New Chapter Development Team Training Agenda

Friday June 24, 2011 1:30 - 3 PMLocation: CD Summit Room

● 1:30 - 1:40 Welcome, Short Intros and Icebreaker - Liz● 1:40 - 1:45 Meet the Team: Org Chart and Reporting Chain - Liz

○ Org Chart Handout○ Who do I go to, for what type of help?

● 1:45 - 2:00 Overview of Extension process○ Relationships with VST, LCs, and IHQ - Abbie and team

● 2:00 - 2:20 NCDS Timeline / Master Calendar - Bobette○ Calendar Handout○ Talk about listed Roles and Responsibilities○ Types of Reports, Who they go to, When they are due

● 2:20 - 2:45 Resources available to the NCD Team - Amy (and baby Kate)○ Resources Handout○ Preview of Advisor Training modules and input request

● 2:45 - 3:00 Wrap-up and Move to TLC for kickoff

Breakout Sessions During TLC● Friday June 24, 10-10:30 PM: StrengthsQuest results and Communication Skills

○ Team results and discussion points to be given to Liz by TLC organizers prior to TLC● Saturday June 25, 12:30 - 1 PM: Collaboration with AD Team

○ AD Team structure, team members, roles, who leads what, who do we contact for what, how do we fit in?

○ Occurs after the intergenerational session on Friday and the creating a coaching culture session on Saturday.

Meet the NCD Team

Below you will find a list of all the chapters that are currently being assisted by the Extension/New Chapter Development Team. Each chapter is started off with our team to give it a firm foundation for chapter life before it joins the regular Chapter Development system. Liz York leads the team and works closely with IHQ to cultivate new colonies and she also serves on International Council where she represents our team and uses her broad fraternity experience to help IC make decisions across Alpha Gamma Delta. Amy Ryan leads the start up of every single colony and she keeps those colonies under her wing for one calendar year. Bobette Thompson inherits those new chapters and they stay in our stable for two additional calendar years before they graduate to the regular Chapter Development system. We are pleased to have several new NCDSs and committee members on our team for 2011/2013. I encourage you all to reach out to each other for advice and help since the best way to face the change and turmoil of a new chapter is to have someone to talk to about it. We have our own listserv/team website where you can contact each other. ncdteam@wiggiomail.com is the email address that reaches us all - please use it. We have a talented team with varied and rich experience. I hope each of you will find a mentor, a confidant or even a new friend while you serve the fraternity these next two years. Our team philosophy is that service to the fraternity on the VST should be fun and it should help you learn and grow while you have the opportunity to live our Purpose. Please challenge each other, our advisor teams, and our collegians to learn something new every semester and reward them with praise and acknowledgement whenever you catch them living the Purpose! Colonies/New Chapters and Projected Graduation DatesBeta Upsilon/Roosevelt Spring 2008 - Spring 2012 (Transition beg. Fall 2011)Theta Iota/Western KY Spring 2009 - Spring 2012 (Transition beg. Fall 2011)Kappa Delta/Westminster Fall 2009 - Fall 2012 (Transition beg. Spring 2012)Zeta Omega/ UOIT Fall 2009 - Fall 2012 (Transition beg. Spring 2012)Delta Xi/Arizona State Spring 2010 - Spring 2013 (Transition beg. Fall 2012)Alpha/Syracuse Fall 2010 - Fall 2013 (Transition beg. Spring 2013)Delta Upsilon/Boise State Fall 2010 - Fall 2013 (Transition beg. Spring 2013)Theta Upsilon/Georgetown Spring 2011 - Spring 2014 (Transition beg. Fall 2013)Austin Peay State University Fall 2011 - Fall 2014 (Transition beg. Spring 2014)University of South Carolina Fall 2012 - Fall 2015 (Transition beg. Spring 2015)

