President

The President acts as the chief executive officer of the Association by presiding at all business meetings, serving as Chair of the Leadership Team, ensuring appointment by the Leadership Team of members for all committees, and providing support and liaison to all standing committees.

List of responsibilities

The job description encompasses the responsibilities, but the President has the opportunity to ‘fill the gaps’ in leading on tasks that don’t neatly fall under another position. In the past, this has included:

• Leading recurring group engagement, such as Independent Consultants or Student groups

• Facilitating and managing Leadership Meetings, which typically includes compiling the agenda, facilitating discussion on project updates and milestones, taking meeting notes, and following up with action items.

• Organizing the affiliate’s presence at the AEA conference (and attending the LAC conference immediately before or after the main conference)

• • Note in the Charter and as part of our status as an AEA affiliate, we have stated that the President and President-Elect must be dues-paying members of AEA throughout their tenure.

Other Leadership team tasks/activities 

This year has included oversight over some pieces that may not be necessary going forward. These include:

• Maintaining presence on bank account and holding ‘company’ debit card. Some things we need to pay for (Zoom, domain registration, Wild Apricot subscription, etc.) require payment by card. The President being the only one with access to this card allows for a good ‘check’ on spending by the Finance Officer.

• Ensuring appropriate state and federal forms are filled to maintain federal 501c3 status and non-profit corporation status.

• President holds the Admin right to the Google Suite account through the info@evalseattle.org address.

The Events Officer welcomes new and potential members, and encourages member interaction, networking, and professional development by planning various social and professional development events, identifies appropriate locations for meetings of the Leadership Team and membership, and facilitates cooperative programmatic activities with Association partners, potential partners, and other organizations and individuals.

List of responsibilities

• Attend monthly leadership team meetings

• Essential: Develop quarterly and annual event strategy and schedule

• Essential: Develop budget for events

• Connect with event facilitators/speakers

• Co-create event outlines, objectives with facilitator aligned with SEA mission 

• Manage a list of event spaces (articulating location, cost, point of contact)

• Post events on website (generating registration information, costing, etc.) and LinkedIn

• Develop email communication for each event

• Attend events and facilitate registration, introductions, purchase of food/snacks (if needed), clean-up

• Develop and facilitate/send post-event surveys

• Share events with other LACs (as available/necessary)

Other Leadership team tasks/activities 

• Reporting for annual report

• Develop strategic plan 

Communications Officer

The Communications Officer keeps a file of the proceedings at business and Leadership Team meetings, as well as copies of the financial reports and official publications of the Association, develops communications and announcements, collaboratively with the rest of the Leadership Team, to be shared with the Association members and contact list, edits, writes, and distributes newsletters or other publications, and coordinates other communications, such as job postings, RFPs, etc. The Communications Officer may delegate leadership responsibilities to committee members following consultation with the Leadership Team. The Leadership Team will support the activities of the Communications Committee by making arrangements to monitor the Association’s email and distribute information of interest to members via appropriate communication vehicles. The Communications Officer, in partnership with the President, shall be delegated as the organization’s official spokesperson.

List of responsibilities

• Attend monthly leadership team meetings

• Keep proceedings of team meetings and copies of financial reports and official publications

• Essential: Respond to or delegate member and public inquiries

• Maintain social media accounts - LinkedIn

• Essential: Update website content and other public-facing and membership communications

Other Leadership team tasks/activities 

• Support projects led by other members of the leadership team upon request 

• Participate in strategic planning exercises

• Collaborate on the research and writing of the organizations DEI/JEDI statement

Finance Officer

The Financial Officer manages the Association's funds and annual dues from members, prepares the yearly budget for consideration and approval by the Leadership Team, accounts for the receipt and expenditure of all monies, and keeps the other Officers informed of the financial condition of the Association upon their request. The Financial Officers makes disbursements, provides financial reports to an auditing firm or a Certified Public Accountant for periodic examinations, files annual 990 tax forms, and prepares an annual financial statement for publication to all members. 

List of responsibilities

• Attend monthly leadership team meetings
  

• Prepare annual budget and guide the budgeting process

• Manage records and receipts

• Reconcile monthly and yearly transactions

• Prepare monthly balance sheets

•  Process invoices

• Resolve financial disputes raised by members

• Be a key point of contact to other team members on financial and accounting matters

• File 990 

Other Leadership team tasks/activities 

• Reporting for annual report

• Develop strategic plan