How many members are currently in your association?

Has this number increased, decreased or stayed approximately the same from the previous year?IncreasedDecreasedStayed approximately the same

What is the number of potential members your organization could have?

Is your association’s membership information computerized?YesNo

How much are your annual membership dues, if applicable?

Does your association have any other means of revenue, aside from dues?YesNo

If so, please list:

How many members are on the association’s Board?

In Person:

Number of days per meeting:

By Teleconference:

Approximately how many mailings are sent to members each year?

Does your association have a newsletter?YesNo

How often is it published?

How is it released?ElectronicallyPrinted

Does your association have any other publications?YesNo

Does your association have a membership directory?YesNo

What qualities are most important to you in a management company?

Please list 3-5 goals your association has for the next year.

Please check which services you’d like for Concepts Management Group to provide:

Overall administration of associationHeadquarter the association (act as member liaison through verbal and written communication, answer calls for the association, handle requests)Membership list and database maintenanceMembership application processMembership recruitmentMembership directoryBudget development/preparation and trackingMaintenance of dues records & invoicingFinancial reportsNewsletter: write, produce, arrange printingAnnual report: write, design, produceCommittee activity and support servicesGeneration of board/committee minutesBy­laws structure: updates and revisionFund­raising and grant applicationsPublic information and public relationsLegislative information: track and reportWeb site design and programmingWeb site maintenance and updatesStaff executive/board meetingsStaff committee meetingsAdministrative oversight of research projectsSales of organization's promotional products (t­shirts, mugs, etc.)Member education/workshops/seminarsCertification administrationAdvertising sales for publicationsEducational programming/developmentStrategic PlanningResource DevelopmentOther:

How many members do you have (if this is an association)?

What is the approximate attendance at your organization’s meeting?

How many names are on your mailing list for potential attendees?

How is the meeting currently marketed?

Where is the meeting to be held?

Is the location already contracted?YesNo

Do you have the date(s) scheduled for the meeting?YesNo

Are the dates flexible?YesNo

What is an average day’s schedule during the meeting?

How is the meeting structured?One main sessionConcurrent sessions

What is the purpose of the meeting?

Please check which services you’d like for Concepts Management Group to provide:

Site selectionHotel contracts/negotiationFaculty and/or speaker communications/travelTechnical/audio-visual coordinationDevelop registration form, rules and fee schedulesAdvance registrationOn site registrationTour and social eventsContract negotiationsDevelop and distribute exhibitor prospectusExhibit management/floor plan(s)Exhibitor sales/marketing/communicationsBudgets/accountingAbstract managementSpeaker contracting/managementSolicit sponsorships/grantsOn-site conference operationWork with program chair to develop programConference marketing/flyersCourse syllabus/proceedingsContinuing education/creditsContinuing medical education approvalOther: