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EasyUphillTRAININGCORPORATE DEVELOPMENT
Document & Records Management

Membership and Subscriber Records

Member organisations bill, vote and communicate off a register that decays as people move, lapse and rejoin. This course covers keeping a membership register accurate enough to rely on.

2 DaysIn-house or publicLive online available

Course outline

What this programme covers, module by module.

  1. 01A register that decays quietly between renewals
  2. 02Joining, categories, entitlements and eligibility
  3. 03Renewal cycles, lapse, grace periods and rejoining
  4. 04Contact data, consent and communication preferences
  5. 05Billing, arrears and the link to the register
  6. 06Voting, quorum and governance dependencies
  7. 07Former members: retention, suppression and disposal

What you will gain

  • Maintain accurate member and subscriber records
  • Manage joining, renewal, lapse and rejoining
  • Handle categories, entitlements and eligibility
  • Keep contact and consent data current
  • Support voting, quorum and governance from the register
  • Retain and dispose of former member records

Who should attend

  • Membership administrators
  • Association and professional body staff
  • Subscription and billing teams
  • Governance staff running member meetings

Upcoming sessions

DateCityDurationFeesBook
3 to 4 Nov 2026Dubai2 DaysUS$1,100
23 to 24 Nov 2026Pretoria2 DaysR10,000
1 to 2 Dec 2026Durban2 DaysR10,000
11 to 12 Jan 2027Cape Town2 DaysR10,000
1 to 2 Feb 2027Johannesburg2 DaysR10,000
29 to 30 Mar 2027London2 DaysUS$1,100
1 to 2 Jun 2027Dubai2 DaysUS$1,100

Fees are per delegate and exclude VAT. Public intakes are confirmed once minimum numbers are met. We also deliver this course on your own schedule, in-house or live online.

Enquire about this course

Register your team or ask for a tailored in-house quote. We reply within one working day.

WhatsApp usCourse brochure (PDF)
Fees from
R10,000 per delegate
Duration
2 Days
Field
Document & Records Management
Formats
In-house, public, online