2011 annual report
DESCRIPTION
This is the 2011 Annual Report for Sigma Sigma Sigma National Sorority.TRANSCRIPT
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Dear Tri Sigma Sisters,On behalf of Executive Council, it is my honor to share with you the 2011 AnnualReport. This report describes the work completed by the Sorority during 2011. Asyou can see, our organization has a lot to be proud of!
The Annual Report allows us to take a look back, reflect and evaluate our accomplishments as well as offer a glimpse into our incredible future. I know thatour strategic direction will take our sisterhood in an innovative, character based direction. We’re continually looking for ways to change the world as Tri Sigmawomen, and we know that the five strategic focuses will help to position Tri Sigmaas fraternal game changers!
Our strategic direction has our staff and volunteers focusing on five key areas.Leadership, Communication, Growth, Character Education and Assessment will “direct our sails” as we move into the next phase of Tri Sigma.
The financial position of the Sorority continues to be solid, even in the midst ofeconomic uncertainty. Membership numbers and financial operations once againremained strong for 2011. We are pledging more than 2800 women a year, andour retention rate is more than 89%. We continue to work hard to engage ouralumnae and get them connected as well. We’re working to ensure your informa-tion in our database is accurate and reflects the full measure of the wonderfulalumnae who are initiated into our lifelong bond.
We care about connecting with all of our members, where they are, every day. Our social media outlets, including our blog, Twitter, LinkedIn, Flickr, Pinterest andFacebook accounts have continued to grow in popularity, and many members arefinding that this is a great way to stay connected to Tri Sigma. We will continue tokeep our members connected through many different means of communication.
I can’t begin to express enough thanks for all of your efforts that contribute to the growth and the strength of our organization. It is because of all of you thatTri Sigma is strong and will continue to remain a viable organization for years tocome. Thank you!
Sigma Love,
– KAYE SCHENDEL, ΓΦNational President
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O U R S T R AT E G I C C O M M I T M E N T S : A focus on Leadership,Communication, Growth, Character Education and Assessment
Our Strategic Direction
Our mission, vision and values underscore everything we do. We are an organizationfocused on innovative, values-congruent action that enhances the lives of morethan 100,000 members.
The Tri Sigma Mission Statement: To establish among its members a perpetualbond of friendship, to develop in them strong womanly character and to impressupon them high standards of conduct – in other words, Friendship, Character andConduct.
The Tri Sigma Vision Statement: Sigma Sigma Sigma will provide exceptional experiences that will empower women to change the world.
The Tri Sigma Values Statement: Sigma Sigma Sigma reaffirms its long standingcore values of wisdom, power, faith, hope and love.
This year, the Executive Council and staff partnered to develop a visionary framework for the next stage in our organizational direction. This will direct our activity for the next 5 years, and will shape our priorities, pursuits, and performance expectations.
LEADERSHIPProvide exceptional personal empowerment and leadership development forwomen that will lead to individual and organizational success.
COMMUNICATIONTo position Sigma Sigma Sigma National Sorority as a character and values-based,mission driven, innovative and progressive organization.
GROWTHPurposeful growth to provide for the long-term health and stability of the Organization.
CHARACTER EDUCATIONIntegrate an organizational framework of character education for values-based living.
ASSESSMENTCreate a culture of assessment within Tri Sigma that furthers our mission anddrives our decision making.
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2011 2010 2009 2008 2007
Total Collegiate Membership 6024 5711 5386 5146 5258# of Chapters 108 106 105 104 106Average Chapter Size 56 54 51 49 50
2011 2010 2009 2008
Total Alumnae Chapter Membership 2382 2257 2184 1982# of Chapters 95 90 92 98Average Chapter Size 25.1 25.1 23.7 20.2
Membership - Alumnae
Alumnae Notes:
• November 2011 we installed the Central Massachusetts Alumnae Chapter• As of January 2012, there are 32 locations where alumnae members have
expressed interest in starting an alumnae chapter.• A strategic goal has been updated to assess current alumnae chapter operations
in order to revise procedures and resources and meet the needs of our alumnae chapter members. The objective is for our alumnae chapters to provide an experience which is meaningful to their members, supports the mission of Tri Sigma and gives back to their local community.
Collegiate Notes:
• The number of new initiates in 2010/2011 was 2,770.• New Member retention is steady at 93% for 2010/2011.• Conducted an assessment to determine Tri Sigma’s current chapter niche.
