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CFO and COO Sunday Checklist
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Sundaywk 0123456789101112
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Bring money bag & printer (or hotel business center), be 1st people there; positive music...
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Encouraging vibes, even as you collect $ and get missing stats
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=the Sunday mtg is a safe place
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Check EVERY eBAR, ROS, and EGC for accuracy and completeness
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(expenses, HQ address entered; payment plans good etc)
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Every person remits (even if it's $5; remit% in Activity Report)
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Collect org fund $ from each person; track on the spreadsheet
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*HQs: paid host family? kept it clean (they bring picture of their space)?
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CMO use spreadsheet to check each person's facebook (including SLs!!); coach
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Check Org's Weekly Totals on googlesheet for accuracy & completeness
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(Use their eBARs & EGC to cross-reference totals)
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Individual totals and org averages are calculating correctly
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Email Salessupport any org changes for week; can mark early leavers in OL Playbook
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(eg early leavers, new HQ, anyone gone, prizes won)
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Print this week's org summary page & trend alanysis for OL
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share potential follows, red flags & good news highlights with OL
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Talk to low remitters
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Pay for hotel/park/food/org expenses
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Money On Hand--track every penny collected and spent
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next Sunday location/food/activity/alumni set up
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Banker list in Blue, Stats person in black. Thank you for helping the org run smoothly with what you do!!
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*You can either appoint an HQ manager who checks each week to make sure host families are being taken care of or have Banker do this
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