Transcript Slide 1

District Coordinator Guide
Regional Meetings Nashville 2010
Gwen Williams, Chair, NLDC
1
Draft Document
 Authored by 3 State Coordinators
 Art Welch of Virginia
 Bill Fritschen of Kansas
 Dick Cramer of Georgia
Regional Meetings Nashville 2010
Gwen Williams, Chair, NLDC
2
Reviewers




Three Oregon DCs
Two California DCs
One California RC
One DC each from Louisiana, Florida,
Mississippi, Minnesota, and Iowa
Regional Meetings Nashville 2010
Gwen Williams, Chair, NLDC
3
Content




The District Coordinator
The District Management Team
Tasks and Responsibilities
Appendix
Regional Meetings Nashville 2010
Gwen Williams, Chair, NLDC
4
The District Coordinator
 Description of traits
 Overview of position
Regional Meetings Nashville 2010
Gwen Williams, Chair, NLDC
5
The District Management Team






DC
AC
TC
TrC
CC
Meetings
Regional Meetings Nashville 2010
Gwen Williams, Chair, NLDC
6
Tasks and Responsibilities







Site Management
Volunteer Management
Meetings
Ordering
Training
Procedures
Potpourri
Regional Meetings Nashville 2010
Gwen Williams, Chair, NLDC
7
Appendix





Sample Tax-Aide District Plan
LC Meeting Format and Content
DC and DMT Calendar
Prospective Volunteer Referrals
Glossary of Acronyms
Regional Meetings Nashville 2010
Gwen Williams, Chair, NLDC
8
Sample Tax-Aide District Plan
 Extension of State Plan
 Includes Goals, Objectives, and
Strategies
Regional Meetings Nashville 2010
Gwen Williams, Chair, NLDC
9
LC Meeting Format and Content
 Suggests Topics
 Covers Administrative Issues
Regional Meetings Nashville 2010
Gwen Williams, Chair, NLDC
10
DC and DMT Calendar
 Adapted from Oregon DC Calendar
 Adaptable for any State
 Fill in the Blanks
Regional Meetings Nashville 2010
Gwen Williams, Chair, NLDC
11
Prospective Volunteer Referrals
 Content written by RC
 One page roadmap
Regional Meetings Nashville 2010
Gwen Williams, Chair, NLDC
12
Glossary
 Acronyms now consistent in all manuals
Regional Meetings Nashville 2010
Gwen Williams, Chair, NLDC
13
Comments
Regional Meetings Nashville 2010
Gwen Williams, Chair, NLDC
14
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
Regional Meetings Nashville 2010
Gwen Williams, Chair, NLDC
15
Introduction and Overview
of new DC Guide
 Power point presentation
 Small group activity
 Complete DC Calendar as a group
Regional Meetings Nashville 2010
Gwen Williams, Chair, NLDC
16
Expense Statements
 Mock electronic expense statement
Regional Meetings Nashville 2010
Gwen Williams, Chair, NLDC
17
Volunteer Recruitment System
 Access info on Extranet
 Decide how state will handle referrals
 Refer to DC Guide Appendix on
Volunteer Referrals
Regional Meetings Nashville 2010
Gwen Williams, Chair, NLDC
18
Site Management System
 Access from Extranet
 Live Demo of what/how to input site
information
Regional Meetings Nashville 2010
Gwen Williams, Chair, NLDC
19
Activity Reporting
 New process and options
 Decide which option state/district/site
will choose
Regional Meetings Nashville 2010
Gwen Williams, Chair, NLDC
20
Comments?
Regional Meetings Nashville 2010
Gwen Williams, Chair, NLDC
21