The following guidelines are offered as suggestions only; they are guides to aid you in deciding what information to collect.
We invite any and all of you to participate in recording your local history and in gathering local historical memorabilia. This will help to ensure that your history is not lost. The World Service Office (WSO) invites you to submit your histories for safekeeping to allow historians and scholars, as well as OA visitors from around the world, to gain a broader perception and appreciation of OA history in different areas. Anonymity and confidentiality will be protected. Please note: the WSO is only able to accept electronically formatted files due to storage limitations.
We suggest that the content and interpretation of local histories be approved by the group conscience of members involved in your area.
You may want to begin by interviewing longtime members or writing the history of your own OA experience.
On a personal level:
Where did you first hear about OA?
Did you have a sponsor? If so, how did it help you as a newcomer?
Do you continue to have a sponsor?
What contributions did you make to the Fellowship’s growth? (Please don’t be modest.)
How has OA changed since you first encountered it?
On the birth of OA in your area:
When was OA started in your town or area? Where were the first meetings held (homes, churches, etc.)?
Who was responsible for starting the group? Which early members contributed to the growth and success of the group? How was it started: as an offshoot of a parent group, as a split from the first or main group, or by one person starting the group?
What was OA like in the early days in your area?
How were new members contacted? How was Twelfth Step work done?
Was the cooperation of local community agencies and professionals—ministers, doctors, etc.—looked into?
Who were the founders and group officers of the early groups?
How often were meetings held and what kinds of meeting formats were used?
If English is not the local language in your area, how did the founding members start the group? What literature did they use and how has this changed? How has translation of OA literature been carried out?
Did any special problems arise during the early years? Did the early groups suffer growing pains?
Was your group ever given a name? What was it? Is it still the same? If it has been changed, what is the present name of the group?
Do you know how the community received the first group when it started? How has it affected the community since?
Do you have an intergroup/service board or central office in your area or community? Do you know when it started? How? By whom? Were there any problems?
Was there any opposition to OA or were there intergroup/ service board feuds in your area? Please elaborate.
Does your area sponsor OA events such as conventions, marathons, retreats, or assemblies? When were they started? How often are they held? Are they well-attended?
Do you participate in events outside your area, such as those hosted by other service bodies? Do other members from your area attend also?
Have you experienced growth in your group, in your area? Who approaches OA today: mostly young people, women, men, minorities? Are all welcome? Are there any special problems?
Does your area have a website? How was this idea received when it was proposed? How was the website created, and how is it maintained?
Has your group ever completed a public awareness/information project? Have any members ever written articles for, or been interviewed by, local newspapers?
Do you celebrate individual and group anniversaries? How?
OA Responsibility Pledge
Always to extend the hand and heart of OA to all who share my compulsion; for this I am responsible.
Overeaters Anonymous, Inc. World Service Office Location: 6075 Zenith Court NE, Rio Rancho, NM 87144, USA Mailing address: PO Box 44727, Rio Rancho, NM 87174-4727, USA Telephone: +1 505-891-2664
The group secretary is a link in a chain that disseminates important information in two ways: from the World Service Office to group members and from the group to the World Service Office.
Sending current group information or changes to the World Service Office is a job that usually falls onto the broad shoulders of the group secretary. The secretary also has the responsibility to distribute information from the World Service Office and service body, such as newsletters, surveys, and other mail, to members of the group.
Has this two-way flow of information been running smoothly in your group? If not, the place to start is to make sure your meeting is registered correctly with the World Service Office. These are some important points to remember when registering or making changes:
Use the Group Registration/Change form to make any changes to your group information. On the OA website, click on Edit a Meeting to make changes to your meeting. Contact the World Service Office if you have any questions.
When your group chooses to affiliate with an intergroup or national service board, include the intergroup’s/national service board’s number or at least the correct name of the intergroup/national service board.
With ANY change it is important to give complete information. The critical areas to complete are those marked “*required.” Make sure all information is accurate, and check that apartment numbers are included, as these are often overlooked.
Use your group number on all correspondence to the World Service Office. Once a group is registered, its group number will remain the same, regardless of changes to the meeting information.
Update the World Service Office with meeting detail changes as soon as you can, no matter how small the change. It is the group’s responsibility to do this. Some groups assume the intergroup/national service board will pass changes on to the World Service Office, and this is not always the case.
The group secretary can work with other members to make sure pertinent OA information reaches everyone. For instance, the secretary can make sure someone reviews OA News from the OA website and makes it available to members in the meeting. A group may also receive mailings from the intergroup/national service board with information that needs to be distributed. Each OA group should be sure the secretary receives adequate help and materials to do their job. The smooth flow of information between the World Service Office and the group depends on the secretary.
Other tasks of group secretaries are outlined in the OA Handbook for Members, Groups, and Service Bodies. The secretary’s tasks may include presiding at group conscience and/or steering committee meetings or seeing that the meeting place is ready each week.
If you have any questions about registering or recording changes for your group, please call, write, or send an email to the World Service Office’s group registration coordinator (info@oa.org). We are interested in hearing your ideas on how we might improve the group registration process and on group registrations in general.
Revised March 2023
Starting an OA meeting in your area is easy.
The World Service Office is here to support you in your efforts to carry the message of hope and recovery. This form of service will add to your own program of recovery! All you need is a desire to stop eating compulsively and the willingness to start the meeting.
Order the “Starter Kit”, item #730 at US$20 (plus shipping and handling).
It contains items to help get your meeting off to a good start. The kit also includes Where Do I Start? and the Suggested Meeting Format. You will also receive a sampling of our pamphlets. (Note: Your service body may offer these materials for a lower cost.)
Purchase the OA Handbook for Members, Groups, and Service Bodies, item #120 at US$13 (plus shipping and handling).
The OA Handbook will come in handy with ideas for spreading the news in your community about the meeting and as a guide to your group as it grows. The OA Handbook is also available in e-book format. Visit bookstore.oa.org for more information.
Find a meeting space.
Be sure to check out churches, community centers, schools, and libraries, as well as the hospitals. Each group ought to be self supporting, so be sure that your group considers a donation, should the facility you choose not charge you rent. For virtual meetings, there are many audio and video conferencing platforms that offer services for free or at a nominal fee.
