Membership Flywheel™ Mini-Assessment
This short 10‑question tool evaluates your membership experience across the full lifecycle, from your promise and invitation, to activation, belonging, participation, and long‑term stewardship. Each question reflects a key stage of the Membership Flywheel™. Your responses will help highlight where your flywheel is strong, where friction exists and where small improvements can create big gains in retention and engagement. There are no perfect scores here, just an honest look at how your membership system is performing today. You’ll receive your personalized results within a few business days. Your information is confidential and will only be used to prepare your assessment results.
Back
Next
Promise
We can state our member promise in one sentence and staff/board say the same thing.
Not true yet
0
1
True and consistent
2
0 is Not true yet, 2 is True and consistent
Invitation
We know our top 3-member acquisition channels and the conversion rates for each.
Not true yet
0
1
True and consistent
2
0 is Not true yet, 2 is True and consistent
Conversion
Joining is frictionless ( tiers/pricing, clear value, easy sign-up, fast follow-up).
Not true yet
0
1
True and consistent
2
0 is Not true yet, 2 is True and consistent
Activation
New members have a defined first 30-day pathway with 3-5 “success actions.”
Not true yet
0
1
True and consistent
2
0 is Not true yet, 2 is True and consistent
Belonging
Most members can name at least one place they “feel known” (people/community) within 60-days.
Not true yet
0
1
True and consistent
2
0 is Not true yet, 2 is True and consistent
Back
Next
Participation
We offer at least 3 contribution pathways (light / medium / deep) and people use them.
Not true yet
0
1
True and consistent
2
0 is Not true yet, 2 is True and consistent
Stewardship
We track renewals by segments and can explain the main drivers of churn.
Not true yet
0
1
True and consistent
2
0 is Not true yet, 2 is True and consistent
Bearings
(Operating readiness: the parts that keep the flywheel spinning)
Our membership data is clean enough to answer basic questions without heroics.
Not true yet
0
1
True and consistent
2
0 is Not true yet, 2 is True and consistent
We have a monthly membership operating cadence (KPIs → decisions → experiments).
Not true yet
0
1
True and consistent
2
0 is Not true yet, 2 is True and consistent
Our board sees a simple membership dashboard at least quarterly and uses it for oversight.
Not true yet
0
1
True and consistent
2
0 is Not true yet, 2 is True and consistent
Back
Next
Name
First Name
Last Name
Organization
Role
Please Select
CEO/ED
Membership/Engagement Lead
Board Chair / Board Member
Program/Development Staff
Chapter/Volunteer Leader
Other
Membership Model
Please Select
Individual members
Organizational members
Hybrid
Membership size
Please Select
0-250
251-1,000
1,001-5,000
5,001+
Primary goal for membership this year
Please Select
Grow
Retain/renew
Increase engagement
Clarify value proposition
Stabilize operations/data
Launch or re-build membership
Email to send results
*
example@example.com
Submit
Should be Empty: