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1993 PLANNINGOFFICE: Finance CommitteeOFFICER: Victor James Brooks
OFFICE RESPONSIBILITIES:
1 - Monitor the receipts and disbursements of the Association funds to assure conformance with the budget approved by the Executive Committee.
2 - To assist in identifying and support fund-raising activities for the Association.3 - Coordinate the audit of all financial records with a
legitimate accounting agency or individual annually.4 - Provide financial reports, advice and counsel to the
Association as required.5 - Recommend a consolidated annual budget and revenue forecast to the Executive Committee.6 - Submit an annual budget to the Board of Directors for
approval prior to the start of the new fiscal year.7 - Review and analyze budget and revenue forecasts from all
Operating Committees of the Association.8 - Balance budget and revenue forecasts through
negotiations with Operating Committees of the Association as necessary.
PAST YEAR ASSESSMENT: (for your area of responsibility and others)
Area/s of Strength
1 - Developed an effective budget process which allowed for the coordination of all committee's annual operating budgets.
2 - Established an automated transfer (via Local Bulletin Board) process of the chapter's financial transactions, so that all required financial reports could be
generated.
Areas of Potential Improvement
1 - Improve communications with committee members by consistently holding monthly meetings.2 - Improve communications with the Treasurer for settling
the chapter's financial accountabilities.3 - Improve the committee's team participation by soliciting
more individual to join the committee.4 - To follow through on committee assigned tasks to ensure
that they've been completed on time.
RECOMMENDATIONS:
1 - Assist in soliciting uncommitted members for my committee.2 - Improve computer literacy throughout the association for
members that don't possess computer skills.
3 - Prioritize the procurement of a training center.
1993 OPERATING PLAN
OFFICE: Finance CommitteeOFFICER: Victor James Brooks
MAJOR RESPONSIBILITIES:
1 - Monitor the receipts and disbursements of the Association funds to assure conformance with the budget approved by the Executive Committee.
2 - Coordinate the audit of all financial records with a legitimate accounting agency or individual annually.
3 - Provide financial reports, advice and counsel to the Association as required.
4 - Recommend a consolidated annual budget and revenue forecast to the Executive Committee.5 - Submit an annual budget to the Board of Directors for
approval prior to the start of the new fiscal year.6 - Review and analyze budget and revenue forecasts from all
Operating Committees of the Association.7 - Balance budget and revenue forecasts through
negotiations with Operating Committees of the Association as necessary.
8 - To assist in identifying and support fund-raising activities for the Association.
1993 OPERATING PLAN
OFFICE: Finance CommitteeOFFICER: Victor James BrooksResponsibility #: 1Responsibility Name: Monitor Association Receipts
Description:
Monitor the receipts and disbursements of the Association funds to assure conformance with the budget approved by
Resources Needed:
Treasurer, Bulletin Board System, Personal Computer, Communication Software, Computer Supplies.
Work Start Date: 01/01/93 Work End Date: 12/31/93
Estimated Cost Breakdown:
Computer Supplies (Paper) $20.00 12/31/93
Total Expense $20.00
Other Comments: N/A
1993 OPERATING PLAN
OFFICE: Finance CommitteeOFFICER: Victor James BrooksResponsibility #: 2
Responsibility Name: Annual Audit Financial Records
Description:
Coordinate the audit of all financial records with a legitimate accounting agency or individual annually.
Resources Needed:
Treasurer, Outside Accountant, Bulletin Board System, Personal Computer, Communication Software.
Work Start Date: 01/01/93 Work End Date: 12/31/93
Estimated Cost Breakdown:
Accountant (Annual Review) $200.00 12/31/93
Total Expense $200.00
Other Comments: N/A
1993 OPERATING PLAN
OFFICE: Finance CommitteeOFFICER: Victor James BrooksResponsibility #: 3
Responsibility Name: Financial Reports & Advice.
Description:
Provide financial reports, advice and counsel to the Association as required.
Resources Needed:
Treasurer transaction file, Bulletin Board System, Personal Computer, Communication Software, Computer Paper.
Work Start Date: 01/01/93 Work End Date: 12/31/93
Estimated Cost Breakdown: N/A
Other Comments: N/A
1993 OPERATING PLAN
OFFICE: Finance CommitteeOFFICER: Victor James BrooksResponsibility #: 4
Responsibility Name: Produce & Balance Annual Budget
Description:
Recommend a consolidated annual budget and revenue forecast to the Executive Committee.
Resources Needed:
Treasurer, Committee Chairs, Bulletin Board System, Personal Computer, Communication Software.
