conferences, event fundraising  & Association Management


​​Plan-it Satisfaction

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Association Management

Let us help you with your association needs. We work with our clients to meet their specific needs and budget.  We offer services from full office support needs to help you grow your membership! Your growth is important to us, we know your organization was founded to benefit the people of your industry, and we take your success to heart. 

Office Support - Do you have someone to answer the phone and talk to your members in a professional manner or explain to a prospective member why they should join your association? Full office support is offered weekdays during regular work hours, 800 phone service, fax, email, post office box, shipping, and minimal storage services are all available. 

Membership Software - Plan-it Satisfaction can offer you very inexpensive membership software which will automate membership application processing, sign up members online and automate renewals and reminders.  Your members will be able to update their own profiles, register for events, renewals, and securely access premium content. We can help you better communicate with your members by creating blogs, send target email newsletters, create public and private membership directories.  Finally, we can effortlessly maintain updated membership lists and create payment records. 

Financial Management -  ​State filing services are available for incorporation, nonprofit and small associations.  Minimal annual federal tax filing service is offered to small associations with gross revenue under $1,000,000.  More complicated returns will be referred to a CPA. Plan-it Satisfaction will help your association prepare annual and event budgets to help your organization grow and enjoy continued success. 

Email Marketing - Communication is a key element in the success of every program your organization offers - from grassroots advocacy to annual CME events. A proactive approach with a little pre-planning will go a long way to ensure your message is heard. We blend news and information from industry sources and your specialty to create electronic newsletters that are individually branded by your organization and delivered to its members and prospective members.  These can be mailed on a regularly scheduled basis, such as monthly, bimonthly, or quarterly. 

Board Support - Planning for the future success of the association, board communication to members, coordination of conference calls, anything that may come up for the board of directors is an important service Plan-it Satisfaction offers.  We become part of the team and work closely with board members to accomplish all of their goals. 

Website Design and Management -  Communication online is a requirement in today's world.  Allow Plan-it Satisfaction to build and manage your website design so it is inexpensive and easy for your members to communicate with you.  We offer website design with an almost immediate response to updates and requests.  Our website creates remote security and control for staff and control rights by the membership. 

Conference Planning

We would welcome the opportunity to earn your trust and deliver you the best service in the industry.  Let the experts of Plan-it Satisfaction be a liaison between you and the vendors for your next conference. We have the relationships and experience to make sure you receive the best value and service for your meeting.  All of our pricing is based on your particular needs and what works best for your organization. The following items can be included: full project management, site selection, and hotel contracting, registration and housing, budget preparation, onsite meeting management, audiovisual, food and beverage,  grants, and sponsorship.  If you don't see a menu item you need, please ask us about it. 

Full Project management - Plan-it Satisfaction can handle all the details of your meeting from start to finish. All the itemized details below would be included in this type of service.  Please contact us for pricing. 

Site Selection and Hotel Contracting - Our staff has experience negotiating on behalf of hotels and uses this knowledge to negotiate the best possible contracts for our clients. Our site selection software can research any location in the world. Our global relationships help you achieve buying power, helping lower your bottom line and your guest's expenses. 

Registration and Housing - Our event management team is experienced and certified meeting planners who can create unlimited events.  Our event software creates instant and convenient online event registration, allows hotel booking within the registration process, automatic event registration confirmation, and up-to-date attendee lists.  We will easily track event registration and payments online with our secure payment system or via phone, fax or onsite. Our housing management system can manage room blocks all over a city with several different hotels and help attendees book the property they want to reserve with ease and convenience online. 

Budget Preparation - Our staff is experienced with different sized groups and clientele.  We can help you budget for all your meeting costs. Let us help you determine the bottom line and then come in under budget, if possible. We will help you manage deposit schedules and deadlines then review to make sure all items are accounted for so you don't have surprises. 

Onsite Meeting Management - Allow Plan-it Satisfaction to be the liaison between you and the facility.  Our experienced staff will be one step ahead of the hotel or venue so you have full confidence that all details are handled correctly while reducing unexpected challenges onsite. Banquet event orders will be reviewed and compared to what is actually being delivered and if any opportunities occur they will be handled so that attendees have a seamless meeting experience. 

Audio Visual and Technology - We will negotiate your needs with the best vendors, reduce and add services as needed, monitor meeting technology onsite to ensure sound and visuals are appropriate for your attendees. If your needs include more extensive technology such as attendance trackers, lead retrieval, and more we can connect you with the right vendors and services in your meeting location. 

Event Fundraising - ​Are you having trouble finding the time or the right contacts to invite to your meeting as exhibitors and sponsors? Do you have the energy and experience to apply for lengthy grant applications? Do you need help getting your board members motivated, donors excited, cutting costs, and making the most money possible from your event? Let Plan-it Satisfaction solicit and manage the fundraising for you.  We have extensive selling backgrounds and experience and we only get paid for what we sell. We can make your event fun and profitable! 

What can we do for you?