Research Assignments in Marketing, Membership, and Education

The American Association for Thoracic Surgery— September 2014—8M budget, 16 staff

Contact:

William T. Maloney, Consultant

Cindy VerColen, Executive Director
American Association for Thoracic Surgery
500 Cummings Center, Suite 4550
Beverly, MA 01915
Phone: 978-927-8330
Fax: 978-524-0498
Email: bmaloney@prri.com

 

Services rendered by Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE and Len Rickman MS: Conducted member value survey with qualitative research (in-depth interviews) with key stakeholders, staff and volunteers. This quantitative value member needs assessment will prepare the Board and staff for future planning and services assessments.

 


Association for Manufacturing Excellence—August 2014 and November 2013—6M + budget, 18+staff

Contact:

Dale Gehring,

President

Dale.Gehring@escocorp.com

1.503.778.6366

 

Services rendered by Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE and Len Rickman, MS: Conducted a search for AME’s new President an CEO, conducted qualitative and quantitative research with members to align goals with the association’s goals. Assisted in the reconstruction of the bylaws to revamp structure of the governance units and management. Conducted a review, benchmarking, assessment and facilitated the development of a plan for AME’s consideration as to whether they will remain self-managed or move into a managed environment—facilitate a review and creation of association objectives given its current strategic plan. Conducted a management and environmental scan and in-depth interviews in preparation for planning committee and board deliberations.



The American Association of Nurse Anesthetists—July 2014--February 2014—15M + budget, 50+staff

Contact:

Luis A. Rivera, MBA, CAE
Senior Director, State Management Affairs
222 S. Prospect Ave. / Park Ridge, IL 60068-4001

Phone: 847.655.1152

lrivera@aana.com

 

Services rendered by Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE: Conducted a review, benchmarking, assessment and developed a strategic plan for eight (8) state associations. Worked with each state’s Board of Directors using in-depth interviews, an environmental scan and focus groups, prepared an assessment report for each state followed by a strategic planning session and tactical issue follow-up. Will continue to work with several more states over the next year.

 

The California Association of Flower Growers and Shippers (CalFlowers)—June 2014 2M + budget, 7+staff

Contact:

Michael T. LoBue, CAE
Executive Director

Phone: 847.561.6111

lobue@cafgs.org

 

Services rendered by Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE: Conducted a review, benchmarking, assessment and qualitative and quantitative survey research and developed a strategic plan for this association. Worked with Board of Directors using in-depth interviews, an environmental scan, focus groups, and a member needs assessment followed by a strategic planning session and tactical issue follow-up.

 

The American College of Osteopathic Surgeons—February 2014 and March 2013—5M + budget, 10+staff

Contact:

Linda Ayers, MHCM, CAE

Executive Director

123 N. Henry Street

Alexandria, VA 22314

(703) 684-0416 x.105

layers@facos.org

 

Services rendered by Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE,:. Conducted qualitative and quantitative research to prepare the strategic planning committee to discuss the key issues and goals of the association for the next several years. Earlier conducted a facilitation using an environmental analysis base to prioritize key issues and future priorities to set up research later on.

 

Specialized Carriers and Rigging Association—November 2013, May 2011, August 2010, August 2009, October 2008 and July 2007 —3M budget, 15 staff-Multiple Assignments

 

Contact:

Joel Dandrea

Executive Vice President

SC&RA

5870 Trinity Parkway, Ste 200

Centreville, VA 20120

703.207.3590

jdandrea@scranet.org
 

Services rendered by Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE and Len Rickman MS: Conduct the Association’s and the Foundation’s 2013-2017 strategic plans. Assisted the association’s compensation committee in reviewing current benefits and services. Reviewed key association personnel positions, reviewed and evaluated the association and completed a salary and benefits examination of the entire staff to ensure all salaries were in line with like organizations for the Compensation Committee. In 2009 conducted research for (interviews, environmental scan and focus groups) and facilitated the SC&R Foundation strategic plan, and a salary and benefits review.  In 2008, conducted research for and facilitated a strategic planning journey for the association. Conducted in-depth interviews with the staff and other stakeholders, a comprehensive environmental scan, a quantitative survey and plan facilitation and report.   In 2007 conducted a position analysis and compensation review with findings and recommendations to align the association’s compensation system with association industry best practices. Created a best practice bonus system for review by the Compensation Committee based on interviews with a variety of associations to ensure SCRA was competitive in its compensation programs.

 

 

The American Association of Nurse Anesthetists—November 2013—15M + budget, 50+staff

Contact:

Luis A. Rivera, MBA, CAE
Senior Director, State Management Affairs
222 S. Prospect Ave. / Park Ridge, IL 60068-4001

Phone: 847.655.1152

 lrivera@aana.com

 

Services rendered by Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE: Conduct a review, benchmarking, assessment and developing a strategic plan for several state affiliates. Using in-depth interviews, an environmental scan and focus groups, prepare an assessment report for each state followed by a strategic planning session and tactical issue follow-up. Currently working with five states and will continue to work with several more over the next year. 



Interlocking Concrete Pavement Institute –September 2012--3M budget, 10 staff

 

Contact:                                                                       

Charles McGrath, FASAE, CAE | Executive Director

Interlocking Concrete Pavement Institute

13921 Park Center Road, Ste. 270 | Herndon, VA 20171

703-657-6900              703-657-6900        x209 Phone | 703-657-6885              703-657-6885        Direct  | 703-657-6901              703-657-6901        Fax 

cmcgrath@icpi.org | http://www.icpi.org

 

Services rendered by Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE: Conducted research for and a facilitation to create the ICPI  strategic plan. Reviewing the associations membership recruiting and retention plans, dues formulas, scope and mission going forward. Interviewed volunteers and the staff and conducting an 18 area environmental scan and alternative futures scenario planning session.

