Post by Freddie on Nov 24, 2019 21:40:50 GMT 1
The Global Network
Venturing Advisor
Position-Specific Training
511-904
2014 Printing
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Venturing Advisor Position-Specific Training
Contents
Introduction..........................................................................................................2
Course Objectives ...........................................................................................3
Gathering and Welcome...........................................................................4
Aims and Methods of Scouting and Venturing......................6
Crew Leadership..............................................................................................9
Understanding Venturers..................................................................... 11
Advisor Responsibilities ........................................................................ 15
Recognition....................................................................................................... 19
Annual Program Planning .................................................................. 24
Closing ................................................................................................................. 29
Appendix........................................................................................................... 31
• Methods of Venturing .............................................................................................32
• Crew Leadership Positions.......................................................................................33
• Leadership Position Game Titles and Descriptions.......................................................35
• Crew Organization Chart .......................................................................................37
• Young Adult Development Issues ..............................................................................38
• Awards Quiz.........................................................................................................39
• Awards Matrix.......................................................................................................40
• Program Capability Inventory Examples....................................................................41
• Crew 2345 Description ..........................................................................................55
• Crew 2345 Youth ..................................................................................................56
• Crew 2345 Adults .................................................................................................57
• Activity Interest Survey Results..................................................................................58
• Upcoming Venturing Events.....................................................................................59
• Fiscal Policies and Procedures for BSA Units..............................................................60
• Participant Course Assessment.................................................................................64
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Venturing Advisor Position-Specific Training
INTRODUCTION
This course is intended to provide Venturing crew Advisors with the basic information they need
to help youth leaders manage a crew. The course includes the 2014 updates to Venturing and
aligns with the new Venturing leader materials.
The course is designed to be taught as a separate training in one or two sessions. It can also be
taught in conjunction with Crew Committee Challenge. The sessions on the aims and methods
and the crew leadership organization are the same for all participants. Leaders will break out
by role after these sessions to cover the other content. The total time necessary is about three
and a half hours. This course can be held indoors or in a camp retreat setting. The course is also
designed to be conducted in a small-group setting of about six to eight participants. It can be
facilitated by unit, district, or council trainers.
When the training is complete, the training code P21 can be entered into the leader’s training
record. Crew Advisors who complete this training and the Venturing version of Youth Protection
training are considered “trained.”
Other than the Youth Protection presentation, this syllabus is not designed or intended to be read
verbatim. Trainers should be familiar with the content and able to present it without reading.
Experienced trainers can use their own words but must be sure to cover the content and meet the
objectives of the sessions. One of the keys to success is that the trainers observe the participants
during the sessions to be sure the participants learn the topic before moving on.
Reference
Venturing leader and youth literature
Materials
• Whiteboard and dry erase markers
• Easel, blank flip charts, and markers
• Note cards
• Methods of Venturing (appendix)
• Crew Leadership (appendix)
• Pre-cut Leadership Position Game Titles and Descriptions—one per small group (appendix)
• Crew Organization Chart—one per participant (appendix)
• Awards Quiz (appendix)
• Awards Matrix (appendix)
• Planning Materials (appendix)
• Training certificates—one per participant
• Trained strips—optional
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Venturing Advisor Position-Specific Training
Course Objectives
Objectives
Trained leaders at all levels are the key to quality Scouting programs that fulfill the mission of the
Boy Scouts of America and attract and retain youth members. Participants will discuss the roles
and responsibilities of Venturing crew Advisors and how to keep youth positively engaged in the
functions of a successful crew.
Specific Objectives
As a result of this course, participants will be able to:
• Explain the nature of the Venturing program and its value to youth.
• Outline the specifics of the Venturing program.
• Explain the relationship between crew officers and Advisors.
• Value the challenges of working with youth and young adults.
• List the Venturing recognition opportunities.
• Conduct the annual program planning process.
Session Time Method
(minutes)
Gathering and Welcome 10 Lecture/discussion
Aims and Methods of Scouting and Venturing 15 Lecture/discussion
Crew Leadership 30 Game
Understanding Venturers 30 Guided discussion/reflection
Break
Advisor Responsibilities 30 Guided discussion
Recognition 30 Guided discussion/quiz
Annual Program Planning 55 Role-play
Closing 10 Reflection
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Venturing Advisor Position-Specific Training
Gathering and Welcome
Time
10 minutes
Objectives
The purpose of this session:
• Share expectations for this course.
• Increase excitement about participants’ role in Venturing.
Resources/Materials
• Resource: Venturing Advisor Guidebook
• Materials: Flip chart and easel for each small group, index/note cards, Scout Oath and
Scout Law displayed so participants can read them
• Display materials: It is encouraged to display Venturing materials and resources during
the gathering time.
• Handout: Scout Oath and Scout Law (optional)
Delivery Methods
Lecture/discussion
Note: You may want to plan a gathering activity that will involve participants before the course begins.
In any case, instructors should be available to make participants feel welcome and appreciated.
Opening
• Flag ceremony (optional) or other opening of your choice
• Recite Scout Oath and Scout Law
Introduction
Say something like: Welcome to Venturing, and thank you for agreeing to be a part of the
BSA’s program for older youth and young adults. As a crew Advisor, you can make a difference
in their lives by contributing to the effectiveness of a program designed to build character,
promote citizenship, and develop personal fitness.
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Venturing Advisor Position-Specific Training
Activity
Form small groups, and ask participants to introduce themselves and tell the group one thing
about working with a Venturing crew that they are looking forward to, one thing about working
with a crew that worries them, and what they hope to take away from today’s course. Have each
of the groups share their compiled lists with the rest of the class.
Note: Write these comments on the board or on note cards so you can refer to them during the course
as needed.
• Introduce yourself and other trainers.
• Explain the agenda for the rest of the course.
• Conduct your selected opening. This might be a good time to demonstrate the Scout
handshake, salute, and sign.
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Venturing Advisor Position-Specific Training
Aims and Methods of
Scouting and Venturing
Time
15 minutes
Objectives
The purpose of this session is to:
• Outline the basics of the Venturing program.
• State the aims of Scouting.
• Explain how Venturing achieves the aims of Scouting.
Resources/Materials
• Materials: Flip chart and easel for each small group
• Handout: Methods of Venturing from appendix
Delivery Methods
Lecture/discussion
Introduction
Venturing is a Boy Scouts of America program for youth from 14 (13 years old if completed
the 8th grade) through 17 and young adults who are 18 to 20 years old.
Because Venturing is a program for youth and young adults of this age group, Venturers are able
to do more and go further as a member of a Venturing crew than in other Scouting programs.
Aims and Methods of Scouting
Say: The BSA promises to its members that Scouting provides life-changing experiences you
can’t get anywhere else. We achieve that through our aims and methods.
Formally, the BSA has three specific objectives, commonly referred to as the aims of Scouting.
Ask the participants if they can recall the aims of Scouting and briefly discuss.
Note: The aims are character development, citizenship training, and personal fitness.
Note: You may want to make up three large cards, one aim each with the description on the back,
beforehand. Groups can take turns defining their assigned aim.
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Venturing Advisor Position-Specific Training
Divide participants into three small groups, one for each aim.
Distribute copies of Methods of Venturing (appendix). Ask each of the groups to take a
few minutes and discuss which of the methods supports the aim they have been assigned.
Note: The Venturing methods are: Leadership and Mentoring, Group Activities and Adventure,
Adult Association, Recognition, Ideals, Service, and Group Identity.
Have each group report to the entire group.
The Venturing Program
Note: Describe the following points in your own words.
The Venturing program is carried out through a Venturing crew. Its purpose is to provide
experiences that will affect the positive development of youth at a critical stage in their lives
and to prepare them to become responsible and caring adults.
Venturing has four areas of program emphasis around which the program is built:
Adventure
New experiences that push Venturers to new personal heights; adventures and activities provide
the social benefits youth crave at this point of their development; the level of difficulty is variable,
may be tailored to crew’s skills and experience, and individual and crew‐defined; it is the historic
appeal of Venturing.
Leadership
Developing broad interpersonal leadership skills applicable to life situations; meeting societal
expectations of leadership qualities as desirable, which are growing—especially among youth’s life
influencers; the level of difficulty is escalating: participate/follow, lead, mentor; it leverages formal
training and practical leadership experience (elected or appointed).
Personal Growth
Growth in the skills and ethical/moral foundations that support economic independence,
lifelong learning, and timeless values; social/educational influences provide little positive
guidance on key life, social, and moral/ethical skills, and youth know it; focus is on goal
development and personal planning; small formal “trainings” facilitate practical application.
Youth will set personal goals related to Development of Self, Development of Others, and
Development of Faith.
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Venturing Advisor Position-Specific Training
Service
Develop behavior leading to an ongoing sense of responsibility; youth have limited control
of their lives. They enjoy the opportunity to assert their values through the choice to serve;
crew or individual, Scouting, and/or community focus.
The acronym “ALPS” might help Advisors remember the areas of program emphasis.
Youth join to gain insight through fun-filled programs and hands-on activities provided by the
chartered organization, adult committee member volunteers, youth member parents, and other
consultants from the community.
The crew is led by elected youth officers but adult mentorship is critical!
The recommended uniform is the spruce green Venturing shirt with green epaulette tabs and
gray pants. However, the uniform is the choice of the crew.
Note: You may get a question regarding the Boy Scout uniform. While the uniform is their choice,
Venturing youth should not wear the Boy Scout tan shirt with green shoulder loops.
Conclusion
Our responsibility as crew Advisors is to ensure we stay true to the aims of Scouting as we assist
the crew in achieving the program-specific goals along age-appropriate guidelines.
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Venturing Advisor Position-Specific Training
Crew Leadership
Time
30 minutes
Objectives
The purpose of this session is to:
• Identify the principal crew leadership positions.
• Categorize the principal crew leadership positions.
Resources/Materials
• Cut-up Leadership Position Game Titles and Descriptions, one for each small group (appendix)
• PowerPoint slide or poster of crew organization chart
• Handouts:
—Crew Leadership Positions (appendix)
—Crew Organization Chart (appendix)
Delivery Methods
Game
Note: Before the course, make one copy of the Leadership Position Game Titles and Descriptions from the
appendix for each small group (three to four people), and cut them apart into individual strips.
Introduction
Let’s look at the crew leadership. In order to support the crew, we need to know its structure and
where the Advisors and committee fit in. Rather than tell you about each position, we are going
to let you discover it on your own.
Crew Leadership Activity
Hand out the slips of paper with the descriptions and titles of the crew leadership positions—
one per small group (you will need to have cut these up in advance). Have each group organize
them so that each position description is matched up with a title. They should also categorize
the positions into youth leaders, Advisors, and adult support leadership. (10 minutes)
Note: Do not distribute the handouts (Crew Leadership Positions and Crew Organization Chart) until after this
exercise. Let small groups come up with the categories themselves.
Pass out a copy of the Crew Leadership Positions handout from the appendix to each person.
Give the groups a few minutes to correct any errors they made. The instructor should watch
the room and answer any questions that arise. (5 minutes)
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Venturing Advisor Position-Specific Training
Crew Organization
Distribute the Crew Organization Chart to participants. Ask them what strikes them about the
organization of the crew committee. They should notice that the crew committee has significantly
more direct contact with the youth than might be seen in a typical Scouting unit committee.
The crew committee is often much smaller too. Why might this be? Answers may include:
• Youth take a much greater responsibility for many of the functions performed by the
committees in packs and troops; i.e., outdoor/activities, membership, and recognition.
• Crew Advisor and associate Advisors coach the youth to take on the training function for the
youth officers, and the committee chair and Advisor manage the training function for adults
supporting the crew.
• Committee members are expected to assume a coaching role for the crew treasurer
and secretary.
• Role of consultants, which is unique to Venturing
Keep in mind that Venturers are older and are able to take on greater responsibility for the
planning, organization, management, and leadership of their programs. More importantly,
though, Venturers want the responsibility for their activities and programs.
Summary
Leadership in the Venturing program falls on the youth members. You will notice that adults
in the Venturing program are not referred to as leaders, but as Advisors. Adults in the Venturing
program are there to coach and mentor the youth so they will grow in their leadership roles.
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Venturing Advisor Position-Specific Training
Understanding Venturers
Time
30 minutes
Objectives
The purpose of this session:
• Describe typical developmental characteristics of Venturing-age youth and young adults.
• Identify effective leadership styles to motivate Venturers.
• Perform a reflection.
Resources/Materials
• Post-it notes or small index cards
• Flip chart or blackboard/whiteboard
• Handout: Young Adult Developmental Issues (appendix)
Delivery Methods
Guided discussion/reflection
Introduction
Ask the participants, “Why do you think older youth and young adults want to join Venturing?”
Write the answers on a flip chart. Expect answers such as:
• High adventure
• Leadership skills
• Fun activities
• Community service
• Social experiences
Venturing can be all those things, but the primary purpose of Venturing is guiding youth into
becoming responsible and caring adults. The goals and methods we have already discussed will
help us do that.
As Advisors, we can make a real difference in the lives of the young people in our crews if we are
aware of the many developmental issues each Venturer is facing.
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Venturing Advisor Position-Specific Training
Adolescent Development
Ask participants to write two or three adjectives (positive and negative) that describe a
Venturing-age youth on small sheets of paper or Post-it notes. Ask participants to hold
on to them for now. (You will need them later in this session during the activity.)
Ask, “What are the first things you notice about Venturing-age youth (teenagers)?”
Possible answers may include:
• Size • Behavior • Dress
Many times we misjudge people based on these factors. It is harder to know what is going
on in their heads. Teenagers deal with opposing emotions:
• They fear and crave independence.
• They face a constant struggle for power and independence.
• They want to be unique, but are affected by peer pressure.
Write the following headings on the flip chart, and briefly explain (or distribute optional handout).
There are five important developmental issues that Venturing-age youth are facing:
Experimentation
Venturers want to try out life! They want to experience a variety of social roles, responsibilities,
values, and personalities. This can include risk-taking.
Movement From Dependence to Interdependence
Venturers are moving away from being dependent on parents, teachers, and other adults
(including Advisors) and moving toward becoming interdependent with them.
Social Relationships
Quality social interaction with others is as important for Venturers’ health and well-being as
it will be at any other time in their lives. The significance of their identity and experiences is
in large part created by their social relationships.
Physiological Changes and Sexual Maturity
Venturers are experiencing great physiological changes that influence their relationships with
each other and with adults.
Reevaluation of Values
Venturing-age youth are capable of thinking critically and analytically about their personal,
family, and social values, making it possible for them to see inconsistencies in our values and
leading to the search for opportunities for commitment to new values.
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Venturing Advisor Position-Specific Training
Activity 1
• Ask participants to reveal the adjectives they had chosen to describe Venturing-age youth.
Then have participants take turns matching each of the adjectives to the five developmental
issues and attaching the notes or cards next to the appropriate developmental issue on the chart.
• Discuss how most of the behaviors we see in young adults can be explained by one of these
five areas.
• Summarize the activity by explaining that we need to respect young people enough to understand
them. Young people need a constant; they need to be connected to understanding and caring
adults who can see their potential. We as adult leaders of youth can be a positive influence.
Leadership Styles for Advisors
Ask participants to get in small groups of two or three and list three to five leadership styles
or skills that you as an Advisor would need in order to effectively coach and mentor Venturers.
Ask groups to share their insights with the rest of the class. Answers should include:
• Be a mentor.
• Be a coach.
• Walk your talk.
• Be understanding of the teenage years and teens’ search for autonomy.
• Be able to relate.
• Show mutual respect as a team member.
• Develop and demonstrate conflict management skills.
Using Questions as a Leadership Style
• The thin line between telling and suggesting is not often clear, and suggesting a course of
action may be seen as a demand.
• Using questions as a means to help the crew make their own decisions is a technique called
reflection and has been proven to be very successful with this age group.
How to Conduct a Reflection
• Reflection is an effective method for evaluating a situation or activity to better understand
and improve on it in the future.
• It is one of the most effective tools an Advisor can use when helping Venturers improve their
leadership abilities.
• By asking questions that cause people to think, reflection is a way to look back at recent
experiences to understand what happened and use that understanding in looking forward
to the next action and new experiences.
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Venturing Advisor Position-Specific Training
• Additional information on conducting reflections can be found in the Venturing Advisor Guidebook.
• A good way to practice this skill is with initiative games like the one we are about to do.
Activity 2—Human Knot
Have the group divide into circles. (Circles should have no fewer than six and no more
than 16 participants.)
Note: Instructors can join the exercise to make the right number, but they should not contribute to the
problem-solving process.
