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	<title>Rose Snyder Consulting Blog</title>
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	<link>http://www.rosesnyder.com/blog</link>
	<description>The Rose Knows Blog</description>
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		<title>Women in Leadership</title>
		<link>http://www.rosesnyder.com/blog/archives/127</link>
		<comments>http://www.rosesnyder.com/blog/archives/127#comments</comments>
		<pubDate>Tue, 16 Nov 2010 18:21:26 +0000</pubDate>
		<dc:creator>admin</dc:creator>
				<category><![CDATA[Uncategorized]]></category>
		<category><![CDATA[Leadership]]></category>
		<category><![CDATA[Women]]></category>

		<guid isPermaLink="false">http://www.rosesnyder.com/blog/?p=127</guid>
		<description><![CDATA[I have had a great deal of interest regarding hosting programs for women. I would like to hear from anyone that would be interested in having Rose Snyder Consulting host a Women in Leadership Conference in your local area. I would like to focus on personal and professional development in the areas of leadership, planning [...]]]></description>
			<content:encoded><![CDATA[<p>I have had a great deal of interest regarding hosting programs for women. I would like to hear from anyone that would be interested in having <strong>Rose Snyder Consulting </strong>host a Women in Leadership Conference in your local area. I would like to focus on personal and professional development in the areas of leadership, planning and career advancement and enrichment.</p>
<p>Many of you know that I have run a <strong>Women&#8217;s Retreat</strong> for the past several years and it has focused on women coaches. In the past few years, women leaders from business, athletic administration and coaches have attended and the diversity has added much to the program.</p>
<p>I also was brought in my <strong>Indiana Swimming</strong> and hosted a mini-retreat for over 40 coaches from all over the state. It was a great experience.</p>
<p>Please contact me if you are interested in discussing bringing this program to your area. I would also be willing to do some work with local and regional boards in the areas of leadership and governance.</p>
<p>Contact me at <a href="mailto:rose@rosesnyder.com">rose@rosesnyder.com</a> to discuss booking a program today!</p>
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		<title>IRS Taking a Closer Look at Nonprofits</title>
		<link>http://www.rosesnyder.com/blog/archives/123</link>
		<comments>http://www.rosesnyder.com/blog/archives/123#comments</comments>
		<pubDate>Wed, 01 Sep 2010 21:09:39 +0000</pubDate>
		<dc:creator>admin</dc:creator>
				<category><![CDATA[Uncategorized]]></category>

		<guid isPermaLink="false">http://www.rosesnyder.com/blog/?p=123</guid>
		<description><![CDATA[It&#8217;s time to take a closer look at your nonprofit practices and make sure that your governance policies and procedures are inline with new requirements from the IRS. We continue to hear that there is much greater scrutiny given to nonprofits and 501(c) (3) organizations in particular by the IRS. Many organizations may be in jeorpardy [...]]]></description>
			<content:encoded><![CDATA[<p>It&#8217;s time to take a closer look at your nonprofit practices and make sure that your governance policies and procedures are inline with new requirements from the IRS.</p>
<p>We continue to hear that there is much greater scrutiny given to nonprofits and 501(c) (3) organizations in particular by the IRS. Many organizations may be in jeorpardy of losing their status.</p>
<p>The updated IRS 990 form contains a great deal of new information and can serve as a guideline as to which requirements are necessary for your nonprofit.</p>
<p>I would also suggest that organizations become members of Board Source and checkout the Independent Sector web site for more information. Here are those web sites for your convenience.</p>
<p><a href="http://www.boardsource.org">www.boardsource.org</a></p>
<p><a href="http://independentsector.org/">http://independentsector.org/</a></p>
<p>I will be hosting a Nonprofit Best Practices Summit in 2011. Send an email to <a href="mailto:rose@rosesnyder">rose@rosesnyder</a> if you are interested in receiving more information.</p>
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		<title>Article on Governance Committee</title>
		<link>http://www.rosesnyder.com/blog/archives/24</link>
		<comments>http://www.rosesnyder.com/blog/archives/24#comments</comments>
		<pubDate>Tue, 04 May 2010 16:17:29 +0000</pubDate>
		<dc:creator>admin</dc:creator>
				<category><![CDATA[Uncategorized]]></category>

		<guid isPermaLink="false">http://www.rosesnyder.com/blog/?p=24</guid>
		<description><![CDATA[I was asked to write an article on why have a Governance Committee. I recently submitted to Susi Wehrli at U.S. Figure Skating and thought I would include in on my blog. I hope it helps boards large and small understand the need to appoint a Goverance Committee. Here it is. Turn your Nominating Committee [...]]]></description>
