POTENTIAL TO AMAZING.

Transcription

1 RAISE YOUR POTENTIAL TO AMAZING. Ohio University American Marketing Association ANNUAL REPORT 1

2 Annual Report Table of Contents Overview 3 Evaluation of Functional Performance Professional Development 4 Community Service 7 Fundraising 7 Membership 10 Internal/External Communication 12 Chapter Operations 12 Chapter Operations 14 Budget 20 2

3 Overview Overall, this year was one of great growth for Ohio University AMA. For the past few years, our main goal has been to keep improving our Chapter and to become more aligned with AMA Collegiate. This year, we have truly started to see the fruits of our labor. With an almost completely new Exec board and many plans for changes throughout the year, improvements were sure to be seen. Ohio University is currently in its first year transitioning from quarters to semesters. This has presented both challenges in terms of event planning and scheduling and opportunities in terms of activities due to fewer breaks between grading periods. During the Fall semester, we were able to hold an event nearly every single week. We also discovered new opportunities for both fundraising and community service and have seen consistent member involvement in both of these areas throughout the year. In this second semester, we have continued to see increased interest and participation in our events. We are excited to have gained several new members this year and are on track to meet our goal of 35 new members by the end of the year. We are also excited to have worked hard enough to take more members to the AMA International Collegiate Conference in New Orleans this March. Most of our funding is coming directly from our Chapter, and we are planning to take 12 members this year! That is three times as many as last year and 4 people more than our goal! Thus, we are very excited to see our hard work pay off. On the whole, while we have had some challenges this year and still have room for growth in the future, we see it all as a great opportunity to continue helping our members and community to raise their potential to AMAzing. 3

4 Evaluation of Functional Performance PROFESSIONAL DEVELOPMENT 1) Guest Speakers/Marketing Week Series: (1) Take a first-attempt at participating in Marketing Week by having guests speak on special topics related to the marketing mix. Cover each of the 4 P s (product, price, promotion & place). (2) Have at least 20 students attend each event (3) Utilize this opportunity to increase knowledge campus-wide about our organization and recruit new members (1) With our first time on a semester schedule, we found it nearly impossible to plan an entire week of activities consistent with AMA Marketing Week. Our campus was slightly chaotic as everyone adjusted to the new schedules and lack of facilities for hosting events. Thus, we decided to spread out our Marketing Week into more of a guest speaker series. For place, we invited Dr. Chris Moberg, to speak at our weekly meeting on the subject of supply chain management. We found that this is a topic that students don t know much about and to our surprise, found it more interesting than we expected. For product/promotion, we invited Dr. Katie Hartman to speak on unique promotional strategies such as product placement, advergaming, and guerilla marketing. We did not find a speaker for price this time. a. In the future, we need to better utilize our alumni base to get more speakers. b. We should consider other types of events for Marketing Week, like faculty-students mixers and networking opportunities. (2) We had a total of 42 students that attended these events. (3) We had students from various majors at the event but could not trace new memberships to it. 2) Career Fair/Job Interview Prep (Fall): (1) Teach members how to write resumes (2) Show members how to utilize LinkedIn to expand professional networks (3) Present proper business casual and business professional dress (1) We had guest speaker, Tracy Corrigan of the Office of Career Management discuss each of our topics of interest. She showed us how to properly prepare resumes for the Career Fair/job interviews and how to tailor them for specific job positions. (2) We discussed the opportunities that LinkedIn gives college students when fully utilized. Many students learned that they need to not only create a LinkedIn account, but to also maintain it and keep it current. 4

