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Total Members
0
Active
Exec Count
0
In exec role
Sessions
12
Spring 2026
Best Session
92%
SBLC Prep Final
Member Roster
Exec Team Roster
Total Pairs
0
Active
On Track
0
Meeting check-in goal
Behind
0
Needs follow-up
Complete
0
All check-ins done
Mentor Pairs
| Mentor | Mentee | Check-ins | Goal | Status |
|---|
Program Progress
Sessions
Member Database
Bootcamp Sessions
| Session | Date | Topic | Attended | Rate | Drive Files |
|---|
Total Members
0
Across all teams
On Track
0
Active progress
Excelling
0
Above expectations
Needs Attention
0
Follow up needed
FBLA
Consulting
Members
Progress Log
Placements
FBLA Members
| Name | Status | Last Check-In | Notes |
|---|
Progress Log
| Event / Team | Date | Note | Next Steps |
|---|
Placements & Results
| Event | Type | Members / Team | Competition | Placement | Notes |
|---|
Members
Progress Log
Consulting Members
| Name | Status | Last Check-In | Notes |
|---|
Progress Log
| Team / Project | Date | Note | Next Steps |
|---|
Filter by owner:
EBOD Tasks
General Tasks
EBOD Task Board
General Tasks
Agendas
Sponsor Proposals
Resources
Run of Show
Sponsor Proposals
Resources
Run of Show
Active Sponsors
Pipeline
Past Emails
Confirmed Sponsors
Pipeline
| Company | Ask | Stage | Next Step |
|---|
Active Projects
0
In progress
Completed
0
This year
Total Clients
0
All time
Open Deliverables
0
Due this month
Projects
Clients
Deliverables
Active & Past Projects
| Project | Client | Lead | Start | Status | Drive |
|---|
Client Directory
Deliverables Tracker
| Deliverable | Project | Owner | Due | Status |
|---|
Member Results
Competition Events
Chapter History
Member Competition Results
| Member | Event | Competition | Placement | Year |
|---|
Registered Events & Members
| Event Name | Members | Competition | Type | Notes | IM Interest |
|---|
Chapter Competition History
| Year | Competition | Entries | 1st Place | Top 5 | Notes |
|---|
Total Income
$0
FY 2024–2025
Total Expenses
$0
FY 2024–2025
Balance
$0
Running total
Budget Goal
$4,000
Sponsor target
Income
Expenses
Summary
Income Log
| Description | Category | Date | Amount |
|---|
Expense Log
| Description | Category | Date | Amount |
|---|
By Category
Meeting Minutes Log
| Meeting | Date | Recorded By | Action Items | Drive |
|---|
Quarter Goals & OKRs
Library
Program of Work
Total Docs
0
Stored in hub
AI Classified
0
Auto-sorted
Sections
0
Categories used
Add from Google Drive
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Folders
Document Library
Officer Transition Package
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Drafts
Sent Log
Draft Announcements
Sent Log
Overview
VP Dashboard
Conf. Payments
Reimbursements
Merch Sales
Budget
ICC Forms
Reports
My Tasks
Quick Access
Outstanding Payments
No outstanding payments.
Pending Refunds
No pending refunds.
Finance Officer Checklist
End-of-cycle tasks
Conference Payment Ledger
Select a conference
Filter:
| Name | Gender | $250 Deposit | $15 Fee | $235 Final | Method | Total Rcvd | Refund | Notes |
|---|
EBOD Receipts & Reimbursements
| Member | Item | Amount | Date | Receipt | Status |
|---|
Member Reimbursement Requests
Submitted via IM portal
No member requests yet.
Office Hour Requests
Members requesting 1-on-1 sessions
No session requests yet.
