Nonprofit Credit Card Processing: Everything You Need to Know

Wild Apricot

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 FundraisingHere's how to get started.

How to Adapt Your Sales Process for Success in the Current Business Climate

Moery Company

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.

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What is the Union Election Process?

Yes Elections

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.

What We Learned From the PPP Application Process – Association Hustle Podcast Episode 230

Moery Company

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. The process of this brought feelings of hope, frustration, gratefulness, and waves of other emotions. The post What We Learned From the PPP Application Process – Association Hustle Podcast Episode 230 appeared first on The Moery Company.

Build or Buy an LMS? How to Pick the Right Solution for Your Budget

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.

Defining the Process of Change

Association Adviser

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.

Online Payment Processing for Nonprofits: Everything You Need to Know

Wild Apricot

Looking into online payment processing for your nonprofit, association, or membership organization? Pick the right solution with the help of our guide

Creating an Effective Nominating Process for your Association

Association Leaders

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.

(Re)Developing Your Membership Renewal Process – Association Field Report (May 22, 2020)

Moery Company

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. Having an intentional membership renewal plan is critical this year, here’s a step-by-step plan to develop a renewal process: Set a Goal and Evaluate Your Resources. Who is going to be responsible for carrying out the new or updated renewal process? Who will manage the process and who will support it?

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A Peek at MemberClicks’ Product Development Process

MembersClicks

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.

6 Benefits of an Online Submission and Review Process

MembersClicks

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.

Association Processes Might Be Keeping You From Important Work

Smooth The Path

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.

JP Moery’s Association Playbook – Episode 171: How to Manage the Gatekeeper Process in Sales

Moery Company

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.

On the Mark: Goals or a Process?

MembersClicks

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? At this point, many pundits have discussed the futility of New Year’s resolutions. I subscribe to this same notion. It is not lost on me that the blank slate feeling is part of the allure of a “new year, new me” mentality or a goal-setting exercise.

Creative Process Tips and Tools

Wild Apricot

If you are kick-starting some communications planning this summer, here are some tips and resources that might help. member communication

The 5-Step Process to Create a Successful Nonprofit Landing Page

Wild Apricot

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

Process Killed the Association Star

Thanks For Playing

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.

It’s Time to Modernize Your Renewal Process

GrowthZone

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.

Culture and Process in Design Thinking

Association Success

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.

Start Your Conference Improvement Process With Enrollment

Velvet Chainsaw

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.

Broken Association Processes Fracture Member Engagement

Smooth The Path

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.

Do New Processes Make You Uncomfortable?

KiKi L'Italien's Acronym Soup

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.

Grant Writing 101: Creating a Process

MembersClicks

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!

Testing, Testing: 4 Tips to Streamline the Email Approval Process

Higher Logic

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.

Intentionally Disrupt the Association’s Processes

Smooth The Path

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.

Next Steps in the Association New-Member Onboarding Process

GrowthZone

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.

What is the Board of Directors Election Process?

Yes Elections

The board of directors in any organization is an incredibly important role because its decisions can impact thousands of members. Election Optimization

Documenting Process is Critical

Effective Database

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.

The Tension Between Content And Process In Facilitated Conference Learning Experiences

Velvet Chainsaw

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.

Automate your association’s processes to increase efficiency and improve member acquisition and retention

YourMembership Blog

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?

4 Reasons Why You Need a Volunteer Onboarding Process

Wild Apricot

Here are highlights from our Wild Apricot Expert Webinar on Volunteer Onboarding, presented by Tobi Johnson. webinar Volunteers

How to Eliminate Time-Consuming Tasks & Processes in 2020

Membersuite

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.

A Better Process for Better Decisions

Associations Now

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.

4 Reasons Why You Need a Board Recruitment Process

Wild Apricot

Here are 4 reasons to develop a board recruitment process and a new resource that can help. Board volunteer-recruitment

JP Moery’s Association Playbook – Episode 135: How Quality Data is Driving the Sales Process, with Kerry Doyle - Moery Company

Moery Company

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.

Rethink Your Website Redesign Process

SocialFish

——– As principal strategist for Tanzen , Carrie Hane untangles content by aligning people, processes, and systems so organizations are ready for what’s next. . This is the first in a new series of posts about rethinking how you approach your website. ————– Where to start? Some of us like to jump right in and starting fixing something. Others want to look at every angle and analyze the situation to figure out what needs to be done.

5 Must Do’s When Creating Member Join Processes

ReviewAMS

Your AMS gives your the data and technology to customize the experience so that it is relevant to your member, requests the information you need, and streamlines the process.

Focus on Management Processes

Jamie Notter

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.

The Process of Recovery from a Disaster

Association Management

Over the past 2 articles (read part 1 and part 2) , we have examined what could potentially happen that could bring your business to a halt in the event of a natural or man-made disaster. We also looked at the critical aspects of what would be required in order to build a Business Continuity Plan , including exposing the critical aspects of the business by performing a Business Impact Analysis.

How to Overcome B2B Buyers’ Biggest Complaints in the Sales Process [Research]

Higher Logic

B2B buyers are all saying them same thing about the sales process: they want lasting, valuable partnerships instead of one-time transactions. B2B sales can be tough. Buyers are well educated on products and services, including your competitors, and frequently work in teams. Often, you don’t just need to convince one person to buy, you need to convince five or more. Fortunately, many B2B buyers have the same concerns.