Updates to the Onboarding Manual and the onboarding checklist

The Reef
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Hello @reef-recruitment,

I am starting a new thread to keep track of changes I am making to the checklist and the Onboarding Manual, and for requests to make more changes.

For now the way I work is this:

  • Minor changes and corrections: I just make them without any notice
  • Significant changes: I use the track changes function, notify you here, and then accept the changes a week or so later.

In today’s episode: I updated the Onboarding Manual’s section 8 on “learning and training”, to include the list of trainings that was consented to in the “bringing in more sociocracy training” proposal. I created a new section with the list of trainings (now 8.3.3) and then referenced that list in point 7 of the Associate Membership list in the checklist, with a reminder in the Full Members checklist.

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I added a point to the list of the Associate Members (now point 8), on the société simple. I didn’t use tracked changes because it is clear and important.

I also added a document to the Onboarding Package: “société simple - everything you need to know” in which I added 4 links to all the relevant posts and documents that we have.

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Small request to @reef-recruitment .

I would like you to add three steps to the onboarding manual, in the part that regards full members.

  1. Update the members’ registry of The Reef ASBL (it’s an Excel on Nextcloud). Why: legal obligation.
  2. Start a new process to sign again the accord préalable. Why: it documents the legal right of the incoming full member to purchase its lot on The Reef. This right is what the incoming full member gets for his money, so it’s important.
    • This folder contains the current and older versions of the document, plus the Excel file where the contributions are listed.
    • Signing happens electronically with Docusign – ask Joannes or Ugné to initiate the process.
    • Everyone who is party to the accord préalable must sign, not only the new full members.
    • Signed document and signing log should be uploaded to Nextcloud.
  3. Update Coral Reef’s UBO registry to include the new full member. Why: legal obligation.
    • First update the Excel file to compute the new percentages of the voting rights and participation to the capital of each full member.
    • Next, copy these numbers onto the UBO register online, which is accessed via MyMinFin
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Point 1 I can add to the checklist so that people do it themselves.

Points 2 and 3 are more for the Team R&O document with the list of things to do when somebody becomes a member.

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Hello @reef-recruitment,

I made a change in the checklist using tracked changes, suggesting to delete the request to save the email people sent to request associate membership. This dates back to the very early days of The Reef, when we were overly strict on the asbl’s requirement.

My suggestion would be to delete this sentence (in point 1.9) and to delete the entire folder with all those emails altogether.

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