Officer TrainingOfficer TrainingOfficer TrainingOfficer Training

Preparing the Leaders of Tomorrow Preparing the Leaders of Tomorrow

AgendaAgenda

Officer ResponsibilitiesFour Minimum Requirements for

Chapters to Remain ActiveRetentionChapter Goal SettingList of Resources

Officer ResponsibilitiesFour Minimum Requirements for

Chapters to Remain ActiveRetentionChapter Goal SettingList of Resources

List of OfficersList of Officers

CounselorPresident Vice PresidentMembership ChairSecretaryFoundation

RepresentativeTreasurerHistorian

CounselorPresident Vice PresidentMembership ChairSecretaryFoundation

RepresentativeTreasurerHistorian

CounselorCounselor

Install local chapter officers; Mentor chapter officers; Serve on the chapter’s Executive

Committee; Assist in planning chapter activities; Act as a liaison for the chapter in the college

community to keep others informed of activities and events.

Provide for the safekeeping and accessibility of records and properties of the chapter

Serve on the Membership Committee; and Ensure observance of the rituals.

Install local chapter officers; Mentor chapter officers; Serve on the chapter’s Executive

Committee; Assist in planning chapter activities; Act as a liaison for the chapter in the college

community to keep others informed of activities and events.

Provide for the safekeeping and accessibility of records and properties of the chapter

Serve on the Membership Committee; and Ensure observance of the rituals.

PresidentPresident

Preside over all general membership and Executive Committee meetings;

Organize officer elections and officer transitions; Complete annual report after Treasurer has

finished the financial section; Appoint committee members when necessary; Monitor performance of committees; Guide the Executive Committee in setting

chapter goals and preparing the chapter calendar;

Recognize accomplishments of members; Know the governing principles of Kappa Delta Pi; Participate in chapter programs and activities;

and Submit required reports.

Preside over all general membership and Executive Committee meetings;

Organize officer elections and officer transitions; Complete annual report after Treasurer has

finished the financial section; Appoint committee members when necessary; Monitor performance of committees; Guide the Executive Committee in setting

chapter goals and preparing the chapter calendar;

Recognize accomplishments of members; Know the governing principles of Kappa Delta Pi; Participate in chapter programs and activities;

and Submit required reports.

Vice PresidentVice President

Preside in absence of the President;

Chair the Program Committee and conduct programs designed to maximize member retention; and

Conduct all public relations for the chapter. (Ideally, public relations should be conducted by an entire committee, with the Vice President serving as chair.)

Preside in absence of the President;

Chair the Program Committee and conduct programs designed to maximize member retention; and

Conduct all public relations for the chapter. (Ideally, public relations should be conducted by an entire committee, with the Vice President serving as chair.)

Membership ChairMembership Chair

Preside over Membership Committee meetings;

Manage selection of members;

Host recruitment efforts; and

Create and implement methods for retaining membership.

Preside over Membership Committee meetings;

Manage selection of members;

Host recruitment efforts; and

Create and implement methods for retaining membership.

Foundation Representative

Foundation Representative

Develop fund-raising programs which motivate individuals to donate to the KDP Educational Foundation;

Promote Foundation scholarships; and

Become the liaison between the

chapter and the KDP Educational Foundation.

Develop fund-raising programs which motivate individuals to donate to the KDP Educational Foundation;

Promote Foundation scholarships; and

Become the liaison between the

chapter and the KDP Educational Foundation.

TreasurerTreasurer

Receive and record all initiate documents;

Keep accurate records of chapter funds;

Complete the financial section of the annual report;

Access university funding;

Coordinate the budget preparation process; and

Assist the Vice President, Program Committee, and Foundation Representative in developing fund-raisers.

Receive and record all initiate documents;

Keep accurate records of chapter funds;

Complete the financial section of the annual report;

Access university funding;

Coordinate the budget preparation process; and

Assist the Vice President, Program Committee, and Foundation Representative in developing fund-raisers.

