Expert insights. Personalized for you.
First, it’s important to document processes as they are created so that you can capture the way your team really works. . Protech Learn provides an integrated, easy-to-use portal solution that captures the unique and complex processes that are specific to your organization. MORE
It is easy to see how association processes can break over time. Why not try a process audit? List and review every critical process, especially those that interface with members. Has the process improved? Conducting a regularly scheduled process audit can help close gaps in member experience, gaps that we accidentally create over time. Related: Use the 5-step idea process to become an association innovation ninja. MORE
With modern membership software, The post Automate your association’s processes to increase efficiency and improve member acquisition and retention appeared first on YourMembership. When you work on member acquisition and retention plans for your association, do you think about improving your staff’s efficiency? MORE
Our recent post, The First 3 Months of Association New-Member Onboarding covered the first three months of the onboarding process. The new-member onboarding and first-year renewal processes go beyond dropping a welcome packet into the mail. A touch plan to improve the process builds a strong foundation for engagement and for a long-term membership. Take a look at the next three months , then download the complete plan of the onboarding process. MORE
If you want to change the culture, then you MUST change some management processes. Not just processes–management processes. These are the processes we use to manage the work (as opposed to processes we use to do the work). Other work processes will certainly need to be changed as well as part of your culture change efforts, but I think the management processes offer a lot of opportunity that too many organizations miss. MORE
Looking into online payment processing for your nonprofit, association, or membership organization? Pick the right solution with the help of our guide MORE
While elections can be overwhelming, YesElections has developed this explainer to help you navigate this process. As your union’s election official, your job is to run an impartial, fair election that complies with federal law, the union’s constitution and its bylaws. MORE
Here are highlights from our Wild Apricot Expert Webinar on Volunteer Onboarding, presented by Tobi Johnson. webinar Volunteers MORE
The question for Ask JP today is, “How do we create a renewal process for membership in 2021?” There are a couple things to keep in mind as you evaluate and adjust your renewal process. First things first, don’t look at the renewal as just an invoicing process. MORE
It’s the time of year again when many associations are implementing their nomination and election process. Because associations are groups of people or companies in the same profession or industry there are many opportunities for conflict and other challenges as an association goes through its nomination and election process. . it is important that every association have a clear nomination and election process and that the process is followed each and every time. MORE
The problem with New Year’s resolutions — and the process of goal setting in general — is that everyone seems to start with a blank slate. January is definitely the time of the year to start thinking about the year ahead.Or is it? MORE
So before assuming we can persuade others with the data on why we need to change, we need to enroll them in our conference improvement planning process. We need to seek out volunteers who are willing to participate in the improvement process. What type of data do we have already have in our hands for any conference improvement process? The post Start Your Conference Improvement Process With Enrollment appeared first on Velvet Chainsaw. MORE
Associations taking advantage of Advanced Taxation now have the functionality to easily process taxes nationally and internationally reducing manual burden, taking human error out of the equation. Automated processing of complex tax calculations: Saves time, saves effort. MORE
Credit card processing for nonprofits may sound high-tech and complicated, but even the smallest organization can easily get set up to receive payments. payment-processing online payments Fundraising MORE
She and Host JP Moery discuss the methodology behind collecting quality data and how tracking and evaluating data trends can guide your next move in the sales process. The post JP Moery’s Association Playbook – Episode 135: How Quality Data is Driving the Sales Process, with Kerry Doyle appeared first on The Moery Company. Data is key to developing winning sales strategies and this week’s guest is The Moery Company “data” expert – Salesforce Manager, Kerry Doyle. MORE
Learn how you can reclaim your focus and achieve the goals that have long eluded you by eliminating time-consuming tasks and processes in 2020 Busywork and other time-consuming tasks take our attention away from important and strategic work. MORE
When it comes to managing data successfully, process is critical. The process needs to be clear (who does it, when do they do it, how is it entered) and it needs to be done every time. 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. MORE
Culture and process are two sides of the coin that is design thinking. When I introduce design thinking to people, they are really eager to experience all the benefits, especially the teamwork, the very precise problem identification, and of course the often unique and really effective solutions to problems that the process generates. The process is on one side and the other is the culture in which the process operates. They’re the magic in the process. MORE
