Whorton Marketing & Research
Unique Services for Associations and Nonprofits
Project Profiles O-Z

We have outlined a range of our past projects to give you a sense for the range of our services. Call us anytime to discuss your project and we will often share the learnings to the extent possible.  

Organization for Safety and Asepsis Procedures (OSAP), Annapolis MD

Conference Evaluations. Processed survey results for Annual Symposia and Federal Services Programs. Prepare reports rating symposia speakers and content to guide future event planning decisions. (2002-2005)

Lapsed Member Marketing. Copywriting, design and database management for a lapsed member reinstatement campaign. (April 2005)

Fundraising Program Planning. Facilitated Board discussion and prepared feasibility assessment and fundraising plan for institutional grants and major gifts supporting the work of OSAP Foundation. (July 2002)


Pfizer, Inc., New York NY

Conducted focus groups among pharmacists for large pharmaceutical manufacturer (1996)


Pharmacy Technician Certification Board, Washington DC

Database Design and Audience Assessment System. Developed a system for analyzing their membership records in their first year of operation, providing analytics and an analysis of their evaluation forms. Grew to a 40,000 member organization. (January 1996)


Promotional Products Association International, Irving TX

Assisted national organization in evaluating conversion to hybrid membership structure from long standing trade structure (2007)


Roller Skating Association International, Indianapolis IN

Conducted a industry wide study of finances and operational practices for presentation at annual trade show (2008)


Heart Missions, Fairhaven MA

Performed fundraising program analysis, wrote copy and oversaw two years of donor activities for small charity (2006-2008)


Society for Human Resource Management, Alexandria VA

Managed member acquisition program as marketing agency for two years, conducted willingness to pay/price elasticity surveys, conducted research regarding reciprocal membership structure, conducted massive audit of membership acquisition program, and conducted financial analysis to determine servicing cost, marketing cost, and net revenue per member (1999-2010)


Society for Cable Telecommunications Engineers, Exton PA

Conducted membership needs assessment and nonmember survey (2005)


Society for Science and the Public, Washington DC

Assessed potential member model with large scientific publisher and performed secondary research and survey and interviews among perspective members (2009)


Society for Industrial and Office Realtors (SIOR)

Membership Survey and Marketing Audit. Conducted marketing and systems assessment for 1,800 member association of commercial real estate brokers. Services included competitive analysis, organizational study, member needs assessment, and development of nationwide public awareness campaigns and direct mail packages simplifying a difficult membership process and generating a high volume of new leads. (April 1997)


Society of Industrial and Office Realtors, Washington DC

Managed membership acquisition program as agency (1999-2000)


The Endocrine Society, Bethesda MD

Global Needs Assessment. Developed and conducted the first global needs assessment conducted by the association in five years. Study evaluated all aspects of the organization, particularly how it serves its key professional practice segments of clinical researchers, basic researchers, clinical practitioners, and academics. (November 2000)

Journal Readership Study. Design and conduct a detailed review of content, readership, and overall satisfaction with the association's four medical journals. (May 2001)

Diabetes Study. Conducted market research study among Society members for a consortium of pharmaceutical and medical device manufacturers. (June 2001)

Online User Profile Study. Design and collect online data from visitors to an online web portal service. Analyzing demographics with marketing recommendations. (November 2001)

Annual Meeting Exhibitor and Registrant Surveys. Designed and analyzed the results of an online survey regarding meeting format, schedule and location preferences, conducted among attendees and non-attendees to guide future meeting planning decisions and marketing activities. (November 2001)


Texas Society of Association Executives, Austin TX

Presented workshops at annual conference regarding membership essentials and marketing essentials (2008)


U.S. Chamber of Commerce Washington DC

Conducted extensive interviews with headquarters staff, regional executive directors, and current, former, and prospective members to assess and identify refinements for a new mid-level membership program and taught IOM program in marketing and research techniques (2007-2008)


U.S. Department of Energy, Washington DC

Energy Efficient Home Audience Research. Conducted focus groups among executives of the largest building systems builders (log homes, modular homes) with marketing recommendations. (October 1993)


U.S. Department of Labor: Consumer Price Index

Regression/Substitution Program. Lead analyst for the hedonic regression project, a large scale initiative designed to link pricing to specific attributes of product samples by field staff to produce the monthly CPI. Developed project scope and goals, training materials, periodic progress reports and presentations, a library of software programs on the mainframe to facilitate analyst work, and provided personal consulting to improve the accuracy of substitution, reporting, and acceptance tolerances. (1988)

Data Collection Improvement Initiative. Led initiative to create and implement guidelines for the first time for the 600+ data collection forms used by field staff to collect product attributes for 200,000 sampled items monthly. (1987)

Consumer Price Index Users Survey. Coordinated development, collection and analysis of a users survey commissioned by the General Accounting Office to estimate the impact of the CPI on the domestic economy, and to make the Index, its methodologies and communications more responsive to users. (1988)


U.S. Dept. of Housing and Urban Development, Washington DC

Conducted statistical analysis to drive military base housing allocations and performed large data set analysis of the American Housing Survey (1993)


United Nations Association of the USA (UNA), New York NY

Marketing Audit and Member/Donor Marketing Plan. Conducted marketing overview including review of marketing communications materials, past needs assessments. Developed growth plan with appropriate financials, staffing, and tactical plans for doubling membership, sharply increasing donor base and total non-dues revenue for a 20,000 member charitable organization. (December 2000)


Virginia Society of Certified Public Accountants, Glen Allen VA

Conducted member and nonmember surveys statewide and for Northern Virginia


Warehousing Education and Research Council, Oak Brook IL

Conducted a membership survey (2004)


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