Business Portolio for 88th Pledge Class

1, I.N.F.I.N.I.T.E. ; Delta Sigma Pi

DELTA SIGMA PI

THETA CHI CHAPTER I.N.F.I.N.I.T.E. Fall 2015

“To be the preeminent

organization in upholding

professionalism,

brotherhood, and giving

back to the community;

while advancing leadership

and teamwork within a

diverse community.”

DELTA SIGMA PI, THETA

CHI CHAPTER

I.N.F.I.N.I.T.E.

Pledge Educator :

Ms. Daizzee Phung


Table of Contents ‘I.N.F.I.N.I.T.E.’ ....................................................................................................................................................................................... 4

Executive Summary ................................................................................................................................................................................. 4

Our Vision.............................................................................................................................................................................................. 4

Our Mission Statement .......................................................................................................................................................................... 4

Description of Our Organization ............................................................................................................................................................ 4

Purpose .................................................................................................................................................................................................. 4

Social Media Outlets .............................................................................................................................................................................. 5

Partnerships on Campus (SJSU) ............................................................................................................................................................ 5

Potential Customers and Market ............................................................................................................................................................ 6

Required Financing ................................................................................................................................................................................ 6

How Funds will be Used ........................................................................................................................................................................ 7

Organizational Workflow Chart ............................................................................................................................................................. 8

Committee(s) ............................................................................................................................................................................................ 8

Communication ...................................................................................................................................................................................... 9

Public Relations ..................................................................................................................................................................................... 9

PA & Sponsorship.................................................................................................................................................................................. 9

Finance & FD ......................................................................................................................................................................................... 9

Community Service ............................................................................................................................................................................. 10

Logistics & Itinerary ............................................................................................................................................................................ 10

Education & Scholarship ..................................................................................................................................................................... 10

Historian & Webmaster ....................................................................................................................................................................... 10

Officers and Biographies ....................................................................................................................................................................... 11

President............................................................................................................................................................................................... 11

Senior Vice President ........................................................................................................................................................................... 11

Director of Communication ................................................................................................................................................................. 12

Chancellor ............................................................................................................................................................................................ 12

Historian............................................................................................................................................................................................... 13

Head of Logistics ................................................................................................................................................................................. 13

VP of Professional Activities ............................................................................................................................................................... 14

VP of Public Relations ......................................................................................................................................................................... 14

VP of Community Service ................................................................................................................................................................... 15

VP of Social Development ................................................................................................................................................................... 15

VP of Financial Development .............................................................................................................................................................. 16

VP of Finance ...................................................................................................................................................................................... 16

VP of Corporate Sponsorship .............................................................................................................................................................. 17

VP of Scholarship & Awards ............................................................................................................................................................... 17


Webmaster ........................................................................................................................................................................................... 18

Awards .................................................................................................................................................................................................... 18

Brother-of-the-Week ............................................................................................................................................................................ 18

Incentive Plans ....................................................................................................................................................................................... 19

Marketing Plan ...................................................................................................................................................................................... 20

S.W.O.T Analysis ................................................................................................................................................................................ 20

Strengths .............................................................................................................................................................................................. 20

Weaknesses .......................................................................................................................................................................................... 20

Opportunities ....................................................................................................................................................................................... 20

Threats ................................................................................................................................................................................................. 20

Landscape of the Market ...................................................................................................................................................................... 21

Potential Partnerships ........................................................................................................................................................................... 21

Confirmed Services and Events ........................................................................................................................................................... 21

Hosted Events ......................................................................................................................................................................................... 22

Door Dash, Start-Up Culture Seminar ................................................................................................................................................. 22

Professionalism on the Outside ............................................................................................................................................................ 22

Anti-Litter Campaign ........................................................................................................................................................................... 23

Second Harvest Foodbank ................................................................................................................................................................... 23

Feed The Hungry ................................................................................................................................................................................. 24

Teddy Fundraiser, Family Supportive Housing ................................................................................................................................... 24

Fundraisers ............................................................................................................................................................................................... 25

Bowl-a-Thon ........................................................................................................................................................................................ 25

Breakfast Club ..................................................................................................................................................................................... 25

Financial Plan ......................................................................................................................................................................................... 26

Quality Report ........................................................................................................................................................................................ 30

Officer Evaluation Example ................................................................................................................................................................. 30

Evaluation Statistics ............................................................................................................................................................................. 32


‘I.N.F.I.N.I.T.E.’

Our pledge class name is “I.N.F.I.N.I.T.E.”. The reason we chose this name is because of our everlasting

brotherhood and potential. We offer an infinite amount of ideas and knowledge with our different

perspectives, offering innovative ideas and solutions. We have infinite amount of potential to become

future successful leaders. Creating an everlasting brotherhood and always having ambition to learn

more.

Executive Summary

Our Vision

“To be the preeminent organization in upholding professionalism, brotherhood, and giving back to the

community; while advancing leadership and teamwork with diversity in mind”.

Our Mission Statement

“To produce leaders that are able to realize their full potential through practice and mentorship. To be able

to give back to the community through voluntary service, workshop, and communication that encourages

networking and the promotion of ambition in young adults. To guide their moral compasses into the right

direction towards the three pillars of our organization: professionalism, brotherhood, and service”.

Description of Our Organization

As a diverse pledge class, we offer many leaders with values focused on professionalism, brotherhood, and

service. We aim to give back to students and the community with our experience through this program. We

learn every aspect of business to succeed in all types of business cultures.

Purpose

As the 88

th pledge class, I.N.F.I.N.I.T.E., the purpose is to show the significance and success of teamwork

and brotherhood within a diverse group with a variety of different management styles and ideas.


