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Template

Membership software specification: the filled-in template

Members, dues, activities, registrations: the one page that fully describes your association's tool. Copy it, put in your categories and your season, and it becomes your specification, or directly your Blueprint Maker description.

This template applies the four-block method: THE THINGS, THE LINKS, THE STATES, THE NUMBERS, to running an association. It's filled in for a theatre-workshop association: the example shows how to describe members, dues and registrations without getting lost in edge cases.

To adapt it, start from your realities: your membership categories, your rhythm (September-to-June season, calendar year), your activities and their constraints (capacity, facilitator, time slot). Describe the normal operation that covers a typical season; exceptions can be added later, on a sound structure.

Filled with your own words, this text briefs a developer or a technical volunteer: or is submitted as-is to Blueprint Maker, which turns it into an application plan you validate, then a generated application: database, records and lists, dashboard and demo data. A tool the next committee will find intact.

The template to copy

My organisation: cultural association running theatre workshops,
about 180 members, a season from September to June.

THINGS tracked:
- Members (name, e-mail, phone, join date, category individual, family or reduced)
- Membership fees (season, amount, payment date, payment method)
- Workshops (name, day and time, facilitator, maximum capacity)
- Registrations (date, season)

LINKS:
- A membership fee is paid by a member for a season.
- A registration attaches a member to a workshop.
- A workshop is run by a facilitator.

STATES of a membership fee: expected, paid, exempt, late.

NUMBERS to see every morning:
- Members up to date on dues and members late
- Fees collected this season
- Fill rate per workshop
- New memberships this month

Adapting this template to your organisation

  • Sports club: replace workshops with time slots or teams, and if needed add the federation licence as a member field (number, validity date): it's a field, not an entity.
  • Volunteers: if your association runs on volunteer shifts (refreshments, supervision, events), add a "Shift" entity (date, people needed) with a link "a member signs up for a shift".
  • Calendar year: replace "season" with "year" throughout: the structure doesn't change, only the word does.
  • Differentiated rates: the example categories (individual, family, reduced) are examples; use yours, with the matching amount on the fee.
  • Stay on operational tracking: association accounting and tax receipts have their own dedicated tools: this tool tracks who is up to date, not the ledger.

The matching use case

Club management without the shared spreadsheet that cracks

Organisation described? See the tool it produces