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Home Page for the Information Technology (IT) Discipline

"Membership Management"


Table of Contents

Introduction: Introduction to Membership Management
Framework: Using This Artifact as a "Membership Management Framework"
Key Terms: Key Terms for Membership Management
Glossary: The "Membership Management Glossary"
Capabilities: Membership Management as an Enterprise Capability
Ownership: Clearly Defined Membership Management Ownership is Critical for Success
Verbs and Actions: Understanding Why Verbs and Actions are Important to Membership Management
Roles: Key Verb and Action Driven Roles For Membership Management
Taxonomy: Understanding Membership Management Classifications or Categorizations
Ontology: Membership Management Ontology as a Means for Language Standardization
Life Cycle (Lifecycle): Lifecycle Phases for Membership Management
Inventories: Membership Management Inventories
Environments: Membership Management Environments
Metrics: Membership Management Metrics
Services: Membership Management as a Set of Services (a.k.a. Membership Management Services)
Service Paradigms: Centralized Membership Management vs. Federated Membership Management
Principles & Best Practices: Common Principles and Best Practices for Membership Management
Further Reading and Reference Material for Membership Management


Introduction: Introduction to Membership Management

This document represents an aggregated, ordered and contextualized view of the material we've been able to compile and publish that is related to the topic of "Membership Management." The goal is to make this page a landing and launch point for all things related to this topic. As our content becomes more complete and more accurate, this page should become a very useful and powerful knowledge base for this topic and all parties interested in it.

You'll find that the content for this document is consistent with that of other discipline related documents. This is intentional. The consistency is based on a knowledge pattern that helps individuals learn more about different topics, quicker and more efficiently. We hope you find the material useful and easy to learn.

It's important to realize that content in this document and any related sub-documents are constantly evolving. Therefore, we recommend you check for updates, regularly, to keep up with the latest material.

The Foundation always welcomes your feedback and suggestions for improvement, as we're always looking for ways to improve our solutions and offerings to the general community.

All solutions published by the Foundation are subject to the terms and conditions of the Foundation's Master Agreement.


Framework: Using This Artifact as a "Membership Management Framework"

This document or artifact, along with everything in it, is intended to act as a "Framework" that addresses various aspects of Membership Management.

The readers will notice that most sections in the Table of Contents (TOC) use a format where the TOC entry is prefixed with a topic name, followed by a short descriptive title (i.e. "TOPIC_NAME: TOPIC_RELATED_SECTION_TITLE"). This is intentional and represents a format by which the Foundation may achieve things like the identification of appropriate topic areas, the segregation of distinct topic areas from each other, the appropriate ordering of topic areas, and achieve the maintenance of consistency, both, within and across different IT Disciplines.

To elaborate, this artifact is intended to:

  1. Organize different areas of the discipline known as Membership Management into clear and compartmentalized areas that allow the Foundation to more effectively and productively collect, document and publish information that pertains to this discipline.
  2. Decompose each area of Membership Management into smaller and, therefore, more digestible units for more efficient learning and understanding.
  3. Document common industry wisdom about each area, piece or subcomponent of Membership Management
  4. Act as a set of Membership Management related best practices and guidelines that have been collected, documented, and published for the benefit of IT Professionals, regardless of their specific industry, line of business, or area of expertise.
  5. Act as a consistent and repeatable pattern for documenting, publishing and learning, both, within this Discipline and across "all" Disciplines.

From the Foundation's perspective, if done correctly, all of the above will allow the Foundation to properly decompose, document and publish content related to each sub-area or sub-topic for each IT Discipline, including this specific discipline (i.e. "Membership Management").

From the reader's perspective, if done correctly, all of the above will allow him or her to easily find and learn about specific areas of interest associated with this and all other IT Disciplines in a manner where the reader may effectively consume and digest material in small atomic segments that act as repeatable and more effective learning units.

As this artifact evolves and progresses, the reader will see it address key areas of the professional IT Discipline "Membership Management" that range from its detailed definition through closely related terms, phrases and their definitions, to its detailed specification of Membership Management Capabilities, and all the way through to defining, delivering, operating and supporting Membership Management Services.

As mentioned previously, this document will continue to evolve and the Foundation recommends the reader check back, regularly, to stay abreast of modifications and new developments. It is also important to understand that the structure of this artifact may change to meet the needs of such evolution.


Key Terms for Membership Management

Before moving on to learn more about the rest of the Membership Management framework, we suggest that you take some time to familiarlize yourself with the following very basic term(s)...

Membership:

"1. The documented act of belonging to some labeled collection or group of Resources or Entities."

Membership Management:

"1. The professional discipline that involves working with, in or on any aspect of planning, delivering, operating or supporting for one or more Membership Items or any and all solutions put in place to deal with such Items.

2. The solution set that a person or organization puts in place to manage one or more Membership Items.

3. The process or processes put in place by a person or organization to assist in the management, coordination, control, delivery, or support of one or more Membership Items.

4. The Enterprise Capability that represents the general ability or functional capacity for a Resource or Organization to deal with or handle one or more Membership Items. Such a term is often used by Information Technology (IT) Architects when performing or engaging in the activities associated with general Capability Modeling."

In addition to the above basic term(s), you can also learn a great deal about Membership Management by familiarizing yourself with the broader spectrum of terms that make up the Membership Management Glossary...


Glossary: The "Membership Management Glossary"

IT Glossary

Language between IT professionals and the businesses we serve is often a significant barrier to success, as we often spend countless hours trying to interpret each other's meanings. This is often also true between IT professionals who are taught to use certain terms and definitions as part of the organizations and industries they serve. It's when you start to jump from organization to organization, from enterprise to enterprise, and from industry to industry that you realize how much time and effort is wasted on just getting language and meanings correct. For these reasons, the Foundation puts a great deal of focus on terms and phrases, as well as their corresponding definitions. We highly recommend you spend time learning and understanding all of the related terms and phrases, along with their meanings, for all areas of "Membership Management."

Membership Management Glossary
Centralized Membership Management Membership Management Process
Decentralized Membership Management Membership Management Professional
Enterprise Membership Management Membership Management Program
Federated Membership Management Membership Management Project
Membership Membership Management Reference Architecture
Membership Automation Membership Management Release
Membership Capacity Management Membership Management Report
Membership Catalog Membership Management Reporting
Membership Catalogue Membership Management Roadmap
Membership Configuration Membership Management Role
Membership Configuration Item Membership Management Rule
Membership Configuration Management Membership Management Schedule
Membership Cost Membership Management Security
Membership Data Entity Membership Management Service
Membership Database Membership Management Service Assurance
Membership Decommission Membership Management Service Contract
Membership Delivery Membership Management Service Level Agreement (SLA)
Membership Dependency Membership Management Service Level Objective (SLO)
Membership Deployment Membership Management Service Level Requirement (SLR)
Membership Document Membership Management Service Level Target (SLT)
Membership Document Management Membership Management Service Provider
Membership File Plan Membership Management Service Request
Membership Framework Membership Management Software
Membership Governance Membership Management Solution
Membership History Membership Management Stakeholder
Membership Identifier Membership Management Standard
Membership Inventory Membership Management Strategy
Membership Item Membership Management Supply
Membership Lifecycle Membership Management Support
Membership Management Membership Management System
Membership Management Application Membership Management Theory
Membership Management Best Practice Membership Management Training
Membership Management Blog Membership Management Vision
Membership Management Capability Membership Management Wiki
Membership Management Center of Excellence Membership Management Workflow
Membership Management Certification Membership Metadata
Membership Management Class Membership Migration
Membership Management Community of Practice (CoP) Membership Plan
Membership Management Course Membership Portfolio
Membership Management Data Membership Portfolio Lifecycle Management
Membership Management Data Dictionary Membership Portfolio Management
Membership Management Database Membership Processing
Membership Management Demand Membership Record
Membership Management Dependency Membership Records Management
Membership Management Discussion Forum Membership Repository
Membership Management Document Membership Reuse
Membership Management Documentation Membership Review
Membership Management File Plan Membership Schedule
Membership Management Form Membership Schematic (Schema)
Membership Management Framework Membership Security
Membership Management Governance Membership Software
Membership Management Knowledge Membership Strategy
Membership Management Lessons Learned Membership Support
Membership Management Metric Membership Taxonomy
Membership Management Operating Model Membership Termination
Membership Management Organization Membership Tracking
Membership Management Plan Membership Tracking Software
Membership Management Platform Membership Transaction
Membership Management Policy Membership Unique Identifier
Membership Management Portfolio Membership Verification
Membership Management Principle Membership Version
Membership Management Procedure Membership Workflow
Membership Management Process Regional Membership Management

Please refer to the IT Glossary for other terms and phrases that may be relevant to this professional discipline.

Readers may also refer to the Taxonomy of Glossaries for terms and phrases that are semantically grouped according to IT Disciplines or enterprise domains.

This Membership Management Glossary is a contextual subset of the master IF4IT Glossary of Terms and Phrases. The master glossary can be used by you and your enterprise as a foundation for broader understanding of Information Technology and can be used as a teaching and learning tool for those you work with, helping to ensure a common and more standard language.


Capabilities: Membership Management as an Enterprise Capability

A Capability, as it pertains to Information Technology (IT) or to an enterprise that an IT Organization serves, is defined to be "A manageable feature, faculty, function, process, service or discipline that represents an ability to perform something which yields an expected set of results and is capable of further advancement or development. In other words, a Capability is nothing more than "the ability to do something" or, quite simply, a Feature or Function. Therefore, when applied to an enterprise, a Capability represents a critical Enterprise Feature or Enterprise Function.

When it comes to Capabilities, there are multiple types that an enterprise needs to be aware of. Examples include but are not limited to:

As can be seen above, there are Capabilities that are associated with Resources, Organizations, and Assets such as Systems. All are important to an enterprise.

In the case of this IT Discipline (i.e. Membership Management), we use the word Capability in the context of an Enterprise Capability or an IT Capability, which are both equivalent to Enterprise Disciplines or IT Disciplines, respectively. In short, the Capability of Membership Management represents the ability to deal with any and all Membership Items and anything relevant that is related to or associated with any Membership Items.

If you think about it, a capability is really nothing more than a "verb" or "action that represents "the ability to do something." Understanding this allows us to derive a consistent and highly repeatable set of sub-capabilities for any Noun we're dealing with. For example:

In summary, the implication is that the Enterprise Capability or Enterprise Discipline known as Membership Management is the superset of all the above Sub-Capabilities, as they pertain to or are applied to the discipline-specific Noun: "Membership." This now translates more specifically to:

For a more complete list of very specific Capabilities/Disciplines, refer to the Foundation's Master Inventory of IT Disciplines. It is important to note that this inventory is in a flat or non-hierarchical form, specifically because "hierarchy" is almost always a matter of personal preference or context (what hierarchy is important to one Resource or Organization may be unimportant to another's needs or requirements). Therefore, the Foundation has published its inventory of Capabilities in a non-hierarchical, flat form.

This now brings us to a very obvious problem that surrounds Capabilities, which is the fact that there are simply too many "granular" or "specific" Capabilities to document and publish in any single Capability Model. The end result is that a Capability Model may become unwieldy because of trying to incorporate so many different specific Capabilities. Also, Capability Modeling "Purists," who all have their own (and very differing) opinions about how Capability Models should or should not be represented, almost always refuse to get into the details. To address this, we recommend using a generic set of Capabilities that map to and are driven by the Systems Development Life Cycle. For example:

As you can see from the above, we now have a very limited, controlled and manageable set of Discipline-specific Capabilities for the Discipline Membership Management.

