

Innovation Awards

A highlight of the event was recognizing the special people and teams for whom entrepreneurship means doing business as usual. If anyone thinks that associations aren’t amazing, the Innovation Awards are proof that creativity is thriving in our community. This was a tough contest. Winners had to introduce a product or service that advances a cause, grows revenue, boosts engagement, increases efficiency and decreases costs. The following companies met that high bar:

  • The American Association of Diabetes Educators for the DANA website—the online destination for all things related to diabetes technology

  • The American Society of Anesthesiologists for Anesthesia SimStat—high-fidelity simulation education in a 3D virtual online environment.

  • Foundation for Anesthesia Education and Research for Swimming with the Sharks: How Anesthesiologist Inventors Can Move Their Ideas Forward—a session, modeled on the TV show Shark Tank, designed to help entrepreneurs gain support from venture capitalists

  • Ohio Credit Union League for an online review site

Outstanding Nonprofit Leaders Awards

Our goal for Solutions Day is to inspire association executives to work with creativity and passion. We don’t just want to offer what’s best practice today, we want to showcase the strategies and tools that you’ll need for tomorrow. If you asked me to name the thing that’s added the most value to my professional life, I would point to my many colleagues and friends. I have a network that includes mentors I can call on for guidance, experts to inform me on a myriad of topics and advisors to talk me through challenging problems. You can’t put a price on that amazing resource. The three outstanding executives who were recognized for the leadership awards exemplify our brand of collegiality and expertise. It was a pleasure to honor:


  • Rupa Brosseau, Director, Foundation for Anesthesia Research

  • Stephanie Mercado, CAE, CEO and Executive Director, National Association for Healthcare Quality

  • Robert Vitas, PhD, CFRE, CAE, Executive Director, American Academy of Periodontology Foundation

Celebrating Associations Award

We also presented the Celebrating Associations Award to the Foundation for Anesthesia Education and Research for its philanthropic impact.

This year’s speakers addressed many of the issues that Kevin and I highlight in our new book, Association 4.0--Positioning for Success in an Era of Disruption. Tom Morrison, CEO at the Metal Treating Institute kicked the day off with his presentation Unending Uncertainty--Seizing Opportunity in a World of the Unexpected. Tom reminded us that members support an association’s mission, but they buy its value. He provided great advice for building the concrete benefits that drive member engagement. He cautioned that it’s difficult to plan for an unpredictable future. Success requires a proactive strategy. Leaders must Identify where they want to go, and set the course to get there.  

Tracy King, Founder and Chief Learning Strategist at InspirED, is reinventing how associations think about and deliver continuing education. She described disruptions that are already changing the industry. Instead of letting these roadblocks turn your programs upside down, Tracy advised on how to navigate change and thrive.

Thad Lurie, Vice President Business Intelligence and Performance at Experient, capped off the event with a fascinating discussion on the practical and psychological impact of big data. He talked about building context behind the numbers and using the facts to sell new products or initiatives to naysayers.

This is a snapshot of a very full program. I’m going to use future posts to get to the meat of the important messages we heard. The leaders who will be successful in uncertain times are those who can integrate strategies for dealing with risk and change into their culture. Whether you head the organization or play on one of its teams, I hope that you found the inspiration at Solutions Day to discover a new vision for your work and your association. .orgCommunity’s goal is to motivate you to reinvent your reality, blaze a different trail, create something that didn’t exist before, and to make the leap to Association 4.0.

This post has not been tagged.

Share |
PermalinkComments (0)

“The Beach Was too Sandy”—Happy Members Are a Nonnegotiable

Posted By Sherry Budziak, CEO and Founder of .orgSource, Tuesday, January 29, 2019
Updated: Thursday, February 8, 2018

I’ve been thinking, writing and talking a lot about Association 4.0. That’s how I describe best practices in a game-changing time for the association community and across the business world. Technology is driving the most visible disruption. So, it’s easy to forget that the new online community or e-learning platform you just launched is not going to make or break your success. But the members who use those systems will.

Dr. Karen Bartuch’s recent presentation at .orgCommunity’s Solutions Day event, Making the Unreasonable Happen: The Art of Customer Service in a 24-Hour World, was a great reminder of the need to put our members first. No matter how we expand membership models or revamp publications, our customers need to be top of mind. Bartuch is director of strategy and research at Sandstorm Design. She is an evidence-based creator, innovator and marketer with 17 years of experience in the public and private sector. As a former academic, Dr. Bartuch’s Ph.D. dissertation analyzed scientific concepts underlying successful strategies for marketing, growth, sales and innovation. Statistics are this researcher’s chocolate, and she shared some interesting numbers with the group.

Give Great Experience

“The beach was too sandy”— comments like that gem, posted on Travelocity, should roll off a customer service professional’s back. The need to keep members smiling is eternal. But, not much else in the realm of satisfying our constituents remains the same as it was even several years ago.

Electronics have brought companies closer to consumers than at any other time in history. The good news is that this new coziness means we can be amazing and dazzle with on-demand service at a highly customized level. The challenge is meeting those lofty expectations. Once the unhappy sunbather, surrounded by too much sand posted her review, it was already too late. Bartuch reports that you can expect that picky vacationer to tell nine other people about the unpleasantly gritty conditions.

Customer service is typically perceived as a one-time, reactive event—especially in the association world. Organizations need to expand their focus to encompass customer experience. Being mindful of how a member is treated when they have a question or a problem, isn’t enough. Members are judging you based on their overall assessment of the organization and its orientation to their well-being. Research, Bartuch notes, demonstrates that two-thirds of a company’s success in the market is based on the experience that it provides to customers. Members seek fulfillment across these five dimensions:

  • Tangibles—everything that can be touched and felt, from the office space to marketing materials and the website

  • Reliability—dependability and accuracy at providing service

  • Responsiveness—willingness to deliver promptly on requests   

  • Assurance—the knowledge and courtesy of employees and their ability to inspire trust

  • Empathy—caring individualized attention

Strive to Delight

Bartuch cautions that a satisfactory rating on this spectrum is not good enough. To improve member retention and hone competitive advantage associations must strive to delight. Eighty-six percent of consumers say that they would be willing to pay for better service, but only 1 percent feel that vendors meet their expectations. Here is a comforting statistic, if you can convince Ms. Sunshine that you’re willing to do what it takes to keep the sand at bay, she is likely to tell five other people about the great service and will probably become a loyal return customer to your beach.

Bartuch highlights the following trending strategies as paths to feeling the member love:


Online chat is an easy, quick and unobtrusive way to share information and resolve problems. It has the advantage of being low-key and conversational yet efficient. Customer satisfaction ratings rank chat as the preferred method of support. Millennials are especially comfortable with this type of interaction. Better still, chat offers an opportunity to drive sales. Statistics indicate that 6.5 percent of customers who interact on chat go on to make a purchase. That’s higher than the typical conversion rate of 3 percent. While artificial intelligence is getting plenty of hype, Bartuch cautions that the human touch is important here. She notes that Gartner, one of the world’s leading research and advisory companies, predicts that by 2020, 85 percent of customer-brand relationships will be managed without human interaction. That is probably an optimistic outlook for associations. The AI options that are available to smaller organizations aren’t smart enough yet to respond appropriately to complex questions. For associations that would like to experiment with chat, she suggests operating with live agents for limited hours.

Social media

Social media is an opportunity for members to engage with you on different service levels. Sixty-three percent of customers expect support on social media, and 35 percent prefer social options over other platforms. If you’re not providing this support, Facebook is a good way to jump in. It’s a perfect platform for responding with a personal touch to comments and suggestions. You can address technical or account related questions, complaints from dissatisfied users, urgent service or product requests and potentially challenging public relations issues.


Most people want to DIY before resorting to a phone call. Google, the self-help genie, can provide your members with the answers they are looking for. In order to work that magic, your site should be stocked with plenty of “How To” articles, robust content and video, and all resources should be optimized for quick searchability.


You can’t serve your customers without understanding them. If you don’t already have a data strategy in place, commit to developing a plan today. Use any and all the tools of the trade—qualitative methods such as interviews and focus groups and quantitative paths such as surveys, observation and data that you mine from your AMS. The point is that you should be collecting and analyzing with a goal of improved service and decisions. Gathering the right data also helps with continuous quality improvement.

Gartner also predicts that by 2020, 40 percent of all data analytics projects will relate to some aspect of customer experience. Bartuch believes this prediction is on the money. So, keep your eye on that sunbather and make sure that the sand is exactly as white and smooth as she wants it to be.

See the video of Dr. Bartuch's presentation here.

To hear more great speakers like Dr. Karen Bartuch, attend .orgCommunity’s Innovation Summit, Thursday, February 28, 2019 at The Rose Hotel, a contemporary new addition to the Rosemont, IL hospitality scene. Learn more about the Innovation Summit here.

This post has not been tagged.

Share |
PermalinkComments (0)

Dana's Meeting Minutes: Three Tips and One Awesome Idea for Innovative Planners

Posted By Dana Saal, CMP, CAE, Saal Meeting Consulting, Friday, March 9, 2018

Finding harmony in the throes of meeting planning

Dana’s Meeting Minutes is based on the Meeting Planner’s Triangle.

Meeting/event planning is ranked fifth in a list of ten Most Stressful Jobs of 2017. Dana’s Meeting Minutes is focusing on the one who manages the meetings—you.

Harmony as meeting planners is difficult to achieve, especially when we are in a state of sustained stress or live in a cycle of high stress/lull/high stress/lull.

To find harmony, look at yourself as a panorama to see where you’re out of balance. The Wheel of Life, which has existed in numerous forms for thousands of years, is a tool that can help you identify where you could make modifications when life is out of balance. Check out the links below for details.



Tip #1

A harmonious you = a better planner
• If nothing else, look at a Wheel of Life chart and consider where you may be out of balance.
• Take more time to compete a Wheel of Life exercise. (See resources, below.)

Tip #2
Upgrade by inviting another planner(s) to do it with you
• This fulfills our goals to evolve, share, and collaborate
• No need to reveal personal information; simply share the journey
• Challenge each other to restore balance one area at a time

Tip #3
Increase the value of your meeting for each person
• Incorporate the Wheel of Life concept in your meeting so participants can enjoy personal growth
• This could be a short breakout session or a pre/post-meeting add-on that leads participants on a deep dive
• If neither is possible, add things that reflect the Wheel of Life—contribution = CSR event; recreation = easy group play or exercise; health = eliminate processed foods from all menus; etc.

Apply the Wheel of Life concept to your event
Consider evaluating your meetings based on a Wheel of Life for meetings. We plan meetings so people, associations, and industries can become more valuable. After evaluating each area take a panoramic view of the meeting to determine its value as a whole.

This is my adaptation of the Wheel of Life based on my Meeting Planning Triangle. Consider it the Meeting Wheel of Life; a way to evaluate meeting harmony.



How Are You Faring In Your Life Now? The Life Wheel, by Celestine Chua, Conscious Living
Wheel of Life by ToolsHero

How the Wheel of Life Can Help Find Balance by William Anderson


Information disclaimer: WANT MORE? references do not imply an endorsement for any company, product, or service.

Dana L. Saal, CMP, CAE, planned meetings for associations for more than 30 years. She now partners with associations to think creatively, differently, and boldly about their meetings and boards of directors. If you think a bit of coaching could improve your meeting, send a message via her website.

 Attached Thumbnails:

 Attached Files:
LifeWheel.tif (53.53 KB)

This post has not been tagged.

Share |
PermalinkComments (0)

Dana's Meeting Minutes: Three Tips and One Awesome Idea for Innovative Planners

Posted By Dana Saal, CMP, CAE, Saal Meeting Consulting, Friday, February 9, 2018
Updated: Thursday, February 8, 2018

An upgrade that’s better than the Club King

Last year I introduced Dana’s Meeting Minutes, sharing Three Tips and One Awesome Idea for Innovative Planners to make your job easier, impress your stakeholders, and/or make your participants say, “I love that!”

