This document provides an overview and outline of a training session for student organization advisors at Ohio State University. It covers topics like registration requirements, funding policies, the roles of advisors and officers, legal issues, resources available to student orgs, and information about the transition to a semester system. The training aims to help both new and experienced advisors in their roles supporting student organizations.

1. Welcome To Student Organization Advisor Training 2011-2012 Adam Burden [email_address] 292-8763

2. Training Outline Introductions Registration & Funding Policies Legal Issues The Role of an Advisor Resources Semester Conversion Ohio Union Website Questions & Evaluation

3. By a show of hands… How many of you are new, first-time advisors? How many of you are seasoned advising veterans of 5+ years?

4. Registered Student Organizations University Senate Council on Student Affairs

5. Philosophy on Student Organizations Definition of a student organization: A Student Organization is an association of Ohio State students created for any educational purpose that supports the vision and goals of the University set forth in the Academic Plan and the Diversity Action Plan. Justification for supporting a wide variety of organizations: Student Organizations serve as a medium for academic discourse, personal growth, leadership development, intercultural understanding, community service, and lasting friendships.

6. Minimum Criteria Must have five OSU student members 90% of organization membership must be currently enrolled OSU students Three separate student leaders to serve as primary officers - President, Secondary Leader, Treasurer None of whom may be listed as primary officers of more than three different organizations Student officers must maintain a minimum term GPA (2.0 for undergraduates, 3.0 for graduate students, 2.0 for professional students) and be enrolled in classes

7. Minimum Criteria OSU Faculty or A&P staff advisor (who may not advise more than three organizations unless required by job description) Graduate students and civil service employees are not eligible to serve as Primary Advisors Must have a purpose statement, goals, roster, and constitution submitted Constitution must have a statement prohibiting discrimination on the basis of age, color, disability, gender identity or expression, national origin, race, religion, sex, sexual orientation, or veteran status in accordance with CSA Guidelines A student organization formed to foster or affirm the sincerely held religious beliefs of its members may adopt eligibility criteria for its Student Officers that are consistent with those beliefs

8. Complete and manage registration for organization Coordinate meetings and events Primary contact for and corresponds on behalf of student organization Communicate with organization members and advisor Provide vision, direction, and leadership for the organization Recruit and groom future leaders Ensure teambuilding and morale Role of the President

9. Registration & Management May 1 begins the student organization re-registration period Oct 15 is the continuous registration deadline for organizations that have been previously registered to renew their registration each year to stay Active. Brand new organizations may begin their registration at any time and must complete all requirements within 60 days. All registration completed online Advisors do not have the ability to register an organization or change/update information.

10. Registration & Management Annual Renewal Requirements (May 1 – April 30 Student Organization Year) Training (Pres, Treas, Adv ) * Online Registration (Pres) General Information Leaders and Roster Constitution Goals Advisor Online Registration Approval ( Adv ) *Advisor Training is required every 2 years

11. Statuses Pending : Brand new organizations or organizations in the process of completing registration requirements for a given year. Inactive : Organizations that have not completed all registration requirements by the annual October 15 deadline. Inactive organizations are ineligible to use the free resources for student organizations.

12. Statuses Active - New/Re-Established : Organizations that have been registered for less than two (2) continuous years or organizations with less than 15 members; all registration requirements completed by the annual October 15 deadline. Active - Established : Organizations that have been registered for at least two (2) continuous years; at least 15 members of the organization; all registration requirements completed by the annual October 15 deadline.