Social Media Outlets By : Mr. Brandon Madera (VP of Public Relations)

Blogger

http://dsp88thpledgeclass.blogspot.com/

Blogger is used for showcasing what we do together as an organization. It is managed by our

webmaster, Ms. Alicia Dang, and features member profiles and daily business articles for students. It

shows the fun side of our organization as well!

Facebook

https://www.facebook.com/InfinitePledgeClassofDeltaSigmaPi

Our Facebook page consists of daily business articles, such as the

Blogger page. We advertise our events through this page mainly, sharing with our friends on the

newsfeed.

Instagram

User: Dspinfinite88

Instagram is used for our pictures of events and brotherhoods. It is mainly used for photos and

short video clips.

Twitter

https://twitter.com/dspinfinite88

Our twitter is used for important announcements regarding our organization, members, and

upcoming events!

Snapchat @dspinfinite88

Snapchat is used for marketing our events as well with a more casual environment. Since it

mainly focuses on posting on “my story”, it shows what’s going on at the exact time of the posting.

Partnerships on Campus (SJSU)

Society of Human Resources Management (SHRM)

o SHRM is a national club that is well known for their focus on

Human Resources Management. They host many events such

as company tours and resume workshops to help students

advance their careers. They support us by advertising our

flyers and also inviting us to their large-scale events.

Alpha Kappa Psi (National Professional Co-ed Fraternity)

o Alpha Kappa Psi is a national co-ed professional fraternity.

They are open to all majors rather than specifically Business.

http://dsp88thpledgeclass.blogspot.com/

https://www.facebook.com/InfinitePledgeClassofDeltaSigmaPi

https://twitter.com/dspinfinite88


They host workshops and events and also show support by

attending events and advertising them.

Beta Alpha Psi (National Professional Accounting & Business Fraternity)

o Beta Alpha Psi is a fraternity that focuses on

Accounting majors. They are a large fraternity

that has a year long pledging process. Due to

this long pledging process, they have extended

their offer in assisting us with any events.

Marketing Association (MA)

o The Marketing Association is a popular club

on campus, along with SHRM. They focus on

marketing majors and other business students as

well. They offer similar services as SHRM such

as career fairs, mock interviews, resume

workshops, etc. They show support by constantly

promoting our flyers and events to members and students.

Potential Customers and Market

Throughout our pledging process, our target market would be primarily be:

Students (SJSU) • Start-ups

Growing firms • Small Businesses and Shops

Our current potential partnerships currently include:

San Jose State University Students

Door Dash

Starbucks

Family Supportive Housing

Required Financing

We plan to receive revenue and funds through fundraising activities and volunteering on and off campus.

This includes:

‘Teddy’ Fundraiser

o Every week or two, members dress up as an adorable teddy bear costume (Rilakuma)

around campus. We may promote community service donations for a good cause for our

sponsored organizations (Family Supportive Housing).

Tabling Events

o We run weekly tabling events that range from home baked goods to raffle tickets for

concerts and large prizes. Tickets are an estimate of $1-2 depending on the prize with a

goal of ~$300 weekly.

Includes :

Spam Musubi

Green Waffles and Vietnamese Coffee

Grocery Outlet

Improv. Comedy Club

Safeway

Krispy Kreme Donuts

T-Pumps Milk Tea


Corporate Sponsorship Techniques

o Flyers and advertising of brands through our levels/tier of marketing strategies. We will

advertise certain businesses depending on what tier they choose.

o Receiving sponsorship and raffle items from partnerships.

Water Sales

o Selling water bottles for revenue during hot weather. We put the water bottles into

coolers so that they are cold when served. We then sell them for 1$ a bottle.

Restaurant/Business Fundraising Sponsorship

o T-Pumps

o 4th

Street Pizza

o Hom’s Korean Kitchen

Bowl-a-thon (4th

Street bowling)

o Pie-a-pledge

o Raffles (see below)

o Bowling Lanes and Food provided

Raffle Tickets

o Prizes include Hover Board, Gift cards (Starbucks, Nordstrom, etc.), and Michael Khor’s

Crossover Bag [exclusively at Bowl-A-thon]

o Prizes during Professional Make-Up workshop include American Crewe hair styling

product, Naked Palette, and etc.. [exclusively at the Professionalism On the Outside

Workshop]

And also, the privilege of volunteering at:

SAP Center

o Volunteering at the SAP Center for certain games, promoting outstanding customer

service and communication skills.

How Funds will be Used

We will use the funds for:

Food for Professional Workshops and Events

Supplies (pens, flyers, study materials)

Raffle prizes (concert tickets, cash prizes, hover

board)

Dues ($136 a person)

Pledge Class T-Shirts

Workshops and future events with

sponsorships

Awards for sponsorships

Awards for brothers weekly and

end of semester

Community Service Organization

Donations


Organizational Workflow Chart

Committee(s)

Each Committee consists of at least 1 Head Chair. The Head Chairs of the committees are highlighted in

orange. Some committees consist of two chairs, where they work closely together to reach similar goals.

Committees are used to focus on the plan-heavy operations of our pledge class management program. Certain

officers are put into specific committees due to their relation or experience with that field. The President and

Senior Vice President participate in all eight committees to help delegate and spectate. The Director of

Communication also spectates and assists as well.

Communication

o DOC

o VPSD

o HOL

o Webmaster

o VPPR

Public Relations

o VPPR

o DOC

o VPPA

o VPSC

o Webmaster

o VPFD

PA & Sponsorship

o VPPA

o VPCSpons

o VPPR

o DOC

o VPCS

Community Service

o VPCS

o VPPR

o DOC

o VPF

o VPSD

FD & Finance

o VPF

o VPFD

o HOL

o DOC

o Webmaster

Historian &

Webmaster

o Historian

o Webmaster

o DOC

o VPSA

o VPPR

o VPSD

Logistics and

itinerary

o HOL

o DOC

o VPPA

o VPCS

o VPFD

o VPF

Education &

Scholarship

o VPSA

o Chancellor

o DOC

o Historian

o Webmaster

SVP

President


The Communication Committee is focused on the brotherhood and methods of

communication between the officers of our pledge class. Finding ways of organizing and

executing plans in a more efficient manner is one of the primary goals. Planning social

events with brothers of the Theta Chi chapter and other chapters is another main focus.

