Guide For Preparing Chairman's Planning Guide (CPG) Project Notebooks
Guide For Preparing Chairman's Planning Guide (CPG) Project Notebooks
Guide For Preparing Chairman's Planning Guide (CPG) Project Notebooks
50
Guide
Chairman's
Planning
Guide
Project
Notebooks
by Kim Newlin
July 1976
PETERSBURG PETERSBURG,
P. O. BOX 741
TABLE
OF CONTENTS PAGE 2
6
FOREWORD
4 8 7 Cover CPG Relevant Single Project ConceptNotebook Organization Judging Criteria for Notebook of Chapter and Project Submissions ChapterSheet Formats for Award Categories Planning
Entry
1.
VI. This guide follows this Table of Contents format for the preparation of a CPG for the remainder of this 9 guide VII. Keys to Winning VIII. Material books needed Notebooks by a CPG Chairman to prepare noteof
35
36
37 38
39
section
XI. Bibliography
FOREWORD
Dear Fellow Jaycees: The purpose Planning Guide of thi s gui de is to teach you how to wri te Project Notebooks. single These project project awards Chairman's can be and be
(CPGs)
notebooks category
used to enter
used to support
CPG Project
Notebook
Program.
our members
project speak
State
Specifically,
there were
entries
awards), place
4 second
in Population V.
entries Notebook
Our Individual
Development
Programming
Division Division
notebook
entry
placed
our noteboo~were
entered
Development Division
Notebook
first
U.S.
our
notebook
award Petersburg
V,
two
and
went
chapter
the
1975-1976.
Since Jaycees
tools
pronPted
to develop
in our communities,
fully explain
the proper
to run a project
successfully
competi ti on.
of thi s gui de
:..v ~
Kim New1in
1307 Canter bury Col oni al Heights
Lane
,VA
23834
I.
ROCls (Relevant
Organization
Concept
of Chapter
and Project
Planning).
What
is an ROC? tool.
It is a chapter
management,
ship training
of chapter
The purpose
of the Chairman's
Chairman
project.
The second
record
notebook. was
the project
Chairman There
to write-up
reasons, internal
is that prois
and external
the results
The second
is so that single
project
and be judged
so that
your Jaycee
can obtain
Criteria
for Notebook
isincluded
be scored
by the judges,
be written Thus,
one would
completing
the planning
section
initiation.
CHAPTER
POP. DIVISION
JUDGING FORM SINGLE
PROGRAMMING AREA
PROJECT ENTRY
1.
[30%]
a. Does it appear that the chair~an was given the proper training as it relates to his responsibilities? b. Was adequate concern put into the financial management of the project? c. Did the committee management reflect a consideration 0: the individual talents of its members? d. Were proper communications maintained (committee meetings, committee structures, public relations, etc.)?
[0
10
I"5 [20%]
20
25
30]
2.
a. Did the project accomplish its goals? b. Did the committee chairman and members learn leadership and management skills through the project? c. Was the chairman's Planning Guide properly used or does it appear that the plannin~ and implementation sections were completed after the proJect was concluded? d. Does it appear that the evaluation was taken seriously and used as a learning experience?
[0
3.
I"O
15
20]
. [35%]
a. Does the project appear to have been done to satisfy one of the chapter's major priority areas or goals? b. Were available community resources utilized fully? c. Did the project involve a large percentage of the membership? Were those individuals briefed on the overall objectives of the project?
[0
10
15
20
25
30
~5]
4.
a. Were a few members overburdened with work while the majority made no contribution? b. Was the project too ambitious for the available chapter resources?
[0
10
IS]
TOTAL
III.
DIAGRAM OF SUGGESTED
This sheet is included to show in composite how a project notebook entry should be put together. This guide also follows this same format in explaining to one how to prepare and put a single project notebook entry together after the listing of single project award categories.
Chapter NAME Chapter Mailing ADDRESS Your TOWN Project Catagory POPULATION DIVISION
: I
FRONT LABEL
:T
:I
r
----
BACK COVER
I
I
....
