FBLA Advisor Handbook

193 Pages·2014·7.18 MB·English

August 2014

Dear FBLA Chapter Adviser:

Welcome to the 2014–15 membership year! This year's theme is Step Up to the Challenge! This
new FBLA Chapter Management Handbook will help you and your students step up their
business knowledge this year. The Chapter Management Handbook is designed to be your easy-
to-use, complete guide to FBLA.

We are pleased to include a new membership poster and NFLC Guide. This guide highlights our
National Fall Leadership Conferences, which are held in three different geographic locations each
year and provide students and advisers with an opportunity to share ideas and reaffirm common
goals with their peers from across the country. Members participate in leadership and professional
development workshops. This year’s conferences will be held in the following locations:

Washington, D.C. Minneapolis, Minnesota New Orleans, Louisiana
November 7-8, 2014 November 14-15, 2014 November 21-22, 2014

To put your new Chapter Management Handbook package together, simply insert the sections
before the corresponding section title page. The inserts included with the text pages should be
kept with your handbook. They have been provided by our national partners and should be
inserted as follows:

! Fundraising
• Association Motor Club Marketing (AMCM)
• Country Meats
• DormCo.com
• Ozark Delight Candy Company
• Pride Distributors
• Schermer Pecans
• School Spirit Coffee
• Tom-Wat Fundraising
• Zinch

! Building a Chapter
• Junior Tours
• Knowledge Matters

! MarketPlace – Combined catalog and order form.

Best wishes for an exciting and successful year!
Enclosures
cOnTenT s
ABOUT FBLA-PBL 3
WHO WE ARE 3
HOW FBLA-PBL is ORGANizED 3
CONFERENCEs 3
1912 Association Drive | Reston, VA 20191
BENEFiTs 3
(P) 703.860.3334 (F) 866.500.5610
MissiON sTATEMENT 4
GOALs 4 [email protected] | fbla-pbl.org
CODE OF ETHiCs 4

CREED 4
PLEDGE 4
BUiLding A chAPTer 5
OFFiCER ROLEs & ELECTiONs 7
CHAPTER MEETiNGs 7

Program of Work 8
sUGGEsTED COMMiTTEEs 8
PROGRAM OF WORK PLANNiNG 10

Tools & Activities 11
ADVisER REsOURCEs 11
TRADEMARK POLiCY 12
LOGOs AND sERViCE MARKs 12
sOCiAL NETWORKiNG GUiDELiNEs 13
EDUCATiONAL PROGRAMs & CURRiCULUM 14
BUsiNEss ACHiEVEMENT AWARDs (BAA) 18
CONFERENCEs 20
COMPETiTiVE EVENTs 20
COMMUNiTY sERViCE 22
NATiONAL CELEBRATiONs 22
recrUiTmenT, reTenTiOn, &
recOgniTiOn 23
RECRUiTMENT 23
FBLA CHAPTER REGiONs 23
MEMBERsHiP BENEFiTs 24
RECRUiTiNG MEMBERs 25
5 sTEPs TO sUCCEss 25
RECRUiTMENT iDEAs 26
RETENTiON 27
RECOGNiTiON 27

FUndrAising 29
GETTiNG sTARTED 29
OTHER sOURCEs OF iNCOME 29
TiMELiNE AND PLANNiNG sHEET 31
FUNDRAisiNG PARTNERs 30
schOLArshiPs 33
FBLA nATiOnAL BYLAWs 37

cOmPeTiTive evenTs 41
FOrmAT gUide 137
APPendices 159
mArkeTPLace
Copyright FBLA-PBL 2014. All Rights Reserved. Designed by: FBLA-PBL, Inc. CHAPTER MANAGEMENT HANDBOOK | 1

