EXPANSION PORTFOLIO EASTERN WASHINGTON UNIVERSITY

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1 EXPANSION PORTFOLIO EASTERN WASHINGTON UNIVERSITY

2 OUR STORY

3 ORGANIZATIONAL SNAPSHOT Founded: December 10, 1904 College of Charleston Charleston, S.C. Headquarters: Convention: Kelley A. Bergstrom Leadership Center Charlotte, N.C. Supreme Chapter Next Convention: August 5-10, 2014 Atlanta, G.A. Leadership Schools: Pi Kapp College (est. 1959) Mid Year Leadership Conference (est. 1983) BY THE NUMBERS Initiated Members: 115,468 Collegiate Members: 9,366 Alumni Members: 106,102 Total Chapters: 229 Active Chapters: 178 Chartered / Associate: 161 / 17 Average Chapter Size: 55 Philanthropy: Push America* * Founded by Pi Kappa Phi in 1977; Pi Kappa Phi remains the only fraternity to own and operate its own service organization Magazine: The Star & Lamp (est. 1909) Official Colors: Public Symbol: Logo: Gold and White Blue as an auxiliary color The Bell The Star Shield EADERS BY CHOICE [ ]

4 THE NON-FRATERNITY At the College of Charleston in 1904, three friends encouraged and supported one another to reach the highest possible levels of scholastic and extracurricular achievement. Among their goals were officer positions within the Chrestomathic Literary Society. Together they formed a group of 15 they called Nu Phi or non-fraternity to run a campaign against the fraternity slate. Elections were intense, but the Nu Phi ticket did not do well in the final count. It was later discovered that several of the members of Nu Phi had been disloyal to the group and had voted for the fraternity ticket. Determined to have a positive influence on their campus the men decided in order to do so they must form their own full-fledged fraternity. Despite offers to join the ranks of other national fraternities, they continued the legacy of Pi Kappa Phi. Today we continue the Nu Phi mentality and work to be different through the creation of Push America, being the first fraternity to establish a student leadership program and now work towards our Second Century Vision: Pi Kappa Phi will redefine fraternity as a lifelong brotherhood of leaders.

5 LEADERSHIP THROUGH SERVICE As the fraternity approached its 75 th Anniversary, Durward Owen, Pi Kappa Phi s executive director had the foresight to realize young men could benefit from the opportunity to serve the community. In 1977, Push America was founded to instill in all members a commitment to lifelong service and to enhance the quality of life for people with disabilities. Push America and Pi Kappa Phi have raised over $15 million to date and continue to change the way society views people with disabilities and fraternities. Each year more than 400 students participate in one of Push America s five programs (Journey of Hope, Gear Up Florida, Build America, Give-a-Push Weekend and Push Camp) and raise nearly $1 million for people with disabilities annually. USH

6 PI KAPPA PHI AT EASTERN WASHINGTON UNIVERSITY It is the mission of Pi Kappa Phi to redefine fraternity as a lifelong brotherhood of leaders. When we say lifelong we understand we are sharing the opportunity with the university to equip college men with the tools necessary to become outstanding citizens as college graduates. Pi Kappa Phi contributes to this goal by providing several unique opportunities to students during their membership as an undergraduate. Through our Mid Year Leadership Conference and Pi Kapp College we promote the encouragement of putting leadership skills into practice. We instill community engagement and social justice through Push America allowing our members to embrace diversity, equity and inclusion of all people. Our philosophy on community service is to be interactive and innovative in our approach to serving people with disabilities. It is through an experience with Pi Kappa Phi that we believe students will become exceptional citizens prepared for life after graduation. It is also because of the aforementioned opportunities that we provide our students that we would be a terrific partner with Eastern Washington University. Together with our shared values, we can provide a remarkable experience and challenge our students to exceed their expectations. ASTERN WASHINGTON NIVERSITY

7 REFERRALS FROM RECENT COLONIZATIONS The following universities and contacts have partnered with Pi Kappa Phi to bring a new chapter to campus this past year. In order to fully understand Pi Kappa Phi s commitment to expansion and the professionalism with which we conduct a colonization, please contact one of the following individuals. UNIVERSITY OF SAN FRANCISCO Stacy Longwich Associate Director for Student Involvement (415) salongwich@usfca.edu UNIVERSITY OF DAYTON Kevin Cane Director of Greek Life and Leadership Programs (937) kcane1@udayton.edu QUINNIPIAC UNIVERSITY Courtney McKenna Assistant Director for Campus Life (203) courtney.mckenna@quinnipiac.edu UNIVERSITY OF CENTRAL FLORIDA Gregory Mason Director of Fraternity/Sorority Housing and Development Gregory.Mason@ucf.edu OLD DOMINION UNIVERSITY Chris Jefferson Associate Director of Student Activities and Leadership (757) cjeffers@odu.edu CALIFORNIA STATE UNIVERSITY, SACRAMENTO Melissa Norrbom Greek Life Specialist (916) mnorrbom@saclink.csus.edu EADERS BY CHOICE [ ]

8 SECOND CENTURY VISION

9 PI KAPPA PHI S SECOND CENTURY VISION Pi Kappa Phi will reposition itself by redefining fraternity as a Lifelong Brotherhood of Leaders with an obligation to lead. This will capitalize on our history of being the Non-Fraternity founded for the purpose of becoming campus leaders. Also included is the specific reference to the fraternity as a Lifelong Brotherhood, which may seem implicit in the current incarnation of Pi Kappa Phi, but may not in fact be actualized by our members perceptions. The concept of a Brotherhood of Leaders extends the fraternal development beyond simple membership, and requires sustained involvement as both student and alumnus to truly be considered a member of the Brotherhood of Pi Kappa Phi. Mission We Will Lead. Vision Pi Kappa Phi will redefine fraternity as a lifelong Brotherhood of Leaders. Tag Line Leaders by Choice

10 THE STUDENT CREED

11 THE STUDENT CREED OF PI KAPPA PHI I believe that the ideal chapter is made up of men Who are bound together in a common loyalty which transcends any personal selfishness. Who realize that membership means personal responsibility in bearing their share of the financial burden of the chapter and the national organization. Who bring credit to the fraternity by striving to attain the highest possible standards of scholarship. Who safeguard the reputation of their chapter by keeping careful watch over their personal conduct. Who uphold faithfully the traditions and activities of their college. Who prepare themselves diligently to shoulder their full responsibility as citizens. I believe that my chapter can become an ideal chapter, and I shall do my share to make it so.

12 LEADERSHIP PROGRAMS

13 MID YEAR LEADERSHIP CONFERENCE Pi Kappa Phi is committed to providing its chapters the tools necessary to build successful chapters. Part of honoring that commitment is ensuring that every chapter has officers who are empowered and prepared to lead and advisors who are prepared to guide them. Each January, Pi Kappa Phi hosts the Mid Year Leadership Conference in four cities across the country. Over 1,300 undergraduates and volunteers representing every chapter in the fraternity attend this officer training. Mid Year teaches the basics of chapter operations and provides newly elected officers with the training and resources necessary to effectively fulfill their responsibilities. A unique learning experience is offered for each of ten key positions including archon, vice archon, secretary, treasurer, warden, historian, chaplain, Push America chairmen and risk management chairmen. Each track helps officers articulate their specific duties, gather resources and ideas for their position and prepare for action. Prior to attending Mid Year, only 30% of newly elected officers report feeling prepared for their positions, and 94% report feeling prepared as a result of what their experience at the program. Pi Kappa Phi also offers the Chapter Advisor Symposium as part of the Mid Year curriculum. The symposium is an interactive experience that provides Chapter Advisors with a clear understanding of Pi Kappa Phi procedures and protocol as well as with mentoring and advising skills to help chapters address their most common challenges. All Chapter Advisors must complete this formal training session as a requirement of their position.

14 PI KAPP COLLEGE In 1959, Pi Kappa Phi established one of the first leadership schools in the fraternity world. Fifty years later, Pi Kapp College transformed from an officer training conference to an emerging leaders institute. By using the Fraternity s Ritual of Initiation and the Social Change Model as the foundation of the six-day institute, emerging leaders from across the country come together to explore the principles of leadership and the values of Pi Kappa Phi, cultivate brotherhood, and engage in both group learning and personal reflection activities. Two sessions, with up to 50 participants each, are offered every summer. Pi Kapp College kicks off in Charlotte, NC at the Kelly A. Bergstrom Leadership Center. The majority of the institute is held at the Sigma Chapter house at the University of South Carolina in Columbia, SC, and participants also spend a full day in Charleston, SC the birthplace of Pi Kappa Phi for a tour of historic Pi Kapp sites and a discussion of the fraternity s Ritual of Initiation. Utilizing both Pi Kappa Phi alumni and friends of the fraternity as facilitators for the institute s large and small group dialogues, the Fraternity is able to reaffirm its commitment to partnership with the higher education community and provide invaluable resources to our students as they develop individual action plans to create change within their chapters and make lifelong commitments to Pi Kappa Phi. To date, over 265 students have participated in the redesigned Pi Kapp College and have left as more inspired and introspective leaders. One hundred percent of Pi Kapp College graduates have indicated that their ability to describe their leadership strengths and areas for growth increased or greatly increased as a result of participating in Pi Kapp College.

