Happy Holidays! As 2016 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 2016, Management HQ can help! Contact us at 612-213-2300.