1. Participants should face each other in a tight circle.
2. Each person holds out his or her right hand and grasps the right hand of someone in the circle,
as if they were shaking hands. This should be done in unison.
3. Now have each person extend his or her left hand and grasp the left hand of someone else in
the circle so that each person is holding the hands of two different persons.
4. This hand-in-hand configuration should come out equal. With hands tightly held, arms
intertwined and bodies close together, it’s time to explain the problem.
5. The group’s members then try to unwind themselves into a hand-in-hand circle.
To accomplish this, they will be stepping over, between, and around each other.
6. The initial hand-to-hand contact cannot be broken during the exercise. Hand connections may
pivot on one another, but skin contact may not be lost.
Sometimes these human knots will produce two or three distinct circles, and sometimes they
will be hopelessly intertwined. Be flexible; the teamwork lesson in this activity is worth the effort.
If a group quickly solves their knot, have them make a new one.
Observe the group dynamics to help in specific questions during reflection.
Reflection
When all the groups have completed untying their knots, assemble for a reflection. Ask:
• Did you feel frustrated at any time during this activity?
• Did someone emerge as the leader? Who? Why?
• Was the leader effective in solving the problem?
• Was cooperation necessary to achieve success?
• Can you see how this would be an effective technique to use with your crew?
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Venturing Advisor Position-Specific Training
Advisor Responsibilities
Time
30 minutes
Objectives
The purpose of this session is to:
• List the main responsibilities of a crew Advisor.
• Identify the events in the life of a crew where the Advisor has impact.
Resources/Materials
• Venturing Advisor Guidebook
• Guide to Safe Scouting
• Age-Appropriate Guidelines for Scouting Activities
• Whiteboard, flip chart, and easel
• Computer with Internet to access Guide to Safe Scouting (optional)
• Crew Meeting Agenda sample
Delivery Methods
Guided discussion
Introduction
We have discussed the Venturing program and the importance of the adult–youth partnership.
In this session, we will discuss what you can do as an Advisor to empower your crew.
The Advisor and associate Advisors are the key to the success of the crew. They should share
the same interests of Venturers and, if possible, of the program resources of the chartered
organization. This is achieved by training the crew’s elected officers to lead their crew, and by
planning a relevant program guided by the Advisor and crew committee.
Advisor Responsibilities
The Advisor does not have to be an expert in the crew specialty if the crew has one. However, he or
she must be a good example for youth and must be able to train and coach the crew’s elected officers.
Refer to the position description in the Venturing Advisor Guidebook. Highlight the following:
• Fostering an environment within the Venturing crew that has a true sense of community
and encourages everyone’s growth and responsibility to one another.
• Developing crew officers to lead, plan, make decisions, and carry out a program of activities
and adventures.
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Venturing Advisor Position-Specific Training
• Encouraging participation and support for the Venturing crew from the chartered
organization, associate Advisors, crew committee, parents, and other adults in the community.
• Upholding the standards and policies of the chartered organization and the Boy Scouts
of America.
• Providing the necessary framework for protecting the members of a crew from abuse.
• Ensuring that activities are conducted within BSA safety guidelines and requirements.
Advisors should be trained by the BSA.
• Seeking to cultivate within the members of a crew a capacity to enjoy life and prepare for
life as an adult.
Explain that as an Advisor, you help the members of your crew to get the most out of Venturing.
You can help them explore their interests, values, passions, and goals while having fun doing it.
Following are events in the life of a crew where assistance from the Advisor can make a difference
in the quality of the Venturing experience.
Note: Keep this next session moving. There is a lot of information to cover, but the intent is for participants to
become aware of all the facets of the program an Advisor must attend to by guiding the crew, not running it.
Youth Protection
Read the following italicized paragraphs VERBATIM to the participants.
The Boy Scouts of America places the greatest importance on providing the most secure environment
possible for our youth members. To maintain a safe environment for youth, the BSA has developed
numerous procedural and leadership selection policies, reinforces the Youth Protection message with
regular, high-quality training, and provides parents and leaders with numerous online and print
resources aimed at the different Youth Protection needs of the Cub Scouting, Boy Scouting, and
Venturing programs.
The BSA requires Youth Protection training for all registered volunteers. All new leaders are required
to complete Youth Protection training. Venturing leaders must take the Venturing version of the
course. To take the training online, go to MyScouting.org and establish an account using the member
number you received when you registered for BSA membership. If you take the training online before
you obtain a member number, be sure to return to MyScouting and enter your number for training
record credit. Your BSA local council also provides training on a regular basis if you cannot take it
online. For more information, refer to the back of the BSA adult membership application.
Youth Protection training must be taken every two years. If a volunteer does not meet the BSA’s Youth
Protection training requirement at the time of charter renewal, the volunteer will not be reregistered.
We encourage all adults—including all parents—to take the BSA’s Youth Protection training.
To find out more about the Youth Protection policies of the Boy Scouts of America and how to help
Scouting keep families safe, go to www.Scouting.org/training and click on the Youth Protection link.
Urge the participants to take Venturing Youth Protection training as soon as possible if they have
not done so already.
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Venturing Advisor Position-Specific Training
Crew Officers and Elections
It is very important that crew officers understand the roles and responsibilities of the elected
positions. A good time for the Advisor to review this is before an election.
It may sound good to be a program vice president, but does the youth understand how much
coordination it entails? Does the youth running for administration vice president understand
that he or she may be called upon to carry out the duties of the president?
Crew Code of Conduct and Operating Procedures
The crew code of conduct and operating procedures are adopted by the members of a crew
to guide their officers and program. Crew officers are expected to live by and enforce the crew
code of conduct and operating procedures.
All members of the crew are expected to abide by these rules and new members may be expected
to sign a copy when they join. They should be revised on a regular basis (usually after the election
of new officers) and voted on by the membership.
Crew Meetings
A major opportunity for practicing leadership skills is during the crew’s regular meetings.
A poorly run meeting may not be able to accomplish what it sets out to do, can hamper
fellowship, and may actually keep members away.
It is very important to understand that a crew meeting is a youth-run event. Advisors have the
chance to influence the quality of the meeting by ensuring the officers are prepared ahead of time.
If time allows, review a sample crew meeting agenda or explain where one can be found.
Crew Officers Training
When done effectively, the crew officers’ seminar allows the adult Advisors to enable and empower
the youth leadership. This training establishes the climate and values that are important and sets
the tone of what is expected of the officers and Advisors.
This is also the time to assess the goals of the crew and involve officers in the preparation for
annual program planning.
Introduction to Leadership Skills for Crews
The Introduction to Leadership Skills for Crews course helps teach young adults the attitudes and
skills that good leaders demonstrate. The course is designed to be taught to all Venturers in the crew.
The course is flexible and can be taught in its entirety or in sections to a single crew, multiple
crews, or as a district or council event.
Note: There are other leadership opportunities open to Venturers such as National Youth Leadership Training
(NYLT), National Advanced Youth Leadership Experience (NAYLE), the Kodiak Challenge, and even Wood
Badge for Venturers over the age of 18.
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Venturing Advisor Position-Specific Training
Keeping Venturers Safe
Explain that the crew may decide what activities and adventures they would like to pursue, but it
is the responsibility of the adult Advisors to manage risk by following the Guide to Safe Scouting.
Explain or show participants where this information can be found.
Encourage officers and activity chairs to become familiar with the guide as they plan adventures
and activities. They should be familiar with what is and is not allowed by the BSA, especially as
they work with consultants.
Distribute Age-Appropriate Guidelines for Scouting Activities. Explain that there are activities
that only Venturers are allowed to do. Review the handout.
Additional Training
Aside from the leadership and awards training, there are a number of courses available for Venturers.
There are training opportunities available through the BSA, online and instructor-led, to ensure
Venturers are prepared for outdoor activities and know the risks and how to have fun and stay
safe at the same time. Examples include Safe Swim Defense and Climb On Safely. Ask participants
to name others.
Summary
As a Venturing Advisor, you will work with the crew officers to help them take responsibility for
the crew’s operations. Some areas of responsibility will be harder for them to master than other
areas. But learning to take responsibility for others is part of the maturation process—part of
growing up. As an Advisor, your role is to facilitate that process.
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Venturing Advisor Position-Specific Training
Recognition
Time
30 minutes
Objectives
The purpose of this session is to:
• Describe the Venturing areas of program emphasis.
• Define the opportunities for Venturing recognition.
• List the Venturing skill-based and STEM awards.
• Explain the purpose of the Advisor conference and board of review.
Resources/Materials
• Handout: Awards Matrix (appendix)
Delivery Methods
Guided discussion/quiz
Introduction
While recognition is one of the methods of Venturing, this method is best approached as an
outcome of a balanced annual program plan developed by the members of the crew. This is
supported by Venturing’s four areas of program emphasis, which are:
• Adventure
• Leadership
• Personal Growth
• Service
Venturing’s Areas of Program Emphasis
The areas of program emphasis are influenced by the aims and methods of Venturing and provide a
framework for program and recognition.
Write two headings on a flip chart or whiteboard: “Program” and “Recognition.” Lead a discussion
on the benefits of the areas of program emphasis in each of these areas. Write comments on the board.
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Venturing Advisor Position-Specific Training
As a Program Planning Tool
• Offers a structure for the Venturers to design their own program
—Provide areas and levels of programming
• Encourages a balanced program
—Ensure that adventures are more than just fun outings
—Means of developing leadership skills
• Meets Venturers’ social needs
—Opportunity to participate in and lead adventures
—Way to provide service
As a Recognition Tool
• Recognition becomes a natural outcome of the program
• Encourage personal growth
• Broaden experience
• Appreciate efforts and accomplishments
• Acknowledgment of competence and ability by others
• Enhance job, scholarship, and college applications
Activity
Divide the participants into four groups. Distribute the awards matrix and assign each group
one of the awards. Tell participants to stand up when they think you have described an aspect
of the award they have been assigned.
Start off by saying: Venturing’s areas of program emphasis guide the recognition requirements.
Within the four areas are four levels of increasing responsibility.
Begin the quiz (appendix).
Commend the participants on their effort. A few of the questions may not have been obvious by
looking at the awards matrix alone. Briefly review the information from the following sections
on recognition wards, Advisor conference, and board of review if not already covered.
Recognition Awards
The four Venturing awards, or Trail to the Summit, constitute a pathway that guides a Venturer
from the role of a participant to a leader and mentor for others.
• Venturing Award—Learning about Venturing
—Designed to be earned within a month of joining a crew
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Venturing Advisor Position-Specific Training
• Discovery Award—Participating in crew activities and adventures
• Pathfinder Award—Leading crew activities and adventures
• Summit Award—Mentoring crew leaders
Advisor Conferences
An Advisor conference is required for each of the four awards. The Venturing Award conference
includes the crew president. The purpose of the Advisor conference is to provide an opportunity
for the Venturer to reflect on what has been learned and to express future goals.
• Venturer meets with his or her Advisor
• Occurs after level award requirements have been completed
• Requisite for the level award board of review
Boards of Review
The final requirement for the Discovery, Pathfinder, and Summit Awards is a board of review.
The purpose of the board of review is to determine the quality of the Venturer’s experience and
to encourage the Venturer’s personal development.
• Discovery and Pathfinder Awards—Crew Board of Review
—Consists of peers (youth) from the crew.
—Led by the youth leaders of the crew.
—A group of three board members is appropriate (can be more).
—Two members of the crew committee should be present during the board of review,
but they serve only in an advisory role.
—The crew Advisor and associate Advisors are not members of the board, but should
be present.
• Summit Award—Board of Review
—Led by a member of the local council advancement committee.
—Board composed of youth and adult crew leaders and adult crew committee members.
—Summit Award application must be submitted to council to schedule the board of review.
Note: Male Venturers who have earned the First Class rank in a Boy Scout troop may continue to work
on Star, Life, and Eagle ranks in the crew. In this case, the Advisors and crew committee will carry out
an advancement role similar to a Boy Scout troop. If this training is for a crew with that circumstance,
mention the Guide to Advancement and www.Scouting.org/Advancement as resources.
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Credit for Awards
Sometimes there is confusion in the timing and ways award requirements can be completed
when a Venturer has been a Scout or is dually registered. Discuss and clarify the following in
your own words:
• Multiple credit—Although there is very little overlap in award requirements, there are
certain circumstances when a Venturer may receive multiple credit for similar requirements.
The Venturing skill-based awards (Ranger, TRUST, and Quest) do have multiple areas where
this may be applicable. For example, a Venturer who becomes certified as a Red Cross First
Aid instructor for the TRUST Award could use this to fulfill the Ranger and Quest award
requirements as well.
• Past credit—All award requirements must be completed while registered and active as a
Venturer. Requirements fulfilled before becoming a Venturer (i.e., merit badges or ranks
as a Boy Scout) cannot be used for Venturing recognition. Previously earned certifications
(such as first aid or CPR) can be used to fulfill requirements as long as they are still current
at the time of fulfilling the Venturing award requirement.
• Service Projects—An Eagle Scout project or Girl Scout Gold Award project cannot be used
for the Summit Award service project.
Other Recognition
Young adults have interests in activities that may lead to careers or increased quality of life.
These awards can enrich the Venturing experience. Briefly mention the skill-based and
STEM awards. Explain that more information is available at www.Scouting.org/STEM.
Skill-Based Awards
For Venturers seeking additional challenges in outdoor adventure, sports and physical fitness,
or spiritual life, three expert awards are available for them to earn.
• Ranger Award—Helps them become a master of the outdoors
• Quest Award—Promotes excellence in sporting and physical fitness
• TRUST Award—Learn more about one’s own faith and that of others
Skill-based awards do not require an Advisor conference or board of review.
Nova and Supernova Awards
Science, technology, engineering, and math (STEM) fields provide gateways to many exciting
careers and hobbies. The Nova and Supernova Awards provide recognition for Venturers seeking
to either begin exploring or become proficient in an aspect of STEM.
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Venturing Advisor Position-Specific Training
Nova Awards—Introductory STEM awards for Venturers
—Launch!—Science
—Power Up—Technology
—Hang On!—Engineering
—Numbers Don’t Lie—Math
Supernova Awards—Advanced STEM awards for Venturers (earned sequentially)
—Dr. Sally Ride Supernova Award
—Wright Brothers Supernova Award
—Dr. Albert Einstein Supernova Award
MyScouting Tools
Share that the BSA provides a variety of online unit management resources via My.Scouting.org
called MyScouting Tools. Explain that these tools are available to crew leadership to manage such
things as rosters, training, awards, recognitions, and more.
Summary
• Recognizing young people for their achievements helps build their self-esteem. The Venturing
awards program helps fulfill this need.
• The term “awards” in Venturing does not have the same meaning it has in Cub Scouting
or Boy Scouting. Unlike these programs, Venturers do not earn rank through advancement.
Leadership positions are either appointed or elected. However, awards serve the same
purpose, which is to encourage personal growth through leadership, service, and adventure.
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Venturing Advisor Position-Specific Training
Annual Program Planning
Time
55 minutes
Objectives
The purpose of this session is to:
• Name the three phases of the program planning process.
• Identify the purpose of the Program Capability Inventory.
• Identify the purpose of the Venturing Activity Interest Survey.
• List the steps of the program planning conference.
Resources/Materials
• Resource: Venturing Advisor Guidebook
• Materials:
—Flip chart or blackboard/whiteboard
—One-page description of the fictional crew (appendix)
—10 to 12 completed PCIs related to the fictional crew (appendix)
—Summary of the fictional crew’s interest surveys (appendix)
—List of council, area, and regional Venturing events (appendix)
—Blank 12-month planning calendar
Delivery Methods
Role-play with a fictional case study
Note: The Program Capability Inventories and Venturing Activity Interest Surveys in the appendix have been
completed as a time-saving measure and to focus on the decision-making process required to plan a successful
year of crew programing. It is essential that the facilitator become familiar with the case study materials ahead
of time and adhere to the time allotted for each step.
Introduction
(10 minutes)
In a previous session, we spoke about the responsibility the Advisor had to the crew officers, but
we saved one of the most important responsibilities for last: planning a program. Planning is a
discipline that is often ignored or done poorly. Research conducted by Eli Lilly in Indianapolis
showed that a common element of strong units is they all have a good annual program planned
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a year in advance that is then shared with all families in the form of a calendar. The important
result of a shared annual program calendar is that your crew will attract more families and
Venturers will stay involved longer.
Your role as a Venturing Advisor is to help your crew officers plan and implement an exciting
yearlong program that will attract and retain youth. Explain that there are three phases to the
program planning process:
• Annual program planning preparation
• Program planning conference
• Program implementation
While the focus of this session is on the program planning conference, without prior preparation
by the crew officers and Advisor, the conference would not be possible. Also, a plan is only a plan
until it is implemented. Each adventure and activity decided on must also go through a planning
process as well in order to be successful.
