MAJOR ACCOMPLISHMENTS

Italicized: true ED functions

Membership development

  • “Complimentary membership” program

Website work

  • Re-organization
  • Ongoing changes

Budgeting/Accountingclean-up

  • Collecting due bills

Strengthening relationships

  • Members
  • Partners
  • Sponsors

Conference

  • Setting fee structures
  • Calendaring ESP Sched
  • Printed program (proofing)
  • Speaker recruiting
  • Endorsement from Torlakson
  • Sponsor recruiting/caretaking
  • Exhibitor recruiting/caretaking
  • Jibing with social media
  • Registrant recruiting (multiple campaigns)
  • Special program development
  • Film series (primary)
  • CUE Thursday (primary)
  • Admin Colloquium (secondary)
  • Forum (secondary)
  • Basic functioning: registration, etc.
  • Hotel: tech, meeting rooms, accommodations, food, exhibit hall layout…

Hiring, including recruiting

  • Veray W.
  • John D.
  • Al R.
  • Unique H.

Elections

Communications: President (etc.), EC, Board

  • Meetings (agendas, materials…)
  • Motions/Votes

SSR subscriber management

Committee support

  • Membership: wording on bookmarks
  • D&SJ
  • Pubs: recruiting/hiring of Al R.
  • Gov Relations
  • Awards

