| Activity | Description/Guidelines | Output | No | Yes
If "Yes", Cite Mandate
|
| Resource Development Activity | The purpose of the Resources Development Activity is to provide access to professional tools to AFA members so they can improve the delivery of fiduciary services. | Development of multiple products to meet the ever changing needs of the professional fiduciaries. | X | |
| Services/Products: | Description/Guidelines | Output | | |
| Professional Tools Development Products | Forms, software, publications, models for business plans, policies and procedures, guidelines, newsletter column on professional tips. | # Products developed and made available to AFA members. | X | |
| AFA Advocacy and Resource Program Leader: Roger Coventry |
| AFA Resources Development Activity Leader: Roger Coventry |
| Team Member: Bill Burghart | Team Member: |
| Team Member: Shari Tomlinson | Team Member: |
| Resource and Information Goal: The AFA will facilitate the development of data collection and comprehensive tools to encourage uniform practices to strengthen our profession and service delivery by November 30, 2006. | Goal Results: % = 100% completion of comprehensive tools development and availability to members with additional ongoing data collection by November 30, 2006. |
