From 38d8662432b614b4ded165e83c22fb18d1ce88e5 Mon Sep 17 00:00:00 2001 From: Jeffau Date: Sun, 29 Mar 2026 17:19:17 +0800 Subject: [PATCH] Update sg/policy.md --- sg/policy.md | 23 ++++++++++++----------- 1 file changed, 12 insertions(+), 11 deletions(-) diff --git a/sg/policy.md b/sg/policy.md index 871822a..4f56969 100644 --- a/sg/policy.md +++ b/sg/policy.md @@ -27,19 +27,20 @@ When a new e-board takes over, follow this strict countdown to ensure a smooth t 3. ***Documentation***: Collect the prospect's ACRA details, the interview form from the interviewers, and a recommendation letter from the referrer. 4. ***Submission***: Submit the application via the official portal and send the text form/letter to the International Membership Chair. ``[Link BELOW] 5. ***Approval***: Await local SG voting completion (min. 50% vote) and international approval. + #### Onboarding & Fee Collection Once a prospect is approved, the following steps must be taken to officially "plug them in": - ***Fee Collection*** - - Notify SG Finance to collect the membership fee. - - Best Practice: Provide a one-sheet renewal/payment form with a clear QR PayNow code. - ***Onboarding Steps*** - 1. *Group Access*: Once Finance confirms payment, notify Intl. Secretary to add the prospect to the WeChat and SEA WhatsApp groups. - 2. *YEN SG Google Calendar Sync*: Add their birthday to the YEN SG calendar (set to "Repeat Annually") and liaise with prospect for their Gmail to the shared Google Calendar (Ensure they can see full year of YEN SG events) ``[Link BELOW] - 3. *Directory*: Add the prospect’s information to the Membership Directory. ``[Link BELOW] - 4. *Integration*: - - Assign a Buddy to the prospect. - - Add them to the Onboarding Chat Group (Managed by both Integration + Forum Chair). - - Coordinate with the Integration Chair for an Onboarding session and the Forum Chair for a Forum Briefing. +##### Fee Collection +- Notify SG Finance to collect the membership fee. +- Best Practice: Provide a one-sheet renewal/payment form with a clear QR PayNow code. +##### Onboarding Steps +1. ***Group Access***: Once Finance confirms payment, notify Intl. Secretary to add the prospect to the WeChat and SEA WhatsApp groups. +2. ***YEN SG Google Calendar Sync***: Add their birthday to the YEN SG calendar (set to "Repeat Annually") and liaise with prospect for their Gmail to the shared Google Calendar (Ensure they can see full year of YEN SG events) ``[Link BELOW] +3. ***Directory***: Add the prospect’s information to the Membership Directory. ``[Link BELOW] +4. ***Integration***: + - Assign a Buddy to the prospect. + - Add them to the Onboarding Chat Group (Managed by both Integration + Forum Chair). + - Coordinate with the Integration Chair for an Onboarding session and the Forum Chair for a Forum Briefing. # Ground Rules & Best Practices - ***Privacy First***: Only active members and e-board are allowed in chat groups. Remove others immediately.