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How to plan for officer transitions

April 17, 2024

How to plan for officer transitions

With the school year winding down, it’s time to ramp up officer transition planning. Whether you’re a PTA, PTO, or Booster Club, having a plan in place will help you set new leaders up for success and make sure that they’ll be off and running for the new school year.

For outgoing leaders, there’s a lot of organizing, documenting, and updating to do before officer elections take place, but making time for it solidifies your legacy and gives incoming leaders a way to continue building on all the great work you’ve done during your term. 

As new leaders assume their roles, there’s plenty for them to do as well. Use the summer to get a jump on building partnerships within the school and local community and thinking of new, creative ways to support students so when the school year starts, you’re ahead of the game.

Keeping everything straight that you need to do for officer transition planning takes attention to details and deadlines, so we’ve created this officer transition planning checklist you can use to make sure you don’t miss a beat. Click on the checklist below to access a downloadable version.