Officer Resource Toolkit
Officer Meetings and Templates
The following templates have been created to help guide student officers to think strategically and to encourage documentation of all meetings. Remember to store all documents (agendas, minutes, and supporting documents) in your chapter’s online file-sharing system (i.e. Google Drive) to help facilitate officer succession planning efforts.
Chapter SWOT Analysis
At the beginning of each semester, chapter officers should take the time to conduct a SWOT analysis, as this exercise will help set goals for the semester.
Identifying chapter Strengths and Weaknesses will assess your chapter’s current position, and identifying chapter Opportunities and Threats will help you plan for the future.
Tip: Have your officers brainstorm and complete this form, while your Faculty Advisor completes the form separately, then use the results to guide a group discussion.
Chapter SMART Goals
At the beginning of each semester, chapter officers should take the time to create goals using the SMART goals method. This method prompts for goals that are Specific, Measurable, Attainable, Relevant, and Timely.
Identify a goal
Note what you what to do and how you will do it
Determine how you will assess progress towards the goal
Ensure the goal is realistic and can be attained by your chapter
Set a deadline for the goal and each of the action steps along the way.
Officer Meeting Agenda
A best practice is to create an agenda for each officer meeting, so that all intended and important items are discussed. Agendas should be thoughtful and allow all officers a chance to speak. Whether virtual or in-person, an agenda will help you stay within the scheduled meeting time and help guide the discussion to ensure meeting success.
Tip: Your chapter earns points for Officer meetings, so report all meetings in the MCR.
Chapter Meeting Agenda
A best practice is to create an agenda for each general member meeting, so that all intended and important items are discussed. Agendas should be thoughtful and considerate of the valuable time of all attendees. Whether virtual or in-person, an agenda will help you stay within the scheduled meeting time and help guide the discussion to ensure meeting success.
Tip: Your chapter earns a certain level of points according to member participation at meetings, so record all meeting details (including the number of attendees) and report via the MCR.
As a best practice, assign at least one officer at every meeting to take notes. This will help your chapter capture and memorialize important events, discussions, and decisions. It will help you in the future, as a tool to reference how far your chapter has come and will also help future officers review what decisions the chapter made in the past. Below is a template to help your chapter get started!
Tip: Meeting minutes will help the Secretary/Recording Officer complete the Monthly Chapter Reports.