:PROPERTIES:
:ID:       92523360-554d-40c7-b10a-8fdf2f403d66
:COOKIE_DATA: todo recursive
:OWNER: Reily Siegel
:END:
#+title: Chapter Excellence 2022
#+options: todo:nil
#+latex_class: chex
#+startup: overview

* DONE Assignments
CLOSED: [2022-11-14 Mon 13:44]
#+BEGIN: columnview  :id global :indent t :format "%OWNER(Owner) %TODO(Status) %ITEM(Item)"
#+ATTR_LATEX: :environment longtable
| Owner             | Status | Item                                        |
|-------------------+--------+---------------------------------------------|
| Reily Siegel      | DONE   | Assignments                                 |
| Marko Vila        | TODO   | Executive Summary                           |
| Marko Vila        |        | [25%] Chapter Management                    |
| Marko Vila        |        | \_  Goals and Vision                        |
| Marko Vila        | TODO   | \_    Question One                          |
| Marko Vila        | TODO   | \_    Question Two                          |
| Marko Vila        |        | \_  Leadership                              |
| Ryan Saklad       | DONE   | \_    Question One                          |
| Ryan Saklad       | DONE   | \_    Question Two                          |
| Edward Stump      | DONE   | \_    Question Three                        |
| Shawn Finnigan    | TODO   | \_    Question Four                         |
| Edward Stump      | DONE   | \_    Question Five                         |
| Zevulun Lieberman | TODO   | \_    Question Six                          |
| Edward Stump      | DONE   | \_    Question Seven                        |
| Conor Dolan       |        | \_  Committees                              |
| Conor Dolan       | TODO   | \_    Question One                          |
| Reily Siegel      | TODO   | \_    Question Two                          |
| Conor Dolan       | TODO   | \_    Question Three                        |
| Conor Dolan       | TODO   | \_    Question Four                         |
| Marko Vila        |        | \_  Recognition                             |
| Sam David         | TODO   | \_    Question One                          |
| Sam David         | TODO   | \_    Question Two                          |
| Sam David         | TODO   | \_    Question Three                        |
| Sam David         |        | \_  Mentoring                               |
| Sam David         | TODO   | \_    Question One                          |
| Sam David         | TODO   | \_    Question Two                          |
| Sam David         | TODO   | \_    Question Three                        |
| Sam David         | TODO   | \_    Question Four                         |
| Reily Siegel      |        | [6%] External Partnerships                  |
| Reily Siegel      |        | \_  Parents/Family                          |
| Spencer Harding   | TODO   | \_    Question One                          |
| Dimitry Blazy     | TODO   | \_    Question Two                          |
| Sam David         |        | \_  Alumni/ae                               |
| Spencer Harding   | TODO   | \_    Question One                          |
| Sam David         | TODO   | \_    Question Two                          |
| Sam David         | TODO   | \_    Question Three                        |
| Sam David         | TODO   | \_    Question Four                         |
| Matt Lund         |        | \_  WPI Community                           |
| Matt Lund         | TODO   | \_    Question One                          |
| Matt Lund         | TODO   | \_    Question Two                          |
| Matt Lund         | TODO   | \_    Question Three                        |
| Marko Vila        | TODO   | \_    Question Four                         |
| Matt Lund         |        | \_  Local Community Engagement              |
| Matt Lund         | TODO   | \_    Question One                          |
| Gabe Ward         | DONE   | \_    Question Two                          |
| Roman Bolshakov   | TODO   | \_    Question Three                        |
| Marko Vila        |        | \_  Inter/national Headquarters             |
| Ricky Curtis      | TODO   | \_    Question One                          |
| Marko Vila        | TODO   | \_    Question Two                          |
| Matt Folenta      |        | [56%] Facilities                            |
| Connor Wirsing    |        | \_  Facility Management                     |
| Connor Wirsing    | DONE   | \_    Question One                          |
| Connor Wirsing    | DONE   | \_    Question Two                          |
| Spencer Harding   |        | \_  Facility Safety                         |
| Matt Folenta      | TODO   | \_    Question One                          |
| Spencer Harding   | TODO   | \_    Question Two                          |
| Connor Wirsing    | DONE   | \_    Question Three                        |
| Matt Folenta      | TODO   | \_    Question Four                         |
| Matt Lund         | TODO   | \_    Question Five                         |
| Roman Bolshakov   | TODO   | \_    Question Six                          |
| Marko Vila        | TODO   | \_    Question Seven                        |
| Connor Wirsing    |        | \_  Facility Maintenance                    |
| Connor Wirsing    | DONE   | \_    Question One                          |
| Connor Wirsing    | DONE   | \_    Question Two                          |
| Connor Wirsing    | DONE   | \_    Question Three                        |
| Connor Wirsing    | DONE   | \_    Question Four                         |
| Connor Wirsing    |        | \_  Chapter Communication and Expectations  |
| Connor Wirsing    | DONE   | \_    Question One                          |
| Connor Wirsing    | DONE   | \_    Question Two                          |
| Connor Wirsing    | DONE   | \_    Question Three                        |
| Connor Wirsing    | DONE   | \_    Question Four                         |
| Connor Wirsing    | DONE   | \_    Question Five                         |
| Matt Folenta      |        | \_  Facility Community Bonding              |
| John Robinson     | DONE   | \_    Question One                          |
| Matt Folenta      | TODO   | \_    Question Two                          |
| Matt Folenta      | TODO   | \_    Question Three                        |
| Ezra Yohay        | TODO   | \_    Question Four                         |
| Ryan Saklad       | TODO   | \_    Question Five                         |
| Ryan Saklad       |        | [87%] Financials                            |
| Ryan Saklad       |        | \_  Financial Health                        |
| Matt Adam         | DONE   | \_    Question One                          |
| Marko Vila        | TODO   | \_    Question Two                          |
| Matt Adam         | DONE   | \_    Question Three                        |
| Matt Adam         | DONE   | \_    Question Four                         |
| Matt Adam         | DONE   | \_    Question Five                         |
| Matt Adam         | DONE   | \_    Question Six                          |
| Matt Adam         | DONE   | \_    Question Seven                        |
| Matt Adam         |        | \_  Transparency and Education              |
| Matt Adam         | DONE   | \_    Question One                          |
| Matt Adam         | DONE   | \_    Question Two                          |
| Matt Adam         | DONE   | \_    Question Three                        |
| Ryan Saklad       | TODO   | \_    Question Four                         |
| Matt Adam         |        | \_  Organization and Record Keeping         |
| Matt Adam         | DONE   | \_    Question One                          |
| Matt Adam         | DONE   | \_    Question Two                          |
| Matt Adam         |        | \_  Collection and Commitment               |
| Matt Adam         | DONE   | \_    Question One                          |
| Ryan Saklad       | DONE   | \_    Question Two                          |
| Matt Adam         | DONE   | \_    Question Three                        |
| Spencer Harding   |        | [18%] Health & Safety                       |
| Roman Bolshakov   |        | \_  Culture of Health and Safety            |
| Roman Bolshakov   | TODO   | \_    Question One                          |
| Roman Bolshakov   | TODO   | \_    Question Two                          |
| Roman Bolshakov   | TODO   | \_    Question Three                        |
| Spencer Harding   |        | \_  Social Event Management                 |
| Spencer Harding   | TODO   | \_    Question One                          |
| Marko Vila        | TODO   | \_    Question Two                          |
| Roman Bolshakov   | TODO   | \_    Question Three                        |
| Spencer Harding   |        | \_  Health and Safety Member Engagement     |
| Spencer Harding   | TODO   | \_    Question One                          |
| Marko Vila        | TODO   | \_    Question Two                          |
| Dylan Shanes      |        | \_  New Member Education                    |
| Dylan Shanes      | DONE   | \_    Question One                          |
| Dylan Shanes      | DONE   | \_    Question Two                          |
| Dylan Shanes      | DONE   | \_    Question Three                        |
| Dylan Shanes      | TODO   | \_    Question Four                         |
| Roman Bolshakov   |        | \_  Emergency Management                    |
| Spencer Harding   | TODO   | \_    Question One                          |
| Roman Bolshakov   | TODO   | \_    Question Two                          |
| Roman Bolshakov   | TODO   | \_    Question Three                        |
| Roman Bolshakov   | TODO   | \_    Question Four                         |
| Conor Dolan       |        | [0%] Innovation                             |
| Ricky Curtis      |        | \_  Defining the Innovation Process         |
| Ricky Curtis      | TODO   | \_    Question One                          |
| Ricky Curtis      | TODO   | \_    Question Two                          |
| Matt Lund         |        | \_  Practicing Innovation                   |
| Reily Siegel      |        | [20%] Member Development                    |
| Reily Siegel      |        | \_  General Member Development              |
| Reily Siegel      | TODO   | \_    Question One                          |
| Spencer Harding   | TODO   | \_    Question Two                          |
| Sean Foody        | TODO   | \_    Question Three                        |
| Reily Siegel      | TODO   | \_    Question Four                         |
| Sam David         |        | \_  Diversity, Equity, Inclusion and Access |
| Sam David         | TODO   | \_    Question One                          |
| Sam David         | TODO   | \_    Question Two                          |
| Dimitry Blazy     | TODO   | \_    Question Three                        |
| John Robinson     |        | \_  Academics                               |
| John Robinson     | TODO   | \_    Question One                          |
| John Robinson     | TODO   | \_    Question Two                          |
| John Robinson     | TODO   | \_    Question Three                        |
| John Robinson     | TODO   | \_    Question Four                         |
| John Robinson     |        | \_  Leadership Development                  |
| John Robinson     | DONE   | \_    Question One                          |
| John Robinson     | TODO   | \_    Question Two                          |
| John Robinson     | TODO   | \_    Question Three                        |
| Edward Stump      | DONE   | \_    Question Four                         |
| Matt Lund         |        | \_  Involvement Outside Chapter             |
| Matt Lund         | TODO   | \_    Question One                          |
| Matt Lund         | TODO   | \_    Question Two                          |
| Matt Lund         | TODO   | \_    Question Three                        |
| Matt Lund         | TODO   | \_    Question Four                         |
| John Robinson     | TODO   | \_    Question Five                         |
| Dimitry Blazy     |        | \_  Recruitment and Retention               |
| Dimitry Blazy     | DONE   | \_    Question One                          |
| Dimitry Blazy     | DONE   | \_    Question Two                          |
| Dimitry Blazy     | DONE   | \_    Question Three                        |
| Marko Vila        | TODO   | \_    Question Four                         |
#+END:
* TODO Executive Summary
:PROPERTIES:
:OWNER:    Marko Vila
:END:
* [25%] Chapter Management
:PROPERTIES:
:OWNER:    Marko Vila
:END:
** Goals and Vision
*** TODO Question One                             :documentation:original:new:new:
#+begin_quote
Describe your chapter’s progress against the three stated goals that you have
been focusing on for the past calendar year. For each goal, carefully read the
instructions and fill in the table below with relevant, supporting
documentation.
#+end_quote
*** TODO Question Two                                     :documentation:original:
#+begin_quote
Describe your chapter’s planning meetings or goal setting sessions to
promote/establish your organization’s goals and shared vision. How are general
members a part of this process, if at all? How does the chapter ensure that all
general members support the goals and vision? How are these goals visited
throughout the year by the leadership team and chapter through retrospectives or
satisfaction surveys?
#+end_quote
** Leadership
*** DONE Question One                                          :original:new:
CLOSED: [2022-11-28 Mon 13:55]
:PROPERTIES:
:OWNER:    Ryan Saklad
:END:
#+begin_quote
Describe your organization’s election and transition timeline for each newly
elected officer, including how officer documents are maintained and shared.
#+end_quote

Elections for officers are held in mid B-term, and are installed early in
D-term. Between those times, there is a transition period, where the old officer
trains the new one. Further, for members of the Executive Council, the last Exec
meeting before new officers are installed is a “transition Exec”, where the
outgoing officers give advice to the new ones, and the Exec black book is
updated.

As with most documents for the chapter, Google Drive is the storage location for
documents needed for managing the associated office/position. Drive’s
Edit/Comment/View permissions are used to ensure the relevant people can edit
documents pertaining to their roles, while minimizing the potential for
accidental damage to other parts of the drive.
*** DONE Question Two
CLOSED: [2022-11-28 Mon 13:57]
:PROPERTIES:
:OWNER:    Ryan Saklad
:END:
#+begin_quote
How does your chapter deal with elected officers who study abroad (IQP, MQP,
HUA, etc) or go on co-op?
#+end_quote
The term prior to the vacancy, an election will be held for an interim officer,
with 2 weeks of nominations, and the other procedures involved with the standard
election process.
*** DONE Question Three
CLOSED: [2022-11-29 Tue 18:13]
:PROPERTIES:
:OWNER:    Edward Stump
:END:
#+begin_quote
How are expectations of each leadership position communicated to the chapter
(i.e., Roles & Responsibilities) during the Election process? How is the
leadership team held accountable for the expectations set forth for each
position? If a leader is not meeting expectations, how is this resolved?
#+end_quote

The expectations of each leadership position are available to every brother in
the bylaws of the chapter and by expectations they set for themselves during
their election process. If a leader is not meeting any of these expectations,
any brother may make a motion of no confidence and the chapter may elect to
remove the leader from their position.
*** TODO Question Four                                                  :original:
:PROPERTIES:
:OWNER:    Shawn Finnigan
:END:
#+begin_quote
Describe a time when conflicts and/or disagreements (outside of judicial action)
were handled and resolved when they occurred among the chapter leadership team?
#+end_quote

*** DONE Question Five                                         :original:new:
CLOSED: [2022-11-29 Tue 18:13]
:PROPERTIES:
:OWNER:    Edward Stump
:END:
#+begin_quote
Describe how the chapter leadership prevents division between the officers and
members at large, and ensures that every member feels included.
#+end_quote

The executive board has weekly meetings which are open to any brother. This
allows not only for brothers with concerns to take part in executive
conversations but also allows brothers involved in running for a future position
the ability to get more involved. In addition, the role of the Member at Large
is to be the voice of all brothers on the executive council. If any brother has
concerns that they want to be brought to the executive council, they can reach
out to the Member at Large. The Member at Large also votes for what he believes
the house wants.
*** TODO Question Six                                     :original:documentation:
:PROPERTIES:
:OWNER:    Zevulun Lieberman
:END:
#+begin_quote
Describe the way your chapter communicates with one another. What is one example
of your best communication strategy and what is one that you need to work on?
Documentation could include screenshots of Slack, newsletters, etc.)
#+end_quote
*** DONE Question Seven                                        :original:new:
CLOSED: [2022-11-29 Tue 18:14]
:PROPERTIES:
:OWNER:    Edward Stump
:END:
#+begin_quote
Does your chapter maintain an active judicial board to field grievances and
render remedies? If so, how is it used in general and how many cases have they
heard over the last year? Are the range of remedies considered meaningful enough
to change behavior where necessary? If your chapter does not have a formal
board, is there another judiciary process? If so, please explain. Note: It is
not required to share individual private case details, only the process by which
cases are heard.
#+end_quote

The executive council is the body that fields grievances and renders remedies.
In general, it is used to fine brothers for not fulfilling responsibilities such
as house jobs. The council can also hear cases of interpersonal conflicts and
give fines depending on the situation. Suggested fines are detailed in the
bylaws of the chapter.

