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  • Blog

Scalable Self-Service in Online Communities

March 18, 2025 By Jim Storer

Analog Devices, Inc.’s EngineerZone® is a support community that enables customers to engage online with ADI experts and fellow engineers to find answers to complex and frequently asked technical product and application questions.

Challenge: Educate educate existing and potential customers in a scalable, self-service format.

Analog Devices’ Gigabit Multimedia Serial Link (GMSLTM) technology is highly-utilized in the automotive industry. With the technology expanding to other markets including agriculture,industrial automation, and shipping, ADI wanted to offer GMSL training to their customers.

Scalable Self-Service in Online Communities

Community members had also recently requested more course-oriented training material to elevate the support experience.

Goal: Elevate support with a self-service tool

A main goal of the ADI EngineerZone® community is customer support. The community provide various content types for their members to self-serve before seeking support in or outside the community. It was a logical next step to provide training within the community to enhance the customer/member experience and help reduce support queries.

This was the perfect opportunity to collaborate on an educational element within the community that would aid in customer support efforts for the GMSL technology.

Outcome: Increased engagement with expansion potential

The ADI community team built an LMS experience, GMSL U, within their community, EngineerZone (powered by Verint). GMSL U consists of an online catalog of GMSL trainings to equip professionals with the courses necessary to fully understand and implement GMSL across their projects. Members may watch video courses in three tracks and receive a certificate of completion.

The ADI team designed the online university with scale in mind, a template for future expansion into other popular technologies. Members are embracing GMSL U and the community and stakeholders are excited about the uptick in engagement.

Advice from Lisa: Build for the future, not the present.

Lisa has four recommendations for any online community professional looking to scale their community support options with a self-service model.

  • Flexibility is key – Build your community on a versatile platform like Verint Community.
  • Don’t design in a box – Meet with stakeholders to define today’s requirements but think about what will happen when the program expands.
  • Put members first – Look back at your member surveys to seek out projects and content opportunities that align with member feedback.
  • Make data and UX-driven decisions – It’s okay to say no to a feature request if it negatively impacts the customer journey.

Get more actionable ideas for community success in the State of Community Management 2024 report.

More Community Case Studies

  • No Question Left Behind: Transforming Community Engagement Through Effective Communication

    No Question Left Behind: Transforming Community Engagement Through Effective Communication

  • Scalable Self-Service in Online Communities

    Scalable Self-Service in Online Communities

  • The Power of Metrics: Enhancing Community Engagement at ISTE+ASCD

  • Building a Mobile-First Community to Meet Members Where They Are

    Building a Mobile-First Community to Meet Members Where They Are

  • Nurturing a Thriving Community: Insights from UiPath

    Nurturing a Thriving Community: Insights from UiPath

  • Enhancing Community Engagement with Amelie: An Innovative AI Mascot Initiative at Microsoft

    Enhancing Community Engagement with Amelie: An Innovative AI Mascot Initiative at Microsoft

  • Building a Cost Impact Model for Community Growth

    Building a Cost Impact Model for Community Growth

  • Creating Lifelong Fans: The Power of Online Communities for Retailers

    Creating Lifelong Fans: The Power of Online Communities for Retailers

  • Turning Around an Unhappy Community

    Turning Around an Unhappy Community

  • Three Ways Verint Community Drives Success

    Three Ways Verint Community Drives Success

Building a Cost Impact Model for Community Growth

January 30, 2025 By Jim Storer

Esri is the global market leader in geographic information system (GIS) software, location intelligence, and mapping.

The Esri Community Team uses data-driven models to power community-centric initiatives, and align community efforts with the company’s mission, vision, and values.

Despite having high engagement and satisfied members, the Esri Community team struggled to get organization-wide buy-in for expanded community use cases.

Learn how the Esri Community Team built a Cost Impact Model for their online community program and design an impact model of your own in this community case study.