Survey development/administration

Strategic plan development

Investigating organizational status

  • 501c3
  • Locals affiliation

TIME CHART: THROUGH 5/13/18

MONTH / DAY / HOURS / EMAILS / TASKS
Nov 3-Dec 12: Europe trip
November / 3 / 0.5 / 9 / Emails/Veray oversight (mostly, accounting and conference development)
4 / 3.5 / 38 / Emails/Veray oversight
5 / 0.5 / 7 / Emails/Veray oversight
6 / 0.5 / 15 / Emails/Veray oversight
7 / 1.0 / 23 / Emails/Veray oversight
8 / 0 / 1
9 / 2.0 / 27 / Emails/Veray oversight
10 / 1.0 / 22 / Emails/Veray oversight
11 / 0.5 / 8 / Emails/Veray oversight
12 / 3.5 / 26 / Emails/Veray oversight; research on liability insurance
13 / 3.5 / 43 / Emails/Veray oversight
14 / 3.5 / 41 / Emails/Veray oversight
15 / 4.0 / 54 / Emails/Veray oversight
16 / 0 / 6 / Emails/Veray oversight
17 / 0 / 0
18 / 4.0 / 48 / Emails/Veray oversight
19 / 1.5 / 22 / Emails/Veray oversight
20 / 3.5 / 28 / Emails/Veray oversight; phone conf
21 / 1.0 / 33 / Emails/Veray oversight
22 / 1.5 / 26 / Emails/Veray oversight
23 / 0 / 1
24 / 0.5 / 6 / Emails (SSR)
25 / 0 / 1
26 / 0 / 2
27 / 0 / 5
28 / 4.5 / 54 / Emails/Veray oversight
29 / 3.5 / 38 / Emails/Veray oversight
30 / 3.5 / 38 / Emails/Veray oversight
TOTAL / 47.5 / 622
December / 1 / 0.5 / 9 / Emails/Veray oversight
2 / 0.5 / 10 / Emails/Veray oversight
3 / 3.5 / 41 / Emails/Veray oversight
4 / 0.5 / 9 / Emails/Veray oversight
5 / 0.5 / 10 / Emails/Veray oversight
6 / 0.5 / 10 / Emails/Veray oversight
7 / 1.5 / 12 / Emails/Veray oversight
8 / 2.0 / 28 / Emails/Veray oversight
9 / 2.5 / 21 / Emails/Veray oversight
10 / 1.5 / 9 / Call with John D.
11 / 1.5 / 15 / Emails
12 / 1.5 / 23 / Emails; motion; conference
End of trip (64.0 hrs)
13 / 4.5 / 35 / Emails; call with Studies Weekly; outreach timeline
14 / 4.0 / 40 / Emails; Nat Geo conference call
15 / 1.0 / 21 / Emails
16 / 1.5 / 10 / Emails; bank
17 / 7.0 / 7 / Meeting with Veray
18 / 5.0 / 32 / Emails plus calls (accounting, Veray, Michelle/Greg, state librarian)
19 / 2.5 / 12 / Emails plus calls (Natalie/Veray, John D.)
20 / 9.5 / 47 / Emails/Sorting plus calls (Sched, Veray, Greg/John/Michelle)
21 / 7.5 / 52 / Emails plus Sched vetting/email blast
22 / 11.0 / 24 / Emails plus * list and calls (Veray, Greg)
23 / 1.5 / 12 / Emails
24 / 0 / 8
25 / 0 / 4
26 / 2.0 / 19 / Emails plus call re: QB (Veray)
27 / 10.0 / 53 / Emails/Sorting plus calls (Sched, EC)
28 / 7.5 / 29 / Emails/Sorting plus * list
29 / 9.0 / 30 / Emails/Sorting plus * list/Greg call (2.5h)
30 / 1.5 / 10 / Emails
31 / 8.0 / 3 / Finish Sched strands
TOTAL / 109.5 / 645
January / 1 / 1.0 / 12 / Emails
2 / 5.0 / 29 / Emails/re-set prios/calls (Veray, Natalie- Mary-Veray)
3 / 3.0 / 27 / Emails plus calls (John D., Stockton USD)
4 / 9.0 / 58 / Emails plus calls (Sched, Veray, Greg, Mary H.)
5 / 8.0 / 34 / Emails/Printing plus calls (Veray, Wild Apricot, Fred)
6 / 1.0 / 13 / Emails
7 / 5.5 / 17 / Emails/re-set prios/call Veray (2.75h)
8 / 6.5 / 30 / Emails plus * list/calls (John D, Allison Lipp, Veray (1.75h))
9 / 12.0 / 61 / Emails/* list/re-set prios/calls (Greg, Veray, Natalie-Mary-Veray)
10 / 5.0 / 37 / Emails/* list
11 / 8.5 / 30 / Emails/* list/calls (Kam Wallace, Veray, Michelle-Fred)
12 / 5.0 / 41 / Emails (incl Board)/*list/call Cricket
13 / 1.5 / 22 / Emails/post office
