new member orientation facillitator’s guide
PI SIGMA EPSILON YOUR BUSINESS ADVANTAGE FOR LIFE
As a Fraternity, we’ve had a prosperous beginning with a rich history of making an impact on individuals, on businesses, and on the sales and marketing profession.
We are in the middle of something great.
You have the opportunity to make history here. As a member of this Fraternity, you are the Fraternity. We all are. And we are making an impact.
What will our legacy be? How to use the facilitator notes:
Every lesson consists of: Title Pages Module Content Module Objectives Module Notes Discussion Questions Web Activity Activity Video
In this guide, the images on the left will indicate which slide you should be on during the notes. The Facilitator should read aloud everything that is bold. Suggested questions and notes are also included in this book.
It is important that you look through each module’s Facilitator’s Notes before presenting it.
Every module ends with a 3-5 minute video. Please make sure this video works before starting the lesson.
Each chapter received enough workbooks for their new members. Ideally, you should have your new members sit next to an existing member, switching pairs every week. Existing members can bring up the PDF on their computer or the Executive Board can print a copy for everyone. This can be found on pse.org on the Chapter Resources page (password=pse+the year, for example: pse2018)
While the VP of Human Resources is responsible for making sure everyone receives the following training, he/she can delegate each week to another chapter leader if they desire to.
If you would like to add anything to the training, you may need to download some fonts for cohesion. The fonts used are Bebas Neue and Raleway. You may not edit any of the content provided, only add to.
Module 4 requires you to have your Executive Board present their responsibilities to the members and answer any questions members may have. Please plan accordingly.
As with any project, the first edition of this training is bound to have room for improvement. The HQ team would appreciate any feedback or corrections you find during this orientation. If you have any suggestions for activities or content, we would love to implement it! Email [email protected] with your ideas.
2 Read everything that Course Content is bold out loud
Welcome to the Pi Sigma Epsilon member orientation course!
In the following 6 modules, we will take you through the foundations of our Fraternity, and what it means to be a member. In Module 1, you will learn about how our mission, our values, and our brand shape the way we show up. We will take a brief look at our history and the legacy we are creating. Module 2 provides an overview of all the PSE stakeholders, and how they all work together to achieve the goals of the Fraternity. Module 3 showcases the value we provide our members and other stakeholders, and Module 4 provides insight into chapter administration and operations. Module 5 shows how you as a member can help preserve our legacy by becoming aware of risk to the Fraternity and its members, and knowing how to effectively manage those risks. Finally, in Module 6, we discuss what it means to be a member of our Fraternity, and the essential elements that make Pi Sigma Epsilon unique.
At the end of this course, you should be able to: Articulate the PSE Principles and how they play a role in everything Describe the main PSE stakeholders and their perspectives Explain the PSE value proposition and how we deliver on it Be familiar with the fundamentals of chapter operations Recognize and manage risk for your chapter Identify essential elements of our Fraternity
Next, click forward and begin lesson one. Throughout the courses, These notes are for the facillitator only there are prompted questions for you to ask, but feel free to add in more for the group to get to know each other. Module 1: Our Story
Throughout the next six weeks, I am going to lead you through the new member orientation created by the National Headquarters of Pi Sigma Epsilon. The mission of the training is to provide every member of Pi Sigma Epsilon a solid foundation of knowledge about our organization.
Each week, I am going to present information on a certain topic. Then, we will go through a short exercise to put what we went through into action. After we complete the training, you will be invited to become a member of Pi Sigma Epsilon.
Module Content In our first module, you will learn about how our mission, our values, and our brand shape the way we show up. We will take a brief look at our history and the legacy we are creating: • Our Mission • Our Values • Our Brand • Our History • Our Legacy
Module Objectives At the end of this module, you should be able to: • Describe the PSE Principles and why they matter • Recognize the core elements and significance of our brand • Identify key milestones in the Fraternity’s history
Our Mission Ask a student to read the mission to the group.
Talk about what it means to you and your chapter. You can talk about how you have improved your sales and marketing skills or the opportunities you have received through PSE.
Our Values Our Fraternity’s values are expressed in the 12 PSE Principles. These Principles provide a foundation and guiding light for life. Living by these Principles is what it means to be a part of Pi Sigma Epsilon.
The PSE Principles are: Work ,Honor, Sincerity, Belief, Skill, Knowledge, Wisdom, Confidence, Faith, Ethics, Character, and Competition.
Pause for members to write these in their workbook.
4 Our Brand Displaying any of the official symbols of Pi Sigma Epsilon is to be done with pride and dignity, and in an appropriate fashion.
The official colors of the Fraternity are amethyst and gold. These colors, along with our logo, should be represented in all chapter marketing and collateral.
The official Pi Sigma Epsilon pin is the Fraternity crest. The pin is presented to members during the Initiation Ceremony. It is to be worn on the upper right-hand corner of the left pocket on business attire, the left lapel, or simply on the left side over the heart.
The PSE Crest symbolizes the Principles of Pi Sigma Epsilon that have guided our organization to the success it experiences today. Members should endeavor to demonstrate all of the Principles since they work together to create a foundation for both our Fraternity and our members’ personal success.
The Creed Have members read off the lines of the creed.
Our History The Fraternity was incorporated on May 14, 1952 in Atlanta, GA by four founders: Mr. Lloyd L. Antle. Dr. William H. Harris, Dr. Henry Baker, Mr. Lewis F. Gordon
The first chapter was chartered and appropriately named “Alpha.” Alpha chapter was chartered at Georgia State University (formerly Georgia State College)
Ask for student volunteers to each read a paragraph of How the Fraternity was Founded in their workbook
Historical Timeline Select a few of the historical highlights of the Fraternity. Discuss with your team the implications of each, and how you and your chapter can add significance to this legacy.
This is also a good time to talk about when YOUR chapter was founded and other historical facts.
5 Our Legacy Since it was founded in 1952, the Fraternity has initiated more than 60,000 members. PSE is currently represented on 60 college campuses throughout the US.
Membership provides a professional, supportive, and fun environment where a diverse group of students who seek to develop their skills and abilities can come together to learn. PSE is preparing the emerging workforce with the core competencies necessary to be successful, and we provide exceptional career opportunities for college students seeking internships and full-time placement.
We are continuing to forge new paths to success through membership growth and innovative new programs. While striving to achieve higher levels of excellence, your Fraternity is changing the way people think about sales and marketing professionalism and service.
Web Activity Research the PSE website to find the answer to the question and have the answer in your workbook before our next meeting.
The answer can be found by going to pse.org, hovering over ‘About’ and clicking “Magazine’. The most recent issue will be at the top.
You can do this now or have your members do this at home before the next training meeting.
Discussion Give everyone 5 minutes to answer the following questions. After time is up, have all members share their answers.
Why did you choose to join PSE? What do you hope to gain from your membership? What Principle resonates the most? Why?
Group Activity Instruct your members to answer the visualization questions. Depending on your preference, you can have them take the time now to do it at the meeting, or assign it as an activity to do before the next meeting.
**The last slide will be a video about this module. Remember to test this video before your members arrive every week. 6 Module 2
In any organization, there are individuals and groups whose support and engagement are vital to the success and growth of the organization. These are the stakeholders.
In the following sections, you will learn about stakeholders in business, the PSE ecosystem and who our stakeholders are, as well as some tips for working effectively with your chapter’s stakeholders.
Module Objectives At the end of this module, you should be able to: • Define what it means to be a stakeholder • Describe the different stakeholders at PSE, and their roles • Effectively work with each stakeholder group
In Business A stakeholder is any person, organization, social group, or society at large that has a stake in the business. Stakeholders can be internal or external to the business. Another way of saying it would be that stakeholders are members of “groups without whose support the organization would cease to exist”
The PSE Ecosystem The collegiate chapter is the core of the Fraternity. Each chapter operates as a small business, like a Franchise, or a strategic business unit (SBU) of the larger PSE corporation. The local chapters are where the Fraternity mission comes full circle, when students, faculty, alumni, and corporate partners work together for similar outcomes. These outcomes are our value proposition: to provide exceptional career opportunities for college students, the emerging workforce that is being prepared with the core competencies necessary to be successful.
Critical to this organizational ecosystem and the success of each chapter are the chapter advisors. Advisors are the faculty, alumni, and corporate partners who support the chapter, to ensure these outcomes are achieved.
7 The National Organization serves as the corporate board and home office, providing corporate leadership and oversight. The National Council, (Board of Advisors), advises and recommends the strategic direction for the organization. Based in Milwaukee, Wisconsin, the National Headquarters (HQ) serves as the corporate home office. HQ staff implement all of the Fraternity’s formal programs and activities on the local, regional, and national levels.
The PSE Stakeholders Let’s simplify a bit…
Outside of the National Organization, there are four main stakeholder groups: • Students • Alumni • Faculty • Partners
The Fraternity is also affiliated with four separate, yet related organizations, who each may have a stake in the Fraternity: • PSE National Educational Foundation (NEF) • Mu Kappa Tau (MKT) • National Conference in Sales Management (NCSM) • Journal of Personal Selling & Sales Management (JPSSM) Pause so your members can write these down in the workbook.
Students Student members are the core of the collegiate chapter. Each chapter of Pi Sigma Epsilon is organized and operated as an independent small business. Student members participate in sales, research, marketing, and service projects, in which they gain practical business experience or “business acumen.”
As in a business, there are several Executive Board positions that are filled by members. These positions correlate with executive positions in a business. In this student-run organization, you learn first-hand the ins and outs of operating a small business.
In addition to leadership positions, there are a number of committees and other activities in which to participate as a general member.
Advisors Advisors are the cornerstone of long-term chapter success, and an important part of the chapter itself. There are three types of advisors: • Faculty (educator) • Alumni (former collegiate member) • Professional (corporate partner or professional member) 8 Advisors assist the chapter and individuals with group projects and individual programs such as interviewing skills and resume preparation.
Corporate Partners One of our biggest advantages as a Fraternity, are our Corporate Partners. Partners support students financially through national programming and scholarships. They also provide insight and updates on the latest trends in the industries and professional development on the local level. Best of all, they hire our members!
The National Organization Working hand-in-hand to provide corporate leadership and oversight to the Fraternity, the National Council (our Board of Advisors) and the National Headquarters Staff together make up the National Organization. This organization provides members with the opportunity to develop their sales and marketing skills through local and national programming.
