Succession and Transition Documents of
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Prepared by:
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Name, Position
TABLE OF CONTENTS
Preliminary Remarks
Purpose, Vision, Mandates
Documents and Resources
People to Know, Places to Go
Year-Plans
Signature
Preliminary Remarks
Some major challenges I faced when I first started my role were:
1. ___________________________________________________________________________________________
2. ___________________________________________________________________________________________
3. ___________________________________________________________________________________________
Here are three things I know now that I wish I knew when I started:
1. ___________________________________________________________________________________________
2. ___________________________________________________________________________________________
3. ___________________________________________________________________________________________
Also reflect on some of the ideas that you were unable to implement during your term, and what
prevented you from achieving them.
This is what I think my legacy is for the group:
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Vision, Purpose and Mandates
The overall vision or purpose of our group is:
We achieve this vision by the following mandates of the following
positions/committees:
Please check which attached documents noted here to review:
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Group Constitution
Past Evaluations
Past Meeting Minutes and Agendas
Past Planning Documents
Financial Statements and Budgets
Membership List
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Resource List
Contact List
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Documents and Resources
Please read the group’s constitution. Here are points of the group’s constitution, policies
and procedures that I think are important to keep in mind this year:
Here are the deadlines for applications that I think should be remembered:
Here are some key pieces of information about useful resources that should be remembered:
Remember that this is an information document and that as a new group leader you should be ready
to put information into action. This means, I am not going to indicate you how to do something, rather
I shall guide you on how to use this information and learn for yourself.
Places to Go, People to Meet!
We should visit the place or person listed with a (*) below together.
Place or Person
*Department of Student Life
Emzhei Chen
Scarborough Campus
Students’ Union
Contact Information
Emzhei Chen
Coordinator, Campus Groups
and Special Projects
416-208-4796 |
echen@utsc.utoronto.ca
Phone: 416-287-7047
Fax: 416-287-7088
E-mail: info@scsu.ca
Mailing Address:
SCSU, U of T
1265 Military Trail, Room SL-108
Toronto, Ontario
M1C 1A4
Notes
Transition Binder (Sample content):
People 
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Organization Membership List (with contact info)
Campus contacts
o Other organizations
o Administrative
o Useful websites (OSM)
Community liaisons
Funders
Press/media
Documentation and Methodology  Organization constitution
 Recruitment flyers and strategies
 Training materials
 Advertisement and previous press
 Grants and other funding
 Miscellaneous forms
 Previous grants and office space applications
Key activities and initiatives  Reports
 Financial budgeting
Personal Notes and observations 
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What worked
What didn’t work
Challenges
Recommendations