This document outlines the strategic plan for the Epsilon Omega chapter of Pi Sigma Epsilon. In the past year, the chapter initiated 14 new members and had success at regional competitions. Their current focus is fundraising for the national conference through doughnut sales. Goals for the future include increasing corporate sponsorship and growing membership to 43 students by the end of 2015 through classroom presentations and involvement fairs with a focus on underclassmen.

1. 2015­2016
2015 Strategic Plan
Epsilon Omega
A-1
1
National Headquarters – 3747 S. Howell Avenue, Milwaukee, WI 53207 www.pse.org
Epsilon Omega - Address Chapter Web Address

2. 2015­2016
Date of chapter annual planning meeting
February 2, 2015
Chapter Situational Analysis
Past
During the fall 2014 semester, our chapter initiated 14 new members, increasing our chapter by over 20%. Of the 14 new members, 1
was a freshman, 5 were sophomores, 5 were juniors, and 3 were seniors. We also held officer elections in December 2014 and were
able to find replacements for our eight executive board members that will be graduating in May 2015.
Also in fall 2014, we focused on fundraising to balance the financial toll associated with our trip to Miami for the National Convention in
2014. We held multiple fundraisers throughout the year. One of our most successful fundraisers was with a local company, Sweet
Madeline's. The company provided the product and equipment while our members were responsible for selling, marketing, and
promoting the product (donuts) for two days on campus. We raised over $600 in revenue to go towards Regionals.
We had a wonderful turnout for the 2014 Northeast Regional Conference at Bryan University in Rhode Island. 17 of our members
attended the event, and all of the underclassmen competed in at least one event. Hilary Sunderland was the main project manager and
Christine Piera and Emily Vasington placed as finalists in the Pro­Am Sell­a­Thon. Emily Vasington and Gabriella Lilienthal were on the
winning team for the Marketing Competition.
Present
Our current and main focus for the spring 2015 semester is planning and organizing fundraisers that will offset the cost for our trip to
Nationals in Houston, Texas in April. Nationals provides a valuable opportunity for our members (especially the new e­board) to
compete, network, and learn about PSE operations and headquarters. Preparing everyone for this trip is a timely task. It requires
transcontinental travel and registration and accommodations for numerous people. We will also host fundraisers through Sweet
Madeline’s. Our goal for this fundraiser is to match or exceed our previous fundraising revenue of $600.00. This has been a successful
fundraiser for us throughout 2014. University students enjoy the great tasting doughnuts and we as members enjoy our integral role in
making and selling these tasty products.
In addition to fundraising for PSE, we will fundraise as individuals for a UConn event called HuskyTHON. This event is hosted on the
UConn Storrs campus in March and is an 18­hour dance marathon to benefit the Connecticut Children’s Medical Center in Hartford, CT.
2
National Headquarters – 3747 S. Howell Avenue, Milwaukee, WI 53207 www.pse.org
Epsilon Omega - Address Chapter Web Address

3. 2015­2016
Each team will be paired up with a patient from CCMC and has the privilege to truly appreciate why the UConn community gives back
to this lifesaving institution. We have created a team to participate. We hope the event will be an advantageous opportunity allowing our
members to bond while giving back to the thousands of children who benefit from CCMC’s services. Each of our 8 HuskyTHON
participants has a fundraising goal of at least $150.00. In total, our team will raise over $1,200.00 for Connecticut Children’s Medical
Center.
We are focusing on COG reports this semester: because this is a crucial component of our chapter we will educate all new e­board
members about how to prepare COG reports for next year. Currently, the new e­board is creating the Annual Strategic Plan (A­1),
which allows them to set their own goals for 2015­2016. The new e­board feels strong positive momentum towards increasing member
engagement and growing our chapter.
Future
The biggest challenge we are facing is the financial toll to bring 16 members to Nationals in Houston, Texas. Because of this, the chapter has
become increasingly motivated to fundraise. We have also begun considering times and ideas for more fundraisers – such as a Basketball
Tournament for student body participation. At nationals, we want not only to present our accomplishments as a chapter, but also to bring as
many members as possible. At the national conference, we will prepare our future executive board with tools to drive the Epsilon Omega chapter
to success.
Another exciting opportunity for our chapter is our new focus on corporate and faculty relations. We realize that a good amount of the funding we
need for projects will come from these sponsors, and that consistent communication can be extremely beneficial to us and the future of Epsilon
Omega. Moreover, the chapter was lucky in regard to the number of newly elected executive board members because of the number of seniors
graduating in the spring. We have elected extremely talented and hardworking members to take their spots and learn from their success. This
ensures that Epsilon Omega can continue with the exceptional work of 2015.
As a chapter we plan to continue improving and advancing our member engagement, transitioning our new executive board, and improving our
COG standing. Specifically, our chapter goals, which are outlined in our future schedule, includes numerous fundraising ideas that will not only
improve our financials but help us promote Pi Sigma Epsilon further to the UConn campus. We plan to inspire our members and motivate them
through many social events where we will bond as a chapter. We​ ​understand the advantage for life that Pi Sigma Epsilon provides, so part of our
future plans is to focus on developing networks with companies and exposing our members to their future.
3
National Headquarters – 3747 S. Howell Avenue, Milwaukee, WI 53207 www.pse.org
Epsilon Omega - Address Chapter Web Address

