MOD ASSOCIATE WORKBOOK 2.0
A Mark of Distinction
The Mark of Distinction workbook is intended to guide you through your associate member period in Phi Kappa Tau and help you become a man of strong character. As an associate, you will find that the more you actively involve yourself in the learning and sharing process, the more the Fraternity will give back to you while helping to build ties of brotherhood that last a lifetime.
Give the materials in this manual your utmost attention, just as you would one of your classes on campus. Each week, you will get a glimpse of Phi Kappa Tau’s history and the high ideals the Fraternity has instilled in its members for more than 100 years. The creed of Phi Kappa Tau expresses these ideals and the character that each of you will achieve as a member of our Fraternity. You will discover exactly what the creed means and how you express it in your daily life. Remember, Phi Kappa Tau is not a four year experience—it is a way of living that you will carry with you throughout your life.
We are confident that this manual, along with the support of your fellow associates, Membership Orientation Officer and undergraduate brothers, will guide you to be a man of strong character. Remember, you must be consciously aware of your character and work at it each and every day for the rest of your life. Don’t strive for perfection—strive for excellence!
Congratulations once again on being chosen as an associate member of our esteemed Fraternity. We trust you will do all in your power to help build upon the strong brotherhood of the 90,000 men who already share this experience with you.
TABLE OF CONTENTS
Orientation Meeting 1-14 Pre-Orientation Prep - Pre-Orientation Meeting Outline 1 Pre-Orientation Facilitator Guide - Phi Kappa Tau Associate Resources 2 Phi Kappa Tau’s Risk Management Policy Exchange Dispute Resolution Plan Exchange A Statement of Fraternal Values and Ethics Exchange Membership Orientation Introduction 3 Associate Meeting Calendar 4 Associate Member Expectations 5 Initiation Requirements 6 Associate Class Expectations 7 Our Purpose Statements 8 Phi Kappa Tau Equation 9 Purpose Statements 10 The Purpose of the Borradaile Challenge 11 Chapter Standards Commentary Exchange Borradaile Challenge 12 Borradaile Challenge: Membership Orientation 13 Recruitment Evaluation 14
Week One 15-30 Week One Prep - Week One Outline 15 Week One Facilitator Guide - Week One Associate Assignments 16 Creed 18 Mission Statement 19 Origins of Phi Kappa Tau Timeline (1776-1906) 20 Non-Fraternity Association Founding 21 William “Doc” Shideler 22 Sample Agenda Exchange Sample Agenda for an Executive Council Exchange Developing Committees Exchange Plan of a Chapter Room Exchange Flow Chart of the Resident Council Exchange Chapter Operations 23 Chapter Officers and Committees 24 Borradaile Challenge: Membership 25 Borradaile Challenge: Recruitment 26 Borradaile Challenge: Bylaws 27 Building Men of Character Retreats 28
Associate Member Class Elections 29 Associate Class Nominations 30
Week Two 31-52 Week Two Prep - Week Two Outline 31 Week Two Facilitator Guide - Week Two Associate Assignments 32 Creed 33 Mission Statement 34 Hazing Defined Exchange Examples of Hazing Exchange Hazing Myths Exchange Hazing 35 Fraternities and Alcohol Exchange Snapshot of Annual High-Risk College Drinking Exchange Consequences Signs of Alcohol Poisoning Exchange CALL 911 36 Alcohol and Drugs 37 “University to Close Fraternity for Hazing” Exchange “Purdue Withdraws Recognition of Fraternity after Exchange Drug Arrests” “Prosecutors Charge Five in the Death of a Exchange Student” “Remembering Gary” Exchange “Student Dies after Drinking with Fraternity for 14 Exchange Hours” “Bradley Reflects on Death” Exchange BB Gun Hazing Article 38 Fraternity Drug Article 39 Gary Devercelly 40 Robert Schmalz Article 41 Schmalz/Devercelly 42 Taylor “Boss” Borradaile 43 Board of Governor Roles and Responsibilities Exchange Local Flow Chart 44 Board of Governors 45 Domains and Domains Directors Exchange Phi Kappa Tau Domains Exchange Domains and their Directors 46 Borradaile Challenge: Risk Management 47 Borradaile Challenge: Finance 48 Borradaile Challenge: Board of Governors 49 Presidents Academy 50 Regional Conferences 51 Associate Class Elections 52
Week Three 53-66 Week Three Prep - Week Three Outline 53 Week Three Facilitator Guide - Week Three Associate Assignments 54 Creed 55 Mission Statement 56 Evolution of Phi Kappa Tau 57 Phrenocon 58 Six Founding Chapters 59 Phrenocon Adopts Phi Kappa Tau 60 Clinton “Teeny” Boyd 61 The Constitution and Statutes of Phi Kappa Tau: Exchange Week Three Phi Kappa Tau Flowchart Exchange National Council Basics 62 National Council of Phi Kappa Tau 63 Borradaile Challenge: Scholarship 64 Leadership Academy 65 Brotherhood Activity Suggestions Exchange Brotherhood Activity Planner 66
Week Four 67-79 Week Four Prep - Week Four Outline 67 Week Facilitator Guide - Week Four Associate Assignments 68 Creed 69 History of Phi Kappa Tau Timeline (WWII-1969) 70 Ewing T. Boles 71 Dr. Edgar E. Brandon 72 Two Ways to Give Back to Phi Kappa Tau Exchange Phi Kappa Tau Foundation Structure Exchange Phi Kappa Tau Foundation 73 The Foundation and You 74 Borradaile Challenge: Communications 75 The Laurel 76 Good to Great Retreats 77 Conclave 79
Week Five 80-94 Week Five Prep - Week Five Outline 80 Week Five Facilitator Guide - Week Five Associate Assignments 81 Creed 82
Mission Statement 83 History of Phi Kappa Tau Timeline (1969-2006) 84 Douglass “Fat” Douglass 85 The Constitution of Phi Kappa Tau: Week Five Exchange National Convention 86 National Convention and You 87 SeriousFun Children’s Network 88 SeriousFun and Phi Kappa Tau 89 Founders Month of Service 90 Our Service Initiatives and You 91 Borradaile Challenge: Service 92 Borradaile Challenge: Philanthropy 93 Service Activity 94
Week Six 95-114 Week Six Prep - Week Six Outline 95 Week Six Facilitator Guide - Week Six Associate Assignments 96 Creed 97 Vision Statement 98 Jack Anson 99 Roland Maxwell 100 Sexual Abuse and Harassment Exchange Sexual Abuse and Harassment (Note Taking) 101 Sexual Abuse and Harassment and You 102 Housing Exchange Fire Safety Suggestions Exchange House Maintenance Suggestions Exchange House Security Exchange How to Survive a Fraternity House Fire Exchange Fire, Health, and Safety 103 “Fraternity Accused of Stealing 10,000 Student Exchange Newspapers to Cover Up Date Rape Story” “Health Inspectors Shut Down Tufts Fraternity” Exchange “Students Plead Innocent to Sexual Abuse” Exchange “Nebraska Wesleyan Fire Kills One Student, Exchange Injures Three” Newspaper Theft Article 104 Unsafe Housing Article 105 Drunken Sex Abuse Article 106 Ryan Stewart Article 107 A Lasting Impact on Our Organization Exchange A Lasting Impact 108 A Word from Our Chief Executive Officer 109 Phi Kappa Tau Executive Offices Exchange Executive Offices Staff 110 Executive Office Staff and You 111
Borradaile Challenge: National Participation 112 The Planner 113 Warp-up and Initiation Prep - Wrap-up and Associate Initiation Assignments 114
Pre-Orientation Meeting
Associate Ceremony Debriefing/Membership Orientation Introduction
MO Introduction
Associate Member Expectations
Introduction to Our Values
Introduction to the Borradaile Challenge
Introduction to the Risk Management Policy
Feedback and Evaluation Recruitment Evaluation
1
Phi Kappa Tau Associate Resources
Hard Copies (Bring these to EVERY MO meeting)
Associate Member Manual Associate Member Workbook
National Website
www.phikappatau.org
Programs
. National Convention . Leadership Academy . Presidents Academy . Regional Conferences . Building Men of Character Retreats . Good to Great Retreats . Membership Orientation . Founders Month of Service . SeriousFun Camps About Phi Kappa Tau
. ResourcesDownloadsVideos . ResourcesLaurel . ResourcesPress Release Guidelines & Template . HistoryTimeline . HistoryFast Facts . Purpose Statements Learning
. Chapter ManagementRisk Management . Chapter ManagementFinances . Chapter ManagementBorradaile Challenge . The Exchange . Scholarships . Awards
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Membership Orientation Introduction
What is membership orientation? What does a membership orientation officer What is the main objective? do?
What is an associate member? Why does Phi Kappa Tau require an associate member period?
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Associate Meeting Calendar
______(Semester/Quarter and Year)
Week One: ______
Week Two: ______
Week Three: ______
Week Four: ______
Week Five: ______
Week Six: ______
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Associate Member Expectations
Individually
. Maintain a semester or quarterly grade point average of at least a 2.4 (or mandated GPA required by chapter bylaws) . Pay the associate fee within five days of accepting a bid from Phi Tau . Take detailed notes during membership orientation meetings . Behave in a manner that is in keeping with the values of Phi Kappa Tau . Complete the national examination with a score of no less than 80 percent . Pay initiation fee to Treasurer AT LEAST two weeks prior to initiation
Phi Kappa Tau
. Attend and participate in membership orientation meetings and activities . Strive to attain the qualities of associate membership . Join a chairman’s committee . Complete all work assigned prior to the upcoming membership orientation meeting
Campus & Community
. Plan and participate in one community service project . Get involved with another organization/group
What you can expect from your associate member period
. A knowledge of our distinguished heritage . A knowledge of how Phi Kappa Tau operates at a local, regional and national level . The first step in holding yourself to a higher standard . FUN—if this isn’t fun, why would anybody do it?
What you SHOULD NEVER be expected to do as member in Phi Kappa Tau
. Servitude or inequality to any member, initiated or otherwise . Forced consumption of anything . Anything that conflicts with your religious beliefs nor your honor as a gentleman . Anything that conflicts with the values and beliefs of Phi Kappa Tau
If you are asked to do any of the above actions, YOU are expected to report these events at the toll-free number — (888) NOT-HAZE ((888) 668-4293).
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Initiation Requirements
Requirements for Initiation
. The associate member successfully completes a certified MO Program . The associate members scores at least an 80 percent on the national examination . The associate member achieves at least a previous semester or cumulative GPA of 2.4 (or mandated GPA required by chapter bylaws), or completes an approved grade verification form . The request to initiate form must be submitted with all names and fees included at least TWO WEEKS BEFORE INITIATION . The associate member has paid the associate fee of $75 ($110 for colony members), the initiation fee of $240*, and any local dues owed to the colony/chapter
* $240 is the initiation fee that includes a plain chased GK (goldklad) membership badge. Badge upgrades are available at the following prices:
Initiation with plain chased 10K badge: $ 275
Initiation with crown pearl/zircon GK badge: $ 285
Initiation with crown pearl/diamond 10K badge: $ 345
NOTE: Approval for initiation will be sent to the chapter president within 24 hours of receiving the request for initiation.
NOTE: Any chapter that initiates without permission is subject to a $100 per initiation fine.
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Associate Class Expectations
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Our Purpose Statements
Mission
The mission of Phi Kappa Tau is to champion a lifelong commitment to brotherhood, learning, ethical leadership and exemplary character.
Vision
The vision of Phi Kappa Tau is to be recognized as a leadership organization that binds men together and challenges them to improve their campuses and the world.
Creed
Phi Kappa Tau, by admitting me to membership, has conferred upon me a mark of distinction in which I take just pride. I believe in the spirit of brotherhood for which it stands. I shall strive to attain its ideals, and by so doing to bring to it honor and credit. I shall be loyal to my college and my chapter and shall keep strong my ties to them that I may ever retain the spirit of youth. I shall be a good and loyal citizen. I shall try always to discharge the obligation to others which arises from the fact that I am a fraternity man.
Roland Maxwell, Southern California '22 November 19, 1950
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= OUR VALUES X
ACTION
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Purpose Statements
What does it mean to be a values-based What is a mission? Why do we have one? organization?
What is vision? Why do we have one? What is a creed? Why do we have one?
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The Purpose of the Borradaile Challenge
The Borradaile Challenge helps us answer this question: “What kind of fraternal experience are we providing our members?”
