© 2008 – iota phi theta fraternity, incorporated. tm all rights reserved. iota phi theta...

© 2008 – IOTA PHI THETA FRATERNITY, INCORPORATED. TM ALL RIGHTS RESERVED.

Iota Phi Theta Fraternity, IncorporatedTM

Membership Intake CertificationTraining

Bro. Eric A. McCoy, MSA, MPMInternational Director of Training and Development



I. INTRODUCTION & ROOT CAUSE ANALYSIS MODEL

II. INTAKE CERTIFICATIONa. TOP 5 PROBLEMS

b. HISTORY

c. INTAKE WEBSITE

d. STRUCTURE OF BROTHERHOOD INTAKE PROGRAM

e. INTAKE ACTIVITIES (BEFORE, DURING, & AFTER)

f. RESPONSIBILITIES (BROTHERS & INITIATES)

III. RISK MANAGEMENTa. COMPONENTS

b. NEGLIGENCE

c. LIABILITY & CLAIMS

IV. CRISIS MANAGEMENTa. COMPONENTS

b. PROCEDURES

V. CONCLUSION

Training Agenda


Root Cause Analysis Model

Why Is ThereNon-Compliance?

Don’t Know(Lack of Knowledge)

Can’t Comply(Lack of Resources)

Won’t Comply(Lack of Discipline)

1. Never Knew2. Forgot 3. Task Implied

1. Scarce Resources2. Don’t Know How3. Impossibility

1. No Reward2. No Penalty3. Disagree?


Enforcement vs. Inspection

• What procedures are in place to encourage self-monitoring (inspections: proactive measures)?– How is this information used?

• What judicial procedures (enforcement: reactive measures) need to be in place?– How often is the Tribunal Process utilized?– How often do we refer to the Code of Conduct?

– How often do we refer to the Code of Ethics?


Top 5 Intake Problems1. Following the chain of command!

Chapter Polaris, Chapter Advisor (for Undergraduate Chapters), State Director, ARP, RP, Grand Vice-Polaris, Grand Polaris

2. Following the rules of both the school and the fraternity! Higher standard (GPAs, credit hours, definitions of hazing, length of time) Advise chain of command of conflicts between school policy and fraternal policy

3. Undergraduate Chapter Advisors not active and financial members of an alumni chapter!

Chapter and Faculty roles may NOT coincide Undergraduate Chapters without any guidance and oversight from an advisor or alumni

chapter are contributors to systemic problems

4. Not reporting issues in a timely manner! Bad News Does Not Get Better With Age

5. Money and intake paperwork after the line starting! This is why we have a problem with record-keeping


Evolution from “Pledge” to Intake Process

1963: “It Takes A Man”1970s: “The Pledge Movement”1980s: “Apex”1990s - PRESENT: “The Movement to Membership Intake”

1989-1997: “7 Day Process”1997: “No Less than 2 Weeks / No More than 5 Weeks”1999: “National Five Week Intake Program”2003: “National Intake Program v2 (per Chapter Handbook)2007: Rollout of “Paperless” Intake Process


Pre-IntakeGetting the best candidates

What chapter programs to we use to attract members? What is your long term plan for chapter growth?

Recruitment Informational Session: Introduce the general public to the fraternity

The Interview Process: Interview potential candidates from the informational session using the quality standards worksheet from the chapter handbook

The Formal Smoker: Final meeting prior to intake class starting to confirm that potential members have resources (academic, monetary, etc) needed to start intake process


A Technique – “Informational Session”

Proper attire is a must

Advertise in the right forums (i.e flyers, direct contacts, internet, etc.) Recommended Agenda: Welcome, Introduction of Brothers and Guests, Presentation of National History (Video/Powerpoint), History of Chapter (or Region if a Colony Activation), Guest Speaker: What Makes Iota Unique, Requirements for Intake, Q&A Session

Way Ahead: Copies of flyers, presentations, and agendas posted to Iota Training Library on secure web (Conclave 2009)


A Technique – “What is Your Chapter’sInterview Process?”

Use a good quality control metric(i.e. Quality and Minimum Standards Assessment Worksheet located in chapter

handbook)Get to know your prospective candidates (and their families if possible) before intake

(Invite them to chapter social and community service functions)Perform “targeted” recruiting

(What skill sets/assets do we need in our chapters)Way Ahead: Updated national quality & minimum standards assessment worksheet. (Target Date: Conclave 2009)


A Technique – “Interview Guide”

Minimum Standards: (Y-Yes/N-No)

_____ 1. Is the candidate in academic good standing at his college or university? (Undergraduate Candidates Only)

_____ 2. Does the candidate understand and agree to pay on a timely basis all membership dues, fees, and costs; does the candidate understand and agree to all other obligations of the Chapter (participation requirements, etc.)?

_____ 3. Does the candidate have a history of leadership and involvement, which demonstrates that he will be an asset to IOTA and to his Chapter?

_____ 4. Is the candidate a graduate of a 4 year institution or three years in a professional field? (Alumni Candidates Only)

ALL MUST BE ANSWERED YES



Academics: (25 Points)A. GPA in High School: C. Rank in High School Class: (5) 4.0 – 3.5 (5) Top 10%(4) 3.4 – 3.0 (4) Top 20%(3) 2.9 – 2.6 (3) Top 30%(2) 2.5 – 2.2 (2) Top 40%(1) 2.1 – 2.0 (1) Top 50%Point Total: ________ Point Total: ________

B. SAT or ACT test scores: D. College GPA: (5) Above 1050 26 – 36 (5) 4.0 – 3.5(4) 1050 - 950 26 – 25 (4) 3.4 – 3.0(3) 949 - 850 24 – 22 (3) 2.9 – 2.6(2) 849 - 700 21 – 19 (2) 2.5 – 2.2Below 700 0 – 18 (1) 2.1 – 2.0Point Total: ________ Point Total: ________

E. Does he have potential for academic success? (Yes = 5 Points) Point Total: ________



Financial: (25 Points)Acknowledges requirements and can pay the Membership Fee and Annual Dues (Yes = 25

Points) Point Total: ________

Leadership Involvement: (25 Points)A. High School and Collegiate Involvement (5 Points Each)1) Sports 2) Music 3) Academic Teams 4) Student Councils 5) Other Point Total: _______

B. Other Involvement (10 Points Each)1) Youth Groups 2) Athletic Teams 3) Religious Activities 4) Scouting 5) Other Point Total:

_______Will Chapter Benefit by this Member? (30 Points) (5 Points for each Yes answer)A. _____ Socially with this Individual fit with the personality of the chapter members?B. _____ Based upon his background this Individual work as part of a team?C. _____ Does the Individual bring a skill set that will benefit the Chapter?D. _____ Does he show interest in other campus organizations?E. _____ Does this Individual embody the spirit needed to become a good Brother?F. _____ Is he a legacy?



Letters of Recommendation: (30 Points)A. Brother Letter _________• An excellent recommendation should get maximum points. A letter from a National Officer, Chapter

Polaris or Regional Leader should be weighted heavily. A letter from a non-financial member should be scored low in respect to the Brother not living up to his responsibility. A strong letter from an active member should be weighted accordingly.

B. Other Recommendation_______• A letter from a Pastor, Director or Mentor should be weighted heavily. A letter from an employer mid-

level weighting and a letter from someone with ties not associated with a program or services that has demonstrated leadership or a commitment to service should be lightly weighted.

Total Points ------ 145 Points Total Points: ________* The candidates must score a minimum of 110 points to be considered for membership Dispensation:_____ Candidate qualifies on points for membership_____ Candidate qualifies by vote of Chapter and Regional Leadership Team _____ Candidate does not meet the standard necessary for membership at this time


Structure Of Brotherhood Intake Process

Modular Program: Should be modified to suit school/chapter requirements with approval of the Regional Polaris (or his designee)

Segments: National and Chapter History, Centaur (Community Service Planning), Chapter Development, and Induction

Purpose: Development of well-rounded neophyte brothers in accordance with local laws, school requirements, and fraternity guidelines

Bottom Line: Develop plan for your chapter’s intake process and have it approved by your Regional Polaris (or his designee)


DAY 1:DAY 1: INDUCTION INDUCTION CEREMONYCEREMONY

DAY 2:DAY 2: NATIONAL NATIONAL HISTORY (1963-HISTORY (1963-1975)1975)

DAY 3:DAY 3:

NATIONAL NATIONAL HISTORY (1968-HISTORY (1968-1983)1983)

DAY 4: DAY 4:

NATIONAL NATIONAL HISTORY (1983-HISTORY (1983-PRESENT)PRESENT)

DAY 5:DAY 5:

TEST – NATIONAL TEST – NATIONAL HISTORY & HISTORY & SCHOLARSHIP SCHOLARSHIP ESSAYESSAY

DAY 6:DAY 6: CHAPTER CHAPTER HISTORY – HISTORY – FOUNDERSFOUNDERS

DAY 7:DAY 7: CHAPTER CHAPTER HISTORY IHISTORY I

DAY 8: DAY 8:

CHAPTER CHAPTER HISTORY IIHISTORY II

DAY 9:DAY 9: INTAKE INTAKE CLASS PROJECTSCLASS PROJECTS

DAY 10:DAY 10: TEST – TEST – CHAPTER HISTORY CHAPTER HISTORY & LEADERSHIP & LEADERSHIP ESSAYESSAY

DAY 11:DAY 11: PRINCIPLES OF A PRINCIPLES OF A CENTAUR; COMM. CENTAUR; COMM. SVC.– LEADERSHIPSVC.– LEADERSHIP

DAY 12:DAY 12:

STEP/SONG STEP/SONG CLINIC I, COMM. CLINIC I, COMM. SVC – SVC – SCHOLARSHIPSCHOLARSHIP

DAY 13:DAY 13:

STEP/SONG STEP/SONG CLINIC II, CLINIC II, COMM. SVC - COMM. SVC - CITIZENSHIP CITIZENSHIP

DAY 14: DAY 14:

COMM. SVC. - COMM. SVC. - FIDELITYFIDELITY

DAY 15:DAY 15: CENTAUR CENTAUR CEREMONY; COMM. CEREMONY; COMM. SVC – SVC – BROTHERHOOD, BROTHERHOOD, CITIZENSHIP ESSAYCITIZENSHIP ESSAY

DAY 16:DAY 16: CHAPTER CHAPTER OFFICERS; OFFICERS; PARLIAMENTARY PARLIAMENTARY PROCEDUREPROCEDURE

DAY 17:DAY 17: FINANCIAL FINANCIAL READINESS; READINESS; EVENT EVENT PLANNING IPLANNING I

DAY 18:DAY 18: CONDUCTING CONDUCTING MEETINGS; MEETINGS; EVENT EVENT PLANNING IIPLANNING II

DAY 19:DAY 19: INTAKE INTAKE CLASS PROJECTSCLASS PROJECTS

DAY 20:DAY 20: CHAPTER CHAPTER DEVELOPMENT DEVELOPMENT TEST; FIDELITY TEST; FIDELITY ESSAYESSAY

DAY 21:DAY 21: INTAKE INTAKE LINE PROJECTSLINE PROJECTS

DAY 22:DAY 22:

GRAD CHAPTER GRAD CHAPTER SYMPOSIUM ISYMPOSIUM I

DAY 23:DAY 23: GRAD GRAD CHAPTER CHAPTER SYMPOSIUM IISYMPOSIUM II

DAY 24:DAY 24: BROTHERHOOD BROTHERHOOD ESSAY; INTAKE ESSAY; INTAKE CLASS PROJECTS CLASS PROJECTS

DAY 25:DAY 25: COMPREHENSIVE COMPREHENSIVE FINAL EXAM; FINAL EXAM; GOING-OVER GOING-OVER CEREMONYCEREMONY


A Technique – “Writing Requirements”

See how your initiates communicate and think Allows for structure when time schedules limit number of sessions Examples of writing assignments

(Autobiographies, Reasons for Seeking Membership, Analysis of Fraternal Principles, Historical Figures and Symbology, etc.)

Way Ahead: Developing Electronic System for Capturing Intake Test and Essay Requirements Across Fraternity (Target Date: Summer Conference 2010)


A Technique – “Centaur Week”

Initiates should perform community service as part of intake process Communicate with chapter or regional community service coordinators for planning ideas Opportunities to learn fraternal songs and chantsWay Ahead: - Step Videos Online - Songs/Iota Chants MP3s Online - Best Practices Guide for Community Service (Target Date: Summer Conference 2010)


IOTA INTAKE WEBSITE www.iota-membership.org

National System of Record!

Obtain password per semester via State

Director

Keep copies/receipts of all submissions!


Have your initiates review the Initiation & Pledge, Non-Hazing Policy, Certification & Responsibility, and Non-Indemnification Form.

Once they have reviewed and understand the forms, have them enter their last name and last four of their SSN and click submit.


Have your initiates review the membership intake agreement.

Once they have reviewed and understand the form, have them enter the last name and last four of their SSN and click submit.


A Technique – “Ceremonies”

REHEARSALS, REHEARSALS, REHEARSALS!• Bad Trend: 1st Time Looking At Ceremony Guide is at the Ceremony

Invest in a “Chapter Ceremony Kit”: Blindfolds (Hoodwinks), Paddles, Candles, Wooden Shield, etc.Professionalism is essentialAppropriately attired (Brothers, Intakes: shirts & ties), sober, and respectful!Way Ahead: Intake Manual and Pocket Ceremony Guide (Target Date: Summer Conference 2010)


Post-Intake “…It Takes a Short Time to Pledge,

but a Lifetime to be a Brother…” Attendance at a Regional & National Meeting (membership cards)Line History & Updated Chapter History to Regional & Grand HistorianReceipt of Neophyte Member Items [handbook(s), membership certificate, lapel pin, chapter “P”, etc.]Adherence to neophyte training requirements as identified by the chapter and/or region


Responsibilities

BROTHERSAll conducting intake must be financial and in good standing All monies and electronic documents submitted promptly (before ANY intake activities begin)Conduct quality control and pre-intake certification with Regional PolariReport any violations of Fraternity (Hazing, Conduct) policiesMaintain contact with Regional OfficersRecruit “Quality” Brothers with potential of lifetime service to the fraternity INTAKEESAll monies and electronic documents submitted promptly (before ANY intake activities begin)Prepared to dedicate time and resourcesReport any violations of fraternity (Hazing) policyTalk with spouse(s) / significant other(s) about decision to initiate


Risk Management, Legal Liability, and Personal Accountability

“A Triangle of Responsibility”


Conversation Parameters

• Can’t change international policies here….– Appropriate forum is proposal presentations and voting at a

Conclave

• Must comply with Federal, State, and Local Laws.– Can’t serve alcohol to minors (under 21): Federal– Hazing is a crime – state laws and university regulations


What is Risk Management (RM)?

• Often, we think RM is about policies, rules, and things we CAN’T do

• However, RM is about what we can do – the process of taking smart steps to avoid exposures

• Focus and management of the risks that exist in an organization by virtue of the existence of the organization and its unique characteristics


Risk Management (RM) stated another way….

• The ability of an organization to recognize potential events that are likely to place the assets, integrity and credibility of an organization in jeopardy

• The ability to identify those potential events, monitor them and prevent them from jeopardizing the assets, integrity and credibility of the organization

• In fraternity and sororities, a major component of risk management is hazing!

• Good Resource: http://www.stophazing.org/


What does Risk Management Involve?

• Event Planning• Risk Reduction/Transfer• Education• Insurance


Why do we have Risk Management?

Protect assets:• People are our most important asset; and• Resources (money, property, real estate, etc)

allows the Fraternity to function effectively


Components of Our Risk Management Policy

• Hazing– Know fraternity, campus, local, and state policies; highest standard

prevails• Sexual Harassment/Abuse/Discrimination

– Includes date/gang rape and verbal harassment• Contractual and Financial

– Chapters cannot enter into financial agreements using the specific name of Iota Phi Theta

• Alcohol and Drugs (Substance Abuse) – Know fraternity, campus, local, and state policies; highest standard

prevails


Components of Our Risk Management Policy, con’t

• Personal Property– Use in fraternity activities strictly voluntary & sole responsibility of the owner

• Transportation Issues– Operate in accordance with (IAW) rental contract and local municipality rules

• General Health and Safety– Use Personal Protective Equipment (PPE) that is appropriate for said activity

• Advisors– Operate IAW policies of university or community organization that emplaces

them as advisors• Education

– Fraternity members train and certify on membership intake, crisis management, and risk management annually


What is Hazing?

