Sigma Pi Fraternity Beta Psi Chapter ACTION PLAN

(Note there are 6 postings. Please make comments appropriate to that posting. Post your stupid comments on the appropriate brother threads so these stay clean and on-topic.)

Preparation Date: September 26, 2006

Need(s):
1. The chapter needs to generate a positive cash flow and maintain this flow to meet their financial obligations.
2. The chapter needs to improve its public image and its relationship with the local community.
3. The chapter needs to repair significant code violations and make needed renovations to upgrade the existing building.
4. There needs to be improved communication between the alumni organization and the active brotherhood as well as between the alumni executive board and the active alumni.
5. The chapter needs to actively pursue new memberships and update the present pledge education program.
6. The alumni executive board needs to develop a written business plan, long- and short-term goals, and governing policies. Additionally, to meet the growing needs of the chapter there needs to be additional alumni positions (i.e., alumni representative to the chapter, Alumni House Manager)


Strength(s):
The chapter has a membership of about nine hundred alumni and about 33 active members.
The Beta Psi Housing Association is a legal non-profit corporation with an elected board.
Sigma Pi Fraternity Beta Psi Chapter is the oldest active Fraternity at East Stroudsburg University.
The Beta Psi Housing Association owns the property at 12 Smith Street, East Stroudsburg, PA.
The alumni association has a wealthy of experience and wisdom in its members.
The chapter is recognized by East Stroudsburg University.

Sigma Pi Finances

Long-term Goal (1): Both the active Beta Psi Chapter and the Beta Psi Housing Association will make all payments on time to accounts payable (i.e., PNC bank) and operate consistently in positive financial territory.
Format
Business Strategies
Person(s) Responsible
Date Accomplished

1. Develop an annual budget for the chapter and housing association. Identify accounts that have passed due balances. Collect outstanding accounts and/or send letters of notice.

Active Treasurer
Alumni Treasurer
Active Secretary
Alumni Secretary


2. Review and adjust, if needed, the present membership dues and rental charges.

Active Treasurer
Alumni Treasurer
Active President
Alumni President


3. Explore the possibility of changing the Articles of Incorporation to stock offering. Establish the applicable rules and regulations.

Alumni Treasurer
Alumni President
Alumni Vice-President
Alumni Secretary


4. Establish a Pay pal’s account (this will allow brothers who are cash-strapped to pay using credit cards)

Active Treasurer
Alumni Treasurer


5. Obtain a tax-exempt status, if not established. Utilize tax-except status with purchases and utilities.

Alumni President
Active President


6. Establish a fund-raising committee to develop and implement plans to increase donations. Plan activities for homecoming.

Alumni Vice-president
Chairman of Committee


7. Develop a means to communicate financial information to the brotherhood at least twice per year.

Alumni Treasurer

Sigma Pi Public Relations

Long-term Goal (2): The active brotherhood will be involved regularly in the local community activities that promote positive relationships and is for the betterment of the community.
Format
Business Strategies
Person(s) Responsible
Date Accomplished

1. The active brotherhood will develop a plan of community services and coordinate their involvement with the university.

Active President
Herald
Faculty Advisor
Alumni Liaison


2. Regular submissions to the Emerald publication outlining the chapter’s community service.

Herald


3. The active brotherhood will participate in at least one community service project per month.

Active Secretary
Active brotherhood


4. Set-up Alcohol and Drug Awareness presentation with University.

Active President
Active Vice-President


5. The active brotherhood will plan local events to clean-up neighborhood (i.e., snow removal, picking up trash in yard) and the 12 Smith Street property.

Active Vice-Present
House Manager
Alumni Liaison


6. Social functions will be scheduled in advance and communicated to the appropriate person(s). A plan for conducting the function and maintaining safety will be prepared.

Alumni President
Active President
Alumni Liaison
Social Chairman
Sergeant-at-arms

Sigma Pi House Renovations

Long-term Goal (3): The chapter house will maintain habitability by complying with local and national code regulations and renovate the house to improve its “curb appeal”.
Format
Business Strategies
Person(s) Responsible
Date Accomplished

1. Make repairs as indicated on the House Inspection Form. Identify contactors/brother(s) to fix siding and front porch.

House Manager
Alumni President


2. Establish an Alumni House Manager to coordinate house repairs and renovations. Elevate the Active House Manager to an executive level position.

Alumni Executive Board


3. Develop a written lease for active brothers and/or the active chapter. Establish a security deposit and open an account to manage the deposits.

Alumni Secretary


4. Establish a house management committee to develop and implement renovations and repairs. Complete a detailed house inspection. Consult with a structural engineer.

Alumni Vice-President
Alumni House Manager
Active House Manager


5. Active House Manager will develop a schedule of house clean-ups and monitor the active brotherhood participation.

Active House Manager


6. Develop comprehensive rules that govern the use, occupation, and changes to the house.

Alumni House Manager
Alumni Secretary


7. Develop a risk management plan. Implement and monitor the plan

Alumni President
Active President
Alumni House Manager
Active House Manager

Sigma Pi Communications

Long-term Goal (4): There will be improved communication between the alumni organization and the active brotherhood as well as between the alumni executive board and individual alumni.
Format
Business Strategies
Person(s) Responsible
Date Accomplished

1. Establish or expand a web site that conveys updated information, financial information, allows for donations, payment of dues, and feedback to the executive board.

Alumni President
Alumni Secretary


2. Establish the position of an Alumni Liaison to bridge the gap between active members and alumni members. Additionally, the Alumni Liaison will maintain communications with the faculty advisor and university personnel.

Alumni Executive Board


3. Maintain and updated list of the Alumni containing their name, address, telephone number, e-mail address, etc.

Alumni Secretary


4. Establish an Alumni Relationship committee to develop outreach programs, alumni events, and communicate special events (i.e., weddings, births of children, engagements, etc.)

Alumni Vice-President
Chairman of the Committee

Sigma Pi Pledge Recruitment

Long-term Goal (5): The active brotherhood will actively pursue new memberships and the intact brotherhood will update the present pledge education program.

Format
Business Strategies
Person(s) Responsible
Date Accomplished

1. The active brother will develop a plan of action to increase membership.

Active President
Active Social Chairman
Alumni Liaison
Faculty Advisor


2. The present pledge education program will be reviewed and, if needed, revised to meet governing regulations and brotherhood values.

Alumni and Active Brotherhood