Managing a union involves much more than maintaining a list of members. Staff may need to update member records, process dues, communicate with members, manage grievances, coordinate hiring hall activity, organize documents, prepare reports, and respond to questions...
For labor unions required to file Form LM-2, annual reporting should not begin when the filing deadline is approaching. A smoother process starts much earlier. Financial records need to be organized, transactions need to be categorized correctly, supporting...
No two membership organizations operate exactly the same way. They may manage different membership structures, employers, agreements, dues processes, staff responsibilities, reporting requirements, grievances, hiring halls, communications, and internal workflows....
Membership work does not always happen behind the same desk. Staff may work from the main office, attend meetings at another location, support members in the field, work remotely, or need information while traveling between responsibilities. Wherever the work happens,...
Moving to new membership management software creates an opportunity to improve how an organization works with its data. However, before staff can benefit from better workflows, reporting, automation, and access to information, existing records need to make the...
Membership organizations manage a constant flow of dates. A contract may be approaching expiration. A certification may need attention. A membership-related deadline may be coming up. Staff may need to follow up on a grievance, review a record, prepare for an event,...