Public Relations committee is focused on the marketing aspect of our organization.

Promoting our internal and external image is the primary focus. Our internal image is

within the fraternity, and external is outside of the organization. They promote our future

events and provide relatable business articles to those who follow our social media pages

to educate the community. Also working with other business organizations on campus to

organize events and fundraisers is one of the best results of public relations.

Professional Activities and Sponsorship is focused on the professionalism of our pledge

class and organization. Maintaining a professional image is one of our three core

pillars. Also, corporate sponsorships work well with public relations. Assisting other

companies and businesses with advertisement and marketing is one benefit we can

provide to outside companies. Practicing our pitching skills and confidence is a

valuable result of this committee.

The Finance and Financial Development committee helps raise money for our pledge

class as well as organize the budget sheet and incoming revenue for any event, including

community service. Organizing weekly tabling schedules and hosting large-scale events is

the primary concern of this committee.

Communication

DOC

VPSD

Webmaster

HOL

VPPR

Public Relations

VPPR

DOC

VPPA

VPCS

Webmaster

VPFD

PA & Sponsorship

VPPA VPCSPONS

VPCS

VPPR

DOC

Finance & FD

VPF VPFD

Webmaster

HOL

DOC

Webmaster


Community Service is one of our three pillars and values. Giving back to the

community is a part of our mission and vision. This committee focuses on hosting

community service events and tabling. Finding any opportunity to give back to

those in need is their duty.

Logistics and Itinerary creates task sheets and inventory for every event that is planned

by other officers. Having a set format and step-by-step process for planning and

executing events is significant to many officer’s positions to prevent confusion. This

committee focuses on managing these sheets and the preparation for events.

The Education and Scholarship committee focuses on the academics and education

of our organization. Finding scholarships, awarding those who should be

recognized, and maintaining good grades is the responsibility of this committee.

Without award and scholarships, we would not be recognized for our hard work and

would not be able to focus on our studies outside and inside of this organization.

Historian and Webmaster committee focuses on the quality management of the

organization’s websites and pictures. Some weekly tasks include having a set amount

of pictures and videos taken, while managing our website to attract guests. Any art or

quality images and details would go through this committee. Some completed work

includes our class banner and our blogger page.

Community Service

VPCS

VPPR

DOC

VPF

VPSD

Logistics & Itinerary

HOL

DOC

VPCS

VPF

VPFD

VPPA

Education & Scholarship

VPSA

Chancellor

DOC

Historian

Webmaster

Historian & Webmaster

Webmaster

Historian

DOC

VPF

VPPR

VPSD


Officers and Biographies

I hope to learn leadership and time management skills through this program. I believe that I can further advance

my career with more experience. My past experiences include Starbucks, San Jose State University student

assistant, and Enterprise Rent-A-Car. I seek to gain a brotherhood experience and want to turn my weaknesses

into strengths. My personal goal is to be comfortable with the uncomfortable and to give back with my caring

personality, always putting others before myself.

• Manage team of 15 officers • Create overall task sheet to

manage requirements and

spreadsheets

• Distribute weekly review for

summary of activities and

accomplishments

• Have knowledge of all positions

duties and responsibilities

• Assist officers with any tasks,

planning, or issues

• Conduct officer and committee

evaluations for quality

performance check

My previous work experiences consist of being a car details specialist and a sales representative for the same

organization. This proves and challenges my micromanaging skills as the Senior Vice President of the 88th

pledge class. I am also active in the community with the Hope Welfare Foundation. With all my strengths, I

admit my weaknesses. This includes public speaking and time management. I want to further my skills in these

two fields and hope to convert my weaknesses into my strengths by the end of this program.

• Manage requirements tab and

PCMP points on track sheet

• Manage and supervise

committees

• Assist President with any

management or delegated tasks

• Create organizational chart for

organization

• Create GANNT Chart for future

calendar and timeline

• Assist other officers with tasks

and events

President

Deric Li

(415) 730-9503

Major : Human Resources

Email : [email protected]

LinkedIn : www.linkedin.com/in/dericli

Senior Vice President

Aakash Saparia

(951) 452-1721

Major : Finance


LinkedIn : www.linkedin.com/pub/aakash-saparia/107/3aa/a58

mailto:[email protected]


Being an eagle scout has been a significant part of my life. I was a manager and helped manage financial

operations as well during my boys scout years. I learned how to delegate and take charge of meetings. This

helps me communicate, which is one of my strengths, in a professional manner. I am very organized and am

able to handle stressful situations.

• Send Weekly Digest to officers • Maintain communication within

officer to officer

• Manage communication methods

for pledge class

• Announce events to brothers • Manage internal public relations

for future events

• Conduct communication

workshops to improve

transparency and accountability

As a previous barista at Craftea and crewmember at Chipotle, I was able to exceed expectations with my

customer service. I was also the head leader of my dance team, where I took charge and helped keep morale up

within a group. I’m very detail oriented, emotionally intelligent, and sympathetic towards others. As chancellor,

I hope to be able to learn how to run a business meeting in a serious environment.

