The New Volunteer Manifesto Series – Part 4: Creating a Learning Culture

As part of my New Insights from a New CAE weekly column on SmartBlog Insights, I’m delving deeper into my New Volunteer Manifesto that I published here. In Part 4 published last Thursday, I looked at Creating a Learning Culture.

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The New Volunteer Manifesto: Creating a Learning Culture

Deirdre Reid, CAE is an association consultant, speaker and trainer focusing on member engagement and social media at Deirdre Reid LLC and Leadership Outfitters. Connect with her @DeirdreReid.

I recently published a call to action for associations, a New Volunteer Manifesto. Last week I explored keeping volunteers. Now I’d like to propose some ideas for creating a learning culture.

Create a culture of learning, not only through your educational programs, but within your leadership and committees. Commit to enriching the volunteer experience by providing opportunities to learn and grow through service.

We’re the organizational experts. It’s our job to share our professional knowledge with our members and give them the information and tools to lead the association wisely, take some risks and try new things. They may not have brought these skills with them and need our support.

Deepen the reach of leadership development programs. Don’t limit training to officers and directors; include any member who leads a committee, team or project. Set aside competition and control issues and partner with other organizations so you can offer more programs to your members.

Give volunteers something to take back to the office. Teach leaders to build learning moments into committee agendas. Take ten minutes to provide quick lessons on social media, networking, speaking, leadership, etc. Give your members the opportunity to share their skills with others during these learning experiences.

Conduct ongoing training for leaders on how to recruit volunteers, break up and delegate tasks, make meetings meaningful and enjoyable, and work in new ways that involve more people.

Encourage leaders to train other members to do the work they’re now doing. Encourage them to find others to help them accomplish tasks and share the work. The association will never run out work to accomplish; there’s enough for anyone who wishes to participate.

Members in the early phase of their career will have very different needs than those more experienced. Take that into account when planning programs, events and volunteer opportunities.

Recognize and reward those leaders who have led well by delegating and involving others. Make them the models for other leaders to emulate.

What do you think about these ideas? Have you tried any?

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Today my fifth and last post in the series, New Ways of Associating, was published on SmartBlog Insights.

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The New Volunteer Manifesto Series – Part 3: Keeping Volunteers

As part of my New Insights from a New CAE weekly column on SmartBlog Insights, I’m delving deeper into my New Volunteer Manifesto that I published here. In Part 3 published last Thursday, I looked at Keeping Volunteers.

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The New Volunteer Manifesto: Keeping Volunteers

Deirdre Reid, CAE is an association consultant, speaker and trainer focusing on member engagement and social media at Deirdre Reid LLC and Leadership Outfitters. Connect with her @DeirdreReid.

I recently published a call to action for associations, a New Volunteer Manifesto. Last week I explored recruiting volunteers. Now I’d like to propose some ideas for keeping volunteers.

Always remember that volunteering is a benefit of membership. Talk to any involved member and you’ll soon see how true this is. Make it easy for your members to find ways to get involved. Break down any perceived barriers, particularly the lack of information about volunteer and leadership opportunities and committee meetings.

Make the connection publicly (and frequently) between what volunteers do and the success of your association. Volunteers want to help your association achieve its goals and know that their efforts make a difference.

Make it part of your culture that projects and committee work are broken down into smaller tasks that volunteers can take on. Tell your chairs to look outside your committee members for help. Share the benefit of volunteering.

Chairs must learn to share the benefits of leadership — delegate delegate delegate. Train others to do your job. Make sure everyone can benefit from volunteering.

Make meetings matter. Use a consent agenda. Start and end on time. Don’t ever meet because you are supposed to; meet because you have lots to accomplish face-to-face that can’t be accomplished effectively in any other way.

Build in time during meetings for strategic thinking and discussion. Take advantage of their brains – see what they come up with. Encourage their investment in the association’s mission.

Aim to be the highlight of someone’s day — make meetings enjoyable. Give members the opportunity to not only get work done, but to do it in a way that makes them want to come back for the next meeting. Consider building some “getting to know you” time into meeting agendas. Members get involved to develop relationships, make that easier for them.

Encourage committees to explore new ways of meeting and working. Switch up a meeting location from the association conference room to perhaps a café. Brainstorm other location ideas. Consider short conference calls or, for a more personal touch, online video chat (check out tinychat.com) if scheduling or travel is difficult.