On this week’s episode JP provides an update on The Moery Company’s business operation and what we learned during out application process for the Payroll Protection Program (PPP) loan. MORE
It’s afraid of your processes. And then our reified processes kick in, and the cavalcade of "no" begins. Jamie Notter recently recapped his notes from the MIX Mashup , an invitation-only conference on the future of work, or, to quote their website: "What will it take to make our organizations highly adaptable, endlessly inventive, truly inspiring, and genuinely accountable?" That's a critical question for all of us to address. MORE
In order to continue empowering member-based organizations to thrive through refreshing technology and a heart for service (MemberClicks’ mission!), we take a very methodical approach to how we develop each of our membership solutions. MORE
There are a million little automatic processes that run our days. We arrive at work, stow lunch, log on to our computer, and process email. Day, after week, after year each one of these little processes gets solidified until we do them without thinking. Each process seems like it is the right thing to do because it is what we do. Does starting the day by processing emails make us productive? Association processes become automatic too. MORE
Here are 4 reasons to develop a board recruitment process and a new resource that can help. Board volunteer-recruitment MORE
A great facilitator moves back and forth between content and process engaging participants in their own learning journeys. Content Versus Process. In facilitated learning experiences you hear two words: content and process. Process refers to how the content is discussed. Process also includes the participants’ interactions with each other and the content, group flow, and overall climate established. The Conference Tension Between Content And Process. MORE
If you are kick-starting some communications planning this summer, here are some tips and resources that might help. member communication MORE
Submitting rebates is a funny process that feels like a sales trick. ” My contact company’s process for rebates is about as complicated as they can make it, and it changes every year. One of the dangers of older organizations is they become process-centric. MORE
Many of you are entering into the part of the year when you renew your members and this time around the renewal process may be a lot different than before. Who is going to be responsible for carrying out the new or updated renewal process? MORE
You looked forward to a new process or project, romanticizing the experience in your mind and then dealing with the discomfort as reality hit, gritting your teeth through it all because you were sure you''d be better off for it. What are your tips for preparing for a new process or project? effective planning new projects processes realistic expectations It wasn''t my idea, but the romance of it captured me. MORE
If you’d like to set up a landing page to increase donations (or any other type of goal), I’m going to cover the five steps that will create a successful nonprofit landing page, including examples from nonprofits who have found success. Landing-Page MORE
There are more interesting, fulfilling things we’d rather do than uninspiring tasks like paperwork or payment processing. Is your staff spending too much time processing a single payment that needs to be applied to multiple orders? MORE
Is your renewal process as effective as it could be? If you’re not sure how your renewal process measures up to others in the membership business, let’s think about one of the strongest, most efficient membership models—Netflix. Not exactly a modern process. MORE
If you’re feeling a bit overwhelmed at how the process works, we get it. The grant application process is no joke! Take a look at this simple outline to follow how the grant writing process generally plays out. Have you been looking into some ways to gather some additional funding for your association or chamber? We have one word for you: Grants! MORE
The post How to Adapt Your Sales Process for Success in the Current Business Climate appeared first on The Moery Company. Here’s a sales tactic that will differentiate you: Use a phone first approach. There’s a variety of different reasons why, one being that it’s very effective. We have relied on e-mails to do a lot of the work for us. I still think it’s a vital component and you’re probably going to spend at least 50% of your sales activity on e-mails. MORE
He shares a few thoughts on how to manage the process. The post JP Moery’s Association Playbook – Episode 171: How to Manage the Gatekeeper Process in Sales appeared first on The Moery Company. He shares a few thoughts on how to manage the process. MORE
In 2017 I spoke with a number of associations that spent time fine-tuning their decision-making processes , using colleagues in the C-suite to decide on appropriate inputs and metrics when it came to big-picture strategic issues. That’s a key message of a recent article in MIT Sloan Management Review that points out some holes in leaders’ processes. From there, each attribute is assigned a percentile score; those scores are then assessed during a final decision-making process. MORE
Since my responsibilities include strategic and operational planning and our organization has successfully launched vast amounts of change over the last six years, this has ignited my curiosity about the process of change. The process of change is often defined as change management or change leadership. Learning the fundamental differences have also helped me skillfully switch gears at any given moment in order to better serve my team, process or my organization. MORE
But, there is a way to simplify the process! Here are six benefits to taking your submission and review process completely online: MC InsiderYour awards presentation is coming up, and it’s time to ask for nominations. MORE
Unfortunately, you’ve yet to begin testing, and this quality assurance step of the production process is imperative to ensure content accuracy and display functionality. On top of that, you and various projects managers from different departments who are involved in the approval process are all inundated with other impending deadlines. Below are four tips to help you streamline the email approval process without sacrificing the accuracy and quality of your campaigns. MORE
Each state has its own laws dictating the process by which homeowners associations (HOA) elect board members. Florida is no exception. MORE
Try flowcharting your processes Working with a client recently on their membership join process reminded me of the tremendous value of putting your processes into a flowchart. Drawing a flowchart of this decision process will help provide them … Try flowcharting your processes Read More » Wes's Wednesday Wisdom MORE
Process Related Topics Wild Apricot
NOVEMBER 28, 2019
Credit card processing for nonprofits may sound high-tech and complicated, but even the smallest organization can easily get set up to receive payments. payment-processing online payments Fundraising
Moery Company
APRIL 28, 2020
On this week’s episode JP provides an update on The Moery Company’s business operation and what we learned during out application process for the Payroll Protection Program (PPP) loan.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Wild Apricot
NOVEMBER 22, 2019
Looking into online payment processing for your nonprofit, association, or membership organization? Pick the right solution with the help of our guide
Moery Company
OCTOBER 28, 2020
The post How to Adapt Your Sales Process for Success in the Current Business Climate appeared first on The Moery Company. Here’s a sales tactic that will differentiate you: Use a phone first approach. There’s a variety of different reasons why, one being that it’s very effective. We have relied on e-mails to do a lot of the work for us. I still think it’s a vital component and you’re probably going to spend at least 50% of your sales activity on e-mails.
Advertisement
BUDGET. When it comes to picking your next LMS that six-letter word is probably the most important part of the decision-making process. So, what are your options to get the best possible eLearning solution without breaking the bank? Build it or buy it. This guide from Lambda’s eLearning experts details absolutely everything you need to consider so you can pick the perfect eLearning solution for your organization and budget.
Association Adviser
OCTOBER 30, 2018
Since my responsibilities include strategic and operational planning and our organization has successfully launched vast amounts of change over the last six years, this has ignited my curiosity about the process of change. The process of change is often defined as change management or change leadership. Learning the fundamental differences have also helped me skillfully switch gears at any given moment in order to better serve my team, process or my organization.
Yes Elections
FEBRUARY 3, 2021
Each state has its own laws dictating the process by which homeowners associations (HOA) elect board members. Florida is no exception.
Moery Company
MAY 21, 2020
Many of you are entering into the part of the year when you renew your members and this time around the renewal process may be a lot different than before. Who is going to be responsible for carrying out the new or updated renewal process?
Protech
APRIL 5, 2021
First, it’s important to document processes as they are created so that you can capture the way your team really works. . Protech Learn provides an integrated, easy-to-use portal solution that captures the unique and complex processes that are specific to your organization.
Association Leaders
OCTOBER 3, 2019
It’s the time of year again when many associations are implementing their nomination and election process. Because associations are groups of people or companies in the same profession or industry there are many opportunities for conflict and other challenges as an association goes through its nomination and election process. . it is important that every association have a clear nomination and election process and that the process is followed each and every time.
MembersClicks
JANUARY 28, 2020
The problem with New Year’s resolutions — and the process of goal setting in general — is that everyone seems to start with a blank slate. January is definitely the time of the year to start thinking about the year ahead.Or is it?
|
Effective Database
OCTOBER 21, 2020
Try flowcharting your processes Working with a client recently on their membership join process reminded me of the tremendous value of putting your processes into a flowchart. Drawing a flowchart of this decision process will help provide them … Try flowcharting your processes Read More » Wes's Wednesday Wisdom
Moery Company
JANUARY 1, 2019
He shares a few thoughts on how to manage the process. The post JP Moery’s Association Playbook – Episode 171: How to Manage the Gatekeeper Process in Sales appeared first on The Moery Company. He shares a few thoughts on how to manage the process.
