—   Lesson series

AI Agent Adoption Toolkit

Discover which AI agents will deliver the most value for your association. Complete a quick assessment and receive personalized recommendations based on your strategic priorities, data readiness, and governance approach. Walk away with a downloadable report you can share with your leadership team.

Introduction 
AI Agent Toolkit:

AI agents are transforming how associations serve their members but with so many options, knowing where to start can feel overwhelming.

Should you invest in a member career support agent? A renewal risk predictor? An event concierge? The answer depends entirely on your organization's unique situation. This free toolkit cuts through the noise.

In about 30 minutes, you'll complete a guided assessment that examines your strategic priorities, evaluates your data and integration readiness, and considers your governance preferences. Based on your responses, you'll receive personalized recommendations for which AI agent types are the best fit for your association right now and which ones to plan for later. 

You'll also learn how to think about platform decisions (a critical choice most organizations overlook) and get a checklist of questions to ask any AI vendor before you commit. Whether you're just starting to explore AI or ready to move beyond experimentation, this toolkit gives you a clear, actionable starting point. No prior AI experience required, just bring honest answers about where your organization stands today.

Learning Objectives

By completing this toolkit, you will be able to:
  • Identify your top AI agent opportunities - Receive personalized recommendations from nine agent archetypes based on your organization's specific priorities and readiness
  • Assess your organization's AI readiness - Evaluate your member data quality, system integration capabilities, and content structure using concrete benchmarks
  • Understand the agent selection methodology - Learn how priority alignment, readiness fit, and governance match combine to determine which agents are right for you
  • Navigate platform decisions - Recognize the trade-offs between integrated, model-agnostic, and open-source AI platforms to avoid costly vendor lock-in
  • Communicate AI opportunities to leadership - Generate a downloadable PDF report with your recommendations, benchmarks, and vendor evaluation questions to share with your executive team or board

Course Lessons