Student Engagement

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

  • Fill out the Incoming Officer Reflective Questionnaire

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

  • 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!

  • 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



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