Roster (as of June 1)Liz York IVPEAmy Ryan Director of ExtensionBobette Thompson Director of New Chapter DevelopmentJillian Thomas Assisting Amy with setting up AP and USC until next colony opportunityAdrienne Beckett Assisting Bobette with graduating KD, BU, ZO and TIChristina Morton Training, Member DevelopmentDedra Casey Finance - A, DUKelly Yeatts Finance - TU, AusP, USCJulianne Hawkins Recruitment - TI, DXi, DU, ASheila Sola Campus RelationshipsVacant Alumnae Development ExtensionLaura Giamberardino NCDS KD - Adrienne, BobetteTherese Marz NCDS BU - Adrienne, BobetteHeather Nicholson NCDS TI - Adrienne, BobetteDaphne Sniekers NCDS ZO - Adrienne, BobetteKimberly Johnson NCDS DXi - BobetteLesley Hubbard NCDS A - BobetteDoreen Kowal NCDS DU - BobetteJennifer Everetts NCDS TU - AmyPatricia Chaffin NCDS AusP - AmyCaroline Mahoney NCDS USC - Amy IHQ ContactsAnnie Raeder - exploratory visits, presentations, extension prep and campus informationLisa Williams - alumnae information and conference call set upKodee Gartner - Leadership Consultant visit schedule and reportsLaura Ballard - chapter services and reportsBrooke Heffernan – exploratory visits, project management, extension strategy implementationAbbie Schneider – fraternity services, strategic planning and oversight

Team Roles and Responsibilities

Collegiate Members: The most important people that we all come in contact with. Their role is to learn to be Alpha Gamma Deltas and take responsibility for the leadership and growth of their chapter. They need to be nurtured, guided, coached, listened to, informed, and collaborated with. This brings me to our second group. Advisor Teams: The Chapter Advisor Teams are the main contacts with our collegiate women. They will be engaged in 95% of all the coaching and interaction with the collegians. It is our team's responsibility to reinforce the vision of coaching and empowering to the Advisor Teams to ensure that they are encouraging our collegians to take on the leadership and responsibility for their chapter. Advisors should advise, not do. They should advise, not decide. They should advise, not plan. It is vitally important that advisors feel empowered to advise and that they empower the collegians to lead. Area Alumnae: The role of Area Alumnae is extremely important to a colony or new chapter. They are the spokeswomen that tell the community about Alpha Gamma Delta before the colony is established or even before we have been selected to colonize. Area Alumnae know what is going on with Alpha Gamma Delta internationally. They have pride in our organization and share that pride with others in their community. They have fond memories of their collegiate experience and want to help others find sisterhood and personal development as they did during their time in school. They are involved in their neighborhood associations, local schools, religious institutions, philanthropic endeavors, business and industry. They are well respected in the community and they are people who others count on. They are visible models for what Alpha Gamma Delta stands for and they live our Purpose in their everyday lives. Our team endeavors to treat Area Alumnae with the utmost respect and reaches out to partner with them at all appropriate times throughout the life of a colony/new chapter. In almost all cases this is done through either the chapter Alumnae Relations Coordinator or through the VST Alumnae Development Team and hopefully with both, coordinated simultaneously. NCDSs: New Chapter Development Specialists are like a primary care doctor. They are the main contacts from the VST with the chapters. They have their Chapter Advisor, House Association President and Local Alumnae President programmed into their cell phones and they talk to them weekly (at first) then easing to bi weekly and finally monthly discussions. They also know all the other VST team members who are assigned to their chapter. They keep a list of all the specialists who are available to come in to teach specific subject matter to the advisor/officer team and they alert them to any possible issues or areas for improvement and consultation. The NCDS is copied on every email about a chapter. She is the person that Sheila, Amy or I go to when we need to know what is going on so she needs to be in the loop and informed about everything that is going on with her chapter. She helps the Chapter Advisor stay on track with all the tasks and planning that needs to occur. She helps the CA prepare for the overarching leadership training for the chapter. She coaches the CA in recruiting, screening, orienting and coaching other advisors. The NCDS receives monthly reports, coaches the CA on any areas of concern, applauds chapter accomplishments and discusses direction and challenges with the Directors and other NCDSs as appropriate. They collect and relay all chapter documents to the Wiggio VST website for their chapter. They pass information to the CAs and remind them of due dates. They connect the CAs with information, people and other resources. These ladies are the keys to successful chapter establishment and development.