SecretarySecretary

Maintain minutes and attendance records at meetings;

Formulate agenda, in conjunction with the President, to use at meetings;

Submit Initiate Information forms and fees within two weeks after the initiation;

Conduct all chapter correspondence; and

Maintain accurate records of active and inactive chapter members.

Maintain minutes and attendance records at meetings;

Formulate agenda, in conjunction with the President, to use at meetings;

Submit Initiate Information forms and fees within two weeks after the initiation;

Conduct all chapter correspondence; and

Maintain accurate records of active and inactive chapter members.

HistorianHistorian

Preserve all chapter documents and historical records;

Develop a photographic history of the chapter;

Call Headquarters at least four weeks before the chapter’s initiation for historical information (if not already obtained); and

Document chapter activities and forward to Society Headquarters.

Preserve all chapter documents and historical records;

Develop a photographic history of the chapter;

Call Headquarters at least four weeks before the chapter’s initiation for historical information (if not already obtained); and

Document chapter activities and forward to Society Headquarters.

CommitteesCommittees

Standing Committees Executive: Chapter Officers Program: brainstorms and puts into action programs

the chapter wishes to pursue Membership: responsible for member recruitment

and retention

Ad Hoc Committees: formed for a specific purpose or program and then dissolved when the job is complete.

Standing Committees Executive: Chapter Officers Program: brainstorms and puts into action programs

the chapter wishes to pursue Membership: responsible for member recruitment

and retention

Ad Hoc Committees: formed for a specific purpose or program and then dissolved when the job is complete.

Committees consist of general members and/or officers led by a designated chairperson.

Committees consist of general members and/or officers led by a designated chairperson.

Four Minimum Requirements for Chapters to Remain

Active

Four Minimum Requirements for Chapters to Remain

Active At least one initiation must be held per

academic year (more if desired or needed);

Minimum of one gathering of the entire membership is required per year (more than one is strongly encouraged)

Chapters must file an annual report with KDP Headquarters by August 1;

Chapters are required to attend a regional or

national conference each biennium.

At least one initiation must be held per academic year (more if desired or needed);

Minimum of one gathering of the entire membership is required per year (more than one is strongly encouraged)

Chapters must file an annual report with KDP Headquarters by August 1;

Chapters are required to attend a regional or

national conference each biennium.

InitiationInitiation

Use the online Initiation Guidebook to plan and facilitate an Initiation.

Schedule an orientation meeting prior to Initiation, and view the ‘KDP 101’ DVD and the Orientation PowerPoint.

Submit Initiation paperwork and membership dues for new members to KDP Headquarters within two weeks of the initiation.

Use the online Initiation Guidebook to plan and facilitate an Initiation.

Schedule an orientation meeting prior to Initiation, and view the ‘KDP 101’ DVD and the Orientation PowerPoint.

Submit Initiation paperwork and membership dues for new members to KDP Headquarters within two weeks of the initiation.

Initiation ContinuedInitiation Continued

Minimum national standards for membership: Undergraduate: 30 semester hours, 3.0 GPA, and

12 hours of professional education courses programmed, in progress, or completed

Graduate: Six credit hours completed at the chapter’s institution and 3.25 GPA

Update the chapter bylaws if the chapter’s standards for membership are different from the national standards. Updated bylaws need to be approved by KDP Headquarters before they are put into effect. Use the online bylaw template when updating bylaws.

Minimum national standards for membership: Undergraduate: 30 semester hours, 3.0 GPA, and

12 hours of professional education courses programmed, in progress, or completed

Graduate: Six credit hours completed at the chapter’s institution and 3.25 GPA

Update the chapter bylaws if the chapter’s standards for membership are different from the national standards. Updated bylaws need to be approved by KDP Headquarters before they are put into effect. Use the online bylaw template when updating bylaws.

Membership Program or Meeting

Membership Program or Meeting

Use the Chapter Activities section on the KDP Web site as a resource for program ideas and information.

Plan programs around member interests and professional growth; the most common categories are: service projects, professional development, and social/networking events.