We suggest you do this as soon as you start your meeting so it can be listed in our Find a Meeting database and people searching for a meeting in your area can find you. Please be sure to keep the World Service Office informed of any changes that occur regarding your meeting. Contact name (first name only) and phone number are important. This is how the newcomer or traveling member gets more information about the meeting. Each meeting must have a contact name and number. If there is no one in your group who wants to be listed as the contact, you can use the intergroup or service board name and number should you choose to affiliate with one.
We strongly suggest that your group affiliate with an intergroup or national service board.
An intergroup/national service board is made up of several groups in a locality or a virtual community. Its purpose is to serve and represent the groups of which they are composed and act as the guardian of the Twelve Steps, Twelve Traditions, and Twelve Concepts of OA Service. Affiliation gives the group access to this support. At some point, your group will need an intergroup/national service board representative to attend the intergroup/national service board meetings and be part of the OA community in your area. The intergroup/national service board can be helpful in supporting your meeting during this initial phase of your development. Please contact the World Service Office if you need assistance in locating an intergroup or national service board.
Check out other meetings!
If there are no OA meetings in your area and you are not very familiar with OA, you might want to consider taking a “field trip” with some other potential members to visit the meetings outside your area that are more established. It can be great fun traveling with a carload of compulsive overeaters and great for your recovery. It is also helpful for the groups that you visit. They may want to return the favor and bring members to your meeting once your group has started.
Get the word out!
A good idea is to investigate the Public Information and Professional Outreach Service Manual in the future. Its focus is on carrying the message in your community and offers several helpful suggestions and examples. It is item #765 and sells for US$20.
You are welcome to contact us at any time at info@oa.org or 1-505-891-2664. Thank you for carrying the message of recovery.
Our OA Responsibility Pledge states:
“Always to extend the hand and heart of OA to all who share my compulsion; for this I am responsible.”
Where are the people who were at your first meeting? How many of them are still coming to OA? There are many things that each of us and our groups can do to keep people coming back. In an effort to extend the hand and heart to those who share our compulsion, we offer the following suggestions for membership retention.
Welcome newcomers to your meetings. Have volunteers telephone newcomers to answer any questions they may have.
Hold newcomers’ meetings.
Start and support a recovery from relapse meeting based on the meeting format available in the Twelfth-Step-Within Handbook, p. 9, and as a free download on oa.org.
Have a regular group conscience meeting.
Have the service body sponsor a Service, Traditions, and Concepts Workshop.
Encourage your service body to regularly distribute a newsletter to keep all groups informed about area events.
Start and end your regular group meetings on time. Meet on holidays, too! Our disease never takes a holiday!
Have volunteers telephone, email, or text members who haven’t been at the meeting for a while. Build a network of support.
Create a phone chain for the entire group, especially during the holidays; put all members’ names in a hat and have each person draw one name to call.
Provide service opportunities that have no abstinence requirement at the group level so everyone can benefit from doing service!
Rotate service positions, no matter what.
List all meetings in both large and small local newspapers.
Encourage members to post information cards about meetings in grocery stores, libraries, and other public places.
Share that sponsoring and doing service are rewarding and exciting ways to benefit your recovery.
Hold sponsorship workshops so members aren’t afraid to sponsor.
Reach out to help a group member in trouble; remember-relapse is not contagious. Recovery is!
Work together to reach common goals.
Let go of expectations of yourself and others.
Most of all, do it with love and KEEP COMING BACK, NO MATTER WHAT!
These suggestions are not intended to be all-inclusive. We can take many other positive actions in order to encourage members to keep coming back. Share what works, and what doesn’t, with your fellow OA members around the world through OA newsletters, letters to your region or WSO, and Convention!
OA is a Fellowship in which thousands of compulsive overeaters find and share recovery. It is a program of attraction and a positive way of living. Together, we can recover, and together it works when we all keep coming back!
Overeaters Anonymous, Inc. World Service Office Location: 6075 Zenith Court NE, Rio Rancho, NM 87144, USA Mailing address: PO Box 44727, Rio Rancho, NM 87174-4727, USA Telephone: +1 505-891-2664
Purpose of participating
An OA display at a local health fair is an excellent way of doing Twelfth Step outreach work.
Funding
In addition to funding through your service body, funding may be available through your region, or in cooperation with other local service bodies. The Reduced Cost Literature program can assist groups and service bodies purchasing bulk literature for public information and outreach projects. For an application, go to oa.org/document-library and search under “Public Information” category.
How to locate health fairs in your area
Your group’s or service body’s public information committee may already have a list of contacts, which can be a great starting point in finding local health fairs. Other great resources are the internet, newspapers, and local community news, television, or radio programs. Search for online community calendars or health-related resources. If you find out about an event too late to participate, ask to be added to the notification list for next year’s event.
Preparation and planning
(about three to four months prior)
Form a committee and choose a chair
Encourage participation within your service body at meetings or through the service body’s newsletter. Describe specific tasks and the time commitment needed to accomplish them.
Questions to ask the fair organizers
What are the days and times of setup, operation, and breakdown?
Are there any fees? Ask about not-for-profit rates. If participation is cost prohibitive, ask the organizers if your group or service body can place OA information, such as business cards or flyers with contact information and meeting times, on a table at the event.
What is the event’s projected attendance?
Who else will be exhibiting?
Will other Twelve Step programs be participating?
Can your group or service body be located near them? Will there be a speaker on compulsive eating?
Can you hold an open OA meeting at the site?
Are there size limits or special requirements for the display?
Will rental tables or chairs be available?
Will an electrical outlet, if needed, be accessible near the booth?
Will a copy machine be available if needed?
Materials
(about two to three months prior)
Prepare the display
Your service body might own a professional exhibit booth. If not, use a table and chairs. Create a display using the Public Information Posters (available for free download at oa.org/document-library; “PI Posters”) and a selection of OA-approved literature (see below). Consider a professionally made banner, which can be used again. To use the Overeaters Anonymous logo, request permission from the World Service Office using the OA Logo Permission Request Form found on oa.org. (Go to oa.org/document-library; “Copyright.”) One way to appear professional is to avoid a cluttered look.
