ELC Visit Guide

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ELC Visit Guide
a Lambda Chi Alpha resource
Brother High Alpha:
As you begin your preparations for the Fall semester, it is my privilege to inform you of your upcoming
Educational Leadership Consultant visit. Within the next few weeks, your consultant will contact you to
finalize plans for his visit. You will also receive a letter detailing those things which the chapter/colony
should provide to support the consultant during his visit (i.e.: food, lodging, linens, etc.). Please know that
your consultant is ready and willing to assist you no matter the challenges.
The purpose of an Educational Leadership Consultant’s visit is twofold: to assess all aspects of a
chapter/colony’s operations; and to provide guidance and support for improving those operations so that
they are consistent with Lambda Chi Alpha’s established standards. The ELC Visitation Guide contains all
of the information you will need to prepare for a successful visit. As High Alpha, it is your responsibility to
ensure that each officer of your High Zeta receives the appropriate documents from this packet and
completes them prior to meeting with the ELC. The information in this guide includes a meeting schedule,
expectations for the ELC visit, individual Tactical Operations Guides, and handouts for each of your
officers.
Having completed Lambda Chi Alpha’s rigorous and demanding ELC training and development program,
your consultant possesses myriad resources which can help make your chapter/colony as strong as
possible. The best way to utilize your ELC’s expertise is to maintain an open line of communication,
throughout the semester, with your consultant. Remember, your ELC is there to help you and your
chapter/colony to be successful, take advantage of his knowledge and experience. If your consultant is not
assisting you, please do not hesitate to contact me directly.
Lambda Chi Alpha takes great pride in the professional competence of it’s consultants. Not every fraternity
has a consultant group that is held to such high standards of organizational training and personal conduct,
but such is Lambda Chi Alpha’s commitment to the well-being of its chapters and colonies that it invests in
the development of such men and then makes them available to every chapter and colony every semester.
Currently maintaining a traveling staff of ten consultants, the General Fraternity is proud to offer your
chapter/colony the vast knowledge and understanding of Lambda Chi Alpha through these Brothers.
On behalf of the General Fraternity, thank you for the work that you do for your chapter/colony and for the
brotherhood of Lambda Chi Alpha.
Yours in ZAX,
Chase Simpson
Associate Director of Chapter Services
1
LAMBDA CHI ALPHA FRATERNITY ELC SCHEDULE
This schedule of officer conferences with the educational leadership consultant should be prepared before the ELC arrives and given to him
immediately upon his arrival. Non-officers are welcome to sign up for a meeting with the ELC as time permits. Please be sure to bring all requested
materials as described on the officer information sheet.
Meetings should each be one hour, but may begin on the half-hour if
need be.
School:
Zeta/#:
Time/Day
Day One
ELC:
Day Two
Dates:
Day Three
Day Four
8:00 am
8:30 am
9:00 am
9:30 am
10:00 am
10:30 am
11:00 am
11:30 am
12:00 pm,
12:30 pm
1:00 pm
1:30 pm
2:00 pm
2:30 pm
3:00 pm
3:30 pm
4:00 pm
4:30 pm
5:00 pm
5:30 pm
6:00 pm
6:30 pm
7:00 pm
7:30 pm
8:00 pm
8:30 pm
9:00 pm
9:30 pm
10:00 pm
High Alpha
High Beta
High Theta
High Gamma
High Tau
High Iota
High Kappa
High Delta
High Phi
High Sigma
High Epsilon
High Rho
House Manager
High Zeta
Executive Committee
Greek adviser
House Corporation
High Pi
Meals
Chapter Meeting
Standards Chairman
***Every Officer MUST bring a writing utensil, notebook, Officer Manual, and Operations Guide to their meeting with the ELC!***
2
Expectations for the Visit
From the Chapter
Have a minimum of 80% of attendance at the opening and closing meetings.
All officers need to have all relevant material i.e. paper, pen, goal sheet, manual, questions.
All the meals need to be provided for the consultant while onsite.
