FOCUS ON YOUR GOALS, WE WILL TAKE CARE OF THE REST
HISTORY OF ASSOCIATION
A brief history of the association, its past management, and how its services are perceived.
RELATIONSHIP TO OTHER RELATED ORGANIZATIONS
Relationship to competing organizations; If a national or international organization, describe relationship to regional, state, provincial, or local groups. And vice versa, if a regional chapter of a larger national or international organization, describe your relationship to this larger entity.
TYPES OF MEMBERS
Include whether membership is by company or individual; classifications of membership; benefits; renewal policies
NUMBER OF MEMBERS
DESCRIPTION OF LEADERSHIP STRUCTURE
Board of Directors, Committees – Terms and Responsibilities
DESCRIPTION OF MEETINGS
Number, purpose, and frequency of meetings and social events; average # of attendees
Yearly, events, describe program, annual sponsorship goal
SUMMARY OF CONTRACTS
Examples: Publications, office lease, equipment leases, software, etc.
FINANCIAL SNAP SHOT
Annual Income and Expenses of recent fiscal year, current income and expense budget, IRS Classification(501c3, 501c6)
CURRENT MANAGEMENT SERVICES COMPANY
Any services provided by another management company? Reason for changing
Check all that apply.
Maintain Event CalendarsPrepare and Manage Event BudgetSite Selection and Venue Contract ManagementCatering and Audio Visual ManagementSpeaker and Sponsor CoordinationExpo and Tradeshow CoordinationHotel Room Attendee Reservation ManagementTravel Arrangement CoordinationSend Event Invitations and Notices: Both Email and Direct MailEmail CorrespondenceManage Registration Process Including Billing, Collecting of Event Fees and Providing ReceiptsManage Registration Desk with Check In List, Name Badges and HandoutsThank You Card and Gift CoordinationSurvey Attendees Following EventProvide Event Recap Report
Board SupportFinancial ManagementMember ManagementMeeting and Event Management (Including: Tournament & Conferences)Volunteer ManagementWeb & Technology Management
MARKETING & CREATIVE
Email MarketingBranding & StrategyDirect MailOnline MarketingWebsite DesignSocial MediaPress ReleasesBrochures & FlyersLogos/Custom ArtworkBusiness CardsPlacement PresentationsPitch Books & ProposalsSlide Presentations
LayoutCodingSearch Engine OptimizationContentMaintenanceNavigationProgramming
Describe services that are needed and not listed above.
Attach any reports, bylaws, marketing examples etc.
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Proposal Due Date: