Please check off and get initialed as completed and return to Executive Director 

Getting started

Bookkeeping 

� 1. Letter of hire

� 1. Emergency notification

� 2. Job description

� 2. W-4 forms

� 3. Review of Personnel Policies

� 3. INS forms

� 4. Establish date for 3 month review

� 4. Kaiser/medical coverage

� 5. Employee car insurance

YWCA Background and Policies

� 6. Petty cash procedures

� 1. Board/Staff book

� 7. Deductions (optional) United Way/Other

� 2. Mission        

� 8. Time sheets

� 3. Imperative: origins, Mid-Peninsula YW's action

� 9. Mileage sheets

� 4. Board/Committee organization

� 10. Due dates for payroll

� 5. Staff organization charts

� 11. Check requests

� 6. Board/staff rosters/biographies

� 7. Public Policy on issues: education, approval, action

� 8. United Way policies

� 9. Fund raising policies

� 10. What to clear with the Exec. Dir.

� 11. Historical video 

Office Procedures

Programs

� 1. Front office � work requests, phone messages, forms

� 1. Introduction to total programs offered (printed)

� 2. In and Out Office Board

� 2. Mini-visits with seven core program directors:

� 3. Business Cards

� RCC

� 4. Office supplies

� CAPP/TAPP

� 5. Safety Manual

� APP

� 6. Telephone system/voice mail

� Classes

� 7. Computer system

� Multicultural

� Child Care

Building and Grounds

� Women Entrepreneurs

� 1. Building lockup and security

� 3. Publicity/Promotion 

� 2. Building use and policies

� 3. Red book � room sign-ups /cancellations

� 4. Building map/YWCA location map

� 5. Emergency fire extinguishers

� 6. Emergency procedures