The transition process is important as it is meant to inform and prepare new officers, provide an opportunity to address any questions or concerns, review current events/tasks on the organizations calendar and provide a foundation for new officers to set goals for the upcoming year. An effective and informative transition is important for new officers to start off prepared and on the right note.
Outgoing officers should:
- Organize consolidate all officer resources (organization governing documents, login information, forms, financial information, advisor information, past events, reservations etc.).
- Officers are encouraged to utilize the Panther Involvement Network to upload and store files for incoming officers as well as utilizing a USB or binder.
- Review all documents and resources to help the incoming officer understand the role and processes. As well as provide insight on any issues and accomplishments and answer any questions.
- Inform incoming officers of requirements and deadlines the organization must meet throughout the year (funding requests, reservations, annual re-registration etc.).
- Host a transition meeting in order to provide a structured time frame that will allow for the transition to occur effectively.
- Update the organizations documents with new officer’s information (PIN page, bank account, local/national organization etc.)
Incoming officers should:
- Review and become familiar with the transition documents (organization governing documents, login information, forms, financial information, advisor information, past events, reservations etc.).
- Make a list of questions on the documents and on the role and processes to ask the outgoing officers or advisor
- Ensure information is updated in all appropriate places include PIN
- Get in contact and meet with the advisor(s) of the organization