Typical Scope of Services for Full Service Clients

Central Office Facilities
Maintain daily office, answer telephone, receive shipments; maintain calendar of events, central member files, supplies; serve as registered agent; supply meeting space; service email inquiries.

Membership Inquiries/Communication
Maintain/update membership marketing materials, respond promptly to telephone and email; mail and email membership materials, applications and letters to prospects; add prospects to database; implement membership promotion plans.

Membership Processing
Receive and record applications; process membership applications and welcome letters; maintain membership directories; maintain member files: payments, applications, related records; report on membership at Board meetings; develop and update membership database.

Financial
Establish and maintain financial accounting system; collect income from dues, workshops, seminars, meetings, advertising; record and deposit all cash, check, and card payments; bill receivables; prepare budget; recommend and monitor investment decisions; monitor actuals against budget; issue checks; maintain journals, ledgers; balance accounts; prepare financial reports; prepare for external audit; file annual reports.

Meeting Planning
Negotiate contracts; interface with committee; prepare budget; inspect and select venues; arrange logistics; schedule and make arrangements for speakers, special guests and council members; prepare and mail promotional and registrant confirmation materials; receive and record reservations; communicate with venue, prepare badges for Prue-registrants; prepare board and speaker material packets; prepare certificates, plaques, gifts for speakers; handle on-site registration and monitor logistics; prepare final attendance report; make deposits, render invoices.

Fund raising
Plan, create and implement fund raising activities, through advertising sales, sponsorship solicitations and more. Efforts include direct solicitation as well as management of 3rd party programs.

Board Meetings
Prepare Board packets including agenda and mail prior to meetings; make logistical arrangements; record minutes of meeting and distribute; maintain minutes files.

Standing Committees/Ad Hoc Committees/Task Forces
Support plans of committees including marketing, strategic planning process; support new business referral service; support insurance and printing programs, awards committee programs.

Web Service
Develop, support and update website and email system.

Directory (Hard copy or Online Versions)
Maintain and update directory; mail membership renewals, update forms; oversee production and distribution.

Government Affairs
IRS 990; monitor status; communicate with IRS and legal; work with members to ensure accuracy.

Education
Establish educational programs, maintains calendar of seminars; establishes certification benchmarks.