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President Playbook
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JOB DESCRIPTIONSNATIONAL WEBSITESTATE WEBSITE
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17 MONTH CHECKLIST
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July (ELECTED)August (ELECTED)September (ELECTED)
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☐ Plan & Prepare Network Budget☐ Attend National 360 in Chicago☐ Attend STATE Leadership Summit
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☐ Plan your Local Summit☐ Attend STATE Conference on Orlando☐ Start with your Strategic Partner Package
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☐ Start outline your EVENTS☐ Sign Affiliation Agreement☐ Hold your Local Summit after State Summit
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☐ are all incoming Officers reported to STATE?☐ ☐
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October (ELECTED)November Start 1 day AFTER NAT. ConferenceDecember
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☐ Odering Governing Board Name Badges☐ Get Passwords - checklist☐ GOV Board appoints Strategic Planning Team
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☐ Finalize Installation ☐ Sign affiliation agreement (if not done yet)☐ GOV Board appoints Audit Review Team
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☐ Prepare for Hand-over (from P-PE)☐ Review financial documents with Gov. Board☐ Ensure Standing Rules are updated
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☐ Present Budget to Governing Board for approval☐ GOV Board appoints Candidate Review Team ☐ Register for Mid-winter Orlando conf.
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☐ Change Officers at the Bank
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JanuaryFebruaryMarch
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☐ Attend Mid-Winter Meeting☐ Identify future Leader within Local Network☐ TAXES – check with Treasurer and CPA
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☐ Send Event Calendar to DVP /upload to website☐ Register for Mid-Year Conf. in Washington DC☐ Remind Candidate Review Team to start
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☐ Ensure end of year AUDIT is planned☐ Upload End-of-year AUDIT☐ Year to date/budget vs. actual report
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☐ Change your President Message on Microsite☐ Check if Sunbiz was renewed☐ Review financial documents with Gov. Board
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☐ Review financial documents with Gov. Board☐ Review financial documents with Gov. Board
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AprilMayJune
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☐ Upload Tax filing report☐ ☐ have your election by the end of the month
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☐ ensure that Application for election are send☐ Start with Destination Basket for Orlando☐ report all elected positions to STATE
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☐ send out election information ☐ Attend Mid-year Conf. in Washington DC☐
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☐Review financial documents with Gov. Board☐ Review financial documents with Gov. Board☐ Review financial documents with Gov. Board
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JulyAugust September
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☐ Leadership Identification opens - wcr.org☐ start with Network Certification documentation☐ complete Network Certification wcr.org
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☐ ☐ report of 1/2 audit is due at Governing Board☐ Report network dues changes to National
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☐ Year to date/budget vs. actual report☐ Attend WCR Conference in Orlando☐ check if incoming Line Officers are reported to Nat.
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☐ Review financial documents with Gov. Board☐ Review financial documents with Gov. Board☐ Review financial documents with Gov. Board
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OctoberNovemberADDITIONAL RESOURCES on INDEX CARD
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☐ let PE run the governing Board meeting☐ provide all Passwords☐ Holding a Governing Board meeting
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☐ Prepare for Hand-over (from P-PE)☐ Pass the Baton day after end of National Conference☐ Protocol and Etiquette
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☐ Review financial documents with Gov. Board☐ Review financial documents with Gov. Board☐ Governing Board AGENDA
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☐ GovBod needs to approve PROPOSED BUDGET LEAN BACK - YOU DID AN AWESOME JOB☐ Governing Board Minutes
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revised June 2026 YT
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NOTE: DOCUMENTS ARE FOUND IN THE LIBRARY
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