The National Council Like a Board of Directors, The National Council is the governing or policy making body of the organization. The role of the National Council is to establish the future direction for the fraternity. Members of the National Council: • Are elected by the membership • Serve as the Fraternity’s fiduciaries • Represent each stakeholder group (collegiate, alumni, professional and faculty)
The Board Members can be found on the PSE website.
The National Headquarters From our corporate “home office,” the National Headquarters Staff implements the policies set forth by the National Council, develops programs, and oversees the administration of the organization. • Pi Sigma Epsilon National Headquarters is an integral part of the successful functioning of PSE as an organization. • The National Headquarters Staff is available to you and the members of your chapter year-round as a valuable source of information and ideas. • These professionals are dedicated to ensuring your chapter’s continued success. • Their primary responsibilities focus on servicing PSE’s stakeholders.
9 Working with Stakeholders A PSE Chapter is greater than the sum of its parts, and the chapter is bigger than its student membership! Each chapter should work closely with its advisors and the National HQ, and seek to create value for all its stakeholders.
As members, we need to learn what each group values most by spending time with them, asking questions, and building relationships in order to create value for each group.
Ask your members the following questions. Example answers you should be looking for are italicized.
How would faculty advisors, alumni and local corporate partners benefit from being invited to attend chapter meetings? Being able to see how the chapter runs can give them ideas on how to be more involved and to provide more benefit to the students. They can also give advice on best practices for professional events and projects.
Why do those relationships matter? Whether it is with their time or money, these stakeholders can help a chapter be more successful. By asking them questions, members can learn from other’s experiences in order to get ahead.
Discussion Discuss the following questions with your team, and write out the answers in your workbook.
What do you think matters most to each of the main PSE stakeholder groups? Example answers you should be looking for are italicized.
• Students: Friends, internships, scholarship money, sense of belonging, resume builders, interview help, leadership opportunities • Alumni: Ways to give back, reconnecting with old friends, judging competitions, job opportunities, students to hire • Faculty: Ways to connect with students, continued education, family • Partners: Students to hire, activities outside the office, family
How can you as an individual member create value for each of these perspectives? • Students: Provide feedback on peer’s resumes, go to job fairs together, start a project within the chapter
• Alumni: Reach out to have them speak, invite them to events, send them newsletters with chapter updates
• Faculty: Update them on chapter activities, invite them to National PSE events, have them speak at chapter meetings
10 • Partners: Invite them to speak at chapter meetings, tour company offices, send them resumes of members, invite them to career fairs
How can you best build individual relationships with members of each group?
• Students: Get to know them over coffee, study together, get lunch • Alumni: Connect on LinkedIn, approach at networking events • Faculty: Stop by during office hours, • Partners: Ask for resume advice, inquire about internships and their professional experiences
Web Activity Research the PSE website to find the answer to the question. The answer can be found by going to pse.org, hovering over ‘Partnerships’ and clicking ‘Corporate Partners’
Team Activity How you introduce yourself to each stakeholder group will vary. Using what we just talked about in the discussion questions, identify what is important to each group.
Have your team spit up into small groups to create a list of what is important to each group. Make sure to go through the activity after everyone is done and share answers with the group. Some groups may have thought of different answers than the next.
**The last slide will be a video about this module. Remember to test this video before your members arrive every week.
11 Module 3: The Value Proposition
In today’s business environment, there is a critical talent gap. Businesses are looking for smart, educated individuals with certain core competencies and skills to join their teams, and to begin contributing quickly and meaningfully. Pi Sigma Epsilon provides a solution to this challenge: extraordinarily talented students who graduate college with strong business acumen. Young professionals who already have practical experience in sales and marketing, with command of many of the skills necessary to be effective in a new job – before they even graduate college!
This is one of the key reasons our corporate partners prefer hiring PSE members.
Module Content • In Business • Stakeholder Perspectives • The PSE Value Proposition
Module Objectives At the end of this module, you should be able to: • Define value, and what “perspective” has to do with it • Identify what each stakeholder might consider valuable • Describe the PSE value proposition and how we deliver on it
In Business Have someone read the first bullet point, the definition of a value proposition.
A company might formulate a value proposition for all or parts of its organization, or for its products and services. Developing a value proposition is part of business strategy.
When you take the benefits of something and subtract the costs, you will get the value.
In many ways, value is in the eyes of the beholder and can involve many aspects that may be personal, cultural, economic, or relative.
How do these things factor into the way we each view the world, and what we value?
12 Stakeholder Perspectives Now, let’s review what we learned in the last module. Who can tell me about what each of our stakeholder groups value?
Refer to the last module if you need to review the answers and values. Have everyone write their answers in their workbook.
The PSE Value Proposition Ask a student volunteer to read the proposition out loud.
PSE delivers on this value proposition by providing experiential learning at the campus, region, and national levels.
Preparing the Emerging Workforce Students have the opportunity to participate in a number of formal programs and educational experiences that help develop the skills and core competencies necessary to succeed in business and in life.
Fill in the different benefits in your workbook before we dive deeper into each offering
Awards Program The National Awards Program (NAP) is provided by the PSE National Educational Foundation (NEF). The NEF’s mission is to foster the spirit of sincere and ethical competition by providing chapter members with experience in sales, marketing, management, critical thinking, decision making, and presentation skills.
