2014-15 U-M Club Annual Report
Club Name
U of M Club of Greater San
Francisco
Date
Club Location
(e.g. North
Indiana and SW Michigan)
San Francisco, CA
Club Region
Report prepared by
Halley E Crast
Title
Region 5, etc.)
6/30/2015
(Metro,
Metro
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.
Page 1 of 18
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.
DATE
8/30/2014
9/4/2014
10/18/2014
2/26/2015
5/25/2015
DESCRIPTION OF ATHLETIC EVENTS
Examples: Sports Watching Parties,
Outings to Sporting Events (U-M or other),
Club Athletic Team Sponsorship
2014 Game Watch Locations – all 12 football games
San Francisco:
- The Blarney Stone
- Underdogs
- Bitters Bock and Rye
East Bay: Bobby G's Pizzaria
North Bay: Wipeout Bar & Grill
Notre Dame & Michigan Happy Hour
Fall Alumni Welcome Event
Cal v. UCLA football at Memorial Stadium
Michigan/Michigan State Alumni
Sharks versus Detroit Red Wings Game
Michigan/Michigan State Alumni
Oakland A's vs. Detroit Tigers Memorial Day Game
* Did not use e-websales because MI State hosted the registration
NUMBER OF
ALUMNI
PARTICIPANTS
& THEIR
GUESTS
EVENT
PROCESSED
USING AAUM
REGISTRATION
AND PAYMENT
SERVICES
(E-WEBSALES)
20
☐
20
☐
40
☐
83 from UM
☐
24
☐
☐
DATE
7/18/2014
9/15/2014
11/2/2014
12/6/2014
1/31/2015
3/22/2015
5/30/2015
DESCRIPTION OF SOCIAL EVENTS
Examples: Happy Hours, Hikes, Bowling, Holiday Parties, etc.
San Francisco Zoo - Wolverine Exhibit Opening
Vulfpeck from Ann Arbor Concert at Brick & Mortar Music Hall
Private Tasting at Stage Left Cellars
SF Michigan Young Alumni Meet N' Greet
Young Alumni BBQ Picnic in the Park
SF Hike and Film Shoot (Snowday Film Productions)
Young Alumni Bonfire on Ocean Beach
NUMBER OF
ALUMNI
PARTICIPANTS
& THEIR
GUESTS
100
15
12
15
40
12
50
EVENT
PROCESSED
USING AAUM
REGISTRATION
AND PAYMENT
SERVICES
(E-WEBSALES)
☐
☐
☐
☐
☐
☐
☐
☐
2. Over the past year, our club hosted at least one family-friendly event: (Check One)
☐ Yes
☐ No
If the answer to the question above is “yes”, please describe the family-friendly events, including the date and location of
same:
July 18, 2014 – San Francisco Zoo Wolverine Exhibit Event
Our club was invited by the San Francisco Zoo to attend the new wolverine exhibit opening to the public. The
event was televised and alums were on the news singing the fight song. Roughly 100 people attended the event
including families, retirees, and even some students who were located in the San Francisco Bay Area for a
summer internship. We were able to engage alumni who had not participated in an event in years by hosting a
family friendly event. The zoo allowed us to stay and tour the property free-of-charge after the event. We hope
to host another event like this in the coming year!
The picnic (1/31/15), hike (3/22/15), and bonfire (5/30/15) were targeted at young alums, but engaged alums of
all ages, including family members. Several of the game watch locations are family friendly and advertised as
such in the weekly email communications.
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.
Response:
We have focused our time on a number of different initiatives to spur engagement and eventual membership in
the association. Our strategy is to first pique the interest with unique, intriguing social, community, and athletic
events. We drastically increased the size of our board and created committees aligning to each brand pillar to
focus our efforts in these targeted areas. This model has allowed our board members to decrease stress and
work as a team to complete all associated tasks with planning an event.
Recent alums have been moving out to the Bay Area in larger numbers than ever before. We recognized this
and created a separate branch to focus solely on this demographic, the Young Alumni Council. The Council has
planned a few incredible events, including bonfires, picnics, and a hike. It’s imperative to devise programs that
not only spur the “Go Blue” attitude but incorporate all aspects of what it means to be a Michigan alum. It
starts with giving back, and I cannot tell you how selfless the SF Alumni Club is in terms of helping each other
and truly representing what it means to Bleed Maize and Blue.
We are also proud of recognizing the desire for career development programs among our alumni base and
producing several related events (see #27).
We are in the process of developing a mentoring pilot program, which proves testament to this belief, and I
cannot wait to see it come to fruition in the coming year.
