Virtual Officer Transition Guide

Checklist for Officer Transition

Congratulations on either being elected for a stuorg officer position or finishing up your term! The Leadership and Service Center has created a checklist to guide your transition process. Please keep in mind there are links to different worksheets for you to check out that will help you with your transition process! 

• Create and share an Outgoing Officer Transition Document

  • LINK to Transition Document Template

• Fill out the Incoming Officer Reflective Questionnaire

  • LINK to Reflection Questions Worksheet

• Hold a 1:1 Transition Meeting with outgoing and incoming officer

  • LINK to 3 Guiding Questions Document

• Shadow an exec/officer meeting (if possible)

• Schedule a meeting with your organization’s adviser

  • Get to know each other and your adviser’s role

  • Discuss goals for your term

  • Set expectations of officer/adviser relationship

• Meet with your new executive board as whole!

  • Team Building activities

  • Understanding each other’s leadership style

  • Setting team and individual expectations

  • Creating goals for the year

    • LINK to SMART Goals Activity Worksheet

• Accept your officer role in the Student Organization Database

• Update Student Organization Database and Organization’s Website

• Complete required Student Organization Database Trainings

  • President – Presidents Training (required in Database)

  • Treasurer – COA Treasurer Training (required in Canvas) and Student Organization Marketplace Training (recommended in Database)

  • All Officers – How to Navigate the StuOrg Database (recommended in Database), University Event Authorization Training (recommended in Database), President’s Training (recommended in Database)

• Identify important campus resources

  • SAC Resources for Student Organizations Page

  • Campus Orgs and Accounting

  • Event Management Office

  • MU Marketing and Graphics Department

CLICK HERE TO DOWNLOAD PDF OF VIRTUAL TRANSITION GUIDE