Sleeping arrangements need to be made, preferably in a clean environment.
A list of the officers names, emails, and phone numbers.
Let the ELC know what they can focus on for the visit.
A Greek Advisor meeting during the visit, preferably the second day onsite.
For the ELC
They will be onsite the first day by 5:00 PM
Professionalism at all times with their dress, manners, promptness and attitude.
They will be prepared to answer any question or they will put you in touch with someone who can.
The report will be provided to you no later than a week after the visit.
Continual communication throughout the semester.
They will provide the chapter with any resources that is needed.
3
High Alpha
An Officer Portal Account will have already been created before the ELC visit.
You will bring a writing utensil, notebook, High Alpha Manual, and Operations Guide to your meeting with the
ELC.
You will bring the completed ELC Packet with you to your ELC meeting.
Please bring the chapter Bylaws.
You will need to bring the chapters SWOT analysis.
The information of the chapter’s membership that went to conclave and summer conference.
QUESTIONS TO ASK THE ELC:
1.
2.
3.
_
_
_
4
High Alpha Cont.
5
Experience
Describe one challenging experience
that you have encountered in the
chapter or with this office. How did
you approach/address the situation?
Reflection
Make Meaning
What was the most challenging about the experience? Was
it rewarding? Why or why not?
What did the experience teach you about yourself as a person? As a
Leader? As a Brother? As a Professional?
What will you take from this experience to apply to future leadership
roles/organizations?
Share with Your ELC!
High Beta
An Officer Portal Account will have already been created before the ELC visit.
You will bring a writing utensil, notebook, High Beta Manual, and Operations Guide to your meeting with the
ELC.
A list of every member and their extracurricular participation will be brought to your ELC meeting.
You will bring the completed ELC Packet with you to your ELC meeting.
Bring a printed out copy of your committee structure and how it operates within the chapter to the ELC
meeting.
QUESTIONS TO ASK THE ELC:
1.
2.
3.
_
_
_
6
Experience
Describe one challenging experience
that you have encountered in the
chapter or with this office. How did
you approach/address the situation?
Reflection
Make Meaning
What was the most challenging about the experience? Was
it rewarding? Why or why not?
What did the experience teach you about yourself as a person? As a
Leader? As a Brother? As a Professional?
What will you take from this experience to apply to future leadership
roles/organizations?
Share with Your ELC!
High Theta
An Officer Portal Account will have already been created before the ELC visit.
You will bring a writing utensil, notebook, High Theta Manual, and Operations Guide to your meeting with the
ELC.
You will bring the completed ELC Packet with you to your ELC meeting.
Please bring all your ideas and strategies about NAFD, Watermelon Bust, Teeter-Totter, etc…
Please bring all your ideas about PR strategies and agendas if the chapter has an External Committee.
QUESTIONS TO ASK THE ELC:
1.
2.
3.
_
_
_
7
Experience
Describe one challenging experience
that you have encountered in the
chapter or with this office. How did
you approach/address the situation?
Reflection
Make Meaning
What was the most challenging about the experience? Was
it rewarding? Why or why not?
What did the experience teach you about yourself as a person? As a
Leader? As a Brother? As a Professional?
What will you take from this experience to apply to future leadership
roles/organizations?
Share with Your ELC!
High Gamma
An Officer Portal Account will have already been created before the ELC visit.
You will bring a writing utensil, notebook, High Gamma Manual, and Operations Guide to your meeting with the
ELC.
You will bring the completed ELC Packet with you to your ELC meeting.
You will bring the completed supplemental document of High Gamma information to your ELC meeting.
You will bring the most recently updated version of your chapter’s bylaws to the ELC meeting.
QUESTIONS TO ASK THE ELC:
1.
2.
3.
