Officer Transition Checklist
Transition Date
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
2 Weeks to 30 Days Prior to Transitioning
Rows
Check
Notes
Current Leaders contact bank, accountant (if applicable), and other entities to advise of transition. Set up a time to meet with new Officers to issue new debit cards, review records, etc.
1
Prepare a list of items to transfer. Make sure you have all passwords, financial records, institution names and account numbers, login info, locations of branches. name of bank officer, etc.
2
Have Corporate Book with updated and most current minutes in order to review and give to the new Secretary.
3
Have up to date and cleaned up membership lists, records of payments and memberships up to date.
4
Make a current and complete list of all online account links, username, and passwords,
5
Ha an update record of social media accounts, username, and passwords with the linked email (should be the club email for ease f transition).
6
Have renewal dates for website domains, amounts, and logins for domain, subscriptions, and other key items and accounts used for club operations.
7
Prepare and gather items to be transferred such as inventory of fundraising items with detailed lists, decorations, supplies, etc.
8
General Items Upon Transition:
Rows
COMPLETED
Notes
Update Corporation Records with State- Add the new Officers and remove Officers no longer active
9
Update club banking account information and Officer signatures. Remove Officers that are no longer active.
10
Transfer all email account passwords and update passwords
11
Transfer all passwords for social media accounts and update passwords.
12
Meet with outgoing Board/Officers for orientation to review banking information, documents and records, member list, operations, calendar of events
13
Transfer all online account passwords, such as Evite, Sign Up Genius, Jot Form, etc.
14
Transfer Website passwords, login and verification information; make sure the email on the website account is accessible by new Webmaster. Update passwords as deemed necessary
15
Transfer Bookkeeping and financial records to new Treasurer.
16
30-Day Follow Up
Rows
Check
Notes
Create or purchase Anniversary Invitations.
17
Arrange for the rental of event equipment such as chairs, tables, etc.
18
90 Day Follow Up
Rows
Check
Notes
Distribute invitations via mail or in person.
19
Choose an Anniversary Cake and place an order.
20
Make arrangements for any necessary accommodations or transportation for out-of-town guests.
21
Coordinate with your Photographer/Videographer to plan and prepare photos and videos.
22
Rows
Check
Notes
Double-check and confirm all bookings and arrangements.
23
Complete purchasing wedding rings.
24
Create a seating chart and plan seating arrangements.
25
Request that designated speakers prepares speeches for the event.
26
Confirm venue booking and the numbers.
27
Additional Notes
Submit
Should be Empty: