Mortar Board Officer Position Descriptions

revised 2 Mar 2023, using the current National Governing Document/By-laws
For a typical year in Mortar Board, see here

1) President
National Constitution:

The president shall call all meetings and preside over them, vote upon the selection of new members, vote upon all other matters in case of a tie, vote upon requests, be responsible for chapter orientation, ensure that new officers are trained and officer transition takes place, and appoint all committees. The president shall send required chapter reports to the National Office. If necessary, the president may appoint a designated alternate to serve as the conference delegate. The president shall hold no other chapter office.
Advisor advice:  This person should hold the chapter's interests *first*, for the current year, the next year and ten years in the future.  The president "builds the group, keeps it together and sets the pace" for the chapter, and should spend much time talking to all of the members (not just officers).  IDEALLY, the President should be a "delegator-in-chief", a motivator and a cheerleader, and have good time management and organizational skills, keeping both the "Big Picture" and "details" in mind.  If members do not participate, it is first the president's responsibility (then others') to reach out to encourage them back to active status.  The president should build consensus in the chapter for all decisions, to get members invested in chapter activities and goals.  The president should not be a "do-er".  The president should help others be "do-ers", and help others grow in leadership by taking on projects and responsibilities.  If the president ends up having to do tasks, especially those described for other officers including the selection, tapping and orientation of new members, it is not healthy for the chapter.  The president should be strong enough to step back and let others lead when it is too hard to do it alone to avoid hurting the chapter or burning out.  Otherwise, if the president "does everything", members can drift away because they are not involved.  The president should at the least take at least one "vacation" per year and let the VP lead a meeting to get experience.  With all this said, we are each human, and sometimes the president needs to step in and lead activities beyond official duties.  But, that should be in rare and exceptional circumstances, and not be the way things happen most of the time. 

2) Vice President
National Constitution:
Unless the chapter's bylaws Indicate that another officer should assume these responsibilities, the vice president shall preside and perform the duties of the office of the president in the case of the temporary absence or disability of the president.
Advisor advice: In the event that the president does not carry out the duties above, the VP should step in.  In particular, the chapter should meet at least once every 2-3 weeks during the fall and spring semesters, in person if conditions permit.  Mortar Board is about building connections between members so we can learn from each other, and we need to meet to do that.  If during these semesters two weeks pass and  no meeting is called for the following week, the VP should call one.  If the VP does not call one, one of the other officers should.  The president and VP should speak to the advisors sometime in advance of each meeting, if nothing else than to discuss the agenda, because the advisors hold the "chapter memory".

3) Secretary
National Constitution:
The secretary shall keep the Minutes of each meeting and conduct the necessary correspondence. The secretary shall notify new members of their selection and shall notify all members and advisors of each meeting.
Advisor advice: The secretary should ensure that each member has timely access to minutes (ideally the next day) after a meeting.  They should be posted on the UL RSO Engage facility and e-mailed as well for member access and to preserve multiple copies.  Google docs and the like are not a good long-term storage destination, can be easily deleted by accident or intention, and may not be accessible to all members.  It would be a good idea for the secretary to circulate an agenda in advance of each meeting, too.

4) Treasurer
National Constitution:

The treasurer shall have charge of all finances, collect fees, pay bills and submit a report to the chapter on a regular basis, as determined by the chapter. The treasurer shall be responsible for the chapter financial report, submit any forms required by the Internal Revenue Service, if necessary, and make an annual report to the National Office.

Advisor advice: The treasurer should aim for complete financial transparency, give a financial report each month, ensure that there is a paper  trail (payment by check) for all expenditures, give an annual budget to the chapter for approval at the beginning of fall semester, and (co-)sponsor a full chapter vote with discussion  at a meeting for all expenditures.  The treasurer must co-sign each check with one of the advisors on the chapter bank account, and should advise the chapter to ensure that it does not spend more than it earns in a given year.


5) Director of Communications
National Constitution:
The director of communications shall be responsible for chapter publicity and shall act as correspondent to the Mortar Board Forum. As such, the director of communications shall be responsible for submitting a minimum of one contribution per academic year.

Advisor advice: This job has in recent years involved heading up our chapter social media presence:  Facebook, Twitter, Instagram etc.

6) Historian
National Constitution:
The chapter historian shall compile and maintain a chapter history and update the chapter’s file in the national archives.
Advisor advice: The historian should take many pictures and organize them for social media and the chapter website.

7) Membership Chair
National Constitution:
The chapter membership chair shall be responsible for organizing and implementing the selection, tapping and initiation of new members.
Advisor advice: The membership chair should be aware of opportunities throughout the academic year to advertise the chapter to potential future applicants, including freshmen and sophomores for the future when they become eligible.  The membership chair should run the selection meeting, which can be long but which should also be a chance for fun and perhaps a meal as well.  The membership chair should also aim to recruit *at least* one Honorary Member per recruitment session.  They can help our chapter very much!  See our current list here.

8) Alumni Chair
National Constitution:
The alumni chair shall act as liaison with area and chapter alumni and shall establish and maintain a mailing list of chapter alumni for both local and National Office records.
Advisor advice: The alumni chair should be active on the chapter Facebook and LinkedIn alumni groups, which make communication with alumni easy.  At least one alumnus/alumna should speak with the chapter per year.

See the current Pallas chapter constitution here for local officer descriptions, which are similar.

GENERAL ADVISOR ADVICE - ASSISTANTS: The VP is the president's assistant.  Each other officer should have at least one assistant, too.  This (1) divides up the work, (2) keeps people involved and (3) has a person who should automatically take over if an officer graduates, drops out, gets busy or otherwise does not get tasks done.  Every member in the chapter should have a role, even a small one, to have a sense of connection and responsibility.


Past offices which have been useful:

The Pallas Chapter has had other officer positions in the past, and is free to create them or other officer positions again.
These include:

Service Chair: responsible for finding service opportunities for the chapter, collaboration with other Registered Student Organizations (RSOs) and people to lead service projects. 
Advisor advice: We are a service organization!  Doing service together (including as a contribution with another RSO) bonds us and is much better than doing service individually.

Flower Chair + assistant(s): responsible for flower sales at graduation each semester (May and December). 
Advisor advice: This is our primary fundraising program.  It is too much to add to another officer's responsibilities. It can be easy to burn out officers (especially the president) by having them head up too many tasks/projects.

Social Chair: responsible for social activities (typically 1-2/semester).

Webmaster: responsible for keeping current the chapter website, which is good both for advertising our chapter and as an openly accessible archive of our activities.

Fundraising Chair: responsible for fundraising other than flower sales at graduation.

Suggested offices:

Parliamentarian:  responsible for keeping a polite atmosphere and helping the presiding officer by ensuring that meetings run in an orderly manner and keep to time, using Robert's Rules as a guide, also to ensure that the chapter/national constitutions are followed at all times.
Advisor advice: Keep meetings to one hour, in general.  Socializing can be done afterward if people wish.

Meeting Program Chair: responsible for finding a short (10-15 minute) fun/enriching program activity for each meeting, so that members get something out of them in addition to dry "business meetings".  This can include ice breakers, guest visits (in person or electronic) by alumni, members of the University administration, representatives from the National Office or other chapters, civic leaders, scholarship or leadership tips, videos on scholarship/leadership/service for discussion, research, leadership or service activities done by chapter members etc.

Trunk-or-Treat Chair plus assistant(s):  responsible for running Trunk-or-Treat, our big event in October.  It is a lot of work and is a lot to add to another officer's responsibilities if that person's
first job is already heavy (e.g. president).