15 ASSOCIATE CHAPTER INSTITUTE During Supreme Chapter, as students and alumni from across the country gather to discuss the future direction of Pi Kappa Phi, elect our National Council, and celebrate the Fraternity s successes, two delegates from each Associate Chapter simultaneously participate in the Associate Chapter Institute. The goal of the Associate Chapter Institute is to inspire participants to lead their chapter toward becoming the ideal chapter by providing the tools necessary to make that commitment to leadership a reality. The Associate Chapter Institute follows an institute philosophy, meaning that the entire group has a shared experience. Sessions feature experiential education, small group processing, and personal reflection. Highlights of the program include values exploration, assessing personal leadership practices, team building with other associate chapter members, and deeper learning of fraternity history and traditions from fraternity VIPs and distinguished alumni. Additionally, each associate chapter will have the opportunity to develop and receive feedback on a plan to help build their chapter into the ideal chapter. The next Associate Chapter Institute will take place at the 54th Supreme Chapter which is scheduled for summer 2014 in Atlanta, GA.

16 COUNCIL OF ARCHONS The Council of Archons serves as a student advisory board for the National Council. Each year, twelve outstanding Archons (Chapter Presidents) serve Pi Kappa Phi by providing the National Council with regular input, advice and undergraduate perspective on fraternity related issues. Acting as a liaison between undergraduate chapters and the national fraternity, this group allows several dedicated students the opportunity to tackle tough issues and helps Pi Kappa Phi be more inclusive of student opinion.

17 SUPREME CHAPTER Supreme Chapter is the legislative body that oversees the fraternity. It meets biennially and provides an opportunity to experience brotherhood with undergraduate and alumni members throughout the country and across the decades. Members also learn how a legislative body works by participating in committees and meetings that shape the direction of Pi Kappa Phi. The 53 rd Supreme Chapter of Pi Kappa Phi was held in Washington, DC in August 2012 and more than 1,400 members and friends of the fraternity attended The 54 th Supreme Chapter will be held in August 2014 in Atlanta, GA.

18 HEADQUARTERS INTERNSHIPS Each year, Pi Kappa Phi offers several paid internship positions for students to gain real-world work experience through one of the four entities of the fraternity (Pi Kappa Phi, Pi Kappa Phi Properties, Pi Kappa Phi Foundation, and Push America). This is an amazing opportunity for members of Pi Kappa Phi to learn valuable career skills as well as serve their fraternity.

19 PEER CONFERENCE FACILITATION At each of Pi Kappa Phi s national conferences, exceptional undergraduate leaders are asked to serve as peer facilitators. This not only provides the facilitators the opportunity to improve their communication and education skills, but also provides undergraduate delegates attending the conference a unique perspective from a successful and knowledgeable peer.

20 PUSH AMERICA

21 LEADERSHIP THROUGH SERVICE In 1976, the leaders of Pi Kappa Phi had a great idea. Why should Pi Kappa Phi be satisfied with simply donating money to an existing charity? Why not create a philanthropy that would be fueled not only by Pi Kappa Phi donations, but also Pi Kappa Phi ideas and manpower? About that time a man named Thomas Sayre, an artist and architect, was experimenting with architectural designs that facilitated therapeutic play for children with severe disabilities. By 1977, a new nonprofit service organization had been founded by Pi Kappa Phi Fraternity to support these designs. Over the next several years, fraternity members from chapters all over the U.S. raised money to support the placement of the play units in facilities for people with disabilities. In 1992, the organization changed its name to Push America, focusing on the national scope of its programs. Push America is a separate nonprofit organization and employs its own full-time staff. Operating out of the same building in Charlotte, N.C., Push America and Pi Kappa Phi Fraternity work in tandem to produce service learning opportunities. Pi Kappa Phi brothers raise not only funds, but also awareness of the abilities of people with disabilities. To date Pi Kappa Phi has raised more than $15 million for Push America. In its commitment to people with disabilities, Pi Kappa Phi and Push America have created the most innovative and unique philanthropy in the Greek community. Every summer, more than 125 members of Pi Kappa Phi participate in the national programs of Push America Build America, Gear Up Florida and Journey of Hope developing leadership skills, learning the importance of philanthropy and enhancing the lives of people with disabilities across the nation. Student members of Pi Kappa Phi also reach out to people of all ages through Push America s educational programs. Pi Kappa Phi members receive detailed training in the history, vision, purpose and function of Push America. They are taught how to make it an integral part of a successful chapter. This training comes in a variety of forms, ranging from professional Push America staff visits to participation in local volunteer relationships to actual work projects like Give-A-Push Weekends, Push Camps and AccessABILITY projects. Push America and Pi Kappa Phi bring campuses, communities and corporations together in support of people with disabilities. building leaders of tomorrow by serving people with disabilities today

22 PUSH AMERICA PROGRAMS Journey of Hope Journey of Hope is a cross-country cycling event that raises funds and awareness for people with disabilities. Over the course of the summer, three teams comprised of 30 Pi Kappa Phi s cycle 4,600 miles through 32 states, raising awareness of the abilities of people with disabilities along the way. Together 100 men on three teams cycle a total of 12,000 miles. Each cyclist personally raises a minimum of $5,000 prior to the event. In addition to educating the general public and raising funds, the Journey of Hope teams also visit with those for whom they ride during Friendship Visits. These community inclusion events give people with disabilities an opportunity to interact with their community, and are often the summer highlights for team members. The teams annually raise more than $500,000, which is then distributed to partner organizations in the form of grants. Gear Up Florida Gear Up Florida is an 800-mile cycling event through the state of Florida, which also raises funds and awareness for people with disabilities. Over the course of 15 days, the Gear Up Florida team of 35 Pi Kappa Phi s cycle from Miami to Tallahassee, and annually raises over $75,000. Like Journey of Hope, the Gear Up Florida team also visits with people with disabilities during Friendship Visits. Build America The premiere construction program of Push America, Build America is a national construction event to build life-enriching environments at camps that serve people with disabilities. Each summer, a team of 25 Pi Kappa Phi s travel cross-country, building accessible amenities at six camps, spending one week at each. However, the true highlight of each visit is interacting with the campers. In addition to enriching camp environments, each team member personally raises at least $3,500. Build America saves the camps tens of thousands of dollars in labor as well as providing additional grants and support. Push Camps Three to four Push Camps, week-long service opportunities that coincide with spring break, are scheduled each spring. Pi Kappa Phi members converge at a camp or facility for people with disabilities and spend the week building accessible environments, which enhance the camp experience for people with disabilities. Through empathy training, leadership development and a disability awareness program; participants are able to return to their chapter better prepared to educate others on the abilities of people with disabilities.

23 Give-A-Push Weekends Give-A-Push Weekends are similar to Push Camps, but take place over the course of a weekend. Each semester four to five Give-A-Push Weekends are hosted around the country and involve anywhere from 25 to 60 members of Pi Kappa Phi dependent on the facility s accommodations. After two days of hard work, the participants are able to interact with the beneficiaries of their labor. AccessABILITY AccessABILITY provides opportunities for chapters of Pi Kappa Phi to impact their local communities by providing the means to construct accessible ramps. Once chapters find a recipient and a contractor, Push America provides funds for the necessary materials. AccessABILITY projects are designed to energize Pi Kappa Phi chapters to be active in their community by providing an accessible ramp to a family in need.

24 NEW MEMBER EDUCATION

25 BUILDING BETTER MEN In 1995, Pi Kappa Phi led the fraternity world with the introduction of The Journey Project. The Journey Project philosophy was building better chapters by building better men. The success of this endeavor led to the America s Leading Fraternity (ALF) initiative in In both of these initiatives, the focus was on providing members with access to world-class leadership and life-skills training through our Collegiate Success Program and programs such as the Covey Leadership Institute and Life 401. Though these programs have been utilized in different ways since the inception of the Journey Project, they continue to be an important part of our members experience. In 2004 Leaders by Choice was introduced following Pi Kappa Phi s centennial celebration, along with the fraternity s Second Century Vision. Pi kappa Phi will continue to build better men by instilling a commitment to leadership among its members through the tenants of CLASS Character, Leadership, Achievement, Scholarship and Service. However, there will be a greater focus on developing members who actively choose to be leaders in their chapters, in their campuses, and in their communities. Pi Kappa Phi prides itself on providing cutting-edge leadership development opportunities to its constituents, and is proud to be working on innovative leadership development programming that will be designed and implemented on a rolling basis over the next three years. Utilizing experts in the field of leadership as well as the latest research on leadership development and college student development theory, Pi Kappa Phi will provide member education that complements the collegiate experience, promotes student learning, and instills in members the importance of their choice to lead as citizens of a global community. In Appendix D, you will find a sample of Pi Kappa Phi s new member education resources, which are available to all undergraduate chapters. SOCIAL JUSTICE An essential piece Pi Kappa Phi s member education and leadership development is the utilization of Push America to help frame conversations around diversity. Through Pi Kapp College and our New Member Education Program, we use Push America as the lens in which we teach our students to understand social justice and cultural competence. Our students are able to have discussions about identity and the power of language. We discuss the usage of people first language and social identity groups. On several campuses Pi Kappa Phi chapters participate in a national campaign to end the use of the R-Word. Through our partnership with Best Buddies and the Special Olympics we are able to spread awareness for people with disabilities throughout the country.