ABOUT FBLA-PBL
WhO We Are hOW FBLA-PBL is OrgAnized cOnFerences
For nearly eighty years, FBLA-PBL has been FBLA-PBL offers a breadth of activities
dedicated to inspiring and developing the that build personal and professional skills,
next generation of leaders by preparing including unique career-development
members for careers in business and busi- programs and a variety of conferences and
nATiOnAL cenTer
ness-related fields. workshops:
• Competitive events
FBLA-PBL’s mission is to bring business and
• National Leadership Conference (NLC)
education together in a positive working
• institute for Leaders (iFL)
relationship through innovative leadership
• National Fall Leadership Conference
and career development programs. sTATe Advisers
(NFLC)
More than a quarter million strong,
FBLA-PBL is the largest business career
BENEFITS
student organization in the world and
• Scholarships
spans four divisions: LOcAL Advisers
• Trophies and cash awards
• Travel
• Future Business Leaders of America
• Discounts on hotel and
(FBLA) for high school students
travel
• FBLA-middle Level (FBLA-mL) for
• Networking
junior high, middle, and intermediate memBers
• Electronic career portfolio
school students
• Co-curricular education
• Phi Beta Lambda (PBL) for postsec-
programs
ondary students
• Recognition programs
• Professional division (Pd) for work-
• Publications
ing professionals and FBLA-PBL alumni
• Friendship and fun
CHAPTER MANAGEMENT HANDBOOK | 3
missiOn sTATemenT
To bring business and education together in a positive working relationship through
innovative leadership and career development programs.
gOALs creed
• deveLOP competent, aggressive business • i BeLieve education is the right of every
leadership. person.
• sTrengThen the confidence of students in • i BeLieve the future depends on mutual
themselves and their work. understanding and cooperation among
• creATe more interest in and understanding of business, industry, labor, religious, family,
American business enterprise. and educational institutions, as well as
• encOUrAge members in the development of people around the world. i agree to do
individual projects that contribute to the im- my utmost to bring about understand-
provement of home, business, and community. ing and cooperation among all of these
• deveLOP character, prepare for useful citizen- groups.
ship, and foster patriotism. • i BeLieve every person should prepare
• encOUrAge and practice efficient money for a useful occupation and carry on that
management. occupation in a manner that brings the
• encOUrAge scholarship and promote school greatest good to the greatest number.
loyalty. • i BeLieve every person should actively
• AssisT students in the establishment of occu- work toward improving social, political,
pational goals. community, and family life.
• FAciLiTATe the transition from school to work. • i BeLieve every person has the right to
earn a living at a useful occupation.
• i BeLieve every person should take
responsibility for carrying out assigned
cOde OF eThics
tasks in a manner that brings credit to
• i WiLL be honest and sincere.
self, associates, school, and community.
• i WiLL approach each task with confidence in my
• i BeLieve i have the responsibility to
ability to perform my work at a high standard.
work efficiently and to think clearly. i
• i WiLL willingly accept responsibilities and duties.
promise to use my abilities to make the
• i WiLL seek to profit from my mistakes and take
world a better place for everyone.
suggestions and criticisms directed toward the
improvement of myself and my work.
• i WiLL abide by the rules and regulations of my
school.
• i WiLL exercise initiative and responsibility and PLedge
will cooperate with my employer and fellow i sOLemnLY PrOmise to uphold the aims
workers.
and responsibilities of Future Business Lead-
• i WiLL dress and act in a manner that will bring
ers of America-Phi Beta Lambda and, as an
respect to me and to my school.
active member, i shall strive to develop the
• i WiLL seek to improve my community by con-
qualities necessary in becoming a responsi-
tributing my efforts and my resources to worth-
ble business leader.
while projects.
4 | FBLA-PBL.ORG
building a chapter
A successful chapter starts with you, the local chapter adviser. Know Meet with your school’s princi-
your roles, then get started with the chapter-building basics. pal and guidance counselors
elect student officers
I believe education is the right of every person.
I believe the future depends on mutual under-
standing and cooperatMiEEoT n among business, in- collect dues
with your school’s
dustry, labor, religiopuarnincceip s caol au,nnds e glofurisd-amily, and education-
al instIiNTtEGuRATtE ions, as well as people aELrECTo und the
world. I agree to do my utmost to bring about review the Chapter Manage-
FBLA into your student officers
understclaassronomding and cooperation among all of
ment Handbook.
these groups. I believe every person should pre-
pare for a useful occupation and carry on that
occupation in a maBnUnIeLrD ItNhGa tY ObUriRngs the great-
est good to the g r e a t eCsHt nAuPmbTeErR. I believe every contact your state adviser
person should actively work toward improving
social, SCHpEDoULElitical, community, and famiClOLyLEC T life. I
believmeon thely mveetinegsry person has the right to earduens a liv- integrate FBLA into your class-
ing at a useful occupation. I believe every per-
room
son should take responsibility for carrying out
assigned tasks in a manner thatRE VIbEW rings credit to
CONTACT
self, associates, school, and comthe mChapteur nity. I believe
I have the respoyounr statse ibility to woMarnagkebmooekn t Heandf-ficiently and Schedule monthly meetings
to think clearly. I promise to use my abilities
to make the world a better place for everyone.
recruit new members
CHAPTER MANAGEMENT HANDBOOK | 5
Building a Chapter B/C
chapter-building basics
Use this checklist to ensure your chapter is ready for business.
Read youR Chapter ManageMent handbook
ConneCt with youR state adviseR
Contact FBLA state adviser to learn about events and activities in your state. Make sure he/she has
your key contact information so he/she can send you updates, information, and provide local technical
support.
ConneCt with youR sChool’s business offiCe
You’ll need to pay membership dues, so find out how your school processes membership dues, travel
funds, and conference registration fees.
Get to know sChool poliCies and pRoCeduRes
Many FBLA activities require travel to off-campus events, both day and overnight. Learn about your
school’s excused absence policies, chaperone requirements, substitute teacher processes, and other
procedures.
CheCk on fundinG suppoRt fRom youR sChool oR distRiCt offiCe
How is federal Carl Perkins or state Career Technical Education (CTE) funding used at your school?
Some districts allow funding to support transportation, lodging, educational resources, study materials,
conference registration, and/or adviser professional development. Find out if there are restrictions on