Teach members to use online collaboration tools like wikis or LinkedIn’s Huddle application to get input on projects and task assignments. Tools like these work well for sharing the status of projects, posting to-do lists and assignments, and allowing volunteers to edit and contribute their input.

Personally thank every volunteer who helps in even the tiniest way. They are not paid to do this; they pay to do this. Recognize their contribution and constantly be grateful.

Be a transformational organization. Everyone wants the opportunity to give, learn and grow – to transform into a better version of themselves. Volunteering at your association can be a way to do that, and for many of them, it may be their only way. Remember how important it is to provide those opportunities — the benefits of volunteering.

What do you think about these ideas? Have you tried any?

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Today my fourth post in the series, Creating a Learning Culture, was published on SmartBlog Insights.

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The New Volunteer Manifesto Series – Part 2: Finding Volunteers

As part of my New Insights from a New CAE weekly column on SmartBlog Insights, I’m delving deeper into my New Volunteer Manifesto that I published here. In Part 2 published last Thursday, I looked at Finding Volunteers.

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The New Volunteer Manifesto: Finding Volunteers

Deirdre Reid, CAE is an association consultant, speaker and trainer focusing on member engagement and social media at Deirdre Reid LLC and Leadership Outfitters. Connect with her @DeirdreReid.

I recently published a call to action for associations, a New Volunteer Manifesto. Last week I explored the big picture. Now I’d like to propose some ideas for volunteer recruitment.

Survey all your members at least once a year to find out their professional development needs, leadership experience, interests, talents and number of hours they can volunteer per month (or quarter) so you can match them to the best volunteer opportunities for them. Keep this inventory readily available. Plan on getting updates because members’ needs and interests will change. Ideally, volunteers will call or visit members to get this information (a retention “touch”), but at least include the survey in welcome letters, renewal invoices and mailings. Follow up by phone with non-responders.

Committee involvement may be too demanding for personal schedules. Encourage ad hoc or episodic volunteering — an hour or so here and there. You need a variety of options that are still meaningful and do not require long-term commitments. Spend some time creating a list of these opportunities.

Publicize all volunteer opportunities on your website, particularly those requiring a minimal time commitment. Communicate in new ways: feature a few at meetings in an automated PowerPoint presentation; post on event table tents; announce ad-hoc opportunities via opt-in mobile texting; feature a few in each e-newsletter and on your home page, Facebook page, LinkedIn group or Twitter stream.

Keep in touch with volunteers who may step out of their roles temporarily due to other commitments. Let them know they are missed and will be welcomed back in any capacity.

Your leaders and staff must be able to answer the question, “what’s in it for me?” Don’t so much sell volunteering, as listen to what members need (that’s where the inventory comes in handy) and provide them solutions (volunteer opportunities) to help them grow, learn, meet others, etc.

Consider this:

“The primary difference between volunteers and non-volunteers, when measuring what they do with their time, is the amount of television they watch. People who do not volunteer watch hundreds of hours of additional TV a year compared to people who do volunteer. It’s not that people don’t have enough time to volunteer. People do not volunteer because nonprofits do not provide them with volunteer opportunities that interest them enough to pull them away from their television sets.” (Stanford Social Innovation Review, Winter 2009, The New Volunteer Workforce)

Are your volunteer opportunities meaningful and valuable enough to pull your members away from Jack Bauer?

Make it easy for those who are looking into involvement. Publicize committee meeting times, locations and agendas on your website. Publicly encourage members to attend a meeting if they’re interested. Take the mystery out of it.

The personal ask is the most effective way to recruit a volunteer, not a passive call for volunteers. When a member is asked to help, be ready with a few options, so they can choose the one that’s best for them.

Cultivate evangelical leaders and volunteers, those with social capital, who will personally ask others to get involved, and who can testify about the benefits of their volunteer service.

What do you think about these ideas? Have you tried any of them?

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Yesterday my post on Keeping Volunteers was published. Check out SmartBlog Insights!

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The New Volunteer Manifesto Series – Part 1: The Big Picture

As part of my New Insights from a New CAE weekly column on SmartBlog Insights, I’m delving deeper into my New Volunteer Manifesto that I published here. In Part 1 published last week, I looked at The Big Picture.

