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Company Purposes and Responsibilities

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Company Purposes and Responsibilities Company Officer Information Page 1

Company Purposes and Responsibilities

Purposes and Responsibilities of Company Boards

A company within the DUP organization provides structure and leadership, overseeing and bringing together one or more camps within a geographical area.

Company Board Meetings

• The company board typically meets monthly from August through May at the discretion of the president.

• The president determines agenda items to develop company goals, calendar, budget, critique recent events, and discuss any needs or concerns within camps. Reports are given on

responsibilities and follow-up regarding on-going event preparation from each board member, i.e., treasurer, membership, and historian. Located in this document, the Company Board Meeting Sample Agenda may be used as a guide.

• Forms and information relating to the company board found at ISDUP.org include:

o Company Annual Financial Review o Company Annual Statistical Report o Company Board Planning Guide o Company Historian Submission Log o Company Meeting Minutes

o Company Board Meeting Sample Agenda o Company Membership Dues Summary Sheet o Camp and Company Report and Routing o Camp Sponsor Evaluation Report o Company Officer List

o District Conventions o Registrar Tracking Sheet Camp Leader Training

• Company officers provide training and continual communication with camp officer counterpart, send reminders of upcoming report due dates, and help navigate ISDUP.org., etc.

• Company officers are assigned as camp sponsors, attending camp meetings biannually to assess the health of the camp meetings and camp leadership. A Camp Sponsor Evaluation Report is then completed and submitted to the company president. At the discretion of the company president, counsel is given to the camp captain in resolving any concerns.

In instances of a one camp company, the camp officers serve in the same capacity on the company board.

ISDUP Convention/Leadership Training Seminar

• Company officers, where possible, attend the ISDUP Leadership Training Seminar, typically held each June, and there receive instructions on Constitution and Bylaws, new information, calendar items, new forms and reports, and guidance.

Company officers, in turn, are then responsible to disseminate that information to camp officers.

• Members and Associates are invited to attend the ISDUP Convention.

• During odd years—ISDUP Executive Committee election years—delegates from each company have the opportunity to vote for nominees, Constitution and Bylaws amendments, etc.

Company Purposes and Responsibilities

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Company Purposes and Responsibilities Company Officer Information Page 2

Company Leadership Training Seminar

• Company board prepares and conducts a company leadership training seminar for camp officers, typically in August, but prior to the beginning of September camp meetings.

Membership Reports (Camp Rosters) are distributed to camp captains.

Camp officers are taught their responsibilities and are instructed on tools available at ISDUP.org.

o Lessons and photos for the lessons o Music for monthly meetings

o Thoughts for chaplains and quotes for parliamentarians o ISDUP calendar

o Reminders and updates concerning reports and their due dates o Election instructions

District Convention

• District conventions are held annually, typically March through May, as a business meeting for company officers to account to Members and Associates the financial, statistical, and activity data from the last DUP year (operational and fiscal) and to announce future plans.

• District conventions may consist of one or more companies within a geographical area.

• District conventions are a means by which ISDUP representatives communicate with and provide training for company boards.

• During odd numbered years, district conventions provide the forum for the installation of newly elected company officers by an ISDUP representative.

Some companies combine their district convention and Jubilee.

• The following guidelines are provided for district convention preparations:

o District Convention: Meeting Outline

o District Convention: Information for Host Company o DUP Company Event Checklist (optional)

• The following completed forms are to be given to the ISDUP representative at the district convention:

o District Convention: President's Update to Their Members o District Convention: Projected Schedule

• The following forms are provided as reports presented at the district convention but are not sent back to ISDUP. Please retain with your company records:

o District Convention: Treasurer’s Update to Their Members

o District Convention: Satellite Museum Treasurer’s Update, if applicable o District Convention: Roll Call

Jubilee

• Jubilee is a celebration!

• Company board sets the date and develops the program; a planning committee may be created.

• All Members and Associates within the company should be invited.

• Jubilee may commemorate Brigham Young’s birthday, June 1, 1801. Consider celebrating individual accomplishments of Members and Associates, the camps, company, or community partners, etc.

• Some companies combine their Jubilee and district convention.

Company Purposes and Responsibilities

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Company Purposes and Responsibilities Company Officer Information Page 3

Markers

• A company or camp may establish or amend DUP markers through an application submitted to ISDUP. Information about markers including the application is located at ISDUP.org → Home tab.

• Care of established markers is the responsibility of the company.

