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5 Easy Steps to create a ‘Lived Vision’ to Effectively Engage Stakeholders

Bringing a large-scale event to life that truly reflects your vision will always require buy-in from the various stakeholders involved. It can be very time intensive to manage competing stakeholders when running large-scale events and it can feel like you are being pulled in several different directions.

In this post you I’ll show you five easy steps to create a “lived vision” that will help pull everyone together and ensure that you get the best outcome for your event without always having to communicate separately with each stakeholder group.

Related content: Do you really know your event stakeholders?

Now, having a vision for your event is surely nothing new to you; however, having a lived vision is a step further. As the name implies, a lived vision is known and lived by all stakeholders. It also helps to easily attract more of the right people to your event – those who truly connect to your vision, and hence saves you valuable time while creating a bigger impact.

Managing competing stakeholder interests

Mitigating the great challenge of competing stakeholder interests means getting stakeholders to all work together towards your event’s success. Yes, they are all very different but the one thing that unites them is your vision for your event or organisation.

It is also much easier to manage these competing interests when you have your own cheer squad – or “A-team” of stakeholder ambassadors who share the vision for your event and can hence carry it through to their respective stakeholder groups. 

Creating an “A team” with vision

The easiest way to create your own A-team is to share openly and honestly the vision you have for your event. For example, if you are running an event benefitting health, you will want to use language that is attractive to stakeholders who share a common interest in healthy communities.

This way you will pull together a small group of people across all stakeholder groups, who are most enthusiastic about your event. They will see their involvement as more than a transaction and they will help you engage all stakeholders. See them as your advisory panel and your cheer squad.

Regardless of the type of event or its purpose, your entire team will function more cohesively when united by common goals, and the same goes for all stakeholder groups. This calls for a clearly spelled-out vision at the centre of all your event planning, around which your A-team will rally and take everyone else along for the ride. Do this early!

Your event’s vision statement

Write up a single vision statement for your event. Leverage this vision statement to engage potential stakeholders around the common interest. Use this vision statement as the basis for a “pull strategy” designed to attract stakeholders who share your vision.

Often, event leaders create different visions for each stakeholder group, such as sponsors, staff, suppliers, volunteers. This segmentation limits the stakeholders. However, a well-articulated vision attracts people across all stakeholder groups to your event and you never know how people may want to get involved. For example, a ticket holder can also be donating and volunteering; they may also own a company and may be interested in sponsoring the event.

So, it’s important to not limit yourself; create a single vision of how you want your event to be perceived and what you want it to achieve – this alone will attract the right people once you share it.

Five simple steps to creating a lived vision statement

The best way to instil a sense of purpose in your stakeholders is to write a vision statement for your event and then help them to own it and share it. To do this, follow these five steps:

  1. Answer three questions to determine the value proposition of your event:
    1. What is the main purpose of the event?
    2. What type of person is this event for?
    3. What is their incentive for attending this event?
  2. Write a rough draft of your vision statement.
  3. Share the vision statement with your A-team of stakeholders for input.
  4. Write the final draft of your vision statement.
  5. Share your vision statement in all appropriate channels (website, local media, social media).

A vision statement is emotional; it’s about positive change. This is what people will connect to and that’s when it becomes a lived vision.

Health triathlon

Darryl (not his real name) belonged to a triathlon club and was tasked with organising a public triathlon.

Particular challenges

While Darryl had organised triathlons before, this was especially challenging as it was ‘tri-purpose’, which he delighted in telling people was appropriate for a triathlon club. Its purpose was:

  • Increase the number of club members
  • Raise funds for the local hospital’s oncology ward
  • Raise fitness levels of the citizens of the half dozen or so suburbs that were his target

Finding his A-team

It was obvious that this was going to be a big, complex task and that planning would take the best part of a year and involve many volunteers. Fortunately, Darryl quickly recognised a small number of community members from various stakeholder groups who were as enthusiastic as he was – so these five people became his A-team.

Writing the vision

Darryl had written vision statements before, but it was crucial this time to formulate a single vision that would be relevant to all stakeholder groups: contestants, individual clubs (swimming, running, cycling), hospital auxiliary, sponsors, volunteers, race directors, coaches, team leaders, vendors, retail outlets, council staff, police, ambulance … the list seemed endless.

He liked the idea of a lived vision that would pull everyone together to ensure that he would get the best outcome for his event without always having to communicate separately with each stakeholder group.

He drafted and redrafted many versions of a vision statement that he felt would appeal to all of these groups, then finally felt ready to share it with his A-team.

Sharing it with his A-team and beyond

After some minor revisions by the A-team, the vision statement was finalised – less than a page of their why. This became the basis of some very effective advertising, including social media, television, newspapers, leaflets and posters.

(And yes, it was hugely successful. Darryl and his A-team were immediately booked for a repeat performance the following year.)

A vision for your A-team

Feeling stuck? Writing your own vision doesn’t sound as easy as it was for Darryl? You can always schedule a consultation with the team at Eventeamwork who can assist you in developing a lived vision for your event.

If you’d like to up-level your stakeholder engagement, download our free checklist “How to manage competing stakeholder interests when running large scale events”.

