A year in the life of a local party

	A	B	C	D	E	F	G	H	I	J	K	L	M	N
1		Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Ongoing

2	Chair	Create a development plan for the local party	Identify approve and select non-target seat candidates for every seat		Campaign in your elections, or arrange to take your members to a nearby target seat	Ensure someone is meeting with elected members and walk through the support the local party can give them	Identify approve and select target seat candidates for next years elections			Prepare, with other officers, for the AGM - Write officer report and decide on agenda/business	Run the AGM	Prepare handover to new officer/update handover		Ensure all staff employment contracts are in order and that a plan is in place for line management Chair executive meetings
3	Secretary	Plan schedule of exec meetings	Support approval and selection of non-target seat candidates	Select individiual projects to work on with other officers to improve the local party	Campaign in your elections, or arrange to go to a nearby target seat					Ensure calling notices for the AGM have been sent and finalise Agenda and reports	Ensure nominations for all exec positions are in order and make arrangements for any necessary elections for contested positions	Ensure AGM Minutes are produced and sent to the regional secretary Prepare handover to new officer/update handover	Ensure new officer roles are updated within Lighthouse	Take minutes and write them up for each executive meeting Use Actions in Lighthouse to follow up on tasks from meetings
4	Treasurer	Work with Agent to agree budget and spending plans for during the short campaign period	Work with previous Treasurer and Executive to get sign off to submit the end of year accounts (by mid March)		Campaign in your elections, or arrange to go to a nearby target seat	Work with agent to submit audit the election expenses		Work with Fundraising Officer to increase the budget	Prepare budget statement for the AGM			Prepare handover to new officer/update handover Work with Chair and others to prepare budget and fundraising plan"		Prepare monthly donation returns via Lighthouse Ensure any staff are paid and invoices settled Prepare accounts for quarterly exec meetings Reconcile bank accounts
5	MDO	Plan a calendar of member events for the year		Reach out to members to discuss the time they can committ to the upcoming elections	Campaign in your elections, or arrange to go to a nearby target seat		Run recruitment events to increase membership	Run recruitment events to increase membership	Arrange engaging speaker or event to encourage AGM attendance	Work with the data officer to engage members and people who have shown an interest		Prepare handover to new officer/update handover		Identify all new members on Lighthouse and ensure they are personally welcomed by someone in the local party Engage members throughout the year by visiting, calling and arranging events for them
6	Connect Manager	Review the local parties Connect and Lighthouse user permissions and deactivate old accounts	Set up phonebanks for the elections Check delivery walks are accurate and up to date	Set up canvassing lists and turfs Manage postal vote lists	Campaign in your elections, or arrange to go to a nearby target seat Identify voters to be on your shuttleworth	GOTV! Make sure Connect is ready for polling day - create the shuttleworth, cut the GOTV turfs, check all the polling stations addresses are correct	Collect marked registers and ensure they are input to Connect	Audit your user access Recreate your questions and scripts	Set up connect for summer voter surveys	Work with the MDO to take the date in Connect and use it for volnteer mobilisation		Prepare handover to new officer/update handover	Let the Connect team know if the Connect manager has changed Decide who your Lighthosue Superusers will be for the next year	Check that membership data from Lighthouse is reflected correctly in Connect and maintain email lists Prepare and manage data for elections campaigns Manage users in Connect Ensure postal voters on connect are regularly updated from council lists
7	Elections Officer		Identify approve and select non-target seat candidates for every seat		Campaign in your elections, or arrange to go to a nearby target seat		Make sure the marked registers are collected and entered into Connect				Ensure nominations for all exec positions are in order and make arrangements for any necessary elections for contested positions			Make sure campaigning is happening throughout the year Be a liason between the Camapaigns Committe and the exec
8	Diversity officer	Familiarise yourself with our Onboarding document and your local party diversity statement	Reach out to Diversity@libdems.org.uk to book 1:1 sessions with Diversity Manager HQ		Campaign in your elections, or arrange to go to a nearby target seat		Support diverse members in becoming target seat candidates	Midterm Diversity Statement checks				Prepare handover to new officer/update handover		Be the constant voice in the room reminding the executive to be incluisve and accessible Run events to engage unrepresented communities Report on local party diversity to the executive
9		* items in bold are constitutional necessities
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