3) The Vision for Alpha Omicron Pi at Chapman University

Chapman University

CONTENTS

4 Chartering Process Overview: Public Relations at Chapman University
5 Chartering Process Overview: Recruitment Process
6 Chartering Process Overview: Timeline for Chapman University
7 Chartering Process Overview: Installation Requirements
8 Chartering Period: Education & Sisterhood
9 Chartering Period: New Member Educational Meetings
10 Chapter Organization & Structure: Leadership Opportunities
11 Chapter Programming & Operations: Preventing Burnout
12 Financial Support: Chartering Chapter Dues & Fees
13 Financial Support: Chartering Chapter Dues Example
14 The AOII Headquarters Team: Professional Staff Support
15 International Volunteer Support: A Network of Sisters
16 Local Alumnae Support: The Alumnae Advisory Committee
17 Local Alumnae Support: Alumnae Near Chapman University
18 Local Area Support: Chapters in the Surrounding Areas
19 Mutual Expectations: Working with Chapman University
20 AOII’s Five-Year Vision: Our Commitment to Our Chartering Chapters

Page • 2 •

YOUR QUESTIONS ANSWERED

In addition to the general contents page to the left, we want to point you directly to the specific information you
requested in the NPC bulletin.

1. History of the organization - Experience book page 7
2. Administrative and volunteer support structure, including local advisory support - Flip to pages 14-16
3. Criteria for membership - Flip to page 5; Experience book page 4
4. General organizational statistics - Experience book page 5
5. Copies of the inter/national organization’s risk management policy, including hazing, alcohol and

substance abuse and health education - Experience book pages 21-22
6. Policies or statements relating to the inter/national organization’s relationship with the host institution

Experience book page 4
7. Policies on academic emphasis and scholarship programs including GPA requirements for members

and leaders - Experience book pages 17-19
8. Copies of programming related to the new member process, member education and leadership

development - Flip to pages 8-10
9. Policy or procedure around membership accountability within the organization

Experience book pages 22-23
10. Information regarding community service programs including information about the organization’s

inter/national philanthropy. How does your organization understand and educate about the purpose
of these activities as part of the sorority experience? - Experience book pages 8-10
11. Financial obligations of chapter members, including new member dues, fees and estimation of
chapter dues - Flip to pages 12-13
12. Description of the assistance provided by the inter/national organization to a new colony, including
financial support, alumnae support and a list of collegiate and alumnae chapters in the region
Flip to pages 12-18
13. Detailed statistics regarding the number of alumnae within a 30-mile radius and 60-mile radius
Flip to page 17
14. Colonization requirements and proposed timeline - Flip to pages 6-7
15. We know the success of our fraternity and sorority community is built on a strong partnership
between the local chapters, the local alumni and advisors, the inter/national organization and the
University. Therefore, it is important for us to know your motivation before we enter such a
partnership. Why would you like to colonize a chapter at Chapman University? - Introduction Letter
16. As a university, Chapman prides itself on commitment to values. To what values is your organization
dedicated, and how are those communicated to undergraduate members? What programming do
you offer members in the area of values and ethics? - Experience book page 4; The Promise
17. Please list the universities where you have colonized in the past three years. We would like to contact
those universities to obtain feedback from their Panhellenic Council and/or administration regarding
your colonization. Would this be acceptable to you? - AOII Recent Charterings List
18. We are interested in your expectations of us. To that end, what assistance would you need from the
Panhellenic Council or Chapman Fraternity and Sorority Life Office for a successful colonization? And,
what criteria are you looking for in our community that could contribute to a successful colonization?
Flip to page 19

Page • 3 •

CHARTERING PROCESS OVERVIEW

Public Relations at Chapman University

The chartering of an AOII chapter at Chapman University will be an exciting time for both Chapman and Alpha
Omicron Pi. In order to build on this excitement, AOII will launch an extensive public relations effort prior to the
chartering recruitment events. Focus groups comprised of students involved in various campus activities will be
utilized to tailor a PR plan for your university. AOII will have consultants and professional headquarters staff to aid
in the following PR efforts:

• Launching social media accounts for the chartering • Setting up tables in the Argyros Forum Student
chapter on all social media platforms Union to distribute materials and answer questions
from prospective members
• Creating a personal website for the chartering
chapter, which will link to a signup page for interest • Sponsoring a philanthropic event or educational
session (time permitting), such as “Strike Out
• Attending meetings of all fraternity and sorority Arthritis!” and participating in on-campus activities
organizations to educate them about AOII and like Welcome Week and First Year Experience
provide information about our chartering process programming events

• Hosting a reception for faculty, administrators and • Utilizing social media to promote events
student leaders

