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District Coordinator Guide

District Coordinator Guide. Draft Document. Authored by 3 State Coordinators Art Welch of Virginia Bill Fritschen of Kansas Dick Cramer of Georgia. Reviewers. Three Oregon DCs Two California DCs One California RC One DC each from Louisiana, Florida, Mississippi, Minnesota, and Iowa.

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District Coordinator Guide

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  1. District Coordinator Guide

  2. Draft Document • Authored by 3 State Coordinators • Art Welch of Virginia • Bill Fritschen of Kansas • Dick Cramer of Georgia

  3. Reviewers • Three Oregon DCs • Two California DCs • One California RC • One DC each from Louisiana, Florida, Mississippi, Minnesota, and Iowa

  4. Content • The District Coordinator • The District Management Team • Tasks and Responsibilities • Appendix

  5. The District Coordinator • Description of traits • Overview of position

  6. The District Management Team • DC • AC • TC • TrC • CC • Meetings

  7. Tasks and Responsibilities • Site Management • Volunteer Management • Meetings • Ordering • Training • Procedures • Potpourri

  8. Appendix • Sample Tax-Aide District Plan • LC Meeting Format and Content • DC and DMT Calendar • Prospective Volunteer Referrals • Glossary of Acronyms

  9. Sample Tax-Aide District Plan • Extension of State Plan • Includes Goals, Objectives, and Strategies

  10. LC Meeting Format and Content • Suggests Topics • Covers Administrative Issues

  11. DC and DMT Calendar • Adapted from Oregon DC Calendar • Adaptable for any State • Fill in the Blanks

  12. Prospective Volunteer Referrals • Content written by RC • One page roadmap

  13. Glossary • Acronyms now consistent in all manuals

  14. Comments

  15. 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

  16. Introduction and Overview of new DC Guide • Power point presentation • Small group activity • Complete DC Calendar as a group

  17. Expense Statements • Mock electronic expense statement

  18. Volunteer Recruitment System • Access info on Extranet • Decide how state will handle referrals • Refer to DC Guide Appendix on Volunteer Referrals

  19. Site Management System • Access from Extranet • Live Demo of what/how to input site information

  20. Activity Reporting • New process and options • Decide which option state/district/site will choose

  21. Comments?

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