WEBVTT 1 00:00:02.270 --> 00:00:03.730 Peggy Hoffman (she, her) | Mariner: Excellent 2 00:00:03.740 --> 00:00:31.330 Peggy Hoffman (she, her) | Mariner: so welcome to eleven ways to help chapters avoid or handle a crisis. We decided to have our last webinar of this beautiful year of twenty-two on this particular topic, a large part, because we know you all are in planning mode and or in trying to look ahead to two thousand and twenty-three, and it's worth us to say to give a pause and say, Well, 3 00:00:32.040 --> 00:01:02.009 Peggy Hoffman (she, her) | Mariner: what are the kinds of things that are giving our chapters a stumble, and how do we in two thousand and twenty-three support them? So that's where we came up. That's What the genesis of this conversation Is it really is cool is that we have been doing essentially research for this um Webinar for a couple of years. Now, what I mean by that is, we've got, and I use the we word um and more about that in just a moment. A wonderful series um on the bill highway uh 4 00:01:02.020 --> 00:01:30.649 Peggy Hoffman (she, her) | Mariner: blog, where we go into some more detail. Then we will on many of these things. Um! When we wrap all of this up and go ahead and send you all materials from this Webinar. We will include those links in there, too. So who is this? We many of you know that this we is this wonderful partnership of bill, highway and mariner celebrating five years, working together to um create a community for all of you. Yes, we are. 5 00:01:30.820 --> 00:02:00.790 Peggy Hoffman (she, her) | Mariner: Um, yes, we are suppliers or vendors or supporters to the crp community. But more importantly, um, we are your greatest fans Bill Highway, of course, is all about tech solutions. It's really about chapter management it's really about uh dealing with uh financial matters in a way and data in a way that um helps Keep your chapters out of crisis. Mariner is all about relationships. Um. And we really want to build resilient components and um, 6 00:02:00.800 --> 00:02:06.469 Peggy Hoffman (she, her) | Mariner: and really help you out with your volunteers. But, as I said, our purpose is to build, 7 00:02:06.700 --> 00:02:17.599 Peggy Hoffman (she, her) | Mariner: help you build the community and to connect um folks near and far. So we've got quite a few folks here that we're connecting today, and so i'm going to invite you 8 00:02:17.720 --> 00:02:46.590 Peggy Hoffman (she, her) | Mariner: to not let this be about Bill Highway and mariner, but let it be about you. And so i'm going to do that with a couple of polls real quickly here at the start. But i'm also going to invite you to continue coming into the chat and tell us where you're coming in from, and your favorite Thanksgiving side dish um. Part of what we want to do is um well, you know, we might want to pop up Thanksgiving. No part of what we want to do is celebrate those of you who are the supporters, the raving fans 9 00:02:46.600 --> 00:03:16.590 Peggy Hoffman (she, her) | Mariner: of the chapters, volunteers and the chapter execs, and so go ahead and let celebrate each other. But let's also learn about each other. Let's see who's in the room. I'm going to ask you a couple of questions. Um, mostly, so that as we're talking we can recognize that we come from different organizations with different relationship patterns with our chapters, and that means that any advice or council or recommendation, or I. 10 00:03:16.600 --> 00:03:26.859 Peggy Hoffman (she, her) | Mariner: The idea swapping needs to be taken in the context of understanding that some transcends the relationship or authority, but some, on the other hand, does not. So 11 00:03:27.010 --> 00:03:31.939 Peggy Hoffman (she, her) | Mariner: The first question is this relationship, and, excuse me, you are jumping right in on it 12 00:03:32.620 --> 00:04:02.609 Peggy Hoffman (she, her) | Mariner: separately. Incorporate charter, separately incorporated affiliates, which means they're you know they're really kind of, you know, at a arms left, maybe wholly owned subsidiaries which means that there's not, you know there's a There's a gray line at best between them. Um! And then, of course, there's other opportunities. We see someone coming in here. Um are a legal internal component. Yes, love that um tandy, Jose, thank you. And and and yes, Kelly mashed potatoes with that green bean casserole and aside 13 00:04:02.620 --> 00:04:07.989 Peggy Hoffman (she, her) | Mariner: dish of stuffing with the brownie on this on the side side. Beautiful um, 14 00:04:08.680 --> 00:04:38.209 Peggy Hoffman (she, her) | Mariner: Jill Murphy. It is great to see your name pop up um folks. I just tell you Jill has helped us out so many times, and I I don't think I've seen her name. She must have been pretty busy the last couple of times. I maybe I missed it, Jill, but but delighted to to see you with your spuds and and gravy there. Excellent! Looks like I got most of the folks in right Now let me show you that we This is great because we are. We got representation across the board, and yes, ever absolutely combination of all the above. 15 00:04:38.220 --> 00:04:55.809 Peggy Hoffman (she, her) | Mariner: And I love that. Actually. I love what an association says. How do we create flexibility in our system? I know it could be a nightmare for the staff, but it does create flexibility for members, and ultimately we are member, base member, oriented. Gotta keep those members to the center. Um: Okay, 16 00:04:55.820 --> 00:05:01.380 Peggy Hoffman (she, her) | Mariner: all around. This is great. So let me go ahead and get get our next question up here. 17 00:05:01.390 --> 00:05:29.570 Peggy Hoffman (she, her) | Mariner: This question, because even whatever your relationship is. Sometimes there's a little bit of a flux in this, so I want to cut. Find out from you how much of forty do you have your chapters. Yes, these are Fuzzy Fuzzy, so I get that. But it's substantial. Limited a little. Let's just say none. Um. And the reason why I ask this thing is because um, all the things we're gonna talk about, it works better if you have some more substantial authority. 18 00:05:29.580 --> 00:05:52.379 Peggy Hoffman (she, her) | Mariner: Not that I think that having the having the hammer is ever a great idea. I'm sorry I'm just going to say that out loud. Um! I think that you have to have the hammer behind your back, and you have to point to it. Um! And so, even if you have full authority over your chapters, i'm not going to suggest that you come out saying that, but it does help you approach the messaging differently. Um, 19 00:05:53.020 --> 00:06:07.449 Peggy Hoffman (she, her) | Mariner: yes. So Carrie is saying that um uh separately corporate And so, parent organization, you have more control. Yes, I think it's off awesome when we have control, because it really allows us to um it. 20 00:06:07.460 --> 00:06:17.839 Peggy Hoffman (she, her) | Mariner: Well, it really allows us to nudge with a little bit more insistence. And I think that's really great Snowy Denver Leslie. No way. 21 00:06:17.850 --> 00:06:46.949 Peggy Hoffman (she, her) | Mariner: Um. So okay, let me go to the next one after I share this with you. I really like that. Um! Most of you have some kind of authority over and um, and and I appreciate the little and the let's say none. Because, uh, there are days when, even when we have substantial that we feel that we that's what we've got going. So let's go to the um, next a poll, which will be the third whoops, which will be the um third and final poll for this particular moment, 22 00:06:48.570 --> 00:06:55.400 Peggy Hoffman (she, her) | Mariner: and I want to get a sense from you of what is your and this is going to be a long list, so make sure you scroll in that bar. 23 00:06:55.620 --> 00:07:08.499 Peggy Hoffman (she, her) | Mariner: What is your uh prevalent crisis? And by prevalent I mean, these are all crises that we run into. But what's the one or two that you are really struggling with right now. Now, 24 00:07:08.700 --> 00:07:16.889 Peggy Hoffman (she, her) | Mariner: many of you. Thank you. Thank you. Thank you. Um. Did fill out the couple of questions as part of this um research. 