26 RISK MANAGEMENT EDUCATION

27 PI KAPPA PHI S RISK MANAGEMENT POLICY & INSURANCE COVERAGE Pi Kappa Phi Fraternity is a founding member of the Fraternal Information & Programming Group (FIPG). FIPG has become well-known throughout the interfraternal community, and the group s one-page risk management policy has become the standard for nearly every fraternity and sorority. Ultimately, the Fraternity s risk management policy is a document that can members reduce our risks as individuals and as an organization. Pi Kappa Phi has not adopted any additional policies related to risk management, however the Fraternity continues to reinforce the FIPG recommendations and provides in-depth risk management training to our students and volunteers. Additionally, Pi Kappa Phi is also a founding member of the Fraternity Risk Management Trust, Ltd. (FRMT, Ltd.), a Vermont captive reinsurance company composed of 28 inter/national fraternities and sororities. As part of the Fraternity s risk management program, Pi Kappa Phi maintains comprehensive general liability insurance coverage. The program is mandatory for all student chapters, and the Fraternity voluntarily procures coverage under the program for our local and national volunteers and housing corporations. Since 2005, Pi Kappa Phi has established local sublimits of $250,000 per occurrence and $500,000 in the aggregate per chapter for all policy insureds, entities, and individuals; except the National Fraternity, Pi Kappa Phi Foundation, Pi Kappa Phi Properties, Push America, regional volunteers, and the organization s directors, officers, and employees. Additional information about the Fraternity s risk management policy and insurance coverage is available upon request.

28 PHILOSOPHY STATEMENTS In addition to Pi Kappa Phi's risk management policy, the Fraternity has adopted philosophy statements regarding alcohol and the use of illegal drugs and controlled substances. In seeking to be a responsible member of the higher education community, Pi Kappa Phi is highly concerned about alcohol and drug abuse, believing that both prevent members from realizing their full potential as citizens and from exemplifying the true characteristics of brotherhood. Accordingly, the Fraternity uses these statements serve as guiding documents for our students, staff, and volunteers. Philosophy of the Organization Regarding Alcohol Pi Kappa Phi Fraternity is a values-based membership development organization that focuses on building brotherhood through character enhancement, leadership development, academic achievement, commitment to service, life long friendship and social experiences. The Fraternity believes that alcohol abuse prevents individual members from realizing their full potential as citizens and from exemplifying these characteristics of brotherhood. While the moderate and legal consumption of alcohol, in and of itself, does not constitute a problem, the illegal use and abuse of alcoholic beverages is widely recognized as major problem in our society. Seeking to be a responsible member of the higher education community, Pi Kappa Phi is highly concerned about alcohol abuse. Our Fraternity believes very strongly in the betterment of men through our chapters. Our organization upholds the following philosophy specifically related to alcohol. The Fraternity expects that our members follow state laws across the United States which have made consumption of alcohol illegal for people under 21 years of age. The Fraternity supports and enhances the mission of the institutions where we are present through application of student development theory. As a subset of the campus community, the Fraternity collaborates with the host institution to address the problem of alcohol misuse. The Fraternity works to address the negative behaviors associated with alcohol misuse and abuse, and not simply the location of those behaviors. As such, Pi Kappa Phi addresses these behaviors with a comprehensive educational approach. Through education, training, and mature adult guidance, we provide the tools to help students make good choices, and to understand the consequences of their choices. The organization will hold chapters and individual chapter members accountable for the choices they make. The Fraternity expects personal responsibility from its members and accountability through local self governance. The Fraternity follows a consistent and progressive discipline strategy with our chapters. We are concerned for the safety and well being of our members.

29 Philosophy of the Organization Regarding Illegal Drugs & Controlled Substances Pi Kappa Phi fraternity is a values-based membership development organization that focuses on building brotherhood through character enhancement, leadership development, academic achievement, commitment to service, life long friendship and social experiences. The fraternity believes that illegal drug use prevents individual members from realizing their full potential as citizens and from exemplifying these characteristics of brotherhood. Seeking to be a responsible member of the higher education community, Pi Kappa Phi is highly concerned about drug use and abuse. Our fraternity believes very strongly in the betterment of men through our chapters. Our organization upholds the following philosophy specifically related to drugs. We are concerned about the impact drugs and other mind altering substances have on the safety and lifelong well-being of our members, as well as the reputation of our fraternity. The Fraternity expects that our members follow federal and state drug laws across the United States. Additionally, the possession, sale or use of any illegal drugs or controlled substances while on chapter premises or during a fraternity event or at any event that an observer would associate with the fraternity is strictly prohibited. As a subset of the campus community, the fraternity collaborates with the host institution to address the problem of drug use and abuse, including leveraging campus and community resources to assist the membership. Through education, training, and mature adult guidance, we provide the tools to help students make good choices, and to understand the consequences of their choices. The national fraternity expects personal responsibility from its members and accountability through local self-governance. The national fraternity will hold chapters accountable for the choices they make through a progressive discipline strategy.

30 A COMPREHENSIVE APPROACH TO RISK MANAGEMENT EDUCATION Pi Kappa Phi believes very strongly in the betterment of men through our chapters. Accordingly, we work to address the negative behaviors associated with alcohol and drug misuse and abuse, hazing, and sexual abuse and harassment through a comprehensive educational approach. Through education, training, and mature adult guidance, we provide the tools to help students make good choices and to understand the consequences of their choices. With the help and guidance of the U.S. Department of Education s Higher Education Center for Alcohol and Other Drug Abuse and Violence Prevention, Pi Kappa Phi created a comprehensive risk management strategic plan in This plan continues to guide the strategic educational efforts of the fraternity. Pi Kappa Phi currently utilizes the following initiatives to educate collegiate members about risk management: The Ladder of Risk The Ladder of Risk is the basic FIPG Policy information delivered by a dynamic facilitator who educates chapter members and creates a conversation about planning safe social events. This program is required for every member and associate member every other year. Through The Ladder of Risk, Pi Kappa Phi s members and associate members learn how to host safe chapter events, as well as ways to reduce their risk as a chapter through scenarios, crisis management planning, and the introduction of the Social Event Planning Guide. Through follow-up from the Leadership Consultant, Director of Alcohol Education, and Director of Risk Management, it is the Fraternity s goal that every member will know and understand Pi Kappa Phi s risk management policy, and the chapter will implement safe procedures at fraternity events. Trained facilitators deliver the two-and-a-half hour Ladder of Risk program to approximately 75 Pi Kappa Phi chapters each year. Alcohol Skills Training Program (ASTP) The Alcohol Skills Training Program (ASTP) is unlike most alcohol programs because it acknowledges that college students drink, and rather than try to impose abstinence, recognizes that any steps toward reduced risk are steps in the right direction. The goal of ASTP is to educate Pi Kappa Phi s members about alcohol-related behavior while increasing members interest in critically examining their drinking patterns and eventually implementing the skills they learn. In doing so, members can learn to minimize the potential negative consequences through prevention action, reduced consumption, or abstinence. Trained facilitators deliver the two-and-a-half hour Alcohol Skills Training Program to approximately 45 Pi Kappa Phi chapters each year.

31 GreekLifeEdu Since 2008, Pi Kappa Phi has partnered with Outside The Classroom to offer GreekLifeEdu an interactive program focusing on alcohol consumption, hazing, and sexual assault that helps students make safer and healthier decisions. The online prevention program educates students about behaviors that compromise personal safety while challenging preconceived social norms. Customized to each student, the course provides an experience that impacts both individual behavior and chapter culture. Through the use of nonopinionated, science-based content, as well as survey, knowledge tests and interactive exercises, GreekLifeEdu helps students adopt positive behaviors and build self-efficacy. The National Council of Pi Kappa Phi requires all associate members to pass Part 1 of GreekLifeEdu with a grade of at least 70% prior to initiation. RESPONSE ABILITY RESPONSE ABILITY is an educational program addressing bystander behavior: when we see something happening that we know is not right and we do nothing or say nothing. As partner in The RESPONSE ABILITY Project, Pi Kappa Phi offers the following materials to our chapter to help facilitate a conversation about bystander behavior: The main RESPONSE ABILITY video on DVD [29 minutes] Training video on bystander intervention strategies [21 minutes] Facilitator s Guide, including suggested discussion questions The RESPONSE ABILITY materials utilize real college students to discuss difficult issues and unhealthy behaviors, including hazing, drug and alcohol abuse, racism, homophobia, eating disorders, and sexual assault. Risk Management Resources Pi Kappa Phi Fraternity has a myriad of resource materials in regards to risk management issues, including, but not limited to, the FIPG Manual, FRMT, Ltd. Manual and educational resource material in regards to alcohol issues, hazing, sexual assault, etc. all available to our students on the Pi Kappa Phi website. Despite the rules-oriented nature of FIPG, Pi Kappa Phi Fraternity expects personal responsibility from its members and accountability through local self governance. In this regard, Pi Kappa Phi Fraternity works with students to give them the opportunity to make the right decisions for themselves. In addition to this education at the chapter level, each Mid Year Leadership Conference provides training for risk managers to educate them on risk management and allow them to create and implement a risk management plan at the chapter level. The director of alcohol education and director of risk management are available to work with chapters on a daily basis, provide resources and answer questions.