Download the Esri Case Study

More Community Case Studies

  • Eight Ways to Improve Your Online Community Programs

    Eight Ways to Improve Your Online Community Programs

  • Building a Strong Foundation: The Importance of Policies and Governance in Community Management 

    Building a Strong Foundation: The Importance of Policies and Governance in Community Management 

  • No Question Left Behind: Transforming Community Engagement Through Effective Communication

    No Question Left Behind: Transforming Community Engagement Through Effective Communication

  • Scalable Self-Service in Online Communities

    Scalable Self-Service in Online Communities

  • How I’m Using AI as a Community Manager

    How I’m Using AI as a Community Manager

  • The Power of Metrics: Enhancing Community Engagement at ISTE+ASCD

  • Building a Mobile-First Community to Meet Members Where They Are

    Building a Mobile-First Community to Meet Members Where They Are

  • Nurturing a Thriving Community: Insights from UiPath

    Nurturing a Thriving Community: Insights from UiPath

  • Enhancing Community Engagement with Amelie: An Innovative AI Mascot Initiative at Microsoft

    Enhancing Community Engagement with Amelie: An Innovative AI Mascot Initiative at Microsoft

  • Building a Cost Impact Model for Community Growth

    Building a Cost Impact Model for Community Growth

Building Connections Through Community: Esri’s Storytelling Initiative

January 21, 2025 By Jim Storer

In an era where digital connections are more important than ever, Esri stands out as a best-in-class example of innovative community engagement.

As the global leader in geographic information system (GIS) software, Esri has long been committed to harnessing the power of geographic science and technology to create a sustainable world. With a rich history dating back to 1969, Esri continues to demonstrate how geographic approaches can provide insightful solutions to complex problems. The Esri Community—a platform designed to facilitate knowledge-sharing and foster collaboration, amplifies success stories through their innovative storytelling program.

The Heart of the Esri Community

At the core of Esri’s community storytelling initiative are two multimedia series that showcase the tangible benefits of community participation.

Building Connections Through Community
Download the Case Study

1. Esri Community Member Spotlights: Launched in September 2022, this series spotlights customers and partners demonstrating the positive impact of the Esri Community. Featuring monthly stories tailored for both external and internal audiences, this initiative helps to cultivate recognition of the community’s value while fostering deeper connections among members. The stories are not just inspirational; they provide practical use-cases and model behaviors that resonate with a wide range of users.

2. Esri Community: Inside Success: This quarterly series kicked off in early 2023, focusing on Esri staff who successfully integrate the community into their daily work. By providing an internal perspective, these interviews aim to raise awareness among employees about the community’s benefits and encourage greater participation.

Goals of the Community Program

Esri’s primary goal with these series is to enhance education and awareness of the community’s value among current and prospective users. By leveraging real experiences from peers, they seek to create content that is not only engaging but also beneficial. These stories introduce various facets of the Esri experience, ensuring a broader audience can relate to and learn from them.

Positive Outcomes and Success Metrics

The impact of these storytelling initiatives has been significant. Since the launch of the Member Spotlights, there have been over 3,000 page views across nine published stories, reflecting a genuine interest in the community’s activities and insights. Notably, the inspirational narratives featuring teams like The National Interagency Fire Center have been adapted into major publications like ArcNews and ArcWatch, further expanding their reach. The Inside Success series was similarly well-received indicating a thriving internal dialogue around community engagement. The spotlighted members’ enthusiasm often translates into social media promotions, while Esri account managers utilize these stories as relationship-building tools during outreach efforts.

Creative Integration into the Broader Strategy

Esri has taken steps to creatively integrate these storytelling initiatives into its overall community strategy:

  • Year-End Wrap Up Report: Early in 2023, a multimedia report using ArcGIS StoryMaps celebrated the previous year’s accomplishments, including a dedicated section for Community Member Spotlights, which highlighted the metrics and stories that defined 2022.
  • Redesigned Quarterly Highlights Report: The Esri Community team has revamped its reporting structure to emphasize key information in a visually appealing format. This report includes dedicated sections for Member Spotlights and Inside Success features, thus reinforcing the metrics and engagement levels.
  • Forum Re-engagement Strategy: Recognizing the need for consistent activity levels in community forums, Esri initiated an audit process followed by a resource-packed outreach to Place Managers. This strategy emphasizes the benefits of community participation, showcasing successful integrations by Esri staff that foster meaningful customer feedback and collaboration.

Through its innovative storytelling initiatives, Esri not only showcases the incredible value of its community but also embodies its commitment to fostering connections that lead to shared success. By amplifying voices, celebrating achievements, and encouraging collaboration, Esri is laying the foundation for a vibrant and engaged community that truly harnesses the power of “The Science of Where.”

Get advice from the Esri community team in the 2024 State of Community Management Report.

