Initial meeting with client to determine funding needs – private, state, or federal. Review financial information along with membership support. What are the short-term and long-term goals for the client? Do they have enough membership support for multi-year projects. This step takes on a very specific component of strategic planning that aligns with the overall association’s strategic goals. The PMG grant management department will provide an over-arching view of where grants may fit into the association along with a breakdown of components that will be required for a funding opportunity to be successful.

We will also review technical details as part of strategic grant planning: qualify for a private, state, or federal grant; any previous grant experience, bylaws, association status (IRS), already in the .gov system or needs to be registered (UEI and CAGE Codes), etc.

Grant Research and Analysis

After completing the strategic grant planning session, the grant management department will start to research funding options that align with the client’s needs across all spectrums. Once grant opportunities have been reviewed by all interested parties, the Director of Grants Management and/or the designated Grant Manager will meet with the client to determine if goals are still aligned, if original goals have changed, financial status has been updated, and if the research and analysis being provided still aligns with original strategic grant plan.

Potential Funding Review

When a funding opportunity is found that specifically aligns with the strategic grant plan and the client, the Director of Grants Management and/or the designated Grant Manager will update the client and set up meetings to review the potential funding opportunity. As part of the conversation, PMG will provide a detailed summary including the Notice of Funding Opportunity (NOFO) and a summary of the details/requirements. A sample timeline, overall budget, project narrative ideas, and staffing recommendations will also be discussed to get the grant flow started. Once the call is completed, an “after-call summary” will be provided via email, and meetings will be set up on regular occurrences to discuss drafts, review details, update information, and final sign-off before official submission.

Sample Timeline

Days 1-30: Introduction to all client related details and introduction to PMG Grants Department. Begin strategic grant planning with client and discuss potential paths forward for funding opportunities and best alignment.

Days 31-90: The PMG Grants Department will start to look for opportunities (private, state, and federal) that align with the strategic grant plan and relay information back to the appropriate person(s) for review. If something appears promising or the client would like to pursue, we can start conversations on next steps.

90 Day Review: The client meets with Director of Grants Management and/or Grant Manager to discuss opportunities and alignment, if there are any adjustments to make in funding searches, and continue moving forward with reviewing potential opportunities.

After 90 days: We continue to evaluate the client needs, research funding opportunities, and update as appropriate.

The PMG Grants Department will provide a structured, strategic process to help clients identify and prepare for competitive private, state, and federal grant opportunities. Over a typical 3–6‑month timeline, PMG works with clients to clarify funding needs, assess organizational readiness, and align grant pursuits with broader strategic goals.

The package includes three primary phases:

1. Strategic Grant Planning – PMG evaluates funding goals, financial capacity, membership support, and technical requirements such as IRS status, past grant experience, and federal registration readiness.
2. Grant Research & Analysis – PMG conducts targeted research to identify opportunities that match the client’s strategic priorities, adjusting recommendations as goals and circumstances evolve.
3. Potential Funding Review – When viable opportunities arise, PMG provides detailed briefings, including NOFO requirements, draft timelines, budget considerations, and project narrative guidance, followed by ongoing collaboration through submission.

Clients receive continuous updates, structured check‑ins, and a weekly report summarizing potential opportunities. All services are delivered for a one‑time fee that includes dedicated hours and comprehensive support.

Great causes often fail to raise funds because their public brand doesn’t match the scale of their mission. If a donor is inspired by your “Case for Support” but lands on a confusing website or sees an inactive social media presence, the “Trust Gap” widens, and the donation never happens.

This package eliminates that friction, aligning your Marketing and Development efforts to ensure every brand touchpoint is optimized for one thing: Donor Conversion.

Phase 1: Discovery

The process begins with a comprehensive Brand Audit conducted through the lens of donor psychology and audience conversion. We dive deep into the competitive landscape to understand your organization’s unique positioning while evaluating the existing narrative to see if your storytelling truly resonates with high-value supporters. This phase includes a rigorous digital health check, where we analyze website analytics, user experience, and social media presence to identify “friction points” that may be discouraging potential donors. By the end of this phase, we have a clear map of your brand’s consistency, values, and audience behaviors.

Phase 2: Strategy

Building on the insights from our audit, we transition into the Strategy phase to define the “how” behind your growth. We refine your brand promise and values, ensuring they are woven into a consistent narrative that speaks directly to your primary donor segments. This stage is focused on Conversion Rate Optimization (CRO), where we plan the technical and visual journey a donor takes—from the first touchpoint on social media to the final click on a donation page. We establish the roadmap for your website upgrades and content cadence, ensuring every marketing effort serves a specific fundraising objective.

