2010 Club Self -Assessment

Question Title

* 1. General Information. Please include Club name and Contact information if you would like to be entered into the prize drawing or to receive ranking results.

Club Name:

Contact Name:

Contact Email name:

Contact Phone number:

Number of partners:

Year club started:

Question Title

* 2. Club Administration

	Always	Frequently	Sometimes	Never
Do partners receive IRS Form K-1 by March 15?	Do partners receive IRS Form K-1 by March 15? Always	Do partners receive IRS Form K-1 by March 15? Frequently	Do partners receive IRS Form K-1 by March 15? Sometimes	Do partners receive IRS Form K-1 by March 15? Never
Does the club verify that the club's tax return was filed on time?	Does the club verify that the club's tax return was filed on time? Always	Does the club verify that the club's tax return was filed on time? Frequently	Does the club verify that the club's tax return was filed on time? Sometimes	Does the club verify that the club's tax return was filed on time? Never
Is an verification of the financial records a quarterly event?	Is an verification of the financial records a quarterly event? Always	Is an verification of the financial records a quarterly event? Frequently	Is an verification of the financial records a quarterly event? Sometimes	Is an verification of the financial records a quarterly event? Never
Do partners get a Valuation Statement at each meeting (or has online access via bivio or Iclub Online Accounting?	Do partners get a Valuation Statement at each meeting (or has online access via bivio or Iclub Online Accounting? Always	Do partners get a Valuation Statement at each meeting (or has online access via bivio or Iclub Online Accounting? Frequently	Do partners get a Valuation Statement at each meeting (or has online access via bivio or Iclub Online Accounting? Sometimes	Do partners get a Valuation Statement at each meeting (or has online access via bivio or Iclub Online Accounting? Never
Do partners get a Member Status Report at each meeting (or has online access via bivio or Iclub Online Accounting)?	Do partners get a Member Status Report at each meeting (or has online access via bivio or Iclub Online Accounting)? Always	Do partners get a Member Status Report at each meeting (or has online access via bivio or Iclub Online Accounting)? Frequently	Do partners get a Member Status Report at each meeting (or has online access via bivio or Iclub Online Accounting)? Sometimes	Do partners get a Member Status Report at each meeting (or has online access via bivio or Iclub Online Accounting)? Never
Does at least one partner other than the one who prepares the club's monthly financial reports reconcile the club's cash and security holdings with the club's brokerage and bank statements?	Does at least one partner other than the one who prepares the club's monthly financial reports reconcile the club's cash and security holdings with the club's brokerage and bank statements? Always	Does at least one partner other than the one who prepares the club's monthly financial reports reconcile the club's cash and security holdings with the club's brokerage and bank statements? Frequently	Does at least one partner other than the one who prepares the club's monthly financial reports reconcile the club's cash and security holdings with the club's brokerage and bank statements? Sometimes	Does at least one partner other than the one who prepares the club's monthly financial reports reconcile the club's cash and security holdings with the club's brokerage and bank statements? Never

Question Title

* 3. Club Administration

	Yes	No	Don't Know
Do you use a unit-based accounting system?	Do you use a unit-based accounting system? Yes	Do you use a unit-based accounting system? No	Do you use a unit-based accounting system? Don't Know
Does your club keep it's financial records using one of the available commercial software tools designed for that purpose (bivio.com, myiclub.com or Club Accounting 3.)?	Does your club keep it's financial records using one of the available commercial software tools designed for that purpose (bivio.com, myiclub.com or Club Accounting 3.)? Yes	Does your club keep it's financial records using one of the available commercial software tools designed for that purpose (bivio.com, myiclub.com or Club Accounting 3.)? No	Does your club keep it's financial records using one of the available commercial software tools designed for that purpose (bivio.com, myiclub.com or Club Accounting 3.)? Don't Know
Does anyone besides the Treasurer have copies (whether of computer disks or manual records) of your club's financial records?	Does anyone besides the Treasurer have copies (whether of computer disks or manual records) of your club's financial records? Yes	Does anyone besides the Treasurer have copies (whether of computer disks or manual records) of your club's financial records? No	Does anyone besides the Treasurer have copies (whether of computer disks or manual records) of your club's financial records? Don't Know

