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Passing Down the Legacy

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”.

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Passing Down the Legacy

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  1. 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.”

  2. What is an officer transition? “Pass-down” “Transfer of Board” “Position Change-Over”

  3. 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

  4. What should I do once a new board is elected?

  5. Prepare NOW! DOCUMENTS • Minutes & Meeting Agendas • Financial records, accounts, budgets - Calendar of past events - Job/Officer descriptions - Applications - Constitutions & Bylaws

  6. Prepare NOW! CONTACT INFO & RESOURCES • UCI resources • CORE, SLL, ASUCI, etc • Student Center & Event Services - Vendors, Businesses, Banks • Others?

  7. Prepare NOW! PASSWORDS & USER NAMES • Email (google accounts, etc) • Websites • Facebook, Twitter, Tumblr - Photo sharing (Flickr, Snapfish)

  8. Prepare NOW! MORE . . . • Goals & Objectives from last year • Description of past events, programs, and committees

  9. 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)

  10. Merging Old & New +

  11. 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

  12. 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

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

  14. Shadowing - Create opportunities for new board to help prepare the meetings - Require new board to help run meetings after they are elected

  15. Activity • Identify 3 things your organization already does to transition officers • Identify 3 things your organization doesn’t do to transition officers

  16. Don’t leave your board in the DARK!

  17. Reminders • Don’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!!!

  18. Resources • CORE (Campus Organizations Resources and Education) • www.campusorgs.uci.edu • (949) 824 – 5314 • core@clubs.uci.edu • CORE Internet Services • www.clubs.uci.edu • Student Life & Leadership • G308 UCI Student Center

  19. Contact FATIN ZUBI fzubi@uci.edu www.campusorgs.uci.edu www.studentlife.uci.edu

  20. GOOD LUCK! :)

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