#2011-2012 ANNUAL REPORT RSHIP pm e n t #M E M B E University of WisconsinWHITEWATER #CHAPTER OPERATIONS #COMMUNITY SERVICE ON UNICATI #COMM #F U N D R AISING #p r o f e s @UWWAMA #GenerationNext sional develo PRESIDENT’S WELCOME 01 PROFESSIONAL DEVELOPMENT 02 COMMUNITY SERVICE 09 FUNDRAISING 12 MEMBERSHIP 14 COMMUNICATIONS 15 CHAPTER OPERATIONS 17 CALENDER OF EVENTS 19 BUDGET 20 president’s welcome A heart-felt welcome to readers of the University of Wisconsin-Whitewater 2011-2012 Annual Report. For those familiar with our chapter you might be surprised, shocked actually, to see the many changes to our organizational structure, programs, and learning experiences. Quite simply, while our members are career-ready when they graduate and are in high demand, beginning last summer we began the journey to reach what we feel is an unmatched level of professional development, cultural awareness, community-building programs and activities. As our advisor Dr. Jimmy Peltier said last year while receiving his AMA Lifetime Achievement Award, we feel that we have “lifted the boat,” not only for our members, but for all AMA chapters. Hopefully you will agree that our year was the most successful to date. While it is important to note that we continued virtually all programs and activities from previous years, we added an extensive range of new initiatives. These initiatives required a complete reorganization of our Executive Board and the creation of six new VP positions. Below is a brief listing of some of the NEW initiatives for 2011-2012, which are discussed in detail in our report, along with those that have been greatly expanded. Social Media Certificate Global Operations Job Shadowing Program UWW Global Research Text Alert Program FIU Regional Conference Retail Sales Certificate Master Mentor Program Chapter Blog Video Update Series Conference Skyping Ferris State Conference Workshop Series International Donations Sales Institute Program Social Media Updates Digital Books of Knowledge International Speakers (Via Skype) As you will see in our report, we had an exceptional year, easily the most successful in our decorated history. We had the (1) highest attendance ever for an AMA regional conference (630 attendees), (2) our research agency (CMU) generated a record $64,000 in revenues from 43 projects and CMU workshops involving 100 members, (3) our Global Skype presentations will attract over 1,100 viewers, (4) over 70 members will be involved in our AMA Certificate Programs, (5) we donated $49,065 to charitable causes via direct contributions and consulting fee givebacks, (6) 331 students attended one of more of our new Workshop Series Programs to date, (7) our chapter sent 13 members to the FIU and Ferris State Regional Conferences, (8) we participated in all AMA competitions plus an additional six states and national competitions, (9) our new Etiquette Dinner had 53 attendees, (10) our social media efforts include 410 Twitter Followers, our Facebook page has 443 “likes” and our AMA Website has had 2,563 visits; our Website is also in the finals for Best AMA Website, (11) as of Feb 20, 2012 our AMA chapter is first place in the AMA Saves Lives Competitions for number of registrations, Facebook posts, and videos submitted, (12) our first live SKYPE from Sri Lanka drew 350 attendees, and (13) we have continued our streak of making the AMA Case Finals for the 8th consecutive year. Our new programs and activities along with our many ongoing member experiences aligned with and exceeded all of our key initiatives outlined in our Chapter Plan. Consistent with Initiative 1, we completely reorganized our chapter’s activities and Executive Board positions to reflect the changing global and technological landscape in which our students will compete. As noted in Initiative 2, we launched our Workshop series and greatly expanded our AMA Certificate Programs (two new) and Social Media Experiences. We reorganized our mentorship program by adding “Master Mentors” as noted in Initiative 3. Following Initiative 4, our community service activities were far reaching and exceeded that of all previous years. And lastly, our efforts pertaining to Initiative 5 were bold through our repositioning and re-branding of our chapter vis-a-vis our identification of new areas of exposure, global expansion, and continuous improvement. This is indeed the beginning to our “Generation Next.” We hope you agree that our AMA Chapter has scaled new heights never before seen by our AMA Chapter. It was our goal to “Lift the Boat” and to serve as a benchmark for success. OVERALL CHAPTER PERFORMANCE = Sincerely, ##### Our Evaluation Metrics Elizabeth Bartlein, Fall President 2011 Samantha Knitter, Spring President 2012 ##### #### ### ## # = Superior Performance = Solid Performance = Adequate Performance = Sub-Par Performance = Unacceptable Performance UNIVERSITY OF WISCONSIN-WHITEWATER AMA | 1 professional development OVERALL OBJECTIVE: To offer members opportunities to build upon or refine business and marketing skills by networking with professionals, participating in market research accounts (CMU), becoming informed on possible career paths, and developing integral skills outside of the classroom setting, including leadership, communication and teamwork. Our mix of Professional Development activities is designed to capture a breadth and depth of real world experience beyond the reach of most college students. We want all AMA members to have the opportunity to increase their job qualifications through our extensive array of professional development activities. Where applicable, we indicate NEW for those Professional Development activities initiated this year. I. Consulting agency: Creative Marketing Unlimited ##### Objective: Established in 1986, Creative Marketing Unlimited (CMU) is our chapter’s student-run research and marketing consulting agency that works with clients on a fee-basis. Students are not paid for their work and revenue generated is used for charitable causes, conference travel, and AMA related activities. Professionally, CMU offers more experience than any class. Goals: (1) 40 members actively involved in CMU accounts and projects; (2) Generate $20,000 across all projects. Outcome: (1) 100 members have participated; (2) Generated RECORD $64,000 across 43 projects. FORT HEALTHCARE Fort HealthCare is the largest client that CMU has ever worked with and has allowed students to learn marketing research from the beginning processes to end reports. CMU has been contracted to do quarterly customer satisfaction reports for seven departments, including ongoing updating of results over time. Each week, a group of students enters survey data and open-ended responses. At the end of each quarter, CMU analyzes this data using SPSS. The data analysis is used to compile customer satisfaction reports. These reports include extensive data from current and past quarters to help Fort HealthCare understand the satisfaction of their customers. CMU creates reports for seven separate departments. These departments, along with the metrics of each department are shown below: Metrics: (1) Total of 28 quarterly performance reports across seven departments; (2) $28,000 in revenue; (2) 30 members participated to date; 10 additional members by year’s end. • • • • • • • Ambulatory Surgery -- 955 Respondents, 4 Quarterly Reports Emergency Department -- 787 Respondents, 4 Quarterly Reports Laboratory Services: 1179 Respondents, 4 Quarterly Reports Medical Practices: 2873 Respondents, 4 Quarterly Reports Outpatient Radiology: 1497 Respondents, 4 Quarterly Reports Outpatient Rehab: 464 Respondents, 4 Quarterly Reports Outpatient Services: 264 Respondents, 4 Quarterly Reports “The AMA Chapter at UW-Whitewater is amazing, so much so that it is hard to see them as students and not paid business professionals. From start to finish they have been professional, timely, responsible, and of course, have produced commercial-quality reports. Our staff and Board of Directors see AMA/CMU as a long-term partner in our quest for meeting the needs of our customers.” Michael Wallace, President, Fort HealthCare ##### ANN GARVIN BOOKS MARKETING ACCOUNT (2 Projects) Ann Garvin, an author and professor on campus, asked CMU to promote her first published book called “On Maggies Watch.” CMU conducted primary and secondary research on new and exciting ways to promote a book with a limited budget. CMU also conducted an analysis of other small scale authors and created a best practices guide for Ann to use when marketing her book. We will be involved in launching her new book in April with the project continuing through June. Metrics: (1) $4,000; (2) 5 members participated to date; an additional 5 members when Project Two begins. ##### UW-Madison-Hospitals (This is a consulting project separate from AMASavesLives Competition) CMU is working with UW-Madison and analyzing the metrics of the AMASavesLives campaign. This includes uploading and counting submitted YouTube videos and Facebook posts. At the AMA International Conference, CMU will staff the AMASavesLives booth throughout the duration of the conference. Metrics: (1) $2,000 (2) 6 members participated to date, 12 more will assist at conference. ##### UNIVERSITY OF WISCONSIN-WHITEWATER AMA | 2 professional development UWW CONSULTING PROJECTS Ten major marketing projects were conducted for the University of Wisconsin-Whitewater for 2011-2012. Metrics: (1) $28,000 (2) 80 members have been involved to date. ##### UWW GRADUATE STUDIES (4) CMU conducted “four” national research projects for an online program for the School of Business Management. For this feasibility project, CMU created a competitive matrix and wrote reports highlighting key findings and potential marketing strategies. Metrics: 5 members participated. UWW GENDER STUDY The College of Business and Economics is experiencing a gender gap in enrollment for business classes. CMU is doing an extensive mix of interviews, focus groups and surveys targeting current and future students, faculty, and high school counselors. Reports will be developed. Metrics: 7 members participated. SUSTAINABILITY CAMPAIGN CMU is creating a full creative marketing plan that will increase awareness of sustainability issues on campus. Deliverables include a SWOT analysis, literature review, national best practices, and will feature a new logo, slogan and communication initiatives. Metrics: 6 members, 30 during promo stage. UW-WHITEWATER SWIMMING AND DIVING Social media and marketing project. Aaccount was selected to be part of the fee give-back program. Please refer to Community Service for project details. UW-WHITEWATER MEN’S WHEELCHAIR BASKETBALL Social media and marketing project. This account was selected to be part of the fee give-back program. Please refer to Community Service for project details. “CMU is an exceptional organization, not only here on-campus, but as a competitive entity as well.” -Richard Telfer, UWW Chancellor W3 WELLNESS MARKETING PROGRAM Social media, event planning and marketing project. This account was selected to be part of the fee give-back program. Please refer to Community Service for project details. UWW WELLNESS STUDY “CMU does a great job on the work they do for us. We are so impressed with their professionalism, enthusiasm, effort and quality of work.” -Dr. Richard Jazdzewski, UW-W Health Services Expected: 20 AMA Participants; Actual: TBD. Stemming from the W3 Wellness Program and our relationship with Fort HealthCare, in April the Chancellor is sending out an e-mail link to all faculty, staff, and students to assess their overall level of health and access to healthcare. CMU will compile the data, write the report, and present the finding to Chancellor Telfer and UWW Health Professionals. Based on previous campuswide research sponsored by Chancellor Telfer, we expect between 1,500 and 2,000 responses. This will be a great opportunity for students to write a comprehensive health study. In addition to the study itself, CMU will be communicating with the UWW Community, writing press releases for the UWW Website and a story in the Royal Purple, our campus student newspaper. NUEMEDIA, LLC ##### NueMedia is a completely paperless trade publication dealing with woodwork, countertops, home, and commercial finishes. CMU has helped NueMedia compile and clean a list of companies that NueMedia views as potential clients for their trade publications. NueMedia’s product lines we are working with include Countertop IQ, Finishing IQ, Wood IQ and Finishing RX. Metrics: (1) $4,000 (2) 15 members participated. “ The most impressive things we’ve experienced with CMU is their level of professionalism and capability to adjust to the ever changing nature of our project. CMU has now become a valuable resource that we will definitely employ for future projects.” -Ross Scovotti, NueMedia, LLC UNIVERSITY OF WISCONSIN-WHITEWATER AMA | 3 professional development ii. UWW AMA regional conference ##### RECORD: 630 Attendees RECORD: 25 Universities; 4 via live video feed Summary: Our Fourth Annual Regional Conference was a record success! We had 260 pre-registered students (65 from UWW) from 25 universities, from seven states and Canada; four schools attended the conference via live video feed. Also attending, were 340 UWW students and 30 high school students. The conference entitled “Branding in a New Age,” featured 13 presenters on marketing topics including: Branding in Social Media, In-Store Branding, Trade-Show Branding, Viral Branding, Sports Marketing and a High School Workshop. Speakers included: Apple, AT&T, Target, Green Bay Packers, Milwaukee Bucks, Grainger, Land’s End, Palermos Pizza, Federated Insurance, Brannigan Communications, MG Designs, and GMR Marketing. Trey Schwab also made an appearance on behalf of UW Health talking about AMASavesLives. Career Corner was a great success. Interested students were able to speak with 20 companies about internship and job opportunities and some were given the opportunity to interview on the spot. Attendees were thrilled about the cost of the conference at only $20. The $20 registration fee included the social event the night prior to the conference (bowling), breakfast, and lunch, drink coupons and entry for a raffle which featured a Flip Cam donated by UW Health, two iPads, four Kindles and six iTunes cards. To supplement the expenses of the Regional Conference, our chapter further developed our Corporate Sponsorship Program and raised $3,500 in donations. • 400 attendees; Minimum of 50 UWW-AMA • Minimum of 12 universities; 150 paid registrants • Have at least six speakers speak about related theme • Have 20 companies participate in Career Corner • Generate $1,500 in sponsorship • Donate $1,500 dollars to Donate Life America GOALS OUTCOME • 630 attendees; 65 UWW-AMA members • 25 universities in attendance; 260 paid registrants • 13 speakers spoke about related theme • 20 companies participated in Career Corner • Generated $3,500 in sponsorship dollars • $1,550 profit committed to Donate Life America All proceeds from uWw-ama’s 4th regional conference will be donated to donate life america-our chosen charity of the year. UWW-AMA Attendance throughout the years Corporate Sponsors ADDITIONAL CONFERENCES (NEW) ##### • Ferris State Regional Conference: We sent 8 students to Ferris State’s Regional Conference. October 7, 2011. • Florida International University Regional Conference: We sent 5 students to FIU’s Regional Conference. November 4, 2011. • Okner Symposium: 6 students have registered to attend Chicago’s Direct and Interactive Conference. Friday February 24, 2012. UNIVERSITY OF WISCONSIN-WHITEWATER AMA | 4 professional development III. workshop series (NEW) SurveyMonkey Workshop 1 : Monday, September 26, 2011: 62 attendees. OFFERED ON NON-REGULAR MEETING DAYS In our quest to provide hands-on experiential learning experiences we launched a Workshop Series outside of regular Wednesday meetings. We have thus come to realize that our guest speaker learning experiences don’t have to only be during our regular meetings - - they are an everyday thing. These learning opportunities fall on a continuum from general to specific. Goal: 10 Workshops. Outcome: 9 completed, 4 scheduled. A tutorial and instructional demonstration that explained the basic functions of SurveyMonkey. This workshop was designed to expose students to survey creation and basic data analysis. Applied PhD Research sponsored the program. ##### Resume Workshop: Monday, October 4, 2011: 48 attendees. An interactive review and hands-on workshop to improve our members’ resumes. This workshop was led by the College of Business and Economics Interview Advisor. Students constructed a cover letter and resume in the workshop. SurveyMonkey Workshop 2: Monday, October 10, 2011: 58 attendees. Part 2 in the series, students created their own online survey. Once again sponsored by Applied PHD Research Mediamark Reporter (MRI) Workshop: Monday, October 17, 2011: 12 attendees. MediaMark Reporter provides access to data about consumers and purchasing decisions. This was a very specific topic targeted toward juniors and seniors. Global Workshop: Monday, November 7, 2011: 12 attendees. Sponsored by the Global Business Resource Center, students were shown a useful global trade database. This database contains logistical and consumer trends relevent to the marketing field. Targeted toward juniors and seniors Global Panel: Tuesday, November 15, 2011: 10 attendees. An interactive discussion led by VP of Global Operations that allowed students to interact and speak with foreign exchange students who are studying business at UWW. Targeted toward students interested in International Marketing. Logistics Workshop: Monday, February 13, 2012: 38 attendees. Retail Workshop: Tuesday, February 14, 2012: 31 attendees. An interactive review and role-play workshop about Logistics. Taught by CH Robinson, a leader in Logisitics. This role-play workshop with Target taught our students to develop monthly/weekly status reports for a retail store. Social Media Personal Blog Workshop: Monday, February 20, 2012: 30 attendees. Students created their personal blog, illustrating their AMA, school, and work experiences. Social Media Workshops: Twitter (March 5); Facebook (March 12); LinkedIn (April 9); Social Media/SFA (April 16) IV. I-MIX immersion scholarship program (NEW) Summary: The Direct Marketing Educational Foundation’s (DMEF) Interactive Marketing Immersion Xperience (I-MIX) and Merkle (the host company) flew 22 college students to Baltimore, MD to learn about current and emerging trends in marketing. Students were taught from leading practitioners and professionals. During the week-long intensive program two UWW-AMA members who were chosen through the selection process had the opportunity to attend multiple seminars and lectures focused on interactive marketing, mobile marketing, social media among other topics. They also participated in discussing marketing case, and created a campaign for Merkle’s client AARP and presented in small groups to Merkle employees. ##### Katy and Liz at I-Mix V. resume Database Goals: (1) Collect at least 40 member’s resumes; (2) Have 40 members attend a resume workshop. Summary: Collected 56 member resumes and had 44 attendees at the resume workshop held in fall. Resumes were put on file in the AMA office, so members could reference resumes for guidance while developing their own. #### UNIVERSITY OF WISCONSIN-WHITEWATER AMA | 5 professional development VI. AMA CERTIFICATE PROGRAMS (NEW AND ENHANCED) The certificate program has two new and two returning initiatives. We encourage all chapters to develop similar programs in that they (1) Provide resume building certificates, (2) Offer the opportunity to work closely with individual companies, and (3) Real jobs and internships come from these certificate programs with sponsoring companies! ##### Goals: (1) Develop three AMA Certificate Programs; (2) Give students real world situations and have them execute realistic role-plays; (3) Give students the opportunity to gain valuable business contacts and knowledge in the area of sales, research, retail, direct and interactive and social media; (4) Have at least three companies commit to each topic. Outcomes: (1) Four Certificate Programs, (2) 15 companies, (3) total certificate recipients to date = 95; others in progress. AMA SALES CERTIFICATE PROGRAM (ENHANCED) Summary: Six businesses were involved in the program: Georgia Pacific, Sherwin Williams, SC Johnson, Milwaukee Tool, Federated Insurance and Direct Supply. The material covered included relationship selling, service after the sale, question asking techniques, as well as, other important factors in sales. Under the direction of the VP of Certificate Programs, members attended a 20-hour program that included six two-and-a-half hour sessions with each company and a five-hour Final Conference Day (sales competition, role plays, classroom learning and networking. Outcome: 62 participated, an additional 50 members attended the free portion of program - - 13 students have job offers! AMA SOCIAL MEDIA CERTIFICATE PROGRAM (NEW) Summary: Students who attend all four of the social media workshops (Blog, Facebook, LinkedIn and Twitter) will receive a certificate in social media. Outcomes: 30 members have attended the first workshop on how to create a blog, we expect that 20 will earn the certificate. AMA RETAIL CERTIFICATE PROGRAM (NEW) Summary: There were four retail companies involved in the program that is structured around four 3-hour sessions (three completed) and a Final Conference Day (March 8). The Final conference will include additional training on retail operations, as well as role-plays in customer service and managerial skills. The four companies are Kohls, CH Robinson, Target, Colony Brands. Outcomes: 30 people participated in the 20-hour program. About 20 jobs/internships are available from attendees! CMU RESEARCH CERTIFICATE Summary: The success of CMU is due in great part to the advanced training members receive in the art and science of market research and marketing strategy. To this end, our chapter has initiated a CMU Research Certificate that is given to members who have achieved competency in a variety of qualitative and quantitative research techniques. By year’s end 8-10 graduating members will receive certifications. Adopted three years ago, the CMU research certificate has become a component of chapter operations. Key certification qualifications include: Electronic Database Search Survey Design Interview Expertise Verbal Coding Software Presentation Report Writing SPSS Data Analysis Goal: Students team up with business professionals to seek career guidance through e-mail, telephone and meetings. Summary: We revised our mentorship program to give members the opportunity to learn from business professionals in a more casual and personal atmosphere. Members receive outstanding advice on topics such as goal setting, networking and resume building. Communication between mentors and their mentees are fostered via e-mail, phone calls and two scheduled meetings. Some mentors allowed their mentees to shadow them at work. Not only has this new initiative given our members a great opportunity to gain priceless knowledge, but also a chance for some former Warhawks the ability to impact current members. Outcome: 47 members were linked with mentors in Fall; 26 in Spring. Although the numbers are good, motivation from both mentor and mentees not yet up to the standard that we expect. VII. PROFESSIONAL MENTORSHIP PROGRAM ### UNIVERSITY OF WISCONSIN-WHITEWATER AMA | 6 VIII. GLOBAL OPERATIONS (NEW) professional development ##### UW-Whitewater is located in rural Wisconsin. Quite frankly, our members are exposed to relatively little “worldly experiences” outside of what they are exposed to in classes and the news media. Our NEW VP of Global Operations is in charge of rectifying this Midwestern orientation by not only finding learning experiences that teach our members about business in a broader scope, but to allow our members to interact and speak with professionals from all across the globe. We accomplish this via (1) Skyped International Presentations; (2) International Panels/Workshops; (3) World Marketing Projects/Donations; (4) Global Client Research Projects; (5) Multi-Cultural Career Fair, and (6) An International Dinner. Skyped International Presentations: Three Skype two-way video presentations were developed to expose our students to business practices in various countries across the globe. Leo Burnett Global, Skyped in From Sri Lanka November 3rd, 2011. Expected: 125, Actual: 350. Sachie Tennakoon presented business life in Sri Lanka and provided varied examples of successful Leo Burnett campaigns. Allianz Co., Munich, Skyped in From Germany February 22nd, 2012. Expected: 350 (based on our first event). Katherine Lehmann will be discussing financial services sales in a global environment, providing real life examples from Germany and other countries in the region. ABB Worldwide., Skyped in From Rome, Italy March 12th, 2012. Expected: 350 (based on our first event). ABB is one of the largest companies in the world. Erin Schneider will be discussing global product development and sales strategies for solar and green energy markets. International Dinner— March 2nd, 2012. Expected: 35 AMA Members have paid. UWW-AMA students have developed relationships with global organizations on campus. The International Dinner is one of their biggest events of the year. Our students are supporting them and will learn about eating norms in other cultures. International Panels/Workshops: November 15th, 2011. Expected: 15, Actual: 10. An International workshop was held that allowed students to interact with international students on campus to learn about business in their countries. Global Client Research Projects ($1,500): Working with the UWW Global Business Resource Center, in Spring we began what we hope to be a long-term relationship in which we provide research and consulting services to global companies for a fee. Although in its early stage as of the time of this report, we are developing market entry strategies in Cold Chain Manufacturing and Storage for entry into Brazil and India. World Marketing Projects/Donations: We are donating the $1,500 from the global research project to ASHA, an India notfor-profit serving children in need. Multi-Cultural Career Fair: February 8th, 2012. Expected: 20 AMA Members, 500 Attendees. Actual: 30 AMA Members, 500 Attendees. UWW-AMA students worked with the Multicultural Association to help promote and set up the Spring Career Fair. We also used this opportunity to promote AMASavesLives and our organization to non-AMA members attending the fair. IX. AMA Competitions Goals: Enter (and did enter) ALL AMA Competitions. ##### Website Competition: Are in the finals and will learn our rank at the conference. AMASavesLives: Entered all competitions. Currently (1) first place for registrations, Facebook Posts and Videos. In the Top 4 for all other events thus far. Please see Community Service for details. Sabre Competition: Entered competition, will compete and learn status at conference. Northwestern Mutual Sales Competition: Four students entered, will compete and learn ranking at conference. Exhibit Competition: Entered competition, will learn rank at the conference. AMA Student Marketer of the Year: Entered the competition, will learn fate at conference. AMA Outstanding Marketing Week: Entered competition for Fall and Spring. Please see Professional Development for details. Case Competition: Entered competition, made it through to finals and presenting at conference. Advisor of the Year: Entered, will learn fate at conference. X. Additional competitions ##### National DMEF ECHO Competition: Thirty page report plus creative; three teams competed (winners announced in July). UW-Eau Claire’s Great Northwood’s Sales Competition: Two students entered; both placed in top 25%. NIU Sales Competition: Eleven students participated in the competition, two are finals at NIU of February 23-25! UWW Sales Competition: 56 members participated in the AMA Sales Certificate Competition. UWW Retail Competition: 30 members participated in the AMA Retail Certificate Competition. UWW Social Media Competition: Best AMA personal blog: 30 students submitted their personal blog for judging. UNIVERSITY OF WISCONSIN-WHITEWATER AMA | 7 professional development XI. CASE COMPETITION ##### Goals: (1) Establish a core base of at least five students and a secondary team of up to 25 students to create a report that will be selected to present at the National Conference. Outcome: (1) Selected five students as a core base/a secondary team of 28; (2) Selected as a finalist for 8th straight year. Grant Revenue: $3,000 grant received from UWW for Case Team +$1,000 (minimum prize we could receive). Summary: The AMA Case Competition is a valuable professional development program and gives students first-hand experience conducting primary and secondary research, developing high-level marketing strategies and tactics, culminating in an effective written report and selection as a Finalist. The team conducted 20 in-person surveys and administered an extensive survey that generated 324 responses. After analyzing the data, we developed key strategic actions for this year’s client, Pearson. XII. Marketing week (EacH semester) Goals: (1) Host Marketing Week each semester; (2) Average four AMA Marketing Week events; (3) Average attendance of 30 members. Outcomes: (1) Fall: Five events hosted; averaged 56 per event; (2) Spring: Four events hosted; averaged 55 per event. Summary: Social Media (Fall) and Retail Management (Spring) were the themes for the marketing weeks held this year. We used advertising and speaking to classes in order to promote speaker opportunities for non-members. ##### XIII. DAY IN THE FIELD #### Goals: (1) Tour six companies to provide members with on-site networking opportunities. (2) Average 10 members per event. Summary: In the fall semester we toured two businesses, Milwaukee Tool and GMR Marketing; both large sponsors of our chapter. GMR Marketing attracted 34 AMA members and Milwaukee Tool attracted 13 AMA members. In Spring semester, 14 AMA members attended the Miller Brewery Tour. We have three additional tours/presentations planned for the Spring semester including tours with the marketing department of the Milwaukee Bucks, Milwaukee Brewers, and Direct Supply. XIV. PROFESSIONAL RELATIONS ### Goals: (1) Attend monthly professional chapter meetings in Milwaukee, WI; six members to attend each meeting. Outcomes: (1) Averaged at least one professional chapter meeting per month; (2) Average attendance seven members. Summary: We encourage members to develop professionally by attending Milwaukee AMA Professional Chapter meetings. These events give members the opportunity to network with businesses and form mentoring relationships. This year, we made professional relations a chapter goal to attend frequently and strengthen relationships with the professional chapter. Our chapter covered all registration fees and transportation costs. Although we met our goals, some arm-twisting was needed (and shouldn’t be). Note: We would love to have had many pages devoted to each, but have no room given all our Professional Development activities. Goals: (1) Conduct twelve speaker meetings; one of which will be alumni panels and Meet the Marketing Department and four will present internship opportunities (2) Have an average of 60 members attend each meeting. Outcomes: Including Wednesday meetings, workshops, certificate programs, and the regional conference, we had over 30 speakers and averaged approximately 80 students per event. Summary: Speaker presentations are a key component of our chapter’s professional development activities. These presentations build upon the many consulting opportunities that guide our organization. For 2011-2012 our speakers series included: Bon Ton, State Farm, Fort HealthCare, Apple, AT&T, Target, Brannigan Communications, Milwaukee Tool, Direct Supply, Federated Insurance, Sherwin Williams, SC Johnson, Georgia Pacific, Grainger, BVK, UW-Hospital, Milwaukee Brewers, Kohls, CH Robinson, Great Wolf Lodge, Colony Brands, Milwaukee Wave, Milwaukee Bucks, Green Bay Packers, GMR Marketing, Spacesaver, among others. XV. PROFESSIONAL SPEAKERS ##### XVI. ETIQUETTE DINNER (NEW) ##### February 17th, 2012, Attendance: 53 . Goals: (1) Host an inaugural dinner in the Spring semester that educates AMA/Non-AMA members on dining etiquette. Summary: We used this opportunity to connect with fellow business organizations. Pi Kappa Epsilon and the Finance Association accepted our invitation to the event. The dinner was moderated by a dining professional. Our members found this event to be very educational and a great learning tool for future job interviews and events. UNIVERSITY OF WISCONSIN-WHITEWATER AMA | 8 The American Marketing Association at UW-Whitewater places extremely high priority on giving back to the University and surrounding community. By offering community service experiences, we provide our members the opportunity for personal growth and to network with University personnel, community members, and regional/national organizations, all while benefiting others. community service I. Total ChARITABLE GIVING Expected: $15,000 - - Though we should have stated higher. Actual: $49,065. We use our consulting revenues, fundraising dollars, and grants make substantial contributions to non-profits, the UWW Foundation, travel grants for our members, and targeted charitable causes. THIS IS IMPORTANT TO US! Donate Life America: $10,000 UWW Foundation/AMA Grants $21,550 TOTAL = $49,065!! Polar Plunge/Special Olympics: $3,315 UWW Programs and Athletics: $13,200 ASHA: $1,000 II. ama saves lives competition Goals: (1) Host 4 AMA Saves Lives events; (2) Have 40 members create AMA Saves Lives Videos; (3) Generate 10,000 video views; (4) Place in the Top 5 in ALL AMA Saves Lives Competitions; (5) Stay active in various AMA Social Media sites. Our chapter used a host of different tactics to drive our viral efforts. Some examples include: 1. UWW Regional Conference: Worked with 21 fellow AMA chapters on-site to create videos and post to AMASavesLives Facebook page throughout the day of conference. A special AMA Saves Lives presentation was developed for the conference. 2. Posting and Videos at Regular AMA Meetings: Almost every meeting members created videos and created Facebook posts. 3. Set-up Organ Donation Registration Tables in the Student Union, School Buildings and Athletic Facilities: Basketball Games, Volleyball Games, Football Games, Gymnastics Meet, Wheelchair Basketball Games, Swimming Meets, etc. 4. E-mail Family and Friends: Using social media and e-mail we worked with members in constructing an e-mail to send to family, co-workers and friends explaining AMASavesLives and how they can spread the word. 5. Posted Flyers Around Whitewater: Community-wide poster campaign entitled “Eight Steps to Become a Donor.” 6. Presentations at Large Classes at UWW: We secured agreement from professors with classes of 100+students to spread the word and provided step-by-step instructions on how to register to be an organ donor and provided laptops in class to register. 7. Presentations at Business Organization Meetings: Working with the UW-Whitewater College of Business we attended PSE, the Finance Association, and the Advertising Association’s meetings to provide information on how to register family and friends. 8. Mentor/Mentee Video Competition: In the fall semester, we held a Mentor/Mentee AMASavesLives video competition. This was a huge success. Each of our board members created a video with their assigned group of mentees. 9. Visited Sororities and Fraternities: Working with the UW-Whitewater Sororities(2) and Fraternities(2), we coordinated efforts to spread awareness and knowledge about AMASavesLives. ##### Results to Date Based on Data Provided February 19, 2012 by the AMA. • • • • • • 797 Organ Donor Registrations: 1st place nationally with 14.3% of total registrations. 166 Videos Created: 1st place nationally with 34.2% of total videos submitted. 2,324 Facebook Posts: 1st place nationally with 31.7% of total Facebook posts. 3,484 Video Views: 4th place nationally with 14.3% of total video views. Nine Event Submissions: 2nd place nationally with 14.3% of events submitted. 1st place nationally in total prize money for fall AMASavesLives Competitions. WI’s Dottie the Donor Dot & AMA members @ Football Game UWW-AMA Members filming at FIU’s Regional Conference WI’s Dottie the Donor Dot at UWW-AMA Regional Conference AMASavesLives Facebook Page UNIVERSITY OF WISCONSIN-WHITEWATER AMA | 9 community service III. DONATE LIFE AMERICA Donate Life America is the sponsor for AMASavesLives for 2011-2012/2012-2013. In support of their efforts our chapter has committed a guaranteed $10,000 each year ($20,000 total) to worthy cause in support for AMA Prizes. In this section we outline our fundraising efforts that we have undertaken to raise this $20,000 over the next two years. ##### UWW-AMA Regional Conference The $1,550 profit from the UWW-AMA Regional Conference has been donated to Donate Life America. Friday Night Lights: Donate Life America Event October 21, 2011. Expected: $500 and 30 members, Actual: $650 and 40 participants. Summary: Worked with UW-Whitewater Intramural Sports to get flag football equipment and contacted Pi Kappa Alpha to join and play against UWW-AMA. The event was a huge success and we generated more money than we thought. We thanked Pi Kappa Alpha and the UWWAMA players by providing Toppers Pizza after the game, using our sponsorship account at the local eatery. Sand Volleyball: Donate Life America Event April 13th, 2012. Expected: $650 and 40 participants. Summary: Similar to the Friday Night Lights fundraiser, we have scheduled a sand volleyball tournament for April 13th, 2012 with other business organizations. The double elimination tournament should be a lot of fun! Toppers Fundraiser: Donate Life America Event April 13th, 2012. Expected: $360 in pizza profits. Summary: Toppers Pizza is donating 15 large pizzas for the Sand Volleyball Tournament. At $3 a slice we expect to raise $360. Donate Life America Charity Raffle/Casino Night: “Take a Chance for Change” April 20th, 2012. Expected: $6,000, 80-100 attendees, and at least 50 donated prizes. Summary: Annually, the Charity Raffle/Casino Night is our largest charitable fundraiser and targets a specific cause - in this case Donate Life America. Our fundraising efforts were kicked off through extensive marketing efforts which include: (1) Developing a marketing plan; (2) Researching Donate Life America; (3) Creating press releases for the Madison, Milwaukee, Janesville, and Whitewater area; (4) Soliciting donations and sponsorships; (5) Executing a specific campus-wide campaign utilizing e-mail, flyers, letters, brochures, campus newspaper, and AMA website; (6) Implementing a Social Media campaign in which our members market to network connections, who then go online to donate on our website. The second part of the Charity Raffle is the Casino Night. Many members are needed to successfully execute this event and it is projected that at least 60 members will be involved. In the process, our members learn collaboration and teamwork techniques, as well as various aspects of event planning. We anticipate this event to be one of out biggest successes to date and hope to exceed our goals. Since the event does not take place until April 20th, 2012, the above numbers are projected estimates as well as averages from previous years that we have held this same event. Results to Date: We have already raised $2,000 and the campaign has just started. We have already secured 20+ prizes to date as well. TOTAL GUARANTEED DONATIONS TO DONATE LIFE AMERICA FOR 1011-2012 = $10,000!! ##### UNIVERSITY OF WISCONSIN-WHITEWATER AMA | 10 community service IV. consulting fee giveback projects ($16,000) Consulting revenue is a vital element of our chapter operations. In this regard, all project proposals have a negotiated fee. Because of the importance that our chapter places on community service, after we reach a sufficient level of consulting we identify a set of non-profit clients for which we “give-back” their fee. We discuss these clients below. #### UW-Whitewater Wheelchair Basketball Expected: 20 AMA Participants; Actual: 25 to date. CMU is assisting the UW-Whitewater Wheelchair Basketball Team with the strategic implementation of a social media plan. Also, CMU offered financial support ($600) to the team to ensure continued success for the 2011 National Champs. UW-Whitewater Swimming and Diving Expected: 5 AMA Participants; Actual: 5 to date. CMU is assisting the UW-Whitewater Swimming and Diving teams with the strategic implementation of a social media plan. Also, CMU offered financial support ($600) to the team to ensure continued success for the program. W3 Wellness Marketing Campaign Expected: 30 AMA Participants; Actual: 50 to date. We are assisting the University Health Center to develop a social media and traditional campaign to improve the physical and mental well-being of the Whitewater community. The initiative, “Working for Whitewater’s Wellness” has gained traction on campus and in the community. gap in enrollment for business classes. CMU is conducting interviews and focus groups, and also developing a survey from design through analysis and report. The study targets current and future students, faculty, and high school counselors. UWW Gender Study Expected: 30 AMA Participants; Actual: 50 to date. The College of Business and Economics is experiencing a gender V. polar plunge Goals: Raise $1,500 and 30 members participate, Actual: $3,315 and 32 members participated. Summary: UW-Whitewater American Marketing Association raised a total of $3,315 for the Special Olympics of Wisconsin - - took first place among 35 teams ($1,000 more than nearest team)!! Students utilized their marketing skills in multiple ways, including an awareness campaign via facebook, e-mails to family and friends, telemarketing, and good old fashioned arm-twisting. ##### VI. LET’S TALK COLLEGE Goals: (1) Visit a minimum of six high schools to speak about the importance of higher education; (2) Minimum of 15 different members participate; (3) Reach a minimum of 175 high school students. Summary: 24 members participated in some degree; reached a total of 180 high school students. #### #### #### ### VII. Uww arts alliance Summary: Working with the community through WW Arts Alliance allows UWW-AMA to get to know the community through a creative gateway. Four volunteers a month help the WWAA by counting visitors and interacting with the Whitewater Community who visit the gallery. We have a strong relationship with the Whitewater community and continue to pursue this relationship. VIII. HEALTHNET OF JANESVILLE Goals: Provide at least five volunteers monthly to donate their time to assist with various marketing tasks Summary: This year we structured Health Next to work within our workshop program. We spoke with HealthNet to create a project to develop promotional materials. We created brochures and helped with website design and flyers for the clinic. We have a strong relationship with HealthNet and look forward to working with them in the future. IX. ambassador program Goals: Establish contacts with two universities who show interest in starting or improving an AMA Chapter. Summary: This year, we mentored one existing universities and spoke with a university about the possibility to start an AMA Chapter. We mentored The University of Central Oklahoma with their chapter operations and membership initiatives. We also spoke with connections at Christopher Newport University of possibility starting an AMA Chapter. UNIVERSITY OF WISCONSIN-WHITEWATER AMA | 11 fundraising I. DUES As with any organization, revenues are needed to fund important initiatives. We have two distinct types of fundraising categories. General Fundraising applies to revenues raised that may be used for any organizational activity and are independent of our social cause fundraising efforts. National’s Fundraising are amounts generated by individuals to support travel to New Orleans (and/or used for other paid AMA events). Total General plus Nationals Fundraising = $92,196. general fundraising Local Dues for 2011-2012: $6,970. National Dues 2011-2012: $6,721. Summary: This semester we gave members the opportunity to pay their local dues each semester or at a $15 discount if paid in advance for the entire year. We charged members $50/year, $35/semester. We rely on members’ local dues to fund activities including professional speakers, travel expenses for chapter events, and costs for social and mentorship events. Virtually all dues are reimbursed back to active members in the form of free activities (Brewer Games, Bucks Games, Etiquette Dinner, International Dinner, Regional and National Conference Travel, Professional Meetings, etc). ##### II. Creative marketing Unlimited ##### ##### As shown in the professional development section, CMU, our marketing research and consulting agency generated $64,000. These revenues provide our organization the majority of our spending and charitable donation