What Is Association Management Software?

June 19, 2023

Association management software helps groups and communities manage important aspects of running an association, such as online association voting, deciding on budget allocations, or making collective decisions about activities.

There are countless types of associations, so learning how to start a community association and selecting the right software to maintain your membership database, calendars, and events may depend a bit on the nature of the group and its purpose. However, a fully functional software platform can be significantly more efficient than using paper-based logs or spreadsheets and ensure that, as your association grows, you have the capacity to keep pace with administrative tasks.

Does My Association Need Management Software?

Every association requires a certain level of governance to manage aspects such as member voting, selecting or re-electing candidates for board positions, and ensuring the group is run correctly, fairly, and in line with policies and operational guidelines.

Whether you’re interested in how to start an unincorporated association to provide a collective community for professionals or want to launch a local association based around charitable fundraisers, sports events, or youth facilities, you will need to decide which software is the best match for your priorities. Smaller associations benefit as much as wider-scope groups, with association management software helping to:

  • Reduce the time volunteers spend on communications and circulars
  • Ensure all communications reach every member simultaneously
  • Expedite voting processes and implement total transparency
  • Publicize activities, association meetings, and events
  • Manage up-to-date logs of members, votes cast, and spending decisions

Using one integrated association software avoids data or records being siloed, prevents board members and volunteers from needing to send communications or store information on personal devices, and ensures every committee representative has full access to all the records relevant to the association.

Using Association Management Software to Improve Member Relations

Most associations are created to meet the needs of their members or to provide a service with community-centric advantages, so any software you choose should be consistent with your governing documents and the requirements of your membership. Software solutions created for associations can provide excellent levels of personalization and flexible access, allowing you to customize how you disseminate information, whether that is an invitation to vote, minutes of your most recent meeting, or your latest budget.

You can also use software to provide more detailed information to tailor the types of communications you send to different parts of your membership by recording their preferences or any accessibility factors, such as requiring agendas in a large font. Convenience can make a significant difference to participation levels, so providing a blend of in-person and digital communications allows members to pick and choose how they wish to engage without any limitations on their involvement if they cannot attend every meeting.

Strategic communications can further enhance the impact of the materials you circulate within the association by tracking responses and using intelligent analysis to see which types of information resonate and attract higher click-throughs or open rates.

How to Choose a Great Association Management Software

Associations cover a broad scope of purposes, from charitable to professional, social to community-based. The necessary first step is to evaluate your needs and the functionality you need from your software.

Some of the elements of your decision-making might include:

  • The number of members you have or expect to have over the next few years
  • Access requirements–whether you’d like reports or online voting systems to be available on any mobile device for remote participation
  • Design, with user-friendly software and portals easy for all membership demographics to access
  • Budgetary considerations to ensure your software offers value for money and adheres to any financial constraints

In most cases, the benefits of efficiency, time-savings, and reduced manual administrative work mean a software program designed for associations is to the advantage of all association members and means new volunteers are more likely to be able to take on roles and responsibilities to help your group grow.

The aesthetic can also be influential, where the nature and style of your software should be consistent with the ethos and aim of your association. An excellent way to ensure your choice of software is a good match is to invite your members to vote to provide input to direct your software selection process. 

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