Expectation Assessment 1

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Expectation Assessment 1 – Academics

Goal: To be above the all-campus academic average and to include academic programming as a regular part of chapter life.

Rationale: Perhaps the single best measurement of quality of a fraternity chapter is its GPA. More often than not, those chapters with high GPA’s have a more balanced program of chapter activities and attract the most gifted and well-rounded students. One of the best ways to encourage excellence in academics is to reward those that succeed scholastically; one of the best ways to guarantee this excellence is to pledge men that are academically inclined.

Levels of Performance: 5 (excellent); 4 (good); 3 (average); 2 (Fair); 1 (poor); 0 (not present)

Performance Indicator	Level
There is a chapter library or other designated study area in the chapter facility. If no facility, the chapter has a designated study area on campus.
“Quiet” hours are posted, maintained, and enforced in the chapter facility.
A tutoring or scholastic improvement program is in place for new members and brothers to assist one another with their studies.
Outside resource people are used by the chapter to conduct seminars on study skills, time management, etc.
The chapter has an active faculty advisor.
The chapter utilized a scholarship awards program.
The chapter GPA exceeds the all men’s average, all-fraternity average, and all-campus average.
The chapter GPA is in Sig Ep’s Phi Beta Kappa “Wheelhouse.”
The chapter has an active career guidance and placement program.
The chapter has a computer and printer or is wired for internet.
The chapter has a goal for its GPA that exceeds the actual GPA average from the previous semester.
The chapter participates in Greek/university-organized peer tutoring programs.

Total Score of 60 possible points:
Performance Level (%):

Expectation Assessment 2 – Membership Recruitment/Manpower

Goal: To be among the largest fraternities on campus.

Rationale: Brothers are resources. The more quality men there are, the more the chapter can program and accomplish in its day-to-day activities. Over the years, our chapters have realized that more quality members provide a better balance in the fraternity experience, as well as the muscle to tackle the challenges fraternities face.

Levels of Performance: 5 (excellent); 4 (good); 3 (average); 2 (Fair); 1 (poor); 0 (not present)

Performance Indicator	Level
The chapter conducts a manpower needs assessment at the end of each academic year.
The chapter’s manpower is among the largest fraternities on campus.
A recruitment education clinic is part of the chapter’s member development program.
The recruitment chairmanship is a year-long position.
The chapter conducts a summer recruitment program (if school regulations permit).
An evaluation of the recruitment program is conducted with brothers and new members at the conclusion of each recruitment period.
The recruitment program is based Sig Ep’s non-alcoholic recruitment policy.
The chapter initiates at least 85% of its new member group.
The chapter has a written goal for the number of new members to be added for each recruitment period.
The recruitment committee is well organized.
The recruitment program is dynamic and well planned.

Total Score of 55 possible points:
Performance Level (%):

Expectation Assessment 3 – Finances

Goal: To have financial stability while planning for future needs.

Rationale: The number one reason chapters fold is due to lack of funds. Without adequate funding, the chapter cannot program its activities, the alumni corporation cannot keep the chapter facility in operation, and the chapter cannot maintain its membership in the IFC and with the national fraternity. Today, with more and more chapters desiring new or upgraded facilities, the notion of financial planning for future needs becomes a paramount goal to achieve. Without such planning, the chapter has no future to look forward to.

Levels of Performance: 5 (excellent); 4 (good); 3 (average); 2 (Fair); 1 (poor); 0 (not present)

Performance Indicator	Level
The alumni corporation oversees the financial operations of the chapter and chapter facilities.
The chapter controller is approved by the alumni corporation.
The alumni corporation reviews and approves the budget prepared by the chapter executive committee.
The alumni corporation collects a monthly check from the chapter and puts part (>5%) or all of it in savings for the chapter’s future.
The alumni corporation reviews accounts receivable problems, suspends brothers 30 days past due and expels brothers 60 days past due.
Chapter past due accounts receivable are less than 2% of the monthly revenue.
An audit of the alumni corporation is conducted annually.
The appropriate IRS forms are filed on time each year.
The chapter’s account with Headquarters is paid in on time and in full.

Total Score of 45 possible points:
Performance Level (%):

Expectation Assessment 4 – Member Development

Goal: To have a member development program, which fully educates a man, based on Virtue, Diligence, and Brotherly Love..