fundraising (e.g., nutritional issues with candy sales) or service activities.
Give youR ChapteR visibility
Many schools have a yearly activities calendar. Include your key FBLA events. This also is an effective
recruitment tactic.
meet with youR sChool’s CounseloRs
Connecting with school counselors is a key way to ensure your business, marketing, management, and
information technology courses are full of great students—and potential FBLA members. Help coun-
selors understand the academic rigor and relevance of FBLA; show them the FBLA competitive events
program so they can see how FBLA fits into class curricula.
find Co-adviseRs
Ask your fellow teachers to join as co-advisers. Talk with your business department chair, fellow CTE/
business class instructors, and other teachers. Co-advisers do not need to travel or sign up for
after-school assignments. Their assistance will help you build an award-winning program and multiply
your success.
inteGRate fbla into youR ClassRoom
FBLA is a co-curricular educational tool. Provide time for meetings and projects in class. Introduce the
competitive events program and Business Achievement Awards as class projects. Treat each of your
students as an FBLA member and ask them to join!
6 | FBLA-PBL.ORG
building a chapter
eMbleM cereMOny
Use this ceremony during a first meeting or open house. Or
combine it with an officer installation, chapter installation,
or new member induction ceremony (go.fbla.org/elearning).
OFFicer rOleS & electiOnS
Download the FBLA crest from go.fbla.org/logos.
Student officers are the backbone of chapter operations. The local
chapter and adviser determine the number of elected officers for
Suggested Officer Scripts
president their chapter. Most chapters elect a president, vice president, sec-
retary, and treasurer. Roles might extend to class representatives,
Welcome to the FBLA-PBL Emblem Ceremony. Our emblem or shield who report upcoming activities to their respective classes. See the
illustrates the importance of our mission to bring business and edu- Bylaws, Article VII, Sections 1–6 for a list of basic duties by office.
cation together in a positive working relationship through innovative
leadership and career development programs. Look for student leaders who will fulfill these responsibilities:
vice president
• facilitate an environment where all members can grow pro-
fessionally;
Education symbolizes the right of every individual.
• keep members informed about all organizational activities;
(Place “Education” on display.)
• include all members in a dynamic program of work and wel-
secretary come their suggestions;
• conduct the chapter business in proper parliamentary pro-
Progress represents the challenge of tomorrow, which depends on cedure and maintain complete, current records and minutes;
mutual understanding and cooperation of business, industry, labor, and
religious, family, and educational institutions and by people of our • encourage individual and chapter participation in district/
own and other lands. (Place “Progress” on display.) regional, state, and national conferences.
appendiX: a.2 Sample Point System
treasurer (or other officer)
Future reminds us the future of the world depends upon the quality Officer elections
of leadership we are able to produce, and with FBLA-PBL we will be When considering officer candidates, look for members who are
the business leaders of the future. We must learn to recognize how enthusiastic and knowledgeable about the organization and
and where our individual talents will be useful. (Place “Future” on motivated to get their hands dirty. At a minimum, you need two
display.) officers to run your chapter: president and secretary. However, five
to seven officers are optimal. Elections may occur in the spring or
reporter (or other officer)
the beginning of the school year.
Business is our world. To be successful in business, a person must be
You may opt to elect officers from the floor, however, FBLA-PBL
educated both formally and informally in business methods and
recommends selecting officer candidates through an applica-
procedures and in the basic principles of our economic system and
tion-screening process. Notify qualified candidates, then present
government. (Place “Business” on display.)
them to members during a chapter meeting. Each candidate may
give a one- to two-minute speech before members vote. A hand
historian (or other officer)
vote, voice vote, or ballot vote is acceptable. Refer to your local
chapter bylaws for election procedures.
Leaders represent the search for knowledge in order for us to become
better citizens. This knowledge will prepare us for the great task of
appendiceS: a.3 Sample Officer Application; a.4 Fill-in-the-blank
leadership ahead. (Place “Leaders” on display.)
Chapter Bylaws
parliamentarian (or other officer)
chapter MeetingS
America. Finally, we think about America. The future of America Use this time to brainstorm, make decisions, and plan events.
depends on our generation. We should pledge ourselves to use our Regular, well-planned meetings help maintain member interest
abilities to make America a better place for everyone. and participation, help you schedule events, plan activities, and
(Place “America” on display.) promote the general welfare of the association. It is important to
maintain a balance between business and social activities.
president
appendiceS: a.5 Sample Chapter Minutes; a.6 Sample Agenda
All the words together stand for Future Business Leaders of America.
The emblem stands for our organization, which provides opportuni-
ties for each member to become a leader of tomorrow.
appendiX: a.1 Chapter Ceremonies
CHAPTER MANAGEMENT HANDBOOK | 7
prOgraM OF wOrk
cOMMittee leaderShip
The next steps in building a chapter are professional development
to develop a program of work and set up Plans icebreakers and finds guest speakers
committees to help complete chapter for meetings; coordinates business tours
projects. and social activities. Vice president
The program of work is a written ac- community Service
tion plan consisting of goals, strategies, Facilitates chapter’s community involve-
and chapter activities as determined by ment by coordinating service activities.
chapter officers. Chapter committees plan committee chairman
all activities, and since members support Fundraising
what they help create, each chapter mem- Plans chapter fundraisers in support of
ber should serve on at least one standing chapter activities, including conferences,
committee. seminars, travel, etc.
More: go.fbla.org/fblafundraising committee secretary
SuggeSted cOMMitteeS
Appointed committee chairs prepare recruitment/Membership
brief project reports for every completed Plans recruitment and retention activities.
project. Many chapters have the following
ongoing committees to build chapter appendiceS: b.1 Local Chapter Monthly Members
involvement:
Report; b.2 Sample Monthly Financial Report
8 | FBLA-PBL.ORG
prOgraM OF wOrk
AC TIvITIES

