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Consulting Services
Association
Xpertise is a full-service firm uniquely focused on the needs of
associations and non-profit organizations. While we are based in
Calgary, Alberta, Canada, we have the capability to work with
clients across Canada and the United States.
AXI's consulting services can be generally
categorized into five areas of practice: governance,
operations, programs
and services, membership
development, and technology.
For services not listed below, contact AXI
for further information.
AXI facilitates and/or provides Boards with the
following services:
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governance implementation
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governance review
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board orientation and training
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board recruitment and retention
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board/staff relations
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member needs research
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environmental scan
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strategic planning (or more precisely,
planning strategically)
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strategic restructuring (e.g. merger)
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constituent relations (members, components,
affiliates)
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policy development
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change management
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organizational review/organizational design
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bylaws review and better practices
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board meeting and AGM effectiveness
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statutory compliance audit
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policy compliance audit
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external advisor
For specific matters not listed above, or to
discuss your needs in more detail, contact AXI.
AXI can provide the following value-added
services to executive directors and CEOs and their staff:
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operational, process or departmental reviews
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budgeting
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financial management and reporting
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internal control
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revenue generation and cost control
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staff selection, training and evaluation
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compensation evaluation
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board/staff relations
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development and documentation of policies
and procedures
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better practice identification
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external advisor
For specific matters not listed above, or to discuss your needs in more detail, contact AXI.
AXI can bring tangible results for associations
and non-profit organizations in the following areas related to
programs, services and products:
For specific matters not listed above, or to
discuss your needs in more detail, contact AXI.
AXI can assist your organization in improving
recruitment and retention results, determining member needs and
perceptions, improving customer service, and streamlining and
improving member processes.
AXI can also work with your organization to get
full value and benefit from your membership database and member
records.
For specific matters not identified above, or to
discuss your needs in more detail, contact AXI.
AXI can bring a unique capability to your
organization with respect to the use of technology, your
membership database software, and your web site. We not only
understand technology from a high-performing user perspective,
we also understand the work inputs, outputs, and processes
within associations and non-profit organizations.
We can bridge the gap between the
decision-maker, manager or user who does not fully understand
the technology and its potential, and the technology provider
that is focused on making a sale and has superficial knowledge
about the inner workings of associations and non-profits, and
their members' needs.
For specific matters not listed above, or to
discuss your needs in more detail, contact AXI.
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