Preparation steps should include:
• The crew Advisor holds a crew officer briefing immediately after the crew’s annual election and
starts the program planning process. The Advisor explains the process, goals, and what each
officer needs to do to prepare for the next step.
• Gather key information.
Ask the participants to brainstorm the types of key information that should be gathered by the
youth leaders in advance of the planning sessions. They should include:
• Key school dates, holidays, and exams
• Community event dates, such as proms, homecoming, and graduations
• The chartered organization’s key dates
• Personal dates that may affect your crew’s activities
• Key district and council dates
• Last year’s crew annual plan, if you have one
• Crew priorities and goals
• Venturers’ award progress records
The seven-step planning process used for individual activities and adventures can be found in the
Venturing Advisor Guidebook and the Handbook for Venturers, and is part of the Introduction to
Leadership Skills for Crews course.
During this training session, the participants will use a fictional case study to learn and practice
the steps in the annual planning process. Planning for an individual activity is covered during the
crew officer training and is a great opportunity for experienced Venturers to coach and mentor
the newer Venturers.
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Annual Planning Meeting Steps
On a flip chart or whiteboard, write:
1. Gather and evaluate information
2. Brainstorm ideas
3. Discuss and evaluate activity ideas
4. Select activities for coming year’s program
Explain that these are the four main steps of the crew’s annual program planning conference.
It is the responsibility of the crew Advisor to coach the crew officers through this process. As you
write these four steps on the whiteboard, briefly explain what is included in each of the steps.
Gather and Evaluate Information
Do the goals of the crew align with the information gathered on the Program Capability
Inventory (PCI) and the Venturing Activity Interest Survey?
• Program Capability Inventory (PCI): Each Venturing crew uses resources from its chartered
organization, various adults associated with the crew, and consultants from the surrounding
community. The PCI is used to track skills or resources available to assist the crew program.
The crew committee updates and maintains the PCIs. The crew president, program vice
president, and Advisor should review the PCIs before the annual planning conference.
• Venturing Activity Interest Survey: Each Venturer should complete the survey and return it
to the program vice president prior to the annual planning conference.
Brainstorm Ideas
Brainstorm ideas of what the crew might do based on the Venturing Activity Interest Surveys.
Remember not to critique the ideas while brainstorming.
Discuss and Evaluate Activity Ideas
Evaluate the ideas the crew has developed to see if they match the PCIs. Do you have the
resources needed for each idea?
Select Activities for Coming Year’s Program
You may need to expand the basic program by adding support programs and activities leading
toward your big activities or activity.
Activity
The participants will role-play the crew officers (instructors may want to role-play Advisors).
They will be given completed forms, after which they will brainstorm ideas, evaluate the activity
ideas, and then develop an annual program based upon the selected activities.
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Step 1: Gather and Evaluate Information
(5 minutes)
• Distribute the one-page descriptions of the fictional crew (interests, meeting schedule, service,
and typical activities). Pass out the completed PCIs and a summary of the crew activity
interest surveys.
• Explain that prior to the program planning conference, the crew program vice president will
have gathered the completed activity interest surveys from the Venturers and compiled the
data into a prioritized list of desired crew interests.
• Distribute a fictional list of council, area, and regional Venturing activities with
scheduled dates.
Note: One technique to assist the crew officers as they develop the crew’s annual program is to ensure the
Venturers prioritize their top five to 10 choices. This will help prevent the crew members from marking they
want to do “everything.” When the program vice president compiles the data, using prioritized choices
allows the data to differentiate between the most important and the just casual interests.
Step 2: Brainstorm Ideas
(15 minutes)
• During this step the crew officers brainstorm ideas for activities the fictional crew might be
interested in. This is not a time to be judgmental.
• The recorder should put all ideas on a flip chart or whiteboard so that the entire group is able
to see them. Crew officers are advised to be creative. Also, they should build upon others’
ideas. The essence of this step is to answer, “What could we do?”
Step 3: Discuss and Evaluate Activity Ideas
(10 minutes)
• The crew officers evaluate the activity ideas in terms of the crew’s activity interest surveys.
This is where the program vice president’s prior compilation of the activity interest surveys will
be valuable—the officers will already know which activities are most desired. Those brainstorm
ideas that were least important based on the crew’s interests may be eliminated.
• Once the activity ideas have been evaluated in terms of the crew’s interests, they should
again be evaluated in terms of the resources available—the PCIs. Resources will definitely
constitute a limitation, but lack of resources should not automatically eliminate an activity
from consideration. It may just mean that the crew activity chair will need to expend extra
effort in order to find and secure the necessary resources.
Step 4: Select Activities for Coming Year’s Program
(10 minutes)
• Pass out a blank 12-month planning calendar. Based on the evaluation, choose the activities
that best meet the crew’s goals and desires.
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• The crew officers should also answer:
—Have we included activities of interest to everyone?
—Do the activities fit with the crew’s goals?
—Do the activities fit into the annual program?
—Have we considered fundraising, service, and recruiting?
• Lay out the meeting schedule, officer meetings, chosen activities, fundraising events,
service projects, and recruiting opportunities on an annual calendar. This is the draft
annual plan that forms the foundation for the crew’s year.
Final Steps
(2 minutes)
• Two final steps should be completed after the conference. Add these to the list you have
written on the whiteboard or flip chart:
1. Draft the plan and calendar
2. Distribute the calendar
• Once the crew officers have developed a draft annual plan, they will present it to the crew for
approval. The crew president and program vice president will then select youth activity chairs
and an adult mentor for each event.
• Larger crews may choose to pair an experienced Venturer with a newer Venturer as activity
co-chairs. Another technique is to ensure the newer Venturers are assigned to the relatively
easier activities in order to learn how to plan and manage a crew activity.
• It is also very important to publish the calendar of events and distribute it to the Venturers,
their families, and the chartered organization representative. Point out that the annual
program plan is a living document. The crew officers should review it each month at
their crew officers meeting to accommodate necessary changes.
Summary
(3 minutes)
• Too many Venturing crews are “one-man bands”—an adult Advisor unable or unwilling to
delegate to the crew officers or to other adults. Units operated this way don’t last very long
as the leaders tend to burn out.
• Constant follow-up is critical to success. When a youth agrees to chair an event, the program
vice president should not wait until the planned event to discover that nothing has been done.
Canceling events due to poor planning destroys morale in the crew.
• It is important that the program vice president follow up regularly with the activity chairs
and that the associate Advisor for program follow up regularly with the adult mentor for the
youth activity chair.
• Share that the www.Scouting.org/Venturing website has a wealth of program planning tools,
including forms, templates, and presentations.
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Closing
Time
10 minutes
Objectives
The purpose of this session is to:
• Check for understanding of crew Advisor responsibilities.
• List additional resources for Venturing Advisors.
Materials
• Training cards/Trained strips (optional)
• Handout: Local resource information and contacts (optional)
Delivery Methods
Reflection
Venturing Resources
Share the following:
• What sets Venturing apart from other youth adventure programs or clubs is that it is part of a
much larger organization, the Boy Scouts of America, led by volunteers like you and supported
by a staff of professional Scouters.
• Your crew committee is an important and valuable resource for you and your youth leaders.
Be sure they attend the Crew Committee Challenge course.
• Your council and district are there to promote Scouting and provide program, training, and
resources to help guarantee your success. This training is only one example. Share other
upcoming training opportunities for Advisors. Encourage Advisors in outdoor-oriented crews
to take Introduction to Outdoor Leader Skills.
• The district also provides each crew with a unit commissioner, a volunteer who can give
direct coaching and consultation to your committee as needed.
• Mention www.Scouting.org/Training, www.Scouting.org/Venturing, and My.Scouting.org
as resources.
• Remind them to complete the Venturing version of Youth Protection training as soon
as possible if they have not already done so.
• Additional resources—Share additional resources and local contact information
(e.g., district committee, district commissioner, roundtable, etc.).
Note: This can be a handout.
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Ask if there are any unanswered questions remaining.
Closing
Ask participants to share how they feel about their assignment to serve as a Venturing crew
Advisor and one of the most helpful or important things they learned in today’s training.
Close with the following:
• Successful Venturing committees provide support to the Venturers who are planning and
executing program, rather than provide program for them. Keep in mind that Venturers
are older and are able to take on greater responsibility for the planning, organization,
management, and leadership of their programs.
• More importantly, Venturers want the responsibility for their activities and programs.
For those with previous Scouting committee experience, the role of the committee may
differ in execution but not in broad principles. Nor does this change the need for a strong
Venturing committee regardless of the size of the crew.
• End with your own thanks and encouragement for their willingness to serve our youth.
Present certificates of completion for the course.
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Appendix
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Methods of Venturing
Leadership and Mentoring—All Venturers are given opportunities to learn and apply proven
leadership skills. A Venturing crew is led by elected crew officers. Venturing’s program model
provides explicit training experiences to help youth lead and mentor as well as opportunities to
test and refine their skills during youth-led and youth-mentored adventures.
Group Activities and Adventure—Venturing’s emphasis on adventure helps provide youth with
team-building opportunities, new meaningful experiences, practical leadership application, and
lifelong memories. Venturing activities are interdependent group experiences in which success is
dependent on the cooperation of all. Learning by doing in a group setting provides opportunities
for developing new skills.
Venturing Recognition—Personal growth comes through the Venturing recognition program
and through the acknowledgment of a youth’s competence and ability by peers and adults.
The recognition program is more than just earning awards—as a Venturer progresses through
the four levels of the Venturing recognition program, he or she will learn valuable skills and
competencies that have been identified as vital to achieving success in education, in a work
environment, and in life.
Adult Association—The youth officers lead the crew. The officers and activity chairs work
closely with adult Advisors and other adults in a spirit of partnership. The adults serve in a
shadow leader capacity. The Advisor is there to support and challenge the Venturer to make
the best decisions as he or she learns to lead their colleagues on adventures of ever-increasing
challenge and sophistication.
Ideals—Venturers are expected to know and live by the Scout Oath and Scout Law and commit to
serving God and country, other people, and themselves. A Venturer measures himself or herself
against these ideals and continually tries to improve. The goals are high, and as you reach for
them, you continuously meet the challenge and answer the question of how these statements of
personal value guide your life path.
Group Identity—Peer groups are essential for the growth and development of youth. Group
identity is the shared sense of belonging to a group with common values and serves as a means
to build positive group interactions and self-confidence. Some crews use outward signs of group
identity, such as a uniform or jacket, but a crew may decide to form an identity that is more
focused on shared commitments.
Service—Service encourages youth to identify a community need and to take action to address
that need. Service helps youth make a difference in the world beyond themselves, and in the
process, develop the disposition to put the needs of others first.
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Crew Leadership Positions
Youth Leaders
Crew President
The key youth leader. Works closely with the Advisor and leadership team to plan program and
preside at crew and crew officers’ meetings. Represents crews’ members through the council
and/or district Venturing officer association.
Administrative Vice President
Responsible for membership and recognition. Leads the recruiting effort for new crew members.
Recognizes achievements by individual crew members. Assumes the responsibility of the crew
president in his or her absence.
Program Vice President
Surveys members about their interests to help plan program activities. Arranges the program
planning process, schedules activities, and maintains the crew calendar. Provides support and
accountability for the activity chairs.
Secretary
Serves as the communications officer. Maintains crew membership and attendance records,
coordinates publicity, takes meeting minutes, and handles correspondence.
Treasurer
Serves as the financial officer. Maintains financial records, monitors the crew budget, and collects
and disburses crew funds.
Activity Chair
Appointed by the crew president to chair a crew activity or project. Each chair serves through
completion of his or her appointed task and is then reappointed to chair or assigned to work on
upcoming crew activities.
Adult Leaders
Advisor
Supports the crew president and serves as program advisor to the committee. Works directly
with the Venturers to train and guide them. Conducts the annual crew officers’ seminar. Upholds
the standards, policies, guidelines, and requirements of the chartered organization and the BSA.
Seeks to cultivate within the members of a crew a capacity to enjoy life—to have fun through the
Venturing experience.
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Associate Advisor for Administration
Takes over for the Advisor in his or her absence. Supports the youth administrative vice president
and assists with the crew’s recruitment and recognition efforts. Sees that every youth has a
smooth transition into the crew. Helps plan and conduct induction and recognition ceremonies.
Provides required two-deep leadership.
Associate Advisor for Program
Takes over for the Advisor in his or her absence. Supports the youth program vice president
to help determine the interest of members, plan the year’s program, and ensure that the
crew calendar is maintained. Advises youth leadership in the annual crew program planning
conference and approves the plan. Provides required two-deep leadership.
Associate Advisor
Helps the crew Advisor carry out his or her responsibilities; takes over in his or her absence.
Assists crew committee and youth leadership with equipment, transportation, tour and activity
plans, activities, projects, and the superactivity. Provides required two-deep leadership.
Other Adult Leaders (Committee)
Chartered Organization Representative
The direct contact between the crew and the chartered organization, and the chartered organization
and the BSA local council. Responsible for recruiting the crew committee, Advisor, and associate
Advisors. The organization’s contact with the district committee and the local council. If the
chartered organization has more than one Scouting unit, one representative serves them all.
Committee Chair
Ensures that all committee positions are filled, presides at regular monthly meetings of committee,
and supervises committee operations. Completes and maintains the crew’s Program Capability
Inventory (PCI). Secures equipment, facilities, and program resources. Seeks needed help from
unit commissioner, district committee, and other Scouting units. Sees that the charter application
is completed and turned in to council office before the expiration month. Supports the policies of
the BSA.
Committee Secretary
Keeps minutes of crew committee meetings. Keeps Crew Record Book. Advises youth secretary
and helps with charter application and crew Program Capability Inventory (PCI). May also be
charged with overseeing crew membership and registration.
Committee Treasurer
Advises youth leadership in a sound crew budget plan. Keeps crew financial record book
and is responsible for crew bank account. Guides the crew in conducting council-approved
money-earning projects. Supervises program and superactivity savings plans.
Consultant
Provides expertise to the crew’s program and assists in planning activities.
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Leadership Position Game
Titles and Descriptions
The direct contact between the crew and the chartered organization, and the chartered organization and the BSA
local council. Responsible for recruiting the crew committee, Advisor, and associate Advisors. The organization’s
contact with the district committee and the local council. If the chartered organization has more than one unit, one
representative serves them all.
Sees to it that all committee positions are filled, presides at regular monthly meetings of committee, and supervises
committee operations. Completes and maintains the crew’s Program Capability Inventory (PCI). Secures equipment,
facilities, and program resources. Seeks needed help from unit commissioner, district committee, and other Scouting
units. Sees that the charter application is completed and turned in to council office before the expiration month.
Supports the policies of the BSA.
Keeps minutes of crew committee meetings. Keeps Crew Record Book. Advises youth secretary and helps with
charter application and crew Program Capability Inventory (PCI).
Advises youth leadership in a sound crew budget plan. Keeps crew Financial Record Book and is responsible
for the crew bank account. Guides the crew in conducting council-approved money-earning projects. Supervises
program and superactivity savings plans.
Supports the crew president and serves as program advisor to the committee. Works directly with the Venturers
to train and guide them. Conducts the annual crew officers’ seminar. Upholds the standards, policies, guidelines,
and requirements of the chartered organization and the BSA. Seeks to cultivate within the members of a crew a
capacity to enjoy life—to have fun through the Venturing experience.
Takes over for Advisor in his or her absence. Supports the youth administrative vice president and assists with
the crew’s recruitment and recognition efforts. Sees that every youth has a smooth transition into the crew.
Helps plan and conduct induction and recognition ceremonies. Provides required two-deep leadership.
Takes over for Advisor in his or her absence. Supports the youth program vice president to help determine the interest
of members, plan the year’s program, and ensure that the crew calendar is maintained. Advises youth leadership in
the annual crew program planning conference and approves the plan. Provides required two-deep leadership.
Helps the crew Advisor carry out his or her responsibilities; takes over in his or her absence. Assists crew committee
and youth leadership with equipment, transportation, tour and activity plans, activities, projects, and the superactivity.
Provides required two-deep leadership.
Provides expertise to the crew’s program and assists in planning activities.
The key leader who works closely with the Advisor and leadership team to plan program and preside at crew
and crew officers’ meetings. Represents crews’ members through the Venturing officers’ association.
Responsible for membership and recognition. Leads the recruiting effort for new crew members. Recognizes
achievement of individual crew members. Assumes the responsibility of the crew president in his or her absence.
Surveys members about their interests to help plan program activities. Arranges the program planning process,
schedules activities, and maintains the crew calendar. Provides support and accountability for the activity chairs.
