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 Page 25 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 Page 26 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 Page 27 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 Page 28