List the benefits.
Describe the content, events or services included and any limits. Identify which benefits are delivered by another system and who maintains that connection.
Resources / Membership rules
What changes when a person's membership changes?
Use one member type to connect the organization's rules to the website's behavior.
Follow the status changes.
Write down what happens after application, approval, renewal, expiry and departure. In a fictional association, an expired membership might end resource access while retaining a private account record. The organization must approve that rule.
Decide profile visibility.
Separate public directory fields, member-only fields and staff records. Define who can edit a profile and how a member requests a correction.
Prepare staff exceptions.
Name who can grant a temporary benefit, correct a status or review a missing payment update. Keep the action and reason understandable to the next administrator.
Test the first workflow.
Use sample accounts to join, access benefits, renew and change status. Test a person who should not see a restricted resource or another member's private details.