 

American Medical Informatics Association — Oct 2012/Jun 2005 -- 5M budget, 15 staff—Multiple Assignments

 

Contact:

Kevin Fickenscher, MD

President and CEO

4720 Montgomery Lane - Suite 500

Bethesda, MD  20814

(301) 657-1291 Ext 101 – Office

(301) 657-1296 – Fax

(415) 450-1515 – Mobile

drkevin@amia.org

 

Services rendered by Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE and Lenard Rickman, MA: Conducted a strategic research, organizational assessment, restructuring and planning assignment for the association complete with interviews, focus groups, a quantitative survey and environmental and web scans, to position the association for future operations. Using an alternative futures approach, the assessment addressed the environment, in which the association was operating and opportunities for improvement in operations, structure and governance for the future through the creation of their new strategic plan. 

 

 

Toy Industry Association— August 2012/ August 2007—6M budget, 28 staff—Multiple Assignments

 

Contact:

Jean Butler

Vice President

Toy Industry Association, Inc.

1115 Broadway  ~  Suite 400

New York, NY  10010

Phone: (646) 520-4845              (646) 520-4845      

Fax:     (212) 633-1429

email: jbutler@toyassociation.org

 

Services rendered by Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE and Len Rickman MS: Conducted 2nd industry member value survey with qualitative research with members, nonmembers and former members and compared it with the 2007 survey. Conducted a gap analysis and provided analysis, findings, suggestions and recommendations. Previously, conducted in-depth interviews with senior volunteers and executive staff in regards to the value of products and services and key issues of the association. In 2007, conducted the first quantitative value member needs assessment to prepare the Board and staff for future planning and product line assessment. As a result of this research, the TIA was alerted to several industry key health and safety issues before they became wide spread as they were picked up in both the qualitative and quantitative research.

 

 

Small Business Legislative Council—July 2012--

 

Contact:

Gerard Murphy, CAE, FASAE

President and President,

Washington Area New Automobile
Dealers Association (WANADA)
5301 Wisconsin Avenue, N.W., Suite 210
Washington, DC 20015
gm@wanada.org
(202) 237-7200              (202) 237-7200      

 

Services rendered by Stephen C. Carey, Ph.D., CAE and Karen Clayton, CAE: Assisted the Council in future strategic issues development and planning. Interviewed members of the EC and the Board and facilitated a full day strategic planning session.

 

 

American Case Management Association—April 2012–3M—17 staff

 

Contact:

L. Greg Cunningham

CEO

11701 West 36th Street

Little Rock, AR  72211

p)501-907-2262              501-907-2262      

f)501-227-4247

lgcunningham@acmaweb.org

www.acmaweb.org

 

Services rendered by Stephen C. Carey, Ph.D., CAE and Karen Clayton, CAE:  Conducted a full management assessment of the association, currently managed by an Association Management Company to assist in bringing the association to the next performance level going forward. Used in-depth interviews with staff and a review of best practices in association management companies and stand alone associations to assist in the evaluation. 

 

 

 

Tax Executives Institute—March 2012—7M budget, 20 staff

Contact:

Timothy J. McCormally
Executive Director 
Tax Executives Institute
1200 G Street, N.W., Suite 300
Washington, D.C.  20005-3814
T: 202.638.5601              202.638.5601        x340
M:  703.801.5955              703.801.5955      
tmccormally@tei.org

 

Services rendered by Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE and Lenard Rickman, MA: Conducted a strategic research and planning assignment for the association complete with interviews, focus groups, a quantitative survey and environmental and web scans, to position the association for future operations. Using an alternative futures approach, the assessment will address the current environment, in which the association operates and opportunities for improvement in operations, structure and governance for the future through the creation of their new strategic plan.

 

American Bakers Association—April 2012—5M Budget—12 staff—1000 Members

Contact:

Robb MacKie                        

American Bakers Association    

O: 202-789-0300              202-789-0300        x114

RMacKie@americanbakers.org

www.americanbakers.org

 

Services rendered by Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE and Lenard Rickman, MA: Conducting a strategic research and planning assignment for the association complete with interviews, focus groups, a quantitative survey and environmental scan, to position the association for future operations. The assessment will address the current environment, in which the association operates and opportunities for improvement in operations, structure and governance for the future through the creation of their new strategic plan.

 

Association for Prevention Teaching and Research– March 2012, November 2011—2M Budget—10 Staff—3,000 Members—Multiple Assignments

 

Contact:

Sharon Hull

President

330.907.5532              330.907.5532      

shull1@neomed.edu , or,

Allison L. Lewis

Executive Director,

Association for Prevention Teaching and Research,

1001 Connecticut Avenue, NW, Suite 610

Washington, DC 20036

202.463.0550              202.463.0550        x133 Phone

All@aptrweb.org

 

Services rendered by Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE and Lenard Rickman, MA: Conducting a strategic research and planning assignment for the association complete with interviews, an environmental scan, and governance and management assessment to position the association for future operations. The assessment will address the current environment, in which the association operates and opportunities for improvement in operations, structure and governance. All functional areas including management, finance, admin, membership, marketing, affiliate operations, conventions and meetings, education and certification will be examined. 

 

 

American Psychoanalytic Association—January 2012, Sept 2011, February 2011—5M budget, 14 staff—2,500 Members—Multiple Assignments

 

Contact:

Dean K. Stein

Executive Director

American Psychoanalytic Association

309 East 49th Street

New York, NY  10017

212-752-0450              212-752-0450       , Ext. 30

deankstein@apsa.org

 

Services rendered by Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE and Len Rickman MS: Conducting a one year assessment, research and strategic planning and governance assignment using in-depth interviews, focus groups and a quantitative needs assessment survey to prepare the association for their strategic planning program and implementation. Work with the association to link the plan to the budget and tactical initiatives created from priority objectives.

