Event Archive

Modernising your membership body – while avoiding project failure

How do some membership bodies deliver beneficial CRM and digital projects, while other fail?

Today’s members and other stakeholders expect communications and delivery to be digital, seamless and highly personalised. Failure to meet the expectations of modern “customers” results in an erosion in membership numbers and a reluctance in young people to join.

Membership bodies are under pressure to modernise their systems and culture but must avoid the pitfalls of project failure and wasted investment.

As independent consultants, many organisations are asking Hart Square…

  • What does modern membership look like? What should I be aiming for?
  • Do I upgrade and integrate my current system, or replace it? What about integrating to my website, CRM, external LMS and finance systems?
  • How do I bring my trustees, finance committee, SMT and staff along on the journey?

We examined the questions above and offer practical help.

The webinar includes an interview with Alastair McCapra, CEO of the Chartered Institute of Public Relations (CIPR), who described the transformation project in his own membership body. There was also an interactive Q&A session with the webinar panellists.

Catherine Wilson
IT and Digital Manager
Home Builders Federation