Worker Guide‎ > ‎08 Management‎ > ‎

Monthly Update


There are two reasons we ask you to complete a Monthly Update: 1) We care about you and want to know how you're doing and 2) Accountability. You to us and us to the rest of the Convention. One way we do this is not only through numbers but also through stories. Please answer thoroughly (use proper grammar, capitalization, and punctuation) and know you are talking to a broader audience than just your Supervisor (unless noted in that question).


www.surveymonkey.com/r/monthlyupdate2018-2019        https://www.surveymonkey.com/r/txbsmcontacts        


Due Date
Your Monthly Update is due the last business day of the month.

The Process
Here are the Monthly Update Questions you'll be asked each month, and here are the Contact Report Questions you'll be asked each month.
  1. Ministry Report (everyone)
  2. Contact Report for BSM Staff (everyone)
  3. Financial Report (Directors only, email to texasbsm+financial@gmail.com)
Logging Contacts
Here's a suggestion to help you log your contacts: open the Contact Report on your phone and save it as a bookmark so if you're out and about and want to enter the info after you leave a meeting, just open your phone, click that button and there's the contact report. (We tested this on the iPhone, so if it works differently on Android let us know.)

Financial Statements 
 
If you are responsible for checking, savings, and/or investment accounts, you are required to send a Transaction Report & Bank Statement for each account each month. They should be emailed as attachments to texasbsm+financial@gmail.com and also shared with members of your local committee or advisory board. The Transaction Report must be Excel spreadsheet format and should include the beginning balance, income and expenses from the account, and an ending balance. (If you are having trouble getting Quicken to save an Excel file, here's a short video to show you how to convert the notepad files into Excel files: https://photos.app.goo.gl/8ggLB1g6C3RjFttq9). The Bank Statement can be Excel spreadsheet or PDF format.

The last few years in December we've asked you to send all your financial info for the year. This year we will be collecting that info monthly.  

Please name your files as follows:
YYYY-MM BSM Name Checking Transaction Report
YYYY-MM BSM Name Checking Bank Statement 
YYYY-MM BSM Name Savings Transaction Report
YYYY-MM BSM Name Savings Bank Statement 

For example:
2018-05 Awesome BSM Checking Transaction Report
2018-05 Awesome BSM Checking Bank Statement 
2018-05 Awesome BSM Savings Transaction Report
2018-05 Awesome BSM Savings Bank Statement


Related Information 
Not finding what you are looking for? Try the Annual Report page



© Texas Baptist Student Ministry   |  collegeministry@texasbaptists.org   |   214-828-5250  |  Updated 06/15/2018

http://monthlyupdate.texasbsmstaff.org