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Acumen Proven

Process

7 steps of Acumen Proven Process

For leading, guiding and serving membership organization

STRATEGIC ALIGNMENT

• Review of existing strategic plan.

• Conduct issue dissection, if necessary,

focusing on issues requiring immediate

attention.

• Continue with implementation of

current plan.

• Determine how updates are made to

keep the document alive.

INTEGRATION

ENVIRONMENTAL SCAN

• Membership survey.

• Integration of services .

• Team approach to analyze and

coalesce all existing programs.

• Competitive analysis.

• Review of all external factors.

Strategic

Alignment

EVALUATION, REPORT, ASSESS AND REPEAT

ORGANIZATIONAL AUDIT

• Complete review of policies and procedures.

• Mandatory documents, including articles of

incorporation and bylaws, committee/chapter

structure.

• Repeated annually.

• Contract and service review.

• President’s Questionnaire to evaluate

Executive Director performance.

• Profit and loss and assets assessment.

• Analysis of membership survey and

engagement data.

• Evaluation of all existing systems.

Integration

Environmental

Scan

Evaluate

Report

Assess

& Repear

Organizational

Audit

(Onboarding)

OTHER PROVEN PROCESSES THAT SUPPORT THE ACUMEN PROVEN PROCESS

ACUMEN PROVEN PROCESS

• How to Plan an Annual Meeting.

• How to Structure Your Annual

Membership Cycle.

• How to Manage Abstracts (Call for

Proposals).

• How to Create a New Website.

• Marketing Best Practices.

• Human Resources Best Practices.

• Process volunteer leaders and staff need

to do every year to make sure association

is moving forward .

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