2014-15 U-M Club Annual Report Club Name Club Location (e.g. North Indiana and SW Michigan) Report prepared by U of M Club of Central Florida Date Central Florida (Orlando) Club Region Cheryl Stevens Title June 30, 2015 (Metro, Region 5, etc.) Region 3 President General Directions Regarding Reporting Events Please list each event only once and in one category only (e.g., you must decide whether a social event that has a speaker and includes a silent auction is best considered a social event or a scholarship event—it should not be listed in both categories). You may, however, note in your description of the event that such event touched upon more than one category (e.g., in the “Athletic Events” category or in the “Scholarship Events” category, you might indicate: “At our NCAA tournament game-watching parties, we held 50/50 raffles, the proceeds of which went to our club’s scholarship fund”). If your club hosted similar, repetitive events such as a game-watching parties or happy hours, please list each type of event only once and indicate in the description the number of times it was held (e.g., “Hosted gamewatching parties at club sponsor bar for all twelve (12) U-M football games (20-50 attendees on average)”). Please do not include AAUM-organized events such as away-game events or the Go Blue tailgate in Ann Arbor, unless there was collaboration in planning and hosting with your club. If your club organized and/or participated in an event that was primarily organized or co-organized by another organization (e.g., U-M Office of Development, U-M Office of Undergraduate Admissions, U-M Athletic Department, U-M Black Alumni, alumni groups of the Ross School of Business or U-M Law School, another AAUM regional club, a Big Ten alumni group or consortium), please identify that organization and your club’s level of involvement in the particular event. I. BRAND PILLAR: Celebrate, by Keeping U-M Close and the Spirit Alive The University has an astounding list of accomplishments for which it is recognized around the world. Members are kept deeply engaged with and informed about the things that stir up passion and pride. 1. Please list all athletic and social events and activities that the Club organized and/or participated in from July 1, 2014 to June 30, 2015. Page 1 of 18 DATE 8/30 - 11/29, 2014 12/6 & 12/13, 2014 2/28/15 3/3/15 3/28/15 4/4/15 DATE 8/16/14 10/11/14 12/7/14 3/5/15 6/22/15 DESCRIPTION OF ATHLETIC EVENTS Examples: Sports Watching Parties, Outings to Sporting Events (U-M or other), Club Athletic Team Sponsorship NUMBER OF ALUMNI PARTICIPANTS & THEIR GUESTS EVENT PROCESSED USING AAUM REGISTRATION AND PAYMENT SERVICES (E-WEBSALES) Avg. 40/game ☐ Avg. 6/game ☐ 9 ☐ 20 11 6 ☐ X ☐ ☐ ☐ Football Game Watching Parties *Note that we have a raffle during every game watch to raise money for our scholarship fund Basketball Game watching parties Basketball game watch and Whirlyball game - We had planned a B1G Whirlyball tourney for this day but did not receive enough participation from other clubs… so we changed the event to a bball game watch and had an hour on the Whirlyball court for 4 fun games with all Michigan players U of M vs. Stetson Baseball Game Tigers Spring Training Game UM Football Spring Game watch party DESCRIPTION OF SOCIAL EVENTS Examples: Happy Hours, Hikes, Bowling, Holiday Parties, etc. Harvest Grape Stomp - Festival at a local winery located in the northernmost area of our club geography, winery tours, tastings, grape stomping competition, bands, food… family friendly event. Euchre Tournament - We raised some money for our scholarship fund and had a fun afternoon of playing cards prior to the evening game watch vs. Penn State Feast on the 50 - Annual event sponsored by Florida Citrus Sports at the Florida Citrus Bowl. We once again had a tent in the alumni village and had a meet/greet with Mike Keller (UM football '69-'71) and gave out maize and blue beads to all attendees who stopped by our tent. Downtown Orlando Happy Hour at newly opened World of Beer Crooked Can Brewery Tour - Private tour for our group and a happy hour after the tour. NUMBER OF ALUMNI PARTICIPANTS & THEIR GUESTS EVENT PROCESSED USING AAUM REGISTRATION AND PAYMENT SERVICES (E-WEBSALES) 16 ☐ 12 ☐ 54 ☐ 7 ☐ 15 ☐ ☐ Page 2 of 18 2. Over the past year, our club hosted at least one family-friendly event: (Check One) X Yes ☐ No If the answer to the question above is “yes”, please describe the family-friendly events, including the date and location of same: 8/16/14 Harvest Grape Stomp - Festival at the Lakeridge Winery. There was music all day, food vendors, tours, grape stomping competitions. There were many families in attendance enjoying the festivities. 