1. KAPPA PSI The Ins and Outs of the Chapter Progress Report Form
Tracy Anderson-Haag Chapter Awards Chair

2. Objectives
Recognize the purpose of the Chapter Progress Report Form to individual chapters and the Fraternity
Define eligibility criteria for chapter award recognition
Provide tools to ensure comprehensive and accurate completion and submission of Chapter Progress Report Form

3. Poll Question 1
I have participated in completing the Chapter Progress Report Form for my chapter in the past. 1) Yes 2) No

5. Why Are We Here? Chapter assessment within ideals of Kappa Psi
Assist chapter in assessing current state
Delineate strengths
Identity weaker areas
Help guide growth in areas important to your chapter
Tool used to identify top performing chapters for recognition by the Fraternity

6. Poll Question 2
I have seen or have access to last year’s Chapter Progress Report Form submission from my chapter. 1) Yes 2) No

7. Chapter Progress Report Form
Let’s find the form
Central Office—Forms—Chapter Forms—

9. Chapter Progress Report Form Letter
Purpose
Eligibility criteria
Important deadlines
April 15th: Early Bird Bonus
May 15th: Final deadline
Instructions

10. Eligibility

11. Eligibility Chapter chartered on or before June 1, 2016
Zero balance with Central Office on May 31, 2017
Filing of 990 Tax Form during reporting period
Contact Central Office to confirm financial status
Contact Grand Counselor for assistance with Tax Form 990

12. Poll Question 3
In our chapter this person is responsible for completing the Chapter Progress Report Form.
Regent, other chapter officer or chapter EC
GCD
Other chapter committee
Another brother(s)
Who is the Wizard of Oz? (I have absolutely no idea)

13. Getting Started

14. Getting Started
Make sure person listed is available from May 15th through July 1 to assist with verification issues!!

15. Getting Started

16. Chapter Roster
This number needs to match your February 15th roster number (based on Central Office dues assessment). Please make sure you have the same number of brothers on your roster as the Central Office!

17. New Items
Section III: Participation in Province & National Kappa Psi Meetings
Section XI: Optional Bonus Section

18. Common Missing Information
Section II: Organization and Administration
Section VI: Scholarship and Awards
Section X: Correspondence and Graduate Relations

19. Common Questions Section VI: Scholarship and Awards, Item 44
Verified by the Chapter Awards Committee; we have this information from the previous year
Section VII: Participation in Pharmacy Associations
All local, regional or national pharmacy organizations are acceptable for these items (Exception 53)
Section VIII: Participation in Professional Activities

20. Community Service/Philanthropy
If this says “FALSE” when you submit your form, you will have it returned to correct!

21. Submission Time Email the following documents to ander363@umn.edu
Chapter Progress Report Form
Chaptername_17
Make sure you have completed Sheet 2
Newsletters (if points claimed)
Don’t forget to ensure you are eligible!
Zero balance from Central Office
File Tax Form 990

23. Dean’s Evaluation

24. GCD Evaluation

25. Submission Time
MAIL the following documents to Tracy Anderson-Haag Mankato St NE Blaine, MN 55449
Dean/Administrative Chapter Evaluation
GCD Chapter Evaluation
MUST be postmarked on or before May 15th to be accepted
These do NOT need to be received by April 15th to earn early bird bonus points

26. Poll Question 4
I learned something through this webinar that will help me complete and submit the Chapter Progress Report Form successfully.
True
False

27. KAPPA PSI
FOR LIFE