DTE - FCM - Roles - Welcome and Follow-Up
So in which role would you like to help?
We have many to choose from but, if you don’t like any of them, make up one of your own. As long as it’s not hierarchical most won’t even notice - other than see that things seem to get smoother and easier - and that’s when we smile and “Ommm, All is good in the FinCom world, Omm”
You can pick one, some,and change them around. Roles around some tasks will evolve and they will become clear through requested shared roles, more people doing one role really helps spread the load and lessens the possibility of only one person decides.
So why not encourage other members to help you with your role and, over time, maybe many members can. just by doing a little bit, get a better understanding of how FinCom is administered.
External
The Auditor
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Daniel - AX3
The BookKeeper
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Kristi - Big Little Numbers
Receipts upload
Overview
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Now each file name tells you what's contained within,
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at some point of the process the name tells you it's a match - so much easier
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Helps remove duplication of files
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- when End of month activity notifications
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Manual reporting - could be better ways
Internal
211 SJ - GDoc
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DTE FCM Role 204 User Support - GDoc
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DTE FCM Role 212 Receipts Loading - GDoc
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DTE FCM Role Handling Receipts (Process) - GDoc
DTE FCM Role 221 Hello/FollowUp - GDoc
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DTE FCM Role 222 Budgeter Estimator - GDoc
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Spreadsheet - GSheet
DTE FCM Role 223 Paying FinCom's Bills - GDoc
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DTE FCM Role 224 Eyes Over - GDoc
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DTE FCM Role 225 Disbursements - GDoc
Each application for funding requires an understanding around the distribution of the funds.
Is the arrangement direct into an existing account nor a new account
This year more complicated because AGM required change of signatures for directors
Another area
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Project Budget Applicant can be different to
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Cardholder Account who may not be the applicant
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An agreement or role required here - suggest it mimics Auspicing
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Develop knowledge around Auspicing so it can be leverage in other community and culture activity
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How do we define this role and the responsibilities attached to it
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Where is it recognised on the form
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Where is the separate and clear understanding with the roleplayer is there
Its definitely the Second Kettle Approach
There always be those who will want to hold onto keeping the kettle where it is, no probs, isolate and create second kettle direct all new applicants to improved Second Kettle location complete with Lemon limes and bitters and over time some first kettlers growth the change, some are rusted on, it takes time, hey maybe the new idea sucks and we all go back to first kettle.
When the money is handed out is one of the best times to inject good process, set expectations, be apart of the process, Fincoms here to help provide a number of data feedback points for the cardholder, the receiver of the disbursement
One learning from fincom’s first year is if we can help everyone learn a similar system and have GSheets and DBoxes administered by Fincom and by
Sometimes no Account, just want reimbursement
Feeds into
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Chasing up receipts
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Consequence
Current Process
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Fincom waits for folder to be formed in Sharepoint
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Leaves Arrives
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Supporting documentation
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Disbursements are done each night at 11pm
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Minutes of meeting
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Copy of application Form
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Transaction entered into Bendigo
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Email sent to directors disbursements GSheet
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Deadline to object otherwise Bendigo Entered
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Email sent to directors re bank deposits
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Without Supporting documentation
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Nothing happens
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It contains approved apps of the meeting
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A spreadsheet pointing out where the money
DTE FCM Role 226 Supplier Wrangler - GDoc
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DTE FCM Role 227 Auspicing - GDoc
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DTE FCM Role 228 Asset Manager (FinCom perspective) - GDoc
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DTE FCM Role 229 Maintain Bank Accounts Cards - GDoc
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DTE FCM Role 230 User Beta Group - GDoc
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201 RoleName - GDoc
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201 RoleName - GDoc
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201 RoleName - GDoc
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201 RoleName - GDoc
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201 RoleName - GDoc
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