Consultant Visitation Analysis

Transcription

1 Consultant Visitation Analysis The Pi Kappa Alpha International Fraternity Chapter Name.... Zeta Sigma Host Institution. Florida Institute of Technology Visit Dates 2/22/14 2/27/14 Chapter Consultant Ivan Valentine The Fraternity Mission Pi Kappa Alpha is dedicated to developing men of integrity, intellect and high moral character and to fostering a truly lifelong fraternal experience. The following pages contain a chapter assessment in worksheet format. This worksheet is divided into four categories: membership, operations, brotherhood and leadership. The annual consultant visit focuses on these four areas, as does the Fraternity s International Awards program. The evaluation criteria is based upon the Fraternity s Vision, Mission and Creed and the True Pike. For more information, please contact your Consultant or the Director of Services at pkaserv@pikes.org.

2 2 Consultant Visitation Summary Executive Summary The Zeta Sigma chapter is very well established in programming and efficient in operations. With a strong working relationship and ties to the University and Greek system, the Chapter is dominate with its presence on campus. A few areas of focus I recommend for the Chapter are the following: Alumni Events The Chapter has great alumni support and opens many of its events up for alumni to attend. However, there are not specific events planned for alumni themselves. Most alumni involvement is at another Chapter function were alumni are welcome to attend, if they would like. While still maintaining the open approach to alumni attending events such as recruitment, Greek Week, etc, I recommend the Chapter work in tandem with the Alumni Association to host regular alumni specific events. This is important for keeping alumni who may not be local or from different Chapters involved and engaged with the Chapter, but also important for maintaining that connection with alumni between major events such as a 45 th or 50 th year celebration. Continuing Education The Chapter currently hosts continuing education events regularly and is beginning to think outside the box while doing so, however most are geared towards professional development. While this is important and should remain a focus, there are also opportunities to incorporate other teachings through continuing education and take it to the next level. I recommend the Chapter host continuing education events covering personal development, history/ritual education, lifestyle development, or leadership development to name a few. Also, I recommend the continuing education chairmen explore ways to incorporate/work with other chairmen in the Chapter to host continuing education events (athletics, brotherhood, social/pr). Recruitment The Chapter does well with recruitment; however there is some room for improvement. I recommend the Chapter launch a rush scholarship and work with the Greek and Admissions office, as well as any local high schools that feed into the university to have the scholarship made known to incoming men. Currently, the Chapter does name generation with their new members, but only after they have been initiated. While this is still an effective strategy, I also recommend the Chapter host a post-game rush. After the new-members have been signed, I recommend the Chapter host a recruitment workshop for the new members to get them well versed on PIKE recruitment. I also recommend the Chapter name generate with these new members and host a follow up (post game) recruitment period to sign more men in the weeks following the formal bid day. With the recruitment scholarship, formal rush week, post game rush, and the final push after the new members have been initiated, the Chapter has now made four strong pushes throughout the semester in recruitment efforts.

3 Consultant Visitation Summary 3 Campus Involvement The Chapter has recently made a strong push for campus involvement. With members in several prominent student organizations on campus, the Chapter is very well represented. Currently, the Chapter boasts over 12 men in the orientation leader position, among other influential positions. I recommend the Chapter maintain the focus on campus involvement understanding not only the benefit it has for individual members, but also the positive light it sheds on the Chapter, the good graces it places the Chapter in with the university, as well as the excellent recruitment opportunities it provides.

4 4 Consultant Visitation Summary Area One: Membership Recruitment 5/5 Recruitment Officer... Charles Berry ... Phone # Does the chapter rank in top three in recruitment on campus?... Yes 2. Is your recruitment officer appointed?... Yes 3. Is there a functioning recruitment committee?... Yes Year-round recruitment approach..... Yes Recruitment database ( green book ) exist Yes The chapter rank overall in recruitment... 2 of 8 Recruitment mentality incorporated into all chapter activities Yes A summer recruitment plan Yes Presentations to sororities/athletic coaches/faculty/new member classes Yes Chapter have rush scholarship No Recruitment captains with specific responsibilities Yes Established recruitment goals Yes For further resources, contact your Consultant or the Director of Membership Growth at rushpike@pikes.org New Member Education 4/4 New Member Education Chairman... John Frugoli ... jfrugoli2012@my.fit.edu Phone #... (609) Is the new member education program eight weeks or less?... Yes 2. Does the chapter have 80% retention?... Yes 3. Is there a written pledge education program?....yes Each new member given updated Garnet & Gold.Yes Do new member officers shadow chapter officers...yes Comprehensive new member education handbook Yes Calendar of events for new member classes No Mentor/ Big brother program Yes Retention rate / 16 = 81% New members elect own officers...yes Weekly speakers Yes Each new member signed Position Statement on Hazing Yes For further resources, contact your Consultant or click here for New Member Education Resources

