I had a wonderful second week of June doing my annual Le Tour de Dudes bike tour with two friends and a truck. Within four days we biked over 350 miles on the western slope. The crescent-shaped route begins in Grand Junction then travels towards Naturita (I challenge you to find that on the map; I’ll let you cheat if you read the whole article!) then on to Montrose, followed by Crested Butte and ending in Glenwood Springs.
The bike trip allowed me to work out of my mind, clear my head and return with renewed energy, which I’ve used to tackle a subject I’ve been thinking about for quite a while. Namely, what more can we do to better engage with our clients to build their confidence and trust? Laura and I, with input from the rest of our team, decided to host a special MIP Virtual Forum meeting and try to get some feedback and ideas on the topic. We developed some polling questions to collect responses from the participants and guide the discussion. Well, the first BIG feedback was that only six people showed up when normally its 15 – 25, which was both humbling and informative. It was a reminder that we may take ourselves too seriously and that nonprofit finance people are very busy folks.
However, the intrepid few who participated gave us some valuable direct feedback. These are some of the ideas they liked.
Enhancing the MIP Virtual Forum Experience
- Free MIP and related training
- Complimentary software product demonstrations (e.g., DrillPoint and Microix Workflow)
- Module of the month tips and tricks
- Earn points through virtual forum participation to win a free trip to AUDC 2016 (Abila Users and Developers Conference next spring in Nashville)
- More initiative by participants in sharing information about MIP-related successes and issues
Ideas and Initiatives Beyond the Forum
- An annual free MIP basic training day
- An annual client on-site networking event
- An annual MIP advanced training day for a fee
- Access to on-demand MIP video training
- Receive a free checkup on use of the software and related processes
We take these ideas and suggestions seriously and positively. In the few short weeks ahead we will take this information, refine it and extend the survey of our entire client-base that hopefully will provide confirmation and bring in some additional ideas. Some lucky participant will win a raffle prize. But in the meantime if this triggers any thoughts or ideas, please contact me or Laura directly.
Oh, Naturita is located on highway 141 along the San Miguel River near the Uncompahgre National Forest in a very rural and isolated part of Montrose County. It’s the type of place that you go to the local convenience store, lay a buck down for a cup of coffee and get 35 cents change.
Lee Bengston, CPA