Club Officer Transition Checklist

Records and documents

• Bylaws, policies, and standing rules (current versions)
• Minutes archive — board and club meetings
• Budgets and financial reports, current and prior year
• Member roster with contact information and join dates
• Committee lists, event history, and vendor / venue contacts
• Insurance policies, contracts, and any legal documents

Accounts and access

• Bank signature cards updated (president / treasurer as bylaws require)
• Club email accounts — passwords transferred or forwarding updated
• Website admin access and domain registrar login
• Social media account access (and who posts)
• Club management software — admin roles reassigned
• Password list reviewed: every club account has two current officers with access

Knowledge transfer

• Joint meeting held: annual calendar walked through month by month
• Open commitments listed: promises made, grants pending, projects mid-flight
• Key relationships introduced: district contacts, venue managers, major sponsors
• The unwritten stuff written down: traditions, timing, what always goes wrong

Incoming officer's first 30 days

• Meet each committee chair one-on-one
• Review budget vs actuals with the treasurer
• Confirm meeting schedule, venue bookings, and program plans for the quarter
• Verify access to every account on the list above — before you need it

Tip: If this checklist feels impossible because everything lives in personal accounts and one member's head, that is the real finding — move club records into a shared system this year.