General
Programs
Hosting & Logistics
Purpose:
To operationalize the work of being a Place for those called by the responsibility and transformative potential of these times.
-
Calendar Architect
for Multi-day Heartland programmingPurpose:
Maintaining calendar of programs, events and staff land and building needsDomains:
- Calendar of events and site activities
Accountabilities:
- Scheduling groups on our calendar
Purpose:
Sensing, sourcing, and developing purpose-aligned programs
-
Campus Tours
Purpose:
Interested individuals and groups are guided to understand the Whidbey Institute's campus and facilitiesAccountabilities:
- There are no accountabilities defined for this role.
-
Accountabilities:
- Responding to all new program inquiries
- Discerning purpose alignment and good fit with new programs
- Forwarding purpose-aligned, well-fitting program inquiries to @Contract Administrator and @Calendar Architect
- Integrating advice from Program Development Circle into decisions on which new programs are selected for scheduling.
Purpose:
Creating a hospitable, nourishing, safe, and easy flowing experience for program leaders, participants and visitors
-
Accountabilities:
- Forwarding all client contract-related logistic details to concerned roles (via Google Cal, Smartsheet, emails)
- Tracking and collecting payments
- Checking in with clients regarding upcoming events
- Collecting data to prepare final invoicing after events
- Sending final invoice to clients
- Modifying contracts as directed by @Calendar Architect
- Discerning continued fit and creating all programmatic contracts for returning programs
- Signing all program and rental contracts
- Optimizing group scheduling with @Calendar Architect
- Working with @Calendar Architect to design agreements for new programs
- Completing monthly financial close with @Bookkeeper
-
Accountabilities:
- Providing registration reports to program leaders
- Stewarding registrant experiences
- Sending welcome emails to registrants
- Assigning lodging
- Recording offline registration payments
- Handling overdue payment for registrations
- Alerting @Bookkeeper and @Database Adminstrator roles when registration is complete and ready for financial close
- Alerting @Undefined_Role when nametag printing and stuffing will be needed, with adequate lead time