Stocking the booth
To prepare, use this list of supplies you may need.
extension cord
tape
markers
scissors
glue
rubber bands
stapler and staples
paper clips
volunteer badges
correction fluid/tape
pens and/or pencils
camera or mobile device to take photos of your booth and/or the event for your website or newsletter. (Remember not to photograph faces or distinguishing features in order to protect members’ and visitors’ anonymity.)
clipboards and notepaper
Literature
Only OA Conference- or board-approved literature should be offered. (See the OA-Approved Literature List. Bring enough so that people may take some. To avoid clutter, store extra literature under the table. The literature suggested below is high in newcomer interest and low in cost. It’s available from the OA bookstore at bookstore.oa.org.
Booth volunteers should be chosen carefully. They will be representing the OA program and should demonstrate recovery on all three levels: emotional, spiritual, and physical. You may wish to have abstinence requirements. It is highly recommended that booth volunteers have at least one year of current abstinence and are maintaining a healthy body weight. Look for members who have suffered from different symptoms of the disease.
Make sure volunteers know their areas of responsibility
Responsibilities include setup, breakdown, general staffing, backup, etc. Arrange the schedule so that two volunteers are working the booth at all times in case one has to leave temporarily. Shifts no longer than three hours, with two hours being optimum, are suggested. Make sure all volunteers are comfortable with the fact that they’ll be seen by the general public, who may ask them about their OA membership or may assume it. Call volunteers again one month before the fair and again one week before the fair to confirm their participation. Give copies of Guidelines for Health Fair Participation to all volunteers.
Day of fair
Setting up
Do this as early as possible. It’s easiest to have those who put up the display and lay out the literature to take the first shift.
Demeanor while working the table or booth
Be friendly, but don’t push information or literature. Sit back from the table—this allows people to feel free to take material without feeling intimidated. Look alert and interested, letting people know you’re ready to speak with them if they wish. Be careful about socializing with others staffing the booth; if you appear too “busy,” attendees may be hesitant to approach. When speaking with them, make eye contact. Remember that this is a program of attraction, not promotion (Tradition Eleven). There should be no eating, drinking, or smoking at the booth. Dress neatly and appropriately. Record the number of visitors to your table.
Answering questions
Telling people that OA is “a Twelve Step program patterned after Alcoholics Anonymous” will answer a great many questions. Keep in mind that you’re not expected to be an expert on compulsive overeating. You may, however, share your experience, strength, and hope; you might wish to bring your “before” pictures. If you give an opinion, make it clear that it is your opinion and not representative of OA as a whole.
Give people literature and meeting lists. Be sure to mention that if they have any questions, they are welcome to call the contact numbers on the meeting list or visit oa.org.
Follow-up
Send thank-you notes to the fair organizers
Ask them to put your group or service body on the mailing list for next year. Have a post-fair evaluation meeting with the volunteers to discuss how it went and collect suggestions for next time.
For more information
For more information about doing health fairs or other public information work, consult the Public Information and Professional Outreach Service Manual (#765), available from the OA bookstore at bookstore.oa.org.
Overeaters Anonymous, Inc. World Service Office Location: 6075 Zenith Court NE, Rio Rancho, NM 87144, USA Mailing address: PO Box 44727, Rio Rancho, NM 87174-4727, USA Telephone: +1 505-891-2664
Purpose of OA events
Types of events
Guarding our Traditions
Committees
Finances
Sale of merchandise
Program and choosing speakers
Additional suggestions
These guidelines have been developed through the experience of OA members and the Board of Trustees, who have contributed to their creation. They reflect OA Traditions and Concepts of Service as reflected in our OA Conference-approved literature. These guidelines are strong suggestions based on the experience of those who have gone before. The guidelines do not replace the group conscience of local OA members, but we encourage OA groups and service bodies to consider carefully before acting contrary to these suggestions.
Purpose of OA Events
The reason for OA gatherings held outside of group meetings is to provide more recovery opportunities for members. Such get-togethers remind us that we are part of a larger whole, that we are not alone. The focus of such OA events is recovery from compulsive overeating through the Twelve Steps and Twelve Traditions of OA. Many groups and service bodies hold events in conjunction with International Day Experiencing Abstinence (IDEA), Unity Day, Sponsorship Day, or OA’s birthday. Some host only one annual event, while others hold monthly or quarterly events.
Retreats, marathons, and conventions offer the laughter, warmth, understanding, and support of the OA Fellowship. They introduce members to a wider circle of individuals and to the experience, strength, and hope of others who share our disease.
These events can also benefit OA by raising much-needed revenue for OA as a whole. The income helps groups and service bodies to carry the message of recovery to the still-suffering compulsive eater.
Types of Events
All OA events address recovery from compulsive overeating through the Twelve Steps and Twelve Traditions of Overeaters Anonymous. Any OA event should not be connected with any outside issues, including religions, politics, therapies, non-OA literature, or other Twelve Step fellowships. The following events are the types most commonly held by OA groups and service bodies, such as intergroups and serviced boards.
Conventions
Most conventions are weekend events that are hosted by a service body rather than a group. They are held in hotels or conference centers that can accommodate the event’s space requirements. The activities are focused on OA recovery and fellowship, meetings, workshops, speaker sessions, and entertainment, such as dances or breaks for relaxation and fun.
Retreats
Retreats are usually held in a quiet location, such as a camp or retreat center. Retreat activities may include speaker sessions, small group discussions, one-on-one sharing, time for writing and reflection, as well as free time for members to experience fellowship.
Marathons
Marathons are usually one-day events. They consist of back-to-back speaker meetings or workshops with various, scheduled topics, allowing attendees to choose according to their needs. OA’s virtual community provides marathon phone meetings on many holidays.
Fellowship Meals/Banquets
Lunch or dinner meals with an OA speaker provide another way to combine recovery and fellowship. This type of gathering can be held at a local hotel or restaurant where the meals are purchased, or it can be as simple as a gathering where OA members provide the food.
Public Information Meetings
Special public information events are held to raise awareness of Overeaters Anonymous for the public, the professional community, and OA members’ families and friends.
Service, Traditions, and Concepts Workshops
These workshops are usually conducted by members with a thorough understanding of the Twelve Traditions and the Concepts of OA Service. A region trustee and/or regional board members can offer these workshops to intergroups and service boards as part of their service to OA.
Guarding Our Traditions
Use the following guides to observe the Traditions when planning an OA event. Remember to honor “principles before personalities” (Tradition Six).
An OA event must be sponsored by a registered OA group or service body. An event that is not sponsored by an OA group or service body is considered an outside enterprise, and, as such, may not use the OA name or mailing list (Tradition Six).