Subject Matter Experts (SMEs): Extension Committee Members specializing in specific areas such as Training/Member Development, Recruitment, Finance, New Chapter Transition, etc. serve very special roles for our new chapters. These VST members have developed specialized expertise, not only in a subject matter such as finance, but they have also learned the special needs of a colony or new chapter. They help bring specific training to the alumnae volunteers, officers and members of our new chapters. They work closely with advisors and officers on specialized areas of chapter operations, conveying detailed knowledge and training. They coordinate with specialists on other functional teams such as the recruitment team, to bring additional resources, training, and expertise to the chapter. They work with more than one chapter at a time and coordinate closely with the NCDS for each chapter they serve. They anticipate the needs of their chapters and work proactively to train, orient and coach advisors and teams before problems arise or due dates pass. They cc: the NCDS on all their emails concerning specific chapters. Director of New Chapter Development and Director of Extension: Our roles are to recruit, train, inform and coach our teams. We are your backup, sounding board and conduit for information from other directors on tactical big picture plans, ideas and directions. We are the connection between all the chapters and our International Council representative the IVPE. We report on a monthly basis to the IVPE on specific progress that is being made by the team and discuss any areas of concern that warrant her assistance. We are also the main contact with International Headquarters (IHQ) staff on behalf of the rest of our team. We work to help integrate the overall strategy of our team with the strategies of the other teams. We work with the other Directors to iron out uncertainties and clarify roles and responsibilities to help reduce duplication of efforts and together portray the most positive, coordinated impression of Alpha Gamma Delta to constituencies including the collegiate women, the local area alumnae, the campus administration, our Panhellenic sisters, parents, etc. It is our goal to develop systems, plans, and resources that help the rest of the team focus on providing excellent service and coaching to the chapters. International Vice President Extension: The IVPE is our leader and representative to the International Council board of directors for all of Alpha Gamma Delta. She oversees all extension and new chapter development activities. She works with the other members of IC to develop and refine the long term vision for Alpha Gamma Delta. Together, IC prepares us for challenges that lie ahead and they determine overarching direction which has a direct effect on our team's structure, relationships, operational focus and other strategic aspects. She reports to the International President and works with other IVPs to shape the overarching direction of the fraternity. She has a responsibility to the entire organization that takes precedence over her specific responsibilities for our team. She sets the overall direction and guides the policy development and approval for our team activities.

The official roles for some of our team can be found on AlphaGammaDelta.org: http :// www . alphagammadelta . org / OurMembers / fraternityresourceteam . html # Extension

IHQ Team Roles and Responsibilities

The International Headquarters staff works with all volunteers and staff in the support of the Fraternity’s collegiate and alumnae chapters. In reference to the extension and new chapter development area, our staff provides ongoing support to the Fraternity’s newest chapters throughout their entire time in New Chapter Development, and also serves as the primary project managers for the actual extension process. The chart below provides a very simplified visual of the role of staff.

Colony/Chapter Stage

Bulletin-Installation

Installation-Year 1 Years 2-3 Years 4 and Beyond

Primary Lead IHQ Staff with VST support

Director of Extension with VST and IHQ support

Director of New Chapter Development with VST and IHQ support

Directors of Chapter Development with VST and IHQ support

Leadership Consultant: In a new extension effort, leadership consultants serve as the initial recruiters for the new colony. They are the “face” of Alpha Gamma Delta to the members of the campus community. They immerse themselves in the culture of the new campus, building relationships and friend-raising, all while cultivating new members for the colony. Once the colony has been established one or two leadership consultants (depending on the size of the colony) will be stationed with the colony for the duration of the first semester. Her role during that time is to model Alpha Gamma Delta practices, to help colony leaders get established by doing with them and then supporting, and to ultimately help the collegiate chapter navigate and connect to the resources they have through their local advisors, campus professionals, and VST.

