Annual Report 2015 - IABC Brazos Valley

Transcription

Annual Report 2015
April 2016
#CreateConnection with IABC/Brazos Valley!
The International Association of Business Communicators (IABC)
the association. The level of diversity within our region truly gives
is a not-for-profit global network of communication professionals
credence to the “International” in IABC.
committed to improving organizational effectiveness through
Other Texas IABC chapters include those in Houston, Dallas, Fort
strategic communication. Established in 1970, IABC serves members
in more than 80 countries through networking, career development
and personal growth.
Worth, Austin, San Antonio and a new chapter is forming in Tyler.
Founded in 1981, IABC/Brazos Valley (BVIABC) conducts its meetings
in the sister cities of Bryan and College Station, Texas. Our chapter
Across the United States, you’ll find IABC chapters in the major cities
serves member and nonmember communicators employed by
of nearly every state. International chapters include those located in
private businesses, government, educational and not-for-profit
Hong Kong, Malaysia, New Zealand, Australia, Canada, Belgium, the
organizations within the Brazos Valley area. BVIABC was honored as
Netherlands, Slovenia, South Africa, and the United Kingdom.
the International Small Chapter of the Year in 1989, 1990, 1991, 1995,
Texas is part of IABC’s Southern Region, which includes chapters
1996 and 2002, and the International Chapter of the Year in 1991,
as far west as Arizona, as far north as Kansas, as far east as North
1993 and 2003.
Carolina and as far south as Florida and the Caribbean. There are 25
Our chapter’s bylaws, last revised in 2014, can be found here:
active chapters spread across 13 U.S. states, the Caribbean and Latin
http://bviabc.com/wp-content/uploads/2007/07/IABC-BV-Bylaws-
America, making it the broadest global geographic region within
Revisions-2014.pdf
Brazos Valley
A Global Organization......................................................................................................................................................................................................................................................... 3
How IABC Can Effect Change............................................................................................................................................................................................................................................ 4
From the BVIABC President................................................................................................................................................................................................................................................ 5
Administration....................................................................................................................................................................................................................................................................... 7
Awards....................................................................................................................................................................................................................................................................................... 9
Communications.................................................................................................................................................................................................................................................................11
Membership..........................................................................................................................................................................................................................................................................14
Professional Development...............................................................................................................................................................................................................................................17
Finance....................................................................................................................................................................................................................................................................................20
Stay Connected....................................................................................................................................................................................................................................................................22
IABC/Brazos Valley Annual Report 2015
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HOME
A Global Organization
A Global Organization
IABC has 124 chapters in 44 countries — our newest in Fiji . In addition, we have over 400 members-at-large in 42
countries . So if you haven’t already, #createconnection .
IABC OCTOBER-DECEMBER 2015 QUARTERLY REPORT
HOME
3
“A Global Organization” is taken from page 3 of the IABC International October–December 2015 Quarterly Report available at:
https://www.iabc.com/wp-content/uploads/2016/02/IABC_2015_Fourth_Quarter_ReportFinal2.pdf
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HOME
How IABC Can Effect Change
How IABC Can Effect Change
This is the Theory of Change and shows, in line with our bylaws, why IABC exists . This is how as an organization we
have influence and impact on our profession, the business world and society at large .
Input — Leadership development
Business & Society
Philosophy: IABC is a practitioner-driven organization whose strength is
derived from the dedication of its members to the advancement of their
profession.
Profession
Purpose: IABC serves its organizational subdivisions and leadership by
providing services, management support, leadership development,
conferences and awards programs encouraging and recognizing
innovation, creativity and best practices.
Members
Output — our influence
Mission: Provide lifelong learning opportunities that give IABC members
the tools and information they need to be the best in their chosen
disciplines.
Local Leaders
Mission: Share among our membership best global communication
practices, ideas and experiences that will enable the development of
highly ethical and effective performance standards for our profession.
Outcome — our impact
Global Leaders
Mission: Champion the communication profession to business leaders.
Mission: Shape the future of the profession through ground-breaking
research.
IABC OCTOBER-DECEMBER 2015 QUARTERLY REPORT
HOME
9 Change” is taken from page 9 of the IABC International October–December 2015 Quarterly Report
“How IABC Can Effect
available at:
https://www.iabc.com/wp-content/uploads/2016/02/IABC_2015_Fourth_Quarter_ReportFinal2.pdf
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HOME
From the President
Dear fellow Brazos Valley communicators,
Why an annual report? Well, there are several reasons.
•
We are financially stable. Not only is there enough
money in the bank, we are in compliance with our
reporting to our region and international.
•
We are doing even better with attendance at our
monthly lunches. In fact, for March 2016, we had our
largest crowd in two years! We’re also consistently
making a profit from our events, thereby sustaining our
financial stability. And, we’re doing this by tapping into
our local talent pool of professional communicators and
members. We’re creating connection with our target
audience and giving our fellow communicators the
opportunity to hone their presentation skills.
•
We have a couple of new board members who attended
IABC Leadership Institute (LI) this year and plan to
continue in their board positions. Not only are they
filling a role, they’re voicing innovative ideas and
sustainable strategies about how we can better engage
our target audience.
•
We plan to build our volunteer base with a slate of
senior director positions. Open to members and
nonmembers, these roles will include clearly defined
tasks and will alleviate some of the operational load for
each officer while providing clearer succession to the
board of directors.
•
We successfully and comprehensively revitalized
and expanded our communication efforts. The IABC
rebranding mandate gave us the opportunity to refresh
the way we market our chapter, and we are reaping the
benefits.
•
We plan to utilize IABC International’s editorial calendar
as a blueprint for planning our events and our original
digital content for an entire year at a time.
•
We plan to set realistic goals and expectations
concerning membership and awareness by
implementing a new virtual conversation platform,
better marketing directed at Millennial members and
participating nonmembers, and better engagement of
long-time members and participating nonmembers.
We also plan to focus on attracting new members and
participating nonmembers—from within Texas A&M
and the greater community beyond.
When I began the board term as president in July 2015, my
strategy could best be summed up as Go Big or Go Home.
We were daunted by steadily decreasing membership numbers,
a lack of sustainable leadership succession, a greater lack of
volunteerism within the chapter, and what we perceived as
diminished enthusiasm for IABC within our community.