Phase 3: Execution

In the final phase, we bring the strategy to life through high-impact deliverables designed to drive revenue. We perform essential website upgrades, specifically building out high-conversion donation landing pages that prioritize accessibility and readability. To support your outreach, we produce a professionally branded Case for Support—your primary tool for major gift solicitations—and a strategic email package that your team can use and repurpose for future campaigns. Finally, we maintain brand warmth and visibility with a social media management package that ensures a professional, consistent presence across your primary digital channels.

This strategy aligns Member Services and Marketing to audit and rejuvenate your organization’s member journey. By moving beyond simple transactions, we help you understand the deep demographics and motivations of your audience, allowing you to maximize loyalty and long-term retention.

Phase 1: The Membership Audit & Discovery

The process begins with a deep dive into the current member experience and the broader market landscape. We conduct a competitive analysis and leadership discovery process, complemented by a tailored member survey to uncover the real drivers of satisfaction and friction. This phase includes a comprehensive audit of your digital presence—evaluating website analytics, accessibility, and visual aesthetics—alongside a social media health check. By analyzing brand consistency and audience behavior, we establish a baseline of how well your current brand promise aligns with the actual needs of your members.

Phase 2: Strategic Journey Mapping & Optimization

In the second phase, we translate our findings into a roadmap for growth and conversion. We redesign the member journey, identifying every critical touchpoint from initial discovery to long-term advocacy. A primary focus is placed on Conversion Rate Optimization (CRO), ensuring your website is technically and visually primed to turn casual visitors into dues-paying members. We also architect a specialized First-Year Member Strategy, including automated email drip campaigns designed to reduce “early-stage churn” and cement the value of membership immediately after sign-up.

Phase 3: Brand Expansion & Tactical Execution

The final phase focuses on the tangible tools needed to sustain growth and recapture non-member interest. We dedicate 15 hours to high-impact website upgrades that directly reflect the feedback gathered in your member surveys. To keep the community engaged, we provide a membership-focused social media package and content calendar. Finally, we implement a targeted Lead Generation campaign, using strategic email marketing to capture non-member contact data and build a robust pipeline for future recruitment efforts.

Package Description 

Equip your volunteers and leaders with professional-grade training materials that ensure consistency, competency, and confidence across all volunteer roles. This package creates a comprehensive training infrastructure with role-specific guides, onboarding resources, and ongoing development tools that volunteers can reference throughout their tenure. The result is a more effective volunteer corps that feels supported and prepared to advance your organization’s mission. 

Deliverables 

• Volunteer Role Documentation
• Onboarding Toolkit
• Role-Specific Training Guides
• Training Video Library
• Meeting Facilitation Guide
• Communication Templates
• Resource Repository
• Train-the-Trainer Workshop
• (Optional Add-on) Annual Refresher Materials

This strategic package helps associations redefine and modernize their core messaging around memnership value to more clearly resonate with current and prospective members. Through market research and collaborator engagement, we identify what truly motivates your members and craft compelling value propositions that align with contemporary needs and industry trends. The result is a clear, authentic message that differentiates your association and drives recruitment and retention. 

Deliverables 

• Current State Assessment Report
• Member Needs Analysis
• Competitive Landscape Assessment
• Refined Value Proposition Framework
• Audience Segmentation Guide
• Messaging Toolkit
• Implementation Roadmap
• Staff & Leadership Training Session

Associations and non-profits are stretched thin. AI bots give you a powerful way to deliver fast, personalized support—without adding staff workload.

PMG helps mission‑driven organizations deploy AI responsibly to improve service, automate routine tasks, and elevate member, donor, and volunteer engagement.

What AI Bots Can Do for You

• Answer questions instantly, 24/7
• Automate scheduling, FAQs, and admin tasks
• Improve member and donor communication
• Support volunteer onboarding and reminders
• Generate emails, summaries, and reports
• Scale easily as your audience grows

Our Solutions

Website AI Bot

Give visitors immediate support and guidance—from event info to resource navigation—right on your site.

Outlook‑Integrated AI Bot

Boost staff productivity with scheduling help, email triage, and automated workflows inside Microsoft 365.

Combined Package

A comprehensive internal + external AI solution for organizations seeking maximum efficiency.

Why It Matters

• Faster responses
• Reduced workload
• Consistent communication
• Higher engagement
• Better data insights
• More time for mission‑focused work

Ready to Modernize Your Member Experience?

AI bots are transforming how associations serve their communities. PMG can help you implement the right solution to expand your impact.