Have a student volunteer to read aloud the purposes of the National Awards Program from their workbook on page 15.
Scholarships Also provided by the NEF, the National Scholarship Program was created to recognize individual accomplishment in the areas of PSE, academic achievement, and school/community activities.
Have a student volunteer to read aloud the scholarship criteria from their workbook on page 15.
13 Pro-Am Sell-A-Thon® The PSE Pro-Am Sell-A-Thon® is a year-long sales competition held at the PSE fall Regional Conferences and the annual PSE NEF National Convention.
Have someone read the Key Objectives of the Pro-Am in their workbook. Have another volunteer read the learning objectives.
Provide your experience of competing in the Pro-Am or have another member in your chapter come to this meeting to share.
National Events Pi Sigma Epsilon events are unlike any other in similar organizations. At the Regional Conferences and National Convention, you will receive leadership training, opportunities to compete against each other, and access to one on one networking with recruiters from corporate partners.
Regional Conferences Each Regional Conference is held during a weekend in the Fall. Students can choose any location to experience interesting speakers, a career fair, and the opportunity to meet with other PSE members on a local level. Students can participate in the Pro-Am Sell-a-Thon®, National Speakers Competition, and more!
At a PSE Regional Conference, you can expect a full weekend of professional development, chapter collaboration, competition, and fun!
Each conference will hold opportunities that include: keynote presentations, networking with business professionals at a career fair, participating in workshops and seminars, and an opportunity to participate in the PSE Pro-Am Sell-a-Thon®, the National Speakers Competition, and the Marketing Challenge.
Add in your own experience of a Regional Conference if you have attended. You may also want to have others from the chapter that have attended a PSE event share a testimonial.
National Convention The PSE NEF National Convention is the highlight of the PSE year. It is where collegiate members, alumni, faculty, partners, and friends meet in person to compete, receive awards, network, find jobs, and hire our best and brightest – while having a blast!
Members have opportunities to: • Learn from nationally renowned speakers and executives from respected companies • Participate in workshops that will challenge minds and build resumes • Onterview for internships and jobs 14 • Compete for awards and scholarships • Meet students from across the country • Have fun!
Click on the link or browse to the National Convention page on pse.org to watch the promo video for next year’s convention.
Add your own testimonial from National Convention here if you have attended.
Exceptional Career Opportunities The relationship with corporate partners is one of our biggest advantages when it comes to career opportunities: • Partners support students financially through national programming and scholarships. • They provide insight and updates on the latest trends in the industries and professional development on the local level. • Best of all, they hire our members!
PSE alumni not only serve as chapter advisors, they also volunteer to serve as coaches/judges at our events, and contribute financially via donations to chapters and scholarship funds. Perhaps most importantly, they represent a huge source of career opportunities.
Membership Advantages Discuss with your team how your chapter could get involved on the different levels this year: • Campus Level • Regional Level • National Level
Look for answers that include: • Competing at the Regional and National level • Participating in projects and getting involved in the planning process of future events • Lead a workshop at the National Convention • Help chapter leadership with tasks to build experience • Run for a leadership position • Fund raise for members to attend events and represent their chapter
15 Levels of Engagement Have your members read the additional benefits to members in their workbook and have everyone share the one they are most excited about. (page 17)
Building a Network Perhaps the greatest advantage of being a member of the PSE fraternity, is the network you have access to. How you go about building your personal network will have a big impact on your future success.
Building a network is a lot more than adding a bunch of connections to your social media platforms. Building a network takes time and intention – and it takes a personal investment in real human beings.
You have tremendous opportunity to build a valuable network in PSE, so think beyond classes and student functions. Instead, think about which relationships will help strengthen the value of your network in the future. These relationships come from all of the stakeholder groups.
Building a network is a lot like tending a garden. You have to sow, water, and fertilize. You have to ADD TO the garden: you have to nurture it, not simply pull plants out of the ground and expect more plants to grow automatically.
Here are some ways to build stronger relationships with stakeholders: • Meet 1:1 for coffee or lunch • Find out about what is important to the other person • Ask them open-ended questions to learn more about what they value • Find ways to add that kind of value to their lives
Ask members to brainstorm more ways to build strong connections.
Sometimes, you also have to prune your plants, in order to allow for new energy to flow where it needs to flow, and give room for new growth. Have you ever “pruned” your social media connections that aren’t providing positive energy into your life? Are there people in your personal network who take your focus away from what matters, who drain you with negativity or pull you off track? Consider if it’s time to do some pruning.
To build a strong network, be authentic, and look for ways to add value to someone else’s life.
Be intentional about investing in relationships, and the relationships will work on your behalf. 16 Reflection Ask students to privately answer the reflection questions in their workbook for a couple minutes.
Ask if anyone would like to share their insights.
Team Activity Split your members into small groups (4-6 members in each). Have them share their answers to the following questions.
What PSE benefit interests you the most and why?
What event are you most interested in participating in? (I.e. Pro-Am, Speakers Competition, career fair, Roundtables, etc.)
Brainstorm with the group possible sources of funding to offset travel expenses to these events. Have your members create ways that they can fund raise in order to attend Regionals and Nationals. Advise them to stay away from crowd funding or restaurant takeovers. Pay attention to the ideas and bring to your executive board to consider as projects.