The evaluation determined that: Tri Sigma is at our best and consistently performing (Recruitment, GPA, Retention, and Accreditation) in two key areas:
Conditions for Campus I (33 chapters in this area):• Average Chapter Size is 50-70 and CPH total is 40-80 • 4-8 other NPC Groups • An average of 4 CAB per chapter (or an average of 1:25 CAB to Student Ratio)• Other potential Factors:
- PSR chapters more consistently perform or are over total- Tri Sigma chapters who do spring recruitment have a higher % of total
Conditions for Campus II (7 chapters in this area):• Campus total of 100+ with UNIVERSITY PROVIDED HOUSING (4 groups with
chapter built free-standing housing = 80% of total while 4 groups with chapter floors provided by the university = 116% of total).
• An average of 7 CAB per chapter (for consistent performance)
Membership - Collegiate
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2011 2010 2009 2008 2007
Average GPA 3.033 3.0315 3.0295 3.002 2.993
Academic Excellence
6. Eta Theta..............3.4467. Eta Psi ....................3.668. Eta Eta ....................3.119. Epsilon Iota ............3.2310. Theta Gamma ........3.52
The top ten chapters for the last two recorded semesters are:
1. Epsilon Upsilon......3.372. Gamma Phi ............3.383. Eta Lambda............3.394. Gamma Xi ................3.45. Epsilon Delta..........3.44
2011 2010 2009 2008 2007
Accredited with Honors 49 46 55 55 52Accredited 23 24 5 2 11Non-Accredited 34 36 44 48 42
Accrediation
Performance by Accreditation Categories
Category 2010 2011
Recruitment 91% 91%
Alumnae Engagement 95% 96%
Panhellenic 98% 99%
Member Development &Living our Ritual 96% 99%
Philanthropy/Foundation 96% 94%
Financial Stability 97% 98%
Risk Reduction and Safety 97% 98%
Scholarship 97% 96%
Chapter Organization 95% 96%
OVERALL 96% 97%
FRIE
ND
SHIP
CH
AR
AC
TER
CO
ND
UC
T
“Reflect on the past and
the strong foundation upon
which we were built. Live
our values today and make
certain that we are uphold-
ing the standards of our
sisterhood and the reasons
that Sigma is so important
to us. And finally, look to the
future and think of the
possibilities. – KAYE SCHENDEL
National President
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Alumnae SupportRoyalties/
Chapter Supplies Insurance
Collegiate Support
34%
6%
16%
8%
13%
Member Support/Programs
Walton House
Management/General
Technology
Professional/Investment/Other
56%33%
3% 6%
2%
18%
Audited by BIK & Co, LLP
2010/2011 Income
Collegiate Support 866,771Alumnae Support 114,871Insurance 466,711Royalties/Chapter Supplies 154,585Conference 401,266Badges 198,586Investments/Grants/Other 335,643
2,538,433
2010/2011 Expenses
Member Support/Programs 1,262,682Walton House 53,240Management/General 756,928Technology 58,357Professional/Investment/Other 129,946
2,261,153
Fiscal Responsibility
Investments/Grants/Other
5%
Badges
Conference
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“The Character Counts™ Initiative will enhance the Tri Sigma experience
by making our members better people and by letting us share Character
Counts™! with the people we interact with and volunteer with.”
– JENNY POLLOCK
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• Launched a new Collegiate Resource Center in Sigma Connect which includes over 200 resources, educational tools, templates, or assessments to help chapters in all areas of chapter operations.
• Created a series of Collegiate Volunteer committees who worked with other chapters around the country on various topics to make recommendations to Executive Council. The work of 3 committees will be finalized and implemented in fall 2012 including changes in the Honor Council, Collegiate Elections process,and risk management policies.
• Tri Sigma celebrated the installation of the Theta Gamma and Theta Delta Chapters. The Alpha Delta Chapter was recolonized at Drexel University with an installation date of April 2012.
• Tri Sigma evaluated their collegiate billing and impacts the fees were having on recruitment and retention. A proposed plan was presented to collegiate chapters and sought their feedback and input. A vote was taken by the chapters and by an overwhelming majority, the plan was supported and will be implemented July 1, 2012. It allows for lower new member fees, payment plans for national fees, and the ability to electronically transfer money from a chapter’s BillHighway account to National Headquarters.
• We launched a Recruitment Toolkit to prepare our membership recruitment directors with a fun, assessment and needs focused resource platform, all of which is accessible on Sigma Connect.
