Membersuite

JULY 6, 2022

Document and prioritize your requirements—what the software has to do—including integrations and reports. 4: Document Complex Workflows and Integrations. Stakeholder input is especially valuable for reviewing and documenting processes, reports, and integrations. 5: Research and Contact Vendors.

Proposal 158

Proposal Software Cost Project 158

Associations Now

JANUARY 2, 2024

But choosing what should be included in these documents isn’t easy. At that point, the leadership team, the membership department, and the board of directors all had input in the process, and with so many perspectives and without someone in my position, the organization was at a loss about which way to go,” Quash said.

Education 85

Education Social Media Review Marketing 85

Spark Consulting

JUNE 8, 2022

When I reviewed the initial post, I realized everything I wrote still holds four years later. ” conversation a little tricky, and makes measuring what happened, and documenting it so we can do better next time, even MORE tricky. Spoiler alert: you’re going to see more of the Membership 101 series posts in the countdown.).

Discount 195

Discount Examples System Resources 195

.orgSource

MAY 23, 2023

But it should be reinforced in person during the orientation for new members and in the documentation they receive. Allow plenty of time on the agenda for the financial staff to explain when and how statements will be available, review banking, investment, and auditing arrangements, and answer questions. Presentations from experts.

Committee 167

Committee Review Guidelines Report 167

HOA Strategies

APRIL 17, 2024

Some community governing documents have required committees, but for the most part, committees are created based on interest or need. The ACC’s goal is to ensure architectural standards set forth in the governing documents are upheld within the community. but the process is direct and provides a much-needed service to your HOA.

Utah 52

Utah Committee Review Examples 52

Associations Now

JANUARY 23, 2024

We identified and documented over 60 use cases,” Beyea said. Another is designed to process hearing transcripts and handle meeting-scheduling tasks. So, they will always need to review it, modify anything that needs correction. Those efforts have since coalesced around a handful of projects.

Guidelines 59

Guidelines Tools Technology Innovation 59

Aptify

OCTOBER 4, 2022

How Aptify is making the product upgrade process faster . Product upgrade process . Aptify Operations and Program Director Chana Lewis, Technical Solutions Manager Waqar Ahmed, and R&D Director Doug Kirby reviewed the new process Aptify is using to make product upgrades smoother and faster for customers.

Software 137

Software Products Team Washington 137

WBT Systems

FEBRUARY 20, 2018

A sunset review process provides guidance (and cover) for these difficult decisions. Data is both the red flag and the evidence you’ll need during the sunset review process. Many associations put all their products, services, programs, and even committees through a sunset review process. Poor evaluations.

Education 160

Education How To Certificate Committee 160

Colorado HOA Law

JULY 14, 2023

It is helpful to scrutinize records requests closely, as soon after receipt as feasible, in case they encompass documents that are not “records of the Association.” 317), the Board may decline to allow the requestor to inspect or copy that document. the Board is within its rights to request greater specificity.

Colorado 52

Colorado Process Review Communications 52

AvidXchange: Association Management

MAY 7, 2020

With most of their employees working remotely, association management companies have been forced to revisit the processes they rely on to sustain operations. It’s an uphill battle for those who rely on manual, paper-based AP invoicing and payment processes. Transparency and real-time access to data means more informed decision-making.

Review 130

Review Process Team Software 130

Blue Sky eLearn

MAY 16, 2019

To preserve the online education programs and processes I worked so hard to put in place! At some point, circumstances that may or may not be in your control will dictate that someone else is going to need to review past decisions in order to make future ones. Other Documentation. Your program’s SMAR goals or KPIs.

Tips 211

Tips FAQ Education Sample 211

Nimble AMS

MAY 12, 2023

The team leads a variety of member-based initiatives to improve your organization, including but not limited to data-based membership initiatives, the streamlining of key member processes, and DEI programming. Application process. What does the current application process look like for your membership committee? Eligibility.

