Documenting Membership Processes and Procedures Challenge
A 10-Day Online Challenge for Membership Professionals to Document Processes
May 7th through 18th 2018
Leaders:
Dan Ratner, Membership Strategist, The Next Steps, LLC
Nicole Ratner CAE, CMP, Owner, The Next Steps, LLC
Lisa Shaugnessy, Founder & Principal Consultant, inkerB Consulting, LLC
Lisa Shaughnessy is the founder and principal consultant at inkerB Consulting LLC. Lisa has over 25 years of experience in business process strategy, project management, and strategic customer relationships. Through her speaking engagements and workshops, she helps small businesses create processes and workflows to automate and streamline the pieces of their business that are standing in the way of their profit margins. Her clients successfully get activities out of their heads and off to-do lists, so they make fewer mistakes while opening more time for clients, timely deliverables, and better life balance. She recently started a membership site to help Network Marketing Consultants and has been having fun creating new processes for this addition to her business.
Photo courtesy of Mallorie Gayle Photography.
Description
Every day, every month, and every year associations bring in new members, renew members, and lose members. The cycle is constant and uninterrupted yet staff and personnel managing membership programs come and go all the time. The processes and procedures to manage membership programs are highly dependent on membership professionals to coordinate and monitor their performance. If your membership staff had to take a long period of leave or left your business, could someone come in and continue that work without missing a step? Documenting the processes and procedures in an intentional and practical way is crucial to ensuring your membership program performs effectively and efficiently throughout the year.
- Prevent costly mistakes
- Allow to easily hand off tasks to others
- Boost business confidence
- Open up time for other priorities
- Help you make improvements and streamline the business activity
Who Should Attend
- Membership professionals (those responsible for bringing in new members and keeping the ones you have. i.e., membership directors, membership managers, membership coordinators, and membership assistants.)
- Leaders of small staff associations
- Data entry and data processing personnel
- Membership engagement and retention professionals
Takeaways
- Worksheets and handouts
This Meminar™ Challenge is offered free of charge and will be conducted in a private Facebook group. Participants must register using the form below to participate.
Upcoming Meminars™
April 30, 2018 – The Roadmap to Renewal: A proven system of preventing membership attrition, assuring membership retention, and winning back lapsed members.
June 25, 2018 – Optimizing the Renewal System: Tracking and Tuning Up Your Membership Renewal Efforts
July 30, 2018 – Onboarding, 270 Days to Value: Structuring Your Membership Experience to Accentuate the Value Proposition.
Join the Challenge
Join us for this 10-Day Challenge on Documenting Membership Processes and Procedures.
It's FREE!!