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
12/17/2014
1/29/2015
2/26/2015
2/28/2015
3/5/2015
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.
SHN Curran Theatre – Elf the Musical
Author Frank Lieberman Presents "Bo's Warriors" - Stories About
Bo Schembechler
Advertise and Participate in Ross on the Road - Corporate
Entrepreneurship
Berkeley Rep Theater X’s and O’s (A Football Love Story) with
Silicon Valley Club
*Silicon Valley managed registration
Participated in the 2015 Weather Underground Startup Trek
(WUST) hosted by the CFE
20
EVENT
PROCESSED
USING AAUM
REGISTRATION
AND PAYMENT
SERVICES
(E-WEBSALES)
☐
50
☐
N/A
☐
10
☐
N/A
☐
NUMBER OF
ALUMNI
PARTICIPANTS
& THEIR
GUESTS
☐
☐
☐
☐
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 U-M.
Please limit your response to 250 words.
Response:
This year, we hosted Frank Lieberman, author of Bo’s Warriors (Stories about Bo Schembechler). This event had
many members reminiscing about their days at school and taught others about Bo’s era. The stories are about
the past, when Michigan football was coached by Bo Schembechler and when his team’s had unprecedented
success. Through the eyes of his players (Frank Gusich, Jim Brandstatter, Jim Betts, Tom Curtis, Mike Keller, Fritz
Seyferth, Thom Darden, Reggie McKenzie) , and coach Gary Moeller, their story is told. These impressive
individuals illustrate Bo’s coaching methods and how each dealt with their love-hate relationship with him. Their
evolution was noted along with the consequences of their unselfish contributions to the University, to the
Wolverine tradition and to college athletics nationwide. We will continue to seek out great opportunities like
this one in the coming year!
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
7/11/2014
1/22/2015
4/23/2015
5/18/2015
DESCRIPTION OF CAREER/NETWORKING EVENTS
Examples: Speed Networking, Student and/or
Alumni Mentoring Programs, HR Professionals &
Other Career-Oriented Speakers, etc.
July Networking Breakfast Meeting
LinkedIn: The Insider’s Tips with Chief of Staff to the CEO
Industry Recruiter Panel
Fireside Chat with Dick Costolo, CEO of Twitter
Welcomed Steve Grafton to MC the event
Michigan Mentoring Pilot Program Development
20
EVENT
PROCESSED
USING AAUM
REGISTRATION
AND PAYMENT
SERVICES
(E-WEBSALES)
☐
75
☐
180
☐
4
☐
☐
☐
☐
☐
NUMBER OF
ALUMNI
PARTICIPANTS
& THEIR
GUESTS
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.
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
☐ 1-10 Occasions
☐ 11-25 Occasions
Page 5 of 18
☐ 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)
☐ 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
☐ 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)
☐ Yes
☐ No
11. Over the past year, our club thanked members publicly at the vast majority of club events: (Check One)
☐ Yes
☐ 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)
☐ Yes
☐ No
If you answered yes, please list the date and describe the event:
10/18/2014
Fall Alumni Welcome Event
Cal v. UCLA football at Memorial Stadium
12/6/2014
SF Michigan Young Alumni Meet N' Greet
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)
☐ 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
☐ 1-5 Events
☐ 6-10 Events
☐ 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)
☐ Yes
☐ No
16. All of our Club’s board members and officers have an active Alumni Association membership: (Check One)
☐ Yes
☐ No – Many of our board members have become members over the past year. We will continue to
encourage the others to join.
Page 6 of 18
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):
We have advertised membership benefits via Unite in all club emails and using social media blasts. We recently
found that the email campaign works better when the verbiage is embedded in the actual event
communication, rather than at the bottom of the long club email (we changed our advertising technique with
the Dick Costolo event and saw improved results). We have also used the membership coasters, posters, and
table tents at any event possible to try to engage alums. We have offered member / non-member price
differentiation and giveaways (shirts, luggage tags, pins), but have not typically tried to use food or drink as a
benefit. The main issue with food and drink is that our events are not often hosted.
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
☐ No
19. Over the past year, our club’s listserv messages were typically sent to alumni: (Check One)
☐ Weekly
☐ Monthly
If Other, Please Specify:
20. Over the past year, our club’s listserv messages utilized AAUM’s branded templates and graphics. (Check One)
☐ Yes
☐ No
21. Over the past year, our club made regular submissions to the Association’s event calendar. (Check One)
☐ Yes
☐ No
Most Community Service Events were submitted to the AAUM calendar. Primarily, Facebook and Club weekly
emails have been used to communicate event information.
