Chapter Plan of Action – Template

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The 2015 Chapter Plan Template
Notes, Tips & Tricks Regarding How To Use This Template:

This Template was modified in Microsoft Word 2010. There may be formatting differences if you open and modify the
document in an earlier version of the program.

There is no formatting requirement for a Chapter Plan to be submitted for Civic Leadership Certification (CLC). You
can set up your Chapter Plan any way that you wish that works for you and your chapter. The template is provided to give you
a starting point and a tool to assist you in clearly planning your Jaycee year. It also takes in to consideration current CLC
requirements.

I suggest you print the Notes, Tips & Tricks Page prior to working on the template so page numbering will be correct for you.

Changes made from the 2013 Template:
o
o
o
o
o
Added a checklist on the cover to keep track of which submission you are turning in. If you do not want it
or like it, just delete the table that contains the information. The checklist indicates the color of each
evaluation to serve as a key for the rest of the document.
An Organizational Chart Template has been added to meet the CLC Requirements. The chart was created
using “Smart Art” in Word 2010. There are many ways to create and set up an organizational chart. The
provided chart is just an example. You may modify it or replace it to fit your needs.
Inserted the 2014 Illinois Jaycees-approved State Calendar and due dates.
Various small formatting changes and corrections to typos.
Added “Optional Attachments” list to the Attachments Page.

If you choose to use the Table of Contents, do not forget to modify it after each revision. The Plan tends to grow in the
quantity of pages over the time you modify and review the template. Keep the information correct by revising the Table of
Contents LAST. Don’t forget to delete these notes PRIOR to inserting page numbers. Deleting this page will automatically number the
document correctly in the Footer. If you forget to do this, and put in page numbers, then your Table of Contents will be
wrong by a page.

The list of Optional Attachments has been added as suggestions. The suggestions are provided for numerous reasons:
o
o
o
o
o
If you want to provide proof of certain CLC requirements.
The Chapter Plan is a document of the Organization. It can be proof to your chapter and historical records
that will be filed with the Plan in your Chapter’s Archives.
There is nothing wrong with providing back up, though it is not required.
In submitting year-end Books, if you keep these items with your Chapter Plan, it makes it very easy to have
them ready to go for your submissions.
Several items suggest providing screen shots. In newer versions of Microsoft Windows, there is a “Clipping”
tool you can use. If you have an older version that does not have “Clipping”, you can download a freeware
called Screenhunter, do a Google search for it. It is a free screen shot capturing program.

The provided Chapter Budget does not have to be used. It is suggested that you input or cut/paste the form your chapter uses
into this document. Many chapters use several different programs to create their chapter budget. This is just a suggestion of
how your budget may look. Do not forget: INCOME AND EXPENSES SHOULD BE EQUAL!

Always review your Plan prior to submission in its entirety. You should spend several different sessions putting a document
like this together and do not work straight through it. You want to make sure that you did not forget to go back to something
that was not completed.

Run spell check!
Have fun putting your Chapter Plan together and involving your Chapter members and Board of
Directors. It is a rewarding experience. If updated regularly, it will help you succeed in reaching your
goals and run a well-rounded Jaycee Chapter! If you have any questions, please contact Program
Development Vice President Vanessa Birchler at vanessa.birchler@iljaycees.org. Good luck!
Anytown Jaycees Plan of Action 2015
Page 1
**Space for Chapter Logo**
Anytown Jaycees
P.O. Box xxxx
Anytown, IL 60000
Chapter Plan of Action
2015
Population X
Chapter Division X
Illinois
Chapter Number: XXXX
Evaluation Period*
Initial Submission
1st Quarter Evaluation
2nd Quarter Evaluation
3rd Quarter Evaluation
4th Quarter Evaluation
Year End/Final Evaluation
Other:
.
*To check the boxes, double click it and select “Checked”.
