Strategic Planning

* Soror's Name:

* Initiation Date:

* Please provide the location of your initiation (i.e. chapter, school and/or city).

* Which is your age group?

* Membership Status

Active

Life

Silver

Golden

Profession:

Title:

Duties/Responsibilities:

* Education--Degree(s) and Graduation Dates(s):

* What is your current educational status?

Recent College Graduate (with a year)

Graduate Student

Non-Student (not a recent graduate)

* 2012-2013 Conference Attendance:--Event Name and Date:

* Chapter Experience--Office(s) Held and Year:

* Committee Service and Year(s) (Please indicate if you were chair.):

* For historical purposes, please list your significant and/or innovative contributions that impacted chapter operations. For example, "as program chair, started the first Monday Activities." or "as Technology chair, created the first chapter list serve."

* Please list Alpha Kappa Alpha awards and recognitions (local, regional, or international) received from the Sorority. These would be individual or chapter awards received during times of service.

* Regional Experience--Office(s) Held and Year(s):

* Committee(s) Served and Year(s):

* National Experience--Office(s) Held and Year(s):

* Committee(s) Served and Year(s):

* Offices and/or Committees Ready to Serve Now:

* Offices and/or Committees Ready to Serve in 2 Years:

* Offices and/or Committees Ready to Serve in 4 Years:

Membership

* When did you join Xi Omega?

* How many years of membership do you have with the sorority?

* How many years of continuous membership do you have with Xi Omega?

* How were you initiated?

Undergraduate

Graduate

* Have you been active since initiation?

Yes

No

Chapter Involvement and Satisfaction

Conference Attendance in the last five years:

* How satisfied are you with the chapter?

* If you answered neutral, unsatisfied, or extremely unsatisfied please comment on why.

* Are you familiar with the National Program Platform?

Yes

No

* Do you feel Xi Omega is in line with the platform?

Yes

No

* Xi Omega effectively implements its annual programs through the delivery of service projects and activities.

Please rate the following.

* How effectively has Xi Omega identified its service areas?

* I actively support and participate in Xi Omega's program planning process.

* Our program planning process is effective.

* Do you actively support Xi Omega service projects that carry out program platforms?

Yes

No

* If you do not support Xi Omega service projects, why not?

* Please provide some suggestions to help improve delivery of Xi Omega's program platform targeting service.

* Do you feel Xi Omega surveys are effective?

Yes

No

* What if anything would discourage you from completing a chapter survey?

Please rate your agreement with the following regarding Xi Omega surveys:

* I am confident Xi Omega makes significant changes based on survey results.

* Surveys are conducted in a timely manner after an event.

* Surveys are given at the appropriate time and place.

* Surveys are adequate related to the activity.

* The format is satisfactory.

* Xi Omega reaches a representative population for surveys based on membership.

* What format is the best to improve survey responses?

More online surveys

e-Stations at chapter meetings

Hard copies at events and meetings

Other

* Do you feel you understand the significance and value added of chapter surveys?

Yes

No

Maybe

Please rate your agreement with the following:

* Retreats and planning sessions are conducted in a timely manner for program planning.

* Chapter programs and activities are executed as expected and planned annually.

* The chapter budget and operations support planned programs.

* The chapter conducts business according to the International Bylaws, Chapter Bylaws and Manual of Standard Procedure.

Documents

* I have a current copy of my sorority documents.

Yes

No

* Are you aware of when the bylaws are to be reviewed and revised?

Yes

No

* Do you feel that YOU are an integral part of the review process?

Yes

No

* Do you believe the bylaws adequately address the functioning of Xi Omega?

Yes

No

I don't know.

Finance

* Based on current operations and dues, do chapter dues provide financial stability to the operations of the chapter?

Yes

No

I don't know.

* Does the chapter participate in annual financial planning for operations?

Yes

No

I don't know.

* Does the chapter participate in annual planning for investments?

Yes

No

I don't know.

* Annual charitable contributions and scholarships are representative of the chapter size.

Please rate your agreement with the following comments:

* The chapter provides accurate and up to date financial statements/activity costs to members.

* The Foundation assessment is sufficient for community contributions based on chapter size.

* The chapter should pay full conference registration fees for conference delegates.

* Dues are adequate to address the needs of the chapter.

Investments

Please rate your agreement with the following statements:

* Xi Omega should delegate long-term financial investments to a separate committee.

* Interest earnings should be part of the budget projections each year.

* Xi Omega should explore alternative investment vehicles to maximize returns.

* Xi Omega should have specific plans/bylaws governing the allocation of operational overages.

* Decisions on investing chapter money should be delegated to a Finance Committee.

Technology

* Have you visited the chapter's website?

Yes

No

* How often do you visit the site?

Once a week

More than once a week

Once a month

More than once a month

Occasionally throughout the year

Never or almost never

* Are you registered on Big Tent?

Yes

No

I don't know.

* Do you feel the website and Big Tent are kept current?

Yes

No

I don't know.

* Are the sites user-friendly?

Yes

No

I don't know.

* What technology improvements would you like to see?

* Do you feel the site content is kept relevant and pertinent to the chapter and our members?

Yes

No

I don't know.

Undergraduate Relations

* Do you know the names of the undergraduate chapters for which Xi Omega serves as the graduate sponsor?

Yes

No

* Are you currently certified as a graduate advisor?

Yes

No

* Do you plan to take the Graduate Advisor's Certification?

Yes

No

* Have you ever volunteered your professional expertise with the undergraduate chapters, such as providing a workshop?

Yes

No

* Have you attended a joint chapter meeting with Xi Omega and its affiliated undergraduate chapters?

Yes

No

* Do you feel you are well informed about the activities of the undergraduate chapters?

Yes

No

* Do you think mentor-mentee programs have been effective?

Yes

No

I don't know.

Connections

* Xi Omega is adequately informed through the Connections committee about local, regional, national and international political issues.

Please rate your level of agreement with the following:

* Xi Omega designs strategies for communication with members on political issues.

* Xi Omega mobilizes members for action on political issues.

* Xi Omega has given me details about candidates and issues for informed election choices.

Final Thoughts

Please provide any remaining comments you feel are appropriate to share and thank you for participating in keeping this chapter grand!