All guides/ Term setup / Guide 02

Setting up the step-by-step

Create this term's step-by-step from the template: one task sheet for every subteam and locality, with due dates that calculate themselves.

Difficulty
Moderate
Time required
45–60 minutes
Steps
6
Who
  • Core
Due by
Before the first all-team call

Introduction

The step-by-step is a task management spreadsheet for each subteam and each locality. It lets subteam leaders, core serving ones and the overseeing brothers see where every locality is in the registration process, and who needs help when time is tight.

What you need

  1. Copy last term's template

    • Open the Conference Drive and go to Templates › Step-by-Step.
    • Choose File › Make a copy and name it for this term, e.g. "Fall 2026 Step-by-Step".
    • Make the copy while signed in to the registration account so it owns the file.
  2. Set the conference dates

    • On the Settings tab, enter the start date of each conference (A, B, C).
    • Due dates on every tab recalculate from these dates.
  3. Add subteams and serving ones

    • Open the Team tab and enter each subteam name in column A, one per row.
    • Use the same names as the overview timeline so the reports match up.
    • Under each subteam, list its serving ones with their email address in column C.
    • The yellow header columns are calculated. Leave them alone; see the Color Coding guide.
    • Don't insert rows above row 3. It breaks the due-date formulas on every locality tab.
  4. Assign localities

    • Paste the current LRC list into the Localities tab.
    • Pick a serving one for each locality from the dropdown in column D.
  5. Check the due dates

    • Compare the calculated dates with the overview timeline for each conference.
    • If a date falls on a conference weekend, tell your subteam leader before changing anything.
  6. Share with the team

    • Give subteam leaders edit access and everyone else comment access.
    • Post the link in the team chat before the first all-team call.

Finished?

Head back to the guide list for what comes next.

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