Here are some links that provide information on the nuts and bolts of running an association, including administrative issues, choosing an association management company, strategic planning, and human resources and staffing issues. These include best practices from other associations.

Affiliate Administration

• How to Create Articles of Incorporation
• Operational Policies to Assist Affiliates [PDF]
• Directors and Officers (D&O) Liability Insurance
• Choosing or Hiring an Executive or Management Company
  • Hiring an Association Management Company
  • Request for Proposal
  • "Staffing your association for the first time: AMC or full-time executive?." ASAE Center Collection, February 2006
  • "Selecting an Association Management Company." ASAE Center Collection, February 2006

Strategic planning

• How to Create a Mission Statement
• Strategic Planning in Non-Profit Organizations
• Tying Strategic Planning and Financial Planning Together
• Developing Business Plans

Staffing and HR issues

• Basic Staff Responsibilities
• Developing a Staff Succession Plan
• Next in Line: Five Steps for Successful Succession Planning
• Succession planning procedures

Finances

• Basics of Budgeting [DOC]
• Guidelines for a Financial Policy
• GSAE Financial Policies and Procedures [DOC]
• Financial Indicators for Nonprofits [DOC]
• Forecasting Expenditures
• Financial Check-up [DOC]
• How to apply for an educational grant [PDF]
• Raising Chapter Dues [PDF]
• UBIT and Maintaining tax-exempt status
  • You and UBIT
  • UBIT for Associations in a Nutshell
  • Ticket to Ride: A Prerequisite Tax Guide for Association CEOs
• Hiring an Accounting Firm [DOC]
• Audit Committees: Does Your Association Need One [PDF]
• Corporate responsibility: Avoiding holes in your Sarbanes-Oxley Compliance