Guides & Templates

Searching for the next association guide, workbook, or template? Get access to a wealth of resources created exclusively for associations with components (chapters, sections, states, or affiliates).

2018 Association Component Exchange (CEX) Workbook
2018 Association Component Exchange (CEX) Workbook

The 2018 Association Component Exchange (CEX) workbook is your guide to experiencing the speakers, sessions, takeaways, and more from our 2018 conference.

Chapter Banking Whitepaper
Chapter Banking Whitepaper

Discover the advantages of chapter banking in your association and see how this transformative technology can benefit your chapters.

50 Ways to Boost Association Membership
50 Ways to Boost Association Membership

To help, we’ve compiled a list of the top 50 ways your association can boost its membership, acquire new members, improve the sign-up process, and retain members.

The Current State of Chapters Whitepaper
The Current State of Chapters Whitepaper

The current state of chapters has been examined in order to best understand the underlying problems and needs of chapter-based associations.

Member Loyalty Study: A Deep Dive into Member Retention & Preferences
Member Loyalty Study: A Deep Dive into Member Retention & Preferences

What’s driving member retention? Where do different segments of members fall within the loyalty spectrum? How do members like to consume content?

Are Your Association Chapters Reaching Their Highest Potential
Are Your Association Chapters Reaching Their Highest Potential

We solve inherent operational and data complexities that impact component-based associations by unifying data systems, simplifying administrative processes.

2018 Association Annual Survey Results
2018 Association Annual Survey Results

The 2018 Annual Association Trends Survey respondents shared details on everything from mobile payments to operating budgets.

Dashboard Indicators for Chapter Success
Dashboard Indicators for Chapter Success

The dashboard indicator concept flashes visual signs of organizational health. See how this tool can monitor key success factors and warn of problems.

Driving Chapter Value Whitepaper
Driving Chapter Value Whitepaper

Understand how smarter investment will boost the chapter ROI at your association. The success of chapters will drive bigger and better returns.

Chapter Dashboard & Data Metrics
Chapter Dashboard & Data Metrics

We share industry articles to help you identify what data is most important, meaningful and actionable to your association.

Investigating Models of Chapter Engagement
Investigating Models of Chapter Engagement

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

Are Chapters Worth The Effort: 2016 Chapter Benchmarking Report
Are Chapters Worth The Effort: 2016 Chapter Benchmarking Report

The first Chapter Benchmarking Study sought to shed light on association chapter programs from structure to support to measurement.

7 Ways to Make Chapter KPIs Successful
7 Ways to Make Chapter KPIs Successful

In this workbook, we lead you through developing KPIs and dashboards, analyze your current gathering process, and teach you how to share your data.

Selling the Value of Fraternity & Sorority Housing
Selling the Value of Fraternity & Sorority Housing

In this template, you will learn how to sell the value of fraternity and sorority housing and understand why the experience matters.

2016 Membership Marketing Benchmarking Report
2016 Membership Marketing Benchmarking Report

The 2016 Membership Marketing Benchmarking Report explores the membership marketing initiatives and outcomes of 828 participating associations.

The State of Your Chapter Dashboard: Identifying the Next Steps for Your Association
The State of Your Chapter Dashboard: Identifying the Next Steps for Your Association

Dashboards, business intelligence, analytics! Follow our step-by-step evaluation to improve the state of your chapter dashboard.

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