Evaluation
A systematic method for collecting, analyzing, and using information to Accreditation answer questions about projects, policies and programs, particularly about their A quality assurance process under which effectiveness and efficiency. At the local, services and operations of the chapter regional and national levels, are evaluated by the Fraternity to stakeholders want to know if the determine if basic standards are met. programs they are funding, implementing, receiving or objecting to are actually having the intended effect, and answering this question is the job of the evaluation program.
Accountability
A concept in ethics and governance. It is often used synonymously with such ideas Recognition as responsibility, answerability, liability, and other terms associated with the Public acknowledgement of status or expectation of account-giving. As an merits (achievements, virtues, service, aspect of governance, it is central to etc). When a chapter is recognized, it is discussions related to problems at the accorded some special status, such as an chapter level. Accountability is the award, title or classification. acknowledgment and assumption of responsibility for actions, decisions, and policies, including administration, governance, and implementation. It encompasses the obligation to report, explain and be answerable for resulting consequences.
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Borradaile Challenge
What is it?
What is the purpose of the Borradaile Challenge?
What are the three standards of the What does each level signify? Borradaile Challenge?
1) 1)
2) 2)
3) 3)
Why was the Borradaile Challenge implemented?
How are the standards of the Borradaile Challenge tracked and evaluated?
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Borradaile Challenge: Membership Orientation
The Borradaile Challenge helps us answer this question: “What kind of fraternal experience are we providing our members?”
Maxwell, Order of the Star, Basic: Approved membership orientation (MO) program once every four years.
Why is this part of the Borradaile Challenge?
How does this standard relate to our purpose statement discussion today?
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Recruitment Evaluation
Part of being a member in Phi Kappa Tau is continually trying to improve the organization at a local, regional and national level. Completing evaluations and providing feedback is a crucial component of this improvement. After all, if we do not know what our weaknesses are, how can we ever eliminate them? Please complete this form as honestly and in as much detail as you can.
Why did you choose to join Phi Kappa Tau?
What was your first contact with Phi Kappa Tau?
What did you like about the recruitment program of the Fraternity?
What did you dislike about the recruitment program of the Fraternity?
What did you like or dislike about other fraternities’ activities?
Which members of Phi Kappa Tau really impressed you during recruitment? Why?
Was there adequate follow-up to maintain your interest?
What suggestions do you have for future recruitment programs?
What do you hope to gain by joining a fraternal organization?
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Week One
“Phi Kappa Tau, by admitting me to membership, has conferred upon me a mark of distinction in which I take just pride.”
The mission of Phi Kappa Tau is to champion a lifelong commitment to… learning.
Creed and Mission Statement Discussion
History Origins of Phi Kappa Tau Founding of the Non-Fraternity Association
Founding Father Spotlight William “Doc” Shideler
Phi Kappa Tau Structure and Operations Resident Council
Borradaile Challenge Standards Membership Recruitment Bylaws
Building Men of Character Programs Building Men of Character Retreats
Nominations for Class Officers
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Week One Associate Assignments
Task Done
Membership Manual . Introduction . Dedication . The Creed of Phi Kappa Tau . Welcome from the CEO . Mission Statement . “Brotherhood, Fellowship and Fraternity...” . Origins of Phi Kappa Tau . The Period of the Founding of Phi Kappa Tau . The Founding of Phi Kappa Tau—First Founders Day . William Shideler Bio
Associate Member Workbook . Review/Complete pages 1-32.
Website: www.phikappatau.org . BMC Retreats page (Programs tab)
Exchange Review roles and responsibilities web pages for the following : (Leading Your Chapter column)
Chapter Officers
. President . Vice President . VP Alumni Relations . Treasurer . Secretary . Recruitment Chairman . Membership Orientation Officer . Scholarship Chairman . Community Service Chairman . Philanthropy Chairman . House Manager . Risk Management Chairman . Social Chairman
Mark of Distinction
Sample Agenda Resident Council flowchart
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Sample Agenda for an Executive Council meeting Plan for a Chapter Room Developing Committees
Other . Locate and review chapter bylaws
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Creed
“Phi Kappa Tau, by admitting me to membership, has conferred upon me a mark of distinction in which I take just pride.”
What does mark of distinction mean to How does this line relate to your you? Why does membership in Phi associate member period? Kappa Tau give you a mark of distinction?
What does “just pride” mean to you? How can we apply this line to our daily lives?
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Mission Statement
The mission of Phi Kappa Tau is to champion a lifelong commitment to … learning.
What does it mean to champion a Why is this relevant to our mission as lifelong commitment to learning? members of Phi Kappa Tau?
“The theory is that our students complete their fraternal undergraduate How can we apply this line to our daily experience better prepared to be leaders lives? in their organizations and communities.”
—CEO Steve Hartman, Muskingum ’89
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Origins of Phi Kappa Tau Timeline (1776-1906)
1835 1849 1873 1892 Alpha Delta Phi Phi Delta Theta founded Miami University A political “ring” is established at Miami at Miami University suspends classes established by Beta Theta University Pi, Sigma Chi and Delta Significance? Significance? Kappa Epsilon fraternities Significance? at Miami
Significance?
1776 1839 1851 1885 March 1905 Phi Beta Kappa founded Beta Theta Pi founded at Delta Kappa Epsilon Miami University re- Non-Fraternity members Miami University established at Miami opens lose track meet to “ring” Significance? University members Significance? Significance? Significance? Significance?
What historical period was occurring in the 30 years leading up to our founding? According to Borradaile, did it play a role in our founding?
According to Borradaile, what benefits do fraternities hold? What were fraternities actually like in 1906?
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Non-Fraternity Association Founding
“It was a move to eliminate the faults in existing fraternities, and at the same time retain all their good features.” —Taylor A. Borradaile
Upon what three ideals were the Non- Are these ideals still relevant today? Fraternity Association was founded? Why or why not? What do they mean, respectively?
Do you think our chapter upholds these How does the history we discussed today ideals? Why or why not? relate to our purpose statement discussion?
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William “Doc” Shideler
What role did Shideler play in the founding How did Shideler bear a mark of distinction How did Shideler champion a lifelong and development of Phi Kappa Tau? in his life? How did he take just pride in this commitment to learning in his life? distinction?
22
Chapter Operations
What is a resident council? What is an executive council?
When does the resident council meet? What is an agenda? When does the executive council meet? Why do we use agendas?
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Chapter Officers and Committees
What are a chapter officers primary responsibilities? What GPA (national or What are committees? local specific) must an officer have to How often should they be meeting? hold an office?