As a reminder, the above Capability representations are "suggestions" for baselining or initializing your own Enterprise Capability Model (ECM). It's recommended that you take the time to work with your enterprise stakeholders to improve upon and/or customize your own ECM so that you can help meet their needs. However, with that being said, it's always a better idea to go in with a baseline that you can modify rather than building your own solution from scratch, especially if your goals are to standardize, not reinvent the wheel, and not deviate too far from what other enterprises are doing to model their own environments. This is especially true if you've never had any experience building ECMs that have gained and maintained full adoption.

Why do enterprises perform Capability Modeling? Enterprises most often build Capability Models that are associated with Membership Management for the following reasons...

Capability Modeling Recommendations: Some things to consider and keep in mind when working on or creating your Membership Management and Enterprise Capability Models...

Learn More About Capability Models: Taking the time to learn about and understand Capability Models, what they're for, and how they're used may help you learn how Membership Management better fits into the broader enterprise. Therefore, we suggest you spend some time reviewing and understanding the IF4IT Enterprise Capability Model...

Enterprise Capability Model

Ownership: Clearly Defined Membership Management Ownership is Critical for Success

IT Discipline Ownership

Here's a very simple fact... If an enterprise does not establish and enforce clearly defined Ownership (i.e. a Resources and his or her Organization are assigned as accountable ownership) for Membership Management, the enterprise has automatically set itself up for failure in its implementation of that discipline. Therefore, if you and your enterprise want to implement and maintain a successful solution for Membership Management, there must be a clearly defined Owner that can and will be held accountable for getting work done, providing transparency, helping with strategy setting, and coordinating implementation of Membership Management as a fully functional and mature enterprise Service.

Having clearly defined Ownership should not be confused with having fully dedicated Resources that spend one hundred percent of their time working on Membership Management. In fact, smaller enterprises can rarely afford to dedicate full time Resources, like larger enterprises can, to all enterprise IT Disciplines. This being the case, all IT Disciplines, including Membership Management, should "always" have clearly defined Owners so that there is always a clear point of accountability and contact for any issues or work that need to be addressed.

In addition to the common best practice of having clearly assigned Ownership for Membership Management, it is also considered a best practice to clearly publish and socialize Membership Management Ownership details to a centralized location (often referred to as a "Service Catalog" or an "Enterprise Service Catalog"), along with Ownership details for all other IT Disciplines, so that the entire enterprise has constant access to it.

Canonical Ownership of an Enterprise Capability

Figure: How Ownership of the Capability Membership Management fits into the Canonical Model for IT

The above figure helps us understand how Capability or Discipline Ownership fits into the Canonical Model for Information Technology (IT) (i.e. "Think," "Deliver," and "Operate"). Owners are assigned to individual Disciplines or Capabilities, such as Membership Management, and are instantly made accountable to the enterprise for the results of all Membership Management Thinking activities (i.e. Strategy, Research, Planning and Design), all Membership Management Delivery activities (i.e. Construction, Deployment and Quality Assurance), and all Membership Management Operations activities (i.e. Use, Maintenance and Support). Done correctly, Membership Management Ownership is constant and ongoing. It's important to understand that such assigned Ownership should "never" end so that there is clear and constant accountability and transparency for all aspects of the Canonical Model to the enterprise.

Not having clear Ownership for Membership Management means that there is no clear understanding of who is accountable for it, who can provide understanding of what's going on within it, who can help the enterprise provide short term and long term descriptions of work being performed within the Discipline area to improve it over time for its customers, and who can help with getting work done that's associated with it. It means your or your enterprise's implementation for Membership Management will be highly incomplete and erratic because no one is constantly (or even partially) watching over the Discipline and its needs for maintenance and evolution. Not having clear Membership Management Ownership is a recipe for confusion and, sometimes, even chaos.

In summary, if you and your enterprise truly want to be successful with your implementation of Membership Management, ensure that a clear and highly accountable owner is identified and assigned to the Discipline. Publish those ownership details, preferably in an enterprise's Service Catalog, and socialize it so everyone knows whom to go to for answers and for help with Membership Management related work. In other words, if you want to implement Membership Management as an enterprise Service, then you absolutely must start with clearly defined, published and socialized Ownership.


Verbs and Actions: Understanding Why Verbs and Actions are Important to Membership Management

Throughout the Foundation's documentation, you will continuously run into the references of "Nouns and Verbs." These concepts are key to consistency and standardization, throughout the IT Industry, down to each and every IT Discipline. Given that we've discussed the impact of "Nouns" on the discipline of "Membership Management," this section will start to discuss the importance of "Verbs" or "Actions" that can be performed with or against the key Noun or Nouns associated with this Discipline. To reiterate, Verbs or Actions allow us to clearly understand what can be performed on or with the Noun in question. As will be discussed in the next section, Verbs or Actions will also help us clearly identify whom it is (i.e. the "who" or more specifically the Roles) that performs or executes such Verbs or Actions against a Discipline and its associated Noun or Nouns. As will be discussed later, Verbs or Actions will also help identify key Attributes (i.e. Field Names) that are necessary for the very data definition of the Noun or Nouns for this Discipline and will even help identify which Verbs or Actions can be automated for this Discipline.

As a reminder, the base Noun for the discipline known as Membership Management is: "Membership," which is sometimes referred to as a the Noun: "Membership Item."