Rationale: The ultimate goal of any member development program is to educate all chapter members and enhance their formal education. The most successful programs strive to create a positive, trusting environment that encourages and promotes a sense of “chapter unity.” The better able a chapter is to educate its members, the more valuable the fraternity experience becomes.

Levels of Performance: 5 (excellent); 4 (good); 3 (average); 2 (Fair); 1 (poor); 0 (not present)

Performance Indicator	Level
The member development program includes regular educational activities for ALL members.
The member development program is written and distributed to all brothers, new members, chapter counselor, and alumni board members a the start of each academic year.
A “big brother” and/or academic tutoring program is included in the member development program.
New members are included in chapter operations and attend chapter meetings.
Alumni regularly participate in the development program.
All chapter members (including new members) actively serve on chapter committees.
The member development program educates chapter members on cultural awareness issues (i.e., AIDS, sexual abuse, racism, sexism, alcohol and drug abuse, etc.).
All chapter members are educated on proper etiquette and gentlemanly behavior.
The member development program is void of hazing activities and any activity questionable in purpose.
The member development program is streamlined to initiate men as soon as possible.
Ritual education/orientation activities are held regularly (not just during a set period of time) and include new members and brothers (as appropriate).

Total Score of 55 possible points:
Performance Level (%):

Expectation Assessment 5 – Alumni Relations

Goal: To maintain regular and proper contact with alumni.

Rationale: Alumni involvement is the foundation of the Fraternity. Alumni are a resource for alumni board membership, financial support, and every area of chapter operations. The best way to tap into this potential resource is to encourage alumni involvement through an effective alumni relations program.

Levels of Performance: 5 (excellent); 4 (good); 3 (average); 2 (Fair); 1 (poor); 0 (not present)

Performance Indicator	Level
The alumni board is incorporated and meets monthly during the school year.
The chapter has an officially appointed, actively involved chapter counselor.
A dynamic and scheduled alumni communications program with a newsletter mailed at least twice annually.
An up-to-date alumni address maintenance program.
Voluntary alumni dues program is in place to generate funds to support alumni program activities and alumni newsletters.
One major alumni event is held per academic term.
There is a recognition program for outstanding alumni service.
There is an alumni event in celebration of Founder’s day.
Alumni are actively and regularly involved in the planning and execution of alumni program events and the alumni newsletter.
The entire chapter meets with the alumni board at least once a year.


Total Score of 50 possible points:
Performance Level (%):

Expectation Assessment 6 – The Ritual

Goal: To have regular and proper use of the Ritual.

Rationale: The Ritual and Guide of Sigma Phi Epsilon constitutes the very essence of our Fraternity. Without it, we are no different than any other men’s group. By using it, Sigma Phi Epsilon will be a source of eternal inspiration to its members..

Levels of Performance: 5 (excellent); 4 (good); 3 (average); 2 (Fair); 1 (poor); 0 (not present)

Performance Indicator	Level
All ceremonies are performed exactly as prescribed by the *Ritual and Guide of Sigma Phi Epsilon*.
The chapter’s Ritual guides, equipment, and robes are complete and in good condition (cleaned regularly).
The chapter’s Ritual guides, equipment and robes are stored properly, safely and securely.
The chapter thoroughly prepares and rehearses all Ritual ceremonies.
Formal Ritual meeting are held as described by the GC By-Laws, Policies and Procedures: first and last meeting of each term, for performance of the Ritual, the first meeting after Initiation, and at least once per month.
All chapter meetings are opened and closed in the form prescribed in the Ritual and proper dress is required for all meetings and ceremonies.
The chapter, led by the chaplain, openly discusses the Ritual in all chapter meetings as a scheduled item on the agenda.
The member development program included Ritual orientation for pledges and regular Ritual education activities for Brothers.
The Interpretation post-initiation study is a regular part of Initiation.
New officers are installed in accordance with the installation of officers’ ceremony prescribed in the Ritual.
All ceremonies are free of alcohol and drugs, and decorum is maintained.
The chapter has a positive attitude toward the Ritual.

Total Score of 60 possible points:
Performance Level (%):

Expectation Assessment 7 – Care and Concern

Goal: To conduct chapter life in a manner which exhibits care and concern for the well-being of members, guests, the community, and chapter facility.