5 Consultant Visitation Summary 5 Continuing Education 4/4 Continuing Education Chairman... Ricky Barbera ... r.j.barbera@hotmail.com Phone # Does the chapter have a written continuing education program?... Yes 2. Are speakers/events planned for the chapter focused on personal development?... Yes 3. Is education focused on various developmental levels of Chapter membership?... Yes Membership/brother s handbook... Yes Updated each semester/quarter... Yes Risk awareness education to members... Yes For further resources, contact your Consultant or click here for Continuing Education Resources Alumni Relations 4/4 Alumni Relations Chairman... Fabio Maia ... Fabio_maia12@hotmail.com Phone # Is there an accredited chapter advisor?... Yes 2. Is there an active alumni advisory board?... Yes 3. Are two hardcopy newsletters made and distributed to alumni each year?... Yes Written alumni relations program... Yes Does the chapter have an alumni database... Yes Hosts regular alumni events (at least one/semester)... No Update/compare alumni records with Memorial Headquarters... Yes Consistent communication with local area alumni... Yes Are quality electronic chapter newsletters produced each year... Yes For further resources, contact your Consultant or click here for Alumni Relations Resources

6 6 Consultant Visitation Summary Area Two: Operations Finances 5/5 Treasurer... Chris Guelzow ... Phone # Does the chapter pay all fees/assessments to the International Fraternity on time?..yes 2. Does the treasurer collect 90% of accounts receivable?...yes 3. Does the chapter utilize Standard Budget (or equivalent)?..yes Chapter Utilizing Omegafi s Vault Billing Service.....Yes Enforced financial policies/standards Yes Financial reports provided to the membership (budgets, accounts receivable, etc.)... Yes Functioning finance committee... Yes Ledgers (year-to-date figures) Yes Separate account budgets (operations, housing, & kitchen) Yes Current balance to the Operating Fund... $29,600 Collection rate... $31,257 / $30,749 = 100% Membership contracts Yes Financial education (including new member class) Yes Do all checks require two signatures Yes Annual audit Yes Required government forms filed Yes For further resources, contact your Consultant or click here for Financial Resources Housing 4/4 House Manager... Jacob Portugal mrport6793@gmail.com Phone # Does the chapter practice all of the Operation Standards?... Yes 2. Work Day registered and/or completed event summary submitted?... Yes 3. Does the chapter practice all of the Conditions Standards?... Yes For further resources, contact your Consultant or click here for Housing Resources

7 Consultant Visitation Summary 7 Risk Awareness 4/4 Risk Awareness Officer... Santiago Roig ... roigs23@gmail.com Phone # Does the chapter complete the Standards & Chapter Statement of Position on Hazing?..Yes 2. Is there a written risk awareness program?.yes 3. Does the chapter have a written crisis management plan?..yes Functioning risk awareness committee... Yes Event checklist... Yes Social events include event monitors Yes Social events include closed guest list Yes Standards posted in common areas Yes For further resources, contact your Consultant or click here for Risk Awareness Resources Management 4/4 President... Evan Cosgrove ... ecosgrove2011@my.fit.edu Phone # Internal Vice President... Oron Bader ... oronbader@yahoo.com Phone # External Vice President... Jonas Fuglas ... jonfug@gmail.com Phone # Are weekly executive council meetings scheduled?... Yes 2. Is there a functioning committee system?... Yes 3. Are goals documented and posted in a common area?... Yes Chapter facilitates regular retreats... Yes Maintained calendar of events... Yes Meetings attended by the chapter advisor Yes Goals reviewed / revisited each semester Yes Weekly committee reports Yes Committee handbooks Yes For further resources, contact your Consultant or click here for Management Resources

8 8 Consultant Visitation Summary Area Three: Brotherhood International Fraternity 5/5 Secretary... Ricky Barbera ... Phone # Does the chapter attend Pike University events?... Yes 2. Does the chapter submit quality Chapter Notes to the Shield and Diamond?...Yes 3. Are new members, initiations, resignations, expulsions,& graduations reported on a timely basis?....yes Officer and advisor elections reported in a timely fashion... Yes 100% Phi Phi Kappa Alpha Chapter?...Yes Does the chapter complete a Chapter Year End Summary?... Yes Academy / International Convention attendees... 2 Chapter Executives Conference attendees... 4 Leadership Summit(s) attendees For further resources, contact your Consultant or click here for Secretary Resources Athletics 4/4 Athletics Chairman... Nicardo Davion Cameron ... ncameron2013@my.fit.edu Phone # Does the chapter place in top three in overall intramural competition?... Yes 2. Are there Varsity and / or club athletes within the membership?... Yes 3. Does the chapter support host institution s athletic program?... Yes Win interfraternal athletic competitions... Yes Recognize outstanding athletic achievement... Yes Rank in intramurals... 1 of 8 Team fielded for every major intramural... Yes Chapter jerseys/ uniforms... Yes Members in varsity athletics... 5 Members in club sports Good sportsmanship recognized... Yes For further resources, contact your Consultant or click here for Athletics Resources

