Resource Development 6 Month Strategic Plan - Revision history

Marcin: /* Controls */

2012-09-11T16:37:18Z

Controls

← Older revision		Revision as of 16:37, 11 September 2012
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	*Quarterly budget		*Quarterly budget
	*Annual budget		*Annual budget
			*Annual Accrual Accounting - profit & loss, balance
	*Requisition process		*Requisition process
	*Receipts/invoices		*Receipts/invoices

2012-09-11T16:34:26Z

Controls

2012-09-11T16:32:43Z

Controls

2012-09-11T16:31:19Z

Controls

← Older revision		Revision as of 16:31, 11 September 2012
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	*Audit		*Audit
	*Review from Finance Oversight Committee		*Review from Finance Oversight Committee
			*Monthly budget allocation
			**Capped debit cards

	===Audit===		===Audit===

2012-09-11T16:30:05Z

Finances

← Older revision		Revision as of 16:30, 11 September 2012
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	:*Review Form 990 with Board of Directors.		:*Review Form 990 with Board of Directors.
	:*File IRS Form 990 - 5/15/2013		:*File IRS Form 990 - 5/15/2013

			===Controls===
			*Monthly TF report
			*Quarterly budget
			*Annual budget
			*Requisition process
			*Receipts/invoices
			*Audit
			*Review from Finance Oversight Committee

	===Audit===		===Audit===

2012-09-11T16:21:33Z

Finances

← Older revision		Revision as of 16:21, 11 September 2012
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	==Finances==		==Finances==
	===General Steps=== - Initial Thought - get SupporTED strategy, define what we have now - [[Accounting System Status]]		===General Steps===
			- Initial Thought - get SupporTED strategy, define what we have now - [[Accounting System Status]]
	:*Track all expenditures in a spreadsheet (Parker) & scan receipts & link to them in the spreadsheet		:*Track all expenditures in a spreadsheet (Parker) & scan receipts & link to them in the spreadsheet
	:*Create accounting strategy with Ynternet's accountant (Dominique Schuwey) - 09/2012		:*Create accounting strategy with Ynternet's accountant (Dominique Schuwey) - 09/2012
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	:*Establish OSE Accounting System 2.0 - 10/15/2012		:*Establish OSE Accounting System 2.0 - 10/15/2012
	:*Use OSE Accounting System 2.0 for 3 months before hiring an accountant.		:*Use OSE Accounting System 2.0 for 3 months before hiring an accountant.
			:*Review Form 990 with Board of Directors.
	:*File IRS Form 990 - 5/15/2013		:*File IRS Form 990 - 5/15/2013

2012-09-11T16:19:55Z

Phase 2 - Organizational Stabilization

← Older revision		Revision as of 16:19, 11 September 2012
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	For Million Dollar Scale funding, what is the absolute minimum requirement of the organizational management infrastructure (board, committees, accounting, transparency) for us to be well-positioned to receive funding? '''Marcin takes this question to Ruth Ann, Helen, Scott Blessing, Donna Karlin, Kathryn Handin, Gerard Cox, Marissa, Suzi, and Ken Kessler, Sunny, and Michael, Dan McCormick.'''		For Million Dollar Scale funding, what is the absolute minimum requirement of the organizational management infrastructure (board, committees, accounting, transparency) for us to be well-positioned to receive funding? '''Marcin takes this question to Ruth Ann, Helen, Scott Blessing, Donna Karlin, Kathryn Handin, Gerard Cox, Marissa, Suzi, and Ken Kessler, Sunny, and Michael, Dan McCormick.'''

			'''[http://www.charitynavigator.org/index.cfm?bay=search.summary&orgid=11212 Industry Standards: Charity Navigator - Wikimedia Foundation Report]'''

	==Management==		==Management==

2012-09-11T16:09:09Z

Finances

← Older revision		Revision as of 16:09, 11 September 2012
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	==Finances==		==Finances==
	===General Steps=== - Initial Thought - get SupporTED strategy, define what we have now - [[Accounting System Status]] -		===General Steps=== - Initial Thought - get SupporTED strategy, define what we have now - [[Accounting System Status]]
	:*Track all expenditures in a spreadsheet (Parker) & scan receipts & link to them in the spreadsheet		:*Track all expenditures in a spreadsheet (Parker) & scan receipts & link to them in the spreadsheet
	:*Create accounting strategy with Ynternet's accountant (Dominique Schuwey) - 09/2012		:*Create accounting strategy with Ynternet's accountant (Dominique Schuwey) - 09/2012

2012-09-11T15:43:03Z

General Steps

← Older revision		Revision as of 15:43, 11 September 2012
Line 97:		Line 97:

	==Finances==		==Finances==
	===General Steps===		===General Steps=== - Initial Thought - get SupporTED strategy, define what we have now - [[Accounting System Status]] -
	:*Track all expenditures in a spreadsheet (Parker) & scan receipts & link to them in the spreadsheet		:*Track all expenditures in a spreadsheet (Parker) & scan receipts & link to them in the spreadsheet
	:*Create accounting strategy with Ynternet's accountant (Dominique Schuwey) - 09/2012		:*Create accounting strategy with Ynternet's accountant (Dominique Schuwey) - 09/2012

2012-09-11T15:41:18Z

Phase 2 - Organizational Stabilization

← Older revision		Revision as of 15:41, 11 September 2012
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	This would allow us to reach a milestone of developing and documenting 4 prototypes per month by mind 2013.		This would allow us to reach a milestone of developing and documenting 4 prototypes per month by mind 2013.

	For Million Dollar Scale funding, what is the absolute minimum requirement of the organizational management infrastructure (board, committees, accounting, transparency) for us to be well-positioned to receive funding?		For Million Dollar Scale funding, what is the absolute minimum requirement of the organizational management infrastructure (board, committees, accounting, transparency) for us to be well-positioned to receive funding? '''Marcin takes this question to Ruth Ann, Helen, Scott Blessing, Donna Karlin, Kathryn Handin, Gerard Cox, Marissa, Suzi, and Ken Kessler, Sunny, and Michael, Dan McCormick.'''

	==Management==		==Management==