It's time to "get them on board!" And a great option is a case study. We're talking about real life cases, not academic research methods. For example:
- What's the best way to approach them?
- Arrange a visit by a board and/or staff member?
- Have a special event for a small group and discuss the Heritage Club?
- Send brochures and letters to a select group who might be good candidates?
- Try to find out who their attorney is to be sure he knows about us?
Considerations in our discussion of each option:
- Are there expenses involved?
- What is the most effective use of board and staff time?
- Can we do this on a large scale?
- What else do we need to do?
Cases are easy to write and effective at engaging the board. Have some fun with them. I've seen board members actually laugh and smile with case study discussions ... and learn in the process.
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