Do you really know your event stakeholders?

stakeholder management

If you’re planning a large-scale event, you’ll already know that they don’t ‘just happen’. And of course, the more stakeholders you have, the more potential there is for interests to compete and for you to struggle to satisfy them all.

In this post, I’ll show you why it’s important to really know your stakeholders and share some easy tips to help get to know them better.

No doubt, you already know your stakeholders are important and you are already thinking about them and their interests. This simple process will help you clarify how you can engage them more effectively.

Who are your stakeholders?

Large-scale events usually involve a staggering number of stakeholders from advisory boards to suppliers to temporary staff and volunteers (the latter can constitute up to 85% of the event workforce). There are many different people with whom event leaders must interact to successfully stage the best possible event. The best advice here is to really know your stakeholders and (perhaps even more importantly) to understand what’s in it for them.

Why it’s important to know your stakeholders

Don’t assume that all of your stakeholders are anxious to just be part of a big happy family. Getting to know your stakeholders helps you balance different priorities and competing interests, make use of everyone’s strengths and talents and help everyone feel valued and engaged. It’s the first step in getting everyone to work together for that common goal – a successful event.

List your stakeholders

To get to know your stakeholders, the first step is to list them. That may sound like an easy task, but many event leaders skip this simple step, which can not only mean that they fail to engage with key stakeholders, they can accidentally ignore them completely. Naturally, this can make them feel neglected, disengaged and more self-interested as a result.

What’s driving your stakeholders?

To make sure you engage with all your stakeholders, in addition to listing their names and contact information, add something even more valuable: your stakeholders’ motivations.

Consider what interest each stakeholder has in the event. Ask yourself, “What’s driving my stakeholders?” The answers may vary depending upon each stakeholder’s unique situation, but they are certainly worth knowing and including on your list.

Various stakeholders will have different motivations which may or may not align with your objectives. A politician involved in your event might want to drum up good publicity. A bureaucrat may be looking to capitalise on the potential for your event to attract new business to the area. An operations team member might be using the event as a stepping stone for their next gig. Volunteers may simply be looking for meaningful experiences and personal fulfilment. The list goes on and on.

Determine ‘what’s in it for them’ and add this to your list. Doing so will help you to build a more meaningful relationship with each individual stakeholder as well as to mediate their competing interests when functioning collectively.

Simone and the big top

A colleague of mine (I’ll call her Simone) was helping to stage a major student music event in a town in Victoria. Without a major concert hall, a big top was used for the event and was erected on the town’s showground. The old adage ‘never work with children or animals’ was frequently playing in Simone’s mind, reminding her of what she was taking on.

She described her list of stakeholders as ‘more than a little bit lengthy’. Apart from the obvious – students, teachers and parents – there were many others on her list, such as the owners of the big top (who were wanting to use this event for promoting their company and to ensure that their prize possession wasn’t ruined by all those kids), the Showground Trust (who were wanting some publicity for the showground but were also concerned that their oval was going to be ruined), suppliers (who provided everything from trapeze swings and sound gear to toilets, and who managed everything from ticketing and parking to crowd control), the local ambos, the state and federal members of parliament (who were from different parties, but both wanted to speak at the event), local newspaper and television film crews … every woman and her dog.

Even though Simone thought she was across all her stakeholders, once she had taken the time to list the stakeholders and their motivations, she thought it was absolutely worth it. It enabled her to engage with all of the stakeholders effectively and to streamline communication, but most of all to ensure that their seemingly competing interests were harnessed. The result was that stakeholders were very engaged across the entire event, which lead to a successful three-day event and happy stakeholders who are all likely to return next year.

Ready to get to know your stakeholders?

Create a list of your stakeholders, their contact information and their motivations. Use these tools to help you be more effective in managing their competing interests.

If you’d like to up-level your stakeholder engagement, download our free checklist “How to manage competing stakeholder interests when running large scale events”.

Why we need people centric leadership in events

We see varying levels of system approaches and people centric approaches in volunteer management. One approach is relying on a volunteer management system (software) to solve the recruitment problem, the other is reluctance to use a system out of fear to lose the connection with volunteers. I believe the solution is a combination of a system approach AND people centric leaders to run a volunteer program effectively.

We often get asked one of the following two questions “Why do I need a system, I am just fine doing the rostering in my head?” and “How much is it to use your database?” Then the other day I listened to a podcast where an accountant spoke about their service and the impact of accounting software on the service they provide. Now everyone can basically do their own accounting but it doesn’t replace the service that is provided by professional accountants. I could see so many parallels to volunteer management in event and community organisations.

Seven years ago when we started Eventeamwork there were very few volunteer management systems on the market. Back then volunteer management typically involved many manual tasks around rostering and communication, particularly for volunteer programs involving hundreds of people over multiple days. These days there are literally hundreds of software solution to assist with database management and rostering on the market and there are more appearing every other week.

The search for efficiency and automation is changing the volunteer management field just like in the accounting profession. The system is really important to assist with the manual tasks, avoid errors and provide a better and faster registration experience for people. Coordinators save time and do their jobs more efficiently. They can now concentrate on planning and improving the volunteer program, focussing on communication and engagement, all of which will make the program more effective.

