Brief at a glance
Brief due Oct 2, 2026 Renewal Dec 31 3 commitments unresolved 2 roster entries need correcting Internal
The brief Adaeze Obiora and Callum Breckenridge read before anyone contacts Basalt Creek Industries about the December 31 renewal of its 42-member group membership: what the members used, what the association still owes the company, and which roster entries must be corrected first. Prepared by the membership coordinator at the Workplace Safety Coordinators Association from records checked on Monday, September 28, 2026. Nothing in it goes to Leonard Kalnins until Adaeze approves the message.
What the members used
The association counted a benefit as used when a member attended the regional conference, completed an online course, used their credential record or posted in the member community in the last 12 months. The first export showed 31 members with use and 11 without. Seven of those 11 completed courses under personal email addresses, which the learning records keep apart from the membership record. Once those records were matched, 38 members showed use and 4 showed none.
The headline number for the renewal conversation is the one below. Use 38 of 42, not the first export, whenever someone asks how many members are active.
The roster before anyone is contacted
The group is billed by the member, so the roster is the first thing to get right. Forty of the 42 entries are current employees. Two are people who left the company in the spring and are still listed.
Commitments the association still owes
Three commitments made to Basalt Creek Industries are unresolved. Each one needs an owner and a promise date before any renewal outreach, because Leonard will ask about them in the first call.
| Commitment | Owner | Promise date | Status | What is needed |
|---|---|---|---|---|
| Roster review before renewal outreach | Adaeze Obiora, record owner; Callum Breckenridge sends the roster | Oct 14 | Waiting for employer | Leonard Kalnins confirms the roster |
| Webinar date for the sponsored webinar | Callum Breckenridge | Oct 9 | Owned | Confirm the date with Leonard |
| Third commitment, not on the handoff record | None yet | Needs review | No owner | Adaeze names an owner and a date by Oct 14 |
The roster review and the webinar date were handed to Callum when the relationship manager left on September 18. The third commitment was made before the handoff and is not on the handoff record, so its wording must be checked against the relationship manager's account notes with the new owner before it is described to the company.
Renewal facts
- Renewal date
- December 31, 2026
- Brief prepared
- 90 days before the renewal, which is October 2
- Group dues
- $385 per member per year
- Benefits in the group membership
- Regional conference, online courses, credential records, member community
- Sponsorship
- $12,000 for 2026 with 9 deliverables, handled in its own tracker
- Employer contact
- Leonard Kalnins, safety director
- Decisions the employer approves
- Group renewal, roster additions and removals, sponsor deliverable changes, data sharing
- Relationship approach
- Roster review first, dues second. Decided by Adaeze Obiora.
Outreach steps
The sequence below is the order of contact. The step marks show where the brief stands today.
- Brief assembled from the records
- Roster sent to Leonard
- Commitments owned and dated, Oct 14
- Outreach to the 4 inactive members decided
- Renewal conversation with Leonard
"A company that gets a bill before it gets an answer to its roster question will talk about the bill. I want the first conversation to be about the people on the list."
Adaeze Obiora, Membership director, Workplace Safety Coordinators Association
Talking points for the first call
Before the renewal conversation
- Brief assembled and use matched across the learning records. Owner: membership coordinator, donedone
- Send the roster to Leonard Kalnins for confirmation. Owner: Callum Breckenridge, this weekopen
- Say that 38 of 42 members used a benefit, and why the first export said 31open
- Name the owner and date for each of the three commitments. Owner: Adaeze Obiora, Oct 14open
- Ask Leonard to confirm the two entries for people who left in the spring. Owner: Callum Breckenridge, Oct 14open
- Decide whether to contact the 4 members with no activity. Owner: Adaeze Obiora, after the roster is confirmedopen
- Hold dues until the roster is confirmed, then state the figure from the confirmed roster. Owner: Adaeze Obioraopen
Who is on this brief
- Adaeze ObioraMembership director, decides the approach, dues handling and any outreach
- Callum BreckenridgeMember services lead, account owner, sends the roster for confirmation
- Leonard KalninsSafety director, Basalt Creek Industries, confirms the roster