System Planning Template

Turn your scattered notes into a foundation for your next system. Get your free system planning template for a new engagement system to manage members or practitioners.​

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Kicking off a new CRM, registry, or member system? You’re probably already facing it: different teams with different expectations, uncertainty about what’s in or out of scope, and growing pressure to "just get started."

It’s overwhelming, and it's easy to miss something critical until it’s too late.

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This free planning template helps you break down, take stock, and build a shared understanding before you dive in, ensuring everyone’s on the same page from day one.

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You’ll walk away with:​

• Clarity on needs and wants

• A project scope grounded in real needs

• A tool to align teams and get stakeholder buy-in

• Fewer surprises, less stress, and more control

 

Who it’s for:

Associations, regulatory bodies, councils, unions, and non-profits — any team managing members or practitioners and planning a system change or establishing a new system to oversee members and practitioners.

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Fill out your details below to gain access to your copy of your free system planning template.