Skip to content

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.

Browse the TemplatesTake the Free Scorecard

Free to start

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.

Take the scorecard →

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.

Read the guide →

The Weekly Play

One practical play in your inbox each week: governance, membership, money, and operations, in five minutes or less.

Subscribe free →

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.

See Membership Options

Questions

Questions boards ask us

How is Association Playbook related to Kelly Dando Consulting?
Association Playbook is the self-serve side of Kelly Dando Consulting. The templates and tools come from the same playbooks our team uses to manage associations day to day, packaged so volunteer-led organizations can use them on their own.
Do I need to hire Kelly Dando Consulting to use the templates?
No. The templates are designed to be used on their own by boards, staff, and volunteers. If you later decide you would rather have a team run it for you, we are happy to talk.
Where do I buy and download the templates?
Everything is available at associationplaybook.com, where you can browse the full library, start with the free tools, and see membership options.

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.

Book a Discovery Call