10 Tips for Documenting Automated Campaigns

Higher Logic

That never rang any truer for me than when I needed to document a marketing campaign for the first time. He needed me to document what I had created in these campaigns. I learned the hard way that documentation is vital, and those devilish details are incredibly important. Why You Need Documentation for Campaigns. First, why is it important to document a campaign? 10 Elements to Include in Campaign Documentation. “The devil is in the details.”

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Documenting Process is Critical

Effective Database

And of course, it needs to be documented ! When it comes to managing data successfully, process is critical. For example, a client of mine recently discussed how important it is for them to capture notes across their organization. As different departments talk to members and customers, it’s critical for staff to capture these conversations in the database. But the reality is this: if the data is not entered consistently (i.e.,


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A Step-by-Step Approach to Amending and Restating Governing Documents (CA)

All the Blogs

The laws governing community associations have experienced so much change within the past three to four years alone that it may make your community’s governing documents unreliable, especially as they relate to homeowner rights and the functions of the board, officers, and management. It only makes sense to have governing documents that are updated and reflect modern law. It seems as though the laws change as frequently as the tides.

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The Documents to Include in an Association Board Manual


Strategic plan / any planning document (e.g., vision document). The post The Documents to Include in an Association Board Manual appeared first on GrowthZone. Any association worth its salt should provide their board of directors members with a detailed manual. Specifics are the key to efficiency; outlining them in a manual will reduce the potential for confrontations and misunderstanding. A robust association board book should include: Welcome letter.

Family Physicians Group Mails Vaccination Documents to Members

Associations Now

” The post Family Physicians Group Mails Vaccination Documents to Members appeared first on Associations Now In a world flooded with apps and digital resources, the American Academy of Family Physicians mails easy-to-read patient vaccination schedules to members each year. With vaccinations top of mind as the CDC reported this week that the number of measles cases in the U.S.

Fast Free Document Sharing and Review

Wild Apricot

Do we really need another free online document-collaboration tool? Very possibly, yes — if it’s lightweight, easy for non-techies to use, designed specifically for reviewer annotation, and allows an unlimited number of users to give feedback on a document.( read more ).

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Bar Association Launches App To Help Keep Medical Documents Handy

Associations Now

The American Bar Association’s new mobile app puts a copy of a person’s advance directive, a legal document often needed in medical emergencies but not at hand in the moment, within arm’s reach. But the legal document, designed to let doctors and loved ones know of your treatment wishes in a medical emergency, often isn’t easily accessible. The post Bar Association Launches App To Help Keep Medical Documents Handy appeared first on Associations Now

Why Doesn’t Your Company Have a Social Media Voice Document?


A Social Media ‘Voice’ document. Or is it a tone document? For organization’s sake – let’s say that your Voice document should include Tone. What should be included in your company’s ‘Voice’ document? Always provide links to documentation, and include email for help. The purpose of this post was to give you an idea of how to structure a Voice document and to give you an idea of why one might be useful.

Florida Partners With Google Maps to Document Miles of Beaches

Associations Now

Four months, 2 million footsteps, and 825 miles later, a team from Florida’s tourism marketing corporation—Visit Florida— recently completed a joint project with Google Maps to document the states’ beaches. The post Florida Partners With Google Maps to Document Miles of Beaches appeared first on Associations Now It’s utilizing technology in a unique, innovate way that truly does add value to the potential visitors or meeting planners or location scouts.

Rentals required: New law restricts California HOAs’ ability to limit rentals


1 restricts homeowners associations’ ability to limit rentals and requires boards to remove certain provisions in their governing documents by the end of the year. A California law that went into effect Jan.

Federal Reserve Board’s Conference Spending Documentation Under Scrutiny

Associations Now

Lack of clarity and documentation is a common theme. “We found that divisions were unable to provide accurate and complete documentation to support the conference-related expenses reported to the OIG,” the report states [PDF]. “Additionally, we found that staff involved in planning conferences were unsure as to which division is responsible for retaining the supporting documentation.”

At home, at work: Regulating home businesses in community associations


Generally, community associations have the right to restrict home businesses through provisions in their governing documents designed to maintain the residential qualities of the community.

