Migration | Your Top "5" Tasks in Your Role
Your Top "5" Tasks
We know there are different processes and procedures your office team uses to manage your organization's membership program while using ChamberMaster/MemberZone software. To help prepare you and your team for the transition to GrowthZone, we'd like to have everyone in your office complete their own questionnaire.
Share with us those essential activities you do daily, weekly or monthly while in your database - and, we'll be able to create a training program that puts you on a pathway for success! We know preparing you for competency (in the new database) in these key areas is essential for managing your memberships - and helping you return your primary focus to where it should be, on your members.
Q. What are those top "5" tasks, YOU DO, while using ChamberMaster/MemberZone that keep your office running smoothly? Boss happy? Members renewing? You smiling? You get the picture!
For example:
- What reports are necessary to your role so that you can complete your financial reporting?
- Do you have any creative workarounds that you are using to host events, or communicate with members?
- Do you have any weekly, monthly, yearly processes that we need discuss to "twin" or "remodel" to fit into your new GrowthZone system?
- What key areas of the database do you spend your time in now?
Knowing this information well in advance of your transition will help us train you to recognize what is similar or different in GrowthZone.
Your answers don't have to be perfect! Reflecting freely how you accomplish your daily tasks, while using your existing membership software helps us design and present you with the best training experience -- tailored for your needs.
Looking forward to working with you!