TechWiki - User contributions [en]

Training checklists

2011-11-13T17:05:12Z

Mmangum1: /* Ward executive secretary */

All too frequently record keepers learn their responsibilities through a haphazard process of on-the-job trial and error. Below are checklists to ensure that members with record-keeping responsibilities are properly oriented, trained (even "certified", if you like), as qualified to perform their callings well.

The clerk wiki is a valuable resource packed with information, but a newly called clerk needs a guide (a simple lesson plan, really) to navigate the content, moving from basic to more complex concepts, in an order that makes sense. The checklists below could follow the order found in the designs of the [http://www.lds.org/pa/display/0,17884,6074-1,00.html record-keeping and auditing training] on lds.org, but this is not a requirement.

Each item in the checklist should be brief. Do not try to explain policies and procedures here. Simply link from an item in the checklist to the explanation in an appropriate content source (another wiki page, an online lesson, a notice, or some other document). If the explanation isn't available, start a new page for it. As these checklists grow we can create individual pages for each.

== Stake president ==
The purpose of this checklist is to help a stake president understand his record-keeping responsibilities. Review the following topics:
# [[Confidentiality|Confidentiality of records]]
# [[Leaders' responsibilities for record keeping#Stake President's Responsibilities for Record Keeping|The record-keeping responsibilities of the stake president]]
# Delegation of record-keeping responsibilities
#* [[Stake clerk]]
#* [[Assistant stake clerk]]
#* [[Stake technology specialist]]
# On-line training
#* {{TrainingURL|stakepresident}}
#* {{TrainingURL|stakepresmls}}
# Reports and forms the stake president reviews and/or signs
#* [[Quarterly Report]]
#* [[Financial audit|Stake financial audit]]
#* [[Annual financial reporting|Ward Tithing Declaration Reports]]
#* [[Ordinance and Ordination Certificates|Melchizedek Priesthood Ordination Certificates]]
#* [[Annual history]]

== Stake clerk ==
The purpose of this checklist is to help a stake clerk understand his major responsibilities. Review the following topics:
# [[Confidentiality|Confidentiality of records]]
# Four Responsibilities
#* [[Stake clerk#Trainer|Trainer]]
#* [[Stake clerk#Administrator|Administrator]]
#* [[Stake clerk#Record keeper|Record keeper]]
#* [[Stake clerk#Problem solver|Problem solver]]
# On-line training
#* {{TrainingURL|stake_clerk}}
#* {{TrainingURL|intromls}}
# Reports the stake clerk reviews and/or signs
#* [[Membership audit]]
#* [[Annual financial reporting#Stakes|Ward Tithing Declaration Reports]]
#* [[Annual History]]
#* [[Quarterly Report]]

== Stake membership clerk ==

== Stake finance clerk ==
# The [[companionship principle]]
# [[Reconciliation]]

== Stake auditor ==

== Stake audit committee member ==

== Bishop ==
The purpose of this checklist is to help a bishop understand his record-keeping responsibilities. Review the following topics:
# [[Confidentiality|Confidentiality of records]]
# [[Leaders' responsibilities for record keeping#Bishop's Responsibilities for Record Keeping|The record-keeping responsibilities of the bishop]]
# Delegation of record-keeping responsibilities
#* [[Ward clerk]]
#* [[Assistant ward clerk]]
# On-line training
#* {{TrainingURL|bishop}}
#* {{TrainingURL|intromls}}
# Reports and forms the bishop reviews and/or signs
#* [[Quarterly Report]]
#* [[Financial audit|Ward financial audit]]
#* [[Annual financial reporting|Ward Tithing Declaration Report]]
#* [[Ordinance and Ordination Certificates|Aaronic Priesthood Ordination Certificates]]
#* [[Annual history]]

