Chapter Management Defined - Delta Sigma Theta Sorority. Inc.

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Delta Internal Development

Effective Chapter Management

Delta Sigma Theta Sorority, Inc.

Agenda

 Introduction

 Meditation

 Objectives

 Ice Breaker

 Chapter Management Defined

 Mission Statement, Code of Ethics, Code of Conduct

 Understanding the Delta Structure

 Governing Documents, Administrative Resources, Tools

 Accountability, Productivity, Viability

 Summary

 Evaluation

 Closing

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Objectives

 To review the definition and components of chapter management.

 To ensure that sorors are familiar with the

Sorority’s structure, governing documents, and administrative resources and tools.

 To ensure that sorors understand how accountability, productivity, and viability can contribute to effective chapter management.

 To enhance the overall effectiveness of the chapter through quality chapter management.

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ICE BREAKER

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Chapter Management Defined

What does chapter management mean to you?

List ways in which the chapter is managed.

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Mission Statement

Delta Sigma Theta Sorority, Inc. is an organization of college educated women committed to constructive development of its members and to public service with a primary focus on the Black community.

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Code of Ethics

Delta Sigma Theta Sorority, Inc.

Preamble: Sorors, believing in the worth and dignity of each human being, recognize the supreme importance of the pursuit of truth, devotion to excellence, and commitment to social responsibility

Each Soror of this Sorority Shall uphold the

National Constitution and Bylaws of Delta

Sigma Theta Sorority, Inc.;

Each Soror of this Sorority Shall treat all sorors with dignity and respect;

Each Soror of this Sorority Shall uphold and promote the values, goals and rituals of the

Sorority;

Each Soror of this Sorority Shall neither engage in nor countenance any exploitation of the Sorority and shall refrain from use of her membership in any manner that is improper or illegal;

Each Soror of this Sorority Shall promote the protocol and traditions of the sisterhood;

Each Soror of this Sorority Shall conserve and preserve the Sorority’s property;

Each Soror of this Sorority Shall regard as primary the bond of sisterhood and the giving of public service;

Each Soror of this Sorority Shall maintain high standards of personal conduct;

Each Soror of this Sorority Shall protect the organization from any illegal and unsisterly conduct of any member and shall report the same to the appropriate local, regional or national officer;

Each Soror of this Sorority Shall hold inviolate any confidential information entrusted through her membership;

Each Soror of this Sorority Shall recognize her professional responsibility to the improvement and execution of programs and policies;

Each Soror of this Sorority Shall refrain from making false or misleading statements about the Sorority or members;

Each Soror of this Sorority Shall carry out her responsibility to the program, policies and assessments of the organization;

Each Soror of this Sorority Shall demonstrate a high regard for quality in rendering public service.

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Code of Conduct

Delta Sigma Theta Sorority, Inc.

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National Structure

9

Regional Structure

10

Chapter Structure

Chapter President

Chapter Executive Board

Committees

Scholarship Finance Membership Program

Planning

Heritage/

Archives

Nominating Social

Action

Members

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Delta’s Governing Documents

Corporate Charter

Constitution and Bylaws

Robert’s Rules of Order, Newly Revised

Chapter Management Handbook

Ritual

Code of Conduct

Protocol and Traditions Manual

Chapter Rules of Order

Chapter Policies and Procedures

Heritage and Archives Manual

Conduct of Ritualistic and Ceremonies Protocol for Delta

Sigma Theta Sorority, Inc.

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Delta’s Administrative Resources and Tools

Delta Doctrine:

Administrative Procedures for Membership Intake

Pyramid Study Guide

Membership Intake Program

 Chapter Mailings/Updates

 Fiscal Officers Manual

Advisor’s Handbook

 Chapter Compliance Checklist

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What Is Parliamentary Procedure?

♦ A set of rules for maintaining order in an organization that:

♦ Provides an approved and uniform method of conducting meetings in a fair, orderly and expeditious manner.

♦ Allows everyone to be heard and to make decisions without confusion.

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Ten Basic Rules Of Parliamentary Procedure

The rights of the sorority supersede the rights of the individual soror.

All members are equal and their rights are equal.

A quorum must be present to do business.

The majority rules.

Silence is consent.

Two-thirds vote rules.

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Ten Basic Rules Of Parliamentary Procedure

♦ One question at a time and one speaker at a time.

♦ Debatable motions must receive full debate.

♦ Once a question is decided, it is not in order to bring up the same motion or one essentially like it at the same meeting.