Question Title

* 4. Chapter Administration

	90% or higher:	80% to 89%	60% to 79%	40% to 59%	less than 40%
How many of your partners are BetterInvesting/NAIC members?	How many of your partners are BetterInvesting/NAIC members? 90% or higher:	How many of your partners are BetterInvesting/NAIC members? 80% to 89%	How many of your partners are BetterInvesting/NAIC members? 60% to 79%	How many of your partners are BetterInvesting/NAIC members? 40% to 59%	How many of your partners are BetterInvesting/NAIC members? less than 40%
On average, how many partners attend club meetings?	On average, how many partners attend club meetings? 90% or higher:	On average, how many partners attend club meetings? 80% to 89%	On average, how many partners attend club meetings? 60% to 79%	On average, how many partners attend club meetings? 40% to 59%	On average, how many partners attend club meetings? less than 40%

Question Title

* 5. Club Administration

	Monthly or more	Bimonthly	Quarterly	Less Frequently
What is the frequency of club meetings? (choose one closest to your club's frequency)	What is the frequency of club meetings? (choose one closest to your club's frequency) Monthly or more	What is the frequency of club meetings? (choose one closest to your club's frequency) Bimonthly	What is the frequency of club meetings? (choose one closest to your club's frequency) Quarterly	What is the frequency of club meetings? (choose one closest to your club's frequency) Less Frequently

Question Title

* 6. Club Administration

	Yes	No
Does your club have a written mission statement?	Does your club have a written mission statement? Yes	Does your club have a written mission statement? No
Does the club have a written record of its purchases?	Does the club have a written record of its purchases? Yes	Does the club have a written record of its purchases? No
Does the club have a written record of its reasons for each purchase?	Does the club have a written record of its reasons for each purchase? Yes	Does the club have a written record of its reasons for each purchase? No
Does the club have a written record of its sales?	Does the club have a written record of its sales? Yes	Does the club have a written record of its sales? No
Does the club have a written record of its reasons for each sale?	Does the club have a written record of its reasons for each sale? Yes	Does the club have a written record of its reasons for each sale? No
Does your club rotate the club officer positions (especially Treasurer) on a regular basis?	Does your club rotate the club officer positions (especially Treasurer) on a regular basis? Yes	Does your club rotate the club officer positions (especially Treasurer) on a regular basis? No
Does your club divide the the job of Treasurer amont two treasurers (co-treasurers)?	Does your club divide the the job of Treasurer amont two treasurers (co-treasurers)? Yes	Does your club divide the the job of Treasurer amont two treasurers (co-treasurers)? No
Is any partner responsible for presiding over the club meeting?	Is any partner responsible for presiding over the club meeting? Yes	Is any partner responsible for presiding over the club meeting? No
Do club meetings follow an agenda?	Do club meetings follow an agenda? Yes	Do club meetings follow an agenda? No
Is the agenda followed and usually completed by the end of the meeting?	Is the agenda followed and usually completed by the end of the meeting? Yes	Is the agenda followed and usually completed by the end of the meeting? No

Question Title

* 7. Club Administration

	Before the meeting	At the meeting	Pre-established	N/A (no agenda)
When is the agenda distributed to the partners?	When is the agenda distributed to the partners? Before the meeting	When is the agenda distributed to the partners? At the meeting	When is the agenda distributed to the partners? Pre-established	When is the agenda distributed to the partners? N/A (no agenda)

Question Title

* 8. Club Administration: Does your club have language in your partnership agreement, bylaws or other written policies or procedures to cover the following situations:

