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What to Have At Your Fingertips: Everything That You Want to Know About Saving and Retaining Important Documents But Wer

What to Have At Your Fingertips: Everything That You Want to Know About Saving and Retaining Important Documents But Were Afraid to Ask. LaVerne D. Miller and Kate Gaston Statewide Family and Consumer Networks Technical Assistance Center Business Institute Meeting September 27-28

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What to Have At Your Fingertips: Everything That You Want to Know About Saving and Retaining Important Documents But Wer

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  1. What to Have At Your Fingertips:Everything That You Want to Know About Saving and Retaining Important Documents But Were Afraid to Ask LaVerne D. Miller and Kate Gaston Statewide Family and Consumer Networks Technical Assistance Center Business Institute Meeting September 27-28 Anaheim, California

  2. Have you ever found yourself looking for a copy of an important document that you need or that someone has requested from you and forgotten where it is? • Have you ever found yourself having to recreate templates because you can’t locate the form that you created? • Have you ever avoided taking time off because you are not confident that other staff will be able to locate important documents or provide them when requested? • Have you ever received an emergency phone call during a romantic vacation asking where a copy of a certain document is located? Questions

  3. If you answered yes to at least one of these questions, then this workshop may help you develop strategies for minimizing or eliminating these stressful and potentially embarrassing situations. • If you did not answer yes to any of these questions, we will simply let you plead the Fifth! Your Score

  4. Availability of multiple ways to store information and documents can lead to more confusion; more choices=more potential problems • Having documents and information easily available to you and other staff eliminates the guesswork of trying remember where you or someone else would have saved it • Documents and other materials are readily accessible for updating/revising “At Your Fingertips” At a Glance

  5. Computer • Files • Back Up Files Helpful Hints: Scan and save copies of original documents as PDF files Create and maintain list of documents contained in each file Where to “Store” Your Documents

  6. Check List • Sample Forms • Other Resources • Effectively Utilizing Legal Advice Fact Sheet At Your Fingertips Tool Kit

  7. Administrative • Fiscal • Legal • Staff • Board/Advisory Board • Programs • Policies • Community Partnerships • Emergency Preparedness • Miscellaneous Checklist

  8. Questions?

  9. Good sound legal advice should be part of your organizational infrastructure • Varying strategies for identifying and obtaining low cost or free legal services and advice • Core sets of decisions and actions where legal advice is required Effectively Utilizing Legal Advice

  10. Guidance document • Resources vary state to state • Effectively identifying and utilizing resources are the keys to maximizing legal advice and legal services • Advice- An opinion/guidance • Services- Someone does something on your behalf Review of Fact Sheet

  11. Questions???

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