simple record keeping?

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  • August 5, 2011 at 2:20 pm
    morgrace
    Participant

    While I am not REQUIRED by my state to keep records, aside from completing some paperwork each year (which I intend to save a copy of for myself). Here is what I figured I should keep – would I be saving enough for my own reference for the future?

    1) paperwork for state

    2) attendance record 

    3) Year Overview (from Planning your CM Education)

    Doesn’t seem like much! Too simple maybe? But then I tend to over complicate things! Embarassed What else do you save, especially if you don’t *have* to?

    August 5, 2011 at 3:02 pm
    suzukimom
    Participant

    We don’t have to – but my husband wants me too….

    That said… I use the CMO and so I do a printout at the end of the year.  I also keep a portfolio of their work.

    August 5, 2011 at 4:30 pm
    JennNC
    Participant

    I think I would also keep your term outline charts to go with the year overview — so later you don’t have to reinvent the wheel if you ever want to use that particular year again. Unless of course you know for sure you’ll never want to do that.

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