By now, it should be becoming apparent that verbs represent a baseline for defining solid functional requirements and sub-capabilities for what would be a part of any good Membership Management System or Service. What this means is that if you and/or your Organization is looking for a solution in this space (e.g. the purchasing or building of a software solution or the implementation of a Service to address the needs of Membership Management), you could use discipline-related verbs to drive the foundation of what the solution should or shouldn't do, as mapped to specific stakeholders that will use or provide the solution.

Examples of the types of Verbs or Actions that are important to this Discipline include but are not limited to:

The above list represents a very small subset of all Verbs or Actions that are relevant for this Discipline. The more complete set can be found in the Roles section of this document, where readers can see the direct correlation of Verb to Noun and to, both, Generic Role and Discipline Specific Role.


Roles: Key Verb and Action Driven Roles For Membership Management

An "action" or a "verb" is something that can be performed on or with a specific "noun." The reason it is important to itemize all relevant verbs is because we can now start to determine what we can or cannot do with the noun in question, where in this case the noun is "Membership."

Actions/Verbs Example as Applied to "Membership" Generic Roles Discipline-Specific Roles
Administrate Administrate Membership Administrator Membership Administrator
Approve Approve Membership Approver Membership Approver
Architect Architect Membership Architector Membership Architector
Archive Archive Membership Archiver Membership Archiver
Audit Audit Membership Auditor Membership Auditor
Bundle Bundle Membership Bundler Membership Bundler
Clone Clone Membership Cloner Membership Cloner
Code Code Membership Coder Membership Coder
Configure Configure Membership Configurer Membership Configurer
Copy Copy Membership Copier Membership Copier
Create Create Membership Creator Membership Creator
Decommission Decommission Membership Decommissioner Membership Decommissioner
Delete Delete Membership Deletor Membership Deletor
Deploy Deploy Membership Deployer Membership Deployer
Deprecate Deprecate Membership Deprecator Membership Deprecator
Design Design Membership Designer Membership Designer
Destroy Destroy Membership Destroyer Membership Destroyer
Develop Develop Membership Developer Membership Developer
Distribute Distribute Membership Distributor Membership Distributor
Download Download Membership Downloader Membership Downloader
Edit Edit Membership Editor Membership Editor
Educate Educate Membership Educator Membership Educator
Export Export Membership Exporter Membership Exporter
Govern Govern Membership Governor Membership Governor
Import Import Membership Importer Membership Importer
Initialize Initialize Membership Initializer Membership Initializer
Install Install Membership Installer Membership Installer
Instantiate Instantiate Membership Instantiator Membership Instantiator
Integrate Integrate Membership Integrator Membership Integrator
Manage Manage Membership Manager Membership Manager
Merge Merge Membership Merger Membership Merger
Modify Modify Membership Modifier Membership Modifier
Move Move Membership Mover Membership Mover
Own Own Membership Owner Membership Owner
Package Package Membership Packager Membership Packager
Persist Persist Membership Persister Membership Persister
Plan Plan Membership Planner Membership Planner
Purge Purge Membership Purger Membership Purger
Receive Receive Membership Receiver Membership Receiver
Record Record Membership Recorder Membership Recorder
Recover Recover Membership Recoverer Membership Recoverer
Register Register Membership Registrar Membership Registrar
Relocate Relocate Membership Relocator Membership Relocator
Reject Reject Membership Rejecter Membership Rejecter
Remove Remove Membership Remover Membership Remover
Replicate Replicate Membership Replicator Membership Replicator
Report Report Membership Reporter Membership Reporter
Request Request Membership Requestor Membership Requestor
Restore Restore Membership Restorer Membership Restorer
Review Review Membership Reviewer Membership Reviewer
Save Save Membership Saver Membership Saver
Search Search Membership Searcher Membership Searcher
Split Split Membership Splitter Membership Splitter
Sponsor Sponsor Membership Sponsor Membership Sponsor
Store Store Membership Storer Membership Storer
Strategize Strategize Membership (or Set Membership Strategy) Strategizer (or Strategy Setter) Membership Strategizer (or Membership Strategy Setter)
Support Support Membership Supporter Membership Supporter
Test Test Membership Tester Membership Tester
Train Train Membership Trainer Membership Trainer
Upgrade Upgrade Membership Upgrader Membership Upgrader
Upload Upload Membership Uploader Membership Uploader
Verify Verify Membership Verifier Membership Verifier
Version Version Membership Versioner Membership Versioner
View View Membership Viewer Membership Viewer

At a minimum, the above list of Verbs can be used to help identify, track, and manage the basic "Features" required by and associated with Membership Management, even if your enterprise doesn't maintain a Capability Model that lists specific Membership Management Capabilities. Application designers, developers, and architects often find such Verb Lists or Feature Inventories to be invaluable.


Taxonomy: Understanding Membership Management Classifications or Categorizations

IF4IT Taxonomies

A Taxonomy, in its noun form, is defined as:

...a documented and orderly set of types, classifications, categorizations and/or principles that are often achieved through mechanisms including but not limited to naming, defining and/or the grouping of attributes, and which ultimately help to describe, differentiate, identify, arrange and provide contextual relationships between the entities for which the Taxonomy exists.

From this general definition, we can derive that the definition for a Membership Management Taxonomy is:

...a documented and orderly set of types, classifications, categorizations and/or principles that are often achieved through mechanisms including but not limited to naming, defining and/or the grouping of attributes, and which ultimately help to describe, differentiate, identify, arrange and provide contextual relationships between Membership Items, Entities or Types.

In short, what this means all means is that a Taxonomy is nothing more than a classification or typing mechanism and that a Membership Taxonomy is nothing more than a classification or typing mechanism that helps people and systems distinguish between different Membership Items, Entities, Types, Records or any other Membership Management element you can think of.