13. Competitive Sport Clubs Sport Clubs register as student organizations with the Ohio Union (as well as registration with the RPAC Sport Club Office) Sport Clubs have the same registration requirements and benefits as other student organizations, except… No Ohio Union Treasurer Training required No access to Operating or Programming Funds Aspiring Sport Clubs must first register as an Active student organization for two quarters, then apply for Sport Club status from RPAC

14. Role of the Treasurer Meet regularly with the advisor to discuss finances Request all funds for the organization Save receipts and complete all forms Manage organization budget and bank account Steward of student money Set the example of financial wellness

15. Student Activity Fee All students pay a $25 quarterly activity fee

16. Funding Basics Only the listed Treasurer has access to apply for funding online When submitting a funding request, consult the list of fundable and non-fundable expenses in the CSA Guidelines Your organization must have the following for your organization to receive funding: Active status No Outstanding Debt Organization Checking Account EIN

17. Organizations may apply for up to $200 each year in operating funds Examples: supplies, dues to national orgs, promotional items such as t-shirts, travel/retreat/conference Operating funds can be applied for anytime between June 15 - April 30 during the current student org year June 1 audit deadline, to be completed by the Treasurer Operating funds are awarded in advance on a first-come basis until it has run out Operating Funds

18. New & Re-Established status organizations may apply for up to $2,000 per year Established status organizations may apply for up to $3,000 per year Applications for Programming Funds are due by the 5 th Friday of the quarter prior to the quarter in which the event will occur The applications are reviewed by the CSA Allocations Committee according to viewpoint neutral criteria Programming funds are reimbursed after submitting receipts for fundable expenses Programming Funds

19. Fundraising and Sponsorship Some good ideas are local restaurants, clean-ups, concessions, selling items, soliciting local business, partnering with campus departments, or writing organization alumni. On campus credit card sales are not permitted. Download the fundraising contact sheet from the Ohio Union website. There are no sponsorship restrictions except for direct Coca-Cola competitors, or Barnes & Noble on campus sales.

20. Registration & Management Advisor Approvals Online Registration Operating Funds Programming Funds Goals End of Year Report You should receive email prompts for all approvals

21. Legal Issues

22. Student organizations are not official legal entities of the University. When you agree to be an advisor, as the University representative, you assume a degree of risk. Minimize your risk by being familiar with University policies, staying informed of organization activities and using good judgment. Liability Issues

23. Many advisors have posed hypothetical questions about whether or not they could be sued for damages by the victim of an accident at an organization event or by a vendor with whom the organization has breached a contract. There is no way to predict whether or not you could be sued, but even though OSU Legal Affairs could not defend students in such a situation, the University could – and likely would – defend you as the advisor. As long as you are acting within the scope of your employment and are not grossly negligent in your duty to advise the organization, the University will indemnify you. Liability Issues

24. While it is not necessary to have, some advisors have felt more comfortable with liability issues by having a letter on file, signed by their supervisor, chair, or dean, that explains the University’s indemnification of advisors The text of such a letter can be found on the Ohio Union’s Advisor Resources webpage. Liability Issues

25. Under federal law, campuses must compile and publish campus crime statistics If any person reveals to you that they have been the victim, witness or perpetrator of any incident that might involve a crime, please immediately contact the University Police at 292-2121. Reporting a crime to the police does not mean that charges must be filed. Jeanne Clery Disclosure of Campus Security Policy & Campus Crime Statistics Act

26. In most cases, neither a student’s education records nor the personal information contained in those records may be disclosed without prior consent of the student. If your organization needs a student to disclose his/her education records for the purpose of officer selection, you must get consent from the student prior to obtaining the information. That consent should be in writing, indicating the specific records to be released, the specific purpose, the date, and the party to whom the disclosure may be made. Ohio Union staff can help verify student grade information for the purpose of officer selection. Family Educational Rights and Privacy Act (FERPA)

27. Risk Management What is Risk Management? Assessing, minimizing, and preventing accidental loss through the use of safety measures Varying levels and types of risk with student organizations Liability Safety Reputation Financial Emotional

28. Organization Risk Management Hazing Ohio Revised Code Definition: “ ‘Hazing’ means doing any act or coercing another, including the victim, to do any act of initiation into any student or other organization that causes or creates a substantial risk of causing mental or physical harm to any person.” Civil Liability: http://codes.ohio.gov/orc/2307.44 Alcohol Follow State of Ohio Law www.partysmart.osu.edu Cannot use in promotional materials for events

