I believe much fresh thinking and innovation emerges from cross-overs between sectors, disciplines and cultures, and so I was fascinated to sit in on a presentation last week about engaging and expanding membership of a charity, given by a team from a major retailer. (Is there such a big difference these days? I'll come back to that).
The challenge given to the retail team was to help the RSA in its re-invention process towards a network for civic innovation (previous RSA postings here). They interviewed staff and members (Fellows), and looked at other organisations (possible competitors for members). They came up with an engagement plan, shown here, starting before the big event planned by the RSA for Fellows on November 22**, following through to further activities. There was a lot of emphasis on promoting the vision of the chief executive, Matthew Taylor.
My immediate reaction to the presentation was "you've got it wrong - this is just marketing", moderated to "you've got some of it right", through to something about "it depends where you are sitting, and your view of the world".
The retail team were presumably chosen as advisers because their stores suffered a potentially catastrophic downturn in business a couple of years back, and are now on the way up thanks to the drive and vision of a new chief exec. Matthew Taylor is trying for major changes at RSA, including expansion of membership from 26,000 to 100,000 in a few years. He wants Fellows (customers?) to be at the heart of the organisation, not the edge. You can see the video here.
The retailers offered eight principles of good engagement:
- From the horses mouth
- Timely, transparent and full disclosure
- A concept you can pass on
- One big idea
- Delivered with energy and personality
- Dialogue and discussion
- Hand over ownership to the audience
- Next steps, easy, clear and booked in
They said that their new chief executive was brilliant at achieving this in big events with managers, sending them back to their stores to enthuse staff. They said it was very important to give managers clear guidelines on how to do this. They had tried leaving it to managers to choose their own methods, but it hadn't been too successful. The implication - for me anyway - was that on November 22 Fellows need to leave the event fired up with missionary zeal to put Matthew's vision into practice.
Maybe I misunderstood the detail - but I started to feel uncomfortable because it seemed a pretty top-down approach, and didn't fit well with the idea of Fellows creating networks for action using social media and other distinctly peer-to-peer models. In the spectrum of engagement, is seemed to sit up the inform and consult end rather than collaborate and empower ... which is where the RSA narrative is.
Anyway, I didn't write about the event straight away, but let the ideas ferment for a few days. That led me to think that maybe the retailers had got some of it right - perhaps the part that they would understand best. The RSA does need to improve and market its services to Fellows - the bar, library, restaurant and so on. Otherwise people will start to wonder whether they are just foot-soldiers in Matthew's New Army of civic volunteers ... and why are they paying £130 or so a year for that? The other thing they got right is that any telling-selling-engaging process shouldn't stand or fall on one big event. It is a long process ... so November 22 is just one milestone.
What didn't seem right was the overall emphasis on "selling" a vision ... when anyone in the nonprofit sector knows that ultimately volunteer activists do what volunteer activists want to do, so it is important to get some alignment of interests. Ideally you should co-design programmes with them.
It was at this point of musing that I reminded myself how important the culture, context and background is in understanding, quite literally, where people are coming from. The retailers had been through a few scary/energising years of decline and resurrection, and their presentation featured lots of press cuttings about "slide goes on" ... "faces more storms ahead" ... then ... "stunning sales" and "eight year peak". Of course they would draw upon this experience when faced with the challenge of re-inventing the RSA.
Similarly, Matthew Taylor must have in mind some of his experience in the Labour Party. As Simon Dickson points out, there's a passage in the video I did of Matthew where he talks about his idea for a network of civic for innovation. He says:
Part of the reason I was enthused by this idea is that I tried to do it at the Labour Party for ten years - and it was totally impossible. I spent ten years saying ‘can’t we turn our members into civic entrepreneurs? can’t we actually look like we believe in progressive change on the ground, rather than just knocking on people’s doors?’ The party leadership and party stakeholders were utterly resistant to this idea.
I certainly don't think that replaying that experience more successfully is the main motivation behind the vision ... but I guess you can't spend 10 years or so in the service of the New Labour modernising machine without being touched by its less-than-empowering culture. It's a great tribute to Matthew's versatility that, if there, it isn't too evident.
In order to put all this into the context of engagement theory, I cast my mind back to some excellent work undertaken by Jack Martin Leith a few years back when he charted engagement and ideas generation methods against worldview - you can find it here.
Put simply, within Worldview 1, the world is a machine and methods you are drawn to are fairly mechanistic. Under Worldview 2 the world is a system, while in Worldview 3 it is a field of energy and consciousness ... and undoubtedly a lot messier, as I've touched on here and here.
I suspect that part of the difficulty the RSA faces is that the different interests involved have different worldviews, and don't have a way to talk about this. I hope that NESTA Connect - who are funding the current exercise - have work-in-progress monitoring in place to see how things play out, because process is as interesting as outcomes in engagement. There may be lessons for that from Diane Warburton's work on evaluation of public participation.
Phew. I didn't expect to spend quite as long on this piece as I have. It shows (for me) how interesting the RSA is at present. I'll hang in as long as it gives me stuff to write about. I suspect many other Fellows have their own rather diverse interests and motivations as well.
Perhaps the most telling exchange during the RSA-retailer event was when someone pointed out that most of the engagement processes discussed were aimed at managers. How did they know whether their customers were engaged or not? "Well, if they don't like us, they don't come to the stores" was the reply.
Not a bad lesson - if you remember members of charities aren't just buying, they are contributing ... so they require even more care and attention. It is interesting to listen in to the re-invention process ... it would be even more motivating to play a more active part.
** The part that Fellows can play in the process has been un-clarified by a message to those who signed up following the November 22 event invitation, believing that would ensure a place. Unfortunately this isn't so, and Matthew now tells us "we will be making our final selection of registrants shortly to ensure that we have as representative a group of Fellows as possible here on the day".
However, all is not lost for those who may be disappointed. An earlier mailing to those interested inadvertently displayed some 260 e-mail addresses, thus giving any Fellow the opportunity, for the first time, to contact directly others interested in the re-invention process. Nobody has yet, which suggests either a high degree of satisfaction with the way things or going, or a generally low-level of social media awareness ... or maybe a feeling of "let's see how it goes, don't rock the boat". Just in case that changes, I suggest the event organisers take a look at Communities Dominate Brands, by Alan Moore and Tomi T Ahonen. As I reported here, Alan has a compelling metaphor, warning brands about complacency once their customers can find each online: "once you have stormed the Bastille, you don't really want to go back to your boring day job."
The retailers didn't mention that one.
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