As 2022 approaches, many association boards of directors are refocusing on the mission and future of the associations they serve. Budgeting is just one piece of the puzzle for positioning your association to thrive in the new year.
Here, we offer the essential Association New Year Operations and Compliance Checklist!
Past Year Review, Reporting and Compliance 
- Review Mission Statement
- Manage Tax Filings
- Schedule Financial Audit / Review / Compilation
- Review / Update Policies
- Review / Update Bylaws
- Review Insurance Policies
- Review Annual Contracts
- Review / Update Web site
Upcoming Year Planning
- Create / Update Annual Calendar of Meetings, Events, Deadlines, and Programs
- Schedule Strategic Planning
- Create / Update Legislative and Policy Agenda
- Create / Update Communications, Technology, and other Operational Plans
- Review / Create Crisis Management and Contingency Plans
- Review / Create Leadership Succession Plans
- Review and Schedule Dues Billing
- Schedule and Provide Notice of Board Orientation
- Schedule and Provide Notice of New Member Orientation
If you are seeking an experienced partner to ensure your association is in top form for 2022, Management HQ can help! Submit a 3-minute RFP.
About MHQ
Management HQ (MHQ) is an accredited, full-service association management company. Our diverse team does our work through a lens of equity. We support boards so boards can focus on mission. MHQ manages the full business of client membership-based organizations, including providing each client an executive director and a full management and operations team. MHQ serves associations and their members in these sectors: Government, Information Sciences / Education, Human Services, and Identity-based Associations. For more about MHQ, visit https://www.management-hq.com/.
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Brilliant Board Leaders choose MHQ to run the business of their associations. Submit a 3-minute RFP.