• Run weekly pledge meetings

using Robert’s Rules of Order

• Manage and format power point

presentations to active brothers

Educate class of proper RRO’s

• Create activities to reinforce

knowledge of RRO

• Maintain professionalism of

officers during pledge meeting

Director of Communication

Vincent Dinh

(408) 910-2479

Major : Marketing


LinkedIn : www.linkedin.com/in/vindinh

Chancellor

Samantha Yee

Major : Accounting

(415) 990-9477


LinkedIn : www.linkedin.com/pub/samantha-yee/106/302/445


http://www.linkedin.com/in/



I worked at Pizza Hut as a shift leader over the summer, where I developed and delegated tasks for a team to

work better as a whole. I am now currently a quality manager assistant at a machine shop. I also volunteer

actively with Key Club. With all this experience, I have a weakness of speaking in front of large crowds. But

with my team, we will learn together through practice and brotherhood.

• Create scrapbook for individual

officers

• Create mid and end of semester

video of pledging process

• Take pictures and videos

throughout every process and

event

• Expand knowledge of history of

the organization

• Manage quality and visual

displays of our organization

(banner and display case)

Through this program, I want to gain lifelong friends and to be able to call my team members my family. I want

to improve my public speaking skills through practice and feedback. I was a front line manager at Lassens and

also a sales associate at Bodyfactory. I currently work at Google Express as an Operations analyst. With my

caring personality, I will help my team as much as possible with my work experience.

• Manage inventory sheets for

events

• Manage tasks sheet and logistics

of events

• Acquire inventory through

committee members for events

• Prepare contingency plans for all

events

• Create car pool logistics sheet for

event preparation

• Promote committee usage and

unity

Historian

Rosina Htoy

Major : Accounting

(510) 388-3691


LinkedIn : ww.linkedin.com/pub/rosina-htoy/7b/356/30

Head of Logistics

Christian Martinez-Ventura

Major : Economics

(323) 275-7499


LinkedIn : www.linkedin.com/in/christianventura




As a previous office manager and teachers assistant, I have developed organizational skills but wish to develop

my communication skills further. I enjoy dancing and am a part of the customer support specialist team for my

dance studio. I am a patient, detail-oriented individual who aims to build more confidence to prepare for the

world of business. I always seek more knowledge if available to ensure my results are high quality.

• Maintain class’s professional

image and dress code

• Improve professionalism and

advance career of officers

• Host professional events to

educate students and community

on business topics

• Work with guest speakers and

other companies to host

professional events

• Assist with hosting Career Fair

for San Jose State University

Originally the VP of Community Service, I always aim to exceed expectations and to go above and beyond. As

VP of Public Relations, I’ve contacted organizations and created several social media outlets to manage daily.

My experience as a waiter in two restaurants has taught me how to work with several different people while

maintaining a professional image. I aim to expand my network and to be part of a brotherhood.

• Market events to community and

target market

• Contact and maintain positive

relationships with other business

organizations

• Work with other chapters to

support fraternity events

• Manage social media outlets to

improve external image

• Maintain internal public relations

with brothers

• Create flyers for future events

VP of Professional Activities

Elizabeth Medina-Alvarez

Major : Marketing Minor : Dance

(408) 836-0375


LinkedIn : www.linkedin.com/in/elizabethmedinaalvarezz

VP of Public Relations

Brandon Madera

Major : Marketing

(925) 640-6738


LinkedIn : www.linkedin.com/pub/brandon-a-madera/a4/a99/924




Customer service is one of my passions. I have worked in customer service and food services for more than

three years in many different environments. I always loved giving back to the community what I have learned

with my caring nature. I see myself growing as a professional throughout this program with my diverse pledge

class. I hope to be able to work with all kinds of organizations to create a safer and cleaner environment.

• Host community service projects

assisting other organizations

• Fundraise goal of $500+ for

organizations in need

• Receive sponsorships from other

companies and organizations,

promoting external public relations

image

My previous experiences include teaching children, being a cashier at Sears, and being a productions

assistant. I enjoy one on one connections with my peers, which helps me maintain brotherhood within an

organization. I aim to be more involved on campus to become a leader while learning aspects of

professionalism. Although my communication skills are effective with one individual, I aim to gain more

communication skills In front of a larger group.

• Improve brotherhood within the

pledge class

• Host and plan social activities

outside and inside of campus to

promote brotherhood

• Work with other chapters in Bay

Area for large-scale events

• Maintain morale of class

positively through activities and

events

VP of Community Service

Stephanie ‘Kimmie’ Nguyen

Major : Hospitality Minor : Business

(408) 643-9384


LinkedIn : www.linkedin.com/pub/stephanie-nguyen/9b/557/295

VP of Social Development

Dylan Ingalsbe

Major : Human Resources

(650) 296-7960


LinkedIn : www.linkedin.com/pub/dylan-ingalsbe/b7/10/412




As the VP of Financial Development, I hope to learn more about fundraising opportunities and how to properly

manage an event. I am currently a salesman for dresses in Nordstrom. My strengths include my patience,

customer service, and outgoing personality. I hope to challenge myself through this program, to become a

stronger and more confident person by the end of this semester.

• Host fundraisers and large-scale

fundraisers (Bowl-A-Thon)

• Create spreadsheets for schedules

and tabling

• Work with VP Finance to track

revenue and expenses of weekly

tabling

• Use innovative ideas to sell

unique foods that attract target

market

As the VP of Finance, I hope to expand my knowledge of accounting and excel functions. I joined this

organization to gain lifelong friendships, communication skills, and to develop as a professional so that I can

give back to the future generations. I am an eagle scout for the Boy Scouts of America. My top strengths

include my self-motivation, organization, and flexible personality.

• Manage revenue and expenses of

budget sheet

• Perform internal analysis of

actuals and variance

• Manage budget of expenses for

events

• Conduct break-even analysis • Form a public budget spread

sheet for organization and tracking

VP of Financial Development

Leanne Rios

Major : Corporate Accounting & Finance

(408) 332-3190


LinkedIn : www.linkedin.com/in/leannerios

VP of Finance

Nam Vu

Major : Finance

(408) 446-7046


LinkedIn : www.linkedin.com/in/namqvu




As the VP of Corporate Sponsorship, I focus on being able to reach out to other companies and organizations

for potential sponsorships. I previously worked as an assistant manager at the Arco gas station. I can speak

Hindi and Telugu. I hope to expand my network, improve my professionalism, be more proficient in working in

stressful situations, and to increase my time management skills even further through this program. I am

currently in the honors society of Phi Kappa Phi and the Gary J. Sbona marketing honors program as well.

• Maintain relations with

companies and businesses for

sponsorships

• Create sponsorship package with

levels of partnerships with our

organization

• Reach goal of $600 for Corporate

Sponsorship

• Receive donations and

accessories to advertise and

market companies

• Contact organizations

professionally to maintain

partnerships

I worked at a grocery store previously, advancing in sales and working with many different types of customers.

My main goal for my class was to help our class learn the balance of academics and Delta Sigma Pi history. I

aim to improve my ability to excel in individual conversations, public speaking to large groups, and my

leadership skills. I hope to grow tougher skin and to learn how to stand firm on my stance on subjects through

this process. I want to give back to the table by having 100% attendance to every event and hosting technical

workshops to teach others.

• Manage the academics of pledge

class properly

• Assist with learning chapter and

fraternity information through

quizzes and activities

• Create graphs and charts of

scores to assist those in need

• Post and advertise scholarship

opportunities to officers

• Assist with advancing career and

academic opportunities for class

VP of Corporate Sponsorship

Ujwal Battar

Major : Marketing Minor : Economics & Psychology

(408) 307-8244


LinkedIn : www.linkedin.com/pub/ujwal-battar/85/744/952

VP of Scholarship & Awards

Andrew Love III

Major : MIS Minor : Economics

(209) 352-2804


LinkedIn : www.linkedin.com/in/andrewloveiii


In my past experiences, I worked at Starbucks as a Barista and at 85 Degree Bakery. However, I am very artistic

on my free time. I enjoy making costumes and know how to operate and manage websites. I hope to improve

my confidence and public speaking skills through this pledging program.

• Manage blogger page and

website with updated articles and

information

• Posts daily business articles

relating to students

• Manage officer biographies

• Assist with any quality

management projects

Awards

Brother-of-the-Week is a weekly award given to an officer for their improvement, achievements, and

brotherhood. It is voted upon the pledge class based off of who stood out the most in their efforts and

successes for the week.

o Week 2: Deric Li

Recognized for his assistance with every officer. Exceeding expectations by creating the

master track sheet and managing the Facebook Group page. Always assisting others

through teaching new programs and strategies and by helping with officer tasks and

management.

o Week 3: Elizabeth Medina-Alvarez

Hosting the first successful professional event single-handedly within the 2-week time

limit. Staying optimistic and always keeping a smile on every persons face. Working

ahead of time and planning events way before the due date, showing how tasks should be

executed.

o Week 4: Alicia Dang, Dylan Ingalsbe

Ms. Dang and Mr. Ingalsbe were tied as brother-of-the-week this week. They both

improved tremendously and began taking initiative in their positions. Ms. Dang used her

talents in design to create the pledge class banner. With her guidance, we created the

‘INFINITE Class Banner’ successfully. Mr. Ingalsbe became the VP of Social

Development and shows his inspirational trait of never giving up. He takes this position

with the most enthusiasm and always finds a way for the class to get together.

o Week 5: Brandon Madera

Being the innovative mind of the VP of Community Service (thinking of the Teddy

Event), switched over to the VP of Public Relations last minute. However, was still able

to complete Week 1 ~ Week 4 tasks in a short time period, picking up the slack due to the

absence of the previous VP of Public Relations.

Webmaster

Alicia Dang

Major : Accounting

(408) 890-0369


LinkedIn : www.linkedin.com/pub/alicia-dang/107/409/64


o Week 6: Leanne Rios

Recognized for the ability to constantly fundraise and host events (Bowl-A-Thon,

Breakfast Club) in a position that usually requires two people. Helping the pledge class

create revenue to break-even our expenses and attract guests with interesting prizes and

activities.

o Week 7: Vincent Dinh

As the Director of Communication, he exceeded the expectations of the role of this

position since week 1. His knowledge of finance and the Square application was very

helpful for the pledge class’s revenue and expense management. His skills with

Photoshop has also helped positions outside of his area with emblems and banners.

o Week 8: Samantha Yee

As the Chancellor, they focus on running the pledge meetings and editing our officer

reports. She was able to gather our attention to have the most productive meetings as

possible. She has always been on time with her tasks and shows great patience.

Incentive Plans

Despite diversity, we aim to improve brotherhood and teamwork within our class through trust and

transparency.

Check up on each other in person, through email, and text and constantly post on announcements

page the significance of transparency and teamwork.

Bond through social events and experiences over time, assisting each other during times of need.

Express the importance of not taking things personally, that there is always a business side of

things.

Compile a list of weekly CO tasks to help each other keep track of each assignment.

Complete 2-3 officer evaluations minimum per officer throughout the pledging process to

discuss action plans and goals.

Through activities and workshops, learn communication skills needed to run an organization.

To further improve our professionalism and utilize career opportunities.

Assist each other to have the perfect resume and cover letter through practice, workshops, and

peer corrections.

To learn communication skills and public speaking through practice during pledge and chapter

meetings and tabling events.

Network with companies and organizations to practice commercial and business ethics.

Gain a large network of people who may assist you and support you no matter what the situation.

Many alumni, active, and inactive brothers who will support throughout the process and also in

the long term.

Reach out to corporate representatives and sponsorships for future events.

To learn every aspect of business.

Learn how to fundraise and manage a budget sheet through our fundraising opportunities and

requirements.


Learn how to manage a group of different positions and people successfully and through difficult

situations.