Web Activity Research the PSE website to find the answer to the question. • Open the Call for Entries, and review the different award categories • Pick an award you would like to work towards this year.
To find: Got to pse.org, hover over ‘Foundation’ and click “National Awards Program’. The Call For Entries is at the top.
Assignment Flip back to page twelve where we listed the different values each stakeholder has. Using those, your activity is to create a unique introduction for members of each group. Keep in mind that how you introduce yourself to each group will vary.
**The last slide will be a video about this module. Remember to test this video before your members arrive every week.
Your Executive Board should be in attendence at next week’s meeting to present their responsibilities and answer questions.
17 Module 4: How We Do Things Your Executive Board should be in attendence at this week’s meeting to present their responsibilities and answer questions.
*Note: New member dues can be collected at the chapter’s discretion; however, we recommend that these steps are completed now, since you are half-way through new member orientation. Please reference page 41 in the workbook for in-depth instructions on how to do this.
Submit all new member dues 3 weeks prior to your initiation ceremony (chapter leaders submit processing sheet A-7 in the COG) to ensure materials are received in time for initiation. Now onto the lesson... Every organization has a unique culture, whether that culture is created intentionally, or happens organically. Organizational culture influences the way business is done, and the way people treat one another. A culture is strongest when guided by a set of values and ideals that drive the way in which goals and outcomes are achieved. PSE is guided by a set of principles that permeates everything we do.
Since chapters operate as strategic business units or franchises with a certain level of autonomy, they directly reflect the PSE values and brand. Chapters are the face of the PSE corporation to our external stakeholders. It is important that the principles, values, and “the PSE way” of conducting chapter business are implemented consistently throughout all chapter operations.
Module Content You are now half-way through New Member Orientation – congrats!
This week, your chapter E-Board will be joining us to introduce themselves, their role with the chapter, and to help facilitate a discussion about the important elements of chapter operations they are responsible for.
We are also going to talk about: • Member Classifications • The Member Lifecycle • Chapter Operations • Principles in Practice
Module Objective At the end of this module, you should be able to: • Identify the different types of Fraternity members • Recognize key elements of chapter operations • Describe the impact of the Principles on how we do things
18 Member Classifications Members from all classifications work together for the betterment of the Fraternity, and act as resources for chapter operations and national affairs.
There are 6 main member classifications: • Collegiate • Alumni • Professional • Faculty • Associate • Life
For the next parts, you can choose to read the following descriptions or have volunteers from the class read aloud.
Collegiate Member Individuals who join PSE while enrolled in a university/college which has a chapter of Pi Sigma Epsilon, are classified as Collegiate members.
Collegiate members join from all backgrounds, majors, and ages, and offer a diversity of perspectives, insights, and skills.
Alumni Member The classification “alumni” is generally applied to a member upon graduation from college or an individual who was initiated as a collegiate member and is no longer in school. Because alumni have already experienced the benefits of Pi Sigma Epsilon as students, they are happy to offer guidance, leadership, and advice to chapters on projects, organizational structure, awards, recruiting, and professional events.
Alumni members are often eager to discuss their experiences and how involvement in PSE helped them. They are excellent resources when searching for speakers, project ideas, and even job contacts!
Professional Member Individuals who have had at least five years of sales or marketing experience and join the National HQ chapter, “Eta Omega,” to offer professional advice and assistance are classified as Professional members.
Professional members and advisors can facilitate the transition between the university and the business world by providing guidance for projects and programming from a business perspective. Working with professionals gives PSE members the opportunity to network, and demonstrate professional skills gained through experiences in the Fraternity.
19 Faculty Member Typically, faculty from universities and colleges at which chapters are located, join as Faculty members. These members are educators who assist and advise project implementation and achievement of chapter objectives.
Faculty members communicate the purpose, programs and activities of your chapter to the university administration and other faculty.
Associate Member Those who have an interest in sales and marketing, but do not meet the criteria of the above membership categories, are classified as Associate members.
Life Member All members in good standing have the opportunity to join, or renew their membership on a lifetime basis, and thus support their fraternity. The Life Membership fee is placed in a fund of which only the interest is used to provide member services. The principal accrues to build for the future of the fraternity.
Life Membership provides national recognition and important benefits, including exemption from annual renewal dues and discounts towards convention registration.
The Member Lifecycle is a lot like a “real life” employee experience
The “lifecycle” of a PSE member mirrors that of an employee. Starting with recruitment and onboarding, and then gaining valuable skills through applicable work experience, which leads to further career growth.
Have your members discuss the following questions and write their answers in their workbook: 1. What is most exciting to you about your PSE membership? 2. How do you plan to take full advantage of being a member? Local, Regional, National involvement
Now, we are going to go into some of the important things to know about chapter operations. There are requirements for membership as individuals as well as the chapter as a whole.
20 Good Standing Requirements Ask a student volunteer to read the good standing requirements out loud.
Principles in Practice PSE Fraternity members live and breathe the Principles. The Principles permeate how we treat one another, and how we conduct ourselves – in business, and in life. Chapters operate according to the Principles in all activities, projects and administration.
Chapter Operation Guide (COG) The COG contains all the administrative and programming activities, and reports that PSE chapters should be utilizing to provide their members value, and remain in good standing. • Using the COG helps chapters stay focused and accountable in all areas of operations • The COG helps PSE chapters operate effectively, and should be considered a chapter’s “employee handbook.” • It is important that everyone knows what activities a chapter can get COG points for to maximize chapter operations.