 

 

International Urogynecological Association– Sept 2011, April 2011—4M Budget—5 Staff—3,000 Members Worldwide—Multiple Assignments

 

Contact:

Soren Brostrom, MD, PhD, MPA

Urogynecologist, Associate Professor

Herlev Hospital, University of Copenhagen

Secretary-Treasurer

International Urogynecological Association

Mobile: +45-42454245              +45-42454245      

soren@brostrom.dk

 

Services rendered by Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE and Lenard Rickman, MA: Conducting a year long strategic research and planning assignment for the association complete with interviews, focus groups, an environmental scan, a quantitative survey of members and affiliates in preparation for a three day board facilitation of the strategic plan going forward. Conducting an operational and governance assessment for the Board using in-depth interviews with the staff and Board and others. The assessment will address the current environment, in which the association operates and opportunities for improvement in operations, structure and governance. All functional areas including management, finance, admin, membership, marketing, affiliate operations, conventions and meetings, education and certification will be examined. Will assist the association to address its headquarters and staffing options for the future as a result of the strategic planning assignment.

 

 

Public Health Foundation—Council on Linkages--July 2011—6 staff—20 member Public Health Related Associations

 

Contact:

Ron Bialek, MPP

President

Public Health Foundation

1300 L Street, N.W., Suite 800

Washington, DC  20005

202.218.4420              202.218.4420      

E-mail: rbialek@phf.org

Website: www.phf.org

 

Services rendered by Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE and Lenard Rickman, MA: Conducted research for and facilitated the strategic plan of the Council on Linkages, the umbrella organization for all public health related organizations. Assignment included interviews with all principals and a 16 area environmental scan to assist the Council to identify key issues it faces in the near and far term.

 

 

 

Controlled Release Society (CRS) –July 2011, September 2010,—2M Budget –6 Staff—2,500 Members Worldwide-- Multiple Assignments

 

Contact:

Mark Tracy

President

mtracy@alnylam.com

and,

Debra Bingham
Treasurer

Controlled Release Society
202.722.1864              202.722.1864      
dbingham@valeopartners.com

Services rendered by Stephen C. Carey, Ph.D, CAE, Karen Clayton, CAE and Len Rickman MS: Assisting the association in redoing their Bylaws, Policies and Procedures and Board restructuring, and developing a strategic and tactical plan to ensure passage and buy-in. Conducting a strategic planning assignment with interviews, focus groups and a 18 area environmental scan. Conducted a full management assessment of the association, currently managed by an Association Management Organization to assist in bringing the association to the next performance level going forward. Used in-depth interviews with staff and volunteers, a detailed management environmental scan and private label benchmarks and best practices in the areas of finance, personnel and program development to assist in the evaluation. Facilitated a strategic planning assignment complete with alternative futures exercise and plan development.

NAMM, the International Music Products Association—April 2011—30M Budget—90 Staff—4,000 Members

 

Contact:

Joe Lamond

President and CEO

Email: joel@namm.com

Phone: 760.438.8007              760.438.8007        ext. 106

Mobile: 760.801.7942              760.801.7942      

FAX:    760.438.8639

http://www.namm.com

 

Services rendered by Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE and Len Rickman MS: Facilitated a strategic assessment and strategic plan development assignment with the Board using in-depth interviews, informal focus groups and an 18 area Environmental Pulse Scan to prepare the association for their research and strategic planning programs and implementation. The facilitation is aimed at developing the longer term vision and key action areas for the association. The plan will allow the association to link the key goal areas and prioritized objectives of the association with the budget and operational plan for the coming years. 

American Society of Military Comptrollers– January 2011, June, 2010, 5M budget—Multiple Assignments

 

Contact:

Al Tucker

Executive Director

415 N Alfred Street

Alexandria, VA 22314
(703) 549-0360              (703) 549-0360      

 

Services rendered by Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE and Lenard Rickman, MA: Conducting a strategic research and planning assignment for the association complete with interviews, focus groups, an environmental scan, a quantitative survey of members and chapters in preparation for a two day board facilitation of the strategic plan going forward. Conducted an operational and governance assessment for the Board using in-depth interviews with the staff and Board and others. The assessment addressed the current environment, in which the association operates and opportunities for improvement in operations, structure and governance. All functional areas including management, fiancé, admin, membership, marketing, chapter operations, conventions and meetings, education and certification are examined.

 

International Association for Exhibition & Events (Formally NAEM) –January 2011 and October 2007—4M budget, 18 staff—Multiple Assignments

 

Contact:

Cathy Breden, CAE, CMP, COO, and

Steven Hacker, CAE, President

8111 LBJ Frwy

Dallas, TX 75251

972.687.9201              972.687.9201      

Cbreden@iaee.orgshacker@iaee.org

 

Services rendered by Stephen C. Carey, Ph.D, CAE, Karen Clayton, CAE and Len Rickman MS: Conducted an individual and collective board performance appraisal. Created a 45 question customized board evaluation instrument and a 20 question individual evaluation system. Board members sent the instrument back to AMMR and a report was created highlighting strengths and opportunities for improvement.  Conducted a full 18 month strategic assessment using in-depth interviews, focus groups and a quantitative needs assessment survey to prepare the association for their strategic planning program and implementation. Conducted a facilitation with a variety of members in different cities and a facilitated strategic planning team program. The plan will link the objectives of the association with the operational plan for the coming several years.