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The New Volunteer Manifesto: The Big Picture

Deirdre Reid, CAE is an association consultant, speaker and trainer focusing on member engagement and social media at Deirdre Reid LLC and Leadership Outfitters. Connect with her @DeirdreReid.

I recently published a call to action for associations, a New Volunteer Manifesto. Now with your input, I’d like to dig a little deeper into that. First, here are my ideas on the big picture.

View all members as strategic assets whose talents can be shared with the association. Focus on developing ways for them to contribute their talents.

Invest in the infrastructure necessary to effectively recruit, develop, place, recognize and retain volunteer talent. You might have to admit that your current systems aren’t working as well as you’d like. What percentage of your membership is volunteering now? Your association is a community of talents — more work is accomplished with more hands on deck and more members invested in the goals of the association.

Slay your sacred cows! Can we get that on a t-shirt? Get rid of committees, programs or pet projects that aren’t moving your association toward achieving its goals. Establish sunset reviews every two or three years.

Beware the leadership bubble! Put that on a t-shirt too. Leadership can develop an insular perspective and won’t always see what members really need and value. Their view could be colored by their association service, their age or career stage. Make sure you have multiple perspectives participating in decisions that affect your membership and the future of your association.

Find new jobs for your deadwood leaders. If they’re not open to innovation and new perspectives, ease them out. Their fear of regret (for not taking a risk) should outweigh their fear of failure. If anyone says, “that’s the way we’ve always done it,” be very scared. Or, “if it’s not broken, why fix it.” Is mediocrity good enough for them? Will they even know if something is broken? If a leader isn’t concerned with the future needs of the association, or isn’t interested in growing as a leader, bid them adieu. This isn’t about a title; this is about leadership and vision.

Align committee work with association goals. Are your committees charged with goals to achieve? Are they accountable? Do they have the autonomy to choose how best to achieve those goals, or are their strategies and tactics imposed from above? Do they report back on progress made? Your committees must do meaningful work in meaningful ways to avoid stagnation.

Make all your leaders accessible to each other. Is there regular communication amongst your leadership – board members, committee chairs, and other formal and informal group leaders? Are they really a team, all of them? Are they in a position to help each other? Learn together?

Choose the right chairs. Make sure the members who are leading your association, not only the board, but also committee chairs, have the right motivations to be there. They’re not in it for the ego or title. They want to help the association achieve its goals and bring along others to help them do it. They’re enthusiastic about sharing the benefits of leading and volunteering. They have social capital — they can recruit others to get involved. They’re forward-thinking and receptive to new ideas and perspectives.

Appoint a Community officer as part of your leadership team, perhaps your incoming president, whose main responsibility is to develop and retain a huge corps of volunteers. Just as you need to focus on your budget and reserve to ensure the financial health of your association, so too do you need to focus on your volunteer corps and reserves.

What do you think about these ideas? Have you tried any of them?

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Thursday in Part 2 I’ll discuss Finding Volunteers. Stay tuned to SmartBlog Insights!

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Xtreme Communities

This post is from my weekly column, New Insights from a New CAE, on SmartBlog Insights. I really like this post and I hope you do too.

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My knowledge of evangelical churches is limited to driving by mega-churches with gigantic parking lots, the kind that cause traffic jams on Sundays. But I’m captivated by their approach to community.

Xtreme Ministries, a church in Nashville that’s also a mixed martial arts academy “where feet, fist and faith collide,” is one of a growing number of evangelical churches where ultimate fighting attracts and retains a hard-to-reach demographic – 18-34 year old men. We know this lesson – provide activities that appeal to young adults if you want them to pay attention to you.

Brandon Beals, lead pastor at Canyon Creek Church, created the church he’d always wanted as a spiritual home, a place where he’d want to hang out — one that recently had 100 men show up to watch ultimate fighting on big screen TVs. Half of them weren’t members but came because they heard about the party. Maybe they’ll also come to his lectures that draw parallels between ultimate fighting and Christ’s life, “the ultimate fighter.”

