- Are official membership records maintained? Is a member of the meeting assigned this responsibility? Are the membership statistics presented to the monthly and yearly meetings annually?
- Are informal records of members and attenders maintained in order to communicate with and build the meeting community?
- Does the meeting (and any institutions under its care) keep clear and accurate financial records? Are these and other meeting records (deed, corporate by-laws, operating records, etc.) kept in a secure location?
- If the meeting is incorporated, are its records maintained and its corporate procedures conducted in accordance with good practice and legal requirements?
- Are minutes of the business of the monthly meeting and of significant meeting committees accurately and neatly kept on acid-free paper and taken in a timely manner to the Friends Historical Library at Haverford or Swarthmore College?
- Has the meeting established document retention guidelines to reduce the storage of unnecessary routine items such as vendor invoices?