Regional Trainer Support Binder

ΛΧΑ REGIONAL TRAINER SUPPORT BINDER

Welcome

Thank you for your continued suppor t and commitment to our mission

We’ve developed this pack to suppor t you in one of the most v ital roles within Lambda Chi Alpha: guiding and empowering our Members from the moment they arrive on campus to the day they graduate. To be used alongside our Adv isor Meeting and Operations Guides, this resource prov ides a clear framework for building a Chapter culture where Brothers develop the confidence, character, and sense of belonging they need to thrive both in college and throughout their lives.

We know from experience that when collegiate men are suppor ted by Adv isors who have walked the path before them, they begin to realize what’s possible for their future. That’s why your role is so essential. Too many young men enter Lambda Chi without ever hav ing had a strong male role model Many struggle with mental health, a lack of direction, or the essential life skills they’ll need beyond graduation. Through your encouragement, mentorship, and willingness to engage in real, values-driven conversations, you can bridge that gap.

Please add this training pack to the toolkit used to inspire our Brothers to believe in themselves, to grow into men of character, and to build the foundation for a life of success and lifelong brotherhood.

In ZAX, Troy Medley Chief Executive Officer

Icon guide

Information How to guide

Written exercise

Facilitated session Course learning

This packet contains official Lambda Chi Alpha materials intended for Members, Adv isors, and Trainers. Use and distribution use of these materials outside the fraternity is discouraged.

Lambda Chi Alpha basics and technology

Overview

To fully suppor t Chapters, Lambda Chi uses software that manages payments, the Chapter roster and overall per formance. An overv iew of our platforms, their access and use, and how they can assist Officers is available in this pack. In addition, there is a list of depar tment emails at the OOA.

Claim FSID and access Advisor Orientation

1

2

A step-by-step guide to help Adv isors claim and setup their FSID and access Adv isor Orientation.

Send myLambdaChi portal invites

A step-by-step guide for High Zeta Officers to send myLambdaChi por tal inv itations to Members.

myLambdaChi and greekbill functionality

3

4

A table that shows the differences between myLambdaChi and greekbill. 5

High Pi Dashboard

An overv iew of how to access the High Pi Dashboard and insight to the information available.

Lambda Chi Academy Overview

A summary of the training schools available in the Lambda Chi Academy. This also includes instructions for Members to claim Stead Leadership College Badges. 6

Of fice of Administration Contacts

A list of key emails from the Office of Administration along with the function of those teams to help direct questions and requests.

Claim FSID and access Advisor Orientation

In order to access the Adv isor Orientation tracks, you must access the Lambda Chi Academy through the myLambdaChi por tal. In order to access the myLambdaChi por tal, you must create a log in using a personal FSID identifier. This FSID is created for you by Lambda Chi Alpha. Here are the steps to creating a log in for the myLambdaChi por tal.

Option 1: Nav igate to https://por tal.lambdachi.org and select “Claim Your Account” to enter your information and receive your FSID por tal inv itation.

Option 2: Send an email to Alumni Suppor t Officer, G ia Moore, at gmoore@lambdachi.org with the below text:

Subject: FSID Por tal Inv itation

“G ia, I am looking to create a login for the myLambdaChi por tal Would you send me the por tal inv itation?”

After completing the inv itation request process, you will receive a por tal inv itation v ia email.

Click on the link in the email.

This will take you to a screen where you can create your login credentials

It can take a couple of hours for the system to to update your login and grant access to myLambdaChi. Access to the Lambda Chi Academy may take up to 24 hours. If you experience any difficulties, please email systems@lambdachi.org.

After a couple of hours, log in to the myLambdaChi por tal using the log in you created. Visit https://por tal.lambdachi.org/ and click on the “Continue with FSID” at the bottom of the page.

You should now be on the myLambdaChi Portal homepage. Click the “Lambda Chi Academy” button in the top left corner. Please note the “greekbill” button is available for those with specific access.

You should now be on the Lambda Chi Academy homepage. Click on the “Volunteer Training” button to access the Volunteer Training space.

You will then see all active learning paths in the Volunteer Training space. Select the track that applies to your Advisory role and compelte at your own pace.

Send myLambdaChi portal invites

The myLambdaChi portal is the center for all Member and Chapter information. If Members do not have an FSID, they cannot update their information, pay dues on greekbill, or access learning in Lambda Chi Academy. They should receive a portal invite upon being added to the roster as an Associate Member. However, if Members experience problems, the High Alpha (President) or High Gamma (Secretary) can send portal invites to Members directly using the following steps.

1. Go to the Chapter Roster

2. Click on the [ . . . ] at the end of any Member to send a myLambdaChi Invite.

Note: All Members were already sent an invite. Any Members with a “.edu” email address will be prompted to change their email address to a non-university address to proceed.

3. If you would like to send invites out in bulk, click on the open box next to each Member and then select the “Actions” dropdown. You will be able to send myLambdaChi Invites in bulk this way.

Note: All Members were already sent an invite. Any Members with a “.edu” email address will be prompted to change their email address to a non-university address to proceed.

4. If a Member is not receiving the invite, or their university email address is blocking the invite, the High Alpha or High Gamma will need to update the Member’s Preferred Email Address by selecting “View Contact”.

From here, the Officer will be able to update the Preferred Email Address to a nonuniversity email address before resending the myLambdaChi invite as shown in steps 1-3.

If you have any further issues, please email: systems@lambdachi.org

myLambdaChi greekbill

The ChapterSpot Member Portal, branded as myLambdaChi, serves as the primary online platform for Associate, Collegiate, and Alumni Members. With a single login, users experience two main interfaces: the Member Experience and the Chapter Experience.

The Member Experience provides individual Members access to general Membership information and personalized user interfaces. The Chapter Experience offers customized features and solutions for roster management, Officer assignments, and recruitment tools.

Greekbill offers a full-service solution to optimize the Chapter’s financial operations. Greekbill allows the High Tau to bill and collect dues, use or assign purchase cards for Officers, and produce financial reports. With a customer support team and extensive training library, greekbill promotes a simple and focused experience for Chapters.

Update, manage, and view personal information.

Manage Members’ statuses (with greekbill sync).

Track Potential New Members.

Report Associate Members and Initiation. View and pay the General Fraternity invoice.

Access the Lambda Chi Academy.

Access greekbill to pay Member dues.

Bill and collect Member dues.

Sync Member roster with myLambdaChi Link the Chapter’s bank account. Budget and reconcile expenses. Generate reports on dues collections. File tax Form 990. Pay individual Member dues with credit/debits cards, ACH, or Apple Pay

Send past-due Members to collections.

Collegiate Members

Chapter Officers

Alumni Brothers

Chapter Volunteers

Collegiate Members

Chapter Officers

Parents of Collegiate Members

HIGH PI DASHBOARD

The myLambdaChi portal features a dedicated Advisor Dashboard, available to all certified High Pis. It brings together key Chapter information in one convenient location to better support High Pis in their advisory role for the Chapter and Executive Committee.

METRICS & DATA

Finance & Accounting

Statement of Account for Chapter

Chapter financial standing

Promissory note information

Greekbill status (of the Chapter)

Member% with greekbill balance

Membership & Rostering

Current billable membership

Repor ted Associations

Repor ted Initiations

Chapter Volunteer roster

Chapter Officer & Member rosters

Zeta Profile

Zeta-Designation & Group Status

Member% with myLambdaChi setup

Listed Chapter shipping address

Athletic Conference

Office of Administration

OOA team point of contact

OOA coaching meetings per month

Chapter meeting cadence

High Alpha Chapter Priorities

ACCESSING THE DASHBOARD

1. GO TO MYLAMBDACHI PORTAL

2. LOGIN WITH YOUR FSID

In your preferred web browser: https://por tal.lambdachi.org.

Enter your FSID Email and Password. Verify with Multi-Factor Aut hentication.

If you do not have an FSID set up, this must be done first.

3. ACCESS THE “GROUP LAUNCHER”

Your Chapter can be accessed v ia the Group Launcher button at the top right of your page.

The Zeta (& Institution Name) will appear next to a home icon.

4. ACCESS THE HIGH PI DASHBOARD

Click on the High Pi Dashboard tile or tab to access your Chapter dashboard.

Having issues finding it? Contact Volunteer Support, VolunteerSupport@lambdachi.org, to ensure your role and certification are up to date.

High Pi Dashboard

READING THE DASHBOARD

2 The Chapter Priorities repor ted by the High Alpha of your Chapter

3. Current Billable Membership = Any Collegiate Brother, Associate Member, or Suspended Collegiate Brother, excluding any Brothers considered a Billing exception due to Inactive Standing. Repor ted Associations & Initiations include any of either repor ted between July 1 and June 30 of the current Fiscal/Academic year.

Click “here” to see the list of Members without FSID Setup.

4. This percentage indicates how many Members have setup FSID to access myLambdaChi Por tal. If the amount is less than 100%, this means your Chapter has Members that are not receiv ing communications from the General Fraternity, do not have access to pay their Member Dues, and do not have access to resources & Lambda Chi Academy.

The Chapter Success Metrics can be filtered by Conference!

1. High-level Chapter & OOA suppor t information.

READING THE DASHBOARD

5. This shows how many Members have a balance owed to the Chapter in greekbill. If the amount is greater than 0%, this means your Chapter has Members that currently owe money to the Chapter. This is only high level information for greekbill, and is not meant to prov ide anything more than a glance of how many Members owe the Chapter. If you would like more information regarding Member-to-Chapter billing, work with your High Alpha and High Tau to gain access to your Chapter ’s greekbill account.

6. This is your Chapter ’s annual Statement of Account, showing invoices, payments and credits for your Chapter-to-OOA Billing in the last academic or OOA fiscal year. This is also where you can see how your total debt is aging at the top, broken down by 30-day windows:

01-30 Days Past Due = Past Due

31-60 Days Past Due = In Arrears

61–90 Days Past Due = Financial Probation

91-119 Days Past Due = Financial Suspension

0+120 Days Past Due = Suspension of Operations

7. This is how frequently your High Alpha has met with the Chapter Suppor t Specialist per month.

READING THE DASHBOARD

8. Here is the roster of current Volunteers registered with the Office of Administration. If this seems inaccurate, please contact Volunteer Suppor t, VolunteerSuppor t@lambdachi.org, for more information.

9 Here you can find a mirrored Chapter Roster with just Member status, phone number, and email address. For more detailed information, go to the Roster tab or tile on the Group Launcher landing page.

10. Here you can find a mirrored Officer Roster with role, term star t date, term end date, phone number, and email address. For more detailed information, go to the Roles tab or tile on the Group Launcher landing page.

Lambda Chi Academy Overview

IDEAL MAN PROGRAM

Our signature development program prepares Brothers for lifelong success through a curriculum focused on belonging, character, and achievement. Each module builds upon the previous, creating a comprehensive journey from associate member to graduating brother.

STEAD LEADERSHIP COLLEGE

Our comprehensive Officer development program equips Chapter leaders with essential behavioral and technical skills through specialized certification courses. Each three to four hour program culminates in a LinkedIn-verified credential, demonstrating valuable leadership competencies to future employers.

VOLUNTEER TRAINING

Our Volunteer Training suite equips Chapter Advisors with targeted resources—like Advisor Orientation and Officer-specific resources— to support their impact as mentors. It’s designed to help volunteers guide Officers effectively and strengthen Chapter operations through informed, confident advising.

STEAD LEADERSHIP COLLEGE BADGES

How to earn a badge

Ready + Role Ready = Badge

Leadership Ready Leading Teams

Once a Badge is earned, Members can earn another one without needing to complete Leadership Ready for a second time.

Displaying a badge

Recruiting and Sales

After earning and claiming a badge on Credly, it's crucial to showcase it alongside any other credentials already earned. Once claimed, the badge can be featured on LinkedIn profiles as a certification. Follow these steps from LinkedIn’s website to showcase new credentials.

Sharing a credential in the skills and certification of your resume is crucial. Using the description and skills list in Credly can assist in describing the value of the Badge

Leadership

AWARDING SKILL BASED LEARNING

Earners have demonstrated the ability to lead an organization, with an average of 45 members. Core skills assessed, included: operational planning, goal setting, team leadership, managing cross-functional teams, delegation, motivation, and running effective meetings. Budgeting

Earners have demonstrated the ability to manage priorities, set targets, and optimize performance while leading a small finance team. Core skills assessed included budgeting, foundational accounting, planning, and team leadership.

With a focus on improving lives and making communities a better place, earners have demonstrated the skills to lead a Social Responsibility Team. Earners have shown that they can develop a plan, set targets, build donor relationships, and manage volunteers and partnerships

Earners have demonstrated the ability to lead a recruiting team. Core skills assessed included Sales Planning, Defining a Value Proposition, Goal Setting, Managing a Pipeline and Consultative Selling

Earners have demonstrated the ability to develop learning and lead training in an organization of approximately 35 members. Core skills assessed, included: design an annual learning plan, identify skill gaps, develop a training session, and build a learning culture.

Earners have demonstrated the ability to apply governance frameworks and principles for an organization of approximately 35 members. Core skills assessed included assessing governance, developing a governance plan, critical thinking, communication, and leadership.

Office of Administration Contacts

Email contact Function

OfficeOfAdmin@lambdachi org

Membership@lambdachi org

Systems@lambdachi.org

VolunteerSuppor t@lambdachi.org

Engages with any general questions you may have for or about Lambda Chi Alpha If you need immediate assistance, this email can be used as well

Suppor ts questions related to Member information and changes and ordering missing Membership materials.

Suppor ts questions related to FSID, myLambdaChi por tal, Lambda Chi Academy access, and greekbill

Responds to all inquiries related to volunteers, cer tified Adv isors, and Adv isor resources.

ChapterSupport@lambdachi.org

LearningOutcomes@lambdachi.org

Engages with all inquiries related to undergraduate operations and suppor t for Collegiate Members and their Chapters.

Suppor ts all learning and asset development for Collegiate and Alumni Members and Lambda Chi Academy.

HealthAndWellness@lambdachi.org

Expansion@lambdachi.org

Foundation@lambdachi.org

Marketing@lambdachi.org

Events@lambdachi.org

Supports all matters related to incidents, Member safety, and risk/harm reduction.

Suppor ts all matters concerning growth and expansion oppor tunities or current expansion projects of Lambda Chi Alpha.

Reach out with any general questions you may have for or about the Lambda Chi Alpha Educational Foundation.

Suppor ts requests regarding any marketing, communication, or stories you want to share with the General Fraternity.

Handles all inquiries and actions related to Lambda Chi Alpha conferences and events.

Facilitating learning

Great training is more than just delivering information it shapes mindsets and behaviors that drive long-term success. Your expertise and passion for Lambda Chi make you the most important part of that process.

In this section, we’ll explore the foundations of advising, training, and coaching. You’ll learn best practices in mentorship, key principles of adult learning, and effective communication strategies.

Use this content along with your own experience to try new approaches in how you engage with your Collegiate Brothers. Remember, you don’t need to master everything at once. Even small steps can lead to a more proactive and meaningful learning environment.

The qualities and responsibilities of a good mentor and trainer.

A look at the factors that impact how young men learn as they grow and age from children to adults

The key characteristics of this generation’s learner and what you need to consider while training them.

simple model for coaching, finding solutions, and managing the emotions of others.

Practice

A practical learner-centered training method and how it should be implemented on a v isit to a Chapter.

Advisors as trainers: Qualities

"Good trainers don’t just fill minds; they light fires."

– Adapted from W.B. Yeats, Poet and playwright

Qualities of a good mentor or trainer

Knowledgeable

A good trainer or mentor has deep exper tise and practical experience in their field, enabling them to prov ide accurate information, guidance, and real-world insights. Knowing what Collegiate Brothers are expected to do and offering ways to broaden their knowledge base is crucial.

Empathetic

They understand and relate to the challenges and emotions of learners or mentees, offering suppor t that’s compassionate and personalized.

Patient

Learning takes time. A strong mentor or trainer remains calm, gives space for mistakes, and encourages progress at the learner ’s pace.

Communicative

They express ideas clearly, listen actively, and prov ide constructive feedback that’s easy to understand and apply.

Suppor tive

A great mentor or trainer builds confidence, celebrates achievements, and creates a safe env ironment for growth and risk-taking.

Adaptable

They adjust their teaching or mentoring style to fit different learning needs, personalities, and situations, making learning more effective

Leads by example

A strong role model practices what they teach, demonstrating professionalism, integrity, and a growth mindset in their own behav ior.

Advisors as trainers: Responsibilities

Core responsibilities of a good mentor or trainer

Deliver content clearly and effectively

Present concepts, skills, or procedures.

Tailor delivery to audience level and style. Guide process.

Create an engaging learning env ironment

Use interactive methods

Foster curiosity and motivation.

Keep energy levels and attention high.

Assess and adapt to learner needs

Gauge understanding v ia questions, activ ity, and feedback.

Adjust pace, examples, and format.

Handle different learning speeds and challenges.

Encourage par ticipation and practice

Prov ide exercises.

Promote hands-on application.

Encourage peer feedback.

Evaluate

Use quizzes and reflections.

Note key observations.

Gather feedback.

Suppor t retention:

Summarize key takeaways. Link learning to real-world use.

Suggest follow-up resources and practice.

How Brothers learn: Children vs. adult learning

“For children, learning is subject-centered. For adults, it is life-centered.”

– Malcolm Knowles, Educator

Child and adult learning differ in motivation, experience, and style Children are dependent on teachers and motivated by external rewards, while adults are self-directed, drawing on life experience and motivated by personal goals. Adults prefer practical, relevant learning. Teaching should reflect these differences.

Young men aged 18–22 learn best through active, hands-on experiences and social interaction As they develop independence and critical thinking, they still benefit from structure. They engage more when learning feels relevant to their goals and allows realworld application.

Children Adults

Rely on others to decide what is impor tant to be learned

Accept the information being presented at face value.

Expect what they are learning to be useful in their long term future.

Have little or no experience upon which to draw, are relatively “blank slides.”

Little ability to serve as a knowledgeable resource to teacher or fellow classmates

Decide for themselves what is impor tant to be learned

Need to validate the information based on their beliefs and values.

Expect what they are learning to be immediately useful.

Have substantial experience upon which to draw. May have fixed v iewpoints

Significant ability to serve as a knowledgeable resource to the trainer and fellow learners.

‘How to Captivate and Motivate Adult Learners’, Centre for Disease Control and Prevention, (2018) https://www.cdc.gov/training development/media/pdfs/adult-learning-guide-508.pdf

How Brothers learn: How Gen Z

and Gen A lpha learn

“Gen Alpha has been screenagers from early years… they taught themselves through TikTok and YouTube.” – EdSurge, Educator Commentary

Gen Z and Gen Alpha approach learning differently from older generations due to growing up in digital env ironments. Unlike Baby Boomers or Gen X, they are digital natives who prefer fast, interactive, and v isual content over traditional lectures. They're used to multitasking and expect personalized, on-demand learning with instant feedback.

They value relevance and real-world application, often questioning the purpose of what they learn. Emotional and social engagement also matter more to them—they thrive in inclusive, collaborative settings that align with their values. Educators must adapt by creating student-centered, tech-savvy, and meaningful learning experiences.

Pragmatism and collaboration: In a Stanford-affiliated study, researcher Rober ta Katz noted, "They developed an early facility with power ful digital tools that allowed them to be self-reliant as well as collaborative."

Technological fluency: Gen Z students nav igate a variety of software, tools, and dev ices with remarkable ease.

Shor ter attention spans: A Microsoft study analyzing screen-switching behav ior from 2004 to 2023 found that the average time spent on one screen before switching decreased from two and a half minutes to 47 seconds. This trend underscores the need for engaging, attention-grabbing teaching methods.

Desire for personalization: Gen Z expects customized experiences in all aspects of life, including education.

Visual learning preference: Growing up with smar tphones, social media, and v ideo content has cultivated a preference for v isual and interactive learning experiences.

How Brothers learn: Our job

Embrace technology: Integrate educational technology seamlessly into your teaching, utilizing interactive online platforms, learning apps, gamification, and digital resources.

Implement microlearning: Break down lengthy content into shor ter, digestible chunks like micro-lectures or interactive modules to accommodate their attention spans.

Prioritize v isual and interactive content: Use char ts, graphics, v ideos, infographics, animations, simulations, and interactive quizzes to make lessons v isually engaging and easily digestible.

Foster active and collaborative learning: Employ methods like projectbased learning, debates, role-play ing, group projects, and online discussions to promote interaction and teamwork.

Prov ide immediate and constructive feedback: Gen Z values continuous improvement and quick feedback to gauge their understanding and make adjustments.

Connect learning to the real world: Help Brothers understand the practical applications and relevance of the material by incorporating real-world examples, case studies, guest speakers, or simulations.

Offer personalized learning: Prov ide oppor tunities for students to explore their interests, choose topics for projects, and learn at their own pace using adaptive software or self-directed learning modules.

Promote diversity and inclusion: Create a training env ironment that reflects and respects diverse backgrounds and experiences, incorporating multicultural literature and materials into the curriculum.

Create a suppor tive and flexible learning env ironment: Allow for flexibility in learning methods, offer suppor t for mental health, and prov ide oppor tunities for Brothers to pursue self-directed learning.

Encourage critical thinking and information literacy: Teach Brothers how to fact-check, evaluate sources, and understand how information is presented online to help them nav igate the vast amount of digital information.

How Brothers learn: Structure + experience

“During my four decades of working in higher education, I interv iewed not just professors, but students, about what they consider to be significant learning moments and significant kinds of learning. What I mean by “significant learning” is learning that actually change how a student lived his or her personal, social, civ ic, or professional life.” – Dr. Dee Fink, Consultant in Higher Education

Since 2003, Dr. Dee Fink has challenged educators to make learning experiences interactive, and to concentrating on blending six categories.

Category of learning Points to consider

Foundational knowledge

What key information (e g , facts, terms, formulae, concepts, principles, relationships, etc.) is/are impor tant for Brothers to understand and remember in the future?

Brothers will understand and remember key concepts, terms, relationships, facts, etc.

Learning terms such as “PNM,” “values-based recruitment,” and “pipeline building,” and their role in the overall recruiting cycle.

Application

Integration

What impor tant skills do Brothers need to learn? What do they need to analyze and evaluate? What do they need to create?

What connections (similarities and interactions) should Brothers make in relation to the learning, the Chapter, and their personal life experiences?

Brothers will know how to do impor tant tasks.

Analyzing trends in recruitment data, evaluating which events drive engagement, and creating a semester-long recruitment plan.

Brothers will be able to identify the relationship between “x” and “y”. Brothers will better understand themselves.

Connecting leadership lessons from school or work to the Chapter and seeing how successful recruitment suppor ts financial health, engagement, and retention

How Brothers learn: Structure + experience (continued) 2

Category of learning Points to consider Meaning

Example (High Delta)

Human dimension

What should Brothers learn about themselves? What should Brothers learn about understanding others and interacting with them?

Brothers will be able to interact positively and productively with others.

Caring

What changes do you hope Brothers will adopt in terms of feelings, interests, and ideas?

Brothers will care more deeply about this subject or issues related to this subject.

Reflecting on communication and leadership to work more effectively with the Chapter.

Learning how to learn

How should Brothers learn about the topic? How should they apply themselves in the learning env ironment? How can they become selfdirected?

Brothers will develop the ability to learn better (more efficiently and effectively), both in this course and in life.

Developing a deeper sense of responsibility for the health of the Chapter and a genuine interest in helping others find belonging through Membership in Lambda Chi.

Using feedback from Adv isors and resources such as the Recruitment Toolkit to improve recruiting strategies

Engaging Brothers: Quick tips

“The ar t of teaching is the ar t of assisting discovery ” – John C. Gardner, American novelist and essay ist

Get them interested before Chapter by:

Sending agendas or course outlines before the training so Brothers can rev iew and reflect on their knowledge of and experience with the content.

Asking them to think about what their learning needs are with respect to the content to be presented.

Keep them interested during Chapter

Ask thought-provoking questions.

Use scenarios to help learners imagine how they might apply what they are learning.

G ive them hands-on exercises so they can practice what they are learning. Have quizzes kickstar t and close the learning. Make technology, such as mobile dev ices, par t of the learning experience (e.g., use an audience responses system or ask learners to look up an answer online or research information).

G ive your Brothers oppor tunities to practice as they learn throughout the training. Repeat and rev iew key concepts and processes; practice strategies often because adult learners need to hear things more than once to remember them.

Incorporate information presented earlier into new activ ities.

Drive change following Chapter

Use role-play, where learners take on different roles and act out a situation to solve problems or learn different perspectives.

Facilitate small group discussions.

Involve learners in a case study.

Use demonstrations or simulations.

Ask them to pair up and share information.

Have them identify steps for a procedure and then put them in the correct order

Engaging Brothers: Group activities

“Learning is not a spectator spor t. Students do not learn much just sitting in classes... they must talk about what they are learning, write reflectively about it, relate to past experiences, and apply it to their daily lives. They must make what they learn par t of themselves.”

–

Ar thur W. Chickering and Ehrmann C. Stephen, Educational researchers

Activ

Brainstorming

Value: promotes critical and creative thinking and imagination.

Concept map

Value: promotes integration of ideas and prov ides immediate feedback about trainee understanding.

Steps

Present an open-ended question for Brothers to discuss or solve.

Brothers can work indiv idually, in pairs, small groups, or as a large group (or combination of these).

Have Brothers share ideas with the group, making notes where others can see.

Have other Brothers challenge the responses.

At the end, correct any misconceptions, note opposing points of v iew, and summarize main points.

Choose a topic (either from the prev ious session, training in the Academy, or a recent Chapter experience) and ask Brothers to identify the key concepts shaping the topic and how they interact.

For example, you may wish to reevaluate community serv ice effor ts

You would ask Brothers to develop concept maps to discuss the causes and effects of community serv ice. If time allows, ask one group to share their concept map with the whole group. Or alternatively, ask groups to explain their pattern to another group in the session

Engaging Brothers: Group activities (continued)

Activ ity Steps

Matrix

Value: promotes integration of ideas, allowing Brothers to easily compare ideas and reduce complexity.

Minute paper

Value: prov ides immediate feedback about trainee understanding, helps prioritize items for rev iew or discussion, and allows Brothers to put material into their own words.

Quick case study

Value: makes Brothers apply material to a realistic situation, and it promotes critical and creative thinking.

Brothers create a table with information to compare (i.e. pros/con, two different processes).

Ask Brothers to work in groups of two to four to fill out the table.

Have groups share their ideas with the class and make notes where others can see.

At the end of a training session, have Brothers spend two or three minutes writing a summary of the main points.

Ask at least one Brother to share what he wrote.

Introduce a brief scenario.

Pose specific questions for Brothers to answer based on the scenario. For example: What is the problem? What is the remedy? What is the prevention?

Have Brothers write down their answers. Brothers can work indiv idually, in pairs, or small groups. If time allows, select a few Brothers to share aloud their answers.

Engaging Brothers: Group activities (continued)

Activ ity Steps

Positive/ negative

Value: prov ides immediate feedback to the Adv isor and allows for quick changes.

At the end of a session, ask Brothers to take a sheet of paper and div ide it into two columns.

In the first column, Brothers write down what was positive about the session. In the second column, Brothers write what they would like to change for the future.

Collect Brothers’ responses. Read responses and make changes for next session accordingly.

In the next session, share some of the highlights and make changes as necessary.

Think – Pair – Share

Value: promotes critical thinking and collaborative learning

Problem-Challenge-Solution

Value: promotes quick-fire critical thinking.

Pose a question.

Brothers get into pairs and discuss. Brothers then share their conclusions.

Create three columns based on a problem, challenge, and potential solution.

For example: Recruiting

Problem - List of fraternities on campus. Challenge - How are we distinct from them?

Solution - How can we actively demonstrate the distinction?

Clarification steps

Value: prov ides immediate feedback on trainee understanding, helping to prioritize items for rev iew or discussion.

G ive Brothers a handout or present a list of key terms or items for discussion.

Ask Brothers to explain the meaning of a term. You can even make it fun by asking one Brother to nominate another to explain a cer tain term.

Next, have Brothers get into pairs and select a par ticular item for immediate clarification.

Engaging Brothers: Cues

Cues that the Brother is engaged

Cues that the Brother is not engaged

Nods head in agreement

Smiles or makes eye contact with the instructor

Looks interested

Leans forward

Is facing you

His feet are pointing towards you

Tries activ ities or assignments on their own

Adds relevant information

Asks relevant questions

Drums fingers

Yawns

Falls asleep

Talks to neighbor, easily distracted

Looks away or stares

Rests head in palm of hand

Checks phone

Has feet pointing towards the exit

Look back to “Engaging Brothers: Quick tips” for help and ways to engage more Members

Engaging Brothers: VARK 3

“The VARK model is a tool to help indiv iduals understand their preferred learning styles and to prov ide educators with a framework to tailor their teaching methods accordingly.”

— Neil D.

Fleming,

Educator

The VARK model was introduced by Neil D. Fleming, a New Zealand educator, in 1992. He developed it as a simple tool to help people understand their learning preferences and improve teaching and study methods. Fleming created a questionnaire to identify whether a person prefers Visual, Auditory, Reading/Writing, or K inesthetic modes of learning or a combination of these. His goal was to make learning more effective by aligning instruction with how indiv iduals prefer to receive and process information.

VARK is best understood as a learning preference model, not a fixed learning style. In fact, many people are multimodal, meaning they have more than one preferred way of learning depending on the context. Therefore, VARK is a tool for understanding preferences rather than defining fixed abilities.

VVisual – Learners prefer to see information through diagrams, char ts, and maps. Example: A v isual learner might understand a process better by looking at a flowchar t or infographic rather than reading a written description.

AR K

Auditory – Learners prefer listening to spoken information.

Example: An auditory learner may grasp a concept better by attending a lecture, listening to a podcast, or discussing the topic in a group.

Reading/Writing – Learners prefer reading text and writing notes.

Example: A reading/writing learner might learn best by reading textbooks, writing summaries, or creating lists and handouts.

K inesthetic – Learners prefer hands-on experiences and real-life examples. Example: A kinesthetic learner may understand a concept more clearly by conducting a task or by learning through physical action.

Use VARK as par t of an active learning approach-where Brothers are actively involved in creating their own knowledge

Neil Fleming and Charles Bronwell, ‘How do I learn Best? VARK (2019), https://vark-learn.com/wp-content/uploads/2019/07/How-Do-I-Learn-BestSample.pdf

Engaging Brothers: Success doesn’t happen by accident

To drive a positive learning culture, Adv isors should pay attention to...

Positive expectancy

Creating a strong sense of belief, confidence, expectation in success. A “we got this” mentality.

Reflection

Asking Brothers “How did we do and why?” Identify ing the factors for success or failure.

Engagement

Getting Members to take an active interest before, during, and after learning and coaching sessions.

Ef fort

Helping Brothers apply themselves, manage time, seek help, self-monitor, and self-correct.

Encouragement

Building reinforcement throughout the Chapter with Officer, Adv isors, campus officials, and external stakeholders.

Planning

Defining clear goals and criteria so Brothers know the end state, rationale, steps required, and resources needed.

Engaging Brothers: Managing behaviors

“Students

don’t care how much you know until they know how much you care.”

– John C. Maxwell, American author and orator

Problem Behav ior

Dominant Talker

Constantly interrupts, talks over people, is sure that their point of v iew is the most impor tant, puts down others’ contribution and causes boredom in the rest of the group.

Possible Solutions

Focus on the others and encourage talking in turn around the group. “Let’s hear what others might like to say.”

Set up a structured exercise to look at the level of each indiv idual’s contribution, and how the Members feel about it.

Challenge the behav ior (ideally outside the room).

Use a non-verbal intervention such as gently holding your hand up to signal them to cut them shor t.

Encourage them to say something early on. “I would really like to hear what you think about this Dav id.”

The SilentPower ful Par ticipant

Says little and seems bored. Will often watch what is going on, shows little non-verbal par ticipation, and never volunteers. Can make others feel uncomfor table. They may even be doing another task, such as looking at the phone.

Encourage them to par ticipate in a specific task, such as scribe or timekeeper

Challenge the behav ior without being belittling. “Dav id, I noticed that we’ve not heard much from you and it makes me wonder if you’re interested in what we are discussing. Is there another approach that you would prefer?”

Confront the behav ior by reflecting back to them how their behav ior is making others feel. “Dav id, I feel really uncomfor table about you not joining in, I wonder if others do too?”

Engaging Brothers: Managing behaviors (continued)

Problem Behav ior

The SilentSubmissive Par ticipant

Sits quietly, reluctant to verbally join in, and generally watches what is going on. There may be some nonverbal par ticipation.

Possible Solutions

First, figure out if it is a problem. Although they may be sitting quiet, they may be reflecting quite a lot internally. It might be your problem, not theirs.

Encourage them to say something early on. An easy contribution that they find non-threatening might encourage them to engage more later on.

Break up the large group task - they may find it easier working in smaller groups or writing down ideas indiv idually and then repor ting back.

Encourage them to par ticipate in other tasks, such as writing on the flip char t.

Confront the behav ior in a sensitive manner by making an observation of the behav ior, not a judgement of it. “Dav id, we’ve heard what a number of the others think, but we’ve not heard from you. How do you think or feel on the matter?”

Make sure that others are able to respond.

The Exper t

Always has an academic answer to everything. They use acronyms unknown to anyone else and tend to talk to the air, rather than to an indiv idual, often as a speech. Confirms, or more often disputes, whatever is being said.

“Can we hear what the others think about that?”

“I’m afraid I don’t understand, so I expect some of the others don’t either.”

“I would be interested to see how we can make that more relevant to the rest of our discussion ”

Try to paraphrase what has been said in order to encourage others to get involved.

Challenge the behav ior. “Fair enough, but I would really like to know a bit more about what you personally think or feel about this.”

Engaging Brothers: Managing behaviors (continued)

Problem Behav ior

The Joker

Brings humor in at every oppor tunitysometimes appropriately but sometimes to deflect some real emotional content that might be sur facing. They can produce an anecdote or joke for every occasion.

Possible Solutions

3

The Chatterer

Unable to stay quiet. If not talking in the group, they will turn to their neighbor and star t a rival discussion, make a joke, or run a private conversation that excludes the rest of the group.

Refocus the discussion appropriately as it relates to the topic at hand.

Is it time for a break? Perhaps the joke is an indication of the joker disengaging – which might mean others are disengaging too.

Include them in the group: “What do you think about this Dav id?”

Ask them to repeat back what someone else has just said - they may be able to talk and listen at the same time!

Change the seating or div ide into smaller groups, so that they’re not sitting with their usual neighbor.

Remind them or the group as a whole about one person speaking at a time.

Point out that sometimes other people might think they are talking about them. Check whether others are becoming bored with the topic as well.

Engaging Brothers: Managing behaviors (continued)

Problem Behav ior

The Broken Record Uses every possible chance to bring up the same subject - a dispute at work, trouble with others, no one understands me, and so on. Because of these, they reject solutions from other Members in the group.

Possible Solutions

Acknowledge the problem and deflect it. “I think we have discussed this before Dav id. Can I suggest we move on?”

Use other Members in the group to deflect it. “I think we’ve discussed this before Dav id, so rather than spending time going over it again, let’s ask what others would like to bring to the discussion.”

Stacking: ask who else wants to say something, and give them an order to bring their point to the discussion, so that they know they will get a chance.

Acknowledge the lack of progress. “I don’t think we’ve really helped you much with that, so perhaps we had better leave it for today.”

Challenge the behav ior. “We seem to have come up with a lot of solutions, but you seem to find it difficult to try any of them.”

Engaging Brothers: Retention is key

“The most impor tant thing about learning is retention.”

– Hermann Ebbinghaus, Psychologist

The forgetting curve, developed by psychologist Hermann Ebbinghaus, illustrates how quickly information is lost over time when there is no attempt to retain it According to his research, people forget nearly 50% of new information within an hour, 70% within 24 hours, and up to 90% within a week if no reinforcement occurs. The curve shows that memory retention declines exponentially unless active strategies, like spaced repetition, rev iew, or meaningful engagement, are used to combat forgetting. Understanding the forgetting curve will help you plan more effective teaching methods to improve long-term retention.

The Forgetting Curve

1st & 2nd Recap

Ensure each experience concludes with a debrief of the learning points. Ask open-ended questions about how the learning will impact the participants moving forward. “What stood out to you the most and how will you use this learning during the next week?”

3rd Recap

One day later, encourage Brothers to reflect on the learning points. To prompt recollection, a Big Brother could discuss and share ways the learning shows up in their life. It can be as simple as a 10-minute recap conversation while getting coffee, eating lunch, or taking a walk

4th Recap

Send follow-up material or updates that reinforce the learning. You can immediately drive recollection back to 100% by sending a recap, a short YouTube video, an article, or a text. Just make sure your message connects to the learning point “Hey, remember how we discussed ‘xyz’? Look at this article ”

Engaging Brothers: Stories build retention 3

Neural Coupling

When someone tells a compelling story, the listener ’s brain activ ity mirrors that of the storyteller a phenomenon called neural coupling. This alignment enhances understanding, empathy, and memory, making stories a power ful tool for communication and learning

Example: When an Adv isor talks about his first day walking through college as par t of a recruiting session, the listener ’s brain activates in areas related to movement, anxiety, and empathy.

Dopamine

Dopamine, a “feel-good” brain chemical, is released during engaging stories especially those with emotion, suspense, or reward. This boosts focus, motivation, and memory, making the story more impactful and easier to remember

Example: In a story where a student struggles but finally wins a scholarship after years of hard work, the emotional highs trigger dopamine release in the listener ’s brain.

Mirroring

Mirroring in brain activ ity happens when we observe someone else's actions or emotions and our brain activates as if we were experiencing it ourselves. This is due to mirror neurons, which help us understand others, build empathy, and learn through imitation. It's a key par t of how we connect socially and emotionally.

Example: When an Adv isor demonstrates enthusiasm and curiosity about Ritual, Brothers are more likely to mirror that energy. Their brains activate similar emotional and cognitive pathways, making them more engaged and likely to absorb the material

Cor tex Activ ity

Stories activate multiple areas of the brain, not just the language-processing par ts When we hear a story, especially one with sensory details and emotions, the sensory, motor, and emotional cor tices light up as if we're experiencing the events ourselves.

Example: An Adv isor tells a High Gamma a story about how he felt overwhelmed in his job-until he star ted using the company’s software. As the story unfolds, the listener's sensory and emotional cor tices activate: they v isualize the busy office, feel the stress, and then relief when the problem is solved.

Jordan Ashworth, ‘The Power of Storytelling in Business Presentations: Capture Audience Attention, Facilitate Better Understanding and Drive Organizational Change’ (2024) and Heather V MacArthur, ‘The Power of storytelling: Inspiring and Connecting With Your Audience’, in Forbes (24 May 2024) The Power Of Storytelling: Inspiring And Connecting With Your Audience

Coaching: The GROW Model

“Building and responsibility is the essence of good coaching.”

- Sir John Whitmore, Executive coach and racing driver

The GROW coaching model, developed in the 1980s by Sir John Whitmore along with Graham Alexander and Alan Fine, is a power ful framework for guiding structured and effective coaching conversations. Popularized through Whitmore’s influential book "Coaching for Per formance", the model is built around four key stages: Goal, Reality, Options, and Way forward.

To use it, a coach begins by helping the indiv idual clearly define their goal what they want to achieve. Next, they explore the current reality, assessing where the person stands in relation to that goal, including any challenges or obstacles. From there, they brainstorm possible options to reach their goal Finally, the conversation focuses on the way forward, where the indiv idual commits to specific actions and timelines.

Coaching: Factors af fecting the coachee

“The only real failure in life is the failure to try."

– George Clooney, Actor

Motivation

Intrinsic or extrinsic motivation greatly affects engagement and willingness to learn.

Emotional readiness

Stress, anxiety, or personal challenges can block learning; emotional stability suppor ts it.

Mindset

A growth mindset (belief in the ability to improve) suppor ts learning, while a fixed mindset can hinder progress.

Self-awareness

Understanding one's strengths, weaknesses, and learning preferences helps guide effective development.

Openness to feedback

The ability to accept and apply constructive feedback is essential for learning and growth.

Cognitive capacity

Attention span, memory, and critical thinking skills all impact how effectively new information is processed.

Prior knowledge and experience

Existing knowledge or experience can suppor t or inter fere with new learning, depending on relevance and accuracy.

Suppor t system

Encouragement from peers, mentors, or managers can reinforce learning and prov ide accountability.

Knowles, M. S., Holton, E. F., & Swanson, R. A. (2015). The Adult Learner: The Definitive Classic in Adult Education and Human Resource Development (8th ed.). Routledge.

Coaching: Managing emotions

Coaches should be highly attuned to emotional signals, as these often reveal deeper truths about a coachee’s motivation, fears, or mindset Here are the top emotional signals coaches should watch for and be ready to explore:

Emotion Signs to watch for

Resistance / Defensiveness Crossed arms, sarcasm, deflection, tension

Avoidance / Withdrawal Vague answers, topic changes, silence, looking away

Excitement / Enthusiasm Bright eyes, animated gestures, energized tone

Frustration / Irritation

Sighs, sharp tone, fidgeting, interrupting

Confidence / Empowerment Steady eye contact, clear tone, upright posture

Sadness / Disappointment

Anxiety / Fear

Surprise / Insight

Tips for Use:

Slouched posture, soft voice, slower speech, teary eyes

Rapid speech, fidgeting, overapologizing, tense face

Eyes widening, long pause, sudden smile or nod

Pause and reflect when you observe strong emotional cues. Gently name what you notice (“I noticed your tone shifted just now what’s coming up for you?”)

What it may indicate

Discomfor t, lack of trust, fear of vulnerability

Anxiety, confusion, internal conflict

Motivation, value alignment, readiness to act

Feeling stuck, blocked progress, impatience

Breakthrough moment, self-belief, ownership of actions

Unmet expectations, self-doubt, emotional fatigue

Fear of failure, judgment, stepping out of comfor t zone

New awareness, shift in thinking, "aha" moment

Use open-ended questions to explore the emotion’s source.

Create a safe space for the Brother to share without fear of judgment.

EDIP: Overview

“The goal of training is not to teach content but to change behav ior.”

– Charles R. Allen, Educator

Charles R. Allen was a prominent American educator and training exper t, best known for his influential work in instructional design and employee training. He made significant contributions to the field of workplace learning by developing practical, learner-centered training methods. His most famous contribution is the EDIP model (Explanation, Demonstration, Interaction, Practice), which prov ides a straightforward framework to design effective training sessions that promote engagement and retention.

IED P

Explanation:

This stage is about capturing learners’ attention and preparing them for what’s coming. It sets the stage, creates interest, and establishes the relevance of the training content. Think of it as the “hook” that gets learners mentally ready and motivated.

Demonstration:

Here, the trainer presents the new information or skills clearly and effectively. This could be through demonstrations, explanations, v isuals, or examples. The goal is to deliver the content in an understandable way that caters to learners’ needs.

Imitation:

Learners actively par ticipate through practice, discussion, or exercises. This stage emphasizes engagement learners apply what they’ve just learned, ask questions, and receive feedback. Interaction solidifies understanding and builds competence.

Practice:

This final phase involves reinforcing the learning through repeated use and real-world application. It helps learners retain knowledge and develop confidence to transfer skills to their job or daily life.

In suppor ting Adv isory Boards, you should frame the v isit around EDIP.

EDIP: Advisory Board training visit model

Pre-Visit Preparation Call to establish learning needs and aspirations.

Purpose: Capture Adv isor ’s attention and prepare them mentally.

Explanation

Facilitator to Adv isor

Visit

Demonstration

Facilitator to Adv isor

Activ ities: Introductions, setting objectives, sharing why the training matters, or posing a thought-provoking question.

Goal: Motivate Adv isor to play a full in leading learning.

Purpose: Present new information clearly

Activ ities: Adv isor Orientation programs, demonstrations, v ideos, reading materials, or examples.

Goal: Ensure Adv isors understand the content or skill being taught.

Purpose: Engage learners actively.

Imitation

Facilitator & Adv isor to Collegiate Brother

Post Visit Practice Adv isor to Collegiate Brother

Activ ities: Group discussions, Q&A, role-plays, hands-on exercises, or problem-solv ing tasks.

Goal: Reinforce understanding through par ticipation and feedback.

Purpose: Prov ide Adv isors oppor tunities to apply what they’ve learned repeatedly.

Activ ities: Group exercises, one-to-one coaching

Goal: Build confidence, reinforce skills, and promote long-term retention.

Leadership Ready

Overview

Leadership Ready is the first phase of the Stead Leadership College, designed to build the soft skills and behav ioral confidence our Members need to lead effectively. As a facilitator, it’s impor tant that Adv isory Board Members champion this area of development alongside their role-specific responsibilities.

This section includes an overv iew of the course, sample exercises, and facilitator guides that you can use with Chapter Members and emerging leaders.

Please note: the exercises and guides prov ided here are not meant to be followed word-for-word. Instead, v iew them as flexible tools adapt them based on your experience, your Chapter ’s needs, and the dynamics of your Members. While the full program offers a broader range of activ ities, we’ve highlighted a select few that can help you build real-time leadership capability in the room.

Your Guide to Leadership Ready & the Stead Leadership College

An overv iew of the Stead Leadership College and the topics, exercises, assessment, and live sessions in Leadership Ready.

An exercise for Brothers to list their assets (strengths) and liabilities (weaknesses) to establish a baseline of professional development.

A live session for Brothers to complete the exercise and discuss their strengths and weaknesses with each other.

An exercise that by assessing skill and will, Brothers will better understand how to effectively lead their peers.

Leadership Ready

Skill/Will Matrix - High Zeta session

A session for High Zeta Officers to apply the skill/will matrix to a project they’re actively working on.

The trust equation

This exercise asks Brothers to reflect on their reliability, credibility, intimacy, and self-orientation.

7 A pplying ABC and nudges to your Chapter

This exercise teaches Brothers how to motivate others and keep projects on track with simple nudges.

Your guide to: Leadership Ready & the Stead Leadership College

An essential par t of the Lambda Chi experience is leading a Chapter and bridging the gap from college to career. The Stead Leadership College (SLC) aims to bridge that gap. Designed for general leadership and role-specific skills, SLC prov ides a foundation for skill building, professional development, and career readiness.

The first par t of the SLC is Leadership Ready. This course covers the general leadership qualities all Members should have when leading their Chapter or any other organization. Leadership Ready begins with an examination of character and trust before mov ing into selfleadership. Next, we present our model for leading a team: the 4Bs of leadership. After that, we help Brothers understand how to mold their leadership approach to the skill and will of their team. The course ends with getting Brothers motivated and how to employ nudges.

After completing Leadership Ready, we encourage Members to move to a Role Ready course, our Officer-specific learning, which covers a variety of positions. After completing both Leadership Ready and a Role Ready course, Members can claim a digital credential that they can showcase on professional networking sites like LinkedIn.

Welcome to Stead Leadership

College and Leadership Ready

Our introduction and overview of the course

Character: Where leadership begins

Identify and learn the qualities of a great leader.

The trust equation

Reflect on your credibility, reliability, intimacy, and selforientation

Meet Your Guide

In this opening session, you will discover, from your cer tified facilitator, why leadership is both a personal and social experience.

Self-Leadership

Understand your strengths and weaknesses as a leader and begin your own personal development.

Your leadership balance sheet

To develop you have to know what’s propelling you, and what’s holding you back Learn to maximize your assets and mitigate your liabilities.

The 4 Bs of Leadership

Develop a baseline knowledge of belief, belonging, behavior, and bottom line.

Misfits or Masters

Evaluate the skill and will of your Brothers and learn how to place them around the Chapter.

Getting Brothers Motivated

Learn how to motivate and prov ide encouragement to ensure everyone’s on the same page

Plotting your peers

Using a task/challenge relevant to you, plot your Brothers according to their skill and will Knowing this will allow you to adjust your style and efforts

Applying ABC and nudges to your Chapter

Brainstorm simple techniques to nudge Brothers in the right direction.

Bringing it all together

Use the learning to identify what you want to become and how you are going to get there, while at the same time keeping an eye on the experiences and behav iors that are holding you back

The Character of Leadership

This session explores values of Lambda Chi, and the experiences of men such as Booker T Washington You will discover why “Character, not circumstances, makes the man.”

The Role of the Leader

This session directly connects selfreflection with the development of a leader, discusses what makes a good or bad leader, and explains the 4Bs of leadership model.

Taking Action

This session concludes with a focus on committing to yourself and your Brothers.

Your leadership balance sheet

HBO’s hugely successful series, Succession, is a story of business, leadership, and the chaos one man inflicts on his family and employees. The boss of Waystar Royco, the world’s fifth-largest media company, Logan Roy wields his sharp criticism to cajole and undermine those around him. Damaging and deeply toxic, it serves to undermine all of his achievements. After all, who would say to their son, in public... "Romulus, when you laugh, please do it at the same volume as everyone else. We didn’t get you from a hyena farm." Yep, that is about the only quote we could print

Waystar Royco, like any business, is measured by its balance sheet–the list of its assets (what it owns or the resources it controls) and liabilities (what it owes). Offering insight into the health of a business, the balance sheet tells investors whether they should invest, and the owners whether they should adjust their strategy. And in Season 1, we are shown how neglecting liabilities can nearly lead to disastrous results

As an aspiring leader, you also have a balance sheet. You have your own personal assets, the things you do really well. And you have liabilities, the areas where you struggle and need to change. Reflecting and identifying the core areas within your balance sheet will give you cause to celebrate, and hopefully, plug the gaps. So, don’t be Logan and be willfully blind to your liabilities Take ownership of them now, as both you and your future followers deserve the best version of you.

Disclaimer, Logan Roy would have been asked to leave. Cole would not have been a fan!

My assets

Skills and behaviors

My strengths: Things I know I do well and strengths others can see

My liabilities

Skills and behaviors

My weaknesses: Things I know I don't do well and I want to improve or mitigate

Sample list: Team player, good planner, confident communicator, motivator, compassionate, approachable, trustworthy, reliable

Sample list: Indecisive, loud, shy, judgmental, poor attention to detail, idle, workaholic, sarcastic, overly sensitive, easily distracted, poor with numbers

Your leadership balance sheet

My assets

Skills

and behaviors

My future strengths: Things I could do better if I focused, or things I do well in some situations and could be applied elsewhere

My liabilities

Skills

and behaviors

My future weaknesses: Challenges that I foresee coming around the corner

Sample list: Public speaking – if I prepared, being intentional and listening. "I do this at Chapter presentations, but not at all-campus events "

Habits that support me:

Sample list: Fitness, getting up early, making lists, seeking help, limiting time online, mindfulness, identifying personal successes, rewarding myself, seeking out new experiences.

Sample list: Mastering basic finance, holding a meeting, working with a challenging Brother

Habits that undermine me:

Sample list: Too much junk food, too much time gaming, obsessed over my appearance, spending time with individuals who don’t make me feel good, or are a bad influence, procrastinating, worrying and analyzing to the extreme

Call to action

Identify one action to increase your assets and one action to decrease your liabilities. Post your actions to the Lambda Chi Academy message board.

Y o u r l e a d e r s h i p b a l a n c e s h e e tC h a p t e r s e s s i o n

Y o u r l e a d e r s h i p b a l a n c e s h e e t i s a r e f l e c t i v e e x e r c i s e i n L e a d e r s h i p R e a d y .

C e l e b r a t i n g s t r e n g t h s c a n d e c r e a s e s t r e s s a n d i n c r e a s e h a p p i n e s s .

S e l f i m p r o v e m e n t , i n t e r m s o f w e a k n e s s , c a n i n c r e a s e c o n t r o l a n d s e l fb e l i e f .

P o i n t s a n d M e s s a g e s

K e y T e a c h i n g

B r o t h e r s u n d e r s t a n d t h e i r s t r e n g t h s ( a s s e t s ) a n d a r e a s t h e y n e e d t o w o r k o n ( l i a b i l i t i e s )

B r o t h e r s r e a l i z e , t h a t a s l e a d e r s , t h e y n e e d t o b e w i l l i n g t o r e f l e c t o n h o w t h e i r s t r e n g t h s a n d w e a k n e s s e s a f f e c t t h e i r a b i l i t y t o l e a d .

W o r k i n g w i t h t h e i r p e e r s B r o t h e r s w o r k t o i m p r o v e o n e l i a b i l i t y .

L o c a t e a q u i e t r o o m .

E n s u r e a d e q u a t e s e a t i n g .

c t i v i t y : I c e b r e a k e rG e t a s m a l l b a l l t h a t M e m b e r s c a n t h r o w a r o u n d t h e r o o m .

A

A c t i v i t y : P e o p l e B i n g oP r i n t c o p i e s o f t h e P e o p l e b i n g o s h e e t t o h a n d o u t .

A c t i v i t y : Y o u r l e a d e r s h i p b a l a n c e s h e e t

C o n d u c t t h e e x e r c i s e y o u r s e l f a n d b e w i l l i n g t o s h a r e a p e r s o n a l s t o r y a b o u t t h e b e n e f i t s o f

s e l fr e f l e c t i o n . E q u a l l y , c o n s i d e r a n e x p e r i e n c e i n w h i c h s o m e o n e w a s u n w i l l i n g t o r e f l e c t .

P r i n t c o p i e s o f t h e Y o u r l e a d e r s h i p b a l a n c e s h e e t t o h a n d o u t .

P e r f o r m a n c e O u t c o m e s

A d v i s o r

P r e p a r a t i o n a n d

M a t e r i a l s C h e c k l i s t

F a c i l i t a t o r I c o n K e y : T h e s e i c o n s w i l l g u i d e y o u r a c t i o n s a s a f a c i l i t a t o r . R e f e r e n c e t h e m a s a q u i c k r e m i n d e r o f w h a t y o u n e e d t o

d o a t e a c h s t a g e o f t h e s e s s i o n .

U s e a f l i p c h a r t T r a n s i t i o n s e c t i o n s

S e l f r e f l e c t i o n

A c t i v i t y

D e b r i e f G r o u p d i s c u s s i o n

M a k e c o m m e n t s A s k q u e s t i o n s

Y o u r l e a d e r s h i p b a l a n c e s h e e tC h a p t e r s e s s i o n

I n s t r u c t i o n a l S t r a t e g i e s

I n t r o d u c e s e l f a n d w e l c o m e M e m b e r s t o t h e s e s s i o n .

K e y P o i n t s

W e l c o m e t o t h e s e s s i o n

s t i m a t e d T i m i n g

E

I c e b r e a k e r

B r o t h e r t o p l a y a q u i c k g a m e o f c a t c h . T e l l t h e

A s k f o r a

B r o t h e r t h a t h e m a y u s e o n l y o n e h a n d t o c a t c h . G e n t l y

b a l l t o t h e

t o s s a

B r o t h e r . T h e n , a s k h i m t h e f o l l o w i n g q u e s t i o n s :

1 . W h i c h h a n d d i d y o u u s e t o c a t c h t h e b a l l ?

2 . W h y d i d y o u u s e t h i s h a n d r a t h e r t h a n t h e o t h e r o n e ?

( I f t h e

B r o t h e r r e p l i e s t h a t h e i s r i g h to r l e f th a n d e d , a s k w h a t t h i s m e a n s ) .

3 . I f o n e o f y o u r h a n d s i s d o m i n a n t , o r s t r o n g e r , d o e s t h i s m e a n t h a t y o u r o t h e r h a n d i s u s e l e s s o r w o r t h l e s s ?

W h y o r w h y n o t ?

4 . R e m i n d B r o t h e r s t h a t e v e r y o n e h a s s t r e n g t h s . P o i n t o u t t h a t e v e r y o n e a l s o h a s s o m e w e a k n e s s e s ; h o w e v e r , j u s t l i k e t h e l e s s d o m i n a n t h a n d , w e a k n e s s e s

d o n o t n e e d t o b e o b s t a c l e s .

T e l l B r o t h e r s t h a t t h e y w i l l i d e n t i f y t h e i r i n d i v i d u a l

b e t w e e n s t r e n g t h s

s t r e n g t h s a n d e x p l o r e t h e r e l a t i o n s h i p

a n d w e a k n e s s e s .

3 m i n . ( 3 m i n . t o t a l )

Y o u r l e a d e r s h i p b a l a n c e s h e e tC h a p t e r s e s s i o n

I n s t r u c t i o n a l S t r a t e g i e s

P e o p l e b i n g o D i s t r i b u t e c o p i e s o f t h e P e o p l e b i n g o a c t i v i t y s h e e t , f o u n d a t t h e e n d o f t h i s g u i d e , a n d a l l o w t i m e f o r

B r o t h e r s t o r e v i e w i t . T h e n , g i v e t h e f o l l o w i n g d i r e c t i o n s :

1 . M o v e a r o u n d t h e r o o m , a n d a s k B r o t h e r s t o s i g n t h e i r n a m e s i n a s q u a r e t h a t d e s c r i b e s o n e o f t h e i r s t r e n g t h s . F o r e x a m p l e , i f a s q u a r e r e a d s “ s p e a k s m o r e t h a n o n e l a n g u a g e , ” f i n d a B r o t h e r w h o c a n s p e a k a n o t h e r l a n g u a g e a n d a s k h i m t

s i g n t h a t s q u a r e . 2 . Y o u r g o a l i s t o g e t b i n g o . T h a t m e a n s t h a t y o u m u s t f i l l

f i v e s q u a r e s i n a r o w w i t h n a m e s . C o m p l e t e d r o w s m a y

r e a d a c r o s s , d o w n , o r d i a g o n a l l y .

3 . A B r o t h e r ’ s n a m e c a n n o t b e i n a n y w i n n i n g r o w m o r e

t h a n o n c e . 4 . W h e n y o u h a v e f i l l e d a r o w w i t h s i g n a t u r e s , c a l l o u t , “ B i n g o ! ”

5 . I f y o u s i g n y o u r n a m e t o s o m e t h i n g , y o u m a y b e a s k e d

t o p r o v e i t .

6 . Y o u h a v e f i v e m i n u t e s t o p l a y .

K e y P o i n t s

P e o p l e b i n g o

P u r p o s e : B r o t h e r s r e c o g n i z e t h e i r

i n d i v i d u a l s t r e n g t h s b y p l a y i n g a g a m e

i n v o l v i n g g r o u p i n t e r a c t i o n .

s t i m a t e d T i m i n g

E

1 0 m i n . ( 1 3 m i n . t o t a l )

B r o t h e r s t o c h a l l e n g e o n e a n o t h e r . F o r e x a m p l e , i f s o m e o n e h a s s i g n e d t h e i r n a m e t o a s q u a r e t h a t r e a d

A l l o w

B r o t h e r s d i s c u s s t h e a c t i v i t y

B r o t h e r t o p r o v e i t . C o n c l u d e t h e a c t i v i t y b y p o i n t i n g o u t t h a t e v e r y o n e h a s d i f f e r e n t s t r e n g t h s . A s B r o t h e r s , w e n e e d t o a c k n o w l e d g e t h e s e .

“ s p e a k s m o r e t h a n o n e l a n g u a g e ” a s k t h e

B r o t h e r s t o

K e e p i n g i t f u n a n d l i g h t , a s k

s h a r e w h a t t h e y h a v e d i s c o v e r e d a b o u t

e a c h o t h e r .

1 0 m i n . ( 2 3 m i n . t o t a l )

I n s t r u c t i o n a l S t r a t e g i e s

K e y P o i n t s

s t i m a t e d T i m i n g

E

B r o t h e r s t o c o m p l e t e t h e Y o u r l e a d e r s h i p b a l a n c e s h e e t a c t i v i t y :

P r e p a r e

1 . D i s t r i b u t e a c o p y t o e a c h p a r t i c i p a n t .

2 . P l a c e B r o t h e r s i n s m a l l g r o u p s . E n s u r e e a c h h a s a p e n .

3 . S t r e s s t h a t t h e y n e e d t o b e h o n e s t .

4 . S h a r e a s t o r y r e g a r d i n g t h e i m p o r t a n c e o f s e l fr e f l e c t i o n .

D i s t r i b u t e Y o u r l e a d e r s h i p b a l a n c e s h e e t

I n d i v i d u a l w o r k i n g B r o t h e r s a r e t o w o r k o n t h e i r o w n . T h e y a r e t o f i l l o u t

b o t h s e c t i o n s . A l t h o u g h i t i s i m p o r t a n t t o t h a t t h i s s e c t i o n i s s e l fl e d , y o u m a y n e e d t o o f f e r s o m e e x a m p l e s . E . g . Y o u m a y n e e d t o h i g h l i g h t a p e r s o n a l c h a l l e n g e y o u s e e i n t h e

f u t u r e . Y o u m a y a l s o n e e d t o r e v e a l h a b i t s t h a t s u p p o r t a n d u n d e r m i n e y o u .

B r o t h e r s a r e t o i d e n t i f y o n e a c t i o n t o i n c r e a s e t h e i r a s s e t s ( s t r e n g t h s ) a n d d e c r e a s e t h e i r w e a k n e s s e s ( l i a b i l i t i e s ) . L i f e l o n g l e a r n i n g a n d t h e a b i l i t y t o r e f l e c t a n d g r o w a r e e m b e d d e d i n o u r R i t u a l . Y o u r l e a d e r s h i p b a l a n c e s h e e tC h a p t e r s e s s i o n

7 m i n . ( 3 0 m i n . t o t a l )

S h a r e I n g r o u p s , B r o t h e r s s h a r e t h e i r t h o u g h t s . E n c o u r a g e r e s p e c t f u l a n d s u p p o r t i v e r e s p o n s e s .

1 5 m i n . ( 4 5 m i n . t o t a l )

1 5 m i n . ( 4 5 m i n . t o t a l )

C o m m i t a n d c l o s e

H i g h l i g h t t h a t r e f l e c t i o n i s k e y t o b e i n g a

s u c c e s s f u l l e a d e r .

15 min. (60 min. total)

Plotting your peers

Part 1: Scenario review

Directions: Review the scenarios below and use the skill/will matrix to answer the questions.

The Skill / Will Matrix

Will

Will

Scenario 1

You are the new High Theta (Director of Corporate Social Responsibility). You are leading a team to raise money for a local homeless shelter. Although you are unsure of what’s involved, one of your fundraising team members said he supported a similar project last year. They are confident they have everything needed to support the project and have good relationships with the shelter.

In terms of skill and will, where does this team member potentially sit?

High Skill / High Will

High Skill / Low Will

Low Skill / High Will

Low Skill / Low Will

What leadership approach should you take?

Plotting your peers

How can this team member be an asset to you?

Scenario 2

Your Chapter elects a new High Gamma (Data Manager). Although they are excited, they have no prior experience of the role and its responsibilities. The High Alpha (Chief Executive Officer) is telling them to report Initiation numbers to the Office of Administration. He offers no support or guidance. The other Members of the High Zeta, although friendly, offer no advice. No one knows how to log in to the reporting system.

In terms of skill and will, where does the High Gamma potentially sit?

What leadership approach does the High Gamma need?

High Skill / High Will High Skill / Low Will Low Skill / High Will Low Skill / Low Will Delegate Excite Guide Direct

How would you feel in this situation?

What is the likelihood of you successfully completing this task?

What should the High Alpha be doing to help ensure your success?

Plotting your peers

Part 2: Plot your peers

Directions: Use the following table to plot a group of your peers according to a specific task. They could be classmates responsible for a project; members of a sports team preparing for a game; or your Brothers preparing for Pre-Initiation. The important thing is to practice assessing skill and will and then varying your leadership approach accordingly.

Skill / Will Matrix

P l o t t i n g y o u r p e e r s i s i n L e a d e r s h i p R e a d y . I t s p u r p o s e i s t o c o m p a r e w i l l i n g n e s s t o p e r f o r m a

t a s k a g a i n s t t h e d e g r e e o f s k i l l r e q u i r e d t o c o m p l e t e t h e t a s k .

B r o t h e r s n e e d t o a p p r e c i a t e t h a t n o t e v e r y o n e h a s t h e s a m e l e v e l o f s k i l l a n d w i l l .

L e a d e r s c a n m a t c h t a s k s t o p e o p l e w h e n t h e y k n o w t h e i r s k i l l a n d w i l l , a n d i n t h e p r o c e s s , a d a p t t h e i r l e a d e r s h i p s t y l e .

P o i n t s a n d M e s s a g e s

K e y T e a c h i n g

B r o t h e r s a r e a b l e t o e v a l u a t e a p e r s o n ’ s a b i l i t y t o a c c o m p l i s h a s p e c i f i c t a s k .

B r o t h e r s a r e a b l e t o a d a p t t h e i r l e a d e r s h i p s t y l e .

P e r f o r m a n c e O u t c o m e s

L o c a t e a q u i e t r o o m .

E n s u r e a d e q u a t e s e a t i n g .

c t i v i t y : H i g h Z e t a c r i t i c a l l y a n a l y z e a p r o j e c tI n a d v a n c e , c o n d u c t t h e e x e r c i s e y o u r s e l f . Y o u

A

c o u l d a p p l y i t t o a w o r k , c h u r c h , o r s o c i a l p r o j e c t .

B e w i l l i n g t o s h a r e a p e r s o n a l s t o r y . E . g . I t c o u l d b e a s t o r y a b o u t s o m e o n e w h o w a s h i g h l y

c a p a b l e b u t a l s o h a d l o w w i l l . D i s c u s s h o w t h e t a s k a n d t e a m w e r e a f f e c t e d . P r i n t c o p i e s o f P l o t t i n g y o u r p e e r s t o h a n d o u t . A s k t h e H i g h Z e t a t o c o m e t o t h e m e e t i n g , r e a d y t o d i s c u s s a f u t u r e p r o j e c t . S k i l l / W i l l m a t r i xH i g h Z e t a s e s s i o n

d v i s o r

A

P r e p a r a t i o n a n d M a t e r i a l s C h e c k l i s t

F a c i l i t a t o r I c o n K e y : T h e s e i c o n s w i l l g u i d e y o u r a c t i o n s a s a f a c i l i t a t o r . R e f e r e n c e t h e m a s a q u i c k r e m i n d e r o f w h a t y o u n e e d t o

d o a t e a c h s t a g e o f t h e s e s s i o n .

A c t i v i t y S e l f r e f l e c t i o n U s e a f l i p c h a r t T r a n s i t i o n s e c t i o n s

M a k e c o m m e n t s A s k q u e s t i o n s D e b r i e f G r o u p d i s c u s s i o n

I n s t r u c t i o n a l S t r a t e g i e s

I n t r o d u c e y o u r s e l f a n d w e l c o m e M e m b e r s t o t h e s e s s i o n . S h a r e a p e r s o n a l s t o r y r e g a r d i n g s k i l l a n d w i l l . E x p l a i n h o w , i n a n i d e a l w o r l d , e v e r y o n e w o u l d h a v e h i g h s k i l l a n d h i g h w i l l . N o t e , t h i s r a r e l y h a p p e n s . I n s t e a d , w i l l o f t e n f l u c t u a t e s a n d s k i l l v a r i e s a c c o r d i n g t o a n i n d i v i d u a l ’ s e x p e r i e n c e .

A s k t h e B r o t h e r s t o p r o v i d e t h e i r i n t e r p r e t a t i o n o f s k i l l a n d w i l l . E x a m p l e s c o u l d b e g r o u p p r o j e c t s , s p o r t s p r a c t i c e , a n d

p a r tt i m e j o b p e r f o r m a n c e .

S h o w a n d e x p l a i n :

T h e p a r t s o f t h e m a t r i x W h e n a n d h o w t o u s e t h e m a t r i x

U s e t h e S k i l lW i l l m a t r i x t o i d e n t i f y t h e B r o t h e r ’ s s k i l l l e v e l

a n d t h e i r w i l l i n g n e s s t o c o m p l e t e t h e s p e c i f i c t a s k . I s t h e i r s k i l l l e v e l h i g h o r l o w ? ( s k i l l i s t h e i r c a p a b i l i t y , e x p e r i e n c e a n d u n d e r s t a n d i n g ) . I s t h e i r w i l l i n g n e s s ( w i l l ) l e v e l h i g h o r l o w ? ( w i l l i s t h e i r

d e s i r e t o a c h i e v e , c o m b i n e d w i t h t h e i r l e v e l o f

K e y P o i n t s

W e l c o m e t o t h e s e s s i o n

s t i m a t e d T i m i n g

E

S u c c e s s f u l l e a d e r s a d a p t t h e i r s t y l e t o t h e

p e r s o n o r g r o u p t h e y a r e w o r k i n g w i t h ,

t a k i n g i n t o c o n s i d e r a t i o n t h e i r :

S k i l lh o w e q u i p p e d t h e p e r s o n i s f o r

t h e t a s k

W i l lh o w w i l l i n g t h e y a r e t o c a r r y o u t

t h e t a s k

E x p l a i n t h e m a t r i x

1 0 m i n . ( 1 0 m i n . t o t a l )

W h e n t o u s e t h e t o o l :

W h e n y o u a r e d e l e g a t i n g a t a s k

W h e n y o u a r e s e t t i n g u p a n e w t e a m

W h e n y o u a r e p l a n n i n g t o c o a c h a

B r o t h e r

5 min. (15 min. total)

S e e a d d i t i o n a l n o t e s p a g e a t t h e e n d o f

t h i s g u i d e f o r c h a r a c t e r i s t i c s o f e a c h

q u a d r a n t .

c o n f i d e n c e a n d r e w a r d ) . S k i l l / W i l l m a t r i xH i g h Z e t a s e s s i o n

I n s t r u c t i o n a l S t r a t e g i e s

K e y P o i n t s

L e a d e r s h i p s t y l e s

E x p l a i n f o u r l e a d e r s h i p s t y l e s :

E m p o w e r ( e n c o u r a g i n g s o m e o n e t o m a k e a u t o n o m o u s

d e c i s i o n s i n l i n e w i t h y o u r g o a l s ) . M o t i v a t e ( e n t e r i n g i n t o a d i s c u s s i o n t o b u i l d m o t i v a t i o n a n d c o n f i d e n c e l e v e l s ) .

D i r e c t ( s e t t i n g c l e a r e x p e c t a t i o n s a n d s u p p o r t ) .

G u i d e ( p r o v i d i n g t h e n e c e s s a r y t r a i n i n g , c o a c h i n g a n d

d e v e l o p m e n t ) .

B r o t h e r s t o d e t e r m i n e t h e s t y l e t h a t b e s t s u i t s e a c h

A s k

q u a d r a n t .

E x p l a i n h o w t o a d a p t y o u r l e a d e r s h i p s t y l e a c c o r d i n g t o

e a c h q u a d r a n t .

P r e p a r e t h e H i g h Z e t a t o a n a l y z e a c u r r e n t p r o j e c t :

H i g h A l p h a o u t l i n e s t h e t a s k o r p r o j e c t .

H i g h Z e t a p l o t s B r o t h e r s a c c o r d i n g t o s k i l l / w i l l . H i g h Z e t a d i s c u s s e s n e x t s t e p s a n d h o w t h e y c a n b u i l d s k i l l a n d s k i l l w i t h c e r t a i n B r o t h e r s .

B r o t h e r s f o r p a r t i c i p a t i n g i n t h e s e s s i o n .

L e a d e r s h i p s t y l e s

S e e a d d i t i o n a l n o t e s p a g e f o r m o r e

c o n t e x t i n t o e a c h l e a d e r s h i p s t y l e .

s t i m a t e d T i m i n g

E

H i g h Z e t a c r i t i c a l l y a n a l y z e a p r o j e c t

5 m i n . ( 2 0 m i n . t o t a l )

C l o s i n g T h a n k

E n s u r e a n y p i e c e s o f p a p e r t h a t p l o t B r o t h e r s a r e

r e m o v e d . S k i l l / W i l l m a t r i xH i g h Z e t a s e s s i o n

2 0 m i n . ( 4 0 m i n . t o t a l ) 5 min. (45 min. total)

A d d i t i o n a l n o t e s

H i g h S k i l l / H i g h W i l l : T h i s B r o t h e r i s b o t h s k i l l e d a n d e a g e r t o c o m p l e t e t h e n e c e s s a r y t a s k s . T h e s e i n d i v i d u a l s w i l l o f t e n b e

m o r e e x p e r i e n c e d t e a m m e m b e r s w h o r e m a i n c o m m i t t e d a n d e n t h u s e d i n t h e i r r o l e .

H i g h S k i l l / L o w W i l l : T h i s B r o t h e r c a n d o t h e j o b , b u t s e e m s u n w i l l i n g . T h i s c a n b e d u e t o a v a r i e t y o f f a c t o r s : t h e y a r e s k i l l e d a n d k n o w l e d g e a b l e , b u t a r e l o o k i n g f o r a n e w r o l e ; t h e y h a v e b e e n a f f e c t e d b y r e c e n t c h a n g e , o r t h e y h a v e t h e k n o w l e d g e a n d s k i l l s t o p e r f o r m s u c c e s s f u l l y , b u t l a c k c o n f i d e n c e i n t h e i r a b i l i t y .

S k i l l / L o w W i l l : T h e B r o t h e r i n t h i s a r e a c a n ’ t o r w o n ’ t d o t h e j o b . I n t h e f i r s t i n s t a n c e , t h i s m a y b e a n e w M e m b e r w h o h a s

L o w

s i m p l y n o t d e v e l o p e d t h e n e c e s s a r y s k i l l s . H o w e v e r , i t c o u l d a l s o b e a B r o t h e r w h o h a s b e c o m e i n c r e a s i n g l y d i s e n g a g e d a n d

L o w S k i l l / H i g h W i l l : T h i s B r o t h e r d e m o n s t r a t e s t h e d r i v e & d e s i r e t o p e r f o r m s u c c e s s f u l l y , b u t d o e s n o t p o s s e s s t h e n e c e s s a r y s k i l l s & k n o w l e d g e t o b e s u c c e s s f u l . O f t e n , i t ’ s a n e w , d e e p l y e n t h u s i a s t i c B r o t h e r . S k i l l / W i l l m a t r i xH i g h Z e t a s e s s i o n

C h a r a c t e r i s t i c s o f e a c h q u a d r a n t :

a l l o w e d t h e i r s k i l l s t o a t r o p h y .

A d d i t i o n a l n o t e s

d e r s h i p s t y l e s

S k i l l / H i g h W i l l ( E m p o w e r ) :

P r o v i d e f r e e d o m .

D e m o n s t r a t e t r u s t i n t h e m .

C r e a t e a r i s kf r e e e n v i r o n m e n ta l l o w t e s t i n g a n d p r a c t i c e t o t a k e p l a c e a n d p r o v i d e f e e d b a c k a n d p r a i s e a s t h e y g o a l o n g . W o r k w i t h t h e B r o t h e r t o p r o v i d e c l e a r t r a i n i n g t o b o o s t t h e i r d e v e l o p m e n t n e e d . S k i l l / W i l l m a t r i xH i g h Z e t a s e s s i o n

L e a

H i g h

E n c o u r a g e t h e m t o t a k e a u t o n o m o u s r e s p o n s i b i l i t y .

I n v o l v e t h e m i n d e c i s i o n m a k i n g .

S k i l l / L o w W i l l ( M o t i v a t e ) :

H i g h

U n d e r s t a n d w h a t i s d r i v i n g t h e i r b e h a v i o r .

I f t h e y a r e b o r e d o r f r u s t r a t e d s e e k t o b u i l d t h e i r s e n s e o f a c h i e v e m e n t a n d c o n t r o l , b y a s k i n g f o r t h e i r i n p u t a n d h o w t h e t a s k

c o u l d b e i m p r o v e d .

I f t h e y l a c k c o n f i d e n c e , c o n s i d e r h o w y o u c o u l d s u p p o r t t h e m .

I f t h e y f e e l i s o l a t e d o r o v e r w h e l m e d , i d e n t i f y w a y s t o h e l p .

S k i l l / L o w W i l l ( D i r e c t ) :

L o w

F o c u s o n b u i l d i n g w i l l . S e t c l e a r e x p e c t a t i o n s .

A s k t h e m w h a t t h e y w a n t t o g e t o u t o f t h e e x p e r i e n c e .

B e f i r m e r w i t h a n e x p e r i e n c e d M e m b e r, a s o p p o s e d t o a n e w M e m b e r .

F o r e x p e r i e n c e d B r o t h e r s , a s k t h e m t o r e f l e c t t h e e x a m p l e t h e y a r e s e t t i n g .

L o w S k i l l / H i g h W i l l ( G u i d e ) : P r a i s e t h e i r e n t h u s i a s m .

The trust equation

If Brot hers trust you, t hey will: Consult you on complex issues Forgive you when you make a mistake Give you the benefit of the doubt

Ask you for advice

Reflecting on trust

Enjoy being around you

Directions: This exercise requires you to reflect on the elements of trust and identify ways you can build it as a leader of your Chapter. Your ability to build trust relies on four main factors:

Credibility: The knowledge, skills, and experience you bring to the role.

Reliability: Your approach to work, the consistency of your actions, and the degree to which your behav ior aligns with the values of Lambda Chi.

Intimacy: How you display your emotions, their effect, and how Brothers feel safe sharing their emotions with you.

Self-Orientation: The degree to which you are focused on your needs over the needs of others.

Credibility

Reliability Intimacy

Self-Orientation

The trust equation

Credibility

Credibility is knowing your role. It is also being informed and sharing your knowledge in a way that is easy to understand.

Ways to build credibility:

Approach your role with motivation and commitment. Have an informed opinion. Be transparent with what you know and what you don’t know.

Reflect on a period when you were not credible on a project. (It could be in the Chapter, in college, in a job, or spor ts team)

Write 50-100 words describing the situation.

How can you build credibility in your current role?

Write 50-100 words describing the situation.

The trust equation

Reliability

Reliability is about being consistent and predictable. Keeping your word is impor tant to you.

Ways

to build reliability:

Keep small promises.

Deliver exactly what you say.

Be an example of what you expect from others.

Reflect on a period when you haven’t been reliable.

Write 50-100 words describing the situation.

How can you build reliability in your current role?

Write 50-100 words describing the situation.

The trust equation

Intimacy

If you are vulnerable, genuine, and empathetic, people will grav itate to you. Ultimately, you make people feel safe.

Ways to build intimacy:

Recognize areas of concern.

Show appreciation and celebrate success. Share personal experiences.

Reflect on a time when you were distant from others.

Write 50-100 words describing the situation.

How can you build intimacy in your current role?

Write 50-100 words describing the situation.

The trust equation

Self-Orientation

Self-orientation is about intention: whether you are focused on yourself and your needs or the needs of others. Looking good, being the hero, and being liked are all common factors that determine self-orientation.

Ways to demonstrate being focused on ot hers rat her t han self:

Ask questions and seek to understand. Ensure others get credit for their work. Do the right thing.

Reflect on a time when you were motivated for the wrong reasons.

Write 50-100 words describing the situation.

Write 50-100 words describing actions you can take. How can you demonstrate positive intent in your current role?

Applying ABC and nudges to your Chapter

Use this activity to tackle a live issue in your Chapter

'Getting Brothers motivated' is all about getting team members in the right place, at the right time, with the right skills and equipment. For every leader, it's a constant challenge. That's why planning how you'll motivate can pay dividends.

Organizational need

Put yourself in the shoes of an Officer (any of your choosing). At a Chapter level, what needs to be achieved? It could be recruiting ten new Members, or making sure the Associate Member Ceremony runs well. In the space below, enter what you believe is a pressing goal or need.

Organizational nudge

If you were directly responsible for this organizational need (above), what nudges could you use? How could you kick start awareness within the Chapter? Enter your ideas for a couple of nudges in the space below. Be as specific as possible. If it's a group text, consider what phrases you would use or evidence you would share.

Applying ABC and nudges to your Chapter

Next, consider how you'll motivate your Brothers. Remember, everyone is different. Using Autonomy, Belonging, and Competence, list some tactics under each heading below.

Autonomy

Autonomy = Freedom + Reason. It's not a free-for-all. So, how can you strengthen input and joint problem-solving? What decisions can Brothers make on their own? How can Brothers self-evaluate and adapt?

Belonging

The more Members feel connected, the stronger the Brotherhood. Self-motivated to support their peers, Brothers will work longer and harder to make the Chapter a success. What can you do to increase the sense of Brotherhood?

Competence

If Members feel they are effective or excelling at something, they are more likely to be motivated. How can you recognize and support a Brother's development? Without overwhelming the Brother, what challenges can you give? How can you empower them to take initiative? What structure will you provide?

Recruiting and Sales

Overview

Recruiting and Sales is designed for High Deltas. It focuses on equipping them with the knowledge and skills to lead the Chapter ’s recruiting effor ts.

High Delta Adv isors are essential in motivating Officers to finish the learning, aiding the High Delta in the recruiting plan, and promoting suppor t across the Chapter.

In the following pages, you will find an overv iew of Recruiting and Sales, along with exercises that can be used one-to-one, or with the whole Chapter. The key is not to follow the exercises prescriptively, but to adapt based on experience and need.

Your Guide to Recruiting and Sales

An overv iew of the the topics, exercises, assessment, and live sessions in Recruiting and Sales.

guide to creating a value proposition for the Chapter.

Recruiting and Sales

A framework of a needs-based approach to recruitment.

A worksheet to begin planning on how to involve all Members in a variety of recruitment tasks.

The recruitment toolkit

An overv iew of other recruitment resources for the High Delta and where to find them.

Your guide to: Recruiting and Sales

High Delta Role Ready, or Recruiting and Sales, builds the knowledge and skills needed to create a recruitment strategy that brings in quality Members and suppor ts long-term growth. From communicating the value the Chapter offers to identify ing your ideal Potential New Member (PNM), the lessons and activ ities in this course walk you through the key elements of any recruitment process.

In our effor t to fully equip the High Delta, the program contains an introduction and three separate topics covering Value Proposition, Consultative Sales, and Recruitment Planning. Learners must complete each of these topics, plus a final assessment, before receiv ing a digital credential, which they can then showcase on their resume and LinkedIn.

We want High Deltas, and any Officer that completes this program, to realize that the skills they are developing have far-reaching benefits.

Topics Assignment Final assessment Live sessions

You're the Head of Sales

Our introduction and overv iew of the course.

Value Proposition

Explore the value your Chapter offers and how to successfully communicate that value to Potential New Members.

Consultative Sales

Discover a sales strategy that prioritizes relationships and puts those you are recruiting first.

Recruitment Planning

Examine the key par ts of planning and considerations needed to make your Chapter's recruitment successful

Create your own value proposition

Use what you’ve learned to create your Chapter's value proposition

Common objections

Put your skills to the test and overcome objections you might hear in your next recruitment conversation.

Ideal PNM

Create your ideal Potential New Member profile.

Getting your Members involved

Find a way to involve all Members in your Chapter's recruitment.

Develop a recruitment plan

Putting their knowledge to the test, Members are asked to consider all the different aspects of a recruitment plan and lay out a successful strategy to grow a Chapter

Build your pipeline

Know how to define, connect with, and market your Chapter to your target audience.

Learn to sell

Create a value proposition and train Members to secure bids.

Long-term growth

Sustain momentum from formal recruitment to execute informal recruitment events

Create your own

Your task: Create a value proposition for your Chapter.

Using what you have learned in the previous few lessons, work to create your Chapter’s value proposition in this activity. If your Chapter already has a value proposition, complete the activity by reviewing the existing proposition and identifying areas of improvement.

Complete each of the steps below:

What are the main problems Potential New Members (PNMs) have?

What are all the benefits your Chapter offers?

What makes these benefits valuable to PNMs?

What specific benefits can solve PNMs main problems?

What makes your Chapter different from other organizations that may provide the same benefits?

Keep in mind:

Length is important – You want it to be short and impactful like the example from Uber and Lambda Chi Alpha. Everyone should know it – Chapter Members should be able to learn, remember, and use it in a pitch to PNMs It is only as good as your reputation – When students think of your Chapter you want them to see your value proposition in action It needs to align with your brand – Is what you are promising going to be delivered?

Additional questions to keep you thinking:

What does your Chapter offer that is unique?

Why did you join and would you ask someone else to join for the same reason? What does your Chapter want to be known for?

Use this formula to help you write your value proposition

"We help (X) do (Y) by doing (Z)"

(X) - Your audience. Who do you help?

(Y) - The outcome. What will they do?

(Z) - Your actions. What does your Chapter offer?

Your Chapter's value proposition:

Call to action:

Once you have created your Chapter's value proposition, post it in the comments on the submission page, and if you are having trouble coming up with one, look there for inspiration!

V a l u e p r o p o s i t i o nC h a p t e r s e s s i o n

c t i v i t y i n R e c r u i t i n g

c i l i t a t i o n g u i d e h e l p s b u i l d o n t h e C r e a t e y o u r o w n v a l u e p r o p o s i t i o n a

T h i s f a

C h a p t e rw i d e l e a r n i n g o p p o r t u n i t y f o r a l l M e m b e r s a n d n o t

a n d S a l e s . I t s o b j e c t i v e i s t o c r e a t e a

C h i A c a d e m y .

L a m b d a

j u s t t h e H i g h D e l t a o r a n y o n e w h o h a s c o m p l e t e d t h i s l e s s o n i n t h e

P o i n t s a n d M e s s a g e s

K e y T e a c h i n g

I d e n t i f y a n s w e r s t o t h e q u e s t i o n s p o s e d i n t h e C r e a t e y o u r o w n v a l u e p r o p o s i t i o n a c t i v i t y .

C o n s t r u c t a s i n g l e s h a r e d v a l u e p r o p o s i t i o n t h e C h a p t e r w i l l r e f e r e n c e d u r i n g r e c r u i t m e n t .

1 . L o c a t e a q u i e t r o o m .

2 . E n s u r e a d e q u a t e s e a t i n g .

3 . N o t e t a k i n g s p a c e . P r e f e r a b l y a w h i t e b o a r d a n d m a r k e r s o r a c o m p u t e r a n d p r o j e c t o r .

4 . A c t i v i t y : C r e a t e y o u r o w n –S e n d a m e s s a g e t o M e m b e r s a s k i n g t h e m t o c o m p l e t e t h e “ C r e a t e

y o u r o w n ” w o r k s h e e t i n t h e v a l u e p r o p o s i t i o n t o p i c o f R e c r u i t i n g a n d S a l e s a n d b r i n g i t w i t h

t h e m t o t h e s e s s i o n .

P e r f o r m a n c e O u t c o m e s

P r e p a r a t i o n a n d M a t e r i a l s C h e c k l i s t

F a c i l i t a t o r I c o n K e y : T h e s e i c o n s w i l l g u i d e y o u r a c t i o n s a s a f a c i l i t a t o r . R e f e r e n c e t h e m a s a q u i c k r e m i n d e r o f w h a t y o u n e e d t o

d o a t e a c h s t a g e o f t h e s e s s i o n .

U s e a f l i p c h a r t T r a n s i t i o n s e c t i o n s

A c t i v i t y S e l f r e f l e c t i o n

D e b r i e f G r o u p d i s c u s s i o n

M a k e c o m m e n t s A s k q u e s t i o n s

I n s t r u c t i o n a l S t r a t e g i e s

I n t r o d u c e y o u r s e l f a n d w e l c o m e M e m b e r s t o t h e s e s s i o n .

I c e b r e a k e r S c e n a r i o t o r e a d a l o u d :

K e y P o i n t s

E s t i m a t e d T i m i n g

1 0 0 b o o t h s , b u t y o u o n l y h a v e t i m e t o v i s i t t h r e e . W h a t a r e y o u l o o k i n g f o r t h a t w o u l d m a k e

“ I m a g i n e y o u ’ r e w a l k i n g a r o u n d a s t u d e n t o r g a n i z a t i o n f a i r . T h e r e a r e

y o u s t o p a n d a c t u a l l y t a l k t o s o m e o n e ? ”

I n s t r u c t i o n s : B r e a k i n t o s m a l l g r o u p s o f 3 –4 .

E a c h M e m b e r s h a r e s 1 –2 t h i n g s t h a t w o u l d m a k e t h e m s t o p a t a b o o t h .

( E x a m p l e s : f r i e n d l y p e o p l e , c o o l m i s s i o n , f r e e s t u f f , c a r e e r n e t w o r k i n g ) .

S a y : “ S o , y o u ’ v e s t o p p e d a t t h e b o o t h a n d a r e t a l k i n g t o a r e p r e s e n t a t i v e — b u t w h y w o u l d y o u a c t u a l l y j o i n ? ”

T a s k : E a c h g r o u p i d e n t i f i e s a n d a g r e e s o n t h e i r t o p t h r e e r e a s o n s p e o p l e j o i n a n o r g a n i z a t i o n i n g e n e r a l .

G r o u p s r e p o r t b a c k t o t h e r o o m .

A s g r o u p s s h a r e , w r i t e t h e i r t o p r e a s o n s o n a b o a r d o r s l i d e — c o n s o l i d a t e

d u p l i c a t e s a n d h i g h l i g h t c o m m o n t h e m e s . V a l u e p r o p o s i t i o nC h a p t e r s e s s i o n

1 0 m i n . W e l c o m e t o t h e s e s s i o n

I n s t r u c t i o n a l S t r a t e g i e s

V a l u e p r o p o s i t i o nC h a p t e r s e s s i o n

T r a n s i t i o n : “ Y o u a l l j u s t l i s t e d t h e t h i n g s t h a t m a k e p e o p l e w a n t t o j o i n s o m e t h i n g , a n d m a n y , i f n o t a l l , o f t h e m a r e t h i n g s t h i s C h a p t e r o f f e r s .

C o m m u n i c a t i n g w h a t w e o f f e r i s a t t h e h e a r t o f a n y v a l u e p r o p o s i t i o n . ”

S a y : “ A v a l u e p r o p o s i t i o n i s a c l e a r, c o n c i s e s t a t e m e n t t h a t e x p l a i n s w h a t m a k e s

o u r C h a p t e r v a l u a b l e t o P o t e n t i a l N e w M e m b e r s ( P N M s ) . I t a n s w e r s t h e q u e s t i o n :

W h y u s ? ”

R e i n f o r c e t h a t a s t r o n g v a l u e p r o p o s i t i o n s h o u l d :

H i g h l i g h t w h a t s e t s y o u a p a r t .

B e c o n s i s t e n t a n d r e p e a t a b l e b y a n y M e m b e r .

A l i g n w i t h t h e t y p e o f M e m b e r y o u w a n t t o a t t r a c t .

B .

I n s t r u c t i o n s : 1 . S p l i t t h e r o o m i n t o t w o h a l v e s : s i d e A a n d s i d e

2 . D i v i d e e a c h h a l f o f t h e r o o m i n t o e q u a l l y s i z e d g r o u p s o f a b o u t 36 .

K e y P o i n t s

E s t i m a t e d T i m i n g

1 0 m i n . W e l c o m e t o t h e s e s s i o n ( c o n t . )

D e f i n e a v a l u e p r o p o s i t i o n

3 m i n . ( 1 3 m i n . t o t a l )

2 0 m i n . ( 3 3 m i n . ) t o t a l G r o u p a c t i v i t y : p r o b l e m s a n d b e n e f i t s

I n s t r u c t i o n a l S t r a t e g i e s

V a l u e p r o p o s i t i o nC h a p t e r s e s s i o n

K e y P o i n t s

E s t i m a t e d T i m i n g

S i d e A g r o u p s : A n s w e r t h e q u e s t i o n :

“ W h a t a r e t h e m a i n p r o b l e m s o r c h a l l e n g e s P N M s f a c e o n c a m p u s ? ”

( E x a m p l e s : f e e l i n g i s o l a t e d , w a n t i n g t o f i n d t h e i r p e o p l e , n e e d i n g l e a d e r s h i p e x p e r i e n c e , s t r u g g l i n g w i t h t i m e m a n a g e m e n t ) .

S i d e B g r o u p s : A n s w e r t h e q u e s t i o n :

“ W h a t b e n e f i t s d o e s o u r C h a p t e r o f f e r t h a t w o u l d a p p e a l t o a P N M ? ”

( E x a m p l e s : m e n t o r s h i p , s o c i a l e v e n t s , s e r v i c e o p p o r t u n i t i e s , l e a d e r s h i p r o l e s , a c a d e m i c s u p p o r t ) .

I f t h e y h a v e c o m p l e t e d t h e C r e a t e y o u r o w n w o r k s h e e t i n R e c r u i t i n g a n d

S a l e s , e n c o u r a g e t h e m t o u s e i t h e r e t o h e l p t h e g r o u p g e n e r a t e t h e i r l i s t .

B r i n g t h e r o o m b a c k t o g e t h e r :

A s k o n e g r o u p a t a t i m e t o s h a r e t h e i r l i s t .

W r i t e S i d e A ' s r e s p o n s e s o n t h e l e f t s i d e o f a b o a r d o r s h a r e d s c r e e n .

W r i t e S i d e B ' s r e s p o n s e s o n t h e r i g h t s i d e .

C o m b i n e a n d c o n s o l i d a t e s i m i l a r i d e a s , u s i n g c h e c k m a r k s t o h i g h l i g h t

c o m m o n a l i t i e s a c r o s s g r o u p s .

2 0 m i n . ( 3 3 m i n . ) t o t a l G r o u p a c t i v i t y : p r o b l e m s a n d b e n e f i t s ( c o n t . )

I n s t r u c t i o n a l S t r a t e g i e s

V a l u e p r o p o s i t i o nC h a p t e r s e s s i o n

T a s k : A s k g r o u p s t o t h i n k o f t h e b e n e f i t s t h e C h a p t e r o f f e r s a s s o l u t i o n s t o t h e p r o b l e m s P N M s f a c e . T h e n i n s t r u c t t h e m t o m a t c h t h e t o p c h a l l e n g e s w i t h t h e t o p b e n e f i t s y o u r C h a p t e r o f f e r s .

C h i

I d e n t i f y t h e b e s t “ p r o b l e mt os o l u t i o n ” p a i r i n g s t h a t s h o w h o w L a m b d a

A l p h a m e e t s r e a l n e e d s s t u d e n t s h a v e .

A s k : “ D o e s a n y o t h e r o r g a n i z a t i o n o n c a m p u s o f f e r t h i s s o l u t i o n i n t h e s a m e w a y

W h a t m a k e s o u r v e r s i o n u n i q u e ? ”

w e d o ?

S a y : N o w t h a t y o u ’ v e i d e n t i f i e d y o u r t o p p a i r i n g s a n d w h a t s e t s y o u a p a r t , a s k

g r o u p s t o w o r k t o g e t h e r t o d r a f t a o n es e n t e n c e v a l u e p r o p o s i t i o n u s i n g t h i s

s t r u c t u r e : “ W e h e l p y o u n g m e n w h o [ p r o b l e m t h e y f a c e ] b y [ w h a t w e o f f e r ] s o t h e y c a n [ b e n e f i t / i m p a c t ] . ”

E x a m p l e : “ W e h e l p y o u n g m e n w h o a r e l o o k i n g f o r c a r e e r s a f t e r c o l l e g e b y

o f f e r i n g c o n n e c t i o n s t o o u r A l u m n i n e t w o r k s o t h e y c a n b e s t p r o p e l t h e m s e l v e s

t o a s u c c e s s f u l l i f e a f t e r g r a d u a t i o n .