32 ALUMNI & VOLUNTEER SUPPORT

33 VOLUNTEER STRUCTURE As part of the Second Century Vision of Pi Kappa Phi, we seek to provide all alumni with meaningful opportunities for involvement. Such opportunities also provide our chapters with a support structure of qualified advisors to help develop our students into Leaders by Choice. Pi Kappa Phi also hosts a series of training seminars for our volunteer network in order to provide the resources to be most effective. Regional Governor The regional governor reports directly to an elected and governing Pi Kappa Phi National Council member. The 178 chapters of Pi Kappa Phi are assigned to one of 47 different regions. Each is overseen by a regional governor. Each regional governor supervises two to five undergraduate chapters. They are responsible for recruiting and supervising chapter advisors within their region and working with national headquarters staff to provide support for our students on a regional level. Chapter Advisor The chapter advisor works with the local chapter and specifically the chapter president. The chapter advisor works as an important voice of experience for the chapter, assisting them in making important decisions. The importance of a chapter advisor is never understated within Pi Kappa Phi. Their ability to provide continuity from one year to the next and help the chapter maintain its strategic plan is essential. They are also responsible for working with the regional governor to set up a Council of Advisors for the chapter. The Council of Advisors (COA) The COA is a group of alumni who assist a chapter in their day-to-day operations. The board usually consists of the chapter advisor, who oversees the board, and three to five other members. Each member of the board specializes in a specific area of chapter operations. For example, many chapters have a recruitment advisor as a member of their COA. Other opportunities on the board include: financial advisor, faculty advisor, academic coach, member education advisor, legal advisor, housing advisor and Push America advisor.

34 VOLUNTEER RECRUITMENT Pi Kappa Phi has a high level of involvement from four major groups in advising our chapters. These volunteers prove to be the most committed and dedicated individuals in supporting our undergraduate groups. Past Push America Team Event Participants Known as Pi Alphas, members who have participated in one of Push America s summer team events have a greater understanding of the national fraternity. Because of their life-changing experience on the Journey of Hope, Build America, and/or Gear Up Florida teams, these members continue be engaged with the fraternity as advisors to local chapters. Past Staff Whether a past Leadership Consultant or director-level staff member, those individuals who once served in some capacity on our national staff continue to be heavily involved in the fraternity through volunteer involvement. Additionally these volunteers typically perform at the highest level and in the greatest capacity. Foundation & Push America Donors PI Kappa Phi provides our alumni with two ways to financially give back to the fraternity: The Pi Kappa Phi Foundation and Push America. We have found those who donate have also been those who are willing to get involved on the Council of Advisors and in other volunteer capacities. Friends of the Fraternity The most unique group of Pi Kappa Phi volunteers is those who are non-members. We have seen a steady increase in the amount of volunteers who are nonmembers over recent years and realize sometimes they are among our best advisors. Currently, approximately 15 percent of Pi Kappa Phi s advisors are nonmembers, including: Kim Novak, Campus Safety & Student Risk Management Specialist // Past Chapter Advisor Theta Xi Chapter (Arizona State) Michael Smith, Lambda Chi Alpha Fraternity // Chapter Advisor Eta Gamma Chapter (Colorado) Kacee Collard Jarnot, Assistant Director of Parent & Family Programs (Colorado State) // Chapter Advisor Zeta Phi Chapter (Colorado State)

35 ALUMNI INVOLVEMENT PHILOSOPHY Pi Kappa Phi continues to engage alumni in two ways. We believe the way in which we involve alumni allows us to reach a higher quantity of alumni across the country. Rather than a regional approach we believe that there are two ways in which alumni want to be engaged in Pi Kappa Phi. The first is through involvement in their undergraduate chapter; therefore, we support chapter based alumni organizations. The second is by networking with alumni from other chapters in the area in which they live; therefore, we host several city based alumni events across the country. Chapter Based Alumni Organizations Pi Kappa Phi uses the chapter based model for alumni organizations allowing them to directly support the chapter in which they were apart of. We believe this keeps them engaged at the highest level while allowing us to connect with our chapter based alumni organizations to continue to involve our alumni in the national fraternity. City Based Alumni Events To support those members who have moved away from their local chapter and are looking to get engaged in the city in which they live Pi Kappa Phi hosts several city based alumni events throughout the year in places across the country. Each year the fraternity strategically plans around 50 city based alumni events in cities where a large number of members from multiple chapters live.

36 BY THE NUMBERS Area Alumni: 551 *Within 50 miles of EWU Past Staff Members: 5 Past Volunteers: 9 Push America Team Event Participant: 11 Founding Chapter Member: 54 [ ]

37 CHAPTER METRICS

38 THE SEVEN OBJECTIVES OF CHAPTER EXCELLENCE The Seven Objectives of Chapter Excellence are defined disciplines that every chapter can use to improve their overall performance on campus. The Seven Objectives tool is designed to help each advisor and officer evaluate his chapter s performance in the vital areas of fraternal life. This assessment is used as a base line and starting point during the leadership consultant visit. The tool has been assembled as a guide for each chapter to identify its own strengths and challenges. The Seven Objectives of Chapter Excellence are: recruitment success, superior associate member education, scholastic achievement, sound chapter operations, living the ritual, commitment to service, and effective chapter alumni relations. The leadership consultant visit is centered upon evaluating the chapter s performance in each of these seven areas, evaluating the area of greatest need, and then guiding the chapter to achieve a higher level of proficiency in those areas. NATIONAL AWARDS Pi Kappa Phi honors several chapters and individuals awards each year, from individual scholarships to volunteer recognition to chapter awards. The following is a sample of awards that are given to undergraduates, volunteers, alumni and undergraduate chapters for their superior work in Pi Kappa Phi. Mixson, Fogarty and Kroeg Awards The Mixson, Fogarty and Kroeg awards, named in honor of our three founders, recognize the three most outstanding chapters of Pi Kappa Phi in the nation with respect to the size of the Greek community on their campus. Recipients of these awards display overall excellence in the areas of the Seven Objectives: Recruitment Success, Superior Associate Member Education, Academic Achievement, Sound Chapter Operations, Living the Ritual, Commitment to Service and Effective Chapter Alumni Relations. Champion Master Chapter Awards Chapters that achieve a composite score of Level III on the Seven Objectives Report are recognized as Champion Master Chapters. Champion Master Chapters will be considered finalists for the Mixson, Fogarty and Kroeg awards.

39 Theron A. Houser Most Improved Chapter Award This award in honor of Brother Houser, Zeta (Wofford), who served on the national council for 32 years, including national president from and believed any chapter could achieve greatness recognizes the chapter that demonstrates the overall most significant improvement in the Seven Objectives of Chapter Excellence. To be considered for the Theron A. Houser Most Improved award, chapters are encouraged, but not required, to submit additional materials that exhibit significant improvement. Dr. Phillip M. Summers Student of the Year Award Named in honor of Brother Phillip Summers, Alpha Psi (Indiana), who served as national president from and was named Mr. Pi Kappa Phi in 2003, this award recognizes the overall most outstanding student member of Pi Kappa Phi. The winner is someone who best exemplifies the ideals of Pi Kappa Phi in his chapter, on his campus and in his community. Howard H. Baker Leadership Award This award is named in honor of Brother Howard Baker, Alpha Sigma (Tennessee), who served as U.S. Senator from Tennessee from and Senate Majority Leader from This award recognizes the student member of Pi Kappa Phi with the most outstanding leadership and involvement in campus and community organizations independent of his chapter.

40 FRATERNITY COMMUNICATIONS

41

42 PUBLICATIONS The Star & Lamp The fraternity s award-winning national magazine, The Star & Lamp is published digitally and in print biannually. The Star & Lamp is the primary link between the alumni members and the greater fraternity. The magazine keeps its members informed on fraternity initiatives, Push America, upcoming expansions and charterings, as well as information on individual chapters and alumni. The White Diamond The member manual for Pi Kappa Phi, The White Diamond is published every other year and is distributed to all new members. It contains chapters on the fraternity history, risk management policies and stances, etiquette, brotherhood, general Pi Kappa Phi knowledge and informational appendices on the Greek world. The book is published in a hard-bound edition. NEW MEDIA Pi Kappa Phi has made a concerted effort to connect with our students through the most up-to-date and effective mediums. It is in that spirit that we recently added a new position to our headquarters staff to manage all new media-related communication. Through our use of social media tools such as Facebook, Twitter and Linked In; Pi Kappa Phi has been able to increase communication with our chapters in order to increase familiarity and trust in our national staff members.

