A few years ago, the American Nurses Association went through a major shift in their membership structure that significantly reduced the number of their members. At ASAE Annual they discussed their process of strategically gaining back members with the help of a marketing consultant. In addition to the amount of research they compiled examining their members’ preferences and behaviors, they used SMART planning to continually improve their marketing and engagement goals. We think that same methodology can be applied to help you consider different CRM vendors to better meet your technology needs.
How to Be SMART
SMART is an acronym for a goal setting guide whose criteria are attributed to Peter Drucker’s Management by Objectives concept. You make sure that your goals are clear and reachable by using the following:
- Specific (simple, significant)
- Measurable (meaningful, trackable)
- Achievable (attainable)
- Relevant (reasonable, realistic)
- Time bound (timely, time-sensitive)
Consider the overall goal you have in mind. For the purposes of this article, the overall project goal will be:
Find an integrated software platform that reaches all my association business processes.
Let’s Get Specific
When identifying this Goal, you should answer the following questions:
Achieving the Seemingly Impossible
Relevant for Today
Time is of the Essence
Once you have completed the questions in the presented tables, review everything you wrote and ask yourself:
- What have the answers to the questions in the SMART goals revealed?
- Do my SMART goals still align with my overall goal?
- Do I need to write a new overall goal?
Being “SMART” about how you approach your technology in the beginning will help you to have an easier path toward helping your organization successfully reach a digital transformation in the end …and beyond.
Altai offers automatic upgrades, easy reporting, and seamless integration with everything on the largest most robust and easy to use Association Business Platform. If you are interested in learning more, contact firstname.lastname@example.org or join us for a no obligation high level demo.