Does your industry need an effective trade association?

Do you need to build collegiality and professionalism, or address external threats including those stemming from government action or public opinion? Do you need help in planning for such an association, organizing it, and managing it? We can help.

Association Services


Planning Services

Getting started or moving in the right direction requires a plan. We can assess and help develop an association’s core mission, and conduct SWOT analysis to determine how best to further that mission in light of the present conditions. We will assist in identifying key external relationships that might benefit from an association’s formation or development, such as key vendors and other associations that may have complimentary missions and membership. Our strategic plan will incorporate these findings and others and propose a course of action that considers these and other factors or conditions.


Member & third-party communications

Communication is key to the success of an association. This service is tailored to provide members information and news they might not otherwise get and remind members of the organization’s programs and upcoming meetings. Member surveying may be included. It also ensures timely responses to third party inquiries, triaging requests to responsible volunteers, assisting volunteers with the development of appropriate follow-up, and monitoring disposition of such requests.


Financial & member development

Membership growth and financial transactions should be well managed. Responsibly managing and reporting financial transactions is critical to maintaining association tax status. We can help assist with the preparation of filings, the drafting and distribution of member solicitation materials, invoicing, and coordinating direct and indirect follow-up activity. We can also manage accounts, process invoices, and produce financial reports on behalf of responsible officers. We can also develop and manage membership contests and campaign activities.


Strategic partnering


Identifying organizations with complimentary missions is important. We can identify organizations with complimentary missions and facilitate mutually beneficial relationships that can be leveraged for marketing, revenue diversification, or enhanced service delivery.


Volunteer & Project Coordination

Active organizations encourage and manage volunteer involvement. We can help identify specific opportunities for volunteer collaboration and perform project management duties to ensure that projects and programs realize envisioned results within expected time frames and that volunteer efforts are well utilized, recognized, and celebrated.

 


Other services

  • Board development
    Services include analysis of board composition and director expectations and contributions, the development of director position descriptions, and facilitation of board reorganization to best address the organization’s present and future needs.
  • Corporate acculturation (following or in anticipation of change of ownership)
    Services include process and procedure mapping and analysis, staff assessment services, team reformulation, management and key staff coaching, provision of interim organizational oversight, and internal and client/vendor communication services.
 

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