25 00:07:16.950 --> 00:07:23.379 Peggy Hoffman (she, her) | Mariner: It's it's part of our uh development for this Webinar. And so we actually are gonna 26 00:07:23.390 --> 00:07:53.200 Peggy Hoffman (she, her) | Mariner: you're going to see some of that lean, based on that. But I really wanted to get a sense from you all what's really facing, so we can maybe maybe hone in on some of our of our um time or our comments here. Um, so we've got quite a few coming in. Um wouldn't it be great when the day comes where I could put none on this list, and y'all most of you would hit none. Um do. I think that day could come? Well, we're dealing with volunteers, probably not completely, but I think more of us could get close 27 00:07:53.210 --> 00:08:09.660 Peggy Hoffman (she, her) | Mariner: closer to none with some of the with some of the right uh approaches, so we got quite a few. Yes, it is a dream. Okay. So you know, when I can't sleep I can't sleep at night, you know. Sometimes I have to use my little imagination. Okay, 28 00:08:10.410 --> 00:08:19.069 Peggy Hoffman (she, her) | Mariner: I've got just about all of you, and some of you may still be um pondering. Um. So let me give you just another second or two here. 29 00:08:19.670 --> 00:08:21.490 Peggy Hoffman (she, her) | Mariner: It is interesting. 30 00:08:21.500 --> 00:08:42.590 Peggy Hoffman (she, her) | Mariner: Um, that your responses here are very similar to the things that we heard in the uh pre event uh questions and not surprising. They are the things I hear as I travel across the country doing chapter, leader, workshops and conferences. Let me go ahead. I think we got everybody up there. So one more pop in. Okay, Excellent. 31 00:08:42.659 --> 00:08:57.810 Peggy Hoffman (she, her) | Mariner: Um, Okay. So this is not going to surprise you at all. That struggling chapter leaders and succession challenges rank at the top, and, interestingly enough, because they rank at the top. We have so many of the other 32 00:08:58.050 --> 00:09:08.749 Peggy Hoffman (she, her) | Mariner: crisis. This is a crisis. We absolutely must come to grips with, and we absolutely must address. And we're going to talk a little bit more about that today. 33 00:09:09.060 --> 00:09:38.440 Peggy Hoffman (she, her) | Mariner: The volunteer model has absolutely changed. We need to change our systems in our programs and our support network in order to um meet that change. That is there. So. But we do have a couple of people, some legal risks, Some folks from compliance issues some folks with up uh financial mismanagement. I am delighted to see cyber security data privacy um so low on the list. Um. And of course, natural disaster. I I We put that on there because it is certainly a 34 00:09:38.450 --> 00:09:52.369 Peggy Hoffman (she, her) | Mariner: prevalent crisis, and particularly nowadays, there's more and more of that. But I did come to mind with the fact that um with the pandemic we're finally getting to a place, I feel like we're in one of our next normals. Um it isn't as it isn't as difficult. But 35 00:09:53.120 --> 00:10:08.909 Peggy Hoffman (she, her) | Mariner: yes, um, and i'm working with the health Care association. And what you said is amen plus one. It is such an issue for for for all of us. Um! And so that's why we must address the volunteer burnout situation right? 36 00:10:09.360 --> 00:10:31.050 Peggy Hoffman (she, her) | Mariner: So what I wanted to do was to acknowledge what these common crises are by really quickly going through. Um a a little bit about that, each one of these. But we don't want this to be a Let's define what a crisis is. We really want this conversation to be about. Well, how do we get around this, or how do we deal with this? 37 00:10:31.060 --> 00:11:00.830 Peggy Hoffman (she, her) | Mariner: But the eleven common crisis is that we see consistently is financial mismanagement, and this is everything that is small. By just uh spending some of the dollars, maybe a little incorrectly, or getting some of the getting some of the accounting stuff wrong? Um, but it also can be. It can also move into number two, which is financial fraud. Um. And so in both of these cases. Um, we're going to be talking about some training, some policies and procedures. 38 00:11:01.260 --> 00:11:07.610 Peggy Hoffman (she, her) | Mariner: But I feel like a large part of this is one of the systems that we're doing. These are two of 39 00:11:07.620 --> 00:11:35.220 Peggy Hoffman (she, her) | Mariner: notwithstanding the conference around the volunteers. These are two which are two of them of the most common um crises that we see in chapters, and the reason being is that most chapter leaders have the least amount of skill set in this idea of of understanding how to use finances in a not for profit organization. It's just not something they learned in high school or college, and it is something that we need to help them with. 40 00:11:35.230 --> 00:11:48.989 Peggy Hoffman (she, her) | Mariner: But they get into this place in a large part, because they are so busy and and coupled with not understanding and being so busy, it is easy for them to make decisions on the fly that have ramifications, 41 00:11:49.010 --> 00:11:56.239 Peggy Hoffman (she, her) | Mariner: the compliance issues we're talking about here. There are compliance issues with you, of course. Absolutely. Um, 42 00:11:56.360 --> 00:12:15.370 Peggy Hoffman (she, her) | Mariner: uh, uh, absolutely the um I just saw the chat. Um i'm trying to. I'm not sure who posted. Oh, Tandy did excellent um! You've experienced your present of Scott. Yes, before they became internal components. So, Tandy do I want to. We probably want to um. Maybe tap you on the shoulder um 43 00:12:15.490 --> 00:12:43.400 Peggy Hoffman (she, her) | Mariner: for some more input on that, because that is one of the greatest solutions that is at hand. It used to be something that we could not get around to. But we can get around to now with technology and the changes that have come. So i'm glad to see that you can be potentially a resource for this. The compliance is we're talking about is the compliance issues around um missing out on important um 44 00:12:43.820 --> 00:13:13.800 Peggy Hoffman (she, her) | Mariner: uh requirements related to Irs related to um the the um. The excuse me related to the Irs to the what they need to do it keep themselves legally afloat as well as compliance issues in terms of. Are they reporting appropriately to you, so that you know what is going on, and how it is going on. And again, this is going to be about um, making sure that you 45 00:13:13.810 --> 00:13:43.790 Peggy Hoffman (she, her) | Mariner: make it as easy as possible for chapter leaders to be reminded about the things that they have to do, and as easy as possible for you to be able to look over their shoulder. One of the things I mentioned about in a previous um program here was one of the cool things. When we were working with Psa, Maryland, chapter, Prsa had a portal for us to upload all of our important critical legal documents, including our nine hundred and ninety, including our 46 00:13:43.800 --> 00:13:47.270 Peggy Hoffman (she, her) | Mariner: by laws, including our State 47 00:13:47.340 --> 00:13:49.060 Peggy Hoffman (she, her) | Mariner: registration pages. 48 00:13:49.070 --> 00:14:19.060 Peggy Hoffman (she, her) | Mariner: The neat thing is by putting it there, even if the Board changed or chapter changed. There was a one repository for that, and allowed them to be able to to help chapters that were missing those documents. So how can we with the compliance issues? How can we make it as easy as possible, which, of course, bleeds in to the legal risk and and and liabilities Again, your leaders don't know anything about these. Um, The your folks are um they they they're not by nature 49 00:14:19.070 --> 00:14:49.039 Peggy Hoffman (she, her) | Mariner: uh attorneys or or or um cfos or clo. So it's really really important that we um that we that we support them with timely reminders. So the portal that um prsa used was at the time was an in they they built it. It was just a portal that they had an eight that was linked to their um, their their website, their url um. I do know another organization that is using their hire logic online community, 50 00:14:49.050 --> 00:14:56.299 Peggy Hoffman (she, her) | Mariner: and they have a designated folder for all of those things. So a couple of different a couple of different things that you could use. 51 00:14:56.310 --> 00:15:24.109 Peggy Hoffman (she, her) | Mariner: Um, I would really recommend that it be something that is connected to your website, so that you have it So they're actually giving it to you digitally, if that makes good sense to you. And the interesting thing about that is that we had logins as chapter leaders to get to just those documents. So, as the Admin. I was able to make sure they had the most up to date, I was able to make sure that it had been actually logged in. And then my chapter leaders could also see that 52 00:15:25.270 --> 00:15:47.000 Peggy Hoffman (she, her) | Mariner: cyber security and data privacy are two issues that we see consistently plague. This is everything from, and believe you. Those scammers are getting better and better. Everything from the scams right to misuse of data specifically mailing lists and not being in compliance with Gdrp. 53 00:15:47.010 --> 00:15:55.089 Peggy Hoffman (she, her) | Mariner: These are companies, are just technical issues as well as just issues facing the common person on the street. 