membership management - dzogchen communitydzogchencommunity.org/assets/mms-july-2016.pdf ·...

INTERNATIONALDZOGCHENCOMMUNITYGAKYIL

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IDCworkshop

MembershipManagement

presentationwithafter-workshopupdateon11-07-2016

MerigarWest,Italy

July10th,2016


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Aim:howtodealwithmembershipmanagementingeneral.NotaimedtotechnicalbasicuseofMembershipManagementSystem(MMS).

§  SeeotherTutorialsindzogchen.net/tutorials/orinusermenu

§  Audience:MembershipCoordinators(MC),GarandLingGakyils

§  PrerequisiteMMSknowledge:AtleastbasicexperienceusingMMSplusfamiliaritywithMMStutorialsandreports.

Anupdatedversionofthispresentationisavailableatwww.dzogchencommunity.organdpartlyinTutorials

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AimofthisMMworkshop


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Ø IncomefromMembershipisgenerallythemostimportantsourceoffundingforaLingandaGar

Ø ThisincomefeedstheongoingoperationsoftheLing,oftheGarandofIDCØ AccordingtotheIDCMembershipRegulations,necessarilyapprovedbytheaffiliatedGarsandLings,“AllthemembersoftheGarsandLingsaffiliatedtotheIDCautomaticallybecomemembersoftheIDCbypayingaconsolidatedmembershipfeewhichincludesthemembershipfeeoftheLing,thatoftheGarandthatoftheIDC”(art.1).

Ø Inart.24abouttheroleoftheGar.“TheGarhastheresponsibilityofcoordinatingthemanagementofthemembershipsofallitsmembers,includingallthemembersoftheLingsaffiliatedwiththeGar”.MoredetailsinIDCMembershipRegulations(dzogchencommunity.org)pleasereaditfully

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IntroductiontoMembershipManagement


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GrowingourcapacityandskillswealldoourbesttogetacorrectflowoftheMembershiprevenues

toensuretheresourcesavailablefortheongoingmanagement

oftheLing,oftheGarandofIDCthatallowsus

tobenefitourmembersandpotentialpractitioners

makingavailabletheservicesweallindifferentwayssupply(courses,webcast,infoontheCommunity:theMirror,IDCPortal,localsites)

andinsuchwaysupporttheTransmissionoftheTeaching

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WhymanagingMembership?


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1.  GeneralphilosophyofMMS

2.  Maincriticalpointsfrom2015and2016experience

3.  MMSparticularitiesincalculationandorganization

4.  AlternativemethodsofcalculatingIDC15%(andGarshare)duringtheyear

5.  LocalmanagementofMembers’renewalsandpayments

6.  PaymentofsharestoGarandtoIDC

7.  Discussiononpossiblerestrictions

8.  OtherissuessuggestedbyParticipants

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MembershipManagementworkshopmaintopics


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1.  MMS’logicisbasedonpaymentregistrations,NOTonfixedGar/Lingbelonging2.  Thesystemhastwoconcepts:userandcontact.Userisanonlineuserwhoregistered

himselfandmanageshisdatahimself.ContactismanagedbysomeMembershipCoordinator.Bothcanbemembers.

3.  Variouslocalchoicesareavailable(readMCtutorial):•  Paypal(highlyrecommendedfordirectpaymentbyuserandtoavoidMCwork)•  Currency(LocalandInternationalEUR/USD)•  LocalSustaining•  AlignmentwithGar(recommended)

4.  TransformationoflocalcurrencyintoEuro(andUSD)occursattheeffectiveexchangerateonthedayoftheprocessing

5.  SecurityandselectedaccesstodatabyMMSroles(Gakyil,MC,Operator)

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1.GeneralphilosophyofMMS


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1.  localandinternationalcurrencies2.  partialpaymentsbymembers:

a)  discountsgrantedtodisadvantagedmembersb)  unexpected

3.  GarpaymentstoIDC(quarterly,timely,independentofinternalorganization)4.  systemuserdiffusion(ideally100%users)5.  personaldatacompleteness(email,DateofBirth)andreliability6.  stilltoeliminatesomemembershipduplicationsgeneratedbyinitialfileupload

andlaterpersonalregistration

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2.Maincriticalpointsfrom2015and2016experience


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§  Only44%of2015membershipincomewasinEuro(accountingmoneyofIDC),theremaining56%camein15otherlocalcurrencies,eachwithdifferentbehavior.

