Annual Report President, MDSSAR James F. Engler, Sr. (2014-2015)
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Annual Report President, MDSSAR James F. Engler, Sr. (2014-2015) The President shall perform the duties usually pertaining to that office, and shall, unless otherwise especially provided, appoint all Committees. – MDSSAR Bylaws, Article III, Section 1 (Duties of Officers, President) This simple statement covers a wide variety of activities since my inauguration at the Annual Meeting in April 2015. As such, my report covers my activities at the state level, in addition to my work with my own chapter. The following are covered in this cumulative report: Committee Operations Operational Handbook Chapter Development Non‐Chapter SAR Meetings Progress Tracking In addition, I was involved in several short‐term projects and in other SAR‐related activities. Committee Operations The first month of a President’s term requires appointment or re‐appointment of Committee Chairmen and members of the Board of Trustees for the Maryland 400 Fund. Committee Chairs are listed in the BOM agenda. The primary changes to the committees this year are: Duane Tackitt (#2) as Budget Chair; myself for the GW Luncheon; Paul Bannister (#3) as sole chairman of the Retention Subcommittee; Don Deering (#2) as the SAR Logo Tag Subcommittee Chair. The three Presidential appointments to the Maryland 400 Fund Board of Trustees are William C. Batton (#9); James D. Schaub, Ph.D. (#10); and George Satterthwaite (#11). As part of the themes of my PARTY Line (Partnership, Assessment, Response, Transition, and You) to improve transparency and accountability, I asked each state chairman to work on documenting all their processes and procedures. This includes transition plans; assistants to each chairman still are to be identified. Similarly, I have requested work be done on developing written guidelines and procedures for the Maryland 400 Fund; 1VP Smithson provided Chairman Adkins with recommendations based on his experiences as chairman last year. Some progress was made throughout the year, but not many the committee chairs provided their inputs. I am hoping that this project can continue and complete within the next year. Operational Handbook I began work on an operational handbook, to include all procedures and guidelines for officers and committees. Sections for the Vice Presidents have already been drafted. As material came from other officers and chairmen, they were added as part of a first draft, which remains incomplete. Once the draft does get completed, committee procedures will also be submitted to the chapters for review, to make certain everything is included that they need from the state society to make these programs successful locally. Chapter Development Also as part of my PARTY Line, I requested that all chapters address the following: Where would you like to see your chapter in five years? Who are the contacts in your chapter for each of the SAR program positions/activities? What are your chapter's strengths, weaknesses, opportunities and threats? Do you have procedures in place to make transitions? 1 This was intended to be the first step in a dialogue with each chapter to develop a long‐term, action plan for chapter development, tailored to local needs and circumstances. I attempted to follow up with all the chapters; only four responded (Westminster, Little Meadows, John Hanson, GEN William Smallwood). I continued to reach out to our chapters, although the majority of responders did not appear to feel they wanted or could use any help citing an number of issues, typically regarding recruitment and retention; I strongly disagree, but a chapter must want help to get it. Related to this, I worked for the completion and submission of Americanism Scorecards to National Headquarters for all Maryland chapters and the State Society. A few chapters had points of contact who worked hard to complete the entries for their chapters and I completed the balance of the chapters. In each case, I did send copies of what I believed were the final submissions to each chapter prior to the final submissions on 1 March 2016. While I felt they were good summaries for each chapter, I suspect that I still missed items. Subsequently, I created a set of charts that could help points of contact more accurately record their activities in the 2016 Scoresheet throughout the year. I sought points of contact for each chapter and held a teleconference training session, to which most chapters were able to attend. The question session afterward brought out concerns from some chapters that the Scoresheet was more work for them at a time when they had difficulties getting volunteers to just handle their current projects. The Scoresheet Project also exposed concerns in two of our chapters regarding their organization and activities. I am still working with both chapters, which need to arrange for meetings and elect new