Phase 2: Orientation
Phase
1: Inquiry | Phase 2: Orientation | Phase
3: Chartering | Phase
4: Post Chartering
*Complete Advisor Update
Forms.
Fill out an advisor update
form for each advisor. All reported advisors receive an advisor
welcome packet that includes the advisor pin, certificate and password
for reporting members online.
*Customize the sample chapter
bylaws.
Each chapter establishes their bylaws compatible with
their college's policies and Phi Theta Kappa's International Constitution
and Bylaws. A sample set of bylaws is available online
for your chapter to customize. Bylaws are essential to the development
and continuity of your chapter. The bylaws established by your chapter
remain on file at Headquarters and can be updated. Refer to the International
Constitution to ensure that your chapter bylaws are compatible
with Phi Theta Kappa policy.
*Send chapter bylaws to Phi Theta Kappa contact.
Email
your finalized bylaws or fax them to 601.987.5522 for approval.
*Receive
Personal Assistant Manager (PAM) orientation.
Phi Theta Kappa
User Support is pleased to offer a PAM
orientation session for chartering advisors. PAM is useful for reporting
members and is your virtual assistant. It is a web-based management tool
that provides assistance in accomplishing the goals and tasks you have
set for your chapter. Contact Phi Theta Kappa's User
Support at 800.946.9995 ext. 3561.
*Identify
eligible members and report the number to the Phi Theta Kappa contact.
Obtain
a file of students eligible for Phi Theta Kappa membership from the college
registrar. A fixed-width or comma delimited file allows Phi Theta Kappa
advisors to very quickly and easily report new members to our Headquarters.
Contact Phi Theta Kappa's User
Support with questions when requesting a list. Inform
your chartering contact of the number of eligible students to receive adequate
Membership Benefits Brochures and posters.
*Appoint and
report eligible members as charter officers.
It is proven that
appointing students as chartering officers benefits the chapter during
the chartering process. These chartering officers help during the chartering
process, developing their leadership skills while becoming involved
in the organization. Members that show great promise as a leader to the chapter
are ideal to appoint. Report your chapter's chartering officers online.
*Submit
potential orientation dates and times to Phi Theta Kappa contact.
A
Phi Theta Kappa representative will attend your chapter's first orientation.
By submitting your
potential dates and times at least three weeks in advance your chapter is
ensured to have a representative at the times you have requested.
*Receive
orientation materials.
Once an orientation date has been set
and the number of eligible students reported, your chapter receives Membership
Benefits Brochures, Good as Gold posters, and other materials that explain
the benefits of Phi Theta Kappa. These materials can be distributed and
displayed throughout campus to excite students about the newly developed
organization on campus.
*Set a membership application deadline.
Allow students time to make their decision about accepting
membership keeping in mind that a minimum of 10 members must be reported prior to the chartering ceremony.
*Customize
sample membership invitation letter.
A sample membership invitation
letter is available online.
All eligible students should be sent a membership invitation from your
college president.
*Mail invitation letter to eligible
members.
Along with the invitation letter, send out a Membership
Benefit Brochure to each prospective member. The brochure ensures every
eligible student is aware of the full benefits of membership.
*Conduct new member orientation for eligible members.
At the orientation a Phi Theta Kappa representative explains the benefits of membership to
eligible students. Guidelines and suggestions for preparing and conducting
an effective orientation can be found in the Chapter Resource Manual.
*Collect
membership application forms and fees.
Every new member must
submit their completed application and fee to the chapter before they can
have access to member benefits.
Return
to the Chapter Chartering Index