Legal Association’s New App Helps Document, Track Human Rights Abuses

Associations Now

The post Legal Association’s New App Helps Document, Track Human Rights Abuses appeared first on Associations Now eyeWitness to Atrocities, a new Android app released this week by the International Bar Association, hopes to add extra weight to the imagery of wartime atrocities in the courtroom by creating both a paper trail and a secure way to send the data to the association’s lawyers.

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Quick Tips to Refresh Your Volunteer Program Materials

Wild Apricot

documents touch-points Volunteers tobi-johnson tobiIn the nonprofit world, there are many people willing to work with your organization, but inspiring volunteers to become leaders from within is another task in itself.

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33 Free MS Office Templates for Non-Profits

Wild Apricot

You've heard about some time-saving free Google Docs templates that can save time for non-profits creating documents, spreadsheets and presentations – but did you know Microsoft.com has a bundle of free Office Suite templates that are designed especially for non-profits?

20 Great Google Docs Templates for Non-Profits

Wild Apricot

Browse the Template Gallery , or narrow your search by Documents, Spreadsheets, Presentations, Forms, and Drawings. Tags: Non-profit technology General non-profit interest nptech Volunteers Staffing Non-profit Communications office collaboration websites surveys event management project management spreadsheets Google Docs print productivity documents templates Creating a presentation for your board? Wading into the end-of-project paperwork?

Enhance your online education strategy in 90 days

Aaron Wolowiec

How have these documents elevated the quality and sophistication of your programs, built the reputation of your meetings department and/or improved your organization’s bottom line? Likewise, how did you convince your organization’s leadership (staff and board) to expend more resources/time on creating these documents? Webinar Poll Questions. It’s no surprise to discover that most associations are guided by a strategic plan carefully crafted by key leaders and stakeholders.

Thanks For Playing: New Year, New Goals

Thanks For Playing

After much consideration, Ive stolen an idea from a good friend who used this to document a year abroad: Taking (at least) one picture a day. Im documenting the whole thing on Tumblr. skip to main | skip to sidebar. Thanks For Playing. Seeking community in associations since 2008. 03 January 2012. New Year, New Goals. You know it - its time for the annual New Years Resolution. Missed the backstory on how this works? You can get it here.

To Amend, or Not to Amend….That is the Question (MI)

All the Blogs

With all of that information flying around, one question that has arisen is whether Condominium or Homeowners’ Associations should consider amending their governing documents to better address COVID-19 related issues in the event that this type of situation arises again in the future. Read the article……………………… Amending Documents Coronavirus (COVID-19) Michigan Articles

Thanks For Playing: Happy Birthday, America!

Thanks For Playing

Independence Day seems like a great time to refresh ones memory on our founding documents. skip to main | skip to sidebar. Thanks For Playing. Seeking community in associations since 2008. 04 July 2012. Happy Birthday, America! For your reading pleasure, the first ten amendments to the US Constitution, aka The Bill of Rights: Amendment I.

Wild Apricot Blog : Microsoft Office Live Workspace takes on Google Apps

Wild Apricot

User Groups: Why They Exist & How to Start Yours

Higher Logic

Don’t miss the 8-question framework to document your user group. The post User Groups: Why They Exist & How to Start Yours appeared first on Higher Logic. User groups can help you deliver a great customer experience.

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You Can Now Do These 5 Things With Member Profiles

Wild Apricot

For 5 ways you can use your member profiles to share documents, letters of recommendation and more, take a look at these ways to use attachments in member profiles


Wild Apricot Blog : Free PDF Tools for Mac

Wild Apricot

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Wild Apricot Blog : Affordable Online File Storage for Multiple Computers

Wild Apricot

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How I got 1,354 New Emails with 1 Checklist

Wild Apricot

Read the story of how I repurposed traffic to our website to gain email addresses using a simple gated offer document. email Marketing content resource checklist

Tips for Working from Home

Spark Consulting

Close up/turn off your computer, put away your documents, stop checking email and Slack, leave your workspace. I have to caveat this by saying I can’t help you with what do to with your kids (I don’t have any myself) or with your team telework tech (it’s just me here at Spark). I have been working for myself from my home office for nearly eight years.

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Plexus Consulting Group?: Is Your Organization Using Too Much.

Plexus Consulting

The strategic plan for many non-profit organizations is an extensive, all-encompassing document. skip to main | skip to sidebar. Plexus Consulting Group® For health, education, workforce, finance and other non profit and public service organizations that want to leverage resources and strategically plan for U.S. or international market expansion. Friday, September 16, 2011. Is Your Organization Using Too Much Strategy? by Virgil R. Carter.

