It’s hard to believe that we are already ending the first quarter of 2009. With all the hype from a new president to the worries over the economy, these first few months have gone by quickly. But, being aware of this and being mindful of how staying on track to achieve our annual goals is a great strength and opportunity for any organization or person to adopt.
It’s not uncommon for professionals or associations to set annual goals at the beginning of each year, but how often do they become like most other new year’s resolutions that are forgotten by Valentine’s Day? Even if you didn’t set annual goals for your association this year, you can still benefit from reviewing the first quarter. Use these prompts to help you reflect back on the first quarter of 2009 and identify successes and areas that need more attention in the coming months.
- How many new members joined the association?
- Are you on track to reach your annual goal?
- How many renewed membership?
- What is your retention rate thus far?
- Are you on track to reach your annual goal?
- Are you ahead or behind the game for accomplishing tasks that were scheduled to be accomplished in the first quarter?
- What new connections with possible partners or sponsors has your association made?
- Did you release any products/publications this quarter?
- How much money has your association received through membership dues, donations and non-due revenues?
- Are you on track to reach your annual goal?
- Review the association’s spending, are you within budget?
- What response did you receive from marketing efforts?
- Did you receive positive feedback from communication with members?
- What are areas that you’ve identified as successes for the first quarter of 2009?
- What areas have you identified that need more attention, work and focus to help you reach your annual goals of 2009?
- Are there areas of operation that you should consider outsourcing or getting assistance with?
- How do you need to adjust your workflow, marketing, budget, plans, operation, etc. to get on track, or stay on track to achieve your annual goals?
Simply taking an hour or two to review how your association has preformed over the past few months can greatly increase your chances for having a successful 2009 as you can adjust your plan for the next 3 quarters.