_
_
_
8
High Gamma Information
**MUST BE COMPLETED BEFORE YOUR CONSULTANT MEETING**
Please take the time to document the current figures before your meeting begins, and please bring the
current chapter membership information to the meeting with you:
Chapter:
Chapter Website _________________________
Associate Members:
Freshmen _________________________
Sophomores _________________________
Juniors
_________________________
Seniors
_________________________
Initiated Brothers:
Freshmen _________________________
Sophomores _________________________
Juniors
_________________________
Seniors
_________________________
Associations in Semester _________________________
Disassociations in Semester _________________________
Initiations in Semester
_________________________
Graduating Seniors
_________________________
Last Initiated Brother and Zeta Number
_________________________
Institution
Enrollment
_________________________
Males
_________________________
Females
_________________________
Number of NIC Groups
_________________________
Average Chapter Size
_________________________
Largest Chapter Size
_________________________
Number of Colonies
_________________________
Academic Calendar (Semesters, Trimesters, or Quarters) _________________________
Recruitment Type (Open, Formal, or Formal – Deferred) _________________________
9
Experience
Describe one challenging experience
that you have encountered in the
chapter or with this office. How did
you approach/address the situation?
Reflection
Make Meaning
What was the most challenging about the experience? Was
it rewarding? Why or why not?
What did the experience teach you about yourself as a person? As a
Leader? As a Brother? As a Professional?
What will you take from this experience to apply to future leadership
roles/organizations?
Share with Your ELC!
High Tau
An Officer Portal Account will have already been created before the ELC visit.
You will bring a writing utensil, notebook, High Tau Manual, and Operations Guide to your meeting with the
ELC.
You will bring the completed ELC Packet with you to your ELC meeting.
You will bring the completed supplemental document of financial information to your ELC meeting.
You will bring a copy of your budget, receipts, completed 990 tax form, and any other documents you have
related to the office to your ELC meeting.
QUESTIONS TO ASK THE ELC:
1.
2.
3.
_
_
_
10
High Tau Chapter Finances
**MUST BE COMPLETED BEFORE YOUR CONSULTANT MEETING**
Please take the time to document the current figures before your meeting begins, and please bring the
current chapter budget to the meeting with you:
Chapter:
Checking Account Balance
________________________
Savings Account Balance
________________________
Cash on Hand (Petty cash/checks not deposited)
________________________
Annual Budget (Total income for entire year)
________________________
Accounts Receivable:
Current (Dues still not collected from this term)
________________________
Past Due (Dues not collected from previous terms)
________________________
Accounts Payable:
(To General Fraternity)
Current (Total still not paid from this term)
________________________
Past Due (Total not pad from previous terms)
________________________
Chapter Dues:
Active/Brother
________________________
Associate Member
________________________
House Room/Board (If Applicable)
________________________
Has the chapter been audited? (Yes or No)
________________________
Name/title of your accountant?
________________________
Employee Identification Number (EIN)
________________________
Filed a 990 tax form for the previous year? (Yes or No)________________________
If yes, what date was it filed?
House Corporations: (Contact the alumni if necessary)
________________________
Checking Account Balance
________________________
Savings Account Balance
________________________
Chapter’s Reserve Fund Balance
________________________
11
Experience
Describe one challenging experience
that you have encountered in the
chapter or with this office. How did
you approach/address the situation?
Reflection
Make Meaning
What was the most challenging about the experience? Was
it rewarding? Why or why not?
What did the experience teach you about yourself as a person? As a
Leader? As a Brother? As a Professional?
What will you take from this experience to apply to future leadership
roles/organizations?
Share with Your ELC!
High Iota
An Officer Portal Account will have already been created before the ELC visit.
You will bring a writing utensil, notebook, High Iota Manual, and Operations Guide to your meeting with ELC.
You will bring the completed ELC Packet with you to your ELC meeting.
You will bring your completed Event Planning Forms over the past year to the ELC meeting.
You will bring your chapter’s Crisis Management Plan to the ELC meeting.
You will bring documentation of your last facility inspection and fire drill to the ELC meeting.
QUESTIONS TO ASK THE ELC:
1.
2.
_
_
3.
