You’re trying to make things better at your organization, but it seems like you’re running in circles. You might have even picked up the best tools (ahem … memberplanet) but might not be using them to your full advantage. If you’re ready to pull all your hair out, read this for some membership-management relief.
1. Start by organizing your members
Use membership levels to organize your members. Membership isn’t necessarily a one-size-fits-all option, and that’s okay. Nonprofits often raise the most if they allow members to give the maximum donation they can (and are willing to) offer, instead of pigeonholing them into one or two static rates.
That means the generous guy or gal willing to donate a couple grand can be part of one membership level (a really fancy one), while folks with a smaller budget may be able to access basic membership for $20. Some organizations even offer free memberships in the hope that these upgrade to paid status later on.
For members who opt to pay manually, or those who are past due, send reminder emails to keep them informed, which brings me to my final point on member levels -- communicate to members using the levels, types and auto renew statuses. Your messages should be targeted to specific recipients, whether those are your top-tiered members, lapsed members, or another list based on variable data.
memberplanet users: Here are support documents on how to set up membership levels if you haven’t already. Smart Lists allow you to segment your distribution lists so you can target your communication based on variable data. Use the membership tools to your advantage to set up automatic renewals, offer free memberships, and more.
2. Get mentally organized to save time and sanity
Take a step back, clear your mind, and get organized. There are a lot of excellent organization tips online, such as Peter Economy’s, the Leadership Guy at Inc. Here’s our own specific to-do items that directly apply to managing your group:
Now that you’ve got some targets, recognize the fact that you’re not likely to hit them unless you use a calendar. Whether it’s a smartphone app or a physical appointment book, a calendar is great way to get organized and hit consistent deadlines.
Note to memberplanet users: Our free app allows you to accomplish admin tasks on the go. If you find yourself tied to your desktop most of the time, download it on the App Store or Google Play and give it a whirl.
3. Delegate the right tasks – and know which ones to do yourself
Delegation is simple – but if you’re not doing it right, you could be wasting even more valuable time. First, you need to identify the tasks you should delegate and the ones you shouldn't. Here’s some of the best stuff to pass off:
It’s important to let go of some of these jobs, even if you love or have gotten used to doing them.
memberplanet users: You can assign an unlimited number of admins. Share the load with those who can take on the responsibility.
Whether your organization has 20 members or 20,000, it pays to stay organized, as well as to make sure the memberships you offer are flexible and diverse enough to attract a variety of supporters. Managing membership can be tough, but it doesn’t have to be a hair-pulling experience.
Log in to your account today to explore new ways to help your organization succeed.