Request for Proposal for AMC Services
Association name
Geographic scope of the Organization
How many members are currently part of the Association?
Current Management Structure
Solo Executive Director
Volunteer managed
Managed by an Association Management Company (AMC)
Executive Director and staff
Other
How long has the above structure been in place to manage the association?
How many directors on the Board of Directors?
List the Committees of the Board, if any (ex: Governance Committee, Executive Committee, etc.)
Do you have a Strategic Plan?
Yes, we are currently working with a strategic plan
Yes, but we are not currently referring to it
Yes but our strategic plan is currently expired
No we do not have a strategic plan
What is the primary mandate for your organization (click all that apply)
Industry growth and awareness
Advocacy
Education
Industry networking
Regulation of industry professional designation
Other
Does your Association regulate a professional designation? If so, please explain the responsibilities of managing this accreditation.
Do you host an annual conference? If so describe the past conference (include the following: location, dates, number of attendees, number of sponsors, number of exhibitors, did it include an evening reception or gala, did it include an awards ceremony, anything else unique about this conference)
Do you host events throughout the year (workshops, training, networking events, etc.) List the events with a short description.
What are your revenue streams (click all that apply)
Membership fees
Sponsorship
Government funding
Accreditation fees
Event registration revenues
Other
Is your financial management:
Outsourced to a bookkeeper
Done by staff, in-house
Managed by the Treasurer
Other
What services do you need from an AMC (click all that apply)
Full management of the organization
Member services (responding to inquiries)
Membership development and retention
Financial management
Social Media management
Marketing and Communications
Event management
Project management
Website and/or I.T. services
Strategic Planning
Advocacy
Registrar or Assistant Registrar services
Support the Executive Director and/or Board
What do you use for your membership data management (name of CRM or AMS)
What platform is your website built on?
Who currently manages your website content? Are edits done in-house or outsourced? Are you pleased with your website, or does it need work?
How is your member engagement?
Over 50% of our members are regularly engaged with the association
20% to 50% of our members are regularly engaged with the association
Less than 20% of our members are engaged with the association
We do not measure engagement
If capacity was not an issue, what areas have opportunity for improvement? (click all that apply)
Membership retention and growth
Enhanced membership benefits
Build new partnerships
Build new programs and events for members
Create education and training for the industry
Modernize the association's systems and software
Increase social media activity for the association
Increase outreach and engagement with members
Work on the strategic plan and organizational goals
Explain your current situation and why you are looking at possible AMC services.
Do you have any specific requests or questions you would like addressed in our proposal?
RFP Due date:
Contact name
Contact Email
example@example.com
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