Officer Transition

Short Description

The transition of leadership for your organization is vitally important and may determine the effectiveness of the group for years to come.

Target Audience

Undergraduate Officers
Board of Governor Officers

Borradaile Challenge or Area of Focus

Chapter Operations
Officer Transition

A smooth transition is:

  • The responsibility of both the outgoing and incoming officers
  • A way to help the group avoid starting over or starting from scratch every year
  • A transfer of significant organizational knowledge
  • An opportunity for closure for outgoing members
  • A great opportunity for outgoing leaders to evaluate the year
  • An orientation process for new leaders
  • The leadership changeover period
  • A time for incoming leaders to ask questions and the outgoing leaders to give advice
  • An outgoing leader’s last chance to say, “I wish I’d done this…”

The following information should be given to each new officer in a notebook:

  • National Constitution and chapter Bylaws
  • Job descriptions of officers and members
  • Resource or contact list of important people
  • Yearly organizational calendar
  • Chapter member list with phone numbers and addresses
  • Mission statement of Phi Kappa Tau
  • List of organizational goals
  • Handouts on appropriate topics (Parliamentary procedure, stress management, etc.)
  • Financial records (Treasurer)
  • Status reports on committees and projects (President)
  • Meeting minutes and agendas (Secretary and President)
  • Historical records (President, Secretary, or Historian)
  • Evaluations of past projects
  • University handbooks

Please refer to the Retreat Handbook for outlines of Officer Training and Transition Workshops and Retreats.

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