Plan and strategize proficiently to stay on track.

What Our Strategic and Operational Planning Services Include

Survey Creation, Distribution, Collection and Analysis

  • Crafting surveys targeted to your unique members and needs
  • Using email, mail, your website and more to send and retrieve surveys
  • Analyzing collected survey data to find trends and actionable insights

Leadership Meeting Management

  • Finding venues, schedules and more logistics that work for your leadership
  • Creating precise agendas that structure leadership meetings and prompt discussion
  • Facilitating meetings while encouraging participation and consensus

Leadership Training

  • Customizing thorough, empowering leadership training programs 
  • Pulling from a focused array of topics to provide leadership with valuable tools
  • Adapting training methods to your association’s industry, size and more

Mission, Strategy and Goals Development and Facilitation

  • Collaborating to define and refine your core mission
  • Building successful strategies that matches your mission and leverages strengths
  • Setting clear, measurable goals that meet your strategic objectives

Operational and Budget Planning

  • Translating your strategic plan into an operational plan with defined action steps 
  • Developing a realistic, resource-conscious budget that bolsters your operational plan
  • Ensuring your operational plan and budget are designed to achieve your strategic plan

Reaching your goals with the resources you have isn’t necessarily a simple matter.
We help you do exactly that with a clear road map that smartly allocates your resources. All the while, we take your association’s host of voices into account and ensure stakeholders are on the same page.

Do you need comprehensive strategy and planning assistance?

How Strategic and Operational Planning Helps Your Association

It’s one thing to know where you want to go, but getting there is another endeavor altogether. 

We learn from you to make your vision a logical plan with a practical budget. With a streamlined planning process, informed leadership and member input, your goals are well within your grasp. Plus, we remain flexible as your needs and resources change.

Our managed strategic and operational planning services carry enormous benefits:

  • Clarity and adaptability in your strategic plan
  • Well-informed, trained leadership
  • Data-driven insights
  • Optimized, budget-oriented operations
  • Measurable progress and milestones

Why You Can Count on CM Services

Planning, strategizing and organizing are just a few of our team’s specialties. Our five decades of successfully handling a variety of challenges for our clients have only honed those skills.

We’re proud of our work! And we’re happy to lend your association our expertise so that each effort and each dollar advance your mission.

Learn about our meticulous association partnership process.

Are You Ready?

Plan strategically, and hit targets with precision.

Our 90-Day Guarantee

We promise to prove that CM Services is the best association management company (AMC) for your association. If at any time in the first 90 days of partnership you’re not happy with our work, we will refund 50% of your fees and help you find a new AMC.