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Practical ideas for managing your organization – Page 4

Practical articles on managing members, planning events, and keeping everyday work organized.

122 articles · 8 topics · For your everyday work

All articles

Membership management18 min

Membership Survey Questions: 45 Questions to Ask Your Members

45 membership survey questions by purpose, a 15-question template, NPS and CSAT explained, ways to raise response rates and how to act on member feedback.

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Membership management15 min

Member Retention Strategies: 15 Ways to Keep Members Renewing

Why members don't renew and 15 member retention strategies by stage, plus early-warning signals and a 12-month plan for associations, clubs and nonprofits.

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Fundraising & donors14 min

Google Ad Grants: Eligibility, Setup and Rules for US Nonprofits

Google Ad Grants offers up to $10,000 a month in search ads. See US eligibility, website policy, setup steps, the 5% CTR and conversion rules, and keywords.

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Governance & leadership14 min

Board Succession Planning: How to Build a Plan That Works

Create a board succession plan: map terms, build a leadership pipeline, prepare officer handoffs and emergency vacancies, and follow a month-by-month timeline.

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Fundraising & donors15 min

Lapsed Donors: How to Find, Segment and Win Them Back

Win back lapsed donors: define LYBUNT and SYBUNT, clean and segment your list, run a win-back sequence with five templates and measure reactivation results.

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Fundraising & donors17 min

Monthly Giving Program: How to Start, Name and Grow Recurring Gifts

Start a monthly giving program that lasts: program design, names, ask amounts, upgrades, failed payment recovery, reporting and IRS rules for recurring gifts.

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Fundraising & donors12 min

Donor Lifetime Value: How to Calculate and Increase It

Calculate donor lifetime value with a worked example in dollars: average gift, frequency, retention, cohort method, segment comparisons and ways to raise it.

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Events13 min

Event ROI: How to Calculate It and Which Event KPIs to Track

Calculate event ROI with a worked example, choose event KPIs by goal, collect the data with a small team and report results your board can act on.

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Events13 min

Post-Event Engagement: A 30-Day Follow-Up Plan for Attendees

Keep attendees engaged after your event with a 30-day follow-up plan: thank-you emails, recordings, survey links, community groups and a path to membership.

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Marketing & outreach17 min

Association Marketing Plan: Steps, Budget, Calendar and Template

Build an association marketing plan step by step: situation analysis, goals, audiences, digital channels, a sample USD budget, a 12-month calendar and metrics.

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Fundraising & donors14 min

Capital Campaign Guide: Feasibility, Phases and Gift Range Charts

Plan a capital campaign step by step: readiness, feasibility study, quiet and public phases, a gift range chart in dollars, case for support, pledges, budget.

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Events15 min

Event Promo Codes: Types, Rules and Tracking for Member Events

How to use event promo codes for early bird, member, group and partner offers: set limits and expiry dates, budget discounts, track results and stop leaks.

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Events14 min

How to Host a Virtual Conference (Plus a Hybrid Checklist)

Plan a virtual conference that works: choose the format, schedule across time zones, compare platforms, engage attendees, add captions and run a hybrid event.

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Membership management12 min

Association Management Companies: What AMCs Do and How to Choose

What an association management company does, engagement and fee models, pros and cons, how to run an RFP, contract terms to negotiate and a transition plan.

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Software & tools13 min

Online Member Directory: How to Build One Members Actually Use

Build an online member directory: choose fields and filters, handle privacy and opt-in, start with a spreadsheet template and keep listings current over time.

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Governance & leadership13 min

How to Write an Association Mission Statement (+ Examples)

Write an association mission statement members remember: mission vs. vision vs. values, a six-step workshop, examples by organization type and a template.

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Membership management13 min

Trade Association Management: A Practical Guide for 501(c)(6)s

Run a trade association well: company members, 501(c)(6) rules, lobbying and dues notices, antitrust safeguards, staffing models, programs and revenue mix.

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Membership management15 min

Membership Agreement Template: What to Include and a Sample

Use this plain-English membership agreement template covering dues, auto-renewal, refunds, conduct, waivers and data use, plus tips on acceptance and state law.

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Software & tools16 min

How to Build a Membership Website: Steps, Platforms and Checklist

Learn how to build a membership website: decide what to gate, map join and renewal flows, compare platform setups and launch with a tested checklist.

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Fundraising & donors16 min

Donor Stewardship: How to Build a Stewardship Program by Donor Tier

Build a donor stewardship program with donor tiers, a 12-month touchpoint calendar, clear roles for staff and board, a budget and metrics that show results.

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