Membership Officer - Working with the National Office and National Membership Officer

Words of Wisdom

You do not need to do everything yourself.

The National Office and National Membership Officer are resources that can help Local Groups serve members more effectively.

What Success Looks Like

Member issues are resolved efficiently
Membership data is used effectively
Local efforts are supported by national resources
Communication between local, regional, and national roles is smooth

Best Practices

Use national resources rather than recreating systems locally
Keep communication clear and concise
Provide context when asking questions
Use available support early rather than waiting

Common Pitfalls

Confusing the roles of the National Office and National Membership Officer
Trying to solve system-level issues locally
Not using available reports or tools
Waiting too long to ask questions or seek assistance

Purpose

Clarify how the Membership Officer collaborates with national roles to support membership processes, resolve issues, and improve the member experience.

Guiding Principle

Local and national roles work together to support members.

The Membership Officer focuses on connection and experience at the local level, while national roles support systems, services, and broader strategy.

What This Means in Practice

The Membership Officer is on the Local Group starting point for member experience
National roles provide tools, systems, and support
Questions and issues are directed to the appropriate resource
Communication between local and national roles is timely and clear

You are not expected to do this alone. Resources are available at the local, regional, and national levels.

Key Areas of Collaboration

National Office Staff

The National Office provides administrative and operational support for membership.

This includes:

Membership records and systems
Admissions and prior evidence processing
Member benefits and services
Address changes and account updates
Support for member-related questions

Work with the National Office to:

Access reports (new members, lapsed members, etc.)
Resolve member-specific issues
Clarify processes or system-related questions

National Membership Officer (NMO)

The National Membership Officer is a volunteer leader who supports engagement and retention across the organization.

Work with the NMO to:

Get advice on engagement and retention strategies
Share ideas or challenges
Learn from best practices and programs

Regional and Local Support

In addition to national roles, support is available from:

Regional Vice Chair (RVC)
Local Board / ExComm

These roles can help with:

Problem-solving
Local strategy and alignment
Sharing ideas across groups

Using Reports and Tools

Regularly review:
- New member reports
- Lapsed member reports

Use reports to:
- Support welcoming efforts
- Guide outreach and engagement

Asking for Help

Contact the National Office for:
- Member-specific or administrative issues

Contact the NMO for:
- Strategy, ideas, and engagement guidance

Contact your RVC or local leadership for:
- Local coordination or problem-solving

If unsure, start with the National Office—they can help direct your question.