43 THE GREATER FRATERNITY

44 Pi Kappa Phi Fraternity Organizational Chart Chief Executive Officer Chief Operating Officer Chief Financial Officer Bookkeeper Assistant Executive Director of Education & Accountability Director of Information Systems Assistant Executive Director of Communication Assistant Executive Director of Alumni Engagement Assistant Executive Director of Chapter Development Director of Member Education Assistant Communication Director (Marketing) Director of Alumni Engagement Leadership Consultants (12) Director of Chapter Development (3) Director of Leadership Development Technology Intern Program Assistant Communication Director (Print) Communications Intern Program Fraternity Intern Program Coordinator of Expansion (2) Director of Prevention Education Assistant Communication Director (PR) Team Events Intern Program Coordinator of Member Records Coordinator of Merchandise & Facilities

45 THE GREATER FRATERNITY Pi Kappa Phi Fraternity consists of four legal entities: Pi Kappa Phi Fraternity; Pi Kappa Phi Foundation, the educational and fund-raising branch of the Fraternity; Pi Kappa Phi Properties, which deals with housing issues at 15 different chapters and owns 10 properties; and Push America, the fraternity s national philanthropy. Total assets approach $16 million with annual revenues of approximately $5.5 million. The National Headquarters is currently located in Charlotte, N.C. The staff of all affiliates, excluding interns, consists of 36 paid positions. Since 1994, the staff has been led by Chief Executive Officer Mark E. Timmes. Brother Timmes holds degrees in both law and accounting, and previously served as the director of communications for the fraternity before entering law school. Brother Timmes serves as the CEO of the Fraternity, the Foundation, and Pi Kappa Phi Properties in order to provide synergy and to coordinate long-term planning. Each of the four affiliates maintains its own chief operating officer. Each entity also has its own board of directors. Pi Kappa Phi Fraternity is governed by the National Council, which consists of seven alumni volunteers and one student representative. The National Council is elected at the biennial national convention, Supreme Chapter, by the student and alumni delegates. PI KAPPA PHI FOUNDATION The Foundation provides educational support directly to student members and supports the educational initiatives of Pi Kappa Phi Fraternity though the solicitation of donations from alumni and friends of Pi Kappa Phi. The Foundation provides several scholarships that recognize Pi Kappa Phi undergraduate and graduate students who excel in areas of academics, chapter leadership and campus/community involvement. These scholarships underscore an important part of the Foundation s mission while providing real and tangible support to student leaders who bring credit to themselves and their fraternity. Scholarships The Pi Kappa Phi Foundation's scholarship program provides financial assistance each year to undergraduate and graduate students. These scholarships are intended to reward students who excel not only in the classroom, but in campus and community involvement as well as chapter leadership. The following scholarships are available on an annual basis: International Scholars Award To help prepare students to keep pace in this ever-changing global business climate, the Pi Kappa Phi Foundation established the International Scholars Award, which is endowed through the generosity of two alumni members. The International Scholars Award provides an opportunity to gain first hand knowledge and understanding of the various business, economic and cultural differences for outstanding student leaders who might not otherwise be able to afford a study abroad experience.

46 Pi Kapp Scholars Award Since 1927, Pi Kappa Phi has recognized student leaders for their commitment to academic excellence. The Pi Kapp Scholars Award is Pi Kappa Phi's oldest and most prestigious scholarship and is intended to recognize chapter leaders who demonstrate lead in the classroom. Outstanding Associate Member Award The Outstanding Associate Member Award is designed to recognize and motivate Pi Kappa Phi s newest members to begin their fraternity career on solid academic standing. By adding this incentive to scholastic performance during one s associate membership, the award motivates successful behaviors in our next generation of leaders. Winkelmann Health Professionals Scholarship The Winkelmann Health Professions Scholarship is awarded to a senior or graduate student who has been accepted into an accredited health professions program, including dentistry, osteopathic medicine, physical therapy, occupational therapy and general medicine. The scholarship is named for Craig A. Winkelmann, an initiate and re-founding father of the Alpha Rho chapter at West Virginia University, who runs a successful dentistry practice in North Carolina. Craig understands the critical role fraternity played in his life and encourages deserving students interested in health care professions to leverage their own Pi Kappa Phi experience into a meaningful career. PI KAPPA PHI PROPERTIES Pi Kappa Phi Properties is an incorporated entity with the sole purpose of providing housing and management expertise for chapters of Pi Kappa Phi Fraternity. The Fraternity believes housing can be a tremendous educational resource and, when utilized correctly, can play an important role in ensuring the long-term strength of a chapter. Since its incorporation in 1966, Pi Kappa Phi Properties has acquired houses through purchase or administration of lease relationships with university facilities. Presently, Pi Kappa Phi Properties in focusing on providing housing for newly chartered (and existing) chapters and is committed to assisting in the creation of local Housing Corporations and finding solutions to living arrangements. National Housing Corporation Pi Kappa Phi Properties is a strong, professionally managed, national fraternity housing corporation with a diverse portfolio and an excellent payment record to various lenders nationwide. The corporation has assets in excess of $10.5 million and a net worth (based on cost) of over $3.8 million. Since its inception, Pi Kappa Phi Properties has owned and operated more than 50 student-living facilities.

47 Professional Management As a separate affiliate of the Fraternity, Pi Kappa Phi Properties is governed by a board of 10 alumni volunteers, as well as one student member. Invariably, these individuals have real estate, banking and legal expertise. Pi Kappa Phi Properties is managed by a full-time salaried staff who administer the portfolio, perform on-site consulting and publish written materials pertaining to the purchase, maintenance and supervision of fraternity housing. Infrastructure Loan Fund Pi Kappa Phi Properties retains a managed housing loan fund of more than $1.4 million. The money is made available to our local housing corporations in the form of infrastructure loans, with the purpose of developing and improving living conditions for the undergraduate members. Some projects that have utilized this loan have included both interior and exterior improvements, second mortgages, new roofing and updated plumbing. Educational Resources The extensive Housing Corporation Manual Series is provided as a service to our local alumni to educate them in proper chapter house management. The series covers important topics such as tax management, insurance and relations with the student chapter. Through a dedicated effort toward providing the best housing corporation information source in the fraternity world, the manual series represents 15 years of concentrated effort.

48 OUR CHAPTERS

49 CHARTERED CHAPTERS OF PI KAPPA PHI FRATERNITY Italicized chapters are inactive Chapter College/University Chapter College/University Alpha College of Charleston Alpha Alpha Mercer Beta Presbyterian Alpha Beta Tulane Gamma California Berkeley Alpha Gamma Oklahoma Delta Furman Alpha Delta Washington Sigma* South Carolina Alpha Epsilon Florida Epsilon Davidson Alpha Zeta Oregon Zeta Wofford Alpha Eta Samford Eta Emory Alpha Theta Michigan State Theta Cincinnati Alpha Iota Auburn Iota Georgia Tech Alpha Kappa Michigan Kappa UNC Chapel Hill Alpha Lambda Mississippi Lambda Georgia Alpha Mu Penn State Mu Duke Alpha Nu Ohio State Nu Nebraska Alpha Xi St. John s Xi Roanoke Alpha Omicron Iowa State Omicron Alabama Alpha Pi University of the South Pi Oglethorpe Alpha Rho West Virginia Rho Washington & Lee Alpha Sigma Tennessee Tau North Carolina State Alpha Tau Rensselaer Upsilon Illinois Alpha Upsilon Drexel Phi Tulsa Alpha Phi Illinois Institute of Technology Chi Stetson Alpha Chi Miami Psi Cornell Alpha Psi Indiana Omega Purdue Alpha Omega Oregon

