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).        

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 for BSM Staff (everyone)
  3. Financial Report (Directors only, email to
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 Statements 
If you are responsible for checking, savings, and/or investment accounts, you are required to send a Transaction Report & Bank Statement for EACH account every month.  They are due on the first day of the month with all transactions for the previous month.  
  1. The Transaction Report MUST be in Excel spreadsheet format and should include the beginning balance, income & expenses from the account, and an ending balance. *
  2. The Bank Statement can be either Excel spreadsheet or PDF format.
  3. Please name your files as follows:
    YYYY-MM Campus BSM Checking Transaction Report
    YYYY-MM Campus BSM Checking Bank Statement 
    YYYY-MM Campus BSM Savings Transaction Report
    YYYY-MM Campus BSM Savings Bank Statement 
  4. They should be emailed as attachments to and also shared with members of your local committee or advisory board. 

*If you are having trouble getting Quicken to save any of these file types, see the "How to" videos on the Financial page.

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

© Texas Baptist Student Ministry   |   |   214-828-5250  |  Updated 01/18/2019