Serves as the communications officer. Maintains crew membership and attendance records, coordinates publicity,
takes meeting minutes, and handles correspondence.
Serves as the financial officer. Maintains financial records, monitors the crew budget, and collects and disburses
crew funds.
Appointed by the crew president to chair a crew activity or project. Each chair serves through completion of
his or her appointed task and is then reappointed to chair or assigned to work on upcoming crew activities.
✂
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Chartered Organization Representative
Committee Chair
Committee Secretary
Committee Treasurer
Advisor
Associate Advisor for Administration
Associate Advisor for Program
Associate Advisor
Consultant
President
Administrative Vice President
Program Vice President
Secretary
Treasurer
Activity Chair
✂
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Crew Organization Chart
Consultants
Chartered Organization
Chartered Organization
Representative
Activity Chairs
Vice President for
Administration*
or
Secretary*/Treasurer*
(depending on crew’s size)
Crew Committee
Associate Advisor
for Administration
Associate Advisor
for Program
Vice President
for Program*
Advisor Crew
President*
* Elected Crew Officers
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Young Adult
Developmental Issues
Experimentation
Venturers want to try out life! They want to experience a variety of social roles, responsibilities,
values, and personalities. This can include risk-taking.
Movement From Dependence to Interdependence
Venturers are moving away from being dependent on parents, teachers, and other adults
(including Advisors) and moving toward becoming interdependent with them.
Social Relationships
Quality social interaction with others is as important for Venturers’ health and well-being as it
will be at any other time in their lives. The significance of their identity and experiences is in large
part created by their social relationships.
Physiological Changes and Sexual Maturity
Venturers are experiencing great physiological changes that influence their relationships with
each other and with adults.
Reevaluation of Values
Venturing-age youth are capable of thinking critically and analytically about their personal,
family, and social values, making it possible for them to see inconsistencies in our values and
leading to the search for opportunities for commitment to new values.
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Awards Quiz
Ask participants to stand when you read a comment that pertains to their assigned award.
1. Focus on the new crew member (V)
2. Includes adventure, leadership, personal growth, and service (V, D, P, S)
3. Requires a crew board of review (D, P, S)
4. Focus on setting and achieving goals (D, P, S)
5. Participating in crew activities (D)
6. Requires an Advisor conference (V, D, P, S)
7. Leading crew activities (P)
8. Needs council approval (S)
9. Mentoring others (S)
10. Meant to be exciting and fun (V, D, P, S)
Key
V = Venturing Award
D = Discovery Award
P = Pathfinder Award
S = Summit Award
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Awards Matrix
Adventure
and Activities Leadership Personal Growth Service
Summit Mentoring and
participation
Ongoing leadership
development
Goal-setting and
personal growth
Leading others
in service
Pathfinder Leading and
participation
Leading others Goal-setting and
personal growth
Participating
in service
Discovery Participation Preparing to lead Goal-setting and
personal growth
Participating
in service
Venturer Initial participation, orientation to the crew, Personal Safety Awareness training,
induction into the crew
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Program Capability
Inventory Examples
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Crew 2345 Description
Crew 2345 consists of the following breakdown of youth and adults as seen on the youth and
adult handouts:
• Youth gender breakdown: 12 females and 12 males
• Youth age breakdown: three 14-year-olds, three 15-year-olds, four 16-year-olds,
three 17-year-olds, four 18-year-olds, six 19-year-olds, one 20-year-old
• Adult gender breakdown: five females and eight males
The officers have a sit-down meeting once a month to finalize upcoming events with the
crew Advisor and main associate Advisors. The whole crew membership is invited to attend
these meetings, but they primarily attend activities. The meetings are run by the youth
with mentoring advice from the adults present as events are being planned.
The crew tries to hold two events a month: one that lasts a few hours and one that lasts either
a full day or overnight.
• Short events in the past have included ice skating, hikes, bowling, game night, local museums,
climbing gym, swimming, local theme park, and capture-the-flag games.
• Long events in the past have included lock-ins, mystery campouts, camping trips,
tentless camping, canoe trips, shooting sports weekends, discover scuba events, and
wilderness camping.
• Service events each year include community cleanups, Scouting for Food, safe Halloween
event for Cub Scouts, and volunteering to staff local council events.
• Fundraising each year includes one mandatory fundraiser for general crew funds
(all members participate) and additional opportunities for the crew’s expenses, coordinated
by crew committee members for youth to participate in. Every year the officers work with
the crew Advisor to plan the budget for the next year and then present it for final approval
to the crew committee.
The past two summers, the crew has offered adult leadership to any youth wishing to attend the
council Venturing summer camp as well as planning a crew superactivity. Most youth chose one
trip or the other, but two youth each year chose to go on both trips. The superactivity two years
ago was a trip to Colorado. During the trip, they went whitewater rafting, horseback riding,
hiking, and biking on Pike’s Peak, and they spent two days traveling to and from Colorado.
This past summer the crew took a group to Philmont for a summer trek in the backcountry.
Past superactivites have included trips to Wisconsin, Tennessee, and Arkansas for a variety of
high-adventure activities.
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Venturing Advisor Position-Specific Training
Crew 2345 Youth
Name Gender Age Position
Stephanie Female 14
Linhphi Female 15 Finance Vice President
Alex Female 15
Kaitlyn Female 15 Communications Vice President
Madison Female 16
Alex Female 16
Gabrielle Female 17
Amanda Female 18 President
Bonnie Female 19
Jennifer Female 19
Emily Female 19
Christina Female 19
Sean Male 14
John Male 14 Crew Guide
Jack Male 16
Louis Male 16 Administrative Vice President
Michael Male 17 Program Vice President
Will Male 17
Zack Male 18
Evan Male 18
Tory Male 18
Ian Male 19
Dustin Male 19
Evan Male 20
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Venturing Advisor Position-Specific Training
Crew 2345 Adults
Name Gender Age Professional Field Crew Position
Bob Male 57 Accountant/Publisher Advisor
Dee Female 52 Hairstylist Assoc. Advisor of Admin.
Eric Male 27 University Staff Assoc. Advisor of Comm.
Sarah Female 21 Student Associate Advisor
Jacob Male 30 Retail/Farming Associate Advisor
Michele Female 44 Hairstylist Associate Advisor
David Male 54 Engineer Associate Advisor
Mike Male 64 Retired Associate Advisor
John Male 45 Insurance Committee
Tim Male 47 Graphic Designer Committee
Stacey Female 48 Pharmacist Committee
Debbie Female 53 Technology Committee
Craig Male 41 Civil Engineer Committee Chair
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Venturing Advisor Position-Specific Training
Activity Interest
Survey Results
Activity # Interested
Camping trip 20
Ice-skating party 15
Swimming 15
Holiday party 14
Project COPE 14
Cooking 13
Horseback riding 12
Shooting sports 12
Canoeing 10
Intercrew activities 10
Bowling 10
Geocaching 9
River rafting 9
Leadership skills 8
Dance 8
Photography 8
Movies 7
Skiing 7
Orienteering hike 6
Cave exploring 5
Community cleanup project 5
Beach party 4
Halloween party 4
Winter camping 4
Outdoor living history 3
Barbecue party 3
Family activity 3
Scuba diving 2
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Venturing Advisor Position-Specific Training
Upcoming Venturing Events
Month Event Hosted by Description
September Fall fun rally Council Weekend camping trip filled with
hundreds of activities, a dance on
Saturday night, and camp activities such
as shooting sports, caving, climbing,
and leadership training courses.
October Haunted Cub World Council Service project for older Scouts to
set up scary (and safe) Halloween event
for local Cub Scouts.
November Scouting for Food Council Local food drive run by the council
to benefit local food banks.
January See You on the Slopes Area Join Venturers from around the area
at the local ski hill for a night of skiing,
snow tubing, and games.
February Winterfest Region Join thousands of Venturers and
Explorers for a weekend of events
and competitions in Gatlinburg,
Tennessee. Saturday night dance.
March Mobile Lock-In Council Meet us at the St. Louis Rec Center to
board buses to tour St. Louis after dark.
We will be visiting the St. Louis Zoo and
the county morgue, and then spending
the night in the rec center. There we
will have ice-skating, swimming, and
a movie.
June Venturing
Recognition Night
Council We will be presenting at a short
ceremony Venturing awards, including
this year’s Venturing leadership awards,
to all youth who have earned them.
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Venturing Advisor Position-Specific Training
FISCAL POLICIES AND
PROCEDURES FOR BSA UNITS
Frequently Asked Questions
Should our unit have a checking or savings account?
Yes. Unit funds should be deposited in a checking or savings account that requires two signatures
on every check or withdrawal. The unit leader could be one of the signees, but it is recommended
it be a committee person. It could be that the unit leaders have a petty cash fund (with the limit
set by the committee) that is accounted for with receipts each month.
Does a unit need its own tax identification number? If so, where do we get it?
All units need a tax ID number (also referred to as an “EIN”—Employer Identification Number).
Units should NOT use the Social Security number of an adult leader. If they do, the IRS will
attribute all banking transactions, unit purchases, etc., to that leader as an individual. Units may
use the tax ID number of their chartered organization, if given permission. This may be especially
useful for the unit if that organization is tax-exempt.
Most units obtain their own tax ID number by completing IRS Form SS-4. There is no fee
involved. The current form and instructions are available on the IRS website (www.irs.gov).
Also, the IRS now allows you to provide the information over the phone and immediately receive
a unit EIN. The IRS phone number is 800-829-4933.
Who is responsible for the finances of the unit?
The unit committee is responsible for the unit’s finances. A treasurer is assigned and the
committee chair should receive the bank statement for monthly reconciliation. All unit funds
should pass through the bank account; this includes but is not limited to dues, money from unit
fundraisers, product sales, and gifts. An exception might be registration fees that are collected
as part of an organized School Night program. In this case, fees are collected by district/council
representatives and are transmitted to the Scout service center.
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Venturing Advisor Position-Specific Training
Should our unit consider insuring our unit equipment?
Yes. It is suggested that your unit insure its equipment. Remember, the chartered organization
owns the unit, and all funds used by the unit remain the responsibility of the chartered
organization as long as the charter issued by the BSA remains in place. It is recommended that
an inventory of the unit’s equipment be given annually to the chartered organization, and needs
for insurance coverage discussed at that time. Frequently, unit equipment can be added to an
existing policy of the chartered organization at minimal cost.
Can our unit deposit funds with the local council?
Yes. Most councils allow units to deposit funds to their credit in the council service center,
thus making it convenient for units to make purchases without sending cash. A “unit account”
is established for each unit that deposits funds with the council. At a minimum—at least
annually—the council should provide a detailed statement of activities of your unit account
for your unit to review.
What happens to the unit funds and equipment should the unit dissolve?
In the event of the dissolution of a unit or the revocation or lapse of its charter, the unit
committee shall apply unit funds and property to the payment of unit obligations and shall
turn over the surplus, if any, to the local council. In the case of a chartered organization, any
funds or equipment that may have been secured as property of the unit shall be held in trust
by the chartered organization or the council, as may be agreed upon, pending reorganization
of the unit or for the promotion of the program of the Boy Scouts of America.
When should our unit submit a BSA Unit Money-Earning Application?
For all unit fundraising. All unit money-earning projects must be approved in advance by using
the BSA’s Unit Money-Earning Application. Approval must be made by the chartered organization
and the local council.
Is our unit considered tax-exempt by the IRS?
That depends on who charters your unit. The only time a unit can be considered “tax-exempt”
is if its chartered organization is also tax-exempt and includes the unit. The BSA National
Council grants a charter to religious organizations, service clubs, businesses, and others who
want to charter a Scout unit. A unit is actually “owned” by its chartered organization. Chartered
organizations vary widely in tax status.
What is IRS Form 990-N, and does our unit need to file one annually with the IRS?
Form 990-N is an abbreviated filing for small tax-exempt organizations with annual gross receipts
of $50,000 or less. The BSA national office consulted with the IRS and outside counsel about
whether this filing requirement applies to Scouting units. In their opinion, most Scout units
do not have to file Form 990-N. For most units, no filing is required. The only exception is
for the very small number of units that have filed for separate, federal tax-exempt status under
Section 501(c) (3) of the Internal Revenue Code. Those units must file either Form 990-N
(if their annual gross receipts were $50,000 or less) or the more detailed Form 990 or 990EZ
(if annual gross receipts were more than $50,000).
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Venturing Advisor Position-Specific Training
Can our unit be covered under the BSA’s group exemption?
No. The IRS allows only local councils (and council trust funds) to be included under the BSA
group exemption. Scout units cannot be included under the BSA group exemption because
they “belong” to their chartered organization. (Note: Tax issues for Girl Scout troops are handled
differently by the IRS because of how Girl Scout cookie sales are structured.)
IRS Form SS-4 asks for a “GEN.” What is that, and do we have one?
The “GEN” is the Group Exemption Number for the BSA. As discussed, only councils are covered
under the BSA group exemption. Units cannot use this number. However, once your unit receives
an EIN, the unit may still qualify for a number of state and sales tax exemptions as a nonprofit
organization under your state laws. Check with your state; this varies widely across the country.
A volunteer suggested that our unit apply for its own tax-exempt status. Can we?
Units should not incorporate or apply for their own tax-exempt status. For one thing, units are
not legal entities. Even if they were, this is an expensive and time-consuming process. Units are
only permitted to raise funds through approved unit money-earning projects. Units could lose
their charter if they tried to get their own tax-exempt status and solicit tax-deductible gifts.
We can’t solicit gifts for our unit?
No. Simply put, units are not permitted to solicit any gifts. Both the Charter and Bylaws and the
Rules and Regulations of the BSA make this very clear; only local councils may solicit individuals,
corporations, United Way chapters, or foundations for gifts in support of Scouting. Units, unit
leaders, and youth members may not solicit gifts in the name of Scouting or in support of unit
needs and activities (except in unusual circumstances where the unit has received permission to
do so from the local council). Units are also prohibited from soliciting gifts on their websites.
Does that mean people can’t make gifts to our troop?
Units are not supposed to solicit gifts, but they can receive gifts. Anyone can contribute to a
unit—and many donors don’t need or care about charitable deductions. Obviously, defining a
“solicited gift” is not always easy. But we rely on our unit leaders to set good examples and honor
the intent and spirit of these important guidelines. We know it’s hard to stop people from being
generous, especially toward Scouting.
Can gifts go to the local council to benefit our unit, then “pass through” the council to us?
No. Your unit “belongs” to your chartered organization, not to your local council. IRS guidelines
prohibit any charity from accepting gifts that are “passed through” to a person or unrelated entity.
A council could accept a gift in the name of your unit and hold it in a unit account. The unit
could then “draw down” on the account for camp fees, uniform and supply needs, etc. (This is
how colleges handle student scholarships.) But be sure to first ask your local council if it has the
staff and time to do this. This is entirely the council’s decision. A council accepting a gift in the
name of the unit does not necessarily extend tax benefits to the donor.
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Venturing Advisor Position-Specific Training
My local company has employee volunteerism grants and will contribute to charities
where I volunteer my time. Can these gifts go to our unit?
Employee incentive awards and volunteerism grants usually cannot go to a unit due to the
company’s giving restrictions. Corporate donations often can go only to charities that are “501(c)
(3) charities,” and many units are not chartered by tax-exempt charities. Also, many companies
won’t make gifts to religious organizations. If a unit is “tax-exempt,” it’s often because it’s chartered
to a church, synagogue, etc., so it couldn’t receive corporate funds either. Of course, corporate
awards and grants may go to any local council for use at the discretion of the council.
Can my unit credit amounts from fundraising to an individual toward their expenses?
No. The IRS has stated that crediting fundraising amounts constitutes private benefit.
However, the unit could use the funds (all or a percentage) raised to reduce or eliminate
dues and various registration fees, purchase uniforms and Scouting books, and purchase
camping equipment. The unit could also use its funds to provide assistance to individual
Scouts in cases of financial hardship.
Are purchases by my unit exempt from sales and use tax?
State and local laws vary widely on this topic. The unit may qualify for a number of state and
sales tax exemptions as a nonprofit organization under your state laws. Check with the state
where you are making the purchase; this varies widely across the country. In some cases,
the council may be issued certificates of sales tax exemption; others require only that verbal
verification be made to the merchant at the time of purchase that the purchases will be used to
benefit the programs of Scouting, while still others allow no exemptions for any not-for-profits.
Questions? Need more information?
Please contact your local council.
Thank you for all you do for Scouting
and the youth in your community.
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Participant Course
Assessment
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Venturing Advisor Position-Specific Training
provide you with the information you need to help you
work with Venturing-age youth and young adults?
