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Archives: September 2015
25 September 2015, by , in Data Management, Executive, No comments
When you do training (you ARE doing training, right?) in your association management software system, are you testing for learning and effectiveness? Too often training is completed and then forgotten. I recommend that as part of your periodic internal user group meetings, you do a check-in with staff to see if the training you’re providing...
24 September 2015, by , in Executive, No comments
I heard these words at a recent luncheon hosted by Tagoras Consulting. Jeff Cobb was talking about the change in adult learning. Whereas learning used to consist of an expert speaking at the front of the room for the entirety of the presentation time, there is mounting evidence that learners learn more effectively when they...
23 September 2015, by , in Rants and Kudos, No comments
I’m speaking at two events on Thursday, October 1, one virtual and one in-person. At 1pm eastern I’ll be speaking on a webinar hosted by 123Signup entitled “Getting Your Data Right: 10 Important Rules For Managing Data.” You can register for this free webinar by clicking here. At 3pm eastern I’ll be speaking at the...
22 September 2015, by , in Data Management, Executive, No comments
In football, coaches will often refer to “getting back to blocking and tackling.” Usually this is in reference to how a team is not performing up to par because they lack skills in the basics or fundamentals. The same can be said for data management. Associations often ask me how they can get better at...
21 September 2015, by , in New article, No comments
“One of the problems we have is that we’re marketing too much. We’re sending too many emails to our members.” So said the executive director I was working with on a new database implementation. “Well, no, you’re not marketing too much,” I replied, “you’re marketing wrong. And the reason you’re marketing wrong is because you’re...
18 September 2015, by , in Marketing, No comments
Although I’m a marketer at heart, I  know that sometimes it doesn’t make sense to do certain types of marketing. For example, sometimes you may dominate a market so thoroughly that additional marketing has diminishing returns, and your efforts should be directed elsewhere. When I was membership director at NACUBO (College and University Business Officers),...
17 September 2015, by , in Research, No comments
My good friends at Tagoras Consulting are working on their latest Association Learning + Technology report. But they need input from any organization that provides educational products and experiences for its members, whether online or off, more or less formal. Click here to start their survey. The survey takes about 10 minutes on average to...
16 September 2015, by , in Executive, Random Thoughts, No comments
I attended a luncheon hosted by Tagoras a couple months ago, and one of my takeaways was this thought: “Learning is a process, not an event.” Simple thought, but very profound. It is rare that one learns something and then is finished learning about that thing. For example, I’m a guitarist of average ability, but...
If you’ve ever registered for a large conference (e.g., an association’s annual conference), you’ve probably seen this question on the registration form. And you know what? I hate this question. As a data person, what this question says to me is, “Even if you’ve attended this meeting in the past, we don’t know who you...
14 September 2015, by , in Data Management, Executive, No comments
I’ve written in the past (here, here, and here) that it’s important to understand that all decisions require a trade-off. A corollary to that is that all resources are limited. Whether we’re talking about time, money, or people, any resource that is required to complete a project is, by definition, limited. And once you know...

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Testimonials

“Wes was able to come in and offer tangible, relevant advice that made us more productive immediately. I value his understanding of databases but more so, his understanding of how nonprofits work. There was no lost time educating him about how membership organizations are “different.” Wes recommended changes in processes as well as tips and tricks that were easy to implement made an immediate positive impact.”

Mary Pat Paris, Executive Director
International Registration Plan

“We came to Wes because we were very frustrated with our existing AMS and we wanted to improve our capabilities as soon as practicable. Wes very quickly helped us through a process of identifying our needs, identifying potential vendors, and selecting a new system that we’ll be able to move into very quickly. I especially appreciated Wes’s candor about our processes as well as the systems we were looking at. He was a great resource to have in a period of high anxiety for our organization. I would highly recommend Wes for any similar project.”

Jack Chiasson, CMP Executive Director
National Association of Life Brokerage Agencies

“Wes was able to come in and offer tangible, relevant advice that made us more productive immediately. I value his understanding of databases but more so, his understanding of how nonprofits work. There was no lost time educating him about how membership organizations are “different.” Wes recommended changes in processes as well as tips and tricks that were easy to implement made an immediate positive impact.”

Mary Pat Paris, Executive Director
International Registration Plan

Mary Pat Paris
International Registration Plan

“This is the second database implementation we’ve done since I have been at Western Arts Alliance (WAA). The first I did on my own. This time we engaged Wes Trochlil as our database planning consultant. Let me tell you, this process is a whole lot easier having Wes on your team! For a small association like WAA, it’s tempting for board and EDs to question the justification and expense of a database planning consultant. But it’s the small associations that need Effective Database Management the most. Wes strengthened our planning process, clarified our needs requirements, helped us steer around solutions that couldn’t meet our objectives, and saved us money in the long haul.”

Tim Wilson, Executive Director
Western Arts Alliance

Tim Wilson
Western Arts Alliance