2013 – 2014

Chapter Plan

University of Wisconsin – Eau Claire

University of Wisconsin – Eau Claire ii| P a g e

Table of Contents

Chapter Overview 1

Professional Development 2

Community Service 4

Fundraising 5

Membership 6

Communication 7

Chapter Operations 8

Calendar of Events 9

Budget 2013-2014 10

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University of Wisconsin - Eau Claire AMA Mission Statement

The University of Wisconsin – Eau Claire’s American Marketing Association is a student-run, professional

business organization aimed at providing members with continual knowledge, motivation, and the

leadership skills necessary to be successful in a competitive global business environment. Specifically,

we provide opportunities that assist the professional and personal development of our members, and help

members increase their current networks.

AMA Executive Board

The UW-Eau Claire AMA executive board consists of

eight members committed to the success and growth

of the UW-Eau Claire AMA chapter. Through

extensive planning, budgeting, and communication

our executive board and directors work to overcome

obstacles and implement a wide variety of events

and activities to support our mission. We are all on a

journey to have another successful year.

Developing Young Marketers for the Future

After last year’s success, we are working to build off previous initiatives and develop new strategies for a

successful future. A particular concern has been declining membership and involvement from our general

members. As a result, our theme this year is to focus on “Developing Young Marketers for the Future.”

Target Markets

In order to recruit and attract motivated chapter members, we must identify students who can support our

chapter mission and contribute to our organizations success. We also look for students who will benefit

from the opportunities that the UW- Eau Claire AMA has to offer. We have identified a set of primary,

secondary, and tertiary markets. In our annual report we will assess our membership and the

effectiveness of our targeting approaches.

Primary Target Market: Marketing Majors and Minors

Secondary Target Market: College of Business Students

Tertiary Target Market: Communication and Advertising Majors and Minors

S.W.O.T. Analysis

Strengths Weaknesses

Recognized in the Eau Claire community as an active collegiate group

Strong network of students and community businesses

Experienced and committed advisor

Difficulty communicating all ideas and information within executive board and directors

Keeping members involved throughout the entire school year.

Inexperience of executive board members due to high turnover from previous year

Opportunities Threats

New and returning students interested in joining an organization

Conduct chapter research

Create a database of UWEC AMA Alumni

Strong presence of other successful business organizations on campus

External factors including classes, jobs, internships and joining other organizations

Competition with other organizations for sponsors

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Knowledge Workshops- New Development Initiative Goal:

Have an average of 25 people attend and participate in each of our workshops

Host a total of three workshops Strategy:

Utilize our current connections to host three different workshops throughout the 2013-2014 academic year

Promote our workshops using both internal and external communication methods.

UWEC Regional Conference Goal:

Host our fourth annual regional conference on February 28, 2014

Have an attendance of 75 AMA members from five different Universities in addition to UW-Eau Claire

Encourage 25 AMA members from UW-Eau Claire to volunteer throughout the day

Strategy:

Begin promoting to other Universities in October to create awareness about the event

Reserve venue and communicate with local businesses to help sponsor our conference by November

Finalize all speakers and workshop arrangements by mid-December

Student Professional Development Program Goal:

Have members participate in four professional development workshops: The Business Professional, Professional Image, Etiquette, and Networking Banquet

Have 80% of members complete one of four workshops; 75% complete two of four; 60% complete three of four; 50% complete four of four

Strategy:

Post workshop dates in the Low Down as well as the AMA Weekly

Provide incentive points for completing each workshop

Professional Tours Goal:

Arrange two professional business tours each semester

Have an average attendance of 12 members Strategy:

Collaborate with other organizations on campus to reduce cost and increase the number of attendees

Promote the tours through social media and general meetings to generate interest

Coordinate with local businesses to enhance our relationship with them

General Meetings and Professional Speakers Goal:

Hold bi-weekly meetings with professional speakers sharing knowledge on a variety of business related fields

