2013-14 U of M Club Annual Report
Club name
U of M Club of New Hampshire
Date
6/15/2014
Report prepared by
Jonathan Lax
Title
President
Please make sure you review the instructions email before you complete this report.
I. Programming
Rationale: An important role of clubs is to serve as a regional U-M connection for alumni
through the implementation of programs and activities that engage a large number of alumni.
Essential to accomplishing this presence within a community is a diverse range of events.
Program/Event Summary
 List all club-organized events, meetings and activities that were held between July 1,
2013 and June 30, 2014, except scholarship and student relations activities which
should be listed in sections II and III.
 Please list each event just once and in one category only. For example, 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 as both.
 If your club hosted a repetitive event (e.g. happy hour, football watch party, etc.),
please list it once and indicate in the description the number of times it was held.
 Please do not include Alumni Association organized events such as away-game events,
unless there was collaboration in planning and hosting with your club.
Date
Description of Athletic Events
(Examples: sports watching parties, outings to sporting events, club athletic team
sponsorship)
Number of
Alumni
Participant
s
Football Game Watch
1
2
3
4
5
6
7
10/19/13 M v. Indiana
10/22/13 M v. MSU
Basketball Game Watch
3/16/14 M v. MSU
3/20/14 M v. Wofford
3/22/14 M v. Texas
3/29/14 M v. Tennessee
3/30/14 M v. Kentucky
Hockey Game Watch
10/19/13 M v. UNH at UNH (block of 100 seats reserved for U of M alumni/soldout)
Description of Community Service Events
Date
(Examples: environmental clean-ups, Habitat for Humanity, answering phones at a
≈25
≈40
≈15
≈15
≈20
≈20
≈20
100+
Number of
Alumni
public TV telethon, participating in a walk-a-thon)
Participant
s
1
2
3
4
5
6
7
8
Date
1
2
3
4
5
6
7
8
9/29/13
Date
1
2
3
4
5
6
7
8
9/29/13
8/10/13
10/19/22
4/19/13
Date
1
2
3
4
5
6
7
8
9/11/13
Description of Lifelong Learning Events
(Examples: cultural/educational events such as museum tours, music or theatre
group outings, book clubs, U-M speakers, local lecture series, etc.)
Number of
Alumni
Participant
s
Lecture by Dan Chace and Dr. Billy Taylor
Description of Social Events
(Examples: happy hours, bowling outing, holiday parties, etc.)
Screening of Perseverance, the Story of Dr. Billy Taylor
Student Send-Off Party
Wolverine Welcome Event
Admitted Student Reception
Description of Organizational Meetings
(Examples: board meetings, annual meeting, new volunteer meetings, planning
retreat, etc.)
Annual Board Meeting/Planning Session
50
Number of
Alumni
Participant
s
≈50
≈20
≈50
≈20
Number of
Alumni
Participant
s
8
Does your club host an annual planning meeting to discuss how it will plan its activities and
spend its funds? (check one)
2
Yes?
(If so, please give date.)
X
9/11/13
No?
Has your club collaborated with other local alumni groups (Ross School of Business alumni
club, UM Black Alumni, Big Ten group or alumnae group)? (check one)
N/A;
Yes?
X
There
are no other
groups to
collaborate with
in our club area.
No?
If yes, please briefly indicate which groups you have collaborated with, and the events.
(Please
use only the space provided.)
We routinely exchange information with U of M Club of Greater Boston to ensure they are aware
of our club activities, and vice-versa.
Did your club participate in the Michigan Alumni Community Service Day program, i.e., host a
community service event between April 19 and May 17, 2014? (check one)
Yes?
(If so, please give date.)
No?
X
Based on alumni research, the Alumni Association has made it a strategic priority to focus on
career networking. Please use the space below to elaborate on any club programming efforts
in the career area. (Please use only the space provided.)
The Alumni Association has made it a strategic priority to focus on recent graduates. Please use
the space below to elaborate on any club programming efforts to better serve this demographic.
