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Leadership Retreat: Transitioning

Leadership Retreat: Transitioning



Tips on Transitioning and setting up your organization for success

Tips on Transitioning and setting up your organization for success



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    Leadership Retreat: Transitioning Leadership Retreat: Transitioning Presentation Transcript

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