Officer Transition: Step by Step Leadership & Student Involvement

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

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

Training Passing of the Torch Orientation Parts of a transition

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

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

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

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

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

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

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

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

Andrew Fortman Coordinator Leadership & Student Involvement, Webb Center afortman@odu.edu 757-683-3446 Questions?