Extension Specialist: The Extension Specialist evaluates extension opportunities, leads recruitment efforts for extension groups, drives success during extension projects and works to develop growth strategies at new campuses. Her efforts are primarily focused on executing the process from receipt of bulletin through installation and in cultivating new extension opportunities. Assistant Director of Fraternity Services-New Chapter Development: The Assistant Director is broadly charged with analyzing, implementing, and driving the Fraternity’s extension strategy and new chapter development experience as laid out by the International Vice President-Extension and her team. The Assistant Director serves as the project lead for all extension/new chapter efforts at IHQ as well as the point of contact for any projects in development by the Subject Matter Experts (SMEs). The Assistant Director sees the overall landscape of the extension/new chapter area and helps to ensure that projects and initiatives are planned, prioritized, and executed in line with the vision, priorities, and deadlines agreed upon.

Director of Fraternity Services: The Director of Fraternity Services is the leader of the Fraternity Services team at Alpha Gamma Delta International Headquarters and has broad responsibility for the Fraternity’s chapter service

operations, membership growth and member development initiatives. She works closely with Fraternity volunteers, campus professionals and community partners to ensure that the Fraternity serves the needs of its members and achieves its Strategic Plan. She is the primary liaison between International Council members and the Fraternity Services Team and provides guidance and oversight to the International Headquarters Chapter Development, New Chapter Development, and Education teams in executing their respective parts of the Strategic Plan and priority projects.

Communication Standards

Wiggio Sites: Currently we are setting up Wiggio sites for each colony and new chapter. The NCDS should on a regular basis check the roster of members and be sure that all the VST that work with their chapter are listed as members of the Wiggio group. Please remember that these are for VST only. This provides a large enough group to share knowledge but keeps it small enough to make it effective. CC: Please remember to cc: the Wiggio site for your chapter if your email has broad appeal to the whole team. An email with the official recruitment dates is a good example. Chapter docs, changes to chapter rosters, and other important information can easily be shared with the whole VST by simply cc:ing the Wiggio site. If you decide not to cc: Wiggio, you should always, ALWAYS cc: the NCDS anyway. File Naming: Please name all of your files and encourage your chapters to name all their files according to the following standard. Start off with the Chapter Name (in Greek) then add the name of the report and finish up with the date the report was completed in yyyymmdd format. Here is an example: Theta Iota ACE Goals 20100930.pdfTheta_Iota_ACE_Goals_2010_09_30.pdf is also acceptable as is Theta Iota ACE Goals 2010-09-30.pdf (If you prefer underscores or spaces that is your preference so use this opportunity to be unique!) Thank you for doing your best to name any files you create to match this naming convention. If a chapter does not have its Greek designation, please use an abbreviation for the institution. Example: AustinP-RecruitmentDates-2010-09-30.pdf

Email Subject Lines: We also standardize our email subject lines somewhat to start with the Chapter Name, then the Subject and finally any instructions such as FYI, FOR REVIEW BY 11/11 or ACTION NEEDED BY 3/15/2011. We know that not every email is going to follow these formats but if it fits, please consider using this convention to help us all use technology to its fullest advantage. It is much easier to search for emails or files for a particular chapter if they are named with a consistent chapter name. Example: Delta Xi - Doodle for Finance Call - complete by 05/16 Meetings: If you are setting up a meeting, it is recommended that you prepare an agenda in advance and send it to all the meeting attendees. It is also helpful to take notes, especially notes around action items, and circulate those back out to the group as soon as possible after the meeting. The meeting leader doesn't always have to

be the scribe but it is helpful to identify the scribe at the beginning of the meeting so they know to take notes. More notes are not necessarily better...so please try to be economical and clear at the same time when you are the scribe for a meeting. CC: the Wiggio and/or the NCDS on all meeting notes. Phone numbers via Email Signature: Please create an email signature that includes your phone numbers. That way if someone gets an email from you and wants to chat, they will have your number handy - right there with the email. I promise that this will help you stay informed and connected. Also, include your email address and title if you want to be really connected. Conference Call Numbers: If you call a conference call and send out an email about the call, please list the time, date, phone number and access code in every email you send about the upcoming call. This will help people attend your call on time. If you send out a reminder, include the time, date and number/code. If you send out an agenda, include the time, date and number/code. Again, I promise that this works to keep people informed and in attendance at your calls.