Use the Chapter Activities section on the KDP Web site as a resource for program ideas and information.

Plan programs around member interests and professional growth; the most common categories are: service projects, professional development, and social/networking events.

Annual ReportAnnual Report

Document is due no later than August 1.

Fill out all three areas of this document: new officers, finances, and chapter activities.

Meet with the Treasurer(s) and the President(s) to complete this form before the end of the spring semester.

Use the ending balance from the prior year’s Annual Report as the beginning balance for the current year’s Annual Report.

Document is due no later than August 1.

Fill out all three areas of this document: new officers, finances, and chapter activities.

Meet with the Treasurer(s) and the President(s) to complete this form before the end of the spring semester.

Use the ending balance from the prior year’s Annual Report as the beginning balance for the current year’s Annual Report.

ConferencesConferences

All chapters are expected to attend the National Convocation that is held every two years (held in November of odd years)

Regional Conferences: I TEACH (general membership)Leadership Summit (officers and

counselors)Cluster Meetings (officers)

Counselor Academies (counselors only)

All chapters are expected to attend the National Convocation that is held every two years (held in November of odd years)

Regional Conferences: I TEACH (general membership)Leadership Summit (officers and

counselors)Cluster Meetings (officers)

Counselor Academies (counselors only)

RetentionRetention

Member education is vital during the first year of membership. Members must find value or feel involved, or they will not stay with your chapter

Explain the renewal process to members: online, renewal form sent by mail or e-mail, or by calling Headquarters (Annual national dues are $35)

Meetings must be well-organized and announced well in advance

Access retention ideas or activities online at www.kdp.org

Member education is vital during the first year of membership. Members must find value or feel involved, or they will not stay with your chapter

Explain the renewal process to members: online, renewal form sent by mail or e-mail, or by calling Headquarters (Annual national dues are $35)

Meetings must be well-organized and announced well in advance

Access retention ideas or activities online at www.kdp.org

Successful chapters keep members involved through well-organized and thoughtful programs

Successful chapters keep members involved through well-organized and thoughtful programs

Chapter Goal SettingChapter Goal SettingSetting Your Chapter Up For Success: Meeting the Four GuidelinesSetting Your Chapter Up For Success: Meeting the Four GuidelinesSetting Your Chapter Up For Success: Meeting the Four GuidelinesSetting Your Chapter Up For Success: Meeting the Four Guidelines

Tips for SuccessTips for Success

Goals should be attainable.

Goals should be observable.

Goals should be measurable.

Goals should be time bound, not open-ended.

Goals should be attainable.

Goals should be observable.

Goals should be measurable.

Goals should be time bound, not open-ended.

Because goals tend to be very broad, it is often difficult to know where to begin. Some things to consider about setting goals include:

Because goals tend to be very broad, it is often difficult to know where to begin. Some things to consider about setting goals include:

Chapter Goal SettingChapter Goal Setting

For each goal your chapter decides to pursue, make an action plan. Be sure to consider obstacles, resources, and measurable progress.

Specify a leader and completion date for each action.

GOAL: STEP: ACTION:

PERSON RESPONSIBLE:

TARGET DEADLINE:

For the full Goal-Setting Guide, go online at www.kdp.orgFor the full Goal-Setting Guide, go online at www.kdp.org

List of ResourcesList of Resources

Chapter Services Online at www.kdp.org

Leadership Guidebooks in the online Chapter Resource Notebook

Recruitment and Orientation PowerPoints, tools, and resources

Chapter Services Consultant to answer your questions, take your order for supplies, or to provide resources. Call 800.284.3167 or e-mail mcs@kdp.org

Chapter Services Online at www.kdp.org

Leadership Guidebooks in the online Chapter Resource Notebook

Recruitment and Orientation PowerPoints, tools, and resources

Chapter Services Consultant to answer your questions, take your order for supplies, or to provide resources. Call 800.284.3167 or e-mail mcs@kdp.org

Best wishes for a wonderful and successful year!Best wishes for a wonderful and successful year!