Chapter Management Handbook · C H A P T E R M A N A G E M E N T H A N D B O O K (2006 - 2007 PBL...

C H A P T E R M A N A G E M E N T H A N D B O O K (2006 - 2007 PBL Version)

Chapter Management Handbook PBL Important Dates, 2006–2007

Note: All submission deadlines are receipt dates unless otherwise indicated.

September 6 Tomorrow’s Business Leader — Fall issue copy deadline

September 13 PBL Business Leader — Fall Issue copy deadline

September 19 FBLA Advisers’ Hotline — Fall issue copy deadline

September 27 FBLA-ML Adviser’s Hotline — Fall issue copy deadline

SeptemberSuggestedActivities:

■ Plan a Local Officer Training Meeting and Program of Work Planning Session

■ Plan a financial services forum for a chapter outing

■ Plan a big event/meeting with food and a guest speaker to kick off the new year

■ Plan a membership recruitment outing like a picnic or pool party

October 7 NFLC—Denver, CO: Early bird registration postmark deadline

NFLC—East Brunswick, NJ: Early bird registration postmark deadline

NFLC—Jacksonville, FL: Early bird registration postmark deadline

NFLC—Milwaukee, WI: Early bird registration postmark deadline

October 20 Membership deadline for fall publications and chapter/state membership awards at NFLCs

OctoberSuggestedActivities:

■ Plan a week-long recruitment drive

■ Sponsor a community service project

■ Conduct an officer and new member installation/induction ceremony

■ Plan a fundraiser such as a bake sale

■ Sponsor a “Halloween Howl” costume social with food and prizes

■ Decorate pumpkins for a hospital

■ Plan a Tailgate party at one of the football games

November 1 The Professional Edge — Winter copy deadline

November 3-4 NFLC—Denver, CO

November 10-11 NFLC—Jacksonville, FL and East Brunswick, NJ

November 11 NFLC — Jacksonville, FL — FBLA-ML Track

November 15 American Enterprise Day

November 17-18 NFLC—Milwaukee, WI


P B L I M P O R T A N T D A T E S 2 0 0 6 – 2007

November 17 Tomorrow’s Business Leader — Winter issue copy deadline

November 30- ACTE Convention — Atlanta, GA December 2

NovemberSuggestedActivities:

■ Plan a project to promote American Enterprise Day

■ Participate in the Knowledge Matters Business Challenge Simulation

■ Attend one of the National Fall Leadership Conferences

■ Tour a business

■ Sponsor a Career Fair

■ Plan a social activity for all members who have paid dues

December 1 PBL Business Leader — Winter issue copy deadline

December 5 FBLA Advisers’ Hotline — Winter issue copy deadline

December 10 FBLA-ML Adviser’s Hotline — Winter issue copy deadline

December 15 Dues deadline to receive winter publications

DecemberSuggestedActivities:

■ Create holiday cards for a local nursing home or hospital

■ Plan a holiday party for chapter members

■ Sponsor a canned food drive for the community

■ Plan an interview skills workshop for members at a chapter meeting

January 15 MOD Mission LIFT Grant: Application postmark deadline

January 31 Economics for Leaders: Application deadline

JanuarySuggestedActivities:

■ Plan a second semester recruitment drive

■ Hold a mid-year planning session with officers

■ Have students take a free Brainbench exam

February 1-28 National Career and Technical Education Month

February 11 – 17 FBLA-PBL Week

February 14 FBLA-PBL Adviser Appreciation Day

February 15 FBLA-PBL Professional Dress Day

February 15 Tomorrow’s Business Leader — Spring issue copy deadline

February 17 FBLA-PBL National Community Service Day

FebruarySuggestedActivities:

■ Celebrate FBLA-PBL Week by planning different activity for each day

■ Promote Participation in the BAA – FBLA, MAP – FBLA-ML and CMAP programs

■ Sponsor a student mixer for business students

■ Plan a job shadowing activity for members

■ Sponsor a fundraiser and Valentine’s dance

March 1 FBLA and FBLA-ML national dues deadline

Eligibility date for FBLA voting delegates and chapter awards

National dues deadline to receive spring publications

National Awards Program Committee (NAP): Application receipt deadline

FBLA, FBLA-ML, and PBL Individual Business Achievement Awards receipt deadline



March 15 FBLA Adviser’s Hotline — Spring issue copy deadline

March Suggested Activities:

■ Invite a business guest speaker to a meeting

■ Plan a Spring fi eld trip/fun activity

■ Sponsor a practice session and pizza party for State competitors

■ Sponsor a Spring fundraiser

April 1 Membership Madness, Membership Mania, and Body Snatchers (FBLA-ML): receipt deadline

FBLA Membership Achievement Award: receipt deadline

FBLA 100% Class Participation: receipt deadline

FBLA Chapter Business Achievement Awards: receipt deadline

FBLA Chapter Achievement, Chapter Excellence, and Outstanding Chapter: receipt deadline

FBLA-ML Chapter Excellence: receipt deadline

PBL Outstanding Chapter: receipt deadline

Distinguished Business Leader Scholarship: Application receipt deadline

FBLA-PBL Adviser Wall of Fame: Application postmark deadline

Presidential Freedom Scholarship: Application receipt deadline

PBL College Loan Corporation: Application receipt deadline

Management & Technology Summer Institute Scholarship: Application receipt deadline

Pennsylvania College of Technology Scholarship: Application receipt deadline

National Bylaws: Amendment submission deadline

April 4-7 NBEA Convention, New York City, NY

April 15 PBL Membership Dues deadline

Eligibility date for PBL voting delegates and chapter awards

PBL NLC/IFL Scholarship: receipt deadline

April Suggested Activities:

■ Sponsor a car wash

■ Plan an awards banquet for members and offi cers

■ Sponsor an Easter Egg Hunt for Elementary children

May 1 National Leadership Conference: Intern application deadline

NCCPAP/AICPA Scholarship: Application receipt deadline

May 11 Data Match Scholarship: Application receipt deadline

May 12 Businessperson of the Year: Nomination receipt deadline

May 15 March of Dimes Mission LIFT: Report receipt deadline

National Offi cers: candidate: Application receipt deadline

May Suggested Activities:

■ Elect new offi cers for the 2007-2008 year

■ Plan an End-of-the Year Field trip

■ Conduct last meeting of the year/passing of the gavel



June 1 University of Southern California-Summer Seminars Scholarship: Application receipt deadline

FBLA Institute for Leaders: Early bird registration deadline

FBLA NLC: Early bird registration deadline

FBLA Local Voting Delegates: Registration deadline

PBL Institute for Leaders: Early bird registration deadline

PBL NLC: Early bird registration deadline

PBL Local Voting Delegates: Registration deadline

June 22-23 PBL Institute for Leaders – Chicago, IL

June 23-26 PBL NLC – Chicago, IL

June 27-28 FBLA Institute for Leaders — Chicago, IL

June 28-July 1 NLC for FBLA — Chicago, IL

June 26 Tomorrow’s Business Leader — Summer issue copy deadline

June/JulySuggestedActivities:

■ Attend PBL Institute for Leaders

■ Attend PBL National Leadership Conference

■ Attend FBLA Institute for Leaders

■ Attend FBLA National Leadership Conference

C H A P T E R M A N A G E M E N T H A N D B O O K (2006 – 2007 PBL Version)

Local Chapter Organization

Role of the Adviser The Web Icebreaker

Program of Work Sample

Sing a Tune Icebreaker

Sharpshooting Quiz

Point System

Bulletin Board Ideas

Officer Roles Meeting Checklist

President

Vice President

Secretary

Treasurer

Reporter

Historian

Parliamentarian

Chapter Meetings The Agenda

Meeting Agenda

Parliamentary Procedure Twelve General Rules

Minutes Sample

Classification of Motions

Making a Motion

Glossary of Basic Parliamentary Terms

Program of Work Suggested Committees

Planning Process

Chapter Activities

FBLA-PBL Emblem Ceremony Chapter Installation

The FBLA-PBL Creed

Officer Installation

New Member Induction

FBLA-PBL Officer Application

Sample Thank You Letter to Professional Members

Local Chapter Monthly Report Form

Project Activity Report Form

Local Chapter Organization Lesson Plan FBLA-PBL Live Commercial Grading Sheet

I-2

L O C A L C H A P T E R O R G A N I Z A T I O N


This page intentionally prints blank.

I-�C H A P T E R M A N A G E M E N T H A N D B O O K (2006 – 2007 PBL Version)

Local Chapter Organization

ROLE OF ThE AdviSERThe success of FBLA-PBL rests on the shoulders of student members. However, without the guidance of the local chapter advisers, no success would be possible. The adviser is instrumental in organizing and stimulat-ing chapter development. They gain the support of the campus administration and community leadership. The local chapter adviser should:

■ Be knowledgeable about the history, bylaws, and programs of the national organization for active operation of the local chapter. All of this informa-tion may be found in the National Programs and National Organization tab of this Chapter Manage-ment Handbook.

■ Organize the selection process for chapter officers.

– Depending on the size, most chapters have five to seven officers. The two officers necessary for the proper operation of the chapter are the president and the secretary.

– Most chapters elect local chapter officers in the spring of the year, but the election may occur at the beginning of the school year. Nominations are normally taken from the membership at one meeting, and each candidate presents a speech (typically 1-2 minutes in length) at the next meeting. Depending on the local chapter bylaws, members may either vote on the candidates by a ballot vote, a hand vote, or by a voice vote.

■ Provide for the training of local chapter officers.

– Oftentimes, this is a one-day event that can be held on a weekend or in the summer before the new semester starts.

– Start out with an icebreaker that emphasizes the importance of teamwork such as the one below.

– Establish rules and guidelines that will help

students lead themselves while remaining consis-tent with school policies and state and national bylaws.

– Plan the year during training – prepare the Pro-gram of Work. (See the Program of Work section in this tab, page I-14, for more detailed ideas as to

The Web. (You will need a large ball of yarn for this icebreaker.) The group stands one large circle. The leader begins the game by asking a question such as, “What is the one goal that you have for the local chapter officer team this year or that you would like to accomplish as an officer?” The leader answers the question first, and then tosses the yarn ball across the one of the officers while holding on to the end of the yarn. The person answers the question, holds a piece of the yarn, and then tosses it to someone else. The game continues in the same fashion until everyone has shared. By tossing the yarn around the group, the officers weave a Web that connects the entire team in some manner. The leader can ask as many questions as appropriate. The leader then asks one or two officers to drop the yarn. The Web begins to sag and appears to be very weak. The leader can then discuss how important each officer is to the team and the effect that low levels of involvement and commitment has on the entire team. At the end, the group can kneel down and place the Web on the ground. This works well to lead into a discussion on teamwork, officer expectations, and duties. Officers can cut a piece of the string from the Web to keep as a reminder of the exercise or the thoughts that the team shared.

I-4



how to go about planning for the year.) One or two activities should be planned for each month. A sample of a Program of Work is below.

August• Local Chapter Officer Training Meeting and

Program of Work Planning Session• Prepare FBLA-PBL recruitment message board

September• Plan a Membership recruitment activity such

as a Back to School picnic• Publicize FBLA-PBL through business letters,

posters, and flyers to business students and to incoming Freshmen

October• Sponsor a community service project• Submit initial dues by the October 20 member-

ship deadline• Plan a Fall social activity such as a Halloween

party.• Conduct an officer and new member installa-

tion ceremony – invite a state officer or busi-ness person to be a guest speaker

• Submit an article for the PBL Business Leader and your state newsletter

November• Plan a fund-raising project such as a bake sale• Plan a project to celebrate American Enterprise

Day – November 15• Attend the National Fall Leadership Conference

december• Plan a holiday party for members• Urge community business people to join the

Professional Division• Plan a canned food drive or toy drive

January• Plan a second semester recruitment drive• Conduct local practice competition• Hold a mid-year planning session with officers

(Recap 1st semester and plan 2nd semester)

February • Celebrate FBLA-PBL Week• Plan a job shadowing activity or a business

tour• Sponsor a Valentine’s Day social for residents

of a nursing home• Invite a guest speaker to a chapter meeting

March• Plan a second semester fundraiser such as a

community-wide talent show• Plan a Spring social activity• Invite faculty to a chapter activity

April• Attend the State Leadership Conference

• Sponsor a car wash• Sponsor an Easter Egg Hunt for elementary

children

May• Elect new officers• Sponsor a FBLA-PBL Spring Awards Banquet• Plan an end-of-the year trip

June/July• Attend Institute for Leaders• Attend the National Leadership Conference

– Don’t forget to include “fun” activities for mem-bers at meetings. See below for a fun meeting activity to get members meeting to network.

Sing a Tune. Each member receives a slip of paper with a song title on it, with about four or five people receiving the same song. They don’t show their song to anybody. Instead, they hum their song, walking around the room trying to find other people humming the same song.

– Prepare a budget during training (a sample bud-get may be found in the fundraising section of this handbook, page III-9.)

– The following local chapter officer check list should be followed:• Local chapter officers are well-educated about

Future Business Leaders of America-Phi Beta Lambda and understand its purpose and pro-grams/opportunities available.

• Each local officer has clearly-stated goals and a job description of responsibilities. This will en-sure that the person holding the office knows the responsibilities of the job. This also pro-vides the basis for evaluating the performance of the officer and establishes what is important in the total organization so that resources can be organized accordingly.

• Each officer receives proper training.• Officers plan all activities and projects well in

advance and with complete adviser approval. Remember that this is a student organization; have them do the work!

• Help the President delegate tasks among all the officers.

• Officers run interesting, organized, and well-planned meetings.

• Officers have established a well-functioning committee system.

• Officers have effective communication with the local chapter adviser. (Oftentimes, it helps to establish officer in-boxes or mail boxes in the business room. Officers should be in the habit of checking these daily.)

I-5



• Local chapter officers are interested in partici-pating in regional/district, state, and national activities and conferences.

• Meet at least once a month prior to the regular chapter meeting – set a particular date each month to meet.

• The officers have effective communication with the student members. The communication ex-ercise to the right can be used at the beginning of a meeting to emphasize the importance of communication and listening skills in an orga-nization. Tell the members that they have only 10 minutes to complete this quiz. They should try to answer as many questions as possible. Once members have completed this exercise, discuss the purpose of the quiz and the impor-tance of following directions in relationship to being organized.

• The adviser and the officers set goals at the start of each semester both for the chapter through a program of work and for the mem-bers through a point system and measure their achievement. See the point system below for an idea. This system may be used to choose rep-resentatives to attend conferences or to decide how to split any funding.

Sharpshooting Quiz 1. Read everything before doing anything. 2. Put your name in the upper right hand corner

of the paper. 3. Circle the word “name” in the second sentence. 4. Draw five small squares in the upper left

hand corner of the paper. 5. Put an X in each square mentioned in number 4. 6. Put a circle around each square. 7. Sign your name under the title of the page. 8. After the title, write “yes, yes, yes.” 9. Put an X in the lower left hand corner of the page. 10. Draw a triangle around the x that you just made. 11. Draw a circle around the word “paper” in

sentence 4. 12. Loudly call out your name when you get to

this point of the test. 13. If you think that you have carefully followed

the directions, call out “I have.” 14. On the reverse side of this paper, add 107

and 278. 15. Put a circle around your answer to this problem. 16. Count out in your normal speaking voice

from 1 to 10 backwards. 17. Yell out, “FBLA-PBL is the best.” 18. Underline all even numbers on the left side of

this page. 19. If you are the first person to get this far, call

out loudly, “I am the leader in following directions.”

20. Now that you have finished reading carefully do only sentences one and two.

Point SystemA point system is helpful in the analysis and evaluation of the participation of each member. It will be used as the basis for attendance at the leadership conferences, awards, and other activities.

The following is a list of activities and suggested points for each:Attendance at General Meetings 20Contestant in Competitive Events 20Assistance with Fundraising Activities 20Assistance with Committee Work 20Attendance at Special Events 10

Trips, Guest Speakers 10FBLA-PBL Sponsored Activities 10Attendance at State Events 10Attendance at Workshops 10Attendance at State Executive Board Meetings 10Attendance at Leadership Conferences 10Social Activities 5

Bonus Points Available for the Following:Holding an Elected Office 20Committee Chairperson 20

I-6



FBLA-PBL – Stepping Stones to Success. Decorate board with blue paper background for the pond. Cut circles out of brown construction paper to go across the pond. Put different words on the stones (Leadership, Teamwork, Awards, Scholarships, Conferences.) Place fish cutouts and frog cutouts throughout. Cut out green construction paper for grass surrounding the pond. Put the title: FBLA-PBL – Stepping Stones to Success at the top.

Soar to New Heights with FBLA-PBL. Decorate board with blue paper and create clouds from white construction paper with differ-ent phrases related to FBLA-PBL printed on each cloud. (Service, Leadership, Progress.) Then cut out different colored hot air balloons and deco-rate them with each of your FBLA-PBL member’s names or the names of chapter officers. Leave room to attach some photos of chapter activities. Put the title Soar to New Heights with FBLA-PBL at the top.

Moving Into the New Year with FBLA-PBL. Decorate your board like a pasture (blue background paper and green construction paper for grass.) Add cow cut-outs with the names of different chapter activities that you are plan-ning throughout the year (Business Tours, State Conference, National Leadership Conference, March of Dimes WalkAmerica, etc. If you have pictures of some of last year’s activities, add them to the board along with information on how to join the chapter.

– Hold regular chapter meetings and see that they are conducted in a business-like manner.• Most chapters hold monthly meetings.• Normally an agenda is prepared for the meet-

ing.• See the section on meetings in this tab.

– Assist members with the planning, collecting, pre-paring and arranging of brochures, posters, flyers promoting the chapter. Below are some ideas for message boards – see the public relations section of this handbook for poster and flyer ideas:

• Oftentimes, teachers give students textbooks to study. You may also order examination copies of text books. These books often contain study guides and test banks which may prove helpful.

• Start having students sign up for competitive events in October. It is often helpful to give students a list of each competitive event and a brief description of the what will be tested in the event.

• Plan group study sessions – make it fun by providing pizza.

– Oversee financial development projects.

– Supervise the receipt, recording, depositing, and expenditure of chapter funds.

In addition, chapter advisers who accompany students to conferences have the following responsibilities:

■ Know the whereabouts of their students at all times.

■ Maintain emergency contact information (includ-ing the medical release form found in the National Programs section of this Chapter Management Handbook, page VII-7.)

■ Ensure that students display proper conduct and ap-pearance at all times.

Finally, local chapter advisers are encouraged to imple-ment the following chapter management tips:

■ Set long-term and short-term goals for the chapter with the local officers. Goals are specific, realistic, reminders of the accomplishments that you visualize for the officers and the chapter. This is a great activ-ity to do with officers during training before they start working on the Program of Work.

– Brainstorm what your group wants to do.• What is the purpose of FBLA-PBL?• What is the mission of FBLA-PBL?• What are the expectations of the chapter form

the perspective of the members, the officers, adviser, and supporters?

– Set both short-term objectives (for this week), and long-term objectives (for this semester and for this year)

– Write these goals down, listing each in order of priority.

– Choose activities that achieve your objectives. This means that you must consciously choose to do those things that relate to your most important goal.

– Now list the advantages and disadvantages of each goal and activity.

– Now you are ready to begin your program of work.

– Ensure that the campus administration, faculty, students, and public are informed of chapter activities and outstanding student achievements.

– Be knowledgeable of the guidelines for state and national competitive events and activities and coordinate participation at all levels.• You may buy study guides and test samples

from the MarketPlace.

I-7



■ Teach students to develop a program of work as a basis for chapter management.

■ Delegate assignments to student members that match their abilities, along with the authority to get the job done.

■ Agree on priority rankings for assignments given to members.

■ Set deadlines for completion of member assignments.

■ Ask for periodic progress reports.

■ Evaluate the member’s work as it is completed.

■ Establish a daily schedule or daily plan of when and were the officers and members can contact the adviser. This will help cut down on interruptions.

■ Use a message board or central meeting place for members to seek out information on chapter activi-ties and programs.

OFFiCER ROLESWell-qualified and dependable officers are crucial to the growth of any FBLA-PBL chapter. Effective leaders will:

■ Provide an environment where all members will grow professionally.

■ Include all members in a dynamic program of work.

■ Welcome suggestions from members.

■ Keep the members informed about all activities of the organization.

■ Conduct the business of the chapter in proper parliamentary procedure.

■ Maintain complete, current records and minutes.

■ Evaluate each meeting and give the resulting infor-mation back to the group.

– Each meeting was scheduled in advance and the time, date, and place was posted.

– An agenda of each meeting is distributed to all members in attendance. (See page I-11.)

– All the officers know there roles and responsibili-ties regarding the conduct of the meeting.

– The meetings start and close on time.

– Committee reports and treasurer’s and secretary’s reports are given regularly and effectively.

– People were interested and involved.

– We were task-oriented and got all business completed.

– We planned some sort of “fun” activity or ice-breaker to get members involved.

– Members were able to voice their opinion on projects.

■ Encourage individual and chapter participation in conferences at the regional/district, state, and na-tional levels.

■ Develop and implement a strong publicity program.

The election of officers is a serious matter, not a popu-larity contest. Qualifications should be the primary consideration. Candidates who are willing to accept a leadership role and work hard in the preparation to per-form their duties will make the most effective leaders.

An adviser may want to consider having officer candidates fill out an application form rather than being nominated from the floor. Either way is acceptable, but oftentimes you get more serious candidates if they have to complete an application form prior to running or a local office. See the sample at the end of this section for an application form, page I-21.

Once the adviser has screened and approved the applications, candidates should be notified that they have met the requirements for running for office. In the next meeting following the approval, a slate of approved candidates can be presented so that the members know who is running for each office. In the next meeting, you could have each candidate submit a 1-2 minute speech and then have the members vote. Either a hand-vote, voice vote or a ballot vote is acceptable. Refer to your local chapter bylaws to see if they refer to election pro-cedures. If they don’t specify anything, you may choose any of the above options.

A short description of the duties of each officer follows.

President

■ Presides over and conducts meetings according to accepted parliamentary law.

■ Keeps members and discussion on track.

■ Appoints committees and serves as an ex-officio member to each.

■ Coordinates chapter activities by keeping in close touch with the other officers, the membership, and the adviser.

■ Calls special meetings as needed.

■ Sees that the Monthly Chapter Report (see report sample in forms section in this tab, page I-2�) is prepared by the secretary and news releases are pre-pared and mailed by the reporter.

■ Reviews the Program of Work with the adviser and the officer team on a monthly basis.

I-�



■ Maintains chapter correspondence by writing ap-propriate letters.

– Letters should be short and to the point (� or 4 paragraphs.)

– Letters must be free of typographical errors and spelling errors – always have your adviser proof-read anything before it is sent out.

– Thank you letters should be sent within one week of the event.

– Some target groups for letters could be sent to professional members either as a thank you or to recruit them in to the chapter. Letters can also be written to national, state, and municipal govern-ments in support or non support for legislation such as Perkins Funding, request for recognition, and request for information. (See sample of a professional member thank you letter at the end of this section, page I-22.)

■ Coordinates chapter efforts by keeping in touch with officers, members, and advisers.

■ Shows interest in the activities of the other officers and inspire them as well as the membership to better serve the chapter.

■ Encourages public relations in your community by contacting speakers or guests for chapter meetings. Be sure to have the secretary follow up with thank you letters following a presentation or guest appear-ance at a chapter meeting or activity.

■ Represents the chapter at special school events, civic clubs, and other out-of-school organizations.

■ Submits news releases when your chapter shows suc-cess at a conference or other events.

■ Maintains a good working relationship with your chapter adviser.

vice President

■ Assists the president in the discharge of duties.

■ Presides at meetings in the absence of the president.

■ Is prepared to assume the duties and responsibilities of the president if the need should arise.

■ Oversees all committee work and the management of assignments.

■ Serves as an ex-officio member of chapter committees.

■ Prepares the Local Chapter Annual Business Report.

■ Plans icebreakers such as the one below for local chapter meetings.

Straw Tower. The group is divided into four or five teams, depending on the size of the meet-ing. Each team is given straws and tape and the challenge to build the tallest tower against each group. After 10 minutes, call time and see which group has the tallest tower. Award a prize to the winning group.

Secretary

■ Prepares the Program of Work once it has been ap-proved by the local chapter adviser.

■ Prepares and reads the minutes of each meeting.

■ Prepares the Monthly Chapter Report and submits it to the president, the vice president, the reporter and the adviser. Keep one copy for your records. See the sample at the end of this section. This report helps the vice president prepare the Local Chapter Annual Report at the end of the year.

■ Minutes are the official record of what went on dur-ing a chapter’s meeting. Without them, your chapter would have no way of determining exactly what its members have agreed to do.

■ Each paragraph of the minutes should contain a separate subject. Keep them concise and easy to understand.

■ Do:

– Include the name of the person who made the motion.

– Record the motions exactly as how they were stated.

– Remember to sign the minutes after they have been approved.

– Include the exact results of a counted or ballot vote.

■ Don’t:

– Include the name of the person who seconded the motion.

– Write down who debated or what they said

– Include your personal opinions.

– Summarize a guest speaker’s topic. Just list the name and the subject.

■ The first paragraph of your minutes should be one sentence and include the following in this order.

– The type of meeting – whether regular, special, etc. (Most chapter meetings are regular meetings)

– Name of organization.

– Time, date, and place of meeting.

I-9



– Whether the president and secretary were present. If not, name(s) or person(s) who substituted for them.

– Whether the minutes were approved as read or corrected.

■ The last paragraph of the minutes contains only the time of adjournment.

■ A sample format of minutes may be found under the parliamentary procedures section in this tab, page I-12.

■ Provides the president with an agenda for each meet-ing. A sample agenda can be found in the Chapter Meetings tab of this section, page I-11.

■ Counts and records votes when taken.

■ Coordinates and keeps track of the local chapter point system.

■ Reads correspondence at local chapter meetings.

■ Prepares correspondence for the chapter president.

■ Make sure that letters are easy to read – short sentenc-es, three paragraphs, logical sequence of ideas.

■ Make sure that your letter sounds sincere, friendly, and positive.

■ If you are doing a memo, sign your initials next to your name in ink.

■ The body of the memo should be single spaced with double spacing between paragraphs.

■ Do:

– Use chapter letterhead if you have it.

– Be neat.

– Use proper style.

– Proofread – always have your local chapter adviser proofread and approve any correspondence be-fore it is sent.

– Make copies of all of your correspondence for later records and for your adviser.

■ Don’t:

– When referring to FBLA-PBL, don’t use club; use organization, chapter, or association.

– Don’t use convention; use conference.

– Don’t use problems or obstacles, use challenges.

– Don’t sign letters in pencil; use pen.

Treasurer:

■ Prepares the chapter budget for the year. A sample budget can be found in the fundraising tab, page III-9.

■ A budget is necessary in the operation of a FBLA-PBL chapter.

■ There are two different areas of the budget: income and expenses.

■ Keeps an accurate count and roster of the chapter membership.

■ Writes receipts for ALL members when they pay their dues.

■ Receives and acts as custodian of chapter funds.

■ Collects all state and national dues and is responsible for their disbursement by the appropriate deadlines.

■ Keeps financial records neat and current. (Fundrais-ing Tab, page III-4.)

■ Plans, with the assistance of the members and the adviser, appropriate fund-raising activities.

■ Handles the chapter’s accounts receivable and ac-counts payable.

■ Encourages efficient money management.

■ Prepares monthly financial reports for each meeting. (A sample report can be found in the fundraising tab, page III-4.)

Reporter:

■ Develops media lists for chapter meetings.

■ Plans public relations activities for the chapter.

■ Gathers and classifies chapter news.

■ Prepares new releases and articles for publication in school and local newspapers and in state and national FBLA-PBL publications. (See the public relations tab of this Chapter Management Handbook for a sample of the proper news release format, page IV-�.) Remember to include the facts of your story:

– What: Business meeting, social, speaker, or other activity

– Who: Names of the organizations and people involved, such as committee chairperson, elected officers, and speakers.

– When: Date a time of meeting or activity.

– Where: Location of the event.

– Why: Purpose of the activity or meeting.

– How: Details of how the activity was carried out.

■ Prepares news for the FBLA-PBL national Web site.

■ Assists with the planning and arranging of chapter exhibits.

■ Prepares a local chapter newsletter at least twice a year for members.

I-10



■ Prepares and updates the local chapter Web site. Sends site link to the national center.

historian

■ Files clippings and pictures of the chapter’s activities in the chapter files.

■ Keeps all chapter files updated on an on-going basis.

■ Keeps a chapter publicity and activity scrapbook.

■ Prepares an electronic slide show presentation for the end-of-the year meeting or awards banquet.

■ Helps the Vice President with the Local Chapter An-nual Business Report.

■ Prepares monthly message boards with chapter pho-tos, minutes, and projects.

Parliamentarian

■ Assists chapter members in understanding the basic purpose of parliamentary procedure.

■ Is prepared to advise the president and other chapter members on parliamentary procedure.

■ Has referenced materials pertaining to parliamentary procedure available for each meeting.

■ Watches for significant irregularities in parliamen-tary procedure and calls them to the attention of the chair.

■ Encourages participation in and prepares a team for the parliamentary procedure competitive event.

ChAPTER MEETiNgSMeetings are the forum in which ideas are brain-stormed, decisions are made, and events planned. Always have clear objectives. Well planned and regularly scheduled meetings maintain member interest, ensure participation, and promote the general welfare of FBLA-PBL. They are held to conduct business or to present a specific program; however, they should be organized so that they are not for information only, but are also opportunities for members to become involved and to share their thoughts. In the fall, many chapters install their officers and have a guest speaker. The installation ceremony can be found later in this section. Remember to maintain a balance between business and social ac-tivities. The following check list should be kept in mind:

■ Do we hold regular meetings?

■ Do we have a written agenda for our meeting?

■ Are minutes recorded and read at our meetings?

■ Do we allow adequate time for our meetings?

■ Do we make assignments during meetings?

■ Do we follow through with our assignments?

■ Do all participants at our meetings have equal op-portunity?

■ Do we encourage new members of our group to participate?

■ Do we teach and demonstrate correct leadership principles?

■ Do we assume our full responsibility?

■ Do we conduct progress reviews to check our ac-complishments?

■ Do we accept the responsibility for our failures?

■ Do we make a sincere effort to understand members’ needs?

■ Do we recognize and compliment others for their efforts?

■ Do we do adequate advanced planning?

■ Do we delegate responsibility and authority?

■ Do we set worthwhile goals?

■ Do we actively seek the general membership opin-ion?

■ Do we communicate our goals and activities to the membership?

■ Do we enjoy our assignments?

■ Do we start and end our meetings on time?

■ Do we hold a officer meeting before every general meeting?

■ Do we prepare in advance of the meeting any mo-tions that are known to be necessary?

The AgendaAn agenda should be prepared for every meeting and distributed to all in attendance. It provides a framework for discussion. First, determine an overall objective for the meeting. If there is no purpose there should not be a meeting. Then, brainstorm specific items of business that need to be covered. Referring to the previous meet-ing’s agenda, minutes, and suggested order of business is an organized way of determining those specifics.

Clarify, combine, and prioritize, keeping in mind the element of a time limit. Follow a set order of business in determining the placement of each of the items on the agenda.

Near the end, review important dates and decisions

I-11



made. Always remember to thank those present for attending and participating and tell them that you look forward to seeing them at the next meeting. A sample agenda is below:

Meeting Agenda

■ Call to order – by the president – signals the meeting will begin. It is followed by one rap of the gavel.

■ Opening Ceremony (optional – Recite FBLA-PBL Creed or Pledge of Allegiance)

■ Roll Call of members

■ Approval of Previous Meeting’s Minutes – by the secretary

– Distribute minutes before the meeting members to review

– Read minutes to group

– The president will ask for corrections or additions and the Secretary will note the necessary correc-tions.

■ Financial Report – by the treasurer

– Read treasurer’s report to group.

■ Officers’ Reports – given by the officers in the order that they are listed in the bylaws.

■ Committee Reports

– Standing committees – committees that are listed in the local bylaws.

– Special committees – committees that were given one specific topic to investigate.

** Note: Committee chairman gives the report and may make a recommendation or motion on behalf of the committee.

■ Unfinished Business and General Orders

– Pending questions from the last meeting.

– Questions postponed to this meeting.

■ New Business

– Itemize – new topics brought up for the first time.

■ Announcements – anyone with any announcements may make them.

■ Adjournment – signal by the presiding officer that the meeting is over, followed by final rap of the gavel.

MinutesThe record of the proceedings in a regular business meeting is called the minutes. The secretary should always record what was done at the meetings and what was said. The following should be included:

■ The wording of each motion

■ The disposition of each motion.

■ The name of the mover.

■ Points of order and appeals sustained or lost (includ-ing the reasons given by the chair for the ruling)

See the sample minutes on the next page for a reference.

PARLiAMENTARY PROCEduREParliamentary procedure is a formal system of rules and practices that balances the rights of individuals and subgroups with an organization’s membership. Applica-tion of parliamentary procedure enables organizations to accomplish the following:

■ Maintain orderly meetings

■ Protect the rights of the absentee, individual, minor-ity, and majority

■ Allow every opinion to be heard and considered

■ Enable the majority to rule

■ Determine the general will on a maximum of ques-tion in the minimum of time.

Twelve general Rules

1. The presiding official must recognize a member before he or she may speak.

2. A member should rise to be recognized and remain standing while speaking.

�. All remarks made from the floor should be addressed to the presiding official instead of to another member. Do not use a previous speaker’s name but refer to him or her as the “previous speaker.”

4. Only one motion may be made on the floor at one time. It must be disposed of before another main motion is made.

5. A main motion must be seconded and stated by the presiding official before it may be discussed.

6. The maker of the motion has the first right to debate.

7. In debate, each member has the right to speak twice on the same motion, but cannot make a second speech on the same motion as long as any member who has not spoken on that motion desires to speak.

I-12



�. Debate must be limited to the immediately pend-ing motion. If an amendment is pending, the main motion cannot be discussed; all discussion must be about the amendment.

9. In case of a tie vote, the motion is lost.

10. The presiding official may vote to break a tie. The presiding official always votes in case of a ballot vote.

11. A majority is over half of the members present and voting.

12. A plurality is the largest number of votes to be given any candidate or proposition when three or more choices are possible.

Classification of MotionsThe word motion refers to a formal proposal by a mem-ber suggesting that the assembly take a certain action.

Motions are classified into the following five groups:

1. Main motions

– original main motions

– incidental main motions

2. Subsidiary motions

�. Privileged motions

4. Incidental motions

Stanly Community College PBL Local Chapter Regular Meeting: Minutes

Call to OrderThe first regular meeting of the Stanly Community College Chapter of PBL was held on August 25, 2004, at 4:30 p.m. in Room 201 of Stanly Community College, in Albemarle, North Carolina. President Andrew Gold was in the chair and the secretary was present.

MinutesThe minutes of the previous meeting were approved as read.

Officer ReportsThe treasurer reported a balance of $3,568.35. The report was placed on file.

Committee ReportsStanding Public Relations Committee Chairman Marissa Kleckner reported the FBLA-PBL exhibit had been com-pleted and was on display in the campus library. This exhibit will also be displayed during Rush Week. Members were asked to see Marissa to sign up to help out at the table and to distribute brochures.

Special Halloween Social Committee Chairman Jennifer Hall reported that the committee met on August 10 to discuss activities planned for the dance which will be held in the common area on October 31. There will be a costume contest with trophies for the best costumes. A band has been secured. Other activities will include bob-bing for apples and a pumpkin decorating contest.

Unfinished BusinessThere was no unfinished business.

New BusinessTina Lemke moved, and it was seconded, that we decorate the student center to promote the Halloween social. The motion was adopted.

Jared Roche moved, and it was seconded, that we sponsor a bake sale. Marissa Kleckner moved, and it was seconded, to refer this to a committee of two to be appointed by the chair. The motion was adopted. Jennifer Hall and Jared Roche were appointed to the committee.

AnnouncementsMarissa Kleckner announced that local chapter adviser Dan Hazlett had been honored at the National Leadership Conference this summer as an outstanding local chapter adviser. She thanked Mr. Hazlett for all of his dedication to the chapter and presented him with a small plaque to show the chapter’s appreciation.

AdjournmentThere being no further business, the meeting was adjourned at 5:30 p.m.

Libby Johnson

Stanly Community College PBL Secretary

I-1�



5. Restorative motions that bring a question again before the assembly

Main motion – is a motion whose introduction brings business before the assembly.

Subsidiary motions – assists the assembly in treating or disposing of a main motion. They have the follow-ing characteristics: 1) they are applied to another motion; 2) they can be applied to any main motion; and �) they fit into an order of precedence.

Privileged motions – concern matters of immediate and overriding importance that without debate should be allowed to interrupt the consideration of anything else.

incidental motions – relate in different ways to the pending business or the business otherwise at hand. They commonly arise out of 1) another pending motion; or 2) sometimes, another motion or item of business.

Motions that bring a question again – either by their introduction or by their adoption, serve the function of their name.

Making a Motion

1. The member rises and addresses the presiding official by the title “Mr. (Madam) President” or “Mr. (Madam) Chairman.”

2. The presiding officer recognizes the member. The chair may recognize a member by name, or by a nod to him. After receiving formal recognition from the chair, a member is then said to “have the floor” and is the only member who may present or discuss a mo-tion.

�. The member makes the motion. Always introduce a motion in the form, “I move that...” followed by a statement of the motion.

4. Another member seconds the motion. Without recognition from the presiding official, another member may say, “I second the motion.” If the mo-tion is not seconded, it “dies for lack of a second.”

5. The presiding official states the motion to the as-sembly. The chair repeats or “states the motion” to the assembly. Once it has been formally stated to the assembly, it may be referred to as “the question.”

6. The members discuss or debate the motion. After the motion has been stated by the chair, it is open for debate. Any speaker may be recognized by the chair. Several members may rise simultaneously, and then the chair should use the following guidelines when deciding which member should be recognized.

– Preference should always be given to the proposer of the motion.

– No member may speak more than twice on the same question each day.

– All remarks must be germane (pertinent) to the pending question.

– All remarks are addressed to and through the chair.

– A member may speak no longer than 10 minutes per speech without the consent of the assembly.

– Rights in regard to debate are not transferable.

– To participate in debate, the presiding official must relinquish the chair.

7. Members vote on the motion. When debate appears to have closed, the chair “puts the question to a vote.” First he may inquire, “Is there any further discussion?” or “Are you ready for the question?” If no one rises, the chair presumes that discussion is closed. The chair will then take the vote by saying, “All in favor (state the motion) say ‘Aye.’” Following the assem-bly’s response, he says “Those opposed say ‘No.’” If the vote can not be determined by the volume of voices, “The chair is in doubt. Those in favor of the motion, please rise.” After counting he says, “Be seated. Those opposed please rise.” After counting, “Be seated.” Or the vote may similarly be taken by a show of hands. The chair must always call for the negative vote, no matter how nearly unanimous the affirmative vote may appear to be.

�. The presiding official announces the result of the vote. The chair formally announces the outcome of the vote to the assembly. As may be appropriate the chair will say, “The ayes have it and the motion is adopted” (or “carried.”) Or “The noes have it and the motion is lost.” For a rising vote or a vote by show of hands: “The affirmative has it and the motion is ad-opted” or “The negative has it and the motion is lost.” After the vote has been announced by the chair, another motion may be considered.

glossary of Basic Parliamentary Terms

Adjourn To close the meeting when no motion is pending and there is no further business.

Amend A motion to modify the wording – and within certain limits the meaning – of a pending motion before the pending motion itself is acted upon.

I-14



Appeal To determine the assembly’s attitude toward a ruling made by the chair.

Call for the Orders of the day A privileged motion by which a member can require the assembly (1) to conform to its agenda, program, or order of busi-ness, or (2) to take up a general or special order that is due to come up at that time.

Chair Applies both to the person presiding and the station in the hall from which he or she presides.

Commit Generally used to send a pending question to a relatively small group of selected persons – a com-mittee – so the question can be carefully investigated and put into better condition for the assembly to consider.

debate Discussion of the merits of a motion.

division of the Assembly When a member doubts the result of a voice vote or a vote by show of hands, the member can call for a Division of the Assembly, thereby requiring the vote to be taken again by ris-ing.

division of a Question To divide a motion so that the parts of it may be considered separately.

Lay on the Table To enable the assembly to lay the pending question aside temporarily when something else of immediate urgency has arisen.

Limit or Extend debate To limit debate by reduc-ing number of length of speeches or requiring that at a certain time debate shall be closed. To extend the limits of debate by allowing more and longer speeches.

Obtain the Floor To obtain the floor, the member rise and addresses the chair. When the chair calls on the member, he or she can now speak.

Parliamentary inquiry A question directed to the presiding official to obtain information on parlia-mentary law or the rules of the organization bearing on the business at hand.

Point of information A request directed at the chair, or through the chair to another officer or member, for information relevant to the business at hand but not related to parliamentary procedure.

Point of Order Calls attention to a violation of parlia-mentary procedure.

Postpone definitely or to a Certain Time The motion by which action on a pending question can be put off, within limits, to a definite day, meeting, or hour, or until after a certain event.

Postpone indefinitely A motion that the assembly decline to take a position on the main question. Its adoption kills the main motion and avoids a direct vote on the question.

Previous Question A motion to bring an immediate vote on one or more pending questions, thereby ending debate.

Raising a Question of Privilege Permits a request or main motion relating to the rights and privileges of the assembly or any of its members to be brought up for possible immediate consideration because of its urgency.

Recess A short intermission in the assembly’s proceed-ings which does not close the meeting, and after which business will immediately be resumed at exactly the point it was interrupted.

Reconsider To bring back for further consideration a motion that has already been voted on. The mem-ber moving to reconsider must have voted on the prevailing side of the question to be considered. The making of this motion is subject to time limits.

Rescind To cancel or countermand a previous action.

Suspend the Rules When an assembly wishes to do something it cannot do without violating one or more of its regular rules, it can adopt a motion to suspend the rules.

Take from the Table To make pending again a motion or series of adhering motions that previously had been laid on the table.

PROgRAM OF WORkSuccessful businesses could not operate without careful planning. They must develop business plans that incorporate well-defined goals and objectives with the necessary action steps and costs; they must then follow effective operational plans to maintain success. The successful FBLA-PBL chapter imitates the successful business by taking the time and effort to develop a written plan of action. This plan becomes the chapter’s Program of Work. For sample program of work form template, please see the chapter/member recognition section of the Chapter Management Handbook, pages VI-22–VI-2�.

The program of work consists of all the activities planned by the chapter’s standing committees (the number of com-mittees is decided by the local chapter.) Since “members support what they (help) create”, each chapter member should serve on at least one standing committee and assist in the program of work development.

I-15



Suggested CommitteesCommittees are essential to the success of a local chap-ter. The Committee Chairman should complete a proj-ect activity report for every project upon its completion. A report form can be found at the end of this section.

Professional development – plans worthwhile meetings for membership in accordance with FBLA-PBL goals.

Community Service – develops activities for the community’s betterment.

Social – Plans fun activities to balance out a meet-ing.

Fundraising – develops projects to raise the neces-sary funds to carry out an activity in the program of work.

Public Relations – stimulates and sustains public support of the FBLA-PBL organization.

Planning ProcessEstablishing an effective program of work requires plan-ning. Planning activities and the achievement of goals requires thoughtful consideration, time, and an orderly process. The following steps are one approach that chapters can apply to their process.

1. Project/Activity Purpose. What is the intended goal or outcome of the project or activity? What do you want to achieve? For instance, if you want to do a fundraiser, why are you doing that fundraiser? The answer is not to “raise funds.” The answer is to “raise X amount of funds for such-and-such an activity.” Similarly, if you want to do something for FBLA-PBL Week, your goal is to build greater recognition for FBLA-PBL in your school, community, etc.

Make your goals specific. Quantify them where appropriate (e.g. recruit ten Professional members by November.)

2. Project definition. Once you have a goal, you need a project – a strategy – that will accomplish it. Sit down with your group and brainstorm. Share, define, and refine your ideas. Think of ways you can meet your goal, no matter how unlikely the ideas initially appear. During this brainstorming session, do not try to discuss the workability of the indi-vidual ideas; just get them all down. Later, you’ll pick which one(s) will work.

Often, when you begin by defining your goal, you end up with a somewhat different project than you initially intended. This is good: it means that your original strategy would not have met your objective.

�. Resource identification. What resources do you have available, or could you make available, to help you do your project? These resources include people, money, time, supplies, materials, facilities, etc. Think through your project carefully and make a list of all the things you have – and all the things you will need. Ask yourself questions like

– How much money will it take?

– Who can help – inside and outside the chapter?

– Are any experts needed/available?

– Do you need any special facilities or supplies?

– Can any of your supply, material, or facility needs be donated, or must they be purchased?

4. Task Assignment. Any project looks “big and scary” until it has been broken into its smaller, manageable component tasks. Use these questions to separate the tasks in your project:

– What jobs need to be done to meet the goal?

– In what order do things need to happen?

– What are the interim and final deadlines for goal achievement?

Write down the tasks that need to be finished. Divide the larger ones into several smaller pieces. Next, assign committees or individuals to each task. Don’t leave any unassigned, thinking you’ll get to them later. There is no “later” in planning.

5. deadlines. Give each task a date for completion. You can – and probably will – modify these dates later; but get them down for now, so people will have something to work toward.

6. Follow-up. Check with each individual or commit-tee regularly to determine their status and progress. Identify potential problems early and they will be easier to address and overcome. Don’t wait for the due date to find out that something isn’t going to get done. Stay in touch.

7. Evaluation. Evaluation, like planning itself, is a tool to use in improving your performance and your projects. It should be tied directly to your goals.

Make sure your evaluation is detailed enough to capture all aspects of your project. For instance, if your goal was quantifiable, simply determining that the end number was greater than your goal does not suffice. Evaluation of the project should also address the processes and intermediate steps as well.

I-16



Chapter ActivitiesActivities should reinforce the FBLA-PBL goals listed in the National Organization section of this handbook. They should also be tailored to each local chapter. These activities are meant to facilitate intelligent career choices, enhance business skills, teach the value of com-munity responsibility, and develop individuals.

Chapter activities fall into five functional areas: professional development, community, service, social, fundraising, and public relations. Chapters should strive for an appropriate balance between these categories in their activities.

■ Professional development

These activities increase knowledge of various busi-ness and office occupations, providing valuable career orientation and goal-setting opportunities. Guest speakers, panel discussions and business-re-lated films can be used as instructional programs at chapter meetings. PBL trips and business tours demonstrate first-hand what has been discussed at a meeting or in business classes.

The free enterprise system makes an excel-lent discussion topic. Since members will eventu-ally obtain jobs within this system, it is important to understand its principles. Collect informative material on the subject; invite business speakers to address the topic of free enterprise and how it affects their business; conduct debates, forums, fairs, and surveys. Many chapters develop special events to observe American Enterprise Day.

Other possible professional development activi-ties include job shadowing programs, mock inter-view experiences, special recognition programs, and the competitive events program.

■ Community Service

Community service activities help the chapter get involved and contribute directly to the community’s benefit. Members recognize the importance of be-ing responsible citizens and form networks with business and community leaders. They also gain the experience of managing a project outside the school environment. Many chapters sponsor activities to benefit social and health organizations like the March of Dimes and United Way.

Civic activities provide a public relations vehicle for the chapter by informing the community about business, education, and FBLA-PBL. Chapters often enter floats in parades, sponsor booths and exhibits, or write articles that tell the FBLA-PBL story.

Chapter members need not leave the school grounds to engage in civic activities. They can help in school-wide activities such as clean-up drives and

citizenship campaigns. They may take on projects such as publishing a school directory, managing a concession stand at sports or social events or prepar-ing the printed program for such special events.

■ Social

Members work hard and need time for recreational, fun events. Social events can be use to acquaint prospective members with the chapter or as a reward for an especially challenging or successful proj-ect. Chapter morale and camaraderie is enhanced through social activities.

■ Fundraising

Fundraising is important in any FBLA-PBL chapter. Revenues above and beyond dues income are needed to support the local chapter’s needs. The educational value of conducting a fundraising event is an impor-tant incentive and benefit.

■ Public Relations

Public relations activities are crucial to getting the word out about your chapter. Other potential mem-bers will not know about your activities and the op-portunities of FBLA-PBL unless you spread the word through posters, flyers, bulletin boards, etc.

To determine the value or feasibility of suggested activities, consider the following:

– Which FBLA-PBL goal(s) does this activity reinforce?

– Will it be a business learning experience? How?

– What are the risks and costs involved? Are they worth the benefits?

– Can the majority of members participate?

– Has it been well thought out and carefully planned?

– Has it been tried in the past? What were the results?

– How will the activity be funded? Will it make money?

– Will it provide for business community involvement?

– Who outside the organization might be of assistance?

– Have the school administration and business advisory council been informed?

– How will the activity be publicized, both before and after?

Chapters should also complete the Project Activity Report Form, page I-24.

Structured ceremonies heighten awareness of the importance and impact of an occasion. Pages I-17– I-20 contain suggested formats for chapter installation, officer installation, and new member induction ceremo-nies.

These formats should be modified to fit the makeup and desires of the individual local chapter. Phi Beta Lambda chapters should disregard all “America” seg-ments of the scripts.

I-17



FBLA-PBL EMBLEM CEREMONY

FBLA Crest PBL Crest

This ceremony works well for an open house or even the first meeting of the FBLA-PBL year. It may also be used with either the officer installation, new chapter installation, or new member induction ceremony. FBLA chapters should use the FBLA shield above and PBL should use the PBL shield. Many chapters make a large emblem on construction or tag board and then cut out the different pieces. Leave the top of the eagle on the background as the base or starting piece. As an officer speaks about each part, they place the “puzzle” of the emblem on a large piece of tagboard or felt (with Velcro if you are using felt.) You can also use the same concept with a PowerPoint® presentation. Once the ceremony is done – you will have a completed emblem/shield.

President: Welcome to the Emblem Ceremony for FBLA-PBL. Our emblem or shield illustrates the importance of our mission, “To bring business and education together in a positive working relation-ship through innovative leadership and career development programs.”

Service: the word service donates the idea that every individual should be interested in and take responsibility for promoting better social, politi-cal, and family life. (President takes service cut-out and places it on the emblem in the proper location or if you have an electronic presentation, service is displayed on the emblem.)

vice President: Education: the word education is sym-bolic of the idea that education is the right of every individual. (Vice President places the education cut-out on the emblem or if you are using PowerPoint® education is displayed on the emblem.)

Secretary: Progress: the word progress represents the challenge of tomorrow which depends on mutual understanding and cooperation of business, indus-try, labor, religious, family, and educational institu-tions and by people of our own and other lands. (Secretary places progress cut-out on the emblem or in PowerPoint®, progress is displayed.)

Treasurer (or other officer): Future: the word future reminds us that the future of the world depends upon the quality of leadership that we are able to produce and with FBLA-PBL we will be the business leaders of the future. We must learn to recognize the situation in which our individual talents will

be useful. (Future cut-out is placed on emblem or displayed.)

Reporter (or other officer): Business: the world of business is our world. To be successful in business, a person must be educated both formally and infor-mally in business methods and procedures and in the basic principles of our economic system and government. (Business cut-out is placed on emblem or displayed.)

historian (or other officer): Leaders: The word leaders represents the search for knowledge in order for us to become better citizens. This knowledge will prepare us for the great task of leadership ahead. (Leaders cut-out is placed on emblem or displayed.)

Parliamentarian (or other officer): America (Please note: Phi Beta Lambda should skip this part of the ceremony) Finally, we think about America. The future of America depends on our generation. We should pledge ourselves to use the abilities that we have to make America a better place for everyone.

President: All the words together stand for Future Busi-ness Leaders of America (PBL should use Phi Beta Lambda.) The shield stands for our organization which provides opportunities for each member to become a leader of tomorrow.

Chapter installationWhenever possible, the installation ceremony should take place before a large group such as a school assem-bly, assembly of business students or a special meeting to which parents and business people are invited. Mem-bers of the installation team should be seated on a stage or a raised platform.

Materials Needed:

■ Tall Candle

■ Candles: white, gray, green, violet, blue, yellow, orange, red

■ Official Charter

■ Names of Charter Members

installing Official: (Standing) FBLA (PBL, or FBLA – Middle Level) is a national organization for busi-ness students who are preparing for careers in busi-ness or business education. I have been authorized to conduct the installation of (school name), into the national chapter of Future Business Leaders of America-Phi Beta Lambda, inc.

