Chapter Officer Visit Forms

In preparation for a CFR visit, each chapter will need to complete the following forms. These forms allow chapter officers a chance to reflect on their specific roles as well as have their thoughts written out prior to the visit. Please 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. In addition to the officer forms, the Chapter Self-Analysis form gives the chapter an opportunity to discuss their goals, operations, and activities. Please make sure to submit these forms two weeks prior to your chapter’s scheduled visit as well as provide hard copies upon the CFR’s arrival. The forms may be hand written or typed.

 All forms are in Adobe PDF format.

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

Please note, in order for you to type on the forms you must download and save the form to your computer first. If you complete the form without downloading and saving it to your computer first, your responses will not be saved.

COVID-19 Chapter Operations Form [download type-on version]

  • Please complete this form as a chapter. The CFRs are collecting COVID related data for the National Leadership Team and may reference this form throughout the visit.

Officer Documents:

President | Vice President of Membership | Vice President of Service/Service Coordinator | Recording Secretary | Corresponding Secretary | Alumni Secretary | Treasurer |Constitution Officer | Ritual Officer/Chair | Music Officer/Chair | Historian | Other Officers/Members

President

President Report Form [download type-on version]

  • 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.

Chapter Self-Analysis [download type-on version]

  • Please complete this form as a chapter. The CFR will reference this form during the full chapter meeting.

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.

Vice President of Membership

Vice President of Membership Report Form [download type-on version]

  • 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 [download type-on version]

  • 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 [download type-on version]

  • 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 [download type-on version]

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

Alumni Secretary Report Form [download type-on version]

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

Treasurer

Treasurer Report Form [download type-on version]

  • 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 [download type-on version]

  • 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 [download type-on version]

  • 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 [download type-on version]

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

Historian

Historian Report Form [download type-on version]

  • 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 [download type-on version]

  • 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.

If you still have questions, we are just a phone call or email away!

Nicole Brooks | 405-612-2047 | kkycfr@kkpsi.org

Justin Jensen | 406-747-5867 | cfrkky@kkpsi.org