sife university of salford - team handbook 2009-10

8/8/2019 SIFE University of Salford - Team Handbook 2009-10

1/64

SIFE Team Handbook

2009-2010


2/64

1

Dear SIFE team members:For more than 10 years, Unilever has been a proud supporter o SIFE. We believe strongly in the impactthe organization continues to have in local communities and are proud o the accomplishments o yourpeers around the world.

As a company, Unilevers mission is to add Vitality to lie. We meet everyday needs or nutrition, hygieneand personal care with brands that help people look good, eel good and get more out o lie.

Over 160 million times a day, someone somewhere in the world reaches or a Unilever product. Wegenerate over $55 billion turnover worldwide and nearly $11 billion in the U.S. with recognized brandssuch as Axe, Lux, Rexona, Ponds, Omo, Ben & Jerrys, Bertolli, Becel, Breyers, Degree, Dove, Hellmanns,Lipton, Knorr, Skippy and Vaseline.

Look in your kitchen and on your bathroom shelvesyoull see us there!

Unilever has around 170,000 employees in over 100 countries around the world and we are committed togiving back to the communities and environments where we live and work. Through our partnerships withlocal governments and organizations we play an active role in society by making vital contributions thathelp improve daily living and strengthen local communities.

You and your SIFE teams share a similar mission, as you take what you are learning and use thisknowledge to help others build condence, enhance productivity and achieve their goals. Whether you workwith small business owners or grade school children, you are truly making an incredible impact and arehelping to create a better world or uture generations.

As you begin to organize your SIFE teams, develop educational projects and present the results incompetition, remember that you are developing invaluable teamwork, leadership, and communication skillswhich will set you apart and provide you with outstanding experiences you can apply in the uture.

On behal o Unilever, I want to wish you the best o luck with both your academic pursuits and your SIFEprogram activities. We look orward to seeing you at upcoming SIFE events and competitions.

Sincerely,

Art DrogueSenior Vice President, Americas Customer Development


3/64

2

Table o Contents

The SIFE Program . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Membership Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

SIFE Competition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

The SIFE Team . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

Developing a Mission Statement, Goals and Objectives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

Educational Outreach Projects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

Building a Sustainable Program . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

Preparing or the SIFE Competition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60


4/64

3

The SIFE Program


5/64

4

The Organization

SIFE is an international organization that brings together the top

leaders o today and tomorrow to create a better more sustainable

world through the positive power o business.

SIFEs worldwide network consists o university students,

academic proessionals and business leaders.

Working with leading corporate partners and member universities,

SIFE establishes student programs on campuses around the world.

With the support and encouragement o their aculty advisors and

a local business advisory board, SIFE students apply business

concepts to develop community outreach projects that improve the

quality o lie and standard o living or people in need.

SIFE teams projects address a variety o topics, such as market

economics, entrepreneurship, inancial literacy, personal success

skills, environmental sustainability and business ethics. Rather than

mandating a uniorm set o projects, teams are encouraged to work

within the ramework o these topics while adapting their approach

to the diverse needs o people in dierent communities. The result

is a program that is global in scope and purpose with the lexibility

and responsiveness o a community-based organization.

The culmination o the SIFE program is an annual series o

competitions that provides a orum or teams to present the

results o their projects, which are evaluated by business leaders

serving as judges. Teams compete irst at the regional and

national levels, then at the international level when the national

champion teams rom each country meet at the SIFE World Cup.

The connections made possible through the SIFE network

are beneiting individuals and communities around the world

while ostering an environment or personal and proessional

development among the participants. In addition to the

community aspect o the program, SIFEs leadership and career

initiatives are designed to create meaningul opportunities or

learning and exchange as well as the placement o students and

alumni with companies with SIFE partner companies.

The Individual SIFE TeamSIFE teams are organized on individual university campuses.

There are intentionally very ew rules or procedures established

by SIFE World Headquarters or how these teams should

be organized and structured. Rules can be ound in the

Membership Guidelines section. Questions a SIFE team may have

that are not addressed in that section are all let to the discretion

o the individual SIFE team to answer, with the help o their

Country Leader or Program Manager.

There are many ways to organize and operate a SIFE team. Each

college or university is as unique as the community it serves.

This lexibility allows each institution to structure its SIFE team

in a manner that best its its aculty, student and community

needs. Each SIFE team has complete reedom to adopt rules and

procedures to govern its own activities, beyond those outlined

in this handbook, as long as they are consistent with the SIFE

Membership Guidelines.

This same lexibility applies to each teams educational eorts.

The only parameters SIFE World Headquarters places on a teams

educational outreach programs is that they should be designed

to educate others about the six SIFE educational topics: market

economics, success skills, entrepreneurship, inancial literacy,

environmental sustainability, and business ethics. Beyond

this, questions as to how many projects teams choose to carry

out, which audiences they target, whether they design original

educational material or use pre-designed material, etc., are all let

to the discretion o each team.

A set o best practices and suggestions or building a quality

and sustainable SIFE team can be ound in this handbook. The

SIFE Program sta in each country is also available to meet teams

individually and can provide personal consultation to teams as

they organize and develop their educational outreach projects.


6/64

5

Membership Guidelines


7/64

6


The ollowing guidelines govern the activity and communication by

SIFE teams, SIFE aculty advisors, SIFE students, and any other

representatives o a SIFE team, while representing themselves as

oicial members o the SIFE network and while operating under

and with the use o the SIFE trademark.

EligibilityThe Board o Directors o each SIFE country, working within

parameters deined by the SIFE World Headquarters,

determines eligibility rules or individual institutions as well as

student and aculty participation.

The SIFE World Headquarters 501c (3) status as a non-proit

organization in the United States does not extend to

individual SIFE teams, nor are the teams allowed to use the

SIFE World Headquarters tax identiication number when

receiving contributions.

InstitutionsEach individual institution may have only one SIFE team.

Additionally, branches o a college or university may each have their

own teams as long as they are located on dierent campuses. It

must be noted that individual SIFE country operations may have

additional membership criteria which would be communicated to

teams where applicable. In these instances, each team must have a

dierent aculty advisor.

Some SIFE countries may require new teams to apply or

membership prior to being accepted as a member o the SIFE

Network. Please contact your Country Leader or Program Manager

to see i this process is applicable in your region.

Liability DisclaimerBy participating in the SIFE program or SIFE events, the

participating academic institutions, aculty advisors and team

participants acknowledge that SIFE is not responsible or

team projects, activities or events. Faculty advisors and team

participants will ollow the guidelines set orth in the SIFE Team

Handbook and their own institutional policies and regulations.

Travel to SIFE events is strictly at each participants own risk and

expense. SIFE shall not be liable or injury or loss o property

traveling to or during a SIFE event. Participating academic

institutions, Faculty advisors and team participants agree to

release, ully discharge, indemniy and hold harmless SIFE, its

ailiates, oicers, directors or representatives, rom any and all

liabilities, losses, claims, judgments, damages (whether direct or

indirect, consequential, incidental or special), expenses and costs

(including reasonable ees and expenses o counsel) that they may

suer or incur by reason o participating in any way in the SIFE

program or at a SIFE event.

Faculty AdvisorsIn order to be recognized by SIFE World Headquarters, each SIFE

team must have a aculty advisor. To qualiy as a aculty advisor,

candidates must be employed by the college or university they

represent. No restrictions are made as to the speciic nature o

the applicants role at the institution they represent. Each SIFE

team may have more than one aculty advisor. All aculty advisors

should be registered at www.sie.org or through the Active Team

Sheet (registration though the Active Team Sheet is a mandate or

all aculty advisors outside o the USA).


8/64

7

StudentsAny person oicially enrolled as a graduate or undergraduate

student at a college or university, whether ull or part-time, is

eligible to participate in SIFE. Students may only serve on the

SIFE team o the university at which they are enrolled. Students

who attend classes on more than one campus, or students enrolled

in both a two-year and our-year program (or other) at the same

time, may participate on more than one team, but are only

permitted to represent one team at competition.