29. Organization Risk Management Waivers Controversial topics or speakers Games of Chance/Raffles Money handling Responsibility for others Contracts Code of Conduct Off Campus Rules Property Destruction (i.e. Car Bashes)

30. The Role of an Advisor

31. Listener Historian Policy Interpreter Risk Manager Conflict Mediator Role of the Advisor Mentor Teacher Motivator Financial Advisor Copy Editor

32. Complete an Advisor Training session once every two years. Annually review and approve the organization’s online registration information. As requested, approve/reject CSA funding requests. Review and approve organization’s Goals and End of Year Report Sign off on reservations of University space and equipment, as requested by the University department granting the reservation. Be listed as a signatory on the organization’s checking account. Required Duties

33. “ Other Duties As Assigned” Primary resource offering suggestions Provide continuity and historical perspective Explain and review policies with the organization Meet with the Exec Board/President Assist the Treasurer with budgeting, account management Attend meeting and events Assist with retreats, officer elections and transitions, goal setting Be custodian of group paraphernalia, records, documents

34. Establish mutual expectations Find balance and prioritizing responsibilities Stay in the loop Cc on emails Subscribe to organizational listservs Advising vs. Supervising Seek out those personal relationships Be an educator and challenger Advisor Success Tips

35. Advisor Success Tips Know or help develop the goals of the group Know the members of the organization Be committed to the organization Be visible, available, and approachable to the members Provide appropriate feedback Know resources available to you and your organization Have fun

36. Coming together stage Officer transitions Goal Setting Recruitment Retreats Teambuilding Budgeting What do advisors do? Offer balance of Challenge & Support Answer questions, provide context Forming

37. Differences of opinion stage Building & testing trust Conflicts and indecision What do advisors do? Promote understanding leadership styles Encourage open debate and discussion Remind them of goals Storming

38. Group culture emerges Projects and organizational work gets done What do advisors do? Keep ‘em motivated! Check in on progress Use your connections Norming

39. Execution of goals or events Reflection, Feedback & Assessment Elections What do advisors do? Identify potential future leaders Provide recognition opportunities Performing

40. Students born between 1982-2001 are often referred to as the Millennial generation Some general characteristics of “Millennials” Confident Team-Oriented “ Special” Conventional Achievement-Oriented Sheltered Diverse Pressured Coomes, M.D. & DeBard, R. (2004). Serving the Millennial Generation . San Francisco: Jossey Bass. The Millennial Generation

41. Establish rapport, a non-threatening environment Build trust through empathy & understand perspective Identify and agree on a problem Focus on behavior, not people or personalities Be objective, forward looking and positive Look for mutually agreeable solutions, shared interest, and multiple options Create attainable commitments, evaluate, and praise success Conflict Resolution Tips

42. OSU Campus Suicide Prevention Program training sessions Suicide is the second leading cause of death among college students. The OSU Campus Suicide Prevention Program offers free one-hour trainings to help you recognize the warning signs for suicide and teach you how to intervene to get the student help. To schedule training contact Wendy Winger at [email_address] . Suicide Prevention

43. Resources

44. Meeting & Event Space Ohio Union Meeting & Event Space Over 30 options Most spaces are free with Active status Conference Meeting Rooms in the Center for Student Leadership and Service Tabling in the Union Ohio Union Catering – Student Organization Catering Menu & Policies Additional campus locations – Selected classroom buildings across campus Outdoor Events – BEN request

45. Meeting & Event Space

46. Meeting & Event Space

47. Coke Beverage Donation Donations are for events, rather than for meetings. The event must be on or near campus. The request form must be filled out online at least 2 weeks prior to the event for which the beverages are needed. Several pick-up locations, including the Ohio Union

48. Using Trademarks All items with any kind of OSU logo or images, etc. need approval by the Trademark and Licensing Office The words “Ohio State” or “OSU” do not need approved if outside of your organization’s name “ Ohio State” or “OSU” must appear at the end of the organization name. Only student organizations in the Active - Established level of registration may use “Ohio State” or “OSU” in their official organization name.