5 (3) We compared appropriate and non-appropriate Career Fair/job interview attire using visual representations. 3) Meet The Recruiters (Fall): (1) Introduce students to less familiar companies that are recruiting in our area while giving recruiters the opportunity to describe their company cultures and internship/job openings (2) Give members and non-members the opportunity to interact with recruiters one-on-one after the meeting (3) Have at least 20 students (members and non-members) attend this event (1) The companies that attended this event were: PLS Logistics, Aerotek, American Bank and Red Frog Events. We d had several; well-known companies attend this event in the past but found it interesting to learn about new companies. (2) The networking was a great success and several students landed interviews with these companies. (3) The goal of 20 students was reached for attendance at this event. 4) Career Fair/Job Interview Prep (Spring): (1) Provide members with resume tips that are either not commonly known or are sometimes overlooked (2) Present proper business casual and professional dress (1) Students learned a few unique tips at this event and were better prepared to attend the Career Fair the following week. (2) The review of proper attire was helpful in reminding students of how to prepare their attire for the upcoming Career Fair and future job interviews. 5) Meet The Recruiters (Spring): (1) Introduce students to less familiar companies that are recruiting in our area while giving recruiters the opportunity to describe their company cultures and internship/job openings (2) Give members and non-members the opportunity to interact with recruiters one-on-one after the meeting (3) Have at least 30 students (members and non-members) attend this event (1) The companies that attended this event were: Aerotek, Hyland Software, Xcelerate, and Univar. It was interesting to learn about these companies. 5

6 (2) Students had plenty of time to network with the recruiters. We are looking forward to receiving feedback regarding interviews and job offerings. (3) The goal of 30 students was reached for attendance at this event. 6) Guest Speaker- Verizon Wireless: (1) To spread the word about opportunities at Verizon (2) Give members a chance to talk to a business professional in a casual setting (1) Our members learned more about the various job opportunities at Verizon. (2) Mr. Walter Williamson spoke at our weekly meeting and also had an associate from at a Verizon Branch within the district to Skype in to give another view of the company and how the departments of HR and Marketing work together. 7) Guest Speaker- Tom Starr/AMA Saves Lives Kick-off: (1) Make students aware of Miracles for Life which is an organization that Tom Starr started years ago and incorporate that into the push for organ donors for AMA Saves Lives campaign (2) Have Mr. Starr speak about his experiences in entrepreneurship and business because of his key role in the startups and successes of many different companies (1) We became aware that Mr. Starr was the recipient of a donated organ and used this as an opportunity to share his experiences with a group of over 40 students that attended our weekly meeting. His story was compelling as he is a big supporter of organ and tissue donation. We collected the addresses of our attendees for our future AMA Saves Lives activities and also handed out information for how to register online. Students walked away with a greater understanding of the importance of being a donor and how to sign up. (2) Mr. Starr was a wealth of information due to his very extensive background in business. He was definitely one our most captivating speakers. 8) AMA International Collegiate Conference: (1) Have an overall attendance of at least 8 members at the Collegiate Conference to double our attendance last year (2) Raise money to be able to fund the registration and hotel costs of each member s trip (3) Take full advantage of the ultimate marketing experience we are offered through the American Marketing Association and the Collegiate Conference by attending all possible events 6

7 (1) We have advertised the conference to our members in order to increase applicants, and we plan to have 12 members attending the conference, including a mixture of the executive board and new members that have made significant contributions to the club. (2) We carefully planned and executed each fundraiser in order to maximize profits. (3) Our goal is to not only attend the conference, but enter at least one competition as a first effort for our Chapter. 9) Corporate Visits: (1) Visit at least 1 company per semester to get hands-on experience with marketing in a professional context (2) Get at least 10 members to go on each of these trips (1) Although a Corporate visit did not occur during the fall semester, we are still planning on doing one in April. We already have great prospects for companies to visit either in the Cleveland or Cincinnati area. We are looking forward to learning the inner-workings of a company and seeing how the marketing departments work on a day-to-day basis. (2) Our goal is still to have 10 members go on the visit. COMMUNITY SERVICE 1) Project Backpack: (1) Fill over 40 backpacks with school supplies (2) Support and assist in the Echoing Meadows Residential Center (1) Our goal of filled backpacks was reached. 12 AMA members participated. (2) While our members did the actual filling of the backpacks, we also acted as event planners by helping Echoing Meadows to execute this event which was held at their facility. This opportunity has led to other volunteer activities there for our Chapter. 2) Pumpkin Carving: (1) Carve pumpkins and help decorate to prepare for the residents upcoming Fall Hoedown (2) Support and assist in the Echoing Meadows Residential Center (1) The goal of carving pumpkins and assembling other decorations was reached. 12 AMA members attended. (2) Through this event, we strengthened our relationship with Echoing Meadows. We had a great time preparing their facility and helping to plan this event so that their residents could have an enjoyable time. 7

8 3) Thank You Cards: (1) Assist residents in constructing thank-you cards for a local church who has made donations to Echoing Meadows (1) We worked successfully with the residents to make thank-you cards. 10 AMA members attended this event. We had so much fun interacting with the residents and creatively designing the cards to help communicate their gratitude to the church. 4) Pop-Up Spay/Neuter Clinic: (1) Assist mobile clinic in association with the Columbus Dog Connection and the Ohio Spay/Neuter Project (2) Gain a well-rounded sense of community service by having 5+ members go to help the animals (1) We assisted the program owners with the safe surgeries of over 10 dogs and cats. Members were responsible for caring for the animals after surgery, informing pet owners of medication instructions, and cleaning up when the project was finished. (2) 4 members attended this event. 5) AMA Saves Lives: (1) Raise awareness of 200+ people around the Ohio University campus regarding the need to donate. (2) Increase number of registered donors in Athens area by 20+ (10% of those we make aware) (1) Our members promoted this cause by passing out 200 flyers around campus to raise awareness among students and local Athens residents about the importance of organ and tissue donation. In addition, during the months of February and March, members are running tables with computers in College of Business lobby to allow students to register conveniently between classes. Over 20 members have been involved in the design and execution of this campaign. 8

9 (2) So far a few new donors have registered due to our promotion efforts, and we are hopeful that we will reach our goal by mid-march. 6) Relay For Life: (1) Donate $200 to American Cancer Society (2) Maintain a physical presence and constant participation throughout the length of the event from Friday afternoon to Saturday morning (event has yet to take place) (1) We plan to send out s and letters to family and friends of AMA members to help raise the goal that we have set for ourselves. (2) We will organize specific time slots for members to be on shifts at the event and require that they participate. This event will bring members closer together and teach a sense of teamwork as well as the importance of supporting a worthwhile cause. 7) Athens Beautification Day: (1) Contribute to the preservation and improvement of the community that OU students live in (2) Make a significant impact on the community beyond the minimum which has been done in previous years by having 10+ people attend (event has yet to take place) (1) We will collectively weed, garden, and pick up waste to keep Athens clean and beautiful, and to encourage a sense of community. (2) Participating in this event will show that AMA members care about their community and will promote our organization in a positive light. 9

10 8) Factory Street Studio: (1) Set an all-time record high for Annual Winter Concert (2) Raise awareness for the studio and the events that they put on such as this concert (1) Unfortunately, our communication with the contact persons at this studio failed and our members were not able to assist at this event. (2) A suggestion for members next year who wish to try to assist with this event is to establish solid communication sooner, as it was hard to reach the Director at times. FUNDRAISING 1) Concession Stands: (1) Raise $2,400 by working every home game in the 2012 OU football season (2) Establish a good relationship with the athletics department to maintain this opportunity for upcoming years (3) Build OU AMA s reputation among students not only in the College of Business but outside as well to possibly increase diversity among members (4) Create strong relationships between members by socializing in a non-classroom setting (1) Although we did not raise enough to meet our goal of $2,400 we were able to raise $1,910 which is still a good amount to put towards the Collegiate Conference. (2) By arriving promptly and eager to work, AMA built a good relationship with the program manager and we were asked to return to work concessions for the football season. (3) By working the concessions at the football games were able to promote AMA not only to students but to people in the community as well. Many customers were interested in knowing which organization we were a part of and what we were trying to raise money for. This also resulted in tips and donations. (4) By working together with 5-6 members each game, we were able to build relationships outside of the classroom/regular weekly meetings. 2) Krispy Kreme: (1) Raise over $100 in profits from selling Krispy Kreme doughnuts to students on campus on one or two days in winter (more if successful) 10

11 (2) Become an event to look forward to for students on a yearly basis (3) Expand sales to not only College of Business students (1) Members have been collecting orders for doughnuts and will then be selling any extras on the day that the orders are picked up (February 25 th ). Experience selling both to family/friends and strangers in the College of Business lobby will increase members marketing skills. (2) We do not have a Krispy Kreme location anywhere close to our campus, so students see this as a treat when our AMA Advisor delivers them from Kentucky. (3) We plan to sell to as many people across campus as possible. 3) Buffalo Wild Wings/Redbrick: (1) Establish set events in local restaurants such as BW3s and Redbrick where AMA members serve food and receive a portion of the profits or the tips - goal of $200+ (2) Expand on business relationships from simply Dominos from last year (3) Teach members how to reach out to new people to take advantage of all types of fundraising opportunities (4) Promote those businesses though our promotion/marketing of those events (1) We are currently in the process of finalizing a date for a BW3 s fundraiser and brainstorming ideas for serving at another restaurant in return for a percentage of the profits. Redbrick is currently under consideration. Our selling skills will need to be utilized in order to make this event successful. (2) Our members are dealing with external relations by communicating with store managers and other contacts that are giving recommendations as to where to fundraise. (3) We have not participated in this type of fundraising activity for a few years so our members are relearning the process. (4) The restaurants that we serve at will benefit through our promotion of the events. 4) Sports Tournament: (1) Earn profit of $100 from selling tickets and holding competitions (2) Spread the word about AMA through promoting our organization in this event 11

12 (1) So far no moves have been made toward the planning of this type of event but brainstorming done last semester has motivated us to plan for April. Members will be organizing the actual event with the recreational center on campus and will be promoting the event to students by word-of-mouth, flyers, social media, and university website & TVs. (2) Through the planning and organization of this event, students will learn event planning skills and how to form relationships with other organizations. As a result, we will also be promoting AMA as a whole. MEMBERSHIP 1) Recruitment & Retention: (1) Implement various recruiting methods to attract new members (2) Acquire at least 35 new members throughout the year (3) Retain at least 75% of students who attend the AMA Open House meetings (4) Maintain current member information for membership renewals (1) Our recruitment efforts were very effective in exceeding our goals. (2) We acquired 27 new members throughout the Fall semester and the beginning of Spring. (3) We retained over 75% of the attendees at the Spring semester Open House, but were short of our goal during the Fall semester. (4) We successfully informed all students of membership renewal dates. 2) Membership Participation (1) Create incentives for members to attend every meeting and to participate in events outside of meetings (2) Provide professional, educational and social events each semester (3) Ensure that all meetings and events are purposeful and value oriented (1) We took attendance at every meeting and kept track of member participation. This helped us to decide who was eligible to attend the Collegiate Conference based on funding from the Chapter. New Orleans has been a great incentive for getting people to participate. (2) We held various professional development meetings, educational meetings, and social events to ensure that member participation was seen as important. (3) We believe that all meetings and events were valuable to the attendees. 3) Membership Incentives (1) Implement a point system to reward members for their participation effort (2) Honor members with awards for outstanding participation, enthusiasm, and effort (3) Devote one meeting a semester to Member Appreciation Day 12