			<content:encoded><![CDATA[<p>I was asked to write an article on why have a Governance Committee. I recently submitted to Susi Wehrli at U.S. Figure Skating and thought I would include in on my blog. I hope it helps boards large and small understand the need to appoint a Goverance Committee. Here it is.</p>
<p><strong><span style="font-family: Calibri;">Turn your Nominating Committee into a Governance Committee<br />
</span></strong><span style="font-family: Calibri;">By Rose Snyder</span></p>
<p><span style="font-family: Calibri;"><br />
</span><em><span style="font-family: Calibri;">Note from Rose: I&#8217;m surprised to see that many nonprofits still don&#8217;t have a <strong>Governance Committee</strong>. I&#8217;m hoping that after reading this brief article, all boards understand the role of this important committee and take the necessary steps to create a Governance Committee.<br />
</span></em></p>
<p><span style="font-family: Calibri;">I thought it might be fun to do this article in Q and A format. For more detailed information about the Governance Committee, consider ordering the <span style="text-decoration: underline;">Governance Committee </span>booklet from <strong><em>Board Source</em></strong> at </span><a href="http://www.boardsource.org/"><span style="font-family: Calibri; color: #800080;">www.boardsource.org</span></a><span style="font-family: Calibri;"><br />
</span></p>
<p><strong><span style="font-family: Calibri;">What is a Governance Committee?<br />
</span></strong></p>
<p><span style="font-family: Calibri;">The Governance Committee is sort of the like the quality control department in an organization. They are ultimately responsible for the <strong><em>quality</em> </strong>of the board. This important committee of the board reviews and makes recommendations to enhance and improve the effectiveness of the board and overall governance.<br />
</span></p>
<p><strong><span style="font-family: Calibri;">Isn&#8217;t this just a new fancy name for the good old Nominating Committee?<br />
</span></strong></p>
<p><span style="font-family: Calibri;">Yes and no. The Governance Committee certainly has the responsibility of nominating qualified candidates for the board, but the role of the committee is much more than just this important job.<br />
</span></p>
<p><strong><span style="font-family: Calibri;">How so?<br />
</span></strong><strong></strong><strong><span style="font-family: Calibri;">Well, the GC (short for governance committee) has an ongoing role for educating the board members both new and veterans in the areas of governance best practices. Most GCs conduct board orientations annually for both new and returning board members as well as help keep the board current with regards to governance changes and best practices.<br />
</span></strong></p>
<p><strong></strong><strong><span style="font-family: Calibri;">What other responsibilities does the Governance Committee have?<br />
</span></strong></p>
<p><span style="font-family: Calibri;">In a nutshell, the GC is responsible for<br />
</span>- <span style="font-family: Calibri;">Board roles and Responsibilities<br />
</span>- <span style="font-family: Calibri;">Board composition<br />
</span>-  <span style="font-family: Calibri;">Board Knowledge<br />
</span>-  <span style="font-family: Calibri;">Board Effectiveness<br />
</span>-  <span style="font-family: Calibri;">Board Leadership<br />
</span></p>
<p><span style="font-family: Calibri;">Let&#8217;s look at each one of these areas and give you an overview of what that responsibility entails.<br />
</span></p>
<p><strong></strong><span style="font-family: Calibri;"><strong><strong><span style="font-family: Calibri;">Board Roles and Responsibilities:</span></strong><span style="font-family: Calibri;"><br />
</span></strong></span></p>
<p><span style="font-family: Calibri;"><strong></strong><span style="font-family: Calibri;">The GC should review and update the board job descriptions and assist the board in determining primary focus for the board for the next year. This focus should be based on the strategic plan. The board should also set priorities and governance goals each year. (This is different than organizational goals) and should be set based on recommendations from the governance committee.<br />
</span></span></p>
<p><span style="font-family: Calibri;"><strong><span style="font-family: Calibri;">Board Composition<br />
</span></strong><strong></strong><strong><span style="font-family: Calibri;">The composition of the board is usually clearly stated in the organization&#8217;s bylaws. The GC should review the bylaws annually and make sure that what is in the bylaws is reflected in the structure and composition of the board. Even more than compliance with the bylaws, the GC should consider and assess whether the board structure is meeting the current and future needs of the organization. Perhaps it is time to include independent directors, or enhance the diversity of your board.<br />
</span></strong></span></p>
