Professional Development: For Associations and AMCs (part 2)

Image Credit: S. Charles
Image Credit: S. Charles

Jadine Sturgill, administrative manager

This is the second in a 2-part series on professional development based on a recent Association Chat (#assnchat). Click here to read part 1.

Read below for more helpful thoughts about professional development from the IMI staff.

Q6. What are some good examples of professional development that you’ve seen associations provide?

  • Many organizations offer professional development via seminars, workshops, publications, and break-out sessions at conferences, online courses, case studies, white papers, journals, and information on their website shared only with members. They also keep members up to date on industry trends and how to deal with them.
  • There are numerous avenues of professional development offered to the members: free monthly educational webinars, educational tracks at the two annual conferences, an onsite Webinar Library, and individual certifications. The committees are dedicated to providing best practices resources and white papers. The website is continually being updated with member advisories, legislative alerts and headlines that affect the members’ industry. The weekly newsletter and bi-monthly magazine provide continual information from industry experts both nationally and globally located. Surveys are created and distributed to get member feedback for further development and improvement of best practices. A strategic planning meeting with the board of directors and executive director occurs annually to evaluate the progress and to set goals for the association for the following year.
  • Webinars are very effective – they can be provided at a low cost and members can participate from their offices.

Q7. How are you investing in your own professional development this year?

  • I try to attend at least one free, online webinar a month on a topic of interest to me; such as Tracking Social Media Success, or Five Things Your Members Want from Their Association Website. I like to read articles on what is trending and books. I was fortunate to attend the ASAE conference this year and I like to hear what my colleges are learning and share with them so we can all benefit.
  • I make every effort to attend ASAE’s Annual Meeting & Exposition and AMCI’s AMCs Engaged meeting. In addition to these two meetings, I am also an avid reader and subscribe to quite a few ListServs and I’m a social media junkie who follows hundreds of folks within the association management industry.
  • I set aside a small block of time each week and a larger block of time each month specifically for professional development. It’s an appointment I make to better myself – and therefore bring my best to my associations.
  • Being a member of AENC provides me with educational webinars and articles on a weekly basis. I am also committed to reading a number of industry-related books and considering taking some courses this year that will improve some of my computer skills and organization abilities.
  • I plan to continue attending events and webinars that help me make progress toward my goal of earning my CAE.


We hope you enjoyed IMI’s in-house #assnchat. If you haven’t tried #assnchat on Twitter, give it a try! You may find answers to questions you didn’t even know you had.

Want to know more about association management? Contact us info@imiae.com to find out more about what IMI Association Executives can do for your organization.

Professional Development: For Associations and AMCs (part 1)

Image Credit: S. Charles
Image Credit: S. Charles

Jadine Sturgill, administrative manager

This is part one of a 2-part series on professional development based on a recent Association Chat (#assnchat).
At IMI we continue to advance our skill through professional development opportunities to be able to better serve our clients. When KiKi L’Italien hosted an Association Chat (#assnchat) on Twitter on September 23, 2014, about professional development, it was a natural progression for the IMI staff to discuss these questions together.


Q1. How important is professional development to your members and do they see it as part of your association’s role to provide it?

  • Professional development is key to our members; it is important that they stay up to date with the latest developments in their field. They do look to our associations to provide professional development more and more.
  • Review the results of any survey asking why people join associations and typically you will find “education and professional development” among one of the top four answers, so I would say it is extremely important to our members and they do expect the association to provide outlets for continuing their education. Also, a lot of our members work in a profession which requires continued testing and education to maintain their license and/or credentials. The opportunity to earn those credits and learn through a professional organization is one of the most important reasons to join an association.
  • Our members see professional development as an important part of staying relevant in our quickly changing world – and they look to the association as a great resource for that education.
  • The association is highly committed in providing programs aimed at empowering members to better serve their clients as well as teaching excellence within its industry; this is part of their mission statement.
  • The association offers many professional development opportunities to members, including individual certifications, company accreditations and monthly webinars. Many members take advantage of the offerings.

Q4. What are your own expectations on professional development? What are you looking for?

  • Professional development is key to staying current and up to speed in a world that moves so quickly. I personally like to learn about processes and programs that will assist with strategic and operations of the organization and personal leadership topics.
  • I look for professional development opportunities which have a return on investment; opportunities which help me to be competent in my profession, which help me to stay relevant and up to date and more effective. The pace of change is probably faster than it’s ever been – and if you stand still you will get left behind.
  • When I look for professional development resources, I look from a variety of angles. Can I add a new skill set? Can I go to the next level in a skill I already have? What is the information I need to make sure I am at my best for my associations?
  • My belief is that one should never stop learning. I am always on the lookout for ways to improve my own abilities and knowledge in regard to my position here at IMI, including, webinars, books, courses and articles offered by AENC or similar organizations that directly affect my job responsibilities. I also enjoy learning from my colleagues here at IMI; we enjoy sharing information.
  • I attend professional development conferences and webinars throughout the year to expand on my knowledge base. I always enjoy learning about the latest topics.