Anytown Jaycees Plan of Action 2015
Page 2
Table of Contents
***Page numbers will not be correct until you delete the Notes Page above. Delete the page
prior to modifying the Table of Contents***
Organizational Structure ___________________________________________________________ 5
Organizational Chart ___________________________________________________________________3
Board of Directors ______________________________________________________________________5
Chapter Directors / Chairmen ____________________________________________________________6
Analysis _________________________________________________________________________ 7
Chapter Planning _______________________________________________________________________7
Chapter & Community Needs Assessment __________________________________________________7
Strengths and Weaknesses _______________________________________________________________7
Membership ________________________________________________________________________________ 7
Chapter ____________________________________________________________________________________ 7
Community _________________________________________________________________________________ 7
Potential Problems and Possible Solutions __________________________________________________8
Planning By Areas of Opportunity ____________________________________________________ 9
1) Business / Economic Area of Opportunity _______________________________________________10
Objective: _________________________________________________________________________________
1. Strengths and Weaknesses __________________________________________________________________
2. Goals / Projects ___________________________________________________________________________
3. Area Evaluation: __________________________________________________________________________
10
11
11
12
2) Individual Area of Opportunity ________________________________________________________13
Objective: _________________________________________________________________________________
1. Strengths and Weaknesses __________________________________________________________________
2. Goals / Projects ___________________________________________________________________________
3. Area Evaluation: __________________________________________________________________________
13
14
14
15
3) Community Area of Opportunity ______________________________________________________16
Objective: _________________________________________________________________________________
1. Strengths and Weaknesses __________________________________________________________________
2. Goals / Projects ___________________________________________________________________________
3. Area Evaluation: __________________________________________________________________________
16
17
17
18
4) International Area of Opportunity _____________________________________________________19
Objective: _________________________________________________________________________________
1. Strengths and Weaknesses __________________________________________________________________
2. Goals / Projects ___________________________________________________________________________
3. Area Evaluation: __________________________________________________________________________
19
20
20
21
Membership Plan ________________________________________________________________ 22
Chapter Budget __________________________________________________________________ 22
2014 Calendar of Events___________________________________________________________ 24
Attachments: ____________________________________________________________________ 25
Additional Resources: _____________________________________________________________ 26
Anytown Jaycees Plan of Action 2015
Page 3
ANYTOWN JAYCEES
ORGANIZATIONAL CHART
President
Name of President
Secretary
Treasurer
Name of Secretary
Name of Treasurer
State Director
Name of SD
Chaplain
Name of Chaplain
Sergeant At Arms
Name of SAA
Local Directors
Name of LD
Internal Vice
President
External Vice
President
Name of InVP
Name of ExVP
Management
Projects
Individual
Development
Projects
Community
Development
Projects
Membership
Projects
PROJECT NAME
Project Name
Project Chairman
Project Chairman
Chairman
TEMPLATE NOTE: This chart was created using Smart Art in MS Word 2010. There are many ways to create
this chart. If you cannot use Smart Art, insert a Chart from PowerPoint, or Excel, or any other program. You can
create a similar chart by using “Shapes” from the Illustrations menu in Word (or Drawing menu in older versions
of Word.)
The Chart above is shown for an Internal and External VP Set up, and shows what Areas are under each. It also
shows a space for inserting Chairman’s names for major projects that you may have. (For large projects like a
Festival or Haunted House, if it holds that much importance in your Chapter.) These can be deleted. You can set
this up also in the traditional format of having the VP Position for each Area rather than for Internal and External
VPs.
Each Chapter is different so this chart may not fit your particular Chapter Hierarchy.
Anytown Jaycees Plan of Action 2015
Page 4
Organizational Structure
Board of Directors
President:
Name:
Address:
City:
Zip:
Phone:
Email:
Community Development VP
Name:
Address:
City:
Zip:
Phone:
Email:
Management VP
External VP
Membership Development VP
Name:
Address:
City:
Zip:
Phone:
Email:
Internal VP
Individual Development VP
Name:
Address:
City:
Zip:
Phone:
Email:
Name:
Address:
City:
Zip:
Phone:
Email:
State Director:
Secretary:
Name:
Address:
City:
Zip:
Phone:
Email:
Name:
Address:
City:
Zip:
Phone:
Email:
Treasurer:
Name:
Address:
City:
Zip:
Phone:
Email:
Anytown Jaycees Plan of Action 2015
Page 5
Chapter Directors / Chairmen
Local Director:
Local Director:
Name:
Address:
City:
Zip:
Phone:
Email:
Name:
Address:
City:
Zip:
Phone:
Email:
Local Director:
Local Director:
Name:
Address:
City:
Zip:
Phone:
Email:
Name:
Address:
City:
Zip:
Phone:
Email:
Legal Council:
Insurance Advisor:
Name:
Address:
City:
Zip:
Phone:
Email:
Name:
Address:
City:
Zip:
Phone:
Email:
Newsletter Editor:
Webmaster:
Name:
Address:
City:
Zip:
Phone:
Email:
Name:
Address:
City:
Zip:
Phone:
Email:
Anytown Jaycees Plan of Action 2015
Page 6
Analysis
Chapter Planning
Describe your planning process
Chapter & Community Needs Assessment
Describe how needs were determined (Example: Community Survey, Membership Survey, Planning Board
Session, etc.)