Director of New Chapter Development Calendar

Monthly: ● File expense statement with DCO (alphagammadelta.org/vst materials/expense statement)● Receive and approve expense statements from NCDSs- send to Director of Accounting● Receive/review EC minutes and reports● Send information letter to NCDSs● Receive NCDS monthly reports and distribute● Send to chapters letter regarding their progress on any disciplinary directives

Prior to Each IC meeting: ● Send recommendations for Probation/Alert or NCD stage movement to DCO● Complete and send COT Management report● Complete and send approval Visit Expense report

Any Time as Indicated: ● Investigate Risk Management violation reports and send concurrence to DCO● File RM violation reports if necessary● Make Visit/File Visit reports● Review/edit Chapter Profiles sent by NCDS. DNCD must complete these if not submitted by

NCDS● Send letters to chapter regarding special concerns, questions or requests● Make recommendations to DC for IC meeting

Yearly Calendar: (dates are 2011)● June: IC meeting June 26-28

○ Reports due to DNCD June 1● July: IC conference call July 27

○ Reports due to DNCD July 1● August: IC conf call August 23

○ Reports due to DNCD August 1 ○ Notify/remind NCDS of assigned fall visit schedule○ Order supplies○ Make plans for any assigned fall visit○ Receive and review the Early Intervention Needs assessment

● September: IC meeting Sept 15-17○ Reports due to DNCD Sept 1

● October: IC conf call Oct 25

○ Reports due to DNCD Oct 1 ○ Obtain chapter profiles from NCDS○ DNCD must complete these if not submitted by NCDS

● November: IC conf call Nov 15○ Reports due to DNCD Nov 1

● December: IC conf call Dec 8○ Reports due to DNCD Dec 1○ Recommend NCDS visits for winter/spring to DCO for approval○ Following Convention: Remind NCDS of CA nomination due dates

● January: ○ Remind NCDSs for ACE process/due dates○ Remind NCDSs that February is Advisor Appreciation Month○ Notify NCDS of winter/spring visit assignments○ Make plans for any assigned winter/spring visits

● February: ○ Advisor Appreciation Month - send letter of support to each chapter’s/colony’s Advisor

Team○ CA recommendations due to DCO by February 10

● March: ○ Receive ACE packet from NCDS by March 30

● April 15: ○ Send ACE summary score sheets to IHQ○ Send ACE summary score sheets and goal sheets to DCO○ Send Five Star Worksheets to DCO

● May 15: ○ Discuss Chapter Advisor Team Appointments for the coming year with each NCDS○ Final expense statement for fiscal year due to DCO○ Annual Officer Report○ Materials of Office Inventory- if outgoing officer

● June/July: ○ Attend TLC and Convention○ Prepare list of NCDS fall visits and send to DCO for approval

● August 15: ○ Materials of Office Inventory- if incoming officer (or as soon as materials are received)

New Chapter Development Specialist Calendar

Monthly:● File expense statement with DNCD (alphagammadelta.org/vst materials/expense statement)● Receive and review Function/Event Tracking Forms● Receive/review Executive Council minutes and reports, if applies● Send EC response letter to colony/new chapter, if applies● Contact Chapter Advisor● Prepare/send the NCDS Monthly Report (Wiggio/NCD team folder/chapnamNCDSmorpt -

please put the chapter name in the title of the report as well as the subject line of the email)

Any Time as Indicated: ● File Risk Management violation reports● Make Visit/File Visit reports (alphagammadelta.org/VST material/volunteer visit report)● Complete Chapter Profiles and send to DNCD● Send letters or memos to chapter regarding special concerns, questions or requests● Destroy RIFs when received● Destroy Alpha Exams when received● Make recommendations to DNCD for IC meeting● Complete The Blueprint Checklist