 “At IMI we provide an education budget and encourage each staff person to pursue professional development opportunities because we recognize it is good for employee retention and staff morale, it improves efficiency and productivity, re-energizes staff and overall helps us to remain relevant as an association management company. In general, we see professional development as an investment, not an expense.”                  

-Linda Owens, president of IMI

 

Want to know more about association management? Contact us info@imiae.com to find out more about what IMI Association Executives can do for your organization.

Out of Office Best Practices

Image Credit: Sonja Langford
Image Credit: Sonja Langford

By Rachel Owen, Communications Manager

We are headed full swing into the holiday season when many people will be out of the office. Do you know what the best practices are for when you are out of the office?

Phone

Update your voicemail to reflect that you will be out of the office. Don’t forget to include information about when you will be returning calls and an emergency contact number. Also, set a calendar appointment to help you remember to update your voicemail message when you return.

If your organization requires call forwarding to an associate when you are out of the office, be sure to let your associate know about any issues they may receive calls regarding (such as membership renewals).

Email

Set your out of office email notification to indicate:

  • When you will return
  • When they can expect a response
  • An emergency contact

Example:

Thank you for your email. I am out of the office through December 30 and I will be responding to emails after I return on January 1.

If you have an immediate need please contact Staff Member Staff@fakeemail.org at 222.333.4444.

Thank you,

Your Name

For Your Associations

If your association office will be closed, such as for a holiday, update the main line voicemail to indicate the office is closed. Also, make sure to communicate to members when the office will be closed through a standalone email to members, a small “blurb” in a newsletter, or a post on social media.

For Longer Vacations

If you will be out of the office for more than a day or two around the holidays, you may need a bit more preparation to make sure everything runs smoothly while you are gone.

  • Allot a little bit of extra time to give information to any team members that may be covering for you during your absence. Make sure the rest of the team knows who is handling which concerns while you will be unavailable.
  • If you are expecting time sensitive mail or packages, make sure a team member is assigned to open any mail you receive.
  • At least two weeks prior, notify your key contacts and ask if they need anything completed before you leave.

 

Want to know more about association management? Contact us info@imiae.com to find out more about what IMI Association Executives can do for your organization.

 

Make Your RFP Work for You

Image Credit: Lucas Theis
Image Credit: Lucas Theis

By Lee Campbell, Executive Director & Director of Conference

These ideas are inspired by the session “RFP Reconstructed” at the ASAE Annual Meeting on August 11, 2014, presented by Rachel Benedick, Mary Kreins, Christine “Shimo” Shimasaki.

If you are an event planner you know the Request for Proposal (RFP) is one of the most important documents in your arsenal and its contents can make or break your event.

Here are a few tips on making sure your RFP is as ready as you are.

Make Sure the RFP is Complete

Hotels need complete information about an organization’s conference program in order to offer the best proposal. Be thorough, but be concise.

It’s important to accurately reflect your conference program, needs, and budget. The hotel team will review all aspects of your information from the RFP to determine if your program is a good fit for the hotel, and vice versa.

Don’t Forget to Include Your History and Expectations

  • Organizational goals (e.g. What does your organization hope to gain from the event? How will you measure success?)
  • Expected number of attendees and the demographics of your group
  • History of the organization’s conferences the last 3 years
    • Hotel and city locations
    • Sleeping room pickups
    • Food & Beverage history
  • List of the expected and requested concessions
  • Date pattern
  • 3rd Party Information (will you secure your own AV Companies and Tradeshow Decorator Companies?)

Make Good Connections

Did you know? EmpowerMINT.com is a resource that hotels will check to investigate an organization’s history to determine if a partnership will be a good fit. Organizations can also use this site to register an official RFP document in order to connect with hotels.

Want to know more about association management? Contact us info@imiae.com to find out more about what IMI Association Executives can do for your organization.

Productivity: Your Best Friend and Biggest Hurdle (Part 2)

Image Credit: Aleksi Tappura
Image Credit: Aleksi Tappura

By Linda Owens, President

This is the second in a 2-part series about productivity based on a recent Association Chat (#assnchat). Click here to read part 1.

Read below for more helpful thoughts about productivity from the IMI staff.

Q5: Do you keep your inbox at 0 emails, like some productivity experts suggest? If so, how? If not, why not?