It's important to understand that Taxonomies can be as simple as a list of relevant terms or phrases with respective meanings or definitions or they can take on more complex forms, such as hierarchical and graphical model structures that can be homogeneous and heterogeneous in nature. More complex Taxonomies include examples such as "Visual Taxonomies" and "Audible Taxonomies" but, expect in the case of very special technologies, are typically out of scope for general Information Technology (IT) Operations.

The Foundation directs readers to its ever-evolving Inventory of Taxonomies for Standard Taxonomy suggestions. Specifically, readers may want to start with the Taxonomy of Taxonomies, which helps make it clear that the IT Industry is composed of many hundreds if not thousands of Taxonomies, Classifications, Categorizations or Types.


Ontology: Membership Management Ontology as a Means for Lanagugae Standardization

While Taxonomies represent organized classifications or types, you can think of Ontologies as the design and representation of entire lanaguages, with the specific intent to control things like structure, behavior, representation, and meaning. Without getting into a theoretical conversations about Ontologies, you can view this entire article as a foundation for the ontology of Membership Management. Or, in other words, a Membership Management Ontology.

Throughout this artifact/framework, you will find things like Membership Management related terms, phrases, definitions, roles, responsibilities, nouns, verbs, classifications, and so on, all as a means of definining a standard representation for and interpretation of the language of Membership Management.

It is only through the definition, communication, and establishment of such Ontologies that we can standardize language and communication associated with Membership Management, whether it be between humans and/or systems.


Life Cycle (Lifecycle): Lifecycle Phases for Membership Management

When we talk about Life Cycle (or lifecycle) for Membership Management, it's important to keep in mind that there are two different types of Life Cycles that apply. The first is a Data Life Cycle, which addresses Membership Management data or entities, and the second is associated with delivering Membership Management Assets like Systems or Software solutions.

Membership Management Data Life Cycle Phases:

Data Lifecycle (or Life Cycle) for any and all data is the period from the "inception" of data through to its ultimately being "purged" from existence. This is no different for Membership Management related data.

Like the data associated with any other professional IT Discipline, Membership Management related data adheres to the following common Data Lifecycle Phases:

Data Lifecycle Phases

Figure: Membership Management Lifecycle Phases

  1. Inception: Data is in it's raw idea-like form and is not ready for consumption by the general population because it has not been documented or registered, anywhere, in a formal manner.
  2. Creation and Registration: Data is formally put into existence for day-to-day use by appropriate stakeholders.
  3. Iterative Maintenance: Data is in a mode of constant use and is updated and modified, as needed, to meet the needs of daily use by various stakeholders.
  4. Decommission and Deletion: Data is prepared for deletion and eventually deleted from daily operational use but still exists for administrative or organizational purposes, such as historical auditing. It can be restored to any one of its relevant last states and, therefore, can be brought back into existence for day-to-day use.
  5. Purged From Existence: Data is completely removed from an environment with no means to restore or reconstruct it, without recreating it from scratch and with no guarantees that it will match it's previous state.

The above Life Cycle Phases represent the high level transitions that occur from the inception of Membership Items or Entities all the way through to their complete elimination from existence. A more detailed breakdown of these transitions or phases represents what are referred to as "Membership Management States."

Membership Management Systems Development Life Cycle (SDLC) Phases or Membership Management Software Development Life Cycle (SDLC) Phases:

The SDLC is a means for facilitating and controlling how IT Professionals deliver Assets, such as Membership Management Systems and Software. In this case, you should default to the master SDLC, which is used to deliver any Asset of any type, including those associated with the Membership Management discipline.

Membership Management SDLC Diagram

Inventories: Membership Management Inventories

There are probably no greater or more important tools for providing Membership Management transparency and direction than the collection, ordering, categorizing, grouping, and maintenance of all related Membership Items. In other words, Membership Management Inventories.

In short, an Inventory represents a list of individual things or instances of things that are typically all of the same Noun Type or Data Type, where these instances are described and detailed by their Attributes, along with the Data and Information that act as values for such Attributes.

At a minimum, Membership Management Inventories are used for the establishment of solid Membership Configuration Management practices, as the Membership Instances tracked within such Membership Inventories act as Configuration Items (in Target and/or Dependency form) for key Configurations (Membership Management Configurations or otherwise).

Inventories are also used for solid decision making. Good decisions, either strategic or tactical, are made based on having good Data and Information. And, good Data and Information only come from taking the time to follow best practices associated with Inventory Management. It's only through building such Inventories that an enterprise can achieve solid Membership Management Business Intelligence and Reporting.

Also, it's these very same Inventories that act as the foundation for understanding and managing Total Cost of Ownership (a.k.a. "TCO") for Membership Management. Without such Inventories, trying to understand your costs can be nothing more than uneducated guessing.

The obvious place to start is with Membership Inventories and then move on to surrounding Inventories that are directly and indirectly related to Membership Management.

Additionally, there are many other types of Inventories that are common and important to Membership Management, which include but are not limited to examples such as:

  1. People and Organizations related to Membership Management
  2. Roles, Responsibilities, and Skills related to Membership Management
  3. Products and Services related to Membership Management
  4. Capabilities related to Membership Management
  5. Contracts, Agreements, and Licenses related to Membership Management
  6. Processes related to Membership Management
  7. Tools and Technologies (e.g. Systems/Applications/Software/Computers) related to Membership Management
  8. Data Types and Instances related to Membership Management
  9. Data Interfaces related to Membership Management
  10. Environments related to Membership Management
  11. Facilities and Locations related to Membership Management

If you and/or your enterprise are not collecting and maintaining such Inventories, you're probably considered to be very low on the efficiency and effectiveness maturity scale.

It's important to keep in mind that collecting and managing Membership Management Inventories is something that should be performed across all phases of Membership Management Lifecycle and across all Environments (i.e. Membership Management Environments). Both are considered to be very important Best Practices. For example, you and/or your enterprise cannot get a complete understanding of Membership Management costs or impacts without knowing all related Inventory Items in all environments. And, tracking across all lifecycle phases gives a temporal perspective that is important for things like problem analysis, historical reporting, and the reconstruction of state (i.e. Configuration Management).

