Advisor
                                      Manual
                                          ADVISOR: One who advises
Wh...
There are many benefits associated with becoming an advisor
                                                          to a...
Conflict Mediator
Inevitably, students are going to join the organization with different agendas, goals, and ideas about h...
Sample Advisor Contract
A useful instrument for sharing expectations and clearly identifying an Advisor’s role is the advi...
• Be visible and choose to attend group meetings and events. At the
                                                      ...
•     Know it all.

               Advising                                           •
                                  ...
TROUBLESHOOTING
       The following lists are provided so that an advisor may have a better idea of the types of problems...
LIABILITY AND RISK REDUCTION
As an advisor of a student          none that covers all the possi-         tions of particip...
MORE ABOUT BUDGETS

Developing a Budget                                           Managing the Budget
       ♦   Begin pre...
Corporate Sponsorship
One of the best ways to increase fund raising efforts is to ob-         A Few Fundraising Ideas
tain...
Over the course of time, your student organization will most
                                                             ...
Event Planning Timeline
NOTE: This timeline is to be used to spark ideas and reminders for you to create your own timeline...
Event Planning Timeline

One Month in Advance
    ♦   Start promotion for event – announcements to media, teaser campaign
...
Event Planning Timeline

Three Weeks Before
     ♦   Distribute promotional materials/advertising
     ♦   Pick up supplie...
Event Report
Event
Date                                                  Time
Location
Coordinator(s)
Area of Focus
Attend...
Publicizing Your Event
The following tips may be           bers. Make one call              for those who stay            ...
Officer Transition
One of the most important         of meetings where outgoing      ♦    Fill in the blanks." If an    li...
Retreats
WHY SHOULD YOUR ORGANIZATION HAVE A RETREAT/WORKSHOP?
Organization retreats and workshops enable student organiza...
SAMPLE RETREAT SCHEDULE—TEAM EFFORT
Icebreakers and team-builders
1. Officer meetings
♦ New/old officers pair off (preside...
More than 1 million parents were incarcerated in prisons or
 Student Organization Officer Roles                   local ja...
Parliamentary Procedure
What is Parliamentary Procedure?
Parliamentary procedure is a set of rules for conducting meetings...
ACPA Advisor Manual
ACPA Advisor Manual
ACPA Advisor Manual
ACPA Advisor Manual
ACPA Advisor Manual
ACPA Advisor Manual
ACPA Advisor Manual
ACPA Advisor Manual
ACPA Advisor Manual
ACPA Advisor Manual
ACPA Advisor Manual
ACPA Advisor Manual
ACPA Advisor Manual
ACPA Advisor Manual
ACPA Advisor Manual
ACPA Advisor Manual
ACPA Advisor Manual
ACPA Advisor Manual
ACPA Advisor Manual
ACPA Advisor Manual
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Transcript of "ACPA Advisor Manual"

  1. 1. Advisor Manual ADVISOR: One who advises What’s Inside: another, especially officially Benefits of Advising 2 Advisor Roles 2 or professionally: consultant, Sample Advisor Contract 4 Advising Do’s 5 counselor, mentor. Advising Don’ts 6 Responsibilities of Organization 6 Questions to Ask Organization 6 Troubleshooting 7 Advising Styles and Skills 7 Liability and Risk Reduction 8 In the Spring of 2005, the Commission for Student Involvement determined Budgeting 8 the need for a “standardized” Advisor Manual that would be available online Fundraising 9 for advisors and practitioners to download and personalize. Over the course Program Planning Checklist 11 of a year, committee members consulted with Commission members; re- Event Planning Timeline 12 searched online manuals and other resources; and compiled and edited Event Report 15 reams of information. The result of these efforts is this handbook. While writ- Publicizing Your Event 16 ten for student organizations, these resources may be adapted for Greek or Officer Transition 17 residence hall populations as well. Retreats 18 Student Organization Officer Roles 21 Thanks to all of the commission members, advisors, and student affairs pro- Parliamentary Procedure 22 fessionals who contributed feedback and resources. Every effort has been Membership and Recruiting 24 made to give credit where credit is due. If we mistakenly missed someone, Motivation 27 please let us know and we will update our information. At this same time, if Manual Checklist 28 there is additional data that should be added to the volume, we would appre- Examples, Resources and Handouts 29 ciate your feedback! Special thanks to those who contributed, and to the committee members who spent countless hours pouring through volumes of information: Shana Wark- entine Meyer, Kansas State University at Salina; Chris Gill, Fontbonne Uni- versity; Michele Shelton, Emmanuel College; Amy Koeckes – University of Nevada – Reno. 1
  2. 2. There are many benefits associated with becoming an advisor to a student organization. Here are some: BENEFITS OF ADVISING: ∗ The satisfaction of seeing and helping students learn and develop new skills. ∗ Watching a disparate group come together to share common interests and work toward common goals and an understanding of differences. ∗ Developing a personal relationship with students. ∗ Furthering personal goals or interests by choosing to work with an organization that reflects one's inter- ests. ∗ Sharing one's knowledge with others. ADVISOR ROLES Each advisor perceives his/her relation to a student organization differently. Some Advisors play very active roles, attending meetings, working with student officers, and assisting in program planning and development. Others maintain a more distant relationship to the organization. It is hoped that each Advisor will maintain some regular contact with his/her organization. An Advisor accepts responsibility for keeping informed about activities of the organization and for advising officers of the organiza- tion on the appropriateness and general merits of policies and activities. However, Advisors are not responsible for the actions or policies of student organizations; students are solely responsible. Advisors should be both accessible and interested and should provide whatever counsel a group or its members might seek. Given the myriad of purposes, activities, and objectives of various student groups, the role of the Advisor will vary in some de- gree between groups. The purpose of this section is to outline basic roles of an Advisor. As groups vary in their expectations and needs, it is important that you, as an Advisor, develop an understanding with the organization you are to represent as to the nature of your involvement. The Advisor and group should agree on a set of expectations of one another from the onset and should write this list down as a contract between the group and the Advisor. Following are some of the roles you may assume as an advisor: Mentor Many students will come to see their advisor as a mentor and the success of these relationships can last many years and be rewarding for both the student and the advisor. If the student is seeking an education and a career in your field, you may be asked to assist in his/her professional development. To be effective in this capacity, you will need a knowledge of their aca- demic program and profession, a genuine interest in the personal and professional development of new professionals, and a willingness to connect students to a network of professionals. You may be approached to review resumes, to connect stu- dents with community resources, or to be a sounding board for their ideas of what they want to accomplish in the field. At times, students will seek out someone to assist with their personal development. In this capacity, a mentor will have a basic understanding of student needs and perspectives, a desire to challenge students intellectually and emotionally while providing support to meet the challenge, and the ability to listen to students’ verbal and nonverbal communication. Students may want to talk to you about family or relationship issues, conflicts they are having with other students, or to have conversations about their ideas and thoughts on different subjects. Team Builder When new officers are elected or new members join the organization, you may need to take the initiative in turning the stu- dents from individuals with separate goals and expectations into a team. Team building is important because it enhances the relationships of the students between one another and the advisor. Positive relationships help the organization succeed and to work through conflicts and difficult times. To accomplish the goal of creating an effective team, it is necessary to conduct a workshop (if you and the students have the time, a full-scale retreat encompassing team building and goal setting could be planned) to engage students in this process. As the advisor, you may consider working with the student officers to develop a plan and to have the students implement it. Training students in effective techniques for team building will keep students invested in the organization and give them the opportunity to learn what it takes to build a team. 2
