Business Whangaparaoa Standard Operating Procedures

Online version of the Business Whangaparaoa Manual - pdf version | word version

Business Whangaparaoa Key Contacts

Day to Day Management

• Grant Funding Applications and Accountability Reporting - Step by step guide to filing an Auckland Council funding application and subsequent accountability reporting
• Monthly Meeting Management - Set up of Agenda and Reports for each Executive meeting, sending, meeting day and minute reporting after
• New or Role Change Executive Committee Member Procedure - When you want to change or introduce a new Executive Committee Member
• AGM - Sorting, sending notices, preparing paperwork, running and filing Financials
• Local Board Presentation - Booking, templates
• Xero Management - Alongside the Treasurer
• Email Management
• Social Media Management
• General Management - Insurance, accounts, company filings, etc

Event Management

• Network event set up and management - From set up, speaker seeking to final reporting. As step by step guide to running a network event
• General event set up and management - From set up, speaker to final reporting. A step by step guide to general events
• Buy Local Campaign set up and management - From concept and running to finalising draw and distribution of prizes
• Giant Family Fun Days set up and management - Booking, advising businesses, permissions and running
• Christmas Casual Networking - Booking, inviting, sorting drink vouchers, enjoying!!
• Meet the Candidates – only held in any local board/Council or general election years
• Town Centre Meet Ups - If you wish to hold these for businesses within one of our specified local districts (Red Beach, New World Shopping District, Karepiro District, Coast Plaza District, Manly Village, Gulf Harbour)

Member Information and Management

• New Member Creation - Use this guide to set up a new member
• New Member Checklist - The checklist that is linked in the new member report to "Get the best out of your membership"
• Cancellation of Membership - Use this guide to close a member
• Member Annual Care Procedure - To aim for member retention over the year

Website Management

• Website Management
• Website Page Editing Blocks List
• Adding a Member check-in Automation on renewal
• Creating Forms and Payment Links
• Creating a Newsletter