Rationale: Care and concern are synonymous with the purpose and intent of Sigma Phi Epsilon as defined in our Ritual and our three cardinal principles of Virtue, Diligence, and Brotherly Love. In addition, this expectation plays a key role in ensuring that our chapters not only exemplify the Ritual through action, but avoid fueling the fire of negative sentiment toward fraternities. No longer can the Fraternity afford to be unconcerned with how it is perceived. All Sigma Phi Epsilon chapters must have a pro-active program of activities displaying care and concern.

Levels of Performance: 5 (excellent); 4 (good); 3 (average); 2 (Fair); 1 (poor); 0 (not present)

Performance Indicator	Level
The chapter has a firm working knowledge of the Fraternity’s statement of Individual and Chapter Responsibility and reviews proper risk management procedures with the chapter counselor and alumni board at the beginning of each academic term.
The chapter programs its activities with risk management always taken into consideration and practice.
Chapter members are instructed in the proper etiquette and social conduct regarding the treatment of alumni, guests, and visitors to the chapter and chapter facility.
A system exists to ensure clean and sanitary living conditions and regular maintenance inside and outside the chapter facility.
The chapter has an adopted “code of ethics” and a system to review and enforce “code of ethics” violations.
There are crisis management procedures in place and understood by the chapter in case of emergency.
The chapter has at least two major community service projects/events per semester/term to benefit the campus and community.
The chapter fosters and promotes a positive social environment in the chapter facility and at all chapter events.
The chapter has a good reputation with the campus and community, and any problems are addressed/handled promptly and appropriately.
The chapter attends regularly scheduled meetings with appropriate university officials.


Total Score of 50 possible points:
Performance Level (%):

Expectation Assessment 8 – Self-Evaluation

Goal: To conduct an annual self-evaluation of chapter operations.

Rationale: Any successful organization understands and uses the exercise of self-evaluation. It provides an objective look back at those programs, activities, and events that were either successful or, at the worst, complete failures. Only when we can understand what we have done can we then determine what we will need to do to prepare for the challenges of the future. This is why annual self-evaluation is so critical to a chapter’s success .

Levels of Performance: 5 (excellent); 4 (good); 3 (average); 2 (Fair); 1 (poor); 0 (not present)

Performance Indicator	Level
A yearly review of chapter operations and goals is conducted under the guidance of the chapter counselor or other qualified facilitator.
Chapter goals are written, posted, and distributed to all brothers and new members.
The chapter conducts an annual retreat for all chapter members utilizing a qualified facilitator.
There is an executive committee retreat with incoming and outgoing officers facilitated by the chapter counselor or other appropriate facilitator.
The chapter reviews and updates its chapter by-laws annually and educated all members on proper meeting management (i.e., Robert’s Rules of Order).
All chapter members are educated in personal goal setting and self-evaluation.
The chapter, chapter counselor, and alumni board actively seek outside views and evaluations of the chapter to ensure proper perspective and goal setting.
Goals are checked against actual performance.
The chapter has a strategic plan that is appropriately evaluated and updated annually as a component of the self-evaluation.

Total Score of 45 possible points:
Performance Level (%):

Expectation Assessment 9 – Health and Well-Being

Goal: To provide educational events and encourage participation in activities that enhance personal health and well-being (Sound Mind/Sound Body).

Rationale: Just as it is important to educate all members on the benefits of a quality chapter experience, it is important for the chapter to educate all members on the benefits of personal health and well-being (sound mind/sound body). A sound mind and a sound body are the foundation of a man and, thus, the chapter and the fraternity..

Levels of Performance: 5 (excellent); 4 (good); 3 (average); 2 (Fair); 1 (poor); 0 (not present)

Performance Indicator	Level
The chapter sponsors educational events as a part of the member development program on the benefits of health and well-being (i.e., stress management, time management, proper nutrition, substance abuse, sex education, etc.).
The chapter is active in all levels of intramural sports.
If applicable, the chapter’s meal plan menu is critiqued/adjusted on its nutritional value to members.
The chapter facility has met all local fire, safety, and health codes.
The chapter conducts regular non-alcoholic social events.
The chapter members utilize the campus health facility and education information and/or seminars.
All members are educated on proper counseling techniques and skills.
The chapter is aware of and, if necessary, utilizes appropriate student counseling services.

Total Score of 40 possible points:
Performance Level (%):

Last Updated: 2008-03-14 18:23

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