  3. 3. Conflict Mediator Inevitably, students are going to join the organization with different agendas, goals, and ideas about how things should function and the direction they should be taking. When working with students who have come in to conflict, it may be necessary to meet with them and have them discuss their issues with each other. In many cases, it may be necessary to remind them that they both want what is in the best interest of the organization. Ask them how they think they can work together, point out the organi- zation’s mission, and ask how their conduct is helping the group achieve its mission. Sometimes, one student may be causing problems with other students. In many cases this student may not realize that his/her actions are causing a problem. In this case, speaking with the student individually could be helpful. Chances are that no one has met with the student previously and discussed how his/her attitudes are impacting other people and how those attitudes or actions can be changed to make everyone feel better. In many cases, the student will appreciate honest feedback. Reflective Agent One of the most essential components to learning in “out of classroom” activities is providing time for students to reflect on how and what they are doing. As an advisor, you will want your officers to talk to you about how they think they are performing, their strengths, and their weaknesses. Give them the opportunity to discuss their thoughts on their performance. Then be honest with them. Let them know when you agree with their self-perceptions and in a tactful manner let them know when you disagree. Remember, any criticism you provide students should be constructive and you will want to provide concrete exam- ples of actions the student took that seem to contradict their self-perceptions. When students discuss their weaknesses, ask them how they can improve those areas and how you can help them. Students usually have the answer to what they need; they just don’t like to ask for help. Remember to have students reflect on their successes and failures. Educator As an advisor, your role of educator will often come through the role modeling of behavior, guiding the student in reflection of their actions, and being there to answer questions. One of the most difficult actions to take as an advisor is to do nothing, but sometimes this can be the most important action of all. Allow the students to make their decisions even if they do not agree with your ideas. Sometimes, students will succeed; other times, they may fail. The key is to return to the role of the reflective agent and give the students a safe place to reflect on their experiences. Motivator As an advisor, you may have to motivate students to excel and to carry out their plans and achieve their goals. Some students are easily discouraged and at the first sign of difficulty they may want to quit. You will need to be their “cheerleader” to keep them excited about all of the potential successes they will experience. You can motivate students through the recognition of their efforts, appealing to their desire to create change, and to connecting their experiences here at the University to the ex- periences they will have in the community. Policy Interpreter Student organizations operate under policies, procedures, and rules. At times, students may not be aware of these policies and they will do things in an inappropriate manner. The more you know about these policies the better advising you can give to the students on their plans. As an advisor you will assume numerous roles and all possible roles are not mentioned here. A key idea to remember is that you are an advisor not the leader. You provide guidance, insight, and perspective to students as they work on projects, but you should not be doing the work. Students will learn if they are engaged. Be careful of being challenged into doing the work for a student project. The students make the decisions, and they are accountable for those decisions, and for the successes and failures of their groups. 3
  4. 4. Sample Advisor Contract A useful instrument for sharing expectations and clearly identifying an Advisor’s role is the advisor’s contract. Even if you don’t choose to put your agreement into contract form, record your expectations for future leaders of the organiza- tion. Sample Advisor Contract The members of ______(organization)____ request ______(name)_______ to serve as Advisor of the organization for a period not to exceed _____(how long)_____ beginning with __(semester)_______. Duties, responsibilities, and expectations of the position are as follows: (List responsibilities and expectations of the Advisor and organization) Duties and responsibilities may be reconsidered at the request of the Advisor, president, or majority vote of the membership in a regular meeting. President’s/Chairperson's: Signature______________________Date:________________ I have met with the president of the above-named organization and discussed the duties and responsibilities of Advisor as listed above. I agree to serve as Advisor and will fulfill these duties and responsibilities to the best of my abilities. Advisor: Signature______________________Date:________________ This contract is effective for ___(period)___ and may be renewed each year thereafter upon the agreement of both parties. Information provided by Jim Mohr, Advisor for Student Organizations and Greek Life, Eastern Washington University 4
  5. 5. • Be visible and choose to attend group meetings and events. At the same time, know your limits. Establish an attendance schedule at organiza- Advising Do’s tion meetings, which is mutually agreed upon by the advisor and the student organization. • Know your group's limits. Help students find a balance between activi- Each advisor and organization leadership ties and their academic responsibilities. should openly discuss what kind of role the advisor should play with the organization. • Keep your sense of humor and enthusiasm. Share creative suggestions and provide feedback for activities planned by students. Some organizations have a pool of advisors to assist them with different aspects of the or- • Serve as a resource person. The advisor does not set the policy of the group, but should take an active part in its formulation through interaction ganization (financial, scholarship, program- with the members of the group. Since members and officers in any organiza- ming, etc.) Some advisors have a high level of tion are ordinarily active only as long as they are students, the advisor can involvement with every aspect of the organiza- serve as a continuity factor for the group. tion, others have a very limited role. It is up to • Be consistent with your actions. Model good communication skills and the organization and the advisor to set the pa- listening skills. Develop good rapport. rameters of involvement. • Be available in emergency situations. • Head off situations that might give rise to poor public relations for the With those thoughts in mind, the following list student group or University. is a guideline to the “dos” of student organiza- • Introduce new program ideas with educational flavor; point out new tion advising: perspectives and directions to the group; and supply the knowledge and the insight of experience. • Carefully review monthly financial reports from the organization treas- • Assist officers with procedural matters. Be knowledgeable urer or business manager. Familiarize yourself with the group's financial of the organization’s purpose and constitution and help the gen- structure, from where the treasury is derived (dues, fundraising), for what eral membership adhere to them. the money is used, how money is allocated, and how the money is budgeted; • Be knowledgeable about, and comply with federal, state assist in budget development and execution. and local laws and ordinances, as well as campus policies. • Learn the strengths and weaknesses of the group. Offer support when Inform the group of pertinent policies. necessary; but also allow people to make their own mistakes and learn from • Empower students to take action and to take satisfaction in them. seeing the student organization succeed. • Encourage feedback and the evaluation process. • Allow the group to succeed, and allow the group to fail. • Plan and encourage attendance at leadership training. Learn when to speak when not to speak. Remember to let the students make the decisions while you provide guidance and • Do things right and to do the right things. Guide and assist students in advice. becoming responsible leaders. • Represent the group and its interests in staff and faculty • Provide support. Give the group autonomy but offer feedback, even meetings. Reach out to other advisors or departments (i.e. when it is not solicited. Let the group work out its problems, but be prepared Student Organizations) for assistance. to step in when called upon to