Annual schedule
Our finances are done on a calendar year (January to December) but our work year goes from June to June.
Quarterly meetings (right now down to three a year)
- planning (Sept)
- budget (Nov/Dec)
- checking in (March)
- handover (summer)
Reports
Quarterly reports
- not as many for branches and twigs (we’ve reduced them)
- what we are doing differently now (tying plans to the strategic plan: not so much for the branches and twigs but you can if you want, like Ottawa-Gatineau)
- what to put in them: use the template the secretary sends
- what to bring forward to the NEC: anything your directors are unable to solve
- everyone on the NEC and on the branch and twig list can see your reports, so be careful how you word things in reports if you are unhappy with someone, or someone has to step down
Annual report
- covers the calendar year (not the working year)
- branches and twigs don’t have to write anything: the directors do that now