[SchoolFinance] List of tasks?

Sherry Moody smoody at mcst8.org
Thu Apr 11 08:37:18 EDT 2024


Hi Dawn,

I keep a very "simple" excel spreadsheet with a tab for each month at the
bottom. You are welcome to it if that tracking method would work for you.

Others may have a better way!

Sherry
----
Sherry Moody, Business Mgr
Mid-Coast School of Technology
1 Main Street
Rockland, ME 04841
(207) 594-2161
www.mcst8.org


On Thu, Apr 11, 2024 at 8:25 AM Dawn Blanchard <dblanchard at brunswicksd.org>
wrote:

> Does anyone have a 'list of tasks' that should be completed monthly,
> quarterly, annually?  For both finance and human resources? As a new
> director, with a new staff, it would be great to have a list of things to
> review to ensure we don't miss out on big items---I know some things are
> specific to district procedures, but as we create our list, it would be
> great to have a starting place.
>
> Thanks in advance.
>
>
> *~Thanks,*
>
> Dawn Blanchard
>
> Director of Personnel & Finance
>
> she/her/hers
>
> (207)-319-1950
> dblanchard at brunswicksd.org
> www.brunswicksd.org
>
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