The problem
Every year your board turns over, and most of what the outgoing officers know leaves with them. Logins, vendor contacts, the reason a policy exists. The new board spends its first six months rediscovering it.
When to run it
Start 60 days before officers change. Hold the handoff meeting in the last 30 days, while both boards still answer email.
The steps
Build the handoff list
List every role changing hands. For each one, write down who owns it today and who owns it next term.
Get the rest of Play 001
- 5 more steps
- The mistakes to avoid
- The officer duties and annual transition calendar template
- The conflict of interest disclosure form template
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The Weekly Play. Short enough to read before your next board call.