The name “Overeaters Anonymous” and the name of the sponsoring group or service body should appear on all flyers, newsletter articles, registration forms, and other announcements and forms for the event (Tradition Five).
Only OA members may be invited to act as event and workshop leaders or speakers (Tradition Six).
Printed materials should not contain endorsements of outside enterprises, such as books, publishers, treatment facilities, professionals in the field of eating disorders, hospitals, and other non-OA entities. This includes any materials or information regarding non-OA enterprises or activities with which the leader or speaker is personally involved. Refrain from printing the names or non-OA titles of speakers and leaders at OA events in all information materials. OA service titles (but not names) may be used when a speaker or leader is performing the service responsibility of their OA office (Traditions Six and Eight and OA Business Conference Policy 1990).
Ask OA members who work professionally in the field of eating disorders or are members of other Twelve Step programs to speak only about their personal experience as recovering compulsive eaters in Overeaters Anonymous (Tradition Five).
Reimbursement to a speaker beyond travel, food, and lodging is not appropriate (Tradition Eight).
Only OA-approved literature should be offered for sale at an OA event. For a list of books and pamphlets, see the OA-Approved Literature List at oa.org/document-library under “Guidelines” or contact the World Service Office (WSO). Locally produced literature should be used with the greatest discretion (Tradition Six).
Committees
An event sponsored by a group or service body is an opportunity to involve many members in Twelfth Step work. The larger the event, the more members needed to share the workload. The following are examples of service needs and opportunities:
Program volunteer
Plans the program and obtains speakers or leaders.
Registration volunteer
Handles preregistration and on-site registration.
Treasurer
Deposits receipts, pays bills incurred by the event, and furnishes detailed accounting of income and expenses when the event is over. Funds may be collected via check or electronic funds transfer (if available to group/service body).
Decorations volunteer
Responsible for signs and decorations.
Public Information volunteer
Sends information about the event to local newspapers, radio and television stations, and nearby groups, unaffiliated groups, and service bodies.
Literature volunteer
Handles OA literature to be sold at the event.
Hospitality volunteer
Provides greeters and arranges for refreshments.
Entertainment volunteer
Arranges for songs, skits, dance music, or other entertainment.
Finances
There are no dues or fees at meetings; however, it is not against the Traditions to charge fees for OA events. Events should be self-supporting to enable groups and service bodies to carry out their primary purpose, as many are held, in part, as fundraisers. Estimating both the total expenses and expected attendance should be part of event planning in order to calculate the suggested registration fee.
Items to consider when estimating expenses are: meeting room rental fees, publicity costs (printing, postage, posters, etc.), programs, name tags, decorations, and other handouts. Speakers’ expenses may include transportation, lodging, and meals. For a single-day event, consider asking a local member to host the speaker if they must stay overnight, which will lower this cost. Estimated expenses divided by estimated attendance will indicate the appropriate amount needed per person to cover costs. A registration fee is then added to that amount if the purpose of the event includes fundraising.
Many events encourage preregistration by charging less for those who register early than those who register at the event. This makes event planning easier and allows for the event’s cancellation if there is an indication that costs will not be covered. Like meetings, all OA events should be self-supporting. Collecting a Seventh Tradition at the event is another way to increase contributions.
It is customary to turn no one away from an OA event for lack of funds; however, it is not necessary to provide meals and lodging. Event organizers may wish to suggest to those who feel they cannot afford the registration fee to honestly decide how much they can contribute and accept it with no further questions. It is also possible to ask these members to give service at the event in order to practice their Seventh Tradition. Some service bodies set up “scholarship” funds to help those in need.
Good financial practices for OA events may include the following (depending on the size and complexity of the event):
Set up a separate bank account for OA events.
Require two signatures for authorization on all expenditures.
Pay all expenditures and refunds, if any, by check.
Require receipts for all expenditures.
Keep a log of all registrations received, recording check or cash information.
Appoint three knowledgeable OA members to an audit committee to verify the financial report to protect both the treasurer and the sponsoring body.
Issue a financial report itemizing income, expenses, and net profit or loss soon after the event. The income section should detail the number of people who registered and the amount received. Receipts and expenditures for items should be separated by category, such as literature, refreshments, fundraising, etc.
Sale of Merchandise
The following statement was adopted by the delegates at the 1984 World Service Business Conference (amended 2014): “It is the will of the Business Conference that sale of merchandise, per se, is not prohibited by the Traditions. With regard to sale of merchandise, ‘Each group should be autonomous except in matters affecting other groups or OA as a whole.’ If you choose to sell merchandise, the following guidelines are suggested:
All sales be made by and for OA service bodies.
Each sale item be approved by group conscience.
Sales at OA events and functions should be conducted in such a manner so as not to divert or distract from our primary purpose to carry the message to the compulsive overeater who still suffers.”
In accordance with our Traditions, each group and service body may determine whether to sell merchandise. Overeaters Anonymous must be ever mindful of our Traditions, which warn against endorsement of outside enterprises.
Program and Choosing Speakers
Recovery events are centered on a theme that is related to the OA Twelve Step program. Topic ideas may be taken from OA-approved literature. Only OA members may be invited to act as event and workshop leaders and speakers.
Some event planners invite a guest speaker, while others rely solely on members attending the event. The sponsoring group or service body determines the eligibility requirements for leaders and speakers. Most events have abstinence requirements for lead speakers but encourage all attending to share if that is a part of the event agenda. Groups and service bodies are encouraged to dialogue with potential and selected speakers to ensure both that there is a mutual understanding of expectations and requirements of the materials they will present when sharing their recovery with the OA audience and that they will conduct themselves fully within the Twelve Traditions of OA.
We suggest that the following OA Speaker Statement be read at all OA events:
“OA speakers do not represent OA as a whole, but speak from their own experience, strength, and hope. OA recognizes there are individual approaches and different concepts of working the Twelve Step program of recovery. We all are reminded that our common disease and our common purpose unite us; differences in approaches to recovery need not divide us. OA is strengthened when we honor and respect all by practicing unity with diversity.”
Unfortunately, some speakers promote outside enterprises, such as eating disorder centers and counseling services; sell their own literature and tapes; or require signed contracts, use of outside services, or other actions that raise concerns. One way to verify a speaker’s respect for the OA Traditions is to seek a recommendation from another OA group or service body for which the individual has spoken. Another method is to ask the potential speaker for a copy of a recording from a previous event where the speaker has shared.
