1. Best Practices for Officer Transitions
Presented by: Andrea Greer
assistant director of student engagement

2. Overview Challenges with Transitioning Best Practices for Students
Ways the Advisor Can Help
Resources

3. Effective transitions are important to the success and longevity of an organization. As an Advisor, you can assist in navigating this process for your leadership team as well as serving as a resource.

4. Challenges with Transition
Common challenges student organizations face
Time
Wait until the last week of the semester
No opportunity to shadow and/or meet
Organization
Important documents and files not saved
Transition documents not created
Engagement
Lack of student interest

5. How to Get Started Timeliness Transparency Turnover
The Three T’s of Transition
Timeliness
Create a transition timeline for your organization that allows all incoming and outgoing officers to have effective time to transfer over information
Transparency
Share all important information will the incoming executive councils. Don’t be afraid to talk about failure and share successes.
Turnover
Be a resource to incoming officers when they take over after the transitioning period.

6. Timeliness Create an outline Common topic and discussion points
Reserve a meeting room - Makes the meeting more effective.
Create an outline
Common topic and discussion points
Add times and who is presenting
Go over all operations
Allow a panel for officers to ask questions to the old officers.
Transition in a month before the new leadership team takes control.
This allows for a smoother less rushed transition

7. Transparency Disadvantages of Student Organization
Transparency- is the part of the transition process that sets up the next officers for success.
Disadvantages of Student Organization
Sometimes lose momentum
Items get lost in translation
Lack of direction
Ways to Combat Disadvantages
Provide honest feedback to new officers (good and bad)
Give the officers a wish list (things you wish you would have done)
Pose a challenge (Give the new officers a reason to grow the organization)

8. Turnover Ways to Create Effective Turn Over
Turnover - the process of letting the new officers take over
Ways to Create Effective Turn Over
Exchange contact information
Be a resource
Stay involved
Things Not to Do
Don’t be overbearing
Know when to provide feedback
Drop off the map and become a ghost

9. Tips & Tricks Put school first Paperwork Registration CampusLINK
If you aren’t getting good grades, chances are, you won’t last long in your organization.
Paperwork
Get it done early, in case of errors.
Registration
Be aware of appropriate deadlines depending on situation.
CampusLINK
Update calendar, contact information, documents, and forms at least once a week.
Constant Communication
Respond to s promptly. Check your everyday, twice a day!
Keep other officers in check, but don’t over-control them. You should be communicating with officers throughout each week!
Manage Time Wisely
Get tasks done early. The sooner, the better! Think: Why not do it now?

10. Organize to Maximize Assure you have a consistent filing process
Google Drive
Calendars, programming reports, and anything else can all go here!
Binder
Good for miscellaneous notes, helpful contacts, and item lists.
CampusLINK
Stores photos, forms, documents, notes
Won’t ever be deleted unless someone removes them
Serves as a communication forum
Try to stick with one of these options
Utilizing multiple forums can cause confusion

11. Transition Meeting Layout
Get to know each other!
Establish a relationship where everyone can be honest and open
Set realistic and attainable goals.
Ask yourself two questions: What and Why
List your options for the semester (events, programs, get-togethers)
Things you want to do
Determine dates and times for your calendar.
Be sure not to overbook. Be aware of conflicting events
Wrap up.
Plan future meetings. Discuss anything else that wasn’t covered.

12. Ways You Can Help Suggest an interest meeting
Initiate conversation about elections
Help develop a plan and timeline for elections
Allow 1-1 time with new team
Follow Advisor & Student Leader Starter Kit
Helpful to do this before Spring Break
Allows time to get transition documents together

13. Review Your Constitution
Constitution's provide information about elections and officer positions

14. Online Elections
Student organizations can facilitate elections on campuslink

15. Contact Andrea Greer: Agreer@MissouriState.edu PSU 101 (417) 836-4386
Questions?
Contact Andrea Greer: PSU 101 (417)