Strengths and Weaknesses
Membership
Strengths
Weaknesses
Chapter
Chapter Strengths
Chapter Weaknesses
Community
Strengths
Weaknesses
Anytown Jaycees Plan of Action 2015
Page 7
Potential Problems and Possible Solutions
Using the above planning process, the following potential chapter problems and their possible solutions
were discussed:
Problem: Low activation
Solution: Better communication, utilize theme meetings to increase attendance, offer incentives, etc.
Problem: ________________________________________________________________
Solution: ________________________________________________________________
Problem: ________________________________________________________________
Solution: ________________________________________________________________
Problem: ________________________________________________________________
Solution: ________________________________________________________________
Problem: ________________________________________________________________
Solution: ________________________________________________________________
Problem: ________________________________________________________________
Solution: ________________________________________________________________
Anytown Jaycees Plan of Action 2015
Page 8
Planning By Areas of Opportunity
There are 4 Areas of Opportunity set forth by the United States Junior Chamber. Within the 4 Areas of
Opportunity there are 14 areas of concentration. The Areas of Opportunity are structured in the
following manner:
1.) Business Area of Opportunity
Marketing and Public Relations
Strategic Planning
Financial Management
Business Opportunities
2.) Individual Area of Opportunity
Personal Development
Professional Development
Membership Retention, Growth and New Chapters
Chapter Activities
3.) Community Area of Opportunity
Community Service
Community Fundraising
Government and Civic Involvement
Children and Youth
4.) International Area of Opportunity
State, National, and International Junior Chamber Involvement
International Involvement
Anytown Jaycees Plan of Action 2015
Page 9
1) Business / Economic Area of Opportunity
Embodying the line of the Jaycee Creed that states, "Economic justice can best be won by free men
through free enterprise," this area provides an opportunity for individual members to contribute to the
development and enhancement of the economic infrastructure, prosperity, and well being for all nations.
Almost all members of the Junior Chamber are involved in some business activity - working on their own,
for another company, or preparing to open their own business. The Junior Chamber was established in
1920 to give young people an active voice in the business community. This same purpose is now found in
the Business / Economic Area of Opportunity and is divided into four areas:
• Marketing and Public Relations. Projects in this Commission are conducted to promote the image of
your chapter and the Junior Chamber movement in the community. Some examples are brochures,
business cards, television appearances, chapter marketing via local print media, radio PR efforts, press
releases, external awards programs such as Distinguished Service Awards or Business Sponsor Awards,
parades, pageants, newsletters, ongoing public relations work and training in marketing and public
relations.
• Strategic Planning. This includes all projects involving record keeping, reporting, planning, needs
analysis and evaluation. Examples include developing Project Management Guides, creating, reviewing
and revising a chapter business plan and any other short-term or long-term planning and evaluation.
Training in the above activities would also be included here.
• Financial Management. This Commission ensures that the chapter's finances are handled in a proper
way and looks for ways to enhance the financial stability of the chapter. Any project run with the primary
purpose of raising funds for the chapter would go here. This Commission also includes anything related
to completing a chapter audit, procuring insurance, and filing incorporation papers and taxes.
• Business Opportunities. Projects in this Commission give chapters the chance to enhance the
economics of the community by conducting projects to increase business productivity. Economic
progress can be achieved by partnering with the local Chamber of Commerce, organizing small
investment clubs, visiting successful companies to learn how they conduct their business, and by inviting
successful entrepreneurs to speak at monthly meetings. Junior Chambers can also conduct training
sessions on how to enhance company operations and promote free enterprise as the best way to achieve
economic justice.
