Membership management for your organization – Page 2

Practical articles on membership management for the everyday work of your organization.

122 articles · 8 topics · For your everyday work

Member Retention Rate: How to Calculate and Report It

Learn how to calculate member retention rate, churn, renewal rate and cohort retention, with worked examples, benchmarks and a one-page board report.

Membership management15 min

Member Journey Map: How to Build One, With Sample Templates

Build a member journey map: the seven stages, personas, touchpoints and pain points, two sample maps and 15 ways to improve member experience at each stage.

Membership management17 min

How to Start a Nonprofit: Step-by-Step Guide and Checklist

Learn how to start a nonprofit: incorporate, get an EIN, choose Form 1023 or 1023-EZ, handle state registration and stay compliant. Checklist and Texas example.

Membership management16 min

Member Appreciation Ideas: 24 Ways to Thank Members by Budget

24 member appreciation ideas sorted by budget and occasion, with a yearly plan, thank-you note and anniversary templates, and ways to measure what works.

Membership management13 min

Member Onboarding Process: Steps and Checklist

Build a member onboarding process your club can sustain: a copyable checklist for application approval, day one, week one and the first 30 days.

Membership management5 min

Membership Application Form Template: What to Include

Copy a membership application form template, choose the fields you need, set up an approval and dues workflow, and test the form before accepting applicants.