 

American Academy of Home Care Physicians -- 1M—6 Staff—November 2010

 

Contact:

Constance Row

Executive Director

410.676.7966              410.676.7966      

aahcp@comcast.net

 

Services rendered by Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE and Len Rickman MS: Facilitating a strategic assessment and strategic plan development assignment with the Board using in-depth interviews, informal focus groups, a quantitative web-based survey and an 18 area Environmental Pulse Scan to prepare the association for their strategic planning program and implementation. The facilitation is aimed at developing the longer term vision and key action areas and issues for the association. The plan will allow the association to link the key goal areas and prioritized objectives of the association with the operational plan for the coming years.

 

Specialized Carriers and Rigging Association—July 2010, August 2009, October 2008 and July 2007 —3M budget 15 staff-Multiple Assignments

 

Contact:

Joel M. Dandrea 
Executive Vice President 
Specialized Carriers & Rigging Association 
2750 Prosperity Ave., Suite 620 
Fairfax, VA 22031 
703-698-0291 
(f) 703-698-0297 
jdandrea@scranet.org

 

Services rendered by Stephen C. Carey, Ph.D, CAE, Karen Clayton, CAE and Len Rickman MS: In 2010 reviewed and evaluated the association and completed a salary and benefits examination of the entire staff to ensure all salaries were in line with like organizations for the Compensation Committee. In 2009 conducted research for (interviews and focus groups) and facilitated the SC&R Foundation strategic plan, and a salary and benefits review.  In 2008, conducted research and facilitated a strategic planning journey for the association. Conducted in-depth interviews with the staff and other stakeholders, a comprehensive environmental scan, a quantitative survey and plan facilitation and report.   In 2007 conducted a position analysis and compensation review with findings and recommendations to align the association’s compensation system with association industry best practices. Created a best practice bonus system for review by the Compensation Committee based on interviews with a variety of associations to ensure SCRA was competitive in its compensation programs.

 

Satellite Broadcasting and Communications Association—April, 2010—3M budget 7 staff

 

Contact:

Joseph Widoff

Executive Director

1730 M Street, NW Suite 600

Washington, DC  20036

202 349-3656jwidoff@sbca.org

 

Services rendered by Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE: Conducted a dues structural assessment based on the value equation for different constituencies and developed best practice models for the consideration of the association given it current and anticipated new product lines. Conducted research with the staff and volunteers to develop dues structural criteria and researched best practices, upon which to base recommendations.

 

AGA-- Association of Government Accountants—March 2010, December 2009—5M budget, 30staff

 

Contact:

Relmond Van Daniker

Executive Director

AGA - Advancing Government Accountability

2208 Mt. Vernon Avenue

Alexandria, Virginia 22301-1314

Phone: 703.684.6931, ext. 321

Toll Free: 800.AGA.7211

Fax: 703.548.9367

E-mail: RVanDaniker@agacgfm.org

 

Services rendered by Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE: Conducted National Executive Committee governance facilitation to identify key issue in the governance and planning areas. Conducted interviews with the volunteer leadership and staff and provided the National Executive Committee with a strategic planning facilitation in anticipation to strategic planning and management research. The facilitation encompassed key 2010 strategic issues associations are tackling, do’s and don’ts and key strategic planning components. Also discussed were management and staff roles in planning and how to measure performance of tactical initiatives against the plan.

 

 

Municipal Securities Rulemaking Board—a Self Regulated Organization (SRO)—25M Budget—67 Staff—September 2009

 

Contact:

Harold L. “Hal” Johnson

Deputy Executive Director

1900 Duke St.

Alexandria, VA  22314

703.797.6600

hjohnson@msrb.org

 

Services rendered by Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE and Len Rickman MS: Facilitated a strategic assessment and strategic plan development assignment with the Board using in-depth interviews, an 18 area Environmental Pulse Scan and key staff and board facilitations to prepare the association for their strategic planning program and implementation. The facilitation is aimed at developing the longer term vision and key action areas for the Board. The plan will allow the Board to link the key goal areas and prioritized objectives of the Board with the operational plan for the coming years.

 

Professional Products Association International–May 2009—16M, 75 staff

 

Contact:

Steve Slagle, CAE 
President and CEO

3125 Skyway Circle North

Irving, TX 75038
972.258.3090

steves@ppai.org

Services rendered by Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE: Facilitated strategic assessment research and strategic plan development assignment with the Board using in-depth interviews with the staff and Board, and an 18 area environmental scan to prepare the association for their strategic planning program and implementation. The facilitation was aimed at developing the longer term vision, mission and key goal areas for the association. The plan will allow the association to link the key goal areas and prioritized objectives of the association with the operational plan for the coming years.

 

Women in Aviation, International-- 3M—11 Staff—April 2009

 

Contact:

Dr. Peggy Chabrian

President

937. 839.4647

pchabrian@wai.org

 

Services rendered by Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE and Len Rickman MS: Facilitating a strategic assessment and strategic plan development assignment with the Board using in-depth interviews, informal focus groups, a quantitative web-based survey and an 18 area Environmental Pulse Scan to prepare the association for their strategic planning program and implementation. The facilitation is aimed at developing the longer term vision and key action areas for the association. The plan will allow the association to link the key goal areas and prioritized objectives of the association with the operational plan for the coming years.

 

INFORMS---Institute for Operations Research and the Management Sciences –August 2008—8.5M budget, 40 staff

 

Contact:

Mark Doherty, CAE

Executive Director

7240 Parkway Drive, Ste 310

Hanover, MD 21076

443.757.3515 (P)

mark.doherty@informs.org

 

Services rendered by Stephen C. Carey, Ph.D, CAE, Karen Clayton, CAE and Len Rickman MS: Facilitated and coached a 3 month strategic assessment and strategic plan development assignment with the Strategic Planning Committee and the Board using in-depth interviews, informal focus groups, and an 18 area environmental scan to prepare the association for their strategic planning program and implementation. The facilitation was aimed at developing the longer term vision and key action areas for the association. The plan will allow the association to link the key goal areas and prioritized objectives of the association with the operational plan for the coming several years.

