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Borradaile Challenge

A Guide To Building a Strong, Healthy and Vibrant Chapter Experience

Why the Borradaile Challenge Exists

The Creed doesn't ask a Phi Tau to simply hold membership — it asks him to strive to attain its ideals and, in doing so, bring to it honor and credit. That's a standard of action, not just belief, and standards of action need a way to be measured. The Borradaile Challenge is that measurement. It takes the Creed's ideals — brotherhood, loyalty, citizenship, obligation to others — and translates them into twelve concrete, trackable behaviors so that "striving toward the ideal" isn't left to good intentions alone.

The tie runs through nearly every line:

  • "I believe in the spirit of brotherhood for which it stands" shows up directly in the Brotherhood and Membership Development categories — Ritual, events, and shared experience are how that spirit gets built and kept, not just professed.

  • "I shall be loyal to my college and my chapter and shall keep strong my ties to them" is the entire logic behind Campus & Community Involvement, Campus Relationship compliance, and Stakeholder Outreach. Loyalty that isn't maintained through actual contact — with the institution, with alumni, with parents — fades. The Challenge keeps that loyalty active rather than sentimental.

  • "I shall be a good and loyal citizen" and "the obligation to others which arises from the fact that I am a fraternity man" are lived out in Community Service and Philanthropy. These categories exist because the Creed's obligation to others was never meant to stay internal to the chapter.

  • "A mark of distinction in which I take just pride" only remains a mark of distinction if the chapter earns it every year — which is what Scholarship, Recruitment, Retention, and Chapter Compliance Standards protect. Pride without accountability is just nostalgia; the Challenge is what keeps the distinction real.

Put simply: the Creed tells a Phi Tau what kind of man and what kind of chapter he's supposed to be part of. The Borradaile Challenge is how the Fraternity checks, every year, whether that's actually true — not to police chapters, but to make sure the promise made to every man at initiation is one the chapter is still keeping.


What is the Borradaile Challenge?

The Borradaile Challenge is Phi Kappa Tau’s primary framework for evaluating overall chapter performance during the calendar year.

Each chapter is assessed across 12 performance categories, with each category earning one of three designations:

  • Minimum Expectations

  • Exceeds Expectations

  • Outstanding

Your chapter’s overall standing is determined by a composite score based on performance in all categories.


Why the Borradaile Challenge Matters

The Borradaile Challenge is used to:

  • Set clear expectations for chapter success

  • Guide goal setting and officer planning

  • Measure year-over-year improvement

  • Inform recognition, awards, and intervention strategies

Every chapter should be reviewing its Borradaile standing at least once per month during Executive Council meetings.


Key Downloads

Borradaile Challenge Grading Scale (PDF)
Use this to understand how points are awarded and how composite standings are calculated.

Borradaile Challenge Tracking Tool
Use this worksheet to track progress throughout the year and identify priority focus areas.

Need help? Your Chapter Services Consultant can review your tracker and help you create a plan to improve your standing.


How Scoring Works

Each category earns points based on whether the chapter meets Minimum, Exceeds, or Outstanding criteria. To determine final standings, the Executive Offices use a customized grading scale that assigns point values to each category to calculate a final standing.

  • Points are weighted across categories

  • Scores are combined to calculate a final composite standing

  • Falling below minimum standards in key compliance areas may impact overall status, regardless of other performance


Performance Categories & Standards

Below are the 12 Borradaile Challenge categories. Expand each section to view expectations.

1. Chapter Compliance Standards

This is the floor, not the ceiling — Health & Safety, new member education, financial standing, reporting, campus relationship, educational programs, and social media are the non-negotiables that keep a chapter's charter and its members safe. A chapter can be thriving on paper elsewhere, but a Health & Safety violation, a lapsed financial standing, or a missed report is what actually triggers probation, suspension, or closure. This category exists because everything else on the Challenge only matters if the chapter is still standing to pursue it.

Health & Safety

  • Chapter does not have any Health & Safety Policy violations and all Health & Safety seminars and reports are submitted on time.

New Members

  • New associate members go through an official new member education program and online training.

Financial

  • Chapter is financially current with payment to the National Fraternity and has not received a financial suspension for a 90-day balance with the Executive Offices during the previous calendar year.

Reporting

  • All reports to the Executive Officers are submitted on time.

