Is Your Association Getting the Most from Its AMC?

Our Proven Process

• Define Your Objectives
  We start by understanding your goals. Whether you're evaluating cost-effectiveness, exploring new contract models, or seeking better alignment with your strategic plan, we tailor the audit to your needs.
• Collect Financial & Operational Data
  We analyze:
  • Your financial statements (audited and internal)
  • AMC contract terms and scope of services
  • Membership and revenue trends
  • Program, event, and operational performance
• Benchmark Against Industry Standards
  We compare your AMC’s performance to:
  • Sector-specific benchmarks (ex: ASAE, CSAE)
  • Comparable associations by size, structure, and revenue
  • Key metrics like AMC cost per member, profitability, and growth rates
• Normalize for Fair Comparison
  We adjust for:
  • Membership types (ex: student, retired, inactive)
  • Revenue mix (dues vs. non-dues)
  • Inflation and exchange rates (if applicable)
• Analyze Cost vs. Value
  We assess:
  • AMC fees as a percentage of revenue and expenses
  • Cost per member vs. value delivered
  • Growth alignment with your strategic goals
  • In-house vs. outsourced cost equivalency
• Recommend Payment Models
  We present multiple payment structure options, such as:
  • Flat per-member rates
  • Percentage of dues or total revenue
  • Base + performance incentive models
  Each model includes 5–10 year projections to show financial and operational impact.
• Deliver a Clear, Board-Ready Report
  You’ll receive a concise, visual report with:
  • Key findings and insights
  • Strategic considerations
  • Actionable recommendations
  • Optional presentation to your board or leadership team

"The Planning Group was instrumental in helping us understand the value we were receiving from our AMC and renew our contract successfully. As a board, we had an obligation to ensure we were getting strong value, but we wanted to avoid going to RFP if possible. The analysis and insight from this project gave us the peace of mind, and facts, to negotiate a new contract and ensure the ongoing success of our relationship with our AMC."