<p><span style="font-family: Calibri;"><span style="font-family: Calibri;">Nominating responsibilities would come in this area as well. Most important is to identify first the needs of the board and the organization and then recruit qualified candidates that meet these needs. The short description for the nomination process is: identify, qualify, vet, nominate. (This might be a good discussion for a future article, but we don&#8217;t have the time to go into detail here.)<br />
</span></span></p>
<p><span style="font-family: Calibri;"><strong><span style="font-family: Calibri;">Board Knowledge<br />
</span></strong><strong></strong><strong><span style="font-family: Calibri;">The GC would conduct an annual board orientation as well as create an ongoing program to ensure that the board remains current in governance requirements and nonprofit best practices.  This function could also be called &#8220;Board Development.&#8221;  Board development and team building can also be included in the annual board retreat.<br />
</span></strong></span></p>
<p><span style="font-family: Calibri;"><strong></strong><strong><span style="font-family: Calibri;">Board Effectiveness<br />
</span></strong><strong></strong><strong><span style="font-family: Calibri;">This area represents the most important and one of the most neglected areas of board governance. Most boards do not take the opportunity to assess their performance. The GC committee should initiate a board assessment process. During the club education program, clubs are given a packet that includes a mini-board self assessment. This could be a good start. Also, you can go to </span><a href="http://www.rosesnyder.com/"><span style="font-family: Calibri; color: #800080;">www.rosesnyder.com</span></a><span style="font-family: Calibri;"> and download the Nonprofit Best Practices Report Card and use this tool to do an review of your board and organization.<br />
</span></strong></span></p>
<p><span style="font-family: Calibri;"><strong></strong><strong><span style="font-family: Calibri;">Board Leadership<br />
</span></strong><strong></strong><strong><span style="font-family: Calibri;">Many of you may have heard the term succession planning before; usually in reference to the CEO or board president. It is time for boards to consider creating a plan for the long term leadership development for the board. This would include looking 3-5 years down the road and consider what it will take to lead the organization into the future. Then, taking steps to ensure that there is consistent and steady leadership that support the strategic direction. Also, boards must have quality people in the wings that can step in to fill a term for someone who has had to leave their post prematurely.  This requires having some sort of leadership development training for potential committee and future board candidates so they are prepared to step in when needed.<br />
</span><span style="font-family: Calibri;">Â </span></strong></span></p>
<p><span style="font-family: Calibri;"><strong></strong><span style="font-family: Calibri;">In conclusion, I hope your board has a better understanding of the role of this important committee. The Governance Committee can change your organization for the better by ensuring quality leadership and creating a more effective governing board. I hope to see you at a future Club Education Seminar!<strong><br />
</strong></span></span></p>
<p><span style="font-family: Calibri;"><strong><span style="font-family: Calibri;">Reference: The Governance Committee. </span></strong><a href="http://www.boardsource.org/"><strong><span style="font-family: Calibri; color: #800080;">www.boardsource.org</span></strong></a><strong><span style="font-family: Calibri;"> Fred Miller, The Chatham Group, Inc.<br />
</span></strong><strong></strong><strong><em><span style="font-family: Calibri;">About Rose: Rose Snyder is a governance consulting expert who has worked in the Olympic family for over 20 years. Her expertise in nonprofit best practices helps grass roots clubs to national governing bodies improve organizational effectiveness in a team based approach. Rose has conducted the Club Education Seminars for U.S. Figure Skating since 2002. You can find out more about rose at </span></em><a href="http://www.rosesnyder.com/"><em><span style="font-family: Calibri; color: #800080;">www.rosesnyder.com</span></em></a><em><br />
</em></strong></span></p>
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		<title>Possible Fall Women’s Retreat: October 8-10, 2010</title>
		<link>http://www.rosesnyder.com/blog/archives/23</link>
		<comments>http://www.rosesnyder.com/blog/archives/23#comments</comments>
		<pubDate>Thu, 29 Apr 2010 22:02:58 +0000</pubDate>
		<dc:creator>admin</dc:creator>
				<category><![CDATA[Women in Coaching]]></category>

		<guid isPermaLink="false">http://www.rosesnyder.com/blog/?p=23</guid>
		<description><![CDATA[Our April Women&#8217;s retreat was a hugh success and the women who came raved about the weekend! The date posed some challenges for some people and a fall retreat has been requested. I have a tentative date of October 8-10, 2010 in Colorado Springs. Please email me at rose@rosesnyder.com if you are interested in attending. [...]]]></description>
