Chapter Advisor Training In depth Chapter Advisor training

Chapter Advisor Training In depth Chapter Advisor training. . . at your own

Chapter Advisor Training Introduction Purpose To provide in depth training for Chapter Advisors to complete on their own timeline and at their own pace. Where are the Sessions Located? The Chapter Advisor At-Your-Own-Pace Training is available on Alpha. Phi. org under Chapter Advisor Resources.

Chapter Advisor Training Introduction What is Chapter Advisor Training? It is a series of 8 Power. Point’s paired with pre-recorded webinars on the following topics: Session 1: Vital Signs & Chapter Health Governing Documents Session 2: Risk Reduction Philosophy Session 3: COB & Roster Management Session 4: Finance & Billhighway THIS SESSION Session 5: Filling Facilities Session 6: How to Run an Executive Council Meeting Session 7: Recruiting & Training Advisors Session 8: Partnership with FSA

VITAL SIGNS & CHAPTER HEALTH

VITAL SIGNS & CHAPTER HEALTH What is the closed chapter analysis? • • • An analysis of all closed chapters from 1960 -2000 Over 52 chapters analyzed Outcome of analysis lead to “Red Flags” lead to Vital Signs lead to the first Chapter Advisor Academy Advisory Board Financial Managemen t Size & Retention Recruiting Strength VITAL SIGNS = CHAPTER HEALTH Citizenship

VITAL SIGNS & CHAPTER HEALTHY CHAPTER SIGNS: • • Vital competitive analysis and implementation thru membership selection, matching and party planning. Consistent team or set of advisors working with the chapter in all areas of recruitment, programing and finances Team and advisors are keenly aware of how programming supports recruitment Chapter creates opportunities in chapter roster and strategically cob women they are unable to obtain in formal recruitment. Development of competitive social calendar targeting key groups/clubs that increases brand recognition Training and development of officers/advisors is centrally focused on increasing r ecruiting strength thru all areas of programming. Through this training the chapter becomes more aware of their obstacles, has the tools/knowledge to discuss, accept and strategize on how to overcome them. Marketing plan is based upon appearing as though they are

VITAL SIGNS & CHAPTER HEALTH UNHEALTHY CHAPTERS SIGNS: • Chapter consistently not at campus total/average chapter size • Chapter not seeking out vacancies within their chapter roster • Chapter did not have an overall strategic plan that placed recruitment as the #1 priority • Changes in the Greek or campus situation • Chapter membership unstable due to resignations or terminations • Rumored or real image problems • Chapter had little or no social life or interaction on campus with other groups • Weak advisory board and local alumnae support • Consistently weak officers and poor leadership training • Financial problems

VITAL SIGNS & CHAPTER HEALTH RECRUITING STRENGTH & REGRETS SIZE & RETENTION FINANCIAL MANAGEMEN T CITIZENSHIP CHAPTER SUPPORT

VITAL SIGNS & CHAPTER HEALTH VITAL SIGN: Recruiting Strength & Regrets - Healthy chapters recruit in the top half of chapters in either RRS or PRRS Chapter Support Size & Retention Recruiting Strength & Regrets Financial Management VITAL SIGNS = CHAPTER HEALTH Citizenship

VITAL SIGNS & CHAPTER HEALTH VITAL SIGN: Size & Retention - Healthy Chapters are at or above campus total Chapter Support Size & Retention Recruiting Strength & Regrets Financial Management VITAL SIGNS = CHAPTER HEALTH Citizenship

VITAL SIGNS & CHAPTER HEALTH VITAL SIGN: Chapter Support Healthy chapters have a minimum of a: • Chapter Advisor • Recruitment Advisor • Finance Advisor Chapter Support Size & Retention Recruiting Strength & Regrets Financial Management VITAL SIGNS = CHAPTER HEALTH Citizenship

VITAL SIGNS & CHAPTER HEALTH VITAL SIGN: Financial Management Healthy chapters have: • Full facilities • Accounts receivable over 30 days old are less than 5% of total budget at the end of the academic term • Have a net profit for the year or took a loss for the year of less than 10% of the annual budget Chapter Support Size & Retention Recruiting Strength & Regrets Financial Management VITAL SIGNS = CHAPTER HEALTH Citizenship

VITAL SIGNS & CHAPTER HEALTH VITAL SIGN: Citizenship Healthy chapters are: • In good standing with Alpha Phi and the host university • Have not been on action steps more than twice in the last four years • Have not been on probation with API more than twice in the last four years • Have not been on probation more than once with host university in the last four years Chapter Support Size & Retention Recruiting Strength & Regrets Financial Management VITAL SIGNS = CHAPTER HEALTH Citizenship

VITAL SIGNS & CHAPTER HEALTH How do I use these Vital Signs as an Advisor? Use it to guide your time and energy Understand balance Be prepared for triggers when one vital sign is achieved or lost Train your advisors on what chapter health looks like

GOVERNING DOCUMENTS

GOVERNING DOCUMENTS What documents do you need to review as a Chapter Advisor? Collegiate Chapter Operations Manual (CCOM) – Most often used and covers all operations within a chapter. Policies and Procedures (P&P) – Covers the standing rules within Alpha Phi Constitution – Standing document of Alpha Phi with organization Bylaws Chapter Bylaws (chapter specific – ask previous CA (or CCA/IG/ETL) for access) * All located on the Alpha Phi website. Login → Members → Resources*

Questions? Questions on the Governing Documents or how to use the Vital Signs for your chapter? Reach out to your CCA/IG/ETL! Having issues logging into Alpha. Phi. org or Officer Portal to gain access to the Governing Documents and other resources? Email us at the Executive Office and we will gladly help! Alumnae@alphaphi. org