Each individual SIFE team has complete authority to establish

restrictions or qualiications or membership beyond those

outlined above. To be recognized as an oicial and active SIFE

student participant by SIFE World Headquarters, students must

have invested a minimum o 10 hours and registered online

at www.sie.org or through the Active Team Sheet (registration

though the Active Team Sheet is a mandate or all students

outside o the USA).

AlumniTo be a member o the SIFE Alumni Network, an individual must

have been actively involved in SIFE while enrolled in college or

university and must have graduated rom the college or university

at which they were an active member o the SIFE team. Upon

graduation, registered SIFE team members can join the SIFE

Alumni Network by changing the status in their online SIFE

accounts rom student to alumnus or alumna.

Special Partnerships and OpportunitiesSIFE teams that are engaged in special partnerships and/or granted

opportunities to be involved in certain activities through the eorts

o the SIFE organization must adhere to the guidelines set orth in

the SIFE Team Special Partnership/Opportunity Agreement. Note

that special partnerships and opportunities include, but are not

limited to: eaturing teams and/or their projects in SIFE marketing

campaigns (including www.sie.org), internships, exchange

programs, scholarships, speaking engagements/presentations at

SIFE (or SIFE-ailiated) unctions/events, projects with or without

unding opportunities (e.g. research, national/international donor-

related, etc), and more. To review the ull terms and conditions o

this agreement, please reer to the sample document included on

page 14 o this handbook.



9/64

8

Code o Conduct

In the SIFE organization, where borders between countries are

becoming increasingly transparent, principles adhered to by

SIFE network participants are becoming the necessary criteria

or building a good reputation in the international business

community. The ollowing principles are the basis on which

ongoing quality relationships are ormed and maintained. This

Code o Conduct should be applied in good aith, with reasonable

business judgment, to enable SIFE to achieve its mission within

the ramework o the laws o each participating country. It applies

to all individuals participating in the SIFE network in any capacity

(including, but not limited to, SIFE employees, SIFE student team

members, SIFE aculty advisors, judges at SIFE competitions, and

members o the SIFE Board and Business Advisory Boards). These

individuals will be reerred to as network participants within this

Code o Conduct.

Key Belies Applicable to All ParticipantsSIFE expects all network participants to treat one another and

all people with dignity and constant respect. We will value the

dierences between diverse individuals rom around the world.

Abusive, harassing or oensive conduct is unacceptable, whether

verbal, physical or visual. This consideration would prohibit

any network participant at any time rom physically or verbally

abusing another person; rom speaking negatively about other

network members while representing themselves as an oicial

member o the network; rom using excessive proane language or

vulgar gestures; rom demeaning or belittling another person or

making derogatory comments about his or her race, sex, religion,

age, disability, national origin or sexual orientation; and rom

engaging in conduct intended, or so reckless as to be likely to

cause harm to another.

SIFE expects all participants to demonstrate honesty and integrity

in their statements and actions. All SIFE participants shall adhere

to the ideals o honesty, airness and doing the right thing

without compromise, even when circumstances make it diicult.

When speaking to the news media and in other public statements

and settings, participants may be viewed as spokespersons or the

SIFE organization. They should conduct themselves with respect

and dignity, and they should not demean the organization or other

network participants. I, in the context o public statements and

settings, participants wish to speak as private individuals, they

shall make clear their intention to do so.

Network participants should display and use the SIFE logo only

in accordance with SIFEs Trademark Guidelines and in a manner

appropriate to SIFEs vision and mission.

It is the personal responsibility o each individual working within

and through the network to observe high standards o business

and personal ethics in all dealings, whether inside or outside the

activities o the network.

SIFE seeks to be highly regarded around the world. We wish to

earn and preserve a good reputation by striving or excellence

in everything we do. As a participant in the SIFE network, your

actions are a relection o the SIFE worldwide organization

at all times.

Any member o the network who believes another member has

acted in violation o this code should report the violation in

writing to the President and CEO at SIFE World Headquarters. Any

complaint not iled in this manner will be disregarded.


10/64

9

Operating Under the SIFE trademark

The SIFE name is a trademark o the SIFE World Headquarters

and legally registered in each o the countries that operate a SIFE

national organization.

All oicially enrolled SIFE teams are authorized to use the

SIFE name and logo in association with their teams operational

activities and educational projects, within their home country, so

long as:

1. Those activities are consistent with SIFEs mission and oicial

code o conduct,

2. They never reproduce the SIFE name or logo without the

attachment o their own college or university name, and

3. They never alter, in any way, the oicial SIFE name and logo

and adhere to all other rules explained in the oicial SIFE

brand usage guidelines document.

Creating a Team LogoSIFE has developed an automated logo generator to help teams

easily create a logo that is consistent with the oicial SIFE brand

guidelines. The logo generator will allow you to produce both a

color and black and white version o the logo with your university

name listed below. A black and white example is shown below.

Using the Oicial SIFE TaglineThe oicial tagline or SIFE is:

A head for business. A heart for the world.

This tagline is also an oicially registered trademark o the SIFE

World Headquarters and we are currently in development o

guidelines or usage o the tagline by SIFE teams. Please note

that the logo generator does not provide an option to include a

tagline with the logo.

Brand GuidelinesThe SIFE brand usage guidelines reerenced above contain the

complete terms and conditions or use o the SIFE name and

logo by individual teams and countries. They deine the visual

and verbal elements that make up the SIFE brand including

explanations, guidelines and examples o how to produce

proessional and correct SIFE branded communications and

marketing materials.

To download and review the SIFE Brand Usage Guidelines, please

ollow these steps:

1. Go to sie.org

2. Log in using your Username and Password

3. On the let-hand menu, select SIFE Resources

4. Under SIFE Resources, select Brand Guidelines

5. Click on the Style Guidelink to review the Brand

Usage Guidelines


11/64

10

Representation as Memberso the SIFE NetworkSIFE teams should be aware that unless they receive

express permission to do so, they are not authorized

to speak on behal o or otherwise represent any SIFE

national organization or the SIFE World Headquarters.

In communication within the SIFE network or to outside

interested constituencies, SIFE teams are expected to

make absolutely clear that they represent only the SIFE

team o their particular institution.

Operating Under the SIFE TrademarkOutside Your Home CountrySIFE teams are authorized to conduct educational outreach

projects using the SIFE trademark in their home countries. They

are also extended authorization to use the SIFE name and logo

while conducting educational outreach projects in countries

outside their home country that have oicially established SIFE

national organizations, so long as they:

1. Follow the same trademark guidelines outlined in this section.

2. Inorm their Country Leader or Program Manager via email o

their intention to go abroad. There is no ormal registration

process, but teams should know that their Country Leader/

Program Manager is a resource and can provide guidance/

advice on appropriately conducting projects abroad. Teams

will also be required to report their international activities at

the end o the year on the SIFE Team Data Sheet

Due to legal or organizational considerations, there may be

occasions when teams are asked to suspend the use o the SIFE

trademark while operating in one o these countries. In those

cases, the team would still be able to continue their educational

projects but would simply not be able to represent those activities

in the country as being conducted by an oicial member o the

SIFE network or to use the SIFE trademark.

SIFE teams are not authorized to use the SIFE trademark or

represent themselves as approved members o the SIFE network

in any county outside their home country that does not have an

oicially established SIFE national organization. Requests or

exceptions to this rule may be made to SIFE World Headquarters.

The license herein granted to SIFE aculty advisors, student

team members shall not be exclusive, and SIFE aculty

advisors and student team members hereby recognize that SIFE

World Headquarters may license the marks to other persons or

individuals now and in the uture. This license may be terminated

at any time and or any reason, including the violation o the terms

and conditions o participating in the SIFE organization. Any person

known to be using SIFEs trademarks while not ailiated with SIFE

or who is using these marks in violation o this document should be

reported to SIFE World Headquarters immediately.