 

Society of American Foresters–June 2008 and October 2007—5M budget, 25 staff—Multiple Assignments

 

Contact:

Michael T. Goergen, Jr.

Executive Vice President and CEO

Charlene Nelson,

Senior Director Marketing and Communications

Society of American Foresters

w: 301.897.8720 x120

m: 240.475.5741

f: 301.897.3690

goergenm@safnet.org

www.safnet.org

 

Services rendered by Stephen C. Carey, Ph.D, CAE, Karen Clayton, CAE and Len Rickman MS: Conduct a full 7 month marketing and membership assessment using in-depth interviews, focus groups, 18 areaEnvironmental Pulse Scan, and a quantitative needs assessment survey to prepare the association for their strategic planning program and implementation going forward. Facilitating the strategic plan of the Society, tying goals and objectives to the annual work plan, and did the executive search for their Vice President of Marketing.

 

Biotechnology Industry Association (BIO) –March 2008—50M budget, 200 staff

 

Contact:

Scott Whitaker

COO

Biotechnology Industry Organization

1201 Maryland Ave, SW

Washington DC 20024

swhitaker@bio.org

202.962.6667                                                     

 

Services rendered by Stephen C. Carey, Ph.D, CAE, Karen Clayton, CAE and Len Rickman MS: Conducted a full five month strategic assessment using in-depth interviews, focus groups and a quantitative needs assessment survey to prepare the association for their strategic planning program and implementation. The strategic planning program and plan will be a proactive and forward looking vision session. Conducted a facilitation with all governing board sections and assisted in facilitating a strategic planning session. The plan will link the objectives of the association with the operational plan for the coming several years.

 

Kitchen Cabinet Manufacturers Association –January 2008—3M budget, 5 staff

 

Contact:

Janet Titus
Director of Member Services
or Dick Titus

President and CEO
1899 Preston White Dr.
Reston, VA 20191
(703) 674-0358
Services rendered by Stephen C. Carey, Ph.D, CAE, Karen Clayton, CAE and Len Rickman MS: Conducted a full 4 month strategic assessment and plan using in-depth interviews, focus groups, an 18 area environmental scan and a quantitative needs assessment survey to prepare the association for their strategic planning program and implementation. Conducted a facilitation with the Board. The plan links the objectives of the association with the operational plan for the coming several years.

 

Coalition of Wound Care Manufacturers – December 2007--.5 Million Budget, 1.5 staff

 

Contact:

Marcia Nusgart, R.Ph.

Executive Director>

5225 Pooks Hill Road, Ste. 1626N

Bethesda, MD 20815

301-530-7846

 

Services rendered by Stephen C. Carey, Ph.D, CAE, Karen Clayton, CAE: Conducted research in the form of in-depth interviews and an environmental scan in preparation for a strategic planning session for the Coalition to set its course for the next several years

 

Flavor and Extract Manufacturers Association of the US—September 2007 and April 2007—3.5M    Budget and 10 staff

 

Contact:

Glenn Roberts

Executive Director

1620 I St, NW Ste 925

Washington DC, 20006

202.293.5800

groberts@therobertsgroup.net

 

Services rendered by Stephen C. Carey, Ph.D, CAE, Karen Clayton, CAE and Len Rickman MS:  Conducted a leadership wide facilitation orienting committee chairs and board liaisons with developing the new work plan of the association. Conducted an association needs assessment with in-depth interviews, focus groups, an environmental scan and quantitative survey in preparation for creating the new Strategic Plan. Facilitated the strategic planning process and aligning and linking the plan objectives and tactical initiatives to the annual work plan and budget.

 

 

Association of Professional Researchers for Advancement—July 2007 / February, 2006—1.1M –4 staff---Multiple Assignments

 

Contact:

Julie Sutter

Executive Director

Ellen Moore

Former Executive Director, or

Pamela Poland, President

Julie—312.673.4829

Ellen—312.673.4751

Pamela—703.413.5505

 

Services rendered by Stephen C. Carey, Ph.D., Jeffery Morrison and Karen Clayton: Conducted a governance structure facilitation to restructure the association for the future. Assisted the association in determining whether to remain a stand alone association or to move to the services of an association management company.  Conducted a governance and management study with benchmarks and best practices for the Board’s consideration in its decision making.  Conducted, concurrently, a strategic planning process to set the association’s course for the future with an environmental scan and quantitative survey as guideposts and data points.

 

Marine Technology Society—March 2005, 3M-- 4 staff

 

Contact:

Judith T. Krauthamer

Executive Director

5565 Sterrett Place, Suite 108

Columbia, MD 21044

Phone: 410.884.5330

mtsdir@erols.com

 

Services rendered by Stephen C. Carey, Ph.D., Jeffrey Morrison: Conducted a strategic planning assignment for the association. Conducted in-depth interviews with Society leaders and a full environmental scan with MTS stakeholders. Conducted a planning session to identify the vision, mission, goals, objectives and tactical objectives of the association, and worked with the staff to tie the plan together with the annual business plan and budget.    

 

The American College of Radiology—March 2005—30 Million, 150 Staff

 

Contact:

Harvey Neiman, MD, Executive Director,

Nancy Cook,

Senior Director Marketing and Public Relations

1891 Preston White Drive

Reston, VA 20191

Phone: 703.648.8900

harveyn@acr.org  / nancyc@acr.org

 

Services Delivered by: Stephen C. Carey, Ph.D., CAE, Michael Sherman, Ph.D., CAE, Karen Clayton, CAE and Leonard Rickman, MA, Jeffrey Morrison: Conducted in-depth interviews, focus groups, an environmental scan and a quantitative market research needs assessment for the association. Reviewed the marketing and communications component of the association and provided findings, recommendations, suggested new structural models and internal marketing and communications suggestions. Assisted in evaluating the association’s quantified value of products as equated to dues and reviewed the association’s new educational initiatives.

