LEADERSHIP BOARD POSITIONS

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PRESIDENT

In PSE Chapter President

The corporate of “President” refers to the • Official chapter contact for PSE National leader of an (a company, university, Headquarters club, association, etc.) One of the key • Complete Executive Consultation (A-16 in responsibilities of a corporate president is to COG) with Chapter Consultant in August, “preside” over meetings. Responsibilities of a September, January, and February President vary within different types of • Captain the team by delegating . responsibilities to the officers and see that Sometimes, the President title is combined with responsibilities are being carried out the CEO or COO role (President & CEO, President • Call and preside over all general member and & COO). executive board meetings • Promote chapter attendance at National Interesting Facts Convention and Regional Conference Despite the functional associated with • Serve as your chapter’s delegate to the the role of COO, there are some common Summer Leadership Summit, or designate an functions the COOs usually perform: alternate if you are unable to attend • Utilizing limited resources in order to create maximum value for stakeholders Important Tasks • Developing and cascading the organization’s • Meet with your faculty advisor at least once a strategy/mission statement to the lower- week or biweekly ranking staff • Review chapter’s COG standings regularly • Implementing appropriate rewards, • Contact National Chapter Consultant with any recognition, and coaching practices to align and all questions personnel with company goals Become very familiar with the PSE Risk • Prioritizing customer, employee, and Policy and closely oversee all organizational requirements chapter projects, events, and other activities to • Maintaining and monitoring staffing, ensure compliance expectations and motivation to fulfill organizational requirements

Continually have one-on-one meetings with your leadership team: As a leader of leaders, it is your responsibility to connect all the individual goals that your VPs have for their specific roles. Ask your Vice Presidents what their goals are, how they correlate to the chapter’s vision, and hold them accountable to it. As a leader, you must constantly communicate and hold your executive board to the standards and expectations that your chapter have already established. A great way to do this is by having your Vice Presidents create individual SMART goals that have a role within the common vision.

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VP OF ADMINISTRATION

In Business PSE VP OF ADMINISTRATION The Chief Operating Officer (COO) is one of the • Understand the Chapter Operations Guide and highest-ranking positions in a company and part ensure all mandatory reports are submitted on of the “C-Suite.” The job of a COO can vary time to remain in good standing with HQ significantly from organization to organization, • Manage chapter calendar throughout school year and is closely tied to the specific CEO they work • Develop meeting agenda to create consistency with. The COO is often considered the successor and flow of meeting and make available to all to the CEO, and the position is typically used as a chapter members before meeting training ground for the next CEO. • Take meeting minutes (start/end time and day, attendance number, outline of content Interesting Facts being discussed) Despite the functional diversity associated with • Email minutes to members with an excused the role of COO, there are some common absence for not attending the meeting functions the COOs usually perform: • Reserve meeting room for chapter meetings • Getting the most out of limited resources in • Assist the President in the performance of order to create maximum value for the duties and, in the absence of the President, company’s stakeholders succeeds to his/her authority and duties • Developing and cascading the organization’s strategy/mission statement to the lower- Important Tasks ranking staff • Manage COG deadlines and ensure timely • Implementing appropriate rewards, report submissions by each officer recognition and coaching practices to align • Educate all E-Board officers on the COG, which personnel with company goals reports they are each responsible for • Prioritizing customer, employee, and submitting, and how to submit reports organizational requirements • Adhere to National Awards Program • Maintaining and monitoring staffing, levels, submission guidelines Knowledge-Skills-Attributes (KSA), • In order to compete for Top Gold, Silver or expectations and motivation to fulfill Amethyst Chapter, 100% of mandatory reports organizational requirements must be submitted/completed. • A chapter can still reach each level and be in good standing as long as no more than three ADDITIONAL OFFICEr POSiTIONS mandatory reports are missing. However, if a COG chapter fails to turn in/complete any Responsible for the utilization of the Chapter mandatory report, they will be forfeiting their Operations Guide (COG) and ensuring all opportunity to compete for these award mandatory reporting is completed on time and categories. with professionalism. Recording Responsible for the logging of general meeting minutes, executive board meeting minutes, chapter files, and notification of chapter events.

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VP OF

In Business The corporate title of “Chief Financial Officer” PSE VP OF FINANCE (CFO) refers to the officer who has the main • Keep chapter member list organized and up to responsibility for the finances of the organization. date with who is active and in good standing Financial responsibilities of a CFO include with HQ (dues paid) financial planning, financial , • In charge of submitting A-9 Renewal Member record-keeping and reporting. A CFO assists the Processing to HQ on time executive team in all strategic and tactical issues • Work with VP of HR to ensure all new member when it comes to managing the budget, dues are paid at least 3 weeks before initiation cost/benefit analysis, data analysis, financial but no later than due dates set by HQ. forecasting, and securing funding. • In charge of the completion of A-10 Fiscal Operating Statement report by July 15th (see Interesting Facts Schoology for template) Most CFOs of large companies have finance • Keep track of all yearly income and expenses qualifications such as a Master of Business in an organized manner Administration (MBA), Master of Science, Certified • Manage chapter’s local bank account (CFA) or come from an • Responsible for obtaining other signatures on background such as a Certified Public bank account (President and Faculty Advisor) Accountant (CPA). A finance department would • Work with office on campus responsible for usually contain some accountants with Certified student organization funding, if applicable Public Accountant, Chartered Accountant, • Collect local dues, if applicable Certified Management Accountant, Chartered Certified Accountant, or equivalent. Important Dates

• National Dues ADDITIONAL OFFICEr POSitiONS • Renewals ($95) – October 15th • Fall New Members ($135) – Before end of Controller December Works to assess budget requirements with VP of Spring New Members ($135) – Before end HR; assist in the submission and completion of • National dues payments for new members and of May (3 weeks prior to your chapter’s renewals initiation date) Controller • A-10 Fiscal Operating Statement to ensure Works to assess budget requirements with VP of your Chapter’s are filed on time. Marketing and Project Managers to maintain proper project budgets Professional Development Controller Works to assess budget requirements with VP of PD and Project Managers to maintain proper project budgets

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VP OF HUMAN RESOURCES

In Business PSE VP OF HUMAN RESOURCES A Chief HR Officer (CHRO) is a corporate officer • Schedule classroom talks with faculty and who is responsible for all aspects of human chapter members for recruitment including policies, • Be aware of involvement fair dates and practices and operations. Typically, a CHRO is create/manage booth schedule responsible for workforce strategy, performance • Plan and schedule recruitment activities management and corporate compliance. A CHRO TWICE a year and manage member may act as coach & advisor to the senior involvement with activities leadership and be involved in board member • Responsible for the completion of A-2, A-3, A- selection, and 7, A-8, A-9 and P-13 reports in the Chapter succession planning. Other functions such as Operations Guide communications, and facilities • Work with VP of Finance to ensure names and may fall within the scope of the CHRO role. information of each new member and renewal member are reported to Headquarters using Interesting Facts the designated processing sheets (A-7 & A-9) Responsibilities of a CHRO typically fall within 3 by HQ deadlines. broad categories: talent, capabilities, and culture. • Facilitate new member training program with The CHRO role requires significant experience HQ provided New Member Orientation inside and outside the HR function. The path to Workbook (weekly meetings with new becoming a CHRO typically includes spending members teaching them about PSE History, time working in many different functional areas local chapter history, projects, events, within a company, and across different Convention, Regionals, etc.) companies and industries. Important Tasks ADDITIONAL OFFICEr POSiTIONS • With VP of Finance, ensure National Dues are paid on time: Recruitment Director 1. Renewals ($95) – October 15th Plan, coordinate and implement recruiting 2. Fall New Members ($135) – End of activities, encouraging 100% participation of the December membership. 3. Spring New Members ($135) – End of May Prospective Member Trainer (3 weeks prior to your chapter’s initiation Plan, coordinate and implement the New date) Member Training Program, working with the • Ensure new member initiation is conducted Executive Board to bring educated and prepared according to the PSE Constitution individuals into the general membership. • Communicate with PSE HQ to obtain copies of General Member Retention Director the New Member Orientation Workbook in Plan, coordinate and implement events that will advance to begin training when members are help to involve the current chapter members in accepted into the chapter being active, engaged members.

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VP OF MARKETING

In Business PSE VP OF MARKETING The Chief Marketing Officer (CMO) is a corporate • Development and implementation of executive who is responsible for all marketing marketing, , , and activities in an organization. A CMO’s community service projects responsibilities include leadership for • In charge of the completion of P-2 and P-3 management, market research, marketing reports in the Chapter Operations Guide communications (including , • Ensure that the chapter is educated on the promotions and public relations). Functions such importance of experiential learning that is as , product development, gained from participating in the planning and channel management, and implementation of projects frequently fall within the scope of the CMO role. • Confirm at least one marketing, sales or market research project and at least one Interesting Facts community service project a year Responsibilities of a CMO typically fall within 3 • Utilize the COG as a guide when planning broad categories: • Responsible for knowing PSE’s • Analytical tasks (pricing, market research) policy and ensuring all projects fall within • Creative tasks (design and development) insurance guidelines and represent the • Interpersonal tasks (coordinating many chapter and PSE in a positive, professional different styles of thinking in a single team) manner.

ADDITIONAL OFFICEr POSitiONS Important Tasks VP of Marketing has direct responsibility for: Marketing Director • All chapter activities pertaining to marketing, Responsible for projects internally developed or selling, and community service externally presented to the chapter to assess ROI • Analyzes, selects and recommends on both time and financial investment. appropriate projects to the E-Board for Sales Director chapter execution Responsible for projects that generate revenue • Manages projects from initial idea through through the act of selling a product or service. implementation by ensuring each project is Responsible for the creation and development of being carried out properly an approved Corporate Chapter Sponsorship. • Determine Project Managers to plan and Sales Project will require market(ing) research execute approved projects prior to the actual sale of a product or service. Community Service Director Responsible for the philanthropic activities that give back to the community. Community service projects may require the solicitation of in-kind donations. The end result is for the benefit of a community organization.

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VP OF PUBLIC RELATIONS

In Business PSE VP OF PUBLIC RELATIONS The Chief Communications Officer (CCO) of a • Create your chapter’s communication plan for company is the corporate officer responsible for the year managing communication risks and opportunities, • Manage all social media chapter accounts both internal and external to the business. The (Facebook, Instagram, Twitter, etc.) and CCO often partners with other members of the chapter website business to communicate with corporate board Be knowledgeable and compliant with the members, investors, analysts, and customers. • Typically, a CCO is responsible for PSE Social Media Guidelines (available online) communications to many different stakeholders • Write and post all chapter updates, (employees, shareholders, media, bloggers, announcements, and content via social media, influential members of the business community, newsletters, press releases, chapter website, etc. the press, the community and the public). • Keep Pi Sigma Epsilon’s brand consistent and compliant Interesting Facts • In charge of the completion of P-8 Public Qualifications of the CCO typically include Relations Update report in the Chapter communications experience with multiple Operations Guide (consult your VP of Admin stakeholder groups. Early work experience could for help) include journalism, public relations agency work, and an MBA in strategy or . In many Important Tasks cases, the CCO will need to assume responsibility for • Manage the chapter’s brand in accordance plans and outcomes that are the result of actions by with PSE National brand guidelines people throughout the organization. • Coordinate a number of deliverables for the chapter throughout the year, including: ADDITIONAL OFFICEr POSiTIONS o Newsletter – distributed to internal and external stakeholders Social Media Manager o Press Releases – distributed to media Plan, coordinate and implement social media outlets and stakeholders content that is helpful, relevant, and appropriate o Social Media platforms Graphic Designer o Chapter website content and maintenance Create visual communications to convey University/COB website updates and messages in an effective and aesthetically maintenance pleasing manner. They design brochures, logos, Digital Board/campus TV presence advertisements, and other communication o Chapter display bulletin board materials. o Web Developer Maintains the chapter website with updated information and design

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VP OF PROFESSIONAL DEVELOPMENT

In Business PSE VP OF professional development The Training and Development function in an • Oversee the planning and implementation of organization is responsible for activities that help the chapter’s professional development improve the job performance of individuals and groups. Training is critical for organizational program (at least 2 per semester) development and its success. Important benefits • Responsible for completion of P-6 Chapter- of training and development include: Sponsored Professional Development Activities • Increased productivity reports in the Chapter Operations Guide • Less supervision • Coordinate professional development activities • Job satisfaction • Skills Development by reaching out to local companies, faculty, Other names for this function include Human alumni, and PSE’s national corporate partners Resources Development, Human Capital (see Chapter Resources for contact Development, and Learning and Development. information)

• Survey membership pre and post development Interesting Facts event to gain speaker/workshop topic ideas The training and development function typically • Promote all professional development activities encompasses three main types of activities: • Training: focused on, and evaluated against, and encourage attendance to chapter the job that an individual currently holds. members • Education: focused on jobs that an individual may potentially hold in the future, and is Important Tasks evaluated against those jobs. • Development: focused on activities that the • Stays well-versed with the core competencies PSE organization or the employee may engage National HQ seeks to develop in its members. with in the future, and is difficult to evaluate. • Build close relationships with professional

advisors such PSE National Corporate Partners, ADDITIONAL OFFICEr POSTIONS local Corporate Partners, and chapter alumni to leverage their expertise. Corporate Workshops Director Coordinates logistics of workshops and works • Conduct market research with corporate partners with speakers from companies to ensure their and prospective employers on the types of event is a success. professional competencies and skills hiring Company Tours Director companies are looking for. Secures company tours with for • Select appropriate topics and forums for chapter members to visit their facilities. developing core competencies within chapter Coordinates logistics such as dates and times, travel, etc. membership, including organization of events Conference Coordinator such as: Organizes logistics of chapter members • Keynote speakers attending national events. Meets all deadlines for • Workshops registration, hotels, awards and scholarship • Company tours submissions.

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