Committee 121

Committee How To Guidelines Recruiting 121

WBT Systems

JUNE 19, 2018

The request for proposal you send to learning management system (LMS) providers is only as good as the process you use to develop your LMS requirements. If you don’t accurately and completely identify and prioritize your real needs during that process, your new LMS will fall short of expectations.

LMS 165

LMS How To Learning Management System System 165

Nimble AMS

AUGUST 8, 2022

A well-executed data governance policy will often include a steering committee or leadership board to determine the data standards and discuss the implementation process and enforcement procedures. Additional resources: This section serves as a place for additional documentation or referenced regulations. .

Committee 116

Committee Review Survey Software 116

Florida Condo & HOA Law Blog

SEPTEMBER 27, 2023

What items fall within the statute’s protections is subject to debate, and legal advice is encouraged when processing requests based on this statutory section. Lastly, associations should be mindful of any deadline to disapprove a modification request before it is deemed automatically approved by operation of the governing documents.

Florida 85

Florida Guidelines Review Process 85

Portage Group

MAY 2, 2012

There are five elements to managing a succession process. Does the person currently occupying this position hold a good deal of knowledge about processes or other institutional memory that will effectively leave when the incumbent departs the job? the job procedures and outcomes are not fully documented). Building competencies.

Process 100

Process Recruiting Recruitment Resources 100

Florida Condo & HOA Law Blog

JUNE 27, 2023

Therefore, this is a good time to review some of the “best practices” to prepare for and protect the association in the event a hurricane comes our way. This is a document that may be distributed to the owners and contains important information should an emergency occur.

Florida 52

Florida Review Video Cost 52

.orgSource

JUNE 25, 2023

The entire team should have up-to-date hardware with sufficient processing power, a high-quality camera and speakers, and a reliable, fast internet connection. Review Policies and Procedures If you’ve been playing catch up since the pandemic, give a review of remote policies and procedures priority on your to-do list.

Team 88

Team Software Review Survey 88

Aptify

OCTOBER 5, 2020

An RFP is a document that provides background and details about your project and solicits bids from vendors. This person can also be the one to keep communications lines open between vendors and your organization. Put your data and requirements into a comprehensive RFP document. Creating an RFP can be a time-consuming effort.

Membership Management 72

Membership Management System How To Proposal 72

WBT Systems

JUNE 5, 2018

Reviewing and revamping how you market. Your system should give you the option to ask users to accept these terms and conditions before they can access the software, for example, when they log in or during the course purchase or registration process. Develop a process for reviewing old records. Protection of data.

Technology 160

Technology LMS System Review 160

Higher Logic

JUNE 27, 2016

This advice applies whether you’re writing reports, blog posts, or press releases – anything that requires planning and reviews from others. Document and blog titles are crucial. Get her review on each draft you like (and, of course, you’ll need to review her drafts as well). Take charge of the review process.

Press Release 168

Press Release Review Process Report 168

Ungrated

DECEMBER 9, 2021

Community association board members should review their policies with the following advice in mind: ? Make sure the policies are consistent with the association’s governing documents as well as state and local laws. ? Make sure to review the policies regularly and determine if they need to be updated. ?

Guidelines 102

Guidelines Tampa Florida Review 102

Delcor

SEPTEMBER 14, 2023

Before you start a project, we suggest reviewing this list so that you know what risks to minimize and problems to anticipate. Poorly Managed and Written Requirements Sorry to say, but your project is doomed if the requirements collection and analysis process is poorly managed or if requirements are poorly documented.

Project 97

Project Analysis Team Communications 97

Ungrated

APRIL 5, 2023

Associations count on all owners to pay on time and, when necessary, rely on strict collection processes that comply with the requirements of governing documents, statutes, and the Fair Debt Collection Practices Act. Most associations collect assessments monthly, although some collect them quarterly and others in an annual lump sum.

Survey 93

Survey Review Process Strategy 93

Nimble AMS

JUNE 22, 2023

Creating a business case requires you to review your organizational goals and challenges and the potential benefits a new software solution can provide. Does the AMS create staff efficiencies through process automation that streamlines manual processes? Share documents, such as meeting minutes.

