Think about our custom governance, strategic planning, marketing,
membership and communication programs and retreats as you put together your
board, staff & chapter yearly and WDC legislative programs this
Spring and Summer�Add � a day to your meeting or Washington Legislative
Conference for governance training!
����������� Providing
Governance & Management
Solutions to Associations & Nonprofits
NEW 2009 PROGRAM AND FACILITATION MENU
Association
Marketing, Governance STRATEGIC PLANNING AND E-BUSINESS Management programs for
Association Staff and Volunteer Leaders
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, and
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 PROGRAM FOR ALLIED SOCIETIES AND FOR 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 and financial �responsibilities, volunteer and paid
executive duties and responsibilities and interrelated and integrated roles�Carver
and hybrid models are addressed.
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. NEW
for 2009 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 2009! 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. Using social networking and Web 2.0 tools to facilitate
communication among members.
2.
BRAND NEW! Business Planning for Volunteer Committees and
Workgroups. This � 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 strategies and the
association customer. Discusses the variety of practical communications and
marketing trends, issues, vehicles and economical ways of messaging in an
increasingly cluttered environment.
4.
Strategies
for developing a QUANTIFIED �true value� Return on Investment (ROI) for
national, regional/state/local member benefits packages using the TruValue� 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 $2,450 (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 or planning facilitations / programs for the entire
staff, individual departments or executive staff teams.� These are � / full or multi-day programs
depending on the desires of the association.�
Pricing
All volunteer and staff programs
start at $3,850 for up to a � day (3-hour) and $6,200 for a full day (6-hour)
program (in Greater Washington), which includes 2 hours of pre-work with the
staff/volunteers to identify issues and subjects. We like to do several
volunteer interviews as well, but at additional cost to customize the program.
Strategic Planning
Facilitations including program prep and handouts and start at $5,800 per 6
hour blocks and 3,850 for � day blocks. Most strategic planning facilitations
last one to two days (6-12 hours of facilitation. Additional time is billed on
the � hour at the day rate. Travel time is billed at � the day rate from AMMR offices
to hotel at destination and a weekend day premium of $375 applies.
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 for performance excellence, and an
ASAE Center for Association Leadership approved facilitation firm for
the �Exploring the Future publication.
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 � 15, B-1-20 above)
______________________
Name of
Program/Conference:___________________________________________________
Location and Dates of Conference:________________________________________________
Budget for Training: ____________________________
Number of Hours of Training Needed: œ 3� œ 6�� œ 9�� œ 12��
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, has been
President of Association Management and Marketing Resources (AMMR) since July
1995. As the lead strategist and facilitator, Dr. Carey has led AMMR�s
consultant team on over 100 major�
association management consulting, strategic planning and market
research assignments with trade associations, professional societies, and other
C-3 organizations in the key areas of governance, communications and marketing.
Dr. Carey is one of the few association executives and
consultants to be appointed to the Board of Examiners for the Malcolm Baldrige
National Quality Award for Performance Excellence in both the corporate and non
profit sectors.� The award is the highest
level of national recognition for organizational performance excellence that a
�Prior to his AMMR appointment, Dr. Carey, was
the President and CEO of a trade and a professional association for 14 years.
He has written, published, or edited
100+ articles and several books on association alternative future strategic
planning, governance, marketing, communication and management topics.� He conceived of, published and edited the
first association marketing textbook entitled, Marketing the Non-profit Association and wrote the first
association marketing and communications planning guide entitled, The Association Marketing and
Communication Planning Guide with Best Practices and Templates, one chapter of
which is devoted to developing the value equation. Most recently, he published
the 2008 Strategic Planning and Research Guide, selected by ASAE as one
of two such publications in their strategic planning inventory. Dr. Carey was
also selected as one of the 12 most influential association executives by the