A list o countries with oicial SIFE national organizations can be

ound at www.sie.org.


12/64

11

Contacting Other Members o the Network

SIFE Board MembersMembers o the SIFE World Headquarters Board o Directors are

enthusiastic advocates or SIFE and contribute a great deal o their

personal time and energy on behal o the worldwide organization.

Based on their own schedule and resources, every Board Member

has communicated to the SIFE World Headquarters the manner in

which they believe they can best serve the organization as well as

protocols or how and/or i members o the network should direct

unsolicited communications to them. Please contact the SIFE

World Headquarters or these protocols.

Any SIFE team wishing to make contact with a SIFE World

Headquarters Board Member on behal o its team or members

must adhere to these protocols, unless that Board Member

communicates other instructions to the team individually. This

restriction includes solicitations or employment, requests or the

board member to participate in an educational project or team

activity and sponsorship opportunities.

SIFE World Headquarters Board Members serve as the oicial

representative to SIFE o their organization. In addition to protocols

or communication to individual Board Members, each Board

Member has identiied similar protocols or contact by members o

the network to any individual or department o their organization.

SIFE teams are expected to review and adhere to these protocols

when making contact with any o these companies.

These same rules apply or contacting members o each SIFE

national organizations Board o Directors and their respective

organizations unless otherwise communicated to the network

members within that country. Contact the appropriate national

SIFE organization or each communication protocol.

SIFE StaMembers o the SIFE World Headquarters sta and each

individual country organizations sta are dedicated to serving the

needs and interests o the networks members. In all countries,

there is a sta member assigned as the primary contact person or

each individual team and its members. This could be the Country

Leader or Program Manager. SIFE teams are strongly encouraged

to direct all communications to this person. I contact with other

sta members o that country or the SIFE World Headquarters is

necessary, the contact person will acilitate that communication.

SIFE TeamsOne o the beneits o SIFEs recent growth and global expansion

is the opportunity or networking and collaboration among members

o the network. SIFE teams are strongly encouraged to engage

in sharing and exchanges with other teams. However, the SIFE

World Headquarters and the leadership o each SIFE country

organization treat the privacy o their advisors and student members

very seriously. Inormation about SIFEs privacy policy can be ound

on the SIFE website. This contact inormation is the property o

each respective national SIFE organization and the SIFE World

Headquarters and will not be provided to other SIFE aculty

advisors or team members.

SIFE teams who wish to make contact with other teams have the

opportunity or networking and introduction at SIFE competitions

and training events. See your Country Leader or Program Manager

or help in contacting other SIFE teams.


13/64

12

Participation at SIFE Events Soliciting Network Membership

rom Institutions

Oicial SIFE events, including all regional/national competitions

and the SIFE World Cup, are not open to the public. An invitation

is required, even or members o the SIFE network, to attend

any oicial event. Invitations may only be extended by sta

members o the SIFE World Headquarters or an individual

national SIFE organization. Any guest registered by a SIFE team

is subject to approval by the SIFE country organization or SIFE

World Headquarters.

SIFE teams that wish to organize events in the same metropolitan

statistical area (MSA) at any time during or three days prior

to and ater an oicial event organized by the SIFE World

Headquarters or any national SIFE organization must adhere to

the ollowing guidelines:

TheSIFEteammaynotofferinvitationsforitsmeeting

to any oicial SIFE event attendee or group o attendees,

other than their own team members, during a time that

the attendee(s) has been invited to or is scheduled to

participate in any part o the oicial SIFE event.

MembersorconstituentsoftheSIFEteammaynotsolicit

inancial support rom any individual that is an oicial

guest o the SIFE World Headquarters or any national

SIFE organization.

The SIFE team will notiy the SIFE World Headquarters or

national SIFE organization in advance o their meeting

plans and invitation list.

The SIFE team will not promote or respond to inquiries

rom any member o the media in the MSA (see above).

The SIFE team will not report any details o its meeting, activity,

project, etc., during any oicial SIFE competitive event.

Much o SIFEs growth in membership within colleges and

universities is directly attributed to the work o members o

veteran SIFE teams in recruiting and then mentoring teams at new

institutions. SIFE World Headquarters thanks these teams

and challenges all members o the network to continue to identiy

and help recruit potential new members. As SIFE teams serve in this

capacity within their home countries, they should be aware o the

ollowing guidelines:

1. Teams are encouraged to coordinate their activities with the sta

o their national SIFE organization.

2. Teams are not authorized to actually extend membership to

any other institution. Prospective colleges and universities

must submit an application to their countrys national SIFE

organization, which based on that countrys speciic eligibility

rules, will then make a decision as to whether or not to accept

that application.

When attempting to discuss membership opportunities or assist

with the organization o a SIFE team at institutions outside its home

country, a SIFE team must irst receive approval to do so rom the

sta o that countrys SIFE national organization.

Unortunately, or many legal reasons, we cannot extend membership

in the SIFE network to institutions in countries that do not currently

have a national SIFE organization in place. It is perectly appropriate

or SIFE teams to conduct educational outreach projects in such

countries and to collaborate with college/university students rom

that country. However, as described under the previous Trademark

Section, they are not authorized to represent themselves as

members o the network or use the SIFE trademark.

Furthermore, i partnering with another college/university, they may

not in any manner promote SIFE network membership opportunities,

distribute oicial SIFE material or initiate organizational activities

at the institution. Any SIFE aculty advisor or student team member

who believes they have identiied prospective network member

institutions in such a country should contact the SIFE World

Headquarters International Department at [email protected]


14/64

13

SIFE teams are strongly encouraged to seek coverage o their

educational outreach projects and team activities by local,

regional and national media outlets. They are urther encouraged

to reer to and to use the media tools and templates available

in team training materials, to include their institutions

administration in their eorts, and whenever needed, to seek the

advice and support o the SIFE sta.

The SIFE World Headquarters and each national SIFE organization

are also aggressively pursuing media opportunities. As SIFE World

Headquarters and national SIFE organizations build relationships

with the media to advance the mission o all SIFE teams around

the world, it is important that a consistent message is being

relayed. To avoid conlict, dilution or over-saturation o that

message, there will be occasions when SIFE World Headquarters

or the sta o a speciic national SIFE organization will need to

limit and/or control communication to a particular media outlet.

In accordance with the SIFE trademark guidelines, please be

sure to attach your teams name to any occurrence o the word

SIFE in all press releases and other documentation when

reerring to initiatives that are speciic to your team and not to

the overall SIFE organization.

Any SIFE team ound in violation o these membership

guidelines may be denied the opportunity to participate in

SIFE competitive events or a deined period o time, have

its authorization to use the SIFE trademark in any manner

temporarily suspended, have membership within the network

permanently terminated, or be subject to some other action

as deemed appropriate by the SIFE World Headquarters

Board o Directors or the board o its individual national

SIFE organization.

Working with Members Violations

o the Media


15/64

14

SAMP

LE

The participating SIFE team hereby conirms that it has read, understood and agreedto the ollowing guidelines:

1. The SIFE organization has the right to select any team (or its student/aculty members) or a special partnership/opportunity without

having to disclose the reason(s) or its selection. Special partnerships/opportunities include, but are not limited to: eaturing teams

and/or their projects in SIFE marketing campaigns (including www.sie.org), internships, exchange programs, scholarships, speaking

engagements/presentations at SIFE (or SIFE-ailiated) unctions/events, projects with or without unding opportunities (e.g. research,

national/international donor-related, etc), and more.

2. The SIFE organization and/or its partners may use inormation, pictures or products rom our team and/or our projects in its reports and

marketing materials/campaigns.

3. A special partnership/opportunity does not, in any way, imply that the SIFE organization is endorsing, avoring and/or providing

preerential treatment o our SIFE team or its projects over those o others.

