1. Officer Transition: Step by Step
Leadership & Student Involvement

2. Published by John Maxwell
“When it is all said and done, your ability as a leader will not be judged by what you achieved personally or even by what your team accomplished during your tenure. You will be judged by how well your people and your organization did after you were gone. Your lasting value will be measured by succession.”
Published by John Maxwell
Leadership 101

3. Overview Parts of a transition Training Passing of the Torch
Orientation
Transition Materials
Tips for an Effective Transition
Questions
Overview

4. Training
Passing of the Torch
Orientation
Parts of a transition

5. Training Responsibility of incoming AND outgoing officers Preparation
Outgoing: “What needs to be transferred?”
Incoming: “What questions do you have?”
Transfer of knowledge
Get the new officers ‘caught up’
Offer Advice
3 (plus 3) meeting process…
Training

6. Transition Meetings Suggested Schedule:
Meeting 1 – outgoing & incoming officers meet 1:1
Meeting 2 – incoming officers meet to do initial brainstorming (before outgoing officers leave)
Meeting 3 – outgoing & incoming officers meet again w/ final thoughts and questions
“Plus 3”
Passing of the Torch
Orientation
Retreat for new E-Board
Transition Meetings

7. Meeting 1 Outgoing & Incoming
Details!
Transfer as much info as possible:
-position description
-copies of important docs
-budget/funding figures
-evaluations of the year
-insider tips
Introduce resources
Create ‘things to do’ list
Exchange contact info
Meeting 1 Outgoing & Incoming

8. Meeting 2 Incoming only Dream big
Set organization goals AND personal goals
Be intentional
Brainstorm! Brainstorm! Brainstorm! Brainstorm!
Meeting 2 Incoming only

9. Meeting 3 Outgoing and Incoming (again!)
Not a time for feedback
Final suggestions
Ask questions!
Meeting 3 Outgoing and Incoming (again!)

10. Plus 3 Passing of the Torch Orientation Retreat Celebration
What is your Torch?
Formal
Orientation
Meet the new E-board
Informal
Retreat
Plus 3

11. Transition Materials Student Organization Handbook
Officer Transition Guide
Worksheets
Planning a retreat
Transition notebook/binder
Transition Materials

12. 10 Tips for an Effective Transition
Plan ahead
Outgoing officers: reflection
Incoming officers: goal-setting
Communicate
Avoid ‘re-inventing the wheel’
Develop a routine transition
Have a transition binder
Require a transition process
Use your resources (advisor and LSI)
Consider the “Plus 3”
10 Tips for an Effective Transition

13. Andrew Fortman Coordinator Leadership & Student Involvement, Webb Center
Questions?