			<content:encoded><![CDATA[<p>Our April Women&#8217;s retreat was a hugh success and the women who came raved about the weekend! The date posed some challenges for some people and a fall retreat has been requested. I have a tentative date of <strong>October 8-10, 2010</strong> in Colorado Springs. Please email me at <a href="mailto:rose@rosesnyder.com">rose@rosesnyder.com</a> if you are interested in attending. It is a great experience. We will focus on <strong>Women in Leadership</strong> rather than just Women in Coaching. We have extended our reach to hit women in business, coaching, administration and more. Please plan to come to this one of kind experience. You will be glad you did!</p>
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		<title>April 9-11, 2010 Women in Coaching Retreat</title>
		<link>http://www.rosesnyder.com/blog/archives/22</link>
		<comments>http://www.rosesnyder.com/blog/archives/22#comments</comments>
		<pubDate>Fri, 19 Feb 2010 00:29:53 +0000</pubDate>
		<dc:creator>admin</dc:creator>
				<category><![CDATA[Women in Coaching]]></category>

		<guid isPermaLink="false">http://www.rosesnyder.com/blog/?p=22</guid>
		<description><![CDATA[I have had a great response from sport administrators for this year&#8217;s retreat. We have several staffers from the U.S. Olympic Committee and National Governing Bodies already registered! If you have a key female employee you think would benefit from this program, don&#8217;t let the fact that she is not a coach scare you away. [...]]]></description>
			<content:encoded><![CDATA[<p>I have had a great response from sport administrators for this year&#8217;s retreat. We have several staffers from the U.S. Olympic Committee and National Governing Bodies already registered! If you have a key female employee you think would benefit from this program, don&#8217;t let the fact that she is not a coach scare you away. We need to probably remove &#8220;coach&#8221; from the title. This program is more about personal and professional development as well as networking and sharing. If you have a key female employee that you think should attend, just send me and email and I will send you the brochure.</p>
<p>This year promised to be the best retreat yet! Don&#8217;t miss out, register today!</p>
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		<title>Gearing up for Governance Education Season</title>
		<link>http://www.rosesnyder.com/blog/archives/21</link>
		<comments>http://www.rosesnyder.com/blog/archives/21#comments</comments>
		<pubDate>Thu, 18 Feb 2010 18:23:08 +0000</pubDate>
		<dc:creator>admin</dc:creator>
		
		<guid isPermaLink="false">http://www.rosesnyder.com/blog/?p=21</guid>
		<description><![CDATA[I&#8217;m putting the finishing touches on an updated presentation on governance and leadership training for small nonprofits. I head to Milwaulkee tomorrow for the first Club Education Seminar for U.S. Figure Skating clubs. I have not been to Milwaulkee before and am excited to bring our program to the clubs in that area!]]></description>
			<content:encoded><![CDATA[<p>I&#8217;m putting the finishing touches on an updated presentation on governance and leadership training for small nonprofits. I head to Milwaulkee tomorrow for the first Club Education Seminar for U.S. Figure Skating clubs. I have not been to Milwaulkee before and am excited to bring our program to the clubs in that area!</p>
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		<title>ASTD Rocky Mountain Chapter</title>
		<link>http://www.rosesnyder.com/blog/archives/20</link>
		<comments>http://www.rosesnyder.com/blog/archives/20#comments</comments>
		<pubDate>Thu, 14 Jan 2010 19:26:33 +0000</pubDate>
		<dc:creator>admin</dc:creator>
				<category><![CDATA[Uncategorized]]></category>

		<guid isPermaLink="false">http://www.rosesnyder.com/blog/?p=20</guid>
		<description><![CDATA[I had the pleasure of presenting to the OD SIG group of the Rocky Mountain Chapter for the American Society for Training and Development (ASTD). We had a record crown of nearly 60 people who belong to the organization but work in the area of learning and leadership development for various organizations in the metro [...]]]></description>
			<content:encoded><![CDATA[<p>I had the pleasure of presenting to the OD SIG group of the Rocky Mountain Chapter for the American Society for Training and Development (ASTD).</p>
<p>We had a record crown of nearly 60 people who belong to the organization but work in the area of learning and leadership development for various organizations in the metro Denver and Boulder area of Colorado.</p>
<p>No matter what group I present to, there always seems to be a swimming connection. During one of the exercises, one of the ladies and I began to chat and she says, &#8220;Oh, I helpled start a swim club back in the 70&#8242;s in North Carolina.&#8221; I said, &#8220;Really, which one?&#8221; She says, &#8220;Mecklenburg Aquatic Club.&#8221; Of course, I nearly died and told her my connection with swimming and updated her on the fact that MAC is now a center of excellence and recognized as one of the top clubs in the country!</p>