Driving Engagement and Innovation in the UKG Community: A Strategic Success Story

January 13, 2025 By Jim Storer

Meet Allison Brotman:

Name: Allison Brotman
Title: VP, Learning and Community
Organization: UKG

As the VP, Learning and Community, Allison Brotman leads the charge in fostering customer learning and engagement at UKG. Her mission? To ensure customers not only adopt but actively engage with the UKG Community, experiencing its continuous improvements.

A Strategic Initiative to Enhance the UKG Community

In the first year post-launch, the primary goal was clear: boost customer adoption and engagement within the UKG Community. The initiative focused on showcasing ongoing investments to enhance the community experience. Specific objectives included:

UKG Community: A Strategic Success Story Allison Brotman
  • Increase Engagement: Grow the percentage of customer accounts engaging in the UKG Community to 80%.
  • Reduce Unanswered Questions: Decrease unanswered questions to 19%.
  • Optimize Search Experience: Achieve an 85% visitor click-through rate and decrease the content gap to 2%.
  • Collaborate Across Teams: Work with IT and other business partners to deliver on 90 requests and projects aimed at improving the UKG Community.

Outstanding Outcomes

The results of this initiative were remarkable:

  • Engagement Milestones: Starting the year with 69% engagement, the UKG Community ended with impressive numbers:
    • 98% engagement for UKG Pro Suite customers.
    • 82% engagement for UKG Ready Suite customers.
  • Unanswered Questions Reduced: The unanswered question rate dropped from 22% to 17% by:
    • Optimizing automation to route customer questions to the appropriate feeds.
    • Recognizing and empowering “Most Valuable Neighbors” (MVNs)—super users who share their expertise with the community.
    • Expanding the CommunityMaker program, enabling UKG SMEs to scale their knowledge to benefit the broader customer base.
  • Improved Search Metrics: Visitor click-through rates increased from 81% to 84%, nearing the 85% target. The content gap metric improved from 3% to 2%, demonstrating enhanced search efficiency.
  • Collaboration Success: Surpassing expectations, the team collaborated on over 441 requests and projects, significantly enhancing the community experience.

A Thriving Community = A Strategic Success Story

Today, the UKG Community boasts over 250,000 members, including customers, partners, and UKG employees (affectionately called U Krewers). It has become the go-to destination for users to learn, connect, and share ideas.

Lessons Learned and Advice for Your Strategic Community Initiatives

Allison shares this invaluable advice for launching a similar program:

  1. Define Clear Goals: Know what you want to achieve and how you’ll measure success.
  2. Set Measurable Objectives: Align team and individual goals with the overall mission, ensuring everyone understands their role and impact.
  3. Monitor and Communicate: Regularly track progress and celebrate wins to keep momentum. Adapt as needed if initial strategies fall short.

“Don’t be afraid to try something new to achieve your goals. You got this!”

The UKG Community’s success story illustrates the power of strategic planning, cross-functional collaboration, and a relentless focus on customer engagement. With a clear roadmap and commitment to innovation, any organization can achieve similar milestones.

Read more community case studies in the 2024 State of Community Management report.

  • No Question Left Behind: Transforming Community Engagement Through Effective Communication
  • Scalable Self-Service in Online Communities
  • The Power of Metrics: Enhancing Community Engagement at ISTE+ASCD
  • Building a Mobile-First Community to Meet Members Where They Are
  • Nurturing a Thriving Community: Insights from UiPath
  • Enhancing Community Engagement with Amelie: An Innovative AI Mascot Initiative at Microsoft
  • Building a Cost Impact Model for Community Growth
  • Creating Lifelong Fans: The Power of Online Communities for Retailers
  • Turning Around an Unhappy Community
    Turning Around an Unhappy Community
  • Three Ways Verint Community Drives Success
    Three Ways Verint Community Drives Success

Creating Lifelong Fans: The Power of Online Communities for Retailers

November 15, 2023 By Guest User

For many brands, one of the most powerful marketing tools is the legion of dedicated customers whose passion for the company’s products and services sees them reach a whole new echelon of consumer – the super fan. Creating these lifelong fans is something any brand can achieve.

This guest post is sponsored content provided by Verint. Learn more about Verint here.

This most loyal section of the customer base can be found across any industry. From people who swear by Levi’s jeans to the family dressed as superheroes lining up for the latest Marvel movie, fans are everywhere.

