Adviser Assistance Checklist 10

CHECKLIST 10 of 12:
April-May

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ESSENTIALS

• Spring delivery books, if you do a supplement, it’s time to submit.
• Make your final invoice payment before you leave for summer. (This invoice does not arrive until after shipping is added.) Also, plan your budget for next year.
• When your book is delivered, submit it to Portfolio, a showcase of Herff Jones’ best
  books. Find the form at herff.ly/portfolio-submit.
• Write thank you notes to all who assisted with this year’s book — handwritten is best.

NEXT LEVEL

• Submit your book to NSPA, CSPA and state organizations for evaluations.
• Have outgoing editors write job descriptions and letters to next year’s editors.
• Hold one-on-one interviews with each staff member about the good and bad of the year. Compile ideas for future growth.
• Design theme packets as a class project.
• Create a tentative ladder.
• Notify rising seniors and their parents about required photo deadlines and costs. If possible, insert a flier into rising senior mail or email from the school.

EXPERT

• Plan next year’s ad campaign and begin selling. Send renewal letters to all existing advertisers.
• Get book and ad sales fliers ready for next year’s registration packet or online newsletter. Update your school website for the summer.
• Develop an exchange list and share your book (or PDFs of your favorite spreads) with other schools.
• Establish a plan for summer coverage.
• Schedule summer get-togethers and make contact lists. Start team-building between new and incoming staffers.
• Make final workshop arrangements.