However the thread of having a system, particularly if it includes automation such as automatic confirmations and reminder messages, self-scheduling, self check-in etc, it can also be easy to lose touch with your volunteers. Where previously there would have been many emails and phone calls to determine availability and confirming rosters, we now need to find other ways to stay connected and have real communications.

Engagement is important and can get lost in the process of relying too much on the system. This unfortunately results in low attendance and low retention rates. The missing engagement and connection also contributes to volunteers at times being seen as a commodity rather than a valuable team member.

Interestingly the system approach is often experienced in event volunteer programs, whereas volunteer coordinators in community organisations tend to be fully aware of the importance of the engagement piece and the organisations often shy away from systems.

Just like in the accountant example, volunteer management systems cannot replace a volunteer coordinator. They cannot replace the building of relationships and connections between people and organisations. However systems can indeed add convenience and efficiency to the profession that allows volunteer coordinators to focus on planning and improvement rather than being bogged down by manual tasks.

As with everything, it’s about finding the right balance.

An effective volunteer program combines system and people centric leadership

While a good system helps volunteer coordinators be more efficient, to be able to really engage people and to retain people over time we need to go beyond systems. Engagement is key to achieving positive outcomes for organisations. Creating positive experiences for volunteers and engaging them in the outcomes will have a ripple effect on creating positive experiences for clients or attendees.

Volunteer management is more than allocating bodies to positions and the aspect of managing people, having conversations, ensuring well-being and satisfaction cannot be replaced by even the greatest systems.

Your engagement determines your culture, it is how you interact with staff, volunteers and people in general. Your culture will determine if your organisation can reach a competitive advantage. Anyone can replicate products and services. Anyone can get a volunteer management system but it’s what you do with it that will make all the difference. Nobody can replicate your unique culture.

So yes, systems are great in making our life easier and saving time on manual tasks but considering people and engagement will set you apart.

Why It Matters that Event Volunteers are Not Outsourced

outsourcing volunteers

When event organisers first approach us, we often hear the following “Can you please provide us with 50 volunteers?” It always makes me cringe. Nobody can be providing people to anyone, let alone volunteers. I think it’s interesting that especially short-term staff and volunteers are often thought of as a commodity.

To clarify, we don’t trade volunteers. We provide a management service that helps event organisers to leverage their volunteer program to achieve positive event outcomes. People volunteer for an organisation because they support the cause or align with their values. How can you outsource your volunteers and expect them to represent your organisation?

From our experience managers who understand the value their volunteers bring to their event and organisations often fear working with an outside management service. It is those organisations that by adopting a more effective volunteer management are able to achieve more positive outcomes.

Why outsourcing your people may hurt your event

Nonetheless there is an interesting trend happening. More and more event organisations are looking for a “done for you” service and do not want anything to do with it.

The underlying problems for this trend are:

  • High turnover of short-term staff
  • High no-show rates of volunteers
  • Volunteers often don’t know what they are doing
  • Volunteers often don’t represent the organisation

As organisations struggle with this, the blame often falls to the staff and volunteers and the solution is sought in outsourcing this ‘hassle’ altogether.

This is a short-term fix as it ensures that there are sufficient people at the event to provide the required services. However, from my experience, organisations don’t do themselves a favour by bandaging the problem and outsourcing this important responsibility.

The outcomes can be quite negative. Negative customer feedback can damage the brand and lead to a decrease in fundraising or ticket sales, and difficulties to attract sponsors, staff and volunteers.

Due to the short-term or as I call it ‘cyclic’ thinking, this often becomes the norm of how things are managed each year. As a result organisations cannot see the opportunities available by putting more focus on their people to achieve different and better outcomes.

Re-thinking what to outsource

On the other hand there are hundreds of studies showing a direct relation between staff engagement and productivity. People who are more engaged and looked after in their workplace get more done, stay longer and identify with their organisation. As far as I am aware there are no studies about volunteer engagement being linked to customer service yet, however considering we are working with people, we can assume the same is true for volunteers. If you take away remuneration as an incentive, engagement is even more important for volunteers.

So what does that mean for the future of event organisations?

Well, outsourcing sure has its place but maybe we need to re-think what exactly is being outsourced. Is it the recruitment, the administration, the management or the people?

I believe we can outsource systems, processes and procedures such as recruitment; administration and the entire management but outsourcing the people can do some real damage to your organisation and brand.

This is going to become a lot more relevant as competition for sponsors, funding and customers grows. Often your volunteers are your biggest assets to create the customer experience. It makes sense that you want to ensure they are managed and looked after well. Investing in good management is essential to achieve positive outcomes.

Volunteers also need to identify with your organisation and this can only be achieved by engaging them in your organisation. It seems illogical to give this part away – the part of aligning people with your vision, goals and values. It is the part that makes your organisation unique and standout and will be the determining part in keeping your event organisation sustainable.

If you want to focus on effective volunteer management and need some help, book in for a FREE Volunteer Management Chat with me.