Union Dues and Reporting Handoff Checklist

Prepare the operational records, reports, exports, files, and review path that officers and retained professionals may request.

Finance and reporting work becomes harder when dues context, payment history, exceptions, files, and report ownership are spread across disconnected systems.

Use this checklist to prepare a clean operational handoff. Union Impact supports records and workflow; it does not replace a CPA, auditor, attorney, tax professional, or filing specialist.

Dues and reporting handoff checklist

Area	What to confirm
Handoff owner	Name the officer, staff member, committee, CPA, auditor, or retained professional receiving the packet and the deadline that matters.
Dues rules	Gather current dues rates, standing definitions, exceptions, adjustments, and the source used to approve changes.
Payment history	Identify receipts, reversals, refunds, remittance imports, processor records, and exception reports needed for review.
Member standing	Confirm staff can trace status and dues context to the supporting history without exposing private member details unnecessarily.
Reports and exports	List recurring officer, trustee, committee, board, CPA, or auditor reports and the format each recipient expects.
Supporting files	Connect approvals, correspondence, policies, forms, meeting packets, and report notes to the correct request or reporting period.
Permissions	Define who may view, edit, approve, export, and receive sensitive finance or member records.
Closeout	Record what was delivered, open exceptions, follow-up owners, and where the final retained packet is stored.

Test the workflow in a demo

Use it before the demo

Show one member-standing lookup from dues status to supporting history.
Show one remittance or import exception and how staff resolves it.
Show one payment-history or receipt lookup without exposing unrelated member data.
Show one report or export prepared for officer, trustee, committee, CPA, or auditor review.
Show how supporting documents and role-aware permissions stay connected to the request.
Show how staff records open questions and follow-up after the handoff.

Where Union Impact fits

Connected Union Impact paths

Union Dues Processing Software – Review the canonical dues workflow page.
Union Financial Records and Reporting Software – Review records, reports, exports, and operational ownership.
CPA Reporting Workflow Alternative – Compare the operational handoff while preserving the professional boundary.
LM-2 Preparation Workflow – Review workflow and record-readiness considerations.
Union Buyer Tools – Checklists, worksheets, and planning tools for union technology decisions.
Union Impact Software Modules – Member records, dues, dispatch, grievances, files, reporting, and communication.
Website Design and Hosting – Union website planning, launch support, hosting, forms, and ongoing updates.
Schedule a Demo – Bring your checklist, worksheet, or current vendor questions to a focused demo.

"The Union Impact team has improved the efficiency of our Market Recovery Program (MRP) by providing automated processing tools for our contractors and business office. This web-based tool has reduced the time required to process paper requests and time cards... [their] team worked with our Local Union to provide a system specific to our business requirements. The program allows us to track the distribution of funds and helps ensure the contractors comply with the MRP's rules. The program allows us to track every dollar allocated to each contractor, project, or member. We can recommend Union Impact to any Local Union looking to do the same."

"It is my absolute pleasure to recommend Union Impact as a cloud based software provider for unions... Union Impact has helped us run a better market recovery program. The ability to do real-time tracking of job development and representative activities and the platform’s integrated nature has allowed us to free up man power that was once used on writing reports, consolidating information, and tracking jobs and contractors"

"We have used Union Impact software since January 2017, and it has been a lifesaver when trying to find members to fill labor requests... The software sends a dispatch by texting and emailing qualified members, and they can respond from their phone. I have been able to fill every call at a moment's notice. The first month using it, the program sent out 700 texts to members. Our members are happier because they are working, and our employers are happier because they have experienced workers on site. Win-Win!"

"We have been using Union Impact for quite some time and our Local couldn't be happier with all the options this system has to offer. They have created a program that is very comprehensive and useful. Their customer service department has gone to great depths to assist us with all our needs and has made several changes to accommodate us without hesitation."

Request a Focused Review

Keep the worksheet tied to real work

Use current workflows

The strongest answers come from the forms, spreadsheets, reports, files, and member requests your team handles today.

Bring real examples to the demo so the review stays grounded in daily union operations.

Route the request clearly

Choose software demo, website project, migration or replacement, managed IT support, competitor alternative, or not sure yet in the form.

That helps Union Impact route the request to the right review path after submission.

Union Dues and Reporting Handoff Checklist for practical union planning.

Built for staff, officers, and decision makers

Turn planning notes into a focused Union Impact review

What your team should leave with

Clearer requirements

A useful tool should help your team list current workflows, missing information, ownership questions, and next actions.

That gives officers and staff a cleaner way to compare vendors, scope a project, or prepare for migration.

Current workflow and pain points.
Required forms, reports, files, and access rules.
Launch, migration, or support questions.
Recommended next step for a focused demo or review.

Better vendor conversations

The goal is not to make the checklist complicated. The goal is to make the sales call more useful.

If your union can explain what has to work on day one, the demo can focus on fit instead of generic features.

Union Dues and Reporting Handoff Checklist Building Blocks

Record ownership

Clarifies which source record supports each status, report, or exception.

Clean exports

Keeps recipient, format, reporting period, and delivery expectations visible.

Permissions

Reduces informal sharing of sensitive member and finance records.

Exception handling

Makes unresolved imports, reversals, adjustments, and questions easier to route.

Professional handoff

Separates operational workflow support from professional advice and filing responsibility.

Review trail

Leaves owners, open items, and retained packet location clear after delivery.

Send the Worksheet for Review

After you submit

Request routing

Your request is routed by the request type selected in the form: software demo, website project, migration or replacement, managed IT support, competitor alternative, or not sure yet.

Add short notes about your current system, current website, pain points, timeline, and the decision you need to make.

Focused follow-up

Union Impact can use the worksheet details to focus the next conversation around the right modules, website scope, migration path, support needs, or competitor comparison.

Do not paste passwords into the form. Secure access sharing should happen through a separate follow-up path.

Union Dues and Reporting Handoff Checklist

Prepare the operational records, reports, exports, files, and review path that officers and retained professionals may request.

Dues and reporting handoff checklist