4. Our SIFE team is not allowed to include inormation on this special partnership as part o our teams presentation (typed or verbal) at

any competitive event organized by the SIFE organization, without prior written permission rom a SIFE Director-level (or above) sta

representative. Should we choose to present it at a non-competitive SIFE event, we must make it crystal clear that it is an initiative/

opportunity oered by the SIFE organization and not the result o our eorts as a team.

5. This partnership/opportunity is not guaranteed and does not in any way aect (positively or negatively) the evaluation and results at SIFE

competitions.

6. To eectively execute on all expectations and truthully disclose all inormation requested by the SIFE organization in meeting the

requirements and obligations o this special partnership/opportunity and to do so in a timely manner.

7. This special partnership/opportunity is coordinated by the SIFE organization which maintains ull and unequivocal authority. The SIFE

organization thereby reserves the right to change the terms o this partnership/opportunity and/or revoke/terminate it or any reason and at

anytime.

8. The SIFE organization may take appropriate disciplinary action(s) should any o the above terms and conditions be violated.

Special Partnership/Opportunity Description:

Depending on the initiative/opportunity, this document may be slightly modiied by the SIFE organization to meet speciic guidelines.

Additional documentation and/or signatures may be required. Please contact your Country Leader or Program Manager or more details.

SIFE Team Special Partnership/Opportunity

Terms & Conditions Agreement


16/64

15

SIFE Competition


17/64

16

Overall Competition Judging Criteria

Total 140 points

MaximumPoint Value

How eectively did the SIFE team measure and demonstrate that itcreated economic opportunity by helping others:

1. Understand how a market based economic system operates?

2. Acquire the education and skills training needed to succeed in a dynamic,

competitive global economy?

3. Learn how to succeed as an entrepreneur and/or improve an existing

business?

4. Develop the personal inancial management skills necessary to achieve

inancial independence?

5. Make environmentally sustainable personal and business decisions?

6. Understand that the long-term success and prosperity o a market

economy, businesses and individuals are dependent on ethical business

practices?

7. How successully did the team develop and execute a strategy toensure the long-term sustainability o their team and educationalprograms?

20

20

20

20

20

20

20


18/64

17

Competition Format & Rules

Mandatory ReportsIt is important or teams to understand the rules and prerequisites or

participating at a SIFE competitive event. Each competing team is

required to submit the ollowing 4 reports in order to compete:

AnnualReport

ProjectVerificationForm(seesampleonpage22)

TeamDataSheet(seesampleonpages24)

Active Team Sheet (see sample on page 25) Note that this

report is applicable to ALL teams except SIFE USA teams)

OnlyActiveTeamandTeamDataSheetsaremandatory

online submissions (exceptions must be pre-approved by

the SIFE national organization).

Annual Report- This mandatory report must be typed in alegible ont-size and should provide an overview o the teams

eorts, results and achievements. It may also include inormation

on uture plans or growth and expansion. Annual reports are

limited to the dimensions noted below, but can be bound or

olded in any manner:

1. Four single sheets o 8 X 11 or A4 size paper with

print only on one side o each sheet.

2. Two single sheets o 8 X 11 or A4 size paper with

print on both sides o each sheet.

3. One sheet o 11 X 17 or A3 size paper with print

on both sides.

I a team uses a cover or back page, it will count as one o

those pages. Teams should not use olders, report covers, etc. in

conjunction with their annual reports. Annual reports are distributed

to the judges during the set-up period as outlined in the Live

Presentation section o this handbook. Teams will be notiied in

advance o the number o annual reports they are required to bring

to regional, national and SIFE World Cup competitions. For samples

o annual reports please visit www.sie.org.

Project Veriication Form - Every team must request that

their aculty advisor, one student and one administrator (e.g. dean,

department chair or institution president) review their annual report and

sign the Project Veriication Form. I a teams aculty advisor is also an

administrator, the orm must be signed by another administrator. The

Project Veriication Form is to be submitted only once per year and

serves as an internal audit o projects and activities at all levels o SIFE

competition: regional, national, continental and at the SIFE World Cup.

Team Data Sheet- This report provides key inormation on theteam and its activities in the SIFE program year. Although the

inormation submitted is used by SIFE World Headquarters and will

not be shared with judges as part o the evaluation at any competitive

event, it must be completed and submitted online by each active

SIFE team prior to competing at a regional/national competition.

Active Team Sheet - Every active team (with the exception o

SIFE USA teams) must submit this orm prior to the regional/national

competition. This report must be illed out thoroughly and must

contain the names o all Faculty Advisors and active students.

Additional MaterialsNo documentation, materials, gits or other handouts may be

given to any judges beore the champion team is oicially

announced with the exceptions o the teams annual report and a

Team Bio, which provides a brie biography o each team member

or possible recruiting purposes. These Team Bios may not exceed

ive pages (10 total i it is ront and back). The team bios may not

be placed inside the annual reports. They must be distributed to

judges as a separate document.

Teams are permitted to showcase, rom the stage, project-related

materials to judges so long as they are not considered oensive or

would cause any sort o controversy.

Pre-ScreeningAll competing teams will be required to pass through a pre-screening

process beore being cleared or registration. The pre-screening will

include review o their Annual Report, Team Bio and any project-

related materials the team wishes to showcase, as well as conirming

that all mandatory reports have been submitted accurately.

Special Partnerships and OpportunitiesTeams who have been engaged in special partnerships or

opportunities through SIFE WHQ and/or any o its country oices

should ensure that they adhere to the agreement related to such

initiatives. Please reer to page 7 o this handbook or more details.


19/64


20/64

19

Understanding the Judging ProcessSIFE believes that the more knowledge teams have o their points

o evaluation and the scoring process, the better-prepared and

successul they can be. In an eort to provide insight on this, the

ollowing illustrates an outline o SIFEs judging process at all

competitions:

1. Judges are taken through an in-depth orientation process, during

which they are introduced to SIFEs overall program and trained

on how to best evaluate the competing teams in-line with the

pre-deined judging criteria. The judge orientation video used

as part o this process can be viewed at www.sie.org. Please

contact your Country Leader or Program Manager or its location

on the SIFE website. Faculty Advisors are welcome to attend the

judge orientation session as observers.

2. Each judge agrees to the Judges Oath, committing to providing

air and quality assessments o the teams overall programs (see

page 24 or a copy o the Judges Oath)

3. During each presentation, judges will assess the quality and

sustainability o the SIFE teams initiatives and its impact in

relation to the SIFE criteria, using the Individual Team Evaluation

(ITE) Sheet to take notes and assign scores. The ITE Sheet

is used as the key assessment tool during presentations and

also serves as the primary orm o eedback to teams on their

perormance (see page 25 or sample o the ITE Sheet).

4. Judges use the Cumulative Score Sheet (CSS) to actually assign

scores to teams which then serve as the guide and key deciding

actor in making their inal decisions on rankings (see page 27

or sample o the CSS).

5. One or more veteran judges serve as the League Coordinator and

acilitate the competition process in the room, ensuring that the

team presentations begin on time and that all judges are on-track

and present or all the presentations (in order or their votes to

count during the scoring process).

6. At the conclusion o the last presentation, judges then cast their

votes based on their rankings on the Cumulative Score Sheet (not

total scores) or competing teams. Individual votes per team and

per placement are then counted and mathematically tabulated to

arrive at the winning teams. This tabulation process is annually

reviewed and endorsed by KPMG.

Level o Impact

Judges use the Level o Impact descriptions (listed below) as a

tool in making better evaluations o the teams programs through

the ITE Sheet. Please note that the Level o Impact scale is

not mandated by SIFE nor is it part o the criteria. It is simply

a resource and guide. Though we expect judges to score teams

based on the range selected rom the Overall Rating Scale o the

Individual Team Evaluation Sheet, do note that their inal ranking

is ultimately their decision to make.