Prompted by CareerCast’s ranking event planning #5 in its Most Stressful Jobs of 2017 list, this year’s Meeting Minutes will focus on the one who manages the meetings—you.

A recent experience reminded me how stressful meeting planning is. Out of love for a friend, I helped plan an awards gala. I got into the logistics which I haven’t done for a couple of years. In the throes of it I whined, “this is why I quit planning!” At the end, I realized that for the 30 years prior I must have been in a state of suspended stress, endlessly on high alert while juggling balls, planning how to juggle the balls, or assessing how the balls were juggled.

I still love meeting planning and am grateful for falling into a profession (at age 24!) that fits me like a glove. I have had a charmed career and I want to share what I can to ensure planners love their jobs, without burning out. (Been there, done that.)

Each month I will explore ways that you, and therefore your meetings, are continuously improving; that you’re upgrading, aiming for the Presidential Suite! My One Awesome Idea will be a challenge for you to work on until the next blog.

By the way, based on my original Meeting Planning Triangle, I devised the Meeting Planner’s Triangle, you may find helpful and which I will base my content on. I invite your input about this topic, especially if you have suggestions for improvement.

THREE TIPS (to start you thinking)

Tip #1

How are you…

·         Are you well?

·         Are you enthusiastic?

·         Do you have support?

Tip #2

Are you upgrading…

·         How are you evolving?

·         How are you sharing?

·         How are you collaborating?

Tip #3

Are your meetings…

·         Valuable?

·         Engaging?

·         Compelling?



Rest may seem a waste of time, but it’s proven to play a critical role in brain health, including allowing you to absorb what you’ve just learned, as well as sustain creative thinking.

Rest can be anything from pushing back from your desk for a few moments or taking a long walk. The point is to simply stop.

Challenge: Plan ways to incorporate rest into each day.


Most Stressful Jobs of 2017 by CareerCast.

Deliberate Rest: A blog about getting more done by working less by Alex Soojung-Kim Pang, author of the book, Rest: Why You Get More Done When You Work Less

A review of Rest—Arianna Huffington on a Book About Working Less, Resting More from The New York Times Book Review.



Dana L. Saal, CMP, CAE, planned meetings for associations for more than 30 years. She now partners with associations to think creatively, differently, and boldly about their meetings and boards of directors. If you think a bit of coaching could improve your meeting, send a message via her website.


This post has not been tagged.

Share |
PermalinkComments (0)

Strategy + Innovation - Watchwords for 2018

Posted By Sherry Budziak, CEO and Founder of .orgSource, Friday, January 12, 2018
Updated: Monday, January 8, 2018

As we start the new year, we all are inundated by predictions for the future. At .orgSource, we all have been thinking a lot about the future. Later this year we will be publishing a book on "Association 4.0." Many of you may have heard Kevin and I speak about disruptors looming on the horizon and how associations will need to undertake some fundamental changes. For 2018, we think there are two words that should define the focus of associations: strategy and innovation. 


We are not suggesting dusting off your strategic plan or engaging in the same old periodic planning retreat processes so common among associations. Instead, we are suggesting ongoing, mindful strategic thinking throughout the organization. Organizations need to be asking questions such as: why do we exist; who do we serve; what’s important; how can we best deliver what’s important; what should we be investing in; with whom do we partner; what are the risks we face; how do we ameliorate those risks—and are we really adding value? 

For each of those questions, there is a response for today—the current situation—and for tomorrow—an unknowable future. And since the future is unknowable, the best we can do is anticipate a variety of scenarios and invest in the building blocks—the people, structures, processes, and systems—to increase our flexibility and odds of success across a range of future possibilities. 


This leads to our second watchword for 2018: innovation. We have all heard of organizations that pride themselves on never being first, instead focusing on efficiently copying the leader. But how far behind can you avoid lagging? Given the speed of change and the rapid disseminating of new ideas and technologies, those who wait too long will never catch up. As a result, there needs to be a greater focus on innovations—and an associated willingness to take risks. 

A core focus of many associations is the delivery of educational content. Many are still relying on tried and true models such as the annual meeting or the PowerPoint-driven webinar (usually with zero or very limited interactivity). In the face of an exploding number of options and delivery modalities, how long can we expect to succeed without embracing radical innovation?  