	Yes	No
Non-participating partners	Non-participating partners Yes	Non-participating partners No
Payoff of departing members	Payoff of departing members Yes	Payoff of departing members No
Requirements for new partners	Requirements for new partners Yes	Requirements for new partners No
Partners who miss meetings	Partners who miss meetings Yes	Partners who miss meetings No

Question Title

* 9. Club Administration

	Always	Sometimes	Infrequently	Never
How often are the procedures for non-participating partners followed:	How often are the procedures for non-participating partners followed: Always	How often are the procedures for non-participating partners followed: Sometimes	How often are the procedures for non-participating partners followed: Infrequently	How often are the procedures for non-participating partners followed: Never
How often are the procedures for partners who miss meetings followed:	How often are the procedures for partners who miss meetings followed: Always	How often are the procedures for partners who miss meetings followed: Sometimes	How often are the procedures for partners who miss meetings followed: Infrequently	How often are the procedures for partners who miss meetings followed: Never

Question Title

* 10. Club Administration

	Yes or At Max Size	No or Need New Members
Does your club have a plan for attracting new partners?	Does your club have a plan for attracting new partners? Yes or At Max Size	Does your club have a plan for attracting new partners? No or Need New Members

Question Title

* 11. Club Investing Techniques

	90% to 100%	80% to 89%	70% to 79%	60% to 69%	50% to 59%	40% to 49%	Less than 40%
How many of your partners know how to complete a Stock Selection Guide?	How many of your partners know how to complete a Stock Selection Guide? 90% to 100%	How many of your partners know how to complete a Stock Selection Guide? 80% to 89%	How many of your partners know how to complete a Stock Selection Guide? 70% to 79%	How many of your partners know how to complete a Stock Selection Guide? 60% to 69%	How many of your partners know how to complete a Stock Selection Guide? 50% to 59%	How many of your partners know how to complete a Stock Selection Guide? 40% to 49%	How many of your partners know how to complete a Stock Selection Guide? Less than 40%

Question Title

* 12. Club Investing Techniques

	75% to 100%	50% to 74%	25% to 40%	Less than 24%
How many partners do an SSG presentation at least once a year?	How many partners do an SSG presentation at least once a year? 75% to 100%	How many partners do an SSG presentation at least once a year? 50% to 74%	How many partners do an SSG presentation at least once a year? 25% to 40%	How many partners do an SSG presentation at least once a year? Less than 24%

Question Title

* 13. Club Investing Techniques

	Always	Sometimes	Infrequently	Never
How frequently does your club use the SSG to evaluate a stock prior to a purchase decision?	How frequently does your club use the SSG to evaluate a stock prior to a purchase decision? Always	How frequently does your club use the SSG to evaluate a stock prior to a purchase decision? Sometimes	How frequently does your club use the SSG to evaluate a stock prior to a purchase decision? Infrequently	How frequently does your club use the SSG to evaluate a stock prior to a purchase decision? Never
How often does your club consider the "other 20%" before purchasing a stock? The "other 20%" is considered research beyond what is found on the SSG and includes things like analyzing financial statements, reading company's annual report, reading analyst reports (e.g., ValueLine, Morningstar, S&P Reports, etc.), reading current news on the company, etc.?	How often does your club consider the "other 20%" before purchasing a stock? The "other 20%" is considered research beyond what is found on the SSG and includes things like analyzing financial statements, reading company's annual report, reading analyst reports (e.g., ValueLine, Morningstar, S&P Reports, etc.), reading current news on the company, etc.? Always	How often does your club consider the "other 20%" before purchasing a stock? The "other 20%" is considered research beyond what is found on the SSG and includes things like analyzing financial statements, reading company's annual report, reading analyst reports (e.g., ValueLine, Morningstar, S&P Reports, etc.), reading current news on the company, etc.? Sometimes	How often does your club consider the "other 20%" before purchasing a stock? The "other 20%" is considered research beyond what is found on the SSG and includes things like analyzing financial statements, reading company's annual report, reading analyst reports (e.g., ValueLine, Morningstar, S&P Reports, etc.), reading current news on the company, etc.? Infrequently	How often does your club consider the "other 20%" before purchasing a stock? The "other 20%" is considered research beyond what is found on the SSG and includes things like analyzing financial statements, reading company's annual report, reading analyst reports (e.g., ValueLine, Morningstar, S&P Reports, etc.), reading current news on the company, etc.? Never

Question Title

* 14. Club Investing Techniques

	Always	Sometimes	Infrequently	Never	Don't know what this is
Does your club use the Stock Comparison Guide in purchase decisions?	Does your club use the Stock Comparison Guide in purchase decisions? Always	Does your club use the Stock Comparison Guide in purchase decisions? Sometimes	Does your club use the Stock Comparison Guide in purchase decisions? Infrequently	Does your club use the Stock Comparison Guide in purchase decisions? Never	Does your club use the Stock Comparison Guide in purchase decisions? Don't know what this is
Does your club analyze PERT Worksheet "A" before purchasing a stock?	Does your club analyze PERT Worksheet "A" before purchasing a stock? Always	Does your club analyze PERT Worksheet "A" before purchasing a stock? Sometimes	Does your club analyze PERT Worksheet "A" before purchasing a stock? Infrequently	Does your club analyze PERT Worksheet "A" before purchasing a stock? Never	Does your club analyze PERT Worksheet "A" before purchasing a stock? Don't know what this is
Does your club use PERT Worksheet "A" as a portfolio management tool (i.e., after purchase of a stock)?	Does your club use PERT Worksheet "A" as a portfolio management tool (i.e., after purchase of a stock)? Always	Does your club use PERT Worksheet "A" as a portfolio management tool (i.e., after purchase of a stock)? Sometimes	Does your club use PERT Worksheet "A" as a portfolio management tool (i.e., after purchase of a stock)? Infrequently	Does your club use PERT Worksheet "A" as a portfolio management tool (i.e., after purchase of a stock)? Never	Does your club use PERT Worksheet "A" as a portfolio management tool (i.e., after purchase of a stock)? Don't know what this is
Does your club use the Portfolio Management Guide (PMG) report?	Does your club use the Portfolio Management Guide (PMG) report? Always	Does your club use the Portfolio Management Guide (PMG) report? Sometimes	Does your club use the Portfolio Management Guide (PMG) report? Infrequently	Does your club use the Portfolio Management Guide (PMG) report? Never	Does your club use the Portfolio Management Guide (PMG) report? Don't know what this is
When analyzing a stock for possible purchase, does your club make an attempt to identify and/or calculate certain averages, such as historical growth rates, Pre-Tax Profit Margin and Return on Equity, for the industry in which the company competes?	When analyzing a stock for possible purchase, does your club make an attempt to identify and/or calculate certain averages, such as historical growth rates, Pre-Tax Profit Margin and Return on Equity, for the industry in which the company competes? Always	When analyzing a stock for possible purchase, does your club make an attempt to identify and/or calculate certain averages, such as historical growth rates, Pre-Tax Profit Margin and Return on Equity, for the industry in which the company competes? Sometimes	When analyzing a stock for possible purchase, does your club make an attempt to identify and/or calculate certain averages, such as historical growth rates, Pre-Tax Profit Margin and Return on Equity, for the industry in which the company competes? Infrequently	When analyzing a stock for possible purchase, does your club make an attempt to identify and/or calculate certain averages, such as historical growth rates, Pre-Tax Profit Margin and Return on Equity, for the industry in which the company competes? Never	When analyzing a stock for possible purchase, does your club make an attempt to identify and/or calculate certain averages, such as historical growth rates, Pre-Tax Profit Margin and Return on Equity, for the industry in which the company competes? Don't know what this is
Does your club use the Challenge Tree or some other systematic approach to evaluate replacing existing holdings with better holdings?	Does your club use the Challenge Tree or some other systematic approach to evaluate replacing existing holdings with better holdings? Always	Does your club use the Challenge Tree or some other systematic approach to evaluate replacing existing holdings with better holdings? Sometimes	Does your club use the Challenge Tree or some other systematic approach to evaluate replacing existing holdings with better holdings? Infrequently	Does your club use the Challenge Tree or some other systematic approach to evaluate replacing existing holdings with better holdings? Never	Does your club use the Challenge Tree or some other systematic approach to evaluate replacing existing holdings with better holdings? Don't know what this is

Question Title

* 15. Club Investing Techniques

	75% to 100%	50% to 75%	Less than 49%
How many of your partners have computers?	How many of your partners have computers? 75% to 100%	How many of your partners have computers? 50% to 75%	How many of your partners have computers? Less than 49%
How many of your partners have access to the Internet?	How many of your partners have access to the Internet? 75% to 100%	How many of your partners have access to the Internet? 50% to 75%	How many of your partners have access to the Internet? Less than 49%
How many of your partners own SSG software or access to the BetterInvesting Online SSG tool?	How many of your partners own SSG software or access to the BetterInvesting Online SSG tool? 75% to 100%	How many of your partners own SSG software or access to the BetterInvesting Online SSG tool? 50% to 75%	How many of your partners own SSG software or access to the BetterInvesting Online SSG tool? Less than 49%

Question Title

* 16. Club Investing Techniques

	Always	Sometimes	Infrequently	Never
Is the Portfolio Evaluation and Review Technique (PERT)report prepared for meetings?	Is the Portfolio Evaluation and Review Technique (PERT)report prepared for meetings? Always	Is the Portfolio Evaluation and Review Technique (PERT)report prepared for meetings? Sometimes	Is the Portfolio Evaluation and Review Technique (PERT)report prepared for meetings? Infrequently	Is the Portfolio Evaluation and Review Technique (PERT)report prepared for meetings? Never
Is the Portfolio Trend Report prepared for meetings?	Is the Portfolio Trend Report prepared for meetings? Always	Is the Portfolio Trend Report prepared for meetings? Sometimes	Is the Portfolio Trend Report prepared for meetings? Infrequently	Is the Portfolio Trend Report prepared for meetings? Never
Does your club prepare a report that groups its portfolio by size and monitor company size diversification?	Does your club prepare a report that groups its portfolio by size and monitor company size diversification? Always	Does your club prepare a report that groups its portfolio by size and monitor company size diversification? Sometimes	Does your club prepare a report that groups its portfolio by size and monitor company size diversification? Infrequently	Does your club prepare a report that groups its portfolio by size and monitor company size diversification? Never
Does the club prepare a report that groups its portfolio by industry and monitor industry diversification in the portfolio?	Does the club prepare a report that groups its portfolio by industry and monitor industry diversification in the portfolio? Always	Does the club prepare a report that groups its portfolio by industry and monitor industry diversification in the portfolio? Sometimes	Does the club prepare a report that groups its portfolio by industry and monitor industry diversification in the portfolio? Infrequently	Does the club prepare a report that groups its portfolio by industry and monitor industry diversification in the portfolio? Never

Question Title

* 17. Club Investing Techniques

	Frequently	Sometimes	Infrequently	Rarely
Does your club have trouble deciding when to sell a stock?	Does your club have trouble deciding when to sell a stock? Frequently	Does your club have trouble deciding when to sell a stock? Sometimes	Does your club have trouble deciding when to sell a stock? Infrequently	Does your club have trouble deciding when to sell a stock? Rarely
Does your club hold on to stocks too long?	Does your club hold on to stocks too long? Frequently	Does your club hold on to stocks too long? Sometimes	Does your club hold on to stocks too long? Infrequently	Does your club hold on to stocks too long? Rarely
Does your club sell stocks too quickly?	Does your club sell stocks too quickly? Frequently	Does your club sell stocks too quickly? Sometimes	Does your club sell stocks too quickly? Infrequently	Does your club sell stocks too quickly? Rarely

