Preparing Next Year's Execs:
How to write a transition document
writing_a_club_exec_transition_document.pdf |
Transition Document
One thing that you can only really do at the end of the year is prepare a transition documents. In fact, some universities and colleges, quite wisely, require it and offer their own templates. A transition document from each executive should include information, reflection, and instruction.
Sample Transition Documents
Sample Handover checklist
One thing that you can only really do at the end of the year is prepare a transition documents. In fact, some universities and colleges, quite wisely, require it and offer their own templates. A transition document from each executive should include information, reflection, and instruction.
- Information
- Past Year’s Activities: A summary of what that executive did that year
- Usernames and Passwords: If an executive is responsible for an account (e.g. website, social media, school, email addresses)
- Membership List: Including name, email, phone, social media, preferred method of contact, and other relevant information.
- Bank Account and Financial Information
- Where to Find key Documents
- Reflection
- Some questions you could reflect on:
- What I wish I knew when I started?
- What went wrong and why?
- What went right and why?
- What I wish I knew when I started?
- Some questions you could reflect on:
- Instruction
- Calendar of year: Specify key dates of events, preparation, funding application, elections, AGMs, etc.
- How to Guides: A particularly ambitious executive might include step-by-step guides (or links to articles) for activities that are not covered elsewhere
- Calendar of year: Specify key dates of events, preparation, funding application, elections, AGMs, etc.
Sample Transition Documents
- Oxfam Canada
- University of British Columbia (scroll down)
Sample Handover checklist
- University of Victoria (scroll down)