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: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 | | [0%] Chapter Management |
| Marko Vila | | \_ Goals and Vision |
| Marko Vila | TODO | \_ Question One |
| Marko Vila | TODO | \_ Question Two |
| Marko Vila | | \_ Leadership |
| Ryan Saklad | TODO | \_ Question One |
| Ryan Saklad | TODO | \_ Question Two |
| Edward Stump | TODO | \_ Question Three |
| Shawn Finnigan | TODO | \_ Question Four |
| Edward Stump | TODO | \_ Question Five |
| Zevulun Lieberman | TODO | \_ Question Six |
| Edward Stump | TODO | \_ 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 | | [0%] 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 | TODO | \_ Question Two |
| Roman Bolshakov | TODO | \_ Question Three |
| Marko Vila | | \_ Inter/national Headquarters |
| Ricky Curtis | TODO | \_ Question One |
| Marko Vila | TODO | \_ Question Two |
| Matt Folenta | | [0%] Facilities |
| Connor Wirsing | | \_ Facility Management |
| Connor Wirsing | TODO | \_ Question One |
| Connor Wirsing | TODO | \_ Question Two |
| Spencer Harding | | \_ Facility Safety |
| Matt Folenta | TODO | \_ Question One |
| Spencer Harding | TODO | \_ Question Two |
| Connor Wirsing | TODO | \_ 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 | TODO | \_ Question One |
| Connor Wirsing | TODO | \_ Question Two |
| Connor Wirsing | TODO | \_ Question Three |
| Connor Wirsing | TODO | \_ Question Four |
| Connor Wirsing | | \_ Chapter Communication and Expectations |
| Connor Wirsing | TODO | \_ Question One |
| Connor Wirsing | TODO | \_ Question Two |
| Connor Wirsing | TODO | \_ Question Three |
| Connor Wirsing | TODO | \_ Question Four |
| Connor Wirsing | TODO | \_ Question Five |
| Matt Folenta | | \_ Facility Community Bonding |
| John Robinson | TODO | \_ Question One |
| Matt Folenta | TODO | \_ Question Two |
| Matt Folenta | TODO | \_ Question Three |
| Ezra Yohay | TODO | \_ Question Four |
| Ryan Saklad | TODO | \_ Question Five |
| Ryan Saklad | | [0%] Financials |
| Ryan Saklad | | \_ Financial Health |
| Matt Adam | TODO | \_ Question One |
| Marko Vila | TODO | \_ Question Two |
| Matt Adam | TODO | \_ Question Three |
| Matt Adam | TODO | \_ Question Four |
| Matt Adam | TODO | \_ Question Five |
| Matt Adam | TODO | \_ Question Six |
| Matt Adam | TODO | \_ Question Seven |
| Matt Adam | | \_ Transparency and Education |
| Matt Adam | TODO | \_ Question One |
| Matt Adam | TODO | \_ Question Two |
| Matt Adam | TODO | \_ Question Three |
| Ryan Saklad | TODO | \_ Question Four |
| Matt Adam | | \_ Organization and Record Keeping |
| Matt Adam | TODO | \_ Question One |
| Matt Adam | TODO | \_ Question Two |
| Matt Adam | | \_ Collection and Commitment |
| Matt Adam | TODO | \_ Question One |
| Ryan Saklad | TODO | \_ Question Two |
| Matt Adam | TODO | \_ Question Three |
| Spencer Harding | | [0%] 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 | TODO | \_ Question One |
| Dylan Shanes | TODO | \_ Question Two |
| Dylan Shanes | TODO | \_ 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 | | [0%] 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 | TODO | \_ Question One |
| John Robinson | TODO | \_ Question Two |
| John Robinson | TODO | \_ Question Three |
| Edward Stump | TODO | \_ 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 | TODO | \_ Question One |
| Dimitry Blazy | TODO | \_ Question Two |
| Dimitry Blazy | TODO | \_ Question Three |
| Marko Vila | TODO | \_ Question Four |
#+END:
* TODO Executive Summary
:PROPERTIES:
:OWNER: Marko Vila
:END:
* [0%] 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
*** TODO Question One :original:new:
: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
*** TODO Question Two
: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
*** TODO Question Three
: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
*** 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
*** TODO Question Five :original:new:
: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
*** 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
*** TODO Question Seven :original:new:
: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
** 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
* [0%] 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
*** TODO Question Two :documentation:original:new:
: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
*** 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
* [0%] Facilities
:PROPERTIES:
:OWNER: Matt Folenta
:END:
** Facility Management
:PROPERTIES:
:OWNER: Connor Wirsing
:END:
*** TODO Question One :documentation:
#+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
*** TODO Question Two :original:new:
#+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
** 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
*** TODO Question Three
: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
*** 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:
*** TODO Question One :original:new:
#+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
*** TODO Question Two :original:new:
#+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
*** TODO Question Three :documentation:original:new:
#+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
*** TODO Question Four :original:new:
#+begin_quote
How does your chapter manage members who do not fulfill facility/maintenance
responsibilities?
#+end_quote
** Chapter Communication and Expectations
:PROPERTIES:
:OWNER: Connor Wirsing
:END:
*** TODO Question One :original:new:
#+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
*** TODO Question Two :original:new:
#+begin_quote
Do you have a member agreement for in-house culture, expectations, and
responsibility for members?
#+end_quote
*** TODO Question Three
#+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
*** TODO Question Four :documentation:original:new:
#+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
*** TODO Question Five :original:new:
#+begin_quote
What policies or processes are in place to hold members accountable for damage
to the property?
#+end_quote
** Facility Community Bonding
*** TODO Question One :original:new:
: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
*** 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
* [0%] Financials
:PROPERTIES:
:OWNER: Ryan Saklad
:END:
** Financial Health
*** TODO Question One :original:new:
: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
*** 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
*** TODO Question Three
: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
*** TODO Question Four
: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
*** TODO Question Five :documentation:original:new:
: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
*** TODO Question Six :original:new:
: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
*** TODO Question Seven
: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
** Transparency and Education
:PROPERTIES:
:OWNER: Matt Adam
:END:
*** TODO Question One :documentation:original:new:
#+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
*** TODO Question Two :documentation:original:new:
#+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
*** TODO Question Three :documentation:original:new:
#+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
*** 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:
*** TODO Question One
#+begin_quote
Does the chapter keep financial records for at least seven years?
#+end_quote
*** TODO Question Two
#+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
** Collection and Commitment
:PROPERTIES:
:OWNER: Matt Adam
:END:
*** TODO Question One
#+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
*** TODO Question Two :original:
:PROPERTIES:
:OWNER: Ryan Saklad
:END:
#+begin_quote
What percentage of the class of 2022 graduated with a balance owed to the
chapter?
#+end_quote
*** TODO Question Three :original:new:
#+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
* [0%] 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:
*** TODO Question One :documentation:original:new:
#+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
*** TODO Question Two :original:
#+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
*** TODO Question Three :documentation:original:
#+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
*** 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:
* [0%] 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:
*** TODO Question One :documentation:original:new:
#+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
*** 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
*** TODO Question Four :documentation:original:
: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
** 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:
*** TODO Question One :documentation:
#+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
*** TODO Question Two :documentation:original:
#+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
*** TODO Question Three :documentation:original:
#+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
*** 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)
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