The Chapter Plan is designed to assist chapter leadership and members in developing their chapter goals and the strategies that will be used to achieve those goals. Remember that the Annual Report is judged according to the evaluation and achievement of objectives as stated in the Chapter Plan. A successful Chapter Plan clearly defines the chapter’s strengths and weaknesses and how the chapter plans to overcome and/or take advantage of these.

For inspiration in building your Chapter Plan, you can review the Chapter Plans and Annual Reports from this past year’s Top 25 Collegiate Chapters. Reviewing these can be helpful in understanding what makes a good chapter tick and gaining insights into what top chapters are doing (these are great resources for a new chapter). All Collegiate Chapters are required to submit a Chapter Plan and Annual Report to remain affiliated, regardless if your chapter is competing for a Top Chapters or Functional awards. If your chapter cannot submit a chapter plan due to circumstances with limited resources, you can submit a temporary report (this report will allow your chapter to remain in good standing. However, it will not be eligible to compete in the Top Chapters or Functional awards). To access the Chapter Plan/Annual Report Temporary Form, click here.

The Chapter Plan and Annual Report form the basis for the judging process for the Annual Recognition Awards Program (Top Chapters and Functional Awards) that are presented at the International Collegiate Conference (ICC), and the Chapter Plan must be submitted on time during the Fall Semester to qualify for an award. Note: During the submission, don’t forget to indicate if your chapter wants to participate and compete in the judging process for Top Chapters and Functional awards.

Planning and Developing a Chapter Plan

Follow these steps and make sure to address them in your plan.

• Mission State for the Chapter Plan
• Chapter’s Strengths and Weaknesses
• Chapter’s Goals, Objectives, and DEI
• Professional Development
• Community and Social Impact
• Fundraising
• Membership (also include numbers for student conversions for the free 1-year membership)
• Internal/External Communications
• Chapter Operations
• Calendar of Events
• Budget
• Presentation

Guidelines and Verification Form

• Access and download the Chapter Plan Guidelines & Verification Form.
  • Remember: Before you upload the Chapter Plan Verification form – make sure that your form has both the Faculty Advisor and Chapter President’s signatures and date. Note: Digital signatures or typed-out signatures will be accepted.
• Chapter membership totals can be found by visiting your chapter’s Community Admin Portal.
  • Chapter Leaders: Advisors and Chapter Presidents have access to membership data on-demand via the Community Admin Portal. If you need assistance to access your community admin portal or need your chapter’s credentials, please contact the AMA Support Center at membersupport@ama.org.

Submission Process and Deadlines

All collegiate chapters can upload their Chapter Plan and Verification Form using the link below.

• FY25 Chapter Plan Review (before submitting)
  • Make sure your plan covers and includes all planning and development items.
  • The faculty advisor and chapter president’s signatures and dates are included on the verification form.
  • Make sure your plan is saved as a PDF with the correct file name format (see below).
• FY25 Chapter Plan Submission Deadline
  • All Chapter Plans are due by the extended date of Wednesday, October 16, 2024, no later than Noon CT (1:00 p.m. EST / 11:00 a.m. MST / 10:00 a.m. PST).
• FY25 Chapter Plan Submission Link (located at the top of the page)
  • Remember: Before you submit your Chapter Plan, make sure your file is saved using the File Name Format (Example File Name: Full University Name_FY25_Chapter Plan.PDF). Note: Please include full university/college name as we serve over 300+ collegiate chapters and if you need to resubmit your plan, please add “update” at the end of the file name to ensure we accept the correct chapter plan.

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Questions?

Contact AMA Customer Support at membersupport@ama.org.