KAPPA PSI The Ins and Outs of the

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KAPPA PSI The Ins and Outs of the Chapter Progress Report Form Tracy Anderson-Haag

KAPPA PSI The Ins and Outs of the Chapter Progress Report Form Tracy Anderson-Haag Chapter Awards Chair

Objectives • Recognize the purpose of the Chapter Progress Report Form to individual chapters

Objectives • Recognize the purpose of the Chapter Progress Report Form to individual chapters and the Fraternity • Define eligibility criteria for chapter award recognition • Provide tools to ensure comprehensive and accurate completion and submission of Chapter Progress Report Form

Poll Question 1 I have participated in completing the Chapter Progress Report Form for

Poll Question 1 I have participated in completing the Chapter Progress Report Form for my chapter in the past. 1) Yes 2) No

Why Are We Here? • Chapter assessment within ideals of Kappa Psi • Assist

Why Are We Here? • Chapter assessment within ideals of Kappa Psi • Assist chapter in assessing current state u. Delineate strengths u. Identity weaker areas • Help guide growth in areas important to your chapter • Tool used to identify top performing chapters for recognition by the Fraternity

Poll Question 2 I have seen or have access to last year’s Chapter Progress

Poll Question 2 I have seen or have access to last year’s Chapter Progress Report Form submission from my chapter. 1) Yes 2) No

Chapter Progress Report Form • Let’s find the form • www. kappapsi. org •

Chapter Progress Report Form • Let’s find the form • www. kappapsi. org • Central Office—Forms—Chapter Forms—

Chapter Progress Report Form Letter • Purpose • Eligibility criteria • Important deadlines u.

Chapter Progress Report Form Letter • Purpose • Eligibility criteria • Important deadlines u. April 15 th: Early Bird Bonus u. May 15 th: Final deadline • Instructions

Eligibility

Eligibility

Eligibility • Chapter chartered on or before June 1, 2016 • Zero balance with

Eligibility • Chapter chartered on or before June 1, 2016 • Zero balance with Central Office on May 31, 2017 • Filing of 990 Tax Form during reporting period • Contact Central Office to confirm financial status • Contact Grand Counselor for assistance with Tax Form 990

Poll Question 3 In our chapter this person is responsible for completing the Chapter

Poll Question 3 In our chapter this person is responsible for completing the Chapter Progress Report Form. 1) Regent, other chapter officer or chapter EC 2) GCD 3) Other chapter committee 4) Another brother(s) 5) Who is the Wizard of Oz? (I have absolutely no idea)

Getting Started

Getting Started

Getting Started Make sure person listed is available from May 15 th through July

Getting Started Make sure person listed is available from May 15 th through July 1 to assist with verification issues!!

Getting Started

Getting Started

Chapter Roster This number needs to match your February 15 th roster number (based

Chapter Roster This number needs to match your February 15 th roster number (based on Central Office dues assessment). Please make sure you have the same number of brothers on your roster as the Central Office!

New Items • Section III: Participation in Province & National Kappa Psi Meetings •

New Items • Section III: Participation in Province & National Kappa Psi Meetings • Section XI: Optional Bonus Section

Common Missing Information • Section II: Organization and Administration • Section VI: Scholarship and

Common Missing Information • Section II: Organization and Administration • Section VI: Scholarship and Awards • Section X: Correspondence and Graduate Relations

Common Questions • Section VI: Scholarship and Awards, Item 44 u. Verified by the

Common Questions • Section VI: Scholarship and Awards, Item 44 u. Verified by the Chapter Awards Committee; we have this information from the previous year • Section VII: Participation in Pharmacy Associations u. All local, regional or national pharmacy organizations are acceptable for these items (Exception 53) • Section VIII: Participation in Professional Activities

Community Service/Philanthropy If this says “FALSE” when you submit your form, you will have

Community Service/Philanthropy If this says “FALSE” when you submit your form, you will have it returned to correct!

Submission Time • Email the following documents to ander 363@umn. edu • Chapter Progress

Submission Time • Email the following documents to ander 363@umn. edu • Chapter Progress Report Form • Chaptername_17 • Make sure you have completed Sheet 2 • Newsletters (if points claimed) • Don’t forget to ensure you are eligible! • Zero balance from Central Office • File Tax Form 990

Dean’s Evaluation

Dean’s Evaluation

GCD Evaluation

GCD Evaluation

Submission Time • MAIL the following documents to Tracy Anderson-Haag 13240 Mankato St NE

Submission Time • MAIL the following documents to Tracy Anderson-Haag 13240 Mankato St NE Blaine, MN 55449 u. Dean/Administrative Chapter Evaluation u. GCD Chapter Evaluation • MUST be postmarked on or before May 15 th to be accepted • These do NOT need to be received by April 15 th to earn early bird bonus points

Poll Question 4 I learned something through this webinar that will help me complete

Poll Question 4 I learned something through this webinar that will help me complete and submit the Chapter Progress Report Form successfully. 1) True 2) False

KAPPA PSI FOR LIFE

KAPPA PSI FOR LIFE