4 Ways to Simplify Officer Transition

Does it feel like your organization loses momentum with every new leadership transition? Here are four ways memberplanet helps you manage officer transition:

1. New leaders won't have to recreate the wheel
Your organization's account is continuous, even as its leadership changes hands. This means that all previously created content is available to be copied, customized, and reused. Leadership will have an easier time making use of your organization's templates as your group builds up a cache of fantastic, branded content.

Additionally, all form responses, payments, and member notes will remain in your organization's reporting, making historical information accessible to new leaders and admin users when they need it.

2. Accomplish administrative tasks all on one platform
The learning curve for new leaders is steep, especially if you’re utilizing different software platforms for every task. However, if you’re using memberplanet, new administrative users will have much fewer programs and apps to learn. 

We purposefully designed our various modules to have similar workflow. Once you’ve learned how to build a form or event, building a donation site or anything else on memberplanet will be a breeze. And, of course, admins will benefit from automated membership features; they can spend more time providing value to the organization instead of on mundane tasks. 

3. Share the load by delegating
The platform allows you to add an unlimited number of administrative users to your group account - free of charge. Other membership management software will charge you per admin user, and sometimes per member. memberplanet allows you to share administrative access with one or more incoming leaders without relinquishing your own admin capability or sharing login credentials. So go ahead, share the workload with others. The platform was built with your organization's growth in mind. 

4. Keep sensitive data private with admin role management
Adding unlimited admins is convenient, but we also have tools in place to ensure your organization's data and funds stay secure, even among admins. Full-Access Admins have the capability to restrict other leaders’ view and/or edit access to different modules. For example, you can create an admin role for a user to manage your online events without giving accessibility to view or edit your organization's bank account info (and we absolutely recommend you take advantage of this feature). 

Leadership transition is one of the many organizational challenges leaders face. Fortunately for you, our team is committed to simplifying all things membership management, including officer transitions. Simplifying membership is our constant focus!

You can check out more tips on officer transition here on the blog. 

About Greg Beilstein

As the Director of Onboarding and Engagement, Greg loves helping groups get started on the platform. A memberplanet system pro, he works with admin leaders to better engage their members. In his free time he likes to play video games and brew the perfect cup of coffee. ​