Save the completed report using Committee title and date ( example: WASFAA_JRSMLI_Oct_2.doc ).
Submit your report via email to the WASFAA Executive Council listserv and post a copy to the Committee
webpage on the WASFAA website.
Quarterly WASFAA Committee Chair Report
Executive Council Meeting Date
February, 2015
Executive Council Meeting Location
Las Vegas, NV
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
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Quarterly WASFAA Committee Chair Report
Committee Goals
Specific Committee Goals(Include progress
toward goals and measurement of success.)
1.
2.
3.
Increase participation by 5%
Increase number of scholarship recipients to 3
Obtain a minimum of one attendee from each member state
Summary of Committee Activities for the Quarter
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.
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
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Quarterly WASFAA Committee Chair Report
WASFAA Strategic Plan for guidance.)
Were not able to meet first goal even with as much advertising
Succeeded EC authorized four scholarships
We were able to get someone from each state with the exception of Alaska and Oregon.
I would continue to strive for an increase in the number of recipients and to get at least one attendee from each state. I
would 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.
Budget Information
Approved Budget
$18,000
Budget Expenditures to Date
1.
2.
3.
1,973.50
6,534.24 final and total bill from the Handlery
TOTAL = $8,507.74
Income $9080 – Expenses $8,507.74 = $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. * Scholarship recipients
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Quarterly WASFAA Committee Chair Report
Calendar of Events/Timelines
Date
Committee Member
Responsible (if
Description
applicable)
6-2014
Kay Soltis, Chair
6-14
All Committee
Members
9-14
Chair
10-14
Chair/Committee
Members
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
3 announcements about MLI
1 article concerning MLI
3 announcements about MLI
MLI Flyers for President to use at State Conferences
Template was provided to faculty
All presentations submitted
Secure guest speakers
11-14
Chair – Kay
All 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
12-14
Chair & Committee
All final expenses were submitted for reimbursement as well
as the final bill from the Handlery. Based on our numbers we
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Quarterly WASFAA Committee Chair Report
members
made less income than projects but expenses were keep down
as well so we had a small net revenue.
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