Association Assessment Tool

This structured questionnaire covers 10 critical aspects of operations within associations, each rated on a scale of 1-5, as a way to level-set annually.

1: Mission and Strategy
2: Member Engagement and Satisfaction
3: Events and Conferences
4: Financial Management and Budgeting
5: Governance and Leadership
6: Communication and Advocacy
7: Technology and Digital Presence
8: Education and Professional Development
9: Membership Growth and Retention
10: Diversity, Equity, and Inclusion (DEI)

To get the most out of this tool complete it in depth (in a focused setting with stakeholders from each area of the organization) once per year and, more briefly, each quarter.

This activity will maximize focus and alignment.