And it’s not just the big household names or media giants that attract these passionate groups of consumers. Even businesses operating in more niche markets can draw on a small yet mighty group of dedicated enthusiasts who are desperate to engage with other like-minded devotees. The key for businesses is to provide opportunities to harness this following. A powerful tool to do just that is an online community.

These virtual gathering places, where customers can come together not only serve as hubs for discussions and shared interests, but also play a pivotal role in turning buyers into lifelong fans.

 How Online Communities Help Retailers Do More with Less

Turning regular customers into loyal fans has never been more important for retailers. With inflation causing shoppers to scrutinize their purchases more thoroughly, retailers need to not just meet customer expectations, but exceed them to ensure they win their loyalty.

Take this quote from Verint’s CX Holiday Survival 2023:

“Without question inflation has caused a serious challenge to our business as more and more customers are simply spending less in fear and uncertainty about which direction our current economy is heading,” said a C-level executive at a company with 10,000 to 49,999 employees.

So how can retailers exceed customer expectations and go about creating lifelong fans?

The same report, 45 percent of retailers polled said say that handling the increased volume of customer interactions is a major challenge over the holiday period. A successful strategy to ensure customer interactions are handled quickly and effectively is to reduce the need for customers to reach the contact center in the first place.

Download the CX Holiday Survival 2023: https://www.verint.com/resources/cx-retail-holiday-survival-guide/

Download the CX Holiday Survival 2023

And what better way to do that than by harnessing a thriving online community where fans are on hand to help answer each other’s questions 24/7. Here’s how golfing brand Titleist leverages the power of their community to connect with customers, provide key product information, and drive sales.

How the Team Titleist Community Hit a Hole in One

Before implementing Verint Community, Titleist had to rely on either indirect feedback received from retail stores and re-sellers (not detailed enough nor scalable) or direct feedback from public social media channels (not always action oriented nor friendly).

With the power of Verint Community, Titleist was able to transform its digital platform into a space for members to access “behind-the-scenes” content, share golf tips, and openly provide product feedback – and in turn creating lifelong fans from customers. As a result, Titleist’s online membership grew by 500 percent in the first year alone.

This approach has enabled Titleist to add value for its community members, putting themselves in their customers’ shoes and providing the best possible digital experience. 

Perhaps most notably, Titleist experienced a change in customer buying habits and shopping trends. For one, the amount of time spent in the “research phase” of pre-purchase. This meant that buyers were spending time online finding out more information about the products before they made a decision. This analysis led to significant insights for Titleist, and with a capable digital platform now integrated, they were able to take action to capitalize on their customers’ new behaviors.

The Team Titleist community is a perfect example of providing exceptional customer experience that creates brand loyalty while also deflecting customer interaction volume away from the contact center, helping to reduce support costs – a win-win for both the retailer and consumers.

Creating Lifelong Fans: Titleist Case Study

Read the full Titleist case study here

How the MyOlympus Community Cultivates Customer Loyalty

Olympus, known as for its digital cameras, sought to connect more effectively with its European customer base. Their goal was to create an online community that unites photography enthusiasts, inspires them, and offers support, all while cultivating brand loyalty.

Verint Community served as the foundation for MyOlympus, a community where photography enthusiasts could share their work, engage in contests, access photography tips, and find community-driven support.

MyOlympus succeeded in bringing together like-minded individuals who shared a passion for photography and Olympus products. The community empowered members to discover new ideas, participate in challenges, and receive self-service support, fostering lasting brand loyalty.

Recognizing that sustaining a thriving community requires continuous improvement, Olympus enhanced the user experience and functionality of its community, paving the way for custom plugins that expanded core features, such as YouTube galleries, image galleries, and more.

With over 401,000 members, 504,000 monthly page views, and 263,000 shared photos across Europe, MyOlympus continues to drive customer loyalty while reducing support costs by enabling customers to self-serve.

Creating Lifelong Fans: Olympus Case Study

Read the full Olympus case study here

The power of an online community cannot be overstated when it comes to creating brand loyalty. By offering a dedicated space for like-minded individuals to connect, share, and find support, businesses can nurture a deeper emotional connection with their customers as they become lifelong fans. This connection translates into customer loyalty, where individuals also expand their product.

