New Organizations: Secretary Onboarding Process

Secretary Onboarding Process:

1. Call your parent group and get your member number if you don't have it.
2. Create your groupable|m2 account 
3. Attend a groupable secretary training (2022 Live Groupable Training Schedule)
4. Watch any How-To videos and/or attend AMAs, ask questions to complete the following:
5. Check your member list for accuracy
   1. add any deceased events
   2. add any new members as "add contact". (they'll then be listed in your "Others" where you can add their initiated dates to their timeline)
   3. correct dates on member timelines
   4. add any missing events to member timelines
6. Send an email to everyone that you're using a new system to manage members, dues, email blasts, etc
7. Attend a groupable secretary Finances training (2022 Live Groupable Training Schedule)
8. Set up budget
9. Record all payments received back to beginning of current fiscal period/year
10. Record all expense authorizations back to beginning of the current fiscal period/year
11. Set up and assign dues member types
12. Set up dues outstanding balances
13. Set up Groupable Payments (if OLP enabled)
14. Send dues reminders.