Checklist

The officer transition checklist

A disciplined handoff for access, responsibilities, recurring work, records and the first month of a new officer term.

3 min read4 steps12 checklist items

Step 1

Inventory responsibility, not just files

List every recurring decision, deadline, account and open item attached to the position. A folder transfer is incomplete when the incoming officer does not know what to do next.

Document weekly, monthly and term-based responsibilities
List open decisions and their owners
Identify external campus or organization contacts

Step 2

Transfer access safely

Assign the incoming member to the correct position and remove outdated access when the transition is effective. Avoid shared passwords; each officer should use their own authenticated account.

Review position permissions
Assign the effective start date
End access that is no longer appropriate

Step 3

Review the live chapter record

Walk through the roster, recruitment cycle, calendar, programs, balances and announcements. Resolve discrepancies during the handoff rather than transferring uncertainty.

Confirm roster statuses
Review the next thirty days of activities
Reconcile open balances and exceptions

Step 4

Plan the first month

Schedule two short follow-ups: one after the incoming officer's first week and another near the end of the month. Use them to answer questions, close inherited work and adjust access—not to keep the outgoing officer in control.

Set a one-week check-in
Set a thirty-day review
Record remaining handoff items in the shared system

How Greek Central supports this

Run this process in one place instead of five spreadsheets.

One-page checklist