Organizing Troop Information
This is by no means the only way to organize the paperwork for a Girl Scout troop! It's just the way I do it. Apparently some people think I'm good at it, because I've been asked to give a presentation on the subject at an upcoming leaders' workshop. I hope this system is helpful to other leaders—try it out and adapt it to make it your own!
The most important thing I've learned about organizing my records on individual girls is that putting the girls in alphabetical order by first name makes a lot of sense. I think of them by their first names, not last names, and in my troop many girls have a parent whose last name is different from theirs, so last names are confusing. Alphabetical by first name is the order I use for girls' individual forms in each section of my binder, for girls' names on the attendance and dues sheets, for permission slips when I'm checking to see whose have been signed and returned, and for all lists where I'm marking off who's earned a badge, paid a fee, confirmed whether she's coming to camp, etc. I memorize the list of names (by putting it someplace where I see it several times a day) so that it's easy for me to figure out who's missing when I'm counting heads.
What's in my binder
I keep most of my troop records and plans in a three-ring binder with pockets inside the covers. I bring it to every meeting and have it handy at home or work between meetings. Here's how it's organized:
In the front pocket are things I expect to use at the next meeting. Typically, these include:
In the binder rings, in front of the first divider, I keep several sheets of scrap paper. On the first one, I make a sloppy chart (just for my own reference) of who did which kaper each week. On the next one, I keep a list of who's in which patrol, just in case anybody forgets. The rest of the sheets are for miscellaneous notes: Who's coming to which event? Who asked me to get troop numbers for her next time I go to the Girl Scout Shop? What's Jasmine's new phone number? and so on.
The first divider is attendance. In this section I keep the Attendance Record (official council form), which doubles as a record of our activities. I use one column for every troop meeting and one for every special event, in chronological order. In the bottom of the column (across the check-boxes below the last girl's row) I write what we did at that meeting or event: "Folk Arts #1 & #2" "sleepover; Cooking #5" "Fall Food Share" "Thinking Day" "booth sale" "Sky Search" "camp planning" "Court of Awards" etc.
The second divider is emergency contacts. I made a form, which parents fill out at the beginning of each year, to present this information with more clarity and detail than is given on the health form. Based on experience, I made some changes for this year. It says:
Girl Scout's name:
Who is allowed to pick up your Girl Scout from meetings and events? (Please include parents here.)
Name Relationship to girl Telephone number
[5 lines]
Please sign if you agree with the following statement: My Girl Scout is allowed to leave the building by herself after meetings and events. Signature:
Is there any person who is NOT allowed contact with your Girl Scout? Please explain:
I added the note about including parents because many parents thought I meant, "Who other than yourself is allowed to pick her up?" so I had to transcribe the parents' information from other forms onto this one. I added the part about leaving by herself because once the girls became Juniors, some families wanted them to come out to the parking lot, walk over to the library to meet their parents, or just walk home on their own, rather than require an adult to come in and claim them. That's quite reasonable for their age, but just to be safe I want to make sure of which girls are allowed to do it. (In an older troop, if some of the girls can drive, you might want to add a separate line for parents to approve their girl getting a ride home with a friend.) I added the part about non-contact in case of custody problems and such, although that's never happened in my troop before.
The third section is health forms. These are the official council forms on which parents provide the girl's health history, doctor's and dentist's contact information, and the person authorized to make medical decisions if parents can't be reached.
The fourth section is finances. I punched holes in two 7"x10" envelopes. The one labeled "To Be Deposited" is for checks destined for the troop's account; this keeps me from misplacing them or accidentally depositing them in my personal account. The other envelope is for receipts.
Next is a sheet of paper where I track cash spending and receiving in a sort of ledger. The top half of the page has columns headed:
Date Paid by Amount What for? Reimbursed
and the bottom half has columns headed:
Date Rec'd from Amount What for? Deposited
I write all cash transactions in here as soon as possible, before I can forget them! Then I simply put cash received into my wallet. If someone else spends her own money on things for the troop, when I reimburse her with a troop check then I write the date in the Reimbursed column. Every so often, I add up all of my spending from the top half of the page, add up all the cash I received from the bottom half of the page, and calculate the difference. If cash spent is more than cash received, I write a troop check to reimburse myself. If cash received is more than cash spent, I write a check on my personal account and deposit it in the troop's account. I note this in both the Reimbursed and Deposited columns. Usually I balance the cash only a few times a year, whenever the paper fills up and I'm ready to start a new one. Sometimes I'll do it when the troop is low on money and I suspect I owe some, or when I've spent an unusually large amount (for example, if I ordered craft supplies and had to pay with a credit card) and want to get that money back. If your personal budget is pretty tight, you may want to balance the cash more often so that you don't find you owe the troop more money than you have.