.~
SUB TAB F.- PROMOTIONAL MATERIAL SUB TAB E.- STATISTICAL RECORDS
.
....--
..-
---'
IV.
2. Criminal Justice: Any single project designed to educate about or prevent crime, to promote better correctional facilities and to promote for better ex-offender programs. 3. Economic Development: Any single project which improves resources, manpower, facilities, etc. for business and industrial development. 4. Energy Conservation: Any single project that promotes t he conservation of natural energy sources or the development of new or improved sources of power. 5. Environment: Any single project designed to educate the citizens and enhance the environment in your community. This could include a project to prevent pollution of land, water, air; resource and wildlife conservation; provide facilities for better use of public property; or provide an opportunity for environmental education through learning processes or through involvement. 6. Government Involvement: Any single project designed to provide better public services or government within your community or to work at solving problems of a political or governmental nature. 7. Health or Safety: Any single project designed to promote improvement in community health or safety. 8. Human Relations: Any single project to promote and imp rove understanding between neighborhoods and citizens of your community with varied ethnic, social, economic, racial or religious backgrounds. 9. Inner City: Any single project designed to alleviate the human needs of those living in the impoverished neighborhoods of your community. Especially those living in the older sections. 10. Interclub Relations: Any single project promoting an activity between the Jaycees of your chapter with Jaycees from other chapters such as an extension, visitations, bidding or hosting state meetings or other activities between chapters. II. International Involvement: Any single project to provide assistance, understanding, communications, etc., between your chapter or community and people outside of the United States. Remember that you will be judged also on the impact of the project on your chapter and/or community. 12. Individual Development: Any single project run for the primary purpose of increasing the personal capabilities of the individual member, or enhancing their family relations. Chapters are encouraged to devise unique programs for meeting the specific needs of their memDers.
21. Wive's Recognition: Any single project primarily run to recognize the assistance and sacrifices of your wives. Original and unique projects that will help to make your wives active Jaycee Supporters, should be submitted. A chapter social, while it is definitely of value to your chapter, may not be the best recognition you can give them. (Family Life Development is not a wive's recognition project.) 22. Youth Assistance: Any single project implemented to meet a specific youth problem or designed to fill a particular need of the communities' youth.
23. Alcohol
7
Chaiman's
Planning Insert
Guide name
Project
Notebook
on the
of the project.
FY 1977
In this section include a picture or logo dipecting the theme of the project.
VI.
This guide follows this Table of Contents format for the preparation of a CPG project notebook for the remainder of this guide. TABLE OF CONTENTS
TOPIC ENTRY FORM ANSWERS TO QUESTIONS STATEMENT TECHNIQUES UTILIZED FROM CHAIRMAN'S PLANNING GUIDE
TAB
1
2
3 4
5 6
A
RESOURCES
SUBSTANTIATING FINANCIAL
MATERIAL
DATA
C
D
TAB 1
AwanIs~
C~ERNAME MAIUNGADDRESS CITY
PETERSBURG
P. O. Box 741
STATE
Peters burg
Virginia
ZIP
23803
The objective of the Petersburg Jaycees is to be the most outstanding Jaycee Chapter in Virginia .. We recognize that this can only be accomplished by offering individual development programs that meet the members' needs and help develop the individual, becoming involved in community programs that satisfy important needs in the community as well as chapter desires, and getting more young men in Petersburg and in other communities involved in the Jaycees.
(chedt one)
SinJle Project Entry Individual Development Programming Entry Community Action Programming Entry Gieslenbier Memoria] Award Entry SinJle Project Category (for Single Project entry only) Chairman's Name (for SinJle Project Entry Only) Chairman's Address City State _ _ . _
Bepnning March I, I
ill
_
(Based on official U.s. Census fiawes. or other oft'iciII updated ftpreI)
Type of Community:
Other Chapten
servin, community:
Certification
stamp or signature of State Chairman. indicatinl fint or second pl8ce state winner.
