Kelly Hall, Faculty – U.S. Chamber IOM | CEO, Clayton Rose Group Kelly Hall, Faculty – U.S. Chamber IOM | CEO, Clayton Rose Group

Innovate or Die: Why Organizational Health Depends on Creativity

In today’s rapidly changing world, staying relevant isn’t a luxury—it’s a necessity. For organizations, this means embracing one clear principle: Innovate or die. It may sound dramatic, but it’s a truth that every business, nonprofit, and association must confront. Innovation and creativity aren’t just buzzwords—they’re the cornerstones of long-term success and organizational health.

A Culture Built for Innovation

A healthy, innovative organization does more than just brainstorm ideas—it creates an environment where those ideas can thrive. It balances infrastructure, methodology, and work practices with a people-first culture. Here’s what that looks like:

  • Trust is vulnerable and real—leaders and team members can challenge each other without fear.

  • Conflict is used, not feared—constructive tension is welcomed because it leads to better decisions.

  • Accountability is actionable—everyone knows who is responsible for what, and they deliver.

  • Results are the focus—not activity or tradition, but outcomes that make an impact.

To create this kind of environment, organizations must honor talent over tenure, provide time for creative thinking, and be willing to tolerate the occasional failure in pursuit of something greater.

The Power of Strategic Innovation

Strategic innovation starts with understanding your audience. Are you using data and research to identify your members’ or customers’ evolving needs? Are you clear on the cost, return, and market potential of your ideas?

Innovation isn’t just about launching the next big thing. It’s also about:

  • Revitalizing existing programs or services that have lost momentum.

  • Improving internal operations for better efficiency and outcomes.

  • Using insights from members to shape decisions, not just justify them.

Conducting a periodic audit of products, services, and programs helps ensure your organization isn’t stuck in autopilot. Ask the hard questions: Does this still serve its purpose? Are we reaching the right audience? What do the numbers say?

Six Questions Every Innovative Organization Must Ask

At the heart of innovation is clarity. Patrick Lencioni’s six critical questions offer a framework every organization should revisit regularly:

  1. Why do we exist?

  2. How do we behave?

  3. What do we do?

  4. How will we succeed?

  5. What is most important right now?

  6. Who must do what?

When these answers are known by everyone—leaders, staff, and stakeholders—your team moves from chaos to clarity, from survival to success.

Build for Innovation—Don’t Wait for It

Innovation doesn’t just happen. It must be designed into your organization’s structure and supported through your systems. Here are a few practical ways to foster a creative culture:

  • Celebrate risk-takers and don’t penalize well-intentioned failures.

  • Reward new ideas and recognize those who contribute creative solutions.

  • Create space for brainstorming in regular team meetings.

  • Welcome diverse perspectives—especially from your “devil’s advocates.”

  • Invest in staff development to grow innovation capacity.

Meetings, often dreaded in traditional organizations, can become powerful tools for innovation when structured effectively. Use tactical, strategic, and topical meetings to focus conversations and move ideas forward.

Revitalize to Stay Relevant

At some point, even your best product or program will need a refresh. A smart rollout includes thoughtful planning—design, logistics, pilot testing, and integration into existing offerings. Don’t forget to set metrics from the beginning so you can benchmark success and adjust where needed.

Whether you’re revamping a stale program, launching a new initiative, or rethinking your business model altogether, innovation starts with asking: What needs to change to create greater value?

 

Final Thoughts: Will You Survive or Thrive?

Innovation is not a one-time event; it’s a habit, a mindset, and a strategy. It’s about doing more than what’s required. It’s about imagining what’s possible. If your organization is stuck in maintenance mode, it’s time to get uncomfortable, take creative risks, and build a future-ready culture.

Because in the end, you either innovate—or die.