Beals says this is “not a gimmick to get 20-somethings into our church. Canyon Creek doesn’t need a gimmick to encourage them to come.” I was skeptical about that until I read his description of the church’s Culture:

  • Expect the unexpected
  • Irrelevance is irreverence
  • Love people when they lease expect it and least deserve it
  • Playing it safe is risky
  • Everyone is invaluable and irreplaceable
  • Everything is an experiment
  • The church ought to be the most creative place on the planet
  • Maturity does not equal conformity
  • Go the extra mile

Make no mistake, this is a seriously evangelical church, but they’re doing it on their own terms, in ways that are authentic to its members. In addition to services, they have cook-offs, movie nights, book clubs, yoga, sports, a Facebook fan page and podcasts, all aligned with their Core Beliefs — be Real, Relevant, Relational, Reproductive and Rousing. They’re creating an innovative spiritual community.

Are we providing Real, Relevant and Rousing professional communities for our members? I agree, being relevant isn’t enough, but here’s how their definition of Relevant:

  • Understand the emerging culture
  • Utilize creative innovative means to present truth
  • Encourage diversity
  • Willingness to change

That aims higher than our usual definition. Why do we settle? Think about it: how many communities can people have the attention, time and energy for? Maybe several, but if your association is not meeting their need for a Relevant and Rousing community, it’s not going to remain high up on their relevance scale, or their attention, time and energy scales.

Their church evolves so it remains Relevant to the community. Do our traditions, activities and ways of operating really work for everyone, or just those who actively participate? Do they prevent us from evolving? What happens if someone proposes something new? Do they dare to even do that?

Churches like Canyon Creek are successful for many reasons. Take a look at churches in your neck of the woods through an organizational development lens. You may find that they are fulfilling their primary organizational mission while remaining flexible and innovative in how they serve their members. Their parking lots are full. Are yours?

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New Insights from a New CAE

My new weekly column New Insights from a New CAE debuted on SmartBlog Insights this week. Here is the first post.

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I’ll be sharing New Insights from a New CAE with you each week here on SmartBlog Insights. Studying for the Certified Association Executive (CAE) exam gave me insight into corners of the association office that I merely peeked into before. It reignited my commitment to and fascination for this industry. Julia Child once said that she loved her job because she learns something new each day. I know what she means.

When I was working at associations, I struggled to find the time to think about the larger issues that we, and all associations, faced. My mind was overloaded by my interminable “get it done” lists – a typical symptom of those who, as the old cliché goes, wear many hats and juggle many balls. I had hundreds of bookmarked posts, piles of magazines, and unread notes from educational sessions. My mind only found the space to wrestle with these challenges while driving, chopping vegetables or before falling asleep. How many times have you scribbled great ideas down on a notepad in the dark?

Imagine the joy I took in simply reading and reflecting during my CAE studies. I had the opportunity to delve deeply into areas that I could only dip into before, and it brought me a much deeper and future-oriented perspective.

However, this new perspective is somewhat tempered by my conditioning – ten years working for trade associations. I know that “what could be” is often sacrificed for the challenges staring us in the face; that what we can realistically expect to get done is based on the limited staff, volunteer and financial resources on hand; and that change, no matter how beneficial, can be challenging. However, I fear that staying stuck because of these challenges prevents us from seeing where we could go, what we could be.

Many of our members are innovative entrepreneurs who have succeeded in starting a business and making their dreams a reality. How can associations capture some of that same spirit and create new 21st century ways of associating? Engaging our members, serving them and bonding them to us?

I believe there are lessons to learn (and inspiration to gain) from many sources, including each other. I’ve written about my CAE journey of learning. It is never-ending. I invite you to suggest topics for my weekly SmartBlog post so that we can get inspired and continue learning together.

Trade Show Swag: the Good, the Bad and the Ugly

We had a lively #assnchat on Twitter yesterday about trade show booth giveaways. I volunteered to write a summary, not realizing it would turn into the longest blog post ever. However, there’s lots of good information here from tweets and suggestions I received from Facebook and Twitter friends.

If this post isn’t enough and you want help choosing the best promotional product for your next trade show, check out Heidi Thorne’s book, SWAG: How to Choose and Use Promotional Products for Marketing Your Business.

Many of us agree on what we like to take home from a trade show. Shelly Alcorn raised an important consideration:  “What about sustainability? Can we give out cool things without just creating more junk?” Jeff Hurt recommended “contacting PPAI, the association for promotional products professionals, for green sustainable and unusual ideas.” Some of the greener ideas mentioned were:

  • Seed packets, but not for expos overseas. We like handmade paper seed packets or coasters that bloom into flowers when buried. Joe Flowers mentioned seeds that grow into “a plant with a one-word slogan on them. Very cool and geeky!”
  • Bamboo cutting boards with the exhibitor’s logo etched in — very nice.
  • Reusable shopping bags – one of the group’s favorites. They give the vendor a branding opportunity and fit the green requirement.

Vendors wants to get their brand out there, but we want good design. This is a chance to associate your brand with utility and style. We don’t want an ugly logo coffee mug, but we will take a nicely designed one, perhaps with a discreet logo on the bottom.

Dan Scheeler likes “how #tech10 posted booth giveaways in advance. I admit that will influence which vendors I visit.” 

Here’s what else we like in the food/beverage department:

  • Nalgene-type water bottles
  • Chip bag clips
  • A buddy from my old job at CBIA suggested cork screws or bottle openers, like the kind you can keep on a keychain. Surprisingly no one during the chat made that suggestion. Makes me wonder if those from the housing industry have a stronger need for this type of swag.
  • Neoprene lunch bags
  • Wine cooler bags
  • Insulated travel coffee mugs
  • Nice-looking coffee mugs
  • Drinks, wine or beer get our attention, especially when combined with comfy seating, or bottles of wine with custom labels. Speakers like them too.
  • Mints, power bars, bottled water and good candy help us get through long days at the show.

If swag can double as a gift for kids, it makes it home — rubber duckies, stuffed animals, even caricatures. Parents like the thoughtfulness of handy souvenirs.

Personal items we like:

  • Lip balm
  • Hand sanitizer in little bottles
  • Eyeglass cleaning cloths
  • For a boomer audience, magnifier eyeglasses to read show floor maps with really tiny print
  • Attractive or cool lanyards to reuse at other shows and conferences
  • One of our trade show sponsors provided lanyards with a business card holder attached. We gave them out in our Newcomers Lounge to first-timers. The buzz about them spread on the floor and thousands of folks stopped by to get one. They didn’t have a year on them, just the show name, so we used them for several years.
  • Headshots — useful for social media profiles
  • Magnetic picture frames
  • Digital photos with friends, adding a frame is even better
  • Retractable headphone/earbuds
  • Golf tees and ball
  • Keychain flashlights
  • Brightly colored luggage tags — however, luggage handle wraps got a thumbs-down. Sandra Giarde saw some particularly ugly ones that said, “I’m going to the (name removed to protect the stupid) Show!” Hmm, do you really want to announce you’re here for a convention and a likely mark for price-gouging and god knows what else?
  • Small travel mouse with retractable cord
  • iPod wraps
  • Sturdy messenger or gym bags without any tacky branding
  • Drawstring backpacks

Pens get mixed reviews. Pens with a thumb drive are okay. Dave Coriale said these bobblehead pens are big movers at his booth. A friend gives out the same logoed pens at his booth, and likes them because they double as gifts for kids. Elizabeth Derrico sent me a photo of robot pens she found today at their conference – kids (and some adults) would love those. Shelly summed up the pen issue, “Nobody wants a pen with your company name on it – I mean NOBODY.” Some people can never have enough pens but if you’re doing pens, try to make them cool.

Thumbdrives are popular with some, but others say they already have too many. Ones that stand out are those shaped like the association logo, or “with fun, informative content on it – not just a white paper or sales docs.”

Other popular office items are:

  • Post-its
  • Tape measure or ruler
  • Notepads
  • Highlighters

“The dreaded stress balls” – some like them, many don’t. I think they’re wasteful and will still be around in 2199 when we’re all in the matrix.

T-shirts get mixed reviews. Ray van Hilst said, “Lame t-shirts are bad. Funny or cool ones generate word of mouth.” Other t-shirt advice:

  • Have a mix of sizes so they actually fit attendees and don’t get relegated to the rag pile
  • Keep logos to a minimum. We don’t want to be your walking advertisements.
  • If you make it funny, we might wear it.
  • Matt Baehr suggested “using the threadless.com model on a booth giveaway t-shirt. Have members/clients submit designs. Generate word of mouth that way.”

One of my favorite swag gifts ever was a fleece top from a conference host – best to save that for your VIP clients and prospects.

Matt Baehr’s old association gave out “posters of art masterpieces that were redone to incorporate modern AV (think Whistler’s mother with an iPad). Those posters are still talked about and are in many members’ lobbies.” They used to sell them but after a few years started giving the remaining inventory away. How cool is that?

