CAE credit, please

Eric Rossen - CAE credit

No CAE credit for me.....

Ask the Audience for CPE/CAE Credit!

Best practices and perhaps an aha! moment

Mostly here for CAE credit.... nothing specific

A good checklist or overview of which IT areas to assess

Always looking for ideas to streamline/simplify our IT, particularly with our small staff.

a general overview

Just learning what I should be looking for on the tech side of things.

Nothing specific

Ideas to make a first pass analyzing tech issues before bothering IT staff for their time

Nothing in particular - just open mind

steps for best practices and what to look for in particular

At a new organization, what should I start with in doing an overview assessment.

Best practices

Ideas for what I can be doing internally because we can't always afford a consultant

Just open mind, nothing specific

Q1 for CPE/CAE Credit

Event registration issues.

Website issues - access to our LMS or general ability to log in

Probably finding what they need to find. Our search function leaves a lot to be desired

Not intuitive for our members

Our e-business payment site is outdated. You need a username and pw to pay a bill.

out-dated website

Gotten most comments on event registration

Forgetting their login information so they just create new accounts and we wind up with duplicate accounts.

Outdated technology- in the process of launching new AMS

we hear that they have trouble finding the resources we provide them

Front-facing AMS pages are not user friendly

Event registration issues

not user friendly

Navigating menus and sub menus around the site

Tough to say... We have tried to get new technology introduced... forums for example and our members refuse to use them. Even thuhg they asked for them.

Q2 for CPE/CAE Credit

Opportunistic

Repeatable

Repeatable

Repeatable

opportunistic

repeatable

repeatable

opportunistic

Repeatable

repeatable

We are somewhere in the middle... not cutting edge, except on some meeting technology

opportunistic

Repeatable

repeatable

Repeatable/Opportunistic

Moving toward managed

Repeatable

Lots of effort to get there over years

Staying neutral is very difficult.

Good point, Tami. If you're not moving forward, you're probably moving backwards.

Exactly, Jay. And making everyone understand that while not appearing to favor one party over another is a minefield. I always try to approach it as what is best for the entire organization.

I can appreciate that, Tami. If everyone approached it this way and was less territorial about their department, programs, etc., organizations could better serve their members in a holistic way.

How do you manage differing opinions on even prioritizing the themes? or categorizing them? I can see a possibility where some people feel very strongly about something they experience or identify, and jostle for position as a priority.

Q3 for CPE/CAE Credit!

All Staff have input, but CEO has final say

Executives mostly

All staff

I have input along with key staff members

Multiple staff, including executives and various staff that interact with the technology in a meaningful way

All staff, but we're very small.

Senior management but BOD has to approve investment

All staff to some degree have input. Decisions are made at the executive level

but probably not ALL staff. I imagine depends on the staff size

A mix - depends on the department using the certain platform

Mostly IT and executives, but some staff.

Manager level staff and execs

executive director and directors

relevant staff, member focus groups, governance committees if it affects them

Relevant staff

All staff and leaders

Better integration between platforms

training

Training

Broadly speaking, probably focus more on seamless integration

More mobile friendly

Q for CPE/CAE Credit!

Make it more user friendly for our members.

more training

Make sure that all technologies talk to each other so all data is up to date across all platforms

finding better ways for 3rd party products to tie into our AMS system

More user friendly

@Catherine - yes, integration between platforms - we use too many that do the same thing

better planning

Realistic timelines

whatever prevents us from updating the website

More user friendly

Integration

SOPs- Standard Operating Procedures

A really great tool I found for SOPs is Tango - it has a web browser extension where when turned on, it captures step-by-step actions from different web browser windows. Completely free, but the pay-to-play version lets you capture all mouse clicks across your desktop (puylling Excel reports, formatting Excel doc, etc.)

https://www.tango.us/

@Tracey - this is great info! Thanks for sharing

Tracey - You are right. Tango is fabulous.

Great tip on what sounds like a fantastic resource, Tracey! Thanks for sharing the link as well.

Iorad sounds similar to tango, has a browser extension and is free at the basic level

https://www.iorad.com/

Absolutely, ever since I found out about it, I've been promoting to everyone and anyone.@Sarah - yep, I've heard of Iorad, also! Very similar to Tango

Great to know about this tool as well, Sarah! Thanks for highlighting Iorad!

If you have additional questions after this session: www.dennison-associates.com, vanessa@dennison-associates.com, jay@dennison-associates.com

!!!!!!

Thanks a ton!

Very good... but overwhelming!

Thanks! Very helpful!

Absolutely! Yes! I'm so task-oriented that the 7 tips list is SUPER helpful for me.

This all seems very logical, yet very helpful to just have it all laid out

great tips thanks

Thank you.

I love word clouds!

Thank you, Vanessa - I appreciate your time and willingness to share!

Thank you.

Thanks for addressing not only the process, but the human factor and how to deal with roadblocks, etc.

a lot of great info! thnk you!!

Time to get started with an assessment

Important to align everything with strategy

Prioritizing - what's important, what's not, filtering it out, and making sure it's all agreed upon

Be informed and then be decisive!

The structure Vanessa presented is extremely helpful.

When interviewing staff, remember to ask what's working well in addition to what needs improvement

Takeaway - great roadmap to assess next steps

Great guideline for doing a tech assessment

I have to jump on another call. Thank you

I appreciate the very useful tips here. Now we just have to go ahead and do it

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