1 regional meetings nashville 2010 gwen williams, chair, nldc district coordinator guide

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1 Regional Meetings Nashville 2010 Gwen Williams, Chair, NLDC District Coordinator Guide

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Page 1: 1 Regional Meetings Nashville 2010 Gwen Williams, Chair, NLDC District Coordinator Guide

1Regional Meetings Nashville 2010Gwen Williams, Chair, NLDC

District Coordinator Guide

Page 2: 1 Regional Meetings Nashville 2010 Gwen Williams, Chair, NLDC District Coordinator Guide

2Regional Meetings Nashville 2010

Gwen Williams, Chair, NLDC

Draft Document

Authored by 3 State Coordinators Art Welch of Virginia Bill Fritschen of Kansas Dick Cramer of Georgia

Page 3: 1 Regional Meetings Nashville 2010 Gwen Williams, Chair, NLDC District Coordinator Guide

3Regional Meetings Nashville 2010

Gwen Williams, Chair, NLDC

Reviewers

Three Oregon DCs Two California DCs One California RC One DC each from Louisiana, Florida,

Mississippi, Minnesota, and Iowa

Page 4: 1 Regional Meetings Nashville 2010 Gwen Williams, Chair, NLDC District Coordinator Guide

4Regional Meetings Nashville 2010

Gwen Williams, Chair, NLDC

Content

The District Coordinator The District Management Team Tasks and Responsibilities Appendix

Page 5: 1 Regional Meetings Nashville 2010 Gwen Williams, Chair, NLDC District Coordinator Guide

5Regional Meetings Nashville 2010

Gwen Williams, Chair, NLDC

The District Coordinator

Description of traits Overview of position

Page 6: 1 Regional Meetings Nashville 2010 Gwen Williams, Chair, NLDC District Coordinator Guide

6Regional Meetings Nashville 2010

Gwen Williams, Chair, NLDC

The District Management Team

DC AC TC TrC CC Meetings

Page 7: 1 Regional Meetings Nashville 2010 Gwen Williams, Chair, NLDC District Coordinator Guide

7Regional Meetings Nashville 2010

Gwen Williams, Chair, NLDC

Tasks and Responsibilities

Site Management Volunteer Management Meetings Ordering Training Procedures Potpourri

Page 8: 1 Regional Meetings Nashville 2010 Gwen Williams, Chair, NLDC District Coordinator Guide

8Regional Meetings Nashville 2010

Gwen Williams, Chair, NLDC

Appendix

Sample Tax-Aide District Plan LC Meeting Format and Content DC and DMT Calendar Prospective Volunteer Referrals Glossary of Acronyms

Page 9: 1 Regional Meetings Nashville 2010 Gwen Williams, Chair, NLDC District Coordinator Guide

9Regional Meetings Nashville 2010

Gwen Williams, Chair, NLDC

Sample Tax-Aide District Plan

Extension of State Plan Includes Goals, Objectives, and

Strategies

Page 10: 1 Regional Meetings Nashville 2010 Gwen Williams, Chair, NLDC District Coordinator Guide

10Regional Meetings Nashville 2010

Gwen Williams, Chair, NLDC

LC Meeting Format and Content

Suggests Topics Covers Administrative Issues

Page 11: 1 Regional Meetings Nashville 2010 Gwen Williams, Chair, NLDC District Coordinator Guide

11Regional Meetings Nashville 2010

Gwen Williams, Chair, NLDC

DC and DMT Calendar

Adapted from Oregon DC Calendar Adaptable for any State Fill in the Blanks

Page 12: 1 Regional Meetings Nashville 2010 Gwen Williams, Chair, NLDC District Coordinator Guide

12Regional Meetings Nashville 2010

Gwen Williams, Chair, NLDC

Prospective Volunteer Referrals

Content written by RC One page roadmap

Page 13: 1 Regional Meetings Nashville 2010 Gwen Williams, Chair, NLDC District Coordinator Guide

13Regional Meetings Nashville 2010

Gwen Williams, Chair, NLDC

Glossary

Acronyms now consistent in all manuals

Page 14: 1 Regional Meetings Nashville 2010 Gwen Williams, Chair, NLDC District Coordinator Guide

14Regional Meetings Nashville 2010

Gwen Williams, Chair, NLDC

Comments

Page 15: 1 Regional Meetings Nashville 2010 Gwen Williams, Chair, NLDC District Coordinator Guide

15Regional Meetings Nashville 2010

Gwen Williams, Chair, NLDC

Sample DC Training Agenda

Introduction and overview of new DC Guide

Review Expense Statements Review Volunteer Recruitment

System Review Site Management System Review Activity Reporting

Page 16: 1 Regional Meetings Nashville 2010 Gwen Williams, Chair, NLDC District Coordinator Guide

16Regional Meetings Nashville 2010

Gwen Williams, Chair, NLDC

Introduction and Overview of new DC Guide

Power point presentation Small group activity Complete DC Calendar as a group

Page 17: 1 Regional Meetings Nashville 2010 Gwen Williams, Chair, NLDC District Coordinator Guide

17Regional Meetings Nashville 2010

Gwen Williams, Chair, NLDC

Expense Statements

Mock electronic expense statement

Page 18: 1 Regional Meetings Nashville 2010 Gwen Williams, Chair, NLDC District Coordinator Guide

18Regional Meetings Nashville 2010

Gwen Williams, Chair, NLDC

Volunteer Recruitment System

Access info on Extranet Decide how state will handle referrals Refer to DC Guide Appendix on

Volunteer Referrals

Page 19: 1 Regional Meetings Nashville 2010 Gwen Williams, Chair, NLDC District Coordinator Guide

19Regional Meetings Nashville 2010

Gwen Williams, Chair, NLDC

Site Management System

Access from Extranet Live Demo of what/how to input site

information

Page 20: 1 Regional Meetings Nashville 2010 Gwen Williams, Chair, NLDC District Coordinator Guide

20Regional Meetings Nashville 2010

Gwen Williams, Chair, NLDC

Activity Reporting

New process and options Decide which option state/district/site

will choose

Page 21: 1 Regional Meetings Nashville 2010 Gwen Williams, Chair, NLDC District Coordinator Guide

21Regional Meetings Nashville 2010

Gwen Williams, Chair, NLDC

Comments?