On the upside, we were holding steady in terms of attendance
at monthly lunches and we had enough money in the bank. In
fact, as I’ve found out through conversations with regional and
international leaders and in listening to other chapter leaders
at various IABC events, our chapter was and continues to be
doing very well when compared to chapters of similar size and
demographics around the region and world.
I told the board that I wanted us to work hard to turn our
situation around. I hoped that by being a more visible president
and using the position as a sort of spokesperson to emphasize
my own positive experiences with IABC, both at the chapter
level and beyond, we could make BVIABC more human, more
accessible, and more authentic.
I also told the board that I wanted us to take a hard look at
the bottom line, and that if we felt the best option was to go
dormant or dissolve the chapter, then I wasn’t afraid to be the
one to make that happen.
As we are nearing the end of this term, I’m happy to report that
I don’t believe our circumstances are quite so dire.
Here’s why:
•
We took stock of what our members and participating
nonmembers think about the BVIABC with a
comprehensive chapter survey in August 2015. (You’ll
find details of what we learned in the Membership
section of this report.) We’ve used this information to
inform our operating decisions throughout the year.
We went big, and it’s paying off! But there’s more we need to do.
While we have gotten stronger, some of our weaknesses
remain. For example, because of our current lack of succession,
I will be remaining as president for another term—this time,
however, with a president-elect.
As a board, we’ve decided to address our weaknesses by
developing a sustainable and comprehensive strategic plan
for chapter operations over a two- to three -year period.
We’ve committed ourselves to investing time and resources
at this summer’s board retreat to tackle our issues relating to
building succession, building a volunteer base, and increasing
momentum for chapter operations.
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But, we’re not going to be able to plan well for the future if we
haven’t taken a good look at where we’ve been. That’s where
this annual report comes in. Beyond quantifying our strengths
and weaknesses, this report helps us do the following:
HOME
From the President
•
We want to make our chapter operations more
transparent to members and participating
nonmembers. People are not only less likely to
volunteer when they’re not asked, they’re also less
likely to volunteer when they don’t know what they’re
getting into.
•
We intend to start entering the IABC Chapter
Management Awards (CMAs) again. While these awards
can be a great source of motivation for the board, the
entries can be intimidating to write at the end of the
year. If we make a habit of detailing our operations in
tandem with our mandated financial reporting to IABC
International, we give ourselves a foundation for these
entries.
I hope this annual report can serve as a template for future
reports and CMA entries. Part of our strategic planning process
will include maintaining more consistent evaluation our efforts
in real time. We should be writing these documents throughout
the year.
IABC as a whole has been through some very tough years
recently. Things are turning around, though, due to the
successful implementation of the 2014–17 Strategic Plan. I
invite you to review the recent Quarterly and Annual Reports
from IABC International to see what I mean.
I feel strongly that if we employ the same ideas within our
chapter—developing a comprehensive and sustainable
strategic plan—we too will see the benefits, and BVIABC will
begin to thrive again!
BVIABC has survived for 35 years. Let’s aim for at least 35 more!
BVIABC 2015–16 Board of Directors | March 2016
From left: Monika Blackwell, Vice President of Membership; Donna Malak, Vice President of Administration;
Chase Friedman, Vice President of Communications; Jennie L. Lamb, President;
Marie Lindley, Vice President of Finance; and Courtney Bosquez, Vice President of Professional Development
—Jennie L. Lamb | BVIABC President, 2015–17
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HOME
Administration
BVIABC operations, including the board of directors term and
our programming schedule, follow a cycle of July 1 through
June 30 of the following year. Our fiscal year, however, follows
the calendar year, running from January 1 through December
31. This is advantageous for two reasons: budgets are set by a
sitting board with experience and programming more closely
follows the academic year in a location frequently affiliated
with Texas A&M University.
For the most part, the administration of our chapter is handled
by the members of the board of directors that comprise the
executive committee, those being the president, past president,
president-elect, and vice presidents for administration and
finance. In recent years, due to a lack of a stable succession
plan, some of these roles have been combined and past
presidents have not participated.
For the 2014–15 board term, the executive committee
consisted of Blair Williamson, president; Jennie Lamb,
president-elect and vice president of finance; and LaShanta
Green, vice president of administration. For the 2015–16
board term, the executive committee consists of Jennie Lamb,
president; Marie Lindley, vice president of finance; and Donna
Malak, vice president of administration. Jennie Lamb will
remain as president for the 2016–17 board term. Subject to
the chapter membership vote in May 2016, Marie Lindley will
remain as vice president of finance and also become presidentelect, while Leo Pardo will replace Donna Malak as vice
president of administration.
Background
•
•
The vice president of administration is responsible for
setting the times and dates of board meetings and
sending reminders, keeping minutes at board meetings,
maintaining chapter records, and assisting the president
and other members of the board with research as
needed.
During the 2012–2013 board term, BVIABC transitioned
from keeping board notes, reports, and minutes within
a WordPress system on the back-end of the chapter
website (which was still a part of IABC.com) to the
Blair Williamson
Jennie L. Lamb
LaShanta Green
Dropbox cloud-based system. This system remains
in place today and is curated by the vice president of
administration. Only board members have access with
shared login information.
•
»»
Marie Lindley
Access is for board members only and each
member maintains their own profile and login
information.
The chapter maintains a post office box, located at the
Texas A&M University location, giving the chapter the
following mailing address: PO Box 701, College Station,
TX 77841-0701.
»»
The president and the vice president of finance
each have a key and the vice president of finance
checks the mail regularly.
•
During the budgeting process in November of 2015, the
board voted to invest a significant amount in leadership
development. Moneys were budgeted to send three
members of the board to IABC Leadership Institute in
February 2016.
»»
2015
•
Donna Malak
Late in 2015, the board adopted the Slack messaging
platform for board communications. It is a free
application that is available across multiple operating
systems and devices.
»»
»»
It has proved an effective way to keep in touch with
one another beyond monthly board meetings and
seems to be more timely than email in sustaining
momentum and completing action items.
Discussions are separated across various topicbased channels open to the entire board, and
private conversations between members are also
possible.
