1 NY3 District Coordinator Meeting November 8-9, 2010 District Coordinator Guide Background Responsibilities Workload Feedback

2 NY3 District Coordinator Meeting November 8-9, 2010 Background – Gwen Williams  DC Guide authored by 3 State Coordinators  Art Welch of Virginia  Bill Fritschen of Kansas  Dick Cramer of Georgia  Reviewers  Three Oregon DCs  Two California DCs  One California RC  One DC each from Louisiana, Florida, Mississippi, Minnesota, and Iowa

3 NY3 District Coordinator Meeting November 8-9, 2010 DC Guide - Content  Responsibilities  Team Organization & Duties  Tasks & Responsibilities  Sample District Plan  Sample LC Meeting  Sample Calendar  Recruiting Role

4 NY3 District Coordinator Meeting November 8-9, 2010 District Management Team District Coordinator  Local Coordinators  Administrative Coordinator  Communication Coordinator  Technology Coordinator  Training Coordinator

5 NY3 District Coordinator Meeting November 8-9, 2010 DC Workload Feedback Median 324 hours

6 NY3 District Coordinator Meeting November 8-9, 2010 DC Responsibilities Responsibilities  Recruit /Train DMT members and Local Coordinators  Coordinates Instructor training w/TrS  Assures Policy compliance: Admin Security, Expense  Official point of contact: SMT, IRS, SPEC, SC, Natl Office DC Feedback  Upgrade administrative, management skills of local coordinators  DMT teamwork

7 NY3 District Coordinator Meeting November 8-9, 2010 AC Responsibilities Responsibilities  Collect info and develop report on sites, volunteers, activity  Distribute info to ADS, DMT, LCs as needed  Works w/TC on equip allocation and inventory reporting DC Feedback  Need to recruit people with administrative and computer application skills.  Ability to download volunteer and site information in excel format to customize reports.

8 NY3 District Coordinator Meeting November 8-9, 2010 CC Responsibilities Responsibilities  Recruit & Retain Volunteers  Asst PVC in processing of new applicants.  Est. relationships w/local media  Asst in development of Partner programs, site selection.  Asst in promoting donations of equipment and funds DC Feedback  Must have authority to speak for the DC otherwise slows down decision making.  Partner with others (e.g. UW; CA$H) to aid in advertising promotion.

9 NY3 District Coordinator Meeting November 8-9, 2010 TC Responsibilities Responsibilities  Identify equipment needs and maintain inventory  Assists in HW/SW installation & upgrades  Assists LCs in proper ERO procedures  ERO Training  Ongoing technical support DC Feedback  IRS Computers shipped ready to use  Recruit volunteers w/technical and Taxwise skills  Recruit volunteers w/networking skills

10 NY3 District Coordinator Meeting November 8-9, 2010 TrC Responsibilities Responsibilities  Assists in recruitment and selection of instructors  Instructor Training & Certification  Use of euipment for training  Monitors instruction  Directs testing procedures and schedules  DC Feedback  Almost all of these responsibilities have been delegated

11 NY3 District Coordinator Meeting November 8-9, 2010 Conclusion Recruit Train Delegate