4. 2015­2016
Recruitment Planning Summary
Our 2015 recruitment plan has 2 main goals. Our primary goal is to increase our membership for 2015 to 43 members by December 2015. Our
secondary goal is to increase the diversity of our chapter membership. To achieve both of our goals we have developed a strategic recruitment
plan for 2015.
Our first recruiting strategy is to create a theme and slogan for our fraternity. We will incorporate this slogan and theme into the involvement fair
board, info session PowerPoint, and recruitment T­Shirts.
Our second recruiting strategy is to utilize campus resources such as campus newsletters and business school mass emails to advertise our
information session and chapter events. Our goal with this strategy is to directly market our fraternity to both business students and the student
population.
Our third recruiting strategy will use Facebook as a tool to reach students. We will post events for our information session and chapter events on
Facebook. This will allow exposure to the student community as well as the ability to direct them to our UConn chapter Facebook page.
Our fourth recruiting strategy is to speak about PSE in undergraduate classrooms. We will introduce PSE to both business and communication
classes. By doing so we hope to reach our target demographic of undergraduate business and CLAS students. We believe this strategy will
allow us to recruit business students and also branch out and appeal to a new market, because we do accept all majors. Many communications
students pair their degrees with a business degree; therefore, reaching out to them proved very successful.
Three important recruiting dates include our information session held on 02/02/15, the UConn involvement fair held on 02/28/2015, and the
business involvement fair held on 02/30/2015.
Ownership of our recruitment strategy falls into the hands of Gabriella Lilienthal, Vice President of Human Resources and is being transitioned to
future Vice President of Human Resources, Nieko Labbadia.
This spring we will not hold interviews during initiation.. Instead, we will hold an executive board panel in chapter. At this panel each executive
board member will speak about their respective jobs in the fraternity and will answer any questions that the new members may have about the
fraternity.
As a professional fraternity we want to help our members understand and exemplify the basic principles of business, as they work to form their
future careers. We want to use this principle as a selling point to current and prospective members. It is not often that a member can be involved
in a professional organization where they can turn to friends for career help as well as find business connections for the future. This strategic
recruitment plan, along with the involvement fair, and advertising through social media, will be our best tactic to recruit our target underclass
demographic.
4
National Headquarters – 3747 S. Howell Avenue, Milwaukee, WI 53207 www.pse.org
Epsilon Omega - Address Chapter Web Address

