Membership Officer Handoff Checklist - Revision history

BethWeiss: Formatting

2026-06-04T02:58:46Z

Formatting

← Older revision		Revision as of 02:58, 4 June 2026
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	== Purpose ==		== Purpose ==
	Provide ~~guidance for~~ a smooth transition between ~~outgoing and incoming [[Membership Officer\|Membership Officers]].~~		Provide a structured checklist to support a smooth transition between outgoing and incoming Membership Officers.

	~~This checklist can be used by~~ outgoing and incoming Membership Officers ~~to capture information needed for a smooth transition~~.

	== Why a Good Handoff Matters ==		== Why a Good Handoff Matters ==
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			=== Key Responsibilities and Deadlines ===

	{\| class="wikitable" style="width:100%;"		{\| class="wikitable" style="width:100%;"
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	\|}		\|}

	=== ~~Current~~ Contacts ~~- Who should I Know?~~ ===		=== Key Contacts ===
	{\| class="wikitable" style="width:100%;"		{\| class="wikitable" style="width:100%;"
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2026-06-04T02:55:45Z

all formatting

← Older revision		Revision as of 02:55, 4 June 2026
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	{\| class="wikitable"		{\| class="wikitable"
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	!Item		! style="width:25%;" \| Item
	!Information		! style="width:75%;" \| Information
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	\|Region/Local Group Number		\|Region/Local Group Number
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	\|Outreach to lapsed members		\|Outreach to lapsed members
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	{\| class="wikitable" style="width:100%;"		{\| class="wikitable" style="width:100%;"
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	!Tool		! style="width:20%;" \| Tool
	!How Local Group ~~uses~~		! style="width:30%;" \| How Local Group Uses It
	!Credentials		! style="width:15%;" \| Credentials
	!Membership Officer Responsibility		! style="width:35%;" \| Membership Officer Responsibility
	\|-		\|-
	\|Email		\|Email
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	=== Tracking ===		=== Tracking ===
	* How ~~do you track~~ member contacts and follow ups?		How are member contacts and follow-ups tracked?
	{\| class="wikitable" style="width:100%;"		{\| class="wikitable" style="width:100%;"
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	\|Area Coordinators		\|Area Coordinators
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2026-06-04T02:53:05Z

Current Membership Snapshot

2026-06-04T02:51:00Z

← Older revision		Revision as of 02:51, 4 June 2026
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	\|		\|
	\|-		\|-
	\|~~Area Coordinators~~		\|
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	\|~~Area Coordinators~~		\|
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	\|~~Area Coordinators~~		\|
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	\|~~Area Coordinators~~		\|
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	\|~~Area Coordinators~~		\|
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	* [[Membership Officer - Operating Rhythm]]		* [[Membership Officer - Operating Rhythm]]
	* [[Membership Officer - Working with Other Roles]]		* [[Membership Officer - Working with Other Roles]]
			* [[Membership Officer - Tracking]]
	* [[Membership Officer Resources]]		* [[Membership Officer Resources]]

2026-06-04T02:50:08Z

Shared Responsibilities and Deadlines

← Older revision		Revision as of 02:50, 4 June 2026
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	\|}		\|}

	~~=== Shared Responsibilities and Deadlines ===~~
	{\| class="wikitable" style="width:100%;"		{\| class="wikitable" style="width:100%;"
	\|+
	!
	! style="width:25%;" \| Area		! style="width:25%;" \| Area
	! style="width:75%;" \| Notes		! style="width:75%;" \| Notes
	\|-		\|-
	\|~~What deadlines do I need~~ to be aware of?		\| Deadlines to be aware of
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	\|-		\|-
	\|~~What responsibilities are time~~-sensitive?		\| Time-sensitive responsibilities
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	\|~~What responsibilities are~~ shared with other Local Group officers?		\| Responsibilities shared with other Local Group officers
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	\|}		\|}

2026-06-04T02:48:50Z

← Older revision		Revision as of 02:48, 4 June 2026
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	\|}

	~~=== Typical Workflows ===~~
	~~What tasks does the current Membership Officer do monthly, quarterly, and annually? (This could be answered by the Core Recurring Tasks section)~~
	~~{\| class="wikitable" style="width:100%;"~~
	~~! style="width:15%;" \| Frequency~~
	~~! style="width:20%;" \| Activity~~
	~~! style="width:65%;" \| Notes~~
	\|-		\|-
	\|~~Monthly~~		\|
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	\|-		\|-
	~~\|Quarterly~~
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	~~\|Annually~~
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2026-06-04T02:47:02Z

Current Contacts - Who should I Know?

2026-06-04T02:45:52Z

Tracking

2026-06-04T02:44:57Z

Current Contacts - Who should I Know?

2026-06-04T02:44:18Z

Existing templates