Filing Ownership and Reminder Setup.

Put a named owner, a backup, and an automatic reminder on every obligation, and set a review rhythm, so meeting each one does not depend on someone happening to remember.

After the Compliance Calendar is built.

Obligation

Owner

Backup

Reminder set?

Set the reminders. Each obligation triggers a reminder to its owner ahead of the start-work date, not the deadline, and still fires if the owner is away

Set the review rhythm. A standing review of the whole calendar on a regular rhythm, and the Board Treasurer seeing compliance status at least a few times a year

A calendar with no owner is everyone’s job and therefore no one’s. The single most common cause of a missed filing is that it was on a list but not on a person.

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