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All three members have committed to remaining in
their current roles on the board through the 2016–
2017 board term: Jennie Lamb, president; Chase
Friedman, vice president of communications; and
Courtney Bosquez, vice president of professional
development.
Going Forward
•
A strategic planning board retreat will be held in the
summer of 2016, where members of the board will
establish a workable and repeatable two- to fouryear
plan of operations for the chapter.
»»
Content for web (including The Blog, email
marketing, and social media) and events, using
IABC International’s editorial calendar, will be
decided upon for the entire programming year.
»»
A system of senior directors reporting to vice
presidents will be established and potential
volunteers for each will be identified.
HOME
Administration
◊
For the last several years, volunteerism has
declined within the chapter due in part to a
lack of defined roles.
◊
Senior directors will not be required to attend
board meetings or required to have an IABC
membership, but will have specific duties to
carry out within each portfolio.
◊
Specific titles will allow specific résumé lineitems for volunteers and help to establish
succession within each portfolio area and the
board of directors.
◊
A senior director may be designated to attend
a board meeting by their vice president in the
event they cannot attend themselves.
◊
Some select senior director positions may
become student intern possibilities.
◊
A possible hierarchy for the Communications
portfolio is illustrated at the right.
Area communicators discuss table topics
at a networking event in 2013 at Fritella Cafe.
Possible Communications Committee
Vice President of Communications
Senior Director
of
Email Marketing
Senior Director
of
Web Services
Emily Carlton, Emily Ratliff, Megan Kasperbauer, and Logan Jinks
have some laughs at the Toast to 2013 holiday networking event.
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Pam Wiley and Bob Beals
networking in 2014
at Harvey Washbangers.
Senior Director
of
Social Media
Kammy Baumann & Nancy
McQuistion pick up three 2015 Silver
Quills for The Real Estate Center.
HOME
Awards
The IABC chapter level
awards programs are
referred to as the Bronze
Quills. The Silver Quills
Bronze
Quill AwArds
the newer, and much more in-depth scoring sheets. The
chapter experienced negative feedback from reciprocal
judging chapters due to the more rigorous and timeconsuming judging process.
Call for
Entries
•
are administered at
the regional level, and
the Gold Quills are
2015 BVIABC Bronze Quill
executed at the international level. The IABC awards programs
have undergone a major overhaul in recent years in efforts to
standardize and streamline the administration of the programs
and the judging of entries. For the 2014–15 board term, Rachel
Dohmann was the BVIABC vice president of awards. The
position is currently vacant, with any inquiries or outstanding
judging duties being handled by the president. At this time,
there are no plans to fill the vice president of awards position
for the 2016–17 board term.
Background
•
»»
•
2015
•
»»
Starting in approximately 2009, our chapter began to
focus on writing our call for entries to match those of
IABC Southern Region for the Silver Quills and IABC
International for the Gold Quills, especially in terms
of divisions and categories, in an effort to encourage
entrants to enter successive competitions with only
minimal tweaking of entries based on the judge’s
feedback at each level.
2015 Bronze Quill
Awards Program Income
The new scoring rubric is more intense and
has resulted in fewer entries, a more rigorous
experience for judges, and fewer entries
receiving awards.
2015 Bronze Quill
Award Program Expenses
Entertainment
$100.00
Trophies
$404.30
Net Entry Fees
$1,147.91
Net Event
Ticket Sales
$1,262.10
Food
$792.00
Facility & Drinks
$625.00
Trophy Reorders
$145.05
In 2013 and 2014, to keep with the trend of aligning
with the region and international, BVIABC switched to
The commitment of reciprocal judging chapters
was increasingly difficult to secure, due to more
chapters moving to the new system, as judging is
no longer coordinated by the chapter.
The subscription to IABC International’s new digital
awards administrative/judging program was costprohibitive for the chapter.
Historically, the number of entries were high and
the event was well attended by members and
nonmembers due in part to there being no other
competition local for communication awards.
With the older, less-complex judging sheets, IABC
chapters were consistently amenable to taking on
judging assignments for other chapters.
»»
◊
In 2014 and 2015, the BVIABC awards program faced
considerable administrative and financial challenges,
some of which were:
Prior to 2014, our chapter’s Bronze Quill Awards were
branded as the “Brazos Bravo Awards.” »»
•
In 2014, the local awards program was rebranded as the
“Bronze Quill Awards,” as part of the ongoing effort to
align the chapter’s program to that of IABC Southern
Region and IABC International.
Rachel Dohmann
Page 9
HOME
Awards
The 2011–12 BVIABC Board of Directors at the 2012 Brazos Bravo Awards.
From left: Donna Malak, Blair Williamson, Jennie L. Lamb, Megan Kasperbauer,
Pam Wiley, and Nicholas Roznovsky Not pictured: Holli Conley and Emily Carlton
•
Student Entry
Cost
Member Entry
Cost
Nonmember
Entry Cost
Entries
Received
Entry
Income
Merit
Awards
Excellence
Awards
Best of the
Brazos
Percentage of
Winning Entries
2012
$15
$30
$50
42
$1,410
6
12
1
42.86%
2013
$15
$35
$50
33
$1,180
5
5
1
30.30%
2014
$25
$40
$50
32
$1,305
9
4
1
40.63%
2015
$25
$45
$60
26
$1,148
1
17
1
69.23%
»»
»»
»»
»»
Cost of a Student Entry: $25 (0 entries)
Cost of a Member Entry: $45 (22 entries)
Cost of a Nonmember Entry: $60 (4 entries)
Net Entry Sales: $1,147.91
»»
»»
»»
Cost of a Student/Member Event Ticket: $35
(21 tickets)
Cost of a Nonmember Event Ticket: $45
(14 tickets)
Number of Attendees: 35
Net Ticket Sales: $1,262.10
»»
Final profit from of 2015 awards program: $633.76
»»
»»
»»
»»
Number of Entries: 26
Number of Awards of Merit: 1
Number of Awards of Excellence: 17
Number of Best of the Brazos Awards: 1
Going Forward
•
2014 BVIABC
Bronze Quill Awards
From left: Rachel Dohmann
and Monika Blackwell
Year
The following is a breakdown of the 2015 BVIABC Bronze
Quill Awards program:
»»
2013 BVIABC Brazos Bravo Awards Committee
From left: Jennie L. Lamb, Monika Blackwell,
Rachel Dohmann, and VeLisa Ward Bayer
The table above is a year-over-year comparison of the
entries and awards portion of the BVIABC Bronze Quill
Award program from 2012 through 2015.
»»
•
Although the percentage of winning entries was
higher, relatively, in 2015, it was due to a fouryear low in the number of entries submitted
coupled with the lowering of the required scores
to win awards at the Bronze Quill level by IABC
International.
In January 2016, we announced that BVIABC would not
be holding a Bronze Quill Awards competition this year,
for reasons stated above as well as the following:
»»
»»
While BVIABC has made a profit on the Bronze
Quill Awards program for the last few years, the
return on investment (ROI) is very low. Professional
development events offer a much greater ROI for
our chapter.
Results from the August 2015 membership
and participation survey, as well as personal
conversations between board members and local
communicators, show that our audience is not
happy with changes made to the BVIABC awards
program over the last several years.
Page 10
»»
Also, in 2015, over 50% of the entries were by
a board member or originated from a board
member’s place of business.
»»
The chapter is currently operating without a vice
president of awards.
»»
Area communicators were welcome to enter
the 2016 IABC/Houston Bronze Quill Awards
Competition. (BVIABC members could do so at
member rates.)
◊
•
The chapter will have an opportunity to assist
in the judging phase of the IABC/Houston
competition.
We haven’t ruled out the possibility of holding an
awards program in the future.
»»
The board continues to discuss ways to develop
a strictly local competition that would better
showcase the communication strengths and
projects that are most relevant to the professionals
in our area, as well as ways to better administer the
competition within our chapter.
HOME
Communications
The position of the vice president of communication is one of
the most time-consuming roles on our board. This director is
responsible for the strategic direction and tasks that make our
Chase Friedman
chapter communications possible, including development and
»»
maintenance of the chapter’s website (bviabc.com), direction
and distribution of the chapter’s email marketing initiatives,
and strategic direction for the chapter’s social media presence
The board put a lot of thought into choosing the
signature color to use for our chapter’s IABC logo.
◊
While maroon is not a choice offered in the
new IABC color palette, the board also decided
to stay away from purples and reds so as not to
potentially reinforce the “Texas A&M-affiliated
communicators only” stereotype that follows
our chapter.
◊
When considering a blue close to the old IABC
blue, we decided it looked too similar to the
Hewlett Packard logo.
on Facebook and Twitter.
Chase Friedman assumed the role of vice president of
communications late in the 2014–15 board term. He remains in
the position currently, and plans to continue in the role through
the 2016–17 board term. He attended IABC Leadership Institute
(LI) in February 2016 with Courtney Bosquez and Jennie Lamb.
Background
•
A belief prevailed that too much digital communication
from the chapter would overwhelm target audiences
and cause them to unsubscribe and unfollow.
2015
•
»»
»»
»»
In 2013, when web hosting through IABC was
being reorganized, we started maintaining our own
site through Host Gator and purchased the
bviabc.com domain. WordPress was installed but
the theme was outdated and broken by 2015.
When the chapter newsletter moved from print to
email, the name of Etc. transitioned with it. Within
the last several years, however, the newsletter had
devolved into little more than a forum to announce
upcoming events.
While we have had a social media presence on
Facebook and Twitter for some time, prior to 2015
these channels had only been utilized sparingly,
mainly to announce upcoming events.
•
In June 2015, IABC International launched an
association-wide rebrand for the first time in the 45-year
history of the organization.
»»
With a new logo and updated brand identity
guidelines giving direction on typography,
photography and tone of voice, it was the
culmination of over two years of work by the
volunteer IABC Brand Taskforce in conjunction with
Arcas Advertising.
»»
The new brand debuted at IABC World Conference
and chapters around the world were encouraged to
rebrand within one year.
By November 2015, BVIABC had launched the new
brand locally.
Page 11
HOME
Communications
◊ Our MailChimp email marketing
templates were updated to feature
the new green chapter logo and also
utilize similar photos as those used
for social media cover images.
*
We replaced the outdated
newsletter name of Etc. with
The BVIABC Communicator.
»» Part of the IABC-wide rebranding
initiative was an updated tone of
voice that is human, open, confident
and professional. It’s inclusive of
our audience with a member-first/
first-person perspective that is
welcoming, friendly, approachable,
positive and down-to-earth.
•
A large portion of our chapter-forward marketing
strategy and communication revitalization has been our
original content initiative.
»»
◊ Some of the changes we’ve made
to BVIABC style to reflect these
sensibilities include:
◊
When considering a darker green, the board
decided it looked too similar to the BP logo.
*
Use of “+” instead of “&” or
“and” as in “Lunch + Learn”
»»
The board settled on a lighter green, PMS 368, to
highlight the “valley” in “Brazos Valley.”
*
»»
With the new branding guidelines in place and
a chapter signature color chosen, we began
a comprehensive revitalization of chapter
communications.
Use of “feat.” for “featuring”
when marketing guest
speakers
*
In an effort to put the chapter
forward in our marketing,
we’ve redefined the IABC/
Brazos Valley acronym from
IABC/BV to BVIABC.
◊
◊
bviabc.com was redesigned to highlight the
signature green color and new IABC logo
utilizing a more modern feel and WordPress
theme.
Our chapter Facebook and Twitter presences
were updated featuring the new green IABC
logo as the chapter’s profile photos. Cover
images of locations throughout the BryanCollege Station area, with the IABC logo
overlay, are rotated regularly.
»» Throughout the fall 2015 holidays,
the board of directors sent digital
greeting cards to our audience in
celebration of Thanksgiving, the
winter holidays, and New Years via
email and social media that utilized
the new branding and drew attention
to our rebranding initiatives.
Page 12
The Blog provides original content on
communication topics by local professionals. We try
to tie subject matter into the topics of our regular
lunch meetings or a local perspective of larger-IABC
themes such as World Conference or Leadership
Institute.
◊
Pieces for The Blog provide links for us to
post on social media and in The BVIABC
Communicator monthly newsletter, which
drives our audience to our website.