H a v e a f e w g r o u p s t o s h a r e t h e i r v a l u e p r o p o s i t i o n s a n d h o l d a v o t e t o d e t e r m i n e

t h e w i n n e r .

K e y P o i n t s

E s t i m a t e d T i m i n g

C o n n e c t p r o b l e m s t o s o l u t i o n s ( b e n e f i t s )

1 0 m i n . ( 4 3 m i n . ) t o t a l

D r a f t y o u r v a l u e p r o p o s i t i o n

1 0 m i n . ( 5 3 m i n . ) t o t a l

I n s t r u c t i o n a l S t r a t e g i e s

V a l u e p r o p o s i t i o nC h a p t e r s e s s i o n

E v e r y a u d i e n c e i s

W r a p u p b y e m p h a s i z i n g : T h i s m e s s a g e i s n ’ t o n es i z ef i t sa l l .

d i f f e r e n t — f r i e n d s , P N M s , p a r e n t s , c a m p u s p r o f e s s i o n a l s — s o y o u n e e d t o

t a i l o r h o w y o u s h a r e t h e v a l u e b a s e d o n w h o y o u ’ r e t a l k i n g t o a n d w h a t y o u t h e y

a r e l o o k i n g f o r .

A s k t h e f o l l o w i n g d e b r i e f q u e s t i o n s t o t h e r o o m :

W h a t s t o o d o u t t o y o u t h e m o s t d u r i n g o u r s e s s i o n ?

H o w l o n g d o y o u t h i n k i t w i l l b e b e f o r e y o u n e e d t o r e v i s i t a n d r e v i s e y o u r

v a l u e p r o p o s i t i o n ?

W h a t c o u l d c a u s e i t t o c h a n g e ?

C a l l t o a c t i o n : I d e n t i f y a n o t h e r m a n o n c a m p u s w h o ’ s n o t i n a f r a t e r n i t y .

C h a l l e n g e y o u r s e l f t o h a v e a c o n v e r s a t i o n w i t h h i m a n d s h a r e t h e C h a p t e r ’ s

K e y P o i n t s

E s t i m a t e d T i m i n g

C o n c l u s i o n

1 5 m i n . ( 6 8 m i n . ) t o t a l

H i g h D e l t a

v a l u e p r o p o s i t i o n f o r a p r o b l e m h e ’ s c u r r e n t l y f a c i n g . A f t e r t h e c o n v e r s a t i o n , a d d h i s c o n t a c t i n f o r m a t i o n t o t h e r e c r u i t m e n t n a m e s l i s t o r s e n d i t t o t h e

( R e c r u i t m e n t C h a i r m a n ) .

Overcome these objections

The common objection

When you can predict a Potential New Member’s (PNM) objections you are better positioned to overcome them. This creates a clearer path forward and brings you closer to a signed bid. Read each objection below and determine what type of objection it is:

No need

No money

No hurry

No desire

No trust

Then write out what you would say to begin overcoming that objection.

Objection #1: My sole focus is on class, and I’ve already got good grades, so I don’t see how joining a fraternity could help.”

Type of objection:

Your response to overcome this objection:

Objection #2: “I am working part-time right now to help pay for my apartment, and I’m sure that I can’t afford dues.”

Type of objection:

Your response to overcome this objection:

Overcome these objections

Objection #3: “Oh, this a fraternity? Nah, I’m good. I want to join an organization that would help my resume, not party all the time and be hazed.”

Type of objection:

Your response to overcome this objection:

Objection #4: “I want to wait for a semester. It's already late into the current term, and we only have a month and a half left. I’ll think about joining again when we get back from break.”

Type of objection:

Your response to overcome this objection:

Objection #5: “I am an upperclassman and about to graduate in a semester or two. What you have shared sounds great, but I don’t really see the point in joining for only a year.”

Type of objection:

Your response to overcome this objection:

O v e r c o m i n g o b j e c t i o n sC h a p t e r s e s s i o n

c r u i t i n g a n d S a l e s . I t s

c i l i t a t i o n g u i d e h e l p s b u i l d o n t h e O v e r c o m i n g o b j e c t i o n s a c t i v i t y i n R e

T h i s f a

C h a p t e rw i d e l e a r n i n g o p p o r t u n i t y f o r a l l M e m b e r s a n d n o t j u s t t h e H i g h

o b j e c t i v e i s t o c r e a t e a

C h i A c a d e m y .

D e l t a o r a n y o n e w h o h a s c o m p l e t e d t h i s l e s s o n i n t h e L a m b d a

P o i n t s a n d M e s s a g e s

K e y T e a c h i n g

P o t e n t i a l N e w

I d e n t i f y t h e d i f f e r e n t t y p e s o f o b j e c t i o n s .

D i s t i n g u i s h b e t w e e n g o o d a n d b a d r e s p o n s e s t o h a n d l e o b j e c t i o n s f r o m

M e m b e r s .

P e r f o r m a n c e O u t c o m e s

C a r d s a g a i n s t

L o c a t e a q u i e t r o o m .

E n s u r e a d e q u a t e s e a t i n g .

I n d e x c a r d s a n d p e n s o r a d i g i t a l s u b m i s s i o n m e t h o d f o r t h e s e s s i o n ' s a c t i v i t y

P r e p a r a t i o n

A d v i s o r

r e c r u i t m e n t .

A c t i v i t y : O v e r c o m i n g o b j e c t i o n s –S e n d a m e s s a g e t o M e m b e r s a s k i n g t h e m t o c o m p l e t e t h e

O v e r c o m i n g o b j e c t i o n s w o r k s h e e t i n t h e C o n s u l t a t i v e s a l e s t o p i c o f R e c r u i t i n g a n d S a l e s a n d

b r i n g i t w i t h t h e m t o t h e s e s s i o n .

a n d M a t e r i a l s

C h e c k l i s t

F a c i l i t a t o r I c o n K e y : T h e s e i c o n s w i l l g u i d e y o u r a c t i o n s a s a f a c i l i t a t o r . R e f e r e n c e t h e m a s a q u i c k r e m i n d e r o f w h a t y o u n e e d t o

d o a t e a c h s t a g e o f t h e s e s s i o n .

T r a n s i t i o n s e c t i o n s

U s e a f l i p c h a r t

A c t i v i t y S e l f r e f l e c t i o n

D e b r i e f G r o u p d i s c u s s i o n

A s k q u e s t i o n s

M a k e c o m m e n t s

O v e r c o m i n g o b j e c t i o n sC h a p t e r s e s s i o n

I n s t r u c t i o n a l S t r a t e g i e s

I n t r o d u c e y o u r s e l f a n d w e l c o m e M e m b e r s t o t h e s e s s i o n .

I c e b r e a k e r A s k : " T h i n k o f a t i m e w h e n y o u w e r e s k e p t i c a l a b o u t j o i n i n g s o m e t h i n g n e w —

w h a t w a s y o u r h e s i t a t i o n ? " P o p c o r ns t y l e s h a r e ( 1 –2 m i n u t e s o f d i s c u s s i o n ) .

T r a n s i t i o n : " I n r e c r u i t m e n t , w e o f t e n r u n i n t o p e o p l e w h o a r e n ’ t s u r e a b o u t

j o i n i n g L a m b d a C h i . T o d a y , w e ’ r e g o i n g t o l e a r n h o w t o r e s p o n d t o t h o s e

h e s i t a t i o n s u s i n g t h e f i v e m o s t c o m m o n t y p e s o f o b j e c t i o n s . "

S h a r e e a c h o f t h e o b j e c t i o n s b e l o w w i t h t h e r o o m . N o N e e d T h e y d o n ’ t t h i n k i t s o l v e s a p r o b l e m f o r t h e m .

W h a t y o u m a y h e a r : “ I ’ m a l r e a d y i n v o l v e d i n o t h e r s t u f f . ”

R e s p o n d b y d i s c u s s i n g o p p o r t u n i t i e s . E x a m p l e : " T h a t ’s a w e s o m e ! J o i n i n g c a n a d d t o w h a t y o u ’ r e a l r e a d y

d o i n g , n o t t a k e a w a y f r o m i t . W e o f f e r l e a d e r s h i p a n d s e r v i c e

o p p o r t u n i t i e s t h a t c o m p l e m e n t o t h e r i n v o l v e m e n t . "

E s t i m a t e d T i m i n g K e y P o i n t s

2 m i n . W e l c o m e t o t h e s e s s i o n

I n t r o d u c e t h e f i v e t y p e s o f o b j e c t i o n s

8 m i n . ( 1 0 m i n . t o t a l )

O v e r c o m i n g o b j e c t i o n sC h a p t e r s e s s i o n

I n s t r u c t i o n a l S t r a t e g i e s

K e y P o i n t s

E s t i m a t e d T i m i n g

N o M o n e y T h e y ’ r e c o n c e r n e d a b o u t c o s t .

W h a t y o u m a y h e a r : “ I c a n ’ t a f f o r d d u e s . ”

R e s p o n d b y d i s c u s s i n g v a l u e .

E x a m p l e : " T o t a l l y u n d e r s t a n d a b l e . M a n y o f o u r M e m b e r s f e l t t h e s a m e w a y a t

f i r s t . L e t ’ s t a l k t h r o u g h p a y m e n t p l a n s , s c h o l a r s h i p s , a n d t h e v a l u e y o u c a n g e t i n

r e t u r n . "

N o H u r r y T h e y d o n ’ t f e e l u r g e n t .

W h a t y o u m a y h e a r : “ M a y b e I ’ l l j o i n n e x t s e m e s t e r . ”

R e s p o n d b y d i s c u s s i n g w h a t t h e y m i g h t m i s s .

E x a m p l e : " N e x t s e m e s t e r i s a n o p t i o n , b u t g e t t i n g y o u r f o o t i n t h e d o o r n o w w i l l

o p e n u p a l o t m o r e o p p o r t u n i t i e s , l i k e l e a d e r s h i p r o l e s i n t h e u p c o m i n g y e a r . ”

D e s i r e T h e y ’ r e n o t i n t e r e s t e d o r d o n ’ t s e e t h e v a l u e .

N o

W h a t y o u m a y h e a r : “ I t ’ s j u s t n o t m y t h i n g . ”

R e s p o n d b y d i s c u s s i n g M e m b e r e x p e r i e n c e s .

E x a m p l e : " I u s e d t o f e e l t h e s a m e u n t i l I s a w h o w t h i s g r o u p h e l p e d m e g r o w a n d

o p e n e d n e w d o o r s . M i n d i f I s h a r e w h a t c h a n g e d m y m i n d ? "

I n t r o d u c e t h e f i v e t y p e s o f o b j e c t i o n s ( c o n t . )

8 min. (10 min. total)

O v e r c o m i n g o b j e c t i o n sC h a p t e r s e s s i o n

I n s t r u c t i o n a l S t r a t e g i e s

N o T r u s t T h e y d o n ’ t b e l i e v e i n t h e C h a p t e r y e t . W h a t y o u m a y h e a r : “ I ’ v e h e a r d b a d t h i n g s a b o u t f r a t e r n i t i e s . ” R e s p o n d b y d i s c u s s i n g c r e d i b i l i t y . E x a m p l e : " T h a t m a k e s s e n s e , t h e r e ’ s a l o t o u t t h e r e . B u t o u r C h a p t e r i s

d i f f e r e n t . I f y o u ’ r e o p e n t o i t , I ’ d l o v e t o h a v e y o u t a l k w i t h s o m e c a m p u s

f a c u l t y a b o u t o u r C h a p t e r t o g e t t h e i r p e r s p e c t i v e . ”

A c t i v i t y : C a r d s a g a i n s t r e c r u i t m e n t

F o r m g r o u p s o f f i v e p a r t i c i p a n t s o r f e w e r .

I n f o r m a l l t e a m s t h a t t h e y w i l l b e c r e a t i n g r e s p o n s e s t o a d d r e s s o b j e c t i o n s t h e y a r e l i k e l y t o e n c o u n t e r d u r i n g r e c r u i t m e n t .

P r o v i d e e a c h t e a m w i t h b l a n k r e s p o n s e c a r d s ( o r o f f e r a d i g i t a l m e t h o d f o r a n o n y m o u s s u b m i s s i o n ) .

K e y P o i n t s

E s t i m a t e d T i m i n g

I n t r o d u c e t h e f i v e t y p e s o f o b j e c t i o n s ( c o n t . )

8 m i n . ( 1 0 m i n . t o t a l )

C a r d s a g a i n s t r e c r u i t m e n t G a m e s e t u p

3 m i n . ( 1 3 m i n . t o t a l )

O v e r c o m i n g o b j e c t i o n sC h a p t e r s e s s i o n

I n s t r u c t i o n a l S t r a t e g i e s

( R e c o m m e n d 45 r o u n d s , 67 m i n u t e s e a c h )

I n s t r u c t i o n s : 1 . F a c i l i t a t o r r e a d s o n e o b j e c t i o n f r o m t h e l i s t i n t h e a d d i t i o n a l n o t e s s e c t i o n f o u n d a t t h e e n d o f t h i s f a c i l i t a t o r g u i d e . 2 . T e a m s w r i t e o r t y p e a r e s p o n s e a n d s u b m i t i t a n o n y m o u s l y . 3 . T h e f a c i l i t a t o r r e a d s a l l r e s p o n s e s a l o u d , a n d t h e H i g h D e l t a

( R e c r u i t m e n t C h a i r m a n ) p i c k s t h e w i n n e r .

4 . F a c i l i t a t o r p a u s e s a n d l e a d s a s h o r t d e b r i e f , s e l e c t i n g a f e w o f t h e

q u e s t i o n s b e l o w t o a s k t h e r o o m ( 1 –2 m i n s ) :

W h a t t y p e o f o b j e c t i o n w a s i t ?

W h a t m a d e t h i s r e s p o n s e s t a n d o u t ?

H o w w o u l d t h a t r e s p o n s e l a n d w i t h a r e a l P N M ?

D o w e n e e d b o t h ?

W a s t h i s r e s p o n s e a p p e a l i n g t o e m o t i o n o r l o g i c ?

A r e t h e r e a n y e l e m e n t s y o u m i g h t i n c o r p o r a t e f r o m a l o s i n g s u b m i s s i o n t o m a k e o u r w i n n i n g r e s p o n s e e v e n s t r o n g e r ?

R e p e a t t h e s e s t e p s t o c o m p l e t e t h e d e s i r e d n u m b e r o f r o u n d s .

E s t i m a t e d T i m i n g K e y P o i n t s

C a r d s a g a i n s t r e c r u i t m e n t G a m e p l a y

3 0 m i n . ( 4 3 m i n . ) t o t a l

I n s t r u c t i o n a l S t r a t e g i e s

K e y P o i n t s

E s t i m a t e d T i m i n g

b e c o m e m o r e

c a n y o u

H o w

D e b r i e f A s k : W h a t t y p e s o f o b j e c t i o n s d o y o u s t r u g g l e w i t h ?

c o n f i d e n t a d d r e s s i n g t h e m w i t h P N M s ?

W h a t i s o n e t h i n g y o u h e a r d t o d a y t h a t y o u p l a n t o u s e i n f u t u r e r e c r u i t m e n t

c o n v e r s a t i o n s ?

K e y T a k e a w a y s :

S a y : T h e b e s t r e c r u i t e r s l i s t e n f i r s t , t h e n p r o v i d e p e r s o n a l i z e d r e s p o n s e s .

H a v i n g p r e p a r e d w a y s t o r e s p o n d m a k e s y o u m o r e c o n f i d e n t a n d m o r e e f f e c t i v e . C a l l t o a c t i o n : B e f o r e y o u r n e x t r e c r u i t m e n t c o n v e r s a t i o n , r e m e m b e r t o p r e p a r e a n d r e f l e c t o n

t h i s e x e r c i s e t o i m p r o v e y o u r a b i l i t y t o o v e r c o m e o b j e c t i o n s . O v e r c o m i n g o b j e c t i o n sC h a p t e r s e s s i o n

C o n c l u s i o n

1 5 m i n . ( 6 8 m i n . ) t o t a l

C a r d s a g a i n s t r e c r u i t m e n t o b j e c t i o n l i s t

T y p e o f o b j e c t i o n ( f o r f a c i l i t a t o r o n l y )

N o n e e d

S i t u a t i o n

D r e w i s a s o p h o m o r e i n v o l v e d i n s t u d e n t g o v e r n m e n t a n d t h e e n v i r o n m e n t a l c l u b . H e e n j o y s

b e i n g b u s y a n d f e e l s l i k e h e a l r e a d y h a s a g r e a t c a m p u s n e t w o r k .

N o n e e d

I n y o u r m o s t r e c e n t c o n v e r s a t i o n , h e m e n t i o n e d : “ I a l r e a d y h a v e a l o t o n m y p l a t e , a n d I d o n ’ t

t h i n k I n e e d s o m e t h i n g l i k e t h i s . ”

S a m p l a y s i n t r a m u r a l s o c c e r a n d i s i n a p r o f e s s i o n a l f r a t e r n i t y . H e f e e l s f u l f i l l e d s o c i a l l y a n d

p r o f e s s i o n a l l y .

I n y o u r m o s t r e c e n t c o n v e r s a t i o n , h e m e n t i o n e d : “ I j u s t d o n ’ t r e a l l y s e e w h a t m o r e I ’ d g e t o u t

o f j o i n i n g . ”

N o n e e d

J a s o n h a s a t i g h tk n i t f r i e n d g r o u p f r o m h i s d o r m a n d d o e s n ’ t f e e l l i k e h e ’ s m i s s i n g a n y t h i n g

s o c i a l l y . I n y o u r m o s t r e c e n t c o n v e r s a t i o n , h e m e n t i o n e d : “ I a l r e a d y h a v e f r i e n d s a n d I ’ m n o t r e a l l y

l o o k i n g t o j o i n a n y t h i n g n e w . ”

N o n e e d

A v e r y i s f o c u s e d o n a c a d e m i c s a n d b e l i e v e s h i s s t u d y g r o u p g i v e s h i m e v e r y t h i n g t h e y n e e d i n

t e r m s o f s u p p o r t .

I n y o u r m o s t r e c e n t c o n v e r s a t i o n , h e m e n t i o n e d : “ M y s t u d y g r o u p i s r e a l l y c l o s e ; I d o n ’ t r e a l l y

n e e d a f r a t e r n i t y . ”

C a r d s a g a i n s t r e c r u i t m e n t o b j e c t i o n l i s t

T y p e o f o b j e c t i o n ( f o r f a c i l i t a t o r o n l y )

N o m o n e y

S i t u a t i o n

B r o t h e r h o o d b u t

L u i s i s w o r k i n g p a r tt i m e a n d s e n d i n g m o n e y h o m e . H e ’ s i n t e r e s t e d i n t h e

w o r r i e d a b o u t c o s t . I n y o u r m o s t r e c e n t c o n v e r s a t i o n , h e m e n t i o n e d : “ H o n e s t l y , I d o n ’ t t h i n k I c a n a f f o r d i t . ”

N o m o n e y

M i k e w a s r a i s e d t o b e f i n a n c i a l l y i n d e p e n d e n t a n d p a y s h i s o w n w a y t h r o u g h s c h o o l . H e ’ s

b u d g e tc o n s c i o u s a n d c a r e f u l .

I n y o u r m o s t r e c e n t c o n v e r s a t i o n , h e m e n t i o n e d : “ I t s o u n d s g r e a t , b u t d u e s j u s t a r e n ’ t i n m y

b u d g e t . ”

N o m o n e y

T y l e r i s o n a s c h o l a r s h i p t h a t c o v e r s e s s e n t i a l s b u t d o e s n ’ t l e a v e m u c h e x t r a . H e ’ s w o r r i e d

a b o u t u n e x p e c t e d c o s t s .

I n y o u r m o s t r e c e n t c o n v e r s a t i o n , h e m e n t i o n e d : “ I d o n ’ t w a n t t o c o m m i t t o s o m e t h i n g t h a t

m i g h t c o s t m o r e t h a n I e x p e c t . ”

N o m o n e y

R y a n h a s h e a r d r u m o r s a b o u t “ h i d d e n f e e s ” i n G r e e k l i f e . H e ’ s s k e p t i c a l a b o u t f i n a n c i a l

t r a n s p a r e n c y . I n y o u r m o s t r e c e n t c o n v e r s a t i o n , h e m e n t i o n e d : “ I s n ’ t t h e r e a l w a y s s o m e t h i n g e x t r a y o u h a v e

t o p a y f o r ? ”

T y p e o f o b j e c t i o n ( f o r f a c i l i t a t o r o n l y )

N o h u r r y

N o h u r r y

S i t u a t i o n

B e n j u s t s t a r t e d h i s f i r s t s e m e s t e r a n d w a n t s t o g e t s e t t l e d b e f o r e c o m m i t t i n g t o a n y t h i n g .

I n y o u r m o s t r e c e n t c o n v e r s a t i o n , h e m e n t i o n e d : “ I ’ m n o t s a y i n g n o I ’ m j u s t n o t r e a d y y e t . ”

E d d i e i s c o n s i d e r i n g r u s h i n g w i t h a f e w o f h i s f r i e n d s n e x t s e m e s t e r . H e w a n t s t o “ s h o p a r o u n d ”

a n d s e e w h a t e v e r y o n e i s a l l a b o u t .

I n y o u r m o s t r e c e n t c o n v e r s a t i o n , h e m e n t i o n e d : “ I k i n d o f w a n t t o s e e w h a t e l s e i s o u t t h e r e

b e f o r e I d e c i d e . ”

N o h u r r y

N o h u r r y C a r d s a g a i n s t r e c r u i t m e n t o b j e c t i o n l i s t

M a r c u s i s a f r e s h m a n a n d w a n t s t o w a i t a n d s e e h o w h i s a c a d e m i c s g o b e f o r e j o i n i n g

a n y t h i n g . I n y o u r m o s t r e c e n t c o n v e r s a t i o n , h e m e n t i o n e d : “ I f I m a k e i t t h r o u g h t h i s s e m e s t e r , I ’ l l t h i n k

a b o u t j o i n i n g o n c e w e g e t b a c k f r o m b r e a k . ”

N o a h s a y s h e ’ s i n t e r e s t e d b u t h a s n ’ t b e e n t o a n y e v e n t s e v e n t h o u g h h e h a s r e c e i v e d m a n y

r e c e n t i n v i t a t i o n s f r o m B r o t h e r s .

I n y o u r m o s t r e c e n t c o n v e r s a t i o n , h e m e n t i o n e d : “ I ’ l l p r o b a b l y c o m e t o s o m e t h i n g l a t e r , I j u s t

h a v e n ’ t g o t t e n a r o u n d t o i t . ”

C a r d s a g a i n s t r e c r u i t m e n t o b j e c t i o n l i s t

S i t u a t i o n T y p e o f o b j e c t i o n ( f o r f a c i l i t a t o r o n l y )

N o d e s i r e

i n t o . H e d o e s n ’ t s e e t h e p o i n t i n

J u l i a n a s s o c i a t e s f r a t e r n i t i e s w i t h p a r t i e s , w h i c h h e ’ s n o t

j o i n i n g a f t e r v i s i t i n g o t h e r c h a p t e r s a n d a l l t h e y t a l k e d a b o u t w a s h o w t h e y p a r t y a l l t h e t i m e .

I n y o u r m o s t r e c e n t c o n v e r s a t i o n , h e m e n t i o n e d : “ I d o n ’ t r e a l l y s e e m y s e l f i n G r e e k l i f e . I t ’ s j u s t

n o t m y v i b e . ”

N o d e s i r e

M a t t i s f o c u s e d o n r e s e a r c h a n d i s a g r a d s t u d e n t a t t h e u n i v e r s i t y . H e d o e s n o t t h i n k h e w o u l d h a v e m u c h i n c o m m o n w i t h t h e u n d e r g r a d u a t e B r o t h e r s .

I n y o u r m o s t r e c e n t c o n v e r s a t i o n , h e m e n t i o n e d : “ I ’ m m o r e a c a d e m i c . I d o n ’ t t h i n k t h i s r e a l l y

l i n e s u p w i t h w h a t I ’ m d o i n g . ”

N o d e s i r e

H a y d e n i s i n t r o v e r t e d a n d a s s u m e s f r a t e r n i t i e s a r e l o u d a n d e x t r o v e r t e d s p a c e s .

N o d e s i r e

I n y o u r m o s t r e c e n t c o n v e r s a t i o n , h e m e n t i o n e d : “ I ’ m n o t a b i g g r o u p p e r s o n . I ’ d r a t h e r s t i c k t o

s m a l l c i r c l e s . ”

L i a m t h i n k s j o i n i n g a f r a t e r n i t y i s t o o m u c h o f a t i m e c o m m i t m e n t .

I n y o u r m o s t r e c e n t c o n v e r s a t i o n , h e m e n t i o n e d : “ I l i k e h a v i n g m y w e e k e n d s f r e e a n d I d o n ’ t

w a n t t o f e e l l o c k e d i n . ”

C a r d s a g a i n s t r e c r u i t m e n t o b j e c t i o n l i s t

S i t u a t i o n T y p e o f o b j e c t i o n ( f o r f a c i l i t a t o r o n l y )

N o t r u s t

J o r d a n h a d a c o u s i n i n a d i f f e r e n t f r a t e r n i t y w h o h a d a n e g a t i v e e x p e r i e n c e w i t h h a z i n g .

I n y o u r m o s t r e c e n t c o n v e r s a t i o n , h e m e n t i o n e d : “ I ’ v e h e a r d s t o r i e s , a n d I d o n ’ t w a n t t o g e t

c a u g h t u p i n t h a t . ”

N o t r u s t

J o h n s a w a v i r a l v i d e o l a s t y e a r a b o u t a f r a t e r n i t y o n c a m p u s d o i n g s o m e t h i n g h a r m f u l .

I n y o u r m o s t r e c e n t c o n v e r s a t i o n , h e m e n t i o n e d : “ I d o n ’ t t h i n k f r a t e r n i t i e s h a v e a g r e a t

r e p u t a t i o n h e r e a n d I ' m h o n e s t l y w o r r i e d a b o u t h o w i t w i l l l o o k i f I j o i n a n d h a v e t o w e a r

l e t t e r s . ”

N o t r u s t

N o t r u s t

C h r i s h a d a f r i e n d w h o l e f t t h e i r f r a t e r n i t y b e c a u s e t h e y f e l t e x c l u d e d .

I n y o u r m o s t r e c e n t c o n v e r s a t i o n , h e m e n t i o n e d : “ A r e n ’ t t h o s e g r o u p s k i n d o f c l i q u e y ? ”

T o n y t a l k e d w i t h h i s p a r e n t s , w h o t o l d h i m h e i s n o t a l l o w e d t o j o i n a f r a t e r n i t y b e c a u s e t h e y

d o n ’ t b e l i e v e i t ’ s s a f e .

I n y o u r m o s t r e c e n t c o n v e r s a t i o n , h e m e n t i o n e d : “ I w a n t t o j o i n , b u t m y p a r e n t s s a i d I ' m n o t

a l l o w e d . ”

Consultative SCALES

Consultative sales is an approach to recruitment that focuses on fulfilling a need rather than selling a product – in this case, Lambda Chi Alpha. Also known as “needs-based” selling, this approach places emphasis on building relationships first

As the High Delta (Head of Sales), you and your team will be hyper-focused on the Potential New Member (PNM), their needs, and how the Chapter can meet their needs.

But how is this done? Use your SCALES in addition to the First Conversation Framework and needs analysis to balance these conversations effectively with PNMs!

SStudy: Take time to learn about the PNM before having a conversation and anticipate what concerns them most.

CConnect: Reach out to the PNM to confirm when and where you will be meeting. Be flexible with time and location to make the conversation more comfortable. Make adjustments, as needed.

AAppreciate: In your conversations, you will do most of the listening while they do most of the talking. Your job is to ask questions to further the conversation. Be curious and use active listening techniques to get to know the PNM better. The goal is to find out if their values align with the Chapter’s.

LLearn: After getting to know the PNM better, begin to identify any unfulfilled needs they have. What aren’t they getting from their college experience that they need or want? Then discuss how becoming a Member of the Chapter can fulfill those needs. For example, a PNM might express a concern about grades. You can share how your Chapter provides academic support to Brothers. In this instance, focus on what the High Sigma (Career Counselor) offers and if there is someone in the Chapter who shares the same major and can provide tutoring. Keep learning about the PNM and jot down ways Lambda Chi can help them.

Consultative SCALES

SEEducate: Tell them about Lambda Chi Alpha. Share the Chapter’s value proposition. Share the values your Chapter looks for in Associate Members. This can help clear up any misconceptions the PNM may have about your Chapter and the experience provided to Members.

Sold: When a PNM has decided to join, tell them about the next steps in their Membership journey. Be sure to stay in contact as they begin the first steps in becoming a Member

Schedule: Sometimes the first ask is not enough for someone to join. After you have followed the first five steps, the PNM may be on the fence. Don’t fret. Be sure to stay connected and schedule follow-ups. You can continue addressing concerns, reinforcing the Chapter’s value, and bringing them closer to signing a bid.

Repeat this process as many times as needed. As you practice, you will continue to grow consultative sales skills!

Getting your Members invovled

In Anyone Can Be A Recruiter, you explored the things you need to consider when involving your Members in recruitment. Your task now is to explore each consideration in more detail and write down ideas and examples about how you can use each in your Chapter.

Set expectations

What recruitment expectations will you set for Members? How will you find agreement on the expectations set? How are Members held accountable to meet those expectations?

Share the big picture

How do you communicate your goals and objectives to your Members and ensure they understand what the Chapter needs to accomplish? How can Members be involved in recruitment?

Explain their impact

How will your Members make an impact? How will you communicate the difference between just the High Delta recruiting vs. the whole Chapter?

Getting your Members invovled

Assign tailored tasks

How can you involve all Members with varying knowledge and skills in recruitment? Which recruitment tasks can Members complete on their own?

Incentivize

What do your Members get out of helping with recruitment? What’s in it for them? What could you add to make it worth choosing to help in recruitment?

Encourage questions

What can you share with Members to get them curious about recruitment? How can you provoke them to ask questions about their role or the process?

The Recruitment Toolkit

Located in the myLambdaChi Resource Library, the recruitment toolkit offers additional resources to suppor t and enhance a Chapter ’s recruitment effor ts. These tools are designed to complement the lessons prov ided in the Lambda Chi Academy and help Chapters take their recruitment to the next level. The topics covered include:

Free and low-cost recruitment events

A list of events that won’t break the bank and suppor t year-round recruitment on a budget.

The recruitment calculator

A spreadsheet designed to help High Deltas understand recruitment data and set clear, quantifiable goals for the Chapter.

The recruitment cycle

A breakdown of the recruitment cycle, why it matters, and how to effectively execute each step.

Recruitment tabling

Instructions and an activ ity to help Members of the Chapter be more successful when setting up a table on campus to promote Lambda Chi.

Recruitment planning

The overarching planning guide designed to help High Deltas consider all the things that make recruitment successful.

Recruitment teams

Our guide to structuring recruitment teams within the Chapter to increase Member par ticipation during the recruitment process.

Essentials in Finance

Overview

Essentials in Finance is our program specifically designed for High Taus. It focuses on equipping them with the knowledge and skills needed to effectively manage their Chapter ’s finances.

High Tau Adv isors play a crucial role in encouraging their Officers to complete the learning, suppor ting the High Zeta in preparing and executing the budget, and helping to raise the overall level of financial literacy within the Chapter.

In the following pages, you will find an overv iew of Essentials in Finance, along with exercises that can be used one-on-one or with the entire Chapter The key is not to follow the exercises prescriptively, but to adapt them based on experience and need.

An overview of the the topics, exercises, assessment, and live sessions in Essentials in Finance.

A quiz to assess financial literacy and help Members better demonstrate their financial knowledge.

A list of

Where the Chapter’s money comes from, where it goes, and how you can keep track of it all.

Essentials in Finance

This activity helps practice the skill of putting a price tag on a goal and provides the perspective that Chapters may not be able to afford everything.

Your guide to: Essentials in Finance

High Tau Role Ready, or Essentials in Finance, equips Officers with the knowledge and skills to manage their Chapter ’s finances effectively Members learn key financial terms, budgeting processes and techniques, and relationship skills v ital for collecting debts and establishing payment plans.

The program is div ided into two sections: Plan and Protect. Plan is all about accounting and budgeting. Protect covers risk and insurance and dues collection. On successful completion, Brothers receive a digital credential, which they can then showcase on their resume and LinkedIn.

High Taus need to recognize their v ital contribution to Chapter success. From making data-driven decisions to mitigating financial risk, the practical benefits of the role are far-reaching. Thus, we need High Taus to immerse themselves in the learning, and with your help and exper tise, build a Chapter that is financially responsible.

Topics

You're the CFO

Our introduction and overv iew of the course

Plan: Accounting

Our guide to translating financial jargon and concepts so you can successfully manage the Chapter's finances.

Plan: Budgeting

How to create your financial plan, build a budget, and manage your money.

Protect: Risk & Insurance

Rev iew the risks involved in money management and how you can keep your Chapter's assets safe.

Protect: Dues

Strategies to manage relationships with Members to ensure successful dues collection Even amidst difficult conversations.

Assignment

Final assessment

Live sessions

Goal budget

This assignment asks Members to consider a goal the Chapter is chasing right now and list all the expenses you will incur to achieve this goal in the pursuit of understanding just how much your goals cost!

Build and communicate a budget

Putting their knowledge to the test, Members are asked not only to create a budget but defend the decisions they make along the way and communicate why each choice suppor ts the Chapter ’s goals.

Manage your money with greekbill

Learn how to use greekbill to collect dues and manage your cash flow.

Budgeting

Identify how to align your budget with what’s impor tant to your Chapter.

Collect dues

Hold challenging conversations when Members are behind on pay ing dues.

Financial literacy assessment

Did you know as of 2022 only 23 states in the U.S. require high school students to take a course on financial literacy? And what is offered in Canadian provinces varies as well. We’ve got to fill that gap

We’ve established that accounting is the language of finance, and you must be fluent to be successful in your role. The following assessment will test your financial literacy and knowledge of Lambda Chi Alpha’s financial procedures. This short quiz should give you an idea of where you are starting out and highlight topics you may need to pay more attention to later. Answer the questions then check out the answers on page 3

Assessment

1.

2.

The Chapter’s total Risk Management Assessment Fee invoice for the fall term was $5,000. The next term the total was $4,500 because their assessment changed, and their Membership size decreased. This is an example of:

a. Fixed Cost

b. Appreciation

c. Depreciation

d. Variable Cost

Which of these documents requires an approval vote from the Chapter:

a. Chapter budget

b. Risk Management Assessment

c Income statement

d. Balance sheet

3.

Which of these formally manages past due debt from Members:

a. High Tau

b. Executive Committee

c. High Zeta

d. The seniors

Financial literacy assessment

The acronym “APR” stands for:

a Annualized Purchase Ratio

b. Applied Percentage Ratio

c. Annual Percentage Rate

d. Allocated Profit Rate

d $3,375 5.

The Chapter is hosting a talent show to raise money for Movember. There are 200 tickets for sale at $10 each. The Chapter has budgeted $750 in expenses for this event. The Chapter sells 80% of tickets. All money from ticket sales will be donated to Movember. They only use 50% of their budgeted $750 for expenses. The remaining 50% will be included in the donation. They also had an Alumni Brother give $1,000 to be included in the donation. What is the Chapter’s total donation to Movember?

a. $750

b. $1,910

c. $2,975

Many of your Brothers need a payment plan for dues. Dues are set at $500 for the fall term. The Chapter plans to collect the following percentage of total dues each month:

August - 40%

September - 25%

October - 15%

November - 15%

December - 5%

How much would this Member owe in the month of October if they were to pay their dues according to the collection ratios stated above?

a. $100

b $75

c. $150

d. $50

Financial literacy assessment

Answers

1.

2.

d. Variable Cost

This is a variable cost because it is dependent on the number of Members in the Chapter. Check out the next lesson, Key terms in finance.

a. Chapter budget

The Chapter budget requires an approval vote from the Chapter. There is no Chapter approval for the Risk Management Assessment, income statement, or balance sheet. You’ll learn more about that in the Budgeting section of the learning journey.

b. Executive Committee

3.

This one is tricky. In many Chapters the High Tau, High Zeta, and senior Members of the Chapter may all help with past due balances. However, the Executive Committee is formally in charge of collecting this debt. More on this in the Dues section of the learning journey.

4.

c. Annual Percentage Rate

APR stands for “Annual Percentage Ratio.” You’ll learn the definition of this word soon on the Key terms in finance worksheet.

5.

c. $2,975

The Chapter will donate $1,600 from ticket sales. They will donate $375 from their extra budgeted expenses. They will donate the full $1,000 donation from the Alumni Brother. That total equals $2,975.

6.

b. $75

They would pay 15% of their $500 dues in October which equals $75.

Key terms in finance

Financial concepts

1. Accounting

The information system that identifies, records, and communicates the economic events of an organization to interested users.

2 Accountability

The obligation or willingness to accept responsibility for one's actions.

3. Stewardship

The careful and responsible management of something entrusted to one’s care.

4. Cash reserves

Money saved to cover unexpected expenses and emergencies.

5 Payment plan

An agreed upon payment schedule over time.

6. Delinquent

The financial status for “in arrears,” or overdue on payments owed.

Budgeting terms

1. Budget

A spending plan based on estimated revenue and expenses for a specific period of time.

2. Accounts payable (AP)

The money an organization owes to suppliers and creditors for goods and services that they have received and been billed for. (E.g., the amount you owe, and haven’t paid yet, to the venue on the day of your event)

3. Accounts receivable (AR)

The money that customers or members owe to an organization for goods or services they have received but haven’t paid for yet. (E.g., your Members’ dues)

4. Revenue

The amount of money generated from the sale of goods, services, or experiences. (E.g., Member dues, Alumni donations, etc.)

5. Expense

The amount of money spent on the sale of goods, services, or experiences. (E.g., food for a recruitment event, the fee to rent a venue for social event, etc.)

Key terms in finance

Budgeting terms

6. Cash flow

The movement of money in and out of an organization. Represents the net balance of cash at a specific point in time.

7 Variance

The difference between the budget and the actual results.

8. Fixed cost

Predictable costs that do not vary with activity. (E.g., monthly rent, Basic Chapter Fee, etc.)

9. Variable cost

Costs that vary with the level of activity (E g , electric bill, Risk Management Assessment Fee, etc.)

Interest and borrowing terms

1. Down payment

The sum of money a buyer pays upfront for an expensive good, service, or experience. It represents a portion of the total purchase price.

2. Principal

The original sum of money borrowed on a loan or put into an investment.

3. Interest

The monetary charge for borrowing money.

4. Simple interest

Interest calculated on the principal amount of a loan.

5. Compound interest

Interest calculated on the principal amount and the accumulated interest of previous periods, and thus can be regarded as “interest on interest.”

6. Annual percentage rate (APR)

Refers to the interest you pay on loans, borrowings, and credit cards.

7. Annual equivalent rate (AER)

Refers to the interest you expect to earn on savings and investments.

Common streams of revenue and expenses

Superman has just one superpower, right? Of course not Part of what makes him an incredible hero is his diverse range of powers. His powers include superhuman strength, flight, shapeshifting, and many more. Now, we’ve already noted that revenue is your superpower and just like Superman you have a diverse range of revenue sources. Let’s identify those common streams of revenue and expenses your Chapter has.

Revenue streams

1. Member dues

Member dues are the primary source of revenue for Chapters. Members pay a set amount, on a monthly, semesterly, or annual basis. Most Chapters charge Members between $400-$700 each term. Dues may be higher for Members that live in a Chapter facility to cover rent, meals, utilities, etc.

2. Alumni donations

Alumni Brothers can give money to the Chapter for operations and events. A note on taxes. Lambda Chi Alpha Chapters have an IRS 501(c)(7) non-profit status. This status means direct donations to Chapters are not tax-deductible. However, the Lambda Chi Alpha Educational Foundation offers the Chapter Support Funds Program. This program is a tax-deductible option for Alumni Brother donations. The program offers financial assistance to Chapters for educational-related needs. You can learn more about the program on this website.

3. Fundraisers

Your Chapter can host philanthropic fundraisers to support a charitable cause. Work with your High Theta (Second Vice President) to support an organization like Movember or the American Red Cross.

4. Grants from the university

Your college or university may have grants or other money available for student organizations. Usually, this money pays for educational programs like leadership conferences or educational speakers. Check with your campus advisor to learn more about these opportunities.

5. Sponsorships from local businesses

Your Chapter could use sponsor relationships to help fund your events. A local business could donate money, goods, or services to offset event expenses. In exchange, your Chapter could offer exposure on social media and logos on event t-shirts or banners.

Common streams of revenue and expenses

Common expenses

1.

General Fraternity dues

Dues and fees owed to the General Fraternity include the Associate Member Fee, Initiation Fee, Active Dues, Basic Chapter Fee, and Risk Management Assessment Fee. You will receive a resource later in the journey that gives you the specifics on this point.

2. Interfraternity Council (IFC)

There is usually a $10-$30 fee per Member owed to your Interfraternity Council. Check with the IFC Treasurer or IFC President on these fees.

3. Housing

If the Chapter rents, find out who owns the facility, how much they need to be paid, and what method they would like payment. Some Chapters pay a local landlord, some pay their University, and some pay a Housing Corporation. Make note of any expenses owed for housing. Meet with your landlord or Housing Corporation to discuss rent, water, sewage, gas, electric, internet, parlor fees, furniture, repairs, inspections, etc.

Establish clear expectations for who pays for what, when it gets paid, and how it gets paid.

4. Local operations

This includes money for recruitment, Brotherhood activities, philanthropy & service events, Ritual, special events like Homecoming & Greek Week, Alumni events, t-shirts, and more. These amounts will vary depending on your Chapter’s goals and the events and activities you want to host. Work with your High Zeta Officers to establish a plan for these expenses.

Common streams of revenue and expenses

Tools to keep track of it all

1. Budget and financial documents

You cannot run your Chapter’s finances on a pen and notebook paper. This sounds obvious but your Chapter’s financial information should be in a safe and accessible place. Most Chapters use spreadsheet software, such as Microsoft Excel or Google Sheets, to create and manage their budget.

This spreadsheet is used to budget for your Chapter’s upcoming term and track the actual revenue and expenses you incur.

You will find a Chapter Budget Template to download later in this journey!

In addition to this spreadsheet, ensure you are keeping all relevant financial documents stored together in a safe and accessible place. This includes past budgets, statements, tax and banking documents, invoices, and contracts. Keep everything in one place to make your job easier.

2. myLambdaChi and greekbill

You will use the myLambdaChi portal to pay your Chapter’s General Fraternity invoice. To bill Members, you will use greekbill, a simple, safe, and secure system to manage the Chapter’s finances. No more lugging around cash and checks in your backpack.

Using apps like Venmo, CashApp, and PayPal can be tricky when collecting dues. These platforms are usually not FDIC insured, meaning if anything happened to those funds you would be out of luck. You also run the risk of being liable for those payments as personal income that the IRS expects you to pay income tax on.

Greekbill also offers tools to help you budget the Chapter’s finances, review past due payments, and file Chapter taxes.

3. Certified Public Accountant (CPA) and accounting firm

You may use a CPA or accounting firm year-round to assist you in your duties as High Tau. Keep in mind, their services will cost money and may not be a good fit for every Chapter or situation. However, if you are managing over $100,000 or have a complex relationship with a landlord or Housing Corporation you may benefit from using a CPA.

If you aren’t sure which local firm to use, ask other Greek Chapters on campus which firm they use. Additionally, ask your Advisors and Alumni for help.

Accounting firms can also help you file your taxes. You could use the firm once per year to help you file the IRS Form 990. There is usually a cost to this, so shop around to various firms to find the right fit.

Common streams of revenue and expenses

So how will you use your superpowers? Superman has chosen “Truth, Justice, and a Better Tomorrow.” How can your Chapter use your superpowers for good and achieve your goals?

Call to action: In the space below write how your superpowers can fuel your Chapter’s mission and goals. Then host a short discussion with your High Zeta on this topic.

Notes:

F i n a n c i a l b a s i c s a n d l i t e r a c yC h a p t e r s e s s i o n

F i n a n c i a l l i t e r a c y , a n d b a s i c f i n a n c i a l m a n a g e m e n t , i s c r u c i a l f o r f u t u r e s u c c e s s .

C h a p t e r i s n o t t h e s o l e r e s p o n s i b i l i t y o f t h e H i g h T a u . E v e r y

S e c u r i n g t h e f i n a n c i a l h e a l t h o f t h e

B r o t h e r n e e d s t o t a k e a p r o a c t i v e i n t e r e s t .

F i n a n c i a l m a n a g e m e n t c a n i m p r o v e m e n t a l h e a l t h a n d o v e r a l l w e l lb e i n g , a s i t c a n r e d u c e s t r e s s

a n d a n x i e t y r e l a t e d t o m o n e y .

B r o t h e r s a r e a b l e t o d e f i n e k e y f i n a n c i a l c o n c e p t s s u c h a s b u d g e t i n g , s a v i n g , c r e d i t , i n t e r e s t .

C o l l e g e .

L e a d e r s h i p

B r o t h e r s a r e a w a r e o f t h e E s s e n t i a l i n F i n a n c e p r o g r a m i n S t e a d

c h i n g

P o i n t s a n d M e s s a g e s

K e y T e a

P e r f o r m a n c e O u t c o m e s

L o c a t e a q u i e t r o o m

E n s u r e a d e q u a t e s e a t i n g

R e s e a r c h ( G e n Z ) t e r m s t h e C h a p t e r m a y b e u s i n g c u r r e n t l y t o d e s c r i b e t h e i r f i n a n c e s .

P r i n t m u l t i p l e c o p i e s o f t h e F i n a n c i a l l i t e r a c y a s s e s s m e n t t o h a n d o u t

P r e p a r e t o s h a r e a p e r s o n a l a n d p r o f e s s i o n a l s t o r y r e g a r d i n g t h e i m p o r t a n c e o f f i n a n c i a l

A d v i s o r P r e p a r a t i o n a n d M a t e r i a l s C h e c k l i s t

l i t e r a c y .

F a c i l i t a t o r I c o n K e y : T h e s e i c o n s w i l l g u i d e y o u r a c t i o n s a s a f a c i l i t a t o r . R e f e r e n c e t h e m a s a q u i c k r e m i n d e r o f w h a t y o u n e e d t o

d o a t e a c h s t a g e o f t h e s e s s i o n .

T r a n s i t i o n s e c t i o n s

U s e a f l i p c h a r t

A c t i v i t y S e l f r e f l e c t i o n

D e b r i e f G r o u p d i s c u s s i o n

A s k q u e s t i o n s

M a k e c o m m e n t s

F i n a n c i a l b a s i c s a n d l i t e r a c yC h a p t e r s e s s i o n

I n s t r u c t i o n a l S t r a t e g i e s

S h a r e p e r s o n a l a n d p r o f e s s i o n a l s t o r y r e g a r d i n g t h e i m p o r t a n c e o f f i n a n c i a l

B r o t h e r s t o r e f l e c t o n t h e i r l e v e l o f f i n a n c i a l l i t e r a c y a n d t h e i r a p p l i c a t i o n

l i t e r a c y . A s k

o f s o u n d b u d g e t i n g p r a c t i c e s , s u c h a s t r a c k i n g s p e n d ; m a k i n g i n f o r m e d s p e n d i n g d e c i s i o n s ; p r e p a r i n g f o r e m e r g e n c i e s ; a v o i d i n g d e b t a n d s e t t i n g

a n d s t i c k i n g t o f i n a n c i a l g o a l s .

