Today’s New Transparency

Every association executive I know is experiencing increased scrutiny from members. In tough times, we all pay more attention to the value we receive for every dollar we spend. Members want great value from their professional association. And, let’s face it, they are naturally skeptical of the organization. Members expect the leaders of the association to earn their trust.

Perhaps the most important tool we have at our disposal for creating trust is transparency. If you need an example of how lack of transparency hurts credibility, just look to the U.S. Congress. Despite the Freedom of Information Act and thousands of news agencies covering activities in Washington, D.C., the process of lawmaking is too complicated for the average citizen to understand. As a result, the approval rating of Congress is barely above the single digits. If you want to avoid a low approval rating by your members, transparency is the key. Becoming a transparent organization is not easy, but if you want to gain the trust of your members in 2010, it is not optional.

The first step is to understand what transparency means in an organizational context. In the past, transparency simply meant that you freely shared information with your members, but today it means much more. More than telling the simple truth about what you did, transparency is the act of making known your intentions—what you are thinking about doing, how you are planning to think about it, who is going to be involved, and why you are thinking about doing it. Then, after you have completed whatever it is you set out to do, you have to tell members what you did and why. The new transparency is no longer just about allowing members to see what the association has done; it’s about inviting them to observe the process, and even to get involved.

Without transparency, it is very difficult to gain your members’ trust.

Good Time for a Sacred Cow BBQ

It is always a good time in the lifecycle of your association to clean out programs, services and processes that are no longer relevant, but in the challenging environment we find ourselves in today, getting rid of sacred cows is critical. Members are all asking, “What relevant service does the association offer to me?” If they look at your program guide and see programs that have been around for decades, how inspired will they be?

Before we go any further, let’s define what makes a program a sacred cow. A typical sacred cow program, service, or process was originally established with a valid strategic purpose and likely enjoyed great success in the early years, but over time, things changed. The program itself may have morphed along with the times to remain popular, but the original strategic purpose of the program is no longer valid. Sacred cows also have a core group of dedicated members that believe the program is an essential program to the association and they will work hard to make sure it succeeds.

If you are reading carefully, you should be confused right now. How can a program that is still popular and has a core group of dedicated members willing to support it be a bad thing? Sacred cows are not bad programs, they just aren’t the right programs for continued success. What happens when that core group of members retires? Will there be enough newer members who are vested in the program and see value?

More important than the long-tern sustainability of a sacred cow are the short-term effects. We all have limited resources to operate our association and our members only have a limited amount of their attention they are going to give us. If we are “using” our resources and member’s attention on a sacred cow, we are limiting what we can dedicate to new programs.

I recently tweeted, “If you clean out your closet, you’ll have room for new clothes. If you clean out your business, you’ll have room for new ideas.” The hidden cost of allowing a sacred cow to hang around too long is that it prevents the association from having time or resources to consider new ideas.

Here are six questions I ask during a process I call a Sacred Cow BBQ. It is often hard to let go of a sacred cow, but to prepare our organizations to take advantage of the opportunities that lie ahead, we must clean out the closet and look for a new wardrobe.

Sacred Cow BBQ Questions:

• What was the original purpose of this program/service?

• Has the purpose or circumstances related to this program/service changed?

• What other options are available for fulfilling this member need?

• Home many members does this program touch?

• If this program did not currently exist, would we be willing to implement it now?

• Should we continue this program/service, or are our limited resources better spent elsewhere?

Great Stuff from the AEC Transitions Work Group

For the past few years the AEC has empanelled a work group to prepare AE’s for job transitions – new job or retirement. The work group has finished their work and issued their final products. Even if you are not planning a transition, this report is worth your time to look over.

This work group has compiled numerous succession planning tools, documents, articles and resources that will be housed on Realtor.org to assist the current AE plan for succession. They have also done an excellent survey of recently retired AE’s and created a checklist for job transitions.

Here is a short checklist if you are planning to retire in the next year or two:

Checklist for Retiring AEs

____ Check the terms of your employment contract, if you have one, to ensure that your

preferred retirement date coincides with the date your contract expires. If you don’t have an employment contract, have a conversation with your leadership to develop a written agreement that specifies your retirement intentions.

____ Confirm with your leadership that if there is a discrepancy between the retirement

benefits stipulated in your employment contract and those outlined in the association’s personnel policies, that your contract supercedes the personnel policies.

____ Have a conversation with your leadership to determine if they want you to help

transition your replacement or if they want you to leave before the replacement starts. Establish an end date that is specified in writing.

____ If you are interested in working as a consultant for your association upon

retirement, talk with your leadership about serving in this capacity.

____ Review succession planning tools linked at REALTOR.org.