10
Cha-
CUide
Chairman's Name Business Phone
5 Planning
Project Home Phone Name Chapter Officer
Supervising
Chairman's
Mailing Address
PROPER USE OF GUIDE: Good advanced planning and record-keeping will mean the difference between success and failure. Use this guide in planning and conducting your project by completely answering NCh question as concisely and specifically as you can on a separate sheet of paper.
PLANNING:
1. 2. 3. 4. 5. 6. 7. Primary purpose (what is the primary reason you want to successfully run this project?). How does this project relate to the goals of your chapter? What are the specific goals to be accomplished by this project? (Use specific numbers, etc.) What are the specific manpower assignments? (Show names and duties). What materials and supplies will be needed? What community resources will be used? What problems do you anticipate needing to overcome to successfully complete this project? Outline alternative methods to overcome each problem. List the specific steps to be taken to bring this project to a successful completion. Show approximate date for each step. Complete the proposed budget showing all anticipated income and expense.
a.
9.
IMPLEMENTATION:
10. 11. 12. 13. Record Record Record Record the specific steps as taken and the results of each. any revisions or changes in plans as they become necessary. income and expenses as they occur. roles of non-Jaycees.
EVALUATION:
14. 15. 16. 17. Give a capsule evaluation of the project in relationship to your plans and goals. Describe any problems not anticipated and how they were handled. What changes would you make if you were to run this project again? Explain any financial problems encountered. Was the project a financial success or failure? Be specific, show profit or loss. 18. What benefits could members of the Jaycees derive from conducting this project in the future? by board/by chapter
Date approved
NOTE:For
detailed
explanation
of each question
Guide.
11
PROPOSED BUDGET
TOTAL
OTAL
12
.......
TAB 2
FROM CHAIRMAN'S PLANNING GUIDE
ANSWERS
TO QUESTIONS
13
P LAN
N I N G
1.
reason you want to successfull statement of why you want What identified need or problem led
2. How does the re ~ro~ect relate this the ~oals to t~our chapter? objectives this to of Describe briefly atlonship of proJect e goals and of the chapter. Explain how this project will contribute to the overall success of the chapter; e.g., relate to priority identified by surveys in CHAPTER PLANNING Guide & your CHAPTERls OBJECTIVE. 3. What are the s ecific oals to be accom lished b this s ecific numbers, etc. What specific measurea le goa for the project? What are the results you are working towards? must track and be answered in question 14 (quantify goals where
These possible).
4.
What are the specific manpower assignments? (Show names and duties}. Who is the chapter officer that has overall supervisory responsibility for this project? Who is the project chairman? Give the names, addresses, and telephone numbers and a brief description of job responsibilities for each key sub-committee chairman. Also, list the number of people needed to work on various aspects of the project and when they will be needed. This planning step will clarify for each individual his responsibility and the important role he has for the overall project success. (Use an organizational chart). What materials and supplies will be used? List all of the materials that will be required to successfully conduct this project. It is further recommended that names of those responsible for securing the materials be noted. You may also wish to include the date by which the materials must be available and the possible sources. DATE MATERIAL OR SUPPLY
5.
6.
What community resources will be used? A vast number of resources exist in every community. These resources could be classified into: money, materials, facilities, and the time and talent of non-Jaycees. Consider other groups and organizations.
14
7.
What problems do you anticipate needing to overcome to successfully complete this project? Outline alternative methods to overcome each problem. This step in the planning process is extremely important. Take the time necessary to explore the possible pitfalls or dangers you may encounter. This is essentially negative brainstorming in order to understand ahead of time, as much as possible, what things might prevent the successful completion of this project. You should find the following procedure useful in the problem-solving process. a. Clearly define each problem. The key questions "what" is causing the problem? Gather Think Select and analyze the data and facts. solutions. are "why" and
b. c. d. e.
f. g. 8.
the tentative
solutions.