funds. We strongly encourage small and large AMA chapters alike to establish fee-based relationships - - most AMA Chapters have incredible expertise! Start small if needed. III. corporate sponsorshIp PLUS university Grants Goal: Generate $1,500 from local and national businesses; Actual: $4,500 in sponsorships to date. Plus an additional $3,000 for UWW. Summary: Every year, we send corporate sponsorships letters and work with businesses to generate sponsorships. We use these funds to cover costs to bring in speakers, launch new programs (i.e., the Regional Conference), and cover expenses related to the International Collegiate Conference. Not only do we try to cover all costs of the exhibit and chapter T-shirts for the National Conference, but we also try to pay for the majority of accommodations and registration fees. This year we also received a $3,000 grant from the University of Wisconsin-Whitewater for our Case Team. IV. boston store booklets #### Goals: Raise $100. Actual: Generated $290 from sales in Fall; Spring is April 27 & April 28, 2012. Summary: This year was our fifth time participating in the Boston Store’s Community Day Booklet sales. The coupons are used during Boston Store’s Community Day Event. This year, we continue to sell the booklets in Fall and Spring. Overall, the fundraiser was a success; more so because of the experience that this low-opportuntity fundraiser offers. V. qdoba night ### Goals: Raise $100; Actual: $65/fall semester, Spring semester is scheduled for April 10th, 2012. Summary: Working with Whitewater Qdoba, we designate a night devoted to UWW-AMA. If a customer comes into the store with our pre-approved flyers, 10% of their purchase will be donated to our organization. V. pizza hut night ### Goals: Raise $100; Scheduled for April 15, 2012 Summary: Due to the fun we had with Qdoba night (and not necessarily the results) we decided to work with the local Pizza Hut to host a fundraiser at the restaurant. Total general fundraising = $85,546 UNIVERSITY OF WISCONSIN-WHITEWATER AMA | 12 fundraising By participating in National fundraisiers, members have the opportunity to reduce their costs for the International Collegiate AMA Conference held in New Orleans. For each event that members work, they receive a portion of the revenue generated. The money raised is placed into individual accounts and distributed the week before conference. This program has contributed to UWW maintaining one of the highest conference registrations each and every year. National conference fundraising I. alpine valley #### Goals: Generate $500; Actual: Generated $700. Summary: Our long standing relationship with Alpine Valley has continued throughout this year. By staffing a concession stand at this venue, we earn a significant amount of money without an initial investment of funds; we only need student involvement. We hope to continue our close ties with Alpine Valley in the future. II. miller park ##### Goals: Generate $2,000 with 10 members participating; Actual: Generated $1,350 & 13 members participated. Summary: Brewer Games at Miller Park have been one of our largest Nationals fundraisers. By staffing a concession stand at 6 games a season, we earn a significant amount of money without an initial investment of funds; we only need student involvement. Although the dollar amount that we raised is significant, two games were understaffed due to scheduling conflicts. For the 2012 season we will have back-up support in advance to ensure that this issue will not resurface. UW-Madison Fundraisers also national fundraising III. badger football games ##### Goals: (1) Generate $1,500 with at least 20 members participating; Actual: Generated $1,600 and 28 members participated. Summary: Fundraising through University of Wisconsin-Madison has been one of our primary sources of generating funds to reduce members’s Nationals costs. To raise these funds, we sell programs outside the gates of Camp Randall Stadium prior to the game. The Badger’s season went extremely well this year which helped us exceed our initial goal. The added games and interest in Badger Football engaged more members than projected. IV. badger women’s basketball Goals: Generate a sum of $1,500, provide a min. of 6 workers per game; Actual: Generated $2,600 and 24 members participated. Summary: Through the W-Club, we provide between six to eight members to staff a concession stand during University of Wisconsin Women’s Basketball Games. We were able to staff all 14 games with required amount of people. This year, the Badger Fundraisers have been the most successful source of Nationals Fundraising. We are looking forward to keeping our close relationship with the W-Club. ##### V. bonus w-club February 17, 2012; Generated $400 and 4 members participated. Summary: Due to our reliability and dedication, the W-Club offered us additional fundraising opportunities throughout the seasons. This year, we worked the high school state swim meet. This provides our members with more opportunities to supplement the cost of the National Collegiate Conference. Due to member interest and success of program, we will continue close ties with the W-Club. #### Total Nationals fundraising = $6,650 UNIVERSITY OF WISCONSIN-WHITEWATER AMA | 13 MEMBERSHIP recruitment & retention Recruitment is taken very seriously by our chapter. The promotional tactics used to recruit members include the Student Org Fair, class presentations, posters, signage, word-of-mouth, social media, video screens in building, and other various methods. ##### Goals: 65 attendees at Fall New Member Meeting; 50 at Spring; Convert 70% to full membership status. Actual: Fall: 140 attended and 80 joined (57% conversion); Spring: 60 attended and 46 joined (77% conversion) Summary: Fall semester recruitment was one of our highest ever. Although we were able to get 80 new members to join, our conversion rate was lower than our goal. This changed for the spring semester with the launch of our New Master Advisor Program, which resulted in a conversion rate of 77%. master mentors (new) total membership goals Goals: Fall: 70 local dues paid members; Spring: 90; 160 paid National members for the year. Actual: Fall: 114 local members; Spring: 142 local members; 178 National paid members for year. Summary: Our recruitment and retention efforts were very effective in exceeding our goals. ##### Summary: The NEW Master Mentor Program has been an unquestionable success. In past years we assigned AMA and CMU Board members as mentors and divided up new members across this group of leaders. This past spring we decided to revise the Mentor Program by selecting 10 veteran AMA members to serve as MASTER MENTORS. We provided training for these Master Mentors and gave each of them a $30 budget for taking their mentees to lunch. THEIR PASSION WAS THE MAIN REASON WE INCREASED OUR CONVERSION RATE TO 77% ##### member database awards program ##### Goals and Actual: Collected data on members including major, minor, academic status, contact information, business affiliations and payment status of dues. Summary: The database is used to collect information, specifically e-mail addresses and phone numbers to keep in contact with members. ##### Goals: Two Marketer of the Month each month; Honor general members at awards banquet at end of each semester. Actual: Fall semester we presented 8 general member awards at general member meetings and 12 awards at the banquet. Summary: These awards honor general members and outstanding directors at the semester banquet along with the two MONTHLY awards. This helps relay the message that we recognize the effort that they put forth for our chapter! Semester Awards General Members Most Active Member Best New Member Marketer of the Semester Outstanding Director Most Enthusiastic Member Most Dedicated Member Most Improved Member Up and Coming Member Board Members MVP AMA MVP CMU Most Dedicated AMA Most Dedicated CMU appreciation program (NEW) ##### Summary: New this year, we introduced an Appreciation Program that essentially gives back members their local dues (and more) in the form of free and/or reduced activities. We can do this only because of the revenue brought in from CMU and our corporate fundraising. Some key examples: • Paid 50% of the cost of the Etiquette Dinner (50 students) • Paid 100% of the International Dinner (35 students) • AMA Professional Luncheons are paid by the chapter • 100% of cost of Brewer tickets (50 students) • Paid 100% of room rates for students who went to the Ferris State Regional Conference (8 students) • Paid for flights and hotel for students who flew to the FIU regional conference (5 students) NATIONALS APPRECIATION program (revised) Summary: We allocated points to the activities students participated in and awarded 22 National Conference Scholarships. Each of these students have their $195 conference registration and room costs waived, along with a free Chapter Dinner (Friday) and a free Chapter Luncheon (Saturday). Approximately $14,250 total was awarded (from CMU and corporate sponsorships). This revised program will