NOTE: Membership Management Inventories are also important for other enterprise functions, such as Architecture and Design. Such Inventories represent the foundation for understanding an enterprise's Current State and are critical for planning Future State and any related strategies, roadmaps, and transition plans for facilititating change.


Environments: Membership Management Environments

Building environments that are specific to and for the discipline known as Membership Management is no different than doing so for any other discipline area. The reader should, therefore, refer to the IT Environment Framework to understand such environments.

IT Environment Framework for Membership Management

Metrics: Membership Management Metrics

As with any professional Discipline, the place to start with when dealing with Membership Management specific metrics is with standard metrics categorizations. Standard Metrics Categorizations, or what are commonly referred to as "SMCs," include but are not limited to...

Membership Management Quantitative Metrics: Quantitative metrics for Membership Management often revolve around the "counting" of key constructs that are associated with the Discipline. For example, the number of Membership Items or Entities that have been Created, Edited or Modified, Copied or Cloned, Destroyed, Archived, Restored, etc. (Note the correlations to key Membership Management Verbs!). Also, the counts for things like the number of Membership Management Stakeholders, such as but not limited to Paying Customers, End Users, Employees, Consultants, etc. are also very useful.

Membership Management Qualitative Metrics: Qualitative metrics for Membership Management often revolve around concepts such as Membership Management Defects, Failures, Problems, Incidents, and/or Issues. So, for example, if we were to capture the number of Membership Management Defects (i.e. their counts) over time, we could do things like see if Defect quantities are going up or down, over time, allowing us to explore that area for things like correlating Causes and Effects.

Membership Management Time Metrics: When dealing with Membership Management Time Metrics, there are usually two forms. The first was introduced in the previous paragraph, which has to do with capturing and measuring things like Quantitative or Qualitative Metrics, over time. In this case, we capture other metric categories, over time, with the intent to see how they change and perform, based on modifications to the Membership Management Operating Environment. The second form of Time related metrics has to do with system or operational performance, such as in the case of how long it takes to process a Membership Management Request, from the time it is created to the time the Requester gets a satisfactory deliverable that allows him or her to move on with his or her work.

Membership Management Utilization Metrics: Utilization Metrics specifically have to do with the consumption of Membership Management specific solutions or deliverables. For example, tracking the number of Membership Management Service Requests, over periods of time, along with their corresponding Membership Management Deliverables, allows one to measure how active Membership Management Services are against other Services that may exist within the Enterprise.

Membership Management Financial Metrics: As is always the case for any single Discipline, Financial Metrics for Membership Management always revolve around things like revenue, expenses, and profits, both, for operators of the Service or Services and for consumers of the Service or Services. For example, if a Membership Management Request is invoked by a Membership Management Customer (acting as the "Requester"), it becomes important to be able to identify and understand what the cost is to that Customer who is invoking the Request, and it also becomes important to understand why that cost is what it is. In the case of Services that do not yield revenue or profits, measuring costs is a strong way to, at very least, help understand the costs associated with each Service being performed by, within, external to, and for the Enterprise and its Customers.

Note: It's important to understand that, when it comes to metrics, enterprises should take a "Crawl," "Walk," "Run" approach to collecting, working with, and understanding them. That is, you cannot get to complex metrics collection, dissection, analysis, and understanding until you start with basic metrics and slowly work your way to more complex metrics representations.


Services: Membership Management as a Set of Services (a.k.a. Membership Management Services)

One of the most important concepts you will learn about Membership Management (or any Discipline, for that matter) is the notion of implementing the Discipline as an accountable, planned, controlled, transparent, and managed "Service."

In short, Services represent a logically "bounded" and repeatable sets of work types, activities or tasks that are performed by humans and/or machines, with the specific intent to provide outputs or deliverables, in the form of solutions for the requesting Stakeholders who are commonly considered the customers of such Services. In other words, we perform and/or provide a Service to deliver very specific solutions to very specific Stakeholders who are looking for a means to solve a certain problem they have.

A Membership Management Service is defined as:

"1. A set of solutions, either transactional (i.e. Transactional Membership Management Services) or dial-tone (i.e. Dial-Tone Membership Management Services), that are being or have been put in place to yield an intended, controlled, expected, repeatable and measurable set of results or deliverables for Membership Management specific Customers, Consumers or Clients.

NOTE: Membership Management Service Consumers or Clients can be either Human Resources or Systems."

All Services, including Membership Management Services, can be performed manually (i.e. by people), automatically (i.e. by machines such as Computers), or by a combination of the two (i.e. a hybrid that is both manually and automated).

Also, all Services, including Membership Management Services, can be either transactional or dial tone, in nature.

In the case of Transactional Services for Membership Management, a Service Request is submitted and that Request is fulfilled as part of a process that is either manual, automated, or a hybrid of both (e.g. a Service to perform maintainance on your Membership Management System).

In the case of Dial Tone Services for Membership Management, a Service is expected to be up, running, available, and accessible to an End User so that he/she/it may perform some controlled and highly repeatable function (e.g. a "Membership Management System" that is up and running all the time).

