Time to Review Your Membership Database?

Lori Halley 21 November 2011 0 comments

Does your organization’s year-end or New Year’s planning include reviewing or upgrading your membership database? If you have big plans for growth over the next year, it might be time (as Robert L. Weiner has suggested) to “back away from that spreadsheet”  and have a look at your membership database options.

While we all recognize that members, supporters and/or volunteers are the engine powering any association, club or non-profit, many organizations struggle to update or manage their membership and/or contact lists.  Or perhaps you have a number of well-intentioned volunteers who take turns updating spreadsheets and end up with duplicate or outdated records.

And it’s more than just keeping member records up-to-date for financial purposes alone. As Wes Trochlil suggests in his article, Is Your Database Helping You Accomplish Your Mission?

too many organizations view the database as a repository for transactional data; who has joined, who has dropped, who is attending a meeting, and so on. But by viewing the database and its data as a strategic asset, you can leverage the data and use it for advancing your organization’s mission.

Since we recognize that creating and maintaining a membership database can be particularly challenging – but “mission-critical” – for organizations with a small staff and/or volunteer-led administration, Wild Apricot has developed a Membership Database Selection Guide.

The Membership Database Selection Guide was created to help small member-based organizations, associations and non-profits that are just getting started with formally managing their member data or are realizing the need to switch systems.  The Guide includes the following sections:

Section 1 – Identifying Your Database Requirements

  • Gathering a Selection Team
  • Reviewing Goals
  • Identifying your database needs
  • Prioritizing Your Database Requirements

Section 2 – Understanding your Database System Options

Section 3 – Making Your Database Selection

  • Reviewing Database Costs
  • Selecting Your Database

This Guide offers both a process to follow as well as some useful tools to help you identify your membership database needs and determine which system or software option is right for your organization. It also offers links to other articles resources such as Capterra, an online directory of business software vendors.

Understandably, we believe that our integrated web-based Membership Management software is a great choice for small associations, non-profits, clubs and other membership organizations. But we created the Membership Database Selection Guide to help organizations through the selection process to ensure you make an informed choice that meets your specific needs.

Check out our Membership Database Selection Guide – which is only one of a number of guides, articles, white papers and e-Books included in our newly launched Membership Knowledge Hub.

After you review the Guide, come back and let us know what you think in the comments below.

Get a Special Report on Simplifying Membership Management

Enter your email and receive this special report in your inbox.
Lori Halley [Engaging Apricot] Lori Halley [Engaging Apricot]

Posted by Lori Halley [Engaging Apricot]

Published Monday, 21 November 2011 at 9:32 AM

Get a Special Report on Simplifying Membership Management

Enter your email and receive this special report in your inbox.
Sorry, this blog post is closed for further comments.

Search: WildApricot.com 

About results ( seconds) Sort by: 
Sorry, an error occured when performing search.