50 Chapter College/University Chapter College/University Beta Alpha New Jersey Institute of Technology Gamma Epsilon Western Carolina Beta Beta Florida Southern Gamma Zeta West Virginia Tech Beta Gamma Louisville Gamma Eta Athens Beta Delta Drake Gamma Theta UNC Wilmington Beta Epsilon Missouri Gamma Iota Louisiana State Beta Zeta Simpson Gamma Kappa Georgia Southern Beta Eta Florida State Gamma Lambda Missouri S&T Beta Theta Arizona Gamma Mu Belmont Abbey Beta Iota Toledo Gamma Nu LaGrange Beta Kappa Georgia State Gamma Xi Georgia Southwestern Beta Lambda Tampa Gamma Omicron Bethel Beta Mu McNeese State Gamma Pi Northwestern State (OK) Beta Nu Houston Gamma Rho Lander Beta Xi Central Michigan Gamma Sigma Armstrong Beta Omicron Northwestern State (LA) Gamma Tau North Texas Beta Pi Eastern Michigan Gamma Upsilon Oklahoma State Beta Rho Clarkson Gamma Phi South Alabama Beta Sigma Northern Illinois Gamma Chi Jacksonville Beta Tau Valdosta State Gamma Psi Montevallo Beta Upsilon Virginia Gamma Omega Augusta College Beta Phi East Carolina Delta Alpha Virginia Tech Beta Chi East Texas State Delta Beta North Georgia Beta Psi Tennessee Wesleyan Delta Gamma Nebraska Omaha Beta Omega East Tennessee State Delta Delta Truman State Gamma Alpha West Alabama Delta Epsilon Jacksonville State Gamma Beta Old Dominion Delta Zeta Appalachian State Gamma Gamma Troy State Delta Eta Morehead State Gamma Delta Memphis Delta Theta Mars Hill

51 Chapter College/University Chapter College/University Delta Iota Middle Tennessee State Epsilon Nu California State Sacramento Delta Kappa Pembroke State Epsilon Xi LaSalle Delta Lambda UNC Charlotte Epsilon Omicron Villanova Delta Mu Methodist College Epsilon Pi Virginia Commonwealth Delta Nu Western Kentucky Epsilon Rho Lenoir-Rhyne Delta Xi North Alabama Epsilon Sigma Christian Brothers Delta Omicron Nicholls State Epsilon Tau St. Joseph s Delta Pi Wright State Epsilon Upsilon Georgia College & State Delta Rho Southern California Epsilon Phi Alabama Birmingham Delta Sigma Bowling Green State Epsilon Chi Denver Delta Tau James Madison Epsilon Psi Slippery Rock Delta Upsilon Pittsburgh Epsilon Omega Texas Tech Delta Phi Radford Zeta Beta California San Diego Delta Chi Kansas State Zeta Gamma North Dakota Delta Psi Texas Arlington Zeta Delta Shippensburg Delta Omega Texas A&M Zeta Epsilon George Mason Epsilon Alpha Elon Zeta Zeta North Florida Epsilon Beta Grand Valley State Zeta Eta South Florida Epsilon Gamma Longwood Zeta Theta Texas Austin Epsilon Delta Auburn Montgomery Zeta Iota Indiana (PA) Epsilon Epsilon Virginia Wise Zeta Kappa Richard Stockton Epsilon Zeta Central Arkansas Zeta Alpha* Clemson Epsilon Eta Winthrop Zeta Lambda California State Chico Epsilon Theta Seton Hall Zeta Mu California State Northridge Epsilon Iota UNC Greenboro Zeta Nu West Chester Epsilon Kappa Southern Polytechnic Zeta Xi Averett Epsilon Lambda South Carolina Upstate Zeta Omicron SUNY Cortland Epsilon Mu Bradley Zeta Pi Marshall

52 Chapter College/University Chapter College/University Zeta Rho California State Fullerton Eta Phi Maryland Baltimore County Zeta Sigma California Davis Eta Chi Texas Christian Zeta Tau Barton Eta Psi Central Florida Zeta Upsilon Bloomsburg Eta Omega New Mexico State Zeta Phi Colorado State Theta Alpha Southern Mississippi Zeta Chi Albright Theta Beta West Georgia Zeta Psi IUPUI Theta Gamma SUNY Buffalo Zeta Omega Towson State Theta Delta Florida International Eta Alpha Concord Theta Epsilon Kansas Eta Beta Indiana State Theta Zeta George Washington Eta Gamma Colorado Theta Eta America Eta Delta Kennesaw State Theta Theta Iowa Eta Epsilon Maryland Theta Iota Washington State Eta Zeta Queens Theta Kappa Baylor Eta Eta California Irvine Theta Lambda Missouri State Eta Theta San Francisco Theta Mu Massachusetts Amherst Eta Iota Christopher Newport Theta Nu Delaware Eta Kappa SUNY Plattsburgh Theta Xi Arizona State Eta Lambda SUNY Brockport Theta Omicron Nevada Reno Eta Mu Wingate Theta Pi Texas Tyler Eta Nu Pennsylvania Theta Rho Western Michigan Eta Xi SUNY Albany Theta Sigma California State Long Beach Eta Omicron San Francisco State Theta Tau High Point Eta Pi Coastal Carolina Theta Upsilon Northern Arizona Eta Rho Texas State San Marcos Theta Phi Louisiana Tech Eta Sigma UCLA Theta Chi Ohio Eta Tau Kentucky Theta Psi Rochester Institute of Technology Eta Upsilon Miami (OH) Theta Omega Binghamton

53 Chapter Iota Alpha Iota Beta Iota Gamma Iota Delta Iota Epsilon Iota Zeta Iota Eta Iota Theta Iota Iota Iota Kappa Iota Lambda Iota Mu Iota Nu Iota Xi Iota Omicron Iota Pi College/University Sacred Heart Texas San Antonio Wyoming New Hampshire Susquehanna Stephen F. Austin State Embry-Riddle (Prescott, AZ) Tennessee Tech Cal Poly Pomona Northern Colorado Quinnipiac University University of Arkansas Fort Smith Mississippi State University University of Texas Dallas Iona College University of Dayton * Chapters of Pi Kappa Phi are granted charters in Greek alphabetical order by date. Two chapters, South Carolina and Clemson, were granted charters out of order due to special circumstances. Once a charter is assigned to a college/university, it may not be reassigned to another, and it may remain dormant indefinitely.

54 CHAPTERS IN WASHINGTON University of Washington (Est. 1924, 1990) Chapter Size: 66 Washington State University (Est. 2005) Chapter Size: 99 EADERS BY CHOICE [ ]

55 COLONIZATION PROCESS

56 COLONIZATION PROCESS Pi Kappa Phi has used the same expansion model to be successful in starting chapters across the country for over eight years. The basis of this model is four weeks of on campus recruitment in which a minimum of two staff members are present. We also recognize that the same basic model does not work at every campus and in each unique situation; therefore, we have adopted three different strategies to ensure we provided the most effective resources to an expansion on your campus. Upon the agreement to bring a Pi Kappa Phi chapter to campus, we will work with the fraternity and sorority life office to determine the best option for the expansion. Consecutive Four-Week Model (Most Common) Semester Before Expansion: Pre-Site Visit During the semester prior to the expansion Pi Kappa Phi will send one to two staff members to campus to visit with the fraternity and sorority life office to prepare key logistics for the expansion the following semester. During this time Pi Kappa Phi would reach out to faculty and staff members on campus as well as students interested in starting a new chapter of Pi Kappa Phi. Formal Recruitment While Pi Kappa Phi prefers to conduct an expansion following formal recruitment we have found that on certain campuses it can be advantageous to participate. Expansion Over the course of the four weeks, two staff members would stay on campus to recruit men for the new Pi Kappa Phi chapter. During the recruitment process Pi Kappa Phi will solicit referrals from student organizations, faculty and staff. Pi Kappa Phi will then identify those men who chose to be leaders, who chose to get involved in the community and who chose to strive for academic achievement. At the end of the recruitment phase the staff will interview and install the Executive Council, provide risk management training for the chapter, host a recruitment retreat, train the Executive Council on their duties and host a strategic planning session with each new officer. Associate Chapter Development Throughout the remainder of the year following the installation of the chapter Pi Kappa Phi will send one Leadership Consultant to visit the chapter two to three times for continued officer training and implement strategies to ensure the chapter s path to becoming a chartered chapter. Additionally, at least eight members of the chapter s executive council, including the Risk Management Chair, will attend Pi Kappa Phi s Mid Year Leadership Conference held every January. Pi Kappa Phi will also assist in providing the chapter s first national conference free of charge. While Pi Kappa Phi visits new associate chapters a minimum of two to three times each semester for the year after installation we realize that starting a brand new chapter can be difficult and we believe it is

57 our responsibility to ensure the chapter s success. Therefore when we have identified a chapter that can use additional support we do our best to provide them with the resources needed. Interest Group Building Model Semester Before Expansion: Build an Interest Group This two to three week process would take place the latter half of the semester prior to the actual expansion. During this time Pi Kappa Phi would employ one to two staff members to begin the recruitment process. While on campus, staff members would foster relationships with administration and begin to meet with individual students interested in the opportunity to start a new Pi Kappa Phi chapter. With the permission of the fraternity and sorority life office and the Interfraternity Council, Pi Kappa Phi would begin extending bids to membership to those men interested in being founding members for the following semester. In preparation for a fall expansion we feel the inclusion of upperclassmen early in the process will improve our chances of success, but more importantly will add a level of maturity to the group. Summer Recruitment In preparation for a fall expansion on a campus where fraternities actively participate in recruitment during the summer months the interested men of Pi Kappa Phi, along with the support of local alumni, would participate in any recruitment opportunities during the course of the summer as allowed by the Interfraternity Council constitution and bylaws. Summer recruitment may include participation in summer orientation, Interfraternity Council sponsored events or chapter sponsored events. Formal Recruitment The interested group of Pi Kappa Phi men along with two staff members would actively participate in formal recruitment as an associate chapter or colony as allowed within the Interfraternity Council constitution and bylaws. Expansion Over the course of the three to four weeks following formal recruitment two staff members would remain on campus to continue to recruit men for the new Pi Kappa Phi chapter. During this time the staff will interview and install the executive council, provide risk management training for the chapter, host a recruitment retreat, train the executive council on their duties and host a strategic planning session with each executive council member. Associate Chapter Development Throughout the remainder of the year following the installation of the chapter Pi Kappa Phi will send one Leadership Consultant to visit the chapter two to three times for continued officer training and implement strategies to ensure the chapter s path to becoming a chartered chapter. Additionally, at least eight members of the chapter s executive council, including the Risk Management Chair, will attend Pi Kappa Phi s Mid Year Leadership Conference held every