54 00:15:55.100 --> 00:16:18.879 Peggy Hoffman (she, her) | Mariner: So we have to do consistent reminders, and the degree to which we can be their holder of the of privacy, or be their host for their website. We can really support these groups so much more in terms of in terms of um. How do we? How How do we help them avoid some of the pitfalls. I'm gonna talk about a couple of more things there as well. 55 00:16:19.270 --> 00:16:44.249 Peggy Hoffman (she, her) | Mariner: Website disasters. Oh, man, I tell you that more and more, the biggest website. Disaster, I see. Is it is a website that's never updated right, and it's clunky to get all. But there are some cases. We had a couple of cases where chapters have lost their domain because they didn't keep it registered. Um couple of cases where they had somebody um take over their website. So again, this is about. 56 00:16:44.260 --> 00:16:50.260 Peggy Hoffman (she, her) | Mariner: Can you host or provide the website? Can you do a website audit to help them understand 57 00:16:50.520 --> 00:17:09.330 Peggy Hoffman (she, her) | Mariner: natural disasters? Is um is something that is going to increasingly be in front of us. The pandemic showed us that. I want to shout out to Nayop, who did a really cool um revenue uh support Grant program coming out of of of um 58 00:17:09.339 --> 00:17:26.050 Peggy Hoffman (she, her) | Mariner: out of Covid talking about that little bit more. But this idea of how can you create um a uh a sling, if you will, or a web that supports through financial um through financial help, and sometimes just maybe roll up the sleeves. Help for your folks. 59 00:17:26.060 --> 00:17:45.909 Peggy Hoffman (she, her) | Mariner: We are going to talk about these two things in just a moment, because, as I have said, and they are the last two on the point here along with this idea of how are you outsourcing and hiring issues that one actually can support the other? Choose, if done right. So I really want us to think about 60 00:17:46.040 --> 00:18:08.120 Peggy Hoffman (she, her) | Mariner: this idea of how do we? How do we help this third column get as strong and robust as possible, so that we can be prepared, and we can um just just be able to get beyond any of the other um eight elements that are on this list. 61 00:18:08.980 --> 00:18:38.970 Peggy Hoffman (she, her) | Mariner: Um, I love that we've got several people talking about. How do you share these documents? This is a great conversation in here. Oh, let me remind you all that we always always always share the chat afterwards. There's some good links in here, but I love this open water. I mean. I really think that open water, and i'm not trying to sell it, but open water, That concept. Oh, we can do so many things we can do our chapter dashboard stuff we can do. We can do our um, our documents, submission. We can run our awards pro 62 00:18:38.980 --> 00:18:50.790 Peggy Hoffman (she, her) | Mariner: programs really, really good. And then Carrie mentioned that they have uh Microsoft accounts and teams, which I think is another, another, another really good one. Um, and and um 63 00:18:51.070 --> 00:18:58.269 Peggy Hoffman (she, her) | Mariner: Jill um. I can also um give you a connection to someone at an Igp, We're using open water for their dashboard. Okay, 64 00:18:59.500 --> 00:19:00.640 Peggy Hoffman (she, her) | Mariner: let's 65 00:19:00.650 --> 00:19:30.529 Peggy Hoffman (she, her) | Mariner: look at um. Let's walk into How can we actually uh navigate this with with our chapter. So I want to start with another poll. And this particular poll is, I want to find out from you what do you have in your toolkit already, so I've got the pull up there. What I'm asking is, do you have a chapter conflict of interest? Do you have non compliance policies and procedures. Do you have an affiliation agreement? Now notice the two differences: so pay attention 66 00:19:30.540 --> 00:19:40.460 Peggy Hoffman (she, her) | Mariner: reviewed annually or just standing. Do you have a chapter ip branding policy. Do you have policy procedures for closing or sanctioning chapters? 67 00:19:40.470 --> 00:19:56.409 Peggy Hoffman (she, her) | Mariner: Um! So just getting a sense of this. These are some common tools that um. We recommend that associations have which kind of frame some of the relationship right that you've got it. And the reason why um 68 00:19:56.590 --> 00:20:18.439 Peggy Hoffman (she, her) | Mariner: I mentioned the conflict of interest policy is that part of how are you making sure your volunteers are are are working as um as appropriately as they should. The non compliance of policy procedures is helping chapters understand where they are or not in compliance, and how they get back to compliance. 69 00:20:18.450 --> 00:20:38.429 Peggy Hoffman (she, her) | Mariner: How do we alert them that they're not with compliance? Affiliation agreements are actually the codification of the relationship. Um, Chapter Ip. And branding policy sometimes can be involved, can be it? It rolled into the affiliation agreement. I like to suggest folks that it be an add on, because then that puts it up front and and and um 70 00:20:38.790 --> 00:21:00.789 Peggy Hoffman (she, her) | Mariner: up front and keeps it Keep allows you to update it as as as as frequently as you need to, and then policy procedures for closing or sanctioning, I probably should have said, sanctioning or closing. But I, you know I hate to use the word sanctioning with with chapters, but sometimes we really do need to, if they are out of compliance right? So I've got most of you participating. 71 00:21:01.520 --> 00:21:15.219 Peggy Hoffman (she, her) | Mariner: If you don't, I didn't, you know we didn't put a none or other on here, so go ahead. If um, if if you have other things that you think are relevant or examples of them, go ahead and throw them in 72 00:21:15.230 --> 00:21:33.769 Peggy Hoffman (she, her) | Mariner: to chat. Now, i'm going to ask for one more thing, and this may be tough, but if you have samples of any of these you feel would be useful to share. Go ahead and um and share those you should be able to. Now let me make sure I do this. You may not be able to share them here, but you could, so i'm looking Sometimes You can um 73 00:21:34.120 --> 00:21:38.230 Peggy Hoffman (she, her) | Mariner: excuse me while I ponder over here, can I? Yes, 74 00:21:38.330 --> 00:21:39.460 Peggy Hoffman (she, her) | Mariner: um 75 00:21:39.970 --> 00:21:45.869 Peggy Hoffman (she, her) | Mariner: you can. You can share it right in chat, and or you could send it to me or to Sarah. 76 00:21:46.610 --> 00:22:03.490 Peggy Hoffman (she, her) | Mariner: All right, I think all the popcorn has uh is completed. Here are the results. So. Um the I I want to applaud the eleven who said affiliation to a group of uh agreement reviewed annually. I want to applause you 77 00:22:03.660 --> 00:22:12.360 Peggy Hoffman (she, her) | Mariner: round of applause everybody. An affiliation agreement that is standing sounds like it would be less work, but it also makes it less effective. 78 00:22:12.470 --> 00:22:13.700 Peggy Hoffman (she, her) | Mariner: Bottom line. 79 00:22:13.710 --> 00:22:36.180 Peggy Hoffman (she, her) | Mariner: Affiliation. Agreement, when done right is not a long and lengthy document, but it is a It is a handshake between you and your chapters. If you are completely independent, then it looks a little different than if you are completely internal. And there are variations in all along that that that that line, that continuum. 80 00:22:36.190 --> 00:22:42.170 Peggy Hoffman (she, her) | Mariner: The affiliation agreement says this is how we're going to work together. One things I just talked about. Um. 81 00:22:42.250 --> 00:22:59.109 Peggy Hoffman (she, her) | Mariner: One of the things I just talked about um with a group of volunteers is, we were, we were saying, effective practices for volunteer boards are to, and you can apply this to any volunteer group or to start with a um a community agreement. 