We obtain a list of recent graduates who have relocated to New Hampshire and ensure they are
invited to a Wolverine Welcome event in the fall.
3
Please use the space below to describe what is unique or significant about your club’s efforts
in programming. (Please use only the space provided.)
We continue to collaborate w/ 501(c)(3) local non-profit cinema to hold screenings of films
by/about U of M grads, and lectures. This year our screening of Perseverance, the Story of Dr.
Billy Taylor was very successful. We sold out the 50 person screening room.
II. Scholarship Management & Fundraising
Rationale: An accessible education is a part of the University of Michigan’s mission. Club
scholarships help ensure that top students will choose Michigan over competitive institutions.
They also help support the University in its efforts to maintain a strong and geographically
diverse student body.
Does your club have a scholarship fund?
Yes,
(check all that apply)
Yes,
through
U-M Office of
Financial Aid
through a
local financial
institution
X
No,
we do not
have a
scholarship fund
If the answer to the question above is “yes”, please answer the following questions:
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 award
Yes?
No?
X
Yes?
No?
X
▪ Selection criteria
Yes?
No?
X
▪ How to apply
Yes?
No?
X
▪ Application timetable
▪ Testimonials from past
recipients
▪ Photos of past recipients
Yes?
No?
X
Yes?
No?
X
Yes?
No?
X
Does your club thank alumni who donate to the club scholarship using lists provided by AAUM?
(check one)
Yes? X
No?
If your club scholarship fund is held at a local financial institution, please answer the
following questions:
Do you share donor information with the University? (check one)
4
Yes?
X
No?
Who is the club’s contact for the scholarship fund?
Treasurer Doug Grant
What is the name of the local financial institution where the funds are held?
Merrimack County Savings Bank
Please explain why your club scholarship fund is held at a local financial institution.
The amount is not significant enough to justify investing with U of M. We use this
money to give small gifts to admitted students (historically Ulrich’s gift certificates).
If your club has a scholarship fund, did you award scholarships during the period of July 1,
2013 – June 30, 2014? (check one)
Yes?
No?
x
If you answered yes, please list the names, home addresses, and scholarship amounts for
scholarships awarded by your club during July 1, 2013 - June 30, 2014:
Student Name
Home Address
Scholarship
Amount
1
2
3
4
5
6
7
8
If you answered no, please explain why the club did not award scholarships during July 1,
2013 – June 30, 2014. (Please use only the space provided.)
5
List all scholarship fundraising activities and events that occurred between July 1, 2013 and
June 30, 2014.
Date
Description of Scholarship Fundraising Activities/Events
(Examples: potential donor receptions, silent auctions, raffles, phone-athons, golf outings, solicitation letters, etc.)
Number of
Alumni
Participants
1
2
3
4
5
6
7
8
What was the total $ amount raised in scholarship fundraising activities and events between
July 1, 2013 and June 30, 2014?
Please use the space below to describe what is unique or significant about your club’s efforts
in scholarship. (Please use only the space provided.)
III. Student Relations
Rationale: Representing and increasing awareness of the University of Michigan among
prospective students, their parents, their teachers, and supporting current University students
is an essential component of the Alumni Association’s partnership with the University of
Michigan.
Description of Student Related Activities/Events
Date
1
2
3
(Examples: student send-off parties and 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
Student Send Off Party
Admitted Student Reception
The club continues to provide book awards to exceptional
students at 25 N.H. high schools each spring. This is now
done with almost no AAUM/Club funding by securing donated
books by U of M alumni authors.
7
5
25
recipients
20
20
5 club
members
who adopt
schools/give
awards
6
4
We continue to build our library of “what I wish I’d known”
letters from currently enrolled students which we distribute to
admitted students from NH considering enrolling at U of M.
5
6
7
8
Does your club support the Alumni Student Recruitment Program? (check one)
Yes?
X
N/A;
We
don’t have an
ASR program in
our club area.
No?
If the answer to the question above is “yes”, please answer the following questions:
Our club has an identified recruiting chairperson who is an active participant in the Alumni
Student Recruitment program and is registered with the U-M Admissions Office. (check one)
Yes?
