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RFP opportunity

Three-Year Membership Growth Strategy Service for Private Directors Association

Submission deadlineNov 13, 2026See documents for time and submission instructions
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About this opportunity

AI summary

The Private Directors Association seeks an experienced membership strategist or consulting firm to develop a three-year membership growth strategy grounded in data and market insight. The selected vendor must assess growth feasibility, develop scenario models, conduct cost-efficient research, and create actionable strategies for acquisition, retention, value proposition adjustments, and chapter network improvements. Required deliverables include a membership diagnostic, growth scenarios, a three-year roadmap, a 2027 operating plan, resource implications, and a KPI framework. Only USA-based organizations are eligible to bid. Work will be performed onsite and offsite. Applicants must submit proposals including firm background, methodology, project timeline, and transparent pricing. Questions are due by November 6, 2026, and final proposals must be submitted digitally via email to Kimberly Aldworth by November 13, 2026, at 5:00 PM Central. Evaluation will focus on demonstrated growth expertise, practical recommendations, analytical strength, cost-efficient research, and overall bid value.

Buyer and opportunity details

Client
Private Directors Association

Scope of work

  • Conduct an objective membership performance assessment and review of PDA's membership model
  • Develop three-year growth feasibility and scenario modeling
  • Formulate scalable, cost-efficient acquisition strategies
  • Identify practical retention and lifecycle strategy improvements
  • Evaluate value proposition and positioning to recommend targeted adjustments
  • Conduct right-sized qualitative or quantitative member and stakeholder research
  • Clarify realistic chapter growth strategies and replicable practices
  • Provide strategic prioritization based on impact, cost, effort, and feasibility

How proposals are evaluated

CriterionWeight / scoring
Demonstrated membership growth expertiseNot specified
Ability to deliver practical, resource-realistic recommendationsNot specified
Strength of analytical approachNot specified
Cost-efficient research methodologyNot specified
Clarity and actionability of recommendationsNot specified
Overall value and reasonableness of bidNot specified

Minimum qualifications

  • Experience in association membership strategy
  • Experience in multi-year growth planning
  • Experience in acquisition and retention
  • Experience working with chapter-based organizations
  • Experience in membership forecasting
  • Experience with cost-efficient research methodologies
  • Experience delivering measurable results within constrained budgets is strongly preferred

Documents to include with your response

  • Firm background and relevant experience
  • Examples of comparable engagements
  • Proposed methodology emphasizing cost-efficiency
  • Research approach
  • Scenario modeling approach
  • Project timeline
  • Required PDA participation
  • Transparent, reasonable pricing detailing core consulting fees, research costs, and optional implementation support

Key dates

RFP Issued
October 21, 2026
Questions due
November 6, 2026
Proposal Deadline
November 13, 2026, 5pm Central
Finalist Interviews
November 16, 2026
Project Kickoff
January 2027

How to submit

Method
Electronic via email
Instructions
Submit proposals electronically to Kimberly Aldworth, Director of Membership, Private Directors Association.

Contract details

Place of performance
Onsite and offsite
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