How to Create a Vision for Your Membership Based Organization

Updated: Mar. 23, 2017  

Is your membership organization where you want it to be in terms of members or income? If not, consider creating a well-defined vision for improving your group.

You may have vague goals, such as increasing members, but do you know how many members you want to add? Do you have a defined monthly or yearly number you can measure your association against?

In order to have a successful membership organization, you need to evaluate the current status of the group, define what you want to improve, and then create a plan to achieve those goals.

Identify the Problem

So where are you now?

Start with an evaluation phase to figure out how to super-charge your membership organization. This is a more important piece of the puzzle than you might initially think.

Why? Because without an honest look at the real problems plaguing your organization, your solutions will always be out of whack... and the results you get from implementing these solutions will reflect that fact.

The Evaluation - Start with Membership

To identify the areas you need to concentrate on improving for your organization, you will need to really think about the issues you currently face.

  • How many members do you have? How many did you have last year, and the year before? (Review your association’s records or membership management software to get this data.)

  • How many people are in your prospect database?

  • What is the average member and prospect attendance at your meetings?

  • How long have your fellow board members held their current positions?

  • How do you currently recruit new members?

  • How do you manage association members – manually or with membership management software such as StarChapter?

Membership is just one aspect of your organization. After answering these questions, move on to other areas such as income and the technology tools your association uses.

Using Your Answers to Create Your Vision

Review your answers to pinpoint the areas within your organization that need attention. By recognizing what isn’t working, you can translate those items into your vision.

If you noted the membership answers you provided are lacking, first decide what a successful membership looks like. Next, determine what steps you can take to improve in the upcoming year.

Action items may include creating a new recruiting process or starting to use association management software.

Do you need inspiration to get started? Ponder this quote:

“If you don’t know exactly where you’re going, how will you know when you get there?”
Steve Maraboli, Life, the Truth, and Being Free

Now, start creating your vision for your membership organization.

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