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Setting the Pace Officer Transition Adapted from Drexel University’s Office of Campus Activities Leadership Development Pr...
Officer Transition– What is it? <ul><ul><li>How do you ensure that new officers are ready to continue to provide your orga...
What does an effective Transition look like? <ul><li>A plan set in place that is: </li></ul><ul><ul><li>The  responsibilit...
What do you need to transition? <ul><li>LAL’s three-step recipe </li></ul><ul><ul><li>Incoming officer/outgoing officer su...
Surveys <ul><li>If you’re an outgoing officer, complete an Outgoing Officer Survey </li></ul><ul><ul><li>This should help ...
Officer Handbook <ul><li>All officers should receive:  </li></ul><ul><ul><li>Copy of Constitution and by-laws * </li></ul>...
Meetings <ul><li>One-on-One:  Outgoing and incoming officer meet 1-on-1 to go over all of the details of the position </li...
Meetings (con’t) <ul><li>Old e-board and new e-board </li></ul><ul><ul><li>Use this as an opportunity to set goals for you...
Meetings (con’t) <ul><li>Follow up… don’t leave a new e-board hanging! </li></ul><ul><ul><li>Offer your advice. You were o...
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Leadership Retreat: Transitioning

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Tips on Transitioning and setting up your organization for success

Published in: Education, Spiritual
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Transcript of "Leadership Retreat: Transitioning"

  1. 1. Setting the Pace Officer Transition Adapted from Drexel University’s Office of Campus Activities Leadership Development Program
  2. 2. Officer Transition– What is it? <ul><ul><li>How do you ensure that new officers are ready to continue to provide your organization with strong leadership ? </li></ul></ul><ul><ul><li>What do new officers need to know to be effective in their new roles? </li></ul></ul>
  3. 3. What does an effective Transition look like? <ul><li>A plan set in place that is: </li></ul><ul><ul><li>The responsibility of both the outgoing and incoming officers </li></ul></ul><ul><ul><li>A way to help the group avoid starting over or starting from scratch every year </li></ul></ul><ul><ul><li>A transfer of significant organizational knowledge </li></ul></ul><ul><ul><li>A way to minimize the confusion of leadership changeover </li></ul></ul><ul><ul><li>A way to give outgoing leaders a sense of closure </li></ul></ul><ul><ul><li>A great opportunity for outgoing leaders to evaluate the year </li></ul></ul><ul><ul><li>An orientation process for new leaders </li></ul></ul>
  4. 4. What do you need to transition? <ul><li>LAL’s three-step recipe </li></ul><ul><ul><li>Incoming officer/outgoing officer surveys </li></ul></ul><ul><ul><li>An officer handbook </li></ul></ul><ul><ul><li>A meeting schedule: </li></ul></ul><ul><ul><ul><li>1-on-1 training </li></ul></ul></ul><ul><ul><ul><li>Old e-board and new e-board transitioning </li></ul></ul></ul><ul><ul><ul><li>Follow up meeting (i.e. by phone or e-mail) </li></ul></ul></ul>
  5. 5. Surveys <ul><li>If you’re an outgoing officer, complete an Outgoing Officer Survey </li></ul><ul><ul><li>This should help guide or direct you as to what the Incoming Officer needs to know </li></ul></ul><ul><li>If you’re an incoming officer, complete an Incoming Officer Survey </li></ul><ul><ul><li>This should help organize your thoughts and prioritize your needs </li></ul></ul>
  6. 6. Officer Handbook <ul><li>All officers should receive: </li></ul><ul><ul><li>Copy of Constitution and by-laws * </li></ul></ul><ul><ul><li>Position description of officers and members * </li></ul></ul><ul><ul><li>List of committees and their description * </li></ul></ul><ul><ul><li>Member & officer contact list (Secretary) </li></ul></ul><ul><ul><li>Contact information of important people/offices on campus * </li></ul></ul><ul><ul><li>List of basic annual procedures and/or calendar of annual events * </li></ul></ul><ul><ul><li>Web page and webmaster information (Public Relations) </li></ul></ul><ul><ul><li>Mission, philosophy, goals and/or purpose statement of organization * </li></ul></ul><ul><ul><li>Financial records (Co-Chairs; Treasurer) </li></ul></ul><ul><ul><li>Evaluations of previous and current projects * </li></ul></ul><ul><ul><li>Meeting minutes and agendas (Secretary) </li></ul></ul><ul><ul><li>Any historical records of the organization (Community Relations) </li></ul></ul>
  7. 7. Meetings <ul><li>One-on-One: Outgoing and incoming officer meet 1-on-1 to go over all of the details of the position </li></ul><ul><ul><li>Try to transfer as much information as possible either electronically or on paper. </li></ul></ul><ul><ul><li>Look at your calendar from the past year and one for the upcoming year. </li></ul></ul><ul><ul><li>Make introductions to resources. </li></ul></ul>
  8. 8. Meetings (con’t) <ul><li>Old e-board and new e-board </li></ul><ul><ul><li>Use this as an opportunity to set goals for your organization. </li></ul></ul><ul><ul><li>Ensure that meetings are run professionally. E-boards tend to be composed of peers and when we all get together… </li></ul></ul>
  9. 9. Meetings (con’t) <ul><li>Follow up… don’t leave a new e-board hanging! </li></ul><ul><ul><li>Offer your advice. You were once in that new officer’s shoes. </li></ul></ul>
  10. 10. Q & A
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