Association Hustle – Episode 205: How Associations Can Demonstrate their Membership ROI, with Diane Moery

Moery Company

This week is a special edition of the show as Host JP Moery welcomes his wife and Moery COO, Diane Moery to discuss strategies the Big Red “M” has developed to demonstrate client return on investment (ROI) and how this approach can easily be adopted by associations who wish to develop and create and ROI document for their membership.

On Resolutions

Spark Consulting

Because of that, we’re bad about setting aside time to debrief, to review our efforts after a project or campaign concludes, to see where we succeeded and where we failed, think about why that happened, and document what we want to do differently next time. Even if you opt to run it yourself, we are going to sit down at the end of the campaign and talk about – and document – what you learned, so you can improve the next time around.).

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Plexus Consulting Group?: Responding to Discord in Meetings

Plexus Consulting

Recently experienced rough edges in meetings of my senior management team caused me to resurface a document long-ago evolved for the purpose of setting a positive tone for meetings through the adoption of Rules of Conduct and Behavior. skip to main | skip to sidebar. Plexus Consulting Group® For health, education, workforce, finance and other non profit and public service organizations that want to leverage resources and strategically plan for U.S. or international market expansion.

How Will Blockchain Affect My Members?

Spark Consulting

Government: If someone loses her documents or her papers are destroyed, how can she prove who she is? As you may recall from my previous post on my new whitepaper, Blockchain for Associations: Separating the Hype from the Promise , my co-author Shelly Alcorn and I think that this is the REAL question association execs need to be asking ourselves right now.

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What Do Your Customers Expect from You in 2016 & Beyond? A Guide Map


The well-documented consumerization of business product users is putting increasing pressure on companies. Your customers are logging into websites more frequently, signing up for new online services, and trying new apps every day. In many cases, companies can’t keep up with the evolving expectations of their customer base. Association Management Social Business Customer Engagement Customer Experience

How the Minnesota Nurses Association uses Social Media


This accompanying document has more information and statistics. Association Case Studies

Know Your Real Estate Terms. What is an HOA Fee or Assessment?


This document will show what HOA fees have been paid and if any assessments are due or past due. AMG offers services to assist with resales and documentation required by some attorneys or lenders. Definition time! Today’s lexicon is “HOA Fee.”

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Inspired by Valentine’s Day, Don’t forget to K.I.S.S (Keep it Simple, Stupid)

Moery Company

A detailed email or one-page word document can absolutely suffice. In my opinion, these are for people who want a document to do the selling for them. In my experience, the best method for sales and sales communication is just to keep it simple. All too often I see overly complicated proposals, sales communications and especially marketing emails that are over the top, over-explained and overdone. These end up hindering the sales objective.

Tips for Preserving Your eLearning Programs

Blue Sky eLearn

” — Include a guide to finding important files, resources, and anything else that’s documented here in the binder. Other Documentation. There will probably come a time (or many) when you’re tasked with drafting up one document or another. Also, make sure to ask your Blue Sky Client Success Manager about our Staff Transition Package that can help you get a huge jump start on your program’s documentation.

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Free PDF Converter Keeps Your Clickable Links

Wild Apricot

The ability to retain hyperlinks when you convert documents to PDF format has been missing from most of the free or low-cost PDF tools to date. Finally, here’s a free online document converter that can keep those clickable links working in your PDFs. Thanks to Donnie Maclurcan of ProjectAustralia for the tip on this useful free tool! read more ).

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Spring Cleaning

Association Management

Document library: One of the things that we always have a requirement for a document management system is version control. Take a moment to go through your document library this spring and purge duplicate documents, synchronize versions and reestablish naming conventions. Legal documents: Are your bylaws up to date? Have all members signed relevant documents? After more than nine feet of snow in Boston, I saw something I haven’t seen a while this week.

100 More Online Tools for Non-Profits – Part 1

Wild Apricot

You’ll find a variety of tech tools in this 2-part series, from volunteer and member management, to web publishing and document sharing, to back office tasks, project management, and more.( read more ). application nonprofit non-profit Non-profit Communications Non-profit technology nptech Web 2.0 web based software web-based software

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