= Membership/Administration Plan 2014 = '''Team Details:''' * We need to discuss how the team itself will function: * Level of involvement/requirements of participation * Task managers * Staffing and staff management * Evaluation == Administration == * Goals: * Make sure we are compliant with all legal and fiduciary rules [[br]] Hire external financial review * Effectively manage budgets of all teams [[br]] Internal staff priority. Develop new accounting procedures for monitoring team budgets, payment and expense requests, separation between payables and receivables, etc. * Coordinate budgets between Mexico and US [[br]] Work on strategies to connect offices. Will including hiring of administrative coordinator in Mexico. * Develop and/or archive formal policies regarding staff, fundraising, dues policies, membership policies such as payment policies, special memberships (comped or subsidised), etc. '''Budget''': External consultant for financial review set at $1,000 - 2,000 Admin and Accountant in México $1,000 == Membership == * Goals: * Member Awareness We seek to move beyond the perception that MFPL is a service provider. We want to raise awareness of our political goals and projects among our membership. This also refers to the Leadership's ability to know and understand our members - who they are and what they do to build a stronger network/community. * Member Engagement We seek to find opportunities to engage with members to build our community, share resources, form networks of solidarity and contribute to the broader movement. === Database Coding === We need a more robust and dynamic database to gather and track more information about our membership and our relationship and our partnerships. The current plan is to move to a cvcrm system. 1. Identify all members by relationship to MFPL from core to periphery [[br]] The goal is for collaboration and education targeting purposes.[[br]] 2. Invite core to participate in teams and projects [[br]] Sample projects include "Why I'm A Member" and People Links 3. Work on moving periphery to core [[br]] Potential projects include specialized outreach, phone calls and meetings, invitations to events, participation in orientation or tech education workshops, etc. === Engagement strategies === Proposed projects to engage with members. 1. “Why I’m a Member statement” [[br]] A way to define what membership means from members themselves. Start with core for internal and external promotional purposes esp. on website. 2. Meetings/calls with members [[br]] Targeted outreach with members. Focus on identifying members with political or strategic value - network/coalition building, partnerships, etc. Utilize entire Leadership Committee to conduct outreach. 3. Privacy Policy Coordinate with Enrique’s plan [[br]] (Enrique to add details) 4. People Links phone conferences [[br]] Planning document available at: [wiki:peoplelinks] 5. Orientation Video [[br]] Short, informal fun video designed to introduce new members to May First, highlight key features and provide some instruction on using ticketing system and control panel. [[br]] Budget: $1,000 for video production 6. Survey [[br]] Fact finding effort to expand understanding of members, member needs and interests and additional details for database. Not highest priority. === Communication strategies === 1. Determine policy for how we communicate to members general news and updates a. Continue Lowdown? or devise new strategy? b. This will be a priority of the team to determine 2. Quarterly membership report [[br]] A special updates that will offer progress reports from teams, general financial reports, news and appearance/public schedule. This should be distinquished from other messages to member perhaps by using special tags: Tech Update/Membership Report/Lowdown News/Etc..... 3. Revise website, particularly membership materials including: a. Accessible design and features b. Benefits of membership (use statements from core) c. Easy access to ticketing d. How to use control panel e. Billing questions f. Member Engagement g. Team meeting schedule – how to get involved h. News/updates – Lowdown? i. Tech support/skillsharing/new developments/trainings/etc. To do: * Budget for Membership work * Staffing == Budget == * Note: 2013 items are not for the full year nor are the fully reconciled === Revenue === ||'''Item''' ||'''2012''' ||'''2013''' || ||Donations ||247 ||495 || || AMC Donations ||2736 ||0 || ||Grants ||4500 ||0 || || AMC Grants ||1600 ||0 || || POC Grants ||4000 ||0 || ||Infrastructure Income ||4911 ||3418 || ||Interest Income ||14 ||16 || ||Membership Dues ||126797 ||122497 || ||Program Related Income ||1123 ||0 || ||POC Training Program ||11190 ||6667 || ||'''Total Revenue''' ||'''157119''' ||'''133093'''|| === Expenses === ||'''Item''' ||'''2012''' ||'''2013''' ||'''2014''' ||'''For''' || ||Bad Debts Expense ||0 ||6600 || || member || ||Bank Service Charge ||2086 ||2003 || || member || ||General Conference Registration ||250 ||210 || || outreach || || AMC Conference ||700 ||210 || || outreach || ||Depreciation ||0 ||0 || || sds || ||Dues and Subscriptions ||500 ||500 || || internat || ||Equipment Rental ||0 ||100 || || member || ||Event/Meeting Space Rental ||150 ||970 || || out/mem || || AMC Fundraiser ||360 ||0 || || all || || POC Space Rental ||530 ||0 || || special || ||Food and Entertainment ||913 ||674 || 0 || o/m/s || || AMC Food ||827 ||0 || || outreach || || LC Food ||0 ||364 || || member || || POC Food ||800 ||1499 || || special || ||Hosting Expenses ||0 ||0 || || sds || || Colocation Fees ||55611 ||47474 || 0 || sds || || Domain Name Registration ||640 ||363 || 0 || sds || || TLS Certificates ||519 ||506 || 0 || sds || || Disability Benefits Insurance ||60 ||149 || 0 || sds/mem || || Workers Compensation ||677 ||325 || 0 || sds/mem || || Miscellaneous ||1038 ||550 || || special || || POC Miscellaneous ||0 ||45 || || special || || Postage and Delivery ||615 ||319 || || member || || Printing and Reproduction ||296 ||0 || || out/mem || || AMC Printing ||54 ||0 || || outreach || || POC Printing ||0 ||0 || || special || || POC Trainer Consultants ||7200 ||0 || || special || ||Rent and Utilities ||4200 ||4150 || || special || ||Repairs ||0 ||0 || || sds || || Computer Repairs ||0 ||0 || || sds || || Equipment Repairs ||0 ||0 || || sds || ||Supplies ||0 ||0 || || sds || || Hard Drives ||2382 ||392 || 0 || sds || || Misc. Computer Hardware ||7767 ||3524 || 0 || sds || || Office Supplies ||94 ||469 || || member || || POC Books ||166 ||0 || || special || || POC Hardware ||2100 ||0 || || special || || POC Misc Supplies ||0 ||0 || || special || || Servers ||0 ||1600 || 0 || sds || ||Telephone and Fax ||300 ||127 || || all || ||Transportation ||0 ||0 || || all || || AMC Lodging ||1714 ||0 || || outreach || || AMC Out of Town Travel ||3186 ||0 || || outreach || || Car Rental ||436 ||0 || || outreach || || Fees ||11 ||0 || || outreach || || Gas ||50 ||34 || || outreach || || LC Local Travel ||0 ||127 || || member || || LC Out of Town Travel ||408 ||2701 || || member || || Local Travel ||128 ||0 || || member || || Lodging ||381 ||181 || 0 || outreach || || Out Of Town Travel ||5379 ||843 || 00 || outreach || || Parking ||0 ||163 || || outreach || || POC Local Travel ||293 ||142 || || special || || POC Lodging ||857 ||316 || || special || || POC Out of Town Travel ||3530 ||5094 || || special || || Travel Meals ||0 ||0 || || outreach || || Travel Misc. ||120 ||0 || || outrach || ||Payroll ||0 ||0 || || || || Payroll Taxes ||2275 ||3527 || 0 || sds/mem || || Salaries ||21909 ||30375 || 0 || sds/mem || || '''Total Expenses''' ||'''131510''' ||'''116627''' || || ||