Poor (equivalent to low impact): Project(s) activities satisactorily

completed, but had little eect on changing or improving lives

Average(equivalenttomediumimpact):Project(s)gave

criterion/issue public attention, gained support and participation

o key stakeholders; endorsements/testimonials set orth

Good(equivalenttohighimpact):Project(s)advocatedthe

passage o signiicant, sustainable change in target audience,

attention/support around project clearly advanced, key

stakeholders strongly inluenced

Outstanding(equivalenttoexceptionalimpact):Project(s)

clearly provided evidence o systematic/habitual, long-term

change that has signiicantly improved lives o target audience

members, has proven sustainable or multiple years, and has

urther solidiied commitments rom key stakeholders

Note: Each level is contingent upon meeting requirements

described in prior level

Important Notes Thescoringprocessisaclosedsessionopenonlytojudges

and led by the trained League Coordinator and/or SIFE

sta member.

Judgesarenotpermittedtoconsultwithoneanotheror

inluence the votes o others. Neither are they permitted to hold

discussions or consult with SIFE sta.

Althoughteamswillbeassessedandscoredontheirprograms

and not presentations, SIFE does permit judges to oer

eedback on annual reports and audio-visual presentations

However, no point value is awarded or the latter.

AllvotingresultsarereviewedandverifiedbySIFEstaffwho

use an oicial scoring process and Score Veriication Sheet

provided by SIFE World Headquarters.


21/64

20

The ollowing are simple guidelines to be used when

evaluating the impact o educational outreach projects. I a team

develops a lesson plan or young children and presents it to

eight classes, they have not completed eight projects. They have

presented one project eight times.

Example or counting hours o involvement: John and Maria each

worked ten hours on Project X (a total o 20 hours o student

involvement). Tom worked eight hours and Jane worked six hours

on the same project (a total o 14 hours o student involvement).

Total hours o student involvement on Project X is 34 hours. This

team would report a total o 4 students involved and 34 hours o

student involvement or Project X.

SIFE encourages all teams to be clear in explaining

the teams role in each activity in the annual report

and presentation.

The ollowing language should be used by SIFE teams to

measure media impact:

ReachFor broadcast media, reach is the estimated number o

unduplicated or dierent households or persons who viewed a

speciic station at least once or ive minutes during the average

week or the reported period o time. For print media, this is

number o people who read the publication.

FrequencyThe average number o times the unduplicated viewers (or

readers) will be exposed to the schedule o spots.

Gross ImpressionsThe average number o persons who view (or read) at the time

the spot is run, multiplied by the number o times the spot or

program is run.

(Reach x Frequency = Gross Impressions)

Student and Team Registration RequirementAny student who attends a SIFE competition at any level must

be a registered student through the online registration process

available at www.sie.org or through the Active Team Sheet (the

latter is or all teams outside o the USA). Please also note that

some countries have an application and registration process or

their competitive events. It is the teams responsibility to contact

their Country Leader or Program Manager or clariication on this

additional process i it is applicable in the country.

Room Set-Up and EquipmentSIFE will provide the ollowing equipment in each presentation room:

1. One eight-oot or larger screen

2. One extension cord

SIFE is not required to provide other equipment o any kind, such

as computers, slide projectors, monitors, TVs, DVD players, carts,

tables, etc. It is the sole responsibility o each team to secure the

use o any other equipment.

In the event that the SIFE organization provides equipment (e.g.

projector, laptop, sound ampliier, etc) or teams to use during their

presentations, the use o such equipment is strictly optional. Should

there be any technical issues/ailures, the SIFE organization will not

be responsible or its eect on the presentation, competition outcome

or any costs that may be incurred as a result o damaged equipment.The SIFE team bears ull responsibility and is thereore encouraged to

provide and use its own equipment.

Details about the speciic room set-up, plus any event-speciic

guidelines or restrictions related to your countrys regional/nationa

competition as well as the SIFE World Cup will be provided in

advance o the event.

Reporting Projects Media Language


22/64

21

Equipment FailureI a teams presentation equipment ceases to operate because

o a power ailure in the competition acility, the competition will be

halted until the problem is corrected. I the electronic equipment

the team brings into the competition room ails, the time will

continue to count down rom the presentation time block.

Competition Room AccessCompetition rooms are open to all registered attendees. SIFE

teams and visitors are invited to watch other teams present, but

they are asked to enter and leave rooms only during the set-up

period and breaks. No one (except members o media and SIFE

sta) may exit the room during the presentations or Question and

Answer period. The area behind the judges is considered public

domain. Doors to the competition room must remain unlocked and

clear at all times to provide access to SIFE sta.

Video/Copying PolicyBy participating in any SIFE-sponsored event, each team

grants SIFE World Headquarters the right and permission to

document and publicize or otherwise utilize its annual report,

audio-visual presentation and outreach projects or illustration,

advertising, training or any other lawul purpose.

SIFE teams may record the presentations o other teams at

SIFE competitions under the ollowing conditions:

1. No lights are to interere with or inhibit the presenting team.

2. The team videotaping should be courteous and cause the

least amount o distraction possible to the presenting team,

including no rewinding or ast orwarding o tapes or making

any other distracting noises during the presentation.

3. Set-up must be behind judge and audience seating.

4. No video ootages and photos taken at SIFE events

should be used inappropriately. Teams may treat these as

resources so long as they are used with respect or the

people being videotaped and photographed.

Media PolicyThe oicial SIFE photographer and videographer and members o

the mass media approved by SIFE have ull access to all

presentation rooms at any time. This includes the use o lights

and necessary equipment. All teams should be prepared or the

possibility o members o the media taping or taking pictures o

their presentations.

MisbehaviorBehavior that is inconsistent with the SIFE Code o Conduct and

deames the proile o a SIFE student and as a result, the SIFE

organization, is unacceptable. Each national SIFE organization

reserves the right to determine what unacceptable behavior is,

but it should be noted that this includes, but is not limited to:

use o oul language, physical battery, intoxication, harassment,

deaming other teams/judges/attendees/hotel sta, tampering

with and/or destruction o venue or SIFE property, etc. The

student and/or team involved in such negative activities may

be disqualiied/suspended/expelled rom participation at that

particular event or the overall SIFE program. The SIFE national

oice will determine the speciic penalty or each action on a case

by case basis and an oicial letter may be sent to the institutiona

administrator(s), notiying them o the incident and requesting

their assistance in ensuring that it does not reoccur.

ObserversUpon approval rom the organization, non-competing SIFE teams

are invited to attend any SIFE Regional Competition, SIFE National

Competition and the SIFE World Cup as observers. Registration

is required. Please contact your Country Leader or Program

Manager or inormation on how to register.

By attending SIFE events, attendees consent and grant SIFE the right to ilm, video, record, or photograph

him/her during the course o the event. Attendees grant permission to SIFE and its agents, employees andailiated organizations, to use the media taken o me or use in SIFE publications such as recruiting brochures,newsletters, and magazines, and to use such media in electronic versions on web sites or other electronic orm ormedia, and to oer them or use or distribution in other non-SIFE publications, electronic or otherwise, withoutnotiying me. Attendees hereby waive any right to inspect or approve the inished photographs or printed orelectronic matter that may be used in conjunction with them now or in the uture, whether that use is known tome or unknown, and attendees waive any right to royalties or other compensation arising rom or related to theuse o the media. Membership in SIFE means that you are giving permission or your inormation to be used andcommunicated (registered on sie.org or through online active team sheet & data sheet).


23/64

22

SAMP

LE

Annual Report

Project Verifcation Form

SIFE ___________________________________, hereby confrms that all projects(Clearly Print Full Name of Institution)

presented are legitimate and were implemented as stated in its Annual Report.

By appending our signatures to this orm we acknowledge and agree that:

Falsely,consciously&deliberatelyover-statingthereach,impactand/orqualitative/quantitativeresultsofanyprojectis

an oence.