For example, I was recently reading about Michigan State University’s use of robots in online instruction. To engage the robot from home, learners download free software onto their computer. The robots are stationed around a class setting. Each robot has a mounted video screen controlled by the remote user that lets the student pan around the room to see and talk with the instructor and fellow students participating in-person. According to Christine Greenhow, associate professor at Michigan State University, “Students participating with the robots felt much more engaged and interactive with the instructor and their classmates." This is just one example of how technology will be changing learning environments.  

We may not be investing in robot systems soon, but the MSU example serves as one reminder that we can never lose sight of the need to innovate. 

So, as we enter 2018, we wish all our association friends a successful year based on strategy and innovation. We are committed to our own efforts at strategy and innovation, as well as to helping our clients position themselves for a challenging and exciting future. 

This post has not been tagged.

Share |
PermalinkComments (0)

New Member Engagement Study

Posted By Destiny Nance-Evans, Wednesday, January 10, 2018

Would you like to raise your new member renewal rate by 9.7% and improve member engagement? Learn how with the New Member Engagement Study, a collaborative research project done by Dynamic Benchmarking and Kaiser Insights LLC. And we are proud to be research partners supporting this important industry study.

Find the report at

This post has not been tagged.

Share |
PermalinkComments (0)

Dana's Meeting Minutes: Three Tips and One Awesome Idea for Innovative Planners

Posted By Dana Saal, CMP, CAE, Saal Meeting Consulting, Friday, December 29, 2017
Updated: Tuesday, December 19, 2017

You cannot pour from an empty cup

Dana’s Meeting Minutes is based on the Meeting Planning Triangle©. Click here for a link.

Who takes care of you? How do you keep your cup full? This was a focus at SPINCon 2017* earlier this month. Dubbed “a senior-level meeting of the minds,” the goal was to practice self-care for two days. (We did; it was fabulous!) Contemplate these tips as we start a new year.


Tip #1

Stay connected with a community of planners

·         Make the time to regularly connect with planners who support each other—without having to explain what BEO means.

·         Connect mindfully. CareerCast lists meeting planning as the fifth Most Stressful Jobs of 2017. (see list below)

·         Lean on others and let them lean on you. Do you have a community to turn to when you can’t make an event happen because of an unexpected circumstance?

Tip #2

Have fun

·         This can be so difficult, especially if don’t have a lot of interaction with non-stressed people. (see below for a few laughs)

·         We have fun at conventions. How can you/we find that fun in between official gatherings?

Tip #3

Keep learning

·         Staying current will give you energy, ideas, and motivation.

·         Make learning easy. My go-to are industry journals and seminars. I also learn a lot at conventions. If webinars are your thing, you’ll find plenty.

·         Become a Certified Meeting Professional. You will learn a lot by studying to take the exam.

*SPINCon is sponsored by the Senior Professionals Industry Network (SPIN) which supports planners with ten or more years of experience. Full disclosure: I volunteered for the Program Committee, primarily because I love this group and love this event.


Plan a self-care routine for 2018

You’re a planner; it should be easy. Ha! Well, maybe not, but it’s essential. Your family will be grateful. Your colleagues will be grateful. You will be grateful…and happier.

Consider some of my go-to self-care practices.

·         Meditation. It really works. Really. Check out Fragrant Heart, a website that offers instruction and guided meditation (very helpful).

·         Yoga. The Yoga Alliance lists many benefits of practicing yoga; the #1 is stress relief.

·         The right diet. Whole30 is a short-term nutrition reset. It’s not a weight-loss diet. It is designed to identify food groups that have a negative impact on your life. They call it life-changing, and it is. I would have never known that rice was upsetting me internally and sugar was upsetting me emotionally. What a change I’ve experienced since then!


Indulge in some YouTube time:

Sh*t Meeting Planners Say by

What Event Planners Say vs. What Event Planners Mean by MorEventsDenver

Carry ‘Round a Binder, Son by The Water Coolers at MPI (SO funny!)

“Meeting Pro” by the Water Coolers at MPI

CareerCast Most Stressful Jobs of 2017:

1.      Enlisted Military Personnel

2.      Firefighter

3.      Airline Pilot

4.      Police Officer

5.      Event Coordinator

6.      Newspaper Reporter

7.      Senior Corporate Executive

8.      Public Relations Executive

9.      Taxi Driver

10.  Broadcaster

Google search for meeting planning webinars



Dana L. Saal, CMP, CAE, has been planning meetings for associations for more than 30 years. She recently decided that coaching meeting planners is now more fun than proofing BEOs, counting coffee cups and writing scripts. If you think a bit of coaching could improve your meeting, send a message via her website!

This post has not been tagged.

Share |
PermalinkComments (0)

Dana's Meeting Minutes: Three Tips and One Awesome Idea for Innovative Planners

Posted By Dana Saal, CMP, CAE, Saal Meeting Consulting, Friday, December 15, 2017
Updated: Monday, December 4, 2017

Useful event evaluation questions

Dana’s Meeting Minutes is based on the Meeting Planning Triangle©. Click here for a link.

Why do you collect event evaluations? Hopefully it’s because you have a solid plan for the use of the information.


Tip #1

Questions should advance the mission of the event or association

·         Before writing questions, clearly identify what you want to learn.

·         Ask how new-gained knowledge will be used for personal, company, association, and/or industry improvement.

·         Include the question, “Would you recommend this to a friend or colleague?” This identifies your net promoter score*, a figure for measuring success.

Tip #2

Design questions so answers are easy to analyze

·         Know how you will use the data. Let that determine the format of your questions.

·         If you ask for a written response, consider the value of customized responses and whether you will be able to record and analyze them.

·         If not, determine how you can obtain equally valuable information in another format, such as multiple choice, with an option to write in a one-line answer.

·         For ease of sorting from an electronic form, create a separate field for each piece of information, e.g. city, state, ZIP. You may not plan to sort by ZIP, but when you need to, you’ll be glad you don’t have to separate it from the city and state.

Tip #3

Don’t ask the question if you won’t use the answers

·         Don’t ask about the venue, the food, the schedule, or even then speakers if you won’t use the information for future planning.

·         Instead, rely on first-person appraisals from leadership, your staff, and your own observations.

·         If you’re required to distribute evaluations to fulfill CE requirements, use the opportunity to gather more than the basics.


Use Big (or Small) Data

You’ll hear the term Big Data buzzing around. It describes very large sets of data that are analyzed to reveal patterns, trends, connections, etc. in human behavior.

Small Data (my term) can be also be used to determine human behavior. Maintaining an event history is one of the easiest ways to do this. Track numbers for every aspect of your event, from abstract submissions to session attendance; from orange juice consumption to meal no-shows.

Refer to your history when your boss worries about low registrations (we’re 3% higher than last year); you want to prove that scheduling sessions at 4:00p on the last day is a bad idea (only 14% of all registrants were in sessions at that time last year); or whether Early Bird rates incentive registrations (40% of total registrations were received in the hours before rates increased last year).


*Net Promoter Score: The Net Promoter Score: How to Use It For eLearning Evaluation and Improvement by Adam Gavarkovs for eLearning Industry.

Evaluation Form Writing: The Trouble With Evals by Michelle Russell for PCMA Convene

Big Data: How Big Data Makes Meetings Smarter by Michelle Davis for PCMA Convene

How Can Data Analytics Transform Meetings? by Ken Budd for PCMA Convene

How the Exhibitions Industry Is Using Big Data by Regina McGee for PCMA Convene



Dana L. Saal, CMP, CAE, has been planning meetings for associations for more than 30 years. She recently decided that coaching meeting planners is now more fun than proofing BEOs, counting coffee cups and writing scripts. If you think a bit of coaching could improve your meeting, send a message via her website!


This post has not been tagged.

Share |
PermalinkComments (0)
Page 1 of 11
1  |  2  |  3  |  4  |  5  |  6  >   >>   >| 
ISAE Community Search

12/4/2019 » 12/5/2019
ISAE Annual Convention