White Papers


Our latest white paper, ROI and the Impact of Social CRM: 12 forward-looking use cases for associations , is the second installment in our series on Social CRM. Avectra helped pay for this paper. We’re working with them on an ambitious project to explore the implications of Social CRM for associations, and this white paper is part of that work. Avectra helped pay for this paper. The post White Papers appeared first on Social Fish

My free White Paper launched – Membership Retention Essentials!

Optimist Consulting

I was delighted to be asked to write a White Paper for Sterling, one of the leading membership and communication consultancies. I’d love to know what you think of the Paper, so do leave a comment below. Click HERE to download the paper for free. It looks very nice thanks to Sterling’s designers. I talk about the six essential elements of retention including: Understanding what members want. Engagement. Innovation.


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Making Culture Work (White Paper)

Jamie Notter

My next challenge was to boil that down further so I could get a White Paper version! I am pleased to announce that the White Paper is now ready. Titled, Making Culture Work , it is the third in my Making it Work white paper series (the previous two were on Conflict and Performance Management), which began in early 2013. Download the free white paper today!

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Customizing the Membership Experience white paper is available.

Portage Group

The Association Trends In-Focus by The Portage Group is a research series summarizing the top trends facing Canadian associations today. It also explores some of what is being done to address these challenges and opportunities so that associations like yours can be better positioned to survive – and thrive – well into the future. To get your copy, send us an email at dtarasca@portagegroup.com


[White Paper] The Peer to Peer Fundraising Technology Landscape


Check the paper out here. by Mark Becker, Founding Partner, Cathexis Partners. ————-. As the Internet and technology have continued to evolve, peer-to-peer fundraising campaigns have become more sophisticated.

Virtual Meetings - First Steps White Paper

AMR Management Services

Why a Virtual Event? Virtual events are held for the same reasons as in-person events: to deliver your association’s message to drive leads and revenue, drive adoption, and build loyalty

White Paper: Making Performance Management Work

Jamie Notter

This year I’m launching a new White Paper series that takes some of the key ideas in Humanize and gets practical and concrete with them. I am writing this series of White Papers with that in mind. In the paper I talk about how we can do that (with examples). So please download and share the white paper freely. The link on the White Paper page will ask you for your contact information first, but it then takes you directly to the PDF.

ROI and the Impact of Social CRM [NEW WHITE PAPER]


Our latest white paper is out! This paper is the second in our Social CRM series. The first paper in the series, Social CRM for Associations , has had close to 2000 downloads to date)! The first paper defined the concept of social CRM and the key technologies and basic work involved in building a social CRM practice inside your association. We can’t wait to talk through these use cases (and the many more we left out of the paper) with you.

Internet Companies Unveil UK-U.S. Trade White Paper As They Call For ‘Best-In-Class’ Digital Trade Provisions


London, UK - Internet Association (IA) – the trade association that represents leading global internet companies on public policy – today has unveiled a White Paper detailing the key digital provisions that should be part of any U.S.-UK economies - as our White Paper today highlights. The White Paper shows the close and growing digital trade relationship between the U.S. To read the full White Paper, click here.

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New Must-Read White Paper on Lean Startup for Associations

Jamie Notter

Elizabeth Engel from Spark Consulting LLC has a great new white paper out on applying the Lean Startup methodology in the association environment. And Elizabeth and her co-author, Guillermo Ortiz de Zerate, do a great job of laying out the core principles behind this important idea in a brief white paper. So if you're in an association, and you care about being successful, download this white paper and read it.

Relationship-Driven Fundraising: A New White Paper

The Demand Networks

Customer/member centricity Relationships customer-member engagement fundraising innovation

Education: The Key to Member Growth and Loyalty

Wild Apricot

White-Paper Education Shelly-Alcorn Elizabeth-Weaver-EngelIf your association targets recent graduates, young professionals, and those looking to gain more employable credentials (or would like to), you may be familiar with the current educational landscape.

[WHITE PAPER] Steal Like a Fundraiser: Innovations in Cause-Oriented Fundraising for Associations


Steal This Idea! Associations don’t always have all the answers (we know, you’re shocked). We definitely have some major advantages, not the least of which is that we are highly a cooperative and collaborative community, in large part because there’s not a lot of intra-industry competition (i.e., the AICPA and the American Nurses Association have basically zero overlap in audiences).

Eric Lanke: The Mind of the Community

Eric Lanke

At a recent WSAE meeting I was asked to explain what we meant in our white paper on Innovation for Associations when we referred to the "mind of community." Had I had a copy of the white paper with me, I could have quoted from it directly. The added emphasis is mine, not the white papers. Eric Lanke. Association executive and author. Pages. Leadership. Innovation. Member Engagement. Generations. Books Read. Fiction. Monday, January 30, 2012.