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Kelly Hall, Faculty – U.S. Chamber IOM | CEO, Clayton Rose Group Kelly Hall, Faculty – U.S. Chamber IOM | CEO, Clayton Rose Group

Framing the Future: Strategic Planning That Inspires Action

In today’s ever-evolving world, strategic planning is no longer just a formality—it’s a leadership imperative. For those of us in chamber leadership, nonprofit management, or organizational consulting, it’s not enough to “have a plan.” We must frame the future with clarity, energy, and intention.

At Clayton Rose Solutions, we believe strong leaders don’t just manage—they inspire. That inspiration begins with vision and is sustained by action. Drawing from my experience at the Longview Chamber and years of coaching leaders across the country, here’s how we help organizations move from planning to momentum-building transformation.

 

Vision First, Then Strategy

Strategic planning doesn’t begin with a spreadsheet—it starts with your why. During recent facilitation work, we challenged leaders to revisit their mission: Have we lost our missional way? Can we clearly articulate what we’re working toward?

When vision becomes foggy, teams drift. But when leaders clarify and advance a compelling vision, they ignite movement. It’s not about copying someone else’s goals—it’s about owning yours. After all, if you copy someone else’s vision, who will accomplish yours?

 

The Four Imperatives for Framing the Future

We use a practical yet energizing model to guide strategic alignment. These four imperatives drive clarity and courage:

  1. Frame it First
    Know where you’re going before you build the roadmap. Define your mandate, outline key milestones, and clarify what success looks like.

  2. Listen Until You Glisten
    Strategic planning starts with listening—deeply. We help clients gather stakeholder insights, member feedback, and team observations to uncover what truly matters.

  3. Team the Horses
    The best strategies are team-driven. Align your staff, board, and partners so that execution becomes a shared mission, not a siloed task.

  4. Work Outside-In
    Don’t plan in a vacuum. Great plans are rooted in real-world challenges and local opportunities. What does your community need that only you can deliver?

 

Translating Strategy Into Action

Too many plans gather dust. At Clayton Rose Solutions, we believe a plan only matters if it’s activated.

We help clients build:

  • Tactical business plans with clear timelines and responsibilities

  • Systems for tracking progress and adjusting with agility

  • Communication tools that keep stakeholders engaged and excited

A plan should never be a one-and-done document. It’s a living, breathing framework that informs decisions, energizes people, and accelerates outcomes.

 

Strategic Culture = Sustainable Change

The best plans don’t live in binders—they live in your culture. We work with leaders to create a strategic rhythm where planning becomes second nature.

That includes:

  • Intentional communication of priorities

  • A compelling environment that fosters buy-in

  • A repeatable process others can own and scale

Strategic planning isn’t just a leadership skill—it’s a leadership culture.

 

Final Thoughts: Be the Leader Who Frames the Future

Whether you’re leading a Chamber, a nonprofit, or a growing business, strategic planning is no longer optional. It’s how you build influence, drive results, and multiply your impact.

The question isn’t “Do you have a plan?”
The real question is: Are you ready to lead the plan you create?

Let’s frame the future—together.

Interested in bringing strategic clarity to your organization? Let’s talk. Whether you need a retreat facilitator, a strategic coach, or a custom planning session, Clayton Rose Solutions is here to help you move from where you are to where you know you can be.

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Kelly Hall, Faculty – U.S. Chamber IOM | CEO, Clayton Rose Group Kelly Hall, Faculty – U.S. Chamber IOM | CEO, Clayton Rose Group

Collaborative Leadership: Building Healthy Teams and Clear Organizations

In today’s dynamic business environment, organizations must go beyond traditional management practices and adopt a more collaborative approach to leadership. Collaborative leadership isn't just a buzzword—it’s a strategic method to unlock your organization’s potential by fostering trust, driving clarity, and creating a culture of accountability.

If you're asking yourself, “Am I prepared to lead a cohesive organization?”—you're already on the right track. True leadership begins by understanding how to unify a team around shared values, clear direction, and mutual respect.