• Hazing activities are defined as (but not limited to): Any action taken or situation created, intentionally, whether on or off fraternity premises or during fraternity functions, to produce mental or physical discomfort, embarrassment, harassment, or ridicule. Such activities may include but are not limited to the following: use of alcoholic beverages; paddling in any form; branding; creation of excessive fatigue, physical or psychological shocks; quests; treasure hunts; scavenger hunts, road trips; or any other such activities carried on in the name of the fraternity; wearing of public apparel which is conspicuous and not normally in good taste; engaging in public stunts and buffoonery; morally degrading or humiliating games and activities; and any other activities which are not consistent with fraternal law, ritual or policy or the regulations and policies of the educational institution and local, state and federal laws.

• Bottom Line: The legal definition covers a wide variety of ground. Stay current with National and University Risk Management Policies


Common definition of hazing

“Hazing” refers to any activity expected of

someone joining a group (or to maintain full status

in a group) that humiliates, degrades or risks

emotional and/or physical harm, regardless of the person's willingness to

participate.


Anti-Hazing Laws

• Anti-Hazing laws are laws that criminalize hazing behavior; or

• laws that make it easier to sue or impose civil liability on a person or entity who engages or members engage in hazing behavior.

• 44 States Have Anti-Hazing Laws– The 6 States Who Don’t: Alaska, Montana, South Dakota,

Hawaii, New Mexico, Wyoming


ANTI-HAZING LAWS OF

SELECTED STATES IN YOUR REGION


Maryland Hazing Law


• § 268H. Hazing students prohibited

(a) Haze defined. -- In this section "haze" means doing any act or causing any situation which recklessly or intentionally subjects a student to the risk of serious bodily injury for the purpose of initiation into a student organization of a school, college, or university.

(b) Violation constitutes misdemeanor; penalty. -- A person who hazes a student so as to cause serious bodily injury to the student at any school, college, or university is guilty of a misdemeanor and, on conviction, is subject to a fine of not more than $500, or imprisonment for not more than 6 months, or both.

(c) Consent of student not defense. -- The implied or expressed consent of a student to hazing may not be a defense under this section.


HAZING VIGNETTES


United States District Court, N.D. Illinois.

Donald EDWARDS, Plaintiff,

v.

KAPPA ALPHA PSI FRATERNITY, INC., Defendant.

No. 98 C 1755.


• *2 On July 18, 1996, Reeves instructed Edwards to round up the other five pledges and meet him in a park dressed in jeans, a white t-shirt, and black gym shoes. Reeves also told Edwards that each person was to bring $50 and give it to Reeves. When they met, Reeves punched Hawkins in the chest for wearing black boots instead of black gym shoes and hit Edwards because he was in charge of organizing the group. The six men then repeated an oath, and Reeves told them that they had become official pledges.


• The following day, Edwards went to Terry's apartment where Terry told Edwards that he suspected that they were being asked to do things that were not right. Terry than called his brother Patrick Terry (“Patrick”) who was a student at DePauw University and helped establish the undergraduate local chapter of Kappa Alpha Psi Fraternity at DePauw in 1993. Patrick informed Terry that pledging was illegal, that they must be going through an underground pledge process, that the only way to become a valid member was through the Intake Process, and that participation in any pledging activity would likely bar their chances of getting initiated. The six pledges then met and Terry explained what his brother had told him. Later that night, the six met Reeves behind the NIU nursing building. Terry informed Reeves that he was no longer going to continue in the pledge process and asked for his $50 back, which Reeves refused to return. Hawkins then told Reeves that he had some questions, but Reeves refused to answer any questions and said that whoever wanted to continue in the process was to meet behind the NIU engineering building. In addition to Terry, Hawkins and another pledge decided no longer to participate in the process. Edwards and two others decided to continue and met Reeves behind the engineering building. Edwards then raised concerns about what Terry's brother had said about the pledge process, and Reeves responded by labeling Terry's brother a liar and proceeded to paddle the three remaining pledges on the buttocks.