511-904
2014 Printing
Venturing Advisor
Position-Specific Training
511-904
2014 Printing
1
Venturing Advisor Position-Specific Training
Contents
Introduction..........................................................................................................2
Course Objectives ...........................................................................................3
Gathering and Welcome...........................................................................4
Aims and Methods of Scouting and Venturing......................6
Crew Leadership..............................................................................................9
Understanding Venturers..................................................................... 11
Advisor Responsibilities ........................................................................ 15
Recognition....................................................................................................... 19
Annual Program Planning .................................................................. 24
Closing ................................................................................................................. 29
Appendix........................................................................................................... 31
• Methods of Venturing .............................................................................................32
• Crew Leadership Positions.......................................................................................33
• Leadership Position Game Titles and Descriptions.......................................................35
• Crew Organization Chart .......................................................................................37
• Young Adult Development Issues ..............................................................................38
• Awards Quiz.........................................................................................................39
• Awards Matrix.......................................................................................................40
• Program Capability Inventory Examples....................................................................41
• Crew 2345 Description ..........................................................................................55
• Crew 2345 Youth ..................................................................................................56
• Crew 2345 Adults .................................................................................................57
• Activity Interest Survey Results..................................................................................58
• Upcoming Venturing Events.....................................................................................59
• Fiscal Policies and Procedures for BSA Units..............................................................60
• Participant Course Assessment.................................................................................64
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Venturing Advisor Position-Specific Training
INTRODUCTION
This course is intended to provide Venturing crew Advisors with the basic information they need
to help youth leaders manage a crew. The course includes the 2014 updates to Venturing and
aligns with the new Venturing leader materials.
The course is designed to be taught as a separate training in one or two sessions. It can also be
taught in conjunction with Crew Committee Challenge. The sessions on the aims and methods
and the crew leadership organization are the same for all participants. Leaders will break out
by role after these sessions to cover the other content. The total time necessary is about three
and a half hours. This course can be held indoors or in a camp retreat setting. The course is also
designed to be conducted in a small-group setting of about six to eight participants. It can be
facilitated by unit, district, or council trainers.
When the training is complete, the training code P21 can be entered into the leader’s training
record. Crew Advisors who complete this training and the Venturing version of Youth Protection
training are considered “trained.”
Other than the Youth Protection presentation, this syllabus is not designed or intended to be read
verbatim. Trainers should be familiar with the content and able to present it without reading.
Experienced trainers can use their own words but must be sure to cover the content and meet the
objectives of the sessions. One of the keys to success is that the trainers observe the participants
during the sessions to be sure the participants learn the topic before moving on.
Reference
Venturing leader and youth literature
Materials
• Whiteboard and dry erase markers
• Easel, blank flip charts, and markers
• Note cards
• Methods of Venturing (appendix)
• Crew Leadership (appendix)
• Pre-cut Leadership Position Game Titles and Descriptions—one per small group (appendix)
• Crew Organization Chart—one per participant (appendix)
• Awards Quiz (appendix)
• Awards Matrix (appendix)
• Planning Materials (appendix)
• Training certificates—one per participant
• Trained strips—optional
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Venturing Advisor Position-Specific Training
Course Objectives
Objectives
Trained leaders at all levels are the key to quality Scouting programs that fulfill the mission of the
Boy Scouts of America and attract and retain youth members. Participants will discuss the roles
and responsibilities of Venturing crew Advisors and how to keep youth positively engaged in the
functions of a successful crew.
Specific Objectives
As a result of this course, participants will be able to:
• Explain the nature of the Venturing program and its value to youth.
• Outline the specifics of the Venturing program.
• Explain the relationship between crew officers and Advisors.
• Value the challenges of working with youth and young adults.
• List the Venturing recognition opportunities.
• Conduct the annual program planning process.
Session Time Method
(minutes)
Gathering and Welcome 10 Lecture/discussion
Aims and Methods of Scouting and Venturing 15 Lecture/discussion
Crew Leadership 30 Game
Understanding Venturers 30 Guided discussion/reflection
Break
Advisor Responsibilities 30 Guided discussion
Recognition 30 Guided discussion/quiz
Annual Program Planning 55 Role-play
Closing 10 Reflection
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Venturing Advisor Position-Specific Training
Gathering and Welcome
Time
10 minutes
Objectives
The purpose of this session:
• Share expectations for this course.
• Increase excitement about participants’ role in Venturing.
Resources/Materials
• Resource: Venturing Advisor Guidebook
• Materials: Flip chart and easel for each small group, index/note cards, Scout Oath and
Scout Law displayed so participants can read them
• Display materials: It is encouraged to display Venturing materials and resources during
the gathering time.
• Handout: Scout Oath and Scout Law (optional)
Delivery Methods
Lecture/discussion
Note: You may want to plan a gathering activity that will involve participants before the course begins.
In any case, instructors should be available to make participants feel welcome and appreciated.
Opening
• Flag ceremony (optional) or other opening of your choice
• Recite Scout Oath and Scout Law
Introduction
Say something like: Welcome to Venturing, and thank you for agreeing to be a part of the
BSA’s program for older youth and young adults. As a crew Advisor, you can make a difference
in their lives by contributing to the effectiveness of a program designed to build character,
promote citizenship, and develop personal fitness.
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Venturing Advisor Position-Specific Training
Activity
Form small groups, and ask participants to introduce themselves and tell the group one thing
about working with a Venturing crew that they are looking forward to, one thing about working
with a crew that worries them, and what they hope to take away from today’s course. Have each
of the groups share their compiled lists with the rest of the class.
Note: Write these comments on the board or on note cards so you can refer to them during the course
as needed.
• Introduce yourself and other trainers.
• Explain the agenda for the rest of the course.
• Conduct your selected opening. This might be a good time to demonstrate the Scout
handshake, salute, and sign.
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Venturing Advisor Position-Specific Training
Aims and Methods of
Scouting and Venturing
Time
15 minutes
Objectives
The purpose of this session is to:
• Outline the basics of the Venturing program.
• State the aims of Scouting.
• Explain how Venturing achieves the aims of Scouting.
Resources/Materials
• Materials: Flip chart and easel for each small group
• Handout: Methods of Venturing from appendix
Delivery Methods
Lecture/discussion
Introduction
Venturing is a Boy Scouts of America program for youth from 14 (13 years old if completed
the 8th grade) through 17 and young adults who are 18 to 20 years old.
Because Venturing is a program for youth and young adults of this age group, Venturers are able
to do more and go further as a member of a Venturing crew than in other Scouting programs.
Aims and Methods of Scouting
Say: The BSA promises to its members that Scouting provides life-changing experiences you
can’t get anywhere else. We achieve that through our aims and methods.
Formally, the BSA has three specific objectives, commonly referred to as the aims of Scouting.
Ask the participants if they can recall the aims of Scouting and briefly discuss.
Note: The aims are character development, citizenship training, and personal fitness.
Note: You may want to make up three large cards, one aim each with the description on the back,
beforehand. Groups can take turns defining their assigned aim.
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Venturing Advisor Position-Specific Training
Divide participants into three small groups, one for each aim.
Distribute copies of Methods of Venturing (appendix). Ask each of the groups to take a
few minutes and discuss which of the methods supports the aim they have been assigned.
Note: The Venturing methods are: Leadership and Mentoring, Group Activities and Adventure,
Adult Association, Recognition, Ideals, Service, and Group Identity.
Have each group report to the entire group.
The Venturing Program
Note: Describe the following points in your own words.
The Venturing program is carried out through a Venturing crew. Its purpose is to provide
experiences that will affect the positive development of youth at a critical stage in their lives
and to prepare them to become responsible and caring adults.
Venturing has four areas of program emphasis around which the program is built:
Adventure
New experiences that push Venturers to new personal heights; adventures and activities provide
the social benefits youth crave at this point of their development; the level of difficulty is variable,
may be tailored to crew’s skills and experience, and individual and crew‐defined; it is the historic
appeal of Venturing.
Leadership
Developing broad interpersonal leadership skills applicable to life situations; meeting societal
expectations of leadership qualities as desirable, which are growing—especially among youth’s life
influencers; the level of difficulty is escalating: participate/follow, lead, mentor; it leverages formal
training and practical leadership experience (elected or appointed).
Personal Growth
Growth in the skills and ethical/moral foundations that support economic independence,
lifelong learning, and timeless values; social/educational influences provide little positive
guidance on key life, social, and moral/ethical skills, and youth know it; focus is on goal
development and personal planning; small formal “trainings” facilitate practical application.
Youth will set personal goals related to Development of Self, Development of Others, and
Development of Faith.
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Venturing Advisor Position-Specific Training
Service
Develop behavior leading to an ongoing sense of responsibility; youth have limited control
of their lives. They enjoy the opportunity to assert their values through the choice to serve;
crew or individual, Scouting, and/or community focus.
The acronym “ALPS” might help Advisors remember the areas of program emphasis.
Youth join to gain insight through fun-filled programs and hands-on activities provided by the
chartered organization, adult committee member volunteers, youth member parents, and other
consultants from the community.
The crew is led by elected youth officers but adult mentorship is critical!
The recommended uniform is the spruce green Venturing shirt with green epaulette tabs and
gray pants. However, the uniform is the choice of the crew.
Note: You may get a question regarding the Boy Scout uniform. While the uniform is their choice,
Venturing youth should not wear the Boy Scout tan shirt with green shoulder loops.
Conclusion
Our responsibility as crew Advisors is to ensure we stay true to the aims of Scouting as we assist
the crew in achieving the program-specific goals along age-appropriate guidelines.
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Venturing Advisor Position-Specific Training
Crew Leadership
Time
30 minutes
Objectives
The purpose of this session is to:
• Identify the principal crew leadership positions.
• Categorize the principal crew leadership positions.
Resources/Materials
• Cut-up Leadership Position Game Titles and Descriptions, one for each small group (appendix)
• PowerPoint slide or poster of crew organization chart
• Handouts:
—Crew Leadership Positions (appendix)
—Crew Organization Chart (appendix)
Delivery Methods
Game
Note: Before the course, make one copy of the Leadership Position Game Titles and Descriptions from the
appendix for each small group (three to four people), and cut them apart into individual strips.
Introduction
Let’s look at the crew leadership. In order to support the crew, we need to know its structure and
where the Advisors and committee fit in. Rather than tell you about each position, we are going
to let you discover it on your own.
Crew Leadership Activity
Hand out the slips of paper with the descriptions and titles of the crew leadership positions—
one per small group (you will need to have cut these up in advance). Have each group organize
them so that each position description is matched up with a title. They should also categorize
the positions into youth leaders, Advisors, and adult support leadership. (10 minutes)
Note: Do not distribute the handouts (Crew Leadership Positions and Crew Organization Chart) until after this
exercise. Let small groups come up with the categories themselves.
Pass out a copy of the Crew Leadership Positions handout from the appendix to each person.
Give the groups a few minutes to correct any errors they made. The instructor should watch
the room and answer any questions that arise. (5 minutes)
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Venturing Advisor Position-Specific Training
Crew Organization
Distribute the Crew Organization Chart to participants. Ask them what strikes them about the
organization of the crew committee. They should notice that the crew committee has significantly
more direct contact with the youth than might be seen in a typical Scouting unit committee.
The crew committee is often much smaller too. Why might this be? Answers may include:
• Youth take a much greater responsibility for many of the functions performed by the
committees in packs and troops; i.e., outdoor/activities, membership, and recognition.
• Crew Advisor and associate Advisors coach the youth to take on the training function for the
youth officers, and the committee chair and Advisor manage the training function for adults
supporting the crew.
• Committee members are expected to assume a coaching role for the crew treasurer
and secretary.
• Role of consultants, which is unique to Venturing
Keep in mind that Venturers are older and are able to take on greater responsibility for the
planning, organization, management, and leadership of their programs. More importantly,
though, Venturers want the responsibility for their activities and programs.
Summary
Leadership in the Venturing program falls on the youth members. You will notice that adults
in the Venturing program are not referred to as leaders, but as Advisors. Adults in the Venturing
program are there to coach and mentor the youth so they will grow in their leadership roles.
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Venturing Advisor Position-Specific Training
Understanding Venturers
Time
30 minutes
Objectives
The purpose of this session:
• Describe typical developmental characteristics of Venturing-age youth and young adults.
• Identify effective leadership styles to motivate Venturers.
• Perform a reflection.
Resources/Materials
• Post-it notes or small index cards
• Flip chart or blackboard/whiteboard
• Handout: Young Adult Developmental Issues (appendix)
Delivery Methods
Guided discussion/reflection
Introduction
Ask the participants, “Why do you think older youth and young adults want to join Venturing?”
Write the answers on a flip chart. Expect answers such as:
• High adventure
• Leadership skills
• Fun activities
• Community service
• Social experiences
Venturing can be all those things, but the primary purpose of Venturing is guiding youth into
becoming responsible and caring adults. The goals and methods we have already discussed will
help us do that.
As Advisors, we can make a real difference in the lives of the young people in our crews if we are
aware of the many developmental issues each Venturer is facing.
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Venturing Advisor Position-Specific Training
Adolescent Development
Ask participants to write two or three adjectives (positive and negative) that describe a
Venturing-age youth on small sheets of paper or Post-it notes. Ask participants to hold
on to them for now. (You will need them later in this session during the activity.)
Ask, “What are the first things you notice about Venturing-age youth (teenagers)?”
Possible answers may include:
• Size • Behavior • Dress
Many times we misjudge people based on these factors. It is harder to know what is going
on in their heads. Teenagers deal with opposing emotions:
• They fear and crave independence.
• They face a constant struggle for power and independence.
• They want to be unique, but are affected by peer pressure.
Write the following headings on the flip chart, and briefly explain (or distribute optional handout).
There are five important developmental issues that Venturing-age youth are facing:
Experimentation
Venturers want to try out life! They want to experience a variety of social roles, responsibilities,
values, and personalities. This can include risk-taking.
Movement From Dependence to Interdependence
Venturers are moving away from being dependent on parents, teachers, and other adults
(including Advisors) and moving toward becoming interdependent with them.
Social Relationships
Quality social interaction with others is as important for Venturers’ health and well-being as
it will be at any other time in their lives. The significance of their identity and experiences is
in large part created by their social relationships.
Physiological Changes and Sexual Maturity
Venturers are experiencing great physiological changes that influence their relationships with
each other and with adults.
Reevaluation of Values
Venturing-age youth are capable of thinking critically and analytically about their personal,
family, and social values, making it possible for them to see inconsistencies in our values and
leading to the search for opportunities for commitment to new values.
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Venturing Advisor Position-Specific Training
Activity 1
• Ask participants to reveal the adjectives they had chosen to describe Venturing-age youth.
Then have participants take turns matching each of the adjectives to the five developmental
issues and attaching the notes or cards next to the appropriate developmental issue on the chart.
• Discuss how most of the behaviors we see in young adults can be explained by one of these
five areas.
• Summarize the activity by explaining that we need to respect young people enough to understand
them. Young people need a constant; they need to be connected to understanding and caring
adults who can see their potential. We as adult leaders of youth can be a positive influence.
Leadership Styles for Advisors
Ask participants to get in small groups of two or three and list three to five leadership styles
or skills that you as an Advisor would need in order to effectively coach and mentor Venturers.
Ask groups to share their insights with the rest of the class. Answers should include:
• Be a mentor.
• Be a coach.
• Walk your talk.
• Be understanding of the teenage years and teens’ search for autonomy.
• Be able to relate.
• Show mutual respect as a team member.
• Develop and demonstrate conflict management skills.
Using Questions as a Leadership Style
• The thin line between telling and suggesting is not often clear, and suggesting a course of
action may be seen as a demand.
• Using questions as a means to help the crew make their own decisions is a technique called
reflection and has been proven to be very successful with this age group.
How to Conduct a Reflection
• Reflection is an effective method for evaluating a situation or activity to better understand
and improve on it in the future.
• It is one of the most effective tools an Advisor can use when helping Venturers improve their
leadership abilities.
• By asking questions that cause people to think, reflection is a way to look back at recent
experiences to understand what happened and use that understanding in looking forward
to the next action and new experiences.
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Venturing Advisor Position-Specific Training
• Additional information on conducting reflections can be found in the Venturing Advisor Guidebook.
• A good way to practice this skill is with initiative games like the one we are about to do.
Activity 2—Human Knot
Have the group divide into circles. (Circles should have no fewer than six and no more
than 16 participants.)
Note: Instructors can join the exercise to make the right number, but they should not contribute to the
problem-solving process.
1. Participants should face each other in a tight circle.
2. Each person holds out his or her right hand and grasps the right hand of someone in the circle,
as if they were shaking hands. This should be done in unison.
