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NACADA General Leadership Handbook
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NATIONAL
ACADEMIC ADVISING ASSOCIATION
LEADERSHIP
HANDBOOK
Revised
September 2002
TABLE
OF CONTENTS
INTRODUCTION
ASSOCIATION
POLICIES
NATIONAL
ACADEMIC ADVISING ASSOCIATION
LEADERSHIP
HANDBOOK
Congratulations
on your election to a NACADA Leadership position. This handbook
is designed to assist you in the performance of your responsibilities
as a NACADA Leader.
THE
ORGANIZATION - NACADA was founded in 1979 after a group
of 275 interested persons met in Burlington , VT , at the first
National Conference on Academic Advising. The Association was
chartered as a non-profit corporation in Vermont in 1980 and rechartered
in Kansas in 1992. The Association is classified by the IRS as
a 501(c)3 charitable organization educational association exempt
from income tax. Gifts and contributions to the Association may
be tax deductible because of this status. The Association does
pay sales tax on all purchases unless sales
tax exemption has been approved by a particular state. The
Association functions on a January through December fiscal year
and a September-August or March-February membership year.
See
Appendix A for NACADA Organizational
Chart.
RESPONSIBILITIES
OF LEADERS - The position descriptions outlining the
major responsibilities of each Leadership position are available
on the NACADA web site. Besides the duties unique to each position,
Leaders are responsible for representing their constituencies,
keeping the membership informed of relevant issues through contributions
to the Newsletter, participating in Meetings, nurturing new leadership,
and promoting membership in the Association.
LEADERSHIP
MEETINGS - Most NACADA governing units meet annually
to discuss current issues affecting the Association and to conduct
the business of the Association. These meetings are usually held
immediately preceding, during, or following the Annual National
Conference in the fall. Additional meetings may be called by the
President when deemed necessary. The leaders who meet in the fall
may have some expenses paid or reimbursed by the Association as
detailed under "Policies".
ASSOCIATION
POLICIES
A.
Archives:
-
Each
NACADA leader should deposit with the Association's Archives
at the Executive Office any material of permanent value particularly
as they leave office. (Board action-1/2/82)
-
Items
should include regional calls for presentations, regional conference
programs and proceedings, and all other materials related to
service to the Association.
B.
Meeting Attendance and Reimbursement:
-
NACADA may reimburse all reasonable costs (travel, lodging,
meals) incurred by those attending and participating in special
NACADA meetings. Only one "co-chair" qualifies for
reimbursement.
-
NACADA shall reimburse lodging and reasonable food expenses
of all eligible leaders while attending the meetings prior or
following with the National Conference. Only one "co-chair"
qualifies for reimbursement.
- NACADA
shall not reimburse travel expenses for current office holders
and appointees attending the meetings associated with the National
Conference.
- NACADA
shall not reimburse expenses related to attending the National
Conference along with these meetings. (Board action-3/26/88)
- Meeting
expenses are reimbursed or paid directly at the following rates:
Limited lodging at 1/2 the room rate (paid in full if room is
shared with another), airfare at lowest (at least 14 day advance)
excursion fare or mileage reimbursed at a predetermined rate per
mile (not to exceed the airfare rate), meals for meeting days
are reimbursed only with receipts up to $35 each day (Board Action
10/95). Exceptions to the airfare policy require advance approval
of the Executive Director and must include reasons for the exception
and the amount of additional costs incurred.
- Interest
Group Chairs submit reports for Meetings but do not receive packets
in advance of the meeting and are not eligible for reimbursement
if they choose to attend the meetings.
- Association
representatives assigned to conduct Association orientation and
Association up-date sessions at the regional conferences shall
receive complimentary registration from the Region. Other expenses
will be paid from the Association's General fund in accordance
with the above limitations.
-
In
general, information to be circulated to regions, committees
or commissions should be sent to the NACADA Newsletter for inclusion
in the Association's quarterly publication. Use of the term
"Newsletter" is reserved only for that publication.
(March 26, 1993)
- Other communications
sent directly to members may be sent by the chairpersons or through
the Executive Office.
F.
Inter-association relationships:
-
The
National Academic Advising Association encourages cooperation
and joint programming with other state, regional, or national
organizations that support the purposes of the Association.
(Board action-3/85)
-
Allied
membership with NACADA encourages cooperation and joint programming
with other organizations that support the purposes of NACADA.
G.
Mailing List of Members:
-
Requests for NACADA mailing lists for purposes such as research,
placement, or publications will be considered on a single use
basis only. The appropriateness of providing the list will be
decided by the Associate Director as well as charges and profits
to be realized. Cost of the mailing lists will be based on the
following: educationally related profit-making clients=market
value plus postage costs; educational institution/professional
educational associations=our cost, postage, plus 10%. (amended
4/86)
-
Allied
Memberships: Allied membership is open to sub-regional,
statewide, provincial, metropolitan, institutional, or other
organizations which have purposes consistent with the National
Academic Advising Association and meet the following requirements:
-
Organizational Requirements:
a. Must
have goals consistent with or complementary to NACADA goals.
b. Must
have a mechanism for identification of leadership.
c. Must
have at least one individual in a leadership role with membership
in NACADA.
d. Organization
must have been in existence for at least one year.
e. Must
have a desire to work cooperatively with NACADA.
f.
Must keep NACADA Region Chair apprised of organization's
activities and contact person.
- Benefits
of Allied Membership:
a.
Access and use of mailing lists on a reciprocal basis
in accordance with current NACADA mailing list policy.
b.
Publication of activities in the Regional Communications
at discretion of region chair.
c.
Permission to identify organization as "An Allied
Member of the National Academic Advising Association".
d.
Inclusion of representatives of the allied member
organization on Region steering and planning committees
whenever possible.
e.
An expanded political base from which to advance
the goals of the organization.
f.
NACADA has no legal involvement, connection, or obligation
to the organization.
g.
Through the region chairs, allied members may request
special funds in support of activities in the Regions.
- Benefits to NACADA:
a.
Allows for the promotion of NACADA membership and
participation at meetings of the allied member.
b.
Provides an opportunity/means for heavily populated
NACADA regions to organize by state and sub-regions so that
more people can be actively involved in leadership positions.
c.
Provides the audiences to whom to promote the goals
of NACADA.
d.
Broadens the scope of NACADA to include others who
focus on the development of students in higher education.
e.
Expands our political base to other organizations
supporting student development in higher education and its
funding.
f.
NACADA has no legal involvement, connections, or
obligation to the organization.
- Application
Process:
a.
NACADA Region Chairs will identify and report organizations
promoting academic advising within their regions that may
be interested in allied membership with NACADA. Region chairs
should report the organization's name, activities and contact
person's name to the Executive Office.
b.
The Executive Office will follow up with the formal application
(if not already sent) and a letter to the organization's
leadership describing NACADA, its goals and purposes, and
our desire for their organization to consider allied membership.
c.
The completed application will be shared with the appropriate
region chair.
d.
The application must be accompanied by the appropriate membership
fee to the Executive Office.
- Reporting:
a.
The Regional Division Chair must report the activities of
the allied member organizations to the NACADA Board of Directors
annually, and the names and contact information of the Allied
organization's members as requested via the Region Chairs.
It is the responsibility of the Allied Member to present
evidence of compliance with the guidelines to the NACADA
Regional Division Representative.
-
Conference
sites shall be selected five years in advance and a National
Conference Advising Board designated by the Board shall act
as a representative of the Board in the planning of the conference.
The conferences will rotate between the midwest, east, and west.
(Board actions-10/14/79, 4/81, 10/10/85, 11/89, 10/98)
-
Region
chairs are expected to attend their regional conference.
