Incoming officer transition

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Presenters: Alexa Odom and Brandee Nemire. …

Presenters: Alexa Odom and Brandee Nemire.

Helpful tips for transitioning officers for the upcoming year into their new positions.

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  • This is more of an FYI for them – share that the outgoing presentation attendees are learning this information as well Important to know for the upcoming year, put this information in your back pocket
  • Think back to when you took office. What was a huge adjustment? What would you have wished to have known prior to taking office? Think about you last quarter in office and how smoothly it went. What is expected of your position throughout the quarter. (Break it down each quarter by week, or biweekly.)
  • What to consider when engaging in officer transitions:Situation: What is the current state of your organization of the office that you hold? What is this new person getting themselves into?Self: How has your experience been in your role?Support: What kind of support did you need/use during your time as an officer? What support can you provide for the new person moving forward?Strategies: What advice do you have for the new officer? What worked for you that they could continue? What would you suggest be done differently?
  • Answer: this is why Transitioning is a full-term process!!One-on-One meetings may be the most useful ways of transitioning. You can easy meet up for a lunch or coffee and discuss different aspects of the job. In this setting, both can feel comfortable asking questions and not pressured to come up with all of the facets of the position in one sitting. I would recommend meeting at least three times one-on-one to strengthen the rapport between one another as well as giving the incoming member more opportunities to think of various questions.
  • Documentation should include basics like job descriptions, calendars, outlines of events, etc.
  • Bring back to large group to share any ideas/questions
  • 1) A great way of starting to build a strong transitioning program is to create a folder on your computer. Put all of the documents that were given to you on it, and as your term progresses, add any document that you use. After several people add to it, the folder will have a plethora of ideas and tools for the incoming position.
  • Activity helps students think ahead about what questions they have, what they are confused about, what they want to know, etc. Questions here are suggested, but they should be changed to be more personally applicable!
  • 1: corresponds with helping clarify what the intention of the role truly is – if the officer doesn’t ‘get it’ this is an easy way to have that conversation.


  • 1. Effective Incoming Officer Transitioning Student Leadership AdvocatesStudent Organization Summit 2012
  • 2. Today’s Agenda• The Importance of Transitioning• Effective Transitioning Practices• Long Term Transitioning Plans• Personal Transitioning Activities
  • 3. IntroductionsPlease stand up and share your:• Name• Year• Organization and role• One thing you hope to get out of this breakout session!
  • 4. Why is Transitioning Important?• Student organization timelines are short – One year terms with four year visions• Continued organizational improvement• Organizational consistency• Benefits organization’s morale
  • 5. Important Elements• Gain mutual respect and support for each other’s opinions and goals• Set agreed to goals and objectives for the outcome of transitioning• Include tasks/operations basics as well as visioning and goal setting!• It is a mutual process – do not dominate• Ideally, transitioning is a full-term process!
  • 6. Challenge (Incoming)• The process• Yourself• Strive to make it better – Always room for improvement – Look at it as an opportunity• Leave a lasting impression
  • 7. Support (Outgoing)• Be a sounding board• Be honest & realistic about the job• YOU are needed• If you didn’t get re-elected – Don’t let it become a barrier – Go the extra mile to let the person know you’re there – Understand that things happen for a reason, and another door will be opened if you allow it.
  • 8. Create a TimelineTime What to expectA monthprior toofficeTaking office1st month1st quarterSummerLast monthin office
  • 9. The 4 S’s of Transitioning Situation Self Support Strategies
  • 10. Methods of Execution• One-on-One Meetings• Group Meetings• Written Forms (online/electronic/paper)• Retreat• Facilitated Programs• Troubleshooting: What if you plan these things and your like-officer doesn’t participate?
  • 11. Strategic Transition Planning• Keeping thorough documentation throughout officer term – don’t assume people know!• Do SWOT analysis after events and/or mid year• Keep track of contacts and successful processes• Program Summary Forms – Example: Student Alumni Council
  • 12. ACTIVITY! Personal Transition Strategies• Write down: – How your current officer transition works. – The questions and concerns you have about your transition process.• Break up into groups to discuss and problem solve. – SLA facilitators will walk around to assist
  • 13. Key Ingredients• Passing on advice and taking advice• Many different methods but written is more sustainable• What else? Other ideas from your own experience?
  • 14. ACTIVITY! Preparing for Transitioning In5 – Goals: list 5 goals you personally have for this role.4 – Surprises: ask what 4 things that happened that they didn’t anticipate. What did they learn from these?3 – What I wish I knew: ask what 3 things they wish they knew before this role, and how that information impacted their performance.
  • 15. Conversation Prep. Continued2 – Continuing the Vision: list what 2 things you wish to continue from the past term, and write down what questions do you have for the current officer about those processes.1 – Passion: write down the ‘why’ (or purpose) statement for your work in this role. Ask the outgoing officer for feedback on your purpose; does it match up with the actual purpose of the role?
  • 16. Overview• Officer Transitioning is critical to your organization’s success.• The process will take time. It is a full-term commitment!• YOU are important to the process.• Sharing advice and information is invaluable.• RESOURCES: – SLA facilitators for workshops or transition sessions – Your Advisor – can provide continuity/perspective – Coca-Cola Retreat Packages for officer retreats!
  • 17. Questions?
  • 18. Continue the Conversation• Contact SLA – – Email advisor Melissa Rocco at – Talk to one of us today!• Websites: – Coca-Cola Retreat Packages: ackages – Student Org General Resources: nizations/resources