Member Manager monthly tasks

As Member Manager you should be able to answer the following essential questions. We recommend running these reports on the 1st day of the month.

1. How is the # of members evolving over time?
2. Who are all the Active Members of your Village?
3. How many members did we lose last month and why (drop reason)?
4. How many members are expiring this month? 
5. Are all membership dues paid? 
6. How many new members joined last month?
7. How many members renewed last month?

This is how you can answer all those questions with Helpful Village.

For this example, we will assume the present date is December 1st.

1. “Impact Report“ report from Nov 1st to Nov 30th
2. “Active Members” report for November 30th. 
3. “Expiring Members” report from Nov 1st to Nov 30th (in the past month)
4. “Expiring Members” report from Dec 1st to Dec 31st (in the month that we are starting)
5. “Missing Membership Payments“ produces a spreadsheet file report of missing payments. This file only contains Active Members whose payments may be missing.
6. “New Members” report from Nov 1st to Nov 30th
7. “Renewing Members“ report from Nov 1st to Nov 30th

What can you do with each report?

1. “Impact Report“: Look at total # of members today and evolution over the last 12 months. Are numbers going up or down?
2. “Active Members”: A list of all your Active Members.
3. “Expiring Members” (in the past): Contact recently expired members and suggest renewal.
4. “Expiring Members” (in the near future): Contact members expiring soon and invite them to renew.
5. "Missing Membership Payments". Check Paid until date, Exp. date and "pay" tab of this person.
6. “New Members”: These members joined recently. Contact them to make sure they are interacting with the Village.
7. “Renewing Members”: These people recently renewed, thank them for the renewal.

💡Note:
View Membership Manager Training attached to this article.

Check out this live demo: https://support.helpfulvillage.com/hc/en-us/articles/5669044125463-Live-demo-Member-Manager-training