2023-09-27 Fee Restructuring Meeting notes

Brainstorming: what expense categories should we build for each service program?

• https://docs.google.com/document/d/19gH_JYjgHtcePapHO843LGSMLhhSeNhWHNpZ2Z8zngk/edit?usp=sharing

• https://docs.google.com/spreadsheets/d/14BJaj63wE9BL10pP3u7cr7GG8lB_5jSLg1wXf1DkGLQ/edit?usp=sharing

Brainstorming: what service programs should we use for clustering expenses and income? What NEW service programs should we consider?

Brainstorming: what income categories should we build for each service program?

Next steps

• For all managers:

  • Definitions

  • Developing “personas” to illustrate fee models

  • Considering new expenses

    • Marmot Forums

    • New positions

    • Unlimited SIP2

    • Marmot-wide consistent cataloging source

• For Sean and Adam:

  • Compiling expense data into new categories

  • Align staff service program assignments to reflect new structure