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 Budget Planning and Reporting

Successful organizations plan for their success operationally and financially. For Amangamek-Wipit to be successful as a lodge it depends upon its chapters to be successful. The resources posted on this page are provided by the lodge for chapters to use in planning for the financial success of the events and activities that they conduct each year.

 

Questions and suggestions should be forwarded to the lodge adviser, the lodge financial adviser, or the lodge staff adviser.

 

Amangamek-Wipit Order of the Arrow
Event Budget and Planning Guidebook

This guidebook has been developed to provide guidance to the chapter as it plans, develops and reports on the financial results of the activities that it conducts throughout the year. The instructions provided in the guidebook are accompanied with copies of the forms used in the process and an example of a complete Budget Workbook, Budget Planning and Report Sheet, and other associated forms that are required for reporting a chapter event to the lodge. [Budget Workbooks have been removed until updated for 2014 - mgroover]

 

OA Event Budget and Planning Guidebook Adobe PDF 01/2012 (Link to the file can be found below)

The Guidebook has been updated to reflect the new forms that are available and posted below.

 

Chapter Event Budget Workbook

The Budget Workbook is used to develop/estimate the event budget, handle the consignment pre-order and reconciliation, document the details for monies collected and expenses incurred, and develop the event close-out for transfer to the Budget Planning and Report Sheet. The Budget Planning and Report Sheet summarizes the budget estimate and the actual results for the chapter event. This form represents the official reconciliation of the chapter event.

 

Changes to the form may occur any time, so it very important that the chapter download the most current form from this lodge web site immediately prior to the commencement of the budget planning process. Do not reuse prior workbooks.

 

Chapter Event Budget Workbook MS Excel 10/2013 (Link to the file can be found below)

 

All event registrations are now handled on-line. The on-line registration set up form should be completed and forwarded to the lodge with the Chapter Event Budget Workbook. This will allow for the event registration to be set up in a timely manner.

 

On-line Registration Set up form Adobe PDF (Link to the file can be found below)

 

Reporting New Members to the
Lodge Membership Database (OA LodgeMaster)

In order for the lodge to add newly inducted candidates to its membership database, a membership/dues form MUST be completed and turned into the lodge at the conclusion of the chapter event. All required information MUST be provided in order for the new candidate to be processed. Forms that are incomplete or illegible will not be processed and returned to the chapter for correction.

 

The lodge has created forms for the chapters to use when reporting the induction of new members. The following links are for reporting New Ordeal members only. The first two are for completing the forms via "mail merge”. The information for the new Ordeal members once entered into the MS Excel form can be "merged” into the MS Word form.

 

OA Chapter Ordeal Candidate Membership/Dues Mail Merge Form MS Word 01/2012 (Link to the file can be found below)

 

Chapter Ordeal Mail Merge Data File Template MS Excel 01/2012 (Link to the file can be found below)

 

Merge File Headings Descriptions MS Word 01/2012 (Link to the file can be found below)

 

The following MS Word form can be used for preparing new Ordeal member forms individually.

 

OA Chapter Ordeal Candidate Membership/Dues Form MS Word 01/2013 (Link to the file can be found below)

 

Collecting Dues at Chapter Events

If a current chapter member wants to pay his current year dues at a chapter event, this payment is NOT included in the accounting for the event budget. Dues payments received at a chapter event MUST be accompanied with a completed lodge membership/dues form.

The payment of dues by current members should be sent to the lodge for processing. To assure the dues paid by current members are applied the proper record; a Membership/Dues form MUST be completed and submitted with the dues payment.

 

Current Member OA Dues Adobe PDF 01/2013 (Link to the file can be found below)

 

Reporting Brotherhood Conversions at Chapter Events

Next to the induction of new candidates into the Order of the Arrow, providing opportunities for eligible Ordeal members to seal their membership in the Order of the Arrow is a task that all chapters are given by the lodge to offer.

 

In order for the lodge to recognize the conversion of Ordeal members to Brotherhood, a membership/dues form MUST be completed and turned into the lodge at the conclusion of the chapter event. All required information MUST be provided in order for the new candidate to be processed. Forms that are incomplete or illegible will not be processed and returned to the chapter for correction.

 

The lodge has created forms for the chapters to use when reporting the conversion of new Brotherhood members. The following links are for reporting Brotherhood Conversions only. The first two are for completing the forms via "mail merge”. The information for the new Brotherhood members once entered into the MS Excel form can be "merged” into the MS Word form.

 

OA Chapter Brotherhood Conversion/Dues Mail Merge Form MS Word 01/2012 (Link to the file can be found below)

 

Chapter Brotherhood Mail Merge Data File Template MS Excel 01/2012 (Link to the file can be found below)

 

Merge File Headings Descriptions MS Word 01/2012(Link to the file can be found below)

 

The following MS Word form can be used for preparing new Brotherhood member forms individually.

 

OA Chapter Brotherhood Conversion/Dues Form MS Word 01/2013 (Link to the file can be found below)

 

Last updated 10/01/2013

Chapter Budget & Planning

Item Name Posted By Date Posted
Event Budget & Planning Guidebook PDF (904.36 KB)  more ] P. Ives 8/6/2013
On-line Registration Set Form PDF (39.7 KB)  more ] P. Ives 8/6/2013
Ordeal Induction Report (mail merge) Form DOCX (25.46 KB)  more ] P. Ives 8/6/2013
Ordeal Mail Merge Template XLSX (10.12 KB) P. Ives 8/14/2013
Ordeal Induction Report DOCX (30.21 KB)  more ] P. Ives 8/6/2013
Brotherhood Conversion Report (mail merge) Form DOCX (25.7 KB)  more ] P. Ives 8/6/2013
Brotherhood Mail Merge Template XLSX (9.91 KB) P. Ives 8/14/2013
Brotherhood Conversion Report DOCX (30.98 KB)  more ] P. Ives 8/6/2013
Mail Merge Headings PDF (94.99 KB) P. Ives 8/6/2013
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