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Worksheet

Member lifecycle and committee handover map

A lifecycle diagram from member application through renewal, dues, event participation and record updates. It is paired with a role-based access table for secretary, treasurer, committee member and member, designed to survive an annual leadership handover intact. It is meant to be filled in against your own association’s current committee structure.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

ItemWho owns itWhere it is kept todayWhat is missing

Cross out or rewrite any heading that does not fit your business. From the guide “Business Software for Associations and Membership Organisations”, www.gullysystem.com/blog/business-software-for-associations-and-membership-organisations