officers. Non‐Chapter SAR Meetings I have attended the following meetings at state, district and national levels: June MDSSAR Board of Managers Meeting National Congress in Louisville, Kentucky at the end of June. Atlantic Middles States District meeting in Bridgewater, New Jersey in August. Fall Leadership meeting in Louisville, Kentucky at the end of September Patriot’s Ball in Ellicott City, Maryland in December Maryland BOM in January 2016 MDSSAR George Washington Luncheon Spring Leadership meeting in Louisville, Kentucky at the end of February 2016 Maryland Annual Meeting in April 2016 My goal was to attend as many chapter events as I could. I attended chapter meetings or events of 12 of 15 chapters (the only ones I was not able to attend, either because of schedule conflicts or no notice of events, were John Paul Jones, COL Henry Hollingsworth, and Thomas Stone). I presented the MDSSAR state wreath at the Poe, Monocacy, and Beard grave markings as well as the COL John Eager Howard Birthplace Commemoration and the CAPT Joseph Ogle Memorial Dedication (listed elsewhere in this report). A complete list of meetings and events that I have attended can be found at the end of this report (also listed is when I presented the State SAR wreath). I am also serving at the National Level. I was elected to serve as the Secretary of the Council of State Presidents at the 2015 Congress, and have been present for three meetings to date. I serve on the 250th Anniversary Committee, the Patriot Biographies Committee, and have attended the Graves Committee’s meetings. I am also running for election as Member‐At‐Large on the SAR Foundation Board; while I have picked up numerous endorsements, the National Nominations Committee was not one of them. Progress Tracking I tracked progress by the MDSSAR Vice Presidents of their activities (3VP on June BOM and Brooklyn Trip; 2VP on PR, Semi‐Annual Meeting; 1VP on Annual Meeting). I was involved and monitored progress of the Patriots Ball Committee; chaired by Immediate Past President Doug Favorite (the event had one of the largest turnouts in over a decade). 2 Additional Projects There are other projects that arose in the course of the year: the President General’s Patriot Biography Initiative; my work on Chapter Health; funding requests; and heading the George Washington Luncheon planning. Patriot Biographies I worked with our chapters to achieve the President General’s initiative for state societies and chapters to submit by 1 June 2015 of a number of patriot biographies equal to 25% of their membership (on 1 Jan 2015). I volunteered to track our progress (National Committee would send out weekly summaries and I would then get more detailed reports of what they thought MDSSAR and its chapters had submitted, comparing with messages I received of submitted entries, sending status to chapters) and urge participation from all of our chapters and at‐ large membership. Due to the efforts of our Compatriots — especially Christos Christou and Christopher Smithson — our state society and 12 of our 15 chapters met their goals. Our state society stood as one of seven out of 59 societies to achieve the goal and stood in second place in terms of percentage submitted in respect to our total numbers. I brought flag streamers back from the National Congress and presented these to all the successful chapters. I thank everyone for their efforts. Chapter Health Project As mentioned above, I tracked the activities of each chapter and entered them into copies of the Americanism Scoresheet; a couple of chapters had their own points of contact that were filling in their chapters throughout the year. My efforts also included tracking Compatriot attendance of various chapter non‐meeting events (and who wore Colonial attire or presented wreaths) as well as what is published in local media outlets. I met my goals: to submit entries on 1 March 2016 from each chapter and MDSSAR and to have a Compatriot in each chapter to take over the data entry for the 2016 calendar year. The Scorecards will provide a baseline of chapter health. Galvez Memorial Approved at the 2015 Annual Meeting, I supplied the inscription for the brick, which was limited to 16 characters on each of five lines: HONORING GALVEZ MARYLAND SOCIETY SONS OF THE AMERICAN REVOLUTION Maryland Flag for Connecticut Venue Also approved at the 2015 Annual Meeting (my activity was limited to monitoring the message traffic): the flag, flag stand and cross bottony flag head were purchased and are now with the Governor Oliver Wolcott, Sr. Branch #10 SAR in Connecticut. There was a slight savings which was reimbursed to the MDSSAR Treasury. Funding Requests Late in May there were two requests for funding that came across my virtual desk, both related to the arrival of L’Hermoine (a replica of the ship of that name that brought Lafayette back to America in 1780 with news of the dispatch of more French troops to support America’s cause).