LDSTechContributeSelf SupportForumWikiJiraProjects

Training checklists

All too frequently record keepers learn their responsibilities through a haphazard process of on-the-job trial and error. Below are checklists to ensure that members with record-keeping responsibilities are properly oriented, trained (even "certified", if you like), as qualified to perform their callings well.

The clerk wiki is a valuable resource packed with information, but a newly called clerk needs a guide (a simple lesson plan, really) to navigate the content, moving from basic to more complex concepts, in an order that makes sense. The checklists below could follow the order found in the designs of the record-keeping and technology support training on lds.org, but this is not a requirement.

Each item in the checklist should be brief. Do not try to explain policies and procedures here. Simply link from an item in the checklist to the explanation in an appropriate content source (another wiki page, an online lesson, a notice, or some other document). If the explanation isn't available, start a new page for it. As these checklists grow we can create individual pages for each.

Contents

Stake president

The purpose of this checklist is to help a stake president understand his record-keeping responsibilities. Review the following topics:

  1. Confidentiality of records
  2. The record-keeping responsibilities of the stake president
  3. Delegation of record-keeping responsibilities
  4. On-line training
  5. Reports and forms the stake president reviews and/or signs

Stake clerk

The purpose of this checklist is to help a stake clerk understand his major responsibilities. Review the following topics:

  1. Confidentiality of records
  2. Four Responsibilities
  3. On-line training
  4. Reports the stake clerk reviews and/or signs

Stake membership clerk

Stake finance clerk

  1. The companionship principle
  2. Reconciliation

Stake auditor

Stake audit committee member

Bishop

The purpose of this checklist is to help a bishop understand his record-keeping responsibilities. Review the following topics:

  1. Confidentiality of records
  2. The record-keeping responsibilities of the bishop
  3. Delegation of record-keeping responsibilities
  4. On-line training
  5. Reports and forms the bishop reviews and/or signs

Ward clerk

  1. The importance of accurate record keeping
  2. Confidentiality and data privacy requirements
  3. Password security
  4. Companionship principle
  5. Training resources

Ward membership clerk

  1. The importance of accurate record keeping
  2. Confidentiality and data privacy requirements
  3. Password security
  4. Receiving records of new move-ins
  5. Updating/correcting records of current ward members (ordinances and ordinations, etc.)
  6. Records of members who move out
  7. Training resources

Ward finance clerk

  1. The companionship principle
  2. Reconciliation

Ward executive secretary

The purpose of this checklist is to help the Ward Executive Secretary understand his role and responsibilities. Review the following topics:

  1. Confidentiality of records
  2. Interview scheduling, Companionship principle as it applies to interviewing
  3. Assignment tracking
  4. Agenda preparation
  5. Business letters
    • Disciplinary council notifications
  6. Bishops monthly personal priesthood interview with Stake President
  7. Military personnel tracking
  8. Church publications
This page was last modified on 28 October 2012, at 07:33. This page has been accessed 11,822 times.