§  Someofthemhadandhavehugefluctuationsorstrongdevaluationduringtheyear.

§  DifferentEurovaluesindifferentdayswithoutanyregistrationortheremaybealowerEurovalueattheendofaquarterdespitepaymentregistrations.

§  Therefore,thevalueoflocalcurrencyatthemomentofcalculationandofpaymentisimportantfortheresultinEuro(IDCaccounting).

§  Tominimizeimpactofcurrencyfluctuations,trytominimizetheintervalbetweenwhenfundsarecollectedfrommembersandwhensharesarepaidtotheGarandIDC.

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2.1.LocalandInternationalCurrencies


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§ The2015finalmembershipamountoftendidn’tmatchwiththestandardfeesdueinlocalcurrency.

§  Thishasdifferentcauses:a)   discountsgrantedtodisadvantagedmembersTheGarsandLingsareadvisedtoconstituteafundtocoverthesediscounts,thatarebornebytheGarortheLinggrantingthediscountb)   unexpectedUnpaidinstallmentsinmultiplepayments,notrespectingthecommitmenttocompletepaymentordelayingcompletiontothenextyear(orforgettingtomakepayment)

ItisnecessaryforGakyil/MCtomonitorandmanagethepaymentsprocessthroughreportsandcommunication

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2.2.partialpaymentsbymembers


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CertainGarsandLingsdelayedpaymentforinconceivablylongperiodsoftime.

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2.3.GarpaymentstoIDC


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§ TheUsersregisteredinMMSarenow5200,representingonly76%of2015-2016members.

§ Thetargetisideally100%registeredusersoutofmembercount(thoughsomemembersnotusingPCatallwillremain).

§ AUserhastheadvantagetoself-modifypersonaldata,topaydirectlyinMMSviaPaypal(ifactive),toaccesstothewebcast(closedandreplay)withthesameUserNameandpassword,toreceivecommunicationsfromIDC.

§  ItisnecessarytobeaUsertohavearoleassignedinMMS(Gakyil,MC,Operator).Acampaignofsensitizationand,incertaincases,technicalsupporttoContactswithdifficultiesshouldbelaunchedbyLingsandGars.

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2.4.systemUseradoption


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§  Besidethename,fewdataaremandatoryforaUser:§  email§  DateofBirth§  Countryofactualdomicile§  City

§  email(orfulladdress)isnotmandatoryforMMSContacts

§ WithouttheDoBinmember’srecorditisnotpossibletoenterpayments.§  Therefusaltosupplysuchdataisacommonproblem§  ByIDCStatuteamemberhastosupplytherequireddata(wehavechosenthelightestidentificationsetpossiblebyItalianlaw).AContactwithoutDoB(andthereforepayments)andemail(oralternativeidentification)cannotbecomeactual(=legal)memberofIDCandofitsaffiliatedGarsandLings.

AnawarenesscampaignbyGarsandLingsisnecessarytoencourageacceptanceofthisrequirement,evenwithdirectcontacts.

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2.5.personaldatacompletion


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Thedatasuppliedinthesystemaresecuredbyuseofsecuritytechniquesandprivacyrules,whicharecompliantwithEUstandards:ü httpsü LocalMembershipCoordinatorscanaccessdetaileddataonlyoftheirownmanagedmembers

ü OperatorsandotherGakyilsmayseeSearchorsomegeneralreportswithonlybasicdataofallCommunitymemberstocheckmembershipstatusforcourses,retreatsetc.Itisassumedthatindividualsselectedforthisresponsibilityarereliable.

2.5.datasecurity


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§  Therearestillsomemembershipduplicationstoeliminate.§  Theseduplicationsaregeneratedby:•  initialfileupload(late2014)andlaterpersonalregistrationwithslightlydifferentnameorDateofBirth•  repeatedtrialstoregisterasUserwithoutfollowingtherightprocedureorlettingthesystemthetimetoreact

§  Theduplicatescanbesolvedbythesystemfollowingtheprocedureinnextchart,simplyaligningthedifferencesbetweenthetwo(name,DoB)

2.6.Memberduplication


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§ ToresolveduplicateastwoContacts:1.Checkwiththepersonwhatishisfirstandlastnameinthepassportandbirthdate.2.UpdatebothContacts.Youneedtoaskcoordinatorofhislastpaymenttodoit,ifdifferent.OverridetheduplicatewarningwhensavingContact3.ThesystemwillmergeContactsintoonewherehe/shepaidlast.

§ ToresolveduplicateasUserandContact:1.UpdateContacttomatchuser'sfirst,lastnameandbirthdate.OverridetheduplicatewarningwhensavingContact.2.ThesystemwillmergeContactintoUser.

2.6.Memberduplication–resolvingprocedure


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1.  ofcalculation(totalamountshownandusedinreports)

2.  oforganisation(method)

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3.MMSparticularities


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Thetotalamountshownandusedinreportsmayvaryaccordingto:a)  useofExclude

§  Excludefunctionisaimedtoexcludefromtotalstheregistrationsofyearsprevious2015(beforeIDCmembership).

§  VerysoonsuchalimitationofuseofExcludeforyear2015andafterwillbeimplementedinthesystem

§  Inthemeanwhile,otherusesaregenerallyinappropriateandtobeavoidedbecausethetotalsshownwillbespoiled.

b)  paymentRemoval§  generallytobeavoided,unlessparticularcasesofmistake;§  definitelyavoidusingthisfunctiontoremoveregistrationsinpreviousquarters

(historicaldatawillbecomeunstable).

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3.1.MMSparticularitiesofcalculation


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§ Organizeyourworksuchastoregisterapaymentassoonaspossible.Especiallythemember’sfirstpaymentoftheyearasthisistheofficialrenewal.

§ Registeringpaymentsastheyhappen(e.g.monthly)recordsanimportantinformationonpaymentbehaviorthatcanbesharedwithGarandIDCwhichcanhelpindecisions.

§ Atworst,makeanefforttosettletheregistrationswithinthelastdayofanyquarter!

§  Periodically(atleastperquarter)examinesystemReports.Thereyoucannoticeifsomethingisamissandensurethatthecollectionandregistrationprocessisproceedingwell

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3.2.MMSparticularitiesoforganization


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1.  basedonfeesactuallypaid(like2015)+  supportedbypresentMMSreports(ifregistrationdonecorrectly)-  EUR-USDvaluesubjecttochangefluctuationsincaseoflocalcurrencies-  IDCshareonmultiplepaymentsanddiscountsslippedtowardyearclosure-  Affectedbyimproperuseoffunctions

2.  basedonannualstandardfeesatfirstpayment(like2016)+  IDCshare(andadvisablyGarshare)ispaidwhenamemberrenewsandstartstoenjoyIDC(andGar)

services(webcast,Mirror,mainteachers)+  Lesscurrencyfluctuationexpected(max.threemonthlapse)–  supportedatmomentbyoff-systemexcelquarterlyreport(basedonMMSdata)becausecomplexto

programinMMS–  Requiresworktimeforprocessingandsending–  SomedifficultieswithchangeofGar/LingandofM.Typeafterthefirstpayment(fewcases)

Note:atyearendthefullstandardfeeisappliedanyway

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4.AlternativemethodsofcalculatingIDC15%(andGarshare)duringtheyear

+plus-minus


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1.  Members’paymentbehavior2.  reports(tools):

a)  MMSb)  off-lineexcelspreadsheet

3.  possibleorganisation

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5.LocalmanagementofMembers’renewalsandpayments


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5.1Members’paymentbehavior(asinMMS)

Apparent Members’ renewal 2016: 86 % on 2015 M.- New members 2016: 745 (12% on 2015) Real renewal 30-06-2016: 74% of 2015 members

0

100000

200000

300000

400000

500000

600000

700000

800000

900000

1000000Cumulated Payments 2015 – 2016 (EUR)

0.2%4.6%

13.2%

39.8%

52.6%58.1%

68,6%71.5%

77.2%78.8%82.0%

85.8%87.5%

100.0%

10.0%

28.7%

45.5%

62.6%

76.9%

0.0%

10.0%

20.0%

30.0%

40.0%

50.0%

60.0%

70.0%

80.0%

90.0%

100.0%Payment Percentage on 2015 total (


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MMSReportsare:

1.  UndertheReportsmenu

2.  IntheSpecialsectionofReports

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5.2.aMMSReports


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Pleasekeepinmindthatalltheresultsshown(especiallyinthisclassofreports)areconditionedbythe:§  accuracyofregistrationsandthe§  correctuseofsystemfunctions(likeExcludeandRemove)!In2015theuseofExcludehasbeenoftenwrongandhavenottobeconsideredinreports.Reportsavailable:Assignments§  Showsthememberswitharoleassignedinthesystem(IG,Gakyilw/color,MembershipCoordinator,Operator)andtheiremail.

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5.2.a.1MMSReportsunderReports-1


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Payments§  ShowstheregistrationsofpaymentsdoneinaselectedGar/Lingandinaselectedperiodwithdate,amount,nameofmember,characteristicoftheregistration,author.Easytocopyintoexcel.

§  Thereisalimitationofvisibilityonlyovermanagedmembers(notonotherlingsforaling,notonotherGarsforaGar).

§  Thereare3Totalsatbeginning,explainedinthereportitself.Warning:thesecondtotaldoesnotworkaccordingdescriptionwhentheperiodselectedistwoyears.

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Quarters§  Showsthetotalquarterlyincomebyyear,includingallmembershipyearspaidinthatquarterunlessexcluded(notthepaymentofcurrentyearonly).

§ Matcheswith1sttotalofPaymentsreport.

ForadeeperdescriptionofeachMMSReport,seetheReportTutorial

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Gar/Lingquarters§  ShowsthelistofLingsinaselectedGarwithtotalquarterlyincomebyyear,includingallmembershipyearspaidin

thatquarterunlessexcluded(notthepaymentofcurrentyearonly!).Matcheswith1sttotalofPaymentsreport.§  IftheGarshare%wasenteredbytheGar(Admin/Manage_Ling_share),calculatesthequarterlyamountduebythe

LingtotheGar.§  IfamemberpaidtotheGarbuthavePreferredCommunityenteredinownpersonaldata,theRefundcolumntotals

thepercentageoftheLingSharetheGarrefundstotheLing.FinalcolumnisthenetduetoGar.§  Evidenceofmemberspayinginthequarter(ofwhatevermembershipyear!!),ofwhichhowmanyarenewcomers.§  Warning:thereportcountsthememberswhopaidineachquarter,evenifrepetitive(so,thesumintheyearmay

benotmeaningful)

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Statistics§  Shows,forallGars(directmembershiponly)andLings,thenumberofmembersandtheincomeinthecurrentandinthepastyear,referredonlytothemembershipyear,withthedifference,bytypeofmembership

§  (Warning:thereportisnotperfectedandmaysometimesgiveincorrectdataifregistrationsarenotperfect,pleasecross-checkthenumbersonotherreports).

§  MissingeachorganizationtotalsandGartotalsincludedLings.

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IDCshare§  ShowstheamountregisteredbytheGars(withpossibledetailoftheirLings)sinceyearbeginningtothedateofthereport

foraselectedyear(inthepast,e.g.2015,toyearend),inEURatrateofthetimeofreportrunandinLocalCurrency,andtheIDC15%ofEuro.

§  Thetextlistofexchangeratesusedisavailablebyalink§  TheamountsmatchwithsecondtotalofPaymentsreport(thereforeincludingimproperlyusedExcludedrecords)§  ThereportwillSOONBERELEASEDUPDATEDTO2016!!PleaserememberthisisNOTthemethodofcalculationofIDC

shareappliedin2016(seeslideonoff-lineExcelreport)

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Whenyouclickonareportbutton,thesystemconfirmsandsendsyouanemailwithalink.Ifyouclickonthatlinkyoucandownloadandopenthereport.