Additional Suggestions
Contact other groups, service bodies, the region trustee, or the World Service Office with questions or for assistance. They may have more detailed information on how to plan for events.
Keep it simple.
Consider handicapped access and the comfort of attendees.
Schedule plenty of breaks and time for sharing.
Plan ahead. Include a variety of topics to accommodate all attendees.
Avoid scheduling on holidays, either national or religious, unless that is the purpose of the event (e.g. some groups and service bodies choose to hold events on holidays where large meals tend to be part of the celebratory aspect of the day). Check with nearby intergroups and service boards (as well as region and the WSO) that may be planning an event on or around the same date. This may hurt attendance at both events.
Focus on this event, not last year’s or what some other area has done.
Remember to “let go and let God” and enjoy the event.
OA Responsibility Pledge
Always to extend the hand and heart of OA to all who share my compulsion; for this I am responsible
Overeaters Anonymous, Inc. World Service Office Location: 6075 Zenith Court NE, Rio Rancho, NM 87144, USA Mailing address: PO Box 44727, Rio Rancho, NM 87174-4727, USA Telephone: +1 505-891-2664
Fundraising Ideas
The Tradition of Self-Support
The Prudent Reserve
Guarding our Traditions
Fundraising Ideas
OA events are wonderful for fellowship and recovery, and the funds they generate can help groups and service bodies continue Twelve Step work. Fundraisers that include the use of OA literature reinforce the program and help carry the message.
Suggested fundraisers
Anniversary celebrations
Annual OA events such as Overeaters Anonymous’ birthday and International Day Experiencing Abstinence (IDEA), Unity, and Twelfth Step Within days may be celebrated with a marathon, banquet, or dance. Hold an OA meeting in conjunction with the social event. National holidays can also be special times for fellow OA members to be together. Valentine’s Day dances, Independence Day picnics, Thanksgiving “thank-a-thons,” and New Year’s Eve balls are examples of events with a holiday theme.
Games and activities
A dance or carnival can include games and activities that can be enjoyed for a nominal donation. (Examples: photo booths and face- and/or hand-painting stands.) Raffles, 50/50 drawings, or other games of chance may be offered in areas where state and local laws permit. In addition, raffles or games of chance should be conducted in a manner that does not divert from our primary purpose.
Merchandise sales
T-shirts, mugs, book bags, and other items can be sold at OA events and serve as ongoing fundraisers for groups and service bodies. In accordance with OA World Service Business Conference (WSBC) policy, it is suggested that all sale items be approved by group conscience and that sales be conducted in a manner that will not divert attention from OA’s primary purpose or endorse an outside enterprise.
Auctions
Items or services contributed by OA members can be purchased by the highest bidder.
Boutique
Items donated by OA members may be sold to OA members for set prices.
Talent shows
Members can show off their creativity and raise money.
Gratitude pledges
Members may choose to make special Seventh Tradition contributions to celebrate OA birthdays, memorials, or other occasions. Pledge envelopes can be made available at meetings.
Contribution jars
These could be set out for special causes as well as ongoing needs such as the region representative or World Service Business Conference delegate travel funds, telephone funds, buying office equipment, or scholarships to OA events.
“No Bake” sales
Members contribute money they used to spend on snack or junk food items.
For additional ideas or guidance, contact other service bodies or your region.
The Tradition of Self-Support
OA’s Seventh Tradition states: “Every OA group ought to be fully self-supporting, declining outside contributions.”
A question groups and service bodies must ask themselves is: “Are we truly self-supporting?”
How can our group increase the Seventh Tradition collection?
Group members may not be aware of how important individual contributions are to OA’s continued existence. To bring this point home during meetings, the group treasurer might read aloud OA’s Seventh Tradition and its explanation from the pamphlet The Twelve Traditions of Overeaters Anonymous as the basket is being passed. Group treasurers can also make monthly reports to their groups and make sure the basket circulates to all members. Virtual meeting members may contribute directly to the WSO. To contribute, go to the 7th Tradition Contribution page on oa.org.
How much should our group give to our service body and why?
Many meetings never contribute financially to their service bodies—sometimes because they don’t understand the importance of it, sometimes because they don’t know how. A good guide for making appropriate financial contributions to service bodies is the pamphlet Seventh Tradition of OA. It explains how contributions support service body services such as telephone hotlines, meeting lists, public information, and Twelfth Step Within activities. Groups and service bodies might consider donating these guidelines to each of their meetings. Virtual meetings contribute to their service body and the World Service Office (WSO).
What can service bodies do to encourage contributions?
Service body officers may want to attend meetings that haven’t contributed to the service body and explain the concept of self-support. Monthly service body newsletters can print service body treasurers’ reports to let members know how contributions are being spent. Communications can include the service body, region, and World Service Office addresses to help groups send in their contributions. Service body treasurers should keep in regular contact with group treasurers. Groups that do contribute could be acknowledged through thank-you notes and notices in the service body newsletter.
Am I giving enough?
A personal question members may want to ask themselves is: “Am I still contributing in the same manner as when I first came into the program? I used to spend many dollars on my binge foods; how much do I donate in gratitude for my recovery?” Some individuals make yearly donations to the WSO to express their gratitude for the recovery they have found in OA. Sponsors might share with sponsees the meaning and importance of the Seventh Tradition.
To help OA carry the message of recovery, members may want to give an automated monthly Seventh Tradition contribution. OA accepts contributions from OA members, groups, and service bodies only. An OA member may contribute up to US$7,500 per year to the general fund, up to US$7,500 to any special fund, and up to US$7,500 to honor the memory of a deceased member. To set your monthly contribution, visit the 7th Tradition Contribution page on oa.org.
The Prudent Reserve
What is a prudent reserve?
A prudent reserve is an amount of money set aside to provide a source of funds for situations such as a sudden increase in expenses or an unanticipated loss in contributions with the intention of reserves being used and replenished within a reasonably short period of time. Each group or service body should establish its own prudent reserve policy.
How much money should be in the prudent reserve?
The amount may be determined by figuring operational expenses for a given period of time—for example, the World Service Office has selected three months to calculate its minimum reserve funds. Expenses include such things as rent, telephone, postage, printing, utilities, and salaries, if applicable. The fund should be periodically reviewed to make sure it meets the present and projected needs of the group or service body.
