As leadership changes hands between a Governor and her/his Elect, or two Governors within our large states, Chapters/states must recognize the changes in communication and action to execute a smooth transition.
Please use the checklist below to faciliate your leadership changes:
o How does each person prefer to communicate? E-mail? Conference Call?
o Do you have each others correct contact information?
ð Chapter Executive Roles and Responsibilities
o Review the attached list of responsibilities – identify any new or expected needs.
o When does the Chapter Executive contract expire?
ð Council Leadership
o When and how does the Council meet?
o How is the Council structured?
o What role does the current Governor expect the Governor-Elect to play at Council meetings?
o What type of decisions does the Council typically make?
ð Fiscal Health of the Chapter
o How are the majority of the revenues generated? Dues? Sponsorships, Etc?
o Where are the Chapter’s major expenses?
o What are the current dues? Does the Chapter need to raise dues?
o How much is in reserves and not operating budget?
o How is the budget generated each year?
ð Upcoming Events
o What are the next events/activities that are in the planning stages?
o What are the long term events/activities the Chapter has agreed to do?
o Are there any annual or traditional events that the Chapter needs to reevaluate?
o Are the events/activities of the Chapter consistent with the members’ wants and needs?
ð Moving Forward
Identify at least three steps that each person – Governor, Governor-Elect, Councilor and Chapter Executive - is going to take in the next 3 months to ensure a smooth leadership transition