Victor Brooks is the Finance Committee Officer for 1993. His responsibilities include monitoring association funds, coordinating an annual audit, providing financial reports and advice, recommending and balancing the annual budget. In past years, he developed an effective budget process and established an automated financial reporting system. Areas for improvement include improving committee communications and participation. Recommendations include soliciting new committee members, improving computer literacy, and prioritizing procurement of a training center.

1. 1993 PLANNING
OFFICE: Finance Committee
OFFICER: Victor James Brooks
OFFICE RESPONSIBILITIES:
1 - Monitor the receipts and disbursements of the
Association funds to assure conformance with the budget
approved by the Executive Committee.
2 - To assist in identifying and support fund-raising
activities for the Association.
3 - Coordinate the audit of all financial records with a
legitimate accounting agency or individual annually.
4 - Provide financial reports, advice and counsel to the
Association as required.
5 - Recommend a consolidated annual budget and revenue
forecast to the Executive Committee.
6 - Submit an annual budget to the Board of Directors for
approval prior to the start of the new fiscal year.
7 - Review and analyze budget and revenue forecasts from all
Operating Committees of the Association.
8 - Balance budget and revenue forecasts through
negotiations with Operating Committees of the Association
as necessary.
PAST YEAR ASSESSMENT: (for your area of responsibility and others)
Area/s of Strength
1 - Developed an effective budget process which allowed for
the coordination of all committee's annual operating
budgets.
2 - Established an automated transfer (via Local Bulletin
Board) process of the chapter's financial transactions,
so that all required financial reports could be
generated.
Areas of Potential Improvement
1 - Improve communications with committee members by
consistently holding monthly meetings.
2 - Improve communications with the Treasurer for settling
the chapter's financial accountabilities.
3 - Improve the committee's team participation by soliciting
more individual to join the committee.
4 - To follow through on committee assigned tasks to ensure
that they've been completed on time.
RECOMMENDATIONS:

2. 1 - Assist in soliciting uncommitted members for my
committee.
2 - Improve computer literacy throughout the association for
members that don't possess computer skills.
3 - Prioritize the procurement of a training center.

3. 1993 OPERATING PLAN
OFFICE: Finance Committee
OFFICER: Victor James Brooks
MAJOR RESPONSIBILITIES:
1 - Monitor the receipts and disbursements of the
Association funds to assure conformance with the budget
approved by the Executive Committee.
2 - Coordinate the audit of all financial records with a
legitimate accounting agency or individual annually.
3 - Provide financial reports, advice and counsel to the
Association as required.
4 - Recommend a consolidated annual budget and revenue
forecast to the Executive Committee.
5 - Submit an annual budget to the Board of Directors for
approval prior to the start of the new fiscal year.
6 - Review and analyze budget and revenue forecasts from all
Operating Committees of the Association.
7 - Balance budget and revenue forecasts through
negotiations with Operating Committees of the Association
as necessary.
8 - To assist in identifying and support fund-raising
activities for the Association.

4. 1993 OPERATING PLAN
OFFICE: Finance Committee
OFFICER: Victor James Brooks
Responsibility #: 1
Responsibility Name: Monitor Association Receipts
Description:
Monitor the receipts and disbursements of the
Association funds to assure conformance with the budget
approved by
Resources Needed:
Treasurer, Bulletin Board System, Personal Computer,
Communication Software, Computer Supplies.
Work Start Date: 01/01/93 Work End Date: 12/31/93
Estimated Cost Breakdown:
Computer Supplies (Paper) $20.00 12/31/93
Total Expense $20.00
Other Comments: N/A

5. 1993 OPERATING PLAN
OFFICE: Finance Committee
OFFICER: Victor James Brooks
Responsibility #: 2
Responsibility Name: Annual Audit Financial Records
Description:
Coordinate the audit of all financial records with a
legitimate accounting agency or individual annually.
Resources Needed:
Treasurer, Outside Accountant, Bulletin Board System,
Personal Computer, Communication Software.
Work Start Date: 01/01/93 Work End Date: 12/31/93
Estimated Cost Breakdown:
Accountant (Annual Review) $200.00 12/31/93
Total Expense $200.00
Other Comments: N/A

6. 1993 OPERATING PLAN
OFFICE: Finance Committee
OFFICER: Victor James Brooks
Responsibility #: 3
Responsibility Name: Financial Reports & Advice.
Description:
Provide financial reports, advice and counsel to the
Association as required.
Resources Needed:
Treasurer transaction file, Bulletin Board System, Personal
Computer, Communication Software, Computer Paper.
Work Start Date: 01/01/93 Work End Date: 12/31/93
Estimated Cost Breakdown: N/A
Other Comments: N/A

7. 1993 OPERATING PLAN
OFFICE: Finance Committee
OFFICER: Victor James Brooks
Responsibility #: 4
Responsibility Name: Produce & Balance Annual Budget
Description:
Recommend a consolidated annual budget and revenue
forecast to the Executive Committee.
Resources Needed:
Treasurer, Committee Chairs, Bulletin Board System, Personal
Computer, Communication Software.
Work Start Date: 01/01/93 Work End Date: 12/31/93
Estimated Cost Breakdown:
Budget Distribution $10.00 01/31/93
Total Expense $10.00
Other Comments: N/A

8. 1993 OPERATING PLAN
OFFICE: Finance Committee
OFFICER: Victor James Brooks
Responsibility #: 5
Responsibility Name: BOD Budget Approval
Description:
Submit an annual budget to the Board of Directors for
approval prior to the start of the new fiscal year.
Resources Needed:
Committee Chairs, Bulletin Board System, Personal Computer,
Communication Software & Supplies.
Work Start Date: 09/01/93 Work End Date: 12/31/93
Estimated Cost Breakdown:
Budget Distribution $10.00 01/31/93
Total Expense $10.00
Other Comments: N/A

9. 1993 OPERATING PLAN
OFFICE: Finance Committee
OFFICER: Victor James Brooks
Responsibility #: 6
Responsibility Name: Review & Analyze Budget
Description:
Review and analyze budget and revenue forecasts from all
Operating Committees of the Association.
Resources Needed:
Committee Chairs, Bulletin Board System, Personal Computer,
Communication Software & Supplies.
Work Start Date: 09/01/93 Work End Date: 12/31/93
Estimated Cost Breakdown: N/A
Other Comments: N/A

10. 1993 OPERATING PLAN
OFFICE: Finance Committee
OFFICER: Victor James Brooks
Responsibility #: 7
Responsibility Name: Balance Budget
Description:
Balance budget and revenue forecasts through
negotiations with Operating Committees of the Association
as necessary.
Resources Needed:
Committee Chairs, Bulletin Board System, Personal Computer,
Communication Software & Supplies.
Work Start Date: 09/01/93 Work End Date: 12/31/93
Estimated Cost Breakdown: N/A
Other Comments: N/A

11. 1993 OPERATING PLAN
OFFICE: Finance Committee
OFFICER: Victor James Brooks
Responsibility #: 8
Responsibility Name: Assist With Fund-Raising
Description:
Assist in identifying and support fund-raising activities for
the association.
Resources Needed: N/A
Work Start Date: 01/01/93 Work End Date: 12/31/93
Estimated Cost Breakdown:
Other Comments: N/A

12. 1993 OPERATING PLAN
OFFICE: Finance Committee
OFFICER: Victor James Brooks
Responsibility #:9
Responsibility Name: Rebuild the Finance Committee Budget Process
Description:
Solicit new members for the Finance Committee and hold
regular monthly meetings.
Resources Needed: N/A
Work Start Date: 01/01/93 Work End Date: 12/31/93
Estimated Cost Breakdown:
Other Comments: N/A

13. 1993 OPERATING PLAN
OFFICE: Finance Committee
OFFICER: Victor James Brooks
Responsibility #: 10
Responsibility Name: Document The Budget Process
Description:
Document the budget process and turn the all software over to
the automation committee.
Resources Needed: N/A
Work Start Date: 01/01/93 Work End Date: 12/31/93
Estimated Cost Breakdown:
Other Comments: N/A

14. 1993 OPERATING PLAN
OFFICE: Finance Committee
OFFICER: Victor James Brooks
Responsibility #: 11
Responsibility Name: Automate Budget Process
Description:
Completely automate the budget process via utilizing the
bulletin board & other.
Resources Needed:
Committee Chairs, Bulletin Board System, Personal Computer,
Communication Software & Supplies.
Work Start Date: 01/01/93 Work End Date: 12/31/93
Estimated Cost Breakdown: N/A
Other Comments: N/A

15. 1993 OPERATING PLAN
OFFICE: Finance Committee
OFFICER: Victor James Brooks
Responsibility #: 12
Responsibility Name: Training Center Procurement
Description:
Continue to assist in the initiative of find a permanent
building to house an office & training center.
Resources Needed:
Committee Chairs, Bulletin Board System, Personal Computer,
Communication Software & Supplies.
Work Start Date: 01/01/93 Work End Date: 12/31/93
Estimated Cost Breakdown: N/A
Other Comments: N/A

16. 1993 OPERATING PLAN
OFFICE: Finance Committee
OFFICER: Victor James Brooks
Responsibility #: 13
Responsibility Name: Training Center Pricing Structure
Description:
Assist in developing a cost structure for charging non-
members fees for workshops & program Meetings..
Resources Needed:
Committee Chairs, Bulletin Board System, Personal Computer,
Communication Software & Supplies.
Work Start Date: 01/01/93 Work End Date: 12/31/93
Estimated Cost Breakdown: N/A
Other Comments: N/A