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