As Of August 23, 2001

I. Vision

In order to guide our planning into the future a Vision of what we want to be was developed:

Upsilon Chapter of Theta Xi Fraternity is the #1 Chapter of the Fraternity. They are financially successful and filthy rich. Recognized locally as what a fraternity should be, they are still viewed as unique and a leader in multiple areas. Consistently #1 in academics they are also known for their public service/philanthropy. All of these achievements are due to the exceptional commitment of the brothers to the Fraternity and its values. The brothers stay active until they graduate and then they move on to become active alumni members. The alumni are considered a model of alumni involvement. Parents of members also are strongly involved. The Chapter facilities are phenomenal, consisting of a large and modern house and annex, both usually full to capacity. There is ample parking for members and guests, the facilities are impeccably maintained, and House Girls are employed to serve tables during formal dinners and to assist the cook in the kitchen and with cleanup. The various communities of interest are well aware of all this due to their robust and integrated public relations program.

II. Analysis

An initial analysis of the Chapter and the environment it lives in is necessary in order to understand where we are, what we have to work with, and what we are up against. The structure used for this analysis is the SWOT analysis (internal Strengths and Weaknesses, external Opportunities and Threats). The results are as follows:

Internal Strengths:

· Academics

· Active membership

· Alumni core

· Campus involvement

· Good house

· Good location

· In the black

· Momentum

· Physical improvements

· Positioning

· PR opportunities

· Rapport with Headquarters

· Rapport with University

· Rush process

· Sorority relations

· Substance free

· Web site

Internal Weaknesses:

· 6294 turnout

· Acceptance of bylaw violations

· Associate-member education

· Break-even point too close

· Finances

· IFC involvement

· Lack of long-term vision

· Maintenance problems

· Membership education

· Membership size

· No mentoring

· Occupancy limits

· PR implementation

· Total alumni involvement

· Turnover

· Upper-classman leadership

· UW Greek affairs

III. Goals & Tasks

A. The Chapter House

Ten Year Goal

Totally remodeled/expanded house

Five Year Goals

· Have architectural plans

· Funding has been secured

Two Year Goals

· Fund-raising activity has begun

· Maintenance and upgrade plan is developed

Two Year Tasks

1. Research professional fund-raising companies.

2. Select one.

3. Have funding analysis completed.

4. Assemble all drawings and architectural products that are available and develop recommendations about what the concept house should look like.

5. Develop a "concept" house (i.e., a single, complete plan for renovation and expansion of the chapter house)

6. Develop short-term upgrade and maintenance plan that does not interfere with long-term plan.

Near Term Milestones

November 28 Present to Campus Corporation the preliminary Chapter House plan details. Also bring along all

the architectural products and present the preliminary concept house.

B. Financial Security

Ten Year Goals

· Manageable debt

· A two-year reserve in the bank

· An active-chapter reserve of $10,000

Five Year Goals

· One-year reserve in the bank

· Active chapter reserve of $5,000

Two Year Goals

A plan has been implemented for active chapter and the alumni association that addresses both debt reduction and cash reserves.

Two Year Task

Develop the above plan.

Near Term Milestone

January 23 Present the debt reduction and cash reserves plan to Campus Corporation.

C. Recognition

Ten Year Goals

· Win Memorial Trophy every year for five years

· #1 In academics on campus and among Theta Xi chapters

· Maintain 100% house occupancy

Five Year Goals

· Win Memorial Trophy

· #1 among TX schools with 20 or more fraternities on campus

· In top three in academics on UW campus and among Theta Xi chapters

· Achieve 100% house occupancy

Two Year Goals

· Upsilon is #1 on campuses with 20 or more fraternities

· Upsilon is among the top five in academics on campus and among the top five Theta Xi chapters

· Upsilon has enough members to occupy annex and is doing so

· Upsilon has greater than 85% truly active undergraduates

· Upsilon has developed and implemented a member-development program

Two Year Tasks:

1. Manage the chapter based on the Memorial Trophy Report

2. Academics

a. Recruit top academic students

b. Develop and implement robust scholarship program

3. Recruiting

a. Continue current recruiting methods.

b. Continue recruiting larger classes.

c. Be honest with prospective members.

d. Theme options:

· “Not the biggest but the best”

· “Not acceptable, but exceptional”

· “Recruit only those who are better than yourself”

e. Calculate the average GPA for the associate class and use this in recruiting

4. Active Undergraduates

a. Develop and implement upper-classmen programming to improve retention

b. Strive to hold office in IFC and be on committees

c. Strive to hold office in ASUW and on committees

5. Member development

a. Establish the member-development program.

b. Associate member education with big brother retreats

c. Activate mentoring program

Near Term Milestones

September 30 Have the Executive Council begin managing the Chapter using the Memorial Trophy Report

October 24 Present the Scholarship Program to Campus Corporation

October 24 Present the plans for establishing the member-development program and the associate member education with big brother retreats.

November 28 Present the plan for developing and implementing upper-classmen programming to improve retention.

January 23 Begin implementation of the Mentoring Program

D. Alumni Involvement

Ten Year Goals

· At least 25% of living alumni contributing time and/or money

· At least 25% of graduating alumni contributing time and/or money

Five Year Goals

· At least 10% of living alumni contributing time and/or money

· At least 15% of graduating members contributing time and/or money

Two Year Goals

· At least 5% of living alumni contribute time or money to Theta Xi

· At least 10% of graduating alumni contribute time or money to Theta Xi

Two Year Tasks

1. Revitalize the Seattle Alumni Club.

2. Continually update the address list and add email addresses

3. Mail the address list to all alumni

4. Two Upsilonians each year

5. Two alumni newsletters each year

6. Email newsletters during months when Upsilonians or mailed newsletters are not sent out.

7. Include with all communications a calendar of undergraduate and alumni events and meetings.

8. Hold additional alumni events

9. Start and maintain Young Alum Club

10. Get more members out to 6294

11. Ask alumni to speak on all Monday night dinners (to make them feel needed), with the invitation going out two weeks prior to the dinner.

12. Research online alumni involvement program (Possible resource: RHI?)

Near Term Milestones

September 16 Invite an alumnus to speak at the October 1 Monday night dinner

September 28 Mail out fall Upsilonian with invitations to Homecoming (Oct 20) and the Christmas Party (Dec 8)

October 20 Host an Alumni Homecoming

October 24 Have a plan for developing a Young Alumni Club to include the first event.

November 28 Have completed the fall updating of the address list and emailed it to all with email addresses

E. Public Relations

Ten Year Goals

· 20 positive PR occurrences in public media per year

· Have top-rated web page in Theta Xi

· Have at least three major events publicized per year

Five Year Goals

· 15 positive PR occurrences in public media per year

· Have established model for Theta Xi web-page competition

Two Year Goals

· Chapter has a well-publicized annual public service event.

· 10 positive PR occurrences in public media per year

· Web site is up to date and alumni issues are addressed; site is more aimed at alumni or has an additional section that does so.

Two Year Tasks

1. Create active and alumni event that will have high publicity potential.

2. Carry through with above event.

3. Establish and use a press-release process

4. Establish a web committee with a member for each major section, including an alumnus for the alumni sub-pages

5. Change the web site to make it database driven

6. Include the Philanthropy Chair and Secretary on this team.

Near Term Milestones

October 24 Have the plan for the web site to include goals and dates and to cover conversion to database driven, content, training.

November 1 Have completed the definition of the press release process.

November 28 An active and alumni event with high publicity potential and date have been decided upon.

F. Parent Participation in Friends of Theta Xi

Ten Year Goal

75% of local parents contributing time and/or money

Five Year Goal

50% of local parents contributing time and/or money

Two Year Goal

30% of local parents contributing time or money to Theta Xi.

Two Year Tasks

1. Have a "fun function" quarterly for parents that will make them want to participate.

2. Restart Friends of Theta Xi with fall Associate Member Ceremony. Make sure that all parents are invited.

3. Put parents on chapter mailing list prior to the fall Upsilonian.

4. Recognize outstanding service with Friends of Theta Xi awards at the fall Associate Member Ceremony.

5. Have members recruit parents.

Near Term Milestones

September 24 Secretary invites all parents and Campus Corporation to the fall Associate Member Ceremony

October 8 Hold the fall Associate Member Ceremony. At the time of the Ceremony, restart Friends of Theta Xi and recognize outstanding service with Friends of Theta Xi awards.

November 1 Members complete a survey of their parents as to their wishes about involvement choices.

December 8 Hold fall Quarter FTX event: Christmas Party

IV. Implementation Requirements

A. Management Scheme

The President of the Active Chapter and the President of Campus Corporation are co-leaders for the implementation of the Upsilon Chapter and Campus Corporation Strategic Plan. Similarly, each of the six major elements of the Strategic Plan has undergraduate and alumni co-captains.

B. Team Structure

The two co-leaders and twelve co-captains comprise the Executive Team. It is the responsibility of the Executive Team to monitor progress, devise solutions to problems that the Implementation Teams cannot resolve, and recommend to the Executive Council of the Active Chapter and the Campus Corporation Board any changes to the Strategic Plan.

The co-captains will determine the frequency, location, date and time of all meetings. The size and mix of undergraduates and alumni on each of the six teams will be determined by each set of co-captains and will change as the various stages of implementation are engaged. Each team will focus on expanding the detail for their portion of the plan, determining milestones at least for the next 12 months, identifying resource requirements (budget, equipment, people). They will then track the implementation of their plan.

Each Team will have a liaison from the Campus Corporation to act as a communication channel and resource person.

Area	Alumnus Co-Captain	Active Co-Captain	Campus Corp Liaison
Chapter House			Mike Eaton
Financial Security			Jim Manro
Recognition			Dick James
Alumni Involvement	Mike Eguchi		Bill Tracy
Public Relations	Kyle Vixie		Kyle Vixie
Parent Participation in FTX			Jim Tysver

C. Reporting/Tracking Scheme

The Implementation Teams must flesh out the details of the two-year implementation plan for their elements. Included in this work is a time-line with major milestones. These milestones are required to track progress towards completion of the plan.

A summary of Near Term Milestones thus far determined is as follows:

September 16 Invite an alumnus to speak at the October 1 Monday night dinner

September 24 Secretary invites all parents and Campus Corporation to the fall Associate Member Ceremony

September 28 Mail out fall Upsilonian with invitations to Homecoming (Oct 20) and Christmas Party (Dec 8)