This answer is similar to last year's as the role of the executive council has
not changed.
** Committees
:PROPERTIES:
:OWNER:    Conor Dolan
:END:
*** TODO Question One                                 :documentation:original:new:
#+begin_quote
Briefly describe your chapter’s committee system at a high-level, including how
members and chairs are selected, how tasks are delegated, and how committees
report back to the larger organization.If the chapter does not have official
committees, how do you split up the shared chapter work so that all
responsibility does not fall to one position or member?
#+end_quote
*** TODO Question Two
:PROPERTIES:
:OWNER:    Reily Siegel
:END:
#+begin_quote
For each committee your chapter has, please fill in the table below. Please add
or remove additional rows as necessary.
#+end_quote
*** TODO Question Three                                                 :original:
#+begin_quote
What percentage of the chapter membership currently serves on at least one
committee? Describe how low individual participation and low committee
membership is managed if at all. Include most recent seniors and incoming new
members. Please explain how you calculated the percentage.
#+end_quote
*** TODO Question Four                                                  :original:
#+begin_quote
Describe how chapter committees align with and support the chapter’s SMART goals.
#+end_quote
** Recognition
*** TODO Question One                                 :documentation:original:new:
:PROPERTIES:
:OWNER:    Sam David
:END:
#+begin_quote
Does your chapter have one or more active and effective recognition programs to
inspire and reward collegiate excellence (e.g., awards, acknowledgement
programs, etc.)? If so, please describe and provide documentation of the
recognition program(s) in action, including how recognition or awards are
announced/given.
#+end_quote
*** TODO Question Two                                 :documentation:original:new:
:PROPERTIES:
:OWNER:    Sam David
:END:
#+begin_quote
Does your chapter recognize alumni/ae? If so, briefly describe the process and
provide evidence.
#+end_quote
*** TODO Question Three                               :documentation:original:new:
:PROPERTIES:
:OWNER:    Sam David
:END:
#+begin_quote
List any awards/recognition your undergraduate chapter or undergraduate members
have received from your inter/national organization, the alumni chapter, or
other external entity.
#+end_quote
** Mentoring
:PROPERTIES:
:OWNER:    Sam David
:END:
*** TODO Question One                                 :documentation:original:new:
#+begin_quote
Does the chapter maintain a faculty advisor from WPI? If yes, please name your
advisor and share their level of involvement. If not please explain why.
#+end_quote
*** TODO Question Two                                          :original:new:
#+begin_quote
How does the chapter maintain a level of advisory support from people who are
not undergraduate members of the chapter. Describe how the chapter engages with
their advisor(s) and puts their guidance into practice. (E.g., A board of alumni
who advise the chapter)
#+end_quote
*** TODO Question Three
#+begin_quote
Please include a letter from one of your most involved advisors for
documentation.
#+end_quote
*** TODO Question Four                                              :original:new:
#+begin_quote
Does the chapter have an established mentoring program in which volunteer
alumni/ae serve as mentors to chapter officers and/or individual members? If so,
describe how the program works and how it is evaluated for effectiveness.
#+end_quote
* [6%] External Partnerships
** Parents/Family
*** TODO Question One                                 :documentation:new:original:
:PROPERTIES:
:OWNER:    Spencer Harding
:END:
#+begin_quote
Has the chapter hosted a parent/family day event (either virtual or in-person)?
Please describe and provide evidence, including how many parents or family
members attended?
#+end_quote
*** TODO Question Two                                 :documentation:original:new:
:PROPERTIES:
:OWNER:    Dimitry Blazy
:END:
#+begin_quote
Does the chapter have multiple means of contacting members’ parents to inform
them about the organization? Documentation could include a letter to the
parent(s) of new members, a newsletter, or a parent’s club as some examples of
outreach.
#+end_quote
** Alumni/ae
:PROPERTIES:
:OWNER:    Sam David
:END:
*** TODO Question One                                     :documentation:original:
:PROPERTIES:
:OWNER:    Spencer Harding
:END:
#+begin_quote
Does the chapter plan and organize at least three events specifically for
alumni/ae, either virtually or in-person? Describe the events, provide evidence
of promotion, and indicate the level of participation achieved. For one of these
events, describe how the chapter is able to engage with a diverse group of
alumni/ae (e.g., variety of ages, classes, interests, etc.).
#+end_quote
*** TODO Question Two                                     :documentation:original:
#+begin_quote
How does your chapter help the senior class transition to alumni/ae life? (This
could be an event your alumni/ae host or an explanation from the chapter
regarding how to participate post-graduation).
#+end_quote
*** TODO Question Three                                             :original:new:
#+begin_quote
How does the chapter (and/or your alumni/ae chapter/group) maintain accurate
contact information for alumni/ae?
#+end_quote
*** TODO Question Four                                :documentation:original:new:
#+begin_quote
Does the chapter establish an annual (or regular) alumni/ae donation program?
Describe all ways alumni/ae are encouraged and inspired to donate money,
services, materials, and/or time to the chapter or related entities and how
donations are recognized. Documentation may include communication to alumni/ae
or a description of the donation program including what the funds are
benefiting.
#+end_quote
** WPI Community
:PROPERTIES:
:OWNER:    Matt Lund
:END:
*** TODO Question One                                     :documentation:original:
#+begin_quote
Does the chapter host at least 3 creative, substantive virtual or in person
public relations events or activities per year? These events can serve multiple
purposes (e.g., the chapter hosts a leadership development event open to
non-members), but evidence must be shown (i.e., possible documents include
photographs, plans, email announcements, and fliers).
#+end_quote
*** TODO Question Two                                 :documentation:original:new:
#+begin_quote
Does your chapter host an annual outreach event or activity in person or
virtually targeted at faculty and staff? What was the date? How many faculty and
staff attended?
#+end_quote
*** TODO Question Three                                   :documentation:original:
#+begin_quote
Did you partner with a WPI non-fraternal organization (note: this is a non
Panhellenic/IFC organization that is a chapter or club on WPI’s campus) to host
an event or activity either on campus or virtually? If yes, please describe.
#+end_quote
*** TODO Question Four
:PROPERTIES:
:OWNER:    Marko Vila
:END:
#+begin_quote
Describe your relationship with the Student Activities Office. How often and in
what situations do you connect with them? Please describe this. How do you set
up meetings in advance and provide agendas? Note: For Fraternal Organizations
your advisor is Mackenzie Lipman and Sororities your advisor is Chirstine Ziev.
#+end_quote
** Local Community Engagement
:PROPERTIES:
:OWNER:    Matt Lund
:END:
*** TODO Question One                                     :documentation:original:
#+begin_quote
Does the chapter routinely use social media, media, or print outlets as a means
of advertising positive aspects of Greek Life to people outside of the
organization? What forms of media does your chapter use? Please provide links,
usernames, or handles for each social media source and provide
screenshots/pictures of the media posts your chapter is most proud of.
#+end_quote
*** DONE Question Two                            :documentation:original:new:
CLOSED: [2022-12-02 Fri 19:44]
:PROPERTIES:
:OWNER:    Gabe Ward
:END:
#+begin_quote
Does the chapter have a regular community service partner agency/organization in
the Worcester area (that is NOT your national philanthropy or foundation) where
members consistently do service on a regular basis? What are the name(s) of the
organization(s)?
#+end_quote

Yes, brothers have been volunteering at St. John's Food for the Poor. This
is a local kitchen that collects food and serves it to those in need. See an
[[file:documentation/External Partnerships/Local Community Engagement/St. John's Documentation.JPG][attached confirmation email]] for documentation.
*** TODO Question Three                                   :documentation:original:
:PROPERTIES:
:OWNER:    Roman Bolshakov
:END:
#+begin_quote
Above and beyond direct life safety support, there are important benefits to
having great relationships with key emergency service providers. Briefly
describe any efforts by the chapter to build positive and constructive
relationships with each of the following providers, and any other providers not
listed.
#+end_quote
** Inter/national Headquarters
:PROPERTIES:
:OWNER:    Marko Vila
:END:
*** TODO Question One
:PROPERTIES:
:OWNER:    Ricky Curtis
:END:
#+begin_quote
How often is your chapter leadership in communication with inter/national
Headquarters staff or volunteers?
#+end_quote
*** TODO Question Two                                                   :original:
#+begin_quote
Describe a time in the past calendar year when your chapter proactively
participated in an inter/national Headquarters program or initiative and the
effect it had on your chapter (this could be a consultant visit or optional
program/initiative). This does not include large convention events.
#+end_quote
* [56%] Facilities
:PROPERTIES:
:OWNER:    Matt Folenta
:END:
** Facility Management
:PROPERTIES:
:OWNER:    Connor Wirsing
:END:
*** DONE Question One                                         :documentation:
CLOSED: [2022-12-02 Fri 18:27]
#+begin_quote
Please describe the following:

a. Whether your chapter is supported by an alumni/ae board or housing
corporation (local or national) in managing the facility

b. What type of roles exist for property management and whether they are held by
an undergraduate, graduate, or inter/national staff

c. How does the chapter communicate with the above parties regarding the chapter
facility and how often?
#+end_quote
Our chapter is supported by the Delta Sigma Phi Building Association. It is
governed by the alumni Board of Directors (BOD). The responsibilities of
property management are shared between the undergraduate house manager and the
graduate property manager who serves on the Board of Directors. The propoerty
manager and house manager communicate at least once a week via either text,
phone, or email. Communication also happens more frequently if needed, such as
in the case of an urgent repair.
*** DONE Question Two                                          :original:new:
CLOSED: [2022-12-02 Fri 18:28]
#+begin_quote
Who is involved in developing a strategic plan for the chapter facility? If it
is multiple people what are the different roles and responsibilities of the
group members?
#+end_quote

The house manager is the primary point of contact for developing strategic
plans, he also delegates responsibility for planning to other specific roles as
needed (for example fire safety and evacuation plans are developed by the fire
marshal, who reports to the house manager).
** Facility Safety
:PROPERTIES:
:OWNER:    Spencer Harding
:END:
*** TODO Question One                                              :documentation:
:PROPERTIES:
:OWNER:    Matt Folenta
:END:
#+begin_quote
Is the chapter compliant with City Code as determined by Worcester City
Inspectional Services? Attach a certificate for documentation (this must be a
2022 certificate from the City of Worcester please see example below of
paperwork header).
#+end_quote
*** TODO Question Two
#+begin_quote
Is your chapter a smoke-free facility?
#+end_quote
*** DONE Question Three
CLOSED: [2022-12-02 Fri 18:29]
:PROPERTIES:
:OWNER:    Connor Wirsing
:END:
#+begin_quote
Is there access control for the house (i.e., do all doors lock from the exterior
entrances)? Who has access to the house and how is access given? How is access
revoked to members who graduate?
#+end_quote