Objective:
(State what your chapter would like to achieve in this Area)
Anytown Jaycees Plan of Action 2015
Page 10
1. Strengths and Weaknesses
Community / External VP - Community Improvement/Economic Growth, Chamber Involvement, Business visits etc.
Management / Internal VP – Marketing & Public Relations, Strategic Planning, Financial Management, Training, Guest
Speakers, Internal Business Affairs of the Corporation
Individual / Internal VP - Personal skills/Investment clubs, corporate visits etc.
Things We'd Like To Keep - they work well (Strengths):
1.
2.
3.
4.
Things We'd Like To Change (Weaknesses):
1.
2.
3.
4.
2. Goals / Projects
Goals
1.
2.
3.
4.
5.
6.
Planned Projects and Activities
Month/Date of Project
Anytown Jaycees Plan of Action 2015
Page 11
Est. Income
Est. Expense
3. Area Evaluation:
(To be completed on a quarterly basis. Please include revised strengths and weaknesses, results of listed
goals, and project completion dates. – Replace text with aforementioned criteria – you may want to color
code your quarters for easier reference)
1st Quarter Evaluation
2nd Quarter Evaluation
3rd Quarter Evaluation
4th Quarter Evaluation
Year End/Final Evaluation
Anytown Jaycees Plan of Action 2015
Page 12
2) Individual Area of Opportunity
Embodying the line of the Jaycee Creed that states, "Earth's great treasure lies in human personality," this
area provides an opportunity for individual members to realize their personal potential through training
programs.
While there is an Area of Opportunity for individual development, every single activity in the Junior
Chamber organization is oriented to develop the potential and skills of the individual member. Active
participation in activities in any of the Areas will give the member the opportunity to enhance his or her
potential. Training opportunities dedicated to the enhancement of a Jaycee member's personal
skill set (not related to official Jaycee responsibilities) and not specifically covered by another Area would
be included here.
The Individual Area of Opportunity, through its four areas, ensures that new members are brought into
the organization and are provided with training to fully develop their personal and professional potential:
• Personal Development. This Commission includes projects that improve the quality of life of the
membership. Such projects provide education that benefits members in both their personal and
professional lives. Examples include training in the areas of family values, spiritual development, hobbies,
retirement planning, time management, public speaking, communication skills, and the U.S. Jaycees
Competitions program.
• Professional Development. Projects aimed at developing members as leaders in their chapters and
professions are the focus of this Commission. Examples include leadership training, officer training, team
building, "How to motivate others" courses, and other managerial training.
• Membership Retention, Growth and New Chapters. This Commission ensures that new members
join the chapter regularly, receive proper orientation and are included in the chapter's activities
immediately after joining. Project examples include M-Nights, membership booths, recruiting incentives,
corporate sponsorships, assisting another chapter with membership recruitment, new member
orientations, establishing a new chapter and activation programs like Passport to Civic Leadership.
• Chapter Activities. This Commission ensures that members have the opportunity to participate in a
wide variety of social activities, and that chapter meetings are well planned and members have the
opportunity to participate in meeting procedures. Some examples include socials, chapter awards
programs, chapter meetings, sports, visitations, hosting region meetings, attendance at region meetings,
etc.
Objective:
(State what your chapter would like to achieve in this Area)
Anytown Jaycees Plan of Action 2015
Page 13
1. Strengths and Weaknesses
Individual / Internal VP – Personal & Professional Development
Membership / External VP – Membership Retention, Growth & New Chapters
Management/ Internal VP – Chapter Activities
Things We'd Like To Keep - they work well (Strengths):
1.
2.
3.
4.
Things We'd Like To Change (Weaknesses):
1.
2.
3.
4.
2. Goals / Projects
Goals
1.
2.
3.
4.
5.
6.
Planned Projects and Activities
Month/Date of Project
Anytown Jaycees Plan of Action 2015
Page 14
Est. Income
Est. Expense
3. Area Evaluation:
(To be completed on a quarterly basis. Please include revised strengths and weaknesses, results of listed
goals, and project completion dates. – Replace text with aforementioned criteria – you may want to color
code your quarters for easier reference)
1st Quarter Evaluation
2nd Quarter Evaluation
3rd Quarter Evaluation
4th Quarter Evaluation
Year End/Final Evaluation
Anytown Jaycees Plan of Action 2015
Page 15
3) Community Area of Opportunity
Embodying the line of the Jaycee Creed that states, "Service to humanity is the best work of life," this area
develops the sensitivity of individual members to societal problems, and knowledge of community
dynamics in solving these problems, through actual experience. Like all citizens, Junior Chamber
members have a stake in the betterment of their communities.