»»
Member Spotlight on bviabc.com highlights
featured chapter members’ answers to a standard
set of questions about their careers and personal
IABC experiences.
»»
Our posting on Facebook and Twitter has become
much more frequent.
◊
We not only use these channels to announce
upcoming events, but to repost content from
IABC Southern Region and IABC International,
to push our original content, to thank our
speakers, and to congratulate our members on
achievements.
HOME
Communications
Going Forward
•
As an organization for communication professionals,
we realize that quality communications are vital to our
reputation and our service to our target audience.
»»
»»
We are committed to continuing to provide original
content through The Blog and highlighting it in
our email and social media endeavors.
•
We have plans to start a virtual conversation area for
local communicators via the Slack messaging platform.
Our vice president of communications will oversee this
new initiative where we will provide our audience a
place to create connections with one another and allow
us to market our events and content to them through
another digital channel.
•
Our vice president of communications will also be
implementing sustainable analytics to track all of our
communications channels and advise the board when
to adjust strategies as needed to better meet our
objectives.
In 2016, we are celebrating the 35th anniversary of
our chapter. In addition to theming our networking
events throughout the year as birthday parties,
we are undertaking a chapter history initiative on
bviabc.com. This new content includes:
◊
Personal reflections/Q&As with several longtime and past chapter members and leaders,
which also serve as membership testimonials
◊
An archive of scanned historical pieces from
our chapter’s history
◊
A complete listing of our chapter’s past
presidents, with links to their personal
reflections, where available
Texas A&M Marketing & Communications team celebrates a
Sondra White, Sam White, Pam Wiley, and Angela Clendenin
2013 Brazos Bravo Award for the Johnny Manziel campaign. enjoy the 2013 Brazos Bravo Awards at the Grand Stafford Theater.
Page 13
The Bush School’s Communications Team celebrates
a 2013 Brazos Bravo Award of Excellence.
HOME
Membership
The primary role of the chapter’s vice president of membership
is to shepherd the Texas A&M University corporate membership
group through the renewal process each Spring, in addition to
Jordan Meserole
recruiting new members throughout the year.
IABC Brand:
During the 2014–15 board term the vice president of
•
membership was Jordan Meserole. The vice president of
membership for the 2015–16 board term is Monika Blackwell.
She is currently searching for a new vice president of
membership for the 2016–17 board term.
2015
Yes
No
Somewhat
Awards program participation
3
5
8
Networking participation
8
4
4
Prof. Dev. lunch participation
7
4
5
•
As of December 2015, BVIABC had 52 members.
Keeping/having a membership
6
4
6
•
In August 2015, the board conducted an extensive
online chapter membership and participation survey.
»»
Background
Texas A&M University is the largest of 13 higher
education corporate membership groups in IABC and
the only one with gold-level corporate membership
status. (See https://www.iabc.com/membership/
corporate-membership/corporate-benefits/)
•
Approximately 90% of our members are affiliated with
Texas A&M.
•
Over the years, we have continuously tried to market
membership and participation beyond Texas A&M
communication professionals, but with little success.
•
As seen across all of IABC, our membership numbers
have been steadily declining over the last several years.
We asked how important the IABC brand was to
participation by respondents in the following activities:
During the 2015 corporate renewal period, the
chapter saw a significant decrease in our membership,
as illustrated in the graph above from the chapter
membership management area on IABC.com.
•
»»
•
Monika Blackwell
Current member (42) and nonmember (227)
subscribers to our email distribution list (269 total)
received invitations to participate, generating a
total of 32 responses (9%).
An incentive to participate was being entered
into a drawing for a $60 gift card to Texas A&M
University’s Memorial Student Center’s OPAS
program, which presents professional productions
of theatre, music and dance programs for
audiences in the Brazos Valley.
August 2015 BVIABC Survey Results
Demographics:
•
60% of respondents were between 20 and 39 years of
age and 36% were over 40 years of age.
•
80% of respondents identified as female.
•
The majority of respondents identified as working
in higher education, but in a mix of specific
communications roles.
•
56% of respondents identified as current members, 28%
as nonmembers who attended events (participators),
and 16% as former members.
Page 14
Activity
Communications:
•
94% of respondents indicated that they preferred to
hear about chapter events and content via email.
•
No respondents indicated that they received too
much communication from the chapter, although
a majority indicated that they received just enough
communication via emails and not enough via the
website or social media.
Service:
•
50% of respondents indicated they would be interested
in participating in a chapter service project.
Networking:
•
64% of respondents indicated they felt satisfied with
the networking opportunities provided by the chapter,
with several respondents commenting that more socialfocused gatherings at various times of the day would
make chapter networking better.
•
81% of respondents indicated that they felt the
chapter is predominantly for Texas A&M-affiliated
communicators.
Professional Development:
•
88% of respondents indicated that they were looking
HOME
Membership
for more hands-on learning from chapter professional
development offerings, with a wide range of specific
topics suggested.
•
81% of respondents indicated that a half-day
professional development workshop would be ideal for
an event lasting longer than the usual chapter lunches.
•
69% of respondents indicated that the three main
reasons they attended chapter events were professional
development, networking and to stay connected to the
community.
The majority of respondents indicated that the top three
factors in deciding to attend a chapter event were the
topic, speaker and time of day.
Awards:
capacity with their activities.
•
63% of respondents indicated that they felt there were
enough opportunities to be involved in the chapter
but that there could be more and they could be better
advertised.
•
The average length of time respondents had been
involved in or a member of IABC was 19 years. Most
respondents had been involved in or a member of IABC
for 4–7 years.
•
56% of respondents indicated that they would consider
board service if they didn’t have to become an IABC
member.
•
31% of respondents indicated that they would like to
see the chapter work to encourage more participation in
IABC at the regional and international levels.
•
•
The majority of respondents indicated that on a scale
of 1-10, the importance of the chapter’s Bronze Quill
program aligning with IABC’s Silver and Gold Quill
programs was a 4.
•
100% of respondents indicated that scoring and
feedback from judges was meaningful whether or not
an entry won an award.
•
44% of respondents indicated no preference between a
lunch or dinner awards event.
CMP Certification:
•
The majority of respondents indicated that on a scale
of 1-10, their interest in the new IABC Communications
Management Professional (CMP) certification process
was a 4.85.
