Transition Checklist
The following checklist for outgoing officers/leaders can help ensure that your leadership transition goes smoothly. Review the following with Outgoing Officers:
- Organization history
- Mission statement and officer responsibilities
- Club by-laws
- Previous goals and objectives
- Meeting minutes and reports
- Budget, financial records, expenses, revenues
- Marketing collateral
- Club calendar and events information
- Status of ongoing and unfinished projects
- Information about important contacts and relationships with other groups and departments
- Website, membership and mailing lists, passwords, emails addresses, phone numbers, etc.