Difference between revisions of "Planning"
From Augustan Society Staff Wiki
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<li>Cash-Flow Forecasts, developed by the Treasurer with support from the [[Assistant Treasurer]];</li> | <li>Cash-Flow Forecasts, developed by the Treasurer with support from the [[Assistant Treasurer]];</li> | ||
| − | <li>Investment Planning | + | <li>Investment Planning is the responsibility of the [[Treasurer]] unless the Board has confirmed his appointment of an [[Investment Manager]]. It is expected that this will follow conceptual support from the Board;</li> |
| − | <li>Fundraising, a | + | <li>Fundraising, a Board responsibility, pending appointment of a Fundraising Chairman;</li> |
<li>The [[Five-Year Plan]], maintained by the [[Eagle Council]], to whom it had been delegated;</li> | <li>The [[Five-Year Plan]], maintained by the [[Eagle Council]], to whom it had been delegated;</li> | ||
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<li>The [[Long-Range Plan]], which was abandoned by the Board; and</li> | <li>The [[Long-Range Plan]], which was abandoned by the Board; and</li> | ||
| − | <li>The [[Centennial Vision]], a series of proposals by the outgoing [[Consuls]] with their recommendations for the Society.</li> | + | <li>The [[Centennial Vision]], a series of proposals written by the outgoing [[Consuls]] in 2017 with their recommendations for the Society.</li> |
</ul> | </ul> | ||
Latest revision as of 16:39, 8 September 2018
The Augustan Society, Inc., invests energy in Planning for its future in several ways. These include:
- The Budget, developed by the Treasurer with support from his Finance Committee and adopted by the Board;
- Future Budgets, developed by the Treasurer with support from his Finance Committee and presented to the Board (but not adopted);
- Cash-Flow Forecasts, developed by the Treasurer with support from the Assistant Treasurer;
- Investment Planning is the responsibility of the Treasurer unless the Board has confirmed his appointment of an Investment Manager. It is expected that this will follow conceptual support from the Board;
- Fundraising, a Board responsibility, pending appointment of a Fundraising Chairman;
- The Five-Year Plan, maintained by the Eagle Council, to whom it had been delegated;
- The Long-Range Plan, which was abandoned by the Board; and
- The Centennial Vision, a series of proposals written by the outgoing Consuls in 2017 with their recommendations for the Society.
