Save the completed report using Committee title and date ( example: WASFAA_JRSMLI_Apr_14.doc ).
Submit your report via email to the WASFAA Executive Council listserv and post a copy to the Committee
webpage on the WASFAA website.
YEAR-END WASFAA Committee Chair Report
Executive Council Meeting Date
April 11 – April 12, 2015
Executive Council Meeting Location
Harrah’s Resort Southern California, Valley Center, CA
Committee Information
Committee Name
Jerry R. Sims Managements and Leadership Institute
Chair(s) (Name, Place of Employment, State)
Kay W. Soltis, Pacific Lutheran University, Tacoma, WA
Committee Members (Name, Place of
*Edwards, Jack, Stanford University - Graduate
School of Business, CA
Hughes, Laura, Lewis-Clark State College Lewiston, ID
San Agustin, Mary S, Palomar College, CA
Employment, State) Please put an asterisk next to
first-time committee members.
Committee Goals
Strategic Plan Goals that are being met (check all that apply)
Goal 1: Leader in providing training and professional development
Goal 2: Maintain the long-term financial stability of WASFAA
Goal 3: Assess & monitor the performance of WASFAA & make strategic
adjustments
Goal 4: Increase the participation of members in WASFAA activities
Goal 5: Continually improve methods & processes for communicating with
members
Goal 6: Consolidate and communicate the public policy positions of aid
administrators
Goal 7: Maintain and enhance the diversity of our membership and Executive
Council
Goal 8: Collaborate and coordinate with other organizations and associations
Specific Committee Goals (Include progress
toward goals and measurement of success.)
1.
2.
3.
4.
5.
Increase participation by 5%
Increase number of scholarship recipients to 3
Obtain a minimum of one attendee from each member state
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YEAR-END WASFAA Committee Chair Report
This year’s event was successful but it
did not meet its specific goal1and 3.
We advertised more but we did not
increase our attendees and in fact the
numbers went down. This could be
attributed to the institute being held in
the same location as last year.
We were two shy of having a member
from each state/region (Alaska and
Oregon). However, next year an
announcement should go out to each
state/region communication channel to
encourage attendance.
Summary of Committee Activities
Contacted volunteers
Selected Faculty
Create agenda
Prepare information for web
Arrange for first meeting of committee
Assign sessions to faculty
Produce proposed budget for MLI and recommend fee for approval by Fiscal Planning and EC
2nd Quarter
Contact Guest speakers and secure their participation
Confirmed Tracey Fried and Erin Milligan-Hill participation
Sent multiple marketing announcements to secure participation (12 announcements)
Get final project to printers for duplication
Sent list of attendees to Hotel
Review BEO’s and identify Audio/Visual needs
Arrange for stipend payments for guest speakers
Arrange for bags to be shipped to site from Archives Chair
Arrange for projector to be shipped to site
3rd Quarter
MLI was a success!
We had someone from every state expect for Alaska and Oregon. The post-assessments were excellent with the attendee
praising the scope of the training to the trainers. Another excellent JRS Management and Leadership Institute.
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YEAR-END WASFAA Committee Chair Report
Measures Tracking Tool Data Collection Information (Include required
Measures Tracking Tool data collection information to help determine progress toward Strategic
plan goals/activities that are the responsibility of your Committee. See Appendix F of the current
WASFAA Strategic Plan for guidance.)
1a we actually had a decrease, 14 attendees vs 18 last year
1b decrease no increase
1d Less participation however, post assessment evaluation stated the institute was good to excellent and again
recommended that more time given to personnel/human resources issues. Recommend more time for interaction.
Budget Information
Approved Budget
$18,000
Budget Expenditures to Date
1.
2.
3.
$1,973.50
$6,534.24
TOTAL = $8,507.74
Income $9,080 – Expenses $8,407.74 = $572.26 net
Event Information (complete if applicable per location)
Event Name
Jerry R Sims Management & Leadership Institute
Location
Handlery Hotel, San Diego, CA
Date
November 17 – 19, 2014
Number
Cost of
Registration
Subtotal
Attendees
10
$680/460
$6,360.00
Complimentary Registrations (if
4*
$680
$2,720.00
applicable – i.e., scholarship recipients)
Add more rows as needed for additional events.
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YEAR-END WASFAA Committee Chair Report
Suggestions for Future Committee Chair(s)
1.
2.
3.
4.
5.
6.
Move MLI to another location, recommend that it not be held in the same location as the prior year
Setting location prior to annual conference will allow for earlier marketing
Review curriculum/subjects to determine any modifications. Post assessments from this year appreciated the subject
matter, however, they wanted more time on personnel issues – this has been presented the last two years by a guest
presenter (Human Resource expert). Recommend guest speakers to present issues such as HR/personnel.
Another way to ensure participation from each state offer, one scholarship for each state.
Evaluate whether we offer MLI every other year instead of every year or run a track for advance or a
management/leadership level during Summer Institute.
Would continue to strive for an increase in the number of recipients and to get at least one attendee from each state
(above scholarship winners). Also recommend that a session be done on what kind of dashboards would be helpful
for the Financial Aid Director and/or their supervisor. Perhaps have an interactive session where you would break the
group up in to groups of 3 -5 attendees and give them an assignment like prepare for a Board of Regents, Presidents
Cabinet meeting and present on financial aid and you only have 10 minutes and see what each group comes up with
(outline would be fine). Another might be you are asked to give a testimony on the burden of consumerism
information/requirements or how the one loan concept affect your students. This would generate more interaction
between the attendees.
Calendar of Events/Timelines
Date
Committee Member
Responsible (if
Description
applicable)
6-2014
Kay Soltis, Chair
Contacted volunteers
Selected Faculty
Create agenda
Prepare information for web
Arrange for first meeting of committee
Assign sessions to faculty
Produce proposed budget for MLI and recommend fee for approval by Fiscal
Planning and EC
First meeting of the committee – discussion points:
Theme, logo
Timeline
Assignment of sessions
Agenda of sessions
Publicity/Marketing
Template
Printing of materials
6-14
All Committee
Members
9-14
Chair
3 announcements about MLI
1 article concerning MLI
Chair/Committee
Members
3 announcements about MLI
MLI Flyers for President to use at State Conferences
Template was provided to faculty
All presentations submitted
10-14
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YEAR-END WASFAA Committee Chair Report
Secure guest speakers
11-14
Chair and Committee
Members
2 announcements about MLI
2 e-mails to entire association advertising MLI
Submitted presentation for printing
Final preparations for MLI
-ordered bags and projector
-signed BEO’s for hotel
-secure give a ways for attendees
-secure stipend for guest speakers from treasurer
-prepare materials/bags for attendees
-pre-assessment
-commence institute
-post-assessment
12-14
Chair and Committee
Members
All final expenses were submitted for reimbursement as well
as the final bill from the Handlery. Based on our numbers we
made less income than projects but expenses were keep down
as well so we had a small net revenue.
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