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Documenting Procedures and Future Workflows

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Summary

The speaker outlines the process for handling exempt filings and the necessity of standard operating procedures (SOPs). The meeting focuses on establishing documentation for current workflows and planning future tasks, including the creation of a fund workbook.

Documenting Procedures and Future Workflows

Highlights

Exempt Filing ProcessPart 1

  • The current process involves inputting information into a control list.

  • Data is then transferred to an Excel file for BLG.

  • The file is sent to BLG lawyers who provide the necessary filing forms for review.

Establishing SOPsPart 2

  • New SOPs are required for current tasks, which will be discussed in the upcoming Thursday meeting.

  • Detailed notes from the training meeting are necessary to draft these SOPs.

  • The goal is to document current workflows, including the procedure for removing employees.

Future Project: Fund WorkbookPart 3

  • A new workbook will be created in Excel to track funds.

  • The workbook will include fund details, distributions, percentages, redemptions, timings, penalties, and commissions.

  • The workbook needs to be completed by the end of September.

Meeting Documentation and IR CalendarPart 4

  • The team is exploring apps or websites (like Microsoft Teams or Outlook) to automatically generate meeting notes.

  • The IR calendar needs to be updated to reflect recent changes in the department.

  • A separate meeting will be scheduled to review monthly requirements for the IR calendar.

Action ItemsPart 5

  • Elena will book time with the speaker to walk through the control list process.

  • The speaker will prepare a draft SOP for exempt filings by Monday, September 21st, for review.

  • Future meetings will include a review of monthly tasks, targeting completion of the IR calendar by the end of the month.

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