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COMMITTEE GOALS and DIRECTIONS FOR 2002
(* = Standing Committee)

The following goals and directions are guidelines and should be reviewed, expanded on or altered and if complete, be incorporated into the ByLaws and as part of the strategic plan for 2002:


AUDIT – At the beginning of each year the audit committee will review the books of the past treasurer. GOAL: Two criteria are to be met. One – the books must show the action items voted on as completed, and two – the books should be reviewed for complete and accurate accounting practices. All general journal entries should be annotated. Report should be made to the membership at the next meeting and through the newsletter. REPORTS TO PRESIDENT

AWARDS – Creates the criteria for receiving reimbursement for educational classes. Distributes funds earned at the general membership meetings three times a year to those who meet the criteria. Sets dollar amount to be given with approval of budget and finance and the State Treasurer. GOAL: Distributes the maximum number of scholarships possible in a given year. Makes sure application form is available on line. REPORTS TO PRESIDENT ELECT

*BYLAWS – Continued reviews and updateing of bylaws and standing rules to conform to National and to make changes as the State needs dictate. GOAL: Make sure all filings and notices are done and reported in a timely manor. REPORTS TO PRESIDENT

CREDENTIALS - Create sign in forms to include adequate information for determining membership status. GOAL: Make sure all members who are in attendance have signed in for each segment of the meetings. Direct those who sign in to go to the Finance and Budget Table for payment and registration. Provide the President with a list of VIPs who have signed in – no later than the start of the meeting. Please note – your table will be moved inside the door and the doors will be closed promptly at the meeting start time – This will be your responsibility. Late arrivals will sign in with you inside the meeting place. REPORTS TO TREASURER

*EDUCATION AND PROGRAMS – Seek out and obtain top quality speakers on important issues with relevance to Real Estate Business and Education. Use budgeted funds as appropriate and to capture an otherwise unobtainable speaker.

GOALS: To provide dynamic educational programs that adhere to the mission statement. REPORTS TO SECRETARY

EXPO TASK FORCE – Coordinating WCR’s booth at the annual CAR expo. Coordinate a raffle well in advance to raise funds for the cost of the booth at the expo. Coordinate and schedule WCR members to man the booth. Attract new members at the booth during expo. Coordinate information left from prospective members and forward it to the Membership committee.

*FINANCE AND BUDGET- Review budget & actual expenses and make recommendations to the Treasurer. Review committee requests and make recommendations to the Treasurer. Collect money at the door at any event that requires check in. GOAL: Make sure money matches attendance. REPORTS TO TREASURER

HOSPITALITY – Execute planning and delivery of Presidential Hospitality suite in

Sacramento, Hollywood, and Long Beach within the budget. GOAL: Provide and distribute designation ribbons for all the following categories: Guest, Speaker, Sponsor, First Time Attendee, and name tags for all. Mingle with membership at all meetings and events to help make introductions. Arrive a minimum of 30 minutes prior to any meeting. REPORTS TO PRESIDENT ELECT

MEETING PLACE PLANNING – Contacts hotels where meetings are scheduled to take place. GOAL: Makes sure rooms are secured and meals are planned with the best cost to the members as the primary objective. Once at a function, makes sure that a timely delivery of required meals is met and that the rooms are set up as planned. Reports costs to treasurer for publication in reservation forms. Reports to the hotel an appropriate number of attendees in a timely manor. Establishes a cut off for reservations and a back up plan for any miscommunication at the hotel level. REPORTS TO PRESIDENT

MEMBER OF THE YEAR – Held by the previous member of the year. Creates and receives applications from the State Members. GOAL: Reviews qualifications and chooses candidate via voting of committee that most closely matches or exceeds criteria set by National. Orders a plaque to be presented at the first meeting of the year. Reports winner to National and to Newsletter for second issue (with picture and article). REPORTS TO PRESIDENT

*MEMBERSHIP – GOALS: Research ways to improve member retention, to increase recruitement of new members and to create new chapters. Locate areas where new chapters are possible and report to Governor for approach. Contact Real Estate Boards in writing and by phone to communicate our presence and value. Introduce the Governor or Line Officer closest and request a meeting. Call all members at large prior to each state meeting to inform them of the event and encourage them to participate and bring a non-member realtor guest. Look for groups of 10 or more members at large who are close to each other & who could start a chapter. REPORTS TO PRESIDENT

NEWSLETTER – Creates interesting, educational and timely documentary to be distributed to all members. Publishes via email a minimum of 3 times a year. Distributes at least one month prior to all state meetings. Email notice to all members that newsletter is available and on website. GOAL: Works with technology to insure web site publication. Sets criteria and pricing for member advertising on-line. Works with in budget. REPORTS TO SECRETARY

NOMINATING – Creates and provides applications for and criteria for candidates for the line officer positions of Secretary, Treasurer, & President Elect. and Governor. Interviews all candidates for positions open to insure that candidates meet the set criteria for the positions being applied for. GOAL: Puts forth the names of all qualified applicants to the membership for a elections in a timely manor. REPORTS TO PRESIDENT

PINNACLES – Chooses committees with outstanding contributions and guides them in the submission of a Pinnacle award application. GOAL: Makes sure the application reaches National in a timely manor and in the correct and complete format. REPORTS TO SECRETARY

*STRATEGIC PLANNING – GOALS: Set a 3-year and a 5-year strategic plan into play in the year 2002 to cover the following 3-5 years. Set communications criteria, budgetary & reserve criteria, membership criteria and a general plan for future leadership. REPORTS TO PRESIDENT BUT INCLUDES LINE OFFICERS AND ALL GOVERNORS.

WAYS & MEANS – Creates new and fun ways to earn additional funds through out the year. Uses all resources both inside and out to do so. Involves Local Chapters.

GOAL: generate a minimum of $1000 per meeting starting at the first meeting of the year. REPORTS TO TREASURER

WEBSITE - Updates collects, communicates and posts a portion of the web updates monthly. GOAL: Provide faster gathering of information and posting for a more complete and up to date web site. Works with web master. New User Technology will keep the membership informed of the latest and greatest technology for use in Real Estate. Attain and maintain updated roster photos. GOAL: Create monthly on line short articles – give update presentations at each meeting. REPORTS TO SECRETARY

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