Association Management Questionnaire

Association Name

Association’s Mission Statement

Current Registered Corporate Address

Association Website Address

Federal EIN

POC Phone Number

POC E-Mail Address

What are your association’s top three immediate goals or needs?

What are your association’s top two interim goals or needs?

What is your association’s top long-term goal?

Does your association use a customer relations management (CRM) system? If so, which one?

Does your association use any accounting software? If so, which one?

Does your association use any communication software such as Hootsuite? If so, which one(s)?

Does your association rely on any project management software such as Microsoft Teams? If so, which one(s)?

Does the association have any contractual obligations that will extend at least over the next six months?

If such contracts are in place, what is the general amount of revenue obligated?

Does your association maintain its files electronically, as hard copies, or both?

If the association maintains hard copies, where are they currently kept?

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