SECTION PLANNING - RESOURCE FORM

Suggestion: Completethis Form prior to beginning planning and update immediately following the end of the Section's fiscal year. Share the planning form content with the incoming Section leadership. Assign a person to track and update the Resource Form during the year.

CATEGORY: SECTION MANAGEMENT

SM 1 - Annual Planning Meeting

ActivityYes/No

Appoint a planning committee______

Complete a member interest/assessment survey ______

Hold a planning meeting______

Submit written plan to ISA______

SM 2 - Budget and Tax Responsibility

ActivityYes/No

Section budget prepared and approved by Section Board______

Confirm percentage of dues rebate contributed to District if

automatic through ISA headquarters

Budget submitted to ISA Headquarters by 1 November ______

Required tax forms submitted on time______

Annual accounting review of Section books to include at least

the following:

  • Section bank account with multiple signing authority on checks ______
  • Individual responsibility for budget items clearly identified______
  • Expense reimbursement procedure defined______
  • Regular financial reports to Section Board______
  • Incorporation fee paid when due ______

SM 3 - Section Organization and Leadership Protection

ActivityYes/No

Section Incorporated______

General Liability Insurance Purchased______

Officers and Directors Liability Insurance Purchased______

SM 4 - Keep Accurate Minutes of All Board Meetings

ActivityYes/No

Minutes kept and distributed for each Board Meeting______

# of meetings ______

SM 5 - Prepare and Send Agendas Prior to Board Meetings

ActivityYes/No

Agendas prepared and sent at least one week prior to meetings ______

# of meetings ______

SM 6 - Hold Board Meetings Regularly

ActivityYes/No

Board meetings held on schedule ______

# of meetings ______

CATEGORY: LEADERSHIP DEVELOPMENT

LD 1 - Section Leaders Attending ISA Leadership Programs, including

Web-based leader training.

Activity Yes/No

Section Leaders at President's Spring Meeting Training______

# attending ______

Section Leaders at President's Fall Meeting Training______

# attending ______

Section Leaders participating in Web-based training______

# participating ______

LD 2 - Section Leaders in Attendance at District/Region Leadership

Conference/Meetings

ActivityYes/No

Section Leaders Attending District/Region Leadership Conference ______

# attending ______

Section Leaders Attending Other District/Region Meeting(s)______

# attending ______

LD 3- Report Section Leader Names to ISA

ActivityYes/No

Names Reported to ISA by 15 June (15 July for

Sections outside the USA and Canada)______

LD 4 - Transition System in Place

ActivityYes/No

Nominating Committee activated

Committee Vice-chairs Appointed______

Section Archives in Place______

"Term Limits" for Leaders Defined______

New Leader Orientation Session held______

LD 5 - Section Leaders in Attendance at Other ISA Meetings

ActivityYes/No

Section Represented at Society Delegates Meeting______

CATEGORY: SECTION SERVICE

SS 1 - Active Committee Chairpersons

ActivityAppointed

Chair Appointed for Committee:

Education (Technical)______

Program______

Newsletter/News & Views______

Membership______

Nominating______

Finance and Budget______

Student Section Liaison Rep______

Marketing______

Historian______

Honors & Awards______

Exhibit______

Section-Division Relations______

Standards & Practices______

Web Master______

SS 2 - Hold Section Member Meetings on Schedule (Minimum required: 3 meetings per year)

ActivityYes/No

Section Meetings Held on Schedule ______

# meetings ______

Average meeting attendance current Section year: ______

Average meeting attendance previous Section year: ______

SS 3 - Section Communications

ActivityYes/No

Newsletter Sent on a Regular Basis ______

# sent ______

Section uses fax database to communicate______

How often? ______

Section maintains online mail list for Section______

Section provides www Home Page______

How many members access? ______

Section regularly uses a phone tree______

How often? ______

Sent Quarterly Reports to District VP______

SS 4 - Student Member and Student Section Support

ActivityYes/No

Provided speakers for Student Section Meetings______

How many meetings?______

Awarded Scholarship(s) ______

How many? ____ TOTAL $______

Sent student(s) to District Leadership Conference ______

How many? ______

Provided financial support for International Student Games ______

How much?$______

Donated ISA Publications or lab equipment to school______

VALUE $______

SS 5 - Section Support

ActivityYes/No

Helped Charter Student Section:______

(Name)______

Helped Charter Regular Section: ______

(Name)______

Reactivated inactive Section:______

(Name)______

Helped create a sub-group (or topic specific committee)______

(Name)______

Date: ______

SS6 - Education Program

Activity

Held education program(s)______

Program name: ______

Date: ______

Program name: ______

Date: ______

SS 7 - Honors and Awards

Activity

Recognized Section Leaders______

Presented Section Awards to Deserving Individuals______

Nominated Section Member(s) for Fellow Grade______

Nominated Section Member(s) for Society Award(s)______

(President’s Name - Please Print)(President’s Signature)

(Section’s Name)(Date)

(District)______