3. Now have each person extend his or her left hand and grasp the left hand of someone else in
the circle so that each person is holding the hands of two different persons.
4. This hand-in-hand configuration should come out equal. With hands tightly held, arms
intertwined and bodies close together, it’s time to explain the problem.
5. The group’s members then try to unwind themselves into a hand-in-hand circle.
To accomplish this, they will be stepping over, between, and around each other.
6. The initial hand-to-hand contact cannot be broken during the exercise. Hand connections may
pivot on one another, but skin contact may not be lost.
Sometimes these human knots will produce two or three distinct circles, and sometimes they
will be hopelessly intertwined. Be flexible; the teamwork lesson in this activity is worth the effort.
If a group quickly solves their knot, have them make a new one.
Observe the group dynamics to help in specific questions during reflection.
Reflection
When all the groups have completed untying their knots, assemble for a reflection. Ask:
• Did you feel frustrated at any time during this activity?
• Did someone emerge as the leader? Who? Why?
• Was the leader effective in solving the problem?
• Was cooperation necessary to achieve success?
• Can you see how this would be an effective technique to use with your crew?
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Venturing Advisor Position-Specific Training
Advisor Responsibilities
Time
30 minutes
Objectives
The purpose of this session is to:
• List the main responsibilities of a crew Advisor.
• Identify the events in the life of a crew where the Advisor has impact.
Resources/Materials
• Venturing Advisor Guidebook
• Guide to Safe Scouting
• Age-Appropriate Guidelines for Scouting Activities
• Whiteboard, flip chart, and easel
• Computer with Internet to access Guide to Safe Scouting (optional)
• Crew Meeting Agenda sample
Delivery Methods
Guided discussion
Introduction
We have discussed the Venturing program and the importance of the adult–youth partnership.
In this session, we will discuss what you can do as an Advisor to empower your crew.
The Advisor and associate Advisors are the key to the success of the crew. They should share
the same interests of Venturers and, if possible, of the program resources of the chartered
organization. This is achieved by training the crew’s elected officers to lead their crew, and by
planning a relevant program guided by the Advisor and crew committee.
Advisor Responsibilities
The Advisor does not have to be an expert in the crew specialty if the crew has one. However, he or
she must be a good example for youth and must be able to train and coach the crew’s elected officers.
Refer to the position description in the Venturing Advisor Guidebook. Highlight the following:
• Fostering an environment within the Venturing crew that has a true sense of community
and encourages everyone’s growth and responsibility to one another.
• Developing crew officers to lead, plan, make decisions, and carry out a program of activities
and adventures.
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Venturing Advisor Position-Specific Training
• Encouraging participation and support for the Venturing crew from the chartered
organization, associate Advisors, crew committee, parents, and other adults in the community.
• Upholding the standards and policies of the chartered organization and the Boy Scouts
of America.
• Providing the necessary framework for protecting the members of a crew from abuse.
• Ensuring that activities are conducted within BSA safety guidelines and requirements.
Advisors should be trained by the BSA.
• Seeking to cultivate within the members of a crew a capacity to enjoy life and prepare for
life as an adult.
Explain that as an Advisor, you help the members of your crew to get the most out of Venturing.
You can help them explore their interests, values, passions, and goals while having fun doing it.
Following are events in the life of a crew where assistance from the Advisor can make a difference
in the quality of the Venturing experience.
Note: Keep this next session moving. There is a lot of information to cover, but the intent is for participants to
become aware of all the facets of the program an Advisor must attend to by guiding the crew, not running it.
Youth Protection
Read the following italicized paragraphs VERBATIM to the participants.
The Boy Scouts of America places the greatest importance on providing the most secure environment
possible for our youth members. To maintain a safe environment for youth, the BSA has developed
numerous procedural and leadership selection policies, reinforces the Youth Protection message with
regular, high-quality training, and provides parents and leaders with numerous online and print
resources aimed at the different Youth Protection needs of the Cub Scouting, Boy Scouting, and
Venturing programs.
The BSA requires Youth Protection training for all registered volunteers. All new leaders are required
to complete Youth Protection training. Venturing leaders must take the Venturing version of the
course. To take the training online, go to MyScouting.org and establish an account using the member
number you received when you registered for BSA membership. If you take the training online before
you obtain a member number, be sure to return to MyScouting and enter your number for training
record credit. Your BSA local council also provides training on a regular basis if you cannot take it
online. For more information, refer to the back of the BSA adult membership application.
Youth Protection training must be taken every two years. If a volunteer does not meet the BSA’s Youth
Protection training requirement at the time of charter renewal, the volunteer will not be reregistered.
We encourage all adults—including all parents—to take the BSA’s Youth Protection training.
To find out more about the Youth Protection policies of the Boy Scouts of America and how to help
Scouting keep families safe, go to www.Scouting.org/training and click on the Youth Protection link.
Urge the participants to take Venturing Youth Protection training as soon as possible if they have
not done so already.
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Venturing Advisor Position-Specific Training
Crew Officers and Elections
It is very important that crew officers understand the roles and responsibilities of the elected
positions. A good time for the Advisor to review this is before an election.
It may sound good to be a program vice president, but does the youth understand how much
coordination it entails? Does the youth running for administration vice president understand
that he or she may be called upon to carry out the duties of the president?
Crew Code of Conduct and Operating Procedures
The crew code of conduct and operating procedures are adopted by the members of a crew
to guide their officers and program. Crew officers are expected to live by and enforce the crew
code of conduct and operating procedures.
All members of the crew are expected to abide by these rules and new members may be expected
to sign a copy when they join. They should be revised on a regular basis (usually after the election
of new officers) and voted on by the membership.
Crew Meetings
A major opportunity for practicing leadership skills is during the crew’s regular meetings.
A poorly run meeting may not be able to accomplish what it sets out to do, can hamper
fellowship, and may actually keep members away.
It is very important to understand that a crew meeting is a youth-run event. Advisors have the
chance to influence the quality of the meeting by ensuring the officers are prepared ahead of time.
If time allows, review a sample crew meeting agenda or explain where one can be found.
Crew Officers Training
When done effectively, the crew officers’ seminar allows the adult Advisors to enable and empower
the youth leadership. This training establishes the climate and values that are important and sets
the tone of what is expected of the officers and Advisors.
This is also the time to assess the goals of the crew and involve officers in the preparation for
annual program planning.
Introduction to Leadership Skills for Crews
The Introduction to Leadership Skills for Crews course helps teach young adults the attitudes and
skills that good leaders demonstrate. The course is designed to be taught to all Venturers in the crew.
The course is flexible and can be taught in its entirety or in sections to a single crew, multiple
crews, or as a district or council event.
Note: There are other leadership opportunities open to Venturers such as National Youth Leadership Training
(NYLT), National Advanced Youth Leadership Experience (NAYLE), the Kodiak Challenge, and even Wood
Badge for Venturers over the age of 18.
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Venturing Advisor Position-Specific Training
Keeping Venturers Safe
Explain that the crew may decide what activities and adventures they would like to pursue, but it
is the responsibility of the adult Advisors to manage risk by following the Guide to Safe Scouting.
Explain or show participants where this information can be found.
Encourage officers and activity chairs to become familiar with the guide as they plan adventures
and activities. They should be familiar with what is and is not allowed by the BSA, especially as
they work with consultants.
Distribute Age-Appropriate Guidelines for Scouting Activities. Explain that there are activities
that only Venturers are allowed to do. Review the handout.
Additional Training
Aside from the leadership and awards training, there are a number of courses available for Venturers.
There are training opportunities available through the BSA, online and instructor-led, to ensure
Venturers are prepared for outdoor activities and know the risks and how to have fun and stay
safe at the same time. Examples include Safe Swim Defense and Climb On Safely. Ask participants
to name others.
Summary
As a Venturing Advisor, you will work with the crew officers to help them take responsibility for
the crew’s operations. Some areas of responsibility will be harder for them to master than other
areas. But learning to take responsibility for others is part of the maturation process—part of
growing up. As an Advisor, your role is to facilitate that process.
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Venturing Advisor Position-Specific Training
Recognition
Time
30 minutes
Objectives
The purpose of this session is to:
• Describe the Venturing areas of program emphasis.
• Define the opportunities for Venturing recognition.
• List the Venturing skill-based and STEM awards.
• Explain the purpose of the Advisor conference and board of review.
Resources/Materials
• Handout: Awards Matrix (appendix)
Delivery Methods
Guided discussion/quiz
Introduction
While recognition is one of the methods of Venturing, this method is best approached as an
outcome of a balanced annual program plan developed by the members of the crew. This is
supported by Venturing’s four areas of program emphasis, which are:
• Adventure
• Leadership
• Personal Growth
• Service
Venturing’s Areas of Program Emphasis
The areas of program emphasis are influenced by the aims and methods of Venturing and provide a
framework for program and recognition.
Write two headings on a flip chart or whiteboard: “Program” and “Recognition.” Lead a discussion
on the benefits of the areas of program emphasis in each of these areas. Write comments on the board.
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Venturing Advisor Position-Specific Training
As a Program Planning Tool
• Offers a structure for the Venturers to design their own program
—Provide areas and levels of programming
• Encourages a balanced program
—Ensure that adventures are more than just fun outings
—Means of developing leadership skills
• Meets Venturers’ social needs
—Opportunity to participate in and lead adventures
—Way to provide service
As a Recognition Tool
• Recognition becomes a natural outcome of the program
• Encourage personal growth
• Broaden experience
• Appreciate efforts and accomplishments
• Acknowledgment of competence and ability by others
• Enhance job, scholarship, and college applications
Activity
Divide the participants into four groups. Distribute the awards matrix and assign each group
one of the awards. Tell participants to stand up when they think you have described an aspect
of the award they have been assigned.
Start off by saying: Venturing’s areas of program emphasis guide the recognition requirements.
Within the four areas are four levels of increasing responsibility.
Begin the quiz (appendix).
Commend the participants on their effort. A few of the questions may not have been obvious by
looking at the awards matrix alone. Briefly review the information from the following sections
on recognition wards, Advisor conference, and board of review if not already covered.
Recognition Awards
The four Venturing awards, or Trail to the Summit, constitute a pathway that guides a Venturer
from the role of a participant to a leader and mentor for others.
• Venturing Award—Learning about Venturing
—Designed to be earned within a month of joining a crew
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Venturing Advisor Position-Specific Training
• Discovery Award—Participating in crew activities and adventures
• Pathfinder Award—Leading crew activities and adventures
• Summit Award—Mentoring crew leaders
Advisor Conferences
An Advisor conference is required for each of the four awards. The Venturing Award conference
includes the crew president. The purpose of the Advisor conference is to provide an opportunity
for the Venturer to reflect on what has been learned and to express future goals.
• Venturer meets with his or her Advisor
• Occurs after level award requirements have been completed
• Requisite for the level award board of review
Boards of Review
The final requirement for the Discovery, Pathfinder, and Summit Awards is a board of review.
The purpose of the board of review is to determine the quality of the Venturer’s experience and
to encourage the Venturer’s personal development.
• Discovery and Pathfinder Awards—Crew Board of Review
—Consists of peers (youth) from the crew.
—Led by the youth leaders of the crew.
—A group of three board members is appropriate (can be more).
—Two members of the crew committee should be present during the board of review,
but they serve only in an advisory role.
—The crew Advisor and associate Advisors are not members of the board, but should
be present.
• Summit Award—Board of Review
—Led by a member of the local council advancement committee.
—Board composed of youth and adult crew leaders and adult crew committee members.
—Summit Award application must be submitted to council to schedule the board of review.
Note: Male Venturers who have earned the First Class rank in a Boy Scout troop may continue to work
on Star, Life, and Eagle ranks in the crew. In this case, the Advisors and crew committee will carry out
an advancement role similar to a Boy Scout troop. If this training is for a crew with that circumstance,
mention the Guide to Advancement and www.Scouting.org/Advancement as resources.
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Venturing Advisor Position-Specific Training
Credit for Awards
Sometimes there is confusion in the timing and ways award requirements can be completed
when a Venturer has been a Scout or is dually registered. Discuss and clarify the following in
your own words:
• Multiple credit—Although there is very little overlap in award requirements, there are
certain circumstances when a Venturer may receive multiple credit for similar requirements.
The Venturing skill-based awards (Ranger, TRUST, and Quest) do have multiple areas where
this may be applicable. For example, a Venturer who becomes certified as a Red Cross First
Aid instructor for the TRUST Award could use this to fulfill the Ranger and Quest award
requirements as well.
• Past credit—All award requirements must be completed while registered and active as a
Venturer. Requirements fulfilled before becoming a Venturer (i.e., merit badges or ranks
as a Boy Scout) cannot be used for Venturing recognition. Previously earned certifications
(such as first aid or CPR) can be used to fulfill requirements as long as they are still current
at the time of fulfilling the Venturing award requirement.
• Service Projects—An Eagle Scout project or Girl Scout Gold Award project cannot be used
for the Summit Award service project.
Other Recognition
Young adults have interests in activities that may lead to careers or increased quality of life.
These awards can enrich the Venturing experience. Briefly mention the skill-based and
STEM awards. Explain that more information is available at www.Scouting.org/STEM.
Skill-Based Awards
For Venturers seeking additional challenges in outdoor adventure, sports and physical fitness,
or spiritual life, three expert awards are available for them to earn.
• Ranger Award—Helps them become a master of the outdoors
• Quest Award—Promotes excellence in sporting and physical fitness
• TRUST Award—Learn more about one’s own faith and that of others
Skill-based awards do not require an Advisor conference or board of review.
Nova and Supernova Awards
Science, technology, engineering, and math (STEM) fields provide gateways to many exciting
careers and hobbies. The Nova and Supernova Awards provide recognition for Venturers seeking
to either begin exploring or become proficient in an aspect of STEM.
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Venturing Advisor Position-Specific Training
Nova Awards—Introductory STEM awards for Venturers
—Launch!—Science
—Power Up—Technology
—Hang On!—Engineering
—Numbers Don’t Lie—Math
Supernova Awards—Advanced STEM awards for Venturers (earned sequentially)
—Dr. Sally Ride Supernova Award
—Wright Brothers Supernova Award
—Dr. Albert Einstein Supernova Award
MyScouting Tools
Share that the BSA provides a variety of online unit management resources via My.Scouting.org
called MyScouting Tools. Explain that these tools are available to crew leadership to manage such
things as rosters, training, awards, recognitions, and more.
Summary
• Recognizing young people for their achievements helps build their self-esteem. The Venturing
awards program helps fulfill this need.
• The term “awards” in Venturing does not have the same meaning it has in Cub Scouting
or Boy Scouting. Unlike these programs, Venturers do not earn rank through advancement.
Leadership positions are either appointed or elected. However, awards serve the same
purpose, which is to encourage personal growth through leadership, service, and adventure.
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Venturing Advisor Position-Specific Training
Annual Program Planning
Time
55 minutes
Objectives
The purpose of this session is to:
• Name the three phases of the program planning process.
• Identify the purpose of the Program Capability Inventory.
• Identify the purpose of the Venturing Activity Interest Survey.
• List the steps of the program planning conference.
Resources/Materials
• Resource: Venturing Advisor Guidebook
• Materials:
—Flip chart or blackboard/whiteboard
—One-page description of the fictional crew (appendix)
—10 to 12 completed PCIs related to the fictional crew (appendix)
—Summary of the fictional crew’s interest surveys (appendix)
—List of council, area, and regional Venturing events (appendix)
—Blank 12-month planning calendar
Delivery Methods
Role-play with a fictional case study
Note: The Program Capability Inventories and Venturing Activity Interest Surveys in the appendix have been
completed as a time-saving measure and to focus on the decision-making process required to plan a successful
year of crew programing. It is essential that the facilitator become familiar with the case study materials ahead
of time and adhere to the time allotted for each step.
Introduction
(10 minutes)
In a previous session, we spoke about the responsibility the Advisor had to the crew officers, but
we saved one of the most important responsibilities for last: planning a program. Planning is a
discipline that is often ignored or done poorly. Research conducted by Eli Lilly in Indianapolis
showed that a common element of strong units is they all have a good annual program planned
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Venturing Advisor Position-Specific Training
a year in advance that is then shared with all families in the form of a calendar. The important
result of a shared annual program calendar is that your crew will attract more families and
Venturers will stay involved longer.
Your role as a Venturing Advisor is to help your crew officers plan and implement an exciting
yearlong program that will attract and retain youth. Explain that there are three phases to the
program planning process:
• Annual program planning preparation
• Program planning conference
• Program implementation
While the focus of this session is on the program planning conference, without prior preparation
by the crew officers and Advisor, the conference would not be possible. Also, a plan is only a plan
until it is implemented. Each adventure and activity decided on must also go through a planning
process as well in order to be successful.