 

Council of Scientific Society Presidents— December 2004, May 2004, November 2003—Multiple Assignments

 

Contact:

Marty Apple

President

1155 16th St. NW

Washington, DC 20036

Phone: 202-872-4452 /E-mail: cssp@acs.org

Services provided by: Stephen C. Carey, Ph.D., CAE: “By invitation only” presentation to the presidents of the scientific societies in the United States on future issues and trends in association management in the areas of governance, marketing and communications management, and methodologies to assist associations going forward. Invited back for an encore presentation in May and invited back to do an alternative futures strategic planning exercise and presentation next November.

 

PDA, an International Association for Pharmaceutical Science and Technology--November 2004—August 2004—November 2002—8 Million—30 Staff (MULTIPLE ASSIGNMENTS)

 

Contact:

Lance K. Hoboy

Vice President, Finance and Strategic Planning

3 Bethesda Metro Center, Ste 1500

Bethesda, MD 20814

Phone: 240.793.8430

hoboy@pda.org

 

Services Delivered by: Stephen C. Carey, Ph.D., CAE, Leonard Rickman, MA, and Karen Clayton, CAE and Jeffrey Morrison: (November 2004) Facilitated a strategic planning assignment with the SP committee to prepare PDA for its future missions and goals. (August 2004) Conducted in-depth interviews, focus groups and a quantitative market research needs assessment for the association. Conducted an environmental scan of the association in anticipation of the updating of the strategic plan. Assisted in evaluating the association’s educational delivery systems and constructing the value equation of benefits visa vis dues. In September, 2002, conducted a complete structural analysis of the association to ensure all organizational components are properly aligned, and that the job components of each department were appropriately arrayed. Provided a detailed series of findings and recommendations including the plan for completely restructuring the staffing component, and recommendations for reviewing and revising policies and procedures in the membership, marketing, communications and I/T areas. Used the new Demographics Overlay™ methodology for survey report preparation.

 

The National Business Travel Association, October 2004, September 2000, April 1999, April/ September/October 1998, September 1997, September 1996 --- $8 million, 20 staff (MULTIPLE ASSIGNMENTS)

 

Contact:

Hank Roeder, Deputy Director

110 N. Royal St., 4th Floor

Alexandria, VA 22314

Phone: 703-684-0836

 

Services rendered by Stephen C. Carey, Ph.D., Leonard Rickman, MA, and Karen Clayton, CAE:  Six assignments.  Since AM+MR began work with this association, NBTA’s budget has grown from 2 million to 8 million, with the creation of a new foundation with current commitments for 8 million. Conducted in-depth interviews, focus groups and a quantitative market research needs assessment in the membership and international areas.  Conducted a complete review and analysis for the association examining their international structure with models, findings and recommendations as to how they should structure for the future, and a competitor analysis. Used the new Demographics Overlay™ methodology for survey report preparation. Conducted a detailed governance and strategic planning review for the governing board outlining achievements over the past two years, and areas of concentration for the future.  In a separate study, examined the communication and information management functions of the association, with recommendations and action plans for revising the structure of those functions.  Assisted with executive search in the hiring of new directors for the foundation and the education function. Developed a psychographics segmentation system for the association in June 1997.  Analyzed the membership’s recruitment and retention function in May 1997.  Conducted public relations, communications and a marketing analytical study with end result of repositioning NBTA’s image among industry associations and national media and, revising their marketing and strategic planning strategy to meeting current conditions in September 1996.  Conducted a full day Board Retreat to review and integrate findings into the association’s action plan as well as a full briefing on the findings of the report.  Conducted Board governance training and a practical exercise in board management in September 1998. Invited back to provide governance and team building training for the Board and committee chairs in September 1999, and to conduct the search for their new Education Director in April 2000.

 

Global AIDS Alliance (GAA)—October 2003—1 Million—8 Staff

 

Contact:

Paul Zeitz, Ph.D.

Executive Director

1225 Connecticut Ave NW #401

Washington, DC 20036

Phone: 202.296.0261  

pzeitz@globalaidsalliance.org

 

Services provided by:  Stephen C. Carey, Ph.D., CAE and Karen Clayton, CAE: Assisted this cause-related organization by conducting an organizational and programmatic assessment, qualitative research, an internal and external environmental scan and facilitated their alternative future strategic planning programs. Assisted in restructuring the organization based on future missions, programs and funding. Prepared the operations and business plans linked to the strategic plan for FY 2004/5.

 

Experimental Aircraft Association (EAA)—May 2003—100 Million—250 Staff

 

Contact:

Brian Wierzbinski

Executive Vice President

PO Box 3086

Oshkosh, WI 54903

Phone: 920.426.4812

 

Stephen C. Carey, Ph.D., CAE and Karen Clayton, CAE and Len Rickman, MA: Conducting a full strategic assessment in eight phases for the association. Using in-depth interviews, focus groups, an environmental scan and a quantitative needs assessment, conducted a strategic planning and future scenario building exercise for the leadership of the association. Used the new Demographics Overlay™ methodology for survey report preparation. Also conducted a full program by program assessment and restructuring analysis of the governance, marketing, communications and development components of the  organization to position it for future operations.  This is a year-long assignment conducted in eight phases.