Next is the Dues Record (official council form) showing who paid her dues for each meeting. Our dues are $1 per regular troop meeting attended (no dues for special activities; no dues owed for a meeting you missed) and the girls vary widely in their ability to remember to bring it. Many of them forget for a few weeks in a row and then bring several dollars at once. I check off one meeting's box for each dollar paid and mark an X in the box if a girl is absent. At the bottom of the column for the meeting, I write the total dues actually received, and if anybody brought more than $1 I note her name and the amount with an arrow pointing to the total for the meeting when it was collected. Dues are cash received, above.
I hole-punch the troop's bank statements and put them in this section of the binder, just in case I or anyone else want to refer to them.
The fifth section is girl records. These are the official council forms listing a girl's contact information, registration history, and accomplishments. Although it's tedious completing them by hand, I find it worthwhile because they're so useful as a reference! When we finish earning a badge or patch, I write it on the record of every girl who earned it. Then, when we're planning our next Court of Awards, I look at the records to make a list of what each girl earned.
The sixth section is labeled misc. reference, although the only thing I've ever kept in here is the community directory—the contact information for leaders and other volunteers in our region of the city.
The seventh section is Cool Stuff. This is a council publication listing council-run events that troops can attend. It also includes ads for local museums and such that offer special programs for Girl Scouts.
The eighth section is training schedule. The council offers training for leaders to learn the skills we need to take girls to camp, build fires, sell cookies, teach archery, etc. I like to have the schedule handy in case a parent volunteers to take charge of some activity that requires training or I realize I need to take a new training myself.
The ninth section is misc. forms. First are extra copies of the forms girls need to fill out when they join the troop, so I have them handy if anybody brings a friend to a meeting. (The only form I don't keep in here is the actual registration form that goes to GSUSA, because it's a carbonless-copy form that gets messed up by being carried around too much. I tell new girls that I'll bring these to them at their second meeting, and I put them in the front pocket of the binder.) Also in this section is most of the sheaf of forms the council sends me each fall in the start-up packet.
The tenth section is document originals. These are the clean, blank copies on white paper that I use when making copies. (I print girl records, health forms, emergency contact forms, and permission slips each on a different color of paper so that I can recognize them at a glance and so that I can tell girls, "You need to bring back your blue form.")
In the back pocket are things I may want to use at a meeting but have no immediate plans for. This includes a list of "fill-in activities" in case we find ourselves with time to kill; most of them are things I noticed in the badge book that could be done on short notice with minimal equipment. I also carry around the current Girl Scout Catalog in case anybody wants to see it. The papers on which I wrote what to say in opening and closing flag ceremonies live in this pocket so that I don't have to write it out every time we have a flag ceremony!
What's on my computer
I keep most of my records on paper because I work outside the home and go straight from work to troop meetings, so having stuff on my home computer isn't particularly useful to me. However, I do maintain a few electronic files for Girl Scouts:
The most important thing I've learned about organizing my records on individual girls is that putting the girls in alphabetical order by first name makes a lot of sense. I think of them by their first names, not last names, and in my troop many girls have a parent whose last name is different from theirs, so last names are confusing. Alphabetical by first name is the order I use for girls' individual forms in each section of my binder, for girls' names on the attendance and dues sheets, for permission slips when I'm checking to see whose have been signed and returned, and for all lists where I'm marking off who's earned a badge, paid a fee, confirmed whether she's coming to camp, etc. I memorize the list of names (by putting it someplace where I see it several times a day) so that it's easy for me to figure out who's missing when I'm counting heads.
What's in my binder
I keep most of my troop records and plans in a three-ring binder with pockets inside the covers. I bring it to every meeting and have it handy at home or work between meetings. Here's how it's organized:
In the front pocket are things I expect to use at the next meeting. Typically, these include:
- written instructions for each patrol about what to discuss or do during their patrol meeting
- a list of things to announce to or discuss with the whole troop
- kaper chart
- schedule for the meeting (if it's going to be complex) to post on the wall
- any other signs I'm going to hang up during the meeting, for example, "Juniors are meeting downstairs in the gym today." or "Don't leave without your permission slip!"—if I've had time to make these signs before arriving at the church!
- any document I need to give to a particular girl (If I have handouts for everyone, that's too much paper to stuff into the pocket, so I bring them in a separate envelope.)
- any documents I'm planning to show the girls—for example, at the first meeting of the year, I'll show them last year's troop financial report, which I compiled during the summer.
In the binder rings, in front of the first divider, I keep several sheets of scrap paper. On the first one, I make a sloppy chart (just for my own reference) of who did which kaper each week. On the next one, I keep a list of who's in which patrol, just in case anybody forgets. The rest of the sheets are for miscellaneous notes: Who's coming to which event? Who asked me to get troop numbers for her next time I go to the Girl Scout Shop? What's Jasmine's new phone number? and so on.
The first divider is attendance. In this section I keep the Attendance Record (official council form), which doubles as a record of our activities. I use one column for every troop meeting and one for every special event, in chronological order. In the bottom of the column (across the check-boxes below the last girl's row) I write what we did at that meeting or event: "Folk Arts #1 & #2" "sleepover; Cooking #5" "Fall Food Share" "Thinking Day" "booth sale" "Sky Search" "camp planning" "Court of Awards" etc.
The second divider is emergency contacts. I made a form, which parents fill out at the beginning of each year, to present this information with more clarity and detail than is given on the health form. Based on experience, I made some changes for this year. It says:
Girl Scout's name:
Who is allowed to pick up your Girl Scout from meetings and events? (Please include parents here.)
Name Relationship to girl Telephone number
[5 lines]
Please sign if you agree with the following statement: My Girl Scout is allowed to leave the building by herself after meetings and events. Signature:
Is there any person who is NOT allowed contact with your Girl Scout? Please explain:
I added the note about including parents because many parents thought I meant, "Who other than yourself is allowed to pick her up?" so I had to transcribe the parents' information from other forms onto this one. I added the part about leaving by herself because once the girls became Juniors, some families wanted them to come out to the parking lot, walk over to the library to meet their parents, or just walk home on their own, rather than require an adult to come in and claim them. That's quite reasonable for their age, but just to be safe I want to make sure of which girls are allowed to do it. (In an older troop, if some of the girls can drive, you might want to add a separate line for parents to approve their girl getting a ride home with a friend.) I added the part about non-contact in case of custody problems and such, although that's never happened in my troop before.
The third section is health forms. These are the official council forms on which parents provide the girl's health history, doctor's and dentist's contact information, and the person authorized to make medical decisions if parents can't be reached.
The fourth section is finances. I punched holes in two 7"x10" envelopes. The one labeled "To Be Deposited" is for checks destined for the troop's account; this keeps me from misplacing them or accidentally depositing them in my personal account. The other envelope is for receipts.
Next is a sheet of paper where I track cash spending and receiving in a sort of ledger. The top half of the page has columns headed:
Date Paid by Amount What for? Reimbursed
and the bottom half has columns headed:
Date Rec'd from Amount What for? Deposited
I write all cash transactions in here as soon as possible, before I can forget them! Then I simply put cash received into my wallet. If someone else spends her own money on things for the troop, when I reimburse her with a troop check then I write the date in the Reimbursed column. Every so often, I add up all of my spending from the top half of the page, add up all the cash I received from the bottom half of the page, and calculate the difference. If cash spent is more than cash received, I write a troop check to reimburse myself. If cash received is more than cash spent, I write a check on my personal account and deposit it in the troop's account. I note this in both the Reimbursed and Deposited columns. Usually I balance the cash only a few times a year, whenever the paper fills up and I'm ready to start a new one. Sometimes I'll do it when the troop is low on money and I suspect I owe some, or when I've spent an unusually large amount (for example, if I ordered craft supplies and had to pay with a credit card) and want to get that money back. If your personal budget is pretty tight, you may want to balance the cash more often so that you don't find you owe the troop more money than you have.
Next is the Dues Record (official council form) showing who paid her dues for each meeting. Our dues are $1 per regular troop meeting attended (no dues for special activities; no dues owed for a meeting you missed) and the girls vary widely in their ability to remember to bring it. Many of them forget for a few weeks in a row and then bring several dollars at once. I check off one meeting's box for each dollar paid and mark an X in the box if a girl is absent. At the bottom of the column for the meeting, I write the total dues actually received, and if anybody brought more than $1 I note her name and the amount with an arrow pointing to the total for the meeting when it was collected. Dues are cash received, above.
I hole-punch the troop's bank statements and put them in this section of the binder, just in case I or anyone else want to refer to them.
The fifth section is girl records. These are the official council forms listing a girl's contact information, registration history, and accomplishments. Although it's tedious completing them by hand, I find it worthwhile because they're so useful as a reference! When we finish earning a badge or patch, I write it on the record of every girl who earned it. Then, when we're planning our next Court of Awards, I look at the records to make a list of what each girl earned.
The sixth section is labeled misc. reference, although the only thing I've ever kept in here is the community directory—the contact information for leaders and other volunteers in our region of the city.
The seventh section is Cool Stuff. This is a council publication listing council-run events that troops can attend. It also includes ads for local museums and such that offer special programs for Girl Scouts.
