Affiliate Study Task Force: A Report on Progress

1. Affiliate Study Task Force: A Report on Progress Presented at ASCD Leader to Leader July 24, 2010

2. An Introduction ~ Affiliates are diverse. . . • Presently 58 affiliates in US, Canada, the Caribbean and Asia • Range in size from 50 to 2534 members • Range in revenue from $760 to $698,785 • Range in dues from $15 to $105 • Membership in ASCD does not include membership in an affiliate; legally separate organizations that work interdependently

3. . . .the importance of affiliates. . . • ASCD looks to its affiliates for leadership and governance; Board of Directors and Leadership Council consist primarily of affiliate representatives with proportional and at-large members • Affiliates hold a critical role in ASCD leadership; one-third of ASCD’s policy-making body is comprised of members elected by LC • Affiliates, approximately 25% of ASCD members, have a leadership role greater than their numbers, making a strong, thriving affiliate program essential to ASCD’s overall strength as a membership organization

4. Trends in Affiliates and ASCD • Overall membership declined • The proportion of ASCD members joining an Affiliate lessened • Revenues decreased, some with year-end deficits ~ Indication of need to study the Affiliate program ~

5. The Creation of a Task Force The Affiliate Study Task Force was charged to: • Study ASCD’s current affiliate program and explore how to strengthen the effectiveness of affiliates and their role within ASCD; • Develop recommendations for the ASCD management for action and/or further study.

6. Task Force Members • Leslie Andersson, Vancouver, BC, Canada • Curtis Cain, Emerging Leader, Kansas • Jane Cobia, ASCD Board of Directors • Tony Frontier, President-elect, Wisconsin ASCD • Mike Hendricks, President, California ASCD • Chris Himsel, Past-President, Indiana ASCD • Judy Morgan, President-elect, New York ASCD • Brian Peterson, Emerging Leader and President-elect, New Mexico ASCD • Yolanda Rey, Executive Director, Texas ASCD • Claire Struck, Recipient of Vision in Action, the ASCD Whole Child Award, Iowa • Alice Wells, Executive Director, Arizona ASCD • Marie Adair, Chairperson, Executive Director, New Jersey ASCD

7. Process & Resources • Meetings of Task Force in February and June • Introduction and elaboration of the charge by Dr. Carter and Judy Seltz To expand our understanding of the charge~ • Task Force received presentations on: *Best Practices in Association Membership *ASCD Affiliate Program Survey Results *ASCD Membership Trends *Affiliate Data Overview

8. An Additional Resource *The Executive Directors Questionnaire Summary - 3/10: ASCD asked the executive directors three questions: 1. What should the ASCD affiliate of the future look like? 2. What is the ideal and mutually beneficial relationship of ASCD and the affiliates? 3. What resonates with the executive directors in the Affiliate Program Survey of members?

9. Process & Resources Articles and other published resources • 2020 Forecast: Creating the Future of Learning by Knowledge Works • Seven Measures of Success (What Remarkable Associations Do That Others Don’t) • The New Future of Governance * • Designing Knowledge Ecologies for Associations *

10. Designing the Affiliate of the Future • Connections To understand where we want to be, we ~ examined past practices ~ looked at how we currently function ~ imagined a future state for affiliates • From The Future of Governance article, we envision an organization that ~ operates flexibly ~ provides easy access to information ~ recreates itself based on member needs

11. Assumptions #1. ASCD will have affiliates located worldwide, operating as legally separate organizations that communicate, network and collaborate with each other and with ASCD to advance ASCD’s mission and beliefs. #2. Affiliates will provide member engagement in advancing ASCD goals and vision in a local context. #3. Each affiliate will maximize its capacity to attain its goals through flexibility and adaptability, using trends, research, and data.

12. An Overarching Goal Goal: moving affiliates from the current practices in which we function to a transformed future ___________________________________________________ Transactional Present to Transformational Future ____________________________________________________________ ~ Goals (Action Oriented) ~ Drivers of Change (Results Oriented) ~ Knowledge as power ~ Shared power through collective access to knowledge ~ Meetings ~ Flexible access using technology ~ Limited coordination or ~ Sharing and coordination between sharing of resources affiliates as a natural part of our work between affiliates ~ Responsibility to continue ~ Responsibility for innovative solutions current practices when to member needs no longer effective

13. On becoming an Affiliate of the Future Next Steps • Acquire responses to the recommendations from members of the Task Force • Formalize the report: The Affiliate of the Future: Transaction to Transformation for ASCD management • ASCD studies recommendations; communicates with affiliates; develops implementation plan with affiliates.