assist. • At the beginning, develop clear expectations about the role of the advisor and your relationship to the organization. • Read the group’s constitution. • Get to know all of the members on an individual level. Learn what they want to get out of the organization. Maintain a Once again, this list is not meant to be totally inclusive or appli- complete officer and membership list with addresses and phone cable to every organization, but it may serve as a guideline numbers (or know where to easily find one. when determining the role that you will play. • Develop a strong working relationship with all the officers. Establish as needed meetings with individual members of the organization who need additional guidance in their officer or It is also important to bear in mind that the job of Advisor is not committee positions. always an easy one. At times you may have to make a difficult • Discuss concerns with officers in private and praise them in decision or take an action which is not popular with the organi- public. zation. It is important to realize that your first responsibility is to • Meet with the officers and help them set goals. Encourage the health and well being of the students and to uphold cam- the Executive Board to disseminate reports (such as financial pus and community policies and regulations. It may be neces- reports) to the general membership on a regular basis. sary on occasion to use your authority to ensure that you meet • Orient new officers and members to the history and pur- these responsibilities. pose of the group and help them to build upon it. Help members look toward the future by developing long-term goals and com- Some information provided by Jim Mohr, Advisor for Student municating those plans to future members. Organizations and Greek Life, Eastern Washington University; • Help to resolve intragroup conflict. Office of Student Leadership Development Programs at East • Enjoy the impact you can have on the students’ develop- Carolina University; and Jon Kapell, Associate Director of ment. Help to develop the leadership potential within the group. Campus Activities, Drexell University; and adapted from the Wesley College Student Organizational Manual and Boland, Paul A., Student group advising in higher education, ACPA Stu- dent Personnel Series No. 8; Schreiber, V. and Pfleghaar, E.“Supervising vs. Advising”, UMR-ACUHO, 1999; and Adapted from Leader Bits, University of Kansas. 5
  6. 6. • Know it all. Advising • • Be the leader or “run” the meeting. Say I told you so. Don’ts • • Impose your own bias. Manipulate the group, impose, or force your opinions. • Close communications. • Tell the group what to do, or do the work of the president or other members of the executive board. • Take everything so seriously. • Take ownership for the group, be the “parent,” or the smothering administrator. • Miss group meetings or functions. • Be afraid to let the group try new ideas. • Become such an advocate that you lose an objective viewpoint. • Allow the organization to become a one-person organiza- tion. • Be laissez-faire or autocratic. • Assume the group handles everything okay and doesn’t need you. • Assume the organization’s attitudes, needs and person- alities will remain the same year to year. Some information adapted from Schreiber, V. and Pfleghaar, E. “Supervising vs. Advising”, UMR-ACUHO, 1999 Responsibilities of the Student Questions You May Want to Ask Organization to the Advisor the Organization The responsibilities of Student Organizations to their advisor in- • How much involvement is expected or needed? clude, but are not limited to… • How often does the group meet? • Establishing and sharing a job description for the advisor that clearly defines his/her responsibilities and anticipated lines of • How many major activities does the group plan per se- communication anticipated. mester? • Notifying the advisor of all meetings, activities, and programs. • How experienced are the student leaders? Establishing an attendance schedule at organization meet- • How do your skills match the needs of the organization? ings, which is mutually agreed upon by the advisor and the • What are some of the problem areas that your organiza- student organization. tion specifically needs advisory assistance in dealing • Providing copies of meeting minutes in a timely manner. with? Ask for past examples. • Meeting regularly with your advisor to discuss organization • What are some of the ways the Advisor can be more matters. helpful to the group? • Consulting the advisor prior to making significant changes to • Will the Advisor be a silent observer at meetings or an the structure of the Organization. active participant? • Consulting the advisor when any significant organization pol- • Should you interrupt during meetings if you think the icy changes are made. group is getting off track? How? When? • Allowing the advisor to share their thoughts and ideas. • If things get unruly, should you interrupt or remain silent? • Showing respect and value for the advisor whom the organi- • Is the Advisor expected to give feedback? How? When? zation chosen to serve as guide and mentor. • Are there areas of the organization that are “hands off” to • Considering all advice and guidance provided with an open the advisor? mind and a sincere interest for improvement of daily opera- tional and special event/activity needs. Some information provided by Jon Kapell, Associate Director Office of Student Leadership Development Programs at East of Campus Activities, Drexell University Carolina University 6
  7. 7. TROUBLESHOOTING The following lists are provided so that an advisor may have a better idea of the types of problems he/she may face with their organization (Lorenz and Shipton, 1984). This list is not all inclusive, but may serve as a guide for the Advisor. Leadership Problems The leader does not consult with the organization before making significant decisions. The leader appears to lack self-confidence, is non-assertive, and lacks interest in organization. A rivalry exists between leaders in the organization. The leader has work overload, and too many time-conflicts. Membership Problems Low attendance at meetings. Members have low satisfaction and morale, are bored, do not communicate well, feel left out or are apathetic. Members compete for attention. An individual member's goals differ from those of the organization. There exists a lack of trust among members. Programs fail. There is a lack of ideas. Organizational Problems Meetings are disorganized. Meetings are too long. The organization suffers from financial problems. There is no continuity from one year to the next. The organization has no "plan of action”. Inner-organization Problems Disagreement between an organization and other student organizations. Disagreement with institutional polices and procedures. Advisor Problems Organization members avoid the advisor. Organization members do not pay attention to advisor's advice. Information provided by Jim Mohr, Advisor for The advisor is overwhelmed by their responsibility. Student Organizations and Greek Life, Eastern The advisor assumes a leadership function. Washington University Advising Styles and Skills Situational advising allows you to change your advising style to match the development needs of the individual or organization you advise. Your advising style is the way you advise when you work with someone. It is how you conduct yourself, over time, when you are trying to influence the performance of others. ADVISING STYLES You will need to vary these based on your assessment of the students/groups readiness level. Many times, advisors may struggle with students because they believe that they need a higher level of interaction or direction when the student is actually able to accept more of a delegating style and vice versa. Directing: The advisor provides specific instructions and closely supervises task accomplishments. Use this style with students/groups that are at a low level of readiness. Coaching: The advisor continues to direct and closely supervise task accomplishment, but also explains decisions, solicits suggestions, and sup- ports progress. Use this style with groups that have a few leaders that are at a higher readiness level who will need your support with the rest of the group to get things accomplished. Supporting: The advisor facilitates and supports the efforts toward task accomplishments and shares responsibilities for decision making with the students. Use this style with students/groups that are just starting to understand the concepts that will lead to success - the group is just starting to “get it”. Delegating: The advisor empowers the students to conduct their own decision making, problem solving, and delegating. Use this style with stu- dents/groups that are at a high level of readiness. ADVISING SKILLS Flexibility: You must be able to move from one style to another in order to meet the needs of the different types of students and multiple circum- stances you will encounter. Diagnosis: You have to learn how to diagnose the needs of the students you advise. Determining what is needed as opposed to what is wanted is sometimes a difficult task. It is also important to note that what is needed is not always the thing that will get the most positive response - it is what will lead the student through a problem, set the standard for the future, or help to teach the student a valuable life lesson. Contracting: You have to learn how to come to some agreements with students. It can be helpful to work together to reach an agreement as to which advising style they seek from you. This is a valuable lesson for assisting students with understanding the rules of engagement and interaction that will be carried forth as they mature. Information provided by Jon Kapell, Associate Director of Campus Activities, Drexell University 7
