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Transitioning Your Organization
to the Next Level with anOperations Manual
Keri Shiplet
Coordinator of Campus Activities
Colorado College
2008 NACA National Convention
St. Louis, Missouri
February 19, 2008
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Program Goals
Attendees will be able to identify the need for anoperations manual to foster smooth transitions.
Attendees will be given ideas so they can designtheir own structure of an operations manual fortheir organizations.
Attendees will leave with resources that they canuse on their campus to facilitate the developmentof operations manuals with their organizations.
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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?
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What Do You Need to TransitionYour Organization?
Mission Statement
Goals
Constitution & Bylaws Officer Job Descriptions
Operating Procedures
Calendar of Regular Events Key Contacts
Financial Records
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Why an Operations Manual?
An operations manual provides theinformation necessary to perform all
of the standardized procedures ofyour organization.
Why start each year from scratch whenyou could build upon the successfrom the past leadership.
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Operations Manual Components
Governing Documents
Officers
Advisors Operating Procedures
Event Planning Procedures
Organizational History Forms
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Governing Documents
Mission Statement
Goals and Action Plans
Constitution & Bylaws
History of Changes to Governing
Documents Institutions Rules
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Officers
Job Descriptions and
Responsibilities
Organizational Chart
Executive Standards and
Procedures
Contact Information
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Advisors
Advisor Role(s) and
Responsibilities Contact Information
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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
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Event Planning
Pre-Event Planning Procedures
Annual Events and Processes
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Organizational History
Historical Information
Calendar of Regular Events
Financial Records
Evaluations
Event Statistics
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Forms
Cover Sheet
Financial Forms
Facilities/Room Request Forms Event Planning Forms
Statistics Sheet
Incident Report Forms
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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
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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.
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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.
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Questions?
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Transitioning Your Organization
to the Next Level with anOperations Manual
Keri ShipletCoordinator of Campus Activities
Colorado College
2008 NACA National Convention
St. Louis, Missouri
February 19, 2008