Yearly Calendar:● August:

○ Complete Early Intervention Needs Assessment by Aug 1○ Order supplies○ Send Welcome Back to School letters to chapter or colony○ Remind President of Convention/TLC report○ Make plans for your assigned fall visit

● November: ○ Following Convention: remind chapter of CA nomination process

● December: ○ Following Convention: remind chapter of CA nomination due date by○ December 18 - Receive CA nominations from chapter, alumnae chapter and/or House

Associate by December 31● January:

○ Following Convention: Send CA recommendation to DNCD by January 31

○ Remind advisors or chapter of ACE process/due dates, if applies○ Remind chapter that February is Advisor Appreciation Month○ Make plans for any assigned winter/spring visit

● February: ○ Reminds advisor/chapter of ACE due dates/Advisor Appreciation Month, if applies○ Receive/review colony/chapter history by February 28, if applies

● March: ○ Receive ACE packet from Chapter Advisor by March 15, if applies○ Validate and send entire ACE packet to DNCD by March 30, if applies○ Mail colony/chapter history to IHQ by March 30, if applies

● April: ○ Complete and send Five Star Worksheets to DNCD

● May 15: ○ Meet with Chapter Advisor Team and determine Advisor Team appointments for the

following two years○ Final expense statement for fiscal year due to DNCD○ Order supplies○ Annual Office report○ Materials of Office Inventory List- if outgoing/incoming officer

● June/July: ○ Attend TLC; or Convention if possible or requested

● August: ○ Materials of Office Inventory- if new officer (or as soon as materials are received)

NCDS Technology Resources

Alphagammadelta.org website: http :// www . alphagammadelta . org / MemberServices / frmDefault . aspx ? ContentId =64 We have a wonderful resource that we all know and love...the Collegiate Leadership Manual! It is located with your other favorites, the Office Responsibility Checklist, Team Handbooks and Resource Guides on the member services portion of alphagammadelta.org. Please review these and be familiar with them as they are the general guides for all of our chapters. Keep clicking around in the Resource/Handbooks area of the site and you will also find the Collegiate Mailings Archive, Alumnae Mailings, VST Info, and instructions for doing things like filling out an expense report in order to be reimbursed. (and we all know we need to know how to do that!) There is a lot there and I advise you to review it carefully so you will know what is available and can point others to the areas that they need when they ask you questions. The other thing that I have found helpful is that if you are working with an iPhone, for example, you can open these documents in iBooks and keep them in your iBooks library where you can always get to them easily. You need a password and username to get into Member Services - contact Lisa Williams at IHQ if you need help with your login. New Chapter Development website:http :// alongwayfromindy . weebly . com / In an effort to pull together the items that New Chapters and Colonies need most, we created the New Chapter Development website. This site is intended to be organized for the person who is not as familiar with our standard notebook resources so it is organized in the way they would use the resources vs. a strict hierarchical organization. It has a section for the general user, a section for advisors, one for officers and a calendar that organizes resources and information so that someone new to the process can follow along month by month and figure out what they really need to be focused on. Check the calendar if you are looking for something. It is still being developed and improved so if you have resources that you know other colonies need, please share them and make the site better. There is no secret information on this site so there is no need for a login or password. There is a sign in page so we can see who is visiting but you don't have to fill it out unless you just want to. Please share this site with anyone and everyone who you work with such as the chapter members, the local alumnae, advisors, VST, Greek Life staff, parents, friends, etc. It is a living resource to help everyone find what they need quickly and easily. The Leadership Institute website; http :// www . theleadershipinstitute - wwp . org / default . aspx ? topic = Living %20 with %20 Purpose This is a great place for online programing around leadership and meeting topics. I really like the features section that can be accessed from the middle of the grey bar at the top of the page. There you will find programming on conflict management, effective meetings and a ton of other must read subjects. Please share this with everyone!

