Library
Free tools, templates, and guides, in one place.
Checklists, templates, and calculators for choosing and moving membership software and running your organization, plus long-form guides and the security and policy documents your board and IT team will ask for.
Nothing in the library matches both filters yet.
Tools and templates
AMS migration checklist: 49 steps to switch membership software
Work through a membership software switch in seven phases, from choosing a go-live date to your first renewal run. Your progress saves in your browser, and you can print the list for your team.
Open the free tool
Migration timeline estimator: how long your software switch will take
Answer seven questions about your members, data, and team. You get a timeline in weeks for each phase, a suggested go-live date, a warning if launch lands near your renewal peak, and tips to shorten the project.
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Tech stack cost calculator: what your chamber's tools really cost a year
See what your current tools really cost per year: subscriptions, payment and ticketing fees, and the staff hours spent moving data between them. Then compare year 1 and ongoing costs with any all-in-one platform quote.
Download it free
Membership software RFP template: 26 requirements and a scoring sheet
A ready-to-send request for proposal in Word. Send the same document to every vendor on your shortlist and compare like with like: requirements, onboarding, full first-year cost, references, and a weighted score.
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Event software scorecard: compare 3 platforms on 10 association criteria
Take it to every vendor demo. Score up to three event platforms on 10 criteria that show whether a platform knows your members, estimate the true yearly cost of each, and record strengths, gaps, and open questions.
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Data migration workbook: map, check and move your member records safely
Four tabs that keep member data safe during a software switch: a data inventory, a field map with conversion rules, a validation sheet that flags any difference between old and new systems, and an 18-task cutover plan.
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AMS migration communication kit: 9 ready-to-edit templates
Nine ready-to-edit messages for your board, staff, and members, timed from the decision to 30 days after launch, so members feel looked after during the switch instead of surprised by it.
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Member risk scoring sheet: find members at risk of not renewing
Paste a simple export from your membership system and every member gets a risk score from 0 to 100, a tier, days to renewal, and a suggested action. Adjust the points to fit your organization.
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Board report template: an 8-slide PowerPoint for your membership numbers
An eight-slide deck with editable charts that turns your membership data into a clear board update: headline numbers, membership and renewals, engagement, members at risk, revenue against budget, decisions, and agreed KPI definitions.
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AI prompt library for association staff: 15 ready-to-use prompts
Fifteen prompts that help your team draft, personalize, summarize, and connect, in six categories. Copy a prompt, fill in the brackets, and review the result before it reaches a member.
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Security and policies
Security at Melora Connect
How Melora Connect protects association and member data: database-enforced access rules, encryption, audit logs, backups, and approved staff access.
Read the document
Service Level Agreement
Melora Connect aims for 99.5% monthly availability on paid plans. How uptime is measured, what is excluded, service credits, and support.
Read the document
Privacy Policy
How Melora Connect collects, uses, shares and protects personal information, the service providers we use, and your privacy rights and choices.
Read the document
Accessibility Statement
Our goal for Melora Connect is WCAG 2.1 Level AA. See what we have done so far, the known limitations, and how to get help or send feedback.
Read the documentSee it with your own data in mind.
A walkthrough with our team, built around how your organization works today.
- A walkthrough with our team
- Built around how your organization works today
- Staffed onboarding on every plan