I sent J the documents for printing cards but I believe I am still responsible for printing cards until I train a replacement. I think J has been picking forms up from the Co-op and entering them in the db. this is not the best system, pls see my notes below.

Goal of full digital signup.

1st & 15th

Tasks of Membership Team:

Please respond to the Currently handled by & Will be handled by designations. Do these sounds good? Do we want to change them?

Membership Cards, Stickers

Collect completed membership forms from co-op and enter into database.

• Currently handled by:Janice
• Will be handled by: Janice
• Notes:Tuesday, Wednesda, Thursday.

Compile list of renewed members who need stickers.

• Currently handled by: Giulia
• Will be handled by: Giulia
• Notes: Better system needed! If J is entering renewals in the database, even if I search by dues last paid I still may not see if there are new renewals because they will be entered in the db by the date they were supposed to renew their dues, not necessarily when they actually did. For example Bob's dues expired in Sep but he renewed in Nov. That means the database will say dues last paid in Sep. Given our current system I think there needs to be direct communication b/w the person entering forms in db and the person printing stickers/cards.
  *** let's go with pragmatic updating of last paid as actual date***

Compile list of new members who need cards and merge with card template.

• Currently handled by: Giulia
• Will be handled by: Christine?
• Notes: I think there should be a better system in place than just checking the database regularly. Perhaps an email from the person entering forms that new members have been added to the database? Maybe irrelevant if trainers are adding new members.
• ADD CARD to comments field, to help in sorting who has been given a card.

Print cards.

• Currently handled by: Giulia
• Will be handled by: Christine?
• Notes:

Laminate Cards & leave in box for pick-up at store. Email people who have cards waiting for them.

• Currently handled by: G
• Will be handled by: C.K.?
• Notes:

Print stickers & leave in box for pick-up at store. Email people who have stickers waiting for them.

• Currently handled by: G
• Will be handled by: G?
• Notes:

Communicating with New Members

Email Welcome email to new working members.

• Currently handled by: Cass
• Will be handled by: Cass
• Notes:

Email Welcome email to new non-working members.

• Currently handled by: J
• Will be handled by: J
• Notes:

Email new members invite to join lists.

• Currently handled by: J
• Will be handled by: J
• Notes:

Scheduling, Non-Trad Coordination and Shift Attendance Tracking

Schedule members.

• Currently handled by: Cass
• Will be handled by: Cass?
• Notes:

Non-trad shift coordination & updating database.

• Currently handled by: Lippe
• Will be handled by: Lippe?
• Notes:

Track working members' shift attendance. Follow-up for missed shifts.

• Currently handled by: ????
• Will be handled by: ?????
• Notes:

Dues Tracking

Contact members when dues are past due. Follow-up.

• Currently handled by: G
• Will be handled by: G?
• Notes:

Check receipt books to find records of dues payment. Update the database accordingly & inform whoever prints cards/stickers.

• Currently handled by: S?
• Will be handled by: S
• Notes:

Note from Cass email

J:
(just came back last week and this is what she's doing)
-picking up forms on a weekly basis
-entering info into db (mostly non-working since trainers enter working member info)
-make the form for new member cards and e-mail it to the person who will print/laminate them
-send welcome e-mail to non-working members
-send e-mail invitation to listserv to all members

G:
-(soon to be) making monthly membership report
-e-mailing dues reminders twice a month (is supposed to start doing this regularly)

Cass:
-scheduling
-welcome e-mail to working members
-following up w/ everyone else and reminding folks to stay on-task

G was making membership cards but we were trying to find someone else to take that over. It was going to be S but now it may be K.R.