Discipline One: Building and Maintaining a Cohesive Leadership Team

The foundation of any successful organization starts with its leadership team. Trust isn’t optional—it’s essential. A high-functioning leadership team must:

  • Understand each other’s strengths and weaknesses

  • Engage in healthy conflict (focused on issues, not personalities)

  • Commit to shared decisions

  • Hold each other accountable

A healthy team has high energy, clarity in purpose, and a willingness to confront difficult topics. Leaders should leverage tools such as Myers-Briggs, DISC, or True Colors to better understand team dynamics and communication styles.

Discipline Two: Creating Organizational Clarity

If your team cannot clearly articulate why your organization exists, what makes it unique, or how success is measured—then you're missing a critical piece of the puzzle.

Organizational clarity answers seven key questions:

  1. Why do we exist? (Mission)

  2. What behaviors are fundamental? (Values)

  3. What do we do? (Core Business)

  4. Who are our competitors?

  5. What makes us different?

  6. How will we succeed? (Strategy)

  7. Who is responsible for what?

When every team member understands how their role connects to the organization’s vision and goals, alignment and performance soar. Clarity drives commitment.

Discipline Three: Over-Communicate Clarity

Once you’ve defined your purpose and priorities, repeat them often. In fact, over-communicate them.

Great leaders use:

  • Repetition

  • Simplicity

  • Multiple mediums (emails, meetings, visuals)

  • Cascading communication that ensures everyone—from leadership to frontline staff—hears the same message

Remember: people don’t believe what they hear once—they believe what they hear consistently.

Discipline Four: Reinforce Clarity Through Human Systems

Culture is reinforced—or undermined—by the systems you put in place. If you want to build a healthy, high-performing organization, your hiring practices, performance reviews, recognition systems, and even dismissals must reflect your core values.

Ask yourself:

  • Are we hiring people who align with our values?

  • Do we reward behaviors that support our mission?

  • Are we clear about what success looks like?

Consistency in your human systems builds trust and protects organizational health long-term.

 

Final Thought: Are You Preparing Yourself to Lead?

Collaborative leadership is not a one-time initiative. It requires ongoing self-assessment and a commitment to grow. As you lead your team, reflect on these disciplines and evaluate where you can improve.

Recommended reads like Built to Last by Jim Collins or The Five Temptations of a CEO by Patrick Lencioni offer powerful insights for leaders ready to take the next step.

The future belongs to organizations that lead with clarity, trust, and collaboration. Are you ready to build yours?

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Kelly Hall, Faculty – U.S. Chamber IOM | CEO, Clayton Rose Group Kelly Hall, Faculty – U.S. Chamber IOM | CEO, Clayton Rose Group

Membership Reset: Time to Reimagine the Value

Membership as we knew it isn’t dead — but it’s definitely been disrupted. In conversations from coast to coast, it’s clear: the traditional dues-for-benefits model is being replaced by something deeper — connection, purpose, and personalization.

At Clayton Rose Group and in my faculty role with the U.S. Chamber’s Institute for Organization Management, I’ve worked with associations who are asking all the right questions: Who do we serve? What do they really value? And how do we deliver on the promise of membership?

Membership Can’t Be ‘Just a Thing We Have’

Too many organizations treat membership like a legacy artifact — something we’ve always done. But your model must evolve with the times. Dues revenue has dropped significantly since the 1950s, yet membership remains your primary connection to your community. Without clarity and focus, you risk becoming irrelevant to the next generation of members.

Get Laser-Focused on the Problem You Solve

Members don’t want a menu — they want a solution. The most effective associations define the ONE problem they solve and align all communications, onboarding, and benefits around that. Are you helping members grow their business? Elevate their profession? Save time or money? Say it clearly — and say it often.

Create Membership Models that Fit Real Lives

People want options — and they want meaning. That’s why tiered, value-based, and digital-first models are growing fast. Whether it’s ‘pay-what-you-can,’ a premium networking tier, or a virtual access level, give members choices that reflect how they engage with the world today.