Satellite Museums (If Applicable)

• Company president appoints a satellite museum director and board (as needed) when the company owns or has responsibility for a museum, building, cabin, or an artifact collection.

• Responsibilities, including reports, of the satellite museum director and board are outlined in the Constitution and Bylaws. Please see the Satellite Museums Policies and Guidelines found at ISDUP.org → Museum → Satellite Museums → Satellite Museums Policies and Guidelines.

Outreach

The company board provides outreach activities that help the community understand the purposes of Daughters of Utah Pioneers. Find a two-page list of ideas at ISDUP.org → Home tab and under the Leadership tab in Camp and Company Officer Information.

Affiliation of Company President with Regional Representative

Regional representatives are appointed members of the ISDUP Board and shall assist ISDUP Board at district conventions within their geographical area. They do not manage affairs of a company or camp, but act as a liaison to the ISDUP Board, informing them of any problems. They are available to assist companies and camps where need.

Affiliation of Company Board with ISDUP Board

Company officers have counterpart officers serving on the ISDUP Board and with that, the assurance of understanding and support. Work together, collaborate, and keep communication channels open. As leaders, support the Constitution and Bylaws and promote the Organization’s integrity and positive purposes. All ISDUP Board members are volunteers and not in the office every day of the week, so please be patient in getting answers to your question.

Elections

The elections process is outlined in the Constitution and Bylaws and additional information is found under ISDUP.org → Leadership tab in Camp and Company Officer Information. Company elections occur every two years (during odd numbered years).

Company Officers

Appoint non-elected board members and all committees as needed:

Elected Board Appointed Positions** Other Possible Positions**

President* Lesson Leader Scrapbook

1st Vice President* Parliamentarian Accompanist

2nd Vice President* Music Leader Legacy Reporter

Recording Secretary* Chaplain Computer Specialist

Corresponding Secretary* Artifact Leader Museum Director (if applicable)

Treasurer* Outreach Leader

Registrar Historian

*The company executive committee consists of these elected officers.

Company Purposes and Responsibilities

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Company Purposes and Responsibilities Company Officer Information Page 4

**Appointed and other possible positions may be combined and/or assigned to the 1st and 2nd vice presidents.

Company Board Meeting Sample Agenda

Company: ________________________________________

Date: ____________________________________________

1. Call to Order - by Company President 2. Minutes - by Company Secretary 3. Finance Update - by Company Treasurer

a. Checking Account Balance b. Budget Items

c. Company Annual Financial Review (end of DUP year) 4. Announcements - by Company President

a. Company and ISDUP Items b. District Convention

c. ISDUP Convention/Leadership Training Seminar d. Museum, Cabin, Cemetery

5. Company Business - by Company President a. Calendar and Goals

b. District Convention c. Jubilee

d. Elections

e. Camp Sponsor Visits and Information f. Critique of Recent Events

6. New Members - by Company Registrar

7. New Histories Submitted - by Company Historian

8. Other Business - by Company President/Board Members 9. Adjourn - by Company President

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Company Purposes and Responsibilities Company Officer Information Page 5

DUP Company Event Checklist

This is a sample checklist provided as a tool; some items may not apply to your event.

Event: Date:

Reserve venue:

Get keys to building:

Establish a set-up time:

Recruit men to set up and take down chairs/tables:

Assign someone to introduce ISDUP visitors:

Assign classrooms for seminars:

Label classrooms:

Secure US flag:

Secure piano:

Secure microphone and podium:

Establish Board arrival time:

Identify table sizes (round? oblong?):

Identify number of serving tables:

Identify number of display tables:

Secure tablecloths:

Secure centerpieces:

Put out salt and pepper:

Create event theme:

Estimate attendance:

Prepare invitations:

Distribute invitations:

Prepare printed programs (or words to songs):

Assign camp sponsors to remind captains:

Identify door greeters:

Identify special musical number:

Identify someone to buy thank you gifts:

Identify someone to present artifact:

Identify someone to present special recognitions:

Identify someone to submit article to local paper or to Legacy:

Identify menu:

Assign camps’ part of the meal:

Identify someone to buy food:

Identify someone to buy paper products:

Identify someone to bring ice:

Identify someone to secure water pitchers:

Identify someone to bring serving trays:

Assign a kitchen committee:

Determine need of special cookers or extension cords:

Other:

Other:

Critique the event:

Adapted from the Davis Heritage Company

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