Google Calendar Import
Calendar must be set to public in Google Calendar settings. In Google Calendar: Settings → your calendar → Access permissions → Make available to public. Then copy the iCal address link.
Needs Attention
Open Tasks
View AllUpcoming Events
View AllBudget Snapshot
ViewGoals Progress
ViewRecent Bootcamps
ViewConsulting Projects
ViewLinked Drive Files
Browse DriveNo files linked. Open Drive panel to attach files to this section.
Total Members
0
Active
Exec Count
0
In exec role
Sessions
12
Spring 2026
Best Session
92%
SBLC Prep Final
Member 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
Bootcamp Sessions
| Session | Date | Topic | Attended | Rate | Drive Files |
|---|
Filter by owner:
EBOD Tasks
General Tasks
Agendas
EBOD Task Board
General Tasks
Meeting Agendas
| Meeting | Date | Items | Status | Drive Files |
|---|
Upcoming
Past Events
Run of Show
Upcoming Events
Run of Show
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 |
|---|
Prospects
0
In pipeline
Converted
0
Joined this quarter
Follow-ups Due
0
This week
Source
Club Rush
Top channel
Prospect Pipeline
| Name | Contact | Source | Stage | Follow-up |
|---|
Quarter Goals & OKRs
Officer Transition Package
Fill out before handoff — one doc per position
Drafts
Sent Log
Draft Announcements
Sent Log
Announcements
Guides
Templates
Event Slides
Lecture Slides
Published Announcements
Toggle "Publish to Members" on any announcement to make it visible in the member portal.
Member Guides
Member Templates
Event Slides
Lecture Slides
Overview
VP Dashboard
Conf. Payments
Event Cost Split
Reimbursements
Merch Sales
Budget
ROI Analysis
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 |
|---|
Event Cost Split
Select an event above or create a new one.
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: $0
Income
Expenses
Summary
Transaction Log
Statements
PBL Income
| Description | Category | Date | Amount |
|---|
PBL Expenses
| Description | Category | Date | Amount |
|---|
PBL By Category
Transaction Log
Chronological · all PBL transactions
| Date | Description | Category | Type | Amount | Running Balance |
|---|
Financial Statements
📄
Statement format pending
Send your example format and I'll build it out for each quarter.
Event ROI Calculator
Event Name
Total Revenue ($)
Total Expenses ($)
Attendees
Event ROI Log
| Event | Revenue | Expenses | Net | ROI % | Cost/Attendee | Rating |
|---|
ICC Financial Forms Log
| Form Type | Amount | Event / Purpose | Submitted | Status | Notes |
|---|
Statement of Activities Builder
Add line items below, then click Preview & Print
Chapter Name
Period
Net Assets, Beginning of Year ($)
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
Volunteer Slots
Conference Logistics
KPI Dashboard
ICC Excursions
Event Checklist
Vendors
My Tasks
Quick Access
Venue Tracker
| Venue | Contact | Capacity | Cost | Status |
|---|
Volunteer Slots
| Event | Role | Assignee | Notes |
|---|
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 |
|---|
Pre / Post Event Checklists
| Event | Date | Pre-Event Items | Post-Event Items | Owner | Status |
|---|
Vendor & Contact Directory
| Vendor / Contact | Category | Contact Name | Email / Phone | Last Used | Rating | 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
Comms Log
Graphic Requests
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 |
|---|
Email & Communications Log
| Subject / Campaign | Type | Sent To | Date | Open Rate | Notes |
|---|
Graphic Request Tracker
| Project | Requested By | Type | Due Date | Designer | Status | Link |
|---|
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
Meeting Agendas
Board Delegation
Officer Check-Ins
Decision Log
My Tasks
Conference Registration & Dues Tracker
Meeting Agenda Builder
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 |
|---|
Submissions
Assignments
Member Submissions
Homework Assignments