Deliver on Tangible and Intangible Benefits

Content, resources, discounts — they matter. But so do connection, community, and the chance to be part of something bigger. Organizations that highlight the emotional return — pride, purpose, belonging — are outperforming those that don’t. Members stay when they feel seen, heard, and valued.

Use Data to Drive Retention and Renewal

Track engagement like a business tracks customer loyalty. Measure lifetime member value, monthly active users, and participation in your digital and in-person experiences. Membership isn’t static — it’s a relationship. Invest accordingly.

Final Thought: Membership Is a Business Model

If you want membership to thrive, treat it like its own line of business — with strategy, structure, metrics, and innovation. When done right, membership doesn’t just generate revenue. It drives your mission forward and builds a loyal, activated community ready to champion your cause.

Need Help Resetting Your Membership Strategy?

At Clayton Rose Group, I work with associations ready to evolve their membership models to meet the moment. Let’s build a model that aligns with your mission, delights your members, and drives sustainable growth.

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Kelly Hall, Faculty – U.S. Chamber IOM | CEO, Clayton Rose Group Kelly Hall, Faculty – U.S. Chamber IOM | CEO, Clayton Rose Group

Revving Up Your Revenue Stream: Nonprofit Strategies That Work

Let’s face it — the nonprofit sector is shifting. Traditional funding streams are drying up, competition is increasing, and the pressure to deliver measurable impact is real.

So how do you not just survive — but thrive? Whether you're running a chamber, a church, or a community-focused nonprofit, it's time to rethink your revenue model. Here’s what I’ve been sharing with leaders across the country and in classrooms at the U.S. Chamber’s Institute for Organization Management.

Diversify or Risk It All

Too many organizations still rely on one or two streams of revenue. That’s a risky game. The most sustainable nonprofits are exploring:

  • Sponsorships and corporate partnerships
  • Earned income models (think training, consulting, or merchandise)
  • Digital fundraising platforms
  • Planned giving
  • Social enterprises

Data Drives Dollars

Data isn’t just for big corporations. Smart nonprofits use CRM systems, donor databases, and analytics to make informed decisions and personalize communication.

Want to keep donors around? Track their behavior. Understand their giving trends. Speak to their interests — and show them their impact.

Donor and Sponsor Relationships Are Your Lifeline

The second time someone gives? That’s not impulse. That’s belief. Invest in donor retention. Use thank-you notes, donor perks, and authentic storytelling to build trust.

For corporate sponsors, move beyond banners and logos. Offer them real ROI — through engagement, lead generation, or alignment with your values.

Innovation Doesn’t Have to Be Complicated

One nonprofit I worked with launched a consulting wing using existing staff expertise. Another licensed its custom software. A third started renting space to local groups. Innovation isn’t always flashy. Sometimes it’s just being strategic with what you already have.

The Takeaway

Nonprofit sustainability isn’t about chasing every dollar — it’s about building the right mix of revenue, relationships, and relevance. So pause. Audit your assets. Get creative. And rev up the engine — your mission deserves fuel that lasts.

Ready to Rethink Your Revenue?

At Clayton Rose Group, I work with nonprofits ready to build resilient, multi-stream revenue strategies that align with their mission and engage their community. Let’s connect.

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Kelly Hall, Faculty – U.S. Chamber IOM | CEO, Clayton Rose Group Kelly Hall, Faculty – U.S. Chamber IOM | CEO, Clayton Rose Group

Strategic Planning Isn’t a Document —It’s a Discipline

Let’s be honest: most strategic plans end up in a binder on a shelf. The real question is — are you using your plan to make decisions, drive culture, and create momentum?

Whether I’m working with a chamber in Cheyenne, WY, county leaders in Newsome, GA, or an emerging nonprofit like the Arboretum in Longview, TX, the pattern is always the same: they want focus, alignment, and a game plan that sticks.