All exterior doors are locked at all times, these doors are only accessible via
keys issued to all brothers on their date of initiation. Alumni brothers keep
their keys when they graduate as a sign of trust between the undergraduates and
the alumni, this facilitates interaction between the undergraduate and alumni
brothers.
*** TODO Question Four                                             :documentation:
:PROPERTIES:
:OWNER:    Matt Folenta
:END:
#+begin_quote
Does your chapter have functioning exterior cameras in place to monitor safety?
Show photo documentation. If the chapter does not have exterior cameras what
outdoor safety mechanisms does the chapter have in place?
#+end_quote
*** TODO Question Five                                    :documentation:original:
:PROPERTIES:
:OWNER:    Matt Lund
:END:
#+begin_quote
How does your chapter address the issue of fire safety? In your response, please
include the number of fire extinguishers per square foot of your house, number
of fire drills, fire exit routes, fire safety communication to the chapter, and
processes to reduce the risk of fire.
#+end_quote
*** TODO Question Six                                               :original:new:
:PROPERTIES:
:OWNER:    Roman Bolshakov
:END:
#+begin_quote
Does your chapter regularly audit your chapter facility for health or safety
issues? If so, please explain. What processes or systems are in place to reduce
the risk of injury. Please share information and upload documentation such as
manuals, policies, expectations, etc.
#+end_quote
*** TODO Question Seven                                            :documentation:
:PROPERTIES:
:OWNER:    Marko Vila
:END:
#+begin_quote
Please upload a copy of your chapter’s general liability insurance certificate.
Note this is not the same document as the Worcester City Inspection Certificate
listed in Question 1.
#+end_quote
** Facility Maintenance
:PROPERTIES:
:OWNER:    Connor Wirsing
:END:
*** DONE Question One                                          :original:new:
CLOSED: [2022-12-02 Fri 18:30]
#+begin_quote
What is the current system for making requests for repairs and who is involved?
Is there an established budget for regular maintenance? If so, what does it go
towards? How could the process for repairs or maintenance be improved?
#+end_quote
Requests for repairs go through the House Manager. It is up to his discretion
how and when it is completed. Repairs are completed by the House Manager or
another brother under the supervision of the House Manager, or in some cases an
outside contractor. More urgent repairs happen first. There is an established
budget for regular maintenance. This budget goes toward things such as replacing
light bulbs, patching drywall, and furniture repair to name a few. The House
Manager also runs a “Bounty Board” where any brother can post a repair that
needs to be made and another brother can take that job and complete the repair
to earn himself house job points (point system explained in subsection 3
question 3).
*** DONE Question Two                                          :original:new:
CLOSED: [2022-12-02 Fri 18:31]
#+begin_quote
Does the chapter maintain the exterior of the facility at all times of the year
including summer including lawn maintenance, fences, parking lots, and checking
the mail?
#+end_quote
The exterior of the property is maintained year round. The lawn is trimmed in
the summer and spring months. Leaves are raked in the fall on a weekly basis.
The driveway, front path, and side entrances are cleared of snow in the winter
on a weekly basis. The mail is collected from the front porch every day.
*** DONE Question Three                          :documentation:original:new:
CLOSED: [2022-12-02 Fri 18:32]
#+begin_quote
Does your chapter have written procedures in place to ensure the chapter
facility is kept clean? These guidelines and regulations should include methods
for enforcement, maintenance, and upkeep, and how responsibilities are shared
equally between chapter members. Please provide documentation.
#+end_quote
The chapter is kept clean via a system of House Jobs. The standards for these
jobs can be found in [[file:documentation/Facilities/Facility Maintenance/House Jobs Standards 2022.pdf][House Job Standards 2022]]. These standards are enforced by
Assistant House Managers. Jobs are completed twice a week by brothers on Tuesday
and Thursday and are signed off by Assistant House Managers. The house is also
cleaned top to bottom on Sundays at what we call “Work Party”. House Jobs are
assigned based on individuals’ point totals. Brothers receive points for
completing House Jobs and lose points for incomplete jobs. Jobs are assigned to
the 32 individuals with the LEAST points. Point tracking is done in a
spreadsheet [[file:documentation/Facilities/Facility Maintenance/House Manager
Points.xlsx][(see documentation: House Manager Points.xlsx)]]. Rules surrounding
living in the house that extend outside the House Job Standards can be found in
AXP DSP House Rules.
*** DONE Question Four                                         :original:new:
CLOSED: [2022-12-02 Fri 18:46]
#+begin_quote
How does your chapter manage members who do not fulfill facility/maintenance
responsibilities?
#+end_quote
The chapter will fine brothers who do not complete House Jobs or miss “Work
Party” without an excuse. The fine is brought to a meeting of our Executive
Council. If the voting members of the Executive Council pass the fine, a
punishment is decided upon by all in attendance at that meeting of the Executive
Council. Punishments vary based on severity of the infraction and regularity of
infractions. They could be another house job, monetary fine, or asked to assist
with a house repair.
** Chapter Communication and Expectations
:PROPERTIES:
:OWNER:    Connor Wirsing
:END:
*** DONE Question One                                          :original:new:
CLOSED: [2022-12-02 Fri 18:46]
#+begin_quote
Does the chapter require members to sign a formal agreement to reside in the
facility (such as a lease)? If so, how far in advance is the agreement signed?
#+end_quote
The chapter does require members to sign a housing agreement form that indicates
whether or not they will be on housing and if so, for which terms. These
agreements are to be signed by all brothers/new members by the end of B term
prior to the year they will move in. This gives the BOD ample time to secure
additional housing if needed for the following academic year.
*** DONE Question Two                                          :original:new:
CLOSED: [2022-12-02 Fri 18:47]
#+begin_quote
Do you have a member agreement for in-house culture, expectations, and
responsibility for members?
#+end_quote
We do not have a member agreement, however by being initiated as a brother, one
is expected to follow expectations and adhere to the responsibilities of the
brotherhood. Should a brother start to repeatedly clash with the rest of the
house or ignore their responsibilities the issue will be brought to the
undergraduate executive council.
*** DONE Question Three
CLOSED: [2022-12-02 Fri 18:51]
#+begin_quote
Does the chapter require members to provide a deposit to live in the facility?
If yes, how much and how early is the deposit requested? And what percentage is
paid on time?
#+end_quote
The chapter does require members to pay a deposit to live at the house. This
deposit totals $1,000 per brother and is to be paid before move-in. 94.4% of the
deposits were paid on time in 2022.
*** DONE Question Four                           :documentation:original:new:
CLOSED: [2022-12-02 Fri 18:51]
#+begin_quote
Does your chapter have documented move-in and move-out procedures? If yes, share
what these procedures are and include how your chapter enforces these policies.
(Please upload documentation as well)
#+end_quote

Our chapter does have move-in and move-out procedures. These procedures address
any damage to the room, and account for furniture that is in the room. Nothing
should be left in the room that was not there upon move-in. Nothing should be
taken from the room either. However the House Manager holds the power to approve
room additions/subtractions/alterations. Any changes should be noted on the
move-in/out paperwork. The move in/out paperwork can be found in the [[file:documentation/Facilities/Chapter Communication and Expectations/AXP DSP Room Condition Form.pdf][AXP DSP
Room Condition Form]].
*** DONE Question Five                                         :original:new:
CLOSED: [2022-12-02 Fri 18:52]
#+begin_quote
What policies or processes are in place to hold members accountable for damage
to the property?
#+end_quote
Our chapter does have policies for damage done to the property, which require
Brothers to repair or pay for damage caused, and pay additional fines if the
damage was caused intentionally. This policy can be found in the Code of Chapter
Regulations.
** Facility Community Bonding
*** DONE Question One                                          :original:new:
CLOSED: [2022-11-28 Mon 13:58]
:PROPERTIES:
:OWNER:    John Robinson
:END:
#+begin_quote
Is there a space in the facility that can be used for studying or meetings? If
yes, describe the space.
#+end_quote

The library at 8 Boynton Street is the primary official location for studying.
It contains hundreds of textbooks, a whiteboard, a printer, easy charging
access, and a door with a sign that can be switched between “open” and “do not
disturb”. The conference room is also used. Both rooms contain tables with
numerous office chairs surrounding it.

