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Backup Planning Tool
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TaskBrief Description of Task
Capture the "must-dos" of the task or write a note about what success looks like		Current OwnerBackup Owner 1Backup Owner 2Relevant Materials
Insert links to relevant files; name the systems needed to complete this task; indicate where log-in information can be found		Next Steps & Notes
Capture next steps, timing, and any other ideas to remember
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Team: Admin
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Payroll ProcessingRun payroll for the entire org. Everyone gets paid by 15th and last of the month with no incorrect deductions.AveryMinaYukiSee payroll doc: [link]; Healthcare deductions doc: [link]; login to Paychex here: [link]Avery to record video of her running payroll for 3/31. Set up training for Mina and Yuki (Avery owns scheduling). Could also reach out to Jenny (former finance manager) to see if she can help out as a contractor.
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Overall Admin Team ManagementManage team members; convene team meetings; work with EDDoloresAveryEDIndividual check-in docs and team agendas on Dolores' drive; will share folder with AveryDolores to share with team in meeting 4/8; Dolores to ask Mina about managing Yuki if Dolores is out.
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Team: Outreach
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Send out newsletters"Call for Action" Newsletter sent out every Monday, with no errors in compilation and distribution. Pull together analytics information on newsletter. Manage unsubscribes.AndreCallieDottylink to Newsletter How-to doc; link to Mailchimp; link to Google AnalyticsAndre to set up training for Dotty by 4/6 (Callie already knows how to do this)
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Organizational Leadership
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Overall LeadershipOverall plan for who will run the organization if the ED is outEDManaging DirectorHead of ProgramOrganizational and team-level goalsED communicates plan to board and to staff by 4/10
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