Course progress and additional readings
Course lessons · 6 of 8
You will make: A one-page member report with a defined comparison, a methods note and a plan to test its usefulness.
Recorded walkthrough · from 7:40 · 2 min
The benchmark dictionary: median pay, unique attendee, defined once so every chapter’s numbers line up and a mismatch is flagged before it is counted. Skip to 9:30 for the part on citation: every figure carrying the source it came from, which is what survives a board question. Watch on YouTube ↗
Can members keep their own local questions?
An independent member organization may already run its own surveys and report to its own board. A chapter may need questions suited to its local events. Combining evidence does not require every team to abandon those questions.
Agree on a small shared core: organization or group ID, reporting period, measure definition and the status of the evidence. Keep local fields alongside it. Map an existing question only when its meaning actually matches; a five-point satisfaction score cannot silently become a measure of value for dues.
Use the data-dictionary guide to record definitions, owners and missing-value rules. For this pilot, complete four fields rather than the whole reference. In the network practice file, “unique participants” and “attendance occasions” need separate definitions. N03’s 12 attendance occasions cannot be added to N01’s 40 and N02’s 30 people.
Which groups can you compare from your AMS fields?
In short: compare groups your AMS already names, and let the list tell you how many members were eligible.
Chapter and member type came in with your member list in lesson 2, and every survey answer sits on the same member record from lesson 4. A comparison by chapter then uses one definition of the group for every member. The AMS count for each group is the eligible population; the members who gave a usable answer are the response base. A benchmark shows both.
A second wave to the same members works the same way. The question, the period and the group stay fixed, so a change between waves compares the same people instead of two spreadsheets to reconcile.
Illustrative example · invented names and numbers, not a real client
A regional trade association with 12 chapters exports 4,200 members from its AMS. It sends a post-conference survey to 900 attendees and the same short survey again at 90 days. Because both waves sit on each member’s record, the membership lead compares chapters on the same question and reads the comments behind each change. Each chapter lead opens only their own folder; the organization owner sees the combined results (lesson 7).
How do you compare groups that answered in different numbers?
This is an optional extension. If your goal includes a benchmark, use this additional exercise. The A/B/C figures are a separate synthetic dataset, not a calculation from the six-person or three-organization practice files. All groups used the same member-value question and period. Their coverage still differs.
| Reporting group | Usable answers / eligible | Report positive value / usable | Reader sees |
|---|---|---|---|
| A | 30 / 40 | 18 / 30 = 60% | 60%; response base and period |
| B | 15 / 30 | 12 / 15 = 80% | 80%; lower coverage noted |
| C | 4 / 20 | 3 / 4 in the teaching data | Result withheld under the example’s reporting rule |
This exercise withholds a group result when fewer than ten usable answers are available. That is an illustrative rule, not a universal privacy standard. Small groups, distinctive quotes and overlapping reports can still disclose information. The actual release policy needs to fit the data and the audience.
A and B together have 30 positive answers among 45 usable answers: 66.7%. Do not average 60% and 80% to produce 70%. Describe the restricted A+B population: 45 usable answers from 70 eligible members. The complete exercise includes 90 eligible members across all three groups. Avoid releasing another total that lets a reader reconstruct a withheld small-group result.
The cohort comparison exercise shows how respondent mix can produce an apparent overall difference. Use it before interpreting A versus B. Bring back the eligible population, response base, period and one possible alternative explanation.
What should the report give your reader?
For the individual-member path, report which members meet the question’s conditions, the supporting records and the permitted next action. For the member-organization path, return the organization’s reviewed evidence, unresolved questions and useful next steps. The report below illustrates the optional benchmark extension; you do not need it to finish either core path.
Fictional member report · Group A · 2026 reporting round
Where is member value falling short?
18 of 30 respondents reported positive value. There were 40 eligible members. Ten supplied no usable answer; their views are unknown.
Context: The A+B comparison is 30 of 45 usable answers. Differences in who responded may explain part of the difference.
Next conversation: Review the specific benefits and barriers respondents described before deciding which service to change.
Include the question wording, definition, period, approved source summary and report owner.
For a network of organizations, return that organization’s reviewed submission, its open questions and an approved comparison. Let it correct its own evidence and review a local report built from it.
In the network exercise, report 70 participants as reported by two of three organizations, with cross-organization overlap unknown. Return N03 a clarification request and its own current summary. Do not turn incomplete coverage into a league table.
Could the report become a paid member benefit?
A benchmark, salary study or industry report may support non-dues revenue when it helps a reader make a recurring decision. Producing a chart does not establish that demand. Begin with a report prototype and ask potential readers what decision it changes, what comparison is missing and how they would use it.
Then test willingness to pay for a clearly described offer, update frequency and delivery format. Include the cost of collection, review and support. Commercially sensitive comparisons, including competitor salary or pricing information, need an appropriate legal and disclosure review before collection or release. This lesson’s member-value example does not settle those requirements.
Put it into practice
What one report will you make?
Use step 4 of the workbook. Complete the report for your chosen path.
Individual-member path: Write a brief answer to the original question using P101 and P102, supporting row IDs, exclusions and a permitted next action.
Member-organization path: Create N03’s useful partial summary and a separate central view. Keep its missing participant count unknown and explain why the network’s 70 reported participant counts are not deduplicated reach.
Optional benchmark extension: Use the separate A/B/C dataset to reproduce 30/45 and explain why C is excluded from that release. If you want to develop a paid report, write two questions for potential readers before expanding or charging for it.
Check your reasoning before moving on
The report names the population it represents, keeps unknown values visible and offers a next decision. It does not claim that a more active member necessarily sees more value, that the network reached 70 distinct people, or that the benchmark is already a revenue product.
The practice pack includes a fuller answer key and source-row references.