Merch Sales
| Item | Price / Unit | Qty Sold | Revenue | Notes |
|---|
Total Income
$0
All accounts
Total Expenses
$0
All accounts
Net Balance
$0
Income − Expenses
Budget Target
$
Click to edit
Personal Expense Account
PBL Bank Account
Income
Expenses
Summary
Income Log
| Description | Category | Date | Amount |
|---|
Expense Log
| Description | Category | Date | Amount |
|---|
By Category
PBL Bank Account Balance
$0.00
Income: $0
Expenses: $0
Income
Expenses
Summary
Transaction Log
Statements
PBL Income
| Description | Category | Date | Amount |
|---|
PBL Expenses
| Description | Category | Date | Amount |
|---|
PBL By Category
Transaction Log
Chronological · all PBL transactions
| Date | Description | Category | Type | Amount | Running Balance |
|---|
Financial Statements
📄
Statement format pending
Send your example format and I'll build it out for each quarter.
ICC Financial Forms Log
| Form Type | Amount | Event / Purpose | Submitted | Status | Notes |
|---|
Statement of Activities Builder
Add line items below, then click Preview & Print
Chapter Name
Period
Net Assets, Beginning of Year ($)
Revenue
Total Revenue
$0
Expenses
Total Expenses
$0
Change in Net Assets $0
Net Assets, Beginning $225
Net Assets, End $225
Saved Reports
Overview
Venue Tracker
Conference Logistics
KPI Dashboard
ICC Excursions
Vendors
My Tasks
Upcoming Events
Open Events ›Quick Access
Venue Tracker
| Venue | Contact | Capacity | Cost | Status | Linked Event |
|---|
Conference Logistics Tracker
| Conference | Date | Hotel / Block | Catering | Transport | Reg Status | Members |
|---|
Key Performance Indicators
KPI History Log
| Period | Budget Efficiency | Attendance Rate | Vendor Score | Events Run | Notes |
|---|
ICC Excursion Documentation
| Trip / Event | Date | Destination | Members | ICC Form | Approval | Notes |
|---|
Vendor & Contact Directory
| Vendor / Contact | Category | Contact Name | Email / Phone | Last Used | Rating | Used In | Notes |
|---|
Overview
Competition Prep
Curriculum Planner
Polaris (PRG)
Onboarding
Dev Goals
Competition History
My Tasks
Quick Access
Competition Prep Tracker
| Member | Event | Readiness | Last Practice | Notes |
|---|
Curriculum Planner
| Session | Date | Topic | Speaker | Status |
|---|
PRG Member Roster
| Name | Focus Area | Status | Joined |
|---|
Active Initiatives
| Initiative | Lead | Target | Status |
|---|
PRG Onboarding Pipeline
Interested
Invited
Onboarded
Active
Member Development Goals
| Member | Goal | Category | Target Date | Progress | Status |
|---|
Competition Results History
| Member | Event | Conference | Placement / Award | Date | Notes |
|---|
Overview
Brand Kit
Content Calendar
Campaigns
Analytics
Outreach Log
My Tasks
Quick Access
Color Palette
Official colors — v1.3, May 2025
Typography
Official typefaces — Georgia Pro · Open Sauce · Times New Roman
Logomark Usage
Color by Background
White background
Maroon + Black, Black only, or Maroon only
Very light background
Black only — maximum clarity
Dark / Black background
White only — never use Maroon on dark
Maroon background
White only
Medium-value background
Black or White (best contrast) — no Maroon
Incorrect Uses — Never Do This
1.Add patterns to the logomark
2.Place inside a solid shape
3.Place inside outlined boxes or frames
4.Use outlined (hollow) versions — must always be solid-filled
5.Add shadows, glows, or special effects
6.Stretch, squish, or distort in any way
7.Use faded/light version on white — use solid black, maroon, or white only
8.Use screened (faded) version on dark background — white only on dark
9.Rotate vertically — must always sit horizontally
Ursa Minor Bear Symbol
🐻
PBL's official secondary symbol — the Ursa Minor Bear. Connected to the North Star (Polaris), symbolizing guidance, direction, and ambition.