12/7/14 Feast on the 50 - There is a children's play area and every booth in the alumni village either has a game or is giving out some kind of freebie (beads, fans, glow necklaces, etc). The event is all you can eat/drink and usually takes place entirely on the field of the Citrus Bowl (however, this year the alumni village was on the Party Plaza deck which was not ideal as it was very windy! 3. Describe below how your club has been “A-Maize-ing” in celebrating the U-M spirit over the past year, including holding any successful athletic or social events or building new programs that you were particularly proud of or that showcased your club’s innovative approach to building spirit. Please limit your response to 250 words. This year our club had an "A-Maize-ing" presence at the "Feast on the 50" event. We had a booth in the "alumni village" that featured a meet/greet with former U-M football player Mike Keller. We also placed 2nd overall in the "Spirit Competition"… with first place finishes in the Water Pong and Cornhole Challenges. And for the Fight Song portion of the competition we had a choreographed group presentation signing and using signs and we placed first in that as well. This was the first year that we placed in any event in the spirit competition. This event had a total attendance of over 3500 people and we had over 50 UM supporters stop by our booth. Page 3 of 18 II. BRAND PILLAR: Excel, by Accessing the Best Learning for Life University of Michigan alumni are lifelong learners whose education continues long after their student days. Members gain direct access to the University’s vast resources, from which they can obtain the knowledge they need and want at any point in their lives. 4. Please list all lifelong learning events and activities that the Club organized and/or participated in from July 1, 2014 to June 30, 2015. Do not include career/networking events in this category. DATE 11/8/14 11/16/14 11/19/14 12/8/14 2/21/15 DESCRIPTION OF LIFELONG LEARNING EVENTS Examples: Cultural/Educations Events such as Museum Tours, Music or Theatre Group Outings, Book Clubs, U-M Speakers, Local Lecture Series, Cooking Classes, etc. Orlando Philharmonic - Steven Jarvi (UM 2000) was competing for the position of Conductor and was the guest conductor for this performance. We secured a group rate on tickets and an invitation to the post-concert VIP reception for a meet and greet with Mr. Jarvi (side note: sadly he was not hired) Music at the Casa - Free concert and home tour at the Casa Feliz historic home in Winter Park, FL. A Good Old Fashioned Redneck Country Christmas - This play was written by a local U-M alumnus. She attended the performance with us and answered questions that we had about the play and play-writing process. Conversation with Mike Keller - Former U-M football player Mike Keller lives near our club geography and generously donated his time to come to town for 2 events. The turn-out was smaller than we'd hoped for but it was a pleasant conversation about his playing days for Bo and his current career as a "start up guru". He also promoted and signed copies of the book "Bo's Warriors". Morse Museum - This event was well-received last year so we made it an annual outing. One of our local alumnus is a docent and she led our group on a tour of this wonderful art museum. The event hosts generously donated free admission passes for the entire group. NUMBER OF ALUMNI PARTICIPANTS & THEIR GUESTS EVENT PROCESSED USING AAUM REGISTRATION AND PAYMENT SERVICES (E-WEBSALES) 10 X 5 ☐ 6 ☐ 10 ☐ 5 ☐ ☐ 5. Describe how your club has been “A-Maize-ing” in seeking out and holding learning events, webinars, or other development activities that enable alumni to take a fresh look at the world and leverage their special connection to UM. Please limit your response to 250 words. This year, we were fortunate enough to have a U-M friend in high places. World renowned conductor Steven Jarvi was chosen as a finalist for the Music Director position of the Orlando Philharmonic. We used our connection to Steven to create a cultural and learning event in one. Each of the Music Director finalists conducted a concert with the Orlando Philharmonic, and gave a pre-show lecture about the music and its history. Steven talked through the history and significance of each piece to be performed, and then we got to hear that history live. He even met with our entire group for photos at the post-concert reception. All the alumni who attended commented on how interesting the lecture was and how beautiful the music sounded. Page 4 of 18 III. BRAND PILLAR: Connect, and Harness the Power of the U-M Community Members understand that their membership keeps them connected to an extraordinary community of people who share their profound pride for Michigan and through which they can make a difference in the world. CAREER DEVELOPMENT & NETWORKING Career networking events and mentoring programs provide an opportunity for alumni to access the power of the Michigan community. 6. Please list all networking and career-related events and activities that the Club organized and/or participated in from July 1, 2014 to June 30, 2015. DATE Click here to enter a date. Click here to enter a date. Click here to enter a date. Click here to enter a date. Click here to enter a date. Click here to enter a date. Click here to enter a date. Click here to enter a date. DESCRIPTION OF CAREER/NETWORKING EVENTS Examples: Speed Networking, Student and/or Alumni Mentoring Programs, HR Professionals & Other Career-Oriented Speakers, etc. NUMBER OF ALUMNI PARTICIPANTS & THEIR GUESTS Click here to enter text. Click here to enter text. Click here to enter text. Click here to enter text. Click here to enter text. Click here to enter text. Click here to enter text. Click here to enter text. Click here to enter text. Click here to enter text. Click here to enter text. Click here to enter text. Click here to enter text. Click here to enter text. Click here to enter text. Click here to enter text. EVENT PROCESSED USING AAUM REGISTRATION AND PAYMENT SERVICES (E-WEBSALES) ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ MEMBERSHIP A strong membership reflects the effectiveness of the Alumni Association and clubs and provides crucial volunteer and financial resources. In conjunction with its upcoming bicentennial, U-M is in the midst of the Victors for Michigan campaign and all University units, including AAUM, are participating. One of the Association’s primary campaign goals is increasing Association membership. Increasing membership allows us to provide even more robust programming to our alumni, increased scholarships to current and prospective students, and an even stronger global alumni network. AAUM’s regional clubs will play a pivotal role in accomplishing this goal, and their enhanced participation in supporting AAUM’s membership efforts is vital to the campaign’s success. We appreciate your help. Page 5 of 18 7. Over the past year, our club has included information and/or graphics promoting the new club membership campaign (i.e. that clubs will directly receive back a percentage of each new membership they help acquire) via our listserv messages and social media channels on approximately the following number of occasions: ☐ 0 Occasions X 1-10 Occasions ☐ 11-25 Occasions ☐ 26+ Occasions 8. Over the past year, our club designated one or more leaders or volunteers to greet alumni at the entrance to all club events: (Check One) X Yes ☐ No 9. Over the past year, our club used Alumni Association “member” and “alumni” name tags at the following number of events: (Check One) ☐ 0 Events X 1-5 Events ☐ 6-10 Events ☐ 11+ Events 10. Over the past year, our club made Alumni Association membership materials available to participants at the vast majority of club events: (Check One) X Yes ☐ No 11. Over the past year, our club thanked members publicly at the vast majority of club events: (Check One) ☐ Yes X No 12. In the past year, our club hosted a welcome event tailored to newcomers to the club’s area – both recent grads and transplants. (To qualify, it must have been a standalone event, e.g., not combined with a game-watching party. (Check One) X Yes ☐ No If you answered yes, please list the date and describe the event: January 16, 2015 We hosted a new member welcome happy hour at The Hourglass Brewery in Longwood, FL. We had approximately 13 attendees… some new to the area, some new to the club, some old-timers who had not been to an event in a while. It was a fun, laid back event. 