At this point, please have the Executive Board of your chapter introduce themselves and describe what their position entails. After, ask the members if they have any questions about any position.
Discussion Ask the following questions and have them write their answers.
How can the COG help you and your chapter gain a professional advantage? What does it mean to be a member in good standing? How can you ensure that you and your chapter remain in good standing? Which E-Board position interests you the most? Why are you interested in this position?
21 Web Activity Which COG Report is about mentorship with other chapters?
Research the PSE website to find the answer to the question.
Go to the Chapter Resources page (password is pse+the year. Ex. pse2018)
Open the Chapter Operations Guide and find the answer
Activity Who Does What?
Consider the responsibilities of each Chapter Officer position. Match each responsibility from the list on the left with the correct position on the right!
Answers:
President The official chapter contact for PSE National Headquarters Presides over all General Business Meetings
Vice President of Administration Keeps attendance at meetings Ensures COG reports are turned in on time Reserves meeting rooms through the College of Business or University
Vice President of Finance Creates a yearly budget for chapter operating expenses Keeps accurate records of chapter’s income and expenditures
Vice President of Human Resources Oversees social activities for member retention Leads recruitment efforts each semester
Vice President of Marketing Coordinate chapter marketing, sales and community service activities
Vice President of Public Relations Manages chapter’s social media accounts
Vice President of Professional Development Coordinates with speakers to plan development events Generates workshop topic lists with recommendations from the chapter
**The last slide will be a video about this module. Remember to test this video before your members arrive every week.
22 Module 5: Preserving Our Legacy
Pi Sigma Epsilon is dedicated to developing the professional, personal, intellectual, and leadership skills of each member through experiential learning, mentoring and competition. Mastering core competencies helps the engaged PSE member stand out among job applicants and achieve early career success.
The professional reputation of PSE has opened doors for members, many of whom had multiple career opportunities to consider upon graduation. In today’s competitive job market, PSE members are in high demand due to those who came before you. These students made the most of their personal PSE experience and set the bar high.
Now it is your time, the current and future members of PSE, to enjoy the life-changing benefits of membership. As you do, you are also charged to advocate, educate, preserve, and defend the reputation and good name of PSE for those who will follow you.
This is your legacy.
PSE is a family. The “fraternal” aspect of PSE engages the spirit and inspires members to strive for personal excellence while lending a hand to fellow members. The greatest success is achieved when we help others reach our full potential.
Module Content In this module, we will cover the PSE Risk Management Policy, Risk Assessment Tool, and Available Resources.
Module Objectives At the end of this module, you should be able to: Develop an awareness of risky situations and behavior Use various strategies for mitigating risk Understand the key components of the PSE Risk Management Policy Know where to go for help
How can we preserve the PSE legacy? By learning how to identify risks and effectively manage them. This is called risk management.
23 Purpose of Risk Management To establish guidelines and provide a framework for critical thinking and effective decision-making in chapter recruitment and member retention, event planning, leadership development, fund raising and overall chapter management.
Chapter leaders, advisors, and members must work together to continually evaluate the practices, activities, and behaviors within the chapter with an eye toward risk management. Not only will it benefit you as a PSE chapter, it will help each member be aware and accountable while developing important skills that can be applied in the workplace.
When considering chapter risk management, your first responsibility is to keep each other safe. You also have a responsibility to preserve the Fraternity’s reputation (its brand) both at the chapter level and nationally, so that future PSE members will have the same opportunities and benefits that you currently enjoy.
Managing Risk Here’s how to begin the process of managing risk. For each chapter project, activity, event or individual behavior, we need to consider the following: 1. Does it support the mission, principles and creed of PSE? How? 2. What are the relevant rules and guidelines that must be followed (federal, state, and local laws, campus policies and student code of conduct, Fraternity policies, etc.)? 3. Identify all risks associated with the project, event or behavior. 4. Using the Risk Assessment Tool on the next page, rate the risks on the scale of impact vs likelihood (no risk, low, medium, or high). 5. Based on your assessment of the risks, what course of action should be taken (avoid, transfer, mitigate/manage, or accept)? 6. Effectively communicate your decision-making process. Discuss among chapter stakeholders. 7. Implement your strategy.
Quick Litmus Test Have a student read off the quick litmus test.
24 Risk Assessment Tool The risk assessment tool assists in identifying potential risk within your chapter and guides you to take appropriate action to manage that risk.
Have different students read each step to the risk assessment tool.
