Association Management 

At The Ordered Step, we bring structure, creativity, and experience to the complex world of association management. With a background spanning leadership, nonprofit operations, corporate events, and communications, our team understands what it takes to support your board, serve your members, and cultivate lasting relationships with sponsors and partners.

We provide a customized, hands-on approach to management, one that combines strategic insight with seamless execution. From day-to-day administration and financial oversight to event planning, marketing, and member engagement, we deliver organized systems and reliable support that allow your association to thrive.

When you partner with The Ordered Step, you gain more than a management team, you gain a proactive ally dedicated to helping your organization grow with clarity, confidence, and purpose.

Contact us today to explore how we can help your organization operate efficiently, engage members, and achieve its mission.

The Ordered Step offers customizable association management solutions tailored to your organization’s goals, structure, and budget. Our services include:

  • Administrative

    The day-to-day operations of your association deserve care, structure, and consistency. From managing records and responding to member inquiries to coordinating vendors and preparing materials for Board or committee meetings, administrative excellence is what keeps an organization running efficiently.

    At The Ordered Step, we bring clarity and order to the details that drive your mission forward. Our administrative support covers document management, correspondence, scheduling, minute-taking, database maintenance, and executive assistance — all handled with professionalism, responsiveness, and a genuine commitment to service.

    We operate as an extension of your team, ensuring your association’s daily functions are handled with precision, confidentiality, and warmth.

  • Member Management

    Your members are the heartbeat of your association and their experience shapes your organization’s success. The Ordered Step provides hands-on membership management to help you attract, retain, and engage members with efficiency and care.

    We can serve as your primary point of contact for all member inquiries, renewals, and communications. Our team maintains secure databases, manages registrations and renewals, and ensures every interaction reflects your organization’s professionalism.

    We also partner with your leadership to design and implement recruitment campaigns, retention and renewal programs, and member recognition initiatives such as scholarships and awards. Whether planning member-focused events or supporting your Board and committees, we help strengthen relationships and foster a connected, thriving community.

  • Events & Meetings

    Events are where your mission comes to life, connecting members, sponsors, and stakeholders through shared experiences. From small meetings to large conferences, The Ordered Step provides complete event and meeting management, or advisory support as needed.

    Our team creates detailed project and event plans, negotiates vendor contracts, manages budgets, and oversees all logistics from planning to execution. Services include:

    Venue sourcing and vendor coordination (A/V, décor, catering, etc.)

    Attendee management and registration

    Marketing and communication materials (programs, signage, invitations)

    Contract, invoice, and payment management

    On-site logistics and staffing

    Live or silent auction management

    Speaker, sponsor, exhibitor, and volunteer coordination

    Photography and event recap materials

    Whether in person, hybrid, or virtual, we ensure each gathering runs smoothly, engages your audience, and reflects your organization’s values.

  • Marketing, Website & Communications

    How your association communicates with members and the public shapes perception and engagement. The Ordered Step offers integrated marketing and communication support to keep your message clear, consistent, and compelling across every channel.

    Services include:

    Digital Strategy & Online Presence: Managing your website, social media, and email marketing to reflect your association’s mission and maintain visibility.

    Content & Collateral Creation: Designing or collaborating on newsletters, programs, graphics, signage, and branded materials.

    Photography & Visual Assets: Capturing key moments and maintaining organized digital libraries to enhance storytelling and brand consistency.

    Email Campaigns & Contact Management: Distributing news, announcements, and event promotions with precision and professionalism.

    Online Member Surveys: Gathering feedback to understand member needs and guide future decisions.

    Outreach & Prospecting: Building targeted outreach lists and strategies to attract new members and strengthen partnerships.

    Our team ensures every message — digital or print — reflects your professionalism and connects meaningfully with your audience.

  • Financial Management

    We provide light financial management support designed to keep your association organized and financially efficient, without replacing the role of your Treasurer or accountant.

    Our team assists with day-to-day financial tasks connected to operations and events, including:

    Tracking vendor invoices and payments

    Managing event registration fees and deposits

    Preparing expense summaries and financial reports for board review

    Supporting the Treasurer with budget updates and documentation

    Coordinating with accountants or auditors as needed

    We focus on the administrative flow of funds — ensuring accuracy, documentation, and transparency — while your Treasurer and financial team maintain overall fiscal oversight.

    This balanced approach keeps your finances organized, compliant, and easy to manage without overcomplicating the process.

  • Project & Strategic Consulting

    Behind every successful initiative is a clear plan and strategic oversight. The Ordered Step partners with your leadership to develop and manage event strategies, special projects, and key initiatives from concept through execution.

    We identify milestones, manage timelines, track deliverables, and coordinate budgets to keep your team focused on the big picture. Acting as both consultant and project manager, we align your goals with actionable strategies — turning ideas into well-organized, measurable outcomes.