== Ward clerk ==
# The [[Clerks Overview|importance]] of accurate record keeping
# [[Confidentiality]] and data privacy requirements
# Password security
# [[Companionship principle]]
# [[Training]] resources
#* [[Stake clerk]] - every six months in stake priesthood leadership meetings or as needed
#* [http://www.lds.org/pa/display/0,17884,6074-1,00.html Online lessons]
#* MLS help
#* [[Main Page|Clerk wiki]]

== Ward membership clerk ==
# The [[Clerks Overview|importance]] of accurate record keeping
# [[Confidentiality]] and data privacy requirements
# Password security
# Receiving records of new move-ins
# Updating/correcting records of current ward members (ordinances and ordinations, etc.)
# Records of members who move out
# [[Training]] resources
#* [[Ward clerk]] - within 30 days of calling and as needed thereafter
#* [http://www.lds.org/pa/display/0,17884,6074-1,00.html Online lessons] about membership records
#* MLS help and the Membership Policies included there
#* [[Main Page|Clerk wiki]]

== Ward finance clerk ==
# The [[companionship principle]]
# [[Reconciliation]]

== Ward executive secretary ==
The purpose of this checklist is to help the Ward Executive Secretary understand his role and responsibilities. Review the following topics:

[[Category:Unit Administration]]
# [[Confidentiality]] of records
# Interview scheduling, Companionship Principle as it applies to interviewing
# Assignment tracking
# Agenda preparation
# Business letters
#* Disciplinary council notifications
# Bishops monthly personal priesthood interview with Stake President
# Military personnel tracking
# Church publications

Training checklists

2011-11-13T17:00:10Z

Mmangum1: /* Ward executive secretary */

All too frequently record keepers learn their responsibilities through a haphazard process of on-the-job trial and error. Below are checklists to ensure that members with record-keeping responsibilities are properly oriented, trained (even "certified", if you like), as qualified to perform their callings well.

The clerk wiki is a valuable resource packed with information, but a newly called clerk needs a guide (a simple lesson plan, really) to navigate the content, moving from basic to more complex concepts, in an order that makes sense. The checklists below could follow the order found in the designs of the [http://www.lds.org/pa/display/0,17884,6074-1,00.html record-keeping and auditing training] on lds.org, but this is not a requirement.

Each item in the checklist should be brief. Do not try to explain policies and procedures here. Simply link from an item in the checklist to the explanation in an appropriate content source (another wiki page, an online lesson, a notice, or some other document). If the explanation isn't available, start a new page for it. As these checklists grow we can create individual pages for each.

== Stake president ==
The purpose of this checklist is to help a stake president understand his record-keeping responsibilities. Review the following topics:
# [[Confidentiality|Confidentiality of records]]
# [[Leaders' responsibilities for record keeping#Stake President's Responsibilities for Record Keeping|The record-keeping responsibilities of the stake president]]
# Delegation of record-keeping responsibilities
#* [[Stake clerk]]
#* [[Assistant stake clerk]]
#* [[Stake technology specialist]]
# On-line training
#* {{TrainingURL|stakepresident}}
#* {{TrainingURL|stakepresmls}}
# Reports and forms the stake president reviews and/or signs
#* [[Quarterly Report]]
#* [[Financial audit|Stake financial audit]]
#* [[Annual financial reporting|Ward Tithing Declaration Reports]]
#* [[Ordinance and Ordination Certificates|Melchizedek Priesthood Ordination Certificates]]
#* [[Annual history]]

== Stake clerk ==
The purpose of this checklist is to help a stake clerk understand his major responsibilities. Review the following topics:
# [[Confidentiality|Confidentiality of records]]
# Four Responsibilities
#* [[Stake clerk#Trainer|Trainer]]
#* [[Stake clerk#Administrator|Administrator]]
#* [[Stake clerk#Record keeper|Record keeper]]
#* [[Stake clerk#Problem solver|Problem solver]]
# On-line training
#* {{TrainingURL|stake_clerk}}
#* {{TrainingURL|intromls}}
# Reports the stake clerk reviews and/or signs
#* [[Membership audit]]
#* [[Annual financial reporting#Stakes|Ward Tithing Declaration Reports]]
#* [[Annual History]]
#* [[Quarterly Report]]