For meetings, there are three rooms that are primarily used. Rooms are booked
out in advance for meetings. The library and conference room are frequently
used. The party room is also used for meetings involving large numbers of
people. It contains a projector, and tables, chairs, and benches can be moved in
as needed.
*** TODO Question Two                                                   :original:
:PROPERTIES:
:OWNER:    Matt Folenta
:END:
#+begin_quote
How often do housing corporation representatives (or the equivalent) engage with
the house? Please describe the context of their engagement.
#+end_quote
*** TODO Question Three                                                 :original:
:PROPERTIES:
:OWNER:    Matt Folenta
:END:
#+begin_quote
What is the occupancy rate for the facility (residents/capacity)? If there is
not full occupancy, name one barrier that exists and the goals or plans to
address this? If the occupancy is not full and that is by the choice of the
chapter, please explain the reasoning. If there is full occupancy, name one
method that has been successful in reaching this state.
#+end_quote
*** TODO Question Four                                :documentation:original:new:
:PROPERTIES:
:OWNER:    Ezra Yohay
:END:
#+begin_quote
How does the chapter engage with out-of-house members of the chapter within the
chapter facility on a regular basis? For example, an event the chapter hosted to
encourage out-of-house chapter members to come to the house.
#+end_quote
*** TODO Question Five                                              :original:new:
:PROPERTIES:
:OWNER:    Ryan Saklad
:END:
#+begin_quote
What are the ways in which the chapter actively works to develop and maintain
relationships with immediate neighbors? Describe any outreach activities held
specifically for neighbors and whether there is a system in place for
communication with neighbors (e.g., annual sharing of chapter contact
information, attending neighborhood association meetings, or other efforts).
#+end_quote
* [87%] Financials
:PROPERTIES:
:OWNER:    Ryan Saklad
:END:
** Financial Health
*** DONE Question One                                          :original:new:
CLOSED: [2022-12-03 Sat 22:38]
:PROPERTIES:
:OWNER:    Matt Adam
:END:
#+begin_quote
Describe the responsibilities of your alumni board or housing corporation, and
inter/national headquarters in terms of your chapter budget, including dues,
post-graduate dues collection, housing payments (rent, utilities, maintenance,
etc.), and managing accounts. In other words, what financial aspects is the
chapter NOT responsible for? Please list responsibilities thoroughly.
#+end_quote

The board of directors oversee more of the important things when it comes to
owning a house and running a business. The division is such that the
undergraduate treasurer deals with a lot of the years expenses such as bills,
contractors, and paying for things approved by the budget. The graduate
treasurer on the Board of Directors uses a separate building fund budget to make
improvements to the house. Buying new appliances, making renovations, and other
larger tasks associated with house ownership are dealt with by the board of
director treasurer. The Board of Director Treasurer also oversees the operation
of the Undergraduate Treasurer to make sure that the yearly budget runs smoothly
and the house has good financials. The undergraduate Treasurer is never alone in
making decisions. There is a shared quickbooks account to help us keep track of
everything together, and there is always an open line of communication between
the Graduate BOD Treasurer and the Undergraduate Treasurer.
*** TODO Question Two                                              :documentation:
:PROPERTIES:
:OWNER:    Marko Vila
:END:
#+begin_quote
Upload/link documentation (a letter or email from your inter/national
organization, dated within the last year) that your chapter is in strong
financial health with your inter/national organization.
#+end_quote
*** DONE Question Three
CLOSED: [2022-12-03 Sat 22:44]
:PROPERTIES:
:OWNER:    Matt Adam
:END:
#+begin_quote
Does the chapter have a savings account or reserve for emergencies? How much
money (as a percentage of the overall budget) does the chapter contribute
annually to a savings/reserve account?
#+end_quote

The chapter has budgeted mandatory contribution each year to long term savings.
This does not include the fact that we only budget for 92% collections in case
of failure to pay. That extra 8% of the budget is also considered savings and
goes straight to the long term savings account when collected. Including both
budgeted and unbudgeted amounts, we contribute 13.75%.
*** DONE Question Four
CLOSED: [2022-12-03 Sat 22:50]
:PROPERTIES:
:OWNER:    Matt Adam
:END:
#+begin_quote
How often does the chapter extract/use money from the reserve account and what
is it used for?
#+end_quote

The reserve savings account is mostly used by the BOD for emergencies or for any
major house renovations. It is always there for emergencies, but I have never
seen it have to be used for emergencies during my time. It is always there as a
buffer, and if it gets too large it can be used for major house improvements
such as replacement appliances.
*** DONE Question Five                           :documentation:original:new:
CLOSED: [2022-12-03 Sat 22:53]
:PROPERTIES:
:OWNER:    Matt Adam
:END:
#+begin_quote
What parts of the budget does the local chapter have control over? For the parts
of the budget the local chapter has control over how are the different
categories broken down and how are these allocations determined? Were there
areas of the budget where the chapter over budgeted or underbudgeted? How did
the chapter adapt to the needs of the chapter or reallocate funds?
#+end_quote

The local chapter has control over the undergraduate budget created in
the spring before the upcoming year. This budget includes the bills that
are sent to the house such as electric, water, heating, etc. It also
includes meal plan expenditures, housing maintenance, and dues for each
committee. This is almost comprehensive, the only other aspect of
chapter funds is the BOD budget which is mostly for insurance and taxes
for the house, inspections, etc. For the areas of the main undergraduate
budget managed by the undergraduate treasurer, the allocation is created
by the BOD Treasurer and undergraduate Treasurer together, and is voted
on by the house and the BOD separately. If the budget must be amended,
it has to be approved by both the BOD and the house before it can take
affect.

[[file:documentation/Financials/Financial Health/budget.png][Link to budget]].
*** DONE Question Six                                          :original:new:
CLOSED: [2022-12-03 Sat 22:53]
:PROPERTIES:
:OWNER:    Matt Adam
:END:
#+begin_quote
What are the checks and balances systems used for approval and obtaining of
funds? Who is involved (officers, advisors, etc.), who has access to funds, and
what is the process?
#+end_quote

The comptroller, treasurer, and president are officially on the bank paperwork.
All approved expenses of committee heads must ask the treasurer for a check or
reimbursement. The treasurer has a lot of responsibility to make sure budgets
are in order, and no one is going over budget. The balance on committee chairs
is that they must sit down with the treasurer before making too big of a
purchase. The check and balance on the undergraduate treasurer is mainly the BOD
Treasurer. He has set up the accounts, has access to quickbooks, and has control
over the money. The BOD Treasurer reconciles the books to make sure everything
is how it should be. A good line of communication between the BOD Treasurer and
the undergraduate Treasurer ensure that the financials of the chapter run
smoothly.
*** DONE Question Seven
CLOSED: [2022-12-03 Sat 22:54]
:PROPERTIES:
:OWNER:    Matt Adam
:END:
#+begin_quote
Does the chapter conduct an annual review of the chapter’s finances? If so, how?
Are community resources used to complete the annual review (e.g., CPA)?
#+end_quote

Usually, the undergraduate treasurer and graduate treasurer review quickbooks
and other general finances during late spring when the budget for the next
school year is being made. We also budget for an accountant to do our taxes each
year to ensure everything is done correctly. The financial accounting processes
of the chapter are reviewed constantly by the BOD treasurer and the
undergraduate treasurer.
** Transparency and Education
:PROPERTIES:
:OWNER:    Matt Adam
:END:
*** DONE Question One                            :documentation:original:new:
CLOSED: [2022-12-03 Sat 23:11]
#+begin_quote
How does the chapter communicate to members the financial health of the
organization, including how all organization funds are allocated and managed?
How often is the information shared? What resources are provided to members to
understand this financial health?
#+end_quote
The treasurer sends out the budget at the beginning of the term, and it
is accessible to anyone for the duration of the term. Any brother can
check the weekly house meeting minutes that include a report of the
house budget and collections. Collections are reported as a percent of
the total, omitting who has paid in full and who is paying via a payment
plan to keep that information confidential between the treasurer and
each Brother.

Below you will find a budget report that is published in the minutes
every week.

| Budget        | $ Spent | $ Remaining | $ Budgeted |
|---------------+---------+-------------+------------|
| Risk          | a       | b           | c          |
| Rush          | a       | b           | c          |
| Rush Shirts   | a       | b           | c          |
| Postulancy    | a       | b           | c          |
| Social        | a       | b           | c          |
| Fraternal     | a       | b           | c          |
| Scholastics   | a       | b           | c          |
| Activities    | a       | b           | c          |
| PR            | a       | b           | c          |
| Ritual        | a       | b           | c          |
| CS            | a       | b           | c          |
| House Manager | a       | b           | c          |
*** DONE Question Two                            :documentation:original:new:
CLOSED: [2022-12-03 Sat 23:11]
#+begin_quote
How does the chapter educate members and new members about the annual financial
commitment/obligations in being involved with the chapter? What resources are
available to chapter members to understand financial obligations?
#+end_quote

The budget is available to every brother at any time through out shared
google drive. The current budget state is also published in our house
meeting minutes every week. The financial obligations for each brother
are very clear throughout the year. The Treasurer is also required to
live on housing so they can answer any questions or address any pressing
issues when they come up.