5. 2015­2016
Annual Recruiting Goal
Present
Currently, our chapter has 31 active members. Of these 31 members, 1 is a freshman, 5 are sophomores, 11 are juniors, and 14 are seniors. We
foresee no members potentially becoming inactive. At the end of the spring 2015 semester, 14 members will be graduating. This is a 45% loss of
our membership. This is a problem that we have addressed in our spring 2015 recruitment plan.
Future
Our primary goal for 2015 is to recruit 25 new members. In spring 2015, we will recruit 10 new members and in fall 2015 we will recruit 15 new
members. This will increase our chapter membership total to 43 by December 2015.
Our target demographic is comprised of mostly underclassmen. We seek to recruit 12 freshmen, 9 sophomores, 4 juniors, and zero seniors. To
reach this demographic, we will speak primarily in undergraduate classrooms and at the Business Connections Learning Community. We will
also utilize our connections with the business school advisors and office of undergraduate advising to market our fraternity.
A secondary goal for 2015 is to increase the diversity of our member class. We seek to recruit 5­8 marketing majors, 5­8 management majors,
1­3 finance majors, 0­2 accounting majors, 1­5 communications majors, and 0­1 other majors. The breakdown by school includes 10­12
business school students, 5­9 CLAS students, 0­2 engineering students, and 0­2 agriculture students. Currently, our membership is dominated
by marketing majors. But in the future we plan to gauge interest from other business majors such as finance, accounting and management. We
also plan to gauge interest from non­business majors in CLAS such as economics and communications. Again, to reach this demographic we
will speak primarily in undergraduate classrooms. We will also reach out to the advisors at the Academic Center for Exploratory Students and the
office of undergraduate advising to market our fraternity.
Our ideal candidate for recruitment will be an underclassman with strong leadership skills. We will focus on business school students because
they are the most potential members, with interest in business principles. But we are open to members from all majors. We are looking for future
leaders and driven students who seek new opportunities and success.
5
National Headquarters – 3747 S. Howell Avenue, Milwaukee, WI 53207 www.pse.org
Epsilon Omega - Address Chapter Web Address

6. 2015­2016
SWOT Analysis
Strengths
● Strong executive board and clearly defined goals
● Excellent interpersonal skills across chapter
● Numerous company partnerships/sponsorships/contacts
● Heavy regional/national participation
● Increased number of projects
● Numerous internship/job opportunities through networking
● Increased public relations efforts over the past year
● Strong support for members within the fraternity
● Increased number of new members over past year
● Member retention has improved
Weaknesses
● Scarce chapter attendance (want it to be full)
● Lowl membership, especially in the male category
● Lack of member engagement a
● Unclearly defined presence in the business school
● Lack of financial resources to execute some projects
● Lack of opportunities for members to take initiative,
including case competitions, marketing challenges, and
fundraising projects
● Member retention is not as high as desired/keeping the
older members engaged
Opportunities
● Leverage new sales, marketing, and charity projects through new
members’ external network
● Future business partnerships with new local businesses
● Leverage partnership with UConn’s Program for Sales Leadership to
increase networking opportunities and learn more about the sales
profession
● Scholarships offered through PSE and other organizations
● New chapter website through PSE.org web hosting
Threats
● Low levels of spring recruitment university­wide due to
snow days
● Competition from other general business fraternities,
Marketing Society, and International Business Society
● Vast number of university clubs makes for cluttered
social media and difficult member retention
● Continuing economic recession causing inability of
companies to give sponsorships, jobs, funding, or
internship opportunities
● Challenging chapter location (Storrs, CT) causes
rescheduling/cancellation of events due to inclement
weather conditions
6
National Headquarters – 3747 S. Howell Avenue, Milwaukee, WI 53207 www.pse.org
Epsilon Omega - Address Chapter Web Address

7. 2015­2016
Competitive Matrix and Analysis
Organization Annual Dues Number of Members
Pi Sigma Epsilon $75 42
Delta Sigma Pi $140 85
Alpha Kappa Psi $115 88
Marketing Society $15 45
International Business Society $20 30
Delta Sigma Pi and Alpha Kappa Psi are both School of Business fraternities on campus. They directly compete with PSE due to the type of
experiences they offer, namely professional development opportunities and social bonding events. However, both of these fraternities are over
twice the size of PSE, with twice the cost of annual dues. They operate more similarly to traditional Greek organizations, with long rush
processes and high selectivity.
PSE, which is also housed in the School of Business, distinguishes itself by focusing specifically on opportunities provided through sales,
marketing and management. With fewer members, we differentiate ourselves as a more close knit group of students, and highlight our more
relaxed and welcoming recruitment process Our chapter also has more connections and opportunities through sponsorships, faculty relations,
and conferences that the other organizations may not offer. We also stress the opportunity to travel and network at PSE regional conferences
and national conventions.
Apart from the business fraternities, the the Marketing Society and International Business Society attract School of Business students. The
Marketing Society in particular targets the marketing student that PSE seeks to attract. However, despite both organizations’ business
orientation, they lack PSE’s fraternal environment, member camaraderie, and competition and conference opportunities.
7
National Headquarters – 3747 S. Howell Avenue, Milwaukee, WI 53207 www.pse.org
Epsilon Omega - Address Chapter Web Address

