Jester_ag wrote:As A new Clerk here as well, I have spent days reading through these forums. I like a lot of the information but is there an overview somewhere that has a list of Clerk items? like:
1. attend Bishopric, PEC, Ward Council & take notes
2. Attend Ward disciplinary council & take notes (fill out form online and submit)
3. Order Toner (ink) for printer x from location x & paper from x.
4. review training video's & read the articles on "getting started for ward clerk" as these are required for Audit (and good info to know)
5. how to setup tithing settlement & what to print
6. how to do the signature card for signing checks
7. what info is needed for end of year audit
8. how to order missionary plaques
etc...
I have been gathering information from the previous 2 ward clerks, but a list of items would be helpful for the newbies.
On number 1. Something probably more important than the notes is creating an agenda ahead of time with the information moved forward from previous weeks. I will attach our agendas from last week and discuss why a bit since there are some lessons in our learning curve that also show.(because of special characters these files will only show correctly for windows users. Sorry) (names and intials and some callings change for privacy reasons.)
For most of my first year we ran with a generic agenda that mostly didn't change week to week. What we found was things were discussed with no action or the can kept being kicked down the road or people were not doing their task and reporting back. So in an effort to improve the return and report and keep things on task we went to a specific agenda. Numerous versions were tried from templates. Mostly they either took to long to fill out or scattered across so many pages they took a small forest to print.
So this one developed. On the first line below the header is the legend but it also serves as my cut and paste source for the special characters used in the file. The boxes at the beginning let us mark completed tasks quickly for removal once completed. The circle and the line at the end of each line are where assignments are recorded. Since we have only one set of duplicate initials in the WC possible attendees tracking assignments by initials works well for our ward. Tasks or welfare needs stay on the till completed. We found some were getting stuck on the agenda because of lack of completion so you will notice a few with dates after the item. There again we recently implemented this to encourage faster competition. An assignment is noted and is marked on the next weeks agenda for the person to report on it.
Lets look at the bishopric one. So for example that means AB was assigned to change the meeting times in the paper so we will ask the them this week if it is done. The first 2 callings the bishop wants to do together to try and keep the tipping domino effect under control. So the long list of names on the 2nd calling have been waiting on inspiration. The young womens camp director was called last sunday and all tasks were completed so she won't move down to the called section. On the other hand the elders quorum 2nd was mostly completed but still needs a key transfer that one will move to the called section.
Now lets look at the WC agenda. Notice the first part is identical to the bishopric one. Then notice how items are covered then reports from each president. Finally is a list of other actions.