FBLA-PBL is designed to promote Future Business Leaders. It is fitting, as we begin this new chapter, that we consider what these words represent to our organization.

I-1�



Future: Our daily educational experiences and our involvement in leadership activities prepare us for the future – a time to accept challenges.

In FBLA-PBL, we will find the tools to prepare for the future. We will profit from the experiences of others, those who have preceded us, as well as our teachers and others with whom we associate. Our studies and activities will help us meet chang-ing conditions and further our understanding of the world’s varied economic systems.

Business: We realize the importance of educa-tion and training in business methods and pro-cedures. We appreciate the roles of business and education in our daily lives.

Leaders: The future of our country depends on the quality of leadership. Leadership implies honor, foresight, tact, competence, dependability, discre-tion and integrity. A leader must listen, withstand criticism and be flexible. A leader accepts failure in stride but is willing to profit from it. As members of FBLA-PBL, it is our duty to prepare for the enor-mous responsibility of business leadership in the years ahead.

America: If America is to remain a world leader, intelligent young men and women are needed to guide our country by studying America’s past and analyzing her present. The initiative and success of leaders in business will help shape the future of America. Through FBLA-PBL, we will strive for leadership in the field of business, thereby helping to strengthen America. (Note: PBL chapters will most likely want to disregard this section.)

(Suggestion: At this point in the ceremony, it may be helpful to provide a brief history of FBLA-PBL. See the History segment of the National Organization section for background information of FBLA-PBL, page VIII-17. Call your state FBLA-PBL leaders for state membership information.)

Our organization has a definite and worthwhile list of goals. I should like to ask (name of assistant installing officer or member of installation team) to read these goals. (See listing of FBLA-PBL Goals in the National Organization section of the Chapter Management Handbook.)

installing Official: Will the new officers of the (school) Chapter of (FBLA PBL, or FBLA – Middle Level) please rise and remain standing as I announce each office name. (Installing officer calls name and title of each officer.)

You have been chosen from among the members at (name of school) as officers for the coming year. You have been selected because your members have faith in your ability and confidence that you will ful-

fill the duties of your office. I challenge you to accept the responsibility that has been given to you. Please raise your right hand and repeat after me.

I, as an officer of the (school) Chapter of (FBLA, PBL, or FBLA – Middle Level) do solemnly promise that I will fulfill the responsibilities of my office to the best of my ability, and that I shall carry them out in accordance with the bylaws of FBLA-PBL, Inc.

(While lighting the tall candle) By lighting this candle, I seal the vow you have taken and vest in you the authority of your office.

(Speaking to all members) You have heard the vows that these officers of your chapter have taken. In your presence, I now declare them officially installed as officers of the (school) Chapter of FBLA-PBL for the year 20___.

(Speaking to officers and members, and particu-larly to chapter president) By authority of FBLA-PBL, Inc., I am pleased to present you with the official charter of your chapter. (Reads the charter) By virtue of this charter, this chapter now becomes a part of the national organization. You now have the privilege and the responsibility of operating under the name (Future Business Leaders of America Phi Beta Lambda, or FBLA – Middle Level) and as a part of the state chapter and the national organization. The responsibility of making the (school) Chapter a suc-cess rests with its members and officers.

installing Official: The FBLA-PBL Chapter president, (name of president), will give the oath of member-ship to the charter members of the chapter. (Chapter officers turn and face audience.)

Chapter President: The secretary will now read the names of the Charter members of (school) Chapter of FBLA-PBL. As the names are read, the members will please rise and remain standing until all mem-bers have been presented.

Chapter Secretary: (Reads slowly the name of each charter member. Charter members stand as their names are called and remain standing until the oath has been administered.)

Chapter President: Each of you, please raise your right hand and repeat the oath of membership in unison after me.

I do solemnly promise to uphold the aims and responsibilities of FBLA-PBL and, as an active char-ter member, I shall strive to develop the qualities necessary to become a leader in business and in the community in which I live.

As president of the (school) Chapter of FBLA-PBL, I declare you duly inducted as charter members.

I-19



installing Official: (Name of assistant installing of-ficial or member of installation team) will lead members in reciting in unison the FBLA-PBL Creed. (The Creed is recited – see below.)

The FBLA-PBL CreedI believe education is the right of every person.

I believe the future depends on mutual understanding and cooperation among business, industry, labor, religious, family and education and institutions, as well as people around the world. I agree to do my utmost to bring about understanding and coopera-tion among all of these groups.

I believe every person should prepare for a useful oc-cupation and carry on that occupation in a manner that brings the greatest good to the greatest number.

I believe every person should actively work toward im-proving social, political, community and family life.

I believe every person has the right to earn a living at a useful occupation.

I believe every person should take responsibility for carrying out assigned tasks in a manner that brings credit to self associates, school and community.

I believe I have the responsibility to work efficiently and to think clearly. I promise to use my abilities to make the world a better place for everyone.

Officer installationinstalling Official: Will the newly elected officers of the

(school) Chapter of (FBLA, PBL or FBLA – Middle Level) please come forward as I announce your of-fice. (Installing official lights white candle.) Light-ing the tallest candle symbolizes the chapter in its entirety with all its members working together. With this symbol we shall charge each officer to do the job for which he/she has been elected.

(name of parliamentarian), parliamentarian. (Parliamentarian comes forward.) You have been named parliamentarian of the (school) Chapter of FBLA-PBL. As parliamentarian, it will be your re-sponsibility to monitor all formal chapter meetings so that they are conducted within the framework of parliamentary procedure. Through your efforts, the chapter meetings will be conducted in an orderly fashion, resulting in the efficient disposition of busi-ness. Do you accept this responsibility?

Parliamentarian: I do.

installing Official: I now declare you in the name of FBLA-PBL, the parliamentarian (gray candle is lit by white candle.) This gray candle symbolizes the

achievements possible when chapter meetings are conducted in an orderly fashion.

(name of historian), historian. (Historian comes forward.) You have been elected historian of the (school) Chapter of FBLA-PBL. As historian, it will be your responsibility to maintain records of the chapter, including a report of activities, awards and publicity. Through your efforts, people see the prog-ress and activities of your chapter. Do you accept this responsibility?

historian: I do.

installing Official: I now declare you in the name of FBLA-PBL, the historian (green candle is lit by white candle.) This green candle symbolizes the satisfac-tion that can be derived from preserving the past and recording the present, while preparing for the future.

(name of reporter), reporter. (Reporter comes forward.) You have been elected reporter of the (school) Chapter of FBLA-PBL. As reporter, your job will be to report meetings and other newsworthy activities of the chapter through the proper chan-nels. Do you accept this responsibility?

Reporter: I do.

installing Official: I now declare you in the name of FBLA-PBL, the reporter. (Reporter selects violet candle from table, and installing official lights it with white candle.) This violet candle symbolizes the inspiration and enlightenment that can be brought by reporting the activities of the FBLA-PBL Chapter of (school.)

(name of treasurer), treasurer. (Treasurer comes forward.) You have been elected treasurer of the (school) Chapter of FBLA-PBL. In electing you to this office, the members have shown their faith in your business ability and your honesty. Do you promise to keep accurate records of all money received and spent and to present orderly reports upon proper requests?

Treasurer: I do.

installing Official: I now declare you in the name of FBLA-PBL, the treasurer. (Treasurer selects blue candle from the table and installing official lights it with white candle.) This lighted blue candle sym-bolizes the trust and confidence which the members have in your ability to safeguard all funds.

(name of secretary), secretary. (Secretary comes forward.) You have been elected secretary of the (school) Chapter of FBLA-PBL. Accepting this of-fice obligates you to be present and keep a record of what takes place at every meeting. Do you accept this responsibility?

Secretary: I do.

I-20



installing Official: I now declare you in the name of FBLA-PBL, the secretary. (Secretary selects yellow candle from table, and installing official lights it with white candle.) This yellow candle symbolizes constancy in attendance and in keeping members informed of the chapter’s progress.

(name of vice president), vice president. (Vice president comes forward.) You have been elected vice president of the (school) Chapter of FBLA-PBL. Your duty will be to assume the responsibilities in the absence of the president. Will you strive to carry out the duties of this office?

vice President: I do.

installing Official: I now declare you in the name of FBLA-PBL, the vice president. (Vice president se-lects orange candle from table and installing official lights it with the white candle.) This orange candle is the symbol of the harmony and faithfulness which should characterize your efforts in working with the president to carry out the ideals of the chapter.

(name of president), president. (President comes forward.) The members of the (school) Chapter of FBLA-PBL have bestowed upon you a great honor in electing you the president. Your major responsibili-ties are to lead and encourage this chapter in all its activities. It is your duty to preside at all meetings and see that they are conducted in accordance with the constitution and correct principles of parliamen-tary practice. Do you accept this responsibility?

President: I do.

installing Official: I now declare you in the name of FBLA-PBL, the president. (President takes red candle from the table and installing official lights it with the white candle.) This red candle is the symbol of your duties and obligations to the chapter and its members.

(Addressing members of the chapter.) In your presence, I now declare them officially installed as officers of the (school) Chapter of (FBLA, PBL or FBLA – Middle Level) for the coming year. (Lights are turned out.) You may be seated.

(The newly elected president is called forward, and with a few appropriate remarks, the installing official presents the gavel to the new president who closes the meeting.)

New Member inductionguide: Mr. (or Ms.) President, these candidates have

expressed a desire and meet the requirements to become members of the (name) chapter of (FBLA, PBL or FBLA – Middle Level.)

President: (to the candidates) We accept you as can-didates for membership in the (name) chapter of (FBLA PBL or FBLA – Middle Level.) Before you become members, however, let us consider the meaning of the words in the name of our organization.

Future: Our daily educational experiences and our involvement in leadership activities prepare us for the future – a time to accept challenges.

In FBLA-PBL, we will find the tools to prepare for the future. We will profit from the experiences of others, those who have preceded us, as well as our teachers and others with whom we associate. Our studies and activities will help us meet chang-ing conditions and further our understanding of the world’s varied economic systems.

Business: We realize the importance of educa-tion and training in business methods and pro-cedures. We appreciate the roles of business and education in our daily lives.

Leaders: The future of our country depends on the quality of leadership. Leadership implies honor, foresight, tact, competence, dependability, discre-tion and integrity. A leader must listen, withstand criticism and be flexible. A leader accepts failure in stride but is willing to profit from it. As members of FBLA-PBL, it is our duty to prepare for the enor-mous responsibility of business leadership in the years ahead.

America: If America is to remain a world leader, intelligent young men and women are needed to guide our country by studying America’s past and analyzing her present. The initiative and success of leaders in business will help shape the future of America. Through FBLA-PBL, we will strive for leadership in the field of business, thereby helping to strengthen America. (Note: PBL chapters will most likely want to disregard this section.)

President: You have just heard the meaning of the let-ters used in our title. We are a national organization for business students who are preparing for careers in business and business education.

FBLA-PBL is based on a definite set of goals, including development of competent, aggressive business leadership; creation of more interest and understanding of American business enterprise; and participation in worthy undertakings for the improvement of business and citizenship.

As you accept and strive to achieve these goals you will gain the greatest benefit possible from your membership in this chapter. Welcome to the (name) chapter of FBLA-PBL, Inc. You are now officially accepted as members in good standing, entitled to your full rights and responsibilities.

I-21



PBL Officer Application

If you are interested in becoming a PBL officer, please fill out the application below and turn it in to your PBL adviser by May 1. Requirements for being an officer are the following: you must be a current PBL member and taking a busi-ness course next semester, joining PBL again in the Fall. You also need the enthusiasm and motivation necessary to fulfill the responsibilities of that position. If you decide to run for office, you are making a commitment. This means attending leadership conferences, plus PBL local activities and fundraiser participation. All officers are expected to assist the chapter in completing reports and forms due to the state and national office. Be responsible for seeing that the chapter receives state and national recognition.

Please complete using black ink.

Name: ________________________________________________ Class: ______________________

Address: ___________________________________________________________________________

Number of Years in FBLA-PBL: __________________ E-mail: ________________________________

Position desired: (Check one)

o President o Reporter

o Vice President o Historian

o Secretary o Parliamentarian

o Treasurer

Present Schedule:

Time Course Teacher Room

�–9 am

9–10 am

10–11 am

11 am–12

12–1 pm

1–2 pm

2–� pm

�–4 pm

Business Courses Taken (including this year):

_______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

_______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

_______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Why do you want to become an officer for FBLA-PBL? (you may include this on a separate sheet of paper if desired):

I-22



Sample Thank You letter to Professional Members

August, 2004

Dear _____________________:

Thank you for becoming a Professional Division member of the _________________ Chapter of Phi Beta Lambda.

Your role in our organization is vital to our student members who look to you as role models for the future careers that they hope to have. You are their link to the real world and an invaluable resource to your local chapter(s).

Our members look forward to receiving valuable information about business from you. With your help, our members will continue to develop both their business and their leadership skills. In addi-tion, we would like to invite you to participate in one or more activities to enable us to succeed in achieving our goals for the year.

• Volunteer to become part of the ______ chapter Business Advisory Council. This would in-clude attending at least two strategic sessions in the coming year and agreeing to help a mem-ber prepare for regional/district and/or state competition.

• Provide a job shadowing opportunity or a business tour for a group of chapter members.

• Work with a student team to create a Business Plan or Partnership with Business Project.

• Volunteer to be a guest speaker for a business class or a local chapter meeting.

Enclosed you will find my business card with contact information. Thank you for helping to make our organization successful! Your support of our chapter is greatly appreciated.

Sincerely,

John H. Smith, PBL Chapter President

Enclosure

I-2�



Local Chapter Monthly Report Form

The Secretary should complete the report below with a brief description of the activities in each area and submit to:

FBLA-PBL Adviser _______

FBLA-PBL President _______

FBLA-PBL Vice President _______

FBLA-PBL Reporter _______

FBLA-PBL Secretary Notebook _______

Chapter Name:

Report for the Month of:

Recruitment and Public Relations Activities:

Leadership Activities:

Community and School Service Activities:

State and National Projects and Conferences:

Monthly Chapter Success Story:

Other:

I-24



Project Activity Report Form

Description of the Activity:

Purpose of the Activity:

Steps to Complete Project:

Target Dates ________________________ Cost: ________________

Briefly describe steps below:

How many FBLA-PBL members participated? _______________

What was accomplished and what effect did it have?

Audience reached: __________________________________

Publicity received: (Attach to report.) Project successful? _____ Yes _____ No

Suggested improvements: __________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

__________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Committee: ________________________________ date: _______________

Check appropriate report (only one)

_____ Business Knowledge and Skills _____ Public Relations

_____ Community Service _____ Fundraising

_____ Leadership/Professional Development _____ Social

I-25



LOCAL ChAPTER ORgANizATiON LESSON PLAN

Lesson Objectives

■ Communications

– Communicate in a clear and correct manner when participating in a group discussion or prob-lem resolution.

– Participate in group discussions for problem reso-lution.

– Identify and overcome major barriers to listening.

– Participate as a productive member of a group.

■ Lifelong Learning

– Demonstrate appropriate interpersonal skills when working with others in small groups, in business, and in local chapter activities.

■ Critical Thinking Skills

– Demonstrate critical, creative, and analytical thinking to solve both individual and group prob-lems.

introductory icebreaker to lesson plan: (Time: 5-10 minutes)

Pass around a bowl of M&M’s. Have each student take some M&M’s. For each M&M that a student has, he or she has to tell something about him or herself.

Notes:

– Strong Communications in a local chapter between the adviser, officers, and members = Success

– It is easy to get the wrong message across if you are not careful. Make sure that you have directions, whether your communications are oral or written.

– A good example happened when General Motors introduced the Chevy Nova in South America. Company executives were unaware that in Span-ish, “no va” means that it won’t go. The company later renamed the car to appeal to the Spanish Markets.

– What does this show about communications?

Reinforcement activity: (Time: 10-15 minutes)

Put the following items on the front table: peanut but-ter jar, jar of jelly, loaf of bread, knife, spoon, and nap-kins. Ask students to write directions on “How to Make a Peanut Butter and Jelly Sandwich.” Allow a short time

for writing directions. Have a volunteer read his or her directions one sentence at a time as another student volunteer follows the directions exactly as they are writ-ten. (Example: “Put peanut butter on bread.” Student volunteer places the peanut butter jar on top of the loaf of bread.) This exercise reinforces the importance of speaking with clarity and listening with understanding.

Notes:

– When you are speaking, writing, or in conversa-tion with another person you need to focus on the person or audience that you are speaking to.

– On the average Americans talk 100-125 words per minute and think about 400 words per minute. We fill in the gap with our own thinking and lis-tening. We tune into a speaker for 10 seconds and then exit for a mental holiday.

Reinforcement Activity: (Time: 5-7 minutes)

The “I’s “Have it. Have students find a partner. For five minutes, tell them that they can talk about anything in the world that they want to discuss. There is just one rule: The student can not use the word “I”. The objec-tive of this exercise is to illustrate how we tend to be more self-centered than we may have thought, and to demonstrate the importance of focusing on the other person.

discussion questions:

– How many of you were able to talk for those five minutes without using the pronoun “I”?

– Why do so many of us have difficulty avoiding the over use of “I” in conversation?

– How do you feel when talking to or listening to some-one who starts every sentence with the word “I”?

– How can we phrase our communications to better focus on the other person?

– If you did not use the word “I”, what strategies did you use to avoid it?

Notes:

– Strong communication skills are crucial when working in groups and committees in a local chapter.

– Today’s businesses are looking for employees who can work as part of a team.

– It is important to not only communicate in a correct manner when participating in a group discussion, but also use creative thinking to solve a problem.

I-26



Reinforcement activity: (Time:15-20 minutes)

Selling a zmoot. Divide students into groups. Each group is asked to sell a strange object to the rest of the class – a “Zmoot”. The sky is the limit on objects. The “Zmoot” can be almost anything, as long as it is unusual. You will need different objects or photos (often a garage, basement, or storage area is a great place to look for unusual items) for each group. Give each group about 15 minutes to develop a “skit” to sell their item. Each group will present out. If you are using a photo or drawing, you may want to use an overhead projector. (See the grading sheet on the next page.)

Conclusion:

discussion Points:

– Why is strong communications important in a local chapter?

– How does it contribute to the success of a chapter or a business? Give a business example or a chapter example.

I-27



FBLA-PBL Live Commercial grading Sheet

For this project, students are to create a “LIVE” commercial selling a Zmoot.

The group commercial will be graded using the following criteria:

Objective/Competency Points Possible Points Awarded

Commercial shows creativity and originality. 15

Commercial is 1-2 minutes in length. 10

All group members are involved and have parts for the 15 “LIVE” presentation.

Commercial appeals to the audience. 10

Commercial does a good job of explaining 10 what a Zmoot is.

Commercial does a good job of selling the product. 15

Commercial and product must be appropriate. 10 for classroom

Commercial progresses logically and is well thought out. 15

Total Points 100 Comments:

Student Group Members: _____________________________________________________________________

Date: _____________________________________________________________________________________

I-2�





Recruitment

Recruiting Student Members Special Recognition

Step 1 – Publicize! Informational PowerPoint®

Step 2 – Give Incentives! Icebreaker

Step 3 – Offer Rewards!

Step 4 – Enter Competitions!

Membership Building Ideas Recruitment

Public Visibility Projects

Ideas for Local Meetings

Professional Activities

FBLA-PBL Week (2nd Week of February)

American Enterprise Day (November 15)

Partnership with Business

Social Activities

Community Service

Recruiting Your School Administration

Recruiting Professional Members Chapters Rewarded for Recruiting Professional Members

How to Recruit

FBLA–PBL Professional Division Membership Application (form)

Gift Membership in the Professional Division (form)

Sample Member Recruiting Letter (Added, 8/99)

FBLA–PBL Local Membership Application (form)

Recruitment Lesson Plan FBLA-PBL Brochure Grading Sheet

II-2

R E C R U I T M E N T



II-3C H A P T E R M A N A G E M E N T H A N D B O O K (2006 – 2007 PBL Version)

Recruitment

The most important resource any organization has is its membership. The more dependable, enthusiastic members you attract – the more you can accomplish. Make your chapter stronger by keeping these points in mind.

■ A large and diverse membership makes for rich brainstorming sessions and unique projects.

■ Individual workloads are lightened when there are more hands to do the work.

■ Bigger is better – when it means that you have re-sources to dedicate to many worthy activities.

■ FBLA-PBL’s recognition and influence are assured when a larger portion of your student body and, by extension, your community is involved in your activities.

■ Your members enhance the chapter as a whole – while the chapter enriches your members.

RecRuITInG STuDenT MeMBeRS1. Form a recruitment committee:

– Involve both returning and new members.

– Assign specific responsibilities and accountabilities.

– Ensure adequate resources (human, financial, time, etc.) are allocated.

2. Set realistic goals.

– Set goals that are challenging, but not overwhelming.

– Make sure everyone involved is committed to the goals.

3. Discuss and plan a winning strategy: Assess your membership. Know your membership base. Has it increased or decreased over time? Go over your past membership records. Chart your findings to better visualize your growth. Once you understand these findings, you can set much more targeted, more realistic membership goals.

– Start by making sure you know your market and your potential members.

– Focus a brainstorming session around the true benefits of being involved in FBLA-PBL.

– Talk with other chapters to discover successful programs.

– Utilize the recruiting materials provided by the national and state chapters.

– Identify incentives to motivate both current and prospective members.

– Involve everyone who can help (faculty, counsel-ors, administration, parents, friends, state officers, national officers, etc.)

4. Develop detailed work plans to implement the tech-niques that you select:

– Assign work to individual members and delegate.

– Develop specific timelines.

5. Implement your plans, then follow through:

– Evaluate your plan regularly to make sure it’s working. Make adjustments as necessary.

– Remain open and flexible.

6. Get started!

SpecialRecognition

FBLA-PBL recognizes local chapters who either (1) increase membership over last year’s total or (2) recruit 100% of a single course as chapter members. Application forms for the Membership Achievement Award and the 100% Class Participation award are included in the Chapter/Member Recognition section, page VI-26.

100%

II-4



Every student is asked to write one word down from a pre-chosen category (i.e. vegetables: carrot; cats: Siamese; bird: duck). All names are put into a container and then everyone must randomly choose one. The facilitator and officers help tape the paper to each person’s back. Allow 5-10 minutes (depending on the group size) for everyone to figure out what he/she is. Players must ask each other “yes” or “no” questions (i.e., “Am I green?, Am I big?, Am I small?”) but no one may ask the same person more than one question at a time. Mingle! Mingle! Mingle! After 5-10 minutes, each person must announce who or what he/she is before remov-ing the sign.

Step 1 – Publicize!

■ Display official FBLA-PBL posters from the Chapter Management Handbook.

■ Make flyers with catchy slogans and important informa-tion to give out between classes or to hang on the wall.

■ Explain the benefits of joining FBLA-PBL.

– Acquire leadership skills

– Win recognition at conferences

– Become part of a team

– Gain community service experience

– Improve or enhance job skills

– Travel

– Meet new people

– Meet business professionals

– Earn scholarship money

– Compete in business skill events

■ Set up an exhibit booth at Freshman Orientation during the first few days back to school to explain the benefits that FBLA-PBL provides.

■ Place an ad in your school newspaper about FBLA-PBL.

■ Send a letter to every faculty member on your campus asking them to recommend students who they feel would be interested in or benefit from FBLA-PBL. Compile a list of names and send these students invitations to a meeting.

■ Talk it up! Members who are enthusiastic about FBLA-PBL will spark an interest in other prospective members.

■ Create a chapter newsletter.

■ Obtain a message board in your school to publicize FBLA-PBL.

■ Download one of the informational power point FBLA-PBL presentations from the Web site (www.fbla-pbl.org) and show it at a chapter meeting.

Step 2 – Give Incentives!

■ Sponsor an event to gain publicity for your chapter such as:

– A pizza party.

– A business or educational opportunity such as a tour of a local business, a career day, or an activity fair.

– A concession stand at a school event.

– A seminar, lecture, or workshop involving local business people.

■ Serve refreshments at meetings.

■ Make meetings as fun, enjoyable, and interactive as possible. Icebreakers and getting-to-know-you exercises serve this purpose well, especially when bringing together new members. Try the one below in a local chapter meeting.

■

Hold a welcome banquet or ice cream party for members to become familiar with the objectives of your chapter and to get acquainted with other mem-bers.

■ Present members with T-shirts, certificates, and pins.

Step 3 – Offer Rewards!

■ Go out to dinner as a chapter.

■ Hold group socials.

■ Have a swimming party.

■ Give scholarships from FBLA-PBL to outstanding members.

■ Institute a rating system where each activity has a specific point value. At the end of a designated time period, give a prize to the member with the most points! (See the sample point system in the Local Chapter Organization section, page I-5).

■ Display awards from competitions in your school.

■ Give a prize to the member who recruits the most new members.

Step 4 – enter competitions!

■ Enter members in competitions on all levels: local, state, and national.

■ Enter members in the many different member-ship programs that FBLA-PBL offers. (Information and details on these programs may be found in the Chapter/Member Recognition section).

II-5



MeMBeRShIP BuILDInG IDeASThe members of FBLA-PBL are the most important part of the organization. To maintain this membership and to continue to expand, the local chapter executive board must take responsible to recruit members. Getting members to join is an ongoing effort. Many chapters sponsor both a first semester and a second semester recruitment campaign targeting the non-members in their school. Chances are that if the non-members’ peers are in FBLA-PBL, then he/she will be more willing to join. Chapters that are successful in increasing member-ship numbers have found that the key to growth is plan-ning and implementing a variety of different chapter activities. These chapters realize that recruiting and signing up members is only the first step in the process. Officers and advisers can encourage full attendance at meetings by making sure that activities sponsored by the chapter reflect the wishes of the group, not just those of the officers or the most vocal members. Officers need to realize that people’s time is valuable, so make sure that all activities have a purpose and an agenda, and then stick to them. Brainstorming sessions should be held regularly and ideas that come out of them should be fol-lowed up. The successful chapters make time for social-izing and plan at least one activity per semester that is just for fun. Listed below are membership building ideas from chapters across the country.

Recruitment

■ Have your local officers speak to business classes and to other classes.

■ Have the local president write a letter to incoming freshmen and new students at the beginning of the year.

■ Create “Ask Someone who Knows” posters and have current members wear stickers with the same word-ing.

■ Have a table or booth at a school function.

■ Provide members with a bookmark with the selected theme.

■ Be creative! Use a theme such as "Fishing for a Few New Members." Officers can prepare fish hats for each new member which they can wear at their first official FBLA-PBL meeting. Make sure that you take a photo of your "Catch of New Members" and pre-pare a newspaper article for the school and the local newspaper.

Public Visibility Projects

■ Speak about FBLA-PBL to Rotary Clubs, other civic groups, Chamber of Commerce, in your classes.

■ Write articles for: Tomorrow’s Business Leader, PBL Business Leader, local, state, or national FBLA-PBL publications, and the school newspaper.

■ Contact the local newspaper and have them pub-licize your chapter’s activities (send them press releases).

■ Create a chapter Web page.

■ Conduct a radio interview about FBLA-PBL.

■ Have television coverage of chapter activities/meetings.

■ Design a chapter poster.

■ Purchase an electronic billboard to post upcoming activities and deadlines.

■ Create a chapter display case (keep up-to-date pic-tures, articles, and awards).

■ Design chapter T-shirts (get creative!).

■ Appoint a Public Relations Committee.

■ Utilize the school intercom to remind members of events, and bring attention to members’ accomplish-ments.

■ Have local officers wear name badges to meetings, FBLA-PBL functions, and conferences.

Ideas for Local Meetings

■ Invite local businesses to give presentations.

■ Conduct FBLA-PBL trivia games and Quiz Bowl competitions.

■ Sponsor public speaking practice events.

■ Plan icebreakers (“Games Trainers Play” and other books like this available at any bookstore in the Self-Help section are helpful).

■ Plan study time for competitive events.

■ Have team building or leadership activities.

■ Sponsor joint meetings with other local FBLA-PBL Chapters and other student organizations.

■ Invite special guests to give presentations (State/Na-tional Officers, local business people, motivational speakers, local celebrities – news anchors, local athletes, local politicians).

■ Make a video project to recruit FBLA-PBL members, to activate/reactivate chapters, or to obtain corpo-rate sponsorship.

■ Plan parties for special occasions.

■ Show business videos (dress for success, public speaking, parliamentary procedure, etc.).

II-6



■ Videotape conferences (state, national) and play dur-ing a meeting. This is a great incentive to get more members to attend conferences.

■ Make a chapter scrapbook.

■ Have a Member of the Month.

■ Hand out a FBLA-PBL Fact Sheet summarizing the programs and activities of the organization.

Professional Activities

■ Establish a career shadowing program for members.

■ Form a local business advisory committee.

■ Sponsor business tours to area businesses.

■ Attend Chamber of Commerce meetings.

■ Hold an entrepreneurship session.

■ Sponsor a businessperson panel. Invite several local businesspersons to attend a meeting and discuss their careers. Include question and answer time.

■ Attend a career fair.

■ Hold a leadership training session for newly-elected officers.

■ Attend business competitions, regional/district, state, and national conferences.

FBLA-PBL Week (2nd Week of February)

■ Sign a local chapter FBLA-PBL proclamation with the Mayor proclaiming National FBLA-PBL Week.

■ Wednesday is set aside as FBLA-PBL Adviser Appre-ciation Day! Honor your local chapter adviser with a gift.

■ Sponsor a Faculty Appreciation Breakfast.

■ Sponsor a Local Business persons’ Breakfast.

■ Sponsor a different activity during each day of this week. For example:

– Monday: FBLA-PBL T-shirt and Sweatshirt day.

– Tuesday: Cookie Day for members.

– Wednesday: Business Attire Day.

– Thursday: Blue and Gold Day.

– Friday: Cake Day for members.

■ Have radio and newspaper ads.

■ Decorate the school/campus with posters promoting FBLA-PBL.

■ Tour a business.

■ Invite parents, administrators, and the community to attend a meeting.

■ Sponsor a Staff Recognition Day.

■ Sponsor seminars on the world of work (education, media, law enforcement, finance, medical, etc.)

■ Give fruit baskets to faculty.

■ Prepare a bulletin board.

■ Celebrate FBLA-PBL Community Service Day on Saturday.

American enterprise Day (November 15)

■ Create and place posters around the community and in school.

■ Sponsor a business guest speaker at a meeting.

■ Have a business trivia game for the membership at a meeting.

■ Sponsor Free Enterprise poster contest for elemen-tary students.

■ Prepare a free enterprise Microsoft® PowerPoint® presentation to present to area elementary schools.

■ Prepare an article for the local and the school news-papers.

■ Write a letter to the editor of the community news-paper on the topic of American Enterprise.

Partnership with Business

■ Attend a business organization’s luncheon (i.e. Ro-tary Club).

■ Do a database mailing for a local business.

■ Have members offer to be Internet researchers for companies.

■ Design Web pages for businesses.

■ Help businesses with their inventory.

■ Hold your chapter’s installation and initiation ceremony at a local business preceding a tour of the facilities.

■ Hold a social hour with business professionals.

■ Participate in The Stock Market Game and have a stock-broker speak at a meeting.

Social Activities

■ Host an annual picnic at the beginning of the school year for prospective members to ask questions and to learn about FBLA-PBL first-hand.

II-7



■ Decorate an FBLA-PBL float for Homecoming.

■ Have members do Christmas caroling. Follow this up with a Christmas party.

■ Have joint activities with other school organizations such as bowling, pizza parties, taco buffets, etc.

■ Have an end-of-the-year banquet with a slide show.

■ Sponsor a movie party.

■ Sponsor a volleyball tournament.

■ Sponsor “Organization Olympics” (different organi-zations compete against one another).

■ Adopt-a-highway.

■ Sponsor an Easter egg hunt for area elementary students.

■ Take members to an amusement park.

■ Have a Halloween costume party with prizes for the best costumes.

■ Sponsor a haunted house for the community.

■ Hold a scavenger hunt where members must per-form a “stunt” and be photographed while they are collecting the items.

■ Sponsor a snow softball game.

community ServiceMarch of Dimes

■ Sponsor a WalkAmerica (collect pledges per mile walked).

■ Have a dime collection in schools/classrooms.

■ Place March of Dimes collection cans throughout the school and in businesses.

■ Sell March of Dimes Beanie Babies (contact your local March of Dimes branch for more information).

■ Find a child who has benefited from the March of Dimes and have them tell their story at a meeting.

■ Sponsor a silent auction to raise money for the March of Dimes. Get prizes donated from area busi-nesses.

While recruitment is crucial to the success of a chapter, retaining members is also an important goal. Activities should be planned to spark the interest of the faithful members. Remember to use meeting to inform your members on upcoming events such as community

service, competitions, and workshops. Below are some additional tips:

■ Offer incentives for members to join for an addi-tional year (i.e. – special membership pins, special FBLA-PBL items, special certificates, etc.)

■ Offer free food at meetings.

■ Host a special chapter retreat for all past members to help develop ideas for recruiting new members. Goals such as the following could be developed:

– To increase membership by 10%.

– To have every past member recruit one new mem-ber.

– To increase membership by doing more to get our names out in the community and in the school.

– To create thank you cards (or holiday cards) to show appreciation to all of our members.

– To create and distribute a brochure to incoming freshmen and sophomores.

– To create and distribute a monthly chapter news-letter to keep all members informed of important activities at the local, state, and national level.

■ Get past members involved in organizing activities and projects. Build on their experience to make the chapter successful.

■ If a past member recruits a new member, award them a prize.

■ Be flexible with events and meeting schedules.

■ Implement a mentor program, teaming up new members, with your experienced members – make them feel important.

■ Show appreciation for past members by honor-ing them as part of the ceremonies for a induction ceremony for new members or an officer installa-tion ceremony. Recognize any members who won competitive events the previous year in state and/or national competition.

■ Implement a "Hall of Fame" for past members. Four or five outstanding past members could be inducted into this Hall of Fame each fall (display their photos and bios in an ongoing scrapbook).

RecRuITInG YOuR SchOOL ADMInISTRATIOnYour FBLA-PBL chapter is one of many activities sponsored by your school. By keeping your campus’s officials and administrators involved and aware of your activities, you will show them that your program is among the most valuable to the school. Depending on your campus’s particular organization you may want

II-�



to target decision-makers such as department heads, deans, or college presidents. You can ask campus of-ficials to attend any of your regular meetings or special events such as an officer installation ceremony or new member induction ceremony. Recruit them to make a speech or presentation to your membership and your guests. As your chapter activities grow and flourish during the year, keep campus officials informed of your progress and success. Send them periodic updates telling them what you have accomplished, how the school and its students/faculty benefited, and what you are going to do next. Make your chapter available to support and assist school officials. Volunteer to help with campus projects, Make sure that your chapter has good visibil-ity in supporting the campus and in supporting other organizations.

RecRuITInG PROFeSSIOnAL MeMBeRSFBLA-PBL’s Professional Division offers established businesspersons the chance to help, teach, and encour-age the rising generation of business leaders. Profes-sional members give students the chance to work one-on-one with experienced leaders.

Who can Join: Anybody – former members, em-ployers, educators, parents, businesspersons, commu-nity supporters – who has an interest in FBLA-PBL can become a Professional Division member.

Membership Options: The Professional Division offers two types of membership. Dues for the basic, one-year membership are $23 per year ($� of this amount is rebated to the state chapter). Lifetime membership is available for a one-time fee of $350 ($50 rebate to the state chapter), or for ten installments (on a credit card only) of $37.50 each. Members receive The Professional Edge, PBL Business Leader, and Tomorrow’s Business Leader. They also receive hotel and car rental discounts. Registration fees for the FBLA-PBL national conference are waived for lifetime members paid in full. See the Professional Division Member Application form at the end of this section.

chapters Rewarded for Recruiting Professional Division MembersEvery time a person joins the Professional Division through a chapter, that group gets credit. When a chapter brings in many Professional Division members, it has a chance to win recognition on the regional and national level. This includes a plaque or a trophy to bring back to their school.

Professional Division Membership awards are presented at the National Leadership Conference in the following categories for both FBLA and PBL Chapters:

■ Largest State Chapter Membership – Professional Division (by affiliation)

■ Largest Local Chapter Membership – Professional Division (by affiliation)

In the fall, one overall national award is presented to the local and state chapter (by affiliation) for Largest Chapter – Professional Division. The spring awards are presented at the National Leadership Conference. First and second place awards are presented in each region and three (3) national awards are presented overall for state chapters and one (1) national award is presented for local chapters.

The dues receipt deadline for recruitment of profes-sional members to qualify for these awards is the first Friday in April.

how to RecruitRecruiting professional members is not so different from recruiting student members. Identify individuals who have an interest in FBLA-PBL and who support its goals and ideas. Then, communicate benefits that they will receive as a result of their participation.

■ Local chapter Involvement. Interaction with mem-bers, community service, and mentoring programs.

■ national/State conference experience. Workshops, travel, company representation, state/national center experience.

■ national Membership card. Discounts for Alamo car rental and Cendant hotels (Days Inn, Howard Johnson, Knight’s Inn, Ramada Inn, Travelodge, and Wingate Inn.)

■ national Publications. The Professional Edge, and either Tomorrow’s Business Leader or The PBL Busi-ness Leader.

■ Interactive Web site. Contains information and al-lows for idea exchange.

Your chapter can offer professional membership to area business leaders, chapter boosters, parents, teachers, administrators, and alumni. You can give gift memberships to show your chapter’s appreciation or admiration, or you can use the following steps to recruit potential members:

■ Form a professional membership recruitment committee.

II-�



■ Set realistic goals for your professional membership. How many members do you want? What would you like them to contribute to your chapter? What ac-tivities would you like them to assist with/co-spon-sor?

■ Brainstorm, in committee, to generate a list of indi-viduals.

■ Discuss and develop a recruitment strategy. What are the benefits of professional membership? What will membership responsibilities entail?

■ Have committee members set up appointments with and make presentations to the individuals and/or business groups on your list.

■ Conduct your meetings. Be sure to be on time, ap-propriately dressed, concise, well organized, and respectful of the business professional’s time.

RecRuITMenT LeSSOn PLAn

Lesson Objectives


– To describe the benefits of participating in school and community activities.

– To demonstrate appropriate interpersonal skills when working with others in small groups.

– To demonstrate the ability to work as part of a team through projects, activities, and meetings.

Working Together A professional member can do much to enhance your chapter and its activities. You can use professional members as the core group in establishing a Business Advisory Council for your chapter. Business Advisory Councils are made up of between five and ten business leaders in your community – representatives from local companies, small businesses, and the professions.

Use your chapter as a resource for information and problem solving. Your council can give your chapter an inside track on business: council members can set up tours, assist in matching donations for fundraisers, spon-sor and underwrite chapter activities, serve as role models for Shadow Days, and much, much more.

A professional member can do much to enhance your chapter and its activities. Depending on the particular af-filiation of the professional member, he or she can:

• Serve as a boosters group.

• Start a speaker’s bureau.

• Share real-life experiences at meetings and workshops.

• Arrange tours of local businesses, organizations, and facilities.

• Network with media contacts.

• Provide logistic resources (conference space, office equipment).

• Serve as mentors in the competitive events and other programs (stock market games).

• Judge at local and state competitions.

• Help raise funds through corporate donations.

• Provide internships and job shadowing opportunities.

• Provide scholarships.

What can you do for them?• Host an appreciation luncheon, dinner, or picnic.

• Offer to do some spring or fall cleaning for their business.

• Write articles for their business or organization newsletter.

• Assist the business or organization with a charity activity.

• Offer an Internet course.

• Advertise them and their services at your school.

II-10



FBLA-PBL Professional DivisionMembership Application Form

Name: ______________________________________ Occupation: _________________________________

Mailing Address: _______________________________ Home Phone: ________________________________

City: ________________________________________ State: ___________ Zip: ______________________

Employer: ____________________________________ Business Phone: ______________________________

Business Address: ______________________________ Business Fax: ________________________________

City: ________________________________________ State: ___________ Zip: ______________________

Specify Affiliation: ❐ FBLA ❐ PBL ❐ FBLA–Middle Level

E-mail Address: ______________________________________________________________________________

Membership Type: ❐ Annual ($23) ❐ Lifetime ($350)

Credit Card: ❐ Visa ❐ MasterCard Card #: ____________________ Exp. Date: _______

Member History (please check all applicable categories):

❐ New Member ❐ Former FBLA Member ❐ Businessperson ❐ Renewal

❐ Former PBL Member ❐ Adviser ❐ Parent of Member ❐ Friend of the Association

❐ Other

Credit ___________ state chapter with my membership. Credit the following school for my membership: _____

Make checks payable to: FBLA-PBL Professional Division ____________________________________________ Send to: Professional Membership Dues FBLA-PBL, Inc. 1�12 Association Drive Reston, VA 201�1-15�1

Business Advisory CouncilsYou can use professional members as the core group in establishing a Business Advisory Council for your chapter. Business Advisory Councils are made up of between five and ten business leaders in your community – representatives from local companies, small businesses, and the professions.

Use your chapter as a resource for information and problem solving. Your council can give your chapter an inside track on business: council members can set up tours, assist in matching donations for fundraisers, sponsor and underwrite chapter activities, serve as role models for Shadow Days, and much, much more.

II-11



Gift Membership in the Professional Division

Do you have a businessperson in your community that helps out your chapter? Does your college dean or other teachers help with your chapter activities? Have you thought about honoring them with a gift membership in the Professional Division?

As professional members, your chapter’s supporters can continue to work with your members. They will receive national publications such as The Professional Edge, Tomorrow’s Business Leader, and The PBL Business Leader. By receiving these publications, they stay informed about all of the benefits and opportunities that FBLA-PBL provides.

To give someone who has helped your chapter a gift membership, simply fill out the Professional Division Applica-tion form on the previous page, and enclose either the annual ($23) or the lifetime ($350) fee. Use the certificate below to present your Professional Division Gift Membership at a meeting or an official ceremony such as the officer installation and new member induction ceremony that is described in the Local Chapter Organization section.

Future Business Leaders of America–Phi Beta Lambda, Inc.

In recognition of your continued support, we proudly present you

with a “gift” membership

in the Professional Division of FBLA-PBL.

Thank you for your dedication!

Adviser Date President

II-12



Sample Member Recruiting Letter

August, 2004

Dear _________________:

It is my pleasure to invite you to join Future Business Leaders of America-Phi Beta Lambda. FBLA-PBL is a national association of more than 250,000 students interested in becom-ing more successful in the business world.

Membership in FBLA-PBL helps you learn about business and gives you the opportunity to see the “real world” through interaction with business leaders from across the country! You will discover the secret of being able to talk confidently with prospective employ-ers, and you will experience the chance to test your business skills in state and national competitions.

Membership will provide you with:

■ Career preparation opportunities

■ Leadership development and achievement

■ Outstanding leadership conferences

■ Challenging competitions

■ Community service experience

■ Friendship and fun

■ Informative publications

■ Scholarships and prizes

■ Internships

Meet and make friends with members of your own school and other schools across the country! Join in the fun and participate in local activities like pizza parties, business tours, and social activities.

Interested in joining? Fill out the attached local chapter membership application form and return it to ________________________________, FBLA-PBL adviser in Room ________. Don’t miss out on the fun!

Sincerely,

II-13



FBLA–PBL Local MembershipApplication Form

Future Business Leaders of America-Phi Beta Lambda, Inc. (FBLA-PBL) is the oldest and largest national orga-nization for students preparing for careers in business leadership. FBLA-PBL prepares students for “real world” professional experiences. Members gain the competitive edge for college and career successes. More than a quarter of a million students in 6,000 schools participate in this organization.

FBLA-PBL will provide you with:

■ Travel Opportunities

■ Challenging Competitions

■ Scholarships and Prizes

■ Leadership Development

■ Community Service Experience

■ Friendship and Fun

FBLA-PBL takes you to major cities throughout the United States such as Orlando, FL; Nashville, TN; and Dallas, TX. You will get to know people in your state and across the nation at state and nationally sponsored events.

Members have the opportunity to compete for awards and recognition on the local, state, and national levels in more than 40 different event categories including Web page design, marketing, business plan, public speaking, job interview and much, much more!

Become a leader in your school, state, or country when you become an officer. Win money! Travel! Learn to lead! Develop friendships! Earn recognition! All of these adventures and more await you when you become a member of FBLA-PBL.

To become a local member, please fill out and return the form below.

PBL Member Sign up WorksheetPlease return to the attention of your local chapter adviser:

❐ Yes, I want to join FBLA-PBL.

First Name: _______________________________ Last Name: _______________________________________

Grade: ❏ Freshman ❏ Soph ❏ Jr ❏ Sr Gender: ❏ Male ❏ Female

Address: ____________________________________________________________________________________

City: ________________________________________ State: ___________ Zip: ______________________

Phone: ______________________ E-mail: _______________________________ Birthday: _______________

I was recruited by _________________________________

(Chapter Officer/Adviser Use Only)

This member has paid dues: ❏ This member has been entered online: ❏ _____

II-14



– To demonstrate the ability to work independently.

■ Problem Solving

– To demonstrate critical, creative, and analytical thinking to solve both group and individual prob-lems.

■ communications

– To communicate in a clear and correct manner when participating in a group discussion for problem resolution.

– To use technology to enhance the effectiveness of communications.

– To participate as a productive member of a group.

Introductory IceBreaker to Lesson Plan: (Time: 5-10 minutes)

Jelly Bean Jam. In each envelope insert nine jelly beans of different colors. Give an envelope of jelly beans to each student. Tell your members that the object of this game is to get nine jelly beans of the same color. To do this, they are to ask others for the color of the jelly bean that they want and then trade one of theirs. They may trade only one jelly bean at a time. The first person to get nine same color jelly beans is the winner. Award a prize to the winner.

notes:

– In order to recruit and maintain PBL members, you need to make all members feel important and part of the group.

– Adding an IceBreaker where students can interact at a meeting helps make students interested.

– The best source of recruitment is motivated stu-dents. Those members who have fun at a meeting will “spread the word” to other post-secondary students.

Reinforcement Activity: (Time: 5-10 minutes)

Mission Possible. Make four sets of puzzle pieces with a word on one part and the definition on the other. (Use recruitment tips and information from this tab – many graphics software programs such as Print Master® have puzzle makers on them or the internet offers many free downloads). Divide members into four groups and pass out one set of puzzle pieces for each group. Play the theme song from the Mission Impossible as the partici-pants try to match the words with the definitions.

notes:

– Through this activity we reviewed important recruitment tips that will help us with our most important resource – our members.

– Know your membership base – has it increased or decreased over the time. Why or why not?

– Publicize – explain the benefits of joining FBLA-PBL.

– Give incentives.

– Enter competitions.

– Implement effective recruitment ideas and activi-ties. (May want to refer to some of the different activities in this tab, pages II-5–II-7.)

Reinforcement Activity: (Time: 20 minutes)

Divide members into three different groups. Each group is to elect a recorder and a spokesperson to report out. Each group works on the problem below and then reports out at the end. Collect the notes at the end and have the chapter secretary type up the ideas for possible projects.

Situation #1

You are working on trying to get more members to attend your chapter meetings. How are you going to promote this to your peers? What recruitment ideas will you use? What incentives will you provide to get them to attend? Please list the ideas that you have.

Situation #2

Travel is an incentive for recruiting and retaining mem-bers. Your campus has just given your chapter the okay to attend the National Fall Leadership Conference using the school van. List some ideas on how your chapter will raise money for members to attend this conference.

Situation #3

Public visibility and public relations projects help both the school and the community become more aware of FBLA-PBL and the benefits of membership. Come up with a top ten list of public visibility projects to promote your local chapter to the campus and the community.

notes:

– To recruit students into the chapter, communicate about conferences, competitions, meetings.

– Prepare posters, message boards, newsletters, web pages, etc.

– Share the benefits and opportunities that FBLA-PBL provides.

– Develop a local chapter informational brochure.

II-15



• One way that people learn about things is by reading about them.

• Businesses often use brochures to inform, educate, or persuade – quickly. They use a brochure to grab the reader’s attention and get them interested enough to want to know more.

• It should give enough information that the reader should not be left wondering “what is really about.”

• It should give the reader the most significant and interesting facts.

Reinforcement Activity: (1 class period)

Your mission is to create a tri-fold FBLA-PBL brochure informing students about the many opportunities the membership offers. Project requirements:

■ Cover panel (front of brochure must include FBLA-PBL logo and name of local chapter.

■ At least two photos.

■ Correct spelling and grammar usage.

■ Middle panels must include: Top 10 Reasons to join FBLA-PBL, description of Local, State, and National activities, FBLA-PBL’s goals and mission statement (found in the National Organization section of the Chapter Management Handbook, page VIII-3.) You may also include additional information.

■ The very back of the panel (when folded) should contact local chapter contact information, dues prices, and the FBLA-PBL national Web site address.

Use your own judgement about format, but remem-ber, FBLA-PBL is both fun and professional and the brochure should reflect this. Sue consistency through-out the publication (one font for headings and one for the body of the text; body text size 10 or smaller), and incorporate the use of at least one text box and two graphics. Printed double sided, folded on either tan or gray paper. See the Brochure Grading Sheet on the next page.

II-16



FBLA-PBL Brochure Grading Sheet

Requirement Points Possible Points Awarded

Correct setup for brochure (six total panels, correct order 20 of panels, correct margins, folds properly)

Appropriate font for headings and body text (body text 10 is relatively small—10 pt or less for entire document)

Eye-catching front cover panel 10

FBLA-PBL logo on the cover of the brochure 15

Middle panel includes: Top 10 reasons to Join FBLA-PBL, 25 description of local, state, and national activities, FBLA-PBL’s goals and mission statement. Back panel includes local chapter contact information

At least relevant photos or used. 20

Graphics are clear, professional, and add to the overall 10 appearance of the brochure

Professionalism/Instructions followed 10

Spelling, grammar, proofreading 30

Total Points 150

Comments:

Student Name: _____________________________________________________________________________

Date: _____________________________________________________________________________________

III-�C H A P T E R M A N A G E M E N T H A N D B O O K (2006 – 2007 PBL Version)

Fundraising

Fundraising Overview

Financial Report Sample Treasurer’s Report

Sample Journal

Budgeting

Conducting a Sales Campaign

Other Sources of Funds Campus Funding

Donations

Sponsorships

Local Dues/Member Contributions

Adviser Compensation

Special Funding Pool

Fundraising Activities M&M Guess Game

Pennies for the Planet

Business Boosters

Activities Calendar Sales

Food Concession

Lollipop Day/Donut Day

Window Decoration Contests

Pumpkin Carvings

Spook-o-grams

Halloween Dance

Turkey Raffles

Letters from Santa

Pictures with Santa

Cow Patty Bingo

Dash for Cash

Valentine’s Day Balloons

Entertainment Events

Night on the Town Package

Fashion Show

Pie Throwing

Dunk Tank

Computer Camp

Auction

Chapter Fundraising/Budgeting (form)

Conference Fundraising/Budgeting (form)

Sample Donation/Sponsorship Letter

Fundraising Lesson Plan Fundraising Word Search

National Fundraisers

III-2

F U N D R A I S I N G



III-�C H A P T E R M A N A G E M E N T H A N D B O O K (2006 – 2007 PBL Version)

Fundraising

What is fundraising? Fundraising is any activity that brings funding to your chapter for its projects. One of the key issues that local chapters must face is how they will find the funds necessary to conduct the activities they wish to undertake. Without adequate funds, even the most innovative and enthusiastic chapter will not be able to implement its program of work. A dilemma faced by most chapters is “Where will we get the money to conduct local activities and to participate in state and national conferences?”

FuNDRAiSiNg OveRview■ Have a Planning Meeting.

– Meet with campus administration to discuss procedures, financial requirements, dates open, complete forms, and secure approval for your project.

– Meet with the PBL officers.• Discuss the activities that your group is plan-

ning for the upcoming year.• Estimate the costs of these activities and com-

pare it to current funds available to determine how much additional money will need to be raised.

• Develop an event calendar, including your dead-lines; then determine the best time (usually well in advance) to have a fundraising event.

• Appoint a fundraising committee or coordinator.

■ Develop a Fundraising Plan. Choose the right fund-raiser for your chapter by taking into account:

– The number of members in your group.

– Members’ interests and skills.

– Members’ enthusiasm for the event.

– Members’ time commitments.

– Creative ideas (have a brainstorming session).

– Other fundraising activities already in progress.

– The best time of year for your fundraising activ-ity. Set the date. Pick dates that are not in conflict with other community or school fundraisers. Clear the date with the school.

– Any costs for the fundraiser (advertising, space, food).

– School rules and regulations.

■ Plan the Fundraiser.

– Choose an appropriate date based on the kind of fundraiser that you plan to have (taking into consideration weather, academic calendar, etc.)

– Reserve your room or location well in advance of the date.

– Plan your publicity campaign. Give the commu-nity paper plenty of notice about your fundraiser. Advertise in the school newspaper and talk it up with the student body.

– Form committees and delegate tasks.

– Watch your expenses – you don’t want to lose money on a fundraiser. A budget should be made.

■ The Event.

– Have fun with it!

– Make sure that you have an incentive program for your members.

■ Evaluate the Event.

– Go through all receipts and deposit any money immediately.

– Pay any bills accrued.

– Thank all members and sponsors who contrib-uted to the event.

– Discuss the logistics of the event.

III-�



• Was it successful?• What could have been done differently.• What are your recommendations for the next

event?• Could this be an on going annual event?

– Begin to plan for next year.

FiNANCiAL RePORTMembers need to be aware of how much is in the chap-ter treasury at all times, and how chapter fundraising money is being spent. At each meeting, the local chapter treasurer should present a financial report to the mem-bership. A sample format is below:

In addition to preparing a financial report, the

University of Virginia PBLReport of the Treasurer for Month Ending

November 30, 20—

Balance on hand, November 1, 20— $1549.63

Income (Receipts) Dues $ 80.00 Candy Sales 250.00 Spook-o-grams Sales 135.00 Bake Sale 100.00 Donations 200.00Total Income $ 765.00Total Funds Available $2314.63

Expenses (Disbursements) State Board Meeting $ 80.00 Nestle Candy Company 125.00 Printing 15.00 Food for Meeting 30.00Total Expenses $ 250.00

Balance on hand, November 30, 20— $ 2 0 6 4 . 6 3

University of Virginia PBL: Journal20— - 20— School Year

Date Description Chk # or Recpt # Received Paid BalanceSept. 1 Beginning Balance R101 $1,340.38Sept. 7 Candy Purchase C123 600.00 740.38Sept. 11 Dues R102 10.00 750.38Sept. 17 Candy Sales R104 400.00 1350.38

chapter treasurer should keep a journal entry report of the beginning balance, any income, and any expenses. A sample is on the bottom of the page.

HeLPFuL HiNTS■ Pick a fun theme for your fundraiser.

■ Form partnerships.

■ Involve parents.

The national association sponsors several fundrais-ing programs that are outlined in this section. Local chapters are encouraged to participate in one or more of these programs as their needs require. In addition, several state chapters also sponsor fundraising programs with which chapters should be familiar.

BuDgeTiNgA budget should be made at the same time the chapter’s program of work is being developed. (See the bud-get sample at the end of this section, page III-9). The program of work includes the goals and activities of the chapter. Anticipation of expenses will help a chapter to plan adequate fundraising activities and make it possible for a chapter to reach the goals outlined in the program of work.

The budget is divided into two sections: estimated receipts and estimated expenditures. To determine these expenses, it is suggested to complete the available finan-cial planning forms.

Questions to ask in determining the value or feasibil-ity of an activity:

■ Which FBLA-PBL goal(s) does this activity reinforce?

■ Will it be a business learning experience? How?

■ What are the risks involved? Are they worth the ben-efits?

■ Has it been well thought out and carefully planned?

■ Has it been tried in the past and can any pitfalls be avoided?

III-�



■ How will the funds be raised for this activity?

■ Will it make money?

■ Will it provide for business and/or community involvement?

■ Who outside the organization might be of assis-tance?

■ Have the school administration and advisory council been informed?

■ How will the activity be publicized, both before and after?

Priorities will have to be established. If attendance at conferences is a priority, then the FBLA-PBL Confer-ence Budget Form, page III-�0, should be completed to determine conference expenses. FBLA-PBL state and national offices should be able to give conference locations, dates, hotel rates and registration fees for the current year and the following year. This informa-tion will enable transportation and food expenses to be estimated.

If the chapter would like to participate in the chapter events such as:

■ American Enterprise Project

■ Partnership with Business Project

■ Community Service Project

■ Local Chapter Annual Report

then financial planning should be done for each project. The initial step would be to elect a chairman and form a committee to determine member interest. This will help in planning the scope of the project.

CONDuCTiNg A SALeS CAmPAigNA favorite fundraising technique is sales. Before conduct-ing a sales campaign, however, three crucial decisions must be made: what product to sell, to whom and when.

There are basically three choices for product... consum-able, permanent or semi-permanent. Consumable items can be sold on an annual basis, while more permanent products like toys, cookbooks, etc., should not be consid-ered on a regular basis. Members should be included in product selection since the sales force will be more enthu-siastic about pushing a product they selected.

Study the market to match product to buyer. Care-fully analyze this market and make realistic sales projections before building an inventory. If possible, take orders before stocking perishable items, such as fruits, Christmas greens, etc. Finally, when moving mer-chandise, remember that parents, relatives and fellow students are natural customer prospects.

Brainstorming can focus on promotional and public-ity angles, possible selling techniques and the different ways to motivate customer purchases. All members should be included in this activity.

Selecting the time for a fundraising event is just as important as product and market decisions. Careful planning will most likely make these timing decisions. Always allow ample lead time in preparation for the project.

Chapters should address one very key decision with regard to timing. What is the value of the concentrated sales effort versus an unlimited time for sales? The concen-trated effort is likely to be the more successful financially and educationally as well. Having two weeks to sell puts everyone to work much faster. Avoid procrastination by building periodic sales goals into the timetable.

There may be times, though, when the unlimited sales period is the best choice. In this case, hold periodic sales rallies to maintain momentum. Develop proce-dures to minimize the time spent on tracking money and accounting for inventory.

The experience gained in fundraising projects is as important as raising the money. Manage the project as any other chapter activity. First, get permission from school administration. Then establish an organization with lines of authority, delegate responsibilities and communicate these to all members. Follow a timetable, adhering to deadlines as closely as possible, and evaluate progress at different stages. Be prepared and be flexible enough to make changes along the way.

An organization chart can establish who takes orders, who maintains inventory, who keeps accounts, who deposits funds, etc. Keep the organization simple and uncomplicated with maybe just a chairman, accountant, sales manager and promotion manager.

Before the sales force “hits the streets” a few training and practice sessions are in order. A successful business does not send its sales force out without proper training and complete product knowledge. Role playing can help prepare members to overcome customer objections. Members must be fully prepared before the first sale is attempted.

Incentives or “commissions” can work wonders to motivate the sales force: offer prizes and recognition for effort and results.

The job is not over when the final dollar is counted. Often neglected, program evaluation is a valuable edu-cational experience. This process will help the chapter plan and conduct more successful events in the future.

From the outset, evaluation should be built into various planning and schedule checkpoints throughout the course of the project. Someone should track the project as it progresses – recording how it was organized,

III-6



methods for promotion, any problems that arise as well as particular success stories to note. The evaluation can close with suggestions for future projects of a similar nature.

OTHeR SOuRCeS OF FuNDS

Campus FundingAvailability of funds from the campus, business depart-ment and/or finance board should be checked first. It is recommended to submit the chapter’s estimated expenditures at budget preparation time to the campus administration to determine if any funds can be allo-cated for the current and/or future school year(s).

DonationsDonations are a great way to retain money raised by your chapter. Never buy anything that you don’t have to. Many stores are more than willing to donate food, prizes, cash, or anything they can to help you with your projects. Anytime you get something donated it isn’t costing your chapter a dime. That means that you are saving money. Remember when asking for donations:

■ Find members who aren’t afraid to ASK and delegate them this responsibility.

■ Send a letter first, then follow up one week later with a phone call.

■ Be polite.

■ Tell them who you are and let them know that you are working for a non-profit organization.

■ Ask for what you need and not what you want.

■ Remember to say thank you and acknowledge them as publicly as you can. (Note them in the press re-lease for the activity).

SponsorshipsSponsorships are not only a good way to raise money to support your chapter, but it’s also a great way to begin working with the businesses in your community. The number one thing you need to consider when trying to find sponsors for events and trips is what will the busi-ness get in return. Approach the business and be ready to bargain. (See the letter at the end of this section for a sample, page III-��.)

■ Offer student workers for a day or two.

■ Put their logo on your T-shirt.

■ Tell them their name will be on the press release about this project, activity, or trip.

When your students begin approaching the businesses, one of the key things to remember is to be professional and project a positive image. Being professional not only means being dressed well, but also means being prepared. Students should be prepared to answer all questions. For example, the business may ask, “What is FBLA-PBL?” or “Why should we help you?” Students should work together as a team and create a team presentation to present to the company. Finally, students should make sure that they have quality literature to leave with the company and ask for a contact for the company so that they can make a follow up phone call. Once your chapter forms a partnership or a sponsorship, don’t let them die. Try to maintain them year after year. Work with the same people and make sure that the company knows that they can rely on your chapter to help them if they need help, just as they helped your chapter in your time of need.

Local Dues/member ContributionsSome chapters decide to charge members local dues to offset expenses. In addition, members can also be asked to pay some or all of the costs to attend a conference.

Adviser CompensationMany advisers are reimbursed for the costs of attending conferences including transportation, registration, food and lodging. The reimbursement of these expenses can offset the chapter’s overall estimated expenditures.

Special Funding PoolSome states provide special funding to new and existing chapters. Compensation may also be available from the FBLA-PBL state office to students who qualify to com-pete at the National Leadership Conference.

FuNDRAiSiNg ACTiviTieSSuccessful fundraising programs are based on the kinds of things people like to do. The following highlights some tried-and-true fundraising ideas used by FBLA-PBL members.

m&m® guess gameFill a jar with M&Ms and students pay $.�0 to guess how many M&Ms are in the jar. Offer a prize to the winner.

III-7



Pennies for the PlanetHave a competition between all of the different business classes in your school to see how can bring in the most pennies.

Business BoostersEvery school has athletic boosters and band boosters – why not have business boosters? To be a business booster people have to pay a set amount of dollars and then they are invited to the Induction of New Members, Banquet, or other special activity.

Activities Calendar SalesWe all know there are many activities that go on in post-secondary institution, and they are impossible to keep track of. Get a campus activities calendar from your dean and have calendars printed with all the activities on them. Include photos of different campus clubs and sports teams. Get sponsors to advertise in the calendars to cover the cost of printing. Then sell the calendars for pure profit.

Food ConcessionGet permission from campus administrators to set up food stands at events-hot dogs at football games, fajitas at spring fair – or plan around the school day, juice and donuts in the morning before classes, an “ice cream social” after afternoon classes end. Perhaps, you may be able to get food donated by local merchants.

Lollipop Day/Donut DayAfter cafeteria food, a (well-publicized) treat like a lol-lipop or a donut is warmly welcomed.

window Decorating ContestsDuring Homecoming Week ask local businesses to let PBL members paint or decorate store windows. Charge an entry fee for each club that wants to participate and award a spirit stick to the winning window design.

Pumpkin CarvingsDecorate and auction off pumpkins to the highest bidders.

Spook-o-gramsChapters sell Halloween cards (pre-made on the computer) with candy attached to them for $.�0 each. Members deliver these spook-o-grams to students in classes. Let the recipient pay another $.2� to find out who the sender is.

Halloween DanceSponsor a Halloween costume dance for your campus. Offer cash prizes for the best costumes and traditional Halloween games such as bobbing for apples.

Turkey RafflesAsk a local merchant (big or small)-almost all businesses have a donation budget) to donate several Thanksgiving turkeys. Raffle off chances at your campus.

Letters from SantaDraft versions of an all-purpose (handwritten) letter and publicize your personalized letter writing service in local daycare centers, preschools or children’s stores. Charge $�.2� for one, $2.00 for two.

Pictures with SantaDuring Christmas time, set up a photo booth for elementary students to have their pictures taken with Santa. FBLA-PBL members dress up as Santa and Santa’s elves. Take Polaroid® pictures and charge $�.00 a picture. Pick a high traffic point for your “north pole.”

Cow Patty BingoFor this activity, you’ll need a cow or a chicken (chicken will make the process faster) and a large field. Take the field and divide it into square sections. Then, have people bid on the squares. The winner(s) is the person whose square is pooped on first.

Dash for CashYour chapter sells tickets for $� at a half-time event of a sport event such as a basketball game. Once all the tick-ets are sold, at half-time, you spread half of the money out all over the floor. Then you draw the winning ticket. The winner gets �0 seconds to pick up as much cash as they can. Some important rules: (�) An unlimited num-ber of tickets can be bought. (2) Have people watching to make sure that the crowd does not jump into action. (�) Do not let the “dasher” have any accessories to help them (hat, bag, etc.)

valentine’s Day BalloonsRent a helium tank and sell balloon bouquets at $2.�0 per balloon. Weigh the balloons down with a card for students to sign.

entertainment eventsThere are profits to be made by sponsoring and/or supporting campus and community entertainment events. Sponsor a student/faculty volleyball game, a

III-�



concert, “lip sync” contest, talent show, wrestling or tennis match; earn a percentage from both ticket and refreshment sales. As for service, offer to hang up coats at school dances for $.�0 a coat. Similarly, you can ap-proach a local large employer with an upcoming com-pany event. Arrange to sell refreshments, cook, serve or clean up at the party.

Night on the Town PackagePull together a complete package of donated items – dinner for two, limo service, corsage, two theater or sporting event tickets. Then sell chances.

Fashion ShowLocal merchants lend the clothes, members model them. As an added moneymaker, take pictures for a “birthday calendar.” Students pay $�.00 to list their birthdays; calendar sales bring additional income.

Pie ThrowingGet your campus administration and teachers to agree to have pies thrown at them during lunch. The pies are just whipped cream on paper plates. Students can throw a pie for $�.00. Fun and easy!

Dunk TankYour FBLA-PBL chapter can build a dunking booth that you can take to community festivals or major school activities. Members of your chapter, others students, teachers, or campus administrators can volunteer to be dunked. You can charge $�.00 for three chances to hit the target and dunk the volunteer. Members can bring in their old stuffed animals to uses as prizes or ask area businesses to donate small prizes.

Computer CampRound up some personal computers from school and set up a weekend or summer “camp” for children in grades 2-6. Plan a syllabus, publicize it in the local paper. Charge $�0 for five three-hour sessions (check for going rates in your area).

AuctionTime-consuming, but highly successful, an auction will require going around to local merchants and artists and asking them to donate items to be auctioned off. (Good, creative donations include summer business internships.) Consider working with another school or chapter to pull this off in style.

Your successfully implemented fundraising efforts will create good will in your community. They will defer chapter operating and activities cost. Additionally, they will give members hands-on experience in:

■ teamwork

■ sales

■ advertising and publicity

■ research winning products and ideas

■ planning and coordination

■ recordkeeping and accounting

■ working with professional and businesspeople

What works for someone else might not work for you; what sounds good in a brainstorming session may not be practical. Develop a cohesive fundraising program suitable to YOUR needs and YOUR chapter.

III-9



Fundraising/BudgetingFBLA-PBL Chapter Budget

Chapter:_______________________________ School: _______________________________________________

Estimated Chapter Receipts

Membership Dues and Fees ........................................................ _________________

Fundraising Projects ................................................................... _________________

______________________ ........................................................ _________________

______________________ ........................................................ _________________

______________________ ........................................................ _________________

Contributions .................................................................................... _________________

Total estimated Receipts .......................................................................................................................... ____________

Estimated Chapter Expenditures (itemized expenses attached)

Membership Committee ................................................................... _________________

National Dues ...................................................... _______________

State Dues ............................................................ _______________

Other .................................................................... _______________

Executive Committee ......................................................................... _________________

State Fall Leadership Conference ........................ _______________

National Fall Leadership Conference ................. _______________

District/Regional Conference ............................. _______________

State Spring Leadership Conference ................... _______________

National Leadership Conference ....................... _______________

Other .................................................................... _______________

American Enterprise Committee ...................................................... _________________

Partnership with Business Committee ............................................. _________________

Public Relations Committee.............................................................. _________________

Social Committee .......................................................................................... _________________

–––––––––––––– Committee ........................................................... _________________

Other (itemize)

Postage ........................................................................................ _________________

Reprographics ............................................................................. _________________

Stationery .................................................................................... _________________

Scrapbook ................................................................................... _________________

Film Developing ......................................................................... _________________

____________________________________ ...................... _________________

____________________________________ ...................... _________________

____________________________________ ...................... _________________

____________________________________ ...................... _________________

Total estimated expenditures ............................................................... ___________________

Balance at Beginning of Year ______________

Total Receipts ______________

Less Total Expenditures ______________

Estimated Balance at End of Year ______________

.....................................................................................................................................................................

III-�0



Fundraising/BudgetingFBLA-PBL Conference Budget

Chapter:______________________________________ School: _______________________________________

Conference:___________________________________ Date(s): _______________________________________

Location:_____________________________________ Hotel: _________________________________________

Number of Students:____________________________ Number of Advisers: _____________________________

Cost No. Persons Total

Registration ______ @ ____________ $ _____________

Meals ____days @ $ _____ /day x ____________ = ____________

Hotel

Quad ____days @ $ _____ /day x ____________ = ____________

Triple ____days @ $ _____ /day x ____________ = ____________

Double ____days @ $ _____ /day x ____________ = ____________

Single ____days @ $ _____ /day x ____________ = ____________

Transportation

Ground ____________________ x ____________ = ____________

Air ____________________ x ____________ = ____________

Other (itemize)

____________________ x ____________ = ____________

____________________ x ____________ = ____________

____________________ x ____________ = ____________

Total estimated expenditures _____________

Chapter:______________________________________ School: _______________________________________

Conference:___________________________________ Date(s): _______________________________________

Location:_____________________________________ Hotel: _________________________________________

Number of Students:____________________________ Number of Advisers: _____________________________

Cost No. Persons Total

Registration ______ @ ____________ $ _____________

Meals ____days @ $ _____ /day x ____________ = ____________

Hotel

Quad ____days @ $ _____ /day x ____________ = ____________

Triple ____days @ $ _____ /day x ____________ = ____________

Double ____days @ $ _____ /day x ____________ = ____________

Single ____days @ $ _____ /day x ___________ = ____________

Transportation

Ground ____________________ x ____________ = ____________

Air ____________________ x ____________ = ____________

Other (itemize)

____________________ x ____________ = ____________

____________________ x ____________ = ____________

____________________ x ____________ = ____________

Total estimated expenditures ____________

III-��



May, 20—

Dear ________________:

Future Business Leaders of America-Phi Beta Lambda, Inc. (FBLA-PBL) is the oldest and largest national orga-nization for students preparing for careers in business leadership. FBLA-PBL prepares students for “real world” professional experiences. Members gain the competitive edge for college and career successes. More than a quar-ter of a million students in 6,000 schools participate in this organization.

FBLA-PBL provides students with:

• Leadership Development • Travel Opportunities

• Community Service Experience • Scholarships and Prizes

• Conferences & Competitions • Friendship and Fun

The big event of the year is the National Leadership Conference which is held in a major U.S. City each Summer. At the national conference, members have the opportunity to attend workshops, meet members across the state, and compete for awards and recognition in more than �0 different event categories including web page design, marketing, business plan, public speaking, job interview and much, much more!

_________ students at _______________ have earned the privilege of competing at this year’s National Leader-ship Conference. In order for them to attend this year’s conference; however, they need your support.

FBLA-PBL chapter members would like to schedule a time to meet with you to discuss this opportunity and how your business can help. Members of our chapter will be contacting you by phone within the next few days.

We look forward to meeting you and sincerely hope that your business will help our members as they work towards achieving their goal of becoming the business leaders of the future.

Sincerely,

Jane Doe, President

University of Wisconsin–Eau Claire PBL

Sample Donation/Sponsorship Letter

III-�2



FuNDRAiSiNg LeSSON PLAN

Lesson Objectives

■ Communications

– Participate in group discussions for problem reso-lution

■ Critical Thinking Skills

– Demonstrate critical, creative, and analytical thinking to solve both individual and group prob-lems.

introduction to the Lesson: (Time: � minutes)

Discuss examples of successful business people. Take Debbie Fields of Mrs. Fields cookies. She got started in business because she loved to make cookies. She dreamt of opening her own business but was told even by her own family members that she would not be able to do it. She applied for numerous loans and was turned down time and time again. Finally, she started baking cookie samples and taking them in as she went to discuss loans with various banks. One decided to take a chance on her because of her creative and “tasty” approach, and the rest is history. Mrs. Fields Cookies has stores everywhere and is one of the most successful cookie businesses. (The adviser could pass out Mrs. Fields cookies at this point to reinforce the story).

Notes:

– This story showed us the importance of moving ahead with something that you believe in.

– Your fundraising many not always be successful – sometimes you need to re-evaluate the situation and try a different approach.

– Before conducting a sales campaign, three deci-sions must be made: what to sell, to whom, and when.

Reinforcement Activity: (Time: � minutes)

The teacher/adviser displays two items. One is a wrapped “mystery gift”. The other is a brown paper bag. Students are told that each item has something in it. The teacher/adviser asks for a volunteer. The volunteer is told that they have to select either the wrapped present or the paper bag. The student selects. (Usually they pick the wrapped gift). The wrapped gift has a piece of candy in it, while the paper bag has several small gadgets in it.

Notes:

– As you can see, you can’t always tell an item by its wrappings.

– A fundraiser can work the same way – you can

have the greatest fundraiser in the world, but people may not know about it or participate if you don’t publicize it.

– Also, you need to remember that there is always an opportunity cost. You must give something up. The same holds true for a fundraiser. It is important to check dates for other events in the community and school so students don’t have a big opportunity cost – or that they don’t have to give up something big to attend the fundraiser.

– All resources are limited. It is a simple fact – scarcity – that forces us to make decisions. When we make a choice, we must pass up some other activity.

– There are also opportunity costs in deciding how to use productive resources – anything used to make other goods and services. They include land, labor, capital, and entrepreneurship. When people choose to use a certain resource such as lumber to produce something – like a dunk tank to raise funds for the chapter. The opportunity cost would be something else that the chapter could have produced with the lumber, like a chapter exhibit booth.

Reinforcement Activity: (Time: �0 minutes)

Students are told to visit the Crayola® Web site to learn how crayons are made. Visit: http://www.crayola.com

Click on color corner. Click on the Crayola Crayon Chronology and find out about the history of your favorite color. Print out the �20 years summarized history.

Notes/Discussion:

– What other products can be made with resources such as paraffin wax? Make a list.

– If you have ever examined crayons and candles closely, you have probably guessed that they are made from similar ingredients. Let’s figure out how many crayons you would need to give up in order to have a candle about three inches high and two inches in diameter. Grab bunch of cray-ons (no broken ones) and hold them in your fist. Have a friend hold a ruler across the top of the bunch of crayons and add or remove crayons un-til the diameter of the bunch is about two inches. Now count the number of crayons that you have in your hand.

– In order to make the candle, your opportunity cost would be the total number of crayons that you counted.

– Fundraisers work the same way – students that participate in your fundraiser or event or giving up some other activity to participate – this is the opportunity cost.

III-��



Reinforcement Activity: (Time: �0 minutes)

Students are given the fundraising word find on the next page and ten minutes to find as many of the �7 fund-raising-related words as they can. When time is called, find out which student has the most words and offer a prize to the winner.

Notes:

– Through this exercise you were introduced to some important fundraising words.

– In order to have a successful fundraiser, you need to plan – have a brainstorming session.

– Do some financial planning – prepare a budget estimating your receipts and expenses.

– Prepare a journal report.

– Remember to appoint a fundraising committee to help out.

– Don’t forget to analyze your target market.

– Offer incentives to the members that participate in the fundraiser.

– Don’t just stop at traditional fundraising activi-ties – be creative! You may want to look at other items such as sponsorships and donations.

– Remember, you all need teamwork in order to succeed.

Reinforcement activity: (�-2 class periods)

NOTe: This project is designed to reinforce budget and spending. In order to make this project success-ful, the adviser/teacher will need to have a variety of different catalogues and/or request students to bring in catalogues. Students are told that they have $� million dollars to spend. The rules are as follows:

– An ad or a picture from a catalogue or newspaper must document all items. Round prices to the nearest dollar. All items are considered tax free, so there will be no sales tax added to the items purchased.

– You can only buy one of the same types of items. You cannot buy two houses, two family cars, or two boats.

– You must have at least one item that you are do-nating to the FBLA-PBL chapter in your school.

– You are not allowed to spend over $2�0,000 on any item. This includes houses, boats, and land.

– You must spend all the money. That means buy-ing CDs, stocks and bonds, and other investments are now allowed.

– Relatives and friends are not allowed to sell you items unless you have an actual ad from a newspaper or catalogue. Handwritten ads do not count.

– The ad for all of your items must include the actual price.

– The finished product must be presented in a folder form.

– All items must be numbered next to each picture or ad.

– A table is required at the beginning like the ex-ample below:

Item Number Item Description Item Cost

1 House $200,000

2 Volkswagen Bug $25,000

3 Laptop Computer $1500

– Your total should be at the bottom of the columns on each page.

– Have FUN!

III-��



FuNDRAiSiNg wORD SeARCH

F M X I R T H H B Y E S X U H R B S L X Q I W J E D Z Y A S P Q Z F E N R E A K P W N G G J Q T E O F C I C O Y A V N Y U H D A S U U C N E L U E F P D I I R F Q U K M N A F S T J E I O A Z J N T U Y B A N E N C O P R A P I N K N J S N O A N V S C W R I G Y T L L V Q R W T E J F S A K G S G T A S M L E I E E K O C C I M S Q H Z C N E L N K Z U K R P R N Y F L A I T K L F I O G L R S K C C M I Q J D P R L A N O I S S E F O R P L I J E H S Q B K K U T T C I J V C W D M N D H S N U Y D E A E B R N A J S E M S G O Z L P Y Z P U T V M D H R R Q X J A L N F R A Y S L S E S N E P X E D G D J E A L M L Q A R E P O R T G I M E N Y W D T K T A V E E D A D W T L M B R M U H B I H T E E W C O M M I T T E E T E U F R O K Z E H R H E X H E M E A S D A P Y U N Z X M X T O Z N X K B U V P N K G W Q S O K

BRAINSTORMING

BUDGET

COMMITTEE

DONATIONS

ENTRY

EVALUATION

EXPENSES

FINANCIAL

FUNDRAISING

INCENTIVES

JOURNAL

MARKET

PROFESSIONAL

RECEIPTS

REPORT

SPONSORSHIPS

TEAMWORK

III-�6



NATiONAL FuNDRAiSeRS

Botika CandlesBotika Candles custom designs candles with the school name and mascot that can be sold as a fundraiser. Your chapter receives �0% of the sales and will be selling only top quality Botika Candles that are made from the high-est quality wax, lead free wicks, and premium fragranc-es. For more information call �77-�9�-��26.

JAD AcrylicsJAD Acrylics offers a unique line of personalized acrylic items for all occasions. They can personalize each item at no extra cost to you. All orders are packed per student and orders are shipped to you within two (2) weeks after they are received. Getting started is easy, just call �00-�2�-220�.

maggiemoo’s internationalLet MaggieMoo’s help you earn funds with a Celebrity Scoop Night fundraiser benefiting your chapter. Mem-bers of your school, FBLA-PBL chapter, and/or local celebrities are featured as the “Celebrity Scoopers” and actually serve ice cream to customers. Earn at least �2% of the sales from the Celebrity Scoop Night. Visit www.maggiemoos.com/fbla-pbl for details.

Non-Traditional mediaNon-Traditional Media has developed an Event Man-agement Program for all FBLA-PBL chapters. Chapters form an event management company, choosing and then running a particular school- or community-based event. Non-Traditional Media provides all of the tools needed to successfully run the following events: a Film Festival, Dodgeball Tournament, or Benefit Concert. The program is EASY, profitable, and fun and there are no up-front costs. The development and facilitation of these events provide an exciting and educational learn-ing opportunity. Student involvement in this process has proven to increase chapter membership and activate members who do not regularly participate in chapter functions. To learn more and see a video from an actual event, go to www.NonTraditionalMedia.com or email [email protected].

Ozark Delight CandyEach batch of Ozark Delight Lollipops is consistently monitored to maintain their high standards of produc-tion. Ozark Delight Lollipops are available only for fundraising. They do not sell to stores or other retail markets. Call Ozark Delight at �00-��-�99� to learn more about their fundraising opportunity.

Pride DistributorsPride Distributors is a fundraising company that specializes in producing “Your Town”-Opoly, a custom board game where the “Local Merchants” of each chap-ter’s home town replaces the Atlantic City streets found on your favorite board game. Call PRIDE Distributors toll free at �00-��-��2.

Profit PotentialsProfit Potentials provides fundraising that is fast, simple, and easy! They have been helping groups raise money for nearly �0 years and offer a variety of products – candy, candles, safety items, greenery items, and much more. For a free fundraising catalog call �00-��-��0.

School Spirit CoffeeSchool Spirit Coffee provides a unique fundraiser that is personalized to each chapter or school. From the size and color of the coffee packaging, to the design of the label, the finished product is created to boost school spirit and ultimately boost your profit poten-tial. Chapters receive �0% profit from their sales. Call ��9-7�9-�6�� or visit www.schoolspiritcoffee.com for information on scheduling a fundraiser.

Sockathon Fundraising and Soft Touch HosierySockathon Fundraising and Soft Touch Hosiery is a new fundraiser, introducing New 2-Pair Packaging--$�.00 “donation price” and chapters keep �0%/$2.�0. With �� years experience in specialty knitting, they offer the highest, quality product which makes this a special offer to your students, parents, and area residents. They offer your school color(s) in the Elite Stripes or “the Paw”. To contact Sockathon Fundraising, go to www.sockathon.com or call �66-�26-7��6.

Tom-wat FundraisingTom-Wat Fundraising has been helping FBLA-PBL chapters raise money since �9��. They offer one of the easiest, most profitable ways to achieve fundraising goals. Featuring four separate fundraising programs, Enchanted Evening catalog (packed with best selling items), Delisheries Gourmet Baking Mixes, and Gour-met Lollipops, chapters have a choice in what they wish to sell. Contact Tom-Wat at �00-2��-92�0.

III-�7





Public Relations

Staying Visible: Getting in the News Promotion

Ways to Generate Public Relations

Tie-ins

How to Write News Releases A Word of Advice

A Word about Appearance

Writing Tips

Dos and Don’ts

Sample Press Release: Chapter Donation

Sample Press Release: Student Achievement

Sample Press Release: Calendar/Precoverage Fundraising

We Want to Hear What You’ve Been Up To!

Spread the Word about FBLA–PBL Week Sample Press Release: FBLA–PBL Week

Sample Proclamation: FBLA-PBL Week

Public Relations Lesson Plan FBLA-PBL Newspaper Ad Grading Sheet

IV-2

P U B L I C R E L A T I O N S



IV-�C H A P T E R M A N A G E M E N T H A N D B O O K (2006 – 2007 PBL Version)

Public Relations

STAYiNG ViSiBLe: GeTTiNG iN THe NeWSFBLA-PBL chapters work hard to achieve results. Now it is time to get recognition. Here are many ways to ap-proach publicity from promotions, to public relations, to tie-in, and press release. Select 10 publicity activities for your chapter each year and you are well on your way to putting your chapter in the spotlight!

PromotionRecognition is built on familiarity. Take every oppor-tunity to let your school know about FBLA-PBL and its activities. Use established channels and techniques to get the word out. For example:

■ Newspapers – prepare press releases and articles for local and campus newspapers; buy (or get sponsors to buy) ads.

■ Print material – write and distribute brochures, newsletters, fact sheets, and flyers.

■ Graphics material – mount posters; make your own or use the covers from FBLA-PBL publications.

■ Audio material – create Public Service Announce-ments for your campus’s PA system or your campus radio station.

■ Audiovisual material – Announce upcoming events including meetings on your campus television sta-tion. Dress in FBLA-PBL uniforms. Or prepare a videotape using your own materials or FBLA-PBL materials.

■ Visual displays – design an exhibit for community and campus events; maintain one or several bulletin boards; design a homecoming float.

Promotional items are available from MarketPlace. See the MarketPlace catalog in this CMH.

Here is a list of promotional items to get you started.

• Bookmarks

• Buttons

• Stationery

• Placards

• Score boards

• Concession stands

• Post-it notes

• Mugs

• Badges

• Balloons

• Directories

• Tent cards

• Posters

• Programs

• Marquee boards

• Stickers

• Fliers

• Calendars

• Patches

• Decals

• Bumper stickers

• Shoppers

• Pencils

• T-shirts

• Brochures

• Placemats

• Bulletin boards

• Business cards

• Banners

• Sweatsuits

• Ribbons

• Billboards

• Welcome signs

• Trinkets

IV-�



WAYS To GeNeRATe PUBLic ReLATioNS■ Use name tags, pins, T-shirts, blazers, or sweaters to

identify FBLA-PBL members.

■ Develop a listing of local news media.

■ Develop and distribute literature about FBLA-PBL and the business program to local schools, busi-nesses, and government.

■ Present business programs about FBLA-PBL to civic and service groups in the community.

■ Develop promotional exhibits around schools and the community.

■ Display material about FBLA-PBL in and out of schools – superintendent’s office, chamber of com-merce, local businesses, etc.

■ Provide pictures of FBLA-PBL activities for the cam-pus yearbook.

■ Set up bulletin boards and showcase displays of chapter awards and projects.

■ Develop spot announcements, interviews, and ques-tion/answer discussions for local radio and televi-sion.

■ Provide photographs, news releases, editorials, fea-ture stories, and letters to the editor for the school and community newspapers.

■ Make short announcements about FBLA-PBL and the business program in the daily bulletins to stu-dent body.

■ Invite community resource people to FBLA-PBL chapter meetings, banquets, and business education classes.

■ Invite community resource people to participate in steering or advisory committees.

■ Distribute certificates of appreciation to individu-als who contribute to FBLA-PBL and the business program.

■ Provide tokens of appreciation for school and com-munity secretaries.

■ Communicate with public officials by writing and visiting your elected officials. This is a good oppor-tunity to take pictures and write news stories.

Tie-iNSPromotional tie-ins are a way of plugging your chapter into the goodwill, excitement, and enthusiasm generated by an event or undertaking. This can be:

■ A holiday – your chapter can participate in a good-will activity during the winter holiday season or a patriotic activity on President’s Day.

■ A designated time of recognition – you can do an activity or project to commemorate American En-terprise Day (November 15), FBLA-PBL Week (2nd week of February). FBLA-PBL Community Service Day (Saturday of FBLA-PBL Week).

■ A charity – activities undertaken by the March of Dimes, Salvation Army, Red Cross, and UNICEF, to name a few, always need volunteers and attract much publicity.

■ A community event – neighborhoods take pride in and turn out for their own local events and com-memorations.

The following are examples of attention-getting projects and events undertaken by FBLA-PBL chapters in previ-ous years. Use these publicity tie-ins to make a splash in your local community; don’t forget to follow the promotion tips above.

Tie-in with American enterprise Day

■ Conduct a series of debates at school and in the community addressing U.S.-Japanese (or U.S.- Eu-ropean) trade policies to enhance understanding and appreciation of the free trade enterprise system.

■ Purchase space on a billboard for the month of No-vember to publicize American Enterprise Day.

■ Feature a panel of speakers on aspects of American enterprise. Videotape the seminar, arrange for pro-fessional photos, place an article in the newspaper.

■ Purchase a half-page ad in the local newspaper and sell parts of the ad to local businesses in support of the American enterprise system.

■ Host a “Free Enterprise Feud,” featuring competi-tion with another school and a speed round with the school administration.

■ Celebrate “July Fourth in November,” an Ameri-can Enterprise Day with a patriotic theme. Feature speeches by recently naturalized U.S. citizens and a flag trivia contest.

■ Design and distribute special booklets to introduce the free enterprise concept to children: coloring books for elementary school students and word search games for older students.

Tie-in with community issues/events

■ Participate in community projects aimed at increas-ing and promoting tourism.

IV-5



■ Serve as volunteers at Annual Community Novelty Marathon.

■ Operate a mini “shopping mall” at the community Spring Festival; this may include an academic arcade (computer demos), gift shop (fundraising items for sale), and movie palace (FBLA-PBL video).

■ Sponsor a community blood drive.

■ Offer a computer class teaching seniors how to use the Internet.

■ Conduct a telephone survey to ask questions about a local project like remodeling the community hall.

■ Participate in a graffiti paint-out coordinated by the local police department.

■ Solicit funds from local patrons, churches, and busi-nesses to restore a vandalized sign marquee on the town’s main street.

Tie-in with National/Local Businesses

■ Save register receipts to encourage shopping at local stores.

■ Sponsor breakfast for local businesspeople in recog-nition of the state’s Business and Industry Apprecia-tion Week.

■ Form a partnership with a local franchise of a national fast-food chain: the chapter provides the busboys in exchange for a percentage of the profits and publicity.

■ Start a scholarship fund in conjunction with a local business.

Tie-in with career and Technical education

■ Participate at school/community Career and Techni-cal Education Festivals; hold speed keyboarding games, demonstrate software packages like Micro-soft Office® including Word®, Access®, Excel® and PowerPoint®, serve as co-hosts of the event.

■ Participate in a city job fair.

Tie-in with National/Local charities

■ Coordinate a holiday food and toy collection for the needy; arrange to have items distributed through a local TV station.

■ Host a March of Dimes WalkAmerica or represent your campus at the local event.

■ Conduct a “Fine and Dine” project for the March of Dimes: community and school members are charged with humorous violations and fines that are then donated to charity. All fined participants are treated to a complimentary lunch sponsored by local businesses.

■ Hold a keyboard-a-thon for leukemia.

IV-6



HoW To WRiTe NeWS ReLeASeSIn addition to writing articles for publication in your school newspaper, your local newspaper, and FBLA-PBL publications, your chapter will need to write news releases.

News isn’t news until it’s communicated. Don’t hide your light under a bushel: Get your message out there! Do it with a well-crafted news release.

A news release is a brief summary of a newsworthy event. You send this summary to representatives of your local print (newspaper, magazine) and broadcast (radio, TV, cable TV) media in the hope that they will turn your summary into an actual news story. Newsworthy means that someone outside your chapter would be interested in hearing about the event. In general, the fol-lowing rules of thumb can be applied:

■ Participation in a service is news; participation in a social event is not.

■ Notification before an event is news; notification after an event is not.

■ Winning is news; losing is not.

■ The fifth, tenth, 20th , 25th, 50th (etc.) anniversaries are news; the 12th is not.

Journalists look for a hook when they write: what makes this story different from a hundred others just like it? That’s why they need – and you need to provide in your news release – words like “first-ever,” “best,” “largest,” “shortest,” “fastest,” etc. If you can’t think of the hook, the journalists probably can’t either, and your story might go untold.

A news release is written in inverted pyramid style. That means that all the most important facts are loaded into the first paragraph. The journalist should be able to read only the first paragraph of your release and still know everything relevant about your project. The first paragraph should contain the five Ws – WHO, WHAT, WHERE, WHEN, WHY (you might also include HOW). Each subsequent paragraph should expand upon infor-mation presented in the first paragraph; these should be ordered from most to least important.

Writing Tips: Itisnotatalleasytowritewell.Andyetweallhavetodoit.Weallhavetostareattheblankpageortheblinkingcursor,waitingforinspiration.Weallhavetotranslateourcolorfulthoughts,ideas,andemotionsintolittleblocksofblackandwhite.Andwegenerallyhavetodoitontightdeadlinesandwithstrictlimitationonlengthandstyle.

Butwhendoneright,it’sallworthit.Makeitworththetimeittakestowritewithcare.Here’show:

■ Decideonathemeorhook.Whyareyouwriting?Whatisyourstory,yourmessage?Statethisthemeclearlyinbothyourheadline(title)andyourlead(topic)sentence.

■ Decideonatone;keepitsimple.Tonecomesfromthewordsyouchoose,thelengthofthesentencesyouputtogether,thecomplexityofthethoughtsyoupresent,andtheorderinwhichyouorganizeyourinformation.Makesureyourtoneisappropriatetoyouraudience.

■ Bigwordswillmakeyousoundpompousandstiffatbest,ridiculousatworst.

■ Clicheswillmakeyousoundtriteandunimaginative.

■ Jargoncanmakeyourwritinginaccessible.

■ Convolutedconstructionswillmakeyourwritingincomprehensible.

■ Usecorrectgrammar,spelling,punctuation,andsyntax.

■ Useatopicsentenceineachparagraph;thesesentencesshouldtellthestory.

■ Usesimpleandclearlanguage.

■ Proofeverythingtwice;readyourprosealoudtocatchhiddenerrors.Thenhavesomeoneelselookatitaswell.

■ Whenindoubtaboutaword’suseorspelling,lookitup.Gotowww.merriam-webster.comforguidanceoncorrectspelling.

■ Usemultipledrafts;writinggetsbetterandbetterthemoreitispolished.

■ Letatleasttwootherpeopleproofreadyourpressrelease.

IV-7



The last paragraph of the release should describe FBLA-PBL: Future Business Leaders of America-Phi Beta Lambda is an organization for middle, secondary, postsecondary, and college students pursuing careers in business. There are nearly 250,000 members in 1�,000 chartered chapters throughout the United States, Puerto Rico, the Virgin Islands, and various foreign countries.

The journalist then uses the details that appeal to him or her.

A Word of AdviceKeep an up-to-date media mailing list with the name of the appropriate contact at each of your local media outlets. Don’t be discouraged if your releases aren’t used. Instead, call your contact to schedule a briefing as to how you can improve your releases.

A Word about AppearanceBe sure that any materials you produce or develop for your promotional campaigns look professional. Profes-sional does not mean expensive. Rather, it means that sentences are logical, words are spelled right, and the format is clean and consistent. None of your materials need to be elaborate, but two examples will illustrate the concept.

Chapter X produces a widely distributed report on its free enterprise project. The report is word processed, printed in color, supplemented with clip art, and well written and produced. A lot of time went into this proj-ect – and it shows.

Chapter Y thanks participants in a large-scale, expensive project by sending each a personalized certificate of appreciation. The certificates are word processed and printed out on a high-quality paper with good resolution. However, there is a glaring typo in the middle of the certificate.

Which project leaves you with a better impression?

The moral is to take time with all the details of pro-duction. The coloring books, instruction forms, surveys, thank you letters, pamphlets, fact sheets, and brochures that you produce for your projects should all be checked and double checked to make sure they’re correct, coher-ent, and presentable.

Do:■ Keep submission deadlines in mind.

■ Use the proper format for materials submitted. (See examples later in this section)

■ Be professional and business-like in dealing with your contacts.

■ Meet with and call your contacts on a regular basis.

■ Record contact name, address, and phone number changes.

■ Ask questions about deadlines, submission criteria, etc.

■ Make your submissions accurate, timely, informa-tive, and complete.

■ Include a contact name and phone number with every submission.

■ Be sure what you’re sending is something your me-dia contact can use.

■ Be sure you have a newsworthy story to tell.

■ Look for the angle in your story. Why should others in your community care about what you’re saying?

DoN’T:■ Ask for clippings or for a final review.

■ Complain if your material isn’t used.

■ Be a pest to your contacts.

■ Send a video to a radio station or a public service an-nouncement to a newspaper.

■ Tell old news.

■ Disguise publicity as news.

■ Confuse an announcement of an event (before it oc-curs) with reporting on it (after it occurs).

■ Confuse an announcement of an event (before it oc-curs) with reporting on it (after it occurs).

IV-�



Sample Press Releasechapter Donation

(Use school or chapter letterhead.)

For immediate Release

Date: _____________________________________________

contact: (Name) ___________________________________

Phone: ___________________________________________

Student organization Raises $ _____________

Anytown, VA – Students from __________________FBLA-PBL chapter raised $____________ to benefit

_______________________ and chapter activities today. The group held a _____________________________

to raise funds as well as create community awareness of the needs of __________________________________ .

“We were really pleased with the turnout and support of the local community for this event,” said _______

______________________, “while developing our own experience in community service.” _________________

supplies ___________________ for underprivileged families that are trying to __________________________ .

The ________________________ FBLA-PBL Chapter was able to generate donations of ______________

from the business community for this ____________________________.

For more than 60 years, FBLA-PBL, Inc. has helped high school, middle level, and postsecondary students

successfully make the school-to-career transition. FBLA-PBL produces results, including: Character and leadership,

good citizenship, financial management skills, and global marketing knowledge. Each year, more than 250,000 stu-

dents are gaining ability today for their personal and professional development. For more information

contact _____________________ at _____________________.

###

(School)

(Charity) (Activity)

(Name of Charity)

(Local Chapter Spokesperson) (Charity)

(Service) (Kind of Improvement)

(School) (Name Donation Types)

(Activity)

(Contact Name) (Phone, E-mail)

IV-�



Sample Press ReleaseStudent Achievement



Date: _____________________________________________

contact: (Name) ___________________________________

Phone: ___________________________________________

____________________ Wins High Recognition at ____________________

Anytown, VA – __________________ FBLA-PBL member took first place in ____________ at the

________________ held in _________________ today. The competition was part of a ____-day program for

FBLA-PBL members from around the _____________________.

“We were really proud of all our chapter representatives this year at ________,” said _________________,

“and we are thrilled that our community could be so well represented by __________ and other local winners.”

Describe the event (e.g., public speaking, accounting, keyboarding).




dents are gaining ability today for their personal and professional development. For more information

contact _____________________ at _____________________.

###

(Phone, E-mail)(Contact Name)

(Student Name) (NFLC, SLC, NLC)

(School) (Event/Office)

(NFLC, SLC, NLC) (City, State)

(Region/Country)

(Event) (Local Chapter Spokesperson)

(Student Name)

IV-10



Sample Press Releasecalendar/Precoverage Fundraising



Date: _____________________________________________

contact: (Name) ___________________________________

Phone: ___________________________________________

____________________ to Benefit charity and Student organization

Anytown, VA – Students from __________________ FBLA-PBL chapter will host a _________________

to benefit ________________ and chapter activities. The group hopes to raise _________________ as well as

create community awareness of the needs of ______________________.

“We look forward to _________________________ while making a strong contribution to our area,” said

_____________________. “It should be a rewarding experience as well as helpful.”

_________________ supplies ___________________ for underprivileged families that are trying to

__________________________ .

The ________________________ FBLA-PBL Chapter was able to generate donations of ______________

from the business community for this ____________________________.




dents are gaining ability today for their personal and professional development. For more information contact _______

______________ at _____________________.

###

(Phone, E-mail)(Contact Name)

(Activity)

(School) (Activity)

(Briefly Describe Activity)

(Charity)

(Name of Charity)

(Local Chapter Spokesperson)

(Charity) (Service)

(Kind of Improvement)

(School) (Name Donation Types)

(Activity)

IV-11



We Want to Hear What You’ve Been Up To!

Take a minute to tell us what you’ve been doing. We know you’re busy, but we want to share some of your chapter activities success stories with other members.

Here are some tips. Please be specific. Give details of the steps taken to develop your project, how success was achieved, how much money was raised. Write it as an electronic file and e-mail it to the FBLA-PBL Communications Department at [email protected]. Be sure to submit your story in a timely manner. Attach any photographs as separate image files in jpg, tiff, or eps format. Photos imbedded in stories cannot be used. Stories will be published in national publications or on the national Web site under Chapter News.

Spread the Word about FBLA-PBL

Use the following press release to let others in your area know about the hard work, accomplishments, and success of your chapter and your members. Reproduce this release and distribute it to the local newspapers and other media in your area. All you need to do is fill in the blanks with a contact name, your members’ names, your school name, and any activities your members have planned. Or you may rewrite the release, customizing it to your chapter’s needs if you wish. The important part is that you take the time to mail the press release to the appropriate media in your area. Here are a few tips:

1. Identify the appropriate section of your local newspaper to run your release. Community news or local news edi-tors will be interested in the contributions your chapter makes to the local community through volunteer projects and community service efforts. Business editors will be interested in how your chapter interacts with local busi-ness. Once you’ve determined the appropriate section, find out their e-mail and send the release to the editor of that section. If you can’t find out the editor’s name or e-mail, simply address it to (name of section) Editor.

2. If you have a good photo of your members in action (no Polaroid pictures), send it with your release. Be sure to include the names of everyone in the photo, and write a brief caption to accompany it. Keep in mind that news-papers don’t usually return photos. If you scan a photo, make sure it is high resolution. Do not print photos that you have downloaded from your camera, if possible. Just e-mail it as an image file.

�. Include a personal note with the release as a way to establish personal contact with the editor. If you know some-one on the newspaper staff, deliver the release in person. Anything you can do to establish a relationship with the section editor will help you raise the profile of FBLA-PBL in your community, and open the door to future articles and publicity.

�. Give a copy of the release to your school administrator and ask that it be included in the school newspaper. Think of any other local or state media (newspapers, magazines, and television and radio stations) that might run your release and send copies to all of them.

5. Be prepared to talk with the media after you’ve sent the release. It may generate enough interest for a feature story. That’s why it’s so important to include your name and contact information on the press release.

IV-12



Sample Press Release FBLA – PBL Week

(Use school stationery or FBLA-PBL letterhead if at all possible!)


Date: __________________________________________

contact: (Adviser/other) ______________________________________________ Phone:

School name: ___________________________________

Local Students celebrate FBLA – PBL Week

Anytown, VA – The_________________________________chapter in ___________________, will be

celebrating FBLA-PBL Week, ____________ with ________________________________________________

________________________________________________________________________________________

________________________________________________________________________________________ .

(Insert quote from community leader, mayor, school principal, or another influential individual about the

importance of FBLA–PBL to the community.)

Among the many activities scheduled for this special week are: (list activities).

Future Business Leaders of America-Phi Beta Lambda, Inc. (FBLA-PBL) is a nonprofit vocational student organiza-

tion that prepares students for careers in business and business education. Its 250,000-plus members and advisors in

12,000 chartered chapters include students from the United States, the Virgin Islands, Puerto Rico, and Europe. Its

mission is to bring business and education together in a positive working relationship through innovative leadership

and career development programs. To learn more, contact our local chapter at the number above. For more informa-

tion about the national association, see FBLA–PBL’s Web site at http://www.fbla-pbl.org or call (�00) FBLA-WIN.

###

(City)

(Brief Description of Activity – What, When, Where, Why)

(Name of School)

(Dates)

IV-1�



Sample ProclamationFBLA – PBL Week

Thisdocumentisbaseduponastateproclamation.However,itcanbeadaptedtoacity,town,or countybychangingGovernortoMayororCountyExecutiveandnameofstatetonameofcity,town, orcounty.

WHeReAS, Future Business Leaders of America-Phi Beta Lambda is a non-profit educational organization whose

first chapter was established in Johnson City, Tennessee, in 1��2; and

WHeReAS, this organization has grown now to encompass over 250,000 members and advisers nationwide in

high schools, colleges, universities, career and technical schools, and private business schools; and

WHeReAS, FBLA-PBL is a professional business organization dedicated to bringing business and education together

in a positive working relationship through innovative leadership and career development programs; and

WHeReAS, members perform community service activities and strive to build a student’s understanding of the

realities of the modern business world; and

WHeReAS, FBLA teaches high school students basic business and leadership principles, and PBL helps university,

college, technical and business school students to make the transition from school to work;

NoW, THeReFoRe, i, [your governor’s name here], Governor of the State of [your state’s or chapter’s name

here], do hereby proclaim the 2nd Week in February, as NATIONAL FBLA-PBL WEEK in the State of [your state’s

or chapter’s name here].

IV-1�



PUBLic ReLATioNS LeSSoN PLAN

Lesson objectives

Communications

■ Use basic research techniques.

■ Use acceptable standards for grammar and word usage.

■ Apply basic social communication skills in personal and professional situations.