8. 2015­2016
8
National Headquarters – 3747 S. Howell Avenue, Milwaukee, WI 53207 www.pse.org
Epsilon Omega - Address Chapter Web Address

9. 2015­2016
In­Depth Breakdown of Strategic Goals
Goal #1 Member Engagement
● Recruit 8 freshmen, 5 sophomores, and 4 juniors by November, 2015. In the spring when turnout is generally lower, add 5
freshman, 4 sophomores, and 3 juniors. Accomplish recruitment by speaking to at least 20 business­focused classes by the 3​rd
week of the semester, writing an article for the marketing and business school newsletter, and increasing our posting activity on
Facebook and Twitter to at least 1 post per day.
o Ownership: Vice President of Human Resources: Nieko Labbadia and Vice President of Public Relations Prachi Shah
● Achieve 75% member retention rate for one year (previously unmeasured) by engaging members through more fraternity bonding
events and relevant professional material. Bonding events will include weekly optional chapter dinners in the on­campus dining
halls.
● Have average member attendance of 70% of members (previously not measured).
● Improve chapter bonding with a bonding day at 4 Arrows Ropes course once per semester with attendance of over 60%.
● Increase member personal responsibility by getting each involved in a specific project, to be determined at the beginning of the
semester. Ideally, projects will consist of team of 5­6 members, and will range from inter­team marketing competitions, fundraising
projects like donut fundraisers, and organizing speaker events. Members will work on two projects per semester. As an extension
of this goal, we hope to have each member lead one project per year. We will measure satisfaction with mid­semester and
end­of­semester surveys and in­chapter discussions.
o Ownership: Vice President of Marketing Hannah Suits
● Overall Ownership: Co­Presidents Emily Vasington and Christine Piera.
Goal #2 Professional Development
● Strengthen business etiquette knowledge of members by inviting a corporate sponsor to have dinner catered at the University and
discuss business dining etiquette by April, 2015.
● Improve digital marketing knowledge and website building skills, host a speaker series of a digital marketing professor and digital media
design professor. After the series, members will compete to design a website for a local business by December 2015, and each following
semester.
o Ownership: Vice President of Marketing Hannah Suits and Vice President of Professional Development Patience Bearse
● Provide hands­on marketing experience to members, host a mock­marketing competition between teams of 5­6 members by December
2015
9
National Headquarters – 3747 S. Howell Avenue, Milwaukee, WI 53207 www.pse.org
Epsilon Omega - Address Chapter Web Address

10. 2015­2016
o Ownership: Vice President of Marketing Hannah Suits
● Improve presentation and research skills of our members, culminating in 10 minute presentation by 2­3 member groups on a monthly
basis about current marketing, sales, or other business trends.
● Measure members’ professional comfort with a one­on­one meeting per semester with Vice President of Professional Development. This
time may also be used for mock interviews and resume critiques,
● Enhance member's sales skills and Pro­Am knowledge, co­presidents will prepare a sales­oriented presentations and have a University
sales professor present about the importance of sales in the workplace. This will occur before the fall regional convention, in early
November, 2015.
● Use analytical skills, have majority (50% or more) of members participate in the case competition sponsored by Altria Group Distribution
Company.
● Ownership: Primarily Vice President of Professional Development Patience Bearse
Goal # 3 Chapter Meeting Organization
● Improve structure of chapter member meetings to engage members and provide more marketing and sales events knowledge
● Begin each meeting with 10 minutes icebreakers and casual conversation, to increase member fraternity.
o Ownership Vice President of Human Resources Nieko Labbadia
● Follow with 15 minutes reviewing “what’s hot” in marketing, sales, and management and encouraging discussion. Invite members to
submit their ideas for these topics at the end of each week. Pull from websites such as “Advertising Age,” “Marketing Power,” “Just Sell,”
and “Entrepreneur – Marketing.”
o Ownership: Co­presidents Emily Vasington and Christine Piera
● Next, either:
o Host a speaker who will present for about 20 minutes on topics ranging from professional development to industry trends. Engage
in 10 minute Q&A.
▪ Vice President of Professional Development Patience Bearse OR
o Break into groups of 5­6 to work on various marketing, sales, and fundraising projects, to be determined each semester.
▪ Group Projects ownership: Vice President of Marketing Hannah Suits
● End with a 10­15 minute recap of what we’ve discussed and upcoming events and projects. Each team will present with 2 minute
situation debrief to keep other members updated.
o Ownership: Co­presidents Emily Vasington and Christine Piera
10
National Headquarters – 3747 S. Howell Avenue, Milwaukee, WI 53207 www.pse.org
Epsilon Omega - Address Chapter Web Address