  • Almost – I try to keep sent and inbox at under 20 emails each. I answer quick emails immediately and save emails to the server that have important info but require no action. I use flags as reminders.
  • I do not keep my box at 0 but I like to keep it as clean as possible. I keep items in my in-box that I need to do or follow-up on later. I also use categories and flags to make it easy to find anything in my inbox.
  • I really, really try to keep my inbox at 0. I delete what has been handled and change action items into tasks.
  • I “try” to limit my inbox only to those emails that require an answer or follow-up by me
  • I try to keep 0 emails in my inbox by moving items to the task area, the calendar, and or saving the message in a folder. If I am unable to keep my inbox clear every other Friday I go through and move items out of my inbox.
  • I like to keep my inbox clean, and only keep emails in my “inbox” that I have not completed or I still need. Once I have completed a task I file the email away. I do not delete any emails. I also move emails older than a year in the archives.
  • For the most part I have my inbox to 0 before I close for the day.
  • Sometimes it gets to 0 but my goal is to at least tackle all the new ones each day.
  • I keep my inbox at 0 unread emails. Everything is read and triaged (I color code with urgency, emails that are awaiting responses, etc.).

Q6: Where do you turn for advice about productivity? What are some of your go-to resources?

  • Some great articles pop up on my LinkedIn
  • I ask fellow co-workers to help me not reinvent the wheel on developing plans or documents that have already been used and approved to work.
  • I don’t have a go-to for productivity resources. I try to read articles and anytime I see information in online, in print, or word of mouth I determine if I can incorporate the suggestion into my system to further enhance productivity.
  • I like to learn new features of the software I use, like Outlook and Excel, for new ways to better organize and manage my day.
  • Coworkers have helped me greatly and so have webinars on Outlook productivity.
  • https://www.themuse.com

Q7: Complete this sentence. “For me, the most important thing to remember about productivity is _______________________.”

  • Because, productivity is not just about getting things done. It is about getting things done more efficiently and remembering that there will always be more things to do then there is time in the day.
  • If you are productive, it leaves more time for enjoyable things.
  • That you eat an elephant one bite at a time. This helps me not to get overwhelmed with big projects and keeps me moving forward.
  • I can only do one thing well at a time. Multi-tasking or hurrying can often lead to mistakes. I have to s.l.o.w. down and just do one thing at a time.
  • To stay focused on the current task.
  • It is not about an empty “in box.” It is about using the time you have available to accomplish the tasks which are most closely aligned with your success as you define it.
  • Focus and the ability to stay on task without distraction, especially social distractions.
  • Knowing what you need to do and when it needs to be done.
  • Quality accomplishment of tasks on or before deadlines.
  • Prioritizing projects and staying on top of deadlines.
  • Quality over quickness.
  • Being “busy” is not the same as being productive.
  • Keeping the quality along with the speed.

Q8: Do you do things for your health in order to improve your productivity? (Ex., take supplements, exercise, eat right, etc.)

  • Exercise and yoga help me let go of work. Reading, both for pleasure and for knowledge. Eating healthy. When I start to feel overwhelmed or can’t sit any longer in front of my computer screen I get up and take a quick walk to clear my mind and re-gain my focus.
  • Nothing gets the day ramped up like my 6 a.m. spin class!
  • Get 8 hours of sleep! If I find I’m losing focus while working on a project I push away and go work on something else or walk around for a few minutes.
  • I take a break sometimes just for sanity, walk around, get some sunshine.
  • Exercise, absolutely. Clears the cobwebs, stretches the limbs and makes sitting back down at your desk more comfortable both physically and mentally
  • Yes, yes, yes and yes. Get up and walk away from your desk at least every 30 minutes.
  • A daily walk of 30 minutes is key. I decided not to allow other’s personalities to affect me personally so I wouldn’t take their attitude to heart.
  • I am one to just power through until it all gets done or I have just worked until I can’t work anymore. (Not the greatest for one’s health, I know)
  • Sleeping more hours each night, eating healthier, nutritional supplements.
  • I exercise, eat right, drink water, supplements.
  • I do things for my health, not for productivity. My body serves me first.
  • Yes, I exercise, take supplements, eat right, and take breaks.

We hope you enjoyed IMI’s in-house #assnchat. If you haven’t tried #assnchat on Twitter, give it a try! You may find answers to questions you didn’t even know you had.

Want to know more about association management? Contact us info@imiae.com to find out more about what IMI Association Executives can do for your organization.

Productivity: Your Best Friend and Biggest Hurdle (Part 1)

Image Credit: Aleksi Tappura
Image Credit: Aleksi Tappura

By Linda Owens, President

This is part one of a 2-part series on productivity based on a recent Association Chat (#assnchat).

