Transcript Powerpoint - Jack and Jill of America, Inc.

New Member Orientation
Workshop Two
NOTE TO CHAPTER PRESENTER:
All new members, legacy and voted-in, must attend an orientation
workshop prior to initiation. New member initiation must occur by May 31.
The following presentation, New Member Orientation Workshop II has
been prepared for your use. It covers the following topics:
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Jack and Jill Programming
Jack and Jill Financial Considerations
Detailed Chapter Information should be customized and added
FYI - New Member Orientation Workshop I presentation covers the following topics:
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Brief Jack and Jill History
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Overview of Jack and Jill Facts and Timeline
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Jack and Jill Organization and Structure
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National
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Regional
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Auxiliary Groups (Associates & Fathers)
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Chapter (please customize for your chapter)
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Jack and Jill Governance
•
Jack and Jill Foundation Overview
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New Member Success Factors
WELCOME NEW MOTHER MEMBERS !
Jack and Jill of America, Inc. endeavors to be the premier
family organization in America focused on youth leadership
and development. As National Vice President, I welcome
you on behalf of the National Executive Board as new
members of our wonderful organization.
The following presentation for New Member Orientation
Workshop Two is intended to provide our newest members
with information that will enhance your understanding of J&J
financial considerations and programming initiatives. It is
also intended to provide a foundation to ensure your tenure
in J&J will be fulfilling, valuable and rewarding.
Long live Jack and Jill!
“Achieving Excellence, Inspiring Greatness,
Motivating Our Youth to Lead and Serve”
Tamara Turnley Robinson
National Vice President
2010 - 2012
Agenda
• Programming Excellence
• National
• Regional
• Chapter
• Financial Focus
• Responsibilities
• Policy
• Dates
National Programming
National Theme
“Achieving Excellence, Inspiring Greatness,
Motivating Youth to Lead and Serve!”
National Program Thrust
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AIM for Healthier Lifestyle
AIM for Youth Leadership Development
AIM for Youth Financial Literacy
Recreational and Social
Educational
Cultural
Community Service
Legislative
National Programming
AIM To Win
Weight Loss CHALLENGE
Jack & Jill
Across America
Jack and Jill Healthy Living
Cookbook
Jack and Jill National
Fitness Day
January 2011
Spring 2011
Fall 2011
Spring 2012
Jack and Jill of America, Inc. is
determined to get healthy and
fit as an organization by
launching the AIM to Win
Weight Loss Challenge!
Jack and Jill Across America will
require every chapter’s
participation as we march
across the country from coast to
coast in activity steps as an
organization.
Jack and Jill of America, Inc.
will design a national
cookbook comprised of our
best healthy recipes.
As CHAPTERS, we will
encourage members and their
families to reach their individual
and our chapter goals to ensure
our success.
As CHAPTERS, we will ensure
we are properly represented
by submitting our best
healthy and nutritious recipes
for consideration.
As MEMBERS, we will track the
activities of our families as we
collectively accumulate steps
that will assist in reaching our
goal of crossing America by our
2012 National Convention.
As MEMBERS, we will work
with our families to gather
and submit our healthy
recipes.
As CHAPTERS, we will support
our J&J chapter sisters as we
AIM To Win
As MEMBERS, we will
individually compete within
chapters and contribute to the
Chapter and Regional Level
Challenges
The J&J National Fitness Day
will be a nationwide event
where every chapter across
the country participates in a
fun and exciting fitness
extravaganza where our
families and the communities
we serve will come together
and celebrate fitness.
As CHAPTERS, we will host or
participate in an athletic
event (i.e. 1K Family Fun Run,
Race for the Cure, ) and
include our community
partners and youth in our
day of fitness!
As MEMBERS, we will
commit to participating in
and supporting the event.
Jack and Jill Programming
 Our National theme provides focus and AIM for much more
significant and far reaching programming and community
initiatives.
“Achieving Excellence, Inspiring Greatness, and
Motivating Our Youth to Lead and Serve! ”
 Together we will:
 AIM for awareness and provide education for a healthier lifestyle
 AIM for expanded youth leadership development
 AIM for expanded youth financial awareness and wealth
Programming Excellence
• J&J age group activities during the program year should
include an activity in each of the following areas:
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Educational
Recreational
Social
• Cultural
• Civic
• Health
• Leadership development should also have a major emphasis
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Teen leadership Modules
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Accountability & Responsibility
Confidence
Communications / Public Speaking
Integrity & Ethics
Problem Solving & Conflict Resolution
Self-Discipline
Trust & Respect
Vision
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Character Building
Communications/Listening
Goal Setting
Legislative
Risk-Taking
Service & Sacrifice
Utlizing Strengths
Financial Literacy
• Community Service should be emphasized
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Children should be encouraged to become lifelong community
servants
Programming Excellence
 Habits and patterns established at this
formative time will have a great
influence on our children throughout
their adult lives
 Good program planning requires
teamwork
 No task is too difficult, nor time too
great, to spend planning for and with
our children. !!
Chapter Programming
PLEASE INSERT
YOUR CHAPTER
PROGRAMMING
INFORMATION
Member Financial
Responsibilities
• Every Jack and Jill of America, Inc. member is empowered to
ensure all financial matters are in accordance with our
governing documents.
• It is important that our financial governing documents are
communicated and distributed such that each member
comprehends the requirements binding on the financial
officers.
• All members have a fiduciary responsibility to ensure the
elected officers abide by standard operating procedures
outlined in the Jack and Jill of America, Inc. Financial
Handbook. (Handbook is on the member portal of the J&J website)
Officer
Financial Responsibility
Elected Officers have a fiduciary responsibility to the members to
account for all funds collected and distributed on their behalf of
the organization and in accordance with their approved budget.
Chapter officers bonded:
• President
• Vice President
• Treasurer
• Financial Secretary
Financial Policies
Financial governance is established in the following
documents:
• Jack and Jill of America, Inc. National Bylaws
• Jack and Jill of America, Inc. Financial Handbook
• Chapter Bylaws (national guidelines supersede chapter
bylaws)
Tax Exempt Status
• Jack and Jill of America, Inc is recognized as a 501 (c) 4 tax
exempt organization
• Contributions to Jack and Jill of America, Inc. are not
deductible.
National Financial Dates
** Per Capita and Bonding Fee
Submission
September 30
Legacy Requests
January 31
New Members Headquarters
and Joining Fee
May 31
Foundation Contributions
June1
Chapter Officers and Contact
Information to National
June 15
**End of Year Reports
June 30
**Annual Audit Reports
August 31
**Penalties for late filing apply
Chapter Financials
Chapter Specific Financial Information / Processes
Chapter Dues / Due Dates
Chapter Assessments if any
Chapter Financial Processes
-Payments/Disbursements/Reimbursements
Q&A