For Every council officer, especially incoming Grand Knights
Officer Transition Binder
A checklist for every officer role, a first 90 days plan, a files and passwords handoff sheet, and a July turnover timeline, as a printable binder and a tracking workbook.
What do I get?
- Binder (PDF and editable Word): how to run a handoff, a checklist for each of 15 council roles, a first 90 days plan, the files and passwords handoff sheet, and the July turnover timeline
- Transition Tracker workbook: Roles tab with every checklist item and a Done dropdown, Handoff tab, Timeline tab with dates computed from your turnover date, 90 Days tab with week by week target dates, and a Summary tab
- Role checklists for Grand Knight, Deputy Grand Knight, Chancellor, Recorder, Financial Secretary, Treasurer, Advocate, Warden, Trustee, Lecturer, Inside and Outside Guard, Program Director, Membership Director, Evangelization and Faith Formation Director, and Chaplain liaison
- Files and passwords handoff sheet that records where each account and record lives and who holds it, never the passwords themselves
Formats: PDF, Word (.docx), Excel (.xlsx)
How long will it take to set up?
About 15 minutes to print the binder, pick your roles, and set the turnover date in the tracker.
What problem does it solve?
Every July, officers change and the knowledge walks out the door with them. The binder makes the handoff a checklist instead of a scramble.
Preview: screenshots of the real template (with sample data) will appear here once the product is built and approved.
Hall & Ledger is an independent publisher and is not affiliated with or endorsed by the Knights of Columbus.