Worker Guide‎ > ‎08 Management‎ > ‎

Monthly Update


There are two reasons we ask you to complete a Monthly Update: 1) We care about you and want to know how you're doing and 2) Accountability. You to us and us to the rest of the Convention. One way we do this is not only through numbers but also through stories. Please answer thoroughly (use proper grammar, capitalization, and punctuation) and know you are talking to a broader audience than just your Supervisor (unless noted in that question).


www.surveymonkey.com/r/monthlyupdate2016-2017        http://www.surveymonkey.com/s/contacts2015-2016        


Due Date
Your Monthly Update is due the last business day of the month.

The Process
Here are the Monthly Update Questions you'll be asked each month, and here are the Contact Report Questions you'll be asked each month.
  1. Ministry Report (everyone)
  2. Contact Report (everyone)
  3. Financial Report (Directors only, email it to your Supervisor)
Logging Contacts
Here's a suggestion to help you log your contacts: open the Contact Report on your phone and save it as a bookmark so if you're out and about and want to enter the info after you leave a meeting, just open your phone, click that button and there's the contact report. (We tested this on the iPhone, so if it works differently on Android let us know.)

Financial Statemets 
 
If you are responsible for checking, savings, and/or investment accounts, you are required to send a financial statement for each account each month. These reports should be in PDF format and emailed as an attachment to your supervisor. These reports should also be shared with members of your local committee or advisory board. It should include the beginning balance, income and expenses from the account, and an ending balance. The budget account should also indicate how the spending compares to the amount budgeted.  Designated account reports need to show the beginning balance for each designation, income for each, expenses for each, and the ending balance for each designation.

Related Information 
Not finding what you are looking for? Try the Annual Report page



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