_
12
Experience
Describe one challenging experience
that you have encountered in the
chapter or with this office. How did
you approach/address the situation?
Reflection
Make Meaning
What was the most challenging about the experience? Was
it rewarding? Why or why not?
What did the experience teach you about yourself as a person? As a
Leader? As a Brother? As a Professional?
What will you take from this experience to apply to future leadership
roles/organizations?
Share with Your ELC!
High Kappa
An Officer Portal Account will have already been created before the ELC visit.
You will bring a writing utensil, notebook, High Kappa Manual, and Operations Guide to your meeting with the ELC.
You will bring the completed ELC Packet with you to your ELC meeting.
Please bring the entire schedule of the AM process and be ready to discuss each event.
Please bring the requirements for the Big Brother Contracts and Requirements.
Any material that is used during the AM process and how The Learning Model is implemented.
QUESTIONS TO ASK THE ELC:
1.
2.
3.
_
_
_
13
High Kappa Information
**MUST BE COMPLETED BEFORE YOUR CONSULTANT MEETING**
Please describe the chapter experience you offered for each Core Value
Loyalty: ____________
_
_
_
_
_
Duty: ____________
_
_
_
_
_
Respect: ____________
_
_
_
_
_
Service and Stewardship: ___
_
_
_
_
_
Honor: ____________
_
_
_
_
_
Integrity: ____________
_
_
_
_
_
Personal Courage: ____________
_
_
_
_
_
What event do you feel was most meaningful to the Associates? To the Brothers?:
_
_
14
_
_
_
_
Experience
Describe one challenging experience
that you have encountered in the
chapter or with this office. How did
you approach/address the situation?
Reflection
Make Meaning
What was the most challenging about the experience? Was
it rewarding? Why or why not?
What did the experience teach you about yourself as a person? As a
Leader? As a Brother? As a Professional?
What will you take from this experience to apply to future leadership
roles/organizations?
Share with Your ELC!
High Delta
An Officer Portal Account will have already been created before the ELC visit.
You will bring a writing utensil, notebook, High Delta Manual, and Operations Guide to your meeting with the ELC.
You will bring the completed ELC Packet with you to your ELC meeting.
You will bring your recruitment calendar and plans with you to the ELC meeting.
QUESTIONS TO ASK THE ELC:
1.
2.
3.
_
_
_
15
Experience
Describe one challenging experience
that you have encountered in the
chapter or with this office. How did
you approach/address the situation?
Reflection
Make Meaning
What was the most challenging about the experience? Was
it rewarding? Why or why not?
What did the experience teach you about yourself as a person? As a
Leader? As a Brother? As a Professional?
What will you take from this experience to apply to future leadership
roles/organizations?
Share with Your ELC!
High Phi
An Officer Portal Account will have already been created before the ELC visit.
You will bring a writing utensil, notebook, High Phi Manual, and Operations Guide to your meeting with the ELC.
You will bring the completed ELC Packet with you to your ELC meeting.
Please bring the entire schedule of the education programs that you implement and be ready to discuss each program.
Please bring your ideas of all programs that you want to implement.
Have available and complete the form for the chapter GPA and university statistics.
QUESTIONS TO ASK THE ELC:
1.
2.
3.
_
_
_
16
High Phi Information
**MUST BE COMPLETED BEFORE YOUR CONSULTANT MEETING**
Please describe the chapter Pre-Initiation (Pre-I) Experiences
What is the involvement of Big Brothers in Pre-I: ____________
_
_
_
_
_
_
_
_
_
__
_
_
_
_
_
Describe the experiences that make up Pre-I: ____________
_
_
____________
____________
____________
____________
____________
____________
____________
____________
_
_
_
_
_
_
_
_
_
_
_
What/if any changes are you making to the previous Pre-I?: _________
____________
____________
____________
____________
____________
____________
____________
What event do you feel was most meaningful to the Associates? To the Brothers?:
_
_
_
_
_
17
___
_
_
_
_
_
_
_
_
_
_
_
_
_
_
Experience
Describe one challenging experience
that you have encountered in the
chapter or with this office. How did
you approach/address the situation?
