The OrgSync Blog

Client Services Corner – April 2012

Welcome to the April edition of the Client Services Corner! We’re very excited to be sharing our insights, campus stories, and upcoming on-sites. If you’d like to be featured in this new series, feel free to contact us.

Easier Officer Transitions with OrgSync

It’s that time of year again! Spring has sprung, finals are around the corner, and Officer Transition is in the works. Since it’s such a busy time for student leaders, often the Officer Transition process can be overlooked. I experienced the difficulties of Officer Transition when I was the Outgoing President of my student organization and I would’ve appreciated having a tool like OrgSync to help.

There are many tools available in OrgSync to leave a lasting legacy of success for your organization and I wanted to name a few that would be a good place to start. While all tools are great to keep track of information throughout the year, i.e. Checkbooks, Forms, and especially News Posts for the wonderful archiving functionality it has, others are helpful to revisit each time you transition to new officers.

Files

The Files module will be your best friend during Officer Transition. Any and all documents you’ve collected throughout your term, especially anything you might have in an Officer Manual is important to upload here. You can make it available to only administrators so your members won’t have to dig through the files that don’t pertain to them.

Photos and To-Do Lists

Photos and To-Do Lists can also be helpful tools in Officer Transition. Have your members upload photos from meetings and events, especially current events, so that next year (and years from now) when new officers bring your ideas back to life, they’ll know what it looked like and how to make it succeed. With To-Do Lists, all the new officers need to do is update the due dates for each task and they’ll be set to plan that annual event for themselves. This way, you won’t have new officers tracking you down after you’ve graduated with questions about events.

Contact Books

Contact Books under the communication tools is probably my favorite feature of all. Before you let go of the reins to your organization, enter the contact information of any vendors or people you worked with throughout your term. Who you ordered those t-shirts from, the person you got a great deal on a venue for your annual event, and the restaurants you catered with are all great people to keep track of here. You will be setting your successor up for success by doing this. You will allow them to build upon your current success so they can reach the next set of goals by working smarter not harder.

Account Groups

The most important key to a successful OrgSync Officer Transition is to change the account groups of your outgoing and incoming Officers. New officers will need to be moved to the ‘Administrator’ group so they can have access to the same tools you used to manage your organization the previous year. You can do this on your portal’s “People” page. Cool fact: updating your account groups will also update the Officers Page on your OrgSync Website! Be sure to not change your account group until you have completely transitioned!

There is so much that can be done to ease the transition process between organization leaders with OrgSync. Be sure to check out our help and support page with any questions you might have about the modules and feel free to contact us as well!