Have an average of 35 students attending each meeting and 11 professional speakers

Strategy:

VP of Communications will schedule speakers from a variety of professions

Promote each meeting with email blasts, social media, and television screens in our student center

Hershey’s Case Competition Goal:

Establish a team of five members to enter a final report and present at the AMA International Collegiate Conference

Strategy:

Create a timeline to complete primary and secondary research, strategy, creative IMC, and report in a time efficient manner

Hold weekly meetings to get status updates as well as delegate tasks for the week

Mission: To prepare UWEC AMA members for their future career through workshops, marketing

conferences, professional speakers, and certificate programs.

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Resume Portfolio Goal:

Have 20 AMA members turn in a resume to be presented to all professional speakers

Strategy:

Hold a resume workshop to allow students to improve their resume prior to submission

Inform members that we distribute the resume portfolio to all bi-weekly professional speakers and any other interested companies

Encourage all members to send their resume as both a networking and career building opportunity

Sales Competitions Goal:

Have seven members actively participate in sales competitions including: Blugold Sales Competition, UW-Whitewater Regional Conference, Aurora Regional Conference, and Great Northwood’s Sales Warm-Up.

Have two members compete in the AMA Nationals Competition

Strategy:

Encourage a competitive environment by having the top two competitors compete at AMA Nationals

Promote sales competitions at each of our general meetings

Announce top placements at each meeting Marketing Week Goal:

Host a full week of different marketing activities that can involve the entire campus, activities will include: a fundraiser at Buffalo Wild Wings, community service at the Humane Society, a Resume workshop, Caribou Coffee as a guest speaker, an internship panel, and volunteering at Halloween Hallow

Strategy:

Assign each VP a day in their focus area to ensure everything is planned and executed smoothly

VP of Communication and PR Directors will be in charge of promoting all events throughout campus to encourage participation

Certificate Program – New Development Initiative Goal:

Have ten students complete one of the AMA certificate programs

Strategy:

Promote workshop nights using general meetings and social media to demonstrate the benefits

Affordable Integrated Marketing Solutions (AIMS) Goal:

Have 10 individuals actively involved in finding clients and completing projects

Complete a total of eight marketing consulting projects throughout the course of the year for a variety of community businesses

Apply for two research grants through UW-Eau Claire

Strategy:

VP of Business Consulting will serve as business consultants, recruiters, and be responsible for completing each project on time

Use past relationships to generate possible new clients and projects

Encourage members to get real world marketing experience through these unique projects

AMA Regional Conferences Goal:

Attend the UW-Whitewater and Aurora regional conferences with 20 students attending each conference

Strategy:

Promote the competitions and networking opportunities at each general meeting

AMA National Conference Goal:

Increase our attendance at the National Conference by 30% from the previous year

Enter 90% of the AMA National competitions

Place in the SABRE Business Simulation Strategy:

Inform all board members of deadlines and guidelines before the fall semester starts

Promote the conference early on and provide fundraising opportunities for interested members

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Keep on Chuckin’ Run for Cancer Goal:

Donate $2,000 to Cancer Research

Have an attendance of 150 people Strategy:

Collaborate with the City of Eau Claire to obtain the needed permits

Work with businesses to secure donations

Obtain 12 corporate sponsors including a platinum sponsor

Spring Concert - New Development Initiative Goal:

Host a concert that will attract 100 participants

Raise $1,500 to donate to Cancer Research Strategy:

Advertise through social media, around campus, and in the community to attract audiences of all ages

Encourage sponsors from the Keep on Chuckin’ Run for Cancer to donate for the concert

Salvation Army Goal:

Assist families in the application process of Toys for Tots

Have participation of 10 members Strategy:

Collaborate with the Salvation Army to assist in the Toys for Tots program

Inform members of this opportunity through meetings and email

Red Cross Blood Drive Goal:

Hold an on-campus blood driving bringing in 100 donors

Have 20 volunteers throughout the day Strategy:

