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The 5 M’s of Association Management and Non-Profit Administration©

  • Thu, September 16, 2021
  • Thu, October 07, 2021
  • 4 sessions
  • Thu, September 16, 2021, 9:00 AM 10:30 AM (EDT)
  • Thu, September 23, 2021, 9:00 AM 10:30 AM (EDT)
  • Thu, September 30, 2021, 9:00 AM 10:30 AM (EDT)
  • Thu, October 07, 2021, 9:00 AM 10:30 AM (EDT)
  • Online and In-Person

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The 5 M’s are an administrative, management, and operations guiding principle to be used by membership-based, mission-driven, non-profit organizations as a focusing framework for success.

The 5 M’s keep the volunteer and staff leadership of the organization focused on the “right things” as they plan their yearly, monthly, weekly, and daily operations. There are lots of “good ideas” and well-meaning requests presented to organizations every day. Trying to do them all can cause an organization to get off track and lose its way. The 5 M’s help keeps everything in focus and helps the organization maintain a healthy march forward.

Mission. Money. Membership. Manpower. Marketing. The exact order of the M’s can be interchangeable, as they are all important to the success and sustainability of membership-based, mission-driven organizations, but it is the focus that they provide as a combined principle that gives them their strength and success potential for the organization.


Session 1 - The 5 M’s of Association Management and Non-Profit Administration©

Basic Training for anyone involved with a Non-Profit Organization or Membership Based Association. Money, Membership, Manpower, Marketing, and Mission are the building blocks of any non-profit organization or association.  Everything your organization does should be based on properly and effectively using these 5 words and the best practices that go with them. Master the 5 M’s and your organization will be successful.

Session 2 - Board Development and Governance
Basic Training (Part 2) for any member of a Board of Directors or Staff. Learn what it takes to be an outstanding Board Member/Staff Advisor on a High Functioning Board. Explore the Do’s and Don’ts of Board Operations and learn how to implement them for your board.
Session 3 - Budget Development/Management/Growth

If we are a non-profit, that means we aren’t supposed to make any money, right?  WRONG!  Learn how to build a healthy budget and keep it that way and then grow it for the future. Topics explored include non-profit accounting basics, financial reporting that every board member can read, benchmarks for good budgeting, templates for profitable program and event production, how to plan for the future, and properly file your financial reports today.

 Session 4 - Membership Growth/Management/Retention

If you are not growing, you are dying! It’s as simple as that…well, sort of.  Learn how to evaluate the health of your organization and your programing through membership trends. Explore techniques for gaining new members while engaging your current members in a fun way.  However, it is always easier to keep a member than recruit a new one so dive into the importance of good member relations and how to best keep them engaged and renewing year after year. Topics covered include: value propositions, why join statements, market penetration, quality “onboarding” procedures, new member 1st year or aka “I just joined, now what?," membership standards, and legal issues related to membership that could sink your organization if you are not careful.   

Session 5 Everybody is an Asset

How to properly use your nominating committee to grow your board strength and your organization's capacity for success. Learn how your organization can get the right people in the right positions, doing the right jobs for the right reasons. Topics include proper nominating committee procedures, how to encourage diversity in thoughts and demographics, why a good orientation for board members and new staff is so important, and the life cycle of a volunteer and staff… do they burn out, flame out, or heroically ride off into the sunset as the credits roll. Also, Staff, Board of Directors, or Committees...just who is responsible for each thing anyway?

Session 6 - Executive Director & Board Chairperson Coaching 

Whatever the titles are: Executive Director, President, Board Chairperson, Executive Officer or just Leader.  The top people, staff and volunteer need to fully understand their role in the organization and why the importance of that role functioning smoothly has a great influence on the rest of the organization's operations. Learn how the roles for the top staff person (Chief Staff Executive) and the top volunteer leader (Chief Elected Officer) work in tandem for the good of the organization but how they also have very different responsibilities. Other topics covered will include preparation for board meetings, agenda building, board management best practices, and how to conduct a smooth flowing board meeting that gets stuff done.


About ​Scott A. Herceg, CAE

Certified Association Executive and Organizational Development Specialist with almost twenty years Managing and Directing award winning community non-profit organizations, chambers of commerce, and membership based professional trade associations across three states.

As the author of The 5 M's of Non-Profit Administration and Association Management©, Scott has used that framework for success throughout his career to help organizations develop the edge they need to take the next step and to bring under-performing or under-developed organizations back to a position of success.  Now, with Northern Edge Consulting, he is looking to help many more  organizations reach that same outcome.  

Specific areas of expertise include strategic planning, change management, goal setting and execution, board development, basic training for new professionals, volunteer recruitment and development, membership growth strategies, fundraising techniques, and effective budgeting for growth. 




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