RESOURCES FOR MEMBERSHIP TEAMS

A clearer renewal, from first import to final decision.

Practical guides for the people preparing member records, coordinating branches and reviewing renewal evidence.

Use these alongside your organisation's own rules and working procedures. Each guide covers a different part of the process, with fictional examples you can discuss without sharing member records.

01 / PLAN THE CYCLE

Membership renewal checklist

Agree the dates, requirements, owners and final reconciliation before the next renewal cycle.

02 / PREPARE THE RECORDS

Member data imports

Preserve external numbers, map branches and grades, resolve conflicts and reconcile the result.

03 / REVIEW THE CASE

Branch submissions and approvals

Give local officers a clear route to an independent central decision, including returned cases.

04 / EXPLAIN THE DECISION

Evidence and decision history

Connect the applicable rule, the facts available at the time and the reason for an exception.