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Membership management software is the hub for much of your organization’s activity. It’s where your staff goes to manage your members, and where your members go to engage with your organization. Staff and members interact with the system constantly. So it’s in your best interest to facilitate a smooth experience for all parties.
Finding the right membership management software for your organization takes time and thorough researching efforts. The one underlying thought to keep in mind is, "will this improve my member engagement/experience?" What follows are these 6 questions to help identify which MMS software is best for your organization.
Any plan is only as good as your ability to execute it. Without board approval for the purchase of a new membership management software, your plans to promote the long-term viability of your organization are all but dead in the water. It stands to reason, though, that your board is as invested in organizational growth as you are, which is a good thing!
That common ground likely means that board members will be open to proposals that put your organization on the path to continued or renewed success. Presenting your desired membership management software using the following 5 steps should make adoption and investment a no-brainer.
The final (and likely selling) point of your board presentation revolves around the estimated cost of the prospective membership management software. Now it’s time to move beyond estimations and get down to brass tax. The following 4 steps will put you and your organization on the path to a manageable budget and organizational growth.
You’ve secured board approval. You’ve set a workable budget. What’s left to do? See if anyone wants to do business with you, of course! How might one do that, exactly? Crafting a solid Request for Proposal (RFP) is a good start. Including the following 4 sections in your RFP will go a long way in introducing your organization and its expectations effectively.