A s k B r o t h e r s t o r a t e t h e m s e l v e s b e t w e e n 1 a n d 1 0 ( 1 0 b e i n g e x t r e m e l y f l u e n t a n d d e m o n s t r a t i n g s t r o n g p r a c t i c e s ) .

F o l l o w u p b y a s k i n g B r o t h e r s t o s h a r e a n d e x p l a i n t h e i r n u m b e r . K e e p i t l i g h t .

I f c o n v e r s a t i o n i s s t i l t e d a s k B r o t h e r s t o w r i t e d o w n t h e i r m o n t h l y .

s u b s c r i p t i o n s ( E . g . N e t f l i x , A m a z o n P r i m e , S p o t i f y , C l o u d s t o r a g e , g a m i n g

s e r v i c e s , G y m , W e i g h t l o s s , M e n t a l h e a l t h , m a g a z i n e s / n e w s a n d s u b s c r i p t i o n

b o x e s ) a n d c o n s i d e r i f t h e y a r e b e i n g f u l l y u t i l i z e d . I f n o t , w h a t ’ s t h e s a v i n g ?

E s t i m a t e d T i m i n g K e y P o i n t s

W e l c o m e

F i n a n c i a l l i t e r a c y i s e v e r y o n e ’ s b u s i n e s s .

1 0 m i n .

A s k

B r o t h e r s t o f i l l i n t h e a s s e s s m e n t . S h a r e a n s w e r s p u b l i c l y . K e e p i t l i g h t a n d f u n .

T i e b a c k t o t h e i m p o r t a n c e o f f i n a n c i a l l i t e r a c y .

H a n d o u t t h e F i n a n c i a l L i t e r a c y a s s e s s m e n t .

1 0 m i n . ( 2 0 m i n . t o t a l )

F i n a n c i a l b a s i c s a n d l i t e r a c yC h a p t e r s e s s i o n

I n s t r u c t i o n a l S t r a t e g i e s

A s k B r o t h e r s t o d i v i d e a p a g e i n t o t h r e e c o l u m n s . T i t l e e a c h c o l u m n , N e e d s , W a n t s a n d

S a v i n g s / D e b t M a n a g e m e n t .

I n t r o d u c e 5 0 / 3 0 / 2 0 r u l e . 5 0 % N e e d s . T h e s e a r e e s s e n t i a l e x p e n s e s y o u m u s t p a y f o r t o l i v e a n d w o r k .

R e n t / M o r t g a g e / C h a p t e r D u e s

U t i l i t i e s ( e l e c t r i c i t y / w a t e r / g a s )

G r o c e r i e s ( b a s i c f o o dn o t t a k e o u t )

T r a n s p o r t ( g a s , p u b l i c t r a n s p o r t )

I n s u r a n c e ( h e a l t h , c a r )

M i n i m u m d e b t p a y m e n t s

b u t d o n ' t a b s o l u t e l y

3 0 % W a n t s . T h e s e a r e n o ne s s e n t i a l e x p e n s e s t h i n g s y o u e n j o y

d . D i n i n g o u t , t a k e o u t , c o f f e e s h o p s

n e e

E n t e r t a i n m e n t ( N e t f l i x , c o n c e r t s , h o b b i e s )

T r a v e l o r v a c a t i o n s

S h o p p i n g ( c l o t h e s , e l e c t r o n i c s )

U p g r a d e s ( c a r , p h o n e )

K e y P o i n t s

E s t i m a t e d T i m i n g

S o u n d b u d g e t i n g = b e i n g i n t e n t i o n a l w i t h y o u r m o n e y .

S a v i n g s / D e b t M a n a g e m e n t . C r i t i c a l f o r l o n gt e r m f i n a n c i a l h e a l t h , t h i s p o r t i o n h e l p s b u i l d f i n a n c i a l s t a b i l i t y a n d r e d u c e f u t u r e f i n a n c i a l s t r e s s . E m e r g e n c y f u n d c o n t r i b u t i o n s . E x t r a d e b t p a y m e n t s ( b e y o n d m i n i m u m s )

S a v i n g s f o r b i g g o a l s ( h o m e c a r , e d u c a t i o n )

R e t i r e m e n t s a v i n g s ( w h e n i n e m p l o y m e n t )

2 0 %

F i n a n c i a l m a n a g e m e n t i s d i r e c t l y l i n k e d t o m e n t a l h e a l t h . T a k e c o n t r o l o f p e r s o n a l f i n a n c e b y u n d e r s t a n d i n g , n e e d s , w a n t s a n d s a v i n g s .

B r o t h e r s t o p l o t t h e i r m o n t h l y i n c o m e a g a i n s t t h e t h r e e c o l u m n s .

A s k

B r o t h e r s t o i d e n t i f y a r e a s t o r e d u c e ‘ w a n t s ’ , a n d i n c r e a s e ‘ s a v i n g s / d e b t m a n a g e m e n t ’ .

A s k

2 0 m i n ( 4 0 m i n t o t a l )

F i n a n c i a l b a s i c s a n d l i t e r a c yC h a p t e r s e s s i o n

I n s t r u c t i o n a l S t r a t e g i e s

K e y P o i n t s

E s t i m a t e d T i m i n g

5 m i n ( 4 5 m i n t o t a l ) C l o s e E n c o u r a g

Goal budget

It matters what you spend your money on. That goes for your Chapter as well. You’ve just learned how to build a budget for your Chapter. Now we will look at a tool that will help you connect your goals to your budget.

Have you ever put a price on a goal? This activity challenges you to do so. This “goal budget” activity will help you see the bigger picture of how much you must spend to achieve a goal. Saying “yes” to one thing, means saying “no” to something else. Every dollar you spend on one goal is one less dollar for all your other goals.

Activity instructions

Review the “goal budget” example on the next two pages. This example shows the spending plan for a Chapter’s recruitment goal. They included all expenses that feed into this goal. Some of those expenses include a recruitment workshop to train Members on sales skills, a scholarship for Potential New Members to draw attention to the organization, and a field rental to host a recruitment event.

After you’ve reviewed the example, it’s your turn. Use the template on the last two pages to practice yourself. Consider a goal your Chapter is chasing right now. List all the expenses you will incur to achieve this goal, create expense categories, then total everything. Does the total cost surprise you? Now you’ll know how much your goals cost!

Goal budget example

We will host a recruitment workshop for Members on Sunday, August 20, 2025. We will use markers, paper, and a flip chart for consultative sales skills training.

We are tabling on the quad during Welcome Week (August 21-25, 2025). We will use the Lambda Chi Alpha branded table cloth. Stephen is buying giveaways to hand out. We will advertise our scholarship as we talk with new and returning students.

The barbecue recruitment event will be held on Saturday, September 9th, 2025 on the field. Campus catering is handling all food. They will be set-up by 5pm. Jesse is in charge of managing food for the event.

Our movie night recruitment event will be held on Tuesday, September 26, 2025 in the Student Center auditorium. Nathan will buy popcorn from the grocery store. Film is being rented from Movie Rentals Inc.

We will host a bowling brotherhood/recruitment event on Saturday, October 21, 2025 Cost will be split between High Delta and High Beta budgets High Beta budget is paying for pizza and wings

Goal budget template

Goal budget template

B u d g e t i n gH i g h Z e t a s e s s i o n

B a s i c f i n a n c i a l m a n a g e m e n t i s c r u c i a l f o r f u t u r e s u c c e s s .

S e c u r i n g t h e f i n a n c i a l h e a l t h o f t h e C h a p t e r i s n o t t h e s o l e r e s p o n s i b i l i t y o f t h e H i g h T a u . E v e r y

B r o t h e r n e e d s t o t a k e a p r o a c t i v e i n t e r e s t .

P o i n t s a n d M e s s a g e s

K e y T e a c h i n g

B r o t h e r s a r e a w a r e o f t h e E s s e n t i a l i n F i n a n c e p r o g r a m i n S t e a d L e a d e r s h i p C o l l e g e .

B r o t h e r s t a k e a n a c t i v e r o l e i n a s s i s t i n g t h e H i g h T a u w i t h t h e d e v e l o p m e n t a n d m a n a g e m e n t o f

t h e b u d g e t .

B r o t h e r s a r e a b l e t o r e v i e w t h e p r e v i o u s y e a r ’ s b u d g e t .

P e r f o r m a n c e O u t c o m e s

L o c a t e a q u i e t r o o m .

E n s u r e a d e q u a t e s e a t i n g .

W o r k w i t h y o u r H i g h T a u t o g a t h e r :

L a s t y e a r ’ s b u d g e t p l a n ( m o n t h l y o r w e e k l y )

A c t u a l i n c o m e a n d e x p e n s e r e c o r d s ( b a n k s t a t e m e n t s , r e c e i p t s , g r e e k b i l l C h a p t e r p a y m e n t s )

A d v i s o r P r e p a r a t i o n a n d M a t e r i a l s C h e c k l i s t

A n y n o t e s o n u n u s u a l e v e n t s ( u n e x p e c t e d b i l l s o r w i n d f a l l s ) .

P r o v i d e o n e “ g o a l b u d g e t ” a c t i v i t y f o r e a c h p a r t i c i p a n t .

c i l i t a t o r I c o n K e y : T h e s e i c o n s w i l l g u i d e y o u r a c t i o n s a s a f a c i l i t a t o r . R e f e r e n c e t h e m a s a q u i c k r e m i n d e r o f w h a t y o u n e e d t o

F a

d o a t e a c h s t a g e o f t h e s e s s i o n .

U s e a f l i p c h a r t T r a n s i t i o n s e c t i o n s

A c t i v i t y S e l f r e f l e c t i o n

D e b r i e f G r o u p d i s c u s s i o n

A s k q u e s t i o n s

M a k e c o m m e n t s

B u d g e t i n gH i g h Z e t a s e s s i o n

I n s t r u c t i o n a l S t r a t e g i e s

A s k t h e H i g h Z e t a t o r e f l e c t o n :

H o w i n v o l v e d t h e y w e r e i n c r e a t i n g l a s t y e a r ’ s b u d g e t /

r e c e n t b u d g e t ?

H o w t h e y w o u l d l i k e t o b e i n v o l v e d ?

W h a t i n v o l v e m e n t w o u l d g i v e t h e m a n d o t h e r s ?

K e y P o i n t s

W e l c o m e

T h e f i n a n c i a l h e a l t h o f t h e C h a p t e r i s n o t t h e

s o l e r e s p o n s i b i l i t y o f t h e

H i g h T a u .

E s t i m a t e d

T i m i n g

1 0 m i n .

S o u n d b u d g e t i n g = b e i n g

i n t e n t i o n a l w i t h y o u r m o n e y .

I n t r o d u c e t h e s e v e n c o r e p r i n c i p l e s .

A s k t h e H i g h Z e t a t o r e f l e c t o n a r e a s t h e y c o u l d i m p r o v e .

S e v e n c o r e p r i n c i p l e s o f

s o u n d b u d g e t i n g

1 . T r a c k i n g i n c o m e a n d e x p e n s e s .

K n o w i n g h o w m u c h m o n e y i s c o m i n g i n ( C h a p t e r d u e s a n d

a l u m n i d o n a t i o n s ) a n d e x a c t l y w h e r e i t ’ s g o i n g .

2 . S e t t i n g r e a l i s t i c f i n a n c i a l g o a l s .

S h o r tt e r m ( e . g . , s e t t i n g a s i d e m o n e y f o r p h i l a n t h r o p y w e e k ) . L o n gt e r m ( e . g . , s e t t i n g a s i d e m o n e y f o r a n a n n u a l f o r m a l /

a l u m n i r e u n i o n o r e v e n t ) .

1 0 m i n ( 2 0 m i n t o t a l )

B u d g e t i n gH i g h Z e t a s e s s i o n

I n s t r u c t i o n a l S t r a t e g i e s

3 . C r e a t i n g a m o n t h l y b u d g e t p l a n

A l l o c a t i n g i n c o m e t o w a r d : F i x e d e x p e n s e s ( r e n t , u t i l i t i e s f o r i nh o u s e C h a p t e r s )

V a r i a b l e e x p e n s e ( R i s k M a n a g e m e n t A s s e s s m e n tR M A )

E v e n t s R e s e r v e s F r a t e r n i t y d e b t r e p a y m e n t .

4 . S p e n d i n g l e s s t h a n y o u r i n c o m e .

L i v i n g w i t h i n o r b e l o w y o u r m e a n s .

A v o i d i n g u n n e c e s s a r y p u r c h a s e s , e v e n t s , o r O f f i c e r o v e r s p e n d i n g .

5 . B u i l d i n g a n e m e r g e n c y f u n d

S e t t i n g a s i d e 3 –6 m o n t h s ’ w o r t h o f e x p e n s e s f o r u n e x p e c t e d s i t u a t i o n s .

6 . R e g u l a r l y r e v i e w i n g a n d a d j u s t i n g t h e b u d g e t .

U p d a t i n g t h e p l a n a s C h a p t e r i n c o m e o r e x p e n s e s c h a n g e .

M a k i n g i m p r o v e m e n t s b a s e d o n e x p e r i e n c e .

7 . P l a n n i n g f o r i r r e g u l a r e x p e n s e s .

B u d g e t i n g f o r t h i n g s s u c h a s h o u s e r e p a i r s , c a m p u s o p p o r t u n i t i e s , o r t h e r e p l a c e m e n t o f

R i t u a l e q u i p m e n t .

K e y P o i n t s

E s t i m a t e d T i m i n g

S e v e n c o r e p r i n c i p l e s o f s o u n d b u d g e t i n g ( C o n t . )

1 0 m i n ( 2 0 m i n t o t a l )

I n s t r u c t i o n a l S t r a t e g i e s

B u d g e t i n gH i g h Z e t a s e s s i o n

W a s i n c o m e ( d u e s ) e x p e c t e d o r d i f f e r e n t ?

D i d t o t a l e x p e n s e s s t a y w i t h i n t o t a l

i n c o m e ?

W e r e s a v i n g g o a l s m e t o r s k i p p e d ?

W e r e d e b t p a y m e n t s p a i d ?

U s i n g t h e d a t a c o l l e c t e d b y t h e H i g h T a u ,

c o m p a r e p l a n n e d v s . a c t u a l .

I d e n t i f y ( + /) a n d e v a l u a t e :

W a s t h e r e o v e r s p e n d a n d i f s o , w h y ?

W e r e e x p e n s e s l o w e r ?

W e r e t h e r e a n y s u r p r i s e s ?

K e y P o i n t s

R e v i e w r e c e n t b u d g e t

E s t i m a t e d T i m i n g

1 5 m i n ( 3 5 m i n t o t a l )

A s k t h e H i g h Z e t a t o j o i n t l y c r e a t e a b u d g e t f o r a n u p c o m i n g e v e n t .

B r o t h e r s m a y p r e f e r t o w o r k t o g e t h e r a n d s u b m i t t o y o u a t a l a t e r d a t e .

E n s u r e t h e b u d g e t r e f l e c t s t h e c o r e p r i n c i p l e s a n d b u i l d s o n t h e l e s s o n s

l e a r n e d f r o m t h e p r e v i o u s y e a r .

I n t r o d u c e b u d g e t t e m p l a t e

3 0 m i n ( 6 5 m i n t o t a l )

S t r e s s t h e i m p o r t a n c e o f t e a m w o r k a n d a c c o u n t a b i l i t y .

B u d g e t i n g i s d i r e c t l y l i n k e d t o p e r f o r m a n c e .

B r o t h e r t o c o m m i t t o i m p r o v i n g i n o n e k e y a r e a .

A s k e a c h

1 0 m i n ( 7 5 m i n t o t a l ) C l o s e

Dues collections top tips

Here, we’ll explore strategies to help collect dues and make sure Chapters stay financially strong. This resource outlines how to collect dues successfully, plan a payment schedule that works for all Members, and make sure everyone takes responsibility for their financial commitments.

Collect dues on a schedule that works for you

To make sure the Chapter has enough money to cover expenses, it is impor tant to set up a payment structure that fits the budget. Check out these steps:

Get detailed Officer budgets:

Officers should make budgets that show how much money they need, when they need it, and why.

Collect all the budget information before the term star ts to can plan for upcoming expenses.

Use a calendar of events:

The Chapter should create a calendar that shows all the Chapter events and how much they will cost.

This will help determine the best times to collect payments and ensure the financial responsibility is shared, so the Chapter has the funds it needs, when it needs them.

Create payment plans for Members:

Set up payment plans that allow Members to pay their dues in smaller installments over a specific time.

Splitting the total amount into manageable payments increases the chances of getting paid on time.

Create one to three payment plan options to make it easier for Members to choose one that works for them.

G ive incentives for timely payments:

Offer rewards like reduced fees or special priv ileges for Members who pay their dues early or on time.

These incentives will motivate everyone to make their payments promptly.

Collect dues more successfully

Successful dues collection involves setting clear expectations, fostering curiosity, and implementing accountability measures. Here is what to consider:

Set clear expectations:

Star t talking about dues during recruitment and make sure new Members know what's expected of them.

Keep things fair and transparent by making sure all Members have the same expectations.

Lead by example and enforce expectations consistently. Be among the first to pay so you can encourage on-time payments from others.

Consider the behav iors you allow when it comes to pay ing dues. Members might test boundaries, but there needs to be someone to set and enforce the Chapter ’s response.

Be curious:

When a Member doesn’t meet expectations, ask them questions before you make assumptions. There might be a reason they aren’t meeting expectations that you are unaware of.

Prov ide resources or workshops on managing personal finances.

Par tner with Officers and Alumni to prov ide job oppor tunities, internships, and scholarship information to allev iate the financial burden on your Members.

Hold each other accountable:

Set up both formal and informal systems to make sure everyone fulfills their financial commitments.

Formal accountability can involve the Executive Committee, Constitution and Statutory Code, Bylaws, and other rules that outline consequences for late or missed payments.

Informal accountability is about creating a culture where Members challenge and suppor t each other. This can be through Big/Little relationships, small group conversation, and an ongoing discussion of finances and how impor tant they are to a healthy Chapter.

Review your Chapter's accountability system

It's essential to regularly rev iew the Chapter's accountability system to keep things running smoothly. Look at these tips:

Formal accountability:

Identify how the Executive Committee enforces financial policies and what happens if someone doesn't pay.

Rev iew Lambda Chi Alpha’s Constitution and Statutory Code, as well as your Chapter ’s Bylaws to know the specific consequences for financial delinquency. Make sure everyone knows the consequences, like financial suspension, for not meeting financial obligations.

Create a process to handle situations where Members can't pay on time due to special circumstances.

Informal accountability:

Star t top down.

Leaders of the Chapter should demonstrate how to hold Members accountable. Leaders should be confidential when a Member addresses a concern with pay ing dues.

Practice empathy and curiosity over judgement.

This will ensure there is psychological safety in the Chapter. Members will be more willing to make mistakes, own their mistakes, and move forward.

Psychological safety is “a shared belief held by members of a team that it’s OK to take risks, to express their ideas and concerns, to speak up with questions, and to admit mistakes all without fear of negative consequences” (Harvard Business Journal, 2023).

Praise publicly, criticize privately.

Public praise tends to weigh more than private praise. It can encourage others in the Chapter to follow suit. When Members follow through on their financial commitment, offer thanks and praise.

Private criticism is kinder and clearer. We owe it to our Brother to reveal his faults and help him find a way forward. When a Member does not follow through, address one-on-one to find a solution.

Encourage open communication about money among Members. Talk one-on-one or in small groups to address any concerns related to dues. Find the right balance between challenging Members to meet their obligations and offering suppor t when needed.

Favor & Company Loss Prevention Survey Survey Rating

What is the RMA?

The RMA is an annual fee that is paid to the General Fraternit y Each chapter is billed a per member fee each semester. The base fee for each chapter/associate chapter for the Fall 2025 semester is $170. There are three categories that the RMA is based off of: Housing, Claims and Incident Histor y, and Operating Expectations. Depending upon how a chapter rates in each of these categories depends on whether it pays more or less per semester.

Chapters pay an RMA each spring and fall, based on the number of members in the chapter. This is multiplied by a chapter rate, which covers the chapter’s individual percentage of the insurance premium and deductible, plus a percentage of the costs tied to investigating incidents, claims mitigation and the provision of health & wellness programs.

What does the RMA pay for?

The General Fraternit y collects the RMA payment t wice a year and then remits them to the insurer, as, like most businesses, it does not have suff icient reser ves to prepay. Insurance premiums cannot be missed, and if they are not paid, both the General Fraternit y and each individual chapter could lose its insurance coverage. It will be next to impossible to get this insurance coverage reinstated given the current environment. Without such insurance, the f raternit y would cease to exist, both now and in the future.

The RMA is a pass-through expense, meaning the organization does not prof it off the money collected, but uses it to directly pay related expenses The Off ice of Administration understands the economic pressures that ever yone is feeling currently. Since 2018, the General Fraternit y has not increased the chapter base rate, Associate Member fees, Initiation fees, or membership dues. In the coming year, the organization will again hold these fees constant to keep membership in Lambda Chi Alpha accessible to college-aged men.

What facilities can be inspected by Favor & Company?

Chapter facilities are required to be inspected by our insurance company, Favor & Company once ever y four years. “Houses” and “Lodges” that are owned and operated by Housing Corporations will fall under this need for inspection “Rental” and Universit y ” facilities are not inspected as the chapter does not have jurisdiction over any required updates to the facilit y. It is crucial that you update your housing status with the Off ice of Administration to ensure

your billing is accurate. A chapter may request a re-inspection of a facilit y for $350-$450 (as dictated by the inspection company) by emailing Zach Rodgers at zrodgers@lambdachi.org.

How is a “Rental” defined?

There are a variet y of elements that def ine a “Rental” for a chapter’s RMA. If the chapter operates in a facilit y that is where a majorit y of its events are held, the chapter’s proper t y is regularly stored at the facilit y, or the chapter has the facilit y registered with its host universit y, then it is considered a “Rental.”

How is the RMA calculated?

Please see the formula below (numbers bet ween parentheses are to be interpreted as credits and as such reduce the risk management assessment fee):

Overall Breakdown

Base Rate: $170.00

+Housing total

+Claims and Incident Histor y Total

+Operating Expectations

=Fall/Spring Risk Management Assessment

Housing

House t ype

House: $65.00

Substance Free: $60.00

Rental: $65.00

Substance Free: $60.00

Universit y Housing/Dorm: $40.00

Substance Free: $35 00

Lodge: $40.00

Substance Free: $35.00

None: $0.00

Note: if a chapter/colony has an incident involving alcohol/other substances in its facility it will not qualif y for the Substance Free deduction

Favor Inspection Rating

Good: ($21.50)

Needs improvement: $31.00

Poor: $50.00

Favor Inspection Response (within 30 days of receiving the report)

Yes: $0.00 (ONLY IF RESPONSE IS REQUIRED)

No: $22 50

Claims and Incident History (Past 3 calendar years)

One Claim

Closed with no payment or open with no reserve established: $0.00

Open or closed with payment or reserve < $1,000: $5.00

Open or closed with payment or reserve ≥ $1,000 but < $3,500: $20.00

Open or closed with payment or reserve ≥ $3,500 but < $10,000: $35.00

Open or closed with payment or reserve ≥ $10,000: $50.00

Two Claims

Closed with no payment or open with no reserve established: $7.50

Open or closed with payment or reserve < $1,000: $10 00

Open or closed with payment or reserve ≥ $1,000 but < $3,500: $25 00

Open or closed with payment or reserve ≥ $3,500 but < $10,000: $40 00

Open or closed with payment or reserve ≥ $10,000: $50 00

Three or More Claims

Closed with no payment or open with no reserve established: $10.00

Open or closed with payment or reserve < $1,000: $15.00

Open or closed with payment or reserve ≥ $1,000 but < $3,500: $30.00

Open or closed with payment or reserve ≥ $3,500 but < $10,000: $45.00

Open or closed with payment or reserve ≥ $10,000: $60.00

Number of Incidents (Past Two Years)

0: $0.00

1: $15 00

2: $30 00

3: $45 00

4: $60 00

5+: $75.00

Probation

Yes: $32.00 No: $0.00

Compliance Yes: $15.00 No: $0.00

Operating Expectations

Conferences (HASNAC 2024 participation)

Missed: $15.00

Attended: $0.00

Member Safety Fundamentals Completion

< 85%: $10.00

> 85%: ($5.00)

Stead Leadership College Advisor Badge Completions (High Delta, High Kappa, & High Tau))

<3 Badges: $0 00

>=3 Badges: ($5 00)

What do I do if I feel that my chapter’s RMA is incorrect?

Please visit the website below to report any potential errors in your chapter/associate chapter’s RMA. If there is an error, the chapter will receive a credit on its balance.

https://forms.monday.com/forms/24883381798f34b7fc55b441261ad551?r=use1

All appeals must be submitted by 11:59 p.m. on September 24th, 2025 for consideration. Any appeals submitted after this time will not be considered.

What is the best way for my chapter to save money?

The biggest areas that chapters can improve are by completing expectations and programming provided by the Office of Administration. By having 3 advisors complete the 3 Stead Leadership College Badges for the High Delta, High Tau, and High Kappa & achieving 85%-chapter completion of the Member Safety Fundamentals Program, chapters can save $20 per man per semester. By participating in programming and chapter support offered by the Office of Administration, you can help protect your chapter from an incident or claim. Generally, a chapter that adheres to polices and uses sound harm reduction practices is less likely to experience an incident or claim. Feel free to reach out to your High Alpha Training Specialist to discuss a more individualized way to save money on your RMA.

Who do I contact if I have any questions about the RMA?

Please contact Zach Rodgers, Health and Wellness Manager (zrodgers@lambdachi.org) with all questions and concerns. As always, your chapter’s High Alpha Training Specialist is also a valuable resource.

General Fraternity dues and fees

General Fraternity Associate Member Fee Basic Chapter Fee

$112

Invoiced to the Chapter when a new Associate Member is added to the Chapter’s roster in myLambdaChi.

Paid within fifteen calendar days after association or on the date the Associate Member Ceremony is conducted, whichever is later This fee is non-refundable

Constitution and Statutory Code, Code 5-3b

General Fraternity Initiation Fee

$235

Invoiced to the Chapter when an Associate Member’s status is updated to Collegiate Brother in myLambdaChi

Paid in advance of the Initiation Ritual.

Constitution and Statutory Code, Code 5-3c

General Fraternity Active Dues

$88

Invoiced to the Chapter twice per year for each Collegiate Brother (excluding billing exceptions) and Associate Member not initiated during the academic term of his association.

Paid by March 15 and October 15.

Constitution and Statutory Code, Code 5-3d

$890

Invoiced to the Chapter twice per year.

Paid by March 15 and October 15. Associate Chapters are exempt from the Basic Chapter Fee until the earlier of the second anniversary of their establishment or the date of chartering

Constitution and Statutory Code, Code 5-3e

Risk Management Assessment (RMA) Fee

~$224.00

Invoiced to the Chapter twice per year for each Collegiate Brother and Associate Member

Paid with respect to: Collegiate Brothers and Associate Members reported on October 15 and March 15 of each year; and new Associate Members fifteen calendar days after Association or on the date the Associate Member Ceremony is conducted, whichever is the later. This fee is variable and based on the assessment of the Chapter or Associate Chapter.

The average RMA fee amount for the Fall 2025 billing cycle is $240.00. The breakdown of the RMA is sent prior to the start of the semester Chapters have the opportunity to lower RMA each semester through outlined incentives/initiatives highlighted in the Chapter’s RMA. This fee is non-refundable.

Constitution and Statutory Code, Code 5-3

Learning and Development

Overview

Learning and Development is our program offering, specifically designed for High Kappas The program introduces the knowledge and skills necessary to build a strong learning culture.

High Kappa Adv isors can play a crucial role by encouraging their Officer to complete the learning, suppor ting the Officer in designing and delivering content, and connecting Chapter learning experiences to growth and per formance.

In the following pages, you will find an overv iew of the Learning and Development program, along with a selection of exercises that can be used with the Officer or Chapter Members. The key is not to follow the exercises prescriptively, but to adapt them according to your experience and the specific needs of your Chapter.

An overv iew of the topics, exercises, assessment, and live sessions in Learning and Development.

Learning environment checklist

Discussion-based exercise to be used with the High Kappa.

Barriers to learning - High Zeta session

A live session for the High Zeta to identify and find solutions to learning barriers in the Chapter.

Experiential learning in action

A breakdown of experiential learning theory (ELT) using an Ideal Man live session as an example.

Learning and Development

A list of facilitation tips and an explanation of the difference between facilitating and presenting meant for the High Kappa to improve their facilitation skills.

Learning principles and methods assignment

A brainstorming activ ity that helps the High Kappa create unique methods of experiential learning for fraternity education.

Big Brother guide

An overv iew of the basics of a Big Brother program meant to give the High Kappa a high-level understanding.

Big Brother contract

An example contract for Big Brothers to sign, prov iding written accountability for their role

9 Big Brother guide - Chapter session

A live session with new Big Brothers to identify characteristics of a good mentor, Big/Little pair, and practice hav ing conversations with a Little Brother.

Your guide to: Learning and Development

High Kappa Role Ready, or Learning and Development, cultivates the knowledge and skills needed for developing a learning-oriented Chapter. Aimed at High Kappas, Members learn what makes up a positive learning culture, how adults learn, and how, through their role, they can embed the values and teachings of Lambda Chi Alpha

Reflecting the core components of a positive learning culture, the program is organized into three sections: Env ironment, Engage, and Embed. Brothers must complete each of these three sections, plus a final assessment, before receiv ing a digital credential, which they can then showcase on their resume and LinkedIn.

We want High Kappas, and any Officer that completes this program, to realize that the skills they are developing have far-reaching benefits.

You're the Head of Learning and Development

Our introduction and overv iew of the course.

Create a culture of learning

Learning how to foster indiv idual and collective growth.

Env ironment

How to get buy-in and build an env ironment that welcomes learning.

Engage

How to make learning fun, relevant, and thoughtprovoking.

Embed

How to use repetition and reinforcement to make the learning stick.

Learning principles and methods

From theory to practical application, Members describe how they could use simple learning techniques in their Chapters.

Create an education plan

Putting their knowledge to the test, Members develop an educational plan and a fraternity education session.

Learning culture

How to use Ideal Man as a foundation for a positive learning culture. Building ownership Learn practical steps for getting everyone involved in fraternity education. Ritual to retention

Learn to identify per formance gaps and take steps to improve the Chapter.

Learning environment checklist

High Kappas (Fraternity educator) need to ensure that Brothers are ready, willing and able to learn. This means removing any barrier that impedes the learning environment. As a primer, sit with your High Kappa and ask them to reflect on previous Chapter learning sessions and their learning experience at college. You can then use this discussion to shape the following group exercise, Barriers to learning.

Before

Brothers know, in advance, what is expected and how they can prepare. Brothers are involved in identify ing learning needs. The current level of knowledge and skills is taken into account.

A lesson plan is developed.

Learning is planned to build reinforcement and repetition.

The physical env ironment is clean and tidy.

There is room to work collaboratively.

If needed (as in the case of Ritual training), a private area is available. The room is comfor table. Distractions are minimized.

During

Learning begins with a prompt (poll, question, challenge) to trigger the learning env ironment.

Learning connects to the why, and personal real-world application. Outcomes (what Brothers will be able to do) are clearly stated.

Brothers are asked to share their experiences.

Brothers are given an oppor tunity to experiment with the learning.

Brothers are allowed to reflect and share feedback.

Brothers are asked to commit.

After

Application is acknowledged and celebrated. Early adopters are asked to train and suppor t others.

Brothers are paired or placed in small groups to build on the learning. Brothers are v isually and verbally reminded of learning points and benefit

B a r r i e r s t o l e a r n i n gH i g h Z e t a s e s s i o n

C h a p t e r l e a r n i n g .

B r o t h e r s n e e d t o u n d e r s t a n d w h a t c a n i m p r o v e / i m p e d e

B r o t h e r . I t c a n h a p p e n i n f o r m a l l y o n a o n et oo n e b a s i s , s o c i a l l y o r

L e a r n i n g i s i n t e g r a l t o b e i n g a

t h r o u g h s t r u c t u r e d l e a r n i n g s e s s i o n s .

T h e H i g h Z e t a i s r e s p o n s i b l e f o r s e t t i n g t h e l e a r n i n g c u l t u r e . I t i s t h e i r j o b t o e n s u r e l e a r n e r s a r e

s u p p o r t e d a n d h a v e a c c e s s t o t h e l e a r n i n g t h e y r e q u i r e . I t i s a l s o t h e i r j o b t o e n s u r e l e a r n i n g

s e s s i o n s a r e w e l l a t t e n d e d , e n g a g i n g a n d r e l e v a n t .

B r o t h e r s a r e a b l e t o i d e n t i t y l e a r n i n g b a r r i e r s a n d i m p l e m e n t s t e p s t o m i t i g a t e t h e m .

T h e H i g h Z e t a t a k e s s t e p s t o d e v e l o p a p o s i t i v e l e a r n i n g c u l t u r e .

L o c a t e a q u i e t r o o m .

E n s u r e a d e q u a t e s e a t i n g .

I n a d v a n c e , a s k t h e H i g h Z e t a t o c o m e p r e p a r e d t o d i s c u s s t h e i r b e s t l e a r n i n g e x p e r i e n c e o n

c a m p u s , a n d t h e i r w o r s t . B r o t h e r s a r e t o r e f l e c t o n :

D i d t h e y h a v e t h e n e c e s s a r y

R e a d i n e s s t o l e a r n . D i d t h e y c o m e p r e p a r e d a n d f o c u s e d ?

W a s t h e t r a i n e r o r p r o f e s s o r r e a d y t o t e a c h ?

f o u n d a t i o n a l k n o w l e d g e ?

W i l l i n g n e s s t o l e a r n . D i d t h e y w a n t t o l e a r n ? E q u a l l y , d i d t h e t r a i n e r o r p r o f e s s o r w a n t t o t e a c h ?

A b i l i t y t o l e a r n . E x a m i n e t h e t i m e , l o c a t i o n , e x t e r n a l p r e s s u r e , d i s t r a c t i o n s , g r o u p d y n a m i c s a n d s u p p o r t i n g a i d e s .

Z e t a t o i d e n t i f y t h r e e t h i n g s t h a t t h e y b e l i e v e B r o t h e r s n e e d t o l e a r n .

I n a d v a n c e , a s k t h e H i g h

P o i n t s a n d M e s s a g e s

K e y T e a c h i n g

P e r f o r m a n c e

O u t c o m e s

P r e p a r a t i o n a n d M a t e r i a l s C h e c k l i s t

D o n ’ t f o c u s o n t h e h o wc o n c e n t r a t e o n t h e w h a t . F o r e x a m p l e : C o m m u n i c a t i n g f r a t e r n i t y i n a r e s u m e , b u d g e t i n g , B i g

B r o t h e r r o l e s a n d r e s p o n s i b i l i t i e s , R i t u a l e t c .

B r i n g a s e t o f p o s t i t s a n d m a r k e r s .

“ E n v i r o n m e n t C h e c k l i s t ” d o w n l o a d e d o r p r i n t e d .

H a v e

B a r r i e r s t o l e a r n i n gH i g h Z e t a s e s s i o n

F a c i l i t a t o r I c o n K e y : T h e s e i c o n s w i l l g u i d e y o u r a c t i o n s a s a f a c i l i t a t o r . R e f e r e n c e t h e m a s a q u i c k r e m i n d e r o f w h a t y o u n e e d t o

d o a t e a c h s t a g e o f t h e s e s s i o n .

A c t i v i t y S e l f r e f l e c t i o n U s e a f l i p c h a r t T r a n s i t i o n s e c t i o n s

D e b r i e f G r o u p d i s c u s s i o n

M a k e c o m m e n t s A s k q u e s t i o n s

I n s t r u c t i o n a l S t r a t e g i e s

S h a r e a p e r s o n a l s t o r y r e g a r d i n g l e a r n i n g a n d t h e i m p o r t a n c e o f a l e a r n i n g

c u l t u r e . E x p l a i n t h e r o l e o f l e a d e r s h i p i n c r e a t i n g a n d e m u l a t i n g a l e a r n i n g c u l t u r e .

A s k B r o t h e r s t o s h a r e t h e i r b e s t a n d w o r s t l e a r n i n g e n v i r o n m e n t . K e e p i t l i g h t . M a k e s u r e t h e r e i s e q u a l o n u s o n b o t h t h e l e a r n e r a n d t h e t e a c h e r . C o v e r R e a d y ,

W i l l i n g a n d A b l e t o l e a r n . A s k B r o t h e r s t o s h a r e t h e i r e x p e r i e n c e s .

Y o u c a n e i t h e r s p l i t t h e H i g h Z e t a i n t o t h r e e g r o u p s o r k e e p a s o n e l a r g e g r o u p .

A s k B r o t h e r s t o l i s t a l l t h e b a r r i e r s a s s o c i a t e d w i t h b e i n g R e a d y , W i l l i n g , a n d

A b l e t o l e a r n i n t h e i r C h a p t e r . S e e t h e A d d i t i o n a l n o t e s f o u n d a t t h e b o t t o m o f

t h i s f a c i l i t a t o r g u i d e t o p r o m p t t h e B r o t h e r s .

K e y P o i n t s

E s t i m a t e d

T i m i n g

1 0 m i n . W e l c o m e t o t h e s e s s i o n

R e a d y , w i l l i n g , a n d a b l e t o l e a r n b a r r i e r s

1 0 m i n . ( 2 0 m i n . t o t a l )

B a r r i e r s t o l e a r n i n gH i g h Z e t a s e s s i o n

I n s t r u c t i o n a l S t r a t e g i e s

A s k B r o t h e r s t o i d e n t i f y t w o t h i n g s , p e r s e c t i o n , t o i n c r e a s e r e a d i n e s s , w i l l i n g n e s s , a n d a b i l i t y t o l e a r n . S e e t h e A d d i t i o n a l n o t e s f o u n d a t t h e b o t t o m o f

t h i s f a c i l i t a t o r g u i d e t o p r o m p t t h e B r o t h e r s .

E s t i m a t e d T i m i n g K e y P o i n t s

R e f e r r i n g t o p r ew o r k , a s k B r o t h e r s t o w o r k t o g e t h e r t o i d e n t i f y a n d a g r e e o n

t h r e e t o p i c s t o b e c o v e r e d t h i s s e m e s t e r .

A s s i g n a l e a d f o r e a c h t o p i c t o w o r k w i t h t h e H i g h K a p p a .

C l o s e t h e s e s s i o n b y h a v i n g a q u i c k c o n v e r s a t i o n w i t h t h e f o l l o w i n g i d e a s :

B u i l d i n g a l e a r n i n g c u l t u r e i s a t e a m e f f o r t .

L e a d e r s s e t t h e e x a m p l e .

C h a p t e r t o c r e a t e l e a r n i n g

U s e y o u r p e r s o n a l e x p e r i e n c e , a n d n e e d s o f t h e

t h a t d r i v e s c h a n g e .

L e a d e r s h i p

S t e a d

D e v e l o p m e n t i n

L e a r n i n g a n d

E n c o u r a g e M e m b e r s t o c o m p l e t e

C o l l e g e a n d t h a n k t h e m f o r t h e i r p a r t i c i p a t i o n .

R e a d y , w i l l i n g , a n d a b l e t o l e a r n s o l u t i o n s

1 5 m i n . ( 3 5 m i n . ) t o t a l

P l a n f o r t h e s e m e s t e r

1 5 m i n . ( 5 0 m i n . t o t a l )

5 m i n . ( 5 5 m i n . t o t a l ) C o n c l u s i o n

B a r r i e r s t o l e a r n i n gH i g h Z e t a s e s s i o n

A d d i t i o n a l n o t e s

W i l l i n g t o l e a r n P r o m p t s t o u n c o v e r b a r r i e r s :

D o y o u b u i l d b u yi n i n a d v a n c e ?

B r o t h e r s i n v o l v e d ?

A r e

D o B r o t h e r s u n d e r s t a n d t h e i r l e a r n i n g g a p s ?

H a v e y o u a n s w e r e d t h e q u e s t i o n , “ W h a t ’s i n i t f o r m e ? ” P r o m p t s t o f i n d s o l u t i o n s :

B r o t h e r s f o r t h e i r t o p t h r e e l e a r n i n g t o p i c s .

A s k

H o l d a l i g h th e a r t e d q u i z t o r e v e a l l e a r n i n g g a p s .

B r i n g i n e x t e r n a l s p e a k e r s a n d f a c i l i t a t o r s .

R e a d y t o l e a r n P r o m p t s t o u n c o v e r b a r r i e r s :

D o B r o t h e r s c o m p l e t e t h e n e c e s s a r y p r ew o r k ?

D o B r o t h e r s a r r i v e w i t h t h e n e c e s s a r y

e q u i p m e n t / d o c u m e n t s ?

D o B r o t h e r s p o s s e s s t h e t o p i c s f o u n d a t i o n a l

k n o w l e d g e ?

P r o m p t s t o f i n d s o l u t i o n s :

I s s u e p r o m p t s o r r e m i n d e r s b e f o r e t h e s e s s i o n t o

h i g h l i g h t w h a t i s r e q u i r e d .

U s e t h e H i g h Z e t a t o s e t a n e x a m p l e a n d n u d g e

B r o t h e r s . I n c r e a s e r e l e v a n c e b y r e f e r r i n g t o r e c e n t

c i r c u m s t a n c e s o r e v e n t s .

A b l e t o l e a r n P r o m p t s t o u n c o v e r b a r r i e r s :

I s t h e c u r r e n t l o c a t i o n s u i t a b l e , c l e a n a n d t i d y ?

I s i t q u i e t a n d f r e e o f d i s t r a c t i o n s ?

W h e n t r a i n i n g s e s s i o n s a r e h e l d , i s t h e t i m e a n d t i m e f o r l e a r n i n g s u i t a b l e ?

I s t h e n e c e s s a r y e q u i p m e n t a v a i l a b l e ?

I s p o s t l e a r n i n g r e i n f o r c e m e n t a v a i l a b l e ?

P r o m p t s t o f i n d s o l u t i o n s :

C l e a n t h e r o o m , e m p t y b i n s a n d o p e n w i n d o w s t o m a k e e n v i r o n m e n t m o r e s u i t a b l e .

G e t a g r e e m e n t f r o m t h e m a j o r i t y o f B r o t h e r s f o r b e s t d a y a n d t i m e f o r a l e a r n i n g s e s s i o n .

Experiential learning in action

Below is part of the activity from the Week 7 live session of the Ideal Man learning journey

Developing Myself. This cross-the-line activity is a great example of how experiential learning theory (ELT) is woven into Ideal Man. On the next page we will break down how it uses the four stages identified by David Kolb, American psychologist.

Ideal Man 1: Developing Myself - Week 7 (Integrity and Personal Courage)

Estimated Timing

25-30 min. (45-55 min total)

Cross the line

Key Points

You may adjust or omit prompts that you do not feel comfortable asking Members.

It is recommended you have an Advisor present to assist in facilitating discussion after prompts.

Encourage Members to share freely about their experiences. It is okay to share times when they’ve lacked Integrity or Personal Courage

Remind Members that we do not seek perfection but only continuous selfreflection and a willingness to grow

Instructional Strategies

Cross the line

This activity requires Members to examine their beliefs and practices, communicate them to their Brothers, and learn about different experiences and perspectives.

All Members will begin on a clearly denoted center line. Designate one side of the line as “agree” and the other as “disagree.” Instruct participants to move to either side of the line after a prompt is read. For later sections, participants should stay in the center if they have not experienced the prompt Read the prompts in order:

Introduction

I have broken a bone I have at least one sibling I have a tattoo or piercing I have been on the Dean’s list or earned a 4 0 one term in high school

Activity continued on next page

Experiential learning in action

Concrete experience

Kolb’s theory suggests a person cannot learn by simply observing or reading The cross-the-line activity provides a concrete experience because it asks the learner to actively participate. Learners move and respond based on the instruction from the High Kappa, learning from the different actions that everyone takes.

Reflective observation

The cross-the-line activity ends with the learner reviewing the experience and debriefing questions led by the High Kappa. This is the perfect opportunity to find meaning in the actions of others and practice reflective observation

Abstract conceptualization

In the post-activity debrief of the activity the learner is also asked to tie what they have observed back to Integrity and Personal Courage. It’s here where they get the chance to develop theories to explain their experience through abstract conceptualization. The learner identifies recurring themes, problems, and issues. The goal is that after the post-activity debrief the learner can then take what they have identified and apply it in the future.

Active experimentation

At the end of the activity, the High Kappa encourages Members to talk with others about what they learned Then, Members can begin noticing Integrity and Personal Courage in other situations. Members are then able to actively experiment with the application of these values and understand their underlying impact.

Facilitation tips

Facilitation vs.

presentation

The Association for Talent Development defines facilitation as involving a ‘guide on the side’ who asks questions, moderates discussion, and introduces activities. They define presentation as a ‘sage on the stage’ delivering content to an audience. Each method has a time and place for learning. Check out the table below to identify some differences between the two:

Facilitation Presentation

High engagement from learners

Facilitator is a guide

Adaptable and flexible

Learners discuss, debate, and work together

Most talking done by learners

Low engagement from learners

Presenter is an expert

Fixed plan and format

Learners receive information and self-reflect

Most talking done by presenter

Presentation and facilitation are different methods to learning. Which method do you think would lead to a more successful fraternity education? Look at each method to see which is the best fit.

Presentation:

1. The High Kappa must choose and research a topic to become an expert.

2. The High Kappa must create learning materials like a PowerPoint presentation.

3. The High Kappa delivers a fixed presentation to Members while learners passively participate, listen, and receive information.

Facilitation:

1. The High Kappa must choose and research a topic to become familiar with content.

2. The High Kappa chooses activities that will help teach the topic.

3 The High Kappa facilitates highly engaging discussion, debate, and activities

Facilitation tips

Here are 10 things you can do as a facilitator to enhance your fraternity education sessions. When applied, these tools and techniques, can enhance the Member experience and drive engagement. As you read through the tips think about how you can implement these skills in your next session.

Create clear expectations. Clear expectations help each Member understand their responsibilities. Facilitators can set clear expectations by outlining them through written or verbal communication and checking on progress throughout the session or activity. An example of a clear expectation may be the number of times you are looking for each Member to participate or ask a question.

Reinforce positive behaviors. Positive behavior such as good communication, extra effort throughout an activity, or assisting another Member helps reinforce an atmosphere of mutual respect and productivity. Reinforcing positive behavior involves recognizing good work and then praising the efforts of the Member(s) for their contribution to the group. You can also offer small rewards or recognition, like a “Most Engaged Member” award.

Answer questions. As a facilitator, you are likely to receive questions about instructions, expectations, and general information. You need to answer questions thoroughly to establish yourself as a source of support and guidance for the group. This helps prevent miscommunication and reinforces the idea that the group can talk to the facilitator if they experience challenges If you don’t know the answer to a question, that’s okay Make a note of the question and be sure to follow up with the answer when you do have it.

Minimize disruptions and distractions. Distractions can slow progress, so it's the facilitator's responsibility to minimize distractions and disruptions If you're in a meeting, you can consider enforcing policies like "no phones" or "only one person speaks at a time." These rules help reduce distractions and increase concentration and productivity.

Stay engaged. Facilitators can make the group feel more confident about their work when they are engaged in the team's progress. When you celebrate the team's high points or unite with everyone during the low points, you show other Members that you're invested in their success. This helps foster trust and communication and can generate respect between you and the Chapter.

Facilitation tips

Encourage taking breaks. Facilitating involves considering Members' needs, which includes the need for regular breaks. Encourage Members to take a break and provide time to do so. Breaks can help improve productivity by allowing everyone to re-energize themselves.

Ask for feedback. Asking the group for feedback can help you see how your leadership is received from the group's perspective and identify areas for improvement. Honest feedback can establish a standard for you and allow you to focus on certain qualities or skills. Consider asking for feedback from Members following an education session or after a program has been completed.

Be inclusive. Groups benefit from inclusivity because it helps them succeed by applying everyone's unique skills to different tasks. Work to include everyone in conversation and group work to instill a sense of unity and companionship. Additionally, this approach can expose group members to new ideas or ways of thinking.

Adapt to different roles. As a facilitator, it's important to understand your roles and responsibilities. You serve as the leader and organizer for the group, which means you perform duties such as interacting with each group member, observing and identifying their strengths, and helping guide them in the right direction. Depending on the topic or the Members attending, your role may need to shift to best help reach the desired goal.

Use an agenda. Using an agenda can help you stay on track throughout an educational session. You can also share the agenda with Members to make sure everyone understands what will be covered. Consider allowing Members time to review the agenda so they can prepare questions before the meeting starts.

Learning principles and methods assignment

Below is a quick recap on the six principles of Andragogy (adult learning).

Build on past experience

Share the objectives and benefits

Allow things to be self-directed

Learning needs to provide an immediate benefit

Consider the following reflection questions when incorporating these principles into your future education sessions or learning opportunities.

1. What tactics can you use to draw out learner experience and expertise? How can you relate what you are discussing now to things Members have done in the past?

2 How might you encourage and support learner responsibility? How can Members learn from one another?

3. Have you identified what each education opportunity offers Members? What brings everyone to each education session?

4. How do you plan to ensure learning is applied soon after the event?

5. How can you structure the learning to ensure it is solving a problem?

6. How might you emphasize the intrinsic value of the learning?

Learning principles and methods assignment

Look at the learning methods below and fill in your own example of how each method could be used in the Chapter to help create a culture of learning.

Learning methods: Chapter example:

Project-based learning

Here Members get to problem-solve in real-world situations. During this type of learning the High Kappa’s role is to act as a guide and facilitator.

Example – Community members work together to create a mural. They will work to conceptualize the mural, design it, plan it, and then paint it

Group discussions and debates

Members get the chance to exchange, challenge, and explore ideas in a controlled environment. During this type of learning the High Kappa’s role is to set the stage for Members to learn from each other.

Example – A new company has internal debates on what social media platform is the best way to pitch their new product.

Learning principles and methods assignment

Look at the learning methods below and fill in your own example of how each method could be used in the Chapter to help create a culture of learning.

Learning methods: Chapter example:

Case studies and storytelling

A case study or story of someone falling short or overcoming challenges can be a great learning experience. During this type of learning the High Kappa’s role is to create a safe and supportive environment where Members are encouraged to relate the story to their life and current situation

Example – First responders analyze past accidents to see what the best way is to respond to future incidents.

Mentorship

This is an opportunity to learn oneon-one. During this type of learning the High Kappa’s role is to monitor mentor and mentee to ensure the relationships are productive and mutually beneficial.

Example – A professor has a teaching assistant (TA) who helps in the classroom. In return the TA has the opportunity to learn.

Learning principles and methods assignment

Look at the learning methods below and fill in your own example of how each method could be used in the Chapter to help create a culture of learning.

Learning methods: Chapter example:

Games

Learning should be fun and engaging. Gameplay gives Members room to practice problem-solving, critical thinking, and communication skills. During this type of learning the High Kappa’s role is to explain the rules and afterwards identify the lessons and their application in the real world.

Example – A board game that teaches strategy can be a learning opportunity when debriefed and connected to other experiences.

Big Brother guide

What is the purpose of a Big Brother?

A great way to embed new behaviors and knowledge is the Big Brother program. The purpose of a Big Brother is to help Associate Members make the transition to fraternity and/or college life. With a new group of friends, a new environment, and a rigorous study schedule, this adjustment can be intimidating. The Big Brother serves as a mentor, guide, coach, resource, and role model. The Big Brother can:

Answer questions

Help the Little Brother with any education before Initiation

Help the Little Brother feel comfortable in Fraternity life

Who should be Big Brothers in your Chapter?

When determining which Members in the Chapter are eligible to be a Big Brother, keep in mind that a Big Brother should exemplify the values of Lambda Chi Alpha. Big Brothers are Members that:

Are in good standing with the Chapter (financially, judicially, and academically)

Regularly attend Chapter meetings

Want to be involved in the Chapter Are looking for a leadership role

What are some top tips for assigning Big Brothers?

The example below is just one of the many strategies for assigning Big Brothers to Associate Members.

Once a list of eligible Big Brothers has been compiled, give each Associate Member the list and ask them to narrow it down to their top three choices for their Big Brother. Ask the Big Brothers to do the same. Narrowing down the list of Associate Members to their top three choices for a Little Brother. Both lists are to be collected. Then the High Kappa and their committee meet with the High Delta and their committee to match Big Brothers with their new Little Brothers. If there are eligible Big Brothers on either committee, they may be asked to not attend the selection process if you believe there will be a conflict of interest.

Big Brother guide

Big Brother and Little Brother pairing should be based on:

Mutual interests

Similar courses of study

The Big Brother’s ability to help the Little Brother in an area of need

Big Brother and Little Brother pairing should NOT be based on:

Personal servitude

Being a “cool guy”

Drawing names out of a hat

Big Brother contract: - Zeta

As a Big Brother of - Zeta, I commit to serve as a mentor and guide to my Little Brother, to be a role model of the ideals and principles of Lambda Chi Alpha, to par ticipate in all Lambda Chi Alpha educational programs and activ ities, to discuss and process his Associate Member experience with my Little Brother, to rev iew all Lambda Chi Alpha education assignments and to monitor the progress of my Little Brother, and to assess and promote his readiness for Initiation. I cer tify that I have met and shall continue all the following requirements:

1. Recruitment: I will actively promote Lambda Chi Alpha and assist in all recruitment events. I will assist in the training of my Little Brother in the best recruitment practices.

2. Academics: I will obtain and maintain a 2.75 GPA or higher unless the Executive Committee by unanimous consent allows me to forgo this requirement but at no times can I be approved to be a Big Brother if my GPA is below 2.50.

3. Extracurricular activ ities: I will be actively involved in one or more registered student organizations on campus and will encourage and assist my Little Brother being involved in one as well.

4. Finances: I will always be fully paid of my dues with the - Zeta or will always be in full compliance with my payment plan approved by the Executive Committee

5 Alumnus: After becoming an Alumni Member, I will volunteer my time, talent and treasure to the Lambda Chi Alpha International Fraternity and - Zeta when possible

6 General Fraternity functions: I will promote Chapter attendance at all General Fraternity functions including General Assemblies and other international events.

7. Proper ty: I will respect all Lambda Chi Alpha symbols, trademarks, and Rituals of the fraternity. I will also respect all Chapter & University proper ty and set a good example for my Little Brother and all Brothers to follow.

8. Chapter Functions: I will attend all meetings, serve as a sober monitor, assist the Officers as needed, promote attendance at cultural/educational events and encourage my Little Brother to do so as well.

9. Lambda Chi Alpha Policies: I will follow all Lambda Chi Alpha, university, local, state, and federal rules & regulations. I will at no time par ticipate in or promote activ ities that are or could be interpreted as hazing.

10. Officers: I will follow all directions given by express wording from the High Kappa, High Phi, and High Pi regarding new Member onboarding, fraternity education programming, and Pre-Initiation activ ities.

11. Training: I will attend and par ticipate in Big Brother and Resolution training.

12. Follow Up Sessions: I will meet with my Little Brother at least once per week outside of functions, new Member onboarding, or events to answer any questions he may have as well as follow up on each week’s education

For any reason, If I (print name), do not meet the above standards, my position as a Big Brother will be revoked by my own doing. I will hold myself to the highest standards in Lambda Chi Alpha. I will always be an exemplar to my Little Brother and all Members of - Zeta.

B i g B r o t h e r g u i d eC h a p t e r s e s s i o n

D e v e l o p m e n t . I t s

c i l i t a t i o n g u i d e h e l p s b u i l d o n t h e “ B i g B r o t h e r G u i d e ” i n L e a r n i n g a n d

T h i s f a

o b j e c t i v e i s t o c r e a t e a C h a p t e rw i d e l e a r n i n g o p p o r t u n i t y f o r C o l l e g i a t e B r o t h e r s a n d n o t j u s t t h e

H i g h K a p p a o r a n y o n e w h o h a s c o m p l e t e d t h i s l e s s o n / t o p i c i n t h e L a m b d a C h i A c a d e m y .

P o i n t s a n d M e s s a g e s

K e y T e a c h i n g

L i s t q u a l i t i e s o f a s u c c e s s f u l m e n t o r .

B i g / L i t t l e p a i r l o o k s l i k e .

E s t a b l i s h w h a t a g o o d

B r o t h e r .

L i t t l e

P r a c t i c e h a v i n g a c o n v e r s a t i o n w i t h a

B r o t h e r i n t h e f u t u r e .

B i g

P l a n h o w t o b e a b e t t e r

L o c a t e a q u i e t r o o m .

E n s u r e a d e q u a t e s e a t i n g .

B r o t h e r s f o r t h e u p c o m i n g t e r m .

B i g

K a p p a a n d a n y p o t e n t i a l

A u d i e n c e s h o u l d i n c l u d e t h e H i g h

A c t i v i t y : I c e b r e a k e r –C o n d u c t t h e e x e r c i s e y o u r s e l f a n d b e w i l l i n g t o s h a r e a p e r s o n a l s t o r y

a b o u t t h e b e n e f i t s o f a m e n t o r .

M a t e r i a l s B i g B r o t h e r G u i d e –h a n d o u t

B r o t h e r C o n t r a c t –h a n d o u t

B i g

N o t e b o o k / l a p t o p / p h o n e –f o r n o t e t a k i n g

P e r f o r m a n c e O u t c o m e s

P r e p a r a t i o n a n d

M a t e r i a l s C h e c k l i s t

F a c i l i t a t o r I c o n K e y : T h e s e i c o n s w i l l g u i d e y o u r a c t i o n s a s a f a c i l i t a t o r . R e f e r e n c e t h e m a s a q u i c k r e m i n d e r o f w h a t y o u n e e d t o

d o a t e a c h s t a g e o f t h e s e s s i o n .

c t i o n s

U s e a f l i p c h a r t T r a n s i t i o n s e

A c t i v i t y S e l f r e f l e c t i o n

G r o u p d i s c u s s i o n

D e b r i e f

M a k e c o m m e n t s A s k q u e s t i o n s

I n s t r u c t i o n a l S t r a t e g i e s

B i g B r o t h e r g u i d eC h a p t e r s e s s i o n

K e y P o i n t s

E s t i m a t e d T i m i n g

I n t r o d u c e y o u r s e l f a n d w e l c o m e M e m b e r s t o t h e s e s s i o n .

B r o t h e r C o n t r a c t o r e n s u r e M e m b e r s

B i g

B r o t h e r G u i d e a n d t h e

B i g

H a n d o u t t h e

h a v e a d i g i t a l c o p y i n f r o n t o f t h e m .

I c e b r e a k e r A s k p a r t i c i p a n t s t o t h i n k o f o n e o r t w o p e o p l e i n t h e i r l i f e w h o t h e y l o o k u p t o

a n d g o t o f o r a d v i c e . T h i s c o u l d b e a f r i e n d , c o l l e a g u e , p r o f e s s o r , f a m i l y

B r o t h e r .

B i g

m e m b e r , o r e v e n a

P a r t i c i p a n t s w r i t e d o w n t h r e e r e a s o n s t h e i r p e r s o n i s t h e i r g ot o f o r

i m p o r t a n t c o n v e r s a t i o n s .

C a l l o n p a r t i c i p a n t s t o s h a r e t h e i r p e r s o n a n d t h e r e a s o n s w h y t h e y a r e t h e i r

g ot o . A l l o w f o r f i v e t o s e v e n r e s p o n s e s .

T r a n s i t i o n : T h e r e a r e a f e w w a y s t o a p p r o a c h b e i n g a B i g B r o t h e r a n d s o m e w i l l w o r k b e t t e r t h a n o t h e r s , b u t t h e r e i s n ’ t o n e r i g h t w a y t o d o i t . T h e r e a r e , h o w e v e r ,

b a s i c e x p e c t a t i o n s t h a t w e s h o u l d m e e t t o g i v e t h e r e l a t i o n s h i p t h e

s o m e

b e s t c h a n c e o f b e i n g m e a n i n g f u l .

5 m i n . W e l c o m e t o t h e s e s s i o n

I n s t r u c t i o n a l S t r a t e g i e s

B i g B r o t h e r g u i d eC h a p t e r s e s s i o n

K e y P o i n t s

E s t i m a t e d T i m i n g

B r o t h e r C o n t r a c t f o r t h i s s e c t i o n .

B i g

R e f e r t o t h e

B i g B r o t h e r , i t i s i m p o r t a n t t o s e t e x p e c t a t i o n s f o r y o u r s e l f . Y o u

S a y : A s a p o t e n t i a l

h a v e a c o n t r a c t i n f r o n t o f y o u t h a t s e t s s o m e b a s i c e x p e c t a t i o n s f o r s t e p p i n g

i n t o t h i s r o l e . R e m e m b e r , y o u a r e a r o l e m o d e l , a n d o n t o p o f y o u r n o r m a l s t u d e n t

C h a p t e r e x p e c t a t i o n s t o d e m o n s t r a t e f o r n e w

r e s p o n s i b i l i t i e s , y o u h a v e

M e m b e r s .

P a r t i c i p a n t s s h o u l d w r i t e d o w n t h e i r a n s w e r s t o t h e f o l l o w i n g q u e s t i o n s , e i t h e r o n p a p e r o r d i g i t a l l y .

A s k : H o w d o y o u w a n t y o u r L i t t l e B r o t h e r t o v i e w y o u ?

W h a t k i n d o f e x a m p l e d o y o u w a n t t o s e t f o r n e w M e m b e r s ?

W h a t d o y o u w i s h y o u r B i g B r o t h e r d i d f o r y o u w h e n y o u w e r e a n e w

M e m b e r ?

T r a n s i t i o n :

N o w t h a t w e ’ v e s e t a v i s i o n f o r o u r s e l v e s , l e t ’ s t a l k a b o u t w h a t t o d o a n d n o t

B r o t h e r .

B i g

d o a s a

W h a t k i n d o f

B i g d o I w a n t t o b e ?

5 m i n . ( 1 0 m i n . t o t a l )

I n s t r u c t i o n a l S t r a t e g i e s

B i g B r o t h e r g u i d eC h a p t e r s e s s i o n

K e y P o i n t s

E s t i m a t e d T i m i n g

B r o t h e r G u i d e f o r t h i s s e c t i o n .

B i g

R e f e r t o t h e

S a y : W e ’ v e j u s t d i s c u s s e d s o m e o f o u r a m b i t i o n s f o r o u r s e l v e s a n d h a v e s t a r t e d t o

d e f i n e w h a t m a k e s a g o o d m e n t o r . N o w , l e t ’ s d i s c u s s w h a t m a k e s a g o o d

B r o t h e r ’ s c o n t r o l .

B i g

p a i r , b e c a u s e , o f c o u r s e , s o m e t h i n g s a r e o u t o f t h e

T h e B i g B r o t h e r G u i d e i n f r o n t o f y o u h a s a f e w b r i e f t h i n g s t o k e e p i n m i n d

B i g B r o t h e r p r o g r a m .

f o r a

H a v e p a r t i c i p a n t s c a l l o u t a n s w e r s t o t h e f o l l o w i n g q u e s t i o n s . A l l o w f o r 35 q u i c k

r e s p o n s e s t o e a c h .

B r o t h e r d o t o m a k e a g o o d i m p r e s s i o n o n e a c h

A s k : W h a t c o u l d a B i g o r L i t t l e

B r o t h e r d o t o m a k e a b a d i m p r e s s i o n o n e a c h

o t h e r ? W h a t c o u l d a B i g o r L i t t l e

C h a p t e r l o o k g o o d o r

o t h e r ? H o w c o u l d a f a m i l y t r e e o f B i g s a n d L i t t l e s m a k e t h e

b a d ?

W h a t m a k e s a g o o d

B i g / L i t t l e p a i r ?

1 0 m i n . ( 2 0 m i n . t o t a l )

I n s t r u c t i o n a l S t r a t e g i e s

B i g B r o t h e r g u i d eC h a p t e r s e s s i o n

B i g o r L i t t l e a r e a c t i n g p o o r l y , b u t

S a y : I t i s u s u a l l y c l e a r w h e n a

i t c a n b e h a r d e r t o s e e w h e n a B i g i s n ’ t t a k i n g i t s e r i o u s l y . I n g e n e r a l , w e l o o k f o r t h r e e t h i n g s f o r a B i g t o h o l d t h e m s e l v e s t o . L i s t t h e s e o u t n e x t t o y o u r p e r s o n a l e x p e c t a t i o n s f o r b e i n g a B i g B r o t h e r :

B e a m e n t o r

B e a f r i e n d M o n i t o r A s s o c i a t e M e m b e r p r o g r e s s

A s k : B e i n g a m e n t o r a n d f r i e n d i s c l e a r , b u t w h a t d o w e m e a n

b y “ m o n i t o r A s s o c i a t e M e m b e r p r o g r e s s ” ?

A l l o w f o r a f e w m i n u t e s o f d i s c u s s i o n a n d r e f e r t o t h e k e y

p o i n t s a s n e c e s s a r y . T h e n t r a n s i t i o n t o t h e n e x t a c t i v i t y .

T r a n s i t i o n :

B e i n g a g o o d f r i e n d a n d m e n t o r m i g h t s o u n d e a s y e n o u g h ,

b u t s o m e o f t h e s e c o n v e r s a t i o n s c a n b e c h a l l e n g i n g a n d

y o u n e e d t o h a v e a n i d e a o f h o w t o r e s p o n d .

K e y P o i n t s

W h a t m a k e s a g o o d B i g / L i t t l e

p a i r ? ( c o n t . )

M o n i t o r A s s o c i a t e M e m b e r

E s t i m a t e d T i m i n g

p r o g r e s s

E n s u r e A s s o c i a t e M e m b e r s

a r e e n g a g e d d u r i n g :

F r a t e r n i t y e d u c a t i o n

C h a p t e r m e e t i n g s

R e c r u i t m e n t , p h i l a n t h r o p y ,

a n d s o c i a l e v e n t s .

A r e A s s o c i a t e M e m b e r s a p p l y i n g t h e l e s s o n s o f t h e

1 0 m i n . ( 2 0 m i n . t o t a l )

f r a t e r n i t y a n d l i v i n g L a m b d a

C h i ’s v a l u e s ?

A r e A s s o c i a t e M e m b e r s

i m p r o v i n g a t h a v i n g d e e p

c o n v e r s a t i o n s a n d r e f l e c t i n g

o n e x p e r i e n c e s ?

M o s t i m p o r t a n t l y , a r e

A s s o c i a t e M e m b e r s e n j o y i n g

t h e i r t i m e w i t h t h e C h a p t e r ?

I n s t r u c t i o n a l S t r a t e g i e s

B i g B r o t h e r g u i d eC h a p t e r s e s s i o n

S p l i t t h e r o o m i n t o s m a l l g r o u p s o f t h r e e . A p a i r w i l l p r a c t i c e a s c e n a r i o w h i l e t h e

o t h e r i n t h e i r s m a l l g r o u p w a t c h e s a n d g i v e s f e e d b a c k . T h e s c e n a r i o s c a n b e

f o u n d i n t h e A d d i t i o n a l n o t e s s e c t i o n f o u n d a t t h e e n d o f t h i s f a c i l i t a t o r g u i d e .

B i g / L i t t l e p a i r a r e

S a y : T h r e e s k i l l s t h a t w i l l h e l p a n y r e l a t i o n s h i p , b u t e s p e c i a l l y t h e

a c t i v e l i s t e n i n g , e m p a t h y , a n d s o l u t i o nf i n d i n g . L e t ’ s d i s c u s s t h o s e q u i c k l y

b e f o r e w e d o t h e n e x t a c t i v i t y .

Q u i c k l y o u t l i n e t h e f o l l o w i n g t h r e e c o n c e p t s t h a t p a r t i c i p a n t s s h o u l d k e e p i n m i n d

w h i l e a c t i n g o u t t h e s c e n a r i o s . R e f e r t o t h e A d d i t i o n a l n o t e s s e c t i o n f o r a

d e s c r i p t i o n o f e a c h . L i s t e n a c t i v e l y P r a c t i c e e m p a t h y

F i n d s o l u t i o n s t o g e t h e r

K e y P o i n t s

E s t i m a t e d T i m i n g

B i g / L i t t l e s c e n a r i o s

2 0 m i n . ( 4 0 m i n . t o t a l )

I n s t r u c t i o n a l S t r a t e g i e s

B i g B r o t h e r g u i d eC h a p t e r s e s s i o n

A c t i v i t y : I n y o u r s m a l l g r o u p s , w e a r e g o i n g t o p r a c t i c e a f e w c o n v e r s a t i o n s . Y o u ’ l l t a k e

E s t i m a t e d T i m i n g K e y P o i n t s

B i g B r o t h e r , a n d a n o b s e r v e r . O b s e r v e r s , p l e a s e w a t c h a n d g i v e f e e d b a c k a f t e r t h e c o n v e r s a t i o n .

t u r n s a c t i n g a s t h e L i t t l e B r o t h e r , t h e

F i r s t , t h e L i t t l e a n d B i g w i l l a c t t h r o u g h t h e s c e n a r i o f o r t h r e e m i n u t e s , t h e n

B i g . T h e n t h e o b s e r v e r

L i t t l e s h o u l d g i v e f e e d b a c k t o t h e a c t i n g

t h e a c t i n g

c a n g i v e f e e d b a c k o n b o d y l a n g u a g e a n d t o n e o f v o i c e .

Y o u ’ l l h a v e t w o m i n u t e s t o d i s c u s s b e f o r e s w i t c h i n g t o t h e n e x t s c e n a r i o .

E v e r y o n e w i l l a c t i n e a c h r o l e a t l e a s t o n c e .

B i g / L i t t l e s c e n a r i o s ( c o n t . )

A f t e r a l l g r o u p s h a v e a c t e d t h r o u g h t h e s c e n a r i o s a n d e v e r y o n e h a s h a d a

c h a n c e t o a c t i n e a c h r o l e , t r a n s i t i o n i n t o t h e c o n c l u s i o n a n d d e b r i e f .

T r a n s i t i o n : L e t ’ s t a k e a f e w m i n u t e s h e r e t o d i s c u s s t h e i m p o r t a n c e o f w h a t w e ’ v e

c o v e r e d t o d a y .

2 0 m i n . ( 4 0 m i n . t o t a l )

I n s t r u c t i o n a l S t r a t e g i e s

B i g B r o t h e r g u i d eC h a p t e r s e s s i o n

C o n c l u d e t h e s e s s i o n w i t h a f e w o f t h e f o l l o w i n g d e b r i e f q u e s t i o n s .

H o w w e r e t h e s c e n a r i o s ? W a s i t d i f f i c u l t t o a c t t h e m o u t ? A w k w a r d ?

W h y i s i t i m p o r t a n t t o p r a c t i c e h a v i n g c o n v e r s a t i o n s l i k e t h i s ?

B i g B r o t h e r ?

W h a t s k i l l s d o y o u t h i n k y o u c o u l d i m p r o v e t o b e a b e t t e r

W e r e a n y o f t h e c o n v e r s a t i o n s h a r d e r t o n a v i g a t e t h a n o t h e r s ?

K e y P o i n t s

E s t i m a t e d T i m i n g

O r d i d y o u o f f e r s o l u t i o n s r i g h t a w a y ?

C u l t u r a l l y ?

W e r e y o u a b l e t o f i n d s o l u t i o n s t o g e t h e r ?

B r o t h e r s i m p r o v e a C h a p t e r o p e r a t i o n a l l y ?

B i g

H o w c a n m o t i v a t e d

B r o t h e r c o n t r a c t a n d g i v e t h a t t o t h e H i g h

C a l l t o a c t i o n T h e l a s t s t e p i s t o s i g n t h e B i g

K a p p a . B y a t t e n d i n g t h i s s e s s i o n a n d s i g n i n g t h e c o n t r a c t , y o u a r e h o l d i n g

y o u r s e l f a c c o u n t a b l e a n d h e l p i n g t h e C h a p t e r b u i l d a s t r o n g e r c u l t u r e o f l e a r n i n g .

C o n c l u s i o n

5 m i n . ( 4 5 m i n . t o t a l )

B i g B r o t h e r g u i d eC h a p t e r s e s s i o n

I f w e a r e

A d d i t i o n a l n o t e s

C o m m u n i c a t i o n s k i l l s :

L i s t e n a c t i v e l y : O f t e n d u r i n g c o n v e r s a t i o n s , w e l i s t e n t o r e s p o n d i n s t e a d o f l i s t e n i n g t o l e a r n . T h e d i f f e r e n c e ?

l i s t e n i n g t o r e s p o n d , t h e n w e a r e s p e n d i n g t h e t i m e t h e o t h e r i s s p e a k i n g i n o u r o w n h e a d s t h i n k i n g a b o u t o u r e x p e r i e n c e o r

o p i n i o n o n t h e s u b j e c t . W h e n w e l i s t e n t o l e a r n , w e p u t o u r o w n a g e n d a a s i d e a n d c a n t r u l y h e a r t h e o t h e r p e r s o n . A c t i v e

l i s t e n i n g a l s o i n v o l v e s p a y i n g a t t e n t i o n t o , a n d r e t u r n i n g , n o n v e r b a l c u e s l i k e b o d y l a n g u a g e a n d p o s t u r e .

P r a c t i c e e m p a t h y : A c t i v e l i s t e n i n g i s c r u c i a l i n p r a c t i c i n g e m p a t h y . E m p a t h y i s t h e a b i l i t y t o u n d e r s t a n d w h a t a n o t h e r i s

f e e l i n g . Y o u a r e p u t t i n g y o u r s e l f i n t h e i r s h o e s , s o t o s p e a k . E m p a t h y c a n b u i l d t r u s t i n a r e l a t i o n s h i p , p r o m o t e a s e n s e o f

b e l o n g i n g , a n d c r e a t e m o r e p o s i t i v e f e e d b a c k i n c o m m u n i c a t i o n .

F i n d s o l u t i o n s t o g e t h e r : W h e n s o m e o n e b r i n g s a p r o b l e m t o y o u , w e t e n d t o a u t o m a t i c a l l y o f f e r a s o l u t i o n t h a t s e e m s o b v i o u s t o u s . B u t , w h e n w e i m m e d i a t e l y t e l l s o m e o n e w h a t t h e r i g h t c h o i c e i s , w e t a k e a w a y t h e i r a b i l i t y t o l e a r n i n t h e i r o w n w a y a n d

r i s k t h e m d o i n g t h e o p p o s i t e b e c a u s e i n t e r n a l l y t h e y w o u l d r a t h e r c o m e u p w i t h t h e i r o w n s o l u t i o n . A s k l e a d i n g q u e s t i o n s t o

h e l p g u i d e t h e c o n v e r s a t i o n .

S c e n a r i o s : T h e L i t t l e B r o t h e r s a y s t o h i s B i g :

“ I ’ m h a v i n g t r o u b l e k e e p i n g u p w i t h m y c l a s s e s , e x t r a c u r r i c u l a r s , a n d t h e f r a t e r n i t y . I s i t a l w a y s g o i n g t o b e t h i s b u s y ? A t t h i s

p o i n t , I d o n ’ t s e e m y s e l f b e i n g a b l e t o k e e p d o i n g a l l o f i t . ”

“ I ’ m f e e l i n g d i s c o n n e c t e d f r o m t h e C h a p t e r . I d o n ’ t s e e m t o f i t i n a n d a m n o t s e e i n g t h e v a l u e o f s t i c k i n g a r o u n d . ”

“ I ’ m h a v i n g a h a r d t i m e b a l a n c i n g r e l a t i o n s h i p s o u t s i d e o f t h e f r a t e r n i t y . I t s e e m s l i k e I h a v e t o c h o o s e w h i c h f r i e n d s t o k e e p . ”

Ideal Man

Overview

Ideal Man is our signature onboarding program designed to introduce new members to the true meaning of Brotherhood in Lambda Chi. Through compelling case studies, real-life examples, and the diverse voices of our Brothers, par ticipants gain a deeper understanding of our values and culture. Each core value includes a dedicated live, inperson session that reinforces key concepts and builds connection. These sessions— led in par tnership with the High Kappa bring the values to life in power ful, personal ways

Adv isors should share their personal experience liv ing the Seven Core Values. Telling stories of their character development brings Ideal Man off the screen and into life. This section contains overv iews of the first two Ideal Man learning journeys along with exercises and facilitator guides available to Chapters.

Be aware, the exercises are not meant to be prescriptively followed. Instead, Adv isors should use their experience and skills to adapt the content to meet local needs.

1

Ideal Man: Developing Myself overview

A summary of Ideal Man: Developing Myself including each topic of the course and estimated timing for both the online and in-person experience.

2

Ideal Man: Developing My Relationships overview

A summary of Ideal Man: Developing My Relationships including each topic of the course and estimated timing for both the online and inperson experience.

Philanthropic autobiography

An exercise to reflect on philanthropy and volunteerism from both personal life and Lambda Chi Alpha. Meant to be used with the Serv ice and Stewardship facilitation guide.

Member Safety Fundamentals

A live session from Ideal Man: Developing Myself covering week 5 of the program: Service and Stewardship. Used in conjunction with the Philanthropic autobiography exercise.

I value

An exercise for Brothers to reflect on the people, things, or ideals that they value the most. Meant to be used with the Honor facilitation guide.

A live session from Ideal Man: Developing Myself covering week 6 of the program: Honor. Used in conjunction with the What I value exercise.

How to be a good friend & Brother facilitation guide

A live session from Ideal Man: Developing My Relationships covering week 3 of the program: how to be a good friend and Brother

The first journey of Ideal Man welcomes associate members into Lambda Chi. A structured onboarding experience, it blends self-paced learning with group exercises and discussions. Using case studies, practical examples, and a wide range of Lambda Chi voices, associate members discover what it means to be a Lambda Chi and an Ideal Man.

From the rights of a member to obligations and expectations, Associate members discover what it means to be a Lambda Chi

Developing yourself starts with a solid foundation. You will focus on habit building, caring for your physical and mental health, building a healthy relationship with your big brother, and building your own resilience.

The second journey of Ideal Man is all about relationships. Building friendships and fostering a lifetime of brotherhood lies at the core of Lambda Chi. However, deep bonds don’t happen overnight. They are the result of brothers, putting themselves out there, to find out about themselves, and others. In this journey, we’ll teach you how.

Discovering my Personality

Knowing yourself, your preferences, and tendencies is often the first step of self-awareness. Our personalities impact how we see the world and how we behave. This then impacts how we behave and interact with others In this topic, you'll take a personality assessment to gain insight into your personality and how it impacts your relationships inside and outside Lambda Chi.

Fostering Brotherhood & Bonding Through Friendships

Many members join Lambda Chi Alpha to meet people and improve their social life. But friendships take work. And not all friendships are the same In this topic, we explore the five levels of friendship and the friendship formula, a simple way to think about ways to strengthen a relationship.

How

to be

a Good Friend & Brother

Friendship and brotherhood are often seen as the same thing. But are they? In this topic, we explore the similarities and differences between being a friend and a brother We also explore the skills required of being a good friend and brother.

Working Well in Teams

Lambda Chi Alpha has expectations of its members to be active in all aspects of fraternity and campus life Becoming a great team player is not magical and does not happen overnight In this topic, we explore what it means to be a great team player and what you can do to ensure you're a valuable member of your chapter.

Getting Involved by Building Relationships

The bonds developed with members will help enhance your chapter experience and create memories for years to come Getting involved is a great way to strengthen your relationships and meet new people. It's also an expectation of your membership. In this topic, you'll learn ways to take an active role in the chapter and/or on campus and create an action plan for doing so.

The philanthropic autobiography

The Philanthropic Autobiography provides a framework to reflect on how we came to experience and learn about philanthropy, what philanthropy means to us, and what motivates us to be of service. As you develop as a Brother in Lambda Chi Alpha, you are asked to understand and embody the core value of Service & Stewardship. This activity will help you consider your past experience in relation to this core value.

Experience reflection

Please take a few moments to reflect on the following questions:

1. What was your earliest experience with philanthropy and volunteerism?

2. What are some impactful philanthropic acts you’ve seen?

3. What does philanthropy mean to you?

4. How has Lambda Chi Alpha shaped your views on philanthropy?

5. How can you further the legacy of philanthropy in Lambda Chi Alpha?

The philanthropic autobiography

Your philanthropic autobigraphy

Now that you have taken some time to answer these questions, form your reflections into a personal narrative about philanthropy. You can use the following framework and example to help structure your story:

Story of me

I experienced the impact of philanthropy in high school when another classmate and I organized weekly trash pickup days during the school year. I loved seeing the program grow and helping the community.

Story of Lambda Chi Future together

Our Lambda Chi Chapter does highway clean up as a way to serve the community. This commitment to the environment and spirit of service was one of the main reasons I joined the fraternity.

I hope to help the Chapter’s clean-up program, join the High Theta team, and recruit some members from Circle K.

I d e a l M a n 1 : D e v e l o p i n g M y s e l fW e e k 5 ( S e r v i c e a n d S t e w a r d s h i p )

C h i A l p h a .

S t e w a r d s h i p

C o r e v a l u e : S e r v i c e &

P o i n t s a n d M e s s a g e s

e y T e a c h i n g

K

S u m m a r i z e t h e m e a n i n g o f t h e c o r e v a l u e o f S e r v i c e a n d S t e w a r d s h i p .

I d e n t i f y a c t i o n s t o g r o w d e s i r e t o s e r v e o t h e r s i n n e e d a n d b e a s t e w a r d o f L a m b d a

L o c a t e a q u i e t r o o m . E n s u r e a d e q u a t e s e a t i n g .

E n s u r e a p p r o p r i a t e r e f r e s h m e n t s .

P h i l a n t h r o p i c a u t o b i o g r a p h y

A c t i v i t y : P h i l a n t h r o p i c a u t o b i o g r a p h yP r i n t o u t c o p i e s o f t h e

w o r k s h e e tA v a i l a b l e i n t h e I d e a l M a n F a c i l i t a t o r R e s o u r c e s e c t i o n o f L a m b d a C h i A c a d e m y .

A c t i v i t y : P h i l a n t h r o p i c a u t o b i o g r a p h yS e c u r e a f l i p c h a r t a n d m a r k e r s . G e t p a p e r a n d w r i t i n g

u t e n s i l s f o r p a r t i c i p a n t s .

A c t i v i t y : P h i l a n t h r o p i c a u t o b i o g r a p h yW r i t e t h e q u e s t i o n s f r o m t h e P h i l a n t h r o p i c

A u t o b i o g r a p h y s e c t i o n o n f l i p c h a r t s a r o u n d t h e r o o m .

P e r f o r m a n c e O u t c o m e s

H i g h K a p p a P r e p a r a t i o n a n d

M a t e r i a l s C h e c k l i s t

F a c i l i t a t o r I c o n K e y : T h e s e i c o n s w i l l g u i d e y o u r a c t i o n s a s a f a c i l i t a t o r . R e f e r e n c e t h e m a s a q u i c k r e m i n d e r o f w h a t y o u n e e d t o

d o a t e a c h s t a g e o f t h e s e s s i o n .

T r a n s i t i o n s e c t i o n s

U s e a f l i p c h a r t

A c t i v i t y S e l f r e f l e c t i o n

b r i e f G r o u p d i s c u s s i o n

D e

A s k q u e s t i o n s

M a k e c o m m e n t s

I n s t r u c t i o n a l S t r a t e g i e s

I n t r o d u c e s e l f a n d w e l c o m e M e m b e r s t o t h e s e s s i o n .

I c e b r e a k e r

C o n d u c t t h e " A c t s o f K i n d n e s s ” a c t i v i t y .

C r e a t e s m a l l g r o u p s o f f i v e t o e i g h t M e m b e r s .

I n s t r u c t t h e g r o u p s t o t h i n k o f s m a l l a c t s t h e y ’ v e d o n e

t o h e l p s o m e o n e i n n e e d .

A l l o w t h e g r o u p s t o d i s c u s s f o r f i v e t o s e v e n m i n u t e s .

C a l l t h e s m a l l g r o u p s b a c k t o a l a r g e g r o u p .

A s k f o r t h r e e t o f i v e M e m b e r s t o s h a r e t h e i r a n s w e r s .

T r a n s i t i o n W h e n p e o p l e t h i n k o f S e r v i c e , t h e y m i g h t t h i n k o f g r a n d g e s t u r e s . B u t S e r v i c e s t a r t s w i t h o u r h e a r t s a n d o u r a c t i o n s , h o w e v e r s m a l l t h e y m a y s e e m . W e ’ l l c o n t i n u e t o e x p l o r e t h e v a l u e o f S e r v i c e a n d S t e w a r d s h i p n e x t .

K e y P o i n t s

W e l c o m e t o t h e s e s s i o n

s t i m a t e d T i m i n g

E

N o t e : T h e r e a r e n o r i g h t o r w r o n g a n s w e r s

f o r t h i s a c t i v i t y . E m p h a s i z e t h a t a n y a c t i o n

t o h e l p a n o t h e r h u m a n b e i n g c o u n t s n o

m a t t e r h o w s m a l l .

E x a m p l e s f o r i l l u s t r a t i o n o n l y :

H o l d t h e d o o r o p e n f o r s o m e o n e .

H e l p s o m e o n e c a r r y t h e i r g r o c e r i e s .

G i v e u p y o u r s e a t o n t h e b u s o r t r a i n

f o r a n e l d e r l y p e r s o n .

S m i l e a t s o m e o n e a n d s a y h e l l o .

C o m p l i m e n t s o m e o n e o n t h e i r o u t f i t o r

h a i r .

B e p a t i e n t a n d u n d e r s t a n d i n g w i t h

o t h e r s , e v e n w h e n t h e y a r e d i f f e r e n t

f r o m y o u .

F o r g i v e s o m e o n e w h o h a s w r o n g e d

y o u . D o s o m e t h i n g n i c e f o r s o m e o n e w i t h o u t

51 0 m i n . ( 51 0 m i n . t o t a l )

c t i n g a n y t h i n g i n r e t u r n . I d e a l M a n 1 : D e v e l o p i n g M y s e l fW e e k 5 ( S e r v i c e a n d S t e w a r d s h i p )

e x p e

I n s t r u c t i o n a l S t r a t e g i e s

S e r v i c e & S t e w a r d s h i p

A s k o p e ne n d e d q u e s t i o n s , l i k e :

W h a t s t o o d o u t i n t h i s w e e k ’ s c o n t e n t ?

W h a t i s t h e d i f f e r e n c e b e t w e e n S e r v i c e a n d

f o r w e e k 5 d e b r i e f . I d e a l M a n 1 : D e v e l o p i n g M y s e l fW e e k 5 ( S e r v i c e a n d S t e w a r d s h i p )

K e y P o i n t s

D e b r i e f W e e k 5 : S e r v i c e & S t e w a r d s h i p

E s t i m a t e d T i m i n g

S e e a d d i t i o n a l n o t e s p a g e f o r k e y p o i n t s

S t e w a r d s h i p i n L a m b d a C h i A l p h a ?

W h a t a r e s o m e c o r e t a k e a w a y s y o u l e a r n e d a b o u t t h e c o r e v a l u e o f S e r v i c e a n d S t e w a r d s h i p ?

W h a t r o l e d o e s t h e c r o s s ( o u r g u i d e ) p l a y i n t h i s c o r e v a l u e ? H o w c a n y o u b e a s t e w a r d o f L a m b d a C h i A l p h a ?

S h a r e a n y k e y p o i n t s t h a t w e r e n o t c o v e r e d i n a n s w e r s

f r o m p a r t i c i p a n t s .

T r a n s i t i o n N e x t , w e ’ l l e x p l o r e o u r p e r s o n a l h i s t o r y a n d m o t i v a t i o n a n d h o w t h e y s h a p e o u r a t t i t u d e s a n d c h o i c e s a r o u n d S e r v i c e a n d S t e w a r d s h i p .

51 0 m i n . ( 1 02 0 m i n . t o t a l )

I n s t r u c t i o n a l S t r a t e g i e s

P h i l a n t h r o p i c A c t i v i t y

I n t r o d u c e t h e P h i l a n t h r o p i c A u t o b i o g r a p h y m a i n a c t i v i t y .

M e m b e r s w i l l r e f l e c t o n t h e i r e x p e r i e n c e s w i t h p h i l a n t h r o p y t o c r e a t e a p e r s o n a l n a r r a t i v e a b o u t S e r v i c e a n d S t e w a r d s h i p .

D i s t r i b u t e t h e a u t o b i o g r a p h y w o r k s h e e t . O r i n s t r u c t

B r o t h e r s t o g e t a p i e c e o f p a p e r a n d a n s w e r t h e q u e s t i o n s o n t h e f l i p c h a r t s : W h a t w a s y o u r e a r l i e s t e x p e r i e n c e w i t h p h i l a n t h r o p y a n d v o l u n t e e r i s m ?

W h a t a r e s o m e i m p a c t f u l p h i l a n t h r o p i c a c t s y o u ’ v e s e e n ?

W h a t d o e s p h i l a n t h r o p y m e a n t o y o u ?

H o w h a s L a m b d a C h i A l p h a s h a p e d y o u r v i e w s o n p h i l a n t h r o p y ? H o w c a n y o u f u r t h e r t h e l e g a c y o f p h i l a n t h r o p y i n L a m b d a C h i A l p h a ?

A s k p a r t i c i p a n t s t o w r i t e t h e i r r e f l e c t i o n s o n t h e s e q u e s t i o n s f o r f i v e t o t e n m i n u t e s . A f t e r r e f l e c t i o n t i m e , i n s t r u c t p a r t i c i p a n t s t o t a k e f i v e m i n u t e s t o d r a f t t h e i r p h i l a n t h r o p i c a u t o b i o g r a p h y u s i n g t h e [ S t o r y o f M e –S t o r y

K e y P o i n t s

P h i l a n t h r o p i c A u t o b i o g r a p h y E x a m p l e p h i l a n t h r o p i c a u t o b i o g r a p h y :

E s t i m a t e d T i m i n g

[ S t o r y o f M e ] I e x p e r i e n c e d t h e i m p a c t o f

p h i l a n t h r o p y i n h i g h s c h o o l w h e n I s t a r t e d a n e n v i r o n m e n t a l c l e a nu p p r o g r a m .

A n o t h e r c l a s s m a t e a n d I o r g a n i z e d b iw e e k l y t r a s h p i c k u p d a y s o n S a t u r d a y s

d u r i n g t h e s c h o o l y e a r . I l o v e d s e e i n g t h e

p r o g r a m g r o w a n d w e h a d o v e r 5 0 p e o p l e

p a r t i c i p a t e t h e f a l l o f m y s e n i o r y e a r .

C h i C h a p t e r

[ S t o r y o f L C A ] O u r L a m b d a

d o e s h i g h w a y c l e a nu p a s a w a y t o s e r v e t h e c o m m u n i t y . T h i s c o m m i t m e n t t o t h e

2 53 0 m i n . ( 3 55 0 m i n . t o t a l )

e n v i r o n m e n t a n d s p i r i t o f S e r v i c e w a s o n e o f t h e m a i n r e a s o n s I j o i n e d t h e f r a t e r n i t y .

[ F u t u r e T o g e t h e r ] I h o p e t o h e l p t h e

C h a p t e r ’ s c l e a nu p p r o g r a m , j o i n t h e H i g h

T h e t a t e a m , a n d r e c r u i t s o m e m e m b e r s

f r o m

C i r c l e K . I d e a l M a n 1 : D e v e l o p i n g M y s e l fW e e k 5 ( S e r v i c e a n d S t e w a r d s h i p )

o f L C A –F u t u r e T o g e t h e r ] s t r u c t u r e . R e a d t h e e x a m p l e i n t h e k e y p o i n t s . A c t i v i t y c o n t i n u e d o n n e x t p a g e .

I n s t r u c t i o n a l S t r a t e g i e s

K e y P o i n t s

s t i m a t e d

E

T i m i n g

c o n t i n u e d .

c t i v i t y

A

A c t i v i t y c o n t i n u e d . I d e a l M a n 1 : D e v e l o p i n g M y s e l fW e e k 5 ( S e r v i c e a n d S t e w a r d s h i p )

A f t e r p a r t i c i p a n t s h a v e w r i t t e n t h e i r a u t o b i o g r a p h i e s , d i v i d e t h e m i n t o g r o u p s o f t h r e e t o f i v e M e m b e r s t o s h a r e

t h e i r s t o r i e s . E n c o u r a g e g r o u p s t o a s k f o r m o r e d e t a i l s a s p a r t i c i p a n t s s h a r e . T h i s s h o u l d t a k e a b o u t t e n m i n u t e s .

O n c e t h e s m a l l g r o u p s h a v e f i n i s h e d , b r i n g t h e g r o u p s

b a c k t o g e t h e r . A s k o n e v o l u n t e e r f r o m e a c h g r o u p t o r e a d

t h e i r a u t o b i o g r a p h y .

T r a n s i t i o n M o v e t o t h e p o s ta c t i v i t y d e b r i e f .

P o s ta c t i v i t y d e b r i e f

L e a d a l a r g e g r o u p d e b r i e f . A s k f o r t w o t o f o u r r e s p o n s e s

t o t h e f o l l o w i n g q u e s t i o n s :

W h a t d i d y o u l e a r n a b o u t y o u r s e l f d u r i n g t h i s a c t i v i t y ?

W h a t d i d y o u l e a r n a b o u t o t h e r s ?

H o w c a n y o u u s e y o u r " s t o r y o f m e ” t o g r o w y o u r

c o m m i t m e n t t o s e r v i n g o t h e r s ?

B a s e d o n y o u r p a s t e x p e r i e n c e , w h a t ’ s o n e o r g a n i z a t i o n y o u s e e y o u r s e l f s u p p o r t i n g i n t h e f u t u r e t h a t h a s m e a n i n g t o y o u ?

D o e s a n y o n e h a v e a d e s i r e t o s t a r t t h e i r o w n i n i t i a t i v e ?

I f s o , w h a t d o e s t h a t l o o k l i k e ?

P o s ta c t i v i t y d e b r i e f

2 53 0 m i n . ( 3 55 0 m i n . t o t a l )

51 0 m i n . ( 4 06 0 m i n . t o t a l )

I n s t r u c t i o n a l S t r a t e g i e s

K e y P o i n t s

E s t i m a t e d T i m i n g

C l o s i n g a n d t r a n s i t i o n

P o s ta c t i v i t y d e b r i e f I d e a l M a n 1 : D e v e l o p i n g M y s e l fW e e k 5 ( S e r v i c e a n d S t e w a r d s h i p )

J u s t a s t h e j o u r n e y t o b e c o m e t h e I d e a l M a n r e q u i r e s

l i f e l o n g l e a r n i n g , i t a l s o m e a n s l i v i n g a l i f e d e d i c a t e d t o S e r v i c e . N o m a t t e r w h e r e y o u a r e i n y o u r j o u r n e y , L a m b d a

C h i A l p h a w i l l g i v e y o u t h e s p a c e t o g r o w .

E n c o u r a g e M e m b e r s t o d i s c u s s t h e i r p h i l a n t h r o p i c a u t o b i o g r a p h i e s w i t h t h e i r B i g B r o t h e r ( o r o l d e r M e m b e r s i f B i g B r o t h e r s h a v e n o t b e e n a s s i g n e d ) . R e q u e s t t h a t t h e y f o c u s o n t h e ‘ F u t u r e T o g e t h e r ’ s e c t i o n a n d i d e n t i f y w a y s t o g e t i n v o l v e d w i t h t h e C h a p t e r ’ s S e r v i c e e f f o r t s .

A l s o , i n s t r u c t p a r t i c i p a n t s t o b r i n g s o m e t h i n g t h a t i s m e a n i n g f u l t o t h e m t o t h e n e x t l i v e s e s s i o n . I t c o u l d b e a m e m e n t o , a p h o t o , a s o u v e n i r , a n a w a r d , e t c . W e w i l l u s e

t h e s e i t e m s w h e n w e k i c k o f f t h e s e s s i o n .

N e x t s t e p s

51 0 m i n , ( 4 06 0 m i n . t o t a l )

2 m i n . ( 4 26 2 m i n . t o t a l )

A d d i t i o n a l n o t e s

S e r v i c e : D o i n g f o r o t h e r s ; h e l p i n g o u t i n t h e C h a p t e r ; d o i n g y o u r p a r t t o c o n t r i b u t e t o t h e o r g a n i z a t i o n ; h e l p i n g o t h e r s i n n e e d .

S t e w a r d s h i p : M a k i n g t h e C h a p t e r b e t t e r t h a n i t w a s b e f o r e ; e n h a n c i n g a n y o n e ’ s e x p e r i e n c e w i t h L a m b d a C h i A l p h a s o i t i s

p o s i t i v e a n d e v e n b e t t e r t h a n w h a t t h e y e x p e c t e d ; l e a v i n g a l e g a c y b y m a k i n g y o u r m a r k .

C r o s s : L i n e f r o m t h e C r e e d“ a n d t h e c r o s s i s o u r g u i d e d e n o t i n g S e r v i c e , s a c r i f i c e , a n d e v e n s u f f e r i n g a n d h u m i l i a t i o n b e f o r e

S t e w a r d : A q u o t e o n S e r v i c e a n d S t e w a r d s h i p : “ P u t t h e w e l f a r e o f L a m b d a C h i A l p h a , y o u r C h a p t e r , a n d y o u r B r o t h e r s a n d A s s o c i a t e M e m b e r s b e f o r e y o u r o w n . K n o w t h a t a s a B r o t h e r o r A s s o c i a t e M e m b e r y o u w i l l m a k e a n i m p a c t o n p e o p l e ’ s l i v e s b y g i v i n g b a c k . ” I d e a l M a n 1 : D e v e l o p i n g M y s e l fW e e k 5 ( S e r v i c e a n d S t e w a r d s h i p )

K e y p o i n t s f o r w e e k 5 d e b r i e f :

t h e w o r l d , b r a v e l y e n d u r e d i f n e e d b e , i n f o l l o w i n g t h a t i d e a l . ” R e m e m b e r t h a t t h e c r o s s s e r v e s t o r e m i n d u s t h a t S e r v i c e ( a n d

s o m e t i m e s s a c r i f i c e a n d e v e n s u f f e r i n g ) i s f o u n d a t i o n a l t o w h o w e a r e a s L a m b d a C h i m e n .

h a t I v a l u e

m o s t u n d e r e a c h f o r a

f o u r c a t e g o r i e s b e l o w , r e c o r d t h r e e t h i n g s y o u v a l u e

c t i o n s : W e a r e w h a t w e v a l u e . U s i n g t h e

D i r e

t o t a l o f 1 2 . I t m a y s e e m d i f f i c u l t t o c h o o s e 1 2 t h i n g s , b u t t h i s a c t i v i t y w i l l h e l p y o u d e c i d e w h a t ’ s m o s t i m p o r t a n t t o y o u .

M y g o a l s

M y t h i n g s

M y p e o p l e

M y v a l u e s

U s e t h e f o l l o w i n g e x a m p l e s t o g u i d e y o u r a n s w e r s :

M y g o a l s

M y t h i n g s

P r o f e s s i o n a l s u c c e s s

T r a v e l

S t a r t i n g a f a m i l y O w n i n g a b u s i n e s s

M y p e o p l e

M o n e y

C a r S c h o o l

C l o t h e s

P h o n e

M y v a l u e s

P a r e n t

S i b l i n g M e n t o r

f i g u r e

S p i r i t u a l

A u t h e n t i c i t y

C o m p a s s i o n

F a i t h

G r i t I n t e l l i g e n c e

J u s t i c e

I d e a l M a n 1 : D e v e l o p i n g M y s e l fW e e k 6 ( H o n o r )

C h a p t e r a n d e v e r y d a y l i f e .

C o r e v a l u e : H o n o r

S u m m a r i z e t h e m e a n i n g o f t h e c o r e v a l u e o f H o n o r .

I d e n t i f y a c t i o n s t o d e m o n s t r a t e t h e c o r e v a l u e o f H o n o r i n t h e

P o i n t s a n d M e s s a g e s

e y T e a c h i n g

K

P e r f o r m a n c e

O u t c o m e s

L o c a t e a q u i e t r o o m .

E n s u r e a d e q u a t e s e a t i n g .

E n s u r e a p p r o p r i a t e r e f r e s h m e n t s .

H i g h K a p p a

I c e b r e a k e r : R e m i n d p a r t i c i p a n t s t o b r i n g a n i t e m / p h o t o / m e m e n t o t h a t i s i m p o r t a n t t o t h e m t o s h a r e a n d t a l k a b o u t b r i e f l y .

P r i n t o u t c o p i e s o f W h a t I v a l u e w o r k s h e e tA v a i l a b l e i n t h e I d e a l M a n

A c t i v i t y : W h a t I v a l u e -

F a c i l i t a t o r R e s o u r c e s e c t i o n o f L a m b d a C h i A c a d e m y .

P r e p a r a t i o n a n d

M a t e r i a l s C h e c k l i s t

F a c i l i t a t o r I c o n K e y : T h e s e i c o n s w i l l g u i d e y o u r a c t i o n s a s a f a c i l i t a t o r . R e f e r e n c e t h e m a s a q u i c k r e m i n d e r o f w h a t y o u n e e d t o

d o a t e a c h s t a g e o f t h e s e s s i o n .

U s e a f l i p c h a r t T r a n s i t i o n s e c t i o n s

A c t i v i t y S e l f r e f l e c t i o n

D e b r i e f G r o u p d i s c u s s i o n

A s k q u e s t i o n s

M a k e c o m m e n t s

I d e a l M a n 1 : D e v e l o p i n g M y s e l fW e e k 6 ( H o n o r )

I n s t r u c t i o n a l S t r a t e g i e s

I n t r o d u c e s e l f a n d w e l c o m e M e m b e r s t o t h e s e s s i o n .

I c e b r e a k e r C o n d u c t t h e " A P i e c e o f m y H i s t o r y ” a c t i v i t y . C r e a t e s m a l l g r o u p s o f t h r e e t o f i v e M e m b e r s . A s k M e m b e r s t o s h a r e a f e w w o r d s a b o u t t h e i r

i t e m / m e m e n t o w i t h t h e g r o u p . A s k M e m b e r s t o s t a y u n d e r t w o m i n u t e s f o r t i m e .

T r a n s i t i o n T h i s w e e k , w e a r e d i s c u s s i n g t h e c o r e v a l u e o f H o n o r , t h e b e d r o c k o f a l l o u r o t h e r v a l u e s . T o t r u l y u n d e r s t a n d i t , w e m u s t f i r s t t a k e s t o c k o f w h a t i s i m p o r t a n t t o u s .

K e y P o i n t s

W e l c o m e t o t h e s e s s i o n

E s t i m a t e d T i m i n g

51 0 m i n . ( 51 0 m i n . t o t a l )

I d e a l M a n 1 : D e v e l o p i n g M y s e l fW e e k 6 ( H o n o r )

I n s t r u c t i o n a l S t r a t e g i e s

H o n o r A s k o p e ne n d e d q u e s t i o n s , l i k e :

F r o m t h i s w e e k ’ s o n l i n e c o n t e n t , w h a t s t o o d o u t t o y o u ? W h a t d o e s H o n o r m e a n f o r L a m b d a C h i A l p h a ?

W h a t a r e e s s e n t i a l q u a l i t i e s a n d c h a r a c t e r i s t i c s o f

s o m e o n e w h o e x e m p l i f i e s H o n o r ?

H o w c a n w e b e t t e r c u l t i v a t e H o n o r a b l e b e h a v i o r i n o u r

d a i l y l i v e s ?

S h a r e a n y k e y p o i n t s t h a t w e r e n o t c o v e r e d i n a n s w e r s

f r o m p a r t i c i p a n t s .

T r a n s i t i o n H o n o r i s a l l a b o u t s h a r i n g o u r v a l u e s ( a n d a c t i n g o n t h o s e v a l u e s ) . N e x t , w e ’ l l e x p l o r e o u r p e r s o n a l v a l u e s a b i t m o r e i n t h e n e x t a c t i v i t y .

K e y P o i n t s

D e b r i e f W e e k 6 : H o n o r

E s t i m a t e d T i m i n g

H o n o r I n L a m b d a C h i A l p h a , w e s p e a k a b o u t

v a l u e s o f t e n . W e d o t h i s t o c o n s t a n t l y

r e m i n d o u r s e l v e s o f t h e s t a n d a r d s a n d

i d e a l s w e h o l d o u r s e l v e s t o i n t h e

p u r s u i t o f l i v i n g H o n o r a b l e l i v e s .

H o n o r e n c o m p a s s e s a l l t h e o t h e r c o r e

v a l u e s o f L a m b d a C h i , a s w e l l a s y o u r

o w n p e r s o n a l v a l u e s .

T o e x e m p l i f y H o n o r , w e n e e d t o b e o p e n a n d s p e a k o f t e n t o o t h e r s a b o u t

o u r v a l u e s a n d w h a t w e s t a n d f o r .

S e e a d d i t i o n a l n o t e s p a g e f o r m o r e k e y

p o i n t s f o r w e e k 7 d e b r i e f .

51 0 m i n . ( 1 02 0 m i n . t o t a l )

I n s t r u c t i o n a l S t r a t e g i e s

W h a t I V a l u e ( p a r t 1 )

D i s t r i b u t e w o r k s h e e t s a n d a w r i t i n g u t e n s i l t o e a c h M e m b e r . I n s t r u c t M e m b e r s t o c r e a t e a l i s t o f t h r e e t h i n g s t h a t t h e y v a l u e u n d e r e a c h o f f o u r c a t e g o r i e s : v a l u e s , p e o p l e , t h i n g s , a n d g o a l s / a s p i r a t i o n s . G i v e f i v e t o s e v e n m i n u t e s f o r M e m b e r s t o c r e a t e t h e i r l i s t s .

O n c e e v e r y o n e h a s c r e a t e d t h e i r l i s t s , i n s t r u c t t h e m t o s c r a t c h o u t h a l f o f t h e l i s t a n d o n l y l e a v e t h e s i x m o s t

i m p o r t a n t t h i n g s .

T h e n , i n s t r u c t e v e r y o n e t o r e m o v e t h r e e m o r e f r o m t h e i r l i s t , l e a v i n g t h e t h r e e m o s t i m p o r t a n t t h i n g s .

F i n a l l y , i n s t r u c t e v e r y o n e t o c h o o s e t h e m o s t i m p o r t a n t i t e m f r o m t h e i r l i s t .

K e y P o i n t s

W h a t I V a l u e ( p a r t 1 )

F a c i l i t a t o r n o t e

T h e p u r p o s e o f t h i s a c t i v i t y i s t o t a k e

p a r t i c i p a n t s t h r o u g h a v a l u e s p r i o r i t i z a t i o n a c t i v i t y . W i t h e a c h r o u n d , y o u ’ l l a s k

p a r t i c i p a n t s t o r e m o v e / s h o r t e n t h e i r l i s t s

f o r c i n g t h e m t o j u d g e w h i c h t h i n g s t h e y

v a l u e m o s t . A s w e p r o g r e s s t h r o u g h t h e

a c t i v i t y , v a l u e s o r n o nm a t e r i a l t h i n g s w i l l

l i k e l y s t a y o n t h e l i s t w h i l e m a t e r i a l t h i n g s

o r h o b b i e s f a l l a w a y . T h i s i s t o

d e m o n s t r a t e t h a t m a t e r i a l t h i n g s c o m e

E s t i m a t e d T i m i n g

1 52 0 m i n . ( 2 54 0 m i n . t o t a l ) I d e a l M a n 1 : D e v e l o p i n g M y s e l fW e e k 6 ( H o n o r )

A f t e r e v e r y o n e h a s t h e i r f i n a l d e c i s i o n , a s k M e m b e r s t o s h a r e t h e i r f i n a l i t e m w i t h t h e g r o u p . T h e n a s k q u e s t i o n s l i k e : W h a t w a s t h e h a r d e s t p a r t o f t h i s a c t i v i t y ?

R e m o v i n g t h e f i r s t h a l f o r m a k i n g t h e f i n a l c h o i c e ?

W h a t d i d y o u n o t i c e a b o u t e v e r y o n e ’ s f i n a l i t e m ?

H o n o r ?

W h a t d o e s t h i s t e l l u s a b o u t v a l u e s a n d

T r a n s i t i o n M o v e t o t h e s e c o n d p a r t o f t h i s a c t i v i t y .

a n d g o , b u t t h e c o d e b y w h i c h o n e l i v e s

t h e i r l i f e r e m a i n s . E v e n t h o u g h L a m b d a C h i h a s a s e t o f

v a l u e s t h a t w e a d o p t o r g a n i z a t i o nw i d e , e v e r y i n d i v i d u a l w i l l s t i l l h a v e

t h e i r o w n v a l u e s t h a t a r e i m p o r t a n t t o

t h e m . V a l u e s a r e v e r y p e r s o n a l . W h a t ’ s

i m p o r t a n t t o o n e m a y n o t b e a s

i m p o r t a n t t o a n o t h e r .

I d e a l M a n 1 : D e v e l o p i n g M y s e l fW e e k 6 ( H o n o r )

I n s t r u c t i o n a l S t r a t e g i e s

W h a t I V a l u e ( p a r t 2 )

I f g r o u p s o f f i v e a r e t o o l a r g e o r s m a l l , s c a l e t h i s a c t i v i t y a c c o r d i n g l y . E v e r y g r o u p w i l l b e g i n w i t h a g r o u p l i s t o f v a l u e s t h e n e l i m i n a t e s o m e t o e n d w i t h a l i s t t h a t i s o n et h i r d t h e s i z e o f t h e g r o u p . E x a m p l e : T h r e e M e m b e r s a g r e e o n o n e v a l u e , s i x M e m b e r s a g r e e o n t w o , e t c .

D i v i d e M e m b e r s i n t o s m a l l g r o u p s a n d i n s t r u c t e a c h g r o u p t o c o m p i l e t h e r e s u l t s f r o m t h e f i r s t p a r t o f t h e a c t i v i t y . E a c h g r o u p ’ s l i s t s h o u l d i n c l u d e o n e v a l u e p e r

p a r t i c i p a n t . I n s t r u c t g r o u p s t o w o r k t o g e t h e r t o a g r e e o n a s h o r t e r

s e t o f v a l u e s t h a t t h e g r o u p d e e m s m o s t i m p o r t a n t . A l l o w f o r f i v e m i n u t e s f o r t h i s d i s c u s s i o n a n d c o l l a b o r a t i o n . A f t e r e a c h g r o u p h a s t h e i r f i n a l l i s t s , g a t h e r e v e r y o n e

b a c k i n t o a l a r g e g r o u p . H a v e e a c h g r o u p s h a r e t h e i r

f i n a l l i s t o f v a l u e s .

T r a n s i t i o n M o v e t o t h e p o s ta c t i v i t y d e b r i e f .

K e y P o i n t s

W h a t I V a l u e ( p a r t 2 )

E s t i m a t e d T i m i n g

51 0 m i n . ( 3 05 0 m i n . t o t a l )

I d e a l M a n 1 : D e v e l o p i n g M y s e l fW e e k 6 ( H o n o r )

I n s t r u c t i o n a l S t r a t e g i e s

K e y P o i n t s

P o s ta c t i v i t y d e b r i e f

W h a t f e e l i n g s c a m e u p f o r y o u d u r i n g t h i s a c t i v i t y ?

W a s i t h a r d e r t o d e c i d e o n o n e i n d i v i d u a l v a l u e o r a g r e e w i t h a g r o u p o n a s m a l l e r a g r e e d u p o n l i s t ?

W h y ? T h i n k b a c k t o y o u r t i m e i n h i g h s c h o o l . H a s t h e r e b e e n n o t i c e a b l e c h a n g e s t o w h a t y o u h o l d i m p o r t a n t s i n c e t h e n ?

W h a t i s o n e t h i n g y o u c a n d o t h i s w e e k t o d e m o n s t r a t e o r b u i l d y o u r p e r s o n a l H o n o r ?

S h a r e a n y k e y p o i n t s t h a t w e r e n o t c o v e r e d b y p a r t i c i p a n t s .

C l o s i n g a n d t r a n s i t i o n

J u s t a s o u r c r e s c e n t t e a c h e s u s , y o u w i l l c o n s t a n t l y g r o w

a n d e v o l v e t h r o u g h o u t y o u r l i f e t i m e . W e l i v e H o n o r a b l y

w h e n w e r e f l e c t o n a n d s h a r e o u r v a l u e s w i t h o t h e r s a n d l e t o u r v a l u e s g u i d e o u r b e h a v i o r .

C o n t i n u e t o d i s c u s s w h a t i s H o n o r a b l e a n d w h a t v a l u e s a r e i m p o r t a n t t o y o u a n d y o u r p e e r s . T h i n k a b o u t w a y s

y o u c a n s h a r e w i t h o t h e r s w h a t y o u v a l u e a n d s t a n d f o r .

D i s c u s s t h i s w i t h y o u r B i g B r o t h e r ( o r o t h e r M e m b e r s ) .

E s t i m a t e d T i m i n g

P o s ta c t i v i t y d e b r i e f

S e e a d d i t i o n a l n o t e s p a g e f o r k e y p o i n t s

f o r t h e p o s ta c t i v i t y d e b r i e f .

51 0 m i n . ( 3 56 0 m i n . t o t a l )

N e x t s t e p s

2 m i n . ( 3 76 2 m i n . t o t a l )

I d e a l M a n 1 : D e v e l o p i n g M y s e l fW e e k 6 ( H o n o r )

A d d i t i o n a l n o t e s

K e y p o i n t s f o r w e e k 6 d e b r i e f :

B e i n g H o n o r a b l e i s m o r e t h a n u p h o l d i n g o n e v a l u e . I t i s l i v i n g m a n y v a l u e s a t t h e s a m e t i m e t o d e m o n s t r a t e a p e r s o n a l o r

g r o u p c o d e o f c o n d u c t . Y o u c a n b u i l d y o u r p e r s o n a l H o n o r b y c o m m i t t i n g t o a c t i v i t i e s t h a t s u p p o r t y o u r v a l u e s . I n v e s t t i m e ( a n d m a y b e e v e n f i n a n c i a l

m e a n s ) i n a c t i v i t i e s t h a t a r e i m p o r t a n t t o y o u ( r e f e r b a c k t o t h e i n t e r v i e w v i d e o w i t h S c o t t P r e s t o n w h o g i v e s t i m e t o t h e

u n i v e r s i t y , t h e S c o u t p r o g r a m , a n d t o L a m b d a C h i A l p h a ) .

U l t i m a t e l y , t h i s c o m e s d o w n t o t h e i n d i v i d u a l o r t h e g r o u p t h e y a r e a p a r t o f . T h e s e c o n d h a l f

K e y p o i n t s f o r p o s ta c t i v i t y d e b r i e f :

W h o d e c i d e s w h a t i s H o n o r a b l e ?

o f o u r a c t i v i t y d e m o n s t r a t e d h o w a s e t o f v a l u e s , o r c o d e , c a n b e d e c i d e d u p o n , a n d t h u s , i d e n t i f y w h a t m a k e s s o m e o n e

C h i A l p h a h a s a s e t o f S e v e n C o r e V a l u e s . B u t t h e r e h a v e b e e n m o r e t h a n 3 0 0 , 0 0 0 L a m b d a C h i ’ s . E v e r y M e m b e r h a s

H o n o r a b l e . L a m b d a

t h e i r o w n p r i o r i t i e s a n d v a l u e s , b u t w e c o m e t o g e t h e r a s a g r o u p a n d a g r e e o n a b a s i c s e t o f v a l u e s t o u p h o l d t o g e t h e r . R e m e m b e r , l i v i n g w i t h H o n o r m e a n s s p e a k i n g o f t e n a b o u t w h a t y o u v a l u e s o o t h e r s k n o w w h a t y o u s t a n d f o r . T h e f i r s t s t e p i s

k n o w i n g w h a t y o u v a l u e . T h r o u g h s e l fr e f l e c t i o n a n d d i s c u s s i o n , w e c o n s t a n t l y r e f r e s h w h a t ’ s i m p o r t a n t t o u s w h i c h g u i d e s u s

o n h o w t o l i v e H o n o r a b l y . B u i l d i n g H o n o r m e a n s p u t t i n g t i m e a n d e f f o r t i n t o t h e a c t i v i t i e s , c a u s e s , a n d c o m m i t m e n t s w e d e e m i m p o r t a n t .

B r o t h e r r e q u i r e s o m e s i m i l a r c h a r a c t e r i s t i c s a n d b e h a v i o r s .

B e i n g a f r i e n d a n d b e i n g a

d i f f e r e n c e s a s w e l l –i t ' s i m p o r t a n t t o u n d e r s t a n d t h e d i f f e r e n c e s s o w e

B r o t h e r h o o d .

A c t i v i t y : F r i e n d s v s . B r o t h e r s –P r o v i d e f l i p c h a r t p a p e r a n d m a r k e r s t o s m a l l g r o u p s . I d e a l M a n 2 : D e v e l o p i n g M y R e l a t i o n s h i p sW e e k 3 ( H o w t o b e a

g o o d f r i e n d & B r o t h e r )

B u t t h e r e a r e

u n d e r s t a n d o u r r o l e i n v a r i o u s c i r c u m s t a n c e s .

F r i e n d s h i p s r e q u i r e l o y a l t y t o o u r f r i e n d s .

T h e B r o t h e r h o o d r e q u i r e s l o y a l t y t o t h e F r a t e r n i t y , i t s i d e a l s , a n d t e a c h i n g s .

D e f i n e f r i e n d s h i p a n d f r a t e r n i t y B r o t h e r h o o d .

I d e n t i f y t h e k e y d i f f e r e n c e s a n d s i m i l a r i t i e s b e t w e e n f r i e n d s h i p a n d f r a t e r n i t y

L o c a t e a q u i e t r o o m .

E n s u r e a d e q u a t e s e a t i n g .

E n s u r e a p p r o p r i a t e r e f r e s h m e n t s .

A c t i v i t y : W o u l d Y o u R a t h e r –R e f e r t o t h e p r o m p t s a t t h e b o t t o m o f t h i s g u i d e .

P o i n t s

K e y T e a c h i n g

a n d M e s s a g e s

P e r f o r m a n c e O u t c o m e s

H i g h K a p p a

P r e p a r a t i o n a n d

M a t e r i a l s C h e c k l i s t

F a c i l i t a t o r I c o n K e y : T h e s e i c o n s w i l l g u i d e y o u r a c t i o n s a s a f a c i l i t a t o r . R e f e r e n c e t h e m a s a q u i c k r e m i n d e r o f w h a t y o u n e e d t o

d o a t e a c h s t a g e o f t h e s e s s i o n .

U s e a f l i p c h a r t T r a n s i t i o n s e c t i o n s

c t i o n

A c t i v i t y S e l f r e f l e

D e b r i e f G r o u p d i s c u s s i o n

A s k q u e s t i o n s

M a k e c o m m e n t s

I n s t r u c t i o n a l S t r a t e g i e s

I n t r o d u c e s e l f a n d w e l c o m e M e m b e r s t o t h e s e s s i o n .

I c e b r e a k e r : W o u l d Y o u R a t h e r

C o n d u c t t h e i c e b r e a k e r a c t i v i t y “ W o u l d Y o u R a t h e r . ”

U s i n g a s e r i e s o f p r o m p t s , a s k M e m b e r s t o r e s p o n d t o “ W o u l d Y o u

R a t h e r ” q u e s t i o n s . F o r e x a m p l e : W o u l d y o u r a t h e r s p e n d a S a t u r d a y

n i g h t a t ( A ) a c r o w d e d p a r t y o r ( B ) a r e l a x i n g n i g h t i n w i t h a g o o d

b o o k ? F a c i l i t a t o r N o t e : I f M e m b e r s s a y “ i t d e p e n d s , ” a s k t h e m t o t h i n k

g e n e r a l l y a n d c h o o s e o n e o r t h e o t h e r r e s p o n s e . A c k n o w l e d g e t h a t

M e m b e r a n s w e r s m a y c h a n g e b a s e d o n u n i q u e c i r c u m s t a n c e s . A s M e m b e r s r e s p o n d t o e a c h p r o m p t , d i r e c t t h e m t o g o o n o p p o s i t e

s i d e s o f a r o o m t o r e p r e s e n t t h e i r a n s w e r ( s ) . F a c i l i t a t o r N o t e :

T h r o u g h o u t t h e a c t i v i t y , d e s i g n a t e o n e s i d e o f t h e r o o m f o r t h e i n t r o v e r t e d r e s p o n s e s a n d t h e o p p o s i t e s i d e f o r t h e e x t r o v e r t e d r e s p o n s e s a n d k e e p t h o s e c o n s i s t e n t . T h i s w i l l m a k e i t v i s u a l l y e a s y t o s e e w h i c h M e m b e r s a r e m o r e e x t r o v e r t e d a n d w h i c h a r e m o r e i n t r o v e r t e d . A s k t h e p r o m p t s i n t h e o r d e r t h e y a r e p r o v i d e d i n t h e A d d i t i o n a l

n o t e s s e c t i o n a t t h e e n d o f t h i s f a c i l i t a t i o n g u i d e . I d e a l M a n 2 : D e v e l o p i n g M y R e l a t i o n s h i p sW e e k 3 ( H o w t o b e a g o o d f r i e n d & B r o t h e r )

K e y P o i n t s

W o u l d Y o u R a t h e r

E s t i m a t e d T i m i n g

A c t i v i t y G o a l : E n a b l e M e m b e r s t o l e a r n m o r e a b o u t e a c h

o t h e r a n d d e t e r m i n e

i f t h e y a r e n a t u r a l l y

i n c l i n e d t o g e t e n e r g y f r o m b e i n g a r o u n d o t h e r s ( i . e . a n e x t r o v e r t ) o r b y s p e n d i n g t i m e a l o n e o r 1 : 1 w i t h o n e p e r s o n a t a t i m e ( i . e . a n i n t r o v e r t ) .

1 0 m i n . ( 1 0 m i n . t o t a l )

I d e a l M a n 2 : D e v e l o p i n g M y R e l a t i o n s h i p sW e e k 3 ( H o w t o b e a g o o d f r i e n d & B r o t h e r )

I n s t r u c t i o n a l S t r a t e g i e s

C o n t i n u e u n t i l a l l t h e p r o m p t s h a v e b e e n a n s w e r e d .

G a t h e r M e m b e r s b a c k t o t h e l a r g e g r o u p t o d e b r i e f .

D e b r i e f b y a s k i n g t h e s e q u e s t i o n s :

I s t h e r e a n y t h i n g y o u n o t i c e d a b o u t y o u r r e s p o n s e s t o t h e p r o m p t s ?

W h a t d i d y o u n o t i c e a b o u t a n y o f y o u r B r o t h e r s ?

F o r t h o s e o f y o u o n t h e [ l e f t ] s i d e o f t h e r o o m , h o w e a s y i s i t f o r y o u

t o m a k e f r i e n d s ? W h a t a b o u t y o u a l l o n t h e [ r i g h t ] s i d e o f t h e r o o m ?

T r a n s i t i o n : W e a l l h a v e u n i q u e p r e f e r e n c e s . F o r t h o s e o n t h e [ r i g h t ] s i d e

o f t h e r o o m , y o u t e n d t o g e t e n e r g y f r o m b e i n g a r o u n d o t h e r s . F o r t h o s e

o n t h e [ l e f t ] s i d e , y o u t e n d t o g e t e n e r g y b y b e i n g a l o n e a n d / o r s p e n d i n g

t i m e w i t h o n e p e r s o n a t a t i m e r a t h e r t h a n i n g r o u p s . W e a l l h a v e t h e n e e d

f o r f r i e n d s a n d s o c i a l c o n n e c t i o n s –b u t o u r p r e f e r e n c e s f o r h o w w e i n t e r a c t w i t h o t h e r s v a r i e s . N o m a t t e r w h e r e y o u f a l l i n y o u r p r e f e r e n c e s , m a k i n g f r i e n d s a n d b e i n g a f r i e n d r e q u i r e s s o m e e f f o r t a n d a t t e n t i o n a n d e v e n “ p u t t i n g y o u r s e l f o u t t h e r e ” i n u n c o m f o r t a b l e s i t u a t i o n s . L e t ’ s c h e c k i n o n t h i s w e e k ’ s l e a r n i n g .

K e y P o i n t s

E s t i m a t e d T i m i n g

1 0 m i n . ( 1 0 m i n . t o t a l )

g o o d f r i e n d & B r o t h e r )

K e y P o i n t s I n s t r u c t i o n a l S t r a t e g i e s

D e b r i e f W e e k 3 : H o w t o B e a G o o d F r i e n d a n d B r o t h e r

A s k o p e ne n d e d q u e s t i o n s , l i k e :

F r o m t h i s w e e k ’ s o n l i n e c o n t e n t , w h a t s t o o d o u t t o y o u ?

H o w s i m i l a r / d i f f e r e n t i s b e i n g a B r o t h e r t o b e i n g a f r i e n d ?

W h a t d o e s i t m e a n t o b e a h e a l t h y B i g B r o t h e r ?

H o w c a n y o u u s e t h e c o n t e n t t o p r e p a r e y o u r s e l f t o h a v e d i f f i c u l t

T r a n s i t i o n : I n t h e n e x t a c t i v i t y , w e ’ l l e x p l o r e f r i e n d v s . B r o t h e r m o r e . I d e a l M a n 2 : D e v e l o p i n g M y R e l a t i o n s h i p sW e e k 3 ( H o w t o b e a

D e b r i e f W e e k 3 : H o w t o b e a G o o d F r i e n d &

B r o t h e r

E s t i m a t e d T i m i n g

5 –1 0 m i n . ( 1 5 –2 0 m i n . t o t a l )

c o n v e r s a t i o n s w i t h y o u r f r i e n d s o r B r o t h e r s ?

A c t i v i t y : F r i e n d s v s . B r o t h e r s

D i r e c t i o n s : B r e a k M e m b e r s u p i n t o s m a l l g r o u p s a n d p r o v i d e t h e m w i t h f l i p c h a r t p a p e r a n d m a r k e r s . A s s i g n e a c h g r o u p e i t h e r “ S i m i l a r i t i e s ” o r “ D i f f e r e n c e s . ”

A c t i v i t y : F r i e n d s v s . B r o t h e r s

B r o t h e r s h a v e i n c o m m o n ( s i m i l a r i t i e s ) o r t h e d i f f e r e n c e s b e t w e e n t h e m .

A s k e a c h g r o u p t o b r a i n s t o r m t h e t h i n g s f r i e n d s a n d

C o n t i n u e f o r 1 0 –1 5 m i n u t e s a n d k e e p t i m e . L e t M e m b e r s k n o w w h e n

t h e y h a v e o n e m i n u t e l e f t .

d i f f e r e n c e s .

V i e w t h e A d d i t i o n a l n o t e s s e c t i o n f o r i d e a s o n s i m i l a r i t i e s a n d

3 0 –3 5 m i n . ( 4 5 –5 5 m i n . t o t a l )

I d e a l M a n 2 : D e v e l o p i n g M y R e l a t i o n s h i p sW e e k 3 ( H o w t o b e a g o o d f r i e n d & B r o t h e r )

K e y P o i n t s I n s t r u c t i o n a l S t r a t e g i e s

c t i v i t y D e b r i e f : A s k o p e ne n d e d q u e s t i o n s , l i k e : W h e r e d o e s y o u r l o y a l t y l i e a s a f r i e n d ? A s a B r o t h e r ?

W h i c h r o l e i s h a r d e r t o p l a y ? W h y ? W h a t d o e s t h e a b o l i s h m e n t o f p l e d g e s h i p h a v e

B r o t h e r h o o d ? O r o u r d e f i n i t i o n o f B r o t h e r ?

V i e w t h e A d d i t i o n a l n o t e s s e c t i o n f o r g u i d a n c e o n t h i s d e b r i e f .

C l o s i n g / T r a n s i t i o n :

C h i .

F r i e n d s h i p s i s a h u g e r e a s o n w e j o i n e d L a m b d a

B u t t h e F r a t e r n i t y r e q u i r e s u s t o b e B r o t h e r s . I t ’ s n o t j u s t a b o u t t h e

s o c i a l l i f e . I t ’ s a b o u t h e l p i n g o u r s e l v e s a n d o u r M e m b e r s a s p i r e t o t h e i d e a l s w e s t r i v e f o r a n d k e e p i n g o u r o a t h s a n d p r o m i s e s .

B r o t h e r m e a n s k e e p i n g t h e g o o d o f t h e g r o u p a p r i o r i t y w h i c h

B e i n g a

m a y c o n f l i c t w i t h o u r i n d i v i d u a l n e e d s / w a n t s a t t i m e s .

N e x t s t e p s A

b e c a u s e w e

A l p h a

C h i

W e w a n t y o u t o d e v e l o p f r i e n d s h i p s i n L a m b d a

E s t i m a t e d T i m i n g

3 0 –3 5 m i n . ( 4 5 –5 5 m i n . t o t a l )

5 m i n . ( 5 0 –6 0 m i n . t o t a l )

w a n t e v e r y o n e t o f e e l l i k e t h e y a r e b o n d e d a n d b e l o n g h e r e .

B r o t h e r

B e i n g a

B r o t h e r w i l l r e q u i r e s u f f e r i n g a n d s a c r i f i c e a t t i m e s .

B u t b e i n g a

b u t i t ’ s w o r t h i t i n t h e e n d a s w e a l w a y s w a n t o u r i d e a l s

i s n o t e a s y –

t o w i n o u t o v e r o u r p e r s o n a l n e e d s o r a g e n d a s .

I d e a l M a n 2 : D e v e l o p i n g M y R e l a t i o n s h i p sW e e k 3 ( H o w t o b e a g o o d f r i e n d & B r o t h e r )

E s t i m a t e d T i m i n g K e y P o i n t s I n s t r u c t i o n a l S t r a t e g i e s

5 m i n . ( 5 0 –6 0 m i n . t o t a l ) A l w a y s

I d e a l M a n 2 : D e v e l o p i n g M y R e l a t i o n s h i p sW e e k 3 ( H o w t o b e a

g o o d f r i e n d & B r o t h e r )

A d d i t i o n a l n o t e s

A c t i v i t y : W o u l d Y o u R a t h e r P r o m p t s

D i r e c t i o n s : C a l l o u t t h e p r o m p t s b e l o w i n t h e o r d e r p r o v i d e d . T h e y p u r p o s e l y p r o g r e s s f r o m l i g h t t o m o r e f o c u s e d o n t h e p r e f e r e n c e o f b e i n g i n g r o u p s o r s o c i a l i z i n g v e r s u s g e t t i n g e n e r g i z e d f r o m b e i n g a l o n e o r s p e n d i n g q u a l i t y t i m e w i t h o n e p e r s o n .

F a c i l i t a t o r N o t e : F o r q u e s t i o n s 41 1 , t y p i c a l l y e x t r o v e r t e d M e m b e r s w i l l c h o o s e t h e f i r s t o p t i o n w h i l e i n t r o v e r t e d M e m b e r s w i l l

c h o o s e t h e s e c o n d o p t i o n . M a k e n o t e o f t h i s a s y o u d i r e c t M e m b e r s t o o p p o s i t e s i d e s o f t h e r o o m .

1 . X b o x o r N i n t e n d o ?

2 . B e a c h o r m o u n t a i n s ?

3 . S w e e t t r e a t o r s a v o r y s n a c k ?

4 . B o a r d g a m e o r v i d e o g a m e ?

5 . T e a m p r o j e c t o r w r i t e a p a p e r a l o n e ?

6 . W o u l d y o u r a t h e r h a v e a l a r g e g r o u p o f f r i e n d s o r a f e w c l o s ek n i t c o m p a n i o n s ?

7 . W o u l d y o u r a t h e r g o o n a n a d r e n a l i n ep u m p i n g a d v e n t u r e o r a p e a c e f u l r e t r e a t i n t h e w o o d s ?

8 . W o u l d y o u r a t h e r b e t h e c e n t e r o f a t t e n t i o n o r b l e n d i n t o t h e b a c k g r o u n d ?

9 . W o u l d y o u r a t h e r s p e n d y o u r f r e e t i m e s o c i a l i z i n g o r p u r s u i n g y o u r h o b b i e s ?

1 0 . W o u l d y o u r a t h e r l i v e i n a b u s t l i n g c i t y o r a t r a n q u i l c o u n t r y s i d e ?

1 1 . W o u l d y o u r a t h e r h a v e a l o n g c o n v e r s a t i o n w i t h a s t r a n g e r o r s p e n d h o u r s w r i t i n g i n y o u r j o u r n a l ?

C o n t i n u e t o n e x t p a g e .

I d e a l M a n 2 : D e v e l o p i n g M y R e l a t i o n s h i p sW e e k 3 ( H o w t o b e a

g o o d f r i e n d & B r o t h e r )

A d d i t i o n a l n o t e s

A c t i v i t y : S i m i l a r i t i e s a n d D i f f e r e n c e s

D i r e c t i o n s : U s e t h e f o l l o w i n g i d e a s f o r i n s p i r a t i o n d u r i n g t h e a c t i v i t y d i s c u s s i o n a n d d e b r i e f , a s n e e d e d .

S i m i l a r i t i e s i n c l u d e b u t a r e n o t l i m i t e d t o :

M u t u a l s u p p o r t a n d c a r e : B o t h f r i e n d s h i p s a n d f r a t e r n i t y B r o t h e r h o o d s a r e c h a r a c t e r i z e d b y m u t u a l s u p p o r t a n d c a r e . F r i e n d s a n d B r o t h e r s a r e t h e r e f o r e a c h o t h e r t h r o u g h t h i c k a n d t h i n , o f f e r i n g e m o t i o n a l s u p p o r t , p r a c t i c a l a s s i s t a n c e , a n d

B r o t h e r s o f t e n s h a r e c o m m o n e x p e r i e n c e s a n d i n t e r e s t s . T h e y e n j o y s p e n d i n g

e n c o u r a g e m e n t .

S h a r e d e x p e r i e n c e s a n d i n t e r e s t s : F r i e n d s a n d

t i m e t o g e t h e r , e n g a g i n g i n a c t i v i t i e s t h e y m u t u a l l y e n j o y , a n d d e e p e n i n g t h e i r b o n d t h r o u g h s h a r e d e x p e r i e n c e s .

T r u s t a n d h o n e s t y : B o t h f r i e n d s h i p s a n d f r a t e r n i t y B r o t h e r h o o d s a r e b u i l t o n t r u s t a n d h o n e s t y . F r i e n d s a n d B r o t h e r s r e l y o n e a c h o t h e r t o b e v u l n e r a b l e , b e h o n e s t a n d t r u t h f u l , a n d m a i n t a i n a s e n s e o f t r u s t w o r t h i n e s s .

A c c e p t a n c e a n d b e l o n g i n g : F r i e n d s a n d B r o t h e r s f e e l a c c e p t a n c e a n d b e l o n g i n g w i t h i n t h e i r r e s p e c t i v e g r o u p s . T h e y

a p p r e c i a t e t h e s e n s e o f b e l o n g i n g a n d c a m a r a d e r i e t h a t c o m e s w i t h t h e s e r e l a t i o n s h i p s .

D i f f e r e n c e s i n c l u d e b u t a r e n o t l i m i t e d t o :

S t r u c t u r e a n d o r g a n i z a t i o n : F r a t e r n i t y B r o t h e r h o o d s h a v e a m o r e f o r m a l s t r u c t u r e a n d o r g a n i z a t i o n c o m p a r e d t o f r i e n d s h i p s . T h e y h a v e e s t a b l i s h e d r u l e s , e x p e c t a t i o n s , a n d t r a d i t i o n s t h a t g o v e r n t h e i r i n t e r a c t i o n s a n d a c t i v i t i e s .

S h a r e d v a l u e s a n d c o m m i t m e n t : B r o t h e r s a r e u n i t e d b y a s h a r e d s e t o f v a l u e s a n d a c o m m i t m e n t t o t h e f r a t e r n i t y . T h i s

s h a r e d p u r p o s e s t r e n g t h e n s t h e i r b o n d a n d p r o v i d e s a c o m m o n g r o u n d f o r t h e i r i n t e r a c t i o n s . F r i e n d s l i k e l y s h a r e t h e s a m e

v a l u e s b u t m a y n o t . T h e y ’ r e t y p i c a l l y n o t s t r i v i n g t o h e l p t h e o t h e r a s p i r e t o a s e t o f i d e a l s .

C o n t i n u e t o n e x t p a g e .

I d e a l M a n 2 : D e v e l o p i n g M y R e l a t i o n s h i p sW e e k 3 ( H o w t o b e a

g o o d f r i e n d & B r o t h e r )

A d d i t i o n a l n o t e s

D i f f e r e n c e s c o n t i n u e d :

D u r a t i o n o f c o n n e c t i o n : B r o t h e r h o o d i s o f t e n s e e n a s a l i f e l o n g c o n n e c t i o n , e x t e n d i n g b e y o n d t h e c o l l e g e y e a r s . B r o t h e r s m a i n t a i n t h e i r t i e s a n d s u p p o r t e a c h o t h e r t h r o u g h o u t t h e i r l i v e s . L a m b d a C h i A l p h a h a s a n e x t e n s i v e A l u m n i n e t w o r k , a n d

B r o t h e r s t a k e p a r t i n t h i s t o s t a y i n v o l v e d i n t h e F r a t e r n i t y t h r o u g h o u t t h e i r l i v e s . F r i e n d s h i p s c a n c o m e a n d g o –s o m e

m a n y

f r i e n d s h i p s m a y l a s t a l i f e t i m e a n d t h o s e w o u l d b e v e r y s p e c i a l . B u t c o l l e g e i s a t r a n s i e n t t i m e a n d f r i e n d s h i p s m a y f i z z l e o u t a s

M e m b e r s m o v e o n t o a c h i e v e n e w g o a l s a n d m o v e a w a y f r o m o n e a n o t h e r g e o g r a p h i c a l l y .

E x c l u s i v i t y a n d s e l e c t i v i t y : B r o t h e r h o o d i s o f t e n c h a r a c t e r i z e d b y e x c l u s i v i t y a n d s e l e c t i v i t y . M e m b e r s a r e c h o s e n t h r o u g h a

f o r m a l r e c r u i t m e n t p r o c e s s , a n d t h e f r a t e r n i t y m a i n t a i n s a l i m i t e d m e m b e r s h i p . F r i e n d s h i p s h a v e b l u r r y s t a r t a n d e n d d a t e s .

P r o x i m i t y f r i e n d s a r e a g r e a t e x a m p l e o f “ f r i e n d s f o r a s e a s o n ” w h e r e a s L a m b d a C h i B r o t h e r s a r e o f t e n c o n n e c t e d r e g a r d l e s s

o f p r o x i m i t y , t i m e , e t c . L a m b d a C h i i s t h e i n v i s i b l e s t r i n g t h a t t i e s u s t o g e t h e r .

A c t i v i t y : F r i e n d s v s . B r o t h e r s D e b r i e f

F r i e n d s t e n d t o b e l o y a l t o e a c h o t h e r . B r o t h e r s a r e l o y a l t o t h e l a r g e r f r a t e r n a l o r g a n i z a t i o n a n d t h e i d e a l s w e a l l a s p i r e t o . I t ’ s h a r d e r t o b e a B r o t h e r t h a n a f r i e n d . F r i e n d s d o n ’ t n e e d t o h o l d e a c h o t h e r a c c o u n t a b l e a n d m a y n o t w a n t t o ( a l t h o u g h

s o m e m i g h t ) . B r o t h e r s m u s t h a v e p e r s o n a l c o u r a g e t o e m b o d y t h e v a l u e s a n d e n a b l e o t h e r s t o a l s o b e t h e i r b e s t s e l v e s . T h i s

s o m e t i m e s m e a n s h a v i n g t o u g h c o n v e r s a t i o n s . T h e a b o l i s h m e n t o f p l e d g e s h i p s h a p e d t h e c u l t u r e o f o u r F r a t e r n i t y . W e w a n t A s s o c i a t e M e m b e r s a n d i n i t i a t e d B r o t h e r s t o b e

o n t h e s a m e p l a y i n g f i e l d . I t ’ s i m p o r t a n t t h a t w e r e m e m b e r t h a t , t o b e a g o o d B r o t h e r , w e m u s t a v o i d a c t i n g i n w a y s t h a t a r e

u n b e c o m i n g o f a g e n t l e m a n a n d c a l l o u t o u r B r o t h e r s w h o m a y b e d o i n g t h e s a m e .

H a z i n g h a s n o p l a c e i n L a m b d a C h i A l p h a –w e a r e a l l e q u a l l y r e s p o n s i b l e t o a d d r e s s t h i s i f w e s e e i t a n d i n t e r v e n e ( w i t h

b y s t a n d e r i n t e r v e n t i o n ) .

Member Safety Fundamentals

Overview

Member Safety Fundamentals is Brothers First’s initial offering An introductory course for Collegiate Brothers it discusses core topics such as alcohol and drug use, hazing prevention, and sexual misconduct. Impor tantly, it challenges Brothers to reflect on their behav ior, the behav ior of others, and the wider culture that exists within the Chapter.

There are three topics: Protecting Myself Protecting Others Protecting the Chapter.

In this pack you will find exercises and facilitator guides that are embedded within the learning Be aware, the exercises are not meant to be prescriptively followed Instead, Adv isors should use their experience and skills to adapt the content to meet local needs.

Brothers First will expand to include Risk Management (a credential program within Stead Leadership College for the High Iota) and an Adv isor orientation track in 2025.

1

Your guide to Member Safety Fundamentals

An exercise for Brothers to list their assets (strengths) and liabilities (weaknesses) to establish a baseline of professional development.

Physical and mental health self-assessment

An activ ity for Brothers to reflect on different elements of physical and mental health to identify strong and weak areas. 3

Protecting Myself facilitation guide

A live session for Brothers to rev iew the models of physical and mental health before setting goals with each other to improve personal health.

Member Safety Fundamentals

Protecting Others facilitation guide

A live session to explore the factors that inhibit bystander intervention before apply ing them to the case study scenarios.

Chapter safety priorities

An exercise for Brothers to decide what aspect of Member Safety their Chapter should focus on.

Protecting the Chapter facilitation guide

A live session for Chapter Members to debate on what safety priority their Chapter should choose and begin to plan on how to suppor t it with the High Iota (Risk Manager).

Your guide to: Member Safety Fundamentals

Our creed calls us to live with faith, hope, and love. We do that by acting with passion, strength, and purity. These values drive us to create a safe env ironment for ourselves, others, and our Chapters. Member Safety Fundamentals prepares Members have a healthy, happy, and safe Chapter experience.

This course covers three key areas: Protecting Myself, Protecting Others, and Protecting the Chapter. Members will explore topics like personal well-being, hazing prevention, sexual misconduct, mental health intervention, and Lambda Chi Alpha insurance Each area contains a suppor ting workbook for Members with reference information and activ ities to apply the lessons

We want Members that complete this program to challenge their beliefs and star t to examine their behav iors.

Topics

Welcome to Member Safety Fundamentals

Our introduction and overview of the course.

Protecting Myself

Learning how to examine behaviors to improve personal well-being.

Protecting Others

The psychology behind bystander intervention before applying it to hazing, sexual misconduct, and other situations.

Protecting the Chapter

Learn about risk management policies, insurance, and how to create a culture of safety.

Exercises Live sessions

Physical and mental health self-assessment

Complete a survey to selfscore areas of physical and mental health.

Protecting Myself

Work with others to set goals to improve personal health.

Intervention case studies

Practice responding to scenarios that need intervention.

Protecting Others

Learn how psychological factors can inhibit our intervention plans.

Chapter safety priorities

Determine what aspect of Member Safety a Chapter should focus on.

Protecting the Chapter

Debate with Brothers to decide on the priority and work with the High Iota.

Activity: Physical health

Self-assessment

Below are 15 statements to help assess your physical health over five areas: nutrition, exercise, sleep, alcohol use, and substance use. Rate each statement on a range from “strongly disagree” to “strongly agree”.

Nutrition

I eat a balanced diet regularly. This includes a mix of fruits, vegetables, lean proteins, and whole grains.

1 = Strongly Disagree

2 = Disagree

3 = Neutral

4 = Agree

5 = Strongly Agree

I avoid eating large amounts of processed or fast foods.

1 = Strongly Disagree

2 = Disagree

3 = Neutral

4 = Agree

5 = Strongly Agree

I drink the recommended amount of water throughout the day (half of body weight (lbs) in ounces)

1 = Strongly Disagree

2 = Disagree

3 = Neutral

4 = Agree

5 = Strongly Agree

Score for this section:

Exercise

I exercise for at least 150 minutes per week. Or I walk at least 8,000 to 10,000 steps every day.

1 = Strongly Disagree

2 = Disagree

3 = Neutral

4 = Agree

5 = Strongly Agree

I incorporate strength training exercises into my routine at least twice per week.

1 = Strongly Disagree

2 = Disagree

3 = Neutral

4 = Agree

5 = Strongly Agree

I make sure to move or stretch often throughout the day to avoid long periods of inactivity.

1 = Strongly Disagree

2 = Disagree

3 = Neutral

4 = Agree

5 = Strongly Agree

Score for this section:

I avoid caffeine, sugar, heavy meals, and intense exercise close to bedtime.

1 = Strongly Disagree

2 = Disagree

3 = Neutral

4 = Agree

5 = Strongly Agree

I sleep for seven to nine hours per night consistently.

1 = Strongly Disagree

2 = Disagree

3 = Neutral 4 = Agree

5 = Strongly Agree

I maintain a regular sleep schedule, even on weekends.

1 = Strongly Disagree 2 = Disagree 3 = Neutral 4 = Agree

5 = Strongly Agree

Score for this section:

Alcohol Use

I understand how consuming alcohol impacts my physical and mental health.

= Strongly Disagree

Agree

= Strongly Agree

I avoid binge drinking (consuming five or more drinks in one to two hours).

Disagree

Agree

I am able to have fun without drinking while others are drinking around me.

= Strongly Disagree

Score for this section:

Substance Use

I understand the short-term and long-term health risks associated with substance use.

1 = Strongly Disagree

2 = Disagree

3 = Neutral

4 = Agree

5 = Strongly Agree

I avoid consuming alcohol and other drugs simultaneously.

1 = Strongly Disagree

2 = Disagree

3 = Neutral

4 = Agree

5 = Strongly Agree

I feel in control of my choices regarding substances and do not feel dependent on them

1 = Strongly Disagree

2 = Disagree

3 = Neutral

4 = Agree

5 = Strongly Agree

Score for this section:

Take action

Look at the statements you marked between strongly disagree and neutral. Consider taking steps to work on your habits and behavior to improve these scores over time. Don’t feel like you must tackle everything at once. Start with the area that needs to most work, and once you feel satisfied, move to the next one.

Please bring this self-assessment to the Protecting Myself live session.

Total Score

Activity: Mental health

Self-assessment

Below are 15 statements to help assess your mental health over five areas: stress management, emotional processing, addiction, relationships, and sexual health. Rate each statement on a range from “strongly disagree” to “strongly agree”.

Stress management

I can successfully fulfill my academic and personal responsibilities without feeling overwhelmed.

1 = Strongly Disagree

2 = Disagree

3 = Neutral

4 = Agree

5 = Strongly Agree

I understand how my physical wellbeing impacts my mental health.

Emotional processing

I can identify my emotions when I’m feeling distressed.

= Strongly Disagree

Strongly Agree

I am comfortable expressing my emotions to people I trust.

Disagree

Strongly Agree

I use healthy stress-relieving tactics like exercise, meditation, or talking to a friend.

= Disagree

= Neutral

= Agree

= Strongly Agree 1 = Strongly Disagree 2 = Disagree 3 = Neutral 4 = Agree 5 = Strongly Agree

Score for this section: 1 = Strongly Disagree

Strongly Disagree

I think that expressing emotions shows strength. Score for this section:

Strongly Agree

Addiction

I do not use substances to cope with stress, anxiety, or other emotional challenges.

1 = Strongly Disagree

2 = Disagree

3 = Neutral

4 = Agree

5 = Strongly Agree

I feel in control of my habits and behaviors and am not dependent on them every day.

1 = Strongly Disagree

2 = Disagree

3 = Neutral

4 = Agree

5 = Strongly Agree

My use of technology (social media, gaming, streaming) does not stop me from completing my responsibilities or engaging in social settings

1 = Strongly Disagree 2 = Disagree

3 = Neutral 4 = Agree

5 = Strongly Agree

Score for this section:

Relationships

I feel supported in my relationships with friends, family, or partners.

1 = Strongly Disagree 2 = Disagree 3 = Neutral 4 = Agree 5 = Strongly Agree

I can handle conflict in a healthy and constructive way.

Agree

= Strongly Agree

I can set boundaries with others and maintain them

Agree 1 = Strongly Disagree

Score for this section: 1 = Strongly Disagree

Sexual health

I am comfortable talking with a healthcare professional about sexual health or concerns.

1 = Strongly Disagree

2 = Disagree

3 = Neutral

4 = Agree

5 = Strongly Agree

I am confident in the decisions I make regarding sexual health and safety.

1 = Strongly Disagree

2 = Disagree

3 = Neutral

4 = Agree

5 = Strongly Agree

My sexual activity aligns with my values and does not cause me distress

1 = Strongly Disagree

2 = Disagree 3 = Neutral 4 = Agree

5 = Strongly Agree

Score for this section:

Take action

Which topic area do you feel most confident in? Which do you want to focus on? Find a trusted friend or professional to discuss these topics when you feel ready. Remember, some discomfort is okay and many of these topics can be awkward to talk about. Embrace that feeling and take steps toward personal growth.

Please bring this self-assessment to the Protecting Myself live session.

Total Score

r o t e c t i n g M yse lf: H e a l t h a sse ssme n t

R e v i e w p h y s i c a l h e a l t h a s s e s s m e n t .

R e v i e w m e n t a l h e a l t h a s s e s s m e n t .

K e y T e a c h i n g P o i n t s a n d M e s s a g e s

R e v i e w k e y m e s s a g e s a n d i n f o r m a t i o n f r o m t h e P r o t e c t i n g M y s e l f t o p i c .

P e r f o r m a n c e

I d e n t i f y a c t i o n s t o i m p r o v e a n a r e a o f p h y s i c a l a n d m e n t a l h e a t h .

L o c a t e a q u i e t r o o m . E n s u r e a d e q u a t e s e a t i n g .

E n s u r e a p p r o p r i a t e r e f r e s h m e n t s .

A c t i v i t y : P h y s i c a l h e a l t h a s s e s s m e n t –S e n d a m e s s a g e t o M e m b e r s a s k i n g t h e m t o c o m p l e t e

t h e p h y s i c a l h e a l t h a s s e s s m e n t i n M e m b e r S a f e t y F u n d a m e n t a l s a n d b r i n g i t w i t h t h e m t o t h e

s e s s i o n .

A c t i v i t y : M e n t a l h e a l t h a s s e s s m e n t –S e n d a m e s s a g e t o M e m b e r s a s k i n g t h e m t o c o m p l e t e

t h e m e n t a l h e a l t h a s s e s s m e n t i n M e m b e r S a f e t y F u n d a m e n t a l s a n d b r i n g i t w i t h t h e m t o t h e

s e s s i o n .

O u t c o m e s

I o t a P r e p a r a t i o n a n d M a t e r i a l s

H i g h

C h e c k l i s t

F a c i l i t a t o r I c o n K e y : T h e s e i c o n s w i l l g u i d e y o u r a c t i o n s a s a f a c i l i t a t o r . R e f e r e n c e t h e m a s a q u i c k r e m i n d e r o f w h a t y o u n e e d t o

d o a t e a c h s t a g e o f t h e s e s s i o n .

M a k e c o m m e n t s A s k q u e s t i o n s D e b r i e f G r o u p d i s c u s s i o n A c t i v i t y S e l f r e f l e c t i o n U s e a f l i p c h a r t T r a n s i t i o n s e c t i o n s

I n s t r u c t i o n a l S t r a t e g i e s

I n t r o d u c e s e l f a n d w e l c o m e M e m b e r s t o t h e s e s s i o n .

I c e b r e a k e rT h e 4 C s I n t r o d u c e t h e s e s s i o n w i t h a n a c t i v i t y t o g a i n i n s i g h t i n t o

B r o t h e r ’ s p e r s o n a l i t i e s . A s k M e m b e r s t o n a m e a c a r t o o n c h a r a c t e r , c o l o r , c a r , a n d c u i s i n e t h a t b e s t d e s c r i b e s t h e i r p e r s o n a l i t y a n d e x p l a i n w h y w i t h t h e f u l l g r o u p . F o r l a r g e r C h a p t e r , a s k M e m b e r s t o f o r m e q u a l s i z e d

g r o u p s . T r a n s i t i o n L e t ’ s c o n t i n u e o u r c h e c ki n a n d l o o k m o r e c l o s e l y a t o u r p h y s i c a l a n d m e n t a l h e a l t h . P r o t e c t i n g M yse lf: H e a l t h a sse ssme n t

K e y P o i n t s

W e l c o m e t o t h e s e s s i o n

E s t i m a t e d T i m i n g

35 m i n . ( 35 m i n . t o t a l )

r o t e c t i n g M yse lf: H e a l t h a sse ssme n t

I n s t r u c t i o n a l S t r a t e g i e s

P h y s i c a l h e a l t h a s s e s s m e n t r e v i e w

B e g i n b y r e v i e w i n g t h e p h y s i c a l h e a l t h m o d e l : N u t r i t i o n : H o w y o u f u e l y o u r b o d y . T h i s a r e a

e n c o m p a s s e s f o o d , w a t e r , a n d d i e t a r y s u p p l e m e n t s . E x e r c i s e : O u r b o d i e s a r e b u i l t t o m o v e . W h e t h e r i t ’ s t h e g y m , s p o r t , o r w a l k i n g w i t h f r i e n d s , m o v e m e n t i s k e y . S l e e p : R e s t i s e s s e n t i a l t o a c a d e m i c a n d l e a d e r s h i p s u c c e s s . A g o o d r o u t i n e c a n e n s u r e y o u g e t e n o u g h h i g hq u a l i t y s l e e p . S u b s t a n c e u s e : F r o m p r e s c r i p t i o n s t o a l c o h o l , w e n e e d t o m o n i t o r d r u g u s e . T h e k e y t o b a l a n c e i s i n f o r m e d a n d i n t e n t i o n a l c h o i c e s .

1 . S e p a r a t e t h e C h a p t e r i n t o e q u a l g r o u p s . 2 . A s k p a r t i c i p a n t s t o r e f e r e n c e t h e i r ‘ P h y s i c a l h e a l t h s e l fa s s e s s m e n t ’ i n t h e P r o t e c t i n g M y s e l f s u p p o r t w o r k b o o k . 3 . U s e t h e q u e s t i o n s i n t h e a d d i t i o n a l n o t e s s e c t i o n t o g u i d e c o n v e r s a t i o n i n t h e s m a l l g r o u p s . G i v e g r o u p s t h r e e t o f i v e m i n u t e s t o d i s c u s s e a c h q u e s t i o n . E n c o u r a g e t h e m t o s h a r e i d e a s a n d o f f e r a d v i c e . ( 1 01 5 m i n . t o t a l )

A c t i v i t y c o n t i n u e d o n t h e n e x t p a g e .

K e y P o i n t s

P h y s i c a l h e a l t h a s s e s s m e n t r e v i e w

T h i s s e c t i o n a l l o w s M e m b e r s t o t a l k a b o u t

e a c h o t h e r ’ s s t r e n g t h s a n d w e a k n e s s e s i n p h y s i c a l h e a l t h . T h e y w i l l b r a i n s t o r m i m p r o v e m e n t a n d s e t a g o a l .

E s t i m a t e d T i m i n g

1 52 0 m i n . ( 1 82 5 m i n . t o t a l )

I n s t r u c t i o n a l S t r a t e g i e s

c t i v i t y c o n t i n u e d .

A

b e r f r o m e a c h g r o u p t o

4 . A f t e r d i s c u s s i o n , a s k o n e M e m

s h a r e a g o a l o n h o w t h e y w i l l i m p r o v e t h e i r p h y s i c a l

h e a l t h . T r a n s i t i o n N o w t h a t w e ’ v e d i s c u s s e d p h y s i c a l h e a l t h , i t ’ s t i m e t o t a l k

a b o u t o u r m e n t a l h e a l t h .

M e n t a l h e a l t h a s s e s s m e n t r e v i e w

R e v i e w t h e m o d e l f o r m e n t a l h e a l t h :

R e l a t i o n s h i p s : C o n n e c t i o n i s k e y f o r m e n t a l h e a l t h . W e n e e d t o l e a r n h o w t o b u i l d a s t r o n g n e t w o r k o f s u p p o r t . S t r e s s m a n a g e m e n t : S t r e s s i s p a r t o f l i f e . W e n e e d t o l e a r n h o w t o m a n a g e i t b e f o r e i t c r u s h e s u s . R e f r a m i n g : W e a r e b o u n d t o f a c e s i t u a t i o n s t h a t f r u s t r a t e u s . R e f r a m i n g a l l o w s u s t o r e c o g n i z e o u r f e e l i n g s , a c c e p t t h e m , a n d c h a n g e o u r p e r s p e c t i v e s . A d d i c t i o n : U n c h e c k e d p a t t e r n s i n b e h a v i o r c a n i n t e r f e r e w i t h e v e r y t h i n g . W e n e e d t o b e a w a r e o f c o m p u l s i v e b e h a v i o r s a n d c y c l e s o f s u b s t a n c e u s e .

K e y P o i n t s

P h y s i c a l h e a l t h a s s e s s m e n t r e v i e w P r o t e c t i n g M yse lf: H e a l t h a sse ssme n t

E s t i m a t e d T i m i n g

1 52 0 m i n . ( 1 82 5 m i n . t o t a l )

M e n t a l h e a l t h a s s e s s m e n t r e v i e w

M e m b e r s w i l l c o n t i n u e t o d i s c u s s t h e i r p e r s o n a l w e l lb e i n g w i t h m e n t a l h e a l t h .

T h e y w i l l s e t a g o a l i n a n a r e a t o i m p r o v e .

15-20 min. (33-45 min. total)

I n s t r u c t i o n a l S t r a t e g i e s

1 . S w i t c h u p g r o u p s s o M e m b e r s a r e i n a n e w e q u a l -

s i z e d g r o u p s .

2 . A s k p a r t i c i p a n t s t o r e f e r e n c e t h e i r ‘ M e n t a l h e a l t hs e l f a s s e s s m e n t ’ i n t h e P r o t e c t i n g M y s e l f s u p p o r t

w o r k b o o k .

3 . U s e t h e q u e s t i o n s i n t h e a d d i t i o n a l n o t e s s e c t i o n t o

g u i d e c o n v e r s a t i o n i n t h e s m a l l g r o u p s . G i v e g r o u p s

t h r e e t o f i v e m i n u t e s t o d i s c u s s e a c h q u e s t i o n .

E n c o u r a g e t h e m t o s h a r e i d e a s a n d o f f e r a d v i c e . ( 1 0 -

1 5 m i n . t o t a l )

4 . A f t e r d i s c u s s i o n , a s k o n e M e m b e r f r o m e a c h g r o u p t o s h a r e a g o a l o n h o w t h e y w i l l i m p r o v e t h e i r m e n t a l h e a l t h . T r a n s i t i o n W e ’ v e l o o k e d a t a l l t h e p a r t s o f o u r p e r s o n a l h e a l t h . L e t ’ s

c l o s e o u t t h i s s e s s i o n f r o m P r o t e c t i n g M y s e l f .

K e y P o i n t s

M e n t a l h e a l t h a s s e s s m e n t r e v i e w P r o t e c t i n g M yse lf: H e a l t h a sse ssme n t

E s t i m a t e d T i m i n g

1 52 0 m i n . ( 3 34 5 m i n . t o t a l )

I n s t r u c t i o n a l S t r a t e g i e s

P o s ta c t i v i t y d e b r i e f

L e a d a l a r g e g r o u p d e b r i e f . A s k f o r t w o t o f o u r r e s p o n s e s

t o t h e f o l l o w i n g q u e s t i o n s : W h a t c o n n e c t i o n d o y o u s e e b e t w e e n y o u r p h y s i c a l a n d m e n t a l h e a l t h ? H o w d o e s o n e a f f e c t t h e o t h e r ?

H o w c a n w e c o n t i n u e t o l o o k a t o u r h e a l t h a f t e r t h i s s e s s i o n ?

E n c o u r a g e M e m b e r s t h a t h a v e n o t c o m p l e t e d M e m b e r

C h i

S a f e t y F u n d a m e n t a l s t o l o g i n t o t h e L a m b d a

A c a d e m y a n d c o m p l e t e i t s o o n . I f t h e y n e e d h e l p

a c c e s s i n g t h e A c a d e m y , p l e a s e h a v e t h e m e m a i l

m e m b e r s h i p @ l a m b d a c h i . o r g .

K e y P o i n t s

N e x t s t e p s P r o t e c t i n g M yse lf: H e a l t h a sse ssme n t

P o s ta c t i v i t y d e b r i e f

E s t i m a t e d T i m i n g

51 0 m i n . ( 3 85 5

m i n . t o t a l )

2 m i n . ( 4 05 7 m i n . t o t a l )

A d d i t i o n a l n o t e s

W h a t ’ s o n e a c t i o n y o u c a n t a k e t h i s w e e k t o p r i o r i t i z e y o u r m e n t a l h e a l t h , a n d h o w c a n y o u r B r o t h e r s s u p p o r t y o u i n t h a t g o a l ? P r o t e c t i n g M yse lf: H e a l t h a sse ssme n t

P h y s i c a l h e a l t h a s s e s s m e n t r e v i e w

W h a t i s o n e a r e a o f y o u r p h y s i c a l h e a l t h w h e r e y o u f e e l c o n f i d e n t , a n d w h a t h a b i t s h a v e h e l p e d y o u s u c c e e d i n t h a t a r e a ?

L o o k i n g a t y o u r a s s e s s m e n t , w h a t ’ s o n e a r e a w h e r e y o u s e e r o o m f o r i m p r o v e m e n t ? W h a t a r e s o m e r e a l i s t i c w a y s t o m a k e

p r o g r e s s ?

I f y o u c o u l d c o m m i t t o o n e s m a l l c h a n g e t o i m p r o v e y o u r p h y s i c a l h e a l t h , w h a t w o u l d i t b e , a n d h o w c a n y o u h o l d y o u r s e l f

a c c o u n t a b l e ?

M e n t a l h e a l t h a s s e s s m e n t r e v i e w

W h a t i s o n e a s p e c t o f y o u r m e n t a l h e a l t h t h a t y o u f e e l i s a s t r e n g t h ? H o w h a s i t p o s i t i v e l y i m p a c t e d y o u r d a i l y l i f e ?

W h e r e d o y o u s e e a n o p p o r t u n i t y t o s t r e n g t h e n y o u r m e n t a l w e l lb e i n g ? W h a t s t r a t e g i e s o r s u p p o r t s y s t e m s c o u l d h e l p ?

Activity: Intervention case studies

In the Chapter, it's common for Members to find themselves in situations where they can make a meaningful impact on their Brothers' well-being.

This case study activity will present you with three critical scenarios involving hazing, mental health, and substance use. Reference the earlier pages in the workbook and develop a thoughtful plan of action by answering the questions associated with each case.

Case #1

Scenario: During a Chapter study session, Mike notices that Tyler has been frequently using prescription stimulants to stay awake and focused. Tyler admits he’s been using them without a prescription and jokes about how it’s the only way he can keep up with his workload. Mike is worried this could lead to addiction or other health issues.

Questions:

What are the potential consequences if Tyler continues this behavior?

How should Mike address his concerns without jeopardizing his friendship?

What alternatives or support systems can Mike suggest to Tyler if this happened in your Chapter or on your campus?

Case #2

Scenario: Jake, a sophomore, overhears a few older Members planning a "Best Little Brother Competition" that involves blindfolding, excessive drinking, and forced physical competitions where their Little Brothers will compete to see who is the best. While most Members seem excited, Jake notices one New Member, Chris, looking anxious and uneasy. Jake wonders if he should step in.

Questions:

What are the risks involved if Jake does nothing?

What risks are involved in speaking up? What could happen to Jake’s relationship with the Chapter if he speaks up?

What resources on your campus could Jake access for support?

Case #3

Scenario: Zach, a senior, notices that his roommate, Nico, has become increasingly withdrawn over the past month. Nico is missing classes, skipping meals, and has stopped hanging out with friends. One night, Zach opens his phone to find Nico had left all the group chats they were a part of. When Zach texts him to see if everything is okay Nico replies “ ... ” .

Questions:

What are the immediate steps Zach should take upon receiving this text?

How can Zach approach Nico in a supportive and non-judgmental way?

What mental health resources are available on your campus that Zach can suggest?

Make a commitment

Reflect on your role in fostering a safer, healthier, and more supportive environment for your fellow Members.

How would you like to better support your Brothers moving forward?

R e v i e w s i t u a t i o n a l f a c t o r s .

D i s c u s s b y s t a n d e r i n t e r v e n t i o n c a s e s t u d i e s a n d p o t e n t i a l b a r r i e r s t o a c t .

P o i n t s a n d M e s s a g e s

K e y T e a c h i n g

P r o t e c t i n g O t h e r s t o p i c .

R e v i e w k e y m e s s a g e s a n d i n f o r m a t i o n f r o m t h e

A n a l y z e h a z i n g , m e n t a l h e a l t h , a n d s u b s t a n c e u s e i n t e r v e n t i o n c a s e s t u d i e s .

L o c a t e a q u i e t r o o m .

E n s u r e a d e q u a t e s e a t i n g .

E n s u r e a p p r o p r i a t e r e f r e s h m e n t s .

S i t u a t i o n a l f a c t o r s

D a n g e r o u s C o n f o r m i t y v i d e o : P r e p a r e t o p l a y t h i s Y o u T u b e v i d e o i n t h e

r e v i e w s e c t i o n : h t t p s : / / y o u t u . b e / z W A L U S a 6 g K M ? s i = m 6 2 F 8 5 e O X 3 S c g E x F .

S i t u a t i o n a l f a c t o r s : P r e p a r e a f l i p c h a r t o r w h i t e b o a r d t o w r i t e t h e s i t u a t i o n a l f a c t o r s d u r i n g t h e

S i t u a t i o n a l f a c t o r s r e v i e w s e c t i o n .

A c t i v i t y : I n t e r v e n t i o n c a s e s t u d i e s

S e n d a m e s s a g e t o M e m b e r s a s k i n g t h e m t o c o m p l e t e t h e I n t e r v e n t i o n c a s e s t u d i e s s h e e t i n M e m b e r S a f e t y F u n d a m e n t a l s b e f o r e t h e s e s s i o n a n d b r i n g i t w i t h t h e m . A s k t h r e e B r o t h e r s t o s e r v e a s s m a l l g r o u p l e a d e r s . P r i n t o u t o r s h a r e t h i s f a c i l i t a t o r g u i d e w i t h t h e m . T e l l t h e m t o p r e p a r e f o r t h e i r s m a l l g r o u p s b y r e a d i n g t h e p r o m p t s o n t h e

A d d i t i o n a l n o t e s p a g e a t t h e e n d o f t h i s g u i d e . P r o t e c t i n g O t h e r s: I n t e r ve n t i o n sc e n a r i o s

P e r f o r m a n c e

O u t c o m e s

H i g h I o t a P r e p a r a t i o n a n d M a t e r i a l s C h e c k l i s t

c i l i t a t o r I c o n K e y : T h e s e i c o n s w i l l g u i d e y o u r a c t i o n s a s a f a c i l i t a t o r . R e f e r e n c e t h e m a s a q u i c k r e m i n d e r o f w h a t y o u n e e d t o

r o t e c t i n g O t h e r s: I n t e r ve n t i o n sc e n a r i o s F a

T r a n s i t i o n s e c t i o n s

d o a t e a c h s t a g e o f t h e s e s s i o n .

M a k e c o m m e n t s A s k q u e s t i o n s D e b r i e f G r o u p d i s c u s s i o n A c t i v i t y S e l f r e f l e c t i o n U s e a f l i p c h a r t

I n s t r u c t i o n a l S t r a t e g i e s

I n t r o d u c e s e l f a n d w e l c o m e M e m b e r s t o t h e s e s s i o n .

I c e b r e a k e rF e e l i n ’ g r a t e f u l

I n t r o d u c e t h e s e s s i o n w i t h a s i m p l e c h e c ki n a c t i v i t y .

1 . A s k M e m b e r s t o p a i r u p a n d s h a r e t h r e e t h i n g s t h e y a r e g r a t e f u l f o r t h a t d a y . 2 . A f t e r s h a r i n g t h e i r g r a t i t u d e l i s t s , a s k M e m b e r s t o r e p o r t o u t o n e t h i n g t h e i r p a r t n e r w a s g r a t e f u l f o r

w i t h t h e l a r g e r g r o u p .

T r a n s i t i o n N o w , l e t ’ s l o o k a t h o w p s y c h o l o g y c a n i m p a c t o u r a b i l i t y

t o r e s p o n d .

K e y P o i n t s

W e l c o m e t o t h e s e s s i o n

E s t i m a t e d T i m i n g

35 m i n . ( 35 m i n . t o t a l )

I n s t r u c t i o n a l S t r a t e g i e s

P h y s i c a l h e a l t h a s s e s s m e n t r e v i e w

B e g i n b y a s k i n g M e m b e r s t h e f o l l o w i n g :

S a y : “ I m a g i n e t h i s , y o u ’ r e i n a s t u d y a r e a o n c a m p u s w i t h a f e w o t h e r r a n d o m s t u d e n t s . S m o k e b e g i n s t o f i l l t h e r o o m , r a i s e y o u r h a n d i f y o u t h i n k i t ’ s l i k e l y s o m e o n e w i l l a c t o n t h e s m o k e , l e a v e t h e r o o m , a n d r e p o r t t h e f i r e . ” W a i t f o r M e m b e r s t o r a i s e t h e i r h a n d s o r k e e p i t d o w n . S a y : “ W e l l , s t u d i e s h a v e s h o w n u s t h a t a n y w h e r e f r o m

K e y P o i n t s

S i t u a t i o n a l f a c t o r s r e v i e w

T h e l e a d i n g O f f i c e r a n d a n A d v i s o r w i l l

r e v i e w t h e p r e s s u r e s t h a t h i n d e r o u r a b i l i t y t o i n t e r v e n e i n c r i s i s s c e n a r i o s .

E s t i m a t e d T i m i n g

1 0 % t o 3 8 % o f p e o p l e w i l l a c t . D o n ’ t b e l i e v e m e ?

L e t ’ s w a t c h a v i d e o o n d a n g e r o u s c o n f o r m i t y . h t t p s : / / y o u t u . b e / z W A L U S a 6 g K M ?

s i = m 6 2 F 8 5 e O X 3 S c g E x F F a c i l i t a t e d i s c u s s i o n a n d h e a r f r o m a f e w p a r t i c i p a n t s o n w h y p e o p l e w o u l d n ’ t a c t .

1 52 0 m i n . ( 1 82 5 m i n . t o t a l ) P r o t e c t i n g O t h e r s: I n t e r ve n t i o n sc e n a r i o s

C o n t i n u e b y r e v i e w i n g t h e b y s t a n d e r e f f e c t a n d s i t u a t i o n a l f a c t o r s . S a y : “ T h i s v i d e o h i g h l i g h t s t h e b y s t a n d e r e f f e c t , o r t h e

d i f f u s i o n o f r e s p o n s i b i l i t y ” . T h e r e a r e c o m m o n f a c t o r s i n e v e r y s i t u a t i o n t h a t c o m p e l o r p r e v e n t u s f r o m a c t i n g h o w w e t h i n k w e s h o u l d . L e t ’ s l o o k a t t h o s e f a c t o r s n o w . ” R e a d a l o u d a n d w r i t e d o w n t h e d e f i n i t i o n s o f e a c h s i t u a t i o n a l f a c t o r o n a f l i p c h a r t o r b o a r d f o u n d o n t h e

A d d i t i o n a l n o t e s p a g e .

I n s t r u c t i o n a l S t r a t e g i e s

T r a n s i t i o n N o w t h a t w e k n o w a b o u t t h e b y s t a n d e r e f f e c t a n d h o w i t ’ s

c a u s e d , l e t ’ s l o o k a t h o w i t a p p l i e s w h e n h e l p i n g o t h e r s . P r o t e c t i n g O t h e r s: I n t e r ve n t i o n sc e n a r i o s

K e y P o i n t s

E s t i m a t e d T i m i n g

S i t u a t i o n a l f a c t o r s r e v i e w

1 52 0 m i n . ( 1 82 5 m i n . t o t a l )

I n t e r v e n t i o n s c e n a r i o s

I n t r o d u c e t h e i n t e r v e n t i o n c a s e s t u d i e s :

S a y : “ N o w t h a t w e k n o w h o w w e a r e d e s i g n e d t o a v o i d a c t i o n , l e t ’ s s e e h o w w e c a n g i v e o u r s e l v e s t h e

c h a n c e t o i n t e r v e n e . W e n e e d t o g e t r e a d y t o a c t . ” 1 . T e l l M e m b e r s t h e y w i l l w o r k i n g r o u p s t o d i s c u s s i n t e r v e n t i o n c a s e s t u d i e s f o r h a z i n g , m e n t a l h e a l t h , a n d s u b s t a n c e u s e . I n t h e i r g r o u p s , t h e y w i l l c r e a t e a n i d e a l p l a n o f a c t i o n b a s e d o n t h e s i g n s a n d a v a i l a b l e r e s o u r c e s . T h e n , t h e y w i l l i d e n t i f y t w o s i t u a t i o n a l f a c t o r s w h i c h p r e s e n t t h e h i g h e s t t h r e a t t o t h e i r a c t i o n p l a n . T h e y w i l l h a v e t o b r a i n s t o r m h o w t h e y c a n o v e r c o m e t h e s e f a c t o r s i n t h e m o m e n t o r b y p r e p a r i n g b e f o r e h a n d .

A c t i v i t y c o n t i n u e d o n t h e n e x t p a g e .

I n t e r v e n t i o n s c e n a r i o s

2 03 0 m i n . ( 3 85 5 m i n . t o t a l )

I n s t r u c t i o n a l S t r a t e g i e s

K e y P o i n t s

c t i v i t y c o n t i n u e d .

A

I n t e r v e n t i o n s c e n a r i o s P r o t e c t i n g O t h e r s: I n t e r ve n t i o n sc e n a r i o s

E s t i m a t e d T i m i n g

C h a p t e r i n t o t h r e e g r o u p s l e a d b y o l d e r

2 . S e p a r a t e t h e

B r o t h e r s i d e n t i f i e d e a r l i e r . G i v e t h e m 1 0 m i n u t e s t o d i s c u s s t h e i r a c t i o n p l a n a n d i d e n t i f y p r e s s u r e s . T e l l s m a l l g r o u p l e a d e r s t o r e f e r e n c e t h e p r o m p t s o n t h e A d d i t i o n a l n o t e s p a g e .

3 . A f t e r s m a l l g r o u p d i s c u s s i o n , b r i n g t h e g r o u p s b a c k t o s h a r e t h e i r p l a n , p o t e n t i a l b a r r i e r s , a n d h o w t h e y c a n o v e r c o m e t h e m . E n c o u r a g e o t h e r g r o u p s t o w e i g hi n a n d s h a r e t h o u g h t s .

T r a n s i t i o n G r e a t j o b w o r k i n g t h r o u g h t h e s e s c e n a r i o s ! H o p e f u l l y , y o u f e e l m o r e c o n f i d e n t t o h e l p i n a c r i s i s .

P o s ta c t i v i t y d e b r i e f L e a d a l a r g e g r o u p d e b r i e f . A s k f o r t w o t o f o u r r e s p o n s e s

t o t h e f o l l o w i n g q u e s t i o n s :

W h y i s i t i m p o r t a n t t o t a l k t h r o u g h s c e n a r i o s l i k e t h e o n e s w e c o v e r e d t o d a y ?

C h a p t e r m o v i n g f o r w a r d t o s t a y

W h a t c a n w e d o a s a

p r e p a r e d t o h e l p o t h e r s a n d a c t i n a n e m e r g e n c y ?

P o s ta c t i v i t y d e b r i e f

2 03 0 m i n . ( 3 85 5 m i n . t o t a l )

51 0 m i n . ( 4 36 5 m i n . t o t a l )

r o t e c t i n g O t h e r s: I n t e r ve n t i o n sc e n a r i o s

I n s t r u c t i o n a l S t r a t e g i e s

E n c o u r a g e M e m b e r s t h a t h a v e n o t c o m p l e t e d M e m b e r

F u n d a m e n t a l s t o l o g i n t o t h e L a m b d a C h i

S a f e t y

A c a d e m y a n d c o m p l e t e i t s o o n . I f t h e y n e e d h e l p a c c e s s i n g t h e A c a d e m y , p l e a s e h a v e t h e m e m a i l m e m b e r s h i p @ l a m b d a c h i . o r g .

K e y P o i n t s

N e x t s t e p s

E s t i m a t e d T i m i n g

2 m i n . ( 4 56 7 m i n . t o t a l )

A d d i t i o n a l n o t e s

S o c i a l n o r m s a n d e x p e c t a t i o n s : F r o m t h e m o m e n t y o u j o i n a n e w g r o u p , y o u a r e i n f l u e n c e d b y t h e b e h a v i o r a n d s e t r o u t i n e s

o f o t h e r s . C a s ei np o i n t A s s o c i a t e M e m b e r s a n d n e w M e m b e r s w i l l a l i g n w i t h w h a t t h e y s e e . I f t h e y s e e p o o r b e h a v i o r , t h e y

w i l l c o n s i d e r t h a t t h e n o r m . Y o u a r e n o d i f f e r e n t .

R o l e s a n d r e s p o n s i b i l i t i e s : O u r r o l e s a n d l e v e l s o f t r a i n i n g a n d e x p e r i e n c e s h a p e o u r p e r f o r m a n c e . L a c k o f e x p e r i e n c e o f t e n

l e a d s p e o p l e t o e m u l a t e o t h e r s , p o p u l a r t r e n d s , a n d t h e i r u n d e r s t a n d i n g o f w h a t ’ s r i g h t . T h e r e s u l t , c o u l d b e , a l l a u t h o r i t y a n d

n o c a p a b i l i t y . A n u n h e a l t h y m i x !

T h e p h y s i c a l e n v i r o n m e n t : Y o u r p h y s i c a l s u r r o u n d i n g s i n f l u e n c e y o u r d e c i s i o n s . T h e s i z e a n d t y p e o f r o o m ; n o i s e l e v e l ;

t e m p e r a t u r e ; l i g h t i n g a n d t h e l e v e l o f c o m f o r t , a l l i n f l u e n c e h o w w e i n t e r a c t . Y o u c a n c r e a t e a n e n v i r o n m e n t t h a t i s w e l c o m i n g

a n d o p e n , o r o n e t h a t i s h a r s h a n d e n c o u r a g e s a n o n y m i t y .

P r e s e n c e o f o t h e r s : I t h a s l o n g b e e n e s t a b l i s h e d t h a t h u m a n b e i n g s l i k e t o b e p a r t o f a p a c k a n d q u i c k l y c o n f o r m t o m e e t t h e

a p p r o v a l o f o t h e r s . C . S . L e w i s , t h e B r i t i s h a u t h o r , n a i l e d i t w h e n h e w r o t e : “ I b e l i e v e t h a t i n a l l m e n ’ s l i v e s a t c e r t a i n p e r i o d s …

o n e o f t h e m o s t d o m i n a n t e l e m e n t s i s t h e d e s i r e t o b e i n s i d e t h e l o c a l r i n g a n d t h e t e r r o r o f b e i n g l e f t o u t s i d e … o f a l l t h e

p a s s i o n s t h e p a s s i o n o f t h e I n n e r R i n g i s t h e m o s t s k i l l f u l i n m a k i n g a m a n w h o i s n o t y e t a v e r y b a d m a n d o v e r y b a d t h i n g s . ”

m o v e f r o m t h e l o g i c a l a n d r a t i o n a l , t o w h a t w e b e l i e v e t o b e i n t u i t i v e . I f y o u r H i g h Z e t a d e m o n s t r a t e s p o o r t i m e a p p r e c i a t i o n , t h e y w i l l n a t u r a l l y e n c o u r a g e p o o r d e c i s i o n m a k i n g . A u t h o r i t y , r e w a r d , & p u n i s h m e n t : A u t h o r i t y f i g u r e s a n d t h e p o t e n t i a l f o r r e w a r d o r p u n i s h m e n t , c a n q u i c k l y m o t i v a t e u s t o p e r f o r m i n a c e r t a i n w a y . E q u a l l y , f o r t h o s e i n a u t h o r i t y , p o w e r a n d c o n t r o l o f i n f o r m a t i o n a n d p r o c e s s e s c a n c a u s e a l o s s o f e m p a t h y . P r o t e c t i n g O t h e r s: I n t e r ve n t i o n sc e n a r i o s

S i t u a t i o n a l f a c t o r s :

T i m e : D e a d l i n e s a n d e v e n t h e t i m e o f d a y c a n e n c o u r a g e u s t o m a k e h a s t y , i l l t h o u g h to u t d e c i s i o n s . I n s u c h s i t u a t i o n s , w e

A d d i t i o n a l n o t e s

S c e n a r i o # 1 ( S u b s t a n c e u s e ) : D u r i n g a C h a p t e r s t u d y s e s s i o n , M i k e n o t i c e s t h a t T y l e r h a s b e e n f r e q u e n t l y u s i n g p r e s c r i p t i o n

s t i m u l a n t s t o s t a y a w a k e a n d f o c u s e d . T y l e r a d m i t s h e ’ s b e e n u s i n g t h e m w i t h o u t a p r e s c r i p t i o n a n d j o k e s a b o u t h o w i t ’ s t h e o n l y

w a y h e c a n k e e p u p w i t h h i s w o r k l o a d . M i k e i s w o r r i e d t h i s c o u l d l e a d t o a d d i c t i o n o r o t h e r h e a l t h i s s u e s .

W h a t a r e t h e p o t e n t i a l c o n s e q u e n c e s i f T y l e r c o n t i n u e s t h i s b e h a v i o r ?

H o w s h o u l d M i k e a d d r e s s h i s c o n c e r n s w i t h o u t j e o p a r d i z i n g h i s f r i e n d s h i p ?

W h a t a l t e r n a t i v e s o r s u p p o r t s y s t e m s c a n M i k e s u g g e s t t o T y l e r i f t h i s h a p p e n e d i n y o u r C h a p t e r o r o n y o u r c a m p u s ?

H o w c a n M i k e u s e t h e p h y s i c a l e n v i r o n m e n t t o h i s a d v a n t a g e w h e n c o n f r o n t i n g T y l e r ?

S h o u l d M i k e b r i n g o t h e r s w i t h h i m ? H o w c a n t h e p r e s e n c e o f o t h e r s a f f e c t t h i s i n t e r v e n t i o n ?

S c e n a r i o # 2 ( H a z i n g ) : J a k e , a s o p h o m o r e , o v e r h e a r s a f e w o l d e r M e m b e r s p l a n n i n g a " B e s t L i t t l e B r o t h e r C o m p e t i t i o n " t h a t

B r o t h e r s w i l l c o m p e t e t o s e e w h o i s

i n v o l v e s b l i n d f o l d i n g , e x c e s s i v e d r i n k i n g , a n d f o r c e d p h y s i c a l c o m p e t i t i o n s w h e r e t h e i r L i t t l e

t h e b e s t . W h i l e m o s t M e m b e r s s e e m e x c i t e d , J a k e n o t i c e s o n e n e w m e m b e r , C h r i s , l o o k i n g a n x i o u s a n d u n e a s y . J a k e w o n d e r s i f

W h a t c o u l d h a p p e n t o J a k e ’ s r e l a t i o n s h i p w i t h t h e C h a p t e r i f h e s p e a k s u p ?

W h o s h o u l d h e a s k f o r h e l p ?

h e s h o u l d s t e p i n . W h a t a r e t h e r i s k s i n v o l v e d i f J a k e d o e s n o t h i n g ?

W h a t r i s k s a r e i n v o l v e d i n s p e a k i n g u p ?

W h a t r e s o u r c e s o n y o u r c a m p u s c o u l d J a k e a c c e s s f o r s u p p o r t ?

W h a t s o c i a l n o r m s d o e s J a k e f a c e i n t h i s s c e n a r i o ?

H o w c a n J a k e u s e a u t h o r i t y f i g u r e s i n t h e C h a p t e r t o h e l p i n t e r v e n e ?

S c e n a r i o # 3 ( M e n t a l h e a l t h ) : Z a c h , a s e n i o r , n o t i c e s t h a t h i s r o o m m a t e , N i c o , h a s b e c o m e i n c r e a s i n g l y w i t h d r a w n o v e r t h e p a s t

m o n t h . N i c o i s m i s s i n g c l a s s e s , s k i p p i n g m e a l s , a n d h a s s t o p p e d h a n g i n g o u t w i t h f r i e n d s . O n e n i g h t , Z a c h o p e n s h i s p h o n e t o f i n d

N i c o h a d l e f t a l l t h e g r o u p c h a t s t h e y w e r e a p a r t o f . W h e n Z a c h t e x t s h i m t o s e e i f e v e r y t h i n g i s o k a y N i c o r e p l i e s “ . . . ” .

W h a t a r e t h e i m m e d i a t e s t e p s Z a c h s h o u l d t a k e u p o n r e c e i v i n g t h i s t e x t ?

H o w c a n Z a c h a p p r o a c h N i c o i n a s u p p o r t i v e a n d n o nj u d g m e n t a l w a y ?

W h a t m e n t a l h e a l t h r e s o u r c e s a r e a v a i l a b l e o n y o u r c a m p u s t h a t Z a c h c a n s u g g e s t ?

H o w c a n Z a c h u s e h i s r o l e a s B r o t h e r , f r i e n d , a n d r o o m m a t e t o a p p r o a c h N i c o ?

A f t e r t h e i m m e d i a t e s t e p s , h o w c a n Z a c h s u p p o r t N i c o i n t h e l o n g r u n ? P r o t e c t i n g O t h e r s: I n t e r ve n t i o n sc e n a r i o s

Activity: Safety Priorities

Step 1: Reflection

Question: What would you like to change or improve about your Chapter to make it a safer place?

Take a few minutes to reflect on your Chapter’s current practices and identify areas you believe could benefit from improvement. Write your thoughts below:

Step 2: Review safety priorities

Below are five categories that can help foster a culture of safety in your Chapter. Read the descriptions of each and consider where your Chapter could improve the most.

1. Safe events

a. Focus: Ensuring all Chapter-hosted events are responsibly planned, managed, and executed.

b. Example: Sober monitor training before all Chapter events.

c. Questions to ask:

i. Do Members feel safe attending Chapter events?

ii. Are safety protocols for events clear and consistently followed?

iii. Has the Chapter encountered event-related risks in the past?

2. Policy awareness

a. Focus: Educate Members on the Fraternity’s policies, local laws, and university regulations.

b. Example: Workshops on understanding and complying with the General Fraternity policies, Chapter bylaws, and local/state laws.

c. Questions to ask:

i. How well do Members understand Lambda Chi Alpha’s policies?

ii. Are Members aware of consequences for policy violations?

iii. Do new Members receive education about policies?

3. Wellness education

a. Focus: Promote physical, mental, and emotional health among Members.

b. Example: Stress management workshops, mental health resources, or healthy eating and fitness challenges.

c. Questions to ask:

i. How often does the Chapter talk about Member well-being?

ii. Are resources readily available for Brothers struggling with mental health or stress?

iii. What wellness topics would benefit Members most?

4. Accountability processes

a. Focus: Strengthen Chapter accountability through transparent and fair processes.

b. Example: Executive Committee education for all Members to outline its function and powers.

c. Questions to ask:

i. Do Members feel comfortable holding each other accountable?

ii. Are accountability processes clear, fair, and consistently enforced?

iii. How can accountability strengthen the Chapter's culture?

5. Intervention practice

a. Focus: Equip Members with the skills to intervene in unsafe situations.

b. Example: Bystander intervention training, conflict resolution strategies, or substance use awareness.

c. Questions to ask:

i. How confident are Members in intervening during a situation?

ii. Are there clear procedures for handling emergencies?

iii. What situations require more proactive intervention training?

Step 3: Choose a priority

After reviewing the categories in step 2, select the one you believe your Chapter should focus on the most.

Step 4: Partner with Brothers

Pair with a Brother or small group of Brothers in your Chapter who selected a similar priority. Use the prompts below to reinforce your ideas and identify why this area needs to be addressed.

Group questions:

1. Why is this priority the most important for our Chapter?

2. What specific issues have we experienced in this area?

3. How could focusing on this priority make the Chapter safer and stronger?

4. What are some actionable steps the Chapter can take to address this priority?

Write a summary of your group’s argument for why this priority should be the Chapter’s focus:

This activity will help ensure your Chapter works together to create a culture of safety and focus on meaningful change!