<p>What a small world.</p>
<p>Well, I really enjoyed my time with the organizational development people. I explained that I do what they do for the Olympic sports. We focused our time on team building and how to create a process for better decision-making. It was a great group and a great experience!</p>
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		<title>BoardSource Board Self-Assessment</title>
		<link>http://www.rosesnyder.com/blog/archives/19</link>
		<comments>http://www.rosesnyder.com/blog/archives/19#comments</comments>
		<pubDate>Tue, 17 Nov 2009 16:56:52 +0000</pubDate>
		<dc:creator>admin</dc:creator>
		
		<guid isPermaLink="false">http://www.rosesnyder.com/blog/?p=19</guid>
		<description><![CDATA[I love when boards are brave enough to take a look in the mirrow. I had the pleasure of debriefing a board self-assessment this past weekend for USA Triathlon in Clearwater Florida. What a great board; and one that took the time to complete the board self-assessment online through BoardSource www.boardsource.org. I would suggest that [...]]]></description>
			<content:encoded><![CDATA[<p>I love when boards are brave enough to take a look in the mirrow. I had the pleasure of debriefing a board self-assessment this past weekend for USA Triathlon in Clearwater Florida. What a great board; and one that took the time to complete the board self-assessment online through BoardSource <a href="http://www.boardsource.org/">www.boardsource.org</a>.</p>
<p>I would suggest that all boards spend at least one meeting per year to assess their own performance and to review and update their goals for the upcoming year. Boards who assess performance and set &#8220;board&#8221; goals are more proactive and achieve more annually as a result.</p>
<p>Great job USAT!</p>
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		<title>2010 Women in Coaching Retreat: Reasons to Attend</title>
		<link>http://www.rosesnyder.com/blog/archives/18</link>
		<comments>http://www.rosesnyder.com/blog/archives/18#comments</comments>
		<pubDate>Sat, 07 Nov 2009 20:16:09 +0000</pubDate>
		<dc:creator>admin</dc:creator>
				<category><![CDATA[Women in Coaching]]></category>

		<guid isPermaLink="false">http://www.rosesnyder.com/blog/?p=18</guid>
		<description><![CDATA[&#8220;The Women in Coaching Retreat is an amazing and life changing experience.&#8221; The Retreat is a 2.5 day annual educational retreat designed for amazing women to convene, connect, and grow their network. We believe that when you grow your network, you grow your net worth. Now in its fourth year, this retreat draws top speakers [...]]]></description>
			<content:encoded><![CDATA[<p>&#8220;The <strong>Women in Coaching Retreat</strong> is an amazing and life changing experience.&#8221;<br />
The <strong><em>Retreat</em></strong> is a 2.5 day annual educational retreat designed for <strong>amazing women</strong> to convene, connect, and grow their network. We believe that <strong>when you grow your network, you grow your net worth</strong>.</p>
<p>Now in its fourth year, this retreat draws top speakers and attendees to share an <strong>action-packed conference</strong>, dedicated to support the participant&#8217;s personal and professional growth. This program draws some of the nation&#8217;s most accomplished women, and provides a unique opportunity to brainstorm together. Don&#8217;t be fooled by the &#8220;coaching&#8221; in the title. Business women and sport administrators have all benefited from this incredible program.</p>
<p><strong>Why should organizations send someone to the Women in Coaching Retreat?<br />
</strong>&#8220;You get a better person back.&#8221;</p>
<p><strong>Why should YOU come to the Women&#8217;s Retreat?<br />
</strong>&#8220;You&#8217;ll change in ways you never knew you could.&#8221;<br />
<strong>It&#8217;s no secret that successful businesses are made up of people who are professionally and personally satisfied.<br />
</strong><span>- These people are pro-active, motivated, engaged and invigorated.<br />
- They come to work renewed, refreshed, relaxed and ready.<br />
- They think differently, make smart decisions, and produce results.<br />
- They are experienced professionals and have unique life experiences.</span></p>
<p><span><br />
<strong>Retreat </strong>participants see a return on investment that cannot be measured in dollars alone. Women return to work more motivated, more self-directed, more engaged, and will have increased their network of business contacts by networking with top coaches and business women from all over the country.<br />
Participants engage in <strong>professional development workshops</strong> that build <strong>communication skills</strong>, determine <strong>best &#8220;coaching&#8221; styles</strong> and hone <strong>goal setting and visioning skills</strong>. All participants create a <strong>personal and professional development plan and grow in ways that can&#8217;t be duplicated in other more traditional educational programs.</strong></span></p>
<p><strong><em>&#8220;The Retreat experience will enhance your life and career with a focus on personal and professional development.&#8221;</em></strong><br />
<strong>The cost:</strong> The Retreat fee is an all inclusive package at <strong>$695</strong>. This fee includes retreat registration, room and board, and all your food. You are responsible for your travel to and from Colorado Springs. Budget about $1000 for this once in a lifetime experience; you will be glad you did. To hold your spot, let us know you plan to attend. Send an email to Rose at <a href="mailto:rose@rosesnyder.com">rose@rosesnyder.com</a>. We will send you an application and request a deposit to hold your place. <strong>Space is limited.</strong></p>
<p><strong>2010 Site: La Foret Conference and Retreat Center. <a href="http://laforet.org/">http://laforet.org/</a> Retreat dates: April 9-11, 2010!</strong></p>
<p><strong>Please forward pass along thiis business case to those you will may benefit from this program. Don&#8217;t hesitate to contact Rose for more information. </strong></p>
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		<title>Marketing vs. Communications</title>
		<link>http://www.rosesnyder.com/blog/archives/17</link>
		<comments>http://www.rosesnyder.com/blog/archives/17#comments</comments>
		<pubDate>Wed, 04 Nov 2009 16:45:06 +0000</pubDate>
		<dc:creator>admin</dc:creator>
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		<description><![CDATA[Interesting Question. What&#8217;s the difference between Marketing and Communications? I recently read an article that described this difference. Communications is a part of an overall marketing strategy. &#8220;Communications makes marketing tactics tangible.&#8221; http://karlynmorissette.karlyn.me/2008/12/back-to-basics-marketing-versus-communications/ When I read this article it reminded me that during my tenure at both USA Swimming and U.S. Figure Skating, I was [...]]]></description>
			<content:encoded><![CDATA[<p><strong>Interesting Question. What&#8217;s the difference between Marketing and Communications?</strong></p>
<p><strong><br />
</strong>I recently read an article that described this difference. Communications is a part of an overall marketing strategy.<strong> &#8220;Communications makes marketing tactics tangible.&#8221; </strong><a href="http://karlynmorissette.karlyn.me/2008/12/back-to-basics-marketing-versus-communications/"><span style="color: #800080;"><strong>http://karlynmorissette.karlyn.me/2008/12/back-to-basics-marketing-versus-communications/</strong></span></a><br />
When I read this article it reminded me that during my tenure at both <strong>USA Swimming</strong> and <strong>U.S. Figure Skating</strong>, I was constantly involved in marketing programs and services for both of these national governing bodies. At <strong>U.S. Figure Skating</strong>, I created the popular <span style="text-decoration: underline;"><strong>National Skating Week</strong></span>; (now National Skating Month) in an effort to grow skating across America. With a little marketing and communications, we were able to produce the first increase in regular membership in years while introducing thousands to the sport as either a recreational activity or the beginning of an athletic endeavor.<br />
The most important part of program development is knowing your target audienceâ€”and determining what their needs are. Next, create a program or service that meets those needs. This is the point where marketing comes into play.<br />
Here&#8217;s are  <a href="http://karlynmorissette.karlyn.me/">Karlyn Morissette</a> simplified version of the steps of marketing:</p>
<ol type="1">
<li><strong>Set goals</strong>: What are you trying to achieve?  When you set goals, you are planning what success looks like.  One of the keys to setting goals is that you also need to make sure they are measurable, which comes in later in the marketing process.</li>
<li><strong>Plan your communications</strong>: Now that you know what you want to achieve, how are you going to achieve it?  This is the part where you research your audience (wants, needs, demographics, etc) and plan the strategy for communicating with them (message, medium, tone, etc)</li>
<li><strong>Execute your communications</strong>: This is the communicating part!  This is where you&#8217;re creating and sending your emails, designing and mailing your viewbooks, holding your events, and so on and so forth.</li>
<li><strong>Assess your results</strong>: Did you meet your goals? What can you do better next time?  This is the step I most often see communicators overlooking.  They just move right on to the next project.</li>
</ol>
<p>An easy way to figure out the needs of your clients or members is to ask. Conduct a needs assessment survey. Many local colleges and universities have marketing departments that can provide this type of service at a reasonable fee.</p>
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