Student Organizational Guide

1
Student Organizational Guide

• Part 1
• How to Transition into Your New Executive
  Position

2
Why Transitioning is Important

• Provides transfer of significant organizational
  knowledge.
• Minimizes the confusion of leadership change.
• Gives outgoing leaders a sense of accomplishment
  and closure.
• Utilizes the valuable contribution of experienced
  leaders.
• Increases the knowledge and confidence of the new
  leadership

3
Why Transitioning is Important

• Minimizes the loss of momentum and
  accomplishments of the group.
• Minimizes the loss of important documentation.
• Provides a sense of continuity among the
  membership.
• Continuous leadership gives stability and
  direction to the organization.
• New leadership provides hope of improvement and
  excitement within the organization.

4
Complete Change of Officer Forms

• The forms are located at the Student Association
  Office in the Campus Life Building, Room 180.

5
Plan a Fun Informative Retreat

• Orient all of the new officers together with the
  outgoing officers.
• Have outgoing officers explain their roles in
  detail to the entire executive board so, new
  execs can be clear on each others
  responsibilities.
• Transfer key knowledge and information about the
  organization as well as all materials necessary
  for them to function.

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Useful Retreat Topics

• Goal Setting
• Idea Brainstorming
• Group Development
• Direction of Organization
• Questions Answers
• MAKE SURE TO PLAN FUN ACTIVITIES AS WELL!!!

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Share Position Organization-Related Files

• Make sure incoming officers have copies of the
  following
• Constitution By-laws
• Position description of officers and members
• List of committees and their description
• Member Officer Contact List
• Contact Info for helpful campus resources
• List of basic annual procedures and/or calendar
  of events
• Web page and webmaster info
• Mission, philosophy, goals and/or purpose of
  organization
• Financial Records
• Evaluations of previous and current projects
• Meeting minutes and agendas
• Any historical records of the organization

8
Review Calendar of the Year

• Take out a calendar of this school year and
  review it together. What were the busy times?
  What kinds of things should the new officers
  anticipate?

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Make Introductions to Resources

• Schedule time to walk around campus together so
  the outgoing officers can make introductions to
  the important people who can serve as resources
  to the incoming officers.
• Ex.) Student Association, Student Leadership
  Involvement, CAB, etc.
• Make sure new officers meet with the
  organizations advisor(s).

10
Review Budgets and Funding

• What is the financial status of the organization?
• Where did the organization get money from in
  previous years?
• Did the organization apply for funding and/or
  receive funding from Student Association?
• Which fundraisers were used? Which ones worked?
  Which didnt?

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Review Past Future Events

• Which events were successful? Which should be
  continued?
• When should the planning start?
• Which events shouldnt be continued?
• Were there any challenges or opportunities that
  could have been improved?

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Meetings Organization

• Where were the meetings held? What worked? What
  didnt?
• Has a contact list for the school year been
  created?
• What is a typical week like?
• What were the most and least challenging parts of
  responsibilities?

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Recruitment Activities

• What recruitment activities were done? What
  worked?
• Did the organization attend the SAs
  Organizational Expo? Will we be attending this
  year? YES!!!
• Why did new members stay involved? If they
  didnt, what made them leave?

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Next Step

• Make a To-Do List
• What items on the list are priority?
• What items can be attended to later?

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GOOD LUCK THIS YEAR!!!!

• IF YOU HAVE ANY QUESTIONS CONTACT
• Lakeisha Ferguson
• Director of Organizational Development
• Campus Life Bldg., Suite 180N
• Dekalb, IL 60115
• Phone [phone]
• Fax [phone]
• Email Z071826_at_niu.edu