Question Title

* 18. Club Investing Techniques

	Yes	No
Does your club keep a list of potential stocks to purchase (e.g., Stock Watch List or Pounce Pile)?	Does your club keep a list of potential stocks to purchase (e.g., Stock Watch List or Pounce Pile)? Yes	Does your club keep a list of potential stocks to purchase (e.g., Stock Watch List or Pounce Pile)? No
Does your club have Stock Watchers assigned to each company owned by the club?	Does your club have Stock Watchers assigned to each company owned by the club? Yes	Does your club have Stock Watchers assigned to each company owned by the club? No
Does your club have a Stock Watcher form to ensure consistency of reports by Stock Watchers?	Does your club have a Stock Watcher form to ensure consistency of reports by Stock Watchers? Yes	Does your club have a Stock Watcher form to ensure consistency of reports by Stock Watchers? No
Does your club have a schedule to review stocks held at least once a quarter?	Does your club have a schedule to review stocks held at least once a quarter? Yes	Does your club have a schedule to review stocks held at least once a quarter? No

Question Title

* 19. Club Education

	Yes	No
Is one of your partners responsible for club education?	Is one of your partners responsible for club education? Yes	Is one of your partners responsible for club education? No
Does your club use a projector at meetings to assist with education?	Does your club use a projector at meetings to assist with education? Yes	Does your club use a projector at meetings to assist with education? No

Question Title

* 20. Club Education

	Always	Sometimes	Infrequently	Never
How often does your club have educational presentations?	How often does your club have educational presentations? Always	How often does your club have educational presentations? Sometimes	How often does your club have educational presentations? Infrequently	How often does your club have educational presentations? Never

Question Title

* 21. Club Education

	12 or more months in advance	6 to 11 months in advance	2 to 5 months in advance	1 month in advance	We decide at the meeting	No education plan
Does your club prepare an education plan?	Does your club prepare an education plan? 12 or more months in advance	Does your club prepare an education plan? 6 to 11 months in advance	Does your club prepare an education plan? 2 to 5 months in advance	Does your club prepare an education plan? 1 month in advance	Does your club prepare an education plan? We decide at the meeting	Does your club prepare an education plan? No education plan

Question Title

* 22. Club Education

	More than once last year	Once within the last year	Within the past 2-3 years	More than 3 years ago	Never
Has your club used (or reviewed after first use) any BetterInvesting/NAIC self-study materials such as the green Introduction to the Stock Selection Guide handbook, BetterInvesting magazine articles, etc.?	Has your club used (or reviewed after first use) any BetterInvesting/NAIC self-study materials such as the green Introduction to the Stock Selection Guide handbook, BetterInvesting magazine articles, etc.? More than once last year	Has your club used (or reviewed after first use) any BetterInvesting/NAIC self-study materials such as the green Introduction to the Stock Selection Guide handbook, BetterInvesting magazine articles, etc.? Once within the last year	Has your club used (or reviewed after first use) any BetterInvesting/NAIC self-study materials such as the green Introduction to the Stock Selection Guide handbook, BetterInvesting magazine articles, etc.? Within the past 2-3 years	Has your club used (or reviewed after first use) any BetterInvesting/NAIC self-study materials such as the green Introduction to the Stock Selection Guide handbook, BetterInvesting magazine articles, etc.? More than 3 years ago	Has your club used (or reviewed after first use) any BetterInvesting/NAIC self-study materials such as the green Introduction to the Stock Selection Guide handbook, BetterInvesting magazine articles, etc.? Never

