1. Have you met PAM?Phi Theta Kappa’s Personal Assistant Manager Presented by: Margo Hamm KY Regional Coordinator

2. 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.

3. Pam’s Dashboard PAM’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.

4. Online Acceptance PAM 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.

5. Understanding Functions of the Task List

6. News and Communications Breaking 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

7. Enrollment and Reporting Reporting 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.

8. Enrollment Steps Step 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.

9. 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.

10. Induction

11. Chapter Account

12. Chapter Management Member 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

13. Chapter Leadership

14. Chapter Development and Awards Program

15. Honors Program

16. Civic Engagement

17. New Program Competitive 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.

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

19. Questions? Contact information: Margo.Hamm@kctcs.edu or 606-759-7141 ext. 66125 Or contact HQ @ 800.946.9995 Ext. 3561