1. Assess the Risk There are many types of situations and behaviors in Greek-letter organizations that introduce risk to individual members, chapter leaders, advisors, and the chapter and Fraternity as a whole. Here are just a few risks that you should be able to easily identify: • Hazing • Event-related risks • Alcohol/Controlled substance use/abuse; underage drinking • Automobile/transportation • Host liquor liability • Financial • Sexual harassment, abuse, misconduct, or discrimination
2. Determine the Level of Actual Risk For each risk identified, use the table below to gauge the following: Impact (on a scale of 1-5, how big of a deal would it be if something bad happened) Probability (on a scale of 1-5, how likely is it that something bad will happen) Identify the Actual Risk on the chart below:
Impact x Probability = Actual Risk
3. Identify a Strategy Based upon the actual risk, identify a strategy to manage the risk: • AVOID - If Actual Risk is high, remove the risk (do not move forward with the activity) • TRANSFER - If Actual Risk is medium, shift risk to a third party and repeat the assessment process to determine the new Actual Risk • MITIGATE - If Actual Risk is medium, lessen risk by reducing the probability (what changes can you make to your plans to lessen the risk?) • ACCEPT - If Actual Risk is low, accept risk and have a plan to deal with it if it occurs
25 Identify Available Resources Where can you go for help when you have questions about risk management? The great news is that there is an incredible amount of information available to you and some great individuals that are available and willing to help. It is in everyone’s best interest (Fraternity, school administration, chapter, advisors and members) that you are operating with an eye toward effectively managing risk, so take full advantage of the resources available to you:
Campus Resources • Office of Student Life • Student Activities Office • Greek Life Chapter Faculty Advisor/Advisory Committee PSE Headquarters • Chapter Consultant & Member Manager • CEO PSE Insurance Company - James R Favor & Company • Event Planning Forms • Proof of insurance certificates; information and guidance
PSE Risk Management Policy Upon joining, each member shall be advised of and provided with a copy of the Fraternity’s risk management policy. Each chapter shall review the risk management policy at one of the first chapter meetings of each semester, which will be included in the meeting minutes sent to headquarters. A copy of the policy is posted on the Fraternity and chapter websites.
Compliance with our policy stresses the individual responsibility of each PSE member and collectively the chapter. The Pi Sigma Epsilon Risk Management Policy is to be followed in addition to any campus/university policy requirements.
Components of the PSE Risk Management Policy: Alcohol and Drugs Hazing Contractual Agreements Automobiles and Transportation Sexual Harassment, Abuse, or Misconduct Personal Property
26 A Note About Fraternity Insurance Pi Sigma Epsilon carries appropriate liability insurance. Along with additional coverage for Directors & Officers, the insurance coverage may be extended to collegiate chapters which operate within the context of the Fraternity’s risk management policy, the policies of the campus and local, state and federal laws. Any project, activity, event or individual behavior that does not fall within the scope of these established policies, rules and laws will not be covered by the Fraternity’s insurance coverage. Please contact the PSE National Headquarters office if you have questions about Fraternity insurance.
What to do When the Unexpected Happens Have someone read the paragraphs of this section from their workbook.
How can you build an enduring legacy? • Fully engage in every PSE opportunity to learn, grow, problem- solve, compete and excel; • Help others in the Fraternity to reach their full potential; • Be accountable for your behavior and choices, as they will affect everyone in PSE; and • Hold others accountable for their behavior and choices.
Look out for each other. Take care of each other. In PSE, we are all “brothers”!
Web Activity You can find the PSE Risk Management Policy, Code of Conduct, and Emergency Action Plan on the chapter resources page on pse.org.
Go into the Risk Management Policy and copy rule #3 under Alcohol and Drugs.
Team Activity Split the group into 4 groups. Four scenarios have been provided in the workbook, but more can be found on the Chapter Resources page. Assign a scenario to each group. Have them work through the “How to Manage Risk in Your PSE Chapter” steps to identify, assess and manage the risk for the chosen scenario. Each group must share their findings with the group.
**The last slide will be a video about this module. Remember to test this video before your members arrive every week. 27 Module 6: Why Fraternity? The word “fraternity” conjures up images of friendship, camaraderie, kinship, and togetherness. It holds within it mutual support and solidarity. As a professional fraternity, Pi Sigma Epsilon is a community, a family of professionals, who all support one another in building a better future - for each other, and for the sales and marketing profession.
Module Content • Fraternity Matters • Essential Elements • Building on the Principles
Module Objectives At the end of this module, you should be able to: • Describe why Fraternity matters to you as an individual • Recognize the essential elements of our Fraternity • Use the Principles as a foundation for your career
Fraternity Matters Our Fraternity Means…
A Place to Grow A Fraternity is a safe place to land when you come to college, a place where you meet like-minded, success-oriented mentors and friends. As such, Pi Sigma Epsilon is a Fraternity that thrives on diversity. It is an organization where students of all majors can join as members and take equal advantage of the member benefits.
A Diverse Culture The more diverse a chapter is, the greater the value, because the chapter will benefit from the diversity of thought and experience that breeds creativity and innovation. Regardless of their year in school, traditional and non-traditional students of all backgrounds reflect the rich culture of a diverse workforce.
An Innovative Career This kind of creativity and innovation, along with professional competencies and life skills, when guided by the PSE Principles, is precisely what companies are looking for. The skills and competencies members learn, backed by the network of alumni members and corporate partners who hire them, allow members to create successful careers as part of something great.
28 A Professional Family Fraternity is a bond that ties its members together for life – kind of like a family. So, in a sense, PSE becomes your professional family; a family where members look out for one another, accept, and support one another, no matter what. When joining PSE, you join a family that helps each other succeed – in business, and in life.
Fraternity = Family
They say your network is your net worth. If that is true, then all members of our Fraternity are wealthy indeed.
Fraternity Background Since the inception of Greek letter organizations in the historic year of 1776, collegiate fraternities have pioneered the way for change and growth. From the progressive literary societies of the 1800’s to today’s emphasis on professional development and social education, fraternities throughout history have made a significant impact on how we function within society today.