Chapter Services Highlights
“Being a woman of character is anall the time experience.”
– LAURA WARD SWEETAlpha Sigma
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“By being a part of Tri Sigma, I have made a commitment to progressing
in my character education every day, sometimes small and sometimes on
a larger scale. If I'm trying to be the best sister I can be, I must also be
continuously work to have better character.” – BREANA BOYERAlpha Phi
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Extension of our Sisterhood
Alumnae Chapters
First State Delaware, DEMinot, NDCentral Massachusetts, MA
Collegiate Chapters
Theta Gamma McKendree University, Lebanon, IL
Theta Delta Lindenwood University, St. Charles, MO
Alpha Delta Drexel University, Philadelphia, PA (recolonization)
• Our Sigma Connect training platform has continued to grow to meet the needs and challenges of our members. The Officer and Chairman Training Program, which can be reviewed and completed on-line, offers new officers and chairmen information specific to their roles. The Triangle and Circle Sequences have added some fun, non-traditional learning options for our members.
• The Program Team, led by Emmy Smith, undertook a complete evaluation and update of the educational programs offered on Sigma Connect.
• Through our Character Initiative, Tri Sigma has strengthened our commitment to our roots, our heritage. We have incorporated into our strategic plan a number of initiatives related to character and character development of our members. We have a group of 24 members serving on an Advocate Team leading our character initiative and work with character education.
• Tri Sigma made a commitment to offer innovative, relevant leadership development opportunities and programming designed with a lifelong learningexperience in mind. But most of all, we are committed to developing character-driven leaders using our core values of wisdom, power, faith, hope and love.
The Labyrinth Leadership Experience, whichwas launched in June of 2012 is designed tobe a five-day intense leadership journey forour collegiate and alumnae members inWashington, D.C. and ending with a sojournto Walton House.
Our National Leadership Program Highlights
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Growth
Fall 2012 - University of Nevada, Las VegasFall 2013 - Grand Valley State University & Missouri State UniversityFall 2014 - University of Southern Indiana & University of Arkansas - Fort Smith
EXECUTIVE COUNCIL
Kaye Schendel ΓΦNational President
Bonnie Rainey ΑΣNational Treasurer
Bethany Deines ΒΚNational Vice President
Emily Ellis ΓΒNational Vice President
Elizabeth Hoffert ΒΞNational Vice President
Allison Swick-Duttine ΨNational Vice President
NATIONAL HEADQUARTERS STAFF
Marcia Cutter ΒΓExecutive Director
Lorin PhillipsΑΥAssistant Executive Director
Christina Smithhisler ΙΑDirector of Programs
Aimee Jensen Boland ΗΙDirector of Alumnae and Volunteer ServicesCori Wallace Delta GammaDirector of Marketing/Communications
Tiffany Fay ΑΧDirector of Chapter Services
Mary Kate Lobough ΑΨAssistant Director of Chapter ServicesLauren McHugh Alpha Xi DeltaAssistant Director of Colony and New Chapter Development
Margaret Fields ΑΥOffice ManagerKim Guinn ΑΥDistribution Assistant
Dianna Jett ΑΥCollegiate Membership Coordinator
Jessica Jett Lafollette ΙΑAlumnae Membership CoordinatorTracie RayAccountant
Theresa Taylor ΑΥDirector of Distribution
Veronica Atkins ΗΟRegional Consultant
Brittany Parrott ΕΦRegional Consultant
Justine Stein ΕΡRegional Consultant
