Tasks for the operation of DIG

Area	Task	Person Responsible
Membership	Counsel prospective new members of their responsibilities Contact visitors and prospective new members by phone and e-mail to follow-up after the meetings Greet visitors personally at meetings, and get their contact info. Keep a waiting list, with number of prior visits Coach new members for presentations Resignations, announcements and records Partners' e-mail addresses and photos to webmaster (roster.htm) Partners' addresses, phone numbers and e-mail addresses to treasurer Prospective new members' webpage data to webmaster (newmem.htm) "Recruiting" new members Yearly BetterInvesting renewals (BI & BITS magazines and club membership) Advise partners who have missed three consecutive meetings	Membership Director
Education	Teaching the basic SSG SSG software Ratio analysis of financial reports Using on-line resources for stock study On-line resources webpage data to webmaster (resource.htm) Local Council BetterInvesting events, announcements and data to webmaster On-line tutorials and references to webmaster BetterInvesting investing guidebook How to do the analyst report Mentoring & tutoring Coordinate educational meetings & teachers	Vice-President & Teachers
SSG Presentations	Calendar of presentation assignments Help new presenters to get ready Remind presenters of their assignments before they are due Send out stock screens via e-mail for new ideas Industry analysis groups BI's Stock to Study Keep records of past SSG presentations Preside over meetings when the President is absent	Vice-President
Finance	Monthly accounting statements to partners Keeping computer records Making cash deposits Conducting brokerage transactions Expense accounting, disbursements and receipts Paying off departing members Annual tax filing (1065 & K-1's) and reports Accounting & tax software updates Annual verification "audit" On-line financial reports by e-mail to partners Financial data to webmaster Notify Secretary of late/missed payments by partners	Treasurer & Assistant
Analysts' Reports	Portfolio research website (port.htm) Calendar of quarterly and annual updates of analysts' reports Remind analysts to e-mail reports before the meetings Assigning analysts for our portfolio and watchlist Publish assignments and calendar (via webmaster & e-mail) SSG datafiles uploaded to BetterInvesting library Train and help new analysts	Portfolio Manager
Diversification Report	Portfolio Diversification spreadsheet on acetate or handout for meeting Data to webmaster monthly	Portfolio Manager
"DIG Board"	Portfolio update on acetate or handout for meeting Watchlist Value criteria for our current holdings Percentage of the portfolio of each of the current holdings Data to webmaster monthly	Portfolio Manager
Minutes	Record all actions authorized by the partners Monthly e-mail report to all partners Minutes to webmaster monthly Keep attendance records Maintain the name and address list Notify partners of meetings and other activities Note absences and late contributions in the minutes Notify all partners of three consecutive absences by any partner	Secretary & Assistant
Meetings	Liaison with meeting place sponsor/manager Webpage update of time, place, maps (meeting.htm) Reminders to pay early and tip waitress	Secretary & Assistant
Social Events	Potlucks and cocktail parties	Secretary & Hosts
Rules	Elections of officers Approval of new partners Voting tabulations Set meeting dates & locations Appoint committees Ensure that partnershp resolutions are carried out Adherence to Partnership Agreement & By-Laws Partnership Agreement, signed by all Brokerage agreement, signed by all Get signatures and information (including SSN) of new partners for Partnership & Brokerage Agreements Amendments to Partnership Agreement & By-Laws	President
Meeting Agenda	Welcome & Introductions Introduce visitors and get contact info. Inspirational/Educational Moment Secretary's Report & Approval of the Minutes Treasurer's Report: Financial Statements and Brokerage Statement Collect Contributions Old Business: Membership Education Finance Rules Meeting Place:  Reminder to pay early and tip waitress Vice-President's Corner, for Education and SSG Assignments Review the "DIG Board" Summary of Portfolio and Watchlist Review the Diversification Worksheet Canvass the Partners for Investment Ideas Investment Discussion & Vote Presentation of new SSG's Analysts' Reports & Updates New Business Note Absences & Late Contributions for the Minutes Adjourn Coordinate Tasks & Responsibilities Set New Agenda for Next Meeting	President
Website & E-mail [reporting]	Home page (index.html) [Webmaster] E-mail address list & reflector [Membership] On-line resources (resource.htm) [Education] On-line tutorials and education [Education] Minutes (minutes.htm) [Secretary] Calendar [Secretary; Education] Financial records, portfolio data, share price (Yahoo! or Bivio) [Treasurer] Information for prospective new members (newmem.htm) [Membership] Meeting place particulars and maps (meeting.htm) [Secretary] Roster of current partners (roster.htm) [Membership] SSG datafiles to BetterInvesting library [Portfolio] Portfolio information for analysts (port.htm) [Portfolio] Analysts' assignments and calendar of reports (port.htm) [Portfolio] Partnership Agreement & By-Laws [Rules]	Webmaster