The role of the Secretary is to act as administrator for the co-op and meetings, and works closely with the Chair.
Our current Secretaries are Haz Horobin-Worley and Arlo Hauser.
Review the register of co-op members, directors and officers (see the action list below)
Coordinate with the Chair to review all policies (inc. Code of Conduct) within a month of before the AGM
Coordinate with Chair in reference to any recruitment or ad-hoc duties
Review access permissions for shared resources - Drive and private Drive folders, gmail, TeamUp, Loomio etc.
Renew co-operative memberships
Annual survey of members
Also be known as the Data Protection Officer
Review all members' physical/digital records and destroy any no longer needed
Ensure new members have access to forum/handbook, and necessary permissions etc.
Remove leaving members from access to forum/handbook etc
Coordinate with Treasurer to send £1 share to any members who cancelled their membership (see below)
Prepare attendance report for General Meeting
Upload minutes from General Meetings & AGM
Check all co-op members are meeting terms of participation
Time Management Notes:
These can be grouped up as a monthly set of tasks.
Add member to the Register
If they are a Director, add to Staff on TeamUp
Adding or removing someone from the members/directors group revokes their access to google drive
add them to Loomio
WhatsApp community
Add them to the Members WhatsApp group
If you would like to, reach out personally by text or email to welcome them and be a point of contact for any questions they have.
Remove them from the Register
Remove them from Teamup, Google Group, Loomio and the Members' WhatsApp chat (as above)
Refund them £1 via TeamUp
Go to the TeamUp Customer List and find their name to navigate to their profile
Click the Payments button and Click "Refund" next to the last payment
Set the refund amount to a custom amount of £1, then click "Process Refund"
Be given induction along with the relevant handbook guides for the tasks above
Be given GDPR/Data Protection training
Do a software induction:
TeamUp
Google Workspace
Loomio/Forum
Admin Access:
TeamUp
Google Workspace
Loomio/Forum