Market and advertise events hosted by the organization to promote brand name and revenue.

Public relations skills to keep a great brand image and communicate professionally with other

organizations.

Learn how to organize a track sheet and a group, to keep track of requirements and update a

group.

Learn how to manage events and workshops, such as reserving rooms, attendance, and

contacting organizations.

To motivate a team of officers and to keep morale at the top.

Market with other companies and businesses to promote partnerships and sponsorships.

Further professionalism through workshops and advising sessions.

Marketing Plan

S.W.O.T Analysis

Strengths Diverse pledge class, offering a variety of innovative ideas

and strategies.

Large network of 15 pledges and ~50 active members, and

numerous alumni and in-actives in large corporations.

Able to market to students in school through social media,

advertising, flyers, and communication through speaking in

classrooms.

Ambitious students still seeking business opportunities, may

advertise job opportunities for other organizations.

Experience in other organizations through community

service and social skills.

Weaknesses Lack of experience in certain fields for few members

temporarily which may take additional time to finish tasks.

Lack of funds in pledge class currently.

Opportunities Growing businesses who target students as their audience.

New organizations on campus seeking partnerships.

Events such as career fairs and LinkedIn for job and

learning opportunities.

Threats Unforeseen conflicts and situations that may delay

deadlines.

Other organizations and professional fraternities.

Time management with school and work.

Weather (Tabling Events)


Landscape of the Market

Our potential customers include start-up companies, active service organizations, and students of San Jose State

University.

Our goal is to find an organization with similar values as our organization. We are all young ambitious adults,

which is what most companies are looking for in recent college graduates. Aiming for a company that

particularly aims for students and younger adults would be our primary target market.

We will offer our sponsorship packages, in which it gradually increases our levels of advertisement for the

proposed company or organization. This includes posting flyers, hosting workshops, or participating and

recruiting volunteers to assist in community service.

Potential Partnerships

o Door Dash

o Starbucks

o Safeway

o Improv. Comedy Club

o Grocery Outlet

o Family Supportive Housing

Confirmed Services and Events

o Door Dash Guest Speaker for Start Up Culture (PA)

9/6, 7pm – 8pm

Location : HB407

o Professionalism on the Outside (PA)

10/20, 7pm – 9pm

Location : HB407

o ‘Teddy’ Weekly Fundraiser, Family Supportive Housing (F)

10/12-10/29, 12pm – 3pm

Location : 7th

Street

o San Jose Anti-Litter Campaign (CS)

9/7, 7am – 9am

Location : BBC Courtyard

o Second Harvest Food Bank (CS)

10/9, 9am – 12pm

Location : Second Harvest Food Bank, San Jose

o Bowl-A-Thon (F)

10/25, 7pm – 11pm

Location : 4th

Street Bowling

o Feed the Hungry (CS)

11/5, 11am – 1pm

Location : Downtown San Jose

o Breakfast Club (F)

11/7, 10am – 11am

Location : BBC


Hosted Professional Events

Door Dash, Start-Up Culture Seminar

Start-up Culture, featuring a Ms. Kasey Ong, Operations Manager for Door Dash

By : Ms. Elizabeth Medina-Alvarez (VP of PA)

Date: 10/6

Time: 7:00PM – 9:00PM

Location: HB407

Type: Professional Event

Attendance: 31

Our Start-Up Culture Workshop focused on how

Door Dash begin and the history of their company.

Ms. Kasey Ong, the operations manager, presented

On what we should think about when starting a

Start-up and what issues they went through. She also

discussed how she ended up as the operations

manager at such a young age.

Professionalism on the Outside

Professional Make-up and Profiles by make-up artist, Ms. Emily Nguyen, and professional pictures for

LinkedIn.

By : Ms. Elizabeth Medina-Alvarez

Date: 10/20

Time: 7:00PM – 9:00PM

Location: HB407

Attendance: 35

This workshop focused on professionalism on the

outside. Workshops have always focused on the paper

work and resumes, but nobody has ever discussed

the use of make up. Both genders are involved.

Mark Zuckerberg used make up for his pictures

and our guest speaker, Ms. Emily Nguyen,

discusses her experience in such a fast paced

environment. We raffled off hair products and

make up as well.


Hosted Community Service Projects

Anti-Litter Campaign

By: Ms. Stephanie Nguyen and Mr. Brandon Madera (VPs of Community Service)

Date: 10/7

Time: 7:00AM – 9:00AM

Location: BBC Courtyard

Attendance: 17

The Anti-Litter campaign focuses on saving the environment

and having a better community. We gathered supplies from

San Jose City Hall, such as gloves and bags. Our primary

goal is to clean up around the school as much as we can.

Downtown areas are usually the dirtiest, and

we need to reserve and maintain the cleanliness of our

parks for the youth and future generations.

Second Harvest Foodbank

By: Ms. Stephanie Nguyen and Mr. Brandon Madera

Date: 10/9

Time: 8:00AM – 12:00PM

Location: 750 Curtner Avenue, San Jose, CA.

Attendance: 19

The Second Harvest Foodbank allowed us to come

and help prepare crates of cucumbers or the organization.

We helped communities and other organizations that help

those in need with food distribution. We worked with

other volunteers from Google.


Feed The Hungry

By: Ms. Stephanie Nguyen (VP of Community Service)

Date: 11/5

Time: 11:00AM – 1:00PM

Location: BBC Courtyard, Downtown San Jose

Attendance: 12

For this event, we prepared sandwiches through our

Sponsorship with Safeway (gift cards) and Grocery

Outlet (food). We aim to make up to 60-90 sandwiches

To hand out to homeless people and those in need around

campus.