22. Our club website contains the following:
Information About Upcoming Events
Information About Past Events
Club Volunteer Opportunities with Descriptions
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 – Needs to be updated.
Page 7 of 18
☐ Yes
☐ Yes
☐ Yes
☐ Yes
☐ Yes
☐ Yes
☐ Yes
☐ Yes
☐ No
☐ No
☐ No
☐ No
☐ No
☐ No
☐ No
☐ No
23. Over the past year, our club website was typically updated: (Check One)
☐ Weekly
☐ Monthly
If Other, Please Specify: As needed, the club website has been updated with event information and with current officers.
Due to changeover in officers, this happened multiple times per year, but not with consistency.
24. Please indicate the names and current administrators of your social networking pages and groups below:
PAGE/GROUP NAME OR HANDLE
Formal Michigan Alumni Club of Greater San Francisco:
https://www.facebook.com/umclubsf
*Doubled # of Likes from last year  ~700 to >1,500
Informal Michigan Young Alumni in San Francisco:
https://www.facebook.com/groups/745692178811728/
ADMINISTRATOR(S)
All Board Members
Young Alumni – Harrison Forman
https://twitter.com/gobluesf
Primary @gobluesf
Secondary @UMichAlumSF
#SFGoBlue
Kate Naszradi
UM Alumni Club of Greater San Francisco:
https://www.linkedin.com/grp/home?gid=3207040
Primary: Jeanne HuangLi
Kate Naszradi
OTHER
SOCIAL
MEDIA
OUTLETS
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
☐ No – the club Secretary was not aware of M+Box.
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.
☐ Yes
☐ No
Page 8 of 18
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.
Response:
In January, we hosted a successful career development event by welcoming Michigan alumnus, Brian Rumao,
the Chief of Staff to the CEO at LinkedIn, to share the top ways to maximize your LinkedIn experience. This
session was designed for every professional - from those happily employed to those seeking their next
opportunity.
Following the LinkedIn Presentation, we introduced a panel of local recruiting experts to share what companies
are looking for in potential candidates. Attendees learned what qualities make professionals attractive in a
crowded market as well as warning signs that a particular position may not be a good fit.
Dick Costolo, former CEO of Twitter, joined the group for a fireside chat in April. During the event he shared
intimate details about his past and inspiring advice for young professionals. We also welcomed the AAUM
President, Steve Grafton, to emcee the event and lead the Q&A with Dick.
Through the Dick Costolo event we were able to engage with the University to develop a list of local, influential
alumni that we plan to utilize for years to come. We received overwhelmingly positive feedback for both events
and were able to engage alumni that had not attended a club sponsored event in several years.
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
April 16, 2015
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.
Bay Area Admitted Student Reception – hosted by UGA
NUMBER OF
STUDENT
PARTICIPANTS
NUMBER OF
ALUMNI
PARTICIPANTS
30+
10+
AAUM’s Alumni Student Recruitment (ASR) Program
29. Does your club support the ASR program? (Check One)
☐ Yes
☐ 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
☐ No
If “yes,” please identify the chairperson (including email address):
Cynthia Saw
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
☐ No
☐ N/A – We do not host these events
Page 10 of 18
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
10/19/2014
12/9/2014
12/13/2014
2/7/2015
3/21/2015
4/25/2015
5/31/2015
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
Community Service Event
"Spruce Up Nature in the City" through Hands On Bay Area
SF Food Bank Volunteering
SF Food Bank Volunteering with Penn State, Ohio State, and UM
Volunteer @ NorCal Family Dog Rescue
SF Alumni Film Shoot: Presidio Park Volunteer (Snowday Film
Productions)
Michigan Alumni Community Service Day
Rebuild Together San Francisco
Support the Big Brothers Big Sisters of the Bay Area Walkathon
NUMBER OF
ALUMNI
PARTICIPANTS
& THEIR
GUESTS
EVENT
PROCESSED
USING AAUM
REGISTRATION
AND PAYMENT
SERVICES
(E-WEBSALES)
12
☐
15
15
12
☐
☐
☐
12
☐
20
☐
10
☐
☐
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)
☐ Yes (Include Date): 4/25/2015
☐ No
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
☐ 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:
Page 11 of 18
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
☐ Yes
☐ Yes
☐ Yes
☐ Yes
☐ Yes
☐ Yes
☐ Yes
☐ No
☐ No
☐ No
☐ No
☐ No
☐ No
☐ No
36. Does your club thank alumni who donate to the club scholarship using lists provided to your club by AAUM: (Check
One)
☐ Yes
☐ 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- 40 are all N/A as we work with the Office of Financial Aid.