The Community Area of Opportunity is built around four areas. Below are some basic concepts under
these four classifications:
• Community Service. This Commission involves projects that are designed to promote or improve the
quality of life for people in the community by working directly with people and through improvement of
resources or facilities in the community. This includes projects that deal directly with community needs
such as elderly assistance, mental health and retardation, and health and safety (i.e. Community Care Day,
senior citizens’ program, community food pantry). Projects dealing with properties, economic
development, energy and the environment would also be included here. Note: Youth projects would be
listed under the Children and Youth Commission (Community) and state, national and international
Junior Chamber priority projects would be under the State, National and International Junior Chamber
Involvement Commission (International).
• Community Fundraising. Projects in this Commission deal with the direct raising of funds for a
specific non-Jaycee program. This includes fundraising for local disaster or emergency assistance, healthrelated organizations, foundations and any organized community charities (i.e., Oktoberfest, Easter Seals,
March of Dimes).
• Government and Civic Involvement. Another aspect of this area would be the chapter's involvement
with the local, state, and national governmental process. These are projects that deal with all areas of
involvement with the local, state and national governmental process. Projects include town forums,
debates, "Get Out The Vote," advocacy issues, criminal justice projects, etc., as well as providing
assistance to other civic organizations in the community (i.e., voters registration, City Council meetings,
Police/Fireman Appreciation Picnic, coffee with town officials).
• Children and Youth. This Commission's responsibility is to promote and coordinate projects related
to children and youth. As the future of our community lies in the hands of today's young people, many
projects should be conducted to ensure that young people are well prepared to take the community
leadership roles in the years to come. Examples include youth sporting events, fingerprinting, building a
playground, holiday egg hunts, reading and other educational programs, etc. Note: Projects involving
children of non-Jaycees fall under this Commission. Family-related projects, where children of Jaycees are
involved with their Jaycee parents, may fall under the Personal Development Commission or Chapter
Activities Commission (Individual).
Objective:
(State what your chapter would like to achieve in this Area)
Anytown Jaycees Plan of Action 2015
Page 16
1. Strengths and Weaknesses
The Community / External VP would take care of this area
Things We'd Like To Keep - they work well (Strengths):
1.
2.
3.
4.
Things We'd Like To Change (Weaknesses):
1.
2.
3.
4.
2. Goals / Projects
Goals
1.
2.
3.
4.
5.
6.
Planned Projects and Activities
Month/Date of Project
Anytown Jaycees Plan of Action 2015
Page 17
Est. Income
Est. Expense
3. Area Evaluation:
(To be completed on a quarterly basis. Please include revised strengths and weaknesses, results of listed
goals, and project completion dates. – Replace text with aforementioned criteria – you may want to color
code your quarters for easier reference)
1st Quarter Evaluation
2nd Quarter Evaluation
3rd Quarter Evaluation
4th Quarter Evaluation
Year End/Final Evaluation
Anytown Jaycees Plan of Action 2015
Page 18
4) International Area of Opportunity
Embodying the line of the Jaycee Creed that states, "The brotherhood of man transcends the sovereignty
of nations," this area provides an opportunity for individual members to contribute to the development of
goodwill, understanding, and cooperation among all people.
Programming in this area would encompass all projects and programs that enhance a member's
knowledge of different cultures and countries around the world. This includes the following two areas:
• State, National and International Junior Chamber Involvement. This Commission includes all
state, U.S. Jaycees, and JCI emphasis programs. Consult your state organization for a list of state
programs (Camp New Hope). Current nationwide chapter projects include: Outstanding Young Farmer
(OYF), Ten Outstanding Young Americans (TOYA), and Government Involvement. For a complete list
of National Partner programs for 2014, visit the U.S. Jaycees website at www.usjaycees.org. Examples of
JCI programs include JCI Training Courses (JCI Presenter, JCI Networking, JCI CSR), and JCI Business
Academy. Note: Chapter Twinning would be included under the International Involvement
Commission.
• International Involvement. Projects in this Commission include those that provide assistance or
promote understanding and communications between the chapter and people outside the United States.