New White Paper: 10 Tips to Develop and Effectively Use Components in Membership Marketing

Experts in Membership Marketing

JUST PUBLISHED! 10 Tips to Develop and Effectively Use Components in Membership Marketing Components offer associations a multitude of opportunities to drive their missions and increase their revenues. From the development of content to driving membership, when properly designed and managed, components become essential channels through which associations develop and deliver their value. But exactly what is a component? What are the elements associations need to consider in creating a component?

Include Is a Verb: Moving from Talk to Action on Diversity and Inclusion


White PaperBy Elizabeth Weaver Engel, MA, CAE, CEO and Chief Strategist, Spark Consulting. Association executives know that the Millennial generation, which will soon be the majority of our workforce and membership base, is the most diverse generation we’ve ever had in the US. And the yet-to-be-named generation coming up behind them is even more so.

Boost Your Innovation Efforts with Lean Startup


Case Study White PaperGuest post by Guillermo Ortiz de Zarate, Director of Information Systems, National Council of Architectural Registration Boards (NCARB) and Elizabeth Weaver Engel, CAE, CEO & Chief Strategist, Spark Consulting LLC. ——– Have you ever had this experience? Someone (staff, senior leadership, volunteer leadership) comes up with a great idea for a new program, product, or service. Maybe it was even specifically requested by members.

[NEW ICF Whitepaper] Are You Game? The Future of Consumer Engagement in Healthcare


Featured SocialFish News Useful Data White Paper Download this new ICF International whitepaper —and put your gamification knowledge to the test. Examine examples of healthcare gaming, explore key market drivers, and predict gaming trends in achieving healthier populations. Gamification— an unlikely word that’s made its way to the forefront of the modern healthcare dialogue.

Is your social media going in the right direction?


Featured SocialFish News White PaperAre you an association or nonprofit whose been doing social media work for a while? Do you need a “gut check” to make sure you’re on the right track? Do you need recommendations for growth or infrastructure improvements? Do you need data to backup future requests for more staff or resources? SocialFish can help. Social Media Audit.

The Association Role in the New Education Paradigm


Guest post from Shelly Alcorn, Principal, Alcorn Associates – Download her excellent paper with Elizabeth Engel here. ————– I am very pleased to announce the publication of the white paper I co-authored with Elizabeth Weaver Engel, MA, CAE, “ The Association Role in the New Education Paradigm.” This paper was a labor of love and has been a number of years in the making. White PaperNo Feeds Found.

Integrating social media into the association communication mix

The Big Picture

 One Orange Feather recently released a  free white paper with primary research, statistics, and case studies. The Big Picture. A big-picture view of issues and trends affecting associations - in Mississippi and nationally. Shawn on Facebook. Shawn on Twitter. Shawn on Google+. Shawn on Pinterest. Shawn on LinkedIn. « The Forest and the Trees | Main. | The Gripman Cometh » March 14, 2012. Integrating social media into the association communication mix.

True Customer Engagement: the Leap Beyond User Experience


Debunking the Hype Demand Perspective Featured Humanize Social CRM and ROI Social, In Theory White PaperIn a recent post in the Demand Perspective blog , I wrote about Michael Schrage’s post in Harvard Business Review Blogs called Don’t Confuse Engagement with User Experience.

The State of Community Management 2014


Content Strategy From the Trenches Industry Insider Open Community Potluck Useful Data White Paper You know, it, it’s that time again! From the Community Roundtable comes the awesomest comprehensive report on communities.

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Our Gift to You! Happy Holidays from the Portage Group.

Portage Group

If you'd like your copy of Customizing the Membership Experience white paper, send us an email at dtarasca@portagegroup.com #AssnChat #Membership #MembershipExperience #WhitePaper #Customization #HappyHolidays


Membership Marketing Blog: The Membership Lifecycle Turns Five

Membership Marketing

Way back in 2007, I developed a white paper around a concept that I called the Membership Lifecycle. White Paper. (4). Membership Marketing Blog. Membership marketing – acquiring, engaging, upgrading, and renewing members – is the cornerstone for associations and relationship driven organizations. Whether you are an association professional or a relationship marketer, join the discussion on the Membership Marketing Blog and share your ideas and counsel.

The Big Picture: More Use RSS Than Have Heard Of It

The Big Picture

In doing some research, I found this interesting white paper about RSS feeds. The Big Picture. A big-picture view of issues and trends affecting associations - in Mississippi and nationally. Shawn on Facebook. Shawn on Twitter. Shawn on Google+. Shawn on Pinterest. Shawn on LinkedIn. « Free daily cartoons for your blog | Main. | RNC Names eCampaign Director » October 18, 2005. More Use RSS Than Have Heard Of It.