37. Does your club or local institution receipt donations to the fund? (Check One)
☐ Yes
☐ No N/A
38. Who is the club’s contact for the scholarship fund (including email address): N/A
39. Which local financial institution(s) hold the scholarship funds: N/A
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): N/A
41. If your club has a scholarship fund, did you award scholarships during the period of July 1, 2014 – June 30, 2015: (Check
One)
☐ 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:
*The Office of Financial Aid cannot provide us with student ID numbers which are considered sensitive data. They
advised us that AAUM is aware of this. We have not required information from scholarship applicants in the past
about the UM ID number. We will ask our scholarship applications from this point forward to provide their student
ID numbers and will do this with the scholarship selection cycle in July - Jeanne HuangLi
Page 12 of 18
STUDENT NAME
HOME ADDRESS
U-M ID #
TOTAL AWARDED:
SCHOLARSHIP
AMOUNT
$2,000
$750
$750
$750
$4,250
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:
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
9/16/2014
Fall 2014
Dec 2014
DESCRIPTION OF SCHOLARSHIP FUNDRAISING
EVENTS/ACTIVITIES
Examples: Scholarship Banquets, Potential Donor Receptions,
Silent Auctions, Raffles, Phone-A-Thons,
Golf Outings, Solicitation Letters, etc.
Unite Michigan in San Francisco Event
Football game watch locations gave sponsorships that benefitted
our scholarship fund
Year-end solicitation efforts (emails and in person) by scholarship
chair and AAUM through email
60
EVENT
PROCESSED
USING AAUM
REGISTRATION
AND PAYMENT
SERVICES
☐
~20
☐
N/A
☐
NUMBER OF
ALUMNI
PARTICIPANTS
& THEIR
GUESTS
☐
☐
☐
☐
☐
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: $3,725
Page 13 of 18
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.
Response:
While realizing the expensive price tag for an out-of-state education at UM, we are proud to foster a group of
students from the Bay Area who still manage to successfully attend UM despite having "high need" and pleased
that our modest scholarship does make a difference. As we continue to build our endowment, we will only grow
and improve from there. In addition to the scholarship for an incoming student, we have been able to provide
continuing student stipends to our past recipients who remain in good standing at UM.
Over the past year, the Community Service co-chairs have created events that brought a diverse group of Bay Area
alumni together. We held an event every other month and had about 10-15 participants at each. The events we
hosted included cleaning up and landscaping local parks, helping out at a dog shelter, and packaging food for those
in need with the food bank. At our Annual Community Service Day Event our volunteers painted a technology help
center in collaboration with Rebuilding Together SF. The events generated increased interest in the Alumni Club
as well, with one participant inquiring about joining the board, others offering ideas for future events and others
requesting more events of the same nature in order to stay connected. Overall, it was a highly successful year
and we hope to continue next year!
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
7/2/2014
7/17/2014
8/15/2014
9/15/2014
11/11/2014
2/18/2015
3/18/2015
5/18/2015
5/20/2015
6/17/2015
6/23/2015
DESCRIPTION OF ORGANIZATIONAL MEETINGS
Examples: Annual Meeting, Other Board Meetings, New Volunteer
Meetings, Planning Retreat, etc.
July Leadership Meeting with Michael Lippert – Introduction to the board
leadership, review of brand pillars, and leveraged learnings from other metro
clubs
MEngage Leadership Discussion – Met with Jessica Henry to understand how
we can collaborate with the Center for Entrepreneurship
August Board Meeting - Introduce new board members, review SF club
strategy and frequency of events, discuss Unite Michigan and MEngage
September Board Meeting – Introduce Michael Lippert to the Board and
review status of events and SF Club Goals
November Board Meeting – Discuss board role responsibility changes, create
club committee emails, past events, goal progress, ground rules &
expectations
February Board Meeting – Developed Mtg Agenda Template
Review recent events, Treasurer’s Report, Annual Meeting Update, “Welcome
Home” video, and method for adding new board members
March Board Meeting – Review recent events, Support for Upcoming events,
and Treasurer’s Report
Mentoring Pilot Discussion – Review pilot process for the SF club, update
process flow chart, and determine path forward
May Board Meeting - Review recent events, Support for Upcoming events,
and Treasurer’s Report, and introduce the new Event Planning Folder
June Board Meeting - Review recent events, Support for Upcoming events,
and Treasurer’s Report, Share Club Leader workshop learnings, Review SF
Club By-laws
U-M Alumni Association San Francisco - Annual Review
Review events from the past year, introduce board members, meet potential,
new board members
NUMBER OF ALUMNI
PARTICIPANTS
4
3
13
12
12
15
10
5
14
10
20
48. During the past year, our club hosted an annual meeting to which all club members were invited: (Check One)
☐ Yes
☐ No
If so, when was this meeting held: June 23, 2015
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
☐ No
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If so, when was this meeting held: The initial meeting was held on August 15, 2015 and discussion continued at the
monthly meetings.