GlobalPayments§  Excelfilewithallthepaymentsinthesystem.Ifyousetthefiltersinheadersyoucanselectaccordingthefieldyoulike(dateofregistration,year,Gar,Lingetc.)andprocessitasyoulike.

§  AvailableinfoonMember:onlysystemUserIDandMemberNumber

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5.2.a.2MMSReportsunderSpecials-1


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Communitystatus(text)§ ReportsthemaininfoofalltheGar/LingsincludingthealignmentwithGar(forLings)andthenumberofMMSusers(registered)

MyMemberswithpayments(text)§ ReportssomepersonaldataofMembers(presentandpast)andpaymenthistory.

§ Accesslimitedtoownmembers.

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MyMemberslist(excel)§ ReportssomepersonaldataofMembers(presentandpast)inexcelfile.Onlycommunityoflastpaymentreported.Accesslimitedtoownmembers.

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IDCMembers(text)§  ShowsthelegalmemberswithrightofvoteofIDCaccordingtothesecharacteristics:

-  PaymentinanaffiliatedGarthisyearor,ifnotrenewedyet,inpreviousyear

-  NotWelcomeCard(3continuouspreviousyearsofpayments)


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MyMemberswhopaidlastyearbutnotthis§  Self-explainingtitle.Usefultofindmembersnotyetrenewedanddosomething.

§  Tel.numberandemail(ifavailableinMMS)printedforadirectcontact.Textfile.

MyMemberswhodidn'tpayfulllastyear(text)§  Soonavailablepublicly.§  Showsthememberswhohavestartedpayinginthepreviousyearbutnotcompletedthefullfee,forpossiblecontactandexplanations.

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Anewreportshowingnamesandmembershipstatus(renewed,WelcomeCard,deceased,completeorpartialpaid)isunderstudy.

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ThisexcelspreadsheetprocessesthedatatakenfromGlobalPayments(forapreviouslyselectedmembershipyear)andforeachGarandLing*shows,byM.type:

-  MembershipIncomeinEuroandlocalcurrency(LC)asfromMMS-  Numberofmembers(calculatedfromPayments)-  Averagefeeineuro(andinlocalcurrency)(ratioofthetwoabove)-  Numberofpaymentsregistered-  Averagenumberofpaymentsbymember-  Amountofmembershipatstandardfees(standardfeexNumberofM.)inLCandeuro-  DifferencebetweenvalueregisteredinMMSandmembershipatstandard-  TotalIDCsharedue(bytheGar)as15%ofstandardvalue,cumulatedandforthelastquarter-  Garshare(forLings,ifrequested)

*LingsarenotshownforKunsangarsastoomany

Seespecificdocumentforcompletedetailsandconstructionofthisspreadsheet

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5.2.bExceloff-linequarterlyReport-1


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TherearetwousefulratiosforlocalMembershipManagement:-  Averagefeeineuroandinlocalcurrency

Theratioineuromaybeaffectedbyexchangeratesfluctuation,butinLocalCurrencyshowstheaveragemeasureofthenon-completedpayment(orregistration)bymembershiptype

-  DifferencebetweenvalueregisteredinMMSandmembershipatstandardfeeThisratioislinkedtothepreviousoneandgivesthetotalamountmissingtocompletestandardpaymentfortheregisteredmembers(againineuroorLCasabove)

ForGars,atablewithalsoacomparisonwithtotalpreviousyearresults(M.incomeandnumberofmembers)issupplied,toshowtheprogressinrenewal/newentry

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5.2.bExceloff-linequarterlyReport-2