Related Reading:

  • Creating Lifelong Fans: The Power of Online Communities for Retailers
  • Meaningful Change Management
    Communities Drive Meaningful Change Management
  • Three Ways Verint Community Drives Success
    Three Ways Verint Community Drives Success
  • Save the Date: Customer Community Summit is June 15th
  • The Evolution of Customer Communities
  • 3 Customer Engagement Tips from Powerschool, Tealium Education, and Acer
    3 Customer Engagement Tips from Powerschool, Tealium Education, and Acer
  • Andrew Mishalove
    Andrew Mishalove on Migration and Customer Communities
  • Jive Acquisition: The End of the Beginning
  • Industry Interview: Dennis Shiao, DNN
  • Technology Changes, People Don’t … as Quickly

Three Ways Verint Community Drives Success

August 24, 2022 By Guest User

Online community case studies from Sage Software, Olympus Cameras, and Chartered Institute of Personnel and Development (CIPD).

This guest post is sponsored content provided by Verint. Learn more about Verint here.

More and more companies understand that support communities can play a key role in their self-service and customer success strategies. Many customers view the online support community as the most powerful, convenient, and responsive place to turn to when they have a question, concern, or need about a company’s product or service.

The problem, however, is that organizations often don’t fully recognize the full value, capability, and potential of their online community. That’s why at Verint, we realize that a community needs to be customizable so that it not only fits the look and feel of the brand but also reflects the organization’s values and business goals.

Verint Community is designed to meet your specific business goals, and we’ve had years of experience building customized communities across a myriad of use cases and industries. Verint Community’s capabilities range from delivering instant information for customer service to building brand loyalty to making life easier for employees.

Here are some of the different ways Verint Community meets the diverse needs of our customers and employees, as well as some success stories from our customers.

Instant Customer Support

One of the most useful and popular elements of an online community is delivering immediate, instant, and around-the-clock customer support – whether that’s through forums, FAQs, articles, or other avenues of information. We’ve seen firsthand how organizations have used their community to deliver a better customer experience, and higher CSAT scores, increase call deflection and save on contact center costs all while placing the information their customers need in one centralized place.

To see this in action, look no further than Verint Community user Sage. Leading companies around the globe trust Sage to deliver software solutions for everything they need to manage accounting and financials, operations, people, payroll, and payments. In North America, Sage offers 22 different solutions for customers, and with such an expansive portfolio, meeting customer expectations and providing agile customer support is a major priority.

Three Ways Verint Community Drives Success

That’s why they chose Verint Community to create their customer-facing community, which they named Sage City. After launching this platform, they reduced licensing and maintenance costs by consolidating on a single community platform, increased customer engagement to more than 20,000 visits each weekday and grew return visitors to account for two-thirds of total traffic. Here’s a case study detailing the success of Sage City.

Elevating the Voice of the Customer

One of the most rewarding results of launching an online community is that it allows for the brand to see the people who use their products or services turn from customers to devoted fans. By bringing together likeminded customers, a brand can use their community to build the sort of loyalty that drives real results – especially when prospective customers see the energy and excitement happening on the community forums.

This is how Olympus Cameras used their Verint Community to create MyOlympus, which has driven an array of positive results across Europe. They’ve evolved their services to meet changing customer needs while also growing their platform. Currently, they’re engaging with more than 400,000 European users for more than half a million monthly page views.

Three Ways Verint Community Drives Success

Here’s a case study that shows how MyOlympus has delivered real results with Verint Community.

Enhancing Team Productivity

An online community isn’t solely a customer engagement tool. At Verint, we’re seeing more and more organizations using their community to build relationships, give workers the tools they need to do their job, and create a virtual watercooler and collaborative space at a time when more people are working remote.

The Chartered Institute of Personnel and Development (CIPD) is the professional body for HR and people development with more than 145,000 members across the world. CIPD provides thought leadership through independent research on the world of work and offers professional training and accreditation for those working in HR and Learning & Development (L&D).

Three Ways Verint Community Drives Success

For more than 18 years, CIPD has been using Verint Community to connect members and employees. They’re currently seeing more than 200,000 users stop by their community at some point during the year, including a significant increase in mobile users in recent years.

Learn more about CIPD’s experience with Verint Community here.

Introducing: Community Case Studies from TheCR Network

March 20, 2017 By Jim Storer

The number one request we get from community practitioners is to hear the stories of other people, facing the same challenges they are. And it’s not just anecdotal – our research has shown that while every community is different, data proves that communities with different use cases face similar challenges and use the same community management strategies, operations and tactics to achieve success.