  8. 8. LIABILITY AND RISK REDUCTION As an advisor of a student none that covers all the possi- tions of participants. the event. organization, you are the uni- ble situations student organi- ♦ Identify specific risks in- ⇒ Canceling the event if versity's representative re- zations might encounter. If volved in the event. the conditions are danger- garding the organization's you have concerns about a These could include ous or the group is not activities. As such, you are situation unique to your or- physical risks (such as an prepared to assume full expected to give reasonable ganization or to a specific event with physical activ- responsibility for the risk and sound advice to your or- event sponsored by the or- ity) and liability risks (such involved ganization about such things ganization you advise, please as events involving alco- ♦ Assess the capability of as programs, use of facilities contact someone from the hol, minors, or travel). the group to manage risk. and operational procedures. university staff who is knowl- ♦ Identify options for reduc- ♦ Identify the challenges in If you have reason to question edgeable about liability and ing risks by including, but managing risk, as well as an action taken by the risk management. not limited to: resources to assist in your organization, express your ⇒ Hiring a third party planning. concern directly to the organi- Although there is no way to vendor or contractor zation in writing, including the ♦ Develop a plan of action completely eliminate risk and ⇒ Purchasing additional in reducing risk. date, a suggested alternative legal liability associated with a liability insurance to the questionable action, a ♦ Communicate with every- program or event, there are ⇒ Preparing liability warning, etc. one involved (officers, ways to reduce risk and pro- waivers, if necessary. members, advisors, par- vide a safer environment for ⇒ Providing advanced It is important to remember ticipants, facilities staff, program participants. Here training that, in general, while we are a few things that your or- need to be concerned about ⇒ Assuming a ‘worst- Information taken from Ball ganization can do to identify liability, we can seriously case scenario’ and pre- State University Downloads and reduce risk: damage the educational proc- paring for it in order to for Student Organizations and ess by being paranoid about reduce likelihood of it oc- Advisors and Adapted from it. Just as there is no specific curring University of Wisconsin- ♦ Complete a Pre-Event ⇒ Utilizing waivers that statement that explains fac- Stevens Point Student Or- Planning Form to clarify outline the specific nature ulty liability for every possible ganization Advisor Manual the needs and expecta- and risk associated with classroom incident, there is Budgeting One task groups face is the development of a plan to be fiscally responsible with funds. A budget can be a helpful method for keeping track of group funds. A Budget is: -A tool for planning and controlling organizational funds. -A formal written guideline describing your organization's future goals expressed in financial terms within a set pe- riod of time. -A detailed statement of estimated income and expenses. -A historical record of the organization's activities during a given periods. A Budget can: -Help refine goals that reflect the realistic resource environment. -Compel organization members to use funds efficiently and appropriately. -Provide accurate information to adjust, analyze, and evaluate programs and activities. -Aid in decision making. -Provide a historical reference to be used for future planning. Adapted from Leader Bits, The University of Kansas 8
  9. 9. MORE ABOUT BUDGETS Developing a Budget Managing the Budget ♦ Begin preparations a month or more before the ♦ Once approved, adapted and prepared, it should be close of the current year. monitored closely. ♦ Prepare an outline of the organization’s ♦ Set and maintain a minimum cash balance. planned activities for the coming year ♦ Formulate procedures and policies needed to achieve ♦ Do careful studies, investigations and research objectives. of funding, cost and resources. ♦ Keep an accurate log of financial transactions ♦ Determine the available funds (carry over bal- (income/expenses); maintain in a record book (check ance from previous year, cash on hand, funds and balance records regularly.) in bank, interest, etc.) ♦ Set up internal controls designed for safeguards and ♦ Estimate expected income and when it is ex- accurate accounting data. pected to be available (dues, sales, etc.) ♦ Control cost-allow only approved expenditures ♦ Get price quotations on big expenditures, dele- ♦ Assess budget regularly gate responsibilities to members. ♦ After the budget period has elapsed, determine the ♦ Rank order by their relative importance, which outcome of each expense and revenue. Make sug- activities/programs are the widest expenditures of funds. ♦ Choose programs to initiate; ask how much is Planning Your Fund Raiser available to allocate. ♦ Negotiate as necessary: eliminate or limit less ♦ Set a goal. essential expenditures. ♦ Revise, review, coordinate, cross-reference, ♦ Ask for suggestions from your members. What do the and then assemble into a final budget; the members want to do? Brainstorm for ideas. budget must be flexible to anticipate conditions which might have been overlooked during plan- ♦ Find out what has been done before. What worked? What ning. didn’t? Why? How can you improve? ♦ Vote to approve budget. ♦ Check into local and state regulations. Check University policy. ♦ Involve all segments of your group, not just the officers. People contribute to what they create. Get as many volun- FUNDRAISING teers for your project as possible. Make sure they under- stand the cause and are willing to contribute their time and effort. Many student organizations more help to accomplish ♦ Determine your market: college students, community, par- have big plans and excel- your goals, but you will also ents, etc. lent ideas for programs or get more people interested services. However, few in giving money. The key to ♦ Know your overhead. organizations have the fi- being successful in fund nances to make these plans raising is to be creative and ♦ Advertise wisely. real. It is important for stu- to keep your goal in mind. ♦ Let everyone know your expectations in advance and up- dent organizations to have date on progress. Using a goal poster is a great idea; some kind of fund raising Members of your organiza- make sure that poster is displayed prominently. plans and to execute those tion will not get excited or fundraisers with the utmost interested in your fund rais- ♦ Recognize everyone involved in the planning and imple- professionalism, account- ing efforts if they do not mentation of the fund raising project. Reward those who ability, and legitimacy. know where the money will achieve. Make certificates, ribbons, or other type of small go. In addition, members of rewards for everyone who volunteered for the project. Fund raising events can be the community will not give a lot of fun for all involved. unless there is a good ♦ Thank supporters. Give your big donors some kind of tan- It is important to make the cause. Make sure that the gible reminder of how they contributed to a good cause. fund raising project a group reason you are raising Create and maintain good will with these contributors, be- effort and to get as many money is a legitimate cause they will tend to help in the future. people involved as possi- cause, and let everyone ble. Not only will you have know why you are raising ♦ Complete a written evaluation or report. Make sure you funds. include: · Contact names, addresses, and phone numbers · Time lines and important dates · Suggestions of things to do differently 9
  10. 10. Corporate Sponsorship One of the best ways to increase fund raising efforts is to ob- A Few Fundraising Ideas tain corporate sponsorship for an event, either through under- The following are ideas for creative fund raising projects. This list writing or direct contributions from companies. Corporations just touches the surface of all the many projects available to raise will help to fund an event if it is in their marketing plan. Are their customers likely to come to this event? Will sponsorship money. Just be creative and do some great brainstorming for in an event help them attract new customers and get their other ideas. name seen? · Bake sale · Spaghetti dinner How to Ask for Corporate Funding · Recycling drive · Candy sale Plan far in advance. Most corporations plan their donation · Rummage sale · Drive-in movie budgets six to twelve months in advance. Talk to a company · Marathons · Decathlons as early as possible. Do not expect to get donations in a month. · Pig Roast · Best beard contest · Road rally · Car washes Try to target a specific company who could definitely benefit · Talent show · Invitational turtle races from your cause rather than sending out blanket letters to eve- · Handmade boat contest · Kite flying contest ryone. By matching your cause and the company, there are better chances for a positive answer. · Paper airplane contest Learn as much about the organization you are soliciting before you actually ask for a dime. Knowledge of the company, their Here are more ideas… products and services, and their past charitable events will help · Sell candy canes at holiday time see if they are the right match for you. · Sell stadium seat cushions Address your pitch letter to the person in charge. Do NOT just · Sell buttons with school spirit slogans write “To Whom It May Concern” or “Dear Sir/Madam.” Call · Pool/board game/bowling tournaments and obtain the person’s appropriate name and title. · Sell flowers for special occasions Put your proposal in writing. Enlist the help of your marketing · Hand out advertising flyers for companies and business majors to write the proposal in marketing terms. State your cause in terms of benefits to the company. For And even more ideas… example, a $25 ad in an ad book or a $25 poster that is going · Cartoon, horror movie, special films festival to be seen by 1,000 students at an event is inexpensive adver- · Product testing for local or national companies tising for even small businesses. · Pancake breakfast before hunting or fishing season · Get on lists to act as group test subjects for surveys Who to Ask · Euchre (or other card games) tournaments or marathons Since so many organizations are in need of the same kinds of · Carnival booth at Homecoming, Greek Week, or Family Week- donations and will be asking the same companies, it is a good end idea to think of all the different possibilities. Your best efforts will be made with those firms and companies that primarily · Pie auction. Bid for privilege of throwing a pie into another per- market their products or services to college-age students. son’s face Some examples are: · Sell small throw pillows with the name of your organization glued on in felt ♦ Businesses located around campus are good, but some- · Sell miniature paddles with the Greek letters or your organiza- times they are overused and get approached a great deal. tion’s name painted on it Be creative. · Check with local trucking or car rental companies to wash their ♦ Fast food companies (ice cream, frozen yogurt, hamburg- ers, etc.). You may need to ask the local manager or may vehicles on a regular need to write their district office. Many local fast food basis chains will provide free punch and drink cups if you are · Watermelon contests (i.e. seed spitting, eating the fastest, the having a sporting event or project to benefit a local charity. most (timed), throwing, ♦ Real estate companies that specialize in rentals to college stack-relay) students. ♦ Beauty supply distributors. Beauty shops may get ten requests for free gift certificates, but the distributors that sell them their products may not get any requests. As for the distributor’s name and address, contact them directly. ♦ Soft drink companies. Look for the local distributor. What to Ask For ♦ Sportswear and clothing manufacturers. Product: Straight-product contributions for samples to give to participants or for ♦ Health clubs. door prizes. Most companies have their products in trial sizes just for this purpose. ♦ Cosmetic companies. Printing: Underwriting the cost of printing posters, flyers, or t-shirts. In return, you will put their name and logo on all printer material. Ads for Ad Books, Calendar or Program: Sell ad space in a campus calendar or program that is given out at the event you are sponsoring. You may want to give companies who donate products or supplies and materials free ads. At an Event: Hang ads with logos on banners or posters for a fee. This is an ex- cellent source of income at sporting events or anywhere there is a place to hang a Adapted from Ball State University Downloads for Student poster during an event. Organizations and Advisors 10
  11. 11. Over the course of time, your student organization will most likely plan a program of some kind. Programs can range from social to educational, for a cause or simply for fun. When Program planning a program, there are many factors to consider: Planning The who, what, when, where, why, and how factors: Who is involved with the Program Checklist Who will be involved with planning and implementing the program (hall council members, RAs, students, etc.)? Are committees appropriate and who will be on them? Who Inclusive Programming needs to approve the program? When programming, it is important to be mindful of the differences of the people in the What--Description of the Program community. Individuals striving to create, What will the program accomplish? Is it necessary? and maintain, inclusive communities must What is your target population (immediate community, ask the following question: “Whose perspec- local community, city, etc.)? How many people do you tives, experiences, viewpoints, and voices estimate attending? are included?” Below, you will find general What are the costs involved with the Program questions to assist your community building Consider food, supplies, advertising, tickets, prizes, trans- efforts: portation off campus, etc. Should the program be co- sponsored with another group – Hall government, RHA, Have you considered gender bias and RA staff, other halls, Women’s Center, MSA, Health and gender-neutral language in your program- Wellness, etc.? ming? Did you assume that only men in your community will be inter- ested in participating in intramural football? When will the Program happen Did you assume that only women will be interested in doing a Does the date conflict with major exams, holidays, or crafts project? other important events around campus? Western society assumes that boys are supposed to act one way and girls another. Do not do the same. Where will the Program be held Locations include spaces in and around our building, our Have you considered religious backgrounds, quad area and campus, off-campus sites. rituals and traditions in your programming? If you have food at your event, will students of diverse religious traditions be restricted from eating it (some Jewish or Islamic How will people know about the Program traditions, and non-eating of pork)? What needs to be done to advertise the program— Will you have food at an event when certain students are fast- posters, e-mail, personal contact? When does the adver- ing due to religious commitments and beliefs? tising need to go out? Who will be in charge of coordinat- In the month of December, will you have a Christmas party (while not acknowledging the other religious celebrations dur- ing ads? ing the month)? The U.S., along with its practices and traditions, has been Why? heavily influenced with Christianity. Be aware of how these What is the purpose of our program? What are our beliefs have been engrained in your actions and ways of think- ing, especially around the beliefs of other people. goals? Why are we doing this? How does this program support the vision and scope of our group? Have you considered diverse racial and/or eth- Have you considered the following? nic populations in your programming? Gender bias and gender-neutral language; religious back- Will your event attract people of different races and/or ethnic grounds, rituals and traditions; diverse racial and/or eth- groups? nic populations; needs of students with disabilities; eco- Will your event culturally affirm, or demean, people of diverse nomic limitations faced by some residents; heterosexual racial and/or ethnic groups? Does your advertisement indicate, whether in pictures or bias and diverse sexual orientations. words, that this event will be appreciated by people of different races or ethnic groups? Do not program as if the people in attendance will be of one Have you considered the economic limitations faced by some particular race or ethnic group. residents in your programming? Have you considered the needs of students Does it cost money to attend ALL activities planned? with disabilities in your programming? Are scholarships available for students who cannot afford to attend the planned Is the activity location accessible by wheelchair? event? Do not assume that all students can afford to attend your program. If you are having a speaker, will there be an American Sign Language ‘Interpreter’? If you are passing out handouts, are fonts large enough for Have you considered the heterosexual bias and diverse sexual individuals with seeing impairments? orientations of residents in your programming? Do not assume that all students are (temporarily) able-bodied. Does your advertising and dialogue before and at the program assume that all partici- pants are heterosexual? For example, at a Valentine’s Day Dance, have you said that same sex couples will be welcome? Do not assume that all students are straight. 11
