Association Survey
Help us understand your association by supplying information on the following survey. The answers you provide will give us the information we need to draft a proposal. If there are questions you can’t answer, please feel free to leave them blank. If you have other documentation, please attach it.
Date:
Organization
Contact Person Title in Organization
Address
City State/Province
Postal Code County
Telephone (_____) Fax ( )
E-mail Web Address
I. Scope
A. Organization type (check one) ? international ? national ? regional ? state ? local
B. Are memberships held by (check one) ? individuals ? companies ? both
C. Number of members _________________ Number of potential members
D. What industry or profession does the organization serve? Please describe:
II. Services and Activities
Please check all that apply to your organization:
Meetings Other Services Membership
? Board meetings ? Statistical reporting ? Membership database
? General meetings/conventions ? Standardization ? Development program
? Trade shows, with exhibits ? Testing/certification ? Membership brochure
? Committee Meetings ? Marketing research Financial Administration
Publications ? Marketing promotion ? Revenue Processing
? Member roster or directory ? Public relations
? Regular newsletter ? Chapter assistance
? Periodic magazine/newspaper ? Government relations
? Other ? Group insurance
? Web site
III. Finances
A. What is your annual budget? Percentage of income from dues %
If over 10 percent of the total, what other sources of income do you have? Please estimate each:
_________________________________________________________________________
_________________________________________________________________________
B. Total disbursements your last fiscal year?_____________________
C. Your fiscal year runs from________________to___________________
D. In recent years, has your budget been (check one) ? breakeven ? loss ? profit
Please attach the most recent annual financial statement.
IV. Present Situation
Briefly describe the main problem or problems of the organization, with comments as appropriate.
V. Meetings
How frequently does the full membership meet? How many attend?
Is there an annual meeting? ? Yes ? No How many days is the meeting?
How many attend? Where was the last meeting held?
What are the dates of the next meeting?
What is the name of the facility?
Where will it be held (city, state/province, country)?
Is a trade show with exhibits held in conjunction with the annual meetings? ? Yes ? No
If yes, how many exhibitors take part? How many people attend?
How many days does it run? _____________ How many total hours are the exhibits open?
Was the last show profitable? ? Yes ? No
VI Leadership
A. Do you have a strategic plan? If yes, when was it last updated?
B. How many positions on the Board of Directors? Number of meetings per year:
Where does the Board meet? What alternative means do they use (conference calls, chat rooms, etc.) and how often?
C. How many active committees are there? How often does each one meet? Where and when are these committee meetings held?
Do the committees use alternative means (conference calls, chat rooms, etc.) to meet?
Please list your committees and the number of members for each:
_________________________________________________________________________________________________
D. Other important industry or professional events (please describe):
VII. Publications
A. How many bulletins or administrative letters are mailed to members each year?
Do you have an organizational newsletter? ? Yes ? No If yes, how often is it published?
How many pages? _______________ Does it carry advertising? ? Yes ? No Is it a profit center? Yes No
B. How often is a roster or directory published? ? Paper version ? Web versiDoes it carry advertising? ? Yes ? No Is it a profit center??? Yes ? No
C. Does your organization have a periodic magazine or newspaper? ? Yes ? No
If yes, how often is it published? _____
How many pages?_____ Does it carry advertising? ? Yes ? No Is it a profit center??? Yes ? No
D. Please list other publications:
VIII. Membership
A. Do you have an organized and continuing membership program? ? Yes ? No If yes, who is primarily responsible — staff or member chairman/group, or both?
B. Do you have a brochure outlining the benefits of membership to prospective members?
? Yes ? No
C. Have your membership efforts proven successful?
D. How many Regular Members? ___________
Do these members all pay the same dues rate? ? Yes ? No If yes, what is the rate?
If no, please describe how dues are determined, and the minimum and maximum:
E. If appropriate, list other types of membership, who is eligible for each, and the dues rate (or range of rates):
IX. Records
In order for us to best represent our services and pricing, we need as much of the following material as possible. Please check the items that are available and enclosed:
? Bylaws ? Recent Newsletters/Publications
? Minutes (Board of Directors) ? Conference Program(s)
? Membership Directory ? Workshop/Seminar Flyers
? Directors and Officers List ? Tax Exemption Letter of Authorization
? Committee List ? Form 990 copies of reports for previous years
? Recent Financial Statement ? Membership Brochure
? Year End Financial Statements
—This Survey is Confidential—
