Registered Student Organization Handbook

Officer Transitions and Retreat Planning

The transition of officers is one of the most important things an organization can do to maintain quality and structure. Here are some helpful suggestions to make your officer transitions a success:

Schedule a time for all outgoing and incoming officers to meet and review materials and responsibilities.
Create officer binders that outline responsibilities, contacts, timelines, and other resources that will be helpful for the new officer.
Make sure your advisor has had the opportunity to meet the new officers and has contact information for new and outgoing officers.
Keep as many organization documents in electronic form and share them with all officers (ex. constitutions, event plans, etc.)
Make sure all off campus financial accounts are transferred to the new president and treasurer.
Change officer information online via “Stuey” the Office of Student Life’s student organization administration system.

Retreats are a great way for executive boards or entire chapters to set goals, develop working relationships, and prepare for the academic year. Here are some helpful hints when planning your retreat:

At least two months prior to the retreat you should determine the purpose of the retreat, identify a location, create a budget for the retreat, determine the length of the retreat, and notify all participants.
An agenda should be set prior to the retreat. Review it with officers and advisors. STICK TO IT during the retreat.
Contact any outside presenters at least one month prior to the retreat.
Make sure you have food, snacks, and breaks.
Provide fun activities as well as business.
Keep minutes of the work you do.
Complete an evaluation. This will help you plan for the next one!