Programs
Purpose:
Sensing, sourcing, and developing purpose-aligned programs
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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.
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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.
- Maintaining ongoing relationships with program leaders
- Leading role: Deciding any customizations to any pricing or booking policies
- Leading role: Coordinating which team member holds which intakes
Purpose:
To create and nurture symbiotic relationship with community
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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
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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
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Accountabilities:
- Facilitating the Circle’s regular Tactical Meetings
- Facilitating the Circle’s Governance Process
- Triggering new elections for the Circle’s elected Roles after each election term expires
- Auditing a Sub-Circle’s meetings and records on request and declaring a Process Breakdown if one is discovered