  12. 12. Event Planning Timeline NOTE: This timeline is to be used to spark ideas and reminders for you to create your own timeline specifically tailored to your needs. Please keep in mind that every college/university maintains deadlines that may in all likelihood be different than the ones ap- pearing here. Also note that many of the items can be done in advance of their deadline, or, if in a rush—after they should have been completed. One Semester in Advance ♦ Survey students Beyond board/committee and friends Do you have a target audience built-in? Phone/paper surveys – consider raffle Use event evaluations to solicit more ideas ♦ Review past program evaluations and reports ♦ Establish budgets ♦ Determine audience: campus-only, open to general public, all-ages, family, etc. ♦ Choose events Does it meet your mission? Does it move your organization forward? Does it serve/help your target audience? ♦ Choose event coordinator ♦ Check other calendars for conflicts Your own organization Other student organizations (Greek-letter organizations, governing organizations, etc.) Athletics Scheduling office Buildings and grounds Academic calendar (Avoid finals, Spring Break, etc.) Holidays (school, religious (more than just Christian)) ♦ Reserve locations/venues (include as many details as possible – and remember that the earlier submitted = the more likely you’ll get your first choice!) Reserve rain location for outdoor events Green room (offstage preparation area) Dressing room(s) ♦ Contact agent/performers – get all necessary information, but be careful not to verbally commit to anything ♦ Consider liabilities/risk associated with event ♦ Identify possible co-sponsors ♦ Decide upon need for tickets, costs ♦ Consider people power needed for event – be realistic with your resources ♦ Create event checklist/calendar with specific dates and people responsible for each item on list Two-Three Months in Advance ♦ Contract performers NOTE: Contracts are sometimes-complicated legal documents. DO NOT sign any contract, or agree verbally without appropriate permission from your advisor. Some performers require much more advance booking than others. ♦ Reserve housing for performers ♦ Obtain meal tickets/plan for performer meals ♦ Order supplies Decorations Tickets Wristbands Raffle tickets Flowers Awards T-shirts ♦ Identify target marketing groups ♦ Identify/contract ticket outlets ♦ Get information to University PR/Information Office 12
  13. 13. Event Planning Timeline One Month in Advance ♦ Start promotion for event – announcements to media, teaser campaign ♦ Confirm housing and meals – retain confirmation numbers ♦ Arrange for performer payment with campus Accounts Payable office ♦ Review Technical Rider ♦ Arrange all Technical Considerations Sound – microphones, tape decks/CD players, amps, speakers, cords, stands Lights – bulbs, dimmers, wiring, gels Staging – platforms, seating for audience, caution tape Special needs – projectors, screens, recording equipment, musical instruments (piano will need to be tuned), music stands, lecterns, furniture (couch, side table, etc.), mats, access to water ♦ Meet with supervisor/tech director for space to ensure equipment is working and will meet performer needs ♦ Rent additional equipment ♦ Order food for event Backstage refreshments Meals for performer(s) Meals/snacks for crews Concessions How many people do you expect to attend? What can you afford? Meet with campus catering to arrange food order Complete appropriate forms Seek donations if appropriate Don’t forget vegetarians ♦ Confirm security ♦ Arrange for parking ♦ Talk with campus media for advertising and coverage of event ♦ Contact other local media ♦ If open to public, contact other local schools, organizations, etc. ♦ Start determining staffing needs – be specific with duties and responsibilities ♦ Use committees – delegate responsibility and authority PR Crew Photographer Ticket-takers House Manager, ushers, box office Concessions Security Load-In Crew/Grips Load-Out Crew/Grips Runners/Go-fers Electrician Sound Board Spotlight Operators Film Projectionists Master/Mistress of Ceremonies Welcome Committee, Guest Liaison(s)/Host(s) Driver(s) ♦ Delegate creation of signage needed “No photos/recording devices” Directional signs Sponsorship banners including board/committee banner ♦ Design Marketing Campaign/Publicity – vitally important! ♦ Complete Program Checklist Form 13
  14. 14. Event Planning Timeline Three Weeks Before ♦ Distribute promotional materials/advertising ♦ Pick up supplies (obtain cash advance if necessary/able) ♦ Start ticket sales Timeline adapted from KSU, EIU, and CSU ♦ Finalize volunteer staff (you can not do it all!) Programming Timelines and Checklists and ♦ Create access badges/passes and list of recipients former presentations by P. Putman and arti- cle by Talley, R. G. (1978). Programmer’s Checklist for the Performing Arts. Program- Two Weeks – One Week Before ming Magazine ♦ Second round of promo ♦ Word of mouth promotion campaign ♦ Pick up performer’s check – lock in safe place ♦ Confirm all details with agent ♦ Send performer information pack ♦ Make sure all board/committee members and volunteers will be attending the program ♦ Gather performer welcome pack materials Day of Event ♦ Get there early - make sure supplies are ready to go ♦ Place signs and decorations ♦ Hand out flyers/handbills ♦ Everyone wear committee/board/event t-shirt if possible ♦ Make sure someone is at venue to greet guest if they are driving in on their own ♦ Make sure all appropriate persons are there for sound check (security, performer, tech crew), provide water/soda/juices if possible ♦ Make sure all volunteers are in place ♦ Don’t forget check(s) ♦ Keep talking up the event ♦ Make sure performer is introduced at beginning and thanked at end of program ♦ Provide water for stage ♦ Keep event on schedule ♦ Make sure volunteers have breaks if they are working entire event (delegate this responsibility) ♦ Clean-up following performance ♦ Inventory equipment and assess damage for repairs and reordering (such as light bulbs) Post-Event ♦ Return all rented or borrowed equipment ♦ Remove all advertising displays and posters ♦ Settle with all ticket outlets ♦ Turn in receipts ♦ Deposit cash ♦ Restock/order supplies if necessary ♦ Thank advisor, members, volunteers, etc. for job well done ♦ Send thank-you’s to agent, performer along with photos and letter of recommendation if appropriate ♦ Clip and send reviews to agent or performer ♦ Jot down notes for file and future programs Attendance, budget with receipts Whether program met goals Strengths, weaknesses Personal and audience response to performer Copies of thank-you’s, reviews, evaluations Recommendations for new procedures, additions to event checklist, etc. ♦ Complete program evaluation/summary form – ideally with input of committee and volunteers 14
  15. 15. Event Report Event Date Time Location Coordinator(s) Area of Focus Attendance (total) Attendance (Specifically Targeted Students) Cost (total) Cost (from Budget) Cost (to students) Partners: Faculty ___ Student Gov’t. ___ Student Leadership ___ Housing ___ Other Description of Event: SWOT Analysis (What are the Strengths and Weaknesses of the event? What are the Opportunities you had and what were the Threats to your success?) Strengths Weaknesses Opportunities Threats How does this program enhance the academic environment of the College? (Keep in mind: faculty involvement, intellectual peer dialogues, academic support services, and academic wellness) How does this program enhance the general social environment of the College? (Keep in mind: community expectations, community development, peer to peer connections, etc.) How is this program inclusive of all members of the College? (Keep in mind: issues related to gender, religion, race/ethnicity, ability, class, and sexuality) How do you feel this event went? What would you do differently? How did you utilize Partners in the event process? Would you recommend this event to next year’s Chair? Why? Other comments? 15
