Transcript Moving Forward: Effective Club Officer Transitions

Tom Troughton
Class of 2017
* 1.Understand why leadership transitions are
important.
* 2. Learn how to start, continue and end the
transitioning process.
* 3. Be aware of the resources available to you
during transition.
* 4. Start moving forward.
*Structure
*Legacy
*Accomplishment
*Momentum
* Avoid confusion during turnover
* Clearly define leadership roles and
responsibilities
* Gives organization a sense of direction
* Assure new officers of their duties
* Club Mission Statement
* Creates recurring events
* Club builds a reputation on campus
* Community impact
* Satisfaction for departing officers
* Successful events and programming
* Meeting organization goals and expectations
* Continue club progress into the next year
* Set concrete goals for new officers
* Keep everyone on the same page
(communication)
Courtesy of Philippa
Willitts
* Extended Meeting
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Schedule ASAP in Fall Semester.
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Recommended 1 hour meeting at least.
Current Officers and advisor (optional)
What to cover
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Review mission of club and goals for the year.
Make clear the structure of the club and the expectations of each
officers.
Events
Budgeting
* Make a calendar
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Highlight events, end-of-programming dates, mid-year report, yearend report, elections/interviews, transition period etc.
*Specific
*Measureable
*Attainable
*Realistic
*Timely
* Elections/Interviews
* Preferably at the beginning of the Spring semester
* Transition Period
* Take at least one month to introduce incoming officers to
their positions and future responsibilities
* Take a hands-on approach
* Shadowing
* Have current officers work with their successors
* i.e. planning events, running meetings, financial and travel
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documents, budget request, year-end report, OrgSync, etc.
Gets incoming-officers familiar with their duties and gives a
sense of what is expected of them
* Working with your Advisor
* Responsibilities and expectations
* Your responsibility to communicate
* Advisor Accountability
* What they can do for your organization
* Maintenance Functions
* Group Growth, Leadership Functions, Challenge
and Support
* Program Content and Coordination Functions
* End-of-the-Year Extended Meeting
* Outgoing and incoming officers and advisor
(optional)
* Evaluate the year’s events
* Share officer information (roles and expectations,
club mission, important files)
* Update OrgSync
* Incoming officers exchange contact info
* Begin discussion of goals for next year:
expectations, ideas, events, budget concerns, etc.
* Forms
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Student Organization Leader Manual
Fundraising Policy/Form Checklist
Trip and Travel
Space Reservation/Physical Plant
Alcohol and Drug Policies
Controversial + Political Events
Emergency Response
Financial Forms Packet
Event Security/Program End Dates
* http://www.xavier.edu/student-involvement/Forms.cfm
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Advertising/Event Promo
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OrgSync
Event Calendar
Storage Space
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Club Storage Bin
Student Organization Resource Room (GSC 210)
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Craft Supplies
Copy/Printing Machine
Bulletin Board
Mail Boxes
Facilitate Group Discussions
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Contact Crystal Guffey
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[email protected]
GSC 200
www.facebook.com/XUOSI
Gallagher Student Center 200
@XUInvolvement