1. Club Leadership New Officer Training April 5, 2007 Nayla Bahri, Assistant Dean, Office of Student Life nnb9@columbia.edu osl@bettyblue.gsb.columbia.edu

2. Our agenda Branding discussion Branding discussion Overview of club life Overview of club life Some housekeeping, including club requirements Some housekeeping, including club requirements Some observations on success Some observations on success Q & A Q & A

3. Promoting our shared brand Each member of our community has an opportunity and responsibility to represent and promote our brand. Each member of our community has an opportunity and responsibility to represent and promote our brand.

4. Promoting our shared brand: how can club officers help? Focus on ideas: Focus on ideas: –highlight our faculty in your programs –consider our institutional mission and values (global impact, entrepreneurial mindset, bridging theory and practice) Focus on networks: Focus on networks: –include our alumni in your activities

5. Promoting our shared brand: how can club officers help? Focus representation and impact: Focus representation and impact: –In every transaction you make as a representative of a club, represent yourself, your organization and the School professionally at all times. –Think institutionally – what is the impact of your event on our community? –Think about growing and protecting your organization for now and the future.

6. Student Organizations: categories Leadership Groups Leadership Groups Clubs Clubs –Professional clubs –Affinity clubs –Service clubs –Social clubs Interest Groups Interest Groups

7. Student Organizations: numbers More than 90 student organizations. More than 90 student organizations. 700+ club officer positions (including AVPs) listed on myGSB 700+ club officer positions (including AVPs) listed on myGSB In October ’06, there were 764 total student-related events (non-classes), 272 Club events scheduled for the 14 class days that month. In October ’06, there were 764 total student-related events (non-classes), 272 Club events scheduled for the 14 class days that month.

8. Student Organizations: Your club is a student-run club. Your club is a student-run club. You set your objectives and strategy; we’re here for guidance, institutional perspective and problem solving. You set your objectives and strategy; we’re here for guidance, institutional perspective and problem solving. You decide how to spend your club’s money; we require that your spending fall within the University’s guidelines. You decide how to spend your club’s money; we require that your spending fall within the University’s guidelines. You are part of a community; sometimes this means compromise. You are part of a community; sometimes this means compromise.

9. A bit of housekeeping.

10. Seven simple Club Requirements Seven simple Club Requirements Each club must charge dues Each club must charge dues Each club must have at least three officers (President, VP Finance, and VP Events/Programs.) Each club must have at least three officers (President, VP Finance, and VP Events/Programs.) Clubs must hold 3 events per semester. Clubs must hold 3 events per semester. Clubs must attend Association Day each term. Clubs must attend Association Day each term. Officer lists and websites must be current. Officer lists and websites must be current. All clubs must have a balanced budget. All clubs must have a balanced budget. All clubs must follow the elections guidelines. All clubs must follow the elections guidelines.

11. Club Requirements: Money Club Requirements: Money Care very deeply about having a balanced budget. Your club’s financial health is everyone’s responsibility.

12. Quick primer on money & clubs You must maintain a positive balance: we provide a 60 day leniency period. You must maintain a positive balance: we provide a 60 day leniency period. All corporate fundraising must be discussed with Corporate Relations. Companies must be invoiced by the School. All corporate fundraising must be discussed with Corporate Relations. Companies must be invoiced by the School. You never need to put your own cash forward if you use a pre-approved vendor. You never need to put your own cash forward if you use a pre-approved vendor. Keep receipts and copies of everything. Keep receipts and copies of everything. Help your VP of Finance out with the monthly account reconciliation by keeping her/him up-to-date. Help your VP of Finance out with the monthly account reconciliation by keeping her/him up-to-date. University regulations can be tricky; do your research. University regulations can be tricky; do your research.

13. Yes, there is an alcohol policy. Yes, there is an alcohol policy. The Office of Student Life office must be notified if you intend to serve alcohol at your club event. The Office of Student Life office must be notified if you intend to serve alcohol at your club event. You may only serve beer and wine at Business School events held on campus; no hard alcohol is permitted. You may only serve beer and wine at Business School events held on campus; no hard alcohol is permitted. Ample food and non-alcoholic beverages must be served and prominently displayed at any event where beer or wine is served. Ample food and non-alcoholic beverages must be served and prominently displayed at any event where beer or wine is served. All of your guests must be 21 years of age and must be able to produce identification of age if asked. All of your guests must be 21 years of age and must be able to produce identification of age if asked. No alcohol may be served before 5:00 p.m. No alcohol may be served before 5:00 p.m.

14. You should never, ever sign a contract. We’ll sign for you.

15. Event Management System

16. Montrone Student Activities Center 113 Uris  All presidents should receive a key from an outgoing president  (small) meeting space  phone lines, scanner, photocopier  Club storage  Please remember that this is shared work space.

17. MBA Student Life a little bit of everything Club management advice Club management advice Event guidance and support Event guidance and support Membership issues Membership issues Governance issues Governance issues Conflict support Conflict support Coordination with School/University Coordination with School/University Club finances Club finances myGSB support myGSB support Emergency resource Emergency resource Always the place to start Always the place to start

18. Spring 2007 Due April 19 th Updated Officers in myGSB Updated Officers in myGSB Updated Constitution Updated Constitution Update Website (with new CBS logo) Update Website (with new CBS logo) –Ken Selvester (kjs23@columbia.edu) in Marketing & Communications can provide the file

19. Spring 2007 As you’re planning 2007-2008, bear in mind that there can be no recruiters at club events until September 23 (events before September 23 can have corporate funding, just not recruiters).

20. A (non-exhaustive) top ten survival list for club leaders.

21. #10: Transition well (and do it now). (and do it now).

22. #9: Set and revisit your personal objectives.

23. # 8: Use the summer term well.

24. # 7: spend time with your team as friends and classmates.

25. #6 : Don’t be wed to past years. Don’t forget past years.

26. # 5: Don’t forget about your membership.

27. #4: Delegate with generosity and sincerity.

28. #3: Don’t forget about the rest of your life.

29. #2: Write things down.

30. # 1: Research, understand and use your resources. Each other Each other OSL OSL GBA GBA Career Services and External Relations Career Services and External Relations Other departments, faculty and centers Other departments, faculty and centers

31. Program on Social Intelligence (PSI): Advanced Leadership Effective presentations Effective presentations How to run a meeting How to run a meeting Motivating peers Motivating peers Delivering feedback Delivering feedback Group decision making Group decision making Teambuilding Teambuilding Managing conflict Managing conflict Regular Club President Fridays (w. GBA) Regular Club President Fridays (w. GBA)

32. Questions?