• Developing “Team AOII,” a grassroots marketing
partnership comprised of student leaders, AOII
consultants and alumnae, all aimed at engaging the
Chapman community

• Hosting informational sessions for women
interested in AOII and the chartering process

• Placing advertisements in The Panther and
other locations on campus as allowed

• Meeting with campus organizations like Student
Government to inform them of AOII’s plans for
chartering and how they can get involved

• Distributing giveaways including buttons, t-shirts,
school spirit items, beverages, popsicles, cookies
and candy

Page • 4 •

CHARTERING PROCESS OVERVIEW

Recruitment Process

Our chartering process typically encompasses three to four days of recruitment activities and will reflect the
guidelines set forth by the local Panhellenic, NPC, Chapman and AOII. We will use this time to select new
members, and the week will culminate with the formal establishment of our chartering chapter.

Formal Recruitment

AOII typically participates in the first round or two of Formal Recruitment, as deemed appropriate by the fraternity
and sorority community, to provide information and to introduce ourselves to your PNMs.

Membership Appointments

All interested candidates will participate in group appointments with our chartering team. During these group
appointments, the potential members will meet with an AOII international representative. AOII will only recruit
women who are in good standing with the university.

Chartering Events

The first evening of our chartering recruitment will be a fun informational session, similar to formal recruitment
events, where potential members will get to know each other and learn more about AOII. Each event focuses

on a different aspect of AOII, emphasizing general
information, our philanthropy and our values.

Distribution of Bids

Invitations for membership into Alpha Omicron Pi
will be issued following our final day of chartering
recruitment. A Bid Day celebration will be held
to welcome our new members to sorority life at
Chapman and in AOII.

Chartering Ceremony

Chapman University faculty and staff, members of
the fraternity and sorority community, family and
friends will be invited to attend our formal chartering
ceremony. This celebration includes an open
ceremony from the Rituals of Alpha Omicron Pi.

Page • 5 •

CHARTERING PROCESS OVERVIEW

Timeline for Chapman University

Once AOII is invited to charter at Chapman, the extension and
chartering plans begin.

Stage One: Establishment Early February 2021

Summer 2020 • Chapman’s formal recruitment is held. AOII
will only participate in a way that is approved by
• Marketing plans begin with the launch of a social Panhellenic.
media presence and the development of a chartering
chapter website. • AOII staff, consultants and volunteers work together
to fully implement the customized public relations plan
• A customized and comprehensive public relations for Chapman.
plan is created.
• Consultants will be on site to conduct information
• Ongoing communication takes place with Chapman sessions for potential new members, provide
Fraternity and Sorority Life Office staff. educational programming sessions for the campus
community and meet with the Greek community to
Fall 2020 help promote the upcoming chartering by joining
Team AOII.
• An Educational Leadership Consultant (ELC) is
assigned to Chapman. Late February/Early March 2021

• Meetings and trainings are held with the Alumnae • Chartering recruitment events occur (determined
Advisory Committee and local volunteers. based upon scheduling with the university). These
events include:
• On campus focus groups are conducted by AOII • membership appointments conducted with
professional staff and volunteers to: each potential new member
• build rapport with other organizations • up to three rounds of recruitment events focused
• determine what the campus expectations are on an overview of AOII, membership education,
of AOII service and values
• expand knowledge about campus culture
• verify the best public relations practices for • Bid Day activities occur for the chartering chapter.
Chapman • The chartering ceremony is held and is open to the

campus community, family and friends.

Stage Two: Cultivation Stage Three: Installation

March - Early May 2021 Mid-May 2021

• The chartering chapter begins education, training • After meeting all requirements, the Chapman
and sisterhood events with the Resident Consultant chartering chapter is installed and chartering chapter
(RC), Educational Leadership Consultants, members are initiated.
Network Volunteers and Alumnae Advisory
Committee (AAC). • The Installation reception is held.

Page • 6 •

CHARTERING PROCESS OVERVIEW

Installation Requirements

In order for a chartering chapter to be installed as a chapter of Alpha Omicron Pi, certain requirements must be
met, including:

• establishment of an Alumnae Advisory Committee • selection of the chapter name and submotto with
• achievement of the initiation requirements approval from the AOII Executive Board

completed by all members as listed in AOII’s • creation of Chapter Bylaws and a Standards
new member education program, including but Handbook with the approval of the Network
not limited to: Specialist-Development

• 100% of chartering members have participated in • Adequate chapter size which shows growth and
new member lessons and passed the new development toward campus total (specific
member quizzes membership goals are determined upon chartering
and are based on each individual campus, it is,
• at least 75% of members attend the chartering however, the expectation that all new chapters reach
sisterhood retreat campus total within three years of chartering)

• election of chapter officers and regular meetings
with advisors

Once the chartering chapter meets all requirements for installation, a beautiful ceremony takes place to initiate the
members into AOII. This is followed with the Rose Reception where chartering chapter members, family, friends,
campus officials and AOII alumnae come together to celebrate the new chapter.

