Association Resources



Chapters or components add a whole new layer of complexity to your association. Through AMS or CRM integrations you can bring full transparency and operations efficiency to your organization while setting your chapters up for success.


Get Your Dues Process Under Control — Small Steps Toward Solving a Big Chapter Challenge
Presenter: Kyle Bazzy, Director of Growth, Billhighway
Does your chapter dues process take too long? Cost too much money? And just to add a cherry on top, it’s a nightmare to manage? If you collect your dues or other payments at the local/chapter level, then this webinar is for you!
Presentation | On Demand | Dues Process Next Steps

Show Some TLC to Your Chapter KPIs
Presenter: Kyle Bazzy, Director of Growth, Billhighway
In this webinar, we’ll dive deep into leading and lagging KPIs and their importance in developing effective dashboards to monitor chapter performance.
Presentation | On Demand | Chapter KPI Workbook

Creating a Stellar Chapter Development Plan
Presenter: Kyle Bazzy, Director of Growth, Billhighway
In this webinar, we’ll walk through an example of a chapter development plan created by a fellow CRP. You will leave with a template to create your very own chapter development plan.
Presentation | On Demand | Chapter Development Plan Template

Top 8 Chapter Resources You Need
Presenter: Kyle Bazzy, Director of Growth, Billhighway
In this webinar, we’ll provide you with key takeaways and resources that YOUR CRP PEERS indicated (in a survey) that they need, but can’t find.
Presentation | On Demand

Chapter Engagement: 5 Trends for 2017
Presenter: Kyle Bazzy, Director of Growth, Billhighway
In this week’s webinar, we’ll explore 5 ways to increase engagement at the chapter level by providing them with a foundation for success.
Presentation | On Demand

Rowing the Same Direction: How ACG Has Aligned Global & Chapters
Moderator: Kyle Bazzy, Director of Growth, Billhighway | Presenter: Gary LaBranche, former CEO at ACG
Join us for our Q&A with Gary LaBranche, former CEO at the Association for Corporate Growth. We discuss the challenges faced by ACG and how those challenges impacted relationships with chapters. As well as, the key resources, technologies and services essential to ACG’s successful transformation.
Presentation | On Demand

2016 Webinar Finale: Top 10 Takeaways for Chapter Based Associations
Presenter: Kyle Bazzy, Director of Growth, Billhighway
In case you missed any of our previous webinars, we’ll recap our best tips, tricks and advice from 2016.
Presentation | On Demand

Membership Series – Part 2: Auto-Renewals & Monthly Installments Could be a Membership Game Changer
Presenter: Kyle Bazzy, Director of Growth, Billhighway
In part 2 of the membership series, we’ll discuss the benefits, the pitfalls and how to get started and/or optimize your current auto-renewal and monthly installment processes.
Presentation | On Demand

Membership Series – Part 1: What Can Joint Membership Do For You?
Presenter: Kyle Bazzy, Director of Growth, Billhighway
In part 1 of the membership series, we’ll discuss the benefits, the pitfalls and how to get started and/or optimize your current joint membership process.
Presentation | On Demand

Webinars (cont.)

Chapter Dashboards – Part 3: Data Utilization – How To Share & Leverage Your Data
Presenter: Kyle Bazzy, Director of Growth, Billhighway
In Part 3, we’ll discuss how to share the data you’ve already collected, how to leverage it to make data-driven decisions and provide examples of what other organizations are doing with their data.
Presentation | On Demand

Chapter Dashboards – Part 2: Gather, Rather Than Hunt For Your Data
Presenter: Kyle Bazzy, Director of Growth, Billhighway
In Part 2, we’ll discuss how to find the data. You’ll learn how to identify the status of current data processes, steps to improve the data gathering process, and learn tools other organizations are using.
Presentation | On Demand

Chapter Dashboards – Part 1: What’s Measured Is Real
Presenter: Kyle Bazzy, Director of Growth, Billhighway
In Part 1, we’ll discuss the process for identifying key metrics. What should your chapters be focusing on? What are the top metrics to track? We’ll also dive into internal communication and buy-in for dashboards.
Presentation | On Demand

Chapter Collaboration: National & Chapters Are NOT On Different Planets
Moderator: Kyle Bazzy, Director of Growth, Billhighway
Presenter: Chip Deale, FASAE, former CAE at FEI
Do you find communication to be a big obstacle for your chapter-based association? If so, join us as we walk through building and restoring trust in relationships between national and chapters.
Presentation | On Demand | Volunteer Handout | Affiliation Handout

Are You Haunted by Volunteer Turnover & Burnout?
Presenter: Kyle Bazzy, Director of Growth, Billhighway
Walk through our spook-tackular webinar (because it’s October so why not!) where we dissect common reasons for volunteer turnover and burnout. We’ll discuss tactics and strategies to combat these challenges and how to get ahead of them in the future. Unfortunately we had technical difficulty for a minute during the webinar. Please be patient and the sound will return shortly Presentation | On Demand

Components as Drivers of Recruitment, Retention and Engagement
Moderator: Kyle Bazzy, Director of Growth, Billhighway
Presenter: Dresden Farrand MPA, MPP, CAE, Former Director of Membership & Chapters at CoSN
Former CoSN Director of Membership & Chapters, Dresden Farrand, walks us through how her and her team leveraged their components to see great increases in revenue, member retention, chapter acquisition and more. Presentation | On Demand

Explore the Mystical World of Chapter ROI
Presenter: Kyle Bazzy, Director of Growth, Billhighway
Unicorns are impossible to find. ROI doesn’t have to be. This webinar explores the challenges that get in the way of tracking and driving chapter ROI and how the right data can be your best friend. Unfortunately we had technical difficulty and are missing the first 15 minutes of the recording. Presentation | On Demand

Local Components & Successful Associations
Presenter: Kyle Bazzy, Director of Growth, Billhighway
How do you get your entire association on the same page? Overcome obstacles? Utilize the franchise model? Kyle will take you step-by-step to show how to make local components work for you. Presentation | On Demand

Component Relations Reporting: What Headquarters Needs
Presenter: Carol W. Bowers, Paula Cozzi Goedert, David T. Iams & More
Understanding your chapter roles in relation to the Parent is important when communicating and reporting. Find the solution to effective communication strategies. Presentation

5 Dysfunctions of Chapter-Based Organizations
Presenter: David Hsu, Director of Charities & Higher Education, NationBuilder
Discover the five most common dysfunctions chapter-based organizations face. David highlights issues like inefficient and rogue chapters, bottleneck leaders, and difficult engagement. Presentation | On Demand

Tools & Templates

7 Ways to Make Chapter KPIs Successful: A Workbook for Measuring, Gathering and Sharing Data
Want to make your chapter KPIs successful? Need help measuring, gathering and sharing data? In this workbook, we will lead you through developing KPIs and dashboards, analyze your current gathering process, and teach you how to share and leverage your data. Download

Chapter Development Plan for 2017
The purpose of creating a chapter development plan is to to increase visibility of what’s working, create a single version of the truth, and identify specific areas of improvement. Follow our template to create your very own chapter development plan. Download

Chapter Survey Starter Questions
Surveying your chapter leaders or volunteers can lead to great insight and dialogue between the chapter and headquarters. Asking the right questions is key to receive responses that are quantifiable and actionable. Download

Chapter ROI Assessment
Take a five minute Chapter ROI Assessment to learn the state of your chapter revenue pipeline. Help start the conversation by identifying each stream that provides incoming revenue for your organization. Download

Volunteer Guiding Principles Handout
Handling volunteers can be challenging for an association, they are often the people who keep your organization going. The volunteer guiding principles handout will dive into five key topics to improve your communication and operations. Download

Principles of Affiliation & Operating Framework Handout
Ensuring that your organization has an operating framework in place to outline the governing relationship between the national organization and the member affiliates/chapters is critical to the success of the organization as a whole. Use these guidelines and key concepts to help draft a successful Principles of Affiliation. Download




Driving Chapter Value Whitepaper
In this whitepaper, you’ll find real stories of how other CRPs invested in their chapters, benefits to national and chapters, and tips and tricks to kick off your own initiatives. Download

Chapter Dashboard
& Data Metrics

In the Chapter Dashboard & Data Metrics handout, we share industry articles to help you identify what data is most important, meaningful and actionable to your association.

