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
| 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 |
||||
| 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. |
Course Expenses (Lorenzo) 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 |
|||
Contract CoursesHost manages registrations/ CEUs/course certificates, evaluations, etc. |
Prepare Contract for KRF Signature Invoice Retainer Invoice Honorarium Invoice Course Expenses Reimburse Instructor Travel Expense |
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 | ||||