14 / 14.0 / 57 / Emails/Sorting plus calls (Veray, Greg (3h))
15 / 2.5 / 23 / Emails plus calls on list
16 / 8.5 / 46 / Emails/* list/lunch meeting (AIISF)/calls (Citizen Film, DBQ Project, Natalie-Mary-Veray, Veray, Michelle (2h))
17 / 2.0 / 58 / Emails
18 / 10.0 / 70 / Emails plus calls (RR, Greg, S4, John D.)
19 / 4.5 / 31 / Emails plus calls (NatGeo, Al-Veray, Veray, Houghton-M)
20 / 10.5 / 45 / Emails/re-set prios/calls (Scott P., John D.)
21 / 4.5 / 15 / Emails/re-set prios
22 / 13.0 / 55 / Emails/checks/post office/calls (Scott P.. Christine F., Denisha C., Rob V. Michelle/ BOD meeting prep ESP packet-emails
23 / 4.5 / 46 / Emails/call Veray/liab insurance forms
24 / 7.5 / 52 / Emails/liab insurance calls/motions and doc review/calls (EC (1.5h), John D. (1.75h))
25 / 14.5 / 57 / Emails/calls (Janeen Z. Michelle, John D., Pearson, Dawniell, Greg)/* list
26 / 9.5 / 60 / Emails/checks/bank/calls (Eric A., LLP)/final BOD meeting prep
27 / 7.5 / 2 / BOD meeting
28 / 6.5 / 9 / Board chart/meeting with Michelle/call with Greg (2h)
29 / 4.0 / 22 / Emails/meeting w-Michelle/call Christine F.
30 / 7.0 / 79 / Emails
31 / 8.5 / 54 / Emails plus call with T&C
TOTAL / 210.0 / 1192
February / 1 / 3.5 / 37 / Emails plus multiple calls
2 / 16.0 / 48 / Emails/print/re-set prios/calls (Veray, Strat Planning, Brittney Beck, Greg, John D.)/screencast/Sched message
3 / 7.0 / 23 / Emails/call Whitney/set up recruiting emails
4 / 10.5 / 40 / Emails (esp recruiting)/calls (Michelle, Janet M., Maureen J.)/post screencast
5 / 10.0 / 37 / Emails/* list/calls (Rebecca V., Scott P., Nancy M., GovRel Committee)
6 / 10.0 / 79 / Emails/* list/post office/calls (Natalie-Mary- Veray, Marshall-Damon)
7 / 6.5 / 62 / Emails/* list/visit teachingbooks.net/calls (Michelle, CANP)
8 / 7.5 / 58 / Emails/* list/calls (Dawniell, Bridget P., Wendy Harrington)
9 / 14.0 / 67 / Email blasts (recruiting)/* list
10 / 0 / 8
11 / 0 / 1
12 / 2.0 / 17 / Emails/* list/re-set prios
13 / 4.5 / 62 / Emails/* list/call Olivia S.
14 / 6.5 / 50 / Emails/post office/* work/calls (Veray, Greg)
15 / 10.0 / 56 / Emails/calls (Ayisha, Valerie, Emily S.)
16 / 5.0 / 53 / Emails/calls (Jennifer E, Janet M., John D.)
17 / 2.5 / 10 / * list
18 / 12.5 / 36 / Emails/* list
19 / 10.5 / 21 / Emails/Veray meeting
20 / 13.0 / 96 / Emails/* list/calls (John D., Tony P.)
21 / 6.5 / 102 / Emails/split task list
22 / 8.5 / 74 / Emails/* list/American Creed screening and meetings
23 / 3.5 / 42 / Emails/* list
24 / 3.0 / 20 / Emails/* list/call Abby
25 / 2.0 / 5 / * list
26 / 6.5 / 46 / Emails/* list/calls (Greg, liab insurance, American Creed panelists)
27 / 8.0 / 67 / Emails/* list/calls (Cricket, BACSS)/CSMP LeadLearn Conference
28 / 8.5 / 32 / CSMP LeadLearn Conference/vet printed program/EC call
TOTAL / 198.0 / 1249
March / 1 / 16.0 / 92 / Emails/bank/* list/call Nancy Adams
2 / 2.5 / 55 / Emails
3 / 10.0 / 6 / Vet printed program
4 / 6.5 / 48 / Emails/calls (Natalie, Denisha C.)/vet program
5 / 8.5 / 49 / Emails/calls (John D., Ayisha, Valerie)/vet program
6 / 16.0 / 70 / Emails/re-do prios/calls (Natalie-Mary-Veray, Veray, Whitney)/vet program/Sched
7 / 8.0 / 69 / Emails/write program entry/* list/calls (NatGeo panelists, Michelle)/Sched
8 / 14.0 / 97 / Emails/* list/post office/calls (Greg, Jennifer Morones)/Sched
9 / 5.0 / 45 / Emails/calls (Jackie-Veray,T&C, Olivia S.)/ Sched