11. 2015­2016
Goal #4 External Relations and Branding
● Develop stronger external network and on­campus presence
● Foster relationship with Altria to hold professional activities such as case competition among UConn business organizations with 25%
member participation by April, 2015.
o Ownership: Vice President of Professional Development Patience Bearse
● Host speakers from renowned marketing and consulting companies (such as P&G and Accenture) to interest our members and provide
industry insight. Reach out to 10 companies per month with purpose for having 30% capable of presenting or participating in PSE
shadow day to visit them.
o Ownership: Vice President of Professional Development Patience Bearse
● Co­host 2 events or speakers per semester with other organizations on campus to raise school awareness of PSE. Write to school
newspaper about events to raise school awareness for events. Put events in School of Business events calendar.
o Ownership: Vice President of Public Relations – Prachi Shah
● Over the summer of 2015, build a recruitment video using footage from 4 Arrows bonding session, 2015 nationals, and spring 2015
interviews of current members.
o Ownership: Vice President of Public Relations – Prachi Shah
Goal #5 National HQ Governance & Management
● Increase chapter ranking from Amethyst to Silver by Nationals 2016. Co­presidents will meet by March 2015 to create spreadsheet of
planned activities and associated COG points. Will then host meeting with future e­board so they can have buy­in.
o Ownership: Co­presidents Emily Vasington and Christine Piera
● Maintain a highly respected chapter through the Headquarters Office and our national fraternity governance and management by keeping
up with headquarters calls and ongoing contact.
● Zero risk mitigation infractions during 2015­2016 year.
● Improve member knowledge of HQ by having a meeting solely focused on the topic within the first four weeks of the Fall 2015 semester.
o Ownership: Vice President of Admin – Boey Yu and Gianna Bodnar
● Create mandatory participation in the COG write­ups for all members to familiarize them. Currently, non­executive board members have
little or no knowledge about the COG system.
o Ownership: Vice President of Admin – Boey Yu and Gianna Bodnar
● Improve relationships with other national PSE chapters by reaching out to at least one chapter per month to discuss ideas and advice.
11
National Headquarters – 3747 S. Howell Avenue, Milwaukee, WI 53207 www.pse.org
Epsilon Omega - Address Chapter Web Address

12. 2015­2016
o Ownership: Vice President Public Relations Prachi Shah
12
National Headquarters – 3747 S. Howell Avenue, Milwaukee, WI 53207 www.pse.org
Epsilon Omega - Address Chapter Web Address

13. 2015­2016
Calendar of Events
* ​Events without dates are either continuous or have yet to be determined.
* Each month in the fall semester will continue to have corporate speakers. However, dates and presenters are to be determined.
February
● Spring Recruitment
● Information session
● Federated Insurance chapter presentation
● Communication 1000/1100, ECON 1202, HIST 1400, MATH 1070Q,
MATH 1071Q, ACCT 2101, BLAW 3175, FNCE 3101, MGMT 3101,
BADM 4070W, MKTG 3101, OPIM 3103/3104 presentations
March
● 3/9­ HuskyTHON
● (Sunday) National Practice
● LEGO chapter presentation
● PSE Basketball Tournament Fundraiser
● Big­Little Presentation
● New member initiation
● Etiquette dinner
April
● Thursday 4/9­ PSE Altria case competition
● Monday 4/14­ National Convention
● Monday 4/14­ Study abroad presentation
● Sweet Madeline’s fundraiser
● Fro­yo fundraiser
● PSE potluck dinner
● Ropes course bonding event
May
● Senior send-off bonding event
● Official officer transition
June­August
● 2015 executive board virtual meetings (1st of every month)
● Complete executive board SWOT analysis (July)
● Agree upon a comprehensive mission statement and 5 goals specifically
for the 2015­2016 executive board
● Prepare for PSE 6th Annual Golf Tournament
● Create database to track company presentations, fundraising/ charity
events, and group projects
● Conduct member testimonial interviews
● Create recruitment video
● Create Performance Feedback template for executive board members
● Create member of the week article template
13
National Headquarters – 3747 S. Howell Avenue, Milwaukee, WI 53207 www.pse.org
Epsilon Omega - Address Chapter Web Address

