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Membership Strategy

Help Zhang Sah develop a strategy to bring in new members, or improve their current membership program, to increase engagement and support their fundraising and community-building goals.
Zhang Sah
Philadelphia, PA, USA
Zhang Sah
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Zhang Sah
Philadelphia, PA, USA

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Posted April 26th

Membership Strategy

Project details

What we need
  • A Membership Strategy document of 2-4 pages, including analysis of the Organization’s current membership program, step-by-step guide to a new or improved program, growth goals and creative outreach strategies
Additional details

We need an experienced sales professional to assist us with developing effective sales strategies, including prospect response templates and soft call scripts, as well as an initial training on these strategies and templates/scripts for our sales/enrollment team.

What we have in place
  • We currently have ZenPlanner, a CRM and membership toolkit,, which should make it easy for you to get started. We also have established membership programs and a sales team, and the ability to provide any other information you need.
How this will help
This project will save us $5,848 , allowing us to better focus our efforts on children and families in need rather than back office admin.

Having staff with improved communication skills and a better understanding of sales can help our organization better achieve its goal of reaching as many families as we can in the areas we serve in order to provide our excellent martial arts and education programs to those of lesser means.

Project plan

P
Prep: Distribution of Prep Materials
  • Professional connects with Volunteer Manager to discuss current membership program (if applicable), development goals, potential budget for building a membership program, and growth goals
1
Milestone 1: Information Gathering
  • Professional and Volunteer Manager develop and execute an in-depth SWOT (strengths, weaknesses, opportunities and threats) around an existing or potential membership program
  • Professional surveys existing and potential members through focus groups and/or one-on-one interviews to obtain qualitative data
  • Professional conducts independent market analysis to research the target market, competition, and peer organizations' membership development strategies
2
Milestone 2: Drafting Document
  • Professional creates a strategy document that includes proposed member cultivation and engagement recommendations, communications and outreach strategies, and related ongoing programs
  • Volunteer Manager reviews and provides feedback which the Professional incorporates
3
Milestone 3: Presentation of Final Deliverable
  • Professional delivers the final document
  • Volunteer Manager and Professional conduct a wrap-up meeting and discuss next steps for implementation of this strategy
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About the org

Zhang Sah
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Causes
Education Health & nutrition Youth development
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Matt W.

Director of Media

Our mission

Educate your body. Strengthen your mind.

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