Page • 7 •

CHARTERING PERIOD

Education & Sisterhood

Following the chartering ceremony, the chartering chapter will begin meeting weekly for a business meeting and a
sisterhood activity to learn about AOII and build their sisterhood. They will also participate in scheduled Greek Life
events and will support our fellow fraternity and sorority organizations’ philanthropic events.
Led by AOII’s Educational Leadership Consultant designated to the Chapman University chartering chapter, and
in partnership with the Alumnae Advisory Committee, chartering chapter members will begin their new member
period and education. Our chartering chapter program is organized by weekly segments (detailed on the following
page) designed to offer members a balance of Fraternity educational programming and quality time to develop
lasting bonds of sisterhood.
Within two to three weeks of the chartering period, a chartering chapter retreat is held to allow members to bond
as a group through a fun day or overnight trip together. During this retreat the chartering chapter members will
discuss and vote on a Greek letter chapter name and submotto as AOII allows each chartering chapter to select
their own to best represent the group. The retreat is led by the chapter’s ELC(s) and AAC, and is paid for by the
Fraternity.

The typical chartering period lasts 8 to 10 weeks and is strategically planned to provide members with an

exceptional chartering chapter experience. AOII will work with the campus to develop a program that meets the
individual needs and time frame requirements specific to our Chapman chartering chapter.

Our new member education program is based promises
to live our values, to learn, to lead and to serve.

Page • 8 •

CHARTERING PERIOD

New Member Educational Meetings

The chartering chapter will complete the same new member program utilized by our established chapters which is
designed to provide interactive and fun lessons about AOII.

Lesson 1: Welcome to Our Sisterhood

New members will review promises made during the Chartering Ceremony. The beauty of this ceremony and
the mutual commitments made provide an excellent beginning for new members’ first education meeting. New
members will also see an initial glimpse into the values, standards and sisterhood of AOII.

Lesson 2: A Glimpse Into Our Past

This meeting will give new members insight of our rich history and the policies that perpetuate our values.
New members will be introduced to AOII’s guiding principles in the Object of the Fraternity, while gaining an
understanding of their role within our history. Risk management education is also laced throughout this lesson.

Lesson 3: Leaders in Action

This meeting provides new members with an understanding of leadership in action. They will gain insight into
the structure of their specific chapter of AOII and better understand the purpose of the National Panhellenic
Conference. At the end of this lesson, new members should begin to see that AOII is much larger than their
specific chapter and the decisions that are made locally and internationally affect the larger Greek community.

Lesson 4: Serving Others

AOII calls its members to be of service to the world around them - the focus of this lesson introduces new
members to the opportunities of service through AOII. Topics are: the AOII Foundation, philanthropy and
volunteerism. This includes arthritis education and awareness, local philanthropic opportunities and the continued
opportunity as an alumna to serve as an AOII volunteer, in an alumnae chapter, or to their college/university.

Lesson 5: Sisters for a Lifetime

The purpose of this lesson is to emphasize the importance that AOII is a lifetime
commitment. This interactive and discussion-based lesson provokes the thought
of how AOII membership evolves with each change and segment of the lives of
members. The collegiate experience of AOII members is just the beginning!

Lesson 6: Preparing for Initiation

The final lesson within the new member period is full of preparation and
excitement about the upcoming Initiation. The education within this meeting
focuses on a reflection of the experiences of the new member period, the
strengthened bond between the new members and the appreciation of the
lifelong bond and commitment they will soon undertake.

Included in our packet of materials sent to you is a copy of The Promise, our
membership education manual. This guide will provide you with further details
regarding our new member education program. Each New Member Educator
is provided with the New Member Educator’s Guide to The Promise which
is a valuable resource that helps her structure the new member program to

custom fit the needs of the chapter. The New Member Advisor and
chartering chapter Advisor are responsible for implementing our
new member education upon chartering.

Page • 9 •

CHAPTER ORGANIZATION & STRUCTURE

Leadership Opportunities

Chartering Period

Weeks 1-2: The Chartering Chapter’s ELC and AAC

divides the group into committees.

Weeks 3-5: Committees will lead chapter operations

until officers are elected. This allows all members to
immediately participate in chapter decisions.

Weeks 6-7: Chapter officers are selected through

officer elections. Every member has the opportunity
to participate in this process which occurs over a two
week period.

Weeks 8-10: The culmination of the chartering

chapter period includes AOII initiation preparation
activities and the installation of the chartering
chapter itself.