List the specific steps to be taken to bring this project to a successful completion. Show approximate date for each step. Develop a schedule or plan of action. Only with a schedule can you tell for sure whether things are going well or badly. As committee chairman, you need to know the major activities. When do they need to be completed? If they are going to be accomplished on schedule, when must they begin? Each of your sub-committee chairmen should go into detail and specifics in scheduling their portions of the project. Don't wait until "D-Day" to discover you're off schedule. (For schedule use a bar Chart or
DATE
9.
BRIEF
DESCRIPTION
OF ACTIONS
TO BE TAKEN
Com~lete the budget anticihated Estlmate your proposed from all showing all How muc income sources. will income and expenses. be needed from the chapter treasury? Will money be needed to pay certain expenses before funds will be realized from outside sources? Itemize the costs expected with the project. How much money will be expended and on what items? Analyze various ways you can save money. Ask yourself "could this be done cheaper?" (Use back of CPG.) (Repeat here or refer to back of CPG).
15
IMP
L E MEN
TAT
ION
10.
Record the specific steps as taken and the results of each. With preplanning finished, it becomes time to act. As the various aspects of the project are started, record briefly the action taken and when. As the project progresses, you will find it helpful to be able to refer to prior action. Be brief and concise, showing important items, such as; times, people involved, decisions arrived at, and commitments made. DATE BRIEF DESCRIPTION OF ACTIONS TAKEN
11.
Record any revisions or changes in plans as they become necessary. It is not realistic to expect that a perfedt plan has been designed. However, good preplanning should eliminate unforeseen major problems which would require the need for major revisions. Make a record of any changes, large or small, that are made as the project is conducted. It is likely an alternative method for anticipated problems may have to be used. Record the use of the alternative method that was used and why. (This question should relate back to question 7 in the Planning Section). Record income requires that are incurred, chapter from DATE and expenses as they occur. Good financial management you know where you are at all times. As expenses or costs make a record of them. This will prevent you and the being surprised by a bill long after the project is completed. DESCRIPTION INCOME EXPENSE
12.
13.
Record role of non-Jaycees. Many people or groups within your community may wish to assist you in a project. It is a good idea to record the names of those who assisted you. Remember to express your appreciation to these people.
16
E V A L U A T ION
14.
Give a capsule evaluation of the project in relationship to your plans and goals. Describe your thoughts, opinions, and evaluation of the overall project. Be specific enough to tell how the conducting of the project was carried out in relationship to the plans that were made. To what degree did you achieve the primary purpose of the project? Were the goals attained? Describe briefly, but honestly, what you personally gained from this project and what was gained by your committee members. (Be sure to include evidence of goal attainment in substantiating materials section). Describe any problems not anticipated and how they were handled. Describe the major problems experienced and how you arrived at the final solution. In the case of problems that could not be overcome, outline why and what impact these problems had on your overall success. (This question should relate to question 7 of the Planning Section and question 11 of the Implementation Section of the CPG). ou make if ou were to run this ro"ect a ain? Step jectlve eva uatlon of how t e proJect mlg t ave been improved. Through this careful evaluation, the committee chairman and members will gain insight into planning and leadership. Make recommendations to those project chairmen who may be running similar projects. Allow them to learn from your experience. Explain any financial problems encountered. Was the project a financial success or failure? Be specific, show profit or loss. If either the anticipated income or expenses varied greatly from the budget, explain why. Were the factors controllable? Explain how financial problems experienced during the course of the project were handled. What benefits could members of the Jaycees derive from conducting this project in the future? As a Ipeop1e-oriented" organization striving to make Jayceeism a meaningful experience for each member~ it is important that you analyze this project in relationship to your fellow Jaycee members. Could this project be turned over to some other organization with Jaycee members assisting them and yet provide growth opportunities for interested Jaycees?
15.
16.
17.
18.
