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Chapter Health Indicator



Rubric
3.26-4.00 Exceptionally Healthy Chapter 
2.76-3.25 Healthy Chapter 
2.25-2.75 Marginally Healthy Chapter
Less than 2.25 Unhealthy Chapter



 

A. Officer Management and Training

Click here to go to individual items in section A.

B. Member Management

Click here to go to individual items in section B.

C. Recruitment and Pledge Education

Click here to go to individual items in section C.

D. Chapter Planning and Governance

Click here to go to individual items in section D.

E. Fiscal Management

Click here to go to individual items in section E.

F. Events and Member Education

Click here to go to individual items in section F.

A. Officer Management and Training

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1. Officer Roles

Operational management of a chapter is a tall task, and it takes many individuals to ensure all responsibilities are being fulfilled. One person cannot do it all. Each officer role should have a dedicated individual to meet the needs of a chapter.

Responsible Officer(s): VP-Chapter Operations, Chapter President
Exceptional Health (4) Strong Health (3)  Marginal Health (2) Poor Health (1)  Unhealthy (0)
All officer roles are all filled with different individuals All officer roles are all filled AND no more than two roles have the same individual(s) Three (3) or fewer roles are vacant OR held by individuals who hold other offices Five (5) or fewer roles are vacant OR held by individuals who hold other offices More than five (5) roles are vacant

2. Officer Verification

Having an accurate officer roster is essential, as it is the only way the Central Office staff and volunteer leaders can effectively communicate with chapter leaders. Any officer change (or change to any contact information for any officer) must be reported to the Central Office immediately after such change via the Hub Officer Module.  This includes name, address, phone and email.  

Responsible Officer(s): Vice President-Chapter Operations

Exceptional Health (4) Strong Health (3)  Marginal Health (2) Poor Health (1)  Unhealthy (0)
 Updated/Verified within last three (3) months  Updated/Verified within last six (6) months  Updated/Verified within last nine (9) months  Updated/Verified within last twelve (12) months  NOT updated/verified within the last twelve (12) months

3. Officer Training

Delta Sigma Pi provides resources for chapters to aid in their transition into any officer role. A primary resource is our online modules which serve as an overview of the officer roles. These will provide the basics to get an officer started in their new role.

Responsible Officer(s): All Officers
Exceptional Health (4) Strong Health (3)  Marginal Health (2) Poor Health (1)  Unhealthy (0)
All officers have viewed the corresponding Officer Training Module for the role they have been elected At least eight (8) have viewed the corresponding Officer Training Module for the role they have been elected At least four (4) have viewed the corresponding Officer Training Module for the role they have been elected One (1) or more have viewed the corresponding Officer Training Module for the role they have been elected No officers have viewed the corresponding Officer Training Module for the role they have been elected

B. Member Management

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1. Roster Verification

It is important the chapter make changes to their roster within the Hub anytime there are changes to a member’s status or contact information (including address, phone, or email). An up-to-date roster also ensures invoices, based on chapter size, are accurate.

Responsible Officer(s): Vice President-Chapter Operations
Exceptional Health (4) Strong Health (3)  Marginal Health (2) Poor Health (1)  Unhealthy (0)
 Updated/Verified within last three (3) months  Updated/Verified within last six (6) months  Updated/Verified within last nine (9) months  Updated/Verified within last twelve (12) months  NOT updated/verified within the last twelve (12) months

2. Ideal Chapter Size

Having a chapter that is representative of the business school is a key to success and sustainability. Delta Sigma Pi expects chapters to conduct recruitment and a pledge education program each term to ensure the sustainability of the chapter. The size of a successful chapter is at least twenty (20) members or approximately 2% of the business school enrollment, whichever is higher.  

Responsible Officer(s): Vice President-Chapter Operations
Exceptional Health (4) Strong Health (3)  Marginal Health (2) Poor Health (1)  Unhealthy (0)
Chapter has met or exceeded their ideal chapter size Chapter is at least 75% of their ideal chapter size Chapter is at least 50% of their ideal chapter size Chapter is at least 25% of their ideal chapter size Chapter is less than 25% of their ideal chapter size

3. Member Retention

Continual membership as well as transition of information and experience help chapter thrive. While members should always be held accountable for their actions, in many instances there is an underlying issue that may be able to resolve so the individual may continue to enjoy the value membership in Delta Sigma Pi provides.

