As you approach the end of your board term, and new members join the board, please keep the following tasks in mind to allow for a smooth transition:

• Hold a meeting/call with those transitioning off the board to discuss accomplishments and lessons learned and to be sure they have documented processes for their board position (logons, passwords, billing info for assets, etc.).

• Hold a Meet & Greet session with incoming board members and those transitioning off the board to allow for introductions, a chance to get to know each other and to know who to reach out to when they have questions.

• Be sure you provide knowledge management access – remove those transitioning off, add those transitioning on, and provide a high-level tutorial of the site (Google Docs, OneDrive, etc.).

• At the beginning of the board year, consider having each board role identify three to four objectives for their term: one should include recruiting a successor and another to include documenting all processes and procedures. Every board member should have these two objectives throughout the year.

• Never have only one signature on your chapter bank accounts. Be sure to have the president, past or president elect, treasurer and one other board leader – secretary perhaps. Best practice is to have at least three signatures on your account.

• Each month during the monthly board meeting, board members should submit board reports to the secretary for compilation one week before the board meeting. These records should be archived on your Google Docs, OneDrive, etc. Meeting board reports and board minutes are not only good meeting management, they provide necessary documentation for the due diligence of the chapter.