2. • A Names List is the primary tool for
organizing a recruitment effort
• Streamline all of your efforts
• Shorten meetings
• Assess potential members in a
more effective manner
• Narrowly defines Recruitment
Chairman role
• Hold members accountable
WHY?
3. Things you need before we start:
• Motivated chapter members
• A computer
• A Team-Based Recruitment
Structure
• A Recruitment chairman with a
Google Account
• 1 hour to set up the names list
HOW
4. • Create a Google Spreadsheet with
two sheets in it
• Name the first sheet “Names” and
the second sheet “Data”
• Make the Names List available to
every member of the chapter
• Establish two firm rules about the
names list:
1. Every single person in the chapter
must place every unaffiliated
college male they know on the list
2. The Names List is a production line
FIRST
STEPS
5. First and Last Name, Phone Number, Position for
Rank, Status, GPA, Notes.
ONLY IMPORTANT INFORMATION FOR A
NAMES LIST:
6. Rank is where a potential
member is in the process
This number corresponds
with the information on the
“Data” sheet
This creates the
streamlined approach
Every person on the list
must be assigned a number
Every person must move at
least weekly
WHAT IS A RANK?
7. 1-He is a member:
Congratulations! He has accepted
his bid.
2-Bid offered: He has been voted
on by the chapter and he has
already been given his bid to join
3-Bid Declined: He was offered a
bid (2) and decided to decline it.
5-Values Discussion: Typically
over a meal. This means a
brother has sat with the potential
member and discussed what the
values of the organization are
8-Second Meeting: The second
activity or small event this man
has attended or has been invited
to
WHAT DOES EACH RANK MEAN?
10:First Meeting: The first
activity this man has been
invited to
20-No Show: Invited to
activity, but did not attend
50-Left Voice Mail: Missed
event, left VM to invite to another
activity
100-Must Set-up Meeting: Met
and got name and phone
number, not made plans yet
500-No Contact Info: Name
received without a phone number
999-Don’t Want/Not Interested:
Either a man who does not fit our
values or does not seem
interested in Greek Life
8. Rank is what keeps the Names List as a production line
Use for Data Points
HOW DOES RANK HELP A NAMES LIST?
9. The status is the next actionable item.
These can be the last time contact was made or the next time a
meeting is set.
For every non-100, there should be something in the Status box
Notice the structure of the details
: Date, Time, Event, With Brother
WHAT IS THE STATUS?
10. The Data Table is the most
important piece of the Names List
This will track all of the names on
the list
The function used for each data
point is:
=COUNTIF(Names!A:A, Select Rank to
measure)
IE: To measure all #1’s:
=COUNTIF(Names!A:A,1)
You can then use these numbers
to measure success rate
Good names list close on 10-15% of
total (200 names on a list will yield
20-30 members)
HOW DOES THE DATA TABLE WORK?
11. Recruitment Chairmen:
Can track overall progress
Takes role away from being the “Recruiter”
Guides voting process for membership
Recruitment Captains:
Follow up with team members
Focus on organizing small events and having quality conversations
Focus on potential members in an appropriate way
Chapter Member:
Responsible for discussing progress with captains
Holds member accountable to commitments made with potential
members
HOW DO I USE THIS IN THE CHAPTER?
12. ADD: Add the First and Last Name, along with the Phone
Number of a potential member
RANK: Add a Rank to the potential member
ADJUST: Change the Rank of any potential member who has
interacted with a brother based on the Ranking criteria
SORT: Right-Click the Rank column and Sort A-Z. This will
cause the people who are moving closer in membership to the
top of the list and the ones who you do not want to the very
bottom of the list
COLOR: You can color code the rows in the same way the Data
Table is colored to give a more visual representation
UPDATING THE NAMES LIST
13. GO FROM A MESSY NAMES LIST TO…
Sorted by Last Name