Educating new members about financial obligations is important. We do
not know exact numbers for until we know how many people will be living
on housing during C term. At that time, budgets are created by the BOD
treasurer and undergraduate treasurer and final numbers are calculated.
Budgets are approved by the BOD and the House including the new members
at house meeting. Everyone must approve the budget and so they are very
clear about chapter financials during the coming school year while they
are living on housing.
*** DONE Question Three                          :documentation:original:new:
CLOSED: [2022-12-03 Sat 23:17]
#+begin_quote
How does the chapter provide support to their members who are undergoing
financial hardship, but are committed to the chapter? Please share any payment
plan information, scholarships, grants or other resources/ programs provided.
These financial resources should be both within the organization and from
external sources.
#+end_quote

[[file:documentation/Financials/Transparency and Education/paymentplan.png][Payment plans]] are provided for members who are undergoing financial
hardship. They require sitting down with the current treasurer and
talking through what your problem is and what you need from the chapter.
We are accommodating, but we usually require that everything is paid by
the end of the semester unless there are very extreme circumstances. We
talk each brother individually through what they need to pay each week,
and talk them through logistics on their end. The treasurer must be
confidential with this information. Additionally, nationals provides
scholarships for dedicated students, and we direct new members to these
scholarships when necessary.
*** TODO Question Four                                :documentation:original:new:
:PROPERTIES:
:OWNER:    Ryan Saklad
:END:
#+begin_quote
How does the chapter provide personal financial education to its members? This
may include programs or resources about budgeting or post-graduation topics,
such as salary information, investing, etc.
#+end_quote
** Organization and Record Keeping
:PROPERTIES:
:OWNER:    Matt Adam
:END:
*** DONE Question One
CLOSED: [2022-12-03 Sat 23:21]
#+begin_quote
Does the chapter keep financial records for at least seven years?
#+end_quote

Yes, currently there is a filing cabinet in the treasurers single containing all
records from 2014 onwards. Quickbooks also keeps a fairly in-depth record of
chapter finances.
*** DONE Question Two
CLOSED: [2022-12-03 Sat 23:21]
#+begin_quote
How does your chapter document and organize their expenditures/income (financial
ledger)? How does the chapter ensure that all expenditures are accounted for in
this documentation process?
#+end_quote

Our chapter uses quickbooks to document and organize income and
expenditures. Quickbooks automatically pulls any transactions from the
bank website that occur on the debit card, and the treasurer logs all
checks that he writes manually in quickbooks. Receipts must be reviewed
every other week to match receipts from the debit card with their
respective transactions in quickbooks. All payments are approved by the
treasurer, and he is responsible for ensuring that the
auto-documentation from the bank is correct. There has been no problems
with this system for at least the past 3 undergraduate treasurers.
** Collection and Commitment
:PROPERTIES:
:OWNER:    Matt Adam
:END:
*** DONE Question One
CLOSED: [2022-12-03 Sat 23:24]
#+begin_quote
What percent of the members pay their financial obligations on time (both
in-house and out-of-house members)? Do you have a process for how late payments
are handled? If yes, how are they handled and how are members held accountable?
#+end_quote

Members pay their obligations for the house almost 100% of the time. Wether that
is a payment plan or payment in full at the beginning, all members are required
to be in financial good standing with the chapter. If they miss payments for
their plans, we do have a process for handling that. First, an immediate sit
down with the treasurer occurs and the brother explains the situation. The
treasurer decides if he will allow a modification to the payment plan, or if he
needs to pursue further action for non-cooperative brothers. Very few brothers
have ever become non-cooperative in this chapter. If they do, we can put them in
financial bad standing, revoke privileges they have around the house, and
escalate the problem from there. A situation like this is very unlikely and has
not happened to my knowledge.
*** DONE Question Two                                              :original:
CLOSED: [2022-11-28 Mon 14:03]
:PROPERTIES:
:OWNER:    Ryan Saklad
:END:
#+begin_quote
What percentage of the class of 2022 graduated with a balance owed to the
chapter?
#+end_quote
17 Brothers graduated last year. Of those, 2 owed the chapter money, or 11.17%.
*** DONE Question Three                                        :original:new:
CLOSED: [2022-12-03 Sat 23:23]
#+begin_quote
What happens to above members who have an outstanding bill after graduation?
What role do undergraduates have in terms of collection and commitment after
graduation?
#+end_quote

The undergraduate treasurer would inform the BOD treasurer of all
outstanding debts, and they would continue the process of receiving
payment. The BOD treasurer can decide to send the debt to a collections
agency if they deem it necessary.
* [18%] Health & Safety
:PROPERTIES:
:OWNER:    Spencer Harding
:END:
** Culture of Health and Safety
:PROPERTIES:
:OWNER:    Roman Bolshakov
:END:
*** TODO Question One
#+begin_quote
Describe educational initiatives and procedures to address concerns with members
or guests.
#+end_quote
*** TODO Question Two                                               :original:new:
#+begin_quote
Do you encourage and/or reward members for mitigating (or report if they are not
able to eliminate the risk) any safety related issues they observe? If so,
please describe how.
#+end_quote
*** TODO Question Three                                             :original:new:
#+begin_quote
Describe the procedural documentation for how you report and/or address behavior
that is concerning or disruptive to members themselves or others (i.e., mental
health concerns, dangerous drinking or drug use, etc) and an example of a time
when it was implemented. If one does not exist, why?
#+end_quote
** Social Event Management
*** TODO Question One                                     :documentation:original:
#+begin_quote
The risk manager should conduct educational sessions on an annual basis for
members on responsible social hosting/attending. Show documentation that
includes what percent attended (an attendance sheet for example) and evidence of
the content and efficacy of the program based off of the program’s learning
outcomes. Describe the specific program, learning outcomes, and assessment for
each program.
#+end_quote
*** TODO Question Two                                                   :original:
:PROPERTIES:
:OWNER:    Marko Vila
:END:
#+begin_quote
Has the chapter had any risk management policy violations of university or
inter/national policies that were adjudicated by WPI this year? If yes, please
explain what was learned from these violations. Describe the situation. The
chapter need not provide specific names of individuals involved.
#+end_quote
*** TODO Question Three                                                 :original:
:PROPERTIES:
:OWNER:    Roman Bolshakov
:END:
#+begin_quote
Describe all major health and safety or risk management challenges your chapter
has encountered this year. What steps did you take to resolve or mitigate the
issue? If you have not encountered any, please explain why you think this might
be?
#+end_quote
** Health and Safety Member Engagement
*** TODO Question One                                              :documentation:
#+begin_quote
The chapter annually does educational programming on health and safety topics
with 80% of members in attendance. Please note, not all programs need to be
completed annually. Show documentation that includes what percent attended (an
attendance sheet for example) and evidence of the content of the program. Please
also include the list of programming from the prior year.

Mental health
Safe sex
Sexual assault and harassment elimination education
Drugs and alcohol
Conflict resolution
#+end_quote
*** TODO Question Two                                              :documentation:
:PROPERTIES:
:OWNER:    Marko Vila
:END:
#+begin_quote
What percent of your members participate in one of the organizations listed
below? How do the members bring learning from these organizations to the
chapter? If it is not listed please discuss what it is in your response. 
Ethos: Fraternity men preventing sexual violence
SIGMA: Students Impacting Growth in Membership Activities
SSN: Student Support Network run through the SDCC
SPARC: Students Preventing Assault and Rape in our Community
Active Minds: Supporting mental health awareness
The Body Project: Eating disorder awareness
SMART: Students Mentoring Active Responsibility Together
MOSAIC: Men of Color Support Network
#+end_quote
** New Member Education
:PROPERTIES:
:OWNER:    Dylan Shanes
:END:
*** DONE Question One                            :documentation:original:new:
CLOSED: [2022-12-03 Sat 22:25]
#+begin_quote
Does your chapter have a written new member program with clear learning outcomes
and objectives for all new members who joined? Please provide documentation
which details all aspects of the new member program.
#+end_quote