13. Over the past year, our club designated club leaders to welcome new alumni and introduce themselves to others at all of our events: (Check One) X Yes ☐ No 14. Over the past year, when there was a registration fee for a club event, our club charged members less than nonmembers for the following number of events: (Check One) ☐ 0 Events X 1-5 Events ☐ 6-10 Events Page 6 of 18 ☐ 11+ Events 15. Over the past year, our club hosted at least one event that was free for AAUM members where non-members were charged a fee: (Check One) X Yes ☐ No 16. All of our Club’s board members and officers have an active Alumni Association membership: (Check One) X Yes ☐ No 17. Apart from the information you provided above, please describe your club’s specific efforts to increase AAUM membership over the past year, and what, if any, unique benefits the club gave to members (e.g. hosting recruiting events; promoting membership in written and oral communications; offering tangible benefits to members at club events, such as a free appetizer or drink or a member-only giveaway): Our Communications director and our Membership Chair have been promoting Alumni Association membership using the UNITE code in both our e-blasts and via our club Facebook page. We also offered one free drink to any new member at our New Member Welcome event at the Hourglass Brewery. PUBLIC RELATIONS, PROMOTION AND SOCIAL MEDIA Enhancing the visibility of the University of Michigan and the Alumni Association within each club area is an important means through which we can engage alumni and allow them to harness the network of the great Michigan alumni community. 18. Over the past year, our club regularly collected alumni email addresses and forwarded them to the Association for inclusion in the Association’s database. (Check One) ☐ Yes X No; We collect email addresses on our event sign-in sheets and we add people to our listserv from those sheets… but we have not shared that information with AAUM. 19. Over the past year, our club’s listserv messages were typically sent to alumni: (Check One) ☐ Weekly ☐ Monthly If Other, Please Specify: We send weekly listserv messages during football season when we gather weekly. The rest of the year we send out event specific emails… no more than 5 per month (or weekly). 20. Over the past year, our club’s listserv messages utilized AAUM’s branded templates and graphics. (Check One) X Yes ☐ No 21. Over the past year, our club made regular submissions to the Association’s event calendar. (Check One) X Yes ☐ No 22. Our club website contains the following: X Yes ☐ Yes X Yes Information About Upcoming Events Information About Past Events Club Volunteer Opportunities with Descriptions Page 7 of 18 ☐ No X No ☐ No X Yes X Yes X Yes ☐ Yes ☐ Yes A List of Club Officers, Board Members, and Committees Club Bylaws Important U-M, Alumni Association and Internal Links Photos and Graphics (in addition to the graphic on the homepage) A Letter From Our Club’s President 23. Over the past year, our club website was typically updated: (Check One) ☐ No ☐ No ☐ No X No X No ☐ Weekly ☐ Monthly If Other, Please Specify: As needed (approx. 6 times over the year, or every other month) 24. Please indicate the names and current administrators of your social networking pages and groups below: OTHER SOCIAL MEDIA OUTLETS PAGE/GROUP NAME OR HANDLE ADMINISTRATOR(S) U of M Club of Central Florida Rachel Berman n/a n/a n/a n/a n/a n/a 25. Over the past year, our club frequently used graphics provided in the M+Box by Alumni Association staff in our communications: (Check One) ☐ Yes X No CLUB LEADER FORUM 26. Our club has at least one club officer and/or board member who is a registered user of AAUM’s Club Leader Forum. X Yes ☐ No 27. Describe how your club has been “A-Maize-ing” in seeking out and developing new opportunities for career development, working to recruit and engage new members, and promoting your organization through innovative means to members and the broader community. Please limit your response to 250 words. We are working hard to engage new members by diversifying our types of events and locations that events are held. It is a constant struggle in a club with a widespread geography like Central Florida. It is very difficult to please everyone with types of events or location. In an effort to help us narrow our focus on what/where people have interests we did an event survey this year. We