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PreviouslydefinewithownLingsthepropertimeforreceivingGarshare(speciallycriticalforthe1stQ)1.  ReceivequarterlyExcelreportoftheGarfromYellowIGinthefirsttwoweeks

offollowingquarter2.  Checkthenumbers3.  TransmittheowedamountofsharetoownLings4.  PayIDCwithinthreeweeksafterthequarterend(e.g.midJulyfor2ndQ)5.  ChecktheMMSreportsforyourmemberswhohavenotrenewedornot

completelypaidanddecideonappropriateactions

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5.3Possibleorganization2016foraGarquarterly


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1.  ReceivefromtheGar,inthefirsttwoweeksofthefollowingquarter,thequarterlyamountofshareowed

2.  Checkthenumbers3.  PaytheGaratagreedtime4.  ChecktheMMSreportsforyourmemberswhohavenotrenewedornot

completelypaidanddecideonappropriateactions

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5.3Possibleorganization2016foraLingquarterly


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1.  Anawarenesscampaignand,incertaincases,technicalsupporttoContactswithdifficultiesshouldbelaunchedbyLingsandGarstoincreasethenumberofregisteredUsersinMMS

2.  AnawarenesscampaignbyGarsandLings,evenwithdirectcontacts,toencouragememberstocompleteatleasttheminimumsetofpersonaldata:dateofbirth,e-mail,countryofdomicile

3.  Therearestillsomemembershipduplicationstoeliminate.

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5.3SummaryofSpecialActions(GarsandLings)


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ThepaymentstoIDChavetobe:

§  Quarterly-unlesssmallamounts<700€onlyifbanktransferisexpensive.

§  Timely-punctualityinpaymentsisaregularfeedforIDCongoingoperationsbenefitingtheCommunity(webcast,Mirror,courses,…)andasignofawarenessoftheimportanceoftheworkofIDCandGar.

20daysfromtheendofthequarterisgenerallyasufficienttimeforchecksinGars.

§  Independentofinternalorganization-IDCshouldreceivethetotalpaymentfromtheGar,notfromthesingleLings,andshouldreceiveitindependentlyontheactualcollectionornot.Ø  ItisanimportantinstitutionalroleoftheGartocoordinatetheLingsandtogivean

organizationalsupport.Ø  Nevertheless,theLingshavetobepromptintheirquarterlypaymenttotheGarto

ensurethatthefinancialresourcesforIDCshareandGarareavailabletosupportongoingservices.

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6.paymentofsharestoGarandtoIDC


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1.  NopaymentsacceptedfornextyearuntilfeesareapprovedbyIG

2.  Nochangeoflocalcurrencyduringtheyear

3.  ChangeofGar/Lingafterfirstpayment

4.  ChangeofMembershiptypeduringtheyear:a)  Upgrade

b)  downgrade(formultiplepayments,incaseofimpossibilitytokeeptheleveldeclaredatfirstpayment)

5.  PaymenttoGar/Lingsbasedondeclaredresidence(limitedtoCountryofresidenceornearestGar)

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7.DiscussiononPossibleRestrictions


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§  Thereisnoguaranteethemembershipfeesfornextyearwillhavethesamestructureandthesameamountasnow.

§ NopaymentsshouldpossiblybeacceptedfornextyearuntilfeesareapprovedbyIG(approx.inNovember).

§  ThisatleastshouldapplyregardingGlobaltiers.ButthisisadvisablealsoforLocaltiers,incasethemembershipstructurechanges.

Insteadofeliminatingthechanceofpayingmembershipforthenextyear,we’lladdawarningonthepossibilitythatthesepaymentsmaybeinsufficientduetofeechangeorthemembershiptypemaybecanceled.Norefundsiflower,integrationdueforhigheramounts.

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7.1paymentsfornextyear


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§  Changinglocalcurrency(e.g.fromEURtoLocalCurrencyorvice-versa)duringtheyearmeansthataLing/Garhastwocurrenciesinthesameyear.

§  Thisgeneratesaproblemformanagingandunderstandingtheoff-linecalculationsandstatistics.

§ MMScancopewithitifwestayonEurovalue,butaddsadoubleexchangeproblemtounderstandthemembershipincome,becauseyouhavetointerpretdataaccordingtwofluctuations

Please:NOchangeofcurrencyduringtheyear.