Wiggio Group websites: http :// wiggio . com / Each of you should be a member of two or more Wiggio groups. Everyone should be a member of the NCD Team group which is our main way of connecting to our whole team. It functions as a listserv so you can contact everyone with just one easy email address. It is a place to share and store files, reports and phone lists. It has a calendar and also allows you to set up conference calls and even gives you a conference call number and pass code you can use for the call. We have set up a group site for each and every colony/chapter and we ask that NCDSs upload any files, reports, contact lists, ACE goals, and chapter documents whenever you receive these documents or whenever they are updated. These Wiggio groups are the way that the VST communicates with each other. Please add your group email addresses to your address book and send pertinent info to the groups whenever appropriate. Advisor teams are encouraged to set up their own Wiggio Groups and Chapters also can create Wiggio Groups for their own communications - they might also like Yahoo groups or Google groups which are both similar to Wiggio. You need to be invited to the group so if you are not seeing the groups you think you should be, please contact Annie Raeder at IHQ and she can get you connected. Annie is also going to be researching all the functions of Wiggio and putting together a guide for exactly how we will utilize those features to help us manage the VST work, meetings, files, etc on Wiggio. Google Docs:Sample Document - https :// docs . google . com / document / d /1_ BrAxh 7 n 2 SGBh 456 L 3 pVOkvZfB 6 JT 1 W 5 IM 4 kNJusYjI / edit ? hl = en _ US & authkey = CJz 25 ZIG #The link above takes you to the agenda for our upcoming summit NCD Team meeting this Friday. Google Docs allows you to jointly edit and prepare documents. You can edit it simultaneously, post comments for others to see, and even chat with others who are viewing the document. You can invite people to edit and view it and you can also send a link for others to click. We are going to be experimenting with using Google Docs to help us all prepare our monthly reports so look for more info on that. There is a similar tool called Writeboard.com that you can also try and Wiggio has file sharing as well. Doodle Conference Scheduling:http :// doodle . com / Doodle lets you schedule a meeting without having to send and track a thousand emails between all the participants. You type in the times, invite people and ask them to record when they are free to meet. It is very easy and effective for scheduling several people for the same meeting. I think Wiggio has a poll option where you can do a similar questionnaire but I am not sure if it is as seamless as Doodle.

Omega Financial Webinars:www . omegafi . com Sara Hamilton is our Account Manager at OmegaFi and she can get you an official invite to the omega training webinars that they hold regularly. If you are looking for more info on Omega, please contact her and let her know what you are looking for and she will help. Her number is 800.276.6342 x 1158 Recommended Reading List: http :// www . alphagammadelta . org / member _ services / content / NCDP / AGD - RecommendedReadingListfortheAdvisorintheKnow . doc Some of you are very familiar with Alpha Gamma Delta operational information but want more information on managing and developing a colony. We have compiled a list of recommended reading to share some additional resources for advisors and VST. don't feel like you have to read every title, but know that there are books and even articles out there that can help you understand and communicate theories and strategies to others as we take these new groups through the stages of group development. If you have some favorites to add to the list, please send those to Christina.

Advisor Training for New ColoniesDrafted by Christina Morton - New Chapter Development Programs

Overall these are the main topics that Advisor Training should cover:● What is the role of an Advisor?● What are the responsibilities of an Advisor?● Where do I go for information or support?● What unique challenges are part of the colonization process?

Timeline of Advisor Training:● NCDS and NCD Team for the Colony selects and trains Chapter Advisor (CA)● NCDS, CA, and VST Team recruit Advisors for the Colony● NCD Team, CA and LC train all Advisors prior to installation/recruitment

○ Ideally training would be over the course of 2-3 months○ Modules can be done as 5 separate events or some can be combined (1&2 or 4&5)

5 Modules for Advisor Training:Module 1: Group Expectations and Team BuildingModule 2: What to Expect: Colonization and the Advisor RoleModule 3: Self Paced Learning about the Alpha ExperienceModule 4: Ins and Outs of the Colony/ChapterModule 5: Colony Development and Moving Forward

Module 1: Group Expectations and Team Building1.5 hour - webinar/con call

● (15 min) Welcome and Icebreaker○ Icebreakers for Adults - Marooned on an Island one (what 3 things/people/movies would you

bring to a desert island)○ Advisor pages - each Advisor creates a 1 pg sheet with a picture and some fun info about them.