Campus Relationship

  • The chapter meets with the institution’s Fraternity & Sorority Life (FSL) staff or other relevant office at least once a semester.

Educational Programs

  • The chapter attends all mandatory Phi Kappa Tau Educational Programs as required.

Public Relations / Social Media

  • Chapter social media posts adhere to the Phi Kappa Tau Social Media Policy and are consistent with the Fraternity’s values and mission.

  • All required reports submitted to Executive Offices on time


2. Operations

Officer transitions, Standards Board accountability, and annual strategic planning are the mechanics that let a chapter survive beyond any one strong officer class. Chapters that skip transition planning lose institutional knowledge every May; chapters without a functioning Standards Board have no internal mechanism to hold members accountable short of national intervention. This is the difference between a chapter that runs itself and one that requires constant Executive Office or volunteer intervention.

Outstanding:

  • Chapter conducts an officer transition and an organized goal-setting retreat that includes the Board of Governors.

  • Chapter holds members accountable through its Standards Board.

  • Chapter has an annual strategy plan to achieve its goals.

Exceeds Expectations:

  • Chapter conducts an officer transition and an organized goal-setting retreat.

  • Chapter holds members accountable through its Standards Board.

Minimum Expectations:

  • Chapter conducts an officer transition.

  • Chapter holds members accountable through its Standards Board.


3. Brotherhood

Retention and member satisfaction don't come from formal programming alone — they come from members actually wanting to show up. Frequent brotherhood events, consistent Ritual practice, and recognition programs build the identity and connection that keep members engaged through graduation rather than fading out after their pledge class friends move on. Chapters with weak brotherhood are the ones that quietly bleed members even when recruitment numbers look fine.

Outstanding

  • 8+ non-social brotherhood events per term

  • All Ritual ceremonies performed

  • Brotherhood Awards Program

  • Brotherhood retreat

Exceeds Expectations

  • 5–7 non-social brotherhood events per term

  • All Ritual ceremonies performed

  • Brotherhood Awards Program

Minimum Expectations

  • 4 non-social brotherhood events per term

  • All Ritual ceremonies performed


4. Membership

Chapter size relative to the campus IFC average is a leading indicator of both social capital and financial capacity. Larger, competitively-sized chapters have more dues-paying members to fund operations and housing, more bandwidth to fill officer roles well, and more standing on campus in front of potential new members. A chapter that's shrinking relative to its IFC peers is losing ground on all three at once, even if its internal culture feels fine.

Outstanding

  • 50+ members or above IFC average

  • Top ⅓ of IFC chapters

Exceeds Expectations

  • 50+ members or above IFC average

  • Top ½ of IFC chapters

Minimum Expectations

  • 40+ members or above IFC average


5. Recruitment

Recruitment at 25%+ of chapter size isn't just about growth — it's the input that determines whether every other metric is even achievable. Undersized recruitment classes compound over four years into undersized chapters, weaker officer benches, and eventually financial strain when there aren't enough members to cover chapter and housing costs. This is arguably the single highest-leverage metric on the list because a weak year here shows up as a weak chapter for years afterward.

Outstanding

  • Recruits 25% of chapter size

  • Top ⅓ of IFC recruitment results

Exceeds Expectations

  • Recruits 25% of chapter size

  • Top ½ of IFC recruitment results

Minimum Expectations

  • Recruits 25% of chapter size


6. Retention

Recruiting well and then losing members is the most expensive failure mode a chapter can have — it means the labor and resources spent recruiting go to waste, and it signals a member experience problem that recruitment alone can't fix. High retention through graduation and high initiation rates for new associate members both point to the same thing: members who join actually find enough value to stay. This metric is often the earliest warning sign of culture or engagement problems before they show up anywhere else.

Outstanding

  • 85% initiated member retention through graduation

  • 90% of associate members initiated annually

Exceeds Expectations

  • 80% initiated member retention

  • 85% of associate members initiated annually

Minimum Expectations

  • 75% initiated member retention

  • 75% of associate members initiated annually


7. Academics

Academic performance protects the chapter's standing with the institution and with parents, and a GPA at or above the campus All-Men's Average is often a condition of good standing with the FSL office itself. Chapters with strong scholarship programs also tend to have fewer conduct issues, since academically engaged members generally have more structure and less unsupervised time. This is one of the few metrics that directly protects the chapter's relationship with the university.