Teddy Fundraiser, Family Supportive Housing

By: Ms. Stephanie Nguyen and Mr. Brandon Madera (VPs of Community Service)

Date : 10/12, 10/22, 10/29

Time : 12:00PM – 3:00PM

Location : 7th

Street, San Jose State University

Goal: $500

Actual Earned: $649.85

Our Teddy Fundraiser was weekly. We had one officer dress up in our teddy bear costume to dance and attract

students on campus at our school. We met our goal of 500$ through two events. We earned half the amount

online through donations (YouCare) and the other half in person. We fundraised for Family Supportive

Housing, the only shelter that accepts both parents for families and donates school supplies, food, and shelter

for those in need.


Fundraisers

Bowl-a-Thon

By: Ms. Leanne Rios (VP of Financial Development)

Date : 10/25

Time : 7:00PM – 11:00PM

Location : 4th

Street Bowling

Events :

o Raffle

o Pie-a-pledge

Total Revenue : $1429

Expenses : $892

4th

Street Bowling allowed us to reserve up to 6 lanes to bowl

with friends and family. We advertised to active brothers

mainly with our sponsorships for bowling, raffles, food,

and pie-a-pledge event. We raffled prizes such as a Michael Khors bag, hover board, and gift cards. It was also

a jungle theme, where all members of the pledge class dressed up as animals, explorers, and even fruits!

Breakfast Club

By: Ms. Leanne Rios (VP of Financial Development)

Date : 11/7

Time : 10:00AM – 11:00AM

Location : BBC203

Total Revenue : $138

Expenses : $72.56

The Breakfast Club is an event hosted during the Bay Area

Conference at San Jose State University. We are selling

breakfast items that aren’t messy. These include granola bars,

fruits, tea, coffee, bagels, and muffins. We aim to sell these

primarily to brothers of all chapters.


Financial Plan

Income statement

This shows the overall revenue and expenses during the pledging process.

INFINITE Pledge Class

Income Statement September 11, 2015 - November 6, 2015

Sales $6,441.29

COGS $1,181.66

Gross Profit $5,259.63

Operating Expense

Selling Expense $432.02

Administrative Expense

Dues Expense $2,040.00

Supplies Expense $542.75

Other

Charitable Donations $649.85

Total Operating Expenses $3,664.62

Net Income $1,595.01


Cash flow summary

The statements of cash flows below shows the sales and revenue made. This includes inventory purchases,

increase in profits, and revenues.

Statement of Cash Flows September 11, 2015-November 6, 2015

Cash Flow from Operating Activities

Inflows

Sales $4,126.76

Service revenue $1,288.95

Appropriations $1,025.58

Total Cash Inflows $6,441.29

Outflows

Inventory purchases -1181.66

Square expense 0

Total Cash Outflows -1181.66

Total Cash Flow from Operating Activities $5,259.63

Cash Flow from Investing Activities

Capital Expenditures -938.77

Total Cash Flow from Investing Activities -938.77

Cash Flow from Financing Activities

Dues -2040

Total Cash Flow from Financing Activities -2040

Other

Charitable Donations -649.85

Total Other -649.85

Net Increase in Cash $1,631.01

Cash Balance on September 11, 2015 $0.00

Cash Balance on November 8, 2015 $1,631.01


Balance sheet

Lists the assets, liabilities, and equity of the organization.

Infinite Pledge Class

Balance Sheet September 11, 2015-November 7, 2015

Assets

Current Assets

Cash $6,378.56

Supplies $375.73

Total Current Assets $6,754.29

Total Assets $6,754.29

Liabilities

Accounts Payable $5,171.04

Total Liabilities $5,171.04

Owner's Equity

Retained Earnings $1,583.25

Total Owner's Equity $1,583.25

Total Liabilities & Owner's Equity $6,754.29


Revenue projections and Breakeven Analysis

Our revenue projection is listed below, showing the weekly revenue from our fundraising attempts.

Our breakeven analysis shows the estimated time of when we predicted to break even from our expenses. The

dotted lines are the predicted, while the solid lines are actuals. We broke-even earlier than expected.

9/20 9/27 10/4 10/11 10/18 10/25 11/1 11/8

Projected

Revenue

0.00 400.00 620.00 1590.00 2260.00 3070.00 3790.00 4330.00

Projected

Expenses

2458.00 2700.00 2772.00 3029.00 3192.00 3440.00 3563.00 3697.00

Actual

Revenue

375.73 785.73 1022.73 1481.73 2501.77 4893.02 5352.03 6754.29

Actual

Expenses

2305.91 2531.39 3006.72 3350.26 3360.26 4279.51 4346.43 5171.04


Quality Report

Officer Evaluation Example

Officer evaluations were conducted by the President and Senior Vice President to each officer a minimum of 3

times each throughout the pledging process. These were used to check up on how they were doing with their

position. The focus of who to evaluate would change depending on who has event-planning heavy events,

difficulty, or an increased workload at that period of time. On the side of the evaluation, there is a ‘Topics to

Discuss’ and ‘President’s Task’ section. This helps remind what we should talk about and what is of high

importance during the evaluation. The President’s Task consists of tasks that the President or Senior Vice

President should do to help the officer.

Discussion

• Breakfast Club Logistics, food,

quantity, time

• Pizza Night

• Work with VPPR to get a head count

• Strategic Plan and Flyer ready

• Revenue and Expenses check

Criteria and fields on the form include the following:

Upcoming Events: This field is for upcoming events that the officer is responsible for. This will help

them prepare for the upcoming events so that they can plan ahead of time.

Personal Goals: These are goals that the officer may have for themselves and the pledge class

throughout the whole process. This can include skills such as improving pitching skills, public speaking,

and working with a team. Solutions are given through other events available so that they can somehow

approach their tasks differently to also better themselves.

Present Tasks: Present Tasks consists of tasks that they should do as soon as possible for the topics

discussed.