Preparation steps should include:
• The crew Advisor holds a crew officer briefing immediately after the crew’s annual election and
starts the program planning process. The Advisor explains the process, goals, and what each
officer needs to do to prepare for the next step.
• Gather key information.
Ask the participants to brainstorm the types of key information that should be gathered by the
youth leaders in advance of the planning sessions. They should include:
• Key school dates, holidays, and exams
• Community event dates, such as proms, homecoming, and graduations
• The chartered organization’s key dates
• Personal dates that may affect your crew’s activities
• Key district and council dates
• Last year’s crew annual plan, if you have one
• Crew priorities and goals
• Venturers’ award progress records
The seven-step planning process used for individual activities and adventures can be found in the
Venturing Advisor Guidebook and the Handbook for Venturers, and is part of the Introduction to
Leadership Skills for Crews course.
During this training session, the participants will use a fictional case study to learn and practice
the steps in the annual planning process. Planning for an individual activity is covered during the
crew officer training and is a great opportunity for experienced Venturers to coach and mentor
the newer Venturers.
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Venturing Advisor Position-Specific Training
Annual Planning Meeting Steps
On a flip chart or whiteboard, write:
1. Gather and evaluate information
2. Brainstorm ideas
3. Discuss and evaluate activity ideas
4. Select activities for coming year’s program
Explain that these are the four main steps of the crew’s annual program planning conference.
It is the responsibility of the crew Advisor to coach the crew officers through this process. As you
write these four steps on the whiteboard, briefly explain what is included in each of the steps.
Gather and Evaluate Information
Do the goals of the crew align with the information gathered on the Program Capability
Inventory (PCI) and the Venturing Activity Interest Survey?
• Program Capability Inventory (PCI): Each Venturing crew uses resources from its chartered
organization, various adults associated with the crew, and consultants from the surrounding
community. The PCI is used to track skills or resources available to assist the crew program.
The crew committee updates and maintains the PCIs. The crew president, program vice
president, and Advisor should review the PCIs before the annual planning conference.
• Venturing Activity Interest Survey: Each Venturer should complete the survey and return it
to the program vice president prior to the annual planning conference.
Brainstorm Ideas
Brainstorm ideas of what the crew might do based on the Venturing Activity Interest Surveys.
Remember not to critique the ideas while brainstorming.
Discuss and Evaluate Activity Ideas
Evaluate the ideas the crew has developed to see if they match the PCIs. Do you have the
resources needed for each idea?
Select Activities for Coming Year’s Program
You may need to expand the basic program by adding support programs and activities leading
toward your big activities or activity.
Activity
The participants will role-play the crew officers (instructors may want to role-play Advisors).
They will be given completed forms, after which they will brainstorm ideas, evaluate the activity
ideas, and then develop an annual program based upon the selected activities.
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Venturing Advisor Position-Specific Training
Step 1: Gather and Evaluate Information
(5 minutes)
• Distribute the one-page descriptions of the fictional crew (interests, meeting schedule, service,
and typical activities). Pass out the completed PCIs and a summary of the crew activity
interest surveys.
• Explain that prior to the program planning conference, the crew program vice president will
have gathered the completed activity interest surveys from the Venturers and compiled the
data into a prioritized list of desired crew interests.
• Distribute a fictional list of council, area, and regional Venturing activities with
scheduled dates.
Note: One technique to assist the crew officers as they develop the crew’s annual program is to ensure the
Venturers prioritize their top five to 10 choices. This will help prevent the crew members from marking they
want to do “everything.” When the program vice president compiles the data, using prioritized choices
allows the data to differentiate between the most important and the just casual interests.
Step 2: Brainstorm Ideas
(15 minutes)
• During this step the crew officers brainstorm ideas for activities the fictional crew might be
interested in. This is not a time to be judgmental.
• The recorder should put all ideas on a flip chart or whiteboard so that the entire group is able
to see them. Crew officers are advised to be creative. Also, they should build upon others’
ideas. The essence of this step is to answer, “What could we do?”
Step 3: Discuss and Evaluate Activity Ideas
(10 minutes)
• The crew officers evaluate the activity ideas in terms of the crew’s activity interest surveys.
This is where the program vice president’s prior compilation of the activity interest surveys will
be valuable—the officers will already know which activities are most desired. Those brainstorm
ideas that were least important based on the crew’s interests may be eliminated.
• Once the activity ideas have been evaluated in terms of the crew’s interests, they should
again be evaluated in terms of the resources available—the PCIs. Resources will definitely
constitute a limitation, but lack of resources should not automatically eliminate an activity
from consideration. It may just mean that the crew activity chair will need to expend extra
effort in order to find and secure the necessary resources.
Step 4: Select Activities for Coming Year’s Program
(10 minutes)
• Pass out a blank 12-month planning calendar. Based on the evaluation, choose the activities
that best meet the crew’s goals and desires.
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Venturing Advisor Position-Specific Training
• The crew officers should also answer:
—Have we included activities of interest to everyone?
—Do the activities fit with the crew’s goals?
—Do the activities fit into the annual program?
—Have we considered fundraising, service, and recruiting?
• Lay out the meeting schedule, officer meetings, chosen activities, fundraising events,
service projects, and recruiting opportunities on an annual calendar. This is the draft
annual plan that forms the foundation for the crew’s year.
Final Steps
(2 minutes)
• Two final steps should be completed after the conference. Add these to the list you have
written on the whiteboard or flip chart:
1. Draft the plan and calendar
2. Distribute the calendar
• Once the crew officers have developed a draft annual plan, they will present it to the crew for
approval. The crew president and program vice president will then select youth activity chairs
and an adult mentor for each event.
• Larger crews may choose to pair an experienced Venturer with a newer Venturer as activity
co-chairs. Another technique is to ensure the newer Venturers are assigned to the relatively
easier activities in order to learn how to plan and manage a crew activity.
• It is also very important to publish the calendar of events and distribute it to the Venturers,
their families, and the chartered organization representative. Point out that the annual
program plan is a living document. The crew officers should review it each month at
their crew officers meeting to accommodate necessary changes.
Summary
(3 minutes)
• Too many Venturing crews are “one-man bands”—an adult Advisor unable or unwilling to
delegate to the crew officers or to other adults. Units operated this way don’t last very long
as the leaders tend to burn out.
• Constant follow-up is critical to success. When a youth agrees to chair an event, the program
vice president should not wait until the planned event to discover that nothing has been done.
Canceling events due to poor planning destroys morale in the crew.
• It is important that the program vice president follow up regularly with the activity chairs
and that the associate Advisor for program follow up regularly with the adult mentor for the
youth activity chair.
• Share that the www.Scouting.org/Venturing website has a wealth of program planning tools,
including forms, templates, and presentations.
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Venturing Advisor Position-Specific Training
Closing
Time
10 minutes
Objectives
The purpose of this session is to:
• Check for understanding of crew Advisor responsibilities.
• List additional resources for Venturing Advisors.
Materials
• Training cards/Trained strips (optional)
• Handout: Local resource information and contacts (optional)
Delivery Methods
Reflection
Venturing Resources
Share the following:
• What sets Venturing apart from other youth adventure programs or clubs is that it is part of a
much larger organization, the Boy Scouts of America, led by volunteers like you and supported
by a staff of professional Scouters.
• Your crew committee is an important and valuable resource for you and your youth leaders.
Be sure they attend the Crew Committee Challenge course.
• Your council and district are there to promote Scouting and provide program, training, and
resources to help guarantee your success. This training is only one example. Share other
upcoming training opportunities for Advisors. Encourage Advisors in outdoor-oriented crews
to take Introduction to Outdoor Leader Skills.
• The district also provides each crew with a unit commissioner, a volunteer who can give
direct coaching and consultation to your committee as needed.
• Mention www.Scouting.org/Training, www.Scouting.org/Venturing, and My.Scouting.org
as resources.
• Remind them to complete the Venturing version of Youth Protection training as soon
as possible if they have not already done so.
• Additional resources—Share additional resources and local contact information
(e.g., district committee, district commissioner, roundtable, etc.).
Note: This can be a handout.
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Venturing Advisor Position-Specific Training
Ask if there are any unanswered questions remaining.
Closing
Ask participants to share how they feel about their assignment to serve as a Venturing crew
Advisor and one of the most helpful or important things they learned in today’s training.
Close with the following:
• Successful Venturing committees provide support to the Venturers who are planning and
executing program, rather than provide program for them. Keep in mind that Venturers
are older and are able to take on greater responsibility for the planning, organization,
management, and leadership of their programs.
• More importantly, Venturers want the responsibility for their activities and programs.
For those with previous Scouting committee experience, the role of the committee may
differ in execution but not in broad principles. Nor does this change the need for a strong
Venturing committee regardless of the size of the crew.
• End with your own thanks and encouragement for their willingness to serve our youth.
Present certificates of completion for the course.
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Venturing Advisor Position-Specific Training
Appendix
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Venturing Advisor Position-Specific Training
Methods of Venturing
Leadership and Mentoring—All Venturers are given opportunities to learn and apply proven
leadership skills. A Venturing crew is led by elected crew officers. Venturing’s program model
provides explicit training experiences to help youth lead and mentor as well as opportunities to
test and refine their skills during youth-led and youth-mentored adventures.
Group Activities and Adventure—Venturing’s emphasis on adventure helps provide youth with
team-building opportunities, new meaningful experiences, practical leadership application, and
lifelong memories. Venturing activities are interdependent group experiences in which success is
dependent on the cooperation of all. Learning by doing in a group setting provides opportunities
for developing new skills.
Venturing Recognition—Personal growth comes through the Venturing recognition program
and through the acknowledgment of a youth’s competence and ability by peers and adults.
The recognition program is more than just earning awards—as a Venturer progresses through
the four levels of the Venturing recognition program, he or she will learn valuable skills and
competencies that have been identified as vital to achieving success in education, in a work
environment, and in life.
Adult Association—The youth officers lead the crew. The officers and activity chairs work
closely with adult Advisors and other adults in a spirit of partnership. The adults serve in a
shadow leader capacity. The Advisor is there to support and challenge the Venturer to make
the best decisions as he or she learns to lead their colleagues on adventures of ever-increasing
challenge and sophistication.
Ideals—Venturers are expected to know and live by the Scout Oath and Scout Law and commit to
serving God and country, other people, and themselves. A Venturer measures himself or herself
against these ideals and continually tries to improve. The goals are high, and as you reach for
them, you continuously meet the challenge and answer the question of how these statements of
personal value guide your life path.
Group Identity—Peer groups are essential for the growth and development of youth. Group
identity is the shared sense of belonging to a group with common values and serves as a means
to build positive group interactions and self-confidence. Some crews use outward signs of group
identity, such as a uniform or jacket, but a crew may decide to form an identity that is more
focused on shared commitments.
Service—Service encourages youth to identify a community need and to take action to address
that need. Service helps youth make a difference in the world beyond themselves, and in the
process, develop the disposition to put the needs of others first.
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Crew Leadership Positions
Youth Leaders
Crew President
The key youth leader. Works closely with the Advisor and leadership team to plan program and
preside at crew and crew officers’ meetings. Represents crews’ members through the council
and/or district Venturing officer association.
Administrative Vice President
Responsible for membership and recognition. Leads the recruiting effort for new crew members.
Recognizes achievements by individual crew members. Assumes the responsibility of the crew
president in his or her absence.
Program Vice President
Surveys members about their interests to help plan program activities. Arranges the program
planning process, schedules activities, and maintains the crew calendar. Provides support and
accountability for the activity chairs.
Secretary
Serves as the communications officer. Maintains crew membership and attendance records,
coordinates publicity, takes meeting minutes, and handles correspondence.
Treasurer
Serves as the financial officer. Maintains financial records, monitors the crew budget, and collects
and disburses crew funds.
Activity Chair
Appointed by the crew president to chair a crew activity or project. Each chair serves through
completion of his or her appointed task and is then reappointed to chair or assigned to work on
upcoming crew activities.
Adult Leaders
Advisor
Supports the crew president and serves as program advisor to the committee. Works directly
with the Venturers to train and guide them. Conducts the annual crew officers’ seminar. Upholds
the standards, policies, guidelines, and requirements of the chartered organization and the BSA.
Seeks to cultivate within the members of a crew a capacity to enjoy life—to have fun through the
Venturing experience.
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Associate Advisor for Administration
Takes over for the Advisor in his or her absence. Supports the youth administrative vice president
and assists with the crew’s recruitment and recognition efforts. Sees that every youth has a
smooth transition into the crew. Helps plan and conduct induction and recognition ceremonies.
Provides required two-deep leadership.
Associate Advisor for Program
Takes over for the Advisor in his or her absence. Supports the youth program vice president
to help determine the interest of members, plan the year’s program, and ensure that the
crew calendar is maintained. Advises youth leadership in the annual crew program planning
conference and approves the plan. Provides required two-deep leadership.
Associate Advisor
Helps the crew Advisor carry out his or her responsibilities; takes over in his or her absence.
Assists crew committee and youth leadership with equipment, transportation, tour and activity
plans, activities, projects, and the superactivity. Provides required two-deep leadership.
Other Adult Leaders (Committee)
Chartered Organization Representative
The direct contact between the crew and the chartered organization, and the chartered organization
and the BSA local council. Responsible for recruiting the crew committee, Advisor, and associate
Advisors. The organization’s contact with the district committee and the local council. If the
chartered organization has more than one Scouting unit, one representative serves them all.
Committee Chair
Ensures that all committee positions are filled, presides at regular monthly meetings of committee,
and supervises committee operations. Completes and maintains the crew’s Program Capability
Inventory (PCI). Secures equipment, facilities, and program resources. Seeks needed help from
unit commissioner, district committee, and other Scouting units. Sees that the charter application
is completed and turned in to council office before the expiration month. Supports the policies of
the BSA.
Committee Secretary
Keeps minutes of crew committee meetings. Keeps Crew Record Book. Advises youth secretary
and helps with charter application and crew Program Capability Inventory (PCI). May also be
charged with overseeing crew membership and registration.
Committee Treasurer
Advises youth leadership in a sound crew budget plan. Keeps crew financial record book
and is responsible for crew bank account. Guides the crew in conducting council-approved
money-earning projects. Supervises program and superactivity savings plans.
Consultant
Provides expertise to the crew’s program and assists in planning activities.
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Leadership Position Game
Titles and Descriptions
The direct contact between the crew and the chartered organization, and the chartered organization and the BSA
local council. Responsible for recruiting the crew committee, Advisor, and associate Advisors. The organization’s
contact with the district committee and the local council. If the chartered organization has more than one unit, one
representative serves them all.
Sees to it that all committee positions are filled, presides at regular monthly meetings of committee, and supervises
committee operations. Completes and maintains the crew’s Program Capability Inventory (PCI). Secures equipment,
facilities, and program resources. Seeks needed help from unit commissioner, district committee, and other Scouting
units. Sees that the charter application is completed and turned in to council office before the expiration month.
Supports the policies of the BSA.
Keeps minutes of crew committee meetings. Keeps Crew Record Book. Advises youth secretary and helps with
charter application and crew Program Capability Inventory (PCI).
Advises youth leadership in a sound crew budget plan. Keeps crew Financial Record Book and is responsible
for the crew bank account. Guides the crew in conducting council-approved money-earning projects. Supervises
program and superactivity savings plans.
Supports the crew president and serves as program advisor to the committee. Works directly with the Venturers
to train and guide them. Conducts the annual crew officers’ seminar. Upholds the standards, policies, guidelines,
and requirements of the chartered organization and the BSA. Seeks to cultivate within the members of a crew a
capacity to enjoy life—to have fun through the Venturing experience.
Takes over for Advisor in his or her absence. Supports the youth administrative vice president and assists with
the crew’s recruitment and recognition efforts. Sees that every youth has a smooth transition into the crew.
Helps plan and conduct induction and recognition ceremonies. Provides required two-deep leadership.
Takes over for Advisor in his or her absence. Supports the youth program vice president to help determine the interest
of members, plan the year’s program, and ensure that the crew calendar is maintained. Advises youth leadership in
the annual crew program planning conference and approves the plan. Provides required two-deep leadership.
Helps the crew Advisor carry out his or her responsibilities; takes over in his or her absence. Assists crew committee
and youth leadership with equipment, transportation, tour and activity plans, activities, projects, and the superactivity.
Provides required two-deep leadership.
Provides expertise to the crew’s program and assists in planning activities.
The key leader who works closely with the Advisor and leadership team to plan program and preside at crew
and crew officers’ meetings. Represents crews’ members through the Venturing officers’ association.
