Association Playbook
Templates and Tools for People Who Run Associations
Not every association needs a management company. Some just need the right checklist, policy, or email at the right moment. Association Playbook, by Kelly Dando Consulting, packages what we use every day into templates and tools your board and volunteers can pick up and run with.
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Start with a free tool
Association Health Scorecard
Twenty-four questions across six pillars of association operations. Find out where you are strong and where things are slipping.
AMS Buyer’s Guide
Choosing an association management system is one of the costliest decisions a board makes. Know what to ask before you sign.
The Weekly Play
One practical play in your inbox each week: governance, membership, money, and operations, in five minutes or less.
Templates
Templates built from real association work
Board Transition Checklist
Hand off from one board to the next without losing passwords, bank access, vendor contacts, or institutional memory.
60-Day Renewal Email Set
A ready-to-send sequence that brings members back before they lapse, not after.
Reserve Policy Starter
A starting point for the reserve policy your treasurer and auditor keep asking about.
New Association Launch Kit
The essentials for getting a new association or chapter off the ground on the right footing.
Questions
Questions boards ask us
How is Association Playbook related to Kelly Dando Consulting?
Do I need to hire Kelly Dando Consulting to use the templates?
Where do I buy and download the templates?
Would you rather we run it for you?
Templates help you do the work. Kelly Dando Consulting does the work: governance, membership, events, finance, and technology, handled by a full team.
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