Free Toolkits & Resources

Ten ready-to-run activities that help your association staff move from "I tried AI once" to "I use it well." Each one is short (25–40 minutes), low stakes, and built around real association work: a member email, an annual meeting theme, a jargon-heavy policy explainer.

• Ten fully designed activity plans with goals, materials, step-by-step facilitation, debrief questions, and a bridge to real work
• A one-page Facilitator Quick Reference that maps every prompt-writing move across the series
• Grounded in andragogy, Merrill's First Principles, Bloom's Revised Taxonomy, and Kirkpatrick
• Free to use under CC BY-NC 4.0 — run them at your association without paying for a license

Built after more than two years of running AI pilots inside small and micro associations, this white paper covers both chat assistants and the newer AI agents that can act on their own, since a growing share of tools your association already uses now offer both.

• The four domains of AI fluency: Task Orchestration, Instruction Crafting, Output Judgment, and Responsible Application
• What changes once AI can act as an agent, not just answer as a chat assistant
• A complete rubric to self-score yourself or your team across four levels
• A quick-reference table for chat assistant vs. agent use across membership, events, education, advocacy, and governance
• A resources section with vetted options (mostly free) to build each of the four skills

If you've been tasked with "implementing AI" at your association — or have tried with poor or inconsistent results — this guide is for you. This toolkit excerpt covers the basics and is not meant to be an exhaustive manual.

• Creating a fun, safe learning environment
• Setting a safe foundation with guardrails
• Picking your tools
• Running a 90-day pilot
• Avoiding the 5 biggest mistakes
• How and when to talk to your board

Now in its 5th edition, this toolkit helps association marketers use and scale a marketing AI pilot. It's a documentation of the journey in AI — practical, updated as new tools and use cases emerge.

• Links to sample AI policies
• Links to using AI in a custom GPT
• Copyright in marketing using AI
• AI tools overview
• AI use cases in association marketing
• How to launch and scale a marketing AI pilot

These resources provide education and information only — please adapt them to your own association, because no template will capture your unique needs. Have IT, leadership, and counsel review before adaptation and use.

• An association AI agent governance checklist — use this when you set up or review an AI agent and its output
• An excerpt from an association-specific AI policy and governance processes
• The "Are We Even Allowed to Put That into ChatGPT?" webinar recording and slide deck