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 programming

    Purpose:

    Maintaining calendar of programs, events and staff land and building needs

    Domains:

    • 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 facilities

    Accountabilities:

    • There are no accountabilities defined for this role.
  • Program Inquiries

    Purpose:

    Welcoming purpose-aligned programs

    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
  • Contract Administrator

    Purpose:

    Unspecified

    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
  • Registrar

    Purpose:

    Successfully hosting registration for applicable programs

    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