serve as a major motivator for 2012-2013. involvement& recognition Summary: We also keep close tabs on the participation levels of our members. We do so via a points system that tracks each member in terms of activity and program attendance. We find that this Recognition Program plays a key role in member motivation and chapter success. We recognize students at our semester awards banquet. Higher involvement levels leads to higher monetary prizes. Involvement Levels Active Member 100-174 points Blue Chip Member 175-249 points Silver Member 250-324 points Gold Member 325-350 points Diamond Member 375+ points ##### semester planner Summary: Our semester planner provides our members with the vital information, including Calender of Events, board member contact information, directorship descriptions, point system and reward programs, and more. ##### UNIVERSITY OF WISCONSIN-WHITEWATER AMA | 14 membership DATA 1.6% 11.0% 20.0% 26.4% Fresh Soph Junior 58.0% 42.0% Male Female 13.8% 10.1% 11.0% 15.6% 38.5% Marketing Mgt Finance Account Comm Other 28.8% 23.2% Senior Grad 200 180 160 140 120 100 80 60 40 20 0 2007-2008 2008-2009 2009-2010 2010-2011 2011-2012 140 176 188 182 178 National Members Trend Competition for student organization members is acute at UWW, with new organizations starting up every year. Despite this competition our AMA chapter has retained a high level of membership. The New Master Mentor Program started this spring should positively impact next year as well. From our data charts you can see that our success is due to multiple factors, including recruiting talent across multiple majors and stocking our organization with students at all class levels. This approach allows us to train our members as they move up through the class ranks, which is important for their development and our chapter. Having varied backgrounds is an especially strong advantage in that we have a “creative supply” across disciplines. COMMUNICATIONS the amazing Summary: Our weekly newsletter is a great way to inform members about the chapter activities each week. With such a large board we have a lot of events and updates. The final Amazing handed out at the end of the year banquet highlights personal memories. We strive to maintain open and effective communication linking general members, executive board members, directors, advisors, alumni , the campus community, other student organizations, National AMA headquarters, the Whitewater community, fellow Collegiate AMA Chapters and Professional AMA Chapters. internal communications ONLY #### electronic updates WEEKLY NEWs videos (NEW) Summary: New this semester, our chapter produces weekly news videos that we place on our web site and play at meetings. These have high production value and are shot in the college video production room - - allowing for awesome video effect! What a great new tool, one that has been well received by our chapter. ##### Summary: The electronic update has been a popular means for keeping members informed, especially if situations arise where event details need to be changed or communicated. Distribution lists are created on the AMA e-mail account to eliminate the mass e-mail process. Faculty members also receive electronic updates to ensure their participation in events. #### Text updates (NEW) #### Summary: This semester our chapter implemented a new electronic form of communication - - the text update. We send out 1-3 texts a week depending on the number of activities that we have and urgent communication needs. We have had an impressive rate of responses and comments about the new program and we will continue to implement the service. This was a great new idea--we love it! “Hey, Etiquette Dinner money is due today. Please put the $10 in AMA office. Final count is due tomorrow morning.” Sample Weekly “AMA News” Video UNIVERSITY OF WISCONSIN-WHITEWATER AMA | 15 COMMUNICATIONS chapter blog (NEW) Summary: This year we launched the UWW AMA Blog to provide information that is going on in our chapter. The topics are varied and a different board member creates the post every week. Although not as “interactive” yet as we would like, our communication efforts on Facebook have helped and we see increased interaction in the future. internal and external communications #### ad graphics public relations Goal: (1) Submit timely press releases and (2) Work with campus publications to receive placement in local news. Outcome: Averaged 2 “media mentions” per month. Summary: During this year some of our top headlines included the AMA Regional Conference, Sales Certificate Program, Marketing Week and Case Competition. We receive many media mentions due to our close relationship with the University’s Marketing and Media Relations and Campus Newspaper. Our press releases are often highlighted on the UW-Whitewater’s web page, in the campus newspaper, and on the College of Business website. ##### Summary: Our ad graphics committee has done great with creating and posting flyers at least one week prior to our meetings. The flyers are hung in buildings on campus with the most student traffic. Also, utilizing electronic boards that are mounted around the buildings, we are able to reach additional students through the slides. ##### monthly newsletter Goal: Provide a monthly newsletter to communicate upcoming events and past successes. Outcome: (1) Fall: Published four newsletters (monthly); (2) Spring: Published Jan and Feb. Summary: Our newsletter is distributed through our AMA website. Areas highlighted in these newsletters include Marketing Week, AMA Saves Lives, Donate Life America, Pearson Case Competition, Regional Conference, upcoming professional speakers, community service projects and money donated along with other chapter accomplishments and updates. The newsletter also features a CMU Corner, enabling communication of monthly updates and member spotlights. ##### PR Example from our 2011 Regional Conference website (www.amauww.com) ##### February 2012 Newsletter Summary: Over the past year we have redesigned and updated our website. Some of new features include ordering apparel, signing up for major events, and applying for directorships via an online form. By changing our domain name to (www.amauww.com) we have a recognizable domain name that members can easily remember. Our online events are connected to our Facebook page, which has been a beneficial communication tool this year (see social media section). One of our most used features is the ability to fill out forms online and register for upcoming events. For example, over 85% of our members applied for directorships via our online forms. Also, 90% of our Regional Conference attendees registered through our online form. Overall, our website has made our organization more marketable to potential members and sponsors and serves as a phenomenal communication tool. Key Metrics: (1) We are in the finals for Best AMA Website; (2) 2,580 web visits this year; (3) Average time on web site = 3 minutes; (4) 8,632 page views; (5) 67% new visitors over last year; and (6) people from10 countries have visited our web site. UNIVERSITY OF WISCONSIN-WHITEWATER AMA | 16 COMMUNICATIONS social media ##### Summary: With the rise of social media, our chapter has taken a proactive approach to social media in promoting the organization’s events and opportunities. Utilizing social media outlets such as Twitter, Linked-in, and Facebook we are able to connect with business professionals, companies, and other students that either attend UW-Whitewater or are part of a fellow AMA Chapter. This year we have seen a significant increase in Twitter followers from the past year. We increased from 268 followers in April ‘11 to 404 followers as of February ‘12. We use Twitter specifically for reminders to our followers about UWW-AMA events, post internship and job opportunities, etc. We are connected with a many Milwaukee and Madison Professionals and follow and interact with fellow Collegiate AMA Chapters. chapter operations We strive to ensure that board members/directors have proper preparation, plans and tools for the successful execution of our goals, strategies and tactics. In response to our major changes this year, please note that our NEW positions are presented in bold in the below organizational flow chart. ama president CMU PRESIDENT president elect immediate past president vp of community service vp of prof development vp of event marketing vp of finance vp of certificates vp of conferences vp of membership vp of fundraising vp of workshops vp of campus involvement vp of global operations vp of communications vp of competitions vp of workshops vp of social media vp of technology vp of SALES programming cmu president cmu vice president account executives assistant account executives directors directors UNIVERSITY OF WISCONSIN-WHITEWATER AMA | 17 chapter operations executive board sTRUCTURE Summary: As shown on the previous page, our AMA Board structure is complex and includes an AMA Executive Board (21 members) and a CMU executive Board (18 members). These two boards are the drivers of our chapter and