X
No?
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
N/A;
We
don’t host these
events.
No?
We promote the Alumni Student Recruitment program to alumni in our region by:
▪ Posting information on our club website
Yes?
X
No?
▪ Providing a link to the ASR website
Yes?
x
No?
▪ Using other club communication resources
Yes?
No?
If you checked “yes” to this question,
please list the resources)
Please use the space below to describe what is unique or significant about your club’s efforts
in student relations. (Please use only the space provided.)
We participate in local college fairs at a number of area high schools.
We stay in touch with currently enrolled students using club’s Facebook page, and routinely
update this with information about currently enrolled students’ achievements at U of M.
We promote our events (film screenings) to local area high schools and other community
organizations.
IV. Membership
Rationale: A strong membership reflects the effectiveness of the Alumni Association and clubs
and provides crucial volunteer and financial resources.
7
We make AAUM membership materials available to participants at club events.
Yes?
x
(check one)
No?
Our club thanks members publicly at club events. (check one)
Yes?
x
No?
Our club hosts an annual welcome event specifically for newcomers. This event should be a
stand-alone event and not combined with an athletic watch party. (check one)
Yes?
x
No?
If you answered yes, please list the date and describe the event.
(Please use only the space provided.)
10/19/13 – Wolverine Welcome event held in connection w/ football game watch party in
Durham prior to M v. UNH Hockey Game.
Our club has designated club leaders who make a point of welcoming new alumni and
introducing them to others at all of our events. (check one)
Yes?
x
No?
Club leaders are knowledgeable about membership in the Alumni Association, i.e., how to
sign up, cost, benefits. (check one)
Yes?
x
No?
When there is a registration fee for a club event we charge member/non-member pricing via
the Association’s eweb sales service? (check one)
Yes?
No?
x
If you answered “yes” to the question above, please indicate in the box below the number of
club hosted events between July 1, 2013 and June 30, 2014 when the club utilized the
Association’s e-web sales process.
8
Our club hosts at least one event per year that is free for AAUM members and charges a fee to
non-members. (Check one)
Yes? x
No?
We host specific club events that are designed to appeal to a diverse audience, including
recent grads, alumni with children, professional alumni, etc. (check one)
Yes?
x
No?
If you answered yes, please briefly describe how?
We always have kids’ activities at football game watch parties.
Please use the space below to describe your club’s efforts in membership and what, if any,
unique benefits the club gives to Alumni Association members.
We try to use club’s Facebook Page and webpage to attract new members. All club leaders are
actively engaged in reaching out to recent grads, and staying in touch with NH based admitted
students to ensure their active engagement with the club while they are at school in Ann Arbor.
V. Public Relations and Promotion
Rationale: 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 help
them to remain connected to the University.
Our club regularly collects alumni email addresses and forwards them to the Association for
inclusion in the Association’s database. (check one)
Yes?
X
No?
We send club listserv messages to alumni.
Weekly?
Monthly?
(check one)
If Other, please specify.
X – in advance
of all
scheduled
events
(approximately
every 45-60
days)
9
We use the Association’s branded club listserv template when sending club messages to
alumni. (check one)
Yes?
X–
No?
recently
started
doing
this
Our club makes regular submissions to the Association’s weekly electronic newsletter, eTrueBlue and the Association’s event calendar.
Yes?
x
No?
In addition to the scholarship information and membership statement previously mentioned in
the report, our club website contains the following:
▪ Upcoming events
Yes?
x
No?
▪ Information about past events
Yes?
x
No?
▪ Club volunteer opportunities with descriptions
Yes?
x
No?
▪ A list of club officers and committees
Yes?
x
No?
▪ Club bylaws
▪ Important U-M, Alumni Association, and local
Yes?
x
No?
Yes?
x
No?
Yes?
x
No?
Yes?
x
No?
website links
▪ Photos and graphics
▪ A letter from our club president
Our club website is updated.
Weekly?