== Stake membership clerk ==

== Stake finance clerk ==
# The [[companionship principle]]
# [[Reconciliation]]

== Stake auditor ==

== Stake audit committee member ==

== Bishop ==
The purpose of this checklist is to help a bishop understand his record-keeping responsibilities. Review the following topics:
# [[Confidentiality|Confidentiality of records]]
# [[Leaders' responsibilities for record keeping#Bishop's Responsibilities for Record Keeping|The record-keeping responsibilities of the bishop]]
# Delegation of record-keeping responsibilities
#* [[Ward clerk]]
#* [[Assistant ward clerk]]
# On-line training
#* {{TrainingURL|bishop}}
#* {{TrainingURL|intromls}}
# Reports and forms the bishop reviews and/or signs
#* [[Quarterly Report]]
#* [[Financial audit|Ward financial audit]]
#* [[Annual financial reporting|Ward Tithing Declaration Report]]
#* [[Ordinance and Ordination Certificates|Aaronic Priesthood Ordination Certificates]]
#* [[Annual history]]

== Ward clerk ==
# The [[Clerks Overview|importance]] of accurate record keeping
# [[Confidentiality]] and data privacy requirements
# Password security
# [[Companionship principle]]
# [[Training]] resources
#* [[Stake clerk]] - every six months in stake priesthood leadership meetings or as needed
#* [http://www.lds.org/pa/display/0,17884,6074-1,00.html Online lessons]
#* MLS help
#* [[Main Page|Clerk wiki]]

== Ward membership clerk ==
# The [[Clerks Overview|importance]] of accurate record keeping
# [[Confidentiality]] and data privacy requirements
# Password security
# Receiving records of new move-ins
# Updating/correcting records of current ward members (ordinances and ordinations, etc.)
# Records of members who move out
# [[Training]] resources
#* [[Ward clerk]] - within 30 days of calling and as needed thereafter
#* [http://www.lds.org/pa/display/0,17884,6074-1,00.html Online lessons] about membership records
#* MLS help and the Membership Policies included there
#* [[Main Page|Clerk wiki]]

== Ward finance clerk ==
# The [[companionship principle]]
# [[Reconciliation]]

== Ward executive secretary ==
The purpose of this is to help the Ward Executive Secretary understand his responsibilities.

[[Category:Unit Administration]]
# Confidentiality of records
# Interview scheduling, Companionship Principle as it applies to interviewing
# Assignment tracking
# Agenda preparation
# Business letters
#* Disciplinary council notifications
# Bishops monthly personal priesthood interview with Stake President
# Military personnel tracking

Training checklists

2011-11-13T16:58:42Z

Mmangum1: /* Ward executive secretary */

All too frequently record keepers learn their responsibilities through a haphazard process of on-the-job trial and error. Below are checklists to ensure that members with record-keeping responsibilities are properly oriented, trained (even "certified", if you like), as qualified to perform their callings well.

The clerk wiki is a valuable resource packed with information, but a newly called clerk needs a guide (a simple lesson plan, really) to navigate the content, moving from basic to more complex concepts, in an order that makes sense. The checklists below could follow the order found in the designs of the [http://www.lds.org/pa/display/0,17884,6074-1,00.html record-keeping and auditing training] on lds.org, but this is not a requirement.

Each item in the checklist should be brief. Do not try to explain policies and procedures here. Simply link from an item in the checklist to the explanation in an appropriate content source (another wiki page, an online lesson, a notice, or some other document). If the explanation isn't available, start a new page for it. As these checklists grow we can create individual pages for each.

