Client Survey

	1111 Burlington Avenue, Suite 102 Lisle, IL 60532-1290 USA 630.241.3100 voice 630.241.0142 fax www.associationsolutions.com info@associationsolutions.com
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Client Survey

Download a Microsoft Word version of the Confidential Client Questionnaire.

After filling out this questionnaire, please click the submit button to send this form to us. Thank you for taking the time to fill out this questionnaire.

Organization:
Contact Person:
Title in Organization:
Address

City
State/Prov.
Country
Zip/Postal Code
Phone Number:
FAX Number:
Email:

PLEASE TELL US ABOUT YOUR ORGANIZATION
Select those applicable to your organization
Meetings	Provider Services
Board	Statistical reporting
Committee	Standardization
General/conventions	Testing/certification
Trade shows/exhibits	Marketing research
Membership	Marketing promotion
Development program	Public relations
Prospect brochure	Chapter assistance
Retention program	Government relations
Publications	Group insurance
Member directory	Product fulfillment
Newsletter	Member benefits
Other periodicals	Business services & tools

MEETING AGENDA
Membership
	Frequency:
	Location:
	Attendance (largest meeting):
	Season:	Winter Spring Summer Fall


Board of Directors
	Number of Board Members?
	Number of active committees?
	Frequency of committee meetings?
	Are committee meetings held concurrent with regular conferences?
		Yes No

	Please list your participation in industry related conferences:
Are exhibits held in conjunction with your meetings? Yes No
	table top 8' X 10' 10' X 10' free standing
	Number of exhibitors?
	Number of attendees?
	Length of meeting?
	Annual golf outing? Yes No

COMMUNICATIONS
How many publications and other correspondence are mailed to members annually?
Do you have an organizational newsletter?		Yes No
	If yes, frequency of publication:
	monthly quarterly bi-annually annually
	Number of pages?
	Circulation?
How often is your roster or directory published?
Please list other publications:
Do you have a web site?		Yes No
	If yes, address (URL):
Select all that you have utilized:
	Broadcast Faxing	Yes No
	Teleconference Calls	Yes No
	Broadcast E-mail	Yes No
Do you have a mission/vision statement?		Yes No

MEMBERSHIP
Do you have a membership development program?	Yes No
If yes, who is primarily responsible?
staff chair committee
Have your membership efforts proven successful?	Yes No

COMMITTEES
Ad-Hoc	Ministry
Chapter Assistance	Nomination
Conference	Public Relations
Education	Publications
Executive	Site Selection
Fellows	Standardization
Finance	Statistical
Government Relations	Steering
Liaison	Task Force
Long Range Planning	Technology
Marketing	Testing & Certification
Membership	Web Site
Mentor/Mentee	Other Committees

FINANCES
How many Members?
Regular: Affiliate: Associate:
How are membership dues determined?
Please indicate other sources of income:
Meetings/Conferences	Exhibits/Trade Shows
Newsletter/Directory Advertising	Sponsorships
Grants	Endowments
Scholarships	Other
What is your annual budget?	$
Percentage of income from dues	%
In recent years has your organization shown a profit? Yes No
What were your total disbursements your last fiscal year? $
What period is your fiscal year? to

MANAGEMENT

Number of compensated employees:
full time part time

Own Lease property?

Own Lease office equipment?

YOUR CONCERNS

Please address your present concerns and future goals:

REQUEST FOR INFORMATION

Please provide any collateral materials, financial reports, annual budget, by laws and any other directories and publications that will assist in better acquainting us with your organization.

Thank you for taking the time to furnish this information!