Leadership Transition

Student Organization Leader Transition Guide

Leader Checklist

Create a Transition Document
Compile Files & Resources
Complete RSO Renewal
Incoming Officer Guidance
Advisors

Create a Transition Document

Transition documents should be prepared by each officer of the organization. Information should be detailed and assist the new leader in preparing them for their role.

Utilize our Officer Transition Report Template, or create your own, including the following information

What are your roles responsibilities to the student organization?
- Define your role and responsibilities
- Goals and achievements
- Annual projects and when they take place
- How your role supports the other officers
- Existing relationships that support the position
- Ongoing and/or upcoming projects
- Vision for the future of the student organization
Things to consider as you prepare your transition documents
- What did you wish you knew when you began the position?
- What was the hardest part for you?
- What experiences was most gratifying?
- What can this person expect to change or do differently next year?

Compile Files & Resources

Member Contact List
Vendor/Partner Contact List
Transfer organization related account ownership
- Teams/email accounts
- Safekeeping
Provide password and account information
- Social Media
- GroupMe/Slack/Etc
- Teams/email accounts
Event Planning Timelines
- When do you reserve space?
- When do you begin the event registration process for annual events?
- When do you reach out to vendors/partners?
- When do you order catering?
- When do you seek volunteers and/or assign roles?
Organization Calendar
- Annual events
- Recruitment periods and member selection/election process
- Leader transition timeline - selections/elections, transition retreats, ShockerSync updates
- Trainings and workshops - officer retreat, member workshops, etc.
- Transition timeline and expectations
- Meeting frequency
Organization Constitution/Bylaws
Position/Role Descriptions
Organization Goals and/or Strategic Plans
Sample Meeting Agenda / Minutes
Budets and Expense Reports

Annual RSO Renewal

The renewal process is completed each year by every student organization and the timeframe for your organizations renewal is assigned by SEB. Renewal periods are as follows:

Group A reflects groups that hold officer elections from December to June. The renewal period for Group A will be February 15^th to June 15^th.
Group B reflects groups that hold officer elections from July to November. The renewal period for Group B is August 15^th to November 15^th.

Rewal includes but is not limited to

In ShockerSunc; updating the organization's roster and officer information
Confirming a currently enrolled student officer team
Identifying and registering an eligible advisor (this is a full-time faculty/staff)
Reviewing and agreeing to comply with all applicable university policies, procedures, and regulations
Updating the organization's constitution, bylaws, and other governing documents, if applicable
Providing any additional information or documentation required by SE&B

Incoming Officers

All Officers

- Familiarize yourself with ShockerSync
- Review Transition Guides and Provided Documents
  - Update and establish goals for the year
  - Ensure you have all items needed suc as passwords, contact lists, forms, etc
  - Update structure or roles as needed
- Review RSO Handbook
- Meet with advisor
- Create/Update Calendar
  - Inclide all important meetings, events, deadlines
  - Include Involvement Fair, RSO Summit, SEB Trainings