Riding the WAV: Useful Whitepapers for AEs and Brokers : Off Stage

Off Stage

For an information junkie like me, White Papers are the greatest thing since encyclopedias. One of the companies whose white papers I’ve appreciated (and cited in previous articles) is the Wav Group, which offers white papers on real estate technology trends. Certainly one of the Wav’s best white papers productions was the analysis of localism (geo-domain targeting trends). suggests this white paper from WAV.

The Hourglass Blog: Association Advantages for Innovation

The Hourglass Blog

Heres part three of the "innovation for associations" white paper Im helping to write while chairing the Innovation Task Force for the Wisconsin Society of Association Executives. Part one of the white paper focused on the principles of innovation we identified from the case studies--organizational traits that are necessary to create a true culture of innovation. skip to main | skip to sidebar. Saturday, August 28, 2010. Association Advantages for Innovation.

5 Free Non-profit Reports and Resources

Wild Apricot

Here is a round-up of five free reports, white papers and e-books offering insight on fundraising, resource-raising and mobile phone usage.( read more ). Donor management E-mail marketing Fundraising research

The Hourglass Blog: Barriers to Innovation in the Association World

The Hourglass Blog

In one of my last posts I shared the principles of innovation weve drafted as part of the "innovation for associations" white paper being written by the WSAE Innovation Task Force. Im sharing the draft pieces of the white paper here on Hourglass to hopefully get some feedback from a broader cross-section of the association world. Ill keep posting additional sections of the draft paper as we write them, and I encourage all of you to share your thoughts and comments.

Avoiding the False Positive

Wild Apricot

In this guest post, Elizabeth Engel and Peter Houstle introduce their newly released white paper, Getting to the “Good Stuff”: Evidence-Based Decision Making for Associations One of the biggest problems we encounter in decision-making is the problem of asking the right question.


Member Relations

Spark Consulting

Back in April, I came out with a white paper of the same name, which focuses on looking at how associations are using AMS and/or CRM to form better relationships with their members and includes case studies of three associations that have each taken a different approach to this. I’m doing my first presentation based on the white paper today at the CESSE annual meeting. My slides: You have already downloaded your free copy of the white paper, right?

Non-profit Report & Resource Round-up

Wild Apricot

Here is a brief review of five recently published research reports, white papers, e-books and guides that might be of interest to non-profit and membership organizations.( read more ). nonprofit non-profit nptech research social media

How to Grow Your Base of Support Online


Read this white paper to discover how to engage nonprofit supporters in a committed, lasting online relationship. The white paper includes a checklist of best practices for developing online supporter relationships. Download the white paper to learn: The benefits of moving offline supporters online. FREE RESOURCE for ya! Tips for using social media to engage and attract supporters.

3 tips to gain board approval for a new membership management software

YourMembership Blog

You’ve read white-papers, investigated pricing and discussed with peers, you know that membership management software will help grow your organization. You’ve done your research. This will be one of the most important decisions your organization makes as it will impact members, staff, and the bottom line. An investment of a new (or first) membership management system will need to gain board approval. Your presentation to the board will move the project.

How to Prepare Your 2021 Sponsorship Prospectus

Moery Company

We’re seeing members buying into the space because they can post videos and white papers and it allows them to schedule and host one-on-one meetings.

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What sponsors want – and don’t want – from virtual conferences

Association Success

Many associations are missing the mark – and missing revenue potential – when it comes to their conference sponsorship offerings, according to the findings in our new white paper, “The New Sponsorship Model for Virtual Events.”.

The Perfect Storm

Spark Consulting

Over the next week, I’ll be blogging about and sharing excerpts from The Association Role in the New Education Paradigm , the eighth white paper in the ongoing Spark collaborative series. The white paper concludes with practical advice for associations that are eager to get started reshaping education, the employment market, and lifetime learning for the professions and industries you serve.

2017 New Idea Search: #7 Meeting the Education Challenge


A good friend and colleague sent me her latest white paper to read. Do you want to believe in associations' ability to change the world? Do you want to help be part of innovating education for all? Are you just a little curious about how a couple of associations are rewriting their approach to education

It’s Time to Prepare Your Sponsorship Prospectus for 2021 – Association Field Report (October 16, 2020)

Moery Company

We’re seeing members buying into the space because they can post videos and white papers and it allows them to schedule and host one-on-one meetings. Your sponsorship prospectus may look different next year; now is the right time to put it all together for your supplier community.

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