Training checklists

All too frequently record keepers learn their responsibilities through a haphazard process of on-the-job trial and error. Below are checklists to ensure that members with record-keeping responsibilities are properly oriented, trained (even "certified", if you like), as qualified to perform their callings well.

The clerk wiki is a valuable resource packed with information, but a newly called clerk needs a guide (a simple lesson plan, really) to navigate the content, moving from basic to more complex concepts, in an order that makes sense. The checklists below could follow the order found in the designs of the record-keeping and technology support training on lds.org, but this is not a requirement.

Each item in the checklist should be brief. Do not try to explain policies and procedures here. Simply link from an item in the checklist to the explanation in an appropriate content source (another wiki page, an online lesson, a notice, or some other document). If the explanation isn't available, start a new page for it. As these checklists grow we can create individual pages for each.

Stake president

The purpose of this checklist is to help a stake president understand his record-keeping responsibilities. Review the following topics:

1. Confidentiality of records
2. The record-keeping responsibilities of the stake president
3. Delegation of record-keeping responsibilities
   • Stake clerk
   • Assistant stake clerk
   • Stake technology specialist
4. On-line training
   • The Stake President's Responsibility for Record Keeping  
5. Reports and forms the stake president reviews and/or signs
   • Quarterly Report
   • Stake financial audit
   • Ward Tithing Declaration Reports
   • Melchizedek Priesthood Ordination Certificates
   • Annual history

Stake clerk

The purpose of this checklist is to help a stake clerk understand his major responsibilities. Review the following topics:

1. Confidentiality of records
2. Four Responsibilities
   • Trainer
   • Administrator
   • Record keeper
   • Problem solver
3. On-line training
   • The Role of the Stake Clerk  
4. Reports the stake clerk reviews and/or signs
   • Membership audit
   • Ward Tithing Declaration Reports
   • Annual History
   • Quarterly Report

Stake finance clerk

1. The companionship principle
2. Reconciliation

Bishop

The purpose of this checklist is to help a bishop understand his record-keeping responsibilities. Review the following topics:

1. Confidentiality of records
2. The record-keeping responsibilities of the bishop
3. Delegation of record-keeping responsibilities
   • Ward clerk
   • Assistant ward clerk
4. On-line training
   • The Bishop's Responsibility for Record Keeping  
5. Reports and forms the bishop reviews and/or signs
   • Quarterly Report
   • Ward financial audit
   • Ward Tithing Declaration Report
   • Aaronic Priesthood Ordination Certificates
   • Annual history

Ward clerk

1. The importance of accurate record keeping
2. Confidentiality and data privacy requirements
3. Password security
4. Companionship principle
5. Training resources
   • Stake clerk - every six months in stake priesthood leadership meetings or as needed
   • Online lessons
   • MLS help
   • Clerk wiki

Ward membership clerk

1. The importance of accurate record keeping
2. Confidentiality and data privacy requirements
3. Password security
4. Receiving records of new move-ins
5. Updating/correcting records of current ward members (ordinances and ordinations, etc.)
6. Records of members who move out
7. Training resources
   • Ward clerk - within 30 days of calling and as needed thereafter
   • Online lessons about membership records
   • MLS help and the Membership Policies included there
   • Clerk wiki

Ward finance clerk

1. The companionship principle
2. Reconciliation

Ward executive secretary

The purpose of this checklist is to help the Ward Executive Secretary understand his role and responsibilities. Review the following topics:

1. Confidentiality of records
2. Interview scheduling, Companionship principle as it applies to interviewing
3. Assignment tracking
4. Agenda preparation
5. Business letters
   • Disciplinary council notifications
6. Bishops monthly personal priesthood interview with Stake President
7. Military personnel tracking
8. Church publications