-
The NACADA Board Representative to the Regional Conference does
not pay the registration fee. Therefore, that person's meals
should be included in the conference budget as a fixed expense.
The Regional Conference Budget may or may not include the Board
Representative's lodging as an expense or complimentary by the
hotel.
ASSOCIATION
PROCEDURES
A.
Meetings:
-
Lodging
arrangements are made through the Executive Office for any special
meetings. Eligible Leaders are responsible for their own reservations
for the fall meetings. Roommates can be coordinated through
the Executive Office.
-
Reimbursements
are made based on submitted forms with appropriate receipts
for all eligible claims. Forms are distributed at the Meetings.
-
By
July 1 of each year each subunit requesting operational funds
for the following fiscal calendar year shall have submitted
a request for funds budget to the Executive Office detailing
each project for which funding is sought and its anticipated
costs.
-
Requests
are reviewed by the Finance Committee and recommendations for
funding of approved items made to the Board at its fall meeting.
-
Communication
with the membership is through the NACADA Newsletter. Deadlines
for submission of information are set by the Newsletter editor.
-
Electronic mail is frequently used by the NACADA Leadership.
A Leadership forum is available as the "NACADALEADERS"
list serve through the internet. NACADA leaders are automatically
added, but may request to be removed. This network is a very
efficient way to communicate with other members of the NACADA
Leadership.
-
Many
NACADA members communicate over the Internet through the ACADV
network and other NACADA members through specific e-mail lists.
D.
Executive Office Assistance:
-
Mailings:
The Executive Office can handle mailings of letters or brochures
to the membership or any subset thereof. This includes labeling
and metering (see printing). All pre-printed self-mailer items,
being sent from the Executive Office, must include the Executive
Office mail permit so it will not need to be added over existing
printing. Call for this information before printing. Direct
costs will be charged to the appropriate account.
-
Mailing
Lists: The Executive Office can provide mailing labels of electronic
mail lists of members or subsets thereof for official business
use. When ordering, please specify:
-
ORDER
of labels- zip (required for bulk mailing) OR
alpha
-
WHO
-only current members OR scope of past years members and any
other subgroup designations (i.e.
single state, specific commission, specific region(s), etc.
-
Pressure sensitive (self-adhesive) labels or ASCII format on
disk or as an e-mail attachment
-
Printing:
The Executive Office can have your NACADA items printed or copied
before mailing. Text can be sent via computer disk, e-mail,
or as camera ready copy. Self-mailer pieces are less expensive
and encouraged.
-
Regional
Conferences: The Executive Office will provide a contract for
regional conference services to be provided to potential host
hotels/facilities. The Executive Office must review hotel contracts
before they are signed, can assist you with hotel negotiations,
and must approve the budget in conjunction with your regional
conferences along with the Region Chair before the registration
fee is set. A conference chair training session is held during
the NACADA national conference each year. See Regional Conference
Chair Handbook.
-
Journal-The
NACADA JOURNAL seeks to enrich the knowledge, skills,
and professional development of people concerned with academic
advising in higher education. Manuscript guidelines are published
in each issue. The NACADA JOURNAL is published twice
each year. A subscription is a benefit of membership in the
Association. Institutional subscriptions are available at $30/year
(two issues). Some back issues are available from the NACADA
Executive Office. Advertisements are accepted in the Journal.
All advertisements must be of professional interest or of use
to NACADA members.
-
Newsletter-The NACADA newsletter, Academic
Advising News, is published and distributed free to the
membership on a quarterly basis. Readers are encouraged to
submit items that would be of interest to other NACADA members.
News about new developments in advising or successful advising
programs on campus is welcome. Helpful advising hints and
Association news is included.
-
Reports-Occasionally,
the Association commissions specific groups to report on current
issues within the profession. The reports of these groups
are available through the Executive Office.
