Page Comparison

Next Term Goal Planning

•  Determine team leads
•  Determine goals for sponsorship/SI, finance, and marketing
•  Determine which activities need to start when

1-2 month(s) before the new term

Master Budget

•  Review master budgets for previous vehicles (note: be careful of the MS XIV master budget since that one assumed we would obtain donations for most raw materials)
•  Start by breaking it down by subteam and try to list major items + estimates as best you can before starting to work with the subteam leads on it (most won’t know budgeting since it may be their first time doing it)
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Endowment Fund Applications

•  Refer to Endowment Fund Applications for instructions on how to apply for Endowment Funds

First or second month of the term

We’ll need to determine if this will be passed on to Sponsorship to handle with the Business lead’s guidance or not.

101 Session + Onboarding for each Business team

•  Create the Business 101 slides for the 101 sessions at the beginning of each term (refer to https://docs.google.com/presentation/d/1HUC6N2ul2tnfYocBh6M0_mnWm1ld-5RwQLjQ0QbVXKo/edit?usp=sharing to see what content to include in the slides)
•  Make sure there’s a process/plan for each team’s onboarding - both for small and large numbers of new members
•  Make sure there’s an assigned individual if the lead is not handling onboarding

Recruitment (Marketing task)

•  Refer to Lana’s documentation for the Student Success team: Recruitment
•  Determine which subteams to prioritize for recruitment (i.e. which teams require more members)
•  Note - MEF requires us to have at least 10% of our members from the math department, which includes Software Eng, Math, CS, etc.
•  Outline how much effort to put into recruitment - are you doing a single post on social media to advertise first general and havng members share it or do you want to do teasers?
•  We’ve generally done 1 post that provides more info about the team, teasers for the 3 days leading up to the meeting, and a final one on the day of the first general meeting itself
•  Put together a message for the post and have it distributed to…
•  the various engineering departments (Owen Li has previously done it in previous terms for MSXIV)
•  Attach it to the main social media post that provides info about the team
•  Have a shortened version for various members to share it in class groups (Discord, FB, Messenger Chats, etc.)
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1-2 month(s) before the next term

Alumni Network Management

•  Right now, there’s a very empty spreadsheet with a few contacts and some notes:https://docs.google.com/spreadsheets/d/1zen7tbLxX5AObqlv1GgDqhQ6mncrE3yytwzAE1qDtY0/edit?usp=sharing
•  With many members transitioning into advisory positions or leaving the team, it would be good to put a form together and send it out to those that will be leaving the team - we can also provide them updates that way if they would like

ASAP - Fall 2021

Business Management Sheet

•  Refer tohttps://docs.google.com/spreadsheets/d/1NGE8usMUNCbP3folzQm8oIJ5NLX19eywPqG-N8twppc/edit?usp=sharing
•  You don’t have to use a sheet but have a source of truth with a schedule/calendar of all activities + list of different tasks for each team for new members to see