Committee Work Plan Cover Sheet - The Coastal Society
Committee Work Plan Cover Sheet - The Coastal Society
Committee Work Plan Cover Sheet - The Coastal Society
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<strong>Cover</strong> <strong>Sheet</strong> for Finance <strong>Committee</strong> <strong>Work</strong> <strong>Plan</strong>Activity Goal WhoBudgetOther <strong>Committee</strong> TimelineResponsibleAssistanceG1O1A1. Outline TCS’sfinancial needs andhistorical trendsDiversified and stablefinancial portfolioJeff Smith $0 None June 2012G1O1A2. Investigatevarious generic and specificinvestment options and theirassociated risks and returnsfor suitability with TCS’sfinancial needs (this mayalso include review andcomparison of other nonprofitfinancial andinvestment policies)G1O1A3. Develop proposedfinancial and investmentpolicyG1O2A1. Identify potentialinvestments that complywith the TCS financial andinvestment policyG1O2A2. Depending oninvestment options,potentially use a portion ofTCS assets to invest as apilot in new option.G1O2A3. Assess therelative increase in TCSannual investment incomeas compared to otheroptions.Diversified and stablefinancial portfolioDiversified and stablefinancial portfolioDiversified and stablefinancial portfolioDiversified and stablefinancial portfolioDiversified and stablefinancial portfolioJeff Smith $0 None June 2012Jeff Smith $0 None June 2012Jeff Smith $0 None June 2012Jeff Smith $0 None June 2012Jeff Smith $0 None December 2012
G2O1A1. Review andbecome familiar with theunified code of accountsG2O1A2. Code and nameexisting accounts to tie/nestwith tax reporting categoriesG3O1A1. Get input andcommitments from TCScommittee chairs andExecutive <strong>Committee</strong> onhow to best integrate budgetplanning into the committeeand Board processG3O1A2. Develop aproposed budgeting processand schedule forimplementation in 2012Diversified and stablefinancial portfolioDiversified and stablefinancial portfolioDiversified and stablefinancial portfolioDiversified and stablefinancial portfolioJeff Smith $0 None September –October 2011Jeff Smith $0 None November 2011Jeff Smith $0 <strong>Committee</strong> Chairs September –October 2011Jeff Smith $0 <strong>Committee</strong> Chairs November 2011G3O1A3. Board adoption ofproposed budgeting processand scheduleDiversified and stablefinancial portfolioJeff SmithTCS Board$0 November 2011
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