Setting Chapter Goals
Setting Chapter Goals The Board of Governors Chairmen will, at least annually, oversee the Resident Council as it devises long-range planning strategies, goals, and objectives and follows through on all progress made. To achieve this expectation the chapter can use many different methods of self-assessment. Within these documents there is two examples of self-assessment and goal setting workshops. Chapter Operations Assessment – This assessment will allow the chapter to review their Borradaile Challenge metrics and assess the chapter’s performance in these metrics. Chapter Officer Action Plans (COAP) – This COAP should be given to each officer or chairman in the chapter. This will assist the officers and chairmen to think about long-term goals for the chapter as related to their specific office or committee.
Chapter Operations Assessment Session Objectives Have each participant analyze the chapter’s Borradaile Challenge results. Have each participant identify target areas for which he will set goals. Session Supplies Printed summary of Borradaile Challenge results that can be found on Phi Kappa Tau’s Dashboard Worksheets for Chapter Operations Assessment Session Outline
60/60
Read to Group (30/60)
Chapter Operations Assessment We are going to focus on the chapter’s issues. You should have in front of you the summaries of the Borradaile Challenge results for your chapter. Also, you should have worksheets for Chapter Operations Assessment. Here is what you are to do: First, spend a few minutes reading the Borradaile Challenge summaries; if there is anything you can’t interpret, speak up and I will help you. Try to identify any trend that you see. Second, answer the questions in the assessment in an honest and thoughtful manner. We have allotted 30 minutes for these two steps. After that, we will ask you discuss your assessment.
Here is your assignment. In turn, each of you is to present a short summary of your assessment—the greatest strengths, the weaknesses and the target areas you have identified for action.
Read to Group (30/60)
Those of you listening are to act as consultants. You are the senior officer of your chapter, and you should be capable of giving good counsel to others. Don’t think about your own issues for a few minutes. Listen to the assessment being presented. Consider whether the speaker has made a case for the target areas he has identified. When the speaker is finished, ask questions or make helpful suggestions. The speaker should listen to the feedback and take any notes that might be helpful. Now take a minute to organize your own thoughts about your assessment and then begin as soon as all three of you are ready.
Chapter Operations Assessment Name: ___________________________ Date: ____________________________ Considering your chapter’s history on Borradaile Challenge metrics, what are your chapter’s greatest strengths?
What were your chapter’s greatest successes in the past year? (For this question, think beyond the Borradaile Challenge and include any area of chapter activity.)
What does the chapter’s Borradaile Challenge history indicate as areas of weak or inconsistent performance?
What challenges or disappointments did your chapter experience in the past year? (Again, think of any area of chapter activity.)
Rate the involvement, effort and overall performance of the following groups, as you see it currently. Chapter members Very High High
Moderate
Low
Very Low
Don’t Know/Can’t Rate
Chapter officers Very High High
Moderate
Low
Very Low
Don’t Know/Can’t Rate
Board of Governors Very High High Moderate
Low
Very Low
Don’t Know/Can’t Rate
Housing Corporation Very High High Moderate
Low
Very Low
Don’t Know/Can’t Rate
Graduate Council members not on the BOG or Housing Corp. Very High High Moderate Low Very Low Don’t Know/Can’t Rate Phi Kappa Tau Executive Offices staff Very High High Moderate Low
Very Low
Don’t Know/Can’t Rate
College or university student affairs or greek life staff Very High High Moderate Low Very Low Don’t Know/Can’t Rate
The Borradaile Challenge identifies specific areas of success and failure, but these metrics reflect symptoms and are not underlying problems. Are there any underlying problems holding your chapter back?
Considering your assessment of the chapter, what are the three to four target areas for which you feel you must set goals for your term as president? (Note: Not all target areas have to be weaknesses or problem areas. You could target a strength that the chapter should build upon.)
Chapter Officer Action Plans Session Supplies Chapter Officer Action Plans (COAP) Handouts Session Outline 30/30
Directions
Chapter Officer Action Plans (COAP)
Think about ways you can improve your office as it relates to the performance of your chapter. Borradaile Challenge Reporting Organization Time-management Delegation Alumni/Advisor interaction These COAPs should will be scanned or copied and sent to the chapter’s BOG Chairman and Chapter Advisor.
Chapter Officer Action Plans Name: _________________________ Office: _________________________
E-mail: _________________________ Chapter: _____________________
Specific – Your vision was broad, but your goals need to outline certain steps to attain the vision. Measurable – Use numbers to establish benchmarks, it is how you measure success. Action Oriented – Verbs establish urgency and encouraged doing and accomplishing. Realistic – Stretch for goals just beyond your comfort zone, but not unattainable. Timely – Due dates and schedules are important, think two weeks to 12 months. Please create at least two goals, with their respective actions plans, for your position. Goal 1: _____________________________________________________________ Action Plans 1.
___________________________________________________________________
2. ___________________________________________________________________ 3. ___________________________________________________________________ Due Date: _________________________________________________________________ Resources Needed: ___________________________________________________________ _________________________________________________________________________ _________________________________________________________________________ Goal 2: _____________________________________________________________ Action Plans 1.
___________________________________________________________________
2. ___________________________________________________________________ 3. ___________________________________________________________________ Due Date: _________________________________________________________________ Resources Needed: ___________________________________________________________ _________________________________________________________________________ _________________________________________________________________________
Goal 3: _____________________________________________________________ Action Plans 1.
___________________________________________________________________
2. ___________________________________________________________________ 3. ___________________________________________________________________ Due Date: _________________________________________________________________ Resources Needed: ___________________________________________________________ _________________________________________________________________________ _________________________________________________________________________
What support do you need from your executive committee to achieve these goals? 1.
___________________________________________________________________
2. ___________________________________________________________________ 3. ___________________________________________________________________
In order for these changes to take place, what three things does my chapter need to STOP doing? 1.
___________________________________________________________________
2. ___________________________________________________________________ 3. ___________________________________________________________________
In order for these changes to take place, what three things does my chapter need to START doing? 1.
___________________________________________________________________
2. ___________________________________________________________________
3. ___________________________________________________________________
Chapter Operations Assessment Session Objectives Have each participant analyze the chapter’s Borradaile Challenge results. Have each participant identify target areas for which he will set goals. Session Supplies Printed summary of Borradaile Challenge results that can be found on Phi Kappa Tau’s Dashboard Worksheets for Chapter Operations Assessment Session Outline
60/60
Read to Group (30/60)
Chapter Operations Assessment We are going to focus on the chapter’s issues. You should have in front of you the summaries of the Borradaile Challenge results for your chapter. Also, you should have worksheets for Chapter Operations Assessment. Here is what you are to do: First, spend a few minutes reading the Borradaile Challenge summaries; if there is anything you can’t interpret, speak up and I will help you. Try to identify any trend that you see. Second, answer the questions in the assessment in an honest and thoughtful manner. We have allotted 30 minutes for these two steps. After that, we will ask you discuss your assessment.
Here is your assignment. In turn, each of you is to present a short summary of your assessment—the greatest strengths, the weaknesses and the target areas you have identified for action.
Read to Group (30/60)
Those of you listening are to act as consultants. You are the senior officer of your chapter, and you should be capable of giving good counsel to others. Don’t think about your own issues for a few minutes. Listen to the assessment being presented. Consider whether the speaker has made a case for the target areas he has identified. When the speaker is finished, ask questions or make helpful suggestions. The speaker should listen to the feedback and take any notes that might be helpful. Now take a minute to organize your own thoughts about your assessment and then begin as soon as all three of you are ready.
Chapter Operations Assessment Name: ___________________________ Date: ____________________________ Considering your chapter’s history on Borradaile Challenge metrics, what are your chapter’s greatest strengths?