 

American Association of University Women—August 2002 -- 15 Million, 93 Staff

 

Contact:

Pam Fernaux,

Vice President of Finance and Administration

Gladys Brown,

Association Director

1111 Sixteenth St. NW

Washington DC 20036

Phone: 202.785.7760

 

Services Delivered by: Stephen C. Carey, Ph.D., CAE and Karen Clayton, CAE and Len Rickman, MA: Conducted a full review and analysis of the membership, marketing and development functions, including structure and functions in the administration, recruitment and retention areas, as well as cross corporate integration with marketing, development and communications functions.  Reviewed the membership related component operations, direct mail marketing operations, the value to dues equation, delivery systems and dues structure of the association. Conducted in-depth interviews and focus groups with the staff and volunteers with a full restructuring model(s) and operational procedures as deliverables.

 

Greater Pittsburgh Convention and Visitors Bureau and Community– September 2002, $10 million, 50 staff

 

Contact:

Joseph R. McGrath,

President and CEO

425 Sixth Ave,

Pittsburgh, PA 15219

Phone: 412-281-0482

 

Services Delivered By: Stephen C. Carey, Ph.D., CAE:  Conducted an environmental scan and assisted in the construction of a strategic plan to carry the Bureau forward and address future planning and operational issues.  Involved the establishment of separate work cells for each major component of operations, with cell presentations and plan development and evaluation tools. Conducted in-depth interviews, focus groups and a full environmental scanning research component including new alternative future scenario methodology.

 

 

 

 

 

Seattle King County Convention and Visitors Bureau and Community—July 2002—8 Million 35 Staff

 

Contact:

Steven Morris

President and CEO

520 Pike Street, Ste 130

Seattle, WA 98100

Phone: 206-461-5800

 

Services Delivered By: Stephen C. Carey, Ph.D., CAE:  Conducted an environmental scan, a future scenario and strategic planning facilitation in the construction of the communities’ strategic plan to carry the Bureau forward and address future business & marketing planning and operational issues. Conducted in-depth interviews of staff, volunteers and community leaders, and a full environmental scanning research component, including new alternative future scenario planning methodology.

 

Transplant Resource Center of Maryland—July, 2002—20 million, 60 staff

 

Contact:

Marion Borowiecki, Executive Director

Mark Ewing, Human Resource Director

1540 Canton Center Dr., Suite R, Baltimore, MD  21227

Phone: 410.242.7000—800.641.HERO

 

Services Delivered by: Stephen C. Carey, Ph.D., CAE:  Conducted a detailed review of the organization, both internally and externally, to provide recommendation for future business planning operations.  Conducted a strategic planning assignment, with an environmental scan, volunteer and customer interviews, and will conduct a Board strategic planning retreat, to set the future direction of the nonprofit organization.

 

Consortium Health Plans Inc. (a for-profit company) (the marketing arm for national accounts for the Blue Cross Blue Shield), October 2001, March 2001-- $9 million, 30 staff (Multiple Assignments)

 

Contact:

Dan Kehoe,

President and CEO,

Debra Shepard,

Director of Marketing and Communications

10490 Little Patuxent Parkway, Ste 550,

Columbia, MD 21044

Phone: 410-772-2904

 

Services Delivered By: Stephen C. Carey, Ph.D., CAE, and Karen Clayton, CAE  August/September 2001: Developed the creation of the new strategic plan for the organization.  Led the senior staff through an environmental scan and research exercise and a strategic planning program.  March 2001: Assisted in the development of a new management and sales strategy for the Consortium for future delivery of national accounts, and conducted a strategy planning session for the Board to develop an operational business plan going forward given changing roles and relationships within the BCBS system.

 

American Society of Mechanical Engineers -- four assignments—July, 2001, May, 1999, September 1998, May 1998, 1993/4 --- $60 million, 400 staff (MULTIPLE ASSIGNMENTS)

 

Contacts:

Dave Belden, Executive Director,

Rene Ackerman, Assistant Treasurer,

Jeff Howitt, Director of Marketing, and

Amy Geffen, Director of Professional Development

3 Park Avenue—22nd Floor.

New York, NY 10016

Phone: 703-704-9264

 

Services delivered by Stephen C Carey, Ph.D., CAE, Leonard Rickman & Karen Clayton, CAE:

2002: Conducted a full Educational and Professional Development marketing research needs assessment to assist the Society in determining its professional development strategic and business plans going forward.  Study involved qualitative research with a variety of in-depth interviews and focus groups with all ASME constituencies to frame a quantitative research needs and value assessment for ASME North American and International stakeholders.  Also included a competitor analysis, benchmarking and risk analysis of the marketplace. Used the new Demographics Overlay™ methodology for survey report preparation.

1999: Conducted “graduate school” marketing and communications training to 45 product line managers consisting of integrated marketing and communication discussion workshops targeted at volunteer/staff teamwork relations, product cross pollination training, imaging and branding considerations and the impact of new E-commerce tools and techniques on product line operations.

1998:  Performed marketing review of the Society with 18 product line managers and developed a customized 2-day marketing management course delivered to 45 product line managers.  Provided a Marketing Position Report to the Society, outlining current marketing structure and recommendations as to how to proceed with training product line managers.  Provided the association with marketing structural and targeting strategies.

1993/4--Performed a two part quantitative marketing research study consisting of 8 focus groups nationwide and a targeted membership needs assessment survey. Results were key to the development and future direction of the association marketing program especially, as it related to the integration of key services to young members.  Core marketing strategies were developed and integrated across product lines for developing key services to ASME’s youngest membership segment.