Elected Chapter Officers

The list below includes the officer structure of AOII
chapters. Additional officers can be added to a chapter’s
bylaws and included in elections based on the needs
of a particular campus. Each of these officers has a
committee made up of chapter members to help with her
responsibilities. Each chapter member will participate in at
least one committee.

Leaders’ Council (LC) Cabinet Officers

Chapter President Activities Chairman
Vice President of Academic Development Alumnae Relations Chairman
Vice President of Administration Historian
Vice President of Chapter Development Keeper of the Ritual
Vice President of Communications Marketing Program Chairman
Vice President of Education Nominating Committee Chairman
Vice President of Finance Property Manager
Vice President of Membership Recruitment Social Chairman
Vice President of Standards Songleader
New Member Educator To Dragma (AOII’s magazine) Reporter
Panhellenic Delegate
Secretary Other officers as provided in chapter bylaws

Page • 10 •

CHAPTER PROGRAMMING & OPERATIONS

Preventing Burnout

What is Total Chapter Programming?

The Total Chapter Programming Committee (TCPC) is used to benefit the chapter in two ways. First, it assists in
balancing chapter programming by creating a calendar that evenly distributes the business, education, academic,
leadership, service and sisterhood activities of the chapter. Second, it is used to educate the chapter membership
about AOII values, the local chapter, AOII history and traditions, the network and international structure, and the
lifelong opportunities and commitment of AOII membership.

The goal of Total Chapter Programming is to: As a result of implementing Total Chapter
• balance the chapter’s calendar to include campus Programming, our chapters have experienced
events and “off” weekends numerous benefits of utilizing the philosophy, including:
• focus on topics of interest to campus culture
• assess the chapter’s interest for additional • better participation
educational programming • increased alumnae support and interest
• limit an average of 10 hours or less per week, and • fewer time conflicts
40 hours or less per month dedicated to AOII • easier scheduling
• higher level of enthusiasm for chapter events

Page • 11 •

FINANCIAL SUPPORT

Chartering Chapter Dues & Fees

One of the unique aspects of the Fraternity’s financial support of the Chartering Chapter includes the allocation
of fees. For example: the new member fee is paid by all AOII new members and sent to the Fraternity. In an AOII
Chartering Chapter, the first year of these new member fees will stay with the Chartering Chapter to provide extra
financial support. In subsequent years, international fees will be remitted to the international organization for
education, training and administrative support.
Throughout the chartering chapter period, all recruitment materials, public relations materials, manuals, Ritual
supplies, etc. will be paid for by AOII Fraternity. The Chartering Chapter will only pay their local dues (including
housing fees, if applicable) as well as new member, initiation and badge fees.
Chartering Chapter dues and applicable housing fees are determined by AOII’s Growth Department and financial
team with dues of other chapters on campus taken in to consideration. This ensures AOII is a healthy financial fit
within your fraternity and sorority life community.

Membership Fees & Local Dues

The following membership fees will be paid by each Chartering Chapter member:

One Time Fees Annual Dues & Fees

Fees that all AOII new members pay prior to Each chapter’s annual dues are determined every
initiation. spring through a chapter vote.

Badge Fee: $99-$340 Development Fee: Helps cover the day-to-day

(depends on badge selected) maintenance and operation costs of a housing facility
(chapter house, chapter room, suite, lodge, etc). This
Initiation Fee: $170 fee allows members not living in the chapter house to
enjoy the use of the chapter room, study area, lounge
New Member Fee: $45 or common areas. If the chapter does not have a facility,
this fee is used to provide educational opportunities to
New Member Fee: $4 members.
Building and Furnishing Fee: This is a restricted
Chapter Dues: Covers chapter operations including
account specifically used as reserve for purchasing a
facility if the opportunity arises. It also covers chapter but not limited to Panhellenic dues, social functions,
property that may be used for recruitment or annual sisterhood activities, recruitment related activities and
events, storage unit fees, building related items, as materials, campus activities and events, etc.
well as items necessary to furnish any chapter facility.

International Dues & Fees

The following annual international fees will be paid
after the Chartering Chapter becomes an installed
chapter:

Annual Council Dues: $52

Chapter Operating Fee: $125.00

(additionally a base fee of $225 per
chapter is charged)

Investment Fee: $11

Page • 12 •

Chartering Chapter Dues Example

A summary of chartering member and initiated member dues are below. Please note that the overview
below is a projection of what our chapter at Chapman could pay; a final budget and payment schedule
will be determined by AOII’s Growth Department and financial team prior to chartering weekend.

Spring 2021: Chartering Member Dues

Initiation Fee $170.00
New Member Fee $45.00
Badge Fee $99.00-$340.00 (depends on badge selected)
NPC Fee $4.00
Additional Chapter Dues and Development Fees will make AOII’s
dues comparable to the Chapman Panhellenic New Member average

$725.00 (approximately $242.00 over four months)

Fall 2021: Initiated Member Dues

International Fees $125.00
Additional Chapter Dues and Development Fees will make AOII’s
dues comparable to the Chapman Panhellenic Initiated member average

$470.00 (approximately $94.00 over five months)

Page • 13 •

THE AOII HEADQUARTERS TEAM

Professional Staff Support

Our International Headquarters is located in Brentwood, Tennessee. The primary function of AOII’s professional
staff is to provide stability and support to our membership by maintaining effective operations. From the
preparation of annual financial statements to the monitoring of chapter programming, the role of staff is essential
to the daily operations of our collegiate and alumnae chapters, and to our general membership. AOII’s staff works
closely with our chartering chapters in many capacities, receiving special attention and support from our Growth
Department.

AOII’s Growth Department is dedicated to the extension, chartering and development of our newest chapters.

Each chapter will stay in this department for three to five years, which allows us to provide the officers, members
and advisers the unlimited support and resources new chapters need. Specific areas of focus for training for our
newest chapters include recruitment, officer transitions, new member education and more. This strategic path for
new chapters allows them to be successful chapters in our organization and on your campus.

Chapman Staff Support Educational Leadership Consultants

Alpha Omicron Pi’s team of professional staff that AOII’s ELCs are a group of recent college graduates who
will support the extension, chartering and new receive extensive training in all areas of the Fraternity. An
chapter development at Chapman University: Educational Leadership Consultant will be designated and
trained to work specifically with the Chapman chartering
• Joelle McWilliams, Director of Growth chapter. She will work with the chartering chapter
• Sarah Almaraz, Assistant Director of Growth through its installation as a chapter and will be a source
• Bailey Read, Director of Collegiate of constant support from the time we begin promoting
AOII on campus. The designated Educational Leadership
Experience Consultant(s) are an invaluable resource to the chartering
• Susanne Smith, Assistant Director of Collegiate chapter and serve as the connecting piece between all
those who work to support the chartering chapter, whether
Experience volunteer, staff member, or member of the Chapman
• Designated Educational Leadership Consultants University community.

2019-2020 ELCs

Front row, left to right:
• Sarah Nixon
• Emily Leonard
• Gabby Rivera
• Haley Joyner
• Katie Johnson

Back row, left to right:
• Lauren Elliott
• Kirsten Kron
• Erin Miller
• Katie Taylor
• Hope Mullett

Page • 14 •

INTERNATIONAL VOLUNTEER SUPPORT

A Network of Sisters

AOII has nine geographical networks across the U.S. and Canada with volunteers that support our collegiate
and alumnae chapters. Each network has a Network Director and Network Specialists in the areas of Alumnae
Relations, Finance, Leadership and Recruitment. The formation and development of a new AOII chapter is
overseen by a Network Specialist-Development (NS-D) who is specifically appointed to support one chartering
chapter within the network.
Our geographical network of volunteers assigned to Chapman University have received extensive training and are
experienced in working with chartering chapters. They will be responsible for the development of the chartering
chapter at Chapman. The NS-D will work solely with the chartering chapter providing special attention to them
throughout their varying stages of development, typically around five years.

Volunteer Support, Network 8 Kelly Abbott & Carly Petersen Loth,
Network Specialists-Leadership
TBD, Network Specialist-Development Beth Diehl-Griego & Quinn Heimann,
Sarah Gondek, Network Director Network Specialists-Recruitment
Boualoy Dayton & Phyllis Gilson,
Network Specialists-Alumnae Page • 15 •

Kathy Fitzgerald & Jessica Toner,
Network Specialists-Finance

LOCAL ALUMNAE SUPPORT

The Alumnae Advisory Committee

The health and vitality of our collegiate chapters depends on the involvement of local volunteers. Alumnae
assistance is always welcomed for recruitment activities, involvement with chapter operations and events, and as
mentors on the chapter’s Alumnae Advisory Committee (AAC).
AOII has already begun to recruit alumnae in the area to serve as members of the Alumnae Advisory Committee at
Chapman University. Alumnae surveys have been conducted and AOII is in the process of identifying and selecting
advisors based on their talents, experiences and interests.

Our AAC at Chapman will consist of a AAC members are extensively trained in all areas of AOII
minimum of the following advisors: operations by the NS-D. This includes:

• Chapter Advisor • Chapter management
• Academic Development Advisor • Team building
• Chapter Development Advisor • Utilization of Fraternity support systems
• Communications Advisor • Conflict resolution
• Education Advisor • Mental health programs and support
• Financial Advisor • Working with collegiate organizations
• New Member Advisor • National Panhellenic Conference guidelines
• Recruitment Advisor • Fraternity and sorority life norms and practices at
• Social Advisor
• Standards Advisor Chapman

Alumna Initiate Program

The Alumna Initiate Program allows AOII members to
share our Ritual with women who are a large part of
our lives and exemplify what being an AOII is, but for
one reason or another, were not presented with the
opportunity to become an AOII during college. This
program invites women who share our philosophy and
purpose and who will support the Object of the Fraternity
to become a part of Alpha Omicron Pi.

The invitation to become an Alumna Initiate can be
extended to female friends and relatives of AOIIs, faculty
advisers and campus leaders, notable women from the
community and any woman interested in mentoring and
working with young women from all over the United
States and Canada.

Alumnae Initiates have the opportunity to be involved
with the chartering chapter and will enjoy all rights and
privileges of alumnae membership; in addtion, these
women are eligible to be members of the Alumnae
Advisory Committee once they have been educated on
AOII and complete the advisor training.

Page • 16 •

LOCAL ALUMNAE SUPPORT

Alumnae Near Chapman University

Alumnae support has resulted in past chartering successes and ensures that our chartering chapter will thrive
at Chapman. AOII has over 150 alumnae chapters across the United States and Canada. Alumnae chapter
involvement is a great way to stay connected as an alumna. Being a part of an alumnae chapter gives women a
chance to stay plugged in and enjoy company of AOII sisters from all over.

• AOII alumnae in the state of California: 10,852 The Northern and Southern Orange County Alumnae
• Alumnae within 60 miles of campus: 4,681 Chapters are very active and excited at the prospect of
• Alumnae within 30 miles of campus: 2,295 supporting an AOII chapter at Chapamn University. The
alumnae in the Orange area represent a very diverse
Alumnae chapters near campus: group of women encompassing a wide range of initiation
years and chapters of initiation.
Northern Orange County Alumnae Chapter
Southern Orange County Alumnae Chapter

AOII Southern Orange County Alumnae Chapter kicked off the 2019 fall semester with our Page • 17 •
annual summer luncheon at Harborside Restaurant in Newport Beach. All who attended
enjoyed a delicious lunch and a wonderful afternoon of sisterhood. One of our favorite
events this year was Coffee and Careers with Lambda Beta at CSU, Long Beach. Our
members were so excited to share their career experiences with the collegiate women. It
was a great sisterhood event for both collegiate and alumnae! In November, we held our
5th annual Fundraiser Stella’s Trunk, a brunch event with a speaker, and raised $660 for
the Arthritis Foundation, as well as additional funds for our chapter scholarship through
the AOII Foundation. In December we celebrated the holidays with friends and family
and some of our members participated in and volunteered for the OCIE Jingle Bell Run.
A highlight this year was the newly established Outstanding Young Alumna Award which
will be presented annually to a member of the chapter under 35 years old who best
represents AOII to others through her enthusiasm and Fraternity loyalty.

LOCAL AREA SUPPORT

Chapters in the Surrounding Area

California Inland Empire Alumnae Chapter
Long Beach/South Bay Alumnae Chapter
Chi Psi, California Polytechnic State University Northern Orange County Alumnae Chapter
Delta Sigma, San Jose State University Palo Alto Alumnae Chapter
Lambda Alpha, University of La Verne San Diego Alumnae Chapter
Lambda Beta, California State University, Long Beach San Fernando Valley Alumnae Chapter
Lambda Iota, University of California, San Diego San Francisco Alumnae Chapter
Sigma Phi, California State University, Northridge San Gabriel Valley Alumnae Chapter
Theta Iota, California State University, San Marcos San Jose Alumnae Chapter
Xi Rho, Sonoma State University San Mateo Alumnae Chapter
Zeta Theta, California State University, Chico Southern Orange County Alumnae Chapter
East Bay Alumnae Chapter Ventura County Alumnae Chapter
Greater Los Angeles Alumnae Chapter
Greater Sacramento Valley Alumnae Chapter Nevada

Arizona Delta Nu, University of Nevada, Reno
Las Vegas Alumnae Chapter
Lambda Psi, Arizona State University Reno-Tahoe Alumnae Chapter
Theta Omega, Northern Arizona University
Phoenix Alumnae Chapter
Tucson Alumnae Chapter

Oregon

Alpha Rho, Oregon State University
Portland Alumnae Chapter

Page • 18 •

MUTUAL EXPECTATIONS

Working with Chapman University

AOII places enormous value in building personal and collaborative relationships. We especially

appreciate you specifically asking for our input on this crucial aspect of a new working relationship.
During our Stage One-Establishment for Chartering, we plan to conduct focus group visits to meet with your

Panhellenic Council and Fraternity and Sorority Life Office. We would want to continue learning what
your expectations are for the new sorority, while examining what public relations practices your

established sororities are already doing. As we begin our tabling and our info sessions, we would appreciate
your assistance in reserving appropriate spaces and event promotion.

Next, we would love to have your full support for our “Team AOII.” This is a team of members of your

Greek community, campus organizations and other student leaders. We will be asking them to help us promote
AOII by wearing Team AOII shirts and handing out materials. We would also like permission to visit chapter
meetings of each sorority and fraternity on campus. We will use this time for introductions and an opportunity for
collecting potential new member names.

Our communication philosophy is one of mutual expectations and responsibilities. We would be

responsible for listening to the needs of your campus and community and accommodating to these needs, we
are responsible for investing our resources in our charter here. In return, we would ask for and expect to have

open communication and suggestions from the professional staff and student population. We believe that
maintaining an strong relationship with open communication practices will be essential for a
successful outcome.

Page • 19 •

AOII’S FIVE-YEAR VISION

Our Commitment to Our Chartering Chapters

Establishing thriving chapters that will grow into strong, established chapters remains a strategic goal of AOII.
This continually drives our effort to empower chartering members while providing them with an exceptional
membership experience. AOII outlines a five-year plan of support for our chartering chapters, each step inching
them towards exceeding our expectations.

Year One • AOII will assist the chapter with the identification of a
trademark philanthropic event to support the Arthritis
Chapter Development Foundation, as well as selecting a local
philanthropic cause important to the chapter and
• An NS-D is specifically assigned to the chartering members.
chapter for specialized support.
• Members in the chapter are educated on AOII’s risk
• A team comprised of AOII professional staff, management procedures and policies. This includes:
consultants, international volunteers, and local alcohol and anti-hazing modules, compliance forms
volunteers are on site for the chartering ceremony and crisis management.
and Installation.
Leadership Cultivation
• At least one AOII consultant is on-site for a period
of time determined by the university. • Training is conducted for members of the Alumnae
Advisory Council (AAC).
• Additional consultants, staff, and/or volunteers will be
on campus for major events like Homecoming, formal • Specialized training is held with chartering chapter
recruitment, Greek Week, chartering chapter retreat, leaders to educate them on their positions.
trainings, etc. • Chapter officers are given access to the Fulfilling the
Promise, a comprehensive online tool which houses
• AOII leaders and advisors facilitate activities all of AOII’s educational resources
designed to assist the chartering chapter in • AOII will provide an organizational framework which
identifying their goals, a list of desired will enable the chapter to:
accomplishments for their AOII experience on your • effectively conduct chapter meetings and
campus. functions
• elect leadership roles from the chartering
• AOII consultant and advisors focus on building chapter comprised of committees
relationships and a feeling of sisterhood between • write and utilize the chartering chapter’s bylaws
members. • develop and implement academic plans and
standards
• AOII will host a chartering chapter retreat for • develop chapter budgets resulting in fiscally
members. responsible decision-making

• Chartering chapter members are assigned AOII
“twins” within the chartering chapter to deepen the
bonds of friendship. This is similar to the traditional
big/little sister roles found in established chapters.

• AOII will ensure the chapter has completed all
university requirements in order to be
recognized as a campus organization.

• AOII will conduct a Ritual workshop for all initiated
chapter members within a week of Installation to help
align all chapter goals within AOII’s system of values.

• The chartering chapter is encouraged to sponsor
philanthropic and social events with other fraternities
and sororities.

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Year One, continued • Participation in campus and community events
is encouraged and supported financially. (i.e.
Financial Support Homecoming, Greek Week, etc.)

• The only fees paid by chartering chapter members • Travel for all consultants, international officers, and
to the international organization are the New staff members is provided by AOII.
Member Fee, Initiation Fee and Badge Fee.
• Attendance for chartering chapter leaders at AOII’s
• Chartering chapters are provided a custom leadership events (i.e. Leadership Academy,
designed budget to operate locally. All generated Leadership Institute and International Convention) is
revenue stays with the chartering chapter during the provided by AOII during the chartering chapter
first year. period.

• AOII covers all public relations expenses during the • Additional training for the AAC and chapter leaders
chartering chapter period. is provided as needed.

• Financial assistance is provided for the chapter
during its first formal Panhellenic recruitment.

