1. Fulton Student Organization Officer Transitions
Cortney Loui, Coordinator-Student Engagement
Grooming new student org leaders
Fulton Student Organization Officer Transitions

2. { WELCOME Group connection Prepping the outgoing officers
Prepping the incoming officers
Working together as a team
Know thyself
Taking it all in
WELCOME

3. Why are you here? Org? Position? What do you want to learn?
What is your org doing now for the transition?
Concerns?

4. Grooming New Leaders Outgoing Officers New Officers Use a checklist
Pass on information
Communicate the final details
Prepare incoming officers
Ask questions
Focus on the team
Set goals
Make and implement plans

5. Awesome Outgoing Officers’ Do This…
Organize all notebooks, binders, files and electronic document files
Access to budgets, accounts, documents, etc.
Finish all necessary correspondence
Any last minute details that need to be wrapped up? Don’t leave details TBD if the officers aren’t prepared to take over.
Develop action plans and timelines for new officer transitions
When should they start communicating with members? Using the budget? Directing meetings?
Provide feedback as an outgoing officer
Find a day & time that works well for as many people as possible to assess progress made and create new goals
Have the new officers shadow you to see what you do
Awesome Outgoing Officers’ Do This…

6. Stellar Outgoing Officers’ Do This, Too!
Share key information
Contacts
Documents (Google drive is a great option!)
Key activities, initiatives, & events
Words of Wisdom
Necessary training/transition activities
Complete the transfer of information
Ensure all space is reserved for future gatherings
Finish up all bits of correspondence
Update OrgSync
Pay their bills!
Have the new officers shadow you to see what you do
Stellar Outgoing Officers’ Do This, Too!

7. Smart Incoming Officers Do This…
Set Goals
Roll Out Plans
Break them down. Be specific: how, when where, etc.
Things I want to do starting right now!
Things I want to get started on soon!
Things the outgoing officer indicated I should do right away
Do I have the skills necessary to accomplish my goal? Who else in my organization can help me? Outside resources and people?
Read the transition resources. Orient yourself to what the organization has been doing before you assumed the new position.
Mark your calendar with reasonable deadlines. Plan several months out.
Communicate deadlines to your team. Celebrate meeting the deadlines.
Clearly communicate organizational goals to your officers and members.
Smart Incoming Officers Do This…

8. The New Officers Come Marching In…
Retreat topics
Teambuilding
Teamwork plans
How will you communicate with each other?
How often will you meet?
Past performance evaluation
Setting goals
Planning and implementing the goals
The New Officers Come Marching In…

9. Transition Questions to Ask
What do you consider to be the responsibility of your office?
What do you wish you had done, but did not?
What did you try that did not work? Why?
How do we work with our faculty advisor?
What problems or areas will require attention within the next year?
Who/what resources were the most helpful in getting things done?  
What key relationships need to be built?
What should be done immediately?
How did you work with other officers?  
What specific paperwork is required of the officer?
Questions source: University of Virginia Office of the Dean of Students
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R 0 G 0 B 0
Transition Questions to Ask

10. What’s your status? Shout it out!
What questions or thoughts do you have now?

11. Prioritizing Your Programs
The FIRE Method (T.J. Sullivan)
F – Fine, fulfilling, fantastic
Keep it up! People are satisfied and growing through these programs/events
I – Improvement needed
Important, but need some reworking to make them better
R – Replace
Goal of the event is valid, but it needs to be completely reworked
E – Eliminate
Not necessary, not helpful – remove it from the calendar so you have less to worry about
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R 0 G 0 B 0
Prioritizing Your Programs

12. Know Thyself to Work Together
Know your strengths & weaknesses
How do you get your energy?
Are you more of a planner or do prefer having no plans?
What’s your go-to method for solving problems?
Who makes you feel better about yourself? Worse?
What do you enjoy most about the activities/positions that you’re in? The least?
What motivates you? What keeps you going? What brings you down? Makes it difficult to keep trying?
R 255 G 179 B 16 #FFB310
R 153 G 0 B 51 #990033
R 79 G 85 B 87 #4F5557
R 0 G 0 B 0
Know Thyself to Work Together

13. Team Exploration Resources
Myers Briggs Typology Indicator
Extroverted/Introverted – Intuitive/Perceiving
Feeling/Thinking – Judging/Perceiving
True Colors
Green – Orange
Gold – Blue
DISC
Dominance – Steadiness
Influence – Conscientiousness
Strengths Finder
Identifies your top 5 strengths
Some universities offer consultations and support for taking the test as a group

14. Cool leaders do this with their members
Work on the morale of your group members
Expect any changes to be accepted gradually
Be available when others need your help
Let the group members determine the group’s purpose
Share the glory
Encourage brainstorming & creativity
Be sure your group has a common purpose
Manage conflict, don’t ignore it
R 255 G 179 B 16 #FFB310
R 153 G 0 B 51 #990033
R 79 G 85 B 87 #4F5557
Cool leaders do this with their members

15. You’ve heard the spiel. Questions?
Ideas?
Suggestions?
You’ve heard the spiel. Questions?
Anything else?

16. Get your org rolling! Let’s keep talking! Cortney Loui
Coordinator-Student Engagement