Association
Marketing, Governance STRATEGIC PLANNING AND E-BUSINESS Management programs
for Association Staff and Volunteer Leaders
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NEW 2008 PROGRAM AND FACILITATION MENU
AMMR offers a variety of
governance, management, marketing and communications training modules for
teaching national regional, state and local association executives and/or
volunteers and for Allied Societies (ask about pricing!). These modules are
taught with the needs of the national, affiliate, chapter or allied
associations and non-profits in mind, and use practical, easy to use examples,
tools and techniques that staff and volunteers can take home with them and
use in their day-to-day operations. These
programs are unique in that they are “train the trainer” programs,
which are taught such that volunteer leaders and staff can take the
materials and train their own constituencies at home. All programs are taught using case studies,
practical examples and practical exercises, which reinforce instructional points.
We have packages, which incorporate a review of materials, a visit to
headquarters, a few informal interviews with key volunteers resulting in a
customized program at a fixed price.
AMMR can teach a mix of these
modules in 1, 2, 3, 4, 6, 8, 12 or 16 hour blocks to audiences of staff
executives, volunteers or a combination of both at your national
regional/state/local conferences, legislative forums (see Module 15 below) or
other association meeting.
Listed below are subject
matter areas for our governance, leadership & marketing training
modules. Please review them with your
own national/ regional/state/local staff and volunteers in mind, and circle
those, which you would like us to include in your program.
GOVERNANCE, STRATEGIC PLANNING, MARKETING &
COMMUNICATIONS MANAGEMENT PROGRAM MODULES FOR VOLUNTEERS, CHAPTERS AND STAFF
A. GOVERNANCE, STRATEGIC PLANNING &
MANAGEMENT FOR ASSOCIATION STAFF, VOLUNTEERS AND CHAPTERS
1.
NEW! Association
Trends and Issues in Governing, Marketing and Communicating the Association in
Uncertain Times , a board, volunteer,
chapter, affiliate and staff primer on current and future trends in
association management customized to
your organization.
2.
NEW! Strategic planning and future scenario
building training including: Research
methods in
examining alternative futures, scanning
techniques, scenario building methods and planning
components,
engaging the board, staff and volunteers in futures-related training and integrating
anticipated scenarios into ongoing plans and
programs. GREAT STAFF RETREAT PROGRAM TO TRAIN MANAGERIAL AND EXECUTIVE
STAFF IN HOW TO THINK AND PLAN STRATEGICALLY!
3.
Creating a
partnership between affiliates and the national—New Millennium marketing,
communications and governance strategies and decision making in an environment
of change--the impact of governance, communications, marketing and technology
management on leadership, governance, structure, culture and competition.
4.
NEW! Recruiting,
training and motivating volunteers/boards/committees/members -- how to select, train and motivate
volunteers—organizing, administering and structuring volunteers and
governance plans
--
how volunteers can create tangible “true value” for association
programs. Program includes: issues in
recruiting volunteers today, Recruitment, retention and motivation techniques,
what volunteers value and matching volunteers to association assignments,
interviewing and screening volunteer applicants, training in supervision of
volunteers, evaluation and recognition of volunteers and case studies / role
playing and practical exercises; and, new mid-decade governance structures that
work.
5.
Board/committee
operations/policies & procedures.
6.
Managing a great
board meeting.
7.
NEW! Roles
of the board/committee and board committee members, board fiduciary
responsibilities, volunteer and paid executive duties and responsibilities
and interrelated and integrated roles.
8.
Succession
planning: preparing for a change in staffing or volunteer leadership. A
step-by-step process to ensure a smooth transition from early planning to post
hiring or restructuring.
9.
The role of Board
performance and assessment tools and techniques. Board leadership and management
characteristics and criteria.
10. Project Assignment and Integration Record (PAIRS)--a
simplified governance, communications & marketing management system, which
integrates the strategic plan, communications and marketing plans, the annual
work plan and the budget on a quarterly reporting document.
11. Volunteer and staff structure analysis –
structuring the association for 21st century operations.
12. Due structure analysis—reconstructing the
association’s structure, dues and caps for the New Millennium.
13. STAFF RETREATS emphasizing teamwork, cooperation and
working together. These programs are
custom built based on the special circumstances at your shop! Call us for references of staffs that have
gone through this training and thoroughly enjoyed it! See information below.
14. STAFF LEADERSHIP AND MANAGEMENT TRAINING for managers and directors covering essential
leadership skills such as: handling disgruntled employees, counseling and
evaluation techniques, motivation techniques, handling resistance to change,
running staff meetings, in-box prioritizing, etc. We customize this program to your
organization, use best practices, role-playing and small group exercises to
reinforce key points.
15. Cutting
Edge and NEW for 2008! Using The Malcolm Baldrige National Quality
Award Criteria to Benchmark your Association’s Progress Towards Governance and Operational Excellence.
B. Membership, Marketing, E-Business, Communications Presentations
1.
Understanding
the meaning and process of integrated E-business association communications,
marketing and governance operations.
Integrating E-business operations with traditional delivery
methods. Developing a simplified
strategic marketing, communications and product line marketing planning
framework. Working in the portal
environment—how positions and workloads change.
2.
BRAND NEW! Business Planning for Volunteer Committees and
Workgroups. This ½ or full day program turns volunteer committees into focused
business planning units for the association. Using templates and best practices
along with tailored practical exercises, teaches volunteers the essentials of
business planning and the importance of planning coordination across the
association!
3.
Understanding
different communications & marketing and E-business philosophies and the association
customer.
4.
Strategies
for developing a QUANTIFIED “true value” Return on Investment (ROI)
for national, regional/state/local member benefits packages using the TruValueä construction matrix.
5.
Membership
and volunteer recruitment and retention strategies and delivery systems for
nationals and chapters/affiliates.
6.
New Customer
Service concepts—how they have changed, what they mean today and will
mean tomorrow. Developing a customer (stakeholder/member) centered focus.
7.
Developing
“One to one” marketing concepts, tools and techniques.
8.
New technology
(e-business/e-association) applications (inter/intranet) and their integration
with traditional marketing and communicating methods for
national/regional/state/local associations and nonprofits.
9.
How to develop a
pricing philosophy and pricing formulas for your association products and
services.
10.
How to conduct a
mini-audit of your association governance & marketing operations.
11.
How to structure
the national/regional/state/local association or non-profit with the best
marketing and communications position.
12.
Partnership and
sponsorship development strategies, tools and techniques.
13.
Leveraging the
intangibles--how to market the
governance, governmental and public relations functions. How to create, define, quantify and deliver true
tangible value for these services.
14.
Segmentation 101-- How to segment and target your
markets—demographics and geographics.
15.
Segmentation
201—psychographic (attitudinal and rank order choice) segmentation tools
and techniques--Creating a SegmentationLink™ System to identify and group
all segmenting and targeting data.
16.
New viral
marketing and e-brochure mass customization techniques
17.
Developing,
communicating and marketing new E-member/E-business services—non-dues
income promotion and sales.
18.
Marketing
evaluation and control tools and techniques after launching products and
services.
19.
Foundation
fundraising and resource attraction.
20.
Nondues
income generation, sources and how-to’s.
These are great
programs for state and local association staff and legislative conference
attendees!
Fax the form below to AMMR
with your program information and we can tailor a program for your next
national/regional/state/local association/non-profit volunteer or staff
forum. Program prices start at $2,500 (1
to 1-1/2 hour, generic program taught in the Greater
STAFF,
BOARD AND CHAPTER STRATEGIC PLANNING AND RETREAT PROGRAMS
ASAE Foundation Facilitation Services for Exploring
the Future
Lead Facilitator
Stephen C. Carey, Ph.D., CAE (biography attached)
We do generic or highly
customized staff retreat programs for the entire staff, individual departments
or executive staff teams. These are ½ /
full or multi-day programs depending on the desires of the association. Programs start at $3,850 for up to a ½ day
(3-hour) and $5,200 for a full day (6-hour) program (in Greater Washington),
which includes 3 hours of pre-work with the staff/volunteers to identify issues
and subjects. These retreats address inter-staff/department communications
teamwork issues and are best taught away from the workplace. We like to do
several volunteer interviews as well.
