Trustees Timeline of Tasks

Trustees Annual Timeline of Tasks

 

September ·         Monitor receipt of budgets from Committees (due 10/15) – done by subgroup

·         Determine amount of Trustees contribution to the Meeting budget

October ·         Prepare draft budget for 1st reading at November Meeting for Business (subgroup)

·         Review draft budget

·         Advertising for Davis Quaker Program Fund for adult education –  pre Women’s Retreat registration date

November ·         Present draft budget for 1st reading at November Meeting for Business

·         Prepare budget for 2nd reading using feedback from November Meeting for Business.

·         Review Trustee Education Scholarship application and process

December ·         Present budget for 2nd reading.

·         Begin advertising Nicholson Fund camp scholarships (registration for returning campers begins 1/15; for new campers 2/1; NB:  Deposit + $250 = $300 due at registration)

·         Begin advertising both Homewood and Miles While educational scholarships

January ·         First draft of Trustee Committee annual report to Meeting

·         Advertising for Davis Quaker Program Fund for adult education –  pre FGC registration date

·         Review performance evaluation for investment funds

February ·         Nicholson Camp Fund applications due (15th)

·         Review Nicholson Camp Fund applications and make awards

·         Review and complete Trustees Annual Report

March ·         Trustee Committee annual report due (1st Sunday)

·         Trustee Educational Scholarship applications due (15th)

·         Review and award Trustees Educational Scholarships

April ·         Advertising for Davis Quaker Program Fund for adult education –  pre BYM registration date

·         Review Guide One Insurance –  renewal June 1st

May ·         Review of building rental agreement for possible changes
June / July ·         Youth Policy Committee – annual review of policy and implementation
August ·         Request to committees for budget for the coming year (due 10/15)