Services

Services for all association and non profit organizations can be customized to meet each organization’s individual needs.

Essential Association and Non Profit Management Services

Align operations and activities to align with association’s mission.
Build relationships with partners, vendors, volunteers, colleagues and members.
Develop systems to promote innovation and improve operational effectiveness.
Analyze stakeholder feedback to ensure that programs, products, and services are consistent with evolving member needs.
Implement short and long term organizational priorities aligned with the strategic plan.

Serve as liaison with the board and executive committee to implement the board’s policy and vision.
Establish and maintain a volunteer recruitment, training, recognition and develop a volunteer succession plan.

Develop, recommend, and oversee organizational financial and business planning to achieve strategic objectives.
Follow internal control policies and procedures and make recommendations to prevent and address financial/accounting irregularities and inappropriate fund accounting.
Daily, monthly and annual financial management duties, including
- Budgeting and Planning
- Long Term Goal Analysis
- IRS Compliance Reporting
- Investment Strategy Development and Implementation
- Monthly Financial Statements
- Insurance Policy Oversight
- Facilitate An Annual Independent Review and Audit

Analyze data to assist in identifying appropriate non dues revenue generating vehicles for accomplishing organization goals.
Establish a development framework, such as foundations, endowments, annual giving, and grant writing to align with and advance the organization’s mission.
Implement a sponsorship strategy that involves working collaboratively with interested sponsors to create bundled packages tailored to their budget, interests, and market.
Management special fundraising events, including:
- Silent Auctions
- Golf Tournaments
- Fashion Shows
- Charity Dinners
- Online Giving
- Year End Donation Drive

Identify the needs and views of current and potential members to create and prioritize effective strategies for member engagement.
Develop, implement and manage membership recruitment and retention programs to meet membership goals.
Raise awareness of the ethical standards to foster a community which encourages members to identify and adhere to the ethical standards of professional conduct.

Develop relevant programs, products, and services that align with the organization’s strategic goals and vales while responding to the needs and interests of the stakeholder.
Direct and evaluate needs assessments and market research to evaluate the feasibility of introducing, modifying, or discontinuing programs, products, and services.
Formulate and implement marketing plans to increase awareness and participation in programs, products and services.
Manage planning, logistics and operations to achieve successful meetings and events.
Design and implement methods to measure outcomes and improve future educational events.

Assess the needs and interests of the stakeholder to develop relevant professional development programs, products and services.
Manage credentialing programs that define and promote professional standards for members.
Ensure credentialing programs meet technical standards to remain valid and reliable.
Evaluate and plan the use of multiple methods and delivery systems to appropriately address all member needs.

Monitor and collect relevant information to support the organization’s public policy objectives.
Adapt public policy strategies to changing circumstances to remain current and achieve organizational goals.
Mobilize grassroots advocacy program to advance the organization’s public policy agenda.
Build and nurture relationships with partners and allies to address issues of common interest.

Define the scope of the market and identify target segments to ensure that marketing strategies are met.
Identify channels for brand expansion and awareness to expand markets.
Formulate and articulate appropriate responses to inquires from the media and the public to ensure that all relevant parties are properly informed.
Establish a policy for responding to external factors and capitalizing on opportunities.
Manage publications, formats, business models, and delivery systems to meet the diverse needs and interests of members and stakeholders.
Work with authors, editors, reviewers, and advertisers to develop and produce organization publications in accordance with established policies.
Establish brand standards to define the features, benefits and values of the organization to stakeholders and other audiences.
Integrate the brand in all programs, services and activities to reinforce the organization’s value.