Anne Strawbridge ΔΠRegional Consultant
ADMINISTRATION
Cara Luyster ΑΒFinancial Services Coordinator
Sarah Decker ΒΓFinancial Assistant
Gina Nabours ΑΥFinancial Assistant
Shannon Thomas ΑΠHousing Coordinator
Jennifer Van Matre ΒΒHousing Assistant
Stephanie Warren ΓΨHousing Assistant
Courtney Stone ΑΨMeeting Planner
Michelle Keller ΑΜMeeting Planner Assistant
Brenda Christie Lichtenegger ΑΙRisk Management Coordinator
Inez Fridley ΓΒWalton House Board Chairman
Pamela Hathaway ΓΒWalton House Board Member
Jeanne Johnson ΑΙWalton House Board Member
Deborah Riggan ΑΥWalton House Board Member
CHAPTER SERVICESRegional Support TeamAmber Cochran ΑΟChelsea Collins ΖΘKelli Cowart ΓΜDesiree Ellison ΖΠKatherine Finazzo ΑΥSara Greene ΔΨJocelyn Harper ΑΒHolly Jankovic ΑΨSheri Kennedy ΑΙElise Lavin ΜMegan Moore ΗΡDesiree Paulhamus ΑΟAmanda Sabia ΕΧMichelle Tantillo ΕΟAnna Todaro ΕΦSarah TurnerΑΑAmber Van Roekel ΗΚJacqueline Wise ΑΧKatherine Wolper ΖΑTalia Young ΑΝRebekka Zeigler ΗΙ
ALUMNAE AND VOLUNTEER SERVICES
Monica Cusick ΕΛVolunteer Recruitment Coordinator
Angela David ΑΧVolunteer Recruitment Coordinator
Kim Davids ΟVolunteer Recruitment Coordinator
Christi Jones-McNeill ΔΠVolunteer Recruitment Coordinator
Rebecca Sanford ΟVolunteer Recruitment Coordinator
Lori Schaefer ΒΠVolunteer Recruitment Coordinator
Brenda Ray ΑΨAlumnae Chapter Coordinator
Kara Rees ΒΓAlumnae Chapter Coordinator
Katie Wadington ΕΞAlumnae Chapter Coordinator
Kirsten Nicholas ΕΑAlumnae Initiate Program Assistant
Carolyn Wallisch ΙGolden Violet Coordinator
MARKETING AND COMMUNICATIONS
Carol Swango ΑΨArchivist
Kara Miller ΕΔExtension Coordinator
Mandy McGuire ΒΞAssistant Extension Coordinator
Celinda Miranda ΖΕExtension Team
Lauren Moran ΓΡExtension Team
Anna TodaroΕΦExtension Team
Amy Ward ΕΝExtension Team
Kellie Parker ΑΒWebmaster
Hillary Ashton ΖΒTriangle Editor-At-Large
Mandy Chocheles ΓΗTriangle Alumnae Editor
Sherri Ballard ΑΝTriangle Collegiate Editor
Emmy Smith ΕΠTriangle Features Editor
Jocelyn Harper ΑΒTriangle Copy Writer
Katie Wadington ΕΞTriangle Copy Writer
PROGRAMMING
Emmy Smith ΕΠPrograms and Research Coordinator
Suzan Bosarge ΓΜAwards Coordinator
Su-Lin Banks ΓΨRitual Coordinator
Lauren Moran ΓΡCharacter Counts! Coordinator
PANHELLENIC
Laura Sweet ΑΣNational Panhellenic Conference Delegate
Linda Manley-Kuitu ΕΡAlumnae Panhellenic Coordinator and Alternate Delegate
Linda Henderson ΔΨCollege Panhellenic Coordinator and Alternate Delegate
Natalie Averette ΓΒCollege Panhellenic Assistant and Alternate Delegate
Rebecca Calkins ΕΟCollege Panhellenic Assistant
Emily Ellis ΓΒCollege Panhellenic Assistant
Wendy Kirkpatrick ΑCollege Panhellenic Assistant
Kelly Jo Karnes ΠGovernmental Relations Coordinator
SIGMA SIGMA SIGMA FOUNDATION BOARD
Marie Beck ΒΥFoundation Board Chairman
Stephanie Strom ΒΙFoundation Board Vice Chairman
Leslie Brady ΔΠFoundation Board Secretary
Heather Mitchell ΕΞFoundation Board Treasurer
Foundation Board Member at LargeMaryellen Baxter ΒΚLinda Clayton ΟStephanie Corona ΟStephanie Everett ΕΘAngela Feldman ΒΓJeanMarie Komyathy ΓΚSuzanne McGlone ΓΜBeth Moore ΑΧAnn Rutkowski ΕΔTracy Sary ΓΒKatherine Scherping ΒΑ
SIGMA SIGMA SIGMA FOUNDATION STAFFNancy Craig Alpha PhiFoundation Executive DirectorNancy Benedict Alpha Omicron PiFoundation Associate Director of DevelopmentCynthia Harms ΑΕFoundation Development Officer-GOLD Program
Our Leadership9
Sigma Sigma Sigma National Headquarters
Mabel Lee Walton House225 North Muhlenberg StreetWoodstock, VA 22664email: [email protected]
This information contained herein is as of December 31, 2011