sent out the survey link via our listserv e-blast in October and posted the link on our Facebook page as well. We also offered the opportunity in the survey to register to win a UM item of choice (t-shirt, Page 8 of 18 hat, beach towel, umbrella) if the respondent filled out their contact information (and about 60% did enter the prize drawing). The responses were both predictable and somewhat surprising and were a driving force in our event planning for the remainder of this year. Page 9 of 18 IV. BRAND PILLAR: Give Back, by Supporting our Communities, our Alumni, and the Future Leaders and Best. Association members value opportunities to give back through the Alumni Association because of their high sense of personal responsibility to support the University, each other and our society. STUDENT RELATIONS Representing and increasing awareness of the University of Michigan among prospective students, their parents, and their teachers, and supporting current University students are essential components of the Alumni Association’s partnership with the University of Michigan. 28. Please list all student-related events and activities that the Club organized and/or participated in from July 1, 2014 to June 30, 2015. DATE DESCRIPTION OF STUDENT RELATED ACTIVITIES/EVENTS Examples: Student Send-Off Parties & Admitted Student Receptions Hosted by the Club, Hosting Alternative Spring Break Students, Men or Women’s Glee Club, Solar Car Team, Student Interns, etc. NUMBER OF STUDENT PARTICIPANTS NUMBER OF ALUMNI PARTICIPANTS 8/10/14 Student Send Off Party 3 students + 5 family members 8 Click here to enter a date. Click here to enter text. Click here to enter text. Click here to enter text. AAUM’s Alumni Student Recruitment (ASR) Program 29. Does your club support the ASR program? (Check One) ☐ Yes X No ☐ N/A – We do not have an ASR program in our club area If the answer to the question above is “yes”, please answer the following questions: 30. Our club has an identified recruiting chairperson who is an active participant in the ASR program and is registered with the U-M Admissions Office: (Check One) ☐ Yes X No If “yes,” please identify the chairperson (including email address): 31. The ASRs in our club area are actively involved with the club’s board of directors in planning admitted student receptions and student send-off parties: (Check One) ☐ Yes X No ☐ N/A – We do not host these events COMMUNITY SERVICE Community service events are an opportunity for alumni to give back and support the local community where they live. 32. Please list all community service events and activities that the Club organized and/or participated in from July 1, 2014 to June 30, 2015. DATE November 2014 11/15/14 11/23/14 12/28/14 5/2/15 DESCRIPTION OF COMMUNITY SERVICE EVENTS Examples: Environmental Clean-Ups, Habitat for Humanity, Food Banks, Answering Phones at a Public TV Telethon, Participating in a Walk-A-Thon Hunger Bowl - Month long competition vs. OSU club to raise most food/funds for 2nd Harvest Volunteering at 2nd Harvest Food Bank - Our group sorted and cleaned donated food into "family boxes" for distribution. Volunteering at Houndhaven Homecoming - we volunteered to walk dogs available for adoption around and introduce them to attendees at this "homecoming" event held at this no-kill shelter. Citrus Float Build - Our group volunteered to put fruit on the floats for the Citrus parade. Unfortunately the task was completed before our scheduled shift so the event was cancelled by Florida Citrus Sports. We did this last year and the event was very wellreceived. We plan to sign up again in 2015 and will pick an earlier shift. Volunteering at 2nd Harvest Food Bank - This time around our group sorted food into categories for dissemination to separate areas. NUMBER OF ALUMNI PARTICIPANTS & THEIR GUESTS EVENT PROCESSED USING AAUM REGISTRATION AND PAYMENT SERVICES (E-WEBSALES) 30 ☐ 21 ☐ 7 ☐ 12 signed up ☐ 15 ☐ 33. Did your club participate in Michigan Alumni Community Service Day, i.e., host a community service event between April 18 and May 16, 2015: (Check One) X Yes & Date: May 2, 2015 (Volunteering at 2nd Harvest) ☐ No Page 11 of 18 SCHOLARSHIPS AND FUNDRAISING An accessible education is part of the University of Michigan’s mission. Club scholarships help ensure that top students will choose U-M over competitive institutions. Clubs that create and support regional scholarships provide an opportunity for alumni to give back to the University and support U-M students. 