13 (1) The point system was unfortunately not as effective as planned, but we intend to revamp it for next year. (2) We are in the process of deciding how to award our committed members at the end of the school year. (3) Member appreciation day will be held in April INTERNAL/EXTERNAL COMMUNICATION 1) (1) Send 2 informative and timely s to remind members of each weekly meeting (2) Reach all members via a group message system or account (3) Improve exec communication with s to one another (4) Have exec members respond to s within 24 hours so that key information is not lost (1) We successfully sent out s to all members at least once a week informing them regarding all event details. (2) All members are organized into a updated group in an OU Gmail account so that they can be reached frequently and consistently. However, in order to improve this process, it may be necessary to switch to a different system. (3) The executive board has improved in the frequency of communication which has helped us to stay better informed. (4) There has been an increase in efficiency of communication between the executive board and other members regarding questions as well as the general passing of information. 2) Website: (1) Improve aesthetic feel of website to attract more users (2) Increase usability for actual organization announcements, events, etc. (3) Generate alumni interest and a way to inform them of current OU AMA information (1) We discovered that we cannot access our website to update it. Our IT administrators have not been able to assist us. Our plan is to have a new website built in the near future in hopes that the previous one will be removed. In the meantime, our current website is helpful in informing people about our organization and leading them to contacts. 3) Social Media: (1) Make the OU AMA Facebook page a go-to place for members to stay up to date on upcoming events (2) Have >50% of members who have Twitter following the AMA twitter account by the end of the year (3) Partner with local businesses or other organizations to have them tweet about us 13

14 (4) Connect members and alumni to each other professionally on LinkedIn (1) Our efforts have been successful according to the OU AMA Facebook page metrics. Our weekly reach hit 302 people by February 14, 2013, which was up 283 people from January 17, This has been a successful strategy for our AMA chapter. (2) Our goals for Twitter have not been met yet - Facebook has been much easier for finding members and increasing our reach. We will still try to increase our Twitter followings in the future. (3) This has not been achieved yet since Twitter has not proven to be successful for us thus far. (4) This is currently in the process of being worked on using our OU AMA Gmail account we hope to have this completed by April 2013 so that OU AMA is prepared for the following school year. Additionally, we plan to stay connected with our OU AMA alum by keeping them active with our Facebook page. Chapter Operations In our Chapter, we find it helpful to set specific goals for each member of the Executive Board. This helps to clarify each officer s job responsibilities. Below is a chart that shows the goals we set for the school year. Through a learning process, we found it easier to make each officer responsible for the entire functioning of each event or activity that they planned. This included finding members to help execute their planned events. The President and Vice President/President-Elect were responsible for overseeing the functioning of the Exec Board and for evaluating each member. The President and Vice President/President-Elect also developed a plan for officer transitioning (see below). Area VP of Professional Development Specific Goal Action Plan and Date for Completion Evaluate the Success of the Activity or Event What was Learned by the chapter in implementing this activity? Would the chapter repeat this activity or change it? At least one speaker per month Contact recruiters and other companies that 5/5 We have been very successful at making sure that we have a speaker at least once a month last semester there was a members have speaker nearly every week at our contact info for far meetings. Speakers range from faculty enough in advance so that enough speakers are members to people from the career develop center to actual recruiters who want to teach our students more about arranged their companies. Members therefore DOC: 2-3 weeks in advance per speaker gained various valuable marketing insights and we hope to keep these speakers coming in the future. One Arrange four days 3/5 We had several speakers come to speak to 14

