The Aptify Blog
The Aptify Blog is an honest and informative collection of articles to help association executives solve their most pressing issues.
Your Playbook to Getting Started with a New System The implementation phase is that difficult time where a lot of work has to happen before you can reap the rewards of your new system. There are long hours, conflicting ideas, and various obstacles along the way. The excitement from the selection process starts to wane and you’re faced with new processes, new procedures, and new things to learn. But the news isn’t all bad. This is a time of opportunity.
Selection is over and your decision is made. Is it time for a breather? No, not yet. It’s time to make sure your organization is prepared for the four biggest challenges in the software migration process.
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Months ago you realized it was time for new membership software—your staff couldn’t easily run reports, you didn’t trust the data you had to make solid decisions, the interface was confusing and, let’s face it, kind of ugly. So you went out and found a better option, got board approval, signed the contract, and are ready to implement. Implementation is the final hurdle before you can breathe that sigh of relief and put a system change behind you. But rest and relaxation (ok, maybe it’s not that euphoric, but at least the chance to not constantly think about changing systems) will only get further away if you fall into some common implementation pitfalls.
If your duty is to serve your members with the utmost quality and care, you’ve likely considered implementing membership software to help you get the job done.
Thanks to modern marketing, my personal inbox has been filling up with pleas from a host of organizations wanting me to join. (I suspect that one-time donation back in November put me on a list that has triggered an open invitation to my Gmail, but that’s another story.) Some of these emails have even worked, and I’ve joined a few groups in recent months. What I’ve learned is that the groups I’ve become most engaged with are those that not only got me to read their email and join, but who involved me after I hit the “Join Now” button.
Membership recruitment is a never-ending project. Every year, members leave your association—they retire, change jobs or professions, go out of business, lose their professional development budget, or just vanish for unknown reasons. As members go out the back door, you have to keep new ones coming in the front. What strategies will guide your plan for recruiting these new members? And what tactics will you use to achieve your recruitment goals?