Member Recruitment and Retention Assessment and Planning Tool

Assess and improve your organization's approach to recruiting and retaining lived experience partners.

Estimated time: ~25 minutes

Resource Overview

This tool serves as a guide to evaluate and plan strategies for engaging members, particularly in lived experience partnerships. By assessing current practices and identifying areas of improvement; the tool helps systematically review member engagement lifecycle and develop actionable plans to strengthen their partnerships.

Supporting Document

Member Recruitment and Retention Assessment and Planning Tool Preview

Member Recruitment and Retention Assessment and Planning Tool

Interactive Learning Experience

This interactive assessment tool allows organizations to evaluate their recruitment, onboarding, and retention practices through 18 yes/no questions divided into two parts: Recruiting & Onboarding and Retention & Engagement. With progress tracking and actionable questions, it provides an effective resource for self-assessment and strategic planning to foster a healthy, sustainable membership model.

Open in New Tab