-
Monographs-The
Association coordinates a series of monographs intended to stimulate
action in new areas of academic advising practice and research,
as well as to provide contemporary viewpoints regarding the
many facets of academic advising and the Association. Monographs
are available through the Executive Office.
-
Association
stationery and envelopes are available from the Executive Office
for use by leaders for Association communications. The Executive
Office can also provide "camera-ready" NACADA logos
for use on official NACADA publications.
-
Of
course, institutional contributions of supplies in support of
Association activities is greatly appreciated. However, if necessary,
NACADA will reimburse institutions' NACADA leaders for supplies
used in the conduct of NACADA official activities if requested
and approved in your NACADA annual budget.
G.
Collaborative Relationships with External Organizations
-
The
Executive Office will propose appropriate organizations with
which to seek partnerships to the Board of NACADA. The Board
will agree on a priority list relative to the selected organizations
and recommend other appropriate organizations for consideration.
Potential contacts within the selected organizations should
be identified.
-
The
Executive Office will initiate a contact with the organizations
approved by the Board to discuss possible ways the organizations
could collaborate/partner.
-
A
proposal for a particular collaborative agreement will be drafted
after conversations with appropriate members of the Board from
both organizations.
-
NACADA
will provide support for collaborative efforts through the Executive
Office budget. All requests for funds should be submitted in
the form of a proposal to the Executive Office.
-
All
collaborative agreements must have a NACADA member listed as
the official contact. This contact person (or designee) is responsible
for supporting and implementing the agreement in collaboration
with the staff in the NACADA Executive Office. (Board vote,
October, 1999)
-
To
reduce duplication and be more economically responsible, any
NACADA group wishing to survey all or part of the NACADA membership
will need to submit a survey component through the regular budgeting
process. The Executive Office will ascertain whether or not
the information to be gathered could be accomplished in a combined
survey instrument and forward the document to the Executive
Office.
-
If
the same goal(s) can be accomplished by a combined survey, surveys
will be combined. If it is not possible to combine survey questions,
separate surveys will be budgeted.
-
Only
those surveys approved via this process will be conducted (or
costs reimbursed to the various institutions).
-
Any
survey that is appropriate for the full membership should be
included in the newsletter mailing or conducted online through
the NACADA web site.
-
Assimilation,
production, publication, collection, compilation, and report
distribution will be handled by the NACADA Executive Office.
(Board vote, March, 1996)
HISTORY
OF
THE
NATIONAL ACADEMIC ADVISING ASSOCIATION
From
its beginning the leadership of NACADA has been committed to the
belief that the membership's commitment is to academic advising
as a process rather than to individual academic advisors. Through
that commitment, the Association's original statement of purpose
is as true today as it was at NACADA's creation in 1979: The purpose
of the National Academic Advising Association is to promote the
quality of Academic advising in institutions of higher education,
and to this end, it is dedicated to the support and professional
growth of academic advising and advisors.
The
University of Vermont, through the leadership of Toni Trombley,
sponsored the first National Conference on Academic Advising on
October 17-19, 1977, in Burlington, Vermont. There, 275 educators
gathered to share their enthusiasm for, frustration with, and
commitment to the improvement of academic advising. This conference
laid the foundation for a succession of annual national and regional
conferences. Task forces formed during this conference continued
the focus on Academic Advising and began to lay the groundwork
for the Association. The Association was officially named at the
second national conference in Memphis, Tennessee, in 1978 and
incorporated in the State of Vermont in May of 1979. The new Association's
by-laws were ratified at the third national conference in Omaha,
Nebraska, in 1979 and the first membership drive yielded 429 charter
members. 1979 brought the first elected Executive Cabinet and
the establishment of the newsletter. In 1981, the Association
produced its first Journal. Numerous other member services have
evolved in the years since, inspiring membership growth at a rate
of 12-14% annually. An Executive Office was established at Kansas
State University in 1990 and the organization was re-chartered
as a Kansas Corporation in 1992 with 501(c)3 status.
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