Editing Membership Officer Handoff Checklist (section)

== What to Include in a Handoff ==
Not all groups will have all of this information or do all of these items.  Not all of these tasks are always done by the [[Membership Officer]].  That's okay--just note what role has that task and move on.  Focus on what is currently available; additions or changes can be made later.  This section is for "getting up to speed" with what is currently being done.  

=== Current Membership Snapshot ===
{| class="wikitable"
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! style="width:25%;" | Item
! style="width:75%;" | Information
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|Region/Local Group Number
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|Current membership count
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|Membership trend (growth, decline, stable)
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|}

=== Core recurring tasks ===
{| class="wikitable" style="width:100%;"
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! style="width:15%;" | Task
! style="width:15%;" | Frequency
! style="width:20%;" | Activity
! style="width:50%;" | Notes
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|New member outreach
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|Contributions to newsletter/website
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|New Member Events
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|Renewal reminders
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|Outreach to lapsed members
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=== Key Responsibilities and Deadlines ===

{| class="wikitable" style="width:100%;"
! style="width:25%;" | Area
! style="width:75%;" | Notes
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| Deadlines to be aware of
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| Time-sensitive responsibilities
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| Responsibilities shared with other Local Group officers
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==== Tools and Systems ====
What online tools does your Local Group use to connect and how are they used?
{| class="wikitable" style="width:100%;"
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! style="width:20%;" | Tool
! style="width:30%;" | How Local Group Uses It
! style="width:15%;" | Credentials
! style="width:35%;" | Membership Officer Responsibility
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|Email
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|Social media
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|Mensa Connect
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=== Communications ===
{| class="wikitable" style="width:100%;"
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! style="width:25%;" | Area
! style="width:75%;" | Notes
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|Do you submit a monthly article?
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|What does the editor need from the MO?
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|What is the newsletter deadline?
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|Template for the regular article?
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=== Existing templates ===
{| class="wikitable" style="width:100%;"
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! style="width:25%;" | Area
! style="width:75%;" | Template
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|Welcoming new members
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|Welcoming moved-in members
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|Note to members moving out
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|Condolences to families
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|Renewal reminders
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|Lapsed member contact
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|Newsletter articles
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=== Tracking ===
How are member contacts and follow-ups tracked?
{| class="wikitable" style="width:100%;"
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! style="width:25%;" | Action
! style="width:75%;" | Notes
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|Tracking mechanism
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|Frequency of updating
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|Who is it shared with?
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|How do I access it?
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|Reminder system
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|}

=== Key Contacts ===
{| class="wikitable" style="width:100%;"
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! style="width:15%;" | Role
! style="width:15%;" | Name
! style="width:70%;" | Notes
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|LocSec
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|Other ExComm
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|Area Coordinators
| <br><br><br><br><br><br>
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|Newsletter Editor
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|National Office staff
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|National Membership Officer
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=== Current Status ===
{| class="wikitable" style="width:100%;"
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! style="width:25%;" | Area
! style="width:75%;" | Notes
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|What are common issues that arise?
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|What are some known gaps or pain points?
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|What processes could use clarification?
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|What current situations require follow up?
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|}