Luckily, working with our members in TheCR Network gives us a front row seat to some amazing community stories – and now we’re going to share them with you!

I’m excited to announce our new series: Community Case Studies from TheCR Network. Nothing makes us happier than seeing our members succeed – and we want to share those successes with you. Added bonus – as our members tell their community stories they are also sharing how they achieved specific successes – and passing along best practices, research-backed tactics, and techniques you can implement in your community today. Each member success story will share their challenge, their goal and the outcome – a true insider look at how some of the world’s top organizations are implementing community programs.

We kick off the series with Getting the New Member Experience Right, a case study shared by member Camilo Lemos, Community Manager at Autodesk. Camilo outlines how the Autodesk community team took on redesigning its entire Customer Support Community, a peer-to-peer platform built over 30 years ago to support their software technology/web applications customers. Definitely, a must-read for anyone facing the redesign of an existing community or looking to improve a support community that is already up and running.

Download your copy of Getting the New Member Experience Right here.

Shirlin Hsu, BCG

September 20, 2016 By Jim Storer

podcastWelcome to the latest episode in our community management podcast series, “Conversations with Community Managers” featuring Shirlin Hsu, Global Communities Strategy and Enablement Manager at BCG.

Join TheCR’s founder and principal, Jim Storer and director of marketing, Shannon Abram as they chat with community managers from a variety of industries about a variety of community topics, including:

  1. What’s your best advice for someone just starting out in Community Management?
  2. What are your best practices for increasing community engagement?Shirlin_Tradingcard_Front
  3. How can you survive the zombie apocalypse? (Ok – they might not ALL be community questions…)

Episode #43 features Shirlin Hsu, Global Communities Strategy and Enablement Manager at BCG. Join us as we chat about how to drive adoption in internal communities, tips for running an advocacy program, and how to set your members up to succeed when interacting with your community.

Check out episode #43 featuring Shirlin Hsu here:

https://media.blubrry.com/608862/thecr-podcasts.s3.amazonaws.com/ShirlinHsu_TheCRPodcast.mp3

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available on itunes—-

Did you know you can subscribe to “Conversations with Community Managers” iTunes? You can!

Recap: Community Manager Spotlight Webinar with Chris Catania, Walgreens

February 13, 2014 By Jim Storer

In January we kicked off a brand-new program – the Community Manager Spotlight series. This was, in part, to really dig into all the different roles and titles that a “community manager” can occupy. Increasingly, we find our members are doing the work of a community manager, but often without the title. Being a community manager can mean different things at different companies; here’s a sampling of member titles:

  • Director of Community
  • Manager, Social Content
  • Global Community Manager
  • Director of Member Engagement
  • Community Evangelist
  • Senior Manager, Research
  • Associate Business Analyst
  • Social Media & Event Manager
  • President & Chief Social Strategist
  • Senior Product Manager

I could go on, but you get the point. Our goal is to advance the business of community and part of that is advancing the discipline of community management. Over the coming months, the Community Manager Spotlight  series will highlight a different person practicing community management at their company, putting faces to names, and providing case studies and best practices from a wide array of practitioners.

In our inaugural webinar Jim Storer (our co-founder) chatted with Chris Catania, Online Community Manager at Walgreens. In the video below Chris and Jim discuss the community journey at Walgreens, and Chris provides a look at how Walgreens is executing their community management strategy. Highlights include a look at how Chris and his team launched their social intranet, The Wall, and how they are using a big red sofa to connect with employees around the world.

https://www.communityroundtable.com/wp-content/uploads/2014/02/Instant-meeting-2014-01-29.webm

Our next webinar is scheduled for February 27th and will include special guest J.J. Lovett from CA Technologies talking about the platform changes they have undergone in recent years and best practices when migrating communities. We hope to see you there!


https://media.blubrry.com/608862/communityroundtable.com/wp-content/uploads/2014/02/Instant-meeting-2014-01-29.webm

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Mentor Match: The Good, Bad and the Ugly On Getting a Program Started

February 10, 2014 By Jim Storer

Guest post by Laura Brook, Director of Community Development at OneFPA.org and member of TheCR Network.

Last year, I was at our annual conference catching up with a colleague who used to work with me at the Financial Planning Association (FPA).  I shared with her that we were about to launch a mentoring program where our members could mentor fellow financial planners.