17
TAB 3
FINANCIAL
STATEMENT
18
FINANCIAL STATEMENT
NAME'OF PROJECT
PETERSBURG JAYCEES
DATE
ACTUAL ACTUAL
INCOME:
BUDGET BUDGET
0IOUIC8I
.
,
Summary:
19
TAB 3
Financial
Statement
Income
Budget
Actual
TOTAL
Expenses
Budget
Actual
TOTAL
20
e. g. for a project
FINANCIAL STATEMENT-
Name of Project
Petersburg Jaycees 1975-1976
-9.....
.-
INCOME
Actual 00 ....Q...
Budg,et
21
TAB 4
MANAGEMENT
A one-page chairmen. description
TECHNIQUES
technique used
of management
by the committee
22
MANAGEMENT
TECHNIQUES
Planning - Good advanced planning is the basis for a successful project. Our chapter emphasizes the use of the Chairman's Planning Guide (CPG) as the key to project success. For example, we are required to use the CPG and the previous project notebook in planning and conducting our projects. First we must answer each of the nine questions under the planning section of the CPG prior to beginning the project. By doing this, one can plan the events and activities to happen on purpose, rather than by accident. In summary, this management technique has forced me to think ahead so that I will not have to take haphazard actions which are usually the case when the project has not been properly planned. TRAINING - One thing this project has done for me as project chairman, was to train me in the use of the CPG and how to conduct a project. One of the first things that was done when I accepted chairmanship of this project was that the supervising chapter officer sat down with me and taught me and the role I was to play in order to carry out this project successfully. There were four fundamental management techniques that were covered: 1) planning, 2) communications, 3) personnel management and 4) financial management. Without this training, running this project would have been a frustrating experience but with this training and experience gained by conducting this project has allowed me to perform my duties on my regular job in a more effective and efficient manner. COMMUNICATIONS - As project chairman, I quickly learned that communication .is one of the major keys in delegating work to be done. Communication is more than simply telephoning a person on your project and telling him something or sending him a note, to communicate to him effectively, you must have two events occur. First you as project chairman must transmit your message and the person on your project must receive the message and understand it for the communication to be effective. As project chairman, you soon learn that there are four basic ways to communicate to the people working on your project: 1) written, 2) oral, 3) visual and 4) indirect. As a project chairman, I quickly learned that I must keep my project members informed if the project is to be accomplished in a timely and successful manner because information that comes too late will result in lack of or non-accomplishment of that task. PERSONNEL MANAGEMENT - As project chairman, you quickly learn that personal management is another one of the keys to project success, yet the hardest to achieve. All of the planning and organization cannot accomplish the project without human resources. Since Jaycees are a civic group of volunteers, one cannot use.fear to motivate them rather one must use attitude (inspire them through your leadership ability) and incentives to get them to work and produce. "Jaycees are people:" and must be treated as such. Thus the real key to getting the project done is to
23
motivate your team by 1) making the members feel important and wanted, 2) making them see the importance of their role on the project, 3) explaining the benefits they will get from participating on this project, 4) make sure they know what they are to do and what you expect of them, 5) make sure you and they agree on a reasonable standard of performance, 6) teach them the neccessary skills needed to perform their tasks on the project and 7) show them appreciation for their efforts is the most important key. These are some important personnel management techniques to use to activate your project members. You soon learn as project chairman and personnel manager, that you will not treat every member alike but must work with each project member on an individaul personto-person basis. FINANCIAL MANAGEMENT - This aspect of management is important and must not be overlooked. By use of the CPG and answering each of the nine questions before the project is begun, one-is forced to prepare a budget when you answer question 9. Thus, by preparing the budget for the project, you quickly learn what expenses you will incur and if additional revenue must be raised to complete the project. Thus you and your committee chairmen know how much they have to spend and/or raise so they won't end up spending more than your income.
24
TAB 5
CHAPTER
RESOURCES
UTILIZED
A one-page summary of: How well available resources were used, how existing resources could have been put to better use, and how additional resources could have been beneficial. e.g. Labor, Materials, money.
