Are you ready to invest in Strategic Operational Partner?

In an age where time is limited and resources are abundant, it is easy to fall into the ‘shiny object’ trap. Outsourcing has never been easier but when choosing an operational partner, key considerations need to be prioritised, rather than contracting the best priced or the most active option on social media. 

Why are you outsourcing? 

• What is the pain point or problem you are trying to solve?
• Have you outsourced in the past? What were the results?
• What does success or a great result look like?

What are the short and long term goals of your organisation?

• Is outsourcing required for a limited time or specific project?
• Are you needing a partner for the long haul?

Is your organisation ready to invest in an operational partner?

• Have you prepared a scope?
• Have you reviewed your budget?
• Have you discussed internally who and how this partnership will be managed?

Combining the above, what type of professional do you really need?

Often, after assessing in detail, it becomes apparent that a multi-discipline experienced professional is required. 

That’s where we come in as a Strategic Operational Partner. 

What do we do?

High-level and detailed strategic planning for your organisation. 

AND

The implementation of that plan. 

Usually, you would engage a consultant for the strategic review and planning and then an administration manager (+ other professional service providers) for the actionable items and day-to-day tasks. 

As ‘The Alfred to your Batman’ we do both.

A Strategic Operational Partner is your guide and expert organisation manager and implementer and provides you with a capable, productive team. Supported, reassured and confident leadership and KPIs that are being achieved. 

The right partner is equally (if not more) obsessed with your members and purpose and works with you to exceed the benefits and outcomes your membership offers.

Types of organisations we work with:

• Associations
• Membership organisations (Coaches, Online Course Providers, Clubs)
• Foundations & Charities

Why Partner with Piccolo:

• We exist to elevate the member experience. Everything your organisation creates is to benefit or improve outcomes of your members, we believe this is important work and so we are invested in the same mission. 
• We currently manage 1,000’s of members across a variety of associations and membership organisations. 
• We are innovative and always looking for ways to grow memberships and maximise the membership value, creating loyal members and streamlined services with excellent satisfaction scores. 

What can the you expect when we’re engaged to manage these services:

• A trusted and loyal advisor, collaborator and expert organisation manager on their side
• We give volunteers, entrepreneurs and boards time back in their schedules, and move the needle forward every day without them needing to constantly oversee.
• Our team are all tertiary qualified and experts in conference management, association management and sales and customer service. 

The nitty-gritty – what does a Strategic Operational Partner actually do for membership organisations?

Mostly, Professional Secretariat and Administration Services.

Our detailed service listing is below and can be used to help you with question 3 above. 

01 Membership Management:

• Maintenance of membership lead enquiries, implementation of nurture sequences (email), sales calls and follow up, and reporting
• Management of the joining process, application review in accordance with requirements and member support. 
• New member onboarding
• Renewal process management including member communications, payment follow ups and confirmations, and renewal reviews.
• First point of contact for all members and prospective members, ensuring daily responses to all enquiries, consistent and on-board communications and excellent customer service (leaving the Committee or Founder more time to focus on the delivery of the mission)
• Membership email inbox management
• Database management, including membership profiling (to the extent your system allows)

02 Secretariat & Administrative Services:

• Professional secretariat and administrative services, supporting the on-going organisational needs
• Coordination and attendance at committee meetings, providing updates and tasks across all functions of the organisation, including AGMs. 
• Creation of meeting agendas, minute taking, distribution of minutes and reports and creation and maintenance (including accountability) of agreed task lists and action items. 
• Organisation inbox management
• We can manage all functions of your organisation, ensuring all workflows, policies and procedures are created and followed, ensuring a streamlined and consistent service.
• Maintenance of documents and updates, template creation, proofreading, transcription, presentations and members as required ensuring the smooth running of your organisation
• Liaison between committees and members
• General administrative support

Conference, Event and CPD Management

• Complete Event Management and Onsite Event Management 
• Assistance in creating a CPD event program, meeting the organisations requirements to members and industry standards. 
• Creation of CPD certificates, in line with the CPD policy of the organisation

Marketing / Social / Website Support

• Assistance in creation and design for email marketing content, member newsletters, social profiles and websites.
• Collation of articles and submissions for member libraries, newsletters, journals, publications
• Creation and maintenance of events calendar for digital or print publication
• Coordination and management of sponsorship contractual entitlements and obligations
• Membership engagement support (membership platform or basic social media uploads)

Sponsorship & Collaborations

• Research and proactive management of potential sponsorship opportunities
• Design of sponsorship prospectus and inclusions, making the most valuable packages for the organisation goals, member expectations and sponsors objectives.
• Contracting and management of all communications and logistics for the sponsor 
• Preparation and implementation of the sponsorship manual, ensuring sponsorship contractual entitlements and obligations are met.