Her response was a snorted “Good luck.”  My eyebrows went up in surprise.  She told me that she had tried to launch a similar program five years before without success.  I asked about her experience, saying that I hadn’t even realized that she had worked on this.  She explained that members responded positively to the program in theory, but when it came down to them actually signing up to take part in the program, not so much.  As a result, the initiative never got off the ground.

Oh boy.  This was a long-time staff person, very well networked with chapter leaders and very well liked.  Her story didn’t exactly boost my confidence in our chances.

Well, it’s now a year later and the program is serving our members well.  As the person in charge of community development, this was a natural extension for me to take on.  Our communities are often fertile ground for these types of connections.  Participants want to help each other succeed.  And from a community management standpoint, it can be a great point of engagement.  So in this regard, it can become a true win-win.

Let me outline the program and then give you the dirt on the good, the bad and the ugly for how things have gone.

How It Works

  • It is a six-month, coach-supported program.
  • Membership is required for both mentors and mentees, and there is no cost to participate.
  • Matching is done online through HigherLogic’s MentorMatch module (envision a simplified version of Match.com for those of us who have experienced the online dating scene).
  • Mentees are limited to one mentor at a time.
  • Mentees are expected to set the agenda and drive the relationship.  Mentors just need to be responsive to their requests.  Go here to read more about roles and responsibilities.
  • Each MentorMatch round includes an FPA-facilitated kick-off call, check-in call, and wrap-up call.  Kick-off and wrap-up calls are held jointly.  Check-ins are separate—one group call for mentees and one group call for mentors.
  • Mentees are required to fill out and share with their mentor five mentoring worksheets before their first call.  This is to help mentees get clarity on what they want/need out of their mentoring relationship.
  • In the first call, mentors follow an initial discovery call checklist to get the relationship started on the right foot.  From that point on, mentees are the ones to set the agenda.
  • Mentees and mentors generally meet once per month via phone or Skype, although some relationships are in-person.
  • Mentees complete an exit interview to rate their mentors and the program overall.

Ok, so that is the overview.  Now let’s talk about the negatives first so that we can end things on a positive note.

The Bad/The Ugly: What our challenges have been to date

  • Even with a good online program where people self-enroll, it is still a time-consuming program to manage.
  • People have a tendency to enroll as a mentee …  and then just sit there, even after being prompted to search for a mentor.  As a result, most matches have been facilitated by FPA, adding to the management burden.  The irony is that award-winning financial planners go unchosen because people are too intimidated to ask to be their mentees.
  • There are enough steps that people sometimes struggle with the process.  As an insider, it seems really simple—enroll, search for a mentor, choose the one you like, and send them an invitation to mentor you.  They then have to accept the invitation for mentors/mentees to be formally linked.  Most have been fine, but our technologically less-savvy members have been challenged at times.
  • Add in a chapter network of nearly 100 locations, some of which already have local mentoring programs, and things get really interesting.  We are currently strategizing around how best to blend our national and chapter efforts.
  • We have gotten some (thankfully pretty limited) feedback that mentees don’t always do their homework or prep for calls as well as they should.  We have had conversations on whether charging a nominal fee for the program would help to address this, but have elected to keep it free for now since the program is still young.  Ultimately, we want to make sure that our mentors’ time is respected and well used.

The Good: What has been going well

  • First and foremost, our members love it.  We have had a couple hundred people go through the program to date and 98 percent of the feedback has been glowing.
  • The limited-time horizon helps ease mentor commitment concerns.  Nine hours over six months (three hours on FPA calls and six with the mentee) helps define the program in a way that feels doable.
  • The facilitated calls and initial discovery checklist helps mentors feel supported.  (Even very experienced professionals can find it daunting to be a mentor!)
  • The mentoring worksheets help give the mentees direction and focus.
  • I have been surprised by how many of our mentors have said that they learn a lot from their mentees.  These young planners are often fresh out of school and possess skill sets that are very different than our seasoned planners’ competencies.
  • It engages tough-to-serve demographics—students, young professionals, and those who are mature members or already retired.
  • Our profession needs it.  Financial planning is young—it began only 45 years ago—and the career path for those who want to become planners can be challenging.

So far it’s been a fun ride.  The program is proving to be a quadruple win—good for our mentees, our mentors, the organization, and the profession, which makes dealing with a little bit of bad/ugly worth it in the end.

 

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