What if our group doesn’t have any extra money?
If a service body finds it can’t fully fund its prudent reserve all at once, fundraising activities such as those suggested in these guidelines may be undertaken to raise the needed monies.
Guarding Our Traditions
It’s the responsibility of all OA members to act as guardians of our Traditions. Not upholding our Traditions often occurs through misunderstanding or misinformation. We need to be constantly alert that we don’t inadvertently make a precedent-setting decision that could adversely affect our own and other OA groups and thus OA as a whole.
Overeaters Anonymous, Inc. World Service Office Location: 6075 Zenith Court NE, Rio Rancho, NM 87144, USA Mailing address: PO Box 44727, Rio Rancho, NM 87174-4727, USA Telephone: +1 505-891-2664
Contents
Introduction
Purpose of a Budget
Creating the Budget
Budget Format
Determining a Prudent Reserve
Budget Review
Revenue Review
Expense Review
Additional Budgeting Tips
Introduction
These guidelines are designed to help service bodies (intergroups, service boards, regions) develop an annual process for creating, monitoring, and administering a budget. This enables service bodies to adhere to Tradition Seven: “Every OA group ought to be fully self-supporting, declining outside contributions.”
Purpose of a Budget
A service body’s budget provides a means to plan for the fundraising and expenditures necessary to perform the Twelve Step work of carrying the message within and outside the Fellowship of Overeaters Anonymous. A budget can facilitate planning by allocating projected income against anticipated expenses for the upcoming year.
As the service body develops consensus on group priorities, the budget provides a framework to accomplish the following goals:
Strengthen the service body and/or member’s sense of ownership and involvement
Give the board, committees, and representatives of the service bodies clear direction on the suggested activities for the year
Help the service body operate without fear of financial insecurity
According to Concept Twelve, section (b), “sufficient operating funds, plus an ample reserve, shall be OA’s prudent financial principle.” To continue providing services, Overeaters Anonymous service bodies need to have budgets based on past experience, as well as on current and projected income. A prudent reserve is an emergency fund or savings that allows OA service bodies to carry the message of recovery, even if projected income is not met. The amount may be determined by figuring operational expenses for a given period of time—for example, one to six months. Expenses include such things as rent, telephone, postage, printing, utilities, and salaries, if applicable. The fund should be periodically reviewed to make sure it meets the present and projected needs of the group or service body.
Creating the Budget
Organizations use budgets to agree on how to spend resources in a given fiscal year. It is important to understand the differences between fixed and variable spending, in case of a catastrophic financial event. The service body may ask the treasurer or a budget committee to draft the proposal. The process involves estimating future income and expenses.
Estimating Yearly Income
Yearly income can come from Seventh-Tradition contributions, fundraising activities, and proceeds from retreats, workshops, marathons, etc. In addition, money may be available from OA regions or World Service Office (WSO) to fund special requests; for example, delegate travel to the World Service Business Conference (WSBC) or trustee travel to speak at workshops, professional exhibits, etc. (See oa.org or individual region websites for more information.)
Estimating Expenses
Expenses can be divided into two categories: fixed and variable.
Fixed expenses may include the following items:
costs for copies
office rent
room rent
post office box
telephone
Variable expenses may include the following items:
postage
professional outreach or public information projects
Twelfth Step Within activities
special events
delegate and region representative travel (and region chair or trustee travel, if applicable)
newsletter, literature, media library
ad hoc committees, such as bylaws, budget, etc.
website development and maintenance
contributions to other levels of service: service body or WSO
A service body can determine its budget for an upcoming year by reviewing the past year’s budget and considering the need to increase income or decrease expenses. The service body can also ask OA members or committees to submit proposals on how much money they need for certain duties or obligations. Exhibit 1 below is an example of a proposal to the budget committee for travel to a region assembly.
Exhibit 1: Budget Proposal Example
Item
Estimate
Source
Registration Fee
$40
Region Assembly Registration Form
Mileage
$28
200 miles (per internet navigation site software) x 14 cents per mile
Hotel
$240 (plus tax)
Hotel rate of $120 per night plus tax
Meals
$110
$55/day x 2 days
Total Request
$418
(NOTE: This example is from the United States. Transportation reimbursement policies and rates will vary by country.)
Budgets can be legibly handwritten, typed, or entered into a software program. The advantage of using computer software—whether a spreadsheet or financial program—is the ease of entering, updating, and disseminating data to members.
Exhibit 2: Sample Budget
INCOME
BUDGET
CDs and Electronic Media
$
Convention—Local
$
Convention—State
$
Fundraising
$
Retreat
$
Seventh Tradition Contributions—Group
$
Seventh Tradition Contributions—Individual
$
Workshops
$
TOTAL INCOME
$
EXPENSES
$
Banking Fees/Adjustments
$
Chair’s Expenses
$
Convention—State
$
Delegate Expenses
$
Newsletter
$
P.O. Box Rental
$
Phone Service
$
Professional Outreach/Public Information
$
Secretary—Corresponding
$
Secretary—Recording
$
Seventh Tradition Contributions to Region
$
Seventh Tradition Contributions to World Service Office
$
Twelfth Step Within
$
Ways and Means
$
We Care List
$
Website (for the year)
$
TOTAL EXPENSES
$
INCOME MINUS EXPENSES
$
The items in this sample budget are listed alphabetically. In practice, a service body usually lists budget items in order of priority. Fixed expenses are deducted first, and the remaining balance is divided among variable expenses as determined by member proposals and group conscience. Some service bodies have agreed on policies that prescribe how to prioritize variable expenses.
The service body’s treasurer reviews the requests and checks for accuracy, and then enters the figures into the budget document.
The treasurer (or budget committee chair) convenes a meeting where interested members agree to the funding allocation among committees.
If available funds will not cover all the requests, the service body has two options to align with the service body’s agreed priorities:
To evenly reduce discretionary expenses
To have committee members reduce or eliminate funding for specific work
What is the budget approval process?