We also do board think
tanks reviewing environmental scanning research, qualitative and quantitative
survey research, future governance,
marketing, membership and communications operations. Dr. Carey is an Examiner for the Malcolm
Baldrige National Quality Award, and an ASAE Foundation approved
facilitation firm for the, Exploring the Future: Seven Strategic Conversations That Could
Transform Your Association
Response Form
NATIONAL/Regional/State/Local
Association / non-profit Staff/Volunteer
governance/Marketing/MEMBERSHIP
Training Programs
Contact
Name:_______________________________________________________________
Title:______________________________________________________________________
Association:_________________________________________________________________
Address:____________________________________________________________________
City/State/Zip:_______________________________________________________________
Phone:__________________________Fax:_________________E-Mail__________________
Modules of Training Interest (A-1 – 14, B-1-19 above)
_________________________________
Name of
Program/Conference:___________________________________________________
Location and Dates of Conference:________________________________________________
Budget for Training: ____________________________
Number of Hours of Training Needed: œ 1 œ 2 œ 4 œ 8 œ 12 œ 16
Send me specific information on Module(s) Number(s)______________
Notes/Comments_______________________________________________________________
PHONE: 301/530-9066 FAX: 301/530-9076
Web: ammr.com
e-mail: consultants@ ammr.com
Lead
Facilitator
Stephen C. Carey, Ph.D., CAE
STEPHEN
C. CAREY, Ph.D., CAE, a consultant ex officio to the firm since 1991, was appointed
President and Chief Executive Officer of Association Management and Marketing
Resources (AMMR) in July 1995. In this capacity, Dr. Carey has successfully led
AMMR’s consultant team on over 100 major management consulting, market
research, strategic planning and search assignments with trade associations and
professional societies in the key areas of governance, communications,
marketing, strategic planning and administrative management operations.
Prior to
his AMMR appointment, Dr. Carey was the President and CEO of the International
Association of Convention and Visitor Bureaus (IACVB). IACVB is an international trade association
representing 420+ convention and visitor bureaus in 33 countries with a staff
of 20 and a budget of $3 M. During his
tenure, Dr. Carey moved the association, created a full-time staff with
international headquarters in Washington, DC., and established IACVB’s as
a “household” brand and major player in the convention/travel/tourism
industry and federal government department and
agencies. Dr. Carey established
the IACVB Foundation and a new convention industry award, The Spirit of
Hospitality; introduced a new travel/tourism/convention client directory;
established a 3rd association trade show in New York; and was a key
hospitality industry player in passing NAFTA and planning and executing the
first White House Conference of Travel and Tourism in 1996.
From
1982-1993, Dr. Carey was the CEO of the Greater Washington Society of
Association Executives (GWSAE) and established the GWSAE Foundation, the
largest regional group of national and international association executives in
the country. During his tenure,
GWSAE’s membership increased from 1,300 to 3,600 and the association grew
from 4 staff and budget of $600,000, to 34 staff and a budget of approximately
$5M.
From June 1978 to 1982, Dr. Carey was the
chief administrator for the American Speech-Language-Hearing Association, a
national educational and scientific association (37,000 members, 90 staff),
with a $20M+ budget.
Dr.
Carey has written, published, or edited 100+ articles and several books on
association marketing, communication, governance and management topics,
including the 2005Association Marketing and Communications Planning Guide
With Benchmarks and Templates, selected for the Circle of Excellence award
from MSAE, and the first association marketing management textbook entitled,
Marketing the Non-profit Association.
His textbook, Marketing and Selling to Associations in the New
Millennium, was selected for an award by Association Trends in 1998. In
addition to being a charter member of the American League of Lobbyists and a
charter class Fellow of the American Society of Association Executives, he was
also selected as one of the 12 most influential association executives by the
Dr.
Carey and several of AMMR’s clients were featured in the lead article,
entitled, Marketing as a Mindset, in the September 2000 issue of Association
Management magazine, published by the American Society of Association
Executives. In May, 2001, Dr. Carey was also featured in ASAE’s new book,
Association E-business: Objective Research with insights from Association
Professionals, as one of two expert contributor / commentator consultants.
Dr. Carey was selected to write and teach the first integrated marketing and
communications management curriculum for the U.S. Chamber of Commerce
“Institutes of Association Management Program.” He was also
selected to teach the first “Taste of Institutes” program,
combining two institute courses into a full day e-business marketing
communications program.
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