14. 2015­2016
September
● Wednesday 9/2­ Executive Board performance feedback meetings
● Wednesday 9/2­Thursday 9/4­ COMM 1000/1100, ECON 1202, HIST
1400, MATH 1070Q, MATH 1071Q, ACCT 2101, BLAW 3175, FNCE
3101, MGMT 3101, BADM 4070W, MKTG 3101, OPIM 3103/3104
presentations
● Thursday 9/4­ Business involvement fair
● Monday 9/7­Information session
● Saturday 9/11­ New member pasta party
● Saturday 9/18­ Chapter Tailgate/ Alumni Reunion
● Monday 9/21­ UTC chapter presentation
● Sunday 9/25­ Ropes course bonding event
● Monday 9/28­ Farmers Insurance presentation
● Wednesday 9/30­ Chapter dinner
● Fall recruitment
October
● Thursday 10/2­ Career fair
● Saturday 10/3­ Annual Golf Tournament
● Monday 12/5­ Pro­Am Sell­A­Thon mock competition
● Monday 12/12­ Speakers’ Competition mock competition
● Monday 12/19­Mid semester review chapter
● Wednesday 12/21­ Executive board performance feedback
meetings
● Saturday 10/17­ ESPN location tour
● Wednesday 10/21­ chapter dinner
November
● Friday 11/6­ PSE Semi­National fundraising competition
● Monday 11/9 ­ Proctor and Gamble chapter presentation
● Saturday 11/21­ PSE Northeast Regional Conference
● Monday 11/23­ Resume workshop
● Tuesday 11/24­ New Member initiation
● Saturday 11/28­ Semi­formal
● Create member of the week article template
December
● Monday 12/7­ Midyear review chapter
● Monday 12/7­ Chapter elections
● Wednesday 12/9­Friday 12/11­ Executive board performance feedback
meetings
● Executive board SWOT analysis for spring 2016
14
National Headquarters – 3747 S. Howell Avenue, Milwaukee, WI 53207 www.pse.org
Epsilon Omega - Address Chapter Web Address

15. 2015­2016
Tradition
“Work hard, play hard” has become the adopted motto of the UConn chapter of PSE. As a professional development fraternity, we find it important to have a
balance of both career building events and social activities. We want our members to get the most out of their college years, while enjoying good company.
Our chapter has many traditions to keep our motto alive. From a professional standpoint our chapter hosts annual events throughout the year to give our
members a competitive advantage in the job market. This year we have again partnered with one of the PSE corporate sponsors to host the second annual
Altria case competition. We also traditionally have workshops on resume building, LinkedIn, and mock interviews to enhance our member’s job skills.
A great example of a tradition in keeping to our motto is our annual chapter Golf Tournament. This event gives our members the chance to spend a day out
on the course networking with company representatives from various corporate sponsors, while also having fun playing a game a golf. It is also our highest
earning fundraising event, with about $7000 in revenue.
A new tradition to the UConn chapter is a day of team building exercises on a ropes course. We have taken part in this activity at the beginning of the past
two semesters and have found it to be a huge success. It brings together new and old members together early in the semester, so we can create a cohesive
chapter that aligns with the brotherhood traditions of our fraternity culture.
Finally, informal initiation night is a proud tradition of the UConn chapter, where we take the new members on a scavenger hunt around campus to answer
riddles about PSE history. Every year we end the informal initiation at “The Rock,” where the entire chapter paints the rock in the traditional PSE colors of
amethyst and gold.
15
National Headquarters – 3747 S. Howell Avenue, Milwaukee, WI 53207 www.pse.org
Epsilon Omega - Address Chapter Web Address