Student Organizations
Leadership Transition CHECK LIST

Plan ahead for transition. Successful leaders are often judged by how well they mentor, inform, and transition responsibilities to new student group officers. 

A binder and electronic copies of the following recommended resources should be maintained by each student group:

People (contact information)

• Roster - list of members, phone numbers and current emails
• Potential recruits interested in becoming members
• Alumni or past members
• UCB contact info for faculty, Cal Corps staff, ASUC staff, OSL staff, etc.
• Community contacts
• Foundation and donor contacts
• Inter-/National organization information, if applicable
• Vendor contacts

Documentation

• Copy of the group’s constitution
• Student Organization re-/registration information, current signatories etc. through the Office of Student Life, http://osl.berkeley.edu
• Sponsorship information, ex: department, ASUC, Graduate Assembly, Cal Corps etc.
• Job descriptions for all positions
• Calendars/Timelines
• Mission statement and goals
• Group history
• Recruitment fliers
• Meeting agendas
• Templates for old forms or letters
• Budgets from prior years
• Financial documents: receipts, invoices, ERF (electronic request forms) forms
• Banking information – account #s, institution, checks, deposit slips, authorized signatories, TAX ID, etc.
• ASUC cage application info/cage info
• Website info: Login and passwords
• Listserv info: Login and passwords and addresses for all listservs associates with the group
• Member recruitment advice: i.e. contacts for major advisors, process for flyering in dorms, student group contacts for emailing recruitment messages, etc.
• Fundraising information/strategies
• Any past foundation applications/donation appeals
• Newsletters
• Asset list, ex: table, chairs, supplies, and location
• Keys, ex: for lock boxes, storage locations, signboard chain, etc.
• Electronic copies of all important documents

Key Activities, Initiatives, Events

• Curriculum, worksheets, or lesson plans
• Info on Decal registration if you sponsor one
• Info on arranging Ed units if you offer them
• Info for any past vendors used (i.e. caterers, transportation services, printers, t-shirt shops, etc.)
• Copies of event forms/permits filed with OSL
• Descriptions of past events, check lists, plans etc.

Personal Notes and Observations

• Advice/knowledge of past leaders
• SWOT (strengths, weaknesses, opportunities & threats) analyses of former leaders
• Reflections from past leaders
• Success stories, achievements, press clippings, group history, photos etc.
• Icebreakers/games
• Partnerships with other groups or associations