Reflection
Make Meaning
What was the most challenging about the experience? Was
it rewarding? Why or why not?
What did the experience teach you about yourself as a person? As a
Leader? As a Brother? As a Professional?
What will you take from this experience to apply to future leadership
roles/organizations?
Share with Your ELC!
High Sigma
An Officer Portal Account will have already been created before the ELC visit.
You will bring a writing utensil, notebook, High Sigma Manual, and Operations Guide to your meeting with the ELC.
You will bring the completed ELC Packet with you to your ELC meeting.
Please bring the entire schedule of the education programs that you implement and be ready to discuss each program.
Please bring your ideas of all programs that you want to implement.
Have available and complete the form for the chapter GPA and university statistics.
AM GPA: ____________
Active GPA: ___________
Chapter GPA: __________
All Male Campus GPA: __________
Chapter Rank ____ out of ______ Fraternities
QUESTIONS TO ASK THE ELC:
1.
2.
3.
_
_
_
18
Experience
Describe one challenging experience
that you have encountered in the
chapter or with this office. How did
you approach/address the situation?
Reflection
Make Meaning
What was the most challenging about the experience? Was
it rewarding? Why or why not?
What did the experience teach you about yourself as a person? As a
Leader? As a Brother? As a Professional?
What will you take from this experience to apply to future leadership
roles/organizations?
Share with Your ELC!
High Epsilon
An Officer Portal Account will have already been created before the ELC visit.
You will bring a writing utensil, notebook, High Epsilon Manual, and Operations Guide to your meeting with the ELC.
You will bring the completed ELC Packet with you to your ELC meeting.
You will bring your completed Event Planning Forms to the ELC meeting.
You will bring a printed out document that reviews all social events you have held to date and all scheduled events that
are upcoming.
QUESTIONS TO ASK THE ELC:
1.
2.
3.
_
_
_
19
Experience
Describe one challenging experience
that you have encountered in the
chapter or with this office. How did
you approach/address the situation?
Reflection
Make Meaning
What was the most challenging about the experience? Was
it rewarding? Why or why not?
What did the experience teach you about yourself as a person? As a
Leader? As a Brother? As a Professional?
What will you take from this experience to apply to future leadership
roles/organizations?
Share with Your ELC!
High Rho
An Officer Portal Account will have already been created before the ELC visit.
You will bring a writing utensil, notebook, High Rho Manual, and Operations Guide to your meeting with the ELC.
You will bring the completed ELC Packet with you to your ELC meeting.
Please bring the entire schedule of the alumni events that you implement and be ready to discuss each event.
Please bring your newsletter and questions about it.
QUESTIONS TO ASK THE ELC:
1.
2.
3.
_
_
_
20
Experience
Describe one challenging experience
that you have encountered in the
chapter or with this office. How did
you approach/address the situation?
Reflection
Make Meaning
What was the most challenging about the experience? Was
it rewarding? Why or why not?
What did the experience teach you about yourself as a person? As a
Leader? As a Brother? As a Professional?
What will you take from this experience to apply to future leadership
roles/organizations?
Share with Your ELC!
Executive Committee
You will bring a writing utensil, notebook, Executive Committee Manual, and Operations Guide to your meeting with the
ELC.
You will bring the completed ELC Packet with you to your ELC meeting.
Please bring any minutes from previous Executive Committee Meetings.
QUESTIONS TO ASK THE ELC:
1.
2.
3.
_
_
_
21
Experience
Describe one challenging experience
that you have encountered in the
chapter or with this office. How did
you approach/address the situation?
Reflection
Make Meaning
What was the most challenging about the experience? Was
it rewarding? Why or why not?
What did the experience teach you about yourself as a person? As a
Leader? As a Brother? As a Professional?
What will you take from this experience to apply to future leadership
roles/organizations?
Share with Your ELC!
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