End of the Year
Checklist for
Chapter Leaders
As your chapter
prepares to “close the books” on 2006 activities, please review this checklist
to ensure that all the essential tasks are completed by the end of the year.
o
Tell your
new chapter leaders that they are encouraged to participate in one of the three
New Chapter Leader Orientation teleconferences and one of the Chapter Leader
Training workshops. Check the Calendar on this web site for dates, times and
places.
o
Register new
chapter leaders online as soon as possible so that they will receive important
communications. December 31 is the final date to make the entries and still be
eligible for the first installment of 2007 chapter operating funds.
o
Contact a
member of the LCS Team, at least by November 15, if you do not have enough
requests to use the 2006 Care Abounds in Communities allocation.
o
Contact a
member of the LCS Team, at least by November 15, if you do not have enough funds
remaining to fulfill the needs of all 2006 Care Abounds in Communities requests.
o
Check to be
sure that all your congregations are using all of their Care in Congregations
allocations. Follow-up in October with those that have not. Encourage them to
use the funds and complete the reporting before December 31.
o
Complete
every 2006 Care Abounds in Communities activity online well before December 31.
Please don’t wait until the last minute because we all know that’s when ice
storms, computer “crashes,” and the flu tend to strike!
o
Check to be
sure that all meeting minutes are posted online.
o
Enter all
locally supported activities (meetings, activities where no funds supplemented,
training sessions, etc.)
Set 2007 chapter meeting dates.
o
Send a
newsletter to all Thrivent Financial for Lutherans members in the chapter to
announce election results and 2007 meeting dates and other pertinent
information.
o
Review roles
and procedures with a new chapter leader, if you will be moving out of your
current position.
o
Mark your
calendar with the Chapter Leader Training session that you plan to attend, if
you will be serving as a Chapter Leader in 2007. Dates and places are Calendar
on this web site.
o
Update all
chapter leader email addresses and all congregational coordinator email
addresses online, as necessary, to ensure consistent communications.
Beginning of
the Year
Checklist for
Chapter Leaders
To start the new
year off in an organized fashion, please review the following checklist and
implement all the tips as early in 2007 as possible.
o
Make plans to
attend a chapter leader training session. Dates and locations are listed on the
Calendar page of this web site.
o
Install all
chapter leaders. An excellent script for this purpose can be found in CHIP (CHapter
Information Place) on www.thrivent.com.
o
Set a goal to
leverage the annual allocation at least 3 to 1 overall!
o
Adopt a
flexible budget for operating funds.
o
Approve all
congregational coordinators in the first meeting of the year.
o
Plan to
approve new members at each meeting.
o
Appoint or
reappoint all chapter leader advisory positions, including at least one
Financial Associate Advisor and enter them online.
o
Appoint an
audit committee.
o
Set Chapter
Leadership Board meetings for the year.
o
Inform all
Thrivent Financial for Lutherans members of the meeting schedule via a chapter
newsletter and the chapter's web site on LutheransOnline.
o
Post the
meeting dates on the chapter's web site.
o
Start planning
for Join Hands Day 2007.
o
Plan a
schedule for newsletters to all members and to congregational coordinators. Plan
a schedule for post card mailings to members.
o
Start making
plans to recognize the efforts of volunteers, including service team members,
congregational coordinators, and, yes, chapter leaders. Operating funds may be
used for this purpose.
o
Update the
chapter's web site on LutheransOnline with names and email addresses of
chapter leaders, calendar events, and other important information.