10 / 3.0 / 59 / Emails/* list
11 / 10.0 / 90 / * list/re-do prios/calls
12 / 15.0 / 116 / Emails/numerous calls
13 / 11.5 / 80 / Emails/numerous conference calls/Sched
14 / 14.0 / 82 / Emails/* list/numerous calls
15 / 14.0 / 45 / Emails/Veray meeting/* list/long planning calls (esp Jackie)/Sched
16 / 6.5 / 85 / Emails/* list/calls/Sched
17 / 11.0 / 14 / Calls (esp Jackie)/* list/re-do prios/Sched
18 / 15.5 / 137 / Emails/calls (Greg, Dawniell)
19 / 15.5 / 98 / Emails/bank/calls (Greg, John D.)
20 / 16.5 / 29 / Emails/call T&C/bank/drive to San Diego
21 / 17.0 / 28 / Conference/Sched
22 / 20.0 / 67 / Conference
23 / 18.0 / 19 / Conference
24 / 16.0 / 24 / Conference
25 / 10.0 / 1 / Conference
26 / 10.0 / 4 / Drive home
27 / 7.5 / 17 / Conference follow-up/bank
28 / 2.5 / 14 / Emails/calls (Dawniell, Jack Brummel)
29 / 6.0 / 10 / * list/calls (Ron Nash, Jim Charkins, Natalie, Jack Brummel)
30 / 4.0 / 36 / Emails/* list
31 / 0.5 / 4 / Call Dawniell
TOTAL / 330.5 / 1590
April / 1 / 0 / 1
2 / 2.0 / 11 / * list
3 / 9.5 / 38 / Emails (esp candidates and Board)/calls (Natalie, Michelle-Fred, Natalie-Michelle-Mary-Dawniell, Michelle)
4 / 1.0 / 27 / Emails/Call Milton R.
5 / 3.5 / 23 / Emails/calls (Janet M., John D., BACSS)
6 / 0.5 / 12 / Emails
7 / 2.0 / 4 / Phone conversation with Unique H.
8 / 3.0 / 38 / Emails/call Dawniell-Rob
9 / 8.5 / 52 / Emails/checks/calls (Unique H., Cecille C., Scott P., Michelle-Les-Marshall-Fred)
10 / 8.5 / 24 / Emails/election set-up/checks/calls (Ayisha, Natalie, Natalie-Mary-Michelle-Dawniell)
11 / 1.0 / 23 / Emails/election set-up
12 / 10.0 / 32 / Emails (esp strategic planning)/election set-up
13 / 2.0 / 5 / Checks
14 / 0 / 4
15 / 8.0 / 70 / Emails/Sorting
16 / 1.5 / 14 / Strategic planning calls
17 / 1.0 / 17 / Emails
18 / 4.0 / 8 / Calls (Rashida H., Marcia S.)/accounting work with Lany S.
19 / 4.5 / 24 / Emails/* list
20 / 4.5 / 35 / Emails/survey development/accounting work
21 / 8.0 / 24 / Emails/accounting work
22 / 9.5 / 33 / Emails/survey work
23 / 5.5 / 45 / Emails/checks/accounting work
24 / 8.5 / 42 / Emails/accounting work/planning with Unique H.
25 / 2.0 / 16 / Emails/call T&C
26 / 12.5 / 41 / Emails/accounting work/retreat planning (calls, etc.)
27 / 5.0 / 31 / Emails/accounting work/candidate recruiting calls
28 / 13.0 / 1 / Retreat prep work (esp financial reports)
29 / 9.0 / 2 / Retreat
30 / 4.0 / 31 / Emails/retreat follow-up/checks
TOTAL / 152.0 / 728
May / 1 / 3.5 / 15 / Emails/checks/conference calls
2 / 2.0 / 19 / Emails/* list
3 / 5.0 / 59 / Emails/conference planning call
4 / 2.0 / 18 / Emails/checks/motion to BOD/candidate recruiting call
5 / 0 / 0
6 / 0 / 4
7 / 2.5 / 28 / Emails/checks
8 / 5.0 / 15 / Calls/bank/strategic planning prep and call
9 / 5.0 / 12 / Emails/set up special elections
10 / 9.5 / 42 / Emails/calls (on contracts, CFP, strategic planning and Conf2019)
11 / 9.0 / 30 / Emails/BOD email prep (motions and materials)
12 / 1.0 / 15 / Emails
13 / 8.5 / 1 / BOD meeting prep (documentation)
14 / 4.0 / 11 / Emails/accounting prep/calls (Janet M., Secretary of State)
15 / 4.5 / 18 / Emails (incl EC)/accounting work
16 / 7.5 / 26 / Emails/Conf2019 planning/accounting/EC conference call
17 / 7.0 / 44 / Emails (incl Board)/calls (Conf2019 planning, accounting)
18
19
Thru 5/13 / TOTAL / 76.0 / 357
GRAND TOTAL / 1123.5 / 6383