Gamma Iota Sigma
Grand Chapter

Administrative Guide

Chapters

Sample Agenda for a Chapter Planning Retreat

I.                     Brief Review and Discussion of Mission, Goals, and Officer’s Duties

                        PURPOSE – DIRECTION – RESPONSIBILITIES

II.                  Determine Program Areas

A.                  A “Bowers” Chapter is active in the following areas:

1.                   Public relations and publicity

2.                   Insurance industry relations

3.                   Alumni relations

4.                   Assistance in sponsoring new Gamma Iota Sigma chapters at other colleges and universities

5.                   Regularity in chapter activity and timeliness in submitting monthly reports (by the 10^th of each month) to the Grand Chapter

6.                   Growth in student membership and consistent, strong member involvement in chapter activities

7.                   Sponsorship of inter-fraternity activities with other Gamma Iota Sigma chapters

8.                   Campus citizenship

B.                  Major Goal for the Chapter in upcoming year:  RECRUITING

III.                Select Activities

A.                  Chapter Marketing Plan Ideas

1.                   Speak to high school business classes

2.                   Use alumni to target transfer students at community colleges

3.                   Participate in school new student orientation program

4.                   Participate in campus organization fair/displays.  Does your campus have a PFC (Professional Fraternity Council)?

5.                   Speak to insurance and other classes (business, math, psych, etc.)

6.                   Recruiting dinner with industry – alumni speaker

7.                   Campus workshops on interviewing, resumes, business ethics, personal insurance needs and non-needs of students.  (

8.                   Sponsor a “Citizens Against Crime” program, and/or State Farm Designated Driver program

9.                   “Adopt-A-Highway” (people commitment)

10.               ADVERTISING AND PUBLICITY

a.                    Free bookmarks at bookstore (with simple message)

b.                   Posters – advertise meetings, special activities and trips

c.                    Display case (awards?)

B.                  Gamma Iota Sigma Annual Management Conference

C.                  Inter-Fraternity Activities with Neighboring Chapters

1.                   Tube Trip

2.                   Ski Trip

            D.        Alumni Activities

1.                   Spring Banquet

2.                   Tube Trip

3.                   Ski Trip

E.          Fundraisers

1.                   Spring car show

2.                   Car washes

3.                   Industry solicitation letter

            F.         Industry Meetings

                        1.         RIMS

                        2.         Underwriters association

                        3.         Agents’ association booth

                        4.         Others?

            G.        Other Activities

1.          Appreciation day for insurance and risk management  (industry supporters?)

2.          Symposia

3.          Tours/field trips

IV.       Schedule Activities and Identify Potential Non-officer Project Chairpersons

V.        Chapter Management

            A.        Budget

            B.         Establish Meeting Days

                        1.         Membership

                        2.         Officers            

                        3.         Special

            C.        Bylaw Update?  (Remember to send copy to Grand Chapter)

VI.       Other Business

VII.      Adjourn to a Recreational Activity (golf / sauna / beach?)