Etymology The English word “fraternity” is derived from the Latin word frater, meaning brother. Brotherhood or comradeship, and a desire to share similar interests and goals within an environment of mutual respect is the basis of fraternity.
Types of Fraternities Over time, four categories of college fraternities have emerged: 1. Professional Fraternity 2. Social Fraternity 3. Honor Society 4. Recognition Society
As a Professional Fraternity, Pi Sigma Epsilon is dedicated to growing and developing the sales and marketing profession, by developing the professional skills of college students and preparing them for successful careers within the fields of sales and marketing.
Terminology In that Pi Sigma Epsilon is a professional fraternity, chapters in all cases must use terminology reflecting our professional attitude, character and purposes. In this regard, terms such as recruitment, orientation, new member or prospective member, new member training or member education, new member trainer or coordinator should be used in lieu of the terms rush, rushee, bids, pledge, pledge pin, pledge book, pledge class, or pledgemaster in any verbal or written communication involving participation or membership in Pi Sigma Epsilon.
This is taken directly from the PSE Constitution which can be found on pse.org in the Chapter Resources. 29 Professional Fraternity Association Just as individuals have banded together into fraternities on the basis of common interests and goals, groups of fraternities have joined together into interfraternity organizations to promote the benefits of the system as a whole.
The Professional Fraternity Association (PFA), formed in 1977, encourages excellence in scholarship, advancement of professional and interfraternity ethics, and cooperation among member fraternities. PFA also advises member fraternities of social, political, and economic legislation which could affect their operations. Pi Sigma Epsilon is an active member of PFA.
Discussion Answer the following questions and share your answers with the group.
Essential Elements The essential elements of the Pi Sigma Epsilon fraternity make it unique from other professional fraternities. Our statement of purpose clearly articulates why the organization exists. Our creed represents what we believe to be true, and how we pledge to conduct ourselves in business, and in life. Our mission succinctly summarizes what we do, and the Principles are how we choose to show up in our daily lives. In the end, we are a family. The ceremony of initiation bonds us together, and this experience, shared by all collegiate members, is how we become family.
Statement of Purpose Have a member or members read the Statement of Purpose out loud.
The Fraternity adheres to these six purposes as they are the reasons for its existence: • To create a collegiate organization of students who are interested in the advancement of marketing, sales, and management as a career and a profession; • To promote the study of marketing, sales, and management in colleges and universities; • To bring together academically qualified students who express a desire to enter the fields of professional marketing, sales, and management; • To encourage in colleges and universities the establishing of courses preparing students for careers in professional marketing, sales, and management; • To stimulate improved methods and techniques in the fields of marketing, sales, and management; • To instill in its members the highest possible ethical standards in 30 selling. Creed Read the Creed out loud as a group.
Mission Have a member read the Mission out loud.
Ask: Now that you’ve completed most of your Member Orientation, do you look at the mission differently than when we started?
Principles The twelve principles of Pi Sigma Epsilon are important to know, as they explain the aspects of our organization that makes them unique.
Initiation Our ritual, the Initiation Ceremony, is the foundation of what Pi Sigma Epsilon stands for and believes. It shows us the values of the organization, and it shares with us the thoughts of our Founders when they established the Fraternity. Initiation is, in a sense, how we become family.
Members begin their professional journey by taking the Pi Sigma Epsilon oath, which inspires and motivates. It holds lifelong meaning and inspiration for both professional and personal life. The oath contains a valuable message motivating new members with a challenge for the future, and a reminder of their continued commitment. The ceremony is conducted with dignity as the PSE Principles take on newer and greater meaning.
The Manual of the Ritual contains the detailed execution of the Initiation Ceremony which has remained virtually the same since it was written during the winter of 1952!
31 Discussion Take a few minutes and answer the discussion questions in your workbook.
Ask members if they would like to share their answers.
Building on the Principles The PSE Principles apply, not only to collegiate life, but to life at large, into your professional career and beyond. • PSE is built on its founding Principles • These Principles permeate everything we do • Our Legacy is founded on those same principles
Ask members to write their answers in the workbook: How will you apply these principles in your career? How will the Principles contribute to your legacy?
Assignment For your last activity, we are going to write our legacy statements. This activity has two parts.
Instruct your members Part One: 1. Generate Ideas a. What are all the possible ways you could leave a great legacy? b. Which ideas can you combine? c. How do you really want to be known? Part Two: 2. Create the Statement a. Select the ideas that appeal to you the most. b. Create a short, succinct statement of what your legacy will be.
Web Activity Update your resume to include Pi Sigma Epsilon (PSE) as a professional affiliation. Over time, you will be able to add leadership positions, competitions accomplishments and project management to your resume.
Also, make sure to add Pi Sigma Epsilon to your LinkedIn Profile after the Initiation Ceremony.
32 Thank you for facillitating the New Member Orientation!
If you haven’t already done so, have your members set up their CRM account in MemberSuite, and pay their National dues! (For in-depth instructions on how to do this, please see the Appendix.)
Submit all new member dues 3 weeks prior to your initiation ceremony (chapter leaders must submit processing sheet A-7 in the COG) to ensure materials are received in time for initiation.
**The last slide will be a video about this module. Remember to test this video before your members arrive every week.