50. During the past year, our club maintained written minutes of all of its meetings and shared them with club leaders:
(Check One)
☐ 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
☐ No
52. Our club maintains a permanent record of all club financial matters: (Check One)
☐ 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:
All resources and documentation are maintained on the club Google Drive. All current board members have
access to the drive. The President maintains control of who can view and edit the information.
The treasurer’s report is discussed at each monthly meeting and maintained in the Google Drive. All financial
information is maintained and controlled by the Treasurer (Cynthia Saw) and President (Halley Crast).
54. Our club obtained and maintains the necessary insurance waivers from alumni participating in physical activities with
the club: (Check One)
☐ Yes
☐ No
☐ N/A (our club did not host any physical activities)
55. If “no,” please explain why:
56. Our club reviewed its bylaws in the past year to ensure that they reflect current operating practice: (Check One)
☐ Yes
☐ No
☐ N/A (our club does not have bylaws)
Club ByLaws: http://alumni.umich.edu/clubs/sanfrancisco/bylaws
57. Please provide the date your club most recently revised its bylaws.
Reviewed and drafted changes on August 15, 2014. Changes have not been published.
58. Please provide the approximate date your club most recently reviewed its bylaws:
Reviewed on June 17, 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)
☐ Yes
☐ No
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60. If “yes,” please identify the applicable provision/section.
Section Three - TERMS OF OFFICE FOR OFFICERS AND DIRECTORS: UMSF Club Officers serve for a two (2)
year term and may be re-elected for one (1) additional term for a total of four (4) consecutive years of
service in a single office. UMSF Club Directors are elected for a two (2) year term and may be re-elected
for two (2) additional terms for a total of six (6) consecutive years of service in a single office. When a
director has to step down due to term limit, they need to be off the board for at least one term (2 years)
before coming back on the board.
61. If “yes,” do you enforce the term limits set forth in your bylaws? Yes
62. If “no,” please explain why:
63. Our club’s bylaws require that all club board members and officers have an active Alumni Association membership:
(Check One)
☐ Yes
☐ No
64. If “yes,” please identify the applicable provision/section.
Section One - OFFICERS AND DIRECTORS: Officers and Directors are required to be current members of
the Alumni Association of the University of Michigan (AAUM). If an officer or director has their
membership lapse during their term, they will be considered as non-voting members of the board until
their AAUM membership is in effect.
Section Two – ELECTION OF OFFICERS AND DIRECTORS: The members of the Board shall be drawn from
the membership of the UMSF Club who are members of the AAUM.
65. If “no,” please explain why:
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)
☐ 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)
☐ Yes
☐ No
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68. Over the past year, our club solicited nominations for open officer and board positions by canvassing current board
members: (Check One)
☐ 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
☐ No
70. Our club has standing committees supported by the board of directors for the following areas of concentration:
(Check All That Apply)
☐ General Programming
☐ Scholarship
☐ Public Relations/Promotion/Marketing/Social Media
☐ Cultural/Lifelong Learning
☐ Career/Networking
☐ Athletics
☐ Membership/Recruiting
☐ Social
☐ Young Alumni
☐ Student Recruiting (ASR)
☐ Other (Please Explain):
If needed, please list additional standing committees:
71. Over the past year, our club typically communicated with our Clubs Council representative: (Check One)
☐ Bi-Weekly or Monthly
☐ Bi-Monthly or Quarterly
☐ Less Than Quarterly
72. If Less than Quarterly, please explain why:
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)
☐ Yes
☐ No
74. If no, please explain why not:
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:
Our board has quadrupled in size and we have developed committees to coordinate events in teams which has
improved sustainability across our board. The committees meet regularly to plan future events and report back
to the board during our monthly meetings. We have implemented a monthly meeting agenda that covers past
events, what went well, improvement opportunities, and support for upcoming events. This agenda has kept
our meetings efficient and provides good learning opportunities for all team members.
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