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Leadership Retreat: Transitioning
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Leadership Retreat: Transitioning


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Tips on Transitioning and setting up your organization for success

Tips on Transitioning and setting up your organization for success

Published in: Education, Spiritual

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  • 1. Setting the Pace Officer Transition Adapted from Drexel University’s Office of Campus Activities Leadership Development Program
  • 2. 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?
  • 3. 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
  • 4. 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)
  • 5. 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
  • 6. 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)
  • 7. 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.
  • 8. 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…
  • 9. 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.
  • 10. Q & A