at-a-glance
Use the following calendar as a guide as you develop your program of work.
• Plan officer training • Place membership recruitment posters and
J • Prepare program of work flyers around school; post and share about
a
u • Plan pool party/cookout for officers FBLA on social media
u
l • Meet with local officers to prepare a recruit-
g
y ment drive
• Hold chapter meeting and committee • Membership deadline: October 20
S sign ups • Hold chapter meeting
O
• Plan membership recruitment drive • Plan Emblem and Induction Ceremonies for
e
• Participate in Super Sweeps c new members
p
• Develop member committees t • Promote competitive events and have
t
• Submit dues to national office students begin preparing/studying
• Hold chapter meeting
• Hold chapter meeting
• Promote American Enterprise Day
n d • Organize a community service project
• Promote Prematurity Awareness Day/Month
O e • Plan a social for your chapter members
• Participate in a local competition
V c • Promote the BAA
• Attend a National Fall Leadership
Conference
• Hold chapter meeting
• Hold chapter meeting
• Celebrate Career and Technical
J • Sponsor second semester recruitment drive F
Education Month
a • Participate in district/regional e
• Celebrate FBLA-PBL Week
competition
n b
• Plan a job shadowing experience for mem-
bers
M • Membership deadline: March 1 a • Membership Madness and Mania dead-
a • Hold chapter meeting p lines: April 1
r • Plan chapter trip and business tours r • Hold chapter meeting
• Attend state spring conference • Attend State Leadership Conference
c i
h l
• Plan end-of-the-year banquet • Attend FBLA National Leadership
M • Complete electronic scrapbook J Conference
a • Elect new officers u
• Sponsor pizza/bowling night n
y
e
CHAPTER MANAGEMENT HANDBOOK | 9