 

Washington Area New Automobile Dealers Association, -- June 2001, $3.5million, 20 staff

 

Contact:

Gerard N. Murphy,

CAE, President

5301 Wisconsin Ave, NW,

Washington D.C. 20015

Phone: 202-237-7200

 

Services Delivered By:  Stephen C. Carey, Ph.D., CAE  and Karen Clayton, CAE:  Conducted in-depth interviews with key stakeholders and a strategic planning retreat with the Board and selected leaders, and a team building staff retreat.  Conducted an environmental scan of the industry for use by both the staff and the Board in their respective retreats.

 

Arizona Society of CPA’s, -- July 2000, $1.8 million, 8 staff

 

Contact: 

Cindie Hubiak, CPA,

Executive Director

Patricia Gannon,

Director of Publications

2120 North Central Avenue, Ste 100,

Phoenix, Arizona, 85004

Phone: 602-252-4144

 

Services Delivered By:  Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE, Len Rickman, and M.A.; Conducted a through review and analysis of the Society’s Continuing Professional Education Program, and assisted in creating the Educational Strategic Marketing Plan for the future.  Through a series of in-depth interviews and focus groups, identified member educational needs and created a plan to focus the association’s direction in delivering new millennium education products and services.

 

Building Services Contractors Association International, June 2000— $3 million, 25 staff

 

Contact:

Carol A. Dean,

Executive Vice President

10201 Lee Highway, Ste 225,

Fairfax, VA  22030

Phone: 703-359-7090

Jack Schlegel, Pharm.D.,

CAE, President,

Schlegel and Associates

Phone: 301-652-0127

 

Services Delivered by Leonard Rickman, Karen Clayton, CAE and Stephen C. Carey, Ph.D., CAE:  Conducted In-depth Interviews, Focus Groups and a full Member Needs Assessment to prepare the association for its strategic planning meetings. The research encompassed all of BSCAI’s member, prospect and other stakeholder constituencies, and prepared the association for making strategic decisions aboutit’s future.

 

The Electronic Defense Association (Association of Old Crows)—December 1999—$3 million, 20 staff

 

Contact:

Vern Luke,

Executive Director

1000 N. Payne Street,

Alexandria, VA 22314

Phone: 703-549-1600

 

Services delivered by Leonard Rickman and Stephen C. Carey, Ph.D., CAE: Conducted a full marketing/communications/organizational review and analysis.  Used In-depth Interviews, Focus Groups and a Needs Assessment, provided recommendations concerning the marketing, image, and communications ability and governance posture of the association.

 

Association of Local Housing Finance Agencies—A Smith Bucklin, Inc. Managed Association—Two Assignments—March and August 1999--$550,000, 5 staff (MULTIPLE ASSIGNMENTS)

 

Contact:

John Murphy,

Executive Director

Mark S. Ulfers,

President

1200 19th St. NW, Ste 300,

Washington D.C.  20036-2422

Phone: 202.857.1197 (John) 

Phone: 651.423.1273 (Mark)

 

Services delivered by:  Stephen C. Carey, Ph.D., CAE and Karen Clayton, CAE: March 1999: Conducted an industry environmental scan and conducted in-depth interviews with leaders and members to obtain data for a strategic planning workshop for the key leaders and other within the association.  Conducted a two-day strategic planning workshop resulting in the crafting of the association strategic plan.

 

July 1999: As a separate assignment, conducted a value assessment of the associations programs, benefits and services for the Board to prepare the association for future operations. Conducted a feasibility study of the association with recommendations as to whether the association should move to separate headquarters and establish their own operating entity in Washington or elsewhere. Compared ALHFA operations with the current management firm with other management companies and with stand-alone operations in the areas of Cost of Living, Housing, Rent, Overhead, Equipment and furnishings etc.  Provided a Board briefing on findings and recommendations for their consideration.

 

Independent Cash Register Dealers Association, March 1999, $3 million

 

Contact:

Ann Rockwell,

1900 Cross Beam Drive,

Charlotte, NC  28217

Phone: 704-357-3124

 

Services delivered by Leonard Rickman and Stephen C. Carey, Ph.D., CAE:  Conducted a series of in-depth interviews with a cross section of the membership to provide input into the association’s developing strategy for delivery of its educational programs, and its efforts to develop a benchmark survey of information, programs and services necessary for the members to do business in the future.

 

The Associated Builders and Contractors Inc., Six assignments: September 1997, January, April and June, August, October 1998 – $35 million, 80 staff (MULTIPLE ASSIGNMENTS)

 

Contact:

Mike Dunbar,

Vice President, Planning

1300 N. Seventeenth St.,

Rosslyn, VA, 22209

Phone: 703-812-2002

 

Services delivered by:  Stephen C. Carey, Ph.D., CAE  and Karen S. Clayton, CAE: Conducted a full marketing review and analysis of the association.  Developed a new structure and provided industry marketing strategy to position the association for future marketing operations.  Selected by the association to assist the volunteer audit team and conducted a full governance and operational audit of the association.  Facilitated the assn’s strategic planning process in May, 1998, and was selected to write and teach the association strategic and operational planning process to ABC chapter staff and volunteers.  Facilitated and taught governance and marketing subjects at the association’s State Executive Director’s conference.

 

The Flight Safety Foundation, September 1997, April 1998 --- $4 million, 18 staff (MULTIPLE ASSIGNMENTS)

 

Contact:

Stuart Matthews,

Executive Director, or

Roger Rozell,

Director of Communications

601 Madison St, Ste 300,

Alexandria, VA  22314

Phone: 703-739-6700

 

Services delivered by Stephen C. Carey, Ph.D., and CAE and Karen Clayton, CAE:  Conducted a full governance review and analysis with recommendations of FSF’s membership, corporate sponsorship and marketing operations.  Implemented new membership recruitment, retention and administration procedures.  Developed an overall marketing and development strategy and continue to assist the association in redefining its dues structure, creating TruValueÔ definition for current and future members and their employers.  Helped the Found