Membership Management Service Components: The successful implementation of Membership Management as a set of Services for your enterprise usually implies that a number of key components have been established to support it. These components are:

  1. A clearly documented and socialized Membership Management Service Owner that is held accountable for Service performance, quality, and cost.
  2. A clearly documented and socialized Membership Management Service Provider, Organization or Group who is performing the Service or work.
  3. A clearly documented and socialized inventory of all Membership Management Service Inputs, including Membership Management Service Requests and any artifacts necessary to support such Requests so that consumers of the Service know how to engage and request or take advantage of them.
  4. For every Membership Management Service Input, a clearly documented and socialized inventory of Membership Management Service Outputs, making it clear to consumers what they can expect to receive as a result of a successful Service Request.
  5. For every Membership Management Service Input, a clearly documented and socialized inventory of the work being performed by the Service Provider to achieve such Outputs or Deliverables.
  6. For every Membership Management Service Input, a clearly documented and socialized inventory Service Level Agreements (e.g. Service Availability, Service Duration, Service Guarantees, etc.) that can be used to set expectations and measure actuals against for said Service Outputs.
  7. Clearly specified Membership Management Service Costs that help set expectations for Service Requesters (i.e. the cost of a request) and that provide clear transparency to the organizations that fund and sponsor such Services (i.e. the Total Cost of Ownership (TCO) your Service(s).
  8. Membership Management Service Request Patterns (Estimation Creation, Modification, Decommission, Support/Incidents, Complaints, etc.) in order to create intuitive and repeatable user experiences across different Service Types.
  9. Clearly understand what Membership Management Service Resources are required, human or otherwise, to create and deliver your Membership Management Service Deliverables, in a repeatable, cost-efficient, timely, and high quality manner.
  10. For every Membership Management Service Request, understand the chargeback mechanism, in order to recoup your Service Costs.
  11. For every Membership Management Service, it's important to understand the skills that are required, will need to be developed, and will need to be maintained by Service Resources, in order to deliver each Service Deliverable.
  12. It's important to understand who your Membership Management Service Stakeholders are, this includes but is not limited to your Customers, Consumers, Clients, Sponsers, etc. are, as well as the types of problems it is that they're trying to solve or interests that they will have in your Services.

Membership Management Ownership: The most important thing to understand about a Membership Management Service is that, in order for such a Service to be successful, there must be a clear and accountable Owner for it. That is, there needs to be a very clear and accountable named person or organization that owns and is fully responsible for the Service, all of its sub-Services and, most importantly, all of the Service's "Outcomes." Without clear ownership, Services are almost never successful. And, for those few occasions where Services are successful without clear ownership, you can assume that they're successful because the people working in those Service areas are acting as heroes, or... the those Services are just plain lucky (that kind of luck doesn't last for long).

Membership Management Service Inputs: There are typically two types of inputs to any Membership Management Service. The first is what is known as a "Membership Management Service Request" and the second really represents any and all supporting artifacts that are necessary to support such requests, including but not limited to Data and Information in the form of Documents, either electronic or paper in form. Many would argue that the "money" to pay for the Service execution of the Request would be the third but, for now, we will assume that payment is controlled through the Data and Information provided to the Service Operators, in support of the Request.

Membership Management Service Outputs: The outputs of any Service are often referred to as the Service's Deliverables. Therefore, the readers should be aware that the terms "Membership Management Outputs" and "Membership Management Deliverables" are synonymous and interchangeable. All work performed in any enterprise is, by default, a Service that is being performed for someone else and, therefore, all work or Services yield results. These results are the Service's Outputs or Deliverables and a good Service ensures that such Outputs are appropriately documented to the consumers of said Service. This means that for any given Membership Management Service Request Type or Category there will be one or more clearly defined and documented Outputs or Deliverables, making it clear to the consumer what he, she, or they will get in response to their Request. This can be as simple as an answer to a question or as complex as the Merger of two enterprises.

Membership Management Service Levels: Service Levels represent "performance agreements," contractual or otherwise, that dictate how well a Membership Management Service should perform, most often keeping the Customers, Consumers, Clients or End Users of the Service in mind. Membership Management Service Levels can come in many forms and are often worked out by the Customers paying for the Services and the Service Providers who sell or provide the Services. In many cases, Service Levels are also self-imposed by the Service Providers performing the Services as a means to set expectations for Service Customers. In short, Membership Management Service Levels are constraints, limitations, and/or expectations that are tied directly to Membership Management Service Deliverables. They represent measures for things like quality, efficiency, and cost against said Deliverables or Outputs that allow the consumer of such Services to measure what they actually get against what they expected to get.


Service Paradigms: Centralized Membership Management vs. Federated Membership Management

Assuming an enterprise pursues the establishment of Membership Management as a set of controlled Services, there are three common paradigms for doing so. These include:

  1. A "Centralized Membership Management" implementation paradigm
  2. A "Federated Membership Management" implementation paradigm
  3. A "Hybrid Membership Management" implementation paradigm

Centralized Membership Management is defined as:

"1. The term or phrase that implies establishing and/or practicing the Discipline known as Membership Management as a concentric and singular set of organizations and services, usually in order to serve an entire enterprise, regardless of geographic location, further implying full centralization and no federation of any and all Membership Management associated Work, Activities, Actions, Tasks, Capabilities and/or Services."

Federated Membership Management, which is also referred to as Decentralized Membership Management, is defined as:

"1. The term or phrase that implies establishing and/or practicing the Discipline known as Membership Management in multiple pockets, communities, or organizations, further implying no centralization in the implementation and execution of Membership Management associated Work, Activities, Actions, Tasks, Capabilities and/or Services."

There are clear tradeoffs to each of the two models. For example, in a Centralized paradigm, it's normally easier to coordinate work and provide broad coverage, across many areas of the enterprise and relevant stakeholders. However, it becomes far more difficult for a centralized organization to properly fund and staff resources and services in order to perform all required work across all stakeholders, in a much larger enterprise.

It's also important to note that a third paradigm also exists as an option. This is known as a Hybrid Membership Management paradigm or model. In this case, there is a centralized Membership Management organization that is often responsible for things like centralized governance, command, control, and communications, while federated staff and services deal with localized forms of Membership Management. In this type of paradigm, federated staff and services usually report direclty into their local management but may have matrix reporting or responsibilities into the Centralized Membership Management organization.