15 VP of Community Service Marketing Week 1 Corporate Visits per semester At least 2 major events per semester 40 backpacks for Project Backpack Successful promotion for Factory Street Studio of marketing mixrelated events for January DOC: finish planning before winter break begins in mid- December Contact people members may know well so that they trust us and want us to come in and see their company DOC: by mid- November 2 are set for this semester and next semester we just need to make sure to inform members in time for them to participate DOC: inform members by 3 weeks ahead of time Set up a table in College of Business entrance with members who promote the donations DOC: Oct. 30 Come up with all types of promo materials from flyers to ads on OU TVs, etc. DOC: December 14 the group regarding the 4 P s during the first semester but they were not all within one week. Some of the speakers discussed more than one P. In the future we can better prepare for marketing week so that it is an actual one-week event that is heavily promoted to students in advance. 4/5 We are good at reaching out and contacting people from career fairs to come to a meeting to just discuss their companies with us. We do this once a semester. The first semester we had four companies and this semester we have five so far. In the future we can try to reach out to more companies sooner, but so far students have been having success networking with these professionals and our Meet the Recruiters event will keep happening for years to come. 4/5 We had 2 or more events per semester. The chapter can improve this process by informing members 3 weeks ahead of time. Members were not always given the ideal amount of time to prepare for events because the planning of them did not start soon enough. Events that we have had are mostly networking events with professionals and informational sessions on resumes, social networking, and the benefits of AMA through which students have learned many professionalism skills. 4/5 Event was a success due to good member turnout and participation but tabling to get extra backpacks filled on campus before event did not occur. Members learned the importance of helping out their community and positive feelings that result in helping others. This type of event will definitely be repeated in the future contacts have been established within the program. 1/5 Better communication is needed to make this event successful in the future, as it did not work out this year. The promotion of the Factory Street Studio Annual Winter Concert would be a great project for AMA to complete with effective coordination. Next year the chapter should meet in person with the director to make the objectives attainable. This project could serve to teach members promotional/marketing methods and 15

16 Raise awareness of AMA Saves Lives to at least 200 people Raise $200 for Relay For Life Get 10 members to participate in Athens Beautificatio n Day Assist with Pop-Up Spay/Neuter Clinic Pass out flyers and candy around campus to spread the word about this event DOC: October Contact family and friends to help raise money DOC: Spring 2013 Promote the event to members at meetings from 3 weeks ahead of time DOC: Spring 2013 Go to Columbus to help with the event DOC: Oct. 15 th event planning strategies. 4/5 The distribution of flyers and efforts towards gaining organ donors was very effective. The chapter should continue to do this, as well as any new ideas to attract even more donors. In the future, we could improve the way we do this by passing out flyers on a weekly basis rather than simply for a few hours one day a week. More promotional strategies such as word of mouth could be taken advantage of. **Hasn t **Hasn t occurred yet (we hope to raise occurred yet the money by writing letters to family and friends for donations replicating the method typically used to start building sales contacts) **Hasn t occurred yet **Hasn t occurred yet (we will be passing out a sign-up sheet in the spring closer to the date of this event to get members to participate. Members will learn teamwork skills and commitment to community) 5/5 Members enjoyed helping a good cause in the Athens community and learned how to adapt to new situations they may not have dealt with before because of the contact with so many animals in a medical situation. We would repeat this activity in the future. VP of Fundraising Raise enough money to send 8-10 members to the Internationa l Collegiate Conference Raise $2,400 from working concession stands Raise $100 from Krispy Kreme sales Come up with more fundraisers throughout the year to add to what is already planned DOC: March 2013 Work every games as to not sour relationship with the sports department at OU DOC: Fall 2013 Set up a table in College of Business to sell donuts to students and faculty throughout morning and 5/5 We are able to send 12 members, old and new, to the conference this year. This is very exciting because this is beyond what we expected and beyond what we have ever been able to send in the past. We aim to learn a lot from the conference and bring it back to our chapter so that all members benefit from our attendance there. 4/5 Even though we did not meet the original goal of $2,400 we were able to raise $1,910 to put towards sending individuals to New Orleans. Members learned teamwork skills and selling techniques as well as how to deal with dilemmas that often occur at such events. These events were very successful and profitable and we plan to do them again in the future. 4/5 This event has yet to occur, but pre-sale forms have been passed out to members and event date has been set to February 26 th. Members have learned the importance of participation in fundraising and sales. We will be repeating this event 16