■ Use technology to enhance the effectiveness of communications.

introduction to the Lesson: (Time: 5 minutes)

The Mystery Mingler. Select one person to be the mys-tery person. Give him/her tokens (pass out about five for each of the 20 participants) and have the mystery mingler slip the tokens into the hand of every fifth person that they shake hands with. With the group together, explain that there is a mystery mingler in their midst who is extremely eccentric and generous. To meet this person everyone must mingle around, shaking hands with every-one else, exchanging pleasantries and polite conversation. Explain that if anyone should find a token in his/her hand to hold onto it and continue along as if nothing hap-pened. Allow the group to begin mingling. After several minutes of socializing ask anyone with a token to come forward. If not as many people step up as tokens were given out, let the mingling continue. Once all of the to-kens are accounted for, reveal the Mystery Mingler. Invite those holding tokens to exchange them for prizes.

Notes:

– It is important to be ready to interact with people at all times. You never know who you may be meeting and who you could make an impression upon.

– If you promote FBLA-PBL with your friends and peers, it gets the word out about everything that the organization has to offer. This is the best form of public relations.

– As a post-secondary student you share many of the same attributes as someone in the business world. You may meet people in the course of a day whom you do not know and who do not know you.

– When business people meet, they exchange business cards. These small pieces of paper usu-ally contain a person’s name, the name of their business, a title or description of the work that they do, and a way to contact the person such as a phone number, address, and e-mail.

Reinforcement Activity: (Time: �0-�5 Minutes)

The teacher/adviser has asked each student to bring in a business card from someone that they know prior to the day that this lesson is presented. The teacher/adviser has also collected several cards. Students spend 1-2 minutes examining the different cards. The students are then instructed that they are to create a business card for themselves. The teacher/adviser walks through a demonstration of the business card software. Then the students are instructed that the steps that they are to take are as follows:

■ First, decide on what you want your business card to tell others. Do you want to focus on your activities with FBLA-PBL or do you want to announce that perhaps you are a class leader? It may help to list everything about yourself then pick one topic.

■ Describe yourself. After deciding on what aspect of your school life or activities that you want to focus, make a list or write a description that tells about that part of your life.

■ Decide if you want a “serious” or formal card of something more light-hearted or informal.

■ Look at samples of business cards on the internet. Identify those that have a style that you might like to borrow.

■ Sketch out some rough ideas on how you want your busi-ness card to look – including any graphics that you might want to include. (Your software will have a collection of clip art; if you have access to a scanner you may be able to scan artwork such as the FBLA-PBL logo).

■ Using the page layout or business card software available to you.

■ Print your final design on card stock. Cut apart with scissors or paper cutter.

■ Exchange business cards with classmates and teacher. When you give your teacher your card, attach the following checklist with your answers:

– What is the focal point of this business card?

– What job, role, or activity does this business card describe?

– Is this supposed to be a formal or informal busi-ness card?

Notes:

– Publicity is all about getting your name (or FBLA-PBL’s) known and recognized.

– Recognition is based on familiarity. Take every opportunity to let your school know about FBLA-PBL and its activities. Use established channels such as articles and ads in newspapers.

IV-15



• Be sure that any materials that you produce or develop for your promotional campaigns looks professional.

Reinforcement Activity: (Time: �0-�5 Minutes)

For this assignment, use your desktop publishing or graphics software to create a newspaper advertisement for your school or FBLA-PBL newspaper advertising American Enterprise Day on November 15 or FBLA-PBL Week during the second week of February. List some of the activities that your local chapter has planned. (The National Programs section of the ChapterManagementHandbook contains information about both of these programs, pages VII-15 and VII-16.) The ad should have some desktop publishing features such as shadows and graphics and a page border. Make sure that you use the FBLA-PBL logo somewhere on your ad. You may ac-cess the internet to find the FBLA-PBL logo. Your layout must be attractive and you must have no spelling errors.

Notes:

– Promotional tie-ins are another way of plugging your chapter into the goodwill, excitement, and enthusiasm generated by an event. This could be:• A holiday such as participating in a goodwill

activity on President’s Day.• A charity – activities undertaken by the March

of Dimes, Salvation Army, Red Cross, etc.• A community event – neighborhoods take

pride in and turn out for their local events.

IV-16



FBLA-PBL Newspaper Grading Sheet

For this project, students are to create a newspaper advertisement about American Enterprise Day or FBLA-PBL Week.

The project will be graded using the following criteria:

Objective/Competency Points Possible Points Awarded

Must include appropriate pictures or graphics for the 15 topic and must be professional in nature. Distorted or low quality graphics should be avoided.

Must include FBLA-PBL logo 10

Must include the dates and chapter activities . 15 planned for the week

Ad shows creativity and originality. 10

Must have a logical order and have a clear purpose; 10 must appeal to audience.

Must use appropriate desktop publishing software and at 15 least two desktop publishing advanced features such as shadows, font changes, page borders, etc.

Must be professional in nature. 10

Ad must use proper grammar and spelling. 15


Student Name: _____________________________________________________________________________

Date: _____________________________________________________________________________________


PBL Competitive EventsIntroduction

Mission Statement Program Design and Purpose

General InformationSpecial Note to Advisers and AdministratorsChanges to this EditionPreparing for CompetitionGeneral GuidelinesEligibility GuidelinesEvent Regulations

Chapter Events—Written Reports Chapter Events—Oral Presentations Individual and Team Events—Projects

and Oral Presentations Skill Events

Accounting Analysis & Decision Making (I) Accounting Principles (I)Accounting for Professionals (I)American Enterprise Project (C)

Edward D. Miller Award

Business Communication (I)Business Decision Making (T)Business Ethics (T)Business Law (I)Business Plan (I) or (T)Businessperson of the YearC++ Programming (I)Community Service Project (C)Computer Applications (I)Computer Concepts (I)Database Design & Applications (I) NEWDesktop Publishing (T)Digital Video Production (I) or (T) NEWE-business (I) or (T) NEWEconomic Analysis & Decision Making (I)Economic Concepts (I)Emerging Business Issues (T)Financial Analysis & Decision Making (I)Financial Concepts (I)

Future Business Executive (I)Future Business Teacher (I)Gold Seal Chapter Award of Merit

Hollis and Kitty Guy Award

Hospitality Management (I)Human Resource Management (I)Impromptu Speaking (I)Information Management (I)International Business (I)Java Programming (I)Job Interview (I)Local Chapter Annual Business Report (C)

Hamden L. Forkner Award

Management Analysis & Decision Making (I) Management Concepts (T) Marketing Analysis & Decision Making (I)Marketing Concepts (I)Network Design (T)Networking Concepts (I)Parliamentary Procedure (T)

Dorothy L. Travis Award

Partnership with Business Project (C)Public Speaking (I)Sales Presentation (I)Sports Management and Marketing (I) State Chapter Annual Business ReportStatistical Analysis (I)Telecommunications (I)Visual Basic Programming (I)Web Site Development (I) or (T)Who’s Who in PBLWord Processing (I)Recommending a New or Modified Competitive EventCompetitive Event Recommendation FormFormat Guide

Note: I – Individual Event, T – Team Event, C – Chapter Event

V-2

C O M P E T I T I V E E V E N T S



V-�C H A P T E R M A N A G E M E N T H A N D B O O K (2006 – 2007 PBL Version)

PBL Competitive Events

INTRoDuCTIoNThis section includes the guidelines for the Competitive Events Series of the National Awards Program for the PBL division. These guidelines and the program they represent are the results of a lot of hard work on the part of many dedicated individuals for a period of many years. Their commitment to this association and their work are recognized and appreciated.

Mission StatementThe mission of the National Awards Program (NAP) is to prepare students for successful careers in business through support for curriculum development and in-novative assessment tools. To help meet that charge, this Competitive Events Series has been developed and made available to local and state chapters for use in assessing students in the various knowledge, skills, and abilities that make up today’s business education curriculum.

Program Design and PurposeThe Competitive Events Series exemplifies the range of activities and focus of FBLA-PBL, Inc. These events are based on projects developed from the goals of FBLA-PBL and the curricula of business education programs.

FBLA-PBL is committed to facilitating the transition of its members from their educational development into their career path. The competitive events program plays a central role in delivering on this commitment. The program allows members to demonstrate and validate their mastery of essential business concepts, skills, and knowledge. In addition, members participating in this program will:

■ demonstrate their career competencies, business knowledge, and job-related skills;

■ expand their leadership skills;

■ demonstrate their competitive spirit; and

■ receive recognition for their achievements.

The FBLA-PBL competitive events program is de-signed to correlate with nationally recognized business curriculum standards. For instance, members partici-pating in competitive events demonstrate their mastery of the Foundation Skills and Competencies outlined by the SCANS Workplace Skills Standards. These include:

Foundation Skills

■ Basic skills: reading, speaking, listening, and know-ing arithmetic and mathematical concepts

■ Thinking skills: reasoning, making decisions, think-ing creatively, solving problems, seeing things in the mind’s eye, and knowing how to learn

■ Personal qualities: responsibility, self-esteem, socia-bility, self-management, integrity, and honesty

Competencies

■ Resources: identifying, organizing, planning; and allocating time, money, materials, and workers

■ Interpersonal skills: negotiating, exercising leader-ship, working with diversity, teaching others new skills, serving clients and customers, and participat-ing as a team member

■ Information skills: using computers to process in-formation and acquiring and evaluating, organizing and maintaining, and interpreting and communicat-ing information

■ Systems skills: understanding systems, monitoring and correcting system performance, and improving and designing systems

■ Technology utilization skills: selecting technology, applying technology to a task, and maintaining and troubleshooting technology

V-�

P B L C O M P E T I T I V E E V E N T S S E R I E S


GENERAL INFoRMATIoNThe administration and conduct of FBLA-PBL’s com-petitive events program is vested in the national staff, under the direction of the NAP Committee. Members of the NAP Committee are selected based on their experi-ence and expertise in the development and/or admin-istration of competitive events. Committee members serve three-year terms and are responsible for approving event additions/deletions, ensuring that events are cur-rent and relevant, developing guidelines for competi-tive events, and administering the competitive events program at the National Leadership Conference.

The NAP Committee follows a deliberate process in reviewing and updating the Competitive Events Series. The review process is designed to respond in as timely a fashion as possible to the changing environment in which business education finds itself, while ensuring appropriate input and participation from local and state advisers and members.

In general, the NAP Committee is committed to regular review of all competitive events. All events are evaluated following the National Leadership Conference for administrative and operational improvements. In addition, each event is reviewed once every three years to ensure that the content, focus, and objectives of the event continue to be relevant, timely, and appropriate to FBLA-PBL programs and objectives. Finally, the NAP Committee welcomes and encourages local and state advisers, members, or other interested parties to submit ideas for event improvements or additions. Individuals desiring to submit recommendations to the NAP Com-mittee, or to make comments about the competitive events program, are encouraged to review the procedure outlined on page V-88.

SPECIAL NoTE To ADVISERS AND ADMINISTRAToRSChapter advisers and school administrators are en-couraged to keep the following points in mind as they prepare their students for participation in the National Awards Program Competitive Events.

■ Competitive events are excellent motivating devices; they help to instill the desire to learn and to achieve.

■ To be the best generally requires innate ability, high motivation, and many hours of hard work.

■ Travel and interaction with students from other schools are tremendous learning opportunities for students.

■ Competitive events can be helpful in building school spirit and in publicizing a business program.

■ Competitive events should not be used to determine curricula, teaching methodology, time spent on class activities, textbooks to be used, grading procedures, or for teacher evaluations.

■ Too much effort should not be given to trying to compile test files by securing copies of previous tests and/or having competitors make copious notes fol-lowing their events.

■ Excessive class time should not be spent on areas covered in competitive events at the expense of other subject matter that should be taught.

■ Delaying contestant selection as long as possible is encouraged so that more students are striving for mastery or excellence in a particular area.

■ A teacher’s competence or effectiveness should not be judged by the number of PBL winners. A teacher is not an excellent teacher simply because a student wins a competitive event any more than a teacher is a poor teacher because a student does not win.

■ Likewise, the success of a local chapter should not be determined strictly by the performance of its members in competitive events. While an important element of the overall FBLA-PBL program, com-petitive events are just that—a part. Many activities and programs work together to build a successful chapter.

■ Teachers should recognize the value of competitive events, maintain a professional attitude towards the events, and keep them in proper perspective.

CHANGES To THIS EDITIoNPlease review these guidelines carefully for modifica-tions and changes. The following list highlights the most significant changes made for the 2006–2007 membership year.

I. New Events

A. Database Design & Applications—individual

B. Digital Video Production—individual or team

C. E-business—individual or team

II. Competitive Events Revisions/Modifications

A. Management Concepts—this event is a team event and a performance component has been added.

B. Business Decision Making—a team may now be two (2) or three (�) members.

C. Multimedia Presentation event has been retired.

D. A programming component has been added to C++, Java, and Visual Basic. The program will be prejudged.

V-5



E. Each state may submit two entries in all events.

F. Two copies of the following reports or media must be submitted for judging—America Enterprise Project, Business Plan, Community Service Project, Digital Video Production, Lo-cal Chapter Annual Report, Partnership with Business Project, State Chapter Annual Busi-ness Report, and Programming events (C++, Java, Visual Basic).

G. Six (6) copies of the Business Ethics synopsis must be submitted to the national center for judging by the second Friday in May.

H. Competency revisions for Business Law, Financial Concepts, Hospitality Management, Human Resource Management, Networking Concepts, programming events, and Telecom-munications.

I. Check rating sheets for revisions.

J. All judges question-and-answer time is three (3) minutes.

K. The preliminary performance is not open to conference attendees.

L. Each state may submit only one entry for Busi-nessperson of the Year.

M. Copies of the resumes and letters for Future Business Executive, Future Business Teacher, and Job Interview should be submitted in six (6) separate labeled fi le folders.

III. Administrative and Procedural Reminders

A. The topics for the Business Ethics, Digital Video Production, E-business, Emerging Busi-ness Issues, programming events, and Web Site Development events are included in each of the event guidelines.

B. For all events allowing equipment to be used, the equipment must be provided by the indi-vidual and/or team except for E-business and Web Site Development. A screen and electric power will be provided.

C. Microphones will not be used in any events except Parliamentary Procedure.

D. Non-graphing calculators will be provided for all objective tests. Students may bring a fi nan-cial calculator for the the accounting events, the two fi nancial events, and the statistical analysis event.

PREPARING FOR COMPETITIONThe PBL National Awards Program is a very exciting part of the PBL year. Each state is allowed to send two representative(s) in all events. Members prepare for months for the opportunity to shine nationally. The knowledge, experience, and motivation gained from competing makes every participant a winner.

Not everyone can go to the National Leadership Conference and take home an award. However, mem-bers can increase their chances by working with their advisers to ensure careful advanced preparation, adherence to all relevant guidelines and rules, and by following these tips.

I. Comply with entry procedures and regulations.

■ Check the status of membership dues. Students wishing to compete must be paid members. Each state sets its own eligibility deadline for district and state competitions; PBL’s national deadline is April 15.

■ Ensure that the entry forms are completed properly and submitted by the published deadline. This is the responsibility of the local adviser for district and state competitions and the state adviser for national events.

II. Be familiar with the event guidelines.

■ Check the current edition, contained in this handbook, of the PBL NAP Competitive Event Guidelines for a complete listing of individual, team, and chapter events.

■ Make copies of the appropriate guidelines and rating sheets. Check with your state chapter for modifi cations to the national guidelines for district or state competitions. Don’t forget to check the general and special guidelines at the front of this section for ad-ditional information.

■ Become completely familiar with the pro-cedures to be followed in administering the event.

■ Determine from the rating sheets and guide-lines exactly what areas will be judged.

III. Identify and assemble needed resources.

■ Obtain a variety of textbooks on your subject matter to study. FBLA-PBL provides a PBL Competitive Event Study Guide with prepa-ration tips and sample questions that can be ordered through the FBLA-PBL MARKET-PLACE (1-866-325-2725).

■ Contact former and current chapter members who have entered this event in previous years.

■ Find mentors and other experts who can help you prepare.

IV. Prepare for competition.

■ Where appropriate, involve faculty, other members, advisory committee members, and business people. These are excellent resourc-es—use them!

■ Practice makes perfect! Try to recreate as realistically as possible the conditions under which the competition will take place.

V-6



V. Comply with competition regulations.

■ Be familiar with the information to be pro-vided and the deadlines to be met.

■ Make sure that copies of materials to be sub-mitted to judges are error-free and that they are submitted in the proper format.

■ Calculators supplied by the national center can be used in all written events as appropriate.

GENERAL GuIDELINESI. Dress Code. Members must adhere to the dress

code established by the Board of Directors in order to participate in a competitive event at the NLC. A copy of the dress code is included in the National Organization section of the Chapter Management Handbook. In addition, the dress code is included in each conference guide.

II. NLC Registration. Members must be registered for the conference (following current registration guidelines) in order to participate in a competitive event.

III. National Dues. All participants who enter a Com-petitive Event must have paid dues by April 1� of the current school year.

IV. Additional Materials. Reference manuals, textbooks, and other resource materials may not be taken to or used during competitive events. Exceptions to this rule are clearly identified in the guidelines for each individual event. For instance, when an event’s guideline specifies materials or equipment that may be used (e.g., a �" x 6" card or a calculator), only those materials or that equip-ment may be used. If an item is not listed, it is to be assumed that it is not allowed. Individual par-ticipants and participating teams must conform to this event regulation or be disqualified.

V. Recording of presentations. No audio or video recording devices will be allowed in any competi-tive event. Participants in the team performance events should be aware that the National Associa-tion reserves the right to record any performance for use in study or training materials.

VI. Due dates. Event guidelines state all materials must be received no later than the end of busi-ness on the second Friday in May. It is the state chairman’s responsibility to forward these materi-als to the national center.

VII. Event Entry Forms. Event entry forms will be mailed to the state chairman, or designated rep-resentative, with the exception of those required for the PBL Membership Awards (detailed in the Chapter/Member Recognition section of this

handbook.) Nomination and entry forms for these events will be distributed as appropriate before the NLC. The state chairman, or designee, must certify the state’s entries and include them on the official entry form(s).

VIII. Event Verification. A state committee member, or designee, must report to the event confirmation desk at the NLC to verify all event registrations. Changes to the state’s event participant roster must be accompanied by proof of NLC registra-tion.

IX. Event Schedules. Participants must report on time for their competitive event or they may be disqualified. With rare exceptions, participants will be allowed to reschedule events to accommodate other conference activities or travel schedules. The NAP Committee has full discretion as to whether an exception can be granted to this policy.

X. Judging. Unless specifically indicated in an indi-vidual event’s guidelines, competitions at the na-tional level will be judged using these procedures. In all cases where judges are involved in scoring an event, the decision of the judges is considered final. All announced results are final upon the conclusion of the NLC.

A. Individual Events (Tests only.) Ties will be broken by comparing the performance of af-fected members on the last ten questions of the exam, and then by time.

B. Individual, Team, and Chapter Events (Re-port and Presentation.) All materials will be screened to ensure that chapters have followed the regulations. All materials sent to the nation-al center will be prejudged. A separate panel of judges will evaluate the oral presentations. Final rank is determined by totaling the prejudged scores and the oral presentation scores.

C. Individual and Team Events (Test and Per-formance.) The objective test portion of these events will be online. The performance portion, including written materials where appropriate, of these events will be evaluated by a panel of judges. The various portions of the events will be weighted as follows:

1. Business Decision Making. Finalists will be selected based on the scores of the objec-tive test. A panel of judges will evaluate the performances of these finalists and select winners. The objective test score will be added at this stage only to determine final rank in case of a tie.

2. Future Business Executive and Future Business Teacher. Finalists will be selected by combining at equal weight the scores

V-7



from the objective test and the initial in-terview/material review. Final rank will be determined using the score from the second interview. The application materials will be used at this stage only to determine fi nal rank in case of a tie. In the event that fewer than twenty (20) participants apply for this award, the second interview can be elimi-nated and winners are selected by combin-ing the scores of the objective test and initial interview/material review.

3. Management Concepts. Finalists will be selected based on the scores of the objec-tive test. A panel of judges will evaluate the performances of these fi nalists and select winners. The objective test score will be added at this stage only to determine fi nal rank in case of a tie.

4. Network Design. Finalists will be selected based on the scores of the objective test. A panel of judges will evaluate the perfor-mances of these fi nalists and select winners. The objective test score will be added at this stage only to determine fi nal rank in case of a tie.

5. Parliamentary Procedure. Finalists will be selected based on the scores of the objec-tive test. A panel of judges will evaluate the performances. Final rank will be determined by weighting 20 percent of the team’s aver-age written test score and 80 percent of the performance score.

D. Skill Tests. The score received on the objective portion of the event will constitute 15 percent of the fi nal event score.

Judging of the production portion of these events will be based on fi nal copy. A panel of judges for this event will evaluate all docu-ments produced. The score received on this portion of the event will constitute 85 percent of the fi nal event score.

Ties in this event will be broken by compar-ing the performance of the affected members on the last ten questions of the objective exam, and then by time.

XI. Copyright and Fair Use Information. It is the policy of FBLA-PBL to comply with state and fed-eral copyright laws. The following Web sites may be used as a reference:

A. Copyright and Fair Use Guidelines for Teachers at http://www.mediafestival.org/copyrightchart.html

B. U.S. Copyright Offi ce at http://www.copyright.gov/ or http://www.copyright.gov/title17/circ92.pdf

XII. National Awards. The event judges and/or the number of entries will determine the number of winners in the event. The maximum number of winners for each event, unless otherwise specifi ed, will be ten.

ELIGIBILITY GUIDELINESI. Membership Status. Competitive events are

provided as a membership benefi t for the Phi Beta Lambda (postsecondary) division. Only those stu-dents who meet the offi cial membership eligibility requirements and are on record with the national association as dues-paid members on or before April 15 are eligible to compete in these events. Membership in PBL is unifi ed on the local, state, and national levels and is not available separately. FBLA-PBL members may participate only in the competitive events associated with their affi liated divisions.

II. Event Types. National events are divided into four categories: Recognition Events, Chapter Events, Individual Events, and Team Events.

III. Recognition and Chapter Events. Recognition events generally are directed toward chapters and/or individuals other than members who have pro-vided outstanding support for FBLA-PBL. Refer to the Chapter/Member Recognition tab in this book. In the rare case that a recognition event involves a member, such participation will not preclude that member from competing in another member or chapter event.

IV. Open Events. Each year at the National Leader-ship Conference a variety of open events will be offered. Members can participate in these events without any pre-qualifi cations or pre-registration.

V. Individual and Team Events.

A. A PBL competitor may compete in any two events.

B. National Parliamentarian. A member taking the National Parliamentarian selection test is not classifi ed as a competitive event participant and may compete in another event.

C. Who’s Who. A member nominated for Who’s Who in PBL, which is recognition and not a member event, may compete in another event.

V-8



VI. Repeat Competitors. Members may not repeat an event at the NLC. Exceptions to this regulation are as follows:

A. Team Events. In the case of an entry submitted by a team, rather than an individual, one mem-ber of the team may compete a second time in Business Decision Making, Business Plan, Business Ethics, Digital Video Production, E-business, Emerging Business Issues, Man-agement Concepts, Network Design, and Web Site Development. A student may not compete more than twice in the same team event.

B. Parliamentary Procedure. Two members of the team may have competed in this event at a previous NLC.

C. A member who has submitted an individual entry may not compete again in the same event.

D. Pilot Events. Participation in a pilot event does not disqualify a member from competing in the same event once it becomes an official competition.

VIII. Graduate Students. Members who are, or have been, enrolled in a graduate program as of De-cember 1 of the current school year are not eligible to participate in the competitive events program.

IX. Number of Competitors. Each PBL competitor may compete in any two events and the state may enter two entries in all events.

EVENT REGuLATIoNSThe following regulations apply to all competitive events in the class indicated. Please make sure that you review these guidelines carefully as they will be strictly enforced. Entries not adhering to these regulations, as well as any event-specific guidelines, will be disquali-fied. The state chairman will receive notification of any disqualifications.

I. Written Reports. These regulations apply to the American Enterprise Project, Business Plan, Com-munity Service Project, Local Chapter Annual Business Report, Partnership with Business Proj-ect, and State Chapter Annual Business Report.

A. Report Contents1. Reports must contain a table of contents; a

title page, divider pages, and appendices are optional.

2. Report pages must be numbered.�. Reports must not exceed �0 pages, includ-

ing the title page, table of contents, divider pages, and appendices. Front and back cov-ers are not counted in the page limit.

�. Pages must be standard 81/2" x 11" paper.�. Pages must not be laminated or bound in

sheet protectors.

6. Reports may be single- or double-spaced.7. Each side of the paper providing informa-

tion is counted as a page.8. Valuable items should not be included with

the report. Copies should be sent rather than important original documents.

9. No items may be attached to any page in the report. Scrapbooks and loose or bulky exhibits are not acceptable.

10. Follow the Rating Sheet sequence in writing the report.

B. Report Covers1. Report covers must be of a weight such as

cover stock, index stock, or card stock and include both a front and back cover.

2. Report covers must contain the follow-ing information: Name of the School, State Chapter, Name of the Event, and Year (200x–200x). They may also contain other information.

�. The report covers are not counted against the page limit.

�. Cut out cover stock covers are allowed, but the page containing the cover information is counted in the page count.

�. Covers may not be in plastic binders, be laminated, or have a plastic sheet overlaying the printed cover.

6. All reports must be bound (e.g., tape bind-ing, spiral binding, etc.)

7. No items, such as labels or decals, may be attached to the front cover.

8. Two- or three-ring binders are not accept-able as report covers.

9. Report covers must not exceed 91/2" x 12".

C. General Requirements1. Student members, not advisers, must pre-

pare reports. State and local advisers should serve as consultants to ensure that the report is well organized, contains substantiated statements, and is written in an acceptable business style.

2. FBLA-PBL encourages local chapters to co-operate on projects during the year. Howev-er, each chapter involved in the project must write and submit an independent report.

�. Reports must describe activities of the chap-ter that were conducted between the start of the previous State Leadership Conference and start of the current State Leadership Confer-ence. The State Chapter Annual Business Re-port is the one exception to this requirement. Activities in the state chapter report should cover the period from just after the previous State Leadership Conference through the end of the current State Leadership Conference.

�. Two (2) copies of each report should be sent to the national center by the second Friday in May. Reports will not be returned.

V-9



�. Reports submitted for competition become the property of FBLA-PBL, Inc. These reports may be used for publication and/or repro-duced for sale by the national association.

II. Chapter/Team Events—oral Presentations. The following regulations apply to the oral presenta-tion component of the American Enterprise Proj-ect, Business Plan, Community Service Project, and Partnership with Business Project.

A. One (1) to three (�) members may represent the chapter in making the oral presentation.

B. Preliminary and Final Oral Presentation. The team members must perform all aspects of the presentation (e.g. speaking, equipment setup, operating audiovisual equipment, etc.).

C. Visual aids and samples specifically related to the project may be used in the presentations. However, no items may be left after the presen-tation with either the judges or the audience.

III. Individual and Team Events—Projects and oral Presentations.

A. Projects must be labeled with the name(s) of the member(s), their state chapter, the name of the event, and the year. Projects must be the origi-nal work of the member(s) listed on the project.

B. Two (2) copies of each project should be sent to the national center by the second Friday in May. Project materials will not be returned.

C. Projects submitted for competition become the property of FBLA-PBL, Inc. These materials may be used for publication and/or reproduced for sale by the national association.

D. For all appropriate events with the exception of the next bullet, equipment must be provided by the school.

E. A windows-based computer, projection device, and Internet access will be provided for E-busi-ness and Web Site Development.

IV. Skill Events. The following regulations apply to the Computer Applications, Database Design & Applications, Desktop Publishing, and Word Pro-cessing events.

A. School-Site Testing Administration. A portion of the skill events is administered prior to the National Leadership Conference. The admin-istration of the National School Site Skills Test may be accomplished through implementation of one of the following choices. 1. The state chairman/state adviser designates

the date, time, and central site location for the test.

2. The state chairman/state adviser or member of the state committee may be designated to travel to various sites for administration of the exam(s).

�. The state chairman/state adviser may send the exam(s) to a local administrator at the

student’s location who will designate a neu-tral person to administer the test. Local PBL advisers may not be the test administrator or proctor.

Under options one and two, equipment and software will be arranged by the state chair-man/state adviser. The deadline for return-ing the School Site Skills Test materials will be included with the testing materials.

B. Allotted Time. Each event’s individual guide-lines specify a maximum time allowed for completion of the event. This time must run continuously and cannot be administered in multiple sessions. Once an event has begun, the clock may be stopped only for repair of technical problems outside the control of the student being tested. Time should begin imme-diately following the resolution of the technical challenge and continue with the remaining time. Entries that have been administered in multiple sessions, or that have exceeded the allowed time limit, will be disqualified.

C. Standards of Mailability. Materials submitted in these events are graded against the standard of zero errors and business-like format. The Format Guide must be followed for proper formatting of any type of word processing documents. See the Format Guide at the end of this section on page V-App. 1.

In grading these materials, the following errors will make the copy mailable with slight corrections and will result in a penalty of two (2) points per error. 1. Omission of a non-essential part of a docu-

ment (e.g., reference initials, enclosure nota-tion, etc.)

2. Minor errors in vertical placement �. Minor errors in horizontal placement �. Minor spacing errors �. Inserted or omitted words that do not

change the meaning of the sentence 6. Transposed words that do not change the

meaning of the sentence

The following errors will make the copy mail-able with serious corrections and will result in a penalty of five (5) points per error. 1. Failure to follow specific directions 2. Keying or spelling errors �. Inserted or omitted words that change the

meaning of the sentence �. Omission of essential parts of a document

(e.g., date, inside address, etc.) �. Format Guide not followed

V-10

P B L E V E N T D E S C R I P T I O N S


ACCOUNTING ANALYSIS & DECISION MAKING Earning a degree in a specifi c fi eld is important to an individual’s future success in the job market. This event recognizes PBL members who possess knowledge across the core curriculum in the area of accounting.

Competencies The objective test may include questions on Interme-diate Accounting I & II, managerial accounting, cost accounting, advanced accounting, and auditing.

Eligibility Each state may enter two (2) participants who are mem-bers of active local chapters and are on record in the FBLA-PBL National Center as having paid dues by April 15 of the current school year.

Procedure An one-hour objective test will be administered based on the previously listed competencies.

Participants may bring a fi nancial calculator.

ACCOUNTING PRINCIPLES Knowledge of accounting principles is essential in prepar-ing for careers in business. This event provides recognition for PBL members who have an understanding of the basic principles of accounting and who give evidence of their knowledge in solving practical accounting problems.

Competencies The objective test will include problems covering the basic principles of fi nancial accounting. The questions may pertain to basic concepts; principles, and terminol-ogy; measurement, valuation, realization, and presenta-tion of assets; fi nancial statements; accounts payable and receivable; ownership structure; worksheet; and professional standards and ethics.


Participants must not have had more than two semesters or four quarters of accounting instruction, with no intermediate accounting classes or advanced accounting classes.



ACCOUNTING FOR PROFESSIONALS Knowledge of accounting, tax, and auditing principles is essential to a successful career in the accounting profession. These concepts are also useful in business careers outside the accounting profession. This event provides recogni-tion for PBL members who demonstrate a comprehensive understanding of accounting, tax, and auditing principles.

Competencies The objective test may include problems on various areas of fi nancial accounting and federal income tax, as well as basic auditing principles and concepts. The questions may pertain to audit controls, evidence, procedures, and reporting; measurement, valuation, realization/recognition; taxation; measurement and pre-sentation of income and expense items; presentation of assets and liabilities; professional standards and ethics; cost accounting; accounting concepts, principles, and terminology; fi nancial statements and worksheets; not-for-profi t and governmental accounting; and ownership structure and valuation of equity accounts.




V-11



AMERICAN ENTERPRISE PRoJECTEdward D. Miller AwardThe Edward D. Miller Award recognizes PBL chapters that develop projects within the school and/or community that increase understanding of and support for the American enterprise system by developing an information/education program.

Project Purpose The project must promote an awareness of some facet of the American enterprise system within the school and/or community and be designed for chapter partici-pation rather than individual participation. The event is not designed to raise money for the chapter. Rather, the intent is to help members learn more about the eco-nomic system under which they live and to then share their expertise in some way with others inside and/or outside of the school.

Eligibility Each state may enter two (2) chapter projects from its active local chapters that are on record in the FBLA-PBL National Center as having paid dues by April 1� of the current school year.

Procedures Note: Please refer to the Event Regulations on page V-8 at the beginning of this section for additional information.

Written Report Report formats must follow the same sequence shown on the rating sheet. If information is not available for a particular criterion, include a statement to that effect in the report. The report must be similar to that of a busi-ness report with substantiated statements in a clear and concise format.

Two (2) copies of the written report must be submit-ted to the national center for judging by the second Friday in May.

Preliminary Round—Oral Presentation The top two projects from each state are eligible to com-pete at the National Leadership Conference. The reports will be prejudged according to the attached rating sheet.

One (1) to three (�) members from each local chap-ter will give an oral presentation. Five minutes (�) will be allowed to set up equipment or presentation items and seven (7) minutes to describe the project and the results obtained. The chapter must provide all equip-ment for the presentation. Visual aids and samples specifically related to the project may be used; however, no items may be left with the judges or audience.

A timekeeper will stand at six (6) minutes. When the

presentation is finished, the timekeeper will record the time used, noting a deduction of five (�) points for any time over 7 minutes. Following each presentation, the judges may conduct a three-minute (�) question-and-answer period.

The preliminary performance is not open to confer-ence attendees.

Scores from the written report as well as the prelimi-nary oral presentation will determine the final rank. The top ten (10) chapters—or an equal number from each group—will proceed to the final round.

Final Round—Oral Presentation The top ten (10) chapters—or an equal number from each group—will give an oral presentation.

The final guidelines are the same as the preliminary guidelines described above.

Only the final performance is open to conference at-tendees, except performing participants of this event.

V-12



American Enterprise ProjectWritten Report Rating Sheet

Not Does Not Meet Meets Exceeds PointsEvaluation Item Demonstrated Expectations Expectations Expectations Earned

Content

Purpose of project 0 1 – � 6 – 10 11 – 1� ■ Project designed specifically to promote local understanding of and support for the American Enterprise system

Research into school and/or community needs 0 1 – 2 � – � �

Planning and development of project 0 1 – 7 8 – 1� 1� – 20

Implementation of project 0 1 – � 6 – 10 11 – 1�

Evaluation and results 0 1 – 7 8 – 1� 1� – 20 Benefits to and impact on the school and/or community

Format of ReportClear and concise presentation with logical 0 1 – � � – 7 8 – 10

arrangement of information

Creativity in the project presentation 0 1 – 2 � – � �

Correct grammar, punctuation, spelling, and 0 1 – � � – 7 8 – 10 acceptable business style

Total Points /100 max.

School: _____________________________________________________________________________________

State: ______________________________________________________________________________________

Judge’s Signature: _______________________________________________ Date:_________________________

Judge’s Comments:

V-1�



American Enterprise Projectoral Presentation Rating Sheet❐ Preliminary Round ❐ Final Round


DeliveryVoice quality and diction 0 1 – � � – 7 8 – 10

Poise and professional appearance 0 1 – � � – 7 8 – 10

Self-confidence and assertiveness 0 1 – 2 � – � �

Explanation of the ProjectDescription of project development and 0 1 – 8 9 – 18 19 – 2�

strategies used to implement project

Appropriate level of member involvement 0 1 – � � – 7 8 – 10

Degree of impact on the community and 0 1 – 7 8 – 1� 1� – 20 its citizens

Evidence of publicity received 0 1 – 2 � – � �

Student evaluation of project effectiveness 0 1 – 2 � – � �

Demonstration of ability to effectively 0 1 – � � – 7 8 – 10 answer questions


Time Penalty Deduct five (�) points for presentation over 7 minutes. Time:

Dress Code Penalty Deduct five (�) points when dress code is not followed.

Presentation Score /100 max.

Report Score /100 max.

Final Score /200 max.

School: _____________________________________________________________________________________

State: ______________________________________________________________________________________


Judge’s Comments:

V-14



BUSINESS COMMUNICATIONLearning to communicate in a manner that is clearly understood by the receiver of the message is a major task of all business people. This event provides recognition for PBL members who demonstrate competencies in writing, speaking, and listening concepts.

Competencies This event is composed of two (2) parts: an objec-tive test and a writing exercise. The objective test may include questions on mechanics of appropriate business English; acceptable writing mechanics and format of business letters and report writing; and listening, oral, and nonverbal concepts.


Objective Test An one-hour objective test will be administered based on the previously listed competencies.

Non-graphing calculators will be provided.

Writing Exercise Each participant must complete a writing exercise at the National Leadership Conference. No reference materi-als may be used. Thirty minutes will be allowed for this portion of the event.

Both the objective test and writing sample will be worth 100 points.

V-1�



Business CommunicationRating Sheet

Not Does Not Meet Meets Exceeds PointsEvaluation Item Expectations Demonstrated Expectations Expectations Expectations Earned

ContentPosition is clearly stated and consistently 0 1 – 7 8 – 1� 1� – 20

maintained. Clear reference(s) to the issue(s) are stated.

Information provided clearly supports the 0 1 – 7 8 – 1� 1� – 20 position; evidence is sufficient.

Organization and structure of the exercise is 0 1 – 7 8 – 1� 1� – 20 clearly developed.

Tone is consistent and enhances persuasiveness 0 1 – 7 8 – 1� 1� – 20 or is convincing.

OrganizationSentence structure is correct. 0 1 – � � – 7 8 – 10

Punctuation, spelling, and capitalization are 0 1 – � � – 7 8 – 10 correct.

Total Writing Sample Points /100 max.

Total Objective Test Score /100 max.


Name:______________________________________________________________________________________

School: _____________________________________________________________________________________

State: ______________________________________________________________________________________


Judge’s Comments:

V-16



mance will be drawn at random by an impartial person in the event offi ce.

Oral Presentation Members of the ten (10) participating fi nalist teams will meet for instructions and time assignments forty-fi ve (45) minutes before the fi rst performance is scheduled to begin. All team members will be sequestered until their performance times. Twenty-fi ve (25) minutes be-fore performance, each team will receive the case study.

Two (2) 4" x 6" index cards will be provided for each participant and may be used during the preparation and performance of the oral segment of the event. Informa-tion may be written on both sides of the note cards.

No reference materials or visual aids may be brought to or used during the preparation or performance.

The team has fi fteen (15) minutes to present the case.

One member should introduce the team and de-scribe or summarize the case study. All team members must participate in the presentation. The team members will be allowed to use their note cards in explaining their decisions and rationale to the judges.

A timekeeper will stand at fourteen (14) minutes. When each team is fi nished, the time used will be recorded. A fi ve (5) point deduction will be made for presentations over fi fteen (15) minutes. A maximum of three (3) additional minutes will be allowed for ques-tions from the judges. Participants should be prepared to defend their decisions and respond to questions from the judges.

Case study performances are open to conference at-tendees, except performing participants of this event.

BUSINESS DECISION MAKINGThis event recognizes PBL members who develop compe-tency in management, decision making, and leadership quality, and who demonstrate knowledge of these key prin-ciples. This event is based on team rather than individual competition. In addition to learning and applying business decision-making skills, team participants develop speaking ability and poise through oral presentations.

Competencies This event is composed of two (2) parts: an objective test and a decision-making problem (case study) with the decision presented and defended before a panel of judges.

Objective Test The objective test may include questions on the prin-ciples of business ownership and management, busi-ness plans, ethics and social responsibilities, fi nancial management, government regulations, human resource management, legal issues, marketing management, and taxation.

Case Study The case study will consist of a problem encountered by management in one or more of the following areas: business planning, organizational design, economic environment, short-term and long-range planning, personnel management, fi nancial management, and marketing management. All the questions raised in the case must be addressed during the oral presentation.

Eligibility Each state may enter two (2) teams of two (2) or three (3) members. One (1) team member may have entered this event at a previous National Leadership Confer-ence. Team members may be from one or more active local chapters and must be on record in the FBLA-PBL National Center as having paid dues by April 15 of the current school year.

Procedures


Team members will take one objective test collaboratively.


The ten (10) teams with the highest score will be scheduled for a performance test. The order of perfor-

V-17



Business Decision Making Performance Rating Sheet


ContentProblem is understood and well-defined 0 1 – � 6 – 10 11 – 1�

Alternatives are recognized with pros and cons 0 1 – � 6 – 10 11 – 1� stated and evaluated

Logical solution is selected with positive and 0 1 – � 6 – 10 11 – 1� negative aspects of its implementation given

Anticipated results are based on correct reasoning 0 1 – � 6 – 10 11 – 1�

Demonstration of ability to effectively answer 0 1 – � � – 7 8 – 10 questions

Explanation of the CaseThoughts and statements are well-organized and 0 1 – � 6 – 10 11 – 1�

clearly stated; appropriate business language is used

Team members are forceful and show self- 0 1 – � � – 7 8 – 10 confidence, poise, and good voice projection

All team members participate actively during 0 1 – 2 � – � � the presentation


Time Penalty Deduct five (�) points for presentation over 1� minutes. Time:



Objective Test Score To be used only in the event of a tie.

Names: _____________________________________________________________________________________

School: _____________________________________________________________________________________

State: ______________________________________________________________________________________

Judge’s Signature: ______________________________________ Date: _________________________________

Judge’s Comments:

V-18



BuSINESS ETHICSEthical decision-making is essential in the business world and the workplace. Often, employees must make decisions that are not just about what is right or wrong, but rather clarifying vague choices. This event requires students to organize adequately and deliver a presentation effectively as a team. They should demonstrate critical thinking skills though the careful analysis of the various ethical dimen-sions that are present in their case study. The case studies are based on real-life situations.

Competencies The content of the presentation must include good oral communication skills, group collaboration, and critical thinking and analysis. In addition, students will thor-oughly research and present their findings.

2007 National Leadership Case Study The 2007 Case Study topic is “Biotechnology and Health Care” and must identify ethical dilemmas from a busi-ness perspective. Students may choose any case related to this topic and the presentation must include one or more of the following aspects:

■ The relationship between the employee and the employer

■ The relationship between the business and the cus-tomer

■ The relationship between the business and the economy

Participants are expected to research the case prior to the conference and be prepared to present their findings and solutions at the NLC. Participants will be expected to answer judges’ questions on their presentations. Ide-ally this case will be used for competition at the state level. Participants should check with their state adviser to confirm the possible case to be used for their state competition.

Eligibility Each state may enter two (2) teams, composed of two (2) or three (�) members. No more than one (1) team member may have competed in this event at a prior Na-tional Leadership Conference. Participants must be on record in the FBLA-PBL National Center as having paid dues by April 1� of the current school year.

Procedures

General Information Each team’s presentation must be the result of their own independent work. Facts and working data may

be secured from any source. The student members, not advisers, must prepare presentations. All members must participate in the advance research of the topic and in the actual presentations.

■ Each team must send six (6) copies of a written syn-opsis on the case selected, no longer than �00 words.

■ Teams will be permitted to bring prepared notes on note cards to the presentation area.

■ Books, other bound materials, and props will not be allowed.

■ Equipment may not be used.

■ A lectern will be available. No microphone will be used.

Preliminary Round—Oral Presentation Participants will be divided into groups, depending on the number of entries. The order of performance will be drawn at random by an impartial person in the event office.

Each presentation may last no more than twelve (12) minutes. Following each oral presentation, the judges may conduct a three (�) minute question-and-answer period.

One member should introduce the team and de-scribe the ethical situation. All team members must participate in the presentation. Team members will be allowed to use note cards.

A timekeeper will stand at eleven (11) minutes. When each team has finished, the time used will be recorded. A five (�) point deduction will be made for presentations over twelve (12) minutes. A maximum of three (�) additional minutes will be allowed for questions from the judges. Team members should be prepared to respond to questions from the judges.

The preliminary round is not open to conference attendees.

A maximum of ten (10) teams—or an equal number of teams from each group—will be scheduled for the final round.

Final Round—Oral PresentationA maximum of ten (10) teams—or an equal number from each group—will give a presentation.

The order of performance will be drawn at random by an impartial person in the event office.

All other procedures as outlined in the preliminary round will be followed for the final round.

Only the final performances are open to conference attendees, except performing participants of the event.

V-19



Business EthicsPerformance Rating Sheet

❐ Preliminary Round ❐ Final Round


Content and RecommendationEthical dimensions of the problem are 0 1 – � � – 7 8 – 10

clearly defined

Team's position is clearly stated 0 1 – � � – 7 8 – 10

Effective ethical solution is offered 0 1 – � 6 –10 11 – 1�

Questions answered completely and effectively 0 1 – � � – 7 8 – 10

Written Case Synopsis 0 1 – 2 � – � �

Situation is understood and effectively defined 0 1 – � 6 –10 11 – 1�

Delivery of PresentationThoughts and statements are well organized and 0 1 – � 6 – 10 11 – 1�

clearly stated

Team members demonstrate self-confidence, 0 1 – � � – 7 8 – 10 poise, and good voice projection

All team members actively participated 0 1 – � � – 7 8 – 10 in the presentation





Name(s): ___________________________________________________________________________________

School(s): ____________________________________________________________State: __________________

Judge’s Signature: ______________________________________________________Date: __________________

Judge’s Comments:

V-20



BUSINESS LAWThis event provides recognition for PBL members who possess familiarity with those specifi c legal areas that most commonly affect personal and business relationships.

Competencies The objective test may consist of both objective ques-tions and case problems. Questions may address commonly recognized areas of business law includ-ing contracts, negotiable instruments, sales, business organization, agency, bailment, bankruptcy, consumer protection and product liability, insurance, trade regula-tions, torts, ethics and the law, and wills and decedents estates.




BUSINESS PLAN Business plans are an effective tool for evaluating, organizing, and selling a new business concept. A well-developed business plan can be a key component of a successful business start-up. This event recognizes PBL members who demonstrate an understanding and mas-tery of the process required in developing and imple-menting a new business venture.

Report Content An effective business plan should include the following information:

■ Executive Summary. Provides a brief synopsis of the key points and strengths included in the plan. Con-vinces the reader to read the rest of the report.

■ Company Description. Includes the basic details of the business. Provides an overview of the business, its location, and its legal structure and organization.

■ Industry Analysis. Provides an analysis of the larger industry to which the business will belong. Analyzes key trends and players in the industry. Demonstrates an understanding and awareness of external business conditions.

■ Target Market. Provides a brief overview of the na-ture and accessibility of the target market.

■ Competitive Analysis. Includes an honest and com-plete analysis of the business’ competition. Dem-onstrates an understanding of the business’ relative strengths and weaknesses.

■ Marketing Plan and Sales Strategy. Demonstrates how the business’ product or service will be mar-keted and sold. Includes both strategic and tactical elements of the marketing and sales approach.

■ Operations. Provides an overview of the way the business will operate on a day-to-day basis. Includes production processes, physical facility reviews, utilization of technology, and processes followed to ensure delivery of products or services.

■ Management and Organization. Describes the key participants in the new business venture. Identifi es the human resources the business can draw upon either as part of the management team, employee pool, consultants, directors, or advisers and the role each will play in the business’ development. Discuss-es compensation and incentives and details decision-making processes.

V-21



■ Long-Term Development. Gives a clear vision for where the business will be in three, fi ve, or more years. Demonstrates an honest and complete evalua-tion of the business’ potential for success and failure. Identifi es priorities for directing future business activities.

■ Financials. Indicates the accounting methodology to be used by the business. Discusses any assumptions made in projecting future fi nancial results. Presents projections honestly and conservatively.

In addition, many business plans include copies of key supporting documents (e.g., certifi cations, licenses, tax requirements, codes, etc.) in an appendix. Other examples of these types of documents might include letters of intent or advance contracts, product technical descriptions and/or illustrations, endorsements, etc.

Eligibility Each state may enter two (2) projects from active local members. Participants must be on record in the FBLA-PBL National Center as having paid dues by April 15 of the current school year.

Each project may be authored by an individual member or by a team of two (2) or three (3) members. The project must not have been submitted for a previ-ous National Leadership Conference. In the case of a team project, no more than one (1) member may have competed in this event at a previous National Leadership Conference.

Regulations Note: Please refer to the Event Regulations on page V-8 at the beginning of this section for additional information.

1. Student members, not advisers, must prepare reports. State and local advisers should serve as con-sultants to ensure that the reports are well organized, contain substantiated statements, and are written in an acceptable business style.

2. Reports submitted in support of this event must conform to the same guidelines listed under Event Regulations, Chapter Events—Written Reports found on page V-8 of this section.

3. The oral presentation of entries must be conducted by authors of the proposal only. In the case of a proposal submitted by multiple authors, at least one author must be present at the National Leadership Conference to conduct the presentation. No replace-ment or substitute presenters will be allowed. All authors must register for the NLC.

4. Visual aids and samples specifi cally related to the business plan may be used in the presentation. How-ever, no items may be left after the presentation with either the judges or the audience.

5. Proposals may describe proposed business ventures or a current business operation. The business venture must also be currently viable and realistic. The busi-ness described must not have been in operation for a period exceeding 12 months prior to the National Leadership Conference. Reports should not be sub-mitted that evaluate ongoing business ventures.

Procedures Written Report Report formats must follow the same sequence shown on the rating sheet. If information is not available for a particular criterion, include a statement to that effect in the report. The report must be similar to that of a busi-ness report with substantiated statements in a clear and concise format.

Two (2) copies of the business plan must be sub-mitted to the national center for judging by the second Friday in May.

Preliminary Round—Oral Presentation The top two individuals or teams from each state are eligible to compete at the National Leadership Confer-ence. The reports will be prejudged according to the rating sheet.

Five minutes (5) will be allowed to set up equipment or presentation items and seven (7) minutes will be allowed for the oral presentation, which will describe the project and the results obtained. The chapter must provide all equipment for the presentation. Visual aids and samples specifi cally related to the project may be used in the fi nal presentation. However, no items may be left with judges or audience.

A timekeeper will stand at six (6) minutes. When the presentation is fi nished, the timekeeper will record the time used, noting a deduction of fi ve (5) points for any time over seven (7) minutes. Following each presenta-tion, the judges may conduct a three-minute (3) ques-tion-and-answer period.


Scores from the written plan as well as the prelimi-nary oral presentation will determine the fi nal rank. The top ten (10) fi nalists—or an equal number from each group—will proceed to the fi nal round.

Final Round—Oral PresentationThe top ten (10) fi nalists— or an equal number from each group—will present. The fi nal guidelines are the same as the preliminary guidelines described above.

The fi nal performance is open to conference at-tendees, except performing participants in the event.

V-22



Business Plan Written Report Rating Sheet


ContentExecutive Summary 0 1 – 7 8 – 1� 1� – 20

• Convinces reader that business concept is sound and has a reasonable chance of success • Is concise and effectively written

Company Description 0 1 – � 6 – 10 11 – 1� • Legal form of business • Effective date of business • Company mission statement/vision • Company governance • Company location(s) • Immediate development goals • Overview of company’s financial status

Industry Analysis 0 1 – � 6 – 10 11 – 1� • Description of industry (size, growth rates, nature of competition, history) • Trends and strategic opportunities within industry

Target Market 0 1 – � 6 – 10 11 – 1� • Target market defined (size, growth potential, needs) • Effective analysis of market’s potential, current patterns, and sensitivities

Competition 0 1 – � 6 – 10 11 – 1� • Key competitors identified • Effective analysis of competitors’ strengths and weaknesses • Potential future competitors • Barriers to entry for new competitors identified

Marketing Plan and Sales Strategy 0 1 – � 6 – 10 11 – 1� • Key message to be communicated identified • Options for message delivery identified and analyzed • Sales procedures and methods defined

Operations 0 1 – � 6 – 10 11 – 1� • Business facilities described • Production plan defined and analyzed • Workforce plan defined and analyzed • Impact of technology

V-2�



Business Plan Written Report Rating Sheet (cont.)


Content (cont.) Management and Organization 0 1 – � 6 – 10 11 – 1�

• Key employees/principals identified and described • Board of directors, advisory committee, consultants, and other human resources identified and described • Plan for identifying, recruiting, and securing key participants described • Compensation and incentives plan

Long-term Development 0 1 – � 6 – 10 11 – 1� • Long-term goals identified and documented • Risks and potential adverse results identified and analyzed • Strategy in place to take business toward long-term goals

Financials 0 1 – 7 8 – 1� 1� – 20 • Type of accounting system to be used is identified • Financial projects, including monthly cash flow projection, is identified and reasonable • Financial assumptions clearly identified

Supporting Documents 0 1 – � 6 – 10 11 – 1� • May include works cited page, certifications, licenses, tax requirements, codes, technical descriptions, advance contracts, endorsements, etc.