Junior Chamber members recognize the fact that the present world problems can often be solved through
international collaboration, tolerance and friendship. Members put this belief into practice by
collaborating in joint worldwide projects. Examples include: JCI Nothing But Nets, food drives for other
countries, chapter Twinning, international guest speakers, etc.
Objective:
(State what your chapter would like to achieve in this Area)
Anytown Jaycees Plan of Action 2015
Page 19
1. Strengths and Weaknesses
State Director – State, National, and Region Involvement
Community / External VP - International Involvement
Things We'd Like To Keep - they work well (Strengths):
1.
2.
3.
4.
Things We'd Like To Change (Weaknesses):
1.
2.
3.
4.
2. Goals / Projects
Goals
1.
2.
3.
4.
5.
6.
Planned Projects and Activities
Month/Date of Project
Anytown Jaycees Plan of Action 2015
Page 20
Est. Income
Est. Expense
3. Area Evaluation:
(To be completed on a quarterly basis. Please include revised strengths and weaknesses, results of listed
goals, and project completion dates. – Replace text with aforementioned criteria – you may want to color
code your quarters for easier reference)
1st Quarter Evaluation
2nd Quarter Evaluation
3rd Quarter Evaluation
4th Quarter Evaluation
Year End/Final Evaluation
Anytown Jaycees Plan of Action 2015
Page 21
Membership Plan
(Use this Membership Plan to help understand your membership recruiting needs. Once your needs are
identified then plan your calendar of events around those difficult months. For example: If you have a lot
of members due in the second quarter, then your chapter should be running a more programming this
quarter prior and during to help offset members lost. For example – Socials, Community Fundraisers,
Membership Drives, Networking Events, etc. Plan your calendar of events based off of this Membership
Plan of Action.)
HOW TO USE THE MEMBERSHIP TABLE/SPREADSHEET:
- Input your January 1 Base Chapter Member number in the box under the “No. Members”
Column for Quarter 1.
- Input the number of members due each quarter in the “Number Due” column. (This information
can be found in the membership database, www.jayceemember.com, or request the information
from a state officer.)
- Input the number of members that are up for renewal each quarter that you expect to retain their
Jaycee membership in the “Number Retained” column.
- Input the number of new members you expect to gain each quarter.
- Insert the “Quarter End” number as the “No. Members” for the next month. (ie: If Quarter End
= 20 for January, insert 20 for “No. Member” for February)
- The “Qaurter End” number for December is the quantity of members you plan to have in the
Chapter at the end of the year.
Quarter
No.Members
-Number Due
=Beginning
Month
+Number
Retained
+New
Members
=Quarter
End
-Number Due
=Beginning
Month
+Number
Retained
+New
Members
=Quarter
End
1
2
3
4
Actuals
Quarter
No.Members
1
2
3
4
Chapter Budget
INCOME
BUSINESS AREA OF OPPORTUNITY
Business-related Projects
Leadership Projects
Ways & Means Projects
Member Dues
Corporate Sponsorships
Insurance, Incorporation, Taxes, Audit
Public Relations
Chapter Newsletter & Brochure
Chapter Website & Hosting
Anytown Jaycees Plan of Action 2015
Page 22
EXPENSE
Chamber of Commerce Membership Dues
Surveys
Miscellaneous Operations
TOTAL
INDIVIDUALAREA OF OPPORTUNITY
Financial Planning Projects
Personal Skills Projects
Family Life Projects
Spiritual Development Projects
Chapter Socials
Chapter Awards
Write-Up/Speak-Up/Armbruster/Brownfield/Debate
Membership Recruitment
New Member Orientations
New Member Packets
Recruiting Incentives
Membership Training
Officer Training
Printing for Meetings
Miscellaneous Operations
TOTAL
COMMUNITYAREA OF OPPORTUNITY
Community Service Projects
Community Fundraising Projects
Governmental Involvement Projects
Children & Youth Projects
Miscellaneous Operations
TOTAL
INTERNATIONALAREA OF OPPORTUNITY
State & National Involvement Projects
International Involvement Projects
Miscellaneous Operations
TOTAL
GRAND TOTAL
Anytown Jaycees Plan of Action 2015
Page 23
2015 Calendar of Events
(Below is the 2015 State Calendar of Events. Insert your Meeting and Project Dates accordingly)
JANUARY 2015
JULY 2015
9
9
4
5
TBD
31
21
28
31
31
DEADLINE – POC/PMG and Individual Award Submissions
DEADLINE – Year-End SPE/Areas of
Opportunity/Giessenbier Submissions
Close-Out - January new / February renewals
CLC DEADLINE – Final Civic Leadership Certification/Blue
Chip Submissions for 2014
CLC DEADLINE – Update Membership Database with Chapter
President’s Contact Information.