What were your chapter’s greatest successes in the past year? (For this question, think beyond the Borradaile Challenge and include any area of chapter activity.)
What does the chapter’s Borradaile Challenge history indicate as areas of weak or inconsistent performance?
What challenges or disappointments did your chapter experience in the past year? (Again, think of any area of chapter activity.)
Rate the involvement, effort and overall performance of the following groups, as you see it currently. Chapter members Very High High
Moderate
Low
Very Low
Don’t Know/Can’t Rate
Chapter officers Very High High
Moderate
Low
Very Low
Don’t Know/Can’t Rate
Board of Governors Very High High Moderate
Low
Very Low
Don’t Know/Can’t Rate
Housing Corporation Very High High Moderate
Low
Very Low
Don’t Know/Can’t Rate
Graduate Council members not on the BOG or Housing Corp. Very High High Moderate Low Very Low Don’t Know/Can’t Rate Phi Kappa Tau Executive Offices staff Very High High Moderate Low
Very Low
Don’t Know/Can’t Rate
College or university student affairs or greek life staff Very High High Moderate Low Very Low Don’t Know/Can’t Rate
The Borradaile Challenge identifies specific areas of success and failure, but these metrics reflect symptoms and are not underlying problems. Are there any underlying problems holding your chapter back?
Considering your assessment of the chapter, what are the three to four target areas for which you feel you must set goals for your term as president? (Note: Not all target areas have to be weaknesses or problem areas. You could target a strength that the chapter should build upon.)
Chapter Officer Action Plans Session Supplies Chapter Officer Action Plans (COAP) Handouts Session Outline 30/30
Directions
Chapter Officer Action Plans (COAP)
Think about ways you can improve your office as it relates to the performance of your chapter. Borradaile Challenge Reporting Organization Time-management Delegation Alumni/Advisor interaction These COAPs should will be scanned or copied and sent to the chapter’s BOG Chairman and Chapter Advisor.
Chapter Officer Action Plans Name: _________________________ Office: _________________________
E-mail: _________________________ Chapter: _____________________
Specific – Your vision was broad, but your goals need to outline certain steps to attain the vision. Measurable – Use numbers to establish benchmarks, it is how you measure success. Action Oriented – Verbs establish urgency and encouraged doing and accomplishing. Realistic – Stretch for goals just beyond your comfort zone, but not unattainable. Timely – Due dates and schedules are important, think two weeks to 12 months. Please create at least two goals, with their respective actions plans, for your position. Goal 1: _____________________________________________________________ Action Plans 1.
___________________________________________________________________
2. ___________________________________________________________________ 3. ___________________________________________________________________ Due Date: _________________________________________________________________ Resources Needed: ___________________________________________________________ _________________________________________________________________________ _________________________________________________________________________ Goal 2: _____________________________________________________________ Action Plans 1.
___________________________________________________________________
2. ___________________________________________________________________ 3. ___________________________________________________________________ Due Date: _________________________________________________________________ Resources Needed: ___________________________________________________________ _________________________________________________________________________ _________________________________________________________________________
Goal 3: _____________________________________________________________ Action Plans 1.
___________________________________________________________________
2. ___________________________________________________________________ 3. ___________________________________________________________________ Due Date: _________________________________________________________________ Resources Needed: ___________________________________________________________ _________________________________________________________________________ _________________________________________________________________________
What support do you need from your executive committee to achieve these goals? 1.
___________________________________________________________________
2. ___________________________________________________________________ 3. ___________________________________________________________________
In order for these changes to take place, what three things does my chapter need to STOP doing? 1.
___________________________________________________________________
2. ___________________________________________________________________ 3. ___________________________________________________________________
In order for these changes to take place, what three things does my chapter need to START doing? 1.
___________________________________________________________________
2. ___________________________________________________________________
3. ___________________________________________________________________
