Chairman’s Planning Guide

Project: Estate Planning Seminar

PLANNING

1. PRIMARY PURPOSE.  (WHAT IS THE ONE REASON YOU WANT TO SUCCESSFULLY 
RUN THIS PROJECT?)
	The primary purpose of this project is to educate our members and guest to the 
importance of Estate Planning.


2. GIVE A BRIEF DESCRIPTION OF THE PROPOSED PROJECT AND BACKGROUND 
INFORMATION.  FOLLOW THIS WITH A LIST OF THE SPECIFIC AND MEASURABLE 
GOALS TO BE ACCOMPLISHED BY THIS PROJECT.  (EXAMPLE: TO INVOLVE 25 
JAYCEES.)

	Attorney Steve Laiderman will give a seminar on Estate Planning to the members.

	This project will assist in attaining the goal “To conduct at least 4 Personal Skills 
projects” in the Life Improvement Pinnacle Area/CPG Category, under the Individual 
Development Area, as outlined in the 1997-1998 Chapter Planning Guide for the West St. Louis 
County Jaycees.


Goals:

A. To run the project at no cost to the chapter.

B. To Increase attendance of General Membership Meetings by having 10 Jaycees present.

C. To encourage guest attendance at meetings by having 5 guests present.


3. WHAT ARE THE SPECIFIC MANPOWER ASSIGNMENTS?  (SHOW NAMES AND 
DUTIES.)

A. President:
	Name: Karin Seymour
	

Duties:
	1. To insure that the goals established in the chapter plan are accomplished.
	2. To serve as an ex-officio member of the planning committee.



B. Programming Vice President:
	Name: Debbie Velten

Duties:
	1. To assist the chairperson in any way necessary for successful completion of this 
project.
	2. To make sure the Chairman’s Planning Guide is completed for the project.
	3. To handle any required training of committee members.


C. Project Chairperson:
	Name: Dawn Olenjack

Duties:
	1. To complete the Chairman’s Planning Guide.
	2. To coordinate and promote the project.
	3. To find a speaker.
	4. To schedule a date for the project.
	5. To promote the project to the chapter.


D. Finance Sub-Chairperson:
	Name: Wendy Cox

Duties:
	1. To handle all financial matters concerning this project, including handling any 
monetary income and payment of any bills.


F. Manpower – no manpower will be needed for this project.


4. WHAT SPECIFIC MATERIALS, SUPPLIES, AND RESOURCES WILL BE REQUIRED?

Items to be provided by the Chapter:
A. Chapter Plan
B. Chapter Newsletter
C. Chapter Roster
D. Past Chapter CPG
E. Chairman’s Planning Guide form and guidelines
F. Meeting Agendas and Minutes
G. Chapter General Membership Meetings
H. Chapter Board of Directors Meetings

Items to be provided by Chapter Members:
A. Item: location
Responsible Member: Chapter President
Date Needed: date of project
B. Item: Audio-Visual equipment
Responsible Member: Tim Stearns
Date Needed: date of project

Items to be provided by non-Jaycee resources:
A. Item: Speaker & Materials
Supplier: Steve Laiderman
Address: 1067 N. Mason Road, Suite 3, St. Louis MO 63141
Contact Person: Steve Laiderman
Responsible Member: Project Chairman
Date Needed: date of project
Donation or Purchase: donation


5. DESCRIBE THE POTENTIAL PROBLEMS AND SOLUTIONS TO SUCCESSFULLY 
COMPLETE THIS PROJECT.

Problem: Lack of attendance.
Solution: Provide adequate promotion.  Write an article for the newsletter and make phone calls.

Problem: Speaker doesn’t show up.
Solution: Call ahead to confirm the date before the project.



6. COMPLETE A PROPOSED BUDGET INDICATING ALL ANTICIPATED INCOME AND 
EXPENSE. (NOTE: INCOME SHOULD EQUAL EXPENSE.)

Income: 

Appropriation from the Chapter
$
0.00




Donations (list):




Speaker’s time
$
100.00

Project location
$
50.00





Total Income
$
150.00


Expense: 

Return of Appropriation from the Chapter
$
0.00




Value of Donations (list):



Speaker’s time
$
100.00

Project location
$
50.00




Return to Chapter (Profit)
$
0.00





Total Expense
$
150.00



7. LIST THE SPECIFIC STEPS TO BRING THIS PROJECT TO A SUCCESSFUL 
COMPLETION SHOWING PLANNED DATES FOR EACH STEP.

Date      	Step to be taken

07/03/97	Approve as part of the Chapter Planning Guide.

07/03/97	Get approval from the Board of Directors.

07/03/97	Get approval from the Chapter.

12/15/97	Agree to serve as chairperson.

12/16/97	Call speaker to choose date for the project.	

12/18/97	Confirm date with IDVP.	

01/05/98	Complete the first seven questions of the CPG.

01/22/98	Anticipated date of project.

01/28/98	Thank speaker at next BNI meeting.	

02/05/98	Final report to the chapter.

04/09/98	Complete the CPG.



IMPLEMENTATION AND EVALUATION

8. RECORD ANY REVISION OF THE ORIGINAL PLAN.

No revisions were necessary.


9. LIST SOLUTIONS OR RECOMMENDATIONS FOR A FUTURE CHAIRPERSON.

I would have made more reminder phone calls to people to increase attendance.



10. GIVE SPECIFIC AND MEASURABLE RESULTS FOR EACH GOAL ESTABLISHED.  
DESCRIBE THE IMPACT OF THIS PROJECT ON THE CHAPTER, INDIVIDUAL 
MEMBERS, AND THE COMMUNITY.

Goal Results:

A. To run the project at no cost to the chapter.  – This goal was met.
B. To Increase attendance of General Membership Meetings by having 10 Jaycees present.  – 
This goal was met as 12 members attended.
C. To encourage guest attendance at meetings by having 5 guests present.  --  This goal was met 
as there were 5 guests in attendance.


Project Impact:
	This project involved 15 Jaycees, which is 21% of our chapter, and 5 non-Jaycees.

Benefit to the Individual:
The individual benefits by being educated better as to the needs for Estate Planning.  This 
secures our financial future and minimizes taxes.


Benefit to the Chapter:
The chapter benefits by providing valuable information, increasing attendance at meetings, and 
creating excitement in the chapter.  All who attend will talk about the Jaycee meeting and 
encourage new members to come to a meeting.


Benefit to the Community:
By planning our financial futures and minimizing possible estate tax issues, we’ll all have more 
income to devote to our community.


West St. Louis County Jaycees - Chairman’s Planning Guide		Page 1