Responsible Officer(s): All Officers and Members (VPPA, VPCS, VPSA, VPAR play an extra role in providing valuable/meaningful events to retain members/engagement)
Exceptional Health (4) Strong Health (3)  Marginal Health (2) Poor Health (1)  Unhealthy (0)
Chapter retains at least 95% of their dues paying members Chapter retains at least 90% of their dues paying members Chapter retains at least 85% of their dues paying members Chapter retains less than 85% of their dues paying members Chapter roster has not been updated/verified in the last 12 months

4. Recent Alumni Engagement

Alumni engagement right out of school maintains strong connections, provides networking opportunities, and ensures continued support for the organization. Early engagement reflects a positive chapter experience and measures how well alumni remain involved, as defined by the Fraternity, within three years of graduation.

Responsible Officer(s): Vice President-Alumni Relations
Exceptional Health (4) Strong Health (3)  Marginal Health (2) Poor Health (1)  Unhealthy (0)
At least 60% of recent alumni have continued to engage with the Fraternity At least 50% of recent alumni have continued to engage with the Fraternity At least 40% of recent alumni have continued to engage with the Fraternity At least 30% of recent alumni have continued to engage with the Fraternity Less than 30% of recent alumni have continued to engage with the Fraternity
 

C. Recruitment and Pledge Education

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1. Social Media/Website Verification

Having an active social media presence or updated information on the chapter website is a way for chapters to promote themselves as well as keep members, their campus community, and local alumni and collegiate chapters abreast of chapter activities, upcoming events and officer contact information.

Responsible Officer(s): Chapter Webmaster; VP-Chapter Operations
Exceptional Health (4) Strong Health (3)  Marginal Health (2) Poor Health (1)  Unhealthy (0)
Updated/Verified within last three (3) months Updated/Verified within last six (6) months Updated/Verified within last nine (9) months Updated/Verified within last twelve (12) months NOT updated/verified within the last twelve (12) months

2. Recruitment to Pledging

Basic information (name, preferred email, and preferred phone) for each potential pledge must be submitted prior to the pledging ceremony via the “Members” section in the Hub. Each potential pledge will then receive an email asking them to complete their own membership application, including selecting their specific major from the chapter’s list of qualified programs, before the pledging ceremony. The chapter then must report who pledged within two (2) days following the Pledging Ceremony.

Responsible Officer(s): Senior Vice President

Exceptional Health (4) Strong Health (3)  Marginal Health (2) Poor Health (1)  Unhealthy (0)
All recruits participating in a Pledging Ceremony completed their pledge profile at least one (1) day before the ceremony.
-and-
Pledging Ceremony reported within two (2) days of ceremony.		 All recruits participating in a Pledging Ceremony completed their pledge profile before the ceremony.
-and-
Pledging Ceremony reported within two (2) days of ceremony.		 Not all recruits participating in a Pledging Ceremony completed their pledge profile before the ceremony.
-OR-
Pledging Ceremony reported more than two (2) days of ceremony.		 Not all recruits participating in a Pledging Ceremony completed their pledge profile before the ceremony.
-and-
Pledging Ceremony reported more than two (2) days of ceremony.		 No Pledging Ceremony reported

3. Pledging and Initiation

Each new initiate (collegiate, faculty, and honorary) must receive an official badge, leased by the chapter, from the National Fraternity.

Chapters are required to report all initiates following each initiation ceremony. Using the Members section of the Hub, the chapter is to verify the name of each applicant who has been approved for initiation, and report their status (initiated, voluntarily withdrew, removed by chapter vote, to be initiated at later date). This is required for initiates to be recognized as members of Delta Sigma Pi

Responsible Officer(s): VP-Pledge Education; VP-Finance
Exceptional Health (4) Strong Health (3)  Marginal Health (2) Poor Health (1)  Unhealthy (0)
Badge counts greater than or equal to the number of pledges seven (7) days prior to Initiation Ceremony
-and-
Initiation Ceremony reported within seven (7) days of ceremony		 Badge counts greater than or equal to the number of pledges one (1) day before Initiation Ceremony
-and-
Initiation Ceremony reported within fourteen (14) days of ceremony		 Badge count less than the number of pledges at time of Initiation Ceremony
-OR-
Initiation Ceremony reported more than fourteen (14) days after ceremony		 Badge count less than the number of pledges at time of Initiation Ceremony
-and-
Initiation Ceremony reported more than fourteen (14) days after ceremony		 Initiation Ceremony not reported

4. Pledge Retention

New members are the lifeblood of the organization. Delta Sigma Pi expects chapters to retain at least 70% of the individuals they pledge to initiation.