34. Does your club have a scholarship fund? ☐ Yes, solely through the U-M Office of Financial Aid X Yes, solely through one or more local financial institutions ☐ Yes, through both the U-M Office of Financial Aid and one or more local financial institutions ☐ No, our club does not have a scholarship fund If the answer to the question above is “yes”, please answer the following questions: 35. Our club website contains a scholarship section with the following information: How to Donate With a Link to the Association’s Donation Page History of Club Scholarship Award(s) Selection Criteria How to Apply Application Timetable Testimonials From Past Recipients Photos of Past Recipients X Yes ☐ Yes ☐ Yes X Yes X Yes ☐ Yes ☐ Yes ☐ No X No X No ☐ No ☐ No X No X No 36. Does your club thank alumni who donate to the club scholarship using lists provided to your club by AAUM: (Check One) ☐ Yes X No If all or part of your club scholarship fund is held at one or more local financial institutions, please answer the following questions: 37. Does your club or local institution receipt donations to the fund? (Check One) ☐ Yes X No 38. Who is the club’s contact for the scholarship fund (including email address): Treasurer: Jason Scott u.of.m.fan.jds@gmail.com (controls the bank account where the funds are held) Scholarship Chairs: Rob and Alicia Aylesworth 39. Which local financial institution(s) hold the scholarship funds: SunTrust 40. Please explain why some or all of your club scholarship funds are held at one or more local financial institutions (as opposed to U-M): We do not have the minimum required funds in our account ($10k) to establish an account at U-M. Page 12 of 18 41. If your club has a scholarship fund, did you award scholarships during the period of July 1, 2014 – June 30, 2015: (Check One) X Yes ☐ No 42. If you answered yes, please list the names, home addresses and scholarship amounts for scholarships awarded by your club during July 1, 2014 – June 30, 2015: STUDENT NAME HOME ADDRESS U-M ID # TOTAL AWARDED: SCHOLARSHIP AMOUNT $ 1,200.00 $ 600.00 $ 300.00 $100.00 $ 2,200.00 Note: All applicants to U-M are assigned a U-M ID number regardless of whether they ultimately attend. In order for AAUM to effectively interact with the U-M registrar’s office regarding club scholarship information, it is important that your club share with AAUM the U-M ID numbers of all its club scholarship recipients. 43. If you answered no, please explain why the club did not award scholarships during July 1, 2014 – June 30, 2015: n/a Scholarship fundraising events and activities provide an opportunity for alumni to give back to U-M students and the University. 44. Please list all scholarship events and activities that the Club organized and/or participated in from July 1, 2014 to June 30, 2015. DATE DESCRIPTION OF SCHOLARSHIP FUNDRAISING EVENTS/ACTIVITIES Examples: Scholarship Banquets, Potential Donor Receptions, Silent Auctions, Raffles, Phone-A-Thons, Golf Outings, Solicitation Letters, etc. NUMBER OF ALUMNI PARTICIPANTS & THEIR GUESTS EVENT PROCESSED USING AAUM REGISTRATION AND PAYMENT SERVICES 8/29 10/25/2014 Weekly raffles during Football game watch parties (minus November when our proceeds went to our "Hunger Bowl" vs. OSU) 20-30 weekly ☐ 45. What was the total amount of money raised in scholarship fundraising activities, including proceeds from club events dedicated to the scholarship fund, between July 1, 2014 and June 30, 2015: $1638.70 46. Describe how your club has been “A-Maize-ing” in creating opportunities for student scholarships and relationships, building and maintaining a proud tradition of community service, or developing new ways to engage with the greater community in your region. Please limit your response to 250 words. Page 13 of 18 On the scholarship front this year we made an effort to contact all of our accepted students individually by phone to congratulate them on their acceptance to UM and to inform them of our two scholarships available. This gave us a chance to personally educate the students about our local club and services that we provide, and talk to them about our experiences with the university. This proactive approach sparked fun and engaging conversations with local students. Because of these conversations, 100% of Central Florida's matriculating students