Work with the Red Cross to successfully plan and execute the event

Advertise through flyers and TV spots to inform the campus of the blood drive

Special Olympics Goal:

Have eight members volunteer at the Special Olympics bowling tournament in November

Form a team of ten people to participate in the Polar Plunge raising $500 for Special Olympics

Strategy:

Find volunteers willing to focus on Special Olympics

Encourage members to raise money for the Polar Plunge throughout the year

Hope Gospel Mission Goals:

Have four members volunteer at least twice at the Ruth House to prepare meals for the homeless

Strategy:

Find a group of students willing to volunteer at least twice in a semester

Promote this opportunity through general meetings and email blasts

Halloween Hallow - New Development Initiative Goal:

Gather 15 volunteers to help run the haunted house and behind the scenes activities

Strategy:

The Vice President will encourage involvement by discussing the opportunity at general meetings and obtaining volunteers

Humane Society - New Development Initiative Goal:

Work with the Humane Society to have a group of 3 students volunteering each week

Create one marketing volunteer opportunity with 10 participants

Strategy:

Promote and gain volunteers at each general meeting, through email blasts, and mentor groups

Work with the Humane Society to monitor progress

Mission: To provide a connection between UWEC – AMA students and community partners to

promote learning experiences and development through participation in thoughtfully organized

services experiences.

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AIMS

Goal:

Complete eight paid marketing consulting projects earning a total of $3,200

Obtain research grant for a total of $ 2,000

Gain participation from 10 members Strategy:

Create two teams of six students who will be managed by the VP of Business Consulting and the Directors of Marketing Services

Continue to build our clients through relationships with the University and AMA alumni

Halloween Hallow - New Development Initiative

Goal:

Encourage 15 students to volunteer at Halloween Hallow and raise $250

Strategy:

Promote this fundraiser through our general meetings and marketing week events

College of Business Apparel – New Development Initiative Goal:

To create and sell at least 150 items of UWEC College of Business Apparel to both faculty and students to raise $1,000

Create a foundation for this to be an ongoing fundraiser

Strategy:

Work with our VP of Administration to design clothing

Inform students and faculty by holding a booth in our student center

Have students bring sign-up sheet and clothing designs to classes

“What’s brewin’ with AMA?” – New Development Initiative Goal:

Sell coffee and donuts once a week to raise money and promote our chapter

Raise a total of $1,200

Promote upcoming events and meetings Strategy:

Gather enough members to volunteer selling the coffee and donuts

Promote fundraiser through flyers and posters

Remain located in the same area so purchasing becomes a habit for students and faculty

UW Planner Sales

Goal:

Develop concepts for 7,000 student planners that will promote AMA

Distribute all planners around the UWEC campus earning $800

Strategy:

Hand out planners during the Blugold Organization Bash to assist in promoting AMA on campus

Distribute planners to on campus counseling services and local businesses

Professional Photos at Internship Mania – New Development Initiative Goal:

Take 100 student professional photos

Sell photos for $2 apiece, raising $200 for our chapter

Strategy:

Work with a photographer to ensure nice photos

Advertise around campus by using brochures, email blasts, TV monitors and posters

Spring Internship Mania

Goal:

Sponsor the UWEC Spring Internship Mania event with 800 student attendees and 95 employers

Provide 30 AMA members to assist in the production and promotion of the event to earn $300

Strategy:

VP of Fundraising and VP of Events will work with Career Services to execute the event

Assist with promoting the event around campus and at our AMA general meetings

Buffalo Wild Wings – New Development Initiative

Goal:

Pass out flyers to 75 people in the community

Raise $100 to contribute toward our chapter Strategy:

VP of Finance will work with Buffalo Wild Wings to set up a date and time to host a fundraiser

distribute flyers and utilize social media posts

Blugold Grant

Goal:

Obtain a competitive $8,000 grant from UWEC Strategy:

Apply for the Blugold grant through UWEC

National’s Fundraising Two AIMS Projects: $800 AIMS Research Grant: $1,000 COB Apparel: $1,000 Halloween Hallow: $250 UW Planner Sales: $800

Fundraising Totals Chapter Fundraising: $5,700 National’s Fundraising:$3,850

Total Fundraising: $9,550

Mission: Provide opportunities for members to interact with local businesses and develop their marketing

skills while benefitting our chapter financially.

