ΣΧ

Executive Council
Meeting Series

Dalhousie Chapter  ·  Year-Ahead Planning
Meeting 1
Kickoff & Orientation
Welcome new officers, define roles, align on the year's vision and values, and set communication norms.
All Officers · 60 min
Meeting 2
Finances & Operations
Dues structure, annual budget review, housing finances, risk policies, and chapter insurance.
All Officers · 60 min
Meeting 3
Recruitment & Membership
Formal recruitment calendar, informal events, intake process, bid criteria, and brotherhood retention.
All Officers · 60 min
Meeting 4
Programming Deep-Dive
Social calendar, philanthropy initiatives, Greek life partnerships, and historian documentation plan.
All Officers · 60 min
Meeting 5
Goals, OKRs & Accountability
Each officer presents their semester goals, sets KPIs, agrees on check-in cadence, and finalizes the master calendar.
All Officers · 60 min
1
Kickoff & Orientation
Foundation60 min · All Officers
Consul
Proconsul
Annotator
Magister
Quaestor
Recruitment Chair
Risk Manager
Kustos
Philanthropy Chair
Historian
Housing Manager
Social Chair
0:00–0:05
Call to Order & Welcome
Consul opens the meeting. Brief congratulations to all newly elected officers.
Led by: Consul
0:05–0:15
Officer Introductions & Role Overview
Each officer states their role and one thing they hope to accomplish this year. Surfaces any overlap or gaps between positions.
Led by: All Officers (~1 min each)
0:15–0:28
Chapter Vision & Priorities for the Year
Consul and Proconsul present 3–5 overarching chapter priorities. Open floor for additions or pushback. This becomes the north star for all planning.
Led by: Consul / Proconsul
0:28–0:40
Communication & Meeting Norms
Agree on: primary comms channel, expected response times, how minutes are distributed, regular exec meeting cadence, and quorum rules.
Led by: Annotator + Consul
0:40–0:52
Transition Briefing from Outgoing Officers
Round-table: outstanding tasks, ongoing commitments, known risks, or relationships that need to be carried forward from the previous exec.
Led by: Each Officer
0:52–1:00
Preview of Meeting Series & Action Items
Annotator reads back any decisions made. Consul previews Meetings 2–5 so officers know what to prepare. Meeting adjourned.
Led by: Annotator / Consul
2
Finances & Operations
Budget · Housing · Risk60 min · All Officers
0:00–0:05
Call to Order & Minutes Approval
Annotator presents and chapter approves minutes from Meeting 1. Any action item updates.
Led by: Consul / Annotator
0:05–0:22
Budget Presentation & Dues
Quaestor presents proposed annual budget by category. Officers weigh in on allocations. Set dues amount and collection deadline.
Led by: Quaestor
0:22–0:35
Housing Overview & Maintenance Plan
Current occupants, room assignments, outstanding maintenance items, house rules enforcement, and planned improvements.
Led by: Housing Manager
0:35–0:50
Risk Management Policy Review
Risk Manager covers chapter risk policies, event safety protocols, dry event procedures, guest list requirements, and fraternity insurance obligations. All officers acknowledge.
Led by: Risk Manager
0:50–1:00
Action Items & Adjournment
Annotator reads decisions. Assign follow-ups (e.g. Quaestor circulates budget doc, Housing Manager sends maintenance log). Adjourn.
Led by: Annotator
3
Recruitment & Membership
Rush · Magister · Brotherhood60 min · All Officers
0:00–0:05
Call to Order & Minutes
Approval of Meeting 2 minutes. Outstanding action item updates.
Led by: Consul / Annotator
0:05–0:25
Formal Recruitment Planning
Recruitment Chair presents: formal rush dates, event lineup, tabling schedule, manpower needs. Discuss bid criteria and how bids are extended.
Led by: Recruitment Chair
0:25–0:40
New Member Education Program
Magister presents: NME timeline, ritual schedule, education curriculum, academic standards, and big/little matching process.
Led by: Magister
0:40–0:52
Brotherhood Retention & Engagement
How do we keep initiated brothers engaged? Brotherhood events, chapter attendance accountability, alumni touchpoints.
Led by: Proconsul
0:52–1:00
Action Items & Adjournment
Recruitment Chair to circulate draft rush schedule. Magister to share NME calendar. Adjourn.
Led by: Annotator
4
Programming Deep-Dive
Social · Philanthropy · PR · History60 min · All Officers
0:00–0:05
Call to Order & Minutes
Approval of Meeting 3 minutes. Outstanding action item updates.
Led by: Consul / Annotator
0:05–0:22
Social Calendar Planning
Social Chair presents proposed semester events, mixer partners, themes, venues. Risk Manager reviews each event against policy. Quaestor confirms budget per event.
Led by: Social Chair
0:22–0:37
Philanthropy & Community Initiatives
Philanthropy Chair covers: selected charity partners, fundraising events, volunteer hours targets, and overlap with social and recruitment programming.
Led by: Philanthropy Chair
0:37–0:48
Chapter Documentation & PR Plan
Historian covers content capture plan. Annotator discusses documentation standards. Brief discussion on external social media presence and chapter brand.
Led by: Historian / Annotator
0:48–1:00
Inter-Greek & University Relations
Who attends IFC meetings? Relationships with DSU, university admin, and peer chapters. Assign liaisons.
Led by: Consul / Proconsul
5
Goals, OKRs & Accountability
Goals · Calendar · Accountability60 min · All Officers
0:00–0:05
Call to Order & Minutes
Approval of Meeting 4 minutes. Any remaining open action items.
Led by: Consul / Annotator
0:05–0:30
Officer Goal Presentations
Each officer presents 2–3 SMART goals for the semester with measurable outcomes (e.g. "Recruit 8 new members by Oct 1"). 2 min per officer max.
Led by: All Officers
0:30–0:44
Master Calendar Finalization
Annotator shares compiled master calendar from all prior meetings. Officers flag conflicts, confirm dates, and approve the final version.
Led by: Annotator / Consul
0:44–0:54
Accountability Structure
Agree on how officers report progress at regular exec meetings, what happens if an officer is underperforming, and the escalation path.
Led by: Proconsul
0:54–1:00
Closing Charge
Consul delivers closing remarks and a charge to the officer corps. Annotator distributes final master calendar and goal doc. Official end of the planning series.
Led by: Consul