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Unleashing Collective Intelligence: Part 2 – Exploring Data Collection and Utilization in Associations

By Tod McCloskey • October 3, 2024

In Part 1, we discussed the importance of collective intelligence in associations, emphasizing how it fuels informed decision-making, sparks innovation, and strengthens community engagement. Central to this process? Data. In Part 2, we delve into the types of data associations collect, how to understand member data needs, and how associations can transform that data into actionable insights that benefit both members and the broader industry.

Understanding Member Data Needs

Understanding what data members value is the foundation for leveraging collective intelligence. Members may be seeking insights on industry trends, benchmarking, or regulatory updates. When associations are proactive in identifying data gaps—areas where members’ needs or wants aren’t being met—and align their data collection with these priorities, they enhance their relevance.

“For us, it was about making the right decision with the right research—something that pushes thinking beyond just the moment. The goal was to discover the ‘aha’ insights that not only change how we make decisions in a traditional business model, but could lead us to the blue ocean, opening new possibilities and transforming the industry,” stated Artesha Moore, FASAE, CAE, CEO of Association Forum.

Identifying Data Gaps

Pinpointing the specific data members need can be a challenge. A good starting point is categorizing potential needs, such as industry trends, benchmarking, and regulatory updates. For instance, industry trends reveal market shifts, while benchmarking allows members to compare their performance with peers. Engaging directly with members through surveys, focus groups, or interviews can uncover these needs, guiding associations toward more targeted data collection strategies.

Engagement through Surveys

Surveys are a key tool for understanding member data needs. Their effectiveness lies in clear, concise questions that address specific concerns. Including both quantitative and qualitative questions provides a comprehensive view of member preferences.

Todd Snell, VP/COO of Hargrove & Associates, Inc., underscores the importance of understanding the value of the data: “What is the outcome? Those insights and findings will help guide the decisions association leaders make. A survey is useless without considering the impact the results can make.”

To encourage participation, associations can offer incentives, ensure inclusivity, and make the process user-friendly. Angela Kay Larson advises approaching surveys with genuine curiosity: “We’re not leading the witness. There’s nothing in it for us other than to help the association and get actionable information.”

Current Data Collection Practices in Associations

Many associations already gather valuable data, but refining these practices can lead to better results. Member demographics, participation metrics, and feedback are commonly collected, yet associations can expand by adding benchmarking data or engaging in data exchanges to compare transactional information.

Benchmarking helps members gauge their performance, while data exchanges aggregate information from multiple members, offering broader industry insights. By broadening the types of data collected, associations can provide more comprehensive benefits to members.

Data Collection Methods

Associations utilize platforms like Association Management Systems (AMS) and Customer Relationship Management (CRM) systems to capture and analyze member interactions. However, data quality, privacy concerns, and inconsistent participation can pose challenges. Robust data governance and transparent communication about the benefits of data sharing are essential to overcoming these hurdles.

Framing a Survey or System for New Data Capture

To capture meaningful data, associations must define the purpose and objectives of their collection efforts. Whether through surveys or other methods, clear goals ensure the data is actionable and relevant.

When developing surveys, a mix of quantitative and qualitative questions can yield rich insights. Associations should pilot surveys with a small group to ensure clarity before launching them widely.

Maximizing response rates is key. Offering incentives, using clear communication, and simplifying the process with mobile-friendly formats all contribute to higher participation. Once data is collected, careful analysis ensures meaningful insights that drive future data strategies.

The Role of New Data in Decision-Making

By leveraging new data, associations can inform strategic planning, policy advocacy, and service development, all leading to more effective decision-making for their future. For example, if survey data highlights specific member challenges, associations can create resources or advocacy efforts to address them.

Building a Data-Driven Culture

Cultivating a data-driven culture involves fostering data literacy among members and integrating high-quality data into decision-making processes. Establishing commitment and quality to this culture ensures the reliability and relevance of the data, enhancing its value for decision-making.

Public vs. Private Data in Associations

Associations handle both public and private data, each with unique considerations. Public data is widely accessible, while private data includes proprietary or member-specific information. Managing these data types requires a balance between transparency and privacy.

Associations must carefully navigate the legal and ethical implications of sharing sensitive information, using strategies like non-disclosure agreements and clear data governance policies to protect private data. Combining public and private data can offer a more complete picture, helping members understand how they compare to industry benchmarks while preserving confidentiality.

Conclusion

Data is a powerful tool for associations aiming to harness collective intelligence and make fact-based decisions. By understanding member needs, refining collection practices, and effectively managing both public and private data, associations can unlock insights that drive value for their members and industries. As data opportunities expand, fostering a culture that prioritizes quality data will ensure associations remain leaders in their fields, shaping the future through informed decision-making.

About The Author

Tod McCloskey is a Director, Partner Development at Naylor Association Solutions. Reach him at [email protected].