[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"doc-detail-174034-en":3,"doc-seo-174034-105":30,"detail-sidebar-cat-1-en-105":91},{"code":4,"msg":5,"data":6},0,"success",{"doc_id":7,"user_id":8,"nickname":9,"user_avatar":10,"doc_module":11,"category_id":12,"category_name":13,"doc_title":14,"doc_description":15,"doc_content":16,"file_id":17,"file_url":18,"file_type":19,"file_size":20,"view_count":11,"is_deleted":4,"is_public":11,"is_downloadable":11,"audit_status":11,"page_count":21,"language":22,"language_code":23,"site_id":24,"html_lang":23,"table_of_contents":25,"faqs":26,"seo_title":27,"seo_description":15,"update_tm":28,"read_time":29},174034,687207024643,"Rhys","https://ap-avatar.wpscdn.com/davatar_3d24733baf745e90a7e4bdd5f77d97b2",1,11,"Presentations","Recommended Retreat Preparation - Transition Process and Transition Meeting Checklist","Draft guidance for preparing a board transition and annual retreat, emphasizing mandatory attendance from completion of the nomination process through the end of the fiscal year. Covers how incoming board members shadow current leaders, what to share during the transition process, and the required separate transition meeting before the annual retreat. Details pre-meeting materials, typical agenda items, key business documents to review (budget, 18-month calendar), and department pre-work, including business plan and presentation preparation.","Draft - Recommended Retreat Preparation\nTRANSITION PROCESS\nIt is mandatory that all Incoming/Outgoing Board members attend all board meetings from the point of the Nomination Process being completed (which occurs after the Board slate has been approved by March 1st) through end of the current fiscal year.  The incoming board shadows the current board members while observing and/or learning management styles.  If you are continuing in your same position and you are not transitioning someone new, then this does not apply to you.  During the Transition Process helpful hints or key advice are shared for example advice that was given to the current board members that was helpful or information that wasn’t shared that would have made their job on the board easier.\nTRANSITION MEETING – SEPARATE FROM A BOARD MEETING AND PRIOR TO ANNUAL RETREAT\nThis meeting MUST take place, along with a board orientation.  This opportunity for the sharing of Best Practices results in everyone meeting as a team and ensuring a seamless transition.  During the Transition Meeting any files or documents that your successor needs will be handed over.\nPrior to the meeting everyone should have their position description, leadership handbook, and org chart (important for understanding how the work-teams function and flow together).\nTypically this transition meeting includes:\nIce breaker\nBoard 101 Where does this come from?  Global?\nPosition description for new board member’s role\nPosition description for current board member’s new role\nLeadership handbook/transfer of Information sheet\nOrg Chart – important for understanding how the work functions and flows together; who to contact when\nRobert’s Rules of Order (protocol, motions, voting, etc.)  Do we have a standard RR doc ALL can use?\nCopy and status of current chapter business plan (explain metrics), budget, 18-month calendar, Chapter Bylaws and Policies & Procedures\nRetreat dates for the year (mandatory attendance, along with WEC & CBS, if possible)\nAvailable resources (Chapter Leader Resource Page/CLRP; Chapter Business Manager/CBM)\nBoard reports\nResponsibilities of board members as a whole\nCommittee roster\nBoard ethics, conflict of interest, etc.\nLeadership Training Week\nCheck Request Procedures and Check Request Form\nKEY BUSINESS DOCUMENTS TO BE REVIEWED DURING TRANSITION MEETING:\nBUDGET\nReview the preliminary budget for the upcoming fiscal year and be prepared to make adjustments to the business plan and/or the budget based on the team presentations that will occur at retreat.  Remember, it is the outgoing board that will vote on the budget for the coming fiscal year!\nATTENTION INCOMING VP'S/EXECUTIVE COMMITTEE: Your departmental team completes the business plan template specific to your team utilizing the content from the current business plan.   Your team is responsible for preparing the presentation(s) that will outline your strategies for the next year.  This is the information that will be incorporated into the new fiscal year Business Plan.  This is done with both the outgoing board and incoming board!\nBusiness Plan Retreat Pre-Work:\nReview the current business plan\nFind every objective/action in the plan that has your position’s title on it\nDetermine if anything needs to be changed as it is written\nDetermine if you need to add any new objectives or actions to this metric\nDetermine which metric the objective applies (Metric 1, 2, 3, 4 or 5) and place under that metric\nBring a copy of your work to the retreat where, as a group, w the upcoming year’s chapter business plan is finalized as presentations are made.\n18 MONTH CHAPTER CALENDAR\nThis is a document that MPI requires in order to have an overview of the chapter’s long term schedule.  While 18 months out is an ambitious undertaking and isn't always possible, do your best and come to the retreat prepared to discuss the calendar.  An 18-month calendar also assists the incoming board with a head start on their year showing dates (months) topics only.","cbCaihAgQNrd8TeP","https://ap.wps.com/l/cbCaihAgQNrd8TeP","docx",86119,5,"English","en",105,"# Transition Process\n## Transition Meeting (Separate From Board Meeting)\n## Preparing for the Retreat\n## Team Department Presentations and Pre-Work\n## Key Business Documents to Review","[{\"question\":\"Who must attend board meetings during the transition period?\",\"answer\":\"All incoming and outgoing board members must attend all board meetings from when the nomination process is completed until the end of the current fiscal year.\"},{\"question\":\"What is required for the transition meeting before the annual retreat?\",\"answer\":\"The transition meeting must take place along with a board orientation, using it to share best practices and hand over files or documents your successor needs.\"},{\"question\":\"Which key documents should be reviewed during the transition meeting?\",\"answer\":\"At minimum, review the preliminary budget for the upcoming fiscal year and ensure readiness to adjust the business plan and/or budget based on retreat team presentations, along with the 18-month chapter calendar and related materials.\"}]","Recommended Retreat Preparation - 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