• Edwards claims that the next time he was in Reeves apartment, somebody put out a cigarette in Edwards' hand. The three pledges also traveled to other college towns and were paddled on the buttocks or face. Terry stated that after he quit the pledge process he saw Edwards with what appeared to be a black eye and a swollen lip. On August 14, 1996, Edwards and the two remaining pledges signed a lease with Reeves, Bland, and Williams and began living off campus together.


• On about August 20, 1996, Edwards was driving his girlfriend's car between DeKalb and Aurora, Illinois, and stopped on the interstate. A state trooper stopped to see if he needed assistance. The following day, Edwards went to the emergency room at Kishwaukee Hospital in DeKalb. Edwards told the emergency room physician that he had been involved in a car accident and hit his head against the side window and the steering wheel. The doctor determined that he had a small contusion on his skull. Edwards followed up at the NIU Health Clinic the next day because he noticed blood in his urine. An ultrasound of his kidneys revealed no evidence of damage or trauma to his kidneys, and Edwards experienced no further discoloration of his urine.


• *3 Some time during August 1996, Edwards called the National Organization in Philadelphia. The person at the National Office informed Edwards that the pledging process had been outlawed and that Edwards should contact either Larry McKenzie (“McKenzie”) who is head of the North Central Province, or Reginald Motley. By this time, Edwards was upset because he had been told that he was going to be made a member by a particular date, but that date had come and gone without his becoming a member of Epsilon Omicron.


• Kappa Alpha Psi was ordered to answer whether the national office was liable for the activities of the local Kappas.


Court of Special Appeals of Maryland.Jon-Mikael McKENZIE and Vaughn E. Green

v.STATE of Maryland.

No. 1075, Sept. Term, 1999.March 10, 2000.


• Fraternity member was convicted in the Circuit Court, Somerset County, Daniel M. Long, J., of hazing. Member appealed.

• THIEME, Judge.• This case arises from four criminal informations filed in the

Circuit Court for Somerset County on June 18, 1998, charging appellant Jon-Mikael McKenzie and his co-defendant Vaughn E. Green FN1 with **69 second degree assault, hazing, and reckless endangerment. In the first, McKenzie was charged with three offenses against Marques Polk; in the second, the named victim was Dwayne Motley. In the third and fourth, Green was charged in connection with offenses against the two named victims.


• McKenzie was a member of the Kappa Alpha Psi Fraternity at the University of Maryland Eastern Shore (UMES). The faculty advisor of this fraternity had informed McKenzie that the hazing of pledges was not permitted, and McKenzie had agreed in writing that he would not engage in hazing.


• Nevertheless, at an unofficial meeting of pledges on February 8, 1998, fraternity leaders told Marquez Polk and Dwayne Motley that they would be beaten as part of their initiation into the fraternity. If they did not agree to be hazed, they would not enjoy full membership privileges. Over the course of the next two months, the men were struck, spanked, slapped, kicked, paddled, and caned “enumerable times.” So severe were the beatings that the canes and paddles used often broke on the pledges, and the two named victims were rendered bloody on several occasions. McKenzie, among others, inflicted the beatings.


• As a result of the beatings, both Polk and Motley eventually were hospitalized, presenting two main medical conditions: i) subcutaneous bleeding in the buttocks, and ii) gangrene in the tissue of the buttocks. Without medical intervention, both conditions are potentially fatal. Both men underwent surgery, *130 during which physicians excised large amounts of tissue and performed skin grafts.


• A CASE ON WHAT HAPPENS WHEN MEMBERS ACCUSED OF HAZING ARE SUSPENDED INDEFINITELY…..


United States District Court,District of Columbia.

Joie JOLEVARE, et al., Plaintiffs,v.

ALPHA KAPPA ALPHA SORORITY, INC., Defendant.Civil Action No. 05-1982(RBW).

Nov. 9, 2007.


• Background: Sorority members who were suspended brought action against sorority,

• On September 9, 2002, two pledgees of a California chapter of AKA drowned in the waters of Dockweiler Beach in California during initiation activities. Def.'s Opp'n, Ex. 7 (Certification of Evelyn Sample-Oates) (“Sample-Oates Cert.”) ¶ 3. The families of the two AKA pledgees who drowned subsequently brought wrongful death lawsuits against AKA. Id.


