SU Planning Resources

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Service Unit Meetings toggle arrow

Field Meetings toggle arrow

Succession Planning toggle arrow

Delegates & Alternate Delegates toggle arrow

Maintaining Service Unit Records toggle arrow

Troop Bank Authorization Letter Process toggle arrow

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Special Troop Requests Reviewed & Approved by SU toggle arrow

Social Media Guidlines toggle arrow

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Service Unit Recognition Toolkit toggle arrow

Record Type	Length of Time to Store	Team Member
ACTIVITIES/SU Events
Event information (one for each event that includes: budget, flyer, staff list, equipment/supply list, final report, evaluation and list of thank you’s)	Current membership year + 2 years	SU Leads
CONFLICTS
Any documentation regarding conflicts with or among volunteers or parents	Current membership year + 1 For serious conflicts send the file to your Volunteer Specialist.	SU Leads cc: Volunteer Manager – Troop Support
FINANCIALS FOR SU
SU Budget, SU budget worksheet SU monthly Bank statements Cancelled SU checks	Current calendar year + 1 year	SU Finance Coordinator
FINANCIALS FOR Community Events, which could include Day Camp or Multi-SU Large Events
Community Event Budget, Community Event budget worksheet Monthly Bank statements for Community Event Bank Account Cancelled checks	Current calendar year + 1 year	SU Finance Coordinator or SU Leads (depending on who is designated signer on Community Event Account)
MEDICAL
Day Camp Medical Log	7 years after the girl turns 21 years old	GSOC HQ
Accident Report with permission slip attached	Permanently	Facility Operations Director, GSOC
PERMISSION SLIPS
Field trips/Events/Activities (one per occasion) Troop Meetings (one per troop meeting location)	Current membership year + 1 year	SU Leads or SU Team Member designee
TROOP/GROUP
Troop/Group Product/Cookie Program Information	Current membership year + 1 year	Troop/Group Product/Cookie Manager
Troop/Group Banking Information	Current membership year + 1 year	Troop Treasurer and/or Troop Leader
Troop Travel Request	Current membership year + 1 year after end of trip	SU Program Lead Girl Experience Manager – Life Skills
Money Earning Application and After Money Earning Report	Current membership year	SU Leads Volunteer Manager – Troop Support
Parent Permission Logs	Current membership year + 1 year	Data Management Coordinator
Training & Recognition Records	If volunteer is with Troop/Group, training records should be kept until they leave troop/group or are accurately reflected on the Volunteer Network	Troop Leader

Council Finder

SU Planning Resources

Thank you for serving the Girl Scout community as a member of the Service Unit Team.

All Service Unit Team volunteer positions must be added by choosing the volunteer role on the Opportunity Catalog each membership year.

Record Type

Length of Time to Store

Team Member

Learn more about our Social Media Guidelines.

Lockups and Acronym Marks:

Web Lockups

Print Lockups

GSOC Acronyms

Event and Activity Flyer Templates:

GSOC Branded Flyers

Brand Story: