Student Org - TransitionLoading...[HIDDEN] Student Org GUID Transition Doc | (Feb 2026) Fill out the form below to complete your transition for this period. If you have questions or need support related to the org transition process, please contact soc@macalester.edu. Student organizations should select one leader to complete the transition steps. Orgs are strongly encouraged to work as a group to complete the document(s), but only one org leader needs to submit. The more information you provide for your future leaders, the better!Setting New Leaders Up For Success We strongly recommend you do the following before the end of the year: Schedule a transition or onboarding meeting between incoming and outgoing leaders/officers (you can utilize this doc to guide those conversations) Set up a time for future org leaders to connect with their counter parts before the end of the year Connect with your advisor (if applicable) and share org leadership updates with them Information entered in this doc will only be viewed by CSLE professional staff and kept in strict confidence. There will also be a copy saved in your Involve Document portal only visible to org leaders. Basic Organization InformationOutgoing and Incoming LeadershipOutgoing/Current LeadershipIncoming LeadershipLogins and PasswordsYour Org's Macalester email: Email passwordWho is responsible for checking the email or setting up email forwarding?Your Org's Social Media Accounts: Facebook: N/A Instagram: N/A Twitter/X: N/AFacebook passwordInstagram passwordTwitter/X passwordOther Social Media account login information:Document StorageWhere does your org store documents and other important information such as you budget/finance information? (Examples: Google team drive, Google group)Please confirm that you have checked the ownership on all documents/drives before seniors graduate.Please confirm that you have checked the ownership on all documents/drives before seniors graduate.Yes, we have done this!Member Communication and RosterHow will your incoming leaders access the most up-to-date member contact list or roster for org communication in the fall? Suggestion: Use the "Roster" tab in the Leadership portal. Org leaders with access can edit the roster as needed.What communication tools does your org typically use? (e.g., Google Group, email, Discord, Slack, WhatsApp, text thread, etc.)Please confirm that you transferred ownership of these communication tools if they last longer than a year.Please confirm that you transferred ownership of these communication tools if they last longer than a year.Yes, we have done this!Budget and Finance InformationYour Org's Budget Account(s):Confirm your org’s full FOAPAL number (i.e. finance account number used for spending money and budgeting)?Where does your org store your FOAPAL number?If you were approved for next term's annual budget, where is your org storing those details? How do leaders find that information?Is past financial information available to future org leaders? (e.g., how much an event you host each year typically costs). If so, where is that info stored?How do you request more money as an org leader? (Talk through the additional allocation process, flexi funds, etc.)Organization CharterWhere is your org’s charter stored?Note: All orgs should have a copy of their charter stored in the Documents section of the portal. Also, if a copy is not in your organization email’s Google Drive we strongly recommend you save it there.Supplies and Capital InventoryWhat items does your group have and where are they located?Note: All items purchased with College funds are expected to stay on campus.Important People to KnowAdvisor Information Who is your organization’s advisor, and how do they support you?Other campus offices, staff, student groups, faculty, or external groups connected to your group (names and how they are connected to your org).Please confirm that you have walked the new leadership through the portal.Please confirm that you have walked the new leadership through the portal.Yes, we have done this! Operational InformationKey Dates and ActivitiesPlease list out key dates and activities for your org: Transitioning LeadershipNext Year's Leadership and OfficersHas your org reviewed your charter and followed the elections or org leader selection process outlined?Setting New Leadership Up For SuccessWe strongly recommend you do the following before the end of the year: Schedule a transition or onboarding meeting between incoming and outgoing leaders/officers (you can utilize this doc to guide those conversations) Set up a time for future org leaders to connect with their counter parts before the end of the year Connect with your advisor (if applicable) and share org leadership updates with them Reflecting Back & Looking ForwardWords of Wisdom from Outgoing LeadershipSuggested guiding questions to pose to outgoing leaders: What is something you wish you’d known when starting your role? When were your busiest seasons as an org leader? What advice do you have for next year’s leaders? What are ways you could improve org operations? What were our org’s greatest challenges last year (or in recent years)? What did you hope to accomplish, but didn’t have enough time to complete? Brainstorm Ideas and Goals for Next YearShare ideas and goals for the coming year! Signing OffOrg Name: Date: 02/02/2026Please list/type the signature(s) of current org leaders/members and new org leaders who contributed to this document:Author sign-offClick to Sign...Submit