CLC DEADLINE – Conduct A Board Training
Independence Day – Service Center Closed
DEADLINE – Individual Award Submissions
Planning Board / Candidates Announcements in Springfield
CLC DEADLINE – 2nd Qtr. Chapter Plan Evaluations Due
AUGUST 2015
31
TBD
FEBRUARY 2015
DEADLINE-2nd Quarter Chapter Plan Evaluations Due
DEADLINE-2ND Trimester Award Submissions Due-Individual
Awards, PMG’s and POC
SEPTEMBER 2014
1
6-8
14
16
28
28
28
DEADLINE – TOYP Nominations
Winter GA/LOTS/Year-End Awards Banquet in Decatur
Leadership Training University-St. Louis
Poker Fundraiser
CLC DEADLINE – Chapter Plans Due
CLC DEADLINE – Attend a State or National Officer Training
or Webinar
CLC DEADLINE—Initial Submission due
7
TBD
24-26
30
Labor Day – Service Center Closed
Fall GA / Elections, Location TBD
U.S. Jaycees Annual Meeting- Houston, Texas
3rd Quarter Close-Out
OCTOBER 2015
31
CLC DEADLINE – 3rd Qtr. Chapter Plan Evaluations Due
MARCH 2015
1
TBD
26-29
31
DEADLINE – 2013 Camp New Hope camper registrations /
sponsorships
State Bowling
National Convention- Nashville, TN
1st Quarter Close-Out
NOVEMBER 2015
3-8
JCI World Congress
30
3rd Quarter Chapter Plan Evaluations Due
30
4th Quarter Close-Out
DECEMBER 2015
APRIL 2015
31
3-5
10
JANUARY 2015
17-18
17-19
TBD
30
30
Easter Weekend
DEADLINE---1st Trimester Award Submissions Due-Individual
Awards, PMG’s and POC
Peoria Jaycees International Beer fest
Mid-America Institute Meeting in Chicago
Illinois Jaycees GALS in Springfield
CLC DEADLINE-Conduct meeting with government official
CLC DEADLINE – 1st Qtr. Chapter Plan Evaluations Due
8
8
DEADLINE – Early camper registrations/sponsorships to
Camp New Hope for 2016 season
DEADLINE – POC/PMG and Individual Award Submissions
for Third Trimester
DEADLINE – Year-End SPE/Areas of
Opportunity/Giessenbier Submissions
THESE DATES ARE SUBJECT TO CHANGE DEPENDING
ON DATE OF WINTER GA!
MAY 2015
1-3
16
25
Spring GA / TOYP Honors Banquet in Peoria
Camp New Hope Clean-Up Weekend / State Camp-Out
Memorial Day – Service Center Closed
FEBRUARY 2015
28
28
CLC DEADLINE – 4th Qtr. & Year End Chapter Plan
Evaluations Due
CLC DEADLINE – CLC Annual Report Due
JUNE 2015
5-8
30
U.S. Jaycees National Summit-Washington D.C.
2nd Quarter Close-Out
Anytown Jaycees Plan of Action 2015
Page 24
Attachments:
Delete this page, or provide a separating Title Page/Index for Attached Documents. You can list the page
as “Appendix” and provide a list of contents. In your Table of Contents, all you would have to list is
“Appendix” and refer to this page number. If you forgo the Appendix/Index on this page, then list the
documents attached individually in your Table of Contents.
ATTACH THE FOLLOWING DOCUMENTS:
 Chapter Constitution & Bylaws
 Chapter Incorporation (A copy of your chapter’s incorporation papers)
 Liability Insurance (A copy of your Insurance Policy Notice)
Optional Attachments:
 Member Survey or Survey Results
 A screen shot or copy of tax form 990 completed
 Copies of General Meeting Minutes/Agendas
 Copies of Monthly communications (Newsletters, Electronic communications,
etc.)