Wild Apricot
JULY 8, 2013
If you are kick-starting some communications planning this summer, here are some tips and resources that might help. member communication
Thanks For Playing
JULY 24, 2012
It’s afraid of your processes. And then our reified processes kick in, and the cavalcade of "no" begins. Jamie Notter recently recapped his notes from the MIX Mashup , an invitation-only conference on the future of work, or, to quote their website: "What will it take to make our organizations highly adaptable, endlessly inventive, truly inspiring, and genuinely accountable?" That's a critical question for all of us to address.
Wild Apricot
DECEMBER 22, 2017
If you’d like to set up a landing page to increase donations (or any other type of goal), I’m going to cover the five steps that will create a successful nonprofit landing page, including examples from nonprofits who have found success. Landing-Page
Nimble AMS
FEBRUARY 2, 2021
There are more interesting, fulfilling things we’d rather do than uninspiring tasks like paperwork or payment processing. Is your staff spending too much time processing a single payment that needs to be applied to multiple orders?
MembersClicks
JULY 28, 2020
In order to continue empowering member-based organizations to thrive through refreshing technology and a heart for service (MemberClicks’ mission!), we take a very methodical approach to how we develop each of our membership solutions.
Yes Elections
NOVEMBER 25, 2020
While elections can be overwhelming, YesElections has developed this explainer to help you navigate this process. As your union’s election official, your job is to run an impartial, fair election that complies with federal law, the union’s constitution and its bylaws.
Smooth The Path
AUGUST 4, 2020
Submitting rebates is a funny process that feels like a sales trick. ” My contact company’s process for rebates is about as complicated as they can make it, and it changes every year. One of the dangers of older organizations is they become process-centric.
Velvet Chainsaw
JULY 31, 2018
So before assuming we can persuade others with the data on why we need to change, we need to enroll them in our conference improvement planning process. We need to seek out volunteers who are willing to participate in the improvement process. What type of data do we have already have in our hands for any conference improvement process? The post Start Your Conference Improvement Process With Enrollment appeared first on Velvet Chainsaw.
Association Success
MAY 9, 2019
Culture and process are two sides of the coin that is design thinking. When I introduce design thinking to people, they are really eager to experience all the benefits, especially the teamwork, the very precise problem identification, and of course the often unique and really effective solutions to problems that the process generates. The process is on one side and the other is the culture in which the process operates. They’re the magic in the process.
MembersClicks
OCTOBER 20, 2020
But, there is a way to simplify the process! Here are six benefits to taking your submission and review process completely online: MC InsiderYour awards presentation is coming up, and it’s time to ask for nominations.
Smooth The Path
AUGUST 27, 2018
It is easy to see how association processes can break over time. Why not try a process audit? List and review every critical process, especially those that interface with members. Has the process improved? Conducting a regularly scheduled process audit can help close gaps in member experience, gaps that we accidentally create over time. Related: Use the 5-step idea process to become an association innovation ninja.
KiKi L'Italien's Acronym Soup
FEBRUARY 4, 2014
You looked forward to a new process or project, romanticizing the experience in your mind and then dealing with the discomfort as reality hit, gritting your teeth through it all because you were sure you''d be better off for it. What are your tips for preparing for a new process or project? effective planning new projects processes realistic expectations It wasn''t my idea, but the romance of it captured me.
GrowthZone
SEPTEMBER 17, 2020
Is your renewal process as effective as it could be? If you’re not sure how your renewal process measures up to others in the membership business, let’s think about one of the strongest, most efficient membership models—Netflix. Not exactly a modern process.
MembersClicks
JUNE 14, 2018
If you’re feeling a bit overwhelmed at how the process works, we get it. The grant application process is no joke! Take a look at this simple outline to follow how the grant writing process generally plays out. Have you been looking into some ways to gather some additional funding for your association or chamber? We have one word for you: Grants!
