Passing Down the Legacy

“The footprints you leave behind will influence others. There is no other person who at some time,

somewhere, somehow does not lead another.”

What is an officer transition?

“Pass-down”

“Transfer of Board”

“Position Change-Over”

Why is officer transition important?

Avoid re-inventing the wheel

Avoid “dead time” between boards

Build confidence in new leaders

Bring “closure” to former officers

Continuity of the organization's progress,

goals, and growth

What should I do once a new

board is elected?

Prepare NOW!DOCUMENTS- Minutes & Meeting Agendas- Financial records, accounts, budgets

- Calendar of past events

- Job/Officer descriptions

- Applications

- Constitutions & Bylaws

Prepare NOW!CONTACT INFO & RESOURCES- UCI resources

- CORE, SLL, ASUCI, etc- Student Center & Event Services

- Vendors, Businesses, Banks- Others?

Prepare NOW!PASSWORDS & USER NAMES- Email (google accounts, etc)- Websites- Facebook, Twitter, Tumblr

- Photo sharing (Flickr, Snapfish)

Prepare NOW!MORE . . .- Goals & Objectives from last

year

- Description of past events, programs, and committees

Save it in ONE place!- Put in a binder!- Put it on a flash!- Put it on a CD!- Put it on google docs or dropbox! . . . just keep it SOMEWHERE! (safe and accessible)

Merging Old & New

+

Merging Old & New

- Social event or mixer- New board gets to know each

other- Energized and excited for

upcoming year- Start role with good relationships

Merging Old & New

- Social event or mixer- Ice breakers- Address goals or problems old

board faced and how new board can improve or attain them

ShadowingOne of the best way for incoming officers to learn from outgoing officers is to have them “shadow” their predecessors.

Shadowing- Create opportunities for new board to help prepare the meetings

- Require new board to help run meetings after they are elected

Activity- Identify 3 things your organization

already does to transition officers

- Identify 3 things your organization doesn’t do to transition officers

Don’t leave your board in the

DARK!

RemindersDon’t forget the logistical details!

- Re-registration happens every September, ALL groups have to re-register

- ALL signers have to take COOL every year

Explain the re-registration process to your new board!!!

ResourcesCORE (Campus Organizations Resources and Education)

www.campusorgs.uci.edu(949) 824 – 5314core@clubs.uci.edu

CORE Internet Serviceswww.clubs.uci.edu

Student Life & LeadershipG308 UCI Student Center

ContactFATIN ZUBIfzubi@uci.edu

www.campusorgs.uci.edu

www.studentlife.uci.edu

GOOD LUCK!

:)