Core Values Embodied
Inclusion
Integrity
Curiosity
Courage
Collaboration
Meaning
The Ursa Minor constellation is home to Polaris (the North Star). Polaris Research Group resides within PBL (Ursa Minor) — always learning, following professional guidance, while standing out individually.
Usage Rules
· Use maroon bear on white, or white bear on maroon
· Never alter the proportions
· Artwork may be reduced/enlarged but must retain original proportions
· 4 bear style variants — choose based on context
Publications Guide
Instagram
2 fonts max per cover. Include Φ logomark + PBL ID. Bold headlines, minimal noise. Reels: creative discretion — no explicit content.
Posters & Flyers
2 fonts max. Always include Φ logomark. QR codes acceptable. Orange tertiary color allowed when it enhances design.
LinkedIn
Maroon banner, white Φ logo. Tagline: "Cultivating Industry Professionals at De Anza College." Professional tone, text-heavy, credit contributors.
Newsletter
Bold masthead, 1 typeface. Prominent Φ logomark. Use Mailchimp. Bold headlines, bullet points, embedded hyperlinks. Include event schedules + links.
Paper & Format: Vertical layout standard. High-quality non-absorbent paper. Avoid pale/pastel colors. 1-color printing: use medium-to-dark tones only.
Stationery & Email
Subject Line Prefixes (ALL CAPS)
IM NEWSLETTER – WEEK #
Weekly Sunday newsletter
URGENT
Sudden / need-to-read news
REMINDER
Upcoming activity reminders
Standard Opening
"Hello IMs, Make sure you read through this newsletter thoroughly."
Tone & Style
· Professional, respectful, and approachable
· Clear, concise, jargon-free language
· No slang or casual humor
· Proper grammar, punctuation, capitalization
· Flush-left alignment, line-spacing between paragraphs (no indents)
· Bold or ALL CAPS for keywords/urgency
Standard Closing
In Regards,
[Name]
[Position]
De Anza Phi Beta Lambda Chapter
ΦPBL signature art
[Name]
[Position]
De Anza Phi Beta Lambda Chapter
ΦPBL signature art
Social Handles & Links
Full Brand Guidelines Text
Content Calendar
| Date | Platform | Type | Caption Preview | Status |
|---|
Marketing Campaigns
| Campaign | Platform(s) | Goal | Start | End | Reach | Engagement | Status |
|---|
Social Media Analytics
Platform Metrics Log
| Platform | Followers | Eng. Rate | Reach (30d) | Top Post | Logged |
|---|
In-Person Outreach Log
| Initiative | Date | Location | Lead | Contacts Made | Follow-up | Notes |
|---|
Overview
Mentor / Mentee
Member Check-ins
Partnerships
Compliance / HR
Room Bookings
ICC & Blue Panda
Points Tracker
My Tasks
Quick Access
Mentor / Mentee Pairs
| Mentor | Mentee | Check-ins | Progress | Status |
|---|
Member Check-ins & Notes
| Member | Type | Note | Date | Follow-up | Status |
|---|
External Partnerships & Alumni
| Organization / Person | Type | Contact | Relationship Since | Last Touch | Notes |
|---|
Compliance & HR Log
| Type | Member(s) | Description | Logged | Severity | Status | Resolution |
|---|
Room Booking Requests
| Room / Location | Date | Time | Purpose | Requested By | Status |
|---|
ICC Meeting Minutes
Blue Panda Competition Registrations
| Member | Event | Conference | Registered | Status |
|---|
Member Points & Engagement Tracker
| Member | Points | Events Attended | Last Active | Tier | Notes |
|---|
Overview
Conference Tracker
Agendas ↗
Board Delegation
Officer Check-Ins
Decision Log
My Tasks
Conference Registration & Dues Tracker
Cross-Functional Deliverables
| Deliverable | Assigned To | Portal | Due Date | Priority | Status |
|---|
Officer Check-In Log
| Officer | Role | Date | Type | Attendance | Notes |
|---|
Board Decision Log
| Decision | Made By | Date | Rationale | Impact | Status |
|---|