Board Orientation: Difference between revisions
From Pumping Station One
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* Online banking | * Online banking | ||
* PEX Cards | * PEX Cards | ||
== Annual Report == | == Annual Report == | ||
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All cash payments are to be deposited in the dropbox in the safe; it's currently mounted on the wall. On the envelope should be their name and the date of the deposit. | All cash payments are to be deposited in the dropbox in the safe; it's currently mounted on the wall. On the envelope should be their name and the date of the deposit. | ||
'''Members should be informed that cash payments can take a while to be processed and that they really | '''Members should be informed that cash payments can take a while to be processed and that they really establish recurring payments through the member management system - [[Wild Apricot]] and [[Stripe]].''' | ||
==== Processing the Payments ==== | ==== Processing the Payments ==== | ||
For each cash payment, update the member's record in | For each cash payment, update the member's record in Wild Apricot. | ||
NOTE INSTRUCTIONS WERE FOR ZOHO, NOT WILD APRICOT, VERY OUTDATED | |||
* Set their membership level to their payment amount (if applicable.) | * Set their membership level to their payment amount (if applicable.) | ||
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'''To add''': how to handle members who spend member points on a temporary upgrade instead of a refund | '''To add''': how to handle members who spend member points on a temporary upgrade instead of a refund | ||
=== Checks === | |||
Need to pass along the blank checks. | |||
== Running Votes == | == Running Votes == | ||
Most of the business conducted by PS:1 is decided by member votes. | Most of the business conducted by PS:1 is decided by member votes. Running votes is the responsibility of the Secretary. | ||
* A new vote should go here: [[2017 Votes]] (or the equivalent page for the current year) | * A new vote should go here: [[2017 Votes]] (or the equivalent page for the current year) | ||
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** Don't forget to change the dates in the email subject line! | ** Don't forget to change the dates in the email subject line! | ||
* In addition to a proxy statement announcement, it's helpful to send out a reminder email the day before proxies are due. | * In addition to a proxy statement announcement, it's helpful to send out a reminder email the day before proxies are due. | ||
* Proxies are sent to the votes@ account. Try to check this account before the deadline for proxy votes; if a proxy is incorrectly completed, you can let people know that they can re-send a proxy. | * Proxies are sent to the votes@ account. (Credentials in LastPass) Try to check this account before the deadline for proxy votes; if a proxy is incorrectly completed, you can let people know that they can re-send a proxy. | ||
* Copy one of the spreadsheets in the Google Drive to track proxy votes. There's also a space there to track who voted in person and vote totals. | * Copy one of the spreadsheets in the Google Drive to track proxy votes. There's also a space there to track who voted in person and vote totals. | ||
* At the meeting for the in-person vote, have all full members sign in on a [[https://drive.google.com/open?id=0ByyGnsLiSGNWRkhnLU1YY2J3WjQ Vote Roll Call Sheet]] | * At the meeting for the in-person vote, have all full members sign in on a [[https://drive.google.com/open?id=0ByyGnsLiSGNWRkhnLU1YY2J3WjQ Vote Roll Call Sheet]] | ||
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** Record which members are present for the vote. | ** Record which members are present for the vote. | ||
* Once the voting is done, update [[2017 Votes]] as well as the votes page. I also generally note whether a vote passed in the minutes and on the vote page. Mailing list announcement also isn't a bad idea. | * Once the voting is done, update [[2017 Votes]] as well as the votes page. I also generally note whether a vote passed in the minutes and on the vote page. Mailing list announcement also isn't a bad idea. | ||
== Task Management == | == Task Management == | ||