9 Consultant Visitation Summary 9 Ritual 4/4 Sergeant-at-Arms... Kelvin Hanson ... khanson2012@my.fit.edu Phone # Does the chapter possess all regalia and have current ritual books?......yes 2. Is initiation conducted in accordance with Pi Kappa Alpha ritual?......yes 3. Is the appropriate ritual used for pledging, officer, graduate, and alumni ceremonies?..yes Ritual & regalia regularly maintained and in good condition... Yes Ritual used to open/close each meeting... Yes Chapter ritual team(s).....yes Ritual memorized... Yes Ritual education... Yes For further resources, contact your Consultant or click here for Sergeant-at-Arms Resources Accountability 4/4 Sergeant-at-Arms... Kelvin Hanson ... khanson2012@my.fit.edu Phone # Are members held accountable to chapter bylaws? Yes 2. Does the chapter enforce written judicial policy and have a functioning judicial board?..yes 3. Does the chapter use a comprehensive membership contract? Yes Membership accountable to Fraternity Constitution and Chapter Codes Yes Bylaws regularly revisited/updated as needed... Yes Judicial board represents a cross section of the chapter s membership Yes Established procedural due process for judicial issues Yes Enforced financial policies/standards Yes Enforced academic policies/standards Yes Enforced conduct policies/standards Yes For further resources, contact your Consultant or click here for Sergeant-at-Arms Resources

10 10 Consultant Visitation Summary Area Four: Leadership Scholarship 2.5/5 Scholarship Chairman... Clint Price ... Phone # Is the Chapter GPA above all-fraternity GPA?..No 2. Does the chapter enforce the Fraternity s academic requirements prior to joining?..yes 3. Does the chapter enforce minimum GPA requirement as per its chapter bylaws?...yes Chapter GPA above all-men s GPA.... Yes/No New Member GPA (Fall/Spring) Chapter GPA (Fall/Spring) All-fraternity GPA (Fall/Spring) All-men s GPA (Fall/Spring) Scholastic Rank... 5 (Fall/Spring) Does the chapter enforce the minimum required GPA for officers?...yes Scholastic programming efforts offered to members... Yes Incentives for achievement in academics... Yes Established academic policies/standards Yes For further resources, contact your Consultant or click here for Scholarship Resources Campus Involvement 4/4 Campus Involvement Chairman... George Tricomi ... tricomi.george@gmail.com Phone # Are 80% of members in other campus organizations?... Yes 2. Is there a minimum level of involvement expected of each member?... Yes 3. Does the chapter sponsor and participate in events open to all students?... Yes Weekly opportunities to become involved on campus presented....yes IFC officers. Yes Student Government....Yes Freshmen Student Orientation Leaders (or equivalent). Yes For further resources, contact your Consultant or click here for Campus Involvement Resources

11 Consultant Visitation Summary 11 Community Service 4/4 Community Service Chairman... William Pirtle ... Phone # Does the chapter host at least one community service project each semester?... Yes 2. Does the chapter host at least one philanthropy project each semester?... Yes 3. Does the chapter record the number of hours served and dollars donated?... Yes Written community service/philanthropy program... Yes Community service hours expected from each member/semester... Yes Chapter participation in other fraternity/sorority service projects... Yes Number of hours served per member. 24 Number of dollars raised per member $84 Man-hours served in the past year _ Dollars raised for charity in the past year.... $_5,000_ For further resources, contact your Consultant or click here for Community Service Resources Public Relations 4/4 Public Relations Chairman... Chase Stein ... cstein2013@my.fit.edu Phone # Are regular press releases to campus and community newspapers made?... Yes 2. Is there a written public relations program?... Yes 3. Is an up-to-date and professional website maintained?... Yes Functioning public relations committee... Yes Socially preferred by sororities... Yes Thank you notes after events... Yes Special initiation program... Yes Parents Day (or equivalent)... Yes Recognize sorority founders days... Yes For further resources, contact your Consultant or click here for Public Relations Resources