58 January. Pi Kappa Phi will also assist in providing the chapter s first national conference free of charge. While Pi Kappa Phi visits new associate chapters a minimum of two to three times each semester for the year after installation we realize that starting a brand new chapter can be difficult and we believe it is our responsibility to ensure the chapter s success. Therefore when we have identified a chapter that can use additional support we do our best to provide them with the resources needed. Four-Week Split Model Semester Before Expansion: Pre-Site Visit During the semester prior to the expansion Pi Kappa Phi will send one to two staff members to campus to visit with the fraternity and sorority life office to prepare key logistics for the expansion the following semester. During this time Pi Kappa Phi would reach out to faculty and staff members on campus as well as students interested in starting a new chapter of Pi Kappa Phi. Expansion Using this model Pi Kappa Phi staff would split their time on campus into two two-week segments. Typically this break takes place due to days off from school such as Fall Break, Christmas Break or Spring Break. Over the course of the first two weeks, two staff members would stay on campus to recruit men for the new Pi Kappa Phi chapter. Pi Kappa Phi s recruitment model remains the same and we will solicit referrals from student organizations, faculty and staff. Pi Kappa Phi will then identify those men who chose to be leaders, who chose to get involved in the community and who chose to strive for academic achievement. At the conclusion of the first two weeks Pi Kappa Phi staff would lead a recruitment retreat to teach students the skills need to continue to grow the group without the presence of staff on campus. Upon the staffs return they will work with the group to teach them the recruitment process in order to continue growth of the new Pi Kappa Phi chapter. At the end of the recruitment phase the staff will again interview and install the executive council, provide risk management training for the chapter, train the executive council on their duties and host a strategic planning session with each new officer. Associate Chapter Development Throughout the remainder of the year following the installation of the chapter Pi Kappa Phi will send one Leadership Consultant to visit the chapter two to three times for continued officer training and implement strategies to ensure the chapter s path to becoming a chartered chapter. Additionally, at least eight members of the chapter s executive council, including the Risk Management Chair, will attend Pi Kappa Phi s Mid Year Leadership Conference held every January. Pi Kappa Phi will also assist in providing the chapter s first national conference free of charge. While Pi Kappa Phi visits new associate chapters a minimum of two to three times each semester for the year after installation we realize that starting a brand new chapter can be difficult and we believe it is our responsibility to ensure the chapter s success. Therefore when we have identified a chapter that can use additional support we do our best to provide them with the resources needed.

59 THE ROAD TO CHARTERING

60 CHARTERING PROCESS OVERVIEW During the Installation Retreat, the associate chapter agrees upon required objectives that must be completed in order to become a chartered chapter of Pi Kappa Phi. This takes a minimum of one year but can take up to two years. The following is a summary of the minimum chartering standards that each associate chapter must complete before petitioning the national organization for active status: Membership size at or above the all-fraternity average or greater than 35 men Stable financial structure including implementation of OmegaFi, written chapter budget, and a savings structure of at least five percent annually Chapter scholarship ranking at or above the all-fraternity average or greater than a 2.5 on a 4.0 grading scale Firmly established Council of Advisors Operating constitution and bylaws Operating standards board and chapter code of conduct Written functioning programs for the following areas: recruitment, risk management, member education, alumni relations, and scholarship Significant fundraising effort for Push America raising at least $1,000 Active volunteer partnership with a local agency Developed chapter mission and vision statement Demonstrated ability to pay the $2,000 chartering fee (chapter may budget the money or host fundraisers prior to chartering) Pi Kappa Phi gives a tremendous amount of support to each associate chapter in accomplishing these standards. Each associate chapter receives a minimum of two consultant visits each semester. One of these visits is development based, meaning the consultant assists the chapter with developing certain programmatic areas of the chapter, such as a scholarship program or risk management program. The other visit is geared towards recruitment. The consultant not only helps the chapter recruit more members, but teaches them how to recruit effectively. The other major support to the associate chapter comes from the local alumni. A Council of Advisors (COA) is recruited prior to the conclusion of the colonization; the COA is often formed before the colonization takes place. The COA is composed of at least a chapter advisor, a financial advisor, and a scholarship advisor; however, there are many more positions available to volunteers. These advisors work hand in hand with the undergraduate members teaching them the ins-and-outs of new member education, sound chapter operations, brotherhood development, etc. Through the support of the National Headquarters and the local COA, each associate chapter is given the resources it needs to lead on its campus. Great amounts of time, energy, and financial resources are placed into the development of our new chapters for one simple reason they are the future of Pi Kappa Phi. The development of new chapters that live up to the values and ideals of Pi Kappa Phi are essential in the future development of the entire Greater Fraternity.

61 MINIMUM STANDARDS FOR MEMBERSHIP Pi Kappa Phi s national bylaws establish the following minimum requirements for an individual to receive a bid to membership in the fraternity: A minimum cumulative high school GPA of 2.3 or better for first semester students A minimum college cumulative GPA of 2.5 or better on 4.0 scale Enrollment as a full-time student at the institution, as defined by the college/university Student chapters are permitted to increase these minimum requirements through their bylaws and are encouraged to develop a clearly defined set of membership requirements and expectations to utilize in the recruitment of potential new members. INDIVIDUAL FINANCIAL RESPONSIBILITIES Pre-Chartering Pre-Initiation Fee: $85 (This is a one-time fee due at the beginning of associate membership; Includes associate member pin and The White Diamond: A Guide to Brotherhood) Associate Member Dues: $20 per semester (Waived the semester of colonization and chartering) Insurance Assessment: Currently $180 per year (Fall expansions pay insurance starting next school year; Spring expansions do not pay until the following fall) Individual chapter budgets vary but may include, but not be limited to the following budget items: recruitment, social, member education, intramural sports, service, public relations, philanthropy, office supplies, Ritual equipment, and brotherhood events At Chartering Initiation Fee: $210 (One time fee due at initiation; Includes member badge, shingle, membership card, lifetime subscription to The Star & Lamp, and secures lifetime membership) Post-Chartering Initiated Member Dues: $65 per semester Insurance Assessment: Currently $180 per year

62 Individual chapter budgets vary but may include, but not be limited to the following budget items: recruitment, social, member education, intramural sports, service, public relations, philanthropy, office supplies, Ritual equipment, and brotherhood events POST-CHARTERING PLANNING & SUCCESS Once an associate chapter receives its charter, there is a tendency for the chapter to experience what is commonly referred to as Post-Chartering Blues. The chapter works hard and is so focused on receiving its charter that it sometimes forgets to think beyond that ultimate goal; the result is the chapter quickly becoming stagnant and not continuing to fulfill the mission upon which it was founded. Pi Kappa Phi has recognized this problem and does all that is possible to avoid the development of these blues. From day one of the colonization, the chapter is instructed on how to build a solid foundation for the chapter upon which a successful future chapter can survive for decades to come. Chartering is never talked about as the primary focus of the associate chapter. Rather, chartering is referred to as a necessary step in this building process but not as an end goal. Pi Kappa Phi s minimum chartering standards are one way in which the chapter is forced to think beyond just chartering. These standards are solely based upon the Seven Objectives of Chapter Excellence: recruitment success, superior new member education, academic achievement, sound chapter operations, living the ritual, commitment to service, and effective alumni relations. By having the individual chapters focus upon the Seven Objectives, it allows them to continue to develop beyond just meeting a set of requirements to receive a charter. In addition to creating long term focus within the chapters, Pi Kappa Phi also provides newly chartered chapters with additional visits after chartering to ensure a smooth transition into new goals and a strategic plan. In their first year after receiving their charter, newly chartered chapters receive up to 2 additional visits from a Leadership Consultant. Through our intensive and thorough chapter services model, along with strong alumni advisement, the chapter will experience years of growth and development. POST-CHARTERING CONSULTANT VISIT STRUCTURE Once the chapter of Pi Kappa Phi is chartered they continue to receive visits from a Leadership Consultant. In the semester directly following the chartering the chapter will receive between one and two visits from a Leadership Consultant based on their needs. Once the chapter has been chartered for a semester they will receive one visit per semester based upon Pi Kappa Phi s Chartered Chapter Servicing Model.

