No need to worry! A CFR Visit isn't an inspection. Instead, the CFR is coming to find out how you do things and to see if he or she can help you to grow and improve. Planning for the visit is not too difficult, and all of the necessary materials are here on this page to make sure you succeed in planning. Please read this entire page and make sure that each officer reviews the information for his/her position. Officers will need to fill out the appropriate form for this office -- all forms are provided on this page.

General Documents

CFR Visit Instructions and Checklist [download]

Frequently Asked Questions [download]

Still Have Questions?

Information for Officers

The CFR would like to meet with each officer individually and the chapter as a group. The Chapter President will be in charge of making the meeting schedule. To prepare for this meeting, please review the section for your office below and fill out the form for your office.

If your office is not listed, see "Other Officers / Non-Officers."

A NOTE ON OFFICER FORMS: As you look at the information below, you'll see two types of downloads: write-on and type-on. These forms contain the exact same information. The write-on version is designed to be printed and then filled out by hand, while the type-on version is a on-screen form designed to be filled in on the computer and then printed. Please feel free to use either one! The forms can be written or typed!

Both versions are in Adobe PDF format.

If you need a program to open PDF files, you can download the free Adobe Reader program here.

Officer Documents:

President

Vice President of Membership / Membership Educator

Vice President of Service / Service Coordinator

Secretaries (all types)

Treasurer

Other Officers / Non-Officers

Membership Candidates

The Chapter President is in charge of organizing the visit and creating the schedule. Be sure to read and/or complete the following:

CFR Visit Instructions and Checklist [download]

• This document contains instructions on how to prepare for the visit, as well as a checklist to help you plan.

Frequently Asked Questions [download]

• This document contains answers to the most commonly asked questions about CFR visits -- be sure to read it!

Scheduling Form and Instructions [download]

• This document contains information on how to schedule the meetings as well as a template for writing out your schedule.

President's Report Form [download write-on version] or [download type-on version]

• Please fill out this form prior to the visit and give it to the CFR upon arrival.
• You will need the following things for our meeting:  Officer Notebook, Chapter Constitution/Bylaws, Joint Constitution/Bylaws (if used), and any other documents with which you have questions.  I look forward to working with you during my visit.

Chapter Self-Evaluation [download write-on version] or [download type-on version]

• Please lead your chapter in filling this form out together prior to the CFR visit.
• The CFR will use this during his/her meeting with the whole chapter.

Visit Evaluation Form [download write-on version] or [download type-on version]

• Please fill this form out after the visit is complete and send it in to National Headquarters.

Vice President's Report Form [download write-on version] or [download type-on version]

• Please fill out this form prior to the visit and give it to the CFR upon arrival.
• We will take this time to review your chapters’ Membership Education Program.  If you do not have a documented program you need to begin working on one, and we will work on it further when I arrive. 
• You will need the following items for our meeting:  Officer Notebook, Chapter Membership Education Program, Chapter Continuing Membership Education Program, current copy of anything carried by a Membership Candidate/Initiate, and any other documents you use for your office.

Membership Candidate Class Info. [download write-on version] or [download type-on version]

• Please fill out this form prior to the visit and give it to the CFR upon arrival.
• This form contains questions about your Membership Education Class. If you do not currently have a class in progress, fill this form out based on the most recent class you have had.

Service Coordinator's Report Form [download write-on version] or [download type-on version]

• Please fill out this form prior to the visit and give it to the CFR upon arrival.
• Please bring anything to the meeting you would like to discuss.  If you keep an officer notebook, please bring it with you.

Recording Secretary's Report Form [download write-on version] or [download type-on version]

• Please fill out this form prior to the visit and give it to the CFR upon arrival.
• Please bring a copy of your chapter's roster as well as minutes from recent meetings and any attendance records that you keep for your chapter.  If you keep an officer notebook, please bring it with you.

Corresponding Secretary's Report Form [download write-on version] or [download type-on version]

• Please fill out this form prior to the visit and give it to the CFR upon arrival.
• Please bring anything to the meeting you would like to discuss.  If you keep an officer notebook, please bring it with you.

Alumni Secretary's Report Form [download write-on version] or [download type-on version]

• Please fill out this form prior to the visit and give it to the CFR upon arrival.
• Please bring copies of any recent alumni newsletters or alumni contact information you may have.  If you keep an officer notebook, please bring it with you.

Treasurer's Report Form [download write-on version] or [download type-on version]

• Please fill out this form prior to the visit and give it to the CFR upon arrival.
• You will need the following for our meeting:  Officer Notebook, Chapter Budget, Ledger Book, Chapter Checkbook, and any other documents needed for your office. 

Other Officer/Member Report Form [download write-on version] or [download type-on version]

• If you are not an officer or your office isn't listed above, please fill out this form prior to the visit and give it to the CFR upon arrival.
• Please bring any materials you would like to discuss.
• For the Historian: please fill out the Other Officer Form and bring examples of your historical work to our meeting.

• The CFR would simply like to get a chance to meet you and talk about your process and about Kappa Kappa Psi on the national level.  Please bring any materials you use for membership education to our meeting. 

• You do not need to fill out any paperwork for our meeting.