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.

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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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.

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?

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.

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.

Fast Free Document Sharing and Review

Wild Apricot Blog

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 ).

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].

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 Blog

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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Be Bold with Nimble AMS Member Portal, “Community Hub”

The Nimble AMS Blog

To learn more about the Bold theme, please read our latest release notes and documentation on it , or reach out to our team! Community Hub was created to be highly configurable, and our clients are welcomed and encouraged, to modify the design to match their own branding.

Salesforce or Microsoft: What’s the Right CRM Platform for Your Association Management Software?

The Nimble AMS Blog

With the need for multiple technologies, such as learning managements, content management, CRM and AMS systems, today’s associations must be able to easily connect their technology, as well as have access to training, documentation and user groups.

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.

33 Free MS Office Templates for Non-Profits

Wild Apricot Blog

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?

Configure versus Customize: Which option is best for your association management software?

The Nimble AMS Blog

Tech Tip: If you hire someone to customize your AMS, be sure to have them thoroughly document their modifications for future reference. Association management software (AMS) systems typically include out-of-the-box functionality to support most of the organization’s basic processes.

20 Great Google Docs Templates for Non-Profits

Wild Apricot Blog

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?

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.

7 Ways Nimble AMS Sets up Customers for Success

The Nimble AMS Blog

Those resources include: Nimble AMS Help site , which offers searchable product documentation. As you think about your association management software (AMS), you may think that all product support is the same. And you might be surprised to find out that it’s not. . Let me explain: At Nimble AMS, we have a unique approach to client support that goes beyond answering questions and fixing things to truly setting up our customers for success.

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How to Protect Your Member Data and Reduce Risk for Your Association

The Nimble AMS Blog

Your AMS system should provide you with insight, information and documentation into its system performance and security to promote your trust and confidence in its service.

Your AMS vendor’s implementation approach is as important as the software

The Nimble AMS Blog

A detailed Customer Success Guide, which includes step-by-step documentation on how to use your Nimble AMS system. As you consider moving to new association management software (AMS), you likely think about what types of product functionality and best practices are built into the system. But equally important is your software vendor’s approach to implementing the system. Many AMS vendors use the same basic implementation phases: Onboarding, Discovery, Implementation, and Launch.

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

Wild Apricot Blog

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.

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.

Wild Apricot Blog : Free PDF Tools for Mac

Wild Apricot Blog

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Wild Apricot Blog : Affordable Online File Storage for Multiple Computers

Wild Apricot Blog

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.

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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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.

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

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 Blog

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

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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How Online Communities Help Teams Build a Culture of Collaboration

Higher Logic

Since everyone can have access to the same discussions, documents and resource library, online communities give each team member the space to do what they do best while remaining mindful of what the other members are doing. Document sharing.

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Higher Logic Acquires Kavi: Powerful Collaboration for Thriving Communities

Higher Logic

We did this acquisition to provide powerful project collaboration for community users, combining Higher Logic’s dynamic discussions with Kavi’s structured document management. 2017 is shaping up to be our best year yet!

Could Your User Group Be the Key to Increasing Customer Retention?

Higher Logic

User groups help your customers be more successful by providing: Self-Service Documentation. User groups with a strong online presence offer file libraries where staff, companies, and members can upload helpful documents. Gamification. Loyalty programs. Personal outreach.

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

What Makes a High-Performing Team?

Higher Logic

Easy-To-Share Documents and Resources. Documents that are easily shared must also be easy to find. In addition to sharing documents and resources, team members need to communicate proactively and quickly.

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