What are the three types of committees? What are my top three committee Who can be on committees? preferences?
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Borradaile Challenge: Membership
The Borradaile Challenge helps us answer this question: “What kind of fraternal experience are we providing our members?”
Maxwell: 110% or more of campus average chapter size. Order of the Star: 100% or more of campus average. Basic: 30 men.
Why is this part of the Borradaile Challenge?
How does this standard relate to our purpose statement discussion today?
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Borradaile Challenge: Recruitment
The Borradaile Challenge helps us answer this question: “What kind of fraternal experience are we providing our members?”
Maxwell: Recruit and initiate 27.5% of campus average size, with a minimum of 8 men. Order of the Star: Recruit and initiate 25% of campus average size, with a minimum of 8 men. Basic: Recruit and initiate a minimum of 8 men.
Why is this part of the Borradaile Challenge?
How does this standard relate to our purpose statement discussion today?
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Bylaws
The Borradaile Challenge helps us answer this question: “What kind of fraternal experience are we providing our members?”
Maxwell, Order of the Star, Basic: Approved set of bylaws, submitted once every four years.
Why is this part of the Borradaile Challenge?
How does this standard relate to our purpose statement discussion today?
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Building Men of Character Retreats
“Our BMC Retreat helped our chapter understand the importance of communication between brothers. Plus, we became closer in two short days, which was an added bonus.” —Cameron Hutton, Oklahoma State ’07
What is a Building Men of Character Retreat? Why would a chapter apply for a BMC? Where can you apply for a BMC Retreat?
Who facilitates BMC Retreats? What opportunities do BMC Retreats provide you as a member?
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Associate Member Class Elections
Purpose
To learn how a functioning Resident Council operates through real-life experience with planning and executing events per the Mark of Distinction Membership Orientation Program.
Positions to fill
President—generally in charge of the associate class; assists the MO officer in making sure class is attending and participating, planning and executing events assigned to them, and preparing for initiation.
Treasurer—assists Resident Council treasurer with collecting associate and initiation dues from associate members; co-budgets associate class events with Resident Council treasurer.
Community Service Chair—in charge of planning and executing service event per associate class’ ideas.
Brotherhood Chairman—in charge of planning and executing brotherhood event for entire Resident Council.
Projects for associate class before initiation:
Brotherhood event for any member of Resident Council Service event for any member of Resident Council
NOTE:
All associate class events will be approved by the MO, with communication to the executive council although chairs are in charge of the planning and preparation of events, it is the responsibility of THE ENTIRE ASSOCIATE CLASS to help the chairman with the event that is being planned. Associate members will elect positions per the chapter/colony bylaws.
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Associate Class Nominations
President Treasurer
Community Service Chairman Brotherhood Chairman
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Week Two
“I believe in the spirit of brotherhood for which it stands.”
The mission of Phi Kappa Tau is to champion a lifelong commitment to … brotherhood.
Creed and Mission Statement Discussion
Risk Management Spotlight Hazing Alcohol and Drugs
Founding Father Spotlight Taylor “Boss” Borradaile
Phi Kappa Tau Structure and Operations Board of Governors Domains/Domain Directors
Borradaile Challenge Standards Finance Risk Management Board of Governors
Building Men of Character Programs Presidents Academy Regional Conferences
Election of Class Officers/Committee Assignments
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Week Two Associate Assignments
Task Done
Membership Manual . Taylor Borradaile Bio
Associate Member Workbook . Review/Complete pages 33-53.
Website: www.phikappatau.org . Presidents Academy page (Programs tab) . Regional Conferences page (Programs tab)
Exchange Review roles and responsibilities web pages for the following: (Leading Your chapter column)
Volunteers
. BOG Chairman . Financial Advisor . Recruitment Advisor . Faculty Advisor . Scholarship Advisor . Alumni Advisor . Chapter Advisor . Risk Management Advisor
Mark of Distinction Hazing Defined Examples of Hazing Hazing Myths Fraternities and Alcohol Snapshot of Annual High-Risk Drinking Consequences Signs of Alcohol Poisoning CALL 911! Hazing—A Chapter Gets Shut Down Drugs—A Chapter Gets Shut Down Hazing—PKT Indictment Hazing—Remembering Gary Alcohol—PKT Death pt. 1 Alcohol—PKT Death pt. 2 Board of Governors Roles and Responsibilities Domains and Domain Directors Phi Kappa Tau Domains 32
Creed
“I believe in the spirit of brotherhood for which it stands.”
What does the spirit of brotherhood What do you think the founders’ mean to you? brotherhood was like?
What is false brotherhood? How do you quantify brotherhood? Does it exist in fraternities? Why or why not?
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Mission Statement
The mission of Phi Kappa Tau is to champion a lifelong commitment to … brotherhood.
What does it mean to champion a Why is this relevant to our mission as lifelong commitment to brotherhood? members of Phi Kappa Tau?
“By individually seeking to attain the ideals as embodied in the cardinal How do you think strong brotherhood is principles of the Fraternity and making built? them a part of your life, by adhering to those principles, the door to Fellowship is opened.”
—Jack Anson, Colgate '47
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Hazing
What are the three types of hazing? Why do you think hazing is outlawed in What does each mean? most states in America? Why do you think fraternities still haze?
How does hazing conflict with the three How does hazing relate back to our creed principles that the Non-Fraternity and mission statement discussion Association was founded upon? today?
35
IF YOU ARE NOT SURE ABOUT SOMEONE,
CALL 911.
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Alcohol and Drugs
Describe in your own words the five Why do you think we have such an identified reasons that fraternities tend extensive alcohol and drug policy? to have higher rates of alcohol abuse.
What are the signs of alcohol poisoning? How do alcohol and drugs relate back to Why is it so important to call 911 if you our creed and mission statement are unsure about someone’s state of discussion today? alcohol consumption?
37
BB Gun Hazing Article
How did this incident violate our risk Why did the actions of one member management policy? Why are we using affect everyone in a chapter? Why do you this example as a case study? think that no one did anything to prevent this from happening?
Why are we using this example as a case Why did even the appearance of study? How did this case study relate to wrongdoing affect the chapter? our purpose statements discussion today?
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Fraternity Drug Article
Why do you think these men had How did this incident violate our risk leadership positions in the fraternity? management policy? Why are we using Why do you think that no one did this example as a case study? anything to prevent this from happening?
