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Reporter’s Notebook Guidelines on how to fill up the annual report form
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Why? 1. Identify To identify the available resources (manpower, capital, financial resources) of the organization
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Why? 2. Evaluate to evaluate past performance, know the strengths and weaknesses.
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Why? 3. Develop to develop better plans for the coming school year.
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Article VII: The Powers and Duties of the SSG officers Sec. 2: The SSG shall have the following functions and responsibilities n. Turn-over the financial assets, papers, documents, properties, and other responsibilities to the incoming Student Government Officer and, m. Submit financial and accomplishment reports to the school authorities on a monthly basis. Terminal report must be to the school authorities and the incoming SSG officers during the turn-over of responsibilities.
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What is an annual report outline? Systematic presentation of the SSG at the end of the year Summary of accomplishments Follow up of the Action plan Documentationfor the term Serves as transparency between SSG, School Administration and Student Body
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ANNUAL REPORT OUTLINE II. Table of Contents I.Title Page III. Officers’ and Adviser’s Profile IV. Directory of Officers and Adviser V. Approved General Plan ofAction/Submitted General Plan of Action VI. President’s Report VII. Treasurer’s Report VIII. Appendices
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Title Page
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ANNUAL REPORT OUTLINE II. Table of Contents I.Title Page III. Officers’ and Adviser’s Profile IV. Directory of Officers and Adviser V. Approved General Plan ofAction/Submitted General Plan of Action VI. President’s Report VII. Treasurer’s Report VI. Appendices
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Table of Contents Indicates the specific contents and in what specific page they are found
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ANNUAL REPORT OUTLINE II. Table of Contents I.Title Page III. Officers’ and Adviser’s Profile IV. Directory of Officers and Adviser V. Approved General Plan ofAction/Submitted General Plan of Action VI. President’s Report VII. Treasurer’s Report VI. Appendices
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Officers and Adviser’s Profile
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ANNUAL REPORT OUTLINE II. Table of Contents I.Title Page III. Officers’ and Adviser’s Profile IV. Directory of Officers and Adviser V. Approved General Plan ofAction/Submitted General Plan of Action VI. President’s Report VII. Treasurer’s Report VI. Appendices
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Directory of Adviser’s and Profile
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ANNUAL REPORT OUTLINE II. Table of Contents I.Title Page III. Officers’ and Adviser’s Profile IV. Directory of Officers and Adviser V. Approved General Plan ofAction/Submitted General Plan of Action VI. President’s Report VII. Treasurer’s Report VI. Appendices
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Approved General Plan of Action (Submitted General Plan of Action) This part of the report includes a list of proposed Projects, Programs and Activities to be implemented for the whole school year.
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Indicate in the second column the nature of the project whether it is academics, networking, advocacy, social involvement, recreation and leisure.
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ANNUAL REPORT OUTLINE II. Table of Contents I.Title Page III. Officers’ and Adviser’s Profile IV. Directory of Officers and Adviser V. Approved General Plan ofAction/Submitted General Plan of Action VI. President’s Report VII. Treasurer’s Report VIII. Appendices
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President’s Report Consists of two parts – Summary of Accomplishments – Compilation of Supporting Documents The part may be called as President’s reportbut the other officers are also needed to complete this part of the annual report.
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Summary of Projects Implemented Note that the table must include projects that – were accomplished but not on the action plan – were on the action plan but not executed Projects can be arrange according to its nature for the report to appear more organized.
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Compilation of Supporting Documents The secretary must have the copies of the minutes, resolutions, project proposals and other important files. Feedback from the officers after each event or evaluations must also be collated.
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Compilation of Supporting Documents This part must include the copies of: – The project proposal – project approval – post narrative report
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Compilation of Supporting Documents For each project, include: – sample programme/invitation – posters/announcements – At least 5 event pictures (with caption) – attendance – evaluation of the activity
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ANNUAL REPORT OUTLINE II. Table of Contents I.Title Page III. Officers’ and Adviser’s Profile IV. Directory of Officers and Adviser V. Approved General Plan ofAction/Submitted General Plan of Action VI. President’s Report VII. Treasurer’s Report VIII. Appendices
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Treasurer’s Report Four parts of the Treasurer’s Report – Statement of Cash Flow (for one year) – Statement of Cash Flow (per quarter) – Liquidation Report (per project) – Copies of the official receipts
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Statement of Cash Flow (for one year) This should include cash INFLOW, cash OUTFLOW and cash NET FLOW.
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Statement of Cash Flow (for one year) Cash Inflow – money that the organization received from projects, sponsors, and/or solicitation. Cash Outflow – money paid by the organization for the projects. Net FLOW = Cash Inflow- Cash Outflow
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More on treasurer’s report Cash flow reporting must show the continuous flow of the funds from one period after another (e.g. net cash flow from the previous SSG Officers as forwarded balance)
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Statement of Cash Flow (per quarter) This should include cash INFLOW, cash OUTFLOW and cash NET FLOW.
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Liquidation Report (per project) This will include approved budget, actual expense, and excess cash.
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Copies of the official receipts To follow each project liquidation report Purpose – To support the stated expenses
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Specific tasks… The TREASURER must: – take note of every expenses made – keep the receipts for compilation – Do the accounting
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Specific tasks… The AUDITOR must: – Counter check the liquidation reports OTHER OFFICERS must: – Make sure to hand over the receipts – Report the right amount of expenses
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ANNUAL REPORT OUTLINE II. Table of Contents I.Title Page III. Officers’ and Adviser’s Profile IV. Directory of Officers and Adviser V. Approved General Plan ofAction/Submitted General Plan of Action VI. President’s Report VII. Treasurer’s Report VIII. Appendices
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Appendices This part includes: – Organizational Achievements – Individual Officer Recognition
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Activity Time!!!
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POSSIBLE ANSWERS
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Complete the Approved General Plan of Action (Table) Project Title and Theme Title: Stepping Up as One Theme: Military Theme Nature of Project Advocacy, networking
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Complete the Approved General Plan of Action (Table) Date and Venue Wowoweeschool grounds, July 26, 2010 Main Objective(s) - To develop the leadership skills of the participants -To promote unity amongst the student leaders
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Complete the Approved General Plan of Action (Table) Collaboration AteneoStudent Trainers Target Participants 55 student council officers, class officers and club officers
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Complete the Approved General Plan of Action (Table) Project Cost Php10000 Evaluation Tool Evaluation forms
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Complete the President’s report (Table) Date and Venue Wowoweeschool grounds, July 26, 2010 Project Title and Theme Title: Stepping Up as One Theme: Military Theme
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Complete the President’s report (Table) Project Highlights Leadership talks and workshops Nature of the Project Networking, advocacy
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Complete the President’s report (Table) Budget Used Php 10000 Source of Budget Participation fee = (55*200) = 11000
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Cash Inflow/s: Participant’s fee Cash Outflow/s: payment for food facilitator’s and volunteer’s fee
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CONGRATULATIONS! You now know how to fill the Annual Report Form!
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