== Stake president ==
The purpose of this checklist is to help a stake president understand his record-keeping responsibilities. Review the following topics:
# [[Confidentiality|Confidentiality of records]]
# [[Leaders' responsibilities for record keeping#Stake President's Responsibilities for Record Keeping|The record-keeping responsibilities of the stake president]]
# Delegation of record-keeping responsibilities
#* [[Stake clerk]]
#* [[Assistant stake clerk]]
#* [[Stake technology specialist]]
# On-line training
#* {{TrainingURL|stakepresident}}
#* {{TrainingURL|stakepresmls}}
# Reports and forms the stake president reviews and/or signs
#* [[Quarterly Report]]
#* [[Financial audit|Stake financial audit]]
#* [[Annual financial reporting|Ward Tithing Declaration Reports]]
#* [[Ordinance and Ordination Certificates|Melchizedek Priesthood Ordination Certificates]]
#* [[Annual history]]

== Stake clerk ==
The purpose of this checklist is to help a stake clerk understand his major responsibilities. Review the following topics:
# [[Confidentiality|Confidentiality of records]]
# Four Responsibilities
#* [[Stake clerk#Trainer|Trainer]]
#* [[Stake clerk#Administrator|Administrator]]
#* [[Stake clerk#Record keeper|Record keeper]]
#* [[Stake clerk#Problem solver|Problem solver]]
# On-line training
#* {{TrainingURL|stake_clerk}}
#* {{TrainingURL|intromls}}
# Reports the stake clerk reviews and/or signs
#* [[Membership audit]]
#* [[Annual financial reporting#Stakes|Ward Tithing Declaration Reports]]
#* [[Annual History]]
#* [[Quarterly Report]]

== Stake membership clerk ==

== Stake finance clerk ==
# The [[companionship principle]]
# [[Reconciliation]]

== Stake auditor ==

== Stake audit committee member ==

== Bishop ==
The purpose of this checklist is to help a bishop understand his record-keeping responsibilities. Review the following topics:
# [[Confidentiality|Confidentiality of records]]
# [[Leaders' responsibilities for record keeping#Bishop's Responsibilities for Record Keeping|The record-keeping responsibilities of the bishop]]
# Delegation of record-keeping responsibilities
#* [[Ward clerk]]
#* [[Assistant ward clerk]]
# On-line training
#* {{TrainingURL|bishop}}
#* {{TrainingURL|intromls}}
# Reports and forms the bishop reviews and/or signs
#* [[Quarterly Report]]
#* [[Financial audit|Ward financial audit]]
#* [[Annual financial reporting|Ward Tithing Declaration Report]]
#* [[Ordinance and Ordination Certificates|Aaronic Priesthood Ordination Certificates]]
#* [[Annual history]]

== Ward clerk ==
# The [[Clerks Overview|importance]] of accurate record keeping
# [[Confidentiality]] and data privacy requirements
# Password security
# [[Companionship principle]]
# [[Training]] resources
#* [[Stake clerk]] - every six months in stake priesthood leadership meetings or as needed
#* [http://www.lds.org/pa/display/0,17884,6074-1,00.html Online lessons]
#* MLS help
#* [[Main Page|Clerk wiki]]

== Ward membership clerk ==
# The [[Clerks Overview|importance]] of accurate record keeping
# [[Confidentiality]] and data privacy requirements
# Password security
# Receiving records of new move-ins
# Updating/correcting records of current ward members (ordinances and ordinations, etc.)
# Records of members who move out
# [[Training]] resources
#* [[Ward clerk]] - within 30 days of calling and as needed thereafter
#* [http://www.lds.org/pa/display/0,17884,6074-1,00.html Online lessons] about membership records
#* MLS help and the Membership Policies included there
#* [[Main Page|Clerk wiki]]

== Ward finance clerk ==
# The [[companionship principle]]
# [[Reconciliation]]

== Ward executive secretary ==

[[Category:Unit Administration]]
# Confidentiality of records
# Interview scheduling, Companionship Principle as it applies to interviewing
# Assignment tracking
# Agenda preparation
# Business letters
#* Disciplinary council notifications
# Bishops monthly personal priesthood interview with Stake President
# Military personnel tracking

Training checklists

2011-11-13T16:54:48Z

Mmangum1: /* Ward executive secretary */

All too frequently record keepers learn their responsibilities through a haphazard process of on-the-job trial and error. Below are checklists to ensure that members with record-keeping responsibilities are properly oriented, trained (even "certified", if you like), as qualified to perform their callings well.

The clerk wiki is a valuable resource packed with information, but a newly called clerk needs a guide (a simple lesson plan, really) to navigate the content, moving from basic to more complex concepts, in an order that makes sense. The checklists below could follow the order found in the designs of the [http://www.lds.org/pa/display/0,17884,6074-1,00.html record-keeping and auditing training] on lds.org, but this is not a requirement.

Each item in the checklist should be brief. Do not try to explain policies and procedures here. Simply link from an item in the checklist to the explanation in an appropriate content source (another wiki page, an online lesson, a notice, or some other document). If the explanation isn't available, start a new page for it. As these checklists grow we can create individual pages for each.

== Stake president ==
The purpose of this checklist is to help a stake president understand his record-keeping responsibilities. Review the following topics:
# [[Confidentiality|Confidentiality of records]]
# [[Leaders' responsibilities for record keeping#Stake President's Responsibilities for Record Keeping|The record-keeping responsibilities of the stake president]]
# Delegation of record-keeping responsibilities
#* [[Stake clerk]]
#* [[Assistant stake clerk]]
#* [[Stake technology specialist]]
# On-line training
#* {{TrainingURL|stakepresident}}
#* {{TrainingURL|stakepresmls}}
# Reports and forms the stake president reviews and/or signs
#* [[Quarterly Report]]
#* [[Financial audit|Stake financial audit]]
#* [[Annual financial reporting|Ward Tithing Declaration Reports]]
#* [[Ordinance and Ordination Certificates|Melchizedek Priesthood Ordination Certificates]]
#* [[Annual history]]

== Stake clerk ==
The purpose of this checklist is to help a stake clerk understand his major responsibilities. Review the following topics:
# [[Confidentiality|Confidentiality of records]]
# Four Responsibilities
#* [[Stake clerk#Trainer|Trainer]]
#* [[Stake clerk#Administrator|Administrator]]
#* [[Stake clerk#Record keeper|Record keeper]]
#* [[Stake clerk#Problem solver|Problem solver]]
# On-line training
#* {{TrainingURL|stake_clerk}}
#* {{TrainingURL|intromls}}
# Reports the stake clerk reviews and/or signs
#* [[Membership audit]]
#* [[Annual financial reporting#Stakes|Ward Tithing Declaration Reports]]
#* [[Annual History]]
#* [[Quarterly Report]]

== Stake membership clerk ==

== Stake finance clerk ==
# The [[companionship principle]]
# [[Reconciliation]]

== Stake auditor ==

== Stake audit committee member ==

== Bishop ==
The purpose of this checklist is to help a bishop understand his record-keeping responsibilities. Review the following topics:
# [[Confidentiality|Confidentiality of records]]
# [[Leaders' responsibilities for record keeping#Bishop's Responsibilities for Record Keeping|The record-keeping responsibilities of the bishop]]
# Delegation of record-keeping responsibilities
#* [[Ward clerk]]
#* [[Assistant ward clerk]]
# On-line training
#* {{TrainingURL|bishop}}
#* {{TrainingURL|intromls}}
# Reports and forms the bishop reviews and/or signs
#* [[Quarterly Report]]
#* [[Financial audit|Ward financial audit]]
#* [[Annual financial reporting|Ward Tithing Declaration Report]]
#* [[Ordinance and Ordination Certificates|Aaronic Priesthood Ordination Certificates]]
#* [[Annual history]]

