Transcript Document

Officer Training
Welcome!
Region
Name
Date
Introductions
Your info here
Volunteers and guests
Volunteers and guests
Roll call
College and university names here
Icebreaker
Pick an icebreaker and put the instructions on this slide
Alpha Kappa Psi – A review
Fraternity Structure
Management Team
Foundation
Board of
Directors
Chapter Congress
Regional Mgmt Team
Governing Bodies
Daily Operations
Board of Directors
Chief Executive Officer
Heritage
Center
Staff
Area Vice Presidents
President
Executive Vice President
Regional Directors
Regional Managers
Section Directors
Chapter Advisors
Chapter Advisory Board (CAB)
Direct Report
Chapters
Functional Report
Leaders
Dan Stubblefield
Alexander Sultan
Chairman
President
Fraternity Board of
Directors
Fraternity
Mark MacGibbon
Kerri Dickson
Chairman
Executive Vice
President
Foundation Board of
Directors
Fraternity
Steve Hartman
Your name
CEO
Regional Director
Alpha Kappa Psi
Fraternity and
Foundation
Region
Regional Management Team
 Insert an org chart or pictures of your team
Governing Documents
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Constitution and Statutory Code*
Board of Directors Statement of Policy*
The Ritual of Alpha Kappa Psi
Chapter Bylaws
 *Find links to these documents online at akspi.org.
www.akpsi.org/rtb
Road to Brotherhood
Securing the Future
 Rush and Recruitment
 Target Market
 Advertising
 Rush events
 Bid delivery
 Surveying and documenting rush
Road to Brotherhood
Pursuit of Brotherhood
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Using PEP
Creating pledge teams
Big/little brother mentor systems
Properly evaluating pledges
Proper discipline
Rewards
Check out: Proper voting topics when voting on pledges
Road to Brotherhood
Fostering Commitment
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Creating committee systems
Surveying members
Rewards
Setting Goals
Exit interviews
New Brother Orientation
Check out: Look up ideas for professional programming
Road to Brotherhood
Affirmation of Passage
 What makes a good alumnus
 Working with alumni
 Building good alumni from day one
 New Alumni Orientation
 In depth information for presenting a good new alumni
orientation for new graduates
Road to Brotherhood
 Appendices
 More than 30 examples and samples
 Don’t recreate the wheel – build on what’s there
 Utilize the index for quick reference
Pledge Education Program
 Proper pledge evaluation and discipline
 Pledge Action Plan activity
eLearning and Webinars
Preparing for recruitment
Selling AKPsi
Conflict resolution
Creating a recruitment event
Chapter finances
Fighting apathy
Making alumni matter
Attract and retain corporate
sponsorships
 Chapter management tools
 Membership Retention
 Understanding PEP
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 Four categories:
 Chapter Operations
 Leadership Development
 Personal Growth
 Risk Management
Awards
 Student and Alumni Awards Catalog
Due Dates
 Activity: What is due when and
who is responsible?
Programs and Events
Programs and Events
 Academy
 Case Competition
 Convention | 2015 Norfolk, Virginia
 Chapter Congress
 College of Leadership
 Fraternity Advisors Conference
 Principled Business Leadership Institute
 Member benefits
Website
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akpsi.org
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Resources
Information about programs
Registration for events
MarketPlace
Online payments
Networking with brothers
• Post résumé
• Create profile – similar to Facebook, for brothers only
• Search for other brothers
Risk Management 101
Risk Management
Drug and Alcohol Policy
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NO DRUGS
No underage drinking/Must ID
BYOB or Licensed 3rd Party Vendor
No Chapter money/slush funds
Pledge Events = NO
No drinking games
Cut off time for drinking
Control excessive drinking
Can’t arrive intoxicated
Non-alcoholic options
Risk Management
Hazing Policy
 “Any action taken or situation created, intentionally or
unintentionally, whether on or off fraternity premises, to
produce physical or mental discomfort, embarrassment,
harassment, or ridicule or possibly cause physical harm or
injury.”
Risk Management
Common Examples
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Paddling
Blindfolds
Scavenger Hunts
Late work sessions
Verbal abuse
Pledge Hazing
 President and VP Membership/Pledge trainers responsible
Risk Management
Sexual Harassment
 Unwelcome sexual advances
 Requests for sexual favors
 Sexually offensive verbal or physical contact
Risk Management
Electronic Images Policy
“The fraternity shall prohibit its members from producing,
publishing, and/or distributing any material, whether
written or electronically as text, audio, video, or some
combination of all three that could be deemed harmful to
the good name and reputation of the fraternity.”
Risk Management
Common Examples
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Policy violations
– Tagged with AKPsi
– Identifiable as AKPsi members or events
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Web sites
Facebook
Blogs
Twitter
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Youtube
Protect the Chapter
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Cover the policies
– Signatures
Have a compliance committee
– Review policies before every event
Self police/report violations
Have a seminar for chapter
– Hazing
– Alcohol
– Sexual harassment
Don’t drink in letters
– Stop tagging pictures
Consequences
 Investigation
 Probation
 Someone is injured
 Someone becomes sick
 Someone passes away – we have had members die
 Loss of charter
 Removal from school – some universities have
suspended students for their involvement in violations
 Removal from the fraternity – some members have lost
their membership for their involvement with violations
Risk Management Tools
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Policies with a signature form
Investigation report form
Tips
Chapter presentation
When in doubt – ask
Check out akpsi.org for more information
Activity
 Pick your place along the
continuum after the statement is
read.
Annual Chapter Report
 Always check the akpsi.org for the current version
 Use as a planning tool
 Build events into calendar that will earn points
 Look for events that count for double points
 Social event with another chapter = social event & inter chapter
event
 Faculty breakfast with a professor speaking to the group =
professional event & faculty appreciation
 Don’t fall behind/report progress
 Turn in early for CA/RD review
Rituals
Finances
Fees
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Pledge Fee
Initiation Fee
Member Dues
Insurance
Budgets
 General Rules of Budgeting:
 The budget must be approved
 The budget should never project a loss
 Any expense over $50 must be reviewed
 All budget variances should be reviewed
 The budget should be realistic
Fundraisers
 Group Discussion
Recruitment 101
Recruitment
 Insert initiate goals and regional goals. Feel free to
insert another slide to show the results of the previous
year.
Selling AKPsi
 Introduction
 Getting to know the guest
 Make a connection
 Build rapport
 Elements of relationship
 Trust
 Credibility
 Common goals (shared values)
Selling AKPsi
 Presentation
 Share your experiences
 What will AKPsi offer?
 Why they’ll love AKPsi
 What have you gained?
 What will they gain?
Selling AKPsi
 Overcome Objections
 Answer all questions
 Be honest
 Turn concerns into a positive
Selling Process
 Invitation to Join
 Ask them to join
 Most people are never officially asked to join
 Provide info on how to join
Selling AKPsi
 Thank you & Follow up
 Thank them for considering AKPsi
 Follow up next day
 Remind them you want them to join
 Make them feel important
Leadership
Goal Setting
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Determine the greatest area of concern
Visualize – how will things look without the problem?
Establish priorities
Select best method to achieve priorities
Monitor and re-evaluate priorities and goals
Evaluate progress
– Weekly, monthly, and semi-annually
– Utilize written evaluation to establish foundation for next
year
OGAR
 OBJECTIVES
 GOALS
 SMART
 ACTION PLANS
 RESULTS
Setting Chapter Goals
 Bare Minimum:
 New Initiate Goals
 PBLI Goals
 Convention Goal (if convention year)
 Additional Goals:
 ACR Points
 Fundraising $$
 Professional Activities
 Service Hours
 Yellow Rose
 Academy/All Academic Team
 Communication
 Improve morale
AKPsi Core Values
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Brotherhood
Knowledge
Service
Integrity
Unity
Events and Core Values
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Volunteering at soup kitchen:
Dress for Success seminar:
Ethics seminar:
Campus rock-a-thon for charity:
Yellow Rose banquet with canned food drive:
Time Management
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List your goals
Make a daily “to do” list
Start with the “A’s”
Always ask yourself
Handle each item just once
DIN
Delegate
“Time is at once the most valuable, and most perishable of
all our possessions.”
–John Randolph
Leadership
 What do we expect from leaders?
 Why do we need leaders?
Closing
Individual Chapter Officer
Training
Chapter Officer Training
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President
Vice President of Administration
Vice President of Alumni Relations
Vice President of Membership
Secretary
Treasurer
Master of Rituals