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Making Go/No-Go Decisions & Generating Fresh Ideas Mariah Burton Nelson, MPH, CAE VP, Innovation & Planning, ASAE

Making Go/No-Go Decisions at ASAE, for KCSAE, by Mariah Burton Nelson

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A cross-discipline team at ASAE is inventing a new product development process for associations so that you don’t have to. Here's a summary of how ASAE evaluates new product proposals, who makes the decisions, and with what criteria. This presentation to the Kansas City Society of Association Executives (KCSAE) also explains how to encourage innovation, fill the idea pipeline, and analyze and balance an organization’s entire portfolio of programs, products, and services. The final slides pose questions designed to help you create a process for making decisions about what programs, products, and services to offer—and which to discontinue, and when. This step-by-step process will help you put ASAE's new product development principles into practice at your own association - based on your size, resources, and needs. By Mariah Burton Nelson, VP, Innovation and Planning, ASAE

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Page 1: Making Go/No-Go Decisions at ASAE, for KCSAE, by Mariah Burton Nelson

Making Go/No-Go Decisions & Generating Fresh Ideas

Mariah Burton Nelson, MPH, CAEVP, Innovation & Planning, ASAE

Page 2: Making Go/No-Go Decisions at ASAE, for KCSAE, by Mariah Burton Nelson
Page 3: Making Go/No-Go Decisions at ASAE, for KCSAE, by Mariah Burton Nelson

Where oh where is the Annual Meeting Program?

Page 4: Making Go/No-Go Decisions at ASAE, for KCSAE, by Mariah Burton Nelson

Agenda

1) Share ASAE’s disciplined, strategic process for decidingwhat to create,what to discontinue, and how to balance the whole portfolio.

2) Help you create your own process.

Page 5: Making Go/No-Go Decisions at ASAE, for KCSAE, by Mariah Burton Nelson

Order. Space. Beauty.

Page 6: Making Go/No-Go Decisions at ASAE, for KCSAE, by Mariah Burton Nelson

Alignment

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Embracing new ideas together

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New Product Development (NPD)Product Development & Management

Product Lifecycle ManagementPortfolio Management

Product Innovation Process Stage-Gate

Whatever You Want to Call It

Page 9: Making Go/No-Go Decisions at ASAE, for KCSAE, by Mariah Burton Nelson

Good Decisionsabout what to do – and not do

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What’s the Purpose?

Spark Innovation. Serve Members. Strengthen the Organization.

Page 11: Making Go/No-Go Decisions at ASAE, for KCSAE, by Mariah Burton Nelson

What Are the Benefits?

•Better products•Better ROI•Happier members

Page 12: Making Go/No-Go Decisions at ASAE, for KCSAE, by Mariah Burton Nelson

Interconnected Parts

Product Review

Portfolio Analysis

Idea Generation

Page 13: Making Go/No-Go Decisions at ASAE, for KCSAE, by Mariah Burton Nelson

Product Review

• Green-light products that…– Serve members AND– make good business sense…

• “Sunset” products that…– have outlived usefulness – OR generate low ROI

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What Counts as a “Product”?

Anything ASAE produces & distributes, for a fee or for free

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What Does NOT Count as a Product?

• “Support and Enablers”: Governance, Executive Management, Finance, IT, Web, Social Media, Marketing

• Projects (plans, undertakings, tasks) e.g. Web updates, research, presentations, meetings.

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What Criteria Does ASAE Use?

Innovation (not required, but desired)

Value (Strategic Fit, Member Needs, Market Viability, Feasibility)

Financial Net (Projected $)

Red Flags (potential problems)

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Scoring

1) If Value <3.5 = RED*2) If Value = 3.5+, review $Net

a) If $Net >0 = GREEN.b) If $Net <0, discuss

3) If Red Flags >3.5, discuss.4) *If Innovation >3.5 -> R&D

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How Was Our Process Created?

1) Corporate best practices, especially Robert G. Cooper’s Stage-Gate, modified for ASAE

2) Staff input via “Listening Tour”

3) Pilot testing

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Staff Requests1) Inclusion 2) Transparency3) In-person communication4) Departmental trainings5) Clear information in variety of formats6) Systems thinking7) Research and data-based decision-making8) Simple software design9) All info in one easily accessible place10) Streamlined, fast process11) Decouple discontinued products from staff

performance. Don’t say "Product X is being discontinued because it was run poorly."

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Who’s on the NPD Team?

9 Review Team staff members with expertise in business, fundraising, innovation, membership, programs, publications, & partnerships.

6 Resource (budget) Team : IT, Web, HR, Meetings, Research, Marketing, Finance

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APPLICATION STEP ONEStaff/Members Develop Idea

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STEP TWOApplicant Proposes Idea to NPD Team

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STEP THREE NPD Team Reviews Proposal with input from CEO

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Two Possible Decisions

Green: Approved (with recommendations)

Red: Declined (with explanation)

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Unintended Benefits

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1) Product Title2) Status (proposed, new, legacy)3) Department4) Category (book, online course, etc)5) Level (intro, applied, strategic)6) Revenue (recent FYE or proposed)7) Expenses (recent FYE or proposed)8) Net (recent FYE or proposed)9) GL Code10) Lead Staff Person11) Member need (content, community, career)12)Target audience (senior staff, managers, etc)13)Target staff size (small, medium, large)14)Volunteers involved?15)Projected reach16)Evaluation scores from attendees17)Evaluation scores from NPD Team

SAMPLE PORTFOLIO DATA

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Quiz: What Drives Innovation?

A) Innovative leadersB) Innovative productsC) Environments that foster innovation

--Jim Collins, Leading for Innovation

Page 28: Making Go/No-Go Decisions at ASAE, for KCSAE, by Mariah Burton Nelson

Relentless Creativity

How can we get better?What else might we try?What if…

What did we learn from that?

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Innovation Formula

Study Portfolio and Market

Choose Strategic Buckets

Solicit LOTS of ideas

Beta-Test, Revise, Launch

Page 30: Making Go/No-Go Decisions at ASAE, for KCSAE, by Mariah Burton Nelson

1) Online consultation?2) Webinar?3) One-day workshop?4) Four-day course?5) Workbook?

Beta Tests

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Complaints and Challenges1)“Who gets to be on the NPD Team?”2)“Will decisions be fair?”3)“We’re losing autonomy.”4)“Hurry up – but everyone must be included & happy.”5)“We were already successful without this.”6)“Why focus on money?7)“How many products DO we have?”8)“How many products SHOULD we have?”9)“How can we be truly innovative?”

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How Can You…

Spark Innovation,Serve Members,& Strengthen Your Organization?

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Three Key Steps

1)People2)Priorities3)Process

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People: Build the Team

a) Who will be the decision-makers? b) What expertise should they have? c) Who will be in charge? d) How can you obtain and

communicate CEO support?

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Priorities: Decide What’s Important

a) What review criteria will you use?b) Begin with Product Review, Portfolio

Analysis, or Idea Generation?c) Review all products, or just new?

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Process: Create an Efficient Method

a) How often will you meet?b) What goals will you set?c) How will you involve other

staff and members?d) How can you measure – and

ensure – success?

Page 37: Making Go/No-Go Decisions at ASAE, for KCSAE, by Mariah Burton Nelson

Let’s stay in [email protected]

ASAE Member Collaborate Group: Ideas & Innovations

Twitter: TallMariah

Innovation is always unfinished:a work in progress!