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
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
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
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
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
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
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
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
Brotherhood
Knowledge
Service
Integrity
Unity
Events and Core Values
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
President
Vice President of Administration
Vice President of Alumni Relations
Vice President of Membership
Secretary
Treasurer
Master of Rituals