Year Two • Chapter leaders are expected to attend AOII
international leadership trainings (i.e. Leadership
Chapter Development Academy, Leadership Institute and International
Convention).
• Network volunteers, staff and consultants are on-site
as needed to provide assistance and guidance for • Chapter members meet the expectation of
the chapter. They will be on-site to: involving themselves in at least one additional
• coordinate meetings with chapter officers and student organization on campus.
committees
• facilitate trainings and meetings with the AAC • AOII educates the chapter on ways to receive
• conduct trainings and workshops with the scholarships for attendance at AOII leadership
chapter events, Undergraduate Interfraternity Institute (UIFI),
• provide assistance during campus events LeaderShape and regional leadership conference
• conduct ongoing Ritual workshops in order to
ensure that the chapter’s goals align with AOII Financial Support
standards
• After the chartering chapter is installed, AOII’s
• AOII’s Growth Department along with alumnae commitment evolves into an investment of personnel
advisors and chapter leaders help to evaluate and and developmental resources.
assess the chapter’s attainment of goals for the initial
year. Goals are modified and enhanced as needed. • AOII continues to provide financial resources to
the chapter through personnel visits from ELCs,
• The chapter continues to support local AOII professional staff and international volunteers,
philanthropies of other Greek organizations as well all aimed at helping develop the chapter to become
as within the local community. a fiscally responsible organization.

• Members in the chapter are educated on AOII’s risk • During the second year, the chapter develops a
management procedures and policies. This includes: local operating budget. The chapter will also begin to
alcohol and anti-hazing modules, compliance forms pay international fees, although local fees are still
and crisis management. held within the chapter for operations.

Leadership Cultivation

• AOII volunteers and professional staff will help
educate chapter leaders on facilitating chapter
elections and officer transitions.

• The Network Specialist-Development will provide
the chapter leaders and advisors with specialized
workshops and training for the chapter’s Leaders’
Council (LC).

Page • 21 •

Years Three, Four and Five • Network volunteers, AOII professional staff, and
ELCs are on-site to assist as needed. They will be
Chapter Development on-site to:
• coordinate meetings with chapter officers and
• The chapter will receive regular on-going visits from committees
Educational Leadership Consultants throughout the • facilitate trainings and meetings with the AAC
academic year. • conduct trainings and workshops with the
chapter
• Ritual workshops are continually held in order to • provide assistance during campus events
ensure the chapter goals align with AOII standards.
Leadership Cultivation
• The chapter will review bylaws and evaluate chapter
goals. Updates will be made to goals if needed. • Chapter leaders will facilitate chapter elections and
lead officer transitions.
• The chapter’s official Strike Out Arthritis! event is
planned and all proceeds are donated to the Arthritis • The Network Specialist-Development conducts
Foundation. ongoing training for the Alumnae Advisory
Committee.
• In addition to raising awareness for arthritis, the
chapter dedicates itself to local service initiatives • Chapter leaders are expected to attend AOII
within the community. international leadership trainings (i.e. Leadership
Academy, Leadership Institute and International
• The chapter utilizes AOII’s “In a Box” programs to Convention).
effectively plan and execute participation
surrounding philanthropic events. Financial Support

• The chapter’s calendar meets the Total Chapter • AOII continues to provide financial resources to
Programming criteria, finding a balance of education the chapter through personnel visits from ELCs,
expectations, service opportunities and social Network Specialists and international volunteers, all
interactions throughout the academic year. aimed at helping develop the chapter in to a fiscally
responsible organization.
• The chapter actively cultivates involvement with
local AOII alumnae.

• Members in the chapter continue to enforce AOII’s
risk management procedures and policies. This
includes: alcohol and anti-hazing modules,
compliance forms and crisis management.

Year Six and Beyond

After installing an AOII chapter, AOII’s commitment to the chapter’s health and development is ongoing. However,
after five years of specialized attention, AOII’s expectation is that the chapter will be operating as a successful and
thriving member of the campus’ Greek community and adhering to the highest of AOII’s Standards of Excellence.
AOII will remain actively involved in the chapter’s best interest providing leadership, support and resources that
include: regular ELC visits, continued AAC cultivation and ongoing attention from international volunteers and AOII
professional staff.

Page • 22 •

THANK YOU

for the opportunity to continue AOII’s legacy and become a part of

Chapman University!

We hope you are as excited about AOII as we are to have this opportunity to explore our future together.
There is much more to AOII than provided in this overview. Please do not hesitate to contact us with any
questions or for additional information. You can contact Joelle McWilliams, AOII’s Director of Growth, at
[email protected] or 615-370-0920. She will be happy to provide you with additional
information or answer any questions.

Check us out on Facebook at Alpha Omicron Pi Fraternity
and follow us on Instagram and Twitter @alphaomicronpi.

Alpha Omicron Pi will provide Chapman with an opportunity for students to find lifelong friendships,
support to excel in their studies and opportunities for leadership development and community service.
More detailed information can be found by visiting our website at alphaomicronpi.org.

Thank you fr your consideration!

Page • 23 •

Alpha Omicron Pi International Headquarters
5390 Virginia Way | Brentwood, Tennessee 37027