Whitepaper
The Business Climate Report as a Member Benefit
How associations and chambers get their business climate survey and member survey out of Excel and turn them into the case for the membership fee
What you get
- Why the business climate time series breaks in Excel and what it needs instead
- The ifo and DIHK question canon, the balance per question and the climate index with both common formulas
- Weighting to the member structure and the question of what the report may claim
- The service portfolio from importance and satisfaction as the basis for the strategy retreat
- A worksheet for the hours per wave that keep the reporting work in an association invisible
- Three arguments for the fee that come from the data, and the interactive report as a member benefit
- A 90-day plan for the next wave and a checklist of twelve questions
In short
The business climate survey is the product that puts an association in the press, and it is built in an Excel file with one tab per wave that one person understands. The member survey comes from an agency every three years and does not answer which service justifies the fee. This whitepaper describes the unchanging question canon and the formulas for balance and climate index, weighting to the member structure, the service portfolio from importance and satisfaction, and the early-warning system from intention to cancel and recommendation. It then shows how the report becomes a member benefit: an interactive business climate report per section that members open themselves. Added to that are a worksheet for the hours per wave, three arguments for the fee drawn from the data, three legitimate objections, a 90-day plan and a checklist of twelve questions.
- Who it is for
- Associations & chambers
- Format
- PDF, 11 pages, with worksheets and checklists
Contents 11 chapters
- 01 Two surveys that define an association
- 02 The Excel trap: why the time series breaks
- 03 The canon and the metrics
- 04 The member survey as a portfolio
- 05 From report to member benefit
- 06 The calculation: hours per wave
- 07 Three arguments for the fee that come from the data
- 08 Three objections that are legitimate
- 09 The first 90 days: the next wave
- 10 Checklist: twelve questions before you start
- 11 Where DataLion fits in
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