1. PREPARING YOUR ORGANIZATION FOR LEADERSHIP TRANSITION

2. Planned leadership transition
Provides for the transfer of significant organizational knowledge
Minimizes the confusion of leadership changeover
Gives outgoing leaders a sense of closure
Utilizes the valuable contributions of experienced leaders, usually the most neglected members in you group
Increases the knowledge and confidence of the new leadership
Minimizes the loss of momentum and accomplishments for the group

3. Components of a Good Transition Plan
Overlap time of current and newly elected officers
Organizational manual
Well-designed meetings
Introductions to key people with whom the new officers will be working (e.g., faculty, administrators)

4. Transition Timing
If transition of leadership in your organization doesn’t allow for overlap, encourage the group to consider reviewing the constitution to change transition timing.
Constitutions can be changed at any time and should be sent to CSOLD for filing.
When questions, issues, or concerns come up, we refer to the constitution on file in CSOLD for how to proceed.

5. Transition Checklist club’s history and organizational calendar
constitution and by-laws
organizational goals and objectives from previous years
position descriptions, detailed roles, responsibilities, and expectations
manuals, evaluations of previous projects and programs
previous minutes and reports
resources, Advisor contact information, CSOLD contacts
information on departments or student groups that have helped to co-sponsor events
 previous programming paperwork and sample flyers
financial records, summary of expenses, and copies of processed vouchers
membership lists with member phone numbers and s
club manager passwords
locker/storage room key/codes
office key code
organization and/or website passwords
mailbox location and address
update the officer information in Club Manager so the correct people are getting all updates from CSOLD and so they do not miss the annual registration deadline in the fall

6. Resources
Advisor
Center for Student Organizations and Leadership Development staff and website
Senate Finance Committee/Student Government
Rochelle Krantz,Business Services

7. Helpful Ideas
Contact CSOLD staff or someone else not involved with the organization or committee to help facilitate the leadership transition. An outside perspective is often helpful in catching things taken for granted by the outgoing and incoming leadership.
Schedule an appointment with a CSOLD staff member to familiarize the incoming leadership with existing and new policies concerning student organizations.
Hold a retreat at which new and outgoing leadership can help plan for the upcoming year and better facilitate the leadership transition. Request a Workshop on Demand through CSOLD to plan and facilitate the retreat.

8. Questions? Jessica Lauritsen Assistant Director
Center for Student Organizations and Leadership Development