Future Tasks: Future Tasks consists of tasks for the future (usually after 7 days) for upcoming events

or officers.

CO Tasks: CO Tasks help keep track of what their corresponding officer assigned, to help them keep on

track.

Comments: These could include what information is important regarding the topics discussed or action

tasks.

Below, is an example of the VP of Financial Developments Officer Evaluation:


Name VP of Financial Development Date 10/27/2015

x In person Upcoming Events

Email / Online Breakfast Club 7-Nov

Phone / Text Pizza Night 6-Nov

Past Evaluation Tasks Due Complete

• Organize tabling schedule a week before for a bigger picture

• Check revenue and expenses weekly and daily and report to class x

• Delegate committee shifts and tasks for fundraisers

• Create poster for organization to hold during tabling (white board instead) x

• Create menu of prices for food x

• Confirmed idea for final fundraiser x

Personal Goals Steps for Achievement

• Improve Time Management Skills

• Get out of comfort zone of public speaking and etc.

Action Tasks Solutions Due

Present

• Food Requirements Finalized, Prepare a quantity

• Muffins, Bagels (cut in half),

Vietnamese Coffee, Tea, Eggs (in a

warmer), Tater Tot, Bacon, Granola

Bars, Fruits, Cream Cheese, Cereal

Bars, Rice Krispie Treats

5-Nov

• Estimate headcount for the event to prepare • Work with VPPR

• Find time for event ASAP • Located in BBC Conference

• Make a strategic plan and flyer • Work with VPPR and HOL

• Itemize the items 29-Oct

Action Tasks Solutions Due

Future

• Find a way to set price for foods/bundles • Find market analysis and popularity

• Delegate tasks for who to get what and where to make the items 5-Nov

CO Tasks

Comments

• 125 people estimate? 90 confirmed.

• Contingency plan if run out of food with HOL.


Evaluation Statistics

Through the officer evaluations above, a statistics sheet was made to measure accountability and quantity of

tasks given to each officer. It measures the tardiness of action tasks completed and completion of tasks given.

These statistics only measure tasks given through officer evaluations. An example below:

Director of Communication - Mr. Vincent Dinh

Date Tasks

Given

Tasks

Completed

Final

Due

Date

Presidents

Tasks

Presidents

Tasks

Completed

SVP

Tasks

Given

SVP Tasks

Completed

Officers

Late Tasks

Presidents

Late Tasks

SVP

Late

Tasks

21-

Sep 5 5

23-

Sep 3 3 0 0 0 0 0

28-

Sep 4 4 1-Oct 1 1 0 0 0 0 0

27-

Oct 7 6

30-

Oct 2 1 2 2 0 0 0

Totals

16 15 6 5 2 2 0 0 0

AVG : 94% 83% 100% 0 0 0

This spreadsheet shows a percentage of completion for each officer. Usually, the percentage may be low

because of the ratio of tasks (not enough tasks given). It also shows the rate of completion for the President and

SVP for that officer’s evaluations. On the bottom in the red box, is the overall tasks given for the whole class.

Officer AVG

Tasks

Presidents

Task

SVP

Tasks

Officer

Late

Tasks

Presidents

Late Tasks

SVP

Late

Tasks

Overall

Tasks Given

Overall

Tasks

Completed

DOC 94% 83% 100% 0 0 0 16 15

HOL 93% 100% 100% 2 1 0 15 14

C 100% 100% 100% 0 0 0 13 13

W 86% 100% 100% 2 1 0 14 12

H 87% 100% 100% 2 0 0 15 13

VPF 100% 100% 100% 0 0 0 17 17

SVP 93% 100% 0 2 0 1 38 36

VPFD 95% 86% 100% 2 0 1 19 18

VPPA 93% 100% 100% 0 0 0 15 14

VPSA 89% 100% 75% 2 0 1 19 17

VPCS 100% 100% 100% 0 0 0 13 13

VPCSpo

n 94% 75% 100% 1 0 1 16 15

VPPR 81% 100% 100% 1 1 1 16 13

VPSD 94% 100% 100% 1 1 0 17 16

P 96% 4 5 55 53

Class

SUM : 243 226

93%


This bar graph shows the overall quantity and tasks completed for each officer position. It shows who is given

more tasks than others and each officer’s rate of completion. The SVP is given more tasks because he assists the

President with assisting every officer.

The President and Senior Vice President both assist every officer position through these evaluations and

informally. This is why they have a significant amount of tasks compared to others. These two charts show how

many tasks the President assigns to themselves and the SVP every 7 days.

Later in the process, tasks are split more evenly to prevent spreading themselves too thin. Committees were also

managed and finalized, which results in a drop after a certain date in evaluations and President and SVP Tasks.

DOC HOL C W H VPF SVP VPFD VPPA VPSA VPCSVPCSpo

nVPPR VPSD

Given 16 15 13 14 15 17 38 19 15 19 13 16 16 17

Completed 15 14 13 12 13 17 36 18 14 17 13 15 13 16

Late 0 2 0 2 2 0 2 2 0 2 0 1 1 1

0

5

10

15

20

25

30

35

40

Quantity of Work

Given Completed Late


0

2

4

6

8

10

12

14

16

23-Sep 28-Sep 3-Oct 8-Oct 13-Oct 18-Oct 23-Oct 28-Oct 2-Nov 7-Nov 12-Nov

President - Mr. Deric Li, Overall Tasks

Tasks Given Tasks Completed

0

2

4

6

8

10

12

23-Sep 28-Sep 3-Oct 8-Oct 13-Oct 18-Oct 23-Oct 28-Oct 2-Nov 7-Nov 12-Nov

SVP - Mr. Aakash Saparia, Overall Tasks

Tasks Given Tasks Completed

Business Portolio for 88th Pledge Class

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Transcript of Business Portolio for 88th Pledge Class