Annual Return Wizard
Make the annual return a records check, not a yearly panic.
This wizard helps a brother choose the lodge, review the records behind the report, name the weak seam, and turn that into a practical next-step brief.
It does not pretend to replace a full reporting system. It gives the Secretary and officers a calm order to work from before they drop back into the lodge profile, planning, and the Secretary study path.
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Where This Sits
This tool belongs to a larger way of working.
Use the wizard for the decision in front of you, then keep moving in the lane that supports the rest of the work. That way the tool does not become a one-off fix detached from the habits around it.
Secretary core workflow
Step 1 of 5: Annual Return Wizard
Before this: this is the first tool in the lane.
After this: Dues Notice Wizard
Keep this lane moving by handing yourself straight into the next tool once the present question is clear.
Checking what the next tool in this lane still needs...