The New Board Year Playbook
Fix CE, Membership & Communications Before Q2
What This Playbook Is
A clear, board and staff-friendly operations playbook for the new board year.
The New Board Year Playbook was built for the moment new leadership walks in and asks “what do we fix first?” Inside, you’ll find a structured way to assess what’s working, where the strain is, and what to prioritize—without adding more tools or work.
Inside This Playbook:
CE & Event Operations
Membership Engagement & Renewals
Communications & Data Visibility
Leadership Transitions & Continuity
The 2026 Modernization Guide for Mental Health Associations
A practical planning framework to strengthen continuing education, membership, communications, and leadership workflows in the new board year.
What This Guide Is
A clear, board- and staff-friendly roadmap for modernization without complexity.
The 2026 Modernization Guide was created to support mental health associations during planning season, leadership transitions, and operational reviews.
Inside, you’ll find a structured way to assess what’s working, where strain exists, and what to prioritize without adding more tools or work.
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