RETENTION BY DESIGN™

A Better Way
to Retain Members

For association leaders who've tried everything to improve retention
and don't know what to do next.

FREE RESOURCE INSIDEAre Your Benefits Hard for Members to Understand or Use?A quick self-guided audit to find where a benefit may be hard to understand or use.
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Here’s the Problem

You've Done Everything You Know to Improve Retention

You've reworked onboarding, pushed for more engagement, and added more benefits. Your team is working hard, chasing down renewals one member at a time. But retention isn't where you need it to be.

What your team hears at renewal
“We didn’t use any of the benefits.”
“We have to tighten our budget, so we’re cutting memberships.”
“It doesn’t align with where we are right now.”
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Why It’s Exhausting

The Pressure to Have a Plan

After all that effort, retention is still flat or dropping. And now you have to explain why.

You find yourself holding your breath every time the retention numbers come up. It's exhausting. And before long, the board asks the question you knew was coming:

“What’s your plan to improve retention?”

The one thing you can’t say is, “I don’t know.” So you start looking at another pilot project, another campaign, another webinar series. But in the back of your mind, you’re thinking:

“We just did this. What’s supposed to be different this time?”

You’re tired of putting new names on the same old ideas and hoping this will be the one that finally moves retention. There has to be a better way.

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What’s Possible

Imagine Walking Into Your Next Board Meeting Like This…

Picture sitting down at the boardroom table next year with complete, quiet confidence. You aren't bracing yourself for hard questions or pitching another pilot project just to show you're doing something. Instead, you're presenting retention numbers you feel good about:

01

Your board sees
the difference

Retention is no longer the crisis conversation. The numbers are moving toward your goal.

02

Your team stops
chasing members for renewals

No more high-stress search parties tracking down members one by one.

03

You become the leader
who found a better way

You got the retention number moving and gave the board the results it had been waiting to see.

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What’s Standing in the Way

Your Benefits Were Not Designed to Retain Members

Your member benefits were designed to do important things. Just not retention.

Educate Members

Courses, resources, reports, webinars, and guidance are built to teach and inform.

Bring Members Together

Conferences, communities, and networking opportunities are built to connect people.

Support Strategic Initiatives

New programs and offerings are often built to move the association’s priorities forward.

In other words, they were designed to do everything except retain members. Retention doesn’t just happen. It must be designed.

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How It Works

A Clear Way to Design Benefits That Retain Members

The Retention by Design™ System moves through three connected phases.

1

Choose What Membership Will Help Members Do

Choose the problem your membership is built to help solve.

What this phase does:Gives you a clear starting point for deciding which benefits matter most.
2

Map the Path Members Will Follow

Define what members need to accomplish, then map the path that helps them get there.

What this phase does:Shows where each benefit fits and what job it needs to do.
3

Design the Right Benefits for the Path

Assess the benefits on the path and decide what belongs, what needs work, and what is missing.

What this phase does:Makes retention part of what your member benefits are designed to do.
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Phase One

Choose What Membership Will Help Members Do

The Retention by Design™ Way
Traditional Approach
Starting Point
Starts with the problem your membership is built to help solve.
Creates benefits around different goals, requests, and initiatives.
Decision Lens
Clarifies who you are designing for and what they need.
Treats every benefit as if it serves everyone in the same way.
Why It Matters
Gives your membership one clear starting point for deciding which benefits matter most.
Leaves benefits useful, but not clearly designed to support retention.
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Phase Two

Map the Path Members Will Follow

The Retention by Design™ Way
Traditional Approach
Starting Point
Defines what members need to accomplish, then maps the path that helps them get there.
Builds programs and resources one at a time.
Decision Lens
Shows where each benefit fits and what job it needs to do.
Leaves members to decide what to use and why.
Why It Matters
Every member follows the same core path, with benefits adjusted where different groups need something different.
Activity does not automatically translate into retention.
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Phase Three

Design the Right Benefits for the Path

The Retention by Design™ Way
Traditional Approach
Starting Point
Assess the benefits on the path and decide what belongs, what needs improvement, and what is missing.
Keeps benefits because they are familiar, popular, or already on the calendar.
Decision Lens
Uses the Retention by Design™ standards to strengthen the benefits members will use.
Promotes benefits harder and hopes members use them.
Why It Matters
Retention becomes part of what your member benefits are designed to do.
Benefits remain useful, but not designed to retain members.
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Your Retention by Design™ Blueprint

What You Walk Away With

Your Blueprint brings the work together so leadership can see what membership is designed to accomplish, how members move toward that result, and how your benefits support the path.

01

Membership Promise™

Defines the core problem membership is built to help solve and the result members should be able to expect from belonging.

02

Member Design Profiles™

Shows what needs to be considered for each member group when designing the path and the benefits they will use.

03

Member Outcome Path™

Maps the points members need to move through to reach the result membership is designed to help them achieve.

04

Map Current Benefits

Shows where your current benefits fit on the member path and where something may be missing.

05

Decide What Stays

Identifies which benefits belong on the path, which need to be improved, and what needs to change.

06

Check What Stays

Uses the Retention by Design™ standards to strengthen the benefits members will use.

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What You Need to Know

Frequently Asked Questions

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The Next Step

Ready for a Better Way to Retain Members?

Get Retention by Design™ Get the Free Resource

A quick self-guided audit to find where a benefit may be hard to understand or use.

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