Transitioning Your Organization to the Next Level with an Operations Manual

1. Transitioning Your Organization to the Next Level with an Operations Manual Keri Shiplet Coordinator of Campus Activities Colorado College 2008 NACA National Convention St. Louis, Missouri February 19, 2008

2. Program Goals Attendees will be able to identify the need for an operations manual to foster smooth transitions. Attendees will be given ideas so they can design their own structure of an operations manual for their organizations. Attendees will leave with resources that they can use on their campus to facilitate the development of operations manuals with their organizations.

3. Program Overview What Do You Need to Transition Your Organization? Why an Operations Manual? Overview of Operation Manual Components Detailed Description of Components Operation Manual Formats Transition Ideas Annual Check List Questions?

4. What Do You Need to Transition Your Organization? Mission Statement Goals Constitution & Bylaws Officer Job Descriptions Operating Procedures Calendar of Regular Events Key Contacts Financial Records

5. Why an Operations Manual? An operations manual provides the information necessary to perform all of the standardized procedures of your organization. Why start each year from scratch when you could build upon the success from the past leadership.

6. Operations Manual Components Governing Documents Officers Advisors Operating Procedures Event Planning Procedures Organizational History Forms

7. Governing Documents Mission Statement Goals and Action Plans Constitution & Bylaws History of Changes to Governing Documents Institutions Rules

8. Officers Job Descriptions and Responsibilities Organizational Chart Executive Standards and Procedures Contact Information

9. Advisors Advisor Role(s) and Responsibilities Contact Information

10. Operating Procedures Membership Standards and Procedures Discipline Procedures Publicity and Media Relations Budget Process and Financial Guidelines Transition Procedures Important Phone Numbers, Websites and Resources

11. Event Planning Pre-Event Planning Procedures Annual Events and Processes

12. Organizational History Historical Information Calendar of Regular Events Financial Records Evaluations Event Statistics

13. Forms Cover Sheet Financial Forms Facilities/Room Request Forms Event Planning Forms Statistics Sheet Incident Report Forms

14. Formatting Type into one document Cover and a Table of Contents Bound or Binder Hard/Electronic Copy in Advisors Office Update at end of officer cycle so you can pass it on to the next officer Concise but detailed

15. Transition Ideas Plan a get together Retreat Workshop One-on-one discussions Utilize Operations Manual Questions & Answers w/ Old and New Officers Remember it is important to provide closure for the old officers and setting up the new officers for success.

16. Annual Check List Easy way to evaluate incoming operation manuals. Supports feedback to organization leaders on what is missing. Leaders can learn what to expect.

17. Questions?

18. Transitioning Your Organization to the Next Level with an Operations Manual Keri Shiplet Coordinator of Campus Activities Colorado College 2008 NACA National Convention St. Louis, Missouri February 19, 2008