63 MONTH 1 Recruitment: develop a recruitment plan; develop a list of potential new members Chapter Operations: establish a committee structure; develop a budget; open a chapter savings account; approve local dues structure; meet with fraternity/sorority life advisor, Chapter Advisor, Council of Advisors, and Regional Governor Member Education: begin implementation of the fraternity s new member education plan; hold weekly brotherhood events MONTH 2 Recruitment: continuous recruitment of potential new members Chapter Operations: develop written scholarship plan, risk management procedures, and constitution and bylaws; attend all IFC meetings Member Education: ongoing, as outlined in the new member education plan Philanthropy & Service: set up a friendship visit with an organization for people with disabilities MONTH 3 Recruitment: continuous recruitment of potential new members Chapter Operations: finalize outstanding written programming Member Education: ongoing, as outlined in the new member education plan Philanthropy & Service: host a Push America fundraiser MONTHS 4-6 Recruitment: continuous recruitment of potential new members Chapter Operations: hold at least one chapter meeting a week; hold at least one formal chapter meeting per month; hold at least one subordinate ritual each month; hold regular committee meetings Philanthropy & Service: establish a local volunteer relationship with an organization for people with disabilities; Push America fundraising of at least $750 completed (goal: $1,000) Member Education: ongoing, as outlined in the new member education plan Parent & Alumni Relations: hold a parent and/or alumni event; distribute a parent and/or alumni newsletter

64 MONTHS 7-9 Recruitment: continuous recruitment of potential new members; ensure chapter meets minimum size requirements for chartering Chartering: complete outstanding Minimum Chartering Requirements; begin planning for chartering weekend; begin chartering brochure MONTH 10 Recruitment: continuous recruitment of potential new members; ensure chapter meets minimum size requirements for chartering Philanthropy & Service: ensure the chapter has met the Push America fundraising requirement ($1,000) Chartering: submit all outstanding written programs and the chartering brochure at least 45 days prior to chartering MONTH 11 Recruitment: continuous recruitment of potential new members; ensure chapter meets minimum size requirements for chartering Member Education: administer a practice National Exam in order to prepare for chartering Chartering: host a post-chartering strategic planning workshop; finalize locations for the Ritual of Initiation and chartering banquet; distribute invitations to the chartering banquet to alumni, special guests, families, and university staff members CHARTERING MONTH The general chartering weekend schedule is as follows: written exam (Thursday evening), oral exam (Friday afternoon), Ritual of Initiation (Friday evening/saturday morning), and chartering banquet (Saturday evening). POST-CHARTERING The chapter will work on executing the goals established during the strategic planning workshop and will receive support and guidance from the leadership consultant. The chapter will continue their volunteer relationship with a local organization for people with disabilities and will implement the new member education process for the first class of post-chartering initiates.

65 ASSOCIATE CHAPTER PLAN

66 NEW ASSOCIATE CHAPTER SUPPORT PLAN (TO BE IMPLEMENTED FALL 2012) Pi Kappa Phi continues to asses all fraternity programs for development and improvement. Under our current Associate Chapter support model we have seen success in helping chapters reach their chartering goals and in some cases achieve high honors in their first few years, including being recognized as chapter of the year on their respective campus. However, Pi Kappa Phi wishes to continue to offer improved support for all of our new associate chapters. Therefore in the summer of 2012 with the combined efforts of our Chapter Development and Education staffs the following program has been developed to be implemented this coming fall. HOW THIS PLAN WILL BE UTILIZED The following table is an outline of how our leadership consultants, volunteers and in-office staff will work with associate chapters through their time until chartering. Through assessment of our associate chapters over the last three years the fraternity staff identified that our associate chapters need a more clear direction and plan in order to exceed our expectations. This plan gives our millennial students the clear outline with focus topics for each month that will allow them to give specific attention to one major aspect of the fraternity. Specific goals and an action plan will be developed by the chapter in consultation with their assigned leadership consultant. HOW THIS PLAN BENEFITS AN ASSOCIATE CHAPTER Pi Kappa Phi believes that new associate chapters create lasting leadership and success through self-governance. This plan allows for the chapter to take ownership over their development with support from both a leadership consultant and their Council of Advisors. It also gives them a clear plan in which they can follow without restrictive direction. Utilizing this plan we believe the associate chapter will have a clear understanding of the baseline expectations, but it also allows them to utilize their leadership skills to make this plan theirs. It takes our associate chapters away from a checklist and gives them topic areas to set their own goals and expectations.

67 Spring Expansion Chapters Proposed Associate Chapter Education Timeline Monthly Focus Educational Outcome Activity Chartering Assignment Installation Retreat February Define Associate chapter requirements for membership Installation Retreat Develop deeper relationships with associate brothers Fraternity Nuts & Bolts March Understanding of the Hazing Policy & Financial Responsibilities Increase understanding of risk management and brotherhood dynamics LOR Presentation Host Chapter & EC Subordinate ritual Confirm Committees Bylaws Budgets/Dues Structure Achievement April Develop a larger vision for your success as a future Pi Kappa Phi Social function) compliant with FIPG Greek Week participation* Participate in Recruitment Plan Risk Management plan

68 intramurals or an athletic team Have a speaker come in to teach resume/job interview skills Host Chapter & EC Subordinate ritual Host a personal health event Fraternity May-August Recruitment Monthly communication from Director level staff (chartering logistics, etc) Recruitment event(s) Brotherhood event Host EC meeting Character September Describe personal leadership style Identify Pi Kappa Phi values Member Education Specialist Visit Host Chapter & EC Subordinate ritual Lead a character/values discussion Attend or host a hazing prevention, sexual assault, or alcohol abuse presentation Host Chapter & EC Subordinate ritual Brotherhood event Scholarship October Identify preferred learning styles Demonstrate Scholarship Program

69 understanding of individual academic decisions on whole chapter Identify appropriate campus resources Host academic success focused event Chapter Retreat Service & Push America November Understand Push America Basics Emphasize the ability of all people Push America event/ Fundraising/ Host Chapter & EC Subordinate ritual Pi Kappa Phi December Explain Pi Kappa Phi s vision and mission Host Chapter & EC Subordinate ritual Founders Day Brotherhood activity Register for MYLC Leadership January Explain the Pi Kappa Phi definition of leadership Explain Pi Kappa Phi s vision and mission MYLC Teambuilding/ Brotherhood event Leadership Inventory Host Chapter & EC Subordinate ritual Fraternity February Describe the origin of fraternity and sororities Demonstrate thorough understanding Regional Governors, Supreme Chapter, and the fraternity support structure Gain comprehensive understanding of PKP history Start the Nat l Member education program Host Chapter & EC Subordinate ritual Invite F/S Life Advisor to meeting/event Nat l Council Petition for chartering Completion of all written programs/ documents OmegaFi

70 Fraternity March/April Nat l Member education programming Chartering

71 CONSULTANT PROGRAM

72 PI KAPPA PHI CONSULTANT PROGRAM In order to provide more than adequate preparation for the leadership consultants to be successful on the road Pi Kappa Phi hosts the consultants in Charlotte, N.C. for ten weeks of professional training. The basis of training comes from the Social Change Model of Leadership Development. Its purpose is to develop in each individual greater selfknowledge of talents and values, as well as capacity to mobilize oneself and others to serve and work collaboratively so that they may take actions which help a community to function more effectively and humanely. It is through the social change model Pi Kappa Phi is able to help transition its staff from their time as a collegiate member to an effective and professional leadership consultant. It is the goal of Pi Kappa Phi to provide adequate support to each of it s chapters through frequency of visits and via a resource they can maintain regular contact with. Therefore Pi Kappa Phi currently employs 12 leadership consultants to visit its more than 160 chapters. Q

73 LEADERSHIP CONSULTANT VISITS Pi Kappa Phi s national bylaws require each chapter receive a visit from a representative of the national office each year. The fraternity currently provides the following visits for it s chapters: A minimum of one leadership consultant per semester Both Ladder of Risk and the Alcohol Skills Training Program every three years Additional visits for recruitment support, member education and risk management are provided on a need basis Each leadership consultant visit last three days and during this time they meet with the Executive Council, Push Chairman, Risk Management Chair and Standards Board Chair. In addition the leadership consultant meets with the on-campus fraternity and sorority life professional as well as the chapter advisor. ASSOCIATE CHAPTER VISIT SUPPORT In order to ensure a smooth transition from colonization to chartering Pi Kappa Phi puts a large emphasis on providing the resources needed to make an associate chapter successful to reach their goals at chartering. The fraternity provides the following resources to associate chapters: A minimum of two leadership consultant visits per semester Ladder of Risk training facilitated by a volunteer within one month of the colonization end date Member Education Specialist visit within one semester of the colonization end date A volunteer will facilitate Alcohol Skills Training Program prior to chartering Additional visits for recruitment support, officer training, member education and Push America

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