Responsible Officer(s): Senior Vice President and Vice President-Pledge Education
Exceptional Health (4) Strong Health (3)  Marginal Health (2) Poor Health (1)  Unhealthy (0)
Initiates at least 90% of individuals pledged Initiates at least 80% of individuals pledged Initiates at least 70% of individuals pledged Initiates less than 70% of individuals pledged Chapter initiates zero (0) individuals

5. Ritualistic Ceremonies

A ritualistic ceremony is to be performed whenever a chapter begins (Pledging Ceremony) or concludes (Initiation Ceremony) a pledge education program. A well performed ceremony not only makes a favorable and lasting impression, but also serves to instill a greater appreciation of the true significance of the objectives and purposes of the Fraternity.

Responsible Officer(s): Chancellor

Exceptional Health (4) Strong Health (3)  Marginal Health (2) Poor Health (1)  Unhealthy (0)
Both (fall and spring) Initiation and Pledging Ceremonies verified and considered well performed Both (fall and spring) Initiation Ceremonies verified and considered well performed At least two ceremonies (Initiation or Pledging Ceremony) verified and considered well performed At least one ceremony (Initiation or Pledging Ceremony) verified and considered well performed No ceremonies verified or considered well performed

D. Chapter Planning and Governance

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1. Chapter Bylaws

A complete copy of your Chapter Bylaws should be submitted to the Central Office. Chapter bylaws should be prepared according to the style and format provided in the bylaws template provided by the National Fraternity. Chapter Bylaws are reviewed by a national designee, by staff during consultation visits to the chapter or as otherwise needed. Revisions must be submitted in advance to the Central Office (through the Hub) for review and approval and do not become effective until they are so approved.

Responsible Officer(s): Chancellor

Exceptional Health (4) Strong Health (3)  Marginal Health (2) Poor Health (1)  Unhealthy (0)
Verified within last six (6) months Verified within last twelve (12) months Verified within last eighteen (18) months Verified within last twenty-four (24) months NOT verified within the last twenty-four (24) months

2. Chapter Policies and Procedures

A complete copy of a chapter’s Policies and Procedures Manual should be submitted to the Central Office. The manual should be prepared according to the style and format provided in a sample form provided by the Central Office. The manual by reviewed by a national designee, by staff during consultation visits to the chapter or as otherwise needed.

Responsible Officer(s): Chancellor

Exceptional Health (4) Strong Health (3)  Marginal Health (2) Poor Health (1)  Unhealthy (0)
Verified within last six (6) months Verified within last twelve (12) months Verified within last eighteen (18) months Verified within last twenty-four (24) months NOT verified within the last twenty-four (24) months

3. Officer Operation Plans (fall/spring) and Pledge Education Plan (fall/spring)

Submitting Operation Plans includes reporting goals for the chapter and list of the chapter’s recruiting calendar, pledging, initiation, professional, service, and fundraising events as well as chapter meetings and other miscellaneous activities for the term.

The Pledge Education Plan, the “operation plan” for the VP-Pledge Education outlines the dates, times, and locations of pledge education activities including initiation. This also reserves the regalia trunk for the chapter’s Initiation Ceremony. Submitters should be aware these plans are reviewed by Central Office staff for policy compliance and trunk available. Should a trunk not be available on the date initially submitted, a chapter may be asked to adjust their plan.

Responsible Officer(s):
VPPE - Fall/Spring Pledge Education Forms
(VPPE does not have a Strategic Plan)
All other officers - Fall/Spring Strategic Plans 
Exceptional Health (4) Strong Health (3)  Marginal Health (2) Poor Health (1)  Unhealthy (0)
All officers have submitted their own forms on time and are approved All officers have submitted their own forms and are approved One or more officer forms have been submitted and are approved One or more officer forms have been submitted, however have not yet been approved No officer forms have submitted

4. Member Accountability

Holding members accountable to their oath and responsibilities to the chapter and Fraternity is a tough but necessary expectation. Collegiate chapters are required to have a Standards Committee in place to do that. A Standards Committee is required to be chaired by the chapter Chancellor and have at least three (3) additional members. All members of the chapter Standards Committee must have completed the online overview found at dsp.org/lms.

Responsible Officer(s): Chancellor

Exceptional Health (4) Strong Health (3)  Marginal Health (2) Poor Health (1)  Unhealthy (0)
The Chancellor and more than three (3) additional members have completed the Standards Committee Overview Training The Chancellor and at least three (3) additional members have completed the Standards Committee Overview Training The Chancellor and at least one (1) additional member has completed the Standards Committee Overview Training The Chancellor only has completed the Standards Committee Overview Training No members have completed the Standards Overview Committee.
If the Chancellor is vacant or not trained.

E. Fiscal Management

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1. Financial Responsibility

Chapters are expected to manage their financial obligations to the National Fraternity in a timely fashion. In order to receive high recognition for this category, chapters must pay the National Fraternity for dues, membership fees, and other debts owed upon their due dates.

Responsible Officer(s): VP-Finance
Exceptional Health (4) Strong Health (3)  Marginal Health (2) Poor Health (1)  Unhealthy (0)
Chapter has no unpaid invoices that have aged 30 days in the last twelve (12) months Chapter has no unpaid invoices that have aged 30 days Chapter has/have unpaid invoice(s) that have aged 30 days or more Chapter has/have unpaid invoice(s) that have aged 60 days or more Chapter has/have unpaid invoice(s) that have aged 90 days or more

2. Chapter Accounting

An independent accounting review of the chapter’s finances is expected to occur at least annually. It is a best practice to have this done each term. The review should occur as close to the end of a term. The reviewer may be a member of the school’s accounting faculty or a similar professional.

Responsible Officer(s): VP-Finance
Exceptional Health (4) Strong Health (3)  Marginal Health (2) Poor Health (1)  Unhealthy (0)
Financials are reviewed within the last six (6) months. Financials have been reviewed within the last twelve (12) months. Financials are reviewed within the last eighteen (18) months. Financials have been reviewed within the last twenty-four (24) months. Financials have not been reviewed within the last twenty-four (24) months.

F. Events and Member Education

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1. LEAD Events (fall/spring) & Grand Chapter Congress (in a congress year)

All members, and pledges, are encouraged to attend fraternity events including LEAD events and Grand Chapter Congress. There are typically 6-7 national events in a twenty-four (24) month period.

Responsible Officer(s): VP-Chapter Operations (monitors reports and ensure attendance correctly counted)
Exceptional Health (4) Strong Health (3)  Marginal Health (2) Poor Health (1)  Unhealthy (0)
At least one initiated collegiate member has attended each of the standing events AND more than one initiated collegiate member have attended at least one national event in the last 24 months At least one initiated collegiate member has attended each of the standing national events in the last 24 months At least one initiated collegiate member has attended three (3) or more standing national events in the last 24 months At least one initiated collegiate member has attended at least one (1) national event in the last 24 months No members have attended a national event in the last 24 months

2. National Event Participation

All members (and pledges) are encouraged to attend Fraternity events including Grand Chapter Congress, LEAD Schools, and LEAD Provincial Conferences. Tracking of this category is done by Central Office staff referencing registration and attendance lists for each of these events.  

Responsible Officer(s): VP-Chapter Operations monitors reports and ensures attendance correctly counted
Exceptional Health (4) Strong Health (3)  Marginal Health (2) Poor Health (1)  Unhealthy (0)
Chapter attendance at National Events averages 25% or more Chapter attendance at National Events averages 15% or more Chapter attendance at National Events averages 5% or more Chapter attendance at National Events averages less than 5% No chapter members have attended a national event

3. Chapter Education

Delta Sigma Pi offers a wide variety of programming to provide learning opportunities for its members. It is the hope that each one of our members has the opportunity to engage in at least one opportunity to attend a national program. Members who participate in educational opportunities to build a stronger commitment to each other and the organization.  

Responsible Officer(s): VP-Chapter Operations monitors reports and ensures attendance correctly counted
Exceptional Health (4) Strong Health (3)  Marginal Health (2) Poor Health (1)  Unhealthy (0)
Chapter has 30% or more of their members having received additional Fraternity education Chapter has 20% or more of their members having received additional Fraternity education Chapter has 10% or more of their members having received additional Fraternity education Chapter has less than 10% of their members having received additional Fraternity education Chapter has no members having received additional Fraternity education

4. Risk Management Education

Ensuring members are receiving information to keep themselves, the chapter, and guests safe is paramount to operations. Approved events will cover either the Delta Sigma Pi Risk Management Policy (Available in the National Policies and Procedures Manual), or subjects such as alcohol and other drugs, hazing, discrimination, and/or harassment which help educate all members on the importance of managing risk and the obligations we all have. Presentations given by current collegiate members do not qualify. Acceptable presentations would include a police officer giving a presentation about drinking, a lawyer giving a presentation about hazing or a chapter’s District Director or other national leader presenting on the Fraternity’s Risk Management Policy.

Responsible Officer(s): Chancellor
Exceptional Health (4) Strong Health (3)  Marginal Health (2) Poor Health (1)  Unhealthy (0)
Chapter has held a Risk Management Event within the last six (6) months with at least 80% of members in attendance Chapter has held a Risk Management Event within the last twelve (12) months with at least 80% of members in attendance Chapter has held a Risk Management Event within the last twelve (12) months with at least 40% of members in attendance Chapter has held a Risk Management Event within the last twelve (12) months with less than 40% of members in attendance Chapter has not held a Risk Management Event with at least 40% of members in attendance within the last twelve (12) months

5. Campus/Organizational Culture Understanding

Membership in Delta Sigma Pi is open to individuals regardless of race, ethnicity, creed, religion, sex, sexual orientation, gender identity, marital status, national origin, age, disability, or veteran status. It is the responsibility of every member of Delta Sigma Pi to help promote the diverse membership identities and perspectives within the chapter and organization. It is also incumbent for all chapters to self-reflect and create action plans to incorporate their practices of promoting and celebrating each member’s story. Qualified events may be presented by a school official, attorney, human resources professional or other qualified speaker. Presentations given by current collegiate members do not qualify. This event may not be combined with the risk management event.

Responsible Officer(s): Vice President-Professional Activities
Exceptional Health (4) Strong Health (3)  Marginal Health (2) Poor Health (1)  Unhealthy (0)
Chapter has held applicable event within the last six (6) months with at least 80% of members in attendance Chapter has held applicable event within the last twelve (12) months with at least 80% of members in attendance Chapter has held applicable event within the last twelve (12) months with at least 40% of members in attendance Chapter has held applicable event within the last twelve (12) months with less than 40% of members in attendance Chapter has not held applicable event within the last twelve (12) months

6. Professional Event Engagement

Chapters must complete and report seven qualified professional activities annually. Activities should be planned, conducted, sponsored, and/or co-sponsored by the chapter. (Attending an activity of the university or another group does not earn credit for this level.)  For ideas and assistance with professional activities, refer to the Professional Activities Manual. 

Responsible Officer(s): Vice President-Professional Activities
Exceptional Health (4) Strong Health (3)  Marginal Health (2) Poor Health (1)  Unhealthy (0)
Has held an event in the last month with at least 70% of the chapter in attendance Has held an event in the last month with at least 50% of the chapter in attendance Has held an event within the last three (3) months with at least 70% of the chapter in attendance Has held an event within the last three (3) months with at least 50% of the chapter in attendance Has not held an event with at least 50% of the chapter in attendance in the last three (3) months

7. Service Event Engagement

Chapters must complete and report six qualified community/university service activities annually. Activities should be planned, conducted, sponsored, and/or co-sponsored by the chapter. For ideas and assistance with community/university service activities, refer to the Community and University Service Manual or the Service section available at www.dsp.org. Chapters can receive credit in the Chapter of Recognition and the Chapter of Excellence tiers by participating in a national service project, sponsoring or co-sponsoring a campus-wide service event or co-sponsoring an inter-chapter service event.

Responsible Officer(s): Vice President-Community Service
Exceptional Health (4) Strong Health (3)  Marginal Health (2) Poor Health (1)  Unhealthy (0)
Has held an event in the last month with at least 70% of the chapter in attendance Has held an event in the last month with at least 50% of the chapter in attendance Has held an event within the last three (3) months with at least 70% of the chapter in attendance Has held an event within the last three (3) months with at least 50% of the chapter in attendance Has not held an event in the last three (3) months
 

alumni-normal
Alumni
Members

collegiate-normal
Collegiate
Members

faculty-normal
Faculty and
Administrators

business-normal
Business
Community

interested-normal
Interested
in Joining