Itisanoffencetoplagiarize,claimorpresentaprojectthatourteamdidnotimplementordidnotcontributeto.

Withregardstocontinuingprojects,wewillindicateinouraudiovisualpresentationandannualreportthespecic

activities undertaken within the current program year, thereby clearly dierentiating actions taken this year rom those

o previous years.

WewillprovideanyadditionalinformationandsupportdocumentationaboutourprojectsuponrequestbytheSIFE

oce.

AnnualReportshavebeenreviewedbytheTeamPresident,FacultyAdvisorandanInstitutionalAdministrator.

WewillmakeavailablethestipulatednumberofcopiesofourannualreporttotheSIFEofceandcomplywiththe

submission o all mandatory reports by the competition date.

ThisformappliestoAnnualReportspresentedthisyearatalllevelsofSIFEcompetitions,includingregional,national,

continental, and the SIFE World Cup.

We recognize that appropriate disciplinary action(s) may be taken

by the SIFE ofce should we not honor any o the above points.

Team Leader Signature Faculty Advisor Signature Institutional Administrator Signature

(Print Name Clearly) (Print Name Clearly) (Print Name Clearly)

Submitted by: _______________________________________ Date: ________________________________________________

(Print Name Clearly)

Submission o this orm is mandatory to compete.


24/64

23

SIFE Team Data Sheet Term Defnitions

Please note that this and the ollowing page apply to all SIFE

teams, with the exception o SIFE USA Teams. The SIFE USA

version o the Team Data Sheet is ound in the SIFE USA

Competition, Awards and Scholarships Guide.

Number o ProjectsThis number is the total projects your SIFE team completed in the

2009-2010 SIFE program year. Please note that i your team has

developed one project that meets multiple criterion, regardless o

how many times it is noted in your annual report or presented at

a SIFE competition, it only counts as one project. For purposes o

this data sheet, a project can be considered as a single measurable

educational/empowerment initiative targeted at a speciic audience

even i that initiative orms part o a bigger program.

Hours o Team InvolvementThis number is the total hours your team spent impacting others

through your educational outreach projects. This number includes

time spent directly and indirectly including but not limited to

meetings, planning, project-related travel, media activities, report

writing and SIFE events. Do not include time spent by non-SIFE

team members.

Number o People Directly ImpactedThis is the total number o individuals that were direct

beneiciaries o your teams community outreach projects.

This number should only include those outreach projects that it

judging criteria one through six and does not include estimates o

people impacted indirectly as a result o the wider ripple eect o

your activities.

Partnerships/CollaborationsI your team has partnered with any o the organizations listed or

has collaborated with organizations that ocus on Microinance,

please place an X in the appropriate ield. You may mark more

than one, i applicable. SIFE would like to track its worldwide

involvement with these speciic entities and initiatives.

Working Outside Your Home CountryPlease list any and all countries, other than yours, where your

team has conducted educational outreach projects. Also, please

note that all projects abroad must be reported to your SIFE

organization beore inal execution.

Revenue SourcesPlace an X next to the appropriate revenue source(s) o your

team. Please also note the amount o unds received (convert into

US Dollars) in the ields next to each source.

Website AddressPlease include only web site addresses that are unctional and

active at the time o completing this orm. You may include all web

sites related to your SIFE team including speciic project ocused

sites. Do not include sites o your partner organizations, university

(except i link is to a speciic page dedicated to your team), or any

other sites with simply an inormation section on your team.


25/64

24

SIFE

INTER

NATION

AL

SAM

PLE

SIFE Team Data Sheet 2009-2010

Please note that this inormation is or use by the SIFE organization only. The inormation provided will not be distributed to the judges

at any SIFE competition.

Country: ______________________________________________________________________________________________________________

Academic Institution: ___________________________________________________________________________________________________

Completed By (Name) __________________________________________________________________________________________________

Position: Advisor Student

1. Number o projects completed this academic year: ____________________________________________________

2. Approximate hours o team involvement this academic year: ____________________________________________________

3. Approximate number o people directly impacted this academic year: ____________________________________________________

4. Has your team partnered/collaborated with any o the ollowing organizations or organizations addressing any o the ollowing issues:

Junior Achievement Rotary International

AIESEC Micronance

Chamber o Commerce

5. List any countries, other than yours, which your team has worked in this academic year:

__________________________________________________________________________________________________________________

__________________________________________________________________________________________________________________

6. Select your SIFE teams source(s) o revenue (indicate total amount in US$):

Institutional Support $___________________________________________________

Business Advisory Board (BAB) $___________________________________________________

Non-BAB Donations $___________________________________________________

Team Entrepreneurial Activities $___________________________________________________

Other $___________________________________________________

7. Indicate your teams active web site address i one exists: ____________________________________________________

I veriy the inormation on this orm is correct to the best o my knowledge. Should it be presented in the teams Annual Report or at a

SIFE competition, all inormation will remain consistent.

Signature o Person Completing Form: ____________________________________________ Date: _________________________________

Submission o this orm is mandatory to compete.


26/64

25

SIFE

INTER

NATION

AL

SAM

PLE

Active Team Sheet

2009-2010 End o Year List

Name o Institution: ____________________________________________________________________________________________________

Name o Person Submitting Form: ________________________________________________ Date: _________________________________

SIFE students must meet the ollowing criteria in order to be ocially considered ACTIVE: 1) Invested a minimum o 10 hours in team

projects and/or operations/activities at any point in the program year [This involves time spent directly and indirectly including

but not limited to meetings, project-related travel, media dealings, report writing, competition preparation, and SIFE events] and

2) Registered on the Active Team Sheet.

Submission o this orm is mandatory or your team to compete.

Page ____ o ____

Use additional sheets as needed

Faculty Advisor Name(please list all FAs)

Primary FA orCo-Advisor

Title

Gender

PhoneNumber

Email

1

2

34

5

StudentName

Academic Year(e.g. 1st year, 2nd year, etc.)

Field oStudy

Gender

GraduationDate

Email

1

2

3

4

5

67

8

9

10

11

12

13

14

15

16

17

18

19

20


27/64

26

On my honor, I agree to serve today

as an ocial judge o a SIFE competition

in a completely air and impartial manner.

I personally commit to this responsibility

with no previous conficts o interest

or pre-determined expectations

or the outcome o the competition.

I will make my evaluations based entirely

on the teams presentations and written reports

using only the judging criteria provided to me.

And I will make my judging decisions independently, with integrity,

and without regard as to the institutions, communities

or countries represented by these teams.

Judges Oath


28/64

27

SAMP

LE

Individual Team Evaluation Sheet

Name o Institution: ____________________________________________________________________________________________________

Please oer insights below on how eectively the team met the SIFE criteria. They will receive and use this eedback later to help improve their programs. Foreach point listed under every judging criterion below, place an X OR checkmark in the box that best matches your sentiments regarding the teams perormance. Be

sure to also assign an overall rating in the box to the right o each criterion. Finally, we strongly encourage you to provide written eedback in the Comments sec-

tions. Note that this is the ONLY ormal eedback the teams receive rom judges so please take the time to complete the entire orm as thoroughly as possible.

HOW EFFECTIVELY DID THE SIFE TEAM MEASURE AND DEMONSTRATE THAT IT CREATED ECONOMIC OPPORTUNITY FOR OTHERS BY HELPING THEM

(applicable to criteria 1-6):

Criterion 1: Understand how a market-based economic system operates.

Disagree Neutral Agree Strongly Agree

Addressed a defnable need

Transerred valuable knowledge on Market Economics to others

Created meaningul economic opportunities or others

Achieved measurable impact

Comments:

Criterion 2: Acquire the education and skills training needed to succeed in a dynamic, competitive global economy.



Transerred valuable knowledge on Success Skills to others



Comments:

Criterion 3: Learn how to succeed as an entrepreneur and/or improve an existing business.



Transerred valuable knowledge on Entrepreneurship to others



Comments:

Criterion 4: Develop the personal fnancial management skills necessary to achieve fnancial independence.



Transerred valuable knowledge on Financial Literacy to others



Comments:

OVERALL RATING: Place an X or

checkmark in only ONE of the

following categories and then

transfer a numerical value within

that range onto the Cumulative

Score Sheet

Outstanding Good(16-20) (11-15)

Average Poor

(6-10) (0-5)






Score Sheet


Average Poor(6-10) (0-5)






Score Sheet


Average Poor

(6-10) (0-5)






Score Sheet


Average Poor

(6-10) (0-5)


29/64

28

SAMP

LE

Criterion 5: Make environmentally sustainable personal and business decisions.


Addressed a defnable needTransferred valuable knowledge on Environmental Sustainability to others



Comments:

Criterion 6: Understand that the long-term success and prosperity o a market economy, businesses, and individuals

are dependent on ethical business practices.



Transerred valuable knowledge on Business Ethics to others



Comments:

Criterion 7: HOW SUCCESSFULLY DID THE TEAM DEVELOP AND EXECUTE A STRATEGY TO ENSURE THE LONG-TERM

SUSTAINABILITY OF THEIR TEAM AND EDUCATIONAL PROGRAMS.


Developed an excellent strategy

Eectively executed the strategy

Team has oundation or continuation and smooth transition

Projects have oundation or continuation and/or expansion

Comments:

Suggestions or Improvement/Overall Comments:

In this area, please provide valuable general insights and suggestions *In this section, please oer any constructive eedback

related to the teams projects and activities. regarding the teams annual report and audio/visual presentation.

*These comments have no direct impact on the scoring process o

the team. They are strictly being provided as recommendations

the team can consider or uture improvement.


checkmark in only ONE of thefollowing categories and then



Score Sheet


Average Poor

(6-10) (0-5)






Score Sheet


Average Poor

(6-10) (0-5)





that range onto the CumulativeScore Sheet


Average Poor

(6-10) (0-5)


30/64

29

SAMP

LE

Cumulative Score Sheet

Judge Name: ____________________________________________________________ Company: ____________________________________

NOTE: Please use the Overall Rating Scale range selected rom your Individual Team Evaluation Sheets as

the primary reerence point in assigning scores per criterion.

Criterion #1 20pts.

Market Economics

Criterion #2 20pts.

Success Skills

Criterion #3 20pts.

Entrepreneurship

Criterion #4 20pts.

Financial Literacy

Criterion #5 20pts.

Environmental Sustainability

Criterion #6 20pts.

Business Ethics

Criterion #7 20pts.

Team & Program Sustainability

TOTAL POINTS

RANK(Please rank the teams inorder, 1 being your rst choice)

OVERALL RATING SCALE: (Do not

make any marks in this box this

is for your reference only)


Average Poor

(6-10) (0-5)

Please ListTeam Names:(List in order o presentation)


31/64

30

Regional and National CompetitionsIn many countries, there are several regional competitions held

in various locations throughout the country. In such cases,

the Regional Champion then advances to the SIFE National

Competitions in their country. National Competitions are held

annually, typically during the months o April to July.

SIFE World CupThe National Champion rom each country will be invited to

compete at the SIFE World Cup. This competition allows teams to

share best practice examples rom across the globe and ultimately

determine who is judged to be doing the best job in creating

economic opportunity. The winning team will be named the SIFE

World Cup Champion.

The event is a spectacular exhibit that highlights the rich diversity

o languages, cultures and ethnicities represented within SIFE and

gives all in attendance a unique opportunity or cultural exchange

and understanding.

Only SIFE National Champion teams will be invited to compete,

but all SIFE teams may observe with prior approval. Registration

is required.

ExpensesAll expenses, with the exception o any meals provided to the

competing teams, are the responsibility o the individual SIFE

team. Teams should contact their Country Leader or Program

Manager or more inormation.

RegistrationTo register or the SIFE World Cup, please contact your

Country Leader or Program Manager.

Dates & LocationSIFE World Cup 2009

4-6 October 2009

Berlin, Germany

SIFE World Cup 2010

10-12 October 2010

Los Angeles, Caliornia

USA


32/64

31

The SIFE Team


33/64

32

The SIFE Team

There are ew rules governing individual SIFE team activities.

This lexibility allows each team to structure itsel and design

educational outreach programs that best it the needs o its

members, its institutions aculty and administrators, and

the community it serves. Individual SIFE teams have complete

discretion to adopt policies or procedures or their own

operation beyond those outlined in the SIFE Team Handbook.

This reedom oten leads team members to ask, What is the best

way to operate our SIFE team? There are many correct answers

to that question. Teams have been successul using a variety o

models. This handbook is an attempt to assemble a set o best

practices or strategies or developing SIFE on your campus. Please

note that the inormation provided in this manual represents only

suggestions, not rules. Every SIFE team is welcome to incorporate

as many or as ew o these recommendations as they choose.

The ollowing sections have been divided into our separate

areas, representing the signiicant activities required to create an

excellent SIFE team:

1. Developing a Mission Statement, Goals and Objectives

2. Educational Outreach Projects

3. Building a Sustainable Program

4. Preparing or Competition

The ollowing page provides a visual representation o these

activities. We suggest customizing this document to relect your

teams organizational details and distributing a copy to each o

your members.

Competition Judging Criteria Explanation

SIFEs primary goal is to create economic opportunities or others

through educating them about speciic topics. The topics were

careully selected and organized to empower SIFE participants

around the world. The oundation o that education is how a

market-based economy operates (Criterion 1). Once that concept is

understood, members o the economy all within one o two basic

categories: employees or entrepreneurs. Employees must have the

skills needed to successully compete in a global economy (Criterion

2). Entrepreneurs must have the ability to identiy a market need

and successully create a product or service to satisy that need

(Criterion 3). Ater the skills o employment or entrepreneurship

are successully obtained, it becomes increasingly important to

understand how to manage money to become and remain inancially

independent (Criterion 4). At a personal and business level we must

then operate in an environmentally sustainable manner (Criterion

5). The common moral thread present throughout the process is an

understanding o sound business ethics (Criterion 6). Lastly, a plan

must also be in place to ensure the long-term sustainability o the

team and its projects/programs (Criterion 7).

Team AssessmentAt the conclusion o each SIFE program year, the national SIFE

organizations conduct a ull assessment and evaluation o the

SIFE teams within their respective countries. The assessment

tool used to evaluate each team is the SIFE Team Index. This

tool mainly awards points to teams based on the depth o the

quality o their educational programs, their success within

the SIFE program, as well as several long-term sustainability

elements. Over the years, the SIFE Team Index has become

a key tool in helping SIFE sta assess the strengths andweaknesses o the teams and in response, build strategies to

ensure their growth and success. Though SIFE Headquarters

may use the individual team index scores to determine national

and worldwide scores, the primary objective o this tool is to

evaluate in-country perormance o teams based on which

appropriate measures will be taken to improve quality and

sustainability, thereby aecting the score positively. A sample

o the SIFE Team Index Scale Descriptions is available on the

ollowing page or reerence.

The following resources and tools can be found at www.sife.org

and are available free of charge to assist in the organization and

management of your SIFE team:

Downloadable SIFE Team Handbook

Customizable marketing material templates

Press release templates

Team management forms

SIFE Team Toolkit/Best Practice Guides


34/64

33

SIFE Team Index Scale Descriptions

Each point value listed below is awarded based on having met

the actor or not met the actor. In other words, teams either

receive the entire point or receive no score there are no partial

points given. All conditions or each item must be ully met or

the team to receive the corresponding point.

