Chapter Officer Visit Forms

In preparation for a CFR visit, each chapter will need to complete the following forms. These forms allow the chapter and the chapter officers a chance to reflect on their specific roles as well as have their thoughts written out prior to the visit. The Chapter Self-Analysis form gives the chapter an opportunity to discuss their goals, operations, and activities, so please fill that out as a chapter. Please also have each officer complete the form that closely aligns to their position. If your chapter has an office(s) that does not have a correlating form, please have those officers fill out the “Other Officer / Member” form. Please make sure to complete these forms two weeks prior to your chapter’s scheduled visit. If you have trouble with the Google Forms, please notify the CFR who contacted you as soon as possible.

Chapter Self-Analysis

Please fill out this form as a Chapter. The CFR will reference this form during the full chapter meeting and throughout their meetings with the chapter officers.

Officer Documents:

LINK TO ALL OFFICER FORMS

President

President Report Form

Please return all forms to the CFR two weeks prior to the visit.
For the meeting with the CFR, please bring your officer materials and any documentation related to your office.

CFR Visit Chapter Checklist [download type-on version]

Use this form to ensure all necessary documents have been sent to the CFR and the chapter is prepared for the visit.
Ensure all officers complete their respective responsibilities.

Vice President of Membership

Vice President of Membership Report Form

Please provide copies of your Membership Education Calendar and Continuing Membership Education lesson plan for the CFR two weeks prior to the visit.
For the meeting with the CFR, please bring your officer materials and any documentation related to your office.

Vice President of Service/Service Coordinator

Service Coordinator Report Form

For the meeting with the CFR, please bring your officer materials and any documentation related to your office.

Secretary/Secretaries (Recording, Corresponding, Alumni)

Recording Secretary Report Form

For the meeting with the CFR, please bring your officer materials and any documentation related to your office (copy of chapter meeting minutes).

Corresponding Secretary Report Form

For the meeting with the CFR, please bring your officer materials and any documentation related to your office.

Alumni Secretary Report Form

For the meeting with the CFR, please bring your officer materials and any documentation related to your office.

Treasurer

Treasurer Report Form

Please provide a copy of your chapter budget for the CFR two weeks prior to the visit.
For the meeting with the CFR, please bring your officer materials and any documentation related to your office.

Constitution Officer/Parliamentarian/ Sergeant at Arms

Constitution Officer Report Form

Please provide a copy of the chapter constitution for the CFR two weeks prior to the visit.
For the meeting with the CFR, please bring your officer materials and a copy of the most recent copy of the chapter’s constitution.

Ritual Officer/Chair

Ritual Coordinator Report Form

For the meeting with the CFR, please bring your officer materials and any documentation related to your office.

Music Officer/Music Chair

Music Officer/Music Chair Report Form

For the meeting with the CFR, please bring your officer materials and any documentation related to your office.

Historian

Historian Report Form

For the meeting with the CFR, please bring your officer materials and any documentation related to your office.

Other Officer/Chapter Member

Other Officer/Member Report Form

If your office is not listed above, please complete this form. For the meeting with the CFR, please bring your officer materials and any documentation related to your office.
If a chapter member would like to meet with the CFR, please have them complete this form.

Visit Evaluation Form

Please take time to complete this evaluation form following your CFR visit. This allows the chapter to provide feedback about the CFR and the visit as a whole.