Member Administration Staff

Description

Includes Communications and Marketing Staff, Membership Staff, Professional Practice Staff, Conference Staff, Data Staff (part of the Research team), Association Governance, Federal Gov Affairs and Finance Staff. These departments are heavy users of the system, focusing on member engagement, transactions, external communications, and professional practice.

Current Processes

• Communications and Marketing Staff: Managing marketing campaigns, communications, and member engagement.
• Membership Staff: Managing member relationships and resources.
• Professional Practice Staff: Supporting NP practice and professional development.
• Conference Staff: Organizing and managing conferences and events.
• Data Staff: Conducting and analyzing research data to support organizational initiatives.
• Federal Gov Affairs Staff: Managing federal legislative agenda, grassroots efforts, and PAC operations.
• Association Governance Staff: Overseeing governance processes and supporting board activities.
• Finance Staff: Managing budgeting, transactions, financial reporting, and compliance.

Future Processes and Capabilities

• Processes: Enhanced member engagement, streamlined communication tools, improved advocacy tracking, efficient event management, and advanced financial management.
• Capabilities: Integrated CRM, advanced marketing automation, real-time advocacy analytics, comprehensive event management features, and automated financial transactions.

Security/Access

• Access Levels: Full access to marketing, membership, advocacy, practice management, event management, research analytics, and financial tools.

Features of the System

• Relevant Features: CRM, marketing automation platforms, advocacy tracking tools, practice management systems, event management platforms, data analytics tools, financial management software.
• Criticality: High, essential for member engagement, advocacy, professional practice, event management, research, and financial operations.

Tasks

• Managing marketing campaigns (Marketing)
• Engaging with members and managing resources (Membership)
• Supporting professional development and practice standards (Professional Practice)
• Organizing and managing conferences and events (Conference)
• Conducting and analyzing research data (Data)
• Managing federal legislative agenda, grassroots efforts, and PAC operations (Federal Gov Affairs)
• Managing budgets, transactions, and financial reports (Finance)
• Managing governance processes (Governance)

Automations

• Automated marketing campaigns, personalized member communications, real-time advocacy updates, practice alerts, event scheduling and management, data analysis, financial transaction recording.

Pain Points

• Limited integration between marketing and member management
• Manual processes for advocacy tracking
• Complex event management
• Limited tools for managing practice standards
• Time-consuming data analysis
• Manual financial transaction recording
• Complex governance processes

Wishlists

• Integrated CRM and marketing automation
• Advanced advocacy tracking tools
• Enhanced event management features
• Comprehensive practice management tools
• Automated data analysis
• Automated financial transactions
• Advanced governance platforms

Historical User Feedback

• Department: Various
  • "Marketing staff need better integration with member management."
  • "Membership staff require automated member engagement tools."
  • "State government affairs staff need advanced advocacy tracking."
  • "Professional practice staff require better tools for managing standards."
  • "Conference staff need efficient event management tools."
  • "Data staff seek advanced analytics and data integration."
  • "Finance staff need automated financial management solutions."
  • "Governance staff seek streamlined governance processes."

Approvals / Signoffs

Role	Name	Signature	Date
Business Analyst
Technical Lead
Stakeholder