12 12 Consultant Visitation Summary Performance Summary The focus questions are the set of questions being reflected in the Chapter performance score. The first question is worth 2 points and the second and third questions are worth 1 point each. Each program is rated on a 0 to 4-point scale (A, B, C, D, F). Use the key at the bottom to measure your chapter s performance. Please note that recruitment, finances, international fraternity, and scholarship are weighted heavier (x 1¼) to illustrate importance of chapter programming in these areas. Furthermore, the first of the three focus questions in each area count for two points. The final two questions are worth one point each. Membership Recruitment... 5 New Member Education... 4 Continuing Education... 4 Alumni Relations... 4 Area Average Operations Finances... 5 Housing... 4 Risk Awareness... 4 Management... 4 Area Average Brotherhood International Fraternity... 5 Athletics... 4 Ritual... 4 Accountability... 4 Area Average Leadership Scholarship Campus Involvement... 4 Service... 4 Public Relations... 4 Area Average Chapter Performance Score & above Excellent Near Excellent Performing 1.99 & below Nonperforming Chapter Performance Score Analysis It is important that all of our Chapters compete not only on their respective campuses, but that they remain competitive with other Pike Chapters. Below you will find an analysis of how all our Chapters performed in the academic year and where they ranked in their overall performance score. 10% Excellent Chapters 40% Near Excellent Chapters 47% Performing Chapters 3% Non-Performing Chapters

13 Consultant Visitation Summary 13 Campus Statistics Total undergraduate enrollment... 3,200 Male undergraduate enrollment... 2,337 Fraternity population Number of fraternities on campus... 8 Average fraternity chapter size Chapter Profile Membership Breakdown Freshmen Sophomores Juniors Seniors Membership Statistics Total initiates at time of visit.. 60 Total new/colony members at time of visit.. 8 Total membership size Report new members at Chapter Information Mailing Address Riverview Drive NE City/State/Zip... Palm Bay, FL Phone # Website... Shipping Address... **same as mailing** City/State/Zip... Phone #... (xxx) xxx-xxxx Website... Housing Contact House Corporation Contact... Brock Tucker Position Pres ... brocktucker@gmail.com Phone #... Meeting... No University Contact Greek Advisor... Cassandra McGuire Carnley ... cmcguirecarnley@fit.edu Phone #... Meeting... Yes

14 14 Consultant Visitation Summary Media Contact Name of Campus Newspaper... The Crimson ... Name of Community Newspaper Florida Today ... Chapter Advisor Information Alumni Advising Chapter Advisor... Ed Gula ... Phone # Meeting... Yes Alumni Advisory Board... Jared Bobzien .. Phone # Position...Educational Advisor Meeting... No Alumni Advisory Board... Jeremy Pasons .. Phone # Position...Finance Advisor Meeting... No Alumni Advisory Board... Joseph Noel .. Phone # Position...Operations Advisor Meeting... No Alumni Advisory Board... Recruitment Advisor .. Phone # Position...Recruitment Advisor Meeting... No

15 Consultant Visitation Summary 15 Chapter Housing & Operations Summary House management committee & program in place.. Yes Current occupancy / live-in capacity..._20_ / _38_ Landlord...Yes Summer maintenance program..yes Work Day registered Yes Work Day completed & event summary submitted.....yes Current number of live-in / live-out members.. _20_ / _48_ Kitchen dining with mean plans...no Single $2,000 Double $2,000 Other Chapter Rates Dorm Rates The following Operation and Condition Standards were the result of a self-evaluation by a chapter representative and are reproduced her for convenience purposes. The Standards were created and endorsed by the 2000 International Convention as the minimum basics for operating a successful chapter house. Operation Standards Market rental rates (rent only; no dues or meal plans included)?... Yes Written agreements (room contract & lease with house corporation)?... Yes Flat annual rate to house corporation (set rate that does not fluctuate with occupancy)?... Yes Live-in requirement & occupancy rate (bylaw; at least 90% occupancy)?... Yes Damage deposits & inspection sheets (deposits required & written inspections used)?... Yes Parlor fees (fee to out-of-house members for privilege of having house)?... Yes House manager program (written program with manager & committee)?... Yes Condition Standards Appearance of vegetation (lawn, shrubs & trees well-groomed; no weeds on property)? yes Appearance of yard (no litter present on property & parking lot, no furniture in yard/porch)?... Yes Exterior appearance of building (no visible need for paint; no boarded/broken windows, etc.)?... Yes Appearance of bathrooms (clean with working plumbing fixtures)? yes Appearance of kitchen (clean kitchen & appliances)?......yes Appearance of interior public areas (all common areas free of litter, swept/vacuumed, no holes)?.....yes Condition of furnishings (clean & unbroken, no rips or noticeably worn-out areas)?.... Yes

16 16 Consultant Visitation Summary Addendums & Reminders Financial Addendum Standard Chapter Operating Budget Resources Provided All handbooks and resources are provided at and through mypike resources page International Convention Baltimore, MD July 31 st - August 4 th, 2014