Question Title

* 23. Club Education

	Always	Sometimes	Infrequently	Never
Do your partners mentor new members to bring them up to date?	Do your partners mentor new members to bring them up to date? Always	Do your partners mentor new members to bring them up to date? Sometimes	Do your partners mentor new members to bring them up to date? Infrequently	Do your partners mentor new members to bring them up to date? Never
Do your members engage in club assigned study assignments or independent study of investment topics that are discussed in subsequent meetings?	Do your members engage in club assigned study assignments or independent study of investment topics that are discussed in subsequent meetings? Always	Do your members engage in club assigned study assignments or independent study of investment topics that are discussed in subsequent meetings? Sometimes	Do your members engage in club assigned study assignments or independent study of investment topics that are discussed in subsequent meetings? Infrequently	Do your members engage in club assigned study assignments or independent study of investment topics that are discussed in subsequent meetings? Never
Does your club have an annual retreat?	Does your club have an annual retreat? Always	Does your club have an annual retreat? Sometimes	Does your club have an annual retreat? Infrequently	Does your club have an annual retreat? Never

Question Title

* 24. Club Education

	50% to 100%	25% to 49%	Less than 25%
Within the past three years, how many of your partners have attended a class taught by the local BetterInvesting/NAIC chapter or satellite; a class taught by one or more partners from another investment club; or a class taught by a partner from your own club held at a time other than the regular club meeting?	Within the past three years, how many of your partners have attended a class taught by the local BetterInvesting/NAIC chapter or satellite; a class taught by one or more partners from another investment club; or a class taught by a partner from your own club held at a time other than the regular club meeting? 50% to 100%	Within the past three years, how many of your partners have attended a class taught by the local BetterInvesting/NAIC chapter or satellite; a class taught by one or more partners from another investment club; or a class taught by a partner from your own club held at a time other than the regular club meeting? 25% to 49%	Within the past three years, how many of your partners have attended a class taught by the local BetterInvesting/NAIC chapter or satellite; a class taught by one or more partners from another investment club; or a class taught by a partner from your own club held at a time other than the regular club meeting? Less than 25%
How many partners read at least one article every month in the BetterInvesting magazine?	How many partners read at least one article every month in the BetterInvesting magazine? 50% to 100%	How many partners read at least one article every month in the BetterInvesting magazine? 25% to 49%	How many partners read at least one article every month in the BetterInvesting magazine? Less than 25%

