How to track more relationships, using a Google doc Names List or ChapterBuilder, to recruit the best people for your group.

Your organization does great things, and in order to do great things, you need great people. What if you had better relationships with more high quality people?

At TechniPhi, Inc, we believe more high quality members in fraternities and sororities makes the world a better place. We studied best practices from top performing teams, and created ChapterBuilder specifically to help fraternities and sororities recruit. This post will show you the familiar standard of tracking potential new members — the google doc names list — and show how basic knowledge of that tool can help you get started in ChapterBuilder.

Have you ever seen one of these?

Google Doc Names List - the tried and true standard for fraternity and sorority recruitment... an outdated practice.

Google Doc Names List – the tried and true standard for fraternity and sorority recruitment… quickly becoming an outdated practice.

Up until now, top performing fraternity and sorority chapters have used this tool (the google doc names list) to track relationships with potential new members (PNMs). If you’re not tracking relationships with PNMs — that’s ok — let me share a story to capture why you might consider tracking.

For the past 9 months, I have been working towards a long-term goal: completing an Ironman. For those who don’t know, an Ironman is a 140 mile race involving swimming, biking, and running. To prepare for this goal, I know I’ve needed to continuously improve my running ability, so each time I run I use my phone to track my mile times. Here is a graph of my mile times:

When we track progress, we make progress. When we stop tracking, one of two things usually happens: 1) we make no progress or 2) our progress begins to reverse.

In the example you can see when there is consistent tracking, mile times generally improved. On the contrary, you can see when tracking stopped, mile times showed no progress or worsened. In the same way that tracking helps improve running, if you want to have a top recruiting chapter, tracking is essential to ensure performance.

Here are 4 steps to begin tracking relationships with PNMs:

1) Keep a list of potential new members where all of your existing members can contribute people they know.

2) Everyone should track interactions as they get to know each PNM — on your names list, each member should have the ability to write and view notes.

3) Look for specific characteristics in a PNM that matches your organization’s values. Take note in your names list.

4) Establish a repeatable process to see which PNMs are most promising — use a Status ranking system to track each PNM through the process.

By now you might be asking, “If we can track relationships in Google Docs, why do we need ChapterBuilder?” While we’ve seen many advantages to tracking in ChapterBulder, groups have confirmed that if we make tracking easier, we will track more often. ChapterBuilder makes tracking easier. Let’s face it — sometimes the person who’s great at forming relationships is not the person who enjoys using google doc spreadsheets.

We’re constantly working to make ChapterBuilder the easiest way to track relationships, so you can focus on meeting more people — helping you be more selective than ever before — when you’re focused on recruiting the best people for your group.

What goals have you set in your chapter and how do you track them?

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