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Recruitment and Retention Goal:

Host an informational open house with at least 50 people in attendance

Obtain 30 new members in the fall semester and 15 new members in the spring

Retain 90% of our members from the previous year

Strategy:

Provide information about AMA at the Blugold Organizational Bash and through the student planners

Chalk classrooms to inform students about each general meeting

New Member Dinner Goal:

Have 20 members attend

Host different games getting members to know one another

Strategy:

Advertise the event at our meetings

Discuss past New Member Dinner experiences to demonstrate the benefits

Mentor Groups Goal:

Establish strong relationships between general members and AMA leaders by breaking into groups at the end of each general meeting

Provide opportunities for involvement in areas of interest to further develop our members

Strategy:

Explain the opportunities each VP is responsible for and allow members to select a group of interest at each meeting.

Spend ten minutes of every meeting with their mentor group building relationships and discussing opportunities for involvement

Keep communication lines open through emails and text messages for updates

Semi-Formal Goal:

Host a dual organization semi-formal with 75 attendees

Strategy:

VP of Events will work closely with BUS (another business organization)

Promote through social media, general meetings, flyers, and email blasts

Membership Appreciation Goal:

Recognize a member of the week at each general meeting

Honor members at the end of each semester with a variety of awards such as Most Involved, Life of AMA, Best Professionally Dressed, etc.

Strategy:

Reward member of the week based on participation

Distribute an end of the semester survey to determine award winners

Recognize winners at award ceremony as well as on our website

Social Events Goal:

Host social events at least twice a month

Have at least 15 members attend each event

Make each event unique Strategy:

Promote social events at every meeting, in our newsletter, weekly emails, Facebook, and Twitter

Break off into groups at each meeting so members feel comfortable with attending each event

Membership Drive Goal:

Speak at ten entry level business classes to inform students about AMA

Attend both the first and second semester Blugold Organization Bash (BOB)

Strategy:

VP of Membership will contact ten entry level business professors to speak to their classes

Host a booth at BOB with AMA brochures AMA Scholarship – New Development Initiative Goal:

Create a $200 scholarship for a new UWEC AMA member

Create a $300 scholarship with guidelines for any UWEC AMA member

Strategy:

Reach out to corporate sponsors to help fund the AMA Scholarship

Require attendance at four general meetings, five socials, and three volunteer events.

Mission: Recruit new members with a variety of different interests to allow our chapter to develop

new ideas and gain dedicated members.

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Internal External

AMA Weekly Goal:

Generate a weekly email to send to all AMA members to inform and update them on current and upcoming activities

Strategy:

VP of Administration will send a weekly email, informing members of upcoming events by Tuesday of each week

Low Down Goal:

Create a bi-weekly newsletter, also known as the Low Down, to inform and update members on upcoming events, community service projects, and professional development opportunities

Include a profile of our professional speakers Strategy:

Directors of Public Relations will be in charge of using Microsoft Publisher to create an attractive Low Down to be distributed at every general meeting

Leadership Binder Goal:

Update and maintain leadership binders for all executive board and director positions

Strategy:

Encourage executive board members and directors to update their binders after each semester

Social Media Goal:

Increase our Facebook ‘likes’ and Twitter followers by 35%

Promote interactivity on both Facebook and Twitter through contests and pictures

Create an Instagram account and gain 25 followers

Strategy:

Promote Facebook, Twitter, Instagram, and Linkedin during our open house and each meeting

Offer contests and prizes specific to being interactive with Facebook and Twitter

