Total Quality Marketing: Launch Fast and Learn Fast for Membership Growth

Edwards Deming is recognized as the father of Total Quality Management (TQM) owing to his significant influence on quality manufacturing and management practices. Deming's principles focused on continuous improvement, which he defined as Plan, Do, Study, and Act (PDSA).

The concept of PDSA also has the powerful potential to influence marketing. Many organizations face two challenges when marketing their membership or products and services. The first challenge is getting started. As I have met with associations struggling with their marketing, I have found that, in some cases, they lack a plan or a clear strategy. The second significant impediment is that they spend so much time planning and attempting to build consensus or create a perfect plan that it delays or prevents marketing from happening. I refer to the last issue as the paralysis of analysis.

I remember chatting with a friend at an association event whose organization struggles with perfection. She served as marketing director at a trade association and shared her frustration with getting approval for a membership recruitment program. After several plans were turned down, she proposed buying pizza for her colleagues and having them call prospective members. However, the CEO shut down even this effort because he worried a staff member might not say the right thing to a prospect.

Adopting a PDSA framework for marketing can provide a solution to avoid some of these pitfalls. Much like its application in process improvement, this structured approach to planning, testing, and refining efforts encourages action while lowering risk through incremental phases and learning.

Here is how a PDSA approach can effectively be implemented in an association marketing context.

The Plan Phase

The "Plan" stage involves creating a concise yet well-defined marketing plan to expedite program deployment. Some organizations limit their plan to one or two pages. This format is especially appropriate because it allows the organization to be agile and rapidly adjust based on the results. The plan should answer the following questions.

•            WHO is the target market?

•            WHAT is the membership offer?

•            HOW will membership be promoted?

•            WHAT is the message?

•            WHY does the plan make economic sense?

The Do Phase

After completing the Plan phase, it's time to "Do" – to deploy the marketing effort. The Do stage represents a testing phase that gathers feedback from the marketplace using a limited budget. A/B testing of offers, messages, and channels will enhance the learning outcomes from this step. The promotions are targeted at a subset of potential prospects in the association's database who have an existing or previous relationship with the organization. Because of this relationship, the association can utilize most marketing channels—email, direct mail, digital ads, and telemarketing—for these initial tests.

The Study Phase

With the next step of "Study," each executed action is evaluated to see what worked and what did not perform well. The Study phase allows you to optimize the plan and strategies for the future. At this stage, some critical questions are:

•            WHAT was the Cost Per Acquisition (CPA)?

•            WHICH prospect segments performed best?

•            HOW did messages resonate with the audience?

•            HOW MUCH is the Lifetime Value of respondents?

The Act Phase

Finally, in the "Act" phase, the plan is updated and adapted based on the findings from the Study phase and then redeployed. Since the initial testing mitigated some marketing risks, this step will likely enable a larger budget and a broader audience reach. However, PDSA does not end at the Act stage. Instead, it supports a continuous loop of testing, evaluation, and execution. Marketing is an iterative process, and an embedded PDSA structure forces this orientation.

Why should an association adopt a PDSA model? Utilizing the PDSA methodology enables organizations to achieve maximum learning with minimal effort and expense, reducing time to market while gathering feedback quickly. It helps alleviate the fear of failure and turns the focus to learning. By embedding PDSA into your marketing, you can overcome hesitation, launch more innovative campaigns, and continually refine your approach.