Difference between revisions of "Foundation Management Tasks"
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− | This is a sample list based on some of the work done over a couple week period. Not all items are high priority, | + | This is a sample list based on some of the work done over a couple week period. Not all items are high priority, nor do they all take a ton of time to do. But the list will help give a sense of the nature of the type of tasks undertaken. -- TylerM |
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= BUSINESS ADMINISTRATION = | = BUSINESS ADMINISTRATION = | ||
− | == | + | == Secretary == |
* Keep official records of org. | * Keep official records of org. | ||
* Meeting minutes | * Meeting minutes | ||
Line 10: | Line 10: | ||
* Primary contact for MoUs, researchers, legal issues | * Primary contact for MoUs, researchers, legal issues | ||
− | == | + | == Financial == |
* Book keeping (enter details, download from bank, reconcile in quickbooks, produce reports) | * Book keeping (enter details, download from bank, reconcile in quickbooks, produce reports) | ||
* Pay invoices | * Pay invoices | ||
Line 27: | Line 27: | ||
* Followup and track funds from FOSS4G, report in financials | * Followup and track funds from FOSS4G, report in financials | ||
− | == | + | == Insurance == |
* Review insurance needs | * Review insurance needs | ||
* Forward options to Board | * Forward options to Board | ||
Line 34: | Line 34: | ||
* Pay invoices | * Pay invoices | ||
− | == | + | == Communications == |
* Front-end public contact for org. | * Front-end public contact for org. | ||
* Receiving mail (contrib agreements, invoices) | * Receiving mail (contrib agreements, invoices) | ||
Line 46: | Line 46: | ||
* Survey and query broader community on important issues | * Survey and query broader community on important issues | ||
− | == | + | == Systems == |
* Helping coordinate, redesign, migrations and upgrades of website | * Helping coordinate, redesign, migrations and upgrades of website | ||
* Helping when volunteers cannot, as emergency contact for all sorts | * Helping when volunteers cannot, as emergency contact for all sorts | ||
Line 57: | Line 57: | ||
= MARKETING = | = MARKETING = | ||
− | == | + | == Committee == |
* Chair Marketing Committee, plan meetings | * Chair Marketing Committee, plan meetings | ||
* Identify priorities – events, material | * Identify priorities – events, material | ||
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* Maximizing OSGeo benefit from all events we are at | * Maximizing OSGeo benefit from all events we are at | ||
− | == | + | == Events == |
* Help coordinate OSGeo's presence at events | * Help coordinate OSGeo's presence at events | ||
* Speak as the OSGeo rep/contact | * Speak as the OSGeo rep/contact | ||
Line 78: | Line 78: | ||
* Get OSGeo sponsorship needs in front of many eyes | * Get OSGeo sponsorship needs in front of many eyes | ||
− | == | + | == Journal & Annual Report == |
* Coordinate articles, papers, case study collection | * Coordinate articles, papers, case study collection | ||
* Finalise document, spread through our channels | * Finalise document, spread through our channels |
Revision as of 10:37, 9 June 2011
This is a sample list based on some of the work done over a couple week period. Not all items are high priority, nor do they all take a ton of time to do. But the list will help give a sense of the nature of the type of tasks undertaken. -- TylerM
BUSINESS ADMINISTRATION
Secretary
- Keep official records of org.
- Meeting minutes
- Meeting planning and coordinating communications
- Primary contact for MoUs, researchers, legal issues
Financial
- Book keeping (enter details, download from bank, reconcile in quickbooks, produce reports)
- Pay invoices
- Pay committee and board expenses
- File state reports
- Submit invoices to sponsors
- Follow up on invoices
- Deposit funds
- Track transfers from sponsors
- Track sponsorship renewals/timing
- Setup bank accounts, Paypal, bill payments
- Coordinate with Registered Agent, pay fees
- Generate reports, reconcile year end
- Managing project sponsorship finances
- Invoice, track, payout Summer of Code funds
- Followup and track funds from FOSS4G, report in financials
Insurance
- Review insurance needs
- Forward options to Board
- Select plans (D&O, GL, events, etc)
- Handle renewal applications
- Pay invoices
Communications
- Front-end public contact for org.
- Receiving mail (contrib agreements, invoices)
- Send mail (payments, sponsors contacts, org. expenses, marketing material)
- Phone, IM, direct contact
- All other requests, questions that don't go to someone else or aren't answers by a committee
- Update website content with News, Events
- Help Local Chapters get started, present to Board, ongoing discussions to guide them
- Reporting issues, ideas to Board
- Monitor postal boxes, forwarding mail as appropriate
- Survey and query broader community on important issues
Systems
- Helping coordinate, redesign, migrations and upgrades of website
- Helping when volunteers cannot, as emergency contact for all sorts
- Paying bills for services
- Admin for wiki, drupal, planet, journal, mailman, drupal
- Format and post sponsor logos, links
- Clearing admindb queues, monitoring critical lists
- Primary contact for DNS, SSL and more
- Set up aliases, lists as required
MARKETING
Committee
- Chair Marketing Committee, plan meetings
- Identify priorities – events, material
- Coordinate with volunteers
- Design and host material
- Coordinate with designers as required
- Coordinate printing, shipment, payment of material for events
- Maximizing OSGeo benefit from all events we are at
Events
- Help coordinate OSGeo's presence at events
- Speak as the OSGeo rep/contact
- Plan OSGeo booth – material, manpower
- Coordinate presentations for events
- Plan special meetings with stakeholders
- Plan board meetings at face-to-face meetups
- Help FOSS4G chair
- Serve on FOSS4G LOC
- Drive sponsors to FOSS4G
- Get OSGeo sponsorship needs in front of many eyes
Journal & Annual Report
- Coordinate articles, papers, case study collection
- Finalise document, spread through our channels
- Engage with peer-review community
- Publish FOSS4G proceedings
- Printing for event handouts/outreach
- Publish Annual Reports from community/projects/sponsors
SPONSORSHIP & FUNDRAISING
- Build on Marketing by speaking to many people
- Follow up with existing sponsors to keep them engaged and renewing
- Track sponsorship renewal processes, invoice, follow up, book keeping, etc.
- Identify potential new sponsors through face to face meetings at conferences (at the booth, or from the front as speaker)
- Coordinate special events to help draw in more interest and potentially more sponsors as they see OSGeo In Action
- Visit sponsors and talk through challenges, needs and ideas they have (very valuable!)
- Find overlap between OSGeo projects, members, companies and sponsors – connecting their network
- Invite OSGeo sponsors toward FOSS4G sponsorship (vice versa)
- Brainstorm ideas (e.g. free passes for sponsors, paid membership, sponsor packs, etc)
- Set up Paypal donation linkages and accounts
- Track changes in sponsor contacts, new emails, start new relationships