1. Review the current experience.
Identify the member types, benefits, systems and staff workarounds. Confirm who owns records and approves changes.
Process
Follow one member from joining to renewal.
Use a representative membership type to make the platform's rules concrete.
2. Agree status and visibility.
Define approval, access, renewal and directory rules. Separate public information from private member records.
3. Build the first workflow.
Connect account tools, resources and staff administration in a suitable test environment. Review the member view as well as the administrator view.
4. Test changes and exceptions.
Use sample accounts for joining, renewal, a status change and restricted access. Check what happens when a connected payment or notification update is delayed.
5. Release and hand over.
Agree migration, recovery and launch checks. Document ownership, routine updates and the way staff handle exceptions.
Prepare the membership rules or describe the first improvement.