Begin again: associations going digital

The events of the past 12 months have forced associations from viewing digitalisation as a trend to recognising it is as a necessity and enforcing it within a very short timeframe. 

The current situation has pushed many organisations into taking their first serious digital steps – in many cases moving an in-person meeting online – succeeding in transforming an association to be relevant online should be more than just a reaction – it must be a mindset. And a mindset that considers the whole association’s mission and journey. 


" Succeeding in transforming an association to be relevant online should be more than just a reaction – it must be a mindset. "

It is not about converting offline products and services to an online environment. In fact, a popular article on defines digital transformation as the acceleration of activities, processes, competencies, and models to leverage the opportunities presented by technology and its impact in a strategic way. It’s about value, people, optimisation, and the capability to rapidly adapt when needed. Being relevant digitally is about using the right tools for the right situation in support of the association’s mission and goals, be it improving how the organisation operates or increasing its value to members. 

What benefits can the digitalisation process deliver and what tools are needed for it to be successful?

  1. Reach – an organisation can achieve a larger mark digitally than if limited to the physical environmentMany organisations successfully moved courses, webinars, events, etc., into a digital format where there are no location restrictions. For participants, there are lower costs associated with attending, allowing those from different segments to take part, such as young professionals or those from lowerincome groups. New tools including translation and captioning allow for a better understanding by a wider audience of the content itself. Marketing automation allows for tailored messages to different targets.AR and VR developments enable the live experience to be recreated better in a digital environment, opening the doors to safe and more practical simulation-based education.  
  2. Connections – while developments are still pending, technology is allowing peertopeer conversations without barriers, supporting co-creation through community platforms, live chats, or collaborative suites. 
  3. Engagement – both internally by supporting communication with the association’s board and stakeholders through closed platforms and tools such as Teams, Slack, etc., and externally, by increasing member engagement through AI and customised communication delivered in different formats. 
  4. Data – everything can be measured online, so delivering deep insights can aid the decision-making of associations, and CRM systems can keep track of members, funders, partners, and their behaviour. 
  5. Automation – simplifying processes for both the association and its members, providing efficiencies, and protecting those all-important association resources can be done with mindful use of communication, social media, CRM, and other tools or apps that can streamline workflows. 

Where to start? 

It may feel like a daunting task for associations to know where to start and so it is critical to: 

  1. Develop a digitalisation strategy that should be interwoven with the wider association strategy. 
  2. Take a stepped approach, rolling changes in a planned way, using data and insight to evaluate outcomes and adapt along the way. 
  3. Think longterm, as what works now won’t be relevant in short space of time, requiring a review of how products and services are designed, developed, and managed, but most importantly continuously evolved. 
  4. Structure for success growing an organisation into its digital skin is fundamentally a disruptive process and requires a shift change in the way teams work and decisions are taken. Associations are not best known for their innovative style and embracing such a change may require a complete rethink of the internal mechanisms and culture.  

In our work with medical and scientific societies, the first step of many was to movtheir education offer online, which is a central part of any association’s mission. Healthcare providers face an increasingly complex array of pressures, with one of the top being lifelong learning and maintaining their expertise. Due, however, to the lack of time that everyone experiences today, and with the current difficulties to meet face-to-face, online education is simply crucial.  

Social media gave the kick to the online life of many organisationscreating ripple effect, such as extending the timeframe of engagement after an event to a continuous year-round conversation. The digital world compliments the impact and effectiveness of face-to-face events and especially in a time where such a contact suddenly became obsoleteonline came to the rescue in order for science to continue. 

For an association to be relevant online, the board must provide quality content, deliver it by using the right technology and wrap it all up with a strategy to engage the community throughout the year. Because if the content was always the king, the delivery is the new reigning queen, then the community is the kingdom.  

By Louise Gorringe, Director of Association Management Operations

The article was originally written for Boardroom Magazine. 

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