Membership CRM
Project Planner
Save time and stay organised with a guided spreadsheet to plan your CRM project.
How leading membership organisations choose CRMs that work for them.
Planning a new Membership CRM project is a big task. Without structure, it’s easy to lose time, budget, and focus.
This spreadsheet gives you a clear framework to define your goals, capture your current systems, and prioritise your requirements step by step.
1.Define your goals.
Stop repeating old processes. Capture where you are now, what’s working, and what success should look like for your team.
What you’ll gain from this spreadsheet
2. Prioritise your needs.
Use guided sections and the MoSCoW method to identify what matters most — from must-haves to nice-to-haves.
3. Get ready to plan.
Follow a clear structure that helps your team align, stay organised, and move confidently through each project stage.
How to use this Membership CRM project planner.
This spreadsheet is your roadmap for planning a successful Membership CRM project.
Start at basecamp – define your goals and capture your current systems.
Move through the journey – prioritise requirements and key questions using the MoSCoW method.
Reach your summit – review your insights and map your next steps.
Use it with your team, fill it in as you go, and treat it as a living document that keeps your Membership CRM project on track.
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Membership organisations and associations who are considering a new CRM, or feel their current system is holding them back.
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Because your CRM underpins every relationship with your members. Choosing the right one means smoother processes, better engagement, and stronger long-term growth.