To help your chapter transition smoothly, your chapter should complete a short Chapter Readiness Plan and build a local budget using the official template. Your Chapter Services Consultant and Board of Governors can help you in completing this plan.
The Chapter Readiness Plan covers:
How your chapter will collect dues locally from members (method, cadence, who's responsible).
A projected chapter budget that accounts for your national invoice alongside local operating costs (house/facility, events, recruitment, philanthropy, etc.).
A plan for members who may need a local payment plan or financial accommodation.
Sign-off from your chapter Treasurer, President, and Board of Governors.
How to get it done:
Review both with your Chapter Consultant before submitting.
Submit on the Phi Tau Portal under chapter reports, Chapter Consultant by September 1.