The eighth section is training schedule. The council offers training for leaders to learn the skills we need to take girls to camp, build fires, sell cookies, teach archery, etc. I like to have the schedule handy in case a parent volunteers to take charge of some activity that requires training or I realize I need to take a new training myself.
The ninth section is misc. forms. First are extra copies of the forms girls need to fill out when they join the troop, so I have them handy if anybody brings a friend to a meeting. (The only form I don't keep in here is the actual registration form that goes to GSUSA, because it's a carbonless-copy form that gets messed up by being carried around too much. I tell new girls that I'll bring these to them at their second meeting, and I put them in the front pocket of the binder.) Also in this section is most of the sheaf of forms the council sends me each fall in the start-up packet.
The tenth section is document originals. These are the clean, blank copies on white paper that I use when making copies. (I print girl records, health forms, emergency contact forms, and permission slips each on a different color of paper so that I can recognize them at a glance and so that I can tell girls, "You need to bring back your blue form.")
In the back pocket are things I may want to use at a meeting but have no immediate plans for. This includes a list of "fill-in activities" in case we find ourselves with time to kill; most of them are things I noticed in the badge book that could be done on short notice with minimal equipment. I also carry around the current Girl Scout Catalog in case anybody wants to see it. The papers on which I wrote what to say in opening and closing flag ceremonies live in this pocket so that I don't have to write it out every time we have a flag ceremony!
What's on my computer
I keep most of my records on paper because I work outside the home and go straight from work to troop meetings, so having stuff on my home computer isn't particularly useful to me. However, I do maintain a few electronic files for Girl Scouts:
- basic information on all current troop members: full name, birthdate, school, address, phone number, parents' and emergency contacts' phone numbers and e-mail addresses. I keep this in a text file, with no fancy formatting, because I've found that easiest to print or paste into e-mail when sharing the information with co-leaders or parents driving carpools. I just put a row of asterisks between girls.
- forms and handouts I've made myself. This includes two versions of a "Welcome to Troop 15!" handout, one for girls and one for parents, explaining all the basic information about our troop.
- the script for our annual Investiture play
- e-mails that I expect to refer back to in the long run. E-mails about short-term issues just stay in a folder of my Webmail inbox, where I can access them from work as well as home.
What's in my closet
I've dedicated roughly half of the top shelf of my dining room closet (which is next to my computer) to Girl Scout stuff. You might use a drawer or a box or a desktop bin, but you'll want to have some space dedicated to storing Girl Scout things that you don't want to carry to and from every meeting.
Some of the things that live on this shelf are blank registration forms (the carbonless-copy ones mentioned above), a spare volunteer registration packet if I have one, permission slips when not in use (see below), any badges or patches or pins we have acquired but not yet distributed to the girls, our extra checks, the packet of information about our bank account, and a uniform vest I'm going to sell to somebody someday (I accidentally bought too many).
Permission slips
The council offers two options for permission slips: one that covers just one event, and one that lists up to 10 events with numbered lines for parents to sign. I use the multi-event version because it requires less paper, it simplifies the process when we're doing several special activities in a short time and need to get permission for each of them, and its durable nature encourages girls to take responsibility for bringing it home and back several times. (We used the multi-event slip when I was a girl, and my leaders conveyed the sense that it was a sacred, crucial thing. I try to do this too. After all, photocopying costs money, and misplaced forms are really annoying for everyone!) I print permission slips on cardstock to prevent them from getting crumpled.
I keep permission slips in a clearly labeled manila envelope. When we don't need them, this envelope stays home in the closet (see above). When I plan to hand out, collect, or attend an activity that requires permission slips, I put the envelope into my Girl Scout tote bag, next to my binder.
Archives
I'm not one of those leaders who makes beautiful scrapbooks commemorating troop activities. I just don't have it in me. Heck, my only child's baby book is still half blank, and he's going on four years old! I try to take photos of the girls once in a while, and I save occasional pieces of their artwork if they haven't claimed it, but I treat those like photos and artwork of any other friends rather than filing them specially. I do, however, maintain 3 Girl Scout folders in my home filing cabinet:
- "Last Year's Records" holds things I take out of my binder when beginning a new school year: bank statements, receipts, and attendance and dues records. I keep these for a year just in case the council audits us or anyone asks to see the records for some reason. I also keep the cookie chairperson's records of how many boxes of each flavor we sold, which booth sale times and locations were lucrative, and how much each girl sold; these are helpful when planning next year's sale.
- "Curriculum Ideas" holds meeting schedules, patrol assignments, or whatever paperwork I have related to activities that went particularly well. These help me to repeat the activities a few years later with different girls. I'm also posting some of the ideas on this site.
- "Girl Scouts" is a catch-all folder for things like directions to camps and words to songs.
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