Our chapter does have a [[file:documentation/Health and Safety/New Member Education/Postulancy Plan 2022-2023.pdf][written new member program]].
*** DONE Question Two                                              :original:
CLOSED: [2022-12-03 Sat 22:02]
#+begin_quote
The chapter should perform an annual audit of the new member program. Describe
the process. What areas of new member education were addressed from last year?
What did you identify as areas for improvement with this year’s new member
experience? How has your new member program been reviewed by inter/national
headquarters and advisors? What changes have been implemented (if applicable)
from feedback or how will you improve it?
#+end_quote

After each year, we conduct a "Postulancy Review" where we go over every aspect
of the program and how it went this year. We ask ourselves "what went right and
wrong?" and "how can we make it better for next year?" All brothers and
especially new members are invited to these weekly meetings. Our new member
program gets sent to our graduate advisor and our national headquarters for
feedback. Two places we identified possible improvement is in the projects and
class meetings. This year we implemented postulant committees for each project
that is headed by one of the postulants elected by their class. The project head
will chair committee meetings and ensure that all voices and ideas are heard
out. He will also propose the project to the class and appropriate officers for
approval. As for class meetings, we decided it would be an improvement to have
an elected chair and secretary. The chair will keep order in meetings and make
sure they get scheduled when needed. The secretary will take minutes and
distribute them after meetings so that anyone who is not present can still catch
up on what was discussed.
*** DONE Question Three                              :documentation:original:
CLOSED: [2022-12-03 Sat 22:10]
#+begin_quote
What is the length of the chapter’s new member program? How does that compare to
what your inter/national organization recommends? (Documentation / evidence
should show any difference between your chapter’s program length vs.
inter/national organization recommendation)
#+end_quote

The new member program runs from the Sunday after Bids night to February 25th
which is about 11 weeks excluding breaks. The national new member program is 6-8
weeks. Here is a link to the [[file:documentation/Health and Safety/New Member Education/national-postulancy-program_2015.pdf][national new member program]].
*** TODO Question Four                                             :documentation:
#+begin_quote
What percent of new members participate in bystander intervention training
presented by a WPI resource (not including New Student Orientation) or their
IHQ?
#+end_quote
** Emergency Management
:PROPERTIES:
:OWNER:    Roman Bolshakov
:END:
*** TODO Question One                                              :documentation:
:PROPERTIES:
:OWNER:    Spencer Harding
:END:
#+begin_quote
Risk Manager (or relevant officer) is trained annually by inter/national
headquarters, external trainers, or campus programs. Provide evidence showing
this training has occurred. This can include an outline of the training,
schedule for an inter/national training, or other evidence.
#+end_quote
*** TODO Question Two                                              :documentation:
#+begin_quote
Chapter has an emergency management plan that addresses specific types of
emergencies that may arise. Provide a copy of the plan.
#+end_quote
*** TODO Question Three
#+begin_quote
Risk Manager (or relevant officer) has knowledge of member allergies and health
concerns that members choose to disclose. Describe how you collect and store
this information securely.
#+end_quote
*** TODO Question Four                                             :documentation:
#+begin_quote
The chapter posts campus resources (Health, SDCC, Title IX, Campus Police, etc)
in a conspicuous location that is visible and known to members (physical or
virtual). Show a photograph or screenshot of where this is posted.
#+end_quote
* [0%] Innovation
:PROPERTIES:
:OWNER:    Conor Dolan
:END:
** Defining the Innovation Process
:PROPERTIES:
:OWNER:    Ricky Curtis
:END:
*** TODO Question One                                 :documentation:original:new:
#+begin_quote
Please describe your chapter’s innovation process for continuous improvement.
This may include the general process or structure for how your chapter solicits
novel ideas (e.g., a targeted chapter meeting spot, a cross-sectional problem
solving task force, an anonymous suggestion box), who is able to contribute
ideas, how these ideas are reviewed, how solutions are proposed, and how
solutions are implemented. How does your chapter define the innovation process
for continuous improvement?
#+end_quote
*** TODO Question Two                                 :documentation:original:new:
#+begin_quote
How does your chapter ensure that the innovation process described above is
prioritized within your organization and who ensures that the innovation process
is followed? This may include a schedule to review innovative ideas, a chapter
member responsible for this process, a program, etc.
#+end_quote
** Practicing Innovation                                      :documentation:
:PROPERTIES:
:OWNER:    Matt Lund
:END:
* [20%] Member Development
** General Member Development
*** TODO Question One                                               :original:new:
#+begin_quote
Describe how member development is targeted towards each year of membership
(i.e., how it changes depending on each year of undergraduate education or time
in the chapter) with specific goals.
#+end_quote
*** TODO Question Two                                     :documentation:original:
:PROPERTIES:
:OWNER:    Spencer Harding
:END:
#+begin_quote
Provide examples and documentation of internal sisterhood/brotherhood events
(that were substance free). Is one of these events a sister/brotherhood retreat?
How were these events meaningful to chapter members?
#+end_quote
*** TODO Question Three                                             :original:new:
:PROPERTIES:
:OWNER:    Sean Foody
:END:
#+begin_quote
Does your chapter host a ritual, creed, mission, values, and/or symbols
education program at least once per year outside of initiation? If so, how does
your chapter deliver this information in an effective manner (no details about
the contents of the presentation are necessary unless they are publicly-known
values/creeds)?
#+end_quote
*** TODO Question Four                                :documentation:original:new:
#+begin_quote
Describe how your chapter supports member development in each category below on
an annual basis (either through a program, event, activity, etc.). Note that you
are not required to complete the programs listed, but they are provided as
useful examples. Member reflections about the efficacy of how you address each
category and how it can be improved in the future is strongly encouraged to
support your other evidence.
#+end_quote
** Diversity, Equity, Inclusion and Access
:PROPERTIES:
:OWNER:    Sam David
:END:
*** TODO Question One                                     :documentation:original:
#+begin_quote
What DEI programs has your chapter hosted and/or participated in? These may
include programs created by IH/Q, your local chapter, WPI Organizations, and/or
WPI offices/departments. DEI programs may include, but are not limited to:
cultural and religious/spiritual celebrations, affinity month programming,
awareness and commemorative days, social justice education/training, implicit
bias training, Safe Zone (LGBTQIAP+) training, disability awareness, intergroup
dialogues, diversity conferences/seminars, collaborative/co-sponsored program
with culturally-based organizations, etc. 

a. What were the goals/learning outcomes of these programs?

b. How did these programs foster a community of inclusion within your chapter
and/or at WPI?

c. How can these programs be improved in the future (if at all)?
#+end_quote
*** TODO Question Two                                 :documentation:original:new:
#+begin_quote
What steps has your chapter taken to review/assess your practices to determine
any recommended adjustments to ensure equity for all members and to foster a
more diverse and inclusive Greek community? This assessment might include:
reviewing the chapter’s mission, vision, and values, programs/events, service
projects/community engagements, philanthropic endeavors, chapter Constitution
and Bylaws, chapter positions and chairs, chapter committees, website, social
media, group chats, etc. 

a. What did this review/assessment process look like? How was the overall
chapter and/or individual members involved in this process? What were the
outcomes?

 b. If these items are not in control of your local chapter, what steps are you
taking as an organization to voice your feedback, suggestions, and/or concerns
with your IH/Q?

 c. If you have not conducted a review/assessment what are your plans to
complete one addressing the topics above?
#+end_quote
*** TODO Question Three                                             :original:new:
:PROPERTIES:
:OWNER:    Dimitry Blazy
:END:
#+begin_quote
What is the chapter conduct process for a member who has allegedly stated,
written, committed, and/or participated in a bias incident; and/or committed
other actions/behaviors which fail to promote a sense of belonging within the
organization? Per University policy, bias incidents are those where speech or
expressive conduct is directed toward an individual or group that is based on or
motivated by the individual’s or the group’s real or perceived race, religion,
sexual orientation, ethnicity, national origin, ancestry, sex, age, disability,
gender identity and/or expression, or other social identities.
#+end_quote
** Academics
:PROPERTIES:
:OWNER:    John Robinson
:END:
*** TODO Question One
#+begin_quote
Please fill in the table below regarding how many of your members (no names) in
the past calendar year (i.e., since the beginning of this Chapter Excellence
report) have been on academic warning, probation or suspension.
#+end_quote
*** TODO Question Two
#+begin_quote
What is your inter/national headquarters minimum GPA requirement? How many
members did not meet this requirement in the past calendar year?
#+end_quote
*** TODO Question Three                                             :original:new:
#+begin_quote
Does your chapter provide academic support for its members and new members? If
yes, describe two ways in which members and new members are provided academic
support and the efficacy of these methods (i.e., only describe methods in which
both members and new members are supported).
#+end_quote
*** TODO Question Four                                :documentation:original:new:
#+begin_quote
Does your chapter have an academic incentive or recognition program? If yes,
please describe.
#+end_quote
** Leadership Development
:PROPERTIES:
:OWNER:    John Robinson
:END:
*** DONE Question One                            :documentation:original:new:
CLOSED: [2022-12-02 Fri 18:56]
#+begin_quote
What leadership development or training is provided by the chapter for its
elected/appointed leaders? What inter/national support does your chapter take
advantage of for training new officers?
#+end_quote

