Corporate Council

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Approved for development

Summary

The American Association of Nurse Practitioners (AANP) Corporate Council provides companies with exclusive opportunities to connect with over 385,000 licensed nurse practitioners (NPs). Membership offers direct engagement with AANP leadership, marketing and communication benefits, participation in conferences, and opportunities for research and advocacy. In addition to the Corporate Council, AANP offers various partnership opportunities, including advertising, project-based partnerships, collaborative alliances, educational opportunities, research opportunities, and conference sponsorships. This document outlines the business requirements for managing Corporate Council memberships and partnerships efficiently, ensuring automated and streamlined processes for both internal and external users.

It can be a bit confusing to understand the differences between Corporate Council and Partnerships.

The Corporate Council offers a structured membership with tiered benefits, focusing on long-term engagement and strategic collaboration with AANP leadership and members.

Corporate Council memberships are priced from $3,000 to $20,0000 per year. Therefore, they are more often than not paid by check or wire transfer with a provided invoice rather than through a online portal with a credit card. There are a few CC members that pay partial payments allocated throughout the year, and their membership start date is at the date of commitment not when paid.

Partnerships, on the other hand, are more flexible and project-specific, allowing companies to engage in various collaborative activities such as advertising, research, and education without the structured membership framework. Partnerships may not have related financial transactions, but may have a contractural agreement that needs to be tracked.

Currently the Corporate Council participates in the National Conference, making purchases like exhibit booths and product theaters, focus groups, and other opportunities. Partnerships may also participate in the National Conference, but may not have the same level of engagement as Corporate Council members. However, while these ARE paid opportunities, they are currently tracked outside of Aptify, with our external conference management partner.

While these types of activities are happening outside of Aptify, we'd like to opportunity to track these items manually (or automated) within Salesforce moving forward.

Key Benefits of Corporate Council Membership:

1. Direct Engagement with AANP Leadership:

   • Annual meetings with AANP executive staff.
   • Access to NP perspectives through focus groups.

2. Marketing and Communication:

   • Recognition in AANP publications and newsletters.
   • Discounts on sponsorship opportunities.
   • Listings on the AANP website with links to corporate websites.

3. Conferences and Meetings:

   • Invitations to Corporate Council Luncheon and other meetings with AANP leadership.
   • Priority notifications and points for exhibit space at AANP conferences.

4. Research and Advocacy:

   • Opportunities to conduct market research through the NPInfluence Survey Program.
   • Access to federal and state government teams for advocacy coordination.

Partnership Opportunities:

1. Advertising Opportunities:

   • AANP e-Bulletin
   • AANP SmartBrief
   • Journal of the American Association of Nurse Practitioners (JAANP)
   • JAANP Resource Center
   • The Journal for Nurse Practitioners (JNP)
   • Conference Advertising

2. AANP Affinity Program:

   • Offers member-only savings on products and services from selected reputable retailers.

3. Project-based Partnerships:

   • Collaboration on specific projects or initiatives impacting NPs, patient care, or healthcare.

4. Collaborative Alliances:

   • Partnerships with organizations and healthcare leaders to improve public health and increase NP role visibility.

5. Educational Opportunities:

   • Accreditation for Continuing Education (CE) Activities
   • CE Activity Funding
   • Educational Opportunities at Conferences

6. Research Opportunities:

   • NP Influence: Survey program targeting NPs.
   • Data Collection Program: Sampling NP conference attendees for research.

7. Conference Opportunities:

   • Sponsorship, advertising, research, education, and exhibiting opportunities at AANP conferences.

Requirements

Internal User Requirements

1. Prospective Member Tracking:

   • As an Internal User, I should be able to track prospective corporate council members as leads.
   • As an Internal User, I should be able to track new corporate council prospects and build a sales pipeline to manage acquiring new members.

2. Onboarding and Membership Management:

   • As an Internal User, I should be able to onboard new corporate council members by capturing their company details, primary contacts, and membership level in the system.
   • As an Internal User, I should be able to associate multiple contacts from member organizations (accounts) and track changes over time with alerts when contacts leave.
   • As an Internal User, I should be able to create an invoice that can be viewed online and downloaded by a Corporate Council prospect to provide payment for membership via check or wire transfer.
   • As an Internal User, I should be able to create an invoice that can be viewed online and downloaded by renewing Corporate Council members to provide payment for membership via check or wire transfer.
   • As an Internal User, I should be able to create an invoice that is visible to an external user for review once the renewal application or new application is completed and received. A check or wire transfer will be taken and once confirmed, the new or renewing Coporate Council membership is given a custom start and end date as requested by the company.

3. Automated Communications:

   • As an Internal User, I should be able to generate automated communications like renewal reminders, event invites, and acknowledgment emails through the system.

4. Document and Contract Management:

   • As an Internal User, I should be able to upload relevant documents and link them to the appropriate corporate council member or partnership record for easy access and record keeping.
   • As an Internal User, I should be able to track and manage contractual agreements for partnerships that do not involve financial transactions.

5. Reporting and Analytics:

   • As an Internal User, I should be able to run customized reports on metrics like membership retention, engagement levels, and ROI to evaluate program performance over time.
   • As an Internal User, I should be able to access insights and dashboards that provide a holistic view of program performance, opportunities for improvement, and next best actions.

6. Collaboration and Partnership Management:

   • As an Internal User, I should be able to collaborate with other teams on partnership management by viewing participating contacts, meeting updates, and obligations in one centralized system.
   • As an Internal User, I should be able to track partnership metrics like participation rates, goals achieved, and ROI over multiple years in the system.

7. Integration and Event Management:

   • As an Internal User, I should be able to integrate the system with finance/billing platforms to facilitate seamless invoicing and payment processing for members.
   • As an Internal User, I should be able to manage events, track registrations, and generate attendance reports for member-based programs and conferences directly within the system.

8. Automated Campaign Workflows:

   • As an Internal User, I should be able to configure automated campaign workflows to streamline outreach and communications based on lead scoring and behavior over the membership lifecycle.

External User Requirements

1. Contact and Membership Management:

   • As an external user, I should be able to complete a form to show interest in joining the corporate council resulting as a lead in the backend system.
   • As a Corporate Council Member's Associated Contact, I should be able to update my organization's contact details directly through an online portal if needed.
   • As a Corporate Council Member's Associated Contact, I should be able to view my organization's membership history, uploaded documents, and details in one centralized portal for easy reference and record keeping.

2. Automated Communications:

   • As a Corporate Council Member's Associated Contact, I should be able to receive automated communications that keep me informed about important updates, events, and renewal reminders regarding my membership.

3. Event Registration:

   • As a Corporate Council Member's Associated Contact, I should be able to RSVP and register for events (such as the Winter meeting) through a simple online process within the system.

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Assumptions

• All Internal and External Users will be included in the Personas definition.
• Timelines will follow as outlined in each requirement.

References

1. Corporate Council Membership Overview
2. Corporate Council Membership Application
3. Partner with AANP
4. Corporate Council Brochure (File: Corporate_Council_Brochure.pdf)
5. VIDEO - I2C Discovery Session
6. VIDEO - AANP Application Walkthrough

Appendix

Data Points Captured During Onboarding

1. Membership Period:

   • Starting and ending month and year of the desired 12-month membership period.

2. Member Categories and Annual Dues:

   • Membership level (Platinum, Gold, Silver, Bronze).

3. Company Information:

   • Company Name
   • Industry
   • Therapeutic Area(s) of Focus
   • Does the organization hire NPs?
   • Does the organization require submission through a grant or sponsorship portal?
     • If yes, a direct link to the portal.

4. Primary Contact Information:

   • Contact Person
   • Title
   • Email
   • Additional Contact Person (optional)
     • Title
     • Email
   • Address (Address1, Address2, City, State, Zip Code)
   • Phone
   • Company Link
   • Company Description

5. Document Uploads:

   • Company Logo (high-resolution EPS file)

6. Payment Information:

   • Instructions to make checks payable to AANP and the mailing address.

7. Membership Checklist:

   • Complete Membership Application or Letter of Agreement.
   • Submit company logo to a specified email.
   • Submit website link and company description for AANP's Corporate Council webpage.

8. Authorization and Agreement:

   • Signature
   • Date
   • Authorized Representative Name
   • Title
   • Acceptance of terms

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This document provides a comprehensive overview and detailed requirements for managing Corporate Council memberships and partnerships efficiently. If there are any additional details or further clarifications needed, please let me know.

Approvals / Signoffs

Role	Name	Signature	Date
Technical Lead	Jeff Sikes	JS	07/26/2024
Stakeholder	Titi Ogunmakinwa	TO	08/16/2024