Chapter Advisor Roadmap

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Stay on Track with your Tasks

This course supports chapter advisors throughout the year with the month-by-month tasks that are required of them, which will help set the chapter they advise up for success, and help them continue to grow as principled business leaders. Following this roadmap will ensure that no tasks are forgotten and that you have access to the in-time training and resources you need to be successful.

Identify the monthly tasks expected of Chapter Advisors
Access relevant resources to complete tasks

Course curriculum

1. How to Navigate this Course
1. July Overview
2. July Checklist
3. Review the Chapter Success Plan
4. Promote the Regional Assembly
1. August Overview
2. August Checklist
3. Attend the Chapter Kick-off Meeting
4. Attend the Regional Assembly
5. Review Member Engagement Plan
6. Review Recruitment Plan
7. Chapter Officer Check-In
8. Bridge to Brotherhood Check-In
9. Chapter Roster Check-In
10. Budget and Fundraising Check-In
11. Code of Conduct Check-In
12. Regional Director Check-In
1. September Overview
2. September Checklist
3. Attend the Chapter Kick-off Meeting
4. Attend the Regional Assembly
5. Confirm Upcoming Logistics
6. Review Fall Invoices
7. Ritual Team Check-In
8. Pledge Reporting and Fees Check-In
9. Member Dues and Fees Check-In
10. Regional Director Check-In
1. October Overview
2. October Checklist
3. Advising the Advisor - October 2021
4. Register for Fraternity Advisors Conference
5. School Funding Check-In
6. Member Dues and Fees Check-In
7. Chapter Roster Check-In
8. Bridge to Brotherhood Check-In
9. PBLI Preparation - Registration
10. Convention Planning - Fundraising
11. Regional Director Check-In
1. November Overview
2. November Checklist
3. Make Travel Arrangements for Pathways
4. Review Recruitment Plan
5. Confirm Chapter Finances
6. Promote the Member Needs Assessment
7. Officer Transition Check-In
8. Elevate Preparation - Promotion and Funding
9. Regional Director Check-In
1. December Overview
2. December Checklist
3. Initiate Reporting and Fees Check-In
4. Confirm Chapter Finances
5. Chapter Officer Mid-Year Check-In
6. Regional Director Check-In
1. January Overview
2. January Checklist
3. Attend Pathways
4. Review Recruitment Plan
5. Review Spring Invoices
6. Chapter Officer Check-In
7. Chapter Reporting Check-In
8. Budget and Fundraising Check-In
9. Member Dues and Fees Check-In
10. Code of Conduct Check-In
11. Bridge to Brotherhood Check-In
12. Regional Director Check-In
1. February Overview
2. February Checklist
3. Chapter Roster Check-In
4. Member Dues and Fees Check-In
5. Pledge Reporting and Fees Check-In
6. Ritual Team Check-In
7. School Funding Check-In
8. Convention Planning - Fundraising
9. Regional Director Check-In
1. March Overview
2. March Checklist
3. Attend the Executive Workshop
4. Promote the Program Assessment
5. Bridge to Brotherhood Check-In
6. Review the Chapter Calendar
7. Annual Audit Check-In
8. Regional Director Check-In
1. April Overview
2. April Checklist
3. Review the Chapter Achievement Pathway Planning Documents
4. Promote the Member Needs Assessment
5. Promote Fraternity Awards
6. Initiate Reporting and Fees Check-In
7. Officer Transition Check-In
8. Regional Director Check-In
1. May Overview
2. May Checklist
3. Consider your ongoing Volunteer Interest
4. Review the Chapter Achievement Pathway Planning Documents
5. Confirm Chapter Finances
6. Initiate Reporting and Fees Check-In
7. Promote Fraternity Awards
8. Confirm Convention Credential Form Completion
9. Summer Planning Check-In
10. Regional Director Check-In
1. June Overview
2. June Checklist
3. Renew Volunteer Interest
4. Assist in Regional Assembly Planning
5. Regional Director Check-In

Time varies month to month

Stay on Track with your Tasks

Introduction

July

August

September

October

November

December

January

February

March

April

May

June