| Historical Perspective |
1. Documents |
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2. Policies and Procedures |
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3. Job Descriptions |
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4. Prior Organization Commitments |
| Year-End Review |
Review past year's successes and ideas for the future regarding: |
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1. Goals |
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2. Projects |
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3. Activities |
| Resources |
Basically how to get things done. |
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1. Contacts |
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2. Suppliers |
| Finances |
1. Account Statements |
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2. Transfer Accounting Records |
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3. Transfer Signatures |
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4. Project future expense and revenue |
| Roles and Relationships |
1. How group worked together |
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2. How group worked with those outside itself |
| Skill Building |
1. Leadership |
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2. Meeting Management |
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3. Time Management |