Introducing the Extension Manager for APOonline. To all Region and Section Chairs, the Extension Manager will make your life tracking chartering schools much easier. You’re now able to track interested students, alumni across your region or section, and match them up to start a Prospect Group once there’s enough interest at a specific university. Then you can use the Chartering Process feature to track each requirement as you take your new Prospect Group through each phase of chartering. Let’s take a look!
From the Region (and Section) dashboard you can quickly see a summary of your region’s (and section’s) service total, active member total, active alumni total, and other useful statistics. On the right you’ll see all the chapters and groups in your region/section as well as a way to easily create new ones.
Let’s take it for a spin, walking a day in the life of a Region Chair.
Recording New Alumni
I just got a call from a brother moving into my region, Portland, Oregon, and is looking to volunteer! In APOonline I’ll just add their contact information and while I set up our first call. There’s no extension activity in Portland but I’ll add them just the same.
Recording New Student Interest
Just our luck! A student just contacted the National Office seeking to start a chapter at Portland State! Let’s go ahead and create a Prospect Group for Portland State and add our interested student.
Whoa look at that! There’s also a Recommended Alumni section showing alumni that haven’t been assigned to a group or chapter that match the same area. This made it really easy to pair of volunteers with interested students and get this Prospect Group off the ground quickly.
I had a quick call with the Jeremy, the interested student and logged my call notes right on the Prospect Group’s page. This way anyone else who may look into the status of this extension effort or someone who may take it over has the complete history.
Chartering Process Tool
Now that I have my Prospect Group all set up and paired with alumni volunteers, I can track their progress through the phases of chartering with the Chartering Process Tool. Each requirement is listed and I can make notes as I complete each task and see my progress reflected in the progress bars.
Ensuring all of your alumni volunteers are used effectively the Active Alumni Roster shows all of your active alumni and where they are assigned (either on staff, advising a chapter, or sponsoring an extension effort). But more importantly, it also shows all of the alumni that currently don’t have a role and are ready for assignment.
Enjoy! Please Share!
I’m excited to see how you use this new Extension Manager for your regions and sections. Please let me know what you think @APOonline, Facebook.com/APOonline, or tony@APOonline.org. Share this blog post if you think this would be useful for other APO staff!