Higher Logic
SEPTEMBER 27, 2018
Unfortunately, you’ve yet to begin testing, and this quality assurance step of the production process is imperative to ensure content accuracy and display functionality. On top of that, you and various projects managers from different departments who are involved in the approval process are all inundated with other impending deadlines. Below are four tips to help you streamline the email approval process without sacrificing the accuracy and quality of your campaigns.
GrowthZone
SEPTEMBER 4, 2019
Our recent post, The First 3 Months of Association New-Member Onboarding covered the first three months of the onboarding process. The new-member onboarding and first-year renewal processes go beyond dropping a welcome packet into the mail. A touch plan to improve the process builds a strong foundation for engagement and for a long-term membership. Take a look at the next three months , then download the complete plan of the onboarding process.
Velvet Chainsaw
JANUARY 4, 2019
A great facilitator moves back and forth between content and process engaging participants in their own learning journeys. Content Versus Process. In facilitated learning experiences you hear two words: content and process. Process refers to how the content is discussed. Process also includes the participants’ interactions with each other and the content, group flow, and overall climate established. The Conference Tension Between Content And Process.
Smooth The Path
APRIL 30, 2019
There are a million little automatic processes that run our days. We arrive at work, stow lunch, log on to our computer, and process email. Day, after week, after year each one of these little processes gets solidified until we do them without thinking. Each process seems like it is the right thing to do because it is what we do. Does starting the day by processing emails make us productive? Association processes become automatic too.
Wild Apricot
APRIL 23, 2015
Here are highlights from our Wild Apricot Expert Webinar on Volunteer Onboarding, presented by Tobi Johnson. webinar Volunteers
Effective Database
FEBRUARY 22, 2019
When it comes to managing data successfully, process is critical. The process needs to be clear (who does it, when do they do it, how is it entered) and it needs to be done every time. 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.
YourMembership Blog
FEBRUARY 26, 2019
With modern membership software, The post Automate your association’s processes to increase efficiency and improve member acquisition and retention appeared first on YourMembership. When you work on member acquisition and retention plans for your association, do you think about improving your staff’s efficiency?
Membersuite
JANUARY 13, 2020
Learn how you can reclaim your focus and achieve the goals that have long eluded you by eliminating time-consuming tasks and processes in 2020 Busywork and other time-consuming tasks take our attention away from important and strategic work.
Nimble AMS
MARCH 3, 2020
Associations taking advantage of Advanced Taxation now have the functionality to easily process taxes nationally and internationally reducing manual burden, taking human error out of the equation. Automated processing of complex tax calculations: Saves time, saves effort.
Associations Now
MARCH 10, 2019
In 2017 I spoke with a number of associations that spent time fine-tuning their decision-making processes , using colleagues in the C-suite to decide on appropriate inputs and metrics when it came to big-picture strategic issues. That’s a key message of a recent article in MIT Sloan Management Review that points out some holes in leaders’ processes. From there, each attribute is assigned a percentile score; those scores are then assessed during a final decision-making process.
Wild Apricot
JUNE 17, 2013
Here are 4 reasons to develop a board recruitment process and a new resource that can help. Board volunteer-recruitment
Moery Company
APRIL 24, 2018
She and Host JP Moery discuss the methodology behind collecting quality data and how tracking and evaluating data trends can guide your next move in the sales process. The post JP Moery’s Association Playbook – Episode 135: How Quality Data is Driving the Sales Process, with Kerry Doyle appeared first on The Moery Company. Data is key to developing winning sales strategies and this week’s guest is The Moery Company “data” expert – Salesforce Manager, Kerry Doyle.
Jamie Notter
MAY 14, 2014
If you want to change the culture, then you MUST change some management processes. Not just processes–management processes. These are the processes we use to manage the work (as opposed to processes we use to do the work). Other work processes will certainly need to be changed as well as part of your culture change efforts, but I think the management processes offer a lot of opportunity that too many organizations miss.
55 
Let's personalize your content