Have you tried the Association Chat recently? Every Tuesday at 2 p.m. ET follow #assnchat on Twitter for a moderated series of questions designed for association professionals to interact and share their experiences. The chat is hosted by KiKi L’Italien (@kikilitalien) and anyone following the hashtag can respond with their answers and participate.

We decided to hold our own in-house #assnchat on productivity, based on the October 7, 2014, #assnchat questions. Read below for productivity troubles and tips from the IMI staff.

Q1: What are some of your productivity killers? What gets in the way of your productivity?

IMI team members shared that their top productivity killer is interruptions. Emails, phone calls, and office visitors were named as the most common interruptions.

Other productivity killers:

  • When others don’t plan their schedules accordingly and it causes an emergency through poor planning.
  • Waiting on others to answer questions or provide information to complete the job from my standpoint.
  • Too many tasks to accomplish in a short amount of time.

Q2: What is the best productivity tool you use regularly?

Across the board, team members cited lists, lists, and more lists as productivity aids!

  • I categorize and assign tasks, due dates and deadlines to items that come in through email. I also use the Franklin Covey system of prioritizing items.
  • It’s a tie between Basecamp and Outlook (color coding emails).
  • I delegate, break big projects into little tasks that I try to work on a little each day, and work at home one day a week, which has fewer interruptions. I also unsubscribe from irrelevant emails and set goals for myself (e.g. I will complete this project in 1 hour).
  • I establish a timeframe during which I will focus on one task that needs attention. No Email interruptions and all phone calls go to voicemail.
  • Not waiting until the last minute to complete the task or responsibility.
  • Outlook! I set reminders/due dates on emails and setup tasks on my calendar.
  • I use a spreadsheet with reminders and deadlines. I also use the Outlook Tasks feature. I just have to remember to stay on top of it!
  • Reducing distractions! I turn off email notifications, set my phone to do not disturb, etc., for a brief time while I focus on critical tasks.
  • I will switch to non-computer tasks for short occasional breaks to rest my eyes and mind from the computer.

Q3: Do you have rules for the way you prioritize tasks each day? What are they? (Such as: List your top 3 priorities but no more, etc.)

  • The week prior, I map out overall items that need to be accomplished during the upcoming week. I then break these down into specific items for specific days of the week. Each day I look through the list for the next day and assign priority to items. A1, A2, A3 are most important and need to get done. B1, B2, B3 are second level of importance, C1, C2, C3 are items that I will do if I have time, but can be pushed to the next day if needed. During the day if an item comes up that needs to trump one of my planned priorities I assign U1, U2, U3 (U = urgent) and determine which item will be bumped to the next day.
  • I get the urgent items done, but each week I also make sure to save some time to work on tasks that have been on the back burner.
  • Each day I prioritize my top nine tasks into three categories: A-one big thing, B-three medium things, and C-five small things.
  • I prioritize tasks by categories: Today, This Week, This Month, This Year.
  • Review deadlines for the week and prioritize tasks based on those deadlines.
  • Prioritize tasks to match or exceed the time available.
  • I usually prioritize by first come first served, starting with tasks that are older than a day that haven’t been completed. Then, I prioritize by request type. For example, requests that take longer to complete I will carve out a time slot in the day, like the whole afternoon or first thing in the morning, and work on other smaller tasks around it. I make sure to complete everything I promised before leaving at the end of the day. If I cannot complete something in a reasonable amount of time or if it has been sitting for a while I will send updates letting the appropriate people know when I will complete the task.
  • Review daily tasks each day and prioritize.
  • I respond to the most important emails first and then go back to the others as time allows. I block time periods to not handle email when working on project.
  • I list my tasks by priority and work on them based on deadline.
  • I first list the tasks that MUST be finished and label them in order that they should be completed. I make a second list below it of tasks I will conquer next if I have time after the critical tasks are complete.
  • I prioritize based on: 1. What needs to be done today? 2. How long has it been waiting? 3. Does it affect our members?

Q4: Do you use an organization or scheduling system, like GTD or the Pomodoro Technique?

Overall, Outlook features, such as tasks and reminders, were the most popular scheduling system.

Other helpful systems:

  • I use Franklin Covey’s system and I do recommend it for people that like to make lists. The system is a great way to bring your love of list making to the next level.
  • Basecamp.
  • Evernote – It’s easy to make lists and check off tasks.
  • I’m a list-keeper, using highlighters to prioritize tasks.
  • I use an Excel spreadsheet with my tasks and their expiration dates.

We hope you enjoyed IMI’s in-house #assnchat. If you haven’t tried #assnchat on Twitter, give it a try! You may find answers to questions you didn’t even know you had.

Check back next week for part 2 of this discussion on productivity.

Want to know more about association management? Contact us info@imiae.com to find out more about what IMI Association Executives can do for your organization.