C h a p t e r s t r e n g t h s a n d a r e a s f o r i m p r o v e m e n t .

I d e n t i f y

C h a p t e r .

D i s c u s s a n d p r i o r i t i z e a M e m b e r S a f e t y f o c u s f o r t h e

P o i n t s a n d M e s s a g e s

K e y T e a c h i n g

R e v i e w k e y m e s s a g e s a n d i n f o r m a t i o n f r o m t h e P r o t e c t i n g t h e C h a p t e r t o p i c .

P r e s e n t , a d v o c a t e , a n d d e c i d e o n C h a p t e r S a f e t y P r i o r i t i e s .

L o c a t e a q u i e t r o o m .

E n s u r e a d e q u a t e s e a t i n g .

E n s u r e a p p r o p r i a t e r e f r e s h m e n t s .

A c t i v i t y : C h a p t e r s a f e t y p r i o r i t i e s –S e n d a m e s s a g e t o M e m b e r s a s k i n g t h e m t o c o m p l e t e t h e

C h a p t e r S a f e t y P r i o r i t y s h e e t i n M e m b e r S a f e t y F u n d a m e n t a l s a n d b r i n g i t w i t h t h e m b e f o r e t h e

s e s s i o n . P r o t e c t i n g t h e C h a p t e r : C h a p t e r sa f e t y p r i o r i t i e s

P e r f o r m a n c e

O u t c o m e s

H i g h I o t a P r e p a r a t i o n

a n d M a t e r i a l s C h e c k l i s t

F a c i l i t a t o r I c o n K e y : T h e s e i c o n s w i l l g u i d e y o u r a c t i o n s a s a f a c i l i t a t o r . R e f e r e n c e t h e m a s a q u i c k r e m i n d e r o f w h a t y o u n e e d t o

T r a n s i t i o n s e c t i o n s

U s e a f l i p c h a r t

S e l f r e f l e c t i o n

A c t i v i t y

G r o u p d i s c u s s i o n

d o a t e a c h s t a g e o f t h e s e s s i o n .

D e b r i e f

M a k e c o m m e n t s A s k q u e s t i o n s

I n s t r u c t i o n a l S t r a t e g i e s

r o t e c t i n g t h e C h a p t e r : C h a p t e r sa f e t y p r i o r i t i e s

I n t r o d u c e s e l f a n d w e l c o m e M e m b e r s t o t h e s e s s i o n .

I c e b r e a k e rC h a p t e r q u e s t i o n

I n t r o d u c e t h e s e s s i o n w i t h a q u e s t i o n t o g e t M e m b e r s

t h i n k i n g a b o u t t h e p u r p o s e o f w h y t h e y a r e t h e r e .

1 . A s k M e m b e r s t o f o r m e q u a l g r o u p s t o a n s w e r a q u e s t i o n .

2 . A s k t h e g r o u p s o n e o f t h e f o l l o w i n g q u e s t i o n s : a . W h a t i s o n e t h i n g o u r C h a p t e r d o e s t h a t m a k e s

y o u p r o u d ?

b . W h a t i s o n e e v e n t y o u a r e e x c i t e d a b o u t ?

c . I n t e r m s o f s a f e t y a n d r i s k m a n a g e m e n t , w h a t d o w e d o w e l l a n d w h y ?

3 . G i v e g r o u p s t h r e e m i n u t e s t o a n s w e r t h e q u e s t i o n s . A f t e r t h e t i m e i s c o m p l e t e , a s k e a c h g r o u p t o s h a r e o u t o n e a n s w e r .

T r a n s i t i o n N o w , l e t ’ s l o o k a t o u r f u t u r e a n d s e t a p r i o r i t y f o r o u r

C h a p t e r ’ s s a f e t y .

K e y P o i n t s

W e l c o m e t o t h e s e s s i o n

E s t i m a t e d T i m i n g

35 m i n . ( 35 m i n . t o t a l )

r o t e c t i n g t h e C h a p t e r : C h a p t e r sa f e t y p r i o r i t i e s

I n s t r u c t i o n a l S t r a t e g i e s

C h a p t e r s a f e t y p r i o r i t i e sR e v i e w

R e v i e w i n g t h e C h a p t e r s a f e t y p r i o r i t i e s :

K e y P o i n t s

C h a p t e r s a f e t y p r i o r i t i e sR e v i e w

M e m b e r s w i l l r e v i e w t h e C h a p t e r s a f e t y

E s t i m a t e d T i m i n g

S a f e e v e n t s : E n s u r i n g a l l C h a p t e rh o s t e d e v e n t s a r e r e s p o n s i b l y p l a n n e d , m a n a g e d , a n d e x e c u t e

p r i o r i t i e s .

d .

P o l i c y a w a r e n e s s : E d u c a t i n g M e m b e r s o n t h e

F r a t e r n i t y ’ s p o l i c i e s , l o c a l l a w s , a n d u n i v e r s i t y

r e g u l a t i o n s . W e l l n e s s e d u c a t i o n : P r o m o t i n g p h y s i c a l , m e n t a l , a n d

e m o t i o n a l h e a l t h a m o n g M e m b e r s .

A c c o u n t a b i l i t y p r o c e s s e s : S t r e n g t h e n i n g C h a p t e r a c c o u n t a b i l i t y t h r o u g h t r a n s p a r e n t a n d f a i r p r o c e s s e s .

I n t e r v e n t i o n p r a c t i c e : E q u i p p i n g M e m b e r s w i t h t h e s k i l l s t o i n t e r v e n e i n u n s a f e s i t u a t i o n s .

C h a p t e r s a f e t y p r i o r i t i e sA c t i v i t y

A s k B r o t h e r s t o t a k e o u t t h e i r C h a p t e r s a f e t y p r i o r i t y w o r k b o o k p a g e . R e m i n d M e m b e r s t h a t t h e y s h o u l d h a v e a l r e a d y r e v i e w e d , c h o s e n , a n d d i s c u s s e d a p r i o r i t y w i t h

a n o t h e r B r o t h e r . T e l l M e m b e r s i t ’ s t i m e t o s t a t e t h e i r c a s e

o n w h y t h e i r p r i o r i t y s h o u l d b e t h e f o c u s o f t h e w h o l e

C h a p t e r .

A c t i v i t y c o n t i n u e d o n t h e n e x t p a g e .

C h a p t e r s a f e t y p r i o r i t i e sA c t i v i t y

51 0 m i n . ( 81 5 m i n . t o t a l )

M e m b e r s w i l l p r e s e n t t h e i r c h o s e n s a f e t y

p r i o r i t y . T h e C h a p t e r w i l l d e c i d e o n a

p r i o r i t y t o f o c u s o n .

2 53 0 m i n . ( 3 34 5 m i n . t o t a l )

I n s t r u c t i o n a l S t r a t e g i e s

K e y P o i n t s

A c t i v i t y c o n t i n u e d .

C h a p t e r s a f e t y p r i o r i t i e sA c t i v i t y P r o t e c t i n g t h e C h a p t e r : C h a p t e r sa f e t y p r i o r i t i e s

1 . A s k M e m b e r s t o j o i n a g r o u p b a s e d o n t h e C h a p t e r

s a f e t y p r i o r i t y t h e y t h i n k t h e C h a p t e r s h o u l d f o c u s o n .

I f a g r o u p h a s s i g n i f i c a n t l y f e w e r B r o t h e r s , e n c o u r a g e t h e m t o j o i n t h e i r s e c o n d h i g h e s t p r i o r i t y .

2 . A s k e a c h g r o u p t o d i s c u s s t h e g r o u p q u e s t i o n s f o r f i v e

m i n u t e s a n d p r e p a r e t h e i r t w om i n u t e a r g u m e n t f o r t h e C h a p t e r . Y o u c a n f i n d t h e g r o u p q u e s t i o n s i n t h e

C h a p t e r s a f e t y p r i o r i t i e s s h e e t i n t h e P r o t e c t i n g t h e C h a p t e r s u p p o r t w o r k b o o k .

G r o u p q u e s t i o n s : W h y i s t h i s p r i o r i t y t h e m o s t i m p o r t a n t f o r o u r C h a p t e r ?

W h a t s p e c i f i c i s s u e s h a v e w e e x p e r i e n c e d i n t h i s a r e a ?

H o w c o u l d f o c u s i n g o n t h i s p r i o r i t y m a k e t h e C h a p t e r s a f e r a n d s t r o n g e r ? W h a t a r e s o m e a c t i o n a b l e s t e p s t h e C h a p t e r c a n t a k e

t o a d d r e s s t h i s p r i o r i t y ?

A c t i v i t y c o n t i n u e d o n t h e n e x t p a g e .

E s t i m a t e d T i m i n g

2 53 0 m i n . ( 3 34 5 m i n . t o t a l )

P r o t e c t i n g t h e C h a p t e r : C h a p t e r sa f e t y p r i o r i t i e s

I n s t r u c t i o n a l S t r a t e g i e s

c t i v i t y c o n t i n u e d .

A

3 . A f t e r s m a l l g r o u p d i s c u s s i o n s , b r i n g g r o u p s b a c k t o g e t h e r f o r t h e p r i o r i t y p r e s e n t a t i o n s . G i v e e a c h g r o u p

t w o m i n u t e s t o p r e s e n t t h e i r c a s e .

4 . A f t e r a l l g r o u p s h a v e p r e s e n t e d , f a c i l i t a t e a d i s c u s s i o n

t o n a r r o w d o w n t h e c h o i c e s t o a s i n g l e p r i o r i t y . C o n d u c t a

f i n a l v o t e o r c o n s e n s u sb u i l d i n g a c t i v i t y t o c o n f i r m t h e

C h a p t e r ’ s c h o s e n p r i o r i t y .

T r a n s i t i o n W e n o w h a v e o u r p r i o r i t y . L e t ’ s t a l k a b o u t h o w w e w i l l a c t o n i t .

P o s ta c t i v i t y d e b r i e f L e a d a l a r g e g r o u p d e b r i e f . A s k f o r t w o t o f o u r r e s p o n s e s t o t h e f o l l o w i n g q u e s t i o n s : W h y d i d w e c h o o s e t h i s p r i o r i t y ? H o w d o e s i t r e f l e c t o u r C h a p t e r ’ s n e e d s ? H o w w i l l a d d r e s s i n g t h i s p r i o r i t y i m p r o v e M e m b e r

s a f e t y i n o u r C h a p t e r ?

W h a t c h a l l e n g e s m i g h t w e f a c e i n a d d r e s s i n g t h i s p r i o r i t y a n d h o w c a n w e o v e r c o m e t h e m ?

K e y P o i n t s

C h a p t e r s a f e t y p r i o r i t i e sA c t i v i t y

E s t i m a t e d T i m i n g

P o s ta c t i v i t y d e b r i e f

2 53 0 m i n . ( 3 34 5 m i n . t o t a l )

51 0 m i n . ( 3 85 5 m i n . t o t a l )

I n s t r u c t i o n a l S t r a t e g i e s

E n c o u r a g e M e m b e r s t h a t h a v e n o t c o m p l e t e d M e m b e r

N e x t s t e p s P r o t e c t i n g t h e C h a p t e r : C h a p t e r sa f e t y p r i o r i t i e s

K e y P o i n t s

S a f e t y F u n d a m e n t a l s t o l o g i n t o t h e L a m b d a C h i

A c a d e m y a n d c o m p l e t e i t s o o n . I f t h e y n e e d h e l p a c c e s s i n g t h e A c a d e m y , p l e a s e h a v e t h e m e m a i l m e m b e r s h i p @ l a m b d a c h i . o r g .

T h e H i g h I o t a ( R i s k M a n a g e r ) w i l l t a k e t h e c h o s e n p r i o r i t y a n d d e v e l o p o b j e c t i v e s , a c t i o n s , a n d t a c t i c s u s i n g s k i l l s l e a r n e d i n H i g h I o t a R o l e R e a d y .

E s t i m a t e d T i m i n g

2 m i n . ( 4 05 7 m i n . t o t a l )

Learn the necessary skills to lead your chapter.

Chapter Presidents learn the importance of the bottom line and taking action. Upon completion of all modules they will build a chapter plan.

You’re the CEO

Welcome to Leading Teams. You will discover why leading a chapter is like being the Chief Executive Officer, and why with multiple balls in the air, you need to understand your bottom line. It's time to find out what it is.

Planning

Planning is central to every leader's work. In this topic you will explore goals, objectives, and the most important aspects of your plan. Plus, we'll provide you a template to create a chapter plan.

Budget, Rostering, and Recruitment

Leaders have a pulse on each aspect of their organization. In this topic, we will review the three most important metrics you need to keep track of: budgeting, rostering, and recruitment.

The Art of Action

As author Roy T. Bennett says, “Dreams don't work unless you take action." This topic prepares you to run meetings, build teams, and take action.

Leading Teams: Create a Chapter Plan

To successfully create a chapter plan, you will need to consider the needs of the chapter and capability of the team. The plan you create will leave a legacy for future leaders to follow.

S O C I A L R E S P O N S I B

Learning the necessary skills to build a culture of philanthropy and service, High Thetas learn to support a charitable cause, plan ethical events, and showcase their efforts to the surrounding community. Upon completion of all modules, they will create a Social Responsibility Plan.

You’re the Director of Corporate Social Responsibility

Welcome to Social Responsibility. As the Director of Corporate Social Responsibility, you play a big role in helping Lambda Chi improve communities and people's lives. And as you will find out, it’s also big business.

Cause Development

Much more than one-off event, true philanthropy is a sustained set of activities, focused on delivering lasting change. This topic will provide practical tips on generating ideas and developing a program of action that will make a permanent difference

Event Planning

Your impact hinges on successful events. How will you plan and fundraise? How will you engage campus bodies and businesses? To answer these and other questions, see our toolkit for success. Public Relations

As you will find out, "Balancing strategy with creativity sets you up for realizing the vision." From social media messaging, to capturing great images, it's time to learn how to promote your cause.

Create a Social Responsibility Plan

The aim of Create a Social Responsibility Plan is to give you a structured framework for brainstorming a philanthropic campaign. Whether in your organization or in your career, you need to be able to run a meeting that constructively explores ideas.

25 minutes N/A

60 minutes N/A

Essentials in Governance is the General Assembly’s learning program. By promoting active involvement in the creation and modification of our laws, it boosts trust in Lambda Chi’s policies and procedures, and equips officers with the skills needed to enhance governance within our chapters.

Pre-Conference

Brothers learn that Lambda Chi Alpha's governance ensures ethical, effective operations. After studying the governance model, nonprofit vs. for-profit structures, Robert's Rules, red flags, and raising concerns, Brothers complete a chapter governance assessment to prepare for their General Assembly experience.

Durring Conference

Corporate governance focuses on ensuring organizations operate ethically and effectively, with a clear mission guiding decisionmaking. Brothers will learn about engaging stakeholders with purpose, constructing well-founded arguments, capturing essential information, and maintaining transparency and accountability

Post Conference

General Assembly offers opportunities for personal growth, networking, and contributing to Lambda Chi Alpha. Brothers will learn to stay connected, reflect on their experiences, and ensure local governance aligns with international standards, shaping their chapter's future.

Protecting the chapter

Before returning to their chapters, Brothers reevaluate their chapter’s governance, propose changes, and identify improvements. This final assessment prepares delegates to share the rulings and insights from the General Assembly.

10 minutes N/A

25 minutes N/A

The Mason Library is all about Ritual education. Whether you’re covering the basics or exploring the meaning of a motto, discussing our Ritual is important. Bring our symbols to life while celebrating our special bond of Brotherhood.

Topic

ZAX 101

Cover the basics of the Initiation Ritual including the main themes and journey.

ZAX 102

Dive deeper into the oaths of Lambda Chi Alpha. Discuss how our oaths inform our lives and stay with us after college.

More to come

Group Session

60 minutes

60 minutes

Coming soon! Stay tuned for further topics covering our symbols, history, and more!

Lambda Chi Conferences Overview

General Assembly

The General Assembly is the highest decision-making group in the organization. During the General Assembly, delegates vote on major changes to the fraternity. These can include changes to the Initiation Ritual, updates to the laws, elections of International Zeta Adv isory Council (IZAC) Members, and decisions about discipline of Chapters or indiv idual Members. It includes voting delegates from Collegiate Members, the Grand High Zeta (GHZ), the Alumni Conference, the Board of Councilors, Order of Merit Recipients, and all current Members of the IZAC. The General Assembly usually meets every two years.

Stead Leadership Seminar

The Stead Leadership Seminar (SLS) is an educational conference that usually takes place at the same time as the General Assembly. It helps Chapter Officers build leadership skills and learn more about the larger organization.

SLS is designed to meet the needs of each Chapter. Because of this, the Officer roles inv ited to attend may change from one conference to the next.

Neville Advisor ’s College

The Nev ille Adv isor ’s College helps both new and experienced High Pis (Chapter Adv isors) and Adv isory Board members It gives them a chance to learn what works best in running a Chapter, grow their mentoring skills, and connect with Adv isors from across the country

Attendees also have the chance to talk and share ideas with the Grand High Zeta, staff from the Office of Administration, and other Adv isors. They work together to explore helpful ways to suppor t and guide their Chapters.

High Zeta Summit

Prev iously called the High Alpha Summit, the High Zeta Summit (HZS) is a yearly training event for the High Alpha and selected High Zeta Officers. The conference helps Officers understand their roles, look closely at their Chapter ’s culture, and make a plan for the year ahead.

At HZS, attendees also take par t in the Lambda Chi Alpha Chapter Challenge. This activ ity is a unique simulation that shows what it’s like to lead a Chapter. Par ticipants work as a team to spot problems, come up with solutions, and think about how their choices affect the Chapter and its goals

E x e c u t i v e C o m m i t t e e t r a i n i n gC h a p t e r s e s s i o n

C o m m i t t e e .

c i l i t a t i o n g u i d e h e l p s t r a i n M e m b e r s o n t h e r o l e a n d p r o c e s s e s o f t h e E x e c u t i v e

T h i s f a

C h a p t e rw i d e u n d e r s t a n d i n g o f w h e n a n d h o w t h e E x e c u t i v e C o m m i t t e e

I t s o b j e c t i v e i s t o c r e a t e a

s h o u l d b e u s e d .

P o i n t s a n d M e s s a g e s

K e y T e a c h i n g

C o m m i t t e e ( E C ) .

P a r t i c i p a n t s w i l l b e a b l e t o a r t i c u l a t e t h e r o l e s a n d d u t i e s o f t h e E x e c u t i v e

P a r t i c i p a n t s w i l l b e a b l e t o d i f f e r e n t i a t e t h e d i f f e r e n c e b e t w e e n i n f o r m a l a n d f o r m a l a c c o u n t a b i l i t y a n d w h e n i s t h e r i g h t t i m e t o u s e e a c h a s a C h a p t e r .

P a r t i c i p a n t s w i l l l e a v e w i t h a b e t t e r u n d e r s t a n d i n g o f t h e C o n s t i t u t i o n a n d S t a t u t o r y C o d e a n d t h e l a w s a r o u n d t h e E x e c u t i v e C o m m i t t e e .

P e r f o r m a n c e O u t c o m e s

L o c a t e a q u i e t r o o m .

E n s u r e a d e q u a t e s e a t i n g .

E n s u r e a p p r o p r i a t e r e f r e s h m e n t s .

A c t i v i t y : A c c o u n t a b i l i t y & E x e c u t i v e C o m m i t t e e i n A c t i o n

F l i p c h a r t S t i c k y n o t e s M a r k e r s P e n s

P r e p a r a t i o n a n d

M a t e r i a l s C h e c k l i s t

F a c i l i t a t o r I c o n K e y : T h e s e i c o n s w i l l g u i d e y o u r a c t i o n s a s a f a c i l i t a t o r . R e f e r e n c e t h e m a s a q u i c k r e m i n d e r o f w h a t y o u n e e d t o

d o a t e a c h s t a g e o f t h e s e s s i o n .

A c t i v i t y S e l f r e f l e c t i o n U s e a f l i p c h a r t T r a n s i t i o n s e c t i o n s

D e b r i e f G r o u p d i s c u s s i o n

A s k q u e s t i o n s

M a k e c o m m e n t s

E x e c u t i v e C o m m i t t e e t r a i n i n gC h a p t e r s e s s i o n

I n s t r u c t i o n a l S t r a t e g i e s

I n t r o d u c e y o u r s e l f a n d w e l c o m e M e m b e r s t o t h e s e s s i o n .

O v e r v i e w k e y p o i n t s a n d l e a r n i n g o u t c o m e s o f t h e s e s s i o n .

I c e b r e a k e r

I n d i v i d u a l l y , p a r t i c i p a n t s w i l l w r i t e d o w n a n d p r e p a r e t o s h a r e

C . A n s w e r s a r e t o b e n o

t h e i r p e r s o n a l u n d e r s t a n d i n g o f t h e E

l o n g e r t h a n o n e s e n t e n c e . S e l e c t t h r e e t o f o u r p a r t i c i p a n t s t o s h a r e t h e i r a n s w e r s w i t h t h e C h a p t e r .

T r a n s i t i o n : N o w t h a t w e h a v e i d e n t i f i e d o u r l e a r n i n g o u t c o m e s a n d o u r o w n u n d e r s t a n d i n g o f t h e E C , l e t ’ s d i v e d e e p e r i n t o w h a t t h e

C o n s t i t u t i o n a n d S t a t u t o r y C o d e s a y s a b o u t t h e r o l e s a n d

r e s p o n s i b i l i t i e s o f t h e E x e c u t i v e C o m m i t t e e .

K e y P o i n t s

E s t i m a t e d

T i m i n g

L e a r n i n g o u t c o m e s :

T h e r o l e s a n d f u n c t i o n s o f

t h e E x e c u t i v e C o m m i t t e e

a r e o u t l i n e d i n C o d e 39 .

o f t h e L a m b d a C h i A l p h a

C o n s t i t u t i o n a n d

S t a t u t o r y C o d e .

T h e E x e c u t i v e C o m m i t t e e

s h o u l d b e u s e d a s b o t h a

d e c i s i o nm a k i n g b o d y a n d a c c o u n t a b i l i t y b o d y .

A l l C h a p t e r s m u s t h a v e a

c o n s t i t u t i o n a l l y a l i g n e d

E x e c u t i v e C o m m i t t e e .

51 0 m i n .

E x e c u t i v e C o m m i t t e e t r a i n i n gC h a p t e r s e s s i o n

I n s t r u c t i o n a l S t r a t e g i e s

D e f i n e a n d r e v i e w t h e k e y t e n a n t s o f t h e E C a s d e f i n e d i n t h e C o n s t i t u t i o n a n d

S t a t u t o r y C o d e . T h e t w o m a i n t o p i c s a r e : T h e f o r m a t i o n a n d e x e c u t i o n o f t a s k s b y t h e E C . T h e r o l e o f t h e E C i n M e m b e r d i s c i p l i n e a n d a c c o u n t a b i l i t y .

T h e r e l e v a n t s e c t i o n s o f t h e C o n s t i t u t i o n a n d S t a t u t o r y C o d e a r e a v a i l a b l e i n t h e

A d d i t i o n a l n o t e s s e c t i o n f o u n d a t t h e e n d o f t h i s f a c i l i t a t o r g u i d e .

P r i o r t o r e v i e w i n g t h e d e f i n i t i o n s a n d r o l e s , f a c i l i t a t o r s s h o u l d a s k M e m b e r s t h e

f o l l o w i n g p r ec h e c k q u e s t i o n s t o s e e w h a t t h e y k n o w a b o u t t h e E x e c u t i v e

C o m m i t t e e . W h o m a k e s u p t h e E C ?

W h o a r e t h e v o t i n g m e m b e r s o f t h e E C ?

C a n y o u n a m e o n e s p e c i f i c p o w e r a n d d u t y o f t h e E C ?

I f a n E C m e m b e r i s g o i n g t o p r e f e r c h a r g e s a g a i n s t a M e m b e r , h o w l o n g d o t h e y h a v e t o c o m p l e t e t h a t p r o c e s s . W h a t p e r c e n t a g e v o t e i s n e e d e d b y t h e E C t o e x p e l a M e m b e r .

C a n y o u d e s c r i b e t h e p r o c e s s f o r a n i n f o r m a l c o n f e r e n c e ? E x e c u t i v e

C o m m i t t e e H e a r i n g ?

E s t i m a t e d T i m i n g K e y P o i n t s

T h e E x e c u t i v e C o m m i t t e e d e f i n e d

2 02 5 m i n . ( 2 53 5 m i n . t o t a l )

E x e c u t i v e C o m m i t t e e t r a i n i n gC h a p t e r s e s s i o n

I n s t r u c t i o n a l S t r a t e g i e s

U s i n g t h e i n f o r m a t i o n p r o v i d e d , p r o v i d e t h e c o r r e c t a n s w e r s t o t h e C h a p t e r a b o u t t h e E C , a n d r e v i e w o t h e r i n f o r m a t i o n s h a r e d i n t h i s f a c i l i t a t o r g u i d e t o h e l p

c o v e r t h e k n o w l e d g e g a p s t h a t e x i s t i n t h e C h a p t e r .

F a c i l i t a t o r s w i l l t h e n s h i f t a n d t a l k a b o u t h o w t h e C h a p t e r c a n u s e t h e E C i n

a c c o u n t a b i l i t y w a y s b a s e d o n t h e i r n e w k n o w l e d g e o f t h e r o l e s a n d d u t i e s . T r a n s i t i o n : N o w t h a t w e h a v e a b e t t e r u n d e r s t a n d i n g o f t h e E x e c u t i v e C o m m i t t e e , l e t ' s d e m o n s t r a t e a n d d i s c u s s h o w w e c a n u s e i t m o v i n g f o r w a r d a s a C h a p t e r t o b e t t e r o u r a c c o u n t a b i l i t y p r a c t i c e s .

K e y P o i n t s

E s t i m a t e d T i m i n g

T h e E x e c u t i v e C o m m i t t e e d e f i n e d ( c o n t . )

2 02 5 m i n . ( 2 53 5 m i n . t o t a l )

E x e c u t i v e C o m m i t t e e t r a i n i n gC h a p t e r s e s s i o n

I n s t r u c t i o n a l S t r a t e g i e s

K e y P o i n t s

E s t i m a t e d T i m i n g

L e a r n i n g a c t i v i t y

B e g i n t h e l e a r n i n g a c t i v i t y b y r e m i n d i n g M e m b e r s t h a t t h e E C d o e s n o t a l w a y s

h a v e t o b e p u n i t i v e . R e m i n d M e m b e r s t h a t a c c o u n t a b i l i t y c a n c o m e f r o m t h e E C i n b o t h a f o r m a l a n d i n f o r m a l w a y .

T r a n s i t i o n i n t o t h e a c t i v i t y o f d e f i n i n g a n d i d e n t i f y i n g w h e n t h e E C c a n h o l d

M e m b e r s a c c o u n t a b l e a n d h o w t h e y w i l l d o s o .

A c t i v i t y o n e : T a k e t w o f l i p c h a r t p a p e r s a n d p l a c e t h e m o n o p p o s i t e s i d e s o f t h e r o o m . O n o n e

f l i p c h a r t w i l l b e t h e p h r a s e “ I n f o r m a l A c c o u n t a b i l i t y ” a n d t h e o t h e r w i l l h a v e t h e p h r a s e “ F o r m a l A c c o u n t a b i l i t y ” .

L e a r n i n g a c t i v i t i e s

T o b e g i n t h e a c t i v i t y , y o u w i l l a s k M e m b e r s t o d e f i n e w h a t i s i n f o r m a l v s . f o r m a l

a c c o u n t a b i l i t y . F o r i n f o r m a l a c c o u n t a b i l i t y l o o k f o r a n s w e r s t h a t a r e r e l a t e d t o t h e f o l l o w i n g

d e f i n i t i o n : “ I n f o r m a l a c c o u n t a b i l i t y i s t h e p e e rd r i v e n p r a c t i c e o f h o l d i n g o n e

a n o t h e r t o s h a r e d s t a n d a r d s t h r o u g h c o n v e r s a t i o n s , r e m i n d e r s , a n d r e l a t i o n s h i p -

b a s e d i n f l u e n c e — b e f o r e f o r m a l a c t i o n i s n e e d e d . ”

2 53 0 m i n . ( 5 06 5 m i n . t o t a l )

E x e c u t i v e C o m m i t t e e t r a i n i n gC h a p t e r s e s s i o n

I n s t r u c t i o n a l S t r a t e g i e s

K e y P o i n t s

E s t i m a t e d T i m i n g

F o r f o r m a l a c c o u n t a b i l i t y l o o k f o r a n s w e r s t h a t a r e r e l a t e d t o t h e f o l l o w i n g

d e f i n i t i o n : “ F o r m a l a c c o u n t a b i l i t y r e f e r s t o s t r u c t u r e d , d o c u m e n t e d p r o c e s s e s

u s e d t o a d d r e s s b e h a v i o r o r p e r f o r m a n c e t h a t d o e s n o t a l i g n w i t h t h e C h a p t e r ’ s v a l u e s , p o l i c i e s , o r e x p e c t a t i o n s . ” O n c e t h e d e f i n i t i o n s h a v e b e e n d e f i n e d , y o u a r e r e a d y t o m o v e o n t o t h e n e x t a c t i v i t y . A s t h e f a c i l i t a t o r , y o u w i l l p r o v i d e t h e C h a p t e r M e m b e r s w i t h s t i c k y n o t e s a n d a s k t h e m t o w r i t e d o w n s c e n a r i o s t h a t t h e y p e r c e i v e t o f a l l u n d e r e a c h

c a t e g o r y o f i n f o r m a l v s . f o r m a l . A f t e r f i v e m i n u t e s , r e v i e w t h e s e w i t h t h e g r o u p

a n d h a v e t h e g r o u p w o r k t h r o u g h w h e t h e r t h e y a g r e e w i t h t h e a s s e s s m e n t .

A c t i v i t y t w o : U s i n g o n e o f t h e i n f o r m a l a c c o u n t a b i l i t y ' s t o p i c s s h a r e d , t w o M e m b e r s w i l l

d e m o n s t r a t e w h a t i n f o r m a l a c c o u n t a b i l i t y w o u l d l o o k l i k e . F o l l o w i n g t h e d e m o n s t r a t i o n , t h e f a c i l i t a t o r s h o u l d a s k t h e f o l l o w i n g q u e s t i o n s :

1 . W h a t w a s d o n e w e l l b y t h e a c t o r s i n t h e s c e n a r i o ?

2 . W h a t c o u l d b e i m p r o v e d u p o n ?

3 . W h a t l e s s o n s c a n b e l e a r n e d f r o m b o t h p a r t i e s i n v o l v e d ?

4 . H o w w o u l d y o u f o l l o w u p a f t e r t h i s i n t e r a c t i o n ?

L e a r n i n g a c t i v i t i e s c o n t .

2 53 0 m i n . ( 5 06 5 m i n . t o t a l )

E x e c u t i v e C o m m i t t e e t r a i n i n gC h a p t e r s e s s i o n

I n s t r u c t i o n a l S t r a t e g i e s

E s t i m a t e d T i m i n g K e y P o i n t s

A c t i v i t y T h r e e :

U s i n g o n e o f t h e f o r m a l a c c o u n t a b i l i t y t o p i c s , p a r t i c i p a n t s w i l l h o l d a m o c k

“ i n f o r m a l c o n f e r e n c e . ” T h e f a c i l i t a t o r w i l l h e l p s e t t h e s c e n e a n d m o n i t o r t h e p r o c e s s a l o n g t h e w a y t o e n s u r e p o l i c i e s a r e u n d e r s t o o d a n d f o l l o w e d .

F o l l o w i n g t h e d e m o n s t r a t i o n , t h e f a c i l i t a t o r w i l l a s k t h e f o l l o w i n g q u e s t i o n s :

W h a t w a s d o n e w e l l b y t h e a c t o r s i n t h e s c e n a r i o ?

W h a t c o u l d b e i m p r o v e d u p o n ?

h y d o y o u t h i n k i t i s i m p o r t a n t f o r a l l M e m b e r s o f t h e C h a p t e r t o u n d e r s t a n d

W

t h e c o r r e c t E C p r o c e s s e s ?

H o w c a n w e e n s u r e t h i s i n f o r m a t i o n i s p a s s e d d o w n t o M e m b e r s e a c h s e m e s t e r ?

T r a n s i t i o n : H a v i n g w i t n e s s e d a n d d e f i n e d a c c o u n t a b i l i t y , s e e n t h e E x e c u t i v e

C o m m i t t e e i n a c t i o n , a n d a n s w e r e d s o m e q u e s t i o n s a s a C h a p t e r , l e t ’ s d e b r i e f w h a t w e c a n t a k e a w a y f r o m t h i s t r a i n i n g .

L e a r n i n g a c t i v i t i e s c o n t .

2 53 0 m i n . ( 5 06 5 m i n . t o t a l )

K e y P o i n t s I n s t r u c t i o n a l S t r a t e g i e s

E s t i m a t e d T i m i n g

A c t i v i t y d e b r i e f T h e f a c i l i t a t o r w i l l t h a n k t h e p a r t i c i p a n t s f o r t h e i r p a r t i c i p a t i o n a n d w i l l i n g n e s s t o e n g a g e w i t h t h e c o n t e n t . F o r t h e d e b r i e f , t h e f a c i l i t a t o r w i l l a s k M e m b e r s t o p a i r o f f a n d a n s w e r t h e f o l l o w i n g q u e s t i o n s :

W h a t i s o n e n e w t h i n g y o u l e a r n e d f r o m t h i s t r a i n i n g ?

W h a t i s o n e t h i n g y o u h a v e a b e t t e r u n d e r s t a n d i n g o f t h a t y o u a l r e a d y k n e w ?

W h a t i s o n e t h i n g y o u c a n e x p l a i n i n g r e a t e r d e t a i l i f a s k e d ?

W h a t i s o n e t h i n g y o u w i l l c o n t i n u e t o e d u c a t e y o u r s e l f o n ?

T h e f a c i l i t a t o r w i l l t h e n a s k t h e C h a p t e r M e m b e r s t o s h a r e o u t a n d t h e g r o u p w i l l

h e a r b e t w e e n f i v e a n d s i x a n s w e r s f r o m t h e g r o u p t o a n y o f t h e q u e s t i o n s .

T r a n s i t i o n : I a p p r e c i a t e y o u a l l s h a r i n g a n d t a l k i n g a b o u t w h a t w e l e a r n e d t o d a y .

N o w b e f o r e w e l e a v e , l e t ’ s c o m m i t t o w h a t t h e n e x t s t e p s o f E x e c u t i v e

C o m m i t t e e l e a r n i n g a n d u n d e r s t a n d i n g w e c a n a c h i e v e . E x e c u t i v e C o m m i t t e e t r a i n i n gC h a p t e r s e s s i o n

1 01 5 m i n . ( 6 08 0 m i n . t o t a l ) A c t i v i t y d e b r i e f

I n s t r u c t i o n a l S t r a t e g i e s

E s t i m a t e d T i m i n g K e y P o i n t s

f u t u r e . T h e f a c i l i t a t o r w i l l r e m i n d t h e r o o m o f t h e r e s o u r c e s o n t h e E C a n d h o w i t c a n b e u s e d b o t h f o r m a l l y a n d i n f o r m a l l y . T h e f a c i l i t a t o r w i l l l e a v e t h e r o o m

r e m i n d i n g t h e M e m b e r s o f t h e s e p h r a s e s :

5 m i n . ( 6 58 5 m i n . t o t a l ) C o n c l u s i o n C a l l t o A c t i o n / N e x t S t e p s T h e f a c i l i t a t o r w i l l c h a l l e n g e t h e r o o m t o b e a c t i v e i n s e e k i n g a c c o u n t a b i l i t y i n t h e

“ W e ’ r e n o t j u s t h e r e t o p u n i s h — w e ’ r e h e r e t o m a k e s u r e o u r C h a p t e r i s h e a l t h y a n d t h r i v i n g . ”

“ T h e f i r s t s t e p i s a l w a y s a c o n v e r s a t i o n . B r o t h e r h o o d i s b u i l t i n u n d e r s t a n d i n g . ”

“ S o m e t i m e s , f o r m a l a c c o u n t a b i l i t y i s n e c e s s a r y b e c a u s e w e c a r e e n o u g h t o p r o t e c t w h a t L a m b d a C h i s t a n d s f o r . ” E x e c u t i v e C o m m i t t e e t r a i n i n gC h a p t e r s e s s i o n

E x e c u t i v e C o m m i t t e e t r a i n i n gC h a p t e r s e s s i o n

A d d i t i o n a l n o t e s

T h e E x e c u t i v e C o m m i t t e e d e f i n e d i n C o n s t i t u t i o n a n d S t a t u t o r y C o d e .

C o d e 39 . E x e c u t i v e C o m m i t t e e . a . T h e H i g h P i , H i g h A l p h a , H i g h T a u , a n d t w o C o l l e g i a t e B r o t h e r s o r A s s o c i a t e M e m b e r s e l e c t e d a s a tl a r g e m e m b e r s i n a m a n n e r

t o b e d e f i n e d i n t h e C h a p t e r b y l a w s s h a l l c o n s t i t u t e t h e E x e c u t i v e C o m m i t t e e . T h e C h a p t e r s h a l l a l s o e l e c t a n a l t e r n a t e m e m b e r

w h o i s a u t h o r i z e d t o e x e r c i s e f u l l v o t i n g p r i v i l e g e s i n t h e a b s e n c e o f a n y m e m b e r o f t h e c o m m i t t e e , e x c e p t w i t h r e f e r e n c e t o t h e

a b s e n c e o f t h e H i g h P i o r H i g h A l p h a . T h e H i g h B e t a s h a l l b e a m e m b e r o f t h e c o m m i t t e e b y r e a s o n o f h i s o f f i c e , b u t w i t h o u t a

v o t e u n l e s s h e h a s b e e n e l e c t e d a s a n a tl a r g e o r a l t e r n a t e m e m b e r o r i s v o t i n g i n t h e a b s e n c e o f t h e H i g h A l p h a . T h e H i g h A l p h a ,

o r i n h i s a b s e n c e t h e H i g h B e t a , s h a l l p r e s i d e o v e r m e e t i n g s o f t h e E x e c u t i v e C o m m i t t e e .

b . T h e E x e c u t i v e C o m m i t t e e s h a l l a c t f o r t h e C h a p t e r i n a l l m a t t e r s n o t r e q u i r i n g t h e v o t e o f t h e e n t i r e m e m b e r s h i p a n d n o t

o t h e r w i s e p r o v i d e d f o r i n t h e L a w s o f t h e F r a t e r n i t y o r t h e b y l a w s o f t h e C h a p t e r . I t s h a l l h a v e t h e f o l l o w i n g s p e c i f i c p o w e r s a n d

d u t i e s :

1 . P r e p a r a t i o n o f t h e a n n u a l b u d g e t o f t h e C h a p t e r t o b e a p p r o v e d b y a m a j o r i t y v o t e o f t h e C h a p t e r .

2 . S o l e a u t h o r i t y i n t h e h i r i n g , d i s m i s s i n g , a n d d e t e r m i n i n g o f s a l a r i e s f o r a l l r e g u l a r c o m p e n s a t e d e m p l o y e e s o f t h e C h a p t e r , g r a n t i n g t h e r i g h t o f a n y m e m b e r o f t h e C h a p t e r t o r e q u e s t a v o t e o f t h e C h a p t e r t o c o n f i r m s u c h a c t i o n .

3 . D e c l a r i n g a v a c a n c y i n t h e H i g h Z e t a o r o t h e r e l e c t i v e a n d a p p o i n t i v e o f f i c e s c a u s e d b y p e r m a n e n t d i s a b i l i t y , d i s q u a l i f i c a t i o n , r e s i g n a t i o n , o r r e m o v a l f r o m o f f i c e , a n d f i l l i n g s u c h v a c a n c y , o t h e r t h a n H i g h A l p h a , b y a p p o i n t m e n t o r s p e c i a l e l e c t i o n w h e n n e c e s s a r y , g r a n t i n g t h e r i g h t o f a n y m e m b e r t o r e q u e s t a m a j o r i t y v o t e o f t h e C h a p t e r o n t h e d i s m i s s a l , t h e n e w a p p o i n t m e n t , o r b o t h . C o d e 35 o f t h i s S t a t u t o r y C o d e s h a l l a p p l y i n t h e c a s e o f r e p l a c i n g t h e H i g h A l p h a .

4 . A u t h o r i t y t o i m p o s e a n y p e n a l t y i n a n i n f o r m a l h e a r i n g a s p r o v i d e d i n C o d e 73 ( a ) o f t h i s S t a t u t o r y C o d e .

5 . R e p r e s e n t i n g t h e C h a p t e r i n a l l t r a n s a c t i o n s w i t h t h e H o u s e C o r p o r a t i o n .

A d d i t i o n a l n o t e s

T h e E x e c u t i v e C o m m i t t e e r o l e i n D i s c i p l i n e a s d e f i n e d i n t h e C o n s t i t u t i o n .

A n E x e c u t i v e C o m m i t t e e p r e f e r r i n g c h a r g e s a g a i n s t a M e m b e r m u s t d o s o w i t h i n n i n e t y ( 9 0 ) c a l e n d a r d a y s o f d i s c o v e r y o f t h e

o f f e n s e . T h e c h a r g e s h a l l b e s i g n e d b y t h e i n d i v i d u a l M e m b e r ( s ) m a k i n g t h e c h a r g e o r b y t h e H i g h A l p h a o r h i g h e s t r a n k i n g o f f i c e r

o n b e h a l f o f t h e E x e c u t i v e C o m m i t t e e .

C o d e 73 . D i s c i p l i n a r y C o n f e r e n c e s a n d H e a r i n g s b e f o r e t h e E x e c u t i v e C o m m i t t e e .

a . I n f o r m a l C o n f e r e n c e . T h e E x e c u t i v e C o m m i t t e e m a y i m p o s e , f o r c a u s e , a n y p e n a l t y i n a p r i v a t e , i n f o r m a l d i s c i p l i n a r y

c o n f e r e n c e . T h e E x e c u t i v e C o m m i t t e e m a y d e t e r m i n e i t s o w n c o n f e r e n c e p r o c e d u r e s , p r o v i d e d t h a t t h e a c c u s e d M e m b e r s h a l l b e

e n t i t l e d t o b e p r e s e n t a n d t o b e h e a r d . A n y p e n a l t y i m p o s e d s h a l l b e b y m a j o r i t y v o t e , e x c e p t e x p u l s i o n , w h i c h s h a l l r e q u i r e a t w o -

t h i r d s v o t e . b . E x e c u t i v e C o m m i t t e e H e a r i n g . U p o n t h e p r e f e r r i n g o f c h a r g e s u n d e r C o d e 72 a b o v e , t h e E x e c u t i v e C o m m i t t e e s h a l l h o l d a

d i s c i p l i n a r y h e a r i n g w i t h i n t w e n t y ( 2 0 ) c a l e n d a r d a y s . T h e E x e c u t i v e C o m m i t t e e m a y d e t e r m i n e i t s o w n h e a r i n g p r o c e d u r e s , p r o v i d e d t h a t t h e b a s i c r i g h t s i n A r t i c l e 7 , S e c t i o n 4 o f t h e C o n s t i t u t i o n h a v e b e e n m e t . A t t h e c o n c l u s i o n o f t h e h e a r i n g , t h e

E x e c u t i v e C o m m i t t e e m a y i m p o s e a n y p e n a l t y b y m a j o r i t y v o t e , e x c e p t e x p u l s i o n , w h i c h s h a l l r e q u i r e a t w ot h i r d s v o t e .

c . C h a r g e s b y o r a g a i n s t E x e c u t i v e C o m m i t t e e M e m b e r s . I f c h a r g e s a r e i n i t i a t e d b y o r b r o u g h t a g a i n s t a n E x e c u t i v e C o m m i t t e e

m e m b e r , o r a n E x e c u t i v e C o m m i t t e e m e m b e r h a s , i n t h e o p i n i o n o f t h e r e m a i n i n g E x e c u t i v e C o m m i t t e e m e m b e r s , a c o n f l i c t o f

i

i l i t y . E x e c u t i v e C o m m i t t e e t r a i n i n gC h a p t e r s e s s i o n 1 1

i n t e r e s t w i t h r e g a r d t o s u c h c h a r g e s , h e s h a l l r e l i n q u i s h h i s m e m b e r s h i p o n t h e c o m m i t t e e i m m e d i a t e l y a n d r e m a i n i n a c t i v e f r o m

t h e c o m m i t t e e u n t i l f i n a l d i s p o s i t i o n o f t h e c a s e . I n h i s p l a c e t h e e l e c t e d a l t e r n a t e s h a l l s e r v e a s a c t i n g E x e c u t i v e C o m m i t t e e m e m b e r . I f a d d i t i o n a l E x e c u t i v e C o m m i t t e e m e m b e r s o r t h e a l t e r n a t e a l s o h a v e c h a r g e s i n i t i a t e d b y t h e m o r m a d e a g a i n s t t h e m ,

t h e C h a p t e r s h a l l h o l d a s p e c i a l e l e c t i o n f o r a l t e r n a t e E x e c u t i v e C o m m i t t e e m e m b e r s a s d e s c r i b e d i n C o d e 39 o f t h i s S t a t u t o r y

C o d e w i t h i n s e v e n ( 7 ) c a l e n d a r d a y s t o e l e c t t e m p o r a r y E x e c u t i v e C o m m i t t e e m e m b e r s . I f c h a r g e s a r e i n i t i a t e d b y o r i m p o s e d

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a g a i n s t t h e H i g h A l p h a , t h e H i

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E x e c u t i v e C o m m i t t e e t r a i n i n gC h a p t e r s e s s i o n

C o d e 73 o r a

A d d i t i o n a l n o t e s

E x e c u t i v e C o m m i t t e e r o l e i n D i s c i p l i n e a s d e f i n e d i n t h e C o n s t i t u t i o n .

T h e

C o d e 73 . D i s c i p l i n a r y C o n f e r e n c e s a n d H e a r i n g s b e f o r e t h e E x e c u t i v e C o m m i t t e e .

d . A p p e a l . A n y M e m b e r p e n a l i z e d i n a n i n f o r m a l E x e c u t i v e C o m m i t t e e c o n f e r e n c e u n d e r s u b s e c t i o n ( a ) o f t h i s

d i s c i p l i n a r y h e a r i n g u n d e r s u b s e c t i o n ( b ) o f t h i s C o d e 73 m a y a p p e a l t h e d e c i s i o n o f t h e E x e c u t i v e C o m m i t t e e t o a F o r m a l

D i s c i p l i n a r y H e a r i n g b e f o r e t h e C h a p t e r u n d e r C o d e 74 , b e l o w . T h e a p p e a l m u s t b e i n w r i t i n g a n d d e l i v e r e d t o t h e H i g h A l p h a o r

n e x t r a n k i n g e l e c t e d o f f i c e r w i t h i n f o u r t e e n ( 1 4 ) c a l e n d a r d a y s o f t h e E x e c u t i v e C o m m i t t e e ’ s a c t i o n . I f n o a p p e a l i s m a d e , t h e

d e t e r m i n a t i o n o f t h e E x e c u t i v e C o m m i t t e e s h a l l b e f i n a l a n d b i n d i n g . T h e r e i s n o r i g h t t o a p p e a l o n t h e p a r t o f t h e M e m b e r p r e f e r r i n g t h e c h a r g e s .