Boards, Budgets, and Balance: Your Association’s Fearless Year-End Checklist
The pumpkins have been picked, and it’s time to start preparing for the New Year. While many associations are in the process of budgeting for 2014, review of and planning for other key business areas are often overlooked.
Based on our collective years of experience, the Management HQ team offers this essential Year-End Operations and Compliance Checklist for association leaders:
Current Year Review, Reporting and Compliance
- Compile Current-Year Annual Report
- Review Mission Statement
- Manage Tax Filings
- Schedule Financial Audit / Review / Compilation
- Review / Update Policies
- Review / Update Bylaws
- Review Insurance Policies
- Review Annual Contracts
- Provide Staff Performance and Compensation Reviews
- 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
- Manage Board Member Nominations
- Identify Board Officers
- Schedule and Provide Notice of Annual Member Meeting
- Review and Schedule Dues Billing
- Prepare Budget
- Schedule and Provide Notice of Board Orientation
- Schedule and Provide Notice of New Member Orientation
Seeking an experienced partner to ensure your association is in order for 2014? Contact Management HQ today and put our association management experience to work for you.