  16. 16. Publicizing Your Event The following tips may be bers. Make one call for those who stay others. helpful in publicizing your and contact everyone throughout the event. opportunity or event. Use on campus (including Make sure to promote ♦ Create mini handbills to some, or use them all--just the residence halls) these opportunities! hand out. make sure to get special regarding your event. permission when required. ♦ Obtain permission from ♦ Purchase balloons with ♦ Create table tents for residence life or cam- your information printed ON-CAMPUS display. (Please get pus to place postcards on them, or take the ♦ Contact your PR person approval first). in residents' mailboxes. cheaper route, and for a press release. No need for a stamp! write on balloons, then ♦ Have a display or table blow them up. ♦ Explore digital means of in one of the academic ♦ Announce your event in ♦ spreading the word: buildings with free give- your classes. ♦ Use BIG posters (ie, webpage buttons or aways. butcher paper) or odd pages, video bulletin ♦ Create postcards and sizes to catch peoples' boards, kiosks, mes- ♦ Go to a department sent via US Mail. attention. sage of the day on head or faculty / staff computers, emails, etc. meeting, or directly con- ♦ Use A-frame boards ♦ See if your presenter tact faculty / staff to around campus to dis- has professionally ♦ Contact the campus & make sure they know play with posters made posters you can local newspapers for about your event. They around campus. use for free. You may placement in their cal- may announce it in need to write dates, endar of events. class! times, and locations, on ♦ Go to other organiza- them. tional meetings to an- ♦ Create flyers for posting ♦ Have a mini-event as a nounce your event. on campus bulletin teaser in the middle of Make sure student ♦ Create a webpage to boards. Get approvals the cafeteria, in a class Senators know about specify details of your as necessary. (get instructor permis- your event & publicize it event (then make sure sion first), or in an aca- to their constituents. to publicize the web- ♦ Write a note on class- demic building lobby page!). room wipeboards / area. COMMUNITY chalkboards. ♦ Purchase professionally ♦ Create flyers for posting made stickers, or make ♦ After getting a building in the community. Gro- ♦ Contact campus or lo- supervisor's permis- them yourself with cery stores, churches, sticker kits (available at cal radio and ask if sion, use masking tape daycare centers, de- they'd donate a PSA on the floor to spell out most discount stores), partment stores, bars, or with Avery labels (public service an- the details of your event laundry mats, and other nouncement). (just like indoor chalk- through your laser high-traffic establish- printer! ing!) ments are good, de- ♦ Purchase professionally pending on whom you created posters. ♦ Get permission from ♦ REMEMBER--People are targeting. food service to tape LOVE to be in the flyers to food trays. know, they love free- ♦ Chalk sidewalks in TIPS FOR EVERY- bies, and you can't beat prominent locations ♦ Order food from Food WHERE free food! around campus. Services as an entice- ♦ Word of mouth is impor- ment for students to tant! Get people ex- Information provided by ♦ Create an phone distri- come to the event, or cited about your event. Shana Warkentine Meyer, K- bution list of all on- give away door prizes Talk it up and involve campus phone num- State at Salina 16
  17. 17. Officer Transition One of the most important of meetings where outgoing ♦ Fill in the blanks." If an line. After that meeting, the functions of an advisor is to officers work with incoming outgoing officer doesn’t advisor should meet indi- assist in the transition from officers on: know how something vidually with each officer; one set of organization offi- was done, or doesn’t examine the notebook of cers to the next. As the sta- 1. Past records/notebooks have records to pass on the previous officer (or cre- bility of the organization, the to the new officer, you ate a new one). for their office and updating advisor has seen changes, those together can help that officer by knows what works and can providing the informa- Things to include in a new help maintain continuity. 2. Discussion topics notebook: should include: tion he or she doesn’t Investing time in a good have. 1. Any forms the officers officer transition early on • Completed projects for The structure of a team ef- may need to use will mean less time spent the past year. fort retreat can take many 2. Copies of previous throughout the year nursing • Upcoming/incomplete forms. The advisor’s role in meeting agendas new officers through the projects. this process is to provide A copy of the organization’s quarter. • Challenges and set- historical background when constitution and bylaws backs. needed, help keep goals The key to a successful specific, attainable and Talk about what the officers transition is making sure • Anything the new offi- measurable and provide hope to accomplish in the new officers know their jobs cers need to know to do advice on policies and pro- forthcoming year. Assess BEFORE they take office. their job effectively. cedures. the officer’s role in the or- Expectations should be ganization. What are the clearly defined. There are a The advisor’s role may be to: One-on-One Training, expectations of each posi- number of ways to conduct tion? What are the student’s the officer transition. The ♦ Facilitate discussion Advisor with Officers While it is ideal to have the expectations of the position following examples demon- and be a sounding outgoing officer team assist and his/her goals? strate two commonly used board for ideas. methods. ♦ Organize and provide in training the incoming offi- the structure of a re- cers, often it is left up to the Information provided by Jim treat. advisor to educate the in- Mohr, Advisor for Student The Team Effort coming officers. In that ♦ Offer suggestions on Organizations and Greek The team effort involves the situation, there should be a various questions. Life, Eastern Washington outgoing-officer board, the joint meeting of the new ♦ Refrain from telling new University advisor, and the incoming- officers, as described in officers what they officer board. This method section 4 of the above out- should do. involves a retreat or series 17
  18. 18. Retreats WHY SHOULD YOUR ORGANIZATION HAVE A RETREAT/WORKSHOP? Organization retreats and workshops enable student organizations to briefly get away from the distractions of school and work and to focus on the needs of the organization and the needs of the individual members of the organization. Planning for the future will enable an organization to operate more efficiently. By setting goals and planning together, members of an organization can operate more effectively as a team. ESTABLISH THE PURPOSE FOR YOUR RETREAT Team Building, Skills Training, Communications, Goal Setting, Problem Solving, Planning, Learning, Orientation, Socializing, Transition, Revitalization, Conflict Resolution DETERMINING WHO THE RETREAT IS FOR New Officers, Executive Board, All Organization Members, etc. SELECTING A FACILITY On Campus or Off Campus; convenience vs. isolation; Urban or Rural Getaway. When looking for an off campus retreat location consider nearby summer camps. They often charge cheap rates in the off season. Be sure to check availability, accessibility, and accommodations. Don't forget about costs and con- tracts. The Office of Student Life has contact names and numbers for retreat locations. TRANSPORTATION If your event is off campus, members should be provided with adequate and safe transportation. FOOD AND DRINK Before deciding on a menu consider cost, cooking facilities, preparation and clean up. Try cooking together it makes a great team building activity. On a tight budget? Consider potluck. SELECTING THE BEST FORMAT -Workshops presented by an "expert" -advertising, program planning, public speaking, fund-raising, etc. -Experiential Exercises- team building, brainstorming, communications skills, ropes course, etc. -Recreational Exercises, skiing, hiking, canoeing, biking, etc. SELECTING THE FACILITATORS AND PRESENTERS Organization Officers, Organization Members, Faculty Advisor, Other Faculty Members. PLANNING THE RETREAT Have members sign up to participate on committees. Remember people support what they help to create. Suggested committees: Transportation, Food/Drink, Lodging, Recreation, Programming, Clean-Up RESOURCES IN DEVELOPING YOUR WORKSHOPS AND EXERCISES Structured experiences books, reference books, videotapes; Faculty Advisor; Faculty Members EVALUATING YOUR RETREAT Evaluation Forms. Ask members what they thought of the experience. What would they change? What would they keep the same? Ask the presenters what they thought of the experience. What could have made it better? Sample Retreat Schedule—Underwater Basketweaving Club—Organization Retreat What To Bring: Sleeping bag or linens and blanket pillow. Clothes that can get dirty! Comfortable walking shoes. Your imagina- tion! Towel and personal toiletries. A hat of any kind. Cross country skis (if you have them-let Reed Wood know if you need skis). Travel Information: We will meet in the College Center Parking Lot at 8 a.m. on Saturday, February 22. We will return to campus at 5:00 p.m. on Sunday, February 23. 6:15 p.m. Free time (except for the clean-up crew) Agenda: 6:45 p.m. Energizer 7:00 p.m. Team Win Lose or Draw/Pictionary DAY ONE 8:30 p.m. Free time-Good night 8:00 a.m. Depart College Center 9:30 a.m. Arrive Hynds Lodge DAY TWO 10:00 Icebreaker 8:30 a.m. Breakfast 10:30 a.m. Communication Skills Exercise 9:00a.m. Cross Country Ski Wake up Noon Build our own Sandwich Lunch 11:00a.m. Icebreaker 1:00p.m. Icebreaker/Energizer 11:20a.m. "The Basketweaving Tradition" Woody Birch, local artist 1:15 p.m. Creativity Exercise Noon lunch 3:15 p.m. Free Time 1:30p.m. Goal Setting and Action Planning for the year 4:30 Pizza Bake 2:45 p.m. Closing 5:30 p.m. Sing for your supper-wear your hat 3:00p.m. pack van for 3:30 p.m. departure 18
