Task

By Who?

By When?

Prepare a financial report and get the accounts audited or reviewed
see Audit Help and Section 11 of the Treasurer’s Handbook.

Treasurer

Reviewer report must be signed at least 2 weeks before AGM

Prepare for the AGM (notice to members, reports, call for nominations)
See AGM Information Sheet and preparation checklist.

Secretary & President

2-3 weeks before AGM (but check your constitution)

Prepare handover notes and files for new committee
See Handing Over for tips and templates to quickly create useful handover notes.

All Committee Members

AGM

After the AGM (Feb - May)

Ensure you get a good handover from the previous person in your role
See Handing Over for tips and templates to quickly create useful handover notes

All Committee

ASAP after the AGM

Report to Government on last year's activities
See Reporting to Government.

Secretary

Before end June to avoid fees

Complete Council’s Office Bearers’ Form so we have up to date membership details
Complete online.

Secretary

ASAP after the AGM

Change signatories on the P&C’s bank accounts to reflect the new committee.
See Section 6 of our Treasurer’s Handbook and tips in this article.

Treasurer to coordinate

ASAP after the AGM

Get help with your new role
Attend Council Workshops, browse our online resources, or contact our office any time.

All Committee Members

Workshops usually in May

Mid-year

Arrange insurance
(fill out renewal/declaration forms to detail your needs, then pay invoice)
See Section 13 of the Treasurer’s Handbook.

 Treasurer                     

Renewal forms due 31 May
Pay by 30 June

Pay Council Membership (invoice sent June)
See more about membership.

Treasurer

Pay by 31 July