== Ward clerk ==
# The [[Clerks Overview|importance]] of accurate record keeping
# [[Confidentiality]] and data privacy requirements
# Password security
# [[Companionship principle]]
# [[Training]] resources
#* [[Stake clerk]] - every six months in stake priesthood leadership meetings or as needed
#* [http://www.lds.org/pa/display/0,17884,6074-1,00.html Online lessons]
#* MLS help
#* [[Main Page|Clerk wiki]]

== Ward membership clerk ==
# The [[Clerks Overview|importance]] of accurate record keeping
# [[Confidentiality]] and data privacy requirements
# Password security
# Receiving records of new move-ins
# Updating/correcting records of current ward members (ordinances and ordinations, etc.)
# Records of members who move out
# [[Training]] resources
#* [[Ward clerk]] - within 30 days of calling and as needed thereafter
#* [http://www.lds.org/pa/display/0,17884,6074-1,00.html Online lessons] about membership records
#* MLS help and the Membership Policies included there
#* [[Main Page|Clerk wiki]]

== Ward finance clerk ==
# The [[companionship principle]]
# [[Reconciliation]]

== Ward executive secretary ==

[[Category:Unit Administration]]
# Confidentiality of Records
# Interview scheduling, Companionship Principle as it applies to interviewing
# Assignment tracking
# Agenda preparation
# Business Letters
# Disciplinary Council Notifications
# Bishops Monthly Personal Priesthood Interview with Stake President
# Military Personnel Tracking

Training checklists

2011-11-13T16:44:21Z

Mmangum1: /* Ward executive secretary */

All too frequently record keepers learn their responsibilities through a haphazard process of on-the-job trial and error. Below are checklists to ensure that members with record-keeping responsibilities are properly oriented, trained (even "certified", if you like), as qualified to perform their callings well.

The clerk wiki is a valuable resource packed with information, but a newly called clerk needs a guide (a simple lesson plan, really) to navigate the content, moving from basic to more complex concepts, in an order that makes sense. The checklists below could follow the order found in the designs of the [http://www.lds.org/pa/display/0,17884,6074-1,00.html record-keeping and auditing training] on lds.org, but this is not a requirement.

Each item in the checklist should be brief. Do not try to explain policies and procedures here. Simply link from an item in the checklist to the explanation in an appropriate content source (another wiki page, an online lesson, a notice, or some other document). If the explanation isn't available, start a new page for it. As these checklists grow we can create individual pages for each.

== Stake president ==
The purpose of this checklist is to help a stake president understand his record-keeping responsibilities. Review the following topics:
# [[Confidentiality|Confidentiality of records]]
# [[Leaders' responsibilities for record keeping#Stake President's Responsibilities for Record Keeping|The record-keeping responsibilities of the stake president]]
# Delegation of record-keeping responsibilities
#* [[Stake clerk]]
#* [[Assistant stake clerk]]
#* [[Stake technology specialist]]
# On-line training
#* {{TrainingURL|stakepresident}}
#* {{TrainingURL|stakepresmls}}
# Reports and forms the stake president reviews and/or signs
#* [[Quarterly Report]]
#* [[Financial audit|Stake financial audit]]
#* [[Annual financial reporting|Ward Tithing Declaration Reports]]
#* [[Ordinance and Ordination Certificates|Melchizedek Priesthood Ordination Certificates]]
#* [[Annual history]]

== Stake clerk ==
The purpose of this checklist is to help a stake clerk understand his major responsibilities. Review the following topics:
# [[Confidentiality|Confidentiality of records]]
# Four Responsibilities
#* [[Stake clerk#Trainer|Trainer]]
#* [[Stake clerk#Administrator|Administrator]]
#* [[Stake clerk#Record keeper|Record keeper]]
#* [[Stake clerk#Problem solver|Problem solver]]
# On-line training
#* {{TrainingURL|stake_clerk}}
#* {{TrainingURL|intromls}}
# Reports the stake clerk reviews and/or signs
#* [[Membership audit]]
#* [[Annual financial reporting#Stakes|Ward Tithing Declaration Reports]]
#* [[Annual History]]
#* [[Quarterly Report]]

== Stake membership clerk ==

== Stake finance clerk ==
# The [[companionship principle]]
# [[Reconciliation]]

== Stake auditor ==

== Stake audit committee member ==

== Bishop ==
The purpose of this checklist is to help a bishop understand his record-keeping responsibilities. Review the following topics:
# [[Confidentiality|Confidentiality of records]]
# [[Leaders' responsibilities for record keeping#Bishop's Responsibilities for Record Keeping|The record-keeping responsibilities of the bishop]]
# Delegation of record-keeping responsibilities
#* [[Ward clerk]]
#* [[Assistant ward clerk]]
# On-line training
#* {{TrainingURL|bishop}}
#* {{TrainingURL|intromls}}
# Reports and forms the bishop reviews and/or signs
#* [[Quarterly Report]]
#* [[Financial audit|Ward financial audit]]
#* [[Annual financial reporting|Ward Tithing Declaration Report]]
#* [[Ordinance and Ordination Certificates|Aaronic Priesthood Ordination Certificates]]
#* [[Annual history]]

== Ward clerk ==
# The [[Clerks Overview|importance]] of accurate record keeping
# [[Confidentiality]] and data privacy requirements
# Password security
# [[Companionship principle]]
# [[Training]] resources
#* [[Stake clerk]] - every six months in stake priesthood leadership meetings or as needed
#* [http://www.lds.org/pa/display/0,17884,6074-1,00.html Online lessons]
#* MLS help
#* [[Main Page|Clerk wiki]]

== Ward membership clerk ==
# The [[Clerks Overview|importance]] of accurate record keeping
# [[Confidentiality]] and data privacy requirements
# Password security
# Receiving records of new move-ins
# Updating/correcting records of current ward members (ordinances and ordinations, etc.)
# Records of members who move out
# [[Training]] resources
#* [[Ward clerk]] - within 30 days of calling and as needed thereafter
#* [http://www.lds.org/pa/display/0,17884,6074-1,00.html Online lessons] about membership records
#* MLS help and the Membership Policies included there
#* [[Main Page|Clerk wiki]]

== Ward finance clerk ==
# The [[companionship principle]]
# [[Reconciliation]]

== Ward executive secretary ==

[[Category:Unit Administration]]
# Confidentiality of Records
# Coordinate interviews for the members of the Bishopric, particularly the Bishop
# Keep track of assignments made during meetings and make plans to follow up
# Prepare agendas for meetings
# Prepare letters on behalf of the Bishop
# Coordinate with the Stake Executive Secretary for scheduling the Bishops monthly Personal Priesthood Interview

Training checklists

2011-11-13T16:43:10Z

Mmangum1: /* Ward executive secretary */

All too frequently record keepers learn their responsibilities through a haphazard process of on-the-job trial and error. Below are checklists to ensure that members with record-keeping responsibilities are properly oriented, trained (even "certified", if you like), as qualified to perform their callings well.

The clerk wiki is a valuable resource packed with information, but a newly called clerk needs a guide (a simple lesson plan, really) to navigate the content, moving from basic to more complex concepts, in an order that makes sense. The checklists below could follow the order found in the designs of the [http://www.lds.org/pa/display/0,17884,6074-1,00.html record-keeping and auditing training] on lds.org, but this is not a requirement.

Each item in the checklist should be brief. Do not try to explain policies and procedures here. Simply link from an item in the checklist to the explanation in an appropriate content source (another wiki page, an online lesson, a notice, or some other document). If the explanation isn't available, start a new page for it. As these checklists grow we can create individual pages for each.