Step One: Know Your Why

Every strategic planning session I lead starts with this Peter Drucker-inspired question: “What is your mission?”

Your mission should be the measuring stick. Does it help us say yes to the right things — and no to distractions? In Longview, when the Arboretum clarified their purpose as a place of renewal, education, and natural connection, everything else fell into place. Fundraising, programming, volunteer engagement — all began to align.

Step Two: Build a Plan That’s Actually Usable

In Cheyenne, we moved from a wordy 27-page document to a 1-page strategy map. Because here’s the truth: if your team can’t recite the plan or use it to prioritize their day, it’s too complicated.

Your plan should answer three things:

  • Where are we going?
  • What matters most right now?
  • How will we know we’re winning?

We used tools like SWOT + SMART goals plus a healthy dose of Jack Welch’s no-fluff accountability mindset. The result? A strategy that lives in meetings — not in a binder.

Step Three: Culture Eats Strategy for Breakfast

Strategy without culture is just a wish list. In Newsome County, leadership learned that without building buy-in and clarity at every level, even the best ideas go nowhere.

We tapped into Mark Miller’s servant leadership model to guide internal engagement. When teams felt heard and empowered, the energy shifted. Implementation wasn’t a burden — it became a mission.

Final Word: Planning Is the Beginning, Not the End

The most successful organizations I’ve worked with revisit their plans quarterly, measure what matters, and create space to ask: “What’s next?”

Strategic planning isn’t about the document. It’s about the discipline to think deeply, align intentionally, and act boldly. And that starts with leadership willing to pause, reflect, and reset.

Ready to Build a Strategic Plan That Works?

At Clayton Rose Group, I work with associations, nonprofits, and community leaders who are ready to transform their strategy from paper to performance. Whether you need a 1-day session or a full strategy roadmap, let’s make it real — and make it matter.

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Kelly Hall, Faculty – U.S. Chamber IOM | CEO, Clayton Rose Group Kelly Hall, Faculty – U.S. Chamber IOM | CEO, Clayton Rose Group

Unlocking the Power of Sponsorships: 3 Keys to Transforming Your Revenue Strategy

1. Start With Discovery, Not a Deck

The best sponsorships begin with questions, not packages. Sponsors want to talk about:

  • Their business goals
  • Their ideal customer
  • What they’re already doing that’s working — or not

Before you offer a proposal, schedule a discovery meeting and ask:

  • “What are your priorities over the next 6–12 months?”
  • “How do you move people through your sales funnel?”
  • “What does success look like to you?”

When you lead with curiosity, you build trust. And when sponsors feel heard, they stay.

2. Align Your Assets with Their Objectives

Sponsors are increasingly ROI-driven. That means it’s not enough to offer logo placement and banner ads — those are low-value awareness assets. Instead, focus on high-value and premium assets, such as:

  • Speaking opportunities
  • Lead generation
  • Sampling or product activation
  • Data access or custom experiences

Every asset you offer should answer the question: How does this help the sponsor achieve their goal?

3. Deliver — Then Report, Refine, and Renew

Fulfillment reports aren’t fluff. They’re your proof of performance and your best renewal tool.

What should you include?

  • Photos, impressions, and analytics
  • Social media snapshots
  • Audience engagement highlights
  • A handwritten thank-you note (yes, really)

And don’t wait until next year to connect. Create regular touchpoints throughout the year. Sponsorship is a relationship — not a one-and-done deal.

Final Word

Whether you’re running a chamber, a nonprofit, or a regional coalition, the path to sustainable revenue starts with smarter sponsorships. Not just sales — solutions.

Let’s shift the conversation from “What do we have to sell?” to “How can we help you grow?”

Ready to transform your sponsorship strategy?

Let’s talk. I work with associations and organizations ready to rethink sponsorships and build smarter, more sustainable partnerships.

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