Format of Report Clear and concise presentation with logical 0 1 – � � – 7 8 – 10

arrangements of information

Creativity of written presentation, design, 0 1 – 2 � – � � and graphics



Name(s): ___________________________________________________________________________________

School: _________________________________________________________ State: _______________________

Judge’s Signature: _______________________________________ Date:_________________________________

Judge’s Comments:

V-2�



Business Plan oral Presentation Rating Sheet❐ Preliminary Round ❐ Final Round


DeliveryVoice quality and diction 0 1 – 2 � – � �

Poise and professional appearance 0 1 – 2 � – � �


Explanation of the ProjectDescription of project development and 0 1 – � 6 – 10 11 – 1�


Underlying assumptions explained and supported 0 1 – � � – 7 8 – 10

Risks and potential adverse results identified, 0 1 – � 6 – 10 11 – 1� analyzed, and planned for

All aspects of the plan effectively presented 0 1 – � 6 – 10 11 – 1�

Student evaluation of project effectiveness 0 1 – � � – 7 8 – 10

Demonstration of ability to effectively answer 0 1 – 7 8 – 1� 1� – 20 questions regarding business start-up logistics







Name(s): ___________________________________________________________________________________

School: _____________________________________________________________________________________

State: ______________________________________________________________________________________


Judge’s Comments:

V-2�



BuSINESSPERSoN oF THE YEARThis national event recognizes outstanding leaders from the business sector who have contributed to the success of Future Business Leaders of America-Phi Beta Lambda on the local, state, or national levels.

Eligibility Each state may enter one (1) person in the Businessper-son of the Year event. Nominees must be members of the business sector, not students or educators.

Regulations

1. The entry form must be completed by the state chairman or designee and must be mailed, with the nominee’s biographical sketch to include the bullets under the procedures section, to the FBLA-PBL National Center.

2. Nominees for state and national Businessperson of the Year must be selected in accordance with the regulations of the state chapter and national associa-tion.

�. Nominees must be members of the business com-munity. Persons who are full-time employees of educational institutions, students, or departments of education are not eligible for this award; such nominees will be disqualified.

Procedure Criteria for selection of nominees at the state level should include, but do not have to be limited to,

■ Years of participation in FBLA-PBL activities

■ Promotion of FBLA-PBL through presentations and seminars

■ Contribution to chapter projects and activities

■ Financial assistance to and sponsorship of activities for local and/or state chapter(s)

The biographical sketch of each nominee should particularly address the above areas.

National Awards All nominations received by the national association will be sent a certificate of recognition. Each nominee attending the National Leadership Conference will be recognized during the conference.

V-26



C++ PRoGRAMMING Programming is an essential career area that supports today’s technology-based society. All programming involves the writing of detailed instructions that direct a computer to perform tasks necessary to process data into information. This event recognizes PBL members who have developed an understanding and proficiency in the writing and development of programs in C++.

CompetenciesThis event is composed of two (2) parts: an objective test and a program to be judged.

In addition, the objective test for C++ programming will consist of items related to programming struc-tures: sequence, decision/selection, repetition, objects, arrays, variables, word functions and sub procedures or subroutines, debugging procedures, types of input and output, strings, and constants.

Eligibility Each state chapter may enter two (2) participants in the event. Each participant must be a member of an active local chapter who is on record in the FBLA-PBL National Center as having paid dues by April 1� of the current school year.

Procedures

Objective Test An one-hour objective test will be administered based on the previously listed competencies. The test will be based on the most recent version of the software.

The online test will constitute �0 percent of the final score.

Program for 2007 National Leadership ConferenceParticipation in this event will allow members to dem-onstrate proficiency in conceptualizing, designing, and creating a business program solution. The topic to be addressed by the solution for competition at the 2007 National Leadership Conference will be:

You have just been given the task to completely redesign and write the customer billing program at E-Z Watt Electric Co-Op. Design the algorithm and program solution that will read a file containing the amount of electricity that each customer uses on a monthly basis. The files consist of:

a. an account summary record, which provides the total kilowatt – hours used during the previous month by a customer, the amount owed, and the amount paid; and

b. a monthly reading detail record, which contains the customer number, meter number, and the elec-tricity usage (in kilowatt hours) for the month.

The program will read the electricity usage file and produce a billing report showing the customer number, name, electricity, and the amount owed. The amoun-towed is calculated at 11 cents for each kilowatt–hour used up to 200 hours, and 8 cents for each kilowatt–hour used over 200 hours. The total electricity usage in kilowatt–hours is also to be accumulated and printed.

At the end of each customer bill, compare the total electricity usage accumulated in the program with the value provided in the header record and print an appro-priate message if the totals are not equal.

You may design the data files, input screens, and reports as you see fit.

Prejudged Program

1. Submit two (2) DVDs of the executable object and source files to the national center for judging by the second Friday in May.

2. Entries will be judged according to the rating sheet.

�. The solution must run stand-alone with no programming errors.

�. Points will be deducted for any logical errors.

�. Programs must be accompanied by a readme file noting software used; names of participants, school, state; source of information; and instructions on running the program.

6. Program should run on Windows 2000 or higher computer.

7. The program constitutes 70 percent of the total score.

V-27



C++ ProgrammingRating Sheet


Program readability and styleAppropriate names of variable, method, and 0 1 – 2 � – � �

class names used

Commentary provided line-by-line and/or 0 1 – � 6 – 10 11 – 1� section is readable, useful, and complete

General program documentation readable, 0 1 – 7 8 – 1� 1� – 20 useful, and complete

Input/output and program parameters properly 0 1 – 2 � – � � documented

Readme file 0 1 – 2 � – � �

Program structure and contentProgram is concise, did not contain unnecessary 0 1 – 2 � – � �

complexity

Appropriate data types used 0 1 – 2 � – � �

Algorithms reliable and straightforward 0 1 – � 6 – 10 11 – 1�Unusual approaches should be well documented

Algorithms did not impose any special 0 1 – � � – 7 8 – 10 limitations not described in the program instructions

ResultsProgram was error free 0 1 – � � – 7 8 – 10

The program handled user and/or data input 0 1 – � 6 – 10 11 – 1� errors well

Program functioned as required and meets 0 1 – 7 8 – 1� 1� – 20 requirements

Resulting outputs, screens, and messages were 0 1 – 7 8 – 1� 1� – 20 useful


Names: _____________________________________________________________________________________

School: ____________________________________________________ State: ___________________________

Judge’s Signature: ___________________________________________ Date: ____________________________

Judge’s Comments:

V-28



CoMMuNITY SERVICE PRoJECTThis event recognizes PBL chapters that successfully imple-ment community service projects to serve the citizens of their community.

Project Purpose Reports must describe one chapter project that serves the community. The project must be in the interest of the community and be designed for chapter participation rather than individual participation. Local chapters are encouraged to perform a wide range of service activities, but to focus on one project in detail for this report.


Members representing their chapters in the oral presentation portion of this event may compete in an additional individual event.



Two (2) copies of the report must be submitted to the national center for judging by the second Friday in May.

Preliminary Round—Oral Presentation The top two projects from each state are eligible to com-pete at the National Leadership Conference. The reports will be prejudged according to the rating sheet.

One (1) to three (�) members from each local chap-ter may give an oral presentation. Five minutes (�) will be allowed to set up equipment or presentation items and seven (7) minutes will be allowed for the oral pre-sentation, which will describe the project and the results obtained. The chapter must provide all equipment for the presentation. Visual aids and samples specifically related to the project may be used; however, no items may be left with the judges or audience.

A timekeeper will stand at six (6) minutes. When the

presentation is finished, the timekeeper will record the time used, noting a deduction of five (�) points for any time over seven (7) minutes. Following each presenta-tion, the judges may conduct a three-minute (�) ques-tion-and-answer period.



Final Round—Oral Presentation The top ten (10) teams—or an equal number from each group—will give an oral presentation.


Only the final performance is open to conference at-tendees, except performing participants of this event.

V-29



Community Service Project Written Report Rating Sheet


Content Purpose of project 0 1 – � 6 – 10 11 – 1�

■ Statement of project goals ■ Service to the community and its citizens

Planning and development of project 0 1 – � 6 – 10 11 – 1�

Implementation of project 0 1 – � 6 – 10 11 – 1�

Benefits to and impact on the community 0 1 – 8 9 – 18 19 – 2�

Evidence of publicity 0 1 – 2 � – � �


of information




Penalty Points

School: _____________________________________________________________________________________

State: ______________________________________________________________________________________


Judge’s Comments:

V-�0



Community Service Projectoral Presentation Rating Sheet❐ Preliminary Round ❐ Final Round





Explanation of the ProjectDescription of project development and 0 1 – 8 9 – 17 18 – 2�


Appropriate level of member involvement 0 1 – � � – 7 8 – 10

Degree of impact on the community and 0 1 – 7 8 – 1� 1� – 20 its citizens










School: _____________________________________________________________________________________

State: ______________________________________________________________________________________


Judge’s Comments:

V-�1



CoMPuTER APPLICATIoNSKnowledge of computer applications is a necessity in today’s high-tech business world. Employees must be able to apply various computer applications in a business environ-ment utilizing critical thinking and decision making skills. This event provides recognition for PBL members who can efficiently demonstrate computer application skills.

Competencies This event is composed of two (2) parts: an objective test and a school-site computer applications test.

Participants should be prepared to complete problems in the following areas, with possible integration:

Word Processing—Participants will be responsible for the production of letters, memorandums, tables, reports, or any other type of word processing problems.

Database—Participants will be responsible for creat-ing a database and applying various functions such as searching, cloning, etc.

Spreadsheets—Participants will be responsible for completing the spreadsheet grid and applying vari-ous functions such as move, combine, format, etc. In addition, students will be responsible for creating and applying formulas.

Business Graphics—Participants will be responsible for completing various graphics, including bar, line, pie, exploded pie, or stacked bar.

Presentation—Participants will be responsible for preparing text slides with graphics.

Participants will be responsible for formatting each problem and must recognize the necessity for accurate proofreading. The Format Guide will be used for for-matting word processing documents.

Results will be based on accuracy of printed copy.

In addition, participants will complete an objective test on their understanding of basic computer termi-nology and concepts; document formatting rules and standards; grammar, punctuation, spelling and proof-reading; and related computer applications knowledge.

Eligibility Each state may enter two (2) participants who are mem-bers of active local chapters, who are on record in the FBLA-PBL National Center as having paid dues by April 1� of the current school year.


School-Site Testing Two (2) hours will be allowed for the skill test at the school-testing site. Additional time will be allowed for general directions, equipment set up, and warm up. Problems are weighted according to difficulty.

Word division manuals and dictionaries may be used as reference materials. The Format Guide is allowed as a reference at the test site.

Voice recognition software may be used where ap-propriate. The local chapter must provide the software.

Calculators are not allowed on the production por-tion of the test.

Objective Test An one-hour (1) objective test will be administered at the National Leadership Conference based on previously written competencies and basic skill knowledge.


CoMPuTER CoNCEPTSThe processing of data is important to the successful opera-tion of business. This event provides recognition for PBL members who understand the basic principles involved in computer technology.

Competencies The objective test may include questions on basic computer principle, terminology, computer equipment, computer application concepts, networking systems and procedures, and programming concepts.

Eligibility Each state may enter two (2) participants who are mem-bers of active local chapters and are on record in the FBLA-PBL National Center as having paid dues by April 1� of the current school year.



V-32



DATABASE DESIGN & APPLICATIONS New Databases are necessary to organize data and information in business. This event recognizes PBL members who dem-onstrate they have acquired entry level skills for under-standing database usage and development in business.

Competencies This event is composed of two (2) parts: an objective test and a school-site computer database applications test.

Participants should be prepared in the basic organi-zational structure of a database; be able to create and develop multiple queries; set up relational databases; edit relationships; and develop reports including sorting and grouping, inserting graphics, creating headers and footers, and calculating data.

In addition, participants will complete an objective test on their knowledge of data entry techniques, data defi nitions, query development, table relationships, (including those that enforce referential integrity), form development, and report generation.


Procedures

School-Site TestingOne (1) hour will be allowed for the skill test at the school-testing site. Additional time will be allowed for general directions. Problems are weighted according to diffi culty. Calculators are not allowed on the production portion of the test.

Objective TestAn one-hour (1) objective test will be administered at the National Leadership Conference based on previously written competencies and basic skill knowledge.

The score received on this portion of the event will constitute 15 percent of the fi nal event score.

V-��



DESKToP PuBLISHINGKnowledge of desktop publishing is vital in many aspects of today’s visual business publications. This event provides recognition to PBL members who can most effectively demonstrate skills in the areas of desktop publishing, creativity, and decision making.

Competencies This event is composed of two (2) parts: an objec-tive test and a school-site computer applications test. Participants should be prepared to create, design, and produce useable copy on a computer using desktop publishing software.

In addition, participants will complete an objec-tive test on their understanding and mastery of basic desktop terminology and concepts, desktop application knowledge, desktop layout rules, and proofreading.

Eligibility Each state may submit two (2) entries. A team of two (2) individuals must create each entry. No member may have competed in this event at a previous National Leadership Conference. The participants must be mem-bers of an active local chapter and be on record in the FBLA-PBL National Center as having paid dues by April 1� of the current school year.


School-Site TestingTwo (2) hours will be allowed for the skill test at the school-testing site. Additional time will be allowed for general directions. Participants will complete problems that may include application of the following:

■ Graphics

■ Text creation

■ Layout creativity

■ Selection of appropriate fonts and type sizes

The team of two participants for this competitive event may use two computers. The participants may also choose to use a scanner and/or clipart. No other equipment may be used. The finished product may be submitted in black and white, or in color on plain paper. Word division manuals and dictionaries may be used as reference materials.

Voice recognition software may be used where appropriate.

Documents produced for this event must be

prepared by the PBL competitors without help from the adviser or any other person. No reference materials may be used other than that provided or specifically allowed by the national association.

Objective Test An one-hour (1) objective test will be administered at the National Leadership Conference based on previ-ously written competencies and basic skill knowledge. If one team member is not present at the NLC, the other team member may be allowed to take the written test; however, both team members must be registered for the NLC and have taken the production test. The test is a collaborative test.


The score received on this portion of the event will constitute 1� percent of the final score.

V-��



Desktop PublishingProduction Test Rating Sheet


UsabilityDocument effectively meets goals of the project 0 1 – 7 8 – 1� 1� – 20

Document addresses appropriate audience and 0 1 – 2 � – � � shows good grasp of the concept

Information effectively synthesized 0 1 – 2 � – � �

Technical FeaturesAppropriate font selection (i.e., size, font type, 0 1 – � � – 7 8 – 10

mix, leading)

Effective text treatment (i.e., paragraph indents, 0 1 – � � – 7 8 – 10 bullets, hanging indents, alignment, text wrapping)

Effective application of a special effect(s), which 0 1 – � � – 7 8 – 10 may include but is not limited to drop cap, shadowing, reverse type, screens, mirror images

LayoutCreative, original 0 1 – � � – 7 8 – 10

Appealing 0 1 – � � – 7 8 – 10

Selection and effective use of graphic(s) 0 1 – � � – 7 8 – 10

Overall Effort ■Comprehensive approach to the project 0 1 – � � – 7 8 – 10■Effective use of technology for the task■Final product indicates a clear thought process

and an intended, planned direction with formulation and execution of a firm idea


Penalty Points Deduct 2 points for each typographical, spelling, or grammatical error.


Names: _____________________________________________________________________________________

School: ____________________________________________________ State: ____________________________

Judge’s Signature: ___________________________________________ Date:_____________________________

Judge’s Comments:

V-��



DIGITAL VIDEo PRoDuCTIoN New Digital video has become a prominent and effective way of conveying new ideas and products. This event provides recognition for PBL members who demonstrate the ability to create an effective video to present an idea to a specific audience.

Competencies 2007 National Leadership Conference TopicThe topic to be developed in this presentation and sub-mitted for competition at the 2007 National Leadership Conference will be:

Create a video to promote the national community service project—March of Dimes or your state or local service project.

Ideally, this topic will also be used for competition at the state level. Chapters should check with their state adviser to confirm the topic to be used for their state competition. The presentation may include—but is not limited to—elements such as graphics, pictures, music and special effects, sound, text, and video.

Eligibility Each state may submit two (2) entries. Entries may be created by an individual or a team of two (2) or three (�) members. Participants must be members of an ac-tive local chapter and be on record in the FBLA-PBL National Center as having paid dues by April 1� of the current school year. In the event of a team entry, no more than one (1) member may have competed in this event at a previous National Leadership Conference.

Regulations1. Student members, not advisers, must prepare pre-

sentations. State and local advisers should serve as consultants to ensure that the presentations are well organized, contain substantiated statements, and are developed in an acceptable business style.

2. Presentations should be clearly labeled with the event name, name of the team members, school, and state.

Procedures Prejudged Project

1. Presentations must address the given topic.


�. Presentations should be at least two (2) and no more than four (�) minutes in length.

�. Entries may be created in any video editing program, but they must play on a standard DVD player. The program must include a player/viewer to run the production.

�. The production may use any method to capture or create moving images. Cameras can include tradi-tional camcorders or mini-DV format.

6. Entries must be accompanied by written clearances and/or releases for all images of individuals, locations, storefronts, and so on, included in the production.

7. It is recommended that royalty-free music be used, but it still must be documented that the music is royalty free.

8. Entries must be accompanied by a read me file (�00 words or less) noting software used, source of infor-mation, and instructions for running the program.

9. Submit two (2) DVDs of the production to the na-tional center for judging by the second Friday in May.

Preliminary Round—Oral Presentation The top two individuals or teams of two (2) or three (�) members from each state are eligible to compete at the National Leadership Conference. The video production will be prejudged according to the attached rating sheet.

The oral presentation is an explanation of the digital video production. The digital video should be shown to the judges, and the oral presentation should follow based on the rating sheet criteria. The oral presentation should include, but not be limited to:

■ sources used to research the topic;

■ development and design process;

■ use of different video techniques;

■ a list of equipment and software used; and

■ copyright issues with pictures, music, or other items.

Five (�) minutes will be allowed to setup equipment and nine (9) minutes to describe the project. Schools must provide their own equipment for the presentation.

A timekeeper will stand at eight (8) minutes. When the presentation is finished, the timekeeper will record the time used, noting a deduction of five (�) points for any time over nine (9) minutes. Following each presen-tation, the judges may conduct a three-minute (�) ques-tion-and-answer period during which the presenters should be prepared to defend all aspects of their digital video presentation.


Scores from the prejudged production as well as the preliminary oral presentation will determine the final rank. The top ten (10) finalists—or an equal number from each group—will proceed to the final round.

Final Round—Oral Presentation The top ten (10) finalists—or an equal number from each group—will give an oral presentation.


V-�6



Digital Video ProductionRating Sheet


ContentTheme properly developed 0 1 – 7 8 – 1� 1� – 20

Elements included in presentation are suitable, 0 1 – � � – 7 8 – 10 appropriate, and directed towards a specific audience

Copyright laws have been followed and 0 1 – � � – 7 8 – 10 permissions are cited in Read Me file

Presentation is clear and concise 0 1 – � 8 – 1� 1� – 20

Effective use of innovative technology 0 1 – 7 8 – 1� 1� – 20

Proper use of grammar, spelling, 0 1 – � � – 7 8 – 10 punctuation, etc.

PresentationPresentation includes an effective opening, body, 0 1 – 7 8 – 1� 1� – 20

and conclusion

Transitions are effective and appealing 0 1 – � 6 – 10 11 – 1�

Audio and visual elements coordinated and 0 1 – � 6 – 10 11 – 1� complimentary

Audio editing 0 1 – � 6 – 10 11 – 1� • Good quality • Appropriate volume

Proper use of video technology 0 1 – � 6 – 10 11 – 1� • Video uses multiple camera angles • Video is smooth and steady • Video is in focus

Titles and graphics enhance overall quality 0 1 – � 6 – 10 11 – 1� or presentation

Presentation effective at motivating audience 0 1 – � 6 – 10 11 – 1� to action


Name(s): ___________________________________________________________________________________

School: ____________________________________________________ State: ___________________________

Judge’s Signature: ___________________________________________

Judge’s Comments:

V-�7



Digital Video ProductionPerformance Rating Sheet



ContentExplanation on the development of the topic 0 1 – � � – 7 8 – 10

in the presentation

Explanation of the use and the implementation 0 1 – 7 8 – 1� 1� – 20 of innovative technology

Explanation of the development and design 0 1 – 7 8 – 1� 1� – 20 process

Explanation of the use and development 0 1 – 7 8 – 1� 1� – 20 of the video

Explanation of the proper documentation of 0 1 – � � – 7 8 – 10 pictures, audio, etc.

Organization of oral presentation 0 1 – � � – 7 8 – 10

Oral presentation delivery, including voice and 0 1 – 2 � – � � self-confidence

Demonstration of ability to effectively answer 0 1 – 2 � – � � questions


Time Penalty Deduct five (�) points for presentations over 9 minutes. Time:


Prejudged Score /200 max.


Name(s): ___________________________________________________________________________________

School: ____________________________________________________ State: ___________________________


Judge’s Comments:

V-�8



E-BuSINESS New One critical element in a business’ success in today’s global market is the ability to sell products and services to the consumer via the Internet. This event recognizes PBL members who have developed proficiency in the creation and design of Web commerce sites.

Competencies 2007 National Leadership Conference TopicParticipation in this event will allow members to dem-onstrate proficiency in conceptualizing, designing, and creating efficient and marketable e-business sites. The topic to be addressed by the site developed for competi-tion at the 2007 National Leadership Conference will be:

Your PBL chapter is preparing a major fund-raising activity to support community service projects as well as leadership activities. Create an e-business site to pro-mote and sell your products. Minimally the site should include elements such as marketing concepts, site theme, navigational scheme, graphics/multimedia use, shopping cart, and secure pay.

Eligibility Each state may submit two (2) entries. Entries may be created by an individual or by a team of two (2) or three (�) members. Participants must be members of an active local chapter and be on record in the FBLA-PBL National Center as having paid dues by April 1� of the current school year. In the event of a team entry, no more than one (1) member may have competed in this event at a previous National Leadership Conference.

ProceduresPrejudged Project


2. An official event entry form must be completed and submitted by the state chairman or designee. This form will list the following information: chapter name, participants’ names, school, city, state, and URL.

�. The product or service may be real or fictional.

�. The Web site must be available for viewing on the In-ternet at the time of judging. No changes can be made to the Web site after the official entry date (second Friday in May.) Judging of the e-business site will take place before the National Leadership Conference.

�. Any photographs, text, trademarks, or names that are used on the site must be supported by proper documentation and approvals indicated on the site. Members are expected to follow all applicable copy-right laws and may be disqualified if items are used inappropriately and not documented.

6. The use of templates must be identified at the bot-tom of the home page.

7. E-business sites should be designed to allow for viewing by as many different platforms as possible.

Preliminary Round—Oral Presentation The top two individuals or teams of two (2) or three (�) members from each state are eligible to compete at the National Leadership Conference. The e-business site will be prejudged according to the rating sheet.

The oral presentation is an explanation of the e-busi-ness Web site, and the Web site should be shown when explaining the site. The team or individual will be able to access their URL. The explanation should include, but not be limited to:

■ development of the topic;

■ development and design process;

■ use and implementation of innovative technology;

■ use and development of media elements; and

■ copyright issues with pictures, music, and other items.

A windows-based computer, projection device, and screen will be provided for the oral presentation with an Internet connection. Jumpdrives, CD, and DVDs are allowed to be used on the provided equipment.

The individual or team has five (�) minutes to pres-ent. A timekeeper will stand at four (�) minutes. When the presentation is finished, the timekeeper will record the time used, noting a deduction of five (�) points for any time over five (�) minutes. Following each presenta-tion, the judges may conduct a three-minute (�) ques-tion-and-answer during which the presenters should be prepared to defend all aspects of their presentation.


Scores from the prejudged e-business site as well as the preliminary oral presentation will determine the fi-nal rank. The top ten (10) schools—or an equal number from each group—will proceed to the final round.

Final Round—Oral Presentation The top ten (10) finalists—or an equal number from each group—will give an oral presentation.


The final performance is open to conference attend-ees, except performing participants of this event.

V-�9



E-businessRating Sheet


Page Layout and DesignFonts, colors, and graphics enhance aesthetic 0 1 – � � – 7 8 – 10

appeal

Format is consistent and appropriate 0 1 – � � – 7 8 – 10

Graphic design shows creativity, originality, and 0 1 – � 6 – 10 11 – 1� supports topic

Site uses innovative technology tools and 0 1 – � � – 7 8 – 10 enhancements effectively

Site NavigationAll links are functional 0 1 – 7 8 – 1� 1� – 20

Links show consistent format 0 1 – � � – 7 8 – 10

Navigational path allows customers to make 0 1 – 7 8 – 1� 1� – 20 a purchasing decision easily

Navigational scheme is logical and effective 0 1 – � � – 7 8 – 10

ContentEffectiveness of site 0 1 – 8 9 – 18 19 – 2�

Solution adequately addresses assigned topic 0 1 – � 6 – 10 11 – 1�

Application DesignForm fields are validated 0 1 – � 6 – 10 11 – 1�

Transaction data is appropriately prepared for a 0 1 – � � – 7 8 – 10 payment gateway

ContentProper use of grammar, spelling, etc. 0 1 – � � – 7 8 – 10

Site is compatible with multiple browsers 0 1 – � � – 7 8 – 10

Copyright laws have been followed: permissions 0 1 – � � – 7 8 – 10 are cited on the site; and the use of templates must be identified at the bottom of the home page


Name(s): ___________________________________________________________________________________

School: ____________________________________________________ State: ____________________________


Judge’s Comments:

V-�0



E-businessoral Presentation Rating Sheet



ContentExplanation on the development of the topic 0 1 – 7 8 – 1� 1� – 20


Explanation of the development and design 0 1 – 7 8 – 1� 1� – 20 process



Oral presentation delivery, including voice and 0 1 – � � – 7 8 – 10 self-confidence



Time Penalty Deduct five (�) points for presentations over � minutes. Time:


Prejudged Score /200 max.


Name(s): ___________________________________________________________________________________

School: ____________________________________________________ State: ___________________________


Judge’s Comments:

V-�1



ECoNoMIC ANALYSIS & DECISIoN MAKING Earning a degree in a specific field is important to an individual’s future success in the job market. This event recognizes PBL members who possess knowledge across the core curriculum in the area of economics.

Competencies The objective test may include questions on money and banking, microeconomics, macroeconomics, compara-tive economic systems, history of economic thought, and international economics.




ECoNoMIC CoNCEPTSThis event provides recognition for PBL members who can identify, understand, and apply economic principles to contemporary social, political, and ecological problems.

Competencies The objective test may include questions on economic principles related to the policies and goals of the United States economy and a comparison of the American economic system to other systems. Topics covered may include comparative economic systems, supply and demand, competition, monetary and fiscal policy, gov-ernment and tax regulations, pricing, profits, environ-mental issues, and labor relations.




EMERGING BuSINESS ISSuESThis event provides PBL members with an opportunity to develop and demonstrate skills in researching and present-ing an emerging business issue. The event is based on team rather than individual participation. In addition to learn-ing research skills, team participants develop speaking ability and poise through oral presentations.

2007 National Leadership Conference Topic The topic to be researched and presented during the 2007 National Leadership Conference will be:

Gas prices are at an all time high, and many Ameri-can consumers are concerned abouat the cost of gas. At the same time, oil companies are reporting the highest profits in the history of the business. Argue the affirma-tive that the oil companies have a right to raise gas prices or argue the negative that there should be a cap on gas prices.

Participants will be expected to research the topic prior to the conference and be prepared to present either an affirmative or negative argument, based on random selection at the NLC.

Ideally this topic will also be used for competition at the state level. Chapters should check with their state adviser to confirm the topic to be used for their state competition.

Eligibility Each state may enter two (2) teams composed of two (2) or three (�) active local members. Participants must be on record in the FBLA-PBL National Center as having paid dues by April 1� of the current school year.

No more than one (1) team member may have com-peted in this event at a prior NLC.

Procedures

General InformationEach team’s presentation must be the result of their own, independent work. Facts and working data may be secured from any source. The student members, not advisers, must prepare presentations. All members of the team must participate in the advance research of the topic and in the actual presentation.

Teams will be permitted to bring to the preparation and presentation areas prepared notes written/printed on note cards. Teams will be provided one blank note card per participant which can also be used in the final preparations.

Books, other bound materials, and props will not be allowed.

V-�2



A lectern will be available. No microphone will be used.

Preliminary Round—Oral PresentationParticipants will be divided into groups, depending on the number of entries. The order of performance will be drawn at random by an impartial person in the event office.

Ten (10) minutes before their presentation time, team members must come to the practice room. Teams will draw either an affirmative or negative and then have five (�) minutes to finalize their preparation.

Each presentation may last no more than five (�) minutes. Following each oral presentation, the judges may conduct a five (�) minute question-and-answer period during which the presenters should be prepared to defend their affirmative or negative argument.

A timekeeper will stand at four (�) minutes. When the presentation is finished, the time used will be recorded, noting a deduction of five (�) points for any presentation over five (�) minutes. The preliminary performance is not open to conference attendees.

A maximum of fifteen (1�) finalists—or an equal number of participants from each group—will be scheduled for the final round.

Final Round—Oral PresentationThe top ten (10)—or and equal number from each group—will give an oral presentation. The order of performance will be drawn at random by an impartial person in the event office.

The final performance is open to all conference at-tendees except performing participants of this event.


V-��



Emerging Business IssuesPerformance Rating Sheet



Knowledge of TopicUnderstanding of issue/topic 0 1 – � � – 7 8 – 10

Flow and logic of content 0 1 – 7 8 – 1� 1� – 20

Quality of evidence 0 1 – 7 8 – 1� 1� – 20


Presentation SkillsVoice, grammar, and articulation 0 1 – 2 � – � �

Teamwork 0 1 – 2 � – � �

Ability to Take a PositionPersuasiveness 0 1 – 7 8 – 1� 1� – 20

Relevance of arguments 0 1 – � � – 7 8 – 10


Time Penalty Deduct five (�) points for presentation over � minutes. Time:



Check one: ❐Affirmative presentation ❐Negative presentation

Names: _____________________________________________________________________________________

School: ____________________________________________________ State: ____________________________

Judge’s Signature: ___________________________________________ Date:_____________________________

Judge’s Comments:

V-��



FINANCIAL ANALYSIS & DECISIoN MAKING Earning a degree in a specific field is important to an individual’s future success in the job market. This event recognizes PBL members who possess knowledge across the core curriculum in the area of finance.

Competencies The objective test may include questions on financial institutions and markets, investments, capital manage-ment, financial management/managerial finance, and business finance/corporate finance.



Participant may bring a financial calculator.

FINANCIAL CoNCEPTS Social, political, legal, and technical aspects of financial development and management are essential elements for contemporary study in business finance. This event provides recognition for PBL members who understand financial models and techniques used in reaching effective financial decisions.

Competencies The objective test may include questions on financial instruments and institutions available to managers and on understanding of financial policies. Topics covered may include financial instruments and institutions, time value of money, cost of capital and capital budgeting, valuation and rates of return, financial analysis, capital investment decisions, financial risks and returns, and international finance.



Participant may bring a financial calculator.

FuTuRE BuSINESS EXECuTIVE The event honors outstanding PBL members who have demonstrated leadership qualities, participation in PBL, executive potential, and evidence of knowledge and skills essential for successful careers in business.

Competencies This event consists of four (�) parts:

■ Letter of Application and Resume Participants will submit an application letter and resume as if they were applying for employment in a position of their choice. This position must be one that they are currently qualified for, or that they will be qualified for at the end of the current academic year.

■ Writing Exercise Participants will complete a writing exercise. The exercise may include a typical business memo, letter, or other business correspondence.

■ Objective Test The objective test may include questions on manage-ment, accounting, business law, economics, finance, communication techniques, marketing, computer concepts, PBL knowledge, organizational development, and parliamentary procedure.

■ Interviews

Eligibility Each state may enter two (2) participants who are mem-bers of an active local chapter and are on record in the FBLA-PBL National Center as having paid dues by April 1� of the current school year.

Procedures This event consists of four (�) parts: submission of a letter of application with a resume, completion of a writing exercise, completion of an objective test, and participation in a simulated interview(s).

V-��



Pre-Conference Requirements The state chairman or designee must submit six (6) copies of the following items:

1. A one-page letter of application (original or copy) for a position for which the applicant is currently qualified, addressed to a specific person and com-pany.

2. A brief resume (original or copy) not to exceed two (2) pages. Photographs are not allowed.

All copies of the above materials must be submit-ted in six (6) standard file folders. The tab of the folder must be labeled with the participant’s name, state, and event title. Include the participant’s name on all pages submitted. The letter of application and resume must be submitted prior to the National Leadership Conference and submitted by the state chairman or designee to the national center by the second Friday in May.

Participants failing to submit materials by the stated deadline will be disqualified.

A deduction of up to five (�) points will be made from the score of participants who submit materials by the stated deadline but do not adhere to the event guidelines for the submission of proper materials.

Letter of Application and Resume A letter of application and resume must be submitted. These materials must support an application for a posi-tion for which the participant is currently qualified, or for which the participant will be qualified at the end of the current academic year.

Objective Test An one-hour (1) objective test will be administered based on the previously listed competencies.


Writing Exercise Each participant must complete a writing exercise using a computer at the National Leadership Conference. No reference materials may be used. Thirty minutes will be allowed for this portion of the event.

Preliminary Interview Participants will be divided into groups, depending on the number of entries. Each participant will be sched-uled for a ten-minute (10) initial interview.

Professionals from business will conduct the inter-views. The interview times will be drawn at random by an impartial person in the event office.

Judges will be given copies of all participants’ appli-cation materials. No other items may be brought to the interview or left with the judges.

The objective test score, writing exercise score, and

application materials will be used along with the initial interview to determine who is eligible for a final inter-view.

In the event that fewer than 20 participants register for this event, the final round may be eliminated and winners selected based on the combined scores from the objective test, the writing exercise, and application materials along with the initial interview.

Final Interview Based on the objective test, letter of application, resume, writing exercise, and the initial interview, a maximum of fifteen (1�) finalists—or an equal number from each group—will be scheduled for a second interview.

Participants will be assigned times at random for their final fifteen-minute (1�) interview.

National winners are determined on the basis of the final interview score only. In case of a tie, the applica-tion materials will be used to determine the winner.

V-�6



Future Business ExecutiveInterview Rating Sheet—Preliminary Round


InterviewPoise, maturity, and attitude 0 1 – � 6 – 10 11 – 1�

Self-confidence, initiative, and assertiveness 0 1 – � 6 – 10 11 – 1�

Communication skills 0 1 – � 6 – 10 11 – 1�

Professional appearance 0 1 – � 6 – 10 11 – 1�

Leadership Ability/Executive PotentialParticipation/leadership in FBLA-PBL 0 1 – � 6 – 10 11 – 1�

Participation in other school and/or 0 1 – � � – 7 8 – 10 community organizations

Demonstration of outstanding achievement 0 1 – � � – 7 8 – 10

Career knowledge and career plans 0 1 – � 6 – 10 11 – 1�

Writing Exercise and Application MaterialsEffectiveness of writing exercise 0 1 – 7 8 – 1� 1� – 20

Effectiveness of application materials 0 1 – � 6 – 10 11 – 1� (resume and letter of application)

Clear and precise presentation including correct 0 1 – 2 � – � � grammar, punctuation, spelling, and use of an acceptable business format

Interview Points /150 max.

Penalty Points Deduct up to five (�) points for failure to fully follow the guidelines.


Objective Test Score /100 max.


Name:______________________________________________________________________________________

School: _____________________________________________ State: ___________________________________

Judge’s Signature: _______________________________________ Date: ________________________________

Judge’s Comments:

V-�7



Future Business ExecutiveInterview Rating Sheet—Final Round


InterviewPoise, maturity, and attitude 0 1 – � � – 7 8 – 10



Professional appearance 0 1 – � � – 7 8 – 10

Leadership Ability/Executive PotentialParticipation/leadership in FBLA-PBL 0 1 – � 6 – 10 11 – 1�






Application Materials (During final round, this score is considered only to break a tie.)


Name:______________________________________________________________________________________

School: _____________________________________________ State: ___________________________________


Judge’s Comments:

V-48



FUTURE BUSINESS TEACHER This event honors outstanding PBL members who demonstrate teaching potential, leadership qualities, and evidence of knowledge and skills essential for successful careers in teaching business and/or marketing subjects.

Competencies These events consist of four (4) parts:

■ Letter of Application, Resume, and Letter of Recommendation Participants will submit an application letter and resume as if they were applying for employment in a teaching position of their choice. A recommendation from an educator must also be included.

■ Writing Exercise Participants will complete a writing exercise. The exercise may include a typical business memo, letter, or other business correspondence.

■ Objective Test The objective test may include questions on teach-ing methodology; computer applications; technology concepts; basic business fundamentals such as eco-nomics, business law, management, communication techniques, marketing, and accounting; basic parlia-mentary procedures; PBL knowledge; and professional ethics and standards.

■ Interviews

Eligibility Each state may enter two (2) participants who are mem-bers of an active local chapter and are on record in the FBLA-PBL National Center as having paid dues by April 15 of the current school year.

Procedures This event consists of four (4) parts: submission of a letter of application with a resume and recommenda-tion letter, completion of a writing exercise, completion of an objective test, and participation in a simulated interview(s).

Pre-Conference Requirements The state chairman or designee must submit six (6) cop-ies of the following items:

1. A one-page letter of application (original or copy) for a teaching position, addressed to the appropriate person in an educational institution.


3. A recommendation (original or copy) from an edu-cator attesting to the participant’s potential teaching ability.

All copies of the above materials must be submitted in six (6) standard fi le folders. The tab of the folders must be labeled with the participant’s name, state, and event title. Include the participant’s name on all pages submitted.

The materials must be submitted prior to the National Leadership Conference and submitted by the state chairman or designee to the national center by the second Friday in May.

Participants failing to submit materials by the stated deadline will be disqualifi ed.

A deduction of up to fi ve (5) points will be made from the score of participants who submit materials by the stated deadline but do not adhere to the event guidelines for the submission of proper materials.

Letter of Application, Resume, and Letter of Recommendation A letter of application and resume must be submit-ted. These materials must support an application for a teaching position for which the participant is currently qualifi ed, or for which the participant will be qualifi ed at the end of the current academic year.

The letter of recommendation must be from an edu-cator indicating your desire to teach.

Objective Test An one-hour (1) objective test will be administered based on the previously listed competencies.


Writing Exercise Each participant must complete a writing exercise using a computer at the National Leadership Conference. No reference materials may be used. Thirty minutes will be allowed for this portion of the event.

Preliminary InterviewParticipants will be divided into groups, depending on the number of entries. Each participant will be sched-uled for a ten-minute (10) initial interview.

Professionals from business and education will con-duct the interviews. The interview times will be drawn at random by an impartial person in the event offi ce.

Judges will be given copies of all participants’ appli-cation materials. No other items may be brought to the interview or left with the judges.

V-�9



The objective test score, writing exercise score, and application materials will be used along with the initial interview to determine who is eligible for a final inter-view.

In the event that fewer than 20 participants register for this event, the final round may be eliminated and winners selected based on the combined scores from the objective test, the writing exercise and application materials, and the initial interview.

Final Interview Based on the objective test, letter of application, resume, recommendation letter, writing exercise, and the initial interview, a maximum of fifteen (1�) finalists—or an equal number of participants from each group—will be scheduled for a final interview.

Participants will be assigned times at random for their final fifteen-minute (1�) interview.

National winners are determined on the basis of the final interview score only. In case of a tie, the applica-tion materials will be used to determine the winner.

V-�0



Future Business TeacherInterview Rating Sheet—Preliminary Round


InterviewPoise, maturity, and attitude 0 1 – � 6 – 10 11 – 1�



Professional appearance 0 1 – � 6 – 10 11 – 1�

Leadership Ability/Teaching PotentialEvidence of skills for teaching business 0 1 – � � – 7 8 – 10

Participation/leadership in FBLA-PBL 0 1 – � � – 7 8 – 10



Career knowledge and career plans 0 1 – � � – 7 8 – 10

Writing Exercise and Application MaterialsEffectiveness of writing exercise 0 1 – 7 8 – 1� 1� – 20

Effectiveness of application materials 0 1 – � 6 – 10 11 – 1� (resume and letter of application)

Clear and precise presentation including correct 0 1 – 2 � – � � grammar, punctuation, spelling, and use of an acceptable business format


Penalty Points Deduct up to five (�) points for failure to fully follow the guidelines.


Objective Test Score /100 max.


Name:______________________________________________________________________________________

School: _____________________________________________ State: ___________________________________


Judge’s Comments:

V-�1



Future Business TeacherInterview Rating Sheet—Final Round


InterviewPoise, maturity, and attitude 0 1 – � � – 7 8 – 10




Leadership Ability/Teaching PotentialEvidence of skills for teaching 0 1 – � � – 7 8 – 10

Participation/leadership in FBLA-PBL 0 1 – � � – 7 8 – 10



Career knowledge and career plans 0 1 – � � – 7 8 – 10





Name:______________________________________________________________________________________

School: _____________________________________________ State: ___________________________________


Judge’s Comments:

V-�2



GoLD SEAL CHAPTER AWARD oF MERIT Hollis and Kitty Guy Award The Hollis and Kitty Guy Award recognizes outstanding local chapters that have actively participated in projects and programs identified with the goals of FBLA-PBL.

Eligibility Active local chapters must be nominated by the state chairman and be on record in the FBLA-PBL national center as having paid dues by April 1� of the current school year.

Regulations

1. The state chairman or designee must complete the entry form and certify that the chapters listed have met the Gold Seal Award of Merit suggested criteria.

2. Each state may select two (2) chapters or up to 1� percent of its total number of active local chapters, whichever is greater. (If the percentage results in a fractional number, it is rounded to the next higher number—i.e., �.2 or �.6 would be �.)

�. Prior to nomination, each local chapter must submit a copy of the Local Chapter Annual Business Report to the state chairman.

�. If no state chapter exists, nominations must be made directly to the national center.

Procedure The suggested criteria for the Gold Seal Chapter Award of Merit serve as a guide for the state chapter in the evaluation process. Criteria may include:

■ Paid state and national dues by October 20

■ Conducted projects or programs identified with the goals of FBLA-PBL

■ Recruited professional members

■ Sent representatives to PBL conferences sponsored by the state chapter and national association

■ Participated in the PBL CMAP Program

■ Encouraged other schools to organize FBLA or PBL chapters

■ Participated in state and national project(s) for the current year

■ Planned visits to business and industry

■ Conducted financial development projects, if allowed by school administration

■ Invited businesspersons and other professionals to become involved in chapter activities

■ Promoted FBLA-PBL

■ Conducted a public relations program in the school and community and documented the activities with newspaper clippings and reports of radio/TV coverage

Upon receipt of nominations, the national office records will be audited for adherence to the regulations.

National Awards The number of nominations verified by the national office determines the number of awards presented at the National Leadership Conference.

V-��



HoSPITALITY MANAGEMENT Hospitality is an important aspect of business and society. This area includes involvement in the hotel, restaurant, and tourism industry. This event provides recognition to PBL members who have the ability to help other people enjoy both leisure and business travel and events.

Competencies The objective test may include questions on marketing concepts, operations and management functions, hu-man resources, customer and expectations, legal issues financial management and budgeting, current industry trends, and environmental and global issues.




HuMAN RESouRCE MANAGEMENT Managing human resources is an important aspect of the business world. Planning is necessary to ensure and anticipate future personnel needs and to secure the needs and rights of the people resources. This event recognizes PBL members who understand the techniques and skills involved in human resource management.

Competencies The objective test may include questions on recruiting and selection, employee compensation and benefits, govern-mental regulations and issues, training and development, human resource planning, labor relations and collective bargaining, and effective personnel management.




V-��



IMPRoMPTu SPEAKING The ability to express one’s thoughts without prior prepa-ration is a valuable asset, as are poise, self-confidence, and organization of facts. This event recognizes PBL members who develop qualities of business leadership by combining quick and clear thinking with conversational speaking.

Competencies Participant will be given a topic related on one or more of the following: FBLA-PBL Goals, FBLA-PBL activities, FBLA-PBL current national programs, current events, and/or relevant business topics.

Eligibility Each state may enter two (2) participants who are a member of an active local chapter and is on record in the FBLA-PBL National Center as having paid dues by April 1� of the current school year.

Procedures

General Information One (1) �" x 6" index card will be given to each par-ticipant and may be used during the preparation and performance. Information may be written on both sides of the note card. Participants must furnish their own pens and pencils.

The speech should be four (�) minutes in length.

No reference materials may be brought to or used during the preparation or presentation.


Preliminary Round Participants will be divided into groups, depending

on the number of entries.

Participants must report for instructions thirty (�0) minutes prior to the time of the first scheduled speech. Participants will be sequestered until their preparation times. The order of performance will be drawn at ran-dom by an impartial person in the event office.

Participants will be allowed ten (10) minutes to pre-pare their speeches prior to appearing before the judges.

Any notes made during the preparation time may be used when speaking. The note card must be submit-ted to the event administrator at the conclusion of the speech. Information may be written on both sides of the note card.

At the time of the performance, the event admin-istrator will introduce each participant by name only. Each speech should be four (�) minutes in length. A timekeeper will stand at three (�) minutes. When the

speaker is finished, the time used by the participant will be recorded, noting a deduction of five (�) points for any time under �:�1 or over �:29.



Final Round A maximum of fifteen (1�) finalists—or an equal number from each group—will be scheduled for a final interview.

Finalists must report for instructions thirty (�0) minutes prior to the time of the first scheduled speech. Finalists will be sequestered until their preparation times. The order of performance will be drawn at ran-dom by an impartial person in the event office.


V-��



Impromptu SpeakingPerformance Rating Sheet



ContentRelation to the topic 0 1 – � 6 – 10 11 – 1�

Purpose clearly stated 0 1 – � � – 7 8 – 10

Suitability and accuracy of statements 0 1 – 2 � – � �

OrganizationTopic adequately developed 0 1 – � � – 7 8 – 10

Logical sequence of ideas 0 1 – � � – 7 8 – 10

Accomplishment of purpose 0 1 – � � – 7 8 – 10

Delivery Voice quality and diction 0 1 – � � – 7 8 – 10

Appropriate gestures and eye contact 0 1 – � � – 7 8 – 10

Confidence 0 1 – 2 � – � �

Professional appearance 0 1 – 2 � – � �

Extent to which speech was sincere, interesting, 0 1 – � � – 7 8 – 10 clear, creative, convincing, and concise


Time Penalty Deduct five (�) points for presentation under �:�1 or over �:29 minutes. Time:



Name:______________________________________________________________________________________

School:____________________________________________State:_____________________________________


Judge’s Comments:

V-�6



INFoRMATIoN MANAGEMENT Information is a fundamental resource of a business organization. Employees must understand the impact of technology on the efficient processing of information. This event provides recognition for PBL members who demon-strate knowledge in the areas of information management, decision making, human relations, and time management.

Competencies The objective test may include questions on administra-tive management, information processing, business com-munications, business ethics, human relations, records management, telecommunications, business equipment, networking technology, and time management.


Procedure An one-hour objective test will be administered

based on the previously listed competencies.


INTERNATIoNAL BuSINESS This event recognizes PBL members who demonstrate knowledge of the basic principles of management, market-ing, and economics of international business.

Competencies The objective test may include questions on ownership and management, legal issues, communication (includ-ing culture and language), global business environment, treaties and trade agreements, marketing, taxes and government regulations, finance, currency exchange, and human resource management.




V-57



JAVA PROGRAMMING Programming is an essential career area that supports today’s technology-based society. All programming involves the writing of detailed instructions that directs a computer to perform tasks necessary to process data into information. This event recognizes PBL members who have developed an understanding and profi ciency in the writing and development of programs in Java.

Competencies This event is composed of two (2) parts: an objective test and a program to be sent to the national center for judging.

The objective test for Java programming will consist of items related to window controls, menu and arrays; word functions including sub procedures or subrou-tines; programming structures; debugging procedures; types of input and output; sequence, decision/selection, and repetition; variables; constants; and graphical user interface.

Eligibility Each state chapter may enter two (2) participants in the event.

Each participant must be a member of an active local chapter who is on record in the FBLA-PBL National Center as having paid dues by April 15 of the current school year.

Procedures

Objective Test An one-hour objective test will be administered based on the previously listed competencies. The test will be based on the most recent version of the software.

The written test will constitute 30 percent of the fi nal score.

Program for 2007 National Leadership ConferenceParticipation in this event will allow members to dem-onstrate profi ciency in conceptualizing, designing, and creating a business program solution. The topic to be addressed by the solution for competition at the 2007 National Leadership Conference will be:

You have just been given the task to completely redesign and write the customer billing program at E-Z Watt Electric Co-Op. Design the algorithm and program solution that will read a fi le containing the amount of electricity that each customer uses on a monthly basis. The fi les consist of:

a. an account summary record, which provides the total kilowatt-hours used during the previous month by a customer, the amount owed, and the amount paid; and


The program will read the electricity usage fi le and produce a billing report showing the customer number, name, electricity and the amount owed. The amount owed is calculated at 11 cents for each kilowatt-hour used up to 200 hours, and 8 cents for each kilowatt-hour used over 200 hours. The total electricity usage in kilo-watt-hours is also to be accumulated and printed.


You may design the data fi les, input screens, and reports as you see fi t.

Prejudged Program

1. Submit two (2) DVDs of the executable object and source fi les to the national center for judging by the second Friday in May.


3. The solution must run stand-alone with no programming errors.

4. Points will be deducted for any logical errors.

5. Programs must be accompanied by a readme fi le noting software used; names of participants, school, state; source of information; and instructions on running the program.



V-�8



Java ProgrammingRating Sheet


Program readability and styleAppropriate names of variable, method, and 0 1 – 2 � – � �

class names used




Readme file 0 1 – 2 � – � �

Program structure and contentProgram is concise, does not contain unnecessary 0 1 – 2 � – � �

complexity



Algorithms did not impose any special 0 1 – � � – 7 8 – 10 limitations not described in the program instructions






Names: _____________________________________________________________________________________

School: ____________________________________________________ State: ___________________________


Judge’s Comments:

V-59



JOB INTERVIEW This event recognizes PBL members who demonstrate profi ciency in applying for employment in business.

Competencies Participants will apply for a position at Merit Corpora-tion. Merit Corporation is a large fi ctional national cor-poration headquartered in Washington, DC. Company benefi ts include paid holidays and vacations, sick leave, a retirement plan, and health insurance. Salary will be commensurate with experience and education. Merit Corporation is an equal opportunity employer.

This event consists of four (4) parts:

■ Letter of Application and Resume

■ Job Application Form

■ Writing Exercise Participants will complete a writing exercise. The

exercise may include a typical business memo, letter, or other business correspondence.

■ Interviews

Eligibility Each state may enter two (2) participants who are a member of an active local chapter and are on record in the FBLA-PBL National Center as having paid dues by April 15 of the current school year.

Procedure This event consists of four (4) parts: submission of a letter of application with a resume, completion of a job application form, completion of a writing exercise, and participation in a simulated interview(s).

Pre-Conference Requirements The state chairman or designee must submit six (6) copies of the following items:

1. A one-page letter of application (original or copy) from the participant addressed to:Dr. Terry E. Johnson, DirectorHuman ResourcesMerit Corporation1640 Franklin PlaceWashington, DC 20041


All copies of the above materials must be submitted in six (6), standard fi le folders. The tab of the fold-ers must be labeled with the participant’s name, state, and event title. Include participant’s name on all pages submitted. The letter of application and resume must be submitted prior to the National Leadership Conference

and submitted by the state chairman or designee to the national center.

A deduction of up to ten (10) points will be made from the score of participants who submit materials by the stated deadline but do not adhere to the event guidelines for the submission of proper materials.

Student members, not advisers, must prepare the let-ters of application and resumes. State and local advisers should serve as consultants to ensure that the letters of application and resumes are well organized, contain sub-stantiated statements, and are written in a business style.

Letter of Application and Resume A letter of application and resume must be submitted. Each participant must apply for a business or business-related job with Merit Corporation. The job must be one for which he/she is now qualifi ed or for which he/she will be qualifi ed at the completion of the current school year.

Application and Writing Exercise Each participant must complete a job application form and a writing exercise on a computer at the National Leadership Conference. The participant may bring an additional copy of his/her resume and a one-page sheet of references to assist in completion of the job applica-tion form. No other reference materials may be used.

Participants must furnish their own pens and pencils.

One hour will be allowed for this portion of the event: thirty (30) minutes for the application form and thirty (30) minutes for the writing exercise.

Preliminary Interview Participants will be divided into groups for the initial interviews, depending on the number of participants.

Participants will be scheduled for a ten-minute (10) initial interview.

Based upon the initial interview, letter of application and resume, and application form a maximum of fi fteen (15) fi nalists—or an equal number from each group— will be selected for a fi nal interview. Professionals from business will conduct the interview. The interview times will be drawn at random by an impartial person in the event offi ce.

Judges will be provided with a copy of each partici-pant’s application materials. No additional items can be brought into the interview or left with the judges.

Final Interview The top fi fteen (15)—or an equal number from each group—will be scheduled for a fi nal interview.

All other procedures as outlined for the preliminary interviews will be followed for the fi nal interview.

National winners are determined on the basis of the fi nal interview scores only. In the case of a tie, the appli-cation materials will be used to determine the winners.

V-60



Job InterviewInterview Rating Sheet—Preliminary Round


PresentationProfessional appearance 0 1 – � 6 – 10 11 – 1�

Proper greeting, introduction, and closing 0 1 – � 6 – 10 11 – 1�

Initiative and assertiveness 0 1 – � 6 – 10 11 – 1�

InterviewDemonstrates the ability to understand and 0 1 – � 6 – 10 11 – 1�

respond to interview questions

Communication skills 0 1 – 7 8 – 1� 1� – 20


Qualifications for the job 0 1 – � 6 – 10 11 – 1�

Application MaterialsEffectiveness of writing exercise and application 0 1 – 7 8 – 1� 1� – 20

including clear and precise presentation including correct grammar, punctuation, spelling, and use of an acceptable business format.

Effectiveness of resume and cover letter including 0 1 – 7 8 – 1� 1� – 20 clear and precise presentation including correct grammar, punctuation, spelling, and use of an acceptable business format.


Penalty Points Deduct up to ten (10) points for failure to fully follow the guidelines.



Name:______________________________________________________________________________________

School: _________________________________________________ State: _______________________________

Judge’s Signature: ________________________________________ Date:________________________________

Judge’s Comments:

V-61



Job InterviewInterview Rating Sheet—Final Round


PresentationInitiative and assertiveness 0 1 – � � – 7 8 – 10

Proper greeting, introduction, and closing 0 1 – � 6 – 10 11 – 1�


InterviewDemonstrates the ability to understand and 0 1 – � 6 – 10 11 – 1�

respond to interview questions

Communication skills 0 1 – 7 8 – 1� 1� – 20


Qualifications for the job 0 1 – � 6 – 10 11 – 1�




Final Score

Name:______________________________________________________________________________________

School: _________________________________________________ State: _______________________________


Judge’s Comments:

V-62



LOCAL CHAPTER ANNUAL BUSINESS REPORT Hamden L. Forkner Award Business reports are used extensively to inform manage-ment, staff, stockholders, and the general public about all aspects of the business. The Hamden L. Forkner Award recognizes PBL chapters that effectively summarize their year’s activities. The event provides participants with valuable experience in preparing annual business reports.

Report Purpose The report should summarize the activities of the local chapter between the start of the previous State Lead-ership Conference and the start of the current State Leadership Conference. Projects used for other PBL reports may be included. The report should include the chapter’s profi le, productivity, recognition, and business procedures.

Eligibility Note: Please refer to the Event Regulations on page V-8 at the beginning of this section for additional information.

Each state may submit two (2) reports from its ac-tive local chapters that are on record in the FBLA-PBL National Center as having paid dues by April 15 of the current school year.

Procedure Report formats must follow the same sequence shown on the rating sheet. If information is not available for a particular criterion, include a statement to that effect in the report. The report must be similar to that of a busi-ness report with substantiated statements in a clear and concise format.

Two (2) copies of the written reports must be sub-mitted to the national center by the second friday in May.

MANAGEMENT ANALYSIS & DECISION MAKING Earning a degree in a specifi c fi eld is important to an individual’s future success in the job market. This event recognizes PBL members who possess knowledge across the core curriculum in the area of management.

Competencies The objective test may include questions on organiza-tional behavior, organizational theory, management principles, management information systems, produc-tion/operations management, and business policies/strategic management.




V-6�



Local Chapter Annual Business ReportWritten Report Rating Sheet


Chapter Profile • Letter to chapter membership (stockholders) 0 1 – � � – 7 8 – 10

• Number of members • Size of school and community • When and where the chapter was organized

ProductivityRecruitment of members and chapters 0 1 – 2 � – � �

Leadership development for officers and members 0 1 – � � – 7 8 – 10

Preparation of students for business careers 0 1 – 2 � – � �

Service to the school and community 0 1 – � � – 7 8 – 10

Cooperation with business, professional, and 0 1 – 2 � – � � service groups

Participation in public relations activities 0 1 – 2 � – � �

Support of PBL national and state projects 0 1 – 2 � – � �

Attendance and participation at state and 0 1 – 2 � – � � nationally sponsored conferences

RecognitionFor PBL competitive events and activities 0 1 – 2 � – � �

For school, community, business, and industry 0 1 – 2 � – � � activities

Businesslike ProceduresChapter management and organization 0 1 – 2 � – � �

Financial development, including fundraising 0 1 – 2 � – � � and financial statement



Correct grammar, punctuation, spelling, and 0 1 – 2 � – � � acceptable business style

Design and graphics 0 1 – 2 � – � �


School: _____________________________________________________________________________________

State: ______________________________________________________________________________________


Judge’s Comments:

V-6�



MANAGEMENT CoNCEPTS (revised)For success in the business as either an employee or an entrepreneur, the professional manager must build a solid foundation of business knowledge including its operation and its management. This event provides recognition for PBL members who possess knowledge of management principles.

Competencies This event is composed of two (2) parts: an objective test and a simulation decision-making problem with the de-cision presented and defended before a panel of judges. Members of the team will assume the role(s) of manage-ment and present a solution to the case problem.

The objective test may include questions on control-ling, decision making, directing, employee motivation theories, planning, organizing, business environment, communication techniques, group dynamics, leader-ship, organizational structure, policies and strategies, staffing, and basic statistics.

Eligibility Each state may enter two (2) teams composed of two (2) or three (�) members. One team member may have entered this event at a previous National Leader-ship Conference. Team members may be from one or more active local chapters and must be on record in the FBLA-PBL National Center as having paid dues by April 1� of the current school year.

Procedures

Objective TestAn one-hour objective test will be administered based on the previously listed competencies. Team members will take one objective test collaboratively. The ten (10) teams with the highest scores will be scheduled for the performance portion of the event. The order of perfor-mance will be drawn at random by an impartial person in the event office.

Oral PresentationMembers of the ten (10) participating finalist teams will meet for instructions and time assignments thirty (�0) minutes before the first performance is scheduled to begin. All team members will be sequestered until their performance times. Twenty (20) minutes before the performance, each team will receive the simulation.

Two (2) �” by 6” index cards will be provided for each participant and may be used during the prepara-tion and performance of the oral segment of the event. Information may be written on both sides of the index cards.

No reference materials, visual aids, or computer equipment may be brought to or used during the prepa-ration or performance.

The team has up to ten (10) minutes to role-play the problem with the judges. All team members must be involved. The team members will be allowed to use their note cards during the interaction.

A timekeeper will stand at nine (9) minutes and at ten (10) minutes.

V-6�



Management ConceptsPerformance Rating Sheet


ContentProblem is understood and well-defined 0 1 – 7 8 – 1� 1� – 20

Solutions are recognized with pros and cons 0 1 – 7 8 – 1� 1� – 20 stated and evaluated

Items were identified, evaluated, and 0 1 – 7 8 – 1� 1� – 20 prioritized

All members of team actively participated in 0 1 – � � – 7 8 – 10 role-playing

Presentation is well-organized, clearly stated 0 1 – � � – 7 8 – 10 with appropriate business language

Team members are forceful and show 0 1 – � � – 7 8 – 10 self-confidence, poise, voice projection, and eye contact

Management's decision is clear 0 1 – � � – 7 8 – 10




Name(s): ___________________________________________________________________________________

School: ____________________________________________________ State: ____________________________


Judge’s Comments:

V-66



MARKETING ANALYSIS & DECISIoN MAKING Earning a degree in a specific field is important to an individual’s future success in the job market. This event recognizes PBL members who possess knowledge across the core curriculum in the area of marketing.

Competencies The objective test may include questions on consumer behavior, advertising and promotion/sales management, marketing research, marketing principles and concepts, marketing management, public relations, and electronic commerce.




MARKETING CoNCEPTS Marketing involves the distribution of products and ser-vices to the consumer. This event provides recognition for PBL members who possess knowledge of the basic prin-ciples of marketing.

Competencies The objective test may include questions on basic mar-keting including price, product, place, and promotion; marketing concepts and strategies; international mar-keting; legal and social aspects; and marketing research.




NETWoRK DESIGN The ability to evaluate the needs of an organization and then design and implement network solutions is a valuable skill in today’s connected workplace. This event provides recognition for PBL members who demonstrate an under-standing of and ability to apply these skills.

Competencies This event is composed of two (2) parts: an objective test and a decision-making problem with the decision presented and defended before a panel of judges.

The objective test may include questions on network installation—planning, configuration, and topology; problem solving and troubleshooting; network admin-istrator functions; configuring network resources and services; configuration of Internet resources; security; and backup and disaster recovery.

Objective Test The objective test may include questions on the topics listed in the competencies section above.

Case Study Participants will be given a case study outlining a small business and its computing environment and needs. Participants will then be required to analyze the situa-tion and recommend a network solution to address the issues raised in the case study.

Eligibility Each state may enter two (2) teams composed of two (2) or three (�) members. One (1) team member may have entered this event at a previous National Leader-ship Conference. Team members may be from one or more active local chapters and must be on record in the FBLA-PBL National Center as having paid dues by April 1� of the current school year.

Procedures Note: Please refer to the Eligibility Guidelines on page V-8 at the beginning of this section for additional information.

Objective Test An one-hour objective test will be administered based on the previously listed competencies. Team members will take one objective test collaboratively.


V-67



The ten (10) teams with the highest score will be scheduled for a performance. The order of performance will be drawn at random by an impartial person in the event office.

Oral Presentation Members of the ten (10) finalist teams will meet for instructions and time assignments �� minutes before the first performance is scheduled to begin. All team members will be sequestered until their performance time. Thirty (�0) minutes before their performance, each team will receive the case study.

Two (2) �" x 6" index cards will be provided for each participant and may be used during the preparation and presentation. Information may be written on both sides of the note cards. In addition, teams will be provided with flip chart presentation sheets on which to present their proposed solution.

No reference materials or visual aids other than those created during the preparation time can be used during the preparation or presentation portions of this event.

The team has fifteen (1�) minutes to present their solution to the judges.

One member should introduce the team and de-scribe or summarize the case study. All team members must participate in the presentation. Team members will be allowed to use their note cards and flip chart sheets in explaining their recommendations and ratio-nale to the judges.

A timekeeper will stand at fourteen (1�) minutes. When each team has finished, the time used will be recorded. A five (�) point deduction will be made for presentations over fifteen (1�) minutes. A maximum three (�) additional minutes will be allowed for ques-tions from the judges. Participants should be prepared to defend their recommendations and respond to ques-tions from the judges.

Final presentations are open to conference attendees, except performing participants in this event.

V-68



Network DesignPresentation Rating Sheet


Delivery of Presentation Voice quality and diction 0 1 – � � – 7 8 – 10


Self-confidence and assertiveness 0 1 – � � – 7 8 – 10


Content and RecommendationDescribed the situation 0 1 – � � – 7 8 – 10

Issued a solution or recommendation 0 1 – � � – 7 8 – 10

Used correct terminology 0 1 – � 6 – 10 11 – 1�

Effectiveness of the strategy presented 0 1 – 8 9 – 18 19 – 2�

Technology System appropriate for size of business 0 1 – � 6 – 10 11 – 1�

Technology is currently available 0 1 – � � – 7 8 – 10

Future needs are considered 0 1 – � � – 7 8 – 10

Meets the needs of the company 0 1 – � 6 – 10 11 – 1�

Total Score /150 max.

Time Penalty Deduct five (�) points for presentation over 1� minutes. Time:



Objective Test Score (To be used only in the event of a tie.)

Names: _____________________________________________________________________________________

School(s): ___________________________________________________________________________________

State: ______________________________________________________________________________________


Judge’s Comments:

V-69



NETWoRKING CoNCEPTS Acquiring a high level of familiarization and proficiency in working on and with networks is essential in today’s connected workplace. This event provides recognition for PBL members who have an understanding of network technologies.

Competencies The objective test will consist of questions on general network terminology, equipment for Internet access, specific network operating systems (NOS) terminology, OSI model and functionality, and network topologies and connectivity.




V-70



PARLIAMENTARY PROCEDURE Dorothy L. Travis Award The Dorothy L. Travis Award recognizes PBL members who demonstrate knowledge of the principles of parliamentary procedure. This event is based on team rather than indi-vidual competition. Team participants develop speaking ability and poise through competitive performance.

Competencies This event is composed of two (2) parts: an objective test and a case study presentation.

Objective Test The majority of the objective test will consist of parlia-mentary procedure principles with additional questions on the PBL National Bylaws. Through a partnership with the National Association of Parliamentarians (NAP), questions for the parliamentary procedure principles sec-tion will be drawn from NAP’s offi cial test bank.

Performance The case problem will be given to simulate a regular chapter meeting.

The examination and performance criteria for this event will be based on Roberts’s Rules of Order, Newly Revised (Copyright 2000).

Eligibility Each state may enter two (2) teams, which must be composed of four (4) or fi ve (5) persons—a president, vice president, secretary, treasurer, and an additional member. Two (2) members may have participated once previously in this event. Team members may be from one or more active local chapters and must be on record in the FBLA-PBL National Center as having paid dues by April 15 of the current school year.

Selection of the national parliamentarian is made from those team members or eligible state candidates who score highest on the national parliamentary proce-dures exam and who meet all other appropriate criteria. Refer to the National Offi cer Candidate Guide for spe-cifi c candidate requirements and procedures.

Procedures


The team score is determined by averaging the scores of its members. The ten (10) teams with the highest score will be scheduled for a performance. The order of

performance will be drawn at random by an impartial person in the event offi ce.

Performance All members of the ten (10) participating fi nalist teams will meet for instructions and time assignments thirty (30) minutes before the fi rst performance is scheduled to begin. All team members will be sequestered until their performance times. Twenty (20) minutes before the performance, the team’s president will receive an envelope containing a copy of the problem for each team member.

The team may use the preparation time to consider procedure. Parliamentary procedure reference materi-als may be used during this preparation period but not during the performance itself.

Performances must include presentation of proce-dures that are used in a complete regular meeting of the chapter from the time the meeting is called to order un-til it is adjourned. Items designated in the problem must be included in the appropriate order of business, but other items should also be taken up during the meeting. During the performance the secretary will take notes, but the notes will not be transcribed into minutes.

Participants may refer to appropriate parliamentary procedure reference materials (e.g., Robert’s Rules of Order) in the preparation room only. The following items may be taken into the preparation room and may be used in the performance room: a copy of the prob-lem for each team member (given in the preparation room), the treasurer’s report, and a copy of the minutes from a preceding meeting. Participants are not to write on the copy of the problem.

The problem may or may not include each class of motions, but all fi ve classes of motions—main, subsid-iary, privileged, incidental, and motions that bring a question again before the assembly—must be demon-strated during the performance.

Performance time may be from nine (9) to eleven (11) minutes. A timekeeper will stand at eight (8) min-utes. When each team is fi nished the time used will be recorded, noting a deduction of one (1) point for each full half minute (30 seconds) under nine (9) minutes or each full half minute over eleven (11) minutes.

Performances are open to conference attendees, except performing participants of this event.

V-71



Parliamentary ProcedurePerformance Rating Sheet

Motions: Full value should be given for correctly handling the following actions on motions. For instance, if a motion does not require a second and the team handles this correctly, full credit should be given.

Motions: (M)ain, (S)ubsidiary, (P)rivileged, (I)ncidental, (B)ring Again Value Score

Motions M S P I BMade �Seconded �Stated �Debate/no debate �Put to vote �Vote result announced �

Motions Performance Subtotal

Business of the MeetingProblem quality (concise, complete, clear, germane) 1�Directions followed �Other business quality 10

Business of the Meeting Performance Subtotal

General Parliamentary ProcedureProper order of business 10Proper use of parliamentary terms 10Clarity of expression and voice projection �Impartiality of presiding official �Initiative of members �Poise, dignity, and appearance �

General Parliamentary Procedure Performance Subtotal


Time Penalty Deduct one (1) point per full half minute under 9 minutes or over 11 minutes. No deduction for performances between 8:�1 and 11:29. Time:


Performance Score _____ x 80% =

Average Objective Test Score _____ x 20% =


State Chapter: _______________________________________________________________________________

Names: _____________________________________________________________________________________

School: _____________________________________________________________________________________


Judge’s Comments:

V-72



PARTNERSHIP WITH BuSINESS PRoJECT This event recognizes PBL chapters that develop and implement the most innovative, creative, and effective partnership plan for increasing sustained communication and interaction with the business community.

Project Purpose This report describes activities designed to bring busi-ness leaders and PBL members together in a positive working relationship through innovative programs. The report should describe the planning and implementa-tion of activities that build a partnership between busi-ness leaders and chapter members for the purpose of learning about successful businesses.





Preliminary Round—Oral Presentation The top two projects from each state are eligible to com-pete at the National Leadership Conference. The reports will be prejudged according to the attached rating sheet.

One (1) to three (�) members from each local chap-ter will give an oral presentation. Five minutes (�) will be allowed to set up equipment or presentation items and seven (7) minutes will be allowed for the oral pre-sentation, which will describe the project and the results obtained. The chapter must provide all equipment for the presentation. Visual aids and samples specifically related to the project may be used; however, no items may be left with the judges or audience.

A timekeeper will stand at six (6) minutes. When the presentation is finished, the timekeeper will record the

time used, noting a deduction of five (�) points for any time over seven (7) minutes. Following each presenta-tion, the judges may conduct a three-minute (�) ques-tion-and-answer period.



Final Round—Oral Presentation The top ten (10) teams—or an equal number from each group—will give an oral presentation.


Only the final performance is open to conference at-tendees, except performing participants of this event

V-7�



Partnership with Business ProjectWritten Report Rating Sheet


Report Content Development

Description of the partnership goals 0 1 – 2 � – � �

Description of the planning activities used 0 1 – � � – 7 8 – 10 to build a partnership

Roles of business leaders and chapter 0 1 – 2 � – � � members in developing the partnership

Implementation

Description of the activities implemented to 0 1 – � 6 – 10 11 – 1� learn concepts of business operations

Level of involvement from business leaders 0 1 – 2 � – � �

Roles of business leaders and chapter 0 1 – 2 � – � � members in implementing the project

Results

Description of concepts learned from the 0 1 – � 6 – 10 11 – 1� project and the impact of the project

Degree of Involvement

Hours spent, personal contact, executives 0 1 – � � – 7 8 – 10 and department heads contacted

Evidence of Publicity

Examples of publicity and recognition 0 1 – 2 � – � � received as a result of the partnership


arrangements of information




School: _____________________________________________________________________________________

State: ______________________________________________________________________________________


Judge’s Comments:

V-7�



Partnership with Business Projectoral Presentation Rating Sheet❐ Preliminary Round ❐ Final Round


DeliveryVoice quality and diction 0 1 – 2 � – � �

Poise and professional appearance 0 1 – 2 � – � �


Explanation of ProjectDescription of development and strategies used 0 1 – � 6 – 10 11 – 1�

to implement the partnership

Degree of chapter involvement 0 1 – � � – 7 8 – 10

Contact established with various levels of 0 1 – 7 8 – 1� 1� – 20 management within the business (i.e., president, officer, supervisor, owner)

Information learned from management (i.e., 0 1 – 7 8 – 1� 1� – 20 business planning, organization, motivation, control, objectives, and goal setting)










School: _____________________________________________________________________________________

State: ______________________________________________________________________________________


Judge’s Comments:

V-7�



PuBLIC SPEAKING This event recognizes PBL members who, through public speaking, demonstrate qualities of business leadership by presenting a well-organized, logical, and substantiated speech.

Competencies The content of the five-minute (�) speech must be of a business nature and must be developed from one or more of the nine (9) FBLA-PBL goals.

Eligibility Each state may enter two (2) participants who are a member of an active local chapter and is on record in the FBLA-PBL National Center as having paid dues by April 1� of the current school year.

Procedures

General Information The speech should be five (�) minutes in length, of a business nature, and must be developed from one or more of the nine (9) FBLA-PBL goals.

Each participant’s speech must be the result of his/ her own efforts. Facts and working data may be secured from any source. Student members, not advisers, must prepare the speeches. State and local advisers should serve as consultants to ensure that the speeches are well organized, contain substantiated statements, and are written in a business style.

When delivering the speech, the participant may use notes or note cards.

No visual aids may be used.


Preliminary Round Participants will be divided into groups, depending on the number of entries.


At the time of the performance, the event admin-istrator will introduce each participant by name only. Each speech should be five (�) minutes in length. A timekeeper will stand at four (�) minutes. When the speaker is finished, the time used by the participant will be recorded, noting a deduction of five (�) points for any time under �:�1 or over �:29 minutes.



Final Round The fifteen (1�) finalists—or an equal number from

each group—will give a final speech. The order of performance will be drawn at random by an impartial person in the event office.

The final round is open to conference attendees except performing participants in this event.


V-76



Public Speaking Performance Rating Sheet



ContentRelation to FBLA-PBL goals, activities, and/or 0 1 – � 6 – 10 11 – 1�

current programs

Purpose clearly stated 0 1 – � � – 7 8 – 10

Suitability and accuracy of statements 0 1 – 2 � – � �

OrganizationTopic adequately developed 0 1 – � � – 7 8 – 10

Logical sequence of ideas 0 1 – � � – 7 8 – 10

Accomplishment of purpose 0 1 – � � – 7 8 – 10


Appropriate gestures and eye contact 0 1 – � � – 7 8 – 10

Confidence 0 1 – 2 � – � �

Professional appearance 0 1 – 2 � – � �

Extent to which speech was sincere, interesting, 0 1 – � � – 7 8 – 10 clear, creative, convincing, and concise


Time Penalty Deduct five (�) points for presentation under �:�1 or over �:29 minutes. Time:



Name:______________________________________________________________________________________

School:_____________________________________________State:____________________________________


Judge’s Comments:

V-77



SALES PRESENTATIoN This event is designed to recognize outstanding students in the field of salesmanship. The purpose of this event is to enable students to use their knowledge of good selling techniques and to create an awareness of the importance of good salesmanship.

Competencies Participation in this event will allow the participant to demonstrate proficiency in selling techniques, merchan-dise knowledge, and presenting to the customer.

Eligibility Each state may enter two (2) participants who are a member of an active chapter and is on record in the FBLA-PBL National Center as having paid dues by April 1� of the current school year.

Procedures The presentation may not be more than ten (10) min-utes. The participant shall provide the necessary materi-als and merchandise for the demonstration along with the product. Each participant’s demonstration must be the result of his/her own efforts. Facts and working data may be secured from any source. Student members, not advisers, must prepare the demonstration.

When delivering the demonstration, the participant may use notes, note cards, and props. Judges may ask questions during the presentation. A lectern will be avail-able. Participants must provide their own equipment.

Preliminary RoundParticipants will be divided into groups, depending on the number of entries.


Visual aids and samples specially related to the pre-sentation may be used in the preparation. However, no items may be left with the judges. The individual must provide all equipment for the presentation.

Five (�) minutes will be allowed to setup equipment or presentation items and ten (10) minutes allowed for the presentation. The judges will interact with the participant during the presentation. A timekeeper will stand at nine (9) minutes and ten (10) minutes.

The preliminary round is not open to conference attendees.

A maximum of ten (10) finalists—or an equal num-ber of participants from each group—will be scheduled for the final round.

Final Round A maximum of ten (10) finalists—or an equal number from each group—will be scheduled for a final pre-sentation. The order of performance will be drawn at random by an impartial person in the event office.


Only the final performance is open to conference at-tendees, except performing participants of the event.

V-78



Sales Presentation Presentation Rating Sheet


Approach Suitable opening, statement, or remark 0 1 – 2 � – � �

Direct customer’s attention to merchandise 0 1 – 2 � – � �

Product PresentationQuestions involved customer 0 1 – � � – 7 8 – 10

Analyze and determine customer needs 0 1 – � � – 7 8 – 10

Interest in customer as an individual 0 1 – � � – 7 8 – 10

Adequate knowledge of product features 0 1 – � � – 7 8 – 10

Create interest and desire for product 0 1 – � � – 7 8 – 10

Benefits matched to customer needs 0 1 – � � – 7 8 – 10

Handling ObjectionsWelcome and listen to all objections 0 1 – 2 � – � �

ClosingTake advantage of customer reactions 0 1 – 2 � – � �

Handle and overcome objections with respect 0 1 – 2 � – � �

Sale effectively closed 0 1 – 2 � – � �

Suggestion SellingSuggestion selling effectively used 0 1 – � � – 7 8 – 10




Final Score

Name(s): ___________________________________________________________________________________

School(s): ___________________________________________________________________________________

State: ______________________________________________________________________________________


Judge’s Comments:

V-79



SPORTS MANAGEMENT AND MARKETING The sports industry is rapidly growing in this country and the world. For an individual to be successful and effective in this type of work, they must learn the management and marketing techniques necessary for future success. This event provides recognition for PBL members who possess the basic principles of sports management and marketing.

Competencies The objective test may include questions on the follow-ing topics: sport management history, human resource management in sports, law and sports application, facility management, strategic marketing, labor rela-tions in professional sports, ethics, tort liability and risk management, group decision making and problem solv-ing, sponsorships, sport licensing, economics of sports, accounting and budgeting, and fi nancing sports.




STATE CHAPTER ANNUAL BUSINESS REPORT The annual business report communicates the state’s growth and the methods and projects used in achieving its goals. This event recognizes PBL state chapters that effectively summarize their year’s activities in a business report.

Report Purpose The report should summarize the activities of the state chapter between the end of the previous State Lead-ership Conference and the end of the current State Leadership Conference. Projects used for other PBL reports may be included. The report should include the chapter’s profi le, productivity, recognition, and business procedures.

Eligibility All active state chapters are eligible. Each state may submit one (1) report.

Procedure Report formats must follow the same sequence shown on the rating sheet. If information is not available for a particular criterion, include a statement to that effect in the report. The report must be similar to that of a busi-ness report with substantiated statements in a clear and concise format.


STATISTICAL ANALYSIS The ability to use statistical tools and concepts is an important business skill. This event provides recognition for PBL members who demonstrate knowledge of and the ability to apply common techniques and statistical analysis tools.

Competencies The objective test may include questions regarding the organizing and presenting of statistical data, descriptive statistical analyses, probability distributions, sampling techniques, estimates and inferences, and linear regressions.




V-80



State Chapter Annual Business ReportWritten Report Rating Sheet


Chapter Profile • Letter to chapter membership (stockholders) 0 1 – � � – 7 8 – 10

• Number of members • Size of state chapter • When and how the chapter was organized

ProductivityRecruitment of members and chapters 0 1 – 2 � – � �

State officer assistance to local chapters 0 1 – 2 � – � �

Preparation of state and local officers for their duties 0 1 – � � – 7 8 – 10

Cooperation with business, professional, and 0 1 – 2 � – � � service groups within the community

Participation in public relations activities and 0 1 – � � – 7 8 – 10 newsletter preparation

Development and promotion of FBLA-PBL 0 1 – � � – 7 8 – 10 state projects

Support of FBLA-PBL national projects 0 1 – 2 � – � �

Implementation of state leadership conferences 0 1 – 2 � – � �

Attendance and participation at conferences 0 1 – 2 � – � � sponsored by the association

Businesslike ProceduresChapter management and organization 0 1 – 2 � – � �

Financial development, including fundraising 0 1 – 2 � – � � and financial statement



Correct grammar, punctuation, spelling, and 0 1 – 2 � – � � acceptable business style

Design and graphics 0 1 – 2 � – � �


State: ______________________________________________________________________________________

Judge’s Signature: _________________________________________ Date:_______________________________

Judge’s Comments: ___________________________________________________________________________

V-81



TELECoMMuNICATIoNS Telecommunications is a rapidly growing field in the business world. This event provides recognition for PBL members who demonstrate knowledge of the field of telecommunications as it affects personal and business relationships.

Competencies The objective test may include questions regarding data transmission including coding, digitizing, and circuits networks and network design, history of telecommu-nications, network security, network mananagement, operating systems and communication methods, and current trends and developments such as e-commerce.




VISuAL BASIC PRoGRAMMING Programming is an essential career area that supports today’s technology-based society. All programming involves the writing of detailed instructions that direct a computer to perform tasks necessary to process data into informa-tion. This event recognizes PBL members who have devel-oped an understanding and proficiency in the writing and development of programs in Visual Basic.

Competencies This event is composed of two (2) parts: an objective test and a program to be sent to the national center for judging.

The objective test for Visual Basic programming will consist of items related to programming structures: sequence, decision/selection, and repetition; menu and arrays; window controls; types of input and output; word functions including sub procedures or subrou-tines, variables; constants; debugging procedures; and graphical user interface.

Eligibility Each state chapter may enter two (2) participants in the event.

Each participant must be a member of an active local chapter who is on record in the FBLA-PBL National Center as having paid dues by April 1� of the current school year.

Procedures Objective Test An one-hour objective test will be administered based on the previously listed competencies. The test will be based on the most recent version of the software.

The written test will constitute �0 percent of the final score.

Program for 2007 National Leadership ConferenceParticipation in this event will allow members to dem-onstrate proficiency in conceptualizing, designing, and creating a business program solution. The topic to be addressed by the solution for competition at the 2007 National Leadership Conference will be:

You have just been given the task to completely redesign and write the customer billing program at E-Z Watt Electric Co-Op. Design the algorithm and program solution that will read a file containing the amount of electricity that each customer uses on a monthly basis. The files consist of: a. an account summary record, which provides the total

kilowatt-hours used during the previous month by a customer, the amount owed, and the amount paid; and


The program will read the electricity usage file and produce a billing report showing the customer number, name, electricity, and the amount owed. The amount owed is calculated at 11 cents for each kilowatt-hour used up to 200 hours, and 8 cents for each kilowatt-hour used over 200 hours. The total electricity usage in kilo-watt-hours is also to be accumulated and printed.


You may design the data files, input screens, and reports as you see fit.

Prejudged Program1. Submit two (2) DVDs of the executable object and

source files to the national center for judging by the second Friday in May.


�. The solution must run stand-alone with no programming errors.

�. Points will be deducted for any logical errors.

�. Programs must be accompanied by a readme fiile noting software used; names of participants, school, state; source of information; and instructions on running the program.



V-82



Visual Basic ProgrammingRating Sheet


Program readability and styleAppropriate names of variable, method, and class 0 1 – 2 � – � �

names used




Readme file 0 1 – 2 � – � �

Program structure and contentProgram is concise, did not contain unnecessary 0 1 – 2 � – � �

complexity



Algorithms did not impose any special 0 1 – � � – 7 8 – 10 limitations not described in the program instructions, (for example, is it apparent that the program would fail under certain foreseeable conditions)






Names: _____________________________________________________________________________________

School: ____________________________________________________ State: ___________________________


Judge’s Comments:

V-83



WEB SITE DEVELOPMENT The ability to communicate ideas and concepts, and to deliver value to customers, using the Internet and related technologies, is an important element in a business’ success. This event recognizes PBL members who have developed profi ciency in the creation and design of Web sites.

2007 National Leadership Conference Topic Participation in this event will allow members to dem-onstrate profi ciency in conceptualizing, designing, and creating Web sites.

The topic to be addressed by the Web site developed for competition at the 2007 National Leadership Confer-ence will be:

Your local community playhouse has approached your PBL chapter to develop a Web site to promote its upcoming production (insert name of production). You should include a brief synopsis of the play, description of the cast, general details (e.g., schedule, ticket sales, direc-tions), and information on becoming a patron/donor of your playhouse. You may substitute the drama produc-tions at your college for the community playhouse. (Information presented may be fi ctitious.)

Ideally, this topic will also be used for competitions at the state level. Chapters should check with their state adviser to confi rm the topic to be used for their state competition.

The Web site should include elements such as page layout, navigational scheme, graphics/multimedia use, site content, and correct business format.

Eligibility Each state may submit two (2) entries. Entries may be created by an individual or a team of two (2) or three (3) members. Participants must be members of an ac-tive local chapter and be on record in the FBLA-PBL National Center as having paid dues by April 15 of the current school year. In the event of a team entry, no more than one (1) member may have competed in this event at a previous National Leadership Conference.

Procedure

Prejudged Web Site


2. An offi cial event entry form must be completed and submitted by the state chairman or designee. This form will list the following information: chapter name, participants’ names, school, city, state, and URL.

3. This is not a chapter Web site. The topic must be incorporated in the Web site design.

4. The Web site must be available for viewing on the Internet at the time of judging. No changes can be made to the Web site after the offi cial entry date (sec-ond Friday in May). Judging of the Web site will take place before the National Leadership Conference.

5. Any photographs, text, trademarks, or names that are used on the site must be supported by proper documentation and approvals indicated on the Web site. Members are expected to follow all applicable copyright laws and may be disqualifi ed if items are used inappropriately and not documented.

6. The use of templates must be identifi ed at the bot-tom of the home page.

7. Web sites should be designed to allow for viewing by as many different platforms as possible.

Preliminary Round—Oral PresentationThe top two individuals or teams of two (2) or three (3) members from each state are eligible to compete at the National Leadership Conference. The Web site will be prejudged according to the attached rating sheet.

The oral presentation is an explanation of the Web site and the Web site should be shown when explaining the site. The team or individual will be able to access their URL. The explanation should include, but not be limited to

■ development of the topic

■ development and design process

■ use and implementation of innovative technology

■ use and development of media elements

■ copyright issues with pictures, music, etc.

A windows-based computer, projection device, and screen will be provided for the oral presentation. Jump-drives, CD, and DVDs are allowed to be used on the provided equipment.

The individual or team has fi ve (5) minutes to present. A timekeeper will stand at four (4) minutes. When each individual or team is fi nished, the timekeeper will record the time used, noting a deduction of fi ve (5) points for any presentation over fi ve (5) minutes. Following each oral presentation, the judges may conduct a three-minute (3) question-and-answer period during which the pre-senters should be prepared to defend all aspects of their presentation.


Scores from the prejudged Web site as well as the pre-liminary oral presentation will determine the fi nal rank. The top fi fteen (15) participants—or an equal number from each group—will proceed to the fi nal round.

V-8�



Final Round—Oral Presentation The top fifteen (1�) participants—or an equal number from each group—will give a presentation.


Only the final performance is open to conference at-tendees, except performing participants of this event

V-85



Web Site DevelopmentRating Sheet


Page Layout and DesignFonts, colors, and graphics enhance 0 1 – 7 8 – 14 15 – 20

aesthetic appeal

Format is consistent and appropriate 0 1 – 3 4 – 7 8 – 10

Graphic design shows creativity, originality, 0 1 – 7 8 – 14 15 – 20and supports theme

Site uses innovative technology tools and 0 1 – 3 4 – 7 8 – 10enhancements effectively (i.e., streamingvideo/audio, fl ash, Javascript)

Site NavigationAll links are functional 0 1 – 3 4 – 7 8 – 10

Links are consistent and support them 0 1 – 3 4 – 7 8 – 10

Navigational scheme is logical and effective 0 1 – 3 4 – 7 8 – 10

ContentEffectiveness of site 0 1 – 10 11 – 20 21 – 30

Theme fully and effectively developed. Solution 0 1 – 10 11 – 20 21 – 30adequately addresses assigned topic.

Technical Proper use of grammar, spelling, punctuation, etc. 0 1 – 7 8 – 14 15 – 20

Site is compatible with multiple browsers 0 1 – 3 4 – 7 8 – 10

Copyright laws have been followed; permissions 0 1 – 7 8 – 14 15 – 20are cited on the Web site; and the use oftemplates must be identifi ed at the bottom of the home page


Name(s): ___________________________________________________________________________________

School:_____________________________________________State:____________________________________


Judge’s Comments:

V-86



Web Site Development oral Presentation Rating Sheet


DeliveryExplanation on the development of the topic 0 1 – � � – 7 8 – 10

in the presentation

Explanation of the development and design process 0 1 – 7 8 – 1� 1� – 20


Explanation of the use and development of 0 1 – 7 8 – 1� 1� – 20 media elements (graphics, video, audio, etc.)



Oral presentation delivery, including voice and 0 1 – 2 � – � � self-confidence

Demonstration of ability to effectively answer 0 1 – 2 � – � � questions

Total Score /100 max.

Time Penalty Deduct five (�) points for presentation over � minutes. Time:


Prejudged Web Site /200 max.


Name(s): ___________________________________________________________________________________

School:_____________________________________________State:____________________________________


Judge’s Comments:

V-87



WHo’S WHo IN PBL This award honors PBL members who have made out-standing contributions to the association at the local, state, and national levels.

Eligibility Each state may enter one (1) participant who is a mem-ber of an active local chapter and is on record in the FBLA-PBL National Center as having paid dues by April 1� of the current school year.

National officers automatically earn recognition in this event; therefore, having a national officer does not prohibit a state from selecting an additional member for this honor.

Regulations

1. The entry form must be completed by the state chairman or designee and must be submitted to the national center by the second Friday in May.

2. Nominees must be selected in accordance with the regulations of the state chapter and the national as-sociation.

�. If the state chapter nominee is unable to attend the National Leadership Conference, the state may des-ignate one of its other delegates to accept the award for that nominee.

Procedure Criteria for selection of nominees by the state chapter should include:

■ Years of participation in PBL activities

■ Extent of participation in conferences sponsored by the state chapter and national association

■ Offices, chairmanships, and committee memberships held

■ Contributions to local, state, and national projects

■ Participation in other activities

■ Recommendations supportive of the member’s involvement in FBLA-PBL

National Awards One (1) member from each state submitting an entry form and all national officers will be recognized as re-cipients of the national Who’s Who in PBL award at the National Leadership Conference.

WoRD PRoCESSING A high level of word processing skill is a necessity for employees in productive offices. This event recognizes PBL members who demonstrate that they have acquired word processing proficiency beyond the entry level.

Competencies This event is composed of two (2) parts: an objective test and a school-site computer applications test.

Participants should be well prepared in the production of all types of business forms, which may include letters, memorandums, tables, reports, statistical reports, and materials from rough draft and unarranged copy. Results will be based on mailable copy and the Format Guide.

Participants will complete an objective test on their understanding and mastery of basic computer concepts; document formatting rules, grammar, punctuation, spell-ing, and proofreading; and word processing applications.

Eligibility Each state may enter two (2) participants who are mem-bers of active local chapters and who are on record in the FBLA-PBL National Center as having paid dues by April 1� of the current school year.

Procedure Note: Please refer to the Event Regulations section on page V-9 for additional information.

School Site One (1) hour will be allowed for the skill test at the school-testing site. Additional time will be allowed for general directions, equipment set up, and warm up. Problems are weighted according to difficulty and may be completed in any order.

Results will be based on mailable copy and the For-mat Guide. Material that could be considered mailable with slight or serious corrections will receive reduced credit. (See Standards of Mailability on page V-9.)

Participants must recognize the necessity for accurate proofreading. Word division manuals, dictionaries, and the Format Guide may be used as a reference at the test site.

Voice recognition software may be used where appli-cable. The local chapter must provide the software.

objective Test An one-hour (1) objective test will be administered at the National Leadership Conference based on previously written competencies and basic skills knowledge.

The score received on this portion of the event will constitute 1� percent of the final score.


V-88



RECoMMENDING A NEW oR MoDIFIED CoMPETITIVE EVENT Each year, the NAP Committee receives a number of suggestions for modifications to FBLA-PBL’s competitive events or for the adoption of new events. Recognizing the importance of obtaining and responding to, these field proposals in a timely, efficient, and fair manner, the NAP Committee has instituted the following procedures.

I. Submitting a Proposal Proposals to modify or adopt new competitive events may be submitted by local and state advisers, members of a state committee, or by individual student members of FBLA-PBL. When submitting a proposal, individuals are asked to provide the following items. Refer to the ex-isting competitive event guidelines as references relative to format, content, etc. Proposals should be submitted by the first Friday in May to be considered for the next year.

• Purpose of the new event or modification

• Rationale for making the change or adopting the new event

• Eligibility

• Regulations

• Procedures

• Judging

• All supporting materials, including:

– Two sample tests (objective tests)

– Proposed rating sheets (performance events, chapter events)

– Sample problems or cases (performance events, skill events)

II. Review Process Step 1. Proposals should be submitted to the national

center. Proposals received will be assigned to a member of the NAP Committee for initial review. The commit-tee member will first review the proposal to ensure that it is complete and appropriate. If the proposal is not complete, the committee member will work with the individual(s) submitting the proposal to complete the file.

Step 2. Once the proposal is complete, the NAP member assigned to the review will distribute copies (except for sample tests, cases, etc.) to at least five (�) state advisers for review and comment.

Step 3. After obtaining reviews from at least five (�) state advisers, the committee member will prepare a report to the full NAP Committee recommending approval as submitted, approval with modifications, or rejection.

III. Approval and Implementation The NAP Committee will review completed recommen-dations at its annual fall/winter meeting. Notification of all modifications and/or adoptions will be sent to state committee members for comments and reaction by December. The NAP Committee will present the approved modifications and/or adoptions at the next National Leadership Conference for implementation for the upcoming school year. The decision to implement the event (or event modification) as an official event or as a pilot event will be at the discretion of the NAP Committee.

V-89



Competitive Event Recommendation FormMust be submitted by the second Friday in May for review the following Fall.

From: ________________________________ State: ________________________________

Status (circle those that apply): Adviser State Committee Member Member

Chapter Affiliation: ________________________________________________________________________ Address: _________________________________________________________________________________ ________________________________________________________________________________________ Phone Number: ___________________________________________________________________________ Event Name: _____________________________________________________________________________

Division (circle one): FBLA PBL FBLA–Middle Level

Scope of proposal (circle one): New Event Modification to existing event

Rationale (brief statement; attach additional sheets with supported materials):

Signature: _____________________________ Date Submitted: ________________________

Do not write below this line.

Assigned to: _______________________________ Date: _____________________________________

Status: ___________________________________ Approved as proposed: _______________________ Approved with modifications: _________________ Rejected. Rationale: __________________________ Implemented at NLC: _______________________ Pilot Full: __________________________________

V-90




V-App. �C H A P T E R M A N A G E M E N T H A N D B O O K (2006 - 2007 PBL Version)

Format Guide

FBLA-PBL FORMAT GUIDE Today’s successful businesses require a consistent message throughout the organization. A foundation of this strategy is the use of a format guide so that a corporation maintains a uniform image through all its communications. As the premier student business organization, it is our responsibility to guide our students according to today’s business practices. With this in mind, we have crafted a Format Guide by which our students and advisers can prepare for the Computer Applications and Word Processing skill events. Please review the Format Guide carefully in preparing for these events.

General Guidelines

Font Size: �2

Font Style: Times, Times New Roman, or Arial

Spacing: � or 2 spaces after punctuation ending a sentence (stay consistent within the docu-ment)

� space after a semicolon � space after a comma � or 2 spaces after a colon (stay consistent within the document) � space between state abbreviation and ZIP

Letters: Block Style with Open Punctuation Top Margin: 2 inches Side and Bottom Margins: � inch

Memorandums: Standard Style Top Margin: 2 inches Side and Bottom Margins: � inch

Unbound Report: Body double spaced Top Margin: 2 inches first page, � inch remaining pages Side and Bottom Margins: � inch Page number is placed 0.5 inches at right margin starting on page 2

Leftbound Report: Body double spaced Top Margin: 2 inches first page, � inch remaining pages Side Margins: Left ��/2 inches – Right � inch Bottom Margin: � inch Page number is placed 0.5 inches at right margin starting on page 2

V-App. 2

F O R M A T G U I D E


Miscellaneous Documents: Top Margin: 2 inches (Agenda, Itinerary, Minutes, News Release, Outline, Table of Con-tents) Side and Bottom Margins: � inch

Miscellaneous Notes: Left justification of documents is to be used unless otherwise indicated. Main and subheadings should be keyed in boldface.

Note: Documents in this style manual may not show the correct top margins because of the instruction box at the top of the page.

ADVANCED LETTER FEATURES

Mailing Notation: A mailing notation is keyed a double space below the date in ALL CAPS followed by a double space before the inside address.

Attention Line: An attention line is keyed as the first line of the inside address. When an attention line is used, the salutation is “Ladies and Gentlemen.”

Subject Line: A subject line should be keyed a double space below the salutation in ALL CAPS. The subject line begins at the left margin. The word “subject” or “re” are not used when keying the subject line.

Second Page Heading: If a letter contains more than one page, key a heading at the top of each subsequent page. Key the first line of the inside address, page number, and date at the left margin beginning one inch from the top of the paper. Double space below the date before continuing the body of the letter.

Ms. Terra Green Page 2 Current Date

Company Name: Key the company name a double space below the complimentary close in ALL CAPS. Quadruple space to the writer’s name.

Enclosure Notation: Place an enclosure (or attachment) notation a double space below the reference initials. If multiple enclosures are referred to in the letter, follow the word “enclosures” with a colon and list each enclosure.

Copy Notation: Use a lowercase (c) by the name of the person(s) to receive a copy. Place the copy notation a double space below the last line of the enclosure notation or the reference line if there is no enclosure.

Postscript: A postscript should be keyed as the last line in the letter. It should be preceded by a double space and begin at the left margin. The initials “P.S.” should not be used.

V-App. �



AGENDA SAMPLE

Top Margin: 2" Side Margins: 1" Second Page Top: 1"

FUTURE BUSINESS LEADERS OF AMERICA(DS)

Board of Directors Agenda(DS)

Tuesday, March 20, 20—(DS)

1. CalltoOrder–JeanBuckley,ChiefExecutiveOfficer (DS)2. RollCall–MaryAnvil,Secretary

3. ReadingoftheMinutes–MaryAnvil,Secretary

4. Treasurer’sReport–HarveyWeinberg,Treasurer

5. OtherOfficerReports

6. CommitteeReports Accounting–MildredWright Social–BettyEinstein (SS) FundRaising–BretRushmore

7. UnfinishedBusiness

8. NewBusiness

9. DateofNextMeeting

10. Adjournment

Note:Numbersmaybeleftorrightaligned.

V-App. �



ITINERARY(DS)

M. J. Lawson(DS)

October 10-13, 20—(DS)

Sunday, October 10 (DS) 9:30a.m. DepartMemphisMunicipalAirport,UnitedAirlines,Flight433, nonstop,lunchserved. (DS) 1:02p.m. ArriveSanFranciscoInternationalAirport. (DS) 5:30p.m. DeparthotelforChinatownvisit.

Monday, October 11

9:00a.m. ConferenceatMarkHopkinsHotel.

Reminder: CallPatMartintoconfirmdinnerarrangementsfortomorrow.

Tuesday, October 12

9:00a.m. ConferenceatMarkHopkinsHotel.

7:00p.m. DinnerwithPatMartin.

Wednesday, October 13

9:30a.m. Departhotelforairport.

12:20p.m. DepartSanFranciscoInternationalAirport,UnitedAirlines, Flight700,onestop,lunchserved.

7:15p.m. ArriveMemphisMunicipalAirport.

MSJUNERTIJERINACLAIMSDEPARTMENTGOLDENINSURANCECOMPANY1846MARKETSTREETSANFRANCISCOCA94102-1234

LABEL/ENVELOPEFORMAT SAMPLE

ITINERARY SAMPLE

Top Margin: 2" Side Margins: 1" Second Page Top: 1"

The Optical Character Recognition (OCR) style, including all recommended abbreviations, is to be used

by the company for all labels and envelopes.

V-App. 5



CurrentDate

(QS)

Ms.TerraGreen1923DeseramaCircleCottonwood,AZ86326(DS)DearMs.Green(DS)Thisletterrepresentsanacceptableformatforapersonalbusinessletter.Asyoucansee,theformatisidenticaltoabusinessletterkeyedinblockstylewithopenpunctuation.However,whatmakesthisletterdifferentisthatthewriter’saddressisincludedintheclosinglines.Ad-ditionally,referenceinitialsarenotincluded.(DS)Sincerely

(QS)

BarbaraSmall1912AssociationDriveReston,VA20191-1591

CurrentDate

(QS)

Ms.TerraGreen1923DeseramaCircleCottonwood,AZ86326(DS)DearMs.Green(DS)Thisletteriskeyedinblockstylewithopenpunctuation.Alllines,includingthedate,insideaddress,salutation,andclosingbeginattheleftmargin.Adoublespaceisleftbetweenallletterpartsexceptbeforetheinsideaddressandthewriter’sname,whereaquadruplespace(4returns)willbefound.

ThisletterstyleistobeusedforFBLA-PBLcompetition.(DS)Sincerely

(QS)

BarbaraSmallDirectorofEducation(DS)xx

LETTER – BUSINESS

Top Margin: 2" Side Margins: 1"

LETTER – PERSONAL


V-App. 6



CurrentDate(DS)CONFIDENTIAL(Ifnomailingnotation,QSafterdate.)(DS)AttentionFBLA-PBLCompetitorsFBLA-PBL,Inc.1912AssociationDriveReston,VA20191-1591(DS)LadiesandGentlemen(DS)LETTERFORMATWITHADVANCEDFEATURES(Ifnosubjectline,DSaftersalutation.)(DS)Thisletterillustratestheplacementofalladvancedletterpartsasdescribedontheenclosedsheet.Italsoillustratestheblockstyleletterwithopenpunctuation.

Pleaserefertothisletterwhenkeyingsuchadocumenttoavoidmakingformattingerrors.(DS)Sincerely(DS)FBLA-PBL,INC.

(QS)

BarbaraSmallDirectorofEducation(DS)xx(DS)Enclosure(DS)cMs.JeanBuckley,President/CEO(DS)Bestofluckinyourcompetition!

NameofAddresseeorCompanyPage# (SS)Date(DS)

LETTER & MEMO –SECOND PAGE

LETTER WITH ADVANCED FEATURES

Top Margin: 2"

Side Margins: 1"

Top Margin: 1" Spacing of Materials: SSSpacing after Date to Body: DS

V-App. 7



TO: FBLA-PBLCompetitors(DS)FROM: JudgingCommittee(DS)DATE: Current(DS)SUBJECT:FormattingaStandardMemorandum(DS)Whenformattingastandardmemorandum,usea2-inchtopmargin.Next,keytheheadinglineswithadoublespacebetweeneach.NotethateachheadingistypedinALLCAPSandinformationallinesarealignedontheleft.Thesubjectlineshouldbekeyedwithinitialcapsandfollowedbyadoublespace.

Paragraphsarealignedattheleftmarginandaresinglespacedwithadoublebetweeneach.Thecompetitorshouldkeyhis/herinitialsattheleftmarginadoublespacebelowthebodyofthelastparagraphinlowercaseletters.Ifanattachmentorenclosureisincluded,theword“Attachment”or“Enclosure”shouldbekeyedattheleftmarginadoublespacebelowthecompetitor’sinitials.

xx(DS)Enclosure

NEWSRELEASE(DS)Contact:PatriciaWells,FBLAAdviserWashingtonHighSchool1801E.NationalAvenuePhoenix,AZ85007-0032602-555-1234(DS)ReleaseMay1,20—

(QS)

STUDENTSEARNTRIPTOFBLANATIONALCONFERENCE

(QS)

FifteenWashingtonHighSchoolFutureBusinessLeadersofAmericamembershavebeen

selectedtorepresentArizonaattheFBLANationalLeadershipConference.

Thesestudentshavetheopportunitytoattendthisconferencewithover5,000otherhigh

schooldelegatesrepresentingeachstate,theVirginIslands,Guam,Canada,andtheDepart-

mentofDefenseDependentSchools.