25
TAB 6
SUBSTANTIATING
(Other appropriate tabs can be added
MATERIAL
if these
NOTE: Many projects may not have material in each area. material which is valuable should be included.
26
FINANCIAL
DATA
the money came from (see treasurer of
Financial data: accounting records of where and how it was spent. Copies of bills paid. your chapter)
27
SUBSTANTIATING MATERIAL FOR THIS PROJECT. UNDER THIS SUB-HEADING, IS EITHER NOT APPLICABLE OR NOT RELEVANT.
tabs with
no substantiating
material)
28 .,
NEWS
CLIPPINGS
News Clipptngs: Newspaper articles (should include dateline} radio scripts, television scripts, local chapter publication articles, etc. (see scrapbopk, spark)
29
CORRESPONDENCE
Correspondence: Copies of letters sent, letters of fonm letter with list of to whom sent.
received,
copy
30
PHOTOGRAPHS
Photographs: Both or accomplishments. mally meaningless. cluded. (scrapbook
31
E STATISTICAL
Statistical records: Community police records, chapter suveys,
RECORDS
32
PROMOTIONAL
Promotional material:
MATERIAL
33
THE FOLLOWING MATERIALS WERE USED BY THE PROJECT CHAIRMAN AND HIS RUN THIS COMMITTEE TO
SUCCESSFULLY
PROJECT
34
VII.
KEYS TO WINNING
NOTEBOOKS.
1.
Type of Project: New, noval, high quality project that did the job intended in local community (also helps to have other civil groups involved--team effort to better the community). Notebook written in good style/gramatically correct (e.g., a flameboyant style exhibiting the Jaycee philosophy, positive attitude, (No matter how bad or poorly run the project was, write as if it were a very successful project). Typed/no Proper errors. as outlined in awards manual.
2.
3. 4. 5. 6.
format
Brochure-man-ship. Right politics - participate project notebooks. in state activities, judging of CPG
7.
Psyche others in state to believe you are doing job--word around--then when judged, you will have an advantage.
will
get
8.
Goals - definitive goals must be shown, documentation must track and be included as part of the substantiating material. (e.g., Stress that 10 Jaycees participated not only 10 showed up to help). One must keep accurate records, supporting documentation, and write draft CPG on project they have done if they expect to see do well in
9.
Jaycee Chapter
10.
judging.
their
One should review judging criteria to see types of things in CPG project notebooks and how they should be written.
to include
11.
Board of Directors must do something to insure CPG project notebooks a re turned in (e.g., to qua 1ify for Spar k or Spo ke, not enough to run project, one must also turn in draft CPG project notebook to CPG project notebook chairman to qualify). Show how the project developed interest of U.S. Jaycees). Use of committees. Emphasis of the use of proper management techniques. the individual's ability (primary
12.
13. 14.
35
VllI.
1. 2. 3. 4. 5. 6. 7. 8. 9.
New Dominion
at Meetings
- State,
articles
with
to project
of project
as it is being
RSPV Materials
Handbook
Logistics: a. b. Typing - avrange for early - Jaycetts machines of chapter members free.
- try to utilize
17. 18.
Budget Copies
of chapter
handbook
- 2
36
IX.
of Prograntning notebooks
Eactt Di.rector is to see tl1at CP~ project his jurisdiction a team effort officer book. rewrite no later tnan reading chapter notebooKs
notecooks
are turned
and after
Director
note:edit and
in to you, you
to chairman to these
notebooksreceiving
You are
to do this.
and if we expect
My duty is to try to put the final get the credit you are due. to be responsible
icing
to-
for the
Development
VP to be responsible
RSVP 05-121
37
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. .x L . BIBL fOGRAPH.)' .
1. 2. 3.
Offi cers and Di:rectors Gutde Chapter Awards Presidents Manual Management
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That economic justice con best be won by free men through fre. enterprise; That government of men; That earth's sonallty; should be of laws rather than