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Choosing

How do we choose membership software our volunteers will actually use?

Judge tools by your least technical volunteer's Tuesday night, not the feature list: can they do the five common jobs — look up a member, take a payment, put up an event, change a website page, send a message — alone, on a phone, without calling anyone? Then check what happens when your most technical volunteer leaves, and what the real all-in cost is.

4 min read · Updated 2026-08-17

Feature lists all look alike, and demos are always smooth — the person driving has done it a hundred times. The question that separates tools is what happens when a volunteer with three hours a week and no patience for software sits down alone.

The Tuesday-night test

Pick your least technical regular volunteer — not unkindly; they are the honest benchmark — and ask whether they could do each of these tonight, on their phone, without calling anyone: look up a member and fix a phone number; take a dues payment; put up next month's event; change one page on the website; send a note to a group of members. Every job on that list that needs "the person who knows the system" is a job that will eventually not get done.

The other questions that matter

  • The bus test: your most capable volunteer steps back tomorrow. What knowledge leaves with them? The right answer is "not much, the tool carries it."
  • The whole price: subscription, any setup or moving cost, any percentage taken from dues, and the volunteer hours the tool demands. Compare first years, not sticker prices.
  • The leaving test: ask how you'd get your member list out. A vendor confident in the answer is a vendor planning to keep you by being good.
  • The board test: where do minutes, decisions, and follow-ups live? If the answer is "wherever you keep them now," the tool runs the roster but not the organization.

And insist on trying it with your own reality, not a polished sample. This is why our front door is a half-hour conversation about what's in your way — sometimes the honest outcome is that SorrelSites isn't the right fit, and hearing that early is worth more than any demo.

The tool that wins on paper and the tool volunteers will still be using happily in two years are often different tools. Choose for the second.

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