Changes between Version 25 and Version 26 of member-admin/plans/2014


Ignore:
Timestamp:
Feb 8, 2014, 4:35:40 PM (8 years ago)
Author:
Hilary Goldstein
Comment:

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  • member-admin/plans/2014

    v25 v26  
    1010'''Administration''' [[br]]
    1111 * Goals: 
    12    * Make sure we are compliant with all legal and fiduciary rules
    13    * Effectively manage budgets of all teams
    14    * Coordinate budgets between Mexico and US
    15    * ???
    16        
    17  __Financial Review__
    18     1. External review to ensure financial competence
    19     2. Monitor budget – how to manage all team budgets
    20     3. Staffing policies and record keeping
    21     4. Other admin function?
     12   * Make sure we are compliant with all legal and fiduciary rules [[br]]
     13       Hire external financial review
     14   * Effectively manage budgets of all teams [[br]]
     15       Internal staff priority.  Develop new accounting procedures for monitoring team budgets, payment and expense requests, separation between payables and receivables, etc.
     16   * Coordinate budgets between Mexico and US  [[br]]
     17       Through coordinated technology and staffing
     18   * Develop and/or archive formal policies regarding staff, fundraising, dues policies, membership policies such as payment policies, special memberships (comped or subsidised)
    2219
    23 __Membership Policy__
    24     1. At the Coordinators meeting on 1/23 there was a request to revise our policy on special memberships - free and low cost
    25 
    26 To do:  * Budget for Financial work
    27         * Staffing
    28         * External consultant for financial review
     20Budget: * External consultant for financial review set at $1,000 - 2,000
    2921
    3022'''Membership''' [[br]]