Principles & Best Practices: Common Principles and Best Practices for Membership Management

A "Principle" is defined as being: "A professed assumption, basis, tenet, doctrine, plan of action or code of conduct for activities, work or behavior." Therefore, we can deduce the definition of "a Membership Management Principle" to be:

Membership Management Principle: "1. A professed assumption, basis, tenet, doctrine, plan of action or code of conduct for any activities, work or behavior associated with the Discipline known as Membership Management."

A "Best Practice" is defined as being: "One or more Activities, Actions, Tasks or Functions that often do not conform with strict Standards and that have evolved, over time, to be considered as conventional wisdom for consistently and repeated achieving Outcomes or Results that can be measured as being equal to or above acceptable norms." Therefore, we can deduce the definition of "a Membership Management Best Practice" to be:

Membership Management Best Practice: "1. One or more Membership Management related Activities, Actions, Tasks or Functions that often do not conform with strict standards and that have evolved, over time, to be considered as conventional wisdom for consistently and repeatedly achieving Outcomes or Results that can be measured as being equal to or above acceptable norms."

The plural form of this term would be "Membership Management Best Practices."

Common Membership Management related principles and best practices exist to help achieve higher than average expectations of quality and to ease in the implementation, support, operations, and future change associated with the solutions industry professionals put in place to address the needs of this Discipline and all its related stakeholders.

While this entire document is meant to represent and serve as a set of common principles and best practices for Membership Management, the following list represents a summary of some very basic examples of what implementers, supporters, and operators of Membership Management should constantly be working toward:

Principle or Best Practice Description
Establish and always have very clear Ownership for Membership Management. Establishing, publishing and socializing clear Ownership for Membership Management allows an enterprise and all its Resources, regardless of their geographic location, to assign accountability for all aspects of the Discipline. It also ensures that there's always at least one person that everyone can go to for transparency into the Discipline as well as for handling work that is associated with the Discipline.
Define, Collect, and Manage Relevant Membership Management Inventories. As an IT professional, there are probably few things that are as important as knowing what is or is not in your portfolio, as well as understanding key traits about your portfolio. You cannot achieve this without the transparency provided by your inventories. Therefore, it is critical that you clearly define, collect, manage, and govern any and all relevant Membership Management inventories. Lack of Membership Management Inventories means no transparency, a chaotic and immature environment, and (even worse) the implication that you don't know how to do your job.
Always use standard terminology for Membership Management, in order to standardize communications between stakeholders. It is often argued that the biggest mistake you can make is to create your own words and/or your own definitions, when communicating with others. There is no place where this is more accurate than in the field of Information Technology. IT Stakeholders make up their own words and definitions far too often, or let their business constituents do so. When you make up words or definitions, or you let others do so, you're creating a grave injustice for your organization. Self invented terminology and grammar often leads to poor communications, which in turn leads to redundancy of solutions, higher complexity of environments, slower delivery times, and much higher costs. Therefore, the IF4IT always recommends that you leverage standard terminology for Membership Management, whenever possible.
Centralization of Membership related data. While often impossible to centralize and collocate all Membership related data and information, especially in a geographically dispersed environment, Membership Management related stakeholders should always strive to centralize all data and information. The goals are to eliminate data fragmentation, improve source of truth for data, reduce the number of systems needed to support stakeholders, reduce the complexity of solutions, improve usability, and to ultimately reduce the costs associated with Membership Management.
Clearly define, implement, track, and analyze Membership Management Metrics. In order to successfully set up the discipline of Membership Management and its related Services, it is critical to clearly define, track, and constantly analyze Membership Management metrics. Such metrics include but are not limited to Supply and Demand Metrics (i.e. Operational Metrics), Performance Metrics, Quality Metrics, and Financial Metrics.
Transparency of Membership related data. Stakeholders should always strive to make any and all Membership Management data transparent to all other appropriate stakeholders, at a minimum, and often to the entire enterprises. The exception when private user data must be protected. Many stakeholders often make the mistake of treating internal operational data as private or protected. This often creates a data silo and will often lead to internally silo-ed organizations that revolve around such data silos.
Do not let "perfection" of Membership Management solutions stand in the way of "good enough solutions". Often, Membership Management stakeholders "overthink" solutions, leading to the impression that best-of-breed or perfect solutions are more effective than "good enough" solutions. Experience tells us that "good enough" is, almost always, the better path to follow. We live in an age where technologies grow old in the blink of an eye. Even the implementation of something that looks perfect, today, will look antiquated, tomorrow. This is especially true if your enterprise doesn't have a long term funding plan and commitment to improvements and upgrades of the solution(s) put in place.
Follow industry Standards, Best Practices, and Guiding Principles for Membership Management, whenever possible". One of the most common errors many enterprises make is to create solutions from scratch or without the guidance, assistance and/or experience of others who have created such solutions, before them. Whenever possible, the IF4IT recommends that you research existing Standards, Best Practices, and Guiding Principles to avoid the mistakes of others, while also gaining from their successes. Remember, we live in a vast world. Chances are very high that someone else has already experienced the pain you're about to create for yourself. Wise people will always look to learn from such people's experiences before they go down the road of implementing their own solutions.
Work toward and maintain a Single Source of Truth (SSoT), whenever possible. While it may be impossible to truly maintain a Single Source of Truth (SSoT) for all data items at all times, especially in the case where the same data entity or instance enters an enterprise through unique data channels, it is an accepted, industry-wide best practice to always work toward such a goal.

Further Reading and Reference Material for Membership Management

The Information Technology (IT) Learning Framework. A tutorial that helps understand Information Technology and how disciplines, such as this one, fits into the bigger picture of IT Operations.

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