LEADERSHIP MANUAL

SEPTEMBER 2015

(Updated August 2018)

TABLE OF CONTENTS

Introduction

 

1. PROJECT/EVENTS ACTION PLANNING

A. Fundamental Action Planning for Major Events/Projects

B. Event Planning Proposal

C. Event Budget

D. Recap of Revenue from Projects held between 2008/2015

E. Solicitation of Musicians/Artists for Events

F. Fundraiser Reservations Handled by Box Office

 

2. PUBLICITY

A. Publicity for Projects Overview

B. Press Release Template

C. The Morning Blend – Taping Tips

D. The Morning Blend – Guest Information Form

E. The Morning Blend – The Big Day – Helpful Hints

F. Press –email list

G. Publication, television distribution List

H. Organizations – Submitted by B. Born

I. Senior Retirement Homes

 

3. SILENT AUCTION INFORMATION

A. Donation Form Template

B. Bid Sheet Template

C. Bid Sheet Template (2)

D. Thank You Letter Template

 

4. SPONSORSHIP INFORMATION

A. Sponsor Application Form

B. Bronze Sponsor $500

C. Silver Sponsor $1000

D. Gold Sponsor $1500

 

5. Liquor License & Guidelines

A. How to obtain a 1- to 3-day temporary Liquor License

B. Instructions for Completing DBPR ABT-6003

C. Guidelines related to Serving Alcohol and Substance Misuse

 

6. MISCELLANEOUS INFORMATION FOR PROJECTS & EVENTS

A. Signage for events

B. Securing Liability Insurance for an Event

C. Guidelines related to Handicapped Individuals and Liability Issues

D. Incident Report

E. Running Time Chart

F. Credit Card Form

G. Long Range Planning Project Contracts

H. 2011 Designer Showcase – Sanctuaries in the Sky Contract
          (Text of contract in Word format)

I. Guidelines for Developing a Designer Showcase – September 2016

J. Designer Showcase – Day Manager Guidelines

K. Designer Showcase – Sign-Up Sheets for Day Manager and Day Workers
(Excel sheet)

L. 2016 Opening Reception Planning Report

 

7. TAX INFORMATION

A. Overview of Tax Forms Used by the Society

B. Sales Tax Form

C. CH1817 Form

D. 501C(3) Income Tax Exemption Form

 

8. JOB DESCRIPTIONS

A. President

B. First Vice President

C. Second Vice President

D. Treasurer

E. Assistant Treasurer

F. Recording Secretary

G. Corresponding Secretary

 

9. RECORD KEEPING AND TRAVEL POLICY

As of 2018, Volunteer Hours records are no longer required

A. Directions for Keeping Volunteer Hours

B. Volunteer Hours Record

C. Commitment to Serve Form

D. Symphony Society Conference Travel Policy

E. Expense Account Form
(Expense form in Excel format)

 

10. MEMBERS OF THE YEAR

A. Planning and Execution Document

 

11. SCHOLARSHIP-EDUCATION COMMITTEE

A. Mission Statement

B. History of Education/Scholarship Committee

C. Musical Scholarship Application

D. Sample Interview Questions for Scholarship Applicants

E. Thank you note from the Scholarship/Education Committee

F. Scholarship Letter to Teachers

G. John Hudson Scholarship Application

 

12. BYLAWS & POLICIES & PROCEDURES

A. By-Laws

B. Policies and Procedures