Sort of like a Facebook page. These are assembled into a word doc or pdf and then shared with the team prior to the first session

● (30 min) Know your leadership/communication style○ Relationship Strategies (quiz/handout)

■ Examples/options:● What Kind of Bird Are You ? ● StrengthsQuest - being used at TLC 2011● Myers Briggs Test

● (15 min) Communication○ What are the communication expectations and methods within the advisor team?

■ Ex: Wiggio, Google, Phone Calls, response times, meetings, etc.■ File storage and naming conventions

● (15 min) Group Development○ Tuckman ’ s Stages of Group Development

■ Forming■ Storming■ Norming■ Performing

○ Advisor Group Development○ Collegiate Group Development

● (15 min) Questions and Wrap-up

Module 2: What to Expect: Colonization and the Advisor Role1.5 hours - webinar or in person

● (5 min) Welcome and Introductions● (20 min) Colonization 101

○ How did we get here?○ What are the steps going forward?

● (20 min) Advising Basics (an existing powerpoint that can be tweaked)○ What is the role of an advisor?○ Tips, Pitfalls, and Best Practices○ Resources for Information (handout/references in appendix)

■ Collegiate Leadership Manual■ Honors of Epsilon Pi Handbook■ Recommended Reading List for Advisors in the Know ■ Colony Quick Reference Guide

● (15 min) Advisor Support○ VST Contact Info for the Colony (NCD Org Chart handout )○ Advisor Contact List (handout to be created by CA)○ House Association Contact List (handout to be created by CA/Property - if applicable)

● (15 min) Questions and reminder about completing Module 3 as self paced learning before the next meeting.

Module 3: Self Paced Learning about the Alpha Experienceabout 3 hours; assigned as virtual “homework” between sessions 2 and 4 to complete the training modules or eLearning on their own and then discuss at the next session.

● The Alpha Experience○ Familiarize advisors with the booklet and activities○ Give time to brainstorm first few weeks

● GreekLifeEdu○ Advisors would each complete the GreekLifeEdu training on their own

● Omega Finance○ Advisors can either attend a sponsored OmegaFi webinar or can complete the self-paced tutorial

Christina is working on.

Module 4: Ins and Outs of the Colony/Chapter2 hours - webinar or in person

● (5 min) Welcome and Icebreaker/Team building activity● (20 min) Discussion of Self Paced Learning from Module 3● (15 min) Working with Panhellenic and the University● (75 min) Working with Collegians

○ (15 min) Risk Management: Alcohol, Hazing, Mental Health, Sexual Assault■ Immediate Response■ Long Term Response■ Resources for Help

○ (10 min) Scholarship○ (30 min) Working with Officers

■ Elections● Officer List and Contact Info (handout)● Chapter Committees (handout)● Chapter Phone card (handout)● Installation ceremony and supplies

■ Master Calendar● Officer Responsibility Checklist● Chapter Reporting Process and Structure

○ (15 min) EC Meetings and Reporting■ CIMS

○ (15 min) ACE, 5-Star, and other awards/goals

● (10 min) Questions and Wrap-up

Module 5: Colony Development and Moving Forward1.5 hours; Ideally in person with the LC to help start building that rapport

● (10 min) Welcome and team building activity● (30 min) Recruitment Information

○ Formal Recruitment■ Dates■ Procedures■ RIFs

○ COR○ Alumnae and Advisor Support

● (15 min) Alumnae Development and Interaction● (10 min) Developing a House Association● (10 min) Initiation Review and Preparation

○ Review Initiation deadlines, fees, supplies, procedures○ Provide information about who to contact for any needed supplies or guidance

● (20 min) Starting the Gamma Experience○ Planning ahead for the next few semesters

● (10 min) Questions and Wrap-up