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How Do I Maintain My Group's Records

  • Use a single 3-ring binder, broken into sections. Some sections could include:
    • Calendar
    • Program plans
    • List of important phone numbers
    • Log of paperwork turned in
    • Monthly cash book pages and encumbrance reports
    • Treasurer's copies of paperwork
  • Reconcile and/or review Account Statements on a monthly basis (at least).
  • Follow up with your programmer and SABO when you have questions.
  • Plan activities far enough in advance to avoid a rush.
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BU | SAO | August 4, 2008