Preparation Tools for Recharter

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Preparation Toolsfor Recharter
Gary Robinson Assistant Council Commissioner
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Steps of Preparation
Commissioner Preparations
Visit COR Organization Head
Council processes changes submitted
Unit begins to use the Online Tool
Paperwork DUE
Charter Expires
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Steps of Preparation
Commissioner Preparations
Visit COR Organization Head
Council processes changes submitted

• Collect membership data and charter reports
• Compile inventory analysis
• Identify current leadership

Unit begins to use the Online Tool
Paperwork DUE
Charter Expires
4
Using Inventory Tool
Member List
Enter only names and birthdates
X
X X X
X X X X X X
Lyle Smith 18 Jan
1988
Mark Moore 28 Sep
1988
Peter Jones 5 Jun
1990
Wesley Brown 18 Jan
1991 Shaun Young 16
Mar 1992 Sean Elmer
2 Feb 1993 Marty Green
12 Oct 1994 George Norton
25 Mar 1995
Ned Smith 28 Nov
1995
Gary Lopez 1 Nov
1996 Bryan Rogers 12
Mar 1997 Robert Horton
25 Aug 1997 Tim Green
14 Dec 1997 Jack Done
3 Sep 1998 Kyle Wood
25 Dec 1998
Charter
X
X X
John Jones 14 Feb
1990 Alex Jones 23
Sep 1992 Sam Jones
4 Nov 1995 Reed Jones
30 Jan 1999
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Another MethodCapturing MLS Data to Disk
MLS Report Ages 18 to 7 all wards NAME
BIRTHDATE AGE WARD
MLS Report
Note could be sorted later if needed within the
Excel spreadsheet
Highlight and copy data
Copy to Disk
Paste data and Save as Excel file
Login Reports/Forms (More) Reports/Forms
(Custom Reports) Select or create report
CTRLSHIFTC to copy CTRLV to paste
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Dropping Data into Tool
Highlight only names and birthdates
X
X X X
X X X X X X
Charter
John Jones 14 Feb
1990 Alex Jones 23
Sep 1992 Sam Jones
4 Nov 1995 Reed Jones
30 Jan 1999
X X X
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Adult Leadership Status
Charter
Charter Organization 1
Harry Benson
John Terry
4099
1099
Orson Nelson
Barry Mason
Paul Rogers
Peter Smith
Kyle York
Mark Brown
Sara Hill
Paula Black
Sam Lee
Jill Barnes Mary Wilson
Fran Red Terry Evans Betty White
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Steps to Recharter
Commissioner Preparations
Visit COR Organization Head
Council processes changes submitted

• Introduce Recharter purpose
• Review current leaders
• Discuss membership inventory
• Identify changes/additions
• Set expectations

Unit begins to use the Online Tool
Paperwork DUE
Charter Expires
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Reviewing the Results
Discuss current Adult Leadership per charter and
note all changes
Kyle York
Identified leaders who need applications NOTE
Best to compile these forms and submit before
recharter begins
Mark Brown
Sam Lee
Henry Thomas
Marie Miller
Betty White
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Reviewing the Results
Points of Discussion

• YM not registered

• YM not in proper age group

• Limited age group recruitment leader planning

• Watch for age changes during recharter time
  period (3)

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Options for Rechartering
Recommended Process

• COR uses online tool to verify charter data
• Submit recharter paperwork

• Council processes charter

• Council enters new forms into the system

• Commissioners prepare
• member inventories
• leadership status worksheets

• Meet with COR to identify changes
• COR - collect submit new forms for adults boys

Process to avoid

• COR looks at online tool to discover needed
  changes and gaps
• Scramble to identify new leaders and get
  registration forms
• Rush to add boys not currently on charter and get
  registration forms
• Enter each registration form online
• Commissioner attempts to encourage, bribe, and
  threaten CORs to complete recharter

• Council processes charter

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These tools can help simplify recharter
effortsand provide other useful information
to leadersTHANK YOU