  19. 19. SAMPLE RETREAT SCHEDULE—TEAM EFFORT Icebreakers and team-builders 1. Officer meetings ♦ New/old officers pair off (president with president, treasurer with treasurer) ♦ Update each section of notebooks, or talk about what should go in a new one. If officers do not have a notebook, take the time to create one! Each pair of officers should discuss the following: Who did the outgoing officer interact with most in the administration, in the community, and other student organizations? With the departments/areas listed above, what capacity did the outgoing officer work with them on? What University paperwork is this position responsible for completing? What did the outgoing officer have to do with the organization’s funding requests (assuming this question applies to your group)? What University procedures did the outgoing officer have the most trouble with and how can the incoming officer avoid those troubles? What were the biggest challenges the outgoing officer faced and how did they overcome them? What goals did the outgoing officer have, and which were achieved and which were not. 2. Joint officer meeting • Gather as a group; write everyone’s notes on a board or flip chart. Note similarities. • Generate a discussion on similarities, challenges and how challenges can be overcome. Review policies. 3. New officer meeting (This could be a separate meeting, or the next phase of the retreat.) • Goal review. What did the past officers accomplish? • What is left to do from the past goal list? Revise list or eliminate it if the officers choose. • Provide new officers time to list goals for their position on their own. • Reassemble and share updated goals. • Brainstorm new goals for the organization and ideas for programs, fundraisers, and social events. Make an exhaustive list of everything the group could possibly accomplish. Narrow down that list to what they can reasonably accomplish. Assign tasks to specific officers. If no one wants to do it, take it off the goals list. 19
  20. 20. More than 1 million parents were incarcerated in prisons or Student Organization Officer Roles local jails in 2000, affecting 2.3 million children. Each student organization writes its own con- Remains fair and impartial during organiza- stitution and bylaws, which should outline the tional decision making processes basic role of each organization officer. It is Coordinates organization elections solely up to the members of the organization to assign responsibilities to a specific officer. This reviews some possible position respon- sibilities. It is intended to assist you in consti- Role of the Secretary tutional development and to help you answer Some Potential Responsibilities: the question, "Now I've been elected, what Keeps a record of all members of the organi- am I suppose to do?" zation Keeps a record of all activities of the organi- Although a student organization's constitution zation lists some specific positions' responsibilities, Keeps and distributes minutes of each meet- each officer should have the freedom to per- ing of the organization sonalize his/her office. Individual interest ar- Creates and distributes agendas for each eas and skills often dictate the amount of meeting of the organization time an officer spends on a particular respon- Notifies all members of meetings sibility. However, a good officer never forgets Prepares organization's calendar of events what the basic responsibilities are. Schedules all practices, classes, and other activities of the organization Obtains appropriate facilities for organization Role of the President activities Some Potential Responsibilities Prepares and files any report required Presides at all meetings of the organization Handles all official correspondence of the Calls special meetings of the organization organization Schedules all practices, classed, and other Manages organization office space activities of the organization Collects organization mail from the advisor or Obtains appropriate facilities for organization wherever mail is received activities Represents organization at official functions Prepares and files any report required Remains fair and impartial during organiza- Appoints committee chair people tion decision making process Completes annual Recognition Forms Coordinates organization elections Attends Recognized Student Organization Meetings Represents organization at official functions Role of the Treasurer Maintains contact with organization advisor Some Potential Responsibilities Maintains contact with organization alumni Keeps all financial records of the organiza- Maintains contact with affiliated department tion or section Pays organization bills Maintains contact with national organization Collects organization dues Remains fair and impartial during organiza- Prepares and submits financial reports to the tion decision making processes members Votes in cases where there is a tie Prepares an annual budget Coordinates Organization elections Prepares all budget requests for funds Is familiar with accounting procedures and policies Role of the Vice President Advises members on financial matters (i.e. Some Potential Responsibilities: vendors, ticket selling procedures) Assume the duties of the President as Coordinates fund raising drive needed Represents organization at official functions Serve as an ex-officio member of standing Remains fair and impartial during organiza- committees tion decision making processes Plans officer's orientation and organizational retreats Coordinates organizational recruitment ef- Other possible positions: forts Parliamentarian, Activities Director, Recruit- Represents organization at official functions ment / Retention Director, Academic Coordi- nator, Liaisons, Community Service Director, etc. 20
  21. 21. Parliamentary Procedure What is Parliamentary Procedure? Parliamentary procedure is a set of rules for conducting meetings. It allows for everyone to be heard and to make decisions without confusion. Today, Robert’s Rules of Order, Newly Revised is the basic handbook of operation for most clubs, organizations, and other groups. Robert’s Rules can be found in most libraries. A Very Abridged Version of Robert’s Rules The degree of order needed at a meeting is dependent upon the size and purpose of the group. The following are some ba- sics of Robert’s Rules of Order, which may be helpful for groups that need a degree of normality in conducting business. The Motion You may make a motion when you want the group to take some action: to send a letter, to accept a report, to hold a special meeting, to spend money for some special purpose, etc. Introduce the motion by saying, “I move that,” followed by a statement of the proposal. You cannot discuss the motion until someone has seconded it. This is done to reduce the number of discussions on a subject in which no one else in the group is interested. The Amendment Amendments are offered in the same way as a motion. You may offer an amendment when you agree substantially with the motion which has been made but want to make some changes before it is adopted. Amending the Amendment Just as a motion may be amended, an amendment may also be changed in the same way. As with the first amendment, the second amendment must relate to the motion and the amendment. It is in order only when it relates to both. No more than two amendments may be made to one motion. Substitute Motion The substitute motion is sometimes used when there is a motion and two amendments on the floor in order to save the time of the meeting. If there does not seem to be substantial disagreement with the motion and the two amendments, a substitute motion incorporating all three into one motion may be made and accepted by the chair. Note: If you disagree with a motion or an amendment, you do not defeat it by trying to change the sense of the motion through amendment. You speak against the motion or amendments and urge the membership to vote against them. Then new mo- tions calling for different action may be made and considered. Speaking on Motions and Amendments When you want to speak at a meeting, you raise your hand and ask the chair for the floor. As soon as you are recognized by the chair, you may proceed to speak either for or against the motion or amendments being considered. When several members wish to speak at the same time, these guiding principles should determine the decision of the chair- man: 1. The chairman should show preference to the one who made the motion. 2. A member who has not spoken has first choice over one who has already spoken. If the chairman knows the opinions of members discussing the measure, he/she should alternate between those favoring and those opposing it. Motion to the Table If you wish to postpone or end debate on an issue, you may also make a motion to table. Such a motion is not debatable, and if it is seconded by one other member, the motion must be put to an immediate voted by the chair. The chair may discuss the reason for tabling with the member. 21

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