Free Tools

Welcome to our list of free tools, templates and other interesting titbits. These are some of the tools we use when we work with our clients. If you are looking for some assistance with your strategy development, membership, partnerships or sponsorship please get in touch. We'd be happy to have an obligation free chat about how we can help.

    Organisational Strategy On A Single Page (PDF Template) 

    This template provides a framework for a single page organisational strategy. Contact us to find out how our strategic planning workshops can help you fill in the blanks. 

    Membership Strategy Development Framework (PDF Template) 

    This one page framework shows the elements that need to be considered when developing a membership strategy. Contact us to learn more about our membership strategy development workshops.   

    Setting Realistic Membership Targets (PowerPoint Slide Deck) 

    This is a slide deck that illustrates an exercise we use to demonstrate realistic target setting. Contact us to learn more about how we can help you ensure your targets are realistic - or for help developing strategies that will make those stretch targets more achievable.

    Basic Membership Statistics Calculator (Excel Calculator) 

    This Excel spreadsheet will assist you to calculate your basic membership statistics including your retention rates, growth rates, and average tenure. If you are having challenges working out your statistics, or working out what statistics you should be tracking, contact us for help.

    Creating Compelling Sponsorship Proposals (Whitepaper) 

    This whitepaper provides a comprehensive structure for sponsorship proposals and your cover letter. This is a great tool for ensuring you are creating a great proposal. If you would like to ensure your proposal, and your overall approach to partnerships and sponsorship, is as successful as possible please contact us. We have a range of support options available.

    Membership is Dead? (Whitepaper) 

    A whitepaper about the future of membership associations that is useful as a briefing tool for Boards. If you would like an in-house briefing tailored specifically to your association contact us to speak further. 

    Membership Managers Handbook: 2018 Edition (E-BOOK)

    A comprehensive guide to effectively recruiting and retaining members. If you would like assistance ensuring you are implementing the processes, strategies, and ideas within this handbook effectively, please contact us about our membership consultancy services.

    Recommended Reading List (Article) 

    A list of books and publications worth checking out if you are interested in association, membership, and related topics.

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