Member Data Audit Checklist 

Your association’s success depends on accurate, accessible data. Without it, tracking engagement, measuring retention, and proving impact become nearly impossible. It's pivotal to evaluate whether your AMS is giving you the insights needed to drive growth, improve member experiences, and optimize revenue. 

Key Areas to Audit 

• Member Growth & Retention – Can you track new, lapsed, and returning members over time? 
• Engagement Tracking – Does your system capture and analyze event participation, email interactions, and online activity? 
• Revenue & Dues Management – Are you able to monitor financial trends, automate renewals, and analyze pricing effectiveness? 
• Data Accuracy & Completeness – Do you regularly audit for outdated records, duplicates, or missing information? 
• Advanced Reporting & Insights – Can you generate dashboards, heatmaps, and automated reports to support data-driven decisions? 

Ready to Take Control of Your Data? Download the checklist to assess your current AMS and identify opportunities for improvement. Get the Checklist Now!