Strategic Planning

Now, more than ever, associations are facing rapid change and multifaceted internal and industry challenges. Associations must have a strategic plan to not only sustain today’s operations but to ensure they thrive in the future. Yet, navigating this process and ensuring every stakeholder’s voice is heard can be a significant challenge.

We facilitate inclusive opportunities that empower your members and stakeholders to help shape your association’s future. We’ll collaborate closely with your leadership to gather and analyze key insights, bring the right voices together, and lead strategic planning sessions grounded in robust data and real-world input.

During our sessions, we guide your stakeholders to pinpoint critical member needs, forecast industry shifts, and uncover key opportunities. We then develop an actionable roadmap with measurable milestones to help you track and gauge success.

Our commitment doesn’t end with the strategic plan. We can further assist you in embedding the strategy throughout your association, ensuring that leadership, staff, and volunteers remain aligned on the same path.

Our strategic planning services can be customized based on your association’s unique needs.

    • Targeted member surveys and needs assessments

    • In-depth focus groups and interviews

    • Comprehensive stakeholder mapping and environmental scanning

    • Dynamic and inclusive strategic planning session facilitation

    • Identification of meaningful metrics and KPIs

    • Engaging follow-up sessions and collaborative feedback loops

    • Impactful stakeholder communication and alignment meetings

    • Robust documentation of plans and supporting materials

    • Seamless integration into budgets, operating plans, and committee workflows

    • Empowering implementation workshops and leadership training

    • Proactive ongoing strategy review and continuous improvement

Member Experience Optimization

Member expectations are constantly evolving in today’s fast-paced, technology-driven world, creating both challenges and opportunities for associations. Many associations struggle to keep pace with these changes while delivering consistent, frictionless experiences for every member.

Recognizing that the member journey varies from lifelong engagement to one-off interactions like conference registrations, we tailor our approach to capture every nuance.

Our Member Experience Optimization services help your association take a holistic look at the member experience. We conduct an objective assessment of the member experience from your members’ perspective, gathering feedback and actionable insights through thoughtfully targeted surveys, focus groups, and interviews.

We pinpoint friction points and areas of disengagement and identify opportunities to build on your association’s strengths and elevate every touchpoint along the member journey.

With data-driven insights and focused recommendations, we work with your staff and volunteers to transform the member experience – boosting satisfaction, engagement, and retention while strengthening the overall impact of your association.

    • Holistic mapping and assessment of membership and event processes

    • Comprehensive review of the lifelong member journey

    • Evaluation of non-member and lapsed-member experiences

    • Critical analysis of key communications

    • Targeted member surveys and needs assessments

    • In-depth focus groups and interviews

    • Identification of key opportunities to elevate engagement and satisfaction

    • Collaboration with staff on process and technology enhancements

    • Partnership with volunteers and leaders on governance improvements

    • Actionable recommendations and a roadmap for implementation

    • Ongoing evaluation and iterative refinement of the member experience strategy

Custom Consulting Solutions

Every association is unique, with challenges ranging from governance complexities to operational inefficiencies and organizational change. Whether you’re a small association or a large one, or whether you rely on an in-house staff team or partner with an Association Management Company, our consulting solutions are tailored to address your association’s specific needs.

We work closely with your team to diagnose the root of your challenges, offering strategic insights that lead to practical, tailored solutions. Drawing on advanced academic training in Management Consulting and professional experience as a Certified Association Executive (CAE), our consulting services balance analytical rigor with stakeholder engagement to drive creative problem-solving.

Whether it’s refining governance processes, streamlining workflows, or managing transformative change, our approach ensures that the solutions are not only well-crafted but also effectively implemented, empowering your association to overcome obstacles and thrive.

    • Governance

    • Board development

    • Committee development

    • Membership

    • Events and education

    • Marketing and communications

    • Fundraising and sponsorship development

    • Volunteer engagement

    • Technology integration

Take the First Step

Reach out to start the conversation about your association’s journey toward new horizons. Let’s set up a time to explore your goals, challenges, and how we can work together to map out your path forward.