Seven Step Officer Transition Process
Step 1: Preparing To Be An Officer – (online)
Collegiate members interested in running for a lettered officer position can access the “Preparing To Be An Officer” course online through mydchi.org. If you are having trouble accessing the course, please contact Director of Education & Leadership Programs Alex Brown (firstname.lastname@example.org).
Step 2: Outgoing Officers prepare to train incoming officers
All outgoing officers should complete the Outgoing Officer Guide. This will help the outgoing officer gather their thoughts and prepare for the 1:1 meeting with the Incoming Officer.
Step 3: Incoming Officers prepare to take on their new position
All incoming officers should complete the Incoming Officer Guide to brainstorm and prepare for the 1:1 meeting with the outgoing officer.
Step 4: Officer On-Boarding Series – (Online)
Once the outgoing “C” reports the new officers to Vault, they will receive an invitation to take the officer transition course for their respective position. This course will take between 10-20 minutes to complete. If you don’t receive an invitation after the officers are updated, please contact your Chapter Coach and they can assign the course to you.
Step 5: The outgoing officer and incoming officer have a one-on-one meeting(s)
This meeting should take place between the outgoing and incoming officers; they should use the 1:1 Officer Transition Meeting Guide as a reference.
Step 6: Incoming Officer Retreat
The “A” should plan a retreat for the incoming officer retreat. This should take place prior to the start of the next quarter/semester. The purpose of the retreat should be to set both short and long-term goals for the chapter. The “BB” and Alumni Board of Trustees (ABT) should be involved in the retreat.
Looking for retreat activities? Consider using the Officer Retreat Planning Guide to get started.
Step 7: Leadership Programming from IHQ
All Executive Board Members (with the exception of the “A”) should plan to attend their respective Officer Track at the Regional Leadership Conference. The “A” is expected to register and attend the “A”s’ Academy. To register, log into MYDCHI and follow the registration prompts.
Below are 60-day Check Lists for lettered officers and several chairman positions. While these check lists are not meant to be an exhaustive list to govern your entire term, it can get you started on the tasks you will need to complete during your first 60 days in office.
Budget Template (Quarter Schools)
Budget Template (Semester Schools)
Chapter Finances (’22-’23)
Schedule of Dues (’22-’23)