82 00:22:59.180 --> 00:23:19.439 Peggy Hoffman (she, her) | Mariner: It's the norms for the group. The affiliation agreement is your norms or your community agreement with your chapters. So and I I just saw a comment. So let me let me. Maybe I need to. Um. Maybe I need to. Uh clarify a little bit more of the two differences there. I feel like I may not have um been as clear as possible. 83 00:23:19.450 --> 00:23:20.990 Peggy Hoffman (she, her) | Mariner: I'm talking about 84 00:23:21.100 --> 00:23:26.529 Peggy Hoffman (she, her) | Mariner: when I say reviewed annually, reviewed annually with the chapters versus we just let it go. 85 00:23:26.640 --> 00:23:47.490 Peggy Hoffman (she, her) | Mariner: We might have to review it every couple of three years, but we're not going to remind the chapters we're not going to have them resign it. We're not going to. We're not going to um or orient, or on board. What's in that? Um. What i'm. What is really important with the affiliation agreement, is, it is not a document in a folder on your website, 86 00:23:48.410 --> 00:23:56.419 Peggy Hoffman (she, her) | Mariner: your sharepoint, and it's not a document in a binder in the past past, past, past, past, past, past past presidents. 87 00:23:56.620 --> 00:23:58.899 Peggy Hoffman (she, her) | Mariner: Um garage, 88 00:23:59.830 --> 00:24:01.840 Peggy Hoffman (she, her) | Mariner: if that makes sense right. 89 00:24:02.160 --> 00:24:06.800 Peggy Hoffman (she, her) | Mariner: Yes, Alexa, that is exactly what I am talking about. Um, 90 00:24:07.410 --> 00:24:17.119 Peggy Hoffman (she, her) | Mariner: yeah, I i'm just telling you that that that is a goes a long way to us, having at our fingertips 91 00:24:17.130 --> 00:24:29.580 Peggy Hoffman (she, her) | Mariner: um, and an opportunity to uh bring folks back into the fold, if you will, to remind them that if you're a chapter, this is how this is. This is the sandbox we're in, and how we're going to play. 92 00:24:29.640 --> 00:24:32.310 Peggy Hoffman (she, her) | Mariner: All right, Let's talk about. 93 00:24:32.970 --> 00:24:36.180 Peggy Hoffman (she, her) | Mariner: Let's talk about some things we can do now. Some of these, 94 00:24:36.210 --> 00:24:54.159 Peggy Hoffman (she, her) | Mariner: not a lot needs to be said about this first one. You all are seasoned crps. You all are constantly working on your relationship. I get that. I love it. I want to do a shout out. Somebody mentioned two webinars ago that their open door policy was. They actually listed. 95 00:24:54.800 --> 00:25:19.389 Peggy Hoffman (she, her) | Mariner: My phone line is open, and there was a set day every week um for a certain set of hours. Um! And they just let people know. Listen, Hey, If there's no other time, you know, you can get me and make sure they were absolutely present. Love that open door policy. I think somebody else does that from teams they just set up. They just open up a team and people can pop in um. Consider in two thousand and twenty-three to build that relationship by being open and present. 96 00:25:20.350 --> 00:25:34.049 Peggy Hoffman (she, her) | Mariner: Um we've talked about fun at a time-saving technology many, many times in many, many ways. Um, listen. The goal here is to automate repetitive tasks like that 97 00:25:34.120 --> 00:25:39.950 Peggy Hoffman (she, her) | Mariner: like some of those financial aspects and then eliminate or minimize reporting. 98 00:25:40.200 --> 00:25:44.990 Peggy Hoffman (she, her) | Mariner: This allows them to spend more time on programming and developing member value. 99 00:25:45.300 --> 00:25:58.229 Peggy Hoffman (she, her) | Mariner: Um, I've seen this be done a lot of different ways. Um, Nigp is rolling out in a pilot program a really incredible um website with the data sharing backbone of it. They know that 100 00:25:58.240 --> 00:26:08.390 Peggy Hoffman (she, her) | Mariner: keeping the websites up to date is a struggle. So they are going to They They've created a template that actually populates with some stuff that has lots of opportunities for chapters. 101 00:26:08.400 --> 00:26:36.769 Peggy Hoffman (she, her) | Mariner: Another group that i'm working with a group of nurses. They're getting ready to do the bank that that that that um Pandy Joe just talked about really saying, How do we take the financial lift off? Aad did a combination of those things back in the uh, back in quite a few years ago, including this idea of streamlining the um application for getting Ceos, so that it wasn't such a burdensome thing. That's what we're talking about. We talk about a saving technology. 102 00:26:36.780 --> 00:26:38.100 Peggy Hoffman (she, her) | Mariner: You can 103 00:26:38.190 --> 00:27:06.370 Peggy Hoffman (she, her) | Mariner: go from everything to giving them some kind of access to your Ams or crm things to actually providing them with the share with it with a platform that that they can use across the system. You can actually do something, I I, you know, just going to shout out because Bill Highway is absolutely one of the one of the chapter banking um technology options that is out there. But there are website templates. There are marketing software the degree to which 104 00:27:06.660 --> 00:27:08.599 Peggy Hoffman (she, her) | Mariner: you can invest 105 00:27:08.720 --> 00:27:16.269 Peggy Hoffman (she, her) | Mariner: the resources you have available to doing this you will minimize lots of compliance issues. 106 00:27:16.610 --> 00:27:22.429 Peggy Hoffman (she, her) | Mariner: We talked quite a bit on the post on financial fraud. By the way, about chapter banking. 107 00:27:22.830 --> 00:27:42.600 Peggy Hoffman (she, her) | Mariner: We have talked and talked and talked about online training for chapters. Um, and I absolutely. I I know you all know that education is the is the best prevention. Keep in mind that. Um that they're running a small membership organization really without the benefit of all the experience that we have. 108 00:27:42.610 --> 00:28:12.130 Peggy Hoffman (she, her) | Mariner: So I just like to put this up here, because if you haven't already gone and said, how can I do this differently. It's really going to be useful for you to to go back. Go to your archives, find some stuff that you did last year and package it um more shortly. We just did a on an in-person workshop for the Crp community. And one things I did. Following that workshop was a very condensed quick little video that um that pulled all of those key points together. 109 00:28:12.320 --> 00:28:25.350 Peggy Hoffman (she, her) | Mariner: Um, I've done that for other clients. I'll do a longer webinar like this where we've got chat and all, and then I will do a um. I will do a smaller one that allows them to have the five key points that that that are used and come out. 110 00:28:25.450 --> 00:28:41.250 Peggy Hoffman (she, her) | Mariner: So my point to this is, Let's let's really think about how we can do this differently. Um! Oh, by the way. Go to Camp Ca. Mft. There the California Marriage and Family Therapist Association just launched 111 00:28:41.260 --> 00:28:55.419 Peggy Hoffman (she, her) | Mariner: a new website with a really cool Chapter leader resources Most of it. You can just get on that site and see. Did a lot of thinking talked with some chapter leaders, I mean, I just. I really love it. So enough said by that. 112 00:28:55.620 --> 00:28:56.560 Peggy Hoffman (she, her) | Mariner: Now 113 00:28:56.690 --> 00:29:11.309 Peggy Hoffman (she, her) | Mariner: I'm going to suggest, and in addition to that, the other thing we have to do is we have to get better at at posting pure education and networking sessions. I want you to think about this, not just from um, the standpoint of virtual. 