Press Releases Goal:

Release three press releases per month and send them to Bizwire, the College of Business Newsletter and various local news media

Have two press releases featured in the Leader Telegram

Strategy:

VP of Communication and Directors of Public Relations write press releases promoting the activities and involvement of AMA members at UWEC

Monthly News Letter Goal:

Prepare a monthly newsletter that will be sent out to demonstrate the achievements and accomplishments of our chapter

Strategy:

VP of Communications will be responsible for writing the monthly newsletter and documenting the chapters success

VP of Finance and Communications will be responsible for distributing the newsletter

Website Goal:

Update our website to be more user friendly, interactive, and up to date

Place in top ten in the Wix.com AMA website competition

Strategy:

Have VP of Administration work with a group of students to brainstorm ideas and ways to improve our website

Maintain and up-date the website every week

Mission: Create effective communication within the organization between the executive board,

directors, and general members as well as efficient external communications both promote

UWEC – AMA and obtain the support of alumni and regional businesses.

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Chapter Research Goal:

Conduct a survey after each meeting to obtain membership feedback on organizational effectiveness and satisfaction with activities

Hold two focus groups of 8-12 students each to get information on how to improve AMA

Create a survey after each workshop to allow students to provide feedback and to improve future workshops

Strategy:

Find new AMA members who participate in activities to become actively involved in AMA focus groups

Offer online surveys either over email or social media to get more insight on ways to improve AMA

Incentive Points Goal:

Develop and build upon the incentive point program to encourage, promote, and track membership participation

Strategy:

VP of Membership will create different point levels based on the activity a person participated in

Promote incentive points at each meeting and hold awards for top members at the end of each semester

Advisor Meetings Goal:

Have all Executive Board Members meet with our advisor once a week

Strategy:

Advisor will ensure all operations are running smoothly

Leadership Meetings Goal:

Hold weekly meetings for the executive board members to ensure better communication

Have bi-weekly directors meetings to allow time to update all leaders of upcoming activities and events as well as any issues that might arise

Strategy:

Reserve a venue on campus and hold meetings at the same time each week or every other week

Inform all executive board members and directors of the meetings and provide reminders of date, place, and time

Director and Executive Board Training - New Development Initiative Goal:

Provide information for new directors and future executive board members to have a smooth transition period

Strategy:

Use our leadership binders as the primary means of education and tips

Provide position descriptions and details of responsibilities to educate individuals who want to hold a leadership position

Hold a pass off meeting where individuals in a new position can ask questions and get advice

Directors Retreat Goal:

Have two events, one each semester, promoting team building and relationships between the leaders of our chapter

Have a 95% attendance rate between the executive board members and directors

Strategy:

VP of Activities will coordinate all the traveling and overnight arrangements and provide an outline for the upcoming activities for the semester

Chapter Plan and Annual Report Goal:

Submit each report on time and by the guidelines

Strategy:

Have our advisor read through each report

Mission: To have well defined procedures and processes to ensure that organizational goals are

met.

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5, 12, 19, 26 - Board Meeting 4 - BOB, Planner Distribution 5 - Open House HHH 102 12 - Social Media Workshop 12 - First General Meeting 13 - New member dinner 17 - Director Interviews 19 - Directors Meeting 21, 22 - Directors Retreat 26 – Second General Meeting Buddy Bowling

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30 - Board Meeting 30 - Open House J

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3, 10, 17, 24 - Board Meeting 3 - Directors Meeting 4 - Hay Ride 7- Buffalo Wild Wings Fundraiser 8- Volunteer at the Humane Society 9- Resume Workshop 10 - Caribou Coffee Speaker 10 - Third General Meeting 11- Internship Panel 13 - Halloween Hallow 17 - Directors Meeting 18 - Aurora Regional Conference 24 - Fourth General Meeting 25 - UW-Whitewater Regional Conference 31 - Directors Meeting

