TWO-YEAR GROUP INVENTORY

Charlotte AA Group

Date of Inventory: _______________
Facilitator: _______________
Members Present: _______________

PURPOSE

This inventory serves two functions:

1. Standard AA Group Inventory: Evaluate how well we're fulfilling our primary purpose
2. Two-Year Charter Review: Review provisions that were locked during our formation period and now require evaluation

This is not a regular business meeting. This is a special sitting dedicated to honest evaluation and prayerful consideration of our group's health and direction.

LOGISTICS

Format: Special meeting, separate from regular meetings

• Announced well in advance with date agreed upon by group
• No time limit - we stay until the work is done
• May use outside facilitator (non-member) for objectivity

Voting: Same rules as business meetings (registered members only)

Process:

1. Work through inventory questions
2. Identify recommendations for changes
3. All recommendations brought to next business meeting for vote only (no debate)
4. Business meeting votes on each recommendation

Opening: Optional 3-minute meditation

PART I: STANDARD AA GROUP INVENTORY

From AA World Services, Inc. - The AA Group

1. What is the basic purpose of our group?

2. What more can the group do to carry the message?

3. Is the group attracting alcoholics from different backgrounds?

4. Do new members stick with us, or does turnover seem excessive?

• If turnover is high, why?
• What can we, as a group, do?

5. Do we emphasize the importance of sponsorship?

• How effectively?
• How can we do better?

6. Are we careful to preserve the anonymity of our group members and other AAs outside the meeting rooms?

• Do we also leave the confidences they share at meetings behind?

7. Do we take the time to explain to all members the value to the group of keeping up with kitchen/housekeeping chores and other essential services?

8. Are all members given the opportunity to speak at meetings and to participate in other group activities?

9. Mindful that holding office is a great responsibility not to be viewed as the outcome of a popularity contest, are we choosing our officers with care?

10. Are we doing all we can to provide an attractive meeting place?

11. Does the group do its fair share toward participating in the purpose of AA—as it relates to our Three Legacies of Recovery, Unity, and Service?

12. What has the group done lately to bring the AA message to the attention of professionals in the community?

• Physicians, clergy, court officials, educators
• Others who are often the first to see alcoholics in need of help

13. How is the group fulfilling its responsibilities to the Seventh Tradition?

PART II: TWO-YEAR CHARTER REVIEW

These questions address provisions that were locked during our formation period and now require evaluation.

A. CHARTER AMENDMENTS (Article XIII)

The charter can now be amended.

Questions:

1. Has anything in the charter proven unworkable?
2. Have we discovered gaps in our founding principles?
3. Are there provisions that seemed important then but aren't serving us now?
4. Are there new provisions we need to add?

Note: Any recommended amendments require 2/3 majority at business meeting after 1 month prayer period.

Recommendations:

B. BIRTHDAY CELEBRATIONS (Article V)

Automatic changes at 2 years:

• Birthday celebrations limited to group members only (no exceptions)
• No outside speakers (only celebrants share)

Questions:

1. Is the group large enough to sustain members-only birthdays?

   • How many members do we have?
   • How many celebrate annually?

2. Should the outside speaker restriction remain?

   • Has this served its purpose?
   • Do we want to allow celebrants to bring speakers again?

3. Should non-member celebrations still be allowed?

   • Should we make an exception for regular attendees who haven't declared membership?

Recommendations:

C. SERVICE POSITION SOBRIETY REQUIREMENTS (Article IX)

Automatic increases at 2 years:

• Treasurer: 1 year → 2 years
• GSR: 1 year → 2 years
• Supply Person: 1 year → 2 years
• Treatment Center Rep: 6 months → 1 year

Questions:

1. Do we have enough people with appropriate sobriety to fill these positions?

   • Who currently holds these positions and what's their sobriety?
   • Will we lose effective servants due to these increases?

2. Should any other positions have sobriety requirements added or increased?

Note: The increases happen automatically per the charter. This review is to assess whether they're causing problems or if adjustments are needed.

Recommendations:

D. GROUP SIZE AND STRUCTURE

Questions:

1. How many registered members do we have?
2. Average attendance at regular meetings?
3. Average attendance at birthday meetings?
4. Average attendance at business meetings?
5. Are we large enough to sustain current structure?
   • Service positions getting filled?
   • Birthday meetings have enough celebrants?
   • Business meetings have good participation?

Recommendations:

E. FINANCIAL PRIORITIES (Article X)

Current excess funds priorities:

1. Maintaining Big Book inventory for sale
2. Running Google Ads for outreach
3. Group activities (anniversary dinners, potlucks)

Prudent reserve: 2 months expenses

Questions:

1. Are Google Ads working to attract newcomers?

   • How many newcomers found us through ads?
   • Is this money well spent?

2. Should we now contribute to the service structure?

   • GSR reports on district/area needs
   • Have we reached a point where we should participate financially?

3. Is our prudent reserve appropriate?

4. Are there other spending priorities we need?

Recommendations:

F. MEETING FORMAT (Article II)

Questions:

1. Has the Big Book-only focus served its purpose?
2. Are prohibited elements still appropriate?
   • No Preamble
   • No reading of Steps/Traditions except as referenced
   • No safety statement
   • No announcements
   • No burning desires
3. Is the meeting structure working?

Recommendations:

G. SOBRIETY STATEMENT (Article IV)

Current definition: Freedom from alcohol, marijuana, narcotics, and misuse of prescribed medication

Questions:

1. Has this definition served its purpose?
   • Given the newcomer the best possible chance?
   • Caused confusion or conflict?
2. Should the definition change?
3. Is the current application working?
   • Read at business meetings only (not regular meetings)
   • Birthday celebrants expected to adhere
   • No enforcement for general membership

Recommendations:

H. DIGITAL INFRASTRUCTURE (Article XI)

Current:

• Website: charlotteaa.com
• Email: Monthly updates to registered members
• Records: Google Docs/Sheets

Questions:

1. Has anyone taken over website maintenance from founder?
2. Has email communication been effective?
3. Do we need the group laptop yet?
4. What digital vulnerabilities have emerged?

Recommendations:

PART III: OPEN QUESTIONS

1. What has worked really well that we want to protect and continue?

2. What hasn't worked that we need to change or eliminate?

3. What are we not doing that we should be doing?

4. Are there any resentments or conflicts that need to be addressed?

5. Is our group fulfilling the vision the founders had?

6. Are there any "elephants in the room" we need to talk about?

RECOMMENDATIONS SUMMARY

To be completed during inventory and brought to next business meeting

Charter Amendments (require 2/3 majority + 1 month prayer period):

Operational Changes (require simple majority):

CLOSING

After completing the inventory, close with the Serenity Prayer or Lord's Prayer.

The Group Conscience Chairperson (or facilitator) will:

1. Compile all recommendations into written format
2. Distribute to all members before next business meeting
3. Present at next business meeting for vote only (no debate - the debate happened at inventory)

Inventory Completed: _______________

Recommendations Presented to Business Meeting: _______________

Actions Taken: _______________