Define our support tasks -- for our group:
| | | | Via: | | | | | | | | | | | |
| | | | | | Bill Dunn | | Lou Schott | | Vijay | | Chuck Evans | | | |
| | BEFORE OUR MEETINGs: | | | | | | | | | | | | | |
| | Contact speakers for monthly presentation - via email. | | Email | | X | | | | | | | | | |
| Update our calendar -- when speaker confirms. | | Web | | X | | | | | | | | | |
| | Contact speaker to clarify the speaker's bio-sketch | | Email | | X | | | | | | | | | |
| Send notice of meeting to media: | | Email | | X | | | | | | | | | |
| | Contact a library to schedule a meeting room. | | Email | | X | | | | | | | | | |
| | | | | | | | | | | | | | | |
| | DURING OUR MEETING: | | | | | | | | | | | | | |
| Pass around the SIGN-IN sheet. | | Man | | | | X | | | | | | | |
| Capture email address of new people -- when they atttend meeting | | Man | | | | X | | | | | | | |
| Build name and face recognition to new people. | | Man | | | | X | | | | | | | |
| | | | | | | | | | | | | | | |
| | AFTER OUR MEETINGs: | | | | | | | | | | | | | |
| Add email address of new person to AAII-NEO group | | Man | | | | X | | | | | | | |
| Add email address & name of new person to contacts list | | Man | | | | X | | | | | | | |
| Email new people and clarify their personal interest in our group. | | Email | | | | X | | | | | | | |
| | Sum-up meeting content and email content to AAII-NEO-Q2A. | | Email | | | | | | | | | | | |
| | Link to useful web pages on www.invest-tnl3000.com & other websites. | | Web | | | | | | | | | | | |
| | Capture feedback with our surveys. | | Email | | | | X | | | | | | | |
| | | | | | | | | | | | | | | |
| | DURING THE NEXT MEETINGs: | | | | | | | | | | | | | |
| Sponsor, mentor, & introduce new people | | Man | | | | X | | | | | | | |
| Clarify the personal talents and interest of our repeating attendees. | | Man | | | | | | | | | | | |
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| PLAN AHEAD FOR ALL MEETINGs.: | | | | | | | | | | | | | |
| | Meet to clarify who does what by when & where. See AAII-AKR-Manage | | Email | | X | | X | | X | | X | | | |
| | Meet with Clieveland Chapter & coordinate events calendar. | | Man | | | | | | | | X | | | |
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FACILITATE TO:
Align our shared interests and PURPOSE.
Capture PROBLEM statements –- as needed.
State SOLUTION(s) to accomplish our PURPOSE.
Identify the action required to solve PROBLEM(s).
Identify WHO will ACT by WHEN & WHERE.
Analyze cycles, sectors, & investments.