The service body’s bylaws may stipulate the approval process. Listed below is one example of the levels of approval:
budget committee
executive board
service body representatives
Determining a Prudent Reserve
A prudent reserve is an amount of money set aside so the service body can function if its income falls below expectations. Voluntary contributions are unpredictable, so service bodies must balance the need to be prudent and ensure stability with the need to carry the message. Many service bodies determine the size of a prudent reserve by establishing a certain percentage of operating expenses. One suggestion is to set aside a minimum of one to six months’ total operating expenses. By examining its financial records for the past one to three years, a service body can estimate its operating expenses and determine a prudent reserve. (For more information about determining a prudent reserve see the Fundraising and Prudent Reserve Guidelines for Groups and Service Bodies on oa.org.)
Budget Review
The power of a budget lies in reviewing and adjusting it. It is wise to conduct regular budget reviews and report variances to the service body. In addition, treasurers should quickly review the budget before each expenditure and review it more formally each quarter.
Revenue Review
If revenues are substantially down, the following actions are helpful:
Report the decline immediately to the service body, using exact numbers.
Discuss the necessary corrective steps, which can include formally reducing budgets, if necessary, and consider fundraising events or campaigns to increase contributions.
If revenues are substantially up, the following actions are helpful:
Celebrate the success through service body announcements.
Consider adding budget money to areas that would help carry the message.
Let area groups know how the extra money will be spent.
The adjustments mentioned above should go through the appropriate approval process.
Expense Review
Analyze each expense category to see what is on budget, over budget, under budget, or nearing budget limits.
If expenses are on budget, report this success to the service body.
If expenses are over the budgeted amount, the following actions are helpful:
Report the increase to the service body and explain the reasons for it.
Decide how to increase the budget or freeze spending for the remainder of the year.
If expenses are under budget, the following actions are helpful:
Report the decrease to the service body.
Determine whether the excess funds can be used elsewhere or held in reserve.
Determine why the item is under budget and take corrective action.
Is the budgeted item no longer important or necessary? Consider moving the budget allocation to another area.
Is the budgeted item important or necessary but not being carried out? Take immediate corrective action.
Keep in mind that any adjustments to the budget should go through the approval process.
If expenses are nearing the end of their budgeted amounts, the following actions are helpful:
Alert the appropriate person within the service body so he or she can make adjustments accordingly.
Review the budget amount for appropriateness.
Additional Budgeting Tips
Make the budgeting process as simple as possible.
Involve as many members as you can in financial planning and budgeting. This will take the mystery out of finances.
Explain to all service body members what the money is being spent on.
Talk about finances at all levels, emphasizing that every member can contribute to the service body’s financial health.
Put excess revenues back into services that help carry the message. If revenues are substantially up, it may be appropriate to increase spending above budgeted amounts, or to increase Seventh Tradition contributions to the region or World Service Office (WSO).
Even if revenues are up, the service body should approve spending above budgeted amounts prior to committing to the expenditure.
Treasurers should check budgets before reimbursing anyone, and the service body should approve any reimbursement amounts not in the budget.
Financially stable service bodies and strong recovery in an area usually go hand in hand.
Seventh Tradition contributions usually follow recovery.
If revenues are down, focus on recovery.
If revenues are up, celebrate recovery and carry the message even more.
Service bodies that participate in the service structure above intergroup level tend to become stronger financially. If revenues are down, resist the temptation to stop sending representatives to region, national/language service board, and world service events. Participation in these events brings fresh ideas that help carry the message, thus strengthening service bodies financially.
Contribute year-end cash surpluses to the wider Fellowship according to the group conscience in your area. Groups frequently choose to send 50 percent of excess funds to their intergroup or service board, 10 percent to their region and 40 percent to WSO. Groups may also choose to contribute all excess funds to their intergroup/service board, and allow those service bodies to contribute to the region and WSO.
Always put money above the prudent reserve back into recovery-related services, or contribute year-end cash surpluses to the wider Fellowship according to the group conscience in your area.
Relate the service body’s total costs to the number of groups supported by that service body. One region that had a financial crisis used this approach: First, the region divided its expenses by the number of groups in that region, thus coming up with an average per group. The region used this average to arrive at a range of suggested contributions from each group. The region then sent a letter or email to each group, explaining the status of the region’s finances and asking all groups to consider contributing within the suggested range. This proved to be an effective communication: The region’s income increased by 66 percent in the first year after the letter was sent, and by 48 percent in the following year. This approach was successful because the request was clear and simple and the suggested contribution was manageable. It provided a goal for less-affluent groups and allowed more-affluent groups to perceive they were assisting the other groups.
Overeaters Anonymous, Inc. World Service Office Location: 6075 Zenith Court NE, Rio Rancho, NM 87144, USA Mailing address: PO Box 44727, Rio Rancho, NM 87174-4727, USA Telephone: +1 505-891-2664
Use this guide with suggestions of what to say and what not to say when speaking to someone about OA for the first time.
DOs
I am open to talking about my recovery.
I mention how much my weight has changed, and I may show my pre-OA photo.
I am positive and happy when talking about OA.
I am always willing to give out the New Prospect Card and my phone number.
I emphasize the peace of mind I have found in life around food.
I suggest that people come to a meeting and just listen. Nothing is required of them.
I mention OA to my doctor and other health care professionals.
I carry the message as part of my action plan.
I am concise when talking about the OA program, leaving room for curiosity.
I explain the concept of “just for today.”
I mention that OA is a nonprofit organization and there are no membership dues or fees.
I share how OA has helped in all facets of my life.
I explain some of the program’s Tools.
I give examples of my unhealthy eating behaviors from before OA (such as eternal dieting, starving, bingeing, constantly weighing myself).
I say that our program is modeled on Alcoholics Anonymous and that my problem is similar to alcoholism. OA is for people who use food just like alcoholics use alcohol.
I offer to meet them at their first meeting if at all possible.
DON’Ts
I don’t tell people that OA is the only way.
I try not to sound like a preacher or give a speech.
I don’t judge other people, and I don’t label them as compulsive overeaters.
I don’t talk about another’s shape or weight, only my own.
I do not mention specific spiritual or religious beliefs.
I don’t speak about OA to someone new unless he or she shows an interest.
I don’t try to “sell” the Twelve Step program or exaggerate about it.
I don’t promise anything.
I don’t put down diets or methods of weight loss; I don’t compare OA to other programs.
I don’t give too much information about meetings and how it all works; the best way to understand is to come to a meeting.
I don’t give unsolicited advice or suggestions.
I don’t rush people into making a decision.
I don’t argue.
