ASSOCIATION SOLUTIONS
Confidential Client Questionnaire
Site created by		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 via a Secure Server. 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!

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