Transitioning Officers David McCoy Assistant Director of Student Involvement & Leadership

Purpose of Transition Training Leadership Transition defined: “A leadership transition refers to the process by which one leader in an organization is replaced by another, along with the breadth of knowledge and information necessary to be successful in that position.” Bonner Foundation If you don’t intend on holding your position for next year, it is important you fill it with a new person before you leave. In this presentation are some tips on how to help you prepare your club’s new e-board for their new positions.

Roles, responsibilities, qualifications, etc 1. Review Club Positions Sit down as an e-board (current) and evaluate current positions and their descriptions based on your constitution Roles, responsibilities, qualifications, etc Make changes to your positions and/or descriptions if needed Create new roles and accompanying descriptions if desired

1. Review Club Positions Open Positions to New Ideas and People Define the organization’s commitment to diversity (leadership and membership) Set goals early to recruit a diverse membership Don’t restrict the organization from diverse leadership through rigid eligibility requirements that can be limiting Ex: open to first years, open to any major, etc.

2. Find Your New E-Board! If you haven’t selected new e-board members, you can: Elect: nominations, speeches, then open/closed ballots Contact David Mccoy if interested in having elections on Involvement Network Select: candidates submit applications and go through interview process Hybrid: some are elected, some are selected

3. New Meets Old Have current members meet with the new members who will be taking over their position Two meetings yield a better likelihood that at least one meeting will take place between transitioning students Set transition goals before first meeting What do you want to accomplish? What do you want new members to leave with? Use time to share information and ask questions Use agendas to make sure everything needed to be shared is shared

3. New Meets Old Use binders/notebooks to forward information People- organizational members, key members of the community, press contacts, funding sources Documentation and methodology- training manuals, constitution and bylaws, recruitment and event fliers, etc. Key activities- communications, contracts and other documents for programs/activities Personal notes and observations- evaluation forms, notes about what did/didn’t work and recommended changes

3. New Meets Old Introduce New Officers Personally to Key Resources Who are the key resources? Community members? JWU staff/Faculty? Advisor? Coach new officers through the relationship-building process Share key contact information Send an email or memo with announcements and introductions

Additional Tips: Officer Retreat/Training Empower and excite current and new e-board members for what’s to come Invite advisors, too! Have ice breakers and team building activities Share highs and lows the current e-board went through and offer advice on how to make the new e-board more successful Bond!

Additional Tips: Constitution Retreat Have current and new e-board meet and review the club’s constitution Revaluate goals, missions, processes Strategic Planning (In a Nutshell): Core Values Purpose Vision Mission Goals Action Steps

Additional Tips: Proper Planning Prevents Poor Performance! Meet with new e-board and plan for remainder of term, year, next year (depending when you transition) Plan! Meetings, Events, Fundraisers, Recruitment, Co-Programming, etc.