Create a simple membership database program for mass mailings, tracking member categories, payments and renewal dates.

Desired outcomes, functions of the database:

o record name, contact information date paid, type of membership and amount paid.

o send group emails to members

o generate automatic reminders 60 days before the membership expires

o generate reports allowing us to analyze the composition of our membership

o generate a report on the membership fees paid, for our accountants

Requirement Analysis:

• Identify the specific needs and goals of the tool.
• Define the required data fields, relationships, and functionalities.

Database Design:

• Determine the structure and schema of the database.
• Create tables to store member information, payments, and reports.

User Interface Design:

• Design a user-friendly interface for data entry and retrieval.
• Plan layouts, forms, and navigation menus for easy interaction.

Database Implementation:

• Create the necessary tables, fields, and relationships in the database.
• Define appropriate data types, constraints, and indexes.

Data Entry and Storage:

• Develop forms and interfaces for entering member details, payment information, and membership types.
• Implement mechanisms to store data securely in the database.

Record Management:

• Enable functionality to add, edit, and delete member records.
• Implement validation and error handling to ensure data accuracy.

Group Email Functionality:

• Integrate an email module that allows sending group emails to members.
• Develop a feature to select specific membership segments for targeted communication.

Automatic Reminders:

• Implement a mechanism to track membership expiration dates.
• Develop a scheduled task or automated process to generate reminders 60 days before expiration.

Reporting Functionality:

• Design and implement report generation features.
• Develop queries to analyze membership composition based on various criteria.

Membership Fee Reports:

• Create a report generation function to provide membership fee details.
• Include options for specific time periods, membership types, or other filters.

Integration and Testing:

• Ensure all components of the CRM tool work together seamlessly.
• Conduct thorough testing to identify and fix any bugs or issues.

Deployment and Documentation:

• Prepare the tool for deployment on the desired platform.
• Document the system's functionality, setup instructions, and user guide.

The President will be available for meetings, email questions and general feed back and guidance.