The problem
Most AMS regrets start in the demo. A slick walkthrough sells features you will never use and skips the ones you need every day. You find the gaps after the contract is signed and your data is already moved.
When to run it
When your current system is up for renewal, or before you sign anything new. Start at least six months before your current contract ends.
The steps
List what you do every week
Write down the tasks you and your volunteers actually do. Process renewals, register people for events, send emails, pull reports for the board. Note who does each one and how often. These are your real workflows.
Get the rest of Play 009
- 5 more steps
- The mistakes to avoid
- The questions to ask every ams vendor template
- The system access checklist template
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Get one play a week
The Weekly Play. Short enough to read before your next board call.