Understanding Readiness for a Portfolio Analysis
Analyzing an association's portfolio is essential to maintaining relevancy and impact, but doing it successfully requires adequate data, strength in change management, and cultural readiness. Organizations typically fall into one of four stages of readiness:
- Foundational
- Intermediate
- Advanced
- Innovative
Understanding your association's stage will help you determine how to successfully position your organization to evolve its total portfolio of benefits, services and offerings. McKinley Advisors' Portfolio Readiness Assessment provides an overview of these stages. Complete McKinley Advisors' Portfolio Readiness Assessment to understand your organization's readiness.