• Id. at 9. In addition to the handbook's indication that hazing is strictly prohibited and will not be tolerated in any form by the organization, the handbook states that the sorority is authorized to conduct fact finding, make determinations, and implement disciplinary processes under its anti-hazing policy. Id.

• The Court DID NOT reinstate the AKA members…


Negligence

Components of Negligence:• Duty

– Example: Not provide alcohol to minors• Failure to perform duty

– Alcohol provided to minor• Injury resulting from failure to perform duty

– Minor gets alcohol poisoning


Claims

• Over 90% of claims involve alcohol• Risky behaviors that leave us most vulnerable to

insurance claims– Hazing– Alcohol

• After-effects– Higher insurance rates– Insurance Policy Changes (more/different rules)– More external (school/community) and internal

(fraternity) scrutiny


Examples of Claims

FACTS• Fraternity members fired a potato gun which struck the eye of

a student• Student filed suit against members• Individuals (including person that loaded gun, person that

fired gun, person that supplied the potato, and person that held gun) were found liable

• Payout: $500,000 combined– How much money did YOUR chapter bring in to IOTA this year?


Examples of Claims

FACTS• Seventeen year old girl served alcohol at chapter party.• Girl struck by drunk driver and killed after leaving party.• Girl had Blood Alcohol Content (BAC) between .08 and .10• Payout: $150,000 settlement + over $9,000 attorney fees

– How much money did YOUR chapter bring in to IOTA this year?


Examples of Claims

FACTS• Member died in chapter house after drinking alcohol

following induction ceremony.• Alcohol was supplied by the member’s big brother.• Member’s parent’s sued the fraternity.• After over two years of litigation, fraternity was found not

liable.• Payout: $200,000 in attorney fees and other expense

– How much money did YOUR chapter bring in to IOTA this year?• Bottom line: we CANNOT afford a lawsuit!


Tools that need to be in place to Support Change

• Consistent Policies• Education• Enforcement Mechanisms with due process• Accountability


Crisis Management

• Examples of such situations include, but are not limited to:– death or serious illness injury of a member, guest or membership

intake participant;– fire in the chapter House and or Fraternity Sponsored Event or other

property;– an injury or accident involving alcohol at social events;– an injury or accident involving a member and/or a non-member at or

during a chapter event or on chapter property;– the arrest of an initiated member.

• Bottom Line1. Use your chain of command immediately2. Bad News Doesn’t Get Better with Age


Crisis Management Procedures

1. Establish the chain of command– Chapter Polaris (or next senior chapter officer) take charge– Undergraduate Chapters: Immediately consult your Chapter Advisor (financial

member of neighboring alumni chapter)2. Seal and Control the Area

– Only chapter officers, advisors, and university officials should enter and leave until instructed otherwise by authorities

3. Emergency Calls (in order)– 911, University officials (if undergrad chapter), Chapter Advisor, State Director (who

will contact ARP/RP)– If you cannot reach anyone in chain, contact ARP/RP immediately

4. In consultation with regional and national office, communicate with outside agencies

5. When in doubt call your State Director, ARP, or RP immediately…Bad News Doesn’t Get Better with Age


CONCLUSION

Three annual components of training: Intake Programming, Crisis Management, and Risk ManagementIntent to produce brothers able to immediately move into positions of fraternal responsibilityRevising program to reflect membership requirements change Membership Development (Training and Education): Life Long Process


TESTING

Go to the following links and follow instructions as given for each module:Intake Training Module: http://www.surveymonkey.com/s.aspx?sm=KGQ6tAv2ifVpjsY7TqA4PA_3d_3dRisk Management Module:http://www.surveymonkey.com/s.aspx?sm=87GgPIpaaSA_2fHZiaxld50w_3d_3dCrisis Management Module:http://www.surveymonkey.com/s.aspx?sm=hakdyhoSfTQGFliug0qVSg_3d_3d

Once all three tests are completed, results will be sent electronically to the International OfficeBrothers who complete and pass all three modules will receive an intake certification email correspondence within 48 hours


QUESTIONS, COMMENTS, OR CONCERNS

Contact your Regional Training Coordinator who will connect you to me Email: [email protected] Phone: (410)514-5225, Extension 312

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