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Learn how to plan, budget, communicate, motivate, and evaluate a chapter retreat effectively. This comprehensive guide covers all the essential steps, from preliminary planning to post-event evaluation, to ensure a successful and rewarding experience.
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The A, B, C’s of Developing A Successful Program Delta Nu Chapter Retreat October 29, 2005 Presented by Dwayne J. Scott
Preliminary Planning • Assess expectations of members of the organization • Establish goals and objectives • Review goals and objectives as they relate to other programs and activities during the year • If a program was previously held, review reason for success and failure • Brainstorm possible alternatives • Listen for unique ideas which can be developed
Preliminary Planning • Solicit ideas from all possible resources • Review possible time and dates as they relate or conflict with other programs • Review possibility of facilities and personnel needed • Project expected participation • Review an alternative program and establish priorities • Estimate and/or determine cost
Preliminary Planning • Review financing possibilities • Establish priority dates, times, locations, and brothers desired • Present tentative plans to total membership for reactions and further suggestions • Decide on content, dates, location, etc. • Establish individuals responsible for making final arrangements • Establish deadlines for completion
Arrangements • Determine facility needs (i.e. microphones, chairs, tables, lighting, rooms, etc.) • Determine needs of talent (i.e. transportation, introduction, hosting, honorariums, etc.) • Make all necessary reservations (i.e. housing, food, etc.)
Budgeting • Make detailed estimates of costs • Make detailed estimates of incomes, (i.e. from organizational budget, assessments, admission fees, etc.) • Using detailed estimates, establish an appropriate detailed budget • Distribute to all appropriate members and establish a clear understanding, pertaining to spending procedures
Budgeting • Constantly review budget as plans are developed. Be aware of possible over-expenditures or insufficient income prior to event so appropriate adjustments can be made
Communication/Publicity • Review different approaches to publicize events (i.e. written, verbal, visual, personal, personal contact, statement of purpose, agenda, roster, news releases) • Determine time of publicity (i.e. initial mailings and the follow-up information) • Establish alternative plans in case planned publicity does not bring expected results
Motivation • Encourage suggestions and ideas from all individuals • Follow-up on individual suggestions and allow them the opportunity to put ideas into effect • Spread responsibilities among as many individuals as possible, but remain aware of how those tasks are being carried out • Maintain constant contact with individuals so they know their work is appreciated and viewed as important
Evaluation • Review critically all aspects of the program • Solicit constructive criticism from past groups through written and verbal evaluation • Review original goals and objectives • Prepare written report for future review Author unknown