Officer Tools and Resources

Below are tools that will aid your organization in a number of different functional areas.  You’ll find videos, slideshows, and downloadable resources.  Click the button below to reach the resource area you are interested in.

 


Building Partnerships

Building Partnerships: A PDF version of the video above.


Officer Training

Officer Training 2016: A PDF version of the video above

 


Officer Transition

Passing the Torch: A PDF version of the video above.

Officer Transition: Learn about officer transition and how to get prepared. Includes information for both incoming and outgoing officers, as well as a checklist to keep track of your transition.

SMART Goals Worksheet: Use the SMART system to write goals for your transition.

Stop, Start, Stay Shift: A simple worksheet for evaluating your organization. Brainstorm any needed changes before setting new goals.

Transition Question Bank: Questions to consider asking when entering the role of student org officer.

Student Org Annual Checklist: See when important due dates are throughout the year and be better prepared for what is coming up.

Tuckman’s Stages of Group Development: Use Tuckman’s stages of group development to understand how groups change and adjust to new things.

 


Event Planning

Purpose and Goals

Purpose and Goals : A PDF version of the video above.

SMART Goals Worksheet : Use this worksheet to help develop the goals for your event.

 

 

Planning, Budgeting, and Marketing

Planning, Budgeting, and Marketing: A PDF version of the video above.

Planning Timeline Example 1: One version of a timeline to use for planning your event.

Planning Timeline Example 2: Another version of a timeline to used for planning your event.

Event Budget Brainstorming: Uses this worksheet to develop a budget for your event.

Marketing Checklist Example: An example of one way to ensure you have all your marketing covered.

 

 

Day of Event and Follow-Up

Event Planning Day of and Follow Up: A PDF version of the video above.

Day of Event Details Form: A form used to keep track of all the details of day of the event and ensure it proceeds smoothly.

Production Plan Example: Use this example as a template for creating your day of production plan.

Evaluation: This form can be given to those who helped with the event or performed at the event to give you a better idea of how things went from other viewpoints.

 

 


Financial Management

Budgeting and Recordkeeping

Budgeting and Recordkeeping : A PDF version of the video above.

Record Keeping Essentials: A guide for knowing what to keep and for how long.

 

 

Fundraising

Fundraising: A PDF version of the video above.

Types of Fundraisers: A breakdown of the various ways to raise funds for your organization.

Fundraising Planning Worksheet: Use this worksheet to help develop the goals for your event.