Toraisefundstoattendthisconference,FBLAmemberswillholdayardsaleandsilent

auctionMay23andMay24from8a.m.to2p.m.atWashingtonHighSchool.

Anycommunitymemberswishingtomakeadonationfortheyardsale/silentauctionmay

contactPatriciaWellsattheabovenumber.(DS)###

NEWS RELEASE

Top Margin: 2" Side Margins: 1" Body: DS

MEMORANDUM


V-App. �



WASHINGTON HIGH SCHOOL FBLA(DS)

Minutes of September 1, 20—

(QS)

Call to Order(DS)TheregularmeetingoftheWashingtonHighSchoolFBLAchapterwascalledtoorderonMonday,September1,20—at3:30p.m.PresidentSteveDockraycalledthemeetingtoorderwithSecretaryDaleWilliamsrecordingminutes.

Attendance

Allmemberswereinattendance.

Minutes

TheminutesoftheAugust1,20—meetingwereread.JustinVaughnmovedtoapprovetheminutesasread.Theyweresecondedandapproved.

Treasurer’s Report

TreasurerKellyOsbornereportedachapterbalanceasofSeptember1,20—of$347.16.Thereportwasfiled.

Unfinished Business

ThedatefortheWinterDancewasannounced.ItwillbeheldNovember27inthemaingym.Thepriceperpersonwillbe$5eachor$8percouple.

New Business

None.

Announcements

ReminderforallmemberstobegincollectingpledgesfortheMarchofDimesWalk-A-Thon.

Adjournment

Therebeingnofurtherbusiness,themeetingwasadjournedat4:10p.m.

(QS)

TerraGreen,Secretary

MINUTES


V-App. �



FORMATTING OUTLINES

(QS)

I. VERTICALSPACING (DS) A. TitleofOutline 1.Two-inchtopmargin 2.Followedbyaquadruplespace B. MajorHeadings 1.Firstmajorheadingprecededbyaquadruplespace;allothersprecededby adoublespace 2.Allmajorheadingsfollowedbyadoublespace 3.Allsubheadingssingle-spaced (DS)II. HORIZONTALSPACING (DS) A. TitleofOutlineCenteredoverLineofWriting B. MajorHeadingsandSubheadings 1. Identifyinglowercaseromannumeralsalignedatleftmarginoraligned onperiods 2. Identifyinglettersandnumbersforeachsubsequentlevelofsubheading alignedbelowthefirstwordoftheprecedingheading (DS)III. CAPITALIZATION (DS) A. TitleofOutlineKeyedinALLCAPS B. MajorHeadingsKeyedinALLCAPS C. First-orderSubheadingsKeyedwithallMajorWordsBeginningwithInitialCaps D. Second-orderSubheadingsKeyedwithFirstWordOnlyUsingInitialCap

Note:Romannumeralscanbeleftorrightaligned.

OUTLINE

Top Margin: 2" Side Margins: 1" Spacing in Body: SS

V-App. �0



REPORT FORMATTING

(QS)

Standard Margins

Withtheexceptionoftheleftmargin,allmarginsettingsarethesamefortheunbound

andleftboundreports.Therightmarginisoneinch.Atopmarginoftwoinchesandabottom

marginofoneinchareusedonthefirstpageofreports.Allremainingpagesarekeyedwith

one-inchtopandbottommargins.Sincetheinternalspacingofreportpartsvaries,abottom

marginofexactlyone-inchissometimesnotfeasible.Thebottommarginmaybevariedto

preventasideheadingorfirstlineofaparagraphfromprintingasthe

lastlineonapage(orphan),orthelastlineofaparagraphfromoccurringatthetopofa

newpage(widow.)

Page Numbering

Thefirstpageofareportisnotnumbered.Onthesecondandsubsequentpages,

placethepagenumberintheupperrightsideofthepageheader.Referencepagesshould

alsobenumbered.

Long Quotes

Quotedmaterialoffourormorelinesshouldbesinglespaced,indented0.5inchfrom

boththeleftandrightmargins,anddoubledspaceaboveandbelowthequotedmaterials.

Enumerated or Bulleted Items

Indentenumeratedorbulleteditems0.5inchfromtheleftmargin;blockthelinesatthe

beginningofthefirstwordoftheitem.Therightmarginforenumeratedandbulleteditems

remainsatoneinch.Singlespaceindividualitems;doublespacebetweenitemsaswellas

aboveandbelowaseriesofitems.

Headings and Subheadings

Mainheading.CenterthemainheadinginALLCAPSandboldoverthebody.

Sideheadings.Beginsideheadingsattheleftmargin.Capitalizethefirstletterofthefirst

wordandallothermainwordsineachheading.Boldsideheadings.

Paragraphheadings.Indentparagraphheadings0.5inchesfromtheleftmargin.Capitalize

thefirstletterofthefirstwordonly.Underlinetheheadingandfollowitwithaperiod.1

REPORT

Top Margin: 2" Side Margins: 1" Spacing in Body: DS

V-App. ��



2

2

Endnotes

Endnotesareplacedattheendofthereport,andtheendnoteiscitedbyasuperscript

number.Theendnotespagehasthesametopandsidemarginsasthefirstpageofthereport

andisnumbered.Eachendnoteissinglespacedwithadoublespacebetweenendnotes.The

firstlineofeachendnoteisindented0.5"fromtheleftmargin;allotherlinesbeginattheleft

margin.2

References

AllreferencescitedwillbelistedalphabeticallyundertheheadingREFERENCESor

BIBLIOGRAPHYorWORKSCITED.Thepagehasthesametopandsidemarginsasthe

firstpageofthereportandisnumbered.Eachreferenceissinglespacedwithadoublespace

betweenreferences.Thefirstlineofeachreferencebeginsattheleftmargin;allotherlines

areindented0.5inchfromtheleftmargin.3

Whenlistingthetitlesofindividualworks,followtheseguidelines:Titlesofbooks

shouldbeitalicized.Titlesofarticlesshouldbeplacedinquotationmarks.Journalormaga-

zinetitlesshouldbeitalicized.ThetitleordescriptionofmaterialsfoundonWebsitesor

otherInternetsourcesshouldbesurroundedbyquotationmarks.

Note:

Putjustthepagenumberonthesecondandsubsequentpagesintheupperrightsideofthe

pageheader0.5inchfromtopofpage.

REPORT – continued

Top Margin: 1" Side Margins: 1" Spacing in Body: DS

ENDNOTES

(QS)

1D.F.Dansereau,“LearningStrategyResearch,”Thinking and Learning Skills,Vol.1,Hill-sdale,NJ:LawrenceErlbaum,1999,p.111.(DS) 2RoseHuber,“TeachingStudentsHowtoStudy,”Eastside Weekend,September1-7,1998,p.18.(DS) 3TheodoreSilver,Study Smart,NewYork:VillardBooks,2000,p.99.

ENDNOTE PAGE


V-App. �2



REFERENCES

(QS)

Dansereau,D.F.“LearningStrategyResearch,”Thinking and Learning Skills.Vol.1.Hillsdale,NJ:LawrenceErlbaum,1999.(DS)Huber,Rose.“TeachingStudentsHowtoStudy,”Eastside Weekend.September1-7,1998.

Silver,Theodore.Study Smart.NewYork:VillardBooks,2000.

TheShakespeareanHomeworkHelper<[email protected]>.“WhereisDukeOrsin’s Palace?”29November1999.Borrow,Christine<[email protected]>.

U.S.CensusBureau.“AmericanFactFinder:FactsAboutMyCommunity.”[Online] 30November1999.<http://factfinder.census.gov/java_prod/ dads.ui.homePage.HomePage>.

USGS.“Map:MajorVolcanoesinEcuador.”[Onlineimage]30November1999.<http:// vulcan.wr.usgs.gov/Volcanoes/Ecuador/Maps/map_ecuador_volcanoes.html>.

ZoologicalSocietyofSanDiego.“Let’sSeeThoseNewTeeth,”SanDiegoZooBabyPanda Exhibit.[Onlinevideoclip]29November1999.<http://sandiegozoo.org/special/ pandas/pands_baby_videos3.html>.

REFERENCE PAGE


V-App. ��



Example Table with Gridlines

SALARY CHART TABLES(DS)

Administrative Support Department

(QS)

Current Percent Amount New Position Salary Increase Increase Salary Accountant 26,000.00 6.5 1,690.00 27,290.00AdministrativeAssistant 23,000.00 5.5 1,265.00 24,265.00DataEntryClerk 16,500.00 4.5 742.50 17,242.50ExecutiveAssistant 25,000.00 6.5 1,625.00 26,625.00OfficeSpecialist 19,000.00 5.0 950.00 19,950.00

Total $109,500.00 $6,272.50 $115,372.50

Example Table without Gridlines

SALARY CHART(DS)

Administrative Support Department

(QS)

Current Percent Amount New Position Salary Increase Increase SalaryAccountant 26,000.00 6.5 1,690.00 27,290.00AdministrativeAssistant 23,000.00 5.5 1,265.00 24,265.00DataEntryClerk 16,500.00 4.5 742.50 17,242.50ExecutiveAssistant 25,000.00 6.5 1,625.00 26,625.00OfficeSpecialist 19,000.00 5.0 950.00 19,950.00

Total $109,500.00 $6,272.50 $115,372.50

Special Instructions• Column headings may be centered over column or blocked at left of column.• Tables using both one- and two-line column headings should be aligned at the bottom of the cell.• For two-line column headings in tables without gridlines, underline the bottom word of the heading.• Gridlines are optional unless otherwise stated.• If gridlines are not used, underline column headings and DS after heading.• Do not include $ with dollar amounts in columns. Dollar signs may be placed in Total Row.• All columns containing numbers should be right or decimal aligned.• All columns containing text should be left aligned.• The body of the table may be single or double spaced.• Tables within another document should be centered horizontally unless otherwise indicated. • DS before and after the table.• Gridlines should not be used in titles.

TABLES

Center VerticallyCenter Horizontally

V-App. ��



TABLE OF CONTENTS

(QS)

Preface........................................................................................................................................ ii(DS)AlphabeticalList....................................................................................................................... iv(DS)Introduction

Philosophy............................................................................................................................ 2 Purpose(SS).......................................................................................................................... 3

SoftwareComparison

CostFactors.......................................................................................................................... 5 HardwareRequirements....................................................................................................... 6 ImplementationPlan............................................................................................................ 7 TrainingNeeds................................................................................................................... 12 MiscellaneousFactors........................................................................................................ 15

SummaryandRecommendations

Summary............................................................................................................................ 18 Recommendations.............................................................................................................. 22

Bibliography............................................................................................................................ 28

Appendices

AppendixA:GlossaryofComputerTerms...................................................................... 31 AppendixB:OrganizationalChart................................................................................... 35

Note:Pagenumbersshouldberightalignedwithleaderlines.

TABLE OF CONTENTS



Career and Membership Recognition (CMAP)

SCholARShiPS And AwARdS AvAilAble to Pbl MeMbeRSCollege loan Corporation Scholarship

distinguished business leader Scholarship

Pbl national leadership Conference (nlC)/ institute for leaders (iFl) Scholarship

webber international University Scholarship

Pbl Competitive events Awards

distinguished business leader Scholarship Form

Pbl national leadership Conference (nlC)/ institute for leaders (iFl) Scholarship Form

FblA-Pbl Adviser wall of Fame nomination Form

leSSon PlAnbingo

Chapter/Member Recognition

VI-2

P B L C H A P T E R / M E M B E R R E C O G N I T I O N


this page intentionally prints blank.

VI-3



Membership Recognition Awards

All forms for the membership recognition awards are interactive and can now be found online under the Membership tab on the national Web site (www.fbla-pbl.org).

Career and Membership Achievement Awards Pro-gram (CMAP). The Career and Membership Achieve-ment Awards Program is a comprehensive membership recognition program encompassing PBL projects, goals, and programs with special emphasis on career devel-opment and preparation for the world of work. The awards focus on the words surrounding the FBLA crest: Service, Education, and Progress.

INDIVIDUAL RECOGNITIONThere are three levels of individual achievement includ-ed in the PBL CMAP. Each level is designed around the three words in the PBL crest: Service, Education, and Progress. Individuals participate in integrated workplace activities tied to business, education, leadership, public relations, and service.

1. Director Award—First Level—Presented at the local level. Pin mailed to local chapter adviser.

2. Executive Award—Second Level—Pin mailed to state adviser.

3. President Award—Highest Level—Pin presented at the National Leadership Conference.

Individuals may complete more than one level per year and must report and log their progress. Each level builds upon the next and includes the following elements:

• Integrated workplace and learning activities

• Infl uenced by individuals’ personal needs for growth and development

• Linked to the strategic needs of each level of the association

• Tied to and infl uenced by current business practices and corporate needs

CHAPTER RECOGNITIONThis portion of the CMAP recognizes a chapter’s participation in a variety of projects and activities. The program encourages local chapters to plan projects and activities to enrich the experiences of members at the local, regional/district, state, and national levels, which in turn help to increase local chapter membership. Activities are designed around membership and chapter management projects with special emphasis on the three areas represented on PBL’s offi cial crest: Service, Educa-tion, and Progress. Chapters that go above and beyond in their PBL participation are rewarded with national recognition. This program has an April 1 deadline.

Chapters may receive one award each year.

• Outstanding Chapter – recognition on the national Web site, certifi cate mailed to the local chapter, and all chapter NLC participants receive an “Outstanding Chapter” ribbon.

Membership Recognition Awards. The national association determines winners in the Membership Recognition events after an audit of the membership records. The fi gures used in determining the winners will be the number of paid members on record in the national center at the close of business on October 20 (fall membership awards) and April 15. A chapter must recruit a minimum of two (2) new or reactivated chap-ters to qualify for the Local Recruitment of Chapters Award. This award is only presented for the end-of the-year membership awards.

Professional Division Membership Recognition Awards. A local chapter must recruit a minimum of fi ve (5) nationally affi liated professional members in order to be eligible for this recognition. Lifetime members, paid in full, count as fi ve (5) regular members. Profes-sional applications must include a local chapter af-fi liation to be counted. The dues receipt deadline for recruitment of professional members to qualify for these awards is October 20 for the fall and April 15 for the end of the year.

VI-�



nAtionAl AwARdSThe following fall membership awards are presented/announced for PBL chapters at the National Fall Leader-ship Conference. One (1) national award for PBL chap-ters is presented/announced in each category.

• Largest Local Chapter

• Largest Local Chapter Membership – Professional Division (by affiliation)

• Largest State Chapter

• Largest Increase in State Chapter Membership

• Largest Percentage Increase in State Chapter Membership

• State Recruitment of Chapters (may be FBLA, FBLA-PBL, or PBL)

• Largest State Chapter Membership – Professional Division (by affiliation)

The following End-of-the-Year Membership Awards are presented/announced for PBL chapters at the Na-tional Leadership Conference.

• Largest Local Chapter Membership – Top two (2) local chapters in each region and one (1) national winner

• Local Recruitment of Chapters – One (1) national winner.

• Largest Local Chapter Membership – Professional Division (by affiliation) – Top (2) local chapters in each region and one (1) national winner

• Largest State Chapter – Top two (2) state chapters in each region and one (1) national winner

• Largest Increase in State Chapter Membership – Top two (2) state chapters in each region and one (1) national winner

• Largest Percentage Increase in State Chapter Membership – Top two (2) state chapters in each region and one (1) national winner

• State Recruitment of Chapters – Top two (2) state chapters in each region and one (1) national win-ner

• Largest State Chapter Membership – Professional Division (by affiliation) – Top two (2) state chap-ters in each region and one (1) national winner

100% Class ParticipationFBLA-PBL recognizes local PBL chapters who recruit 100% of a single course as chapter members. Applica-tion forms are located at the end of this section. A copy of the class roster must be submitted along with a copy of your chapter’s membership list. Winning chapters receive a certificate of recognition in the mail. Local chapter advisers are encouraged to present this chapter award to the chapter president at a local PBL ceremony

or banquet or at a school awards assembly. The deadline for this award is April 1. This award also meets one of the criteria for the Outstanding Chapter Award.

Membership Achievement AwardFBLA-PBL recognizes local PBL chapters who either maintain or increase local chapter membership over last year’s total. An application form is located at the end of this section. Winning chapters receive a certificate of recognition in the mail. Local chapter advisers are encouraged to present this chapter award to the chapter president at a local PBL end-of-the-year banquet or at a school awards assembly. The deadline for this award is April 1. This award also meets one of the criteria for the Outstanding Chapter Award.

Membership Madness AwardThis program recognizes PBL members who extend the benefits of membership to their friends and ac-quaintances. Members who recruit at least five (5) new members receive a certificate of recognition and have their names posted online. The deadline for submitting Membership Madness Forms (located at the end of this section) is April 1. Local chapter advisers are encour-aged to present this award to winning members at a local PBL ceremony, meeting, or event or at a school awards assembly. This award meets one of the required criteria for the Leader Level of the Business Achieve-ment Awards and the Chapter Excellence and Outstand-ing Chapter Awards.

Membership Mania AwardThis program recognizes PBL members who extend the benefits of membership to their friends and ac-quaintances. Members who recruit at least ten (10) new members receive a certificate of recognition and have their names posted online. The deadline for submitting Membership Mania Forms (located at the end of this section) is April 1. Local chapter advisers are encour-aged to present this award to winning members at a local PBL ceremony, meeting, or event or at a school awards assembly. This award meets one of the crite-ria for the America Level of the Individual Business Achievement Awards.

VI-5C H A P T E R M A N A G E M E N T H A N D B O O K (2006 – 2007 PBL Version)

Scholarships and AwardsAvailable to PBL Members

This section of the Chapter Management Handbook gives advisers and members information concerning some of the scholarships and other award programs ei-ther offered by PBL, a participating sponsor specifi cally for PBL members, or by organizations that provide rec-ognition for which PBL members would be well suited. This information is provided as a service to our advisers and members and is not intended to be an endorsement of any of the nonaffi liated organizations or programs. In addition, the information provided in this section is accurate as of the publication date to the best of our knowledge. Check the Web site www.fbla-pbl.org under the Membership tab for updates to this list. If you have questions, e-mail [email protected].

COLLEGE LOAN CORPORATION SCHOLARSHIPThis scholarship is designed to recognize an outstand-ing PBL member for his/her activity and involvement in FBLA-PBL.

Application Deadline: April 1

Award Amount: $1,000

Eligibility: Open to a PBL member who is pursuing a postsecondary or postgraduate education. Applicants must be dues-paid members of PBL.

Application Procedure: Each application must be accompanied by two letters of recommendation, one from your chapter adviser and the other from a busi-ness/community leader. Applications must meet all of the criteria to be considered.

For more information and an application form go to our Web site (www.fbla-pbl.org) and click on Member-ship, then Scholarships and Awards.

PBL DISTINGUISHED BUSINESS LEADER SCHOLARSHIPThis scholarship is designed to recognize outstanding PBL members for their activity and involvement in the association.

Application Deadline: April 1

Individual Award: Minimum of $500

Eligibility: Open to PBL members who plan to continue pursuing a postsecondary or postgraduate education. Applicants must be dues-paid members of PBL. PBL members must have achieved the Executive or President level of the CMAP program.

Application Procedure: An application form is in-cluded in this handbook on page VI-7. Forms are also located on the national Web site (www.fbla-pbl.org) in the library under online documents. Each applica-tion must be accompanied by a one-page cover letter summarizing PBL, business, leadership, and community activities; a resume outlining PBL activities, educational achievements, etc.; and two letters of recommendation, one from a chapter adviser and the other from a busi-ness/community leader. Applications must meet all of the criteria to be considered.

PBL NATIONAL LEADERSHIP CONFERENCE (NLC)/ INSTITUTE FOR LEADERS (IFL) SCHOLARSHIPSThe PBL National Leadership Conference (NLC/Insti-tute for Leaders (IFL) Scholarship is a program funded through the diversion of $1 of each member’s national dues. The purpose of the scholarship is to award out-standing PBL members with scholarships that serve as leadership investments to assist members in attending the NLC or the IFL, which is held in conjunction with

VI-6



the NLC each year. The NLC Scholarship amount will be $400 and the IFL Scholarship will be $115.

Application Procedure: Members who wish to be con-sidered for a PBL NLC or IFL scholarship must be on record as having paid local, state, and national dues by April 15 and submit an application and accompanying materials by April 15 to the national center. An applica-tion form and instructions may be found in this hand-book on pages VI-8-9. Mail applications to: FBLA-PBL, Inc.; 1912 Association Drive, Reston, VA 20191-1591.

Application Materials: Submit the application form and three copies of the following information in one manila fi le folder no later than April 15:

■ Transcript of Grades.

■ Two letters of Recommendation. One letter must be from the candidate’s local or state PBL adviser. Each letter should be limited to no more than one page and should highlight the applicant’s PBL activities and leadership skills.

■ One-Page Essay. The topic for the essay is: “How Has PBL Enhanced Your Leadership Skills”

WEBBER INTERNATIONAL UNIVERSITY SCHOLARSHIPThis scholarship recognizes the involvement and ac-tivities of FBLA-PBL members. Webber International University (WIU) is offering fi fteen (15) recurring $500 per semester scholarships to any FBLA or PBL member who is an incoming student at WIU.

Application Deadline: Ongoing

Award Amount: $500 per semester, renewable

Eligibility: Open to any FBLA or PBL member enroll-ing at WIU. Applicants must be a dues-paid member of FBLA-PBL and must agree to be an active PBL member at WIU. WIU has set up a “Millionaire Points” program in which scholarship award winners must participate. Win-ners who qualify at PBL District competition will have their participation, room, and board paid at the PBL state competition. Winners qualifying at State will have their participation, room, and board paid at the PBL national competition. Scholarship award winners will be asked to sign a contract each year vowing their PBL participation.

Application Procedure: Applicants must complete the FBLA-PBL Scholarship Application form and submit it with a letter of recommendation from their FBLA or PBL adviser. In addition, applicants must include a let-ter stating how or what contributions they could make to the WIU PBL chapter.

For more information on this scholarship and an ap-plication form, go to our Web site www.fbla-pbl.org and click on Membership, then Scholarships and Awards.

OTHER AWARDS■ ACTE Student Organization Awards

There are many FBLA-PBL members who are prime candidates for the ACTE Student Organiza-tion Awards. Any member of the ACTE/Business Education Division may nominate a student for the Student Organization Awards. Nine CTSO Regional awards are presented for secondary and postsecond-ary students. Check the national Web site (www.fbla-pbl.org) for more information on this award.

■ PBL Competitive Event Awards

Several of the PBL competitive events carry cash awards for the national winners sponsored by busi-ness partners of the association. A listing of last year’s competitive event winners and the sponsor-ing businesses is available on the national Web site (www.fbla-pbl.org) under Competitive Events.

■ Mission LIFT Grants

The Mission LIFT grants are designed to reward members and chapters for their support of the March of Dimes Mission LIFT partnership; and to identify and support innovative ideas and projects that enhance the growth, recognition, and support of PBL and the Mission LIFT partnership. Local and state chapters that participate in Mission LIFT are eligible to submit grant requests. Grants may not be used for equipment purchases, but they are designed to support programming or activities. Grant propos-als submitted for consideration must be designed to be accomplished within a period of no more than 18 months. Grant recipients will be expected to report the outcome of their project in the form of a workshop, article, or project that can be repro-duced and shared with other chapters, states, and the March of Dimes. Local chapters may receive grants up to $1,000. State chapters may apply for grants up to $2,500. Applications will be evaluated by a panel of judges and announced at the National Leadership Conference. Grants must be postmarked by Janu-ary 15. See the application form at the end of the National Programs section.

■ FBLA-PBL Adviser Wall of Fame

At the national center, an Advisers “Wall of Fame” has been created to recognize advisers and state chairs with twenty (20) or more years of service for FBLA-PBL. A nomination form can be found at the back of this section. All nominations must be post-marked by April 1.

VI-7



distinguished business leader Scholarship Application Form (Please type or print clearly.) Application deadline: April 1

Name: _________________________________________ Social Security Number: _________________________

School: _______________________________________________________________________________________

Current Membership: ❐ FBLA ❐ PBL

Summer Address: ______________________________________________________________________________

Phone: (______)____________________________

Lead Adviser’s Name: ___________________________________________________________________________

Lead Adviser’s Address: __________________________________________________________________________

Adviser’s Phone: (______)___________________ Fax: (______) _______________________________________

Number of years in FBLA-PBL: ______ Lead Adviser’s E-mail:___________________________________________

Offices held in FBLA-PBL: _______________________________________________________________________

________________________________________________________________________________________

FBLA-PBL conferences attended: __________________________________________________________________

________________________________________________________________________________________

Certification: I certify that the information provided in this application packet is true and complete.

________________________________________ __________________________________(Signature) (Date)

Incomplete applications will not be considered. Please be sure your application meets all the prerequisites and docu-mentation requirements reflected in the FBLA-PBL Chapter Management Handbook.

the following prerequisites MUSt be met:

❐ Dues-paid PBL members who plan to continue pursuing a postsecondary or postgraduate education.

❐ Successful achievement of the Executive or President level of the CMAP program.

❐ Submission of the application by the published deadline.

the following documentation MUSt accompany the application:

❐ One-page cover letter summarizing FBLA-PBL, business, leadership and community activities.

❐ Resume outlining FBLA-PBL activities, educational achievements, etc.

❐ Two letters of recommendation, one from a chapter adviser and the other from a business/community leader.

For office Use only

Date Received: _________________________________ Complete: ____________________________________

Reviewed by: __________________________________________________________________________________

Disposition: ___________________________________________________________________________________

VI-8



The PBL National Leadership Conference (NLC)/Institute for Leaders (IFL) Scholarship is a program funded through the diversion of $1 of each member’s national dues. The NLC Scholarship amount will be $�00 and the IFL Schol-arship amount will be $115. Scholarship stipends will be awarded following the verification of attendance at the NLC/IFL.

RequirementsMembers who wish to be considered for a PBL NLC or IFL Scholarship must:

■ be on record as having paid local, state, and national dues by April 15; and

■ submit an application and accompanying materials by April 15 to the national center, attention: National Leader-ship Conference/Institute for Leaders Scholarship.

■ The application must be completed in triplicate and submitted in one manila file folder labeled with the student name, school name, and state. the application must be received by April 15 of the year that the scholarship will be presented.

Application MaterialsSubmit the attached application form and three copies of the following information in one manila file folder by no later than April 15:

■ Transcript of Grades.

■ Two Letters of Recommendation. One letter must be from the candidate’s local or state PBL adviser. Each letter should be limited to no more than one page and should highlight the applicant’s PBL activities and leadership skills.

■ One-Page Essay. The topic for the essay is: “How Has PBL Enhanced Your Leadership Skills?”

Send completed application to: national leadership Conference/institute for leaders Scholarship FblA-Pbl, inc. 1912 Association drive Reston, vA 20191-1591 or Fax: (703) 758-0749

Pbl national leadership Conference/ institute for leaders Scholarship

VI-9



Pbl nlC/iFl Scholarship Application Form (Please type or print clearly.)

Name: __________________________________________ Social Security Number: ________________________

School: _______________________________________________________________________________________

Summer Address: ______________________________________________________________________________

________________________________________________________________________________________

Phone: (______)________________________ E-mail: _________________________________________________

Number of years in FBLA-PBL: ____________ Anticipated graduation date: _______________________________

FblA-Pbl activities, offices held, and conferences (Attach additional sheets if necessary):

Ml or FblA involvement (if applicable): Pbl involvement – Freshman:

Pbl involvement – Sophomore: Pbl involvement – Junior:

Pbl involvement – Senior: Pbl Awards:

i am applying for:

❐ a National Leadership Conference Scholarship and/or ❐ an Institute for Leaders Scholarship

Certification: I certify that the information provided in this application packet is true and complete.

____________________________________ __________________________________(Signature) (Date)

For office Use only

Date Received: _________________________________ Complete: ____________________________________

Reviewed by: __________________________________________________________________________________

Disposition: ___________________________________________________________________________________

street

city state zip code

VI-10



FblA-Pbl Adviser wall of Fame nomination Form (Please type or print clearly.)

At the national center an Advisers’ Wall of Fame has been created to recognize advisers and state chairs with 20 or more years of service to FBLA-PBL.

Date: _____________________ ❐ FBLA Adviser ❐ PBL Adviser ❐ FBLA–Middle Level Adviser

Name of Nominee: _____________________________________________________________________________

Address of Nominee: ___________________________________________________________________________

Phone of Nominee: ____________________________________________________________________________

Chapters and approximate dates served: ____________________________________________________________

________________________________________________________________________________________

Qualifications

i. total years Served: _______ (minimum of 20 years required)

ii. indicate a minimum of five of the following criteria met by the nominee:

❐ Attended a combined total of at least 10 National Leadership Conferences and/or National Fall Leadership Conferences.

❐ Has at least one state or national officer from his/her chapter or has served as an adviser to at least one state or national officer.

❐ Had a national competitive event winner placing in the top five.

❐ Served on the national board of directors. Indicate term: _____________________________________________

❐ Served on the National Awards Program Committee. Indicate term: ___________________________________

❐ Administered a competitive event at a state or national conference.

❐ Led a workshop at a state, regional, or national conference.

❐ Received the Outstanding Local Adviser Award.

Name of Nominator: ____________________________________________________________________________

Address of Nominator: __________________________________________________________________________

Phone of Nominator: ___________________________________________________________________________

State Chair’s Verification Signature: ________________________________________________________________

State chair will please inform advisers of this available recognition. Forms should be reviewed and verified by the state chair before forwarding to the national center.

Forms must be returned to FBLA-PBL, Inc., Adviser Wall of Fame, 1912 Association Dr., Reston, VA 20191-1591, so that they are postmarked by April 1.

VI-11



CHAPTER/MEMBER RECOGNITION LESSON PLAN

Lesson ObjectivesCommunications■ Participate in group discussions for problem resolution.

Critical Thinking Skills■ Demonstrate critical, creative, and analytical thinking

to solve both individual and group problems.

Introduction to the Lesson: (Time: 5 minutes)

Pass out the PBL Member Bingo game card. Tell members that they cannot start until you say “Go.” Members are to get as many signatures as they can in fi ve minutes to try to get a “Bingo Blackout.” They cannot have someone sign in the bingo box on each item more than twice. Call time after fi ve minutes. Award a prize to the student who has bingo blackout.

Notes:■ This is a great activity for members to get to know

one another.■ It is important that all members have the opportu-

nity to have “fun” at meetings.■ PBL also has a recognition program called the

Career and Membership Achievement Awards (CMAP). PBL members have the opportunity to earn pin awards for achieving different levels of this program. Not only will you fi nd educational and PBL activities, you will also fi nd “fun” activities in this program that promote teamwork. In fact, at one of the levels, you can work towards achieving a pin by planning an icebreaker for a local or state meeting such as the one we just participated in.

■ Leadership, teambuilding, and communications are all key elements that lead to success.

■ Before we discuss this awards program, let’s par-ticipate in another icebreaker activity that is similar to some of the activities that you may plan as part of the individual or chapter activities in the CMAP program.


Purpose: This icebreaker forces members to mingle with each other and have a fun time in the process!

Title: Snowball Fight

Rules:■ Place an 8.5” x 11” sheet of blank paper on each chair

before the meeting or class starts.■ When it is time to begin the ice breaker, pass out pen-

cils/pens to the workshop participants. They can share pencils/pens.)

■ The adviser or offi cers then instruct every person in the room to write their favorite PBL experience, their

hobbies, their awards, and something additional about themselves on the paper.

■ When everyone is fi nished writing, the presenter instructs everyone to crumple up their piece of paper to make a “snowball.”

■ The presenter then counts to three out loud with the group. Then on three, everyone throws their “snow-ball” in any direction they want. Instruct them to be nice.)

■ The presenter then instructs everyone to pick up a “snowball.”

■ The presenter instructs everyone to open up the “snowball” and fi nd that person who is described on the inside!

■ Allow appropriate time to complete this activity. When it looks as if everyone is fi nished, instruct everyone to return to their seats.

Notes:■ Activities such as this icebreaker help you achieve

some of the different levels of this exciting, new program.

■ Let’s look take a look at CMAP.

Instructional Activity: (Time: 30 minutes)

Download the following PowerPoint® link – www.fbla-pbl.org/docs/CMAP_Membership_Presentation.ppt about the CMAP. Present this to the students. Following the visual instruction, move on to the reinforcement activ-ity below.


Let’s do an example from one of the education activities. Complete the Internet Scavenger Hunt about FBLA-PBL. (Copy and distribute the Scavenger Hunt Form from the Director Level of the CMAP Awards Program.)

Notes:■ Have students exchange papers and have different

students read the questions and the answers out loud.

■ Through this exercise you introduced the students to the national organization’s CMAP program and the opportunities that membership in PBL provides.

Reinforcement activity: (2–3 class periods)

Instruct students that you are going to begin working on the Director Level of the CMAP Awards Program. Work on three activities from the education section as a class. Once the students complete this section in class, they will have one entire portion of the Director Level completed.

VI-12



Has attended a state conference

________

Has a pet

________

Was born in the same month as

you

________

Exercises at least � times a week

________

Has 2 or more e-mail addresses

________

Has the same favorite color

as you

________

Has brown hair

________

Has attended a Na-tional Fall Leader-ship Conference

or a National Leader-ship Con-

ference

________

Has a creative hobby

________

Is a Freshman

________

Has a car ________

Reads the newspaper regu-

larly ________

FRee

Loves cooking

________

Has two or more siblings

________

Speaks more than one language

________

Has been a PBL member for more

than one year ________

Is wearing red ________

Has Internet access at home

________

Can play a musical

instrument

________

Is a PBL state or local officer

________

Has a dime in their pocket

________

Will graduate this year

________

Is wearing contact lenses

________

Does volunteer work

________

Pbl Meeting bingo icebreaker game Card

instructions: PBL members are to mingle and find other members to sign each of the squares — the first person to get bingo blackout wins a prize.

B I N G O


National Programs

NatioNal ProgramsBenefits summaryConferences

State Leadership Conferences

National Fall Leadership Conferences

National Leadership Conference

Institute for Leaders

leadership Conferences medical release Formleadership Conferences Parental Consent FormPublicationsCompetitive Eventsopen EventsConnecting ChaptersEducational Programs and Curriculum

America Youth Saves

Brainbench

Certified Internet Web Professional (CIW) Certification Program

Job Shadow Day

Job Target

Junior Tours

Mission LIFT Grants

NLC Internship

National Association of Parliamentarians

Online Library

Service Learning Curriculum

scholarships and other awards Please see Chapter/Member Recognition

Section for listing of scholarships and other awards

mission liFt grant applicationNational scholarship Fund

NatioNal CElEBratioNsamerican Enterprise Day

Reaching Elementary Schools

Reaching Middle/High Schools

Reaching College/University Campuses

Reaching the Community

FBla-PBl Week FBLA-PBL Community Service Day

CommuNity sErviCEmarch of Dimes National Birth Defects FoundationJoin Hands Day

NatioNal Programs lEssoN PlaNFBla-PBl Commercial grading sheet

VII-2

P B L N A T I O N A L P R O G R A M S


this page intentionally prints blank.

VII-�C H A P T E R M A N A G E M E N T H A N D B O O K (2006 – 2007 PBL Version)

Membership Programs

Program Element National FBla-PBl Benefits summary

Membership ❖ 250,000 members

Chapters ❖ 6,100 local chapters

❖ 48 states, plus DoDDs, Virgin Islands, Puerto Rico, Cayman Islands, Bermuda, Guam, the Bahamas, Germany, and Ontario, Canada

National Dues ❖ $6 for high school members

❖ $4 for middle school members

❖ $10 for college members

❖ $0 for advisers

Chapter Materials (free) ❖ Chapter Management Handbook

■ Distinct for each division

■ Includes sections for:

– Local Chapter Organization

– Recruitment

– Fundraising

– Public Relations

– Competitive Events

– Chapter/Member Recognition

– National Programs

– National Organization

❖ Chapter Organization Packets/Start-up Kit

■ Distinct for each division

■ Also a resource for new advisers at existing chapters

❖ Fact Sheet

❖ Membership Recruitment Posters

❖ Microsoft® PowerPoint® Training & Promotion Presentation Library located on the Membership section of the Web site (www.fbla-pbl.org) under the Recruiting tab

BENEFits summary

VII-4



Program Element National FBla-PBl Benefits summary (continued)

Special Programs ❖ Adviser Mentor Program

❖ Adviser Clearinghouse

❖ SAT and GMAT Practice Test at National Leadership Conference and Skill and Software Certification Opportunities

❖ Service Learning Curriculum

❖ School Store Curriculum

❖ Online Stock Market Game and Online Virtual Business Simulation and Competition

❖ Brainbench Certification Vouchers to Members

❖ Economics for Leaders (including scholarships)

❖ Hotel & Car Rental Discounts

❖ New York City Stock Market Tour Program as well as other cities

❖ Airfare Discounts for Members and Advisers for the National Leadership Conference

❖ Distinguished Business Leader Scholarships

❖ Scholarships from Universities & Partners, including Kendall College, Pennsylvania College of Technology, University of the Ozarks, Webber International University, Who’s Who Among American High School Students, and College Loan Corporation

❖ Membership Opportunities in the National Association of Parliamentarians

❖ Chapter Grant Program

❖ FBLA-PBL MarketPlace

❖ Conference Internships for Members at the National Leadership Conference

❖ Graduate Credit Offered to Advisers Attending the National Leadership Conference

Conferences ❖ National Leadership Conference

■ Separate programs for high school and college students

■ No school days missed

■ Special adviser training, including opportunity for graduate credit

■ Competition in 40+ business and skill events

■ Open testing for members with no pre-qualification

■ National Officer Campaigns and elections

■ Discount computer program certification for Microsoft Office Specialist and IC�

❖ Institute for Leaders

■ Intensive certificate leadership training program, offered in several training tracks designed around the areas of leadership, communications, and entrepreneurship

■ Offers members and advisers the opportunity to interact with local, state, and national officers and leaders

❖ National Fall Leadership Conferences

■ Held in four locations in November

■ Special leadership and career development workshops

■ Motivating and entertaining general session speakers

Program Element National FBla-PBl Benefits summary (continued)

VII-5



Internet Presence ❖ National Web site (www.fbla-pbl.org)

■ What’s New Electronic Newsletter

■ Online Membership & Registration

■ Special Adviser Area:

– Job Bank

– Message Board for Members and Advisers

– StarGazer Online Meeting Facilities for state and local chapters, officers

■ Comprehensive Web site Library (Business publications, student and teacher resourc-es, lesson plans, bulletin board ideas, educational games, word processing simula-tions, and an Internet Job Bank)

Publications ❖ Tomorrow’s Business Leader – high school and middle school students

❖ PBL Business Leader – post-secondary students and advisers

❖ Adviser’s Hotline – high school advisers

❖ Middle Level Advisers’ Hotline – middle school advisers

❖ The Professional Edge – professional members

Awards & ❖ Competitive Events

Recognition ■ 40-plus individual, team, and chapter events for high school (national)

■ Curriculum, competency, and certification based

■ Integrated

■ Open events for members in areas such as computers, business ethics, leadership, etc. with no pre-registration required

❖ Member Recognition Programs

■ � Individual Levels through CMAP (Career and Membership Achievement Program): Director, Executive, President

■ Membership Madness

■ Membership Mania

■ Who’s Who in FBLA-PBL

❖ Adviser Recognition Programs

■ Service Awards

■ Outstanding Local Chapter Adviser

■ Adviser Wall of Fame

❖ Chapter Recognition Programs

■ Gold Seal Chapter

■ Outstanding Chapter

■ 17 Membership, growth, and participation awards

All free chapter materials are available from the Membership Department at the national center – e-mail [email protected].

VII-6



CoNFErENCEsFBLA-PBL offers a variety of meetings that promote leadership development. Whether at the district, state, regional, or national level, participating in FBLA-PBL conferences offers members the opportunity to form useful and lasting networks. In addition, at national meetings, local and state chapter leaders come in con-tact with the national staff. These contacts foster a better understanding of the FBLA-PBL structure and national programs.

National conferences develop leadership, chapter management, and career skills. Conferences also:

■ Help local and state chapters improve programs and management techniques.

■ Stimulate interest and enthusiasm for local, state, and national activities.

■ Improve communications and develop networking channels.

■ Promote growth at the state, regional, and national levels.

state leadership ConferencesState Leadership Conferences (SLC) are conducted in the spring and feature state competitive events and elec-tions. State winners in the FBLA and PBL divisions are given the opportunity to compete at national levels.

Many states also conduct leadership development programs in the fall. Chapters should contact their state leadership for details.

National Fall leadership ConferencesHeld in several leading American cities each fall, the National Fall Leadership Conferences provide advisers and students with an opportunity to share ideas and reaffirm common goals with their peers from across the country. Members participate in leadership and profes-sional development workshops. They also gain a better understanding of the national association and their role in its success.

National leadership ConferenceThe National Leadership Conference concludes the membership year and sets the stage for the upcoming school year. The FBLA and PBL division NLCs are held back-to-back each summer. Participants get involved in business-related and leadership development work-shops, tour business and corporate facilities, elect national officers, and participate in the National Awards Program competitive events.

institute for leadersInstitute for Leaders (IFL), held in conjunction with the National Leadership Conference, was created to prepare and equip FBLA-PBL members and advisers with skills and experiences needed to be the leaders of the future. Whether your focus is leading your state and local chap-ter, or building business and career leadership skills, you’ll find what you need at the Institute for Leaders. Led by dynamic trainers, IFL is a total leadership experi-ence that helps members build skills for a lifetime.

VII-7



Name of Organization: __________________________________________________________________________

Activity or Event: _______________________________________________________________________________

Date(s): ______________________________________________________________________________________

to Whom it may Concern:

I hereby grant permission to those parties supervising the trip to obtain emergency treatment for my son/

daughter____________________________________________ if necessary. (full name with middle initial)

____________________________________________ Signature of parent/guardian

Is there any medical aspect we need to know about your son/daughter?

If so, what? ____________________________________________________________________________________

_____________________________________________________________________________________________

Please list any medications to which your son/daughter is allergic. Example: “Penicillin.”

_____________________________________________________________________________________________

Please send the proper medication (identified) for the above allergies.

Name of Insurance Company and Policy No.: ________________________________________________________

Date of last Tetanus: ___________________________

Family Physician or Clinic: ______________________________________ Phone: __________________________

Physician or Clinic Address: ______________________________________________________________________

Student’s Full Name: ____________________________________________________________________________

Address: _____________________________________________________________________________________

Home Phone: (____)_____________________________ Business Phone: (____) ___________________________

Other Relative: __________________________________ Relationship: ___________________________________

Home Phone: (____)_____________________________ Business Phone: (____) ___________________________

Please return this entire form.

leadership Conferencesmedical release Form

VII-8



leadership ConferencesParental Consent Form

Name of Organization: __________________________________________________________________________

Activity or Event: _______________________________________________________________________________

Date(s): ______________________________________________________________________________________

I have acquainted myself with the plan of the approved trip to ___________________________________________

on_____________________and hereby grant permission for my son/daughter______________________________

to attend.

I assume full responsibility for his/her good behavior and shall not hold the Board of Education, school employees,

or the chaperones liable for any incidents that may occur.

_____________________________________________ ____________________________________________

Date Signature of parent/guardian

to Whom it may Concern:

In the event that circumstances require that my son/daughter be driven in a car of any accompanying chaperone,

I hereby grant permission for this arrangement.

____________________________________________ Signature of parent /guardian

I give my permission for my son/daughter to participate in recreational swimming during the trip.

____________________________________________ Signature of parent /guardian

If my son/daughter is susceptible to ear infections, I will send ear plugs.

Please return this entire form.

VII-�



PuBliCatioNs FBLA-PBL publishes five separate periodical publica-tions to serve the communications needs of advisers and members. In addition, PBL Advisers receive an electron-ic newsletter. These include:

■ Tomorrow’s Business Leader. Provides FBLA and FBLA-Middle Level members with suggestions for chapter programs, career and business-related articles, and news of local, state, and national activities.

■ PBL Business Leader. Provides PBL members and advisers with information about national programs, chapter activities, career and professional develop-ment, and local chapter successes.

■ FBLA Advisers’ Hotline. Keeps advisers current with the association’s programs, publications, policies, partnerships, and events. It also reports association news and developments in FBLA-PBL chapters.

■ Middle Level Advisers’ Hotline. Similar to the FBLA Advisers’ Hotline, this publication services the FBLA-Middle Level chapter market.

■ The Professional Edge. Features officer articles, news about FBLA-PBL’s student divisions, professional activities across the country and suggestions/features on how professional members can get involved to support the association.

■ PBL E-line. Similar to the FBLA Advisers’ Hotline, this electronic newsletter keeps advisers current with PBL’s programs, partnerships, and events.

Other important publications distributed by the national association include:

■ This Chapter Management Handbook,

■ The NFLC Guide,

■ The NLC Guide,

■ The National Officer Candidate Guide,

■ The National Officer Handbook, and

■ The MarketPlace Catalog.

ComPEtitivE EvENts The FBLA-PBL Competitive Events is one of the central programs administered by the national association. Led by the education director and the National Awards Program Committee, the Competitive Events Series (CES) provides members with opportunities to validate and demonstrate their mastery and ability to apply practical solutions to business subjects and problems. Top students from each state compete for the honor of being named the “Nation’s Best”. Ten awards are given in each competitive event. Winners receive trophies. Many events are sponsored by business partners and include cash awards. The CES guidelines are found in the Com-petitive Events section of this handbook.

oPEN EvENts The Open Events Program includes a number of exams that FBLA-PBL members can participate in at the National Leadership Conference without any pre-quali-fications or pre-registration. Students don’t have to be a state winner – just an FBLA-PBL member being on record as having paid dues. (March 1–FBLA and FBLA-ML, April 15–PBL). Open events range from subjects such as business ethics to leadership. Several different events are offered each year.

CoNNECtiNg CHaPtErs Working together means more people, more time, and more resources – and better results! FBLA chapters can collaborate on any number and variety of projects with other FBLA chapters, ML chapters, or PBL chapters and vice versa. What one chapter can achieve on its own is impressive; what two or more chapters can accomplish by working together is phenomenal.

The Connecting Chapters program encourages chapters from all divisions to team up to leverage their potential for success. FBLA-PBL chapters across the country regularly plan a broad range of projects includ-ing:

■ Proclamation days – work with all of the local chap-ters in your area to have the mayor or governor issue a proclamation recognizing FBLA-PBL Week (the second week in February), or American Enterprise Day (November 15).

■ Charity drives – work together on fundraisers or educational projects for the March of Dimes, the Salvation Army, the Red Cross, the American Cancer Society, etc.

■ FBla-PBl promotions – an end-of-the-year ban-quet, FBLA-PBL Week, or State and National Con-ferences are perfect opportunities to collaborate on activities with other chapters and/or other divisions.

■ Community activities – jointly clean up a com-munity park, adopt a highway, volunteer at a local shelter, or work for the chamber of commerce. The opportunities are unlimited! Remember FBLA-PBL Community Service Day on the last day of FBLA-PBL Week.

■ local business activities – organize a joint “shadow day” program during Groundhog Day, arrange a tour of a local business, or co-sponsor a career fair.

■ social occasions – plan joint parties, competitions, holiday celebrations, etc.

VII-10



EDuCatioNal Programs aND CurriCulumThe national association teams with a number of dif-ferent organizations to create and promote educational programs and curriculum to provide members with unique opportunities to practice the skills and knowl-edge that they are learning in the classroom. Check the Web site www.fbla-pbl.org under the Member section for new programs and curriculum, as they become available.

america youth savesAmerica Youth Saves is a program of the Consumer Federation of America (CFA) and is a national effort aimed at teaching and motivating students to save money through financial action - making a commit-ment that:

1) They will spend less than they make and save the difference.

2) They will save the difference by making a plan as to where they will save (bank, credit union, US Savings Bonds), how they will do it (direct deposit, walking into the bank, sending in money to their account), when they will do it (the beginning of every month, the 15th of the month) and have in mind what they will save for (car, house, events, emergency fund, college, dates).

�) They will make it automatic – get it out of their hand or pocket by direct deposits into their account or by having their parents make the deposits.

This on-line enrollment program has already proved successful with over 5,000 youth who are saving be-tween $16 - $1� a month and is a perfect compliment or testimony to the effectiveness of financial education.

CFA provides training to advisers and students, materi-als and resources and most importantly on line enroll-ment to automate the process. This can be organized as a chapter project or broadened to the entire school population including teachers, staff and parents. To take advantage of this exciting and simple initiative contact:

Consumer Federation of America George Barany, Director of Financial Education [email protected] 216 �75-�255

BrainbenchBrainbench offers over 400 online technical and career certification tests. PBL members and their advisers are able to take one free test as a special arrangement with FBLA-PBL. Go to the national Web site www.fbla-pbl.org for details and click on the Brainbench banner.

Certified internet Web Professional (CiW) Certification ProgramProsoft Learning Corporation and FBLA-PBL have partnered to provide many benefits around the CIW Certification Program. CIW is widely recognized as vendor-neutral curriculum and certifications that focus on Internet job skills, such as Web site design, develop-ment, administration and security. CIW certifications map to the Information Technology “Career Clusters” and provide a clear career and educational path for your students.

CIW is a comprehensive program that includes profes-sional development, curriculum crosswalk and integra-tion and the ability to do high stakes certification testing in the classroom. Teachers in many states are using the CIW program to create local and statewide articulation agreements by using the CIW certifications to validate programs and the students’ abilities. Learn more about how to integrate CIW into your existing courses.

Prosoft Learning Corporation is offering FBLA-PBL reduced fees for its CIW exams as well as reduced fees to set up your own CIW Certified Testing Center. To learn more about this exciting program, please contact Jean Allen at 888-776-76�8, [email protected], or by visiting their Web site at www.ciwcertified.com

Job shadow DayThe National Job Shadow Coalition encourages young people across the country to explore their futures through career awareness and mentoring opportunities. Job shadowing is an academically motivating activity designed to give students an up-close look at the world of work and to answer the question, “Why do I have to learn this?” The nationwide kick-off is Groundhog Job Shadow Day. Students across America “shadow” work-place mentors as they go through a normal day on the job. Visit www.jobshadow.org for the 2007 kick-off date, ideas, and helpful materials.

JobtargetJobTarget is the leading provider of Internet job boards and is the technology provider of choice when it comes to recruitment and career solutions. They host a job board on our Web site where students may post their resume anonymously for free. Please visit our Web site www.fbla-pbl.org and click on the JobTarget banner to complete your free resume and learn about additional benefits.

Junior toursJunior Tours is the leader in quality student educational tours at affordable prices. They make it both fun and easy for advisers to sponsor a class or a chapter trip.

VII-11



Explore their Web site at www.juniortours.com or call 1-800-6�1-2241 to start planning an educational and entertaining experience. Whether it be a trip to Wall Street in New York City or a trip to Washington, D.C. to take in all of the history with the many different monu-ments and memorials or several other places including Chicago, Boston, Philadelphia, or Orlando, this program has something to offer every local chapter. Advisers travel for free in a ratio of 1 to 20 paying participants and receive a $500 cash stipend.

mission liFt grantsThe Mission LIFT grants are designed to reward mem-bers and chapters for their support of the March of Dimes Mission LIFT partnership, identify and support innovative ideas and projects that enhance the growth, recognition, and support of PBL and the Mission LIFT partnership. Local and state chapters that participate in Mission LIFT are eligible to submit grant requests. Grants may not be used for equipment purchases, but are designed to support programming or activities. Grant proposals submitted for consideration must be designed to be accomplished within a period of no more than 18 months. Grant recipients will be expected to report the outcome of their project in the form of a workshop, article, or project that can be reproduced and shared with other chapters, states, and the March of Dimes. Local chapters may receive grants up to $1,000. State chapters may apply for grants up to $2,500. Ap-plications will be evaluated by a panel of judges and an-nounced at the National Leadership Conference. Grants must be postmarked by January 14. See the application on page VII-12.

NlC internshipEach year PBL members can work as a National Leader-ship Conference (NLC) Intern. Interns help national staff with conference logistics and headquarters office management on site. Interested applicants must be available to attend the NLC. All interns receive a $100 stipend plus complimentary NLC registration. An appli-cation form and more details can be found in the NLC Guide which is mailed to the local chapter adviser in the spring. It is also available at that time on our Web site www.fbla-pbl.org.