17 VP of Membership Raise $200 from restaurantserving Raise $100 from sports tournament s To gain 35 new members by end of school year Retain 75% members gained from Open House Increase member participation Form rewards system with points afternoon one day in winter DOC: winter 2012/2013 Get members to participate by reminding them about how it connects them socially Design a sports competition to put in place at the OU rec center DOC: January 2013 Make sure to put up flyers 2 weeks ahead of time or more, put ad in school TVs, etc. DOC: 3 weeks before each Open House Retain students interests by providing them with meaningful meetings and events DOC: all year, keep them through end of year Try to get exec to be more excited about everything we have going on so that it relays on to the other members DOC: all year 1 point assigned per event/meeting attended with the exception of 2 in the future because it is a semi-annual thing for our chapter and we plan to increase sales each time. 3/5 A Buffalo Wild Wings fundraiser is currently in the works but a date has yet to be set so the event has not occurred yet and no money has been raised. Once we know the date, members will learn promotional methods by passing out/putting up fliers and using word-ofmouth by telling family and friends about the event. Next time, we will probably try to branch out to more restaurants sooner to be able to raise more money. 1/5 This event has not occurred yet because planning for other fundraising events as well as pre-conference arrangements have taken up most of the beginning of the semester s time. Goal is now to have an event later in the semester after the International Collegiate Conference so that next year s members will have some more money to start with in the account. 3/5 We did a good job of posting flyers in advance, which in turn caused us to have a good turnout for open houses. We will definitely repeat this action plan to gain more members in the future. 3/5 We did a good job of retaining new members this year, but we definitely need to keep more documentation of new members. We struggled at times with our ing system and may have lost contact with some members. Fixing this system is in the works and we hope to have it improved for next year. 4/5 This year s exec board was very involved and very excited about every event this year. In turn, members also became involved and excited, so we will definitely keep this plan of action. Although participation was highly encouraged, we still had some members who have paid dues but not been very involved at meetings or events. 2/5 This year s reward system with points was very forgotten as time went on. Planning for events took a priority of the exec board s time so attendance and rewards 17

18 VP of Internal Communicati ons (anything targeted to existing members) VP of External Communicati ons (anything targeted to stakeholders) Put our info in OU College of Business Newsletter Utilize Listserv better with members Communicat e events sooner to members Maintain continuous positive reach (over 35%) weekly Facebook reach to current members and prospect members Have exec respond to s within 24 hours points per concession stand worked DOC: end of each semester points totaled and gift cards given to top 2 members Have the communications chair contact the Business school s newsletter writer to put our events in it a week or two before they occur DOC: 3 weeks before each event Organize members addresses and put into this system online DOC: October Send s out about meetings 3 days ahead of time and reminder s the night before or day of DOC: days before each meeting As of Feb we have increased our total Facebook reach by %. DOC: April 2013 Hold the accountable by meeting with them one-on-one when they don t meet these expectations DOC: throughout were not kept track of as well as they could have been. In the future we will keep this plan of action, but it needs more attention for it to have results. One idea is to have an attendance sheet with date and names of members who attend that can be stored and referenced at a later date for simple analysis and reward recognition. 1/5 We did not have the chance to get OU AMA information into the College of Business newsletter but we are in the process of trying to contact the person in charge of the newsletter. This is a process still in the works but will be done by the end of the year. The plan is to do this sooner for next year s academic school year. 4/5 The Listserv ing program has been mostly effective but sometimes fails to transfer necessary information to all members in the contact list. May need to be changed in order to improve communication in the future. 4/5 s are sent a few days before the actual meeting and again the Monday before the meeting. The Ohio chapter has learned that this has been effective in reminding members what chapter goals are and updating them on our progress toward achieving them. Sometimes this doesn t happen though so a system to make sure it does should be set in the near future. 5/5 Our Facebook page stats give us an estimate that we do reach out to students. We should keep using this feature because It is important to maintain our page and advertise our events via the social network. 4/5 This is important because we need to be as active as possible with our account in order to retain membership and maintain a legitimate 18