114 00:29:11.320 --> 00:29:30.980 Peggy Hoffman (she, her) | Mariner: But where do you find other ways to do. Quick meet up with chapter leaders. It's your annual conference at a regional conference. Um, you know. I'm just gonna suggest that you that you really say to yourself, How can I create more connection points between chapter leaders? Um. I want to suggest that 115 00:29:31.100 --> 00:29:37.859 Peggy Hoffman (she, her) | Mariner: that you don't have to leave that much of this I've been watching um Jennifer's definite, and I gp for the last two years, 116 00:29:37.870 --> 00:29:52.860 Peggy Hoffman (she, her) | Mariner: and she does the she starts. She welcome. She gives them a couple of quick updates, and then lets them go from there. It's not. It's not as huge a lift. She gets lots of notes out of it, and it really helps her sort of take a look at this. Now, one of the things that we've done with camped 117 00:29:52.870 --> 00:30:19.980 Peggy Hoffman (she, her) | Mariner: is we've done a couple of when they do their big virtual conference for their chapter leaders. Um, we do two small um meet ups afterwards. Afterwards we did the same thing with Nigp. I just wanted to. I want you to think about How in the world can we change this up to get folks talking to each other? The most amazing thing I've heard, and I just came back from a chapter leader of a fabulous uh time that we just had, 118 00:30:19.990 --> 00:30:34.209 Peggy Hoffman (she, her) | Mariner: and the thing I heard over and over again was, I didn't know that you have that same problem, and I know we can send them emails, and I know we can do Webinars for them, but they got discovered, and of themselves 119 00:30:34.530 --> 00:30:50.249 Peggy Hoffman (she, her) | Mariner: so out of curiosity. Here I am telling you how to cry, create learning opportunities. Um, i'm curious as to how you like to do learning, So talk to me real quickly here. If we were going to do some stuff for crps in two thousand and twenty-three, 120 00:30:50.260 --> 00:31:05.800 Peggy Hoffman (she, her) | Mariner: what's what? What would you? How would you like to be able to um? How would you like to be able to um to connect virtual Webinars virtual workshops. What's the difference between a webinar and a workshop? A webinar is our right like here. A workshop is 121 00:31:05.810 --> 00:31:35.239 Peggy Hoffman (she, her) | Mariner: like we've done several workshops. Or we do like a two hour, or we do a couple of a couple of one hours in a row in person. Workshop. Oh, my gosh! We had so much fun in Chicago and Dc. Last month a full day conference, and then maybe it's really about posts and white papers and videos. Um! And how about ideal swast peer-to-peer, sharing as one of those concepts I've been thinking about for quite a while can we can we institute kind of like a first Tuesday of the month. Um morning coffee or something, anyway. 122 00:31:35.250 --> 00:31:40.850 Peggy Hoffman (she, her) | Mariner: Yes, Carrie love seeing you. Um! Um! 123 00:31:40.910 --> 00:31:59.759 Peggy Hoffman (she, her) | Mariner: Yes, it was. Yes, it was. Yes, it was um yes, providing variety is the most important. And I think that's one things we're going to learn here. So, anyway, just keep uh just doing that. I really want to um to Just you know we're going to be in a in a planning um and a planning mode, and just love to hear how you like to do this. 124 00:32:00.390 --> 00:32:03.850 Peggy Hoffman (she, her) | Mariner: Have you done this poll 125 00:32:04.000 --> 00:32:06.130 Peggy Hoffman (she, her) | Mariner: at one of your chapter, 126 00:32:06.350 --> 00:32:07.579 Peggy Hoffman (she, her) | Mariner: meet ups 127 00:32:07.720 --> 00:32:19.590 Peggy Hoffman (she, her) | Mariner: so i'm trying to. I'm trying to also give you ideas here like you should do this. Now, here's an example, and wasn't it great. You all jumped right in to do this. Let me just show you what you've got. 128 00:32:19.830 --> 00:32:30.119 Peggy Hoffman (she, her) | Mariner: Um! I love it. I love it all over the place. That is what I absolutely love. Nice to know. There are people that want to do each and every one of these awesome. Okay, 129 00:32:31.580 --> 00:32:32.910 Peggy Hoffman (she, her) | Mariner: let's continue. 130 00:32:33.290 --> 00:32:39.840 Peggy Hoffman (she, her) | Mariner: Number five is create chapter procedures and policy. I don't have to go. I I Okay. 131 00:32:40.120 --> 00:33:10.059 Peggy Hoffman (she, her) | Mariner: We put this here largely because we know that this is important, and we also know that some of you have already done it. And why should you reinvent the wheel? So this is actually my way of saying, If you've got a policy or procedure, particularly around those four elements, because those are the four that we don't have very many of cyber security, financial controls, data, privacy, conflict of interest. Um. But if you have any policies or procedures that you're talking, that we love la blah blah blah blah blah 132 00:33:10.070 --> 00:33:12.819 Peggy Hoffman (she, her) | Mariner: to um hear from those, 133 00:33:12.970 --> 00:33:16.870 Peggy Hoffman (she, her) | Mariner: you know I mean I I know this is um 134 00:33:17.470 --> 00:33:24.480 Peggy Hoffman (she, her) | Mariner: I I know that we're all busy, So why should we recreate when we can do it and we can do it? Um again. Okay, 135 00:33:24.490 --> 00:33:42.659 Peggy Hoffman (she, her) | Mariner: Number six. And this one is one that um, admittedly. Um. I found the real value of it. Um! Through my work with with camped. I don't know if um Michelle may not be on on the call today. But, uh, what if 136 00:33:42.900 --> 00:33:48.440 Peggy Hoffman (she, her) | Mariner: some of us have chapters that actually have some money, and I know that is Cr. Piece we have to be able to. 137 00:33:48.920 --> 00:33:50.929 Peggy Hoffman (she, her) | Mariner: We have to have some budget, 138 00:33:51.020 --> 00:33:59.389 Peggy Hoffman (she, her) | Mariner: and sometimes we have to do a show. The Ceo that there's some that we can get paid for some of the services. Um, uh, 139 00:33:59.640 --> 00:34:05.140 Peggy Hoffman (she, her) | Mariner: someone said, can't Sarah? This from Yeah. Okay. Um. 140 00:34:07.530 --> 00:34:10.149 Peggy Hoffman (she, her) | Mariner: Okay. Um, 141 00:34:11.179 --> 00:34:19.290 Peggy Hoffman (she, her) | Mariner: I'm. Just i'm sorry guys. I'm going back and forth. I you know I re-tech I We We chat. Okay, so. Um, 142 00:34:19.560 --> 00:34:48.109 Peggy Hoffman (she, her) | Mariner: there's a couple of ways you could do. This One is to say, look here is a series of services that we offer. You could even say that if you're in crisis, you get the service for free. If you are sustaining um chapter, and you really want to um. Just get even better. Then there's a There's a slight fee, and this fee is to offset the development of leadership, to training and and resources that we do so. It's, you know you're showing them the value like, Why pay for this? But you're also giving away some of it free, maybe, and some examples are 143 00:34:48.120 --> 00:34:59.940 Peggy Hoffman (she, her) | Mariner: Um, Maybe it's a Maybe you come in and you do an audit of a chapter function right? And then work them to develop a plan. Maybe it's a website audit, or, as we did with um with camped is 144 00:35:00.170 --> 00:35:13.180 Peggy Hoffman (she, her) | Mariner: um. They hired two of us. I was doing one on one coaching with boards, and they had a Dei person doing one on one coaching with um with, on, on, on, with, with with groups on Dei 145 00:35:13.190 --> 00:35:39.839 Peggy Hoffman (she, her) | Mariner: fabulous. They ran it for the full year. Chapters were able to um. Were able to, you know, Raise the hand, we wound up, getting from that one on one coaching a group of group that when we kept talking about data that they didn't like, we don't know how to use this data. So it morphed into a data sharing project. Anyway, it was I'm just going to suggest. It's a different way of us approaching, and I know most of you say. Well, we offer the service of strategic planning 146 00:35:40.540 --> 00:36:08.900 Peggy Hoffman (she, her) | Mariner: Beautiful. The problem is that strategic planning only works. If there is an Oph behind it. To make that plan come to life, they need to have solid um uh functionality. They need to have the appropriate group spirit. They need to have engage volunteers to take that plan. We spend time going out there and putting them through a strategic plan which becomes a wish list for most chapters, not an action list. 147 00:36:08.910 --> 00:36:24.540 Peggy Hoffman (she, her) | Mariner: And so i'm just going to suggest. If you're going to get, if if you've got Budget to go out to chapters, why, don't you go out the chapters and do something That's in the moment that will change a function, support them, change them in a in a bigger bone away. All right. That's just That's 148 00:36:24.580 --> 00:36:43.420 Peggy Hoffman (she, her) | Mariner: just a thought. There. Um. We spent a wonderful time, and I saw some folks that said they they were the they were at the In-person meeting. Go ahead, if you can remember something that came out of it. Throw that into chat. Um! We spent a wonderful day talking about. 