I don’t shut the door. Even if someone is not interested now, he or she may be interested in the future.
“I don’t have to wait until I am perfect to do service.” (Voices of Recovery, Second Edition, p. 252)
“Service gives me practice at freeing myself from the bondage of self.” (Voices of Recovery, Second Edition, p. 284)
“Only by working with those who are not yet free [from the disease] do I fully realize that freedom.” (For Today, p. 252)
“We now have a message of hope to carry to other compulsive overeaters.” (The Twelve Steps and Twelve Traditions of Overeaters Anonymous, Second Edition, p. 81)
“When all other measures failed, work with another alcoholic would save the day.” (Alcoholics Anonymous, 4th ed., p. 15)
“Most of us who’ve worked this program will be unable to keep the recovery we have unless we share our experience, strength, and hope with others.” (The Twelve Steps and Twelve Traditions of Overeaters Anonymous, Second Edition, p. 82)
“Practical experience shows that nothing will so much insure immunity from drinking as intensive work with other alcoholics.” (Alcoholics Anonymous, 4th ed., p. 89)
“Those of us who live this program don’t simply carry the message; we are the message.” (The Twelve Steps and Twelve Traditions of Overeaters Anonymous, Second Edition, p. 87)
Having had a spiritual awakening as the result of these Steps, we tried to carry this message to compulsive overeaters and to practice these principles in all our affairs.
Tradition Five
Each group has but one primary purpose—to carry its message to the compulsive overeater who still suffers.
OA Responsibility Pledge
Always to extend the hand and heart of OA to all who share my compulsion, for this I am responsible.
The Twelve Steps
We admitted we were powerless over food—that our lives had become unmanageable.
Came to believe that a Power greater than ourselves could restore us to sanity.
Made a decision to turn our will and our lives over to the care of God as we understood Him.
Made a searching and fearless moral inventory of ourselves.
Admitted to God, to ourselves and to another human being the exact nature of our wrongs.
Were entirely ready to have God remove all these defects of character.
Humbly asked Him to remove our shortcomings.
Made a list of all persons we had harmed, and became willing to make amends to them all.
Made direct amends to such people wherever possible, except when to do so would injure them or others.
Continued to take personal inventory and when we were wrong, promptly admitted it.
Sought through prayer and meditation to improve our conscious contact with God as we understood Him, praying only for knowledge of His will for us and the power to carry that out.
Having had a spiritual awakening as the result of these Steps, we tried to carry this message to compulsive overeaters and to practice these principles in all our affairs.
Permission to use the Twelve Steps of Alcoholics Anonymous for adaptation granted by AA World Services, Inc.
The Twelve Traditions
Our common welfare should come first; personal recovery depends upon OA unity.
For our group purpose there is but one ultimate authority — a loving God as He may express Himself in our group conscience. Our leaders are but trusted servants; they do not govern.
The only requirement for OA membership is a desire to stop eating compulsively.
Each group should be autonomous except in matters affecting other groups or OA as a whole.
Each group has but one primary purpose — to carry its message to the compulsive overeater who still suffers.
An OA group ought never endorse, finance or lend the OA name to any related facility or outside enterprise, lest problems of money, property and prestige divert us from our primary purpose.
Every OA group ought to be fully self-supporting, declining outside contributions.
Overeaters Anonymous should remain forever non-professional, but our service centers may employ special workers.
OA, as such, ought never be organized; but we may create service boards or committees directly responsible to those they serve.
Overeaters Anonymous has no opinion on outside issues; hence, the OA name ought never be drawn into public controversy.
Our public relations policy is based on attraction rather than promotion; we need always maintain personal anonymity at the level of press, radio, films, television and other public media of communication.
Anonymity is the spiritual foundation of all these Traditions, ever reminding us to place principles before personalities.
Permission to use the Twelve Traditions of Alcoholics Anonymous for adaptation granted by AA World Services, Inc.
Overeaters Anonymous, Inc. World Service Office Location: 6075 Zenith Court NE, Rio Rancho, NM 87144, USA Mailing address: PO Box 44727, Rio Rancho, NM 87174-4727, USA Telephone: +1 505-891-2664
Introduction
The Twelve Concepts of OA Service help us apply the Steps and Traditions in our service work, which is an important part of the OA program. The Concepts define and guide the practices of the service structures that conduct the business of OA.
These Concepts depict the chain of delegated responsibility we use to provide service throughout the world. Although they focus on OA world services, the Concepts direct all OA’s trusted servants to well-considered actions for group participation, decision making, voting, and the expression of minority opinions. The Twelve Concepts support our primary purpose of carrying OA’s message of recovery to the still-suffering compulsive eater.
The Twelve Concepts of OA Service
The ultimate responsibility and authority for OA world services reside in the collective conscience of our whole Fellowship.
The OA groups have delegated to World Service Business Conference the active maintenance of our world services; thus, World Service Business Conference is the voice, authority and effective conscience of OA as a whole.
The right of decision, based on trust, makes effective leadership possible.
The right of participation ensures equality of opportunity for all in the decision-making process.
Individuals have the right of appeal and petition in order to ensure that their opinions and personal grievances will be carefully considered.
The World Service Business Conference has entrusted the Board of Trustees with the primary responsibility for the administration of Overeaters Anonymous.
The Board of Trustees has legal rights and responsibilities accorded to them by OA Bylaws, Subpart A; the rights and responsibilities of the World Service Business Conference are accorded to it by Tradition and by OA Bylaws, Subpart B.
The Board of Trustees has delegated to its Executive Committee the responsibility to administer the OA World Service Office.
Able, trusted servants, together with sound and appropriate methods of choosing them, are indispensable for effective functioning at all service levels.
Service responsibility is balanced by carefully defined service authority; therefore, duplication of efforts is avoided.
Trustee administration of the World Service Office should always be assisted by the best standing committees, executives, staffs and consultants.
The spiritual foundation for OA service ensures that:
No OA committee or service body shall ever become the seat of perilous wealth or power;
Sufficient operating funds, plus an ample reserve, shall be OA’s prudent financial principle;
No OA member shall ever be placed in a position of unqualified authority;
All important decisions shall be reached by discussion, vote and, whenever possible, by substantial unanimity;
No service action shall ever be personally punitive or an incitement to public controversy; and
No OA service committee or service board shall ever perform any acts of government, and each shall always remain democratic in thought and action.