Work Start Date: 01/01/93 Work End Date: 12/31/93
Estimated Cost Breakdown:
Budget Distribution $10.00 01/31/93
Total Expense $10.00
Other Comments: N/A
1993 OPERATING PLAN
OFFICE: Finance CommitteeOFFICER: Victor James BrooksResponsibility #: 5
Responsibility Name: BOD Budget Approval
Description:
Submit an annual budget to the Board of Directors for approval prior to the start of the new fiscal year.
Resources Needed:
Committee Chairs, Bulletin Board System, Personal Computer, Communication Software & Supplies.
Work Start Date: 09/01/93 Work End Date: 12/31/93
Estimated Cost Breakdown:
Budget Distribution $10.00 01/31/93
Total Expense $10.00
Other Comments: N/A
1993 OPERATING PLAN
OFFICE: Finance CommitteeOFFICER: Victor James BrooksResponsibility #: 6
Responsibility Name: Review & Analyze Budget
Description:
Review and analyze budget and revenue forecasts from all Operating Committees of the Association.
Resources Needed:
Committee Chairs, Bulletin Board System, Personal Computer, Communication Software & Supplies.
Work Start Date: 09/01/93 Work End Date: 12/31/93
Estimated Cost Breakdown: N/A
Other Comments: N/A
1993 OPERATING PLAN
OFFICE: Finance CommitteeOFFICER: Victor James BrooksResponsibility #: 7
Responsibility Name: Balance Budget
Description:
Balance budget and revenue forecasts through negotiations with Operating Committees of the Association as necessary.
Resources Needed:
Committee Chairs, Bulletin Board System, Personal Computer, Communication Software & Supplies.
Work Start Date: 09/01/93 Work End Date: 12/31/93
Estimated Cost Breakdown: N/A
Other Comments: N/A
1993 OPERATING PLAN
OFFICE: Finance CommitteeOFFICER: Victor James BrooksResponsibility #: 8
Responsibility Name: Assist With Fund-Raising
Description:
Assist in identifying and support fund-raising activities for the association.
Resources Needed: N/A
Work Start Date: 01/01/93 Work End Date: 12/31/93
Estimated Cost Breakdown:
Other Comments: N/A
1993 OPERATING PLAN
OFFICE: Finance CommitteeOFFICER: Victor James BrooksResponsibility #:9
Responsibility Name: Rebuild the Finance Committee Budget Process
Description:
Solicit new members for the Finance Committee and hold regular monthly meetings.
Resources Needed: N/A
Work Start Date: 01/01/93 Work End Date: 12/31/93
Estimated Cost Breakdown:
Other Comments: N/A
1993 OPERATING PLAN
OFFICE: Finance CommitteeOFFICER: Victor James BrooksResponsibility #: 10
Responsibility Name: Document The Budget Process
Description:
Document the budget process and turn the all software over to the automation committee.
Resources Needed: N/A
Work Start Date: 01/01/93 Work End Date: 12/31/93
Estimated Cost Breakdown:
Other Comments: N/A
1993 OPERATING PLAN
OFFICE: Finance CommitteeOFFICER: Victor James BrooksResponsibility #: 11
Responsibility Name: Automate Budget Process
Description:
Completely automate the budget process via utilizing the bulletin board & other.
Resources Needed:
Committee Chairs, Bulletin Board System, Personal Computer, Communication Software & Supplies.
Work Start Date: 01/01/93 Work End Date: 12/31/93
Estimated Cost Breakdown: N/A
Other Comments: N/A
1993 OPERATING PLAN
OFFICE: Finance CommitteeOFFICER: Victor James BrooksResponsibility #: 12
Responsibility Name: Training Center Procurement
Description:
Continue to assist in the initiative of find a permanent building to house an office & training center.
Resources Needed:
Committee Chairs, Bulletin Board System, Personal Computer, Communication Software & Supplies.
Work Start Date: 01/01/93 Work End Date: 12/31/93
Estimated Cost Breakdown: N/A
Other Comments: N/A
1993 OPERATING PLAN
OFFICE: Finance CommitteeOFFICER: Victor James BrooksResponsibility #: 13
Responsibility Name: Training Center Pricing Structure
Description:
Assist in developing a cost structure for charging non-members fees for workshops & program Meetings..
Resources Needed:
Committee Chairs, Bulletin Board System, Personal Computer, Communication Software & Supplies.
Work Start Date: 01/01/93 Work End Date: 12/31/93
Estimated Cost Breakdown: N/A
Other Comments: N/A
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