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6, 13, 20, 27 - Board Meeting 1-2 - Directors Retreat 6 - Fun Run Meeting First General Meeting 13 - Fun Run Meeting Directors Meeting 19 - New Member Dinner 20 - Fun Run Meeting Second General Meeting Buddy Bowling at 9 p.m. 27 - Fun Run Meeting Directors Meeting 28 - Regional Conference

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31-2 - Great Northwood’s Sales Warm-up 7, 14, 21 - Board Meeting 7 - Fifth General Meeting 8 -Triple House Hop 14 - Directors Meeting 16 - Semi Formal 21 - Sixth General Meeting

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6, 13, 27 - Board Meeting 6 - Fun Run Meeting Third General Meeting 7 - Triple House Hop 13- Fun Run Meeting Directors Meeting 27- Fun Run Meeting Directors Meeting 29 - Semi Formal

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5, 12 - Board Meeting 5 - Directors Meeting 10 - Director Interviews 12 - Pass offs

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3, 17, 24- Board Meeting 3 - Fun Run Meeting Fourth General Meeting 10 – 12 - Nationals 17 - Fun Run Meeting Fifth General Meeting 24 - Fun Run Meeting Directors Meeting 26 - Fun Run and Spring Concert

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1 – Elections 6 - Director Interviews 8 - Pass offs

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Revenue Expenses

Membership Membership

Dues $2,450.00 Blugold Organization Bash (2) $100.00

Total Membership $2,450.00 Director Interviews (2) $50.00 Fundraising Pre-Meeting Snacks (10) $150.00 Planner Distribution $800.00 Speaker Gift Certificates (10) $100.00 Buffalo Wild Wings $100.00 Elections (2) $100.00 Coffee and Donuts $1,250.00 Recruitment Materials $200.00 Halloween Hallow $250.00 Membership Supplies $100.00 Internship Mania Assistance $300.00 New Member Dinners (2) $160.00 College of Business Apparel $1,000.00 Open House (2) $250.00

Photo Booth $200.00 Total Membership $1,210.00

Total Fundraising $3,900.00 Fundraising Keep on Chuckin’ Run for Cancer Coffee Fundraiser $1,000.00 Corporate Sponsorship $5,000.00 Buffalo Wild Wings $50.00

Registration Fees $2,500.00 Total Fundraising $1,050.00

Raffle $100.00 Keep on Chuckin’ Run for Cancer Staff Shirts $100.00 Insurance $200.00 Paypal $100.00 Permits $2,000.00

Total Fun Run $7,800.00 T-shirts $1,500.00 Social Activities Promotional Supplies $100.00 Socials (8) $400.00 Supplies $325.00

Hay Ride $115.00 Total Fun Run $4,125.00

Semi-Formal (2) $2,500.00 Social Activities Triple House Hop (2) $700.00 Directors Retreat (2) $550.00

Total Social Activities $3,715.00 Socials (8) $200.00 AIMS Hay Ride $250.00 Research Project Poster Board $2,000.00 Buddy Bowling (2) $175.00 3 Projects / semester $2,800.00 Semi-Formal (2) $4,000.00

Total AIMS $4,800.00 Triple House Hop (2) $200.00

Grants Total Social Activities $5,375.00

Blugold Commitment $7,400.00 Community Service

Total Grants $7,400.00 2014 Fun Run Donation $3,100.00

Total Community Service $3,100.00

Totals Collegiate AMA

National Dues $1,645.00

Starting Balance $5,222.29 National Travels $7,400.00

National Exhibit $50.00

Add: Revenue $30,065.00 T-shirts $100.00

Less: Expenses $24,505.00 Aurora Regionals $300.00

Whitewater Regionals $300.00

Ending Balance $5,560.00 Total Collegiate AMA $9,045.00

Member Scholarship Membership $200.00 Leadership $300.00

Total Scholarship $500.00 Miscellaneous Misc. Fees $100.00

Total Miscellaneous $100.00