Our chapter directs members interested in leadership positions and those
recently elected towards the leadership training resources provided by WPI, but
more importantly, those provided by the national fraternity. Winter Conclave is
a biannual leadership training that our National Chapter provides,where each
year every chapter sends a delegation composed of the president, vice president,
risk manager, and treasurer. In addition, leadership training sessions are
provided each semester. The next of these, an Officer Transition and Training
roundtable, will take place January 13th-15th, 2023, and all newly elected
officers are required to attend either in person or via zoom.
*** TODO Question Two                                              :documentation:
#+begin_quote
Did a representative from your chapter attend a leadership training/conference
(could be external, such as UIFI, or from WPI)? This does not include training
from your inter/national headquarters. If so, how many members attended and how
was information from these conferences dispersed to chapter members?
#+end_quote
*** TODO Question Three                                             :original:new:
#+begin_quote
Outside of committee work, how can non-officers grow their leadership skills
without holding an official leadership position? What leadership opportunities
or resources are available to non-officers?
#+end_quote
*** DONE Question Four                               :documentation:original:
CLOSED: [2022-11-29 Tue 18:21]
:PROPERTIES:
:OWNER:    Edward Stump
:END:
#+begin_quote
Describe a time when chapter officers analyzed their leadership skill types
and/or personality type and used this to improve leadership skills,
collaboration, and interactions with the chapter and community. This can include
conversations between officers, between officers and advisors, I/HQ and
officers, etc.
#+end_quote

The executive council regularly sends out forms to the brotherhood as an
opportunity to receive feedback from the brotherhood, both positive and
negative, on how each officer runs and how the executive council runs as a
whole. Responses to this survey are anonymous so that brothers can give
constructive criticism without fear of damaging relationships in the house. 

The following questions are asked:

- On a scale from 1 to 10, how would you rate Marko's performance as President?
- What do you like about how Marko runs his position?
- What don't you like about how Marko runs his position? How could he improve?
- On a scale from 1 to 10, how would you rate Reily's performance as Vice President?
- What do you like about how Reily runs his position?
- What don't you like about how Reily runs his position? How could he improve?
- On a scale from 1 to 10, how would you rate Madam's performance as Treasurer?
- What do you like about how Madam runs his position?
- What don't you like about how Madam runs his position? How could he improve?
- On a scale from 1 to 10, how would you rate Andrew's performance as Secretary?
- What do you like about how Andrew runs his position?
- What don't you like about how Andrew runs his position? How could he improve?
- On a scale from 1 to 10, how would you rate Folenta's performance as House Manager?
- What do you like about how Folenta runs his position?
- What don't you like about how Folenta runs his position? How could he improve?
- On a scale from 1 to 10, how would you rate Ricky's performance as Steward?
- What do you like about how Ricky runs his position?
- What don't you like about how Ricky runs his position? How could he improve?
- On a scale from 1 to 10, how would you rate Coco's performance as Social Officer?
- What do you like about how Coco runs his position?
- What don't you like about how Coco runs his position? How could he improve?
- On a scale from 1 to 10, how would you rate Dylan's performance as Member at Large?
- What do you like about how Dylan runs his position?
- What don't you like about how Dylan runs his position? How could he improve?
- On a scale from 1 to 10, how would you rate Spencer's performance as Risk Manager?
- What do you like about how Spencer runs his position?
- What don't you like about how Spencer runs his position? How could he improve?
- On a scale from 1 to 10, how would you rate Finn's performance as Chaplain?
- What do you like about how Finn runs his position?
- What don't you like about how Finn runs his position? How could he improve?
- On a scale from 1 to 10, how would you rate the performance of this Exec as a whole?
- What do you like about how this Exec runs itself?
- What don't you like about how Exec runs itself? How could they improve?

After responses are collected, the executive council reviews all responses as a
body and discusses potential actions they could take to address feedback.
** Involvement Outside Chapter
:PROPERTIES:
:OWNER:    Matt Lund
:END:
*** TODO Question One                                     :documentation:original:
#+begin_quote
How are opportunities outside of the chapter promoted (could be Panhel/IFC,
honor societies, sports, extracurriculars, etc.)? How are chapter members’
diversity of interests/involvements acknowledged and celebrated throughout the
year?
#+end_quote
*** TODO Question Two
#+begin_quote
How many of your members serve as officers on the Panhellenic
Council/Interfraternal Council?
#+end_quote
*** TODO Question Three
#+begin_quote
ow many of your members were Rho Gammas or recruitment leaders?
#+end_quote
*** TODO Question Four                                    :documentation:original:
#+begin_quote
What percentage of your chapter (current initiated members) is actively involved
(i.e., regularly attends organization meetings, actively contributes during
meetings, has been actively involved for at least 1 term) in another
organization (academic-focused club, volunteer/service club, co-curricular
clubs, sports, etc.)? Please describe three examples of how a member’s
involvement in another organization has impacted the culture, operations,
support, or programming of the chapter.
#+end_quote
*** TODO Question Five                                             :documentation:
:PROPERTIES:
:OWNER:    John Robinson
:END:
#+begin_quote
What percentage of your chapter (current initiated members) is actively involved
in an honor society (academic honor society or Greek honor society)?
#+end_quote
** Recruitment and Retention
:PROPERTIES:
:OWNER:    Dimitry Blazy
:END:
*** DONE Question One                                         :documentation:
CLOSED: [2022-12-04 Sun 13:41]
#+begin_quote
Please include documentation for the recruitment-related aspects listed below.
Note that documentation required for these is more extensive than an activity or
program.

- Number of recruitment training hours
- Number of members involved in recruitment planning
- Recruitment plan/rush calendar
- Chapter’s attrition rate for new members in the past three years (i.e.,
  percentage of new members who became members out of those who were given bids)
- What was your recruitment goal? How many did you recruit? What percentage of
  your goal (number of bids extended) resulted in a new member match?
#+end_quote
Number of members involved in recruitment planning: The rush committee
does most of the recruitment planning but sometimes other brothers will
help voluntarily. This year the rush committee had seven people while we
were planning.

[[file:documentation/Member Development/Recruitment and Retention/Rush Calendar.png][Rush calendar]].

Attrition rates:
- 2019 :: 86%
- 2020 :: 82%
- 2021 :: 80%

Our recruitment goal was 20 and we recruited 22. 71% of the bids we
extended resulted in a new member match.
*** DONE Question Two                                :documentation:original:
CLOSED: [2022-12-04 Sun 13:54]
#+begin_quote
What core values are portrayed and discussed throughout recruitment? Choose one
pre-recruitment (if your chapter is a sorority) or a pre-rush/rush event (if
your chapter is a fraternity) that your chapter hosted and describe how your
values were promoted to potential new members.
#+end_quote

We like to express the bond of brotherhood and a more relaxed interpretation on
fraternity life. One rush event that expressed this was video game olympics.
Even though it had olympics at the title we wanted to focus more on just guys
playing video games and enjoying video games. Sometimes the best values are
expressed in a very chill and lowkey setting, and playing video games with a
group of friends represents just that.
*** DONE Question Three                              :documentation:original:
CLOSED: [2022-12-04 Sun 13:56]
#+begin_quote
Describe one recruitment-related activity/process/thing that your chapter is
proud of due to its success or its improvement compared to previous years?
Identify and describe how feedback from last year was incorporated into changes
this year, as well as goals for next year give this year’s feedback. Please
specify which parties you collected feedback from (members, new members,
parents, alumni, SAO, etc.).
#+end_quote
One event that we are proud of is our barbecue event. We took feedback from
brothers and new members to discover that we needed an event on campus and the
event ended up gathering the most amount of potential new members. Given this
year's feedback from our new members, we would like to do this event earlier in
order to gather the highest number of PNMs possible.
*** TODO Question Four                                                  :original:
:PROPERTIES:
:OWNER:    Marko Vila
:END:
How many initiated members have left the chapter voluntarily in the past
calendar year? How many initiated members have had their membership revoked
through executive action in the past calendar year? What are the issues that
contributed to these members leaving? How does your chapter work to prevent
these issues from occurring? For this question, please provide the total number
of members as well as the percentage (members dropped/current chapter size)