19 Chapter Operations: President and Vice President/Pre sident Elect Get 50% or members with Twitter accounts to follow OU AMA on Twitter Gain 20 followers for Facebook group Encourage shadowing exec members sooner Provide reasons for members to want exec positions Establish solid exec year Tweet about meetings and events so that members feel a need to follow OU AMA to keep up with what is going on DOC: 50% by May Have social media chair friend request all members (with AMA group account) to invite them to Facebook events encouraging them to be active members DOC: 10 followers by December, 10 more by May Announce the ability to shadow exec members several weeks ahead of time and require that they help that exec member with their position until elections so they can learn that position DOC: week of Nov. 19 th Be role model members and participate heavily in the chapter so that members see how much we get out of what we put into it if we are involved DOC: all year Meet right after meetings rather 4/5 Twitter has been much harder to determine if the reach is as successful as Facebook has been for us because we cannot download and interpret the reach as we can with Facebook. Twitter is still important to our target market, but it has not been as good as a tool as we expected. Further data retrieval methods for this should be researched. 2/5 Facebook allows us to download data about our page and how we are reaching target market (OU business students, specifically interested in Marketing). The data metrics that Facebook provides has been very helpful in determining who we reach and what has worked the best. Social Media chair for the following year should make great use of these features, (especially because Facebook offers the dashboard information for free!) 4/5 The date for elections was pushed back from December to April because exec decided to stay on for the full year rather than switch positions halfway through the school year. Adjusting from quarters last year to semesters this year at OU has been a challenge but we are learning how to establish our Chapter s routines so that next year and the following years there is some precedence set in place. From now on, we will be having elections right after the New Orleans conference so that the exec who earned the possibility to go on the trip can come back and pass on what they learned to the next exec board. 4/5 Overall, exec board members have been very involved in every aspect of the chapter from weekly meetings to fundraising and community service events. This participation has remained steady throughout the year and we believe it has contributed to the increased involvement from members and increase in interest for the International Collegiate conference this spring. We plan on continuing our heavy involvement so that members want to become a part of the new exec board once elections occur. 4/5 Although exec meetings are not right after chapter meetings, they have been a lot 19

20 meetings Complete chapter plan sooner in future than try to arrange another time that only most people can attend DOC: Oct. 9 th Plan ahead and begin working on chapter plan from the first week of school when everyone is back together and can work together on it DOC: Fall 2013 ***has not occurred yet more productive this semester because we have learned how to prepare for them beforehand rather than show up with nothing to discuss or have nothing to discuss and therefore cancel exec meetings. We learned that filling out a Doodle form to see when everyone would be available is very helpful and plan to use this strategy again in the future. Because the Chapter Plan will not have to be written again until next school year, we will not be seeing the results of this goal until then. We have, however, been working on the Chapter Plan over the course of a few weeks rather than simply for a few days. This has been a big help in organizing all the information we have collected over the course of the year so far. Budget Income Statement (Comparing Budget to Actual) Budgeted (FROM PLAN) ACTUAL ITEM INFLOW OUTFLOW INFLOW OUTFLOW Beginning Balance $1,233 AMA Member Chapter Dues $875 $675 Football Game Concession Stands $2,400 $1,911 University Directories $1,200 $850 Krispy Kreme $200 TBD BW3 and Redbrick Tavern Serving $200 TBD Basketball/Sport Tournament $ T-Shirt Sales (no major sell held yet) $1,500 $21 Miscellaneous Fundraisers $500 TBD On-campus supplies/printing $250 Open House Meeting/Supplies $150 $54 End of Year Membership Awards & Recognitions $180 Most Involved Member Prizes $60 Fundraising Supply Costs $1,300 AMA International Collegiate Conference Registration $2,000 Hotel $1,440 Miscellaneous Expenses $500 $10 Totals: $8,208 $5,880 $3,157 $64 Ending Balance: $3,093 20