149 00:36:43.430 --> 00:37:13.420 Peggy Hoffman (she, her) | Mariner: How do you shift from a checklist to a self assessment. How do you shift from being watchdog to coach as a way of helping chapters approach um at being in compliance and being sustainable? We showed the Igp story, which was about using an open water platform for a A. For a dashboard. I'm happy to talk it through it with anybody if they would need it. What's really cool about this is not only do you um switch the conversation 150 00:37:13.430 --> 00:37:17.620 to having them self-assessed and set their goals against 151 00:37:17.630 --> 00:37:45.700 Peggy Hoffman (she, her) | Mariner: effective practices or best practices, right? But you can actually embed instructional evaluation. And what does that mean? It means So, for example, on the website checklist, you can help a chapter by asking questions that actually lead them to assuring their site, meets information requirements, provides functionality needing optimal usual experience complies with procedures for domain rental and those kinds of things. In other words, 152 00:37:45.710 --> 00:37:51.650 Peggy Hoffman (she, her) | Mariner: your self-assessment is embedded with. This is the best way to do it right. 153 00:37:51.710 --> 00:38:02.269 Peggy Hoffman (she, her) | Mariner: Um I also want to suggest to you that this can be part and parcel of a data sharing analysis project if you do not have access to their engagement data, 154 00:38:02.640 --> 00:38:24.370 Peggy Hoffman (she, her) | Mariner: and they probably don't know how to use their engagement data. This was a process that helps open the door to be able to um. In fact, share data which makes all of us richer, and if you did the show, the benchmarking, if you go back and look at the benchmarking set of um workshops afterwards, you will see us use the data over and over and over again. 155 00:38:24.380 --> 00:38:25.399 Peggy Hoffman (she, her) | Mariner: Um, 156 00:38:26.000 --> 00:38:37.049 Peggy Hoffman (she, her) | Mariner: i'm loving, seeing that um folks are talking about using the Lms for chapter leader training. That is great. Um, I love seeing that. Um! 157 00:38:37.170 --> 00:38:42.880 Peggy Hoffman (she, her) | Mariner: Yes, Shelly. Oh, my gosh! I you know what. Let's put that on our folk up. 158 00:38:43.210 --> 00:38:58.940 Peggy Hoffman (she, her) | Mariner: I'm ahead of myself. We're going to be asking some of you if you want to be involved in a focus group to look at two thousand and twenty-three. Let's put that idea on our on our discussion point for that. What are we doing for time, folks? Okay, we've got good. We're already at seven. Let's go to eight. 159 00:38:59.700 --> 00:39:11.280 Peggy Hoffman (she, her) | Mariner: Listen, If you all have really cool examples of any of these, or even if they're you think they're mediocre. Or if you say we've been doing this for years. How could this be new? Go ahead and share 160 00:39:11.380 --> 00:39:17.470 Peggy Hoffman (she, her) | Mariner: this chat? Has got so many awesome things in it. So keep doing that. Um 161 00:39:19.880 --> 00:39:21.129 Peggy Hoffman (she, her) | Mariner: nice. 162 00:39:21.390 --> 00:39:23.410 Peggy Hoffman (she, her) | Mariner: Yes, absolutely 163 00:39:24.270 --> 00:39:29.810 Peggy Hoffman (she, her) | Mariner: yes. So there you're employing the regional vp. So then my question is, um, 164 00:39:31.140 --> 00:39:37.479 Peggy Hoffman (she, her) | Mariner: hey? Did the do the regional vps? How do you train them to make sure 165 00:39:37.790 --> 00:39:56.810 Peggy Hoffman (she, her) | Mariner: they are doing an assessment that makes a difference for their chapters. So just go ahead and and and share a little bit about that as well. I mean one of the things that we have found. Um is uh well within igp. We put the ambassadors through the same training with the chapters. Why? 166 00:39:56.820 --> 00:40:07.980 Peggy Hoffman (she, her) | Mariner: Um. Because sometimes there's a disconnect, Sometimes an Rvp. Remembers what they did successfully, and they think they should apply that to everybody, and i'm not saying, that's the case in any by means at all. Um, Jill. But 167 00:40:07.990 --> 00:40:17.660 Peggy Hoffman (she, her) | Mariner: um! We put them through the same um training which was really useful, I think, in them being able to um to to work more 168 00:40:18.070 --> 00:40:19.509 Peggy Hoffman (she, her) | Mariner: effectively. 169 00:40:20.910 --> 00:40:33.300 Peggy Hoffman (she, her) | Mariner: Yes, Kari, you do want to uh spice that up a little bit in order to get people to focus on that. All right. Let me put my attention to the slide in front of us right now. Provide a budget match to chapters. 170 00:40:33.310 --> 00:40:53.889 Peggy Hoffman (she, her) | Mariner: I picked this up all so many years ago from the Cpa. From the um financial, the certified financial planners. Um, that the time the uh Crp, who's a brilliant crp has moved on to some other really cool things. Uh had gone and said, You know, if you want the chapters to do certain things, we ought to create 171 00:40:53.900 --> 00:40:56.640 Peggy Hoffman (she, her) | Mariner: the budget match around that. So 172 00:40:56.780 --> 00:41:26.729 Peggy Hoffman (she, her) | Mariner: what they were saying was, Um, you want to um. We want them to do a certain uh policy initiative or a certain um publicity initiative. So he went to each of those departments, and he said, I want you to put in your budget grants for chapters, and they did so. He he found the dish, the option to be able to support specific priorities. The chapter level um uh Another organization in the real estate market did this. They do a matching fund like 173 00:41:26.740 --> 00:41:50.239 Peggy Hoffman (she, her) | Mariner: you can get this to do to do something, but you got to come and match it, and I've seen that matching like, Let's say, let's say you have a you you need um, you know eight thousand to do this. We're going to give you four thousand, or they set it up so that will give you up to x percentage of your butt of what you need, and you're going to put you're going to put the rest of it. It really creates some sort of skin the game. 174 00:41:50.460 --> 00:41:57.999 Peggy Hoffman (she, her) | Mariner: I know that. Pmi. Does some of this. I know that these I've mentioned. The financial planners do it? I know I prefer. Nayop, does it? 175 00:41:58.330 --> 00:42:15.829 Peggy Hoffman (she, her) | Mariner: Quite a few folks actually um do something like this if you Haven't already considered it, and you're in the mode of budget practice budget right. Now go to your um other departments and say, what pro what are your goals. Did you know 176 00:42:15.840 --> 00:42:30.830 Peggy Hoffman (she, her) | Mariner: the chapters could support the goal in order for them to support the goal? What can you give me to give them? By the way could we make that in the form of a grant? So you're not saying, Give money to the chapters, you're saying, What's your goal? 177 00:42:30.840 --> 00:42:38.840 Then you, as the expert on crps can say, Did you know chapters can help you meet that goal in this way? 178 00:42:39.070 --> 00:42:53.999 Peggy Hoffman (she, her) | Mariner: That person says Cool. How does that happen? This is what is needed. You are building um two things right. You're building a a way of supporting the chapters from a different someone else's budget, Someone else's pocket, 179 00:42:54.010 --> 00:43:07.140 Peggy Hoffman (she, her) | Mariner: but also as importantly, you are elevating the the potential role for chapters in your organization by tying them to the many goals and priorities of the organization. 180 00:43:07.530 --> 00:43:08.660 Peggy Hoffman (she, her) | Mariner: So 181 00:43:08.790 --> 00:43:36.459 Peggy Hoffman (she, her) | Mariner: it and it the second point here. Um second Checkmark point is. It's also part of building that trust which goes back to the very first suggestion, we said, which is, build the relationship. And so every time you give chapter something that is meaningful and supports their sustainability and growth you put you're putting money in the trust bank. When you put money in the trust bank. If something happens you've got you can. You can weather a withdrawal from that trust no money in the trust bank. 182 00:43:36.860 --> 00:43:39.600 Peggy Hoffman (she, her) | Mariner: You can't weather any bumps. 183 00:43:42.160 --> 00:44:11.020 Peggy Hoffman (she, her) | Mariner: All right. Jill's put up right a bit in there. She provides with. So I love it, Jill. So you're really supporting them and understand what questions to ask. And you're also and you're also um giving them some form, so that you get a report back. Thank you for filling that in. Appreciate it. A lot of words to type. But um, remember, the chat is shared. So, being able to have your voices through the chat is going to be really useful. Number Nine Distribute how to resources. 184 00:44:11.570 --> 00:44:13.189 Peggy Hoffman (she, her) | Mariner: Um. So 185 00:44:13.260 --> 00:44:31.109 Peggy Hoffman (she, her) | Mariner: this is obviously not going to be um necessarily a surprise uh to be on here, but a couple of things that I really want to highlight Um Number number one is Don't. Try to do everything. Okay, What I want you to do is you now know 186 00:44:31.120 --> 00:45:00.970 Peggy Hoffman (she, her) | Mariner: right? You know what the but the real, the real um crisis burn points are. I want you to think about doing the resources or the tools specifically for those point burn points. Why? Because if it's a hot hot button point for your chapters. They're more likely to grab that resource when you offer it, and consider it if it's not something that's on there on their horizon. Right now, then, it's just something that goes into your file. It goes into you on your portal, and it gets lost. So 187 00:45:00.980 --> 00:45:05.259 Peggy Hoffman (she, her) | Mariner: I want this to be as tangible, or in the moment use as possible, 188 00:45:06.050 --> 00:45:32.090 Peggy Hoffman (she, her) | Mariner: but also Don't, waste time on stuff that that is not high risk, and so high risk or not associated with the priority for your organization. So make sure that you're weighing what you're going to do, and how you're going to do it. This is not the more tool kits and checklist. Secondly, I really want you to where you can do do um do. Two things are really important. 189 00:45:32.100 --> 00:45:35.990 Peggy Hoffman (she, her) | Mariner: Um. Chapters Trust other chapters before they trust you 190 00:45:36.600 --> 00:45:45.269 Peggy Hoffman (she, her) | Mariner: bottom line, bottom line. It doesn't really matter how we want to talk. This chapters trust their peers, they trust you. Secondly, there could be some 191 00:45:46.040 --> 00:46:01.180 Peggy Hoffman (she, her) | Mariner: some variations on that. But you understand I was saying so. Highlight examples from chapters something I love that. Um, I believe it was. Cai. If i'm wrong, somebody correct me? Um! They were helping. This is back when we're talking about bright spots. 192 00:46:01.690 --> 00:46:30.729 Peggy Hoffman (she, her) | Mariner: They actually um took a success story on running a golf tournament in a time of of Covid created a a sheet that captured what that group had done and provide to all hope. I've got the right group. Um, if that in any case Yes, good in any case. Ca: I just incredible things like this. So I figured, even if this wasn't the right one. I I I just given you a positive show what I love about that It wasn't like this is what we're telling you to do. 193 00:46:30.740 --> 00:46:43.710 Peggy Hoffman (she, her) | Mariner: No, no, no, no! It was like we found a bright spot. They solve this. Let us show you how to use their formula, if you will, so that's number one and number two. This is your opportunity to to 194 00:46:43.720 --> 00:46:55.310 Peggy Hoffman (she, her) | Mariner: match the resources that you offer to the moment right? So one things I learned in the camp to one on one coaching is, we found out over and over and over again 195 00:46:55.460 --> 00:47:09.350 Peggy Hoffman (she, her) | Mariner: that um on these coaching calls, how many resources that the Chapter leaders didn't know about, and one of the things that I was talking with Michelle about, and i'm sure she doesn't mind me sharing this because she and I were like, Whoa! Is that? 196 00:47:09.360 --> 00:47:36.429 Peggy Hoffman (she, her) | Mariner: Um! You can give lots of resources, and I do like their chapter play, but you have lots of resources, but those resources get buried. Um, and and then all of a sudden i'm in a moment, and I don't know where to look, and i'm in a moment, and i'm also juggling my day Job and i'm doubling my family, and I don't have time to go looking, so we need to match things so that we can get them in the hands of people at the moment of need. 197 00:47:36.440 --> 00:47:54.359 Peggy Hoffman (she, her) | Mariner: Your tip sheets on a specific crisis point that you can, when you see a chapter headed into a crisis or experiencing a crisis, you send it, and it cross matches to your um resources available. And here's the bonus 198 00:47:55.290 --> 00:48:04.460 Peggy Hoffman (she, her) | Mariner: relates to, or affirms their minimum requirements or legal requirements. In other words, all the training in the world 199 00:48:04.600 --> 00:48:14.579 Peggy Hoffman (she, her) | Mariner: before something happens. It's not nearly as effective as what do I do now? And That's what I'm suggesting is your how to resources, or answering the question. 200 00:48:15.520 --> 00:48:22.619 Peggy Hoffman (she, her) | Mariner: Don't. Think of these as they're going to keep people out of trouble. Think of these largely as in the moment. Okay, 201 00:48:22.870 --> 00:48:44.469 Peggy Hoffman (she, her) | Mariner: Um. One of the things I want to mention is that if there is a pain point that people are dealing with you. Don't, have to have the answers. You do understand that you can get a little task force or a little work group together to engage leaders in developing it. The best example I have of this was getting um next Jen involved, and they didn't go to chapter leaders. They actually went to their next Gen. Committee. They had it there, 202 00:48:44.650 --> 00:48:57.669 Peggy Hoffman (she, her) | Mariner: community, and they ask for a group of people to come together to talk about how chapters, how they could create a resource for chapters. So you don't have to do it. You have to be the facilitator Number ten. 203 00:48:57.680 --> 00:49:14.990 Peggy Hoffman (she, her) | Mariner: Um. This is kind of a fun one. We've actually heard Some people do this. Um, you know. Go ahead and find some local professional services. You don't have to do everything for your chapters. You just have to be the go to for information. You have to be the ultimate networker, the ultimate connector. 204 00:49:15.000 --> 00:49:31.489 Peggy Hoffman (she, her) | Mariner: So what you might do is, hey? Pick up the phone talk to a couple of the Amc's out there where we're a small Amc: So uh uh, you know i'm not. I'm not looking for business, but i'm talking about some of the Smith Bucklands or the Association Headquarters. Um. Those kinds of folks who have 205 00:49:31.700 --> 00:50:01.639 Peggy Hoffman (she, her) | Mariner: who have offices in many places ask them what kinds of association management services. Do they offer one up for small chapters? One things we're doing with another client is, we're actually putting together an Rfp. Um for a pilot project where they're going to hire an Amc. To handle a number of the chapters and to see if there is, you know, kind of a one stop shop for for for the organization. So i'm just going to suggest that going out there. When you have a little bit of time, call up talk 206 00:50:01.650 --> 00:50:07.009 Peggy Hoffman (she, her) | Mariner: to some folks posted on the Association Management Collaborate discussion. 207 00:50:07.050 --> 00:50:14.870 Peggy Hoffman (she, her) | Mariner: Um, If any of you have any of these of these local folks go ahead and connect and Don't forget 208 00:50:15.120 --> 00:50:34.239 Peggy Hoffman (she, her) | Mariner: to connect your chapter to chapters of associations that could be supported. Don't. Forget. If you are a chapter, you can connect them to the Cpa local chapter in the area. If you look many patterns, connect them to the local meeting planners. International chapter. If you are a um, 209 00:50:34.610 --> 00:50:50.829 Peggy Hoffman (she, her) | Mariner: if if If there's a legal, connect them to the local Um law. The The The local legal chapter put chapters together because they can ultimately benefit each other, and Number eleven. 210 00:50:51.820 --> 00:50:54.829 Peggy Hoffman (she, her) | Mariner: Address the volunteer drain. All right. 211 00:50:55.450 --> 00:50:57.500 Peggy Hoffman (she, her) | Mariner: I'm going to suggest 212 00:50:57.560 --> 00:50:58.810 Peggy Hoffman (she, her) | Mariner: that 213 00:50:58.850 --> 00:51:22.449 Peggy Hoffman (she, her) | Mariner: the main way that we're going to address the volunteer drain is all the things we've talked about, give them more support. Let them feel like they're not in it alone. Alleviate the burden, but at the end of the day the root of the problem is, they don't have enough people, and in order for us to get enough people, we have to help them rethink the volunteer model at the local level. 