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.

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.

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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Keeping Your Governing Documents Up to Date

Associations Now

Making sure your four key governing documents are aligned will help you define the day-to-day operations and goals of your board. When was the last time you reviewed your governing documents to make sure they are aligned with one another and your mission?

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.

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.

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].

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 ).

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? Well, why not?

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

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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? Webinar Poll Questions.

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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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?

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 has a bundle of free Office Suite templates that are designed especially for non-profits?

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.

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

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.

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


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?

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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

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.

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

PDF Association: Flaws in Mueller Report Show What Not to Do With a PDF

Associations Now

One that you may not have expected to hear from was the PDF Association , the organization that sets standards and best practices for the document format created by Adobe more than a quarter-century ago.

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.

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.

Content Strategy – Are You Asking the Right Questions?

AMR Management Services

The power and benefit of design thinking in association conferences is well documented. But, as associations, are we taking design thinking and applying it to other areas of our education and

How the Minnesota Nurses Association uses Social Media


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

CIM – how they presented their membership price rise

Optimist Consulting

I am a member of the Chartered Institute of Marketing and they recently sent through this document (pictured right also) with their renewals paperwork. They made the document look attractive and eye-catching.

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The #1 Mistake Associations Make With Their Office Space

Moery Company

Complete design and construction documents. If the association has received competent, professional brokerage services on their current lease, the document should include a variety of options to provide leverage. Hint: Timing can be your greatest asset – or biggest liability.

Research for Key Accounts

Moery Company

His Key Accounts Matrix is a document that brings together different pieces of information, contacts, press, and other key details.

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Why Is Association Governance Restructure So Hard? Here’s Why It Shouldn’t Be.

World Class Boards

I’ve started a few organizations myself, and I created bylaws using boilerplate documents from similar organizations, substituting our name via search and replace.

Mission Accomplished! (Or maybe not…)

Association Management

For any trade association that develops specifications or other technical documents, publication is a tremendous milestone. It marks the end of a journey comprised of significant contributions from many member resources around the world. While it’s always a good idea to celebrate such an achievement within an association, it is important to remember that while

Sticking to What You Know

Eric Lanke

The committee updates this document every couple of years, and the presentation next week is where we will unveil the latest update. Putting the document together was a long and involved process, spanning many conference calls and a few in-person meetings.

Keeping Association Leaders and Staff Accountable

Association Leaders

If changes are appropriate, they should be made and documented. We can likely all agree that in business cash may be King but accountability is next in line for the throne. In our businesses if we don’t establish Strategies, Goals and specific, measurable Objectives we hold ourselves and each other accountable for achieving, we will not achieve our mission. Associations are no different – except that associations are led by volunteers.

How Associations Must Adapt to the Generational Shift

Moery Company

Much has been written about Millennials over the years – from their work culture expectations to their technological savvy, and it’s well-documented their needs are a bit more modernized. Pixabay.

Standardize before you optimize

Effective Database

I harp constantly about the need to document processes. Documentation helps to bring us to that agreement. Another way to look at documentation is to see it as standardization. Once you have your practices documented, once you’ve standardized your practices, then you can begin to optimize them. Are your data management practices documented (standardized)? I first read this phrase in a James Clear blog post.

The IT Checklist for Evaluating Database Management Software


After documenting requirements and reviewing vendor proposals, your association is ready to evaluate the database management software solutions and vendors that made the final cut.