A smooth transition ensures new officers understand their roles before taking office. Clearly define expectations and choose a structured transition method.
Pre-Transition Checklist
Before meeting with incoming officers, complete the following:
- Gather relevant documents and files
- Review the Transition Worksheet and constitution (update if needed)
- Complete necessary correspondence (emails, EPRs, SOFS Payment Requests)
- Outline an ACTION PLAN with outgoing officers:
- Position descriptions & outstanding tasks
- Introductions to key stakeholders (staff, faculty, student leaders)
- Financial information for the Treasurer (SOFS details)
- Allow new officers to shadow you
- Prepare updated operations portfolios
- Assist with NvolveU updates and RSO renewal
Team Transition Approach
This method includes outgoing/incoming officers and the Advisor in a retreat or series of meetings to:
- Review and update past records
- Discuss completed, ongoing, and upcoming projects
- Address challenges and key information for success
Updating Officers in NvolveU
- Log into NvolveU and select your RSO logo
- Click Roster under Organization Tools
- Update officer roles (except President, Treasurer, and Primary Programmer)
- Add/remove members as needed
- SLICE updates key roles after required trainings:
- President & Primary Programmer – Annual Orientation
- Treasurer – SOFS Treasurer Training
Advisor’s Role
- Facilitate discussions, provide structure, and offer suggestions
- Avoid directing decisions—serve as a sounding board
- Fill in gaps if records are missing
- Help set Specific, Measurable, Achievable, Relevant, and Time-bound (SMART) goals
- Provide historical context and policy guidance