How To 105

How To Software Revenue Technology 105

Achieve

AUGUST 20, 2021

and it’s up to the board chair, administrator, and executive director to spend enough time crafting these crucial documents. dives into a handful of preparation requirements that are crucial to set up a meeting for success, two of which include: Documents that attendees are expected to review. and review documents.

Products 96

Products Indiana Indianapolis Committee 96

ISAE

JANUARY 17, 2024

Storing, organizing, and managing paper forms and documents can be challenging for associations. In general, you should focus on making your waivers and online registration processes as inclusive as possible to maximize member engagement. Can be reviewed in advance. Easy organization and data management.

Cost 52

Cost Review Software Member Experience 52

MemberClicks

DECEMBER 10, 2023

Using an event proposal can significantly ease the process of organizing your thoughts and presenting your ideas in a structured, professional format. They are the driving force behind your planning process and help your stakeholders understand the purpose and potential impact of your event.

Proposal 59

Proposal How To Event Planning Tools 59

Nimble AMS

JULY 27, 2021

When you begin talking about ways to make further process improvements and refine your AMS solution, be sure to identify and document your priorities. Ideally, you will continue to review your use of the AMS system and continue to evolve how you use it. Don't start your next AMS selection process without this guide.

System 148

System Association Management Project Tips 148

Reid All About it

DECEMBER 1, 2023

Impexium recommends proving you’re an organization they can trust, delivering benefits they value, and having processes and systems that facilitate member referrals, new member onboarding, testimonials, social presence, and member feedback. Learn about tools and processes that can help you maintain healthy item banks for your programs.

Arlington 266

Arlington Technology Strategy Los Angeles 266

Achieve

JULY 21, 2022

that is essential to the nonprofit tax reporting process: Form 990. In this guide, we’ll dive deeper into the different kinds of Form 990 your nonprofit needs to consider, as well as insights and best practices to ensure that your nonprofit is able to breeze through the tedious tax filing process. In particular, there’s a specific.

Atlanta 52

Atlanta Maine Florida Report 52

Spark Consulting

NOVEMBER 20, 2013

Eric Lanke’s been documenting the process of putting together a new value statement for his association. blog roundup cool technology innovation leadership management membership Associations Now Big Data Eric Lanke Google Jamie Notter mobile Technology Review' Jamie Notter points out that you ARE a business.

Library 150

Library Review Innovation Technology 150

Associations Now

JUNE 9, 2015

The professional group, working with the backing of LexisNexis Legal & Professional, has released a new Android app, eyeWitness to Atrocities , which lets people record and submit footage of events through a secure, verifiable process. Once uploaded, films can be deleted, adding to the safety of the process.

Video 40

Video Review Process Tools 40

WBT Systems

MARCH 13, 2018

You could go it alone and rely on the recommendations of your peers on forums and review sites. With their proven processes, you’ll save time during selection and implementation so your programs will be up and running more quickly. They evaluate your existing business processes and make suggestions for improvement.

LMS 165

LMS Learning Management System Proposal Blended Learning 165

Ungrated

MAY 2, 2023

Under the FHFA conservatorship, Fannie Mae and Freddie Mac are set to release permanent guidelines without a public comment process. Allow for limited review of projects if they are not under evidence-based practices.

Guidelines 95

Guidelines Project Review Survey 95

GrowthZone

JANUARY 31, 2023

Test the Strength of Your Current Value Proposition Review your value message internally. In an unsolicited process, are your strengths among the ones you publish in your value proposition? In regard to diversity efforts, 65% of the do not have a documented diversity and inclusion policy that they use regularly.

Survey 78

Survey Review Revenue Member Engagement 78

Nimble AMS

DECEMBER 3, 2021

This business case requires a review of the goals and challenges your organization faces as well as the potential benefits a new software solution can provide. . Share documents, such as meeting minute. Gaining board approval for a new technology investment requires you to make a strong business case.

How To 126

How To Software eBook Technology 126