top of page

B. Financial Management

Sound financial management is essential to the successful operation of a chapter. Through discipline, consistent bookkeeping, proper budgeting, qualified supervision, and fiscal control, the chapter will build an atmosphere of fiscal responsibility and security.

The chapter has a budget approved by the chapter and advisor.

The chapter strictly enforces financial discipline (financial requirements for a member to remain in good standing) as prescribed by the chapter’s bylaws or (inter)national policy.

C. Goals & Action Plans

Successful organizations regularly establish goals and objectives and develop strategies and action plans to achieve those goals.

The chapter conducts at least one goal setting or goal review session each term and establishes specific written goals and objectives, approved by the members.

In an effort to operate effectively and efficiently, officers need to set goals & action plans for their term. All registered officers must articulate goals and objectives for their term of office.

D. Alumni and/or Advisor Guidance

Successful student organizations have active advisors to assist with organizational development, provide continuity, and ensure compliance with university and organization policies.

The chapter has an advisor (alumni or faculty/staff) who attends at least one chapter and one executive board meeting per month and maintains regular communication with the chapter.

E. Executive Board Training & Transition

Leaders are more prepared and better equipped to serve in their roles if trained and transitioned by previous leaders and advisors.

Each officer has resources available to them to effectively carry out their job duties.

A transitional program with incoming/outgoing officers with the intent of training the incoming officers on responsibilities, expectations, ongoing projects/initiatives, and best practices. Officer Installation Ceremonies are excluded from this section. 

F. Chapter Meetings

An average of two-thirds of the active members attend regular chapter meetings.

  1. Recorded and distributed or made available to members and advisors.

G. Administration

Chapter maintains up-to-date governing documents (reviewed annually by the chapter) and provides copies or makes available to all members.

Chapter’s annual Chapter & Individual Excellence Awards applications are submitted on time. 

bottom of page