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BRANCH ACTIVITY PLANNING TEMPLATE
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Please use this template as you plan for your Branch Activities
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The approach is to
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Step 1Enter the Branch bank balance (Cell B26). This will normally be per the last months branch report from the Virtual Assistant. If you think that this may have changed, contact her.
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Step 2Note the event in Row 5 of the planning template.
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Step 3Estimate the number of attendees - number of CANZ members as well as non CANZ members
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Step 4Estimate the branch costs which will be incurred in that activity
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Step 5Determine what portion of the costs will be a branch expense. The remainder will need to be paid by the attendees.
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Step 6The spreadsheet will calculate the average amount to be paid by each attendee. This is a minimum amount. E.g. If the average figure for one month was say $ 17.16, the branch might charge $20 per attendee. It may be that the branch charges $20 for members and $30 for non members.
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Step 7Non-members should not be subsidised, so will need to be charged a higher fee.
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Step 8The estimates can be changed to the actual amounts, as a way of keeping track.
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The figures in the worked example are for illustrative purposes only
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