National association of ParliamentariansThe National Association of Parliamentarians offers its national membership test to PBL members and advisers during the National Leadership Conference (NLC) each year. Members and advisers can register for this event on-site during the NLC. Details are found in the NLC Guide mailed to local chapter advisers each spring. It is also available at that time on our Web site www.fbla-pbl.org.

online libraryThe library on the FBLA-PBL national Web site, www.fbla-pbl.org, offers a resource for members and advis-ers. The library contains business publications such as Forbes, Business Week, Fortune, etc. as well as student resources such as business site links, and homework help links. Career resources are also included as well as teaching resources such as Business Education lesson plan sites, shareware educational games, project ideas, word processing simulations, bulletin board ideas, and much more.

service learning CurriculumThe March of Dimes and FBLA-PBL teamed up to become involved in the service learning movement that is sweeping the nation. This movement integrates classroom learning with community service, a process that career and technical education has traditionally developed and supported through its local and nation-wide community service programs. Student achieve-ment is assessed on related projects as an integral part of the curriculum.

This service learning curriculum was provided free to all of our local chapters in CD-ROM format. It was designed to be co-curricular - implemented within the classroom and extended out into the PBL chapter. This curriculum, which has five modules aligned to the Na-tional Standards for Business Education, contains goals, teaching outlines, overhead templates, student reading, tests, portfolio assignments, and individual and group activities. There is a strong emphasis not only on service learning, but also on school-to-work and leadership training.

If you would like a printed binder of all of the material contained on the CD-ROM, it is available for $40. To or-der the binder or ask questions on this program contact [email protected].

scholarships and other awardsPlease see “The Chapter/Member Recognition” section of this handbook for information on Scholarships and Other Awards.

VII-12



mission liFt grantapplication Form (Please type or print clearly.)

Contact Information

Chapter Name: __________________________________________________ Chapter Number: ______________

Mailing Address: _______________________________________________________________________________

City/State/Zip: _________________________________________________________________________________

Contact Name: ________________________________________________________________________________

Daytime Phone: (_____)___________________________ Evening Phone: (_____) ________________________

Contact E-mail: __________________________________ Contact Fax: (_____) __________________________

Current Membership: ❑ FBLA ❑ PBL

Mission LIFT Involvement. Briefly describe your chapter’s Mission LIFT involvement, including the school year and

a brief description of fundraising and/or education activities.

Grant Proposal Overview. Briefly describe your chapter’s proposed project.

Funds Requested. $ ________________

Please submit five (5) copies of the Mission LIFT Grant Application Form and a proposal, no more than three pages in length, which clearly states the following information:

❐ Name and address of local or state chapter.❐ Contact person, telephone, fax number, and e-mail address.❐ A description of the project, including objectives, needs that will be addressed, target audience to be impacted

by the project, activities to be undertaken, expected outcomes, and a project timeline.❐ A detailed project budget, including other sources of funding.❐ Plans for evaluating results, sharing lessons learned, and examples of how the project might be replicated

with the rest of the FBLA-PBL association.❐ Grant recipients will be required to report the outcome of their project in the form of a workshop, article, or

project that can be reproduced and shared with other chapters, states, and the March of Dimes by April 1 of the following year.

All materials should be submitted in a single file folder, labeled with the name of the school and/or state chapter, adviser, and adviser’s daytime phone number.

Send completed materials postmarked by no later than January 14 to:

Mission LIFT Grant Proposals FBLA-PBL, Inc. ATTN: Lisa Smothers 1912 Association Drive Reston, VA 20191-1591

_____________________________________________________________________________________________

official use only:Received: ______________

Reviewed by: _________________________________

Outcome: __________________________________________

VII-1�



School:__________________________________________ Phone: (____) ________________________________

School Address: ________________________________________________________________________________

City:_________________________________ State:_________________________ Zip Code: ________________

Chapter Adviser:______________________ Chapter President:______________________ Chapter No.: ________

To show our support for the National Scholarship Fund, our contribution of $ ________ is enclosed.

make check payable to “National scholarship Fund.”

Send to: FBLA-PBL National Center 1�12 Association Drive Reston, VA 201�1-15�1

ATTN: National Scholarship Fund

Note: Although contributions are always welcome, the PBL Scholarship Fund

is funded primarily through a $1 assessment as part of the PBL National Dues. ________________________________

PBl National scholarship Fund

National Celebrations

amEriCaN ENtErPrisE DayNovember 15 is recognized by FBLA-PBL each year as American Enterprise Day. This date is set aside to salute and publicize the American free enterprise system and to teach others about it.

Chapters celebrate American Enterprise Day through a wide range of activities, projects, and festivities. The scope of these activities varies by chapter size, budget, and ambition. Examples of projects that have had success include the following.

reaching Elementary schools

■ Wrote and presented songs and skits about Ameri-can enterprise to an assembly of students in grades K-5.

■ Created activity booklets geared to students in grades K-5.

■ Asked local businesses what gave them a business advantage; tailored their answers into a �0-minute presentation, using a mix of lectures and games for students in grades 1-6.

reaching middle/High schools

■ Had business students write essays on the American enterprise system; published winning entries in the school newspaper.

■ Developed a workbook for eighth graders about free enterprise and the job market. The workbook had information on how to fill out job applications, dif-ferent occupations and earnings, etc.

■ Conducted a free enterprise mystery game over the public address system: each day for a week, students were given one clue to help them guess the secret word chosen for American Enterprise Day.

■ Designed a bingo game with questions about free enterprise.

■ Staged a “Monopoly” tournament with customized rules representing various economic systems (e.g., free enterprise, socialism, communism)

reaching College/university Campuses

■ Put together a panel of expert speakers to address the advantages and disadvantages of owning a busi-ness.

■ Sponsored a five-month forum on American enter-prise, covering issues from manufacturing, entrepre-neurship, and banking to international business.

■ Sent materials on free enterprise to students in for-mer Eastern Bloc universities.

■ Sponsored a seminar on women in business.

reaching the Community

■ Had local businesses advertise American Enterprise Day on their signboards.

■ Distributed literature about American Enterprise Day along with doughnuts at local retailers.

■ Sponsored a tour of local businesses.

■ Bought a half-page ad in the local newspaper to promote American Enterprise Day; sold portions of the ad to local businesses.

■ Produced and placed a series of PSAs on local radio stations.

VII-15



■ Stuffed literature about American enterprise in gro-cery bags at a local supermarket.

■ Designed placemats for use at local restaurants; these had pictures and puzzles for children with an American enterprise theme.

FBla-PBl WEEkFBLA-PBL sets aside the second week of February as FBLA-PBL Week. Chapters are encouraged to use this time to publicize their activities and successes, boost their membership, and gear up for their spring activities.

In addition, FBLA-PBL recognizes the Wednesday of this week as Adviser Appreciation Day. Members are encouraged to use this day to pay special tribute to the dedicated individuals who make the association possible on the local level.

Many chapters plan special activities for each day of the week. These include everything from Professional Attire Day to FBLA-PBL T-Shirt Day to Faculty Appre-ciation Day and Career Awareness Day.

As FBLA-PBL Week coincides each year with Na-tional Career & Technical Education Month, this is an excellent time to inform the public about the purpose of school-to-work activities and programs in general. The momentum of a national event provides the perfect occasion to spotlight the value of membership and of career education.

FBla-PBl Community service Day

When: The Saturday of FBLA-PBL Week

Purpose: To provide visibility for FBLA-PBL chapters nationwide at the close of FBLA-PBL Week, while participating in a worthwhile community service activity.

goal: To bring together FBLA-PBL’s business leaders and those from the community to take on a worth-while service project; to allow students an oppor-tunity to network with others; to conduct a service project beneficial to the surrounding community.

suggested activities: Work with the March of Dimes, volunteer at a homeless shelter, conduct a blood drive, develop community improvement projects, develop a project with any other service organiza-tion

summary: Take the Saturday of FBLA-PBL Week to dedicate solely to community service! Choose a community service project and implement it into your local chapter. as members dedicate their time to this service project, log the amount of time your chapter works by listing each member and hours worked on a spreadsheet. these hours will be added up and will qualify you for a national award. Get out there and serve!

Community Service

Serving the community is part of FBLA-PBL’s creed. Serving others:

■ Helps members learn about real-world issues, con-cerns, and needs.

■ Matches members’ strengths with community needs.

■ Provides practical experience in planning and orga-nizing.

■ Develops leadership skills.

■ Promotes networking within the community.

■ Builds recognition and goodwill for the chapter.

■ Teaches satisfaction of a job well done.

In addition to encouraging local chapters to identify and address the needs of their individual communi-ties, FBLA-PBL nationally has established three areas of focus for community service.

In a good community service project, both the “served” and the “server” win. Giving should be done in such a way that the recipient does not feel obligated or patronized – just good about him or herself. Similarly, the giver should not look for recognition or reward. The rewards, however, are there anyway. The rewards of knowing you have done a good job, set a good example for others, improved someone’s life, and spread the positive word about FBLA-PBL are invaluable.

march of Dimes National Birth Defects FoundationFBLA-PBL and the March of Dimes have enjoyed a highly successful partnership for almost thirty years. This partnership has been reinvigorated with a new theme and with new tools for local chapter use.

mission liFt (leading into the Future, together) focuses FBLA-PBL members on practicing the leader-ship and management skills they have learned to raise funds and awareness for the March of Dimes mission.

Join Hands DayJoin Hands Day will be held on May 5. This special day each year teams young people with adult groups to carry out volunteer projects that help people and communi-ties. The goal of Join Hands Day is to help reduce bar-riers, misunderstandings, and isolation between youth and adults in our age-segregated society. This will hap-pen if your FBLA-PBL chapter develops a Join Hands Day partnership with a local business or corporation. For ideas on projects, see the Join Hands Day Web site at www.joinhandsday.org. Through participating in this day, your members will be able to reach across genera-tions and work with new friends in identifying and fixing troublesome conditions where you live.

VII-17



NatioNal Programs lEssoN PlaN

lesson objectives

■ Communications

– Participate in group discussions.

– Use acceptable standards for grammar and word usage.

– Use technology to enhance the effectiveness of communications.

– Enhance documents through the use of advanced layout, design, and graphics production software and scanning hardware.

■ management

– Explain the importance of organizing.

– Analyze the management skills necessary for lead-ing/directing a project.

– Evaluate and modify a time management plan as appropriate.

introduction to the lesson: (Time: 10 Minutes)

Brown Bag it. Students are instructed the day before this lesson to bring a brown bag with five items that tell about themselves. They could be things that tell about their family, their most important items, a hobby, etc. Give them the following poem (with a piece of candy at-tached) after they share their items with the class:

In this brown bag you will find,

Things that show I’m one of a kind,

So when I share these things with you,

You will find things that you never knew.

Notes and instructional activity: (Time: �0 minutes)

■ This is a fun way to get to know one another and find common interests.

■ The adviser/instructor can emphasize that through FBLA-PBL and the different programs, students will be able to discover even more about themselves and find their inner strengths.

■ You will also fine-tune both your business and your personal skills.

■ Let’s take a look at some of the opportunities that you will have with FBLA-PBL’s different programs.

■ At this point the teacher/adviser will go to the fol-lowing link: www.fbla.pbl.org/doc/200�_ Membership_Recruitment_Presentation.zip where they may download the program PowerPoint®.

■ The Adviser/Instructor can download a FBLA-PBL Fact Sheet highlighting the different programs and opportunities from the following link: www.fbla. pbl.org/docs/Fact_Sheet.pdf.

reinforcement activity: (Time: 1-2 class periods)

Students are instructed that they are to make a mock television commercial using PowerPoint® or a presen-tation software convincing their peers to join FBLA-PBL. They are to incorporate some of the programs and information that were just presented to them. The requirements for the commercial are as follows:

■ The commercial is between 28-�2 seconds in length.

■ Students must use the FBLA-PBL logo on the begin-ning slide.

■ Full screen graphics are to be used as much as pos-sible. Picture scans of chapter activities are also encouraged.

■ Some animation or slide transitions are to be used. They need to add to the commercial and must not distract from the message.

■ Sound effects or music loops are encouraged and must be used effectively.

■ Be creative!

■ Grammar/spelling on slides must be correct.

■ The commercial must run on its own (no clicking) and timing is appropriate.

tips

• Keep it simple

• Limit transitions.

• Use high quality photographs.

• Be sure the audio is clear (you should prepare an audio – the sounds effects and music must not be louder than the speaking. Don’t get too close to the microphone.

Notes:

Use the best presentation to help as a recruiting tool for the FBLA-PBL chapter. Offer this student a prize or award.

VII-18



FBla-PBl Commercial grading sheetself running Commercial

Description Points Possible Points Awarded

Ad “looks” like a commercial, not a simple presentation. 20 Photographs are used in full size, where possible.

FBLA-PBL logo is used in the commercial. �

Commercial shows creativity and originality. 10

Quality of photographs 10 (either scanned in or digital photos).

Local, state, and national projects are described effectively. 15

FBLA-PBL benefits are described. 5

Correct grammar and spelling is used. 7

Sound is used to enhance the commercial, 10 but does not detract from the message.

Transitions and/or animations are used for special effects. 10

Timings are set and commercial can run independently. 10


Student Name: _____________________________________________________________________________

Date: _____________________________________________________________________________________

VIII-�C H A P T E R M A N A G E M E N T H A N D B O O K (2006 – 2007 PBL Version)

National Organization

National Organization FBLA-PBL Mission Statement

FBLA-PBL Creed

FBLA-PBL Pledge

FBLA-PBL Goals

FBLA-PBL Code of Ethics

FBLA-PBL Dress Code


FBLA-PBL History

National Affiliations

Trademark Policy

Logo Sheet

National Bylaws Phi Beta Lambda National Bylaws

Policy of the United States Department of Education for Career and Technical Student Organizations

National Programs Lesson Plan FBLA-PBL Trivia Game

FBLA-PBL History Presentation Script

FBLA-PBL History Presentation Grading Sheet

VIII-2

N A T I O N A L O R G A N I Z A T I O N



VIII-�C H A P T E R M A N A G E M E N T H A N D B O O K (2006 – 2007 PBL Version)


FBLA-PBL MissiON sTATeMeNTOur mission is to bring business and education together in a positive working relationship through innovative leadership and career development programs.

FBLA-PBL CreedI believe education is the right of every person.

I believe the future depends on mutual understanding and cooperation among business, industry, labor, religious, family, and educational institutions, as well as people around the world. I agree to do my utmost to bring about understanding and cooperation among all of these groups.

I believe every person should prepare for a useful oc-cupation and carry on that occupation in a manner that brings the greatest good to the greatest number.

I believe every person should actively work toward im-proving social, political, community, and family life.

I believe every person has the right to earn a living at a useful occupation.

I believe every person should take responsibility for carrying out assigned tasks in a manner that brings credit to self, associates, school, and community.

I believe I have the responsibility to work efficiently and to think clearly. I promise to use my abilities to make the world a better place for everyone.

FBLA-PBL PLedgeI solemnly promise to uphold the aims and responsi-

bilities of Future Business Leaders of America–Phi Beta Lambda and, as an active member, I shall strive to develop the qualities necessary in becoming a responsible business leader.

FBLA-PBL gOALs■ develop competent, aggressive business leadership.

■ strengthen the confidence of students in themselves and their work.

■ Create more interest in and understanding of the American business enterprise.

■ encourage members in the development of indi-vidual projects that contribute to the improvement of home, business, and community.

■ develop character, prepare for useful citizenship, and foster patriotism.

■ encourage and practice efficient money manage-ment.

■ encourage scholarship and promote school loyalty.

■ Assist students in the establishment of occupational goals.

■ Facilitate the transition from school to work.

FBLA-PBL COde OF eThiCsI will be honest and sincere.

I will approach each task with confidence in my ability to perform my work at a high standard.

I will willingly accept responsibilities and duties.

I will seek to profit from my mistakes and take sugges-tions and criticisms directed toward the improve-ment of myself and my work.

I will abide by the rules and regulations of my school.

I will exercise initiative and responsibility and will co-operate with my employer and fellow workers.

I will dress and act in a manner that will bring respect to me and to my school.

I will seek to improve my community by contributing my efforts and my resources to worthwhile projects.

VIII-�



Revised FBLA-PBL Dress Code for Advisers, Members, and Guests (as of January 2001)

FBLA-PBL members and advisers should develop an awareness of the image one’s appearance projects. The purpose of the dress code is to uphold the professional im-

age of the association and its members and to prepare students for the business world.Appropriate attire is required for all attendees – advisers, members, and guests – at all general sessions, competitive events, regional meetings, workshops, and other activities unless otherwise stated in the conference program. Conference name badges are part of this dress code and must be worn for all conference functions. For safety reasons, do not wear name badges when touring.Professional attire acceptable for official FBLA-PBL activities include:MALES FEMALES■ Business suit with collar dress shirt, and ■ Business suit with blouse or

necktie or ■ Business pantsuit with blouse or■ Sport coat, dress slacks, collared shirt, ■ Skirt or dress slacks with blouse

and necktie or or sweater or■ Dress slacks, collared shirt, and necktie. ■ Business dress.■ Banded collar shirt may be worn only if ■ Dress shoes and nylons.

sport coat or business suit is worn.■ Dress shoes and socks.

Inappropriate attire, for both men and women, includes:■ Jewelry in visible body piercing, other than ears.■ Denim or chambray fabric clothing of any kind, overalls, shorts, skorts, stretch or stirrup

pants, exercise or bike shorts.■ Backless, see-through, tight-fitting, spaghetti straps, strapless, extremely short, or low-cut

blouses/tops/dresses/skirts.■ T-shirts, Lycra™, spandex, midriff tops, tank tops, bathing suits.■ Sandals, athletic shoes, industrial work shoes, hiking boots, bare feet, or over-the-knee boots.■ Athletic wear, including sneakers.■ Hats or flannel fabric clothing.■ Bolo ties.■ Visible foundation garments.

Clarification – Many women’s two-piece suits are currently designed so that they do not require a blouse. Therefore, this will be accepted. In addition, sling-back shoes, open-toe shoes, and sleeveless dresses are accepted.

VIII-�



NATiONAL OrgANizATiONFBLA-PBL involves nearly 2�0,000 members in over ��,000 chartered chapters in the United States, Puerto Rico, the Virgin Islands, and Department of Defense Dependent Schools worldwide. Local chapters are char-tered by the national association and operate under the supervision of a state chapter.

Membership dues and national financial develop-ment activities provide a financial base for the national association, which offers leadership and guidance while developing support services and major programs.

The national association is led by a board of directors composed of state committee members, local and state advisers, professional educators, state and local supervi-sors, national student officers and representatives from business and industry. The board is responsible for the general oversight and policy of the association.

FBLA-PBL is headquartered in Reston, Virginia, a suburb of Washington, D.C. The national staff is re-sponsible for such diverse activities as:

■ Planning and managing the National Leadership Conference, Institute for Leaders, and the National Fall Leadership Conferences.

■ Providing technical assistance, management services, and materials for planning and conducting the meetings of the local and state chapters.

■ Publishing Tomorrow’s Business Leader, PBL Busi-ness Leader, Advisers’ Hotline, Middle Level Advisers’ Hotline, and The Professional Edge.

■ Developing and distributing materials on member-ship recruitment, chapter management, and national programs.

■ Processing membership dues and providing state chapters with periodic reports.

■ Establishing partnership programs to provide recog-nition and experience for chapters and individuals.

■ Acting as a liaison at the national level to other stu-dent, professional, and business organizations and government agencies.

FBLA-PBL is made up of four (�) membership divisions. These include:

■ FBLA-Middle Level. Membership in this division is open to students in grades �–9 who are seeking career exploration opportunities and who accept the purpose of FBLA, subscribe to its creed, and demonstrate willingness to contribute to meaningful school-community relations.

■ Future Business Leaders of America (FBLA). Mem-bership in this division is open to students in grades 9–�2, enrolled in a business or business-related course who accept the purpose of FBLA, subscribe to its creed, demonstrate willingness to contribute to meaningful school-community relations, and pos-sess qualities for employment.

■ Phi Beta Lambda (PBL). Membership is open to postsecondary students pursuing degrees in a business or business-related field who accept the purpose of PBL, subscribe to its creed, and possess qualities for employment.

■ Professional division. Professional membership is open to all individuals interested in promoting the goals established by the association. Such members may include former members, employers, educators, parents, businesspersons, community leaders, and any other persons contributing to the growth and development of the association and its members.

FBLA-PBL hisTOry1937 Hamden L. Forkner of Teachers College, Co-

lumbia University in New York City, proposes to business teachers across the country that a national organization is needed for the thousands of business clubs in the nation’s high schools and colleges.

1940 The National Council for Business Education (now known as the National Business Education Association) sponsors the proposed student orga-nization. Committees are appointed to formulate the organization’s general plans. The name “Future Business Leaders of America” is selected for the organization.

1942 An experimental chapter is chartered in Johnson City, Tennessee, on February �. A second chapter is started two days later in St. Albans, West Virginia. By the end of the year, �9 chapters are added; and over the next three and one-half years, another �8 chapters join.

1946 The United Business Education Association as-sumes sponsorship of FBLA. Headquarters office for FBLA is established at the National Education Association Center in Washington, D.C.

1947 Iowa becomes the first FBLA state chapter. Indi-ana and Ohio quickly follow. Within the next three years, FBLA state chapters total ten.

1958 The postsecondary division, Phi Beta Lambda is created. The University of Northern Iowa is the first PBL chapter.

VIII-6



1969 FBLA-PBL is granted independent status as a nonprofit educational student association under Internal Revenue Code �0�c(�). FBLA-PBL, Inc. ac-quires its own board of directors and full-time staff.

1973 FBLA-PBL, Inc. appoints Edward D. Miller as the association’s first full-time executive director.

1979 The board of directors approves establishment of the FBLA-PBL Alumni Division.

1981 The Conrad N. Hilton Foundation purchases �.6 acres of land in the Center for Educational Associa-tions, Reston, Virginia, as the site for a future FBLA-PBL National Center.

1987 FBLA annual membership tops 200,000 for the first time.

1989 The professional division is formed to include alumni and professional businesspersons.

1990 The ground breaking ceremony is held for the FBLA-PBL National Center.

1991 The grand opening of the FBLA-PBL National Center is held.

1994 The FBLA–Middle Level division is formed for students in grades �–9.

1997 Edward D. Miller retires as president and chief executive officer of the national association. Ms. Jean Buckley is appointed president and chief executive officer.

2001 National center mortgage is retired.

NATiONAL AFFiLiATiONsFBLA-PBL is proud of its relationships with the follow-ing organizations.

Association for Career and Technical education. ACTE is committed to helping its members provide effective programs of career and technical education. Serving career and technical teachers, administrators, teacher educators, researchers, and guidance counselors, ACTE develops and promotes comprehensive programs for individuals to develop occupational skills.

National Association of secondary school Principals. NASSP represents school administrators and focuses on professional development programs to help school administrators become more proficient in serving America’s secondary school students. In addition to promoting the interest of education on Capitol Hill, the association also conducts research on issues critical to secondary schools. NASSP sponsors the National As-sociation of Student Councils and the National Honor Society.

National Business education Association. NBEA members include business teachers, administrators, su-pervisors, teacher educators, and college/university stu-dents in business education curricula. NBEA promotes all phases of business education for both vocational and nonvocational students. In addition, NBEA serves as a unifying agency among regional and other groups dedi-cated to the enhancement of business education.

National dissemination Center for Career and Technical education. NDCCTE is the umbrella organi-zation for nine student groups dedicated to strengthen-ing America’s career and technical education system. Each member’s executive officer and counterpart at the U.S. Department of Education works with the center, which is charged with identifying and coordinating activities mutually beneficial to career and technical stu-dent organizations and their members. The center also serves as a forum where members share information to enhance the development of vocational education.

U.S. Department of Education. The Department of Education maintains a close relationship with all vocational student organizations and welcomes their cooperation and support in strengthening vocational education programs throughout the United States. The Department of Education endorses vocational student organization objectives and seeks to involve their think-ing in the improvement of vocational education.

TrAdeMArk POLiCyAll local and state advisers are responsible for protecting the use and image of FBLA-PBL’s logo and trademarked items. FBLA-PBL’s policy concerning the use of trade-marked materials follows:

State and local FBLA-PBL chapters are permit-ted to use trademarked items without obtaining approval from the FBLA-PBL National Associa-tion on printed materials, promotional pieces, and displays that are not sold. Written approval must be obtained from the FBLA-PBL National Associa-tion for any item that will be sold by local or state FBLA-PBL chapters. Commercial vendors are not permitted to use FBLA-PBL trademarks on any goods offered for sale unless they have been com-missioned by the FBLA-PBL National Association.

Contact the FBLA-PBL MarketPlace with any questions regarding the trademark policy or to obtain permission to use trademarked or protected images.

National Bylaws

VIII- C H A P T E R M A N A G E M E N T H A N D B O O K (2006 – 2007 PBL Version)

Phi BeTA LAMBdA NATiONAL ByLAwsRevised 2003

Article iName

The name of this division of FBLA-PBL, Inc. shall be “Phi Beta Lambda” and may be referred to as “PBL.”

Article iiPurpose

Section 1. The purpose of PBL is to provide opportuni-ties for postsecondary students to develop business-re-lated career competencies. PBL is an integral part of the instructional program and in addition promotes a sense of civic and personal responsibility.

Section 2. The specific goals of PBL are to:

■ Develop competent, aggressive business leadership.

■ Strengthen the confidence of students in themselves and their work.

■ Create more interest in and understanding of Ameri-can business enterprise.

■ Encourage members in the development of indi-vidual projects that contribute to the improvement of home, business, and community.

■ Develop character, prepare for useful citizenship, and foster patriotism.

■ Encourage and practice efficient money manage-ment.

■ Encourage scholarship and promote school loyalty.

■ Assist students in the establishment of occupational goals.

■ Facilitate the transition from school to work.

Article iiiMembership

Section 1. PBL membership shall consist of members of chartered local chapters. These members shall hold mem-bership in their state and national chapters. Indi-vidual members shall be recognized only through a state chapter of PBL except that, in the case where there is no state chapter, the member shall be recognized by the national office.

Section 2. National PBL, as well as the state and local chapters, shall be open for membership to these classes of members:

■ Active members shall be students enrolled in busi-ness and/or business-related fields, who accept the purpose of PBL and subscribe to its creed. Active members shall pay dues as established by PBL and may participate in national events, in accordance with the guidelines of the National Awards Program; serve as voting delegates to the National Leadership Conference; hold national office, in accordance with Article VI; and otherwise represent their state and local chapters as approved by their respective state or local advisers.

■ Honorary life members may be elected to a state or local chapter by a majority vote. They shall be persons who are assisting in the advancement of business and office education and/or who are rendering outstanding service to PBL. Honorary life members shall not vote or hold office and shall not be required to pay dues.

■ National honorary life members may be recommend-ed by the membership and shall be accepted upon approval by the board of directors of FBLA-PBL, Inc. They shall be persons making significant contri-butions to the field of business and office education and/or to the growth and development of FBLA-PBL, Inc. National honorary life members shall not vote or hold office and shall not be required to pay dues.

VIII-9

F B L A - P B L N A T I O N A L B Y L A W S


Article iVDues and Finance

Section 1. National dues based on fiscal reports by the national office, and on recommendations by the national executive council and the board of directors, shall be determined by a majority vote of the local vot-ing delegates at the National Leadership Conference. National dues of members shall be forwarded directly to the PBL national office or shall be submitted through state chapters at the discretion of the state chapter.

Section 2. Annual dues shall be $�0 with $� being ear-marked for the PBL National Scholarship Fund.

Section 3. The affairs and property of PBL shall be managed by the board of directors of FBLA-PBL, which shall have the powers and duties of a board of directors, according to the current District of Columbia code.

Section 4. The association president and chief executive officer shall administer all PBL finances, submit an an-nual budget to the board of directors for approval, and provide the board of directors and members with an annual audit.

Section 5. The fiscal year of the PBL shall be July � through June �0.

Article VOrganization

Section 1. PBL shall be an association of state and local chapters, each operating in accordance with a charter granted by FBLA-PBL, Inc. Only chapters that have received charters, Greek names, numbers issued by FBLA-PBL, Inc. and that are currently in good standing shall be referred to as “Phi Beta Lambda” or “PBL.”

Section 2. The board of directors of FBLA-PBL, Inc. shall serve as the policymaking body of this organization and derives its authority from the Articles of Incorporation of FBLA-PBL, Inc. and the laws of the District of Co-lumbia. It may be referred to as the board of directors. Members of the board of directors shall be nominated by state chairmen and elected by the local FBLA-PBL chapters of their respective regions for three-year terms in accordance with the nominating and voting proce-dures determined by the board of directors.

Section 3. The administration of PBL shall be vested in the association president and chief executive officer of FBLA-PBL, Inc.

Section 4. There shall be a national executive council that shall make recommendations to the board of direc-tors and perform other duties as prescribed in these bylaws.

Section 5. There shall be five administrative regions. The eastern region consists of Connecticut, Delaware, District of Columbia, DODDSEUR (Europe), Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New York, Pennsylvania, Puerto Rico, Rhode Island, Vermont, and Virgin Islands. The southern region consists of Alabama, Arkansas, Florida, Georgia, Ken-tucky, Louisiana, Mississippi, North Carolina, South Carolina, Tennessee, Virginia, and West Virginia. The North Central region consists of Illinois, Indiana, Iowa, Michigan, Minnesota, Missouri, Ohio, and Wisconsin. The Mountain-Plains region consists of Colorado, Kansas, Nebraska, New Mexico, North Dakota, Oklaho-ma, South Dakota, Texas, and Wyoming. The western region consists of Alaska, Arizona, California, Canal Zone, Guam, Hawaii, Idaho, Montana, Nevada, Oregon, Utah, and Washington.

Section 6. State chapter charters shall be issued upon approval of the board of directors. A state chapter shall have at least three local chapters with all members hold-ing national membership in PBL and hold one annual meeting to elect state officers and conduct business. Each state chapter shall have a state committee com-posed of professional educators in the areas of business and office occupations.

Section 7. A state committee chairman shall be recom-mended by the association president and chief executive officer and approved by the board of directors.

Section 8. Each local chapter shall have an adviser who is either a faculty member teaching a business and/or business-related class or school staff member. A local chapter may have as many special-emphasis groups un-der the chapter charter as it deems necessary to meet the interests of all students. The local chapter of PBL shall assume full responsibility for coordinating the program for these interest groups.

Article ViOfficers and Elections

Section 1. National Officers. The national elected of-ficers of PBL shall be a president, five vice presidents representing the respective regions, a secretary, and a treasurer.

Section 2. Qualifications for National Office.

A. Only active members are eligible to hold national office.

B. Only those applicants who are present at the Na-tional Leadership Conference and officially certified by the officer screening committee shall be eligible for nomination.

VIII-�0



C. To be considered for an office in PBL, a candidate shall:

�. Have at least one full year remaining in his/her business education program.

2. Hold or have held a corresponding or higher elec-tive office in his/her local or state chapters.

�. Be recommended by the chapter advisers and endorsed by his/her local and state chapters (if applicable).

�. File an official application with the association president and chief executive officer of FBLA-PBL, Inc. by May ��.• If no state chapter submits an applicant for a

particular office by the May �� deadline, then the deadline for the particular office shall be extended to June ��.

• Applicants for national office who become candidates for office as of the second deadline shall have to prepare a campaign for office like all other candidates, including a requirement to pass the officer screening committee and caucus in state chapter meetings.

• If no candidates are submitted for a particu-lar office by the first or second deadline, then candidates may apply for office at the National Leadership Conference and shall comply with all guidelines that other candidates comply with during the conference.

�. Candidates for secretary must have completed, or will complete, one course in Typewriting/key-boarding instruction by the end of the current school year and possess the ability to accurately record and produce minutes in a timely fashion.

6. Candidates for treasurer must have completed, or will complete, one year of accounting, bookkeep-ing, or record keeping by the end of the current school year.

Section 3. Nominations.

A. The president, secretary, and treasurer shall be nomi-nated by a state chapter at a general session of the National Leadership Conference. The national vice-presidents representing the regions shall be nomi-nated by a state chapter at their respective regional meetings at the National Leadership Conference. If a candidate holds membership in a local chapter where there is no state chapter, then the nomination shall be made by his/her local chapter.

B. Only candidates approved by the officer screening committee shall be nominated.

Section 4. Elections.

A. The president, secretary, and treasurer shall be elected annually at a general session of the National Leadership Conference by the local voting delegates. The national vice presidents representing the regions shall be elected annually at their respective regional meetings at the National Leadership Conference by the local voting delegates of the respective regions.

B. These national officers shall be elected by a ballot vote of the voting delegates. A majority vote shall be required for election. If no candidate for an office receives a majority vote on the third ballot, the can-didate receiving the lowest number of votes for that ballot shall be dropped from the fourth ballot. If necessary, the candidate receiving the lowest number of votes shall be dropped from each subsequent bal-lot until one candidate receives a majority of votes.

C. No two national officers shall be elected from the same state chapter. With the exception of the vice president, no more than two national officers shall be elected from the same region. Unopposed candidates shall not be eliminated because of these restrictions.

Section 5. Term of Office. National officers shall be elected for one year or until their successors are elected or appointed, and their term of office shall begin at the close of the National Leadership Conference at which they were elected.

Section 6. Vacancy in Office. A vacancy in any office, other than that of president, shall be filled by appoint-ment by the president with the approval of the national executive council. Should the office of president become vacant, the vice president from the president’s region shall automatically become president.

Section 7. Appointment of Parliamentarian. The person scoring highest on the parliamentary procedure written test shall be appointed by the incoming national presi-dent to serve as parliamentarian. This individual shall have at least one year remaining before graduation from a postsecondary institution.

Article ViiDuties of PBL National Office

Section 1. The president shall:

A. Serve as chairman of the national executive council.

B. Preside over the council meetings and business meetings of PBL.

C. Serve as a member of the board of directors.

D. Appoint appropriate committees and committee chairmen.

VIII-��



E. Serve as an ex officio, nonvoting member of all com-mittees.

F. Appoint a national parliamentarian to serve at all business sessions of PBL.

G. Perform other duties for the promotion and devel-opment of local, state, and national PBL.

Section 2. The vice presidents shall:

A. Assist the president in the promotion and develop-ment of PBL in the regions that elected them,

B. Assist in planning regional leadership conferences.

C. Preside at regional meetings at the National Leader-ship Conference.

Section 3. The secretary shall:

A. Keep an accurate record of all business meetings of the National Leadership Conference and the national executive council.

B. Supply promptly at least one copy of the minutes and substantiating reports to the PBL president and the association president and chief executive officer.

C. Initiate communication with state officers to provide quality articles for national publications.

Section 4. The treasurer shall:

A. Assist the national office in keeping an accurate record of national officer travel expenses and dis-bursements and in planning national officer travel.

B. Present an annual financial report to members at the National Leadership Conference.

Section 5. The parliamentarian shall:

A. Advise the president of the orderly conduct of busi-ness in accordance with PBL bylaws and Robert’s Rules of Order Newly Revised.

Section 6. These officers shall serve on the national executive council and perform such duties as directed by the PBL President and the association president and chief executive officer and not inconsistent with these bylaws and other rules adopted by PBL.

Article ViiiNational Leadership Conference

Section 1. A National Leadership Conference shall be held each year. A date and location will be recom-mended by national staff and approved by the board of directors.

Section 2. Each local chapter in good standing shall be entitled to send two to four local voting delegates and alternates from its active membership to the National Leadership Conference in accordance with the following:

■ Under �0 members – two voting delegates.

■ �0-�00 members – three voting delegates.

■ Over �00 members – four voting delegates.

Section 3. All voting delegates of local and state chapters shall be officially certified by their respective advisers and their names submitted to the national office post-marked no later than twenty days prior to the National Leadership Conference.

Section 4. Voting. Voting delegates shall be entitled to vote on all matters that come before the general sessions and regional meetings. There shall be no proxy voting.

Section 5. Quorum. The quorum for all business meet-ings of the National Leadership Conference shall be a majority of the registered voting delegates.

Article iXNational Executive Council

Section 1. The national officers of PBL shall, with the ex-officio, nonvoting members, constitute the national executive council. The chairman of the board of direc-tors and the association president and chief executive officer shall be ex-officio, nonvoting members.

Section 2. Duties. The national executive council shall:

A. Adopt policies of operation of PBL as deemed neces-sary, by a three-fourths vote subject to the approval of the board of directors.

B. Approve committee appointments and the creation of new committees by the president.

C. Approve appointments by the president to fill vacan-cies in office.

D. Review all proposed amendments to the bylaws.

E. Present to the voting delegates at the National Lead-ership Conference, with recommendations, those proposed amendments approved by the board of directors.

F. Perform such other duties as are prescribed by these bylaws.

Section 3. Meetings. Meetings shall be called by the president, or upon the written request of three voting members of the national executive council, upon ap-proval by the association president and chief executive officer.

Section 4. Voting by Alternative Methods. Business of the national executive council may be conducted by mail, teleconferencing, and/or electronic conferencing at the discretion of the PBL president upon the approval of the association president and chief executive officer. For adoption, action by mail, teleconferencing, and/or elec-tronic conferencing shall require a three-fourths vote of the members eligible to vote, and shall be recorded in the minutes of the next regular meeting.

VIII-�2



Article XCommittees

Section 1. Advisory committees to assist in the growth and development of PBL may be appointed as deemed necessary by the board of directors. Recommendations of persons for such appointments shall be requested of state chapters.

Section 2. Local and state chapters may select advisory committees to assist in the growth and development of their respective chapters.

Section 3. The president of PBL shall, with the approval of the national executive council, establish committees, appoint members for a period not to exceed his/her term in office, and assist these committees in their activities.

Section 4. An officer screening committee composed of national officers and board members, shall be appointed by the PBL president in consultation with the associa-tion president and chief executive officer. The officer screening committee shall, after careful consideration of applicants for offices of PBL, approve candidates for nomination.

Section 5. Committee business may be conducted by mail, teleconferencing, and/or electronic conferencing at the discretion of the chairman. For adoption, action by mail, teleconferencing, and/or electronic conferenc-ing shall require a three-fourths vote of the members eligible to vote, and shall be reported to the committee members not later than the next regular meeting.

Article XiEmblems and Colors

Section 1. The official emblem and insignia item designs are described and protected from infringement by reg-istration in the U.S. Patent Office under the Trademark Act of �9�6. The manufacture, reproduction, wearing, or display of the emblem shall be governed by the board of directors.

Section 2. PBL emblems and insignia shall be uniform in all local and state chapters and within special emphasis groups. Only members in good standing may use of-ficial emblems and insignia.

Section 3. The official colors of PBL shall be blue and gold.

Article XiiParliamentary Authority

The rules contained in the latest edition of Robert’s Rules of Order Newly Revised shall govern PBL in all applicable cases and when they are not inconsistent with the rules and bylaws of FBLA-PBL, Inc.

Article XiiiAmendment

Section 1. Proposed amendments to these bylaws shall be submitted in writing by local or state chapters or by a national officer to the association president and chief executive officer no later than April �. The proposed amendments shall be submitted for review to the divi-sion president and the bylaws committee of the board of directors by April ��. Proposed amendments ap-proved by the bylaws committee shall be returned to the association president and chief executive officer by May �. Each state chapter will be sent copies of the approved amendments by May ��. The national executive council shall present approved proposed amendments with rec-ommendations to the local voting delegates at the Na-tional Leadership Conference. A two-thirds vote of the local voting delegates present and voting at the National Leadership Conference is required for adoption.

Section 2. The president and chief executive officer of FBLA-PBL shall be authorized to revise these bylaws to correct punctuation, grammar, cross-references, article and section designations, and to make such other tech-nical changes as may be necessary, where these changes shall be minor in detail and shall not alter the meaning or intent of the bylaws. Notice of changes made under this authority shall be communicated in writing to the PBL National Executive Council, the Board of Directors, and to the State Committees within �0 days.

Adopted June 25, 1975Amended July 8, 1979Amended July 8, 1980Amended July 8, 1981Amended July 8, 1982Amended July 3, 1986Amended July 8, 1987Amended July 2, 1988Amended July 4, 1990Amended July 9, 1991Amended July 8, 1992Amended July 13, 1993Amended July 8, 1995Amended July 16, 1996Amended July 13, 1998Amended July 16, 2000Amended July 2, 2003

VIII-��



VIII-��



NATiONAL OrgANizATiON LessON PLAN

NBeA standards/Lesson Objectives

■ Communications

– Apply basic social communications skills in per-sonal and professional situations.

– Participate as a productive member of a group and demonstrate the abilities to work as part of a team.

– To use technology to enhance the effectiveness of communication.


– Demonstrate appropriate interpersonal skills when working with others in small groups, in business, and in local chapter activities.

introduction to the Lesson: (Time: �-�0 minutes)

Colored dots. (Materials Needed: Three types of col-ored sticky dots – one color for each category chosen). Choose three categories to classify people in your group. Examples include people wearing glasses, wearing T-shirts, etc. When a person joins your group, put a dot or dots on their shirt according to what category that they fit into. DO NOT tell the group what the dots stand for. Tell the group that they are to figure out what the dots mean by talking to other students in the group. Give the group a while to figure out what the dots mean. If no one can figure it out, then tell them. Obviously it is better if the group can figure it out, but you may want to give them subtle hints.

Notes:

• Ask students how it felt to be singled out with these visible stickers? What implication does this have? What are some practical connections to “real life”?

• Through FBLA-PBL, students are made to feel part of a group – not singled out. There is some-thing for everyone in the national organization.

• Let’s find out how much we know.

reinforcement Activity: (Time: 30-45 minutes)

■ This is a fun way to introduce students to the na-tional organization.

■ Divide the group up into two teams.

■ Give a stuffed animal to each group for their team mascot.

■ Each team will have a bell to ring in the answer.

■ When the question appears, ring the bell. Your team will be called upon. If you are correct, the moderator will tell you to continue. If you are incorrect, it is the other team’s turn. Each correct answer will be worth � points.

■ The final round will be worth 2� points. You will write down the correct answer on paper as they do in jeopardy.

(At this point the adviser should go to the following link www.fbla-pbl.org/docs/FBLA-PBL_Trivia_Game.ppt where they may download the Trivia Game PowerPoint and project it to the class®. Put on some Game Show Tunes such as the theme from Wheel of Fortune® and Jeopardy® for mood music). A hard copy of the ques-tions and answers can be found in this section. Award prizes to the winning team.

Notes:

• Through this activity, we were able to gain a better insight into the national organization.

reinforcement Activity: (�0 minutes – Prep time – � class period)

For our last activity, we will, as a group role-play the history of our organization for a FBLA-PBL meeting. This activity was originally developed by a former PBL National Officer team for the Institute for Leaders which is held in conjunction with the National Leadership Conference each year. See the grading sheet following this section. Before we role play this activity, each person will be assigned a different time period or the Introduc-tion or Conclusion to this activity. You will be working on a PowerPoint® slide representing your era (this will take one class period – you will research the era on the Internet to discover the attire of the time period and ap-ply appropriate graphics and music to your slide. If you have more students than parts – you may want to split the role-playing and have two or more different groups work on different presentations. Choose the best one to present at a local chapter meeting or local chapter event such as an induction ceremony for new members). Once everyone has completed a slide, we will combine them for our role-playing activity. Your assignment is to find a costume to represent the era that you will be speaking about.

VIII-��



welcome to the FBLA-PBL Trivia gameThis is a team-oriented game designed to test your knowledge of FBLA-PBL trivia and help you learn about the national organization.

Break into two teams. Elect a captain for each team.

When the question appears, ring the bell. Your team will be called upon. Your moderator will tell you whether or not you are correct. If you are correct, the moderator will tell you to continue. If you are incorrect it is the other team’s turn. Each correct answer is worth � points.

The final round will be worth 2� points. You will write down the correct answer on paper as they do in jeopardy®.

Have fun!

Question 1

How many members does FBLA-PBL have?• 200,000• 2�0,000• 2�0,000• �80,000

Question 2

The first state chapter was located where?• Florida• Iowa• Wisconsin• Ohio

Question 3

The official colors of FBLA-PBL are• Blue and yellow• Blue and gold• Red, white, and blue• Red and black

FBLA-PBL Trivia gameAn introduction to the National Association of FBLA-PBL, inc.

Question 4

Who is the founder of FBLA-PBL?• Hollis Guy• Dr. Hamden L. Forkner• Dorothy Travis• Hamden Faulkner

Question 5

The three words on the FBLA-PBL crest are:• Service, Education, and Leadership• Service, Leadership, and Prosperity• Service, Education, and Progress• Progress, Leadership, and Education

Question 6

How many goals does FBLA-PBL have?• �• 7• 8• 9

Question 7

In what year was FBLA-PBL officially sponsored by the National Council for Business Education (now known as NBEA)?

• �9�7• �9�0• �9�6• �9�0

Question 8

Where is FBLA-PBL’s National Center located?• Washington, DC• Richmond, Virginia• Reston, Virginia• Baltimore, Maryland

VIII-�6



Question 9

What is the official name of our organization?• FBLA-PBL• Phi Beta Lambda• FBLA• FBLA-PBL, Inc.

Question 10

Who is the current FBLA-PBL President and CEO?• Hamden L. Forkner• Kitty Guy• Jean Buckley• Dorothy Travis

Question 11

What two words are repeated throughout the FBLA-PBL creed?

• We think• FBLA-PBL means• FBLA-PBL is• I believe

Question 12

The Professional Edge is printed for which members?• All members• FBLA-PBL Officers• Professional members• FBLA-PBL advisers

Question 13

What group of individuals establishes the policies that govern FBLA-PBL?

• FBLA-PBL National Officers• FBLA-PBL Executive Board• Board of Directors• Board of Officers

Question 14

Which of the following is not a membership division?• FBLA-Middle Level• Future Business Leaders of America (FBLA)• Alumni Division• Phi Beta Lambda (PBL)• Professional Division

Question 15

What does NBEA stand for?• National Business Educators Academy• National Business Educators of America• National Business Education Association• New Business Educators of America

Question 16

When was the FBLA-Middle Level Division established?• �99�• �98�• �99�• �99�

Question 17

What is the fiscal year of FBLA-PBL?• June � – May ��• July � – June �0• July �� – June ��• July �� – June �0

Question 18

How many votes would a chapter of 99 members have at the National Leadership Conference?

• 2• �• �• �

Question 19

Where can you buy FBLA-PBL merchandise?• The FBLA-PBL Store• The FBLA-PBL National Center• The MarketPlace• The FBLA-PBL Market

Question 20

Proposed amendments to the National Bylaws must be submitted to the association president and chief execu-tive officer by which date?

• April �• April ��• May �• May ��

FINAL QUESTION

If business of the National Executive Council is con-ducted by mail, what is the vote required for action?

• Majority• Plurality• �/� vote• Minority

Answer Key to Trivia Game

1. 250,0002. Iowa3. Blue and Gold4. Dr. Hamden L.

Forkner5. Service, Education,

and Progress6. 97. 19408. Reston, Virginia9. FBLA-PBL, Inc.10. Jean Buckley

11. I believe12. Professional members13. Board of Directors14. Alumni Division15. National Business

Education Association16. 199417. July 1 – June 3018. 319. The MarketPlace

20. April 121. 3/4 vote

VIII-�7



FBLA-PBL history Presentation skit script

**Accompanying PowerPoint® is located at the following link: ________________

Narrator:

Our organization, FBLA-PBL, Inc., is the premier orga-nization for students preparing for careers in business.

What does FBLA-PBL offer? FBLA-PBL provides innovative leadership and career development programs that bring business and education together in a positive working relationship to achieve results.

We have a rich history – Let’s take a look.

(PowerPoint® graphic comes up with the 1940s on it in big letters. ’40s music plays in the background)

Member representing the ’�0s – is dressed in �9�0s attire and says: (Depending on how many members you have participating – you can split up the speaking parts for each era):

■ Dr. Hamden L. Forkner of Teacher’s College at Co-lumbia University in New York proposes to business teachers across the country that a national organiza-tion is needed for the thousands of business clubs in the nation’s high schools and colleges.

■ In the fall of �9�0, the National Council for Business Education (now known as the National Business Education Association) assumes sponsorship of the proposed student organization.

■ The name Future Business Leaders of America is selected.

■ On February �, �9�2, the first high school chap-ter was chartered in Johnson City, Tennessee. The second chapter is started two days later in St. Alban’s West Virginia.

■ By the end of the year, �9 chapters are added.

■ In �9�6 the national center for FBLA is established at the National Education Association Center in Washington D.C.

■ In �9�7 Iowa becomes the first FBLA state chapter. Indiana and Ohio quickly follow.

■ Within the next three years, FBLA state chapters total �0.

(PowerPoint® graphic comes up with the 1950s on it in big letters. ’50s music plays in the background. Member comes out to the music)

Member Representing the ’�0s – is dressed in �9�0s attire and says:

■ In �9�8, the first Phi Beta Lambda chapter was char-tered in Iowa.

■ The University of Northern Iowa becomes the first PBL chapter.

(PowerPoint® graphic comes up with the 1960s on it in big letters. ’60s music plays in the background. Member comes out to music).

Member Representing the ’60s – is dressed in �960s attire and says:

■ FBLA-PBL is granted independent status as a non-profit educational student association under the Internal Revenue Code �0�c (�).

■ FBLA-PBL, Inc. acquires its own board of directors and full-time staff.


Member representing the ’70s comes out in ’70s at-tire and says:

■ In �97� FBLA-PBL, Inc. appoints Edward D. Miller as the association’s first full-time executive director.

■ National Bylaws are adopted in �97�.

■ The Alumni Division is established in �979.

(PowerPoint® graphic comes up with the 1980s on

VIII-�8



it in big letters. ’80s music plays in the background. Member comes out to music).


■ In �98� the Conrad Hilton foundation purchases �.6 acres of land in the Center for Educational As-sociations in Reston, Virginia as the site for a future FBLA-PBL National Center.

■ FBLA-PBL annual membership tops 200,000 for the first time in �987.

■ In �989 the Alumni Division is changed to the Professional Division to include both alumni and professional businesspersons.



■ In �990 the ground breaking ceremony is held for the FBLA-PBL National Center.

■ The grand opening of the FBLA-PBL Center is held in �99�.

■ The latest group to join FBLA (in �99�) was the FBLA-Middle Level, for students in grades �-9.

■ In �997 Dr. Miller retires and president and chief executive officer of the national association.

■ Ms. Jean Buckley is appointed president and chief executive officer.

(PowerPoint® graphic comes up with the 2000s on it

in big letters. Current music plays in the background. Member comes out to music).

Member representing the 2000s comes out and says:

■ The national center building mortgage is retired in 200� following a successful capital campaign.

Narrator:

This brings us to the present. There are over a quar-ter of a million members and over four million alumni members. Our former members are governors, fighter pilots, CEOs, actors, stock brokers, teachers, and doc-tors, and the list goes on. As a member, wherever you go in the world, you are not far from a network that can help you.

FBLA-PBL gives you the opportunities, experiences, skills, and confidence to achieve your dreams.

Win money! Travel! Learn to lead! Develop friend-ships! Gain experience! Earn recognition! All of these adventures and more await you when you become a member of FBLA-PBL.

VIII-�9



VIII-20



FBLA-PBL history Presentation grading sheet

For this project, students are to role-play the history script.

The group presentation will be graded using the following criteria:

Objective/Competency PointsPossible PointsAwarded

The presentation shows creativity and originality �� in delivery to the audience.

The presentation shows that pre-planning has been �0 completed – there is some type of visual for each era of history represented in the role-playing activity.

All group members are involved and have parts �� for the presentation.

The presentation is given at a local chapter �0 meeting or event.

Students have practiced their speaking parts and �0 present them effectively.

Group does a good job of presenting the history of �� the organization to FBLA-PBL members.

Students present material with animation and enthusiasm. �0

Presentation progresses logically and is well thought out. ��

TotalPoints 100 Comments:

Student Group Members: _____________________________________________________________________

Date: _____________________________________________________________________________________

Chapter Management Handbook · C H A P T E R M A N A G E M E N T H A N D B O O K (2006 - 2007 PBL...

Documents

Transcript of Chapter Management Handbook · C H A P T E R M A N A G E M E N T H A N D B O O K (2006 - 2007 PBL...