Leadership TransitionLeadership Transition

Campus Activities and Campus Activities and LeadershipLeadership

Quick ReflectionQuick Reflection

New officers:New officers:• What are you most worried about when it What are you most worried about when it

comes to running the organization? What do comes to running the organization? What do you think you need to know?you think you need to know?

Retiring officers:Retiring officers:• What are all the things you wish someone had What are all the things you wish someone had

told you before you started?told you before you started?

Schedule time to actually have this Schedule time to actually have this conversation with each other!!conversation with each other!!

Plan a Retreat or Social GatheringPlan a Retreat or Social Gathering

Make sure to have an informal Make sure to have an informal introductory setting for new members to introductory setting for new members to ask questions or get to know outgoing ask questions or get to know outgoing leaders leaders

Make sure to talk about responsibilities, Make sure to talk about responsibilities, expectation, and answer any of their expectation, and answer any of their questionsquestions

This can be a short meeting or a full day This can be a short meeting or a full day retreat depending on the needs of your retreat depending on the needs of your organization and the new leadershiporganization and the new leadership

Current Leadership ResponsibilitiesCurrent Leadership Responsibilities

Give the following to new executive Give the following to new executive members in either a binder or show them members in either a binder or show them where to find the info in CollegiateLinkwhere to find the info in CollegiateLink• ConstitutionConstitution• Copy of Advisor FormCopy of Advisor Form• Copy of Budget request and allocationCopy of Budget request and allocation• Copy of InventoryCopy of Inventory• Copy of previous advertisements, event Copy of previous advertisements, event

planning documents, and important paperworkplanning documents, and important paperwork• Outline on how to schedule events and spacesOutline on how to schedule events and spaces• Procedure for requesting fundsProcedure for requesting funds• List of important contactsList of important contacts

CollegiateLink UpdatesCollegiateLink Updates

Make sure your new leaders are Make sure your new leaders are familiar with how to use familiar with how to use CollegiateLink; then:CollegiateLink; then:• Update the organization’s rosterUpdate the organization’s roster• Update the officersUpdate the officers• Confirm that all important documents Confirm that all important documents

have been uploaded for easy referencehave been uploaded for easy reference• Update website links, descriptions, and Update website links, descriptions, and

other important infoother important info

Further ResponsibilitiesFurther Responsibilities

Current executive members should:Current executive members should:• Provide a timeline of how previous Provide a timeline of how previous

events were created. events were created. • Provide old ideas that were not used but Provide old ideas that were not used but

could be useful for future years. could be useful for future years. • Give personal stories on what works, Give personal stories on what works,

and possible obstacles that could be and possible obstacles that could be faced. faced.

Job DescriptionsJob Descriptions

Make sure to outline not only the specific Make sure to outline not only the specific positions, but also the responsibilities positions, but also the responsibilities associated with that job.associated with that job.

Provide clear examples of past duties, and Provide clear examples of past duties, and experiences for each position.experiences for each position.

Provide this info well in advance of Provide this info well in advance of elections so that folks understand what elections so that folks understand what will be required/expectedwill be required/expected

RecruitmentRecruitment Start Early!!!!!Start Early!!!!! Make sure to have executive leadership in multiple Make sure to have executive leadership in multiple

years.years. Recruit first year students as early as possible.Recruit first year students as early as possible. Have a welcome event, or social gathering to create a Have a welcome event, or social gathering to create a

positive atmosphere for the club, and encourage positive atmosphere for the club, and encourage members to further their participation.members to further their participation.

Stay Positive!Stay Positive! Make sure to network to find out who would be best for Make sure to network to find out who would be best for

the job, and who is willing to put in the effort. the job, and who is willing to put in the effort. Promote previous executive members to higher Promote previous executive members to higher

positions. positions. Hold your elections at the end of the fall term or during J-Hold your elections at the end of the fall term or during J-

Term so that new leaders can shadow the outgoing ones Term so that new leaders can shadow the outgoing ones during the springduring the spring

ShadowingShadowing

If you don’t have the ability to overlap your If you don’t have the ability to overlap your leaders during the spring, thenleaders during the spring, then

Spend time before the transition having Spend time before the transition having new executive members shadow current new executive members shadow current leadersleaders

Spend time explaining the expectationsSpend time explaining the expectations Provide hands on experience for what the Provide hands on experience for what the

individual will have to do in the futureindividual will have to do in the future

Constant Contact with CCALConstant Contact with CCAL

Make sure that future leaders begin a Make sure that future leaders begin a relationship with members of the relationship with members of the Campus Activities teamCampus Activities team

Schedule a meeting for new and Schedule a meeting for new and outgoing leaders with JJ Boggs outgoing leaders with JJ Boggs

Have them become familiar with how Have them become familiar with how the office functions and the best the office functions and the best times to come intimes to come in

Responsibilities of New LeadersResponsibilities of New Leaders Help with the transition process by being Help with the transition process by being

proactive. proactive. Take the initiative to obtain the clubs history, and Take the initiative to obtain the clubs history, and

procedures before older members graduate.procedures before older members graduate. Create a folder, or organization system that can Create a folder, or organization system that can

store the important history of the club.store the important history of the club. Make sure to have an updated list of members, Make sure to have an updated list of members,

and contact information. and contact information. Learn about the important contact people in Learn about the important contact people in

CCAL, and for specific events relevant to the club.CCAL, and for specific events relevant to the club. Update website and CollegiateLink information. Update website and CollegiateLink information.

Quick TipsQuick Tips

Develop a mentoring program Develop a mentoring program Develop leadership notebooks or use Develop leadership notebooks or use

CollegiateLink to store and track valuable CollegiateLink to store and track valuable resources and planning documents resources and planning documents

Maintain contact with previous leadership Maintain contact with previous leadership members; they can provide insight into members; they can provide insight into obstacles and ideas for futureobstacles and ideas for future

Involve your advisor in the transition; he Involve your advisor in the transition; he or she can be instrumental (especially for or she can be instrumental (especially for continuity and consistency)continuity and consistency)

Contact InformationContact Information

For further ideas and assistance, For further ideas and assistance, please contact JJ Boggs at please contact JJ Boggs at jboggs@middebury.edu or Tammy or Tammy Maye at tmaye@middlebury.edu.Maye at tmaye@middlebury.edu.