214 00:51:22.640 --> 00:51:42.230 Peggy Hoffman (she, her) | Mariner: We have to get them to stop thinking about committees of one and start thinking about work teams, micro ad hoc and episode. Now we can't just talk to them about it. We have to actually sit with them, hold their hand and help them absolutely help them Um! Work this through their system. 215 00:51:42.260 --> 00:51:55.489 Peggy Hoffman (she, her) | Mariner: I've done that with the chapters here that we manage. I've seen other a cr piece. Do it with their chapters, and it works. We can't just simply talk to them about the virtue of micro volunteering. Why is this important? Because 216 00:51:55.500 --> 00:52:05.939 Peggy Hoffman (she, her) | Mariner: folks that are busy with kids and they're busy with their job, and they've dealing coming out of Covid. And and all these other things Don't have the energy to commit to long term. 217 00:52:05.960 --> 00:52:29.840 Peggy Hoffman (she, her) | Mariner: Most chapters need a core group of people who are willing to get the job done. They do not need a formal board. The larger you get, the more formal your board has to be. But then the likelihood of having a pipeline is there. So I really think that it's important that we help them. We resize. We craft restructure their volunteer part, 218 00:52:30.480 --> 00:52:47.500 Peggy Hoffman (she, her) | Mariner: but I also think there's something we could do at the National level. I think. First of all, we can be part of the recruiting effort for volunteers. You can add it to your call for volunteers. You can add it as a key element. Um, I think it's. Pmi. Does a really cool, really cool job on there on their on their volunteer page, 219 00:52:47.980 --> 00:52:51.910 Peggy Hoffman (she, her) | Mariner: add it as part and parcel of it, but also 220 00:52:52.620 --> 00:53:14.620 Peggy Hoffman (she, her) | Mariner: tap your board and some other committees, and say, Are you involved with the chapter? Who do you know the chapter that you could do a quick phone call for this chapter? This looking? We constantly asked the chapters to find their volunteers, and I get important thing. But but um, what if we? What if we um had a a national Board member 221 00:53:14.630 --> 00:53:22.760 Peggy Hoffman (she, her) | Mariner: who um know some folks in the um. I'll say the Nebraska chapter, and makes a few phone calls, 222 00:53:23.130 --> 00:53:32.579 Peggy Hoffman (she, her) | Mariner: priceless, priceless, and many of our boards think chapters are so important, so engage them in helping to Id and ask people to volunteer. 223 00:53:32.790 --> 00:53:47.469 Peggy Hoffman (she, her) | Mariner: The other thing we have to do is we have to lift up the chapter volunteer in our rewards and recognition, and I don't want you to lift him up and say, Look at these great volunteers, the chapter I want you to lift them up in the context of showing 224 00:53:47.480 --> 00:54:02.969 Peggy Hoffman (she, her) | Mariner: the impact of all that the chapters are making and the names of the people who made that impact. Right? Don't. Talk about it in this really generic term of like. Oh, our chapter volunteers are really great, and they get to meet each other, and they get to be on a leadership thing. 225 00:54:03.190 --> 00:54:09.450 Peggy Hoffman (she, her) | Mariner: No, i'm talking about when uh the and i'm going to mention the Pmi when the floor one of the Florida 226 00:54:09.780 --> 00:54:15.589 Peggy Hoffman (she, her) | Mariner: um chapters created a really cool military transition project. 227 00:54:15.600 --> 00:54:37.610 Peggy Hoffman (she, her) | Mariner: It impacted lives of those um transitioning out of the military to be able to lift up and say, Um x number of of folks found a new career in Pmi, thanks to John and Sue and Mary of the Florida chapter, who were innovating 228 00:54:37.780 --> 00:54:49.500 Peggy Hoffman (she, her) | Mariner: and reaching out to their community. Because that's the kind of message volunteers are driven to There's something in it for me that's going to help you. 229 00:54:49.510 --> 00:55:06.680 Peggy Hoffman (she, her) | Mariner: I want to be part of that impact, and I want to be. I want to be lifted up as part of that impact. So I get my next opportunity. So I just really want us to think differently about spotlighting the volunteers, because that helps us get more volunteers. And then the the 230 00:55:06.950 --> 00:55:24.399 Peggy Hoffman (she, her) | Mariner: the other. The last thing I want to um to to mention is um um. Last last thing I want to mention is, not only are you going to lift up and you're going to help them, and you're going to help them retool. You're going to really, really um invest in 231 00:55:24.420 --> 00:55:44.329 Peggy Hoffman (she, her) | Mariner: um invest in the learning part of being a volunteer. Most volunteers are lifelong learners, and if you can do anything that connects people who are interested in volunteering to other parts of your organization for lifetime learning It's going to be honestly 232 00:55:44.720 --> 00:55:59.800 Peggy Hoffman (she, her) | Mariner: priceless. I I tell you I i'm gonna I, I guarantee you, is going to absolutely work happy to talk with you more about any of this things, because at the end of the day Um, our job should be a volunteer recruiter. Okay, 233 00:56:00.350 --> 00:56:14.289 Peggy Hoffman (she, her) | Mariner: you probably heard three reoccurring themes here, communicate, support, educate, communicate, support, educate. I just think it's really important that we look at. How do we do that in our own organization? Um. So 234 00:56:14.300 --> 00:56:42.179 Peggy Hoffman (she, her) | Mariner: part of what. Thank you, Sherry, you said, This is fab this information. Um, uh, yes, absolutely sherry. I love that idea what I want to suggest to you. And so here's an opportunity. Um, Bill highway mariner, We're going to be putting together our two thousand and twenty-three um uh suggested ideas for the community. But it's not really our ideas. We want to be the community idea. So we are going to be hosting two focus groups um free. 235 00:56:42.190 --> 00:56:47.210 Peggy Hoffman (she, her) | Mariner: Um! We're gonna to keep them. Keep them under an hour so you can participate. 236 00:56:47.330 --> 00:57:17.310 Peggy Hoffman (she, her) | Mariner: Um, Sara's got the um the survey link in the um in the in the chat. If you've got a phone on you right now. If you go ahead and snap this, it should take you right to that, and you can fill that out. It's very short question. Number one is um asking you a little bit similar to the poll that we did earlier about learning. Styles Question Number two says, Can you do? Focus, group one to both, Or if you can't do a focus group, would you like to um have a follow up call? I'd be happy just to talk with you one on one 237 00:57:17.320 --> 00:57:22.000 Peggy Hoffman (she, her) | Mariner: um, and then um, and then then you have an option to give a note, and that's it 238 00:57:22.050 --> 00:57:43.350 Peggy Hoffman (she, her) | Mariner: coin, survey monkey two minutes in and out. Um, Anyway, I just wanted to make sure that you knew that we really care about about you all, and we want to make sure that you have the opportunity. So let's design learning for you. There's the Qri code. There's the link the link is in, and finally 239 00:57:43.360 --> 00:57:45.489 Peggy Hoffman (she, her) | Mariner: call us tap us 240 00:57:45.500 --> 00:58:15.490 Peggy Hoffman (she, her) | Mariner: um. You know Bill Highway and mariner, we are truly your raving fans. Truly, truly truly grave your rating fans. So let us know how we can help you. Um! And i'll finish up with just simply saying, Thank you from Bill Highway. Thank you for mariner. You will get all of this in a follow up mail. Thanks to the wonderful work of Bill Highway, you will get all of this back in a in a wonderful meal. You can contact me. Please feel free to contact me with any questions. This is our closing, Webinar, for the 241 00:58:15.500 --> 00:58:37.699 Peggy Hoffman (she, her) | Mariner: It has been a fabulous run. Help us in December check how we're going to make a fabulous run in two thousand and twenty-three love you all honestly um go have a great great holiday of whether It's, Brussels, Sprouts, Green Beans Castle, or that Browning on the side enjoy the holidays ahead. We'll see you in two thousand and twenty-three.