applied for our alumni club's scholarship. Additionally, we are anticipating 100% participation in our annual student send-off party this coming July. Our club put a real focus on Community Service this year. We participated in our 2nd annual "Hunger Bowl" vs the local OSU alumni club. This is a month-long event that raises food and funds for Second Harvest Food Bank of Central Florida. We also hosted 2 volunteer events at the Second Harvest facility this year. This organization is a clearinghouse for donated food, providing supplies to more than 550 nonprofit agencies in six Central Florida counties. Additionally, we participated in a volunteer event at Houndhaven, Inc which rescues dogs and puppies from euthanasia at kill shelters. Page 14 of 18 V. CLUB OPERATIONS & BUSINESS MATTERS, Including Organizational Continuity & Leadership Development Creating opportunities for current and new leaders to develop is essential to ensuring that the club will have diversified ideas and be maintained beyond the participation of its current leaders. Moreover, maintaining a historical record of club activities and procedures ensures a necessary continuity to club operations. 47. Please list all organizational meetings conducted by the club from July 1, 2014 to June 30, 2015. DATE 8/10/14 10/8/14 11/24/14 1/22/15 3/23/15 5/4/15 6/29/15 DESCRIPTION OF ORGANIZATIONAL MEETINGS Examples: Annual Meeting, Other Board Meetings, New Volunteer Meetings, Planning Retreat, etc. Annual Meeting / Election In Person Board meeting Call-in Board meeting In Person Board meeting Call-in Board meeting with Special guest Brenda Mokris In Person Board meeting Call-in Board meeting NUMBER OF ALUMNI PARTICIPANTS 20 7 7 6 7 8 7 48. During the past year, our club hosted an annual meeting to which all club members were invited: (Check One) X Yes ☐ No If so, when was this meeting held: 8/10/14 49. During the past year, our club hosted a planning meeting to discuss a schedule of activity for the upcoming year and how it will utilize club funding: (Check One) ☐ Yes X No If so, when was this meeting held: Click here to enter a date. 50. During the past year, our club maintained written minutes of all of its meetings and shared them with club leaders: (Check One) X Yes ☐ No 51. During the past year, our club sent copies of our board meeting minutes to Regional Relations staff for archiving following our board meetings: (Check One) ☐ Yes X No 52. Our club maintains a permanent record of all club financial matters: (Check One) X Yes ☐ No 53. Please describe how and where your club records are stored, including board meeting minutes and treasurer’s reports from the past year, and who has access to such records: We store our club records in multiple locations. This year we created a dropbox that is administered by our club president and all board members have access to add and retrieve files from it. It contains AAUM and board contact Page 15 of 18 information, club forms, meeting minutes, reports and other miscellaneous files. Our President retains electronic and hard copy records of all meeting minutes, event sign-in sheets and event recaps. Our secretary has electronic and hard copy records of meeting minutes. Our treasurer maintains electronic and hard copy records of the treasurer's reports. 54. Our club obtained and maintains the necessary insurance waivers from alumni participating in physical activities with the club: (Check One) ☐ Yes ☐ No X N/A (our club did not host any physical activities) 55. If “no,” please explain why: Click here to enter a date. 56. Our club reviewed its bylaws in the past year to ensure that they reflect current operating practice: (Check One) X Yes ☐ No ☐ N/A (our club does not have bylaws) 57. Please provide the date your club most recently revised its bylaws. March 23, 2015 58. Please provide the approximate date your club most recently reviewed its bylaws: May 4, 2015 59. Our club’s bylaws include a succession plan that requires a change in leadership after a specified period of service (term limits): (Check One) X Yes ☐ No 60. If “yes,” please identify the applicable provision/section. Section Three - TERMS OF OFFICE FOR OFFICERS AND DIRECTORS Beginning with the Annual Meeting in 2013, the term of office for all Officers and Directors shall be two years with a staggered election such that the President, Vice President and Programming Director is elected in oddyears (2015, 2017, 2019...) and the Secretary, Treasurer, Scholarship Chair and Membership Director are elected in even years (2014, 2016, 2018...). There is no limit to the number of times a person may be elected to the same office, but no person may be elected more than two successive two-year terms to the same office. 