Report: Church Office Basics

Workshop Outline

Introduction

1. Office Organization
   1. Job Descriptions
      1. Start with yourself. Don't wait for Personnel Committee.
      2. Look at all the other jobs - even if you don't have a person for each.
         1. Receptionist
         2. Phone answerer/message retrieval
         3. Secretary (for the Church, for the Minister, for the Board ?)
         4. Mail sorter/sender (bulk mail etc.)
         5. Data Base manager
         6. Publications (newsletter, order of service)
   2. Lo and behold, when you've got your job descriptions together, you've got a good start on a Manual of Office Procedures
   3. Information Center - where in the world do you keep the notices about what's going on? table/ rack/ bulletin board D. Personnel Records 1-9; W-4; State requirement for deadbeat dads; Leave, medical benefits;
2. Information
   1. Membership lists
   2. Visitors/ Newcomers
   3. Volunteers
   4. Record Keeping -How long? Archives
3. Communications
   1. Sunday bulletin
   2. Newsletter
   3. Brochures & Fliers
   4. Bulletin Boards
   5. Website
   6. E-mail (personal use - privacy) (inappropriate jokes)
   7. Minutes from Board and Committee meetings
4. Money
   1. Budget
   2. Requests for reimbursement
   3. Internal controls !!!
   4. Legal issues (ugh)
      Fiduciary responsibility of Board
      Payment of Withholding taxes
   5. Annual tax statements IRS rule re $250 contributions
   6. Member giving statements
   7. Insurance & Bonding
5. Building
   1. Calendar for space & equipment
   2. Rentals
   3. Maintenance & Cleaning
   4. Reserve Funds (Rust happens!)
   5. Inventory
   6. Security & Keys
6. Resources
   1. AUUA - other church administrators and secretaries
   2. Christian Ministry Resources: Church Secretaries Communique, Treasurer's Alert; Church and Clergy Tax Guide
   3. UUA bookstore
   4. UUA Office of Church Staff Finances - Rev. Ralph Mero
   5. Bibliography

Questions & Discussion period

Evaluation

Report: Church Office Basics

Formatted for the web by Kasey Melski.-