1. Institutional Support: Quality Faculty Advisor

FacultyAdvisormeetsallqualificationsandisofficially

recognized by the SIFE country operation [1 point]

FacultyAdvisorismotivatedandinvolvedwithoneofthe

ollowing: team operations, team projects, sustainability

elements, or meetings/events [1 point]

FacultyAdvisorismotivatedandinvolvedwithtwoor

more o the ollowing: team operations, team projects,

sustainability elements, or meetings/events [1 point]

FacultyAdvisoreffectivelyandtimelycommunicates

with the SIFE oice including response to inquiries and

submission o reports [1 point]

FacultyAdvisorhasplayedakeyroleininstitutionalizing

the SIFE program [1 point]

2. Institutional Support: Quality Administrative Support

AdministrationisawareofSIFEandthinkitsagoodidea

[1 point]

Administrationoffersencouragementtotheteamandalso

participates in their projects and/or attends SIFE events

[1 point]

Administrationhasarepresentativeservingontheteams

Business Advisory Board [1 point]

Administrationoffersfinancialassistance(including

meaningul in-kind contributions) [1 point]

AdministrationtakesownershipofSIFEconsideringitan

integral part o the institution [1 point]

3. Student Leaders/Success

Teammembershipcomprisesatleast10activestudents

[1 point]

Teamhasclearlystructureditsleadershippositionswith

well-deined roles, responsibilities and accountabilities to its

membership [1 point]

Teamhasseveralstrongstudentleadersthathavedone

one or both o the ollowing: built enthusiasm or SIFE on

campus and/or developed a realistic succession plan to

ensure the sustainability o their team [1 point]

Studentsreadilyparticipateinortakeadvantageofnon-

competitive SIFE proessional development opportunities

(example: career access initiatives, special initiatives, Top

to Future Top Forum, Women In Business Top to Future Top

Forum, etc.) [1 point]

Studentslikelyidentifiedasmostadvancedinpersonaland

proessional development, making them among the irst

recommended by SIFE Oice or career opportunities and

special incentives or projects available to top perorming

teams and students [1 point]

4. Program: Overall Projects

Projectsaddressadefinableneed[1point]

ProjectstransfervaluableknowledgetoothersonSIFEs

Individual Topics [1 point]

Projectscreatemeaningfuleconomicopportunitiesfor

others [1 point]

Projectsachievemeasurableimpact[1point]

Projectsand/ortheirimpactaresustainable[1point]

5. Financial Stability

Teamhaswell-definedplansforfundingoperationsand

activities [1 point]

Teamhasconfirmedcommitmentsfromsponsorsand

supporters [1 point]

Teamhasfundsavailableforcurrentprojects[1point]

Teamhasfundsavailabletosustainitselfforatleastayear

without need to und raise [1 point]

Teamistotallyfinanciallystableandhasbuiltastrong

enough support base to sustain program or multiple years

in advance [1 point]

6. Engaged With Community

CommunityisawareofSIFEteamandacknowledgesits

good work [1 point]

Communitymembersenthusiasticallyshowsupportforthe

team and its activities [1 point]

Communitymembersinvolvedinteamprojectsand

activities [1 point]


35/64

34

SIFE Team Index Scale Descriptions

CommunitymembersattendSIFEeventstoshowtheir

support o teams eorts [1 point]

Communityisanintegralpartoftheteamthrough

involvement in 2 or more o the ollowing: projects,

networking, advice, unding, publicity, etc. [1 point]

7. Representation at SIFE Events and Competitive Initiatives

Teamattendstrainingevents[1point]

TeamparticipatedasanobserverorcompetitorataSIFE

competition [1 point]

TeamparticipatedasacompetitorataSIFEcompetition[1

point]

Teamparticipatesinoptionalspecialcompetitiveactivities

o the SIFE organization (Individual Topic Competitions,

Special Competitions, etc.) [1 point]

Teamactivelyseeksnewopportunitiesforengagementand

is good at ollowing through on commitments [1 point]

8. Competition Results

Teamfinished3rdplace(2ndRunner-Up)[onlyapplicable

to competitions including 150 or more teams], 2nd place

(1st Runner-Up) or higher at regional competition (where

applicable) OR 3rd place (2nd Runner-Up) or higher at

opening round o national competition [1 point]

Teamfinished2ndplace(1stRunner-Up)orhigher

at Semi-Final Round OR in Final Round o national

competition [1 point]

Teamreceivedmultipleawardsforindividualtopicor

special competitions (single award qualiies where only one

individual topic or special competition exists) [1 point]

TeamwonNationalChampionship[1point]

TeamadvancedtoSemi-FinalRoundofcompetitionatthe

SIFE World Cup [1 point]

Grading:Based on points earned, each SIFE team will be assigned an

actual Team Index Score. This score is determined by using the

ollowing ormula:

Total Points Earned

_________________________ X 5 = Team Index Score

Maximum Possible Score (40)

Translation: Total points the team has earned is divided by the

maximum points possible (which is 40) and then multiplied by 5.

Deinitions:Active Student

1. Registered on Active Team Sheet or UMS [UMS registration

applicable to SIFE USA only]

2. Invested a minimum o 10 hours in team projects and/or

operations and activities at any point in the program year [This

involves time spent directly and indirectly including but not

limited to meetings, project-related travel, media dealings,

report writing, competition preparation and SIFE events]

Active Team

1. Have active students

2. Have a aculty advisor

3. Completing projects that meet the SIFE judging criteria

Impact: How many people were aected by the projects? Was

economic opportunity created? Were lives changed?

Quality: Were participants o the project engaged and interested?

Did participants learn an important skill or area o knowledge?

Was the SIFE team organized and proessional in executing the

project? Did the project it SIFEs judging criteria?

Engaged: Were the students attentive and interested in the event?

Did they ully participate in the activities? Did they ully and

eectively interact with others?


36/64

35

Team & Program Sustainability

Educational Topics

SIFE Team Model

Mission

Goals Objectives

Market

Economics

1 Projects

2 Projects

3 Projects

1 Projects

2 Projects

3 Projects

1 Projects

2 Projects

3 Projects

1 Projects

2 Projects

3 Projects

1 Projects

2 Projects

3 Projects

Entrepreneurship Financial

LiteracyEnvironmental

Sustainability

1 Projects

2 Projects

3 Projects

Business

Ethics

Success

Skills

Recruiting& Team

Organization

TeamSuccession

Plan

Administrative

SupportAlumni Funding MediaBusiness

Advisory Board


37/64

36

Developing a Mission Statement,

Goals and Objectives


38/64

37

Developing a Mission Statement

The Drucker Foundation or Non-Proit Management deines a

mission as Why you do what you do; the organizations reason or

being; its purpose.

Given the lexibility each university has to implement SIFE on its

campus, developing a mission statement is an important step new

SIFE teams should consider. For veteran teams, this exercise will

energize and reocus eorts. A mission statement is not a slogan!

Written correctly, your mission should provide a perspective or

making important decisions, such as what educational outreach

projects to develop, which audiences to target, what outcomes

you hope to achieve through the projects you implement, and

members o the community you should involve as partners in

your projects. Developing a mission statement is the irst step in

establishing your team identity and should be the primary means

by which you communicate your teams purpose and inspire

commitments rom internal and external constituents.

These items identiy the general purpose o a SIFE team, the

overall subject matter a SIFE team should teach and the end goal

o its educational initiatives.

Given the unique nature o each college or university, try to

develop your teams mission statement in a manner consistent

with the values relected in your own institutions mission.

Key Ideas: Look at mission statement examples from successful

organizations around the world

Work within the broad framework of SIFE and your

college/university Keep the language simple

Write a mission statement that clearly defines why

your team exists

Reflect on your mission statement as you make

project decisions

Sample Team Mission Statement

To provide our community with the education and training neededto succeed in a global economy.

SIFE Mission StatementTo bring together the top leaders of today and tomorrow to

create a better,

sife university of salford - team handbook 2009-10

Documents