== Stake president ==
The purpose of this checklist is to help a stake president understand his record-keeping responsibilities. Review the following topics:
# [[Confidentiality|Confidentiality of records]]
# [[Leaders' responsibilities for record keeping#Stake President's Responsibilities for Record Keeping|The record-keeping responsibilities of the stake president]]
# Delegation of record-keeping responsibilities
#* [[Stake clerk]]
#* [[Assistant stake clerk]]
#* [[Stake technology specialist]]
# On-line training
#* {{TrainingURL|stakepresident}}
#* {{TrainingURL|stakepresmls}}
# Reports and forms the stake president reviews and/or signs
#* [[Quarterly Report]]
#* [[Financial audit|Stake financial audit]]
#* [[Annual financial reporting|Ward Tithing Declaration Reports]]
#* [[Ordinance and Ordination Certificates|Melchizedek Priesthood Ordination Certificates]]
#* [[Annual history]]

== Stake clerk ==
The purpose of this checklist is to help a stake clerk understand his major responsibilities. Review the following topics:
# [[Confidentiality|Confidentiality of records]]
# Four Responsibilities
#* [[Stake clerk#Trainer|Trainer]]
#* [[Stake clerk#Administrator|Administrator]]
#* [[Stake clerk#Record keeper|Record keeper]]
#* [[Stake clerk#Problem solver|Problem solver]]
# On-line training
#* {{TrainingURL|stake_clerk}}
#* {{TrainingURL|intromls}}
# Reports the stake clerk reviews and/or signs
#* [[Membership audit]]
#* [[Annual financial reporting#Stakes|Ward Tithing Declaration Reports]]
#* [[Annual History]]
#* [[Quarterly Report]]

== Stake membership clerk ==

== Stake finance clerk ==
# The [[companionship principle]]
# [[Reconciliation]]

== Stake auditor ==

== Stake audit committee member ==

== Bishop ==
The purpose of this checklist is to help a bishop understand his record-keeping responsibilities. Review the following topics:
# [[Confidentiality|Confidentiality of records]]
# [[Leaders' responsibilities for record keeping#Bishop's Responsibilities for Record Keeping|The record-keeping responsibilities of the bishop]]
# Delegation of record-keeping responsibilities
#* [[Ward clerk]]
#* [[Assistant ward clerk]]
# On-line training
#* {{TrainingURL|bishop}}
#* {{TrainingURL|intromls}}
# Reports and forms the bishop reviews and/or signs
#* [[Quarterly Report]]
#* [[Financial audit|Ward financial audit]]
#* [[Annual financial reporting|Ward Tithing Declaration Report]]
#* [[Ordinance and Ordination Certificates|Aaronic Priesthood Ordination Certificates]]
#* [[Annual history]]

== Ward clerk ==
# The [[Clerks Overview|importance]] of accurate record keeping
# [[Confidentiality]] and data privacy requirements
# Password security
# [[Companionship principle]]
# [[Training]] resources
#* [[Stake clerk]] - every six months in stake priesthood leadership meetings or as needed
#* [http://www.lds.org/pa/display/0,17884,6074-1,00.html Online lessons]
#* MLS help
#* [[Main Page|Clerk wiki]]

== Ward membership clerk ==
# The [[Clerks Overview|importance]] of accurate record keeping
# [[Confidentiality]] and data privacy requirements
# Password security
# Receiving records of new move-ins
# Updating/correcting records of current ward members (ordinances and ordinations, etc.)
# Records of members who move out
# [[Training]] resources
#* [[Ward clerk]] - within 30 days of calling and as needed thereafter
#* [http://www.lds.org/pa/display/0,17884,6074-1,00.html Online lessons] about membership records
#* MLS help and the Membership Policies included there
#* [[Main Page|Clerk wiki]]

== Ward finance clerk ==
# The [[companionship principle]]
# [[Reconciliation]]

== Ward executive secretary ==

[[Category:Unit Administration]]
Confidentiality of Records
Coordinate interviews for the members of the Bishopric, particularly the Bishop
Keep track of assignments made during meetings and make plans to follow up
Prepare agendas for meetings
Prepare letters on behalf of the Bishop
Coordinate with the Stake Executive Secretary for scheduling the Bishops monthly Personal Priesthood Interview