Admin - for internal use only

 

Eric - please create section anchors and whatever else is necessary to make this page as user friendly as possible.  I cannot figure out how to create section anchors, and I fear this page will become unweildy under my current format.  Thanks.  KRF

Eric and Lorenzo - to be more organized here, let's put drafts into a separate section, same like we will put inactive forms in a separate section.  That way we will always be current.  Please look at the items under your name and move out any that are not in final status.  Make comments in the drafts section under your name for the steps you may take (this is optional).  You will see where I made a note when I reviewed the Adjunct Faculty Agreement - we can post status as well.

These are my ideas.  Yours???

Current

General Information (policies and procedures)

Training

Invited Workshops

Legal Cases/Forensics

Drafts

Inactive

 

Current

General Finance (Lorenzo) Admin (Eric) Kathy Other
Finance

Weekly

Bank deposits - checks

Monthly

Bank deposit - PayPal

Accounts Receivable

Quickbooks Data Entry

Payroll taxes

Quarterly

Send QB file to Kathy Figley for review

 

Weekly
   
Travel Expense and Reimbursement

Travel Expense Reimbursement

Travel Expenses - Master

   

Website

Provide Eric with Contract data

Weekly

Update website e.g.,

Post contract overview to Invited Workshops

 
 
   

Course Delivery

Finance (Lorenzo)

Admin (Eric)

Kathy

 

We manage registrations/ CEUs/course certificates, evaluations, etc.

Accredited Site Course Checklist

Travel Expense Reimbursement

Course Expenses (Lorenzo)

Adjunct Faculty Agreement

updated by KRF 4/5/07

Sign In Sheet example from October courses - we need one form for each course

Certificate of Course Completion

Evaluation Form example from October courses - we need one form for each course offered

Participant/Certification Transmittal

Course Confirmation Letter - template

Course agenda

Set course schedule

Recruit Instructors

Coordinate venue

Course Confirmation Letter - template

Course agenda

 

Tampa Courses

 

2007 Tampa Course Registration Form

Tampa Flyer
 

Michael Rank secure venue

     

Tallahassee Courses

  2007 Tallahassee Course Registration Form    
       

 

   

 

   

 

     

New Survey Monkey Registration Form - Click here to REGISTER

     
Course Registration form- created by Lorenzo

Office Manager Duties (Eric)

Contract & Finance Manager Duties (Lorenzo)

     

Course Registration form - flyer

     

Course Inquiries

 

Phone

E-Mail

   

Contract Courses

Host manages registrations/ CEUs/course certificates, evaluations, etc.

Prepare Contract for KRF Signature

Invoice Retainer

Invoice Honorarium

Invoice Course Expenses

Reimburse Instructor Travel Expense

Contract Tracking - 2007

Contract Course Checklist

Martin County Flyer

St Lucie County Flyer

Indian River County Flyer

Negotiate Contract  

ADAPP - CFE & CFT

After certifications are distributed, note when these items are completed.

Go to survey monkey and download certification applications

Verify payment received ($25) for each certification

Update status worksheet

Coordinate with Eric

Track for completion of certification requirements

Post status worksheet

Coordinate with Lorenzo

Create Self-Care Plan and distribute to course participants- Completed

Grade Self-Care Plan

Pending

 
George Fox FT

After certifications are distributed, note when these items are completed.

Go to survey monkey and download certification applications

Verify payment received ($25)

Update status worksheet

Coordinate with Eric

Track for completion of certification requirements

Post status worksheet

Coordinate with Lorenzo

Create Open Book Exam and Distribute to course participants

Completed

Grade Open Book Exam

Pending

Update status worksheet

 

Fr. Steve Letourneau Ethics Lecture Series- CFE

After certifications are distributed, note when these items are completed.

Go to survey monkey and download certification applications

Verify payment received ($25)

Update status worksheet

Coordinate with Eric

Track for completion of certification requirements

Post status worksheet

Coordinate with Lorenzo

Create Self-Care Plan and distribute to course participants

Completed

Grade Self-Care Plan

Pending

Update status worksheet

 
         

Legal Cases

Finance (Lorenzo)

Admin (Eric)

Charles
Assistant

 

Letter of Engagement

Invoice Retainer

Time Billing - submitted by forensic evaluator and assistant

Invoice Evaluator Fees

Invoice Evaluator Expenses

Receipts from Charles

Prepare travel reimbursement form

   

Marketing

Finance (Lorenzo)

Admin (Eric)

   
Goals:        

Contract Presentations

       
Web-Based Training        
Marketing and Sales        
         
         

 

Drafts

         
         
         
         
         

 

Inactive