♦ Personal remarks in debates are always out of order.

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Basic Parliamentary Procedure

♦ A member requests the floor.

♦ Wait to be recognized by the Chair.

♦ Motion is made.

♦ Motion is seconded.

♦ Chair states the motion.

♦ Chair opens the floor for debate.

♦ Chair puts the question to a vote.

♦ Chair announces the vote.

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Case Study Activity

Scenario #1:

At a chapter meeting, you notice that the fiscal officers report is not on the agenda. How do you get the report on the agenda?

Scenario #2:

The ways & means committee would like to do a golf tournament as a chapter fundraiser. What steps are needed to get chapter approval?

Scenario #3:

It’s been recommended that the chapter change it’s meeting date from the 2 nd Saturday to the 3 rd Saturday of the month. What steps are needed to make this happen?

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Accountability

Responsibility of Chapter to Grand Chapter

♦ Report regularly to National Headquarters

♦ Participate in National Conventions, Regional

Conferences and other meetings.

♦ Give guidance and direction to the National

Executive Board on proposed new policies

♦ Establish basic structural policies through its power to amend the Constitution & Bylaws

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Accountability

Chapter & Member Responsibilities

♦ Provide vital, well-planned programs which are beneficial

♦ Promote opportunities for learning and active participation in purposeful programs

♦ Begin and end meetings on time

♦ Encourage participation

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Accountability

Responsibility of the Member to the Chapter

♦ Attend meetings regularly

♦ Be available and willing to serve

♦ Participate and support chapter programs

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Accountability - General

Chapters must:

 Develop and amend Chapter Rules of Order and

Policies & Procedures

 Disseminate copies of Chapter Rules of Order and

Policies & Procedure to chapter members after approval by the regional member to the National Scholarship and

Standards Committee

 Maintain a current copy of the Chapter Management

Handbook

 Maintain current inventory of Delta tools and forms

 Hold one scheduled meeting for the chapter per month that is conducted according to parliamentary procedure

 Maintain a record of meeting proceedings

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Accountability - General

 Develop committee structure that is consistent with the

Constitution and Bylaws

 Schedule and execute appropriate committee meetings

 Submit all items necessary for compliance according to guidelines

 Implement a transition of officers meeting annually or biennially

 Disseminate appropriate chapter mailing items to chapter officers, members, and committee chairpersons

 Prepare a means of assessing internal operations

 Conduct an annual assessment of internal operations

 Maintain appropriate inventories of all chapter properties

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Accountability – Chapter Development

 Attend regional conferences and national conventions

 Attend regional and state meetings

 Schedule and implement an annual chapter retreat

 Plan and execute activities for bonding and collaboration

 Plan and execute means for conflict management and resolution

 Develop and implement an ongoing education program (e.g. DID workshops, speakers)

 Encourage talent development through appropriately scheduled activities.

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Accountability – Chapter Development

 Establish a means to keep all chapter members informed about internal and external concerns about the Sorority, the chapter and the community

 Identify and implement strategies for reclamation and retention of members.

 Network with other chapters

 Network with appropriate agencies, organizations and other institutions

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Accountability – Protocol Management

 Perform ceremonies according to the Ritual

 Sing all official Delta songs as written

 Identify signs, symbols, and secrets of the Sorority

 Explain procedures for courtesies afforded members of the Sorority

 Outline proper decorum for public and closed programs

 Wear official Sorority jewelry properly

 Wear Delta paraphernalia in good taste

 Schedule and execute Founders Day program annually during January, February, or March

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Accountability – Protocol Management

 Communicate appropriately with National and

Regional Officers and National Headquarters staff

 Possess appropriate Delta properties for all ceremonies and meetings

 Implement proper procedures for the verification of members

 Utilize appropriate channel of communication with the public (know who speaks for Delta)

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Accountability – Fiscal Management

 Maintain accurate and current financial records

 Submit all annual dues collected for the current year

 Submit all corporate fees for the current year

 Conduct an annual audit of chapter financial records

 Establish/use an acceptable procedure for recording receipts and expenditures

 Submit chapter financial statement to National

Treasurer

 File annual financial report and Federal Income Tax

Group Return Authorization Form with National

Headquarters

 Obtain general bonding insurance through Grand

Chapter

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Accountability – Fiscal Management

 Provide receipts for all monies collected

 Report monthly on treasury status to the chapter

 Involve appropriate chapter officers and members in the establishment of the annual budget

 Prepare a balanced budget annually

 Prepare short-range and long-range budgetary projections

 Coordinate budget requests and expenditures among standing and special committees

 Establish/use an acceptable procedure for receiving and disbursing funds

 Develop and implement appropriate means for fund raising or financial support of the chapter program planning and development

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Accountability

Chapter Compliance

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Duties Of Committees

 To clarify the chapter’s goals and objectives for projects or programs

 To develop a plan and a budget

 To implement that plan

 To regularly report to the chapter

 To make recommendations to the Executive

Board and then the chapter

 Take action after receiving chapter approval

 To evaluate the effectiveness of the program

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Types Of Committees

♦ Executive Committee

♦ Executive Board

♦ Standing Committees

♦ Special Committees

♦ Sub-committees

♦ Ad-hoc Committees

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Productivity

An Effective Chapter Meeting

Be prepared

Be on time and start on time

Adopt and follow the agenda

Utilize Robert’s Rules of Order, Newly Revised

Utilize Chapter Rules of Order

Utilize Chapter Policies and Procedures

Stay within the meeting time

Adhere to guidelines for presenting reports

Refrain from side bar conversations

Play an active role in decision making

Stay informed

Offer recommendations

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Productivity

Sample Agenda

Call to Order

Opening ceremony

Adoption of Agenda

Reading and approval of the minutes

Introduction of National Officers or Representatives

Communications

National Officers

Regional Officers

Chairs of National Committees/Commissions

National Headquarters

Other

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Productivity

Sample Agenda (continued)

Chapter Reports

Executive Board

Officers

Standing Committees

Special Committees

Individual Assignments

Unfinished Business

♦ Major program emphasis

New Business

Announcements

Adjournment

Ritualistic Closing

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Productivity

 Establish in writing global chapter goals and objectives that are consistent with the national program of the Sorority

 Plan and execute at least two Delta programs that are consistent with the national programs of the

Sorority

 Develop long-range programmatic plans that are consistent with national programmatic thrusts

 Develop a program calendar annually for distribution among chapter members, Regional

Officers, and National Headquarters personnel who coordinate Program Planning and Development

 Identify and participate in networking aligned with local and national goals and objectives for program development

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Productivity

 Develop a means of acquiring information about community, fiscal, and human resources necessary for program enhancement

 Involve a representative number of chapter members in the short-range and long-range planning of the program calendar and the programmatic goals and objectives

 Earmark funds for the implementation of programmatic thrusts

 Explore opportunities/funding for programmatic support from corporate agencies

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Productivity

 Conduct an annual evaluation of program activity upon which future objectives and plans are developed

 Disseminate a summary of developmental and evaluative data to chapter members

 Design programs consistent with data provided in needs assessment that is disseminated in the community and the chapter

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Viability

Program planning and development is the crux of committee work.

8 Steps in the program planning process

1.

2.

3.

4.

5.

Make an assessment of the community

Assess community needs

Assess community resources

Assess the chapter

Assess feasibility of planning joint programs with others

6.

7.

Develop a framework for planning activities

Create evaluation mechanisms

8.

Develop a set of recommendations based on evaluations

The chapter’s Annual Program Calendar must be submitted by September 1 st in order for the chapter to be in compliance.

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Summary

Keys to Successful Chapter Management:

♦ Accountability: Fulfilling the roles and responsibilities of the chapter, officers and members including chapter compliance

♦ Productivity: Planning and implementing the goals and objectives of the chapter

♦ Viability: Creating a chapter program that is practical, feasible and achievable

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Questions & Answers

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Evaluations

Thank you for attending this workshop.

Please complete the evaluation and submit it to your trainer.

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The Leadership Academy

2008-2013

Elsie Cooke-Holmes, Co-Chair

Pamela E. Smith, Co-Chair

Schean G. Belton, Esq.

Stephanie M. Cooper

Deloris Johnson Drakes

Lisa Farmer-Cole

Soraya Williams Farver

Charlotte M. Freeman, Ph.D.

Renee LaVerne Harper

Beverly Harris Schembri

Wendy J. Johnson

Sandra F. Mack, Ed.D.

Gwendolyn J. Mosley

Mandy Mullens-Williams

Mabel Lake Murray, Ed.D.

Mildred Porter-Duncan

Norma Sermon Boyd, Ed.D.

Jennifer R. Smith

Hellenna L. Terrell, Ed.D.

Barbara Woods, Ph.D.

Shannon Jones, Staff Liaison

Tammy Valentine, Staff Liaison

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