STANDARD CHAPTER VISIT MODEL
This document outlines how to prepare for the visit from your Chapter Services Consultant.
INDIVIDUAL OFFICER MEETINGS
The Chapter Services Consultant will meet with the following and their respective Secondary Officers.
Total estimated time: 5.5-7 hours
EMINENT ARCHON
CAMPUS & COMMUNITY ENGAGEMENT
ALL OPERATIONS
Secondary Officers: EDA, Chapter Advisor(s)
• Chapter management
• University relations management (OFSL requirements)
• Holistic chapter performance
• Scorecard and Development progress
• Campus and local community engagement (service, philanthropy, IFC, etc.)
45-60 min
EMINENT DEPUTY ARCHON
CHAPTER MANAGEMENT
Secondary Officers: Eminent Warden, Eminent Recorder, Scholarship Chairman
• Membership health
• Accountability, behavioral, and administrative
• General administration (reports, minutes, task completions, etc.)
• 7 expectations of membership
45-60 min
EMINENT TREASURER
RECEIVABLES
• Chapter budgeting
• Dues collection and bill pay
• IRS compliance
• Chapter roster verification
• Financial accountability
45 min
MEMBER EDUCATOR
MEMBER EDUCATION
• Phoenix Member Education
• New Member onboarding process
• Online modules completion and availability
• Scope of Association importance and completions
45-60 min
HEALTH & SAFETY OFFICER
RISK MANAGEMENT
Secondary Officers: Social Chairman, House Manager
• Minerva’s Shield
◦ Big 4: alcohol, drugs, sexual misconduct, hazing
• Chapter social event planning
• Crisis management planning
• House management and walk-through
• Insurance 101
• Member wellness, general
45-60+ min
RECRUITMENT CHAIRMAN
RECRUITMENT
Secondary Officers: Eminent Correspondent
• Target setting and net growth
• 365 recruiting vs 365 initiating
• Recruitment plans
• Desirable membership qualities
• Parent engagement
• Message and cost transparency
◦ Especially for F&H-owned chapters 45 min
ALUMNI CHAIRMAN
ALUMNI ENGAGEMENT
Secondary Officers: Eminent Chronicler
• Chapter advisor relations
• Alumni engagement activities and goals
30-45 min
EMINENT HERALD
RITUAL
Secondary Officers: Eminent Chaplain
• Ritual compliance and proficiency
• Ritual education
• Ritual equipment maintenance
30-45 min
&
MEETINGS
Not all stakeholders listed will apply in all situations, e.g., housing-related officers and stakeholders.
Total estimated time (housed): 3.5-4 hours
Total estimated time (unhoused): 2-2.5+ hours
CHAPTER ADVISOR(S)
Other Attendees: Alumni Advisors
• Perspectives on chapter operations
• Alumni goals and objectives for the chapter
• Relationship health with the chapter and/or campus
• FSC/CSC assessment and development plan (progress)
• Needs or requests to support alumni or chapter better 45+ min