61. If “yes,” do you enforce the term limits set forth in your bylaws? Yes, although we do sometimes have the same core board members moving to different positions at the end of their max 4 year term. 62. If “no,” please explain why: n/a 63. Our club’s bylaws require that all club board members and officers have an active Alumni Association membership: (Check One) X Yes ☐ No 64. If “yes,” please identify the applicable provision/section. Page 16 of 18 Section One – OFFICERS AND DIRECTORS The UM Club of Central Florida shall be governed by a Board of Officers and Directors (hereinafter the “Board”) who are elected by the general membership at the July Annual Meeting. Officers and Directors are expected to be current dues paying members of the Alumni Association of the University of Michigan. 65. If “no,” please explain why: Click here to enter a date. 66. Over the past year, our club promoted opportunities for alumni to join the club’s leadership on our club website, in our listserv messages, and via social media channels: (Check One) X Yes ☐ No 67. Over the past year, our club provided a written position description of all board and officer positions and committees to prospective club volunteers so they would have an understanding of the role they are being recruited for and committing to: (Check One) X Yes ☐ No 68. Over the past year, our club solicited nominations for open officer and board positions by canvassing current board members: (Check One) X Yes ☐ No 69. Over the past year, our club used a volunteer sign-up sheet at the majority of our club events: (Check One) ☐ Yes X No 70. Our club has standing committees supported by the board of directors for the following areas of concentration: (Check All That Apply) X General Programming X Scholarship ☐ Public Relations/Promotion/Marketing/Social Media ☐ Cultural/Lifelong Learning ☐ Career/Networking ☐ Athletics X Membership/Recruiting ☐ Social ☐ Young Alumni ☐ Student Recruiting (ASR) ☐ Other (Please Explain): Click here to enter text. If needed, please list additional standing committees: Click here to enter text. 71. Over the past year, our club typically communicated with our Clubs Council representative: (Check One) ☐ Bi-Weekly or Monthly ☐ Bi-Monthly or Quarterly X Less Than Quarterly 72. If Less than Quarterly, please explain why: I get one email per year from my rep… usually a last minute check in right before a scheduled meeting that he is planning to attend asking me for my needs/input. I have spoken to him once on the phone… but not in the past year. Page 17 of 18 73. Did a club leader from your club attend the June 2015 Club Leader Workshop in Ann Arbor hosted by the Alumni Association: (Does Not Include Clubs Council Representatives) (Check One) X Yes ☐ No 74. If no, please explain why not: Click here to enter text. 75. Apart from the information you provided above, please describe what was unique or significant about your club’s efforts in Organizational Continuity & Leadership Development over the past year: To be honest, Leadership Development is an area that our club struggles with. When we have solicited for volunteers for leadership positions we are not getting a great response to fill our need… so our leadership makeup has had a lot of the same faces (but moving to different positions) over the past 3-4 years. Regarding Organizational Continuity, we have made a concerted effort over the past two years to have regular board meetings with a majority of our leadership in attendance. Since it is difficult to schedule in-person meetings we only do those 3-4 times a year and we try to do 3-4 call-in meetings as well, putting us at 6+ board meetings per year when only 4 are required in our current by-laws. We have also implemented a club dropbox that all board members have access to which includes our event recap and sign in forms, photos/artwork for events, AAUM contact information, meeting minutes, completed event recaps, etc. We feel that having this information available at the click of a mouse will help transition in new board members in the future. Page 18 of 18