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Self-Paced Online

Work Smarter, Serve Better

Streamlining Workflows for a Stronger Association

What You Will Learn

  • Identify recurring workflow pain points within their organization and reframe them as opportunities for systemization
  • Apply practical tools (e.g., Microsoft Planner, Teams, Forms, Excel, Google Photos, and comparable platforms) to streamline operations and reduce manual tasks
  • Develop standardized templates and repeatable processes for events, membership campaigns, and sponsorship execution.
  • Implement engagement planning strategies that align revenue generation with member value
  • Create clearer communication structures that reduce team stress and increase accountability
  • Establish a sustainable approach to process improvement by starting small and building incremental wins

Share this program:

What You Will Learn

  • Identify recurring workflow pain points within their organization and reframe them as opportunities for systemization
  • Apply practical tools (e.g., Microsoft Planner, Teams, Forms, Excel, Google Photos, and comparable platforms) to streamline operations and reduce manual tasks
  • Develop standardized templates and repeatable processes for events, membership campaigns, and sponsorship execution.
  • Implement engagement planning strategies that align revenue generation with member value
  • Create clearer communication structures that reduce team stress and increase accountability
  • Establish a sustainable approach to process improvement by starting small and building incremental wins

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Price

$45 for Member
$75 for Non-member

60 minutes
Date Published

June 10, 2026

Publisher

Michigan Society of Association Executives

Subjects

Association Management, Events, Marketing, Member Retention, Membership Growth, Operations & Workflow Optimization

Questions

For immediate assistance please consult our FAQ page. If you're unable to find the answer you need, please call 737-201-2059 (M-F, 8am-6pm CT) or e-mail customer service.

Summary

Work Smarter, Serve Better delivers practical, immediately applicable strategies to help association professionals reduce burnout, increase efficiency, and strengthen member value. Designed for teams balancing events, membership engagement, sponsorship sales, communications, and administrative responsibilities, this session demonstrates how thoughtful workflow design and intentional process improvement can create space for creativity, strategic thinking, and stronger service delivery.

The webinar guides participants through identifying recurring operational pain points such as: sponsorship and engagement planning, team management, membership cycles, routine tasking, event planning timelines, and content management - and reframing them as opportunities for systemization. Rather than adding more to already full plates, the focus is on simplifying, standardizing, and automating existing responsibilities to reduce friction and prevent unnecessary stress.

Practical applications of widely accessible tools including Microsoft Teams, Planner, Forms, Excel, and Google Photos are explored as scalable solutions for centralizing information and improving collaboration. Attendees will see real-time examples of how standardizing processes and supporting multiple priorities at once can add value to existing structures and support new goals.

Most notably, the webinar examines a case study of how structured annual engagement planning can align revenue generation with member value. By consolidating sponsorship, advertising, and thought leadership opportunities into a comprehensive engagement framework, organizations can create clarity for both staff and partners, reduce last-minute scrambling, and drive measurable revenue growth. Adjusting event timelines, resetting trackers annually, and developing predictable membership communication cycles are presented as practical methods for increasing efficiency and reducing stress across the year.

Ideal for association professionals working within lean teams, this session provides a clear roadmap for sustainable productivity, stronger team morale, and operational systems that directly support strategic goals and meaningful member impact.

SWOD-27932

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Presenters

Ashley Wakefield

Ashley Wakefield is the Director of Membership, Marketing & Events for the Michigan Manufacturers Association (MMA),... Read More

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Program Titles and Supporting Materials

This program contains the following components:

Media Files
Work Smarter, Serve Better - Video
Downloadable Files
Work Smarter Serve Better - Handout
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Credit

If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). If electing credit for this program, registrants in jurisdictions not listed below will receive a Certificate of Completion that may or may not meet credit requirements in other jurisdictions. Where applicable, credit will be only awarded to a paid registrant completing all the requirements of the program as determined by the selected accreditation authority.

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How to Attend

Join the self-paced program from your office, home, or hotel room using a computer and high speed internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like. Please note: Internet Explorer is no longer a supported browser. We recommend using Google Chrome, Mozilla Firefox or Safari for best results.

Technical Requirements
You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.

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