•
The majority of respondents indicated that the top
three ways the chapter could support them and their
career was through professional development lunches,
through professional development workshops with
hands-on learning, and through local networking
opportunities.
50% of respondents indicated they did not wish to be
more involved with the chapter because they were at
•
On a scale of 1 to 9 (with 1 being never and 9 being all
the time), when asked if they felt the board of directors
listened and made changes in accordance to their
suggestions, the mean value from respondents was
5.20.
When asked by IABC International for a “best rough estimate
of how many nonmembers the chapter serves per year,” we
replied with the following information:
•
Our email distribution list goes to 269 subscribers: 42
are members and 227 are nonmembers.
»»
Whenever someone registers to attend an event
they are added to our master list.
»»
We recently went through our past member list
and added people we could verify good email
addresses for.
»»
We also let people self-subscribe/unsubscribe.
Pricing & Renewal:
•
69% of respondents indicated that pricing was a
deterrent to their participation in chapter events.
•
65% of respondents indicated that without employer
funding they couldn’t be a member of IABC and
19% indicated that they couldn’t attend lunches or
participate in awards programs without employer
funding.
•
•
Chapter Involvement & Participation:
•
Confidence:
•
1/3 of the respondents indicated that they attended
chapter events as a nonmember, rather than becoming
a member, because dues were cost-prohibitive and
membership benefits were not worth the price.
78% of nonmember and 100% of former member
respondents indicated that they would be interested
in becoming a member of the chapter if a reduced
rate was available that excluded any regional and
international IABC benefits.
60% of former member respondents indicated that the
top three factors influencing their decision not to renew
their memberships were price, not enough valuable
professional development opportunities and not
enough career support opportunities.
Page 15
•
•
For 2015, we tracked member/nonmember registration
for eight programs: two were strictly holiday networking
events; one was the Bronze Quill 2015 event; and five
were PD lunches.
»»
We averaged 20–23 attendees per event.
»»
We averaged 15–18 members per event.
»»
We averaged 8–10 nonmembers per event.
A significant portion of our nonmember participators
are people who were members at some point in the
past. We do have a large contingent of what we refer to
as “regular nonmember participators.”
Going Forward:
•
We should work to revitalize marketing membership
beyond Texas A&M communicators by capitalizing
on how creating connections with Texas A&M
communicators can benefit other communicators in the
community, rather than trying to ignore the Texas A&M
connection.
HOME
Membership
•
•
We should continue to market
membership within the community of
Texas A&M communicators in order to
stabilize and perhaps grow the IABC goldlevel corporate membership group, which
requires at least 31 members. As of April
2016, BVIABC has 47 members.
We should continue to recognize that
regular nonmember participators are a
valued segment of our target audience and
continue to market our events and content
to them.
»»
•
IABC International recognizes the role
it should be playing in promoting
awareness and best practices within
the field of business communications
for all practitioners, not just members,
and our chapter should as well.
◊
•
Filling some of the potential
senior director positions with
student interns may be a viable
part of this strategy.
Continuing to increase our chapter’s value
proposition and bettering communication
about the value of IABC overall is crucial.
»»
We are planning to provide a
virtual networking opportunity for
communicators within the Brazos
Valley via the Slack messaging
platform. See “Creating Virtual Value
for Professional Organizations” by
Chase Friedman, vice president of
communications, on The Blog at
bviabc.com for more information on
this initiative.
We plan to investigate the best way to be
of value to students in the community.
»»
While a student chapter or heavy
recruiting of student members is not
a priority at this time, finding ways
to mentor students and solicit their
participation in our chapter’s content
activities and events should be.
The Brazos Valley is located in southeast Texas, and includes parts of seven counties along
the Brazos River, as shown on the map to the right. Broadly speaking, we’re southeast of
Waco, northwest of Houston, and east of Austin. At present, our membership marketing
focuses on communicators working for Texas A&M in the Bryan-College Station area only.
(Map courtesy of the Brazos Valley Council of Governments)
Page 16
HOME
Professional Development
The role of the vice president of
professional development (or “programs”)
has long been regarded as the most
Monika Blackwell
important and also the most time
Courtney Bosquez
2015
and effort consuming position on the
The following is an accounting of our 2015 chapter
professional development events.
BVIABC board of directors. This director is
responsible for planning all chapter events
(beyond those in support of the awards
program), which includes after-hours
Toast to 2015!
networking events, regular lunch meetings,
Date/Time: Thu., Jan. 22,
2015 | 6:00 PM to 9:00 PM
(CST)
and workshops.
For the 2014–15 board term the vice
Place: Private Home |
College Station, TX 77840
president of professional development was
Monika Blackwell. Courtney Bosquez is the
»»
The change of atmosphere was met with good
feedback from members and nonmember
participators.
»»
Because of the lower price per meal and no
minimum attendance required, the chapter began
to consistently make a profit on our lunch events.
»»
The space was smaller than the previous location
and the chapter soon began to outgrow the facility.
VP of professional development for the 2015–16 board term
and plans to continue in the role through the 2016–17 board
term. She attended IABC Leadership Institute (LI) in February
2016 with Chase J. Friedman and Jennie L. Lamb.
Background
•
For several years prior to the 2014–15 board term, our
chapter had a contract for a set number of lunches
per year, stipulating a minimum attendance at each,
with Christopher’s World Grille, a local restaurant and
meeting facility in Bryan, TX.
»»
»»
•
Prices had steadily increased and despite increasing
ticket prices, our chapter was not making an
adequate profit per nonmember attendee and was
losing money per member attendee.
A couple of times, the minimum attendance
wasn’t met and the chapter had to absorb costs of
uneaten meals.
We moved our regular lunch meetings to Amico Nave
Ristorante, located in Bryan, TX, at the beginning of the
2014–15 board term.
•
In 2012 and 2013, the chapter did not hold a longer
workshop event as it
had in previous years.
•
In December 2014,
past president and
long-time member
Pam Wiley gifted
the chapter with
her facilitation of a
workshop called “The
Passion Test.”
»»
Registration: 12 members |
0 students | 3 nonmembers =
15 attendees
Net Ticket Sales = $11.28 | Expenses = $325.95
Net Loss for Event = $314.67
February Lunch—Managers as
Communication Ambassadors
with Adrienne Ciletti
Date/Time: Thu., Feb. 19, 2015 |
11:30 AM to 1:00 PM (CST)
Place: Amico Nave Ristorante |
Bryan, TX
Ticket Prices: $30 for members
& students | $40 for nonmembers
Pam Wiley
(BVIABC Member)
With little money
spent for facility,
food, or speaker fees, the chapter realized a healthy
profit from the event.
Page 17
Ticket Prices: Free for
members | $5 nonmembers
Adrienne Ciletti
Registration: 16 members | 1 student | 6 nonmembers =
23 attendees
HOME
Place: Amico Nave Ristorante | Bryan, TX
March Lunch—The Marketing
Trifecta: Harnessing the Power of
SEM, SEO, and Social Media with
Christine Hollinden
Ticket Prices: $30 for members & students |
$40 for nonmembers
Registration:10 members | 0 students | 13 nonmembers =
23 attendees
Date/Time: Thu., Mar. 26, 2015 |
11:30 AM to 1:00 PM (CDT)
Bryan, TX
Net Profit for Event = $319.05
Krista L. Smith, MBA (BVIABC member)
gives a presentation about Texas A&M University’s
social media program at the March 2016 Lunch + Learn.
Christine Hollinden
Registration: 12 members | 2 students | 13 nonmembers =
27 attendees
Net Profit for Event = $289.94
November Lunch + Learn—Crisis
Communication: Lessons Learned
from the Disaster Zone feat.
Angela Clendenin
Going Forward
•
Date/Time: Fri., Nov. 20, 2015 |
11:30 AM to 1:00 PM (CST)
Bryan, TX
June Lunch—Navigating
a Protracted Story Pitch
with Tonya B. Lewis
Angela Clendenin
(BVIABC Member)
Date/Time: Thu., Jun. 25, 2015 |
11:30 AM to 1:00 PM (CDT)
Registration:14 members | 1 student | 8 nonmembers =
23 attendees
Bryan, TX
Prior to the 2015–16 board term it was believed that
seeking speakers for regular lunch meetings from
outside the Bryan-College Station area would draw
larger crowds and help our chapter objective of not
appearing to be a group only for Texas A&M-affiliated
communicators.
»»
During this board term, we have seen increased
attendance at regular lunch meetings, which have
predominantly featured local speakers. We believe
this is because communications at the university
are decentralized and so BVIABC is creating
connection for our audience of Texas A&M-affiliated
communicators. We plan to continue to feature
featuring local communicators as speakers at our
lunch meetings and networking events.
»»
Lunch meetings are not an adequate setting
to provide a significant learning experience,
so we plan to alter our marketing strategy for
these meetings to highlight the networking
opportunities instead.
Net Profit for Event= $252.88
Tonya B. Lewis
Registration:10 members | 0 students | 2 nonmembers =
12 attendees
December Holiday 2015
Mixer
Date/Time: Thu., Dec. 3,
2015 | 6:00 PM to 8:00 PM
(CST)
Place: The Village Cafe |
Bryan, TX
September Lunch +
Learn—Is Print Dying?
feat. Bill Toler of Swift
Communications
Date/Time: Thu., Sept. 17,
2015 | 11:30 AM to 1:00 PM
(CDT)
Ticket Prices: Free for all
(registration only)
•
Registration: 4 members | 0 students | 6 nonmembers =
10 registrants (9 people actually attended)
Expenses = $125.27
Page 18
In 2016, we have been testing alternative locations for
our regular lunch meetings. There’s been mixed success
at different venues but overall we’ve benefited from no
long-term contract, lower costs per meal, and marketing
to a more diverse audience by holding meetings in
multiple locations in our area.
HOME
•
Because the chapter isn’t holding a Bronze Quill Awards
program in 2016, the vice president of professional
development is planning a two-session, day-long
workshop event featuring hands-on learning with
speakers from outside the local area that will take
place in late spring.
M. Kasperbauer, E. Carlton, M. Blackwell, H. Conley,
and J. Lamb at happy hour with Darcy Eikenberg.
Jason Cook speaks about Texas A&M’s move to the
Southeastern Conference (SEC) at The Village in 2012.
»»
The morning session will be a skills-based
workshop. The afternoon session topic will be
more abstract in nature but still hands-on, such as
emotional intelligence, personal branding or worklife balance.
Darcy Eikenberg speaking
at a Lunch + Learn in 2013.
Robin McCasland speaking
at a Lunch + Learn in 2013.
Area communicators gather for a networking
breakfast at Sweet Eugene’s in 2012.
Page 19
»»
Attendees may chose either session and lunch will
be provided with both allowing for networking
between sessions. A reduced rate will be available
for attendees who register for both sessions.
Chase Friedman, Kelli Levey, and Leanne South, ABC,
listen to Robin McCasland, IABC IEB Chair 2013–14.
Keta and David S. Jones, ABC, at a networking
event at Perrine Winery in 2012.
Ronne Rock speaks at a
Lunch + Learn in 2014.
HOME
Finance
BVIABC finances are managed by the vice president of finance,
◊
who is a member of the chapter’s executive committee and
the board of directors. For the 2014–15 board term, the vice
president of finance was Jennie Lamb. For the 2015–16 board
term, the vice president of finance is Marie Lindley, and she
•
A yearly budgeting process takes place each fall.
»»
plans to continue in the role for the 2016–17 board term.
Background
•
The chapter maintains a business checking account and
igning authority is shared by the president and the vice
president of finance, currently Jennie Lamb and Marie
Lindley. Both of these individuals also have debit cards
for the account.
»»
•
During the board transition in July, the incoming
president and vice president of finance visit the
bank to change the signing authority documents,
providing the bank with a letter from the incoming
president and minutes of the recent board meeting
showing the new board roster.
Most of the income the chapter receives is through
ticket sales for professional development events.
»»
»»
The chapter uses Eventbrite.com and it’s credit
card processing services for these transactions.
After an event has taken place, a deposit of the
net proceeds from ticket sales is automatically
transferred into the chapter’s checking account.
»»
•
Files of hard-copy receipts and approvals
(Hard copies of financial records are kept for
two to three years and then scanned for digital
keeping thereafter.)
Each vice president of a portfolio area is
responsible for consulting with the vice president
of finance and the president to set that area of the
budget.
The vice president of finance then presents a final
budget for the next calendar year at the November
meeting for board approval.
The vice president of finance maintains a separate
Dropbox from the board’s Dropbox where financial
records are backed up digitally for several years.
»»
There is also an extensive procedure manual for
the vice president of finance which is updated as
needed.
Grants Received
$400.00
Quickbooks Online
◊
Budget vs. Actual accounting spreadsheet
shared at each board meeting
Return of Erroneous
Bank Charges
$15.00
•
Each February, IABC chapters are responsible for
sending a financial report to IABC International.
»»
Chapters within the United States do not pay their
own taxes to the IRS. They are handled by IABC
International and these yearly reports are necessary
for that process.
»»
The pie charts below and the table on the following
page illustrate the financial accounting of the
chapter for the 2015 calendar year, which was
reported to IABC International via email by the vice
president of finance on January 25, 2016.
2015 BVIABC Expenses
Holiday Event
Gifts $451.22
$202.56
Website
$128.00
Dues Rebates
$1,620.00
Administrative
$1,233.29
Chapter Events
$3,381.36
Awards Program
$2,555.06
Advertising
$12.26
Speaker Expenses
$352.37
Page 20
Marie Lindley
2015
2015 BVIABC Income
Records of chapter finances are kept by the VP of
finance in three ways:
◊
Jennie L. Lamb
Meeting Expenses
$175.77
Awards Program
$1,921.30
Chapter Events
$2,193.16
HOME
Finance
Going Forward
•
•
In the past, we used PayPal for certain times when payments needed to be collected,
such as for award entries and trophy reorders. However, there have been some issues
with changing names on the PayPal account as members have left the vice president
of finance position and revolved off of the board of directors.
We intend to discontinue to the current PayPal account, since there will be no
chapter awards program in 2016. If a need arises for an alternative payment system
in the future, a new account may be created or other means of accepting payments
can be investigated.
»»
•
As of December 31, 2015, the current PayPal account held a $0 balance.
In January 2016, the vice president of finance made the following adjustments to
streamline the monthly financial record-keeping processes:
»»
Integrated the chapter’s Quickbooks Online account directly with the chapter’s
checking account
»»
Established a new tracking form to streamline hard-copy records
»»
Noted in the finance procedural manual that debit card use has replaced the use
of checks as our standard form of payment
BVIABC Financial Statement for January 1, 2015–December 31, 2015
Income
Amount Definition
Dues Rebates
$1,620.00 Membership rebates received from IABC International
Awards Program
$2,555.06 Monies received for chapter awards activity
Chapter Events
$3,381.36 Monies received for chapter-held activities
Grants Received
Return of Erroneous Bank Charges
Total Income:
Expenses
Meeting Expenses
$400.00 Receipt of funding for a specific project/award
$15.00 Return of erroneous bank charges for paper statements
$7,971.42
Amount Defintion
$175.77 Payments made to vendors/reimbursements to board
members that were incurred for/during the meeting
Awards Program
$1,921.30 Payments made to vendors that were incurred for/
during the activity
Chapter Events
$2,193.16 Payments made to vendors that were incurred for/
during the activity
Speaker Expenses
Advertising
Administrative
$352.37 Payments/gifts made to speakers & related expenses
$12.26 All advertising expenses
$1,233.29 Postage, PO Box rental, bank charges, bookkeeping
services, & board insurance, etc.
Website
$128.00 Expenses incurred for maintaining chapter website
Gifts
$202.56 Staff recognition or unforeseeable event
Holiday Event
$451.22 Payments made to vendors that were incurred for/
during the activity
Total Expenses
$6,669.93
Net Income as of 12/31/15
$1,301.49
Bank Balance as of 1/1/15
Less Outstanding Checks
Add Net income (from above)
as of 12/31/15
Total balance as of 12/31/15
Bank Balance as of 12/31/15
Less Outstanding Checks
Total balance/assets as of 12/31/15
$8,089.00
Agrees with prior year’s ending
balance/bank statement
–
$1,301.49
$9,390.49 *
$9,390.49
Agrees with current year’s ending
–
$9,390.49 *
Agrees with current year’s ending
* These two lines must be equal.
Page 21
HOME
Stay Connected.
Join IABC-wide conversations on Twitter: #createconnection, #IABC, #IABCieb, #IABCLI, #IABC16
Follow BVIABC on Twitter: @bviabc + #BVIABC
Join BVIABC on Facebook: facebook.com/bviabc
Stay
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Explore our history archive online at:
bviabc.com/about/bviabc-history
Thanks for joining us!
Let us know how we’re doing.
Checkour
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Explore
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to our event survey!
bviabc.com/about/bviabc-history
Thanks
for1981–2016
joining us!
BVIABC:
The
The
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International
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Executive
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Executive
Board,
Board
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Boar
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Bo
members.
members.
members.
members.
members.
members.
The
The
The
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IEB
IEB
IEB
IEB
IEB
develops
IEB
develops
develops
develops
develops
develops
the
the
the
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str
th
sts
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the
the
the
Association
the
Association
Association
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Association
Bylaws
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approved
approved
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the
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the
the
IABC
the
IABC
IABC
IABC
IABC
IABC
Foundation.
Foundation.
Foundation.
Foundation.
Foundation.
Foundation.
BVIABC Presidents from left: Anne Cole, 1986-87;
Blair Williamson, 2014-15; Jennie L. Lamb, 2015-17;
and Suzanne Deatherage, 1991-92;
at a 35th Anniversary Mixer in March 2016.
IABC/Brazos Valley (BVIABC)
Post Office Box 701
College Station, Texas 77841-0701 USA
bviabc.com | [email protected]
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Page 22
Phone: +1 415.544.4700
Toll Free: 800.776.4222
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OCTOBER-DECEMBER
OCTOBER-DECEMBER
OCTOBER-DECEMBER
2015
2015
2015
2015
2015
QUARTERLY
2015
QUARTERLY
QUARTERLY
QUARTERL
QUARTER
QUARTE
RR

Annual Report 2015 - IABC Brazos Valley

Transcription

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