 Screen shots of Chapter website updates (monthly)
 Screen shots of Chapter Facebook page
 Provide sign in sheets or copies of PMGs for proof of any projects required by
the CLC Program
 Sign in sheets for Region Events provided by your Region for proof of
attendance
 Any other documents you use to plan your year
 Year-End Reporting which includes:
o Summary and evaluation letter from the President
o Final Budget
Anytown Jaycees Plan of Action 2015
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Additional Resources:
Here is a list of goals to help you in your planning process. Cut and paste these under each Area of
Opportunity if you use them. Otherwise, delete these pages. These lists are not comprehensive. You
may add or delete goals as you see fit.
Business Area of Opportunity
• To conduct ____ public relations projects
• To participate in ____ parades
• To run ____ PSAs on television/cable access/radio
• To appear in the local newspaper at least _______ a month
• To create/update the chapter’s brochure
• To create/update the chapter’s website (update at least once a month)
• To produce a chapter newsletter once a month
• To meet all submission deadlines for the USJC CLC program
• To conduct evaluations of the chapter plan within 30 days of the end of each quarter
• To submit ____ Mid-Year Evaluation
• To submit ____ Annual Report
• To conduct ____ Project Management Guide (PMG) trainings
• To conduct ____ Single Project Entry (SPE) trainings
• To get completed community surveys from ____ members of our community
• To review and renew chapter insurance policy
• To file incorporation papers
• To file taxes
• To provide monthly breakdown of cash and accounts receivable
• To provide ____ written financial reports to the general membership
• To conduct ____ ways and means projects with a total net profit of $__________
• To end the year with $________ in the bank
• To become a member/renew membership with local Chamber of Commerce
• To have ____ local business members speak at General Membership meetings
• To conduct ____ Entrepreneurs Program modules
• To conduct ____ Value Investing seminars
• To conduct ____ Career Advancement trainings
• To conduct ____ other business opportunities projects
Anytown Jaycees Plan of Action 2015
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Individual Area of Opportunity
• To conduct ____ financial planning projects
• To conduct ____ personal skills projects
• To conduct ____ family life projects
• To conduct ____ spiritual development projects
• To have ____ members compete in Local/Regional/State Speak-Up Competition
• To have ____ members compete in Local/Regional/State Write-Up Competition
• To have ____ members compete in Armbruster/Brownfield Competition
• To have ____ members compete in Jaycee Debate Competition
• To conduct ____ Chairperson trainings
• To have ____% of officers attend state/region-sponsored training (i.e.: LOTS, ROTS)
• To conduct ____ Parliamentary Procedure trainings
• To conduct ____ member surveys
• To get completed membership surveys from ____% of our members
• To conduct ____ new member orientations
• To advance ____% of the membership one or more Degrees in the Passport to Civic Leadership
program
• To retain ______% of the membership
• To provide incentives to members for recruiting
• To conduct quarterly recruitment drives
• To set up ____ membership booths at various community functions
• To conduct ____ corporate sponsorship meetings/projects
• To create a membership packet
• To create a letter welcoming new members to chapter
• To complete _____ internal extensions
• To complete _____ new chapter extensions
• To hold ____ socials
• To conduct a chapter awards program
• To conduct _______ chapter visitations
• To participate in ____ Region events
• To participate in ____ State events
• To conduct a once-a-month Board of Directors meeting
• To conduct a once-a-month General Membership meeting
• To provide agendas for __________ Board of Directors meetings (minimum of twelve)
• To provide agendas for __________ General Membership meetings (minimum of twelve)
• To record and distribute minutes for _______ Board of Directors meetings (minimum of twelve)
• To record and distribute minutes for _______ General Membership meetings (minimum of twelve)
Anytown Jaycees Plan of Action 2015
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Community Area of Opportunity
• To conduct ____ youth projects
• To conduct ____ underprivileged projects
• To conduct ____ elderly projects
• To conduct ____ community improvement projects
• To conduct ____ community fundraising projects raising $____________
• To conduct ____ governmental involvement project(s) during the year
• To conduct ____ visitations to City Council meetings
International Area of Opportunity
• To conduct ____ state involvement projects
• To conduct ____ national involvement projects
• To conduct ____ international involvement projects
Anytown Jaycees Plan of Action 2015
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