by themselves represent 39 dedicated individuals. The AMA President is in charge of all operations, with the CMU President reporting to her. Each AMA Board VP has a set of directors. CMU is set up as an agency, and incudes account executives, assistant account executives and directors. ##### Summary: Given our major new initiatives this year, it was necessary to restructure our AMA Board. Positions added included: (1) VP of Global Operations, (2) VP of Workshops, (3) VP of the Sales Program, (4) VP of Certificate Programs, and a (5) VP of Social Media. Because of these changes and our new vision, we also added the position of (6) Immediate Past President to help guide our board. AMA executive board CHANGES ##### executive board retreats Summary: The purpose of our retreats is to bring all board members together once before the semester starts so that they can get to know one another before the work begins. Over the years this retreat has played a major part in creating a bond between board members, it also allows us to discuss presemester work and establish goals. #### Goal: Completely revise all Books of Knowledge. Summary: Books of Knowledge have been a means of passing on information from semester to semester and have been essential to our long-term success. Given our new initiatives, we had to create six new books and revise all others. All roles now have new Books of Knowledge, though more changes and edits are still needed. books of knowledge (REVISED) #### Summary: One of the most effective elements of our chapter operations is that we elect a new Executive Board each semester. This election format keeps the board motivated and allows us to “fire” or suspend ineffective board members (two had one week suspensions this year). elections ##### Goal: 28 weekly Executive Board meetings. Outcome: (1) Fall: conducted 16 meetings on Monday nights; (2) Spring: to date conducted 9. Summary: Executive Board meetings are integral to conducting business in an efficient and effective way. Board Meetings ##### Directorships ##### focus groups Summary: Each VP has one or more directors for each of his/her activities/Directorships are one of the leading mechanisms for our chapter’s success. Because directorships are a prerequisite for becoming an executive board member, directors take their job seriously. We exceeded our number of directors this year with a combined 72 directors in fall and spring! Goal: Two per semester; minimum 10 members. Outcome: (1) Fall: conducted 2 meetings with a total of 30 members; (2) Spring: conducted 1 so far with 15 members, scheduled 1 more. Summary: Focus groups are a main source of member feedback. Focus group results are analyzed by CMU and presented to AMA for future planning. #### Weekly meetings with advisor ##### Summary: AMA and CMU Executive Board members are required to meet with our advisor on a weekly basis. These meetings play an important role in ensuring that we are meeting the demanding expectations for our organization. Board members relay what is coming up over the next week, review activities from the previous week, and seek input for future activities. In addition to the direct impact these meetings have on chapter success, they also play an important role in developing a strong bond with our advisor. Ascendency to presidency General Member meetings ##### Summary: President is not an elected position - it is earned. Individuals selected to be the AMA/CMU President are selected by Dr. Peltier and the current Presidents. To ease the abrupt transition to leadership, the future presidents serve a term as President Elect. In this position as “leader in waiting,” they shadow the president for a semester, are given a leadership role in the AMA Regional Conference, meets with Dr. Peltier twice a week, and are involved in the mentoring of E-Board members. This ascendency to leadership process is a big part of our success. Left: Fall 2011 AMA & CMU President Right: Spring 2012 AMA & CMU President ##### Goal: 12 general member meetings each semester. Outcome: (1) Fall: conducted 15 meetings; (2) Spring: conducted 8, scheduled 6 meetings. Summary: General Member meetings are a way to interact with all members and bring speakers to our organization on a regular basis. UNIVERSITY OF WISCONSIN-WHITEWATER AMA | 18 calender of events 9- Brewer’s Game 9- Changing of the Boards 24- Brewer’s Game 10- Brewer’s Game 25- Brewer’s Game 25- Alpine Valley 7- Brewer’s game 15- First Regional Conference Meeting 8- Regional Conference Meeting 7-12- I-Mix 26-28- Board Retreat 31- Freshman Move-in Day May 2011 June 2011 july 2011 august 2011 1, 14- Brewer’s Game 1, 10, 24- Badger’s Game 3-4- Alpine Valley 12,19,26- Board Meetings 13- New Member Meeting 13- Officer Report Due 14, 21, 28- Member Meetings 23- AMA Social: Brewer’s Game 26- Workshop #1 27- Regional Grant Due september 2011 1- W3 Event: Race 2,9,16- Brewer’s Game 4- Chapter Plan Due 1,15- Badger’s Game 4- Workshop #2 10- Workshop #3 12- Focus Group 7-8- Ferris Regional Conference 1,10,17,24,31- Board Meetings 10-13- Marketing Week 5,12,19,26- Member Meetings 17- President Council Call 17&18- Healthnet 17- Workshop #4 18- Professional Relations 19-Sales Certificate Meeting 19- NIU Sales: First Round 20- Mid Semester Survey: Live 21- AMA vs. PIKE FB Game 21- GMR Tour 22- Mentor Event 24- Blog: Live 5,12,19- Speaker Meetings 18 & 21- AMASavesLives Events 24-29- Homecoming Week october 2011 12,22,30- Badger’s Game 13-15- Board Retreat 23,30- Board Meeting 24- New Member Meeting 25 Member Meeting 2,16,26- Badger’s Game 6,13,20,27- Board Meetinga 1,8,15,22,29- Member Meetings 8- Multi-Cultural Fair 8- Focus Group 9-Social 10- Miller Brewery Tour 11- Wheelchair Basketball Game 13-15- Retail Certificate 13&14- Workshop #7 & #8 13- Let’s Talk College 17- State Swim Meet 17- Etiquette Dinner 18- Polar Plunge 20- Workshop # 9 21- AMA Professional 22- Retail Certificate 22- Annual Report Due 24- Mentor/Mentee Event 24-Okner Symposium 2- Day-in-the-Field 2- International Dinner 5,12- Board Meetings 5-Workshop 7,14,28- Member Meetings 7- International Panel 8- Final Day of Retail Certificate 9- Let’s Talk College 9- Buck’s Game 12- Workshop 13- Professional Development 14, 28- Speaker Meeting 20-25 NATIONALS!! 2,9,16,23,30- Board Meetings 4,11,18,25- Member Meeting 9- Workshop 13- Volleyball Fundraiser 11,18- Speaker Meeting 10- Food Drive Begins 18- Focus Group 20- Charity Raffle’ 20- Make a Difference 25- Food Drive Ends 27- Mentor/Mentee Event 2,9- Member Meetings 7- Board Meeting 4- Awards Banquet january 2012 february 2012 march 2012 1- Website Competition Start 5- Badger Game: Football 3, 6, 13, 18- Badger Game: Basketball 2,9,16,30- Member Meetings 7,14,21,28- Board Meetings 4-5- FIU Regional Conference 7- Workshop #5 11- UWW Regional Conference 12- AMASavesLives Event 15- Workshop #6 15- AMAzing Marketing Week Due 18- Mentor Event 18- Milwaukee Tool Tour 2,9,16- Speaker Meetings 2,9,16- Sales Certificate Meetings 16- Focus Group 30- Alumni Panel november 2011 april 2012 2- Sales Certificate Final Day 5- Board Meeting 7- Member Meeting 9- Awards Banquet 5,11,30- Badger’s Game 13- Case Document Due december 2011 may 2012 UNIVERSITY OF WISCONSIN-WHITEWATER AMA | 19 budget REVENUES Regional Conference Registration $5,200 EXPENSES Conference $6,250 Case Competition $2,000 Day in the Field $300 Marketing Week $200 Professional Relations/Speakers $1,100 Professional Development Regional Conference Sponsorships Federated Insurance $1,000 Milwaukee Tool $1,000 Career & Leadership $500 Big Shoes Network $350 College Pro $350 AcuRite $200 Northwestern Mutual $100 Donate Life America (Community Service) Charity Raffle Ticket Sales $1,000 Charity Raffle Bids $4,000 Charity Raffle 50/50 Sales $400 AMASavesLives (Fall) $600 Donations $1,800 Fundraising-Organizational CMU $64,000 Corporate Sponsorship/Grants $1,000 Boston Store Community Day $290 Restaurant Fundraisers $165 University Grant for Case Team $3,000 GBRC Global Projects $1,500 Fundraising-Nationals Brewers Games $1,350 Alpine Valley $700 Badger Basketball Games $2,600 Badger Football Games $1,600 Additional W-Club Fundraisers $400 Membership National Dues $6,721 Local Dues $6,970 Total Expected Revenues $106,796 Community Service/Donations Charity Raffle Casino Rental $2,000 Charity Raffle Food $1,000 Charity Raffle Misc. $1,000 Donate Life America $10,000 AMA Saves Lives $10,000 UWW Foundation/AMA Grants $21,550 Special Olympics $3,315 UWW Giveback Programs/Athletics $13,200 ASHA $1,000 Misc Community Service $1,250 Charity Donations not yet Selected $5,000 CMU Expenses Semester Diners $2,000 Data Collection, Travel, Outside Help $6,000 Membership National Dues $6,721 Awards $1,400 Member Appreciation $2,000 Mentorship Program Events $500 Recruitment $150 Chapter Operations/Communication Communications (website, brochures, etc) $1,900 Chapter Operations/Retreats $2,000 Miscellaneous $3,000 Total Expected Expenses $104,836 Expected Carry-Over $1,960 UNIVERSITY OF WISCONSIN-WHITEWATER AMA | 20
Report "University of Wisconsin_Whitewater Annual Report 2012 (1)"