Chapter Engagement
In the Chapter Engagement handout, we investigate models of engagement outside traditional chapters. We’ll share industry articles and case studies to help engage your members.

Chapter Dashboard
It can be challenging to know your next move, whether you have a chapter dashboard or are just getting started. Follow our step-by-step evaluation to improve the state of your chapter dashboard.

CRMUG Case Study
Higher Logic provides a case study of Dynamic Communities, Inc. to show how an organization with chapters implemented community software to encourage and facilitate better networking and communication.

Data Whitepaper
These days every organization is thirsty for a steady supply of nutritious data to help it grow and prosper. Learn more about how to collect, store, and analyze data for your association.

Automation Whitepaper
Is your association seeking ways to improve the programs, products and services you offer members? Automating time-consuming functions can free up your association’s staff and resources. Download

Components & The Race To Membership Whitepaper
Author: Erik Schonher & Trevor S. Mitchell
Marketing General Incorporated (MGI) shares 10 tips to develop and effectively use components in membership marketing.

Association of the Future is in the Room Today
Author: Bob Harris, CAE
Bob provides free governance tips to build your association for the future. Learn about governance, strategy and smart practices today.

2016 Membership Marketing Benchmarking Reports
Author: Marketing General, Incorporated
The 2016 Membership Marketing Benchmarking Report will be of value to anyone involved in membership marketing or association management.


Chapter Performance Dashboard: Right Side Up
Author: Peter Houstle, Mariner Management & Marketing, LLC
Starting small when it comes to chapter dashboards is usually a good place to start. Peggy and Peter from Mariner Management & Marketing, LLC breaks down the metrics that can be applied to chapter activities. Learn More

What Does Paying National Dues Do For Me?
Author: Cynthia D’Amour, People Power Unlimited
What if chapters are actually your lifeline to your association’s future existence? Cynthia examines and reimagines the value a national association offers individual members – and the role chapters could play in the future. Learn More

Membership Marketing Data: Don’t Let Imperfection Immobilize Your Program
Author: Harold Maurer, Marketing General Incorporated
Harold at Marketing General Incorporated (MGI) reveals the heartbreaking news that flawless data isn’t always attainable, but that shouldn’t mean that your project has to go on the backburner. Find out how you should be collecting sufficient data with clear KPIs, data rules, and leveraging your data. Learn More

Auto-Renewal and Monthly Payments: The Perfect Mix?
Author: Joe Rominiecki, Associations Now
Has your association considered offering auto-renewals or monthly payments for members? Understand the benefits of this dues structure and how it may increase engagement in membership. Learn More

Are Chapters Worth The Effort?
Author: Peggy Hoffman, Mariner Management & Marketing LLC
Want to understand the difference between the importance and effectiveness of your chapters? Peggy takes a closer look at the results found in the 2016 Benchmarking Report to distinguish and improve chapter roles. Learn More

Two Associations Go With Tiered Memberships
Author: Joe Rominiecki, Associations Now
Hear from two associations, the American Institute of Graphic Arts (AIGA) and the American Alliance of Museums, on their new tiered membership models. Learn More

Is The Franchise Model Good For Associations?
Author: Bob Harris, CAE, The NonProfit Center
Nonprofit associations and for-profit enterprises can both follow the franchise model successfully. Bob dives into the importance of treating your association as a business and benefiting from the franchise model. Learn More

Why One Chapter Went Rogue
Author: Melanie D.G. Kaplan, Associations Now
Learn a lesson from Peggy Hoffman, President and Association Manager for Mariner Management, on how not to respond to a rogue chapter within your association. Learn More

Member Retention: Turn Off the Churn
Author: Joe Rominiecki, Associations Now
Member retention correlates with the long-term stability of your association. What do you focus on for member recruitment? Learn More

Engagement: Local vs. National
Author: Jamie Notter, Association Success
Identify reasons why finding a chapter and engagement model that allows for national and local collaboration is key to member experience. Learn More

Technical Support Group Introduces New Leadership Structure
Author: Alex Beall, Associations Now
See how redesigning your volunteer leadership structure could help chapters receive the proper resources from national. Learn More

Partnership Helps Realtor Chapters Fulfill “Core Standards” Requirements
Author: Rob Stott, Associations Now
The National Association of Realtors sets a new, higher standard for “consumer outreach” by establishing a national partnership with the Boys and Girls Clubs of America to provide access to opportunities for chapters. Are you setting high standards for chapters and providing the right tools and support? Learn More

Organize and Visualize: Turning Member Numbers Into Knowledge
Author: Joe Rominiecki, Associations Now
Find out how North Carolina Association of CPAs undertook a year-long project to get its member data centralized and accessible via interactive dashboards. Learn More

What Kevin Bacon Can Teach Us About Membership Engagement
Author: Tim Ebner, Associations Now
Finding your inner Kevin Bacon is important when leaders are building and strengthening membership engagement. See how the “Bacon effect” could impact your association. Learn More

Members Win When Chapters and Associations Get Along
Author: Joe Rominiecki, Associations Now
Hear from one component relations professional on how member value is crucial to a healthy chapter and national relationship. Learn More

The Art of Finding the “Right” Chapter Model for Your Association
Author: Joshua Paul, Socious
Want to learn how to work with national organizations to create a stronger partnership with its chapters? See how technology could be your solution. Learn More

What I’ve Learned in Four Years of Blogging About Membership
Author: Joe Rominiecki, Associations Now
Joe, a contributing editor at Associations Now, offers 12 short thoughts and conclusions about his four year experience in membership blogging. Learn More

The Innovation Line That Divides Associations
Author: Ernie Smith, Associations Now
A new study from Marketing General suggests there’s a distinct line separating associations that are innovative from those that aren’t. Is there some middle ground? Learn More

Monthly Membership Makes Joining “As Easy As Possible”
Author: Joshua Paul, Socious
Peggy Hoffman, from Mariner Management, shares 5 characteristics of an effective chapter model. Learn More

Chapter Restructuring: A Board’s Most Difficult Job?
Author: Joe Rominiecki, Associations Now
Learn how both the Alzheimer’s Association and ACCA restructured to put chapters in a position to focus on their primary engagement responsibilities. Learn More

Multi-Chapter Benchmarking Survey Highlights
Author: Wild Apricot
Understand how to identify and share key benefits, needs, and challenges that are unique to organizations with multiple chapters, branches and affiliates through survey results from the Multi-Chapter Benchmarking Survey Report. Learn More

‘Perpetual Membership’ Study is an Auto-Renewal Reality Check
Author: Joe Rominiecki, Associations Now
Find out if perpetual membership could work for your association. Changing to the perpetual membership model could show benefits to those associations offering automatic renewals and installment payment plans. Learn More

Conquering the Technology Divide Between Nationals and Chapter
Author: Rick Rutherford, ReviewMyAMS
Want to learn how to work with national organizations to create a stronger partnership with its chapters? See how technology could be your solution. Learn More

Do You Know Your Members’ Engagement Potential?
Author: Joe Rominiecki, Associations Now
Does more engagement equal more renewals? Learn to identify ways to deliver more value to unengaged members. Learn More

7 Attractive Member Benefits for Virtual Members of Your Association
Author: Christina Green, Socious
Offering members what they want, when they want it, isn’t a luxury any more. It’s an expectation. Understand the 7 offering for your association’s virtual membership program. Learn More

Out of Line: Why Chapters Go Rogue
Author: Melanie D.G. Kaplan, Associations Now
Learn to identify the warning signs and what to do when chapters go rogue. Learn More

Solving Problems With Mutually Beneficial Partnerships
Author: Emily Bratcher, Associations Now
See how the American Marketing Association (AMA) and Orate, a digital marketing company, launched the AMA Speakers Bureau to provide speakers for different chapter programs or events. Learn More