have you met pam margo

Have you met PAM?Phi Theta Kappa’s

Personal Assistant ManagerPresented by: Margo Hamm KY Regional Coordinator

What is PAM?Personal Assistant Manager (PAM), is an

innovative tool designed to reduce the chapter advisor’s workload. Utilizing state-of-the-art technology, PAM provides advisors with a comprehensive, at-a-glance view of chapter activity to assist them with their chapter administrative tasks.

Pam’s DashboardPAM’s comprehensive

dashboard Makes it possible for

advisors to check the status of their chapter by condensing data to one page,

Allows advisors to update member and chapter officer contact data,

And gives advisors access to outstanding invoices providing stronger control and management of chapter finances.

Online AcceptancePAM also enables eligible students to

complete applications and pay membership fees online utilizing a PAM-generated link and passcode included in their letter of invitation. Headquarters distributes the fees to the regions and chapters freeing advisors to spend their time providing leadership and guidance rather than collecting fees.

Understanding Functions of the Task List

News and CommunicationsBreaking News Calendar Advisor Golden Key News Briefs Leading Leaders Briefs Advisor Electronic Mailing List Chapter Site Toolkits Phi Theta Kappa Newspaper Advertisements Advisor Corner Phi Theta Kappa Site

Enrollment and ReportingReporting new members in PAM begins with

identifying potential new members or eligible students and following the process through Orientation, reporting new members to Headquarters and conducting the formal induction ceremony.

Enrollment StepsStep 1 - Request File from Registrar – determine

eligibility requirements for membership in your chapter. Request comma delimited file from Registrar of students that meet the requirements for membership, these are your Eligible Students for the current term (semester) or your Enrollment Period.

Step 2 - Opening Your Enrollment Period – select ways students may complete applications and pay fees. Also sets Orientation location and dates, Induction Ceremony location and dates, and membership application acceptance dates. There should be one Enrollment Period per semester at your school.

Step 3 - Load Eligible Students – load the registrar’s file of eligible students. If in Excel format open in Excel and save as csv format.

Step 4 - Print and Mail Invitation Letters - Under Manage Eligible Students menu - Invitation Letter Inserts and Mailing Labels https://www.ptk.org/Enrollment/invitation_wait.go?page=invitation_list.go

Step 5 - Manage Eligible Students –  Mark students as paid and application complete if not allowing online acceptance and then submitting those paid to headquarters. Edit can be done under menu - Manage Eligible Students - Search Eligible Students.

Induction

Chapter Account

Chapter ManagementMember Search/Export Membership Revocation Form Membership Transfer Form Replacement or Correction Certificate

Request Form Advisor Update Form Chapter Officer Reporting Member Change of Address Form Recognitions Catalog Chapter Annual Report

Chapter Leadership

Chapter Development and Awards Program

Honors Program

Civic Engagement

New ProgramCompetitive Edge

Five Star Competitive Edge is a professional development plan to enhance members' soft skills - critical thinking, communication, teamwork and more - to make them more competitive for scholarships, transfers and future careers.

Advisor participation is not required for members to participate in the program. However, advisors can track their members' participation by logging into Competitive Edge using their PAM username and password.

PAM Demo: https://www.ptk.org/pam/login.do

Questions?Contact information:

Margo.Hamm@kctcs.edu or 606-759-7141 ext. 66125

Or contact HQ @ 800.946.9995 Ext. 3561