Transition Document - Talent Development

Overview

Provide a high-level summary of what are the resposibilities of this role. Define the following:

Core purpose: Explain what is the core purpose of your role
Key collaborators: Which other e-board members do you interact with the most?
Top advice: Add the single best advice you could give them.

Responsibilities

For each major responsibility, describe what it involves, how often you do it, and any tools/platforms used. Include lessons learned and concrete recommendations.

Example

2.1 [Responsibility Area e.g., "Setting Goals and Initiatives"]

What it involves: [Describe the task and its purpose]

How I approached it: [Explain your process, tools used (e.g., Kanban board, shared drive), and how you tracked progress]

Key goals from my term:

[Goal 1 — note whether completed or not, and why]
[Goal 2]
[Goal 3]

Recommendations for your successor: [Advice on scope, prioritization, common pitfalls]

Key contacts:

Name	Role/Organization	Context
[Name]	[Role]	[Why they matter / how you worked with them]
[Name]	[Role]	[Context]

Future Goals

List initiatives you started but didn't complete, or ideas you never got to. Be specific about what groundwork exists and what's left to do.

[Goal/Initiative Name]

Current status: [Where things stand]
What's already done: [Any work, documents, or contacts in place]
What's left: [Concrete next steps]
Why it matters: [Brief justification]

How You Can Succeed in This Role

Key Resources

List every tool, account, document, and platform your successor will need.

Resource	Location / URL	Access Notes
[e.g., Kanban Board]	[URL]	[Who has admin access]
[e.g., Shared Drive]	[URL]	[Folder structure notes]
[e.g., Constitution]	[Path in shared drive]	[Last updated date]
[e.g., Meeting Minutes]	[URL]	[Naming convention]

Summer / Off-season Tasks

List tasks that should be completed before the new term begins, with owners.

Task	Owner (Role)	Target Date
[e.g., "Secure 2+ nonprofit project proposals"]	[e.g., VP Recruitment]	[Date]
[e.g., "Finalize onboarding curriculum"]	[e.g., VP Projects]	[Date]
[e.g., "Plan event calendar for fall"]	[e.g., VP Events]	[Date]
[Add more rows as needed]