Grooming new student org leaders

Cortney Loui, Coordinator-Undergraduate Student Engagement

Fulton Student Organization Officer Transitions

WELCOME{Group connection

Prepping the outgoing officers

Prepping the incoming officers

Working together as a team

Know thyself

Taking it all in

Why are you Why are you here?here?

Concerns?

What do you want to learn?

What is your org doing now for the transition?

Org? Position?

Grooming New LeadersGrooming New Leaders

Outgoing Officers New Officers• Ask questions• Focus on the team• Set goals • Make and implement plans

• Use a checklist• Pass on information• Communicate the final

details• Prepare incoming officers

• Organize all notebooks, binders, files and electronic document files

– Access to budgets, accounts, documents, etc.

• Finish all necessary correspondence– Any last minute details that need to be

wrapped up? Don’t leave details TBD if the officers aren’t prepared to take over.

• Develop action plans and timelines for new officer transitions

– When should they start communicating with members? Using the budget? Directing meetings?

• Provide feedback as an outgoing officer– Find a day & time that works well for as many

people as possible to assess progress made and create new goals

– Have the new officers shadow you to see what you do

Awesome Outgoing Officers’ Do This…

• Share key information– Contacts– Documents (Google drive is a great option!)– Key activities, initiatives, & events– Words of Wisdom – Necessary training/transition activities

• Complete the transfer of information – Ensure all space is reserved for future gatherings– Finish up all bits of correspondence – Update OrgSync – Pay their bills! – Have the new officers shadow you to see what

you do

Stellar Outgoing Officers’ Do This, Too!

Smart Incoming Officers Do This…

• Break them down. Be specific: how, when where, etc.

– Things I want to do starting right now!

– Things I want to get started on soon!

– Things the outgoing officer indicated I should do right away

• Do I have the skills necessary to accomplish my goal? Who else in my organization can help me? Outside resources and people?

Set Goals• Read the transition resources.

Orient yourself to what the organization has been doing before you assumed the new position.

• Mark your calendar with reasonable deadlines. Plan several months out.

• Communicate deadlines to your team. Celebrate meeting the deadlines.

• Clearly communicate organizational goals to your officers and members.

Roll Out Plans

The New Officers Come Marching In…

Retreat topics•Teambuilding•Teamwork plans

– How will you communicate with each other?

– How often will you meet?

•Past performance evaluation•Setting goals•Planning and implementing the goals

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Transition Questions to Ask

• What do you consider to be the responsibility of your office?

• What do you wish you had done, but did not?

• What did you try that did not work? Why?

• How do we work with our faculty advisor?

• What problems or areas will require attention within the next year?

• Who/what resources were the most helpful in getting things done?  

• What key relationships need to be built?

• What should be done immediately?

• How did you work with other officers?  

• What specific paperwork is required of the officer?– Questions source: University of Virginia Office of the Dean of Students

What’s your status?What’s your status?

Shout it out!

What questions or thoughts do you have now?

The FIRE Method (T.J. Sullivan)

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• F – Fine, fulfilling, fantastic– Keep it up! People are satisfied and growing through these programs/events

• I – Improvement needed– Important, but need some reworking to make them better

• R – Replace– Goal of the event is valid, but it needs to be completely reworked

• E – Eliminate – Not necessary, not helpful – remove it from the calendar so you have less to

worry about

Know your strengths & weaknesses

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• How do you get your energy?

• Are you more of a planner or do prefer having no plans?

• What’s your go-to method for solving problems?

• Who makes you feel better about yourself? Worse?

• What do you enjoy most about the activities/positions that you’re

in? The least?• What motivates you? What keeps you going? What brings you

down? Makes it difficult to keep trying?

Team Exploration Resources• Myers Briggs Typology Indicator

– Extroverted/Introverted – Intuitive/Perceiving – Feeling/Thinking – Judging/Perceiving

• True Colors– Green – Orange– Gold – Blue

• DISC– Dominance – Steadiness– Influence – Conscientiousness

• Strengths Finder– Identifies your top 5 strengths– Some universities offer consultations and support for taking the test

as a group

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Cool leaders do this with their members

• Work on the morale of your

group members• Expect any changes to be

accepted gradually• Be available when others need

your help• Let the group members

determine the group’s purpose• Share the glory• Encourage brainstorming &

creativity • Be sure your group has a

common purpose • Manage conflict, don’t ignore it

You’ve heard the spiel. You’ve heard the spiel. Questions?Questions?

Ideas?

Suggestions?

Anything else?

Get your org rolling!

Let’s keep talking!

Cortney LouiCoordinator-Undergraduate Student EngagementCortney.loui@asu.edufso@asu.edu 480-965-3765