(check one)
Monthly?
Who updates the club website? (check
A local
club
leader
x
If Other, please specify.
As needed
– with new
events
one)
AAUM
staff
Please indicate the names and administrators of your social networking groups below:
(check all
that apply)
Facebook - group name and administrator(s):
Jonathan Lax and Margo Johnson
10
Twitter – handle and administrator(s):
LinkedIn - group name and administrator(s):
Other – please specify site, group name and administrator(s):
Web site- Glenn Bowles
Other – please specify site, group name and administrator(s):
Please use the space below to describe what is unique or significant about your club’s efforts
in public relations and promotion. (Please use only the space provided.)
VI. Business Matters and Leadership Development
Rationale: Organizational continuity; a historical record of club activity and procedures;
fiscal responsibility
Our club board of directors holds board meetings:
Monthly?
(check one)
Other
Quarterly?
(please
explain)
1-2 per year is goal
We hold an annual meeting to which all Association members are invited. (check one)
Yes?
(If so, please give date.)
No?
X–
missed
this
one
this
year
11
Our club maintains written minutes of its meetings and shares them with club leaders. (check
one)
Yes?
x
No?
We maintain a permanent record of all club financial matters. (check one)
Yes?
x
No?
Our club treasurer presents the club’s financial report at every club meeting. (check one)
Yes?
No?
x
Our club obtains the necessary insurance waivers from alumni participating in physical activities
with the club? (check one)
Yes? x
No?
We have club bylaws and review them on a regular basis to ensure that they reflect current
operating practice. (check one)
Yes? (If so, please give date
of most recent revision/review.)
x
No?
Our club has standing committees supported by the board of directors for areas of
concentration. Check all that apply:
General
Programming
Scholarship
Public
Relations/Promotion
Other
(please
explain)
(If needed, use the space below to list additional standing committees)
Please use the space below to describe what is unique or significant about your club’s efforts
in business matters. (Please use only the space provided.)
12
VII. Leadership Development and Continuity
Rationale: Creating opportunities for 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.
We make opportunities for club leadership known to the general membership by promoting
opportunities on our club website, in our listserv messages and in the Alumni Association’s
electronic newsletter eTrueBlue. (check one)
Yes?
x
No?
We regularly use a volunteer sign-up sheet at our club events.
Yes?
No?
(check one)
x
Our club solicits nominees for officer and director positions by canvassing current board
members. (check one)
Yes?
x
No?
Our club’s bylaws include a succession plan that requires a change in leadership after a
specified period of service (term limits). (check one)
Yes?
x
No?
Our club regularly communicates with our Clubs Council rep.
Yes?
No?
x
If so, how often?
If your club is a Metro club or Region 5 club, did a club leader from your club attend the
June 7-8, 2014 Club Leader Workshop hosted by the Alumni Association? (check one, and do not include
Clubs Council representatives)
Yes?
No?
Our club has board members that represent both recent grads and more experienced alumni?
(check one)
13
Yes?
x
No?
Please use the space below to describe what is unique or significant about your club’s efforts
in leadership development and continuity. (Please use only the space provided.)
We sent new board member (Randy Pothen) to Club Leader workshop at AAUM in Ann Arbor
VIII. Innovation
Rationale: Each club is unique in the challenges it faces and must be innovative in seeking to
meet its challenges if it is to maintain its viability.
Please list the club’s three highest priorities from July 1, 2013 – June 30, 2014:
1) _Getting new members involved in the Board
2) Getting recent grads active in club activities to groom them for board/leadership positions
3) Planning events that attract alumni from all over the state
Please list activities or programs that occurred from July 1, 2013 – June 30, 2014 that
addressed or capitalized on the special needs of alumni who are in your club’s area:
1) M v. UNH Hockey attracted a lot of historically active alumni, along with recent grads to a
club event
2) Screening of Perseverance gave us exposure in the community and attracted good mix of
recent grads, older alumni, and interested community members
3) We held events in Durham (on the seacoast) and in Concord (central area of state)
14
15