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7.2changeoflocalcurrencyduringtheyear


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§  IfaMembermakesafullsinglepayment,thereisnoproblem;he/sheremainsinthatGar/Linguntillnextyearrenewal.

§  Ifthemembermakesmultiplepayments,eachpaymentremainwhereitwasdoneinMMS,andthischangegeneratesthefollowingproblems:-  Inprocessingtheoff-linecalculationsandstatisticsregardingthenumberofmembersintheGar/Lings:

thememberiscountedinallGar/Lingswherehe/shehaspaid,unlessamanualinvestigation,choiceandcorrectionwasdone

-  TheGar/Lingwherethememberhaspaidfirsthasalreadypaidthefull15%(andmaybetheGarshare)andseesthenanincompletefeepayment,whilethesecondGar/Lingreceivestheremainingpaymentsbutalsoseesanincompletefee,and,ifnotcorrectedmanually,willbechargedagainthe15%(andmaybetheGarshare)

inotherwords,therearealwayssomedisparitiesbetweentheGar/Lingsinvolvedandaninaccuracyongeneralmembercountingunlesscorrectedmanually

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7.3changeofGar/Lingafterfirstpayment


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a)   Upgradeafterfirstpayment§  Thisshouldbeencouraged,ofcourse.Butcreatesaproblemforoff-linecalculationsandstatisticsregardingthenumber

ofmembersineachtype(samememberpresentinbothtypes).§  Manualinvestigation,choiceandcorrectionoff-lineisnecessary.§  TheupgradinginMMSispossiblethroughAdmin/PaymentsRegistration,selectthenewtype,Paypartial,enterpayment

andconfirm§  Warning:MMSshowsthelastasofficialmembershiptype,butcountsboththefirstandtheupgradedtypeforitsStatistics

report.

b)   Downgradeafterfirstpayment(formultiplepayments,incaseofimpossibilitytokeeptheleveldeclaredatfirstpayment)

§  Tobeavoided,ifpossible,butinrealcaseofnecessity,correctedthroughanewpayment:Admin/PaymentsRegistration,selectthenewtype,Paypartial,Removelimit,enter1centpaymentandconfirm

§  Foroff-linereport,sameproblemofmanualinvestigation,choiceandcorrectionoff-line.§  Donotcancelthepreviouspayment(s)inpreviousquarters!§  Warning:MMSshowsthelastasofficialmembershiptype,butcountsboththefirstandthedowngradedtypeforits

Statisticsreport.

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7.4changeofMembershiptypeduringtheyear


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TheIDCMembershipRegulationswrite:“TheportalisautomaticallyshowingtopeopleresidinginaspecificcountryonlytheLingsofthatcountryandtheGartowhichtheyareaffiliated.”...“IftheapplicationissubmitteddirectlytoaGarbyapersonresidinginatownwhereaLingisestablished,theGarshouldassigntheapplicanttothatLing.”ThemeaningistodrivemembershipincomeresourceswherethemembercanactuallyenjoytheCommunityactivities(residingthere)andtogivethelocalLingtheresourcestodothat.Toapplythat,theCountryofresidenceisafundamentalinfo(sometimesismissing).MMSisdesignedtoapplythisrestrictionbasedonCountryofresidence,evenifatmomentisdeactivated.

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7.5paymentstoGar/Lingsbasedondeclaredresidence


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1.  Flexiblepoint(.)orcomma(,)asdecimalseparatorinreportstobeadaptedtolocalsetting(thesystemhasapointnowandwhenthetextiscopiedinExcelremainsatextinsteadofanumber(similarhappenstodatesinEnglishthatarenotadaptedtolocallanguagewhencopied)

2.  Theword“alert”intheemailtextfromthesystemtoMCssometimesdrivethemessagetoSpam.Maybebettertouseotherwording.

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8.Otherissuessuggestedbytheparticipants


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IDCworkshoponMMS

ThankYouforParticipating!

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MerigarWest,Italy

July10th,2016

membership management - dzogchen communitydzogchencommunity.org/assets/mms-july-2016.pdf ·...

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