Outstanding

  • Chapter GPA ≥ 3.2
    OR

  • GPA ≥ 3.0 and ≥ 0.2 above campus AMA GPA

  • Approved scholarship program

Exceeds Expectations

  • Chapter GPA ≥ 3.0
    OR

  • GPA ≥ 2.85 and ≥ 0.1 above campus AMA GPA

  • Approved scholarship program

Minimum Expectations

  • Chapter GPA ≥ 2.75 and at/above campus AMA GPA

  • Approved scholarship program


8. Membership Development

Ritual workshops and personal/professional development programming are what separate a fraternity experience from a social club. This is where members actually build the leadership and life skills the organization promises them — and where the chapter earns its case to alumni, parents, and university partners that membership delivers value beyond the social calendar. Chapters that skip this are more vulnerable to being seen (fairly or not) as purely social organizations.

Outstanding

  • Hosts Ritual Workshop

  • Attends 3 additional personal or professional development workshops

Exceeds Expectations

  • Hosts Ritual Workshop

  • Attends 2 additional workshops

Minimum Expectations

  • Hosts Ritual Workshop

  • Attends 1 additional workshop


9. Community Service

Service hours are one of the most visible, most easily verified ways a chapter demonstrates value to its campus and community — and campus partners increasingly use service hours as a proxy for whether Greek life is worth the institutional support it receives. A chapter with strong service hours has an easier time defending itself when a university reviews Greek life broadly, and it builds habits of contribution that alumni remember fondly and give back to later.

Outstanding

  • 30 service hours per man average

  • At least 2 SeriousFun volunteers

Exceeds Expectations

  • 20 service hours per man average

  • At least 1 SeriousFun volunteer

Minimum Expectations

  • 10 service hours per man average


10. Philanthropy

Dollars raised, especially for SeriousFun Children's Network, connect the chapter to the Fraternity's national identity and give members a tangible cause bigger than their own chapter. Strong philanthropy performance also tends to correlate with strong alumni engagement later — members who raised real money for a cause they believed in as undergrads are more likely to stay financially and emotionally invested as alumni.

Outstanding

  • $130 per man average donated

  • Minimum $2,500 to SeriousFun Children’s Network

Exceeds Expectations

  • $75 per man average donated

  • Minimum $1,500 to SeriousFun Children’s Network

Minimum Expectations

  • $40 per man average donated

  • Minimum $500 to SeriousFun Children’s Network


11. Stakeholder Outreach

Alumni and parent publications, events, and social media presence are what keep the chapter's support network engaged between crises. Chapters that only contact alumni when they need a housing donation or a bailout find that well runs dry fast; chapters that communicate consistently build the alumni pipeline that funds housing, mentors undergraduates, and shows up when the chapter actually needs help. This metric is directly upstream of the alumni engagement that development depends on.

Outstanding

  • 4 alumni/parent publications

  • 4 alumni/parent events

  • 18 multimedia social features

Exceeds Expectations

  • 3 alumni/parent publications

  • 3 alumni/parent events

  • 12 multimedia social features

Minimum Expectations

  • 2 alumni/parent publications

  • 2 alumni/parent events

  • 6 multimedia social features


12. Campus & Community Involvement

Members holding leadership positions in other campus and community organizations extends the chapter's reputation and influence well beyond its own membership meetings. It signals to the university that Phi Kappa Tau produces the kind of leaders campus wants more of — which pays off in FSL relationships, in recruitment (prospective members see Phi Taus everywhere that matters), and in the chapter's standing if the university ever reviews Greek organizations for value delivered to campus.

Outstanding

  • 80% of members involved in another organization

  • 20% hold leadership roles

Exceeds Expectations

  • 66% involved

  • 10% hold leadership roles

Minimum Expectations

  • 50% involved

  • At least one member in a leadership role


How to Use This Resource Effectively

  • Review your Borradaile standing monthly

  • Focus on 2–3 priority categories per term

  • Assign ownership to officers

  • Track progress using the Borradaile Tracker

  • Involve your Board of Governors early

Need Help?

If you have questions about:

  • Interpreting standards

  • Improving a specific category

  • Tracking or reporting requirementts

Contact your Chapter Consultant

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