MTM ADMIN · PRIVATE WORKSPACE

People, responsibilities,
and the evidence behind them.

Follow up on committee interest and keep annual obligations moving through preparation, review, and filing.

Checking administrator access…

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Committee follow-ups due

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Obligations past their target date

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Due in the next 30 days

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Obligations needing review

Dates use UTC. Counts describe saved workflow records; they do not establish MTM’s legal status or whether every obligation has been identified. Follow-ups are shown here; no messages are sent.

Turn an introduction into a clear next step.

Record a person’s interest, permission to follow up, and who owns the conversation. Committee interest does not grant membership, a board seat, or platform access. Archiving or recording a withdrawal retains the saved record and its change history.

New committee interest

Unsaved draft

Name Role or committee of interest Email Phone

What they would like to contribute How the introduction happened

Permission to contact Permission recorded on

Permission evidence

Owner Next follow-up Status Record title

Role approval checkpoint

Record the person’s agreement, an authorized approver, and the decision before marking a role approved. Board powers and director appointments need the organization’s separate governing process. This form changes no account permissions.

The person agreed to this defined role.Approver Decision evidence link

Working notes Private evidence references

Use “label | https://link”, one per line, up to 20. Keep linked documents restricted to the appropriate people; storing a link here does not change its sharing settings.

A filing is complete when its evidence is recorded.

Confirm applicability, set a target date, prepare documents, then record review and filing evidence. The workspace does not submit filings or verify receipts with an agency.

Organization facts need verification. Confirm MTM’s legal entity, formation jurisdiction, tax determination, fiscal year end, fundraising locations, and responsible officers against current records. Starter items remain unverified until a reviewer establishes which rules apply.

New obligation

Unsaved draft

Confirm
Prepare
Review
Record filing

Obligation title

Authority or agency Jurisdiction

Official source

Work type Applicability Reporting period Target / due date Owner

Enter a verified deadline or a clearly documented internal target. No dates are calculated from the starter checklist.

Workflow status Evidence, decisions, and next steps Private evidence references

Use “label | https://link”, one per line, up to 20. Link to restricted records; this workspace does not upload files or change their access.

Review and completion checkpoint

Reviewer Reviewed on Filed on

Completion requires confirmed applicability, an official source, period, owner, evidence, reviewer, and review date. A filing also needs its filing date; an operational review uses “Review completed.” “Not applicable” requires a source, reviewer, review date, and written rationale. Review the filing evidence on or after the filing date. The signed-in administrator is recorded separately in change history.

Turn an introduction into a clear next step.

New committee interest

A filing is complete when its evidence is recorded.

New obligation

Review and completion checkpoint

Start with the right questions.