How did the actions of a few members How did this case study relate to our affect everyone in the chapter? purpose statements discussion today?
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Gary Devercelly
How did this incident violate our risk Do you think these types of activities management policy? Why are we using build brotherhood? Why or why not? this example as a case study?
Why do you think some fraternities still How does this case study relate to our cling to these type of new member Creed and Mission Statement activities? How can we as members discussions today? prevent activities and decisions such as this from occurring in our chapter?
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Robert Schmalz Article
How did this incident violate our risk What does being your brother’s keeper management policy? Why are we using mean to you? this example as a case study?
Could this happen to you or someone you know? Why or why not? How does this article relate back to our Do young adults tend to think they are purpose statements discussion today? invincible? Why or why not?
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Schmalz/Devercelly
Schmalz Devercelly
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Taylor “Boss” Borradaile
What role did Borradaile play in the founding How did Borradaile champion a lifelong To what did Borradaile credit the founding of and development of Phi Kappa Tau? commitment to the spirit of brotherhood the Non-Fraternity Association? What did he throughout his life? consider the advantages of fraternity to be?
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Local Flow Chart
Domain Director
Recruitment Chairman VPAR Treasurer Scholarship Chairman Risk Management Chairman Resident Council
Fill in the corresponding Boards of Governors roles. Why is the Domain Director at the top of the chart? What is his primary role?
Although not listed, who is the Board of Governors secretary? Why?
44
Board of Governors
Why does Phi Kappa Tau rely on the What is a Board of Governors? Board of Governors to be the primary What are their general roles and advisory group to a chapter? responsibilities? Why do resident councils have a BOG?
What two operational areas does the Why are we learning about the Board of BOG have absolute authority over? Governors on the same day we discussed How often does a BOG typically meet? brotherhood?
45
Domains their Directors
Which domain is your chapter in? What is a domain? What are the other chapters in your domain?
What is a Domain Director? Why are we learning about Domain What are their primary responsibilities? Directors on the same day we discussed brotherhood?
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Borradaile Challenge: Risk Management
The Borradaile Challenge helps us answer this question: “What kind of fraternal experience are we providing our members?”
Maxwell, Order of the Star, Basic: No risk management violations and all risk management seminars and reports submitted on time.
Why is this part of the Borradaile Challenge?
How does this standard relate to our purpose statement discussion today?
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Borradaile Challenge: Finance
The Borradaile Challenge helps us answer this question: “What kind of fraternal experience are we providing our members?”
Maxwell, Order of the Star, Basic: Must submit an annual budget and be in good standing at the end of the year.
Why is this part of the Borradaile Challenge?
How does this standard relate to our purpose statement discussion today?
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Borradaile Challenge:
Board of Governors
The Borradaile Challenge helps us answer this question: “What kind of fraternal experience are we providing our members?”
Maxwell, Order of the Star, Basic:
Five certified advisors through the Phi Kappa Tau Volunteer Certification Program. Ten BOG meetings annually, with minutes available upon request. Completed end-of-term chapter assessment. Representative present at two Resident Council meetings per month, plus other important activities.
Why is this part of the Borradaile Challenge?
How does this standard relate to our purpose statement discussion today?
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Presidents Academy
What is a Presidents Academy? Why do you think it is important to send When is it? your incoming president every year?
What are the four pillars that make a What opportunities does Presidents successful president? Academy provide you as a member?
50
Regional Conferences
What are Regional Conferences? Where do I sign up for a Regional Conferences?
What is the closest conference to your What opportunities do Regional chapter? Conferences provide you as a member?
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Associate Class Elections
Treasurer President
Community Service Chairman Brotherhood Chairman
52
Week Three
“I shall strive to attain its ideals, and by so doing to bring to it honor and credit.”
The mission of Phi Kappa Tau is to champion a lifelong commitment to … ethical leadership.
Creed and Mission Statement Discussion
History Founding through WWII
Founding Father Spotlight Clinton “Teeny” Boyd
Phi Kappa Tau Structure and Operations National Council
Borradaile Challenge Standards Scholarship
Building Men of Character Programs Leadership Academy
Associate Class Activities Plan and complete brotherhood activity for entire chapter
Local History Part One
53
Week Three Associate Assignments
Task Done
Membership Manual . The Founding of Phi Kappa Tau: First Founders Day through end of chapter . Clinton Boyd Bio
Associate Member Workbook . Review/Complete pages 54-67.
Website: www.phikappatau.org . Leadership Academy page (Programs tab) . Historical Vignette Video: 1906 through WWII (About KT tabResourcesVideos)
Exchange
Mark of Distinction—(Lead Your Chapter column)
PKT Flowchart—Week 3 Constitution and Statues—National Council Brotherhood Activity Suggestions
(Our Heritage column)
History through the decades 1906 through 1945 Jubilee celebration: Silver Jubilee
54
Creed
I shall strive to attain its ideals, and by so doing to bring to it honor and credit.”
Why are we only striving to attain our ideals? Can’t we just achieve them?
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Mission Statement
The mission of Phi Kappa Tau is to champion a lifelong commitment to … ethical leadership.
What does it mean to champion a Why is this relevant to our mission as lifelong commitment to ethical members of Phi Kappa Tau? leadership?
Do ethics need to be part of leaders? Are What are some examples of ethical all successful leaders ethical? leadership? Unethical leadership?
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Why did this happen?
Why is this significant to the founding of Phi Kappa Tau?
1906 1909 1916 Non-Fraternity Phrenocon Phi Kappa Tau Association
Why did this happen?
If the Non-Fraternity Association had never been founded at Miami, do you think it would have been founded elsewhere? Why or why not?
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Phrenocon
Why is this part of the Borradaile Challenge?
How does this standard relate to our purpose statement discussion today?
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Six Founding Chapters
Alpha Beta
College/University: College/University:
Original Name: Original Name:
Gamma Delta
College/University: College/University:
Original Name: Original Name:
Epsilon Zeta
College/University: College/University:
Original Name: Original Name:
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Phrenocon Adopts Phi Kappa Tau
What did all of these organizations have in common when the affiliated with Phi Kappa Tau?
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Clinton “Teeny” Boyd
What role did Boyd play in the founding and Did Boyd strive to attain the ideals of Phi How did Boyd champion a lifelong development of Phi Kappa Tau? Kappa Tau in his life? How did he bring our commitment to ethical leadership? ideals honor and credit?
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National Council Basics
Which members of the council do undergraduate or graduate delegates vote for?
How long do the following officers’ serve their terms?
President
Vice President
National Councilors
How is the president elected?
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National Council of Phi Kappa Tau
What are the primary responsibilities of Where/how are members of the National the National Council? Why is it Council elected? Who/how are the voting important to have a National Council? members of the National Council?
How does serving on the National How does serving on the National Council bring honor and credit to the Council champion a lifelong ideals of Phi Kappa Tau? commitment to ethical leadership?
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Borradaile Challenge: Scholarship
The Borradaile Challenge helps us answer this question: “What kind of fraternal experience are we providing our members?”
Maxwell: Chapter GPA must be at or above 2.7 AND 0.2 points above campus men's average. Order of the Star: Chapter GPA must be at or above 2.6 and at least 0.05 above campus men's average. Basic: Chapter GPA must be at or above 2.5 and campus men's average.
Why is this part of the Borradaile Challenge?
How does this standard relate to our purpose statement discussion today?
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Leadership Academy
“Leadership Academy was one of the greatest experiences I’ve ever had as a member of Phi Kappa Tau.” —Andrew Lopez, Cal State-Fullerton ’07
What is a Leadership Academy? What does it usually cost for a member When is it? to attend Leadership Academy?
Who is Leadership Academy designed What opportunities does Leadership for? Academy provide you as a member?
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Brotherhood Activity Planner
What will the event be? When will the event be held?
Bearing in mind our Creed and Mission Does this activity align with Phi Kappa Statement discussions so far, how will Tau’s Risk Management Policy? this event help build brotherhood? Why or why not?
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Week Four
“I shall be loyal to my college and chapter, and shall keep strong my ties to them that I may ever retain the spirit of youth.”
Creed Discussion
History WWII through 1969
Honored Brothers Spotlight Ewing T. Boles Edgar E. Brandon
Phi Kappa Tau Structure and Operations The Phi Kappa Tau Foundation
Borradaile Challenge Standards Communications
Communications The Laurel
Building Men of Character Programs Good to Great Retreats Conclave
Local History Part Two
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Week Four Associate Assignments
Task Done
Membership Manual . Ewing T. Boles Bio . Boles and the Foundation
Associate Member Workbook . Review/Complete pages 68-80.
Website: www.phikappatau.org . Good to Great Retreats pages (Programs tab) . Scholarships page (Foundation Tab) . Brothers Trust (FoundationGiving Opportunities . Harvard Red Society (FoundationGiving Levels) . Old Gold Society (FoundationGiving Levels) . Historical Vignette 1945 though 1969 (About KT tabResourcesVideos)
Exchange
Mark of Distinction—(Lead Your Chapter column)
Two Ways to Give Back to Phi Kappa Tau PKT Flowchart—Week Four
(Our Heritage) History through the decades 1945 through 1969 Jubilee celebration: Golden Jubilee Edgar E. Brandon Bio The Phi Kappa Tau Foundation
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Creed
“I shall be loyal to my college and chapter, and shall keep strong my ties to them that I may ever retain the spirit of youth.”
What does this line mean to you? Why should you keep your ties to your college strong? How can you do this?
How can you do this? Why should you How will these ties retain your spirit of keep your ties to your chapter strong? youth?
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History of Phi Kappa Tau Timeline (WWII-1969)
1949 1950 1957 1968 Membership restrictions President Maxwell pens Jack Anson publishes Phi Tau holds inaugural removed the creed “The Golden Jubilee IMPACT Program History of Phi Kappa Tau”
Significance? Significance? Significance? Significance?
1947 1950 1956 1958 1969 Victory Convention held Founder Boyd enters Phi Kappa Tau celebrates Founder Shideler enters Phi Tau charters 52 in Lake Wawasee, Ind. chapter eternal its 50th Anniversary at Chapter Eternal chapters in 23 years the Golden Jubilee
Significance? Significance? Significance? Significance? Significance:
How do you think the end of World War II and the GI Bill affected Phi Tau?
What significant members died during this time period? What impact do you think these deaths had on Phi Kappa Tau? 70
Ewing T. Boles
“No matter how much I do for Phi Kappa Tau, I can never repay it for all it has done p. for me.” —Ewing T. Boles
What role did Boles play in the How did Boles stay loyal to his college? development of Phi Kappa Tau? To his chapter?
If Boles wasn’t one of the original What was the Boles Challenge? Founder Four, why has he been made an honorary one?
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Dr. Edgar E. Brandon
What role did Brandon play in the How did his involvement in Phi Kappa founding and development of Phi Kappa Tau help him retain the spirit of youth? Tau?
How did Edgar Brandon remain loyal to How is Brandon’s involvement in Phi his college and chapter? Kappa Tau relevant to our Fraternity today?
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Phi Kappa Tau Foundation
What is the Foundation? How is it What is the Foundation’s main function governed? What does it fund? in Phi Kappa Tau?
What is the Brothers Trust? Why is it important to give back to Phi What is a CEG? Why is it important? Kappa Tau?
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The Foundation and You
How does the Foundation relate back to our purpose creed discussion today?
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Borradaile Challenge: Communications
The Borradaile Challenge helps us answer this question: “What kind of fraternal experience are we providing our members?”
Maxwell: Three alumni newsletters, two alumni events, maintenance of an updated chapter website and one press release about a chapter event to The Laurel and area/campus media. Order of the Star: Two alumni newsletters, two alumni events and maintenance of an updated website. Basic: One alumni newsletter and one alumni event.
Why is this part of the Borradaile Challenge?
How does this standard relate to our purpose statement discussion today?
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The Laurel
What is The Laurel? Where can I find Why is The Laurel important to Phi The Laurel? How often is The Laurel Kappa Tau? released?
What was the name of the national How does The Laurel keep ties to our magazine before The Laurel? chapter strong?
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Good to Great Retreats
What are Good to Great Retreats? What four programs compose Good to Great Retreats?
Where can you or your chapter leaders How does the concept of moving from sign up for a Good to Great Retreat? good to great relate to our honored members discussion today?
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Good to Great Retreats (cont.)
What are the focuses of the Recruiting What are the focuses of the Executive Men of Character Retreat? Council Retreat?
What are the focuses of the Ritual What are the focuses of the Retreat? ResponseAbility?
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Conclave
What is Conclave? When is Conclave?
What opportunities does Conclave “Conclave is a heck of a lot of fun!” provide you as a member? —Alex Koehler, Mount Union ‘06
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Week Five
“I shall be a good and loyal citizen.”
The mission of Phi Kappa Tau is to champion a lifelong commitment to … exemplary character.
Creed and Mission Statement Discussion
History 1969 through Today
Founding Father Spotlight Dwight “Fat” Douglass
Phi Kappa Tau Structure and Operations National Convention
Building Men of Character Programs SeriousFun Camps Founders Month of Service
Borradaile Challenge Standards Community Service Philanthropy
Associate Class Community Service Project
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Week Five Associate Assignments
Task Done
Membership Manual . Dwight I. Douglass Bio . National Convention
Associate Member Workbook . Review/Complete pages 81-95.
Website: www.phikappatau.org . SeriousFun Children’s Network page (Programs Tab) . Founders Month of Service (Programs Tab) . Historical Vignette 1969 through Centennial (About KT tabResourcesVideos) . SeriousFun Camps Video (About KT tabResourcesVideos) . National Convention (Programs Tab)
Exchange
Mark of Distinction—(Lead Your Chapter column)
Constitution—National Convention
(Our Heritage) History through the decades 1965 through Centennial Jubilee celebration: Diamond Jubilee, Centennial Celebration SeriousFun Camps
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Creed
“I shall be a good and loyal citizen.”
What does the being a good and loyal Why do you think being a good and loyal citizen mean to you? citizen is part of our creed as men of Phi Kappa Tau?
"No one is born a good citizen; no nation How can you live these values in your is born a democracy. Rather, both are daily life? processes that continue to evolve over a lifetime. Young people must be included from birth. A society that cuts off from its youth severs its lifeline." —Kofi Annan, Former Secretary General of the United Nations
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Mission Statement
The mission of Phi Kappa Tau is to champion a lifelong commitment to … exemplary character.
What does it mean to champion a Why is this relevant to our mission as lifelong commitment to exemplary members of Phi Kappa Tau? character?
How can you live these values in your “Character is doing the right thing when daily life? nobody's looking.”
—JC Watts, Former United States Congressman
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History of Phi Kappa Tau Timeline (1969-2006)
1975 1982 1989 1996 First Candlelight Ewing T. Boles issues the Standards for scholarship Charlie Ball writes “From Ceremony Boles Challenge are adopted Old Main to a New Century” Significance? Significance? Significance? Significance?
1974 1977 1988 1995 2006 Convention postponed Borradaile Challenge Inaugural Leadership Hole in the Wall Camps Centennial Celebration created Academy held are adopted as national philanthropy
Significance? Significance? Significance? Significance? Significance?
How do you think the financial struggles during the 1970s affected Phi Kappa Tau? Why do you think so many advisers left during this time period?
What significant members died during this time period? What impact do you think these deaths had on Phi Kappa Tau? 84
Dwight “Fat” Douglass
What role did Douglass play in the founding How was Douglass a good and loyal citizen? How did Douglass champion a lifelong and development of Phi Kappa Tau? commitment to exemplary character?
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National Convention
What is National Convention? Who can attend Convention? When is it held? Who can vote at Convention?
Why is it so important to have What is the Convention Pool? representatives of your chapter at How does it work? Convention?
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National Convention and You
How does attending and participating in National Convention make you a good and loyal citizen of Phi Kappa Tau?
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SeriousFun Camps
“Camp is a place where you learn to live life better because you can do all sorts of things you never thought you’d do again.” —SeriousFun Camper
What are SeriousFun Camps? Who founded SeriousFun camps?
When were SeriousFun Camps founded? Where are SeriousFun Camps located? Why were they founded?
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SeriousFun and Phi Kappa Tau
“Each year, Phi Taus make up the majority of male volunteers at our camps.” —SeriousFun Camps
What is the camp nearest to your When and why did Phi Kappa Tau adopt chapter? When can you volunteer at SeriousFun Camps as its national camp? philanthropy?
What makes Phi Kappa Tau’s Where can you find stipend applications relationship with SeriousFun camps to reimburse your travel to volunteer at a unique from other philanthropies? camp?
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Founders Month of Service
“Given the fact that our members always participate in service activities, it was no surprise that our undergraduates and alumni rose to the challenge of setting aside one month to participate in service activities to honor our Founders.” —Matt Parker, Evansville ’93 Phi Kappa Tau National Service Adviser
What is Founders Month of Service? Why was Founder Month of Service When is it? implemented into Phi Kappa Tau?
What opportunities does Founders Why is participation in Founders Month Month of Service provide you as a of Service so imperative? member?
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Our Service Initiatives and You
“We need to be more like the farmer who puts back into the soil what he takes out.” —Paul Newman, Ohio ’43
How does raising money and How does participating in Founders volunteering for SeriousFun Camps Month of Service fulfill our duty to be fulfill our duty to be good and loyal good and loyal citizens? citizens?
How does raising money and How does participation in Founders volunteering for SeriousFun Camps Month of Service champion a lifelong champion a lifelong commitment to commitment to exemplary character? exemplary character?
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Borradaile Challenge: Service
The Borradaile Challenge helps us answer this question: “What kind of fraternal experience are we providing our members?”
Maxwell: Average of 20 hours per man and minimum one SeriousFun Camp Volunteer. Order of the Star: Average of 10 hours per man. Basic: Average of 5 hours per man.
Why is this part of the Borradaile Challenge?
How does this standard relate to our purpose statement discussion today?
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Borradaile Challenge: Philanthropy
The Borradaile Challenge helps us answer this question: “What kind of fraternal experience are we providing our members?”
Maxwell: $3,000 contributed to any philanthropy, with minimum $1,500 to SeriousFun Camps. Order of the Star: $1,500 contributed to any philanthropy, with minimum $750 to SeriousFun Camps. Basic: $750 contributed to any philanthropy, with minimum $375 to SeriousFun Camps.
Why is this part of the Borradaile Challenge?
How does this standard relate to our purpose statement discussion today?
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Service Activity
What did we decide will be our activity? When will this event be held?
Bearing in mind our creed and mission Which organizations will you be inviting statement discussions so far, how will to the event? Why? this event help fulfill our commitment to our values?
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Week Six
“I shall discharge the obligation to others which arises from the fact that I am a fraternity man.”
The vision of Phi Kappa Tau is to be recognized as a leadership organization that binds men together and challenges them to improve their campuses and the world.
Creed and Vision Statement Discussion
Honored Brothers Spotlight Roland Maxwell Jack Anson
Risk Management Spotlight Sexual Abuse Fire, Health and Safety
Phi Kappa Tau Structure and Operations Executive Offices “Nationals” Misnomer
Borradaile Challenge Standards National Participation
Communications The Planner
MO Wrap-up
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Week Six Associate Assignments
Task Done
Membership Manual . Executive Offices Roles and Responsibilities
Associate Member Workbook . Review/Complete pages 96-115.
Website: www.phikappatau.org . Phi Kappa Tau’s Parting Thoughts (About KT tabResourcesVideos)
Exchange
Mark of Distinction—(Lead Your Chapter column)
Sexual Abuse and Harassment Housing Fire Safety Suggestions House Maintenance Suggestions House Security How to Survive a Fraternity House Fire Sexual Abuse and Harassment—Making Bad Events Worse Housing—Unhealthy Conditions Sexual Abuse—Drinking and Consent Housing—PKT Death A Lasting Impact on the Organization A Word from Our Chief Executive Officer
(Our Heritage) Roland Maxwell Bio Jack Anson Bio
(Leading Your Chapter) Previous Three Month’s Planners
Initiation Bring initiation fee to week six meeting Begin review of program for national exam
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Creed
“I shall try always to discharge the obligation to others which arises from the fact that I am a fraternity man.”
What does this line mean to you?
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Vision Statement
“The vision of Phi Kappa Tau is to be recognized as a leadership organization that binds men together and challenges them to improve their campuses and the world.”
What does this line mean to you?
98
Jack Anson
“Fraternity is understanding, it is recognition, it is a joining with men in common enterprises, it is acceptance of others, it is a willingness to share and to participate, it is discipline. It is selflessness. It is these things and many more—it is above all an attitude.”
What role did Anson play in the development How did Anson try to always discharge Phi How did Anson fulfill the vision of binding of Phi Kappa Tau? Kappa Tau’s obligations to others in his life? men together and challenging them to improve their campuses and worlds?
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Roland Maxwell
“Phi Kappa Tau, by admitting me to membership, has conferred upon me a mark of distinction in which I take just pride. I believe in the spirit of brotherhood for which it stands. I shall strive to attain its ideals, and by so doing to bring to it honor and credit. I shall be loyal to my college and my chapter and shall keep strong my ties to them that I may ever retain the spirit of youth. I shall be a good and loyal citizen. I shall try always to discharge the obligation to others which arises from the fact that I am a fraternity man.”
What role did Maxwell play in the How did Maxwell try to always discharge Phi How did Maxwell fulfill the vision of binding development of Phi Kappa Tau? Kappa Tau’s obligations to others in his life? men together and challenging them to improve their campuses and worlds?
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Sexual Abuse and Harassment
What constitutes sexual harassment? What constitutes sexual assault?
What are some examples of verbal What are some examples of physical abuse? abuse?
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Sexual Abuse and Harassment and You
What are some actions we can take as Why should we as Fraternity men be individuals to minimize or prevent concerned with these issues? sexual abuse?
How does this topic relate to your Why does sexual abuse occur? transition into undergraduate membership?
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Fire, Health, and Safety
Are most fires preventable? What is the most common cause of Has anybody seen some of the potential house fires? causes of house fires at school? Where?
Why is understanding fire safety so How does this topic relate to your important? transition into undergraduate membership?
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Newspaper Theft Article
Why do you think the fraternity’s How did this incident violate our risk leadership thought this was a good idea? management policy? Why are we using Why do you think these members this example as a case study? compounded bad decisions with worse ones?
Even if later found innocent of the GHB How does this incident relate to your charges, how do you think this incident transition into undergraduate has impacted their chapter moving membership? forward?
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Unsafe Housing Article
How did this incident violate our risk Why were these members forced to leave management policy? Why are we using their own house? Why is maintaining a this example as a case study? house so important?
Why didn’t anyone in the chapter do How does this incident relate to your something to prevent this incident from transition into undergraduate happening? membership?
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Drunken Sex Abuse Article
How did this incident violate our risk Even if these two men are found management policy? Why are we using innocent, how do you think this incident this example as a case study? has impacted their chapter moving forward?
Do you think that one night was worth it How does this incident relate to your for these two men? Why or why not? transition into undergraduate Could this happen to you or someone membership? you know?
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Ryan Stewart Article
Why are we using this example as a case Could this happen to you or someone study? you know? Why or why not?
Are we prepared for an incident like this How does this incident relate to your one? If yes, what steps have we taken to transition into undergraduate prepare? If no, what should we be doing membership? to prepare?
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A Lasting Impact
What were some items you were surprised by when reading through this document? What were your some of your first thoughts Why? when you were reading through this document? Were you surprised how much of our current activity is a result of these incidents? Why or why not?
What kind of message do you think this Why do you think we read this document? sends to our members?
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A Word from Our Chief Executive Officer
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Executive Offices Staff
What do you think are the main points of What do you think Past National CEO Steve Hartman’s letter to our President Bill Macak means when he associates? What is Phi Kappa Tau’s talks about “legacy thinking?” definition of “Nationals?”
What do you think are some common What are the primary responsibilities of misperceptions about Executive Offices the Executive Offices staff members? staff? Why do you think these misinterpretations exist?
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Executive Office Staff and You
How does this line apply to our purpose statements discussion today?
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Borradaile Challenge: National Participation
The Borradaile Challenge helps us answer this question: “What kind of fraternal experience are we providing our members?”
Maxwell: Three members at Leadership Academy or two members at Convention and six members at a Regional Conference. Order of the Star: Three members at Leadership Academy or two members at Convention and four members at a Regional Conference. Basic: Three members at Leadership Academy or two members at Convention and two members at a Regional Conference.
Why is this part of the Borradaile Challenge?
How does this standard relate to our purpose statement discussion today?
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The Planner
What is the Planner? Where can I find the Planner? How often is it released?
Why is the Planner important to you as a How does the Planner relate to your member of Phi Kappa Tau? transition into undergraduate membership?
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Wrap-up and Associate Initiation Assignments Task Done
Review for the national exam.
Ensure your initiation fee has been submitted.
Double check initiation date and ensure proper attire.
Fill out Membership Orientation Evaluation form and submit it to the executive offices.
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