Responsible for membership and recognition. Leads the recruiting effort for new crew members. Recognizes
achievement of individual crew members. Assumes the responsibility of the crew president in his or her absence.
Surveys members about their interests to help plan program activities. Arranges the program planning process,
schedules activities, and maintains the crew calendar. Provides support and accountability for the activity chairs.
Serves as the communications officer. Maintains crew membership and attendance records, coordinates publicity,
takes meeting minutes, and handles correspondence.
Serves as the financial officer. Maintains financial records, monitors the crew budget, and collects and disburses
crew funds.
Appointed by the crew president to chair a crew activity or project. Each chair serves through completion of
his or her appointed task and is then reappointed to chair or assigned to work on upcoming crew activities.
✂
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Chartered Organization Representative
Committee Chair
Committee Secretary
Committee Treasurer
Advisor
Associate Advisor for Administration
Associate Advisor for Program
Associate Advisor
Consultant
President
Administrative Vice President
Program Vice President
Secretary
Treasurer
Activity Chair
✂
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Crew Organization Chart
Consultants
Chartered Organization
Chartered Organization
Representative
Activity Chairs
Vice President for
Administration*
or
Secretary*/Treasurer*
(depending on crew’s size)
Crew Committee
Associate Advisor
for Administration
Associate Advisor
for Program
Vice President
for Program*
Advisor Crew
President*
* Elected Crew Officers
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Young Adult
Developmental Issues
Experimentation
Venturers want to try out life! They want to experience a variety of social roles, responsibilities,
values, and personalities. This can include risk-taking.
Movement From Dependence to Interdependence
Venturers are moving away from being dependent on parents, teachers, and other adults
(including Advisors) and moving toward becoming interdependent with them.
Social Relationships
Quality social interaction with others is as important for Venturers’ health and well-being as it
will be at any other time in their lives. The significance of their identity and experiences is in large
part created by their social relationships.
Physiological Changes and Sexual Maturity
Venturers are experiencing great physiological changes that influence their relationships with
each other and with adults.
Reevaluation of Values
Venturing-age youth are capable of thinking critically and analytically about their personal,
family, and social values, making it possible for them to see inconsistencies in our values and
leading to the search for opportunities for commitment to new values.
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Awards Quiz
Ask participants to stand when you read a comment that pertains to their assigned award.
1. Focus on the new crew member (V)
2. Includes adventure, leadership, personal growth, and service (V, D, P, S)
3. Requires a crew board of review (D, P, S)
4. Focus on setting and achieving goals (D, P, S)
5. Participating in crew activities (D)
6. Requires an Advisor conference (V, D, P, S)
7. Leading crew activities (P)
8. Needs council approval (S)
9. Mentoring others (S)
10. Meant to be exciting and fun (V, D, P, S)
Key
V = Venturing Award
D = Discovery Award
P = Pathfinder Award
S = Summit Award
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Awards Matrix
Adventure
and Activities Leadership Personal Growth Service
Summit Mentoring and
participation
Ongoing leadership
development
Goal-setting and
personal growth
Leading others
in service
Pathfinder Leading and
participation
Leading others Goal-setting and
personal growth
Participating
in service
Discovery Participation Preparing to lead Goal-setting and
personal growth
Participating
in service
Venturer Initial participation, orientation to the crew, Personal Safety Awareness training,
induction into the crew
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Program Capability
Inventory Examples
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Crew 2345 Description
Crew 2345 consists of the following breakdown of youth and adults as seen on the youth and
adult handouts:
• Youth gender breakdown: 12 females and 12 males
• Youth age breakdown: three 14-year-olds, three 15-year-olds, four 16-year-olds,
three 17-year-olds, four 18-year-olds, six 19-year-olds, one 20-year-old
• Adult gender breakdown: five females and eight males
The officers have a sit-down meeting once a month to finalize upcoming events with the
crew Advisor and main associate Advisors. The whole crew membership is invited to attend
these meetings, but they primarily attend activities. The meetings are run by the youth
with mentoring advice from the adults present as events are being planned.
The crew tries to hold two events a month: one that lasts a few hours and one that lasts either
a full day or overnight.
• Short events in the past have included ice skating, hikes, bowling, game night, local museums,
climbing gym, swimming, local theme park, and capture-the-flag games.
• Long events in the past have included lock-ins, mystery campouts, camping trips,
tentless camping, canoe trips, shooting sports weekends, discover scuba events, and
wilderness camping.
• Service events each year include community cleanups, Scouting for Food, safe Halloween
event for Cub Scouts, and volunteering to staff local council events.
• Fundraising each year includes one mandatory fundraiser for general crew funds
(all members participate) and additional opportunities for the crew’s expenses, coordinated
by crew committee members for youth to participate in. Every year the officers work with
the crew Advisor to plan the budget for the next year and then present it for final approval
to the crew committee.
The past two summers, the crew has offered adult leadership to any youth wishing to attend the
council Venturing summer camp as well as planning a crew superactivity. Most youth chose one
trip or the other, but two youth each year chose to go on both trips. The superactivity two years
ago was a trip to Colorado. During the trip, they went whitewater rafting, horseback riding,
hiking, and biking on Pike’s Peak, and they spent two days traveling to and from Colorado.
This past summer the crew took a group to Philmont for a summer trek in the backcountry.
Past superactivites have included trips to Wisconsin, Tennessee, and Arkansas for a variety of
high-adventure activities.
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Crew 2345 Youth
Name Gender Age Position
Stephanie Female 14
Linhphi Female 15 Finance Vice President
Alex Female 15
Kaitlyn Female 15 Communications Vice President
Madison Female 16
Alex Female 16
Gabrielle Female 17
Amanda Female 18 President
Bonnie Female 19
Jennifer Female 19
Emily Female 19
Christina Female 19
Sean Male 14
John Male 14 Crew Guide
Jack Male 16
Louis Male 16 Administrative Vice President
Michael Male 17 Program Vice President
Will Male 17
Zack Male 18
Evan Male 18
Tory Male 18
Ian Male 19
Dustin Male 19
Evan Male 20
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Crew 2345 Adults
Name Gender Age Professional Field Crew Position
Bob Male 57 Accountant/Publisher Advisor
Dee Female 52 Hairstylist Assoc. Advisor of Admin.
Eric Male 27 University Staff Assoc. Advisor of Comm.
Sarah Female 21 Student Associate Advisor
Jacob Male 30 Retail/Farming Associate Advisor
Michele Female 44 Hairstylist Associate Advisor
David Male 54 Engineer Associate Advisor
Mike Male 64 Retired Associate Advisor
John Male 45 Insurance Committee
Tim Male 47 Graphic Designer Committee
Stacey Female 48 Pharmacist Committee
Debbie Female 53 Technology Committee
Craig Male 41 Civil Engineer Committee Chair
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Activity Interest
Survey Results
Activity # Interested
Camping trip 20
Ice-skating party 15
Swimming 15
Holiday party 14
Project COPE 14
Cooking 13
Horseback riding 12
Shooting sports 12
Canoeing 10
Intercrew activities 10
Bowling 10
Geocaching 9
River rafting 9
Leadership skills 8
Dance 8
Photography 8
Movies 7
Skiing 7
Orienteering hike 6
Cave exploring 5
Community cleanup project 5
Beach party 4
Halloween party 4
Winter camping 4
Outdoor living history 3
Barbecue party 3
Family activity 3
Scuba diving 2
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Upcoming Venturing Events
Month Event Hosted by Description
September Fall fun rally Council Weekend camping trip filled with
hundreds of activities, a dance on
Saturday night, and camp activities such
as shooting sports, caving, climbing,
and leadership training courses.
October Haunted Cub World Council Service project for older Scouts to
set up scary (and safe) Halloween event
for local Cub Scouts.
November Scouting for Food Council Local food drive run by the council
to benefit local food banks.
January See You on the Slopes Area Join Venturers from around the area
at the local ski hill for a night of skiing,
snow tubing, and games.
February Winterfest Region Join thousands of Venturers and
Explorers for a weekend of events
and competitions in Gatlinburg,
Tennessee. Saturday night dance.
March Mobile Lock-In Council Meet us at the St. Louis Rec Center to
board buses to tour St. Louis after dark.
We will be visiting the St. Louis Zoo and
the county morgue, and then spending
the night in the rec center. There we
will have ice-skating, swimming, and
a movie.
June Venturing
Recognition Night
Council We will be presenting at a short
ceremony Venturing awards, including
this year’s Venturing leadership awards,
to all youth who have earned them.
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FISCAL POLICIES AND
PROCEDURES FOR BSA UNITS
Frequently Asked Questions
Should our unit have a checking or savings account?
Yes. Unit funds should be deposited in a checking or savings account that requires two signatures
on every check or withdrawal. The unit leader could be one of the signees, but it is recommended
it be a committee person. It could be that the unit leaders have a petty cash fund (with the limit
set by the committee) that is accounted for with receipts each month.
Does a unit need its own tax identification number? If so, where do we get it?
All units need a tax ID number (also referred to as an “EIN”—Employer Identification Number).
Units should NOT use the Social Security number of an adult leader. If they do, the IRS will
attribute all banking transactions, unit purchases, etc., to that leader as an individual. Units may
use the tax ID number of their chartered organization, if given permission. This may be especially
useful for the unit if that organization is tax-exempt.
Most units obtain their own tax ID number by completing IRS Form SS-4. There is no fee
involved. The current form and instructions are available on the IRS website (www.irs.gov).
Also, the IRS now allows you to provide the information over the phone and immediately receive
a unit EIN. The IRS phone number is 800-829-4933.
Who is responsible for the finances of the unit?
The unit committee is responsible for the unit’s finances. A treasurer is assigned and the
committee chair should receive the bank statement for monthly reconciliation. All unit funds
should pass through the bank account; this includes but is not limited to dues, money from unit
fundraisers, product sales, and gifts. An exception might be registration fees that are collected
as part of an organized School Night program. In this case, fees are collected by district/council
representatives and are transmitted to the Scout service center.
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Should our unit consider insuring our unit equipment?
Yes. It is suggested that your unit insure its equipment. Remember, the chartered organization
owns the unit, and all funds used by the unit remain the responsibility of the chartered
organization as long as the charter issued by the BSA remains in place. It is recommended that
an inventory of the unit’s equipment be given annually to the chartered organization, and needs
for insurance coverage discussed at that time. Frequently, unit equipment can be added to an
existing policy of the chartered organization at minimal cost.
Can our unit deposit funds with the local council?
Yes. Most councils allow units to deposit funds to their credit in the council service center,
thus making it convenient for units to make purchases without sending cash. A “unit account”
is established for each unit that deposits funds with the council. At a minimum—at least
annually—the council should provide a detailed statement of activities of your unit account
for your unit to review.
What happens to the unit funds and equipment should the unit dissolve?
In the event of the dissolution of a unit or the revocation or lapse of its charter, the unit
committee shall apply unit funds and property to the payment of unit obligations and shall
turn over the surplus, if any, to the local council. In the case of a chartered organization, any
funds or equipment that may have been secured as property of the unit shall be held in trust
by the chartered organization or the council, as may be agreed upon, pending reorganization
of the unit or for the promotion of the program of the Boy Scouts of America.
When should our unit submit a BSA Unit Money-Earning Application?
For all unit fundraising. All unit money-earning projects must be approved in advance by using
the BSA’s Unit Money-Earning Application. Approval must be made by the chartered organization
and the local council.
Is our unit considered tax-exempt by the IRS?
That depends on who charters your unit. The only time a unit can be considered “tax-exempt”
is if its chartered organization is also tax-exempt and includes the unit. The BSA National
Council grants a charter to religious organizations, service clubs, businesses, and others who
want to charter a Scout unit. A unit is actually “owned” by its chartered organization. Chartered
organizations vary widely in tax status.
What is IRS Form 990-N, and does our unit need to file one annually with the IRS?
Form 990-N is an abbreviated filing for small tax-exempt organizations with annual gross receipts
of $50,000 or less. The BSA national office consulted with the IRS and outside counsel about
whether this filing requirement applies to Scouting units. In their opinion, most Scout units
do not have to file Form 990-N. For most units, no filing is required. The only exception is
for the very small number of units that have filed for separate, federal tax-exempt status under
Section 501(c) (3) of the Internal Revenue Code. Those units must file either Form 990-N
(if their annual gross receipts were $50,000 or less) or the more detailed Form 990 or 990EZ
(if annual gross receipts were more than $50,000).
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Can our unit be covered under the BSA’s group exemption?
No. The IRS allows only local councils (and council trust funds) to be included under the BSA
group exemption. Scout units cannot be included under the BSA group exemption because
they “belong” to their chartered organization. (Note: Tax issues for Girl Scout troops are handled
differently by the IRS because of how Girl Scout cookie sales are structured.)
IRS Form SS-4 asks for a “GEN.” What is that, and do we have one?
The “GEN” is the Group Exemption Number for the BSA. As discussed, only councils are covered
under the BSA group exemption. Units cannot use this number. However, once your unit receives
an EIN, the unit may still qualify for a number of state and sales tax exemptions as a nonprofit
organization under your state laws. Check with your state; this varies widely across the country.
A volunteer suggested that our unit apply for its own tax-exempt status. Can we?
Units should not incorporate or apply for their own tax-exempt status. For one thing, units are
not legal entities. Even if they were, this is an expensive and time-consuming process. Units are
only permitted to raise funds through approved unit money-earning projects. Units could lose
their charter if they tried to get their own tax-exempt status and solicit tax-deductible gifts.
We can’t solicit gifts for our unit?
No. Simply put, units are not permitted to solicit any gifts. Both the Charter and Bylaws and the
Rules and Regulations of the BSA make this very clear; only local councils may solicit individuals,
corporations, United Way chapters, or foundations for gifts in support of Scouting. Units, unit
leaders, and youth members may not solicit gifts in the name of Scouting or in support of unit
needs and activities (except in unusual circumstances where the unit has received permission to
do so from the local council). Units are also prohibited from soliciting gifts on their websites.
Does that mean people can’t make gifts to our troop?
Units are not supposed to solicit gifts, but they can receive gifts. Anyone can contribute to a
unit—and many donors don’t need or care about charitable deductions. Obviously, defining a
“solicited gift” is not always easy. But we rely on our unit leaders to set good examples and honor
the intent and spirit of these important guidelines. We know it’s hard to stop people from being
generous, especially toward Scouting.
Can gifts go to the local council to benefit our unit, then “pass through” the council to us?
No. Your unit “belongs” to your chartered organization, not to your local council. IRS guidelines
prohibit any charity from accepting gifts that are “passed through” to a person or unrelated entity.
A council could accept a gift in the name of your unit and hold it in a unit account. The unit
could then “draw down” on the account for camp fees, uniform and supply needs, etc. (This is
how colleges handle student scholarships.) But be sure to first ask your local council if it has the
staff and time to do this. This is entirely the council’s decision. A council accepting a gift in the
name of the unit does not necessarily extend tax benefits to the donor.
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My local company has employee volunteerism grants and will contribute to charities
where I volunteer my time. Can these gifts go to our unit?
Employee incentive awards and volunteerism grants usually cannot go to a unit due to the
company’s giving restrictions. Corporate donations often can go only to charities that are “501(c)
(3) charities,” and many units are not chartered by tax-exempt charities. Also, many companies
won’t make gifts to religious organizations. If a unit is “tax-exempt,” it’s often because it’s chartered
to a church, synagogue, etc., so it couldn’t receive corporate funds either. Of course, corporate
awards and grants may go to any local council for use at the discretion of the council.
Can my unit credit amounts from fundraising to an individual toward their expenses?
No. The IRS has stated that crediting fundraising amounts constitutes private benefit.
However, the unit could use the funds (all or a percentage) raised to reduce or eliminate
dues and various registration fees, purchase uniforms and Scouting books, and purchase
camping equipment. The unit could also use its funds to provide assistance to individual
Scouts in cases of financial hardship.
Are purchases by my unit exempt from sales and use tax?
State and local laws vary widely on this topic. The unit may qualify for a number of state and
sales tax exemptions as a nonprofit organization under your state laws. Check with the state
where you are making the purchase; this varies widely across the country. In some cases,
the council may be issued certificates of sales tax exemption; others require only that verbal
verification be made to the merchant at the time of purchase that the purchases will be used to
benefit the programs of Scouting, while still others allow no exemptions for any not-for-profits.
Questions? Need more information?
Please contact your local council.
Thank you for all you do for Scouting
and the youth in your community.
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Participant Course
Assessment
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provide you with the information you need to help you
work with Venturing-age youth and young adults?
511-904
2014 Printing