Question Title

* 25. Club Education

	25% to 100%	10% to 24%	Less than 10%
How many partners have attended an investors fair or a business-oriented gathering of multiple investment clubs within the past three years?	How many partners have attended an investors fair or a business-oriented gathering of multiple investment clubs within the past three years? 25% to 100%	How many partners have attended an investors fair or a business-oriented gathering of multiple investment clubs within the past three years? 10% to 24%	How many partners have attended an investors fair or a business-oriented gathering of multiple investment clubs within the past three years? Less than 10%
How many partners have attended a national education event by BetterInvesting/NAIC event or other organization within the past three years?	How many partners have attended a national education event by BetterInvesting/NAIC event or other organization within the past three years? 25% to 100%	How many partners have attended a national education event by BetterInvesting/NAIC event or other organization within the past three years? 10% to 24%	How many partners have attended a national education event by BetterInvesting/NAIC event or other organization within the past three years? Less than 10%
How many club members have attended a live national Online Stock to Study or listened to at least one recording in the last year?	How many club members have attended a live national Online Stock to Study or listened to at least one recording in the last year? 25% to 100%	How many club members have attended a live national Online Stock to Study or listened to at least one recording in the last year? 10% to 24%	How many club members have attended a live national Online Stock to Study or listened to at least one recording in the last year? Less than 10%
How many club members have read at least one First Cut Stock Study from the BetterInvesting Website?	How many club members have read at least one First Cut Stock Study from the BetterInvesting Website? 25% to 100%	How many club members have read at least one First Cut Stock Study from the BetterInvesting Website? 10% to 24%	How many club members have read at least one First Cut Stock Study from the BetterInvesting Website? Less than 10%
How many partners subscribe to the BetterInvesting Discusions List (formerly I-Club-List) or participate in the Investing for Growth Compuserve Forum (see http://biwiki.editme.com/FutherResources)?	How many partners subscribe to the BetterInvesting Discusions List (formerly I-Club-List) or participate in the Investing for Growth Compuserve Forum (see http://biwiki.editme.com/FutherResources)? 25% to 100%	How many partners subscribe to the BetterInvesting Discusions List (formerly I-Club-List) or participate in the Investing for Growth Compuserve Forum (see http://biwiki.editme.com/FutherResources)? 10% to 24%	How many partners subscribe to the BetterInvesting Discusions List (formerly I-Club-List) or participate in the Investing for Growth Compuserve Forum (see http://biwiki.editme.com/FutherResources)? Less than 10%
How many club members monitor the BI Club Treasurers on-line discussion group (see http://biwidi.editme.com/ClubTreasurers)?	How many club members monitor the BI Club Treasurers on-line discussion group (see http://biwidi.editme.com/ClubTreasurers)? 25% to 100%	How many club members monitor the BI Club Treasurers on-line discussion group (see http://biwidi.editme.com/ClubTreasurers)? 10% to 24%	How many club members monitor the BI Club Treasurers on-line discussion group (see http://biwidi.editme.com/ClubTreasurers)? Less than 10%
How many partners subscribe to other investing services (StockCentral, Manifest Investing, Motley Fools, etc.)?	How many partners subscribe to other investing services (StockCentral, Manifest Investing, Motley Fools, etc.)? 25% to 100%	How many partners subscribe to other investing services (StockCentral, Manifest Investing, Motley Fools, etc.)? 10% to 24%	How many partners subscribe to other investing services (StockCentral, Manifest Investing, Motley Fools, etc.)? Less than 10%
How many partners volunteer in other ways, such as helping other clubs in person or in online forums?	How many partners volunteer in other ways, such as helping other clubs in person or in online forums? 25% to 100%	How many partners volunteer in other ways, such as helping other clubs in person or in online forums? 10% to 24%	How many partners volunteer in other ways, such as helping other clubs in person or in online forums? Less than 10%

Question Title

* 26. Social/Fun

	We're all business, no social or fun.	A good balance of business and social.	Too much focus on social; not enough business and learning.
Which statement best describes your club:	Which statement best describes your club: We're all business, no social or fun.	Which statement best describes your club: A good balance of business and social.	Which statement best describes your club: Too much focus on social; not enough business and learning.

Question Title

* 27. Social/Fun

	Yes	No
Does your club have seperate social time scheduled before or after each meeting?	Does your club have seperate social time scheduled before or after each meeting? Yes	Does your club have seperate social time scheduled before or after each meeting? No
Does your club have at least one social event each year (without any or minimal business?)?	Does your club have at least one social event each year (without any or minimal business?)? Yes	Does your club have at least one social event each year (without any or minimal business?)? No
Does your club have a stock game (friendly competition with play money to see whose stock picks perform the best over a 1-year period)?	Does your club have a stock game (friendly competition with play money to see whose stock picks perform the best over a 1-year period)? Yes	Does your club have a stock game (friendly competition with play money to see whose stock picks perform the best over a 1-year period)? No
Do you have some fun in each meeting?	Do you have some fun in each meeting? Yes	Do you have some fun in each meeting? No

Question Title

* 28. Is there anything you'd like to share with the Chapter not addressed on this survey? Is there something your club is struggling with? Is there something your club does particularly well?

Question Title

* 29. Puget Sound Chapter offers each BetterInvesting club one free club visit per calendar year. Would your club like to be contacted for a club visit? (If "Yes", be sure contact information is included at the beginning of survey.)

Yes

Maybe - will check with club.

We have already had a club visit this calendar year or we're already on the request list.

Question Title

* 30. Who answered the survey questions?

Club members together.

Club President

Club Contact

Other club member.

Question Title

* 31. If your club completed the survey in 2009, please describe how the survey helped your club or what specific actions you took based on the survey.