49. Transportation Students may drive each other to events, or other student organization related activities without signing a waiver Organizations may rent cars, passenger vans, buses, and trucks through OSU Transportation & Parking Reservations must be made at least three business days in advance

50. Showing a Movie If you want to show a movie, most likely you need to buy a licensed copy of the film if it is a “public performance.” Visit MPAA website for more information. Visit www.swank.com to browse movie titles

51. Working with Food If you are not selling food, the general rule is “eater beware” If you are selling food, the campus policy states: Food items sold by student organizations should either be commercially prepackaged by a licensed vendor and handled in compliance with relevant health codes or grown, raised, or produced by members of a registered student organization as part of their academic program. Download a copy of Food Safety Guidelines from the Ohio Union Resources webpage

52. A student’s point of connection for the full spectrum of involvement at Ohio State. Students can connect with leadership and service initiatives, engage with student organizations, advance learning, and create lasting memories. Center for Student Leadership & Service

53. Center for Student Leadership & Service

54. Existing and New Initiatives Leadership Awards Community Service Programs Annual Conference on Leadership and Civic Engagement Student Organization Summit Skill building workshops Leadership & Service Clearinghouse Calendar of Events Academic Courses & Leadership Minor Center for Student Leadership & Service

55. Center for Student Leadership & Service Workshops, Presentations, Guest Speakers Over 30 different topics Request support for your next organization retreat Finding locations Consultation/planning on activities and agendas Games, equipment, low ropes course activities Facilitation from Student Leadership Advocates Coca Cola Retreat Package Funding

56. Resource Room Some resources have an associated cost. Items without cost are free. Each student organization receives a yearly $250 Line-of-Credit to spend on resources. You don’t have to pay it back! Your Line of Credit is reset each year on June 15. Your full Line of Credit is not available until your organization obtains Active status (only $25 while Pending). Inactive status organizations cannot use their Line of Credit Organizations may not transfer funds on their Line of Credit to another group.

57. Resource Room All members of an organization can use the organization’s Line-of-Credit. Only leaders may check out equipment. When your Line of Credit runs out, or whenever you choose, you can purchase items at their cost from the Resource Room. Individual students can purchase items from the Resource Room.

58. Offices, Lockers, and Mailboxes Student organizations have access to office spaces, storage lockers, and mailboxes. Offices, lockers, and mailboxes have already been assigned for the upcoming year. Applications will be next available in Spring 2012.

59. Marketing Resources Graphic Designers Photography Videography Vendors or promotional items Ohio Union virtual Bulletin Boards Ohio Union website calendar

60. Technology Resources Website hosted on University server Organizational Listservs Organizational Email Accounts Carmen page

61. Student Organization Insider The Student Organization Insider is a weekly email newsletter sent to all listed officers and advisors You are automatically signed up to receive it when you are listed as an officer of a student organization. Other members can sign up to the listserv on the Ohio Union website Submit announcements for your events by Tuesdays at 5pm to [email_address]

63. Advisor Appreciation Meals Advisor Brownbag Discussions Optional Training Sessions Advisor Programs

64. Semester Conversion

65. Semester Conversion New Registration Process Two registration windows Window I: February 15 – April 30 Window II: August 15 – October 31 Each organization will self select which Window they want to register in and which registration deadline will apply to them All requirements must be completed during the Window or the organization will be Inactive

66. Semester Conversion Organizational Changes Constitution: review dates, “SOURCE” references, any vague or outdated information, minimum requirements Elections and Transitions Major Events and Programs: Autumn Semester; Aug 20 – Dec 7 Spring Semester; Jan 7 – April 25 Financial reporting, dues collection National Organization requirements

67. Ohio Union Website

68. Union Homepage http://ohiounion.osu.edu

69. Scroll over to Student orgs

70. Student orgs Homepage

71. Student orgs Homepage

72. Resources Page, point out Login button

73. Resources Page, point out Login button

74. Shibboleth

75. Student orgs Management Homepage