Internal Resources

Financial

• FORM: Expense Reimbursement

• FOLDER: Expense receipts - pres/treas access only

• FORM: Vendor Reimbursement

• FILE: Financial Policies (from bylaws)

• FOLDER: 

Rosters & Contacts

• PAGE/LIST: Rosters & Contacts - phone, email, birthday, etc. for the Full Board, Events Committee and link to Sponsors & Vendors dB

• FILE: Volunteers db (this one WILL BE password protected)

Exec

• FORM: Vote on current items here

• FORM: Vote for our volunteer of the month

• FILE: Our bylaws

• FOLDER: Meeting agendas & minutes

• FOLDER: Board reports?

• Roles & SOPs - need to do these

• Onboarding/Offboarding

• FORM: End of Year Review

Calendars

• LINK: Check our website for links to annual pdf and district calendar

• LINK: add a link for our iCalendar?

Content & Creative Checklists

• PAGE/LIST: All of the content and creative files for all events, fundraisers, projects, etc.

• DRAFT FORM: maybe add a form to fill out instead of the google sheet?

Templates

• PAGE/LIST: Branded google docs, sheets, forms, slides and word documents

Branded & Creative Files

• PAGE: Style Sheet - placeholder there right now

• FOLDER: PTCO and Woodland logos - All formats

• Marketing materials - should we link to our general PTCO materials? one sheets - About PTCO, what we do, Fundraising, etc.?

Tech Tools

• PAGE/LIST: Tech Admins - setup and administration details for all apps and tools

• PAGE/LIST: PTCO Tech 101 - using google workspace, drive, gmail, calendar

• Onboarding/Offboarding

For Events/Fund/Service:

We need to create a better toolset than the C&C. This is where we would link the templates and the C&C list above would need to change as well.

Events

• What do we need to add specific to Events?

Fundraising

• What do we need to add specific to Fundraising?

Service/Volunteers

• What do we need to add specific to Events/Fund?