Ray reminded us that sometimes “an experience counts as a giveaway too. Chair massages get people to stop and relax,” or hand “facials.” At ASAE’s Annual Meetings, the St. Louis Build a Bear booth is always a huge hit, combining an experience with a giveaway. An experience/giveaway also happens at CalSAE’s Seasonal Spectacular every December. Marriott takes orders on site for personalized clay Christmas tree ornaments. It’s wildly popular and their booth is always crowded with attendees watching their ornament being made.

Peter Romeo told me about a conference that gave attendees Express Mail postage to ship their conference binders home. It was a sponsored perk.

Experiences, rather than giveaways, might be a more sustainable option too. Toni Rae Brotons told us about vendors at their show who did a ring toss game. The association donated money to a charity based on where the ring landed.

Helen Mosher gave us a heads-up that her colleague Maryann Lawlor was tweeting about swag from their conference. At one booth if you guessed the correct number of M&Ms in a jar, you could win a Snoopy lunchbox. In another you won prizes playing Wheel of Fortune. I’ve seen this at a restaurant in Sacramento – you spin the wheel on your birthday and have a chance at gift cards (best prize) or a bag of rice (worst but practical).

What kind of swag do you like taking home from trade shows? What do you actually use? On the contrary, what do you think is a big waste of money and resources?


If your company plans to send pre-show and post-show emails to conference or trade show attendees, don’t make the mistakes that most exhibitors do. Read these two posts to learn how to send emails that association executives will value:


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(This post includes an Amazon affiliate link. I receive a small commission if you click on the link and purchase the product.)

A Community Model

My friend Mary Nations shared a video recently that really captured me. She included it in a post about an innovative program at the Southside Regional Jail in Emporia, VA. When you watch the video, you’ll see a program that deserves to be in all correctional institutions. You’ll also see an example of the benefits that a community can bring to its members and to its host institution. There are two versions of the Community Model video created by the Center for Therapeutic Justice5 minutes and 20 minutes.

What’s going on in the Community Model? Do you see similarities to association membership, maybe not membership as you know it now, but membership as it could be?

  • These prisoners volunteered to join this community. They’re ready for change.
  • They’re bettering themselves – growing and evolving. These are life-changing experiences.
  • They support each other while learning together.
  • They listen to each other.
  • They come from diverse backgrounds and often have differing viewpoints, but they deal with it. Everyone has a voice.
  • They relish being part of something positive. They’re watching their community get stronger because of their own efforts.
  • They sometimes fail, but they accept that. They learn from their failures and figure out their own solutions.
  • The senior members mentor the newer members. They help each other work out issues.
  • Members, not staff, are the leaders and group facilitators.
  • They’re a “self-regulating community that supports the growth of its members and makes a positive impact on the institution.”

This is a community of growth that provides a meaningful experience and value to its members — a model not only for jails and prisons, but also for associations.

Our associations provide a platform for the growth of meaningful communities. Some of our members already work together to further the mission of our organizations – to help make changes in society or in the legislature, to provide educational opportunities or to help each others’ businesses thrive.

Think about the benefits of being part of a vibrant community:

  • Satisfaction from helping others or serving an industry
  • Stretching one’s skills – managing projects, public speaking, recruiting, mentoring, building teams, delegating, writing, teaching, running meetings
  • Widening one’s networks and developing new relationships, both personal and professional
  • Belonging to something good

How many of our members truly feel they’re part of a meaningful community and derive value from the community that they can’t find elsewhere? Is it only those who serve on committees or the board? Those who are in the leadership clique? Those who can meet face-to-face? How can we help all our members grow and participate in their own communities – online, face-to-face or both?

Think about communities in your life that you cherish, perhaps it’s a mastermind group, church community, social media club, coffee group or book club. What makes it so meaningful to you? Let’s become community gardeners – providing the rich soil and nourishment that will help our member communities take root and grow.

The long version of the video ends with this quote from Sir Francis Bacon: “If we are to achieve results never before accomplished, we must expect to employ methods never before attempted.” We all know this. It’s time to experiment with new ways of associating, building community, working together, leading together. New ways of associating have the potential to not only benefit our members but also to give meaning and value to association membership.